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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
651	MFW Meristem Family Wealth Minnetonka, Minnesota	$809K	+$24K	1	0.08%	Increased
652	BTWM Baker Tilly Wealth Management Madison, Wisconsin	$798K	+$342K	1	0.11%	Increased
653	Ethic Inc New York	$797K	+$82.6K	1	0.08%	Increased
654	Hartford Investment Management Co (HIMCO) Hartford, Connecticut	$795K	$0	1	0.02%	Maintained
655	CPIA Cornell Pochily Investment Advisors Ithaca, New York	$792K	+$29.5K	1	0.34%	Increased
656	IndexIQ Advisors New York	$790K	+$35.4K	1	0.03%	Increased
657	Kovitz Investment Group Partners Chicago, Illinois	$789K	-$127K	1	0.02%	Reduced
658	AFM Abbot Financial Management Andover, Massachusetts	$780K	$0	1	0.35%	Maintained
659	CP Covenant Partners Nashville, Tennessee	$770K	$0	1	0.3%	Maintained
660	Fiduciary Trust Boston, Massachusetts	$770K	+$677K	1	0.01%	New
661	RCA Resonant Capital Advisors Madison, Wisconsin	$766K	+$129K	1	0.13%	Increased
662	MFG Menard Financial Group Houston, Texas	$746K	+$78.4K	1	0.65%	Increased
663	Vestcor Inc Fredericton, New Brunswick, Canada	$741K	-$82.2K	1	0.03%	Reduced
664	Clearstead Advisors Cleveland, Ohio	$740K	+$33.3K	1	0.06%	Increased
665	CAM Covenant Asset Management Chester, New Jersey	$739K	-$116K	1	0.22%	Reduced
666	Whittier Trust South Pasadena, California	$739K	$0	1	0.01%	Maintained
667	MA Mutual Advisors Omaha, Nebraska	$737K	+$3.79K	1	0.04%	Increased
668	Tidal Investments Milwaukee, Wisconsin	$736K	+$345K	1	0.03%	Increased
669	WA Wealth Alliance Mellville, New York	$733K	+$8.01K	1	0.16%	Increased
670	GIA Gladstone Institutional Advisory Palm Beach Gardens, Florida	$730K	+$262K	1	0.07%	Increased
671	IDBONY Israel Discount Bank of New York New York	$729K	+$642K	1	0.49%	New
672	Meridian Wealth Management Lexington, Kentucky	$724K	+$5.06K	1	0.09%	Increased
673	Baker Avenue Asset Management San Francisco, California	$722K	+$3.79K	1	0.04%	Increased
674	LCS Levin Capital Strategies New York	$719K	-$422K	1	0.07%	Reduced
675	CMT Capital Markets Trading Frankfurt, Germany	$710K	-$142K	1	0%	Reduced