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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	Jones Financial Companies Des Peres, Missouri	$76K	$0	1	0%	Maintained
1202	HFM Hartford Financial Management Hartford, Connecticut	$75.4K	$0	1	0.02%	Maintained
1203	MUMSS Mitsubishi UFJ Morgan Stanley Securities Tokyo, Japan	$75K	+$86.7K	1	0.66%	New
1204	FIM FWL Investment Management Dallas, Texas	$73.3K	+$84.3K	1	0.06%	New
1205	GGI Godsey & Gibb Inc Richmond, Virginia	$73.3K	+$84.3K	1	0.01%	New
1206	GWS Glassman Wealth Services Vienna, Virginia	$70.5K	-$13.5K	1	0.01%	Reduced
1207	AWM AllSquare Wealth Management Albany, New York	$69.8K	+$80.3K	1	0.05%	New
1208	CT Clearstead Trust Portland, Maine	$69K	+$79.2K	1	0.02%	New
1209	Harvest Fund Management Beijing, China	$68K	-$54.8K	1	0.02%	Reduced
1210	HCM Hollencrest Capital Management Newport Beach, California	$67.4K	+$77.6K	1	0.01%	New
1211	HBW Hazlett, Burt & Watson Wheeling, West Virginia	$66K	$0	1	0.06%	Maintained
1212	SL Sonnipe Ltd Douglas, Isle Of Man	$64K	+$73.7K	1	0.01%	New
1213	NICM Neo Ivy Capital Management New York	$64K	-$31K	1	0.04%	Reduced
1214	PFBT Parkside Financial Bank & Trust Saint Louis, Missouri	$63.4K	+$13.5K	1	0.02%	Increased
1215	FWA Freedom Wealth Alliance Brookfield, Wisconsin	$62.8K	+$72.3K	1	0.09%	New
1216	P8IP Pier 88 Investment Partners San Francisco, California	$62.8K	-$3.19M	1	0.02%	Reduced
1217	Livforsakringsbolaget Skandia Stockholm, Sweden	$62.5K	-$24.4K	1	0.01%	Reduced
1218	HDIM Hanson & Doremus Investment Management Burlington, Vermont	$62K	$0	1	0.01%	Maintained
1219	CWP Concord Wealth Partners Abingdon, Virginia	$59.4K	+$68.4K	1	0.02%	New
1220	EI Ellevest Inc New York	$58.7K	-$27.3K	1	0%	Reduced
1221	WAM Worth Asset Management Dallas, Texas	$55.3K	+$52K	1	0.04%	Increased
1222	ADL Asset Dedication LLC San Francisco, California	$55K	-$14.6K	1	0.01%	Reduced
1223	CAS Coppell Advisory Solutions Coppell, Texas	$53K	+$61K	1	0.02%	New
1224	CASC Coppell Advisory Solutions Corp Coppell, Texas	$53K	+$61K	1	0.02%	New
1225	FP Financial Perspectives Minneapolis, Minnesota	$51.1K	$0	1	0.03%	Maintained