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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	Delta Accumulation LLC Sausalito, California	$264K	$0	1	0.16%	Maintained
1202	Grimes & Company Westborough, Massachusetts	$262K	+$222K	1	0.01%	New
1203	HW Hamilton Wealth Encino, California	$262K	-$1.22M	1	0.09%	Reduced
1204	FC Forte Capital Rochester, New York	$262K	+$222K	1	0.04%	New
1205	EFS Essex Financial Services Essex, Connecticut	$261K	+$222K	1	0.03%	New
1206	Moneta Group Investment Advisors St Louis, Missouri	$261K	+$221K	1	0.01%	New
1207	CSPIA Cary Street Partners Investment Advisory Richmond, Virginia	$260K	-$15.6K	1	0.02%	Reduced
1208	NL NKCFO LLC Geneva, Illinois	$260K	$0	1	0.13%	Maintained
1209	CCM CTC Capital Management Chicago, Illinois	$260K	+$220K	1	0.54%	New
1210	EWM EPG Wealth Management Atlanta, Georgia	$258K	+$219K	1	0.08%	New
1211	Aspiriant LLC Los Angeles, California	$257K	+$218K	1	0.01%	New
1212	Harvest Fund Management Beijing, China	$257K	+$134K	1	0.06%	Increased
1213	PAM PVG Asset Management Golden, Colorado	$256K	+$217K	1	0.82%	New
1214	First Horizon Advisors Memphis, Tennessee	$255K	-$19.5K	1	0.01%	Reduced
1215	CPA Capital Planning Advisors Roseville, California	$254K	-$83.7K	1	0.05%	Reduced
1216	OIA Optimum Investment Advisors Chicago, Illinois	$254K	+$11.9K	1	0.13%	Increased
1217	AAM Aureus Asset Management Boston, Massachusetts	$253K	+$215K	1	0.02%	New
1218	SW SlateStone Wealth Jupiter, Florida	$253K	+$214K	1	0.05%	New
1219	Blue Trust Inc Alpharetta, Georgia	$252K	+$256K	1	0%	Increased
1220	FCM Fourpath Capital Management Oklahoma City, Oklahoma	$251K	+$213K	1	0.18%	New
1221	CI Ceera Investments Bellaire, Texas	$250K	+$212K	1	0.16%	New
1222	NAS Nicolet Advisory Services Green Bay, Wisconsin	$246K	+$217K	1	0.03%	New
1223	SFI Siemens Fonds Invest Munich, Germany	$245K	+$208K	1	0.03%	New
1224	Mather Group Chicago, Illinois	$244K	+$207K	1	0%	New
1225	Fisher Asset Management Camas, Washington	$243K	-$744K	1	0%	Reduced