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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
976	BDWM Brewin Dolphin Wealth Management Conskleagh, Dublin, Ireland	$64.7K	+$49.3K	1	0.01%	Increased
977	MSFP Mark Sheptoff Financial Planning Glastonbury, Connecticut	$64K	$0	1	0.04%	Maintained
978	PCG Private Capital Group West Hartford, Connecticut	$63K	$0	1	0.01%	Maintained
979	BAM Bellevue Asset Management Bellevue, Washington	$62K	$0	1	0.04%	Maintained
980	IFAM Institutional & Family Asset Management Fort Collins, Colorado	$62K	$0	1	0.01%	Maintained
981	MHR Matthew Hamilton Rosenberg	$61K	+$53.5K	1	0.02%	New
982	MUFG Americas New York	$60K	+$32K	1	0%	Increased
983	FP Financial Perspectives Minneapolis, Minnesota	$58.4K	$0	1	0.03%	Maintained
984	MassMutual Private Wealth & Trust Windsor, Connecticut	$58K	-$1.26K	1	0%	Reduced
985	BFC Bedel Financial Consulting Indianapolis, Indiana	$57K	$0	1	0.02%	Maintained
986	CB Community Bank Dewitt, New York	$57K	$0	1	0.01%	Maintained
987	MFT Moisand Fitzgerald Tamayo Orlando, Florida	$57K	$0	1	0.02%	Maintained
988	SouthState Corp Winter Haven, Florida	$56K	$0	1	0%	Maintained
989	KLWA Kelly Lawrence W & Associates Pasadens, California	$53K	$0	1	0.01%	Maintained
990	AssetMark Inc Concord, California	$52K	+$15.6K	1	0%	Increased
991	KFS Kelly Financial Services Braintree, Massachusetts	$50.8K	$0	1	0.03%	Maintained
992	CB CNB Bank Clearfield, Pennsylvania	$48K	$0	1	0.03%	Maintained
993	SMG Spectrum Management Group Indianapolis, Indiana	$48K	+$42.6K	1	0.01%	New
994	SJIM St. Johns Investment Management Jacksonville, Florida	$48K	+$42.2K	1	0.03%	New
995	TFGT TS Financial Group (TSFG) Lake Forest, Illinois	$48K	$0	1	0.02%	Maintained
996	WIA Wealthstreet Investment Advisors Dallas, Texas	$48K	-$63.2K	1	1.33%	Reduced
997	PFBT Parkside Financial Bank & Trust Saint Louis, Missouri	$44K	+$9.7K	1	0.01%	Increased
998	BWA BDO Wealth Advisors Jacksonville, Florida	$43K	+$14.8K	1	0%	Increased
999	MAM Meeder Asset Management Dublin, Ohio	$42K	-$2.11K	1	0%	Reduced
1000	SIM Sonora Investment Management Tucson, Arizona	$41K	$0	1	0.01%	Maintained