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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
1201	Harbour Investments Madison, Wisconsin	$93K	-$65.5K	1	0.01%	Reduced
1202	Salem Investment Counselors Winston Salem, North Carolina	$92K	+$54.6K	1	0%	Increased
1203	Jones Financial Companies Des Peres, Missouri	$89K	-$1.04K	1	0%	Reduced
1204	HFM Hartford Financial Management Hartford, Connecticut	$88K	$0	1	0.03%	Maintained
1205	ARMC American Research & Management Company Marion, Massachusetts	$86K	$0	1	0.02%	Maintained
1206	MUFG Americas New York	$85K	+$1.56K	1	0%	Increased
1207	WSC Wellington Shields & Co New York	$84K	+$19.9K	1	0.04%	Increased
1208	ADL Asset Dedication LLC San Francisco, California	$82K	+$85.7K	1	0.01%	New
1209	HWMA Heritage Wealth Management (Arizona) Phoenix, Arizona	$79K	$0	1	0.03%	Maintained
1210	HBW Hazlett, Burt & Watson Wheeling, West Virginia	$78K	$0	1	0.08%	Maintained
1211	HDIM Hanson & Doremus Investment Management Burlington, Vermont	$73K	$0	1	0.02%	Maintained
1212	MAM Meeder Asset Management Dublin, Ohio	$71K	+$41.7K	1	0%	Increased
1213	AWM Ameliora Wealth Management Zurich, Switzerland	$65K	+$72.7K	1	0.04%	New
1214	PFT Providence First Trust Scottsdale, Arizona	$64K	+$67.5K	1	0.04%	New
1215	FCA FinTrust Capital Advisors Greenville, South Carolina	$63K	+$4.16K	1	0.02%	Increased
1216	PFBT Parkside Financial Bank & Trust Saint Louis, Missouri	$61K	-$63.2K	1	0.02%	Reduced
1217	SIC SJS Investment Consulting Sylvania, Ohio	$61K	+$64.4K	1	0.02%	New
1218	FP Financial Perspectives Minneapolis, Minnesota	$59.9K	$0	1	0.03%	Maintained
1219	IFAM Institutional & Family Asset Management Fort Collins, Colorado	$59K	-$520	1	0.01%	Reduced
1220	MFT Moisand Fitzgerald Tamayo Orlando, Florida	$59K	$0	1	0.02%	Maintained
1221	WOC West Oak Capital Westlake Village, California	$59K	+$36.4K	1	0.03%	Increased
1222	FPFS First Personal Financial Services Charlotte, North Carolina	$54K	+$56.6K	1	0.02%	New
1223	Huntington National Bank Columbus, Ohio	$53K	-$34.5K	1	0%	Reduced
1224	MassMutual Private Wealth & Trust Windsor, Connecticut	$53K	+$13.3K	1	0%	Increased
1225	AF Advisornet Financial Minnetonka, Minnesota	$51K	$0	1	0.01%	Maintained