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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	HM Payson & Co Portland, Maine	$1.25M	+$4.27K	1	0.03%	Increased
502	Raymond James Trust St. Petersburg, Florida	$1.25M	+$141K	1	0.04%	Increased
503	RMC Resources Management Corp West Hartford, Connecticut	$1.23M	+$17.1K	1	0.17%	Increased
504	HJMC Hellman Jordan Management Company Quincy, Massachusetts	$1.22M	+$355K	1	2.17%	Increased
505	FIM Freedom Investment Management Hartford, Connecticut	$1.22M	-$19.2K	1	0.09%	Reduced
506	1CP 17 Capital Partners Pheonix, Arizona	$1.22M	+$1.16M	1	1.13%	New
507	O'Shaughnessy Asset Management Stamford, Connecticut	$1.21M	+$138K	1	0.02%	Increased
508	DLG Daniel L. Goodwin	$1.17M	+$232K	1	0.56%	Increased
509	ZB Zions Bancorporation Salt Lake City, Utah	$1.17M	+$133K	1	0.12%	Increased
510	Vestmark Advisory Solutions Wakefield, Massachusetts	$1.17M	-$42.7K	1	0.08%	Reduced
511	VCM Virtue Capital Management Brentwood, Tennessee	$1.16M	+$65.4K	1	0.23%	Increased
512	Parallel Advisors San Francisco, California	$1.15M	-$13.5K	1	0.05%	Reduced
513	Private Advisor Group Morristown, New Jersey	$1.15M	+$57.2K	1	0.01%	Increased
514	AAM Ascension Asset Management New York	$1.15M	-$8.89K	1	0.75%	Reduced
515	CRWM Castle Rock Wealth Management Walnut Creek, California	$1.14M	+$40.2K	1	0.42%	Increased
516	Ashton Thomas Private Wealth Scottsdale, Arizona	$1.14M	+$64K	1	0.17%	Increased
517	BFS Bard Financial Services Branford, Connecticut	$1.13M	+$26.7K	1	0.1%	Increased
518	BBCM Boardman Bay Capital Management New York	$1.13M	-$2.47M	1	1.78%	Reduced
519	AFAS Acorn Financial Advisory Services Reston, Virginia	$1.12M	+$19.9K	1	0.33%	Increased
520	Simplex Trading Chicago, Illinois	$1.12M	+$1.04M	1	0%	Increased
521	LJAC L.J. Altfest & Co New York	$1.11M	+$234K	1	0.24%	Increased
522	HT Heritage Trust Oklahoma City, Oklahoma	$1.1M	+$156K	1	0.16%	Increased
523	Welch & Forbes Boston, Massachusetts	$1.09M	+$267K	1	0.02%	Increased
524	WC Westhampton Capital Winston-Salem, North Carolina	$1.07M	+$55.1K	1	0.69%	Increased
525	CAC Certified Advisory Corp Altamonte Springs, Florida	$1.07M	+$59.4K	1	0.27%	Increased