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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
2001	GC Garde Capital Seattle, Washington	$605K	+$36.9K	1	0.03%	Increased
2002	JWM JGP Wealth Management Bend, Oregon	$604K	+$21.1K	1	0.05%	Increased
2003	AIS AM Investment Strategies Chattanooga, Tennessee	$601K	+$8.93K	1	0.12%	Increased
2004	LJHT Laurie J. Hall Trustee	$600K	$0	1	0.19%	Maintained
2005	Valmark Advisers Akron, Ohio	$600K	-$1.6K	1	0.01%	Reduced
2006	CF Clarity Financial Houston, Texas	$598K	-$24.2M	1	0.05%	Reduced
2007	WA WBH Advisory Baltimore, Maryland	$597K	$0	1	0.04%	Maintained
2008	WAM WNY Asset Management Williamsville, New York	$597K	+$10.8K	1	0.05%	Increased
2009	LCWP Legacy Capital Wealth Partners Little Rock, Arkansas	$597K	-$52K	1	0.11%	Reduced
2010	PIWA Prevail Innovative Wealth Advisors Leawood, Kansas	$595K	+$7.55K	1	0.09%	Increased
2011	1WM 1900 Wealth Management San Antonio, Texas	$592K	+$397K	1	0.03%	New
2012	NFG Northbridge Financial Group Tampa, Florida	$592K	+$397K	1	0.23%	New
2013	JCIA Jackson Creek Investment Advisors Castle Rock, Colorado	$591K	-$15.6K	1	0.2%	Reduced
2014	CCAM Cascades Capital Asset Management Greensboro, North Carolina	$590K	-$59.3K	1	0.22%	Reduced
2015	CPW Cove Private Wealth Oyster Bay Cove, New York	$590K	+$4.12K	1	0.11%	Increased
2016	PWP Precedent Wealth Partners Houston, Texas	$590K	+$396K	1	0.1%	New
2017	3IP 3Chopt Investment Partners Richmond, Virginia	$587K	+$394K	1	0.11%	New
2018	EA Ellsworth Advisors Hudson, Ohio	$586K	$0	1	0.1%	Maintained
2019	GRWP Green Ridge Wealth Planning Montville, New Jersey	$586K	+$229	1	0.25%	Increased
2020	HCM Highview Capital Management Buffalo Grove, Illinois	$586K	+$393K	1	0.17%	New
2021	NFG Nadler Financial Group Deerfield, Illinois	$586K	-$4.12K	1	0.05%	Reduced
2022	WWMSC Wagner Wealth Management (South Carolina) Greenville, South Carolina	$584K	-$19.7K	1	0.11%	Reduced
2023	BRG Bay Rivers Group Williamsburg, Virginia	$581K	-$53.8K	1	0.2%	Reduced
2024	ICP Impact Capital Partners Greenwood Village, Colorado	$581K	-$27.2K	1	0.16%	Reduced
2025	BDL Banque de Luxembourg Luxembourg	$580K	-$151K	1	0.27%	Reduced