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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
251	Fifth Third Bancorp Cincinnati, Ohio	$28K	+$23.5K	1	0%	New
252	Creative Planning Overland Park, Kansas	$25K	+$21K	1	0%	New
253	Envestnet Asset Management Chicago, Illinois	$15K	+$12.8K	1	0%	New
254	PSI Pinnacle Summer Investments Fairfax, Virginia	$13K	$0	1	0%	Maintained
255	SEC Seven Eight Capital New York	$13K	+$11.3K	1	0.01%	New
256	ClearBridge Investments New York	$11K	+$9.6K	1	0%	New
257	PTC Private Trust Company Cleveland, Ohio	$10K	+$8.13K	1	0%	New
258	Ladenburg Thalmann Financial Services Miami, Florida	$9K	-$581K	1	0%	Reduced
259	AA Apriem Advisors Irvine, California	$8K	+$7K	1	0%	New
260	NFG Next Financial Group Houston, Texas	$8K	+$7K	1	0%	New
261	SSB Sandy Spring Bank Olney, Maryland	$5K	+$4.55K	1	0%	New
262	TCI Wealth Advisors Tucson, Arizona	$5K	-$420	1	0%	Reduced
263	EFSCE Enterprise Financial Services Corp (EFSC) Clayton, Missouri	$1K	-$911	1	0%	Reduced
264	Jefferies Group New York	$1K	-$1.18M	1	0%	Reduced
265	AL Airain Ltd St. Peter Port, Guernsey	$0	-$390K	0	–	Closed
266	American Century Companies Kansas City, Missouri	$0	-$38.5M	0	–	Closed
267	ACS Archford Capital Strategies Swansea, Illinois	$0	-$59.3K	0	–	Closed
268	BCPEM Bain Capital Public Equity Management Boston, Massachusetts	$0	-$47.1M	0	–	Closed
269	BHWM Bar Harbor Wealth Management Concord, New Hampshire	$0	-$552K	0	–	Closed
270	BFG Beacon Financial Group Dallas, Texas	$0	-$230K	0	–	Closed
271	BKBG BHF Kleinwort Benson Group Brussels, Belgium	$0	-$1.75M	0	–	Closed
272	BlackRock Japan Tokyo, Japan	$0	-$14K	0	–	Closed
273	BOTOTLSJU Board of Trustees of The Leland Stanford Junior University Redwood City, California	$0	-$3.2M	0	–	Closed
274	Chartwell Investment Partners Berywn, Pennsylvania	$0	-$8.07M	0	–	Closed
275	CIBC Asset Management Toronto, Ontario, Canada	$0	-$215K	0	–	Closed