← 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	CA Crewe Advisors Salt Lake City, Utah	$27.1K	-$382K	2	0%	Reduced
2702	RDFA Ritter Daniher Financial Advisory Cincinnati, Ohio	$26.7K	+$24.5K	2	0.01%	Increased
2703	IWP IAG Wealth Partners Waukesha, Wisconsin	$26.4K	-$4.32K	1	0.01%	Reduced
2704	FMTCOCP Farmers & Merchants Trust Co of Chambersburg PA Chambersburg, Pennsylvania	$26K	-$4K	1	0.02%	Reduced
2705	JGIA Jackson Grant Investment Advisers Stamford, Connecticut	$25.1K	$0	3	0.01%	Maintained
2706	TC Tacita Capital Toronto, Ontario, Canada	$25.1K	$0	2	0.02%	Maintained
2707	CCC Chelsea Counsel Company Los Angeles, California	$24.8K	$0	1	0.01%	Maintained
2708	FAM Flaharty Asset Management Clearwater, Florida	$24.4K	+$24.5K	4	0%	New
2709	CB Centennial Bank Conway, Arkansas	$24.1K	+$21.8K	2	0.02%	Increased
2710	RDIA RE Dickinson Investment Advisors Council Bluffs, Iowa	$24K	+$23.8K	1	0.02%	Increased
2711	CTWM Cherry Tree Wealth Management Minnetonka, Minnesota	$23.5K	$0	2	0.01%	Maintained
2712	SC Stephens Consulting Flint, Michigan	$23K	+$14.2K	3	0.01%	Increased
2713	RBF Capital San Francisco, California	$22.9K	$0	1	0%	Maintained
2714	AWM Atticus Wealth Management Palm Beach Gardens, Florida	$22.6K	-$30K	2	0.01%	Reduced
2715	MFG Mendota Financial Group Madison, Wisconsin	$22.4K	-$50.8K	2	0.02%	Reduced
2716	PCC Park Circle Company Baltimore, Maryland	$22.1K	$0	2	0.02%	Maintained
2717	PG Proffitt & Goodson Knoxville, Tennessee	$22K	+$1.05K	1	0%	Increased
2718	CHA Carmichael Hill & Associates Gaithersburg, Maryland	$21.7K	$0	2	0.01%	Maintained
2719	LF Lee Financial Dallas, Texas	$21.7K	$0	3	0%	Maintained
2720	Altshuler Shaham Tel Aviv, Israel	$21.2K	-$8.56K	1	0%	Reduced
2721	AW Avion Wealth The Woodlands, Texas	$21K	+$6.35K	5	0.01%	Increased
2722	FFA Fairfield Financial Advisors Wellesley, Massachusetts	$20.3K	$0	1	0.01%	Maintained
2723	PP PFS Partners Mine Hill, New Jersey	$20.2K	$0	3	0.02%	Maintained
2724	DAC Dividend Assets Capital Ridgeland, South Carolina	$20K	-$5.4K	1	0%	Reduced
2725	HH HWG Holdings Houston, Texas	$19.6K	-$1.25M	2	0.01%	Reduced