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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
1801	MW MBL Wealth Charlotte, North Carolina	$2.4M	-$125K	2	0.16%	Reduced
1802	CSA Cornerstone Select Advisors St. Louis, Missouri	$2.39M	-$150K	2	1.01%	Reduced
1803	CCA Childress Capital Advisors Houston, Texas	$2.39M	+$62.8K	4	0.39%	Increased
1804	MAWA Moss Adams Wealth Advisors Seattle, Washington	$2.39M	-$267K	3	0.15%	Reduced
1805	MCM Militia Capital Management Austin, Texas	$2.39M	+$1.2M	1	0.07%	Increased
1806	AIM Acropolis Investment Management St. Louis, Missouri	$2.38M	-$134K	3	0.09%	Reduced
1807	Ameritas Advisory Services Lincoln, Nebraska	$2.38M	+$148K	3	0.05%	Increased
1808	MC Miramontes Capital Newport, California	$2.38M	+$43.8K	2	0.74%	Increased
1809	PWPS Pinnacle Wealth Planning Services Mansfield, Ohio	$2.37M	-$87.2K	8	0.23%	Reduced
1810	SCP Sivia Capital Partners Mill Valley, California	$2.37M	+$1.86M	3	0.29%	Increased
1811	SWM SHP Wealth Management Plymouth, Massachusetts	$2.37M	+$375K	6	0.16%	Increased
1812	IF Ironwood Financial Tucson, Arizona	$2.37M	$0	1	0.37%	Maintained
1813	MWM Mattern Wealth Management Lawrence, Kansas	$2.37M	+$538K	2	0.39%	Increased
1814	ZI ZEGA Investments Palm Beach Gardens, Florida	$2.37M	+$81.4K	2	0.24%	Increased
1815	GAM Grandview Asset Management Harrisburg, Pennsylvania	$2.37M	+$232K	2	0.59%	Increased
1816	PA PFG Advisors Phoenix, Arizona	$2.36M	-$5.62M	1	0.12%	Reduced
1817	LFS Littlejohn Financial Services Roseburg, Oregon	$2.36M	+$2.7M	2	1.72%	New
1818	WW Waterfront Wealth Overland Park, Kansas	$2.36M	+$14.5K	2	0.37%	Increased
1819	Dynasty Wealth Management St. Petersburg, Florida	$2.36M	-$39.1K	2	0.02%	Reduced
1820	TBNY Trustco Bank (New York) Albany, New York	$2.36M	-$205K	1	1.72%	Reduced
1821	ICA Infrastructure Capital Advisors New York	$2.36M	+$2.28M	1	0.14%	New
1822	WQ Wealth Quarterback Toms River, New Jersey	$2.35M	+$162K	4	0.73%	Increased
1823	SWA Stratos Wealth Advisors Beachwood, Ohio	$2.35M	-$58.6K	2	0.13%	Reduced
1824	LCM LCM Capital Management Chicago, Illinois	$2.33M	+$35.8K	2	1.01%	Increased
1825	OC Opinicus Capital Tampa, Florida	$2.33M	-$1.47K	1	1.25%	Reduced