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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
1901	MAWCM Mine & Arao Wealth Creation & Management Campbell, California	$285	+$315	1	0%	New
1902	PAM Palisade Asset Management Minneapolis, Minnesota	$285	+$315	1	0%	New
1903	PP Paloma Partners Greenwich, Connecticut	$284	-$83.9K	1	0%	Reduced
1904	WPA West Paces Advisors Atlanta, Georgia	$284	$0	1	0%	Maintained
1905	AFWM Abich Financial Wealth Management Ashburn, Virginia	$0	-$2.06K	0	–	Closed
1906	AWM Able Wealth Management Toms River, New Jersey	$0	-$2.06K	0	–	Closed
1907	ACM Absolute Capital Management Pittsburgh, Pennsylvania	$0	-$2.04M	0	–	Closed
1908	AA Addison Advisors Middlebury, Vermont	$0	-$3.54K	0	–	Closed
1909	AP Advisors Preferred Rockville, Maryland	$0	-$1.74M	0	–	Closed
1910	A AJOVista Boston, Massachusetts	$0	-$97.9K	0	–	Closed
1911	ACM Alcosta Capital Management San Ramon, California	$0	-$4.15M	0	–	Closed
1912	AIP Almanack Investment Partners Wayne, Pennsylvania	$0	-$254K	0	–	Closed
1913	Altshuler Shaham Tel Aviv, Israel	$0	-$20.2K	0	–	Closed
1914	AWG Altus Wealth Group Colorado Springs, Colorado	$0	-$213K	0	–	Closed
1915	AT American Trust Lexington, Kentucky	$0	-$337K	0	–	Closed
1916	Annex Advisory Services Brookfield, Wisconsin	$0	-$325K	0	–	Closed
1917	AWA Arete Wealth Advisors Chicago, Illinois	$0	-$1.02M	0	–	Closed
1918	APA Astoria Portfolio Advisors New York	$0	-$226K	0	–	Closed
1919	AustralianSuper Melbourne, Australia	$0	-$1.03M	0	–	Closed
1920	Avantax Planning Partners Dubuque, Iowa	$0	-$394K	0	–	Closed
1921	AWP Avid Wealth Partners San Antonio, Texas	$0	-$201K	0	–	Closed
1922	BCM Barometer Capital Management Toronto, Ontario, Canada	$0	-$2.27M	0	–	Closed
1923	BWM BKM Wealth Management Brookfield, Wisconsin	$0	-$17.4K	0	–	Closed
1924	BSG Black Swift Group Boulder, Colorado	$0	-$5.31M	0	–	Closed
1925	Boothbay Fund Management New York	$0	-$641K	0	–	Closed