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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
2201	SFA Semmax Financial Advisors Winston Salem, North Carolina	$19.8K	$0	1	0.01%	Maintained
2202	CMBA C.M. Bidwell & Associates Honolulu, Hawaii	$19.7K	$0	1	0.01%	Maintained
2203	RWPA Richard W. Paul & Associates Novi, Michigan	$19.7K	-$2.27K	1	0.01%	Reduced
2204	SSG Summit Securities Group New York	$19.1K	+$19.8K	1	0%	New
2205	Cohen & Steers New York	$19K	$0	1	0%	Maintained
2206	SCA Stuart Chaussee & Associates Palos Verdes Estates, California	$18.6K	$0	1	0%	Maintained
2207	EPAM Evelyn Partners Asset Management London,	$18.2K	+$18.9K	1	0%	New
2208	TFGT TS Financial Group (TSFG) Lake Forest, Illinois	$18K	-$158K	1	0%	Reduced
2209	MSWA Marshall & Sterling Wealth Advisors Poughkeepsie, New York	$17.8K	+$18.5K	1	0.01%	New
2210	ME McIlrath & Eck Arlington, Washington	$17.1K	$0	1	0%	Maintained
2211	PCWA Pacific Capital Wealth Advisors Corona, California	$17.1K	-$3.02K	1	0%	Reduced
2212	CMP Coston McIsaac & Partners Bar Harbor, Maine	$17K	$0	1	0.01%	Maintained
2213	MWM Mascoma Wealth Management Hanover, New Hampshire	$16.7K	+$10.6K	1	0%	Increased
2214	SC Steph & Co Marinette, Wisconsin	$16.7K	-$16.2K	1	0.01%	Reduced
2215	RWM Raffa Wealth Management Washington, District of Columbia	$16.4K	$0	1	0%	Maintained
2216	PWMG Private Wealth Management Group Princeton, New Jersey	$15.6K	+$1.51K	1	0.01%	Increased
2217	SAM Synergy Asset Management Vancouver, Washington	$15.4K	+$8.5K	1	0%	New
2218	SO Sierra Ocean Ripon, California	$15.3K	+$15.9K	1	0.01%	New
2219	SN Sittner & Nelson Eugene, Oregon	$15.3K	$0	1	0.01%	Maintained
2220	FIA FPC Investment Advisory Petaluma, California	$15.1K	+$15.5K	1	0.01%	New
2221	LIS Legacy Investment Solutions Meridian, Idaho	$14.7K	+$14.4K	1	0.01%	New
2222	LWMI Legacy Wealth Management (Idaho) Boise, Idaho	$14.7K	+$14.4K	1	0.01%	New
2223	RFG REAP Financial Group Austin, Texas	$14.6K	-$10.2K	1	0%	Reduced
2224	VWA VSM Wealth Advisory Hunt Valley, Maryland	$14.6K	+$15.1K	1	0.01%	New
2225	RTL Red Tortoise LLC Atlanta, Georgia	$14.2K	$0	1	0.01%	Maintained