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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
1101	Krilogy Financial St. Louis, Missouri	$234K	$0	1	0.02%	Maintained
1102	LAM Lynch Asset Management Yardley, Pennsylvania	$233K	$0	1	0.17%	Maintained
1103	SG StoneX Group New York	$230K	+$199K	1	0.02%	New
1104	PM Parametrica Management Wanchai, Hong Kong	$230K	+$198K	1	0.17%	New
1105	AWS AJ Wealth Strategies New York	$228K	$0	1	0.01%	Maintained
1106	FAT First American Trust Santa Ana, California	$228K	+$197K	1	0.03%	New
1107	Saturna Capital Bellingham, Washington	$227K	-$37.6K	1	0%	Reduced
1108	LWP Legacy Wealth Planning Reno, Nevada	$226K	+$195K	1	0.27%	New
1109	Moneta Group Investment Advisors St Louis, Missouri	$225K	-$26.3K	1	0.01%	Reduced
1110	Summit Trail Advisors New York	$225K	+$194K	1	0.02%	New
1111	SP Symmetry Partners Glastonbury, Connecticut	$225K	$0	1	0.01%	Maintained
1112	RIA Regal Investment Advisors Kentwood, Michigan	$224K	+$193K	1	0.02%	New
1113	TW TrinityPoint Wealth Milford, Connecticut	$222K	+$191K	1	0.04%	New
1114	CCA Checchi Capital Advisers Beverly Hills, California	$221K	+$191K	1	0.02%	New
1115	Choate Investment Advisors Boston, Massachusetts	$220K	-$172K	1	0.01%	Reduced
1116	Cullen/Frost Bankers San Antonio, Texas	$220K	$0	1	0%	Maintained
1117	JCM J2 Capital Management Troy, Michigan	$219K	+$189K	1	0.24%	New
1118	ACM AUA Capital Management Camp Hill, Pennsylvania	$218K	$0	1	0.12%	Maintained
1119	HAIM Hunter Associates Investment Management Pittsburgh, Pennsylvania	$218K	+$188K	1	0.07%	New
1120	SIG Sargent Investment Group Bethesda, Maryland	$218K	+$188K	1	0.05%	New
1121	WFI West Family Investments Carlsbad, California	$218K	+$188K	1	0.06%	New
1122	SBIA Sheaff Brock Investment Advisors Indianapolis, Indiana	$217K	+$187K	1	0.02%	New
1123	AIP Almanack Investment Partners Wayne, Pennsylvania	$216K	+$186K	1	0.02%	New
1124	Veritable Wilmington, Delaware	$216K	-$61.8K	1	0%	Reduced
1125	CCA Conservest Capital Advisors Wynnewood, Pennsylvania	$215K	+$185K	1	0.02%	New