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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
3276	IHWM Iron Horse Wealth Management Johston, Iowa	$44.1K	+$33.7K	2	0.01%	Increased
3277	CMP Coston McIsaac & Partners Bar Harbor, Maine	$43K	$0	2	0.01%	Maintained
3278	SIC SJS Investment Consulting Sylvania, Ohio	$42.9K	-$17.3K	5	0.01%	Reduced
3279	DP Denver PWM Denver, Colorado	$42.4K	$0	1	0.02%	Maintained
3280	GJIA Glass Jacobson Investment Advisors Owings Mills, Maryland	$40.6K	+$3.64K	2	0.01%	Increased
3281	CMA Cedar Mountain Advisors Lake Oswego, Oregon	$40.5K	+$121	1	0.01%	Increased
3282	RWM Raffa Wealth Management Washington, District of Columbia	$38.5K	+$7.69K	4	0.01%	Increased
3283	RP Raelipskie Partnership Waterloo, Ontario, Canada	$38.4K	$0	2	0.02%	Maintained
3284	CWP Clark Wealth Partners O'fallon, Illinois	$37.8K	+$40.8K	2	0.03%	New
3285	BMC Bear Mountain Capital Seattle, Washington	$37.3K	-$12.6K	1	0.01%	Reduced
3286	FIA FNY Investment Advisers New York	$37K	+$21.8K	2	0.02%	Increased
3287	FW Fairway Wealth Independence, Ohio	$36.6K	+$38.7K	2	0.02%	New
3288	PP Pingora Partners Wilson, Wyoming	$35.5K	$0	2	0.02%	Maintained
3289	RBC Roble Belko & Company Sewickley, Pennsylvania	$34K	+$26	3	0.01%	Increased
3290	GP Greenline Partners New York	$33.7K	+$35.2K	1	0%	New
3291	ZRP Zynergy Retirement Planning Red Bank, New Jersey	$33.3K	$0	1	0.02%	Maintained
3292	ACM Anfield Capital Management Irvine, California	$33.2K	+$18.3K	3	0.01%	Increased
3293	MCM MidAtlantic Capital Management Richmond, Virginia	$32.4K	$0	2	0.02%	Maintained
3294	Picton Mahoney Asset Management Toronto, Ontario, Canada	$32K	+$32K	2	0%	Increased
3295	RFG REAP Financial Group Austin, Texas	$31.7K	+$4.89K	2	0.01%	Increased
3296	BFP Briaud Financial Planning College Station, Texas	$30K	$0	2	0.01%	Maintained
3297	1L 10Elms LLP Tulsa, Oklahoma	$29K	+$30.3K	1	0.03%	New
3298	LFA Legend Financial Advisors Pittsburgh, Pennsylvania	$28.9K	$0	1	0.02%	Maintained
3299	NA Nordwand Advisors Radnor, Pennsylvania	$28.9K	$0	1	0.01%	Maintained
3300	TCG Transcendent Capital Group Edmond, Oklahoma	$28.8K	-$436K	1	0.01%	Reduced