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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
2951	CTWM Cherry Tree Wealth Management Minnetonka, Minnesota	$2.05K	$0	1	0%	Maintained
2952	FLP Financial Life Planners Tempe, Arizona	$2.05K	$0	1	0%	Maintained
2953	HWM HighMark Wealth Management St. Paul, Minnesota	$2.05K	$0	1	0%	Maintained
2954	PJC Phillip James Consulting Plymouth, Minnesota	$2.05K	$0	1	0%	Maintained
2955	NWMP Noble Wealth Management PBC Greenwood Village, Colorado	$1.71K	+$1.14K	1	0%	New
2956	Q1WB Quest 10 Wealth Builders Fuquay-Varina, Virginia	$962	-$3.89K	1	0%	Reduced
2957	3FI 3 Factor Indexing Sacramento, California	$683	$0	1	0%	Maintained
2958	CCC Chelsea Counsel Company Los Angeles, California	$683	$0	1	0%	Maintained
2959	RJA Ross\Johnson & Associates Plymouth, Minnesota	$682	$0	1	0.01%	Maintained
2960	GFA Godfrey Financial Associates Glenmont, New York	$341	$0	1	0%	Maintained
2961	SFS Sunrise Financial Services Burien, Washington	$341	-$458	1	0%	Reduced
2962	9C 9823 Capital Dallas, Texas	$0	-$164K	0	–	Closed
2963	ACM ADAR1 Capital Management Austin, Texas	$0	-$257K	0	–	Closed
2964	AFG Albion Financial Group Salt Lake City, Utah	$0	-$8.34K	0	–	Closed
2965	ACM Anomaly Capital Management New York	$0	-$85M	0	–	Closed
2966	ARK Investment Management St. Petersburg, Florida	$0	-$1.74M	0	–	Closed
2967	Artisan Partners Milwaukee, Wisconsin	$0	-$22.6M	0	–	Closed
2968	AC AXQ Capital Jersey City, New Jersey	$0	-$195K	0	–	Closed
2969	BOJHT Bank of Jackson Hole Trust Jackson, Wyoming	$0	-$812K	0	–	Closed
2970	BCM Bayesian Capital Management Brooklyn, New York	$0	-$1.51M	0	–	Closed
2971	BDWCC B&D White Capital Company Lakeway, Texas	$0	-$353K	0	–	Closed
2972	BCM Berbice Capital Management Melville, New York	$0	-$19.2K	0	–	Closed
2973	Blackstone Inc New York	$0	-$1.31M	0	–	Closed
2974	BAM Blueshift Asset Management Red Bank, New Jersey	$0	-$393K	0	–	Closed
2975	BC Bricktown Capital Detroit, Michigan	$0	-$737K	0	–	Closed