← 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
3151	SNB Security National Bank Omaha, Nebraska	$432K	-$2.83M	3	0.05%	Reduced
3152	AWM Adams Wealth Management Logan, Utah	$432K	$0	1	0.08%	Maintained
3153	CI CacheTech Inc Logan, Utah	$432K	$0	1	0.07%	Maintained
3154	JFA JNBA Financial Advisors Bloomington, Minnesota	$431K	-$281K	3	0.03%	Reduced
3155	CTA Clear Trail Advisors Houston, Texas	$430K	-$17.8K	1	0.07%	Reduced
3156	PCM Permanent Capital Management Chicago, Illinois	$429K	-$580K	1	0.06%	Reduced
3157	CCA Cooper Capital Advisors Encinitas, California	$429K	-$16.6K	1	0.19%	Reduced
3158	KA KDT Advisors New York	$429K	+$10.2K	1	0.59%	Increased
3159	HNB Hilltop National Bank Casper, Wyoming	$429K	-$108K	3	0.09%	Reduced
3160	LFGO Legacy Financial Group (Oklahoma) Tulsa, Oklahoma	$428K	-$89.1K	1	0.1%	Reduced
3161	V VeraBank Henderson, Texas	$426K	-$282K	1	0.07%	Reduced
3162	BWMG Barnes Wealth Management Group Bakersfield, California	$425K	+$102K	1	0.2%	Increased
3163	MWA MFA Wealth Advisors Pittsburgh, Pennsylvania	$425K	+$167K	1	0.07%	Increased
3164	MWM Manske Wealth Management Houston, Texas	$425K	+$477K	1	0.11%	New
3165	JGUA John G. Ullman & Associates Corning, New York	$423K	-$982K	1	0.05%	Reduced
3166	EF Evanson Financial Mclean, Virginia	$423K	+$421K	1	0.02%	New
3167	FA FSA Advisors Troy, Michigan	$422K	+$55.4K	1	0.19%	Increased
3168	WAOI Wealth Advisors of Iowa West Des Moines, Iowa	$422K	-$34.5K	1	0.11%	Reduced
3169	AWA Alta Wealth Advisors Woburn, Massachusetts	$422K	-$123K	2	0.11%	Reduced
3170	IWA Inspirion Wealth Advisors Libertyville, Illinois	$422K	+$12.3K	2	0.05%	Increased
3171	OCWP Owl Creek Wealth Partners Denver, Colorado	$421K	-$80.1K	4	0.12%	Reduced
3172	SLG Stanley-Laman Group Berwyn, Pennsylvania	$421K	+$1.19K	1	0.04%	Increased
3173	NWM Northwest Wealth Management Spencer, Iowa	$420K	-$449K	1	0.06%	Reduced
3174	FFG Forum Finance Group Geneva,	$418K	-$56.8K	4	0.15%	Reduced
3175	IPS Investors Portfolio Services Puyallup, Washington	$417K	+$224K	4	0.32%	Increased