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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	FineMark National Bank & Trust Fort Myers, Florida	$288K	+$11.4K	1	0.01%	Increased
752	Perigon Wealth Management San Francisco, California	$288K	+$19.6K	1	0.03%	Increased
753	LC Lunia Capital Dallas, Texas	$286K	+$274K	1	8.8%	New
754	TPA Trivium Point Advisory Westport, Connecticut	$286K	+$274K	1	0.07%	New
755	VWA V Wealth Advisors Overland Park, Kansas	$284K	+$41.6K	1	0.05%	Increased
756	BCA Berman Capital Advisors Atlanta, Georgia	$281K	+$34.5K	1	0.04%	Increased
757	PIA Perennial Investment Advisors Los Angeles, California	$281K	+$269K	1	0.1%	New
758	Profund Advisors Bethesda, Maryland	$280K	-$51.9K	1	0.01%	Reduced
759	Colony Group Boston, Massachusetts	$279K	-$711	1	0.01%	Reduced
760	Ritholtz Wealth Management New York	$279K	+$267K	1	0.02%	New
761	KW KWB Wealth Redlands, California	$278K	$0	1	0.05%	Maintained
762	RIA Regal Investment Advisors Kentwood, Michigan	$276K	+$264K	1	0.03%	New
763	DBT Dubuque Bank & Trust Dubuque, Iowa	$275K	+$3.56K	1	0.03%	Increased
764	P Pitcairn Conshohocken, Pennsylvania	$275K	+$4.62K	1	0.02%	Increased
765	BIAS Beacon Investment Advisory Services Morristown, New Jersey	$272K	+$260K	1	0.01%	New
766	MC Moors & Cabot Boston, Massachusetts	$272K	+$26.7K	1	0.02%	Increased
767	PJSIMP P.J. Schmidt Investment Management (PJS) Cedarburg, Wisconsin	$271K	$0	1	0.05%	Maintained
768	SAM Shell Asset Management The Hague, Netherlands	$271K	-$45.9K	1	0.01%	Reduced
769	JFA Johanson Financial Advisors Campbell, California	$270K	$0	1	0.09%	Maintained
770	RWB RMR Wealth Builders Montclair, New Jersey	$268K	+$14.9K	1	0.09%	Increased
771	Tidal Investments Milwaukee, Wisconsin	$267K	-$85.3K	1	0.01%	Reduced
772	CI Cigna Investments Bloomfield, Connecticut	$266K	-$4.62K	1	0.02%	Reduced
773	TCA Transcend Capital Advisors Madison, New Jersey	$264K	+$6.04K	1	0.04%	Increased
774	ZCM Ziegler Capital Management Chicago, Illinois	$262K	$0	1	0.01%	Maintained
775	FM Family Management New York	$261K	+$250K	1	0.07%	New