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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	Ameritas Investment Partners Lincoln, Nebraska	$1.2M	+$1.12M	1	0.04%	New
652	CT Coastline Trust Providence, Rhode Island	$1.2M	-$109K	1	0.14%	Reduced
653	RPC Rossmore Private Capital Glastonbury, Connecticut	$1.19M	+$26K	1	0.19%	Increased
654	LS Leelyn Smith Geneva, Illinois	$1.19M	+$30.1K	1	0.32%	Increased
655	Kestra Private Wealth Services Austin, Texas	$1.18M	+$20.2K	1	0.06%	Increased
656	IBOK Independence Bank of Kentucky Owensboro, Kentucky	$1.16M	-$72.7K	1	0.47%	Reduced
657	Boothbay Fund Management New York	$1.15M	-$5.1M	1	0.03%	Reduced
658	Fiduciary Trust Boston, Massachusetts	$1.15M	+$238K	1	0.02%	Increased
659	CT Columbia Trust Portland, Oregon	$1.14M	$0	1	0.6%	Maintained
660	AIM Aigen Investment Management New York	$1.14M	-$4.52M	1	0.07%	Reduced
661	NCA New Century Advisors Chevy Chase, Maryland	$1.14M	+$1.06M	1	1.08%	New
662	Avantax Advisory Services Dallas, Texas	$1.14M	+$340K	1	0.02%	Increased
663	CFM Comprehensive Financial Management Los Gatos, California	$1.13M	-$1.3M	1	0.01%	Reduced
664	OneDigital Investment Advisors Overland Park, Kansas	$1.13M	+$138K	1	0.04%	Increased
665	MCCP Mission Creek Capital Partners San Francisco, California	$1.12M	-$85.6K	1	0.22%	Reduced
666	JWM Jeppson Wealth Management Manhattan Beach, California	$1.12M	-$18.2K	1	0.54%	Reduced
667	SM SG3 Management Dorado, Puerto Rico	$1.11M	+$519K	1	0.02%	Increased
668	SACTSONJ Supplemental Annuity Collective Trust (SACT) of New Jersey Trenton, New Jersey	$1.11M	$0	1	0.34%	Maintained
669	Acadian Asset Management Boston, Massachusetts	$1.11M	-$1.01M	1	0%	Reduced
670	LWM Laidlaw Wealth Management New York City, New York	$1.11M	+$132K	1	0.18%	Increased
671	GWMIA Global Wealth Management Investment Advisory Fort Lauderdale, Florida	$1.09M	+$26.5K	1	0.33%	Increased
672	DF Donoghue Forlines Boston, Massachusetts	$1.09M	-$326K	1	0.18%	Reduced
673	PVH Psagot Value Holdings Tel Aviv, Israel	$1.07M	-$1.66M	1	0.2%	Reduced
674	VFA Values First Advisors Gray, Tennessee	$1.06M	-$49.3K	1	0.63%	Reduced
675	Meridian Wealth Management Lexington, Kentucky	$1.06M	+$202K	1	0.11%	Increased