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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
1526	FI Finivi Inc Westborough, Massachusetts	$252K	+$228K	1	0.25%	New
1527	RWPA Richard W. Paul & Associates Novi, Michigan	$251K	+$227K	1	0.11%	New
1528	RGC Roberts, Glore & Co Deerfield, Illinois	$251K	+$227K	1	0.08%	New
1529	SWA SFMG Wealth Advisors Plano, Texas	$251K	-$7.22K	1	0.02%	Reduced
1530	EA Ellsworth Advisors Hudson, Ohio	$250K	$0	1	0.08%	Maintained
1531	WGAM Wilkinson Global Asset Management New York	$249K	+$226K	1	0.02%	New
1532	CWM Concentrum Wealth Management San Jose, California	$249K	+$225K	1	0.13%	New
1533	KFGK Keystone Financial Group (Kentucky) Lexington, Kentucky	$248K	-$11.2K	1	0.04%	Reduced
1534	BOM Bank of Marin Novato, California	$248K	-$34.2K	1	0.22%	Reduced
1535	AAM Aureus Asset Management Boston, Massachusetts	$247K	-$26.7K	1	0.02%	Reduced
1536	AQR Arbitrage Greenwich, Connecticut	$246K	+$223K	1	0.01%	New
1537	HFP Holistic Financial Partners Indianapolis, Indiana	$246K	+$223K	1	0.15%	New
1538	FAM Formidable Asset Management Cincinnati, Ohio	$242K	+$220K	1	0.05%	New
1539	OL OneFund LLC Saint Petersburg, Florida	$242K	+$220K	1	0.31%	New
1540	CAM Claret Asset Management Montreal, Quebec, Canada	$240K	+$218K	1	0.04%	New
1541	PP PDS Planning Dublin, Ohio	$240K	+$217K	1	0.03%	New
1542	Capital Advisors Inc Tulsa, Oklahoma	$240K	-$22.7K	1	0.01%	Reduced
1543	MAG MRA Advisory Group Parsippany, New Jersey	$239K	+$217K	1	0.16%	New
1544	TD Private Client Wealth New York	$239K	+$15.8K	1	0.01%	Increased
1545	AP Adero Partners Pleasanton, California	$238K	+$216K	1	0.02%	New
1546	GC Garde Capital Seattle, Washington	$236K	+$31.6K	1	0.02%	Increased
1547	AWM AllSquare Wealth Management Albany, New York	$236K	$0	1	0.14%	Maintained
1548	IP Intellectus Partners San Francisco, California	$236K	-$26.7K	1	0.07%	Reduced
1549	HBW Hazlett, Burt & Watson Wheeling, West Virginia	$235K	+$5.62K	1	0.16%	Increased
1550	AC Abbrea Capital Greenbrae, California	$234K	+$213K	1	0.03%	New