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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	WOC West Oak Capital Westlake Village, California	$61.4K	$0	1	0.02%	Maintained
2252	MSFP Mark Sheptoff Financial Planning Glastonbury, Connecticut	$61.4K	$0	1	0.03%	Maintained
2253	PP PFS Partners Mine Hill, New Jersey	$61.4K	$0	1	0.03%	Maintained
2254	CFFP Center for Financial Planning Southfied, Michigan	$60.2K	$0	1	0.01%	Maintained
2255	DAM Delta Asset Management Memphis, Tennessee	$59.8K	$0	1	0.01%	Maintained
2256	AAG Armstrong Advisory Group Needham, Massachusetts	$58.9K	-$14.5K	1	0%	Reduced
2257	KPP Kings Path Partners Sugar Land, Texas	$58.9K	$0	1	0.02%	Maintained
2258	PP Pingora Partners Wilson, Wyoming	$57.3K	$0	1	0.04%	Maintained
2259	BAM Byrne Asset Management Kingston, New Jersey	$56.9K	-$53.5K	0	–	Closed
2260	SIC SJS Investment Consulting Sylvania, Ohio	$55.3K	-$20.1K	1	0.01%	Reduced
2261	KFP Keener Financial Planning Keller, Texas	$53K	$0	1	0.03%	Maintained
2262	RCM Raleigh Capital Management Cary, North Carolina	$52.2K	-$4.46K	1	0.02%	Reduced
2263	HC Hara Capital Bellevue, Washington	$51.2K	$0	1	0.03%	Maintained
2264	MSWA Marshall & Sterling Wealth Advisors Poughkeepsie, New York	$50.3K	$0	1	0.03%	Maintained
2265	RWM Raffa Wealth Management Washington, District of Columbia	$49.9K	+$26.4K	1	0.01%	Increased
2266	AEPWM Atlantic Edge Private Wealth Management Jacksonville, Florida	$49.3K	+$11.1K	1	0.01%	Increased
2267	TIM Total Investment Management Scottsdale, Arizona	$48.9K	+$44.4K	1	0.01%	New
2268	PSB Piscataqua Savings Bank Portsmouth, New Hampshire	$48.3K	+$6.68K	1	0.04%	Increased
2269	ACA Atlas Capital Advisors Jackson, Wyoming	$47.1K	-$37.1K	1	0.01%	Reduced
2270	GWSA Global Wealth Strategies & Associates Denver, Colorado	$46.2K	-$7.8K	1	0.01%	Reduced
2271	CCM Carderock Capital Management Chevy Chase, Maryland	$46K	+$41.8K	1	0.01%	New
2272	AW Avion Wealth The Woodlands, Texas	$44K	+$6.68K	1	0.01%	Increased
2273	ME McIlrath & Eck Arlington, Washington	$43.8K	+$22.3K	1	0.01%	Increased
2274	GEA Glen Eagle Advisors Kingston, New Jersey	$43.4K	$0	1	0.01%	Maintained
2275	UIA Ulland Investment Advisors Minneapolis, Minnesota	$43K	-$1.86K	1	0.03%	Reduced