← 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	HRC Hoertkorn Richard Charles	$74K	$0	1	0.05%	Maintained
1502	WPA West Paces Advisors Atlanta, Georgia	$72.3K	+$16.9K	2	0.04%	Increased
1503	WOC West Oak Capital Westlake Village, California	$72K	$0	2	0.04%	Maintained
1504	BDWM Brewin Dolphin Wealth Management Conskleagh, Dublin, Ireland	$71.1K	$0	1	0.04%	Maintained
1505	RFA Reilly Financial Advisors La Mesa, California	$70K	-$57K	1	0.01%	Reduced
1506	MassMutual Private Wealth & Trust Windsor, Connecticut	$69K	+$13K	2	0%	Increased
1507	HDIM Hanson & Doremus Investment Management Burlington, Vermont	$67K	$0	1	0.02%	Maintained
1508	RMC Resources Management Corp West Hartford, Connecticut	$67K	+$68.4K	1	0.01%	New
1509	Citizens Financial Group Providence, Rhode Island	$64K	+$10.3K	2	0%	Increased
1510	GWS Glassman Wealth Services Vienna, Virginia	$64K	+$7.85K	3	0.03%	Increased
1511	BWP Baldwin Wealth Partners Marion, Massachusetts	$61K	-$3.65K	1	0.01%	Reduced
1512	CA Centerpoint Advisors Needham, Massachusetts	$61K	$0	1	0.05%	Maintained
1513	CAC Certified Advisory Corp Altamonte Springs, Florida	$61K	+$26.6K	2	0.02%	Increased
1514	CIM Contravisory Investment Management Norwell, Massachusetts	$59K	-$4.59M	1	0.02%	Reduced
1515	SIAP Sterling Investment Advisors (Pennsylvania) Berwyn, Pennsylvania	$59K	$0	1	0.03%	Maintained
1516	AWM AllSquare Wealth Management Albany, New York	$55K	$0	1	0.04%	Maintained
1517	IFAM Institutional & Family Asset Management Fort Collins, Colorado	$55K	-$15.9K	2	0.01%	Reduced
1518	WAP Wealthcare Advisory Partners West Chester, Pennsylvania	$55K	-$4.56K	2	0.01%	Reduced
1519	SIA SeaBridge Investment Advisors Summit, New Jersey	$54K	-$14.1K	1	0.02%	Reduced
1520	Larson Financial Group St Louis, Missouri	$52K	+$11.3K	1	0.03%	Increased
1521	PO Private Ocean San Rafael, California	$50K	+$39.7K	2	0.01%	Increased
1522	ATC Adirondack Trust Company Saratoga Springs, New York	$49K	+$7.29K	1	0.03%	Increased
1523	PCTC Perkins Coie Trust Company Seattle, Washington	$47K	$0	1	0.02%	Maintained
1524	TFO Tarbox Family Office Newport Beach, California	$47K	$0	2	0.01%	Maintained
1525	MSFP Mark Sheptoff Financial Planning Glastonbury, Connecticut	$46K	+$20.2K	2	0.03%	Increased