← 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
1726	KFI Key Financial Inc West Chester, Pennsylvania	$2.81M	-$279K	3	0.46%	Reduced
1727	BFA Brendel Financial Advisors Hanover, New Hampshire	$2.81M	+$38.2K	1	1.3%	Increased
1728	WCA Westover Capital Advisors Wilmington, Delaware	$2.81M	-$17.8K	2	0.47%	Reduced
1729	MLTEF Metatron Long Term Equity Fund Birkirkara,	$2.81M	+$2.89M	2	1.27%	New
1730	FFG Fiduciary Financial Group San Rafael, California	$2.79M	+$403K	3	0.32%	Increased
1731	GSWM Golden State Wealth Management Santa Ana, California	$2.78M	+$2.59K	4	0.25%	Increased
1732	ACA Arsenal Capital Advisors Conshohocken, Pennsylvania	$2.78M	+$184K	1	1.64%	Increased
1733	AFAS Acorn Financial Advisory Services Reston, Virginia	$2.78M	-$182K	3	0.37%	Reduced
1734	AAA American Alpha Advisors New York	$2.78M	+$991K	2	1.5%	Increased
1735	PTC Private Trust Company Cleveland, Ohio	$2.78M	-$780K	5	0.22%	Reduced
1736	DCA DB&C Advisors Holland, Michigan	$2.77M	-$488K	1	3%	Reduced
1737	SWP Strategic Wealth Partners Independence, Ohio	$2.77M	-$6M	5	0.17%	Reduced
1738	Partners Capital Investment Group Boston, Massachusetts	$2.75M	-$388K	2	0.1%	Reduced
1739	MCA Magnolia Capital Advisors Jackson, Mississippi	$2.75M	+$219K	2	0.47%	Increased
1740	HA HHLR Advisors Grand Cayman, Cayman Islands	$2.75M	$0	1	0.33%	Maintained
1741	SIP Stoneridge Investment Partners Radnor, Pennsylvania	$2.75M	$0	2	1.8%	Maintained
1742	WA Wealth Architects Mountain View, California	$2.74M	-$347K	1	0.22%	Reduced
1743	CWP Concord Wealth Partners Abingdon, Virginia	$2.74M	-$888K	3	0.31%	Reduced
1744	IRAG Investment Research & Advisory Group Atlanta, Georgia	$2.74M	+$135K	3	0.85%	Increased
1745	EPW Elevated Private Wealth Brookfield, Wisconsin	$2.73M	+$2.91M	2	2.59%	New
1746	PAI Pittenger & Anderson Inc Lincoin, Nebraska	$2.73M	+$697K	3	0.1%	Increased
1747	TFS Thoroughbred Financial Services Brentwood, Tennessee	$2.73M	-$4.01M	3	0.13%	Reduced
1748	Apella Capital West Hartford, Connecticut	$2.72M	-$102K	2	0.04%	Reduced
1749	FFBTD First Financial Bank - Trust Division Hamilton, Ohio	$2.71M	-$567K	1	0.19%	Reduced
1750	LG Lane Generational Dover, Massachusetts	$2.71M	-$1.01M	1	2.38%	Reduced