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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
1226	JFA JNBA Financial Advisors Bloomington, Minnesota	$25K	$0	1	0%	Maintained
1227	TCWA Ten Capital Wealth Advisors Spokane, Washington	$25K	+$7.98K	1	0.01%	Increased
1228	WOC West Oak Capital Westlake Village, California	$25K	$0	1	0.01%	Maintained
1229	PP PFS Partners Mine Hill, New Jersey	$24.7K	$0	1	0.02%	Maintained
1230	CFFP Center for Financial Planning Southfied, Michigan	$24K	+$26.1K	1	0.01%	New
1231	C Covestor London, United Kingdom	$24K	-$3.72K	1	0.02%	Reduced
1232	FPS Fieldpoint Private Securities Greenwich, Connecticut	$24K	+$12.8K	1	0.01%	Increased
1233	WAM Worth Asset Management Dallas, Texas	$24K	-$3.72K	1	0.02%	Reduced
1234	BWM Baystate Wealth Management Boston, Massachusetts	$23K	$0	1	0%	Maintained
1235	CFN Cordasco Financial Network Naples, Florida	$23K	+$25K	1	0.02%	New
1236	PFGIA Patriot Financial Group Insurance Agency Westborough, Massachusetts	$23K	+$12.2K	1	0%	Increased
1237	TCWM Total Clarity Wealth Management St. Charles, Illinois	$22K	+$23.4K	1	0.01%	New
1238	TFA Toth Financial Advisory Leesburg, Virginia	$22K	-$4.26K	1	0%	Reduced
1239	Ancora Advisors Cleveland, Ohio	$21K	+$4.26K	1	0%	Increased
1240	DWP Destiny Wealth Partners Tavares, Florida	$21K	+$22.3K	1	0%	New
1241	FF FourThought Financial Venice, Florida	$21K	-$153K	1	0%	Reduced
1242	CWM Curi Wealth Management Raleigh, North Carolina	$20K	-$48.4K	1	0%	Reduced
1243	EARNEST Partners Atlanta, Georgia	$18K	$0	1	0%	Maintained
1244	OC Oakworth Capital Birmingham, Alabama	$18K	$0	1	0%	Maintained
1245	RA Rise Advisors Rochester, New York	$18K	+$17K	1	0.02%	Increased
1246	CA Crewe Advisors Salt Lake City, Utah	$17K	+$18.1K	1	0%	New
1247	DMKJ David M. Knott Jr	$17K	+$18.1K	1	0.01%	New
1248	PP Pacifica Partners Surrey, Canada	$15K	+$16K	1	0.01%	New
1249	WOSD WFA of San Diego San Diego, California	$15K	+$16K	1	0.01%	New
1250	Close Asset Management London, United Kingdom	$14K	-$5.85K	1	0%	Reduced