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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
1776	KFA Kelleher Financial Advisors New York	$932K	+$57.7K	1	0.13%	Increased
1777	PCP Proficio Capital Partners Newton, Massachusetts	$931K	+$625K	1	0.03%	New
1778	TWM Trueblood Wealth Management Lima, Ohio	$930K	+$1.14K	1	0.32%	Increased
1779	WEG World Equity Group Schaumburg, Illinois	$928K	-$11.7K	1	0.21%	Reduced
1780	PSCM Per Stirling Capital Management Austin, Texas	$927K	-$10.1K	1	0.09%	Reduced
1781	HIA Harbor Investment Advisory Lutherville, Maryland	$925K	-$27.9K	1	0.06%	Reduced
1782	CP Canopy Partners Cincinnati, Ohio	$925K	+$117K	1	0.28%	Increased
1783	RFA Resurgent Financial Advisors Atlanta, Georgia	$923K	+$38.7K	1	0.26%	Increased
1784	BWA BlueChip Wealth Advisors Milton, Georgia	$922K	-$5.04K	1	0.35%	Reduced
1785	KC Knuff & Co Foster City, California	$920K	+$501K	1	0.23%	Increased
1786	SPWM Schrum Private Wealth Management St. Augustine, Florida	$918K	-$1.39M	1	0.94%	Reduced
1787	CWG Crown Wealth Group Charlotte, North Carolina	$917K	-$28.2K	1	0.23%	Reduced
1788	BFG Bouchey Financial Group Troy, New York	$908K	+$24.3K	1	0.06%	Increased
1789	EWA Eagle Wealth Advisors Westport, Connecticut	$907K	+$53.8K	1	0.69%	Increased
1790	Forvis Mazars Wealth Advisors Springfield, Missouri	$904K	+$34.3K	1	0.02%	Increased
1791	Congress Asset Management Boston, Massachusetts	$903K	-$667K	1	0.01%	Reduced
1792	Klingman & Associates New York	$903K	+$27.5K	1	0.04%	Increased
1793	BB Berkshire Bank Pittsfield, Massachusetts	$900K	-$55.4K	1	0.17%	Reduced
1794	WDA Wendell David Associates Portsmouth, New Hampshire	$900K	-$177K	1	0.1%	Reduced
1795	FWP FAS Wealth Partners Leawood, Kansas	$898K	+$34.6K	1	0.05%	Increased
1796	BTIM BancFirst Trust & Investment Management Oklahoma City, Oklahoma	$889K	+$613K	1	0.38%	New
1797	CIG Cascade Investment Group Colorado Springs, Colorado	$889K	+$67.3K	1	0.5%	Increased
1798	AIP Almanack Investment Partners Wayne, Pennsylvania	$886K	+$595K	1	0.11%	New
1799	SW SkyOak Wealth Southfield, Michigan	$883K	-$684K	1	0.14%	Reduced
1800	AWA Argos Wealth Advisors Sacramento, California	$883K	+$15.6K	1	0.23%	Increased