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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
1276	JWBC J.W. Burns & Co Dewitt, New York	$209K	+$177K	1	0.04%	New
1277	KWM Kolinsky Wealth Management Ramsey, New Jersey	$209K	+$177K	1	0.22%	New
1278	JGUA John G. Ullman & Associates Corning, New York	$207K	+$176K	1	0.03%	New
1279	CPW Catalyst Private Wealth San Mateo, California	$206K	+$175K	1	0.14%	New
1280	WMP Wealth Management Partners Tucson, Arizona	$205K	+$174K	1	0.14%	New
1281	BC Barrett & Company Providence, Rhode Island	$203K	+$172K	1	0.13%	New
1282	CNBTD Citizens National Bank Trust Department Meridian, Mississippi	$201K	$0	1	0.06%	Maintained
1283	WPWM Western Pacific Wealth Management Lake Forest, Illinois	$193K	+$13.2K	1	0.15%	Increased
1284	LJHT Laurie J. Hall Trustee	$192K	$0	1	0.08%	Maintained
1285	NIMI Natixis Investment Managers International Paris, France	$190K	-$119K	1	0.01%	Reduced
1286	LD Lipe & Dalton Syracuse, New York	$185K	+$157K	1	0.11%	New
1287	AWM AllSquare Wealth Management Albany, New York	$180K	+$67.8K	1	0.12%	Increased
1288	AA Alta Advisers London, United Kingdom	$180K	$0	1	0.11%	Maintained
1289	AT Avalon Trust Santa Fe, New Mexico	$159K	+$135K	1	0.02%	New
1290	TCTC Holdings Dallas, Texas	$155K	+$6.1K	1	0.01%	Increased
1291	LC Lindbrook Capital Calabasas, California	$153K	-$3.73K	1	0.02%	Reduced
1292	SWA SOA Wealth Advisors New York	$153K	+$14.7K	1	0.04%	Increased
1293	MFT Moisand Fitzgerald Tamayo Orlando, Florida	$152K	+$67.8K	1	0.03%	Increased
1294	Thompson Siegel & Walmsley Richmond, Virginia	$150K	$0	1	0%	Maintained
1295	TCM Tradewinds Capital Management Bellingham, Washington	$150K	$0	1	0.05%	Maintained
1296	SWA Sutton Wealth Advisors Tampa, Florida	$148K	-$175K	1	0.08%	Reduced
1297	TD Private Client Wealth New York	$146K	+$113K	1	0.01%	Increased
1298	HBW Hazlett, Burt & Watson Wheeling, West Virginia	$141K	+$38.6K	1	0.12%	Increased
1299	BCM Blume Capital Management Berkeley, California	$140K	-$21.2K	1	0.04%	Reduced
1300	TC Truvestments Capital Sarasota, Florida	$136K	+$109K	1	0.07%	Increased