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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	SWM SeaCrest Wealth Management Purchase, New York	$332K	+$39.1K	1	0.06%	Increased
552	Caxton Associates (New York) New York	$331K	+$304K	1	0.03%	New
553	UBG United Bank (Georgia) Zebulon, Georgia	$330K	+$304K	1	0.31%	New
554	RPC Rossmore Private Capital Glastonbury, Connecticut	$323K	+$297K	1	0.09%	New
555	Clearstead Advisors Cleveland, Ohio	$322K	+$254K	1	0.04%	Increased
556	ExodusPoint Capital Management New York	$322K	+$296K	1	0.01%	New
557	Ballentine Partners Waltham, Massachusetts	$321K	-$280K	1	0.02%	Reduced
558	FP Foundry Partners Minneapolis, Minnesota	$319K	+$293K	1	0.02%	New
559	AWM Aevitas Wealth Management Wellesley Hills, Massachusetts	$316K	+$291K	1	0.29%	New
560	Davenport & Co Richmond, Virginia	$315K	-$18K	1	0%	Reduced
561	CI Cigna Investments Bloomfield, Connecticut	$308K	+$285K	1	0.03%	New
562	Employees Provident Fund Board Shah Alam, Malaysia	$308K	-$4.82M	1	0.01%	Reduced
563	MBT Montecito Bank & Trust Santa Barbara, California	$307K	+$283K	1	0.08%	New
564	Wellington Management Group Boston, Massachusetts	$304K	+$279K	1	0%	New
565	Geneos Wealth Management Englewood, Colorado	$302K	-$10.1K	1	0.02%	Reduced
566	WC Weil Company San Diego, California	$302K	+$278K	1	0.26%	New
567	HBK Sorce Advisory Erie, Pennsylvania	$300K	+$276K	1	0.02%	New
568	NIT NumerixS Investment Technologies Vancouver, British Columbia, Canada	$300K	+$277K	1	0.08%	New
569	Crossmark Global Holdings Houston, Texas	$299K	+$275K	1	0.01%	New
570	RFO RiverGlades Family Offices Naples, Florida	$299K	$0	1	0.31%	Maintained
571	Smithfield Trust Pittsburgh, Pennsylvania	$298K	+$9.72K	1	0.03%	Increased
572	TSS Two Sigma Securities New York	$298K	-$163K	1	0.01%	Reduced
573	Jasper Ridge Partners Menlo Park, California	$296K	$0	1	0.02%	Maintained
574	Banque Pictet & Cie Geneva 73, Switzerland	$292K	+$269K	1	0%	New
575	PRC Pearl River Capital Niles, Michigan	$289K	+$266K	1	0.14%	New