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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
1051	SAM Sycomore Asset Management Paris, France	$4.46M	$0	1	0.48%	Maintained
1052	SAM SP Asset Management Cupertino, California	$4.44M	$0	1	0.36%	Maintained
1053	PWP Pursue Wealth Partners Clayton, California	$4.42M	-$364K	1	2.47%	Reduced
1054	SWM Steinberganna Wealth Management Huntington, New York	$4.4M	-$1.11M	1	1.79%	Reduced
1055	TFCM Taylor Frigon Capital Management Scottsdale, Arizona	$4.38M	+$689K	1	2.05%	Increased
1056	SWP Strategic Wealth Partners Independence, Ohio	$4.37M	-$1.42M	1	0.27%	Reduced
1057	World Investment Advisors Santa Barbara, California	$4.36M	-$422K	1	0.07%	Reduced
1058	Chicago Capital Chicago, Illinois	$4.36M	+$635K	1	0.11%	Increased
1059	NEI Northwest & Ethical Investments Toronto, Ontario, Canada	$4.36M	-$2.61M	1	0.1%	Reduced
1060	ZBNA Zions Bancorporation, National Association Salt Lake City, Utah	$4.35M	-$2.6M	2	0.26%	Reduced
1061	MFA Millington Financial Advisors Naperville, Illinois	$4.34M	-$29.3K	1	1.71%	Reduced
1062	PDL Portfolio Design Labs Encino, California	$4.33M	+$957K	1	0.71%	Increased
1063	SIG Sky Investment Group Hartford, Connecticut	$4.31M	+$128K	1	0.68%	Increased
1064	CPIA Cornell Pochily Investment Advisors Ithaca, New York	$4.31M	-$316K	1	1.16%	Reduced
1065	IC Inscription Capital Houston, Texas	$4.28M	+$45.8K	1	0.38%	Increased
1066	TAFW Tred Avon Family Wealth Easton, Maryland	$4.27M	-$17.2K	1	1.31%	Reduced
1067	BLC Brown, Lisle/Cummings Providence, Rhode Island	$4.27M	-$29.8K	1	0.96%	Reduced
1068	UB Umpqua Bank Lake Oswego, Oregon	$4.24M	+$99.1K	1	0.95%	Increased
1069	UBG United Bank (Georgia) Zebulon, Georgia	$4.23M	-$221K	1	1.29%	Reduced
1070	BWM Bernard Wealth Management Royal Oak, Michigan	$4.22M	-$61.1K	1	1.56%	Reduced
1071	Cantor Fitzgerald New York	$4.22M	-$515K	1	0.05%	Reduced
1072	WCM Whitener Capital Management Rocky Mount, North Carolina	$4.2M	+$95K	1	0.89%	Increased
1073	RGF Retirement Guys Formula Maumee, Ohio	$4.19M	+$8.93K	1	1.58%	Increased
1074	IBOK Independence Bank of Kentucky Owensboro, Kentucky	$4.19M	-$309K	1	0.47%	Reduced
1075	PNFS PW Nova Financial Services Newtown, Pennsylvania	$4.18M	-$36.9K	1	0.9%	Reduced