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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
901	Global Retirement Partners San Rafael, California	$235K	+$29.5K	1	0.02%	Increased
902	KMWM Keudell/Morrison Wealth Management Salem, Oregon	$234K	+$206K	1	0.1%	New
903	Personal Capital Advisors Redwood City, California	$233K	+$205K	1	0%	New
904	FI Fosun International Hong Kong, China	$232K	+$207K	1	0.01%	New
905	OWA Opal Wealth Advisors Jericho, New York	$231K	+$203K	1	0.22%	New
906	XSC X-Square Capital Guaynabo, Puerto Rico	$229K	+$205K	1	0.12%	New
907	VCM Violich Capital Management San Francisco, California	$228K	+$200K	1	0.04%	New
908	FAFN First Affirmative Financial Network Colorado Springs, Colorado	$227K	+$200K	1	0.23%	New
909	HH Hilltop Holdings Dallas, Texas	$224K	+$197K	1	0.02%	New
910	SFI Siemens Fonds Invest Munich, Germany	$223K	+$196K	1	0.01%	New
911	SOW State of Wyoming Cheyenne, Wyoming	$223K	-$62.8K	1	0.14%	Reduced
912	1WM 1900 Wealth Management San Antonio, Texas	$222K	+$195K	1	0.02%	New
913	Aspiriant LLC Los Angeles, California	$220K	+$193K	1	0.01%	New
914	NIC Northwest Investment Counselors Lake Oswego, Oregon	$219K	+$193K	1	0.06%	New
915	Jefferies Group New York	$218K	-$82.9M	1	0%	Reduced
916	Quadrant Capital Group Cincinnati, Ohio	$217K	+$422	1	0.03%	Increased
917	PWA Phoenix Wealth Advisors Chapel Hill, North Carolina	$216K	$0	1	0.16%	Maintained
918	Venture Visionary Partners Sylvania, Ohio	$216K	+$190K	1	0.02%	New
919	RE RBC Europe London, United Kingdom	$213K	$0	1	0.01%	Maintained
920	AP Adero Partners Pleasanton, California	$211K	+$186K	1	0.04%	New
921	GSWM Golden State Wealth Management Santa Ana, California	$211K	+$185K	1	0.05%	New
922	YWP YorkBridge Wealth Partners New York	$210K	+$185K	1	0.05%	New
923	Mission Wealth Management Santa Barbara, California	$208K	+$183K	1	0.01%	New
924	AIM Axiom Investment Management New York	$206K	+$182K	1	0.21%	New
925	Loomis, Sayles & Company Boston, Massachusetts	$205K	+$29.5K	1	0%	Increased