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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
601	Whittier Trust South Pasadena, California	$27K	$0	1	0%	Maintained
602	SIM Sonora Investment Management Tucson, Arizona	$26.5K	$0	1	0%	Maintained
603	CFA Carroll Financial Associates Charlotte, North Carolina	$26K	$0	1	0%	Maintained
604	IFAM Institutional & Family Asset Management Fort Collins, Colorado	$26K	+$24.2K	1	0.01%	New
605	BWA BDO Wealth Advisors Jacksonville, Florida	$25K	+$23.3K	1	0.01%	New
606	Moneta Group Investment Advisors St Louis, Missouri	$25K	$0	1	0%	Maintained
607	PCP Proficio Capital Partners Newton, Massachusetts	$25K	$0	1	0.01%	Maintained
608	BAM Barrett Asset Management New York	$24K	$0	1	0%	Maintained
609	FCAG First Capital Advisors Group Little Silver, New Jersey	$24K	+$22.3K	1	0.01%	New
610	CB Community Bank Dewitt, New York	$22K	$0	1	0%	Maintained
611	MFT Moisand Fitzgerald Tamayo Orlando, Florida	$22K	$0	1	0.01%	Maintained
612	Wealthspire Advisors (Maryland) Potomac, Maryland	$22K	+$500	1	0%	Increased
613	AIS AlphaOne Investment Services West Chester, Pennsylvania	$20K	+$18.3K	1	0.01%	New
614	BCA Bray Capital Advisors Naples, Florida	$19K	+$17.5K	1	0.01%	New
615	Mount Yale Investment Advisors Denver, Colorado	$19K	+$17.3K	1	0%	New
616	BRC Bell Rock Capital Rehoboth Beach, Delaware	$18K	+$16.7K	1	0.01%	New
617	TA Townsend & Associates Westminster, Colorado	$18K	$0	1	0.01%	Maintained
618	WCM Whitener Capital Management Rocky Mount, North Carolina	$18K	+$16.7K	1	0.01%	New
619	SBL Sargent Bickham Lagudis Boulder, Colorado	$16K	$0	1	0%	Maintained
620	WCM Wealthcare Capital Management Richmond, Virginia	$14K	$0	1	0%	Maintained
621	HI Hudock Inc Williamsport, Pennsylvania	$13K	+$12K	1	0.01%	New
622	CHP Cable Hill Partners Portland, Oregon	$12K	$0	1	0.01%	Maintained
623	BDWM Brewin Dolphin Wealth Management Conskleagh, Dublin, Ireland	$11.8K	$0	1	0.01%	Maintained
624	JA JOYN Advisors Atlanta, Georgia	$10K	+$8.84K	1	0%	New
625	CWM Cedar Wealth Management Walnut Creek, California	$9K	+$8.34K	1	0.01%	New