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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
2251	LC Lavaca Capital Houston, Texas	$9.21K	$0	1	0%	Maintained
2252	SC Solstein Capital Menlo Park, California	$9.21K	$0	1	0.01%	Maintained
2253	VWA Valued Wealth Advisors Holladay, Utah	$8.87K	-$16.6K	1	0.01%	Reduced
2254	LIA Luken Investment Analytics Brentwood, Tennessee	$8.87K	$0	1	0%	Maintained
2255	PSFG Park Square Financial Group Roswell, Georgia	$8.53K	$0	1	0.01%	Maintained
2256	CSB City State Bank Norwalk, Iowa	$8.19K	$0	1	0%	Maintained
2257	Dixon Mitchell Investment Counsel Vancouver, British Columbia, Canada	$8.19K	$0	1	0%	Maintained
2258	WCM WealthTrak Capital Management Virginia Beach, Virginia	$7.68K	+$4.99K	1	0.01%	Increased
2259	BHWM Bay Harbor Wealth Management Hunt Valley, Maryland	$7K	+$925	1	0%	Increased
2260	CWM CarsonAllaria Wealth Management Glen Carbon, Illinois	$6.83K	$0	1	0%	Maintained
2261	DIP DT Investment Partners Chadds Ford, Pennsylvania	$6.83K	$0	1	0%	Maintained
2262	MAFA MJT & Associates Financial Advisory Monteviceo, Minnesota	$6.83K	+$7.4K	1	0.01%	New
2263	DWM Dogwood Wealth Management Lenexa, Kansas	$6.66K	+$6.47K	1	0%	Increased
2264	ACA American Capital Advisory Ketchum, Idaho	$6.31K	+$4.25K	1	0%	Increased
2265	AA Addison Advisors Middlebury, Vermont	$6.14K	$0	1	0%	Maintained
2266	FFA Frazier Financial Advisors Columbus, Ohio	$6.14K	$0	1	0%	Maintained
2267	W WealthCollab Bellevue, Washington	$6.14K	$0	1	0%	Maintained
2268	PW Pandora Wealth Oakbrook Terrace, Illinois	$6.14K	+$6.66K	1	0%	New
2269	KA Kozak & Associates Highlands Ranch, Colorado	$6.12K	$0	1	0%	Maintained
2270	MFA McClarren Financial Advisors State College, Pennsylvania	$6K	+$50.9K	1	0%	New
2271	CIR Clear Investment Research Alpharetta, Georgia	$5.46K	-$13.9K	1	0.01%	Reduced
2272	HFS Hughes Financial Services Herndon, Virginia	$5.31K	+$5.73K	1	0%	New
2273	IHWM Iron Horse Wealth Management Johston, Iowa	$5.12K	+$5.55K	1	0%	New
2274	KWM Kiker Wealth Management Jasper, Georgia	$5.12K	+$5.55K	1	0%	New
2275	OWP ORG Wealth Partners Dallas, Texas	$4.95K	-$20.2K	1	0%	Reduced