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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
1801	NRI NFP Retirement Inc Aliso Viejo, California	$883K	+$2.75K	1	0.05%	Increased
1802	RFA Rollins Financial Advisors New York City, New York	$883K	+$136K	1	0.12%	Increased
1803	BMCM Bryn Mawr Capital Management Philadelphia, Pennsylvania	$882K	-$67.3K	1	0.04%	Reduced
1804	IPW Impact Partnership Wealth Marietta, Georgia	$879K	+$161K	1	0.09%	Increased
1805	TCWM Total Clarity Wealth Management St. Charles, Illinois	$872K	-$139K	1	0.17%	Reduced
1806	SA Sonoma Allocations Santa Rosa, California	$868K	+$32.3K	1	0.27%	Increased
1807	LBC Leigh Baldwin & Co Cazenovia, New York	$866K	-$43.5K	1	0.47%	Reduced
1808	AWM Atticus Wealth Management Palm Beach Gardens, Florida	$865K	-$41.4K	1	0.21%	Reduced
1809	GKFF George Kaiser Family Foundation Tulsa, Oklahoma	$864K	+$46.9K	1	0.08%	Increased
1810	SWRP Summit Wealth & Retirement Planning San Ramon, California	$863K	-$2.98K	1	0.18%	Reduced
1811	VP Verum Partners Charlotte, North Carolina	$863K	+$3.89K	1	0.13%	Increased
1812	PI Pachira Investments Dana Point, California	$862K	-$17.4K	1	0.33%	Reduced
1813	GWP Gateway Wealth Partners Appleton, Wisconsin	$861K	-$525K	1	0.05%	Reduced
1814	PCM Prelude Capital Management New York	$859K	-$1.57M	2	0.06%	Reduced
1815	EFG Elm3 Financial Group Alpharetta, Georgia	$859K	-$57.7K	1	0.59%	Reduced
1816	CFS Commonwealth Financial Services Vienna, West Virginia	$857K	+$15.1K	1	0.12%	Increased
1817	IPS Investors Portfolio Services Puyallup, Washington	$852K	-$43.5K	1	0.65%	Reduced
1818	IIC Integrated Investment Consultants Bloomfield Hills, Michigan	$851K	+$70.3K	1	0.17%	Increased
1819	SGK Steigerwald Gordon & Koch Leesburg, Virginia	$847K	+$114K	1	0.08%	Increased
1820	IIL Income Insurance Ltd Singapore,	$847K	+$22.9K	1	0.5%	Increased
1821	DWM Drive Wealth Management Lehi, Utah	$843K	+$49.7K	1	0.15%	Increased
1822	PWA Pitcairn Wealth Advisors Conshohocken, Pennsylvania	$841K	+$564K	1	0.09%	New
1823	BC Bridgefront Capital Austin, Texas	$839K	+$781K	1	0.22%	New
1824	TL Tradewinds LLC Raleigh, North Carolina	$838K	+$4.17M	1	0.19%	Increased
1825	LA Legacy Advisors Plymouth Meeting, Pennsylvania	$837K	+$96.4K	1	0.08%	Increased