← 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
2201
KFI
Key Financial Inc
Pennsylvania
$23K +$18.3K 1 0.01% Increased
2202
SWIM
Smallwood Wealth Investment Management
New Jersey
$22.2K +$24K 1 0.01% New
2203
RCM
Ravenstone Capital Management
$21.8K +$23.7K 1 0.01% New
2204
NECFA
New England Capital Financial Advisors
Connecticut
$21.2K $0 1 0.01% Maintained
2205
POIA
Pin Oak Investment Advisors
Texas
$21K +$11.5K 1 0.02% Increased
2206
RWM
Rialto Wealth Management
New York
$20.5K +$1.85K 1 0.01% Increased
2207
VBA
von Borstel & Associates
Oregon
$20K +$22.2K 1 0.01% New
2208
NCM
Northwest Capital Management
Oregon
$18.8K $0 1 0.01% Maintained
2209
CMBA
C.M. Bidwell & Associates
Hawaii
$18.4K $0 1 0.01% Maintained
2210
PPA
Painted Porch Advisors
California
$18.4K +$19.6K 1 0.01% Increased
2211
RWM
Raffa Wealth Management
District of Columbia
$17.4K +$2.22K 1 0% Increased
2212
SCA
Stuart Chaussee & Associates
California
$17.4K $0 1 0% Maintained
2213
BDPWM
Barnes Dennig Private Wealth Management
Ohio
$17.2K +$18.7K 1 0.03% New
2214
CCM
CAAS Capital Management
New York
$17.1K +$18.5K 1 0% New
2215
DF
Dunhill Financial
United Kingdom
$16.1K +$3.7K 1 0.01% Increased
2216
ME
McIlrath & Eck
Washington
$16K $0 1 0% Maintained
2217
SO
Sierra Ocean
California
$16K +$1.85K 1 0.01% Increased
2218
SW
SVB Wealth
Massachusetts
$16K -$3.79M 1 0% Reduced
2219
CMP
Coston McIsaac & Partners
Maine
$16K $0 1 0% Maintained
2220
MWM
Mascoma Wealth Management
New Hampshire
$15.7K $0 1 0% Maintained
2221
VWA
VSM Wealth Advisory
Maryland
$15.7K +$2.22K 1 0.01% Increased
2222
TFGT
TS Financial Group (TSFG)
Illinois
$15K -$2.77K 1 0% Reduced
2223
CIAS
CBIZ Investment Advisory Services
Ohio
$14.8K +$13.1K 1 0% Increased
2224
SN
Sittner & Nelson
Oregon
$14.3K $0 1 0.01% Maintained
2225
PWMG
Private Wealth Management Group
New Jersey
$13.3K -$1.48K 1 0% Reduced