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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
1376	RFA Reilly Financial Advisors La Mesa, California	$35K	+$270	2	0%	Increased
1377	CHA Carmichael Hill & Associates Gaithersburg, Maryland	$34K	+$4.63K	2	0.02%	Increased
1378	CWP Concord Wealth Partners Abingdon, Virginia	$34K	+$30.2K	1	0.01%	New
1379	GAM Gemmer Asset Management Walnut Creek, California	$34K	$0	2	0%	Maintained
1380	RMC Resources Management Corp West Hartford, Connecticut	$34K	-$4.22K	3	0%	Reduced
1381	HFM Hartford Financial Management Hartford, Connecticut	$33K	$0	1	0.01%	Maintained
1382	TFA Toth Financial Advisory Leesburg, Virginia	$33K	+$3.81K	2	0.01%	Increased
1383	GEA Glen Eagle Advisors Kingston, New Jersey	$32.8K	-$5.59K	2	0.01%	Reduced
1384	PCC Park Circle Company Baltimore, Maryland	$32K	$0	1	0.02%	Maintained
1385	TCM TD Capital Management Memphis, Tennessee	$32K	$0	2	0%	Maintained
1386	LWM Liberty Wealth Management Oakland, California	$30K	$0	1	0.01%	Maintained
1387	LCM Logan Capital Management Newtown Square, Pennsylvania	$30K	$0	2	0%	Maintained
1388	TIS Tortoise Index Solutions Overland Park, Kansas	$30K	+$26.1K	1	0.01%	New
1389	WAS Winch Advisory Services Appleton, Wisconsin	$30K	+$5.78K	3	0.01%	Increased
1390	SFP Sterling Financial Planning Sparta, New Jersey	$29K	+$2.31K	1	0.02%	Increased
1391	WP WealthShield Partners Cary, North Carolina	$29K	-$12.7K	2	0%	Reduced
1392	WP WMS Partners Towson, Maryland	$29K	$0	1	0%	Maintained
1393	Bogart Wealth LLC Mclean, Virginia	$28K	+$2.4K	3	0%	Increased
1394	EWM Evermay Wealth Management Arlington, Virginia	$28K	+$24.4K	2	0.01%	New
1395	WIM Westside Investment Management Santa Monica, California	$26.4K	+$13.4K	4	0.06%	Increased
1396	AIM Arcadia Investment Management Kalamazoo, Michigan	$26K	$0	1	0%	Maintained
1397	DOA D'Orazio & Associates Falls Church, Virginia	$26K	-$98.1K	1	0.01%	Reduced
1398	WB Webster Bank Waterbury, Connecticut	$26K	+$23.1K	1	0%	New
1399	AF Arrow Financial Glens Falls, New York	$25K	+$25.2K	1	0%	New
1400	Pinnacle Financial Partners (Tennessee) Nashville, Tennessee	$24K	+$16.1K	1	0%	Increased