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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
1901	SAM Sagewood Asset Management New York	$721K	+$484K	1	0.16%	New
1902	Marex Group London,	$720K	-$1.34M	1	0%	Reduced
1903	CA Calton & Associates Tampa, Florida	$718K	-$58.1K	1	0.11%	Reduced
1904	SCI Stableford Capital II Scottsdale, Arizona	$716K	-$1.26M	1	0.25%	Reduced
1905	MAG M3 Advisory Group Needham Heights, Massachusetts	$715K	-$13K	1	0.37%	Reduced
1906	YMRC Yorktown Management & Research Company Forest, Virginia	$713K	-$1.56M	1	0.44%	Reduced
1907	1IA 1620 Investment Advisors Plymouth, Massachusetts	$712K	-$324K	1	0.44%	Reduced
1908	MSFS Main Street Financial Solutions Newtown, Pennsylvania	$707K	-$58.4K	1	0.05%	Reduced
1909	CIAM Caitong International Asset Management Hong Kong	$707K	+$658K	1	0.1%	Increased
1910	LPAM Lodestar Private Asset Management Alamo, California	$705K	-$22.9K	1	0.06%	Reduced
1911	KCIA Kingsbury Capital Investment Advisors Wilmette, Illinois	$703K	-$6.18K	1	0.59%	Reduced
1912	KWM KMT Wealth Management El Segundo, California	$703K	+$472K	1	0.59%	New
1913	ACGA Atlanta Consulting Group Advisors Atlanta, Georgia	$702K	+$63.9K	1	0.11%	Increased
1914	LSIA LaSalle St. Investment Advisors Elmhurst, Illinois	$700K	-$139K	1	0.09%	Reduced
1915	FFG Forum Finance Group Geneva,	$700K	+$581K	1	0.25%	New
1916	JMBA J. M. Brown & Associates Tulsa, Oklahoma	$699K	+$469K	1	0.4%	New
1917	HCA Heck Capital Advisors Rhinelander, Wisconsin	$699K	-$2.98K	1	0.04%	Reduced
1918	CCWP Cedar Cove Wealth Partners Bloomington, Minnesota	$698K	-$49.4K	1	0.33%	Reduced
1919	NCM NCM Capital Management Ramsey, New Jersey	$696K	-$16K	1	0.21%	Reduced
1920	WFI West Family Investments Carlsbad, California	$693K	+$37.1K	1	0.2%	Increased
1921	HWP Highline Wealth Partners Sherman Oaks, California	$692K	+$10.3K	1	0.14%	Increased
1922	RI Rinkey Investments San Diego, California	$692K	-$6.87K	1	0.16%	Reduced
1923	TIA TCFG Investment Advisors Laguna Niguel, California	$692K	+$8.47K	1	0.23%	Increased
1924	OWA Outlook Wealth Advisors Shenandoah, Texas	$691K	-$67.8K	1	0.15%	Reduced
1925	LF Lighthouse Financial Largo, Florida	$691K	-$2.98K	1	0.36%	Reduced