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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
3326	PWA Principia Wealth Advisory Dallas, Texas	$24.9K	-$9.09K	6	0.01%	Reduced
3327	RF Roxbury Financial Mount Arlington, New Jersey	$24K	-$6K	1	0.02%	Reduced
3328	RDFA Ritter Daniher Financial Advisory Cincinnati, Ohio	$24K	-$127K	2	0%	Reduced
3329	PP PFS Partners Mine Hill, New Jersey	$23.9K	+$5.73K	2	0.01%	Increased
3330	TC Trust Company Manhattan, Kansas	$23.7K	+$1.55K	3	0%	Increased
3331	MAS MPWM Advisory Solutions Alpharetta, Georgia	$23.7K	-$43.8K	1	0.01%	Reduced
3332	MS Monetary Solutions Dayton, Ohio	$23.3K	$0	1	0.02%	Maintained
3333	PAG Paladin Advisory Group Clive, Iowa	$23.3K	$0	1	0.02%	Maintained
3334	RRMM Regatta Research & Money Management Metairie, Louisiana	$23.3K	+$27.3K	1	0.02%	New
3335	FMTCOCP Farmers & Merchants Trust Co of Chambersburg PA Chambersburg, Pennsylvania	$23K	+$10.2K	2	0.01%	Increased
3336	Q1WB Quest 10 Wealth Builders Fuquay-Varina, Virginia	$22.6K	-$2.18K	1	0.02%	Reduced
3337	WA Whipplewood Advisors Littleton, Colorado	$22.4K	-$192K	2	0.02%	Reduced
3338	MAM Marquette Asset Management Minneapolis, Minnesota	$22K	+$2.36K	6	0%	Increased
3339	Highbridge Capital Management New York	$21.9K	-$309K	1	0%	Reduced
3340	WBWA William B. Walkup & Associates Columbia, South Carolina	$21.2K	$0	1	0.01%	Maintained
3341	CIAS CBIZ Investment Advisory Services Independence, Ohio	$20.9K	$0	1	0%	Maintained
3342	NECFA New England Capital Financial Advisors Meriden, Connecticut	$20.9K	$0	2	0.01%	Maintained
3343	EP E6 Portfolios Midvale, Utah	$20.8K	+$3.87M	1	0.02%	New
3344	PCA Providence Capital Advisors Charlotte, North Carolina	$20.8K	+$24.3K	2	0%	New
3345	PJWM Philip James Wealth Mangement Milton, Georgia	$20.8K	$0	1	0%	Maintained
3346	PG Proffitt & Goodson Knoxville, Tennessee	$20.6K	-$5.91K	1	0%	Reduced
3347	CWM C2C Wealth Management Scottsdale, Arizona	$19.8K	+$22.3K	1	0.02%	New
3348	IWP IAG Wealth Partners Waukesha, Wisconsin	$19.6K	$0	1	0%	Maintained
3349	BTD BankPlus Trust Department Jackson, Mississippi	$19.6K	-$129K	2	0%	Reduced
3350	WAM Warberg Asset Management Winnetka, Illinois	$19K	+$19.4K	1	0%	New