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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
2076	PP PrairieView Partners St. Paul, Minnesota	$109K	$0	1	0.01%	Maintained
2077	TFA Toth Financial Advisory Leesburg, Virginia	$106K	$0	1	0.01%	Maintained
2078	JFG JDM Financial Group Austin, Texas	$103K	-$38.5K	1	0.05%	Reduced
2079	CFP Comprehensive Financial Planning East Petersburg, Pennsylvania	$101K	+$105K	1	0.09%	New
2080	BIA Bell Investment Advisors Oakland, California	$100K	+$378	1	0.02%	Increased
2081	AP Atwood & Palmer Kansas City, Missouri	$99.4K	$0	1	0.01%	Maintained
2082	Salem Investment Counselors Winston Salem, North Carolina	$98.3K	+$22.7K	1	0%	Increased
2083	CYG Clean Yield Group Norwich, Vermont	$97.2K	$0	1	0.03%	Maintained
2084	HGERS Householder Group Estate & Retirement Specialist Scottsdale, Arizona	$97K	-$102K	1	0.07%	Reduced
2085	KSWA Kathleen S. Wright Associates Pittsburgh, Pennsylvania	$93.9K	$0	1	0.04%	Maintained
2086	GBT Grove Bank & Trust Miami, Florida	$93.2K	+$1.89K	1	0.01%	Increased
2087	QL Quarry LP New York	$93K	-$68.6K	1	0.01%	Reduced
2088	MWA Medallion Wealth Advisors Farmington, Connecticut	$92.4K	+$97.5K	1	0.05%	New
2089	ATC Adirondack Trust Company Saratoga Springs, New York	$91.9K	-$95.4K	1	0.04%	Reduced
2090	WPA West Paces Advisors Atlanta, Georgia	$91.3K	+$94.5K	1	0.02%	Increased
2091	OC Oakworth Capital Birmingham, Alabama	$91K	-$756	1	0.01%	Reduced
2092	RPA Redwood Park Advisors Redwood City, California	$90.6K	+$94.1K	1	0.06%	New
2093	TFM TFC Financial Management Boston, Massachusetts	$88.6K	-$9.63K	1	0.01%	Reduced
2094	JSAM J. Safra Asset Management New York	$88.4K	+$38.5K	1	0.01%	Increased
2095	MB Mizuho Bank Tokyo, Japan	$87.3K	+$90.7K	1	0.02%	New
2096	HFM Hartford Financial Management Hartford, Connecticut	$83.3K	$0	1	0.02%	Maintained
2097	VNA Valley National Advisers Bethlehem, Pennsylvania	$82K	+$1.13K	1	0.01%	Increased
2098	JFGIW Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin	$79.7K	-$120K	1	0%	Reduced
2099	PMFA Plante Moran Financial Advisors Southfield, Michigan	$78.6K	$0	1	0.01%	Maintained
2100	S Sachetta Lynnfield, Massachusetts	$78.6K	+$378	1	0.03%	Increased