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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
1926	KHC Koesten Hirschmann & Crabtree Overland Park, Kansas	$58.8K	$0	1	0.03%	Maintained
1927	SWM Sanctuary Wealth Management Pocatello, Idaho	$58.4K	$0	1	0.04%	Maintained
1928	WWM Wolff Wiese Magana Carslbad, California	$56.7K	+$1.68K	1	0.04%	Increased
1929	AP Aspect Partners Fairfax, Virginia	$53.3K	$0	1	0.03%	Maintained
1930	WOC West Oak Capital Westlake Village, California	$51.3K	$0	1	0.01%	Maintained
1931	MSFP Mark Sheptoff Financial Planning Glastonbury, Connecticut	$51.3K	$0	1	0.03%	Maintained
1932	PP PFS Partners Mine Hill, New Jersey	$51.3K	$0	1	0.03%	Maintained
1933	CFFP Center for Financial Planning Southfied, Michigan	$50.2K	$0	1	0.01%	Maintained
1934	DAM Delta Asset Management Memphis, Tennessee	$49.9K	-$673	1	0%	Reduced
1935	KPP Kings Path Partners Sugar Land, Texas	$49.2K	$0	1	0.02%	Maintained
1936	FNWA Financial Network Wealth Advisors Murray, Utah	$48.9K	+$46.8K	1	0.04%	Increased
1937	PP Pingora Partners Wilson, Wyoming	$47.9K	$0	1	0.03%	Maintained
1938	CIA Cape Investment Advisory Mcdonough, Georgia	$47.5K	+$43.8K	1	0.02%	Increased
1939	RWM Ruedi Wealth Management Champaign, Illinois	$46.8K	$0	1	0.02%	Maintained
1940	JSAM J. Safra Asset Management New York	$46.3K	$0	1	0%	Maintained
1941	FMTCOCP Farmers & Merchants Trust Co of Chambersburg PA Chambersburg, Pennsylvania	$41K	$0	1	0.02%	Maintained
1942	FPF First Pacific Financial Vancouver, Washington	$40.7K	$0	1	0.01%	Maintained
1943	ANBT American National Bank & Trust Wichita Falls, Texas	$39.6K	$0	1	0%	Maintained
1944	DWM Darwin Wealth Management Tampa, Florida	$39.4K	+$38.7K	1	0.01%	New
1945	TIM Tortoise Investment Management White Plains, New York	$39K	+$25.2K	1	0%	Increased
1946	NECFA New England Capital Financial Advisors Meriden, Connecticut	$38.3K	$0	1	0.02%	Maintained
1947	CJ Caitlin John Brighton, Michigan	$37K	$0	1	0.02%	Maintained
1948	GEA Glen Eagle Advisors Kingston, New Jersey	$36.2K	$0	1	0.01%	Maintained
1949	UIA Ulland Investment Advisors Minneapolis, Minnesota	$36K	$0	1	0.03%	Maintained
1950	MUFG Securities EMEA London, United Kingdom	$34.9K	$0	1	0%	Maintained