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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
2326	VWA VSM Wealth Advisory Hunt Valley, Maryland	$16.4K	-$2.23K	1	0.01%	Reduced
2327	LIS Legacy Investment Solutions Meridian, Idaho	$16.2K	+$14.7K	1	0.01%	New
2328	LWMI Legacy Wealth Management (Idaho) Boise, Idaho	$16.2K	+$557	1	0.01%	Increased
2329	SC Stephens Consulting Flint, Michigan	$16.2K	+$3.53K	1	0%	Increased
2330	KG Kilter Group Rhinebeck, New York	$16K	+$14.5K	1	0.01%	New
2331	PWMG Private Wealth Management Group Princeton, New Jersey	$16K	$0	1	0.01%	Maintained
2332	RTL Red Tortoise LLC Atlanta, Georgia	$16K	$0	1	0.01%	Maintained
2333	RF Robinswood Financial Kirkland, Washington	$16K	$0	1	0.01%	Maintained
2334	WAS Winch Advisory Services Appleton, Wisconsin	$15.6K	+$1.86K	1	0%	Increased
2335	SC Steph & Co Marinette, Wisconsin	$15.1K	-$371	1	0%	Reduced
2336	IAG Innovative Advisory Group Lexington, Massachusetts	$14.9K	+$13.6K	1	0.01%	New
2337	EWM Evolution Wealth Management Fort Myers, Florida	$14.3K	+$13K	1	0.02%	New
2338	HWM HighMark Wealth Management St. Paul, Minnesota	$13.3K	$0	1	0.01%	Maintained
2339	TIM Tortoise Investment Management White Plains, New York	$13.3K	+$1.45K	1	0%	Increased
2340	IWM Inlight Wealth Management Atlanta, Georgia	$13.1K	$0	1	0.01%	Maintained
2341	DWM Dogwood Wealth Management Lenexa, Kansas	$13.1K	+$4.64K	1	0.01%	Increased
2342	CJH Christopher J. Hasenberg Eau Claire, Wisconsin	$12.7K	$0	1	0%	Maintained
2343	MCF Advisors Covington, Kentucky	$12.7K	$0	1	0%	Maintained
2344	T Transce3nd Kyle, Texas	$12.7K	$0	1	0.01%	Maintained
2345	PWMG Prestige Wealth Management Group Flemington, New Jersey	$12.3K	$0	1	0%	Maintained
2346	CBT Crews Bank & Trust Wauchula, Florida	$12.3K	$0	1	0%	Maintained
2347	OA Operose Advisors Milwaukee, Wisconsin	$11.9K	$0	1	0%	Maintained
2348	MCA Midwest Capital Advisors Grand Rapids, Michigan	$11.5K	$0	1	0.01%	Maintained
2349	LFA LGT Financial Advisors Dallas, Texas	$11.3K	+$10.2K	1	0.03%	New
2350	CSB City State Bank Norwalk, Iowa	$11.1K	+$1.11K	1	0%	Increased