← 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	LFA Level Financial Advisors East Amherst, New York	$4.47K	-$1.42K	1	0%	Reduced
2777	MAM Marquette Asset Management Minneapolis, Minnesota	$4.47K	-$1.71K	1	0%	Reduced
2778	LWA Lowe Wealth Advisors Columbia, Maryland	$3.65K	$0	1	0%	Maintained
2779	NSG Nalls Sherbakoff Group Knoxville, Tennessee	$3.54K	$0	2	0%	Maintained
2780	FSWA Financial Synergies Wealth Advisors Houston, Texas	$3.5K	$0	2	0%	Maintained
2781	DWA Delos Wealth Advisors Dallas, Texas	$3.42K	$0	3	0%	Maintained
2782	TJHA Thomas J. Herzfeld Advisors Miami Beach, Florida	$3.35K	-$570	1	0%	Reduced
2783	WOSD WFA of San Diego San Diego, California	$3.23K	$0	2	0%	Maintained
2784	BFP Briaud Financial Planning College Station, Texas	$3K	+$3.24K	1	0%	New
2785	PCM Perritt Capital Management Chicago, Illinois	$2.79K	+$2.85K	1	0%	New
2786	SHIM Stone House Investment Management Tunkhannock, Pennsylvania	$2.51K	-$8.45K	1	0%	Reduced
2787	DWMG DB Wealth Management Group San Diego, California	$1.6K	$0	1	0%	Maintained
2788	SWM Sanctuary Wealth Management Pocatello, Idaho	$1.22K	$0	1	0%	Maintained
2789	PP Paloma Partners Greenwich, Connecticut	$1.12K	+$1.14K	1	0%	New
2790	CWM Cranbrook Wealth Management Bloomfield Hills, Michigan	$972	$0	1	0%	Maintained
2791	MCA Maryland Capital Advisors Chester, Maryland	$920	$0	2	0%	Maintained
2792	FFL Financial Freedom LLC Cincinnati, Ohio	$800	$0	1	0%	Maintained
2793	IA IFS Advisors Overland Park, Kansas	$608	$0	1	0%	Maintained
2794	RF Robinswood Financial Kirkland, Washington	$608	$0	1	0%	Maintained
2795	KHC Koesten Hirschmann & Crabtree Overland Park, Kansas	$203	$0	1	0%	Maintained
2796	CWAF Core Wealth Advisors (Florida) Lakeland, Florida	$160	$0	1	0%	Maintained
2797	EAM Eukles Asset Management Cincinnati, Ohio	$32	$0	1	0%	Maintained
2798	DAM Draper Asset Management Smithtown, New York	$16	$0	1	0%	Maintained
2799	1WM 1900 Wealth Management San Antonio, Texas	$0	-$219K	0	–	Closed
2800	2L 25 LLC St. Louis, Missouri	$0	-$4.08K	0	–	Closed