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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
2951	DCBT Dakota Community Bank & Trust Hebron, North Dakota	$257K	+$31K	2	1.22%	Increased
2952	BFF Byrne Financial Freedom Franklin, Massachusetts	$256K	+$267K	1	0.11%	New
2953	Van Cleef Asset Management Beachwood, Ohio	$256K	$0	1	0.03%	Maintained
2954	CT ClearAlpha Technologies Greenwich, Connecticut	$256K	-$281K	1	0.18%	Reduced
2955	Trust Company of the South Greensboro, North Carolina	$254K	-$499K	1	0.05%	Reduced
2956	Ellenbecker Investment Group Waukesha, Wisconsin	$254K	+$725	1	0.05%	Increased
2957	First Heartland Consultants Lake St. Louis, Missouri	$254K	+$2.66K	1	0.03%	Increased
2958	APC Aspire Private Capital Cornelius, North Carolina	$253K	+$141K	1	0.06%	Increased
2959	NEPPG New England Professional Planning Group Westerly, Rhode Island	$253K	+$9.8K	1	0.13%	Increased
2960	VIA Virtus Investment Advisers Hartford, Connecticut	$253K	-$101K	1	0.2%	Reduced
2961	SC&H Financial Advisors Sparks, Maryland	$253K	-$25.7K	1	0.05%	Reduced
2962	QCIG Quad-Cities Investment Group Davenport, Iowa	$253K	+$264K	1	0.12%	New
2963	KA Kooman & Associates Altoona, Pennsylvania	$252K	-$966	1	0.09%	Reduced
2964	FPL Fortress Private Ledger Raleigh, North Carolina	$252K	+$263K	1	0.15%	New
2965	CP Canopy Partners Cincinnati, Ohio	$252K	-$1.45K	1	0.1%	Reduced
2966	Cypress Wealth Services Palm Desert, California	$252K	-$345K	1	0.05%	Reduced
2967	Seeds Investor New York	$251K	-$4.59K	1	0.07%	Reduced
2968	FA FSA Advisors Troy, Michigan	$251K	+$269K	1	0.31%	New
2969	CIA Cape Investment Advisory Mcdonough, Georgia	$251K	+$18.1K	3	0.1%	Increased
2970	Warwick Investment Management Bryan, Texas	$251K	-$1.57K	1	0.05%	Reduced
2971	TFG Taylor Financial Group Roanoke, Virginia	$251K	$0	1	0.17%	Maintained
2972	PBO Peoples Bank (Ohio) Marietta, Ohio	$250K	-$14.5K	1	0.15%	Reduced
2973	Blue Bell Private Wealth Management Blue Bell, Pennsylvania	$250K	-$1.35K	2	0.05%	Reduced
2974	AW Atlas Wealth Cincinnati, Ohio	$250K	$0	1	0.09%	Maintained
2975	BDA Borer Denton & Associates Blue Bell, Pennsylvania	$250K	+$261K	1	0.09%	New