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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	WCM Windward Capital Management Los Angeles, California	$374K	-$422	1	0.03%	Reduced
802	WA WealthTrust Axiom Wayne, Pennsylvania	$373K	$0	1	0.13%	Maintained
803	Colony Group Boston, Massachusetts	$372K	+$10.5K	1	0.01%	Increased
804	Great Lakes Advisors Chicago, Illinois	$371K	-$3.37K	1	0.01%	Reduced
805	VWM Vigilare Wealth Management Scottsdale, Arizona	$370K	-$2.53K	1	0.23%	Reduced
806	HighPoint Advisor Group Downers Grove, Illinois	$369K	+$33.3K	1	0.04%	Increased
807	JFA Johanson Financial Advisors Campbell, California	$366K	+$29.5K	1	0.13%	Increased
808	Montag & Associates Atlanta, Georgia	$366K	+$31.6K	1	0.02%	Increased
809	FCI Financial Counselors Inc Overland Park, Kansas	$361K	-$209K	1	0.01%	Reduced
810	DBT Dubuque Bank & Trust Dubuque, Iowa	$359K	+$4.21K	1	0.04%	Increased
811	P Pitcairn Conshohocken, Pennsylvania	$354K	-$843	1	0.02%	Reduced
812	CQS Credential Qtrade Securities Vancouver,	$353K	+$310K	1	0.03%	New
813	BIAS Beacon Investment Advisory Services Morristown, New Jersey	$352K	+$843	1	0.01%	Increased
814	LC Lunia Capital Dallas, Texas	$349K	-$17.7K	1	7.77%	Reduced
815	AWA Arete Wealth Advisors Chicago, Illinois	$348K	+$306K	1	0.04%	New
816	Perigon Wealth Management San Francisco, California	$348K	-$20.7K	1	0.03%	Reduced
817	ZCM Ziegler Capital Management Chicago, Illinois	$348K	+$8.43K	1	0.01%	Increased
818	CI Cigna Investments Bloomfield, Connecticut	$344K	$0	1	0.03%	Maintained
819	LA Latitude Advisors Vero Beach, Florida	$344K	+$303K	1	0.11%	New
820	LB Leo Brokerage Hurst, Texas	$344K	+$8.01K	1	0.06%	Increased
821	MSAM Moloney Securities Asset Management Manchester, Missouri	$337K	+$15.2K	1	0.06%	Increased
822	FTDI First Trust Direct Indexing Boston, Massachusetts	$336K	+$296K	1	0.05%	New
823	WI WrapManager Inc Mill Valley, California	$336K	+$296K	1	0.09%	New
824	FMTC Farmers & Merchants Trust Company Long Beach, California	$335K	$0	1	0.09%	Maintained
825	Gabelli Funds Rye, New York	$335K	-$84.3K	1	0%	Reduced