← 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
2551	CCC Crescent Capital Consulting New Orleans, Louisiana	$28K	$0	2	0.01%	Maintained
2552	ECM Estabrook Capital Management New York	$27.1K	$0	1	0%	Maintained
2553	CAL Capital Advisors Ltd Shaker Heights, Ohio	$27K	$0	1	0%	Maintained
2554	DAC Dividend Assets Capital Ridgeland, South Carolina	$27K	$0	1	0.01%	Maintained
2555	AP Atwood & Palmer Kansas City, Missouri	$25K	+$8.38K	2	0%	Increased
2556	PK Pflug Koory Omaha, Nebraska	$24K	-$1.71K	1	0.01%	Reduced
2557	PWS Private Wealth Strategies New Albany, Ohio	$24K	+$24.4K	1	0.01%	New
2558	SC Steph & Co Marinette, Wisconsin	$24K	$0	1	0.02%	Maintained
2559	FNBOSM First National Bank of South Miami South Miami, Florida	$23K	$0	1	0.02%	Maintained
2560	SAM Strategic Asset Management Rochester, Minnesota	$22K	+$21.3K	2	0.03%	New
2561	CAC Core Alternative Capital Peachtree Corners, Georgia	$21K	+$19.6K	1	0%	New
2562	CMF Counterpoint Mutual Funds San Diego, California	$20K	+$6.38K	1	0.02%	Increased
2563	LF Lee Financial Dallas, Texas	$20K	+$11.6K	3	0%	Increased
2564	MIM Macroview Investment Management Bethesda, Maryland	$20K	+$13K	3	0.03%	Increased
2565	CTC (Chicago Trading Company) Chicago, Illinois	$19.1K	+$13.2K	2	0.01%	Increased
2566	AA AlphaMark Advisors Ft. Wright, Kentucky	$18K	+$9.65K	1	0.01%	Increased
2567	CWAF Core Wealth Advisors (Florida) Lakeland, Florida	$16K	+$4.27K	1	0.01%	Increased
2568	DWA Delos Wealth Advisors Dallas, Texas	$16K	+$3.05K	2	0.02%	Increased
2569	TCM TD Capital Management Memphis, Tennessee	$15K	$0	1	0%	Maintained
2570	PP PrairieView Partners St. Paul, Minnesota	$14K	-$6.35K	1	0%	Reduced
2571	MFT Moisand Fitzgerald Tamayo Orlando, Florida	$13K	+$3.51K	2	0%	Increased
2572	CPFP Clear Perspectives Financial Planning Cincinnati, Ohio	$12K	-$22K	1	0.01%	Reduced
2573	TD Ameritrade Investment Management Omaha, Nebraska	$12K	-$15.7K	1	0%	Reduced
2574	VRM Vectors Research Management New York	$12K	$0	1	0%	Maintained
2575	ARMC American Research & Management Company Marion, Massachusetts	$11K	$0	1	0%	Maintained