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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
1451	RAG RIA Advisory Group Des Moines, Iowa	$310K	+$4.83M	1	0.13%	New
1452	CWC Carolinas Wealth Consulting Charlotte, North Carolina	$308K	+$26.7K	1	0.07%	Increased
1453	MFS McNamara Financial Services Marshfield, Massachusetts	$307K	-$15.8K	1	0.07%	Reduced
1454	BIA Beacon Investment Advisors Gaithersburg, Maryland	$306K	+$278K	1	0.2%	New
1455	Fifth Third Wealth Advisors Cincinnati, Ohio	$305K	$0	1	0.1%	Maintained
1456	VP Verum Partners Charlotte, North Carolina	$304K	$0	1	0.12%	Maintained
1457	CP Canopy Partners Cincinnati, Ohio	$304K	+$275K	1	0.19%	New
1458	WMP Wealth Management Partners Tucson, Arizona	$303K	$0	1	0.17%	Maintained
1459	CCP Clarity Capital Partners Newport Beach, California	$303K	+$274K	1	0.21%	New
1460	PWMAG Pinnacle Wealth Management Advisory Group Red Bank, New Jersey	$302K	+$274K	1	0.04%	New
1461	PWP Private Wealth Partners Mill Valley, California	$302K	$0	1	0.03%	Maintained
1462	Fort Washington Investment Advisors Cincinnati, Ohio	$301K	+$273K	1	0%	New
1463	WPWM Western Pacific Wealth Management Lake Forest, Illinois	$297K	+$6.15K	1	0.22%	Increased
1464	CA Cornerstone Advisory Hunt Valley, Maryland	$297K	+$269K	1	0.05%	New
1465	FCM Fourpath Capital Management Oklahoma City, Oklahoma	$297K	-$24.1K	1	0.2%	Reduced
1466	CPW Catalyst Private Wealth San Mateo, California	$295K	+$1.87K	1	0.14%	Increased
1467	ICP Interchange Capital Partners Pittsburgh, Pennsylvania	$295K	-$23.3K	1	0.22%	Reduced
1468	LD Lipe & Dalton Syracuse, New York	$295K	$0	1	0.16%	Maintained
1469	ONGA O'Neil Global Advisors Los Angeles, California	$295K	-$2.89M	1	0.17%	Reduced
1470	JWM Jessup Wealth Management Dayton, Ohio	$295K	$0	1	0.15%	Maintained
1471	RBF Capital San Francisco, California	$295K	$0	1	0.02%	Maintained
1472	SICM Sustainable Insight Capital Management New York	$295K	+$267K	1	0.24%	New
1473	CCIA Cherry Creek Investment Advisors Englewood, Colorado	$291K	+$4.28K	1	0.18%	Increased
1474	LAM L2 Asset Management Wayland, Massachusetts	$290K	+$247K	1	0.12%	Increased
1475	RRA Round Rock Advisors Wilton, Connecticut	$290K	-$267	1	0.07%	Reduced