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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
1201	KFI Key Financial Inc West Chester, Pennsylvania	$3K	+$2.6K	1	0%	New
1202	PCMC Paragon Capital Management (Colorado) Denver, Colorado	$3K	+$3.11K	1	0%	New
1203	RPCONE Retirement Planning Company of New England Warwick, Rhode Island	$3K	+$3.11K	1	0%	New
1204	SCA Sandy Cove Advisors Hingham, Massachusetts	$3K	+$3.11K	1	0%	New
1205	SC Schubert & Co Mckinney, Texas	$3K	+$3.11K	1	0%	New
1206	TFO Tarbox Family Office Newport Beach, California	$3K	$0	1	0%	Maintained
1207	RA Rise Advisors Rochester, New York	$2.78K	+$2.6K	1	0%	New
1208	AIP Ahrens Investment Partners Lafayette, Louisiana	$2K	+$1.56K	1	0%	New
1209	CSB City State Bank Norwalk, Iowa	$2K	+$2.08K	1	0%	New
1210	CCM Cribstone Capital Management Augusta, Maine	$2K	$0	1	0%	Maintained
1211	FBT First Bank & Trust Brookings, South Dakota	$2K	+$2.08K	1	0%	New
1212	JWA JFS Wealth Advisors Hermitage, Pennsylvania	$2K	+$2.08K	1	0%	New
1213	LF Lee Financial Dallas, Texas	$2K	+$2.08K	1	0%	New
1214	MFA McClarren Financial Advisors State College, Pennsylvania	$2K	$0	1	0%	Maintained
1215	CAL Capital Advisors Ltd Shaker Heights, Ohio	$1K	+$1.04K	1	0%	New
1216	Capital Analysts LLC Fort Washington, Pennsylvania	$1K	$0	1	0%	Maintained
1217	GCS Gordian Capital (Singapore) Singapore	$1K	+$519	1	0%	New
1218	HS Horan Securities Cincinnati, United States	$1K	+$519	1	0%	New
1219	JWM Janiczek Wealth Management Denver, Colorado	$1K	$0	1	0%	Maintained
1220	MAM McCarthy Asset Management Redwood Shores, California	$1K	+$1.04K	1	0%	New
1221	RK Rather & Kittrell Knoxville, Tennessee	$1K	+$1.56K	1	0%	New
1222	RG Retirement Group San Diego, California	$1K	$0	1	0%	Maintained
1223	WIM Westside Investment Management Santa Monica, California	$32	$0	1	0%	Maintained
1224	Achmea Investment Management Zeist, Netherlands	$0	-$36.7M	0	–	Closed
1225	ADIM Alpha DNA Investment Management Columbia, Maryland	$0	-$1.72M	0	–	Closed