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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
1701	VNA Valley National Advisers Bethlehem, Pennsylvania	$121K	+$7.26K	1	0.02%	Increased
1702	JFGIW Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin	$118K	+$15.8K	1	0.01%	Increased
1703	GCM Gables Capital Management Miami, Florida	$114K	+$126K	1	0.06%	New
1704	RAM Ramirez Asset Management New York	$114K	$0	1	0.02%	Maintained
1705	IGWM ICA Group Wealth Management Denver, Colorado	$109K	+$88.3K	1	0.02%	Increased
1706	DSM Capital Partners Palm Beach Gardens, Florida	$107K	$0	1	0%	Maintained
1707	SHIM Stone House Investment Management Tunkhannock, Pennsylvania	$105K	+$117K	1	0.02%	New
1708	FP Financial Perspectives Minneapolis, Minnesota	$104K	-$315	1	0.04%	Reduced
1709	Avior Wealth Management Omaha, Nebraska	$104K	+$70.4K	1	0%	Increased
1710	PWA Provenance Wealth Advisors Fort Lauderdale, Florida	$101K	+$63.7K	1	0.01%	Increased
1711	NCM Northwest Capital Management Lake Oswego, Oregon	$101K	+$17.4K	1	0.03%	Increased
1712	ATC Advantage Trust Company Salina, Kansas	$99.4K	$0	1	0.07%	Maintained
1713	CAM Costello Asset Management Feasterville, Pennsylvania	$99.4K	+$110K	1	0.07%	New
1714	Blue Trust Inc Alpharetta, Georgia	$98.6K	-$102K	1	0%	Reduced
1715	SL Salomon & Ludwin Richmond, Virginia	$97.5K	-$5.36K	1	0.01%	Reduced
1716	KFS Kelly Financial Services Braintree, Massachusetts	$96K	-$315	1	0.04%	Reduced
1717	CP Castleview Partners Dallas, Texas	$94K	+$7.89K	1	0.05%	Increased
1718	Kayne Anderson Rudnick Investment Management Los Angeles, California	$91.8K	+$1.26K	1	0%	Increased
1719	MHR Matthew Hamilton Rosenberg	$88.9K	$0	1	0.03%	Maintained
1720	MFF Mango Five Family Reno, Nevada	$85.2K	$0	1	0.03%	Maintained
1721	OPTFSNA Old Point Trust & Financial Services N A Newport News, Virginia	$85.2K	+$94.6K	1	0.03%	New
1722	HGERS Householder Group Estate & Retirement Specialist Scottsdale, Arizona	$84.1K	+$19.9K	1	0.03%	Increased
1723	GA GoalVest Advisory New York	$82.4K	+$5.99K	1	0.03%	Increased
1724	TFA Toth Financial Advisory Leesburg, Virginia	$81K	+$23K	1	0.01%	Increased
1725	Catalyst Capital Advisors Huntington, New York	$80.7K	-$946	1	0%	Reduced