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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
2301	OCM Osterweis Capital Management San Francisco, California	$853	+$925	1	0%	New
2302	NC North Capital Salt Lake City, Utah	$683	+$740	1	0%	New
2303	PWM Parkworth Wealth Management Los Gatos, California	$683	$0	1	0%	Maintained
2304	Q1WB Quest 10 Wealth Builders Fuquay-Varina, Virginia	$481	+$555	1	0%	New
2305	LCM Logan Capital Management Newtown Square, Pennsylvania	$341	$0	1	0%	Maintained
2306	RCM Richardson Capital Management Menomonee Falls, Wisconsin	$341	+$370	1	0%	New
2307	RJA Ross\Johnson & Associates Plymouth, Minnesota	$341	+$370	1	0.01%	New
2308	HIA HFM Investment Advisors Glassboro, New Jersey	$171	+$185	1	0%	New
2309	AIM Aigen Investment Management New York	$0	-$1.15M	0	–	Closed
2310	AFG Albion Financial Group Salt Lake City, Utah	$0	-$5.09K	0	–	Closed
2311	AIP Almanack Investment Partners Wayne, Pennsylvania	$0	-$219K	0	–	Closed
2312	ADIM Alpha DNA Investment Management Columbia, Maryland	$0	-$1.13M	0	–	Closed
2313	AFWM AMJ Financial Wealth Management Leesburg, Virginia	$0	-$8.19M	0	–	Closed
2314	AIM Anatole Investment Management Central, Hong Kong	$0	-$976K	0	–	Closed
2315	Annex Advisory Services Brookfield, Wisconsin	$0	-$234K	0	–	Closed
2316	Aquatic Capital Management Chicago, Illinois	$0	-$1.94M	0	–	Closed
2317	AWA Arete Wealth Advisors Chicago, Illinois	$0	-$1.97M	0	–	Closed
2318	AC Arrow Capital Sydney, Australia	$0	-$1.64M	0	–	Closed
2319	AGC Aspen Grove Capital Avon, Colorado	$0	-$206K	0	–	Closed
2320	AIM Aspen Investment Management Grand Rapids, Michigan	$0	-$290K	0	–	Closed
2321	AFM Aspetuck Financial Management Westport, Connecticut	$0	-$21.8K	0	–	Closed
2322	BWP Baldwin Wealth Partners Marion, Massachusetts	$0	-$285K	0	–	Closed
2323	BBP Banco BTG Pactual Rio De Janeiro, Brazil	$0	-$370K	0	–	Closed
2324	BC Bayforest Capital London, United Kingdom	$0	-$42.4K	0	–	Closed
2325	BDL Bey-Douglas LLC Marietta, Georgia	$0	-$202K	0	–	Closed