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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
1001	SW SkyOak Wealth Southfield, Michigan	$339K	+$293K	1	0.09%	New
1002	AG Ascent Group Virginia Beach, Virginia	$338K	+$21.5K	1	0.04%	Increased
1003	GSWM Golden State Wealth Management Santa Ana, California	$336K	-$151K	1	0.07%	Reduced
1004	SDWIA Schwarz Dygos Wheeler Investment Advisors Minneapolis, Minnesota	$336K	+$40.3K	1	0.11%	Increased
1005	HH Hilltop Holdings Dallas, Texas	$332K	-$3.76K	1	0.04%	Reduced
1006	SGK Steigerwald Gordon & Koch Leesburg, Virginia	$327K	$0	1	0.05%	Maintained
1007	Stonegate Investment Group Birmingham, Alabama	$325K	-$54.2K	1	0.01%	Reduced
1008	PMG ProVise Management Group Clearwater, Florida	$324K	+$279K	1	0.03%	New
1009	BIM Baldwin Investment Management West Conshohocken, Pennsylvania	$322K	+$278K	1	0.05%	New
1010	DI Diligent Investors Redlands, California	$321K	$0	1	0.09%	Maintained
1011	First Merchants Corp Muncie, Indiana	$321K	$0	1	0.03%	Maintained
1012	HB Wealth Management Atlanta, Georgia	$321K	+$59.6K	1	0.01%	Increased
1013	DRW Securities Chicago, Illinois	$319K	+$275K	1	0.01%	New
1014	CWM CCG Wealth Management San Diego, California	$316K	-$1.61K	1	0.15%	Reduced
1015	WAP Wealthcare Advisory Partners West Chester, Pennsylvania	$316K	+$12.9K	1	0.02%	Increased
1016	TCM Tandem Capital Management Woodcliff Lake, New Jersey	$314K	+$295K	1	0.22%	New
1017	AWA Arete Wealth Advisors Chicago, Illinois	$313K	+$22.6K	1	0.03%	Increased
1018	APW Austin Private Wealth Austin, Texas	$311K	-$12.9K	1	0.06%	Reduced
1019	BOTW Bank of the West Monterey Park, California	$311K	$0	1	0.03%	Maintained
1020	HCMT Highland Capital Management (Tennessee) Memphis, Tennessee	$311K	+$269K	1	0.02%	New
1021	RVPG Relative Value Partners Group	$311K	+$269K	1	0.02%	New
1022	RWA Ropes Wealth Advisors Boston, Massachusetts	$311K	$0	1	0.05%	Maintained
1023	TFA Trinity Financial Advisors Columbus, Ohio	$311K	$0	1	0.19%	Maintained
1024	VCM Vigilant Capital Management Portland, Maine	$311K	$0	1	0.02%	Maintained
1025	CP CenterBook Partners Greenwich, Connecticut	$310K	+$267K	1	0.11%	New