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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	WCM Wealthcare Capital Management Richmond, Virginia	$9K	+$10.8K	1	0%	New
527	CHP Cable Hill Partners Portland, Oregon	$8K	-$4.46K	1	0%	Reduced
528	SIA SeaBridge Investment Advisors Summit, New Jersey	$8K	$0	1	0%	Maintained
529	ANBT American National Bank & Trust Wichita Falls, Texas	$7K	$0	1	0%	Maintained
530	BWP Baldwin Wealth Partners Marion, Massachusetts	$7K	-$4.31K	1	0%	Reduced
531	BWM Baystate Wealth Management Boston, Massachusetts	$6K	+$7.19K	1	0%	New
532	Arax Advisory Partners Denver, Colorado	$5K	+$5.32K	1	0%	New
533	EARNEST Partners Atlanta, Georgia	$5K	+$5.32K	1	0%	New
534	Group One Trading Chicago, Illinois	$5K	$0	1	0%	Maintained
535	HR Howe & Rusling Rochester, New York	$5K	+$5.17K	1	0%	New
536	PFBT Parkside Financial Bank & Trust Saint Louis, Missouri	$5K	+$1.73K	1	0%	Increased
537	WIM Westside Investment Management Santa Monica, California	$3.44K	+$3.59K	1	0%	New
538	FAM Fortaleza Asset Management Chicago, Illinois	$3K	+$2.88K	1	0.01%	New
539	PFGIA Patriot Financial Group Insurance Agency Westborough, Massachusetts	$3K	+$2.88K	1	0%	New
540	Perigon Wealth Management San Francisco, California	$3K	+$3.45K	1	0%	New
541	Tower Research Capital (TRC) New York	$3K	-$26.5K	1	0%	Reduced
542	WTB Washington Trust Bank Spokane, Washington	$3K	$0	1	0%	Maintained
543	AC Alexandria Capital Arlington, Virginia	$2K	-$4.6K	1	0%	Reduced
544	EFSCE Enterprise Financial Services Corp (EFSC) Clayton, Missouri	$2K	$0	1	0%	Maintained
545	WB Webster Bank Waterbury, Connecticut	$2K	+$1.87K	1	0%	New
546	IP Intellectus Partners San Francisco, California	$1K	+$1.29K	1	0%	New
547	OFW Omnia Family Wealth Aventura, Florida	$1K	+$1.01K	1	0%	New
548	QS Investors New York	$1K	$0	1	0%	Maintained
549	VIA Vantage Investment Advisors State College, Pennsylvania	$1K	+$1.29K	1	0%	New
550	ATC Adirondack Trust Company Saratoga Springs, New York	$0	-$8K	0	–	Closed