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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
401	Circle Wealth Management Summit, New Jersey	$2.06M	$0	1	0.29%	Maintained
402	JIP Jaffetilchin Investment Partners Tampa, Florida	$2.06M	+$66.4K	1	0.29%	Increased
403	Fiera Capital (Canada) Montreal, Quebec, Canada	$2.04M	-$31.4K	1	0.01%	Reduced
404	BBNA Bremer Bank National Association St Paul, Minnesota	$2.04M	+$39.5K	1	0.49%	Increased
405	NIM Nicollet Investment Management Minneapolis, Minnesota	$2.01M	+$62.2K	1	0.9%	Increased
406	LWMM Legacy Wealth Management (Mississippi) Ridgeland, Mississippi	$2.01M	-$94.7K	1	1.27%	Reduced
407	BAM Blueshift Asset Management Red Bank, New Jersey	$2.01M	-$2.55M	1	0.24%	Reduced
408	HWA HCR Wealth Advisors Los Angeles, California	$1.97M	$0	1	0.41%	Maintained
409	MA Modus Advisors Excelsior, Minnesota	$1.97M	+$119K	1	1.02%	Increased
410	ALPS Advisors Denver, Colorado	$1.94M	+$144K	1	0.02%	Increased
411	Stephens Inc Little Rock, Arkansas	$1.93M	+$57.2K	1	0.03%	Increased
412	Banco Santander Madrid, Spain	$1.92M	-$328K	1	0.01%	Reduced
413	SG Somerset Group Wayzata, Minnesota	$1.91M	+$2.8K	1	1.52%	Increased
414	MIM Marco Investment Management Atlanta, Georgia	$1.91M	-$28K	1	0.27%	Reduced
415	Chartwell Investment Partners Berywn, Pennsylvania	$1.9M	+$45.7K	1	0.06%	Increased
416	Davenport & Co Richmond, Virginia	$1.89M	+$1.07M	1	0.02%	Increased
417	Nordea Investment Management Stockholm, Sweden	$1.89M	-$6.62M	1	0%	Reduced
418	KA Kovack Advisors Ft. Lauderdale, Florida	$1.88M	-$60.5K	1	0.27%	Reduced
419	Engineers Gate Manager New York	$1.88M	+$26.4K	1	0.08%	Increased
420	LW Linscomb Wealth Houston, Texas	$1.87M	+$173K	1	0.11%	Increased
421	AIM Allen Investment Management New York	$1.83M	$0	1	0.03%	Maintained
422	AIIMS Analyst IMS Investment Management Services Tel-Aviv, Israel	$1.82M	+$315K	1	0.3%	Increased
423	OA Oak Associates Akron, Ohio	$1.81M	$0	1	0.11%	Maintained
424	EWM Endurance Wealth Management Providence, Rhode Island	$1.81M	$0	1	0.23%	Maintained
425	United Capital Financial Advisors Irving, Texas	$1.79M	+$248K	1	0.01%	Increased