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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	MAWA Moss Adams Wealth Advisors Seattle, Washington	$236K	+$13K	1	0.02%	Increased
1927	Martingale Asset Management Boston, Massachusetts	$236K	+$245K	1	0.01%	New
1928	FFA Founders Financial Alliance Raleigh, North Carolina	$235K	$0	1	0.06%	Maintained
1929	GPWM Grant Private Wealth Management Pleasanton, California	$235K	+$244K	1	0.25%	New
1930	DI Disciplined Investors Waco, Texas	$235K	+$265K	1	0.23%	New
1931	4WM 49 Wealth Management Austin, Texas	$235K	+$1.13K	1	0.03%	Increased
1932	LGG Luts & Greenleigh Group Bethesda, Maryland	$235K	-$378	1	0.23%	Reduced
1933	Annex Advisory Services Brookfield, Wisconsin	$234K	+$243K	1	0.01%	New
1934	FHC First Heartland Consultants Lake St. Louis, Missouri	$234K	+$243K	1	0.02%	New
1935	BPW Bingham Private Wealth San Francisco, California	$233K	+$242K	1	0.25%	New
1936	YP YANKCOM Partnership Yankton, South Dakota	$233K	+$242K	1	0.12%	New
1937	MAG MRA Advisory Group Parsippany, New Jersey	$232K	+$4.34K	1	0.12%	Increased
1938	SWM Shelton Wealth Management Fort Worth, Texas	$232K	+$241K	1	0.12%	New
1939	FPCP Fort Point Capital Partners San Francisco, California	$232K	+$13.6K	1	0.03%	Increased
1940	AGP Autumn Glory Partners Dallas, Texas	$231K	-$240K	1	0.11%	Reduced
1941	SAF Smith Anglin Financial Dallas, Texas	$231K	+$1.89K	1	0.02%	Increased
1942	BCG BayBridge Capital Group Pleasanton, California	$229K	+$238K	1	0.17%	New
1943	WWMSC Wagner Wealth Management (South Carolina) Greenville, South Carolina	$229K	+$238K	1	0.06%	New
1944	Wedge Capital Management Charlotte, North Carolina	$229K	$0	1	0%	Maintained
1945	SMH Sanders Morris Harris Houston, Texas	$228K	$0	1	0.03%	Maintained
1946	CI Ceera Investments Bellaire, Texas	$227K	$0	1	0.08%	Maintained
1947	Forvis Mazars Wealth Advisors Springfield, Missouri	$227K	$0	1	0.01%	Maintained
1948	BTWM Brass Tax Wealth Management Cincinnati, Ohio	$227K	$0	1	0.05%	Maintained
1949	WIM Westside Investment Management Santa Monica, California	$227K	-$3.02K	1	0.05%	Reduced
1950	RFA Rollins Financial Advisors New York City, New York	$227K	$0	1	0.04%	Maintained