← All themes Artificial Intelligence

Agentic AI

Agentic AI covers systems that take multi-step actions on a user’s behalf rather than answering one question at a time. Giving software the ability to act creates new demand for orchestration, tool access, and audit.

13 stocks

#	Name	Holding	Trade Value	Theme Stocks	% of Portfolio	Status
2501	NFG Nadler Financial Group Deerfield, Illinois	$6K	$0	1	0%	Maintained
2502	SCA Stuart Chaussee & Associates Palos Verdes Estates, California	$6K	$0	1	0.01%	Maintained
2503	CTC (Chicago Trading Company) Chicago, Illinois	$5.33K	-$36.2K	1	0%	Reduced
2504	DCM Davidson Capital Management Corpus Christi, Texas	$5K	+$1.13K	2	0%	Increased
2505	HWM HighMark Wealth Management St. Paul, Minnesota	$5K	-$2K	1	0%	Reduced
2506	YAL Your Advocates Ltd Houston, Texas	$5K	$0	2	0%	Maintained
2507	SC Stephens Consulting Flint, Michigan	$4.64K	$0	2	0%	Maintained
2508	BCH Berkshire Capital Holdings San Jose, California	$4K	-$7.49M	2	0%	Reduced
2509	BG Bollard Group Boston, Massachusetts	$4K	$0	1	0%	Maintained
2510	CWA Carolina Wealth Advisors Myrtle Beach, South Carolina	$4K	$0	1	0%	Maintained
2511	CPFP Clear Perspectives Financial Planning Cincinnati, Ohio	$4K	$0	1	0%	Maintained
2512	FIA FNY Investment Advisers New York	$4K	-$40.6K	2	0%	Reduced
2513	LSA Lansing Street Advisors Ambler, Pennsylvania	$4K	$0	2	0%	Maintained
2514	MBFW Morton Brown Family Wealth Allentown, Pennsylvania	$4K	$0	1	0%	Maintained
2515	RIM Ranger Investment Management Dallas, Texas	$4K	$0	1	0%	Maintained
2516	RG Retirement Group San Diego, California	$4K	-$44.3K	2	0%	Reduced
2517	SAM Selway Asset Management	$4K	+$4.45K	1	0%	New
2518	SSC Syverson Strege & Co West Des Moines, Iowa	$4K	-$12.7K	1	0%	Reduced
2519	TFA Transamerica Financial Advisors St. Petersburg, Florida	$4K	+$567	2	0%	Increased
2520	FSWA Financial Synergies Wealth Advisors Houston, Texas	$3K	+$444	2	0%	Increased
2521	EC Elequin Capital New York	$3K	+$2.54K	1	0%	New
2522	JMF Johnson Midwest Financial Glidden, Iowa	$3K	$0	1	0.01%	Maintained
2523	LWA Lowe Wealth Advisors Columbia, Maryland	$3K	$0	1	0%	Maintained
2524	MWA Miller Wealth Advisors Ridgeway, Colorado	$3K	$0	1	0%	Maintained
2525	Sageworth Trust Lancaster, Pennsylvania	$3K	$0	1	0%	Maintained