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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	Geneos Wealth Management Englewood, Colorado	$1.06M	+$294K	11	0.07%	Increased
952	CIP Convergence Investment Partners Palm Beach Gardens, Florida	$1.06M	-$2.36M	1	0.22%	Reduced
953	TFCM Taylor Frigon Capital Management Scottsdale, Arizona	$1.06M	-$169K	1	0.8%	Reduced
954	GS Gagnon Securities New York	$1.06M	-$3.03K	4	0.24%	Reduced
955	Northwestern Mutual Wealth Management Milwaukee, Wisconsin	$1.05M	+$259K	16	0.01%	Increased
956	BHWM Bar Harbor Wealth Management Concord, New Hampshire	$1.05M	-$77.6K	3	0.12%	Reduced
957	SM Sciencast Management Princeton, New Jersey	$1.05M	+$1.03M	2	0.71%	Increased
958	KA Kaizen Advisory Wheaton, Illinois	$1.04M	+$54.8K	4	0.55%	Increased
959	BRF B. Riley Financial Los Angeles, California	$1.04M	+$783K	2	0.3%	Increased
960	AWW Alan W. Weber	$1.03M	$0	1	0.39%	Maintained
961	DCM Dynamic Capital Management St. Helier, Jersey	$1.03M	+$1.15M	3	1.39%	New
962	FIB First Interstate Bank Billings, Montana	$1.03M	+$173K	3	0.22%	Increased
963	MVA Mount Vernon Associates Baltimore, Maryland	$1.03M	-$33.7K	1	1.52%	Reduced
964	TIM Thompson Investment Management Madison, Wisconsin	$1.03M	+$159K	2	0.18%	Increased
965	HVIA Hudson Valley Investment Advisors Goshen, New York	$1.02M	+$15.4K	1	0.24%	Increased
966	Douglass Winthrop Advisors New York	$1.02M	$0	1	0.05%	Maintained
967	CIM Cambria Investment Management Manhattan Beach, California	$1.02M	+$16.3K	1	0.15%	Increased
968	Kornitzer Capital Management Shawnee Mission, Kansas	$1.02M	+$425K	2	0.02%	Increased
969	AP Appleton Partners Boston, Massachusetts	$1.02M	-$97.3K	1	0.14%	Reduced
970	RWM RKL Wealth Management Lancaster, Pennsylvania	$1.01M	-$69.1K	1	0.21%	Reduced
971	NJBEST New Jersey Better Educational Savings Trust Trenton, New Jersey	$1.01M	+$155K	3	1.03%	Increased
972	FM Forward Management San Francisco, California	$988K	-$14.6M	2	0.17%	Reduced
973	Avidian Wealth Enterprises Houston, Texas	$986K	+$1.08M	1	0.31%	New
974	ECM EII Capital Management New York	$985K	+$289K	1	0.54%	Increased
975	GCM Gator Capital Management Tampa, Florida	$985K	$0	1	1.03%	Maintained