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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
1126	Venture Visionary Partners Sylvania, Ohio	$231K	+$2.6K	1	0.02%	Increased
1127	SFO Stokes Family Office New Orleans, Louisiana	$226K	+$27.7K	1	0.03%	Increased
1128	Aspiriant LLC Los Angeles, California	$225K	-$3.64K	1	0.01%	Reduced
1129	C Certuity North Palm Beach, Florida	$225K	-$91.6K	1	0.05%	Reduced
1130	NIC Northwest Investment Counselors Lake Oswego, Oregon	$225K	$0	1	0.07%	Maintained
1131	TFCP Twin Focus Capital Partners Boston, Massachusetts	$225K	+$1.04K	1	0.05%	Increased
1132	FFL Future Fund LLC Chicago, Illinois	$223K	-$8.31K	1	0.45%	Reduced
1133	Wedmont Private Capital West Chester, Pennsylvania	$223K	+$236K	1	0.04%	New
1134	BB Berkshire Bank Pittsfield, Massachusetts	$221K	$0	1	0.07%	Maintained
1135	YWP YorkBridge Wealth Partners New York	$221K	$0	1	0.06%	Maintained
1136	1WM 1900 Wealth Management San Antonio, Texas	$220K	-$14K	1	0.03%	Reduced
1137	SFG Sather Financial Group Victoria, Texas	$220K	+$232K	1	0.02%	New
1138	Obermeyer Wealth Partners Aspen, Colorado	$217K	+$229K	1	0.02%	New
1139	Delta Accumulation LLC Sausalito, California	$216K	$0	1	2.95%	Maintained
1140	GFS GYL Financial Synergies West Hartford, Connecticut	$216K	+$10.4K	1	0.06%	Increased
1141	PIA Pinion Investment Advisors Wichita, Kansas	$216K	-$1.56K	1	0.19%	Reduced
1142	Evercore Wealth Management New York	$215K	$0	1	0%	Maintained
1143	First Horizon Advisors Memphis, Tennessee	$214K	-$520	1	0.01%	Reduced
1144	EWM EPG Wealth Management Atlanta, Georgia	$212K	-$18.2K	1	0.09%	Reduced
1145	JWCA J.W. Cole Advisors Tampa, Florida	$212K	-$112K	1	0.02%	Reduced
1146	KCIA Kingsbury Capital Investment Advisors Wilmette, Illinois	$212K	$0	1	0.32%	Maintained
1147	CastleKnight Management New York	$211K	-$104K	1	0.03%	Reduced
1148	FFA Founders Financial Alliance Raleigh, North Carolina	$211K	+$223K	1	0.11%	New
1149	CCIA Campbell & Co Investment Adviser Baltimore, Maryland	$209K	+$222K	1	0.05%	New
1150	KLCM KG&L Capital Management Saint Francisville, Louisiana	$208K	+$220K	1	0.12%	New