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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
2676	SN Sittner & Nelson Eugene, Oregon	$85K	+$22.2K	3	0.05%	Increased
2677	BG Bollard Group Boston, Massachusetts	$84K	$0	1	0%	Maintained
2678	TD Ameritrade Investment Management Omaha, Nebraska	$84K	+$68.9K	1	0%	Increased
2679	CHC City Holding Co Charleston, West Virginia	$83K	+$7.18K	2	0.01%	Increased
2680	FCMA Foresight Capital Management Advisors Saline, Michigan	$83K	+$84K	1	0.08%	New
2681	LAS Lloyd Advisory Services Suwanee, Georgia	$81K	+$15.1K	1	0.04%	Increased
2682	CWA Clearview Wealth Advisors Salem, Oregon	$79K	-$2.98K	3	0.05%	Reduced
2683	PHAM Portland Hill Asset Management London, United Kingdom	$79K	$0	1	0.06%	Maintained
2684	EC Estate Counselors Thiensville, Wisconsin	$78K	$0	1	0.01%	Maintained
2685	IRC Investors Research Corp Atlanta, Georgia	$78K	+$695	2	0.02%	Increased
2686	DCM Disciplina Capital Management Nashville, Tennessee	$77K	+$28.1K	2	0.01%	Increased
2687	CC Corsicana & Co Corsicana, Texas	$76K	$0	1	0.05%	Maintained
2688	FCMT Founders Capital Management (Texas) Houston, Texas	$76K	$0	1	0.05%	Maintained
2689	LSV Asset Management Chicago, Illinois	$76K	$0	1	0%	Maintained
2690	EIP Ellis Investment Partners Berwyn, Pennsylvania	$74K	-$1.99K	2	0.02%	Reduced
2691	WIA Wealthstreet Investment Advisors Dallas, Texas	$74K	$0	1	1.83%	Maintained
2692	Belvedere Trading Chicago, Illinois	$72K	+$117K	1	0%	New
2693	Cohen & Steers New York	$71K	+$1.97K	1	0%	Increased
2694	TIM Tortoise Investment Management White Plains, New York	$71K	$0	2	0.01%	Maintained
2695	PCTC Perkins Coie Trust Company Seattle, Washington	$70K	-$5.65K	1	0.02%	Reduced
2696	SIS Sound Income Strategies Ft Lauderdale, Florida	$70K	-$562	3	0.01%	Reduced
2697	RWM Raffa Wealth Management Washington, District of Columbia	$69.9K	+$2.81K	4	0.02%	Increased
2698	CWM Curi Wealth Management Raleigh, North Carolina	$69K	+$79.2K	3	0.01%	New
2699	KCFA Key Client Fiduciary Advisors Fairfield, New Jersey	$69K	+$147K	1	0.06%	New
2700	TI Truehand Inc Strafford, New Hampshire	$68K	$0	1	0.04%	Maintained