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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	SNS Financial Group Minneapolis, Minnesota	$202K	+$190K	1	0.02%	New
2752	ABN AMRO Investment Solutions Paris Cedex 008,	$201K	+$179K	1	0%	New
2753	PBO Peoples Bank (Ohio) Marietta, Ohio	$201K	+$189K	1	0.12%	New
2754	AFC AFT Forsyth & Company West Palm Beach, Florida	$201K	+$189K	1	0.13%	New
2755	C CEDRUS Littleton, Colorado	$201K	+$201K	1	0.12%	New
2756	LWM Lakeridge Wealth Management Mentor, Ohio	$200K	+$201K	1	0.14%	New
2757	VFG Victory Financial Group Austin, Texas	$200K	+$201K	1	0.14%	New
2758	CFG CKW Financial Group Honolulu, Hawaii	$198K	+$31.7K	1	0.03%	Increased
2759	NCM Northwest Capital Management Lake Oswego, Oregon	$195K	$0	4	0.07%	Maintained
2760	RFG RFP Financial Group Atlanta, Georgia	$195K	-$16.9K	2	0.08%	Reduced
2761	TFGT TS Financial Group (TSFG) Lake Forest, Illinois	$192K	-$32.8K	4	0.06%	Reduced
2762	DCBT Dakota Community Bank & Trust Hebron, North Dakota	$191K	+$12K	2	1.07%	Increased
2763	SWM Sugarloaf Wealth Management Duluth, Georgia	$191K	+$158	2	0.05%	Increased
2764	EC EntryPoint Capital New York	$190K	+$175K	4	0.18%	New
2765	AW Avion Wealth The Woodlands, Texas	$188K	+$172K	4	0.05%	Increased
2766	RDFA Ritter Daniher Financial Advisory Cincinnati, Ohio	$188K	-$41.1K	3	0.07%	Reduced
2767	TCM Tradewinds Capital Management Bellingham, Washington	$188K	-$1.5K	2	0.07%	Reduced
2768	ACP Arcus Capital Partners Atlanta, Georgia	$187K	+$176K	1	0.07%	New
2769	B Birchbrook Bangor, Maine	$186K	+$183K	3	0.12%	New
2770	GW&K Investment Management Boston, Massachusetts	$184K	+$7.55K	5	0%	Increased
2771	CTWM Cherry Tree Wealth Management Minnetonka, Minnesota	$182K	$0	2	0.05%	Maintained
2772	TIM Thompson Investment Management Madison, Wisconsin	$181K	$0	3	0.03%	Maintained
2773	UIA Ulland Investment Advisors Minneapolis, Minnesota	$180K	$0	1	0.18%	Maintained
2774	KFA Kelleher Financial Advisors New York	$178K	$0	1	0.08%	Maintained
2775	GWSG GPS Wealth Strategies Group Centennial, Colorado	$178K	+$79	2	0.03%	Increased