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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
526	FAM Formidable Asset Management Cincinnati, Ohio	$11K	$0	1	0.01%	Maintained
527	Balentine LLC Atlanta, Georgia	$10K	-$25.2K	1	0%	Reduced
528	SIA SeaBridge Investment Advisors Summit, New Jersey	$10K	+$8.85K	1	0%	New
529	TF Tompkins Financial Ithaca, New York	$10K	+$3.83K	1	0%	Increased
530	MassMutual Private Wealth & Trust Windsor, Connecticut	$9.3K	$0	1	0%	Maintained
531	Geneos Wealth Management Englewood, Colorado	$9K	+$8.26K	1	0%	New
532	ATC Adirondack Trust Company Saratoga Springs, New York	$8K	+$1.48K	1	0.01%	Increased
533	AC Alexandria Capital Arlington, Virginia	$5K	+$2.51K	1	0%	Increased
534	CHP Cable Hill Partners Portland, Oregon	$5K	$0	1	0%	Maintained
535	CFA Carroll Financial Associates Charlotte, North Carolina	$5K	+$4.87K	1	0%	New
536	Evercore Wealth Management New York	$5K	+$4.28K	1	0%	New
537	ACM Armbruster Capital Management Pittsford, New York	$4K	$0	1	0%	Maintained
538	LNB Ledyard National Bank	$4K	$0	1	0%	Maintained
539	EFSCE Enterprise Financial Services Corp (EFSC) Clayton, Missouri	$3K	$0	1	0%	Maintained
540	UFA US Financial Advisors Braintree, Massachusetts	$3K	-$20.7K	1	0.01%	Reduced
541	Catalyst Capital Advisors Huntington, New York	$2K	$0	1	0%	Maintained
542	Federated Hermes Pittsburgh, Pennsylvania	$2K	-$13.1M	1	0%	Reduced
543	Quadrant Capital Group Cincinnati, Ohio	$2K	+$2.06K	1	0%	New
544	SignatureFD Atlanta, Georgia	$2K	+$443	1	0%	Increased
545	WTB Washington Trust Bank Spokane, Washington	$2K	+$1.48K	1	0%	New
546	QS Investors New York	$1K	+$443	1	0%	Increased
547	Acadian Asset Management Boston, Massachusetts	$0	-$8K	0	–	Closed
548	AL Airain Ltd St. Peter Port, Guernsey	$0	-$8.04M	0	–	Closed
549	AIA Allegis Investment Advisors Idaho Falls, Idaho	$0	-$8K	0	–	Closed
550	Alpha Cubed Investments Irvine, California	$0	-$2.56M	0	–	Closed