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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
1101	CB Community Bank Dewitt, New York	$67K	$0	1	0.01%	Maintained
1102	MFT Moisand Fitzgerald Tamayo Orlando, Florida	$67K	$0	1	0.02%	Maintained
1103	BFC Bedel Financial Consulting Indianapolis, Indiana	$66K	$0	1	0.02%	Maintained
1104	AssetMark Inc Concord, California	$65K	+$3.63K	1	0%	Increased
1105	TFA Toth Financial Advisory Leesburg, Virginia	$65K	-$13K	1	0.01%	Reduced
1106	PFBT Parkside Financial Bank & Trust Saint Louis, Missouri	$63K	+$10.9K	1	0.02%	Increased
1107	KLWA Kelly Lawrence W & Associates Pasadens, California	$61K	$0	1	0.01%	Maintained
1108	TWM Tradition Wealth Management Edina, Minnesota	$60K	+$20.8K	1	0.01%	Increased
1109	FCG Financial Connections Group Corte Madera, California	$58K	+$54.5K	1	0.06%	New
1110	CB CNB Bank Clearfield, Pennsylvania	$56K	$0	1	0.03%	Maintained
1111	RP Repertoire Partners New York	$56K	+$51.9K	1	0.05%	New
1112	SWM Selective Wealth Management Forest, Virginia	$56K	+$51.9K	1	0.02%	New
1113	SJIM St. Johns Investment Management Jacksonville, Florida	$56K	$0	1	0.03%	Maintained
1114	TFGT TS Financial Group (TSFG) Lake Forest, Illinois	$56K	$0	1	0.02%	Maintained
1115	WIA Wealthstreet Investment Advisors Dallas, Texas	$56K	$0	1	1.38%	Maintained
1116	KFS Kelly Financial Services Braintree, Massachusetts	$55.7K	-$3.11K	1	0.03%	Reduced
1117	BWA BDO Wealth Advisors Jacksonville, Florida	$55K	+$4.15K	1	0.01%	Increased
1118	ED Exane Derivatives Paris, France	$46.8K	$0	1	0.01%	Maintained
1119	BIA Bell Investment Advisors Oakland, California	$46K	+$3.63K	1	0.01%	Increased
1120	CYG Clean Yield Group Norwich, Vermont	$44K	$0	1	0.01%	Maintained
1121	WPA West Paces Advisors Atlanta, Georgia	$43.4K	+$21.3K	1	0.01%	Increased
1122	Confluence Wealth Services Mcmurray, Pennsylvania	$43K	+$41K	1	0.01%	New
1123	AP Atwood & Palmer Kansas City, Missouri	$42K	$0	1	0%	Maintained
1124	CCA Column Capital Advisors Indianapolis, Indiana	$40K	$0	1	0.01%	Maintained
1125	Farmers & Merchants Investments Inc Lincoln, Nebraska	$37K	$0	1	0%	Maintained