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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
676	GWS Glassman Wealth Services Vienna, Virginia	$2K	+$600	1	0%	Increased
677	Gradient Investments Arden Hills, Minnesota	$2K	$0	1	0%	Maintained
678	NL NVWM LLC Yardley, Pennsylvania	$2K	$0	1	0%	Maintained
679	OC Oakworth Capital Birmingham, Alabama	$2K	+$1.8K	1	0%	New
680	TCI Wealth Advisors Tucson, Arizona	$2K	$0	1	0%	Maintained
681	TL TrueWealth LLC Atlanta, Georgia	$2K	$0	1	0%	Maintained
682	VNA Valley National Advisers Bethlehem, Pennsylvania	$2K	+$2K	1	0%	New
683	WA WealthTrust-Arizona Scottsdale, Arizona	$2K	$0	1	0%	Maintained
684	RWM Raffa Wealth Management Washington, District of Columbia	$1.85K	$0	1	0%	Maintained
685	Arax Advisory Partners Denver, Colorado	$1K	-$1.6K	1	0%	Reduced
686	CAGAS Capital Advisory Group Advisory Services Bloomington, Minnesota	$1K	$0	1	0%	Maintained
687	Country Trust Bank Bloomington, Illinois	$1K	+$800	1	0%	New
688	Global Retirement Partners San Rafael, California	$1K	$0	1	0%	Maintained
689	JCM Jacobi Capital Management Pittston, Pennsylvania	$1K	$0	1	0%	Maintained
690	ML McAdam LLC Philadelphia, Pennsylvania	$1K	+$800	1	0%	New
691	TD Ameritrade Investment Management Omaha, Nebraska	$1K	+$600	1	0%	New
692	WAS Winch Advisory Services Appleton, Wisconsin	$1K	$0	1	0%	Maintained
693	Acadian Asset Management Boston, Massachusetts	$0	-$72K	0	–	Closed
694	AAC Acorn Advisory Capital New York	$0	-$254K	0	–	Closed
695	Adage Capital Partners Boston, Massachusetts	$0	-$10.9M	0	–	Closed
696	Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada	$0	-$454K	0	–	Closed
697	Anchor Capital Advisors Boston, Massachusetts	$0	-$2.36M	0	–	Closed
698	Arizona State Retirement System Phoenix, Arizona	$0	-$3.77M	0	–	Closed
699	ACM Avalon Capital Management Port Of Redwood City, California	$0	-$1.69M	0	–	Closed
700	Avantax Planning Partners Dubuque, Iowa	$0	-$31K	0	–	Closed