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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
2501	MWC MBM Wealth Consultants Chesterfield, Missouri	$481	+$504	1	0%	New
2502	SFS Sunrise Financial Services Burien, Washington	$481	+$504	1	0%	New
2503	UFF USA Financial Formulas Ada, Michigan	$481	$0	1	0%	Maintained
2504	3FI 3 Factor Indexing Sacramento, California	$321	+$336	1	0%	New
2505	CCC Chelsea Counsel Company Los Angeles, California	$321	$0	1	0%	Maintained
2506	FGAM Financial Gravity Asset Management Lakeway, Texas	$321	+$336	1	0%	New
2507	NF Napier Financial Braintree, Massachusetts	$321	+$336	1	0%	New
2508	RJA Ross\Johnson & Associates Plymouth, Minnesota	$321	-$336	1	0.01%	Reduced
2509	TC Trust Company Manhattan, Kansas	$321	+$336	1	0%	New
2510	CIAM Caitong International Asset Management Hong Kong	$238	+$97	1	0%	Increased
2511	GFA Godfrey Financial Associates Glenmont, New York	$160	$0	1	0%	Maintained
2512	Freestone Grove Partners San Francisco, California	$13	-$7.8M	1	0%	Reduced
2513	1C 111 Capital Paris, France	$0	-$1.03M	0	–	Closed
2514	1WM 1900 Wealth Management San Antonio, Texas	$0	-$367K	0	–	Closed
2515	5W 5T Wealth Napa, California	$0	-$489K	0	–	Closed
2516	AWA A4 Wealth Advisors Huntersville, North Carolina	$0	-$215K	0	–	Closed
2517	AWMT AAFMAA Wealth Management & Trust Fayetteville, North Carolina	$0	-$982K	0	–	Closed
2518	AFA Abacus FCF Advisors Orlando, Florida	$0	-$13.7M	0	–	Closed
2519	AA ABC Arbitrage Paris, France	$0	-$496K	0	–	Closed
2520	AHL Abel Hall LLC Baton Rouge, Louisiana	$0	-$476K	0	–	Closed
2521	AWA Acumen Wealth Advisors Chattanooga, Tennessee	$0	-$8.66K	0	–	Closed
2522	AF AGP Franklin Franklin, Tennessee	$0	-$1.12M	0	–	Closed
2523	AGAM AK Global Asset Management Oakland, California	$0	-$1.63M	0	–	Closed
2524	AF Aldebaran Financial	$0	-$236K	0	–	Closed
2525	AFGAS Allegiance Financial Group Advisory Services Vienna, Virginia	$0	-$232K	0	–	Closed