← 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
1601
ACG
Allen Capital Group
Nebraska
$235K +$261K 1 0.03% New
1602
AWM
Angeles Wealth Management
California
$235K -$139K 1 0.02% Reduced
1603
FAM
Flaharty Asset Management
Florida
$234K -$131K 1 0.03% Reduced
1604
HBW
Hazlett, Burt & Watson
West Virginia
$234K +$9.15K 1 0.14% Increased
1605
SFP
Shepherd Financial Partners
Massachusetts
$232K +$258K 1 0.03% New
1606
EL
Essex LLC
Illinois
$232K -$82K 1 0.05% Reduced
1607
AP
Adero Partners
California
$232K +$3.15K 1 0.02% Increased
1608
CA
Continuum Advisory
Idaho
$232K +$3.15K 1 0.03% Increased
1609
NCM
Nelson Capital Management
California
$231K +$21.1K 1 0.04% Increased
1610
CPRC
Consolidated Portfolio Review Corp
New York
$231K -$3.41M 1 0.06% Reduced
1611
KFS
Kaizen Financial Strategies
California
$230K +$256K 1 0.16% New
1612
PRS
Pinkerton Retirement Specialists
Idaho
$230K +$255K 1 0.04% New
1613
Emerald Mutual Fund Advisers Trust
Emerald Mutual Fund Advisers Trust
Pennsylvania
$230K -$40.1K 1 0.01% Reduced
1614
Facet Wealth Inc
Facet Wealth Inc
Maryland
$229K -$52.4K 1 0.01% Reduced
1615
AWM
AllSquare Wealth Management
New York
$227K $0 1 0.13% Maintained
1616
OL
OneFund LLC
Florida
$227K -$3.47K 1 0.27% Reduced
1617
SWA
SOA Wealth Advisors
New York
$226K +$83.6K 1 0.05% Increased
1618
1WA
180 Wealth Advisors
Washington
$225K -$143K 1 0.04% Reduced
1619
ZF
Zhang Financial
Michigan
$224K +$249K 1 0.02% New
1620
ORG
Optimist Retirement Group
Washington
$224K +$249K 1 0.12% New
1621
ACP
Aveo Capital Partners
Colorado
$224K +$12K 1 0.02% Increased
1622
EA
Ellsworth Advisors
Ohio
$224K -$14.2K 1 0.06% Reduced
1623
FBT
First Bank & Trust
South Dakota
$223K +$248K 1 0.05% New
1624
OL
Optas LLC
Texas
$223K -$2.84K 1 0.06% Reduced
1625
AWA
Aaron Wealth Advisors
Illinois
$221K +$24.9K 1 0.03% Increased