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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
751	CBB Citizens Business Bank Ontario, California	$5.06M	+$123K	1	0.84%	Increased
752	PP PDT Partners New York	$5.05M	-$3.19M	1	0.33%	Reduced
753	FCP Fidelis Capital Partners Tampa, Florida	$5.04M	+$142K	1	0.37%	Increased
754	PWP Principle Wealth Partners Madison, Connecticut	$5.03M	-$14.1K	1	0.28%	Reduced
755	BKA Brick & Kyle Associates Newtown, Pennsylvania	$5.03M	$0	1	1.78%	Maintained
756	FSA Fort Sheridan Advisors Highland Park, Illinois	$5.02M	+$146K	1	0.64%	Increased
757	RFA ROI Financial Advisors Beaverton, Oregon	$5.01M	-$41.8K	1	2.88%	Reduced
758	SC Syon Capital San Francisco, California	$5M	+$4.69M	1	0.25%	Increased
759	MFG Magnus Financial Group New York	$5M	+$291K	1	0.38%	Increased
760	NS Night Squared New York	$5M	+$1.43M	1	1.41%	Increased
761	ALMGDA AG2R La Mondiale Gestion d'Actifs Paris, France	$4.99M	+$469K	1	0.22%	Increased
762	LAM Lynch Asset Management Yardley, Pennsylvania	$4.99M	+$90.8K	1	1.57%	Increased
763	GAG Goodman Advisory Group Needham, Massachusetts	$4.97M	-$1.85M	1	1.22%	Reduced
764	Pallas Capital Advisors Braintree, Massachusetts	$4.97M	+$783K	1	0.16%	Increased
765	World Investment Advisors Santa Barbara, California	$4.97M	+$824K	1	0.08%	Increased
766	AHC Anderson Hoagland & Co St Louis, Missouri	$4.96M	+$729K	1	0.43%	Increased
767	CCT Chemung Canal Trust Elmira, New York	$4.96M	-$241K	1	0.98%	Reduced
768	Mount Yale Investment Advisors Denver, Colorado	$4.92M	+$3.08M	1	0.24%	Increased
769	WR WD Rutherford Portland, Oregon	$4.89M	+$23.8K	1	2.04%	Increased
770	TCG Tremblant Capital Group West Palm Beach, Florida	$4.88M	+$5.35M	1	0.12%	New
771	MMM Mendel Money Management Northbrook, Illinois	$4.88M	+$29.5K	1	2.04%	Increased
772	Capital Fund Management (CFM) Paris, France	$4.88M	-$8.42M	1	0.01%	Reduced
773	Caprock Group Boise, Idaho	$4.88M	+$1.22M	1	0.1%	Increased
774	EverSource Wealth Advisors Birmingham, Alabama	$4.86M	+$228K	2	0.18%	Increased
775	FHWM Fox Hill Wealth Management Dedham, Massachusetts	$4.84M	+$2.86M	1	2.25%	Increased