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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
3426	Private Management Group Irvine, California	$309K	+$917	1	0.01%	Increased
3427	AIC Argus Investors Counsel New York	$309K	+$299K	1	0.24%	New
3428	SCFS Stewardship Concepts Financial Services Spokane, Washington	$308K	+$917	1	0.21%	Increased
3429	ASG Advisory Solutions Group Plymouth, Minnesota	$308K	+$349K	1	0.1%	New
3430	FD Financial Designs Claremont, California	$307K	$0	1	0.16%	Maintained
3431	BWM Birchcreek Wealth Management Miami Township, Ohio	$307K	-$168K	1	0.12%	Reduced
3432	CCP Cassia Capital Partners Winston Salem, North Carolina	$307K	-$13.9K	1	0.15%	Reduced
3433	LWM Lodestone Wealth Management Spokane, Washington	$307K	+$76K	5	0.11%	Increased
3434	WCFA Walkner Condon Financial Advisors Madison, Wisconsin	$306K	+$550	1	0.04%	Increased
3435	CWA Canvas Wealth Advisors Shawnee, Kansas	$306K	-$9.35K	1	0.04%	Reduced
3436	OCG Opus Capital Group Cincinnati, Ohio	$306K	-$3.12K	1	0.03%	Reduced
3437	GWAG Garrett Wealth Advisory Group Weatherford, Texas	$306K	+$14.9K	1	0.05%	Increased
3438	SWM Seed Wealth Management Evanston, Illinois	$305K	$0	1	0.19%	Maintained
3439	SGI Swan Global Investments Durango, Colorado	$305K	+$44.9K	1	0.01%	Increased
3440	BGAI Bruce G. Allen Investments Denver, Colorado	$305K	-$42.2K	5	0.19%	Reduced
3441	KW Keyvantage Wealth Bethlehem, Pennsylvania	$304K	-$35.8K	1	0.12%	Reduced
3442	NFG Nadler Financial Group Deerfield, Illinois	$304K	+$1.83K	1	0.03%	Increased
3443	CYG Clean Yield Group Norwich, Vermont	$303K	+$4.51K	2	0.08%	Increased
3444	HHAA Henry H. Armstrong Associates Pittsburgh, Pennsylvania	$303K	$0	1	0.03%	Maintained
3445	AHL Abel Hall LLC Baton Rouge, Louisiana	$302K	-$921K	1	0.05%	Reduced
3446	CAM Clark Asset Management Stratham, New Hampshire	$302K	-$9.17K	1	0.02%	Reduced
3447	KFA Kapstone Financial Advisors Lebanon, Ohio	$302K	+$52.3K	1	0.13%	Increased
3448	PWA Physician Wealth Advisors Midvale, Utah	$302K	+$10.5K	8	0.04%	Increased
3449	AW Atlas Wealth Cincinnati, Ohio	$302K	+$34.6K	1	0.04%	Increased
3450	IWP Innova Wealth Partners Newtown, Pennsylvania	$301K	+$2.75K	1	0.12%	Increased