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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
1176	One Capital Management Westlake Village, California	$290K	-$27.1K	1	0.01%	Reduced
1177	GA Goldstein Advisors Madison, Wisconsin	$287K	-$37.6K	1	0.06%	Reduced
1178	Summit Trail Advisors New York	$286K	+$243K	1	0.01%	New
1179	VCM Violich Capital Management San Francisco, California	$285K	+$242K	1	0.05%	New
1180	DBT Dubuque Bank & Trust Dubuque, Iowa	$284K	+$241K	1	0.04%	New
1181	Aptus Capital Advisors Fairhope, Alabama	$283K	-$420K	1	0.01%	Reduced
1182	CMBA C.M. Bidwell & Associates Honolulu, Hawaii	$282K	-$12.2K	1	0.21%	Reduced
1183	CWC Carolinas Wealth Consulting Charlotte, North Carolina	$281K	+$3.73K	1	0.06%	Increased
1184	1WA 180 Wealth Advisors Federal Way, Washington	$280K	$0	1	0.07%	Maintained
1185	SFO Stokes Family Office New Orleans, Louisiana	$280K	+$237K	1	0.03%	New
1186	Daymark Wealth Partners Cincinnati, Ohio	$279K	+$237K	1	0.04%	New
1187	Capital Investment Advisors Atlanta, Georgia	$279K	-$11.5K	1	0.01%	Reduced
1188	BB Berkshire Bank Pittsfield, Massachusetts	$278K	+$236K	1	0.08%	New
1189	MS Mizuho Securities Tokyo, Japan	$278K	+$49.2K	1	0.86%	Increased
1190	GFS GYL Financial Synergies West Hartford, Connecticut	$275K	+$233K	1	0.03%	New
1191	SBIA Sheaff Brock Investment Advisors Indianapolis, Indiana	$275K	+$233K	1	0.03%	New
1192	NIC Northwest Investment Counselors Lake Oswego, Oregon	$274K	$0	1	0.08%	Maintained
1193	Evercore Wealth Management New York	$273K	+$231K	1	0.01%	New
1194	TFCP Twin Focus Capital Partners Boston, Massachusetts	$273K	+$231K	1	0.05%	New
1195	FH FWG Holdings Winter Park, Florida	$271K	+$230K	1	0.2%	New
1196	CGA Crescent Grove Advisors Lake Forest, Illinois	$267K	+$226K	1	0.03%	New
1197	WEG World Equity Group Schaumburg, Illinois	$266K	+$1.41M	1	0.04%	Increased
1198	Connectus Wealth Cincinnati, Ohio	$266K	-$25.9K	1	0.01%	Reduced
1199	Quadrant Capital Group Cincinnati, Ohio	$265K	-$7.12K	1	0.03%	Reduced
1200	BCP Berkeley Capital Partners Milton, Georgia	$264K	+$224K	1	0.1%	New