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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
2101	CFP Comprehensive Financial Planning East Petersburg, Pennsylvania	$94.9K	$0	1	0.09%	Maintained
2102	TFM TFC Financial Management Boston, Massachusetts	$92.5K	+$10.2K	1	0.01%	Increased
2103	GWS Greykasell Wealth Strategies Danville, California	$92.4K	+$100K	1	0.05%	New
2104	CYG Clean Yield Group Norwich, Vermont	$91.1K	$0	1	0.03%	Maintained
2105	KSWA Kathleen S. Wright Associates Pittsburgh, Pennsylvania	$88K	$0	1	0.04%	Maintained
2106	WPA West Paces Advisors Atlanta, Georgia	$85.7K	$0	1	0.02%	Maintained
2107	OC Oakworth Capital Birmingham, Alabama	$85.3K	$0	1	0.01%	Maintained
2108	RPA Redwood Park Advisors Redwood City, California	$85K	$0	1	0.07%	Maintained
2109	GBT Grove Bank & Trust Miami, Florida	$84.1K	-$3.51K	1	0.01%	Reduced
2110	TCM TruNorth Capital Management Kalamazoo, Michigan	$79.5K	+$82.8K	1	0.02%	Increased
2111	HWM Hemington Wealth Management Falls Church, Virginia	$79K	+$17.8K	1	0.01%	Increased
2112	A AlphaQuest New York	$78.5K	-$438K	1	0.01%	Reduced
2113	HFM Hartford Financial Management Hartford, Connecticut	$78.2K	$0	1	0.02%	Maintained
2114	VNA Valley National Advisers Bethlehem, Pennsylvania	$76K	-$1.11K	1	0.01%	Reduced
2115	SFA Semmax Financial Advisors Winston Salem, North Carolina	$74.4K	+$55.5K	1	0.02%	Increased
2116	S Sachetta Lynnfield, Massachusetts	$73.4K	-$370	1	0.03%	Reduced
2117	ACA Atlas Capital Advisors Jackson, Wyoming	$73.4K	+$37K	1	0.01%	Increased
2118	OCM Orion Capital Management Coronado, California	$70.9K	$0	1	0.03%	Maintained
2119	CIA Cape Investment Advisory Mcdonough, Georgia	$70K	-$370	1	0.03%	Reduced
2120	BCMLT Beacon Capital Management LLC (Tennessee) Franklin, Tennessee	$69.3K	+$12.8K	1	0.01%	Increased
2121	FMTCOCP Farmers & Merchants Trust Co of Chambersburg PA Chambersburg, Pennsylvania	$68K	+$30K	2	0.02%	Increased
2122	TWD True Wealth Design Akron, Ohio	$67.4K	+$29K	1	0.03%	Increased
2123	AAG Armstrong Advisory Group Needham, Massachusetts	$66.6K	$0	1	0.01%	Maintained
2124	GA GoalVest Advisory New York	$65.9K	+$740	1	0.02%	Increased
2125	MAM Meeder Asset Management Dublin, Ohio	$65.2K	+$21.4K	1	0%	Increased