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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
2601	RCM Raleigh Capital Management Cary, North Carolina	$7K	$0	1	0%	Maintained
2602	HF Halpern Financial Ashburn, Virginia	$6.11K	-$7.19K	1	0%	Reduced
2603	BHWM Bay Harbor Wealth Management Hunt Valley, Maryland	$6K	$0	1	0%	Maintained
2604	LFA Level Financial Advisors East Amherst, New York	$6K	+$6.61K	2	0%	New
2605	YAL Your Advocates Ltd Houston, Texas	$6K	$0	2	0%	Maintained
2606	SC Stephens Consulting Flint, Michigan	$5.2K	$0	2	0%	Maintained
2607	BCM Bourgeon Capital Management Darien, Connecticut	$5K	$0	2	0%	Maintained
2608	CPFP Clear Perspectives Financial Planning Cincinnati, Ohio	$5K	$0	1	0%	Maintained
2609	IAMOG Investors Asset Management of Georgia Atlanta, Georgia	$5K	+$6.02K	2	0%	New
2610	LSA Lansing Street Advisors Ambler, Pennsylvania	$5K	$0	2	0%	Maintained
2611	MBFW Morton Brown Family Wealth Allentown, Pennsylvania	$5K	$0	1	0%	Maintained
2612	MWA Moser Wealth Advisors Bellevue, Washington	$5K	$0	1	0%	Maintained
2613	NFG Nadler Financial Group Deerfield, Illinois	$5K	$0	1	0%	Maintained
2614	PLU Performa Ltd (US) Charleston, South Carolina	$5K	+$2.34K	1	0%	Increased
2615	RIM Ranger Investment Management Dallas, Texas	$5K	$0	1	0%	Maintained
2616	BG Bollard Group Boston, Massachusetts	$4K	-$3.01M	1	0%	Reduced
2617	CWA Carolina Wealth Advisors Myrtle Beach, South Carolina	$4K	$0	1	0%	Maintained
2618	CMBA C.M. Bidwell & Associates Honolulu, Hawaii	$4K	$0	2	0%	Maintained
2619	DCM Davidson Capital Management Corpus Christi, Texas	$4K	-$2.16M	2	0%	Reduced
2620	IHWM Iron Horse Wealth Management Johston, Iowa	$4K	+$707	1	0%	Increased
2621	TJHA Thomas J. Herzfeld Advisors Miami Beach, Florida	$4K	$0	1	0%	Maintained
2622	FSWA Financial Synergies Wealth Advisors Houston, Texas	$3.05K	+$3.29K	2	0%	New
2623	FEG Financial Enhancement Group Anderson, Indiana	$3K	$0	1	0%	Maintained
2624	IWP IAG Wealth Partners Waukesha, Wisconsin	$3K	$0	1	0%	Maintained
2625	JMF Johnson Midwest Financial Glidden, Iowa	$3K	$0	1	0%	Maintained