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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
1701	BC Barnett & Company Chattanooga, Tennessee	$58K	+$54.1K	2	0.03%	New
1702	RWM Raffa Wealth Management Washington, District of Columbia	$56.8K	+$9.44K	4	0.03%	Increased
1703	RWG Regal Wealth Group Seal Beach, California	$56K	+$25.3K	1	0.05%	Increased
1704	Blackhill Capital Morristown, New Jersey	$53K	$0	1	0.01%	Maintained
1705	IR Invictus RG Hamilton, Bermuda	$53K	+$12K	2	0.06%	Increased
1706	CFN Cordasco Financial Network Naples, Florida	$52K	$0	2	0.06%	Maintained
1707	AWMS Advocacy Wealth Management Services Atlanta, Georgia	$51K	+$32.4K	1	0.04%	Increased
1708	AFP Ausdal Financial Partners Davenport, Iowa	$51K	-$29.9K	1	0.03%	Reduced
1709	Verition Fund Management Greenwich, Connecticut	$50K	-$2.05M	1	0.01%	Reduced
1710	DPA Delphi Private Advisors San Diego, California	$48K	-$20.6K	3	0.09%	Reduced
1711	JAM Jolley Asset Management Rocky Mount, North Carolina	$48K	+$43.8K	1	0.04%	New
1712	SIM Sonora Investment Management Tucson, Arizona	$47.3K	+$34.6K	2	0.01%	Increased
1713	AIM Arcadia Investment Management Kalamazoo, Michigan	$47K	-$27K	2	0.02%	Reduced
1714	Balentine LLC Atlanta, Georgia	$45K	-$12.2K	1	0.01%	Reduced
1715	PFG Piershale Financial Group Barrington, Illinois	$44K	-$28.3K	1	0.03%	Reduced
1716	TFO Tarbox Family Office Newport Beach, California	$43K	-$638	3	0.03%	Reduced
1717	TJHA Thomas J. Herzfeld Advisors Miami Beach, Florida	$38K	+$35.1K	1	0.02%	New
1718	Allworth Financial Folsom, California	$35K	-$3.25K	2	0%	Reduced
1719	CGH Cleary Gull Holdings Milwaukee, Wisconsin	$35K	$0	1	0.02%	Maintained
1720	Harel Insurance Investments & Financial Services Ramat Gan, Israel	$30K	+$29.1K	1	0%	New
1721	LWA Lenox Wealth Advisors New York	$30K	$0	2	0.01%	Maintained
1722	KPCM Kings Point Capital Management Great Neck, New York	$29K	-$28K	1	0.01%	Reduced
1723	SAM Sunnymeath Asset Management Red Bank, New Jersey	$28K	$0	1	0.04%	Maintained
1724	TSU TD Securities (USA) New York	$28K	-$812	3	0.26%	Reduced
1725	TCCM Timber Creek Capital Management Boston, Massachusetts	$27K	$0	1	0.02%	Maintained