← 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
776
DAM
Delta Asset Management
Tennessee
$2K -$3.17K 1 0% Reduced
777
EWM
Elmwood Wealth Management
California
$2K $0 1 0% Maintained
778
LS
Leelyn Smith
Illinois
$2K +$2.11K 1 0% New
779
PWMG
Prestige Wealth Management Group
New Jersey
$2K +$1.9K 1 0% New
780
PO
Private Ocean
California
$2K $0 1 0% Maintained
781
TCI Wealth Advisors
TCI Wealth Advisors
Arizona
$2K $0 1 0% Maintained
782
VNA
Valley National Advisers
Pennsylvania
$2K $0 1 0% Maintained
783
VCM
Versant Capital Management
Arizona
$2K -$846 1 0% Reduced
784
WAS
Winch Advisory Services
Wisconsin
$2K $0 1 0% Maintained
785
HF
Halpern Financial
Virginia
$1.84K +$1.69K 1 0% New
786
Apollon Wealth Management
Apollon Wealth Management
South Carolina
$1K +$846 1 0% New
787
APWA
Atlas Private Wealth Advisors
New Jersey
$1K +$1.27K 1 0% New
788
BWM
BerganKDV Wealth Management
Minnesota
$1K +$1.06K 1 0% New
789
CAM
ClariVest Asset Management
California
$1K +$1.27K 1 0% New
790
CCM
Cribstone Capital Management
Maine
$1K $0 1 0% Maintained
791
RCA
Ranch Capital Advisors
Florida
$1K +$846 1 0% New
792
TFO
Tarbox Family Office
California
$1K $0 1 0% Maintained
793
TI
tru Independence
Oregon
$1K -$84.6K 1 0% Reduced
794
WR
Watson Rebecca
$1K +$1.27K 1 0% New
795
WIM
Westside Investment Management
California
$16 $0 1 0% Maintained
796
Advisory Alpha
Advisory Alpha
Michigan
$0 -$2.5K 0 – Closed
797
AFC
AFT Forsyth & Company
Florida
$0 -$246K 0 – Closed
798
AIC
Ameritas Investment Company
Nebraska
$0 -$1K 0 – Closed
799
Artemis Investment Management
Artemis Investment Management
United Kingdom
$0 -$24.4M 0 – Closed
800
ACM
AUA Capital Management
Pennsylvania
$0 -$57K 0 – Closed