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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
1476	Bartlett & Co Wealth Management Cincinnati, Ohio	$43.7K	+$35.6K	1	0%	New
1477	SWM Sanctuary Wealth Management Pocatello, Idaho	$43.7K	+$35.6K	1	0.05%	New
1478	Catalyst Capital Advisors Huntington, New York	$42.7K	-$1.67K	1	0%	Reduced
1479	HMS Hanseatic Management Services Albuquerque, New Mexico	$41K	+$33.3K	1	0.08%	New
1480	SCA Stonebridge Capital Advisors St Paul, Minnesota	$40.9K	+$25.8K	1	0%	Increased
1481	SIC SJS Investment Consulting Sylvania, Ohio	$39.1K	+$8.53K	1	0.01%	Increased
1482	EL EMFO LLC Weston, Florida	$38.3K	$0	1	0.03%	Maintained
1483	MCM Manchester Capital Management Manchester, Vermont	$38.3K	+$1.25K	1	0.01%	Increased
1484	MSFP Mark Sheptoff Financial Planning Glastonbury, Connecticut	$38.3K	$0	1	0.02%	Maintained
1485	PP PFS Partners Mine Hill, New Jersey	$38.3K	$0	1	0.03%	Maintained
1486	WOC West Oak Capital Westlake Village, California	$38.3K	$0	1	0.02%	Maintained
1487	CFFP Center for Financial Planning Southfied, Michigan	$37.6K	$0	1	0.01%	Maintained
1488	Avior Wealth Management Omaha, Nebraska	$37.3K	+$21.9K	1	0%	Increased
1489	DAM Delta Asset Management Memphis, Tennessee	$37.3K	$0	1	0%	Maintained
1490	RCM Raleigh Capital Management Cary, North Carolina	$37.3K	-$5K	1	0.02%	Reduced
1491	Cohen & Steers New York	$37K	$0	1	0%	Maintained
1492	PMFA Plante Moran Financial Advisors Southfield, Michigan	$36.5K	+$1.67K	1	0%	Increased
1493	BWM Baystate Wealth Management Boston, Massachusetts	$36K	$0	1	0%	Maintained
1494	RFG RFP Financial Group Atlanta, Georgia	$35.3K	$0	1	0.01%	Maintained
1495	HCP Hexagon Capital Partners Rogers, Arkansas	$33.7K	$0	1	0.01%	Maintained
1496	Altshuler Shaham Tel Aviv, Israel	$33K	+$26.8K	1	0%	New
1497	ANBT American National Bank & Trust Wichita Falls, Texas	$32.2K	$0	1	0.01%	Maintained
1498	CFO CVA Family Office Denver, Colorado	$31.9K	+$15.2K	1	0.01%	Increased
1499	FPFS First Personal Financial Services Charlotte, North Carolina	$31.7K	-$6.24K	1	0.01%	Reduced
1500	PP Pacifica Partners Surrey, Canada	$30.9K	$0	1	0.02%	Maintained