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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	TWD True Wealth Design Akron, Ohio	$23.7K	-$13.4K	2	0.01%	Reduced
2927	BFA BBJS Financial Advisors Seattle, Washington	$22.8K	$0	1	0.01%	Maintained
2928	RG Retirement Group San Diego, California	$22.4K	$0	2	0.01%	Maintained
2929	DF DecisionPoint Financial Mesa, Arizona	$21.6K	-$4.12K	1	0.01%	Reduced
2930	FCG Financial Connections Group Corte Madera, California	$21K	$0	1	0.01%	Maintained
2931	PCFFS Pacific Center for Financial Services San Ramon, California	$20.9K	$0	1	0.01%	Maintained
2932	BC Belmont Capital Los Angeles, California	$18.8K	+$18.8K	1	0.01%	New
2933	GIS Grayhawk Investment Strategies Calgary, Alberta, Canada	$18.7K	$0	1	0.01%	Maintained
2934	WIM WealthPlan Investment Management Omaha, Nebraska	$18.4K	+$18.4K	1	0.01%	New
2935	HF Halpern Financial Ashburn, Virginia	$16.3K	+$9.4K	2	0.01%	Increased
2936	SIS Strategic Investment Solutions Orland Park, Illinois	$15.7K	-$204K	2	0%	Reduced
2937	JFG JDM Financial Group Austin, Texas	$15.1K	$0	2	0.01%	Maintained
2938	CQS Credential Qtrade Securities Vancouver,	$14.8K	-$957	2	0%	Reduced
2939	CMBA C.M. Bidwell & Associates Honolulu, Hawaii	$14.6K	$0	1	0.01%	Maintained
2940	DWA Delos Wealth Advisors Dallas, Texas	$14K	-$2.68K	2	0.02%	Reduced
2941	CWAF Core Wealth Advisors (Florida) Lakeland, Florida	$13.6K	$0	1	0.01%	Maintained
2942	MAM Marquette Asset Management Minneapolis, Minnesota	$13.4K	$0	1	0%	Maintained
2943	OIS Okabena Investment Services Minneapolis, Minnesota	$13.2K	+$13.2K	1	0.01%	New
2944	GG Gleason Group Prospect, Kentucky	$12.1K	$0	1	0%	Maintained
2945	CIR Clear Investment Research Alpharetta, Georgia	$12.1K	+$7.02K	2	0.02%	Increased
2946	FIA FNY Investment Advisers New York	$12K	-$2.22K	1	0.02%	Reduced
2947	KLWA Kelly Lawrence W & Associates Pasadens, California	$11.7K	$0	1	0%	Maintained
2948	PCA Providence Capital Advisors Charlotte, North Carolina	$11.3K	$0	2	0%	Maintained
2949	PCM Perritt Capital Management Chicago, Illinois	$11K	$0	1	0.01%	Maintained
2950	PS PayPay Securities Tokyo, Japan	$10.9K	-$3.79K	3	0.67%	Reduced