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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
2026	RF Rossby Financial Melbourne, Florida	$580K	-$22.2K	1	0.11%	Reduced
2027	CMAI Capital Management Associates Inc Minneapolis, Minnesota	$580K	+$29.8K	1	0.12%	Increased
2028	RFP Root Financial Partners Encinitas, California	$579K	-$29.2K	1	0.02%	Reduced
2029	HFP Holistic Financial Partners Indianapolis, Indiana	$578K	-$15.6K	1	0.35%	Reduced
2030	OWG Oxford Wealth Group Orlando, Florida	$578K	-$31.1K	1	0.26%	Reduced
2031	SWGC Summit Wealth Group (Colorado) Colorado Springs, Colorado	$576K	+$58.6K	1	0.05%	Increased
2032	YP YANKCOM Partnership Yankton, South Dakota	$576K	-$12.8K	1	0.21%	Reduced
2033	S Sunpointe St. Louis, Missouri	$575K	+$2.06K	1	0.16%	Increased
2034	GWM Greenline Wealth Management Boca Raton, Florida	$575K	+$37.1K	1	0.47%	Increased
2035	FFA Florida Financial Advisors Tampa, Florida	$574K	+$6.64K	1	0.1%	Increased
2036	FUBT First United Bank & Trust Oakland, Maryland	$571K	+$138K	1	0.16%	Increased
2037	SIA Strategic Investment Advisors Farmington Hills, Michigan	$570K	+$45.1K	1	0.03%	Increased
2038	OQS Occudo Quantitative Strategies Fort Lauderdale, Florida	$568K	+$381K	1	0.03%	New
2039	AWA Amplius Wealth Advisors Blue Bell, Pennsylvania	$567K	+$381K	1	0.04%	New
2040	PCS Personal CFO Solutions Chester, New Jersey	$567K	+$90.2K	1	0.08%	Increased
2041	WI WBI Investments Red Bank, New Jersey	$565K	+$379K	1	0.14%	New
2042	QC Quent Capital New York	$564K	+$12.9K	2	0.03%	Increased
2043	GA Goldstein Advisors Madison, Wisconsin	$564K	+$379K	1	0.05%	New
2044	One Capital Management Westlake Village, California	$560K	$0	1	0.02%	Maintained
2045	LFS Legacy Financial Strategies Overland Park, Kansas	$559K	-$43.7K	1	0.09%	Reduced
2046	VFA Voya Financial Advisors Windsor, Connecticut	$558K	-$148K	1	0.05%	Reduced
2047	VAG VisionPoint Advisory Group Dallas, Texas	$556K	-$56.1K	1	0.09%	Reduced
2048	HCM Hall Capital Management Barrington, Rhode Island	$555K	-$10.1K	1	0.17%	Reduced
2049	Sageworth Trust Lancaster, Pennsylvania	$555K	-$63.2K	1	0.02%	Reduced
2050	LWA Legacy Wealth Advisors Miami, Florida	$552K	+$371K	1	0.24%	New