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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
2151	Thompson Siegel & Walmsley Richmond, Virginia	$203K	+$184K	1	0%	New
2152	WF WoodTrust Financial Wisconsin Rapids, Wisconsin	$203K	+$184K	1	0.03%	New
2153	RFN Redwood Financial Network Solon, Ohio	$203K	+$184K	1	0.14%	New
2154	Kestra Investment Management Austin, Texas	$202K	+$139K	1	0.01%	Increased
2155	AFA AA Financial Advisors Columbus, Ohio	$202K	+$183K	1	0.04%	New
2156	BAG Bridgewealth Advisory Group Fresno, California	$202K	+$183K	1	0.05%	New
2157	EA Ergawealth Advisors Oak Brook, Illinois	$202K	+$183K	1	0.09%	New
2158	NCM Neumann Capital Management Foster City, California	$202K	+$183K	1	0.06%	New
2159	NWWA New Wave Wealth Advisors Springdale, Arkansas	$202K	+$183K	1	0.09%	New
2160	CSC Caldwell Sutter Capital Sausalito, California	$201K	+$3.9K	1	0.09%	Increased
2161	HWA HHM Wealth Advisors Chattanooga, Tennessee	$201K	$0	1	0.02%	Maintained
2162	ATC Adirondack Trust Company Saratoga Springs, New York	$201K	-$5.57K	1	0.07%	Reduced
2163	SFG Sunburst Financial Group Vestavia Hills, Alabama	$200K	+$182K	1	0.04%	New
2164	AB Atlas Brown Louisville, Kentucky	$200K	+$182K	1	0.06%	New
2165	MS Mizuho Securities Tokyo, Japan	$199K	-$150K	1	0.72%	Reduced
2166	CWM Copia Wealth Management Bend, Oregon	$198K	-$42.9K	1	0.17%	Reduced
2167	MIM Meridiem Investment Management London, United Kingdom	$196K	$0	1	0%	Maintained
2168	GCM Gables Capital Management Miami, Florida	$196K	-$93.2K	2	0.09%	Reduced
2169	GWS Greykasell Wealth Strategies Danville, California	$196K	+$77.1K	1	0.09%	Increased
2170	HDIM Hanson & Doremus Investment Management Burlington, Vermont	$189K	+$24.7K	1	0.03%	Increased
2171	PAM Paradigm Asset Management New York	$184K	-$167K	1	0.05%	Reduced
2172	RFA Reyes Financial Architecture San Diego, California	$184K	-$26.4K	1	0.16%	Reduced
2173	CIAM Caitong International Asset Management Hong Kong	$179K	-$54.8K	2	0.13%	Reduced
2174	SOW State of Wyoming Cheyenne, Wyoming	$176K	+$89.4K	2	0.02%	Increased
2175	CFP Comprehensive Financial Planning East Petersburg, Pennsylvania	$175K	+$55.7K	1	0.14%	Increased