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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
2276	TCM TD Capital Management Memphis, Tennessee	$2.55K	$0	1	0%	Maintained
2277	AA AlphaMark Advisors Ft. Wright, Kentucky	$2K	-$1.13K	1	0%	Reduced
2278	WCM Winthrop Capital Management Carmel, Indiana	$2K	+$2.27K	1	0%	New
2279	CWM Centricity Wealth Management Westerville, Ohio	$1.82K	+$1.89K	1	0%	New
2280	DWA Delos Wealth Advisors Dallas, Texas	$1.82K	$0	1	0%	Maintained
2281	MAS MPWM Advisory Solutions Alpharetta, Georgia	$1.82K	+$1.89K	1	0%	New
2282	NS NBC Securities Birmingham, Alabama	$1.81K	-$1.85M	1	0.17%	Reduced
2283	WWA Wingate Wealth Advisors Lexington, Massachusetts	$1.46K	+$1.51K	1	0%	New
2284	ORAM One River Asset Management Stamford, Connecticut	$1.11K	+$756	1	0%	Increased
2285	DFA DHJJ Financial Advisors Naperville, Illinois	$1.09K	$0	1	0%	Maintained
2286	FGC Financial Gravity Companies Lakeway, Texas	$1.09K	+$378	1	0%	Increased
2287	FLP Financial Life Planners Tempe, Arizona	$1.09K	+$1.13K	1	0%	New
2288	NWM Navigoe Wealth Management Redondo Beach, California	$1K	+$1.89K	1	0%	New
2289	Country Trust Bank Bloomington, Illinois	$728	$0	1	0%	Maintained
2290	DWM Dogwood Wealth Management Lenexa, Kansas	$728	$0	1	0%	Maintained
2291	KBFS Kohmann Bosshard Financial Services Fairlawn, Ohio	$728	+$756	1	0%	New
2292	PWM Parkworth Wealth Management Los Gatos, California	$728	+$756	1	0%	New
2293	WestEnd Advisors Charlotte, North Carolina	$728	$0	1	0%	Maintained
2294	LCM Logan Capital Management Newtown Square, Pennsylvania	$364	+$378	1	0%	New
2295	PPA Painted Porch Advisors Santa Barbara, California	$364	$0	1	0%	Maintained
2296	PCFFS Pacific Center for Financial Services San Ramon, California	$5	-$378	0	–	Closed
2297	ARC Advisor Resource Council Dallas, Texas	$0	-$877K	0	–	Closed
2298	AAP Ardsley Advisory Partners Stamford, Connecticut	$0	-$7.93M	0	–	Closed
2299	ACP Aviance Capital Partners Naples, Florida	$0	-$257K	0	–	Closed
2300	AC AXQ Capital Jersey City, New Jersey	$0	-$479K	0	–	Closed