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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
1676	CPG Custom Portfolio Group Englewood, Colorado	$170K	$0	1	0.14%	Maintained
1677	FWM FSA Wealth Management Needham, Massachusetts	$167K	$0	1	0.07%	Maintained
1678	IWA Icon Wealth Advisors Houston, Texas	$166K	+$184K	1	0.02%	New
1679	SouthState Corp Winter Haven, Florida	$164K	$0	1	0.01%	Maintained
1680	Larson Financial Group St Louis, Missouri	$163K	+$158K	1	0.01%	Increased
1681	GCS Gordian Capital (Singapore) Singapore	$160K	+$3.15K	1	0.12%	Increased
1682	HFM Hartford Financial Management Hartford, Connecticut	$159K	$0	1	0.03%	Maintained
1683	BWP Baldwin Wealth Partners Marion, Massachusetts	$159K	$0	1	0.01%	Maintained
1684	TCM Tradewinds Capital Management Bellingham, Washington	$156K	$0	1	0.04%	Maintained
1685	AWM Activest Wealth Management Aventure, Florida	$154K	+$158K	1	0.07%	Increased
1686	BSC Brown Shipley & Co London, United Kingdom	$152K	-$22.7K	1	0.05%	Reduced
1687	JWM Jupiter Wealth Management Glendale, Colorado	$152K	+$158K	1	0.08%	New
1688	HB Horizon Bancorp Michigan City, Indiana	$151K	+$56.8K	1	0.07%	Increased
1689	PB Pinnacle Bancorp Beatrice, Nebraska	$149K	$0	1	0.04%	Maintained
1690	UOTTAIMCU University of Texas/Texas AM Investment Management Co (UTIMCO) Austin, Texas	$146K	$0	1	0.03%	Maintained
1691	HDIM Hanson & Doremus Investment Management Burlington, Vermont	$144K	-$85.8K	1	0.02%	Reduced
1692	ATC Adirondack Trust Company Saratoga Springs, New York	$143K	$0	1	0.06%	Maintained
1693	MCM Manchester Capital Management Manchester, Vermont	$142K	+$93.7K	1	0.02%	Increased
1694	GBT Grove Bank & Trust Miami, Florida	$140K	$0	1	0.02%	Maintained
1695	OP ORG Partners Roanoke, Indiana	$134K	-$144K	1	0.26%	Reduced
1696	PP PrairieView Partners St. Paul, Minnesota	$128K	$0	1	0.01%	Maintained
1697	CSC Caldwell Sutter Capital Sausalito, California	$127K	+$22.4K	1	0.06%	Increased
1698	RA Rise Advisors Rochester, New York	$125K	+$63.1K	1	0.07%	Increased
1699	ADL Asset Dedication LLC San Francisco, California	$125K	+$14.5K	1	0.01%	Increased
1700	HCP Hexagon Capital Partners Rogers, Arkansas	$121K	+$94K	1	0.03%	Increased