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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	Geneos Wealth Management Englewood, Colorado	$168K	+$38.8K	2	0.01%	Increased
1127	EA Edge Advisors Atlanta, Georgia	$165K	-$3K	1	0.01%	Reduced
1128	TFA Transamerica Financial Advisors St. Petersburg, Florida	$165K	-$2.95M	1	0.04%	Reduced
1129	RBC Roble Belko & Company Sewickley, Pennsylvania	$163K	-$45K	2	0.06%	Reduced
1130	PCP Proficio Capital Partners Newton, Massachusetts	$162K	-$1.12K	3	0.07%	Reduced
1131	AIA Arcadia Investment Advisors Eagle, Idaho	$153K	$0	1	0.12%	Maintained
1132	CLM ClearBridge LLC (Maryland) Baltimore, Maryland	$147K	+$32.2K	2	0%	Increased
1133	ED Exane Derivatives Paris, France	$147K	-$126K	1	0.02%	Reduced
1134	SBL Sargent Bickham Lagudis Boulder, Colorado	$146K	$0	1	0.02%	Maintained
1135	AOWM Alpha Omega Wealth Management Richmond, Virginia	$145K	+$6.38K	1	0.07%	Increased
1136	TAM Trust Asset Management Houston, Texas	$142K	+$136K	2	0.06%	New
1137	AWM Aevitas Wealth Management Wellesley Hills, Massachusetts	$137K	+$128K	1	0.13%	Increased
1138	TG TLP Group Evanston, Illinois	$137K	-$186K	3	0.21%	Reduced
1139	IWP Icon Wealth Partners Houston, Texas	$134K	+$970	2	0.06%	Increased
1140	FANJ Financial Architects (New Jersey) Marlton, New Jersey	$133K	+$55.1K	2	0.02%	Increased
1141	WTB Washington Trust Bank Spokane, Washington	$130K	+$24.4K	2	0.02%	Increased
1142	JCM Jacobi Capital Management Pittston, Pennsylvania	$127K	+$25.8K	1	0.04%	Increased
1143	PFBT Parkside Financial Bank & Trust Saint Louis, Missouri	$127K	-$12.5K	3	0.05%	Reduced
1144	GBBWRPM Genovese Burford & Brothers Wealth & Retirement Plan Management Sacramento, California	$126K	$0	1	0.05%	Maintained
1145	SIA SeaBridge Investment Advisors Summit, New Jersey	$121K	$0	1	0.03%	Maintained
1146	Farmers & Merchants Investments Inc Lincoln, Nebraska	$120K	+$8.85K	2	0.01%	Increased
1147	FL Fort LP Chevy Chase, Maryland	$116K	+$124K	1	0.03%	New
1148	CFA Carroll Financial Associates Charlotte, North Carolina	$112K	$0	1	0.01%	Maintained
1149	LWM Lenox Wealth Management Cincinnati, Ohio	$111K	-$1.18K	2	0.04%	Reduced
1150	Fuller & Thaler Asset Management San Mateo, California	$109K	$0	1	0%	Maintained