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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
3326	LWA Lowe Wealth Advisors Columbia, Maryland	$54.3K	-$16K	3	0.02%	Reduced
3327	CFP Comprehensive Financial Planning East Petersburg, Pennsylvania	$54.1K	+$127	2	0.05%	Increased
3328	CCM Cloud Capital Management Seattle, Washington	$54K	+$52.1K	1	0.04%	New
3329	CAWM Capital A Wealth Management New Castle, Pennsylvania	$52.6K	+$634	1	0.06%	Increased
3330	WCM WealthTrak Capital Management Virginia Beach, Virginia	$51.5K	-$12.2K	5	0.04%	Reduced
3331	BCWM Ball & Co Wealth Management Franklin, Tennessee	$51K	$0	1	0.05%	Maintained
3332	FGAM Financial Gravity Asset Management Lakeway, Texas	$49.7K	+$47.5K	1	0.01%	New
3333	CMA Cedar Mountain Advisors Lake Oswego, Oregon	$46.4K	$0	1	0.01%	Maintained
3334	HH HWG Holdings Houston, Texas	$46.1K	+$43K	1	0.02%	New
3335	GP Greenline Partners New York	$46.1K	+$7.14K	3	0.01%	Increased
3336	CMP Coston McIsaac & Partners Bar Harbor, Maine	$46K	-$2.79K	2	0.01%	Reduced
3337	PA PSI Advisors Tampa, Florida	$44.2K	-$34.5K	2	0.01%	Reduced
3338	MFA McClarren Financial Advisors State College, Pennsylvania	$44K	+$42.7K	1	0.03%	New
3339	RP Raelipskie Partnership Waterloo, Ontario, Canada	$43.5K	$0	2	0.02%	Maintained
3340	RBC Roble Belko & Company Sewickley, Pennsylvania	$42K	+$2.94K	4	0.01%	Increased
3341	GJIA Glass Jacobson Investment Advisors Owings Mills, Maryland	$40.6K	$0	2	0.01%	Maintained
3342	RWM Raffa Wealth Management Washington, District of Columbia	$40.5K	-$2.27K	4	0.01%	Reduced
3343	BMC Bear Mountain Capital Seattle, Washington	$40K	+$2.89K	2	0.02%	Increased
3344	CWP Clark Wealth Partners O'fallon, Illinois	$39.3K	-$1.91K	3	0.03%	Reduced
3345	RAM Ramirez Asset Management New York	$38.6K	+$15.2K	2	0.01%	Increased
3346	BFP Briaud Financial Planning College Station, Texas	$34K	$0	2	0.01%	Maintained
3347	1L 10Elms LLP Tulsa, Oklahoma	$33.2K	$0	1	0.03%	Maintained
3348	NA Nordwand Advisors Radnor, Pennsylvania	$33.1K	$0	1	0.01%	Maintained
3349	ZRP Zynergy Retirement Planning Red Bank, New Jersey	$31.8K	$0	1	0.02%	Maintained
3350	BIM Breakwater Investment Management Seattle, Washington	$31.2K	$0	2	0.01%	Maintained