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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
1626	EPP ETF Portfolio Partners Leawood, Kansas	$327K	$0	1	0.26%	Maintained
1627	BCM Beck Capital Management Austin, Texas	$326K	+$326K	1	0.18%	New
1628	BA Bristol Advisors Conshohocken, Pennsylvania	$326K	+$325K	1	0.33%	New
1629	IHT Wealth Management Chicago, Illinois	$325K	+$312K	3	0.25%	New
1630	CBT Central Bank & Trust Lexington, Kentucky	$323K	-$17.4K	2	0.09%	Reduced
1631	SWA Sutton Wealth Advisors Tampa, Florida	$321K	$0	5	0.29%	Maintained
1632	SIAP Sterling Investment Advisors (Pennsylvania) Berwyn, Pennsylvania	$319K	+$309K	2	0.26%	New
1633	SRC Shufro Rose & Co New York	$318K	-$2.65K	1	0.04%	Reduced
1634	WSC Wellington Shields & Co New York	$316K	+$3.65K	1	0.17%	Increased
1635	FNB Farmers National Bank Danville, Kentucky	$313K	-$10.5K	1	0.18%	Reduced
1636	RIA Regal Investment Advisors Kentwood, Michigan	$313K	+$15.9K	1	0.09%	Increased
1637	MAM Meeder Asset Management Dublin, Ohio	$312K	-$710K	1	0.03%	Reduced
1638	DAM Delta Asset Management Memphis, Tennessee	$309K	$0	3	0.05%	Maintained
1639	BHTS Bar Harbor Trust Services Ellsworth, Maine	$307K	-$10.5K	1	0.16%	Reduced
1640	SOAMC Spirit of America Management Corp Syosset, New York	$307K	+$105K	1	0.04%	Increased
1641	AWM Altavista Wealth Management Asheville, North Carolina	$301K	$0	1	0.16%	Maintained
1642	Krilogy Financial St. Louis, Missouri	$301K	+$133	3	0.09%	Increased
1643	PL Parthenon LLC Louisville, Kentucky	$300K	+$9.68K	1	0.07%	Increased
1644	IIC Integrated Investment Consultants Bloomfield Hills, Michigan	$298K	-$1.16K	2	0.14%	Reduced
1645	BIG Bellwether Investment Group Chattanooga, Tennessee	$297K	+$285K	3	0.27%	New
1646	FWM Focused Wealth Management Newburgh, New York	$297K	+$29.4K	2	0.13%	Increased
1647	SCM Salem Capital Management Woburn, Massachusetts	$297K	$0	1	0.16%	Maintained
1648	VNA VNBTrust National Association Charlottesville, Virginia	$296K	$0	1	0.16%	Maintained
1649	SLA Silver Lake Advisory Cottonwood Heights, Utah	$292K	-$7.16K	1	0.23%	Reduced
1650	MWP MYCIO Wealth Partners Philadelphia, Pennsylvania	$291K	+$75K	1	0.04%	Increased