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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
1076	SDWIA Schwarz Dygos Wheeler Investment Advisors Minneapolis, Minnesota	$247K	-$21.3K	1	0.1%	Reduced
1077	SGK Steigerwald Gordon & Koch Leesburg, Virginia	$247K	-$13.3K	1	0.04%	Reduced
1078	CMBA C.M. Bidwell & Associates Honolulu, Hawaii	$246K	+$256K	1	0.19%	Increased
1079	BSSFA Baron Silver Stevens Financial Advisors Boca Raton, Florida	$245K	+$45.2K	1	0.06%	Increased
1080	HI Hudock Inc Williamsport, Pennsylvania	$245K	+$8.51K	1	0.08%	Increased
1081	Mission Wealth Management Santa Barbara, California	$244K	-$2.13K	1	0.01%	Reduced
1082	Apollon Wealth Management Mount Pleasant, South Carolina	$241K	+$78.7K	1	0.02%	Increased
1083	CFGS Concourse Financial Group Securities Birmingham, Alabama	$241K	+$7.45K	1	0.02%	Increased
1084	FFWA FRG Family Wealth Advisors Bellevue, Washington	$241K	$0	1	0.06%	Maintained
1085	Exencial Wealth Advisors Oklahoma City, Oklahoma	$240K	+$14.9K	1	0.01%	Increased
1086	TNA True North Advisors Dallas, Texas	$240K	-$33.5K	1	0.07%	Reduced
1087	1WM 1900 Wealth Management San Antonio, Texas	$235K	$0	1	0.03%	Maintained
1088	VCM Violich Capital Management San Francisco, California	$235K	$0	1	0.04%	Maintained
1089	CB CNB Bank Clearfield, Pennsylvania	$234K	+$50.5K	1	0.15%	Increased
1090	Western Wealth Management Golden, Colorado	$234K	-$2.66K	1	0.01%	Reduced
1091	FFL Future Fund LLC Chicago, Illinois	$232K	-$13.8K	1	0.53%	Reduced
1092	BCM Boltwood Capital Management Walnut Creek, California	$231K	+$248K	1	0.1%	New
1093	Venture Visionary Partners Sylvania, Ohio	$230K	+$7.98K	1	0.02%	Increased
1094	Aspiriant LLC Los Angeles, California	$230K	-$68.1K	1	0.01%	Reduced
1095	EWM EPG Wealth Management Atlanta, Georgia	$230K	$0	1	0.1%	Maintained
1096	SFI Siemens Fonds Invest Munich, Germany	$230K	$0	1	0.02%	Maintained
1097	CRWM Castle Rock Wealth Management Walnut Creek, California	$229K	-$380K	1	0.12%	Reduced
1098	PA PFG Advisors Phoenix, Arizona	$229K	-$72.4K	1	0.03%	Reduced
1099	Penserra Capital Management Orinda, California	$227K	+$4.79K	1	0.01%	Increased
1100	NorthRock Partners Minneapolis, Minnesota	$226K	+$33.5K	1	0.02%	Increased