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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
2751	BF bLong Financial Memphis, Tennessee	$720K	$0	1	0.47%	Maintained
2752	GWM Greenline Wealth Management Boca Raton, Florida	$719K	+$76.8K	1	0.59%	Increased
2753	ACA Atlas Capital Advisors Jackson, Wyoming	$719K	-$840K	4	0.08%	Reduced
2754	Todd Asset Management Louisville, Kentucky	$718K	$0	1	0.01%	Maintained
2755	BOS Bank of Stockton Stockton, California	$718K	$0	1	0.2%	Maintained
2756	BCG BayBridge Capital Group Pleasanton, California	$717K	-$271K	1	0.37%	Reduced
2757	SLA Silver Lake Advisory Cottonwood Heights, Utah	$716K	+$2.57K	1	0.26%	Increased
2758	PCA Prosperity Capital Advisors Westlake, Ohio	$716K	-$29.5K	1	0.04%	Reduced
2759	EPP ETF Portfolio Partners Leawood, Kansas	$716K	$0	1	0.17%	Maintained
2760	FFC First Financial Corp Terre Haute, Indiana	$714K	-$2.57K	2	0.25%	Reduced
2761	AGA Accuvest Global Advisors Provo, Utah	$714K	+$735K	2	0.61%	New
2762	UA Unison Advisors Washington, District of Columbia	$714K	+$6.95K	1	0.05%	Increased
2763	KFS Kaizen Financial Strategies Campbell, California	$713K	-$57.9K	1	0.23%	Reduced
2764	AC Avenir Corporation Alexandria, Virginia	$713K	+$8.25K	2	0.09%	Increased
2765	WIA Westbourne Investment Advisors Annapolis, Maryland	$713K	+$6.67K	2	0.2%	Increased
2766	EW Element Wealth Ridgeland, Mississippi	$711K	-$13K	1	0.27%	Reduced
2767	LF Lantz Financial Naperville, Illinois	$711K	+$14.3K	1	0.13%	Increased
2768	DWM DecisionMap Wealth Management Great Falls, Virginia	$711K	+$8.25K	1	0.4%	Increased
2769	HG Harbor Group Bedford, New Hampshire	$709K	-$1.83K	1	0.08%	Reduced
2770	CFG Carr Financial Group Worcester, Massachusetts	$708K	-$260K	1	0.16%	Reduced
2771	SGWP Sun Group Wealth Partners Irvine, California	$705K	-$246K	1	0.48%	Reduced
2772	DCM Dimension Capital Management Coral Gables, Florida	$703K	$0	1	0.08%	Maintained
2773	RCM Requisite Capital Management Dallas, Texas	$702K	-$917	1	0.12%	Reduced
2774	SWRP Summit Wealth & Retirement Planning San Ramon, California	$702K	$0	1	0.15%	Maintained
2775	PA Promethium Advisors Bethesda, Maryland	$702K	-$183K	1	0.34%	Reduced