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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
926	PPW Parcion Private Wealth Bellevue, Washington	$502K	$0	1	0.06%	Maintained
927	1IA 1620 Investment Advisors Plymouth, Massachusetts	$496K	$0	1	0.73%	Maintained
928	BRA Bender Robert & Associates Pasadena, California	$494K	+$522K	1	0.19%	New
929	PWA Phoenix Wealth Advisors Chapel Hill, North Carolina	$491K	-$8.31K	1	0.49%	Reduced
930	E Fund Management Guangzhou, China	$490K	+$24.4K	1	0.05%	Increased
931	HMS Hanseatic Management Services Albuquerque, New Mexico	$489K	-$3.98K	1	1.32%	Reduced
932	QI Qtron Investments Boston, Massachusetts	$487K	-$400K	1	0.12%	Reduced
933	Ameritas Advisory Services Lincoln, Nebraska	$484K	+$12.5K	1	0.03%	Increased
934	QPW Quantum Private Wealth Tampa, Florida	$484K	+$132K	1	0.3%	Increased
935	YC Yarbrough Capital Franklin, Tennessee	$477K	$0	1	0.04%	Maintained
936	Colony Group Boston, Massachusetts	$476K	+$40.7K	1	0.01%	Increased
937	EW Evoke Wealth Los Angeles, California	$476K	-$30.7K	1	0.02%	Reduced
938	OWM OneAscent Wealth Management Birmingham, Alabama	$474K	-$121K	1	0.25%	Reduced
939	Apollon Wealth Management Mount Pleasant, South Carolina	$472K	+$245K	1	0.04%	Increased
940	FMAEN1 Fund Management at Engine No 1 San Francisco, California	$471K	-$18.9K	1	0.14%	Reduced
941	Simplicity Solutions Minneapolis, Minnesota	$468K	+$50.9K	1	0.07%	Increased
942	TP Tranquility Partners Brentwood, Tennessee	$467K	$0	1	0.26%	Maintained
943	Crossmark Global Holdings Houston, Texas	$462K	-$36.7K	1	0.01%	Reduced
944	Peapack-Gladstone Financial Corp Bedminster, New Jersey	$458K	$0	1	0.01%	Maintained
945	VWA V Wealth Advisors Overland Park, Kansas	$455K	-$78.8K	1	0.09%	Reduced
946	NewEdge Wealth Pittsburgh, Pennsylvania	$453K	+$42.6K	1	0.02%	Increased
947	GA Gateway Advisory Westfield, New Jersey	$450K	+$476K	1	0.11%	New
948	Glenview Trust Louisville, Kentucky	$446K	+$248K	1	0.02%	Increased
949	Avidian Wealth Enterprises Houston, Texas	$444K	+$131K	1	0.03%	Increased
950	CC Commons Capital Needham, Massachusetts	$443K	-$4.16K	1	0.7%	Reduced