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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
601	HL HeadInvest LLC Portland, Maine	$304K	+$310K	1	0.09%	New
602	MC Moors & Cabot Boston, Massachusetts	$302K	+$308K	1	0.03%	New
603	AGF Investments Inc Toronto, Ontario, Canada	$301K	-$664K	1	0%	Reduced
604	KTC Kistler-Tiffany Companies Berwyn, Pennsylvania	$299K	+$14.5K	1	0.1%	Increased
605	OFS OneAscent Financial Services Birmingham, Alabama	$299K	+$32.9K	1	0.16%	Increased
606	Focus Financial Network Minneapolis, Minnesota	$296K	$0	1	0.03%	Maintained
607	Mutual of America Capital Management New York	$291K	$0	1	0%	Maintained
608	Stratos Wealth Partners Beachwood, Ohio	$291K	+$53.9K	1	0.01%	Increased
609	CMO Covenant Multifamily Offices San Antonio, Texas	$290K	+$295K	1	0.06%	New
610	MFG Menard Financial Group Houston, Texas	$285K	+$38.2K	1	0.33%	Increased
611	QC QCM Cayman Houston, Texas	$283K	+$288K	1	0.49%	New
612	Horizon Investments Charlotte, North Carolina	$277K	+$282K	1	0.01%	New
613	VFPI Vantage Financial Partners (Illinois) Arlington Heights, Illinois	$275K	+$281K	1	0.17%	New
614	EAM Evanson Asset Management Carmel, California	$274K	+$279K	1	0.05%	New
615	RT Rockland Trust Hanover, Massachusetts	$273K	$0	1	0.02%	Maintained
616	GTAM Global Trust Asset Management West Palm Beach, Florida	$272K	$0	1	0.17%	Maintained
617	Wealthspire Advisors (Maryland) Potomac, Maryland	$272K	+$53.9K	1	0.01%	Increased
618	FCA FLC Capital Advisors Palm Desert, California	$271K	-$119K	1	0.1%	Reduced
619	Aristotle Atlantic Partners Sarasota, Florida	$269K	$0	1	0.02%	Maintained
620	BM Brandywine Managers Hockessin, Delaware	$269K	$0	1	0.51%	Maintained
621	WA WealthTrust Axiom Wayne, Pennsylvania	$269K	$0	1	0.12%	Maintained
622	RWA Ropes Wealth Advisors Boston, Massachusetts	$267K	$0	1	0.05%	Maintained
623	MA MANA Advisors New York	$266K	-$136K	1	1.05%	Reduced
624	IIM Ipswich Investment Management Beverly, Massachusetts	$264K	+$37.4K	1	0.08%	Increased
625	Benjamin F. Edwards & Company St. Louis, Missouri	$261K	-$16.5K	1	0.02%	Reduced