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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
2501	Callan Family Office Radnor, Pennsylvania	$373K	+$348K	1	0.12%	New
2502	GWM Gray Wealth Management Bangor, Maine	$372K	+$88.3K	1	0.22%	Increased
2503	BFA Beacon Financial Advisory Cleveland, Ohio	$372K	$0	1	0.27%	Maintained
2504	UAML US Asset Management LLC Pittsburgh, Pennsylvania	$372K	+$357K	2	0.4%	New
2505	AF Affiance Financial St. Louis Park, Minnesota	$372K	+$14.1K	2	0.15%	Increased
2506	AWM AllSquare Wealth Management Albany, New York	$372K	$0	2	0.26%	Maintained
2507	EA Eudaimonia Advisors Winchester, Tennessee	$370K	$0	1	0.25%	Maintained
2508	PJSIMP P.J. Schmidt Investment Management (PJS) Cedarburg, Wisconsin	$369K	+$3.76K	1	0.08%	Increased
2509	CS Capital Square Chattanooga, Tennessee	$368K	$0	1	0.33%	Maintained
2510	PCMK Paragon Capital Management (Kansas) Overland Park, Kansas	$368K	+$38.3K	1	0.23%	Increased
2511	NJBEST New Jersey Better Educational Savings Trust Trenton, New Jersey	$368K	$0	1	1.09%	Maintained
2512	VPP Vertex Planning Partners Downers Grove, Illinois	$368K	+$352K	1	0.14%	New
2513	NB Nicolet Bankshares Green Bay, Wisconsin	$368K	+$48.8K	1	0.13%	Increased
2514	MS Madden Securities Dallas, Texas	$367K	-$157K	3	0.19%	Reduced
2515	LC Lincoln Capital Lincoln, Nebraska	$367K	$0	1	0.11%	Maintained
2516	RMC Resources Management Corp West Hartford, Connecticut	$363K	$0	2	0.06%	Maintained
2517	OLVIG Oliver Lagore Vanvalin Investment Group Flint, Michigan	$362K	+$90.4K	5	0.2%	Increased
2518	TWM Thrive Wealth Management Audubon, Pennsylvania	$360K	-$94	1	0.1%	Reduced
2519	P Paradiem Covington, Louisiana	$358K	+$38.8K	1	0.13%	Increased
2520	QWM Quaker Wealth Management Moorestown, New Jersey	$357K	-$75.2K	1	0.18%	Reduced
2521	WMA West Michigan Advisors Holland, Michigan	$356K	-$3.95K	1	0.26%	Reduced
2522	SSW Smith Shellnut Wilson Ridgeland, Mississippi	$355K	$0	1	0.22%	Maintained
2523	EBT Enterprise Bank & Trust Lowell, Massachusetts	$354K	+$15K	1	0.17%	Increased
2524	HBW Hazlett, Burt & Watson Wheeling, West Virginia	$353K	+$27.9K	4	0.31%	Increased
2525	WAG Winthrop Advisory Group Boston, Massachusetts	$350K	+$39.3K	1	0.07%	Increased