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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
626	IFG Advisory Atlanta, Georgia	$215K	+$198K	1	0.04%	New
627	IIM Ipswich Investment Management Beverly, Massachusetts	$214K	+$197K	1	0.07%	New
628	CCIA Campbell & Co Investment Adviser Baltimore, Maryland	$213K	+$196K	1	0.27%	New
629	MAFM Mid Atlantic Financial Management Pittsburgh, Pennsylvania	$211K	+$194K	1	0.02%	New
630	NAM NTV Asset Management Charleston, West Virginia	$207K	+$190K	1	0.05%	New
631	SCP Stamos Capital Partners Menlo Park, California	$207K	-$794K	1	0.12%	Reduced
632	SCA Spearhead Capital Advisors Wellington, Florida	$206K	+$189K	1	0.04%	New
633	CCP Corient Capital Partners Newport Beach, California	$205K	+$189K	1	0.03%	New
634	Wealthspire Advisors (Maryland) Potomac, Maryland	$205K	+$189K	1	0.01%	New
635	Western Wealth Management Golden, Colorado	$205K	+$188K	1	0.04%	New
636	CX Institutional Auburn, Indiana	$204K	+$29.6K	1	0.03%	Increased
637	LW Linscomb Wealth Houston, Texas	$204K	-$702K	1	0.01%	Reduced
638	Simon Quick Advisors Morristown, New Jersey	$202K	$0	1	0.08%	Maintained
639	Peregrine Capital Management Minneapolis, Minnesota	$198K	-$19.6M	1	0.01%	Reduced
640	Valeo Financial Advisors Carmel, Indiana	$191K	+$1.06K	1	0.02%	Increased
641	Whittier Trust South Pasadena, California	$185K	$0	1	0.01%	Maintained
642	LTI Laffer Tengler Investments Nashville, Tennessee	$173K	+$38.5K	1	0.1%	Increased
643	Belpointe Asset Management Reno, Nevada	$170K	+$18K	1	0.02%	Increased
644	OAJ Ogorek Anthony Joseph Williamsville, New York	$162K	+$9.09K	1	0.11%	Increased
645	RWB RMR Wealth Builders Montclair, New Jersey	$156K	+$144K	1	0.14%	New
646	PAM Paradigm Asset Management New York	$149K	+$137K	1	0.05%	New
647	SignatureFD Atlanta, Georgia	$141K	+$33.8K	1	0.01%	Increased
648	CQS Credential Qtrade Securities Vancouver,	$139K	-$8.24K	1	0.02%	Reduced
649	OIA Optimum Investment Advisors Chicago, Illinois	$138K	$0	1	0.05%	Maintained
650	SFSIG San Francisco Sentry Investment Group San Francisco, California	$138K	$0	1	0.07%	Maintained