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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
2251	FIA FNY Investment Advisers New York	$133K	+$127K	1	0.04%	New
2252	PC Promus Capital Chicago, Illinois	$128K	$0	1	0.08%	Maintained
2253	FCG Financial Connections Group Corte Madera, California	$128K	$0	1	0.05%	Maintained
2254	WPA Wealth Preservation Advisors Chattanooga, Tennessee	$126K	$0	1	0.07%	Maintained
2255	AFWM Abich Financial Wealth Management Ashburn, Virginia	$126K	+$118K	1	0.04%	New
2256	TFA Toth Financial Advisory Leesburg, Virginia	$119K	$0	1	0.01%	Maintained
2257	PWM Proathlete Wealth Management Boca Raton, Florida	$118K	-$957	1	0.03%	Reduced
2258	SHIM Stone House Investment Management Tunkhannock, Pennsylvania	$116K	+$383	1	0.02%	Increased
2259	TWD True Wealth Design Akron, Ohio	$115K	+$21.1K	1	0.04%	Increased
2260	UCB United Community Bank Greenville, South Carolina	$111K	+$31.6K	1	0.03%	Increased
2261	JFG JDM Financial Group Austin, Texas	$110K	+$5.74K	1	0.05%	Increased
2262	EFMH E Fund Management (HK) Central, Hong Kong	$110K	+$39.8K	1	0.07%	Increased
2263	CYG Clean Yield Group Norwich, Vermont	$109K	$0	1	0.03%	Maintained
2264	IWM IMG Wealth Management Jacksonville, Florida	$105K	+$6.51K	1	0.07%	Increased
2265	Manning & Napier Advisors Fairport, New York	$105K	+$99.2K	1	0%	New
2266	KSWA Kathleen S. Wright Associates Pittsburgh, Pennsylvania	$105K	$0	1	0.04%	Maintained
2267	SSG Summit Securities Group New York	$105K	+$98.8K	1	0.02%	New
2268	Loomis, Sayles & Company Boston, Massachusetts	$104K	+$25.7K	2	0%	Increased
2269	RFA Reyes Financial Architecture San Diego, California	$103K	-$74.7K	1	0.07%	Reduced
2270	RPA Redwood Park Advisors Redwood City, California	$101K	$0	1	0.07%	Maintained
2271	TFM TFC Financial Management Boston, Massachusetts	$96.9K	$0	1	0.01%	Maintained
2272	PMFA Plante Moran Financial Advisors Southfield, Michigan	$95.7K	-$28.3K	1	0.01%	Reduced
2273	S Sachetta Lynnfield, Massachusetts	$94.9K	+$3.83K	1	0.04%	Increased
2274	GBT Grove Bank & Trust Miami, Florida	$93.9K	$0	1	0.01%	Maintained
2275	OCM Orion Capital Management Coronado, California	$93.2K	$0	1	0.03%	Maintained