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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
2626	TW Towerpoint Wealth Sacramento, California	$224K	+$150K	1	0.08%	New
2627	MFG Mustico Financial Group Elmira, New York	$224K	+$158K	1	0.15%	New
2628	DTC Davidson Trust Company Seattle, Washington	$224K	+$150K	1	0.09%	New
2629	HC Hurley Capital New York	$223K	-$24K	1	0.12%	Reduced
2630	Truepoint Inc Cincinnati, Ohio	$223K	+$149K	1	0%	New
2631	Annex Advisory Services Brookfield, Wisconsin	$222K	+$149K	1	0%	New
2632	FWWM Fiscal Wisdom Wealth Management Canton, Connecticut	$222K	+$149K	1	0.19%	New
2633	HWM HRC Wealth Management Moscow, Idaho	$222K	+$149K	1	0.09%	New
2634	WFC Western Financial Corp San Diego, California	$221K	+$148K	1	0.06%	New
2635	CCFCSB Cape Cod Five Cents Savings Bank Orleans, Massachusetts	$221K	+$148K	1	0.02%	New
2636	ACM Allred Capital Management Dallas, Texas	$221K	+$148K	1	0.07%	New
2637	CL CVFG LLC Shelbyville, Indiana	$220K	+$148K	1	0.02%	New
2638	IWM IMG Wealth Management Jacksonville, Florida	$219K	$0	1	0.12%	Maintained
2639	KAM Knightsbridge Asset Management Newport Beach, California	$218K	+$146K	1	0.03%	New
2640	YWM Yoder Wealth Management Walnut Creek, California	$218K	+$146K	1	0.09%	New
2641	BTWM Baker Tilly Wealth Management Madison, Wisconsin	$218K	+$146K	1	0.05%	New
2642	C1AG Client 1st Advisory Group Dunedin, Florida	$218K	+$146K	1	0.06%	New
2643	HI Hoey Investments Coatesville, Pennsylvania	$217K	+$52.2K	1	0.03%	Increased
2644	SPI Sutton Place Investors Katonah, New York	$217K	+$146K	1	0.11%	New
2645	WKWM Walter & Keenan Wealth Management Souh Bend, Indiana	$217K	+$146K	1	0.05%	New
2646	NCTC New Covenant Trust Company Jeffersonville, Indiana	$216K	+$145K	1	0.16%	New
2647	FCFC First Citizens Financial Corp Mason City, Iowa	$216K	+$145K	1	0.09%	New
2648	WAAG Wealth Alliance Advisory Group Wichita, Kansas	$216K	+$145K	1	0.03%	New
2649	HI Hendershot Investments Centreville, Virginia	$215K	+$144K	1	0.03%	New
2650	HP Haven Private Orlando, Florida	$215K	+$144K	1	0.08%	New