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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	NCM New Capital Management Houston, Texas	$3K	$0	1	0%	Maintained
727	PO Private Ocean San Rafael, California	$3K	$0	1	0%	Maintained
728	SFA Semmax Financial Advisors Winston Salem, North Carolina	$3K	$0	1	0%	Maintained
729	Advisory Alpha Holland, Michigan	$2.72K	+$2.76K	1	0%	New
730	Farmers & Merchants Investments Inc Lincoln, Nebraska	$2K	$0	1	0%	Maintained
731	JFGIW Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin	$2K	$0	1	0%	Maintained
732	TCI Wealth Advisors Tucson, Arizona	$2K	$0	1	0%	Maintained
733	TIM Tortoise Investment Management White Plains, New York	$2K	$0	1	0%	Maintained
734	TL TrueWealth LLC Atlanta, Georgia	$2K	$0	1	0%	Maintained
735	VNA Valley National Advisers Bethlehem, Pennsylvania	$2K	$0	1	0%	Maintained
736	RWM Raffa Wealth Management Washington, District of Columbia	$1.83K	+$1.91K	1	0%	New
737	Avior Wealth Management Omaha, Nebraska	$1K	+$1.49K	1	0%	New
738	BHWM Bay Harbor Wealth Management Hunt Valley, Maryland	$1K	$0	1	0%	Maintained
739	CAM ClariVest Asset Management San Diego, California	$1K	$0	1	0%	Maintained
740	JWA JFS Wealth Advisors Hermitage, Pennsylvania	$1K	+$1.06K	1	0%	New
741	PAI Pittenger & Anderson Inc Lincoin, Nebraska	$1K	+$1.06K	1	0%	New
742	Prime Capital Investment Advisors Overland Park, Kansas	$1K	+$1.06K	1	0%	New
743	WWM Willingdon Wealth Management Huntersville, North Carolina	$1K	+$637	1	0%	New
744	WAS Winch Advisory Services Appleton, Wisconsin	$1K	-$2.34K	1	0%	Reduced
745	Achmea Investment Management Zeist, Netherlands	$0	-$1.59M	0	–	Closed
746	Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada	$0	-$5.3M	0	–	Closed
747	AOWM Alpha Omega Wealth Management Richmond, Virginia	$0	-$22K	0	–	Closed
748	AIS AlphaOne Investment Services West Chester, Pennsylvania	$0	-$118K	0	–	Closed
749	Avalon Investment & Advisory Houston, Texas	$0	-$225K	0	–	Closed
750	AC Avestar Capital New York	$0	-$56K	0	–	Closed