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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
1276	LWANC Laurel Wealth Advisors (North Carolina) Charlotte, North Carolina	$7K	+$8.23K	1	0%	New
1277	MAWCM Mine & Arao Wealth Creation & Management Campbell, California	$7K	$0	1	0%	Maintained
1278	TC Tacita Capital Toronto, Ontario, Canada	$7K	-$7.6K	1	0%	Reduced
1279	TCOV Trust Company of Vermont Brattleboro, Vermont	$7K	$0	1	0%	Maintained
1280	VCM Versant Capital Management Phoenix, Arizona	$7K	-$2.37K	3	0%	Reduced
1281	WPA West Paces Advisors Atlanta, Georgia	$6.99K	-$6.86K	1	0%	Reduced
1282	TAM Tucker Asset Management Littleton, Colorado	$6.5K	+$7.65K	1	0%	New
1283	HWA HHM Wealth Advisors Chattanooga, Tennessee	$6K	$0	1	0%	Maintained
1284	TFO Tarbox Family Office Newport Beach, California	$6K	$0	1	0%	Maintained
1285	COCM Charter Oak Capital Management Portsmouth, New Hampshire	$5K	+$411	3	0%	Increased
1286	JWA JFS Wealth Advisors Hermitage, Pennsylvania	$5K	+$3.52K	2	0%	Increased
1287	MassMutual Private Wealth & Trust Windsor, Connecticut	$5K	+$5.05K	2	0%	New
1288	NC NewSquare Capital Newtown Square, Pennsylvania	$5K	+$2.49K	1	0%	Increased
1289	Pinnacle Financial Partners (Tennessee) Nashville, Tennessee	$5K	+$5.49K	1	0%	New
1290	Smithfield Trust Pittsburgh, Pennsylvania	$5K	+$5.49K	1	0%	New
1291	ADL Asset Dedication LLC San Francisco, California	$4K	-$231K	1	0%	Reduced
1292	MIM Macroview Investment Management Bethesda, Maryland	$4K	-$2.04K	1	0.01%	Reduced
1293	MFT Moisand Fitzgerald Tamayo Orlando, Florida	$4K	+$4.53K	1	0%	Increased
1294	PP Pacifica Partners Surrey, Canada	$4K	+$2.91K	2	0%	Increased
1295	TD Ameritrade Investment Management Omaha, Nebraska	$4K	$0	1	0%	Maintained
1296	CB CNB Bank Clearfield, Pennsylvania	$3K	$0	1	0%	Maintained
1297	DI Disciplined Investments Tulsa, Oklahoma	$3K	+$1.93K	2	0%	New
1298	EARNEST Partners Atlanta, Georgia	$3K	$0	1	0%	Maintained
1299	FPS Fieldpoint Private Securities Greenwich, Connecticut	$3K	-$22.9K	1	0%	Reduced
1300	KTC Kistler-Tiffany Companies Berwyn, Pennsylvania	$3K	+$783	3	0%	Increased