← 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
LIWM
Long Island Wealth Management
New York
$2K +$1.87K 1 0% New
1827
BCMLT
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.88K $0 1 0% Maintained
1828
CIR
Clear Investment Research
Georgia
$1.47K +$267 1 0% Increased
1829
SFA
Semmax Financial Advisors
North Carolina
$1.47K +$1.07K 1 0% New
1830
FGAM
Financial Gravity Asset Management
Texas
$1.27K +$1.07K 1 0% New
1831
DFA
DHJJ Financial Advisors
Illinois
$885 $0 1 0% Maintained
1832
TFM
TFC Financial Management
Massachusetts
$885 -$267 1 0% Reduced
1833
DWM
Dogwood Wealth Management
Kansas
$606 +$535 1 0% New
1834
TWD
True Wealth Design
Ohio
$590 $0 1 0% Maintained
1835
WestEnd Advisors
WestEnd Advisors
North Carolina
$590 $0 1 0% Maintained
1836
FSWA
Financial Synergies Wealth Advisors
Texas
$419 $0 1 0% Maintained
1837
WPA
West Paces Advisors
Georgia
$295 +$267 1 0% New
1838
VWA
Valued Wealth Advisors
Utah
$235 +$267 1 0% New
1839
APM
Advanced Portfolio Management
New York
$0 -$417K 0 – Closed
1840
AR
Advisory Research
Illinois
$0 -$466K 0 – Closed
1841
AFG
Albion Financial Group
Utah
$0 -$3.05K 0 – Closed
1842
ACM
Alight Capital Management
New York
$0 -$7.03M 0 – Closed
1843
Alphadyne Asset Management
Alphadyne Asset Management
New York
$0 -$337K 0 – Closed
1844
AFS
Annapolis Financial Services
Maryland
$0 -$1.41K 0 – Closed
1845
AIM
Aspen Investment Management
Michigan
$0 -$506K 0 – Closed
1846
ACP
Atalan Capital Partners
New York
$0 -$35.2M 0 – Closed
1847
AWA
Authentikos Wealth Advisory
California
$0 -$6.33K 0 – Closed
1848
AG
Avala Global
New York
$0 -$32.4M 0 – Closed
1849
BSSFA
Baron Silver Stevens Financial Advisors
Florida
$0 -$347K 0 – Closed
1850
BCM
Bayesian Capital Management
New York
$0 -$20M 0 – Closed