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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	RWA Redmont Wealth Advisors Chicago, Illinois	$7.15K	+$6.85K	1	0.01%	New
3427	BWM Bernard Wealth Management Royal Oak, Michigan	$6.79K	+$4.55K	2	0%	Increased
3428	MC Montag & Caldwell Atlanta, Georgia	$6.75K	$0	1	0%	Maintained
3429	MAFA MJT & Associates Financial Advisory Monteviceo, Minnesota	$6.57K	+$6.37K	2	0.01%	New
3430	Bank Julius Baer & Co Zurich, Switzerland	$6.22K	-$74.4K	1	0%	Reduced
3431	EAM Eukles Asset Management Cincinnati, Ohio	$5.12K	$0	1	0%	Maintained
3432	RJA Ross\Johnson & Associates Plymouth, Minnesota	$4.11K	+$3.85K	2	0.07%	New
3433	1NWS 1 North Wealth Services Annapolis, Maryland	$3.97K	+$3.8K	1	0%	New
3434	GPFA Game Plan Financial Advisors Westlake, Ohio	$3.81K	-$12.7K	2	0%	Reduced
3435	CWM Copia Wealth Management Bend, Oregon	$2.91K	$0	1	0%	Maintained
3436	RCA Runnymede Capital Advisors Dublin, Ohio	$2.52K	$0	1	0%	Maintained
3437	BFS Burkett Financial Services Rock Hill, South Carolina	$2.32K	$0	1	0%	Maintained
3438	FG Fairman Group Chesterbrook, Pennsylvania	$1.97K	$0	1	0%	Maintained
3439	WAM WFA Asset Management Whitefish Bay, Wisconsin	$1.61K	$0	3	0%	Maintained
3440	HFS Horizon Financial Services Winston Salem, North Carolina	$1.54K	+$1.43K	1	0%	New
3441	JAM JCIC Asset Management Toronto, Ontario, Canada	$1.46K	+$1.4K	1	0%	New
3442	NRWA North Ridge Wealth Advisors Beaverton, Oregon	$1.32K	$0	1	0%	Maintained
3443	PA Pineridge Advisors St. Charles, Missouri	$927	-$13.1K	1	0%	Reduced
3444	PCM Perritt Capital Management Chicago, Illinois	$530	$0	1	0%	Maintained
3445	Parallax Volatility Advisers San Francisco, California	$512	-$991K	1	0%	Reduced
3446	SVWA Sarver Vrooman Wealth Advisors Kansas City, Missouri	$445	+$455	1	0%	New
3447	1CM 1492 Capital Management Milwaukee, Wisconsin	$0	-$1.21M	0	–	Closed
3448	Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada	$0	-$660K	0	–	Closed
3449	AT American Trust Lexington, Kentucky	$0	-$978K	0	–	Closed
3450	AIA Angeles Investment Advisors Santa Monica, California	$0	-$480K	0	–	Closed