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Homebuilders

Homebuilders buy land, build houses, and sell them, which makes land bought years earlier the main driver of margin. Volumes follow mortgage rates with a lag.

45 stocks

#	Name	Holding	Trade Value	Theme Stocks	% of Portfolio	Status
951	ACM Aviance Capital Management Sarasota, Florida	$144K	+$124K	2	0.08%	Increased
952	HR Howe & Rusling Rochester, New York	$140K	+$72.5K	4	0.04%	Increased
953	SignatureFD Atlanta, Georgia	$138K	+$120K	3	0.05%	Increased
954	ECM Estabrook Capital Management New York	$122K	$0	1	0.01%	Maintained
955	FNBSF First National Bank Sioux Falls Sioux Falls, South Dakota	$122K	$0	1	0.32%	Maintained
956	SA SRH Advisors Salina, Kansas	$121K	+$108K	3	1.19%	New
957	MCM Manchester Capital Management Manchester, Vermont	$119K	-$1.74K	3	0.02%	Reduced
958	RCM Rotella Capital Management Bellevue, Washington	$115K	+$90.4K	1	0.23%	New
959	DVM Dreman Value Management West Palm Beach, Florida	$113K	+$102K	2	0.01%	New
960	GLI Guardian Life Insurance New York	$113K	-$110K	3	0.01%	Reduced
961	FMA FNY Managed Accounts New York	$112K	-$465K	1	0.17%	Reduced
962	MIC MU Investments Company Tokyo, Japan	$112K	-$142K	1	0.05%	Reduced
963	SGC South Georgia Capital Naperville, Illinois	$110K	+$98.4K	2	0.07%	New
964	BAM Brave Asset Management Summit, New Jersey	$106K	+$98.2K	6	0.08%	New
965	HPBT High Point Bank & Trust High Point, North Carolina	$99K	$0	2	0.03%	Maintained
966	Farmers & Merchants Investments Inc Lincoln, Nebraska	$97K	$0	2	0.01%	Maintained
967	IMS Index Management Solutions Philadelphia, Pennsylvania	$95K	-$184K	3	0.02%	Reduced
968	FIM Freedom Investment Management Hartford, Connecticut	$94K	-$523	1	0.02%	Reduced
969	QAM QCI Asset Management Pittsford, New York	$92K	$0	3	0.02%	Maintained
970	VNB Valley National Bancorp New York	$91K	+$81.5K	1	0.09%	New
971	CL CFS LLC Oklahoma City, Oklahoma	$90K	+$82.5K	1	0.08%	New
972	CPA Cowen Prime Advisors New York	$87K	$0	3	0.03%	Maintained
973	WA WealthTrust-Arizona Scottsdale, Arizona	$82K	-$3.13K	7	0.1%	Reduced
974	BRWA B. Riley Wealth Advisors Boca Raton, Florida	$78K	+$63.4K	1	0.02%	New
975	Mairs & Power Inc St Paul, Minnesota	$75K	$0	1	0%	Maintained