← 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
3901	OSNBOA Old Second National Bank of Aurora Aurora, Illinois	$127K	-$2.94K	3	0.03%	Reduced
3902	DWM Dogwood Wealth Management Lenexa, Kansas	$124K	-$638K	6	0.06%	Reduced
3903	MFC Mechanics Financial Corp Mansfield, Ohio	$123K	$0	3	0.05%	Maintained
3904	DCM Disciplina Capital Management Nashville, Tennessee	$122K	$0	2	0.02%	Maintained
3905	CAIM Catherine Avery Investment Management Longboat Key, Florida	$121K	+$1.64K	3	0.09%	Increased
3906	CWA Carolina Wealth Advisors Myrtle Beach, South Carolina	$120K	+$87.6K	2	0.06%	Increased
3907	EPW Evergreen Private Wealth Greenwood Village, Colorado	$119K	+$12.6K	3	0.05%	Increased
3908	LAMC Longview Asset Management (California) San Rafael, California	$119K	-$28.2K	2	0.07%	Reduced
3909	EWP Elevation Wealth Partners Santa Rosa, California	$117K	-$737	3	0.05%	Reduced
3910	IHWM Iron Horse Wealth Management Johston, Iowa	$117K	+$1.67K	2	0.03%	Increased
3911	SL Salomon & Ludwin Richmond, Virginia	$116K	+$35.2K	2	0.01%	Increased
3912	CWM Centricity Wealth Management Westerville, Ohio	$115K	$0	3	0.09%	Maintained
3913	MIM MTM Investment Management Spartanburg, South Carolina	$114K	+$107K	4	0.04%	New
3914	VWA VSM Wealth Advisory Hunt Valley, Maryland	$114K	+$39.6K	3	0.04%	Increased
3915	MSG Main Street Group Glen Allen, Virginia	$111K	-$13.4K	2	0.04%	Reduced
3916	UIA Ulland Investment Advisors Minneapolis, Minnesota	$111K	$0	2	0.08%	Maintained
3917	PWM Proathlete Wealth Management Boca Raton, Florida	$110K	+$1.81K	4	0.04%	Increased
3918	DFA DHJJ Financial Advisors Naperville, Illinois	$110K	+$108K	1	0.04%	New
3919	KG Kilter Group Rhinebeck, New York	$110K	+$101K	4	0.05%	New
3920	NCM Northwest Capital Management Lake Oswego, Oregon	$108K	-$17.5K	3	0.06%	Reduced
3921	RTL Red Tortoise LLC Atlanta, Georgia	$107K	+$56.9K	2	0.05%	Increased
3922	AIA Aventus Investment Advisors Naples, Florida	$107K	+$91.8K	1	0.1%	New
3923	CWM Copia Wealth Management Bend, Oregon	$106K	+$14.7K	3	0.09%	Increased
3924	RWS Retirement Wealth Solutions Marshfield, Wisconsin	$106K	-$11K	2	0.08%	Reduced
3925	RWM Raffa Wealth Management Washington, District of Columbia	$105K	+$19.3K	3	0.02%	Increased