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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
1326	AssetMark Inc Concord, California	$2K	-$13.8K	2	0%	Reduced
1327	BWS BCR Wealth Strategies Vestavia, Alabama	$2K	$0	1	0%	Maintained
1328	BBPWM Blue Bell Private Wealth Management Blue Bell, Pennsylvania	$2K	-$2K	2	0%	Reduced
1329	CT Cambridge Trust Cambridge, Massachusetts	$2K	-$14.5K	1	0%	Reduced
1330	FMP Financial Management Professionals Austin, Texas	$2K	$0	1	0%	Maintained
1331	HWMA Heritage Wealth Management (Arizona) Phoenix, Arizona	$2K	$0	2	0%	Maintained
1332	JFGIW Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin	$2K	-$14.9K	1	0%	Reduced
1333	KIG Kessler Investment Group Columbus, Indiana	$2K	$0	1	0%	Maintained
1334	MTIC Missouri Trust & Investment Company Springfield, Missouri	$2K	$0	2	0%	Maintained
1335	MFT Moisand Fitzgerald Tamayo Orlando, Florida	$2K	$0	1	0%	Maintained
1336	PP Pacifica Partners Surrey, Canada	$2K	$0	1	0%	Maintained
1337	PMFA Plante Moran Financial Advisors Southfield, Michigan	$2K	-$17.4K	1	0%	Reduced
1338	PTC Private Trust Company Cleveland, Ohio	$2K	-$12.7K	1	0%	Reduced
1339	PA PSI Advisors Tampa, Florida	$2K	$0	1	0%	Maintained
1340	SBL Sargent Bickham Lagudis Boulder, Colorado	$2K	$0	1	0%	Maintained
1341	SC Solstein Capital Menlo Park, California	$2K	$0	1	0%	Maintained
1342	SIS Sound Income Strategies Ft Lauderdale, Florida	$2K	$0	1	0%	Maintained
1343	TC Tacita Capital Toronto, Ontario, Canada	$2K	$0	1	0%	Maintained
1344	VAM Vienna Asset Management Saratoga, California	$2K	+$1.78K	1	0.01%	New
1345	BC Barrett & Company Providence, Rhode Island	$1.08K	+$1.54K	2	0%	New
1346	RWM Raffa Wealth Management Washington, District of Columbia	$1.01K	$0	2	0%	Maintained
1347	BSB Bangor Savings Bank Bangor, Maine	$1K	$0	1	0%	Maintained
1348	BWM BerganKDV Wealth Management Bloomington, Minnesota	$1K	$0	2	0%	Maintained
1349	CWA Carolina Wealth Advisors Myrtle Beach, South Carolina	$1K	$0	1	0%	Maintained
1350	CSPAM Cary Street Partners Asset Management Richmond, Virginia	$1K	+$1.12K	1	0%	New