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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
1601	CCMI Creative Capital Management Investments San Diego, California	$3.98K	$0	1	0%	Maintained
1602	PCTC Perkins Coie Trust Company Seattle, Washington	$3.98K	+$4.02K	1	0%	New
1603	CWM Compass Wealth Management Guilford, Connecticut	$3.52K	$0	1	0%	Maintained
1604	MCF Advisors Covington, Kentucky	$3.52K	+$3.55K	1	0%	New
1605	CTWM Cherry Tree Wealth Management Minnetonka, Minnesota	$3.28K	$0	1	0%	Maintained
1606	WB Webster Bank Waterbury, Connecticut	$3.28K	$0	1	0%	Maintained
1607	AFG Albion Financial Group Salt Lake City, Utah	$3.05K	+$1.66K	1	0%	Increased
1608	CSB City State Bank Norwalk, Iowa	$3K	$0	1	0%	Maintained
1609	AA Addison Advisors Middlebury, Vermont	$2.81K	+$2.84K	1	0%	New
1610	LF Lee Financial Dallas, Texas	$2.81K	$0	1	0%	Maintained
1611	NECFA New England Capital Financial Advisors Meriden, Connecticut	$2.81K	$0	1	0%	Maintained
1612	JGIA Jackson Grant Investment Advisers Stamford, Connecticut	$2.81K	$0	1	0%	Maintained
1613	Legacy Financial Group (Iowa) Des Moines, Iowa	$2.81K	+$2.84K	1	0%	New
1614	RA Rise Advisors Rochester, New York	$2.81K	-$22.7K	1	0%	Reduced
1615	TAM Tucker Asset Management Littleton, Colorado	$2.81K	+$710	1	0%	Increased
1616	CHA Carmichael Hill & Associates Gaithersburg, Maryland	$2.35K	$0	1	0%	Maintained
1617	NMG New Millennium Group Sandy, Utah	$2.34K	$0	1	0%	Maintained
1618	CIA Cape Investment Advisory Mcdonough, Georgia	$2.11K	$0	1	0%	Maintained
1619	NC NewSquare Capital Newtown Square, Pennsylvania	$2.11K	-$6.39K	1	0%	Reduced
1620	PWMG Prestige Wealth Management Group Flemington, New Jersey	$2.11K	+$2.13K	1	0%	New
1621	SIS Sound Income Strategies Ft Lauderdale, Florida	$2.11K	-$6.86K	1	0%	Reduced
1622	BCMLT Beacon Capital Management LLC (Tennessee) Franklin, Tennessee	$2.04K	$0	1	0%	Maintained
1623	AA AlphaMark Advisors Ft. Wright, Kentucky	$2K	+$1.89K	1	0%	New
1624	SFG Steward Financial Group Colleyville, Texas	$2K	+$2.6K	1	0%	New
1625	AFS Annapolis Financial Services Annapolis, Maryland	$1.41K	+$1.42K	1	0%	New