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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
801	WWA WCG Wealth Advisors Las Vegas, Nevada	$8.02M	-$1.25M	1	0.19%	Reduced
802	SIA SGL Investment Advisors Missoula, Montana	$8M	-$1M	1	2.76%	Reduced
803	RWB RMR Wealth Builders Montclair, New Jersey	$7.99M	+$907K	1	0.5%	Increased
804	NP Nilsine Partners Greenwood Village, Colorado	$7.97M	+$2.47M	1	0.55%	Increased
805	RWM Rockline Wealth Management Plainview, New York	$7.96M	-$904K	1	1.52%	Reduced
806	MSR Main Street Research Lakeville, Connecticut	$7.96M	-$2.44M	1	0.38%	Reduced
807	Howard Capital Management Roswell, Georgia	$7.96M	+$3.04M	1	0.09%	Increased
808	MTIC Missouri Trust & Investment Company Springfield, Missouri	$7.95M	-$117K	1	2.16%	Reduced
809	SPG Strategic Planning Group Bountiful, Utah	$7.95M	+$75.3K	1	0.87%	Increased
810	VA VestGen Advisors Inverness, Illinois	$7.95M	+$1.36M	1	0.23%	Increased
811	Valeo Financial Advisors Carmel, Indiana	$7.87M	-$633K	1	0.17%	Reduced
812	Pallas Capital Advisors Braintree, Massachusetts	$7.85M	-$53.6K	1	0.24%	Reduced
813	KCM Kultura Capital Management Park City, Utah	$7.84M	+$5.26M	1	1.42%	New
814	XWM Xcel Wealth Management Holly Hill, Florida	$7.82M	-$824K	1	1.87%	Reduced
815	VHAM Van Hulzen Asset Management El Dorado Hills, California	$7.79M	+$4.26M	1	0.55%	Increased
816	DWML Decker Wealth Management LLC Nashville, Tennessee	$7.79M	+$5.23M	1	1.65%	New
817	QIM Quest Investment Management Lake Oswego, Oregon	$7.78M	-$4.95M	1	0.91%	Reduced
818	Savvy Advisors Inc New York	$7.78M	+$245K	2	0.17%	Increased
819	Old National Bancorp Evansville, Indiana	$7.76M	+$143K	1	0.15%	Increased
820	PT Plimoth Trust Plymouth, Massachusetts	$7.75M	+$29.5K	1	1.55%	Increased
821	FAT First American Trust Santa Ana, California	$7.75M	-$93.4K	1	0.47%	Reduced
822	KCM KRS Capital Management Bloomfield, Michigan	$7.73M	+$11.4K	1	3.6%	Increased
823	SAM Securian Asset Management St Paul, Minnesota	$7.72M	-$90K	1	0.28%	Reduced
824	HC Hourglass Capital Houston, Texas	$7.72M	$0	1	1.52%	Maintained
825	SRC Shufro Rose & Co New York	$7.69M	-$181K	1	0.44%	Reduced