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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	NFG Nations Financial Group Cedar Rapids, Iowa	$250K	-$646K	1	0.04%	Reduced
1102	RWA Ropes Wealth Advisors Boston, Massachusetts	$250K	$0	1	0.05%	Maintained
1103	FH FWG Holdings Winter Park, Florida	$249K	-$9.35K	1	0.19%	Reduced
1104	Capital Investment Advisors Atlanta, Georgia	$248K	-$39.3K	1	0.01%	Reduced
1105	Quadrant Capital Group Cincinnati, Ohio	$248K	-$50.9K	1	0.03%	Reduced
1106	CA Cullinan Associates Louisville, Kentucky	$246K	$0	1	0.02%	Maintained
1107	SDWIA Schwarz Dygos Wheeler Investment Advisors Minneapolis, Minnesota	$246K	$0	1	0.11%	Maintained
1108	SGK Steigerwald Gordon & Koch Leesburg, Virginia	$246K	$0	1	0.05%	Maintained
1109	TFA Trinity Financial Advisors Columbus, Ohio	$246K	+$260K	1	0.18%	New
1110	VCM Vigilant Capital Management Portland, Maine	$246K	-$13.5K	1	0.02%	Reduced
1111	CMBA C.M. Bidwell & Associates Honolulu, Hawaii	$245K	+$173	1	0.2%	Increased
1112	Connectus Wealth Cincinnati, Ohio	$245K	+$259K	1	0.01%	New
1113	MS Mizuho Securities Tokyo, Japan	$243K	+$227K	1	0.08%	Increased
1114	FCM Fourpath Capital Management Oklahoma City, Oklahoma	$242K	-$35.9K	1	0.17%	Reduced
1115	Mission Wealth Management Santa Barbara, California	$242K	-$1.39K	1	0.01%	Reduced
1116	FFWA FRG Family Wealth Advisors Bellevue, Washington	$240K	$0	1	0.06%	Maintained
1117	PCS Personal CFO Solutions Chester, New Jersey	$239K	+$253K	1	0.06%	New
1118	TNA True North Advisors Dallas, Texas	$239K	$0	1	0.08%	Maintained
1119	CC Courier Capital Buffalo, New York	$236K	+$249K	1	0.03%	New
1120	Robertson Stephens Wealth Management San Francisco, California	$236K	-$39K	1	0.02%	Reduced
1121	SIC Sterling Investment Counsel Buffalo, New York	$235K	+$26.2K	1	0.17%	Increased
1122	CI Carroll Investors Mt Pleasant, South Carolina	$233K	+$245K	1	0.19%	New
1123	DBT Dubuque Bank & Trust Dubuque, Iowa	$233K	-$103K	1	0.03%	Reduced
1124	VCM Violich Capital Management San Francisco, California	$233K	$0	1	0.04%	Maintained
1125	Penserra Capital Management Orinda, California	$232K	+$6.24K	1	0.01%	Increased