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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	FA Forefront Analytics West Conshohocken, Pennsylvania	$29.3K	+$37.5K	1	0.02%	New
602	ARMC American Research & Management Company Marion, Massachusetts	$29K	$0	1	0.01%	Maintained
603	Citizens Financial Group Providence, Rhode Island	$28K	-$31.2K	1	0%	Reduced
604	CFA Carroll Financial Associates Charlotte, North Carolina	$26K	$0	1	0%	Maintained
605	SIAS Shine Investment Advisory Services Lone Tree, Colorado	$26K	$0	1	0.01%	Maintained
606	First Horizon Advisors Memphis, Tennessee	$25K	-$30.6K	1	0%	Reduced
607	1W 1776 Wealth Atlanta, Georgia	$24K	$0	1	0.02%	Maintained
608	BAM Bellevue Asset Management Bellevue, Washington	$24K	+$25.1K	1	0.02%	New
609	FCA FinTrust Capital Advisors Greenville, South Carolina	$23K	-$67K	1	0.01%	Reduced
610	GWS Glassman Wealth Services Vienna, Virginia	$23K	-$5.03K	1	0.01%	Reduced
611	PCG Private Capital Group West Hartford, Connecticut	$23K	-$36.4K	1	0.01%	Reduced
612	RWG Regal Wealth Group Seal Beach, California	$21K	+$27.2K	1	0.02%	New
613	SBL Sargent Bickham Lagudis Boulder, Colorado	$21K	+$8.59K	1	0%	Increased
614	CB Community Bank Dewitt, New York	$20K	$0	1	0%	Maintained
615	FANJ Financial Architects (New Jersey) Marlton, New Jersey	$20K	$0	1	0.01%	Maintained
616	MFT Moisand Fitzgerald Tamayo Orlando, Florida	$20K	$0	1	0.01%	Maintained
617	WCM Wealthcare Capital Management Richmond, Virginia	$20K	-$2.09K	1	0%	Reduced
618	KFS Kelly Financial Services Braintree, Massachusetts	$19.2K	$0	1	0.02%	Maintained
619	Group One Trading Chicago, Illinois	$19K	+$23.9K	1	0%	New
620	BCM Bourgeon Capital Management Darien, Connecticut	$18K	-$3.38M	1	0.01%	Reduced
621	IFAM Institutional & Family Asset Management Fort Collins, Colorado	$18K	-$6.28K	1	0%	Reduced
622	SFPG Stonebridge Financial Planning Group Orlando, Florida	$18K	$0	1	0.02%	Maintained
623	Federation des caisses Desjardins du Quebec Levis, Quebec, Canada	$17.1K	+$20.9K	1	0%	Increased
624	CAW Cornerstone Advisors (Washington) Bellevue, Washington	$16K	-$6.7K	1	0%	Reduced
625	CFD Creative Financial Designs Kokomo, Indiana	$16K	+$20.9K	1	0.01%	New