← 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
3826	LFASL Lugano Financial Advisors SA (LFA) Lugano, Switzerland	$52.5K	+$30.4K	2	0.03%	Increased
3827	SC Stephens Consulting Flint, Michigan	$52.4K	-$22.6K	3	0.01%	Reduced
3828	CWM Copia Wealth Management Bend, Oregon	$52.1K	+$41.3K	2	0.05%	New
3829	FFA Fairfield Financial Advisors Wellesley, Massachusetts	$51.4K	+$26.6K	2	0.02%	Increased
3830	SL Salomon & Ludwin Richmond, Virginia	$50.3K	+$28.8K	2	0.01%	Increased
3831	SGC Slocum, Gordon & Co Newport, Rhode Island	$50.1K	$0	1	0.04%	Maintained
3832	HWM HighMark Wealth Management St. Paul, Minnesota	$49.8K	+$9.67K	3	0.03%	Increased
3833	PP Pacifica Partners Surrey, Canada	$49.5K	$0	2	0.02%	Maintained
3834	MFT Moisand Fitzgerald Tamayo Orlando, Florida	$48.7K	-$3.71K	3	0.01%	Reduced
3835	KSWA Kathleen S. Wright Associates Pittsburgh, Pennsylvania	$46.7K	+$5.83K	2	0.02%	Increased
3836	PK Pflug Koory Omaha, Nebraska	$46.1K	$0	1	0.02%	Maintained
3837	HHGA Halbert Hargrove Global Advisors Long Beach, California	$45.8K	+$43.7K	3	0%	New
3838	PCTC Perkins Coie Trust Company Seattle, Washington	$45.1K	$0	1	0.01%	Maintained
3839	CAM Chesapeake Asset Management New York	$44.5K	+$1.95K	3	0.04%	Increased
3840	GWSA Global Wealth Strategies & Associates Denver, Colorado	$44.1K	+$7.69K	2	0.01%	Increased
3841	Q1WB Quest 10 Wealth Builders Fuquay-Varina, Virginia	$42K	+$40.1K	2	0.04%	New
3842	RWM Ruedi Wealth Management Champaign, Illinois	$39.9K	$0	2	0.01%	Maintained
3843	SC Steph & Co Marinette, Wisconsin	$38K	-$27.5K	2	0.01%	Reduced
3844	CI CAZ Investments Houston, Texas	$38K	-$379K	1	0.05%	Reduced
3845	BA Bellwether Advisors Lincoln, Nebraska	$37.4K	+$35.7K	2	0.01%	New
3846	SWM Sugarloaf Wealth Management Duluth, Georgia	$36.9K	+$7.66K	2	0.01%	Increased
3847	PPA Painted Porch Advisors Santa Barbara, California	$36K	+$3.09K	4	0.02%	Increased
3848	CB Centennial Bank Conway, Arkansas	$34.6K	$0	2	0.02%	Maintained
3849	GFL Granite FO LLC Bedford, New Hampshire	$34.4K	$0	1	0.02%	Maintained
3850	SSG Summit Securities Group New York	$34.2K	+$21.3K	1	0.01%	Increased