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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
826	Cullen/Frost Bankers San Antonio, Texas	$75K	-$1.68K	1	0%	Reduced
827	PP PrairieView Partners St. Paul, Minnesota	$71K	$0	1	0.01%	Maintained
828	BG Bollard Group Boston, Massachusetts	$70K	$0	1	0%	Maintained
829	EI Ellevest Inc New York	$66K	+$17.9K	1	0.01%	Increased
830	CYG Clean Yield Group Norwich, Vermont	$65K	$0	1	0.02%	Maintained
831	LJHT Laurie J. Hall Trustee	$64K	$0	1	0.03%	Maintained
832	ARMC American Research & Management Company Marion, Massachusetts	$62K	$0	1	0.02%	Maintained
833	TD Private Client Wealth New York	$60.1K	+$4.76K	1	0%	Increased
834	OIM Oder Investment Management Woodland Hills, California	$59K	+$46K	1	0.06%	New
835	Salem Investment Counselors Winston Salem, North Carolina	$59K	+$5.61K	1	0%	Increased
836	Huntington National Bank Columbus, Ohio	$58K	-$51K	1	0%	Reduced
837	Central Trust Company Jefferson City, Missouri	$57K	$0	1	0%	Maintained
838	Prime Capital Investment Advisors Overland Park, Kansas	$57K	$0	1	0%	Maintained
839	CFA Carroll Financial Associates Charlotte, North Carolina	$56K	-$7.85K	1	0%	Reduced
840	GC Grace Capital Quincy, Massachusetts	$53K	-$16.8K	1	0.03%	Reduced
841	NR Newfound Research Wellesley Hills, Massachusetts	$53K	+$41.5K	1	0.14%	New
842	RIM Rockbridge Investment Management Syracuse, New York	$53K	$0	1	0.01%	Maintained
843	ED Exane Derivatives Paris, France	$50.8K	-$12.6K	1	0.01%	Reduced
844	CB CNB Bank Clearfield, Pennsylvania	$50K	+$561	1	0.04%	Increased
845	CWP Concord Wealth Partners Abingdon, Virginia	$50K	+$39.8K	1	0.04%	New
846	O'Shaughnessy Asset Management Stamford, Connecticut	$49K	+$16.3K	1	0%	Increased
847	PCG Private Capital Group West Hartford, Connecticut	$49K	-$3.08K	1	0.01%	Reduced
848	First Horizon Advisors Memphis, Tennessee	$48K	$0	1	0%	Maintained
849	BAM Bellevue Asset Management Bellevue, Washington	$47K	$0	1	0.03%	Maintained
850	EFSCE Enterprise Financial Services Corp (EFSC) Clayton, Missouri	$47K	+$280	1	0.01%	Increased