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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
3826	EFL ERn Financial LLC Middleton, Wisconsin	$201K	+$207K	1	0.04%	New
3827	BW Balance Wealth Delaware, Ohio	$201K	+$207K	1	0.06%	New
3828	RC RBO & Co Saint Helena, California	$201K	+$207K	1	0.03%	New
3829	GHI Gross & Hartman Investments Leola, Pennsylvania	$200K	+$206K	1	0.1%	New
3830	SHFC Safe Harbor Family Capital Chapel Hill, North Carolina	$200K	+$206K	1	0.16%	New
3831	CPG Cornerstone Planning Group Fairfield, New Jersey	$199K	+$19.6K	5	0.03%	Increased
3832	TC Tacita Capital Toronto, Ontario, Canada	$198K	+$14K	2	0.12%	Increased
3833	ME McIlrath & Eck Arlington, Washington	$195K	-$108	6	0.01%	Reduced
3834	OCWP Owl Creek Wealth Partners Denver, Colorado	$194K	+$197K	5	0.07%	New
3835	GC Globeflex Capital San Diego, California	$192K	$0	1	0.03%	Maintained
3836	KFP Kerr Financial Planning Fresno, California	$188K	+$140K	4	0.13%	Increased
3837	CA Centerpoint Advisors Needham, Massachusetts	$187K	$0	3	0.06%	Maintained
3838	HIC Hamrick Investment Counsel Seattle, Washington	$185K	+$191K	3	0.1%	New
3839	MGI Miller Global Investments Dallas, Texas	$185K	-$798K	2	0.17%	Reduced
3840	HC Hurley Capital New York	$184K	+$78.8K	5	0.1%	Increased
3841	AW Affinity Wealth Canton, Ohio	$183K	$0	1	0.12%	Maintained
3842	FGAM Financial Gravity Asset Management Lakeway, Texas	$182K	+$8.95K	1	0.03%	Increased
3843	FFA Frazier Financial Advisors Columbus, Ohio	$182K	+$6.56K	6	0.1%	Increased
3844	PF PlanVest Financial Gaithersburg, Maryland	$173K	+$177K	2	0.13%	New
3845	FDW Fourth Dimension Wealth Middleburg Heights, Ohio	$168K	-$28.8K	2	0.06%	Reduced
3846	BTC Bank & Trust Company Litchfield, Illinois	$168K	-$3.44K	2	0.11%	Reduced
3847	Close Asset Management London, United Kingdom	$168K	+$73.5K	3	0%	Increased
3848	AW Ankerstar Wealth Leander, Texas	$165K	+$25.2K	5	0.17%	Increased
3849	BAM Bellevue Asset Management Bellevue, Washington	$164K	-$3.34K	3	0.08%	Reduced
3850	AFWM AMJ Financial Wealth Management Leesburg, Virginia	$164K	+$166K	1	0.04%	New