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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
826	CFD Creative Financial Designs Kokomo, Indiana	$97K	$0	1	0.02%	Maintained
827	CCC Crescent Capital Consulting New Orleans, Louisiana	$96K	$0	1	0.02%	Maintained
828	First Manhattan New York	$96K	$0	1	0%	Maintained
829	CWC Carolinas Wealth Consulting Charlotte, North Carolina	$95K	$0	1	0.02%	Maintained
830	VRM Vectors Research Management New York	$95K	-$20.3K	1	0.03%	Reduced
831	EWM Elmwood Wealth Management Berkeley, California	$92K	+$102K	1	0.06%	New
832	WLPWM Walled Lake Planning & Wealth Management Winnetka, Illinois	$90K	$0	1	0.06%	Maintained
833	JFGIW Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin	$89K	+$98.1K	1	0.01%	New
834	Global Retirement Partners San Rafael, California	$87K	-$34.6K	1	0.01%	Reduced
835	KFP KB Financial Partners Princeton, New Jersey	$83K	+$92.4K	1	0.04%	New
836	JGIA Jackson Grant Investment Advisers Stamford, Connecticut	$81K	$0	1	0.04%	Maintained
837	Thompson Siegel & Walmsley Richmond, Virginia	$81K	$0	1	0%	Maintained
838	ACM Allred Capital Management Dallas, Texas	$80.8K	+$89.5K	1	0.04%	New
839	M&G Investment Management London, United Kingdom	$78K	+$86.3K	1	0%	New
840	Farmers & Merchants Investments Inc Lincoln, Nebraska	$76K	+$3.57K	1	0%	Increased
841	GWS Glassman Wealth Services Vienna, Virginia	$76K	-$7.49K	1	0.02%	Reduced
842	Penserra Capital Management Orinda, California	$75K	-$3.99M	1	0%	Reduced
843	Brown Brothers Harriman & Co New York	$74K	-$7.13K	1	0%	Reduced
844	SOW State of Wyoming Cheyenne, Wyoming	$70K	+$77K	1	0.11%	New
845	SBL Sargent Bickham Lagudis Boulder, Colorado	$68K	-$8.91K	1	0.01%	Reduced
846	EP Eudaimonia Partners Winchester, Tennessee	$65K	-$6.06K	1	0.01%	Reduced
847	PP PrairieView Partners St. Paul, Minnesota	$64K	$0	1	0.01%	Maintained
848	BG Bollard Group Boston, Massachusetts	$63K	-$357	1	0%	Reduced
849	NICM Neo Ivy Capital Management New York	$63K	-$66.3K	1	0.07%	Reduced
850	EI Ellevest Inc New York	$62K	+$1.78K	1	0.01%	Increased