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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
1451	CAL Capital Advisors Ltd Shaker Heights, Ohio	$3K	-$4.41K	1	0%	Reduced
1452	CWM Compass Wealth Management Guilford, Connecticut	$3K	$0	1	0%	Maintained
1453	HWA HHM Wealth Advisors Chattanooga, Tennessee	$3K	$0	1	0%	Maintained
1454	AIP Ahrens Investment Partners Lafayette, Louisiana	$3K	+$2.54K	1	0%	New
1455	GWSA Global Wealth Strategies & Associates Denver, Colorado	$3K	$0	1	0%	Maintained
1456	KFI Key Financial Inc West Chester, Pennsylvania	$3K	$0	1	0%	Maintained
1457	CHA Carmichael Hill & Associates Gaithersburg, Maryland	$2.6K	+$1.7K	1	0%	Increased
1458	CSB City State Bank Norwalk, Iowa	$2K	$0	1	0%	Maintained
1459	NMG New Millennium Group Sandy, Utah	$2K	+$1.7K	1	0%	New
1460	CIA Cape Investment Advisory Mcdonough, Georgia	$1.8K	+$1.52K	1	0%	New
1461	SIS Sound Income Strategies Ft Lauderdale, Florida	$1.8K	$0	1	0%	Maintained
1462	DI Disciplined Investments Tulsa, Oklahoma	$1.2K	$0	1	0%	Maintained
1463	CA Centerpoint Advisors Needham, Massachusetts	$1K	+$847	1	0%	New
1464	MFA McClarren Financial Advisors State College, Pennsylvania	$1K	$0	1	0%	Maintained
1465	ONST Old North State Trust Greensboro, North Carolina	$1K	$0	1	0%	Maintained
1466	SC Schubert & Co Mckinney, Texas	$999	+$508	1	0%	Increased
1467	JWM Janiczek Wealth Management Denver, Colorado	$998	+$339	1	0%	Increased
1468	Arax Advisory Partners Denver, Colorado	$600	$0	1	0%	Maintained
1469	FSWA Financial Synergies Wealth Advisors Houston, Texas	$600	$0	1	0%	Maintained
1470	TWD True Wealth Design Akron, Ohio	$400	$0	1	0%	Maintained
1471	TFM TFC Financial Management Boston, Massachusetts	$200	+$169	1	0%	New
1472	AWM Accurate Wealth Management Wesley Chapel, Florida	$0	-$44K	0	–	Closed
1473	Adams Diversified Equity Fund Baltimore, Maryland	$0	-$13M	0	–	Closed
1474	AAMA Advanced Asset Management Advisors Dublin, Ohio	$0	-$20.9K	0	–	Closed
1475	Algert Global San Francisco, California	$0	-$1.21M	0	–	Closed