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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
1601	BCM Blume Capital Management Berkeley, California	$206K	$0	1	0.05%	Maintained
1602	EWM Elmwood Wealth Management Berkeley, California	$206K	+$187K	1	0.14%	New
1603	Partners Capital Investment Group Boston, Massachusetts	$206K	+$187K	1	0%	New
1604	MA MAS Advisors Miami, Florida	$206K	+$187K	1	0.27%	New
1605	RFA Register Financial Advisors Atlanta, Georgia	$206K	+$185K	1	0.14%	Increased
1606	WA WP Advisors San Francisco, California	$206K	+$186K	1	0.08%	New
1607	KWM Kolinsky Wealth Management Ramsey, New Jersey	$205K	+$186K	1	0.18%	New
1608	VCG Vantage Consulting Group Virginia Beach, Virginia	$205K	-$48.4K	1	0.14%	Reduced
1609	PCS Private Client Services Louisville, Kentucky	$204K	+$185K	1	0.17%	New
1610	PA Perennial Advisors New York	$203K	+$185K	1	0.05%	New
1611	SC Schoolcraft Capital Boulder, Colorado	$203K	+$185K	1	0.05%	New
1612	CA Cambridge Advisors Omaha, Nebraska	$202K	+$183K	1	0.05%	New
1613	BCA Bay Colony Advisors Concord, Massachusetts	$202K	+$183K	1	0.04%	New
1614	AWP Avid Wealth Partners San Antonio, Texas	$201K	+$182K	1	0.2%	New
1615	AT Arlington Trust Birmingham, Alabama	$197K	+$179K	1	0.06%	New
1616	GJIA Glass Jacobson Investment Advisors Owings Mills, Maryland	$197K	-$33.4K	1	0.08%	Reduced
1617	ITIM Indiana Trust & Investment Management Mishawaka, Indiana	$189K	+$28.1K	1	0.09%	Increased
1618	WIM Westside Investment Management Santa Monica, California	$186K	+$2.14K	1	0.05%	Increased
1619	BSC Brown Shipley & Co London, United Kingdom	$181K	-$24.1K	1	0.09%	Reduced
1620	MassMutual Private Wealth & Trust Windsor, Connecticut	$181K	+$50.8K	1	0.01%	Increased
1621	CPG Custom Portfolio Group Englewood, Colorado	$177K	+$160K	1	0.16%	New
1622	FWM FSA Wealth Management Needham, Massachusetts	$173K	+$157K	1	0.08%	New
1623	PIM Plato Investment Management Sydney, NSW, Australia	$171K	+$155K	1	0.21%	New
1624	TC Truvestments Capital Sarasota, Florida	$171K	-$34.8K	1	0.08%	Reduced
1625	SouthState Corp Winter Haven, Florida	$170K	-$3.74K	1	0.01%	Reduced