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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	Waverly Advisors Birmingham, Alabama	$12.3M	+$1.61M	1	0.12%	Increased
502	Parallel Advisors San Francisco, California	$12.2M	+$214K	1	0.22%	Increased
503	Benjamin Edwards Inc Clayton, Missouri	$12.1M	+$925K	1	0.14%	Increased
504	Norinchukin Bank Tokyo, Japan	$12M	+$210K	1	0.16%	Increased
505	PEAK6 Chicago, Illinois	$11.9M	+$11.2M	1	0.02%	New
506	WSCM Wellington Shields Capital Management New York	$11.9M	-$364K	1	1.81%	Reduced
507	Van Lanschot Kempen Investment Management Amsterdam, Netherlands	$11.9M	+$261K	1	0.11%	Increased
508	Fidelity International Hamilton, Bermuda	$11.8M	+$10.2M	1	0.01%	Increased
509	RCW Rheos Capital Works Tokyo, Japan	$11.7M	$0	1	0.66%	Maintained
510	CI Carroll Investors Mt Pleasant, South Carolina	$11.7M	-$31.4K	1	5.69%	Reduced
511	Empower Advisory Group Greenwood Village, Colorado	$11.7M	+$27.9K	1	0.03%	Increased
512	HTIM Harbour Trust & Investment Management Michigan City, Indiana	$11.5M	+$768K	1	1.19%	Increased
513	QIM Quest Investment Management Lake Oswego, Oregon	$11.5M	-$2.37M	1	1.2%	Reduced
514	AC Asio Capital Lexington, Kentucky	$11.5M	+$725K	1	1.72%	Increased
515	Independent Financial Group San Diego, California	$11.4M	-$74.3K	1	0.27%	Reduced
516	Diversify Wealth Management Sandy, Utah	$11.3M	+$383K	1	0.65%	Increased
517	CBA Coastal Bridge Advisors Westport, Connecticut	$11.3M	+$135K	1	0.86%	Increased
518	Prospera Financial Services Dallas, Texas	$11.3M	+$1.29M	1	0.19%	Increased
519	LOAMS Lombard Odier Asset Management (Switzerland) Petit-Lancy, Switzerland	$11.2M	+$4.58M	1	0.5%	Increased
520	WTB Washington Trust Bank Spokane, Washington	$11.2M	-$46.7K	1	0.82%	Reduced
521	WFG Wormser Freres Gestion Paris, France	$11.2M	+$986K	1	6.21%	Increased
522	Kovitz Investment Group Partners Chicago, Illinois	$11.1M	+$1.71M	1	0.04%	Increased
523	Concurrent Investment Advisors Tampa, Florida	$11.1M	+$1.96M	1	0.19%	Increased
524	GIM Generali Investments Management Ljubljana, Slovenia	$11.1M	+$2.89M	1	2.31%	Increased
525	VanEck Associates New York	$11.1M	+$807K	1	0.01%	Increased