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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
1401	NC NewSquare Capital Newtown Square, Pennsylvania	$11.8K	+$6.95K	1	0%	Increased
1402	AIC Archer Investment Corporation Carmel, Indiana	$11.4K	$0	1	0%	Maintained
1403	GCS Gordian Capital (Singapore) Singapore	$11K	+$8.47K	1	0.02%	Increased
1404	MWM Mascoma Wealth Management Hanover, New Hampshire	$10.9K	$0	1	0%	Maintained
1405	CMA Cedar Mountain Advisors Lake Oswego, Oregon	$10.8K	$0	1	0%	Maintained
1406	PFA Pathway Financial Advisers Auburn, Indiana	$10.8K	$0	1	0%	Maintained
1407	CFO CVA Family Office Denver, Colorado	$10.4K	+$4.41K	1	0%	Increased
1408	BCM Bourgeon Capital Management Darien, Connecticut	$10.2K	-$5.08K	1	0%	Reduced
1409	SCA Stuart Chaussee & Associates Palos Verdes Estates, California	$10.2K	$0	1	0%	Maintained
1410	VNA Valley National Advisers Bethlehem, Pennsylvania	$10K	$0	1	0%	Maintained
1411	EWM Evermay Wealth Management Arlington, Virginia	$9.59K	+$8.13K	1	0%	New
1412	JMF Johnson Midwest Financial Glidden, Iowa	$9.59K	$0	1	0.01%	Maintained
1413	TIM Tortoise Investment Management White Plains, New York	$9.19K	+$5.42K	1	0%	Increased
1414	CMP Coston McIsaac & Partners Bar Harbor, Maine	$9K	$0	1	0%	Maintained
1415	FWM Focused Wealth Management Newburgh, New York	$8.59K	+$1.02K	1	0%	Increased
1416	GEA Glen Eagle Advisors Kingston, New Jersey	$8.59K	+$7.29K	1	0%	New
1417	AWM Activest Wealth Management Aventure, Florida	$8.39K	+$7.12K	1	0.01%	New
1418	DSC Duncker Streett & Co St. Louis, Missouri	$8.39K	$0	1	0%	Maintained
1419	SN Sittner & Nelson Eugene, Oregon	$8.39K	+$7.12K	1	0%	New
1420	Avior Wealth Management Omaha, Nebraska	$8.19K	+$6.95K	1	0%	New
1421	AIC Ayalon Insurance Company Ramat Gan, Israel	$8K	-$3.39K	1	0%	Reduced
1422	Kayne Anderson Rudnick Investment Management Los Angeles, California	$7.99K	+$169	1	0%	Increased
1423	RTL Red Tortoise LLC Atlanta, Georgia	$7.79K	$0	1	0.01%	Maintained
1424	2L 25 LLC St. Louis, Missouri	$7.47K	+$6.61K	1	0%	New
1425	SCA Stonebridge Capital Advisors St Paul, Minnesota	$7.19K	$0	1	0%	Maintained