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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
601	MBT Montecito Bank & Trust Santa Barbara, California	$343K	$0	1	0.1%	Maintained
602	Inspire Investing Meridian, Idaho	$342K	+$11.8K	1	0.16%	Increased
603	Fiera Capital (Canada) Montreal, Quebec, Canada	$336K	+$308K	1	0%	New
604	Mutual of America Capital Management New York	$333K	-$36.3K	1	0%	Reduced
605	Cookson Peirce & Co Pittsburgh, Pennsylvania	$330K	+$303K	1	0.03%	New
606	FWM Focused Wealth Management Newburgh, New York	$324K	-$5.56K	1	0.1%	Reduced
607	RE RBC Europe London, United Kingdom	$324K	-$36.9K	1	0.04%	Reduced
608	Gerber Kawasaki Wealth & Investment Management Santa Monica, California	$315K	+$289K	1	0.09%	New
609	GCA Greenwood Capital Associates Greenwood, South Carolina	$311K	+$7.12K	1	0.08%	Increased
610	Fisher Asset Management Camas, Washington	$310K	+$29.4K	1	0%	Increased
611	Park Avenue Securities New York	$309K	+$285K	1	0.02%	New
612	IIC Integrated Investment Consultants Bloomfield Hills, Michigan	$308K	$0	1	0.16%	Maintained
613	Kovitz Investment Group Partners Chicago, Illinois	$308K	+$282K	1	0.01%	New
614	QI Qtron Investments Boston, Massachusetts	$306K	$0	1	0.28%	Maintained
615	BAS Brown Advisory Securities Baltimore, Maryland	$304K	-$803K	1	0.07%	Reduced
616	SCA Sander Capital Advisors Seattle, Washington	$304K	+$278K	1	0.22%	New
617	GWMIA Global Wealth Management Investment Advisory Fort Lauderdale, Florida	$298K	+$1.33K	1	0.15%	Increased
618	ETrade Capital Management Arlington, Virginia	$296K	-$287K	1	0.01%	Reduced
619	Quantinno Capital Management New York	$295K	-$88.6K	1	0.19%	Reduced
620	NewEdge Advisors New Orleans, Louisiana	$294K	+$270K	1	0.02%	New
621	BA Boston Advisors Boston, Massachusetts	$291K	$0	1	0.01%	Maintained
622	MC Machina Capital Paris, France	$286K	+$262K	1	0.11%	New
623	TPWA TRUE Private Wealth Advisors Salem, Oregon	$285K	-$7.12K	1	0.05%	Reduced
624	Avalon Investment & Advisory Houston, Texas	$284K	+$261K	1	0.01%	New
625	QAM QCI Asset Management Pittsford, New York	$277K	-$115K	1	0.03%	Reduced