← 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
1501	FCMT Founders Capital Management (Texas) Houston, Texas	$40K	$0	1	0.04%	Maintained
1502	KIG Kessler Investment Group Columbus, Indiana	$40K	+$38.7K	1	0.04%	New
1503	SFA Semmax Financial Advisors Winston Salem, North Carolina	$39K	-$2.63K	1	0.03%	Reduced
1504	HR Howe & Rusling Rochester, New York	$38K	$0	1	0.01%	Maintained
1505	AIM Anchor Investment Management Columbia, South Carolina	$37.5K	+$30.2K	1	0.01%	Increased
1506	LJHT Laurie J. Hall Trustee	$36K	-$3.1K	1	0.02%	Reduced
1507	NWM Northwest Wealth Management Spencer, Iowa	$36K	$0	1	0.03%	Maintained
1508	TNBTD Trustmark National Bank Trust Department Jackson, Mississippi	$36K	+$31K	2	0%	Increased
1509	APC Aspire Private Capital Cornelius, North Carolina	$35K	-$7.09K	2	0.02%	Reduced
1510	ADL Asset Dedication LLC San Francisco, California	$35K	+$10.5K	1	0.01%	Increased
1511	VCM Versant Capital Management Phoenix, Arizona	$34K	+$3.74K	3	0.01%	Increased
1512	PWM PRW Wealth Management Quincy, Massachusetts	$33K	$0	2	0.03%	Maintained
1513	CIAS Capital Investment Advisory Services Raleigh, North Carolina	$32K	+$4.65K	2	0.01%	Increased
1514	JWM Janiczek Wealth Management Denver, Colorado	$32K	+$31K	1	0.02%	New
1515	Larson Financial Group St Louis, Missouri	$30K	-$775	2	0.02%	Reduced
1516	CA Crewe Advisors Salt Lake City, Utah	$29K	$0	1	0.01%	Maintained
1517	CHC City Holding Co Charleston, West Virginia	$28K	$0	1	0.01%	Maintained
1518	MSFP Mark Sheptoff Financial Planning Glastonbury, Connecticut	$28K	$0	1	0.02%	Maintained
1519	Citizens Financial Group Providence, Rhode Island	$27K	+$26.5K	1	0%	New
1520	CB Community Bank Dewitt, New York	$27K	$0	1	0.01%	Maintained
1521	FGAM Financial Gravity Asset Management Lakeway, Texas	$27K	+$23.5K	2	0.02%	New
1522	MSA Marino Stram & Associates Braintree, Massachusetts	$27K	+$1.32K	2	0.02%	Increased
1523	WCG Weaver Consulting Group Huntington Beach, California	$27K	+$26.2K	2	0.01%	New
1524	LFA Legacy Financial Advisors Covington, Kentucky	$25K	+$10.8K	1	0.01%	Increased
1525	KFS Kelly Financial Services Braintree, Massachusetts	$23.8K	+$23.3K	1	0.03%	New