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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
651	RFA Reilly Financial Advisors La Mesa, California	$8K	-$11.3M	1	0%	Reduced
652	SIM Sonora Investment Management Tucson, Arizona	$8K	$0	1	0%	Maintained
653	TD Ameritrade Investment Management Omaha, Nebraska	$8K	-$1.68K	1	0%	Reduced
654	BCA Berman Capital Advisors Atlanta, Georgia	$7K	-$1.05K	1	0%	Reduced
655	LC Lindbrook Capital Calabasas, California	$7K	-$1.89K	1	0%	Reduced
656	Orion Portfolio Solutions Omaha, Nebraska	$7K	-$11.9K	1	0%	Reduced
657	Ancora Advisors Cleveland, Ohio	$6K	$0	1	0%	Maintained
658	EARNEST Partners Atlanta, Georgia	$6K	$0	1	0%	Maintained
659	FCM Firestone Capital Management Coral Gables, Florida	$5K	-$6.28K	1	0%	Reduced
660	FWM FSA Wealth Management Needham, Massachusetts	$5K	$0	1	0%	Maintained
661	MSFP Mark Sheptoff Financial Planning Glastonbury, Connecticut	$5K	$0	1	0%	Maintained
662	OFG OmniStar Financial Group Wilmington, North Carolina	$5K	+$6.28K	1	0%	New
663	Arkadios Wealth Advisors Atlanta, Georgia	$4.92K	-$70.4K	1	0%	Reduced
664	DAM Delta Asset Management Memphis, Tennessee	$4K	$0	1	0%	Maintained
665	OC Oakworth Capital Birmingham, Alabama	$4K	-$29.3K	1	0%	Reduced
666	BWP Baldwin Wealth Partners Marion, Massachusetts	$3K	$0	1	0%	Maintained
667	BFC Bedel Financial Consulting Indianapolis, Indiana	$3K	$0	1	0%	Maintained
668	Brown Brothers Harriman & Co New York	$3K	-$4.82K	1	0%	Reduced
669	JCM Jacobi Capital Management Pittston, Pennsylvania	$3K	$0	1	0%	Maintained
670	MAM Meeder Asset Management Dublin, Ohio	$3K	-$345K	1	0%	Reduced
671	MUFG Americas New York	$3K	$0	1	0%	Maintained
672	Advisory Alpha Holland, Michigan	$2.5K	-$31.4K	1	0%	Reduced
673	ED Exane Derivatives Paris, France	$2.46K	$0	1	0%	Maintained
674	ATC Adirondack Trust Company Saratoga Springs, New York	$2K	$0	1	0%	Maintained
675	BAM Barrett Asset Management New York	$2K	$0	1	0%	Maintained