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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
676	Choreo LLC Rockford, Illinois	$11.8M	+$53.3K	1	0.13%	Increased
677	BL BFSG LLC Irvine, California	$11.7M	-$103K	1	1.03%	Reduced
678	KOCAA Knights of Columbus Asset Advisors New Haven, Connecticut	$11.6M	+$8.7K	1	0.58%	Increased
679	WIC WealthBridge Investment Counsel Calgary, Alberta, Canada	$11.6M	+$628K	1	3.09%	Increased
680	IIM Ipswich Investment Management Beverly, Massachusetts	$11.5M	-$156K	1	2.43%	Reduced
681	HW Hamilton Wealth Encino, California	$11.5M	-$942K	1	2.11%	Reduced
682	AP Appleton Partners Boston, Massachusetts	$11.5M	-$372K	1	0.7%	Reduced
683	Bragg Financial Advisors Charlotte, North Carolina	$11.5M	+$293K	1	0.31%	Increased
684	RP Rice Partnership Honolulu, Hawaii	$11.5M	+$7.69M	1	1.39%	New
685	BBES Buffalo Business & Estate Services Orchard Park, New York	$11.4M	-$11.5M	0	–	Closed
686	ATC Argent Trust Co Nashville, Tennessee	$11.4M	-$222K	1	0.33%	Reduced
687	VWM Venturi Wealth Management Austin, Texas	$11.4M	+$453K	2	0.44%	Increased
688	BWM BigSur Wealth Management Miami, Florida	$11.3M	-$1.74M	1	2.72%	Reduced
689	MCM McRae Capital Management Morristown, New Jersey	$11.3M	-$342K	1	2.22%	Reduced
690	Jump Financial Chicago, Illinois	$11.2M	+$10.4M	1	0.09%	New
691	AWMS Advocacy Wealth Management Services Atlanta, Georgia	$11.1M	-$11.3M	1	0.4%	Reduced
692	Fifth Third Wealth Advisors Cincinnati, Ohio	$11M	+$384K	1	0.31%	Increased
693	Arax Advisory Partners Denver, Colorado	$11M	+$5.05M	2	0.07%	Increased
694	Callan Family Office Radnor, Pennsylvania	$10.9M	+$285K	1	0.21%	Increased
695	EAM Exane Asset Management Paris, France	$10.7M	+$6.27M	1	3.86%	New
696	Sands Capital Management Arlington, Virginia	$10.7M	-$29.7M	1	0.04%	Reduced
697	SFI Siemens Fonds Invest Munich, Germany	$10.7M	+$7.33K	1	0.52%	Increased
698	Mission Wealth Management Santa Barbara, California	$10.7M	+$2.88M	1	0.13%	Increased
699	ACM Ashford Capital Management Wilmington, Delaware	$10.6M	-$522K	1	1.14%	Reduced
700	GAG Goodman Advisory Group Needham, Massachusetts	$10.6M	-$832K	1	2.43%	Reduced