← 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
2801	CB Centennial Bank Conway, Arkansas	$3.17K	$0	1	0%	Maintained
2802	FA Financial Avengers Oakland, California	$3.17K	$0	1	0%	Maintained
2803	TFA Transamerica Financial Advisors St. Petersburg, Florida	$3K	+$204	2	0%	Increased
2804	RDFA Ritter Daniher Financial Advisory Cincinnati, Ohio	$2.75K	$0	1	0%	Maintained
2805	AA AlphaMark Advisors Ft. Wright, Kentucky	$2K	+$1.34K	1	0%	New
2806	RDIA RE Dickinson Investment Advisors Council Bluffs, Iowa	$2K	-$2.65K	1	0%	Reduced
2807	DWMG DB Wealth Management Group San Diego, California	$1.53K	$0	1	0%	Maintained
2808	UFF USA Financial Formulas Ada, Michigan	$1.48K	$0	1	0%	Maintained
2809	HS Horan Securities Cincinnati, United States	$1.36K	-$465	3	0%	Reduced
2810	SWM Sanctuary Wealth Management Pocatello, Idaho	$1.27K	+$1.23K	1	0%	New
2811	UIA Ulland Investment Advisors Minneapolis, Minnesota	$1K	$0	1	0%	Maintained
2812	CWM Cranbrook Wealth Management Bloomfield Hills, Michigan	$977	$0	1	0%	Maintained
2813	MCA Maryland Capital Advisors Chester, Maryland	$921	+$889	2	0%	New
2814	FFL Financial Freedom LLC Cincinnati, Ohio	$767	-$5.11K	1	0%	Reduced
2815	IA IFS Advisors Overland Park, Kansas	$633	$0	1	0%	Maintained
2816	RF Robinswood Financial Kirkland, Washington	$633	+$612	1	0%	New
2817	KHC Koesten Hirschmann & Crabtree Overland Park, Kansas	$212	-$930	1	0%	Reduced
2818	CWAF Core Wealth Advisors (Florida) Lakeland, Florida	$154	$0	1	0%	Maintained
2819	EAM Eukles Asset Management Cincinnati, Ohio	$31	$0	1	0%	Maintained
2820	DAM Draper Asset Management Smithtown, New York	$15	$0	1	0%	Maintained
2821	AIA Alera Investment Advisors Deerfield, Illinois	$0	-$431K	0	–	Closed
2822	Algert Global San Francisco, California	$0	-$1.8M	0	–	Closed
2823	ACM Alight Capital Management New York	$0	-$6.75M	0	–	Closed
2824	AFO Allie Family Office Miami, Florida	$0	-$834K	0	–	Closed
2825	ADIM Alpha DNA Investment Management Columbia, Maryland	$0	-$1.39M	0	–	Closed