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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
301	CFA Camarda Financial Advisors Fleming Island, Florida	$23K	+$20.4K	1	0.02%	New
302	Envestnet Asset Management Chicago, Illinois	$20K	+$1.55K	1	0%	Increased
303	FANJ Financial Architects (New Jersey) Marlton, New Jersey	$20K	+$17.2K	1	0.01%	New
304	PSI Pinnacle Summer Investments Fairfax, Virginia	$15K	$0	1	0%	Maintained
305	ClearBridge Investments New York	$11K	-$1.9K	1	0%	Reduced
306	PTC Private Trust Company Cleveland, Ohio	$11K	$0	1	0%	Maintained
307	AA Apriem Advisors Irvine, California	$10K	$0	1	0%	Maintained
308	PO Private Ocean San Rafael, California	$10K	+$8.61K	1	0.01%	New
309	SSB Sandy Spring Bank Olney, Maryland	$6K	$0	1	0%	Maintained
310	EFSCE Enterprise Financial Services Corp (EFSC) Clayton, Missouri	$2K	$0	1	0%	Maintained
311	TFO Tarbox Family Office Newport Beach, California	$1K	$0	1	0%	Maintained
312	CIA Capital Impact Advisors Boston, Massachusetts	$118	-$103K	1	0%	Reduced
313	Balyasny Asset Management Chicago, Illinois	$0	-$18.2M	0	–	Closed
314	BUB BBVA USA Bancshares Houston, Texas	$0	-$363K	0	–	Closed
315	BCMU BlueCrest Capital Management (UK) St. Peter Port, Guernsey	$0	-$3.39M	0	–	Closed
316	Credit Agricole Montrouge Cedex, France	$0	-$397K	0	–	Closed
317	First Allied Advisory Services San Diego, California	$0	-$416K	0	–	Closed
318	FRM Fore Research & Management New York	$0	-$3.87M	0	–	Closed
319	GL GLG LLC New York	$0	-$93K	0	–	Closed
320	Highbridge Capital Management New York	$0	-$4.59M	0	–	Closed
321	LA Linden Advisors New York	$0	-$956K	0	–	Closed
322	Macquarie Group Sydney, NSW 2000, Australia	$0	-$1.53M	0	–	Closed
323	Massachusetts Financial Services Boston, Massachusetts	$0	-$11.2M	0	–	Closed
324	Natixis Advisors Boston, Massachusetts	$0	-$621K	0	–	Closed
325	Nomura Holdings Tokyo, Japan	$0	-$693K	0	–	Closed