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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
1601	DFC DB Fitzpatrick & Co Boise, Idaho	$1.33M	-$731K	2	1.07%	Reduced
1602	CoreCap Advisors Southfield, Michigan	$1.32M	-$2.7M	1	0.04%	Reduced
1603	NICM Neo Ivy Capital Management New York	$1.32M	+$887K	1	0.3%	New
1604	Aspiriant LLC Los Angeles, California	$1.32M	+$43.7K	1	0.03%	Increased
1605	CIA Cladis Investment Advisory Billings, Montana	$1.32M	+$57.2K	1	0.62%	Increased
1606	SP Saranac Partners London,	$1.31M	-$363K	1	0.38%	Reduced
1607	MW MBL Wealth Charlotte, North Carolina	$1.31M	-$18.3K	1	0.09%	Reduced
1608	FHC First Horizon Corporation Memphis, Tennessee	$1.3M	-$458	1	0.05%	Reduced
1609	LWM Laidlaw Wealth Management New York City, New York	$1.29M	+$6.18K	1	3.69%	Increased
1610	MA MJP Associates Farmington, Connecticut	$1.29M	+$107K	1	0.14%	Increased
1611	HBW Hazlett, Burt & Watson Wheeling, West Virginia	$1.29M	-$229	1	0.34%	Reduced
1612	Fayez Sarofim & Co Houston, Texas	$1.28M	$0	1	0%	Maintained
1613	Perpetual Ltd Sydney, New South Wales, Australia	$1.28M	-$472K	1	0.02%	Reduced
1614	TFIPS Towarzystwo Funduszy Inwestycyjnych PZU SA Warsaw,	$1.28M	-$1.02M	1	0.36%	Reduced
1615	WPC Waters Parkerson & Co New Orleans, Louisiana	$1.27M	+$183K	1	0.06%	Increased
1616	PGIM Custom Harvest Newark, New Jersey	$1.27M	+$45.8K	1	0.02%	Increased
1617	FI Finivi Inc Westborough, Massachusetts	$1.26M	-$29.3K	1	0.65%	Reduced
1618	PIN Prudent Investors Network Lake Forest, California	$1.26M	+$18.3K	1	0.24%	Increased
1619	HFS Howard Financial Services Dallas, Texas	$1.26M	+$296K	1	0.14%	Increased
1620	MFA Mayflower Financial Advisors Boston, Massachusetts	$1.26M	-$34.3K	1	0.11%	Reduced
1621	TWM Tripletail Wealth Management Orlando, Florida	$1.26M	-$10.5K	1	1.45%	Reduced
1622	CA Crumly & Associates Springfield, Illinois	$1.26M	-$268K	1	0.24%	Reduced
1623	SSA Shepherd Street Advisors Larkspur, California	$1.25M	-$159K	1	1.1%	Reduced
1624	ML McAdam LLC Philadelphia, Pennsylvania	$1.25M	+$8.24K	1	0.05%	Increased
1625	M&G plc London, United Kingdom	$1.25M	-$3.08M	1	0.01%	Reduced