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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
1101	PCA Peddock Capital Advisors Braintree, Massachusetts	$5K	+$3.86K	1	0%	New
1102	Procyon Advisors Shelton, Connecticut	$5K	+$4.61K	1	0%	New
1103	RAM Riggs Asset Management Dallas, Pennsylvania	$5K	+$3.58K	1	0%	New
1104	RWA Wealth Partners Newton, Massachusetts	$5K	+$4.61K	1	0%	New
1105	SN Sittner & Nelson Eugene, Oregon	$5K	+$4K	1	0%	New
1106	CA Crewe Advisors Salt Lake City, Utah	$4K	+$3.08K	1	0%	New
1107	Gradient Investments Arden Hills, Minnesota	$4K	$0	1	0%	Maintained
1108	HFA HC Financial Advisors Lafayette, California	$4K	$0	1	0%	Maintained
1109	SIS Sound Income Strategies Ft Lauderdale, Florida	$4K	+$1.25K	1	0%	Increased
1110	TD Ameritrade Investment Management Omaha, Nebraska	$4K	-$2.27K	1	0%	Reduced
1111	Associated Banc-Corp Green Bay, Wisconsin	$3K	$0	1	0%	Maintained
1112	BWM Baystate Wealth Management Boston, Massachusetts	$3K	+$2.09K	1	0%	New
1113	BCA Berman Capital Advisors Atlanta, Georgia	$3K	+$601	3	0%	Increased
1114	CAGAS Capital Advisory Group Advisory Services Bloomington, Minnesota	$3K	+$2.54K	1	0%	New
1115	Capital Analysts LLC Fort Washington, Pennsylvania	$3K	$0	1	0%	Maintained
1116	EARNEST Partners Atlanta, Georgia	$3K	$0	1	0%	Maintained
1117	EWA Evolution Wealth Advisors Aventura, Florida	$3K	+$1.97K	1	0%	New
1118	Fort Pitt Capital Group Pittsburgh, Pennsylvania	$3K	+$2.5K	1	0%	New
1119	JPLA Joseph P. Lucia & Associates Yorktown Heights, New York	$3K	+$2.68K	1	0%	New
1120	PP Pacifica Partners Surrey, Canada	$3K	+$1.79K	1	0%	New
1121	CMA Cedar Mountain Advisors Lake Oswego, Oregon	$2K	$0	2	0%	Maintained
1122	CWAF Core Wealth Advisors (Florida) Lakeland, Florida	$2K	+$1.79K	1	0%	New
1123	DWMG DB Wealth Management Group San Diego, California	$2K	+$1.79K	1	0%	New
1124	DSC Duncker Streett & Co St. Louis, Missouri	$2K	+$1.77K	1	0%	New
1125	IA Inspire Advisors Meridian, Idaho	$2K	+$1.79K	1	0%	New