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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
651	Whittier Trust South Pasadena, California	$186K	$0	1	0%	Maintained
652	RE RBC Europe London, United Kingdom	$183K	-$10.2K	1	0.02%	Reduced
653	Benjamin F. Edwards & Company St. Louis, Missouri	$182K	-$1.14K	1	0.01%	Reduced
654	WB West Bancorporation West Des Moines, Iowa	$175K	+$172K	1	0.18%	New
655	GFPC Global Financial Private Client Sarasota, Florida	$172K	+$168K	1	0.14%	New
656	TA TFG Advisers Auburn Hills, Michigan	$164K	+$161K	1	0.09%	New
657	Livforsakringsbolaget Skandia Stockholm, Sweden	$162K	-$68.1K	1	0.02%	Reduced
658	Valeo Financial Advisors Carmel, Indiana	$162K	+$34K	1	0.02%	Increased
659	NFG Next Financial Group Houston, Texas	$159K	$0	1	0.02%	Maintained
660	OAJ Ogorek Anthony Joseph Williamsville, New York	$153K	$0	1	0.07%	Maintained
661	GDP Great Diamond Partners Portland, Maine	$150K	+$148K	1	0.06%	New
662	SWA Sutton Wealth Advisors Tampa, Florida	$144K	$0	1	0.07%	Maintained
663	SFSIG San Francisco Sentry Investment Group San Francisco, California	$141K	$0	1	0.06%	Maintained
664	OIA Optimum Investment Advisors Chicago, Illinois	$139K	$0	1	0.04%	Maintained
665	CQS Credential Qtrade Securities Vancouver,	$137K	+$135K	1	0.02%	New
666	Clal Insurance Tel-Aviv, Israel	$133K	-$39.7M	1	0.14%	Reduced
667	LIA LS Investment Advisors Bloomfield Hills, Michigan	$132K	-$4.31K	1	0.01%	Reduced
668	CT Caldwell Trust Venice, Florida	$131K	+$129K	1	0.02%	New
669	Central Trust Company Jefferson City, Missouri	$131K	$0	1	0.01%	Maintained
670	RIA Realta Investment Advisors Wilmington, Delaware	$129K	+$908	1	0.04%	Increased
671	CB CNB Bank Clearfield, Pennsylvania	$128K	+$22.2K	1	0.11%	Increased
672	IRAG Investment Research & Advisory Group Atlanta, Georgia	$126K	+$123K	1	0.12%	New
673	Cullen/Frost Bankers San Antonio, Texas	$124K	-$27.2K	1	0%	Reduced
674	TFS TrustCore Financial Services Brentwood, Tennessee	$122K	+$113K	1	0.02%	Increased
675	Geneos Wealth Management Englewood, Colorado	$118K	+$42.9K	1	0.01%	Increased