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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
2551	CF Convergence Financial Columbia, Missouri	$915K	+$147K	1	0.07%	Increased
2552	WI Wealth Intelligence Columbus, Georgia	$914K	+$19.4K	1	0.42%	Increased
2553	API Asset Planning Inc Cypress, California	$914K	-$33.3K	2	0.59%	Reduced
2554	GG Greenwood Gearhart Fayetteville, Arkansas	$913K	+$148K	1	0.04%	Increased
2555	RWM Revisor Wealth Management Akron, Ohio	$913K	+$19.6K	2	0.22%	Increased
2556	KWMG King Wealth Management Group Naples, Florida	$913K	+$12.8K	1	0.1%	Increased
2557	SOW State of Wyoming Cheyenne, Wyoming	$912K	-$150K	4	0.09%	Reduced
2558	PAMG Patton Albertson Miller Group Chattanooga, Tennessee	$911K	-$6.42K	1	0.09%	Reduced
2559	GC GatePass Capital Independence, Ohio	$911K	+$23.3K	1	0.35%	Increased
2560	MAM Milestone Asset Management Pittsburgh, Pennsylvania	$911K	+$261K	1	0.14%	Increased
2561	FA Fountainhead AM Warren, New Jersey	$911K	+$63.3K	1	0.68%	Increased
2562	CSC Caldwell Sutter Capital Sausalito, California	$910K	-$4.4K	5	0.34%	Reduced
2563	HR Hardy Reed Tupelo, Mississippi	$910K	+$12.8K	1	0.06%	Increased
2564	TC TAGStone Capital Charlotte, North Carolina	$908K	+$183	1	0.29%	Increased
2565	BWM BCS Wealth Management Johnson City, Tennessee	$907K	+$108K	1	0.16%	Increased
2566	HWMG Hurlow Wealth Management Group Bloomington, Indiana	$906K	+$550	2	0.19%	Increased
2567	DOA D'Orazio & Associates Falls Church, Virginia	$905K	+$202K	2	0.1%	Increased
2568	Group One Trading Chicago, Illinois	$905K	-$544K	4	0%	Reduced
2569	CFA Collaborative Fund Advisors Reno, Nevada	$903K	+$381K	2	0.53%	Increased
2570	SLWA San Luis Wealth Advisors San Luis Obispo, California	$903K	+$3.75K	3	0.14%	Increased
2571	EA Emerald Advisors Bellevue, Washington	$902K	-$20.9K	1	0.11%	Reduced
2572	JCM Jag Capital Management St Louis, Missouri	$901K	$0	2	0.08%	Maintained
2573	HIG Heritage Investment Group Pompano Beach, Florida	$901K	$0	2	0.12%	Maintained
2574	CIM Catalyst Investment Management Windham, New Hampshire	$900K	+$127K	1	0.82%	Increased
2575	SFC SYM Financial Corp Winona Lake, Indiana	$897K	+$199K	2	0.07%	Increased