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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	BOM Bank of Marin Novato, California	$1.05M	-$13K	1	0.7%	Reduced
677	Tidal Investments Milwaukee, Wisconsin	$1.05M	+$185K	1	0.03%	Increased
678	QI Qtron Investments Boston, Massachusetts	$1.05M	$0	1	0.24%	Maintained
679	Koshinski Asset Management Decatur, Illinois	$1.05M	+$10.4K	1	0.08%	Increased
680	FHA Flagship Harbor Advisors Boston, Massachusetts	$1.04M	+$188K	1	0.1%	Increased
681	NL Navalign LLC Encino, California	$1.04M	-$276K	1	0.41%	Reduced
682	SWRP Summit Wealth & Retirement Planning San Ramon, California	$1.03M	-$14.5K	1	0.35%	Reduced
683	ANRIA American National Registered Investment Advisor Galveston, Texas	$1.03M	$0	1	0.34%	Maintained
684	IIA Integral Investment Advisors Turlock, California	$1.02M	+$953K	1	0.74%	New
685	RIM Regent Investment Management Louisville, Kentucky	$1M	$0	1	0.22%	Maintained
686	Clearstead Advisors Cleveland, Ohio	$1M	+$131K	1	0.07%	Increased
687	GWSG GPS Wealth Strategies Group Centennial, Colorado	$997K	+$476K	1	0.22%	Increased
688	WDC Woodward Diversified Capital Bakersfield, California	$989K	-$3.63K	1	0.58%	Reduced
689	FFC First Financial Corp Terre Haute, Indiana	$988K	-$186K	1	0.6%	Reduced
690	FA FDx Advisors Chicago, Illinois	$985K	-$44.6K	1	0.03%	Reduced
691	Brinker Capital Investments Berwyn, Pennsylvania	$980K	+$914K	1	0.01%	New
692	RCA Resonant Capital Advisors Madison, Wisconsin	$958K	+$62.8K	1	0.14%	Increased
693	Cetera Advisors Denver, Colorado	$957K	-$110K	1	0.02%	Reduced
694	CT Caldwell Trust Venice, Florida	$950K	+$153K	1	0.11%	Increased
695	BTWM Baker Tilly Wealth Management Madison, Wisconsin	$949K	+$19.2K	1	0.1%	Increased
696	MFW Meristem Family Wealth Minnetonka, Minnesota	$940K	$0	1	0.08%	Maintained
697	RMCM Reynders McVeigh Capital Management Boston, Massachusetts	$938K	-$104K	1	0.05%	Reduced
698	BRWM B. Riley Wealth Management Memphis, Tennessee	$931K	+$175K	1	0.06%	Increased
699	MBT Montecito Bank & Trust Santa Barbara, California	$930K	+$109K	1	0.16%	Increased
700	Whittier Trust South Pasadena, California	$928K	+$64.9K	1	0.02%	Increased