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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	Parallel Advisors San Francisco, California	$1.01M	+$76K	1	0.05%	Increased
502	AAM Ascension Asset Management New York	$1M	+$1.11M	1	0.7%	New
503	SM Sciencast Management Princeton, New Jersey	$1M	+$468K	1	0.2%	Increased
504	AW Alaethes Wealth Glenbrook, Nevada	$986K	+$1.09M	1	0.91%	New
505	GAA Green Alpha Advisors Niwot, Colorado	$976K	+$129K	1	0.97%	Increased
506	QSS Quantitative Systematic Strategies Ponte Vedra Beach, Florida	$975K	+$1.08M	1	0.15%	New
507	MLL Moody Lynn & Lieberson Boston, Massachusetts	$967K	+$2.85K	1	0.08%	Increased
508	Johnson Investment Counsel Cincinnati, Ohio	$965K	$0	1	0.01%	Maintained
509	BFS Bard Financial Services Branford, Connecticut	$958K	-$26.7K	1	0.09%	Reduced
510	Raymond James Trust St. Petersburg, Florida	$957K	+$23.5K	1	0.03%	Increased
511	AFAS Acorn Financial Advisory Services Reston, Virginia	$955K	+$40.7K	1	0.35%	Increased
512	Private Advisor Group Morristown, New Jersey	$948K	-$95.9K	1	0.01%	Reduced
513	VCM Virtue Capital Management Brentwood, Tennessee	$947K	+$49.9K	1	0.22%	Increased
514	Cerity Partners New York	$940K	-$58.8K	1	0.02%	Reduced
515	Meiji Yasuda Life Insurance Tokyo, Japan	$933K	-$160K	1	0.02%	Reduced
516	HWM Hohimer Wealth Management Seattle, Washington	$932K	+$116K	1	0.23%	Increased
517	PP Paloma Partners Greenwich, Connecticut	$931K	-$6.97M	1	0.02%	Reduced
518	Ashton Thomas Private Wealth Scottsdale, Arizona	$928K	+$93.8K	1	0.16%	Increased
519	LS Leelyn Smith Geneva, Illinois	$926K	+$53.1K	1	0.28%	Increased
520	Bridgewater Associates Westport, Connecticut	$925K	-$3.72M	1	0.01%	Reduced
521	O'Shaughnessy Asset Management Stamford, Connecticut	$925K	+$975K	1	0.02%	Increased
522	IFWM Institute for Wealth Management Denver, Colorado	$921K	-$8.56K	1	0.18%	Reduced
523	Laurion Capital Management New York	$914K	+$1.01M	1	0.01%	New
524	TIA Trust Investment Advisors Indianapolis, Indiana	$907K	-$32.1K	1	0.89%	Reduced
525	AIA Group Hong Kong	$904K	+$1M	1	0.13%	New