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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
1151	BWP Baldwin Wealth Partners Marion, Massachusetts	$315K	+$5.59K	1	0.03%	Increased
1152	PD Planning Directions Glen Mills, Pennsylvania	$315K	-$15.8K	1	0.23%	Reduced
1153	Choate Investment Advisors Boston, Massachusetts	$313K	-$10.2K	1	0.02%	Reduced
1154	Perfromance Wealth Partners Hinsdale, Illinois	$313K	-$7.63K	1	0.02%	Reduced
1155	MCC Money Concepts Capital Palm Beach Gardens, Florida	$313K	-$365K	1	0.02%	Reduced
1156	MTC McDaniel Terry & Co Austin, Texas	$310K	+$263K	1	0.03%	New
1157	First Merchants Corp Muncie, Indiana	$309K	-$13.7K	1	0.03%	Reduced
1158	Forum Financial Management Lombard, Illinois	$307K	+$260K	1	0.01%	New
1159	Becker Capital Management Portland, Oregon	$306K	+$260K	1	0.01%	New
1160	AGM Alpine Global Management New York	$305K	+$259K	1	0.12%	New
1161	GDP Great Diamond Partners Portland, Maine	$305K	-$3.9K	1	0.09%	Reduced
1162	XWM Xcel Wealth Management Holly Hill, Florida	$305K	$0	1	0.11%	Maintained
1163	RWA Ropes Wealth Advisors Boston, Massachusetts	$304K	-$25.4K	1	0.06%	Reduced
1164	SOS Silver Oak Securities Jackson, Tennessee	$300K	+$254K	1	0.05%	New
1165	BAG Briggs Advisory Group Lincoln, Rhode Island	$300K	$0	1	0.18%	Maintained
1166	NSIM North Star Investment Management Chicago, Illinois	$300K	+$254K	1	0.02%	New
1167	NCM Novare Capital Management Charlotte, North Carolina	$300K	$0	1	0.03%	Maintained
1168	SGK Steigerwald Gordon & Koch Leesburg, Virginia	$300K	$0	1	0.04%	Maintained
1169	HI Hudock Inc Williamsport, Pennsylvania	$298K	$0	1	0.07%	Maintained
1170	FFL Future Fund LLC Chicago, Illinois	$296K	+$251K	1	0.97%	New
1171	BSSFA Baron Silver Stevens Financial Advisors Boca Raton, Florida	$295K	$0	1	0.08%	Maintained
1172	Harbour Investments Madison, Wisconsin	$293K	-$25.9K	1	0.02%	Reduced
1173	WMA Wealth Management Associates Cherry Hill, New Jersey	$293K	+$248K	1	0.18%	New
1174	VCP Verus Capital Partners Scottsdale, Arizona	$292K	+$248K	1	0.05%	New
1175	TNA True North Advisors Dallas, Texas	$292K	$0	1	0.09%	Maintained