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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	SC Schoolcraft Capital Boulder, Colorado	$235K	$0	1	0.05%	Maintained
1952	WIA Wealthedge Investment Advisors New York	$235K	-$865K	1	0.11%	Reduced
1953	CCM Cloud Capital Management Seattle, Washington	$235K	+$256K	1	0.17%	New
1954	YP YANKCOM Partnership Yankton, South Dakota	$235K	+$17.2K	1	0.13%	Increased
1955	GWM GSB Wealth Management Guilford, Connecticut	$233K	+$6.29K	1	0.06%	Increased
1956	AP Atwood & Palmer Kansas City, Missouri	$232K	+$151K	1	0.02%	Increased
1957	PCS Personal CFO Solutions Chester, New Jersey	$232K	+$35.7K	1	0.05%	Increased
1958	PMG ProVise Management Group Clearwater, Florida	$232K	-$39.9K	1	0.02%	Reduced
1959	TW Transform Wealth Greenwood Village, Colorado	$232K	-$52K	1	0.01%	Reduced
1960	NFG Nadler Financial Group Deerfield, Illinois	$231K	+$32.9K	1	0.03%	Increased
1961	VCM Versant Capital Management Phoenix, Arizona	$231K	+$131K	1	0.04%	Increased
1962	AF Advisornet Financial Minnetonka, Minnesota	$231K	+$78.2K	1	0.02%	Increased
1963	AWG Altus Wealth Group Colorado Springs, Colorado	$231K	+$32.7K	1	0.11%	Increased
1964	Pure Financial Advisors San Diego, California	$230K	+$32.5K	1	0%	Increased
1965	CWA Consilium Wealth Advisory Richardson, Texas	$229K	+$4.44K	1	0.12%	Increased
1966	BHB Bank Hapoalim BM Tel Aviv, Israel	$229K	-$84.3K	1	0.03%	Reduced
1967	JCM Jacobsen Capital Management Salt Lake City, Utah	$229K	+$5.36K	1	0.1%	Increased
1968	BFA Bill Few Associates Pittsburgh, Pennsylvania	$228K	$0	1	0.08%	Maintained
1969	OWA Opal Wealth Advisors Jericho, New York	$228K	+$925	1	0.07%	Increased
1970	SAM Sequent Asset Management Houston, Texas	$228K	$0	1	0.13%	Maintained
1971	DCM Dudley Capital Management Middleburg, Virginia	$227K	$0	1	0.12%	Maintained
1972	BFIM Beese Fulmer Investment Management Canton, Ohio	$226K	+$245K	1	0.02%	New
1973	NCM Nelson Capital Management Menlo Park, California	$226K	-$18.5K	1	0.04%	Reduced
1974	EFSCE Enterprise Financial Services Corp (EFSC) Clayton, Missouri	$226K	+$21.3K	1	0.13%	Increased
1975	ABWM Alpine Bank Wealth Management Grand Junction, Colorado	$225K	+$244K	1	0.04%	New