← 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
4001	CB Centennial Bank Conway, Arkansas	$34.2K	+$2.67K	2	0.01%	Increased
4002	RBF Capital San Francisco, California	$34.2K	$0	1	0%	Maintained
4003	MASECO Private Wealth London,	$34.2K	+$33.4K	1	0%	New
4004	SHF Safe Harbor Fiduciary Pensacola, Florida	$33.5K	+$30.6K	3	0.03%	New
4005	PWA Principia Wealth Advisory Dallas, Texas	$32.7K	+$8.06K	3	0.03%	Increased
4006	KSWA Kathleen S. Wright Associates Pittsburgh, Pennsylvania	$31.9K	$0	1	0.01%	Maintained
4007	HHGA Halbert Hargrove Global Advisors Long Beach, California	$30K	-$11K	2	0%	Reduced
4008	ZC Zeit Capital Greenwood Village, Colorado	$30K	+$25.8K	1	0.02%	New
4009	CFS Compass Financial Services West Des Moines, Iowa	$29.9K	+$2.81K	2	0.01%	Increased
4010	STB S&T Bank Indiana, Pennsylvania	$28.7K	+$15.2K	3	0.01%	Increased
4011	EAM Eukles Asset Management Cincinnati, Ohio	$28.5K	+$24.4K	2	0.01%	Increased
4012	FCMT Founders Capital Management (Texas) Houston, Texas	$28.2K	$0	1	0.02%	Maintained
4013	BAM Bellevue Asset Management Bellevue, Washington	$28.2K	$0	3	0.01%	Maintained
4014	GFL Granite FO LLC Bedford, New Hampshire	$28.1K	$0	1	0.02%	Maintained
4015	PA Pineridge Advisors St. Charles, Missouri	$26.1K	+$1.35K	3	0.01%	Increased
4016	GWSA Global Wealth Strategies & Associates Denver, Colorado	$26.1K	-$17.4K	2	0.01%	Reduced
4017	CTWM Cherry Tree Wealth Management Minnetonka, Minnesota	$25.9K	-$47.4K	1	0.01%	Reduced
4018	SR Syntax Research Boca Raton, Florida	$25.7K	$0	1	0.02%	Maintained
4019	WBWA William B. Walkup & Associates Columbia, South Carolina	$24.8K	$0	1	0.01%	Maintained
4020	MCA Midwest Capital Advisors Grand Rapids, Michigan	$24.7K	$0	2	0.01%	Maintained
4021	TVWM Tower View Wealth Management Shorewood, Wisconsin	$24.7K	$0	2	0.01%	Maintained
4022	CWM CarsonAllaria Wealth Management Glen Carbon, Illinois	$24.4K	+$12.7K	1	0.01%	Increased
4023	RWA Redmont Wealth Advisors Chicago, Illinois	$23.9K	+$22.8K	2	0.04%	New
4024	RTC Riverview Trust Company Vancouver, Washington	$23.2K	-$450K	1	0.03%	Reduced
4025	CAM Clarity Asset Management Ames, Iowa	$23.2K	+$19.9K	1	0.01%	New