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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
676	MBT Montecito Bank & Trust Santa Barbara, California	$699K	+$9.7K	1	0.14%	Increased
677	WP WealthSource Partners San Luis Obispo, California	$692K	+$94K	1	0.06%	Increased
678	Buckingham Strategic Wealth Clayton, Missouri	$687K	+$5.06K	1	0.01%	Increased
679	Brookstone Capital Management Wheaton, Illinois	$686K	+$573K	1	0.01%	New
680	DWT Dorsey & Whitney Trust Sioux Falls, South Dakota	$679K	+$45.9K	1	0.06%	Increased
681	CT Caldwell Trust Venice, Florida	$676K	+$193K	1	0.09%	Increased
682	PDN Pensionfund DSM Netherlands Sittard, Netherlands	$671K	+$590K	1	0.09%	New
683	OAJ Ogorek Anthony Joseph Williamsville, New York	$666K	-$10.1K	1	0.3%	Reduced
684	Avantax Advisory Services Dallas, Texas	$664K	+$129K	1	0.01%	Increased
685	GCAC Guardian Capital Advisors (Canada) Toronto, Ontario, Canada	$662K	-$105K	1	0.07%	Reduced
686	HBK Sorce Advisory Erie, Pennsylvania	$661K	-$19K	1	0.04%	Reduced
687	RT Rockland Trust Hanover, Massachusetts	$656K	$0	1	0.05%	Maintained
688	TPWA TRUE Private Wealth Advisors Salem, Oregon	$655K	$0	1	0.1%	Maintained
689	WAM World Asset Management Detroit, Michigan	$652K	-$61.1K	1	0.06%	Reduced
690	BRWM B. Riley Wealth Management Memphis, Tennessee	$639K	+$562K	1	0.05%	New
691	FCA FLC Capital Advisors Palm Desert, California	$639K	+$21.5K	1	0.19%	Increased
692	BSB Bangor Savings Bank Bangor, Maine	$637K	-$37.5K	1	0.07%	Reduced
693	BWP BSW Wealth Partners Boulder, Colorado	$636K	+$57.3K	1	0.18%	Increased
694	FMT First Mercantile Trust Cordova, Tennessee	$636K	+$228K	1	0.08%	Increased
695	Mutual of America Capital Management New York	$635K	$0	1	0.01%	Maintained
696	CCP Corient Capital Partners Newport Beach, California	$632K	+$35.8K	1	0.05%	Increased
697	Wealthfront Advisers Palo Alto, California	$629K	+$553K	1	0%	New
698	QT Quantamental Technologies White Plains, New York	$626K	-$377K	1	0.42%	Reduced
699	Centiva Capital New York	$620K	+$284K	1	0.04%	Increased
700	MSFS Main Street Financial Solutions Newtown, Pennsylvania	$612K	+$4.21K	1	0.09%	Increased