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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
1276	GDP Great Diamond Partners Portland, Maine	$312K	-$26.3K	1	0.08%	Reduced
1277	WDA Wendell David Associates Portsmouth, New Hampshire	$312K	+$315K	1	0.04%	New
1278	FFA First Foundation Advisors Irvine, California	$311K	-$7.81K	1	0.01%	Reduced
1279	Empower Advisory Group Greenwood Village, Colorado	$310K	+$8.76K	1	0%	Increased
1280	Delta Accumulation LLC Sausalito, California	$309K	$0	1	0.07%	Maintained
1281	CCP Carmel Capital Partners San Diego, California	$307K	+$38.3K	1	0.14%	Increased
1282	BWA Blodgett Wealth Advisors Concord, California	$305K	+$94.7K	1	0.33%	Increased
1283	UBV United Bank (Virginia) Vienna, Virginia	$305K	-$104K	1	0.04%	Reduced
1284	NL NWAM LLC Mercer Island, Washington	$304K	+$5.21K	1	0.03%	Increased
1285	1WA 180 Wealth Advisors Federal Way, Washington	$304K	-$1.66K	1	0.07%	Reduced
1286	AWM Angeles Wealth Management Santa Monica, California	$303K	+$33.8K	1	0.04%	Increased
1287	LCM Liberty Capital Management Birmingham, Michigan	$303K	+$306K	1	0.09%	New
1288	QC QCM Cayman Houston, Texas	$303K	+$306K	1	1.97%	New
1289	PL Parkwood LLC Cleveland, Ohio	$302K	+$305K	1	0.03%	New
1290	One Capital Management Westlake Village, California	$299K	-$27.9K	1	0.01%	Reduced
1291	CWP Concord Wealth Partners Abingdon, Virginia	$299K	+$198K	1	0.06%	Increased
1292	FDS First Dallas Securities Dallas, Texas	$299K	+$302K	1	0.07%	New
1293	SFO Stokes Family Office New Orleans, Louisiana	$298K	+$3.55K	1	0.04%	Increased
1294	Cassaday & Co Wealth Management Mclean, Virginia	$298K	+$4.26K	1	0.01%	Increased
1295	Daymark Wealth Partners Cincinnati, Ohio	$296K	-$46.4K	1	0.02%	Reduced
1296	CI Ceera Investments Bellaire, Texas	$293K	$0	1	0.16%	Maintained
1297	SGA Seaport Global Advisors Boston, Massachusetts	$292K	-$45.9K	1	0.88%	Reduced
1298	MIS Morningstar Investment Services Chicago, Illinois	$290K	+$12.8K	1	0%	Increased
1299	PWA Phoenix Wealth Advisors Chapel Hill, North Carolina	$288K	-$321K	1	0.17%	Reduced
1300	SFG Sather Financial Group Victoria, Texas	$288K	+$42.4K	1	0.02%	Increased