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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
1976	GCA Gradient Capital Advisors San Diego, California	$225K	-$49.2K	1	0.07%	Reduced
1977	SRC Shufro Rose & Co New York	$225K	$0	1	0.02%	Maintained
1978	VW Veridan Wealth West Linn, Oregon	$225K	+$3.51K	1	0.1%	Increased
1979	WLIM White Lighthouse Investment Management Bedford, Massachusetts	$225K	$0	1	0.04%	Maintained
1980	CBTWT Community Bank & Trust (Waco, Texas) Waco, Texas	$225K	$0	1	0.05%	Maintained
1981	OFW Omnia Family Wealth Aventura, Florida	$225K	-$88.8K	1	0.09%	Reduced
1982	CWM Centurion Wealth Management Mclean, Virginia	$225K	$0	1	0.07%	Maintained
1983	MWM Marion Wealth Management Monroeville, Pennsylvania	$224K	+$14.4K	1	0.06%	Increased
1984	MFT Moisand Fitzgerald Tamayo Orlando, Florida	$224K	$0	1	0.03%	Maintained
1985	Simplicity Wealth Summit, New Jersey	$224K	+$243K	1	0.02%	New
1986	Grimes & Company Westborough, Massachusetts	$224K	+$12.2K	1	0.01%	Increased
1987	OP Oslo Pensjonsforsikring Oslo,	$223K	+$40.1K	1	0.03%	Increased
1988	AG AmeriFlex Group Las Vegas, Nevada	$223K	+$51K	1	0.09%	Increased
1989	Capital Wealth Planning Naples, Florida	$222K	+$241K	1	0%	New
1990	FA Fountainhead AM Warren, New Jersey	$222K	+$241K	1	0.04%	New
1991	PA Promethium Advisors Bethesda, Maryland	$222K	$0	1	0.14%	Maintained
1992	PAG Poinciana Advisors Group Palm Beach Gardens, Florida	$221K	+$239K	1	0.23%	New
1993	MHC May Hill Capital Cohasset, Massachusetts	$221K	+$15.3K	1	0.08%	Increased
1994	WWMSC Wagner Wealth Management (South Carolina) Greenville, South Carolina	$220K	+$6.1K	1	0.05%	Increased
1995	GDP Great Diamond Partners Portland, Maine	$220K	-$24.6K	1	0.06%	Reduced
1996	Martingale Asset Management Boston, Massachusetts	$219K	-$1.85K	1	0.01%	Reduced
1997	DI Disciplined Investors Waco, Texas	$219K	-$21.6K	1	0.2%	Reduced
1998	LGG Luts & Greenleigh Group Bethesda, Maryland	$219K	-$1.11K	1	0.22%	Reduced
1999	CFA Capstone Financial Advisors Downers Grove, Illinois	$219K	-$18.7K	1	0.01%	Reduced
2000	Wedge Capital Management Charlotte, North Carolina	$219K	+$4.25K	1	0%	Increased