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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
801	FH FWG Holdings Winter Park, Florida	$543K	+$100K	1	0.4%	Increased
802	FA Faithward Advisors Lancaster, Pennsylvania	$542K	-$140K	1	0.1%	Reduced
803	TP Tranquility Partners Brentwood, Tennessee	$542K	$0	1	0.25%	Maintained
804	Barings Charlotte, North Carolina	$533K	-$110K	1	0.01%	Reduced
805	DTL Dynamic Technology Lab Singapore	$529K	+$493K	1	0.06%	New
806	Ameritas Advisory Services Lincoln, Nebraska	$528K	+$492K	1	0.02%	New
807	NFG Next Financial Group Houston, Texas	$524K	+$40K	1	0.03%	Increased
808	PIA Perennial Investment Advisors Los Angeles, California	$524K	+$13K	1	0.16%	Increased
809	E Fund Management Guangzhou, China	$516K	+$481K	1	0.02%	New
810	PPW Parcion Private Wealth Bellevue, Washington	$510K	-$401K	1	0.05%	Reduced
811	TC TownSquare Capital Provo, Utah	$509K	-$122K	1	0.01%	Reduced
812	Valeo Financial Advisors Carmel, Indiana	$507K	-$101K	1	0.03%	Reduced
813	HR Hayden Royal Charlotte, North Carolina	$503K	-$1.56K	1	1.18%	Reduced
814	OFS OneAscent Financial Services Birmingham, Alabama	$502K	+$468K	1	0.96%	New
815	Swiss Life Asset Management Zurich,	$501K	$0	1	0.01%	Maintained
816	Crossmark Global Holdings Houston, Texas	$501K	+$12.5K	1	0.01%	Increased
817	NAM NTV Asset Management Charleston, West Virginia	$501K	$0	1	0.08%	Maintained
818	SBF Sara-Bay Financial Sarasota, Florida	$501K	$0	1	0.15%	Maintained
819	SPWM Schrum Private Wealth Management St. Augustine, Florida	$501K	+$467K	1	0.46%	New
820	TNA True North Advisors Dallas, Texas	$499K	$0	1	0.08%	Maintained
821	Benjamin F. Edwards & Company St. Louis, Missouri	$496K	+$43.6K	1	0.02%	Increased
822	IHT Wealth Management Chicago, Illinois	$496K	+$17.6K	1	0.04%	Increased
823	IFP Advisors Tampa, Florida	$488K	-$48.3K	1	0.01%	Reduced
824	FANJ Financial Architects (New Jersey) Marlton, New Jersey	$487K	-$5.19K	1	0.07%	Reduced
825	Dai-ichi Life Insurance Company Tokyo, Japan	$483K	$0	1	0.01%	Maintained