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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
2326	RWG Regal Wealth Group Seal Beach, California	$51K	+$549	2	0.03%	Increased
2327	TCWA Ten Capital Wealth Advisors Spokane, Washington	$50K	-$9K	2	0.01%	Reduced
2328	SN Sittner & Nelson Eugene, Oregon	$49K	+$2.23K	1	0.04%	Increased
2329	CHC City Holding Co Charleston, West Virginia	$48K	$0	1	0.01%	Maintained
2330	VCM Vigilant Capital Management Portland, Maine	$48K	+$3.56K	1	0%	Increased
2331	WCM Wealthcare Capital Management Richmond, Virginia	$47K	+$49.1K	3	0%	New
2332	CH Canton Hathaway Providence, Rhode Island	$46K	+$11K	2	0.01%	Increased
2333	CAC Certified Advisory Corp Altamonte Springs, Florida	$46K	+$48.1K	1	0.01%	New
2334	PWM Prentice Wealth Management Rochester, New York	$45K	+$47.2K	1	0.03%	New
2335	AWM Activest Wealth Management Aventure, Florida	$43K	+$45.4K	1	0.04%	New
2336	SWM Selective Wealth Management Forest, Virginia	$43K	-$66.8K	1	0.04%	Reduced
2337	APC Aspire Private Capital Cornelius, North Carolina	$42K	$0	1	0.01%	Maintained
2338	M1FG Mach-1 Financial Group Rogers, Arkansas	$41K	-$910K	2	0.03%	Reduced
2339	OSNBOA Old Second National Bank of Aurora Aurora, Illinois	$41K	+$26.4K	2	0.01%	Increased
2340	SCA Stuart Chaussee & Associates Palos Verdes Estates, California	$39K	+$37.2K	2	0.02%	Increased
2341	EP Elkhorn Partners Omaha, Nebraska	$36K	+$37.8K	1	0.02%	New
2342	NR Newfound Research Wellesley Hills, Massachusetts	$36K	-$17K	1	0.08%	Reduced
2343	TC Trust Company Manhattan, Kansas	$36K	$0	1	0.03%	Maintained
2344	COCM Charter Oak Capital Management Portsmouth, New Hampshire	$35K	+$411	2	0%	Increased
2345	MWC MBM Wealth Consultants Chesterfield, Missouri	$35K	+$36.3K	2	0.02%	New
2346	NIC Northwest Investment Counselors Lake Oswego, Oregon	$35K	+$36.8K	2	0.01%	New
2347	MG MilWealth Group Milwaukee, Wisconsin	$35K	+$36.7K	1	0.02%	New
2348	DCM Disciplina Capital Management Nashville, Tennessee	$33K	+$14.7K	1	0.01%	Increased
2349	FPW Flagship Private Wealth Woburn, Massachusetts	$32.8K	-$15.2K	1	0.03%	Reduced
2350	CCC Crescent Capital Consulting New Orleans, Louisiana	$32K	+$16.5K	3	0.01%	Increased