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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
1826	FCA FinTrust Capital Advisors Greenville, South Carolina	$92.2K	+$1.5K	1	0.02%	Increased
1827	CYG Clean Yield Group Norwich, Vermont	$88.5K	$0	1	0.03%	Maintained
1828	FFA First Foundation Advisors Irvine, California	$87.8K	$0	1	0%	Maintained
1829	JFG JDM Financial Group Austin, Texas	$87.5K	$0	1	0.06%	Maintained
1830	CB Chris Bulman Roseville, California	$87.5K	+$77.2K	1	0.06%	New
1831	BONH Bank of New Hampshire Laconia, New Hampshire	$84.4K	$0	1	0.02%	Maintained
1832	AF Advisornet Financial Minnetonka, Minnesota	$84.1K	-$1.79K	1	0.01%	Reduced
1833	CFO CVA Family Office Denver, Colorado	$84.1K	+$2.39K	1	0.02%	Increased
1834	Avior Wealth Management Omaha, Nebraska	$83.7K	-$35.3K	1	0%	Reduced
1835	MB Mizuho Bank Tokyo, Japan	$81.4K	+$71.8K	1	0.02%	New
1836	TSWM Tyler-Stone Wealth Management Beachwood, Ohio	$80.7K	$0	1	0.03%	Maintained
1837	Sumitomo Mitsui Financial Group Tokyo, Japan	$80.1K	+$70.3K	1	0%	New
1838	OC Oakworth Capital Birmingham, Alabama	$79K	$0	1	0.01%	Maintained
1839	PMFA Plante Moran Financial Advisors Southfield, Michigan	$78K	+$20.9K	1	0.01%	Increased
1840	A AlphaQuest New York	$75.3K	+$65.2K	1	0.01%	Increased
1841	S Sachetta Lynnfield, Massachusetts	$74.6K	-$8.08K	1	0.03%	Reduced
1842	GBT Grove Bank & Trust Miami, Florida	$71.9K	-$84.4K	1	0.01%	Reduced
1843	Salem Investment Counselors Winston Salem, North Carolina	$71.2K	-$4.19K	1	0%	Reduced
1844	First Command Advisory Services Fort Worth, Texas	$70.5K	-$5.08K	1	0%	Reduced
1845	OCM Orion Capital Management Coronado, California	$69.2K	+$15K	1	0.04%	Increased
1846	VCM Versant Capital Management Phoenix, Arizona	$68.5K	+$49.1K	1	0.02%	Increased
1847	Arax Advisory Partners Denver, Colorado	$67.5K	+$42.8K	1	0.01%	Increased
1848	CPG Cornerstone Planning Group Fairfield, New Jersey	$64.7K	-$11.1K	1	0.02%	Reduced
1849	BCMLT Beacon Capital Management LLC (Tennessee) Franklin, Tennessee	$63.4K	+$49.7K	1	0.01%	Increased
1850	IFAM Institutional & Family Asset Management Fort Collins, Colorado	$62.4K	-$3.89K	1	0.01%	Reduced