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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
1176	KPCM Kings Point Capital Management Great Neck, New York	$106K	$0	1	0.01%	Maintained
1177	PFBT Parkside Financial Bank & Trust Saint Louis, Missouri	$106K	+$30.6K	1	0.03%	Increased
1178	ED Exane Derivatives Paris, France	$103K	+$44K	1	0.03%	Increased
1179	ADL Asset Dedication LLC San Francisco, California	$103K	$0	1	0.01%	Maintained
1180	CF Centaurus Financial Anaheim, California	$103K	+$88.6K	1	0.01%	New
1181	RIM Rockbridge Investment Management Syracuse, New York	$101K	$0	1	0.02%	Maintained
1182	HWMA Heritage Wealth Management (Arizona) Phoenix, Arizona	$100K	+$85.9K	1	0.03%	New
1183	MHR Matthew Hamilton Rosenberg	$98K	$0	1	0.03%	Maintained
1184	MSFP Mark Sheptoff Financial Planning Glastonbury, Connecticut	$83K	$0	1	0.04%	Maintained
1185	BAM Bellevue Asset Management Bellevue, Washington	$82K	$0	1	0.05%	Maintained
1186	CWM Curi Wealth Management Raleigh, North Carolina	$81K	+$2.15K	1	0.01%	Increased
1187	BONH Bank of New Hampshire Laconia, New Hampshire	$80K	+$68.7K	1	0.02%	New
1188	AWA Aaron Wealth Advisors Chicago, Illinois	$78.4K	+$67.7K	1	0.02%	New
1189	IFAM Institutional & Family Asset Management Fort Collins, Colorado	$78K	-$2.69K	1	0.01%	Reduced
1190	FP Financial Perspectives Minneapolis, Minnesota	$75.9K	$0	1	0.04%	Maintained
1191	FCA FinTrust Capital Advisors Greenville, South Carolina	$75K	-$319K	1	0.02%	Reduced
1192	GIA GHP Investment Advisors Denver, Colorado	$75K	+$64.4K	1	0%	New
1193	BFC Bedel Financial Consulting Indianapolis, Indiana	$74K	$0	1	0.02%	Maintained
1194	PCG Private Capital Group West Hartford, Connecticut	$73K	-$3.22K	1	0.02%	Reduced
1195	HNWAG High Net Worth Advisory Group Naples, Florida	$71K	+$61.2K	1	0.03%	New
1196	DC DeDora Capital Napa, California	$69K	+$59.6K	1	0.03%	New
1197	KFI Key Financial Inc West Chester, Pennsylvania	$69K	+$56.9K	1	0.03%	Increased
1198	KLWA Kelly Lawrence W & Associates Pasadens, California	$68K	$0	1	0.01%	Maintained
1199	FCG Financial Connections Group Corte Madera, California	$65K	$0	1	0.07%	Maintained
1200	MUFG Americas New York	$65K	-$11.3K	1	0%	Reduced