← All themes Cybersecurity

Agentic AI Security

Agentic AI security governs what autonomous software is permitted to do, and records what it did. Handing agents credentials and tools creates an attack surface that conventional controls were not designed for.

2 stocks

# Name Holding Trade Value Theme
Stocks
% of
Portfolio
Status
526
SIM
Sonora Investment Management
Arizona
$21K $0 1 0% Maintained
527
CFA
Carroll Financial Associates
North Carolina
$20K +$10.1K 1 0% Increased
528
CBOA
Commonwealth Bank of Australia
Australia
$20K -$54.9K 1 0% Reduced
529
BAM
Barrett Asset Management
New York
$19K $0 1 0% Maintained
530
BTIS
BB&T Investment Services
North Carolina
$19K +$5.6K 1 0% Increased
531
Wealthspire Advisors (Maryland)
Wealthspire Advisors (Maryland)
Maryland
$19K +$9.16K 1 0% Increased
532
MFT
Moisand Fitzgerald Tamayo
Florida
$17K +$16.4K 1 0.01% New
533
First Horizon Advisors
First Horizon Advisors
Tennessee
$15K $0 1 0% Maintained
534
Huntington National Bank
Huntington National Bank
Ohio
$14K $0 1 0% Maintained
535
Loring Wolcott & Coolidge Fiduciary Advisors
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$14K $0 1 0% Maintained
536
PCP
Proficio Capital Partners
Massachusetts
$14K +$957 1 0.01% Increased
537
SBL
Sargent Bickham Lagudis
Colorado
$13K $0 1 0% Maintained
538
Pathstone Family Office
Pathstone Family Office
New Jersey
$12K -$1.09K 1 0.01% Reduced
539
PFGIA
Patriot Financial Group Insurance Agency
Massachusetts
$12K $0 1 0.01% Maintained
540
WCM
Wealthcare Capital Management
Virginia
$11K $0 1 0% Maintained
541
GGHC
Gilder Gagnon Howe & Co
New York
$10K +$9.7K 1 0% New
542
IHT Wealth Management
IHT Wealth Management
Illinois
$10K -$13.5K 1 0% Reduced
543
BDWM
Brewin Dolphin Wealth Management
Ireland
$9.37K +$8.88K 1 0.01% New
544
CHP
Cable Hill Partners
Oregon
$9K $0 1 0% Maintained
545
Acadian Asset Management
Acadian Asset Management
Massachusetts
$7K -$273 1 0% Reduced
546
Evercore Wealth Management
Evercore Wealth Management
New York
$7K +$6.29K 1 0% New
547
SAM
Shamrock Asset Management
Texas
$7K $0 1 0% Maintained
548
CCM
Cribstone Capital Management
Maine
$6K $0 1 0% Maintained
549
Geneos Wealth Management
Geneos Wealth Management
Colorado
$6K $0 1 0% Maintained
550
Arax Advisory Partners
Arax Advisory Partners
Colorado
$5K $0 1 0% Maintained