← 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
1576	Ritholtz Wealth Management New York	$205K	+$198K	1	0.03%	New
1577	PFG PAX Financial Group San Antonio, Texas	$204K	+$150K	1	0.09%	New
1578	RMC Regis Management Company Menlo Park, California	$204K	+$193K	1	0.03%	New
1579	SFG Sather Financial Group Victoria, Texas	$204K	+$197K	1	0.03%	New
1580	GD Grandfield & Dodd New York	$203K	+$195K	1	0.02%	New
1581	TAM Tradition Asset Management Richmond, Virginia	$203K	+$196K	1	0.05%	New
1582	PA Paragon Advisors College Station, Texas	$201K	+$177K	1	0.22%	New
1583	LNB Ledyard National Bank	$200K	+$193K	1	0.02%	New
1584	BWA BDO Wealth Advisors Jacksonville, Florida	$198K	$0	1	0.05%	Maintained
1585	CH Canton Hathaway Providence, Rhode Island	$195K	$0	1	0.1%	Maintained
1586	PCA Peddock Capital Advisors Braintree, Massachusetts	$195K	+$188K	1	0.1%	New
1587	FGAM Financial Gravity Asset Management Lakeway, Texas	$191K	$0	2	0.13%	Maintained
1588	FPFS First Personal Financial Services Charlotte, North Carolina	$191K	-$150K	2	0.06%	Reduced
1589	JFA JNBA Financial Advisors Bloomington, Minnesota	$191K	+$15.5K	1	0.04%	Increased
1590	RIA Realta Investment Advisors Wilmington, Delaware	$186K	-$22.7K	2	0.05%	Reduced
1591	FRA Front Row Advisors Tiburon, California	$184K	+$8.44K	2	0.12%	Increased
1592	Farmers & Merchants Investments Inc Lincoln, Nebraska	$180K	+$22.6K	3	0.01%	Increased
1593	CWA Capital Wealth Alliance Scottsdale, Arizona	$177K	+$152K	1	0.15%	New
1594	FIA FNY Investment Advisers New York	$175K	+$166K	2	0.05%	Increased
1595	Arax Advisory Partners Denver, Colorado	$172K	+$2.68K	2	0.05%	Increased
1596	ALAM Asahi Life Asset Management Tokyo, Japan	$172K	-$647K	1	0.03%	Reduced
1597	BWM Baystate Wealth Management Boston, Massachusetts	$165K	$0	1	0.02%	Maintained
1598	SIC Samalin Investment Counsel Chappaqua, New York	$162K	+$156K	1	0.14%	New
1599	1IA 1834 Investment Advisors Milwaukee, Wisconsin	$155K	$0	1	0.02%	Maintained
1600	LF Lee Financial Dallas, Texas	$155K	$0	1	0.03%	Maintained