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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
1326	AT Arvest Trust Bartlesville, Oklahoma	$426K	+$387K	1	0.03%	New
1327	FFWA FRG Family Wealth Advisors Bellevue, Washington	$426K	+$386K	1	0.09%	New
1328	SSWM Sheets Smith Wealth Management Winston-Salem, North Carolina	$426K	+$386K	1	0.06%	New
1329	BB Berkshire Bank Pittsfield, Massachusetts	$425K	+$13.4K	1	0.11%	Increased
1330	TNA True North Advisors Dallas, Texas	$424K	-$802	1	0.11%	Reduced
1331	CPC Congress Park Capital Saratoga Springs, New York	$422K	-$20.1K	1	0.21%	Reduced
1332	VCM Violich Capital Management San Francisco, California	$420K	$0	1	0.07%	Maintained
1333	CFD Creative Financial Designs Kokomo, Indiana	$419K	-$107K	1	0.04%	Reduced
1334	OBWG Onyx Bridge Wealth Group Tarrytown, New York	$418K	-$246K	1	0.08%	Reduced
1335	Evercore Wealth Management New York	$418K	+$3.21K	1	0.01%	Increased
1336	CWA Asset Management Group Naples, Florida	$418K	+$379K	1	0.03%	New
1337	VCA Verdence Capital Advisors Hunt Valley, Maryland	$412K	+$16K	1	0.04%	Increased
1338	CCT Chemung Canal Trust Elmira, New York	$411K	-$32.1K	1	0.08%	Reduced
1339	AWM Ameliora Wealth Management Zurich, Switzerland	$410K	+$86.1K	1	0.2%	Increased
1340	SIG Sargent Investment Group Bethesda, Maryland	$409K	+$82.9K	1	0.09%	Increased
1341	AFT Alpha Family Trust Los Angeles, California	$408K	$0	1	0.28%	Maintained
1342	PD Planning Directions Glen Mills, Pennsylvania	$406K	$0	1	0.29%	Maintained
1343	SGK Steigerwald Gordon & Koch Leesburg, Virginia	$404K	-$65.5K	1	0.05%	Reduced
1344	WMA Wealth Management Associates Cherry Hill, New Jersey	$401K	-$39.8K	1	0.21%	Reduced
1345	INTECH Investment Management West Palm Beach, Florida	$400K	$0	1	0.01%	Maintained
1346	NFP NorthLanding Financial Partners Rochester, New York	$398K	$0	1	0.47%	Maintained
1347	GWM Gitterman Wealth Management Edison, New Jersey	$398K	+$361K	1	0.18%	New
1348	EDRIA Edmonds Duncan Registered Investment Advisors Lawrence, Kansas	$397K	-$80.2K	1	0.1%	Reduced
1349	GCM Greenland Capital Management New York	$396K	+$359K	1	0.04%	New
1350	GA Goldstein Advisors Madison, Wisconsin	$395K	-$1.6K	1	0.07%	Reduced