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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	RIA Regal Investment Advisors Kentwood, Michigan	$463K	+$393K	1	0.04%	New
1052	WI WrapManager Inc Mill Valley, California	$456K	+$28.1K	1	0.14%	Increased
1053	Fayez Sarofim & Co Houston, Texas	$454K	+$15.4K	1	0%	Increased
1054	FMN Financial Management Network Mission Viejo, California	$450K	-$11.5K	1	0.18%	Reduced
1055	PVM Palogic Value Management Dallas, Texas	$449K	$0	1	0.22%	Maintained
1056	MFG Menard Financial Group Houston, Texas	$449K	$0	1	1.04%	Maintained
1057	WAP Wealthcare Advisory Partners West Chester, Pennsylvania	$447K	+$45.8K	1	0.02%	Increased
1058	Great Lakes Advisors Chicago, Illinois	$446K	+$2.88K	1	0%	Increased
1059	GIA Guyasuta Investment Advisors Pittsburgh, Pennsylvania	$445K	+$11.9K	1	0.03%	Increased
1060	P Pitcairn Conshohocken, Pennsylvania	$444K	+$108K	1	0.04%	Increased
1061	CNBT Canandaigua National Bank & Trust Canandaigua, New York	$442K	+$375K	1	0.07%	New
1062	SPW Sonoma Private Wealth Sonoma, California	$440K	+$26.4K	1	0.87%	Increased
1063	DDPIC Deroy & Devereaux Private Investment Counsel Bloomfield Hills, Michigan	$436K	-$33.9K	1	0.03%	Reduced
1064	HFW Horizon Family Wealth Chicago, Illinois	$436K	+$370K	1	0.46%	New
1065	GFPC Global Financial Private Client Sarasota, Florida	$433K	-$7.8K	1	0.22%	Reduced
1066	PG Patten Group Chattanooga, Tennessee	$433K	+$25.3K	1	0.13%	Increased
1067	FANJ Financial Architects (New Jersey) Marlton, New Jersey	$430K	+$2.54K	1	0.07%	Increased
1068	Cullen/Frost Bankers San Antonio, Texas	$428K	-$74.2K	1	0.01%	Reduced
1069	Allworth Financial Folsom, California	$425K	+$39K	1	0%	Increased
1070	NHT New Hampshire Trust Concord, New Hampshire	$423K	-$5.93K	1	0.11%	Reduced
1071	Brighton Jones LLC Seattle, Washington	$422K	+$44.7K	1	0.02%	Increased
1072	FMTC Farmers & Merchants Trust Company Long Beach, California	$419K	$0	1	0.12%	Maintained
1073	AFG Alterity Financial Group Bangor, Maine	$418K	+$7.46K	1	0.61%	Increased
1074	ICP Interchange Capital Partners Pittsburgh, Pennsylvania	$416K	+$353K	1	0.23%	New
1075	WPP Whalerock Point Partners Providence, Rhode Island	$415K	+$58.5K	1	0.15%	Increased