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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
3476	TLFA True Link Financial Advisors San Francisco, California	$287K	-$150K	1	0.02%	Reduced
3477	AGP Aspire Growth Partners Miromar Lakes, Florida	$287K	+$1.27K	1	0.17%	Increased
3478	AFA Arlington Financial Advisors Santa Barbara, California	$287K	+$65.8K	1	0.04%	Increased
3479	TFS truNorth Financial Services Chambersburg, Pennsylvania	$287K	+$21.8K	1	0.26%	Increased
3480	SFG Southern Financial Group Birmingham, Alabama	$287K	+$29.8K	1	0.07%	Increased
3481	TFGT TS Financial Group (TSFG) Lake Forest, Illinois	$286K	-$245K	3	0.04%	Reduced
3482	RIA Retirement Investment Advisors Oklahoma City, Oklahoma	$285K	$0	1	0.02%	Maintained
3483	UBV United Bank (Virginia) Vienna, Virginia	$285K	-$4.45K	1	0.03%	Reduced
3484	VDC Van Diest Capital Poly City, Iowa	$285K	-$37.2K	1	0.26%	Reduced
3485	WFS WealthGarden F.S. El Segundo, California	$284K	+$275K	1	0.16%	New
3486	FFL Financial Freedom LLC Cincinnati, Ohio	$284K	-$45.8K	1	0.13%	Reduced
3487	DC Darrow Company Needham, Massachusetts	$284K	+$4.4K	1	0.11%	Increased
3488	NQWM Northwest Quadrant Wealth Management Bend, Oregon	$284K	-$7.15K	1	0.05%	Reduced
3489	KLCM KG&L Capital Management Saint Francisville, Louisiana	$283K	-$77.8K	1	0.17%	Reduced
3490	WA Westfuller Advisors New York	$283K	-$2.9K	3	0.1%	Reduced
3491	WCM WealthTrak Capital Management Virginia Beach, Virginia	$283K	+$734	1	0.19%	Increased
3492	DWS Discipline Wealth Solutions Greenville, South Carolina	$282K	-$16.9K	1	0.02%	Reduced
3493	S Sachetta Lynnfield, Massachusetts	$281K	-$153K	6	0.14%	Reduced
3494	BA Ballast Advisors Woodbury, Minnesota	$281K	$0	2	0.07%	Maintained
3495	AAMG AMG Asset Management Group Cartersville, Georgia	$281K	+$271K	1	0.18%	New
3496	ANB Amarillo National Bank Amarillo, Texas	$280K	-$18.3K	1	0.04%	Reduced
3497	FB Finward Bancorp Munster, Indiana	$280K	-$11.5K	1	0.21%	Reduced
3498	SIC Sage Investment Counsel Franklin, Tennessee	$280K	$0	1	0.28%	Maintained
3499	MKW Mullaney, Keating & Wright Middletown, Connecticut	$280K	+$20.2K	1	0.14%	Increased
3500	WPW Watershed Private Wealth Oak Brook, Illinois	$280K	-$43.1K	1	0.08%	Reduced