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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
1951	FFL Financial Freedom LLC Cincinnati, Ohio	$12.4K	$0	3	0.01%	Maintained
1952	NFA Northwest Financial Advisors Herndon, Virginia	$12.4K	+$10.2K	1	0.01%	New
1953	MA MSA Advisors Santa Monica, California	$12.1K	$0	1	0%	Maintained
1954	BWM Bullock Wealth Management Bloomington, Indiana	$12.1K	+$2.15K	2	0.01%	Increased
1955	EWP Elevation Wealth Partners Santa Rosa, California	$11.6K	+$234	2	0.01%	Increased
1956	LWANC Laurel Wealth Advisors (North Carolina) Charlotte, North Carolina	$11.5K	+$3.74K	3	0%	Increased
1957	AWM AllSquare Wealth Management Albany, New York	$11.2K	$0	1	0.01%	Maintained
1958	DWM Darwin Wealth Management Tampa, Florida	$11.2K	-$246K	1	0%	Reduced
1959	TC Tacita Capital Toronto, Ontario, Canada	$11.2K	$0	1	0.01%	Maintained
1960	TLA Tanglewood Legacy Advisors Houston, Texas	$11.2K	$0	1	0.01%	Maintained
1961	APC Aspire Private Capital Cornelius, North Carolina	$10.8K	$0	1	0%	Maintained
1962	Clear Street New York	$10.8K	-$1.74K	1	0%	Reduced
1963	HWP Highline Wealth Partners Sherman Oaks, California	$10.2K	+$286	1	0%	Increased
1964	DF Dunhill Financial London, United Kingdom	$10.2K	$0	1	0.01%	Maintained
1965	MRCM M&R Capital Management Summit, New Jersey	$10K	$0	1	0%	Maintained
1966	CPG Cornerstone Planning Group Fairfield, New Jersey	$9.97K	+$1.65K	4	0%	Increased
1967	FA Financial Avengers Oakland, California	$9.3K	$0	1	0%	Maintained
1968	PP Pingora Partners Wilson, Wyoming	$9.3K	$0	1	0.01%	Maintained
1969	SC Solstein Capital Menlo Park, California	$9.3K	$0	1	0%	Maintained
1970	PCWA Pacific Capital Wealth Advisors Corona, California	$9.19K	$0	1	0%	Maintained
1971	CA Claris Advisors St. Louis, Missouri	$8.99K	+$7.33K	3	0%	New
1972	GJWM Gilliland Jeter Wealth Management Little Rock, Arkansas	$8.89K	$0	1	0%	Maintained
1973	KA Kozak & Associates Highlands Ranch, Colorado	$8.65K	$0	2	0%	Maintained
1974	HWM HighMark Wealth Management St. Paul, Minnesota	$8.43K	-$5.19K	2	0%	Reduced
1975	RFG REAP Financial Group Austin, Texas	$8.36K	+$5.84K	1	0%	New