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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	MSFP Mark Sheptoff Financial Planning Glastonbury, Connecticut	$8K	$0	1	0.01%	Maintained
752	Orion Portfolio Solutions Omaha, Nebraska	$8K	-$1.06K	1	0%	Reduced
753	TWP TFO Wealth Partners Maumee, Ohio	$8K	+$7.4K	1	0%	New
754	FCM Firestone Capital Management Coral Gables, Florida	$7K	$0	1	0%	Maintained
755	FWM FSA Wealth Management Needham, Massachusetts	$7K	$0	1	0%	Maintained
756	Balentine LLC Atlanta, Georgia	$6K	+$5.92K	1	0%	New
757	HR Howe & Rusling Rochester, New York	$6K	+$2.11K	1	0%	Increased
758	LC Lindbrook Capital Calabasas, California	$6K	-$3.38K	1	0%	Reduced
759	PFBT Parkside Financial Bank & Trust Saint Louis, Missouri	$6K	+$3.17K	1	0%	Increased
760	BFC Bedel Financial Consulting Indianapolis, Indiana	$5K	$0	1	0%	Maintained
761	Brown Brothers Harriman & Co New York	$5K	+$211	1	0%	Increased
762	MUFG Americas New York	$5K	$0	1	0%	Maintained
763	BDWM Brewin Dolphin Wealth Management Conskleagh, Dublin, Ireland	$4.13K	+$3.81K	1	0%	New
764	ATC Adirondack Trust Company Saratoga Springs, New York	$4K	$0	1	0%	Maintained
765	BWP Baldwin Wealth Partners Marion, Massachusetts	$4K	$0	1	0%	Maintained
766	JCM Jacobi Capital Management Pittston, Pennsylvania	$4K	$0	1	0%	Maintained
767	MAM Meeder Asset Management Dublin, Ohio	$4K	-$846	1	0%	Reduced
768	OC Oakworth Capital Birmingham, Alabama	$4K	-$1.9K	1	0%	Reduced
769	ED Exane Derivatives Paris, France	$3.67K	+$211	1	0%	Increased
770	BAM Barrett Asset Management New York	$3K	$0	1	0%	Maintained
771	BCM Bourgeon Capital Management Darien, Connecticut	$3K	-$19.9K	1	0%	Reduced
772	CWM Campbell Wealth Management Alexandria, Virginia	$3K	+$2.96K	1	0%	New
773	LAS Lloyd Advisory Services Suwanee, Georgia	$3K	$0	1	0%	Maintained
774	RWM Raffa Wealth Management Washington, District of Columbia	$2.07K	$0	1	0%	Maintained
775	BWA Burt Wealth Advisors North Bethesda, Maryland	$2K	+$1.9K	1	0%	New