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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
2251	NC NewSquare Capital Newtown Square, Pennsylvania	$7.28K	+$7.56K	1	0%	New
2252	CSWM Cassady Schiller Wealth Management Cincinnati, Ohio	$6.91K	+$7.18K	1	0%	New
2253	EBA Eagle Bay Advisors New York	$6.91K	$0	1	0%	Maintained
2254	FFA Frazier Financial Advisors Columbus, Ohio	$6.63K	+$1.89K	1	0.01%	Increased
2255	KA Kozak & Associates Highlands Ranch, Colorado	$6.6K	+$6.8K	1	0%	New
2256	AA Addison Advisors Middlebury, Vermont	$6.55K	$0	1	0%	Maintained
2257	KFI Key Financial Inc West Chester, Pennsylvania	$6.55K	$0	1	0%	Maintained
2258	W WealthCollab Bellevue, Washington	$6.55K	$0	1	0%	Maintained
2259	BHWM Bay Harbor Wealth Management Hunt Valley, Maryland	$6.55K	$0	1	0%	Maintained
2260	CWP Clark Wealth Partners O'fallon, Illinois	$5.82K	+$6.04K	1	0%	New
2261	CAM Chesapeake Asset Management New York	$5.46K	+$378	1	0.01%	Increased
2262	AFG Albion Financial Group Salt Lake City, Utah	$5.09K	$0	1	0%	Maintained
2263	CTWM Cherry Tree Wealth Management Minnetonka, Minnesota	$5.09K	$0	1	0%	Maintained
2264	ETS ESL Trust Services Rochester, New York	$5.09K	$0	1	0%	Maintained
2265	DPW DiNuzzo Private Wealth Beaver, Pennsylvania	$4.73K	$0	1	0%	Maintained
2266	JGIA Jackson Grant Investment Advisers Stamford, Connecticut	$4.37K	$0	1	0%	Maintained
2267	PG Proffitt & Goodson Knoxville, Tennessee	$3.64K	$0	1	0%	Maintained
2268	BCH Berkshire Capital Holdings San Jose, California	$3.64K	$0	1	0%	Maintained
2269	WCM WealthTrak Capital Management Virginia Beach, Virginia	$3.28K	+$3.4K	1	0%	New
2270	TCM TruNorth Capital Management Kalamazoo, Michigan	$3.27K	$0	1	0%	Maintained
2271	PS PayPay Securities Tokyo, Japan	$3.09K	+$189	1	0.13%	Increased
2272	PWA Principia Wealth Advisory Dallas, Texas	$3.09K	+$3.21K	1	0%	New
2273	CIAS CBIZ Investment Advisory Services Independence, Ohio	$2.91K	+$3.02K	1	0%	New
2274	ACA American Capital Advisory Ketchum, Idaho	$2.55K	+$2.65K	1	0%	New
2275	FC Family CFO Los Altos, California	$2.55K	+$2.65K	1	0%	New