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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	IIC Integrated Investment Consultants Bloomfield Hills, Michigan	$270K	+$10.9K	1	0.11%	Increased
602	HIC Hartline Investment Corp Winnetka, Illinois	$269K	-$3.79M	1	0.06%	Reduced
603	Focus Financial Network Minneapolis, Minnesota	$269K	-$454	1	0.03%	Reduced
604	CMI Clare Market Investments Dallas, Texas	$268K	-$81.7K	1	0.19%	Reduced
605	VCM Violich Capital Management San Francisco, California	$259K	$0	1	0.06%	Maintained
606	MBT Montecito Bank & Trust Santa Barbara, California	$257K	$0	1	0.07%	Maintained
607	BWM Brickley Wealth Management San Mateo, California	$256K	$0	1	0.09%	Maintained
608	Smithfield Trust Pittsburgh, Pennsylvania	$256K	-$3.18K	1	0.02%	Reduced
609	FP Foundry Partners Minneapolis, Minnesota	$255K	$0	1	0.01%	Maintained
610	Aristotle Atlantic Partners Sarasota, Florida	$254K	$0	1	0.03%	Maintained
611	BM Brandywine Managers Hockessin, Delaware	$254K	$0	1	0.08%	Maintained
612	WA WealthTrust Axiom Wayne, Pennsylvania	$254K	$0	1	0.09%	Maintained
613	QT Quantamental Technologies White Plains, New York	$252K	-$126K	1	0.13%	Reduced
614	ZB Zions Bancorporation Salt Lake City, Utah	$249K	-$32.7K	1	0.04%	Reduced
615	CCP Corient Capital Partners Newport Beach, California	$248K	+$243K	1	0.03%	New
616	Fiduciary Trust Boston, Massachusetts	$248K	-$39.7K	1	0.01%	Reduced
617	Evergreen Capital Management Bellevue, Washington	$247K	$0	1	0.02%	Maintained
618	WP WealthSource Partners San Luis Obispo, California	$247K	-$86.7K	1	0.03%	Reduced
619	RegentAtlantic Capital Morristown, New Jersey	$246K	$0	1	0.01%	Maintained
620	S Surevest Los Angeles, California	$246K	+$241K	1	0.11%	New
621	Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts	$241K	$0	1	0%	Maintained
622	CWA Clarus Wealth Advisors Peoria, Arizona	$240K	$0	1	0.16%	Maintained
623	BOH Bank of Hawaii Honolulu, Hawaii	$239K	+$235K	1	0.02%	New
624	QAM QCI Asset Management Pittsford, New York	$239K	$0	1	0.02%	Maintained
625	Gerber Kawasaki Wealth & Investment Management Santa Monica, California	$238K	-$68.1K	1	0.06%	Reduced