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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
1626	HFW Horizon Family Wealth Chicago, Illinois	$221K	-$532K	1	0.17%	Reduced
1627	CAM Claret Asset Management Montreal, Quebec, Canada	$219K	-$13.6K	1	0.04%	Reduced
1628	Bartlett & Co Wealth Management Cincinnati, Ohio	$218K	-$31.5K	1	0%	Reduced
1629	MWM Mosley Wealth Management Anaheim, California	$218K	+$6.94K	1	0.2%	Increased
1630	MFT Moisand Fitzgerald Tamayo Orlando, Florida	$217K	+$1.58K	1	0.03%	Increased
1631	EAM Evanson Asset Management Carmel, California	$217K	+$241K	1	0.02%	New
1632	RAM Roanoke Asset Management Jersey City, New Jersey	$217K	$0	1	0.07%	Maintained
1633	SOS Silver Oak Securities Jackson, Tennessee	$215K	-$1.44M	1	0.03%	Reduced
1634	VFA Voya Financial Advisors Windsor, Connecticut	$215K	+$240K	1	0.02%	New
1635	WF Wayfinding Financial Lynnwood, Washington	$215K	+$224K	1	0.13%	New
1636	PFGIA Patriot Financial Group Insurance Agency Westborough, Massachusetts	$215K	+$238K	1	0.03%	New
1637	FWP FAS Wealth Partners Leawood, Kansas	$214K	+$15.5K	1	0.02%	Increased
1638	PWM PBMares Wealth Management Williamsburg, Virginia	$214K	+$5.05K	1	0.06%	Increased
1639	VCG Vantage Consulting Group Virginia Beach, Virginia	$214K	+$18.3K	1	0.14%	Increased
1640	SMA Seven Mile Advisory Ewing, New Jersey	$213K	+$9.15K	1	0.16%	Increased
1641	CSI Cross Staff Investments Pittsford, New York	$213K	$0	1	0.18%	Maintained
1642	LI Lafayette Investments Ashton, Maryland	$213K	+$237K	1	0.05%	New
1643	Thompson Siegel & Walmsley Richmond, Virginia	$213K	$0	1	0%	Maintained
1644	OIM Oder Investment Management Woodland Hills, California	$213K	-$12.6K	1	0.2%	Reduced
1645	Gabelli Funds Rye, New York	$212K	-$10.7M	1	0%	Reduced
1646	CB Cadence Bank Tupelo, Mississippi	$211K	-$7.26K	1	0.02%	Reduced
1647	AAM Aureus Asset Management Boston, Massachusetts	$210K	-$30.6K	1	0.01%	Reduced
1648	TCTC Holdings Dallas, Texas	$210K	$0	1	0.01%	Maintained
1649	FFL Future Fund LLC Chicago, Illinois	$209K	+$233K	1	1.7%	New
1650	GCM Greenland Capital Management New York	$209K	-$191K	1	0.02%	Reduced