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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
1401	SFG Sterling Financial Group Pasadena, California	$354K	+$4.55K	1	0.21%	Increased
1402	PCOC Power Corp of Canada Montreal, Quebec, Canada	$353K	+$320K	1	0.04%	New
1403	LPAM Lodestar Private Asset Management Alamo, California	$353K	-$3.74K	1	0.05%	Reduced
1404	Conning Inc Hartford, Connecticut	$353K	+$320K	1	0.01%	New
1405	NIC Northwest Investment Counselors Lake Oswego, Oregon	$349K	+$3.74K	1	0.09%	Increased
1406	FWM FFT Wealth Management Philadelphia, Pennsylvania	$349K	+$16.3K	1	0.03%	Increased
1407	GG Greenwood Gearhart Fayetteville, Arkansas	$347K	-$6.15K	1	0.04%	Reduced
1408	OIA Optimum Investment Advisors Chicago, Illinois	$346K	-$6.68K	1	0.17%	Reduced
1409	GDP Great Diamond Partners Portland, Maine	$344K	-$43.6K	1	0.08%	Reduced
1410	SP Symmetry Partners Glastonbury, Connecticut	$344K	+$20.6K	1	0.02%	Increased
1411	Allstate Corporation Northbrook, Illinois	$343K	-$11.5K	1	0.02%	Reduced
1412	AWM Aviso Wealth Management Bellevue, Washington	$342K	+$310K	1	0.25%	New
1413	HI Hudock Inc Williamsport, Pennsylvania	$342K	$0	1	0.07%	Maintained
1414	Sax Wealth Advisors Parsippany, New Jersey	$342K	$0	1	0.06%	Maintained
1415	RCAG Rehmann Capital Advisory Group Lansing, Michigan	$341K	+$35.3K	1	0.03%	Increased
1416	TSW Three Seasons Wealth Salt Lake City, Utah	$341K	+$309K	1	0.3%	New
1417	MAP Moody Aldrich Partners Marblehead, Massachusetts	$341K	$0	1	0.06%	Maintained
1418	CCP Carmel Capital Partners San Diego, California	$340K	-$41.7K	1	0.17%	Reduced
1419	AMG National Trust Bank Greenwood Village, Colorado	$339K	+$4.81K	1	0.01%	Increased
1420	CCA Checchi Capital Advisers Beverly Hills, California	$339K	+$59.4K	1	0.03%	Increased
1421	EWA Emergent Wealth Advisors Williamsville, New York	$338K	+$307K	1	0.32%	New
1422	AT American Trust Lexington, Kentucky	$337K	-$86.6K	1	0.02%	Reduced
1423	CWMGP Capstone Wealth Management Group (Pennsylvania) Clarks Green, Pennsylvania	$337K	+$306K	1	0.32%	New
1424	Delta Accumulation LLC Sausalito, California	$337K	$0	1	0.05%	Maintained
1425	HAS HBW Advisory Services Simi Valley, California	$337K	+$7.75K	1	0.06%	Increased