← 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
3851	AAM Ackerman Asset Management Rockville, Maryland	$225K	+$200K	1	0.16%	New
3852	BWP Barlow Wealth Partners Louisville, Kentucky	$225K	+$207K	1	0.03%	New
3853	WP Wealthspan Partners Davenport, Iowa	$225K	+$200K	1	0.09%	New
3854	VR Valued Retirements Houston, Texas	$224K	$0	1	0.25%	Maintained
3855	RW Rockport Wealth Fairview Park, Ohio	$224K	-$287K	1	0.05%	Reduced
3856	PSF Pacific Sun Financial Los Angeles, California	$224K	-$2.77K	1	0.11%	Reduced
3857	LSC Lesa Sroufe & Co Seattle, Washington	$223K	+$198K	1	0.18%	New
3858	DCBT Dakota Community Bank & Trust Hebron, North Dakota	$223K	+$65.6K	2	0.88%	Increased
3859	MIM Marshall Investment Management Littleton, Colorado	$223K	+$198K	1	0.12%	New
3860	SIA SeaBridge Investment Advisors Summit, New Jersey	$223K	-$5.75M	1	0.04%	Reduced
3861	RS Retirement Solution Redmond, Washington	$223K	+$252	1	0.05%	Increased
3862	AFA Allium Financial Advisors Lake Oswego, Oregon	$223K	-$92.5K	1	0.18%	Reduced
3863	RC Rahlfs Capital Lake Kiowa, Texas	$223K	$0	1	0.18%	Maintained
3864	YIM Yoffe Investment Management Lemoyne, Pennsylvania	$222K	$0	1	0.29%	Maintained
3865	BFS Burkett Financial Services Rock Hill, South Carolina	$222K	-$4.95K	2	0.08%	Reduced
3866	ORAM One River Asset Management Stamford, Connecticut	$222K	+$230K	3	0.06%	New
3867	MPM MBB Public Markets Chicago, Illinois	$220K	-$860K	1	0.03%	Reduced
3868	MBI May Barnhard Investments Bethesda, Maryland	$220K	$0	1	0.1%	Maintained
3869	TPW Turn8 Private Wealth Pointe Claire,	$220K	+$195K	1	0.16%	New
3870	BWP Bernardo Wealth Planning Harleysville, Pennsylvania	$220K	+$195K	1	0.04%	New
3871	BAS Breakthru Advisory Services Muskego, Wisconsin	$220K	+$195K	1	0.14%	New
3872	COFSG Carbahal Olsen Financial Services Group Davis, California	$219K	+$252	1	0.18%	Increased
3873	PRP Peak Retirement Planning Columbus, Ohio	$219K	+$195K	1	0.06%	New
3874	OWA Opal Wealth Advisors Jericho, New York	$219K	-$400K	1	0.06%	Reduced
3875	EA Ellsworth Advisors Hudson, Ohio	$219K	+$198K	1	0.05%	New