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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
1001	ED Exane Derivatives Paris, France	$40.2K	+$31.6K	1	0.01%	Increased
1002	CYG Clean Yield Group Norwich, Vermont	$38K	$0	1	0.01%	Maintained
1003	CWP Concord Wealth Partners Abingdon, Virginia	$37K	-$130K	1	0.02%	Reduced
1004	AP Atwood & Palmer Kansas City, Missouri	$36K	$0	1	0%	Maintained
1005	BIA Bell Investment Advisors Oakland, California	$36K	+$32K	1	0.01%	New
1006	CCM Carderock Capital Management Chevy Chase, Maryland	$36K	+$31.6K	1	0.01%	New
1007	GGI Godsey & Gibb Inc Richmond, Virginia	$36K	$0	1	0.02%	Maintained
1008	CCA Column Capital Advisors Indianapolis, Indiana	$34K	$0	1	0.01%	Maintained
1009	JCM Jacobi Capital Management Pittston, Pennsylvania	$34K	$0	1	0%	Maintained
1010	AF Advisornet Financial Minnetonka, Minnesota	$33K	-$21.1K	1	0%	Reduced
1011	GPA Guidance Point Advisors Wellesley, Massachusetts	$33K	+$29.5K	1	0.01%	New
1012	TWM Tradition Wealth Management Edina, Minnesota	$33K	$0	1	0%	Maintained
1013	Farmers & Merchants Investments Inc Lincoln, Nebraska	$32K	-$71.2K	1	0%	Reduced
1014	EWM Edge Wealth Management New York	$29K	+$4.21K	1	0.01%	Increased
1015	HFM Hartford Financial Management Hartford, Connecticut	$27K	$0	1	0.01%	Maintained
1016	Harding Loevner Bridgewater, New Jersey	$25K	$0	1	0%	Maintained
1017	EL EMFO LLC Weston, Florida	$24K	$0	1	0.02%	Maintained
1018	WOC West Oak Capital Westlake Village, California	$24K	$0	1	0.01%	Maintained
1019	TFIPS Towarzystwo Funduszy Inwestycyjnych PZU SA Warsaw,	$23.9K	$0	1	0.03%	Maintained
1020	BWM Baystate Wealth Management Boston, Massachusetts	$23K	$0	1	0%	Maintained
1021	CAGAS Capital Advisory Group Advisory Services Bloomington, Minnesota	$23K	$0	1	0.01%	Maintained
1022	TCWM Total Clarity Wealth Management St. Charles, Illinois	$21K	+$18.5K	1	0.01%	New
1023	KIG Kowal Investment Group Brookfield, Wisconsin	$20K	+$17.7K	1	0.01%	New
1024	Close Asset Management London, United Kingdom	$19K	$0	1	0%	Maintained
1025	Pinnacle Financial Partners (Tennessee) Nashville, Tennessee	$19K	+$16.9K	1	0%	New