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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
2226	GWS Greykasell Wealth Strategies Danville, California	$181K	-$12.4K	1	0.08%	Reduced
2227	CFP Comprehensive Financial Planning East Petersburg, Pennsylvania	$174K	$0	1	0.12%	Maintained
2228	TSMHT Thurston Springer Miller Herd & Titak Indianapolis, Indiana	$171K	-$2.74M	1	0.34%	Reduced
2229	RA Rise Advisors Rochester, New York	$168K	+$21.8K	1	0.06%	Increased
2230	HWM Hemington Wealth Management Falls Church, Virginia	$168K	+$8.81K	1	0.02%	Increased
2231	FDW Fourth Dimension Wealth Middleburg Heights, Ohio	$168K	+$4.79K	1	0.06%	Increased
2232	SBFM S-Bank Fund Management Helsinki, Finland	$165K	-$2.11K	1	0.02%	Reduced
2233	ARMT Amica Retiree Medical Trust Lincoln, Rhode Island	$162K	+$152K	1	0.22%	New
2234	RFP Root Financial Partners Encinitas, California	$160K	+$150K	1	0.01%	New
2235	OCM Osterweis Capital Management San Francisco, California	$155K	+$38.3K	1	0.01%	Increased
2236	RF Roxbury Financial Mount Arlington, New Jersey	$154K	$0	1	0.14%	Maintained
2237	FP Financial Perspectives Minneapolis, Minnesota	$149K	$0	1	0.04%	Maintained
2238	Emerald Mutual Fund Advisers Trust Leola, Pennsylvania	$148K	-$66.8K	1	0.01%	Reduced
2239	HC Hurley Capital New York	$148K	+$21.2K	1	0.08%	Increased
2240	MWA Medallion Wealth Advisors Farmington, Connecticut	$148K	$0	1	0.05%	Maintained
2241	Salem Investment Counselors Winston Salem, North Carolina	$148K	+$10.9K	1	0%	Increased
2242	GCM Gables Capital Management Miami, Florida	$148K	-$41.9K	2	0.06%	Reduced
2243	HI Hoey Investments Coatesville, Pennsylvania	$143K	$0	1	0.02%	Maintained
2244	QWM Quaker Wealth Management Moorestown, New Jersey	$143K	-$95.7K	1	0.05%	Reduced
2245	MHR Matthew Hamilton Rosenberg	$141K	$0	1	0.03%	Maintained
2246	BIA Bell Investment Advisors Oakland, California	$140K	-$6.51K	1	0.02%	Reduced
2247	UIA Ulland Investment Advisors Minneapolis, Minnesota	$138K	+$89.6K	1	0.1%	Increased
2248	MCM MV Capital Management Bethesda, Maryland	$135K	+$766	1	0.01%	Increased
2249	SIC SJS Investment Consulting Sylvania, Ohio	$134K	+$74.3K	1	0.02%	Increased
2250	FC Financial Consulate Hunt Valley, Maryland	$134K	+$126K	1	0.02%	New