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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
2926	SGC Slocum, Gordon & Co Newport, Rhode Island	$27.8K	$0	1	0.02%	Maintained
2927	RFG RFP Financial Group Atlanta, Georgia	$27.5K	-$202K	3	0.03%	Reduced
2928	SWA SOA Wealth Advisors New York	$27.4K	$0	1	0.01%	Maintained
2929	SC Sawyer & Company Boston, Massachusetts	$27K	$0	1	0.01%	Maintained
2930	UCB United Community Bank Greenville, South Carolina	$26.9K	$0	2	0.03%	Maintained
2931	GIS Grayhawk Investment Strategies Calgary, Alberta, Canada	$26K	$0	1	0.01%	Maintained
2932	DF DecisionPoint Financial Mesa, Arizona	$25.7K	+$4.29K	2	0.01%	Increased
2933	SCA Stuart Chaussee & Associates Palos Verdes Estates, California	$25.4K	+$25.5K	1	0.01%	New
2934	JMF Johnson Midwest Financial Glidden, Iowa	$24.5K	+$394	2	0.04%	Increased
2935	AIM Arcadia Investment Management Kalamazoo, Michigan	$23.1K	$0	1	0.01%	Maintained
2936	BFA BBJS Financial Advisors Seattle, Washington	$23.1K	$0	1	0.01%	Maintained
2937	RG Retirement Group San Diego, California	$23K	-$134K	2	0.01%	Reduced
2938	FCG Financial Connections Group Corte Madera, California	$22K	-$725	1	0.02%	Reduced
2939	CP Castleview Partners Dallas, Texas	$21.5K	+$21.6K	1	0.02%	New
2940	PCFFS Pacific Center for Financial Services San Ramon, California	$20.9K	+$21K	1	0.01%	New
2941	ORAM One River Asset Management Stamford, Connecticut	$18.9K	-$2.21M	1	0%	Reduced
2942	GA GoalVest Advisory New York	$17.8K	-$24.1K	2	0.01%	Reduced
2943	DWA Delos Wealth Advisors Dallas, Texas	$16.9K	$0	2	0.02%	Maintained
2944	CQS Credential Qtrade Securities Vancouver,	$15.8K	-$45.6K	2	0%	Reduced
2945	TWP TFO Wealth Partners Maumee, Ohio	$15.7K	+$7.74K	5	0%	Increased
2946	RWM Ruedi Wealth Management Champaign, Illinois	$15.3K	$0	1	0.01%	Maintained
2947	JFG JDM Financial Group Austin, Texas	$15.2K	$0	2	0.01%	Maintained
2948	PS PayPay Securities Tokyo, Japan	$14.8K	-$7.62K	3	0.99%	Reduced
2949	CMBA C.M. Bidwell & Associates Honolulu, Hawaii	$14.8K	$0	1	0.01%	Maintained
2950	CWAF Core Wealth Advisors (Florida) Lakeland, Florida	$13.6K	$0	1	0.01%	Maintained