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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	SWM SeaCrest Wealth Management Purchase, New York	$192K	+$193K	1	0.04%	New
502	Global X Management Company New York	$186K	-$11.7K	1	0%	Reduced
503	IFP Advisors Tampa, Florida	$173K	-$42K	1	0.01%	Reduced
504	RWA Ropes Wealth Advisors Boston, Massachusetts	$156K	-$112K	1	0.04%	Reduced
505	FIB First Interstate Bank Billings, Montana	$145K	$0	1	0.03%	Maintained
506	SLF Sun Life Financial Toronto, Ontario, Canada	$145K	$0	1	0.01%	Maintained
507	JT Jump Trading Chicago, Illinois	$130K	+$131K	1	0.02%	New
508	ARMT Amica Retiree Medical Trust Lincoln, Rhode Island	$127K	$0	1	0.1%	Maintained
509	C Cerebellum San Francisco, California	$127K	+$128K	1	0.09%	New
510	LIA LS Investment Advisors Bloomfield Hills, Michigan	$125K	$0	1	0.01%	Maintained
511	Pacer Advisors Malvern, Pennsylvania	$121K	-$220K	1	0.01%	Reduced
512	Rockefeller Financial Services New York	$114K	-$157K	1	0%	Reduced
513	FMLI Fukoku Mutual Life Insurance Tokyo, Japan	$109K	$0	1	0.02%	Maintained
514	OMCS Old Mutual Customised Solutions Pinelands, South Africa	$101K	$0	1	0.01%	Maintained
515	Central Trust Company Jefferson City, Missouri	$99K	-$27.7K	1	0.01%	Reduced
516	PCG Private Capital Group West Hartford, Connecticut	$94K	+$94.3K	1	0.02%	New
517	CB CNB Bank Clearfield, Pennsylvania	$90K	+$90.9K	1	0.05%	New
518	ZB Zions Bancorporation Salt Lake City, Utah	$88K	+$3.65K	1	0.02%	Increased
519	Fifth Third Bancorp Cincinnati, Ohio	$85K	-$134K	1	0%	Reduced
520	SWA Sutton Wealth Advisors Tampa, Florida	$84.2K	$0	1	0.06%	Maintained
521	CAW Cornerstone Advisors (Washington) Bellevue, Washington	$84K	-$2.19K	1	0.06%	Reduced
522	Krilogy Financial St. Louis, Missouri	$82K	$0	1	0.02%	Maintained
523	Stratos Wealth Partners Beachwood, Ohio	$80K	+$81K	1	0%	New
524	AFNAS American Financial Network Advisory Services Calabasas, California	$78K	-$12.6K	1	0.03%	Reduced
525	WOC West Oak Capital Westlake Village, California	$72.5K	$0	1	0.04%	Maintained