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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	DACG Donor Advised Charitable Giving San Francisco, California	$1.53M	$0	1	1.29%	Maintained
402	TCOT Trust Company of Toledo Holland, Ohio	$1.51M	-$30.3K	1	0.39%	Reduced
403	HWA HCR Wealth Advisors Los Angeles, California	$1.49M	+$5.56K	1	0.43%	Increased
404	CIBC Private Wealth Group Atlanta, Georgia	$1.48M	+$1.36M	1	0.01%	New
405	FRA Front Row Advisors Tiburon, California	$1.47M	-$16.7K	1	1.15%	Reduced
406	HIC Hartline Investment Corp Winnetka, Illinois	$1.46M	+$405K	1	0.38%	Increased
407	Truist Financial Charlotte, North Carolina	$1.44M	+$159K	1	0.03%	Increased
408	LWS Lucia Wealth Services San Diego, California	$1.44M	+$188K	1	0.49%	Increased
409	PPCM Pillar Pacific Capital Management Pacifica, California	$1.44M	-$25.6K	1	0.17%	Reduced
410	Private Advisor Group Morristown, New Jersey	$1.43M	+$276K	1	0.03%	Increased
411	HCA Harbour Capital Advisors Tysons Corner, Virginia	$1.43M	-$565K	1	0.63%	Reduced
412	GPGA Grandeur Peak Global Advisors Salt Lake City, Utah	$1.43M	-$106K	1	0.16%	Reduced
413	Suntrust Banks Atlanta, Georgia	$1.42M	-$120K	1	0.01%	Reduced
414	Creative Planning Overland Park, Kansas	$1.42M	+$82.8K	1	0.01%	Increased
415	IFM Investors Melbourne, Australia	$1.41M	+$116K	1	0.09%	Increased
416	Waldron Private Wealth Bridgeville, Pennsylvania	$1.41M	-$89.7K	1	0.16%	Reduced
417	MYAM Meiji Yasuda Asset Management Tokyo, Japan	$1.4M	+$13.4K	1	0.12%	Increased
418	Marshall Wace London, United Kingdom	$1.39M	+$487K	1	0.01%	Increased
419	FHB First Hawaiian Bank Honolulu, Hawaii	$1.37M	+$339K	1	0.07%	Increased
420	H HoyleCohen San Diego, California	$1.32M	-$5.56K	1	0.23%	Reduced
421	AWP Ascent Wealth Partners New Hartford, New York	$1.32M	+$97.5K	1	0.43%	Increased
422	CMT Capital Markets Trading Frankfurt, Germany	$1.32M	+$1.21M	1	0.04%	New
423	Meiji Yasuda Life Insurance Tokyo, Japan	$1.31M	-$334K	1	0.2%	Reduced
424	Freestone Capital Holdings Seattle, Washington	$1.31M	+$550K	1	0.08%	Increased
425	Johnson Investment Counsel Cincinnati, Ohio	$1.31M	+$3.34K	1	0.03%	Increased