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) 76 filers · $61.2M 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 76
Value held $61.2M
New positions 5
Exited positions 5
Institutional activity — Q2 2026 vs prior quarter
New positions Exited positions Increased Decreased Net shares change
5 (0 vs prior Q) 5 (0 vs prior Q) 10 (+2 vs prior Q) 29 (+4 vs prior Q) -375K

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 $19,420,650 703,351 31.74% Shares
Pachira Investments Inc. $6,850,355 248,097 11.19% Shares
KFG WEALTH MANAGEMENT, LLC $1,946,645 70,501 3.18% Shares
HighTower Advisors, LLC $1,699,798 61,561 2.78% Shares
Brookstone Capital Management $1,623,673 58,804 2.65% Shares
ENVESTNET ASSET MANAGEMENT INC $1,488,541 53,910 2.43% Shares
Strategic Blueprint, LLC $1,247,106 45,166 2.04% Shares
WealthPLAN Partners, LLC $1,101,399 39,889 1.80% Shares
Cetera Investment Advisers $1,088,339 39,416 1.78% Shares
Cypress Wealth Services, LLC $1,075,637 38,956 1.76% Shares
Kestra Advisory Services, LLC $1,068,597 38,701 1.75% Shares
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors $1,048,440 37,971 1.71% Shares
HARBOUR INVESTMENTS, INC. $1,001,307 36,264 1.64% Shares
CANANDAIGUA NATIONAL BANK & TRUST CO $913,944 33,100 1.49% Shares
Lineweaver Wealth Advisors, LLC $898,564 32,543 1.47% Shares
Vantage Financial Partners, LLC $889,845 33,159 1.45% Shares
CANANDAIGUA NATIONAL CORP $885,359 33,100 1.45% Shares
Advisory Services Network, LLC $870,925 31,542 1.42% Shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP $821,583 29,755 1.34% Shares
FC Advisory LLC $722,458 26,165 1.18% Shares
CENTRAL VALLEY ADVISORS, LLC $684,492 24,790 1.12% Shares
CAPTRUST FINANCIAL ADVISORS $659,917 23,900 1.08% Shares
Sovran Advisors, LLC $643,969 23,236 1.05% Shares
Chris Bulman Inc $560,902 20,314 0.92% Shares
Southland Equity Partners LLC $547,621 19,833 0.89% Shares
RAYMOND JAMES FINANCIAL INC $533,815 19,333 0.87% Shares
INDEPENDENT FINANCIAL GROUP, LLC $524,538 18,997 0.86% Shares
OLD MISSION CAPITAL LLC $510,013 18,471 0.83% Shares
Ameritas Advisory Services, LLC $488,863 17,705 0.80% Shares
OSAIC HOLDINGS, INC. $457,164 16,558 0.75% Shares
Ashton Thomas Private Wealth, LLC $456,199 16,522 0.75% Shares
MML INVESTORS SERVICES, LLC $454,183 16,449 0.74% Shares
LPL Financial LLC $418,454 15,155 0.68% Shares
JANE STREET GROUP, LLC $395,536 14,325 0.65% Shares
IMG Wealth Management, Inc. $367,290 13,302 0.60% Shares
TRUIST FINANCIAL CORP $342,660 12,410 0.56% Shares
Independent Advisor Alliance $325,789 11,799 0.53% Shares
First Heartland Consultants, Inc. $323,663 11,722 0.53% Shares
Integrity Advisory Solutions, LLC $289,204 10,474 0.47% Shares
AssuredPartners Investment Advisors, LLC $286,746 10,385 0.47% Shares
BridgePort Financial Solutions, LLC $284,758 10,313 0.47% Shares
Soltis Investment Advisors LLC $284,450 10,302 0.46% Shares
CFO4Life Group, LLC $274,100 9,927 0.45% Shares
NewEdge Advisors, LLC $268,550 9,726 0.44% Shares
Steward Partners Investment Advisory, LLC $268,440 9,722 0.44% Shares
GILL CAPITAL PARTNERS, LLC $260,626 9,439 0.43% Shares
Continuum Advisory, LLC $259,494 9,398 0.42% Shares
FSA Advisors, Inc. $249,526 9,037 0.41% Shares
TrustBank $248,504 9,000 0.41% Shares
Galvin, Gaustad & Stein, LLC $241,602 8,750 0.39% Shares
Main Street Financial Solutions, LLC $240,083 8,695 0.39% Shares
IFP Advisors, Inc $239,448 8,672 0.39% Shares
Farther Finance Advisors, LLC $237,372 8,597 0.39% Shares
Trek Financial, LLC $234,422 8,490 0.38% Shares
WEALTHGARDEN F.S. LLC $230,257 8,339 0.38% Shares
Archer Investment Corp $229,756 8,321 0.38% Shares
Tradition Wealth Management, LLC $220,230 7,976 0.36% Shares
Bluesphere Advisors LLC $219,733 7,958 0.36% Shares
Allworth Financial LP $176,273 6,384 0.29% Shares
CoreCap Advisors, LLC $157,662 5,710 0.26% Shares
JPMORGAN CHASE & CO $79,279 2,874 0.13% Shares
Spire Wealth Management $66,820 2,420 0.11% Shares
Clearstead Advisors, LLC $55,113 1,996 0.09% Shares
AE Wealth Management LLC $53,760 1,947 0.09% Shares
Financial Network Wealth Advisors LLC $40,423 1,464 0.07% Shares
Investors Portfolio Services LLC $30,373 1,100 0.05% Shares
UBS Group AG $29,379 1,064 0.05% Shares
DHJJ Financial Advisors, Ltd. $27,474 995 0.04% Shares
EVERMAY WEALTH MANAGEMENT LLC $24,851 900 0.04% Shares
IFG Advisory, LLC $13,806 500 0.02% Shares
CWM, LLC $5,002 187 0.01% Shares
Noble Wealth Management PBC $2,761 100 0.00% Shares
CENTAURUS FINANCIAL, INC. $1,863 67,473 0.00% Shares
HRT FINANCIAL LP $766 27,778 0.00% Shares
Cambridge Investment Research Advisors, Inc. $592 21,457 0.00% Shares
Capital Analysts, LLC $27 992 0.00% Shares

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