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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
1751	RFG RFP Financial Group Atlanta, Georgia	$54.4K	+$39.8K	1	0.02%	Increased
1752	WWM Wolff Wiese Magana Carslbad, California	$53.1K	-$415K	1	0.05%	Reduced
1753	LI LRI Investments Palm Beach Gardens, Florida	$53.1K	+$59K	1	0.01%	New
1754	IPW Impact Partnership Wealth Marietta, Georgia	$51.4K	-$5.05K	1	0.02%	Reduced
1755	TFGT TS Financial Group (TSFG) Lake Forest, Illinois	$50K	-$631	1	0.01%	Reduced
1756	CTC Cetera Trust Company St. Paul, Minnesota	$49.4K	$0	1	0.03%	Maintained
1757	KHC Koesten Hirschmann & Crabtree Overland Park, Kansas	$48.9K	+$54.3K	1	0.03%	New
1758	SWM Sanctuary Wealth Management Pocatello, Idaho	$48.6K	$0	1	0.04%	Maintained
1759	T Tidemark San Diego, California	$48.3K	+$946	1	0.03%	Increased
1760	FWA FSC Wealth Advisors Fishkill, New York	$47.2K	+$52.4K	1	0.03%	New
1761	HMS Hanseatic Management Services Albuquerque, New Mexico	$46.9K	$0	1	0.07%	Maintained
1762	FIM Fernwood Investment Management Quincy, Massachusetts	$46K	+$51.1K	1	0.01%	New
1763	PMFA Plante Moran Financial Advisors Southfield, Michigan	$45.5K	+$1.89K	1	0%	Increased
1764	AP Aspect Partners Fairfax, Virginia	$44.3K	$0	1	0.04%	Maintained
1765	OCM Orion Capital Management Coronado, California	$43.8K	$0	1	0.02%	Maintained
1766	WOC West Oak Capital Westlake Village, California	$43K	$0	1	0.02%	Maintained
1767	EL EMFO LLC Weston, Florida	$42.6K	$0	1	0.04%	Maintained
1768	MSFP Mark Sheptoff Financial Planning Glastonbury, Connecticut	$42.6K	$0	1	0.02%	Maintained
1769	PP PFS Partners Mine Hill, New Jersey	$42.6K	$0	1	0.03%	Maintained
1770	DAM Delta Asset Management Memphis, Tennessee	$42.1K	$0	1	0%	Maintained
1771	CFFP Center for Financial Planning Southfied, Michigan	$41.8K	$0	1	0.01%	Maintained
1772	Smartleaf Asset Management Boston, Massachusetts	$41.2K	-$18K	1	0.01%	Reduced
1773	WB Webster Bank Waterbury, Connecticut	$40.6K	+$13.9K	1	0%	Increased
1774	PP Pingora Partners Wilson, Wyoming	$39.8K	+$44.2K	1	0.03%	New
1775	RA RiverPark Advisors New York	$39.8K	+$44.2K	1	0.03%	New