Valuation & Ratios 07–12

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

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value · industry median · verdict relative to median

Institutional owners (13F) 83 filers · $86.3M 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 83
Value held $86.3M
New positions 52
Exited positions 3
Institutional activity — Q2 2026 vs prior quarter
New positions Exited positions Increased Decreased Net shares change
52 (+50 vs prior Q) 3 (-4 vs prior Q) 26 (+23 vs prior Q) 1 (-13 vs prior Q) +2.8M

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
NewEdge Advisors, LLC $14,869,678 542,788 17.22% Shares
AE Wealth Management LLC $9,709,858 354,439 11.25% Shares
RAYMOND JAMES FINANCIAL INC $5,112,893 186,636 5.92% Shares
SYKON CAPITAL LLC $4,026,498 146,979 4.66% Shares
HOWARD BAILEY SECURITIES, LLC $3,510,149 128,131 4.07% Shares
Csenge Advisory Group $3,070,760 112,092 3.56% Shares
COMMONWEALTH EQUITY SERVICES, LLC $3,032,457 110,694 3.51% Shares
ENVESTNET ASSET MANAGEMENT INC $2,483,685 90,662 2.88% Shares
CANANDAIGUA NATIONAL BANK & TRUST CO $2,210,831 80,702 2.56% Shares
Kestra Advisory Services, LLC $2,193,792 80,080 2.54% Shares
Farther Finance Advisors, LLC $1,629,002 59,465 1.89% Shares
Integrated Wealth Management $1,372,544 50,102 1.59% Shares
Cetera Investment Advisers $1,337,780 48,833 1.55% Shares
Key Capital Management, INC $1,320,658 48,208 1.53% Shares
Concurrent Investment Advisors, LLC $1,277,963 46,649 1.48% Shares
Lineweaver Wealth Advisors, LLC $1,225,734 44,743 1.42% Shares
OPTIMA CAPITAL LLC $1,224,447 44,696 1.42% Shares
HighTower Advisors, LLC $1,122,346 40,969 1.30% Shares
AssuredPartners Investment Advisors, LLC $1,101,882 40,222 1.28% Shares
Jessup Wealth Management, Inc $1,088,842 39,746 1.26% Shares
BROWN WEALTH MANAGEMENT, LLC $1,058,488 38,638 1.23% Shares
OSAIC HOLDINGS, INC. $1,042,526 38,049 1.21% Shares
Ameritas Advisory Services, LLC $996,164 36,363 1.15% Shares
Centennial Advisors, LLC $970,276 35,418 1.12% Shares
Cornerstone Wealth Group, LLC $891,652 32,548 1.03% Shares
TRUIST FINANCIAL CORP $868,695 31,710 1.01% Shares
FSA Advisors, Inc. $811,851 29,635 0.94% Shares
Independent Wealth Network Inc. $761,362 27,792 0.88% Shares
DAVENPORT & Co LLC $714,516 26,082 0.83% Shares
CENTRAL VALLEY ADVISORS, LLC $688,546 25,134 0.80% Shares
Prasad Wealth Partners, LLC $645,289 23,555 0.75% Shares
KFG WEALTH MANAGEMENT, LLC $570,227 20,815 0.66% Shares
Comprehensive Financial Consultants Institutional, Inc. $554,557 20,243 0.64% Shares
Integrity Advisory Solutions, LLC $538,942 19,673 0.62% Shares
CreativeOne Wealth, LLC $537,189 19,609 0.62% Shares
Clear Creek Financial Management, LLC $535,216 19,537 0.62% Shares
LPL Financial LLC $527,655 19,261 0.61% Shares
Lloyd Advisory Services, LLC. $514,369 18,776 0.60% Shares
OLD MISSION CAPITAL LLC $507,382 18,521 0.59% Shares
Brookstone Capital Management $478,289 17,459 0.55% Shares
Applied Capital LLC $455,846 14,621 0.53% Shares
Trek Financial, LLC $422,047 15,406 0.49% Shares
Virtue Capital Management, LLC $417,911 15,255 0.48% Shares
Ausdal Financial Partners, Inc. $417,007 15,222 0.48% Shares
Archer Investment Corp $408,213 14,901 0.47% Shares
Main Street Financial Solutions, LLC $394,762 14,410 0.46% Shares
Mutual Advisors, LLC $374,955 13,687 0.43% Shares
Atlantic Private Wealth, LLC $373,942 13,650 0.43% Shares
Chicago Partners Investment Group LLC $372,587 13,617 0.43% Shares
MONEY CONCEPTS CAPITAL CORP $349,560 12,760 0.40% Shares
HARBOUR INVESTMENTS, INC. $333,835 12,186 0.39% Shares
Corient Private Wealth LP $328,740 12,000 0.38% Shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP $301,619 11,010 0.35% Shares
Advisory Services Network, LLC $290,113 10,590 0.34% Shares
Tradition Wealth Management, LLC $271,347 9,905 0.31% Shares
Bluesphere Advisors LLC $267,704 9,772 0.31% Shares
Gallagher Fiduciary Advisors, LLC $262,828 9,594 0.30% Shares
KINGSWOOD WEALTH ADVISORS, LLC $261,951 9,562 0.30% Shares
Waverly Advisors, LLC $258,061 9,420 0.30% Shares
Valmark Advisers, Inc. $249,431 9,105 0.29% Shares
Family Legacy Financial Solutions, LLC $246,555 9,000 0.29% Shares
CREATIVE FINANCIAL DESIGNS INC /ADV $236,282 8,625 0.27% Shares
JANE STREET GROUP, LLC $231,515 8,451 0.27% Shares
Wellment Financial $223,050 8,142 0.26% Shares
KELLY FINANCIAL GROUP LLC $215,626 7,871 0.25% Shares
WealthTrust Asset Management, LLC $209,654 7,653 0.24% Shares
Allworth Financial LP $139,907 5,107 0.16% Shares
Triumph Capital Management $134,236 4,900 0.16% Shares
Physician Wealth Advisors, Inc. $125,607 4,585 0.15% Shares
Mosley Wealth Management $120,702 4,406 0.14% Shares
Continuum Advisory, LLC $110,621 4,038 0.13% Shares
EVOLUTION WEALTH MANAGEMENT INC. $94,896 3,464 0.11% Shares
Networth Advisors, LLC $66,652 2,433 0.08% Shares
DHJJ Financial Advisors, Ltd. $63,557 2,320 0.07% Shares
Steward Partners Investment Advisory, LLC $58,105 2,121 0.07% Shares
TOUNJIAN ADVISORY PARTNERS, LLC $28,217 1,030 0.03% Shares
CoreCap Advisors, LLC $27,559 1,006 0.03% Shares
IFP Advisors, Inc $20,327 742 0.02% Shares
EverSource Wealth Advisors, LLC $18,190 664 0.02% Shares
Kingdom Financial Group LLC. $9,753 356 0.01% Shares
Cambridge Investment Research Advisors, Inc. $4,142 151,197 0.00% Shares
Capital Investment Advisory Services, LLC $2,501 91 0.00% Shares
CENTAURUS FINANCIAL, INC. $710 25,899 0.00% Shares

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