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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	CRWM Castle Rock Wealth Management Walnut Creek, California	$401K	-$129K	1	0.42%	Reduced
527	Inspire Investing Meridian, Idaho	$394K	+$68.8K	1	0.15%	Increased
528	Curi RMB Capital Chicago, Illinois	$392K	-$69K	1	0.01%	Reduced
529	Baker Avenue Asset Management San Francisco, California	$391K	$0	1	0.03%	Maintained
530	OSIA O'Shares Investment Advisers Boston, Massachusetts	$390K	+$46.1K	1	0.06%	Increased
531	IIA IPG Investment Advisors San Diego, California	$387K	-$37.2K	1	0.14%	Reduced
532	Montag & Associates Atlanta, Georgia	$385K	-$2.93M	1	0.03%	Reduced
533	ANRIA American National Registered Investment Advisor Galveston, Texas	$382K	$0	1	0.21%	Maintained
534	HCA Harbour Capital Advisors Tysons Corner, Virginia	$375K	-$844K	1	0.16%	Reduced
535	Diversified Trust Memphis, Tennessee	$368K	-$21K	1	0.02%	Reduced
536	Assenagon Asset Management Senningerberg, Luxembourg	$362K	$0	1	0%	Maintained
537	MIM Marco Investment Management Atlanta, Georgia	$357K	$0	1	0.06%	Maintained
538	AFM Abbot Financial Management Andover, Massachusetts	$352K	$0	1	0.25%	Maintained
539	FTIOP Fiduciary Trust International of Pennsylvania Radnor, Pennsylvania	$344K	$0	1	0.01%	Maintained
540	Allstate Corporation Northbrook, Illinois	$338K	-$133K	1	0.01%	Reduced
541	Davenport & Co Richmond, Virginia	$338K	$0	1	0%	Maintained
542	MFAM Motley Fool Asset Management Alexandria, Virginia	$338K	-$3.19K	1	0.04%	Reduced
543	QT Quantamental Technologies White Plains, New York	$335K	+$349K	1	0.11%	New
544	Zacks Investment Management Chicago, Illinois	$332K	-$14K	1	0.01%	Reduced
545	AA Apriem Advisors Irvine, California	$327K	+$58.4K	1	0.07%	Increased
546	YMRC Yorktown Management & Research Company Forest, Virginia	$326K	$0	1	0.18%	Maintained
547	BWCS Beirne Wealth Consulting Services Shelton, Connecticut	$324K	-$6.16K	1	0.27%	Reduced
548	CMI Clare Market Investments Dallas, Texas	$310K	-$397K	1	0.29%	Reduced
549	Old National Bancorp Evansville, Indiana	$306K	$0	1	0.02%	Maintained
550	Pathstone Family Office Englewood, New Jersey	$306K	$0	1	0.04%	Maintained