← 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
2701	PP PrairieView Partners St. Paul, Minnesota	$11K	$0	1	0%	Maintained
2702	WWP WR Wealth Planners Columbia, Missouri	$10.5K	+$10.5K	2	0.01%	New
2703	LF Lee Financial Dallas, Texas	$10K	-$39.6K	3	0%	Reduced
2704	MIM Macroview Investment Management Bethesda, Maryland	$10K	+$5.38K	3	0.01%	Increased
2705	PG Proffitt & Goodson Knoxville, Tennessee	$10K	+$10.1K	1	0%	New
2706	RCM Raleigh Capital Management Cary, North Carolina	$10K	-$4.66K	1	0.01%	Reduced
2707	BHWM Bay Harbor Wealth Management Hunt Valley, Maryland	$9K	+$9.19K	1	0%	New
2708	EFS Econ Financial Services Harrisburg, Pennsylvania	$9K	$0	2	0.01%	Maintained
2709	HFS HBC Financial Services Seattle, Washington	$9K	-$14K	2	0.01%	Reduced
2710	ARMC American Research & Management Company Marion, Massachusetts	$8K	$0	1	0%	Maintained
2711	HWM HighMark Wealth Management St. Paul, Minnesota	$8K	+$5.6K	1	0.01%	Increased
2712	YAL Your Advocates Ltd Houston, Texas	$8K	$0	2	0%	Maintained
2713	SC Stephens Consulting Flint, Michigan	$7.71K	-$18K	2	0.01%	Reduced
2714	BA Bellwether Advisors Lincoln, Nebraska	$7K	+$646	1	0%	Increased
2715	CPFP Clear Perspectives Financial Planning Cincinnati, Ohio	$7K	$0	1	0%	Maintained
2716	LSA Lansing Street Advisors Ambler, Pennsylvania	$7K	+$6.89K	2	0%	New
2717	MWA Moser Wealth Advisors Bellevue, Washington	$7K	$0	1	0%	Maintained
2718	NFG Nadler Financial Group Deerfield, Illinois	$7K	+$6.79K	1	0%	New
2719	WFA West Financial Advisors Des Moines, Iowa	$7K	+$6.72K	1	0%	New
2720	BCH Berkshire Capital Holdings San Jose, California	$6K	$0	2	0%	Maintained
2721	BCM Bourgeon Capital Management Darien, Connecticut	$6K	$0	2	0%	Maintained
2722	CWA Carolina Wealth Advisors Myrtle Beach, South Carolina	$6K	$0	1	0%	Maintained
2723	MBFW Morton Brown Family Wealth Allentown, Pennsylvania	$6K	-$10.8K	1	0%	Reduced
2724	RIM Ranger Investment Management Dallas, Texas	$6K	$0	1	0%	Maintained
2725	SC Schubert & Co Mckinney, Texas	$6K	-$328	4	0.01%	Reduced