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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
2151	IWA IBEX Wealth Advisors Bedminster, New Jersey	$110K	+$103K	2	0.03%	New
2152	PWP Personal Wealth Partners Bloomington, Minnesota	$108K	+$103K	2	0.05%	New
2153	TA TCG Advisors Austin, Texas	$106K	-$4K	1	0.1%	Reduced
2154	TFGT TS Financial Group (TSFG) Lake Forest, Illinois	$92K	$0	3	0.07%	Maintained
2155	TC Truvestments Capital Sarasota, Florida	$89K	-$70.2K	4	0.06%	Reduced
2156	WWM Willingdon Wealth Management Huntersville, North Carolina	$89K	-$7.11K	1	0.02%	Reduced
2157	RFWA RPg Family Wealth Advisory Burlington, Massachusetts	$88.3K	$0	2	0.05%	Maintained
2158	OFS Orrstown Financial Services Harrisburg, Pennsylvania	$88K	+$12.3K	2	0.12%	Increased
2159	VC Vestor Capital Chicago, Illinois	$88K	+$1.09K	1	0.02%	Increased
2160	CYG Clean Yield Group Norwich, Vermont	$87K	+$77.9K	1	0.03%	Increased
2161	MIHAS Maj Invest Holding A/S Copenhagen K, Denmark	$87K	$0	1	0%	Maintained
2162	PCM Princeton Capital Management Red Bank, New Jersey	$87K	$0	1	0.04%	Maintained
2163	MF Manchester Financial Westlake Village, California	$86K	+$82.2K	2	0.04%	New
2164	FBT First Bank & Trust Brookings, South Dakota	$84K	+$23K	2	0.07%	Increased
2165	CAGAS Capital Advisory Group Advisory Services Bloomington, Minnesota	$82K	$0	1	0.05%	Maintained
2166	HGWM Harvest Group Wealth Management Waltham, Massachusetts	$81K	-$807	8	0.1%	Reduced
2167	AWW Alan W. Weber	$75K	$0	1	0.03%	Maintained
2168	BC Barnett & Company Chattanooga, Tennessee	$75K	$0	1	0.04%	Maintained
2169	LFG LifePlan Financial Group Dayton, Ohio	$73K	$0	2	0.04%	Maintained
2170	Credit Agricole Montrouge Cedex, France	$70K	+$50.7K	2	0%	Increased
2171	BAMG Brand Asset Management Group Chesterfield, Missouri	$69K	+$8.24K	4	0.05%	Increased
2172	VEA Virtus ETF Advisers New York	$68K	+$66.4K	2	0.01%	New
2173	CT Clearstead Trust Portland, Maine	$65K	$0	1	0.05%	Maintained
2174	FMP Financial Management Professionals Austin, Texas	$62K	-$18K	2	0.02%	Reduced
2175	PCA Providence Capital Advisors Charlotte, North Carolina	$61K	+$669	2	0.04%	Increased