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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
501	Moran Wealth Management Naples, Florida	$22.8M	-$1.58M	1	0.62%	Reduced
502	IG Ithaka Group Arlington, Virginia	$22.7M	-$1.04M	1	4.13%	Reduced
503	Prospera Financial Services Dallas, Texas	$22.5M	+$302K	2	0.33%	Increased
504	UAS United Asset Strategies Garden City, New York	$22.2M	-$9.46M	1	1.57%	Reduced
505	Evelyn Partners London,	$22.2M	+$14.9M	1	0.05%	New
506	KLWA Kelly Lawrence W & Associates Pasadens, California	$22.1M	-$73.2K	1	4.73%	Reduced
507	NSUP NLB Skladi upravljanje premozenja Ljubljana,	$22.1M	+$963K	1	0.84%	Increased
508	Spire Wealth Management Mclean, Virginia	$22M	+$1.61M	1	0.66%	Increased
509	Aptus Capital Advisors Fairhope, Alabama	$21.9M	+$24.5K	1	0.15%	Increased
510	EFG International Zurich,	$21.9M	+$438K	1	0.4%	Increased
511	CBA Coastal Bridge Advisors Westport, Connecticut	$21.8M	-$556K	1	1.35%	Reduced
512	Verition Fund Management Greenwich, Connecticut	$21.8M	-$28.1M	1	0.11%	Reduced
513	Arkadios Wealth Advisors Atlanta, Georgia	$21.8M	-$827K	1	0.33%	Reduced
514	71 West Capital Partners Boston, Massachusetts	$21.8M	+$434K	1	0.75%	Increased
515	Parallel Advisors San Francisco, California	$21.7M	-$33.8K	2	0.33%	Reduced
516	FAB First American Bank Dundee, Illinois	$21.7M	-$44.2K	1	1.21%	Reduced
517	Mizuho Securities USA New York	$21.7M	+$3.35M	1	0.35%	Increased
518	SWA Stratos Wealth Advisors Beachwood, Ohio	$21.5M	+$376K	1	1.18%	Increased
519	MWM Marietta Wealth Management Marietta, Georgia	$21.5M	-$526K	1	2.21%	Reduced
520	LOAME Lombard Odier Asset Management (Europe) London, United Kingdom	$21.2M	-$3.22M	1	0.9%	Reduced
521	KIA Knollwood Investment Advisory Hunt Valley, Maryland	$21.1M	$0	1	1.88%	Maintained
522	Integrated Wealth Concepts Waltham, Massachusetts	$21.1M	+$631K	1	0.14%	Increased
523	Teachers Retirement System of the State of Kentucky Frankfort, Kentucky	$21.1M	+$108K	1	0.14%	Increased
524	Andra AP-fonden Goteborg, Sweden	$21M	-$7M	1	0.24%	Reduced
525	Gulf International Bank (UK) London, United Kingdom	$20.9M	-$248K	1	0.41%	Reduced