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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
1226	Choreo LLC Rockford, Illinois	$583K	+$125K	1	0.02%	Increased
1227	BCP Berkeley Capital Partners Milton, Georgia	$581K	+$30.2K	1	0.19%	Increased
1228	AGWCA Annis Gardner Whiting Capital Advisors Tampa, Florida	$578K	+$60.2K	1	0.26%	Increased
1229	Moneta Group Investment Advisors St Louis, Missouri	$577K	+$5.35K	1	0.01%	Increased
1230	GFPC Global Financial Private Client Sarasota, Florida	$577K	+$36.6K	1	0.27%	Increased
1231	PWPS Pinnacle Wealth Planning Services Mansfield, Ohio	$577K	-$13.1K	1	0.09%	Reduced
1232	IP Ignite Planners San Clemente, California	$574K	+$64.4K	1	0.17%	Increased
1233	Brighton Jones LLC Seattle, Washington	$574K	-$163K	1	0.02%	Reduced
1234	KDA Kraft Davis & Associates St. Louis, Missouri	$572K	-$12.6K	1	0.17%	Reduced
1235	Balentine LLC Atlanta, Georgia	$571K	+$136K	1	0.02%	Increased
1236	BWA Blodgett Wealth Advisors Concord, California	$569K	+$168K	1	0.58%	Increased
1237	GPA Garrison Point Advisors Walnut Creek, California	$568K	$0	1	0.4%	Maintained
1238	GIP Granite Investment Partners El Segundo, California	$563K	$0	1	0.02%	Maintained
1239	Parnassus Investments San Francisco, California	$556K	+$9.89K	1	0%	Increased
1240	GIA Guyasuta Investment Advisors Pittsburgh, Pennsylvania	$555K	-$50K	1	0.04%	Reduced
1241	LDB Lee, Danner & Bass Nashville, Tennessee	$555K	+$503K	1	0.05%	New
1242	DF Donoghue Forlines Boston, Massachusetts	$552K	-$78.4K	1	0.17%	Reduced
1243	WEG World Equity Group Schaumburg, Illinois	$550K	+$18.7K	1	0.11%	Increased
1244	BW Bison Wealth Atlanta, Georgia	$549K	+$4.81K	1	0.1%	Increased
1245	IRAG Investment Research & Advisory Group Atlanta, Georgia	$549K	$0	1	0.28%	Maintained
1246	NA Navellier & Associates Reno, Nevada	$548K	+$497K	1	0.08%	New
1247	CFGS Concourse Financial Group Securities Birmingham, Alabama	$545K	-$65.8K	1	0.04%	Reduced
1248	WDA Wendell David Associates Portsmouth, New Hampshire	$544K	+$137K	1	0.06%	Increased
1249	AG Ascent Group Virginia Beach, Virginia	$539K	+$16.6K	1	0.05%	Increased
1250	WI WrapManager Inc Mill Valley, California	$537K	-$57.8K	1	0.16%	Reduced