← 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
2376	PP PrairieView Partners St. Paul, Minnesota	$16K	$0	1	0%	Maintained
2377	Sageworth Trust Lancaster, Pennsylvania	$15K	-$8.9K	1	0%	Reduced
2378	AP Atwood & Palmer Kansas City, Missouri	$13K	$0	1	0%	Maintained
2379	CIA CSat Investment Advisory Detroit, Michigan	$13K	+$4.72K	2	0.01%	Increased
2380	FNBOSM First National Bank of South Miami South Miami, Florida	$13K	$0	1	0.01%	Maintained
2381	JPLA Joseph P. Lucia & Associates Yorktown Heights, New York	$13K	+$14.8K	2	0.01%	New
2382	CWA Carolina Wealth Advisors Myrtle Beach, South Carolina	$12K	$0	1	0.01%	Maintained
2383	TCM TD Capital Management Memphis, Tennessee	$12K	+$12.2K	1	0%	New
2384	BSG Black Swift Group Boulder, Colorado	$11K	+$11.8K	1	0%	New
2385	CMA Cedar Mountain Advisors Lake Oswego, Oregon	$11K	$0	1	0%	Maintained
2386	MIM Macroview Investment Management Bethesda, Maryland	$9K	+$3.92K	2	0.01%	Increased
2387	ARMC American Research & Management Company Marion, Massachusetts	$8K	-$2K	1	0%	Reduced
2388	RAM Riggs Asset Management Dallas, Pennsylvania	$8K	+$4.11K	1	0%	Increased
2389	Altshuler Shaham Tel Aviv, Israel	$7K	-$91.3K	1	0%	Reduced
2390	BCM Bourgeon Capital Management Darien, Connecticut	$7K	-$88.1K	2	0%	Reduced
2391	MFT Moisand Fitzgerald Tamayo Orlando, Florida	$7K	+$4.53K	2	0%	Increased
2392	MWA Moser Wealth Advisors Bellevue, Washington	$7K	$0	1	0%	Maintained
2393	TC Tacita Capital Toronto, Ontario, Canada	$7K	-$7.6K	1	0%	Reduced
2394	TAM Tucker Asset Management Littleton, Colorado	$6.92K	+$7.65K	2	0%	Increased
2395	AA AlphaMark Advisors Ft. Wright, Kentucky	$6K	+$6.68K	1	0%	New
2396	FEG Financial Enhancement Group Anderson, Indiana	$6K	+$6.46K	1	0%	New
2397	ONST Old North State Trust Greensboro, North Carolina	$6K	-$2.67K	2	0%	Reduced
2398	RIM Ranger Investment Management Dallas, Texas	$6K	-$445	1	0%	Reduced
2399	SSC Syverson Strege & Co West Des Moines, Iowa	$6K	$0	1	0.01%	Maintained
2400	BC Barnett & Company Chattanooga, Tennessee	$5K	$0	1	0%	Maintained