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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
1851	EWP Elevation Wealth Partners Santa Rosa, California	$779K	-$24.2K	2	0.23%	Reduced
1852	GCP GSA Capital Partners London, United Kingdom	$778K	+$562K	1	0.05%	Increased
1853	NAMP NorthStar Asset Management (Pennsylvania) Blue Bell, Pennsylvania	$777K	$0	1	0.15%	Maintained
1854	Grimes & Company Westborough, Massachusetts	$774K	+$91.3K	1	0.02%	Increased
1855	NCM Nelson Capital Management Menlo Park, California	$773K	-$92.2K	1	0.08%	Reduced
1856	CWA Clarity Wealth Advisors San Jose, California	$773K	-$687	1	0.14%	Reduced
1857	NP Ninepoint Partners Toronto, Ontario, Canada	$773K	-$176K	1	0.06%	Reduced
1858	TCA Transcend Capital Advisors Madison, New Jersey	$768K	-$217K	1	0.05%	Reduced
1859	MW Marble Wealth Montgomery, Alabama	$767K	+$2.52K	1	0.12%	Increased
1860	BONST Bank of Nova Scotia Trust Toronto, Ontario, Canada	$766K	-$791K	1	0.06%	Reduced
1861	SP SmartHarvest Portfolios Poulsbo, Washington	$766K	+$50.1K	1	0.25%	Increased
1862	WA Waystone Advisors Redmond, Washington	$763K	-$5.95K	1	0.57%	Reduced
1863	CF Carlson Financial Canby, Oregon	$762K	$0	1	0.39%	Maintained
1864	PWM Palacios Wealth Management Ormond Beach, Florida	$761K	+$19.5K	1	0.45%	Increased
1865	FPL Fortress Private Ledger Raleigh, North Carolina	$759K	+$213K	1	0.21%	Increased
1866	RZH Relyea Zuckerberg Hanson Stamford, Connecticut	$759K	+$142K	1	0.06%	Increased
1867	Allianz Munich, Germany	$758K	-$1.37K	1	0.01%	Reduced
1868	WPWM Western Pacific Wealth Management Lake Forest, Illinois	$757K	$0	1	0.68%	Maintained
1869	IB Intrust Bank Wichita, Kansas	$756K	+$152K	1	0.06%	Increased
1870	CCA Childress Capital Advisors Houston, Texas	$754K	+$15.1K	1	0.12%	Increased
1871	MCA Martin Capital Advisors San Antonio, Texas	$754K	+$136K	1	0.4%	Increased
1872	OL OneFund LLC Saint Petersburg, Florida	$753K	+$5.26K	1	0.43%	Increased
1873	WW Westshore Wealth Newport Beach, California	$752K	+$8.24K	1	0.23%	Increased
1874	SIS Sound Income Strategies Ft Lauderdale, Florida	$752K	-$1.6K	1	0.03%	Reduced
1875	NG Novem Group Rochester, New York	$751K	-$96.4K	1	0.08%	Reduced