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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
1251	AG ASO Group Road Town,	$5.38M	$0	1	2.28%	Maintained
1252	GWMR GC Wealth Management RIA Cambridge, Massachusetts	$5.37M	-$773K	5	0.31%	Reduced
1253	FBT First Bankers Trust Louisville, Kentucky	$5.35M	-$7.3K	3	1.67%	Reduced
1254	GWMIA Global Wealth Management Investment Advisory Fort Lauderdale, Florida	$5.33M	+$348K	1	0.76%	Increased
1255	VC Vestor Capital Chicago, Illinois	$5.33M	+$6.49M	2	0.33%	Increased
1256	PI PFG Investments Woodbury, New York	$5.33M	+$288K	4	0.21%	Increased
1257	CIA Citadel Investment Advisory Chesterland, Ohio	$5.3M	$0	1	2.41%	Maintained
1258	HNW High Note Wealth Deephaven, Minnesota	$5.3M	+$41.5K	3	0.9%	Increased
1259	EAN Excelsior Advisor Network Denver, Colorado	$5.3M	+$3.46M	3	0.7%	Increased
1260	TSWM Triangle Securities Wealth Management Raleigh, North Carolina	$5.29M	-$88.8K	2	1.05%	Reduced
1261	LSPW Lake Street Private Wealth Chicago, Illinois	$5.26M	-$171K	2	0.6%	Reduced
1262	FCT Family Capital Trust Peabody, Massachusetts	$5.25M	-$1.21M	1	1.71%	Reduced
1263	HighPoint Advisor Group Downers Grove, Illinois	$5.25M	-$117K	3	0.19%	Reduced
1264	BIA Barry Investment Advisors New Bedford, Massachusetts	$5.25M	-$40.3K	1	1.1%	Reduced
1265	BBWA Bell & Brown Wealth Advisors Newport Beach, California	$5.23M	+$29.2K	2	1.58%	Increased
1266	QWM Quadcap Wealth Management Frisco, Texas	$5.22M	+$66.1K	2	0.51%	Increased
1267	SNS Financial Group Minneapolis, Minnesota	$5.22M	+$4.92M	4	0.1%	Increased
1268	OL one8zero8 LLC Greensboro, North Carolina	$5.21M	-$253K	2	1.03%	Reduced
1269	IAN Integrated Advisors Network Dallas, Texas	$5.2M	+$19.8K	3	0.24%	Increased
1270	WPC Waters Parkerson & Co New Orleans, Louisiana	$5.17M	-$803K	2	0.26%	Reduced
1271	PTP Platform Technology Partners New York	$5.17M	-$88.7K	1	0.85%	Reduced
1272	MMPW Mitchell McLeod Pugh & Williams Mobile, Alabama	$5.16M	+$428K	3	0.63%	Increased
1273	PIWA Prevail Innovative Wealth Advisors Leawood, Kansas	$5.16M	+$717K	1	0.77%	Increased
1274	OPW Osprey Private Wealth New York	$5.16M	+$341K	1	1.33%	Increased
1275	KFS Keynote Financial Services Vernon, Connecticut	$5.14M	-$87.8K	1	2.41%	Reduced