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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
726	CFA Carroll Financial Associates Charlotte, North Carolina	$36K	$0	1	0%	Maintained
727	1W 1776 Wealth Atlanta, Georgia	$34K	+$34K	1	0.03%	New
728	AF Advisornet Financial Minnetonka, Minnesota	$34K	-$35.2K	1	0%	Reduced
729	IFAM Institutional & Family Asset Management Fort Collins, Colorado	$32K	+$1.59K	1	0.01%	Increased
730	WCM Wealthcare Capital Management Richmond, Virginia	$31K	+$2.27K	1	0%	Increased
731	CAW Cornerstone Advisors (Washington) Bellevue, Washington	$30K	-$51.1K	1	0%	Reduced
732	LWM Liberty Wealth Management Oakland, California	$30K	+$454	1	0.02%	Increased
733	AA Argent Advisors Monroe, Louisiana	$29K	+$27.7K	1	0.02%	New
734	FANJ Financial Architects (New Jersey) Marlton, New Jersey	$29K	$0	1	0.01%	Maintained
735	CB Community Bank Dewitt, New York	$28K	$0	1	0%	Maintained
736	MFT Moisand Fitzgerald Tamayo Orlando, Florida	$28K	$0	1	0.01%	Maintained
737	KFS Kelly Financial Services Braintree, Massachusetts	$27.1K	$0	1	0.02%	Maintained
738	AssetMark Inc Concord, California	$26K	-$21.8K	1	0%	Reduced
739	HWM Howard Wealth Management Madison, Connecticut	$25K	+$25K	1	0.02%	New
740	Penserra Capital Management Orinda, California	$24K	+$6.81K	1	0%	Increased
741	CP Corbenic Partners Bethlehem, Pennsylvania	$23K	+$22.9K	1	0.02%	New
742	NSIM North Star Investment Management Chicago, Illinois	$23K	$0	1	0%	Maintained
743	SFPG Stonebridge Financial Planning Group Orlando, Florida	$23K	+$22.7K	1	0.02%	New
744	TFGT TS Financial Group (TSFG) Lake Forest, Illinois	$23K	$0	1	0.02%	Maintained
745	VRM Vectors Research Management New York	$23K	+$22.7K	1	0.01%	New
746	Orion Portfolio Solutions Omaha, Nebraska	$22K	+$22K	1	0%	New
747	SL Savior LLC Wellesley Hills, Massachusetts	$21K	+$20.9K	1	0.03%	New
748	SBL Sargent Bickham Lagudis Boulder, Colorado	$20K	$0	1	0%	Maintained
749	CCA Column Capital Advisors Indianapolis, Indiana	$18K	+$17.9K	1	0.01%	New
750	FIB First Interstate Bank Billings, Montana	$17K	-$2.27K	1	0%	Reduced