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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
576	AF Advisornet Financial Minnetonka, Minnesota	$52K	$0	1	0.01%	Maintained
577	RA Rational Advisors Huntington, New York	$48K	+$43.8K	1	0.02%	New
578	Valeo Financial Advisors Carmel, Indiana	$48K	$0	1	0.01%	Maintained
579	FANJ Financial Architects (New Jersey) Marlton, New Jersey	$46K	+$667	1	0.01%	Increased
580	CA Crewe Advisors Salt Lake City, Utah	$45K	-$8.34K	1	0.04%	Reduced
581	CCMW Cypress Capital Management (Wyoming) Sheridan, Wyoming	$45K	$0	1	0.05%	Maintained
582	NCM Nelson Capital Management Menlo Park, California	$45K	$0	1	0.01%	Maintained
583	CI Global Investments Oakland, California	$42K	-$55.8M	1	0%	Reduced
584	Geneos Wealth Management Englewood, Colorado	$40K	$0	1	0%	Maintained
585	Cohen & Steers New York	$39K	+$35.7K	1	0%	New
586	Benjamin F. Edwards & Company St. Louis, Missouri	$38K	-$588K	1	0%	Reduced
587	PAM Paradigm Asset Management New York	$36.3K	$0	1	0.01%	Maintained
588	CAL Capital Advisors Ltd Shaker Heights, Ohio	$36K	$0	1	0.01%	Maintained
589	Covington Capital Management Los Angeles, California	$36K	$0	1	0%	Maintained
590	CJA C-J Advisory San Jose, California	$34K	$0	1	0.02%	Maintained
591	SCM Stumpf Capital Management Scottsdale, Arizona	$34K	$0	1	0.03%	Maintained
592	LJHT Laurie J. Hall Trustee	$33K	$0	1	0.02%	Maintained
593	Quadrant Capital Group Cincinnati, Ohio	$33K	+$2.33K	1	0.01%	Increased
594	SignatureFD Atlanta, Georgia	$33K	+$30.2K	1	0%	New
595	ARMC American Research & Management Company Marion, Massachusetts	$32K	$0	1	0.01%	Maintained
596	Citizens Financial Group Providence, Rhode Island	$32K	-$17K	1	0%	Reduced
597	RCG Ruggie Capital Group Tavares, Florida	$32K	$0	1	0.02%	Maintained
598	Avantax Planning Partners Dubuque, Iowa	$31K	+$28.7K	1	0%	New
599	WWMSC Wagner Wealth Management (South Carolina) Greenville, South Carolina	$31K	$0	1	0.02%	Maintained
600	NSIM North Star Investment Management Chicago, Illinois	$27K	+$25K	1	0%	New