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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
1876	DPW DiNuzzo Private Wealth Beaver, Pennsylvania	$3.13K	$0	1	0%	Maintained
1877	VWA Valued Wealth Advisors Holladay, Utah	$3.13K	+$3.15K	1	0%	Increased
1878	CAM Chesapeake Asset Management New York	$3.13K	+$3.47K	1	0%	New
1879	CSB City State Bank Norwalk, Iowa	$3K	$0	1	0%	Maintained
1880	CHA Carmichael Hill & Associates Gaithersburg, Maryland	$2.84K	$0	1	0%	Maintained
1881	SIC SJS Investment Consulting Sylvania, Ohio	$2.84K	-$61.8K	1	0%	Reduced
1882	BCH Berkshire Capital Holdings San Jose, California	$2.84K	$0	1	0%	Maintained
1883	CIM Contravisory Investment Management Norwell, Massachusetts	$2.84K	$0	1	0%	Maintained
1884	TCM TruNorth Capital Management Kalamazoo, Michigan	$2.56K	+$2.84K	1	0%	New
1885	MSG Main Street Group Glen Allen, Virginia	$2.52K	$0	1	0%	Maintained
1886	APC Aspire Private Capital Cornelius, North Carolina	$2.27K	-$526K	1	0%	Reduced
1887	LWA Lowe Wealth Advisors Columbia, Maryland	$2.27K	+$2.52K	1	0%	New
1888	CAL Capital Advisors Ltd Shaker Heights, Ohio	$2K	+$1.89K	1	0%	New
1889	TFM TFC Financial Management Boston, Massachusetts	$1.71K	+$946	1	0%	Increased
1890	CIR Clear Investment Research Alpharetta, Georgia	$1.42K	$0	1	0%	Maintained
1891	DWA Delos Wealth Advisors Dallas, Texas	$1.42K	+$1.58K	1	0%	New
1892	A AlphaQuest New York	$1.14K	+$1.26K	1	0%	New
1893	SIM Studio Investment Management Chicago, Illinois	$1.14K	+$1.26K	1	0%	New
1894	TWD True Wealth Design Akron, Ohio	$1.14K	+$631	1	0%	Increased
1895	HCM Horrell Capital Management Little Rock, Arkansas	$1K	+$631	1	0%	New
1896	FGAM Financial Gravity Asset Management Lakeway, Texas	$984	-$315	1	0%	Reduced
1897	DFA DHJJ Financial Advisors Naperville, Illinois	$853	$0	1	0%	Maintained
1898	DWM Dogwood Wealth Management Lenexa, Kansas	$578	$0	1	0%	Maintained
1899	WestEnd Advisors Charlotte, North Carolina	$568	$0	1	0%	Maintained
1900	CAM ClariVest Asset Management San Diego, California	$565	-$10.2M	1	0%	Reduced