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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	VIA Vantage Investment Advisors State College, Pennsylvania	$11K	$0	1	0%	Maintained
527	KJWM Kiley Juergens Wealth Management Olympia, Washington	$10K	+$804	1	0.01%	Increased
528	SCM Southport Capital Management Chattanooga, Tennessee	$10K	+$13.2K	1	0%	New
529	MFW Mosaic Family Wealth St. Louis, Missouri	$9K	$0	1	0%	Maintained
530	Parallel Advisors San Francisco, California	$9K	$0	2	0%	Maintained
531	PCP Proficio Capital Partners Newton, Massachusetts	$9K	$0	2	0%	Maintained
532	RFM Royal Fund Management Lady Lake, Florida	$9K	$0	1	0%	Maintained
533	SignatureFD Atlanta, Georgia	$8K	-$1.66K	2	0%	Reduced
534	TCM TD Capital Management Memphis, Tennessee	$8K	$0	1	0%	Maintained
535	Huntington National Bank Columbus, Ohio	$7K	$0	1	0%	Maintained
536	SIM Sonora Investment Management Tucson, Arizona	$7K	$0	1	0%	Maintained
537	TC Truvestments Capital Sarasota, Florida	$7K	+$8.25K	1	0%	New
538	FANJ Financial Architects (New Jersey) Marlton, New Jersey	$6K	+$5.45K	2	0%	Increased
539	SFM Signet Financial Management Parsippany, New Jersey	$6K	+$5.52K	1	0%	Increased
540	TD Ameritrade Investment Management Omaha, Nebraska	$6K	+$3.89K	1	0%	Increased
541	AIS Accurate Investment Solutions Seven Fields, Pennsylvania	$5K	$0	1	0%	Maintained
542	APSP Asset Planning Services (Pennsylvania) Harleysville, Pennsylvania	$5K	-$441	2	0%	Reduced
543	BWM Baystate Wealth Management Boston, Massachusetts	$5K	$0	1	0%	Maintained
544	HFM Hartford Financial Management Hartford, Connecticut	$5K	+$4.76K	1	0%	New
545	OWA One Wealth Advisors San Francisco, California	$5K	$0	1	0%	Maintained
546	PCTC Perkins Coie Trust Company Seattle, Washington	$5K	$0	1	0%	Maintained
547	BAM Bruderman Asset Management Locust Valley, New York	$4K	$0	1	0%	Maintained
548	CAW Cornerstone Advisors (Washington) Bellevue, Washington	$4K	$0	2	0%	Maintained
549	FHA Flagship Harbor Advisors Boston, Massachusetts	$4K	+$513	1	0%	Increased
550	HMS Hanseatic Management Services Albuquerque, New Mexico	$4K	$0	1	0%	Maintained