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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
426	EWM Endurance Wealth Management Providence, Rhode Island	$218K	+$212K	1	0.04%	Increased
427	Silvercrest Asset Management New York	$214K	$0	1	0%	Maintained
428	GLRA Gerald L. Ray & Associates Dallas, Texas	$212K	+$240K	1	0.03%	New
429	WCM Windward Capital Management Los Angeles, California	$208K	-$2.64K	1	0.04%	Reduced
430	D.A. Davidson & Co Great Falls, Montana	$206K	+$86.3K	1	0.01%	Increased
431	SCA Secor Capital Advisors New York	$206K	+$233K	1	0.03%	New
432	IB Intrust Bank Wichita, Kansas	$202K	-$139K	1	0.08%	Reduced
433	Nordea Investment Management Stockholm, Sweden	$179K	$0	1	0%	Maintained
434	WAS WESPAC Advisors SoCal Pasadena, California	$175K	-$13.9K	1	0.11%	Reduced
435	IFP Advisors Tampa, Florida	$168K	+$173K	1	0.01%	Increased
436	RS Investment Management San Francisco, California	$155K	-$10.6M	1	0%	Reduced
437	CCA Checchi Capital Advisers Beverly Hills, California	$142K	+$90.2K	1	0.02%	Increased
438	WCM Wunderlich Capital Managemnt Memphis, Tennessee	$142K	+$73.4K	1	0.12%	Increased
439	LIA LS Investment Advisors Bloomfield Hills, Michigan	$129K	$0	1	0.01%	Maintained
440	IIC Integrated Investment Consultants Bloomfield Hills, Michigan	$128K	+$9.03K	1	0.07%	Increased
441	Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts	$115K	-$76.4K	1	0%	Reduced
442	AIC Ayalon Insurance Company Ramat Gan, Israel	$102K	+$61.1K	1	0.09%	Increased
443	WEC Winslow Evans & Crocker Boston, Massachusetts	$99.7K	+$10.6K	1	0.03%	Increased
444	Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland	$94K	$0	1	0%	Maintained
445	PCP Proficio Capital Partners Newton, Massachusetts	$82K	+$14.2K	1	0.05%	Increased
446	FMLI Fukoku Mutual Life Insurance Tokyo, Japan	$80K	+$27.8K	1	0.02%	Increased
447	IWMPD Integrated Wealth Management (Palm Desert) Palm Desert, California	$71K	+$18.1K	1	0.03%	Increased
448	CBOA Commonwealth Bank of Australia Sydney, NSW, Australia	$70K	+$14.5K	1	0%	Increased
449	CAW Cornerstone Advisors (Washington) Bellevue, Washington	$69K	+$7.92K	1	0.07%	Increased
450	CCMW Cypress Capital Management (Wyoming) Sheridan, Wyoming	$62.5K	-$124K	1	0.08%	Reduced