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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
2401	WOSD WFA of San Diego San Diego, California	$1.64K	+$1.49K	1	0%	New
2402	BI Binnacle Investments Urbandale, Iowa	$1.23K	$0	1	0%	Maintained
2403	CTWM Cherry Tree Wealth Management Minnetonka, Minnesota	$1.23K	-$4.08K	1	0%	Reduced
2404	DFA DHJJ Financial Advisors Naperville, Illinois	$1.23K	$0	1	0%	Maintained
2405	FGC Financial Gravity Companies Lakeway, Texas	$1.23K	+$1.11K	1	0%	New
2406	LFASL Lugano Financial Advisors SA (LFA) Lugano, Switzerland	$1.23K	+$1.11K	1	0%	New
2407	HFS Horizon Financial Services Winston Salem, North Carolina	$1.02K	$0	1	0%	Maintained
2408	RBC Roble Belko & Company Sewickley, Pennsylvania	$1K	+$557	1	0%	Increased
2409	DF DecisionPoint Financial Mesa, Arizona	$988	+$929	1	0%	New
2410	IAS IMA Advisory Services Denver, Colorado	$819	+$743	1	0%	New
2411	NC North Capital Salt Lake City, Utah	$819	$0	1	0%	Maintained
2412	SRCM Signature Resources Capital Management Newport Beach, California	$819	+$743	1	0%	New
2413	HIA HFM Investment Advisors Glassboro, New Jersey	$614	+$371	1	0%	Increased
2414	LCM Logan Capital Management Newtown Square, Pennsylvania	$409	$0	1	0%	Maintained
2415	RJA Ross\Johnson & Associates Plymouth, Minnesota	$409	$0	1	0.01%	Maintained
2416	AA ABC Arbitrage Paris, France	$0	-$1.37M	0	–	Closed
2417	APF Alaska Permanent Fund Juneau, Alaska	$0	-$245K	0	–	Closed
2418	Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada	$0	-$4.88M	0	–	Closed
2419	Altimeter Capital Management Boston, Massachusetts	$0	-$4.69M	0	–	Closed
2420	ACM Anomaly Capital Management New York	$0	-$60.9M	0	–	Closed
2421	AFM Armstrong Fleming & Moore Washington, District of Columbia	$0	-$328K	0	–	Closed
2422	AIP Arrowpoint Investment Partners Singapore	$0	-$3.07M	0	–	Closed
2423	ALAM Asahi Life Asset Management Tokyo, Japan	$0	-$490K	0	–	Closed
2424	ACM Aster Capital Management Dubai, United Arab Emirates	$0	-$1.58M	0	–	Closed
2425	ACP Aveo Capital Partners Englewood, Colorado	$0	-$206K	0	–	Closed