← 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
826	CCMW Cypress Capital Management (Wyoming) Sheridan, Wyoming	$302K	$0	1	0.36%	Maintained
827	Benjamin F. Edwards & Company St. Louis, Missouri	$301K	-$4.42K	2	0.04%	Reduced
828	DBT Dubuque Bank & Trust Dubuque, Iowa	$301K	$0	1	0.05%	Maintained
829	HBK Sorce Advisory Erie, Pennsylvania	$299K	-$21.4K	1	0.05%	Reduced
830	Mariner Overland Park, Kansas	$295K	+$19.4K	1	0.01%	Increased
831	Choreo LLC Rockford, Illinois	$293K	+$51.7K	1	0.04%	Increased
832	AW ACG Wealth Atlanta, Georgia	$292K	-$2.12K	1	0.05%	Reduced
833	NL NWAM LLC Mercer Island, Washington	$287K	+$16.6K	1	0.07%	Increased
834	Capital International Inc Los Angeles, California	$276K	$0	1	0.04%	Maintained
835	Twin Tree Management Dallas, Texas	$276K	-$1.92M	1	0%	Reduced
836	BRWA B. Riley Wealth Advisors Boca Raton, Florida	$273K	-$115K	1	0.05%	Reduced
837	CC Cadinha & Co Honolulu, Hawaii	$273K	+$269K	1	0.05%	New
838	AB Atlas Brown Louisville, Kentucky	$270K	$0	1	0.06%	Maintained
839	IC Intersect Capital San Ramon, California	$267K	$0	1	0.15%	Maintained
840	MWP MYCIO Wealth Partners Philadelphia, Pennsylvania	$265K	-$7.45K	1	0.03%	Reduced
841	PAS Partnervest Advisory Services Santa Barbara, California	$265K	+$4.6K	1	0.13%	Increased
842	LCP Legacy Capital Partners Milwaukee, Wisconsin	$261K	$0	1	0.14%	Maintained
843	AWA Arete Wealth Advisors Chicago, Illinois	$260K	+$256K	1	0.1%	New
844	Savant Capital Rockford, Illinois	$260K	+$920	1	0.06%	Increased
845	Wilmington Savings Fund Society Wilmington, Delaware	$260K	+$16.8K	1	0.01%	Increased
846	Cetera Advisors Denver, Colorado	$258K	-$18.4K	1	0.02%	Reduced
847	Washington Trust Westerly, Rhode Island	$257K	-$18.9K	1	0.02%	Reduced
848	Glenview Trust Louisville, Kentucky	$253K	$0	1	0.02%	Maintained
849	Homrich & Berg Atlanta, Georgia	$248K	-$9.02K	1	0.02%	Reduced
850	Welch & Forbes Boston, Massachusetts	$247K	-$30.4K	1	0.01%	Reduced