← 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
1426	MCF Advisors Covington, Kentucky	$12K	$0	1	0%	Maintained
1427	BHWM Bay Harbor Wealth Management Hunt Valley, Maryland	$11K	+$11.3K	1	0.01%	New
1428	OC Oakworth Capital Birmingham, Alabama	$11K	$0	1	0%	Maintained
1429	BI Bramshill Investments Naples, Florida	$10K	$0	1	0%	Maintained
1430	IAS IMA Advisory Services Denver, Colorado	$10K	$0	1	0%	Maintained
1431	PFC Phocas Financial Corp Alameda, California	$10K	+$9.63K	1	0%	New
1432	PO Private Ocean San Rafael, California	$10K	$0	1	0%	Maintained
1433	AWM AllSquare Wealth Management Albany, New York	$9K	+$3.85K	1	0.01%	Increased
1434	CT Clearstead Trust Portland, Maine	$9K	-$5.5K	1	0.01%	Reduced
1435	ME McIlrath & Eck Arlington, Washington	$9K	-$6.46K	1	0.01%	Reduced
1436	Pacer Advisors Malvern, Pennsylvania	$9K	-$6.87M	1	0%	Reduced
1437	ED Exane Derivatives Paris, France	$8.37K	-$133K	1	0%	Reduced
1438	BAM Bruderman Asset Management Locust Valley, New York	$8K	+$8.53K	1	0%	New
1439	EI Ellevest Inc New York	$8K	+$8.25K	1	0%	New
1440	FWM Focused Wealth Management Newburgh, New York	$8K	+$8.25K	1	0%	New
1441	LGWM Litman Gregory Wealth Management Larkspur, California	$8K	$0	1	0%	Maintained
1442	MCM MV Capital Management Bethesda, Maryland	$8K	$0	1	0%	Maintained
1443	OFW Omnia Family Wealth Aventura, Florida	$8K	+$5.37K	2	0%	Increased
1444	PK Pflug Koory Omaha, Nebraska	$8K	$0	1	0.01%	Maintained
1445	HI Human Investing Lake Oswego, Oregon	$7K	+$6.74K	1	0%	New
1446	PCM Princeton Capital Management Red Bank, New Jersey	$7K	+$6.88K	1	0%	New
1447	WA WealthTrust-Arizona Scottsdale, Arizona	$7K	$0	1	0%	Maintained
1448	Brinker Capital Investments Berwyn, Pennsylvania	$6K	$0	1	0%	Maintained
1449	CJA C-J Advisory San Jose, California	$6K	$0	1	0%	Maintained
1450	SWP Strategic Wealth Partners Independence, Ohio	$6K	+$5.78K	1	0%	New