← 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
651
WA
WealthTrust-Arizona
Arizona
$2K $0 1 0% Maintained
652
EWM
Elmwood Wealth Management
California
$1.81K +$1.67K 1 0% New
653
RWM
Raffa Wealth Management
District of Columbia
$1.63K +$1.5K 1 0% New
654
CAGAS
Capital Advisory Group Advisory Services
Minnesota
$1K +$1K 1 0% New
655
GWS
Glassman Wealth Services
Virginia
$1K +$333 1 0% Increased
656
Global Retirement Partners
Global Retirement Partners
California
$1K -$17K 1 0% Reduced
657
Gradient Investments
Gradient Investments
Minnesota
$1K -$333 1 0% Reduced
658
JCM
Jacobi Capital Management
Pennsylvania
$1K $0 1 0% Maintained
659
RFA
Reilly Financial Advisors
California
$1K -$28K 1 0% Reduced
660
WAS
Winch Advisory Services
Wisconsin
$1K $0 1 0% Maintained
661
AM
Account Management
Massachusetts
$0 -$4.53M 0 – Closed
662
AFNAS
American Financial Network Advisory Services
California
$0 -$78K 0 – Closed
663
AMI
Amica Mutual Insurance
Rhode Island
$0 -$1.12M 0 – Closed
664
APFBOT
Amica Pension Fund Board of Trustees
Rhode Island
$0 -$822K 0 – Closed
665
ARMT
Amica Retiree Medical Trust
Rhode Island
$0 -$127K 0 – Closed
666
ACM
Aviance Capital Management
Florida
$0 -$40K 0 – Closed
667
Balentine LLC
Balentine LLC
Georgia
$0 -$3K 0 – Closed
668
BCM
Blume Capital Management
California
$0 -$14K 0 – Closed
669
Boothbay Fund Management
Boothbay Fund Management
New York
$0 -$307K 0 – Closed
670
CIM
CIM Investment Management
Pennsylvania
$0 -$1.26M 0 – Closed
671
CG
Clinton Group
New York
$0 -$499K 0 – Closed
672
CCM
Criterion Capital Management
California
$0 -$50.5M 0 – Closed
673
DAM
Delta Asset Management
Tennessee
$0 -$2K 0 – Closed
674
DACG
Donor Advised Charitable Giving
California
$0 -$1.13M 0 – Closed
675
DCM
Dupont Capital Management
Delaware
$0 -$377K 0 – Closed