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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
1301	Forum Financial Management Lombard, Illinois	$460K	+$26.7K	1	0.01%	Increased
1302	OC Opinicus Capital Tampa, Florida	$458K	+$416K	1	0.47%	New
1303	Citadel Advisors Miami, Florida	$457K	-$642M	1	0%	Reduced
1304	EWM Evermay Wealth Management Arlington, Virginia	$456K	+$392K	1	0.08%	Increased
1305	BFIC Bedell Frazier Investment Counselling Walnut Creek, California	$456K	+$413K	1	0.13%	New
1306	WW Westshore Wealth Newport Beach, California	$454K	+$2.41K	1	0.21%	Increased
1307	AFG Alterity Financial Group Bangor, Maine	$452K	-$36.1K	1	0.65%	Reduced
1308	BP BBR Partners New York	$452K	+$410K	1	0.05%	New
1309	WQ Wealth Quarterback Toms River, New Jersey	$451K	-$27.5K	1	0.28%	Reduced
1310	Cassaday & Co Wealth Management Mclean, Virginia	$450K	+$69K	1	0.02%	Increased
1311	APWM Argonautica Private Wealth Management Wellesley, Massachusetts	$450K	+$9.09K	1	0.18%	Increased
1312	GB Goepper Burkhardt Greenville, South Carolina	$448K	+$318K	1	0.22%	New
1313	PGWM Parisi Gray Wealth Management Mendham, New Jersey	$448K	+$8.82K	1	0.18%	Increased
1314	SG StoneX Group New York	$446K	+$404K	1	0.04%	New
1315	VWM Vigilare Wealth Management Scottsdale, Arizona	$445K	-$25.4K	1	0.23%	Reduced
1316	Harbour Investments Madison, Wisconsin	$445K	-$15.5K	1	0.02%	Reduced
1317	SSWM Strait & Sound Wealth Management San Francisco, California	$445K	$0	1	0.28%	Maintained
1318	HB HTLF Bank Denver, Colorado	$444K	+$403K	1	0.05%	New
1319	WWM Wolff Wiese Magana Carslbad, California	$443K	-$141K	1	0.42%	Reduced
1320	NSIM North Star Investment Management Chicago, Illinois	$442K	$0	1	0.03%	Maintained
1321	GIM Groesbeck Investment Management Paramus, New Jersey	$441K	+$111K	1	0.61%	Increased
1322	SWP Semus Wealth Partners Boca Raton, Florida	$437K	+$26.2K	1	0.36%	Increased
1323	AIA Group Hong Kong	$433K	-$159K	1	0.02%	Reduced
1324	RCA Ranch Capital Advisors Sarasota, Florida	$430K	+$390K	1	0.27%	New
1325	AP AtonRa Partners Geneva, Switzerland	$428K	-$59.1K	1	0.85%	Reduced