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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
1026	Mission Wealth Management Santa Barbara, California	$310K	+$15K	1	0.01%	Increased
1027	FFL Future Fund LLC Chicago, Illinois	$308K	+$61.2K	1	0.36%	Increased
1028	SW SlateStone Wealth Jupiter, Florida	$308K	$0	1	0.07%	Maintained
1029	AI AdvisorShares Investments Bethesda, Maryland	$305K	+$263K	1	0.05%	New
1030	FFWA FRG Family Wealth Advisors Bellevue, Washington	$304K	+$262K	1	0.06%	New
1031	Western Wealth Management Golden, Colorado	$304K	+$262K	1	0.01%	New
1032	HI Hudock Inc Williamsport, Pennsylvania	$300K	+$121K	1	0.08%	Increased
1033	Personal Capital Advisors Redwood City, California	$298K	-$11.8K	1	0%	Reduced
1034	MS Mizuho Securities Tokyo, Japan	$297K	-$60.1K	1	0.06%	Reduced
1035	1WM 1900 Wealth Management San Antonio, Texas	$296K	$0	1	0.03%	Maintained
1036	VCM Violich Capital Management San Francisco, California	$296K	$0	1	0.04%	Maintained
1037	CFGS Concourse Financial Group Securities Birmingham, Alabama	$295K	-$165K	1	0.02%	Reduced
1038	CWP Concord Wealth Partners Abingdon, Virginia	$294K	+$16.1K	1	0.08%	Increased
1039	PIA Pinion Investment Advisors Wichita, Kansas	$292K	+$45.1K	1	0.2%	Increased
1040	Robertson Stephens Wealth Management San Francisco, California	$292K	+$20.9K	1	0.02%	Increased
1041	EWM EPG Wealth Management Atlanta, Georgia	$290K	$0	1	0.1%	Maintained
1042	SFI Siemens Fonds Invest Munich, Germany	$289K	$0	1	0.02%	Maintained
1043	PWP Pursue Wealth Partners Clayton, California	$289K	$0	1	0.12%	Maintained
1044	Exencial Wealth Advisors Oklahoma City, Oklahoma	$284K	-$52.6K	1	0.01%	Reduced
1045	HCM Hollencrest Capital Management Newport Beach, California	$284K	+$245K	1	0.03%	New
1046	NIC Northwest Investment Counselors Lake Oswego, Oregon	$284K	$0	1	0.08%	Maintained
1047	Wedmont Private Capital West Chester, Pennsylvania	$284K	+$243K	1	0.06%	New
1048	Penserra Capital Management Orinda, California	$281K	+$14.5K	1	0.01%	Increased
1049	BB Berkshire Bank Pittsfield, Massachusetts	$280K	-$64.4K	1	0.07%	Reduced
1050	Venture Visionary Partners Sylvania, Ohio	$280K	$0	1	0.02%	Maintained