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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
1051	OCM Orion Capital Management Coronado, California	$9K	+$7.59K	1	0.01%	New
1052	Sumitomo Mitsui Financial Group Tokyo, Japan	$9K	+$8.43K	1	0%	New
1053	ATC Adirondack Trust Company Saratoga Springs, New York	$8K	$0	1	0%	Maintained
1054	FEG Financial Enhancement Group Anderson, Indiana	$8K	$0	1	0%	Maintained
1055	AWM Activest Wealth Management Aventure, Florida	$7K	$0	1	0%	Maintained
1056	BAM Barrett Asset Management New York	$7K	$0	1	0%	Maintained
1057	BCM Bourgeon Capital Management Darien, Connecticut	$7K	$0	1	0%	Maintained
1058	WAS Winch Advisory Services Appleton, Wisconsin	$7K	$0	1	0%	Maintained
1059	BA Bellwether Advisors Lincoln, Nebraska	$6K	+$5.48K	1	0%	New
1060	RTL Red Tortoise LLC Atlanta, Georgia	$6K	+$16.4K	1	0%	New
1061	VCM Versant Capital Management Phoenix, Arizona	$6K	$0	1	0%	Maintained
1062	VCM Vigilant Capital Management Portland, Maine	$6K	+$5.06K	1	0%	New
1063	YAL Your Advocates Ltd Houston, Texas	$6K	+$5.06K	1	0%	New
1064	RWM Raffa Wealth Management Washington, District of Columbia	$5.27K	$0	1	0%	Maintained
1065	DAM Delta Asset Management Memphis, Tennessee	$5K	$0	1	0%	Maintained
1066	DI Disciplined Investments Tulsa, Oklahoma	$5K	$0	1	0%	Maintained
1067	HWMA Heritage Wealth Management (Arizona) Phoenix, Arizona	$5K	$0	1	0%	Maintained
1068	VNA Valley National Advisers Bethlehem, Pennsylvania	$5K	$0	1	0%	Maintained
1069	GFPC Global Financial Private Client Sarasota, Florida	$4.87K	$0	1	0%	Maintained
1070	AFS Annapolis Financial Services Annapolis, Maryland	$4K	$0	1	0%	Maintained
1071	PWMG Prestige Wealth Management Group Flemington, New Jersey	$4K	+$1.26K	1	0%	Increased
1072	SC Solstein Capital Menlo Park, California	$4K	$0	1	0%	Maintained
1073	APWA Atlas Private Wealth Advisors Matawan, New Jersey	$3K	$0	1	0%	Maintained
1074	CAM ClariVest Asset Management San Diego, California	$3K	$0	1	0%	Maintained
1075	CX Institutional Auburn, Indiana	$3K	$0	1	0%	Maintained