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Munitions Restocking

Munitions restocking covers the artillery, missiles, and propellant being replaced after inventories were drawn down faster than they could be built. Capacity expansion here is slow and capital intensive.

11 stocks

#	Name	Holding	Trade Value	Theme Stocks	% of Portfolio	Status
2476	SAS Sanford Advisory Services Portage, Michigan	$259K	$0	1	0.07%	Maintained
2477	OPPS Obsidian Personal Planning Solutions Rockville, Maryland	$258K	$0	1	0.47%	Maintained
2478	AWMT AAFMAA Wealth Management & Trust Fayetteville, North Carolina	$257K	+$304K	1	0.19%	New
2479	BCM Buckhead Capital Management Atlanta, Georgia	$257K	$0	1	0.07%	Maintained
2480	CL COWA LLC Tulsa, Oklahoma	$256K	+$23.8K	2	0.17%	Increased
2481	Hills Bank & Trust North Liberty, Iowa	$256K	-$43.8K	1	0.04%	Reduced
2482	NB Nicolet Bankshares Green Bay, Wisconsin	$256K	-$807K	1	0.07%	Reduced
2483	PCMF Private Capital Management (Florida) Naples, Florida	$256K	+$283K	1	0.04%	New
2484	VCAM Van Cleef Asset Management Beachwood, Ohio	$256K	$0	1	0.05%	Maintained
2485	MF Meridian Financial Holliston, Massachusetts	$255K	-$9.05K	1	0.3%	Reduced
2486	EBA Eagle Bay Advisors New York	$255K	-$14.9K	3	0.16%	Reduced
2487	GM GeoWealth Management Chicago, Illinois	$254K	-$90.1K	1	0.03%	Reduced
2488	GPA Guerra Pan Advisors Montclair, New Jersey	$254K	$0	1	0.37%	Maintained
2489	IAG Investment Advisory Group Hanover, Massachusetts	$254K	$0	1	0.18%	Maintained
2490	RCWM Royal Capital Wealth Management Carmel, Indiana	$254K	+$1.15K	1	0.3%	Increased
2491	BFAG Blackston Financial Advisory Group The Villages, Florida	$253K	-$10.6K	1	0.18%	Reduced
2492	CWM Campbell Wealth Management Alexandria, Virginia	$253K	+$22.4K	1	0.04%	Increased
2493	FH FWG Holdings Winter Park, Florida	$253K	+$1.54K	1	0.19%	Increased
2494	HGERS Householder Group Estate & Retirement Specialist Scottsdale, Arizona	$252K	+$268K	4	0.1%	New
2495	MIM Moseley Investment Management Bradenton, Florida	$252K	-$38.1K	1	0.19%	Reduced
2496	CP Camelot Portfolios Maumee, Ohio	$251K	$0	1	0.24%	Maintained
2497	CG Corundum Group Colorado Springs, Colorado	$250K	+$276K	1	0.16%	New
2498	VC Vicus Capital State College, Pennsylvania	$250K	+$1.09K	1	0.03%	Increased
2499	WAG Winthrop Advisory Group Boston, Massachusetts	$250K	+$10.8K	1	0.05%	Increased
2500	AIA AIMZ Investment Advisors Los Altos, California	$249K	$0	1	0.13%	Maintained