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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
1576	IF Intrua Financial Houston, Texas	$255K	+$284K	1	0.04%	New
1577	PMG ProVise Management Group Clearwater, Florida	$253K	-$18K	1	0.02%	Reduced
1578	Loomis, Sayles & Company Boston, Massachusetts	$253K	-$20.5K	1	0%	Reduced
1579	KCM Kathmere Capital Management Wayne, Pennsylvania	$253K	+$5.68K	1	0.03%	Increased
1580	Pine Valley Investments Marlton, New Jersey	$253K	+$280K	1	0.02%	New
1581	MHWM Montz Harcus Wealth Management New Orleans, Louisiana	$252K	+$5.68K	1	0.17%	Increased
1582	ACGA Atlanta Consulting Group Advisors Atlanta, Georgia	$251K	+$279K	1	0.09%	New
1583	C Covestor London, United Kingdom	$250K	+$52.4K	1	0.16%	Increased
1584	LJHT Laurie J. Hall Trustee	$250K	$0	1	0.09%	Maintained
1585	BC Bridgefront Capital Austin, Texas	$248K	+$276K	1	0.19%	New
1586	EWM Elmwood Wealth Management Berkeley, California	$247K	+$53.6K	1	0.11%	Increased
1587	EP Edgestream Partners Princeton, New Jersey	$247K	-$1.5M	1	0.01%	Reduced
1588	BWA Bordeaux Wealth Advisors Menlo Park, California	$246K	-$30.9K	1	0.08%	Reduced
1589	PCG Prosperity Consulting Group Owings Mills, Maryland	$246K	+$274K	1	0.03%	New
1590	TD Private Client Wealth New York	$242K	+$12.9K	1	0.01%	Increased
1591	Palisade Capital Management Fort Lee, New Jersey	$242K	+$268K	1	0.01%	New
1592	AF Apexium Financial Dallas, Texas	$241K	+$268K	1	0.02%	New
1593	DWM Drive Wealth Management Lehi, Utah	$240K	+$19.9K	1	0.07%	Increased
1594	SL Stevard LLC Chicago, Illinois	$240K	+$38.8K	1	0.22%	Increased
1595	WGAM Wilkinson Global Asset Management New York	$240K	$0	1	0.02%	Maintained
1596	AC Abbrea Capital Greenbrae, California	$239K	+$14.5K	1	0.03%	Increased
1597	CA Cambridge Advisors Omaha, Nebraska	$238K	+$47.3K	1	0.06%	Increased
1598	Capital Advisors Inc Tulsa, Oklahoma	$237K	+$6.94K	1	0.01%	Increased
1599	Sax Wealth Advisors Parsippany, New Jersey	$237K	-$103K	1	0.03%	Reduced
1600	IW Imprint Wealth Mount Pleasant, South Carolina	$236K	+$266K	1	0.06%	New