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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	MWM MinichMacGregor Wealth Management Saratoga Springs, New York	$16K	+$3.96K	1	0.02%	Increased
502	Nisa Investment Advisors St. Louis, Missouri	$16K	$0	1	0%	Maintained
503	SIM Sonora Investment Management Tucson, Arizona	$15.9K	$0	1	0%	Maintained
504	CHP Cable Hill Partners Portland, Oregon	$15K	+$6.15K	1	0.01%	Increased
505	Geneos Wealth Management Englewood, Colorado	$15K	+$6.97K	1	0%	Increased
506	BWP Baldwin Wealth Partners Marion, Massachusetts	$14K	-$54.7K	1	0%	Reduced
507	Pathstone Family Office Englewood, New Jersey	$14K	$0	1	0.01%	Maintained
508	Quadrant Capital Group Cincinnati, Ohio	$13K	+$10.4K	1	0.01%	Increased
509	SIA SeaBridge Investment Advisors Summit, New Jersey	$10K	$0	1	0%	Maintained
510	ANBT American National Bank & Trust Wichita Falls, Texas	$9K	$0	1	0%	Maintained
511	ATC Adirondack Trust Company Saratoga Springs, New York	$8K	$0	1	0.01%	Maintained
512	AC Alexandria Capital Arlington, Virginia	$7K	-$273	1	0%	Reduced
513	Group One Trading Chicago, Illinois	$7K	$0	1	0%	Maintained
514	GBT Grove Bank & Trust Miami, Florida	$7K	$0	1	0.01%	Maintained
515	Federated Hermes Pittsburgh, Pennsylvania	$6K	+$5.47K	1	0%	New
516	ACS Archford Capital Strategies Swansea, Illinois	$4K	+$4.24K	1	0%	New
517	PFBT Parkside Financial Bank & Trust Saint Louis, Missouri	$4K	-$4.92K	1	0%	Reduced
518	WTB Washington Trust Bank Spokane, Washington	$4K	-$547	1	0%	Reduced
519	EFSCE Enterprise Financial Services Corp (EFSC) Clayton, Missouri	$3K	$0	1	0%	Maintained
520	ADL Asset Dedication LLC San Francisco, California	$2K	+$2.05K	1	0%	New
521	QS Investors New York	$2K	$0	1	0%	Maintained
522	Winslow Capital Management Minneapolis, Minnesota	$2K	+$1.78K	1	0%	New
523	TCI Wealth Advisors Tucson, Arizona	$1K	+$820	1	0%	New
524	AGF Investments Inc Toronto, Ontario, Canada	$0	-$18.4M	0	–	Closed
525	American Century Companies Kansas City, Missouri	$0	-$704K	0	–	Closed