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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
751	JFA Johanson Financial Advisors Campbell, California	$251K	-$24.3K	1	0.09%	Reduced
752	W WealthStone Columbus, Ohio	$251K	+$6.78K	1	0.09%	Increased
753	WA WealthTrust Axiom Wayne, Pennsylvania	$251K	-$7.13K	1	0.08%	Reduced
754	MWM Minot Wealth Management Westwood, Massachusetts	$250K	-$17.8K	1	0.06%	Reduced
755	TCM Teza Capital Management Chicago, Illinois	$248K	+$275K	1	0.05%	New
756	WCM Windward Capital Management Los Angeles, California	$248K	-$24.3K	1	0.02%	Reduced
757	MCP Mirador Capital Partners Pleasanton, California	$247K	+$20.7K	1	0.06%	Increased
758	1IA 1834 Investment Advisors Milwaukee, Wisconsin	$246K	+$273K	1	0.03%	New
759	BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark	$246K	$0	1	0.01%	Maintained
760	First National Bank of Omaha Omaha, Nebraska	$246K	-$32.1K	1	0.01%	Reduced
761	Colony Group Boston, Massachusetts	$243K	+$21.8K	1	0.01%	Increased
762	MSA Marino Stram & Associates Braintree, Massachusetts	$243K	+$41K	1	0.1%	Increased
763	SignatureFD Atlanta, Georgia	$242K	+$5.71K	1	0.01%	Increased
764	PJSIMP P.J. Schmidt Investment Management (PJS) Cedarburg, Wisconsin	$240K	$0	1	0.05%	Maintained
765	ESB Essex Savings Bank Essex, Connecticut	$239K	$0	1	0.1%	Maintained
766	FineMark National Bank & Trust Fort Myers, Florida	$239K	+$17.8K	1	0.01%	Increased
767	CI Cigna Investments Bloomfield, Connecticut	$235K	-$62.8K	1	0.02%	Reduced
768	DBT Dubuque Bank & Trust Dubuque, Iowa	$235K	+$9.27K	1	0.03%	Increased
769	P Pitcairn Conshohocken, Pennsylvania	$234K	+$260K	1	0.02%	New
770	Maven Securities St Helier, Jersey	$232K	+$255K	1	0.01%	New
771	Perigon Wealth Management San Francisco, California	$232K	-$137K	1	0.02%	Reduced
772	Focus Financial Network Minneapolis, Minnesota	$231K	-$176K	1	0.03%	Reduced
773	ARTA A.R.T. Advisors New York	$230K	+$254K	1	1.25%	New
774	RBFC Roman Butler Fullerton & Co St Louis, Missouri	$229K	-$323K	1	0.11%	Reduced
775	LB Leo Brokerage Hurst, Texas	$228K	-$25K	1	0.06%	Reduced