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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
1026	TF Tompkins Financial Ithaca, New York	$13K	-$51.3K	1	0%	Reduced
1027	LWA Lenox Wealth Advisors New York	$12K	+$3.55K	1	0.01%	Increased
1028	OC Oakworth Capital Birmingham, Alabama	$11K	+$9.79K	3	0.01%	New
1029	TDC Thompson Davis & Co Richmond, Virginia	$11K	+$9.69K	2	0.02%	New
1030	CBT Central Bank & Trust Lexington, Kentucky	$10K	$0	1	0%	Maintained
1031	CFG CKW Financial Group Honolulu, Hawaii	$10K	+$10.2K	1	0.01%	New
1032	TCOV Trust Company of Vermont Brattleboro, Vermont	$10K	$0	1	0%	Maintained
1033	EFSCE Enterprise Financial Services Corp (EFSC) Clayton, Missouri	$9K	-$978	2	0.01%	Reduced
1034	BCM Blume Capital Management Berkeley, California	$8K	+$7.22K	1	0.01%	New
1035	Gradient Investments Arden Hills, Minnesota	$8K	+$6.56K	4	0%	Increased
1036	JFA JNBA Financial Advisors Bloomington, Minnesota	$7K	$0	1	0%	Maintained
1037	MTIP Magee Thomson Investment Partners San Diego, California	$5K	-$5.48K	1	0%	Reduced
1038	SFSIG San Francisco Sentry Investment Group San Francisco, California	$5K	$0	1	0%	Maintained
1039	FAM Formidable Asset Management Cincinnati, Ohio	$4K	$0	2	0%	Maintained
1040	SSB Sandy Spring Bank Olney, Maryland	$4K	+$3.54K	1	0%	New
1041	WF WealthTrust Fairport Cleveland, Ohio	$4K	-$34K	2	0%	Reduced
1042	WhitTier Trust Company Reno, Nevada	$4K	-$30.8K	1	0%	Reduced
1043	TCI Wealth Advisors Tucson, Arizona	$3K	$0	2	0%	Maintained
1044	BCMIO Beacon Capital Management Inc (Ohio) Dayton, Ohio	$2K	+$2.01K	1	0%	New
1045	KCPG Kavar Capital Partners Group Leawood, Kansas	$2K	+$2.69K	2	0%	New
1046	EAMA EFG Asset Management (Americas) Miami, Florida	$1.56K	+$1.52K	1	0%	New
1047	RWM Raffa Wealth Management Washington, District of Columbia	$1.33K	+$1.46K	2	0%	New
1048	3CP 3G Capital Partners New York	$0	-$12.9M	0	–	Closed
1049	6CM 683 Capital Management New York	$0	-$1.43M	0	–	Closed
1050	AFG Albion Financial Group Salt Lake City, Utah	$0	-$175K	0	–	Closed