← 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
1101
RIM
Ranger Investment Management
Texas
$13K $0 1 0% Maintained
1102
TFA
Toth Financial Advisory
Virginia
$13K +$12.4K 1 0% New
1103
OFW
Omnia Family Wealth
Florida
$12K $0 2 0.01% Maintained
1104
PW
Price Wealth
Texas
$12K +$12.2K 1 0.01% New
1105
AIM
Arcadia Investment Management
Michigan
$11K $0 1 0% Maintained
1106
MWM
MinichMacGregor Wealth Management
New York
$11K -$204 1 0.01% Reduced
1107
AIM
Advantage Investment Management
Iowa
$10K $0 1 0% Maintained
1108
BRC
Bell Rock Capital
Delaware
$10K -$5.09K 1 0.01% Reduced
1109
CAL
Capital Advisors Ltd
Ohio
$10K $0 1 0% Maintained
1110
KTC
Kistler-Tiffany Companies
Pennsylvania
$10K $0 1 0% Maintained
1111
ME
McIlrath & Eck
Washington
$10K +$10.2K 1 0.01% New
1112
NSB
Norway Savings Bank
Maine
$10K $0 1 0.01% Maintained
1113
PG
Patten Group
Tennessee
$10K $0 1 0% Maintained
1114
WC
Westwind Capital
New Mexico
$10K +$9.88K 1 0.01% New
1115
BWM
Baystate Wealth Management
Massachusetts
$9K $0 1 0% Maintained
1116
GWS
Glassman Wealth Services
Virginia
$9K -$4.99K 1 0.01% Reduced
1117
M
MOTCO
Texas
$9K $0 1 0% Maintained
1118
SWP
Strategic Wealth Partners
Ohio
$9K +$8.26K 1 0.01% New
1119
ADL
Asset Dedication LLC
California
$8K $0 1 0% Maintained
1120
KJWM
Kiley Juergens Wealth Management
Washington
$8K +$8.15K 1 0.01% New
1121
THWM
Taylor Hoffman Wealth Management
Virginia
$8K +$8.36K 1 0.01% New
1122
CJA
C-J Advisory
California
$7K $0 1 0.01% Maintained
1123
PGA
Premia Global Advisors
Florida
$7K +$6.71K 1 0.01% New
1124
CCM
Cribstone Capital Management
Maine
$6K $0 1 0% Maintained
1125
MCM
MV Capital Management
Maryland
$6K $0 1 0% Maintained
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