← 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
3176	MSG Main Street Group Glen Allen, Virginia	$101K	-$512	2	0.04%	Reduced
3177	CHC City Holding Co Charleston, West Virginia	$101K	$0	2	0.01%	Maintained
3178	BC Barrett & Company Providence, Rhode Island	$101K	$0	3	0.04%	Maintained
3179	MSWM Mowery & Schoenfeld Wealth Management Lincolnshire, Illinois	$100K	+$92.1K	1	0.16%	New
3180	ECM Estabrook Capital Management New York	$99.5K	$0	2	0.01%	Maintained
3181	MTIM Marathon Trading Investment Management Radnor, Pennsylvania	$98.8K	-$838K	1	0.01%	Reduced
3182	SWC Spectrum Wealth Counsel Indianapolis, Indiana	$98.4K	-$18.9K	1	0.01%	Reduced
3183	ACM Adalta Capital Management New York	$96.7K	+$79.8K	1	0.05%	New
3184	BAM BOCHK Asset Management Hong Kong	$96.7K	+$79.8K	1	0.03%	New
3185	BBPWM Blue Bell Private Wealth Management Blue Bell, Pennsylvania	$96.3K	+$10.7K	2	0.02%	Increased
3186	AWM Activest Wealth Management Aventure, Florida	$96.1K	-$117K	3	0.03%	Reduced
3187	UID Union Investments & Development Tel Aviv, Israel	$95.8K	$0	1	0.55%	Maintained
3188	OCM Objective Capital Management Pepper Pike, Ohio	$93.2K	+$96.7K	1	0.05%	New
3189	RWM Reston Wealth Management Reston, Virginia	$92.9K	+$86.7K	2	0.03%	New
3190	BFP Briaud Financial Planning College Station, Texas	$92K	+$96.1K	1	0.05%	New
3191	CJL Cyrus J. Lawrence New York	$92K	+$767	1	0.02%	Increased
3192	CG Clarus Group Houston, Texas	$88.5K	+$91.9K	1	0.04%	New
3193	OAJ Ogorek Anthony Joseph Williamsville, New York	$88K	-$951	1	0.03%	Reduced
3194	PP Pingora Partners Wilson, Wyoming	$85.4K	-$11.5K	3	0.06%	Reduced
3195	TWD True Wealth Design Akron, Ohio	$85.1K	-$823K	5	0.03%	Reduced
3196	RDFA Ritter Daniher Financial Advisory Cincinnati, Ohio	$85.1K	+$11.7K	3	0.02%	Increased
3197	HFS Horizon Financial Services Winston Salem, North Carolina	$83.4K	-$1.27K	2	0.05%	Reduced
3198	VF VitalStone Financial Shavano Park, Texas	$83.1K	+$184	2	0.06%	Increased
3199	KPP Kings Path Partners Sugar Land, Texas	$80.8K	$0	2	0.03%	Maintained
3200	TVWM Tower View Wealth Management Shorewood, Wisconsin	$78.5K	+$256	2	0.04%	Increased