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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
2901	KFI Key Financial Inc West Chester, Pennsylvania	$12.3K	$0	1	0%	Maintained
2902	W WealthCollab Bellevue, Washington	$12.3K	$0	1	0%	Maintained
2903	DPW DiNuzzo Private Wealth Beaver, Pennsylvania	$11.9K	$0	1	0%	Maintained
2904	GPFA Game Plan Financial Advisors Westlake, Ohio	$11.9K	$0	1	0%	Maintained
2905	IAS IMA Advisory Services Denver, Colorado	$11.9K	+$2.52K	1	0%	Increased
2906	VWM Vermillion Wealth Management Rosemount, Minnesota	$11.9K	-$54.7K	1	0%	Reduced
2907	RCM Richardson Capital Management Menomonee Falls, Wisconsin	$11.6K	-$503	1	0.01%	Reduced
2908	QL Quarry LP New York	$11.6K	-$170K	2	0%	Reduced
2909	LC Luminist Capital Grand Rapids, Michigan	$10.2K	+$6.87K	1	0.01%	New
2910	MWPCG Measured Wealth Private Client Group Portsmouth, New Hampshire	$10.2K	$0	1	0%	Maintained
2911	MSWM Mowery & Schoenfeld Wealth Management Lincolnshire, Illinois	$10.2K	$0	1	0.01%	Maintained
2912	CMP Coston McIsaac & Partners Bar Harbor, Maine	$10K	$0	1	0%	Maintained
2913	FMTCOCP Farmers & Merchants Trust Co of Chambersburg PA Chambersburg, Pennsylvania	$10K	-$61.8K	1	0%	Reduced
2914	CCMI Creative Capital Management Investments San Diego, California	$9.55K	+$6.41K	1	0%	New
2915	SWIM Smallwood Wealth Investment Management Red Bank, New Jersey	$8.87K	-$5.04K	1	0%	Reduced
2916	CIAS CBIZ Investment Advisory Services Independence, Ohio	$8.66K	$0	1	0%	Maintained
2917	JFA JNBA Financial Advisors Bloomington, Minnesota	$8.19K	+$5.49K	1	0%	New
2918	NECFA New England Capital Financial Advisors Meriden, Connecticut	$8.19K	-$22.9K	1	0%	Reduced
2919	CC Corsicana & Co Corsicana, Texas	$8.18K	$0	1	0%	Maintained
2920	JGIA Jackson Grant Investment Advisers Stamford, Connecticut	$8.18K	$0	1	0%	Maintained
2921	KSB Kennebec Savings Bank Augusta, Maine	$8.18K	$0	1	0.01%	Maintained
2922	BH Burk Holdings Tulsa, Oklahoma	$7.5K	-$458	1	0%	Reduced
2923	MBFW Morton Brown Family Wealth Allentown, Pennsylvania	$7.5K	$0	1	0%	Maintained
2924	PIP Philadelphia Investment Partners Voorhees, New Jersey	$7.5K	-$4.35K	1	0%	Reduced
2925	ACM Aster Capital Management Dubai, United Arab Emirates	$7.41K	-$619K	1	0%	Reduced