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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
1551	POIA Pin Oak Investment Advisors Houston, Texas	$20K	-$5.92K	1	0.02%	Reduced
1552	EWM Evermay Wealth Management Arlington, Virginia	$19.2K	+$8.05K	1	0%	Increased
1553	MCM MV Capital Management Bethesda, Maryland	$18.3K	+$14.9K	1	0%	Increased
1554	FPFS First Personal Financial Services Charlotte, North Carolina	$17.6K	-$11.6K	1	0%	Reduced
1555	RTC Riverview Trust Company Vancouver, Washington	$16.4K	$0	1	0.01%	Maintained
1556	SC Stephens Consulting Flint, Michigan	$14.1K	$0	1	0.01%	Maintained
1557	RG Retirement Group San Diego, California	$13.6K	$0	1	0.01%	Maintained
1558	Arax Advisory Partners Denver, Colorado	$12.7K	+$11.1K	1	0%	Increased
1559	CMA Cedar Mountain Advisors Lake Oswego, Oregon	$12.7K	$0	1	0%	Maintained
1560	CMBA C.M. Bidwell & Associates Honolulu, Hawaii	$12.7K	-$270K	1	0.01%	Reduced
1561	PFA Pathway Financial Advisers Auburn, Indiana	$12.7K	+$12.8K	1	0.01%	New
1562	BCM Bourgeon Capital Management Darien, Connecticut	$12K	$0	1	0%	Maintained
1563	Kayne Anderson Rudnick Investment Management Los Angeles, California	$12K	$0	1	0%	Maintained
1564	SCA Stuart Chaussee & Associates Palos Verdes Estates, California	$12K	$0	1	0%	Maintained
1565	JMF Johnson Midwest Financial Glidden, Iowa	$11.3K	$0	1	0.03%	Maintained
1566	CMP Coston McIsaac & Partners Bar Harbor, Maine	$11K	$0	1	0%	Maintained
1567	FWM Focused Wealth Management Newburgh, New York	$10.1K	$0	1	0%	Maintained
1568	GEA Glen Eagle Advisors Kingston, New Jersey	$10.1K	$0	1	0%	Maintained
1569	JWM Janiczek Wealth Management Denver, Colorado	$10.1K	+$8.99K	1	0%	Increased
1570	AWM Activest Wealth Management Aventure, Florida	$9.85K	+$9.94K	1	0.01%	New
1571	SN Sittner & Nelson Eugene, Oregon	$9.85K	$0	1	0.01%	Maintained
1572	VCM Versant Capital Management Phoenix, Arizona	$9.61K	$0	1	0%	Maintained
1573	RTL Red Tortoise LLC Atlanta, Georgia	$9.14K	$0	1	0.01%	Maintained
1574	RF Robinswood Financial Kirkland, Washington	$9.14K	$0	1	0%	Maintained
1575	JAM JCIC Asset Management Toronto, Ontario, Canada	$8.91K	$0	1	0%	Maintained