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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
1501	VAG VisionPoint Advisory Group Dallas, Texas	$30.7K	+$25K	1	0.01%	New
1502	AAG Armstrong Advisory Group Needham, Massachusetts	$29.6K	-$8.32K	1	0%	Reduced
1503	EARNEST Partners Atlanta, Georgia	$28.4K	$0	1	0%	Maintained
1504	IGWM ICA Group Wealth Management Denver, Colorado	$28.1K	+$10.4K	1	0.01%	Increased
1505	POIA Pin Oak Investment Advisors Houston, Texas	$28K	+$22.9K	1	0.03%	New
1506	RA Rise Advisors Rochester, New York	$27.6K	-$1.46K	1	0.02%	Reduced
1507	RG Richelieu Gestion Paris, France	$26K	-$104K	1	0.02%	Reduced
1508	MLA MB, Levis & Associates Center Valley, Pennsylvania	$25.6K	+$20.8K	1	0.02%	New
1509	SSG Summit Securities Group New York	$25K	+$20.4K	1	0%	New
1510	ATC Adirondack Trust Company Saratoga Springs, New York	$24K	$0	1	0.01%	Maintained
1511	Benjamin Edwards Inc Clayton, Missouri	$22K	+$3.33K	1	0.01%	Increased
1512	GIA GHP Investment Advisors Denver, Colorado	$20.5K	+$2.08K	1	0%	Increased
1513	GW&K Investment Management Boston, Massachusetts	$20K	+$16.4K	1	0%	New
1514	RTC Riverview Trust Company Vancouver, Washington	$17.9K	+$14.6K	1	0.02%	New
1515	BWM BerganKDV Wealth Management Bloomington, Minnesota	$16.6K	+$624	1	0%	Increased
1516	HS Horan Securities Cincinnati, United States	$16.1K	-$624	1	0.01%	Reduced
1517	VNA Valley National Advisers Bethlehem, Pennsylvania	$16K	+$1.04K	1	0%	Increased
1518	BHWM Beaird Harris Wealth Management Dallas, Texas	$15.3K	$0	1	0%	Maintained
1519	SC Stephens Consulting Flint, Michigan	$15.3K	$0	1	0.01%	Maintained
1520	WIM WealthPlan Investment Management Omaha, Nebraska	$15.3K	$0	1	0%	Maintained
1521	RG Retirement Group San Diego, California	$14.8K	$0	1	0.01%	Maintained
1522	HF Halpern Financial Ashburn, Virginia	$14.1K	+$11.4K	1	0%	New
1523	CMA Cedar Mountain Advisors Lake Oswego, Oregon	$13.8K	$0	1	0%	Maintained
1524	BCM Bourgeon Capital Management Darien, Connecticut	$13K	$0	1	0%	Maintained
1525	Kayne Anderson Rudnick Investment Management Los Angeles, California	$13K	+$2.29K	1	0%	Increased