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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
2701	IP Isthmus Partners Madison, Wisconsin	$201K	+$135K	1	0.02%	New
2702	RRMM Regatta Research & Money Management Metairie, Louisiana	$201K	+$135K	1	0.19%	New
2703	LJAC L.J. Altfest & Co New York	$201K	+$135K	1	0.02%	New
2704	AA Ahara Advisors Jersey City, New Jersey	$201K	+$135K	1	0.14%	New
2705	PWM Proathlete Wealth Management Boca Raton, Florida	$199K	+$916	1	0.05%	Increased
2706	BG Bollard Group Boston, Massachusetts	$199K	+$21.7K	1	0.01%	Increased
2707	JWA JFS Wealth Advisors Hermitage, Pennsylvania	$198K	+$687	1	0.01%	Increased
2708	GEA Glen Eagle Advisors Kingston, New Jersey	$196K	-$10.3K	1	0.02%	Reduced
2709	IAAG Innovative Asset Advisors Group Shelton, Connecticut	$195K	-$27.5K	1	0.09%	Reduced
2710	AF Align Financial Hermantown, Minnesota	$194K	$0	1	0.1%	Maintained
2711	WPA West Paces Advisors Atlanta, Georgia	$192K	+$129K	2	0.03%	New
2712	GIA GHP Investment Advisors Denver, Colorado	$191K	-$45.8K	1	0.01%	Reduced
2713	RCSA REYL & Cie S.A. Geneva, Switzerland	$186K	+$265K	1	0.21%	New
2714	First Command Advisory Services Fort Worth, Texas	$186K	+$26.1K	1	0%	Increased
2715	OM OV Management Minneapolis, Minnesota	$186K	-$1.14K	1	0.35%	Reduced
2716	WAU Wellington-Altus USA Winnipeg, Manitoba, Manitoba, Canada	$181K	+$34.3K	2	0.13%	Increased
2717	OCWP Owl Creek Wealth Partners Denver, Colorado	$180K	+$15K	2	0.05%	Increased
2718	CSB City State Bank Norwalk, Iowa	$177K	+$24K	1	0.04%	Increased
2719	FRM Fox Run Management Greenwich, Connecticut	$169K	+$157K	1	0.03%	New
2720	P Palladiem Bryn Mawr, Pennsylvania	$168K	$0	2	0.16%	Maintained
2721	AEPWM Atlantic Edge Private Wealth Management Jacksonville, Florida	$164K	+$15.6K	1	0.03%	Increased
2722	RP Rowlandmiller & Partners Atlanta, Georgia	$160K	+$108K	1	0.03%	New
2723	TFA Toth Financial Advisory Leesburg, Virginia	$156K	+$2.06K	1	0.02%	Increased
2724	DFA DHJJ Financial Advisors Naperville, Illinois	$152K	$0	1	0.04%	Maintained
2725	PWMA Pension & Wealth Management Advisors Waltham, Massachusetts	$152K	+$38.9K	1	0.04%	Increased