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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
2901	PAG Paladin Advisory Group Clive, Iowa	$151K	-$26.3K	2	0.12%	Reduced
2902	PP PrairieView Partners St. Paul, Minnesota	$149K	$0	1	0.02%	Maintained
2903	PIS POM Investment Strategies Raleigh, North Carolina	$139K	$0	1	0.11%	Maintained
2904	OC Oakmont Corp Los Angeles, California	$138K	$0	1	0.03%	Maintained
2905	AAG Accordant Advisory Group Annapolis, Maryland	$136K	+$134K	1	0.1%	New
2906	EPW Evergreen Private Wealth Greenwood Village, Colorado	$135K	$0	1	0.07%	Maintained
2907	FWM FSA Wealth Management Needham, Massachusetts	$135K	+$20	3	0.06%	Increased
2908	HRC Hoertkorn Richard Charles	$133K	$0	1	0.06%	Maintained
2909	PWMG Private Wealth Management Group Princeton, New Jersey	$132K	-$961	5	0.06%	Reduced
2910	CA Centerpoint Advisors Needham, Massachusetts	$130K	-$16.7K	4	0.05%	Reduced
2911	APC Aspire Private Capital Cornelius, North Carolina	$128K	-$1.78K	2	0.03%	Reduced
2912	ACM Adalta Capital Management New York	$127K	$0	1	0.07%	Maintained
2913	RCM Raleigh Capital Management Cary, North Carolina	$125K	+$37.9K	3	0.05%	Increased
2914	Harvest Fund Management Beijing, China	$120K	+$61K	3	0.01%	Increased
2915	CAM Costello Asset Management Feasterville, Pennsylvania	$119K	$0	1	0.09%	Maintained
2916	SWC Spectrum Wealth Counsel Indianapolis, Indiana	$118K	+$18.8K	1	0.01%	Increased
2917	GJWM Gilliland Jeter Wealth Management Little Rock, Arkansas	$118K	+$113K	3	0.04%	New
2918	GWSA Global Wealth Strategies & Associates Denver, Colorado	$116K	$0	2	0.04%	Maintained
2919	NMM Naples Money Management Naples, Florida	$115K	-$56.4K	3	0.11%	Reduced
2920	FPF First Pacific Financial Vancouver, Washington	$115K	+$6.91K	2	0.03%	Increased
2921	CWM CarsonAllaria Wealth Management Glen Carbon, Illinois	$114K	+$14.3K	3	0.07%	Increased
2922	RF Robinswood Financial Kirkland, Washington	$114K	$0	1	0.05%	Maintained
2923	FGAM Financial Gravity Asset Management Lakeway, Texas	$111K	-$120	3	0.03%	Reduced
2924	CWM Cedar Wealth Management Walnut Creek, California	$111K	+$39.1K	2	0.04%	Increased
2925	NC NewSquare Capital Newtown Square, Pennsylvania	$110K	$0	2	0.01%	Maintained