← 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
676	Balentine LLC Atlanta, Georgia	$76K	+$22.9K	2	0.01%	Increased
677	IWMPD Integrated Wealth Management (Palm Desert) Palm Desert, California	$75K	+$40.5K	1	0.03%	Increased
678	GWM Gupta Wealth Management San Diego, California	$74K	$0	2	0.02%	Maintained
679	AP Atwood & Palmer Kansas City, Missouri	$70K	+$10.6K	2	0.01%	Increased
680	HCMT Highland Capital Management (Tennessee) Memphis, Tennessee	$69K	+$70.9K	1	0.01%	New
681	Benjamin F. Edwards & Company St. Louis, Missouri	$67K	-$7.09K	1	0.01%	Reduced
682	AIC Ayalon Insurance Company Ramat Gan, Israel	$65K	$0	1	0.05%	Maintained
683	IPC Independent Portfolio Consultants Boca Raton, Florida	$65K	-$151K	2	0.01%	Reduced
684	FAM Formidable Asset Management Cincinnati, Ohio	$61K	+$9.92K	1	0.04%	Increased
685	PFBT Parkside Financial Bank & Trust Saint Louis, Missouri	$59K	+$62.6K	2	0.03%	New
686	ACS Archford Capital Strategies Swansea, Illinois	$58K	$0	1	0.04%	Maintained
687	Saturna Capital Bellingham, Washington	$56K	$0	1	0%	Maintained
688	WA Winfield Associates Cleveland, Ohio	$56K	$0	1	0.04%	Maintained
689	MUFG Americas New York	$55K	$0	1	0%	Maintained
690	IMS Index Management Solutions Philadelphia, Pennsylvania	$54K	-$537K	2	0.05%	Reduced
691	PMFA Plante Moran Financial Advisors Southfield, Michigan	$52K	-$14.4K	1	0.04%	Reduced
692	BBPWM Blue Bell Private Wealth Management Blue Bell, Pennsylvania	$48K	$0	1	0.03%	Maintained
693	LWM LBA Wealth Management Jacksonville, Florida	$47K	+$48.2K	1	0.03%	New
694	Quadrant Capital Group Cincinnati, Ohio	$47K	-$5.67K	3	0.03%	Reduced
695	RA Rational Advisors Huntington, New York	$45K	$0	1	0.02%	Maintained
696	Brown Brothers Harriman & Co New York	$44K	+$35.6K	2	0%	Increased
697	First Horizon Advisors Memphis, Tennessee	$39K	+$16.6K	2	0.01%	Increased
698	SSB Sandy Spring Bank Olney, Maryland	$39K	$0	1	0%	Maintained
699	AC Alexandria Capital Arlington, Virginia	$38K	$0	2	0.01%	Maintained
700	Walleye Trading New York	$38K	-$4.49K	1	0%	Reduced