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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
551	FA FDx Advisors Chicago, Illinois	$301K	+$29.7K	1	0.02%	Increased
552	PWP Private Wealth Partners Mill Valley, California	$299K	$0	1	0.05%	Maintained
553	WP WealthSource Partners San Luis Obispo, California	$296K	-$32.5K	1	0.04%	Reduced
554	GWMIA Global Wealth Management Investment Advisory Fort Lauderdale, Florida	$288K	+$27.2K	1	0.13%	Increased
555	People's United Financial Bridgeport, Connecticut	$288K	-$10.8K	1	0.01%	Reduced
556	Simplicity Solutions Minneapolis, Minnesota	$285K	+$14.7K	1	0.01%	Increased
557	Cetera Advisors Denver, Colorado	$283K	+$72.8K	1	0.01%	Increased
558	CP Covenant Partners Nashville, Tennessee	$283K	-$156K	1	0.15%	Reduced
559	TSS Two Sigma Securities New York	$283K	-$154K	1	0%	Reduced
560	DCM Dupont Capital Management Wilmington, Delaware	$279K	-$69.2K	1	0.01%	Reduced
561	Mackenzie Financial Toronto Ontario, Ontario, Canada	$279K	+$425	1	0%	Increased
562	Mutual of America Capital Management New York	$279K	$0	1	0%	Maintained
563	Gerber Kawasaki Wealth & Investment Management Santa Monica, California	$271K	-$849	1	0.08%	Reduced
564	Gotham Asset Management New York	$267K	-$3.28M	1	0%	Reduced
565	RWA Ropes Wealth Advisors Boston, Massachusetts	$266K	$0	1	0.06%	Maintained
566	APA American Portfolios Advisors Holbrook, New York	$261K	+$45.7K	1	0.02%	Increased
567	LJAC L.J. Altfest & Co New York	$259K	+$270K	1	0.07%	New
568	Raymond James Trust St. Petersburg, Florida	$257K	-$23.4K	1	0.01%	Reduced
569	Bogart Wealth LLC Mclean, Virginia	$255K	+$22.9K	1	0.13%	Increased
570	Dai-ichi Life Insurance Company Tokyo, Japan	$255K	$0	1	0.01%	Maintained
571	Fiduciary Trust Boston, Massachusetts	$254K	-$119K	1	0.01%	Reduced
572	Great Valley Advisor Group Wilmington, Delaware	$249K	+$260K	1	0.06%	New
573	ZB Zions Bancorporation Salt Lake City, Utah	$248K	+$10.4K	1	0.04%	Increased
574	SWM SeaCrest Wealth Management Purchase, New York	$247K	-$129K	1	0.05%	Reduced
575	Independent Advisor Alliance Charlotte, North Carolina	$246K	-$30.4K	1	0.03%	Reduced