← 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
1776
PA
Promethium Advisors
Maryland
$222K +$219K 1 0.16% New
1777
JCM
Jacobsen Capital Management
Utah
$222K +$218K 1 0.09% New
1778
SFB
STAR Financial Bank
Indiana
$221K -$21.9K 1 0.15% Reduced
1779
FFA
Founders Financial Alliance
North Carolina
$221K $0 1 0.06% Maintained
1780
CFC
Coyle Financial Counsel
Illinois
$221K +$219K 1 0.08% New
1781
TWA
Talisman Wealth Advisors
New Jersey
$221K $0 1 0.23% Maintained
1782
LGG
Luts & Greenleigh Group
Maryland
$221K -$4.04K 1 0.21% Reduced
1783
4WM
49 Wealth Management
Texas
$219K +$216K 1 0.04% New
1784
CPP
Capasso Planning Partners
South Carolina
$219K +$216K 1 0.06% New
1785
MCA
Millennium Capital Advisors
Arkansas
$219K +$3.37K 1 0.14% Increased
1786
Iconiq Capital
Iconiq Capital
California
$218K +$215K 1 0% New
1787
IF
Intrua Financial
Texas
$218K +$215K 1 0.03% New
1788
Confluence Wealth Services
Confluence Wealth Services
Pennsylvania
$218K +$214K 1 0.02% New
1789
CF
Convergence Financial
Missouri
$216K +$8.75K 1 0.05% Increased
1790
CFS
Commonwealth Financial Services
West Virginia
$216K +$220K 1 0.04% New
1791
BWP
BSW Wealth Partners
Colorado
$215K +$212K 1 0.03% New
1792
SAF
Smith Anglin Financial
Texas
$215K +$212K 1 0.02% New
1793
Wedge Capital Management
Wedge Capital Management
North Carolina
$215K -$16.5K 1 0% Reduced
1794
MAG
MRA Advisory Group
New Jersey
$214K -$46.1K 1 0.12% Reduced
1795
BWA
Boulder Wealth Advisors
Colorado
$214K +$211K 1 0.12% New
1796
SMH
Sanders Morris Harris
Texas
$214K $0 1 0.04% Maintained
1797
NERM
New England Research & Management
Illinois
$214K -$446K 1 0.1% Reduced
1798
CI
Ceera Investments
Texas
$214K $0 1 0.08% Maintained
1799
BTWM
Brass Tax Wealth Management
Ohio
$213K -$15.1K 1 0.05% Reduced
1800
Forvis Mazars Wealth Advisors
Forvis Mazars Wealth Advisors
Missouri
$213K +$210K 1 0% New