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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
1451	LPAM Lodestar Private Asset Management Alamo, California	$354K	+$15.8K	1	0.05%	Increased
1452	CWM Concentrum Wealth Management San Jose, California	$353K	+$126K	1	0.16%	Increased
1453	SAM Sequent Asset Management Houston, Texas	$352K	$0	1	0.19%	Maintained
1454	SFG Sather Financial Group Victoria, Texas	$351K	$0	1	0.03%	Maintained
1455	Fifth Third Wealth Advisors Cincinnati, Ohio	$351K	+$63.1K	1	0.05%	Increased
1456	SWRP Summit Wealth & Retirement Planning San Ramon, California	$351K	-$22.7K	1	0.13%	Reduced
1457	IPAM Investment Partners Asset Management Metuchen, New Jersey	$350K	+$388K	1	0.32%	New
1458	HIM Hanlon Investment Management Egg Harbor Township, New Jersey	$349K	+$387K	1	0.11%	New
1459	PWA Phoenix Wealth Advisors Chapel Hill, North Carolina	$348K	+$315	1	0.21%	Increased
1460	CFP Cascade Financial Partners San Diego, California	$348K	+$393K	1	0.05%	New
1461	Obermeyer Wealth Partners Aspen, Colorado	$347K	+$4.1K	1	0.02%	Increased
1462	BCM Bluefin Capital Management New York	$346K	+$385K	1	0.05%	New
1463	KMWM Keudell/Morrison Wealth Management Salem, Oregon	$346K	+$946	1	0.1%	Increased
1464	AWM Accurate Wealth Management Wesley Chapel, Florida	$344K	+$43.9K	1	0.1%	Increased
1465	ABP Arthur B. Page	$343K	$0	1	0.35%	Maintained
1466	CCG Catalina Capital Group Torrance, California	$342K	+$143K	1	0.14%	Increased
1467	PD Planning Directions Glen Mills, Pennsylvania	$342K	-$55.2K	1	0.24%	Reduced
1468	SA Strategic Advisors New York	$341K	-$18.9K	1	0.07%	Reduced
1469	ET Equitable Trust Nashville, Tennessee	$341K	+$379K	1	0.02%	New
1470	NAMP NorthStar Asset Management (Pennsylvania) Blue Bell, Pennsylvania	$341K	$0	1	0.08%	Maintained
1471	SBWIC Schaper Benz & Wise Investment Counsel Neenah, Wisconsin	$341K	+$379K	1	0.03%	New
1472	SG Sienna Gestion Paris, France	$340K	+$378K	1	0.03%	New
1473	JWM Jessup Wealth Management Dayton, Ohio	$340K	+$61.8K	1	0.15%	Increased
1474	MWM Mattern Wealth Management Lawrence, Kansas	$340K	+$377K	1	0.08%	New
1475	OIA Optimum Investment Advisors Chicago, Illinois	$340K	+$6.31K	1	0.16%	Increased