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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
901	Harding Loevner Bridgewater, New Jersey	$17K	-$21K	1	0%	Reduced
902	HI Human Investing Lake Oswego, Oregon	$17K	$0	1	0%	Maintained
903	Salem Investment Counselors Winston Salem, North Carolina	$17K	-$41K	1	0%	Reduced
904	TFIPS Towarzystwo Funduszy Inwestycyjnych PZU SA Warsaw,	$16.1K	$0	1	0.02%	Maintained
905	EWM Edge Wealth Management New York	$16K	$0	1	0%	Maintained
906	MUFG Americas New York	$16K	$0	1	0%	Maintained
907	SCA Stonebridge Capital Advisors St Paul, Minnesota	$16K	+$17.8K	1	0%	New
908	WOC West Oak Capital Westlake Village, California	$16K	$0	1	0.01%	Maintained
909	BWM Baystate Wealth Management Boston, Massachusetts	$15K	$0	1	0%	Maintained
910	CAGAS Capital Advisory Group Advisory Services Bloomington, Minnesota	$15K	$0	1	0.01%	Maintained
911	BWA BDO Wealth Advisors Jacksonville, Florida	$14K	+$15K	1	0%	New
912	BFC Bedel Financial Consulting Indianapolis, Indiana	$14K	$0	1	0.01%	Maintained
913	Close Asset Management London, United Kingdom	$13K	+$14.3K	1	0%	New
914	LC Lindbrook Capital Calabasas, California	$13K	+$3.57K	1	0%	Increased
915	TFA Toth Financial Advisory Leesburg, Virginia	$13K	+$11.4K	1	0%	Increased
916	EARNEST Partners Atlanta, Georgia	$12K	$0	1	0%	Maintained
917	Larson Financial Group St Louis, Missouri	$12K	$0	1	0%	Maintained
918	TWM Tradition Wealth Management Edina, Minnesota	$12K	$0	1	0%	Maintained
919	Ancora Advisors Cleveland, Ohio	$11K	$0	1	0%	Maintained
920	GLLW Graves Light Lenhart Wealth Harrisonburg, Virginia	$10K	-$3.92K	1	0%	Reduced
921	CAL Capital Advisors Ltd Shaker Heights, Ohio	$9K	+$9.98K	1	0%	New
922	CX Institutional Auburn, Indiana	$8K	-$14.6K	1	0%	Reduced
923	FEG Financial Enhancement Group Anderson, Indiana	$8K	+$9.27K	1	0%	New
924	MWM Mascoma Wealth Management Hanover, New Hampshire	$8K	+$9.27K	1	0%	New
925	MassMutual Private Wealth & Trust Windsor, Connecticut	$8K	+$2.14K	1	0%	Increased