← 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	GFWA Grey Fox Wealth Advisors Rockland, Delaware	$22.4K	+$25.6K	3	0.01%	New
2452	DCBT Dakota Community Bank & Trust Hebron, North Dakota	$22K	-$43K	1	0.13%	Reduced
2453	MG MilWealth Group Milwaukee, Wisconsin	$21.9K	$0	1	0.01%	Maintained
2454	PCTC Perkins Coie Trust Company Seattle, Washington	$21.7K	-$5.54K	1	0.01%	Reduced
2455	OWA One Wealth Advisors San Francisco, California	$21.6K	+$25.5K	1	0%	New
2456	OSNBOA Old Second National Bank of Aurora Aurora, Illinois	$21.3K	+$2.04K	2	0.01%	Increased
2457	DSC Duncker Streett & Co St. Louis, Missouri	$20.1K	+$19.5K	2	0%	Increased
2458	SFG Steward Financial Group Colleyville, Texas	$20K	+$22.3K	5	0.01%	New
2459	SGC Slocum, Gordon & Co Newport, Rhode Island	$19.9K	+$21.9K	1	0.01%	New
2460	RCM Raleigh Capital Management Cary, North Carolina	$19.7K	+$3.68K	2	0.01%	Increased
2461	LFA Legend Financial Advisors Pittsburgh, Pennsylvania	$19.5K	+$5.86K	2	0.02%	Increased
2462	Catalyst Capital Advisors Huntington, New York	$19.4K	-$107K	1	0%	Reduced
2463	PPWM PFG Private Wealth Management Lutz, Florida	$19K	$0	1	0.01%	Maintained
2464	PK Pflug Koory Omaha, Nebraska	$19K	$0	1	0.01%	Maintained
2465	WAM Worth Asset Management Dallas, Texas	$17.5K	-$18K	1	0.01%	Reduced
2466	FFL Financial Freedom LLC Cincinnati, Ohio	$17.1K	+$19.1K	2	0.01%	New
2467	FPB First PREMIER Bank Sioux Falls, South Dakota	$17K	-$3.36K	1	0.01%	Reduced
2468	VF VitalStone Financial Shavano Park, Texas	$17K	+$18.9K	3	0.01%	New
2469	LF Lee Financial Dallas, Texas	$16.6K	+$5.11K	3	0%	Increased
2470	NC NewSquare Capital Newtown Square, Pennsylvania	$15.5K	+$16.4K	2	0%	New
2471	CMP Coston McIsaac & Partners Bar Harbor, Maine	$15K	$0	2	0.01%	Maintained
2472	ONST Old North State Trust Greensboro, North Carolina	$15K	$0	1	0.01%	Maintained
2473	TC Tacita Capital Toronto, Ontario, Canada	$15K	-$10.8K	2	0.01%	Reduced
2474	CMA Cedar Mountain Advisors Lake Oswego, Oregon	$14.7K	$0	1	0%	Maintained
2475	BBPWM Blue Bell Private Wealth Management Blue Bell, Pennsylvania	$14.5K	-$146	2	0%	Reduced