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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	First Manhattan New York	$73K	$0	1	0%	Maintained
702	PFGIA Patriot Financial Group Insurance Agency Westborough, Massachusetts	$71K	+$250	1	0.02%	Increased
703	SteelPeak Wealth Woodland Hills, California	$70K	+$70.9K	1	0.01%	New
704	WLPWM Walled Lake Planning & Wealth Management Winnetka, Illinois	$68K	$0	1	0.06%	Maintained
705	Quadrant Capital Group Cincinnati, Ohio	$67K	+$14K	1	0.01%	Increased
706	KPCM Kings Point Capital Management Great Neck, New York	$62K	$0	1	0.01%	Maintained
707	Thompson Siegel & Walmsley Richmond, Virginia	$61K	-$1.25K	1	0%	Reduced
708	FHA Flagship Harbor Advisors Boston, Massachusetts	$59K	+$3.99K	1	0.01%	Increased
709	SBL Sargent Bickham Lagudis Boulder, Colorado	$58K	+$2K	1	0.01%	Increased
710	EP Eudaimonia Partners Winchester, Tennessee	$56K	+$2K	1	0.01%	Increased
711	Farmers & Merchants Investments Inc Lincoln, Nebraska	$55K	$0	1	0%	Maintained
712	Sowell Financial Services North Little Rock, Arkansas	$55K	+$7.99K	1	0%	Increased
713	Cullen/Frost Bankers San Antonio, Texas	$53K	-$749	1	0%	Reduced
714	GC Grace Capital Quincy, Massachusetts	$51K	+$52.4K	1	0.04%	New
715	NNP Nachman Norwood & Parrott Greenville, South Carolina	$51K	+$51.9K	1	0.01%	New
716	PP PrairieView Partners St. Paul, Minnesota	$49K	+$25K	1	0.01%	Increased
717	BG Bollard Group Boston, Massachusetts	$48K	$0	1	0%	Maintained
718	SIAS Shine Investment Advisory Services Lone Tree, Colorado	$48K	$0	1	0.02%	Maintained
719	ED Exane Derivatives Paris, France	$46K	+$42.9K	1	0.01%	Increased
720	BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark	$46K	+$46.4K	1	0%	New
721	NIM NuWave Investment Management Parsippany, New Jersey	$46K	+$23.2K	1	0.07%	Increased
722	CFA Carroll Financial Associates Charlotte, North Carolina	$45K	+$6.99K	1	0%	Increased
723	CYG Clean Yield Group Norwich, Vermont	$45K	$0	1	0.02%	Maintained
724	FFA Founders Financial Alliance Raleigh, North Carolina	$44K	+$45.4K	1	0.03%	New
725	LJHT Laurie J. Hall Trustee	$44K	+$44.9K	1	0.02%	New