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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
601	CBA Coastal Bridge Advisors Westport, Connecticut	$6.3M	-$84.1K	1	1.59%	Reduced
602	Illinois Municipal Retirement Fund Oak Brook, Illinois	$6.28M	-$1.62M	1	0.09%	Reduced
603	RIM Reliant Investment Management Memphis, Tennessee	$6.24M	+$47.2K	1	2.76%	Increased
604	PWP Pursue Wealth Partners Clayton, California	$6.24M	-$51.4K	1	3.57%	Reduced
605	JCM Janney Capital Management Pittsburgh, Pennsylvania	$6.22M	-$19.5K	1	0.41%	Reduced
606	DSC Duncker Streett & Co St. Louis, Missouri	$6.21M	+$447K	1	1.15%	Increased
607	MFAM Motley Fool Asset Management Alexandria, Virginia	$6.18M	+$762K	1	0.32%	Increased
608	Wolverine Trading Chicago, Illinois	$6.14M	+$1.27M	1	0.01%	Increased
609	SWA SFMG Wealth Advisors Plano, Texas	$6.11M	-$21K	1	0.48%	Reduced
610	GIM Generali Investments Management Ljubljana, Slovenia	$6.1M	+$6.33M	1	1.58%	New
611	CM Crestline Management Fort Worth, Texas	$6.07M	-$4.79M	1	0.2%	Reduced
612	HB Wealth Management Atlanta, Georgia	$6.07M	+$262K	1	0.06%	Increased
613	Brinker Capital Investments Berwyn, Pennsylvania	$6M	-$481K	1	0.06%	Reduced
614	Orion Portfolio Solutions Omaha, Nebraska	$6M	-$481K	1	0.06%	Reduced
615	DA Denali Advisors San Diego, California	$5.97M	-$35.1K	1	0.63%	Reduced
616	Evelyn Partners Investment Management London,	$5.91M	+$6.13M	1	0.19%	New
617	Atlantic Union Bankshares Glen Allen, Virginia	$5.9M	+$3.78K	1	0.34%	Increased
618	KFP KMG Fiduciary Partners Toledo, Ohio	$5.89M	+$266K	1	0.49%	Increased
619	SAM Sycomore Asset Management Paris, France	$5.88M	+$531K	1	0.84%	Increased
620	Integrated Wealth Concepts Waltham, Massachusetts	$5.85M	+$133K	1	0.07%	Increased
621	MDSL M.D. Sass LLC New York	$5.83M	+$1.36M	1	0.44%	Increased
622	Apollon Wealth Management Mount Pleasant, South Carolina	$5.8M	+$2.7M	1	0.13%	Increased
623	NIM Nicollet Investment Management Minneapolis, Minnesota	$5.78M	-$31.4K	1	1.98%	Reduced
624	JPWM Jamison Private Wealth Management Milton, Georgia	$5.77M	+$6.8K	1	0.85%	Increased
625	Equitable Holdings New York	$5.76M	+$85.8K	1	0.05%	Increased