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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	ZB Zions Bancorporation Salt Lake City, Utah	$238K	+$81K	1	0.03%	Increased
602	Focus Financial Network Minneapolis, Minnesota	$237K	+$22.9K	1	0.04%	Increased
603	OFS OneAscent Financial Services Birmingham, Alabama	$235K	+$258K	1	0.16%	New
604	Bogart Wealth LLC Mclean, Virginia	$232K	+$256K	1	0.14%	New
605	CI Cigna Investments Bloomfield, Connecticut	$232K	+$4.26K	1	0.03%	Increased
606	CFGS Concourse Financial Group Securities Birmingham, Alabama	$229K	+$51.4K	1	0.02%	Increased
607	VCM Violich Capital Management San Francisco, California	$229K	$0	1	0.06%	Maintained
608	BWM Brickley Wealth Management San Mateo, California	$227K	$0	1	0.09%	Maintained
609	MBT Montecito Bank & Trust Santa Barbara, California	$227K	-$67.3K	1	0.07%	Reduced
610	TPWA TRUE Private Wealth Advisors Salem, Oregon	$226K	-$14.8K	1	0.04%	Reduced
611	Avalon Investment & Advisory Houston, Texas	$225K	-$15.5K	1	0.01%	Reduced
612	Aristotle Atlantic Partners Sarasota, Florida	$224K	$0	1	0.07%	Maintained
613	BM Brandywine Managers Hockessin, Delaware	$224K	$0	1	0.08%	Maintained
614	FP Foundry Partners Minneapolis, Minnesota	$224K	+$25.8K	1	0.01%	Increased
615	QAM QCI Asset Management Pittsford, New York	$224K	-$8.98K	1	0.02%	Reduced
616	WA WealthTrust Axiom Wayne, Pennsylvania	$224K	$0	1	0.08%	Maintained
617	Lincoln National Corp Radnor, Pennsylvania	$221K	+$24K	1	0.01%	Increased
618	APA American Portfolios Advisors Holbrook, New York	$217K	+$111K	1	0.02%	Increased
619	RegentAtlantic Capital Morristown, New Jersey	$217K	$0	1	0.01%	Maintained
620	Cetera Advisors Denver, Colorado	$214K	+$237K	1	0.01%	New
621	Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts	$212K	+$150K	1	0%	Increased
622	SCA Snowden Capital Advisors New York	$207K	-$4.26K	1	0.02%	Reduced
623	PWPS Pinnacle Wealth Planning Services Mansfield, Ohio	$205K	+$1.12K	1	0.12%	Increased
624	GAM Griffin Asset Management New York	$204K	$0	1	0.03%	Maintained
625	Laurion Capital Management New York	$204K	+$224K	1	0%	New