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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	Carson Wealth (CWM LLC) Omaha, Nebraska	$54K	+$10.5K	1	0%	Increased
502	MCIA Mountain Capital Investment Advisors Westminster, Colorado	$46K	$0	1	0.04%	Maintained
503	SSB Sandy Spring Bank Olney, Maryland	$43K	$0	1	0%	Maintained
504	TCM TD Capital Management Memphis, Tennessee	$43K	+$41K	1	0.01%	New
505	RFA Reilly Financial Advisors La Mesa, California	$40K	+$3.42K	1	0.01%	Increased
506	ACM Aviance Capital Management Sarasota, Florida	$38K	+$36.1K	1	0%	New
507	Brown Brothers Harriman & Co New York	$38K	-$137K	1	0%	Reduced
508	NC NewSquare Capital Newtown Square, Pennsylvania	$38K	+$36.3K	1	0.01%	New
509	CCMW Cypress Capital Management (Wyoming) Sheridan, Wyoming	$36K	$0	1	0.04%	Maintained
510	NCM Nelson Capital Management Menlo Park, California	$36K	$0	1	0.01%	Maintained
511	TCOV Trust Company of Vermont Brattleboro, Vermont	$36K	-$1.09K	1	0%	Reduced
512	Valeo Financial Advisors Carmel, Indiana	$36K	+$34.2K	1	0.01%	New
513	Citizens Financial Group Providence, Rhode Island	$32K	-$8.34K	1	0%	Reduced
514	BCM Blume Capital Management Berkeley, California	$29K	$0	1	0.02%	Maintained
515	CAL Capital Advisors Ltd Shaker Heights, Ohio	$29K	$0	1	0.01%	Maintained
516	Covington Capital Management Los Angeles, California	$29K	+$27.3K	1	0%	New
517	EWM Edge Wealth Management New York	$29K	$0	1	0.01%	Maintained
518	Harel Insurance Investments & Financial Services Ramat Gan, Israel	$29K	-$13.7K	1	0%	Reduced
519	PAM Paradigm Asset Management New York	$28.8K	$0	1	0.01%	Maintained
520	CJA C-J Advisory San Jose, California	$27K	$0	1	0.02%	Maintained
521	RCG Ruggie Capital Group Tavares, Florida	$26K	$0	1	0.02%	Maintained
522	LJHT Laurie J. Hall Trustee	$25.9K	$0	1	0.02%	Maintained
523	P8IP Pier 88 Investment Partners San Francisco, California	$25K	-$184K	1	0.01%	Reduced
524	Quadrant Capital Group Cincinnati, Ohio	$24K	-$3.96K	1	0.01%	Reduced
525	CL CSS LLC Chicago, Illinois	$22K	+$21.3K	1	0%	New