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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
1301	CFO CVA Family Office Denver, Colorado	$3K	$0	1	0%	Maintained
1302	HWM HighMark Wealth Management St. Paul, Minnesota	$3K	+$1.06K	1	0%	Increased
1303	KFI Key Financial Inc West Chester, Pennsylvania	$3K	-$56.4K	1	0%	Reduced
1304	SCA Stonebridge Capital Advisors St Paul, Minnesota	$3K	$0	1	0%	Maintained
1305	BA Bivin & Associates Ponca City, Oklahoma	$2K	$0	1	0%	Maintained
1306	CAL Capital Advisors Ltd Shaker Heights, Ohio	$2K	+$1.6K	1	0%	Increased
1307	CSB City State Bank Norwalk, Iowa	$2K	$0	1	0%	Maintained
1308	Country Trust Bank Bloomington, Illinois	$2K	$0	1	0%	Maintained
1309	CCM Cribstone Capital Management Augusta, Maine	$2K	-$532	1	0%	Reduced
1310	CX Institutional Auburn, Indiana	$2K	+$3.19K	1	0%	New
1311	EverSource Wealth Advisors Birmingham, Alabama	$2K	$0	1	0%	Maintained
1312	FBT First Bank & Trust Brookings, South Dakota	$2K	$0	1	0%	Maintained
1313	FCB First Command Bank Fort Worth, Texas	$2K	$0	1	0%	Maintained
1314	FCFS First Command Financial Services Fort Worth, Texas	$2K	$0	1	0%	Maintained
1315	LF Lee Financial Dallas, Texas	$2K	$0	1	0%	Maintained
1316	PWMG Prestige Wealth Management Group Flemington, New Jersey	$2K	-$2.66K	1	0%	Reduced
1317	TWP TFO Wealth Partners Maumee, Ohio	$2K	+$2.13K	1	0%	New
1318	Capital Analysts LLC Fort Washington, Pennsylvania	$1K	$0	1	0%	Maintained
1319	FBC Fairfield, Bush & Co Darien, Connecticut	$1K	+$1.6K	1	0%	New
1320	HR Howe & Rusling Rochester, New York	$1K	+$1.6K	1	0%	New
1321	SC Schubert & Co Mckinney, Texas	$1K	-$532	1	0%	Reduced
1322	SFG Steward Financial Group Colleyville, Texas	$1K	+$1.6K	1	0%	New
1323	PEAK6 Investments Chicago, Illinois	$538	-$1.06K	1	0%	Reduced
1324	FSWA Financial Synergies Wealth Advisors Houston, Texas	$494	+$532	1	0%	New
1325	CP Castleview Partners Dallas, Texas	$149	+$303K	1	0%	Increased