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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
2876	MWA Motive Wealth Advisors Birmingham, Michigan	$276K	+$265K	1	0.17%	New
2877	JWM JGP Wealth Management Bend, Oregon	$276K	-$4.62K	1	0.04%	Reduced
2878	BOS Bank of Stockton Stockton, California	$275K	+$263K	1	0.08%	New
2879	APA Astoria Portfolio Advisors New York	$274K	+$290K	1	0.11%	New
2880	DWP Destiny Wealth Partners Tavares, Florida	$274K	+$272K	1	0.05%	New
2881	PRS Pinkerton Retirement Specialists Coeur D Alene, Idaho	$274K	+$92.1K	1	0.04%	Increased
2882	RMCM Reynders McVeigh Capital Management Boston, Massachusetts	$273K	+$28.9K	1	0.02%	Increased
2883	PWP Precedent Wealth Partners Houston, Texas	$272K	$0	1	0.12%	Maintained
2884	SI Seeds Investor New York	$272K	+$261K	1	0.25%	New
2885	Arax Advisory Partners Denver, Colorado	$271K	-$68.9K	3	0.03%	Reduced
2886	AA Aire Advisors Beverly Hills, California	$270K	+$2.31K	1	0.06%	Increased
2887	FMP Financial Management Professionals Austin, Texas	$269K	-$5.94K	4	0.04%	Reduced
2888	SN Sittner & Nelson Eugene, Oregon	$269K	+$31K	4	0.14%	Increased
2889	Modern Wealth Management Lenexa, Kansas	$268K	+$257K	1	0.02%	New
2890	NAS NWF Advisory Services Los Angeles, California	$268K	+$20.6K	1	0.04%	Increased
2891	SIC Shoker Investment Counsel Oxford, Ohio	$268K	-$6.06K	1	0.1%	Reduced
2892	HFS Howard Financial Services Dallas, Texas	$268K	+$25.7K	1	0.05%	Increased
2893	AIS American Investment Services Great Barrington, Massachusetts	$267K	$0	1	0.05%	Maintained
2894	MAM MMA Asset Management Conshohocken, Pennsylvania	$266K	+$5.77K	1	0.13%	Increased
2895	SAM SignalPoint Asset Management Springfield, Missouri	$266K	$0	1	0.07%	Maintained
2896	BHBT Burke & Herbert Bank & Trust Alexandria, Virginia	$266K	-$866	1	0.2%	Reduced
2897	VCM Versant Capital Management Phoenix, Arizona	$266K	+$12.7K	5	0.08%	Increased
2898	WA Westfuller Advisors New York	$266K	+$254K	1	0.32%	New
2899	ACC Acorn Creek Capital Fort Collins, Colorado	$265K	-$6.06K	1	0.17%	Reduced
2900	Welch Group Birmingham, Alabama	$265K	-$6.64K	1	0.01%	Reduced