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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
1826	BWA BlueSky Wealth Advisors New Bern, North Carolina	$205K	$0	1	0.03%	Maintained
1827	HIF Hill Island Financial Grand Rapids, Michigan	$205K	$0	1	0.06%	Maintained
1828	GAM Gemmer Asset Management Walnut Creek, California	$205K	-$13.5K	1	0.02%	Reduced
1829	CPWA Cerro Pacific Wealth Advisors San Luis Obispo, California	$204K	$0	1	0.08%	Maintained
1830	CWM Core Wealth Management Jupiter, Florida	$204K	$0	1	0.08%	Maintained
1831	HNWAG High Net Worth Advisory Group Naples, Florida	$204K	$0	1	0.06%	Maintained
1832	NFG Nadler Financial Group Deerfield, Illinois	$203K	+$200K	1	0.02%	New
1833	PAM Peak Asset Management Louisville, Colorado	$203K	$0	1	0.04%	Maintained
1834	CMS Capital Market Strategies Palm Beach Gardens, Florida	$203K	+$200K	1	0.12%	New
1835	RFA Resurgent Financial Advisors Atlanta, Georgia	$202K	-$4.38K	1	0.12%	Reduced
1836	KOC Koss-Olinger Consulting Gainesville, Florida	$202K	+$199K	1	0.02%	New
1837	PP Patten & Patten Chattanooga, Tennessee	$200K	+$197K	1	0.01%	New
1838	EFSCE Enterprise Financial Services Corp (EFSC) Clayton, Missouri	$200K	+$197K	1	0.12%	New
1839	TCM Tradewinds Capital Management Bellingham, Washington	$198K	+$4.04K	1	0.05%	Increased
1840	OWP ORG Wealth Partners Dallas, Texas	$192K	+$189K	1	0.06%	New
1841	CSC Caldwell Sutter Capital Sausalito, California	$191K	-$33.7K	1	0.09%	Reduced
1842	BC Barrett & Company Providence, Rhode Island	$190K	$0	1	0.08%	Maintained
1843	AT Arlington Trust Birmingham, Alabama	$189K	$0	1	0.04%	Maintained
1844	BSC Brown Shipley & Co London, United Kingdom	$188K	$0	1	0.09%	Maintained
1845	HGERS Householder Group Estate & Retirement Specialist Scottsdale, Arizona	$183K	+$54.2K	1	0.05%	Increased
1846	Avior Wealth Management Omaha, Nebraska	$183K	+$97K	1	0.01%	Increased
1847	JFGIW Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin	$183K	+$39.7K	1	0.01%	Increased
1848	QC Quent Capital New York	$180K	+$50.8K	1	0.02%	Increased
1849	AWM Activest Wealth Management Aventure, Florida	$174K	-$200K	1	0.05%	Reduced
1850	WB Webster Bank Waterbury, Connecticut	$174K	-$4.04K	1	0.02%	Reduced