Valuation & Ratios 07–12

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value · industry median · verdict relative to median

Institutional owners (13F) 78 filers · $60.8M 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 78
Value held $60.8M
New positions 6
Exited positions 9
Institutional activity — Q2 2026 vs prior quarter
New positions Exited positions Increased Decreased Net shares change
6 (-8 vs prior Q) 9 (+1 vs prior Q) 7 (+1 vs prior Q) 26 (+7 vs prior Q) -184K

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
HighTower Advisors, LLC $7,100,614 257,875 11.67% Shares
Archer Investment Corp $6,834,716 248,218 11.24% Shares
CANANDAIGUA NATIONAL BANK & TRUST CO $3,916,427 142,234 6.44% Shares
CANANDAIGUA NATIONAL CORP $3,787,236 142,234 6.23% Shares
TRUIST FINANCIAL CORP $3,710,740 134,764 6.10% Shares
COMMONWEALTH EQUITY SERVICES, LLC $2,814,360 102,210 4.63% Shares
Kestra Advisory Services, LLC $2,470,642 89,727 4.06% Shares
Cetera Investment Advisers $1,625,672 59,040 2.67% Shares
Strategic Blueprint, LLC $1,619,504 58,816 2.66% Shares
AssuredPartners Investment Advisors, LLC $1,329,532 48,285 2.19% Shares
AE Wealth Management LLC $1,269,341 46,099 2.09% Shares
Brookstone Capital Management $1,134,308 41,195 1.86% Shares
KFG WEALTH MANAGEMENT, LLC $1,009,877 36,676 1.66% Shares
Ausdal Financial Partners, Inc. $997,900 36,241 1.64% Shares
Lineweaver Wealth Advisors, LLC $938,148 34,071 1.54% Shares
OLD MISSION CAPITAL LLC $824,593 29,947 1.36% Shares
Cypress Wealth Services, LLC $818,481 29,725 1.35% Shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP $806,806 29,301 1.33% Shares
Advisory Services Network, LLC $746,284 27,103 1.23% Shares
OSAIC HOLDINGS, INC. $731,569 26,564 1.20% Shares
Continuum Advisory, LLC $719,134 26,117 1.18% Shares
LPL Financial LLC $646,992 23,497 1.06% Shares
CENTRAL VALLEY ADVISORS, LLC $642,145 23,321 1.06% Shares
Cornerstone Wealth Group, LLC $640,549 23,263 1.05% Shares
Waverly Advisors, LLC $598,310 21,729 0.98% Shares
BRASS TAX WEALTH MANAGEMENT, INC $579,871 21,915 0.95% Shares
Forthright Family Wealth Advisory LLC $550,702 20,000 0.91% Shares
AdvisorNet Financial, Inc $512,786 18,623 0.84% Shares
Concurrent Investment Advisors, LLC $509,910 18,519 0.84% Shares
RETIREMENT INCOME SOLUTIONS, INC $501,143 18,821 0.82% Shares
AXXCESS WEALTH MANAGEMENT, LLC $472,943 17,176 0.78% Shares
Vantage Financial Partners, LLC $468,628 17,542 0.77% Shares
Atria Wealth Solutions, Inc. $467,582 18,150 0.77% Shares
Pinnacle Wealth Management Group, Inc. $451,851 16,410 0.74% Shares
Integrity Advisory Solutions, LLC $446,289 16,208 0.73% Shares
Beacon Pointe Advisors, LLC $417,032 15,145 0.69% Shares
FC Advisory LLC $408,924 14,851 0.67% Shares
COFG Advisors, LLC $369,657 13,425 0.61% Shares
EVOLUTION WEALTH MANAGEMENT INC. $359,498 13,056 0.59% Shares
JPMORGAN CHASE & CO $357,485 12,990 0.59% Shares
Mutual Advisors, LLC $315,855 11,471 0.52% Shares
First Heartland Consultants, Inc. $305,942 11,111 0.50% Shares
Soltis Investment Advisors LLC $286,391 10,401 0.47% Shares
BROWN WEALTH MANAGEMENT, LLC $283,088 10,281 0.47% Shares
CAPTRUST FINANCIAL ADVISORS $280,996 10,205 0.46% Shares
H D Vest Advisory Services $280,420 10,885 0.46% Shares
Stratos Wealth Advisors, LLC $267,338 9,709 0.44% Shares
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC $265,022 9,604 0.44% Shares
First Commonwealth Financial Corp /PA/ $264,557 9,608 0.43% Shares
FSA Advisors, Inc. $262,823 9,545 0.43% Shares
Sugarloaf Wealth Management, LLC $260,835 10,484 0.43% Shares
IMG Wealth Management, Inc. $255,691 9,286 0.42% Shares
ENVESTNET ASSET MANAGEMENT INC $249,083 9,046 0.41% Shares
Diligent Investors, LLC $247,816 9,000 0.41% Shares
Chicago Partners Investment Group LLC $235,310 8,518 0.39% Shares
Comprehensive Financial Consultants Institutional, Inc. $232,286 8,436 0.38% Shares
Main Street Financial Solutions, LLC $225,925 8,205 0.37% Shares
IFP Advisors, Inc $224,136 8,140 0.37% Shares
TopTier Wealth Management, LLC $218,766 7,945 0.36% Shares
Farther Finance Advisors, LLC $207,312 7,529 0.34% Shares
Summit Wealth Partners, LLC $202,218 7,344 0.33% Shares
Foundations Investment Advisors, LLC $200,511 7,282 0.33% Shares
Financial Network Wealth Advisors LLC $130,516 4,740 0.21% Shares
RAYMOND JAMES FINANCIAL INC $105,515 3,832 0.17% Shares
EVERMAY WEALTH MANAGEMENT LLC $82,606 3,000 0.14% Shares
BARCLAYS PLC $66,910 2,430 0.11% Shares
Allworth Financial LP $63,414 2,303 0.10% Shares
WELLS FARGO & COMPANY/MN $55,070 2,000 0.09% Shares
HARBOUR INVESTMENTS, INC. $46,342 1,683 0.08% Shares
Noble Wealth Management PBC $27,535 1,000 0.05% Shares
CWM, LLC $26,973 1,013 0.04% Shares
DHJJ Financial Advisors, Ltd. $14,814 538 0.02% Shares
CoreCap Advisors, LLC $14,566 529 0.02% Shares
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC $5,507 200 0.01% Shares
Aptus Capital Advisors, LLC $5,232 190 0.01% Shares
CENTAURUS FINANCIAL, INC. $1,300 47,230 0.00% Shares
Cambridge Investment Research Advisors, Inc. $602 21,847 0.00% Shares
Capital Analysts, LLC $28 1,027 0.00% Shares

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