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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
1326	FWM Focused Wealth Management Newburgh, New York	$5.16K	-$803	1	0%	Reduced
1327	BAM Byrne Asset Management Kingston, New Jersey	$5.02K	$0	1	0%	Maintained
1328	CA Crewe Advisors Salt Lake City, Utah	$5.02K	-$20.2K	1	0%	Reduced
1329	SCA Stonebridge Capital Advisors St Paul, Minnesota	$5.02K	$0	1	0%	Maintained
1330	VCM Versant Capital Management Phoenix, Arizona	$5.02K	$0	1	0%	Maintained
1331	YAL Your Advocates Ltd Houston, Texas	$5.02K	$0	1	0%	Maintained
1332	WAS Winch Advisory Services Appleton, Wisconsin	$5K	$0	1	0%	Maintained
1333	RWM Raffa Wealth Management Washington, District of Columbia	$4.61K	$0	1	0%	Maintained
1334	DF DecisionPoint Financial Mesa, Arizona	$4.19K	+$4.82K	1	0%	New
1335	BCH Berkshire Capital Holdings San Jose, California	$4.19K	$0	1	0%	Maintained
1336	BC Burleson & Co Petaluma, California	$4.19K	+$2.89K	1	0%	Increased
1337	DWP Destiny Wealth Partners Tavares, Florida	$4.19K	+$4.82K	1	0%	New
1338	SWM Sugarloaf Wealth Management Duluth, Georgia	$4.19K	+$4.82K	1	0%	New
1339	CWA Carolina Wealth Advisors Myrtle Beach, South Carolina	$4K	$0	1	0%	Maintained
1340	SC Solstein Capital Menlo Park, California	$3.77K	$0	1	0%	Maintained
1341	CFO CVA Family Office Denver, Colorado	$3.63K	+$803	1	0%	Increased
1342	IRC Investors Research Corp Atlanta, Georgia	$3.35K	$0	1	0%	Maintained
1343	JWA JFS Wealth Advisors Hermitage, Pennsylvania	$3.35K	+$321	1	0%	Increased
1344	PO Private Ocean San Rafael, California	$3.35K	+$3.85K	1	0%	New
1345	HWM HighMark Wealth Management St. Paul, Minnesota	$3.21K	+$321	1	0%	Increased
1346	BWM BerganKDV Wealth Management Bloomington, Minnesota	$3.07K	+$321	1	0%	Increased
1347	ANBT American National Bank & Trust Wichita Falls, Texas	$3K	$0	1	0%	Maintained
1348	CWM CarsonAllaria Wealth Management Glen Carbon, Illinois	$3K	+$3.21K	1	0%	New
1349	FMP Financial Management Professionals Austin, Texas	$3K	$0	1	0%	Maintained
1350	NC NewSquare Capital Newtown Square, Pennsylvania	$2.51K	+$2.89K	1	0%	New