← 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
1701
Klingman & Associates
Klingman & Associates
New York
$256K +$10.1K 1 0.02% Increased
1702
LI
Lafayette Investments
Maryland
$256K $0 1 0.05% Maintained
1703
ACP
Aveo Capital Partners
Colorado
$256K +$9.43K 1 0.03% Increased
1704
SW
SkyOak Wealth
Michigan
$256K -$8.42K 1 0.06% Reduced
1705
WGC
Watts Gwilliam & Co
Arizona
$255K +$242K 1 0.06% New
1706
Two Sigma Investments
Two Sigma Investments
New York
$254K +$250K 1 0% New
1707
CIS
Custom Index Systems
New York
$253K -$21.9K 1 0.14% Reduced
1708
Eisler Capital (UK)
Eisler Capital (UK)
United Kingdom
$253K +$249K 1 0% New
1709
GLA
Good Life Advisors
Pennsylvania
$253K +$249K 1 0.02% New
1710
TCTC Holdings
TCTC Holdings
Texas
$252K $0 1 0.01% Maintained
1711
FM
Family Management
New York
$252K +$31.6K 1 0.04% Increased
1712
PCM
Princeton Capital Management
New Jersey
$251K +$247K 1 0.08% New
1713
ITIM
Indiana Trust & Investment Management
Indiana
$251K +$23.2K 1 0.09% Increased
1714
SIA
Schechter Investment Advisors
Michigan
$250K +$246K 1 0.02% New
1715
GC
Garde Capital
Washington
$250K $0 1 0.02% Maintained
1716
SRC
Shufro Rose & Co
New York
$249K $0 1 0.02% Maintained
1717
JPG
Jordan Park Group
California
$248K +$244K 1 0.02% New
1718
CAS
Coppell Advisory Solutions
Texas
$248K +$82.5K 1 0.04% Increased
1719
NWM
Northwest Wealth Management
Iowa
$247K $0 1 0.06% Maintained
1720
RFA
Register Financial Advisors
Georgia
$247K $0 1 0.13% Maintained
1721
Bragg Financial Advisors
Bragg Financial Advisors
North Carolina
$246K +$242K 1 0.01% New
1722
CWM
Concentric Wealth Management
California
$245K $0 1 0.06% Maintained
1723
IWN
Independent Wealth Network
Iowa
$245K +$5.05K 1 0.11% Increased
1724
NCM
NCM Capital Management
New Jersey
$245K $0 1 0.12% Maintained
1725
ABWM
Alpine Bank Wealth Management
Colorado
$244K +$241K 1 0.04% New