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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
1951	CMA Cedar Mountain Advisors Lake Oswego, Oregon	$34.5K	$0	1	0.01%	Maintained
1952	APW Atlantic Private Wealth Chapel Hill, North Carolina	$34.2K	+$33.7K	1	0.03%	New
1953	MLA MB, Levis & Associates Center Valley, Pennsylvania	$34.2K	$0	1	0.02%	Maintained
1954	OC Oarsman Capital Milwaukee, Wisconsin	$34.2K	+$33.7K	1	0.01%	New
1955	SC Swan Capital Pensacola, Florida	$34.2K	$0	1	0.02%	Maintained
1956	PSB Piscataqua Savings Bank Portsmouth, New Hampshire	$34.2K	$0	1	0.03%	Maintained
1957	PGAM Princeton Global Asset Management Princeton, New Jersey	$33.5K	+$33K	1	0.01%	New
1958	PFA Pathway Financial Advisers Auburn, Indiana	$33.5K	$0	1	0.02%	Maintained
1959	GWSA Global Wealth Strategies & Associates Denver, Colorado	$32.1K	+$3.03K	1	0.01%	Increased
1960	MCM MidAtlantic Capital Management Richmond, Virginia	$32.1K	$0	1	0.02%	Maintained
1961	FPB First PREMIER Bank Sioux Falls, South Dakota	$32K	+$10.4K	1	0.01%	Increased
1962	PWMA Pension & Wealth Management Advisors Waltham, Massachusetts	$31.4K	+$31K	1	0.02%	New
1963	TWD True Wealth Design Akron, Ohio	$31.1K	+$29.6K	1	0.01%	Increased
1964	PP Pacifica Partners Surrey, Canada	$30.8K	$0	1	0.01%	Maintained
1965	SC Steph & Co Marinette, Wisconsin	$30.4K	+$6.73K	1	0.01%	Increased
1966	KWAG Kiely Wealth Advisory Group Kernersville, North Carolina	$29.9K	$0	1	0.02%	Maintained
1967	DCM Disciplina Capital Management Nashville, Tennessee	$29.4K	+$29K	1	0%	New
1968	SIS Sound Income Strategies Ft Lauderdale, Florida	$29.4K	+$22.6K	1	0%	Increased
1969	SIS Strategic Investment Solutions Orland Park, Illinois	$29.4K	+$18.5K	1	0.01%	Increased
1970	Itau Unibanco Holding S.A. Sao Paulo, Brazil	$29.1K	+$28.6K	1	0%	New
1971	AW Avion Wealth The Woodlands, Texas	$29K	+$2.36K	1	0.01%	Increased
1972	RTC Riverview Trust Company Vancouver, Washington	$27.3K	-$20.2K	1	0.02%	Reduced
1973	AIM Anchor Investment Management Columbia, South Carolina	$26.7K	$0	1	0%	Maintained
1974	CAL Capital Advisors Ltd Shaker Heights, Ohio	$26K	+$13.8K	1	0%	Increased
1975	FPFS First Personal Financial Services Charlotte, North Carolina	$26K	+$337	1	0.01%	Increased