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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
1801	MCM MidAtlantic Capital Management Richmond, Virginia	$26.7K	-$631	1	0.02%	Reduced
1802	JWA JFS Wealth Advisors Hermitage, Pennsylvania	$26.4K	+$18K	1	0%	Increased
1803	CJ Caitlin John Brighton, Michigan	$26.1K	$0	1	0.02%	Maintained
1804	PP Pacifica Partners Surrey, Canada	$25.6K	$0	1	0.01%	Maintained
1805	PFA Pathway Financial Advisers Auburn, Indiana	$25.3K	+$10.7K	1	0.01%	Increased
1806	GWSA Global Wealth Strategies & Associates Denver, Colorado	$24.2K	+$15.5K	1	0.01%	Increased
1807	PCMC Planning Capital Management Corporation Paoli, Pennsylvania	$23.3K	+$7.89K	1	0.02%	Increased
1808	RG Retirement Group San Diego, California	$23.3K	+$2.52K	1	0.01%	Increased
1809	AAG Accordant Advisory Group Annapolis, Maryland	$22.2K	+$24.6K	1	0.02%	New
1810	AIM Anchor Investment Management Columbia, South Carolina	$22.2K	+$24.6K	1	0%	New
1811	EPW Evergreen Private Wealth Greenwood Village, Colorado	$22.2K	$0	1	0.01%	Maintained
1812	WIA Wetzel Investment Advisors Indianapolis, Indiana	$21.6K	$0	1	0.01%	Maintained
1813	FPFS First Personal Financial Services Charlotte, North Carolina	$21.3K	$0	1	0%	Maintained
1814	AW Avion Wealth The Woodlands, Texas	$21K	+$15.1K	1	0.01%	Increased
1815	BHWM Beaird Harris Wealth Management Dallas, Texas	$20.5K	$0	1	0%	Maintained
1816	LF LifeSteps Financial Claremont, California	$20.5K	+$22.7K	1	0.02%	New
1817	AWM Abound Wealth Management Franklin, Tennessee	$20.2K	+$5.05K	1	0.01%	Increased
1818	RTC Riverview Trust Company Vancouver, Washington	$19.9K	+$22.1K	1	0.02%	New
1819	RFG REAP Financial Group Austin, Texas	$18.5K	+$2.52K	1	0.01%	Increased
1820	FPB First PREMIER Bank Sioux Falls, South Dakota	$18K	+$20.2K	1	0%	New
1821	SC Steph & Co Marinette, Wisconsin	$17.9K	+$19.9K	1	0.01%	New
1822	ACM Anfield Capital Management Irvine, California	$17.6K	+$19.6K	1	0.01%	New
1823	FIM FWL Investment Management Dallas, Texas	$17K	-$91.5K	1	0.01%	Reduced
1824	SC Stephens Consulting Flint, Michigan	$17K	$0	1	0.01%	Maintained
1825	TIM Tortoise Investment Management White Plains, New York	$16.8K	+$8.2K	1	0%	Increased