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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
1851	GC Gould Capital Tacoma, Washington	$896	$0	1	0%	Maintained
1852	CPA Clear Point Advisors Melville, New York	$883	$0	1	0%	Maintained
1853	VWWMG Vermillion & White Wealth Management Group Phoenixville, Pennsylvania	$791	+$696	1	0%	New
1854	PA Pineridge Advisors St. Charles, Missouri	$712	+$464	2	0%	Increased
1855	AT Avalon Trust Santa Fe, New Mexico	$708	$0	1	0%	Maintained
1856	DIM DLK Investment Management Solana Beach, California	$700	$0	1	0%	Maintained
1857	MTIC Missouri Trust & Investment Company Springfield, Missouri	$615	$0	2	0%	Maintained
1858	CSC Caldwell Sutter Capital Sausalito, California	$590	$0	1	0%	Maintained
1859	WOC West Oak Capital Westlake Village, California	$590	$0	1	0%	Maintained
1860	CB Chris Bulman Roseville, California	$422	+$383	1	0%	New
1861	PVM Palogic Value Management Dallas, Texas	$298	+$180K	1	0%	Increased
1862	CFS CGC Financial Services Lake Oswego, Oregon	$253	$0	1	0%	Maintained
1863	MLA MB, Levis & Associates Center Valley, Pennsylvania	$253	$0	1	0%	Maintained
1864	DFA DHJJ Financial Advisors Naperville, Illinois	$226	$0	1	0%	Maintained
1865	TCM TD Capital Management Memphis, Tennessee	$167	$0	1	0%	Maintained
1866	BFPW BOK Financial Private Wealth Denver, Colorado	$116	$0	1	0%	Maintained
1867	CFFP Center for Financial Planning Southfied, Michigan	$111	-$14.8K	1	0%	Reduced
1868	RDIA RE Dickinson Investment Advisors Council Bluffs, Iowa	$99	$0	1	0%	Maintained
1869	MFG Mendota Financial Group Madison, Wisconsin	$85	$0	1	0%	Maintained
1870	FFA Fairfield Financial Advisors Wellesley, Massachusetts	$71	+$178	1	0%	New
1871	TCOV Trust Company of Vermont Brattleboro, Vermont	$71	+$178	1	0%	New
1872	EAM Eukles Asset Management Cincinnati, Ohio	$51	$0	1	0%	Maintained
1873	EWM Evermay Wealth Management Arlington, Virginia	$51	$0	1	0%	Maintained
1874	NMM Naples Money Management Naples, Florida	$29	-$4.59K	1	0%	Reduced
1875	AC Abbrea Capital Greenbrae, California	$0	-$268K	0	–	Closed