← 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
3776	RWM Raffa Wealth Management Washington, District of Columbia	$98.7K	+$657	5	0.02%	Increased
3777	WAM WFA Asset Management Whitefish Bay, Wisconsin	$98.2K	+$32.4K	3	0.05%	Increased
3778	CBT Crews Bank & Trust Wauchula, Florida	$98.2K	+$92.3K	2	0.02%	New
3779	AWM Atticus Wealth Management Palm Beach Gardens, Florida	$96.6K	-$902	3	0.03%	Reduced
3780	TVWM Tower View Wealth Management Shorewood, Wisconsin	$95.8K	$0	2	0.05%	Maintained
3781	EWP Elevation Wealth Partners Santa Rosa, California	$94.3K	+$11.9K	3	0.04%	Increased
3782	IWM IMG Wealth Management Jacksonville, Florida	$92.3K	+$71.2K	2	0.09%	New
3783	AA AlphaMark Advisors Ft. Wright, Kentucky	$92K	-$191K	2	0.04%	Reduced
3784	PCFFS Pacific Center for Financial Services San Ramon, California	$87.7K	+$319	2	0.02%	Increased
3785	CTWM Cherry Tree Wealth Management Minnetonka, Minnesota	$86.9K	$0	2	0.02%	Maintained
3786	HC Hurley Capital New York	$85.9K	+$66.6K	3	0.07%	New
3787	IHWM Iron Horse Wealth Management Johston, Iowa	$84.3K	$0	1	0.03%	Maintained
3788	CCA Cadent Capital Advisors Tulsa, Oklahoma	$81.8K	+$78.2K	1	0.03%	New
3789	CCC Chelsea Counsel Company Los Angeles, California	$81.3K	-$27.7K	1	0.04%	Reduced
3790	CWP Clark Wealth Partners O'fallon, Illinois	$80.1K	+$73.1K	3	0.06%	New
3791	OSNBOA Old Second National Bank of Aurora Aurora, Illinois	$79.7K	+$11.4K	3	0.02%	Increased
3792	BMC Bear Mountain Capital Seattle, Washington	$79.2K	+$49.9K	3	0.03%	Increased
3793	Country Trust Bank Bloomington, Illinois	$77.8K	+$44.6K	3	0%	Increased
3794	PC Promus Capital Chicago, Illinois	$76.5K	+$73K	2	0.06%	New
3795	IAG Innovative Advisory Group Lexington, Massachusetts	$75.6K	+$58.2K	1	0.07%	New
3796	CFS CGC Financial Services Lake Oswego, Oregon	$75.3K	$0	2	0.03%	Maintained
3797	CWM CarsonAllaria Wealth Management Glen Carbon, Illinois	$75K	-$16.2K	2	0.04%	Reduced
3798	IWP IAG Wealth Partners Waukesha, Wisconsin	$72.4K	+$14.4K	3	0.01%	Increased
3799	MAS MPWM Advisory Solutions Alpharetta, Georgia	$71.9K	+$60.2K	3	0.05%	New
3800	PCC Park Circle Company Baltimore, Maryland	$71K	$0	2	0.06%	Maintained