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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
1101	Atomi Financial Group New York	$891K	+$225K	1	0.12%	Increased
1102	SPIS Steward Partners Investment Solutions Portland, Oregon	$884K	+$801K	1	0.37%	New
1103	Mission Wealth Management Santa Barbara, California	$878K	+$47.1K	1	0.03%	Increased
1104	CNBT Canandaigua National Bank & Trust Canandaigua, New York	$877K	+$156K	1	0.14%	Increased
1105	PA PFG Advisors Phoenix, Arizona	$876K	-$4.55K	1	0.07%	Reduced
1106	TWM Tradition Wealth Management Edina, Minnesota	$875K	+$1.6K	1	0.09%	Increased
1107	CFS CRA Financial Services Northfield, New Jersey	$870K	-$27.8K	1	0.21%	Reduced
1108	Marex Group London,	$864K	+$784K	1	0.03%	New
1109	OWMIAS One Wealth Management Investment & Advisory Services Miami Beach, Florida	$861K	+$781K	1	0.38%	New
1110	NFSG Newbridge Financial Services Group Boca Raton, Florida	$861K	+$42.3K	1	0.42%	Increased
1111	PCM Prelude Capital Management New York	$860K	+$189K	1	0.06%	Increased
1112	LF LifePlan Financial Mankato, Minnesota	$860K	+$780K	1	0.86%	New
1113	Wedmont Private Capital West Chester, Pennsylvania	$857K	+$211K	1	0.07%	Increased
1114	DC Diametric Capital Boston, Massachusetts	$857K	+$777K	1	0.52%	New
1115	PPW Parcion Private Wealth Bellevue, Washington	$855K	+$38.5K	1	0.08%	Increased
1116	LGA Lebenthal Global Advisors Hauppauge, New York	$852K	+$773K	1	0.2%	New
1117	WAP Wealthcare Advisory Partners West Chester, Pennsylvania	$850K	+$47.6K	1	0.03%	Increased
1118	MFG Menard Financial Group Houston, Texas	$848K	+$40.1K	1	1.05%	Increased
1119	TP Tranquility Partners Brentwood, Tennessee	$847K	+$6.42K	1	0.36%	Increased
1120	SC Sierra Capital Miami, Florida	$846K	$0	1	0.12%	Maintained
1121	GXJ Global X Japan Chiyoda-Ku, Tokyo, Japan	$842K	+$763K	1	0.48%	New
1122	DTL Dynamic Technology Lab Singapore	$840K	+$762K	1	0.09%	New
1123	GAMMA Investing Foster City, California	$838K	+$662K	1	0.23%	New
1124	Luther King Capital Management (LKCM) Fort Worth, Texas	$832K	$0	1	0%	Maintained
1125	MCC Money Concepts Capital Palm Beach Gardens, Florida	$816K	+$125K	1	0.08%	Increased