← 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
701	SignatureFD Atlanta, Georgia	$37K	+$15.2K	3	0.01%	Increased
702	Allworth Financial Folsom, California	$35K	$0	1	0.01%	Maintained
703	Group One Trading Chicago, Illinois	$35K	+$33.7K	1	0%	New
704	VCM Vigilant Capital Management Portland, Maine	$31K	+$31.9K	1	0.01%	New
705	JIC Joel Isaacson & Co New York	$30K	-$3K	1	0.01%	Reduced
706	Krilogy Financial St. Louis, Missouri	$30K	+$30.1K	1	0.01%	New
707	RIA Regal Investment Advisors Kentwood, Michigan	$30K	+$20.9K	1	0.01%	Increased
708	EFSCE Enterprise Financial Services Corp (EFSC) Clayton, Missouri	$29K	+$5.96K	3	0.02%	Increased
709	FWM Focused Wealth Management Newburgh, New York	$28K	$0	1	0.02%	Maintained
710	WA WFG Advisors Dallas, Texas	$28K	$0	2	0.01%	Maintained
711	SIM Sonora Investment Management Tucson, Arizona	$26K	+$26.9K	1	0.01%	New
712	TSU TD Securities (USA) New York	$25K	-$17.5M	1	0.23%	Reduced
713	AA AlphaMark Advisors Ft. Wright, Kentucky	$21K	$0	1	0.01%	Maintained
714	CFA Camarda Financial Advisors Fleming Island, Florida	$21K	+$21.3K	1	0.01%	New
715	GAM Gemmer Asset Management Walnut Creek, California	$21K	+$6.52K	1	0.01%	Increased
716	HF Hoxton Financial Shepherdstown, West Virginia	$21K	+$21.3K	1	0.01%	New
717	KTC Kistler-Tiffany Companies Berwyn, Pennsylvania	$21K	$0	1	0.01%	Maintained
718	MSFP Mark Sheptoff Financial Planning Glastonbury, Connecticut	$21K	+$20.8K	2	0.02%	New
719	SIG Stanford Investment Group Mountain View, California	$21K	+$21.3K	1	0.02%	New
720	ZB Zions Bancorporation Salt Lake City, Utah	$21K	+$18.1K	2	0%	New
721	RWM Raffa Wealth Management Washington, District of Columbia	$19K	+$17.7K	2	0.01%	Increased
722	MCM Manchester Capital Management Manchester, Vermont	$18K	$0	1	0%	Maintained
723	PO Private Ocean San Rafael, California	$18K	$0	1	0.01%	Maintained
724	MassMutual Private Wealth & Trust Windsor, Connecticut	$17.4K	+$8.11K	2	0%	Increased
725	BKA Brick & Kyle Associates Newtown, Pennsylvania	$17K	$0	1	0.02%	Maintained