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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
2376	MIM Marshall Investment Management Littleton, Colorado	$22.9K	+$24K	1	0.01%	New
2377	LA LM Advisors San Diego, California	$22.6K	+$457K	1	0.36%	Increased
2378	VWA VSM Wealth Advisory Hunt Valley, Maryland	$22.4K	+$10.1K	1	0.01%	Increased
2379	VR Vision Retirement Ridgewood, New Jersey	$22K	-$138K	1	0.01%	Reduced
2380	RWM Rialto Wealth Management Syracuse, New York	$21.6K	+$2.18K	1	0%	Increased
2381	EWM Evolution Wealth Management Fort Myers, Florida	$21K	+$4.54K	1	0.02%	Increased
2382	POIA Pin Oak Investment Advisors Houston, Texas	$21K	$0	1	0.01%	Maintained
2383	JGCM Joseph Group Capital Management Columbus, Ohio	$20.8K	+$11.3K	1	0.01%	Increased
2384	T Tidemark San Diego, California	$20.4K	+$1.51K	1	0.01%	Increased
2385	LWMI Legacy Wealth Management (Idaho) Boise, Idaho	$20K	+$5.71K	1	0.01%	Increased
2386	NECFA New England Capital Financial Advisors Meriden, Connecticut	$19.9K	-$38.6K	1	0.01%	Reduced
2387	PGAM Princeton Global Asset Management Princeton, New Jersey	$19.9K	$0	1	0%	Maintained
2388	DWM Darwin Wealth Management Tampa, Florida	$19.9K	$0	1	0.01%	Maintained
2389	AW Ankerstar Wealth Leander, Texas	$19.4K	-$18.3K	1	0.02%	Reduced
2390	BCM Berbice Capital Management Melville, New York	$19.2K	-$269K	1	0.01%	Reduced
2391	FIM FWL Investment Management Dallas, Texas	$19.2K	$0	1	0%	Maintained
2392	CFM Cornerstone Financial Management Burlington, Massachusetts	$19K	+$3.95K	2	0.02%	Increased
2393	KFG Kingdom Financial Group Peoria, Arizona	$18.8K	$0	1	0.01%	Maintained
2394	LAS Lloyd Advisory Services Suwanee, Georgia	$18.8K	+$19.7K	1	0.01%	New
2395	DIP DT Investment Partners Chadds Ford, Pennsylvania	$18.4K	+$11.3K	1	0%	Increased
2396	HFS Horizon Financial Services Winston Salem, North Carolina	$18.4K	+$12.8K	1	0.01%	Increased
2397	TCM TD Capital Management Memphis, Tennessee	$18.3K	$0	1	0%	Maintained
2398	CFP Comprehensive Financial Planning East Petersburg, Pennsylvania	$17K	-$126K	1	0.01%	Reduced
2399	GCP Gill Capital Partners Denver, Colorado	$16.7K	+$17.5K	1	0%	New
2400	JAM JCIC Asset Management Toronto, Ontario, Canada	$16.5K	$0	1	0.01%	Maintained