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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
851	Farmers & Merchants Investments Inc Lincoln, Nebraska	$9K	$0	1	0%	Maintained
852	HR Howe & Rusling Rochester, New York	$9K	+$9.73K	1	0%	New
853	WA WealthTrust-Arizona Scottsdale, Arizona	$8K	$0	1	0%	Maintained
854	PG Patten Group Chattanooga, Tennessee	$7.94K	$0	1	0%	Maintained
855	CCM Cribstone Capital Management Augusta, Maine	$7K	+$7.38K	1	0%	New
856	Klingman & Associates New York	$6K	$0	1	0%	Maintained
857	ATC Adirondack Trust Company Saratoga Springs, New York	$5K	$0	1	0%	Maintained
858	HCM Herndon Capital Management Atlanta, Georgia	$5K	+$4.63K	1	0%	New
859	MCM MV Capital Management Bethesda, Maryland	$5K	$0	1	0%	Maintained
860	WC Whitnell & Co Oak Brook, Illinois	$5K	$0	1	0%	Maintained
861	AIM Advantage Investment Management Cedar Rapids, Iowa	$4K	$0	1	0%	Maintained
862	KTC Kistler-Tiffany Companies Berwyn, Pennsylvania	$4K	-$19.3K	2	0%	Reduced
863	LJHT Laurie J. Hall Trustee	$4K	$0	1	0%	Maintained
864	TCM Tradewinds Capital Management Bellingham, Washington	$4K	+$2.67K	1	0%	Increased
865	VIA Vantage Investment Advisors State College, Pennsylvania	$4K	$0	1	0%	Maintained
866	MCF Advisors Covington, Kentucky	$2K	+$1.73K	1	0%	New
867	MFW Mosaic Family Wealth St. Louis, Missouri	$2K	-$392	1	0%	Reduced
868	OC Oakworth Capital Birmingham, Alabama	$2K	$0	1	0%	Maintained
869	AIS Accurate Investment Solutions Seven Fields, Pennsylvania	$0	-$117K	0	–	Closed
870	Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada	$0	-$3.86M	0	–	Closed
871	AF Ally Financial Detroit, Michigan	$0	-$1.48M	0	–	Closed
872	ACM Alta Capital Management Salt Lake City, Utah	$0	-$345K	0	–	Closed
873	AGA Altrinsic Global Advisors Stamford, Connecticut	$0	-$505K	0	–	Closed
874	ACM Armbruster Capital Management Pittsford, New York	$0	-$13K	0	–	Closed
875	AB Atlas Brown Louisville, Kentucky	$0	-$248K	0	–	Closed