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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
776	RWA Ropes Wealth Advisors Boston, Massachusetts	$146K	+$24K	1	0.05%	Increased
777	AOWM Alpha Omega Wealth Management Richmond, Virginia	$144K	$0	1	0.08%	Maintained
778	SWA Sutton Wealth Advisors Tampa, Florida	$138K	+$2.4K	2	0.12%	Increased
779	HTHT Hemenway Trust Hemenway Trust Salem, New Hampshire	$137K	+$145K	1	0.03%	New
780	CLM ClearBridge LLC (Maryland) Baltimore, Maryland	$133K	-$74K	1	0%	Reduced
781	Benjamin F. Edwards & Company St. Louis, Missouri	$127K	+$45.9K	1	0.02%	Increased
782	JFA JNBA Financial Advisors Bloomington, Minnesota	$125K	-$29.8K	1	0.03%	Reduced
783	DZ Bank Frankfurt Am Main, Germany	$118K	+$125K	1	0%	New
784	AIM Acrospire Investment Management Chicago, Illinois	$113K	+$58.1K	2	0.05%	Increased
785	MFW Mosaic Family Wealth St. Louis, Missouri	$104K	$0	1	0.05%	Maintained
786	Acadian Asset Management Boston, Massachusetts	$99K	+$104K	1	0%	New
787	KT Kanaly Trust Houston, Texas	$99K	-$6.6K	3	0.02%	Reduced
788	Catalyst Capital Advisors Huntington, New York	$93K	+$45.3K	2	0.01%	Increased
789	MRCM M&R Capital Management Summit, New Jersey	$92K	-$29K	1	0.02%	Reduced
790	Quadrant Capital Group Cincinnati, Ohio	$87K	+$9.42K	3	0.04%	Increased
791	People's United Financial Bridgeport, Connecticut	$83K	$0	1	0%	Maintained
792	FO FT Options Chicago, Illinois	$82K	-$174K	1	0.09%	Reduced
793	IHT Wealth Management Chicago, Illinois	$81K	+$84K	3	0.06%	New
794	LNB Ledyard National Bank	$81K	$0	2	0.01%	Maintained
795	MIC MU Investments Company Tokyo, Japan	$81K	+$84.9K	1	0.06%	New
796	ED Exane Derivatives Paris, France	$79.9K	$0	2	0.02%	Maintained
797	TCI Wealth Advisors Tucson, Arizona	$78K	+$15.6K	2	0.04%	Increased
798	Brown Brothers Harriman & Co New York	$75K	+$80.2K	2	0%	New
799	AW Alpha Windward Westwood, Massachusetts	$72K	-$9.36K	1	0.05%	Reduced
800	GBBWRPM Genovese Burford & Brothers Wealth & Retirement Plan Management Sacramento, California	$70K	$0	1	0.02%	Maintained