← 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
1276	OGC Oak Grove Capital North Hampton, New Hampshire	$7K	$0	1	0.01%	Maintained
1277	PGA Premia Global Advisors Coral Gables, Florida	$7K	$0	1	0.01%	Maintained
1278	TD Ameritrade Investment Management Omaha, Nebraska	$7K	+$6.76K	1	0%	New
1279	VIA Vantage Investment Advisors State College, Pennsylvania	$7K	$0	1	0%	Maintained
1280	WA WealthTrust-Arizona Scottsdale, Arizona	$7K	$0	1	0%	Maintained
1281	WOC West Oak Capital Westlake Village, California	$6.82K	$0	1	0%	Maintained
1282	CFC Coyle Financial Counsel Glenview, Illinois	$6K	+$5.23K	1	0.01%	New
1283	AIM Anchor Investment Management Columbia, South Carolina	$5.73K	$0	1	0%	Maintained
1284	AWM AllSquare Wealth Management Albany, New York	$5K	+$5.1K	1	0%	New
1285	MFBTD MB Financial Bank - Trust Department Rosemont, Illinois	$5K	-$2K	1	0%	Reduced
1286	PSC Prentiss Smith & Co Brattleboro, Vermont	$5K	+$4.46K	1	0%	New
1287	TIM Tortoise Investment Management White Plains, New York	$5K	$0	1	0%	Maintained
1288	KL KWMG LLC Overland Park, Kansas	$4K	+$3.7K	1	0%	New
1289	RFM Royal Fund Management Lady Lake, Florida	$4K	+$2.55K	1	0%	Increased
1290	AIS Accurate Investment Solutions Seven Fields, Pennsylvania	$3K	+$2.77K	1	0%	New
1291	LFG LifePlan Financial Group Dayton, Ohio	$3K	+$2.93K	1	0%	New
1292	OFW Omnia Family Wealth Aventura, Florida	$3K	$0	1	0%	Maintained
1293	SCA Stuart Chaussee & Associates Palos Verdes Estates, California	$3K	$0	1	0%	Maintained
1294	CIA CSat Investment Advisory Detroit, Michigan	$2K	+$1.79K	1	0%	New
1295	GCM Gables Capital Management Miami, Florida	$2K	+$1.73K	1	0%	New
1296	SFM Signet Financial Management Parsippany, New Jersey	$2K	$0	1	0%	Maintained
1297	TCM Tradewinds Capital Management Bellingham, Washington	$2K	$0	1	0%	Maintained
1298	WC Whitnell & Co Oak Brook, Illinois	$2K	$0	1	0%	Maintained
1299	Financial Engines Advisors Santa Clara, California	$1K	+$893	1	0%	New
1300	GWA Guidant Wealth Advisors Palatine, Illinois	$1K	+$1.28K	1	0%	New