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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
751	Valeo Financial Advisors Carmel, Indiana	$33K	$0	1	0%	Maintained
752	BAM Barrett Asset Management New York	$32K	$0	1	0%	Maintained
753	CJA C-J Advisory San Jose, California	$30K	$0	1	0.02%	Maintained
754	LWM Liberty Wealth Management Oakland, California	$30K	+$2.67K	1	0.02%	Increased
755	WCM Wealthcare Capital Management Richmond, Virginia	$30K	$0	1	0%	Maintained
756	Bessemer Group Woodbridge, New Jersey	$29K	+$1.11K	1	0%	Increased
757	CB Community Bank Dewitt, New York	$29K	$0	1	0.01%	Maintained
758	MFT Moisand Fitzgerald Tamayo Orlando, Florida	$29K	$0	1	0.02%	Maintained
759	KFS Kelly Financial Services Braintree, Massachusetts	$28.4K	+$26K	1	0.03%	New
760	AF Advisornet Financial Minnetonka, Minnesota	$28K	$0	1	0%	Maintained
761	IFP Advisors Tampa, Florida	$28K	-$165K	1	0%	Reduced
762	AOWM Alpha Omega Wealth Management Richmond, Virginia	$26K	+$23.6K	1	0.01%	New
763	BCA Bray Capital Advisors Naples, Florida	$26K	$0	1	0.01%	Maintained
764	FPFS First Personal Financial Services Charlotte, North Carolina	$26K	+$3.78K	1	0.01%	Increased
765	MCM Manchester Capital Management Manchester, Vermont	$26K	+$24.3K	1	0%	New
766	Global Retirement Partners San Rafael, California	$24K	+$22.3K	1	0.01%	New
767	NSIM North Star Investment Management Chicago, Illinois	$24K	-$77.9K	1	0%	Reduced
768	POIA Pin Oak Investment Advisors Houston, Texas	$24K	$0	1	0.02%	Maintained
769	WAP Wealthcare Advisory Partners West Chester, Pennsylvania	$24K	$0	1	0%	Maintained
770	ED Exane Derivatives Paris, France	$23.1K	-$304K	1	0%	Reduced
771	SIM Sonora Investment Management Tucson, Arizona	$23K	-$11.1K	1	0%	Reduced
772	WAS WESPAC Advisors SoCal Pasadena, California	$22K	$0	1	0.01%	Maintained
773	CT Clearstead Trust Portland, Maine	$21K	+$18.7K	1	0.02%	New
774	LFA Legacy Financial Advisors Covington, Kentucky	$21K	+$8.01K	1	0.01%	Increased
775	FIB First Interstate Bank Billings, Montana	$20K	-$42.3K	1	0%	Reduced