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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
576	YIA YHB Investment Advisors West Hartford, Connecticut	$17.1M	+$596K	1	1.1%	Increased
577	MCP Mirador Capital Partners Pleasanton, California	$17.1M	+$213K	1	2.1%	Increased
578	Atria Investments Charlotte, North Carolina	$17M	+$3.53M	1	0.17%	Increased
579	Advisory Services Network Atlanta, Georgia	$16.9M	+$1.31M	1	0.19%	Increased
580	DWT Dorsey & Whitney Trust Sioux Falls, South Dakota	$16.7M	+$2.91M	1	0.81%	Increased
581	AlphaCore Capital La Jolla, California	$16.7M	+$9.86M	1	0.31%	Increased
582	CWA Canvas Wealth Advisors Shawnee, Kansas	$16.7M	-$1.53M	1	2.32%	Reduced
583	NF Nikulski Financial Bettendorf, Iowa	$16.6M	+$282K	1	3.59%	Increased
584	Fideuram Asset Management (Ireland) Dublin 1,	$16.6M	+$5.01M	1	0.32%	Increased
585	BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark	$16.6M	+$1.64M	1	0.13%	Increased
586	SCS Capital Management Boston, Massachusetts	$16.5M	-$924K	1	0.16%	Reduced
587	Independent Financial Group San Diego, California	$16.5M	-$1.59M	1	0.31%	Reduced
588	Brinker Capital Investments Berwyn, Pennsylvania	$16.5M	+$1.8M	2	0.13%	Increased
589	HB Wealth Management Atlanta, Georgia	$16.4M	-$292K	1	0.09%	Reduced
590	CT Colonial Trust Spartanburg, South Carolina	$16.4M	-$286K	1	2.07%	Reduced
591	HP Harvey Partners Tarrytown, New York	$16.4M	-$9.84M	1	1.12%	Reduced
592	CFSG Community Financial Services Group Newport, Vermont	$16.3M	+$37.8K	1	2.37%	Increased
593	Calamos Wealth Management Naperville, Illinois	$16.2M	+$330K	1	0.49%	Increased
594	WSCM Wellington Shields Capital Management New York	$16M	-$824K	1	2.03%	Reduced
595	PCA Providence Capital Advisors Charlotte, North Carolina	$16M	-$28.8K	1	2.42%	Reduced
596	Panagora Asset Management Boston, Massachusetts	$16M	-$40.1M	1	0.05%	Reduced
597	1SB 1ST Source Bank South Bend, Indiana	$15.9M	-$194K	1	0.72%	Reduced
598	Citizens Financial Group Providence, Rhode Island	$15.8M	+$675K	1	0.19%	Increased
599	ERWM Elk River Wealth Management Denver, Colorado	$15.7M	-$1.04M	1	2.5%	Reduced
600	FIB First Interstate Bank Billings, Montana	$15.6M	-$226K	1	0.81%	Reduced