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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	Whittier Trust South Pasadena, California	$132K	$0	1	0%	Maintained
552	CX Institutional Auburn, Indiana	$122K	+$84.6K	1	0.02%	Increased
553	OAJ Ogorek Anthony Joseph Williamsville, New York	$108K	$0	1	0.06%	Maintained
554	Belpointe Asset Management Reno, Nevada	$107K	-$460K	1	0.02%	Reduced
555	CQS Credential Qtrade Securities Vancouver,	$106K	+$10.7K	1	0.02%	Increased
556	SWA Sutton Wealth Advisors Tampa, Florida	$102K	-$628	1	0.06%	Reduced
557	VCP Verus Capital Partners Scottsdale, Arizona	$101K	-$82.7K	1	0.03%	Reduced
558	OIA Optimum Investment Advisors Chicago, Illinois	$98K	$0	1	0.04%	Maintained
559	SFSIG San Francisco Sentry Investment Group San Francisco, California	$98K	-$1.89K	1	0.06%	Reduced
560	NFG Next Financial Group Houston, Texas	$95K	-$23K	1	0.01%	Reduced
561	LTI Laffer Tengler Investments Nashville, Tennessee	$93.5K	+$53K	1	0.07%	Increased
562	Central Trust Company Jefferson City, Missouri	$93K	$0	1	0.01%	Maintained
563	CT Caldwell Trust Venice, Florida	$92.1K	-$1.05K	1	0.02%	Reduced
564	IRAG Investment Research & Advisory Group Atlanta, Georgia	$89K	$0	1	0.08%	Maintained
565	Jefferies Group New York	$86K	-$4.68M	1	0%	Reduced
566	Benjamin F. Edwards & Company St. Louis, Missouri	$85K	-$56.3K	1	0.01%	Reduced
567	TFS TrustCore Financial Services Brentwood, Tennessee	$82K	-$5.66K	1	0.02%	Reduced
568	RE RBC Europe London, United Kingdom	$77.9K	-$66.2K	1	0.01%	Reduced
569	SignatureFD Atlanta, Georgia	$74K	+$25.6K	1	0.01%	Increased
570	GSWM Golden State Wealth Management Santa Ana, California	$71K	+$91.3K	1	0.03%	New
571	GG Gleason Group Prospect, Kentucky	$66K	$0	1	0.05%	Maintained
572	TI tru Independence Portland, Oregon	$66K	$0	1	0.01%	Maintained
573	Quadrant Capital Group Cincinnati, Ohio	$65K	+$26.2K	1	0.01%	Increased
574	WFMPM Woodley Farra Manion Portfolio Management Indianapolis, Indiana	$63K	$0	1	0.01%	Maintained
575	Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts	$61K	-$140K	1	0%	Reduced