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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
701	PRC Pearl River Capital Niles, Michigan	$108K	+$94.6K	1	0.27%	Increased
702	PMFA Plante Moran Financial Advisors Southfield, Michigan	$105K	-$3.56K	1	0.03%	Reduced
703	Smithfield Trust Pittsburgh, Pennsylvania	$105K	+$3.12K	1	0.01%	Increased
704	PCG Private Capital Group West Hartford, Connecticut	$103K	-$17.1K	1	0.02%	Reduced
705	RIA Realta Investment Advisors Wilmington, Delaware	$101K	+$91.9K	1	0.05%	New
706	Citizens Financial Group Providence, Rhode Island	$97K	+$1.33K	1	0.01%	Increased
707	MetLife Investment Management Whippany, New Jersey	$90.7K	+$55.6K	1	0%	Increased
708	Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts	$90K	$0	1	0%	Maintained
709	ACM AUA Capital Management Camp Hill, Pennsylvania	$85K	$0	1	0.07%	Maintained
710	CAPTRUST Financial Advisors Raleigh, North Carolina	$84K	+$21.6K	1	0%	Increased
711	IWP Icon Wealth Partners Houston, Texas	$84K	+$77.2K	1	0.03%	New
712	CAW Cornerstone Advisors (Washington) Bellevue, Washington	$83K	-$18.9K	1	0.01%	Reduced
713	HMS Hanseatic Management Services Albuquerque, New Mexico	$83K	$0	1	0.09%	Maintained
714	PCP Proficio Capital Partners Newton, Massachusetts	$83K	+$37.2K	1	0.03%	Increased
715	SignatureFD Atlanta, Georgia	$83K	+$1.56K	1	0.01%	Increased
716	NFG Next Financial Group Houston, Texas	$80K	-$175K	1	0.02%	Reduced
717	NFH NEXT Financial Holdings Houston, Texas	$80K	+$73.4K	1	0.02%	New
718	TD Ameritrade Investment Management Omaha, Nebraska	$80K	+$66.8K	1	0%	Increased
719	PFGIA Patriot Financial Group Insurance Agency Westborough, Massachusetts	$78K	+$71.2K	1	0.04%	New
720	AC Avestar Capital New York	$77K	-$16K	1	0.05%	Reduced
721	Whittier Trust South Pasadena, California	$75K	-$80.8K	1	0%	Reduced
722	BG Bollard Group Boston, Massachusetts	$73K	$0	1	0%	Maintained
723	First Manhattan New York	$72K	$0	1	0%	Maintained
724	CX Institutional Auburn, Indiana	$70K	+$38.1K	1	0.01%	Increased
725	SBL Sargent Bickham Lagudis Boulder, Colorado	$70K	-$13.4K	1	0.01%	Reduced