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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
3551	IWN Independent Wealth Network Urbandale, Iowa	$262K	+$24K	1	0.07%	Increased
3552	BRM Boston Research & Management Manchester, Massachusetts	$262K	-$46.8K	1	0.06%	Reduced
3553	VFP Vilga Financial Planning Fair Lawn, New Jersey	$262K	-$13.8K	1	0.2%	Reduced
3554	DFA DHJJ Financial Advisors Naperville, Illinois	$262K	$0	2	0.08%	Maintained
3555	ACA Arsenal Capital Advisors Conshohocken, Pennsylvania	$261K	-$917	1	0.15%	Reduced
3556	HIW Holos Integrated Wealth Kennett Square, Pennsylvania	$261K	$0	2	0.12%	Maintained
3557	GPW Gray Private Wealth Canton, Massachusetts	$261K	+$252K	1	0.11%	New
3558	OFO OneAscent Family Office Birmingham, Alabama	$261K	+$252K	1	0.13%	New
3559	MW Members Wealth Media, Pennsylvania	$260K	-$36.5K	1	0.14%	Reduced
3560	TI tru Independence Portland, Oregon	$260K	+$2.38K	1	0.11%	Increased
3561	CFA Capstone Financial Advisors Downers Grove, Illinois	$260K	+$251K	1	0.01%	New
3562	CP Castleview Partners Dallas, Texas	$260K	-$1.15K	1	0.11%	Reduced
3563	TPWM Torrey-Payne Wealth Management Pasadena, California	$260K	$0	1	0.21%	Maintained
3564	HRC Hoertkorn Richard Charles	$259K	$0	1	0.17%	Maintained
3565	TC Trust Company Manhattan, Kansas	$259K	-$1.02M	5	0.02%	Reduced
3566	National Philanthropic Trust Jenkintown, Pennsylvania	$259K	+$250K	1	0%	New
3567	SAM Sequent Asset Management Houston, Texas	$257K	$0	1	0.11%	Maintained
3568	PFG Prosperity Financial Group San Ramon, California	$257K	+$3.81K	1	0.08%	Increased
3569	GRA Golden Road Advisors Tampa, Florida	$257K	+$2.93K	1	0.12%	Increased
3570	PWA Peterson Wealth Advisors Orem, Utah	$256K	-$18.5K	1	0.03%	Reduced
3571	NCM Noesis Capital Mangement Boca Raton, Florida	$256K	+$7.52K	1	0.03%	Increased
3572	GB Goepper Burkhardt Greenville, South Carolina	$256K	-$19.6K	1	0.08%	Reduced
3573	CP Clarendon Private Boston, Massachusetts	$256K	+$13.9K	1	0.16%	Increased
3574	APCM Arbiter Partners Capital Management New York	$256K	$0	1	0.13%	Maintained
3575	SWM Scissortail Wealth Management Tulsa, Oklahoma	$256K	+$247K	1	0.05%	New