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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
951	VNA Valley National Advisers Bethlehem, Pennsylvania	$3K	$0	1	0%	Maintained
952	ED Exane Derivatives Paris, France	$2.9K	-$47.8K	1	0%	Reduced
953	APWA Atlas Private Wealth Advisors Matawan, New Jersey	$2K	$0	1	0%	Maintained
954	BWM BerganKDV Wealth Management Bloomington, Minnesota	$2K	$0	1	0%	Maintained
955	CAM ClariVest Asset Management San Diego, California	$2K	$0	1	0%	Maintained
956	HWM HighMark Wealth Management St. Paul, Minnesota	$2K	+$1.78K	1	0%	New
957	PWMG Prestige Wealth Management Group Flemington, New Jersey	$2K	+$1.07K	1	0%	Increased
958	TFO Tarbox Family Office Newport Beach, California	$2K	$0	1	0%	Maintained
959	CCM Cribstone Capital Management Augusta, Maine	$1K	$0	1	0%	Maintained
960	FHC First Horizon Corporation Memphis, Tennessee	$1K	+$357	1	0%	Increased
961	JPLA Joseph P. Lucia & Associates Yorktown Heights, New York	$1K	+$1.07K	1	0%	New
962	MFA McClarren Financial Advisors State College, Pennsylvania	$1K	$0	1	0%	Maintained
963	PO Private Ocean San Rafael, California	$1K	$0	1	0%	Maintained
964	WIM Westside Investment Management Santa Monica, California	$18	-$4.99K	1	0%	Reduced
965	1832 Asset Management Toronto, Ontario, Canada	$0	-$209M	0	–	Closed
966	ARG Advisory Resource Group Tulsa, Oklahoma	$0	-$228K	0	–	Closed
967	AC Alexandria Capital Arlington, Virginia	$0	-$3.46M	0	–	Closed
968	AWG Altus Wealth Group Colorado Springs, Colorado	$0	-$20K	0	–	Closed
969	Apollon Wealth Management Mount Pleasant, South Carolina	$0	-$445K	0	–	Closed
970	ACM Argent Capital Management St Louis, Missouri	$0	-$213K	0	–	Closed
971	ADL Asset Dedication LLC San Francisco, California	$0	-$11K	0	–	Closed
972	AFP Ausdal Financial Partners Davenport, Iowa	$0	-$568K	0	–	Closed
973	BDS Banco de Sabadell Miami, Florida	$0	-$534K	0	–	Closed
974	BSSFA Baron Silver Stevens Financial Advisors Boca Raton, Florida	$0	-$1K	0	–	Closed
975	BB Berkshire Bank Pittsfield, Massachusetts	$0	-$211K	0	–	Closed