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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	United Capital Financial Advisors Irving, Texas	$734K	-$164K	1	0%	Reduced
1027	SPWM Schrum Private Wealth Management St. Augustine, Florida	$731K	$0	1	0.83%	Maintained
1028	ARG Advisory Resource Group Tulsa, Oklahoma	$731K	-$15.9K	1	0.2%	Reduced
1029	RMCM Reynders McVeigh Capital Management Boston, Massachusetts	$726K	-$266K	1	0.05%	Reduced
1030	FMLI Fukoku Mutual Life Insurance Tokyo, Japan	$724K	-$88.3K	1	0.07%	Reduced
1031	NAM NTV Asset Management Charleston, West Virginia	$721K	-$130K	1	0.13%	Reduced
1032	CFS CRA Financial Services Northfield, New Jersey	$716K	+$36.9K	1	0.2%	Increased
1033	WPP Whalerock Point Partners Providence, Rhode Island	$714K	+$229K	1	0.25%	Increased
1034	First Manhattan New York	$712K	+$415K	1	0%	Increased
1035	NFG Nations Financial Group Cedar Rapids, Iowa	$711K	+$2.84K	1	0.07%	Increased
1036	Choate Investment Advisors Boston, Massachusetts	$703K	+$76.7K	1	0.03%	Increased
1037	DAM Deltec Asset Management New York	$703K	+$710K	1	0.16%	New
1038	PA PFG Advisors Phoenix, Arizona	$700K	+$11.6K	1	0.06%	Increased
1039	Saturna Capital Bellingham, Washington	$696K	$0	1	0.01%	Maintained
1040	TWM Tradition Wealth Management Edina, Minnesota	$694K	+$8.99K	1	0.08%	Increased
1041	Hillsdale Investment Management Toronto, Ontario, Canada	$692K	+$107K	1	0.06%	Increased
1042	AA Apriem Advisors Irvine, California	$690K	+$63K	1	0.1%	Increased
1043	FFA Fairfield Financial Advisors Wellesley, Massachusetts	$687K	+$102K	1	0.29%	Increased
1044	SC Sierra Capital Miami, Florida	$673K	$0	1	0.11%	Maintained
1045	HCA Harbour Capital Advisors Tysons Corner, Virginia	$670K	+$296K	1	0.2%	Increased
1046	OLVIG Oliver Lagore Vanvalin Investment Group Flint, Michigan	$669K	+$251K	1	0.26%	Increased
1047	TP Tranquility Partners Brentwood, Tennessee	$668K	$0	1	0.29%	Maintained
1048	Luther King Capital Management (LKCM) Fort Worth, Texas	$662K	+$39.8K	1	0%	Increased
1049	Peapack-Gladstone Financial Corp Bedminster, New Jersey	$660K	+$3.08K	1	0.01%	Increased
1050	Mission Wealth Management Santa Barbara, California	$657K	+$19.6K	1	0.02%	Increased