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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
1351	KFI Key Financial Inc West Chester, Pennsylvania	$2.46K	$0	1	0%	Maintained
1352	CWM Compass Wealth Management Guilford, Connecticut	$2.09K	+$2.41K	1	0%	New
1353	GWSA Global Wealth Strategies & Associates Denver, Colorado	$2.09K	+$2.41K	1	0%	New
1354	HWA HHM Wealth Advisors Chattanooga, Tennessee	$2.09K	+$2.41K	1	0%	New
1355	LF Lee Financial Dallas, Texas	$2.09K	+$482	1	0%	Increased
1356	CSB City State Bank Norwalk, Iowa	$2K	$0	1	0%	Maintained
1357	TIM Tortoise Investment Management White Plains, New York	$1.95K	$0	1	0%	Maintained
1358	Country Trust Bank Bloomington, Illinois	$1.67K	-$482	1	0%	Reduced
1359	CCM Cribstone Capital Management Augusta, Maine	$1.67K	$0	1	0%	Maintained
1360	SIS Sound Income Strategies Ft Lauderdale, Florida	$1.26K	$0	1	0%	Maintained
1361	Capital Analysts LLC Fort Washington, Pennsylvania	$1K	$0	1	0%	Maintained
1362	GCS Gordian Capital (Singapore) Singapore	$1K	-$1.28K	1	0%	Reduced
1363	ONST Old North State Trust Greensboro, North Carolina	$1K	+$964	1	0%	New
1364	DAM Delta Asset Management Memphis, Tennessee	$837	+$964	1	0%	New
1365	DI Disciplined Investments Tulsa, Oklahoma	$837	-$161	1	0%	Reduced
1366	FFL Financial Freedom LLC Cincinnati, Ohio	$837	+$964	1	0%	New
1367	LSA Lansing Street Advisors Ambler, Pennsylvania	$698	+$803	1	0%	New
1368	Arax Advisory Partners Denver, Colorado	$419	-$6.26K	1	0%	Reduced
1369	CHA Carmichael Hill & Associates Gaithersburg, Maryland	$419	$0	1	0%	Maintained
1370	EE EWG Elevate Roseville, California	$419	+$482	1	0%	New
1371	FSWA Financial Synergies Wealth Advisors Houston, Texas	$419	$0	1	0%	Maintained
1372	JWM Janiczek Wealth Management Denver, Colorado	$410	-$6.75K	1	0%	Reduced
1373	SC Schubert & Co Mckinney, Texas	$279	-$803	1	0%	Reduced
1374	SIC SJS Investment Consulting Sylvania, Ohio	$279	-$59.4K	1	0%	Reduced
1375	TWD True Wealth Design Akron, Ohio	$279	+$321	1	0%	New