← 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
1901	OSNBOA Old Second National Bank of Aurora Aurora, Illinois	$14K	$0	1	0%	Maintained
1902	BBA Braun-Bostich & Associates Canonsburg, Pennsylvania	$13K	+$3.88K	2	0.01%	Increased
1903	CWC Carolinas Wealth Consulting Charlotte, North Carolina	$12K	+$11.1K	2	0%	New
1904	BSAM Blue Square Asset Management New York	$11K	+$10.1K	1	0.01%	New
1905	VRM Vectors Research Management New York	$11K	-$9K	1	0%	Reduced
1906	AP Atwood & Palmer Kansas City, Missouri	$10K	$0	1	0%	Maintained
1907	HWM HighMark Wealth Management St. Paul, Minnesota	$10K	-$706	2	0.01%	Reduced
1908	RIM Ranger Investment Management Dallas, Texas	$10K	-$2.36K	1	0%	Reduced
1909	Sageworth Trust Lancaster, Pennsylvania	$10K	+$1.03K	2	0%	Increased
1910	WLPWM Walled Lake Planning & Wealth Management Winnetka, Illinois	$10K	+$3.37K	1	0.01%	Increased
1911	BC Barnett & Company Chattanooga, Tennessee	$9K	$0	1	0.01%	Maintained
1912	CMA Cedar Mountain Advisors Lake Oswego, Oregon	$9K	$0	1	0%	Maintained
1913	TD Ameritrade Investment Management Omaha, Nebraska	$9K	+$706	1	0%	Increased
1914	FNBOSM First National Bank of South Miami South Miami, Florida	$8K	$0	1	0.01%	Maintained
1915	ARMC American Research & Management Company Marion, Massachusetts	$6K	+$5.78K	2	0%	New
1916	BCH Berkshire Capital Holdings San Jose, California	$6K	$0	2	0%	Maintained
1917	BCM Bourgeon Capital Management Darien, Connecticut	$6K	$0	1	0%	Maintained
1918	MWA Moser Wealth Advisors Bellevue, Washington	$6K	$0	1	0.01%	Maintained
1919	WAMC Western Asset Management Company Pasadena, California	$6K	+$4.72K	1	0%	New
1920	CWA Carolina Wealth Advisors Myrtle Beach, South Carolina	$5K	$0	1	0%	Maintained
1921	HGWM Harvest Group Wealth Management Waltham, Massachusetts	$5K	+$5.05K	2	0%	Increased
1922	LFG LifePlan Financial Group Dayton, Ohio	$5K	$0	1	0%	Maintained
1923	PW Price Wealth Austin, Texas	$5K	+$658	2	0%	Increased
1924	IWP IAG Wealth Partners Waukesha, Wisconsin	$4K	$0	1	0%	Maintained
1925	SCA Stuart Chaussee & Associates Palos Verdes Estates, California	$4K	$0	1	0%	Maintained