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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
526	LCM LVM Capital Management Portage, Michigan	$8.28M	+$1.62M	1	0.89%	Increased
527	MWM Marietta Wealth Management Marietta, Georgia	$8.26M	-$89.9K	1	1.18%	Reduced
528	Americana Partners Houston, Texas	$8.25M	+$7.68M	1	0.34%	Increased
529	AFWM AMJ Financial Wealth Management Leesburg, Virginia	$8.19M	+$2M	1	2.27%	Increased
530	GCA Greenwood Capital Associates Greenwood, South Carolina	$8.18M	-$194K	1	1.07%	Reduced
531	ZDA Zweig-DiMenna Associates New York	$8.17M	$0	1	0.61%	Maintained
532	SPG Strategic Planning Group Bountiful, Utah	$8.12M	+$170K	1	1.49%	Increased
533	Diversify Wealth Management Sandy, Utah	$8.1M	+$3.26M	1	0.63%	Increased
534	Kentucky Retirement Systems Frankfort, Kentucky	$8.1M	-$116K	1	0.24%	Reduced
535	LTI Laffer Tengler Investments Nashville, Tennessee	$8.1M	+$1.21M	1	1.59%	Increased
536	Gotham Asset Management New York	$8.09M	-$2.43M	1	0.08%	Reduced
537	United Capital Financial Advisors Irving, Texas	$8.09M	-$86.5K	1	0.07%	Reduced
538	SCM Silvant Capital Management Atlanta, Georgia	$8.06M	$0	1	0.33%	Maintained
539	Bank Pictet & Cie (Europe) Frankfurt Am Main, Germany	$8M	+$602K	1	0.18%	Increased
540	1SB 1ST Source Bank South Bend, Indiana	$7.99M	-$83.5K	1	0.46%	Reduced
541	CUAMC China Universal Asset Management Company Shanghai, China	$7.98M	+$1.11M	1	0.75%	Increased
542	FIB First Interstate Bank Billings, Montana	$7.96M	-$138K	1	0.48%	Reduced
543	CCM Canal Capital Management Richmond, Virginia	$7.95M	-$115K	1	1.29%	Reduced
544	Parallax Volatility Advisers San Francisco, California	$7.95M	+$8.25M	1	0.02%	New
545	Avantax Advisory Services Dallas, Texas	$7.94M	+$525K	1	0.05%	Increased
546	CT Colonial Trust Spartanburg, South Carolina	$7.88M	+$256K	1	1.17%	Increased
547	Independent Advisor Alliance Charlotte, North Carolina	$7.88M	-$201K	1	0.1%	Reduced
548	CFSG Community Financial Services Group Newport, Vermont	$7.87M	+$298K	1	1.56%	Increased
549	Hills Bank & Trust North Liberty, Iowa	$7.78M	-$45.1K	1	0.59%	Reduced
550	SHGA Sand Hill Global Advisors Palo Alto, California	$7.77M	-$131K	1	0.33%	Reduced