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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
1051	RT Rockland Trust Hanover, Massachusetts	$295K	-$7.79K	1	0.02%	Reduced
1052	SC Shay Capital New York	$295K	-$575K	1	0.06%	Reduced
1053	Mount Yale Investment Advisors Denver, Colorado	$293K	+$310K	1	0.04%	New
1054	Sax Wealth Advisors Parsippany, New Jersey	$292K	$0	1	0.08%	Maintained
1055	PA PFG Advisors Phoenix, Arizona	$291K	+$67K	1	0.03%	Increased
1056	SWA Sutton Wealth Advisors Tampa, Florida	$290K	$0	1	0.12%	Maintained
1057	GIP Granite Investment Partners El Segundo, California	$290K	-$2.08K	1	0.01%	Reduced
1058	AIP ARS Investment Partners New York	$287K	+$304K	1	0.04%	New
1059	BDFN Bond & Devick Financial Network St. Louis Park, Minnesota	$287K	$0	1	0.24%	Maintained
1060	JSC Jackson Square Capital San Francisco, California	$287K	+$92.7K	1	0.14%	Increased
1061	WMA Wealth Management Associates Cherry Hill, New Jersey	$287K	+$33.8K	1	0.2%	Increased
1062	KW KWB Wealth Redlands, California	$285K	-$47.3K	1	0.06%	Reduced
1063	Summit Financial Parsippany, New Jersey	$282K	+$75K	1	0.03%	Increased
1064	CreativeOne Wealth Overland Park, Kansas	$281K	-$2.08K	1	0.02%	Reduced
1065	PTC Private Trust Company Cleveland, Ohio	$281K	+$27.4K	1	0.05%	Increased
1066	Advisor Partners II Walnut Creek, California	$280K	+$296K	1	0.02%	New
1067	Global Retirement Partners San Rafael, California	$280K	+$55.1K	1	0.02%	Increased
1068	GBT Grove Bank & Trust Miami, Florida	$279K	$0	1	0.07%	Maintained
1069	SouthState Corp Winter Haven, Florida	$279K	$0	1	0.03%	Maintained
1070	SW SlateStone Wealth Jupiter, Florida	$278K	$0	1	0.07%	Maintained
1071	LCM Leisure Capital Management Costa Mesa, California	$276K	+$1.56K	1	0.17%	Increased
1072	Lido Advisors Los Angeles, California	$275K	+$292K	1	0%	New
1073	WW Westshore Wealth Newport Beach, California	$275K	$0	1	0.19%	Maintained
1074	PD Planning Directions Glen Mills, Pennsylvania	$274K	$0	1	0.22%	Maintained
1075	MTC McDaniel Terry & Co Austin, Texas	$273K	$0	1	0.04%	Maintained