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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	AEPWM Atlantic Edge Private Wealth Management Jacksonville, Florida	$13.7K	$0	1	0%	Maintained
2002	PWMG Private Wealth Management Group Princeton, New Jersey	$13.3K	$0	1	0.01%	Maintained
2003	RTL Red Tortoise LLC Atlanta, Georgia	$13.3K	$0	1	0.01%	Maintained
2004	RF Robinswood Financial Kirkland, Washington	$13.3K	$0	1	0.01%	Maintained
2005	JAM JCIC Asset Management Toronto, Ontario, Canada	$13K	$0	1	0.01%	Maintained
2006	DF Dunhill Financial London, United Kingdom	$12.6K	+$10.8K	1	0.01%	Increased
2007	HWM HighMark Wealth Management St. Paul, Minnesota	$12.3K	+$4.71K	1	0.01%	Increased
2008	NAAA New Age Alpha Advisors Rye, New York	$12K	$0	1	0.01%	Maintained
2009	WAS Winch Advisory Services Appleton, Wisconsin	$11.3K	$0	1	0%	Maintained
2010	CJH Christopher J. Hasenberg Eau Claire, Wisconsin	$11K	+$10.4K	1	0%	New
2011	CAM Costello Asset Management Feasterville, Pennsylvania	$10.6K	+$2.02K	1	0.01%	Increased
2012	CWA Carolina Wealth Advisors Myrtle Beach, South Carolina	$10.3K	$0	1	0.01%	Maintained
2013	NI NCP Inc La Quinta, California	$10.3K	$0	1	0.01%	Maintained
2014	PWMG Prestige Wealth Management Group Flemington, New Jersey	$10.3K	$0	1	0%	Maintained
2015	SC Sawyer & Company Boston, Massachusetts	$10K	+$9.76K	1	0%	New
2016	SC Solstein Capital Menlo Park, California	$9.23K	$0	1	0%	Maintained
2017	NFA Northwest Financial Advisors Herndon, Virginia	$8.54K	+$8.42K	1	0.01%	New
2018	CWM CarsonAllaria Wealth Management Glen Carbon, Illinois	$6.84K	$0	1	0%	Maintained
2019	DIP DT Investment Partners Chadds Ford, Pennsylvania	$6.84K	+$6.73K	1	0%	New
2020	EBA Eagle Bay Advisors New York	$6.49K	+$2.36K	1	0%	Increased
2021	MWA MFA Wealth Advisors Pittsburgh, Pennsylvania	$6.49K	$0	1	0%	Maintained
2022	AA Addison Advisors Middlebury, Vermont	$6.15K	+$6.06K	1	0%	New
2023	W WealthCollab Bellevue, Washington	$6.15K	$0	1	0%	Maintained
2024	BHWM Bay Harbor Wealth Management Hunt Valley, Maryland	$6.15K	$0	1	0%	Maintained
2025	KFI Key Financial Inc West Chester, Pennsylvania	$6.15K	+$2.02K	1	0%	Increased