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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
3451	WF Wayfinding Financial Lynnwood, Washington	$329K	+$5.77K	1	0.14%	Increased
3452	FNWA Financial Network Wealth Advisors Murray, Utah	$329K	-$14.9K	1	0.34%	Reduced
3453	GCM Gambit Capital Management Franklin, Tennessee	$329K	+$2.78K	1	0.23%	Increased
3454	VDC Van Diest Capital Poly City, Iowa	$328K	+$99.6K	1	0.26%	Increased
3455	AWA Asempa Wealth Advisors Baton Rouge, Louisiana	$328K	$0	1	0.29%	Maintained
3456	STB S&T Bank Indiana, Pennsylvania	$327K	+$2.78K	2	0.12%	Increased
3457	HCM Hollencrest Capital Management Newport Beach, California	$327K	+$5.3K	5	0.01%	Increased
3458	IJWM Inman Jager Wealth Management Hattiesburg, Mississippi	$327K	-$259K	1	0.19%	Reduced
3459	CCP Cassia Capital Partners Winston Salem, North Carolina	$327K	+$54.3K	1	0.17%	Increased
3460	GL Gerber LLC Columbus, Ohio	$324K	$0	1	0.18%	Maintained
3461	LWA Ledgewood Wealth Advisors Exeter, New Hampshire	$324K	$0	1	0.18%	Maintained
3462	JEST JTC Employer Solutions Trustee St Helier, Jersey	$324K	+$795	1	0.03%	Increased
3463	BWFA Baltimore-Washington Financial Advisors Columbia, Maryland	$323K	+$71.6K	1	0.01%	Increased
3464	BWP Baldwin Wealth Partners Marion, Massachusetts	$323K	-$16.1K	1	0.02%	Reduced
3465	B Birchbrook Bangor, Maine	$323K	-$62.8K	3	0.16%	Reduced
3466	TFA Tranquilli Financial Advisor Clinton, New Jersey	$322K	-$186K	1	0.19%	Reduced
3467	FF Foronjy Financial Santa Barbara, California	$321K	-$7.36K	1	0.13%	Reduced
3468	CWA Canvas Wealth Advisors Shawnee, Kansas	$321K	-$8.95K	1	0.05%	Reduced
3469	ASG Ariston Services Group San Diego, California	$321K	-$331K	0	–	Closed
3470	WAM Worth Asset Management Dallas, Texas	$320K	+$16.3K	1	0.12%	Increased
3471	TA TruWealth Advisors Metairie, Louisiana	$319K	+$24.5K	1	0.02%	Increased
3472	AIP Avail Investment Partners Lemont, Pennsylvania	$318K	+$328K	1	0.34%	New
3473	WAM Winslow Asset Management Beachwood, Ohio	$318K	$0	1	0.06%	Maintained
3474	JFA JNBA Financial Advisors Bloomington, Minnesota	$318K	-$25.2K	6	0.03%	Reduced
3475	PGF Plan Group Financial Oklahoma City, Oklahoma	$317K	+$76K	1	0.07%	Increased