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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
3051	CFS CGC Financial Services Lake Oswego, Oregon	$121K	$0	2	0.05%	Maintained
3052	CWM CarsonAllaria Wealth Management Glen Carbon, Illinois	$118K	$0	3	0.07%	Maintained
3053	OA Operose Advisors Milwaukee, Wisconsin	$115K	$0	3	0.04%	Maintained
3054	PCMC Planning Capital Management Corporation Paoli, Pennsylvania	$115K	-$8.45K	4	0.08%	Reduced
3055	AFS Annapolis Financial Services Annapolis, Maryland	$114K	+$721	3	0.03%	Increased
3056	BTC Bank & Trust Company Litchfield, Illinois	$114K	-$6.52K	2	0.09%	Reduced
3057	BAM Bellevue Asset Management Bellevue, Washington	$113K	+$114	4	0.06%	Increased
3058	DI DAGCO Inc Westlake, Ohio	$112K	+$83.7K	2	0.05%	Increased
3059	ME McIlrath & Eck Arlington, Washington	$106K	+$1.62K	4	0.01%	Increased
3060	CWM Cedar Wealth Management Walnut Creek, California	$105K	-$101K	2	0.03%	Reduced
3061	TWD True Wealth Design Akron, Ohio	$104K	-$714K	3	0.04%	Reduced
3062	RA Rational Advisors Huntington, New York	$103K	-$236K	2	0.01%	Reduced
3063	CIAS CBIZ Investment Advisory Services Independence, Ohio	$102K	$0	2	0.01%	Maintained
3064	RAM Riggs Asset Management Dallas, Pennsylvania	$101K	$0	3	0.03%	Maintained
3065	PWMA Pension & Wealth Management Advisors Waltham, Massachusetts	$97.5K	+$92.6K	1	0.05%	Increased
3066	WAG Wiser Advisor Group Phoenix, Arizona	$94.3K	+$456	1	0.14%	Increased
3067	PA PSI Advisors Tampa, Florida	$93K	+$114	5	0.03%	Increased
3068	FFA Frazier Financial Advisors Columbus, Ohio	$92K	-$16.1K	5	0.07%	Reduced
3069	TC Tacita Capital Toronto, Ontario, Canada	$90.9K	$0	1	0.06%	Maintained
3070	BGA Battery Global Advisors Boston, Massachusetts	$90.5K	+$83.8K	2	0.05%	New
3071	MSWM Mowery & Schoenfeld Wealth Management Lincolnshire, Illinois	$88.2K	+$9.81K	2	0.14%	Increased
3072	Itau Unibanco Holding S.A. Sao Paulo, Brazil	$85.7K	$0	1	0%	Maintained
3073	BAM Byrne Asset Management Kingston, New Jersey	$84.7K	-$2.35K	2	0.06%	Reduced
3074	DWS Dynamic Wealth Strategies Granite Bay, California	$84K	$0	1	0.07%	Maintained
3075	T Tidemark San Diego, California	$83K	-$182K	2	0.03%	Reduced