← 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
2776	SC Stephens Consulting Flint, Michigan	$8.51K	$0	2	0%	Maintained
2777	FCT First Community Trust Dubuque, Iowa	$8.51K	$0	2	0.01%	Maintained
2778	BHWM Beaird Harris Wealth Management Dallas, Texas	$8.12K	+$2.27K	2	0%	Increased
2779	YAL Your Advocates Ltd Houston, Texas	$7.88K	$0	2	0%	Maintained
2780	HWM HighMark Wealth Management St. Paul, Minnesota	$7.87K	-$248K	1	0.01%	Reduced
2781	LSA Lansing Street Advisors Ambler, Pennsylvania	$7.05K	$0	2	0%	Maintained
2782	BCM Bourgeon Capital Management Darien, Connecticut	$6.61K	$0	2	0%	Maintained
2783	GWSA Global Wealth Strategies & Associates Denver, Colorado	$6.27K	$0	1	0%	Maintained
2784	MAM Marquette Asset Management Minneapolis, Minnesota	$6.18K	+$5.5K	1	0%	New
2785	PS PayPay Securities Tokyo, Japan	$6.1K	-$1.24K	2	0.37%	Reduced
2786	RIM Ranger Investment Management Dallas, Texas	$5.92K	$0	1	0%	Maintained
2787	LFA Level Financial Advisors East Amherst, New York	$5.9K	+$5.32K	2	0%	New
2788	LFA Legend Financial Advisors Pittsburgh, Pennsylvania	$5.62K	$0	1	0%	Maintained
2789	CWA Carolina Wealth Advisors Myrtle Beach, South Carolina	$5.49K	$0	1	0%	Maintained
2790	PWMA Pension & Wealth Management Advisors Waltham, Massachusetts	$5.49K	$0	1	0%	Maintained
2791	GGI Godsey & Gibb Inc Richmond, Virginia	$5.28K	+$5.1K	1	0%	New
2792	DF DecisionPoint Financial Mesa, Arizona	$5.03K	$0	2	0%	Maintained
2793	EWP Elevation Wealth Partners Santa Rosa, California	$4.61K	-$1.09K	1	0%	Reduced
2794	2L 25 LLC St. Louis, Missouri	$4.08K	+$1.43K	3	0%	Increased
2795	TJHA Thomas J. Herzfeld Advisors Miami Beach, Florida	$3.85K	-$500	1	0%	Reduced
2796	LWA Lowe Wealth Advisors Columbia, Maryland	$3.8K	$0	1	0%	Maintained
2797	NSG Nalls Sherbakoff Group Knoxville, Tennessee	$3.8K	-$4.61K	2	0%	Reduced
2798	FSWA Financial Synergies Wealth Advisors Houston, Texas	$3.59K	-$408	2	0%	Reduced
2799	DWA Delos Wealth Advisors Dallas, Texas	$3.36K	$0	3	0%	Maintained
2800	WOSD WFA of San Diego San Diego, California	$3.3K	+$3.02K	2	0%	New