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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
526	FineMark National Bank & Trust Fort Myers, Florida	$221K	+$203K	1	0.01%	New
527	BA Boston Advisors Boston, Massachusetts	$218K	+$200K	1	0.01%	New
528	Lido Advisors Los Angeles, California	$218K	+$201K	1	0.03%	New
529	TPWA TRUE Private Wealth Advisors Salem, Oregon	$217K	+$200K	1	0.04%	New
530	BP BBR Partners New York	$215K	+$198K	1	0.04%	New
531	TDC Thompson Davis & Co Richmond, Virginia	$213K	+$179K	1	0.56%	Increased
532	CI Cigna Investments Bloomfield, Connecticut	$209K	+$192K	1	0.01%	New
533	CAM Columbia Asset Management Ann Arbor, Michigan	$209K	+$192K	1	0.06%	New
534	TD Asset Management Toronto, Ontario, Canada	$205K	+$189K	1	0%	New
535	VCM Violich Capital Management San Francisco, California	$205K	+$189K	1	0.05%	New
536	MBT Montecito Bank & Trust Santa Barbara, California	$202K	+$185K	1	0.07%	New
537	Aristotle Atlantic Partners Sarasota, Florida	$200K	+$183K	1	0.07%	New
538	IG Ithaka Group Arlington, Virginia	$200K	-$14.1M	1	0.03%	Reduced
539	RCAG Rehmann Capital Advisory Group Lansing, Michigan	$197K	+$181K	1	0.03%	New
540	RWA Ropes Wealth Advisors Boston, Massachusetts	$195K	$0	1	0.05%	Maintained
541	IIC Integrated Investment Consultants Bloomfield Hills, Michigan	$193K	+$177K	1	0.08%	New
542	NIM NuWave Investment Management Parsippany, New Jersey	$184K	+$171K	1	0.29%	Increased
543	IFP Advisors Tampa, Florida	$173K	$0	1	0.01%	Maintained
544	C Cerebellum San Francisco, California	$159K	-$167	1	0.2%	Reduced
545	LIA LS Investment Advisors Bloomfield Hills, Michigan	$156K	$0	1	0.01%	Maintained
546	SWM SeaCrest Wealth Management Purchase, New York	$143K	-$89.2K	1	0.03%	Reduced
547	Korea Investment Corp Seoul, South Korea	$140K	-$7.8M	1	0%	Reduced
548	FMLI Fukoku Mutual Life Insurance Tokyo, Japan	$136K	$0	1	0.02%	Maintained
549	Stratos Wealth Partners Beachwood, Ohio	$131K	+$27.5K	1	0.01%	Increased
550	OMCS Old Mutual Customised Solutions Pinelands, South Africa	$127K	$0	1	0.01%	Maintained