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) 89 filers · $53.4M 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 89
Value held $53.4M
New positions 9
Exited positions 6
Institutional activity — Q2 2026 vs prior quarter
New positions Exited positions Increased Decreased Net shares change
9 (-22 vs prior Q) 6 (-1 vs prior Q) 20 (-3 vs prior Q) 22 (+9 vs prior Q) +51K

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 $4,172,240 147,873 7.82% Shares
TRUIST FINANCIAL CORP $3,635,870 128,863 6.81% Shares
CANANDAIGUA NATIONAL BANK & TRUST CO $3,147,863 111,567 5.90% Shares
Cetera Investment Advisers $3,051,114 108,138 5.72% Shares
CANANDAIGUA NATIONAL CORP $2,775,021 100,596 5.20% Shares
Lineweaver Wealth Advisors, LLC $2,387,243 84,609 4.47% Shares
Kestra Advisory Services, LLC $1,862,952 66,027 3.49% Shares
Composition Wealth, LLC $1,778,533 63,035 3.33% Shares
LPL Financial LLC $1,277,603 45,281 2.39% Shares
OLD MISSION CAPITAL LLC $1,123,069 39,804 2.10% Shares
Integrity Advisory Solutions, LLC $1,070,731 37,949 2.01% Shares
BROWN WEALTH MANAGEMENT, LLC $1,063,395 37,689 1.99% Shares
KFG WEALTH MANAGEMENT, LLC $1,060,856 37,599 1.99% Shares
MML INVESTORS SERVICES, LLC $989,190 35,059 1.85% Shares
AE Wealth Management LLC $981,487 34,786 1.84% Shares
Brookstone Capital Management $942,748 33,413 1.77% Shares
OSAIC HOLDINGS, INC. $881,186 31,226 1.65% Shares
Archer Investment Corp $879,880 31,185 1.65% Shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP $831,919 29,485 1.56% Shares
Caliber Wealth Management, LLC / KS $788,666 27,952 1.48% Shares
IMG Wealth Management, Inc. $779,834 27,639 1.46% Shares
BEAM WEALTH ADVISORS, INC. $725,267 25,705 1.36% Shares
CENTRAL VALLEY ADVISORS, LLC $657,719 23,311 1.23% Shares
COFG Advisors, LLC $641,186 22,725 1.20% Shares
Trek Financial, LLC $596,719 21,149 1.12% Shares
Corient Private Wealth LP $564,300 20,000 1.06% Shares
Wealth Advisory Solutions, LLC $551,067 19,531 1.03% Shares
CONTINUUM WEALTH ADVISORS, LLC $532,615 18,877 1.00% Shares
ENVESTNET ASSET MANAGEMENT INC $476,636 16,893 0.89% Shares
Main Street Financial Solutions, LLC $444,809 15,765 0.83% Shares
Beacon Pointe Advisors, LLC $415,636 14,731 0.78% Shares
Liberty Atlantic Advisors LLC $407,255 14,434 0.76% Shares
Waverly Advisors, LLC $395,236 14,008 0.74% Shares
Clear Creek Financial Management, LLC $390,496 13,840 0.73% Shares
Glen Eagle Advisors, LLC $388,605 13,773 0.73% Shares
Kovack Advisors, Inc. $386,571 13,701 0.72% Shares
CreativeOne Wealth, LLC $376,642 13,349 0.71% Shares
Tradition Wealth Management, LLC $367,134 13,012 0.69% Shares
Intentional Wealth Strategies, LLC $354,916 12,579 0.66% Shares
BRASS TAX WEALTH MANAGEMENT, INC $349,280 12,898 0.65% Shares
Ameritas Advisory Services, LLC $345,323 12,239 0.65% Shares
Ausdal Financial Partners, Inc. $331,498 11,749 0.62% Shares
RAYMOND JAMES FINANCIAL INC $320,974 11,376 0.60% Shares
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC $309,218 10,920 0.58% Shares
Pathstone Holdings, LLC $307,261 10,890 0.58% Shares
Souders Financial Advisors $304,722 10,800 0.57% Shares
CITADEL ADVISORS LLC $300,603 10,654 0.56% Shares
Apriem Advisors $273,686 9,700 0.51% Shares
CGN Advisors LLC $273,291 9,686 0.51% Shares
PRINCIPAL SECURITIES, INC. $266,801 9,456 0.50% Shares
Comprehensive Financial Consultants Institutional, Inc. $262,061 9,288 0.49% Shares
Worth Financial Advisory Group, LLC $258,732 9,170 0.48% Shares
SYKON CAPITAL LLC $256,757 9,100 0.48% Shares
Advisory Services Network, LLC $255,531 9,057 0.48% Shares
Dynamic Advisor Solutions LLC $252,778 8,959 0.47% Shares
Farther Finance Advisors, LLC $245,158 8,689 0.46% Shares
Five Pine Wealth Management $235,087 8,332 0.44% Shares
Concurrent Investment Advisors, LLC $228,937 8,114 0.43% Shares
Summit Financial, LLC $224,732 7,965 0.42% Shares
HARBOUR INVESTMENTS, INC. $221,177 7,839 0.41% Shares
Ashton Thomas Private Wealth, LLC $218,158 7,732 0.41% Shares
HBW ADVISORY SERVICES LLC $217,961 7,725 0.41% Shares
Vantage Financial Partners, LLC $217,893 7,925 0.41% Shares
JSF Financial, LLC $217,340 7,703 0.41% Shares
KINGSWOOD WEALTH ADVISORS, LLC $216,776 7,683 0.41% Shares
Mutual Advisors, LLC $216,550 7,675 0.41% Shares
FSA Advisors, Inc. $213,870 7,580 0.40% Shares
OPTIMA CAPITAL LLC $208,086 7,375 0.39% Shares
Continuum Advisory, LLC $205,377 7,279 0.38% Shares
AXXCESS WEALTH MANAGEMENT, LLC $205,123 7,270 0.38% Shares
Prasad Wealth Partners, LLC $204,559 7,250 0.38% Shares
Lifestyle Asset Management, Inc. $203,402 7,209 0.38% Shares
Prostatis Group LLC $201,786 7,152 0.38% Shares
EVOLUTION WEALTH MANAGEMENT INC. $186,275 6,602 0.35% Shares
CoreCap Advisors, LLC $131,933 4,676 0.25% Shares
ROTHSCHILD INVESTMENT LLC $101,574 3,600 0.19% Shares
CWM, LLC $70,068 2,540 0.13% Shares
Physician Wealth Advisors, Inc. $56,430 2,000 0.11% Shares
Allworth Financial LP $40,630 1,440 0.08% Shares
DHJJ Financial Advisors, Ltd. $30,473 1,080 0.06% Shares
Steward Partners Investment Advisory, LLC $11,399 404 0.02% Shares
JDM Financial Group LLC $10,891 386 0.02% Shares
Cambridge Investment Research Advisors, Inc. $6,928 245,533 0.01% Shares
Keating Financial Advisory Services, Inc. $4,373 155 0.01% Shares
ROYAL BANK OF CANADA $3,000 100 0.01% Shares
Capital Investment Advisory Services, LLC $2,544 90 0.00% Shares
O'SHAUGHNESSY ASSET MANAGEMENT, LLC $2,285 81 0.00% Shares
IFP Advisors, Inc $1,411 50 0.00% Shares
HRT FINANCIAL LP $1,018 36,107 0.00% Shares

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