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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
1351	TFS TrustCore Financial Services Brentwood, Tennessee	$177K	+$4.76K	3	0.04%	Increased
1352	Bartlett & Co Wealth Management Cincinnati, Ohio	$176K	+$100K	3	0%	Increased
1353	Bartlett & Co Cincinnati, Ohio	$176K	+$100K	3	0%	Increased
1354	KTC Kistler-Tiffany Companies Berwyn, Pennsylvania	$174K	$0	2	0.07%	Maintained
1355	Cresset Asset Management Chicago, Illinois	$171K	$0	1	0.01%	Maintained
1356	SSB Sandy Spring Bank Olney, Maryland	$168K	+$36.9K	4	0.01%	Increased
1357	BAM Barrett Asset Management New York	$164K	-$120K	1	0.01%	Reduced
1358	KFA Kelleher Financial Advisors New York	$162K	$0	1	0.2%	Maintained
1359	LC Lindbrook Capital Calabasas, California	$162K	+$18.2K	9	0.06%	Increased
1360	MIM Macroview Investment Management Bethesda, Maryland	$160K	-$9K	1	0.35%	Reduced
1361	CMBA C.M. Bidwell & Associates Honolulu, Hawaii	$158K	+$28.6K	4	0.16%	Increased
1362	CA Centerpoint Advisors Needham, Massachusetts	$155K	$0	2	0.12%	Maintained
1363	BCM Beddow Capital Management Jackson, Wyoming	$154K	$0	1	0.1%	Maintained
1364	HCM Highlander Capital Management Short Hills, New Jersey	$151K	$0	3	0.09%	Maintained
1365	DMK David M. Knott	$146K	-$1.61M	1	0.06%	Reduced
1366	FWM Focused Wealth Management Newburgh, New York	$146K	$0	2	0.04%	Maintained
1367	JWA JFS Wealth Advisors Hermitage, Pennsylvania	$130K	$0	1	0.03%	Maintained
1368	VCM Violich Capital Management San Francisco, California	$130K	+$117K	1	0.03%	New
1369	APC Aspire Private Capital Cornelius, North Carolina	$126K	+$9.5K	1	0.06%	Increased
1370	GLI Guardian Life Insurance New York	$126K	+$566	3	0.02%	Increased
1371	PCA Providence Capital Advisors Charlotte, North Carolina	$125K	$0	1	0.07%	Maintained
1372	CAC Certified Advisory Corp Altamonte Springs, Florida	$123K	-$39.7K	1	0.04%	Reduced
1373	Mairs & Power Inc St Paul, Minnesota	$122K	$0	1	0%	Maintained
1374	WhitTier Trust Company Reno, Nevada	$121K	+$30.1K	3	0.01%	Increased
1375	JGIA Jackson Grant Investment Advisers Stamford, Connecticut	$117K	+$334	1	0.07%	Increased