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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	GDP Great Diamond Partners Portland, Maine	$317K	-$16.4K	1	0.07%	Reduced
1502	VC Veracity Capital Atlanta, Georgia	$313K	+$47.3K	1	0.12%	Increased
1503	CoreCap Advisors Southfield, Michigan	$312K	-$159K	1	0.02%	Reduced
1504	CCA Checchi Capital Advisers Beverly Hills, California	$312K	-$16.1K	1	0.02%	Reduced
1505	SP Symmetry Partners Glastonbury, Connecticut	$309K	-$24.3K	1	0.02%	Reduced
1506	EFS Essex Financial Services Essex, Connecticut	$308K	-$65K	1	0.03%	Reduced
1507	BOH Bank of Hawaii Honolulu, Hawaii	$308K	+$103K	1	0.02%	Increased
1508	BC Barrett & Company Providence, Rhode Island	$307K	-$40.4K	1	0.15%	Reduced
1509	CIG Cascade Investment Group Colorado Springs, Colorado	$307K	$0	1	0.23%	Maintained
1510	JGUA John G. Ullman & Associates Corning, New York	$306K	$0	1	0.05%	Maintained
1511	CWA Clarity Wealth Advisors San Jose, California	$306K	+$340K	1	0.1%	New
1512	IPW Invictus Private Wealth Denver, Colorado	$306K	-$6.63K	1	0.03%	Reduced
1513	BOS Bank of Stockton Stockton, California	$305K	+$67.8K	1	0.09%	Increased
1514	WAM WNY Asset Management Williamsville, New York	$305K	+$338K	1	0.05%	New
1515	HFS Howard Financial Services Dallas, Texas	$304K	+$2.84K	1	0.05%	Increased
1516	Aspiriant LLC Los Angeles, California	$304K	+$3.15K	1	0.01%	Increased
1517	RCAG Rehmann Capital Advisory Group Lansing, Michigan	$303K	-$27.8K	1	0.02%	Reduced
1518	BFG Bouchey Financial Group Troy, New York	$303K	+$30.6K	1	0.03%	Increased
1519	IDBONY Israel Discount Bank of New York New York	$302K	+$34.1K	1	0.38%	Increased
1520	VCM Virtue Capital Management Brentwood, Tennessee	$302K	-$195K	1	0.05%	Reduced
1521	LAM L2 Asset Management Wayland, Massachusetts	$300K	+$22.1K	1	0.1%	Increased
1522	CP Canopy Partners Cincinnati, Ohio	$299K	+$6.94K	1	0.15%	Increased
1523	PWMAG Pinnacle Wealth Management Advisory Group Red Bank, New Jersey	$298K	+$7.89K	1	0.03%	Increased
1524	MFS McNamara Financial Services Marshfield, Massachusetts	$296K	$0	1	0.06%	Maintained
1525	BIA Beacon Investment Advisors Gaithersburg, Maryland	$295K	+$631	1	0.17%	Increased