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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	PCM Princeton Capital Management Red Bank, New Jersey	$10K	$0	1	0%	Maintained
702	WOC West Oak Capital Westlake Village, California	$10K	$0	1	0.01%	Maintained
703	WPA West Paces Advisors Atlanta, Georgia	$9.78K	+$10.2K	1	0.01%	New
704	SWP Strategic Wealth Partners Independence, Ohio	$9.4K	+$21.2K	1	0.05%	Increased
705	CAGAS Capital Advisory Group Advisory Services Bloomington, Minnesota	$9K	$0	1	0.01%	Maintained
706	CYG Clean Yield Group Norwich, Vermont	$8K	+$8.49K	1	0%	New
707	EARNEST Partners Atlanta, Georgia	$8K	$0	1	0%	Maintained
708	MSFP Mark Sheptoff Financial Planning Glastonbury, Connecticut	$7K	+$7.01K	1	0%	New
709	MAM Meeder Asset Management Dublin, Ohio	$7K	$0	1	0%	Maintained
710	M MOTCO San Antonio, Texas	$7K	+$7.22K	1	0%	New
711	WCM Whitener Capital Management Rocky Mount, North Carolina	$7K	$0	1	0%	Maintained
712	AIC Ameritas Investment Company Lincoln, Nebraska	$6K	+$6.16K	1	0%	New
713	TFS TrustCore Financial Services Brentwood, Tennessee	$6K	$0	1	0%	Maintained
714	DAM Delta Asset Management Memphis, Tennessee	$5K	+$3.19K	1	0%	Increased
715	VCM Versant Capital Management Phoenix, Arizona	$5K	+$425	1	0%	Increased
716	BAM Barrett Asset Management New York	$4K	$0	1	0%	Maintained
717	BFC Bedel Financial Consulting Indianapolis, Indiana	$4K	$0	1	0%	Maintained
718	EWM Elmwood Wealth Management Berkeley, California	$4K	$0	1	0%	Maintained
719	JCM Jacobi Capital Management Pittston, Pennsylvania	$4K	+$2.55K	1	0%	Increased
720	MUFG Americas New York	$4K	$0	1	0%	Maintained
721	NIM NuWave Investment Management Parsippany, New Jersey	$4K	-$19.8K	1	0%	Reduced
722	ATC Adirondack Trust Company Saratoga Springs, New York	$3K	$0	1	0%	Maintained
723	EI Ellevest Inc New York	$3K	+$3.19K	1	0%	New
724	GTAM Global Trust Asset Management West Palm Beach, Florida	$3K	$0	1	0%	Maintained
725	HCA Horan Capital Advisors Cincinnati, Ohio	$3K	+$2.76K	1	0%	New