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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	CTC Cetera Trust Company St. Paul, Minnesota	$51.3K	+$46.5K	1	0.03%	New
1702	SWM Sanctuary Wealth Management Pocatello, Idaho	$50.4K	$0	1	0.05%	Maintained
1703	T Tidemark San Diego, California	$49.2K	+$44.7K	1	0.03%	New
1704	WOC West Oak Capital Westlake Village, California	$49K	$0	1	0.02%	Maintained
1705	HMS Hanseatic Management Services Albuquerque, New Mexico	$48.7K	+$535	1	0.08%	Increased
1706	HGA Hobbs Group Advisors Columbia, South Carolina	$46.9K	+$42.5K	1	0.02%	New
1707	AP Aspect Partners Fairfax, Virginia	$46K	+$41.7K	1	0.03%	New
1708	Benjamin Edwards Inc Clayton, Missouri	$46K	+$6.15K	1	0.01%	Increased
1709	OCM Orion Capital Management Coronado, California	$45.4K	$0	1	0.03%	Maintained
1710	PMFA Plante Moran Financial Advisors Southfield, Michigan	$45.4K	+$5.08K	1	0%	Increased
1711	PWA Provenance Wealth Advisors Fort Lauderdale, Florida	$45.4K	-$158K	1	0.01%	Reduced
1712	EL EMFO LLC Weston, Florida	$44.2K	$0	1	0.04%	Maintained
1713	MSFP Mark Sheptoff Financial Planning Glastonbury, Connecticut	$44.2K	$0	1	0.03%	Maintained
1714	PP PFS Partners Mine Hill, New Jersey	$44.2K	$0	1	0.03%	Maintained
1715	DAM Delta Asset Management Memphis, Tennessee	$43.6K	+$535	1	0%	Increased
1716	CFFP Center for Financial Planning Southfied, Michigan	$43.3K	$0	1	0.01%	Maintained
1717	BWM Baystate Wealth Management Boston, Massachusetts	$42.5K	+$802	1	0%	Increased
1718	APF Alaska Permanent Fund Juneau, Alaska	$42.2K	+$38.2K	1	0%	New
1719	Avior Wealth Management Omaha, Nebraska	$41.9K	-$1.07K	1	0%	Reduced
1720	Cohen & Steers New York	$41K	-$1.6K	1	0%	Reduced
1721	NICM Neo Ivy Capital Management New York	$40K	+$36.4K	1	0.09%	New
1722	VAG VisionPoint Advisory Group Dallas, Texas	$39.2K	+$3.48K	1	0.01%	Increased
1723	FPF First Pacific Financial Vancouver, Washington	$38.9K	+$3.21K	1	0.01%	Increased
1724	HCP Hexagon Capital Partners Rogers, Arkansas	$37.7K	$0	1	0.01%	Maintained
1725	BAM Byrne Asset Management Kingston, New Jersey	$37.5K	-$2.67K	1	0.03%	Reduced