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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
3426	HHGA Halbert Hargrove Global Advisors Long Beach, California	$4.88K	+$5K	2	0%	Increased
3427	VIM VELA Investment Management New Albany, Ohio	$4.67K	+$5.46K	1	0%	New
3428	MG MilWealth Group Milwaukee, Wisconsin	$4.55K	$0	1	0%	Maintained
3429	PNC Point Nemo Capital Dripping Springs, Texas	$4.12K	+$3.86K	1	0%	New
3430	WA Westfuller Advisors New York	$3.99K	-$84.4K	1	0%	Reduced
3431	FDCP Foster Dykema Cabot & Partners Waltham, Massachusetts	$3.85K	$0	1	0%	Maintained
3432	CFG Chapman Financial Group Kailua, Hawaii	$3.78K	$0	1	0%	Maintained
3433	RF Robinswood Financial Kirkland, Washington	$3.5K	$0	1	0%	Maintained
3434	PJC Phillip James Consulting Plymouth, Minnesota	$2.92K	$0	1	0%	Maintained
3435	FW Fairway Wealth Independence, Ohio	$2.64K	+$331	2	0%	Increased
3436	SVWA Sarver Vrooman Wealth Advisors Kansas City, Missouri	$2.63K	$0	1	0%	Maintained
3437	HCM Horrell Capital Management Little Rock, Arkansas	$2.54K	-$1.37K	1	0%	Reduced
3438	AF Align Financial Hermantown, Minnesota	$2.43K	-$3.38K	2	0%	Reduced
3439	PK Pflug Koory Omaha, Nebraska	$2.33K	+$2.73K	1	0%	New
3440	DAM Davis Asset Management Sausalito, California	$2.29K	$0	1	0%	Maintained
3441	PS Pinney & Scofield Cambridge, Massachusetts	$2.26K	$0	1	0%	Maintained
3442	PP Pacifica Partners Surrey, Canada	$2.2K	$0	1	0%	Maintained
3443	1IA 1620 Investment Advisors Plymouth, Massachusetts	$2.19K	+$546	1	0%	Increased
3444	Vanguard Advisers Inc Malvern, Pennsylvania	$2.1K	-$6.4K	1	0%	Reduced
3445	NWM Navigoe Wealth Management Redondo Beach, California	$2K	+$2.2K	3	0%	New
3446	RJA Ross\Johnson & Associates Plymouth, Minnesota	$1.86K	+$1.04K	3	0.03%	Increased
3447	CIM Contravisory Investment Management Norwell, Massachusetts	$1.23K	-$6.67M	2	0%	Reduced
3448	3FI 3 Factor Indexing Sacramento, California	$1.22K	$0	2	0%	Maintained
3449	CFS CGC Financial Services Lake Oswego, Oregon	$1.17K	$0	1	0%	Maintained
3450	MLA MB, Levis & Associates Center Valley, Pennsylvania	$1.17K	$0	1	0%	Maintained