← 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
1151	PFGIA Patriot Financial Group Insurance Agency Westborough, Massachusetts	$30K	$0	2	0.02%	Maintained
1152	IFAM Institutional & Family Asset Management Fort Collins, Colorado	$29K	+$28.7K	1	0.01%	New
1153	LJHT Laurie J. Hall Trustee	$29K	$0	1	0.02%	Maintained
1154	ACA Atlas Capital Advisors Jackson, Wyoming	$27.8K	+$27.4K	1	0.01%	New
1155	GFP Gryphon Financial Partners Columbus, Ohio	$27K	-$3.79K	1	0.01%	Reduced
1156	FCB First Command Bank Fort Worth, Texas	$26K	+$8.04K	2	0.01%	Increased
1157	FCFS First Command Financial Services Fort Worth, Texas	$26K	+$8.96K	2	0%	Increased
1158	ANBT American National Bank & Trust Wichita Falls, Texas	$25K	$0	1	0.01%	Maintained
1159	PA Perennial Advisors New York	$25K	+$8.11K	2	0.02%	Increased
1160	NWM Northwest Wealth Management Spencer, Iowa	$24K	+$22.4K	1	0.02%	New
1161	ACS Archford Capital Strategies Swansea, Illinois	$23K	+$26.1K	1	0.01%	New
1162	FCMT Founders Capital Management (Texas) Houston, Texas	$23K	$0	1	0.02%	Maintained
1163	RAM Riggs Asset Management Dallas, Pennsylvania	$23K	$0	1	0.01%	Maintained
1164	CAC Certified Advisory Corp Altamonte Springs, Florida	$22K	$0	1	0.01%	Maintained
1165	VEA Virtus ETF Advisers New York	$22K	$0	1	0.02%	Maintained
1166	Avior Wealth Management Omaha, Nebraska	$21K	$0	1	0%	Maintained
1167	Bartlett & Co Cincinnati, Ohio	$21K	+$5.97K	1	0%	Increased
1168	Bartlett & Co Wealth Management Cincinnati, Ohio	$20.9K	+$20.7K	1	0%	New
1169	CHC City Holding Co Charleston, West Virginia	$20K	$0	1	0.01%	Maintained
1170	KTC Kistler-Tiffany Companies Berwyn, Pennsylvania	$20K	+$7.92K	1	0.01%	Increased
1171	MSFP Mark Sheptoff Financial Planning Glastonbury, Connecticut	$20K	$0	1	0.01%	Maintained
1172	VCM Versant Capital Management Phoenix, Arizona	$20K	+$642	2	0.01%	Increased
1173	WCM Whitener Capital Management Rocky Mount, North Carolina	$20K	+$2.3K	1	0.02%	Increased
1174	Altshuler Shaham Tel Aviv, Israel	$17K	+$17.5K	1	0%	New
1175	ADL Asset Dedication LLC San Francisco, California	$16K	+$7.35K	1	0.01%	Increased