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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	DMBA Deseret Mutual Benefit Administrators Salt Lake City, Utah	$174K	+$23.7K	1	0.04%	Increased
2402	CCB Cutter & Co Brokerage Ballwin, Missouri	$172K	+$13.6K	1	0.06%	Increased
2403	North Star Investment Management Chicago, Illinois	$172K	+$14.3K	3	0.02%	Increased
2404	Almanack Investment Partners Wayne, Pennsylvania	$168K	-$222K	1	0.02%	Reduced
2405	WPA West Paces Advisors Atlanta, Georgia	$168K	-$3.98K	3	0.06%	Reduced
2406	BWA Burt Wealth Advisors North Bethesda, Maryland	$167K	+$182K	1	0.06%	New
2407	OIA Optimum Investment Advisors Chicago, Illinois	$166K	+$1.87K	4	0.08%	Increased
2408	FF Ford Foundation New York	$165K	-$170K	1	0.99%	Reduced
2409	ODG O'Dell Group Cincinnati, Ohio	$165K	-$22.9K	2	0.06%	Reduced
2410	KFP KB Financial Partners Princeton, New Jersey	$163K	-$72.3K	2	0.06%	Reduced
2411	SPWG Sage Private Wealth Group Oakbrook Terrace, Illinois	$163K	+$11.7K	1	0.23%	Increased
2412	Chemistry Wealth Management New York	$161K	+$176K	1	0.06%	New
2413	NLP Next Level Private Harrison, New York	$161K	+$176K	1	0.06%	New
2414	MPCG Matrix Private Capital Group New York	$160K	+$16.6K	1	0.09%	Increased
2415	SWM Sugarloaf Wealth Management Duluth, Georgia	$158K	+$37.1K	3	0.04%	Increased
2416	Westside Investment Management Santa Monica, California	$153K	+$100K	2	0.35%	Increased
2417	Inspire Advisors Meridian, Idaho	$153K	-$236K	1	0.04%	Reduced
2418	BDS Banco de Sabadell Miami, Florida	$152K	$0	1	0.13%	Maintained
2419	Emerald Advisers Leola, Pennsylvania	$148K	$0	2	0.01%	Maintained
2420	PIMG Patriot Investment Management Group Knoxville, Tennessee	$147K	+$52.9K	1	0.01%	Increased
2421	MTIM Marathon Trading Investment Management Radnor, Pennsylvania	$146K	-$11.1K	1	0.02%	Reduced
2422	Roble Belko & Company Sewickley, Pennsylvania	$146K	$0	3	0.03%	Maintained
2423	SPWM Straight Path Wealth Management Jenison, Michigan	$145K	$0	1	0.14%	Maintained
2424	M1FG Mach-1 Financial Group Rogers, Arkansas	$144K	+$152K	2	0.1%	New
2425	JWBC John W. Brooker & Co Oakland, California	$143K	$0	1	0.09%	Maintained