Sentinels / Actor desk
Wealth Private Client Group
organization · Registry status: unverified
8be520b4-8cb3-5169-9226-c53b68bb84c6
Evidence, not intent.
Public-source event mentions and stored signals. Adjacency does not establish causation, coordination, or an actor's position.
No claim of complete coverage or live monitoring.
Observation window
UTC dates, inclusive · maximum 90 days. Applies to events and anomalies only.
Recent observations / timeline
The source record
111 distinct events shown, newest first. Headlines may be generated summaries; inspect the source before repeating a claim.
Strive (NASDAQ:ASST) Stock Price Crosses Below 50-Day Moving Average – Time to Sell?
Gray Private Wealth LLC Purchases 13,264 Shares of Walmart Inc. $WMT
Raymond James (RJF) Q4 2026 Earnings Call Transcript - AOL
Raymond James (RJF) Q4 2026 Earnings Call Transcript | The Motley Fool
Raymond James Q4 2026: EPS Beats Expectations on Record Recruiting
Ryder System (NYSE:R) Sets New 1-Year High Following Analyst Upgrade
Cairn Homes Plc: Holding(s) in Company
Your Portfolio Is Probably Up, But Experts Warn That Could Be Setting You Up for a Rough Retirement - AOL
BJ’s Wholesale Club (NYSE:BJ) Sets New 12-Month High – Here’s Why
Hartford Municipal Opportunities ETF $HMOP Stock Position Lowered by Legacy Wealth Management LLC
20,188 Invesco PHLX Semiconductor ETF $SOXQ Shares Acquired by Capital Investment Advisors LLC
ProShares Ultra Gold (NYSEARCA:UGL) Sets New 12-Month Low – Should You Sell?
Holding(s) in Company | Company Announcement | Investegate
Sage Private Wealth Group LLC Purchases New Position in Fidelity Total Bond ETF $FBND
Capital Group Dividend Value ETF $CGDV Stock: Sage Private Wealth Group LLC Lowers Position
4,055 Motorola Solutions, Inc. $MSI Shares Sold by Lmcg Investments LLC
18,686 Shares in Copart, Inc. $CPRT Acquired by Sage Private Wealth Group LLC
Sage Private Wealth Group LLC Makes New Investment in Capital One Financial Corporation $COF
Woodward Diversified Capital LLC Acquires 52,817 Shares of First Trust WCM International Equity ETF $WCMI
Vest Financial LLC Acquires 87,147 Shares of Expedia Group, Inc. $EXPE
Sage Private Wealth Group LLC Buys 1,548 Shares of UnitedHealth Group Incorporated $UNH
Netflix, Inc. $NFLX Shares Purchased by Foster Victor Wealth Advisors LLC
iShares Core S&P Mid-Cap ETF $IJH Stock Sold by Crescent Grove Advisors LLC
Variant Private Wealth LLC Makes New $2.71 Million Investment in Direxion Daily Semiconductors Bull 3X ETF $SOXL
50,327 Shares of ProShares UltraPro QQQ $TQQQ Acquired by Variant Private Wealth LLC
PLDT (NYSE:PHI) Shares Down 3.7% – Here’s What Happened
Piper Sandler Has Lowered Expectations for Wintrust Financial (NASDAQ:WTFC) Stock Price
Goldman Sachs Access U.S. Aggregate Bond ETF $GCOR Shares Newly Purchased by Sowell Financial Services LLC
SPDR Bloomberg Investment Grade Floating Rate ETF $FLRN Stock Purchased by Sowell Financial Services LLC
Axecap Investments LLC Makes New $2.09 Million Investment in Expedia Group, Inc. $EXPE
Palo Alto Networks, Inc. $PANW Shares Sold by Axecap Investments LLC
Seed Wealth Management Inc. Sells 10,424 Shares of Schwab Fundamental International Small Equity ETF $FNDC
Avidity Biosciences, Inc. (NASDAQ:RNA) Stock Has Consensus Target Price of $63.75
iShares U.S. Utilities ETF $IDU Stock Acquired by TD Waterhouse Canada Inc.
ETMarkets Smart Talk | Investors want more than trading apps; they want a partner in their wealth journey: Shripal Shah
Peapack Private Appoints Edward A. McGorry as Senior Managing Director, Client Advisor
Formuepleje A S Acquires New Position in Brookfield Corporation $BN
Meta Platforms, Inc. $META Shares Newly Acquired by Q Fund Management Hong Kong Ltd
SPDR Portfolio Developed World ex-US ETF $SPDW Holdings Boosted by Truefg LLC
BlackRock $BLK Stock: Covenant Asset Management LLC Increases Holdings
Tenon Financial LLC Purchases New Holdings in Tesla, Inc. $TSLA
Costco Wholesale Corporation $COST Stock: West Wealth Group LLC Grows Holdings
Invesco QQQ $QQQ Stock Purchased by Fortitude Family Office LLC
Vanguard Intermediate-Term Corporate Bond ETF $VCIT Stock Bought by Fortune 45 LLC
Meridian Investment Counsel Inc. Sells 1,227 Shares of SPDR S&P MidCap 400 ETF Trust $MDY
Cloudflare, Inc. $NET Holdings Trimmed by Western Financial Corp CA
Sachem Hill LLC Acquires 210,062 Shares of Dimensional International Small Cap Value ETF $DISV
Dimensional International Core Equity 2 ETF $DFIC Stock Holdings Lowered by RCS Financial Planning LLC
Invesco QQQ (NASDAQ:QQQ) Shares Down 2% – What’s Next?
Insider Selling: Credo Technology Group (NASDAQ:CRDO) CTO Sells 3,790 Shares of Company Stock
Credo Technology Group (NASDAQ:CRDO) Stock Falls 9.6% After Insider Selling
Invesco QQQ $QQQ Stock: Three Magnolias Financial Advisors LLC Trims Position
Vanguard FTSE Developed Markets ETF $VEA Position Raised by Navigate Wealth Management LLC
Tesla, Inc. $TSLA Stake Lessened by Thurston Springer Miller Herd & Titak Inc.
Guardian Wealth Management LLC Sells 16,454 Shares of Dimensional U.S. Targeted Value ETF $DFAT
JPMorgan Ultra-Short Municipal ETF $JMST Shares Bought by Aspen Wealth Management LLC
Generate Investment Management Ltd Sells 35,629 Shares of Lam Research Corporation $LRCX
19,172 Shares of Dimensional International Small Cap Value ETF $DISV Acquired by Firethorn Wealth Partners LLC
iShares Core S&P 500 ETF $IVV Shares Bought by XY Planning Network Inc.
Truist Financial Begins Coverage on Entegris (NASDAQ:ENTG)
Dimensional Emerging Markets Core Equity 2 ETF $DFEM Stock: Foundation Wealth Management LLC PA Boosts Holdings
Dimensional International Small Cap Value ETF $DISV Shares Newly Purchased by Shotwell Rutter Baer Inc
ASK Capital Investment Managers LLC Makes New Investment in Taiwan Semiconductor Manufacturing Company Ltd. $TSM
Tesla, Inc. $TSLA Stock Bought by Signal Advisors Wealth LLC
AppLovin (NASDAQ:APP) Shares Acquired by Rep. Gilbert Ray Cisneros, Jr.
SPDR Gold Shares $GLD Stock: Signal Advisors Wealth LLC Raises Stake
Costco Wholesale Corporation $COST Stock: Signal Advisors Wealth LLC Boosts Holdings
Vanguard Small-Cap ETF $VB Stock Sold by Twele Capital Management Inc.
Vanguard FTSE Developed Markets ETF $VEA Stock Acquired by Verus Wealth Management LLC
Vanguard Intermediate-Term Corporate Bond ETF $VCIT Stock: 21 West Wealth Management LLC Lowers Position
First Financial Corp IN Makes New Investment in Vanguard Materials ETF $VAW
Forvis Mazars Wealth Advisors LLC Makes New Investment in iShares MSCI EAFE Small-Cap ETF $SCZ
Forvis Mazars Wealth Advisors LLC Sells 7,575,806 Shares of Dimensional International Value ETF $DFIV
Downshift Financial LLC Acquires 11,838 Shares of Vanguard Total International Stock ETF $VXUS
Vanguard FTSE Developed Markets ETF $VEA Stock: Level Financial Advisors Cuts Holdings
Invesco QQQ $QQQ Stock: Refined Wealth Management Raises Position
24,578 SPDR Portfolio Emerging Markets ETF $SPEM Shares Sold by Avior Wealth Management LLC
12,165 SPDR Bloomberg 1-3 Month T-Bill ETF $BIL Shares Acquired by JGP Wealth Management LLC
First Trust Core Investment Grade ETF (NYSEARCA:FTCB) Shares Shorted: Short Interest Up 362.4% in September
Taiwan Semiconductor Manufacturing (NYSE:TSM) Shares Down 1.9% – What’s Next?
JAKKS Pacific (NASDAQ:JAKK) Share Price Crosses Above 200 Day Moving Average – Here’s Why
Stellus Capital Investment (NYSE:SCM) Stock Breaks Below 200-Day Moving Average – Here’s Why
Invesco QQQ $QQQ Stock Sold by Thryve Wealth Management LLC
iShares Global Utilities ETF (NYSEARCA:JXI) Stock Short Interest Rises 1,988.5%
Credo Technology Group (NASDAQ:CRDO) Shares Climb 2.2% – Still a Buy?
iShares U.S. Pharmaceuticals ETF $IHE Holdings Lifted by Cadent Capital Advisors LLC
147,511 Shares in ProShares UltraPro QQQ $TQQQ Purchased by Turner Capital Investments LLC
Vanguard Small-Cap ETF $VB Shares Sold by Cadent Capital Advisors LLC
Holding(s) in Company | Company Announcement | Investegate
Vanguard Small-Cap ETF $VB Stock Acquired by Sapient Capital LLC
Lam Research Corporation $LRCX Stock Sold by Professional Advisory Services Inc.
Dimensional International Value ETF $DFIV Shares Sold by Factor Wealth Management LTD
Costco Wholesale Corporation $COST Stock Purchased by Sapient Capital LLC
iShares Core S&P 500 ETF $IVV Stock Sold by Gradient Investments LLC
Meta Platforms, Inc. $META Stock Sold by Gradient Investments LLC
iShares Core S&P 500 ETF $IVV Stock Position Increased by YHB Investment Advisors Inc.
Peterson Wealth Advisors LLC Increases Position in Dimensional Emerging Markets Core Equity 2 ETF $DFEM
Avidian Wealth Enterprises LLC Makes New Investment in iShares Core S&P Mid-Cap ETF $IJH
Titleist Asset Management LLC Reduces Stock Position in Vanguard Small-Cap ETF $VB
Tesla, Inc. $TSLA Stock Purchased by Quintet Private Bank Europe S.A.
Grab (NASDAQ:GRAB) Stock: Insider Chin Yin Ong Sells 38,000 Shares
KFA Private Wealth Group LLC Increases Stock Holdings in Vanguard Mid-Cap ETF $VO
Investors Research Corp Buys 875 Shares of iShares Core S&P 500 ETF $IVV
24,360 Shares in Vanguard Russell 1000 Growth ETF $VONG Acquired by Steph & Co.
Canandaigua National Bank & Trust Co. Buys 123,095 Shares of iShares Core U.S. REIT ETF $USRT
iShares Core S&P 500 ETF $IVV Stock Purchased by SigFig Wealth Management LLC
Kotak Securities rebrands retail arm as Kotak Neo, eyes unified wealth play
MFA Financial (NYSE:MFA) Sets New 1-Year Low – What’s Next?
Tesla, Inc. $TSLA Stock Bought by Congress Asset Management Co.
1,220 Shares of iShares Core S&P 500 ETF $IVV Bought by Horizons Wealth Management
BlackRock (NYSE:BLK) Stock Has Average Target Price of $1,308.06 According to Brokerages
Signals to inspect
Anomalies
Latest 10 in the selected window (up to 10). Detector output, not verified conclusions.
New connection: 22 previously unseen co-actor(s) detected (known network: 148)
Volume spike: 2 events in window (2.0x baseline of 1.0 expected)
New connection: 5 previously unseen co-actor(s) detected (known network: 144)
Tone shift: score 6.3 deviates 4.5σ from baseline mean 1.8 (stddev 1.00)
New connection: 9 previously unseen co-actor(s) detected (known network: 259)
New connection: 2 previously unseen co-actor(s) detected (known network: 258)
Volume spike: 2 events in window (2.0x baseline of 1.0 expected)
New connection: 6 previously unseen co-actor(s) detected (known network: 253)
Volume spike: 7 events in window (7.0x baseline of 1.0 expected)
Narrative context
Unresolved threads
Latest 20 at most, across all dates. Stored narratives require human review.
No unresolved threads recorded.
Stored connections
Relationships
Up to 50 records ordered by evidence count, across all dates. Co-mentions indicate association in source material, not affiliation or coordination.
- Wealth Private Client Group→ co mention →Securities and Exchange Commission1348 evidence records
- Wealth Private Client Group→ co mention →Nasdaq634 evidence records
- Wealth Private Client Group→ co mention →United States Senate563 evidence records
- Zacks Research→ co mention →Wealth Private Client Group534 evidence records
- Ae Wealth Management→ co mention →Wealth Private Client Group527 evidence records
- Wealth Private Client Group→ co mention →Geode Capital Management502 evidence records
- Morgan Stanley→ co mention →Wealth Private Client Group484 evidence records
- JPMorgan Chase→ co mention →Wealth Private Client Group477 evidence records
- Citigroup→ co mention →Wealth Private Client Group473 evidence records
- Barclays→ co mention →Wealth Private Client Group461 evidence records
- Laurel Wealth Advisors→ co mention →Wealth Private Client Group428 evidence records
- Wealth Private Client Group→ co mention →Cheetah Mobile Company Profile422 evidence records
- Analysts At Wells Fargo Company→ co mention →Wealth Private Client Group418 evidence records
- Wealth Private Client Group→ co mention →Goldman Sachs Group Inc344 evidence records
- Wealth Private Client Group→ co mention →York To Royal Bank337 evidence records
- Wealth Private Client Group→ co mention →Invesco273 evidence records
- Wealth Private Client Group→ co mention →Group On Financial242 evidence records
- Wealth Private Client Group→ co mention →Intech Investment Management231 evidence records
- Investment Advisors→ co mention →Wealth Private Client Group231 evidence records
- Mercer Global Advisors Inc→ co mention →Wealth Private Client Group224 evidence records
- Key Stories Impacting Jefferies Financial Group→ co mention →Wealth Private Client Group214 evidence records
- Stifel Nicolaus→ co mention →Wealth Private Client Group214 evidence records
- Wealth Private Client Group→ co mention →Advisory Services Network213 evidence records
- Caitong International Asset Management Co→ co mention →Wealth Private Client Group213 evidence records
- Wealth Private Client Group→ co mention →Raymond James Financial Inc204 evidence records
- Wealth Private Client Group→ co mention →Team America194 evidence records
- Needham Company→ co mention →Wealth Private Client Group190 evidence records
- Piper Sandler Companies→ co mention →Wealth Private Client Group178 evidence records
- Keycorp→ co mention →Wealth Private Client Group171 evidence records
- Wealth Private Client Group→ co mention →Threadneedle Asset Management163 evidence records
- Wealth Private Client Group→ co mention →Deutsche Bank Aktiengesellschaft Trading163 evidence records
- Georges Bank→ co mention →Wealth Private Client Group161 evidence records
- Wealth Private Client Group→ co mention →Banks Holdings149 evidence records
- Wealth Private Client Group→ co mention →Holdings Channel148 evidence records
- Cantor Fitzgerald→ co mention →Wealth Private Client Group145 evidence records
- Wolfe Research Fintech Forum→ co mention →Wealth Private Client Group120 evidence records
- Scotiabank→ co mention →Wealth Private Client Group118 evidence records
- Arthur Stevens Asset Management→ co mention →Wealth Private Client Group115 evidence records
- Wealth Private Client Group→ co mention →Vanguard Group Inc110 evidence records
- Pinnacle Financial Partners→ co mention →Wealth Private Client Group103 evidence records
- Paribas Exane→ co mention →Wealth Private Client Group88 evidence records
- Sorce Advisory→ co mention →Wealth Private Client Group86 evidence records
- Wealth Private Client Group→ co mention →News Ratings For Pinewood Technologies Group Daily85 evidence records
- Capital Partners→ co mention →Wealth Private Client Group84 evidence records
- Capital Planning→ co mention →Wealth Private Client Group82 evidence records
- Analyst Recommendations For Alamo Group→ co mention →Wealth Private Client Group80 evidence records
- Wealth Private Client Group→ co mention →Gagnon Securities79 evidence records
- Roth Mkm→ co mention →Wealth Private Client Group78 evidence records
- Topco Ltd→ co mention →Wealth Private Client Group78 evidence records
- Wealth Private Client Group→ co mention →Advisors Of Northwestern Mutual Wealth Management Company75 evidence records