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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
1226	MFT Moisand Fitzgerald Tamayo Orlando, Florida	$50.2K	$0	1	0.01%	Maintained
1227	Blue Trust Inc Alpharetta, Georgia	$47K	+$36.5K	1	0%	Increased
1228	C Covestor London, United Kingdom	$46K	+$25.9K	1	0.04%	Increased
1229	AWM Accurate Wealth Management Wesley Chapel, Florida	$44K	+$52.7K	1	0.02%	New
1230	MassMutual Private Wealth & Trust Windsor, Connecticut	$44K	-$1.61K	1	0%	Reduced
1231	FCG Financial Connections Group Corte Madera, California	$43K	$0	1	0.03%	Maintained
1232	CP Castleview Partners Dallas, Texas	$42.7K	$0	1	0.04%	Maintained
1233	KFS Kelly Financial Services Braintree, Massachusetts	$41.9K	$0	1	0.02%	Maintained
1234	R Rebalance Palo Alto, California	$41.9K	+$48.2K	1	0%	New
1235	BWA BDO Wealth Advisors Jacksonville, Florida	$41K	$0	1	0.01%	Maintained
1236	Larson Financial Group St Louis, Missouri	$40.6K	+$10.1K	1	0%	Increased
1237	MS Madden Securities Dallas, Texas	$40.5K	+$46.6K	1	0.02%	New
1238	IFAM Institutional & Family Asset Management Fort Collins, Colorado	$39.5K	-$12.4K	1	0.01%	Reduced
1239	CPG Cornerstone Planning Group Fairfield, New Jersey	$38.6K	+$44K	1	0.02%	New
1240	QL Quarry LP New York	$38.5K	+$44.3K	1	0.01%	New
1241	CYG Clean Yield Group Norwich, Vermont	$36.4K	-$1.93K	1	0.02%	Reduced
1242	BIA Bell Investment Advisors Oakland, California	$35K	+$321	1	0.01%	Increased
1243	BONH Bank of New Hampshire Laconia, New Hampshire	$35K	$0	1	0.01%	Maintained
1244	JGIA Jackson Grant Investment Advisers Stamford, Connecticut	$34.7K	$0	1	0.02%	Maintained
1245	FPFS First Personal Financial Services Charlotte, North Carolina	$33.5K	-$14K	1	0.01%	Reduced
1246	Catalyst Capital Advisors Huntington, New York	$32.9K	-$321	1	0%	Reduced
1247	RBC Romano Brothers & Co Evanston, Illinois	$32.8K	+$37.7K	1	0.01%	New
1248	JFG JDM Financial Group Austin, Texas	$31.8K	+$36.6K	1	0.03%	New
1249	TCWA Ten Capital Wealth Advisors Spokane, Washington	$31.4K	+$12K	1	0.01%	Increased
1250	AP Atwood & Palmer Kansas City, Missouri	$31.4K	$0	1	0%	Maintained