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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
1326	BWA BDO Wealth Advisors Jacksonville, Florida	$81.3K	+$19.2K	1	0.01%	Increased
1327	ADL Asset Dedication LLC San Francisco, California	$79K	-$847	1	0.01%	Reduced
1328	RFA Resurgent Financial Advisors Atlanta, Georgia	$76.5K	-$48.1K	1	0.05%	Reduced
1329	FP Financial Perspectives Minneapolis, Minnesota	$73.1K	$0	1	0.03%	Maintained
1330	GBT Grove Bank & Trust Miami, Florida	$68.7K	-$111K	1	0.01%	Reduced
1331	SVCP Silicon Valley Capital Partners San Jose, California	$65.1K	-$231K	1	0.01%	Reduced
1332	AF Advisornet Financial Minnetonka, Minnesota	$63.1K	+$27.8K	1	0.01%	Increased
1333	KFS Kelly Financial Services Braintree, Massachusetts	$62.7K	+$2.37K	1	0.03%	Increased
1334	FCG Financial Connections Group Corte Madera, California	$62K	$0	1	0.04%	Maintained
1335	CP Castleview Partners Dallas, Texas	$61.1K	$0	1	0.05%	Maintained
1336	Ancora Advisors Cleveland, Ohio	$59.9K	+$28K	1	0%	Increased
1337	Loomis, Sayles & Company Boston, Massachusetts	$59K	-$438K	1	0%	Reduced
1338	Capula Management Grand Cayman, Cayman Islands	$57.1K	+$48.5K	1	0%	New
1339	MassMutual Private Wealth & Trust Windsor, Connecticut	$52.7K	-$8.3K	1	0%	Reduced
1340	CYG Clean Yield Group Norwich, Vermont	$52.1K	$0	1	0.02%	Maintained
1341	BIA Bell Investment Advisors Oakland, California	$50.9K	+$678	1	0.01%	Increased
1342	BONH Bank of New Hampshire Laconia, New Hampshire	$49.7K	$0	1	0.01%	Maintained
1343	JGIA Jackson Grant Investment Advisers Stamford, Connecticut	$49.7K	$0	1	0.02%	Maintained
1344	JFG JDM Financial Group Austin, Texas	$48.5K	+$2.54K	1	0.04%	Increased
1345	IFAM Institutional & Family Asset Management Fort Collins, Colorado	$47.3K	-$7.8K	1	0.01%	Reduced
1346	Larson Financial Group St Louis, Missouri	$45.5K	-$10.7K	1	0%	Reduced
1347	TWM Tradition Wealth Management Edina, Minnesota	$45K	+$3.39K	1	0.01%	Increased
1348	AP Atwood & Palmer Kansas City, Missouri	$44.9K	$0	1	0%	Maintained
1349	CSC Caldwell Sutter Capital Sausalito, California	$44.5K	+$37.8K	1	0.03%	New
1350	FMTCOCP Farmers & Merchants Trust Co of Chambersburg PA Chambersburg, Pennsylvania	$44K	+$4.41K	1	0.03%	Increased