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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
851	IFAM Institutional & Family Asset Management Fort Collins, Colorado	$47K	+$3.08K	1	0.01%	Increased
852	MSFP Mark Sheptoff Financial Planning Glastonbury, Connecticut	$47K	+$28K	1	0.03%	Increased
853	VBCG Valley Brook Capital Group Venetia, Pennsylvania	$47K	+$37.8K	1	0.05%	New
854	FP Financial Perspectives Minneapolis, Minnesota	$43.4K	+$17.1K	1	0.02%	Increased
855	CB Community Bank Dewitt, New York	$43K	$0	1	0.01%	Maintained
856	MFT Moisand Fitzgerald Tamayo Orlando, Florida	$43K	$0	1	0.02%	Maintained
857	Harvest Fund Management Beijing, China	$41K	+$33.1K	1	0%	New
858	CWM Curi Wealth Management Raleigh, North Carolina	$40K	+$32.2K	1	0.03%	New
859	Harding Loevner Bridgewater, New Jersey	$39K	+$31.1K	1	0%	New
860	HI Hudock Inc Williamsport, Pennsylvania	$39K	+$15.7K	1	0.01%	Increased
861	KLWA Kelly Lawrence W & Associates Pasadens, California	$39K	$0	1	0.02%	Maintained
862	LGWM Litman Gregory Wealth Management Larkspur, California	$39K	+$30.6K	1	0.01%	New
863	SFPG Stonebridge Financial Planning Group Orlando, Florida	$36K	$0	1	0.02%	Maintained
864	TFGT TS Financial Group (TSFG) Lake Forest, Illinois	$36K	$0	1	0.02%	Maintained
865	KFS Kelly Financial Services Braintree, Massachusetts	$35.5K	-$4.76K	1	0.02%	Reduced
866	LWM Liberty Wealth Management Oakland, California	$33K	+$280	1	0.02%	Increased
867	SL Savior LLC Wellesley Hills, Massachusetts	$33K	$0	1	0.03%	Maintained
868	SIM Sonora Investment Management Tucson, Arizona	$30K	+$9.81K	1	0%	Increased
869	CCA Column Capital Advisors Indianapolis, Indiana	$28K	$0	1	0.01%	Maintained
870	AP Atwood & Palmer Kansas City, Missouri	$27K	$0	1	0%	Maintained
871	AssetMark Inc Concord, California	$26K	+$3.36K	1	0%	Increased
872	AF Advisornet Financial Minnetonka, Minnesota	$25K	$0	1	0%	Maintained
873	POIA Pin Oak Investment Advisors Houston, Texas	$25K	$0	1	0.02%	Maintained
874	CX Institutional Auburn, Indiana	$24K	-$249K	1	0%	Reduced
875	CCA Childress Capital Advisors Houston, Texas	$23K	+$18.2K	1	0.01%	New