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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
1876	OAM Occidental Asset Management Burlingame, California	$457K	+$10.9K	1	0.15%	Increased
1877	GAMC Garner Asset Management Corp Plano, Texas	$456K	$0	1	0.25%	Maintained
1878	JIC Joel Isaacson & Co New York	$455K	+$421K	2	0.04%	New
1879	NF Nikulski Financial Bettendorf, Iowa	$452K	-$12.2K	1	0.25%	Reduced
1880	VC Veracity Capital Atlanta, Georgia	$451K	+$10K	2	0.23%	Increased
1881	AWM Accel Wealth Management Waverly, Iowa	$450K	+$492K	1	0.42%	New
1882	FPF First Pacific Financial Vancouver, Washington	$450K	+$492K	1	0.27%	New
1883	SHWM Silicon Hills Wealth Management Austin, Texas	$450K	-$66.9K	1	0.41%	Reduced
1884	VNA Valley National Advisers Bethlehem, Pennsylvania	$450K	-$5.84K	3	0.09%	Reduced
1885	Magellan Asset Management Sydney, Australia	$449K	+$341K	2	0%	Increased
1886	FMTC Farmers & Merchants Trust Company Long Beach, California	$447K	-$1.46K	1	0.17%	Reduced
1887	VFM Vivid Financial Management Orcutt, California	$446K	+$488K	1	0.22%	New
1888	AWM Aevitas Wealth Management Wellesley Hills, Massachusetts	$445K	+$86.3K	1	0.33%	Increased
1889	AC Alley Company Lake Forest, Illinois	$445K	$0	1	0.09%	Maintained
1890	Palisade Capital Management Fort Lee, New Jersey	$445K	+$486K	1	0.01%	New
1891	CSA Cottage Street Advisors Marion, Massachusetts	$443K	+$484K	1	0.41%	New
1892	CCIA Campbell & Co Investment Adviser Baltimore, Maryland	$442K	+$422K	1	0.27%	New
1893	Park National Corp Newark, Ohio	$442K	+$104K	1	0.02%	Increased
1894	ACP Ashfield Capital Partners San Francisco, California	$441K	+$287K	1	0.04%	Increased
1895	NAM North American Management Boston, Massachusetts	$441K	$0	1	0.06%	Maintained
1896	SIM Sonora Investment Management Tucson, Arizona	$440K	+$80.5K	3	0.04%	Increased
1897	DAM Draper Asset Management Smithtown, New York	$436K	+$331K	1	0.44%	New
1898	EWA Encompass Wealth Advisors Portland, Oregon	$436K	+$477K	1	0.25%	New
1899	IFG Advisory Atlanta, Georgia	$435K	-$46K	1	0.06%	Reduced
1900	HCA Hyperion Capital Advisors New York	$430K	$0	1	0.17%	Maintained