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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
801	LC Lavaca Capital Houston, Texas	$4K	$0	1	0%	Maintained
802	NCM New Capital Management Houston, Texas	$4K	+$3.78K	1	0.01%	New
803	SFA Semmax Financial Advisors Winston Salem, North Carolina	$4K	$0	1	0%	Maintained
804	HCA Horan Capital Advisors Cincinnati, Ohio	$3K	+$2.89K	1	0%	New
805	RWM Raffa Wealth Management Washington, District of Columbia	$2.19K	$0	1	0%	Maintained
806	DAM Delta Asset Management Memphis, Tennessee	$2K	$0	1	0%	Maintained
807	Farmers & Merchants Investments Inc Lincoln, Nebraska	$2K	$0	1	0%	Maintained
808	JFGIW Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin	$2K	-$17.1K	1	0%	Reduced
809	NWA New World Advisors Hingham, Massachusetts	$2K	+$2.23K	1	0%	New
810	NL NVWM LLC Yardley, Pennsylvania	$2K	$0	1	0%	Maintained
811	PO Private Ocean San Rafael, California	$2K	$0	1	0%	Maintained
812	TCI Wealth Advisors Tucson, Arizona	$2K	$0	1	0%	Maintained
813	TIM Tortoise Investment Management White Plains, New York	$2K	+$1.78K	1	0%	New
814	TL TrueWealth LLC Atlanta, Georgia	$2K	$0	1	0%	Maintained
815	VNA Valley National Advisers Bethlehem, Pennsylvania	$2K	$0	1	0%	Maintained
816	WAS Winch Advisory Services Appleton, Wisconsin	$2K	$0	1	0%	Maintained
817	Shelton Capital Management Denver, Colorado	$1.5K	-$253K	1	0.01%	Reduced
818	Bartlett & Co Cincinnati, Ohio	$1K	+$890	1	0%	New
819	CAGAS Capital Advisory Group Advisory Services Bloomington, Minnesota	$1K	$0	1	0%	Maintained
820	JCM Jacobi Capital Management Pittston, Pennsylvania	$1K	$0	1	0%	Maintained
821	MWM Mascoma Wealth Management Hanover, New Hampshire	$1K	+$1.33K	1	0%	New
822	Bartlett & Co Wealth Management Cincinnati, Ohio	$972	+$890	1	0%	New
823	Adage Capital Partners Boston, Massachusetts	$0	-$9.42M	0	–	Closed
824	Alyeska Investment Group Chicago, Illinois	$0	-$94.9M	0	–	Closed
825	AFS Amtrust Financial Services New York	$0	-$1.6M	0	–	Closed