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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
1101	NIC Northwest Investment Counselors Lake Oswego, Oregon	$226K	$0	1	0.07%	Maintained
1102	TFCP Twin Focus Capital Partners Boston, Massachusetts	$225K	+$26.6K	1	0.05%	Increased
1103	BB Berkshire Bank Pittsfield, Massachusetts	$223K	$0	1	0.07%	Maintained
1104	PPWM PFG Private Wealth Management Lutz, Florida	$223K	+$240K	1	0.13%	New
1105	QC QCM Cayman Houston, Texas	$223K	+$240K	1	3.86%	New
1106	YWP YorkBridge Wealth Partners New York	$222K	+$10.1K	1	0.06%	Increased
1107	PIA Pinion Investment Advisors Wichita, Kansas	$218K	-$14.4K	1	0.18%	Reduced
1108	Delta Accumulation LLC Sausalito, California	$217K	$0	1	0.1%	Maintained
1109	Evercore Wealth Management New York	$216K	$0	1	0%	Maintained
1110	Global Retirement Partners San Rafael, California	$216K	-$3.72K	1	0.02%	Reduced
1111	Montag & Associates Atlanta, Georgia	$216K	-$175K	1	0.01%	Reduced
1112	First Horizon Advisors Memphis, Tennessee	$215K	+$185K	1	0.01%	Increased
1113	Glenview Trust Louisville, Kentucky	$213K	+$53.2K	1	0.01%	Increased
1114	KCIA Kingsbury Capital Investment Advisors Wilmette, Illinois	$213K	$0	1	0.29%	Maintained
1115	Summit Financial Parsippany, New Jersey	$212K	+$229K	1	0.02%	New
1116	SIC Sterling Investment Counsel Buffalo, New York	$212K	+$228K	1	0.16%	New
1117	KPW Kore Private Wealth New York	$211K	$0	1	0.03%	Maintained
1118	PP Pegasus Partners Mequon, Wisconsin	$211K	+$10.1K	1	0.04%	Increased
1119	APP Alpha Paradigm Partners Chicago, Illinois	$208K	-$162K	1	0.09%	Reduced
1120	FB First Bancorp Damariscotta, Maine	$208K	+$225K	1	0.2%	New
1121	Harvest Fund Management Beijing, China	$208K	-$200K	1	0.06%	Reduced
1122	EDRIA Edmonds Duncan Registered Investment Advisors Lawrence, Kansas	$207K	+$223K	1	0.07%	New
1123	GFS GYL Financial Synergies West Hartford, Connecticut	$207K	-$5.32K	1	0.06%	Reduced
1124	Moneta Group Investment Advisors St Louis, Missouri	$207K	+$30.9K	1	0.01%	Increased
1125	IC Intersect Capital San Ramon, California	$205K	-$110K	1	0.06%	Reduced