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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	SL Savior LLC Wellesley Hills, Massachusetts	$34K	$0	1	0.03%	Maintained
902	IP Isthmus Partners Madison, Wisconsin	$33K	+$32K	1	0.01%	New
903	NIM NuWave Investment Management Parsippany, New Jersey	$32K	-$2.21M	1	0.04%	Reduced
904	SIM Sonora Investment Management Tucson, Arizona	$32K	$0	1	0%	Maintained
905	CYG Clean Yield Group Norwich, Vermont	$29K	+$28.1K	1	0.01%	New
906	AP Atwood & Palmer Kansas City, Missouri	$28K	$0	1	0%	Maintained
907	GGI Godsey & Gibb Inc Richmond, Virginia	$28K	+$27K	1	0.02%	New
908	AssetMark Inc Concord, California	$27K	$0	1	0%	Maintained
909	WP WealthShield Partners Cary, North Carolina	$27K	$0	1	0%	Maintained
910	Bessemer Group Woodbridge, New Jersey	$26K	$0	1	0%	Maintained
911	CCA Column Capital Advisors Indianapolis, Indiana	$26K	-$2.84K	1	0.01%	Reduced
912	JCM Jacobi Capital Management Pittston, Pennsylvania	$26K	+$18.5K	1	0%	Increased
913	PFBT Parkside Financial Bank & Trust Saint Louis, Missouri	$26K	+$17.4K	1	0.01%	Increased
914	POIA Pin Oak Investment Advisors Houston, Texas	$26K	$0	1	0.03%	Maintained
915	Harvest Fund Management Beijing, China	$25K	-$32K	1	0%	Reduced
916	TWM Tradition Wealth Management Edina, Minnesota	$25K	+$10.7K	1	0%	Increased
917	HFM Hartford Financial Management Hartford, Connecticut	$21K	$0	1	0.01%	Maintained
918	SCA Stonebridge Capital Advisors St Paul, Minnesota	$21K	+$2.49K	1	0%	Increased
919	BWA BDO Wealth Advisors Jacksonville, Florida	$20K	+$4.62K	1	0%	Increased
920	HMS Hanseatic Management Services Albuquerque, New Mexico	$20K	$0	1	0.04%	Maintained
921	EWM Edge Wealth Management New York	$19K	$0	1	0%	Maintained
922	EL EMFO LLC Weston, Florida	$19K	+$17.8K	1	0.02%	New
923	Harding Loevner Bridgewater, New Jersey	$19K	$0	1	0%	Maintained
924	WOC West Oak Capital Westlake Village, California	$19K	$0	1	0.01%	Maintained
925	TFIPS Towarzystwo Funduszy Inwestycyjnych PZU SA Warsaw,	$18.6K	$0	1	0.02%	Maintained