← 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
801
Soltis Investment Advisors
Soltis Investment Advisors
Utah
$859K +$908K 1 0.13% New
802
BBR Partners
BBR Partners
New York
$852K $0 1 0.11% Maintained
803
Congress Wealth Management
Congress Wealth Management
Massachusetts
$851K +$900K 1 0.02% New
804
AFC
AFT Forsyth & Company
Florida
$848K +$93.5K 1 0.76% Increased
805
Hohimer Wealth Management
Hohimer Wealth Management
Washington
$847K -$11.4K 1 0.27% Reduced
806
SignatureFD
SignatureFD
Georgia
$846K -$1.04K 1 0.03% Reduced
807
BLC
Brown, Lisle/Cummings
Rhode Island
$840K $0 1 0.49% Maintained
808
BOM
Bank of Marin
California
$840K -$20.3K 1 0.83% Reduced
809
RFG Advisory
RFG Advisory
Alabama
$840K +$944K 1 0.05% New
810
Benjamin F. Edwards & Company
Benjamin F. Edwards & Company
Missouri
$838K +$82.8K 1 0.04% Increased
811
TBWA
Three Bridge Wealth Advisors
California
$836K $0 1 0.43% Maintained
812
Dorsey & Whitney Trust
Dorsey & Whitney Trust
South Dakota
$835K +$94K 1 0.09% Increased
813
Gerber Kawasaki Wealth & Investment Management
Gerber Kawasaki Wealth & Investment Management
California
$835K +$16.1K 1 0.08% Increased
814
Meiji Yasuda Life Insurance
Meiji Yasuda Life Insurance
Japan
$831K -$7.79K 1 0.02% Reduced
815
Whittier Trust
Whittier Trust
California
$831K +$2.6K 1 0.02% Increased
816
UCIG
Ulrich Consultants & Investment Group
New Mexico
$830K $0 1 0.64% Maintained
817
Hennion & Walsh Asset Management
Hennion & Walsh Asset Management
New Jersey
$824K +$872K 1 0.05% New
818
IHT Wealth Management
IHT Wealth Management
Illinois
$818K +$243K 1 0.06% Increased
819
NL
NVWM LLC
Pennsylvania
$817K -$1.04K 1 0.32% Reduced
820
Lombard Odier Asset Management (Switzerland)
Lombard Odier Asset Management (Switzerland)
Switzerland
$815K -$362K 1 0.07% Reduced
821
AFM
Abbot Financial Management
Massachusetts
$813K +$13.3K 1 0.58% Increased
822
WQ
Wealth Quarterback
New Jersey
$813K +$309K 1 0.86% Increased
823
Mirador Capital Partners
Mirador Capital Partners
California
$812K -$2.77K 1 0.2% Reduced
824
Dakota Wealth Management
Dakota Wealth Management
Florida
$811K +$474K 1 0.07% Increased
825
Foundations Investment Advisors
Foundations Investment Advisors
Arizona
$802K +$253K 1 0.04% Increased