← 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
1826	KMWM Keudell/Morrison Wealth Management Salem, Oregon	$835K	-$31.6K	1	0.16%	Reduced
1827	CA Crewe Advisors Salt Lake City, Utah	$834K	+$17.9K	1	0.06%	Increased
1828	AOWM Asset One Wealth Management Bellevue, Washington	$828K	-$23.3K	1	0.09%	Reduced
1829	SI Sora Investors Bryn Mawr, Pennsylvania	$826K	-$132K	1	0.06%	Reduced
1830	HI Hudock Inc Williamsport, Pennsylvania	$825K	$0	1	0.11%	Maintained
1831	AP Advisortrust Partners Raleigh, North Carolina	$824K	+$241K	1	0.28%	Increased
1832	Confluence Wealth Services Mcmurray, Pennsylvania	$817K	+$129K	1	0.02%	Increased
1833	EW Elyxium Wealth San Mateo, California	$817K	+$549K	1	0.09%	New
1834	SWA Strategies Wealth Advisors Grand Rapids, Michigan	$812K	-$9.61K	1	0.07%	Reduced
1835	WFS WealthGarden F.S. El Segundo, California	$808K	+$542K	1	0.46%	New
1836	ADL Asset Dedication LLC San Francisco, California	$804K	+$2.29K	1	0.05%	Increased
1837	KIA KCM Investment Advisors Greenbrae, California	$801K	-$21.5K	1	0.02%	Reduced
1838	FFA Fi3 Financial Advisors Indianapolis, Indiana	$801K	+$1.57M	1	0.19%	New
1839	CH CDKV Holdings Denver, Colorado	$798K	-$54.9K	1	0.62%	Reduced
1840	AWM Ariadne Wealth Management Santa Barbara, California	$798K	-$83.3K	1	0.35%	Reduced
1841	SA Sovran Advisors San Diego, California	$797K	-$155K	1	0.06%	Reduced
1842	LIA LBMC Investment Advisors Brentwood, Tennessee	$796K	+$5.95K	1	0.04%	Increased
1843	BWP Burling Wealth Partners Chicago, Illinois	$795K	+$916	1	0.12%	Increased
1844	NGA Naples Global Advisors Naples, Florida	$794K	+$2.29K	1	0.05%	Increased
1845	SF Sun Financial Midvale, Utah	$793K	-$1.14M	1	0.37%	Reduced
1846	SW SlateStone Wealth Jupiter, Florida	$787K	-$15.6K	1	0.06%	Reduced
1847	1C 111 Capital Paris, France	$785K	+$527K	1	0.13%	New
1848	GWS Greykasell Wealth Strategies Danville, California	$783K	+$35K	1	0.28%	Increased
1849	BIA Beacon Investment Advisors Gaithersburg, Maryland	$781K	$0	1	0.25%	Maintained
1850	MCA Millennium Capital Advisors Little Rock, Arkansas	$780K	$0	1	0.43%	Maintained