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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
2251	BA Ballew Advisors Jackson, Mississippi	$1.31M	-$6.97K	2	0.68%	Reduced
2252	LC LCNB Corp Lebanon, Ohio	$1.31M	-$17.4K	1	0.4%	Reduced
2253	MFG Midwest Financial Group Overland Park, Kansas	$1.31M	+$5.68K	1	0.46%	Increased
2254	LIA Luken Investment Analytics Brentwood, Tennessee	$1.31M	$0	1	0.46%	Maintained
2255	PB Pinnacle Bancorp Beatrice, Nebraska	$1.31M	+$99.5K	4	0.34%	Increased
2256	IMT Investment Management Trust Fitchburg, Massachusetts	$1.3M	-$13.2K	1	1.17%	Reduced
2257	OC Oakworth Capital Birmingham, Alabama	$1.3M	+$32.1K	3	0.06%	Increased
2258	AAG Armstrong Advisory Group Needham, Massachusetts	$1.3M	+$8.49K	4	0.08%	Increased
2259	EARNEST Partners Atlanta, Georgia	$1.3M	+$14.7K	2	0%	Increased
2260	GFG GR Financial Group Tucson, Arizona	$1.3M	-$21.6K	1	0.18%	Reduced
2261	HL HeadInvest LLC Portland, Maine	$1.3M	+$27.6K	2	0.24%	Increased
2262	HPM Hudson Portfolio Management Garrison, New York	$1.29M	-$102K	2	0.98%	Reduced
2263	KWM Kingsman Wealth Management Pensacola, Florida	$1.29M	-$6.75M	2	0.61%	Reduced
2264	LWA Lantern Wealth Advisors Melville, New York	$1.29M	-$79.4K	1	0.59%	Reduced
2265	NEWAS N.E.W. Advisory Services De Pere, Wisconsin	$1.29M	-$53.6K	3	0.09%	Reduced
2266	QL Quarry LP New York	$1.29M	+$721K	9	0.11%	Increased
2267	AF Arrow Financial Glens Falls, New York	$1.29M	$0	1	0.12%	Maintained
2268	TCI Wealth Advisors Tucson, Arizona	$1.29M	+$53.9K	1	0.06%	Increased
2269	KFS Krane Financial Solutions Calabasas, California	$1.29M	$0	1	0.79%	Maintained
2270	CFG Cassilly Financial Group Severna Park, Maryland	$1.29M	-$134K	1	0.94%	Reduced
2271	SIC Sigma Investment Counselors Northville, Michigan	$1.29M	+$22.6K	1	0.06%	Increased
2272	WSA Wealth Science Advisors Alpharetta, Georgia	$1.29M	-$230K	1	0.57%	Reduced
2273	NDBT North Dallas Bank & Trust Dallas, Texas	$1.28M	+$51.4K	1	0.76%	Increased
2274	CFS CRA Financial Services Northfield, New Jersey	$1.28M	+$15.2K	2	0.15%	Increased
2275	PFSC Peoples Financial Services Corp Moosic, Pennsylvania	$1.28M	$0	1	0.55%	Maintained