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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
1476	VBCG Valley Brook Capital Group Venetia, Pennsylvania	$3.79M	+$2.93K	1	2.15%	Increased
1477	IP Indivisible Partners Clearwater, Florida	$3.77M	+$591K	3	0.21%	Increased
1478	PWCM Processus Wealth & Capital Management Brentwood, Tennessee	$3.77M	-$278K	1	2.23%	Reduced
1479	BSA Bull Street Advisors Savannah, Georgia	$3.76M	+$13.1K	2	1.72%	Increased
1480	Waldron Private Wealth Bridgeville, Pennsylvania	$3.76M	+$5.87K	2	0.13%	Increased
1481	LFS Lighthouse Financial Services Brea, California	$3.74M	+$20.4K	1	0.79%	Increased
1482	FMTCOCP Farmers & Merchants Trust Co of Chambersburg PA Chambersburg, Pennsylvania	$3.74M	-$18.8K	4	0.95%	Reduced
1483	FMTC Farmers & Merchants Trust Company Long Beach, California	$3.71M	+$9.47K	2	0.8%	Increased
1484	QPW Quantum Private Wealth Tampa, Florida	$3.7M	-$196K	3	0.95%	Reduced
1485	Vanguard National Trust Malvern, Pennsylvania	$3.7M	-$16.3K	4	0.2%	Reduced
1486	SCM Sandler Capital Management New York	$3.69M	-$923K	2	1.83%	Reduced
1487	SNBOSD Security National Bank of So Dak Sioux City, Iowa	$3.69M	-$377K	3	1.7%	Reduced
1488	CA Capital Advantage Walnut Creek, California	$3.67M	-$60.2K	2	0.45%	Reduced
1489	FOR Family Office Research Bethesda, Maryland	$3.66M	+$3.54M	1	1.37%	New
1490	DMC Drexel Morgan & Co Radnor, Pennsylvania	$3.66M	$0	1	0.51%	Maintained
1491	KTC Kentucky Trust Company Danville, Kentucky	$3.63M	-$217K	2	1.74%	Reduced
1492	SLFPAM St. Louis Financial Planners Asset Management Chesterfield, Missouri	$3.62M	+$3.34M	1	1.93%	New
1493	AIM Advyzon Investment Management Lisle, Illinois	$3.61M	+$118K	3	0.26%	Increased
1494	PWM Purus Wealth Management Newport Beach, California	$3.61M	-$110K	2	0.99%	Reduced
1495	CTA Clear Trail Advisors Houston, Texas	$3.61M	-$1.67M	2	0.55%	Reduced
1496	BMWM Brown Miller Wealth Management Mclean, Virginia	$3.6M	-$581K	1	0.91%	Reduced
1497	AA Argent Advisors Monroe, Louisiana	$3.59M	+$11.2K	2	0.9%	Increased
1498	PIA Petredis Investment Advisors Warrendale, Pennsylvania	$3.58M	+$7.7K	1	0.24%	Increased
1499	CP Clayton Partners Berkeley, California	$3.58M	+$5.4K	1	2.35%	Increased
1500	EA Ellsworth Advisors Hudson, Ohio	$3.58M	-$12.1K	1	0.59%	Reduced