← 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
3101	GIA GHP Investment Advisors Denver, Colorado	$170K	+$28.8K	4	0.01%	Increased
3102	KFS Kelly Financial Services Braintree, Massachusetts	$168K	+$37.8K	3	0.06%	Increased
3103	VIP Vista Investment Partners Oklahoma City, Oklahoma	$164K	-$112K	1	0.06%	Reduced
3104	AAG Accordant Advisory Group Annapolis, Maryland	$164K	+$157K	1	0.12%	New
3105	DPW DiNuzzo Private Wealth Beaver, Pennsylvania	$161K	-$66	5	0.02%	Reduced
3106	HWA HHM Wealth Advisors Chattanooga, Tennessee	$160K	-$11.8K	4	0.03%	Reduced
3107	CPG Cornerstone Planning Group Fairfield, New Jersey	$159K	-$40.2K	2	0.05%	Reduced
3108	OA Operose Advisors Milwaukee, Wisconsin	$158K	-$54.8K	3	0.05%	Reduced
3109	SHIM Stone House Investment Management Tunkhannock, Pennsylvania	$156K	+$119K	4	0.04%	Increased
3110	First Command Advisory Services Fort Worth, Texas	$153K	-$5.77K	2	0%	Reduced
3111	AWM Activest Wealth Management Aventure, Florida	$147K	-$7.03K	2	0.07%	Reduced
3112	FFA Frazier Financial Advisors Columbus, Ohio	$145K	+$107K	3	0.12%	Increased
3113	BC Barrett & Company Providence, Rhode Island	$142K	+$50.5K	3	0.07%	Increased
3114	OP ORG Partners Roanoke, Indiana	$141K	-$2.68M	4	0.27%	Reduced
3115	DMBA Deseret Mutual Benefit Administrators Salt Lake City, Utah	$141K	-$8.66K	1	0.07%	Reduced
3116	MWM Mascoma Wealth Management Hanover, New Hampshire	$141K	$0	1	0.04%	Maintained
3117	DCBT Dakota Community Bank & Trust Hebron, North Dakota	$139K	-$27.4K	1	0.75%	Reduced
3118	EPW Evergreen Private Wealth Greenwood Village, Colorado	$138K	$0	1	0.07%	Maintained
3119	CSWM Cassady Schiller Wealth Management Cincinnati, Ohio	$138K	+$8.96K	3	0.06%	Increased
3120	NCM Northwest Capital Management Lake Oswego, Oregon	$135K	$0	2	0.04%	Maintained
3121	Emerald Mutual Fund Advisers Trust Leola, Pennsylvania	$135K	+$129K	1	0.01%	New
3122	TAM Tucker Asset Management Littleton, Colorado	$133K	+$18.2K	4	0.03%	Increased
3123	HFM Hartford Financial Management Hartford, Connecticut	$132K	-$6.92K	3	0.03%	Reduced
3124	PP Pingora Partners Wilson, Wyoming	$132K	+$51.6K	3	0.1%	Increased
3125	PWMG Prestige Wealth Management Group Flemington, New Jersey	$131K	-$858	4	0.03%	Reduced