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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
2801	SWA SOA Wealth Advisors New York	$61K	$0	3	0.01%	Maintained
2802	OA Operose Advisors Milwaukee, Wisconsin	$60K	$0	2	0.04%	Maintained
2803	FRA Front Row Advisors Tiburon, California	$58K	-$758	1	0.02%	Reduced
2804	SC Schubert & Co Mckinney, Texas	$57K	+$20K	7	0.06%	Increased
2805	WB West Bancorporation West Des Moines, Iowa	$57K	+$29.9K	1	0.04%	Increased
2806	BHWM Bay Harbor Wealth Management Hunt Valley, Maryland	$56K	+$52.6K	2	0.02%	New
2807	LAS Lloyd Advisory Services Suwanee, Georgia	$56K	+$52.4K	2	0.03%	New
2808	PP PFS Partners Mine Hill, New Jersey	$55.4K	$0	3	0.05%	Maintained
2809	EI Ellevest Inc New York	$54K	+$233	1	0%	Increased
2810	PO Private Ocean San Rafael, California	$54K	-$31.3K	3	0.01%	Reduced
2811	ACK Andrew C. Karlinski	$53K	+$40.3K	2	0.1%	Increased
2812	DWMG DB Wealth Management Group San Diego, California	$52K	-$95	2	0.03%	Reduced
2813	OAJ Ogorek Anthony Joseph Williamsville, New York	$51K	$0	3	0.02%	Maintained
2814	SC Sawyer & Company Boston, Massachusetts	$50K	-$3.98K	1	0.02%	Reduced
2815	SFG Steward Financial Group Colleyville, Texas	$49K	+$44.3K	3	0.04%	Increased
2816	CMA Cedar Mountain Advisors Lake Oswego, Oregon	$47K	$0	1	0.01%	Maintained
2817	MCA Maryland Capital Advisors Chester, Maryland	$47K	$0	1	0.04%	Maintained
2818	ANBT American National Bank & Trust Wichita Falls, Texas	$45K	+$29.5K	3	0.01%	Increased
2819	BCFD Boit C.F. David	$43K	$0	1	0.03%	Maintained
2820	EBA Eagle Bay Advisors New York	$43K	-$215K	1	0.04%	Reduced
2821	RA Rational Advisors Huntington, New York	$43K	-$1.27M	1	0%	Reduced
2822	DCM Disciplina Capital Management Nashville, Tennessee	$43K	+$1.4K	1	0.01%	Increased
2823	GWMI Guardian Wealth Management (Illinois) Peoria, Illinois	$42K	+$197	2	0.04%	Increased
2824	CI Cordant Inc Portland, Oregon	$41K	+$39.2K	6	0.03%	New
2825	PA PSI Advisors Tampa, Florida	$40K	-$7.63K	4	0.02%	Reduced