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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
601	LSPW Lake Street Private Wealth Chicago, Illinois	$5.03M	-$332K	1	0.65%	Reduced
602	RVPG Relative Value Partners Group	$5.03M	+$4.44M	1	0.65%	New
603	KFP KMG Fiduciary Partners Toledo, Ohio	$5.01M	+$2.04M	1	0.49%	Increased
604	WWM Westwood Wealth Management Los Angeles, California	$5M	-$67.3K	1	1.86%	Reduced
605	Venture Visionary Partners Sylvania, Ohio	$5M	+$1.13M	1	0.23%	Increased
606	WIC Woodmont Investment Counsel Nashville, Tennessee	$4.95M	+$101K	1	0.4%	Increased
607	RSVP Ramsay Stattman Vela & Price Colorado Springs, Colorado	$4.93M	-$2.99K	1	0.93%	Reduced
608	AFA Abacus FCF Advisors Orlando, Florida	$4.91M	-$1.51M	1	1.22%	Reduced
609	HWP Highline Wealth Partners Sherman Oaks, California	$4.9M	+$299	1	1.85%	Increased
610	LF Longbow Finance Lutry, Switzerland	$4.89M	-$225K	1	0.51%	Reduced
611	IIM Ipswich Investment Management Beverly, Massachusetts	$4.85M	+$259K	1	1.14%	Increased
612	Harvest Fund Management Beijing, China	$4.85M	+$895K	1	0.35%	Increased
613	MFAM Motley Fool Asset Management Alexandria, Virginia	$4.83M	+$986K	1	0.32%	Increased
614	Norinchukin Bank Tokyo, Japan	$4.8M	+$391K	1	0.14%	Increased
615	MDSL M.D. Sass LLC New York	$4.79M	-$10.4M	1	0.34%	Reduced
616	CAC Core Alternative Capital Peachtree Corners, Georgia	$4.77M	+$84.1K	1	0.95%	Increased
617	Ashton Thomas Private Wealth Scottsdale, Arizona	$4.76M	+$15.3K	1	0.26%	Increased
618	Valeo Financial Advisors Carmel, Indiana	$4.76M	+$374K	1	0.15%	Increased
619	Equitable Holdings New York	$4.75M	+$967K	1	0.05%	Increased
620	KC Kingfisher Capital Charlotte, North Carolina	$4.73M	-$26K	1	1.11%	Reduced
621	BFPW BOK Financial Private Wealth Denver, Colorado	$4.73M	-$25.4K	1	0.34%	Reduced
622	JC Jacobs & Co San Francisco, California	$4.65M	+$361K	1	0.49%	Increased
623	OneDigital Investment Advisors Overland Park, Kansas	$4.63M	+$485K	1	0.06%	Increased
624	HCM Hollencrest Capital Management Newport Beach, California	$4.63M	+$15.3K	1	0.2%	Increased
625	SFI Siemens Fonds Invest Munich, Germany	$4.63M	+$60.1K	1	0.35%	Increased