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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
4201	LWMI Legacy Wealth Management (Idaho) Boise, Idaho	$140K	-$35.1K	4	0.07%	Reduced
4202	SG Sankala Group Lyons, Colorado	$140K	+$196K	4	0.11%	New
4203	CWM Copia Wealth Management Bend, Oregon	$137K	-$1.06K	3	0.1%	Reduced
4204	Brookfield Corp Toronto, Ontario, Canada	$134K	$0	1	0%	Maintained
4205	PWM Proathlete Wealth Management Boca Raton, Florida	$133K	+$27K	5	0.04%	Increased
4206	OAJ Ogorek Anthony Joseph Williamsville, New York	$133K	-$1.92K	3	0.04%	Reduced
4207	VCMGDR Vinland Capital Management Gestora de Recursos Sao Paulo, Brazil	$132K	-$45.3K	1	1.61%	Reduced
4208	JWM Jupiter Wealth Management Glendale, Colorado	$129K	+$181K	1	0.06%	New
4209	SR Swiss Re Zurich, Switzerland	$128K	+$130K	3	0.01%	New
4210	LAMC Longview Asset Management (California) San Rafael, California	$126K	$0	2	0.07%	Maintained
4211	RWM Raffa Wealth Management Washington, District of Columbia	$126K	+$12.6K	3	0.02%	Increased
4212	HC Hurley Capital New York	$124K	+$540	4	0.07%	Increased
4213	CMA Cedar Mountain Advisors Lake Oswego, Oregon	$123K	-$892	3	0.02%	Reduced
4214	BDL Banque de Luxembourg Luxembourg	$122K	$0	1	0.05%	Maintained
4215	PWMA Pension & Wealth Management Advisors Waltham, Massachusetts	$119K	-$143K	2	0.04%	Reduced
4216	Magellan Asset Management Sydney, Australia	$118K	$0	1	0%	Maintained
4217	KG Kilter Group Rhinebeck, New York	$118K	+$4.26K	3	0.05%	Increased
4218	RPA Redwood Park Advisors Redwood City, California	$118K	-$19.5K	3	0.08%	Reduced
4219	BFP Birchwood Financial Partners Bloomington, Minnesota	$112K	+$114K	3	0.11%	New
4220	BW Basepoint Wealth Cedar Rapids, Iowa	$111K	+$107K	3	0.07%	New
4221	KB Kimelman & Baird New York	$111K	-$19.3K	2	0.01%	Reduced
4222	RWS Retirement Wealth Solutions Marshfield, Wisconsin	$109K	-$2.85K	4	0.07%	Reduced
4223	SC Steph & Co Marinette, Wisconsin	$108K	-$433	2	0.03%	Reduced
4224	JAM JCIC Asset Management Toronto, Ontario, Canada	$105K	$0	2	0.03%	Maintained
4225	HFS Horizon Financial Services Winston Salem, North Carolina	$103K	-$2.73K	2	0.05%	Reduced