← 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
3751	TWD True Wealth Design Akron, Ohio	$124K	+$20.6K	4	0.05%	Increased
3752	CHC City Holding Co Charleston, West Virginia	$123K	$0	2	0.02%	Maintained
3753	KBFS Kohmann Bosshard Financial Services Fairlawn, Ohio	$122K	+$108K	3	0.01%	New
3754	FWA FSC Wealth Advisors Fishkill, New York	$122K	+$117K	2	0.08%	Increased
3755	ECM Estabrook Capital Management New York	$121K	$0	2	0.02%	Maintained
3756	KI Kapitalo Investimentos Sao Paulo, Brazil	$121K	+$116K	1	0.08%	New
3757	MSG Main Street Group Glen Allen, Virginia	$121K	$0	2	0.04%	Maintained
3758	PCWA Pacific Capital Wealth Advisors Corona, California	$120K	-$20.7K	3	0.02%	Reduced
3759	FIA FPC Investment Advisory Petaluma, California	$119K	+$100K	3	0.09%	Increased
3760	CWM Consultiva Wealth Management San Juan, Puerto Rico	$117K	+$112K	1	0.59%	New
3761	TCM Tradewinds Capital Management Bellingham, Washington	$116K	+$5.38K	4	0.03%	Increased
3762	LIS Legacy Investment Solutions Meridian, Idaho	$114K	+$25.2K	3	0.07%	Increased
3763	LWMI Legacy Wealth Management (Idaho) Boise, Idaho	$114K	+$25.2K	3	0.07%	Increased
3764	SAM Sherman Asset Management Ventura, California	$111K	+$106K	1	0.1%	New
3765	SC Swan Capital Pensacola, Florida	$110K	-$37.1K	3	0.05%	Reduced
3766	OAJ Ogorek Anthony Joseph Williamsville, New York	$108K	+$319	1	0.03%	Increased
3767	AWM Accredited Wealth Management Louisville, Kentucky	$107K	+$91.6K	4	0.09%	New
3768	NWMP Noble Wealth Management PBC Greenwood Village, Colorado	$107K	+$102K	2	0.07%	New
3769	AFM Aspetuck Financial Management Westport, Connecticut	$106K	+$101K	1	0.08%	New
3770	RP Rowlandmiller & Partners Atlanta, Georgia	$106K	+$81.5K	1	0.02%	New
3771	CAC Core Alternative Capital Peachtree Corners, Georgia	$104K	+$11.2K	2	0.02%	Increased
3772	PP Pingora Partners Wilson, Wyoming	$102K	$0	3	0.07%	Maintained
3773	HFS Horizon Financial Services Winston Salem, North Carolina	$102K	$0	2	0.06%	Maintained
3774	CWM Centricity Wealth Management Westerville, Ohio	$99.3K	+$94.9K	2	0.09%	New
3775	HIW Holos Integrated Wealth Kennett Square, Pennsylvania	$98.8K	+$76.1K	1	0.07%	New