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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
626	PP PrairieView Partners St. Paul, Minnesota	$16K	+$20.9K	1	0%	New
627	TFGT TS Financial Group (TSFG) Lake Forest, Illinois	$16K	$0	1	0.01%	Maintained
628	VRM Vectors Research Management New York	$16K	$0	1	0.01%	Maintained
629	AssetMark Inc Concord, California	$15K	-$4.61K	1	0%	Reduced
630	LWM Liberty Wealth Management Oakland, California	$15K	-$7.54K	1	0.01%	Reduced
631	SL Savior LLC Wellesley Hills, Massachusetts	$15K	$0	1	0.02%	Maintained
632	EWP Engrave Wealth Partners The Woodlands, Texas	$14K	-$20.5K	1	0.02%	Reduced
633	LIA LS Investment Advisors Bloomfield Hills, Michigan	$14K	-$102K	1	0%	Reduced
634	CCA Column Capital Advisors Indianapolis, Indiana	$13K	$0	1	0.01%	Maintained
635	Fidelity International Hamilton, Bermuda	$13K	-$4.02M	1	0%	Reduced
636	VIM Veritas Investment Management London, United Kingdom	$13K	-$81.7K	1	0%	Reduced
637	WQ Wealth Quarterback Toms River, New Jersey	$13K	-$3.1M	1	0.01%	Reduced
638	AP Atwood & Palmer Kansas City, Missouri	$12K	+$15.7K	1	0%	New
639	EI Ellevest Inc New York	$12K	$0	1	0%	Maintained
640	LWA Lenox Wealth Advisors New York	$12K	$0	1	0%	Maintained
641	POIA Pin Oak Investment Advisors Houston, Texas	$11K	$0	1	0.01%	Maintained
642	FP Financial Perspectives Minneapolis, Minnesota	$10K	+$12.8K	1	0.01%	New
643	Gradient Investments Arden Hills, Minnesota	$10K	-$1.05K	1	0%	Reduced
644	GFPC Global Financial Private Client Sarasota, Florida	$9.5K	-$143K	1	0.01%	Reduced
645	AF Advisornet Financial Minnetonka, Minnesota	$9K	-$19.3K	1	0%	Reduced
646	GAM Gemmer Asset Management Walnut Creek, California	$9K	-$3.98K	1	0%	Reduced
647	HFM Hartford Financial Management Hartford, Connecticut	$9K	+$11.7K	1	0%	New
648	WCG Weaver Consulting Group Huntington Beach, California	$9K	+$5.24K	1	0.01%	Increased
649	CAGAS Capital Advisory Group Advisory Services Bloomington, Minnesota	$8K	+$9.84K	1	0.01%	New
650	EWM Edge Wealth Management New York	$8K	$0	1	0%	Maintained