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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
3076	VWA Valued Wealth Advisors Holladay, Utah	$81.8K	+$5.61K	3	0.05%	Increased
3077	GFL Granite FO LLC Bedford, New Hampshire	$81.5K	+$75.7K	1	0.05%	New
3078	GAG Goodman Advisory Group Needham, Massachusetts	$81.1K	$0	1	0.02%	Maintained
3079	TCM TruNorth Capital Management Kalamazoo, Michigan	$78.5K	+$11.6K	1	0.02%	Increased
3080	LI Louisbourg Investments Dieppe, New Brunswick, Canada	$76.9K	$0	1	0.02%	Maintained
3081	IFS Intelligent Financial Strategies Excelsior, Minnesota	$76.6K	$0	1	0.04%	Maintained
3082	JCP JB Capital Partners Armonk, New York	$76.4K	$0	1	0.01%	Maintained
3083	FWA FSC Wealth Advisors Fishkill, New York	$75.1K	-$1.47K	4	0.05%	Reduced
3084	Cowen and Company New York	$72.7K	-$502K	1	0%	Reduced
3085	AAG Accordant Advisory Group Annapolis, Maryland	$72.1K	+$12.8K	1	0.06%	Increased
3086	LWA Lowe Wealth Advisors Columbia, Maryland	$70.4K	$0	2	0.03%	Maintained
3087	HWP Highline Wealth Partners Sherman Oaks, California	$65.5K	+$19.7K	3	0.02%	Increased
3088	MCA Maryland Capital Advisors Chester, Maryland	$64K	$0	2	0.03%	Maintained
3089	CAM Costello Asset Management Feasterville, Pennsylvania	$63.6K	-$68.4K	1	0.04%	Reduced
3090	SVCP Silicon Valley Capital Partners San Jose, California	$62.7K	+$228	2	0.01%	Increased
3091	SIC SJS Investment Consulting Sylvania, Ohio	$62.5K	+$10.3K	6	0.01%	Increased
3092	KB Kimelman & Baird New York	$61.1K	-$19.5K	2	0%	Reduced
3093	DP Denver PWM Denver, Colorado	$60.2K	-$2.88K	1	0.02%	Reduced
3094	MB Mizuho Bank Tokyo, Japan	$58.2K	-$22.8K	1	0.01%	Reduced
3095	RTL Red Tortoise LLC Atlanta, Georgia	$58K	$0	4	0.03%	Maintained
3096	CPG Cornerstone Planning Group Fairfield, New Jersey	$56.2K	+$2.66K	3	0.01%	Increased
3097	DFA DHJJ Financial Advisors Naperville, Illinois	$56.1K	-$1.03K	2	0.02%	Reduced
3098	OAJ Ogorek Anthony Joseph Williamsville, New York	$56K	+$2.63K	3	0.02%	Increased
3099	PCA Providence Capital Advisors Charlotte, North Carolina	$53.1K	-$2.45K	2	0.01%	Reduced
3100	OWP ORG Wealth Partners Dallas, Texas	$50.4K	+$47.4K	1	0.02%	New