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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	PCG Private Capital Group West Hartford, Connecticut	$34K	+$1.06K	1	0.01%	Increased
702	RIM Rockbridge Investment Management Syracuse, New York	$34K	+$31.7K	1	0.01%	New
703	TD Private Client Wealth New York	$33.1K	-$20.7K	1	0%	Reduced
704	Salem Investment Counselors Winston Salem, North Carolina	$33K	+$30K	1	0%	New
705	First Horizon Advisors Memphis, Tennessee	$30K	-$3.81K	1	0%	Reduced
706	RWG Regal Wealth Group Seal Beach, California	$30K	$0	1	0.02%	Maintained
707	Wolverine Asset Management Chicago, Illinois	$30K	+$27.7K	1	0%	New
708	FANJ Financial Architects (New Jersey) Marlton, New Jersey	$29K	$0	1	0.01%	Maintained
709	BAM Bellevue Asset Management Bellevue, Washington	$28K	$0	1	0.03%	Maintained
710	CB Community Bank Dewitt, New York	$28K	$0	1	0%	Maintained
711	EWP Engrave Wealth Partners The Woodlands, Texas	$28K	+$6.76K	1	0.02%	Increased
712	IFAM Institutional & Family Asset Management Fort Collins, Colorado	$28K	+$2.33K	1	0.01%	Increased
713	MFT Moisand Fitzgerald Tamayo Orlando, Florida	$28K	$0	1	0.02%	Maintained
714	KFS Kelly Financial Services Braintree, Massachusetts	$26.9K	$0	1	0.02%	Maintained
715	Citizens Financial Group Providence, Rhode Island	$26K	-$11.8K	1	0%	Reduced
716	KLWA Kelly Lawrence W & Associates Pasadens, California	$25K	+$23.3K	1	0.01%	New
717	LWM Liberty Wealth Management Oakland, California	$25K	+$4.02K	1	0.02%	Increased
718	PP PrairieView Partners St. Paul, Minnesota	$23K	$0	1	0.01%	Maintained
719	PWP Principle Wealth Partners Madison, Connecticut	$23K	+$21.1K	1	0.01%	New
720	SIA SeaBridge Investment Advisors Summit, New Jersey	$23K	+$21.1K	1	0.01%	New
721	SFPG Stonebridge Financial Planning Group Orlando, Florida	$23K	$0	1	0.02%	Maintained
722	TFGT TS Financial Group (TSFG) Lake Forest, Illinois	$23K	$0	1	0.02%	Maintained
723	VRM Vectors Research Management New York	$23K	$0	1	0.01%	Maintained
724	HI Hudock Inc Williamsport, Pennsylvania	$22K	+$21.1K	1	0.01%	New
725	NIM NuWave Investment Management Parsippany, New Jersey	$22K	+$20.1K	1	0.03%	New