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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
726	JFGIW Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin	$3K	$0	1	0%	Maintained
727	RWM Raffa Wealth Management Washington, District of Columbia	$2.03K	$0	1	0%	Maintained
728	BCH Berkshire Capital Holdings San Jose, California	$2K	-$6.77M	1	0%	Reduced
729	DAM Delta Asset Management Memphis, Tennessee	$2K	$0	1	0%	Maintained
730	Farmers & Merchants Investments Inc Lincoln, Nebraska	$2K	+$2.18K	1	0%	New
731	GWS Glassman Wealth Services Vienna, Virginia	$2K	$0	1	0%	Maintained
732	Gradient Investments Arden Hills, Minnesota	$2K	$0	1	0%	Maintained
733	NL NVWM LLC Yardley, Pennsylvania	$2K	$0	1	0%	Maintained
734	TCI Wealth Advisors Tucson, Arizona	$2K	$0	1	0%	Maintained
735	TL TrueWealth LLC Atlanta, Georgia	$2K	$0	1	0%	Maintained
736	WAS Winch Advisory Services Appleton, Wisconsin	$2K	$0	1	0%	Maintained
737	CAGAS Capital Advisory Group Advisory Services Bloomington, Minnesota	$1K	$0	1	0%	Maintained
738	Country Trust Bank Bloomington, Illinois	$1K	$0	1	0%	Maintained
739	JCM Jacobi Capital Management Pittston, Pennsylvania	$1K	$0	1	0%	Maintained
740	ML McAdam LLC Philadelphia, Pennsylvania	$1K	$0	1	0%	Maintained
741	TD Ameritrade Investment Management Omaha, Nebraska	$1K	+$655	1	0%	Increased
742	AR Advisory Research Chicago, Illinois	$0	-$459K	0	–	Closed
743	AIS AlphaOne Investment Services West Chester, Pennsylvania	$0	-$8K	0	–	Closed
744	Arax Advisory Partners Denver, Colorado	$0	-$1K	0	–	Closed
745	Aristotle Atlantic Partners Sarasota, Florida	$0	-$226K	0	–	Closed
746	BCA Bay Colony Advisors Concord, Massachusetts	$0	-$26K	0	–	Closed
747	BCA Berman Capital Advisors Atlanta, Georgia	$0	-$1.03M	0	–	Closed
748	Brown Brothers Harriman & Co New York	$0	-$3K	0	–	Closed
749	Caxton Associates (New York) New York	$0	-$3.08M	0	–	Closed
750	CF Centaurus Financial Anaheim, California	$0	-$186K	0	–	Closed