← 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
2326	FNBOSM First National Bank of South Miami South Miami, Florida	$14K	+$4.13K	1	0.01%	Increased
2327	TC Tacita Capital Toronto, Ontario, Canada	$14K	+$10.3K	1	0.01%	New
2328	CWA Carolina Wealth Advisors Myrtle Beach, South Carolina	$13K	+$7.78K	1	0.01%	Increased
2329	HGWM Harvest Group Wealth Management Waltham, Massachusetts	$12K	+$6.08K	2	0.01%	Increased
2330	ARMC American Research & Management Company Marion, Massachusetts	$11K	-$6.81K	2	0%	Reduced
2331	CMA Cedar Mountain Advisors Lake Oswego, Oregon	$11K	$0	1	0%	Maintained
2332	HWM HighMark Wealth Management St. Paul, Minnesota	$11K	-$2.46K	2	0.01%	Reduced
2333	CIA CSat Investment Advisory Detroit, Michigan	$9K	-$3.84M	2	0.01%	Reduced
2334	ONST Old North State Trust Greensboro, North Carolina	$9K	+$4.62K	2	0.01%	Increased
2335	GAAM Guinness Atkinson Asset Management Pasadena, California	$8K	+$9.24K	1	0%	New
2336	IA IFS Advisors Overland Park, Kansas	$8K	+$7.9K	1	0.01%	New
2337	MWA Moser Wealth Advisors Bellevue, Washington	$7K	$0	1	0.01%	Maintained
2338	RIM Ranger Investment Management Dallas, Texas	$7K	-$5.11K	1	0%	Reduced
2339	GFPC Global Financial Private Client Sarasota, Florida	$6.66K	-$99.9K	2	0.01%	Reduced
2340	SSC Syverson Strege & Co West Des Moines, Iowa	$6K	+$6.81K	1	0.01%	New
2341	BC Barnett & Company Chattanooga, Tennessee	$5K	$0	1	0%	Maintained
2342	IWP IAG Wealth Partners Waukesha, Wisconsin	$5K	$0	1	0%	Maintained
2343	MIM Macroview Investment Management Bethesda, Maryland	$5K	+$243	2	0.01%	Increased
2344	RAM Riggs Asset Management Dallas, Pennsylvania	$5K	+$3.58K	1	0%	New
2345	CWM Cedar Wealth Management Walnut Creek, California	$4K	+$4.86K	1	0%	New
2346	PG Proffitt & Goodson Knoxville, Tennessee	$4K	$0	1	0%	Maintained
2347	SCA Stuart Chaussee & Associates Palos Verdes Estates, California	$4K	$0	1	0%	Maintained
2348	TJHA Thomas J. Herzfeld Advisors Miami Beach, Florida	$4K	$0	1	0%	Maintained
2349	MFT Moisand Fitzgerald Tamayo Orlando, Florida	$3K	+$268	2	0%	Increased
2350	CWAF Core Wealth Advisors (Florida) Lakeland, Florida	$2K	+$1.79K	1	0%	New