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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	LAM Lynch Asset Management Yardley, Pennsylvania	$3.93M	$0	1	1.68%	Maintained
677	KeyBank National Association Cleveland, Ohio	$3.93M	+$204K	1	0.02%	Increased
678	WA Wambolt & Associates Littleton, Colorado	$3.92M	+$414K	1	1.14%	Increased
679	Vestcor Inc Fredericton, New Brunswick, Canada	$3.89M	-$436K	1	0.13%	Reduced
680	Connable Office Inc Kalamazoo, Michigan	$3.88M	-$9.9K	1	0.42%	Reduced
681	Cyndeo Wealth Partners St. Petersburg, Florida	$3.88M	+$142K	1	0.3%	Increased
682	Principal Securities Des Moines, Iowa	$3.86M	-$119K	1	0.11%	Reduced
683	CC Commons Capital Needham, Massachusetts	$3.76M	+$93K	1	4.53%	Increased
684	OMERS Administration Corp Toronto, Ontario, Canada	$3.74M	+$3.3M	1	0.04%	New
685	Exchange Traded Concepts Oklahoma City, Oklahoma	$3.74M	-$1.27M	1	0.09%	Reduced
686	Fidelis Capital Partners Tampa, Florida	$3.73M	+$260K	1	0.53%	Increased
687	Sanibel Captiva Trust Company Sanibel, Florida	$3.71M	+$909K	1	0.13%	Increased
688	GP Geneva Partners Lake Geneva, Wisconsin	$3.7M	-$300K	1	1.52%	Reduced
689	MIC Maxi Investments CY Limassol, Cyprus	$3.7M	+$2.78M	1	0.83%	Increased
690	Sigma Planning Corp Ann Arbor, Michigan	$3.69M	-$1.63M	1	0.12%	Reduced
691	Laird Norton Wetherby Wealth Management San Francisco, California	$3.69M	-$150K	1	0.17%	Reduced
692	EverSource Wealth Advisors Birmingham, Alabama	$3.69M	+$283K	1	0.25%	Increased
693	WealthShield Partners Cary, North Carolina	$3.69M	+$8.08K	1	0.56%	Increased
694	Horizon Investments Charlotte, North Carolina	$3.68M	+$731K	1	0.1%	Increased
695	Linden Thomas Advisory Services Charlotte, North Carolina	$3.65M	-$115K	1	0.56%	Reduced
696	SWS SYSTM Wealth Solutions Chicago, Illinois	$3.61M	+$333K	1	0.81%	Increased
697	Knights of Columbus Asset Advisors New Haven, Connecticut	$3.61M	+$33.2K	1	0.24%	Increased
698	Lombard Odier Asset Management (Switzerland) Petit-Lancy, Switzerland	$3.61M	-$486K	1	0.37%	Reduced
699	First American Trust Santa Ana, California	$3.61M	+$70.9K	1	0.36%	Increased
700	Carmignac Gestion Paris, France	$3.6M	+$280K	1	0.06%	Increased