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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	Valeo Financial Advisors Carmel, Indiana	$5.35M	-$80.9K	1	0.15%	Reduced
652	Mairs & Power Inc St Paul, Minnesota	$5.34M	-$324K	1	0.05%	Reduced
653	KeyBank National Association Cleveland, Ohio	$5.33M	+$943K	1	0.02%	Increased
654	Quantbot Technologies New York	$5.32M	+$5.52M	1	0.19%	New
655	TFA Teamwork Financial Advisors San Antonio, Texas	$5.32M	+$58.4K	1	0.69%	Increased
656	Millennium Management New York	$5.31M	-$84.1M	1	0%	Reduced
657	RSVP Ramsay Stattman Vela & Price Colorado Springs, Colorado	$5.29M	$0	1	0.98%	Maintained
658	OneDigital Investment Advisors Overland Park, Kansas	$5.26M	+$102K	1	0.06%	Increased
659	Fred Alger Management New York	$5.24M	+$5.44M	1	0.03%	New
660	HWP Highline Wealth Partners Sherman Oaks, California	$5.24M	+$4.91K	1	1.71%	Increased
661	IIM InTrack Investment Management South Burlington, Vermont	$5.22M	-$156K	1	3.64%	Reduced
662	MMM Mendel Money Management Northbrook, Illinois	$5.21M	-$415K	1	2.33%	Reduced
663	GIA Gladstone Institutional Advisory Palm Beach Gardens, Florida	$5.2M	+$2.06M	1	0.24%	Increased
664	IAM Impact Asset Management Vienna,	$5.17M	+$5.37M	1	2.04%	New
665	Bank Julius Baer & Co Zurich, Switzerland	$5.15M	+$330K	1	0.02%	Increased
666	JC Jacobs & Co San Francisco, California	$5.11M	-$51K	1	0.52%	Reduced
667	Greenleaf Trust Kalamazoo, Michigan	$5.11M	+$241K	1	0.05%	Increased
668	LAI Legal Advantage Investments Los Altos Hills, California	$5.09M	-$11.5K	1	2.69%	Reduced
669	MC Montag & Caldwell Atlanta, Georgia	$5.08M	-$589K	1	1.08%	Reduced
670	WPP Whalerock Point Partners Providence, Rhode Island	$5.07M	+$587K	1	1.18%	Increased
671	HCM Hollencrest Capital Management Newport Beach, California	$5.06M	+$88.8K	1	0.2%	Increased
672	EAM EFG Asset Management Portland, Oregon	$5.05M	+$1.91M	1	0.69%	Increased
673	Peapack-Gladstone Financial Corp Bedminster, New Jersey	$5.02M	+$1.71M	1	0.07%	Increased
674	Sterling Capital Management Charlotte, North Carolina	$5.01M	+$580K	1	0.07%	Increased
675	Metis Global Partners San Diego, California	$5M	+$209K	1	0.15%	Increased