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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
1551	KFP KB Financial Partners Princeton, New Jersey	$7K	-$120K	1	0%	Reduced
1552	SC Solstein Capital Menlo Park, California	$6.9K	$0	1	0.01%	Maintained
1553	IRC Investors Research Corp Atlanta, Georgia	$6.13K	$0	1	0%	Maintained
1554	FPF First Pacific Financial Vancouver, Washington	$5.88K	+$4.79K	1	0%	New
1555	HWM HighMark Wealth Management St. Paul, Minnesota	$5.88K	$0	1	0%	Maintained
1556	CWM CarsonAllaria Wealth Management Glen Carbon, Illinois	$5.11K	$0	1	0%	Maintained
1557	CA Crewe Advisors Salt Lake City, Utah	$4.86K	$0	1	0%	Maintained
1558	CBT Central Bank & Trust Lexington, Kentucky	$4.6K	-$1.87K	1	0%	Reduced
1559	WP WealthPLAN Partners Omaha, Nebraska	$4.6K	$0	1	0%	Maintained
1560	CCMI Creative Capital Management Investments San Diego, California	$4.34K	$0	1	0%	Maintained
1561	RCG Rock Creek Group Washington, District of Columbia	$4.09K	-$3.95K	1	0%	Reduced
1562	AW Avion Wealth The Woodlands, Texas	$4K	+$3.54K	1	0%	New
1563	CWM Compass Wealth Management Guilford, Connecticut	$3.83K	$0	1	0%	Maintained
1564	GWSA Global Wealth Strategies & Associates Denver, Colorado	$3.83K	$0	1	0%	Maintained
1565	KFI Key Financial Inc West Chester, Pennsylvania	$3.83K	$0	1	0%	Maintained
1566	MCM MV Capital Management Bethesda, Maryland	$3.83K	+$3.12K	1	0%	New
1567	MWM Mascoma Wealth Management Hanover, New Hampshire	$3.81K	-$8.74K	1	0%	Reduced
1568	CTWM Cherry Tree Wealth Management Minnetonka, Minnesota	$3.58K	+$2.91K	1	0%	New
1569	WB Webster Bank Waterbury, Connecticut	$3.58K	-$416	1	0%	Reduced
1570	LF Lee Financial Dallas, Texas	$3.07K	-$3.12K	1	0%	Reduced
1571	NECFA New England Capital Financial Advisors Meriden, Connecticut	$3.07K	-$22.9K	1	0%	Reduced
1572	JGIA Jackson Grant Investment Advisers Stamford, Connecticut	$3.07K	-$49.3K	1	0%	Reduced
1573	PS PayPay Securities Tokyo, Japan	$3.07K	-$2.91K	1	0.19%	Reduced
1574	CSB City State Bank Norwalk, Iowa	$3K	$0	1	0%	Maintained
1575	CHA Carmichael Hill & Associates Gaithersburg, Maryland	$2.56K	-$624	1	0%	Reduced