← 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
726	RFA Reilly Financial Advisors La Mesa, California	$17K	$0	2	0%	Maintained
727	WA WealthTrust-Arizona Scottsdale, Arizona	$16K	-$7.09K	2	0.01%	Reduced
728	Farmers & Merchants Investments Inc Lincoln, Nebraska	$15K	$0	1	0%	Maintained
729	LYV Live Your Vision West Conshohocken, Pennsylvania	$14K	+$14.2K	1	0.01%	New
730	TFO Tarbox Family Office Newport Beach, California	$14K	+$9.57K	1	0.01%	Increased
731	VNA Valley National Advisers Bethlehem, Pennsylvania	$14K	$0	1	0.01%	Maintained
732	Pathstone Family Office Englewood, New Jersey	$13K	$0	1	0.04%	Maintained
733	CHP Cable Hill Partners Portland, Oregon	$12K	$0	1	0.01%	Maintained
734	IP Isthmus Partners Madison, Wisconsin	$12K	$0	1	0%	Maintained
735	TCI Wealth Advisors Tucson, Arizona	$11K	+$496	1	0.01%	Increased
736	MFBTD MB Financial Bank - Trust Department Rosemont, Illinois	$10K	-$354K	1	0%	Reduced
737	RIM Ranger Investment Management Dallas, Texas	$10K	+$9.99K	1	0%	New
738	Brookstone Capital Management Wheaton, Illinois	$8K	$0	1	0%	Maintained
739	PSI Pinnacle Summer Investments Fairfax, Virginia	$7K	+$6.8K	1	0%	New
740	Synovus Financial Columbus, Georgia	$7K	$0	1	0%	Maintained
741	Tower Research Capital (TRC) New York	$7K	-$238K	1	0%	Reduced
742	TFA Transamerica Financial Advisors St. Petersburg, Florida	$7K	$0	1	0%	Maintained
743	PG Patten Group Chattanooga, Tennessee	$6.94K	$0	1	0%	Maintained
744	WOC West Oak Capital Westlake Village, California	$6.94K	+$7.09K	1	0.01%	New
745	AWS Aris Wealth Services State College, Pennsylvania	$5K	-$2.84K	1	0.01%	Reduced
746	CMBA C.M. Bidwell & Associates Honolulu, Hawaii	$5K	$0	1	0%	Maintained
747	Global X Management Company New York	$5K	$0	2	0%	Maintained
748	Klingman & Associates New York	$5K	-$58.7K	1	0%	Reduced
749	ATC Adirondack Trust Company Saratoga Springs, New York	$4K	-$2.48K	1	0%	Reduced
750	MCM MV Capital Management Bethesda, Maryland	$4K	$0	1	0%	Maintained