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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
351	Oppenheimer Asset Management New York	$7.41M	+$956K	1	0.13%	Increased
352	Evergreen Capital Management Bellevue, Washington	$7.37M	-$298K	1	0.38%	Reduced
353	SNB Security National Bank Omaha, Nebraska	$7.37M	-$30.7K	1	2.05%	Reduced
354	Gratus Capital Atlanta, Georgia	$7.36M	-$2.43M	1	0.78%	Reduced
355	Rafferty Asset Management New York	$7.33M	-$830K	1	0.08%	Reduced
356	PWAG Polaris Wealth Advisory Group San Rafael, California	$7.32M	+$7.77M	1	0.61%	New
357	Burney Company Reston, Virginia	$7.22M	+$1.58M	1	0.4%	Increased
358	Principal Financial Group Des Moines, Iowa	$7.13M	-$22.3M	1	0.01%	Reduced
359	BRWA B. Riley Wealth Advisors Boca Raton, Florida	$7.05M	+$1.72M	1	0.21%	Increased
360	USS Investment Management London, United Kingdom	$7.03M	+$3.65M	1	0.1%	Increased
361	Chartwell Investment Partners Berywn, Pennsylvania	$6.89M	+$2.87M	1	0.29%	Increased
362	Creative Planning Overland Park, Kansas	$6.8M	-$171K	1	0.01%	Reduced
363	SPC Stony Point Capital New York	$6.76M	-$3.33M	1	2.44%	Reduced
364	IAN Integrated Advisors Network Dallas, Texas	$6.46M	-$1.41M	1	0.44%	Reduced
365	EAM EFG Asset Management Portland, Oregon	$6.4M	-$219K	1	1.48%	Reduced
366	ECM EagleClaw Capital Management Boston, Massachusetts	$6.36M	-$420K	1	1.78%	Reduced
367	KC Kadensa Capital Central, Hong Kong	$6.29M	+$2.44M	1	2.06%	Increased
368	RWA Wealth Partners Newton, Massachusetts	$6.28M	-$743K	1	0.44%	Reduced
369	WTFG Wells Trecaso Financial Group Akron, Ohio	$6.28M	+$47.6K	1	3.45%	Increased
370	FDC Flight Deck Capital San Francisco, California	$6.24M	$0	1	5.35%	Maintained
371	Oppenheimer & Co New York	$6.2M	+$464K	1	0.15%	Increased
372	MCM McKinley Capital Management Anchorage, Alaska	$6.08M	-$5.71K	1	0.83%	Reduced
373	FHCM Force Hill Capital Management New York	$6.07M	+$6.42M	1	2.22%	New
374	Steward Partners Investment Advisory New York	$6.07M	+$125K	1	0.11%	Increased
375	Kestra Advisory Services Austin, Texas	$6.07M	+$88.2K	1	0.06%	Increased