← 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	AOWM Alpha Omega Wealth Management Richmond, Virginia	$229K	+$215K	1	0.04%	New
2377	POIA Pin Oak Investment Advisors Houston, Texas	$229K	-$10.3K	2	0.25%	Reduced
2378	ACM Antonetti Capital Management Naples, Florida	$228K	+$220K	2	0.19%	New
2379	IAP Indie Asset Partners Carmel, Indiana	$227K	$0	1	0.18%	Maintained
2380	JFGIW Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin	$227K	-$188K	3	0.02%	Reduced
2381	ACM Ashford Capital Management Wilmington, Delaware	$226K	$0	1	0.02%	Maintained
2382	FA Fermata Advisors Sonoma, California	$226K	+$212K	1	0.1%	New
2383	KFP KB Financial Partners Princeton, New Jersey	$225K	-$40.5K	1	0.08%	Reduced
2384	RBF Capital San Francisco, California	$225K	+$382K	1	0.01%	New
2385	MAM McLean Asset Management Tysons, Virginia	$224K	+$193K	1	0.09%	New
2386	RBC Roble Belko & Company Sewickley, Pennsylvania	$224K	$0	3	0.05%	Maintained
2387	TWP Tower Wealth Partners Lewisburg, Pennsylvania	$224K	-$152K	1	0.24%	Reduced
2388	DMBA Deseret Mutual Benefit Administrators Salt Lake City, Utah	$223K	$0	1	0.04%	Maintained
2389	WFC Western Financial Corp San Diego, California	$223K	+$3.1K	1	0.13%	Increased
2390	FA FMA Advisory Harrisburg, Pennsylvania	$222K	+$208K	1	0.08%	New
2391	JWBC John W. Brooker & Co Oakland, California	$222K	$0	2	0.13%	Maintained
2392	RWA Redhawk Wealth Advisors Minneapolis, Minnesota	$222K	-$328K	1	0.06%	Reduced
2393	SWG Summit Wealth Group White River Junction, Vermont	$221K	-$90.1K	1	0.35%	Reduced
2394	Forvis Mazars Wealth Advisors Springfield, Missouri	$219K	+$205K	1	0.01%	New
2395	MCF Advisors Covington, Kentucky	$219K	+$48.6K	3	0.02%	Increased
2396	Old Mission Capital Chicago, Illinois	$219K	+$217K	1	0.01%	New
2397	SIC Sigma Investment Counselors Northville, Michigan	$219K	+$205K	1	0.02%	New
2398	VC Vestor Capital Chicago, Illinois	$219K	+$6.35K	2	0.02%	Increased
2399	SPWG Sage Private Wealth Group Oakbrook Terrace, Illinois	$218K	+$6.6K	1	0.3%	Increased
2400	SM SG3 Management Dorado, Puerto Rico	$218K	-$2.1M	1	0.01%	Reduced