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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
701	EARNEST Partners Atlanta, Georgia	$7K	$0	1	0%	Maintained
702	HT Heritage Trust Oklahoma City, Oklahoma	$7K	-$1.87K	1	0%	Reduced
703	NWM Northwest Wealth Management Spencer, Iowa	$6K	$0	1	0.01%	Maintained
704	AIA Alera Investment Advisors Deerfield, Illinois	$5K	+$5.42K	1	0%	New
705	LF Lee Financial Dallas, Texas	$5K	+$4.68K	1	0%	New
706	RCG Ruggie Capital Group Tavares, Florida	$5K	+$4.68K	1	0%	New
707	TD Ameritrade Investment Management Omaha, Nebraska	$5K	+$4.12K	1	0%	Increased
708	WIM Westside Investment Management Santa Monica, California	$4.71K	$0	1	0%	Maintained
709	BFC Bedel Financial Consulting Indianapolis, Indiana	$4K	$0	1	0%	Maintained
710	CB CNB Bank Clearfield, Pennsylvania	$4K	$0	1	0%	Maintained
711	EWM Elmwood Wealth Management Berkeley, California	$4K	$0	1	0%	Maintained
712	Larson Financial Group St Louis, Missouri	$4K	+$3.74K	1	0%	New
713	MUFG Americas New York	$4K	+$3.93K	1	0%	New
714	QS Investors New York	$4K	-$935	1	0%	Reduced
715	WA WealthTrust-Arizona Scottsdale, Arizona	$4K	$0	1	0%	Maintained
716	WCM Whitener Capital Management Rocky Mount, North Carolina	$4K	+$4.68K	1	0%	New
717	MassMutual Private Wealth & Trust Windsor, Connecticut	$3.39K	+$3.37K	1	0%	New
718	ATC Adirondack Trust Company Saratoga Springs, New York	$3K	$0	1	0%	Maintained
719	EFSCE Enterprise Financial Services Corp (EFSC) Clayton, Missouri	$3K	$0	1	0%	Maintained
720	GTAM Global Trust Asset Management West Palm Beach, Florida	$3K	$0	1	0%	Maintained
721	LC Lavaca Capital Houston, Texas	$3K	+$3.18K	1	0%	New
722	PG Patten Group Chattanooga, Tennessee	$3K	+$2.81K	1	0%	New
723	PRC Pearl River Capital Niles, Michigan	$3K	+$3.18K	1	0.01%	New
724	SFA Semmax Financial Advisors Winston Salem, North Carolina	$3K	+$2.81K	1	0%	New
725	Wealthspire Advisors (New York) New York	$3K	+$2.62K	1	0%	New