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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	APW Atlantic Private Wealth Chapel Hill, North Carolina	$34.1K	$0	1	0.03%	Maintained
2177	MLA MB, Levis & Associates Center Valley, Pennsylvania	$34.1K	$0	1	0.02%	Maintained
2178	PSB Piscataqua Savings Bank Portsmouth, New Hampshire	$34.1K	$0	1	0.03%	Maintained
2179	CA Centerpoint Advisors Needham, Massachusetts	$34K	$0	1	0.01%	Maintained
2180	DI DAGCO Inc Westlake, Ohio	$33.4K	+$36.2K	1	0.01%	New
2181	SIS Sound Income Strategies Ft Lauderdale, Florida	$33.3K	+$4.44K	1	0%	Increased
2182	AWM Abound Wealth Management Franklin, Tennessee	$33.1K	+$8.88K	1	0.01%	Increased
2183	RWS Retirement Wealth Solutions Marshfield, Wisconsin	$32.9K	$0	1	0.03%	Maintained
2184	AW Avion Wealth The Woodlands, Texas	$32K	$0	1	0.01%	Maintained
2185	FPB First PREMIER Bank Sioux Falls, South Dakota	$32K	$0	1	0.01%	Maintained
2186	PWMA Pension & Wealth Management Advisors Waltham, Massachusetts	$31.4K	$0	1	0.01%	Maintained
2187	AEPWM Atlantic Edge Private Wealth Management Jacksonville, Florida	$31K	+$6.64K	2	0.01%	Increased
2188	FIM FWL Investment Management Dallas, Texas	$30.9K	+$11.3K	1	0.01%	Increased
2189	HH HWG Holdings Houston, Texas	$30.7K	+$33.3K	1	0.01%	New
2190	PP Pacifica Partners Surrey, Canada	$29.7K	$0	1	0.01%	Maintained
2191	GIA GHP Investment Advisors Denver, Colorado	$29.6K	-$25.9K	1	0%	Reduced
2192	CAWM Capital A Wealth Management New Castle, Pennsylvania	$27.6K	$0	1	0.03%	Maintained
2193	CMA Cedar Mountain Advisors Lake Oswego, Oregon	$27.5K	-$2.03K	1	0.01%	Reduced
2194	HNW High Note Wealth Deephaven, Minnesota	$27.5K	$0	1	0.01%	Maintained
2195	RFG REAP Financial Group Austin, Texas	$27K	+$14.3K	2	0.01%	Increased
2196	Wolverine Asset Management Chicago, Illinois	$26.8K	+$29K	1	0%	New
2197	MSWM Mowery & Schoenfeld Wealth Management Lincolnshire, Illinois	$26.4K	+$2.4K	1	0.05%	Increased
2198	CAL Capital Advisors Ltd Shaker Heights, Ohio	$26K	-$740	1	0%	Reduced
2199	WA Whipplewood Advisors Littleton, Colorado	$25.4K	-$76.6K	1	0.02%	Reduced
2200	RTC Riverview Trust Company Vancouver, Washington	$25.3K	-$2.96K	1	0.02%	Reduced