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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	LB Legacy Bridge West Des Moines, Iowa	$1.45M	$0	1	0.85%	Maintained
677	DWM Darwin Wealth Management Tampa, Florida	$1.45M	+$1.25M	1	0.24%	New
678	AIC Ayalon Insurance Company Ramat Gan, Israel	$1.44M	$0	1	0.49%	Maintained
679	TCM Tradewinds Capital Management Bellingham, Washington	$1.44M	$0	1	0.23%	Maintained
680	FIM Freedom Investment Management Hartford, Connecticut	$1.43M	-$456K	1	0.13%	Reduced
681	Meridian Wealth Management Lexington, Kentucky	$1.4M	+$187K	1	0.15%	Increased
682	HIM Hotaling Investment Management Wayne, Pennsylvania	$1.39M	+$1.2M	1	0.53%	New
683	Kestra Private Wealth Services Austin, Texas	$1.38M	+$53.2K	1	0.07%	Increased
684	NDSI Newman Dignan & Sheerar Inc Providence, Rhode Island	$1.38M	-$132K	1	0.27%	Reduced
685	ANI American National Insurance Galveston, Texas	$1.37M	-$298K	1	0.37%	Reduced
686	Axxcess Wealth Management Carlsbad, California	$1.37M	-$67.7K	1	0.11%	Reduced
687	Ameritas Investment Partners Lincoln, Nebraska	$1.34M	$0	1	0.05%	Maintained
688	CT Coastline Trust Providence, Rhode Island	$1.34M	+$2.69K	1	0.16%	Increased
689	AT Arden Trust Wilmington, Delaware	$1.33M	-$63.4K	1	0.26%	Reduced
690	AFAS Acorn Financial Advisory Services Reston, Virginia	$1.33M	-$29.5K	1	0.27%	Reduced
691	Empirical Wealth Management Seattle, Washington	$1.31M	-$469K	1	0.07%	Reduced
692	LS Leelyn Smith Geneva, Illinois	$1.31M	-$15.6K	1	0.34%	Reduced
693	GWMIA Global Wealth Management Investment Advisory Fort Lauderdale, Florida	$1.3M	+$70.9K	1	0.39%	Increased
694	Clearstead Advisors Cleveland, Ohio	$1.3M	+$155K	1	0.09%	Increased
695	TSS Two Sigma Securities New York	$1.29M	+$916K	1	0.05%	Increased
696	AP Adero Partners Pleasanton, California	$1.28M	-$118K	1	0.19%	Reduced
697	Avantax Advisory Services Dallas, Texas	$1.28M	+$11.3K	1	0.02%	Increased
698	IBOK Independence Bank of Kentucky Owensboro, Kentucky	$1.28M	-$12.9K	1	0.51%	Reduced
699	CFM Comprehensive Financial Management Los Gatos, California	$1.27M	$0	1	0.02%	Maintained
700	PCMU Paragon Capital Management (Utah) Provo, Utah	$1.27M	+$1.09M	1	1.17%	New