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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
2751	SAM Sherman Asset Management Ventura, California	$110K	-$258K	1	0.09%	Reduced
2752	AW Avion Wealth The Woodlands, Texas	$109K	-$6.18K	1	0.02%	Reduced
2753	AP Aspect Partners Fairfax, Virginia	$109K	-$2.29K	1	0.04%	Reduced
2754	GWM Gilpin Wealth Management Denver, Colorado	$108K	$0	1	0.07%	Maintained
2755	FFO Fortitude Family Office Scottsdale, Arizona	$108K	-$2.98K	1	0.02%	Reduced
2756	CWP Concord Wealth Partners Abingdon, Virginia	$106K	-$2.16M	1	0.01%	Reduced
2757	LWM Lodestone Wealth Management Spokane, Washington	$105K	$0	1	0.04%	Maintained
2758	HPBT Hickory Point Bank & Trust Decatur, Illinois	$102K	-$45.8K	1	0.06%	Reduced
2759	MSFP Mark Sheptoff Financial Planning Glastonbury, Connecticut	$102K	$0	1	0.05%	Maintained
2760	PP PFS Partners Mine Hill, New Jersey	$102K	$0	1	0.04%	Maintained
2761	CFFP Center for Financial Planning Southfied, Michigan	$100K	$0	1	0.01%	Maintained
2762	KPP Kings Path Partners Sugar Land, Texas	$98.2K	$0	1	0.03%	Maintained
2763	FPF First Pacific Financial Vancouver, Washington	$97.9K	+$11.2K	1	0.01%	Increased
2764	PP Pingora Partners Wilson, Wyoming	$95.5K	$0	1	0.06%	Maintained
2765	DMBA Deseret Mutual Benefit Administrators Salt Lake City, Utah	$93.1K	+$8.47K	1	0.03%	Increased
2766	MP McDonald Partners Cleveland, Ohio	$92.1K	+$61.8K	1	0.02%	New
2767	PF PlanVest Financial Gaithersburg, Maryland	$92.1K	+$61.8K	1	0.06%	New
2768	UIC Uniplan Investment Counsel Milwaukee, Wisconsin	$91.1K	+$61.1K	1	0.01%	New
2769	HNW High Note Wealth Deephaven, Minnesota	$90.4K	+$14.2K	1	0.02%	Increased
2770	DCM Disciplina Capital Management Nashville, Tennessee	$89K	-$16.9K	1	0.01%	Reduced
2771	KFP Kerr Financial Planning Fresno, California	$88.8K	$0	1	0.1%	Maintained
2772	JSAM J. Safra Asset Management New York	$88.7K	$0	1	0%	Maintained
2773	RWM Raffa Wealth Management Washington, District of Columbia	$88.7K	+$25.2K	1	0.01%	Increased
2774	OWP ORG Wealth Partners Dallas, Texas	$86.3K	-$21.1K	1	0.01%	Reduced
2775	HC Hara Capital Bellevue, Washington	$85.3K	$0	1	0.05%	Maintained