← 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
2751	CFG CKW Financial Group Honolulu, Hawaii	$20K	+$26.7K	1	0%	New
2752	IPW IronBridge Private Wealth Austin, Texas	$20K	+$22.1K	2	0.01%	Increased
2753	MBFW Morton Brown Family Wealth Allentown, Pennsylvania	$20K	+$22.5K	1	0.02%	New
2754	HF Halpern Financial Ashburn, Virginia	$18.2K	+$22.1K	1	0.01%	New
2755	AA AlphaMark Advisors Ft. Wright, Kentucky	$17K	$0	1	0.01%	Maintained
2756	OSNBOA Old Second National Bank of Aurora Aurora, Illinois	$17K	-$74.6K	1	0.01%	Reduced
2757	RCM Raleigh Capital Management Cary, North Carolina	$17K	+$18.1K	2	0.02%	New
2758	RI Rinkey Investments San Diego, California	$17K	+$23.3K	3	0.02%	New
2759	TAM Tucker Asset Management Littleton, Colorado	$16.1K	-$12.9K	2	0.01%	Reduced
2760	WFS Widmann Financial Services Bowie, Maryland	$15K	+$16.9K	1	0.01%	New
2761	TCM TD Capital Management Memphis, Tennessee	$14K	$0	1	0%	Maintained
2762	MFC Mechanics Financial Corp Mansfield, Ohio	$13K	+$14K	1	0.01%	New
2763	PP PrairieView Partners St. Paul, Minnesota	$13K	$0	1	0%	Maintained
2764	UIA Ulland Investment Advisors Minneapolis, Minnesota	$13K	+$14K	1	0.01%	New
2765	UCB United Community Bank Greenville, South Carolina	$12.7K	+$14K	1	0.01%	New
2766	CWAF Core Wealth Advisors (Florida) Lakeland, Florida	$12K	-$1.15K	2	0.01%	Reduced
2767	FPWM FSB Premier Wealth Management Waterloo, Iowa	$12K	+$14.3K	2	0.01%	New
2768	EFS Econ Financial Services Harrisburg, Pennsylvania	$11K	+$11.8K	2	0.01%	New
2769	ARMC American Research & Management Company Marion, Massachusetts	$10K	$0	1	0%	Maintained
2770	MFT Moisand Fitzgerald Tamayo Orlando, Florida	$10K	$0	2	0%	Maintained
2771	CPFP Clear Perspectives Financial Planning Cincinnati, Ohio	$9K	$0	1	0%	Maintained
2772	CWM Cranbrook Wealth Management Bloomfield Hills, Michigan	$9K	$0	1	0%	Maintained
2773	YAL Your Advocates Ltd Houston, Texas	$9K	$0	2	0.01%	Maintained
2774	BA Bellwether Advisors Lincoln, Nebraska	$8K	$0	1	0%	Maintained
2775	BCM Bourgeon Capital Management Darien, Connecticut	$8K	$0	2	0%	Maintained