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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
1851	LIA Lynx Investment Advisory Washington, Dc, District of Columbia	$60K	+$52.9K	1	0.04%	New
1852	SOW State of Wyoming Cheyenne, Wyoming	$60K	+$52.9K	1	0.01%	New
1853	CTC Cetera Trust Company St. Paul, Minnesota	$59K	$0	1	0.04%	Maintained
1854	T Tidemark San Diego, California	$58.6K	+$897	1	0.03%	Increased
1855	SWM Sanctuary Wealth Management Pocatello, Idaho	$58K	$0	1	0.04%	Maintained
1856	GIA GHP Investment Advisors Denver, Colorado	$57.6K	-$22.4K	1	0%	Reduced
1857	FFA Frazier Financial Advisors Columbus, Ohio	$56.1K	-$28.1K	1	0.04%	Reduced
1858	WWM Wolff Wiese Magana Carslbad, California	$54.6K	-$7.78K	1	0.04%	Reduced
1859	RFG RFP Financial Group Atlanta, Georgia	$53.8K	-$9.87K	1	0.02%	Reduced
1860	MCM MV Capital Management Bethesda, Maryland	$53.6K	+$11.7K	1	0.01%	Increased
1861	SFA Semmax Financial Advisors Winston Salem, North Carolina	$53.3K	+$33.2K	1	0.02%	Increased
1862	AP Aspect Partners Fairfax, Virginia	$52.9K	$0	1	0.03%	Maintained
1863	Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada	$52.9K	-$518K	1	0%	Reduced
1864	DCM Davis Capital Management Jacksonville, Florida	$51.1K	+$44.9K	1	0.04%	New
1865	TFGT TS Financial Group (TSFG) Lake Forest, Illinois	$51K	-$7.48K	1	0.01%	Reduced
1866	EL EMFO LLC Weston, Florida	$50.9K	$0	1	0.05%	Maintained
1867	MSFP Mark Sheptoff Financial Planning Glastonbury, Connecticut	$50.9K	$0	1	0.03%	Maintained
1868	PP PFS Partners Mine Hill, New Jersey	$50.9K	$0	1	0.03%	Maintained
1869	WOC West Oak Capital Westlake Village, California	$50.9K	$0	1	0.02%	Maintained
1870	DAM Delta Asset Management Memphis, Tennessee	$50.2K	$0	1	0%	Maintained
1871	CFFP Center for Financial Planning Southfied, Michigan	$49.8K	$0	1	0.01%	Maintained
1872	KHC Koesten Hirschmann & Crabtree Overland Park, Kansas	$48.9K	$0	1	0.03%	Maintained
1873	KPP Kings Path Partners Sugar Land, Texas	$48.8K	+$43.1K	1	0.02%	New
1874	PP Pingora Partners Wilson, Wyoming	$47.5K	$0	1	0.03%	Maintained
1875	RTC Riverview Trust Company Vancouver, Washington	$47.5K	+$20.9K	1	0.05%	Increased