← 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
2676	FMTCOCP Farmers & Merchants Trust Co of Chambersburg PA Chambersburg, Pennsylvania	$5K	+$4.56K	1	0%	New
2677	RDIA RE Dickinson Investment Advisors Council Bluffs, Iowa	$5K	+$2.2K	1	0%	Increased
2678	BCH Berkshire Capital Holdings San Jose, California	$4.91K	-$8.37M	3	0%	Reduced
2679	LFA Legend Financial Advisors Pittsburgh, Pennsylvania	$4.65K	-$15.8K	1	0%	Reduced
2680	CPFP Clear Perspectives Financial Planning Cincinnati, Ohio	$4.22K	$0	1	0%	Maintained
2681	FFL Financial Freedom LLC Cincinnati, Ohio	$4.22K	-$13.9K	1	0%	Reduced
2682	TJHA Thomas J. Herzfeld Advisors Miami Beach, Florida	$3.72K	$0	1	0%	Maintained
2683	EWP Elevation Wealth Partners Santa Rosa, California	$3.63K	+$3.29K	2	0%	New
2684	LWA Lowe Wealth Advisors Columbia, Maryland	$3.6K	$0	1	0%	Maintained
2685	FSWA Financial Synergies Wealth Advisors Houston, Texas	$3.59K	+$3.16K	2	0%	New
2686	DF DecisionPoint Financial Mesa, Arizona	$3.55K	$0	2	0%	Maintained
2687	GWSA Global Wealth Strategies & Associates Denver, Colorado	$3.46K	-$1.33K	1	0%	Reduced
2688	GW&K Investment Management Boston, Massachusetts	$3K	-$7.07K	2	0%	Reduced
2689	CB Centennial Bank Conway, Arkansas	$3K	$0	1	0%	Maintained
2690	FA Financial Avengers Oakland, California	$3K	$0	1	0%	Maintained
2691	BHWM Beaird Harris Wealth Management Dallas, Texas	$2.87K	-$60K	2	0%	Reduced
2692	RDFA Ritter Daniher Financial Advisory Cincinnati, Ohio	$2.6K	-$38K	1	0%	Reduced
2693	DWA Delos Wealth Advisors Dallas, Texas	$2.51K	-$6.59K	3	0%	Reduced
2694	2L 25 LLC St. Louis, Missouri	$2.07K	+$1.88K	2	0%	New
2695	TFA Transamerica Financial Advisors St. Petersburg, Florida	$2K	-$3K	1	0%	Reduced
2696	PP PFS Partners Mine Hill, New Jersey	$1.76K	$0	1	0%	Maintained
2697	HS Horan Securities Cincinnati, United States	$1.7K	-$169	3	0%	Reduced
2698	MIA Milestone Investment Advisors Middleton, Wisconsin	$1.4K	+$1.18K	1	0%	New
2699	UFF USA Financial Formulas Ada, Michigan	$1.4K	+$1.18K	1	0%	New
2700	First Command Advisory Services Fort Worth, Texas	$1.39K	+$1.74K	1	0%	Increased