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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
551	Sigma Planning Corp Ann Arbor, Michigan	$303K	+$294K	1	0.02%	New
552	MC Moors & Cabot Boston, Massachusetts	$301K	+$73K	1	0.04%	Increased
553	SCM Stonebridge Capital Management Los Angeles, California	$289K	-$8.3K	1	0.1%	Reduced
554	ATC Argent Trust Co Nashville, Tennessee	$274K	+$273K	1	0.03%	New
555	Freestone Capital Holdings Seattle, Washington	$274K	+$265K	1	0%	New
556	TPWA TRUE Private Wealth Advisors Salem, Oregon	$272K	$0	1	0.04%	Maintained
557	CPP Crow Point Partners Boston, Massachusetts	$271K	+$263K	1	0.05%	New
558	BA Boston Advisors Boston, Massachusetts	$270K	$0	1	0.01%	Maintained
559	AA Apriem Advisors Irvine, California	$265K	$0	1	0.06%	Maintained
560	FineMark National Bank & Trust Fort Myers, Florida	$264K	-$11.4K	1	0.02%	Reduced
561	MFAM Motley Fool Asset Management Alexandria, Virginia	$263K	+$38.4K	1	0.03%	Increased
562	CAM Columbia Asset Management Ann Arbor, Michigan	$259K	$0	1	0.07%	Maintained
563	ETrade Capital Management Arlington, Virginia	$259K	-$1.31K	1	0.01%	Reduced
564	Inspire Investing Meridian, Idaho	$259K	+$252K	1	0.16%	New
565	VCM Violich Capital Management San Francisco, California	$255K	$0	1	0.06%	Maintained
566	TD Asset Management Toronto, Ontario, Canada	$253K	+$218	1	0%	Increased
567	BWM Brickley Wealth Management San Mateo, California	$251K	+$243K	1	0.12%	New
568	Simplicity Solutions Minneapolis, Minnesota	$251K	-$117K	1	0.01%	Reduced
569	FA FDx Advisors Chicago, Illinois	$249K	-$59.4K	1	0.01%	Reduced
570	Wedbush Securities Los Angeles, California	$249K	+$21.6K	1	0.03%	Increased
571	BM Brandywine Managers Hockessin, Delaware	$248K	$0	1	0.11%	Maintained
572	EMG Ellington Management Group Old Greenwich, Connecticut	$248K	+$240K	1	0.07%	New
573	WA WealthTrust Axiom Wayne, Pennsylvania	$247K	$0	1	0.08%	Maintained
574	IIC Integrated Investment Consultants Bloomfield Hills, Michigan	$240K	$0	1	0.12%	Maintained
575	RegentAtlantic Capital Morristown, New Jersey	$239K	+$232K	1	0.02%	New