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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
601	RT Rockland Trust Hanover, Massachusetts	$211K	+$215K	1	0.02%	New
602	CFGS Concourse Financial Group Securities Birmingham, Alabama	$210K	-$20K	1	0.05%	Reduced
603	BDS Banco de Sabadell Miami, Florida	$205K	-$106K	1	0.03%	Reduced
604	CWA Clarus Wealth Advisors Peoria, Arizona	$204K	+$212K	1	0.15%	New
605	GAM Griffin Asset Management New York	$204K	$0	1	0.03%	Maintained
606	Livforsakringsbolaget Skandia Stockholm, Sweden	$204K	$0	1	0.02%	Maintained
607	LOAME Lombard Odier Asset Management (Europe) London, United Kingdom	$203K	$0	1	0.02%	Maintained
608	ALAM Asahi Life Asset Management Tokyo, Japan	$185K	-$139K	1	0.03%	Reduced
609	Tower Research Capital (TRC) New York	$181K	+$157K	1	0.01%	Increased
610	RE RBC Europe London, United Kingdom	$170K	-$101K	1	0.02%	Reduced
611	KTC Kistler-Tiffany Companies Berwyn, Pennsylvania	$169K	+$27.6K	1	0.06%	Increased
612	HighPoint Advisor Group Downers Grove, Illinois	$168K	+$151K	1	0.04%	New
613	Whittier Trust South Pasadena, California	$164K	+$105K	1	0%	Increased
614	Benjamin F. Edwards & Company St. Louis, Missouri	$162K	+$110K	1	0.01%	Increased
615	NFG Next Financial Group Houston, Texas	$140K	-$2.12K	1	0.02%	Reduced
616	OAJ Ogorek Anthony Joseph Williamsville, New York	$135K	$0	1	0.08%	Maintained
617	Cullen/Frost Bankers San Antonio, Texas	$134K	+$13.8K	1	0%	Increased
618	SWA Sutton Wealth Advisors Tampa, Florida	$127K	+$849	1	0.07%	Increased
619	SFSIG San Francisco Sentry Investment Group San Francisco, California	$124K	$0	1	0.06%	Maintained
620	OIA Optimum Investment Advisors Chicago, Illinois	$122K	$0	1	0.04%	Maintained
621	LIA LS Investment Advisors Bloomfield Hills, Michigan	$120K	$0	1	0.01%	Maintained
622	Central Trust Company Jefferson City, Missouri	$115K	$0	1	0.01%	Maintained
623	RIA Realta Investment Advisors Wilmington, Delaware	$114K	-$10.4K	1	0.03%	Reduced
624	Valeo Financial Advisors Carmel, Indiana	$113K	+$85.4K	1	0.01%	Increased
625	Harel Insurance Investments & Financial Services Ramat Gan, Israel	$104K	-$8.48M	1	0.01%	Reduced