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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
801	DAM Delta Asset Management Memphis, Tennessee	$2K	$0	1	0%	Maintained
802	EWM Elmwood Wealth Management Berkeley, California	$2K	$0	1	0%	Maintained
803	HGWM Harvest Group Wealth Management Waltham, Massachusetts	$2K	+$2.5K	1	0%	New
804	LS Leelyn Smith Geneva, Illinois	$2K	$0	1	0%	Maintained
805	PFWA Paces Ferry Wealth Advisors Atlanta, Georgia	$2K	+$2K	1	0%	New
806	PWMG Prestige Wealth Management Group Flemington, New Jersey	$2K	$0	1	0%	Maintained
807	TCI Wealth Advisors Tucson, Arizona	$2K	$0	1	0%	Maintained
808	VNA Valley National Advisers Bethlehem, Pennsylvania	$2K	$0	1	0%	Maintained
809	VCM Versant Capital Management Phoenix, Arizona	$2K	$0	1	0%	Maintained
810	WAS Winch Advisory Services Appleton, Wisconsin	$2K	$0	1	0%	Maintained
811	APWA Atlas Private Wealth Advisors Matawan, New Jersey	$1K	$0	1	0%	Maintained
812	BWM BerganKDV Wealth Management Bloomington, Minnesota	$1K	$0	1	0%	Maintained
813	CSPIA Cary Street Partners Investment Advisory Richmond, Virginia	$1K	+$998	1	0%	New
814	CCM Chiron Capital Management Tallahassee, Florida	$1K	+$749	1	0%	New
815	CAM ClariVest Asset Management San Diego, California	$1K	$0	1	0%	Maintained
816	CA Crewe Advisors Salt Lake City, Utah	$1K	+$1.5K	1	0%	New
817	CCM Cribstone Capital Management Augusta, Maine	$1K	$0	1	0%	Maintained
818	PO Private Ocean San Rafael, California	$1K	-$1.75K	1	0%	Reduced
819	TFO Tarbox Family Office Newport Beach, California	$1K	$0	1	0%	Maintained
820	WIM Westside Investment Management Santa Monica, California	$17	$0	1	0%	Maintained
821	1W 1776 Wealth Atlanta, Georgia	$0	-$34K	0	–	Closed
822	AIM Aigen Investment Management New York	$0	-$1.89M	0	–	Closed
823	Apollon Wealth Management Mount Pleasant, South Carolina	$0	-$1K	0	–	Closed
824	AIC Aurora Investment Counsel Atlanta, Georgia	$0	-$1.31M	0	–	Closed
825	Balentine LLC Atlanta, Georgia	$0	-$6K	0	–	Closed