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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
976	PIA Perennial Investment Advisors Los Angeles, California	$623K	+$10.2K	1	0.12%	Increased
977	Wealthfront Advisers Palo Alto, California	$622K	+$242K	1	0%	Increased
978	Buckingham Strategic Wealth Clayton, Missouri	$618K	$0	1	0.01%	Maintained
979	WSC Wellington Shields & Co New York	$617K	+$357K	1	0.14%	Increased
980	OFS OneAscent Financial Services Birmingham, Alabama	$616K	+$63.7K	1	0.25%	Increased
981	Great Valley Advisor Group Wilmington, Delaware	$615K	-$47.5K	1	0.03%	Reduced
982	CCG Capital CS Group Irvine, California	$613K	+$520K	1	0.58%	New
983	PPW Parcion Private Wealth Bellevue, Washington	$612K	$0	1	0.06%	Maintained
984	Wealthspire Advisors (New York) New York	$612K	-$30K	1	0.01%	Reduced
985	OWM OneAscent Wealth Management Birmingham, Alabama	$608K	+$46.9K	1	0.24%	Increased
986	MA Mutual Advisors Omaha, Nebraska	$593K	+$53.2K	1	0.02%	Increased
987	Advisor Partners II Walnut Creek, California	$592K	+$70.7K	1	0.03%	Increased
988	Simon Quick Advisors Morristown, New Jersey	$591K	-$57.1K	1	0.06%	Reduced
989	NL NWAM LLC Mercer Island, Washington	$586K	-$36.1K	1	0.06%	Reduced
990	PA PFG Advisors Phoenix, Arizona	$584K	+$16.3K	1	0.05%	Increased
991	Horizon Investments Charlotte, North Carolina	$584K	-$20.2K	1	0.02%	Reduced
992	TAM Titleist Asset Management San Antonio, Texas	$583K	+$495K	1	0.12%	New
993	NAM NTV Asset Management Charleston, West Virginia	$579K	+$33.9K	1	0.11%	Increased
994	Hillsdale Investment Management Toronto, Ontario, Canada	$573K	-$54.2K	1	0.05%	Reduced
995	SC Sierra Capital Miami, Florida	$573K	-$156K	1	0.09%	Reduced
996	SVWAG Sound View Wealth Advisors Group Savannah, Georgia	$572K	-$45.3K	1	0.08%	Reduced
997	AT American Trust Lexington, Kentucky	$571K	-$94.6K	1	0.04%	Reduced
998	PTC Petrus Trust Company Dallas, Texas	$570K	-$579K	1	0.07%	Reduced
999	TP Tranquility Partners Brentwood, Tennessee	$569K	$0	1	0.27%	Maintained
1000	GIA Gladstone Institutional Advisory Palm Beach Gardens, Florida	$563K	-$22.5K	1	0.04%	Reduced