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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	Covington Capital Management Los Angeles, California	$56K	$0	1	0%	Maintained
652	Huntington National Bank Columbus, Ohio	$55K	+$29.5K	1	0%	Increased
653	HR Howe & Rusling Rochester, New York	$53K	-$2.97K	1	0.01%	Reduced
654	BWP BSW Wealth Partners Boulder, Colorado	$52K	+$1.91K	1	0.02%	Increased
655	KPCM Kings Point Capital Management Great Neck, New York	$52K	$0	1	0.01%	Maintained
656	CCMW Cypress Capital Management (Wyoming) Sheridan, Wyoming	$51K	$0	1	0.06%	Maintained
657	Sowell Financial Services North Little Rock, Arkansas	$51K	+$52.7K	1	0%	New
658	FCA FinTrust Capital Advisors Greenville, South Carolina	$50K	$0	1	0.02%	Maintained
659	Global Retirement Partners San Rafael, California	$43K	+$2.76K	1	0.01%	Increased
660	Quadrant Capital Group Cincinnati, Ohio	$43K	+$8.71K	1	0.01%	Increased
661	AssetMark Inc Concord, California	$42K	-$7.01K	1	0%	Reduced
662	CIA CSat Investment Advisory Detroit, Michigan	$42K	+$8.92K	1	0.01%	Increased
663	CG Cutler Group San Francisco, California	$42K	-$1.23M	1	0%	Reduced
664	LJHT Laurie J. Hall Trustee	$37K	$0	1	0.02%	Maintained
665	ARMC American Research & Management Company Marion, Massachusetts	$36K	$0	1	0.01%	Maintained
666	OC Oakworth Capital Birmingham, Alabama	$34K	$0	1	0.01%	Maintained
667	GWS Glassman Wealth Services Vienna, Virginia	$33K	+$26.5K	1	0.01%	Increased
668	CFA Carroll Financial Associates Charlotte, North Carolina	$32K	-$4.25K	1	0%	Reduced
669	CIAS Capital Investment Advisory Services Raleigh, North Carolina	$27K	+$21.2K	1	0.01%	Increased
670	IFAM Institutional & Family Asset Management Fort Collins, Colorado	$27K	$0	1	0.01%	Maintained
671	PRC Pearl River Capital Niles, Michigan	$27K	+$28K	1	0.08%	New
672	LWM Liberty Wealth Management Oakland, California	$26K	-$7.22K	1	0.02%	Reduced
673	CJA C-J Advisory San Jose, California	$25K	$0	1	0.02%	Maintained
674	FANJ Financial Architects (New Jersey) Marlton, New Jersey	$25K	-$1.06K	1	0.01%	Reduced
675	RMC Resources Management Corp West Hartford, Connecticut	$25K	+$26.5K	1	0%	New