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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
1401	MUS Mitsubishi UFJ Securities Tokyo, Japan	$183K	+$170K	2	1.05%	New
1402	PFBT Parkside Financial Bank & Trust Saint Louis, Missouri	$181K	+$9.69K	2	0.06%	Increased
1403	WCM WealthBridge Capital Management Westerville, Ohio	$179K	+$32.7K	2	0.11%	Increased
1404	IWP Icon Wealth Partners Houston, Texas	$172K	+$161K	2	0.06%	New
1405	EFSCE Enterprise Financial Services Corp (EFSC) Clayton, Missouri	$170K	+$103K	3	0.04%	Increased
1406	FRA Front Row Advisors Tiburon, California	$170K	$0	1	0.13%	Maintained
1407	AWM Aevitas Wealth Management Wellesley Hills, Massachusetts	$167K	$0	2	0.15%	Maintained
1408	SIA SeaBridge Investment Advisors Summit, New Jersey	$164K	-$7.69K	1	0.05%	Reduced
1409	VC Vestor Capital Chicago, Illinois	$162K	+$159K	1	0.03%	New
1410	CH Canton Hathaway Providence, Rhode Island	$158K	+$155K	1	0.09%	New
1411	Harel Insurance Investments & Financial Services Ramat Gan, Israel	$158K	-$341K	1	0.01%	Reduced
1412	MUFG Americas New York	$156K	+$105K	2	0%	Increased
1413	AIM Advantage Investment Management Cedar Rapids, Iowa	$155K	-$8.84K	2	0.12%	Reduced
1414	DSC Duncker Streett & Co St. Louis, Missouri	$154K	$0	2	0.04%	Maintained
1415	GTAM Global Trust Asset Management West Palm Beach, Florida	$151K	-$361K	1	0.11%	Reduced
1416	LF Lee Financial Dallas, Texas	$150K	+$147K	1	0.04%	New
1417	WWM Willingdon Wealth Management Huntersville, North Carolina	$150K	-$109K	1	0.04%	Reduced
1418	AW Alpha Windward Westwood, Massachusetts	$149K	$0	1	0.1%	Maintained
1419	Farmers & Merchants Investments Inc Lincoln, Nebraska	$145K	+$3.11K	2	0.01%	Increased
1420	AIA Arcadia Investment Advisors Eagle, Idaho	$144K	-$32.4K	1	0.11%	Reduced
1421	AP Arlington Partners Birmingham, Alabama	$134K	+$131K	1	0.1%	New
1422	HAM Highstreet Asset Management London, Ontario, Canada	$133K	+$130K	1	0.01%	New
1423	AOWM Alpha Omega Wealth Management Richmond, Virginia	$132K	$0	1	0.06%	Maintained
1424	CWA Clarus Wealth Advisors Peoria, Arizona	$132K	+$620	1	0.1%	Increased
1425	RFA Reilly Financial Advisors La Mesa, California	$128K	-$8.37K	2	0.02%	Reduced