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AI Software & Applications

AI software and applications are the products that turn a model into a job someone will pay for — code assistants, document processing, drug discovery platforms, and vertical tools. Value here depends on distribution and data access rather than on model size.

85 stocks

#	Name	Holding	Trade Value	Theme Stocks	% of Portfolio	Status
2651	VWA Valued Wealth Advisors Holladay, Utah	$1.44K	$0	1	0%	Maintained
2652	NS NBC Securities Birmingham, Alabama	$1.25K	-$1.06M	3	0.11%	Reduced
2653	CPL Capital & Planning LLC Jonesboro, Georgia	$1.16K	+$637	2	0%	New
2654	1IA 1620 Investment Advisors Plymouth, Massachusetts	$1.11K	$0	1	0%	Maintained
2655	SC Sawyer & Company Boston, Massachusetts	$1K	-$4K	1	0%	Reduced
2656	WestEnd Advisors Charlotte, North Carolina	$983	+$175	1	0%	Increased
2657	CFS CGC Financial Services Lake Oswego, Oregon	$756	$0	1	0%	Maintained
2658	MLA MB, Levis & Associates Center Valley, Pennsylvania	$756	$0	1	0%	Maintained
2659	VWWMG Vermillion & White Wealth Management Group Phoenixville, Pennsylvania	$576	+$654	1	0%	New
2660	BGAI Bruce G. Allen Investments Denver, Colorado	$549	+$500	1	0%	New
2661	WBC West Branch Capital Amherst, Massachusetts	$530	$0	1	0%	Maintained
2662	TCM TD Capital Management Memphis, Tennessee	$463	$0	1	0%	Maintained
2663	DFA DHJJ Financial Advisors Naperville, Illinois	$328	$0	1	0%	Maintained
2664	CJH Christopher J. Hasenberg Eau Claire, Wisconsin	$324	+$253	1	0%	New
2665	FPF First Pacific Financial Vancouver, Washington	$324	-$6.32K	1	0%	Reduced
2666	TPW Talon Private Wealth The Villages, Florida	$324	+$253	1	0%	New
2667	DSC Duncker Streett & Co St. Louis, Missouri	$227	+$175	1	0%	New
2668	EWM Evermay Wealth Management Arlington, Virginia	$152	$0	1	0%	Maintained
2669	EAM Eukles Asset Management Cincinnati, Ohio	$151	$0	1	0%	Maintained
2670	BFPW BOK Financial Private Wealth Denver, Colorado	$138	-$5.58K	1	0%	Reduced
2671	HHGA Halbert Hargrove Global Advisors Long Beach, California	$80	+$39	1	0%	New
2672	AGDI Absolute Gestao de Investimentos Sao Paulo, Brazil	$0	-$303K	0	–	Closed
2673	AGA Accuvest Global Advisors Provo, Utah	$0	-$328K	0	–	Closed
2674	ACM ADAR1 Capital Management Austin, Texas	$0	-$1.73K	0	–	Closed
2675	Advent Capital Management New York	$0	-$740K	0	–	Closed