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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	Quadrant Capital Group Cincinnati, Ohio	$23K	+$8.24K	1	0.01%	Increased
527	IPC Independent Portfolio Consultants Boca Raton, Florida	$21K	$0	1	0.01%	Maintained
528	SIM Sonora Investment Management Tucson, Arizona	$19.5K	$0	1	0%	Maintained
529	BAM Barrett Asset Management New York	$17K	-$1.21K	1	0%	Reduced
530	NewEdge Advisors New Orleans, Louisiana	$16.5K	+$14.5K	1	0%	New
531	JFGIW Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin	$14K	+$12.4K	1	0%	New
532	BTIS BB&T Investment Services Charlotte, North Carolina	$13K	+$4.12K	1	0%	Increased
533	First Horizon Advisors Memphis, Tennessee	$13K	+$12.7K	1	0%	New
534	Huntington National Bank Columbus, Ohio	$13K	-$1.22M	1	0%	Reduced
535	Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts	$13K	$0	1	0%	Maintained
536	Pathstone Family Office Englewood, New Jersey	$12K	+$485	1	0.01%	Increased
537	PCP Proficio Capital Partners Newton, Massachusetts	$12K	+$2.3K	1	0.01%	Increased
538	SBL Sargent Bickham Lagudis Boulder, Colorado	$12K	$0	1	0%	Maintained
539	PFGIA Patriot Financial Group Insurance Agency Westborough, Massachusetts	$11K	+$606	1	0.01%	Increased
540	JT Jump Trading Chicago, Illinois	$10K	+$8.73K	1	0%	New
541	WCM Wealthcare Capital Management Richmond, Virginia	$10K	$0	1	0%	Maintained
542	CFA Carroll Financial Associates Charlotte, North Carolina	$9K	$0	1	0%	Maintained
543	Wealthspire Advisors (Maryland) Potomac, Maryland	$9K	+$6.91K	1	0%	Increased
544	CHP Cable Hill Partners Portland, Oregon	$8K	$0	1	0%	Maintained
545	Acadian Asset Management Boston, Massachusetts	$7K	$0	1	0%	Maintained
546	MUFG Americas New York	$7K	-$6.06K	1	0%	Reduced
547	SAM Shamrock Asset Management Dallas, Texas	$7K	$0	1	0%	Maintained
548	CCM Cribstone Capital Management Augusta, Maine	$6K	-$970	1	0%	Reduced
549	Geneos Wealth Management Englewood, Colorado	$6K	-$727	1	0%	Reduced
550	Arax Advisory Partners Denver, Colorado	$5K	$0	1	0%	Maintained