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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
526	Shinko Asset Management Company Tokyo, Japan	$38K	$0	1	0%	Maintained
527	BCM Blume Capital Management Berkeley, California	$35K	$0	1	0.02%	Maintained
528	LWM LBA Wealth Management Jacksonville, Florida	$35K	$0	1	0.02%	Maintained
529	Allworth Financial Folsom, California	$31K	$0	1	0.01%	Maintained
530	SAM Solaris Asset Management New York	$31K	+$30.3K	1	0.02%	New
531	FineMark National Bank & Trust Fort Myers, Florida	$28K	-$63.2K	1	0%	Reduced
532	UFA US Financial Advisors Braintree, Massachusetts	$28K	$0	1	0.03%	Maintained
533	Pacer Advisors Malvern, Pennsylvania	$26K	+$26K	1	0.01%	New
534	Mutual of America Capital Management New York	$24K	+$6.06K	1	0%	Increased
535	Northwestern Mutual Wealth Management Milwaukee, Wisconsin	$24K	+$23.9K	1	0%	New
536	EDRE Edmond de Rothschild (Europe) Luxembourg	$18K	+$17.3K	1	0.01%	New
537	WA WFG Advisors Dallas, Texas	$18K	-$17.3K	1	0.01%	Reduced
538	AFP Ausdal Financial Partners Davenport, Iowa	$17K	+$16.6K	1	0.01%	New
539	HA Harfst & Associates Sheridan, Wyoming	$17K	+$17.3K	1	0.01%	New
540	MFW Mosaic Family Wealth St. Louis, Missouri	$17K	+$17.3K	1	0.01%	New
541	ADL Asset Dedication LLC San Francisco, California	$16K	+$15.6K	1	0.01%	New
542	MWM MinichMacGregor Wealth Management Saratoga Springs, New York	$15K	+$16.3K	1	0.01%	New
543	SIG Stanford Investment Group Mountain View, California	$13K	-$5.02K	1	0.01%	Reduced
544	FAM Formidable Asset Management Cincinnati, Ohio	$12K	$0	1	0.01%	Maintained
545	FWM Focused Wealth Management Newburgh, New York	$11K	$0	1	0.01%	Maintained
546	SEC Seven Eight Capital New York	$11K	+$10.6K	1	0.01%	New
547	MassMutual Private Wealth & Trust Windsor, Connecticut	$10K	+$9.87K	1	0%	New
548	Acadian Asset Management Boston, Massachusetts	$8K	$0	1	0%	Maintained
549	AIA Allegis Investment Advisors Idaho Falls, Idaho	$8K	+$7.44K	1	0%	New
550	ATC Adirondack Trust Company Saratoga Springs, New York	$6K	+$3.46K	1	0%	Increased