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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
1001	Peapack-Gladstone Financial Corp Bedminster, New Jersey	$560K	+$221K	1	0.01%	Increased
1002	SC Sonen Capital San Francisco, California	$553K	-$83.9K	1	0.94%	Reduced
1003	Exencial Wealth Advisors Oklahoma City, Oklahoma	$552K	+$197K	1	0.03%	Increased
1004	Montag & Associates Atlanta, Georgia	$551K	+$71.9K	1	0.04%	Increased
1005	HH Hilltop Holdings Dallas, Texas	$550K	+$105K	1	0.07%	Increased
1006	PSCM Per Stirling Capital Management Austin, Texas	$547K	-$62.7K	1	0.12%	Reduced
1007	WCM Windward Capital Management Los Angeles, California	$546K	+$79.3K	1	0.05%	Increased
1008	GC Gilbert & Cook West Des Moines, Iowa	$541K	-$169	1	0.09%	Reduced
1009	CFS CRA Financial Services Northfield, New Jersey	$539K	+$458K	1	0.16%	New
1010	SBF Sara-Bay Financial Sarasota, Florida	$539K	$0	1	0.27%	Maintained
1011	E Fund Management Guangzhou, China	$538K	-$30K	1	0.04%	Reduced
1012	CMI Clare Market Investments Dallas, Texas	$538K	-$188K	1	0.22%	Reduced
1013	Brown Brothers Harriman & Co New York	$533K	+$35.3K	1	0%	Increased
1014	Equitable Holdings New York	$530K	+$32.7K	1	0.01%	Increased
1015	AA Apriem Advisors Irvine, California	$530K	+$32.2K	1	0.08%	Increased
1016	TDC Thompson Davis & Co Richmond, Virginia	$529K	+$8.47K	1	0.69%	Increased
1017	PCM Prelude Capital Management New York	$529K	+$449K	1	0.03%	New
1018	Close Asset Management London, United Kingdom	$529K	+$449K	1	0.03%	New
1019	PWA Phoenix Wealth Advisors Chapel Hill, North Carolina	$529K	-$22K	1	0.33%	Reduced
1020	Saturna Capital Bellingham, Washington	$528K	+$448K	1	0.01%	New
1021	Avidian Wealth Enterprises Houston, Texas	$526K	-$5.08K	1	0.03%	Reduced
1022	Crossmark Global Holdings Houston, Texas	$522K	-$52.2K	1	0.01%	Reduced
1023	Luther King Capital Management (LKCM) Fort Worth, Texas	$515K	+$2.03K	1	0%	Increased
1024	RCM RB Capital Management Reno, Nevada	$515K	+$22.7K	1	0.16%	Increased
1025	Dynamic Advisor Solutions Phoenix, Arizona	$511K	+$106K	1	0.03%	Increased