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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
1226	FCG Financial Connections Group Corte Madera, California	$51K	$0	1	0.04%	Maintained
1227	CP Castleview Partners Dallas, Texas	$50K	-$337K	1	0.05%	Reduced
1228	KFS Kelly Financial Services Braintree, Massachusetts	$49.1K	$0	1	0.03%	Maintained
1229	CB Community Bank Dewitt, New York	$49K	$0	1	0.01%	Maintained
1230	RP Repertoire Partners New York	$49K	$0	1	0.02%	Maintained
1231	SWM Selective Wealth Management Forest, Virginia	$49K	$0	1	0.02%	Maintained
1232	SC Siena Capital Cincinnati, Ohio	$49K	$0	1	0.03%	Maintained
1233	TFGT TS Financial Group (TSFG) Lake Forest, Illinois	$49K	$0	1	0.02%	Maintained
1234	BWA BDO Wealth Advisors Jacksonville, Florida	$48K	$0	1	0.01%	Maintained
1235	Fidelity International Hamilton, Bermuda	$48K	+$51.3K	1	0%	New
1236	CYG Clean Yield Group Norwich, Vermont	$45K	$0	1	0.02%	Maintained
1237	BONH Bank of New Hampshire Laconia, New Hampshire	$41K	-$23.4K	1	0.01%	Reduced
1238	BIA Bell Investment Advisors Oakland, California	$41K	+$1.56K	1	0.01%	Increased
1239	JGIA Jackson Grant Investment Advisers Stamford, Connecticut	$41K	$0	1	0.02%	Maintained
1240	Catalyst Capital Advisors Huntington, New York	$39K	+$173	1	0%	Increased
1241	AP Atwood & Palmer Kansas City, Missouri	$37K	$0	1	0%	Maintained
1242	Larson Financial Group St Louis, Missouri	$37K	$0	1	0.01%	Maintained
1243	MIM Meridiem Investment Management London, United Kingdom	$36K	+$38.1K	1	0%	New
1244	SOS Silver Oak Securities Jackson, Tennessee	$35.2K	+$26K	1	0.01%	New
1245	TFA Toth Financial Advisory Leesburg, Virginia	$34K	+$13K	1	0.01%	Increased
1246	TWM Tradition Wealth Management Edina, Minnesota	$33K	-$15.6K	1	0.01%	Reduced
1247	CAC Core Alternative Capital Peachtree Corners, Georgia	$32K	+$4.16K	1	0.01%	Increased
1248	FMTCOCP Farmers & Merchants Trust Co of Chambersburg PA Chambersburg, Pennsylvania	$32K	$0	1	0.02%	Maintained
1249	FF FourThought Financial Venice, Florida	$32K	+$12K	1	0%	Increased
1250	TSWM Tyler-Stone Wealth Management Beachwood, Ohio	$32K	$0	1	0.02%	Maintained