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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
576	SIAP Sterling Investment Advisors (Pennsylvania) Berwyn, Pennsylvania	$12K	-$101K	1	0.01%	Reduced
577	TFS TrustCore Financial Services Brentwood, Tennessee	$12K	+$8.02K	1	0%	Increased
578	CAL Capital Advisors Ltd Shaker Heights, Ohio	$11K	$0	1	0%	Maintained
579	Salem Investment Counselors Winston Salem, North Carolina	$11K	+$10.2K	1	0%	New
580	AIL AGF Investments LLC Toronto, Ontario, Canada	$10K	-$1.2K	1	0%	Reduced
581	MFW Mosaic Family Wealth St. Louis, Missouri	$10K	$0	1	0%	Maintained
582	TCI Wealth Advisors Tucson, Arizona	$10K	$0	2	0%	Maintained
583	CFGS Concourse Financial Group Securities Birmingham, Alabama	$9K	-$2.95K	3	0%	Reduced
584	VRM Vectors Research Management New York	$9K	+$8.17K	1	0.01%	New
585	Gradient Investments Arden Hills, Minnesota	$8K	-$823K	2	0%	Reduced
586	Huntington National Bank Columbus, Ohio	$8K	-$9.1K	1	0%	Reduced
587	LC Lindbrook Capital Calabasas, California	$8K	$0	1	0%	Maintained
588	NFG Next Financial Group Houston, Texas	$8K	+$2.92K	2	0%	Increased
589	NFH NEXT Financial Holdings Houston, Texas	$8K	+$7.58K	2	0%	New
590	RIA Realta Investment Advisors Wilmington, Delaware	$8K	+$6.57K	1	0%	New
591	SIM Sonora Investment Management Tucson, Arizona	$8K	$0	1	0%	Maintained
592	TCM TD Capital Management Memphis, Tennessee	$8K	$0	1	0%	Maintained
593	PCP Proficio Capital Partners Newton, Massachusetts	$7K	+$1.99K	3	0%	Increased
594	APSP Asset Planning Services (Pennsylvania) Harleysville, Pennsylvania	$6K	$0	2	0%	Maintained
595	HFM Hartford Financial Management Hartford, Connecticut	$6K	$0	1	0%	Maintained
596	KPW Kore Private Wealth New York	$6K	-$2K	1	0%	Reduced
597	OWA One Wealth Advisors San Francisco, California	$6K	+$4.98K	1	0%	New
598	PFBT Parkside Financial Bank & Trust Saint Louis, Missouri	$6K	+$1.5K	2	0%	Increased
599	PGAM Princeton Global Asset Management Princeton, New Jersey	$6K	+$6.53K	1	0%	New
600	TD Ameritrade Investment Management Omaha, Nebraska	$6K	-$402	1	0%	Reduced