← 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
951
SGK
Steigerwald Gordon & Koch
Virginia
$292K $0 1 0.04% Maintained
952
APW
Austin Private Wealth
Texas
$291K +$271K 1 0.06% New
953
PP
Pegasus Partners
Wisconsin
$291K +$48.3K 1 0.05% Increased
954
Allworth Financial
Allworth Financial
California
$290K -$37.9K 1 0% Reduced
955
YC
Yarbrough Capital
Tennessee
$290K +$270K 1 0.02% New
956
DI
Diligent Investors
California
$287K +$267K 1 0.08% New
957
First Merchants Corp
First Merchants Corp
Indiana
$287K $0 1 0.02% Maintained
958
AP
Advisor Partners
California
$286K $0 1 0.02% Maintained
959
CWM
CCG Wealth Management
California
$284K $0 1 0.15% Maintained
960
RB
Renasant Bank
Mississippi
$283K -$7.27K 1 0.19% Reduced
961
Peapack-Gladstone Financial Corp
Peapack-Gladstone Financial Corp
New Jersey
$279K +$260K 1 0.01% New
962
RCM
RB Capital Management
Nevada
$279K +$261K 1 0.09% New
963
BOTW
Bank of the West
California
$278K +$260K 1 0.03% New
964
Gabelli Funds
Gabelli Funds
New York
$278K -$104K 1 0% Reduced
965
JSC
Jackson Square Capital
California
$278K +$260K 1 0.08% New
966
Personal Capital Advisors
Personal Capital Advisors
California
$278K +$7.27K 1 0% Increased
967
RWA
Ropes Wealth Advisors
Massachusetts
$278K $0 1 0.05% Maintained
968
TFA
Trinity Financial Advisors
Ohio
$278K $0 1 0.16% Maintained
969
VCM
Vigilant Capital Management
Maine
$278K +$253K 1 0.02% Increased
970
Evercore Wealth Management
Evercore Wealth Management
New York
$276K $0 1 0% Maintained
971
SW
SlateStone Wealth
Florida
$276K $0 1 0.06% Maintained
972
SCM
Southport Capital Management
Tennessee
$274K +$255K 1 0.05% New
973
WAP
Wealthcare Advisory Partners
Pennsylvania
$269K +$251K 1 0.02% New
974
Aspiriant LLC
Aspiriant LLC
California
$268K +$11.4K 1 0.01% Increased
975
SAM
Secure Asset Management
Michigan
$265K +$247K 1 0.11% New