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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
551	WP Westend Partners San Francisco, California	$11K	+$9.08K	1	0.01%	New
552	NIM NuWave Investment Management Parsippany, New Jersey	$10K	+$862	1	0.01%	Increased
553	Victory Capital Management San Antonio, Texas	$10K	+$9.08K	1	0%	New
554	Farmers & Merchants Investments Inc Lincoln, Nebraska	$8K	-$3.54K	1	0%	Reduced
555	WhitTier Trust Company Reno, Nevada	$8K	$0	1	0%	Maintained
556	First Horizon Advisors Memphis, Tennessee	$7K	+$45	2	0%	Increased
557	PMFA Plante Moran Financial Advisors Southfield, Michigan	$7K	+$1.54K	1	0%	Increased
558	TCI Wealth Advisors Tucson, Arizona	$7K	$0	1	0.01%	Maintained
559	AC Alexandria Capital Arlington, Virginia	$6K	-$14K	1	0%	Reduced
560	Brown Brothers Harriman & Co New York	$6K	-$1.96M	1	0%	Reduced
561	LWA Lenox Wealth Advisors New York	$6K	+$5.45K	1	0.01%	New
562	Chilton Capital Management Houston, Texas	$5.61K	$0	1	0%	Maintained
563	MIM Macroview Investment Management Bethesda, Maryland	$5K	$0	1	0.01%	Maintained
564	M MOTCO San Antonio, Texas	$5K	$0	1	0%	Maintained
565	PP Palladium Partners Norfolk, Virginia	$5K	$0	1	0%	Maintained
566	Pathstone Family Office Englewood, New Jersey	$5K	+$4.93K	2	0.02%	New
567	PSI Pinnacle Summer Investments Fairfax, Virginia	$5K	$0	1	0%	Maintained
568	CAW Cornerstone Advisors (Washington) Bellevue, Washington	$4K	$0	1	0.01%	Maintained
569	HDIM Hanson & Doremus Investment Management Burlington, Vermont	$4K	+$3.4K	1	0%	New
570	ATC Adirondack Trust Company Saratoga Springs, New York	$3K	$0	1	0%	Maintained
571	BAM Barrett Asset Management New York	$3K	$0	1	0%	Maintained
572	SHWM Smith & Howard Wealth Management Atlanta, Georgia	$3K	$0	1	0%	Maintained
573	PineBridge Investments New York	$2K	+$45	1	0%	Increased
574	Hirtle Callaghan & Co West Conshohocken, Pennsylvania	$1K	+$1.18K	1	0%	New
575	WF WealthTrust Fairport Cleveland, Ohio	$1K	-$8.53K	1	0%	Reduced