← 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
1226	FFG Fortem Financial Group Palm Desert, California	$425K	$0	1	0.43%	Maintained
1227	Beacon Pointe Advisors Newport Beach, California	$422K	+$159K	1	0.15%	Increased
1228	AIC Argus Investors Counsel New York	$420K	-$2.66K	1	0.2%	Reduced
1229	RWA Ropes Wealth Advisors Boston, Massachusetts	$420K	+$2.82K	1	0.09%	Increased
1230	TIA Trust Investment Advisors Indianapolis, Indiana	$419K	+$433K	1	0.53%	New
1231	Coldstream Capital Management Bellevue, Washington	$418K	-$106K	1	0.03%	Reduced
1232	Glenview Trust Louisville, Kentucky	$418K	-$3.13K	1	0.03%	Reduced
1233	Level Four Advisory Services Dallas, Texas	$417K	-$160K	1	0.04%	Reduced
1234	MAM Meeder Asset Management Dublin, Ohio	$416K	+$338K	3	0.03%	Increased
1235	MA Mutual Advisors Omaha, Nebraska	$416K	+$70.5K	1	0.05%	Increased
1236	FANJ Financial Architects (New Jersey) Marlton, New Jersey	$412K	-$37.1K	2	0.08%	Reduced
1237	BO BRR OpCo Columbus, Ohio	$411K	+$157K	2	0.07%	Increased
1238	Palisade Capital Management Fort Lee, New Jersey	$410K	+$162K	1	0.01%	Increased
1239	Integrated Wealth Concepts Waltham, Massachusetts	$406K	+$95.9K	1	0.05%	Increased
1240	Merit Financial Group Alpharetta, Georgia	$405K	+$7.37K	1	0.05%	Increased
1241	Alpha Cubed Investments Irvine, California	$404K	+$14.1K	1	0.05%	Increased
1242	GSWM Golden State Wealth Management Santa Ana, California	$404K	+$65K	1	0.13%	Increased
1243	LWAC Laurel Wealth Advisors (California) Solana Beach, California	$404K	-$92.6K	1	0.09%	Reduced
1244	PB Pinnacle Bancorp Beatrice, Nebraska	$402K	$0	3	0.23%	Maintained
1245	AFM Abbot Financial Management Andover, Massachusetts	$401K	+$132K	1	0.29%	Increased
1246	NC NewSquare Capital Newtown Square, Pennsylvania	$401K	+$165K	1	0.07%	Increased
1247	KTC Kistler-Tiffany Companies Berwyn, Pennsylvania	$399K	+$70.4K	1	0.15%	Increased
1248	HCM Highlander Capital Management Short Hills, New Jersey	$394K	+$31.3K	1	0.24%	Increased
1249	NSB Norway Savings Bank Portland, Maine	$392K	-$3.92K	1	0.33%	Reduced
1250	CWAG Compton Wealth Advisory Group Virginia Beach, Virginia	$389K	$0	1	0.2%	Maintained