2653 monitored
← Actor desksRead-only · existing recordsClassic graph view ↗

Sentinels / Actor desk

Retirement Planning Co

organization · Registry status: unverified

db521c8a-4c9f-5872-ae6c-22c9c2dda3d0

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

116 distinct events shown, newest first. Headlines may be generated summaries; inspect the source before repeating a claim.

  1. Caterpillar (NYSE:CAT) Stock Gets Price Target Cut from Freedom Broker

    Recorded role: co mention · ENV_NATURALGAS

    Open source ↗
  2. Hartford Municipal Opportunities ETF (NYSEARCA:HMOP) Stock Short Interest Report for October

    Recorded role: co mention · TAX_FNCACT_ANALYST

    Open source ↗
  3. Franklin FTSE Asia ex Japan ETF (NYSEARCA:FLAX) Shares Shorted: Short Interest Up 75.9% in October

    Recorded role: co mention · TAX_FNCACT_ANALYST

    Open source ↗
  4. iShares Gold Trust $IAU Shares Acquired by VCI Wealth Management LLC

    Recorded role: co mention · WB_698_TRADE

    Open source ↗
  5. Abrdn Global Infrastructure Income Fund (NYSE:ASGI) Stock Crosses Above 50 Day Moving Average – Should You Sell?

    Recorded role: co mention · WB_698_TRADE

    Open source ↗
  6. Willis Towers Watson Public (NASDAQ:WTW) Stock Price Target Cut by Robert W. Baird

    Recorded role: co mention · EPU_ECONOMY_HISTORIC

    Open source ↗
  7. Touchstone Securitized Income ETF (NYSEARCA:TSEC) Sees Significant Drop in Short Interest

    Recorded role: co mention · ECON_STOCKMARKET

    Open source ↗
  8. Morgan Stanley Issues Positive Forecast for Colgate-Palmolive (NYSE:CL) Stock Price

    Recorded role: co mention · TAX_FNCACT_INSIDER

    Open source ↗
  9. DA Davidson Issues Pessimistic Forecast for Caterpillar (NYSE:CAT) Stock Price

    Recorded role: co mention · TAX_FNCACT_CEO

    Open source ↗
  10. iShares Core S&P 500 ETF $IVV Holdings Increased by Partners Wealth Management LLC

    Recorded role: co mention · ECON_STOCKMARKET

    Open source ↗
  11. Outlook Wealth Advisors LLC Purchases 981 Shares of iShares Core S&P 500 ETF $IVV

    Recorded role: co mention · TAX_FNCACT_ANALYST

    Open source ↗
  12. ProShares Ultra QQQ (NYSEARCA:QLD) Sees Large Growth in Short Interest

    Recorded role: co mention · TAX_FNCACT_ANALYST

    Open source ↗
  13. Touchstone Securitized Income ETF (NYSEARCA:TSEC) Shares Shorted: Short Interest Down 41.7% in October

    Recorded role: co mention · TAX_FNCACT_ANALYST

    Open source ↗
  14. 132,187 Shares in Vanguard Core Tax-Exempt Bond ETF $VCRM Bought by Verus Financial Partners Inc.

    Recorded role: co mention · TAX_WORLDMAMMALS_BATS

    Open source ↗
  15. iShares 10-20 Year Treasury Bond ETF $TLH Stake Raised by Vise Technologies Inc.

    Recorded role: co mention · WB_698_TRADE

    Open source ↗
  16. iShares Core S&P 500 ETF $IVV Shares Acquired by Choreo LLC

    Recorded role: co mention · WB_334_EQUITY_MARKETS

    Open source ↗
  17. Centene (NYSE:CNC) Price Target Raised to $75.00

    Recorded role: co mention · MEDICAL

    Open source ↗
  18. T. Rowe Price Capital Appreciation Equity ETF (NYSEARCA:TCAF) Stock Short Interest Report for October

    Recorded role: co mention · WB_698_TRADE

    Open source ↗
  19. 77,306 iShares U.S. Telecommunications ETF $IYZ Shares Sold by VestGen Advisors LLC

    Recorded role: co mention · TAX_FNCACT_ANALYST

    Open source ↗
  20. themarketsdaily.com: Center Stage, University Of Michigan, Delaware Trust Sponsor (tax fncact analyst, econ goldprice)

    Recorded role: co mention · TAX_FNCACT_ANALYST

    Open source ↗
  21. Caterpillar Inc. (NYSE:CAT) Stock Has Consensus Price Target of $967.83

    Recorded role: co mention · TAX_FNCACT_CHIEF

    Open source ↗
  22. 77,896 Shares of Chevron Corporation $CVX Bought by NBT Bank N.A.

    Recorded role: co mention · ECON_STOCKMARKET

    Open source ↗
  23. Hartford Municipal Opportunities ETF $HMOP Stock Position Lowered by Legacy Wealth Management LLC

    Recorded role: co mention · TAX_FNCACT_ANALYST

    Open source ↗
  24. Tesla (NASDAQ:TSLA) Stock Price Down 3.1% – Should You Sell?

    Recorded role: co mention · TAX_FNCACT_INSIDERS

    Open source ↗
  25. Sumitomo Mitsui DS Asset Management Company Ltd Acquires 9,096 Shares of SpaceX $SPCX

    Recorded role: co mention · TAX_ECON_PRICE

    Open source ↗
  26. iShares Core S&P Mid-Cap ETF $IJH Shares Bought by Magnus Financial Group LLC

    Recorded role: co mention · CRISISLEX_C07_SAFETY

    Open source ↗
  27. Glj Research Reaffirms “Sell” Rating for Tesla (NASDAQ:TSLA)

    Recorded role: co mention · CRISISLEX_T11_UPDATESSYMPATHY

    Open source ↗
  28. HSBC Begins Coverage on Evergy (NASDAQ:EVRG)

    Recorded role: co mention · TAX_FNCACT_ANALYSTS

    Open source ↗
  29. Caterpillar Inc. $CAT Stake Boosted by Oakmont Investment Advisors Inc.

    Recorded role: co mention · TAX_FNCACT_EXECUTIVE

    Open source ↗
  30. 4,470 Shares of Invesco S&P 500 Momentum ETF $SPMO Bought by Retirement Planning Group LLC

    Recorded role: co mention · ECON_STOCKMARKET

    Open source ↗
  31. Lmcg Investments LLC Makes New $6.87 Million Investment in iShares MSCI Japan ETF $EWJ

    Recorded role: co mention · TAX_ETHNICITY_JAPANESE

    Open source ↗
  32. Eversource Energy $ES Stock Sold by Vest Financial LLC

    Recorded role: co mention · WB_698_TRADE

    Open source ↗
  33. Occidental Petroleum Corporation $OXY Stock Bought by Retirement Planning Group LLC

    Recorded role: co mention · WB_137_WATER

    Open source ↗
  34. 6,287 Shares in iShares MSCI Japan ETF $EWJ Purchased by Wavvest Wealth LLC

    Recorded role: co mention · WB_698_TRADE

    Open source ↗
  35. VanEck Merk Gold ETF $OUNZ Stock Holdings Reduced by USAdvisors Wealth Management LLC

    Recorded role: co mention · EPU_POLICY_FEDERAL_RESERVE

    Open source ↗
  36. 7,643 Shares of iShares 1-3 Year Treasury Bond ETF $SHY Bought by Retirement Planning Group LLC

    Recorded role: co mention · WB_696_PUBLIC_SECTOR_MANAGEMENT

    Open source ↗
  37. tickerreport.com: Advisors Inc, Retirement Planning Group, Retirement Planning Group (wb 698 trade, econ stockmarket)

    Recorded role: co mention · WB_698_TRADE

    Open source ↗
  38. 10,049 Shares of iShares Morningstar Mid-Cap Value ETF $IMCV Bought by Retirement Planning Group LLC

    Recorded role: co mention · TAX_FNCACT_ADVISERS

    Open source ↗
  39. iShares U.S. Financials ETF $IYF Shares Newly Acquired by Retirement Planning Group LLC

    Recorded role: co mention · TAX_FNCACT_REPRESENTATIVE

    Open source ↗
  40. Retirement Planning Group LLC Sells 84,356 Shares of Vanguard Ultra-Short Bond ETF $VUSB

    Recorded role: co mention · TAX_FNCACT_ANALYST

    Open source ↗
  41. Foster Victor Wealth Advisors LLC Acquires 24,408 Shares of Enbridge Inc $ENB

    Recorded role: co mention · WB_1920_FINANCIAL_SECTOR_DEVELOPMENT

    Open source ↗
  42. Big Law, Big Money, Potential for Big Mistakes

    Recorded role: co mention · USPEC_POLICY1

    Open source ↗
  43. Sterling Manor Financial LLC Acquires New Shares in Fidelity Small-Mid Multifactor ETF $FSMD

    Recorded role: co mention · ECON_STOCKMARKET

    Open source ↗
  44. Uncommon Cents Investing Inc Buys New Position in Builders FirstSource, Inc. $BLDR

    Recorded role: co mention · WB_698_TRADE

    Open source ↗
  45. Sowell Financial Services LLC Makes New $12.42 Million Investment in Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF $GSLC

    Recorded role: co mention · WB_439_MACROECONOMIC_AND_STRUCTURAL_POLICIES

    Open source ↗
  46. iShares MSCI USA Min Vol Factor ETF $USMV Shares Newly Acquired by Wealth Management Resources Inc.

    Recorded role: co mention · TAX_WORLDMAMMALS_BATS

    Open source ↗
  47. Rodgers & Associates LTD Acquires New Stake in iShares Morningstar Growth ETF $ILCG

    Recorded role: co mention · WB_698_TRADE

    Open source ↗
  48. Sowell Financial Services LLC Buys 125,928 Shares of iShares MSCI USA Min Vol Factor ETF $USMV

    Recorded role: co mention · ECON_STOCKMARKET

    Open source ↗
  49. 22,464 Shares in iShares Core U.S. Aggregate Bond ETF $AGG Bought by Retirement Planning Group LLC

    Recorded role: co mention · ECON_STOCKMARKET

    Open source ↗
  50. 6,950 iShares MSCI USA Min Vol Factor ETF $USMV Shares Sold by Provident Wealth Management LLC

    Recorded role: co mention · WB_1150_VOLATILITY

    Open source ↗
  51. Wolfe Research Issues Negative Estimate for IIPR Earnings

    Recorded role: co mention · TAX_ECON_PRICE

    Open source ↗
  52. 63,319 Shares of Schwab US Dividend Equity ETF $SCHD Acquired by Retirement Planning Group LLC

    Recorded role: co mention · EPU_ECONOMY_HISTORIC

    Open source ↗
  53. Retirement Planning Group LLC Makes New Investment in iShares Russell Mid-Cap ETF $IWR

    Recorded role: co mention · RETIREMENT

    Open source ↗
  54. Alerian MLP ETF $AMLP Stock Position Boosted by Retirement Planning Group LLC

    Recorded role: co mention · RETIREMENT

    Open source ↗
  55. 87,916 Shares in SPDR Portfolio Aggregate Bond ETF $SPAB Bought by Retirement Planning Group LLC

    Recorded role: co mention · TAX_FNCACT_INSIDER

    Open source ↗
  56. Amazon.com, Inc. $AMZN Stock: Virginia Estate & Retirement Planning Advisors Inc. Reduces Stake

    Recorded role: co mention · TAX_FNCACT_MERCHANT

    Open source ↗
  57. Invesco S&P SmallCap Momentum ETF $XSMO Stock: Provident Wealth Management LLC Lowers Stake

    Recorded role: co mention · TAX_FNCACT_INVESTOR

    Open source ↗
  58. Retirement Planning Group LLC Acquires New Holdings in iShares U.S. Telecommunications ETF $IYZ

    Recorded role: co mention · TAX_FNCACT_ANALYST

    Open source ↗
  59. Retirement Planning Group LLC Makes New $995,000 Investment in T. Rowe Price Small-Mid Cap ETF $TMSL

    Recorded role: co mention · TAX_FNCACT_INVESTOR

    Open source ↗
  60. 10,670 Shares in SPDR S&P Aerospace & Defense ETF $XAR Bought by Retirement Planning Group LLC

    Recorded role: co mention · TAX_FNCACT_INSIDER

    Open source ↗
  61. Retirement Planning Group LLC Buys 52,411 Shares of NEOS Bitcoin High Income ETF $BTCI

    Recorded role: co mention · TAX_FNCACT_INSIDER

    Open source ↗
  62. Retirement Planning Group LLC Acquires New Holdings in iShares S&P 500 BuyWrite ETF $IVVW

    Recorded role: co mention · ECON_STOCKMARKET

    Open source ↗
  63. Retirement Planning Group LLC Buys New Holdings in Fidelity MSCI Information Technology Index ETF $FTEC

    Recorded role: co mention · TAX_ECON_PRICE

    Open source ↗
  64. 56,771 Shares in Simplify High Yield ETF $CDX Purchased by Retirement Planning Group LLC

    Recorded role: co mention · WB_698_TRADE

    Open source ↗
  65. 3,776 Shares in iShares Russell 3000 ETF $IWV Purchased by Retirement Planning Group LLC

    Recorded role: co mention · RETIREMENT

    Open source ↗
  66. Smithbridge Asset Management Inc. DE Acquires 8,376 Shares of iShares Core S&P 500 ETF $IVV

    Recorded role: co mention · TAX_ECON_PRICE

    Open source ↗
  67. JPMorgan Equity Premium Income ETF $JEPI Shares Newly Bought by Retirement Planning Group LLC

    Recorded role: co mention · EPU_ECONOMY_HISTORIC

    Open source ↗
  68. JPMorgan Core Plus Bond ETF $JCPB Shares Newly Purchased by Retirement Planning Group LLC

    Recorded role: co mention · TAX_FNCACT_ANALYST

    Open source ↗
  69. Retirement Planning Group LLC Makes New $2.54 Million Investment in State Street SPDR Portfolio S&P 500 ETF $SPYM

    Recorded role: co mention · TAX_FNCACT_SPY

    Open source ↗
  70. iShares MSCI USA Min Vol Factor ETF $USMV Shares Newly Acquired by Retirement Planning Group LLC

    Recorded role: co mention · WB_698_TRADE

    Open source ↗
  71. Fidelity Total Bond ETF $FBND Stock Sold by Diversify Advisory Services LLC

    Recorded role: co mention · TAX_ECON_PRICE

    Open source ↗
  72. Carter Bankshares, Inc. (NASDAQ:CARE) Stock Rated “Hold” by Wall Street Brokerages

    Recorded role: co mention · TAX_FNCACT_ANALYSTS

    Open source ↗
  73. General Mills (NYSE:GIS) Stock Falls 2.6% – Here’s Why

    Recorded role: co mention · EPU_CATS_MIGRATION_FEAR_FEAR

    Open source ↗
  74. Alibaba Group Holding Limited $BABA Stock Sold by Retirement Planning Co of New England Inc.

    Recorded role: co mention · TAX_FNCACT_DIRECTOR

    Open source ↗
  75. Touchstone Securitized Income ETF (NYSEARCA:TSEC) Stock Short Interest Report for September

    Recorded role: co mention · TAX_FNCACT_MANAGERS

    Open source ↗
  76. iShares Core S&P Mid-Cap ETF $IJH Shares Newly Acquired by Triangle Securities Wealth Management

    Recorded role: co mention · TAX_ETHNICITY_SIOUX

    Open source ↗
  77. Weil Company Inc. Makes New $537,000 Investment in iShares Russell Mid-Cap ETF $IWR

    Recorded role: co mention · TAX_FNCACT_COUNSELORS

    Open source ↗
  78. Reliant Investment Management LLC Buys New Shares in Chevron Corporation $CVX

    Recorded role: co mention · ENV_GREEN

    Open source ↗
  79. Rep. Lisa C. McClain Buys Shares of Caterpillar Inc. (NYSE:CAT)

    Recorded role: co mention · TAX_FNCACT_CEO

    Open source ↗
  80. 11,952 iShares Russell Mid-Cap ETF $IWR Shares Sold by Triumph Capital Management

    Recorded role: co mention · TAX_ECON_PRICE

    Open source ↗
  81. Brookfield (NYSE:BN) Hits New 52-Week Low – What’s Next?

    Recorded role: co mention · WB_507_ENERGY_AND_EXTRACTIVES

    Open source ↗
  82. Universal (NYSE:UVV) Sets New 52-Week Low – Here’s Why

    Recorded role: co mention · EPU_ECONOMY_HISTORIC

    Open source ↗
  83. Universal (NYSE:UVV) Sets New 1-Year Low – Should You Sell?

    Recorded role: co mention · TAX_FNCACT_ANALYSTS

    Open source ↗
  84. iShares S&P 100 ETF $OEF Shares Sold by Wealth Forward LLC

    Recorded role: co mention · CORRUPTION

    Open source ↗
  85. Generate Investment Management Ltd Acquires 20,898 Shares of Tesla, Inc. $TSLA

    Recorded role: co mention · TAX_FNCACT_INVESTOR

    Open source ↗
  86. First Trust Rising Dividend Achievers ETF $RDVY Stake Trimmed by Thurston Springer Miller Herd & Titak Inc.

    Recorded role: co mention · TAX_FNCACT_INSIDER

    Open source ↗
  87. Focus Financial Network Inc. Buys 1,931 Shares of iShares Core S&P 500 ETF $IVV

    Recorded role: co mention · ECON_STOCKMARKET

    Open source ↗
  88. Royal Bank Of Canada Forecasts Strong Price Appreciation for Johnson Controls International (NYSE:JCI) Stock

    Recorded role: co mention · TAX_FNCACT_ANALYST

    Open source ↗
  89. First Citizens Bank & Trust Co. Sells 4,498 Shares of iShares Core S&P 500 ETF $IVV

    Recorded role: co mention · TAX_FNCACT_ANALYST

    Open source ↗
  90. Virginia Estate & Retirement Planning Advisors Inc. Acquires New Stake in Invesco S&P 500 Quality ETF $SPHQ

    Recorded role: co mention · RETIREMENT

    Open source ↗
  91. 129,015 Shares in iShares Core S&P Mid-Cap ETF $IJH Bought by First Citizens Bank & Trust Co.

    Recorded role: co mention · TAX_FNCACT_INSIDER

    Open source ↗
  92. 51,076 Shares in Pacer US Cash Cows 100 ETF $COWZ Purchased by Virginia Estate & Retirement Planning Advisors Inc.

    Recorded role: co mention · CORRUPTION

    Open source ↗
  93. Caterpillar (NYSE:CAT) Stock Purchase Disclosed by Rep. Lisa C. McClain

    Recorded role: co mention · MANMADE_DISASTER_IMPLIED

    Open source ↗
  94. JPMorgan BetaBuilders Japan ETF (BATS:BBJP) Sees Significant Decrease in Short Interest

    Recorded role: co mention · EPU_ECONOMY_HISTORIC

    Open source ↗
  95. Pacer Trendpilot 100 ETF (NASDAQ:PTNQ) Stock Short Interest Jumps 737.1%

    Recorded role: co mention · WB_698_TRADE

    Open source ↗
  96. Virtus Seix Senior Loan ETF (NYSEARCA:SEIX) Stock Short Interest Report for September

    Recorded role: co mention · ECON_STOCKMARKET

    Open source ↗
  97. Walmart Inc. $WMT Stock: Wedmont Private Capital Grows Position

    Recorded role: co mention · TAX_FNCACT_RETAILER

    Open source ↗
  98. Wedmont Private Capital Acquires 2,779 Shares of Eli Lilly and Company $LLY

    Recorded role: co mention · TAX_FNCACT_ANALYSTS

    Open source ↗
  99. Monster Beverage (NASDAQ:MNST) Price Target Cut to $52.00 by Analysts at Evercore

    Recorded role: co mention · RETIREMENT

    Open source ↗
  100. Castle Rock Wealth Management LLC Cuts Holdings in Palo Alto Networks, Inc. $PANW

    Recorded role: co mention · WB_1160_SHOCKS_AND_VULNERABILITY

    Open source ↗
  101. 7,783 First Trust Rising Dividend Achievers ETF $RDVY Shares Purchased by RFG Bristol Wealth Advisors LLC

    Recorded role: co mention · RETIREMENT

    Open source ↗
  102. Palantir Technologies (NASDAQ:PLTR) Shares Up 5.2% – Should You Buy?

    Recorded role: co mention · EPU_CATS_REGULATION

    Open source ↗
  103. Cisco Systems (NASDAQ:CSCO) Stock Jumps 3% – What’s Next?

    Recorded role: co mention · EPU_CATS_REGULATION

    Open source ↗
  104. Journey Retirement Planning & Investment Management LLC Boosts Stock Position in Air Products and Chemicals, Inc. $APD

    Recorded role: co mention · EPU_ECONOMY_HISTORIC

    Open source ↗
  105. Costco Wholesale Corporation $COST Stock Acquired by Wedmont Private Capital

    Recorded role: co mention · TAX_FNCACT_ANALYSTS

    Open source ↗
  106. SPDR Portfolio S&P 500 Growth ETF $SPYG Holdings Lowered by Riversedge Advisors LLC

    Recorded role: co mention · WB_334_EQUITY_MARKETS

    Open source ↗
  107. Journey Retirement Planning & Investment Management LLC Makes New Investment in Shell PLC Unsponsored ADR $SHEL

    Recorded role: co mention · ENV_GREEN

    Open source ↗
  108. Cloudflare, Inc. $NET Shares Purchased by Wedmont Private Capital

    Recorded role: co mention · TAX_FNCACT_CFO

    Open source ↗
  109. Journey Retirement Planning & Investment Management LLC Buys 995 Shares of Applied Materials, Inc. $AMAT

    Recorded role: co mention · TAX_FNCACT_DIRECTOR

    Open source ↗
  110. 'You need more than a State pension to retire on'

    Recorded role: co mention · TAX_FNCACT_BUSINESS_LEADERS

    Open source ↗
  111. Invesco MSCI USA ETF (BATS:PBUS) Reaches New 52-Week High – Still a Buy?

    Recorded role: co mention · ECON_STOCKMARKET

    Open source ↗
  112. Pacer Trendpilot US Large Cap ETF (BATS:PTLC) Hits New 52-Week High – Here’s Why

    Recorded role: co mention · TAX_FNCACT_ANALYST

    Open source ↗
  113. On the calendar

    Recorded role: co mention · TAX_FNCACT_DIRECTOR

    Open source ↗
  114. On the calendar

    Recorded role: co mention · TAX_RELIGION_LATTER_DAY_SAINTS

    Open source ↗
  115. On the calendar

    Recorded role: co mention · TAX_RELIGION_NAZARENE

    Open source ↗
  116. On the calendar

    Recorded role: co mention · TAX_RELIGION_NAZARENE

    Open source ↗

Signals to inspect

Anomalies

Latest 10 in the selected window (up to 10). Detector output, not verified conclusions.

low · volume spike

Volume spike: 2 events in window (2.0x baseline of 1.0 expected)

low · new connection

New connection: 1 previously unseen co-actor(s) detected (known network: 61)

low · volume spike

Volume spike: 2 events in window (2.0x baseline of 1.0 expected)

high · new connection

New connection: 4 previously unseen co-actor(s) detected (known network: 59)

low · new connection

New connection: 1 previously unseen co-actor(s) detected (known network: 58)

low · volume spike

Volume spike: 2 events in window (2.0x baseline of 1.0 expected)

low · tone shift

Tone shift: score 9.7 deviates 2.7σ from baseline mean 3.0 (stddev 2.48)

high · new connection

New connection: 24 previously unseen co-actor(s) detected (known network: 52)

medium · tone shift

Tone shift: score 9.7 deviates 3.4σ from baseline mean 2.7 (stddev 2.04)

medium · volume spike

Volume spike: 3 events in window (3.0x 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.

Ask this desk

Desk analyst

Read-only questions about Retirement Planning Co's stored record. Answers cite only records retrieved for that turn; a citation chip opens the existing inspection view. Absence of matches is not evidence of inactivity.

Operator sign-in is required. Sign in

Identity is the existing actor registry record. Entity resolution and source coverage may be incomplete.