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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
3876	DF DecisionPoint Financial Mesa, Arizona	$72.2K	+$2.89K	7	0.01%	Increased
3877	GJIA Glass Jacobson Investment Advisors Owings Mills, Maryland	$70.3K	-$342K	2	0.02%	Reduced
3878	CH CDKV Holdings Denver, Colorado	$68.1K	-$8.65K	3	0.05%	Reduced
3879	KG Kilter Group Rhinebeck, New York	$67.8K	-$8.68K	5	0.02%	Reduced
3880	BFS Beacon Financial Strategies Raleigh, North Carolina	$66.4K	$0	1	0.03%	Maintained
3881	MS Monetary Solutions Dayton, Ohio	$65.3K	$0	2	0.06%	Maintained
3882	HC Hoese & Co Glencoe, Minnesota	$64.9K	+$36.7K	1	0.04%	Increased
3883	MCA Maryland Capital Advisors Chester, Maryland	$64.8K	+$72.9K	5	0.02%	New
3884	PCA Providence Capital Advisors Charlotte, North Carolina	$63.9K	+$71.3K	3	0.01%	New
3885	SA Seneschal Advisors Tacoma, Washington	$63.1K	+$367	2	0.04%	Increased
3886	VEA Virtus ETF Advisers New York	$62.8K	-$2.86K	1	0.02%	Reduced
3887	RIAS Rachor Investment Advisory Services Linden, Michigan	$60.7K	-$7.2K	1	0.03%	Reduced
3888	SFG Strive Financial Group Carmel, Indiana	$58.4K	-$19.3K	2	0.03%	Reduced
3889	PCTC Perkins Coie Trust Company Seattle, Washington	$57K	+$32.3K	2	0.01%	Increased
3890	MAS MPWM Advisory Solutions Alpharetta, Georgia	$56.9K	+$183	2	0.03%	Increased
3891	CIAS CBIZ Investment Advisory Services Independence, Ohio	$56K	$0	2	0%	Maintained
3892	RWM Raffa Wealth Management Washington, District of Columbia	$54.9K	+$1.58K	6	0.01%	Increased
3893	LFASL Lugano Financial Advisors SA (LFA) Lugano, Switzerland	$54.4K	+$16.9K	2	0.03%	Increased
3894	BCWM Ball & Co Wealth Management Franklin, Tennessee	$52K	$0	1	0.04%	Maintained
3895	AIM Access Investment Management Atlanta, Georgia	$51.2K	$0	2	0.01%	Maintained
3896	AF Align Financial Hermantown, Minnesota	$48K	$0	2	0.02%	Maintained
3897	1L 10Elms LLP Tulsa, Oklahoma	$47.6K	$0	1	0.02%	Maintained
3898	RP Raelipskie Partnership Waterloo, Ontario, Canada	$47.4K	-$5.18K	1	0.02%	Reduced
3899	VWM Vermillion Wealth Management Rosemount, Minnesota	$47.4K	-$83.6K	2	0.01%	Reduced
3900	DWA Dougherty Wealth Advisers Wayzata, Minnesota	$47.1K	$0	1	0.03%	Maintained