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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
1626	MIM Macroview Investment Management Bethesda, Maryland	$1.17K	+$1.18K	1	0%	New
1627	RFA Register Financial Advisors Atlanta, Georgia	$1.17K	+$1.18K	1	0%	New
1628	PS PayPay Securities Tokyo, Japan	$1.15K	+$237	1	0.05%	Increased
1629	CA Centerpoint Advisors Needham, Massachusetts	$1K	$0	1	0%	Maintained
1630	CIR Clear Investment Research Alpharetta, Georgia	$938	$0	1	0%	Maintained
1631	TFM TFC Financial Management Boston, Massachusetts	$938	-$237	1	0%	Reduced
1632	DFA DHJJ Financial Advisors Naperville, Illinois	$704	+$710	1	0%	New
1633	FSWA Financial Synergies Wealth Advisors Houston, Texas	$704	$0	1	0%	Maintained
1634	WOSD WFA of San Diego San Diego, California	$704	$0	1	0%	Maintained
1635	TWD True Wealth Design Akron, Ohio	$469	$0	1	0%	Maintained
1636	WestEnd Advisors Charlotte, North Carolina	$469	+$473	1	0%	New
1637	2L 25 LLC St. Louis, Missouri	$0	-$10K	0	–	Closed
1638	AIM Aigen Investment Management New York	$0	-$2.98M	0	–	Closed
1639	Andra AP-fonden Goteborg, Sweden	$0	-$8.18M	0	–	Closed
1640	AT Arden Trust Wilmington, Delaware	$0	-$263K	0	–	Closed
1641	AP Arlington Partners Birmingham, Alabama	$0	-$141K	0	–	Closed
1642	AT Arvest Trust Bartlesville, Oklahoma	$0	-$201K	0	–	Closed
1643	BBP Banco BTG Pactual Rio De Janeiro, Brazil	$0	-$344K	0	–	Closed
1644	BOH Bank of Hawaii Honolulu, Hawaii	$0	-$209K	0	–	Closed
1645	BCM Barometer Capital Management Toronto, Ontario, Canada	$0	-$6.14M	0	–	Closed
1646	BCA Bay Colony Advisors Concord, Massachusetts	$0	-$222K	0	–	Closed
1647	BIA Beacon Investment Advisors Gaithersburg, Maryland	$0	-$215K	0	–	Closed
1648	BC BIT Capital Berlin, Germany	$0	-$19.3M	0	–	Closed
1649	Brookfield Corp Toronto, Ontario, Canada	$0	-$9.12M	0	–	Closed
1650	CCG Capital CS Group Irvine, California	$0	-$712K	0	–	Closed