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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
1501	GGS Galvin Gaustad & Stein Scottsdale, Arizona	$1.64M	-$245K	1	0.12%	Reduced
1502	APFP Action Point Financial Planning Grand Rapids, Michigan	$1.64M	+$1.07M	1	0.17%	New
1503	VWM Valley Wealth Managers Paramus, New Jersey	$1.63M	+$193K	1	0.09%	Increased
1504	GM GeoWealth Management Chicago, Illinois	$1.63M	+$39.6K	1	0.05%	Increased
1505	SPF South Plains Financial Lubbock, Texas	$1.63M	-$4.58K	1	0.88%	Reduced
1506	Westwood Holdings Group Dallas, Texas	$1.63M	-$37.8K	1	0.01%	Reduced
1507	PIM Platinum Investment Management Sydney Australia 2000, Australia	$1.63M	+$1.09M	1	0.4%	New
1508	PFBT Parkside Financial Bank & Trust Saint Louis, Missouri	$1.62M	+$124K	2	0.11%	Increased
1509	FHA Flagship Harbor Advisors Boston, Massachusetts	$1.62M	-$13K	1	0.06%	Reduced
1510	TP Tranquility Partners Brentwood, Tennessee	$1.61M	+$11K	1	0.55%	Increased
1511	CASB Cape Ann Savings Bank Glocuster, Massachusetts	$1.61M	$0	1	0.76%	Maintained
1512	WWM Whalen Wealth Management Las Vegas, Nevada	$1.61M	+$1.08M	1	0.72%	New
1513	KIC Kensington Investment Counsel Long Beach, California	$1.6M	$0	1	0.7%	Maintained
1514	CIM CIM Investment Management Pittsburgh, Pennsylvania	$1.6M	-$89.3K	1	0.38%	Reduced
1515	WA WealthTrust Axiom Wayne, Pennsylvania	$1.6M	-$458	1	0.36%	Reduced
1516	BM Brandywine Managers Hockessin, Delaware	$1.6M	$0	1	0.79%	Maintained
1517	Nippon Life Global Investors Americas New York	$1.59M	+$1.07M	1	0.06%	New
1518	FDS First Dallas Securities Dallas, Texas	$1.59M	+$502K	2	0.53%	Increased
1519	AW Alteri Wealth Westlake Village, California	$1.59M	-$256K	1	0.44%	Reduced
1520	WLG Williamson Legacy Group Carmel, Indiana	$1.59M	+$1.06M	1	0.79%	New
1521	FWM Forza Wealth Management Sarasota, Florida	$1.59M	$0	1	0.49%	Maintained
1522	PA Probity Advisors Dallas, Texas	$1.58M	+$60.7K	1	0.23%	Increased
1523	FFA Founders Financial Alliance Raleigh, North Carolina	$1.58M	+$14K	1	0.21%	Increased
1524	Plancorp LLC Saint Louis, Missouri	$1.58M	+$246K	1	0.04%	Increased
1525	LAM L2 Asset Management Wayland, Massachusetts	$1.58M	+$68K	1	0.16%	Increased