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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
651	FANJ Financial Architects (New Jersey) Marlton, New Jersey	$49K	-$2.62K	1	0.01%	Reduced
652	OC Oakworth Capital Birmingham, Alabama	$49K	+$45.2K	1	0.01%	Increased
653	Benjamin F. Edwards & Company St. Louis, Missouri	$47K	$0	1	0%	Maintained
654	CAL Capital Advisors Ltd Shaker Heights, Ohio	$45K	$0	1	0.01%	Maintained
655	RMAM Raab & Moskowitz Asset Management Chatham, New Jersey	$45K	+$43.7K	1	0.02%	New
656	Quadrant Capital Group Cincinnati, Ohio	$43K	$0	1	0.01%	Maintained
657	Mount Yale Investment Advisors Denver, Colorado	$42K	+$25.8K	1	0.01%	Increased
658	SIAS Shine Investment Advisory Services Lone Tree, Colorado	$42K	$0	1	0.02%	Maintained
659	SCM Stumpf Capital Management Scottsdale, Arizona	$42K	$0	1	0.04%	Maintained
660	Citizens Financial Group Providence, Rhode Island	$41K	$0	1	0%	Maintained
661	LJHT Laurie J. Hall Trustee	$41K	$0	1	0.02%	Maintained
662	Wilbanks Smith & Thomas Asset Management Norfolk, Virginia	$41K	+$39.5K	1	0%	New
663	ARMC American Research & Management Company Marion, Massachusetts	$39K	$0	1	0.01%	Maintained
664	CBOA Commonwealth Bank of Australia Sydney, NSW, Australia	$39K	+$21.8K	1	0%	Increased
665	WWMSC Wagner Wealth Management (South Carolina) Greenville, South Carolina	$39K	$0	1	0.03%	Maintained
666	FHA Flagship Harbor Advisors Boston, Massachusetts	$36K	-$9.39K	1	0.01%	Reduced
667	VIA Vantage Investment Advisors State College, Pennsylvania	$34K	+$32.8K	1	0.01%	New
668	Avantax Planning Partners Dubuque, Iowa	$33K	+$32.1K	1	0%	New
669	PCP Proficio Capital Partners Newton, Massachusetts	$33K	+$655	1	0.01%	Increased
670	SIM Sonora Investment Management Tucson, Arizona	$33K	$0	1	0%	Maintained
671	CFA Carroll Financial Associates Charlotte, North Carolina	$32K	$0	1	0%	Maintained
672	IFAM Institutional & Family Asset Management Fort Collins, Colorado	$32K	$0	1	0.01%	Maintained
673	Valeo Financial Advisors Carmel, Indiana	$31K	+$6.33K	1	0%	Increased
674	AF Advisornet Financial Minnetonka, Minnesota	$30K	+$15.5K	1	0%	Increased
675	BAM Barrett Asset Management New York	$29K	$0	1	0%	Maintained