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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
1026	YAVAPFMC Yahav Achim Ve Achayot - Provident Funds Management Company Tel-Aviv, Israel	$4.84M	+$3.25M	1	3.36%	New
1027	Empirical Wealth Management Seattle, Washington	$4.83M	+$35.5K	1	0.07%	Increased
1028	HIC Hartline Investment Corp Winnetka, Illinois	$4.82M	-$1.36M	1	0.42%	Reduced
1029	WWM Westwood Wealth Management Los Angeles, California	$4.77M	-$68.7K	1	1.38%	Reduced
1030	Tema ETFs New York	$4.77M	+$299K	1	0.15%	Increased
1031	Tower Research Capital (TRC) New York	$4.76M	-$12.5M	2	0.12%	Reduced
1032	PIA Petredis Investment Advisors Warrendale, Pennsylvania	$4.75M	-$4.35K	1	0.32%	Reduced
1033	SG Somerset Group Wayzata, Minnesota	$4.75M	-$899K	1	3.33%	Reduced
1034	NDSI Newman Dignan & Sheerar Inc Providence, Rhode Island	$4.71M	-$3.43K	1	0.9%	Reduced
1035	CreativeOne Wealth Overland Park, Kansas	$4.69M	-$835K	1	0.1%	Reduced
1036	IP Intellectus Partners San Francisco, California	$4.68M	+$70.7K	1	0.81%	Increased
1037	PCG PFC Capital Group Los Angeles, California	$4.68M	+$88.1K	1	1.8%	Increased
1038	Impax Asset Management Group London, United Kingdom	$4.65M	+$136K	1	0.03%	Increased
1039	IFWM Institute for Wealth Management Denver, Colorado	$4.63M	-$4.35K	1	0.41%	Reduced
1040	MWM M3 Wealth Management Cincinnati, Ohio	$4.61M	+$90K	1	2.99%	Increased
1041	AFC AFT Forsyth & Company West Palm Beach, Florida	$4.6M	-$190K	1	2.21%	Reduced
1042	Pine Valley Investments Marlton, New Jersey	$4.56M	-$1.66M	1	0.18%	Reduced
1043	VFM Viking Fund Management Minot, North Dakota	$4.5M	$0	1	0.4%	Maintained
1044	PSP Pacific Sage Partners Edmonds, Washington	$4.5M	-$229	1	0.64%	Reduced
1045	HM Payson & Co Portland, Maine	$4.49M	-$3.16M	1	0.06%	Reduced
1046	GFP Gryphon Financial Partners Columbus, Ohio	$4.48M	-$213K	1	0.4%	Reduced
1047	MWA Marathon Wealth Advisors Boston, Massachusetts	$4.47M	+$127K	1	1.53%	Increased
1048	CSA Cornerstone Select Advisors St. Louis, Missouri	$4.47M	+$327K	1	1.88%	Increased
1049	SIC Sterling Investment Counsel Buffalo, New York	$4.46M	+$126K	1	1.05%	Increased
1050	RG RHL Group Holly, Michigan	$4.46M	+$2.96M	1	3.71%	Increased