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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
2001	WB Webster Bank Waterbury, Connecticut	$212K	+$28.5K	1	0.02%	Increased
2002	HFP Holistic Financial Partners Indianapolis, Indiana	$212K	+$220K	1	0.11%	New
2003	CPA Capital Performance Advisors Walnut Creek, California	$212K	+$111K	1	0.07%	Increased
2004	WF Whelan Financial Fresno, California	$212K	+$220K	1	0.08%	New
2005	SIA Soltis Investment Advisors St. George, Utah	$212K	-$6.22M	1	0.02%	Reduced
2006	CCC Compass Capital Corp Braintree, Massachusetts	$212K	+$211K	1	0.08%	New
2007	IPWA International Private Wealth Advisors San Diego, California	$211K	+$219K	1	0.21%	New
2008	Maven Securities St Helier, Jersey	$211K	-$2.76M	1	0.01%	Reduced
2009	TCM Tradewinds Capital Management Bellingham, Washington	$211K	$0	1	0.06%	Maintained
2010	CWM Campbell Wealth Management Alexandria, Virginia	$211K	+$219K	1	0.02%	New
2011	WA WBH Advisory Baltimore, Maryland	$210K	+$218K	1	0.02%	New
2012	KIA KCM Investment Advisors Greenbrae, California	$209K	-$151K	1	0.01%	Reduced
2013	RWI Red Wave Investments Dillsburg, Pennsylvania	$209K	+$217K	1	0.07%	New
2014	BAG Bridgewealth Advisory Group Fresno, California	$209K	+$196K	1	0.06%	New
2015	ICP Impact Capital Partners Greenwood Village, Colorado	$209K	+$217K	1	0.07%	New
2016	BSHC Breed's Hill Capital Charlestown, Massachusetts	$209K	+$217K	1	0.11%	New
2017	CPWA Cerro Pacific Wealth Advisors San Luis Obispo, California	$208K	-$113K	1	0.07%	Reduced
2018	CGA Crescent Grove Advisors Lake Forest, Illinois	$208K	-$12.8K	1	0.02%	Reduced
2019	WLPWM Walled Lake Planning & Wealth Management Winnetka, Illinois	$207K	+$215K	1	0.08%	New
2020	AGC Aspen Grove Capital Avon, Colorado	$206K	+$214K	1	0.04%	New
2021	CPP Capasso Planning Partners Charleston, South Carolina	$206K	-$29.1K	1	0.08%	Reduced
2022	PFS Prospect Financial Services Melville, New York	$205K	+$213K	1	0.11%	New
2023	IIL Insight Inv LLC El Segundo, California	$205K	+$213K	1	0.14%	New
2024	BC Barrett & Company Providence, Rhode Island	$204K	+$2.27K	1	0.09%	Increased
2025	CWA Cascade Wealth Advisors Wenatchee, Washington	$204K	+$212K	1	0.14%	New