← 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
3551	CPC Consolidated Planning Corp Atlanta, Georgia	$252K	+$319	1	0.03%	Increased
3552	OFO OneAscent Family Office Birmingham, Alabama	$252K	+$247K	1	0.46%	New
3553	PSF Pacific Sun Financial Los Angeles, California	$252K	$0	1	0.14%	Maintained
3554	WWM WT Wealth Management Scottsdale, Arizona	$251K	+$193K	1	0.08%	New
3555	AWM Avaii Wealth Management Appleton, Wisconsin	$250K	+$193K	1	0.12%	New
3556	HAIM Hunter Associates Investment Management Pittsburgh, Pennsylvania	$250K	+$238K	1	0.04%	New
3557	AFG ABLE Financial Group Scottsdale, Arizona	$250K	-$9.26K	1	0.07%	Reduced
3558	DPW DiNuzzo Private Wealth Beaver, Pennsylvania	$249K	-$198	5	0.03%	Reduced
3559	GHA Granite Harbor Advisors Houston, Texas	$248K	+$638	1	0.14%	Increased
3560	IWS Integrity Wealth Solutions Denver, Colorado	$248K	+$191K	1	0.14%	New
3561	First National Bank of Omaha Omaha, Nebraska	$248K	$0	1	0.02%	Maintained
3562	OPWM Oxinas Partners Wealth Management Jeffersonville, Indiana	$248K	+$191K	1	0.15%	New
3563	CWS Cypress Wealth Services Palm Desert, California	$248K	+$236K	1	0.05%	New
3564	FCT First Community Trust Dubuque, Iowa	$247K	+$3.83K	1	0.18%	Increased
3565	TA TruWealth Advisors Metairie, Louisiana	$246K	+$957	1	0.01%	Increased
3566	AIFAIM American Institute for Advanced Investment Management Scottsdale, Arizona	$246K	+$189K	1	0.18%	New
3567	PCMC Private Capital Management (Colorado) Denver, Colorado	$245K	-$25.9K	1	0.05%	Reduced
3568	SHFP Second Half Financial Partners Sebring, Florida	$245K	-$259K	1	0.12%	Reduced
3569	HFAS Hummer Financial Advisory Services Chicago, Illinois	$244K	$0	1	0.19%	Maintained
3570	Catalyst Capital Advisors Huntington, New York	$243K	-$46.7K	1	0.01%	Reduced
3571	PPWM Perissos Private Wealth Management Bethany, Oklahoma	$242K	+$231K	1	0.18%	New
3572	HC Hamilton Capital Columbus, Ohio	$242K	$0	1	0.02%	Maintained
3573	DIS Diversified Investment Strategies Baton Rouge, Louisiana	$242K	+$186K	1	0.16%	New
3574	FMN Financial Management Network Mission Viejo, California	$241K	-$1.28K	1	0.05%	Reduced
3575	AWM Ameliora Wealth Management Zurich, Switzerland	$241K	+$230K	2	0.09%	New