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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	MWP MYCIO Wealth Partners Philadelphia, Pennsylvania	$35K	+$22	3	0.01%	Increased
1027	PCTC Perkins Coie Trust Company Seattle, Washington	$35K	$0	1	0.03%	Maintained
1028	CFSG Community Financial Services Group Newport, Vermont	$31K	$0	1	0.02%	Maintained
1029	KPCM Kings Point Capital Management Great Neck, New York	$30K	$0	1	0.01%	Maintained
1030	NYLT New York Life Trust New York	$29K	-$89.2K	1	0.12%	Reduced
1031	LNB Ledyard National Bank	$27K	$0	1	0.01%	Maintained
1032	CA CapWealth Advisors Franklin, Tennessee	$26K	-$37.7K	1	0.01%	Reduced
1033	Colony Group Boston, Massachusetts	$26K	+$9.61K	4	0%	Increased
1034	BRWM B. Riley Wealth Management Memphis, Tennessee	$22K	$0	1	0.02%	Maintained
1035	HHMI Howard Hughes Medical Institute Chevy Chase, Maryland	$22K	+$4.33K	1	0%	Increased
1036	AFIA America First Investment Advisors Omaha, Nebraska	$21K	+$22.6K	1	0.01%	New
1037	CHC City Holding Co Charleston, West Virginia	$21K	$0	2	0.01%	Maintained
1038	LFR Lehman Financial Resources Media, Pennsylvania	$21K	$0	2	0.01%	Maintained
1039	Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts	$20K	$0	1	0%	Maintained
1040	MSFP Mark Sheptoff Financial Planning Glastonbury, Connecticut	$20K	$0	2	0.02%	Maintained
1041	NIM NuWave Investment Management Parsippany, New Jersey	$20K	-$41.2K	1	0.06%	Reduced
1042	Pathstone Family Office Englewood, New Jersey	$20K	+$1.74K	1	0.06%	Increased
1043	Waverly Advisors Birmingham, Alabama	$20K	+$7.14K	2	0.01%	Increased
1044	TCOV Trust Company of Vermont Brattleboro, Vermont	$19K	+$10.2K	1	0%	Increased
1045	CRM Cramer Rosenthal McGlynn Stamford, Connecticut	$18K	-$37M	1	0%	Reduced
1046	FWM Focused Wealth Management Newburgh, New York	$18K	$0	3	0.01%	Maintained
1047	Gradient Investments Arden Hills, Minnesota	$17K	+$17.2K	2	0%	New
1048	SFSIG San Francisco Sentry Investment Group San Francisco, California	$16K	+$186	2	0.01%	Increased
1049	SSB Sandy Spring Bank Olney, Maryland	$14K	+$2.36K	2	0%	Increased
1050	WhitTier Trust Company Reno, Nevada	$14K	$0	1	0%	Maintained