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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
2776	SOAMC Spirit of America Management Corp Syosset, New York	$177K	$0	1	0.04%	Maintained
2777	CPG Custom Portfolio Group Englewood, Colorado	$175K	+$156K	2	0.16%	New
2778	PCWA Pacific Capital Wealth Advisors Corona, California	$173K	+$163K	2	0.04%	New
2779	AGWCA Annis Gardner Whiting Capital Advisors Tampa, Florida	$170K	+$11.5K	3	0.08%	Increased
2780	SC Stephens Consulting Flint, Michigan	$169K	$0	2	0.06%	Maintained
2781	TFA Toth Financial Advisory Leesburg, Virginia	$167K	-$21.8K	4	0.02%	Reduced
2782	RDIA RE Dickinson Investment Advisors Council Bluffs, Iowa	$167K	-$11.9K	2	0.11%	Reduced
2783	MIM Meridiem Investment Management London, United Kingdom	$166K	$0	1	0%	Maintained
2784	NMM Naples Money Management Naples, Florida	$166K	+$150K	3	0.16%	New
2785	CP Castleview Partners Dallas, Texas	$166K	+$149K	2	0.12%	Increased
2786	IPW Impact Partnership Wealth Marietta, Georgia	$165K	-$228K	5	0.06%	Reduced
2787	TLA Tanglewood Legacy Advisors Houston, Texas	$165K	$0	2	0.09%	Maintained
2788	PAG Paladin Advisory Group Clive, Iowa	$155K	-$78K	2	0.13%	Reduced
2789	RP Rowlandmiller & Partners Atlanta, Georgia	$154K	-$3.96K	1	0.04%	Reduced
2790	ORAM One River Asset Management Stamford, Connecticut	$153K	-$169K	2	0%	Reduced
2791	CAM Creekmur Asset Management Morton, Illinois	$152K	+$140K	4	0.05%	New
2792	SPWM Spartan Planning & Wealth Management Greensboro, North Carolina	$149K	+$136K	2	0.16%	Increased
2793	LJHT Laurie J. Hall Trustee	$148K	+$74.5K	2	0.06%	Increased
2794	CYG Clean Yield Group Norwich, Vermont	$147K	$0	1	0.06%	Maintained
2795	EWP Elevation Wealth Partners Santa Rosa, California	$146K	+$15.4K	2	0.09%	Increased
2796	FFL Financial Freedom LLC Cincinnati, Ohio	$146K	+$791	2	0.09%	Increased
2797	CSWM Cassady Schiller Wealth Management Cincinnati, Ohio	$142K	$0	3	0.07%	Maintained
2798	SIS Strategic Investment Solutions Orland Park, Illinois	$139K	-$763K	3	0.02%	Reduced
2799	JEST JTC Employer Solutions Trustee St Helier, Jersey	$138K	$0	1	0.01%	Maintained
2800	IGWM ICA Group Wealth Management Denver, Colorado	$137K	+$131K	4	0.03%	New