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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	TIA Trust Investment Advisors Indianapolis, Indiana	$1.06M	+$18.5K	1	0.94%	Increased
527	FMB Field & Main Bank Henderson, Kentucky	$1.06M	+$48K	1	0.68%	Increased
528	XWM Xcel Wealth Management Holly Hill, Florida	$1.06M	+$292K	1	0.32%	Increased
529	IFWM Institute for Wealth Management Denver, Colorado	$1.06M	-$3.91K	1	0.19%	Reduced
530	KCM KLK Capital Management Los Angeles, California	$1.04M	+$997K	1	0.9%	New
531	DF Donoghue Forlines Boston, Massachusetts	$1.04M	+$21.7K	1	0.19%	Increased
532	IRF IBM Retirement Fund Armonk, New York	$999K	-$175K	1	0.08%	Reduced
533	RBFC Roman Butler Fullerton & Co St Louis, Missouri	$986K	+$724K	1	0.48%	Increased
534	UBG United Bank (Georgia) Zebulon, Georgia	$986K	-$11.4K	1	0.66%	Reduced
535	ICM Ionic Capital Management New York	$984K	+$943K	1	0.1%	New
536	HL HeadInvest LLC Portland, Maine	$976K	+$113K	1	0.19%	Increased
537	GAMC Garner Asset Management Corp Plano, Texas	$975K	-$3.56K	1	0.45%	Reduced
538	Cetera Investment Advisers Schaumburg, Illinois	$965K	+$159K	1	0.02%	Increased
539	Panagora Asset Management Boston, Massachusetts	$965K	+$189K	1	0.01%	Increased
540	SG Stonnington Group Pasadena, California	$953K	+$607K	1	0.21%	Increased
541	WhitTier Trust Company Reno, Nevada	$949K	$0	1	0.04%	Maintained
542	AE Wealth Management Topeka, Kansas	$939K	+$6.4K	1	0.01%	Increased
543	Jasper Ridge Partners Menlo Park, California	$939K	-$2.03M	1	0.05%	Reduced
544	HCP Holt Capital Partners Fort Worth, Texas	$934K	$0	1	0.18%	Maintained
545	Gotham Asset Management New York	$933K	+$416K	1	0.04%	Increased
546	AMM American Money Management Rancho Santa Fe, California	$929K	-$24.9K	1	0.31%	Reduced
547	LSPW Lake Street Private Wealth Chicago, Illinois	$929K	-$5.33K	1	0.24%	Reduced
548	GAM Gemmer Asset Management Walnut Creek, California	$928K	$0	1	0.13%	Maintained
549	LCS Levin Capital Strategies New York	$928K	$0	1	0.09%	Maintained
550	NL Navalign LLC Encino, California	$919K	+$32K	1	0.39%	Increased