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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	DACG Donor Advised Charitable Giving San Francisco, California	$2.03M	$0	1	0.21%	Maintained
402	NIM NuWave Investment Management Parsippany, New Jersey	$2.03M	+$2.25M	1	2.56%	New
403	APA American Portfolios Advisors Holbrook, New York	$2M	+$443K	1	0.09%	Increased
404	Laird Norton Wetherby Wealth Management San Francisco, California	$1.99M	-$196K	1	0.15%	Reduced
405	SWA SFMG Wealth Advisors Plano, Texas	$1.99M	-$14.3K	1	0.23%	Reduced
406	NSB Norway Savings Bank Portland, Maine	$1.99M	+$116K	1	1.05%	Increased
407	FC FORA Capital Miami, Florida	$1.97M	+$2.19M	1	0.65%	New
408	Pathstone Family Office Englewood, New Jersey	$1.96M	+$1.57M	1	0.07%	Increased
409	Hancock Whitney Gulfport, Mississippi	$1.95M	-$117K	1	0.07%	Reduced
410	Edmond de Rothschild Holding Chambesy, Switzerland	$1.95M	+$30.3K	1	0.05%	Increased
411	ALPS Advisors Denver, Colorado	$1.94M	+$197K	1	0.02%	Increased
412	AAM Azzad Asset Management Falls Church, Virginia	$1.93M	+$357	1	0.32%	Increased
413	Waldron Private Wealth Bridgeville, Pennsylvania	$1.92M	-$25.7K	1	0.13%	Reduced
414	MA Modus Advisors Excelsior, Minnesota	$1.92M	+$151K	1	0.89%	Increased
415	JIP Jaffetilchin Investment Partners Tampa, Florida	$1.91M	+$55.3K	1	0.23%	Increased
416	AFA Abacus FCF Advisors Orlando, Florida	$1.89M	-$13.2K	1	0.96%	Reduced
417	WAM Weatherly Asset Management Del Mar, California	$1.89M	$0	1	0.26%	Maintained
418	BBNA Bremer Bank National Association St Paul, Minnesota	$1.87M	+$17.8K	1	0.43%	Increased
419	LW Linscomb Wealth Houston, Texas	$1.86M	+$182K	1	0.1%	Increased
420	EWM Endurance Wealth Management Providence, Rhode Island	$1.86M	+$242K	1	0.22%	Increased
421	Sumitomo Mitsui DS Asset Management Tokyo, Japan	$1.85M	-$71K	1	0.05%	Reduced
422	LWMM Legacy Wealth Management (Mississippi) Ridgeland, Mississippi	$1.84M	+$26.7K	1	1.12%	Increased
423	NIM Nicollet Investment Management Minneapolis, Minnesota	$1.83M	+$12.8K	1	0.8%	Increased
424	Bel Air Investment Advisors Los Angeles, California	$1.82M	+$2.02M	1	0.06%	New
425	Stephens Inc Little Rock, Arkansas	$1.8M	+$49.9K	1	0.03%	Increased