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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
401	DBT Dubuque Bank & Trust Dubuque, Iowa	$340K	-$85.5K	1	0.06%	Reduced
402	EWM Endurance Wealth Management Providence, Rhode Island	$337K	+$77.6K	1	0.06%	Increased
403	Raymond James Trust St. Petersburg, Florida	$336K	-$52.2K	1	0.03%	Reduced
404	WSA Wall Street Associates Lajolla, California	$331K	-$863	1	0.22%	Reduced
405	Parallel Advisors San Francisco, California	$330K	+$379K	1	0.08%	New
406	WA Winfield Associates Cleveland, Ohio	$330K	-$29.5K	1	0.2%	Reduced
407	GCA Greenwood Capital Associates Greenwood, South Carolina	$322K	+$60.4K	1	0.09%	Increased
408	AGA Accuvest Global Advisors Provo, Utah	$318K	-$365K	1	0.29%	Reduced
409	Nordea Investment Management Stockholm, Sweden	$315K	+$153K	1	0%	Increased
410	FPF FNY Partners Fund New York	$313K	+$359K	1	0.01%	New
411	HBK Sorce Advisory Erie, Pennsylvania	$312K	-$431	1	0.06%	Reduced
412	Wealthspire Advisors (Maryland) Potomac, Maryland	$308K	$0	1	0.05%	Maintained
413	Assenagon Asset Management Senningerberg, Luxembourg	$305K	+$351K	1	0.01%	New
414	Daiwa Securities Group Tokyo, Japan	$294K	+$35.9K	1	0%	Increased
415	ANRIA American National Registered Investment Advisor Galveston, Texas	$284K	$0	1	0.13%	Maintained
416	D.A. Davidson & Co Great Falls, Montana	$284K	+$27K	1	0.01%	Increased
417	MIM Marco Investment Management Atlanta, Georgia	$281K	$0	1	0.05%	Maintained
418	RIM Ranger Investment Management Dallas, Texas	$279K	$0	1	0.02%	Maintained
419	AA Apriem Advisors Irvine, California	$276K	-$52.5K	1	0.08%	Reduced
420	Andra AP-fonden Goteborg, Sweden	$275K	+$57.5K	1	0.01%	Increased
421	Cetera Advisor Networks El Segundo, California	$274K	-$146K	1	0.01%	Reduced
422	MN Services Vermogensbeheer The Hague, Netherlands	$272K	$0	1	0.06%	Maintained
423	CWM Concert Wealth Management San Jose, California	$270K	-$79.4K	1	0.06%	Reduced
424	First Allied Advisory Services San Diego, California	$270K	+$310K	1	0.01%	New
425	PC Palo Capital Newport Beach, California	$267K	+$307K	1	0.17%	New