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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
351	Circle Wealth Management Summit, New Jersey	$1.76M	$0	1	0.3%	Maintained
352	SCI S&CO Inc Boston, Massachusetts	$1.74M	+$212K	1	0.18%	Increased
353	FG Formula Growth Montreal, Quebec, Canada	$1.73M	-$567K	1	0.22%	Reduced
354	OAM Optimal Asset Management Los Altos, California	$1.7M	+$1.67M	1	0.26%	New
355	WCM Wunderlich Capital Managemnt Memphis, Tennessee	$1.69M	-$2.04K	1	1.06%	Reduced
356	DLCIG D.L. Carlson Investment Group Concord, New Hampshire	$1.68M	-$15.9K	1	0.49%	Reduced
357	AWP Ascent Wealth Partners New Hartford, New York	$1.67M	-$17K	1	0.48%	Reduced
358	Prudential Financial Newark, New Jersey	$1.67M	+$66.9K	1	0%	Increased
359	PIA Piedmont Investment Advisors Durham, North Carolina	$1.65M	+$34.3K	1	0.06%	Increased
360	FRA Front Row Advisors Tiburon, California	$1.63M	+$52.2K	1	1.06%	Increased
361	CIBC Asset Management Toronto, Ontario, Canada	$1.6M	+$62.2K	1	0.01%	Increased
362	Daiwa Securities Group Tokyo, Japan	$1.59M	-$327K	1	0.01%	Reduced
363	BCV Banque Cantonale Vaudoise Lausanne, Switzerland	$1.59M	+$1.56M	1	0.11%	New
364	MLICM Metropolitan Life Insurance Company (MetLife) New York	$1.59M	-$12.5K	1	0.03%	Reduced
365	KA Kovack Advisors Ft. Lauderdale, Florida	$1.58M	-$265K	1	0.28%	Reduced
366	IBOK Independence Bank of Kentucky Owensboro, Kentucky	$1.57M	-$3.4K	1	1.01%	Reduced
367	SG Somerset Group Wayzata, Minnesota	$1.56M	-$167K	1	1.36%	Reduced
368	BCA Bray Capital Advisors Naples, Florida	$1.55M	+$875K	1	0.55%	Increased
369	ACM Alpha Capital Management Austin, Texas	$1.53M	-$142K	1	0.57%	Reduced
370	Freestone Capital Holdings Seattle, Washington	$1.52M	+$44.7K	1	0.03%	Increased
371	RHBC R.H. Bluestein & Co Birmingham, Michigan	$1.51M	-$1.59K	1	0.08%	Reduced
372	Hills Bank & Trust North Liberty, Iowa	$1.51M	-$33.6K	1	0.36%	Reduced
373	MML Investors Services Springfield, Massachusetts	$1.49M	+$99.4K	1	0.02%	Increased
374	WAM Weatherly Asset Management Del Mar, California	$1.48M	-$56.7K	1	0.28%	Reduced
375	AI Atom Investors Austin, Texas	$1.48M	-$13.3M	1	0.12%	Reduced