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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
1201	JCIA Jackson Creek Investment Advisors Castle Rock, Colorado	$643K	-$63.6K	1	0.25%	Reduced
1202	EFG Everhart Financial Group Dublin, Ohio	$642K	+$224K	1	0.23%	Increased
1203	Boothbay Fund Management New York	$641K	+$300K	1	0.02%	Increased
1204	PCM Parsons Capital Management Providence, Rhode Island	$639K	+$16.8K	1	0.05%	Increased
1205	CWM Cahaba Wealth Management Atlanta, Georgia	$637K	$0	1	0.06%	Maintained
1206	CB CNB Bank Clearfield, Pennsylvania	$632K	-$25.4K	1	0.34%	Reduced
1207	FMTC Farmers & Merchants Trust Company Long Beach, California	$631K	$0	1	0.17%	Maintained
1208	GGS Galvin Gaustad & Stein Scottsdale, Arizona	$626K	+$178K	1	0.06%	Increased
1209	MFA Mayflower Financial Advisors Boston, Massachusetts	$624K	+$4.28K	1	0.09%	Increased
1210	TA TFG Advisers Auburn Hills, Michigan	$624K	$0	1	0.26%	Maintained
1211	TFS Thoroughbred Financial Services Brentwood, Tennessee	$623K	+$10.7K	1	0.05%	Increased
1212	NHT New Hampshire Trust Concord, New Hampshire	$616K	$0	1	0.15%	Maintained
1213	Chicago Partners Investment Group Chicago, Illinois	$615K	-$16K	1	0.03%	Reduced
1214	JE JMAC Enterprises Newtown, Pennsylvania	$615K	+$50.8K	1	0.13%	Increased
1215	SIA Strategic Investment Advisors Farmington Hills, Michigan	$614K	+$15.2K	1	0.09%	Increased
1216	PG Patten Group Chattanooga, Tennessee	$613K	-$15.8K	1	0.17%	Reduced
1217	GSEP Golden State Equity Partners South Coast Metro, California	$613K	+$59.6K	1	0.15%	Increased
1218	Vestmark Advisory Solutions Wakefield, Massachusetts	$610K	+$13.9K	1	0.03%	Increased
1219	QAM Q3 Asset Management Birmingham, Michigan	$607K	+$546K	1	0.15%	New
1220	DWG Darden Wealth Group Ann Arbor, Michigan	$605K	+$548K	1	0.58%	New
1221	V VeraBank Henderson, Texas	$595K	$0	1	0.2%	Maintained
1222	TCM Tandem Capital Management Woodcliff Lake, New Jersey	$590K	$0	1	0.37%	Maintained
1223	ATWA Arbor Trust Wealth Advisors Ann Arbor, Michigan	$587K	+$533K	1	0.35%	New
1224	North Star Asset Management Neenah, Wisconsin	$587K	-$1.87K	1	0.03%	Reduced
1225	Robertson Stephens Wealth Management San Francisco, California	$585K	-$475K	1	0.04%	Reduced