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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
1351	Farther Finance Advisors San Francisco, California	$41.3K	+$27.5K	1	0.01%	Increased
1352	GFWA Grey Fox Wealth Advisors Rockland, Delaware	$39.9K	+$2.88K	1	0.02%	Increased
1353	SOAMC Spirit of America Management Corp Syosset, New York	$39.9K	$0	1	0.01%	Maintained
1354	QL Quarry LP New York	$36K	-$16.3K	1	0.01%	Reduced
1355	QC Quent Capital New York	$35.2K	$0	1	0.01%	Maintained
1356	Catalyst Capital Advisors Huntington, New York	$35K	-$10.3K	1	0%	Reduced
1357	CCA Column Capital Advisors Indianapolis, Indiana	$34.8K	-$1.52K	1	0.01%	Reduced
1358	SS Sunbelt Securities Houston, Texas	$34.5K	+$30.2K	1	0.01%	New
1359	RCM Raleigh Capital Management Cary, North Carolina	$34K	+$18.3K	1	0.02%	Increased
1360	TFA Toth Financial Advisory Leesburg, Virginia	$33.2K	+$5.76K	1	0.01%	Increased
1361	AAG Armstrong Advisory Group Needham, Massachusetts	$31.2K	+$12.2K	1	0%	Increased
1362	FPFS First Personal Financial Services Charlotte, North Carolina	$30.8K	-$14.6K	1	0.01%	Reduced
1363	OCM Orion Capital Management Coronado, California	$30.8K	$0	1	0.02%	Maintained
1364	TFGT TS Financial Group (TSFG) Lake Forest, Illinois	$30K	$0	1	0.01%	Maintained
1365	AWM Avondale Wealth Management West Lake Hills, Texas	$30K	$0	1	0.03%	Maintained
1366	CCM Carderock Capital Management Chevy Chase, Maryland	$30K	+$25.4K	1	0.01%	New
1367	EL EMFO LLC Weston, Florida	$30K	$0	1	0.03%	Maintained
1368	MSFP Mark Sheptoff Financial Planning Glastonbury, Connecticut	$30K	$0	1	0.02%	Maintained
1369	PP PFS Partners Mine Hill, New Jersey	$30K	$0	1	0.03%	Maintained
1370	WOC West Oak Capital Westlake Village, California	$30K	+$25.4K	1	0.02%	New
1371	CFFP Center for Financial Planning Southfied, Michigan	$29.4K	$0	1	0.01%	Maintained
1372	OC Oakworth Capital Birmingham, Alabama	$29.4K	$0	1	0%	Maintained
1373	DAM Delta Asset Management Memphis, Tennessee	$29.2K	+$23.7K	1	0%	Increased
1374	Cohen & Steers New York	$29K	+$12.5K	1	0%	Increased
1375	MCM Manchester Capital Management Manchester, Vermont	$28.8K	$0	1	0%	Maintained