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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
1976	TYCC Texas Yale Capital Corp St. Petersburg, Florida	$629K	+$43K	1	0.01%	Increased
1977	AF Advisornet Financial Minnetonka, Minnesota	$628K	+$113K	2	0.03%	Increased
1978	BFG Beacon Financial Group Dallas, Texas	$628K	-$61.8K	1	0.06%	Reduced
1979	TA TrueWealth Advisors Birmingham, Alabama	$628K	-$652K	1	0.14%	Reduced
1980	FB First Bancorp Damariscotta, Maine	$626K	$0	1	0.25%	Maintained
1981	Hirtle Callaghan & Co West Conshohocken, Pennsylvania	$625K	+$420K	1	0.02%	New
1982	JCM Jacobsen Capital Management Salt Lake City, Utah	$625K	+$7.78K	1	0.18%	Increased
1983	WCM Windward Capital Management Los Angeles, California	$622K	-$7.55K	1	0.05%	Reduced
1984	SVCP Silicon Valley Capital Partners San Jose, California	$621K	-$171K	1	0.05%	Reduced
1985	MUMSS Mitsubishi UFJ Morgan Stanley Securities Tokyo, Japan	$619K	-$42.1K	1	1.89%	Reduced
1986	BFA Bill Few Associates Pittsburgh, Pennsylvania	$618K	$0	1	0.13%	Maintained
1987	GC Granville Capital Greensboro, North Carolina	$617K	+$7.33K	1	0.28%	Increased
1988	MA MBA Advisors Hermitage, Pennsylvania	$617K	-$13.5K	1	0.21%	Reduced
1989	TWM Thryve Wealth Management Irving, Texas	$616K	+$229	1	0.34%	Increased
1990	PCM Pennsylvania Capital Management Huntingdon Valley, Pennsylvania	$613K	+$412K	1	0.16%	New
1991	PIC Portland Investment Counsel Burlington, Ontario, Canada	$612K	$0	1	0.17%	Maintained
1992	MWM MOKAN Wealth Management Overland Park, Kansas	$612K	+$411K	1	0.23%	New
1993	PAG Powers Advisory Group Highland, Illinois	$612K	+$13.3K	1	0.19%	Increased
1994	MHWM Montz Harcus Wealth Management New Orleans, Louisiana	$611K	+$88.6K	1	0.22%	Increased
1995	SWA Serenus Wealth Advisors Santa Monica, California	$611K	$0	1	0.11%	Maintained
1996	JWM Jackson Wealth Management Lake Mary, Florida	$611K	-$2.66M	1	0.36%	Reduced
1997	CCAL City Center Advisors LLC Troy, Michigan	$607K	+$408K	1	0.49%	New
1998	DWM Daner Wealth Management Alpharetta, Georgia	$607K	+$3.89K	1	0.33%	Increased
1999	CFG Carr Financial Group Worcester, Massachusetts	$606K	+$1.83K	1	0.14%	Increased
2000	MWAM Manhattan West Asset Management Los Angeles, California	$605K	+$13K	1	0.1%	Increased