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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
3201	CWM CarsonAllaria Wealth Management Glen Carbon, Illinois	$110K	+$361	3	0.06%	Increased
3202	OCM Orion Capital Management Coronado, California	$110K	+$115K	2	0.05%	New
3203	CWM Centricity Wealth Management Westerville, Ohio	$108K	+$111K	2	0.1%	New
3204	BTC Bank & Trust Company Litchfield, Illinois	$106K	$0	2	0.09%	Maintained
3205	RWPA Richard W. Paul & Associates Novi, Michigan	$106K	+$95.9K	3	0.04%	Increased
3206	CIAS CBIZ Investment Advisory Services Independence, Ohio	$102K	+$5.98K	3	0.01%	Increased
3207	BAM Bellevue Asset Management Bellevue, Washington	$102K	$0	4	0.05%	Maintained
3208	FDW Fourth Dimension Wealth Middleburg Heights, Ohio	$101K	+$106K	2	0.05%	New
3209	KBFS Kohmann Bosshard Financial Services Fairlawn, Ohio	$97.4K	+$100K	2	0.01%	New
3210	MFG Menard Financial Group Houston, Texas	$96.7K	+$104K	1	0.06%	New
3211	CIM Contravisory Investment Management Norwell, Massachusetts	$96.4K	+$65.9K	2	0.02%	Increased
3212	MA Modus Advisors Excelsior, Minnesota	$96.2K	+$100K	3	0.03%	New
3213	BAM Byrne Asset Management Kingston, New Jersey	$96.2K	-$7.19K	2	0.07%	Reduced
3214	GFL Granite FO LLC Bedford, New Hampshire	$92.3K	$0	1	0.05%	Maintained
3215	WW Winnow Wealth Waco, Texas	$92.2K	+$103K	4	0.09%	New
3216	ME McIlrath & Eck Arlington, Washington	$91.9K	-$1.18K	4	0.01%	Reduced
3217	PFG Putney Financial Group San Rafael, California	$90.9K	+$97.9K	2	0.08%	New
3218	WAG Wiser Advisor Group Phoenix, Arizona	$90.5K	+$483	1	0.13%	Increased
3219	TPW Talon Private Wealth The Villages, Florida	$88.6K	+$89.2K	2	0.02%	Increased
3220	BCPWM Bradley & Co Private Wealth Management Miami, Florida	$87.7K	+$94.2K	2	0.05%	New
3221	AWM Abound Wealth Management Franklin, Tennessee	$87.1K	-$38.5K	4	0.03%	Reduced
3222	TC Tacita Capital Toronto, Ontario, Canada	$86.8K	$0	1	0.06%	Maintained
3223	JCP JB Capital Partners Armonk, New York	$86.6K	$0	1	0.02%	Maintained
3224	TCM TruNorth Capital Management Kalamazoo, Michigan	$83.5K	+$8.94K	1	0.02%	Increased
3225	RAM Riggs Asset Management Dallas, Pennsylvania	$83.4K	-$11.9K	2	0.02%	Reduced