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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
2551	PWM Purus Wealth Management Newport Beach, California	$252K	+$169K	1	0.07%	New
2552	SIA Sage Investment Advisers Wappingers Falls, New York	$252K	+$169K	1	0.17%	New
2553	Balentine LLC Atlanta, Georgia	$252K	+$169K	1	0.01%	New
2554	AA Auxano Advisors Bellevue, Washington	$251K	+$169K	1	0.05%	New
2555	BWFA Baltimore-Washington Financial Advisors Columbia, Maryland	$251K	+$169K	1	0.01%	New
2556	SFS Sharp Financial Services Horsham, Pennsylvania	$251K	+$169K	1	0.12%	New
2557	SIC SJS Investment Consulting Sylvania, Ohio	$251K	-$13.7K	2	0.03%	Reduced
2558	Hennessy Advisors Inc Novato, California	$250K	+$168K	1	0.01%	New
2559	BC Barrett & Company Providence, Rhode Island	$250K	+$113K	1	0.07%	Increased
2560	FP Financial Perspectives Minneapolis, Minnesota	$250K	$0	1	0.06%	Maintained
2561	SMA Sage Mountain Advisors Atlanta, Georgia	$249K	+$167K	1	0.02%	New
2562	FC Financial Consulate Hunt Valley, Maryland	$249K	+$10.5K	1	0.03%	Increased
2563	PWA Provenance Wealth Advisors Fort Lauderdale, Florida	$249K	-$93.6K	1	0.02%	Reduced
2564	ZI ZEGA Investments Palm Beach Gardens, Florida	$248K	+$166K	1	0.03%	New
2565	BBP Banco BTG Pactual Rio De Janeiro, Brazil	$247K	+$166K	1	0.02%	New
2566	TFG Turner Financial Group Pace, Florida	$247K	+$166K	1	0.25%	New
2567	IA Inspire Advisors Meridian, Idaho	$247K	+$165K	1	0.02%	New
2568	FWP Falcon Wealth Planning Ontario, California	$246K	+$165K	1	0.02%	New
2569	GFM GEN Financial Management Plymouth, Minnesota	$246K	+$165K	1	0.15%	New
2570	PWM Palumbo Wealth Management Great Neck, New York	$245K	+$164K	1	0.05%	New
2571	GWAG Garrett Wealth Advisory Group Weatherford, Texas	$245K	+$164K	1	0.04%	New
2572	SL StoryOne LLC Overland Park, Kansas	$243K	+$163K	1	0.12%	New
2573	QFW QTR Family Wealth Lake Mary, Florida	$243K	+$163K	1	0.08%	New
2574	CSIA Conrad Siegel Investment Advisors Harrisburg, Pennsylvania	$243K	+$163K	1	0.04%	New
2575	NWA Navis Wealth Advisors Rye Brook, New York	$242K	+$163K	1	0.09%	New