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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	SWA Sutton Wealth Advisors Tampa, Florida	$117K	+$7.29K	1	0.08%	Increased
602	SFSIG San Francisco Sentry Investment Group San Francisco, California	$115K	-$149K	1	0.05%	Reduced
603	SWM SeaCrest Wealth Management Purchase, New York	$113K	+$23K	1	0.02%	Increased
604	LIA LS Investment Advisors Bloomfield Hills, Michigan	$111K	$0	1	0.01%	Maintained
605	CFGS Concourse Financial Group Securities Birmingham, Alabama	$110K	+$58K	1	0.01%	Increased
606	IIM Ipswich Investment Management Beverly, Massachusetts	$97K	+$96.3K	1	0.04%	New
607	YWP YorkBridge Wealth Partners New York	$96K	$0	1	0.05%	Maintained
608	PCG Private Capital Group West Hartford, Connecticut	$95K	-$1.31K	1	0.02%	Reduced
609	Carson Wealth (CWM LLC) Omaha, Nebraska	$94K	+$1.31K	1	0%	Increased
610	KTC Kistler-Tiffany Companies Berwyn, Pennsylvania	$94K	$0	1	0.04%	Maintained
611	WF WealthTrust Fairport Cleveland, Ohio	$94K	$0	1	0.01%	Maintained
612	MGO One Seven Beachwood, Ohio	$92K	+$92.2K	1	0.04%	New
613	SIAS Shine Investment Advisory Services Lone Tree, Colorado	$90K	+$54.4K	1	0.04%	Increased
614	APA American Portfolios Advisors Holbrook, New York	$89.7K	$0	1	0.01%	Maintained
615	DBT Dubuque Bank & Trust Dubuque, Iowa	$89K	$0	1	0.02%	Maintained
616	NSIM North Star Investment Management Chicago, Illinois	$85K	+$18.7K	1	0.01%	Increased
617	PMFA Plante Moran Financial Advisors Southfield, Michigan	$85K	+$2.62K	1	0.03%	Increased
618	CAW Cornerstone Advisors (Washington) Bellevue, Washington	$80K	-$15.3K	1	0.01%	Reduced
619	Smithfield Trust Pittsburgh, Pennsylvania	$79K	$0	1	0.01%	Maintained
620	MS Mizuho Securities Tokyo, Japan	$75K	+$74.8K	1	0.01%	New
621	OIA Optimum Investment Advisors Chicago, Illinois	$75K	+$74.8K	1	0.03%	New
622	Citizens Financial Group Providence, Rhode Island	$74K	+$39.1K	1	0.01%	Increased
623	AC Avestar Capital New York	$71K	-$2.43K	1	0.05%	Reduced
624	Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts	$70K	+$69.2K	1	0%	New
625	ACM AUA Capital Management Camp Hill, Pennsylvania	$66K	$0	1	0.06%	Maintained