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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
2276	CTWM Cherry Tree Wealth Management Minnetonka, Minnesota	$4.78K	$0	1	0%	Maintained
2277	ETS ESL Trust Services Rochester, New York	$4.78K	$0	1	0%	Maintained
2278	CAM Chesapeake Asset Management New York	$4.78K	-$370	1	0%	Reduced
2279	DPW DiNuzzo Private Wealth Beaver, Pennsylvania	$4.44K	$0	1	0%	Maintained
2280	JGIA Jackson Grant Investment Advisers Stamford, Connecticut	$4.09K	$0	1	0%	Maintained
2281	WestEnd Advisors Charlotte, North Carolina	$3.58K	+$3.14K	1	0%	Increased
2282	PWA Principia Wealth Advisory Dallas, Texas	$3.46K	+$555	1	0%	Increased
2283	BCH Berkshire Capital Holdings San Jose, California	$3.41K	$0	1	0%	Maintained
2284	PG Proffitt & Goodson Knoxville, Tennessee	$3.41K	$0	1	0%	Maintained
2285	PS PayPay Securities Tokyo, Japan	$3.1K	+$185	1	0.18%	Increased
2286	KIG Kessler Investment Group Columbus, Indiana	$2.39K	+$2.59K	1	0%	New
2287	PA Pineridge Advisors St. Charles, Missouri	$2.39K	+$2.59K	1	0%	New
2288	TCM TD Capital Management Memphis, Tennessee	$2.39K	$0	1	0%	Maintained
2289	BFS Bare Financial Services Gap, Pennsylvania	$2.22K	+$2.4K	1	0%	New
2290	LWANC Laurel Wealth Advisors (North Carolina) Charlotte, North Carolina	$1.71K	+$1.85K	1	0%	New
2291	CWM Centricity Wealth Management Westerville, Ohio	$1.71K	$0	1	0%	Maintained
2292	MAS MPWM Advisory Solutions Alpharetta, Georgia	$1.71K	$0	1	0%	Maintained
2293	HHGA Halbert Hargrove Global Advisors Long Beach, California	$1.56K	+$1.66K	1	0%	New
2294	RWPA Richard W. Paul & Associates Novi, Michigan	$1.36K	-$18.5K	1	0%	Reduced
2295	BI Binnacle Investments Urbandale, Iowa	$1.02K	+$1.11K	1	0%	New
2296	DFA DHJJ Financial Advisors Naperville, Illinois	$1.02K	$0	1	0%	Maintained
2297	FGAM Financial Gravity Asset Management Lakeway, Texas	$1.02K	+$1.11K	1	0%	New
2298	GCS Gordian Capital (Singapore) Singapore	$1.02K	-$462K	1	0%	Reduced
2299	NWM Navigoe Wealth Management Redondo Beach, California	$1K	$0	1	0%	Maintained
2300	HFS Horizon Financial Services Winston Salem, North Carolina	$853	+$925	1	0%	New