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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
1876	CNBTD Citizens National Bank Trust Department Meridian, Mississippi	$750K	$0	1	0.11%	Maintained
1877	PWP Ponta Wealth Partners Winter Park, Florida	$750K	+$503K	1	0.4%	New
1878	Clark Capital Management Group Philadelphia, Pennsylvania	$749K	-$57K	1	0%	Reduced
1879	TFA Teamwork Financial Advisors San Antonio, Texas	$748K	-$2.6M	1	0.07%	Reduced
1880	PWA Phoenix Wealth Advisors Chapel Hill, North Carolina	$747K	$0	1	0.25%	Maintained
1881	MEAC M.E. Allison & Co San Antonio, Texas	$745K	$0	1	0.43%	Maintained
1882	CFP Cascade Financial Partners San Diego, California	$744K	+$13K	1	0.06%	Increased
1883	HFW Horizon Family Wealth Chicago, Illinois	$744K	+$38.5K	1	0.34%	Increased
1884	IPW Invictus Private Wealth Denver, Colorado	$744K	+$7.55K	1	0.04%	Increased
1885	RRA Round Rock Advisors Wilton, Connecticut	$744K	$0	1	0.1%	Maintained
1886	SEP Signature Equity Partners Columbus, Ohio	$743K	+$58.4K	2	0.34%	Increased
1887	AGP Autumn Glory Partners Dallas, Texas	$742K	-$242K	1	0.21%	Reduced
1888	GWM GSB Wealth Management Guilford, Connecticut	$742K	+$63.4K	1	0.15%	Increased
1889	FRA Front Row Advisors Tiburon, California	$739K	+$163K	1	0.21%	Increased
1890	SWM SHP Wealth Management Plymouth, Massachusetts	$738K	+$275K	1	0.05%	Increased
1891	AMG National Trust Bank Greenwood Village, Colorado	$737K	-$12.8K	1	0.02%	Reduced
1892	HAIM Hunter Associates Investment Management Pittsburgh, Pennsylvania	$735K	+$80.8K	1	0.08%	Increased
1893	MIM Merrion Investment Management Cranford, New Jersey	$735K	$0	1	0.35%	Maintained
1894	Boston Trust Walden Boston, Massachusetts	$734K	+$2.29K	1	0.01%	Increased
1895	PD Planning Directions Glen Mills, Pennsylvania	$733K	$0	1	0.34%	Maintained
1896	MCF Advisors Covington, Kentucky	$733K	+$61.3K	1	0.03%	Increased
1897	PAG Private Advisory Group Redmond, Washington	$730K	+$66.2K	1	0.04%	Increased
1898	NPA Nichols & Pratt Advisers Boston, Massachusetts	$726K	+$18.3K	1	0.04%	Increased
1899	TC Trilogy Capital Irvine, California	$725K	+$8.47K	1	0.03%	Increased
1900	ZIG Zullo Investment Group Scranton, Pennsylvania	$723K	+$5.26K	1	0.25%	Increased