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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
776	JWM Jeppson Wealth Management Manhattan Beach, California	$943K	-$44.3K	1	0.43%	Reduced
777	IAIM International Assets Investment Management Orlando, Florida	$942K	+$187K	1	0.2%	Increased
778	PWP Pursue Wealth Partners Clayton, California	$939K	+$406K	1	0.68%	Increased
779	Prudential plc London, England, United Kingdom	$938K	+$103K	1	0.01%	Increased
780	SRC Stone Run Capital New York	$938K	$0	1	0.51%	Maintained
781	AIM Aigen Investment Management New York	$932K	-$4.27M	1	0.13%	Reduced
782	Tidal Investments Milwaukee, Wisconsin	$927K	+$15.4K	1	0.04%	Increased
783	NL Navalign LLC Encino, California	$926K	+$40K	1	0.42%	Increased
784	HM Payson & Co Portland, Maine	$920K	+$40K	1	0.03%	Increased
785	Shell Asset Management The Hague, Netherlands	$916K	+$529K	1	0.04%	Increased
786	GTAM Global Trust Asset Management West Palm Beach, Florida	$911K	-$5.89K	1	0.48%	Reduced
787	Flagship Harbor Advisors Boston, Massachusetts	$910K	-$16.5K	1	0.11%	Reduced
788	Moors & Cabot Boston, Massachusetts	$910K	+$52K	1	0.07%	Increased
789	IA IAM Advisory Easton, Pennsylvania	$909K	+$37.9K	1	0.38%	Increased
790	Koshinski Asset Management Decatur, Illinois	$909K	-$6.24K	1	0.11%	Reduced
791	Prospera Financial Services Dallas, Texas	$907K	-$1.88M	1	0.05%	Reduced
792	BWM BigSur Wealth Management Miami, Florida	$902K	-$260K	1	0.46%	Reduced
793	ZCM Zenyatta Capital Management Dover, Delaware	$901K	+$953K	1	0.52%	New
794	Kistler-Tiffany Companies Berwyn, Pennsylvania	$893K	+$21.3K	1	0.2%	Increased
795	Avitas Wealth Management Los Angeles, California	$884K	+$935K	1	0.2%	New
796	GG Golden Green Seneca, South Carolina	$882K	+$165K	1	0.95%	Increased
797	Valeo Financial Advisors Carmel, Indiana	$880K	+$206K	1	0.06%	Increased
798	Meiji Yasuda Asset Management Tokyo, Japan	$876K	-$77.9K	1	0.05%	Reduced
799	SWRP Summit Wealth & Retirement Planning San Ramon, California	$864K	-$520	1	0.34%	Reduced
800	FA FDx Advisors Chicago, Illinois	$863K	-$153K	1	0.04%	Reduced