← 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	OSNBOA Old Second National Bank of Aurora Aurora, Illinois	$27K	+$14K	1	0.01%	Increased
1727	FCB First Command Bank Fort Worth, Texas	$26K	$0	1	0.01%	Maintained
1728	FCFS First Command Financial Services Fort Worth, Texas	$26K	$0	1	0.01%	Maintained
1729	SIS Sound Income Strategies Ft Lauderdale, Florida	$25K	+$11.8K	1	0.01%	Increased
1730	CHA Carmichael Hill & Associates Gaithersburg, Maryland	$24K	+$23.6K	2	0.02%	New
1731	TFA Tobias Financial Advisors Plantation, Florida	$24K	+$23.5K	1	0.02%	New
1732	MSFP Mark Sheptoff Financial Planning Glastonbury, Connecticut	$22K	-$27.3K	2	0.01%	Reduced
1733	RWM Raffa Wealth Management Washington, District of Columbia	$21.4K	$0	2	0.01%	Maintained
1734	BAM Bellevue Asset Management Bellevue, Washington	$21K	+$20.7K	1	0.02%	New
1735	Benjamin Edwards Inc Clayton, Missouri	$21K	+$5.02K	1	0.04%	Increased
1736	JWBC John W. Brooker & Co Oakland, California	$21K	+$20.2K	1	0.01%	New
1737	SC Steph & Co Marinette, Wisconsin	$21K	+$19.9K	1	0.02%	New
1738	SWM Selective Wealth Management Forest, Virginia	$19K	$0	2	0.02%	Maintained
1739	FIB First Interstate Bank Billings, Montana	$18K	$0	1	0%	Maintained
1740	VRM Vectors Research Management New York	$17K	+$9.25K	1	0.01%	Increased
1741	ECM Estabrook Capital Management New York	$16.3K	+$15.7K	1	0%	New
1742	CAL Capital Advisors Ltd Shaker Heights, Ohio	$16K	$0	1	0%	Maintained
1743	H Hexavest Montreal, Quebec, Canada	$16K	$0	1	0%	Maintained
1744	BHWM Bay Harbor Wealth Management Hunt Valley, Maryland	$15K	+$1.25K	1	0.01%	Increased
1745	SWM Sugarloaf Wealth Management Duluth, Georgia	$15K	+$15.2K	2	0.01%	New
1746	Kayne Anderson Rudnick Investment Management Los Angeles, California	$14K	+$2.82K	1	0%	Increased
1747	LPWM Lake Point Wealth Management Rockwall, Texas	$14K	+$14K	2	0%	New
1748	TWP TFO Wealth Partners Maumee, Ohio	$14K	+$13.2K	1	0.01%	New
1749	PK Pflug Koory Omaha, Nebraska	$13K	+$3.13K	1	0.01%	Increased
1750	AIS Accurate Investment Solutions Seven Fields, Pennsylvania	$11K	$0	2	0.01%	Maintained