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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
501	CWM Catamount Wealth Management Westport, Connecticut	$13K	-$4.13M	1	0.01%	Reduced
502	FAM Formidable Asset Management Cincinnati, Ohio	$12K	$0	1	0.01%	Maintained
503	FWM Focused Wealth Management Newburgh, New York	$10K	+$10.6K	1	0.01%	New
504	TIM Tortoise Investment Management White Plains, New York	$9K	$0	1	0%	Maintained
505	Wealthfront Palo Alto, California	$9K	+$8.85K	1	0%	New
506	Acadian Asset Management Boston, Massachusetts	$8K	$0	1	0%	Maintained
507	Benjamin F. Edwards & Company St. Louis, Missouri	$8K	$0	1	0%	Maintained
508	CHP Cable Hill Partners Portland, Oregon	$6K	+$5.31K	1	0%	New
509	TF Tompkins Financial Ithaca, New York	$6K	$0	1	0%	Maintained
510	Global X Management Company New York	$5K	$0	1	0%	Maintained
511	TCI Wealth Advisors Tucson, Arizona	$5K	+$2.48K	1	0%	Increased
512	LNB Ledyard National Bank	$4K	$0	1	0%	Maintained
513	ATC Adirondack Trust Company Saratoga Springs, New York	$3K	-$7.97K	1	0%	Reduced
514	EFSCE Enterprise Financial Services Corp (EFSC) Clayton, Missouri	$3K	$0	1	0%	Maintained
515	HR Howe & Rusling Rochester, New York	$2K	$0	1	0%	Maintained
516	AIM Advantage Investment Management Cedar Rapids, Iowa	$1K	+$1.24K	1	0%	New
517	KT Kanaly Trust Houston, Texas	$1K	+$885	1	0%	New
518	SignatureFD Atlanta, Georgia	$1K	+$1.24K	1	0%	New
519	AC Amiya Capital London, United Kingdom	$0	-$258K	0	–	Closed
520	ACM Andor Capital Management Rye Brook, New York	$0	-$17.5M	0	–	Closed
521	ACM Aviance Capital Management Sarasota, Florida	$0	-$1.29M	0	–	Closed
522	ACM Axel Capital Management New York	$0	-$1.75M	0	–	Closed
523	BKBG BHF Kleinwort Benson Group Brussels, Belgium	$0	-$3.42M	0	–	Closed
524	CFA Camarda Financial Advisors Fleming Island, Florida	$0	-$87K	0	–	Closed
525	Capital World Investors Los Angeles, California	$0	-$22.4M	0	–	Closed