Valuation & Ratios 07–12

Valuation P/E, P/S, P/B, EV/EBITDA ratios — is the stock expensive or cheap?

No data for this ratio group yet

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value · industry median · verdict relative to median

Institutional owners (13F) 106 filers · $223.7M total · As of June 30, 2026

17

Institutions that report holding this stock in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.

Holders 106
Value held $223.7M
New positions 14
Exited positions 6
Institutional activity — Q2 2026 vs prior quarter
New positions Exited positions Increased Decreased Net shares change
14 (-6 vs prior Q) 6 (0 vs prior Q) 13 (-17 vs prior Q) 38 (+12 vs prior Q) -1.2M

Compared to Q1 2026. SEC Form 13F filings are due within 45 days of quarter-end plus a short buffer for late filers — quarters still inside that window are skipped in favor of the most recent fully-reported pair.

Institution Value Shares % of tracked 13F Type
Brookstone Capital Management $56,564,623 1,463,509 25.29% Shares
Talon Private Wealth, LLC $35,760,582 985,140 15.99% Shares
HighTower Advisors, LLC $24,406,354 631,471 10.91% Shares
KFG WEALTH MANAGEMENT, LLC $16,675,787 431,456 7.45% Shares
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors $6,376,979 164,993 2.85% Shares
Strategic Blueprint, LLC $5,330,183 137,909 2.38% Shares
TRUIST FINANCIAL CORP $5,017,376 129,816 2.24% Shares
COMMONWEALTH EQUITY SERVICES, LLC $4,216,260 109,088 1.88% Shares
ENVESTNET ASSET MANAGEMENT INC $3,946,938 102,120 1.76% Shares
World Investment Advisors $3,938,969 108,447 1.76% Shares
OSAIC HOLDINGS, INC. $3,906,364 101,071 1.75% Shares
MML INVESTORS SERVICES, LLC $3,241,431 83,866 1.45% Shares
Spire Wealth Management $3,084,763 79,813 1.38% Shares
CENTRAL VALLEY ADVISORS, LLC $2,481,563 64,206 1.11% Shares
Stratos Wealth Advisors, LLC $2,301,337 59,543 1.03% Shares
Trek Financial, LLC $1,929,253 49,916 0.86% Shares
LPL Financial LLC $1,868,496 48,344 0.84% Shares
NewCorp Financial Services, Inc. $1,799,312 46,554 0.80% Shares
Cetera Investment Advisers $1,769,126 45,773 0.79% Shares
Kestra Advisory Services, LLC $1,643,321 42,518 0.73% Shares
Berger Financial Group, Inc $1,620,170 41,919 0.72% Shares
JPMORGAN CHASE & CO $1,421,410 36,891 0.64% Shares
Northstar Group, Inc. $1,353,137 35,010 0.60% Shares
TOUNJIAN ADVISORY PARTNERS, LLC $1,340,266 34,677 0.60% Shares
Bullseye Investment Management, LLC $1,150,490 35,520 0.51% Shares
FIDUCIARY FINANCIAL GROUP, LLC $1,061,521 29,243 0.47% Shares
Mutual Advisors, LLC $1,038,719 26,875 0.46% Shares
Lantz Financial LLC $1,022,447 26,454 0.46% Shares
FOUNDERS FINANCIAL SECURITIES LLC $1,004,243 25,983 0.45% Shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP $987,314 25,545 0.44% Shares
Focus Partners Wealth $968,414 25,056 0.43% Shares
CROSSPOINT FINANCIAL, LLC $930,262 24,069 0.42% Shares
Ausdal Financial Partners, Inc. $924,856 23,929 0.41% Shares
Integrity Advisory Solutions, LLC $903,560 23,378 0.40% Shares
Comprehensive Financial Consultants Institutional, Inc. $895,675 23,174 0.40% Shares
SteelPeak Wealth, LLC $840,445 21,745 0.38% Shares
OLD MISSION CAPITAL LLC $826,530 21,385 0.37% Shares
AdvisorNet Financial, Inc $795,031 20,570 0.36% Shares
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC $787,320 20,250 0.35% Shares
Foundations Investment Advisors, LLC $744,631 19,266 0.33% Shares
Cornerstone Wealth Group, LLC $721,286 18,662 0.32% Shares
CITADEL ADVISORS LLC $625,357 16,180 0.28% Shares
IHT Wealth Management, LLC $621,917 16,091 0.28% Shares
Arkadios Wealth Advisors $606,805 15,700 0.27% Shares
NewEdge Advisors, LLC $601,239 15,556 0.27% Shares
Beacon Pointe Advisors, LLC $600,931 15,548 0.27% Shares
IMG Wealth Management, Inc. $594,321 15,377 0.27% Shares
Advisory Services Network, LLC $551,072 14,258 0.25% Shares
Creative Planning $550,801 14,251 0.25% Shares
AssuredPartners Investment Advisors, LLC $447,335 11,574 0.20% Shares
Castle Rock Wealth Management, LLC $446,087 11,547 0.20% Shares
BANK OF AMERICA CORP /DE/ $438,523 11,346 0.20% Shares
Sonoma Allocations LLC $425,590 11,000 0.19% Shares
SILVER OAK SECURITIES, INCORPORATED $415,526 10,751 0.19% Shares
SageView Advisory Group, LLC $411,159 10,638 0.18% Shares
AXXCESS WEALTH MANAGEMENT, LLC $405,709 10,497 0.18% Shares
Riverpoint Wealth Management Holdings, LLC $363,194 9,397 0.16% Shares
Truvestments Capital LLC $343,946 8,899 0.15% Shares
Merit Financial Group, LLC $341,975 8,848 0.15% Shares
Archer Investment Corp $328,796 8,507 0.15% Shares
Chris Bulman Inc $319,830 8,275 0.14% Shares
Maia Wealth LLC $319,056 8,255 0.14% Shares
WealthShield Partners, LLC $303,441 7,851 0.14% Shares
Garden State Investment Advisory Services LLC $303,403 7,850 0.14% Shares
Madison Wealth Partners, Inc $289,489 7,490 0.13% Shares
Vantage Point Financial LLC $289,141 7,481 0.13% Shares
PFG Advisors $275,768 7,135 0.12% Shares
Beacon Financial Advisory LLC $269,506 6,973 0.12% Shares
MILESTONE ASSET MANAGEMENT, LLC $269,081 6,962 0.12% Shares
Sanctuary Advisors, LLC $261,661 6,770 0.12% Shares
ZACKS INVESTMENT MANAGEMENT $251,418 6,505 0.11% Shares
CGN Advisors LLC $247,747 6,410 0.11% Shares
BFI Wealth Solutions, LLC $241,563 6,250 0.11% Shares
OxenFree Capital LLC $239,816 6,200 0.11% Shares
Beckerman Institutional, LLC $239,090 6,186 0.11% Shares
Tradition Wealth Management, LLC $225,793 5,842 0.10% Shares
HARBOUR INVESTMENTS, INC. $224,595 5,811 0.10% Shares
Ballast Rock Private Wealth LLC $223,320 5,778 0.10% Shares
Chicago Partners Investment Group LLC $218,047 5,649 0.10% Shares
Kovack Advisors, Inc. $208,559 5,397 0.09% Shares
Bright Futures Wealth Management, LLC. $204,922 5,302 0.09% Shares
AE Wealth Management LLC $199,627 5,165 0.09% Shares
Aptus Capital Advisors, LLC $185,520 4,800 0.08% Shares
Physician Wealth Advisors, Inc. $171,027 4,425 0.08% Shares
CoreCap Advisors, LLC $166,118 4,298 0.07% Shares
Continuum Advisory, LLC $152,474 3,945 0.07% Shares
Financial Network Wealth Advisors LLC $113,051 2,925 0.05% Shares
EVOLUTION WEALTH MANAGEMENT INC. $92,760 2,400 0.04% Shares
DHJJ Financial Advisors, Ltd. $89,591 2,318 0.04% Shares
MORGAN STANLEY $86,460 2,237 0.04% Shares
IFP Advisors, Inc $66,439 1,719 0.03% Shares
McIlrath & Eck, LLC $57,753 1,591 0.03% Shares
Pinnacle Wealth Planning Services, Inc. $32,891 851 0.01% Shares
Steward Partners Investment Advisory, LLC $29,915 774 0.01% Shares
Sugarloaf Wealth Management, LLC $26,616 800 0.01% Shares
Capital Investment Advisory Services, LLC $15,537 402 0.01% Shares
Keating Financial Advisory Services, Inc. $15,421 399 0.01% Shares
CREATIVE FINANCIAL DESIGNS INC /ADV $12,909 334 0.01% Shares
Arax Advisory Partners $10,822 280 0.00% Shares
Larson Financial Group LLC $7,344 190 0.00% Shares
RAYMOND JAMES FINANCIAL INC $6,416 166 0.00% Shares
O'SHAUGHNESSY ASSET MANAGEMENT, LLC $3,247 84 0.00% Shares
Cambridge Investment Research Advisors, Inc. $3,129 80,951 0.00% Shares
ASSETMARK, INC $2,087 54 0.00% Shares
BARCLAYS PLC $2,010 52 0.00% Shares
HRT FINANCIAL LP $306 7,943 0.00% Shares

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