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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
1101	FMN Financial Management Network Mission Viejo, California	$544K	+$2.6K	1	0.18%	Increased
1102	Global Retirement Partners San Rafael, California	$542K	+$75.3K	1	0.03%	Increased
1103	1W 1776 Wealth Atlanta, Georgia	$541K	$0	1	0.29%	Maintained
1104	MCC Money Concepts Capital Palm Beach Gardens, Florida	$540K	+$148K	1	0.06%	Increased
1105	EW Evoke Wealth Los Angeles, California	$537K	+$11.8K	1	0.02%	Increased
1106	AMCA Arthur M. Cohen & Associates Northbrook, Illinois	$536K	$0	1	0.14%	Maintained
1107	Fayez Sarofim & Co Houston, Texas	$535K	+$1.89K	1	0%	Increased
1108	DFG Delta Financial Group Basking Ridge, New Jersey	$528K	+$533K	1	0.18%	New
1109	PVM Palogic Value Management Dallas, Texas	$527K	$0	1	0.25%	Maintained
1110	VCM Virtue Capital Management Brentwood, Tennessee	$527K	$0	1	0.09%	Maintained
1111	CB CNB Bank Clearfield, Pennsylvania	$525K	+$32.4K	1	0.31%	Increased
1112	WCA Westover Capital Advisors Wilmington, Delaware	$524K	-$20.1K	1	0.19%	Reduced
1113	PCM Prelude Capital Management New York	$519K	-$528K	1	0.03%	Reduced
1114	CWM C2C Wealth Management Scottsdale, Arizona	$518K	-$1.42K	1	0.07%	Reduced
1115	Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts	$516K	$0	1	0.01%	Maintained
1116	Quadrant Capital Group Cincinnati, Ohio	$515K	+$106K	1	0.05%	Increased
1117	MA MJP Associates Farmington, Connecticut	$514K	+$240K	1	0.15%	Increased
1118	Atomi Financial Group New York	$511K	+$516K	1	0.17%	New
1119	FC Forte Capital Rochester, New York	$511K	+$202K	1	0.08%	Increased
1120	Allworth Financial Folsom, California	$510K	+$5.44K	1	0%	Increased
1121	Simon Quick Advisors Morristown, New Jersey	$509K	-$195K	1	0.05%	Reduced
1122	PWM Palumbo Wealth Management Great Neck, New York	$509K	+$513K	1	0.28%	New
1123	DF Donoghue Forlines Boston, Massachusetts	$508K	-$83.5K	1	0.18%	Reduced
1124	CWM Cahaba Wealth Management Atlanta, Georgia	$506K	+$511K	1	0.06%	New
1125	AIM Aspen Investment Management Grand Rapids, Michigan	$506K	+$511K	1	0.31%	New