← 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	AAG Armstrong Advisory Group Needham, Massachusetts	$81.4K	+$4.56K	3	0.01%	Increased
2552	JWA JFS Wealth Advisors Hermitage, Pennsylvania	$81.2K	+$7.28K	4	0.01%	Increased
2553	WAM WFA Asset Management Whitefish Bay, Wisconsin	$79.9K	$0	1	0.05%	Maintained
2554	RFG RFP Financial Group Atlanta, Georgia	$79.6K	-$27.5K	2	0.09%	Reduced
2555	GA GoalVest Advisory New York	$78.6K	-$13K	2	0.05%	Reduced
2556	CSWM Cassady Schiller Wealth Management Cincinnati, Ohio	$78.3K	$0	2	0.04%	Maintained
2557	AWM Avondale Wealth Management West Lake Hills, Texas	$77.3K	-$39.1K	2	0.07%	Reduced
2558	AIC Archer Investment Corporation Carmel, Indiana	$75.8K	-$8.97K	3	0.03%	Reduced
2559	BONH Bank of New Hampshire Laconia, New Hampshire	$75.5K	-$82.9K	2	0.02%	Reduced
2560	GFPC Global Financial Private Client Sarasota, Florida	$75.3K	$0	3	0.04%	Maintained
2561	WWP WR Wealth Planners Columbia, Missouri	$75K	+$65.8K	4	0.03%	Increased
2562	MFG Mendota Financial Group Madison, Wisconsin	$74.9K	$0	2	0.07%	Maintained
2563	ECM Estabrook Capital Management New York	$70.8K	$0	2	0.01%	Maintained
2564	CB Community Bank Dewitt, New York	$69.3K	-$3.49K	1	0.01%	Reduced
2565	MFT Moisand Fitzgerald Tamayo Orlando, Florida	$69.1K	+$16.9K	3	0.01%	Increased
2566	AWM Atticus Wealth Management Palm Beach Gardens, Florida	$68.5K	-$40.2K	3	0.03%	Reduced
2567	MHR Matthew Hamilton Rosenberg	$67.2K	$0	2	0.02%	Maintained
2568	PO Private Ocean San Rafael, California	$66.8K	-$912	3	0.01%	Reduced
2569	PCM Pointe Capital Management Grosse Pointe Farms, Michigan	$65.9K	+$55.7K	1	0.05%	New
2570	CWM CarsonAllaria Wealth Management Glen Carbon, Illinois	$64.2K	+$3.91K	3	0.05%	Increased
2571	QL Quarry LP New York	$64.1K	+$57.3K	4	0.01%	New
2572	OAJ Ogorek Anthony Joseph Williamsville, New York	$63K	+$54.2K	2	0.03%	New
2573	TIM Tortoise Investment Management White Plains, New York	$62.3K	-$1.18K	2	0.01%	Reduced
2574	KFS Kelly Financial Services Braintree, Massachusetts	$61.1K	-$4.03K	2	0.03%	Reduced
2575	OLVIG Oliver Lagore Vanvalin Investment Group Flint, Michigan	$60.9K	+$3.78K	2	0.03%	Increased