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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
701	LGT Fund Management Vaduz, Liechtenstein	$919K	+$856K	1	0.26%	New
702	BLC Brown, Lisle/Cummings Providence, Rhode Island	$919K	+$856K	1	0.46%	New
703	Gerber Kawasaki Wealth & Investment Management Santa Monica, California	$913K	+$845K	1	0.07%	Increased
704	National Bank of Canada Montreal, Quebec, Canada	$912K	+$851K	1	0%	New
705	WP WealthSource Partners San Luis Obispo, California	$908K	+$96.5K	1	0.07%	Increased
706	AFM Abbot Financial Management Andover, Massachusetts	$907K	$0	1	0.41%	Maintained
707	CFA Camarda Financial Advisors Fleming Island, Florida	$907K	+$845K	1	0.51%	New
708	EW Evoke Wealth Los Angeles, California	$905K	+$320K	1	0.03%	Increased
709	SC Sierra Capital Miami, Florida	$903K	+$842K	1	0.13%	New
710	CPIA Cornell Pochily Investment Advisors Ithaca, New York	$901K	-$18.2K	1	0.35%	Reduced
711	CWMU Caliber Wealth Management (Utah) Orem, Utah	$900K	+$936K	1	0.62%	New
712	MC Moors & Cabot Boston, Massachusetts	$896K	+$219K	1	0.06%	Increased
713	CP Covenant Partners Nashville, Tennessee	$895K	$0	1	0.33%	Maintained
714	IndexIQ Advisors New York	$891K	-$24.9K	1	0.03%	Reduced
715	MFG Menard Financial Group Houston, Texas	$890K	+$20.8K	1	0.73%	Increased
716	MA Mutual Advisors Omaha, Nebraska	$890K	+$31.1K	1	0.05%	Increased
717	IRF IBM Retirement Fund Armonk, New York	$884K	-$580K	1	0.11%	Reduced
718	CAM Covenant Asset Management Chester, New Jersey	$859K	$0	1	0.23%	Maintained
719	WA Wealth Alliance Mellville, New York	$859K	+$6.75K	1	0.17%	Increased
720	Baker Avenue Asset Management San Francisco, California	$843K	+$3.11K	1	0.04%	Increased
721	Avidian Wealth Enterprises Houston, Texas	$842K	+$785K	1	0.05%	New
722	DWT Dorsey & Whitney Trust Sioux Falls, South Dakota	$840K	+$46.2K	1	0.07%	Increased
723	IDBONY Israel Discount Bank of New York New York	$818K	-$28.5K	1	0.51%	Reduced
724	BWP BSW Wealth Partners Boulder, Colorado	$801K	+$58.1K	1	0.2%	Increased
725	MCP Mirador Capital Partners Pleasanton, California	$797K	+$264K	1	0.17%	Increased