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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	Nelson Capital Management Menlo Park, California	$259K	$0	1	0.04%	Maintained
1877	Great Diamond Partners Portland, Maine	$259K	-$16.4K	1	0.07%	Reduced
1878	Inspire Investing Meridian, Idaho	$258K	-$46.8K	1	0.03%	Reduced
1879	Watts Gwilliam & Co Gilbert, Arizona	$257K	+$5.86K	1	0.05%	Increased
1880	GB Goepper Burkhardt Greenville, South Carolina	$257K	$0	1	0.1%	Maintained
1881	CCIA Cherry Creek Investment Advisors Englewood, Colorado	$257K	+$1.13K	1	0.13%	Increased
1882	UBS O'Connor Chicago, Illinois	$257K	+$267K	1	0.01%	New
1883	FCM Fire Capital Management San Francisco, California	$255K	+$265K	1	0.19%	New
1884	WI Wintrust Investments Chicago, Illinois	$255K	+$756	1	0.22%	Increased
1885	EL EWA LLC Pittsbugh, Pennsylvania	$255K	-$14.4K	1	0.1%	Reduced
1886	Financial Management Professionals Austin, Texas	$253K	$0	1	0.03%	Maintained
1887	Capstone Financial Advisors Downers Grove, Illinois	$251K	+$1.89K	1	0.02%	Increased
1888	SC Schoolcraft Capital Boulder, Colorado	$251K	$0	1	0.05%	Maintained
1889	Onyx Bridge Wealth Group Tarrytown, New York	$250K	+$260K	1	0.04%	New
1890	Family Management New York	$250K	-$18.9K	1	0.04%	Reduced
1891	Stokes Family Office New Orleans, Louisiana	$250K	-$6.42K	1	0.03%	Reduced
1892	HS Horan Securities Cincinnati, United States	$249K	+$30.4K	1	0.09%	Increased
1893	Confluence Wealth Services Mcmurray, Pennsylvania	$248K	+$9.26K	1	0.02%	Increased
1894	LA Latitude Advisors Vero Beach, Florida	$248K	+$1.32K	1	0.14%	Increased
1895	ORG Optimist Retirement Group Bellevue, Washington	$247K	-$5.29K	1	0.12%	Reduced
1896	Sivia Capital Partners Mill Valley, California	$247K	-$567	1	0.12%	Reduced
1897	CA CV Advisors Aventura, Florida	$246K	+$673K	1	0.09%	New
1898	Blume Capital Management Berkeley, California	$246K	-$11.7K	1	0.06%	Reduced
1899	D'Orazio & Associates Falls Church, Virginia	$246K	+$2.64K	1	0.04%	Increased
1900	EWM Elite Wealth Management Kirkland, Washington	$245K	+$378	1	0.03%	Increased