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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
1251	Wilbanks Smith & Thomas Asset Management Norfolk, Virginia	$226K	+$192K	1	0.01%	New
1252	NRI NFP Retirement Inc Aliso Viejo, California	$224K	+$190K	1	0.04%	New
1253	RIA Realta Investment Advisors Wilmington, Delaware	$224K	+$190K	1	0.05%	New
1254	IPW Invictus Private Wealth Denver, Colorado	$222K	+$189K	1	0.03%	New
1255	U.S. Capital Wealth Advisors Austin, Texas	$222K	+$5.08K	1	0.01%	Increased
1256	CFD Creative Financial Designs Kokomo, Indiana	$222K	+$8.47K	1	0.03%	Increased
1257	Coldstream Capital Management Bellevue, Washington	$221K	+$187K	1	0.01%	New
1258	HAS HBW Advisory Services Simi Valley, California	$220K	+$186K	1	0.05%	New
1259	TFA Trinity Financial Advisors Columbus, Ohio	$220K	+$186K	1	0.13%	New
1260	AWS AJ Wealth Strategies New York	$219K	+$186K	1	0.01%	New
1261	FB First Bancorp Damariscotta, Maine	$218K	+$185K	1	0.19%	New
1262	SP Symmetry Partners Glastonbury, Connecticut	$217K	+$184K	1	0.01%	New
1263	SGA Seaport Global Advisors Boston, Massachusetts	$216K	-$45.3K	1	0.68%	Reduced
1264	FFA Founders Financial Alliance Raleigh, North Carolina	$215K	+$182K	1	0.11%	New
1265	Chicago Partners Investment Group Chicago, Illinois	$212K	+$187K	1	0.01%	New
1266	FCA FinTrust Capital Advisors Greenville, South Carolina	$212K	+$169K	1	0.05%	Increased
1267	GGS Galvin Gaustad & Stein Scottsdale, Arizona	$212K	+$179K	1	0.02%	New
1268	CWA Clarus Wealth Advisors Peoria, Arizona	$212K	+$187K	1	0.13%	New
1269	TA TFB Advisors Overland Park, Kansas	$211K	+$179K	1	0.16%	New
1270	CWM Cornerstone Wealth Management St. Peters, Missouri	$211K	+$179K	1	0.02%	New
1271	CGL Clarius Group LLC Seattle, Washington	$211K	+$179K	1	0.02%	New
1272	SFG Sather Financial Group Victoria, Texas	$210K	+$178K	1	0.02%	New
1273	NorthRock Partners Minneapolis, Minnesota	$210K	+$178K	1	0.02%	New
1274	ACM AUA Capital Management Camp Hill, Pennsylvania	$210K	$0	1	0.14%	Maintained
1275	SIG Sargent Investment Group Bethesda, Maryland	$209K	+$181K	1	0.06%	New