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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
1626	HFM Hartford Financial Management Hartford, Connecticut	$165K	$0	1	0.04%	Maintained
1627	BWP Baldwin Wealth Partners Marion, Massachusetts	$165K	$0	1	0.01%	Maintained
1628	GCS Gordian Capital (Singapore) Singapore	$163K	+$66.9K	1	0.15%	Increased
1629	TCM Tradewinds Capital Management Bellingham, Washington	$162K	-$53.5K	1	0.06%	Reduced
1630	Jones Financial Companies Des Peres, Missouri	$161K	+$17.9K	1	0%	Increased
1631	Blue Trust Inc Alpharetta, Georgia	$158K	+$1.34K	1	0%	Increased
1632	ATC Adirondack Trust Company Saratoga Springs, New York	$157K	+$27K	1	0.07%	Increased
1633	SWA SOA Wealth Advisors New York	$157K	-$17.1K	1	0.03%	Reduced
1634	PB Pinnacle Bancorp Beatrice, Nebraska	$155K	-$802	1	0.05%	Reduced
1635	Centiva Capital New York	$153K	-$954K	1	0%	Reduced
1636	UOTTAIMCU University of Texas/Texas AM Investment Management Co (UTIMCO) Austin, Texas	$152K	$0	1	0.04%	Maintained
1637	GBT Grove Bank & Trust Miami, Florida	$146K	$0	1	0.03%	Maintained
1638	DSC Duncker Streett & Co St. Louis, Missouri	$145K	+$78.4K	1	0.03%	Increased
1639	PP PrairieView Partners St. Paul, Minnesota	$133K	-$66.9K	1	0.02%	Reduced
1640	RIM Rockbridge Investment Management Syracuse, New York	$133K	+$120K	1	0.02%	New
1641	CAS Coppell Advisory Solutions Coppell, Texas	$131K	+$17.1K	1	0.03%	Increased
1642	Ancora Advisors Cleveland, Ohio	$122K	+$28.9K	1	0%	Increased
1643	WAG Wiser Advisor Group Phoenix, Arizona	$122K	+$111K	1	0.2%	New
1644	GWS Glassman Wealth Services Vienna, Virginia	$120K	-$9.36K	1	0.02%	Reduced
1645	VNA Valley National Advisers Bethlehem, Pennsylvania	$119K	+$57.8K	1	0.02%	Increased
1646	RAM Ramirez Asset Management New York	$118K	+$107K	1	0.02%	New
1647	ADL Asset Dedication LLC San Francisco, California	$116K	$0	1	0.01%	Maintained
1648	CSC Caldwell Sutter Capital Sausalito, California	$111K	+$802	1	0.06%	Increased
1649	DSM Capital Partners Palm Beach Gardens, Florida	$111K	+$101K	1	0%	New
1650	FP Financial Perspectives Minneapolis, Minnesota	$108K	+$267	1	0.04%	Increased