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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
1976	CWM Core Wealth Management Jupiter, Florida	$219K	$0	1	0.09%	Maintained
1977	IAS Investment Advisory Services The Woodlands, Texas	$219K	-$58.2K	1	0.08%	Reduced
1978	PFGIA Patriot Financial Group Insurance Agency Westborough, Massachusetts	$219K	+$227K	1	0.03%	New
1979	BWA BlueSky Wealth Advisors New Bern, North Carolina	$218K	$0	1	0.03%	Maintained
1980	CWM Copia Wealth Management Bend, Oregon	$218K	+$227K	1	0.21%	New
1981	CIAM Caitong International Asset Management Hong Kong	$218K	+$226K	1	0.21%	New
1982	GAM Gemmer Asset Management Walnut Creek, California	$218K	$0	1	0.02%	Maintained
1983	HNWAG High Net Worth Advisory Group Naples, Florida	$217K	$0	1	0.06%	Maintained
1984	PAM Peak Asset Management Louisville, Colorado	$216K	$0	1	0.04%	Maintained
1985	FWA FSM Wealth Advisors Cleveland, Ohio	$216K	+$230K	1	0.05%	New
1986	Krane Funds Advisors New York	$216K	+$224K	1	0.01%	New
1987	Associated Banc-Corp Green Bay, Wisconsin	$215K	+$224K	1	0.01%	New
1988	NFG Nadler Financial Group Deerfield, Illinois	$214K	-$2.27K	1	0.02%	Reduced
1989	AWG Altus Wealth Group Colorado Springs, Colorado	$214K	+$222K	1	0.09%	New
1990	SFI SPC Financial Inc Rockville, Maryland	$214K	+$222K	1	0.02%	New
1991	FWM FSA Wealth Management Needham, Massachusetts	$214K	-$81.6K	1	0.09%	Reduced
1992	IA Intellus Advisors Naples, Florida	$214K	+$222K	1	0.04%	New
1993	Pure Financial Advisors San Diego, California	$214K	+$222K	1	0%	New
1994	HCP Hexagon Capital Partners Rogers, Arkansas	$213K	+$43.1K	1	0.04%	Increased
1995	HKIMG Hutchens & Kramer Investment Management Group Carmel, Indiana	$213K	+$221K	1	0.12%	New
1996	CHP Cable Hill Partners Portland, Oregon	$213K	+$221K	1	0.02%	New
1997	PFC Phocas Financial Corp Alameda, California	$213K	+$221K	1	0.03%	New
1998	RFA Resurgent Financial Advisors Atlanta, Georgia	$213K	-$2.83K	1	0.13%	Reduced
1999	PCS Personal CFO Solutions Chester, New Jersey	$213K	+$221K	1	0.04%	New
2000	GLA Good Life Advisors Reading, Pennsylvania	$212K	-$58.8K	1	0.02%	Reduced