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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
1251	Blue Trust Inc Alpharetta, Georgia	$31K	-$12.3K	1	0%	Reduced
1252	CCA Column Capital Advisors Indianapolis, Indiana	$30K	-$5.2K	1	0.01%	Reduced
1253	CIR Clear Investment Research Alpharetta, Georgia	$29K	+$31.2K	1	0.06%	New
1254	Farmers & Merchants Investments Inc Lincoln, Nebraska	$29K	$0	1	0%	Maintained
1255	C Covestor London, United Kingdom	$27K	+$3.64K	1	0.02%	Increased
1256	CA Crewe Advisors Salt Lake City, Utah	$27K	+$10.4K	1	0%	Increased
1257	MCM Manchester Capital Management Manchester, Vermont	$27K	+$21.3K	1	0%	Increased
1258	QC Quent Capital New York	$27K	$0	1	0.01%	Maintained
1259	ATC Adirondack Trust Company Saratoga Springs, New York	$26K	$0	1	0.01%	Maintained
1260	Harding Loevner Bridgewater, New Jersey	$26K	$0	1	0%	Maintained
1261	AWM Avondale Wealth Management West Lake Hills, Texas	$25K	$0	1	0.03%	Maintained
1262	EL EMFO LLC Weston, Florida	$25K	$0	1	0.02%	Maintained
1263	JFA JNBA Financial Advisors Bloomington, Minnesota	$25K	$0	1	0%	Maintained
1264	MSFP Mark Sheptoff Financial Planning Glastonbury, Connecticut	$25K	-$52K	1	0.02%	Reduced
1265	TCWA Ten Capital Wealth Advisors Spokane, Washington	$25K	$0	1	0.01%	Maintained
1266	WIM Westside Investment Management Santa Monica, California	$24.6K	+$43.3K	1	0.06%	Increased
1267	PP PFS Partners Mine Hill, New Jersey	$24.6K	$0	1	0.03%	Maintained
1268	CFFP Center for Financial Planning Southfied, Michigan	$24K	$0	1	0.01%	Maintained
1269	BWM Baystate Wealth Management Boston, Massachusetts	$23K	$0	1	0%	Maintained
1270	HCP Hexagon Capital Partners Rogers, Arkansas	$23K	+$13.3K	1	0.01%	Increased
1271	LWP Lumature Wealth Partners Alpharetta, Georgia	$22K	+$22.9K	1	0.01%	New
1272	NMC NEA Management Company Timonium, Maryland	$22K	-$17M	1	0%	Reduced
1273	PMFA Plante Moran Financial Advisors Southfield, Michigan	$22K	-$5.71K	1	0%	Reduced
1274	TCI Wealth Advisors Tucson, Arizona	$22K	+$9.01K	1	0%	Increased
1275	Ancora Advisors Cleveland, Ohio	$21K	$0	1	0%	Maintained