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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
451	SWRP Summit Wealth & Retirement Planning San Ramon, California	$825K	+$810K	1	0.37%	New
452	Panagora Asset Management Boston, Massachusetts	$812K	$0	1	0%	Maintained
453	LB Legacy Bridge West Des Moines, Iowa	$803K	+$34K	1	0.67%	Increased
454	RMCM Reynders McVeigh Capital Management Boston, Massachusetts	$792K	-$5.67K	1	0.08%	Reduced
455	OI Oakbrook Investments Lisle, Illinois	$786K	+$187K	1	0.16%	Increased
456	Perpetual Ltd Sydney, New South Wales, Australia	$785K	-$318K	1	0.12%	Reduced
457	EWM Endurance Wealth Management Providence, Rhode Island	$781K	$0	1	0.12%	Maintained
458	KC Kingfisher Capital Charlotte, North Carolina	$779K	+$1.14K	1	0.36%	Increased
459	WEC Winslow Evans & Crocker Boston, Massachusetts	$772K	+$8.17K	1	0.2%	Increased
460	ALPS Advisors Denver, Colorado	$768K	+$6.35K	1	0.01%	Increased
461	BSAM Blue Square Asset Management New York	$768K	-$22.2K	1	0.6%	Reduced
462	AWCI Alpine Woods Capital Investors Purchase, New York	$763K	+$749K	1	0.14%	New
463	TC Telemus Capital Southfield, Michigan	$747K	-$900K	1	0.06%	Reduced
464	UCMOK United Capital Management of KS Salina, Kansas	$737K	+$723K	1	0.47%	New
465	AMM American Money Management Rancho Santa Fe, California	$734K	$0	1	0.34%	Maintained
466	United Capital Financial Advisors Irving, Texas	$734K	+$1.81K	1	0%	Increased
467	Private Advisor Group Morristown, New Jersey	$723K	-$305K	1	0.01%	Reduced
468	FFC First Financial Corp Terre Haute, Indiana	$707K	+$24.3K	1	0.51%	Increased
469	LSPW Lake Street Private Wealth Chicago, Illinois	$702K	-$14.7K	1	0.27%	Reduced
470	Mizuho Securities USA New York	$694K	+$681K	1	0.03%	New
471	Meiji Yasuda Life Insurance Tokyo, Japan	$688K	-$647K	1	0.09%	Reduced
472	BHB Bank Hapoalim BM Tel Aviv, Israel	$679K	-$28.6K	1	0.15%	Reduced
473	WhitTier Trust Company Reno, Nevada	$676K	$0	1	0.04%	Maintained
474	AT Arden Trust Wilmington, Delaware	$675K	-$15.2K	1	0.11%	Reduced
475	TIA Trust Investment Advisors Indianapolis, Indiana	$660K	-$11.3K	1	0.82%	Reduced