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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
401	D.A. Davidson & Co Great Falls, Montana	$105K	-$32.2K	1	0%	Reduced
402	SC Searle & Co Greenwich, Connecticut	$102K	$0	1	0.09%	Maintained
403	First Horizon Advisors Memphis, Tennessee	$90K	-$58.6K	1	0.01%	Reduced
404	RIA Regal Investment Advisors Kentwood, Michigan	$81K	+$74.3K	1	0.02%	New
405	Brown Brothers Harriman & Co New York	$75K	$0	1	0%	Maintained
406	FM Forward Management San Francisco, California	$73K	-$403K	1	0%	Reduced
407	MAM Mizuho Asset Management Tokyo, Japan	$66K	+$23.9K	1	0.02%	Increased
408	AIC Ayalon Insurance Company Ramat Gan, Israel	$58K	+$53.7K	1	0.04%	New
409	BCM Blume Capital Management Berkeley, California	$58K	+$53.7K	1	0.04%	New
410	SSB Sandy Spring Bank Olney, Maryland	$53K	+$40.3K	1	0.01%	Increased
411	PI Panthera Investment Frankfurt, Germany	$48K	+$44.2K	1	0.01%	New
412	CFA Camarda Financial Advisors Fleming Island, Florida	$46K	+$13.4K	1	0.03%	Increased
413	TF Tompkins Financial Ithaca, New York	$46K	-$15.4K	1	0.01%	Reduced
414	CYG Clean Yield Group Norwich, Vermont	$45K	+$41.4K	1	0.02%	New
415	PMFA Plante Moran Financial Advisors Southfield, Michigan	$45K	+$41.4K	1	0.03%	New
416	PCM Parsons Capital Management Providence, Rhode Island	$37K	+$33.6K	1	0.01%	New
417	Shinko Asset Management Company Tokyo, Japan	$31K	-$11.7K	1	0%	Reduced
418	FANJ Financial Architects (New Jersey) Marlton, New Jersey	$29K	$0	1	0.01%	Maintained
419	FineMark National Bank & Trust Fort Myers, Florida	$29K	+$26.9K	1	0%	New
420	MSI Financial Services Springfield, Massachusetts	$29K	$0	1	0%	Maintained
421	WA WFG Advisors Dallas, Texas	$29K	+$26.9K	1	0.01%	New
422	TCOV Trust Company of Vermont Brattleboro, Vermont	$28K	$0	1	0%	Maintained
423	UFA US Financial Advisors Braintree, Massachusetts	$23K	+$21.5K	1	0.02%	New
424	BKA Brick & Kyle Associates Newtown, Pennsylvania	$22K	$0	1	0.02%	Maintained
425	PSI Pinnacle Summer Investments Fairfax, Virginia	$22K	$0	1	0%	Maintained