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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
751	GAM Gemmer Asset Management Walnut Creek, California	$17K	$0	1	0%	Maintained
752	LWA Lenox Wealth Advisors New York	$17K	$0	1	0%	Maintained
753	EI Ellevest Inc New York	$16K	+$12.7K	1	0%	Increased
754	POIA Pin Oak Investment Advisors Houston, Texas	$16K	$0	1	0.01%	Maintained
755	TFA Toth Financial Advisory Leesburg, Virginia	$16K	$0	1	0%	Maintained
756	BDWM Brewin Dolphin Wealth Management Conskleagh, Dublin, Ireland	$15K	$0	1	0.01%	Maintained
757	Gradient Investments Arden Hills, Minnesota	$15K	-$11.8K	1	0%	Reduced
758	FCM Firestone Capital Management Coral Gables, Florida	$14K	+$13.6K	1	0.01%	New
759	TD Ameritrade Investment Management Omaha, Nebraska	$13K	+$13.2K	1	0%	New
760	BCA Berman Capital Advisors Atlanta, Georgia	$12K	$0	1	0%	Maintained
761	EWM Edge Wealth Management New York	$12K	+$11.3K	1	0%	New
762	LC Lindbrook Capital Calabasas, California	$12K	$0	1	0%	Maintained
763	SIM Sonora Investment Management Tucson, Arizona	$12K	-$14.3K	1	0%	Reduced
764	WOC West Oak Capital Westlake Village, California	$12K	$0	1	0.01%	Maintained
765	WPA West Paces Advisors Atlanta, Georgia	$11.1K	$0	1	0.01%	Maintained
766	Balentine LLC Atlanta, Georgia	$11K	+$10.7K	1	0%	New
767	Brinker Capital Investments Berwyn, Pennsylvania	$11K	$0	1	0%	Maintained
768	Brown Brothers Harriman & Co New York	$10K	-$1.59K	1	0%	Reduced
769	JSC Jackson Square Capital San Francisco, California	$10K	+$9.98K	1	0.01%	New
770	EARNEST Partners Atlanta, Georgia	$9K	$0	1	0%	Maintained
771	Ancora Advisors Cleveland, Ohio	$8K	+$7.94K	1	0%	New
772	Avior Wealth Management Omaha, Nebraska	$8K	+$6.81K	1	0%	Increased
773	CWA Capital Wealth Alliance Scottsdale, Arizona	$8K	+$7.94K	1	0.01%	New
774	MSFP Mark Sheptoff Financial Planning Glastonbury, Connecticut	$8K	$0	1	0.01%	Maintained
775	FWM FSA Wealth Management Needham, Massachusetts	$7K	+$7.26K	1	0%	New