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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
801	BHWM Bay Harbor Wealth Management Hunt Valley, Maryland	$1K	$0	1	0%	Maintained
802	CAM ClariVest Asset Management San Diego, California	$1K	-$454	1	0%	Reduced
803	JWA JFS Wealth Advisors Hermitage, Pennsylvania	$1K	$0	1	0%	Maintained
804	PAI Pittenger & Anderson Inc Lincoin, Nebraska	$1K	$0	1	0%	Maintained
805	Prime Capital Investment Advisors Overland Park, Kansas	$1K	$0	1	0%	Maintained
806	WWM Willingdon Wealth Management Huntersville, North Carolina	$1K	$0	1	0%	Maintained
807	Federation des caisses Desjardins du Quebec Levis, Quebec, Canada	$925	-$1.24M	1	0%	Reduced
808	WQ Wealth Quarterback Toms River, New Jersey	$79	+$3.38M	1	0%	New
809	Adams Diversified Equity Fund Baltimore, Maryland	$0	-$14.6M	0	–	Closed
810	AIM AIA Investment Management Singapore	$0	-$19K	0	–	Closed
811	AAP Ardsley Advisory Partners Stamford, Connecticut	$0	-$1.53M	0	–	Closed
812	Arrowstreet Capital Boston, Massachusetts	$0	-$6.47M	0	–	Closed
813	ALAM Asahi Life Asset Management Tokyo, Japan	$0	-$185K	0	–	Closed
814	BCM Bayesian Capital Management Brooklyn, New York	$0	-$571K	0	–	Closed
815	BPWA Beacon Pointe Wealth Advisors Newport Beach, California	$0	-$674K	0	–	Closed
816	BWCS Beirne Wealth Consulting Services Shelton, Connecticut	$0	-$324K	0	–	Closed
817	BlueCrest Capital Management St Helier, Jersey	$0	-$703K	0	–	Closed
818	BG Bollard Group Boston, Massachusetts	$0	-$67.8K	1	0%	Reduced
819	Bowen Hanes & Co Ponte Vedra Beach, Florida	$0	-$21.4M	0	–	Closed
820	CAGAS Capital Advisory Group Advisory Services Bloomington, Minnesota	$0	-$9K	0	–	Closed
821	CIAS Capital Investment Advisory Services Raleigh, North Carolina	$0	-$27K	0	–	Closed
822	CIM CIM Investment Management Pittsburgh, Pennsylvania	$0	-$503K	0	–	Closed
823	CJA C-J Advisory San Jose, California	$0	-$25K	0	–	Closed
824	CYG Clean Yield Group Norwich, Vermont	$0	-$8K	0	–	Closed
825	CAM Contour Asset Management New York	$0	-$5.77M	0	–	Closed