← 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
2351
CWM
Cranbrook Wealth Management
Michigan
$11.1K +$10K 1 0% New
2352
CW
Curio Wealth
Maryland
$11.1K +$9.84K 1 0% Increased
2353
DRP
Decker Retirement Planning
Utah
$11.1K +$10K 1 0.01% New
2354
LC
Lavaca Capital
Texas
$11.1K $0 1 0% Maintained
2355
SC
Solstein Capital
California
$11.1K $0 1 0.01% Maintained
2356
LIA
Luken Investment Analytics
Tennessee
$10.6K $0 1 0% Maintained
2357
MWM
Mascoma Wealth Management
New Hampshire
$10.6K -$7.43K 1 0% Reduced
2358
BHWM
Bay Harbor Wealth Management
Maryland
$10.4K +$1.86K 1 0% Increased
2359
DF
Dunhill Financial
United Kingdom
$10.4K -$8.17K 1 0% Reduced
2360
AA
Addison Advisors
Vermont
$10K +$2.41K 1 0% Increased
2361
RWS
Retirement Wealth Solutions
Wisconsin
$10K -$26.7K 1 0.01% Reduced
2362
W
WealthCollab
Washington
$8.6K +$1.11K 1 0% Increased
2363
BFS
Bare Financial Services
Pennsylvania
$8.59K +$5.38K 1 0% Increased
2364
CWM
CarsonAllaria Wealth Management
Illinois
$8.19K $0 1 0% Maintained
2365
DIP
DT Investment Partners
Pennsylvania
$8.19K $0 1 0% Maintained
2366
MAFA
MJT & Associates Financial Advisory
Minnesota
$8.19K $0 1 0.01% Maintained
2367
SWIM
Smallwood Wealth Investment Management
New Jersey
$7.78K -$17.1K 1 0% Reduced
2368
CWP
Clark Wealth Partners
Illinois
$7.57K -$5.38K 1 0.01% Reduced
2369
MSWM
Mowery & Schoenfeld Wealth Management
Illinois
$7.57K -$21.9K 1 0.01% Reduced
2370
WCM
WealthTrak Capital Management
Virginia
$7.57K -$1.49K 1 0.01% Reduced
2371
KA
Kozak & Associates
Colorado
$7.42K $0 1 0% Maintained
2372
ACA
American Capital Advisory
Idaho
$7.37K -$186 1 0% Reduced
2373
PW
Pandora Wealth
Illinois
$7.37K $0 1 0% Maintained
2374
PGAM
Princeton Global Asset Management
New Jersey
$6.96K +$6.31K 1 0% New
2375
PWA
Principia Wealth Advisory
Texas
$6.75K +$2.41K 1 0.01% Increased