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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
1076	LJHT Laurie J. Hall Trustee	$100K	$0	1	0.04%	Maintained
1077	WPWM Western Pacific Wealth Management Lake Forest, Illinois	$100K	+$93.9K	1	0.06%	New
1078	SFM Signet Financial Management Parsippany, New Jersey	$99K	+$91.9K	1	0.02%	New
1079	TD Private Client Wealth New York	$98K	-$2.08K	1	0%	Reduced
1080	ARMC American Research & Management Company Marion, Massachusetts	$97K	$0	1	0.02%	Maintained
1081	KPCM Kings Point Capital Management Great Neck, New York	$95K	$0	1	0.01%	Maintained
1082	ADL Asset Dedication LLC San Francisco, California	$93K	$0	1	0.01%	Maintained
1083	First Pacific Advisors El Segundo, California	$92K	$0	1	0%	Maintained
1084	RIM Rockbridge Investment Management Syracuse, New York	$92K	+$7.79K	1	0.01%	Increased
1085	Sumitomo Mitsui Financial Group Tokyo, Japan	$91K	+$73.2K	1	0%	Increased
1086	MHR Matthew Hamilton Rosenberg	$87K	+$15.6K	1	0.03%	Increased
1087	FAG Fortitude Advisory Group Gig Harbor, Washington	$86K	+$79.9K	1	0.04%	New
1088	HDIM Hanson & Doremus Investment Management Burlington, Vermont	$84K	+$77.9K	1	0.02%	New
1089	BDWM Brewin Dolphin Wealth Management Conskleagh, Dublin, Ireland	$75K	$0	1	0.01%	Maintained
1090	MSFP Mark Sheptoff Financial Planning Glastonbury, Connecticut	$74K	$0	1	0.04%	Maintained
1091	SouthState Corp Winter Haven, Florida	$74K	+$7.79K	1	0.01%	Increased
1092	PMFA Plante Moran Financial Advisors Southfield, Michigan	$73K	+$68.5K	1	0.01%	New
1093	BAM Bellevue Asset Management Bellevue, Washington	$72K	$0	1	0.04%	Maintained
1094	IFAM Institutional & Family Asset Management Fort Collins, Colorado	$72K	$0	1	0.01%	Maintained
1095	Central Trust Company Jefferson City, Missouri	$71K	-$13.5K	1	0%	Reduced
1096	CWM Curi Wealth Management Raleigh, North Carolina	$70K	+$65.9K	1	0.01%	New
1097	MUFG Americas New York	$70K	$0	1	0%	Maintained
1098	PCG Private Capital Group West Hartford, Connecticut	$69K	-$4.67K	1	0.01%	Reduced
1099	MassMutual Private Wealth & Trust Windsor, Connecticut	$68K	$0	1	0%	Maintained
1100	FP Financial Perspectives Minneapolis, Minnesota	$67.9K	$0	1	0.03%	Maintained