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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	BFO Boston Family Office Boston, Massachusetts	$930K	+$818K	1	0.07%	New
627	Cetera Advisors Denver, Colorado	$924K	+$50.2K	1	0.02%	Increased
628	BOM Bank of Marin Novato, California	$920K	$0	1	0.67%	Maintained
629	Meyer Handelman Company Rye Brook, New York	$920K	$0	1	0.04%	Maintained
630	PFS Investments Duluth, Georgia	$913K	+$744K	1	0.02%	New
631	GWMIA Global Wealth Management Investment Advisory Fort Lauderdale, Florida	$912K	+$75.5K	1	0.29%	Increased
632	PPW Parcion Private Wealth Bellevue, Washington	$911K	$0	1	0.08%	Maintained
633	Livforsakringsbolaget Skandia Stockholm, Sweden	$910K	-$169K	1	0.06%	Reduced
634	PHK Point72 Hong Kong Hong Kong	$906K	+$797K	1	0.03%	New
635	RMCM Reynders McVeigh Capital Management Boston, Massachusetts	$903K	+$4.21K	1	0.06%	Increased
636	SWRP Summit Wealth & Retirement Planning San Ramon, California	$902K	-$136K	1	0.33%	Reduced
637	QI Qtron Investments Boston, Massachusetts	$901K	$0	1	0.24%	Maintained
638	AIG American International Group New York	$897K	-$59.9K	1	0%	Reduced
639	Koshinski Asset Management Decatur, Illinois	$892K	+$225K	1	0.08%	Increased
640	FA FDx Advisors Chicago, Illinois	$889K	-$47.2K	1	0.03%	Reduced
641	ANRIA American National Registered Investment Advisor Galveston, Texas	$888K	-$3.37K	1	0.32%	Reduced
642	Allstate Corporation Northbrook, Illinois	$875K	$0	1	0.04%	Maintained
643	SG Stonnington Group Pasadena, California	$870K	-$295K	1	0.19%	Reduced
644	RIM Regent Investment Management Louisville, Kentucky	$865K	$0	1	0.21%	Maintained
645	WDC Woodward Diversified Capital Bakersfield, California	$855K	-$5.9K	1	0.54%	Reduced
646	OneDigital Investment Advisors Overland Park, Kansas	$847K	-$1.69K	1	0.03%	Reduced
647	STC Sarah T. Connolly	$842K	+$741K	1	0.69%	New
648	Dakota Wealth Management Palm Beach Gardens, Florida	$837K	+$736K	1	0.1%	New
649	LWM Laidlaw Wealth Management New York City, New York	$831K	+$6.32K	1	0.21%	Increased
650	SWM SeaCrest Wealth Management Purchase, New York	$827K	-$28.7K	1	0.1%	Reduced