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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	Thompson Siegel & Walmsley Richmond, Virginia	$61K	+$60.1K	1	0%	New
702	ACM Allred Capital Management Dallas, Texas	$59.2K	+$58.1K	1	0.03%	New
703	KPCM Kings Point Capital Management Great Neck, New York	$59K	$0	1	0.01%	Maintained
704	Quadrant Capital Group Cincinnati, Ohio	$59K	+$10.9K	1	0.01%	Increased
705	CCMW Cypress Capital Management (Wyoming) Sheridan, Wyoming	$58K	$0	1	0.05%	Maintained
706	HR Howe & Rusling Rochester, New York	$58K	-$2.5K	1	0.01%	Reduced
707	CAL Capital Advisors Ltd Shaker Heights, Ohio	$56K	+$54.5K	1	0.01%	New
708	GTAM Global Trust Asset Management West Palm Beach, Florida	$56K	+$50.6K	1	0.03%	Increased
709	Simon Quick Advisors Morristown, New Jersey	$54K	+$53.1K	1	0.02%	New
710	CIA CSat Investment Advisory Detroit, Michigan	$52K	+$4.31K	1	0.01%	Increased
711	EP Eudaimonia Partners Winchester, Tennessee	$50K	+$48.8K	1	0.02%	New
712	PFGIA Patriot Financial Group Insurance Agency Westborough, Massachusetts	$50K	-$22.5K	1	0.02%	Reduced
713	Global Retirement Partners San Rafael, California	$49K	$0	1	0.01%	Maintained
714	FHA Flagship Harbor Advisors Boston, Massachusetts	$48K	-$56.7K	1	0.01%	Reduced
715	RMAM Raab & Moskowitz Asset Management Chatham, New Jersey	$46K	+$45.4K	1	0.02%	New
716	EWP Engrave Wealth Partners The Woodlands, Texas	$43K	+$42.9K	1	0.04%	New
717	WAP Wealthcare Advisory Partners West Chester, Pennsylvania	$43K	+$18.2K	1	0.01%	Increased
718	LJHT Laurie J. Hall Trustee	$42K	$0	1	0.02%	Maintained
719	ARMC American Research & Management Company Marion, Massachusetts	$40K	$0	1	0.01%	Maintained
720	JFA Johanson Financial Advisors Campbell, California	$39.5K	+$38.8K	1	0.02%	New
721	Advisory Alpha Holland, Michigan	$39.3K	+$34K	1	0.01%	Increased
722	OC Oakworth Capital Birmingham, Alabama	$39K	$0	1	0.01%	Maintained
723	GWS Glassman Wealth Services Vienna, Virginia	$38K	+$681	1	0.01%	Increased
724	KWM Keebeck Wealth Management Chicago, Illinois	$37K	+$36.3K	1	0.01%	New
725	SIAS Shine Investment Advisory Services Lone Tree, Colorado	$37K	-$69K	1	0.01%	Reduced