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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
1276	SBL Sargent Bickham Lagudis Boulder, Colorado	$165K	+$12.8K	1	0.02%	Increased
1277	PCA Peddock Capital Advisors Braintree, Massachusetts	$164K	-$24.2K	1	0.1%	Reduced
1278	QT Quantamental Technologies White Plains, New York	$164K	+$173K	1	0.1%	New
1279	JA JOYN Advisors Atlanta, Georgia	$163K	+$54.1K	2	0.04%	Increased
1280	PMFA Plante Moran Financial Advisors Southfield, Michigan	$161K	+$46.8K	2	0.06%	Increased
1281	DA Denali Advisors San Diego, California	$157K	$0	1	0.03%	Maintained
1282	JFA JNBA Financial Advisors Bloomington, Minnesota	$155K	+$37.6K	1	0.04%	Increased
1283	AIA Arcadia Investment Advisors Eagle, Idaho	$154K	$0	1	0.13%	Maintained
1284	CFA Carroll Financial Associates Charlotte, North Carolina	$149K	+$31.4K	1	0.02%	Increased
1285	FRA Front Row Advisors Tiburon, California	$147K	-$10.3K	1	0.13%	Reduced
1286	PAM Paradigm Asset Management New York	$144K	-$96.3K	1	0.05%	Reduced
1287	AWM Aevitas Wealth Management Wellesley Hills, Massachusetts	$142K	-$23.5K	2	0.15%	Reduced
1288	CLM ClearBridge LLC (Maryland) Baltimore, Maryland	$142K	$0	2	0.04%	Maintained
1289	PFBT Parkside Financial Bank & Trust Saint Louis, Missouri	$141K	+$10.6K	2	0.05%	Increased
1290	AIM Advantage Investment Management Cedar Rapids, Iowa	$139K	+$7.91K	2	0.11%	Increased
1291	CC Claybrook Capital Wellesley, Massachusetts	$129K	+$130K	2	0.04%	New
1292	WDL Well Done LLC Holland, Michigan	$129K	+$130K	2	0.04%	New
1293	SIA SeaBridge Investment Advisors Summit, New Jersey	$125K	$0	1	0.05%	Maintained
1294	DSC Duncker Streett & Co St. Louis, Missouri	$122K	+$688	2	0.03%	Increased
1295	WCM WealthBridge Capital Management Westerville, Ohio	$122K	+$124K	2	0.09%	New
1296	Farmers & Merchants Investments Inc Lincoln, Nebraska	$121K	+$2.06K	2	0.01%	Increased
1297	Group One Trading Chicago, Illinois	$118K	+$118K	1	0%	New
1298	AOWM Alpha Omega Wealth Management Richmond, Virginia	$114K	-$3.44K	1	0.06%	Reduced
1299	CWA Clarus Wealth Advisors Peoria, Arizona	$114K	-$209K	1	0.18%	Reduced
1300	RFA Reilly Financial Advisors La Mesa, California	$112K	+$5.5K	2	0.02%	Increased