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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	KTC Kistler-Tiffany Companies Berwyn, Pennsylvania	$72K	$0	1	0.03%	Maintained
527	RPC Rossmore Private Capital Glastonbury, Connecticut	$71.5K	+$72K	1	0.07%	New
528	SSB Sandy Spring Bank Olney, Maryland	$69K	+$25.5K	1	0.01%	Increased
529	APA American Portfolios Advisors Holbrook, New York	$67.5K	+$68K	1	0.01%	New
530	GBT Grove Bank & Trust Miami, Florida	$67K	-$2.63K	1	0.03%	Reduced
531	MGO One Seven Beachwood, Ohio	$62K	+$62.8K	1	0.03%	New
532	SIAS Shine Investment Advisory Services Lone Tree, Colorado	$62K	$0	1	0.03%	Maintained
533	PMFA Plante Moran Financial Advisors Southfield, Michigan	$60K	$0	1	0.03%	Maintained
534	ACM AUA Capital Management Camp Hill, Pennsylvania	$58K	$0	1	0.05%	Maintained
535	HCM Highlander Capital Management Short Hills, New Jersey	$58K	$0	1	0.04%	Maintained
536	AC Avestar Capital New York	$55K	+$70.9K	1	0.04%	New
537	AssetMark Inc Concord, California	$53K	-$11.2K	1	0%	Reduced
538	Sumitomo Mitsui Financial Group Tokyo, Japan	$53K	+$48K	1	0.01%	Increased
539	Carson Wealth (CWM LLC) Omaha, Nebraska	$47K	-$8.03K	1	0%	Reduced
540	TCOV Trust Company of Vermont Brattleboro, Vermont	$47K	+$10.7K	1	0%	Increased
541	CA Crewe Advisors Salt Lake City, Utah	$43K	+$43.8K	1	0.04%	New
542	TFA Toth Financial Advisory Leesburg, Virginia	$43K	+$43.8K	1	0.01%	New
543	AF Advisornet Financial Minnetonka, Minnesota	$42K	+$42K	1	0.01%	New
544	Brown Brothers Harriman & Co New York	$42K	+$3.94K	1	0%	Increased
545	First Horizon Advisors Memphis, Tennessee	$42K	+$27K	1	0%	Increased
546	Citizens Financial Group Providence, Rhode Island	$41K	+$8.9K	1	0%	Increased
547	ACM Aviance Capital Management Sarasota, Florida	$40K	+$2.04K	1	0%	Increased
548	NC NewSquare Capital Newtown Square, Pennsylvania	$39K	$0	1	0.01%	Maintained
549	Valeo Financial Advisors Carmel, Indiana	$38K	+$2.04K	1	0.01%	Increased
550	CCMW Cypress Capital Management (Wyoming) Sheridan, Wyoming	$36K	$0	1	0.04%	Maintained