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) 90 filers · $60.4M 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 90
Value held $60.4M
New positions 4
Exited positions 7
Institutional activity — Q2 2026 vs prior quarter
New positions Exited positions Increased Decreased Net shares change
4 (-5 vs prior Q) 7 (0 vs prior Q) 15 (+4 vs prior Q) 30 (0 vs prior Q) -250K

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
COMMONWEALTH EQUITY SERVICES, LLC $4,866,090 184,182 8.06% Shares
Alpine Bank Wealth Management $3,064,720 116,000 5.08% Shares
Kestra Advisory Services, LLC $2,729,820 103,324 4.52% Shares
KFG WEALTH MANAGEMENT, LLC $2,526,677 95,635 4.19% Shares
RAYMOND JAMES FINANCIAL INC $2,365,990 89,553 3.92% Shares
Cetera Investment Advisers $2,208,580 83,595 3.66% Shares
HARBOUR INVESTMENTS, INC. $2,139,492 80,980 3.54% Shares
Lineweaver Wealth Advisors, LLC $2,101,870 79,556 3.48% Shares
BROWN WEALTH MANAGEMENT, LLC $2,066,018 78,199 3.42% Shares
Brookstone Capital Management $1,687,102 63,857 2.79% Shares
Owen LaRue, LLC $1,600,365 60,574 2.65% Shares
OLD MISSION CAPITAL LLC $1,348,106 51,026 2.23% Shares
OSAIC HOLDINGS, INC. $1,267,037 47,958 2.10% Shares
Prasad Wealth Partners, LLC $1,222,216 46,261 2.02% Shares
AssuredPartners Investment Advisors, LLC $1,179,891 44,659 1.95% Shares
Waverly Advisors, LLC $1,066,681 40,374 1.77% Shares
LPL Financial LLC $1,064,435 40,289 1.76% Shares
Diligent Investors, LLC $1,056,800 40,000 1.75% Shares
Archer Investment Corp $1,014,554 38,401 1.68% Shares
Trek Financial, LLC $984,858 37,277 1.63% Shares
ENVESTNET ASSET MANAGEMENT INC $889,376 33,663 1.47% Shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP $876,219 33,165 1.45% Shares
GWN SECURITIES INC. $842,985 31,907 1.40% Shares
Orion Portfolio Solutions, LLC $830,292 35,063 1.38% Shares
Vantage Financial Partners, LLC $798,568 31,028 1.32% Shares
FC Advisory LLC $793,895 30,049 1.31% Shares
Marshall Financial Group, LLC $787,369 29,802 1.30% Shares
BRASS TAX WEALTH MANAGEMENT, INC $776,871 30,755 1.29% Shares
Sovran Advisors, LLC $642,466 24,244 1.06% Shares
AE Wealth Management LLC $626,973 23,731 1.04% Shares
MML INVESTORS SERVICES, LLC $602,429 22,802 1.00% Shares
Continuum Advisory, LLC $591,015 22,370 0.98% Shares
CENTRAL VALLEY ADVISORS, LLC $584,384 22,119 0.97% Shares
GOLDMAN SACHS GROUP INC $564,648 21,372 0.94% Shares
Kovack Advisors, Inc. $555,242 21,020 0.92% Shares
Integrity Wealth Solutions LLC $553,235 20,940 0.92% Shares
Kingsview Wealth Management, LLC $552,389 20,908 0.91% Shares
INDEPENDENT FINANCIAL GROUP, LLC $538,968 20,400 0.89% Shares
Clear Creek Financial Management, LLC $534,239 20,221 0.88% Shares
CITADEL ADVISORS LLC $513,103 19,421 0.85% Shares
TRUIST FINANCIAL CORP $489,721 18,536 0.81% Shares
FSA Advisors, Inc. $442,218 16,738 0.73% Shares
Tradition Wealth Management, LLC $409,933 15,516 0.68% Shares
ROTHSCHILD INVESTMENT LLC $375,164 14,200 0.62% Shares
CARY STREET PARTNERS FINANCIAL LLC $356,723 13,502 0.59% Shares
Integrity Advisory Solutions, LLC $356,406 13,490 0.59% Shares
Sonoma Allocations LLC $348,544 13,185 0.58% Shares
RPS ADVISORY SOLUTIONS LLC $342,826 12,976 0.57% Shares
Chris Bulman Inc $321,135 12,155 0.53% Shares
Virtue Capital Management, LLC $316,168 11,967 0.52% Shares
World Investment Advisors $294,970 11,511 0.49% Shares
Advisory Services Network, LLC $293,156 11,096 0.49% Shares
First Commonwealth Financial Corp /PA/ $274,636 10,395 0.45% Shares
IMG Wealth Management, Inc. $271,254 10,267 0.45% Shares
SAGESPRING WEALTH PARTNERS, LLC $266,419 10,084 0.44% Shares
Farther Finance Advisors, LLC $264,897 10,026 0.44% Shares
Focus Partners Wealth $261,558 9,900 0.43% Shares
Plan Group Financial, LLC $257,278 9,738 0.43% Shares
JT Stratford LLC $243,698 9,224 0.40% Shares
CANANDAIGUA NATIONAL BANK & TRUST CO $230,462 8,723 0.38% Shares
Beacon Pointe Advisors, LLC $230,119 8,710 0.38% Shares
CreativeOne Wealth, LLC $223,830 8,472 0.37% Shares
CANANDAIGUA NATIONAL CORP $223,527 8,723 0.37% Shares
Peak Wealth Management LLC $219,814 8,320 0.36% Shares
SYKON CAPITAL LLC $215,059 8,140 0.36% Shares
Grantvest Financial Group LLC $214,980 8,137 0.36% Shares
AXXCESS WEALTH MANAGEMENT, LLC $206,155 7,803 0.34% Shares
Vivid Wealth Management, LLC $200,132 7,575 0.33% Shares
Concurrent Investment Advisors, LLC $198,485 7,513 0.33% Shares
AdvisorNet Financial, Inc $194,927 7,378 0.32% Shares
EVOLUTION WEALTH MANAGEMENT INC. $160,792 6,086 0.27% Shares
Steward Partners Investment Advisory, LLC $132,470 5,014 0.22% Shares
Allworth Financial LP $123,620 4,679 0.20% Shares
IFP Advisors, Inc $115,376 4,367 0.19% Shares
CoreCap Advisors, LLC $86,710 3,282 0.14% Shares
CREATIVE FINANCIAL DESIGNS INC /ADV $67,503 2,555 0.11% Shares
RED REEF ADVISORS LLC $52,840 2,000 0.09% Shares
HARBOR INVESTMENT ADVISORY, LLC $27,635 1,046 0.05% Shares
Aptus Capital Advisors, LLC $18,494 700 0.03% Shares
JPMORGAN CHASE & CO $10,554 400 0.02% Shares
MORGAN STANLEY $4,888 185 0.01% Shares
Keating Financial Advisory Services, Inc. $4,465 169 0.01% Shares
Capital Investment Advisory Services, LLC $2,573 97 0.00% Shares
Sunbelt Securities, Inc. $2,562 100 0.00% Shares
Capital Analysts, LLC $620 23,472 0.00% Shares
WEDBUSH SECURITIES INC $573 21,699 0.00% Shares
Cambridge Investment Research Advisors, Inc. $503 19,022 0.00% Shares
HRT FINANCIAL LP $457 17,332 0.00% Shares
Janney Montgomery Scott LLC $200 7,578 0.00% Shares
CENTAURUS FINANCIAL, INC. $176 6,652 0.00% Shares

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