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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	RFA Rollins Financial Advisors New York City, New York	$213K	+$4.71K	1	0.04%	Increased
1802	HAG HF Advisory Group Annapolis, Maryland	$213K	+$1.35K	1	0.1%	Increased
1803	KWM Kolinsky Wealth Management Ramsey, New Jersey	$212K	-$24.2K	1	0.14%	Reduced
1804	OPA Old Port Advisors Portland, Maine	$212K	-$8.08K	1	0.06%	Reduced
1805	AIP Almanack Investment Partners Wayne, Pennsylvania	$212K	+$209K	1	0.03%	New
1806	BFA Bill Few Associates Pittsburgh, Pennsylvania	$212K	$0	1	0.08%	Maintained
1807	EGA E&G Advisors Houston, Texas	$212K	+$209K	1	0.06%	New
1808	HOWA Heritage Oak Wealth Advisors Santa Rosa Beach, Florida	$212K	+$208K	1	0.1%	New
1809	NWWA New Wave Wealth Advisors Springdale, Arkansas	$212K	-$48.1K	1	0.1%	Reduced
1810	CWM Centurion Wealth Management Mclean, Virginia	$211K	+$208K	1	0.07%	New
1811	WIM Westside Investment Management Santa Monica, California	$211K	$0	1	0.04%	Maintained
1812	SGCA Steel Grove Capital Advisors Memphis, Tennessee	$211K	-$8.08K	1	0.03%	Reduced
1813	KIG Kowal Investment Group Brookfield, Wisconsin	$210K	+$207K	1	0.04%	New
1814	MWM Marion Wealth Management Monroeville, Pennsylvania	$210K	+$207K	1	0.06%	New
1815	SFPG Stonebridge Financial Planning Group Orlando, Florida	$210K	$0	1	0.1%	Maintained
1816	VAM Vienna Asset Management Saratoga, California	$210K	-$978K	1	0.16%	Reduced
1817	MAWA Moss Adams Wealth Advisors Seattle, Washington	$210K	+$207K	1	0.02%	New
1818	OWA Opal Wealth Advisors Jericho, New York	$210K	-$8.42K	1	0.07%	Reduced
1819	IAA Ironsides Asset Advisors Rocky Mount, North Carolina	$209K	$0	1	0.06%	Maintained
1820	Vanguard Capital Wealth Advisors Denver, Colorado	$209K	+$4.04K	1	0.22%	Increased
1821	CGA Crescent Grove Advisors Lake Forest, Illinois	$207K	-$145K	1	0.02%	Reduced
1822	HS Horan Securities Cincinnati, United States	$207K	-$1.68K	1	0.08%	Reduced
1823	B Bellecapital Zurich, Switzerland	$206K	+$203K	1	0.04%	New
1824	SFCL Strengthening Families & Communities LLC Boston, Massachusetts	$206K	$0	1	0.05%	Maintained
1825	FPCP Fort Point Capital Partners San Francisco, California	$205K	+$202K	1	0.03%	New