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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	9WM 9258 Wealth Management Blue Ash, Ohio	$270K	+$2.94K	1	0.05%	Increased
1502	MIC Means Investment Company Bangor, Maine	$269K	-$8.02K	1	0.04%	Reduced
1503	VAMG Voisard Asset Management Group Grand Rapids, Michigan	$267K	+$242K	1	0.16%	New
1504	AA Alta Advisers London, United Kingdom	$265K	$0	1	0.14%	Maintained
1505	CNBTD Citizens National Bank Trust Department Meridian, Mississippi	$265K	-$28.1K	1	0.07%	Reduced
1506	RCM Raleigh Capital Management Cary, North Carolina	$265K	+$185K	1	0.12%	Increased
1507	TDC Thompson Davis & Co Richmond, Virginia	$265K	$0	1	0.23%	Maintained
1508	WPC Waters Parkerson & Co New Orleans, Louisiana	$265K	$0	1	0.01%	Maintained
1509	PFBT Parkside Financial Bank & Trust Saint Louis, Missouri	$261K	+$97.6K	1	0.05%	Increased
1510	LJHT Laurie J. Hall Trustee	$260K	-$21.4K	1	0.1%	Reduced
1511	SS Sunbelt Securities Houston, Texas	$260K	+$95.5K	1	0.03%	Increased
1512	AWM Atticus Wealth Management Palm Beach Gardens, Florida	$259K	+$88.2K	1	0.09%	Increased
1513	PCP Proficio Capital Partners Newton, Massachusetts	$259K	+$235K	1	0.03%	New
1514	VWA Visionary Wealth Advisors O'fallon, Illinois	$258K	+$234K	1	0.02%	New
1515	KCM Kathmere Capital Management Wayne, Pennsylvania	$257K	+$233K	1	0.03%	New
1516	Bartlett & Co Cincinnati, Ohio	$257K	+$115K	1	0%	Increased
1517	Bartlett & Co Wealth Management Cincinnati, Ohio	$257K	+$115K	1	0%	Increased
1518	FFO Fiduciary Family Office Boca Raton, Florida	$257K	+$233K	1	0.11%	New
1519	MHWM Montz Harcus Wealth Management New Orleans, Louisiana	$257K	+$1.6K	1	0.2%	Increased
1520	WA Wealth Architects Mountain View, California	$256K	+$232K	1	0.04%	New
1521	OWA Opal Wealth Advisors Jericho, New York	$255K	+$1.87K	1	0.1%	Increased
1522	AIP Almanack Investment Partners Wayne, Pennsylvania	$254K	-$1.34K	1	0.05%	Reduced
1523	Maven Securities St Helier, Jersey	$253K	+$229K	1	0.01%	New
1524	MW Marcum Wealth Cleveland, Ohio	$252K	+$229K	1	0.03%	New
1525	SMC Smith, Moore & Co Clayton, Missouri	$252K	+$228K	1	0.03%	New