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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	SIG Sargent Investment Group Bethesda, Maryland	$245K	+$15.7K	1	0.04%	Increased
1902	FCM Fortis Capital Management Bellevue, Washington	$244K	+$253K	1	0.05%	New
1903	BPWM Black Point Wealth Management Naples, Florida	$244K	+$253K	1	0.28%	New
1904	BFA Bill Few Associates Pittsburgh, Pennsylvania	$244K	+$18.7K	1	0.09%	Increased
1905	GWM GSB Wealth Management Guilford, Connecticut	$243K	+$1.89K	1	0.06%	Increased
1906	JWM JGP Wealth Management Bend, Oregon	$243K	+$5.29K	1	0.03%	Increased
1907	OWA Opal Wealth Advisors Jericho, New York	$243K	+$20.4K	1	0.07%	Increased
1908	SAM Sequent Asset Management Houston, Texas	$243K	$0	1	0.12%	Maintained
1909	DCM Dudley Capital Management Middleburg, Virginia	$242K	$0	1	0.12%	Maintained
1910	WF Wayfinding Financial Lynnwood, Washington	$242K	+$251K	1	0.13%	New
1911	HB Horizon Bancorp Michigan City, Indiana	$241K	+$756	1	0.11%	Increased
1912	MCA Millennium Capital Advisors Little Rock, Arkansas	$241K	+$7.93K	1	0.16%	Increased
1913	SRC Shufro Rose & Co New York	$240K	-$28.3K	1	0.02%	Reduced
1914	CWA Consilium Wealth Advisory Richardson, Texas	$240K	$0	1	0.11%	Maintained
1915	WLIM White Lighthouse Investment Management Bedford, Massachusetts	$240K	$0	1	0.04%	Maintained
1916	CBTWT Community Bank & Trust (Waco, Texas) Waco, Texas	$240K	$0	1	0.05%	Maintained
1917	TWA Talisman Wealth Advisors Mountainside, New Jersey	$239K	$0	1	0.25%	Maintained
1918	JCM Jacobsen Capital Management Salt Lake City, Utah	$239K	+$2.65K	1	0.1%	Increased
1919	MFT Moisand Fitzgerald Tamayo Orlando, Florida	$239K	-$3.02K	1	0.03%	Reduced
1920	APF Alaska Permanent Fund Juneau, Alaska	$238K	$0	1	0%	Maintained
1921	VW Veridan Wealth West Linn, Oregon	$238K	+$246K	1	0.11%	New
1922	WFG Wormser Freres Gestion Paris, France	$238K	+$91.1K	1	0.14%	Increased
1923	RFP Root Financial Partners Encinitas, California	$237K	$0	1	0.03%	Maintained
1924	PA Promethium Advisors Bethesda, Maryland	$237K	$0	1	0.16%	Maintained
1925	Smith Salley Wealth Management Greensboro, North Carolina	$236K	+$245K	1	0.02%	New