← 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	SAMT Select Asset Management & Trust Mechanicsburg, Pennsylvania	$265K	$0	1	0.13%	Maintained
2727	AT American Trust Lexington, Kentucky	$265K	+$228K	1	0.02%	New
2728	WBC West Branch Capital Amherst, Massachusetts	$264K	+$101K	3	0.12%	Increased
2729	TFA Trinity Financial Advisors Columbus, Ohio	$264K	$0	1	0.13%	Maintained
2730	CA CV Advisors Aventura, Florida	$263K	$0	1	0.18%	Maintained
2731	EFA Evernest Financial Advisors Carmel, Indiana	$263K	+$226K	1	0.13%	New
2732	SWM Silverlake Wealth Management Williston, Vermont	$263K	-$344K	1	0.15%	Reduced
2733	TIM Thompson Investment Management Madison, Wisconsin	$263K	$0	1	0.04%	Maintained
2734	SFP Sweet Financial Partners Fairmont, Minnesota	$262K	+$226K	1	0.06%	New
2735	CA Carson Advisory Athens, Georgia	$261K	-$25.1K	1	0.2%	Reduced
2736	CWC Carolinas Wealth Consulting Charlotte, North Carolina	$261K	-$32.2K	2	0.06%	Reduced
2737	FCM Fourpath Capital Management Oklahoma City, Oklahoma	$261K	-$23.5K	1	0.18%	Reduced
2738	WB West Bancorporation West Des Moines, Iowa	$259K	-$7.56K	1	0.17%	Reduced
2739	WFA Wellspring Financial Advisors Cleveland, Ohio	$259K	+$223K	1	0.06%	New
2740	WI WBI Investments Red Bank, New Jersey	$259K	-$479K	1	0.05%	Reduced
2741	EP EPIQ Partners Minneapolis, Minnesota	$258K	-$25.3K	1	0.18%	Reduced
2742	MFWP Mosaic Family Wealth Partners St. Louis, Missouri	$257K	+$221K	1	0.04%	New
2743	OHWA Oak Hill Wealth Advisors Lansdowne, Virginia	$256K	+$220K	1	0.09%	New
2744	PNAA Pictet North America Advisors Geneva 73, Switzerland	$256K	+$220K	1	0.03%	New
2745	CCB Cutter & Co Brokerage Ballwin, Missouri	$256K	+$19.7K	1	0.07%	Increased
2746	AM Account Management Boxford, Massachusetts	$255K	+$220K	1	0.31%	New
2747	1WM 1900 Wealth Management San Antonio, Texas	$255K	+$219K	1	0.02%	New
2748	SAF Smith Anglin Financial Dallas, Texas	$255K	-$188K	1	0.03%	Reduced
2749	AHL Abel Hall LLC Baton Rouge, Louisiana	$254K	+$219K	1	0.22%	New
2750	SWG Summit Wealth Group White River Junction, Vermont	$254K	+$218K	1	0.2%	New