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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
1001	BOTW Bank of the West Monterey Park, California	$347K	+$108K	1	0.05%	Increased
1002	Cantor Fitzgerald New York	$344K	-$10.4K	1	0.01%	Reduced
1003	CCM CTC Capital Management Chicago, Illinois	$344K	-$364K	1	0.28%	Reduced
1004	FMTC Farmers & Merchants Trust Company Long Beach, California	$344K	$0	1	0.11%	Maintained
1005	Greenleaf Trust Kalamazoo, Michigan	$343K	+$5.2K	1	0.01%	Increased
1006	VanEck Associates New York	$343K	+$363K	1	0%	New
1007	WEG World Equity Group Schaumburg, Illinois	$343K	+$8.83K	1	0.09%	Increased
1008	GIA Guyasuta Investment Advisors Pittsburgh, Pennsylvania	$340K	+$14.4K	1	0.03%	Increased
1009	Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts	$340K	-$4.16K	1	0%	Reduced
1010	PJSIMP P.J. Schmidt Investment Management (PJS) Cedarburg, Wisconsin	$340K	-$20.8K	1	0.08%	Reduced
1011	FineMark National Bank & Trust Fort Myers, Florida	$339K	-$69.1K	1	0.02%	Reduced
1012	AFG Alterity Financial Group Bangor, Maine	$338K	+$43.6K	1	0.55%	Increased
1013	AQR Arbitrage Greenwich, Connecticut	$338K	+$56.6K	1	0.01%	Increased
1014	ARC Advisor Resource Council Dallas, Texas	$336K	-$2.07M	1	0.23%	Reduced
1015	Exchange Traded Concepts Oklahoma City, Oklahoma	$336K	-$576K	1	0.01%	Reduced
1016	HBK Sorce Advisory Erie, Pennsylvania	$335K	+$75.3K	1	0.02%	Increased
1017	TFS TrustCore Financial Services Brentwood, Tennessee	$334K	+$26K	1	0.03%	Increased
1018	FANJ Financial Architects (New Jersey) Marlton, New Jersey	$332K	+$351K	1	0.06%	New
1019	Forum Financial Management Lombard, Illinois	$332K	$0	1	0.02%	Maintained
1020	HIC Holderness Investments Company Greensboro, North Carolina	$332K	$0	1	0.15%	Maintained
1021	North Star Asset Management Neenah, Wisconsin	$332K	$0	1	0.02%	Maintained
1022	V VeraBank Henderson, Texas	$331K	$0	1	0.21%	Maintained
1023	One Capital Management Westlake Village, California	$329K	-$2.6K	1	0.02%	Reduced
1024	WAP Wealthcare Advisory Partners West Chester, Pennsylvania	$329K	+$60.8K	1	0.02%	Increased
1025	PWPS Pinnacle Wealth Planning Services Mansfield, Ohio	$327K	-$25.5K	1	0.06%	Reduced