← 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
2451	MG MilWealth Group Milwaukee, Wisconsin	$40.3K	$0	1	0.02%	Maintained
2452	COCM Charter Oak Capital Management Portsmouth, New Hampshire	$40K	$0	2	0.01%	Maintained
2453	DSC Duncker Streett & Co St. Louis, Missouri	$40K	+$9.91K	1	0.01%	Increased
2454	SCA Stuart Chaussee & Associates Palos Verdes Estates, California	$40K	-$4.38K	2	0.02%	Reduced
2455	FPW Flagship Private Wealth Woburn, Massachusetts	$37K	$0	1	0.03%	Maintained
2456	CPFP Clear Perspectives Financial Planning Cincinnati, Ohio	$37K	+$32.4K	1	0.02%	New
2457	EWA Evolution Wealth Advisors Aventura, Florida	$36K	-$58.8K	2	0.01%	Reduced
2458	GLLW Graves Light Lenhart Wealth Harrisonburg, Virginia	$35K	+$7.61K	1	0.01%	Increased
2459	PCFFS Pacific Center for Financial Services San Ramon, California	$35K	$0	1	0.02%	Maintained
2460	LAS Lloyd Advisory Services Suwanee, Georgia	$34K	+$10.1K	1	0.02%	Increased
2461	TAM Tucker Asset Management Littleton, Colorado	$33.2K	+$23.7K	2	0.02%	Increased
2462	FMP Financial Management Professionals Austin, Texas	$33K	+$1.84K	3	0.01%	Increased
2463	FPB First PREMIER Bank Sioux Falls, South Dakota	$32K	+$30K	1	0.01%	New
2464	HFA HC Financial Advisors Lafayette, California	$32K	$0	1	0.02%	Maintained
2465	PCC Park Circle Company Baltimore, Maryland	$32K	$0	1	0.02%	Maintained
2466	ONST Old North State Trust Greensboro, North Carolina	$31K	+$23K	2	0.02%	Increased
2467	RG Retirement Group San Diego, California	$30K	-$951K	2	0.01%	Reduced
2468	Wolverine Asset Management Chicago, Illinois	$30K	-$3.55K	1	0%	Reduced
2469	CMA Cedar Mountain Advisors Lake Oswego, Oregon	$27K	+$14.1K	1	0.01%	Increased
2470	JWA JFS Wealth Advisors Hermitage, Pennsylvania	$27K	$0	1	0%	Maintained
2471	TD Ameritrade Investment Management Omaha, Nebraska	$27K	+$9.63K	1	0%	Increased
2472	CCC Crescent Capital Consulting New Orleans, Louisiana	$25K	-$9.62K	2	0%	Reduced
2473	ECM Estabrook Capital Management New York	$24.4K	$0	1	0%	Maintained
2474	CAL Capital Advisors Ltd Shaker Heights, Ohio	$24K	$0	1	0%	Maintained
2475	DAC Dividend Assets Capital Ridgeland, South Carolina	$24K	$0	1	0%	Maintained