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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
2376	CB CNB Bank Clearfield, Pennsylvania	$295K	+$460	3	0.16%	Increased
2377	CAG Curtis Advisory Group Santa Barbara, California	$295K	$0	1	0.1%	Maintained
2378	MPM Meritage Portfolio Management Overland Park, Kansas	$295K	$0	1	0.02%	Maintained
2379	AA Argent Advisors Monroe, Louisiana	$294K	$0	1	0.16%	Maintained
2380	GA GraniteShares Advisors New York	$294K	+$283K	1	0.14%	New
2381	RFG Range Financial Group Tigard, Oregon	$294K	-$23.4K	1	0.19%	Reduced
2382	ATC Adirondack Trust Company Saratoga Springs, New York	$293K	-$197K	1	0.14%	Reduced
2383	FB First Bancorp Damariscotta, Maine	$292K	+$3.48K	1	0.25%	Increased
2384	FH FWG Holdings Winter Park, Florida	$292K	+$1.39K	1	0.22%	Increased
2385	IBOK Independence Bank of Kentucky Owensboro, Kentucky	$291K	+$162K	1	0.12%	Increased
2386	MCM Morton Capital Management Calabasas, California	$291K	+$295K	1	0.12%	New
2387	1IA 1620 Investment Advisors Plymouth, Massachusetts	$290K	+$294K	1	0.32%	New
2388	AC Avenir Corporation Alexandria, Virginia	$289K	$0	1	0.02%	Maintained
2389	CFFP Center for Financial Planning Southfied, Michigan	$289K	+$154K	2	0.06%	Increased
2390	MRCM M&R Capital Management Summit, New Jersey	$289K	$0	2	0.06%	Maintained
2391	TFCP Twin Focus Capital Partners Boston, Massachusetts	$289K	-$12.3K	1	0.06%	Reduced
2392	BWCS Beirne Wealth Consulting Services Shelton, Connecticut	$288K	$0	1	0.16%	Maintained
2393	FIB First Interstate Bank Billings, Montana	$288K	$0	1	0.03%	Maintained
2394	ACM AUA Capital Management Camp Hill, Pennsylvania	$287K	$0	2	0.17%	Maintained
2395	HCM Harvey Capital Management Palm Beach, Florida	$287K	$0	1	0.09%	Maintained
2396	BWM BT Wealth Management Atlanta, Georgia	$286K	+$290K	1	0.08%	New
2397	E Fund Management Guangzhou, China	$286K	+$2K	1	0.01%	Increased
2398	TCWM Total Clarity Wealth Management St. Charles, Illinois	$286K	-$37.2K	3	0.13%	Reduced
2399	OWA One Wealth Advisors San Francisco, California	$285K	-$2.22K	1	0.07%	Reduced
2400	RMSCM R.M. Sincerbeaux Capital Management New York	$285K	$0	1	0.17%	Maintained