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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
1426	SouthState Corp Winter Haven, Florida	$124K	-$253K	1	0.01%	Reduced
1427	Jones Financial Companies Des Peres, Missouri	$122K	-$2.91K	1	0%	Reduced
1428	CP Castleview Partners Dallas, Texas	$122K	+$35.6K	1	0.11%	Increased
1429	CAS Coppell Advisory Solutions Coppell, Texas	$121K	+$99.1K	1	0.03%	New
1430	GA GoalVest Advisory New York	$120K	+$2.91K	1	0.06%	Increased
1431	BWA BDO Wealth Advisors Jacksonville, Florida	$115K	+$9.37K	1	0.01%	Increased
1432	Livforsakringsbolaget Skandia Stockholm, Sweden	$114K	$0	1	0.01%	Maintained
1433	HDIM Hanson & Doremus Investment Management Burlington, Vermont	$114K	$0	1	0.02%	Maintained
1434	HB Horizon Bancorp Michigan City, Indiana	$113K	+$92.4K	1	0.07%	New
1435	CWP Concord Wealth Partners Abingdon, Virginia	$112K	+$91.2K	1	0.02%	New
1436	ADL Asset Dedication LLC San Francisco, California	$110K	+$5.2K	1	0.01%	Increased
1437	Itau Unibanco Holding S.A. Sao Paulo, Brazil	$109K	+$88.4K	1	0.01%	New
1438	Farther Finance Advisors San Francisco, California	$108K	+$45K	1	0.02%	Increased
1439	CSC Caldwell Sutter Capital Sausalito, California	$106K	+$39.5K	1	0.06%	Increased
1440	RFA Resurgent Financial Advisors Atlanta, Georgia	$104K	+$5.2K	1	0.07%	Increased
1441	MassMutual Private Wealth & Trust Windsor, Connecticut	$101K	+$27.5K	1	0%	Increased
1442	MUFG Securities EMEA London, United Kingdom	$95K	+$56.2K	1	0%	Increased
1443	FP Financial Perspectives Minneapolis, Minnesota	$93.5K	$0	1	0.04%	Maintained
1444	AIC Archer Investment Corporation Carmel, Indiana	$91.5K	+$62.6K	1	0.03%	Increased
1445	GBT Grove Bank & Trust Miami, Florida	$84.3K	-$2.91K	1	0.02%	Reduced
1446	MHR Matthew Hamilton Rosenberg	$81.3K	-$74.3K	1	0.03%	Reduced
1447	TSWM Tyler-Stone Wealth Management Beachwood, Ohio	$81K	+$66.2K	1	0.05%	New
1448	KFS Kelly Financial Services Braintree, Massachusetts	$81K	+$624	1	0.04%	Increased
1449	FCG Financial Connections Group Corte Madera, California	$80K	$0	1	0.05%	Maintained
1450	Ancora Advisors Cleveland, Ohio	$78.3K	+$1.25K	1	0%	Increased