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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
526	Benjamin F. Edwards & Company St. Louis, Missouri	$25K	-$8.25K	1	0%	Reduced
527	FPFS First Personal Financial Services Charlotte, North Carolina	$24K	$0	1	0.01%	Maintained
528	Northwestern Mutual Wealth Management Milwaukee, Wisconsin	$24K	-$800	2	0%	Reduced
529	WA WealthTrust-Arizona Scottsdale, Arizona	$24K	+$182	2	0.01%	Increased
530	WEC Winslow Evans & Crocker Boston, Massachusetts	$23.6K	$0	1	0.01%	Maintained
531	Covington Capital Management Los Angeles, California	$23K	+$24.6K	1	0%	New
532	JIR James Investment Research Alpha, Ohio	$21K	-$2.32K	1	0%	Reduced
533	EWM Endurance Wealth Management Providence, Rhode Island	$20K	$0	2	0%	Maintained
534	Chicago Partners Investment Group Chicago, Illinois	$19K	+$19.4K	1	0%	New
535	CCM Cribstone Capital Management Augusta, Maine	$18K	$0	1	0.01%	Maintained
536	First Horizon Advisors Memphis, Tennessee	$18K	+$685	2	0%	Increased
537	MWM MinichMacGregor Wealth Management Saratoga Springs, New York	$18K	+$17.1K	1	0.01%	New
538	PG Patten Group Chattanooga, Tennessee	$17K	$0	1	0.01%	Maintained
539	CHP Cable Hill Partners Portland, Oregon	$16K	+$16.4K	2	0.01%	New
540	AIL AGF Investments LLC Toronto, Ontario, Canada	$15K	$0	2	0%	Maintained
541	VCM Versant Capital Management Phoenix, Arizona	$14K	-$1.15K	2	0.01%	Reduced
542	Geneos Wealth Management Englewood, Colorado	$12K	$0	2	0%	Maintained
543	DOA D'Orazio & Associates Falls Church, Virginia	$11K	$0	1	0%	Maintained
544	First Eagle Investment Management New York	$11K	$0	1	0%	Maintained
545	VIA Vantage Investment Advisors State College, Pennsylvania	$10K	+$2.06K	1	0%	Increased
546	BTIS BB&T Investment Services Charlotte, North Carolina	$9K	+$8.5K	3	0%	Increased
547	CFA Carroll Financial Associates Charlotte, North Carolina	$9K	$0	2	0%	Maintained
548	CBOA Commonwealth Bank of Australia Sydney, NSW, Australia	$9K	-$106K	1	0%	Reduced
549	PHK Point72 Hong Kong Hong Kong	$9K	-$10.7K	2	0.01%	Reduced
550	TIM Tortoise Investment Management White Plains, New York	$9K	$0	1	0%	Maintained