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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
1101	CDH Charles D. Hyman	$408K	$0	1	0.05%	Maintained
1102	WA WESPAC Advisors Orinda, California	$408K	+$410K	1	0.4%	New
1103	SWA Stratos Wealth Advisors Beachwood, Ohio	$406K	+$408K	1	0.27%	New
1104	IIC Integrated Investment Consultants Bloomfield Hills, Michigan	$401K	+$3.44K	1	0.21%	Increased
1105	Davenport & Co Richmond, Virginia	$399K	-$93.1K	1	0.01%	Reduced
1106	CBU CIBC Bank USA Chicago, Illinois	$395K	+$26.7K	1	0.06%	Increased
1107	MFG Magnus Financial Group New York	$394K	+$396K	1	0.1%	New
1108	Ingalls & Snyder LLC New York	$388K	+$52.7K	1	0.02%	Increased
1109	Level Four Advisory Services Dallas, Texas	$388K	-$582K	1	0.05%	Reduced
1110	MWP MYCIO Wealth Partners Philadelphia, Pennsylvania	$388K	+$9.63K	1	0.04%	Increased
1111	Wilmington Savings Fund Society Wilmington, Delaware	$388K	+$4.95K	1	0.02%	Increased
1112	Aspiriant LLC Los Angeles, California	$387K	-$116K	1	0.03%	Reduced
1113	Coldstream Capital Management Bellevue, Washington	$387K	+$76.3K	1	0.04%	Increased
1114	World Investment Advisors Santa Barbara, California	$382K	+$323K	1	0.17%	New
1115	Glenview Trust Louisville, Kentucky	$381K	$0	1	0.03%	Maintained
1116	RWA Ropes Wealth Advisors Boston, Massachusetts	$377K	-$56.8K	1	0.11%	Reduced
1117	HFM Hartford Financial Management Hartford, Connecticut	$371K	$0	2	0.14%	Maintained
1118	Pinnacle Financial Partners (Tennessee) Nashville, Tennessee	$371K	-$11.6K	1	0.04%	Reduced
1119	BA Boston Advisors Boston, Massachusetts	$370K	$0	1	0.02%	Maintained
1120	AWA ARS Wealth Advisors St. Petersburg, Florida	$369K	-$49.5K	1	0.13%	Reduced
1121	SG StoneX Group New York	$363K	+$2.48K	1	0.35%	Increased
1122	PWP Principle Wealth Partners Madison, Connecticut	$362K	+$363K	1	0.3%	New
1123	QCM Quest Capital Management Dallas, Texas	$362K	+$363K	1	0.11%	New
1124	NL NWAM LLC Mercer Island, Washington	$361K	-$23.8K	1	0.09%	Reduced
1125	NSB Norway Savings Bank Portland, Maine	$359K	+$279K	1	0.35%	Increased