← 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
3076	MWA MN Wealth Advisors Overland Park, Kansas	$213K	-$211K	1	0.12%	Reduced
3077	CKAIS Christensen King & Associates Investment Services Richland, Washington	$213K	+$176K	1	0.1%	New
3078	AFG ABLE Financial Group Scottsdale, Arizona	$213K	+$199K	1	0.07%	New
3079	TCM Tufton Capital Management Hunt Valley, Maryland	$212K	+$199K	1	0.04%	New
3080	FCG Financial Connections Group Corte Madera, California	$212K	-$5.06K	3	0.1%	Reduced
3081	LJHT Laurie J. Hall Trustee	$211K	$0	2	0.07%	Maintained
3082	HC Hamilton Capital Columbus, Ohio	$211K	+$185K	1	0.02%	New
3083	TCMP Thrive Capital Management (Pennsylvania) Fort Washington, Pennsylvania	$210K	+$196K	1	0.1%	New
3084	TWA Talisman Wealth Advisors Mountainside, New Jersey	$210K	+$194K	1	0.22%	New
3085	LWMM Legacy Wealth Management (Mississippi) Ridgeland, Mississippi	$210K	+$196K	1	0.08%	New
3086	MSS Mitchell Sinkler & Starr Philadelphia, Pennsylvania	$209K	+$196K	1	0.05%	New
3087	First National Bank of Omaha Omaha, Nebraska	$209K	+$192K	1	0.01%	New
3088	FMN Financial Management Network Mission Viejo, California	$209K	+$186K	1	0.04%	New
3089	CCA Carrera Capital Advisors Troy, Michigan	$209K	+$195K	1	0.05%	New
3090	EB Exchange Bank Santa Rosa, California	$209K	+$196K	1	0.17%	New
3091	SCM SOL Capital Management Rockville, Maryland	$209K	+$196K	1	0.02%	New
3092	NI NDVR Inc Boston, Massachusetts	$209K	+$195K	1	0.21%	New
3093	MCM Monument Capital Management Alexandria, Virginia	$208K	+$171K	1	0.06%	New
3094	CWM Centric Wealth Management Chicago, Illinois	$208K	+$115K	1	0.06%	New
3095	DPW DiNuzzo Private Wealth Beaver, Pennsylvania	$208K	+$11.5K	5	0.03%	Increased
3096	HWA HHM Wealth Advisors Chattanooga, Tennessee	$207K	+$12.8K	4	0.03%	Increased
3097	WFA Wellspring Financial Advisors Cleveland, Ohio	$207K	-$23.1K	1	0.02%	Reduced
3098	TB Terril Brothers St. Louis, Missouri	$206K	+$170K	1	0.07%	New
3099	CPC Consolidated Planning Corp Atlanta, Georgia	$206K	+$193K	1	0.03%	New
3100	PSF Pacific Sun Financial Los Angeles, California	$206K	+$193K	1	0.11%	New