← 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
2726	SSC Syverson Strege & Co West Des Moines, Iowa	$6K	$0	1	0.01%	Maintained
2727	CMBA C.M. Bidwell & Associates Honolulu, Hawaii	$5K	-$111K	2	0%	Reduced
2728	LPWM Lake Point Wealth Management Rockwall, Texas	$5K	$0	2	0%	Maintained
2729	MWA Miller Wealth Advisors Ridgeway, Colorado	$5K	+$1.33K	1	0%	Increased
2730	DB Dravo Bay Rehoboth Beach, Delaware	$4.83K	+$4.7K	1	0%	New
2731	FEG Financial Enhancement Group Anderson, Indiana	$4K	-$24.1K	1	0%	Reduced
2732	HS Horan Securities Cincinnati, United States	$4K	$0	3	0%	Maintained
2733	IWP IAG Wealth Partners Waukesha, Wisconsin	$4K	$0	1	0%	Maintained
2734	IHWM Iron Horse Wealth Management Johston, Iowa	$4K	+$4.3K	1	0%	Increased
2735	JMF Johnson Midwest Financial Glidden, Iowa	$4K	-$1.08K	1	0.01%	Reduced
2736	LWA Lowe Wealth Advisors Columbia, Maryland	$4K	$0	1	0%	Maintained
2737	PLU Performa Ltd (US) Charleston, South Carolina	$4K	+$5.9K	1	0%	New
2738	Sageworth Trust Lancaster, Pennsylvania	$4K	$0	1	0%	Maintained
2739	TJHA Thomas J. Herzfeld Advisors Miami Beach, Florida	$4K	$0	1	0%	Maintained
2740	PP PFS Partners Mine Hill, New Jersey	$2.16K	$0	1	0%	Maintained
2741	ACK Andrew C. Karlinski	$2K	$0	2	0%	Maintained
2742	AI Arena Investors Purchase, New York	$2K	+$2K	1	0%	New
2743	RDIA RE Dickinson Investment Advisors Council Bluffs, Iowa	$2K	$0	1	0%	Maintained
2744	VRM Vectors Research Management New York	$2K	-$20.4K	1	0%	Reduced
2745	AFS Annapolis Financial Services Annapolis, Maryland	$1K	+$430	2	0%	Increased
2746	CWM Cranbrook Wealth Management Bloomfield Hills, Michigan	$1K	-$6.46K	1	0%	Reduced
2747	DSC Duncker Streett & Co St. Louis, Missouri	$1K	-$34K	1	0%	Reduced
2748	JIR James Investment Research Alpha, Ohio	$1K	-$2.58K	1	0%	Reduced
2749	MAM Marquette Asset Management Minneapolis, Minnesota	$1K	+$861	1	0%	New
2750	OAJ Ogorek Anthony Joseph Williamsville, New York	$1K	+$2.36K	1	0%	New