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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
626	Edgestream Partners Princeton, New Jersey	$4.61M	+$3.81M	1	0.22%	Increased
627	RFA ROI Financial Advisors Beaverton, Oregon	$4.57M	+$75.4K	1	3.32%	Increased
628	CC Carlson Capital Dallas, Texas	$4.56M	+$4.03M	1	0.71%	New
629	ACM Alamar Capital Management Santa Barbara, California	$4.56M	+$4.02M	1	2.76%	New
630	LAI Legal Advantage Investments Los Altos Hills, California	$4.55M	+$150K	1	2.62%	Increased
631	Central Trust Company Jefferson City, Missouri	$4.55M	+$162K	1	0.11%	Increased
632	Raymond James Trust St. Petersburg, Florida	$4.52M	+$77.5K	1	0.11%	Increased
633	Diversify Wealth Management Sandy, Utah	$4.51M	+$4.59M	1	0.56%	New
634	TLP Trinity Legacy Partners Houston, Texas	$4.48M	+$111K	1	1.27%	Increased
635	Dynamic Advisor Solutions Phoenix, Arizona	$4.48M	+$735K	1	0.14%	Increased
636	Banco Santander Madrid, Spain	$4.48M	-$1.28M	1	0.06%	Reduced
637	JWBC J.W. Burns & Co Dewitt, New York	$4.47M	+$588K	1	0.6%	Increased
638	Panagora Asset Management Boston, Massachusetts	$4.47M	-$1.12M	1	0.02%	Reduced
639	Maven Securities St Helier, Jersey	$4.47M	-$2.36M	1	0.1%	Reduced
640	Smithbridge Asset Management Chadds Ford, Pennsylvania	$4.46M	-$490K	1	0.93%	Reduced
641	Natixis Investment Managers International Paris, France	$4.46M	-$141K	1	0.33%	Reduced
642	BWM BNC Wealth Management Beaverton, Oregon	$4.45M	+$305K	1	1.65%	Increased
643	NewEdge Wealth Pittsburgh, Pennsylvania	$4.44M	-$17.1K	1	0.1%	Reduced
644	Prime Capital Investment Advisors Overland Park, Kansas	$4.43M	+$1.21M	1	0.07%	Increased
645	HighPoint Advisor Group Downers Grove, Illinois	$4.42M	+$2.3M	1	0.26%	Increased
646	Teamwork Financial Advisors San Antonio, Texas	$4.38M	-$3.7M	1	0.65%	Reduced
647	Metis Global Partners San Diego, California	$4.38M	+$140K	1	0.15%	Increased
648	SCA Sander Capital Advisors Seattle, Washington	$4.37M	-$5.15M	1	2%	Reduced
649	Ameritas Investment Partners Lincoln, Nebraska	$4.36M	+$12K	1	0.15%	Increased
650	Ossiam Paris, France	$4.33M	+$608K	1	0.08%	Increased