← 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
1751	CP Camelot Portfolios Maumee, Ohio	$211K	+$190K	1	0.14%	New
1752	LBA Lowell Blake & Associates Boston, Massachusetts	$211K	+$190K	1	0.2%	New
1753	CFN Cordasco Financial Network Naples, Florida	$210K	+$130K	2	0.19%	Increased
1754	BWM Baystate Wealth Management Boston, Massachusetts	$209K	+$17.4K	1	0.02%	Increased
1755	GA GFS Advisors Houston, Texas	$209K	+$188K	1	0.06%	New
1756	TSS Two Sigma Securities New York	$209K	-$743K	1	0%	Reduced
1757	WAP Wealthcare Advisory Partners West Chester, Pennsylvania	$209K	+$108K	1	0.03%	Increased
1758	Capital Investment Advisors Atlanta, Georgia	$208K	+$187K	1	0.01%	New
1759	First Horizon Advisors Memphis, Tennessee	$207K	+$12.5K	2	0.02%	Increased
1760	KOMWMG Kerntke Otto McGlone Wealth Management Group Appleton, Wisconsin	$206K	+$185K	1	0.19%	New
1761	RGC Roberts, Glore & Co Deerfield, Illinois	$206K	+$186K	1	0.08%	New
1762	NWP Northstar Wealth Partners West Hartford, Connecticut	$205K	+$185K	1	0.09%	New
1763	APW Austin Private Wealth Austin, Texas	$204K	+$183K	1	0.09%	New
1764	Burney Company Reston, Virginia	$204K	-$127K	1	0.01%	Reduced
1765	GW & Wade Wellesley, Massachusetts	$203K	+$183K	1	0.02%	New
1766	LIA LBMC Investment Advisors Brentwood, Tennessee	$203K	-$126K	1	0.03%	Reduced
1767	SNBOSD Security National Bank of So Dak Sioux City, Iowa	$202K	+$182K	1	0.23%	New
1768	TC Truvestments Capital Sarasota, Florida	$202K	+$165K	1	0.21%	Increased
1769	UCMOK United Capital Management of KS Salina, Kansas	$202K	+$182K	1	0.12%	New
1770	AssetMark Inc Concord, California	$197K	+$17.9K	2	0%	Increased
1771	RCA Ranch Capital Advisors Sarasota, Florida	$192K	-$46.5K	1	0.15%	Reduced
1772	FP Financial Perspectives Minneapolis, Minnesota	$190K	$0	1	0.14%	Maintained
1773	RBC Roble Belko & Company Sewickley, Pennsylvania	$187K	$0	2	0.06%	Maintained
1774	CX Institutional Auburn, Indiana	$186K	+$112K	3	0.02%	Increased
1775	PWMG Prestige Wealth Management Group Flemington, New Jersey	$185K	-$129K	2	0.07%	Reduced