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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	$8K	$0	1	0%	Maintained
527	CHP Cable Hill Partners Portland, Oregon	$7K	$0	1	0%	Maintained
528	CFA Carroll Financial Associates Charlotte, North Carolina	$7K	+$9.39K	1	0%	New
529	Global Retirement Partners San Rafael, California	$7K	-$5.9K	1	0%	Reduced
530	Acadian Asset Management Boston, Massachusetts	$6K	-$91.2K	1	0%	Reduced
531	ANBT American National Bank & Trust Wichita Falls, Texas	$6K	$0	1	0%	Maintained
532	BWP Baldwin Wealth Partners Marion, Massachusetts	$6K	$0	1	0%	Maintained
533	BWM Baystate Wealth Management Boston, Massachusetts	$6K	$0	1	0%	Maintained
534	BIG Bellwether Investment Group Chattanooga, Tennessee	$6K	-$2.95K	1	0.02%	Reduced
535	CCM Cribstone Capital Management Augusta, Maine	$6K	+$7.11K	1	0%	New
536	EA Edge Advisors Atlanta, Georgia	$6K	+$7.78K	1	0%	New
537	SAM Shamrock Asset Management Dallas, Texas	$6K	+$6.71K	1	0%	New
538	Geneos Wealth Management Englewood, Colorado	$5K	-$14.6K	1	0%	Reduced
539	Arax Advisory Partners Denver, Colorado	$4K	$0	1	0%	Maintained
540	HR Howe & Rusling Rochester, New York	$4K	$0	1	0%	Maintained
541	Perigon Wealth Management San Francisco, California	$4K	+$1.48K	1	0%	Increased
542	Evercore Wealth Management New York	$3K	-$42.9K	1	0%	Reduced
543	WIM Westside Investment Management Santa Monica, California	$2.7K	$0	1	0%	Maintained
544	EFSCE Enterprise Financial Services Corp (EFSC) Clayton, Missouri	$2K	$0	1	0%	Maintained
545	1832 Asset Management Toronto, Ontario, Canada	$1K	+$1.21K	1	0%	New
546	DAM Delta Asset Management Memphis, Tennessee	$1K	+$1.48K	1	0%	New
547	IP Intellectus Partners San Francisco, California	$1K	$0	1	0%	Maintained
548	QS Investors New York	$1K	$0	1	0%	Maintained
549	SLF Sun Life Financial Toronto, Ontario, Canada	$1K	+$15.2K	1	0%	New
550	TCI Wealth Advisors Tucson, Arizona	$1K	-$12.9K	1	0%	Reduced