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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
1251	TNA True North Advisors Dallas, Texas	$338K	+$8.52K	1	0.1%	Increased
1252	Alphadyne Asset Management New York	$337K	+$341K	1	0.03%	New
1253	AG Ascent Group Virginia Beach, Virginia	$336K	+$14.9K	1	0.04%	Increased
1254	CGL Clarius Group LLC Seattle, Washington	$336K	+$87.1K	1	0.03%	Increased
1255	Balentine LLC Atlanta, Georgia	$335K	+$10.9K	1	0.01%	Increased
1256	CC Callan Capital La Jolla, California	$334K	+$63.4K	1	0.04%	Increased
1257	TFCP Twin Focus Capital Partners Boston, Massachusetts	$334K	+$9.47K	1	0.08%	Increased
1258	VCM Violich Capital Management San Francisco, California	$334K	$0	1	0.06%	Maintained
1259	Evercore Wealth Management New York	$329K	+$9.47K	1	0.01%	Increased
1260	CA Cullinan Associates Louisville, Kentucky	$328K	$0	1	0.02%	Maintained
1261	RIA Realta Investment Advisors Wilmington, Delaware	$327K	$0	1	0.08%	Maintained
1262	BB Berkshire Bank Pittsfield, Massachusetts	$326K	$0	1	0.09%	Maintained
1263	AFT Alpha Family Trust Los Angeles, California	$325K	+$328K	1	0.25%	New
1264	SWP Semus Wealth Partners Boca Raton, Florida	$324K	+$17.3K	1	0.3%	Increased
1265	PD Planning Directions Glen Mills, Pennsylvania	$323K	-$47.3K	1	0.25%	Reduced
1266	CA Claro Advisors Boston, Massachusetts	$321K	+$113K	1	0.08%	Increased
1267	SBIA Sheaff Brock Investment Advisors Indianapolis, Indiana	$319K	-$11.8K	1	0.03%	Reduced
1268	INTECH Investment Management West Palm Beach, Florida	$318K	-$5.26M	1	0%	Reduced
1269	NFP NorthLanding Financial Partners Rochester, New York	$316K	$0	1	0.41%	Maintained
1270	EFS Essex Financial Services Essex, Connecticut	$316K	+$15.1K	1	0.04%	Increased
1271	GA Goldstein Advisors Madison, Wisconsin	$316K	-$22.2K	1	0.07%	Reduced
1272	SSWM Strait & Sound Wealth Management San Francisco, California	$316K	-$4.73K	1	0.27%	Reduced
1273	SWRP Summit Wealth & Retirement Planning San Ramon, California	$316K	-$93.7K	1	0.13%	Reduced
1274	EFG Everhart Financial Group Dublin, Ohio	$314K	+$58.9K	1	0.13%	Increased
1275	VCA Verdence Capital Advisors Hunt Valley, Maryland	$313K	+$59.4K	1	0.03%	Increased