← 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
1126	SFG SevenBridge Financial Group Harrisburg, Pennsylvania	$47K	$0	1	0.03%	Maintained
1127	WAP Wealthcare Advisory Partners West Chester, Pennsylvania	$46K	+$16K	2	0.01%	Increased
1128	MassMutual Private Wealth & Trust Windsor, Connecticut	$46K	-$2.34K	2	0%	Reduced
1129	BDWM Brewin Dolphin Wealth Management Conskleagh, Dublin, Ireland	$44.8K	$0	1	0.03%	Maintained
1130	HR Howe & Rusling Rochester, New York	$42K	+$39.4K	1	0.01%	New
1131	Chicago Partners Investment Group Chicago, Illinois	$41K	$0	1	0.01%	Maintained
1132	WPA West Paces Advisors Atlanta, Georgia	$39.7K	$0	1	0.03%	Maintained
1133	AI ArchPoint Investors Coral Gables, Florida	$39K	$0	1	0.01%	Maintained
1134	JA JOYN Advisors Atlanta, Georgia	$39K	+$38.3K	2	0.01%	New
1135	SIM Sonora Investment Management Tucson, Arizona	$38.8K	$0	1	0.01%	Maintained
1136	CA Centerpoint Advisors Needham, Massachusetts	$37K	-$11.6K	1	0.03%	Reduced
1137	EFSCE Enterprise Financial Services Corp (EFSC) Clayton, Missouri	$37K	+$16K	3	0.02%	Increased
1138	PCTC Perkins Coie Trust Company Seattle, Washington	$37K	$0	1	0.02%	Maintained
1139	RWM Raffa Wealth Management Washington, District of Columbia	$36.9K	+$7.67K	2	0.01%	Increased
1140	AF Advisornet Financial Minnetonka, Minnesota	$36K	+$11.5K	1	0.01%	Increased
1141	TFA Toth Financial Advisory Leesburg, Virginia	$36K	+$18.4K	2	0.01%	Increased
1142	AA AlphaMark Advisors Ft. Wright, Kentucky	$35K	$0	1	0.02%	Maintained
1143	MCM Manchester Capital Management Manchester, Vermont	$35K	+$5.17K	1	0.01%	Increased
1144	PGWM Parisi Gray Wealth Management Mendham, New Jersey	$34K	$0	1	0.03%	Maintained
1145	PCA Providence Capital Advisors Charlotte, North Carolina	$34K	$0	1	0.03%	Maintained
1146	TFO Tarbox Family Office Newport Beach, California	$34K	+$4.36K	2	0.01%	Increased
1147	AP Atwood & Palmer Kansas City, Missouri	$33K	-$11.5K	1	0%	Reduced
1148	NSIM North Star Investment Management Chicago, Illinois	$33K	$0	1	0%	Maintained
1149	CB Community Bank Dewitt, New York	$32K	-$7.69K	1	0.01%	Reduced
1150	ATC Adirondack Trust Company Saratoga Springs, New York	$31K	+$6.32K	1	0.02%	Increased