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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
676	HR Howe & Rusling Rochester, New York	$2K	-$49.4K	1	0%	Reduced
677	LAS Lloyd Advisory Services Suwanee, Georgia	$2K	+$2.51K	1	0%	New
678	Prime Capital Investment Advisors Overland Park, Kansas	$2K	+$1.05K	1	0%	Increased
679	SFA Semmax Financial Advisors Winston Salem, North Carolina	$2K	$0	1	0%	Maintained
680	TCI Wealth Advisors Tucson, Arizona	$2K	$0	1	0%	Maintained
681	TL TrueWealth LLC Atlanta, Georgia	$2K	$0	1	0%	Maintained
682	VNA Valley National Advisers Bethlehem, Pennsylvania	$2K	$0	1	0%	Maintained
683	VCM Versant Capital Management Phoenix, Arizona	$2K	+$2.51K	1	0%	Increased
684	EWM Elmwood Wealth Management Berkeley, California	$1.81K	+$2.09K	1	0%	New
685	RWM Raffa Wealth Management Washington, District of Columbia	$1.48K	$0	1	0%	Maintained
686	AIC Ameritas Investment Company Lincoln, Nebraska	$1K	-$4.19K	1	0%	Reduced
687	CFFP Center for Financial Planning Southfied, Michigan	$1K	+$1.68K	1	0%	New
688	CCM Cribstone Capital Management Augusta, Maine	$1K	+$838	1	0%	New
689	JFGIW Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin	$1K	$0	1	0%	Maintained
690	KPW Kore Private Wealth New York	$1K	+$838	1	0%	New
691	LSA Lion Street Advisors Austin, Texas	$1K	+$838	1	0.01%	New
692	PFBT Parkside Financial Bank & Trust Saint Louis, Missouri	$1K	+$1.89K	1	0%	New
693	PAI Pittenger & Anderson Inc Lincoin, Nebraska	$1K	$0	1	0%	Maintained
694	PO Private Ocean San Rafael, California	$1K	$0	1	0%	Maintained
695	TFO Tarbox Family Office Newport Beach, California	$1K	+$1.26K	1	0%	New
696	TIM Tortoise Investment Management White Plains, New York	$1K	$0	1	0%	Maintained
697	WAS Winch Advisory Services Appleton, Wisconsin	$1K	$0	1	0%	Maintained
698	WIM Westside Investment Management Santa Monica, California	$11	+$15.1K	1	0%	New
699	AFS Aft Forsyth & Sober Valrico, Florida	$0	-$69K	0	–	Closed
700	AIL AGF Investments LLC Toronto, Ontario, Canada	$0	-$880K	0	–	Closed