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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
426	CC Cedar Capital Barrington, Illinois	$977K	-$55.2K	1	0.46%	Reduced
427	TCOV Trust Company of Vermont Brattleboro, Vermont	$949K	+$269K	1	0.08%	Increased
428	Hartford Investment Management Co (HIMCO) Hartford, Connecticut	$924K	-$1.29M	1	0.03%	Reduced
429	ProShare Advisors Bethesda, Maryland	$920K	-$20.8K	1	0.01%	Reduced
430	DLG Daniel L. Goodwin	$918K	$0	1	0.42%	Maintained
431	Kovitz Investment Group Partners Chicago, Illinois	$918K	+$305K	1	0.03%	Increased
432	GHAM Gilman Hill Asset Management New Canaan, Connecticut	$917K	-$17K	1	0.31%	Reduced
433	Private Advisor Group Morristown, New Jersey	$912K	-$96.8K	1	0.01%	Reduced
434	CAPTRUST Financial Advisors Raleigh, North Carolina	$906K	+$859K	1	0.03%	Increased
435	IFWM Institute for Wealth Management Denver, Colorado	$900K	-$11.7K	1	0.23%	Reduced
436	BB&T Securities Richmond, Virginia	$880K	+$74.3K	1	0.01%	Increased
437	AFC AFT Forsyth & Company West Palm Beach, Florida	$844K	+$21.2K	1	0.7%	Increased
438	RIM Regent Investment Management Louisville, Kentucky	$835K	-$74.3K	1	0.27%	Reduced
439	Franklin Resources San Mateo, California	$830K	-$672K	1	0%	Reduced
440	FWM Frontier Wealth Management Kansas City, Missouri	$819K	-$21.2K	1	0.12%	Reduced
441	Prudential plc London, England, United Kingdom	$818K	+$139K	1	0%	Increased
442	Truist Financial Charlotte, North Carolina	$807K	-$385K	1	0.01%	Reduced
443	CS Comerica Securities Detroit, Michigan	$805K	+$158K	1	0.08%	Increased
444	First Allied Advisory Services San Diego, California	$787K	+$165K	1	0.03%	Increased
445	WCM Weld Capital Management New York	$781K	-$232K	1	0.14%	Reduced
446	Rockefeller Capital Management New York	$776K	-$27.8K	1	0.01%	Reduced
447	Cresset Asset Management Chicago, Illinois	$775K	+$637	1	0.02%	Increased
448	FMB Field & Main Bank Henderson, Kentucky	$769K	-$9.56K	1	0.69%	Reduced
449	Level Four Advisory Services Dallas, Texas	$769K	+$42.3K	1	0.08%	Increased
450	DIM DC Investments Management Mclean, Virginia	$763K	+$149K	1	0.44%	Increased