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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
2351	PIM Perpetual Investment Management Sydney, Australia	$200K	+$202K	1	0.03%	New
2352	IWMA Ironwood Wealth Management (Arizona) Chandler, Arizona	$188K	$0	1	0.12%	Maintained
2353	OSNBOA Old Second National Bank of Aurora Aurora, Illinois	$186K	-$9.53K	1	0.06%	Reduced
2354	PB Pinnacle Bancorp Beatrice, Nebraska	$186K	+$4.59K	2	0.11%	Increased
2355	ONST Old North State Trust Greensboro, North Carolina	$181K	+$77.8K	1	0.14%	Increased
2356	NC NewSquare Capital Newtown Square, Pennsylvania	$179K	$0	1	0.03%	Maintained
2357	RC Ronit Capital London, United Kingdom	$179K	+$164K	1	0.1%	New
2358	CPFP Clear Perspectives Financial Planning Cincinnati, Ohio	$178K	+$163K	1	0.11%	New
2359	SC Steph & Co Marinette, Wisconsin	$174K	-$549	2	0.13%	Reduced
2360	CWP Concord Wealth Partners Abingdon, Virginia	$172K	+$158K	5	0.13%	New
2361	CCA Childress Capital Advisors Houston, Texas	$168K	+$163K	2	0.1%	New
2362	RIM Rockbridge Investment Management Syracuse, New York	$162K	+$41.7K	3	0.03%	Increased
2363	CYG Clean Yield Group Norwich, Vermont	$160K	-$9.2K	2	0.06%	Reduced
2364	FFA Freedman Financial Associates Peabody, Massachusetts	$160K	+$147K	1	0.14%	New
2365	RP Rowlandmiller & Partners Atlanta, Georgia	$160K	+$67.6K	1	0.05%	Increased
2366	AA Addison Advisors Middlebury, Vermont	$159K	+$150K	2	0.15%	New
2367	ARMC American Research & Management Company Marion, Massachusetts	$159K	$0	2	0.04%	Maintained
2368	JGIA Jackson Grant Investment Advisers Stamford, Connecticut	$158K	+$7.1K	2	0.08%	Increased
2369	Bogart Wealth LLC Mclean, Virginia	$156K	+$366	2	0.03%	Increased
2370	HS Horan Securities Cincinnati, United States	$156K	+$12.7K	2	0.13%	Increased
2371	JFA JNBA Financial Advisors Bloomington, Minnesota	$156K	-$10.1K	4	0.03%	Reduced
2372	BSSFA Baron Silver Stevens Financial Advisors Boca Raton, Florida	$154K	+$144K	3	0.05%	New
2373	Larson Financial Group St Louis, Missouri	$153K	-$594	3	0.05%	Reduced
2374	AFG Albion Financial Group Salt Lake City, Utah	$150K	+$142K	3	0.01%	New
2375	FWM Filbrandt Wealth Management Middleton, Wisconsin	$150K	$0	2	0.1%	Maintained