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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
2401	PHM Prospect Hill Management Short Hills, New Jersey	$1.16M	+$750K	1	0.45%	Increased
2402	TCBWMS Texas Capital Bank Wealth Management Services Dallas, Texas	$1.16M	-$2.89M	3	0.06%	Reduced
2403	FFG Floyd Financial Group Springfield, Missouri	$1.16M	+$86.3K	1	0.76%	Increased
2404	SWM SHP Wealth Management Plymouth, Massachusetts	$1.16M	+$33.3K	6	0.08%	Increased
2405	CWP Curated Wealth Partners El Segundo, California	$1.16M	-$249K	3	0.13%	Reduced
2406	VHAM Van Hulzen Asset Management El Dorado Hills, California	$1.16M	+$143K	2	0.08%	Increased
2407	RBFC Roman Butler Fullerton & Co St Louis, Missouri	$1.16M	-$233K	2	0.28%	Reduced
2408	PCM Palouse Capital Management Spokane, Washington	$1.15M	+$1.15M	1	0.72%	New
2409	BF Brucke Financial Indianapolis, Indiana	$1.15M	+$14K	2	0.51%	Increased
2410	FBT First Bank & Trust Brookings, South Dakota	$1.15M	-$151K	2	0.17%	Reduced
2411	CV Counterweight Ventures Wilmington, North Carolina	$1.15M	-$103K	1	0.57%	Reduced
2412	DEM Disciplined Equity Management Neptune Beach, Florida	$1.15M	-$13.6K	1	0.51%	Reduced
2413	KTC Kentucky Trust Company Danville, Kentucky	$1.15M	-$26.4K	1	0.55%	Reduced
2414	NWAG Net Worth Advisory Group Sandy, Utah	$1.15M	-$80.2K	3	0.29%	Reduced
2415	EL EWA LLC Pittsbugh, Pennsylvania	$1.15M	-$299K	3	0.21%	Reduced
2416	PWM Prentice Wealth Management Rochester, New York	$1.14M	+$28.2K	3	0.24%	Increased
2417	VGDSS VUB Generali dochodkova spravcovska spolocnost Bratislava,	$1.14M	$0	3	0.79%	Maintained
2418	PG Proffitt & Goodson Knoxville, Tennessee	$1.14M	+$624K	2	0.16%	Increased
2419	BWAM Boyd Watterson Asset Management Cleveland, Ohio	$1.14M	-$860K	1	0.31%	Reduced
2420	IJWM Inman Jager Wealth Management Hattiesburg, Mississippi	$1.14M	-$262K	1	0.61%	Reduced
2421	PTFIS Pekao Towarzystwo Funduszy Inwestycyjnych SA Warsaw,	$1.14M	+$198	1	0.72%	Increased
2422	CWA Cura Wealth Advisors Chicago, Illinois	$1.14M	-$65.9K	2	0.49%	Reduced
2423	PFS Professional Financial Solutions Falls Chruch, Virginia	$1.13M	-$44.5K	1	0.88%	Reduced
2424	PIP Peachtree Investment Partners Indian River Shores,, Florida	$1.13M	-$184K	1	0.36%	Reduced
2425	SWM Steinberganna Wealth Management Huntington, New York	$1.13M	+$993K	2	0.46%	Increased