← 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
951	RWM Raffa Wealth Management Washington, District of Columbia	$23.4K	$0	1	0.01%	Maintained
952	Chicago Partners Investment Group Chicago, Illinois	$23K	-$5.34K	1	0%	Reduced
953	Salem Investment Counselors Winston Salem, North Carolina	$23K	-$1.9M	1	0%	Reduced
954	TFO Tarbox Family Office Newport Beach, California	$23K	+$2.58K	2	0.01%	Increased
955	Pathstone Family Office Englewood, New Jersey	$22K	-$16.7K	1	0.02%	Reduced
956	WAP Wealthcare Advisory Partners West Chester, Pennsylvania	$22K	+$21.7K	2	0.01%	Increased
957	ATC Adirondack Trust Company Saratoga Springs, New York	$21K	$0	1	0.02%	Maintained
958	EFSCE Enterprise Financial Services Corp (EFSC) Clayton, Missouri	$21K	$0	2	0.01%	Maintained
959	LA Legacy Advisors Plymouth Meeting, Pennsylvania	$21K	+$21.1K	1	0.02%	New
960	ANBT American National Bank & Trust Wichita Falls, Texas	$20K	$0	1	0.01%	Maintained
961	AC Alexandria Capital Arlington, Virginia	$19K	+$667	2	0%	Increased
962	FPS Fieldpoint Private Securities Greenwich, Connecticut	$19K	$0	1	0.01%	Maintained
963	FCMT Founders Capital Management (Texas) Houston, Texas	$19K	$0	1	0.02%	Maintained
964	RAM Riggs Asset Management Dallas, Pennsylvania	$19K	$0	1	0.01%	Maintained
965	VNA Valley National Advisers Bethlehem, Pennsylvania	$19K	$0	1	0.01%	Maintained
966	Hirtle Callaghan & Co West Conshohocken, Pennsylvania	$17K	$0	1	0%	Maintained
967	Avior Wealth Management Omaha, Nebraska	$16K	$0	1	0.01%	Maintained
968	Krilogy Financial St. Louis, Missouri	$16K	-$18.4K	1	0%	Reduced
969	MSFP Mark Sheptoff Financial Planning Glastonbury, Connecticut	$16K	$0	1	0.01%	Maintained
970	BRC Bell Rock Capital Rehoboth Beach, Delaware	$14K	+$13.8K	1	0.01%	New
971	VCM Versant Capital Management Phoenix, Arizona	$14K	-$1.42K	2	0.01%	Reduced
972	FCB First Command Bank Fort Worth, Texas	$13K	$0	1	0.01%	Maintained
973	FCFS First Command Financial Services Fort Worth, Texas	$13K	$0	1	0.01%	Maintained
974	GWS Glassman Wealth Services Vienna, Virginia	$13K	-$12.4K	1	0.01%	Reduced
975	PA Perennial Advisors New York	$13K	$0	1	0.01%	Maintained