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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
1251	BAM BOCHK Asset Management Hong Kong	$2.76M	+$1.85M	1	0.44%	New
1252	Altshuler Shaham Tel Aviv, Israel	$2.76M	-$172M	1	0.03%	Reduced
1253	PL PeakShares LLC Tampa, Florida	$2.75M	+$126K	1	2.04%	Increased
1254	SageView Advisory Group Newport Beach, California	$2.74M	+$8.24K	1	0.09%	Increased
1255	OFS OneAscent Financial Services Birmingham, Alabama	$2.74M	+$12.1K	1	0.13%	Increased
1256	Douglass Winthrop Advisors New York	$2.74M	+$1.46M	1	0.05%	Increased
1257	RCG Regatta Capital Group El Segundo, California	$2.74M	+$166K	1	0.37%	Increased
1258	WIS Wright Investors Service Shelton, Connecticut	$2.72M	-$2.52K	1	0.74%	Reduced
1259	RBFC Roman Butler Fullerton & Co St Louis, Missouri	$2.72M	-$18.3K	1	0.65%	Reduced
1260	Kayne Anderson Rudnick Investment Management Los Angeles, California	$2.72M	+$867K	1	0.01%	Increased
1261	SAM Secure Asset Management Troy, Michigan	$2.72M	-$549K	1	0.38%	Reduced
1262	AC Arjuna Capital Durham, North Carolina	$2.71M	-$32K	1	0.61%	Reduced
1263	WA Win Advisors Palm Beach Gardens, Florida	$2.7M	+$1.81M	1	0.96%	New
1264	APWM Argonautica Private Wealth Management Wellesley, Massachusetts	$2.7M	+$12.1K	1	0.66%	Increased
1265	CI Corient IA Miami, Florida	$2.7M	-$1.65M	1	2.49%	Reduced
1266	TTIC Tower Trust & Investment Company Davenport, Iowa	$2.69M	-$43.3K	1	1.63%	Reduced
1267	PTC Private Trust Company Cleveland, Ohio	$2.67M	-$116K	1	0.21%	Reduced
1268	Delta Accumulation LLC Sausalito, California	$2.65M	+$1.78M	1	0.11%	New
1269	BFS Burr Financial Services Pleasant Hill, California	$2.64M	+$60.7K	1	1.64%	Increased
1270	Dana Investment Advisors Waukesha, Wisconsin	$2.64M	-$373K	1	0.07%	Reduced
1271	RIA Regal Investment Advisors Kentwood, Michigan	$2.64M	+$173K	1	0.14%	Increased
1272	TWP Tyche Wealth Partners Plano, Texas	$2.64M	+$428K	1	0.37%	Increased
1273	AlTi Global New York	$2.64M	+$267K	1	0.05%	Increased
1274	PPWM Paragon Private Wealth Management Lexington, Kentucky	$2.64M	+$184K	1	0.69%	Increased
1275	MCM Mainstream Capital Management Los Angeles, California	$2.63M	-$6.41K	1	1.58%	Reduced