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Identity Security

Identity security decides who and what may access a system, which has become the main control point now that networks have no clear perimeter. Machine and workload identities now outnumber human ones by a wide margin.

15 stocks

# Name Holding Trade Value Theme
Stocks
% of
Portfolio
Status
401
Avantax Planning Partners
Avantax Planning Partners
Iowa
$16K +$14.8K 2 0% New
402
Mount Yale Investment Advisors
Mount Yale Investment Advisors
Colorado
$15K +$16.1K 1 0% New
403
RWA
Ropes Wealth Advisors
Massachusetts
$12K +$9.94K 1 0% New
404
Valeo Financial Advisors
Valeo Financial Advisors
Indiana
$11K $0 3 0% Maintained
405
EWM
Edge Wealth Management
New York
$10K +$8.34K 1 0% New
406
LIA
LS Investment Advisors
Michigan
$10K $0 1 0% Maintained
407
VIA
Vantage Investment Advisors
Pennsylvania
$10K +$8.34K 1 0% New
408
WAS
Winch Advisory Services
Wisconsin
$10K $0 1 0.01% Maintained
409
Covington Capital Management
Covington Capital Management
California
$8K $0 1 0% Maintained
410
Envestnet Asset Management
Envestnet Asset Management
Illinois
$8K $0 2 0% Maintained
411
Glenmede Trust
Glenmede Trust
Pennsylvania
$8K $0 1 0% Maintained
412
NSIM
North Star Investment Management
Illinois
$8K +$6.67K 1 0% New
413
GEA
Glen Eagle Advisors
New Jersey
$7.57K +$6.34K 1 0.01% New
414
SWA
Sutton Wealth Advisors
Florida
$7.12K $0 1 0.01% Maintained
415
Avior Wealth Management
Avior Wealth Management
Nebraska
$7K +$5.51K 1 0% New
416
MCM
Mainstay Capital Management
Michigan
$7K +$6.67K 1 0.01% New
417
PG
Patten Group
Tennessee
$6K $0 1 0% Maintained
418
PS
Portfolio Solutions
Michigan
$6K $0 1 0% Maintained
419
CAL
Capital Advisors Ltd
Ohio
$5K $0 1 0% Maintained
420
GFP
Gryphon Financial Partners
Ohio
$5K +$4.75K 1 0% New
421
WA
WealthTrust-Arizona
Arizona
$5K $0 1 0% Maintained
422
AIM
Advantage Investment Management
Iowa
$4K $0 1 0% Maintained
423
APSP
Asset Planning Services (Pennsylvania)
Pennsylvania
$4K $0 1 0% Maintained
424
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$4K -$3.36K 1 0% Reduced
425
OC
Oakworth Capital
Alabama
$4K $0 1 0% Maintained