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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	GM GeoWealth Management Chicago, Illinois	$694K	+$629K	1	0.06%	New
1177	WCM Washburn Capital Management Vero Beach, Florida	$693K	+$380K	1	0.52%	Increased
1178	WA WealthTrust Axiom Wayne, Pennsylvania	$690K	$0	1	0.23%	Maintained
1179	TFA Trinity Financial Advisors Columbus, Ohio	$688K	$0	1	0.34%	Maintained
1180	LWL Leo Wealth LLC Hurst, Texas	$686K	+$639K	1	0.07%	New
1181	FWM Fonville Wealth Management Richmond, Virginia	$684K	+$620K	1	0.36%	New
1182	CF Centaurus Financial Anaheim, California	$683K	-$714K	1	0.05%	Reduced
1183	KA Kintegral Advisory New York	$682K	-$4.01K	1	0.08%	Reduced
1184	RIA Regal Investment Advisors Kentwood, Michigan	$681K	+$134K	1	0.05%	Increased
1185	1W 1776 Wealth Atlanta, Georgia	$681K	$0	1	0.34%	Maintained
1186	WCA Westover Capital Advisors Wilmington, Delaware	$679K	+$17.4K	1	0.22%	Increased
1187	PP PDT Partners New York	$678K	+$615K	1	0.07%	New
1188	Farther Finance Advisors San Francisco, California	$676K	+$488K	1	0.05%	Increased
1189	OFS OneAscent Financial Services Birmingham, Alabama	$675K	+$36.9K	1	0.08%	Increased
1190	XTX Topco George Town, Cayman Islands	$672K	-$245K	1	0.15%	Reduced
1191	EAM Empirical Asset Management Wellesley, Massachusetts	$671K	+$609K	1	0.55%	New
1192	Simon Quick Advisors Morristown, New Jersey	$671K	+$28.6K	1	0.06%	Increased
1193	PVM Palogic Value Management Dallas, Texas	$663K	$0	1	0.29%	Maintained
1194	First Horizon Advisors Memphis, Tennessee	$661K	+$145K	1	0.02%	Increased
1195	CSPIA Cary Street Partners Investment Advisory Richmond, Virginia	$658K	+$106K	1	0.03%	Increased
1196	GWMR GC Wealth Management RIA Cambridge, Massachusetts	$657K	+$596K	1	0.3%	New
1197	Summit Trail Advisors New York	$653K	-$153K	1	0.02%	Reduced
1198	RWB RMR Wealth Builders Montclair, New Jersey	$652K	+$35.8K	1	0.09%	Increased
1199	AlTi Global New York	$651K	+$590K	1	0.02%	New
1200	MA MJP Associates Farmington, Connecticut	$648K	+$1.07K	1	0.17%	Increased