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Energy Efficiency

Efficiency is the cheapest energy there is — insulation, better motors, heat pumps, controls, and lighting that cut consumption instead of adding supply. Building codes and utility rebates create much of the demand.

31 stocks

#	Name	Holding	Trade Value	Theme Stocks	% of Portfolio	Status
2301	TWM TRB Wealth Management Houston, Texas	$1.06M	-$91K	3	0.14%	Reduced
2302	JIR James Investment Research Alpha, Ohio	$1.05M	-$464K	2	0.11%	Reduced
2303	TWM Tradition Wealth Management Edina, Minnesota	$1.05M	-$502K	3	0.06%	Reduced
2304	AAM AR Asset Management West Hollywood, California	$1.05M	$0	1	0.19%	Maintained
2305	VFA Voya Financial Advisors Windsor, Connecticut	$1.05M	+$101K	3	0.09%	Increased
2306	PWG Portside Wealth Group Provo, Utah	$1.05M	-$120K	3	0.12%	Reduced
2307	SC Shay Capital New York	$1.05M	-$457K	2	0.07%	Reduced
2308	BHBT Burke & Herbert Bank & Trust Alexandria, Virginia	$1.05M	-$913K	2	0.26%	Reduced
2309	MCM Magnolia Capital Management Cold Spring, New York	$1.04M	-$480K	2	0.72%	Reduced
2310	Catalyst Capital Advisors Huntington, New York	$1.04M	-$631K	1	0.02%	Reduced
2311	WFG Wills Financial Group Richmond, Virginia	$1.04M	-$991K	1	0.38%	Reduced
2312	CC Colrain Capital Boston, Massachusetts	$1.04M	-$1.04M	1	0.35%	Reduced
2313	HIC Hartline Investment Corp Winnetka, Illinois	$1.04M	-$5.88K	1	0.09%	Reduced
2314	ISWM Independent Solutions Wealth Management Williamsville, New York	$1.04M	-$1.15M	1	0.14%	Reduced
2315	OIA Oakmont Investment Advisors Pittsburgh, Pennsylvania	$1.04M	-$1.07M	1	0.72%	Reduced
2316	BHPW Beverly Hills Private Wealth Beverly Hills, California	$1.04M	-$2.06M	2	0.2%	Reduced
2317	SF Seros Financial Tempe, Arizona	$1.04M	$0	1	0.54%	Maintained
2318	AP Advisors Preferred Rockville, Maryland	$1.03M	-$1M	1	0.16%	Reduced
2319	GFA Gallagher Fiduciary Advisors Rolling Meadows, Illinois	$1.03M	-$289K	3	0.03%	Reduced
2320	LD Lipe & Dalton Syracuse, New York	$1.02M	-$21.8K	1	0.48%	Reduced
2321	PWS Peloton Wealth Strategists Indianapolis, Indiana	$1.02M	-$1.1M	1	0.38%	Reduced
2322	BSSFA Baron Silver Stevens Financial Advisors Boca Raton, Florida	$1.02M	-$331K	1	0.13%	Reduced
2323	HI Hendershot Investments Centreville, Virginia	$1.02M	-$184K	1	0.13%	Reduced
2324	FP Financial Perspectives Minneapolis, Minnesota	$1.02M	-$340K	4	0.25%	Reduced
2325	ESC Eurizon SLJ Capital London,	$1.02M	+$307K	2	0.38%	Increased