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) 108 filers · $87.1M 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 108
Value held $87.1M
New positions 9
Exited positions 3
Institutional activity — Q2 2026 vs prior quarter
New positions Exited positions Increased Decreased Net shares change
9 (-21 vs prior Q) 3 (-2 vs prior Q) 13 (-19 vs prior Q) 28 (+13 vs prior Q) -94K

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
Trek Financial, LLC $8,446,347 325,047 9.69% Shares
COMMONWEALTH EQUITY SERVICES, LLC $4,864,940 187,221 5.58% Shares
HARBOUR INVESTMENTS, INC. $3,232,378 124,394 3.71% Shares
TRUIST FINANCIAL CORP $3,171,521 122,052 3.64% Shares
Alpine Bank Wealth Management $2,988,275 115,000 3.43% Shares
MML INVESTORS SERVICES, LLC $2,891,694 111,283 3.32% Shares
Cetera Investment Advisers $2,609,284 100,415 2.99% Shares
Ameritas Advisory Services, LLC $2,592,549 99,771 2.98% Shares
NovaPoint Capital, LLC $2,209,401 85,026 2.54% Shares
Blossom Wealth Management $2,203,190 84,787 2.53% Shares
Kestra Advisory Services, LLC $2,061,988 79,353 2.37% Shares
LPL Financial LLC $1,933,206 74,397 2.22% Shares
ENVESTNET ASSET MANAGEMENT INC $1,796,686 69,143 2.06% Shares
Integrity Advisory Solutions, LLC $1,753,780 67,492 2.01% Shares
Lineweaver Wealth Advisors, LLC $1,583,292 60,931 1.82% Shares
Peak Wealth Management LLC $1,567,675 60,330 1.80% Shares
RAYMOND JAMES FINANCIAL INC $1,544,185 59,426 1.77% Shares
CANANDAIGUA NATIONAL BANK & TRUST CO $1,528,853 58,836 1.75% Shares
Ashton Thomas Private Wealth, LLC $1,507,156 58,001 1.73% Shares
CANANDAIGUA NATIONAL CORP $1,443,218 56,842 1.66% Shares
HighTower Advisors, LLC $1,219,736 46,940 1.40% Shares
NewEdge Advisors, LLC $1,137,805 43,787 1.31% Shares
Heck Capital Advisors, LLC $1,134,933 44,700 1.30% Shares
Cerity Partners LLC $1,062,501 40,889 1.22% Shares
Kingsview Wealth Management, LLC $1,022,926 39,366 1.17% Shares
Summit Wealth Partners, LLC $990,340 38,112 1.14% Shares
OPTIMA CAPITAL LLC $977,894 37,633 1.12% Shares
INDEPENDENT FINANCIAL GROUP, LLC $955,365 36,766 1.10% Shares
AssuredPartners Investment Advisors, LLC $914,854 35,207 1.05% Shares
Brookstone Capital Management $845,240 32,528 0.97% Shares
Archer Investment Corp $785,474 30,228 0.90% Shares
WPWealth LLP $686,186 26,407 0.79% Shares
Atlantic Private Wealth, LLC $675,610 26,000 0.78% Shares
CreativeOne Wealth, LLC $668,516 25,727 0.77% Shares
IFP Advisors, Inc $665,320 25,604 0.76% Shares
CENTRAL VALLEY ADVISORS, LLC $649,391 24,991 0.75% Shares
KFG WEALTH MANAGEMENT, LLC $640,426 24,646 0.74% Shares
IMG Wealth Management, Inc. $630,396 24,260 0.72% Shares
Truvestments Capital LLC $613,220 23,599 0.70% Shares
Chris Bulman Inc $610,491 23,494 0.70% Shares
Clear Creek Financial Management, LLC $559,405 21,528 0.64% Shares
COLTON GROOME FINANCIAL ADVISORS, LLC $545,763 21,003 0.63% Shares
AXXCESS WEALTH MANAGEMENT, LLC $543,476 20,915 0.62% Shares
GWN SECURITIES INC. $542,799 20,889 0.62% Shares
Steward Partners Investment Advisory, LLC $508,500 19,569 0.58% Shares
Vantage Financial Partners, LLC $491,915 19,382 0.56% Shares
DAVENPORT & Co LLC $487,037 18,743 0.56% Shares
OSAIC HOLDINGS, INC. $473,999 18,238 0.54% Shares
AE Wealth Management LLC $466,795 17,964 0.54% Shares
OLD MISSION CAPITAL LLC $466,196 17,941 0.54% Shares
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC $460,324 17,664 0.53% Shares
Prostatis Group LLC $448,392 17,256 0.51% Shares
SIGNATUREFD, LLC $441,745 17,000 0.51% Shares
EVOLUTION WEALTH MANAGEMENT INC. $434,859 16,735 0.50% Shares
KELLY FINANCIAL GROUP LLC $420,567 16,185 0.48% Shares
CGN Advisors LLC $417,449 16,065 0.48% Shares
Waverly Advisors, LLC $415,864 16,004 0.48% Shares
Tradition Wealth Management, LLC $408,042 15,703 0.47% Shares
Mutual Advisors, LLC $407,627 15,687 0.47% Shares
Five Pine Wealth Management $387,358 14,907 0.44% Shares
Continuum Advisory, LLC $375,275 14,442 0.43% Shares
CoreCap Advisors, LLC $366,908 14,120 0.42% Shares
SUMMIT WEALTH GROUP LLC / CO $362,049 13,933 0.42% Shares
Advisory Services Network, LLC $357,127 13,744 0.41% Shares
Cornerstone Wealth Group, LLC $356,176 13,707 0.41% Shares
Cypress Wealth Services, LLC $352,720 13,574 0.40% Shares
Stratos Wealth Advisors, LLC $336,402 12,946 0.39% Shares
Fortune Financial Group, Inc. $324,812 12,500 0.37% Shares
CITADEL ADVISORS LLC $316,965 12,198 0.36% Shares
BRASS TAX WEALTH MANAGEMENT, INC $306,010 12,260 0.35% Shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP $301,998 11,622 0.35% Shares
Souders Financial Advisors $301,010 11,584 0.35% Shares
CROSSPOINT FINANCIAL, LLC $297,294 11,441 0.34% Shares
ADAMSBROWN WEALTH CONSULTANTS LLC $277,130 10,665 0.32% Shares
Ausdal Financial Partners, Inc. $273,570 10,528 0.31% Shares
Insight Wealth Partners, LLC $272,505 10,487 0.31% Shares
SAGESPRING WEALTH PARTNERS, LLC $272,089 10,471 0.31% Shares
NorthRock Partners, LLC $270,582 10,413 0.31% Shares
Strategic Blueprint, LLC $268,997 10,352 0.31% Shares
PTM WEALTH MANAGEMENT, LLC $260,350 10,000 0.30% Shares
OPPENHEIMER & CO INC $259,850 10,000 0.30% Shares
Farther Finance Advisors, LLC $258,855 9,962 0.30% Shares
Foundations Investment Advisors, LLC $248,547 9,565 0.29% Shares
Apriem Advisors $246,858 9,500 0.28% Shares
Main Street Financial Solutions, LLC $221,262 8,515 0.25% Shares
Concurrent Investment Advisors, LLC $210,323 8,094 0.24% Shares
Sovran Advisors, LLC $204,193 7,837 0.23% Shares
Disciplined Investments, LLC $203,385 7,827 0.23% Shares
Glen Eagle Advisors, LLC $196,862 7,576 0.23% Shares
HARBOR INVESTMENT ADVISORY, LLC $108,877 4,190 0.12% Shares
GILL CAPITAL PARTNERS, LLC $98,743 3,800 0.11% Shares
Allworth Financial LP $81,282 3,128 0.09% Shares
TOUNJIAN ADVISORY PARTNERS, LLC $76,422 2,941 0.09% Shares
UBS Group AG $67,171 2,585 0.08% Shares
PlanVest Financial, Inc $50,905 1,959 0.06% Shares
Triumph Capital Management $41,576 1,600 0.05% Shares
BARCLAYS PLC $36,639 1,410 0.04% Shares
EVERMAY WEALTH MANAGEMENT LLC $29,364 1,130 0.03% Shares
SHP Wealth Management $27,102 1,043 0.03% Shares
Aptus Capital Advisors, LLC $18,190 700 0.02% Shares
JPMORGAN CHASE & CO $16,309 628 0.02% Shares
CWM, LLC $14,904 587 0.02% Shares
Sunbelt Securities, Inc. $5,332 210 0.01% Shares
Keating Financial Advisory Services, Inc. $4,391 169 0.01% Shares
Capital Investment Advisory Services, LLC $2,543 98 0.00% Shares
Cambridge Investment Research Advisors, Inc. $1,972 75,896 0.00% Shares
HRT FINANCIAL LP $255 9,846 0.00% Shares
Capital Analysts, LLC $15 567 0.00% Shares

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