← 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
4326	JGIA Jackson Grant Investment Advisers Stamford, Connecticut	$21.7K	$0	3	0.01%	Maintained
4327	WW Winnow Wealth Waco, Texas	$21.2K	-$4.42K	3	0.02%	Reduced
4328	RWA Redmont Wealth Advisors Chicago, Illinois	$20.9K	$0	2	0.03%	Maintained
4329	1NWS 1 North Wealth Services Annapolis, Maryland	$20.4K	$0	2	0.01%	Maintained
4330	DMKJ David M. Knott Jr	$20.4K	$0	1	0.01%	Maintained
4331	SR Syntax Research Boca Raton, Florida	$19.1K	$0	1	0.01%	Maintained
4332	VWWMG Vermillion & White Wealth Management Group Phoenixville, Pennsylvania	$19K	+$15K	3	0.01%	Increased
4333	MICM Matthews International Capital Management San Francisco, California	$18K	-$1.59M	1	0.01%	Reduced
4334	CB Centennial Bank Conway, Arkansas	$18K	$0	2	0.01%	Maintained
4335	PSB Piscataqua Savings Bank Portsmouth, New Hampshire	$17.5K	+$10.2K	1	0.01%	Increased
4336	B Bayban Bayport, Minnesota	$16.3K	+$16.3K	3	0.01%	New
4337	EI eCIO Inc Madison, Wisconsin	$15.6K	+$14.7K	1	0.01%	New
4338	SC Stephens Consulting Flint, Michigan	$15.4K	+$11.7K	4	0.01%	Increased
4339	SHF Safe Harbor Fiduciary Pensacola, Florida	$15.1K	+$15.4K	1	0.01%	New
4340	WOSD WFA of San Diego San Diego, California	$14.7K	-$13.6K	2	0.01%	Reduced
4341	WA Walsh & Associates Sarasota, Florida	$14.6K	+$16.3K	1	0.01%	New
4342	EA Evolution Advisers Richmond, Virginia	$13K	$0	1	0.01%	Maintained
4343	NWM Navigoe Wealth Management Redondo Beach, California	$12K	$0	1	0.01%	Maintained
4344	RCM Richardson Capital Management Menomonee Falls, Wisconsin	$11.9K	+$1.99K	1	0.01%	Increased
4345	NA Networth Advisors Canonsburg, Pennsylvania	$11.5K	+$11.6K	2	0.01%	New
4346	IWM Inlight Wealth Management Atlanta, Georgia	$11.2K	-$47.4K	2	0%	Reduced
4347	FW Fairway Wealth Independence, Ohio	$11K	+$10.6K	2	0%	New
4348	IW Imprint Wealth Mount Pleasant, South Carolina	$9.19K	-$2.57K	1	0.04%	Reduced
4349	FMTCOCP Farmers & Merchants Trust Co of Chambersburg PA Chambersburg, Pennsylvania	$9K	-$3K	1	0%	Reduced
4350	LIA Luken Investment Analytics Brentwood, Tennessee	$8.74K	+$9.4K	3	0%	New