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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
501	BCM Blume Capital Management Berkeley, California	$23K	$0	1	0.01%	Maintained
502	CAL Capital Advisors Ltd Shaker Heights, Ohio	$23K	$0	1	0.01%	Maintained
503	EWM Edge Wealth Management New York	$23K	+$26.8K	1	0.01%	New
504	CJA C-J Advisory San Jose, California	$21K	+$4.7K	1	0.02%	Increased
505	IHT Wealth Management Chicago, Illinois	$21K	+$3.35K	1	0.01%	Increased
506	MWM Mascoma Wealth Management Hanover, New Hampshire	$21K	$0	1	0.02%	Maintained
507	RCG Ruggie Capital Group Tavares, Florida	$20K	+$23.7K	1	0.01%	New
508	LJHT Laurie J. Hall Trustee	$19.4K	+$24.1K	1	0.01%	New
509	IPC Independent Portfolio Consultants Boca Raton, Florida	$18K	+$21.3K	1	0.01%	New
510	Whittier Trust South Pasadena, California	$17K	+$19.7K	1	0%	New
511	SIM Sonora Investment Management Tucson, Arizona	$16.5K	$0	1	0%	Maintained
512	BAM Barrett Asset Management New York	$16K	$0	1	0%	Maintained
513	Quadrant Capital Group Cincinnati, Ohio	$13K	+$2.55K	1	0.01%	Increased
514	RFWA RPg Family Wealth Advisory Burlington, Massachusetts	$11.5K	+$13.7K	1	0.01%	New
515	Citizens Financial Group Providence, Rhode Island	$11K	+$12.6K	1	0%	New
516	CL CSS LLC Chicago, Illinois	$11K	+$13.5K	1	0%	New
517	Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts	$11K	+$13.4K	1	0%	New
518	MWM MinichMacGregor Wealth Management Saratoga Springs, New York	$11K	-$402	1	0.01%	Reduced
519	MUFG Americas New York	$11K	-$6.71K	1	0%	Reduced
520	WOC West Oak Capital Westlake Village, California	$10K	+$11.9K	1	0.01%	New
521	SBL Sargent Bickham Lagudis Boulder, Colorado	$10K	-$24.1K	1	0%	Reduced
522	Pathstone Family Office Englewood, New Jersey	$9K	+$11.9K	1	0.01%	New
523	BTIS BB&T Investment Services Charlotte, North Carolina	$8K	+$7.91K	1	0%	New
524	PFGIA Patriot Financial Group Insurance Agency Westborough, Massachusetts	$8K	+$7.38K	1	0.01%	Increased
525	PCP Proficio Capital Partners Newton, Massachusetts	$8K	-$71.9K	1	0%	Reduced