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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
626	PCP Proficio Capital Partners Newton, Massachusetts	$29K	+$600	1	0.01%	Increased
627	Valeo Financial Advisors Carmel, Indiana	$29K	-$25K	1	0%	Reduced
628	Harvest Fund Management Beijing, China	$28K	+$27.4K	1	0%	New
629	BAM Barrett Asset Management New York	$27K	$0	1	0%	Maintained
630	BCA Bay Colony Advisors Concord, Massachusetts	$26K	+$25.4K	1	0.02%	New
631	CI Global Investments Oakland, California	$26K	-$21K	1	0%	Reduced
632	WCM Wealthcare Capital Management Richmond, Virginia	$26K	+$10K	1	0%	Increased
633	CB Community Bank Dewitt, New York	$25K	$0	1	0%	Maintained
634	MFT Moisand Fitzgerald Tamayo Orlando, Florida	$25K	$0	1	0.01%	Maintained
635	Wealthspire Advisors (Maryland) Potomac, Maryland	$25K	-$400	1	0%	Reduced
636	Sumitomo Mitsui Financial Group Tokyo, Japan	$23K	+$22.6K	1	0%	New
637	BCA Bray Capital Advisors Naples, Florida	$22K	$0	1	0.01%	Maintained
638	BAMCO Inc New York	$21K	+$20K	1	0%	New
639	FPFS First Personal Financial Services Charlotte, North Carolina	$21K	+$20.2K	1	0.01%	New
640	Mount Yale Investment Advisors Denver, Colorado	$21K	-$200	1	0%	Reduced
641	Tower Research Capital (TRC) New York	$21K	+$20K	1	0%	New
642	WAP Wealthcare Advisory Partners West Chester, Pennsylvania	$21K	+$20K	1	0%	New
643	CAPTRUST Financial Advisors Raleigh, North Carolina	$15K	+$5K	1	0%	Increased
644	CBOA Commonwealth Bank of Australia Sydney, NSW, Australia	$14K	+$7.2K	1	0%	Increased
645	BDWM Brewin Dolphin Wealth Management Conskleagh, Dublin, Ireland	$13.4K	$0	1	0.01%	Maintained
646	AF Advisornet Financial Minnetonka, Minnesota	$13K	-$45.2K	1	0%	Reduced
647	CHP Cable Hill Partners Portland, Oregon	$13K	$0	1	0.01%	Maintained
648	TC Trilogy Capital Irvine, California	$13K	+$5K	1	0%	Increased
649	JA JOYN Advisors Atlanta, Georgia	$12K	+$1.2K	1	0%	Increased
650	LFA Legacy Financial Advisors Covington, Kentucky	$11K	$0	1	0%	Maintained