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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
1251	HBK Sorce Advisory Erie, Pennsylvania	$536K	-$58.3K	1	0.02%	Reduced
1252	CA Claro Advisors Boston, Massachusetts	$533K	+$117K	1	0.12%	Increased
1253	Fisher Asset Management Camas, Washington	$533K	+$32.4K	1	0%	Increased
1254	South Dakota Investment Council Sioux Falls, South Dakota	$531K	$0	1	0.01%	Maintained
1255	ACM Argent Capital Management St Louis, Missouri	$531K	$0	1	0.02%	Maintained
1256	LOAMU Lombard Odier Asset Management (USA) New York	$531K	+$481K	1	0.01%	New
1257	CWP Concord Wealth Partners Abingdon, Virginia	$530K	+$140K	1	0.11%	Increased
1258	APW Austin Private Wealth Austin, Texas	$530K	+$15.2K	1	0.07%	Increased
1259	DDPIC Deroy & Devereaux Private Investment Counsel Bloomfield Hills, Michigan	$526K	$0	1	0.04%	Maintained
1260	SPWM Schrum Private Wealth Management St. Augustine, Florida	$522K	-$361K	1	0.74%	Reduced
1261	BBNA Bremer Bank National Association St Paul, Minnesota	$522K	+$84K	1	0.1%	Increased
1262	SPW Sonoma Private Wealth Sonoma, California	$521K	-$48.4K	1	0.86%	Reduced
1263	Mather Group Chicago, Illinois	$519K	+$21.7K	1	0.01%	Increased
1264	BDFN Bond & Devick Financial Network St. Louis Park, Minnesota	$518K	+$802	1	0.3%	Increased
1265	Driehaus Capital Management Chicago, Illinois	$518K	+$470K	1	0.01%	New
1266	CAMV Concord Asset Management (Virginia) Abingdon, Virginia	$517K	+$167K	1	0.15%	Increased
1267	NL NKCFO LLC Geneva, Illinois	$516K	$0	1	0.28%	Maintained
1268	SW SlateStone Wealth Jupiter, Florida	$516K	+$14.7K	1	0.07%	Increased
1269	EWP Elevation Wealth Partners Santa Rosa, California	$512K	+$418K	1	0.31%	Increased
1270	C Certuity North Palm Beach, Florida	$511K	-$12.8K	1	0.05%	Reduced
1271	WWP WR Wealth Planners Columbia, Missouri	$508K	+$53.5K	1	0.19%	Increased
1272	RT Rockland Trust Hanover, Massachusetts	$504K	-$4.81K	1	0.03%	Reduced
1273	FH FWG Holdings Winter Park, Florida	$504K	-$11.5K	1	0.3%	Reduced
1274	PPC Park Place Capital Homewood, Alabama	$503K	-$8.82K	1	0.2%	Reduced
1275	CGA Crescent Grove Advisors Lake Forest, Illinois	$503K	+$16.3K	1	0.06%	Increased