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Alcohol

Brewers, distillers, and winemakers sell brands with very long lives and steady pricing power. Volumes are flat in mature markets, so growth has to come from premium products and from newer ones.

24 stocks

#	Name	Holding	Trade Value	Theme Stocks	% of Portfolio	Status
1701	SOAMC Spirit of America Management Corp Syosset, New York	$280K	$0	1	0.06%	Maintained
1702	AWM Accurate Wealth Management Wesley Chapel, Florida	$279K	+$12.7K	1	0.15%	Increased
1703	Anchor Capital Advisors Boston, Massachusetts	$279K	$0	1	0.01%	Maintained
1704	BWP Baldwin Wealth Partners Marion, Massachusetts	$279K	$0	3	0.04%	Maintained
1705	IWN Independent Wealth Network Urbandale, Iowa	$279K	+$22.6K	2	0.2%	Increased
1706	RCG Regatta Capital Group El Segundo, California	$279K	-$78.1K	2	0.13%	Reduced
1707	Equitable Holdings New York	$275K	-$230K	2	0.01%	Reduced
1708	SIA Strategic Investment Advisors Farmington Hills, Michigan	$275K	+$287K	1	0.05%	New
1709	NPF Norris Perne & French Grand Rapids, Michigan	$271K	$0	1	0.03%	Maintained
1710	AAI American Assets Inc San Diego, California	$270K	$0	1	0.09%	Maintained
1711	MCM Monarch Capital Management Fort Wayne, Indiana	$270K	$0	1	0.08%	Maintained
1712	CSPAM Cary Street Partners Asset Management Richmond, Virginia	$269K	-$38K	1	0.06%	Reduced
1713	CWM CCG Wealth Management San Diego, California	$268K	$0	1	0.15%	Maintained
1714	SFG SevenBridge Financial Group Harrisburg, Pennsylvania	$267K	$0	1	0.11%	Maintained
1715	WAM Watershed Asset Management San Francisco, California	$265K	+$261K	1	0.33%	New
1716	55I LLC Boston, Massachusetts	$264K	+$276K	1	0.01%	New
1717	LWP Lumature Wealth Partners Alpharetta, Georgia	$264K	+$14.9K	1	0.12%	Increased
1718	ACM Argyle Capital Management Center Valley, Pennsylvania	$261K	$0	1	0.09%	Maintained
1719	Credit Agricole Montrouge Cedex, France	$260K	$0	5	0.01%	Maintained
1720	SDWMA Schneider Downs Wealth Management Advisors Pittsburgh, Pennsylvania	$260K	+$279K	2	0.07%	New
1721	GWANC Guardian Wealth Advisors (North Carolina) Raleigh, North Carolina	$259K	+$283K	1	0.05%	New
1722	QPWM Quadrant Private Wealth Management Center Valley, Pennsylvania	$259K	+$22.4K	1	0.11%	Increased
1723	WF WoodTrust Financial Wisconsin Rapids, Wisconsin	$259K	$0	1	0.06%	Maintained
1724	BIA Barry Investment Advisors New Bedford, Massachusetts	$258K	+$243	1	0.08%	Increased
1725	BFS Baskin Financial Services Toronto, Ontario, Canada	$258K	-$19K	1	0.03%	Reduced