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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
2801	FFA Frazier Financial Advisors Columbus, Ohio	$65.5K	-$4.58K	1	0.03%	Reduced
2802	PP Pacifica Partners Surrey, Canada	$64.7K	$0	1	0.02%	Maintained
2803	CAL Capital Advisors Ltd Shaker Heights, Ohio	$64K	-$10.8K	1	0.01%	Reduced
2804	CMBA C.M. Bidwell & Associates Honolulu, Hawaii	$62.1K	$0	1	0.03%	Maintained
2805	OAG Oakmont Advisory Group Albuquerque, New Mexico	$62K	+$41.7K	1	0.05%	New
2806	HFS Horizon Financial Services Winston Salem, North Carolina	$59.7K	+$13.7K	1	0.02%	Increased
2807	CMA Cedar Mountain Advisors Lake Oswego, Oregon	$56.6K	-$916	1	0.01%	Reduced
2808	EWM Evolution Wealth Management Fort Myers, Florida	$55.9K	+$7.55K	1	0.03%	Increased
2809	SOW State of Wyoming Cheyenne, Wyoming	$55.9K	+$52K	1	0.01%	New
2810	DF DecisionPoint Financial Mesa, Arizona	$54.9K	+$229	1	0.01%	Increased
2811	AW Ankerstar Wealth Leander, Texas	$54.9K	+$9.16K	1	0.05%	Increased
2812	CJ Caitlin John Brighton, Michigan	$54.6K	$0	1	0.03%	Maintained
2813	BIM Bullseye Investment Management Cincinnati, Ohio	$54.6K	$0	1	0.03%	Maintained
2814	LFASL Lugano Financial Advisors SA (LFA) Lugano, Switzerland	$54.6K	+$36.6K	1	0.03%	New
2815	MAM Marquette Asset Management Minneapolis, Minnesota	$52.2K	+$25.5K	1	0.01%	Increased
2816	UFF USA Financial Formulas Ada, Michigan	$52.2K	+$34.3K	1	0.01%	Increased
2817	FIM FWL Investment Management Dallas, Texas	$51.8K	+$7.33K	1	0.01%	Increased
2818	MIM MTM Investment Management Spartanburg, South Carolina	$51.2K	$0	1	0.01%	Maintained
2819	OSNBOA Old Second National Bank of Aurora Aurora, Illinois	$51.2K	$0	1	0.01%	Maintained
2820	PFO Pioneer Family Office North Miami Beach, Florida	$51.2K	$0	1	0.03%	Maintained
2821	WT WHI Trust Chicago, Illinois	$51.2K	$0	1	0.03%	Maintained
2822	RWM Rialto Wealth Management Syracuse, New York	$50.1K	+$2.75K	1	0.01%	Increased
2823	FNWA Financial Network Wealth Advisors Murray, Utah	$48.8K	+$14.2K	1	0.05%	Increased
2824	MIM Marshall Investment Management Littleton, Colorado	$48.8K	$0	1	0.02%	Maintained
2825	Walleye Capital New York	$48.4K	-$1.87M	1	0%	Reduced