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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
1751	IWA Intercontinental Wealth Advisors San Antonio, Texas	$11K	-$5.02K	1	0.01%	Reduced
1752	TIM Tortoise Investment Management White Plains, New York	$11K	$0	2	0%	Maintained
1753	CFD Creative Financial Designs Kokomo, Indiana	$10K	$0	1	0%	Maintained
1754	HWM HighMark Wealth Management St. Paul, Minnesota	$10K	+$10.3K	2	0.01%	New
1755	MCM MV Capital Management Bethesda, Maryland	$10K	$0	1	0%	Maintained
1756	AIC Archer Investment Corporation Carmel, Indiana	$9K	$0	1	0%	Maintained
1757	BC Barnett & Company Chattanooga, Tennessee	$8K	$0	1	0%	Maintained
1758	Brinker Capital Investments Berwyn, Pennsylvania	$8K	$0	1	0%	Maintained
1759	CMA Cedar Mountain Advisors Lake Oswego, Oregon	$8K	+$7.84K	1	0%	New
1760	DI Disciplined Investments Tulsa, Oklahoma	$8K	+$7.76K	2	0.01%	New
1761	LWM Lionsbridge Wealth Management Jacksonville Beach, Florida	$8K	+$8.5K	2	0.01%	New
1762	Sageworth Trust Lancaster, Pennsylvania	$8K	+$7.84K	1	0%	New
1763	Altshuler Shaham Tel Aviv, Israel	$7K	+$4.23K	2	0%	Increased
1764	AP Atwood & Palmer Kansas City, Missouri	$7K	$0	1	0%	Maintained
1765	FNBOSM First National Bank of South Miami South Miami, Florida	$7K	$0	1	0.01%	Maintained
1766	CA CXI Advisors Auburn, Indiana	$6K	+$5.75K	1	0.01%	New
1767	HGWM Harvest Group Wealth Management Waltham, Massachusetts	$6K	-$34K	1	0.01%	Reduced
1768	JWA JFS Wealth Advisors Hermitage, Pennsylvania	$6K	$0	2	0%	Maintained
1769	NCM New Capital Management Houston, Texas	$6K	+$5.49K	1	0.01%	New
1770	WLPWM Walled Lake Planning & Wealth Management Winnetka, Illinois	$6K	+$5.64K	1	0%	New
1771	BCM Bourgeon Capital Management Darien, Connecticut	$5K	$0	1	0%	Maintained
1772	HWM Howard Wealth Management Madison, Connecticut	$5K	+$5.02K	1	0%	New
1773	MWA Moser Wealth Advisors Bellevue, Washington	$5K	+$5.17K	1	0%	New
1774	IWP IAG Wealth Partners Waukesha, Wisconsin	$4K	+$3.13K	1	0%	New
1775	Advisory Alpha Holland, Michigan	$3.86K	-$24.9K	1	0%	Reduced