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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
2101	VWM Vermillion Wealth Management Rosemount, Minnesota	$77.2K	+$80.1K	1	0.04%	New
2102	WA Whipplewood Advisors Littleton, Colorado	$75.7K	+$78.6K	1	0.04%	New
2103	First Command Advisory Services Fort Worth, Texas	$75.7K	$0	1	0%	Maintained
2104	OCM Orion Capital Management Coronado, California	$75.6K	+$78.6K	1	0.03%	New
2105	CIA Cape Investment Advisory Mcdonough, Georgia	$75K	+$25.3K	1	0.03%	Increased
2106	WWM Wolff Wiese Magana Carslbad, California	$73K	+$13K	1	0.05%	Increased
2107	MCM MV Capital Management Bethesda, Maryland	$72.8K	+$3.02K	1	0.01%	Increased
2108	CPG Cornerstone Planning Group Fairfield, New Jersey	$71.7K	-$5.86K	1	0.02%	Reduced
2109	SJIM St. Johns Investment Management Jacksonville, Florida	$71K	+$73.7K	1	0.03%	New
2110	GA GoalVest Advisory New York	$69.5K	-$34.8K	1	0.02%	Reduced
2111	HWM Hemington Wealth Management Falls Church, Virginia	$67K	+$6.8K	1	0.02%	Increased
2112	T Tidemark San Diego, California	$66.6K	+$1.89K	1	0.03%	Increased
2113	AAG Armstrong Advisory Group Needham, Massachusetts	$66.6K	+$1.89K	1	0.01%	Increased
2114	DRS Deane Retirement Strategies New Orleans, Louisiana	$65.7K	-$3.63M	1	0.03%	Reduced
2115	BHWM Beaird Harris Wealth Management Dallas, Texas	$64.4K	+$39.7K	1	0.01%	Increased
2116	GW&K Investment Management Boston, Massachusetts	$64K	+$1.32K	1	0%	Increased
2117	CTC Cetera Trust Company St. Paul, Minnesota	$63.3K	$0	1	0.04%	Maintained
2118	KHC Koesten Hirschmann & Crabtree Overland Park, Kansas	$62.6K	$0	1	0.04%	Maintained
2119	HC Hurley Capital New York	$62.3K	+$63.5K	1	0.05%	New
2120	SWM Sanctuary Wealth Management Pocatello, Idaho	$62.2K	$0	1	0.04%	Maintained
2121	Loomis, Sayles & Company Boston, Massachusetts	$62K	+$37K	1	0%	Increased
2122	HI Human Investing Lake Oswego, Oregon	$61.9K	+$64.2K	1	0.01%	New
2123	BCMLT Beacon Capital Management LLC (Tennessee) Franklin, Tennessee	$61.4K	-$13.8K	1	0.01%	Reduced
2124	EC Elequin Capital New York	$59.5K	+$61.8K	1	0%	New
2125	GK Graney & King Latham, New York	$59K	+$61.2K	1	0.04%	New