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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
726	Ingalls & Snyder LLC New York	$5.42M	+$62.7K	1	0.2%	Increased
727	Bragg Financial Advisors Charlotte, North Carolina	$5.42M	+$754K	1	0.18%	Increased
728	PWS Proactive Wealth Strategies Marietta, Georgia	$5.4M	+$529K	1	2.14%	Increased
729	Perigon Wealth Management San Francisco, California	$5.37M	-$77.3K	1	0.1%	Reduced
730	NFG Nations Financial Group Cedar Rapids, Iowa	$5.36M	+$2.45M	1	0.28%	Increased
731	Sterling Capital Management Charlotte, North Carolina	$5.36M	+$95.5K	2	0.09%	Increased
732	WIC WealthBridge Investment Counsel Calgary, Alberta, Canada	$5.34M	+$5.85M	1	1.6%	New
733	RSVP Ramsay Stattman Vela & Price Colorado Springs, Colorado	$5.34M	$0	1	0.96%	Maintained
734	VA VestGen Advisors Inverness, Illinois	$5.33M	+$236K	1	0.23%	Increased
735	NSB Norway Savings Bank Portland, Maine	$5.33M	+$12.5K	1	2.46%	Increased
736	Dynamic Advisor Solutions Phoenix, Arizona	$5.33M	-$1.1M	1	0.17%	Reduced
737	CWG Cornerstone Wealth Group Huntersville, North Carolina	$5.29M	+$56.3K	1	0.36%	Increased
738	SFI Siemens Fonds Invest Munich, Germany	$5.28M	+$450K	1	0.28%	Increased
739	Capitolis Liquid Global Markets New York	$5.27M	+$5.77M	1	0.03%	New
740	ISWM Intesa Sanpaolo Wealth Management Ville De Luxembourg,	$5.25M	+$5.75M	1	1.09%	New
741	Valeo Financial Advisors Carmel, Indiana	$5.25M	-$262K	1	0.12%	Reduced
742	RWM Rockline Wealth Management Plainview, New York	$5.22M	+$405K	1	1.06%	Increased
743	Integrated Wealth Concepts Waltham, Massachusetts	$5.17M	-$1.41M	1	0.06%	Reduced
744	MUFG Securities EMEA London, United Kingdom	$5.16M	+$3.08M	1	0.06%	Increased
745	VCM Vision Capital Management Portland, Oregon	$5.15M	-$10.1K	1	0.62%	Reduced
746	SCM Sitrin Capital Management Century City, California	$5.12M	+$2.22K	1	2.43%	Increased
747	TLP Trinity Legacy Partners Houston, Texas	$5.11M	+$85.5K	1	1.17%	Increased
748	CHC City Holding Co Charleston, West Virginia	$5.09M	+$590K	1	0.63%	Increased
749	HCM Hodges Capital Management Dallas, Texas	$5.09M	+$253K	1	0.44%	Increased
750	FAN Financial Advisors Network Tustin, California	$5.07M	-$37.1K	1	0.69%	Reduced