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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	BOS Bank of Stockton Stockton, California	$289K	+$229K	1	0.1%	New
1477	BFG Bouchey Financial Group Troy, New York	$286K	+$21.4K	1	0.03%	Increased
1478	CCA Conservest Capital Advisors Wynnewood, Pennsylvania	$285K	-$17.9K	1	0.03%	Reduced
1479	BWA Bordeaux Wealth Advisors Menlo Park, California	$285K	+$258K	1	0.1%	New
1480	FB First Bancorp Damariscotta, Maine	$282K	$0	1	0.22%	Maintained
1481	KP Keel Point Huntsville, Alabama	$282K	+$27.8K	1	0.03%	Increased
1482	FFA Fortune Financial Advisors Overland Park, Kansas	$282K	+$256K	1	0.2%	New
1483	Kovitz Investment Group Partners Chicago, Illinois	$282K	+$256K	1	0%	New
1484	IDBONY Israel Discount Bank of New York New York	$282K	-$277K	1	0.22%	Reduced
1485	CAWM Capital Advisors Wealth Management Yakima, Washington	$281K	+$267	1	0.06%	Increased
1486	Loomis, Sayles & Company Boston, Massachusetts	$281K	+$3.21K	1	0%	Increased
1487	VC Veracity Capital Atlanta, Georgia	$280K	+$3.21K	1	0.11%	Increased
1488	MS Mizuho Securities Tokyo, Japan	$280K	+$158K	1	1%	Increased
1489	MSWM McGlone Suttner Wealth Management Appleton, Wisconsin	$280K	+$254K	1	0.06%	New
1490	PMG ProVise Management Group Clearwater, Florida	$280K	$0	1	0.02%	Maintained
1491	GAM Grandview Asset Management Harrisburg, Pennsylvania	$279K	-$53.5K	1	0.15%	Reduced
1492	SC Sepio Capital Salt Lake City, Utah	$278K	+$9.09K	1	0.02%	Increased
1493	OP ORG Partners Roanoke, Indiana	$276K	-$5.62K	1	0.05%	Reduced
1494	Emerald Mutual Fund Advisers Trust Leola, Pennsylvania	$276K	+$35.3K	1	0.01%	Increased
1495	FCA Fortis Capital Advisors Prairie Village, Kansas	$275K	+$249K	1	0.15%	New
1496	CWA Clarus Wealth Advisors Peoria, Arizona	$274K	+$218K	1	0.16%	New
1497	NG Norden Group Provo, Utah	$274K	+$248K	1	0.05%	New
1498	ZIG Zullo Investment Group Scranton, Pennsylvania	$274K	-$6.68K	1	0.14%	Reduced
1499	Plancorp LLC Saint Louis, Missouri	$273K	+$15.8K	1	0.01%	Increased
1500	TA Tactive Advisors Jacksonville, Florida	$272K	+$247K	1	0.18%	New