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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
2276	SIG Spinnaker Investment Group Newport Beach, California	$391K	+$262K	1	0.06%	New
2277	FA Fiducient Advisors Chicago, Illinois	$390K	-$32K	1	0.06%	Reduced
2278	Inspire Investing Meridian, Idaho	$389K	+$362K	1	0.02%	New
2279	CG CFO4Life Group Coppell, Texas	$387K	+$260K	1	0.05%	New
2280	IAA Ironsides Asset Advisors Rocky Mount, North Carolina	$387K	+$260K	1	0.09%	New
2281	SAM Sequent Asset Management Houston, Texas	$387K	+$260K	1	0.16%	New
2282	E Evansbrook Bolingbrook, Illinois	$386K	+$259K	1	0.23%	New
2283	SP Stonebrook Private Northville, Michigan	$386K	+$259K	1	0.07%	New
2284	Haverford Trust Company Radnor, Pennsylvania	$385K	+$259K	1	0%	New
2285	KWMG King Wealth Management Group Naples, Florida	$385K	-$114K	1	0.04%	Reduced
2286	IIL Insight Inv LLC El Segundo, California	$385K	+$258K	1	0.18%	New
2287	CSC Caldwell Sutter Capital Sausalito, California	$384K	+$33.9K	1	0.14%	Increased
2288	RIS Richmond Investment Services Mequon, Wisconsin	$382K	-$342K	1	0.12%	Reduced
2289	RMCM Reynders McVeigh Capital Management Boston, Massachusetts	$382K	+$256K	1	0.02%	New
2290	PIA Prakash Investment Advisors Andover, Massachusetts	$382K	+$256K	1	0.22%	New
2291	IAS Integrity Advisory Solutions Dallas, Texas	$382K	+$256K	1	0.04%	New
2292	Destination Wealth Management Walnut Creek, California	$381K	+$256K	1	0.01%	New
2293	SGFG Silver Grove Financial Group Orchard Park, New York	$381K	+$106K	2	0.21%	Increased
2294	JPLA Joseph P. Lucia & Associates Yorktown Heights, New York	$380K	+$255K	1	0.11%	New
2295	FWM Foguth Wealth Management Brighton, Michigan	$380K	+$9.38K	1	0.04%	Increased
2296	Prana Capital Management Greenwich, Connecticut	$378K	+$254K	1	0.01%	New
2297	CA Chatterton & Associates Anaheim, California	$378K	+$255K	1	0.22%	New
2298	5NPW 55 North Private Wealth Winter Park, Florida	$377K	-$168K	1	0.07%	Reduced
2299	PFW Petros Family Wealth Bloomington, Minnesota	$376K	+$252K	1	0.23%	New
2300	CWM Concentrum Wealth Management San Jose, California	$376K	-$52.9K	1	0.09%	Reduced