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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
1351	BWS BCR Wealth Strategies Vestavia, Alabama	$3K	$0	1	0%	Maintained
1352	COCM Charter Oak Capital Management Portsmouth, New Hampshire	$3K	$0	3	0%	Maintained
1353	CWP Concord Wealth Partners Abingdon, Virginia	$3K	-$34K	2	0%	Reduced
1354	CCMW Cypress Capital Management (Wyoming) Sheridan, Wyoming	$3K	-$266	1	0%	Reduced
1355	EverSource Wealth Advisors Birmingham, Alabama	$3K	-$836	3	0%	Reduced
1356	MWA Miller Wealth Advisors Ridgeway, Colorado	$3K	$0	1	0%	Maintained
1357	PP Pacifica Partners Surrey, Canada	$3K	+$5K	2	0%	Increased
1358	STCOSD Sageworth Trust Company of South Dakota Sioux Falls, South Dakota	$3K	-$1.69K	2	0.01%	Reduced
1359	SN Sittner & Nelson Eugene, Oregon	$3K	$0	1	0%	Maintained
1360	SIS Sound Income Strategies Ft Lauderdale, Florida	$3K	+$988	1	0%	Increased
1361	TC Tacita Capital Toronto, Ontario, Canada	$3K	$0	1	0%	Maintained
1362	FFA Fairfield Financial Advisors Wellesley, Massachusetts	$2.9K	$0	2	0%	Maintained
1363	CIA Cascade Investment Advisors Oregon City, Oregon	$2.61K	$0	1	0%	Maintained
1364	HWMA Heritage Wealth Management (Arizona) Phoenix, Arizona	$2.52K	$0	2	0%	Maintained
1365	BWM BerganKDV Wealth Management Bloomington, Minnesota	$2K	+$336	2	0%	Increased
1366	CWM Curi Wealth Management Raleigh, North Carolina	$2K	-$1.98K	1	0%	Reduced
1367	FMP Financial Management Professionals Austin, Texas	$2K	-$123K	1	0%	Reduced
1368	FRA Front Row Advisors Tiburon, California	$2K	+$299	1	0%	Increased
1369	HWM HighMark Wealth Management St. Paul, Minnesota	$2K	+$2.47K	1	0%	New
1370	KIG Kessler Investment Group Columbus, Indiana	$2K	$0	1	0%	Maintained
1371	MAWCM Mine & Arao Wealth Creation & Management Campbell, California	$2K	-$4K	1	0%	Reduced
1372	MTIC Missouri Trust & Investment Company Springfield, Missouri	$2K	$0	2	0%	Maintained
1373	MFT Moisand Fitzgerald Tamayo Orlando, Florida	$2K	+$1.98K	2	0%	Increased
1374	PWMG Prestige Wealth Management Group Flemington, New Jersey	$2K	+$1.07K	2	0%	Increased
1375	PA PSI Advisors Tampa, Florida	$2K	$0	1	0%	Maintained