← 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
1526	Walleye Capital New York	$38K	+$36.8K	1	0%	New
1527	CAC Certified Advisory Corp Altamonte Springs, Florida	$37K	-$7.84K	1	0.01%	Reduced
1528	HGWM Harvest Group Wealth Management Waltham, Massachusetts	$37K	-$2.37K	2	0.05%	Reduced
1529	HR Howe & Rusling Rochester, New York	$37K	$0	1	0.01%	Maintained
1530	AIM Anchor Investment Management Columbia, South Carolina	$36K	$0	1	0.01%	Maintained
1531	LJHT Laurie J. Hall Trustee	$35K	$0	1	0.02%	Maintained
1532	TNBTD Trustmark National Bank Trust Department Jackson, Mississippi	$35K	$0	2	0%	Maintained
1533	APC Aspire Private Capital Cornelius, North Carolina	$33K	-$207	2	0.02%	Reduced
1534	CT Clearstead Trust Portland, Maine	$31K	+$9.72K	2	0.02%	Increased
1535	KFS Kelly Financial Services Braintree, Massachusetts	$30.9K	+$8.02K	2	0.03%	Increased
1536	EIP Ellis Investment Partners Berwyn, Pennsylvania	$30K	+$31.3K	1	0.01%	New
1537	JWM Janiczek Wealth Management Denver, Colorado	$30K	$0	1	0.01%	Maintained
1538	FGAM Financial Gravity Asset Management Lakeway, Texas	$29K	$0	2	0.02%	Maintained
1539	Simon Quick Advisors Morristown, New Jersey	$28.5K	+$29.3K	2	0.01%	New
1540	PWP Personal Wealth Partners Bloomington, Minnesota	$28K	+$28.7K	1	0.01%	New
1541	CHC City Holding Co Charleston, West Virginia	$27K	$0	1	0.01%	Maintained
1542	CA Crewe Advisors Salt Lake City, Utah	$27K	$0	1	0.01%	Maintained
1543	WCG Weaver Consulting Group Huntington Beach, California	$27K	$0	2	0.01%	Maintained
1544	MSFP Mark Sheptoff Financial Planning Glastonbury, Connecticut	$26K	$0	1	0.02%	Maintained
1545	TF TimeScale Financial Danvers, Massachusetts	$26K	+$25K	2	0.01%	New
1546	FCB First Command Bank Fort Worth, Texas	$24K	-$27K	1	0.01%	Reduced
1547	FCFS First Command Financial Services Fort Worth, Texas	$24K	-$27K	1	0.01%	Reduced
1548	SCA Stonebridge Capital Advisors St Paul, Minnesota	$24K	+$24.8K	1	0%	New
1549	CJA C-J Advisory San Jose, California	$21K	$0	1	0.01%	Maintained
1550	Harding Loevner Bridgewater, New Jersey	$20K	$0	1	0%	Maintained