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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
701	CWM Cedar Wealth Management Walnut Creek, California	$11K	$0	1	0.01%	Maintained
702	LFA Legacy Financial Advisors Covington, Kentucky	$11K	$0	1	0%	Maintained
703	MCM Manchester Capital Management Manchester, Vermont	$11K	+$10.7K	1	0%	New
704	BAMG Brand Asset Management Group Chesterfield, Missouri	$10K	+$9.83K	1	0.01%	New
705	CHP Cable Hill Partners Portland, Oregon	$10K	-$3.71K	1	0%	Reduced
706	CCM Cribstone Capital Management Augusta, Maine	$10K	$0	1	0%	Maintained
707	HT Heritage Trust Oklahoma City, Oklahoma	$10K	$0	1	0%	Maintained
708	MFBTD MB Financial Bank - Trust Department Rosemont, Illinois	$9K	+$8.74K	1	0%	New
709	Ancora Advisors Cleveland, Ohio	$8K	+$7.64K	1	0%	New
710	EARNEST Partners Atlanta, Georgia	$8K	$0	1	0%	Maintained
711	Tower Research Capital (TRC) New York	$8K	-$13.8K	1	0%	Reduced
712	CT CPF Texas Plano, Texas	$7K	+$4.59K	1	0%	Increased
713	NWM Northwest Wealth Management Spencer, Iowa	$7K	$0	1	0.01%	Maintained
714	QS Investors New York	$6K	$0	1	0%	Maintained
715	TFS TrustCore Financial Services Brentwood, Tennessee	$6K	$0	1	0%	Maintained
716	WIM Westside Investment Management Santa Monica, California	$5.62K	$0	1	0%	Maintained
717	CB CNB Bank Clearfield, Pennsylvania	$5K	-$4.37K	1	0%	Reduced
718	WA WealthTrust-Arizona Scottsdale, Arizona	$5K	+$2.18K	1	0%	Increased
719	EWM Elmwood Wealth Management Berkeley, California	$4.5K	$0	1	0%	Maintained
720	BFC Bedel Financial Consulting Indianapolis, Indiana	$4K	$0	1	0%	Maintained
721	EFSCE Enterprise Financial Services Corp (EFSC) Clayton, Missouri	$4K	$0	1	0%	Maintained
722	GTAM Global Trust Asset Management West Palm Beach, Florida	$4K	+$3.71K	1	0%	New
723	PFBT Parkside Financial Bank & Trust Saint Louis, Missouri	$4K	$0	1	0%	Maintained
724	ATC Adirondack Trust Company Saratoga Springs, New York	$3K	$0	1	0%	Maintained
725	GP Girard Partners King Of Prussia, Pennsylvania	$3K	+$3.71K	1	0%	New