← 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
1326	HI Hudock Inc Williamsport, Pennsylvania	$17K	-$56.4K	2	0.01%	Reduced
1327	M MOTCO San Antonio, Texas	$17K	+$2.67K	1	0%	Increased
1328	PG Patten Group Chattanooga, Tennessee	$17K	+$1.48K	1	0.01%	Increased
1329	CAL Capital Advisors Ltd Shaker Heights, Ohio	$16K	$0	1	0%	Maintained
1330	MWM MinichMacGregor Wealth Management Saratoga Springs, New York	$16K	-$148	1	0.01%	Reduced
1331	SJIM St. Johns Investment Management Jacksonville, Florida	$16K	+$14.8K	1	0.01%	New
1332	WC Westwind Capital Las Cruces, New Mexico	$15K	$0	1	0.01%	Maintained
1333	CCM Cribstone Capital Management Augusta, Maine	$14K	-$2.23K	1	0.01%	Reduced
1334	MCF Advisors Covington, Kentucky	$14K	+$12.6K	1	0%	New
1335	MWPCG Measured Wealth Private Client Group Portsmouth, New Hampshire	$14K	+$12.6K	1	0.01%	New
1336	BAMG Brand Asset Management Group Chesterfield, Missouri	$13K	+$13K	1	0.01%	New
1337	CFD Creative Financial Designs Kokomo, Indiana	$13K	+$11.9K	1	0.01%	New
1338	LFA Legacy Financial Advisors Covington, Kentucky	$13K	$0	1	0%	Maintained
1339	MFW Mosaic Family Wealth St. Louis, Missouri	$13K	$0	1	0.01%	Maintained
1340	THWM Taylor Hoffman Wealth Management Richmond, Virginia	$13K	$0	1	0.01%	Maintained
1341	WC Whitney & Co Rochester, New York	$13K	+$13.4K	1	0%	New
1342	BI Bramshill Investments Naples, Florida	$12K	+$10.8K	1	0%	New
1343	OC Oakworth Capital Birmingham, Alabama	$12K	$0	1	0%	Maintained
1344	PO Private Ocean San Rafael, California	$12K	$0	1	0.01%	Maintained
1345	TD Ameritrade Investment Management Omaha, Nebraska	$12K	+$3.12K	1	0%	Increased
1346	IAS IMA Advisory Services Denver, Colorado	$11K	-$4.6K	1	0%	Reduced
1347	FMP Financial Management Professionals Austin, Texas	$10K	+$9.79K	1	0%	New
1348	MCM MV Capital Management Bethesda, Maryland	$10K	$0	1	0%	Maintained
1349	OBWP O'Brien Wealth Partners Waltham, Massachusetts	$10K	+$9.79K	1	0.01%	New
1350	PK Pflug Koory Omaha, Nebraska	$10K	$0	1	0.01%	Maintained