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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
1526	SCA Stuart Chaussee & Associates Palos Verdes Estates, California	$13K	$0	1	0%	Maintained
1527	EWM Evermay Wealth Management Arlington, Virginia	$12.3K	$0	1	0%	Maintained
1528	JMF Johnson Midwest Financial Glidden, Iowa	$12.3K	$0	1	0.01%	Maintained
1529	CMP Coston McIsaac & Partners Bar Harbor, Maine	$12K	$0	1	0%	Maintained
1530	FWM Focused Wealth Management Newburgh, New York	$11K	$0	1	0%	Maintained
1531	GEA Glen Eagle Advisors Kingston, New Jersey	$11K	$0	1	0%	Maintained
1532	SN Sittner & Nelson Eugene, Oregon	$10.7K	$0	1	0.01%	Maintained
1533	TIM Tortoise Investment Management White Plains, New York	$10.7K	-$832	1	0%	Reduced
1534	AWM Abound Wealth Management Franklin, Tennessee	$10.5K	+$8.53K	1	0%	New
1535	VCM Versant Capital Management Phoenix, Arizona	$10.5K	+$1.04K	1	0%	Increased
1536	2L 25 LLC St. Louis, Missouri	$10K	+$624	1	0.01%	Increased
1537	RTL Red Tortoise LLC Atlanta, Georgia	$9.96K	$0	1	0.01%	Maintained
1538	RF Robinswood Financial Kirkland, Washington	$9.96K	+$8.12K	1	0%	New
1539	JAM JCIC Asset Management Toronto, Ontario, Canada	$9.71K	+$2.91K	1	0%	Increased
1540	SIS Sound Income Strategies Ft Lauderdale, Florida	$9.71K	+$6.04K	1	0%	Increased
1541	NC NewSquare Capital Newtown Square, Pennsylvania	$9.2K	-$4.79K	1	0%	Reduced
1542	YAL Your Advocates Ltd Houston, Texas	$9.2K	$0	1	0%	Maintained
1543	BAM Byrne Asset Management Kingston, New Jersey	$9K	$0	1	0.01%	Maintained
1544	JWA JFS Wealth Advisors Hermitage, Pennsylvania	$8.69K	+$2.08K	1	0%	Increased
1545	GGI Godsey & Gibb Inc Richmond, Virginia	$8.43K	+$6.87K	1	0%	New
1546	RWM Raffa Wealth Management Washington, District of Columbia	$8.43K	$0	1	0%	Maintained
1547	WAS Winch Advisory Services Appleton, Wisconsin	$8K	$0	1	0%	Maintained
1548	DF DecisionPoint Financial Mesa, Arizona	$7.67K	$0	1	0%	Maintained
1549	BCH Berkshire Capital Holdings San Jose, California	$7.67K	$0	1	0%	Maintained
1550	CWA Carolina Wealth Advisors Myrtle Beach, South Carolina	$7.67K	$0	1	0%	Maintained