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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	HWA HCR Wealth Advisors Los Angeles, California	$11.6M	$0	1	1.51%	Maintained
452	Pinnacle Associates New York	$11.4M	-$317K	1	0.17%	Reduced
453	SI Sava Infond Maribor, Slovenia	$11.4M	-$758K	1	2.18%	Reduced
454	Bank Pictet & Cie (Europe) Frankfurt Am Main, Germany	$11.4M	+$4.17M	1	0.27%	Increased
455	NewEdge Wealth Pittsburgh, Pennsylvania	$11.3M	+$85.4K	1	0.21%	Increased
456	SCI S&CO Inc Boston, Massachusetts	$11.3M	$0	1	0.76%	Maintained
457	FineMark National Bank & Trust Fort Myers, Florida	$11.3M	+$543K	1	0.41%	Increased
458	Bailard Foster City, California	$11.3M	-$690K	1	0.29%	Reduced
459	LSA L & S Advisors Los Angeles, California	$11.3M	-$107K	1	1.39%	Reduced
460	D.A. Davidson & Co Great Falls, Montana	$11.2M	-$96.2K	1	0.09%	Reduced
461	IG Ithaka Group Arlington, Virginia	$11.2M	-$613K	1	2.27%	Reduced
462	IWA IBEX Wealth Advisors Bedminster, New Jersey	$11.2M	+$657K	1	1.48%	Increased
463	TC TownSquare Capital Provo, Utah	$11.1M	-$1.34M	1	0.12%	Reduced
464	SSA Sierra Summit Advisors Incline Village, Nevada	$11M	-$2.22M	1	2.39%	Reduced
465	Investment Management Corp of Ontario (IMCO) Toronto, Canada	$10.8M	+$11.7M	1	0.22%	New
466	Spire Wealth Management Mclean, Virginia	$10.7M	-$39K	1	0.34%	Reduced
467	Wedbush Securities Los Angeles, California	$10.7M	+$119K	1	0.39%	Increased
468	CF Clarity Financial Houston, Texas	$10.7M	+$1.33M	1	1.23%	Increased
469	Ethic Inc New York	$10.7M	+$893K	1	0.22%	Increased
470	Evergreen Capital Management Bellevue, Washington	$10.6M	-$524K	1	0.36%	Reduced
471	RWA Wealth Partners Newton, Massachusetts	$10.5M	-$443K	1	0.13%	Reduced
472	FAB First American Bank Dundee, Illinois	$10.5M	-$74K	1	0.77%	Reduced
473	Meag Munich Ergo Munich, Germany	$10.5M	+$7.91M	1	0.31%	Increased
474	TCA Trifecta Capital Advisors Northbrook, Illinois	$10.4M	+$109K	1	2.19%	Increased
475	IAN Integrated Advisors Network Dallas, Texas	$10.4M	-$3.6M	1	0.53%	Reduced