← 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
1401	FGC Financial Gravity Companies Lakeway, Texas	$24K	+$19.1K	2	0.02%	New
1402	MSFP Mark Sheptoff Financial Planning Glastonbury, Connecticut	$24K	$0	1	0.02%	Maintained
1403	CIAS Capital Investment Advisory Services Raleigh, North Carolina	$23K	+$22.6K	2	0.01%	New
1404	CFA Clarfeld Financial Advisors Tarrytown, New York	$23K	+$23.5K	1	0.02%	New
1405	ADL Asset Dedication LLC San Francisco, California	$21K	+$20.6K	1	0.01%	New
1406	ESB Essex Savings Bank Essex, Connecticut	$21K	+$21.3K	1	0.01%	New
1407	GWS Glassman Wealth Services Vienna, Virginia	$21K	+$1.63K	2	0.01%	Increased
1408	MSA Marino Stram & Associates Braintree, Massachusetts	$21K	-$7.42K	2	0.02%	Reduced
1409	TD Ameritrade Investment Management Omaha, Nebraska	$21K	+$11.3K	1	0%	Increased
1410	WAS WESPAC Advisors SoCal Pasadena, California	$21K	+$21.5K	1	0.01%	New
1411	LPWM Lake Point Wealth Management Rockwall, Texas	$19K	+$19K	2	0.01%	New
1412	AIL AGF Investments LLC Toronto, Ontario, Canada	$18K	-$998K	1	0%	Reduced
1413	M MOTCO San Antonio, Texas	$18K	+$3.75K	2	0%	Increased
1414	AIM Arcadia Investment Management Kalamazoo, Michigan	$15K	$0	1	0.01%	Maintained
1415	CFD Creative Financial Designs Kokomo, Indiana	$15K	+$4.13K	1	0.01%	Increased
1416	PG Patten Group Chattanooga, Tennessee	$15K	$0	1	0.01%	Maintained
1417	AIS AlphaOne Investment Services West Chester, Pennsylvania	$14K	-$262K	1	0.01%	Reduced
1418	CAL Capital Advisors Ltd Shaker Heights, Ohio	$14K	$0	1	0%	Maintained
1419	HI Hudock Inc Williamsport, Pennsylvania	$14K	$0	2	0.01%	Maintained
1420	LWM Liberty Wealth Management Oakland, California	$14K	+$14.4K	1	0.01%	New
1421	MFBTD MB Financial Bank - Trust Department Rosemont, Illinois	$14K	-$27.8K	1	0%	Reduced
1422	MFW Mosaic Family Wealth St. Louis, Missouri	$14K	$0	1	0.01%	Maintained
1423	WC Westwind Capital Las Cruces, New Mexico	$13K	$0	1	0.01%	Maintained
1424	HCM Hilton Capital Management Garden City, New York	$12K	-$5.5K	1	0%	Reduced
1425	LFA Legacy Financial Advisors Covington, Kentucky	$12K	+$550	1	0%	Increased