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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
551	HR Howe & Rusling Rochester, New York	$5K	$0	1	0%	Maintained
552	TCI Wealth Advisors Tucson, Arizona	$5K	+$3.64K	1	0%	Increased
553	WIM Westside Investment Management Santa Monica, California	$3.44K	$0	1	0%	Maintained
554	Balentine LLC Atlanta, Georgia	$3K	-$39.9K	1	0%	Reduced
555	OFW Omnia Family Wealth Aventura, Florida	$3K	+$2.3K	1	0%	New
556	RIA RPG Investment Advisory Pleasanton, California	$3K	+$3.03K	1	0%	New
557	Salem Investment Counselors Winston Salem, North Carolina	$3K	-$196K	1	0%	Reduced
558	EFSCE Enterprise Financial Services Corp (EFSC) Clayton, Missouri	$2K	$0	1	0%	Maintained
559	VWA V Wealth Advisors Overland Park, Kansas	$2K	+$1.46K	1	0%	New
560	AC Alexandria Capital Arlington, Virginia	$1K	+$121	1	0%	Increased
561	CFA Camarda Financial Advisors Fleming Island, Florida	$1K	+$1.21K	1	0%	New
562	DAM Delta Asset Management Memphis, Tennessee	$1K	$0	1	0%	Maintained
563	IP Intellectus Partners San Francisco, California	$1K	$0	1	0%	Maintained
564	JCM Jacobi Capital Management Pittston, Pennsylvania	$1K	+$727	1	0%	New
565	QS Investors New York	$1K	$0	1	0%	Maintained
566	WA WealthTrust-Arizona Scottsdale, Arizona	$1K	$0	1	0%	Maintained
567	1832 Asset Management Toronto, Ontario, Canada	$0	-$1K	0	–	Closed
568	Adage Capital Partners Boston, Massachusetts	$0	-$9.01M	0	–	Closed
569	ANBT American National Bank & Trust Wichita Falls, Texas	$0	-$6K	0	–	Closed
570	ACM Archon Capital Management Seattle, Washington	$0	-$1.1M	0	–	Closed
571	BWP Baldwin Wealth Partners Marion, Massachusetts	$0	-$6K	0	–	Closed
572	Bank of Nova Scotia Toronto, Ontario, Canada	$0	-$8.9M	0	–	Closed
573	BWM Baystate Wealth Management Boston, Massachusetts	$0	-$6K	0	–	Closed
574	BUB BBVA USA Bancshares Houston, Texas	$0	-$219K	0	–	Closed
575	BFIC Bedell Frazier Investment Counselling Walnut Creek, California	$0	-$7.79M	0	–	Closed