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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	TDC Thompson Davis & Co Richmond, Virginia	$5K	+$4.37K	1	0.01%	New
553	GEA Glen Eagle Advisors Kingston, New Jersey	$4.18K	+$3.96K	1	0%	New
554	PFBT Parkside Financial Bank & Trust Saint Louis, Missouri	$4K	+$3.69K	1	0%	New
555	Sumitomo Mitsui Financial Group Tokyo, Japan	$4K	+$4.1K	1	0%	New
556	WIM Westside Investment Management Santa Monica, California	$3.66K	$0	1	0%	Maintained
557	Balentine LLC Atlanta, Georgia	$3K	$0	1	0%	Maintained
558	JFGIW Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin	$3K	-$11.3K	1	0%	Reduced
559	LA Legacy Advisors Plymouth Meeting, Pennsylvania	$3K	+$3.01K	1	0%	New
560	MFW Mosaic Family Wealth St. Louis, Missouri	$3K	+$2.73K	1	0%	New
561	WAS Winch Advisory Services Appleton, Wisconsin	$3K	+$3.01K	1	0%	New
562	DAM Delta Asset Management Memphis, Tennessee	$2K	$0	1	0%	Maintained
563	EFSCE Enterprise Financial Services Corp (EFSC) Clayton, Missouri	$2K	$0	1	0%	Maintained
564	HCA Horan Capital Advisors Cincinnati, Ohio	$2K	+$1.78K	1	0%	New
565	AC Alexandria Capital Arlington, Virginia	$1K	$0	1	0%	Maintained
566	GWS Glassman Wealth Services Vienna, Virginia	$1K	+$683	1	0%	New
567	IP Intellectus Partners San Francisco, California	$1K	$0	1	0%	Maintained
568	JCM Jacobi Capital Management Pittston, Pennsylvania	$1K	$0	1	0%	Maintained
569	QS Investors New York	$1K	$0	1	0%	Maintained
570	TCI Wealth Advisors Tucson, Arizona	$1K	-$4.1K	1	0%	Reduced
571	WA WealthTrust-Arizona Scottsdale, Arizona	$1K	$0	1	0%	Maintained
572	Achmea Investment Management Zeist, Netherlands	$0	-$306K	0	–	Closed
573	AIM Acrospire Investment Management Chicago, Illinois	$0	-$40K	0	–	Closed
574	AIL AGF Investments LLC Toronto, Ontario, Canada	$0	-$44K	0	–	Closed
575	ALPS Advisors Denver, Colorado	$0	-$226K	0	–	Closed