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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
1701	SSWM Strait & Sound Wealth Management San Francisco, California	$1.09M	-$21.7K	1	0.38%	Reduced
1702	OFS Orrstown Financial Services Harrisburg, Pennsylvania	$1.09M	+$8.7K	1	0.16%	Increased
1703	NC NovaPoint Capital Atlanta, Georgia	$1.09M	+$730K	1	0.23%	New
1704	SAW Signal Advisors Wealth Detroit, Michigan	$1.09M	+$148K	1	0.05%	Increased
1705	Emerald Advisers Leola, Pennsylvania	$1.09M	-$9.84K	1	0.03%	Reduced
1706	ARC Advisor Resource Council Dallas, Texas	$1.08M	-$6.64K	1	0.31%	Reduced
1707	OL Optas LLC Austin, Texas	$1.08M	+$33.4K	1	0.15%	Increased
1708	CH Cromwell Holdings Jackson, Wyoming	$1.08M	+$170K	1	0.48%	Increased
1709	SPW Sonoma Private Wealth Sonoma, California	$1.08M	+$1.83K	1	1.16%	Increased
1710	PGCM Prescott Group Capital Management Tulsa, Oklahoma	$1.07M	+$187K	1	0.09%	Increased
1711	MWM Mattern Wealth Management Lawrence, Kansas	$1.07M	+$332K	1	0.18%	Increased
1712	GFG Greystone Financial Group Bloomfield Hills, Michigan	$1.07M	-$64.8K	1	0.3%	Reduced
1713	TNA True North Advisors Dallas, Texas	$1.07M	+$55.2K	1	0.1%	Increased
1714	DIM Delta Investment Management San Francisco, California	$1.07M	-$72.8K	1	0.18%	Reduced
1715	CCA Checchi Capital Advisers Beverly Hills, California	$1.07M	+$7.78K	1	0.05%	Increased
1716	SCA Stonebridge Capital Advisors St Paul, Minnesota	$1.06M	+$196K	1	0.07%	Increased
1717	HWM Hohimer Wealth Management Seattle, Washington	$1.06M	-$1.14M	1	0.11%	Reduced
1718	Facet Wealth Inc Baltimore, Maryland	$1.06M	+$20.4K	1	0.02%	Increased
1719	PCM Princeton Capital Management Red Bank, New Jersey	$1.06M	+$14.2K	2	0.24%	Increased
1720	LI LRI Investments Palm Beach Gardens, Florida	$1.06M	+$29.8K	1	0.09%	Increased
1721	WWM Walser Wealth Management Tampa, Florida	$1.06M	-$364K	1	0.44%	Reduced
1722	BCG BayBridge Capital Group Pleasanton, California	$1.05M	+$83.3K	1	0.55%	Increased
1723	TW ticino wealth Mission Viejo, California	$1.05M	$0	1	0.33%	Maintained
1724	RFS Richardson Financial Services Medway, Massachusetts	$1.05M	+$11K	1	0.6%	Increased
1725	OWMIAS One Wealth Management Investment & Advisory Services Miami Beach, Florida	$1.05M	-$88.8K	1	1.1%	Reduced