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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
1826	GLA Good Life Advisors Reading, Pennsylvania	$210K	-$2.07K	1	0.08%	Reduced
1827	GWM GSB Wealth Management Guilford, Connecticut	$209K	$0	1	0.99%	Maintained
1828	JGIA Jackson Grant Investment Advisers Stamford, Connecticut	$209K	+$1.04K	1	0.15%	Increased
1829	PHAM Palisades Hudson Asset Management Fort Lauderdale, Florida	$209K	+$196K	1	0.12%	New
1830	OFW Omnia Family Wealth Aventura, Florida	$208K	-$13.5K	3	0.1%	Reduced
1831	BONST Bank of Nova Scotia Trust Toronto, Ontario, Canada	$207K	+$208K	2	0.02%	New
1832	CGA Crescent Grove Advisors Lake Forest, Illinois	$207K	$0	1	0.05%	Maintained
1833	VCM Vigilant Capital Management Portland, Maine	$207K	-$12.8K	1	0.03%	Reduced
1834	Nuveen Fund Advisors Chicago, Illinois	$206K	-$53.9K	1	0.04%	Reduced
1835	WCWM Wooster Corthell Wealth Management Glastonbury, Connecticut	$206K	-$8.21K	1	0.11%	Reduced
1836	VWA V Wealth Advisors Overland Park, Kansas	$205K	-$84.5K	1	0.1%	Reduced
1837	BPB Badgley, Phelps & Bell Seattle, Washington	$204K	-$4.29K	1	0.02%	Reduced
1838	BP BBR Partners New York	$203K	+$206K	1	0.04%	New
1839	FRM Foundation Resource Management Little Rock, Arkansas	$203K	$0	1	0.03%	Maintained
1840	Moneta Group Investment Advisors St Louis, Missouri	$202K	+$204K	1	0.03%	New
1841	SG StoneX Group New York	$202K	-$1.94M	1	0.25%	Reduced
1842	SBWM Sunflower Bank Wealth Management Scottsdale, Arizona	$202K	$0	1	0.07%	Maintained
1843	SHJ Sharkey, Howes & Javer Denver, Colorado	$201K	$0	1	0.11%	Maintained
1844	MCIA Mountain Capital Investment Advisors Westminster, Colorado	$187K	+$296	5	0.17%	Increased
1845	PCP Proficio Capital Partners Newton, Massachusetts	$185K	-$22.8K	5	0.07%	Reduced
1846	DWM Dorchester Wealth Management Montreal, Quebec, Canada	$183K	$0	1	0.06%	Maintained
1847	JFA JNBA Financial Advisors Bloomington, Minnesota	$181K	+$2.88K	4	0.04%	Increased
1848	HMS Hanseatic Management Services Albuquerque, New Mexico	$174K	+$46.2K	3	0.2%	Increased
1849	CHP Cable Hill Partners Portland, Oregon	$172K	+$34.9K	3	0.08%	Increased
1850	PS Portfolio Solutions Royal Oak, Michigan	$171K	$0	1	0.02%	Maintained