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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
451	Raymond James Trust St. Petersburg, Florida	$517K	+$504K	1	0.03%	New
452	SM SG3 Management Dorado, Puerto Rico	$514K	+$500K	1	0.12%	New
453	AIIMS Analyst IMS Investment Management Services Tel-Aviv, Israel	$510K	-$940K	1	0.16%	Reduced
454	Parallel Advisors San Francisco, California	$502K	+$13.6K	1	0.07%	Increased
455	FWM Focused Wealth Management Newburgh, New York	$495K	-$276K	1	0.17%	Reduced
456	EWM Endurance Wealth Management Providence, Rhode Island	$494K	-$25K	1	0.08%	Reduced
457	CWA Cypress Wealth Advisors San Francisco, California	$493K	-$14.2K	1	0.53%	Reduced
458	PIA Piedmont Investment Advisors Durham, North Carolina	$492K	-$13.2K	1	0.02%	Reduced
459	GCA Gideon Capital Advisors New York	$491K	+$158K	1	0.25%	Increased
460	IRF IBM Retirement Fund Armonk, New York	$490K	-$52.2K	1	0.1%	Reduced
461	TCM Tradewinds Capital Management Bellingham, Washington	$479K	+$50K	1	0.2%	Increased
462	Cetera Advisors Denver, Colorado	$475K	+$463K	1	0.03%	New
463	HBK Sorce Advisory Erie, Pennsylvania	$473K	+$5.8K	1	0.05%	Increased
464	WA Winfield Associates Cleveland, Ohio	$472K	+$20K	1	0.25%	Increased
465	SSB Sandy Spring Bank Olney, Maryland	$462K	-$95K	1	0.04%	Reduced
466	AR Advisory Research Chicago, Illinois	$459K	+$446K	1	0.01%	New
467	1SB 1ST Source Bank South Bend, Indiana	$458K	+$446K	1	0.04%	New
468	Nomura Holdings Tokyo, Japan	$454K	-$2.66M	1	0%	Reduced
469	Oppenheimer Asset Management New York	$449K	-$43.2K	1	0.01%	Reduced
470	Welch & Forbes Boston, Massachusetts	$437K	+$20K	1	0.01%	Increased
471	First Allied Advisory Services San Diego, California	$432K	+$27.2K	1	0.02%	Increased
472	Glenmede Trust Philadelphia, Pennsylvania	$430K	-$120K	1	0%	Reduced
473	FBC Fairfield, Bush & Co Darien, Connecticut	$413K	$0	1	0.12%	Maintained
474	QSS Quantitative Systematic Strategies Ponte Vedra Beach, Florida	$397K	-$14.6K	1	0.07%	Reduced
475	Baker Avenue Asset Management San Francisco, California	$395K	$0	1	0.03%	Maintained