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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
2826	LEA Legacy Edge Advisors Syosset, New York	$214K	+$5.94K	1	0.04%	Increased
2827	SAM Secure Asset Management Troy, Michigan	$214K	+$17.8K	1	0.04%	Increased
2828	KCPG Kavar Capital Partners Group Leawood, Kansas	$213K	-$8.48K	1	0.04%	Reduced
2829	TFGT TS Financial Group (TSFG) Lake Forest, Illinois	$213K	+$310	4	0.05%	Increased
2830	CP Canopy Partners Cincinnati, Ohio	$213K	+$219K	1	0.1%	New
2831	KFA Kelleher Financial Advisors New York	$213K	$0	1	0.09%	Maintained
2832	HPFG Hart & Patterson Financial Group Amherst, Massachusetts	$213K	-$1.14K	1	0.11%	Reduced
2833	OL Owen LaRue Elizabethtown, Kentucky	$212K	-$89.3K	1	0.13%	Reduced
2834	NEPPG New England Professional Planning Group Westerly, Rhode Island	$211K	$0	1	0.11%	Maintained
2835	PAMG Patton Albertson Miller Group Chattanooga, Tennessee	$211K	+$217K	1	0.03%	New
2836	KNFPWM Keeler & Nadler Financial Planning & Wealth Management Dublin, Ohio	$211K	-$4.96K	1	0.12%	Reduced
2837	SOAMC Spirit of America Management Corp Syosset, New York	$211K	$0	1	0.04%	Maintained
2838	RMF Red Mountain Financial Fort Collins, Colorado	$210K	+$205K	1	0.25%	New
2839	OCFG O'Connor Financial Group Quincy, Illinois	$210K	+$3K	1	0.12%	Increased
2840	EBWM Eagle Bluffs Wealth Management Columbia, Missouri	$209K	$0	1	0.12%	Maintained
2841	HCA Hyperion Capital Advisors New York	$209K	$0	1	0.1%	Maintained
2842	SC Solstein Capital Menlo Park, California	$209K	$0	3	0.14%	Maintained
2843	SLWA San Luis Wealth Advisors San Luis Obispo, California	$208K	+$218K	1	0.05%	New
2844	CGA Crescent Grove Advisors Lake Forest, Illinois	$206K	-$1M	1	0.02%	Reduced
2845	SWM Stockman Wealth Management Billings, Montana	$205K	+$212K	1	0.04%	New
2846	SIC Sterling Investment Counsel Buffalo, New York	$205K	-$23.3K	1	0.08%	Reduced
2847	BTWM Brass Tax Wealth Management Cincinnati, Ohio	$204K	+$210K	1	0.04%	New
2848	BFG Bouchey Financial Group Troy, New York	$204K	+$211K	1	0.02%	New
2849	CSM Advisors Warrendale, Pennsylvania	$204K	-$6.41M	1	0.01%	Reduced
2850	NRA NSI Retail Advisors Warrendale, Pennsylvania	$204K	+$197K	1	0.04%	New