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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
2501	PEWA Pacific Excel Wealth Advisors Walnut Creek, California	$279K	+$187K	1	0.11%	New
2502	HFO Heritage Family Offices Scottsdale, Arizona	$279K	+$187K	1	0.11%	New
2503	PP Patten & Patten Chattanooga, Tennessee	$278K	+$187K	1	0.01%	New
2504	TWML Todd Wealth Management, LLC Venice, Florida	$277K	+$186K	1	0.21%	New
2505	IWS Integrity Wealth Solutions Denver, Colorado	$277K	+$186K	1	0.1%	New
2506	IAG Investment Advisory Group Hanover, Massachusetts	$277K	+$186K	1	0.06%	New
2507	PAS PKS Advisory Services Albany, New York	$275K	+$184K	1	0.04%	New
2508	SP Symmetry Partners Glastonbury, Connecticut	$275K	+$184K	1	0.01%	New
2509	CPG Cornerstone Planning Group Fairfield, New Jersey	$274K	+$6.41K	1	0.03%	Increased
2510	SEEDPG S.E.E.D. Planning Group Binghamton, New York	$273K	+$183K	1	0.07%	New
2511	RAM Ramirez Asset Management New York	$273K	$0	1	0.03%	Maintained
2512	SCG Sonata Capital Group Seattle, Washington	$273K	+$183K	1	0.09%	New
2513	IWP Insight Wealth Partners Plano, Texas	$272K	+$183K	1	0.04%	New
2514	PWP Prasad Wealth Partners Independence, Ohio	$271K	+$182K	1	0.07%	New
2515	VWM VCI Wealth Management St Louis, Missouri	$270K	+$181K	1	0.07%	New
2516	FPGK Financial Partners Group (Kansas) Overland Park, Kansas	$270K	+$181K	1	0.03%	New
2517	SWM Silverlake Wealth Management Williston, Vermont	$270K	+$181K	1	0.05%	New
2518	AIA Group Hong Kong	$269K	-$122K	1	0%	Reduced
2519	AAMC Asset Allocation & Management Company Chicago, Illinois	$269K	-$207K	1	0.09%	Reduced
2520	CI CPR Investments Rochester, Michigan	$268K	-$119K	1	0.21%	Reduced
2521	FWM Finer Wealth Management Salem, Massachusetts	$268K	+$180K	1	0.12%	New
2522	KFS Kelly Financial Services Braintree, Massachusetts	$267K	+$179K	1	0.06%	New
2523	BDPWM Barnes Dennig Private Wealth Management Cincinnati, Ohio	$267K	+$101K	1	0.21%	Increased
2524	IP Integras Partners Alpharetta, Georgia	$266K	+$179K	1	0.15%	New
2525	AIM Aigen Investment Management New York	$265K	+$247K	1	0.07%	New