← 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
1476	Bartlett & Co Cincinnati, Ohio	$58K	+$28.6K	2	0%	Increased
1477	LWA Lenox Wealth Advisors New York	$58K	$0	2	0.01%	Maintained
1478	MRCM M&R Capital Management Summit, New Jersey	$58K	-$46.5K	1	0.01%	Reduced
1479	Bartlett & Co Wealth Management Cincinnati, Ohio	$57.8K	+$28.6K	2	0%	Increased
1480	WAP Wealthcare Advisory Partners West Chester, Pennsylvania	$57K	+$9.92K	2	0.01%	Increased
1481	CHP Cable Hill Partners Portland, Oregon	$55K	$0	2	0.02%	Maintained
1482	AWM Avondale Wealth Management West Lake Hills, Texas	$52K	+$19K	2	0.04%	Increased
1483	FCB First Command Bank Fort Worth, Texas	$52K	$0	2	0.03%	Maintained
1484	FCFS First Command Financial Services Fort Worth, Texas	$52K	$0	2	0.03%	Maintained
1485	PCTC Perkins Coie Trust Company Seattle, Washington	$51K	$0	1	0.02%	Maintained
1486	GWS Glassman Wealth Services Vienna, Virginia	$49K	+$22.9K	3	0.02%	Increased
1487	TFO Tarbox Family Office Newport Beach, California	$49K	$0	2	0.02%	Maintained
1488	CAC Certified Advisory Corp Altamonte Springs, Florida	$46K	$0	1	0.02%	Maintained
1489	PGWM Parisi Gray Wealth Management Mendham, New Jersey	$46K	$0	1	0.03%	Maintained
1490	PCA Providence Capital Advisors Charlotte, North Carolina	$46K	$0	1	0.03%	Maintained
1491	ATC Adirondack Trust Company Saratoga Springs, New York	$45K	+$1.55K	1	0.03%	Increased
1492	Cohen & Steers New York	$45K	+$8.99K	1	0%	Increased
1493	OSNBOA Old Second National Bank of Aurora Aurora, Illinois	$44K	+$11.9K	1	0.02%	Increased
1494	BAMG Brand Asset Management Group Chesterfield, Missouri	$43K	+$41.6K	2	0.03%	New
1495	NCM Next Capital Management New York	$43K	-$13.2K	2	0.04%	Reduced
1496	AWM AllSquare Wealth Management Albany, New York	$42K	+$31K	1	0.03%	Increased
1497	BFC Bedel Financial Consulting Indianapolis, Indiana	$41K	+$8.68K	1	0.03%	Increased
1498	HGWM Harvest Group Wealth Management Waltham, Massachusetts	$41K	+$39.1K	2	0.04%	New
1499	TVWM Tower View Wealth Management Shorewood, Wisconsin	$41K	+$9.3K	1	0.04%	Increased
1500	CX Institutional Auburn, Indiana	$40K	+$32.8K	2	0.01%	Increased