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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
1126	OTC Opera Trading Capital Paris, France	$6K	+$5.5K	1	0%	New
1127	PK Pflug Koory Omaha, Nebraska	$6K	$0	1	0%	Maintained
1128	Thompson Siegel & Walmsley Richmond, Virginia	$6K	$0	1	0%	Maintained
1129	First Command Advisory Services Fort Worth, Texas	$5K	+$5.3K	1	0%	New
1130	Global Retirement Partners San Rafael, California	$5K	-$306	1	0%	Reduced
1131	WA WealthTrust-Arizona Scottsdale, Arizona	$5K	$0	1	0%	Maintained
1132	AIM Anchor Investment Management Columbia, South Carolina	$4.29K	$0	1	0%	Maintained
1133	LFA Legacy Financial Advisors Covington, Kentucky	$4K	+$4.89K	1	0%	New
1134	PWM Paulson Wealth Management Wheaton, Illinois	$4K	+$3.77K	1	0%	New
1135	TIM Tortoise Investment Management White Plains, New York	$4K	+$3.73K	1	0%	New
1136	OC Oakworth Capital Birmingham, Alabama	$3K	$0	1	0%	Maintained
1137	WC Whitnell & Co Oak Brook, Illinois	$3K	+$2.63K	1	0%	New
1138	PHK Point72 Hong Kong Hong Kong	$2K	-$67.1K	1	0%	Reduced
1139	Sageworth Trust Lancaster, Pennsylvania	$2K	+$2.04K	1	0%	New
1140	SP SWS Partners Columbus, Ohio	$2K	+$1.53K	1	0%	New
1141	TCM Tradewinds Capital Management Bellingham, Washington	$2K	$0	1	0%	Maintained
1142	AWM Aevitas Wealth Management Wellesley Hills, Massachusetts	$1K	+$815	1	0%	New
1143	AC Avestar Capital New York	$1K	+$1.73K	1	0%	New
1144	FGC Financial Gravity Companies Lakeway, Texas	$1K	+$917	1	0%	New
1145	Moneta Group Investment Advisors St Louis, Missouri	$1K	+$713	1	0%	New
1146	PCFFS Pacific Center for Financial Services San Ramon, California	$1K	$0	1	0%	Maintained
1147	RFM Royal Fund Management Lady Lake, Florida	$1K	$0	1	0%	Maintained
1148	AA Apriem Advisors Irvine, California	$0	-$208K	0	–	Closed
1149	Aspiriant LLC Los Angeles, California	$0	-$222K	0	–	Closed
1150	CC Caldera Capital Dallas, Texas	$0	-$753K	0	–	Closed