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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
1376	Daymark Wealth Partners Cincinnati, Ohio	$374K	+$1.34K	1	0.02%	Increased
1377	SAM Secure Asset Management Troy, Michigan	$373K	+$338K	1	0.1%	New
1378	SA Strategic Advisors New York	$372K	+$64.7K	1	0.07%	Increased
1379	RFS Richardson Financial Services Medway, Massachusetts	$372K	+$337K	1	0.33%	New
1380	ASGS Alpha Square Group S New York	$369K	+$66.9K	1	0.43%	Increased
1381	CI Ceera Investments Bellaire, Texas	$369K	$0	1	0.17%	Maintained
1382	FAM Flaharty Asset Management Clearwater, Florida	$366K	+$17.4K	1	0.06%	Increased
1383	OFI Invest Asset Management Paris, France	$366K	+$336K	1	0.01%	Increased
1384	SAM Sequent Asset Management Houston, Texas	$365K	+$331K	1	0.21%	New
1385	SFG Sather Financial Group Victoria, Texas	$364K	+$1.6K	1	0.03%	Increased
1386	OWA Octavia Wealth Advisors Cincinnati, Ohio	$364K	+$93.3K	1	0.06%	Increased
1387	CC Callan Capital La Jolla, California	$361K	-$54.3K	1	0.03%	Reduced
1388	GFS GYL Financial Synergies West Hartford, Connecticut	$361K	-$129K	1	0.03%	Reduced
1389	NRI NFP Retirement Inc Aliso Viejo, California	$361K	+$8.82K	1	0.06%	Increased
1390	GAG GM Advisory Group Melville, New York	$360K	+$326K	1	0.03%	New
1391	1WA 180 Wealth Advisors Federal Way, Washington	$360K	-$13.4K	1	0.07%	Reduced
1392	KMWM Keudell/Morrison Wealth Management Salem, Oregon	$358K	+$324K	1	0.12%	New
1393	Obermeyer Wealth Partners Aspen, Colorado	$357K	+$2.67K	1	0.02%	Increased
1394	BC Barrett & Company Providence, Rhode Island	$356K	+$50.3K	1	0.19%	Increased
1395	AWM Accurate Wealth Management Wesley Chapel, Florida	$356K	+$70.6K	1	0.11%	Increased
1396	ABP Arthur B. Page	$356K	$0	1	0.38%	Maintained
1397	FDS First Dallas Securities Dallas, Texas	$354K	-$20.6K	1	0.18%	Reduced
1398	NAMP NorthStar Asset Management (Pennsylvania) Blue Bell, Pennsylvania	$354K	$0	1	0.09%	Maintained
1399	Wolverine Asset Management Chicago, Illinois	$354K	$0	1	0%	Maintained
1400	PWA Phoenix Wealth Advisors Chapel Hill, North Carolina	$354K	-$1.6K	1	0.25%	Reduced