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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	BTWM Baker Tilly Wealth Management Madison, Wisconsin	$607K	-$254K	1	0.1%	Reduced
1077	Citizens Financial Group Providence, Rhode Island	$604K	+$610K	1	0.02%	New
1078	Brighton Jones LLC Seattle, Washington	$598K	+$2.13K	1	0.03%	Increased
1079	Western Wealth Management Golden, Colorado	$595K	+$34.1K	1	0.05%	Increased
1080	FAFN First Affirmative Financial Network Colorado Springs, Colorado	$588K	+$18K	1	0.57%	Increased
1081	RCM RB Capital Management Reno, Nevada	$587K	+$4.5K	1	0.18%	Increased
1082	SDWIA Schwarz Dygos Wheeler Investment Advisors Minneapolis, Minnesota	$586K	+$3.55K	1	0.2%	Increased
1083	AWA Arete Wealth Advisors Chicago, Illinois	$583K	+$104K	1	0.1%	Increased
1084	DAM Deepwater Asset Management Minneapolis, Minnesota	$582K	+$588K	1	0.27%	New
1085	MSA Marino Stram & Associates Braintree, Massachusetts	$572K	-$1.18K	1	0.17%	Reduced
1086	HFW Horizon Family Wealth Chicago, Illinois	$571K	+$37.9K	1	0.55%	Increased
1087	Nicholas Hoffman & Company Atlanta, Georgia	$571K	+$8.76K	1	0.04%	Increased
1088	PIAS PCA Investment Advisory Services Cincinnati, Ohio	$567K	$0	1	0.4%	Maintained
1089	JCIA Jackson Creek Investment Advisors Castle Rock, Colorado	$567K	-$71.9K	1	0.24%	Reduced
1090	HG Herbst Group Westport, Connecticut	$563K	+$568K	1	0.4%	New
1091	CNBT Canandaigua National Bank & Trust Canandaigua, New York	$560K	+$55.6K	1	0.09%	Increased
1092	Brown Brothers Harriman & Co New York	$557K	+$3.08K	1	0%	Increased
1093	IA Insight Advisors Newtown, Pennsylvania	$555K	-$2.84K	1	0.13%	Reduced
1094	KIC Kensington Investment Counsel Long Beach, California	$553K	+$28.4K	1	0.34%	Increased
1095	Wedmont Private Capital West Chester, Pennsylvania	$550K	+$144K	1	0.06%	Increased
1096	WA WealthTrust Axiom Wayne, Pennsylvania	$549K	$0	1	0.2%	Maintained
1097	OBWG Onyx Bridge Wealth Group Tarrytown, New York	$548K	+$553K	1	0.13%	New
1098	TFA Trinity Financial Advisors Columbus, Ohio	$547K	$0	1	0.29%	Maintained
1099	PAI Pittenger & Anderson Inc Lincoin, Nebraska	$546K	+$73.4K	1	0.03%	Increased
1100	KA Kintegral Advisory New York	$546K	-$237	1	0.07%	Reduced