← 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
3626	LF Lantz Financial Naperville, Illinois	$228K	-$35.2K	1	0.04%	Reduced
3627	AA ACT Advisors Asheville, North Carolina	$227K	+$15.3K	1	0.08%	Increased
3628	MFG Midwest Financial Group Overland Park, Kansas	$227K	+$227K	1	0.08%	New
3629	JC JM2 Capital Edmond, Oklahoma	$227K	-$45K	1	0.16%	Reduced
3630	SPP Single Point Partners Boston, Massachusetts	$227K	+$5.59K	1	0.04%	Increased
3631	6F 626 Financial Portage, Michigan	$227K	-$127K	1	0.09%	Reduced
3632	CWP CFM Wealth Partners Austin, Texas	$226K	-$445K	1	0.03%	Reduced
3633	EM ELCO Management New York	$226K	-$49.1K	1	0.1%	Reduced
3634	SMG Smart Money Group Eastland, Texas	$225K	-$7.78K	1	0.06%	Reduced
3635	CPWA Cerro Pacific Wealth Advisors San Luis Obispo, California	$225K	-$5.45K	1	0.05%	Reduced
3636	MCM Mainstream Capital Management Los Angeles, California	$225K	+$6.28K	1	0.14%	Increased
3637	BLFG Brian Low Financial Group Baton Rouge, Louisiana	$224K	-$844K	1	0.13%	Reduced
3638	SS STG Securities New York	$224K	+$223K	1	0.02%	New
3639	WAM WNY Asset Management Williamsville, New York	$223K	-$7.91K	1	0.02%	Reduced
3640	EGA E&G Advisors Houston, Texas	$223K	+$19.8K	1	0.04%	Increased
3641	GSB Greenfield Savings Bank Greenfield, Massachusetts	$222K	-$209K	1	0.08%	Reduced
3642	FOA Five Oceans Advisors Santa Monica, California	$222K	-$205K	1	0.07%	Reduced
3643	Heritage Wealth Advisors Richmond, Virginia	$222K	+$1.44K	3	0.01%	Increased
3644	SIA Sage Investment Advisers Wappingers Falls, New York	$222K	-$145K	1	0.15%	Reduced
3645	FF Friday Financial Dubuque, Iowa	$221K	$0	1	0.06%	Maintained
3646	CFIA Cantor Fitzgerald Investment Advisors New York	$221K	$0	1	0.01%	Maintained
3647	GA GSG Advisors Mount Laurel, New Jersey	$221K	-$228K	1	0.05%	Reduced
3648	AOWM Alpha Omega Wealth Management Richmond, Virginia	$220K	-$30.8K	1	0.03%	Reduced
3649	MCM Mitchell Capital Management Leawood, Kansas	$220K	-$6.22M	1	0.03%	Reduced
3650	KOMWMG Kerntke Otto McGlone Wealth Management Group Appleton, Wisconsin	$219K	+$7.37K	1	0.13%	Increased