← 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	RFWA RPg Family Wealth Advisory Burlington, Massachusetts	$81.5K	$0	1	0.05%	Maintained
1477	LWA Lenox Wealth Advisors New York	$81K	+$17.4K	2	0.01%	Increased
1478	DSC Duncker Streett & Co St. Louis, Missouri	$77K	-$74K	1	0.02%	Reduced
1479	EARNEST Partners Atlanta, Georgia	$77K	$0	3	0%	Maintained
1480	ANBT American National Bank & Trust Wichita Falls, Texas	$76K	+$78.4K	1	0.02%	New
1481	EWM Endurance Wealth Management Providence, Rhode Island	$76K	-$15.7K	1	0.01%	Reduced
1482	HRC Hoertkorn Richard Charles	$76K	$0	1	0.05%	Maintained
1483	WOC West Oak Capital Westlake Village, California	$75K	$0	2	0.04%	Maintained
1484	SFG SevenBridge Financial Group Harrisburg, Pennsylvania	$74K	$0	1	0.03%	Maintained
1485	IFAM Institutional & Family Asset Management Fort Collins, Colorado	$73K	+$7.87K	2	0.02%	Increased
1486	SIA SeaBridge Investment Advisors Summit, New Jersey	$73K	-$105K	1	0.02%	Reduced
1487	BDWM Brewin Dolphin Wealth Management Conskleagh, Dublin, Ireland	$72.7K	+$14.7K	1	0.04%	Increased
1488	HI Hudock Inc Williamsport, Pennsylvania	$72K	+$14.6K	2	0.03%	Increased
1489	MF Manchester Financial Westlake Village, California	$72K	+$72.4K	2	0.03%	New
1490	HDIM Hanson & Doremus Investment Management Burlington, Vermont	$68K	$0	1	0.02%	Maintained
1491	MUS Mitsubishi UFJ Securities Tokyo, Japan	$67K	-$113K	1	0.22%	Reduced
1492	BWP Baldwin Wealth Partners Marion, Massachusetts	$66K	+$3.76K	1	0.01%	Increased
1493	CA Centerpoint Advisors Needham, Massachusetts	$66K	$0	1	0.05%	Maintained
1494	IWA IBEX Wealth Advisors Bedminster, New Jersey	$63K	+$66K	1	0.02%	New
1495	GFPC Global Financial Private Capital Sarasota, Florida	$61K	-$1.53M	1	0%	Reduced
1496	SIM Sonora Investment Management Tucson, Arizona	$61K	+$4.39K	1	0.01%	Increased
1497	SIAP Sterling Investment Advisors (Pennsylvania) Berwyn, Pennsylvania	$61K	$0	1	0.03%	Maintained
1498	WAP Wealthcare Advisory Partners West Chester, Pennsylvania	$60K	+$4.7K	2	0.01%	Increased
1499	MassMutual Private Wealth & Trust Windsor, Connecticut	$59K	-$2.35K	2	0%	Reduced
1500	GWS Glassman Wealth Services Vienna, Virginia	$58K	+$9.6K	3	0.02%	Increased