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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
601	BWA BDO Wealth Advisors Jacksonville, Florida	$49K	+$20K	1	0.02%	Increased
602	Cohen & Steers New York	$47K	+$3.2K	1	0%	Increased
603	FANJ Financial Architects (New Jersey) Marlton, New Jersey	$47K	-$4K	1	0.01%	Reduced
604	Geneos Wealth Management Englewood, Colorado	$46K	$0	1	0%	Maintained
605	NIM NuWave Investment Management Parsippany, New Jersey	$46K	-$162K	1	0.06%	Reduced
606	Benjamin F. Edwards & Company St. Louis, Missouri	$43K	$0	1	0%	Maintained
607	Huntington National Bank Columbus, Ohio	$42K	+$40.6K	1	0%	New
608	PAM Paradigm Asset Management New York	$41.1K	$0	1	0.01%	Maintained
609	CAL Capital Advisors Ltd Shaker Heights, Ohio	$41K	$0	1	0.01%	Maintained
610	FHA Flagship Harbor Advisors Boston, Massachusetts	$41K	+$40.2K	1	0.01%	New
611	SignatureFD Atlanta, Georgia	$40K	+$2.6K	1	0%	Increased
612	CJA C-J Advisory San Jose, California	$39K	$0	1	0.03%	Maintained
613	SIAS Shine Investment Advisory Services Lone Tree, Colorado	$39K	-$47.8K	1	0.02%	Reduced
614	Citizens Financial Group Providence, Rhode Island	$38K	+$1K	1	0%	Increased
615	Quadrant Capital Group Cincinnati, Ohio	$38K	+$2.4K	1	0.01%	Increased
616	SCM Stumpf Capital Management Scottsdale, Arizona	$38K	$0	1	0.04%	Maintained
617	LJHT Laurie J. Hall Trustee	$37K	$0	1	0.02%	Maintained
618	PHK Point72 Hong Kong Hong Kong	$37K	-$72.8K	1	0.01%	Reduced
619	ARMC American Research & Management Company Marion, Massachusetts	$36K	$0	1	0.01%	Maintained
620	RCG Ruggie Capital Group Tavares, Florida	$36K	$0	1	0.02%	Maintained
621	SFG SevenBridge Financial Group Harrisburg, Pennsylvania	$36K	+$35K	1	0.02%	New
622	WWMSC Wagner Wealth Management (South Carolina) Greenville, South Carolina	$35K	$0	1	0.03%	Maintained
623	SIM Sonora Investment Management Tucson, Arizona	$30K	$0	1	0%	Maintained
624	CFA Carroll Financial Associates Charlotte, North Carolina	$29K	$0	1	0%	Maintained
625	IFAM Institutional & Family Asset Management Fort Collins, Colorado	$29K	-$400	1	0.01%	Reduced