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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
2026	MWM Mascoma Wealth Management Hanover, New Hampshire	$6.15K	$0	1	0%	Maintained
2027	CCMI Creative Capital Management Investments San Diego, California	$5.81K	$0	1	0%	Maintained
2028	BFS Bare Financial Services Gap, Pennsylvania	$5.47K	$0	1	0%	Maintained
2029	MFA McClarren Financial Advisors State College, Pennsylvania	$5K	+$36K	1	0%	Increased
2030	AFG Albion Financial Group Salt Lake City, Utah	$4.79K	$0	1	0%	Maintained
2031	CTWM Cherry Tree Wealth Management Minnetonka, Minnesota	$4.79K	$0	1	0%	Maintained
2032	CAM Chesapeake Asset Management New York	$4.79K	+$1.01K	1	0%	Increased
2033	ETS ESL Trust Services Rochester, New York	$4.79K	$0	1	0%	Maintained
2034	DF DecisionPoint Financial Mesa, Arizona	$4.44K	$0	1	0%	Maintained
2035	DPW DiNuzzo Private Wealth Beaver, Pennsylvania	$4.44K	$0	1	0%	Maintained
2036	FFA Frazier Financial Advisors Columbus, Ohio	$4.44K	-$51.5K	1	0%	Reduced
2037	CSB City State Bank Norwalk, Iowa	$4.1K	$0	1	0%	Maintained
2038	JGIA Jackson Grant Investment Advisers Stamford, Connecticut	$4.1K	$0	1	0%	Maintained
2039	TAM Tucker Asset Management Littleton, Colorado	$4.1K	$0	1	0%	Maintained
2040	BCH Berkshire Capital Holdings San Jose, California	$3.42K	$0	1	0%	Maintained
2041	CHA Carmichael Hill & Associates Gaithersburg, Maryland	$3.42K	$0	1	0%	Maintained
2042	CIM Contravisory Investment Management Norwell, Massachusetts	$3.42K	$0	1	0%	Maintained
2043	PG Proffitt & Goodson Knoxville, Tennessee	$3.42K	+$3.37K	1	0%	New
2044	TCM TruNorth Capital Management Kalamazoo, Michigan	$3.08K	$0	1	0%	Maintained
2045	AA AlphaMark Advisors Ft. Wright, Kentucky	$3K	-$16.8K	1	0%	Reduced
2046	AFWM Abich Financial Wealth Management Ashburn, Virginia	$2.73K	-$5.39K	1	0.01%	Reduced
2047	PS PayPay Securities Tokyo, Japan	$2.73K	+$1.68K	1	0.24%	Increased
2048	TCM TD Capital Management Memphis, Tennessee	$2.39K	+$2.36K	1	0%	New
2049	EFMH E Fund Management (HK) Central, Hong Kong	$2K	$0	1	0%	Maintained
2050	CIR Clear Investment Research Alpharetta, Georgia	$1.71K	$0	1	0%	Maintained