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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
626	HIC Hartline Investment Corp Winnetka, Illinois	$259K	-$11K	1	0.04%	Reduced
627	RCM Requisite Capital Management Dallas, Texas	$259K	+$264K	1	0.09%	New
628	NB Nicolet Bankshares Green Bay, Wisconsin	$255K	$0	1	0.09%	Maintained
629	PTC Petrus Trust Company Dallas, Texas	$253K	-$27.7K	1	0.03%	Reduced
630	DWT Dorsey & Whitney Trust Sioux Falls, South Dakota	$250K	$0	1	0.03%	Maintained
631	Geneos Wealth Management Englewood, Colorado	$250K	-$77.1K	1	0.01%	Reduced
632	Valeo Financial Advisors Carmel, Indiana	$249K	+$46.4K	1	0.02%	Increased
633	AA Apriem Advisors Irvine, California	$247K	-$15K	1	0.05%	Reduced
634	CWA Clarus Wealth Advisors Peoria, Arizona	$247K	$0	1	0.19%	Maintained
635	Evergreen Capital Management Bellevue, Washington	$245K	-$6.24K	1	0.02%	Reduced
636	FMW Farr Miller & Washington Washington, District of Columbia	$245K	$0	1	0.02%	Maintained
637	Livforsakringsbolaget Skandia Stockholm, Sweden	$245K	$0	1	0.03%	Maintained
638	LOAME Lombard Odier Asset Management (Europe) London, United Kingdom	$244K	+$249K	1	0.01%	New
639	WP WealthSource Partners San Luis Obispo, California	$244K	$0	1	0.03%	Maintained
640	QAM QCI Asset Management Pittsford, New York	$242K	-$3.74K	1	0.02%	Reduced
641	CI Cigna Investments Bloomfield, Connecticut	$241K	-$90.1K	1	0.02%	Reduced
642	LOAMS Lombard Odier Asset Management (Switzerland) Petit-Lancy, Switzerland	$240K	+$244K	1	0.03%	New
643	SCA Spearhead Capital Advisors Wellington, Florida	$238K	+$19.2K	1	0.05%	Increased
644	Caprock Group Boise, Idaho	$237K	+$242K	1	0.03%	New
645	GIP Granite Investment Partners El Segundo, California	$237K	$0	1	0.01%	Maintained
646	Tower Research Capital (TRC) New York	$237K	+$199K	1	0%	Increased
647	Laird Norton Wetherby Wealth Management San Francisco, California	$236K	-$28.2K	1	0.02%	Reduced
648	CX Institutional Auburn, Indiana	$233K	+$16.2K	1	0.03%	Increased
649	SL Stevard LLC Chicago, Illinois	$233K	+$237K	1	0.1%	New
650	IFG Advisory Atlanta, Georgia	$229K	$0	1	0.04%	Maintained