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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
2151	CMF Counterpoint Mutual Funds San Diego, California	$476K	+$320K	1	0.05%	New
2152	SIG Sargent Investment Group Bethesda, Maryland	$476K	-$113K	1	0.06%	Reduced
2153	FC Fusion Capital Mt. Pleasant, South Carolina	$475K	+$319K	1	0.11%	New
2154	BOH Bank of Hawaii Honolulu, Hawaii	$475K	-$18.8K	1	0.02%	Reduced
2155	Vanguard National Trust Malvern, Pennsylvania	$473K	+$33.9K	1	0.03%	Increased
2156	AAG Asset Advisory Group Kinnelon, New Jersey	$473K	$0	1	0.21%	Maintained
2157	SFG Sunburst Financial Group Vestavia Hills, Alabama	$472K	$0	1	0.08%	Maintained
2158	SFG Strive Financial Group Carmel, Indiana	$471K	+$167K	1	0.2%	Increased
2159	GAM Gemmer Asset Management Walnut Creek, California	$471K	+$3.21K	1	0.03%	Increased
2160	CFA Collaborative Fund Advisors Reno, Nevada	$470K	-$67.3K	1	0.27%	Reduced
2161	FGA Fortis Group Advisors Westwood, New Jersey	$470K	-$142K	1	0.08%	Reduced
2162	IA IFC Advisors Los Angeles, California	$469K	+$315K	1	0.06%	New
2163	SL Summitry LLC Foster City, California	$468K	-$68.7K	1	0.02%	Reduced
2164	Catalyst Capital Advisors Huntington, New York	$467K	-$68K	1	0.01%	Reduced
2165	AGC Aspen Grove Capital Avon, Colorado	$466K	$0	1	0.07%	Maintained
2166	PMG ProVise Management Group Clearwater, Florida	$464K	-$458	1	0.03%	Reduced
2167	CA COFG Advisors Oak Brook, Illinois	$464K	-$44.4K	1	0.08%	Reduced
2168	SPWG Syntegra Private Wealth Group Chesterfield, Missouri	$462K	+$310K	1	0.04%	New
2169	FF Foundry Financial Pasadena, California	$462K	+$310K	1	0.16%	New
2170	RWP Revolve Wealth Partners Hackensack, New Jersey	$462K	+$310K	1	0.05%	New
2171	TWM Thrive Wealth Management Audubon, Pennsylvania	$462K	-$13.7K	1	0.06%	Reduced
2172	NFP NorthLanding Financial Partners Rochester, New York	$460K	$0	1	0.32%	Maintained
2173	BDF Black Diamond Financial Towson, Maryland	$460K	-$9.16K	1	0.04%	Reduced
2174	MFWM Motley Fool Wealth Management Alexandria, Virginia	$460K	-$20.1M	1	6.99%	Reduced
2175	RL Retireful LLC Haslett, Michigan	$460K	+$309K	1	0.43%	New