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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
751	JFGIW Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin	$2K	$0	1	0%	Maintained
752	NL NVWM LLC Yardley, Pennsylvania	$2K	$0	1	0%	Maintained
753	PO Private Ocean San Rafael, California	$2K	$0	1	0%	Maintained
754	SFPIA Stevens First Principles Investment Advisors Newport Beach, California	$2K	+$2.69K	1	0%	New
755	TCI Wealth Advisors Tucson, Arizona	$2K	$0	1	0%	Maintained
756	TIM Tortoise Investment Management White Plains, New York	$2K	$0	1	0%	Maintained
757	TL TrueWealth LLC Atlanta, Georgia	$2K	$0	1	0%	Maintained
758	VNA Valley National Advisers Bethlehem, Pennsylvania	$2K	$0	1	0%	Maintained
759	BHWM Bay Harbor Wealth Management Hunt Valley, Maryland	$1K	+$898	1	0%	New
760	CAM ClariVest Asset Management San Diego, California	$1K	-$21.2M	1	0%	Reduced
761	JCM Jacobi Capital Management Pittston, Pennsylvania	$1K	$0	1	0%	Maintained
762	MWM Mascoma Wealth Management Hanover, New Hampshire	$1K	$0	1	0%	Maintained
763	TD Ameritrade Investment Management Omaha, Nebraska	$1K	-$72.7K	1	0%	Reduced
764	Simon Quick Advisors Morristown, New Jersey	$815	+$898	1	0%	New
765	W WealthStone Columbus, Ohio	$611	+$673	1	0%	New
766	1832 Asset Management Toronto, Ontario, Canada	$0	-$136M	0	–	Closed
767	3C 361 Capital Denver, Colorado	$0	-$1.73M	0	–	Closed
768	Acadian Asset Management Boston, Massachusetts	$0	-$369K	0	–	Closed
769	AIA Alera Investment Advisors Deerfield, Illinois	$0	-$12K	0	–	Closed
770	AIC Ameritas Investment Company Lincoln, Nebraska	$0	-$1.04M	0	–	Closed
771	AAM Arabesque Asset Management London, United Kingdom	$0	-$2.69M	0	–	Closed
772	AF Arrow Financial Glens Falls, New York	$0	-$40K	0	–	Closed
773	ARTA A.R.T. Advisors New York	$0	-$4.42M	0	–	Closed
774	Avantax Advisory Services Dallas, Texas	$0	-$1.09M	0	–	Closed
775	Balyasny Asset Management Chicago, Illinois	$0	-$40.8M	0	–	Closed