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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
426	IMS Index Management Solutions Philadelphia, Pennsylvania	$17K	+$12.9K	1	0.01%	Increased
427	Huntington National Bank Columbus, Ohio	$16K	+$4.03K	1	0%	Increased
428	WCM Wealthcare Capital Management Richmond, Virginia	$16K	+$15K	1	0%	New
429	PO Private Ocean San Rafael, California	$15K	$0	1	0.01%	Maintained
430	SIG Stanford Investment Group Mountain View, California	$15K	$0	1	0.01%	Maintained
431	Advisory Services Network Atlanta, Georgia	$14K	+$13.4K	1	0%	New
432	FAM Formidable Asset Management Cincinnati, Ohio	$11K	+$10.1K	1	0.01%	New
433	IWMPD Integrated Wealth Management (Palm Desert) Palm Desert, California	$10K	+$10.1K	1	0%	New
434	TDC Thompson Davis & Co Richmond, Virginia	$10K	-$4.97K	1	0.01%	Reduced
435	Acadian Asset Management Boston, Massachusetts	$7K	$0	1	0%	Maintained
436	CFA Carroll Financial Associates Charlotte, North Carolina	$7K	+$6.72K	1	0%	New
437	TFA Transamerica Financial Advisors St. Petersburg, Florida	$7K	+$5.64K	1	0%	New
438	ATC Adirondack Trust Company Saratoga Springs, New York	$6K	+$5.37K	1	0%	New
439	Colony Group Boston, Massachusetts	$5K	+$4.3K	1	0%	New
440	GWM Gupta Wealth Management San Diego, California	$5K	+$4.16K	1	0%	New
441	IC Intersect Capital San Ramon, California	$3K	$0	1	0%	Maintained
442	EFSCE Enterprise Financial Services Corp (EFSC) Clayton, Missouri	$2K	$0	1	0%	Maintained
443	TCI Wealth Advisors Tucson, Arizona	$2K	+$2.28K	1	0%	New
444	HR Howe & Rusling Rochester, New York	$1K	+$1.34K	1	0%	New
445	AP Alydar Partners Boston, Massachusetts	$0	-$9.81M	0	–	Closed
446	BCM Basso Capital Management Stamford, Connecticut	$0	-$61K	0	–	Closed
447	BlueCrest Capital Management St Helier, Jersey	$0	-$1.16M	0	–	Closed
448	CIA Capital Impact Advisors Boston, Massachusetts	$0	-$147K	0	–	Closed
449	CIBC World Market Toronto, Ontario, Canada	$0	-$364K	0	–	Closed
450	Citadel Advisors Miami, Florida	$0	-$7.91M	0	–	Closed