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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	BPW Bingham Private Wealth San Francisco, California	$218K	-$925	1	0.23%	Reduced
2002	4WM 49 Wealth Management Austin, Texas	$218K	-$2.59K	1	0.03%	Reduced
2003	SWM Shelton Wealth Management Fort Worth, Texas	$218K	$0	1	0.12%	Maintained
2004	PWM Palacios Wealth Management Ormond Beach, Florida	$215K	$0	1	0.16%	Maintained
2005	AlphaCore Capital La Jolla, California	$215K	+$233K	1	0.02%	New
2006	BW BXM Wealth Englewood, Colorado	$215K	+$233K	1	0.26%	New
2007	AC ASB Consultores Aventura, Florida	$215K	-$171K	1	0.14%	Reduced
2008	CI Ceera Investments Bellaire, Texas	$215K	+$1.48K	1	0.07%	Increased
2009	CCA Cooper Capital Advisors Encinitas, California	$214K	-$320K	1	0.23%	Reduced
2010	LCS Levin Capital Strategies New York	$213K	+$231K	1	0.02%	New
2011	BTWM Brass Tax Wealth Management Cincinnati, Ohio	$213K	$0	1	0.04%	Maintained
2012	CIAM Caitong International Asset Management Hong Kong	$212K	+$28.7K	1	0.16%	Increased
2013	SIM Stratos Investment Management Beachwood, Ohio	$212K	+$230K	1	0.01%	New
2014	MCM M1 Capital Management Bloomfield Hills, Michigan	$211K	+$229K	1	0.13%	New
2015	ML McAdam LLC Philadelphia, Pennsylvania	$211K	+$228K	1	0.01%	New
2016	LA Latitude Advisors Vero Beach, Florida	$211K	-$23.3K	1	0.12%	Reduced
2017	FSA Financial Sense Advisors San Diego, California	$211K	+$228K	1	0.06%	New
2018	FWA Flagship Wealth Advisors Wakefield, Massachusetts	$211K	$0	1	0.09%	Maintained
2019	LCGC Legacy Capital Group California Los Gatos, California	$210K	-$1.03M	1	0.07%	Reduced
2020	MWM MOKAN Wealth Management Overland Park, Kansas	$210K	+$227K	1	0.13%	New
2021	HAG HF Advisory Group Annapolis, Maryland	$209K	$0	1	0.09%	Maintained
2022	PCS Private Client Services Louisville, Kentucky	$209K	+$227K	1	0.1%	New
2023	TWA Tandem Wealth Advisors Phoenix, Arizona	$209K	+$227K	1	0.11%	New
2024	IAA Ironsides Asset Advisors Rocky Mount, North Carolina	$209K	$0	1	0.06%	Maintained
2025	PC Promus Capital Chicago, Illinois	$209K	$0	1	0.16%	Maintained