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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
1926	CBT Central Bank & Trust Lexington, Kentucky	$19K	-$15K	1	0%	Reduced
1927	CMBA C.M. Bidwell & Associates Honolulu, Hawaii	$18.3K	$0	1	0.01%	Maintained
1928	SCA Stuart Chaussee & Associates Palos Verdes Estates, California	$17.3K	$0	1	0%	Maintained
1929	MSWM Mowery & Schoenfeld Wealth Management Lincolnshire, Illinois	$17K	$0	1	0.02%	Maintained
1930	PCWA Pacific Capital Wealth Advisors Corona, California	$16.6K	+$14.7K	1	0%	New
1931	CMP Coston McIsaac & Partners Bar Harbor, Maine	$16K	$0	1	0.01%	Maintained
1932	RWM Raffa Wealth Management Washington, District of Columbia	$15.3K	$0	1	0%	Maintained
1933	SSG Summit Securities Group New York	$15K	+$12.9K	1	0%	New
1934	JWM Janiczek Wealth Management Denver, Colorado	$14.9K	$0	1	0%	Maintained
1935	TFF The Family Firm Bethesda, Maryland	$14.6K	+$12.9K	1	0%	New
1936	SN Sittner & Nelson Eugene, Oregon	$14.2K	$0	1	0.01%	Maintained
1937	AEPWM Atlantic Edge Private Wealth Management Jacksonville, Florida	$13.6K	+$4.49K	1	0%	Increased
1938	TFM TFC Financial Management Boston, Massachusetts	$13.6K	+$10.2K	1	0%	Increased
1939	PWMG Private Wealth Management Group Princeton, New Jersey	$13.2K	$0	1	0.01%	Maintained
1940	RTL Red Tortoise LLC Atlanta, Georgia	$13.2K	$0	1	0.01%	Maintained
1941	RF Robinswood Financial Kirkland, Washington	$13.2K	-$1.2K	1	0.01%	Reduced
1942	TIM Tortoise Investment Management White Plains, New York	$13.2K	-$5.98K	1	0%	Reduced
1943	JAM JCIC Asset Management Toronto, Ontario, Canada	$12.9K	$0	1	0.01%	Maintained
1944	JWA JFS Wealth Advisors Hermitage, Pennsylvania	$12.2K	-$17.1K	1	0%	Reduced
1945	CAL Capital Advisors Ltd Shaker Heights, Ohio	$12K	+$8.97K	1	0%	Increased
1946	NAAA New Age Alpha Advisors Rye, New York	$11.9K	+$10.5K	1	0.01%	New
1947	GGI Godsey & Gibb Inc Richmond, Virginia	$11.2K	$0	1	0%	Maintained
1948	MCF Advisors Covington, Kentucky	$11.2K	+$3.59K	1	0%	Increased
1949	WAS Winch Advisory Services Appleton, Wisconsin	$11.2K	$0	1	0%	Maintained
1950	PWMG Prestige Wealth Management Group Flemington, New Jersey	$10.2K	+$1.2K	1	0%	Increased