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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
501	SWA Sutton Wealth Advisors Tampa, Florida	$29.4K	-$20.8K	1	0.03%	Reduced
502	GBBWRPM Genovese Burford & Brothers Wealth & Retirement Plan Management Sacramento, California	$29K	$0	1	0.01%	Maintained
503	IWA IBEX Wealth Advisors Bedminster, New Jersey	$28K	+$28.8K	1	0.01%	New
504	SIG Stanford Investment Group Mountain View, California	$26K	$0	1	0.01%	Maintained
505	BCM Blume Capital Management Berkeley, California	$25K	$0	1	0.02%	Maintained
506	CAL Capital Advisors Ltd Shaker Heights, Ohio	$25K	$0	1	0.01%	Maintained
507	FWM Focused Wealth Management Newburgh, New York	$25K	+$28.8K	1	0.01%	New
508	MWM Mascoma Wealth Management Hanover, New Hampshire	$24K	+$27.3K	1	0.02%	New
509	AIM Assured Investment Management New York	$22K	+$25.2K	1	0%	New
510	IHT Wealth Management Chicago, Illinois	$21K	+$24.3K	1	0.02%	New
511	RWA Ropes Wealth Advisors Boston, Massachusetts	$21K	$0	1	0.01%	Maintained
512	Geneos Wealth Management Englewood, Colorado	$20K	+$9.2K	1	0%	Increased
513	CJA C-J Advisory San Jose, California	$19K	$0	1	0.02%	Maintained
514	MUFG Americas New York	$19K	-$22.4K	1	0%	Reduced
515	SIM Sonora Investment Management Tucson, Arizona	$18.3K	+$6.61K	1	0%	Increased
516	BAM Barrett Asset Management New York	$18K	$0	1	0%	Maintained
517	Balentine LLC Atlanta, Georgia	$15K	-$7.33K	1	0%	Reduced
518	ED Exane Derivatives Paris, France	$13.8K	$0	1	0%	Maintained
519	Global Retirement Partners San Rafael, California	$13K	+$15.4K	1	0.01%	New
520	Nisa Investment Advisors St. Louis, Missouri	$13K	$0	1	0%	Maintained
521	TCI Wealth Advisors Tucson, Arizona	$13K	+$14.4K	1	0.01%	Increased
522	MWM MinichMacGregor Wealth Management Saratoga Springs, New York	$12K	-$288	1	0.01%	Reduced
523	Quadrant Capital Group Cincinnati, Ohio	$12K	+$4.17K	1	0.01%	Increased
524	BIG Bellwether Investment Group Chattanooga, Tennessee	$10K	+$11.4K	1	0.01%	New
525	Ancora Advisors Cleveland, Ohio	$9K	+$10.8K	1	0%	New