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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
1401	OAJ Ogorek Anthony Joseph Williamsville, New York	$2.03M	-$320K	1	0.5%	Reduced
1402	KI Keystone Investors Singapore	$2.02M	+$1.36M	1	0.11%	New
1403	Robertson Stephens Wealth Management San Francisco, California	$2.02M	-$109K	1	0.05%	Reduced
1404	EWM Elmwood Wealth Management Berkeley, California	$2.02M	+$44.9K	1	0.5%	Increased
1405	FMN Financial Management Network Mission Viejo, California	$2.02M	+$8.93K	1	0.29%	Increased
1406	EFMH E Fund Management (HK) Central, Hong Kong	$2.01M	+$692K	1	0.67%	Increased
1407	SOAMC Spirit of America Management Corp Syosset, New York	$2.01M	$0	1	0.38%	Maintained
1408	Simplicity Wealth Summit, New Jersey	$2.01M	+$825K	1	0.07%	Increased
1409	TWA Tandem Wealth Advisors Phoenix, Arizona	$2.01M	+$38.9K	1	0.8%	Increased
1410	WIM Westside Investment Management Santa Monica, California	$2M	+$18.1K	2	0.26%	Increased
1411	STP Science & Technology Partners New York	$1.98M	+$1.33M	1	0.33%	New
1412	CFD Creative Financial Designs Kokomo, Indiana	$1.98M	+$74.6K	1	0.09%	Increased
1413	BWA Blodgett Wealth Advisors Concord, California	$1.98M	-$22.9K	1	1.33%	Reduced
1414	TI TrueMark Investments Chicago, Illinois	$1.98M	+$161K	1	0.25%	Increased
1415	EAN Excelsior Advisor Network Denver, Colorado	$1.98M	+$569K	1	0.26%	Increased
1416	CT Chicago Trust Grayslake, Illinois	$1.98M	+$123K	1	0.29%	Increased
1417	CCM Crew Capital Management Cincinnati, Ohio	$1.97M	+$1.32M	1	1.08%	New
1418	AMM American Money Management Rancho Santa Fe, California	$1.97M	-$12.4K	1	0.28%	Reduced
1419	HNB Hilltop National Bank Casper, Wyoming	$1.96M	+$17.9K	1	0.42%	Increased
1420	RIA Rhodes Investment Advisors Fort Worth, Texas	$1.96M	-$34.3K	1	1.44%	Reduced
1421	PL Polianta Ltd St Helier, Jersey	$1.95M	+$1.81M	1	0.24%	New
1422	FA Fiduciary Alliance Greenville, South Carolina	$1.94M	+$20.1K	1	0.13%	Increased
1423	DWG Darden Wealth Group Ann Arbor, Michigan	$1.94M	+$13.7K	1	0.77%	Increased
1424	GJWM Gilliland Jeter Wealth Management Little Rock, Arkansas	$1.93M	$0	1	0.51%	Maintained
1425	MWM MFG Wealth Management Indianapolis, Indiana	$1.93M	+$1.3M	1	1.38%	New