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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
1526	PMFA Plante Moran Financial Advisors Southfield, Michigan	$9K	$0	1	0%	Maintained
1527	TFO Tarbox Family Office Newport Beach, California	$9K	$0	2	0%	Maintained
1528	YAL Your Advocates Ltd Houston, Texas	$9K	$0	1	0.01%	Maintained
1529	HWMA Heritage Wealth Management (Arizona) Phoenix, Arizona	$8K	-$2.44K	3	0%	Reduced
1530	MS Mizuho Securities Tokyo, Japan	$8K	+$27	2	0%	Increased
1531	SN Sittner & Nelson Eugene, Oregon	$8K	+$8.54K	1	0.01%	New
1532	Heritage Wealth Advisors Richmond, Virginia	$7.24K	-$105	1	0%	Reduced
1533	CBT Central Bank & Trust Lexington, Kentucky	$7K	$0	1	0%	Maintained
1534	COCM Charter Oak Capital Management Portsmouth, New Hampshire	$7K	$0	3	0%	Maintained
1535	CCA Column Capital Advisors Indianapolis, Indiana	$7K	+$4.4K	2	0%	Increased
1536	FRA Front Row Advisors Tiburon, California	$7K	$0	1	0%	Maintained
1537	HR Howe & Rusling Rochester, New York	$7K	+$356	3	0%	Increased
1538	KTC Kistler-Tiffany Companies Berwyn, Pennsylvania	$7K	-$1K	4	0%	Reduced
1539	LPWM Lake Point Wealth Management Rockwall, Texas	$7K	$0	2	0%	Maintained
1540	LA LVW Advisors Pittsford, New York	$7K	$0	1	0%	Maintained
1541	TC Tacita Capital Toronto, Ontario, Canada	$7K	$0	1	0%	Maintained
1542	GAM Gemmer Asset Management Walnut Creek, California	$6K	-$24.4K	2	0%	Reduced
1543	MFT Moisand Fitzgerald Tamayo Orlando, Florida	$6K	+$1.22K	1	0%	Increased
1544	SSC Syverson Strege & Co West Des Moines, Iowa	$6K	+$5.75K	3	0%	New
1545	IF Ironwood Financial Tucson, Arizona	$5K	$0	1	0%	Maintained
1546	MIM Macroview Investment Management Bethesda, Maryland	$5K	$0	1	0.01%	Maintained
1547	MAWCM Mine & Arao Wealth Creation & Management Campbell, California	$5K	$0	1	0%	Maintained
1548	PWMG Prestige Wealth Management Group Flemington, New Jersey	$5K	+$1.58K	2	0%	Increased
1549	Smithfield Trust Pittsburgh, Pennsylvania	$5K	$0	1	0%	Maintained
1550	SIS Sound Income Strategies Ft Lauderdale, Florida	$5K	+$2.27K	1	0%	Increased