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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
2176	SIS Sound Income Strategies Ft Lauderdale, Florida	$31.1K	-$189	1	0%	Reduced
2177	RTC Riverview Trust Company Vancouver, Washington	$29.8K	+$756	1	0.03%	Increased
2178	CAWM Capital A Wealth Management New Castle, Pennsylvania	$29.5K	+$30.6K	1	0.05%	New
2179	KWAG Kiely Wealth Advisory Group Kernersville, North Carolina	$29.5K	$0	1	0.02%	Maintained
2180	HNW High Note Wealth Deephaven, Minnesota	$29.3K	+$30.4K	1	0.01%	New
2181	SIS Strategic Investment Solutions Orland Park, Illinois	$29.2K	-$5.86K	1	0.01%	Reduced
2182	SFGP Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania	$28.8K	+$29.8K	1	0%	New
2183	AIM Anchor Investment Management Columbia, South Carolina	$28.4K	$0	1	0%	Maintained
2184	CAL Capital Advisors Ltd Shaker Heights, Ohio	$28K	+$378	1	0%	Increased
2185	AEPWM Atlantic Edge Private Wealth Management Jacksonville, Florida	$26.6K	+$12.5K	1	0.01%	Increased
2186	AWM Abound Wealth Management Franklin, Tennessee	$26.6K	-$378	1	0.01%	Reduced
2187	MSWM Mowery & Schoenfeld Wealth Management Lincolnshire, Illinois	$25.8K	-$124K	1	0.05%	Reduced
2188	VWA Valued Wealth Advisors Holladay, Utah	$25.8K	+$11.3K	1	0.02%	Increased
2189	SIC SJS Investment Consulting Sylvania, Ohio	$25.5K	-$378	1	0%	Reduced
2190	OWP ORG Wealth Partners Dallas, Texas	$25.1K	-$186K	1	0.01%	Reduced
2191	T Transce3nd Kyle, Texas	$24.7K	+$25.7K	1	0.01%	New
2192	NECFA New England Capital Financial Advisors Meriden, Connecticut	$22.6K	-$18.9K	1	0.01%	Reduced
2193	SC Stephens Consulting Flint, Michigan	$21.8K	$0	1	0.01%	Maintained
2194	AFM Aspetuck Financial Management Westport, Connecticut	$21.8K	+$22.7K	1	0.02%	New
2195	FIM FWL Investment Management Dallas, Texas	$21.8K	$0	1	0.01%	Maintained
2196	FFO Fortitude Family Office Scottsdale, Arizona	$21.5K	$0	1	0.01%	Maintained
2197	POIA Pin Oak Investment Advisors Houston, Texas	$21K	-$11.7K	1	0.02%	Reduced
2198	CIR Clear Investment Research Alpharetta, Georgia	$20.7K	+$18.3K	1	0.03%	Increased
2199	NCM Northwest Capital Management Lake Oswego, Oregon	$20K	-$113K	1	0.01%	Reduced
2200	RWM Rialto Wealth Management Syracuse, New York	$20K	+$20.8K	1	0.01%	New