← 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
4151	CSC Caldwell Sutter Capital Sausalito, California	$203K	-$2.27K	4	0.09%	Reduced
4152	FSWA Financial Synergies Wealth Advisors Houston, Texas	$202K	+$206K	1	0.02%	New
4153	BFO Biltmore Family Office Charlotte, North Carolina	$202K	+$190K	1	0.03%	New
4154	WC Wynn Capital Augusta, Georgia	$202K	+$190K	1	0.1%	New
4155	Private Management Group Irvine, California	$202K	+$190K	1	0.01%	New
4156	PCA Purkiss Capital Advisors Ridgefield, Connecticut	$202K	+$206K	1	0.09%	New
4157	GCM G2 Capital Management Columbus, Ohio	$201K	+$3.98K	1	0.05%	Increased
4158	TCM Tufton Capital Management Hunt Valley, Maryland	$201K	+$189K	1	0.04%	New
4159	EFA Evernest Financial Advisors Carmel, Indiana	$201K	-$78.5K	1	0.04%	Reduced
4160	LWA Legacy Wealth Advisors Miami, Florida	$201K	+$225K	1	0.13%	New
4161	VP Verum Partners Charlotte, North Carolina	$201K	+$188K	1	0.04%	New
4162	KCM Kanawha Capital Management Richmond, Virginia	$200K	-$13K	1	0.01%	Reduced
4163	DMBA Deseret Mutual Benefit Administrators Salt Lake City, Utah	$200K	+$28.8K	2	0.09%	Increased
4164	SC Swan Capital Pensacola, Florida	$200K	+$46.8K	4	0.08%	Increased
4165	MLA MB, Levis & Associates Center Valley, Pennsylvania	$195K	$0	3	0.08%	Maintained
4166	CIAS CBIZ Investment Advisory Services Independence, Ohio	$194K	+$18.4K	3	0.01%	Increased
4167	PAG Paladin Advisory Group Clive, Iowa	$192K	$0	2	0.14%	Maintained
4168	GGI Godsey & Gibb Inc Richmond, Virginia	$191K	+$70.4K	3	0.02%	Increased
4169	IAG Innovative Advisory Group Lexington, Massachusetts	$190K	$0	2	0.12%	Maintained
4170	FWP Firethorn Wealth Partners Augusta, Georgia	$189K	+$41.9K	1	0.07%	Increased
4171	NSG Nalls Sherbakoff Group Knoxville, Tennessee	$188K	+$9.23K	2	0.14%	Increased
4172	DCBT Dakota Community Bank & Trust Hebron, North Dakota	$183K	-$59.1K	1	0.63%	Reduced
4173	FPB First PREMIER Bank Sioux Falls, South Dakota	$181K	-$3.73K	3	0.04%	Reduced
4174	Stonehage Fleming Financial Services St. Helier, Jersey	$180K	+$109K	2	0.01%	Increased
4175	EWM Evolution Wealth Management Fort Myers, Florida	$180K	+$36.5K	3	0.15%	Increased