← 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
3926	EFG Elm3 Financial Group Alpharetta, Georgia	$204K	+$181K	1	0.17%	New
3927	Heritage Wealth Advisors Richmond, Virginia	$203K	-$4.87K	3	0.01%	Reduced
3928	CL CLG LLC Long Beach, California	$203K	-$63K	1	0.06%	Reduced
3929	SIA Spectrum Investment Advisors Mequon, Wisconsin	$203K	+$180K	1	0.11%	New
3930	SWG Summit Wealth Group White River Junction, Vermont	$202K	$0	1	0.05%	Maintained
3931	VAF Values Added Financial Washington, District of Columbia	$202K	+$14.9K	1	0.09%	Increased
3932	GCM G2 Capital Management Columbus, Ohio	$202K	+$180K	1	0.05%	New
3933	HNWAG High Net Worth Advisory Group Naples, Florida	$201K	+$178K	1	0.05%	New
3934	FGWP Founders Grove Wealth Partners Richmond, Virginia	$200K	+$178K	1	0.05%	New
3935	AWMNY Arcadia Wealth Management (New York) Smithtown, New York	$200K	+$178K	1	0.12%	New
3936	BAS Brueske Advisory Services Bellevue, Washington	$200K	+$4.54K	1	0.11%	Increased
3937	CWM Crowley Wealth Management Wilmington, Delaware	$196K	+$5.35K	4	0.16%	Increased
3938	AGM Alpine Global Management New York	$194K	-$177K	1	0.04%	Reduced
3939	BAM Blueshift Asset Management Red Bank, New Jersey	$193K	-$1.16M	1	0.06%	Reduced
3940	IAG Innovative Advisory Group Lexington, Massachusetts	$193K	$0	2	0.12%	Maintained
3941	NSG Nalls Sherbakoff Group Knoxville, Tennessee	$189K	-$107K	2	0.13%	Reduced
3942	BWM BKM Wealth Management Brookfield, Wisconsin	$188K	+$167K	1	0.07%	New
3943	CCM Cloud Capital Management Seattle, Washington	$187K	+$185K	5	0.1%	New
3944	FCT Family Capital Trust Peabody, Massachusetts	$185K	+$188K	1	0.06%	New
3945	BC Barrett & Company Providence, Rhode Island	$183K	+$10.1K	3	0.06%	Increased
3946	BMC Bear Mountain Capital Seattle, Washington	$183K	+$652	2	0.06%	Increased
3947	FPB First PREMIER Bank Sioux Falls, South Dakota	$182K	+$3.78K	3	0.04%	Increased
3948	AWM AllSquare Wealth Management Albany, New York	$182K	-$189K	3	0.1%	Reduced
3949	VCMGDR Vinland Capital Management Gestora de Recursos Sao Paulo, Brazil	$181K	+$160K	1	2.33%	New
3950	FNWA Financial Network Wealth Advisors Murray, Utah	$179K	-$31.8K	3	0.2%	Reduced