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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	HR Howe & Rusling Rochester, New York	$68K	-$223	1	0.01%	Reduced
727	PWM PRW Wealth Management Quincy, Massachusetts	$66K	$0	1	0.06%	Maintained
728	Geneos Wealth Management Englewood, Colorado	$65K	+$4.45K	1	0%	Increased
729	Benjamin F. Edwards & Company St. Louis, Missouri	$64K	$0	1	0.01%	Maintained
730	Huntington National Bank Columbus, Ohio	$61K	-$8.23K	1	0%	Reduced
731	LA Legacy Advisors Plymouth Meeting, Pennsylvania	$61K	+$55.6K	1	0.02%	New
732	NCM Nelson Capital Management Menlo Park, California	$60K	$0	1	0.02%	Maintained
733	AssetMark Inc Concord, California	$59K	-$12.7K	1	0%	Reduced
734	BWP BSW Wealth Partners Boulder, Colorado	$58K	+$53K	1	0.02%	New
735	OC Oakworth Capital Birmingham, Alabama	$56K	$0	1	0.01%	Maintained
736	BAM Bruderman Asset Management Locust Valley, New York	$49K	$0	1	0.01%	Maintained
737	CAL Capital Advisors Ltd Shaker Heights, Ohio	$49K	$0	1	0.01%	Maintained
738	PAM Paradigm Asset Management New York	$48.6K	$0	1	0.01%	Maintained
739	CBOA Commonwealth Bank of Australia Sydney, NSW, Australia	$44K	$0	1	0%	Maintained
740	LJHT Laurie J. Hall Trustee	$44K	$0	1	0.02%	Maintained
741	ARMC American Research & Management Company Marion, Massachusetts	$43K	$0	1	0.01%	Maintained
742	BCA Berman Capital Advisors Atlanta, Georgia	$42K	+$9.57K	1	0.01%	Increased
743	Quadrant Capital Group Cincinnati, Ohio	$42K	$0	1	0.01%	Maintained
744	First Horizon Advisors Memphis, Tennessee	$41K	+$4.45K	1	0%	Increased
745	AF Arrow Financial Glens Falls, New York	$40K	+$36.7K	1	0.01%	New
746	CHP Cable Hill Partners Portland, Oregon	$37K	+$23.1K	1	0.01%	Increased
747	FANJ Financial Architects (New Jersey) Marlton, New Jersey	$37K	-$13.1K	1	0.01%	Reduced
748	KPCM Kings Point Capital Management Great Neck, New York	$37K	+$34.3K	1	0.01%	New
749	Wealthspire Advisors (Maryland) Potomac, Maryland	$37K	+$12K	1	0%	Increased
750	IFAM Institutional & Family Asset Management Fort Collins, Colorado	$33K	-$1.78K	1	0.01%	Reduced