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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
1226	BRWA B. Riley Wealth Advisors Boca Raton, Florida	$291K	+$26.3K	1	0.04%	Increased
1227	Johnson Investment Counsel Cincinnati, Ohio	$290K	-$19.3K	1	0.01%	Reduced
1228	HPC Hobart Private Capital Charlotte, North Carolina	$288K	+$15.5K	1	0.22%	Increased
1229	Avantax Advisory Services Dallas, Texas	$287K	+$262K	1	0.02%	Increased
1230	CCA Cobblestone Capital Advisors Rochester, New York	$285K	+$271K	1	0.03%	New
1231	PTC Private Trust Company Cleveland, Ohio	$284K	$0	1	0.06%	Maintained
1232	SLF Sun Life Financial Toronto, Ontario, Canada	$283K	+$184K	4	0.06%	Increased
1233	FMLI Fukoku Mutual Life Insurance Tokyo, Japan	$281K	$0	2	0.04%	Maintained
1234	OC Oppenheimer & Close New York	$281K	$0	1	0.34%	Maintained
1235	RHBC R.H. Bluestein & Co Birmingham, Michigan	$280K	$0	1	0.02%	Maintained
1236	BW Biegel & Waller Columbia, Maryland	$277K	-$3.76M	1	0.14%	Reduced
1237	HCM Highlander Capital Management Short Hills, New Jersey	$277K	-$35.2K	4	0.17%	Reduced
1238	WPP Whalerock Point Partners Providence, Rhode Island	$277K	+$263K	1	0.18%	New
1239	WCM Windward Capital Management Los Angeles, California	$276K	-$2.47K	1	0.04%	Reduced
1240	MCM Maryland Capital Management Towson, Maryland	$275K	$0	1	0.03%	Maintained
1241	ARM Adirondack Research & Management Guilderland, New York	$270K	-$179K	1	0.17%	Reduced
1242	BAM Barrett Asset Management New York	$268K	$0	1	0.02%	Maintained
1243	Wealthfront Advisers Palo Alto, California	$267K	+$22.3K	1	0%	Increased
1244	LC LCNB Corp Lebanon, Ohio	$266K	$0	1	0.19%	Maintained
1245	TC Telemus Capital Southfield, Michigan	$266K	-$8.39K	1	0.02%	Reduced
1246	Vestmark Advisory Solutions Wakefield, Massachusetts	$264K	+$252K	1	0.05%	New
1247	VNB Virginia National Bank Charlottesville, Virginia	$264K	-$152K	1	0.18%	Reduced
1248	MC Machina Capital Paris, France	$261K	-$397K	2	0.1%	Reduced
1249	RHAM Round Hill Asset Management Pasadena, California	$260K	$0	1	0.16%	Maintained
1250	TCM Telos Capital Management San Diego, California	$260K	-$4.49K	1	0.08%	Reduced