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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
1451	BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark	$122K	+$117K	1	0.01%	New
1452	KPCM Kings Point Capital Management Great Neck, New York	$122K	+$10K	1	0.02%	Increased
1453	AI ArchPoint Investors Coral Gables, Florida	$117K	$0	1	0.04%	Maintained
1454	AC Avestar Capital New York	$116K	$0	2	0.07%	Maintained
1455	FIB First Interstate Bank Billings, Montana	$114K	+$14.6K	1	0.03%	Increased
1456	PVH Psagot Value Holdings Tel Aviv, Israel	$114K	+$33.5K	1	0%	Increased
1457	SMG Spectrum Management Group Indianapolis, Indiana	$114K	+$35.5K	2	0.03%	Increased
1458	SMFS Squar Milner Financial Services Irvine, California	$114K	-$5.93K	3	0.08%	Reduced
1459	Hillsdale Investment Management Toronto, Ontario, Canada	$112K	$0	1	0.01%	Maintained
1460	CFN Cordasco Financial Network Naples, Florida	$110K	$0	2	0.11%	Maintained
1461	VCM Versant Capital Management Phoenix, Arizona	$108K	+$77.6K	3	0.05%	Increased
1462	WWM Willingdon Wealth Management Huntersville, North Carolina	$104K	-$40.7K	1	0.02%	Reduced
1463	AW Alpha Windward Westwood, Massachusetts	$103K	-$64.4K	1	0.07%	Reduced
1464	DWM Doyle Wealth Management St. Petersburg, Florida	$103K	+$106K	1	0.01%	New
1465	OC Oakworth Capital Birmingham, Alabama	$103K	+$32.6K	1	0.02%	Increased
1466	Stephens Investment Management Group Houston, Texas	$103K	$0	1	0%	Maintained
1467	AssetMark Inc Concord, California	$102K	+$6.62K	1	0%	Increased
1468	MRCM M&R Capital Management Summit, New Jersey	$98K	+$47K	1	0.02%	Increased
1469	FNB Farmers National Bank Danville, Kentucky	$95K	+$97.9K	1	0.05%	New
1470	SLF Sun Life Financial Toronto, Ontario, Canada	$94K	-$108K	1	0.02%	Reduced
1471	MUFG Americas New York	$92K	-$59.9K	1	0%	Reduced
1472	BCM Blume Capital Management Berkeley, California	$91K	$0	1	0.05%	Maintained
1473	FWM Focused Wealth Management Newburgh, New York	$91K	$0	1	0.02%	Maintained
1474	GAM GQ Asset Management New York City, New York	$84K	$0	1	0.05%	Maintained
1475	WCM Wealthcare Capital Management Richmond, Virginia	$82K	+$78.8K	1	0.01%	New