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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	% of Portfolio	Status
3751	TGY2IT Timothy G. Youngquist 2020 Irrevocable Trust Fort Myers, Florida	$0	-$1.06M	–	Closed
3752	TWM TopTier Wealth Management Muskego, Wisconsin	$0	-$32.1K	–	Closed
3753	TIM Total Investment Management Scottsdale, Arizona	$0	-$44.3K	–	Closed
3754	TWP Tower Wealth Partners Lewisburg, Pennsylvania	$0	-$280K	–	Closed
3755	TAM Townsend Asset Management Raleigh, North Carolina	$0	-$204K	–	Closed
3756	TWA Trace Wealth Advisors Los Angeles, California	$0	-$224K	–	Closed
3757	TCPG Trivant Custom Portfolio Group San Diego, California	$0	-$274K	–	Closed
3758	TLFA True Link Financial Advisors San Francisco, California	$0	-$23K	–	Closed
3759	TI TrueMark Investments Chicago, Illinois	$0	-$654K	–	Closed
3760	TWM TSA Wealth Management Houston, Texas	$0	-$269K	–	Closed
3761	TCM Tuttle Capital Management Riverside, Connecticut	$0	-$2.88M	–	Closed
3762	UCM Up Capital Management Roseville, California	$0	-$1M	–	Closed
3763	VFG Valley Financial Group Ambler, Pennsylvania	$0	-$325K	–	Closed
3764	VAM Virtue Asset Management Barrington, Illinois	$0	-$246K	–	Closed
3765	VWS Virtus Wealth Solutions Cranford, New Jersey	$0	-$315K	–	Closed
3766	VCP Vista Capital Partners Portland, Oregon	$0	-$230K	–	Closed
3767	VCM Vivaldi Capital Management Chicago, Illinois	$0	-$380K	–	Closed
3768	WI Wahed Invest New York	$0	-$2.46M	–	Closed
3769	WWC Waypoint Wealth Counsel Atlanta, Georgia	$0	-$517K	–	Closed
3770	WCM WealthBridge Capital Management Westerville, Ohio	$0	-$318K	–	Closed
3771	WCL Wealth Care LLC Merritt Island, Florida	$0	-$214K	–	Closed
3772	WHGAM Wealth High Governance Asset Management Sao Paulo,	$0	-$1.9M	–	Closed
3773	WHGC Wealth High Governance Capital Sao Paulo, Brazil	$0	-$1.02M	–	Closed
3774	W Wealthquest Cincinnati, Ohio	$0	-$202K	–	Closed
3775	WC Wealthspring Capital West Harrison, New York	$0	-$39.1K	–	Closed