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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
726	DAM Delta Asset Management Memphis, Tennessee	$2K	$0	1	0%	Maintained
727	Farmers & Merchants Investments Inc Lincoln, Nebraska	$2K	$0	1	0%	Maintained
728	GWS Glassman Wealth Services Vienna, Virginia	$2K	$0	1	0%	Maintained
729	NIM NuWave Investment Management Parsippany, New Jersey	$2K	-$585K	1	0%	Reduced
730	NL NVWM LLC Yardley, Pennsylvania	$2K	$0	1	0%	Maintained
731	RA Rational Advisors Huntington, New York	$2K	-$654K	1	0%	Reduced
732	TCI Wealth Advisors Tucson, Arizona	$2K	$0	1	0%	Maintained
733	TL TrueWealth LLC Atlanta, Georgia	$2K	$0	1	0%	Maintained
734	VNA Valley National Advisers Bethlehem, Pennsylvania	$2K	+$1.87K	1	0%	New
735	RWM Raffa Wealth Management Washington, District of Columbia	$1.7K	$0	1	0%	Maintained
736	CAGAS Capital Advisory Group Advisory Services Bloomington, Minnesota	$1K	$0	1	0%	Maintained
737	Country Trust Bank Bloomington, Illinois	$1K	$0	1	0%	Maintained
738	JCM Jacobi Capital Management Pittston, Pennsylvania	$1K	$0	1	0%	Maintained
739	PO Private Ocean San Rafael, California	$1K	+$1.87K	1	0%	New
740	WAS Winch Advisory Services Appleton, Wisconsin	$1K	$0	1	0%	Maintained
741	Ancora Advisors Cleveland, Ohio	$0	-$8K	0	–	Closed
742	AAP Ardsley Advisory Partners Stamford, Connecticut	$0	-$1.35M	0	–	Closed
743	Avantax Planning Partners Dubuque, Iowa	$0	-$33K	0	–	Closed
744	BAMCO Inc New York	$0	-$57K	0	–	Closed
745	BOH Bank of Hawaii Honolulu, Hawaii	$0	-$1.14M	0	–	Closed
746	Bank of Nova Scotia Toronto, Ontario, Canada	$0	-$10.2M	0	–	Closed
747	BCM Barometer Capital Management Toronto, Ontario, Canada	$0	-$7.78M	0	–	Closed
748	BSG Black Swift Group Boulder, Colorado	$0	-$1.97M	0	–	Closed
749	BlueCrest Capital Management St Helier, Jersey	$0	-$346K	0	–	Closed
750	BIM Bogle Investment Management Newton Lower Falls, Massachusetts	$0	-$16.5M	0	–	Closed