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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
826	TPA Trivium Point Advisory Westport, Connecticut	$482K	+$7.79K	1	0.1%	Increased
827	WI WrapManager Inc Mill Valley, California	$482K	+$85.6K	1	0.12%	Increased
828	KW KWB Wealth Redlands, California	$481K	$0	1	0.08%	Maintained
829	One Capital Management Westlake Village, California	$479K	+$447K	1	0.04%	New
830	BPCA Bank Pictet & Cie (Asia) Singapore	$469K	+$85.1K	1	0.11%	Increased
831	Fisher Asset Management Camas, Washington	$465K	+$23.4K	1	0%	Increased
832	GDP Great Diamond Partners Portland, Maine	$459K	+$8.82K	1	0.12%	Increased
833	GSWM Golden State Wealth Management Santa Ana, California	$458K	+$198K	1	0.08%	Increased
834	Nicholas Hoffman & Company Atlanta, Georgia	$457K	$0	1	0.01%	Maintained
835	APP Alpha Paradigm Partners Chicago, Illinois	$455K	+$170K	1	0.18%	Increased
836	Caprock Group Boise, Idaho	$455K	-$88.8K	1	0.04%	Reduced
837	Norinchukin Bank Tokyo, Japan	$455K	+$425K	1	0.01%	New
838	MSA Marino Stram & Associates Braintree, Massachusetts	$450K	$0	1	0.14%	Maintained
839	Colony Group Boston, Massachusetts	$449K	+$16.1K	1	0.01%	Increased
840	Caxton Associates (New York) New York	$447K	-$45.7K	1	0.05%	Reduced
841	GL Graypoint LLC Albany, New York	$445K	$0	1	0.05%	Maintained
842	VI Versor Investments New York	$445K	+$415K	1	0.01%	New
843	Circle Wealth Management Summit, New Jersey	$443K	+$413K	1	0.06%	New
844	TA TFG Advisers Auburn Hills, Michigan	$443K	$0	1	0.19%	Maintained
845	Focus Financial Network Minneapolis, Minnesota	$443K	+$85.1K	1	0.06%	Increased
846	FineMark National Bank & Trust Fort Myers, Florida	$442K	$0	1	0.02%	Maintained
847	JFA Johanson Financial Advisors Campbell, California	$437K	+$10.4K	1	0.13%	Increased
848	PWPS Pinnacle Wealth Planning Services Mansfield, Ohio	$436K	+$1.56K	1	0.09%	Increased
849	CFGS Concourse Financial Group Securities Birmingham, Alabama	$435K	-$2.6K	1	0.02%	Reduced
850	WA WealthTrust Axiom Wayne, Pennsylvania	$434K	$0	1	0.14%	Maintained