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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
726	BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark	$271K	+$162K	1	0.01%	Increased
727	JFA Johanson Financial Advisors Campbell, California	$271K	+$214K	1	0.11%	New
728	W WealthStone Columbus, Ohio	$271K	+$214K	1	0.1%	New
729	KW KWB Wealth Redlands, California	$269K	+$212K	1	0.06%	New
730	SF Symphony Financial Houston, Texas	$268K	+$214K	1	0.1%	New
731	AIC Ameritas Investment Company Lincoln, Nebraska	$266K	+$210K	1	0.05%	New
732	LWAC Laurel Wealth Advisors (California) Solana Beach, California	$266K	+$210K	1	0.04%	New
733	HR Hayden Royal Charlotte, North Carolina	$264K	+$208K	1	0.14%	New
734	TA TFG Advisers Auburn Hills, Michigan	$262K	+$207K	1	0.14%	New
735	SignatureFD Atlanta, Georgia	$261K	+$4.76K	1	0.01%	Increased
736	Evercore Wealth Management New York	$255K	+$201K	1	0.01%	New
737	TPCM Three Peaks Capital Management Castle Rock, Colorado	$254K	+$200K	1	0.08%	New
738	MCP Mirador Capital Partners Pleasanton, California	$252K	+$198K	1	0.07%	New
739	QCM Quest Capital Management Dallas, Texas	$252K	+$199K	1	0.06%	New
740	TCA Transcend Capital Advisors Madison, New Jersey	$252K	+$198K	1	0.03%	New
741	ZCM Ziegler Capital Management Chicago, Illinois	$251K	+$198K	1	0.01%	New
742	DBT Dubuque Bank & Trust Dubuque, Iowa	$250K	+$197K	1	0.03%	New
743	FMTC Farmers & Merchants Trust Company Long Beach, California	$249K	+$196K	1	0.09%	New
744	Colony Group Boston, Massachusetts	$246K	+$194K	1	0.01%	New
745	FineMark National Bank & Trust Fort Myers, Florida	$246K	+$194K	1	0.01%	New
746	Montag & Associates Atlanta, Georgia	$243K	-$207K	1	0.01%	Reduced
747	RWB RMR Wealth Builders Montclair, New Jersey	$242K	+$191K	1	0.12%	New
748	Winton Group London, United Kingdom	$242K	-$2.97M	1	0.02%	Reduced
749	HAIM Hunter Associates Investment Management Pittsburgh, Pennsylvania	$241K	+$190K	1	0.06%	New
750	FAB First American Bank Dundee, Illinois	$240K	+$189K	1	0.02%	New