← 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
3426	EM ELCO Management New York	$307K	+$236K	1	0.16%	New
3427	WTFG Wood Tarver Financial Group Boise, Idaho	$307K	+$248K	3	0.1%	New
3428	GWP Gateway Wealth Partners Appleton, Wisconsin	$306K	+$292K	1	0.08%	New
3429	ALC Alexander Labrunerie & Co Columbia, Missouri	$305K	+$292K	1	0.13%	New
3430	BMM Berkshire Money Management Dalton, Massachusetts	$305K	+$291K	1	0.03%	New
3431	VF Vawter Financial Columbus, Ohio	$305K	-$74K	1	0.18%	Reduced
3432	LIA Lynx Investment Advisory Washington, Dc, District of Columbia	$304K	+$234K	1	0.21%	New
3433	KW Keyvantage Wealth Bethlehem, Pennsylvania	$304K	+$291K	1	0.22%	New
3434	BWMG Barnes Wealth Management Group Bakersfield, California	$304K	+$234K	1	0.2%	New
3435	BI Beckerman Institutional Ocean Grove, New Jersey	$304K	+$234K	1	0.24%	New
3436	SCM Stonehearth Capital Management Danvers, Massachusetts	$303K	+$147K	1	0.12%	New
3437	GCP Gill Capital Partners Denver, Colorado	$303K	$0	1	0.11%	Maintained
3438	ES ETF Store Overland Park, Kansas	$303K	+$233K	1	0.38%	New
3439	FFG First Financial Group Raleigh, North Carolina	$303K	+$289K	1	0.33%	New
3440	BMC Benin Management Corp Wilton, Connecticut	$303K	+$233K	1	0.08%	New
3441	NWM Napa Wealth Management Napa, California	$302K	+$233K	1	0.13%	New
3442	JWWM Johnson & White Wealth Management York, Pennsylvania	$301K	+$233K	1	0.18%	New
3443	CFS Coordinated Financial Services Denver, Colorado	$301K	+$287K	1	0.23%	New
3444	ERWM Elk River Wealth Management Denver, Colorado	$300K	$0	1	0.05%	Maintained
3445	RSA River Street Advisors Aurora, Illinois	$300K	$0	1	0.15%	Maintained
3446	OC Oakworth Capital Birmingham, Alabama	$300K	+$79.8K	3	0.02%	Increased
3447	SPF South Plains Financial Lubbock, Texas	$300K	+$286K	1	0.23%	New
3448	AA Apriem Advisors Irvine, California	$299K	+$285K	1	0.03%	New
3449	BSSFA Baron Silver Stevens Financial Advisors Boca Raton, Florida	$298K	$0	1	0.05%	Maintained
3450	RAS RPS Advisory Solutions Louisville, Kentucky	$297K	-$4.79K	1	0.18%	Reduced