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

Not enough fundamentals data to compute this ratio group yet.

value · industry median · verdict relative to median

Institutional owners (13F) 91 filers · $60.2M 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 91
Value held $60.2M
New positions 10
Exited positions 11
Institutional activity — Q2 2026 vs prior quarter
New positions Exited positions Increased Decreased Net shares change
10 (+2 vs prior Q) 11 (0 vs prior Q) 16 (+7 vs prior Q) 30 (-5 vs prior Q) -89K

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 $6,807,060 227,129 11.31% Shares
CANANDAIGUA NATIONAL BANK & TRUST CO $3,449,157 115,087 5.73% Shares
CANANDAIGUA NATIONAL CORP $3,355,847 115,441 5.58% Shares
HighTower Advisors, LLC $3,331,615 111,165 5.54% Shares
Cetera Investment Advisers $3,262,115 108,846 5.42% Shares
CAPTRUST FINANCIAL ADVISORS $1,962,496 65,482 3.26% Shares
OSAIC HOLDINGS, INC. $1,910,112 63,735 3.17% Shares
Stratos Wealth Advisors, LLC $1,551,757 51,777 2.58% Shares
LPL Financial LLC $1,318,230 43,985 2.19% Shares
Trek Financial, LLC $1,304,025 43,511 2.17% Shares
KFG WEALTH MANAGEMENT, LLC $1,288,980 43,009 2.14% Shares
Diligent Investors, LLC $1,262,846 42,137 2.10% Shares
Kestra Advisory Services, LLC $1,252,446 41,790 2.08% Shares
Triad Wealth Partners, LLC $1,233,504 40,953 2.05% Shares
Archer Investment Corp $1,194,870 39,869 1.99% Shares
IMG Wealth Management, Inc. $870,419 29,043 1.45% Shares
Cypress Wealth Services, LLC $857,831 28,623 1.43% Shares
Carmel Capital Partners, LLC $770,229 25,700 1.28% Shares
CENTRAL VALLEY ADVISORS, LLC $739,569 24,677 1.23% Shares
TRUIST FINANCIAL CORP $721,887 24,087 1.20% Shares
AdvisorNet Financial, Inc $716,013 23,891 1.19% Shares
Continuum Advisory, LLC $625,174 20,860 1.04% Shares
Waverly Advisors, LLC $615,494 20,537 1.02% Shares
NewEdge Advisors, LLC $610,669 20,376 1.01% Shares
BRASS TAX WEALTH MANAGEMENT, INC $603,531 21,007 1.00% Shares
BROWN WEALTH MANAGEMENT, LLC $599,760 20,012 1.00% Shares
RAYMOND JAMES FINANCIAL INC $593,826 19,814 0.99% Shares
Main Street Financial Solutions, LLC $584,115 19,490 0.97% Shares
Lineweaver Wealth Advisors, LLC $564,035 18,820 0.94% Shares
Geneos Wealth Management Inc. $558,941 18,650 0.93% Shares
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors $538,021 17,952 0.89% Shares
FC Advisory LLC $520,759 17,376 0.87% Shares
Kingsview Wealth Management, LLC $519,320 17,328 0.86% Shares
Farther Finance Advisors, LLC $514,375 17,163 0.85% Shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP $480,419 16,030 0.80% Shares
Mutual Advisors, LLC $467,052 15,584 0.78% Shares
ENVESTNET ASSET MANAGEMENT INC $456,143 15,220 0.76% Shares
Brookstone Capital Management $455,454 15,197 0.76% Shares
Allworth Financial LP $449,101 14,985 0.75% Shares
Collaborative Wealth Managment Inc. $441,248 14,723 0.73% Shares
JIM SAULNIER & ASSOCIATES, LLC $434,415 14,495 0.72% Shares
Reliant Wealth Planning $430,549 14,366 0.72% Shares
Tradition Wealth Management, LLC $428,062 14,283 0.71% Shares
AssuredPartners Investment Advisors, LLC $375,254 12,521 0.62% Shares
Glen Eagle Advisors, LLC $374,175 12,485 0.62% Shares
NorthRock Partners, LLC $365,244 12,187 0.61% Shares
RIVERCHASE WEALTH MANAGEMENT, LLC $357,123 11,916 0.59% Shares
Souders Financial Advisors $350,469 11,694 0.58% Shares
HARBOUR INVESTMENTS, INC. $348,341 11,623 0.58% Shares
INTEGRITY ALLIANCE, LLC. $340,100 11,348 0.57% Shares
BECK CAPITAL MANAGEMENT, LLC $309,110 10,314 0.51% Shares
CreativeOne Wealth, LLC $308,901 10,307 0.51% Shares
Cerity Partners LLC $306,713 10,234 0.51% Shares
Three Seasons Wealth, LLC $303,177 10,116 0.50% Shares
GWN SECURITIES INC. $302,353 10,089 0.50% Shares
Caliber Wealth Management, LLC / KS $294,096 9,813 0.49% Shares
SYON CAPITAL LLC $290,709 9,700 0.48% Shares
Chicago Partners Investment Group LLC $286,634 9,580 0.48% Shares
Orion Portfolio Solutions, LLC $272,921 10,195 0.45% Shares
Soltis Investment Advisors LLC $265,466 8,858 0.44% Shares
Aegis Wealth Management, Inc. $264,425 8,823 0.44% Shares
INDEPENDENT FINANCIAL GROUP, LLC $262,867 8,771 0.44% Shares
Creative Planning $259,480 8,658 0.43% Shares
SageView Advisory Group, LLC $257,143 8,580 0.43% Shares
EVOLUTION WEALTH MANAGEMENT INC. $253,247 8,450 0.42% Shares
Code Waechter LLC $251,328 8,386 0.42% Shares
MML INVESTORS SERVICES, LLC $239,640 7,996 0.40% Shares
Steward Partners Investment Advisory, LLC $233,886 7,804 0.39% Shares
Allegiance Financial Group Advisory Services LLC $230,230 7,682 0.38% Shares
CoreCap Advisors, LLC $223,426 7,455 0.37% Shares
KELLY FINANCIAL GROUP LLC $216,953 7,239 0.36% Shares
Prasad Wealth Partners, LLC $206,044 6,875 0.34% Shares
J.W. COLE ADVISORS, INC. $201,788 6,733 0.34% Shares
RED REEF ADVISORS LLC $185,185 6,179 0.31% Shares
Sugarloaf Wealth Management, LLC $162,275 6,000 0.27% Shares
CREATIVE FINANCIAL DESIGNS INC /ADV $89,910 3,000 0.15% Shares
IFP Advisors, Inc $72,737 2,427 0.12% Shares
DHJJ Financial Advisors, Ltd. $69,231 2,310 0.12% Shares
Advisory Services Network, LLC $66,713 2,226 0.11% Shares
CWM, LLC $55,058 1,894 0.09% Shares
AE Wealth Management LLC $54,246 1,810 0.09% Shares
WELLS FARGO & COMPANY/MN $50,949 1,700 0.08% Shares
BARCLAYS PLC $48,042 1,603 0.08% Shares
IFG Advisory, LLC $29,970 1,000 0.05% Shares
PROEQUITIES, INC. $29,417 1,076 0.05% Shares
Financial Network Wealth Advisors LLC $28,801 961 0.05% Shares
LANARK FINANCIAL, INC. $23,076 770 0.04% Shares
MORGAN STANLEY $4,825 161 0.01% Shares
CENTAURUS FINANCIAL, INC. $3,211 107,150 0.01% Shares
Pinnacle Wealth Planning Services, Inc. $1,139 38 0.00% Shares
Cambridge Investment Research Advisors, Inc. $985 32,857 0.00% Shares

My Metrics Your personal watchlist — selected rows from Full Fundamentals

26