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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	Plante Moran Financial Advisors Southfield, Michigan	$2.63K	+$841	1	0%	Increased
1277	PS PayPay Securities Tokyo, Japan	$2.6K	+$3.14K	3	0.17%	New
1278	CWA Clearview Wealth Advisors Salem, Oregon	$2.58K	-$3.1K	1	0%	Reduced
1279	AWM Ameliora Wealth Management Zurich, Switzerland	$2.57K	$0	1	0%	Maintained
1280	Bogart Wealth LLC Mclean, Virginia	$2.54K	-$3.88K	1	0%	Reduced
1281	JNBA Financial Advisors Bloomington, Minnesota	$2.49K	$0	1	0%	Maintained
1282	Colonial Trust Spartanburg, South Carolina	$2.47K	+$2.72K	1	0%	New
1283	Beaird Harris Wealth Management Dallas, Texas	$2.46K	-$4.46K	1	0%	Reduced
1284	Heritage Wealth Advisors Richmond, Virginia	$2.38K	$0	2	0%	Maintained
1285	SN Sittner & Nelson Eugene, Oregon	$2.25K	$0	1	0%	Maintained
1286	ARS Investment Partners New York	$2.22K	$0	1	0%	Maintained
1287	Sound Income Strategies Ft Lauderdale, Florida	$2.2K	+$311	1	0%	Increased
1288	Anchor Investment Management Columbia, South Carolina	$2.15K	$0	2	0%	Maintained
1289	DWA Delos Wealth Advisors Dallas, Texas	$2.14K	+$1.37K	2	0%	Increased
1290	PWMG Prestige Wealth Management Group Flemington, New Jersey	$2.09K	+$497	5	0%	Increased
1291	FFA Fairfield Financial Advisors Wellesley, Massachusetts	$2.07K	$0	2	0%	Maintained
1292	American National Bank & Trust Wichita Falls, Texas	$2K	+$2.93K	1	0%	New
1293	Jones Financial Companies Des Peres, Missouri	$2K	+$1.08K	2	0%	Increased
1294	LJHT Laurie J. Hall Trustee	$2K	-$1.28K	1	0%	Reduced
1295	MWA Miller Wealth Advisors Ridgeway, Colorado	$2K	$0	1	0%	Maintained
1296	MTIC Missouri Trust & Investment Company Springfield, Missouri	$2K	$0	2	0%	Maintained
1297	TC Tacita Capital Toronto, Ontario, Canada	$2K	$0	1	0%	Maintained
1298	VF VitalStone Financial Shavano Park, Texas	$2K	+$2.85K	2	0%	New
1299	CTC (Chicago Trading Company) Chicago, Illinois	$1.94K	-$2.68K	1	0%	Reduced
1300	Gradient Investments Arden Hills, Minnesota	$1.94K	-$3.37K	2	0%	Reduced