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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
1026	FFA Fairfield Financial Advisors Wellesley, Massachusetts	$322K	+$291K	1	0.15%	Increased
1027	BBNA Bremer Bank National Association St Paul, Minnesota	$322K	-$39K	1	0.07%	Reduced
1028	Allworth Financial Folsom, California	$321K	-$289K	1	0%	Reduced
1029	AG Ascent Group Virginia Beach, Virginia	$321K	+$4.5K	1	0.04%	Increased
1030	Dynamic Advisor Solutions Phoenix, Arizona	$321K	+$25.5K	1	0.02%	Increased
1031	TDC Thompson Davis & Co Richmond, Virginia	$319K	+$26K	1	0.43%	Increased
1032	NFP NorthLanding Financial Partners Rochester, New York	$318K	+$336K	1	0.25%	New
1033	CWM CCG Wealth Management San Diego, California	$317K	+$59.6K	1	0.19%	Increased
1034	HI Hudock Inc Williamsport, Pennsylvania	$313K	+$72.7K	1	0.11%	Increased
1035	PMG ProVise Management Group Clearwater, Florida	$313K	$0	1	0.04%	Maintained
1036	RWB RMR Wealth Builders Montclair, New Jersey	$310K	-$35.3K	1	0.08%	Reduced
1037	Metis Global Partners San Diego, California	$309K	+$2.6K	1	0.05%	Increased
1038	NFSG Newbridge Financial Services Group Boca Raton, Florida	$308K	+$10.4K	1	0.18%	Increased
1039	Brighton Jones LLC Seattle, Washington	$307K	-$36.7K	1	0.02%	Reduced
1040	Perfromance Wealth Partners Hinsdale, Illinois	$307K	-$3.12K	1	0.02%	Reduced
1041	EFG Everhart Financial Group Dublin, Ohio	$306K	+$324K	1	0.17%	New
1042	MMC Mizuho Markets Cayman Grand Cayman, Cayman Islands	$306K	+$323K	1	0.03%	New
1043	ONGA O'Neil Global Advisors Los Angeles, California	$306K	+$324K	1	1.21%	New
1044	AMCA Arthur M. Cohen & Associates Northbrook, Illinois	$304K	$0	1	0.08%	Maintained
1045	TCM Tandem Capital Management Woodcliff Lake, New Jersey	$301K	+$25.1K	1	0.25%	Increased
1046	CB CNB Bank Clearfield, Pennsylvania	$300K	+$70K	1	0.2%	Increased
1047	SGA Seaport Global Advisors Boston, Massachusetts	$300K	+$105K	1	1.22%	Increased
1048	ACM Argent Capital Management St Louis, Missouri	$295K	$0	1	0.01%	Maintained
1049	MFA Mayflower Financial Advisors Boston, Massachusetts	$295K	-$8.66K	1	0.05%	Reduced
1050	OIA Optimum Investment Advisors Chicago, Illinois	$295K	$0	1	0.16%	Maintained