← 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
926
CCS
Concentric Capital Strategies
Connecticut
$436K +$376K 1 0.14% New
927
FMTC
Farmers & Merchants Trust Company
California
$436K $0 1 0.11% Maintained
928
RWB
RMR Wealth Builders
New Jersey
$435K +$375K 1 0.09% New
929
Caxton Associates (New York)
Caxton Associates (New York)
New York
$432K -$58K 1 0.04% Reduced
930
FH
FWG Holdings
Florida
$430K -$175K 1 0.33% Reduced
931
EC
Elequin Capital
New York
$428K +$369K 1 0.07% New
932
CreativeOne Wealth
CreativeOne Wealth
Kansas
$427K +$58.5K 1 0.02% Increased
933
North Star Asset Management
North Star Asset Management
Wisconsin
$426K -$2.69K 1 0.02% Reduced
934
GIA
Guyasuta Investment Advisors
Pennsylvania
$424K +$12.4K 1 0.03% Increased
935
FANJ
Financial Architects (New Jersey)
New Jersey
$420K -$107K 1 0.06% Reduced
936
Forum Financial Management
Forum Financial Management
Illinois
$420K +$537 1 0.02% Increased
937
HIC
Holderness Investments Company
North Carolina
$420K -$10.7K 1 0.14% Reduced
938
Greenleaf Trust
Greenleaf Trust
Michigan
$418K +$72.5K 1 0.01% Increased
939
WEG
World Equity Group
Illinois
$417K +$360K 1 0.09% New
940
FCM
Fourpath Capital Management
Oklahoma
$415K -$42.4K 1 0.17% Reduced
941
GSEP
Golden State Equity Partners
California
$415K +$358K 1 0.21% New
942
One Capital Management
One Capital Management
California
$413K -$105K 1 0.02% Reduced
943
Focus Financial Network
Focus Financial Network
Minnesota
$406K -$76.3K 1 0.03% Reduced
944
Merriman Wealth Management
Merriman Wealth Management
Washington
$405K $0 1 0.03% Maintained
945
Waratah Capital Advisors
Waratah Capital Advisors
Ontario, Canada
$405K +$350K 1 0.01% New
946
MFA
Mayflower Financial Advisors
Massachusetts
$401K +$27.9K 1 0.05% Increased
947
HIC
Hartline Investment Corp
Illinois
$397K $0 1 0.05% Maintained
948
PJSIMP
P.J. Schmidt Investment Management (PJS)
Wisconsin
$396K +$16.1K 1 0.09% Increased
949
TFS
TrustCore Financial Services
Tennessee
$395K +$2.69K 1 0.03% Increased
950
JSL
JT Stratford LLC
Georgia
$393K +$9.67K 1 0.11% Increased