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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
2626	LA Lifeworks Advisors Grand Rapids, Michigan	$270K	+$38.7K	1	0.13%	Increased
2627	MSWM McGlone Suttner Wealth Management Appleton, Wisconsin	$269K	+$50.2K	1	0.07%	Increased
2628	RDFA Ritter Daniher Financial Advisory Cincinnati, Ohio	$269K	-$57.2K	2	0.12%	Reduced
2629	PI Pettee Investors Rowayton, Connecticut	$268K	-$15.2K	1	0.13%	Reduced
2630	CWP Concord Wealth Partners Abingdon, Virginia	$268K	-$129K	4	0.08%	Reduced
2631	AC Avenir Corporation Alexandria, Virginia	$268K	+$1.43K	1	0.03%	Increased
2632	E Fund Management Guangzhou, China	$267K	-$10.8K	1	0.02%	Reduced
2633	VBFG Vishria Bird Financial Group Memphis, Tennessee	$267K	$0	1	0.17%	Maintained
2634	SC Steph & Co Marinette, Wisconsin	$266K	$0	2	0.17%	Maintained
2635	VWMG Virginia Wealth Management Group Virginia Beach, Virginia	$266K	+$4.92K	1	0.18%	Increased
2636	CSIA Carl Stuart Investment Advisor Austin, Texas	$264K	+$185K	1	0.25%	New
2637	NWA Navis Wealth Advisors Rye Brook, New York	$263K	+$5.42K	1	0.29%	Increased
2638	GM GeoWealth Management Chicago, Illinois	$263K	-$35.2K	1	0.03%	Reduced
2639	DWP Destiny Wealth Partners Tavares, Florida	$262K	-$177K	1	0.05%	Reduced
2640	AIA Alera Investment Advisors Deerfield, Illinois	$262K	+$6.6K	1	0.06%	Increased
2641	PFWA Paces Ferry Wealth Advisors Atlanta, Georgia	$261K	+$11.2K	1	0.21%	Increased
2642	KA KLCM Advisors Milwaukee, Wisconsin	$261K	+$22.2K	1	0.05%	Increased
2643	KFSC Keystone Financial Services (Colorado) Loveland, Colorado	$259K	+$5.81K	1	0.14%	Increased
2644	GSAM Grant Street Asset Management Canonsburg, Pennsylvania	$259K	$0	1	0.11%	Maintained
2645	RCI RS Crum Inc Newport Beach, California	$258K	$0	1	0.1%	Maintained
2646	GWM Greenhouse Wealth Management Westport, Connecticut	$258K	$0	1	0.24%	Maintained
2647	BOSSRA B.O.S.S. Retirement Advisors Lehi, Utah	$258K	+$32.1K	1	0.06%	Increased
2648	SIC Samalin Investment Counsel Chappaqua, New York	$258K	+$71K	1	0.16%	Increased
2649	PPWM PFG Private Wealth Management Lutz, Florida	$258K	+$170K	2	0.16%	Increased
2650	SWP Summit Wealth Partners Orlando, Florida	$258K	-$13.9K	1	0.07%	Reduced