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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
2676	TCI Wealth Advisors Tucson, Arizona	$208K	-$275K	1	0.01%	Reduced
2677	BFC Bedel Financial Consulting Indianapolis, Indiana	$208K	+$140K	1	0.02%	New
2678	CWM CCG Wealth Management San Diego, California	$207K	+$139K	1	0.05%	New
2679	MWP Meridian Wealth Partners Exton, Pennsylvania	$207K	+$139K	1	0.03%	New
2680	NIA NBZ Investment Advisors Knoxville, Tennessee	$207K	+$139K	1	0.08%	New
2681	VFP Verus Financial Partners Richmond, Virginia	$207K	+$139K	1	0.02%	New
2682	LAM Lotus Asset Management Nashville, Tennessee	$206K	+$138K	1	0.18%	New
2683	NLP Next Level Private Harrison, New York	$206K	+$138K	1	0.04%	New
2684	SC Saiph Capital Wyckoff, New Jersey	$206K	+$138K	1	0.06%	New
2685	APA Astoria Portfolio Advisors New York	$205K	-$128K	1	0.03%	Reduced
2686	DBRC D.B. Root & Company Pittsburgh, Pennsylvania	$205K	+$138K	1	0.04%	New
2687	VP Verisail Partners Chamblee, Georgia	$205K	+$138K	1	0.08%	New
2688	HA Heffernan Advisory Flagstaff, Arizona	$205K	+$137K	1	0.17%	New
2689	JCA January Capital Advisors San Francisco, California	$205K	+$137K	1	0.17%	New
2690	RIAS Rachor Investment Advisory Services Linden, Michigan	$205K	$0	1	0.1%	Maintained
2691	RIM RW Investment Management Eagle, Idaho	$205K	+$137K	1	0.02%	New
2692	WPA Wealth Preservation Advisors Chattanooga, Tennessee	$205K	$0	1	0.12%	Maintained
2693	WJS William John Sempolinski Easton, Massachusetts	$205K	+$137K	1	0.08%	New
2694	FOR Family Office Research Bethesda, Maryland	$204K	+$137K	1	0.08%	New
2695	PC Port Capital Chicago, Illinois	$203K	+$136K	1	0.01%	New
2696	KCFA Key Client Fiduciary Advisors Fairfield, New Jersey	$202K	+$136K	1	0.06%	New
2697	TPW TL Private Wealth Southlake, Texas	$202K	+$137K	1	0.07%	New
2698	FCMA Foresight Capital Management Advisors Saline, Michigan	$202K	+$136K	1	0.1%	New
2699	OFP OFC Financial Planning Short Hills, New Jersey	$202K	+$136K	1	0.18%	New
2700	UWM Urban Wealth Management El Segundo, California	$202K	+$135K	1	0.18%	New