← 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
3026	CB Centennial Bank Conway, Arkansas	$47.9K	+$14.7K	2	0.03%	Increased
3027	TCM Tradewinds Capital Management Bellingham, Washington	$47.7K	-$2.74K	2	0.02%	Reduced
3028	LF Lee Financial Dallas, Texas	$47.7K	+$20.1K	3	0.01%	Increased
3029	MIM Macroview Investment Management Bethesda, Maryland	$47K	-$15.1K	2	0.06%	Reduced
3030	MCM MidAtlantic Capital Management Richmond, Virginia	$45.9K	+$41K	1	0.04%	New
3031	KSWA Kathleen S. Wright Associates Pittsburgh, Pennsylvania	$44.9K	+$26.5K	2	0.02%	Increased
3032	PCTC Perkins Coie Trust Company Seattle, Washington	$44.6K	-$16.4K	2	0.01%	Reduced
3033	MG MilWealth Group Milwaukee, Wisconsin	$43.4K	$0	1	0.01%	Maintained
3034	MFT Moisand Fitzgerald Tamayo Orlando, Florida	$43.2K	-$70K	3	0.01%	Reduced
3035	AA AlphaMark Advisors Ft. Wright, Kentucky	$39K	+$26.3K	2	0.01%	Increased
3036	RFG REAP Financial Group Austin, Texas	$37.1K	+$31.9K	1	0.01%	New
3037	HWM HighMark Wealth Management St. Paul, Minnesota	$36.6K	+$21K	2	0.03%	Increased
3038	AP Aspect Partners Fairfax, Virginia	$36.6K	+$31.5K	3	0.02%	New
3039	PK Pflug Koory Omaha, Nebraska	$36.3K	-$1.58K	1	0.02%	Reduced
3040	OSNBOA Old Second National Bank of Aurora Aurora, Illinois	$35.3K	$0	1	0.01%	Maintained
3041	CMA Cedar Mountain Advisors Lake Oswego, Oregon	$35.2K	$0	2	0.01%	Maintained
3042	IWP IAG Wealth Partners Waukesha, Wisconsin	$34.2K	$0	1	0.01%	Maintained
3043	RBF Capital San Francisco, California	$34K	$0	1	0%	Maintained
3044	RDFA Ritter Daniher Financial Advisory Cincinnati, Ohio	$33.8K	$0	2	0.01%	Maintained
3045	TC Tacita Capital Toronto, Ontario, Canada	$31.5K	$0	2	0.02%	Maintained
3046	MFG Mendota Financial Group Madison, Wisconsin	$30.3K	+$1.13K	2	0.02%	Increased
3047	BHWM Beaird Harris Wealth Management Dallas, Texas	$29.8K	+$18.3K	3	0%	Increased
3048	VAMG Voisard Asset Management Group Grand Rapids, Michigan	$29.8K	+$26.5K	4	0.02%	New
3049	FFA Frazier Financial Advisors Columbus, Ohio	$29.1K	+$25.6K	3	0.03%	New
3050	AW Avion Wealth The Woodlands, Texas	$29K	+$429	3	0.01%	Increased