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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
676	LA Legacy Advisors Plymouth Meeting, Pennsylvania	$51K	$0	1	0.03%	Maintained
677	FCA FinTrust Capital Advisors Greenville, South Carolina	$50K	-$44.9K	1	0.02%	Reduced
678	AssetMark Inc Concord, California	$49K	-$224	1	0%	Reduced
679	CBOA Commonwealth Bank of Australia Sydney, NSW, Australia	$49K	+$14.8K	1	0%	Increased
680	Global Retirement Partners San Rafael, California	$41K	+$22.4K	1	0.01%	Increased
681	GFPC Global Financial Private Capital Sarasota, Florida	$40K	+$44K	1	0%	New
682	LJHT Laurie J. Hall Trustee	$37K	$0	1	0.02%	Maintained
683	ARMC American Research & Management Company Marion, Massachusetts	$36K	$0	1	0.01%	Maintained
684	CFA Carroll Financial Associates Charlotte, North Carolina	$36K	-$321K	1	0%	Reduced
685	Quadrant Capital Group Cincinnati, Ohio	$35K	$0	1	0.01%	Maintained
686	OC Oakworth Capital Birmingham, Alabama	$34K	-$15K	1	0.01%	Reduced
687	CIA CSat Investment Advisory Detroit, Michigan	$33K	+$36.4K	1	0.01%	New
688	LWM Liberty Wealth Management Oakland, California	$33K	+$7.41K	1	0.03%	Increased
689	Valeo Financial Advisors Carmel, Indiana	$31K	+$3.37K	1	0%	Increased
690	Tower Research Capital (TRC) New York	$30K	+$33K	1	0%	New
691	AF Advisornet Financial Minnetonka, Minnesota	$29K	+$6.51K	1	0%	Increased
692	Gradient Investments Arden Hills, Minnesota	$28K	-$609K	1	0%	Reduced
693	Huntington National Bank Columbus, Ohio	$27K	-$26.7K	1	0%	Reduced
694	IFAM Institutional & Family Asset Management Fort Collins, Colorado	$27K	-$673	1	0.01%	Reduced
695	FANJ Financial Architects (New Jersey) Marlton, New Jersey	$26K	-$4.49K	1	0%	Reduced
696	CJA C-J Advisory San Jose, California	$25K	$0	1	0.02%	Maintained
697	FPFS First Personal Financial Services Charlotte, North Carolina	$25K	+$3.14K	1	0.01%	Increased
698	WCM Wealthcare Capital Management Richmond, Virginia	$25K	$0	1	0%	Maintained
699	CB Community Bank Dewitt, New York	$24K	$0	1	0%	Maintained
700	MFT Moisand Fitzgerald Tamayo Orlando, Florida	$24K	$0	1	0.01%	Maintained