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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	UBG United Bank (Georgia) Zebulon, Georgia	$539K	+$191K	1	0.45%	Increased
527	RMCM Reynders McVeigh Capital Management Boston, Massachusetts	$538K	$0	1	0.04%	Maintained
528	Independent Advisor Alliance Charlotte, North Carolina	$536K	+$70.6K	1	0.04%	Increased
529	KLC Knowledge Leaders Capital Denver, Colorado	$536K	+$2.25K	1	0.51%	Increased
530	Welch & Forbes Boston, Massachusetts	$533K	-$12.5K	1	0.01%	Reduced
531	BWM BigSur Wealth Management Miami, Florida	$523K	+$162K	1	0.33%	Increased
532	MFAM Motley Fool Asset Management Alexandria, Virginia	$523K	+$107K	1	0.05%	Increased
533	Banque Pictet & Cie Geneva 73, Switzerland	$519K	+$212K	1	0.01%	Increased
534	JWM Jeppson Wealth Management Manhattan Beach, California	$508K	+$518K	1	0.4%	New
535	Gerber Kawasaki Wealth & Investment Management Santa Monica, California	$504K	+$1.75K	1	0.11%	Increased
536	RPC Rossmore Private Capital Glastonbury, Connecticut	$495K	+$155K	1	0.12%	Increased
537	XWM Xcel Wealth Management Holly Hill, Florida	$495K	$0	1	0.25%	Maintained
538	FBC Fairfield, Bush & Co Darien, Connecticut	$490K	-$2.5K	1	0.16%	Reduced
539	SACTSONJ Supplemental Annuity Collective Trust (SACT) of New Jersey Trenton, New Jersey	$490K	$0	1	0.21%	Maintained
540	IDBONY Israel Discount Bank of New York New York	$489K	-$6.74K	1	0.32%	Reduced
541	BCM Beck Capital Management Austin, Texas	$488K	+$50.2K	1	0.28%	Increased
542	MA Mutual Advisors Omaha, Nebraska	$487K	+$53.2K	1	0.04%	Increased
543	Susquehanna Fundamental Investments Bala Cynwyd, Pennsylvania	$486K	-$1.1M	1	0.01%	Reduced
544	ZB Zions Bancorporation Salt Lake City, Utah	$484K	-$39.4K	1	0.07%	Reduced
545	SWM SeaCrest Wealth Management Purchase, New York	$480K	+$129K	1	0.08%	Increased
546	AWCI Alpine Woods Capital Investors Purchase, New York	$477K	$0	1	0.07%	Maintained
547	Simplicity Solutions Minneapolis, Minnesota	$476K	+$54.4K	1	0.01%	Increased
548	Curi RMB Capital Chicago, Illinois	$470K	$0	1	0.02%	Maintained
549	VFA Values First Advisors Gray, Tennessee	$464K	-$37.2K	1	0.43%	Reduced
550	ANRIA American National Registered Investment Advisor Galveston, Texas	$460K	$0	1	0.21%	Maintained