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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
1126	UBV United Bank (Virginia) Vienna, Virginia	$353K	$0	1	0.05%	Maintained
1127	BDFN Bond & Devick Financial Network St. Louis Park, Minnesota	$351K	$0	1	0.22%	Maintained
1128	DF Donoghue Forlines Boston, Massachusetts	$349K	-$50.8K	1	0.13%	Reduced
1129	Silvercrest Asset Management New York	$349K	+$33.9K	1	0%	Increased
1130	APW Austin Private Wealth Austin, Texas	$348K	+$43.4K	1	0.06%	Increased
1131	Krilogy Financial St. Louis, Missouri	$348K	-$1.7K	1	0.03%	Reduced
1132	AIP Almanack Investment Partners Wayne, Pennsylvania	$348K	+$339	1	0.07%	Increased
1133	Global Retirement Partners San Rafael, California	$346K	+$88.3K	1	0.02%	Increased
1134	Choreo LLC Rockford, Illinois	$342K	+$290K	1	0.01%	New
1135	JHCP Jackson Hole Capital Partners Tulsa, Oklahoma	$340K	+$289K	1	0.09%	New
1136	SouthState Corp Winter Haven, Florida	$340K	$0	1	0.03%	Maintained
1137	FTDI First Trust Direct Indexing Boston, Massachusetts	$339K	-$113K	1	0.04%	Reduced
1138	DI Diligent Investors Redlands, California	$339K	+$25.4K	1	0.1%	Increased
1139	WW Westshore Wealth Newport Beach, California	$336K	$0	1	0.18%	Maintained
1140	LCM Leisure Capital Management Costa Mesa, California	$335K	-$1.52K	1	0.19%	Reduced
1141	GG Gleason Group Prospect, Kentucky	$330K	$0	1	0.09%	Maintained
1142	AG Ascent Group Virginia Beach, Virginia	$329K	-$45.6K	1	0.04%	Reduced
1143	PWPS Pinnacle Wealth Planning Services Mansfield, Ohio	$328K	+$678	1	0.05%	Increased
1144	IRAG Investment Research & Advisory Group Atlanta, Georgia	$326K	$0	1	0.21%	Maintained
1145	MSR Main Street Research Lakeville, Connecticut	$324K	-$2.17M	1	0.06%	Reduced
1146	BBNA Bremer Bank National Association St Paul, Minnesota	$322K	-$31.5K	1	0.06%	Reduced
1147	GG Greenwood Gearhart Fayetteville, Arkansas	$322K	-$9.66K	1	0.04%	Reduced
1148	SSWM Strait & Sound Wealth Management San Francisco, California	$322K	-$6.78K	1	0.32%	Reduced
1149	BCM Boltwood Capital Management Walnut Creek, California	$322K	-$1.19K	1	0.12%	Reduced
1150	MWA Meridian Wealth Advisors Austin, Texas	$321K	$0	1	0.08%	Maintained