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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
676	LWM Liberty Wealth Management Oakland, California	$21K	+$21.5K	1	0.02%	New
677	BCA Bray Capital Advisors Naples, Florida	$20K	$0	1	0.01%	Maintained
678	CFA Carroll Financial Associates Charlotte, North Carolina	$19K	-$7.48K	1	0%	Reduced
679	POIA Pin Oak Investment Advisors Houston, Texas	$19K	$0	1	0.02%	Maintained
680	WAP Wealthcare Advisory Partners West Chester, Pennsylvania	$19K	$0	1	0%	Maintained
681	Wealthspire Advisors (Maryland) Potomac, Maryland	$18K	+$5.24K	1	0%	Increased
682	FPFS First Personal Financial Services Charlotte, North Carolina	$17K	-$1.68K	1	0.01%	Reduced
683	WAS WESPAC Advisors SoCal Pasadena, California	$17K	+$17.4K	1	0.01%	New
684	JFGIW Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin	$16K	+$13.1K	1	0%	Increased
685	ADL Asset Dedication LLC San Francisco, California	$15K	+$15K	1	0.01%	New
686	Fidelity International Hamilton, Bermuda	$15K	$0	1	0%	Maintained
687	GAM Gemmer Asset Management Walnut Creek, California	$15K	+$15K	1	0%	New
688	TFA Toth Financial Advisory Leesburg, Virginia	$13K	+$13.1K	1	0%	New
689	WCM WealthBridge Capital Management Westerville, Ohio	$13K	+$12.5K	1	0.01%	New
690	BDWM Brewin Dolphin Wealth Management Conskleagh, Dublin, Ireland	$12.2K	$0	1	0.01%	Maintained
691	JA JOYN Advisors Atlanta, Georgia	$11K	$0	1	0%	Maintained
692	LFA Legacy Financial Advisors Covington, Kentucky	$10K	$0	1	0%	Maintained
693	WOC West Oak Capital Westlake Village, California	$9.42K	-$112K	1	0.01%	Reduced
694	CHP Cable Hill Partners Portland, Oregon	$9K	$0	1	0%	Maintained
695	PCM Princeton Capital Management Red Bank, New Jersey	$9K	+$9.35K	1	0.01%	New
696	CCM Cribstone Capital Management Augusta, Maine	$8K	$0	1	0%	Maintained
697	LC Lindbrook Capital Calabasas, California	$8K	+$8.04K	1	0%	New
698	PFBT Parkside Financial Bank & Trust Saint Louis, Missouri	$8K	+$4.86K	1	0%	Increased
699	AIM Advantage Investment Management Cedar Rapids, Iowa	$7K	+$7.11K	1	0.01%	New
700	CA Claro Advisors Boston, Massachusetts	$7K	+$5.42K	1	0.01%	New