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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
2051	MTCM Mint Tower Capital Management Amsterdam, Netherlands	$1K	+$747	1	0%	New
2052	WOC West Oak Capital Westlake Village, California	$1K	$0	1	0%	Maintained
2053	MTIC Missouri Trust & Investment Company Springfield, Missouri	$987	$0	2	0%	Maintained
2054	PA Pineridge Advisors St. Charles, Missouri	$820	$0	2	0%	Maintained
2055	VWA Valued Wealth Advisors Holladay, Utah	$707	+$583	1	0%	New
2056	1IA 1620 Investment Advisors Plymouth, Massachusetts	$548	+$460	1	0%	New
2057	PWS Peterson Wealth Services South Ogden, Utah	$521	+$430	1	0%	New
2058	FPFS First Personal Financial Services Charlotte, North Carolina	$448	+$335	2	0%	New
2059	CFS CGC Financial Services Lake Oswego, Oregon	$372	$0	1	0%	Maintained
2060	MLA MB, Levis & Associates Center Valley, Pennsylvania	$372	$0	1	0%	Maintained
2061	WestEnd Advisors Charlotte, North Carolina	$372	+$307	1	0%	New
2062	DFA DHJJ Financial Advisors Naperville, Illinois	$359	$0	1	0%	Maintained
2063	MFG Mendota Financial Group Madison, Wisconsin	$280	+$129	2	0%	Increased
2064	WBC West Branch Capital Amherst, Massachusetts	$261	+$215	1	0%	New
2065	TCM TD Capital Management Memphis, Tennessee	$186	$0	1	0%	Maintained
2066	CFFP Center for Financial Planning Southfied, Michigan	$123	$0	1	0%	Maintained
2067	RDIA RE Dickinson Investment Advisors Council Bluffs, Iowa	$117	$0	1	0%	Maintained
2068	SWM Sanctuary Wealth Management Pocatello, Idaho	$112	+$116	1	0%	New
2069	FFA Fairfield Financial Advisors Wellesley, Massachusetts	$79	$0	1	0%	Maintained
2070	EWM Evermay Wealth Management Arlington, Virginia	$75	$0	1	0%	Maintained
2071	EAM Eukles Asset Management Cincinnati, Ohio	$74	$0	1	0%	Maintained
2072	FWA FSC Wealth Advisors Fishkill, New York	$8	+$1.93K	1	0%	New
2073	ACM Absolute Capital Management Pittsburgh, Pennsylvania	$0	-$686K	0	–	Closed
2074	Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada	$0	-$339K	0	–	Closed
2075	AFT Alpha Family Trust Los Angeles, California	$0	-$1.1M	0	–	Closed