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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
1426	SWA Sutton Wealth Advisors Tampa, Florida	$179K	+$4.73K	1	0.09%	Increased
1427	MFT Moisand Fitzgerald Tamayo Orlando, Florida	$178K	$0	1	0.04%	Maintained
1428	Thompson Siegel & Walmsley Richmond, Virginia	$176K	$0	1	0%	Maintained
1429	TD Private Client Wealth New York	$176K	+$19.9K	1	0.01%	Increased
1430	TCM Tradewinds Capital Management Bellingham, Washington	$176K	-$4.73K	1	0.06%	Reduced
1431	PWA Provenance Wealth Advisors Fort Lauderdale, Florida	$175K	+$176K	1	0.03%	New
1432	TCTC Holdings Dallas, Texas	$173K	$0	1	0.01%	Maintained
1433	Blue Trust Inc Alpharetta, Georgia	$170K	+$81.7K	1	0%	Increased
1434	TC Truvestments Capital Sarasota, Florida	$167K	+$9.23K	1	0.09%	Increased
1435	BSC Brown Shipley & Co London, United Kingdom	$165K	+$3.55K	1	0.09%	Increased
1436	BCM Blume Capital Management Berkeley, California	$164K	$0	1	0.05%	Maintained
1437	HB Horizon Bancorp Michigan City, Indiana	$164K	+$60.8K	1	0.11%	Increased
1438	PP PrairieView Partners St. Paul, Minnesota	$164K	$0	1	0.02%	Maintained
1439	GC Garde Capital Seattle, Washington	$160K	+$3.55K	1	0.01%	Increased
1440	WIM Westside Investment Management Santa Monica, California	$146K	$0	1	0.04%	Maintained
1441	EWP Elevation Wealth Partners Santa Rosa, California	$145K	$0	1	0.13%	Maintained
1442	C Covestor London, United Kingdom	$144K	+$22.5K	1	0.11%	Increased
1443	NIMI Natixis Investment Managers International Paris, France	$140K	-$70.5K	1	0.01%	Reduced
1444	SWA SOA Wealth Advisors New York	$139K	-$10.7K	1	0.03%	Reduced
1445	SouthState Corp Winter Haven, Florida	$139K	+$24.9K	1	0.01%	Increased
1446	HFM Hartford Financial Management Hartford, Connecticut	$131K	$0	1	0.03%	Maintained
1447	BWP Baldwin Wealth Partners Marion, Massachusetts	$131K	-$241K	1	0.01%	Reduced
1448	AWM Atticus Wealth Management Palm Beach Gardens, Florida	$129K	+$130K	1	0.05%	New
1449	ITIM Indiana Trust & Investment Management Mishawaka, Indiana	$125K	+$127K	1	0.06%	New
1450	PB Pinnacle Bancorp Beatrice, Nebraska	$124K	$0	1	0.04%	Maintained