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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
2076	VIA Victrix Investment Advisors Stuart, Florida	$530K	-$10.3K	1	0.22%	Reduced
2077	Donaldson Capital Management Evansville, Indiana	$530K	+$355K	1	0.02%	New
2078	ABLA Alan B. Lancz & Associates Toledo, Ohio	$529K	$0	1	0.46%	Maintained
2079	BSC Brown Shipley & Co London, United Kingdom	$529K	-$11.4K	1	0.27%	Reduced
2080	EPW Evolve Private Wealth Los Angeles, California	$526K	-$1.33M	1	0.03%	Reduced
2081	Foster Group West Des Moines, Iowa	$526K	+$353K	1	0.01%	New
2082	Gabelli Funds Rye, New York	$525K	-$44.6K	1	0%	Reduced
2083	NHT New Hampshire Trust Concord, New Hampshire	$525K	+$8.93K	1	0.1%	Increased
2084	TSMHT Thurston Springer Miller Herd & Titak Indianapolis, Indiana	$525K	+$247K	1	0.19%	Increased
2085	TCTC Holdings Dallas, Texas	$524K	+$13.7K	1	0.01%	Increased
2086	1W 1776 Wealth Atlanta, Georgia	$522K	$0	1	0.18%	Maintained
2087	ESC Eurizon SLJ Capital London,	$521K	$0	1	0.19%	Maintained
2088	ST Spinnaker Trust Portland, Maine	$519K	$0	1	0.03%	Maintained
2089	CPA Capital Performance Advisors Walnut Creek, California	$518K	+$18.8K	1	0.03%	Increased
2090	SFG Sather Financial Group Victoria, Texas	$518K	$0	1	0.03%	Maintained
2091	OWA Opal Wealth Advisors Jericho, New York	$517K	-$46.7K	1	0.11%	Reduced
2092	RWA Rooted Wealth Advisors Bourbonnais, Illinois	$516K	-$92K	1	0.13%	Reduced
2093	GS GWN Securities Palm Beach Gardens, Florida	$516K	-$22.4K	1	0.09%	Reduced
2094	CCA Conservest Capital Advisors Wynnewood, Pennsylvania	$515K	-$5.72K	1	0.04%	Reduced
2095	FDW Fourth Dimension Wealth Middleburg Heights, Ohio	$515K	+$208K	1	0.16%	Increased
2096	SIA Sovereign Investment Advisors Phoenix, Arizona	$514K	+$28.6K	1	0.1%	Increased
2097	NA Nautilus Advisors La Jolla, California	$513K	+$16K	1	0.3%	Increased
2098	DWA Dorsey Wright & Associates Pasadena, California	$513K	$0	1	0.09%	Maintained
2099	AMPWP Alvarez & Marsal Private Wealth Partners West Palm Beach, Florida	$512K	-$298K	1	0.07%	Reduced
2100	OA Operose Advisors Milwaukee, Wisconsin	$512K	-$3.21K	1	0.1%	Reduced