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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	TAM Tealwood Asset Management Minneapolis, Minnesota	$1.6M	+$10.7K	1	0.68%	Increased
652	CT Columbia Trust Portland, Oregon	$1.59M	+$82.7K	1	0.75%	Increased
653	CCG Capital CS Group Irvine, California	$1.59M	+$1.37M	1	1.39%	New
654	AWCI Alpine Woods Capital Investors Purchase, New York	$1.59M	$0	1	0.17%	Maintained
655	Jasper Ridge Partners Menlo Park, California	$1.58M	$0	1	0.08%	Maintained
656	HWM Hohimer Wealth Management Seattle, Washington	$1.57M	$0	1	0.31%	Maintained
657	KCM KRS Capital Management Bloomfield, Michigan	$1.57M	+$48.3K	1	1.7%	Increased
658	LCH Lee Capital Holdings New York	$1.56M	+$1.34M	1	0.87%	New
659	BRWM B. Riley Wealth Management Memphis, Tennessee	$1.55M	+$442K	1	0.12%	Increased
660	HT Heritage Trust Oklahoma City, Oklahoma	$1.55M	-$251K	1	0.22%	Reduced
661	CWMU Caliber Wealth Management (Utah) Orem, Utah	$1.54M	+$360K	1	0.98%	Increased
662	GAA Green Alpha Advisors Niwot, Colorado	$1.54M	+$20.9K	1	1.04%	Increased
663	OPW Oxler Private Wealth Rye Brook, New York	$1.54M	$0	1	0.69%	Maintained
664	MFAM Motley Fool Asset Management Alexandria, Virginia	$1.52M	-$52.6K	1	0.11%	Reduced
665	AMM American Money Management Rancho Santa Fe, California	$1.51M	-$53.7K	1	0.4%	Reduced
666	Brinker Capital Investments Berwyn, Pennsylvania	$1.48M	+$328K	1	0.02%	Increased
667	MFG Magnus Financial Group New York	$1.47M	+$1.27M	1	0.25%	New
668	HCP Holt Capital Partners Fort Worth, Texas	$1.47M	-$88.6K	1	0.27%	Reduced
669	Fiduciary Trust Boston, Massachusetts	$1.46M	+$153K	1	0.03%	Increased
670	MSAM Moloney Securities Asset Management Manchester, Missouri	$1.46M	+$903K	1	0.28%	Increased
671	PSP Principal Street Partners Memphis, Tennessee	$1.46M	-$287K	1	0.34%	Reduced
672	IEQ Capital Foster City, California	$1.46M	-$1.37M	1	0.03%	Reduced
673	CAIMH Central Asset Investments & Management Holdings Hong Kong	$1.46M	-$1.59M	1	0.95%	Reduced
674	Glenmede Trust Philadelphia, Pennsylvania	$1.46M	-$556K	1	0.01%	Reduced
675	BWM BigSur Wealth Management Miami, Florida	$1.45M	$0	1	0.57%	Maintained