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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	KFS Kelly Financial Services Braintree, Massachusetts	$23.8K	$0	1	0.02%	Maintained
702	NIM NuWave Investment Management Parsippany, New Jersey	$23K	-$396K	1	0.02%	Reduced
703	SAM Shamrock Asset Management Dallas, Texas	$23K	+$25.6K	1	0.02%	New
704	AOWM Alpha Omega Wealth Management Richmond, Virginia	$22K	$0	1	0.01%	Maintained
705	FIA FNY Investment Advisers New York	$20K	-$786K	1	0.01%	Reduced
706	SIM Sonora Investment Management Tucson, Arizona	$20K	$0	1	0%	Maintained
707	WAP Wealthcare Advisory Partners West Chester, Pennsylvania	$20K	$0	1	0%	Maintained
708	SBL Sargent Bickham Lagudis Boulder, Colorado	$18K	-$44.9K	1	0%	Reduced
709	FIB First Interstate Bank Billings, Montana	$17K	$0	1	0%	Maintained
710	Fidelity International Hamilton, Bermuda	$16K	$0	1	0%	Maintained
711	GAM Gemmer Asset Management Walnut Creek, California	$15K	+$16.8K	1	0%	New
712	LWA Lenox Wealth Advisors New York	$15K	+$16.4K	1	0%	New
713	WIM Westside Investment Management Santa Monica, California	$15K	+$16.8K	1	0.01%	New
714	CB CNB Bank Clearfield, Pennsylvania	$14K	+$10.8K	1	0.01%	Increased
715	MCM McMillion Capital Management Greensboro, North Carolina	$14K	+$15K	1	0.01%	New
716	POIA Pin Oak Investment Advisors Houston, Texas	$14K	-$6.73K	1	0.01%	Reduced
717	TFA Toth Financial Advisory Leesburg, Virginia	$14K	-$209K	1	0%	Reduced
718	BDWM Brewin Dolphin Wealth Management Conskleagh, Dublin, Ireland	$13.2K	$0	1	0.01%	Maintained
719	AIM Advantage Investment Management Cedar Rapids, Iowa	$10K	-$3.59K	1	0.01%	Reduced
720	PCM Princeton Capital Management Red Bank, New Jersey	$10K	$0	1	0%	Maintained
721	WOC West Oak Capital Westlake Village, California	$10K	$0	1	0.01%	Maintained
722	CAGAS Capital Advisory Group Advisory Services Bloomington, Minnesota	$9K	+$9.2K	1	0.01%	Increased
723	CCM Cribstone Capital Management Augusta, Maine	$9K	$0	1	0%	Maintained
724	SWP Strategic Wealth Partners Independence, Ohio	$9K	+$10.3K	1	0%	New
725	EARNEST Partners Atlanta, Georgia	$8K	$0	1	0%	Maintained