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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	SWM Sugarloaf Wealth Management Duluth, Georgia	$19.1K	$0	2	0%	Maintained
2752	GFL Granite FO LLC Bedford, New Hampshire	$18.8K	$0	1	0.01%	Maintained
2753	AW Avion Wealth The Woodlands, Texas	$17K	+$14.5K	2	0%	Increased
2754	CWA Clearview Wealth Advisors Salem, Oregon	$17K	+$2.78K	3	0.02%	Increased
2755	DMKJ David M. Knott Jr	$16K	$0	1	0.01%	Maintained
2756	PG Prostatis Group Hanover, Maryland	$15.8K	+$2.63M	1	0.01%	New
2757	RTL Red Tortoise LLC Atlanta, Georgia	$15K	+$429	2	0.01%	Increased
2758	CAM Costello Asset Management Feasterville, Pennsylvania	$14.6K	$0	1	0.01%	Maintained
2759	TC Trust Company Manhattan, Kansas	$12.7K	$0	1	0%	Maintained
2760	DI Disciplined Investments Tulsa, Oklahoma	$12.6K	-$281	5	0.01%	Reduced
2761	NECFA New England Capital Financial Advisors Meriden, Connecticut	$12.2K	-$1.76K	2	0.01%	Reduced
2762	PP Pacifica Partners Surrey, Canada	$12.1K	$0	2	0.01%	Maintained
2763	KSWA Kathleen S. Wright Associates Pittsburgh, Pennsylvania	$11.2K	$0	1	0.01%	Maintained
2764	SHIM Stone House Investment Management Tunkhannock, Pennsylvania	$10.9K	+$1.78K	2	0%	Increased
2765	EC Elequin Capital New York	$10.8K	+$10.8K	1	0.01%	New
2766	MFC Mechanics Financial Corp Mansfield, Ohio	$10.6K	$0	1	0.01%	Maintained
2767	SL Savior LLC Wellesley Hills, Massachusetts	$10.6K	$0	1	0.04%	Maintained
2768	MWA Moser Wealth Advisors Bellevue, Washington	$10.1K	+$9K	1	0.01%	New
2769	CFG CKW Financial Group Honolulu, Hawaii	$10K	$0	1	0%	Maintained
2770	PP PrairieView Partners St. Paul, Minnesota	$10K	$0	2	0%	Maintained
2771	PLU Performa Ltd (US) Charleston, South Carolina	$9.94K	-$401	1	0%	Reduced
2772	FNBOSM First National Bank of South Miami South Miami, Florida	$9.29K	$0	1	0.01%	Maintained
2773	SCA Stuart Chaussee & Associates Palos Verdes Estates, California	$8.99K	$0	1	0%	Maintained
2774	MBFW Morton Brown Family Wealth Allentown, Pennsylvania	$8.87K	-$2.65K	1	0%	Reduced
2775	MWA Miller Wealth Advisors Ridgeway, Colorado	$8.59K	+$3.52K	1	0.01%	Increased