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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
576	Geneos Wealth Management Englewood, Colorado	$1.24M	+$482K	1	0.05%	Increased
577	DF Donoghue Forlines Boston, Massachusetts	$1.24M	-$91.5K	1	0.24%	Reduced
578	WhitTier Trust Company Reno, Nevada	$1.24M	+$11.4K	1	0.05%	Increased
579	AC Avestar Capital New York	$1.23M	+$1.09M	1	0.16%	New
580	Waratah Capital Advisors Toronto, Ontario, Canada	$1.23M	+$1.08M	1	0.02%	New
581	Vanguard Personalized Indexing Management Oakland, California	$1.22M	+$130K	1	0.11%	Increased
582	Jasper Ridge Partners Menlo Park, California	$1.21M	$0	1	0.05%	Maintained
583	Meiji Yasuda Life Insurance Tokyo, Japan	$1.21M	+$148K	1	0.02%	Increased
584	HCP Holt Capital Partners Fort Worth, Texas	$1.21M	$0	1	0.23%	Maintained
585	AMM American Money Management Rancho Santa Fe, California	$1.2M	+$2.53K	1	0.34%	Increased
586	UBG United Bank (Georgia) Zebulon, Georgia	$1.2M	-$62.8K	1	0.76%	Reduced
587	GAM Gemmer Asset Management Walnut Creek, California	$1.2M	$0	1	0.17%	Maintained
588	Curi RMB Capital Chicago, Illinois	$1.19M	+$239K	1	0.04%	Increased
589	OPW Oxler Private Wealth Rye Brook, New York	$1.18M	$0	1	0.52%	Maintained
590	NDSI Newman Dignan & Sheerar Inc Providence, Rhode Island	$1.18M	$0	1	0.34%	Maintained
591	GAA Green Alpha Advisors Niwot, Colorado	$1.17M	+$29.1K	1	0.81%	Increased
592	MFAM Motley Fool Asset Management Alexandria, Virginia	$1.16M	-$12.2K	1	0.08%	Reduced
593	LSPW Lake Street Private Wealth Chicago, Illinois	$1.15M	-$46.4K	1	0.28%	Reduced
594	NL Navalign LLC Encino, California	$1.15M	-$35.8K	1	0.49%	Reduced
595	CT Columbia Trust Portland, Oregon	$1.14M	+$37.9K	1	0.6%	Increased
596	BBCM Boardman Bay Capital Management New York	$1.14M	-$283K	1	2%	Reduced
597	Simplex Trading Chicago, Illinois	$1.14M	+$24.4K	1	0%	Increased
598	BCM Beck Capital Management Austin, Texas	$1.14M	+$126K	1	0.38%	Increased
599	Glenmede Trust Philadelphia, Pennsylvania	$1.13M	-$696K	1	0.01%	Reduced
600	CT Coastline Trust Providence, Rhode Island	$1.13M	-$14.8K	1	0.14%	Reduced