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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	SW SkyOak Wealth Southfield, Michigan	$506K	-$169K	1	0.15%	Reduced
1027	IDBONY Israel Discount Bank of New York New York	$505K	-$116K	1	0.38%	Reduced
1028	Ritholtz Wealth Management New York	$504K	+$34.9K	1	0.03%	Increased
1029	Mission Wealth Management Santa Barbara, California	$500K	-$23.6K	1	0.02%	Reduced
1030	CFGS Concourse Financial Group Securities Birmingham, Alabama	$496K	-$149K	1	0.04%	Reduced
1031	Glenview Trust Louisville, Kentucky	$493K	-$42.4K	1	0.01%	Reduced
1032	KFA Kelleher Financial Advisors New York	$492K	$0	1	0.33%	Maintained
1033	Circle Wealth Management Summit, New Jersey	$492K	$0	1	0.07%	Maintained
1034	LB Leo Brokerage Hurst, Texas	$490K	+$415K	1	0.07%	New
1035	FAFN First Affirmative Financial Network Colorado Springs, Colorado	$490K	-$42.7K	1	0.57%	Reduced
1036	Hartford Investment Management Co (HIMCO) Hartford, Connecticut	$489K	$0	1	0.02%	Maintained
1037	MSA Marino Stram & Associates Braintree, Massachusetts	$488K	$0	1	0.15%	Maintained
1038	SDWIA Schwarz Dygos Wheeler Investment Advisors Minneapolis, Minnesota	$487K	+$129K	1	0.18%	Increased
1039	PIAS PCA Investment Advisory Services Cincinnati, Ohio	$483K	+$410K	1	0.34%	New
1040	AP AtonRa Partners Geneva, Switzerland	$481K	-$993K	1	0.7%	Reduced
1041	CWM C2C Wealth Management Scottsdale, Arizona	$479K	+$416K	1	0.08%	New
1042	Nicholas Hoffman & Company Atlanta, Georgia	$479K	-$11.2K	1	0.04%	Reduced
1043	TA TFG Advisers Auburn Hills, Michigan	$477K	$0	1	0.23%	Maintained
1044	TCM Tandem Capital Management Woodcliff Lake, New Jersey	$472K	+$63.6K	1	0.33%	Increased
1045	Caprock Group Boise, Idaho	$468K	+$99K	1	0.04%	Increased
1046	IA Insight Advisors Newtown, Pennsylvania	$468K	-$207K	1	0.11%	Reduced
1047	WA WealthTrust Axiom Wayne, Pennsylvania	$467K	$0	1	0.16%	Maintained
1048	KA Kintegral Advisory New York	$465K	-$21.2K	1	0.06%	Reduced
1049	Veritable Wilmington, Delaware	$464K	+$150K	1	0.01%	Increased
1050	FFA Fairfield Financial Advisors Wellesley, Massachusetts	$463K	+$38.1K	1	0.2%	Increased