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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
2401	CBT Crews Bank & Trust Wauchula, Florida	$12.2K	$0	1	0%	Maintained
2402	T2I Turim 21 Investimentos Rio De Janeiro, Brazil	$12K	+$11.3K	1	0%	New
2403	CWM Crowley Wealth Management Wilmington, Delaware	$11.6K	+$10.9K	1	0.01%	New
2404	MCA Midwest Capital Advisors Grand Rapids, Michigan	$11.4K	$0	1	0.01%	Maintained
2405	CSB City State Bank Norwalk, Iowa	$11K	$0	1	0%	Maintained
2406	LC Lavaca Capital Houston, Texas	$11K	$0	1	0%	Maintained
2407	BHWM Bay Harbor Wealth Management Hunt Valley, Maryland	$10.6K	+$191	1	0%	Increased
2408	LIA Luken Investment Analytics Brentwood, Tennessee	$10.6K	$0	1	0%	Maintained
2409	MWM Mascoma Wealth Management Hanover, New Hampshire	$10.6K	$0	1	0%	Maintained
2410	DF Dunhill Financial London, United Kingdom	$10.4K	+$191	1	0%	Increased
2411	RWS Retirement Wealth Solutions Marshfield, Wisconsin	$9.98K	$0	1	0.01%	Maintained
2412	EPAM Evelyn Partners Asset Management London,	$9.37K	+$8.81K	1	0%	New
2413	BFS Bare Financial Services Gap, Pennsylvania	$8.96K	+$383	1	0%	Increased
2414	CIAM Caitong International Asset Management Hong Kong	$8.65K	-$159K	2	0.01%	Reduced
2415	W WealthCollab Bellevue, Washington	$8.55K	$0	1	0%	Maintained
2416	DIP DT Investment Partners Chadds Ford, Pennsylvania	$8.14K	$0	1	0%	Maintained
2417	MAFA MJT & Associates Financial Advisory Monteviceo, Minnesota	$8.14K	$0	1	0.01%	Maintained
2418	ACA American Capital Advisory Ketchum, Idaho	$7.94K	+$574	1	0%	Increased
2419	HWM HighMark Wealth Management St. Paul, Minnesota	$7.94K	-$4.98K	1	0%	Reduced
2420	TF Tompkins Financial Ithaca, New York	$7.74K	+$7.27K	1	0%	New
2421	MSWM Mowery & Schoenfeld Wealth Management Lincolnshire, Illinois	$7.53K	$0	1	0.01%	Maintained
2422	PWA Principia Wealth Advisory Dallas, Texas	$7.33K	+$574	1	0.01%	Increased
2423	SWIM Smallwood Wealth Investment Management Red Bank, New Jersey	$7.33K	-$383	1	0%	Reduced
2424	RBC Roble Belko & Company Sewickley, Pennsylvania	$7K	+$5.74K	1	0%	Increased
2425	FGAM Financial Gravity Asset Management Lakeway, Texas	$6.92K	+$6.51K	1	0%	New