Sentinels / Actor desk
Financial Planning Inc
organization · Registry status: unverified
fcff3dd2-429b-531f-9a8f-401cf04f0df3
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
108 distinct events shown, newest first. Headlines may be generated summaries; inspect the source before repeating a claim.
The Morning Briefing: MPS capability the next battleground for platforms; M&G's PruFund attracts £100m following Scottish Widows platform launch
Why purpose can matter more than performance in building portfolios
74 New Hires Who Barely Made It Through The Door Before Getting Fired
74 New Hires Who Barely Made It Through The Door Before Getting Fired
74 New Hires Who Barely Made It Through The Door Before Getting Fired
TE Connectivity (NYSE:TEL) Cut to “Equal Weight” at Fox Advisors
74 New Hires Who Barely Made It Through The Door Before Getting Fired
Prudential Financial (NYSE:PRU) Hits New 1-Year High After Better-Than-Expected Earnings
SM Energy (NYSE:SM) Shares Gap Down After Earnings Miss
What is Zacks Research’s Estimate for SYF FY2026 Earnings?
Provenance Wealth Advisors LLC Acquires 21,908 Shares of SPDR Portfolio S&P 500 Value ETF $SPYV
Starbucks Corporation $SBUX Stock Acquired by Vise Technologies Inc.
Texas Pacific Land Corporation $TPL Stock: Lunt Capital Management Inc. Reduces Holdings
PGIM S&P 500 Buffer 12 ETF – October (BATS:OCTP) Shares Shorted: Short Interest Up 71.9% in October
Who is Mike Mazzei? A look at the Republican candidate running for Oklahoma governor
Swindon financial firm pledges more T-Level placements
SPDR S&P 600 Small Cap Value ETF (NYSEARCA:SLYV) Stock Short Interest Report for October
iShares Core 40/60 Moderate Allocation ETF (NYSEARCA:AOM) Sees Unusually-High Trading Volume – Here’s What Happened
TE Connectivity (NYSE:TEL) Stock Rating Lowered by Fox Advisors
Salomon & Ludwin LLC Buys New Position in SPDR S&P 600 Small Cap Value ETF $SLYV
Vanguard Mid-Cap Growth ETF $VOT Shares Newly Purchased by Modera Wealth Management LLC
SPDR Portfolio Developed World ex-US ETF (NYSEARCA:SPDW) Sees Significant Drop in Short Interest
Capital Group Conservative Equity ETF (NYSEARCA:CGCV) Sees Large Increase in Short Interest
Mirae Asset Global Investments Co. Ltd. Purchases New Shares in Altria Group, Inc. $MO
743 iShares Core S&P 500 ETF $IVV Shares Sold by Sterling Financial Planning Inc.
SPDR Portfolio S&P 500 Growth ETF $SPYG Shares Newly Acquired by Modera Wealth Management LLC
iShares Core U.S. REIT ETF (NYSEARCA:USRT) Stock Short Interest Report for October
Super Micro Computer (NASDAQ:SMCI) Stock Falls 3.9% – What’s Next?
Citigroup (NYSE:C) Given New $148.50 Price Target at JPMorgan Chase & Co.
Darlington adviser Christine Tarran wins national Independent Financial Adviser award
Darlington adviser Christine Tarran wins national Independent Financial Adviser award
Kim sponsors resolution to highlight financial planning during October
GraniteShares 2x Long NVDA Daily ETF (NASDAQ:NVDL) Stock Jumps 6.2% – Should You Buy?
Cornerstone Total Return Fund (NYSEAMERICAN:CRF) Hits New 12-Month Low – Here’s What Happened
Alphabet Inc. $GOOG Stock Holdings Lowered by Nisa Investment Advisors LLC
Sharkey Howes & Javer Acquires 124,350 Shares of SPDR Portfolio S&P 500 Value ETF $SPYV
Schwab Emerging Markets Equity ETF $SCHE Shares Newly Purchased by Quadrant Capital Group LLC
Dimensional U.S. Small Cap ETF $DFAS Stock: Wealth Management Partners LLC Boosts Stake
Blue Owl Capital (NYSE:OWL) Stock Gets Price Target Trim from Piper Sandler
How to Make More Tax-Savvy Investments
45,173 Shares in Roundhill Memory ETF $DRAM Bought by Strengthening Families & Communities LLC
Schwab US Dividend Equity ETF $SCHD Shares Purchased by Fifth Third Securities Inc.
Super Micro Computer (NASDAQ:SMCI) Shares Gap Up – What’s Next?
Super Micro Computer (NASDAQ:SMCI) Shares Gap Up – Should You Buy?
Robbins Farley Acquires 105,121 Shares of Schwab US Dividend Equity ETF $SCHD
172,506 Shares of Schwab US Dividend Equity ETF $SCHD Bought by Sowell Financial Services LLC
Eagle Harbor Asset Management Inc. ADV Makes New Investment in Schwab International Small-Cap Equity ETF $SCHC
6,046 Advanced Micro Devices, Inc. $AMD Shares Sold by Robinson Value Management Ltd.
Retirement Planning Group LLC Acquires New Holdings in iShares U.S. Telecommunications ETF $IYZ
Vanguard Core Tax-Exempt Bond ETF $VCRM Stock: Physician Wealth Advisors Inc. Grows Stake
SPDR Portfolio Developed World ex-US ETF $SPDW Holdings Boosted by Truefg LLC
Weil Company Inc. Acquires New Holdings in iShares ESG Aware MSCI USA ETF $ESGU
1,221 Shares in iShares Russell 3000 ETF $IWV Bought by Summit Financial Strategies Inc.
Intel Corporation $INTC Shares Acquired by Fortune 45 LLC
Intel Corporation $INTC Shares Bought by Fortune 45 LLC
iShares Core U.S. Aggregate Bond ETF $AGG Stock Acquired by MPS Loria Financial Planners LLC
Alphabet’s (GOOGL) Overweight Rating Reiterated at Cantor Fitzgerald
Invesco S&P SmallCap Quality ETF (BATS:XSHQ) Sees Large Growth in Short Interest
AllianceBernstein (NYSE:AB) Stock Gets Price Target Reduction from TD Cowen
40,294 Vanguard Tax-Exempt Bond ETF $VTEB Shares Sold by RCS Financial Planning LLC
Fidelity Total Bond ETF $FBND Stake Trimmed by RCS Financial Planning LLC
Schwab U.S. TIPS ETF $SCHP Stock Acquired by RCS Financial Planning LLC
Vanguard Growth ETF $VUG Stock Sold by RCS Financial Planning LLC
Vanguard Value ETF $VTV Stock: RCS Financial Planning LLC Decreases Stake
iShares MSCI ACWI ex U.S. ETF $ACWX Position Boosted by Tempus Wealth Planning LLC
Dimensional International Core Equity 2 ETF $DFIC Stock Sold by RCS Financial Planning LLC
RCS Financial Planning LLC Sells 35,202 Shares of Dimensional International High Profitability ETF $DIHP
iShares 3-7 Year Treasury Bond ETF $IEI Shares Newly Acquired by RCS Financial Planning LLC
Schwab U.S. Large-Cap Growth ETF $SCHG Stock: RCS Financial Planning LLC Decreases Holdings
Dimensional International High Profitability ETF $DIHP Shares Sold by RCS Financial Planning LLC
83,965 Shares of Schwab Short-Term U.S. Treasury ETF $SCHO Acquired by RCS Financial Planning LLC
61,700 Shares in Dimensional International Vector Equity ETF $DXIV Bought by RCS Financial Planning LLC
Dimensional International Core Equity 2 ETF $DFIC Stock Holdings Lowered by RCS Financial Planning LLC
83,965 Shares of Schwab Short-Term U.S. Treasury ETF $SCHO Acquired by RCS Financial Planning LLC
RCS Financial Planning LLC Acquires New Holdings in Dimensional International Vector Equity ETF $DXIV
Super Micro Computer (NASDAQ:SMCI) Shares Down 8.4% – Here’s Why
SPDR Portfolio S&P 500 Value ETF $SPYV Shares Acquired by Stone Summit Wealth LLC
Vanguard Total International Stock ETF $VXUS Stock Holdings Increased by Signal Advisors Wealth LLC
Cambria Emerging Shareholder Yield ETF (BATS:EYLD) Stock Short Interest Report for September
tickerreport.com: Company Profile, Newedge Advisors, Newedge Advisors (tax econ price, tax econ price)
Synchrony Financial (NYSE:SYF) Stock Price Target Cut by Morgan Stanley
Dimensional US Sustainability Core 1 ETF (NYSEARCA:DFSU) Stock Short Interest Report for September
86,962 Vanguard Total Stock Market ETF $VTI Shares Acquired by Forvis Mazars Wealth Advisors LLC
1,518 Shares of Mastercard Incorporated $MA Bought by Verus Wealth Management LLC
3,450 Shares of Danaher Corporation $DHR Acquired by Financial Planning Hawaii Inc.
Intel Corporation $INTC Stock Holdings Decreased by Spartan Planning & Wealth Management
285,791 Shares in Vanguard Mid-Cap ETF $VO Acquired by Twele Capital Management Inc.
American Express Company $AXP Stock Holdings Lowered by Courier Capital LLC
Economos Private Wealth Joins LPL’s Independent Advisor Network
Innovator Uncapped Accelerated U.S. Equity ETF (BATS:XUSP) Stock Short Interest Declines 84.7%
Dimensional Emerging Markets Value ETF (NYSEARCA:DFEV) Shares Shorted: Short Interest Up 706.3% in September
iShares Core 40/60 Moderate Allocation ETF (NYSEARCA:AOM) Stock Short Interest Climbs 242.0%
INV VK HI INC2 (NYSE:VLT) Stock Price Breaks Below 50-Day Moving Average – What’s Next?
Meta Platforms, Inc. $META Shares Bought by WoodTrust Financial Corp
Walmart Inc. $WMT Stock: Wedmont Private Capital Grows Position
GSK’s (GSK) Buy Rating Reiterated at Berenberg Bank
Federated Hermes MDT Large Cap Value ETF (NYSEARCA:FLCV) Shares Shorted: Short Interest Down 94.4% in September
Cypress Financial Planning LLC Buys 1,551 Shares of Vanguard Total Stock Market ETF $VTI
Vanguard Intermediate-Term Treasury ETF $VGIT Shares Sold by Cypress Financial Planning LLC
Palantir Technologies (NASDAQ:PLTR) Shares Up 5.2% – Should You Buy?
Netflix (NASDAQ:NFLX) Shares Up 1.5% – Here’s What Happened
Invesco QQQ $QQQ Stock Sold by Gouws Capital LLC
iShares U.S. Telecommunications ETF $IYZ Stock Sold by Cadent Capital Advisors LLC
Wolfe Research Initiates Coverage on GSK (NYSE:GSK)
GSK PLC Sponsored ADR $GSK Holdings Boosted by Keystone Financial Planning Inc.
Professional Advisory Services Inc. Raises Stock Holdings in iShares Short Treasury Bond ETF $SHV
JPMorgan Chase & Co. Issues Pessimistic Forecast for Casella Waste Systems (NASDAQ:CWST) Stock Price
Raymond James Financial Issues Pessimistic Forecast for U.S. Bancorp (NYSE:USB) Stock Price
Signals to inspect
Anomalies
Latest 10 in the selected window (up to 10). Detector output, not verified conclusions.
Volume spike: 2 events in window (2.0x baseline of 1.0 expected)
New connection: 3 previously unseen co-actor(s) detected (known network: 123)
Volume spike: 5 events in window (5.0x baseline of 1.0 expected)
Coordination signal: co-actor c9608557-2f5d-535d-b9af-18a07421a99b appeared in 2 of 5 window events (40%)
New connection: 1 previously unseen co-actor(s) detected (known network: 122)
Volume spike: 2 events in window (2.0x baseline of 1.0 expected)
Volume spike: 3 events in window (3.0x baseline of 1.0 expected)
New connection: 3 previously unseen co-actor(s) detected (known network: 119)
New connection: 40 previously unseen co-actor(s) detected (known network: 102)
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.
- Securities and Exchange Commission→ co mention →Financial Planning Inc371 evidence records
- Ae Wealth Management→ co mention →Financial Planning Inc262 evidence records
- United States Senate→ co mention →Financial Planning Inc172 evidence records
- Cheetah Mobile Company Profile→ co mention →Financial Planning Inc148 evidence records
- Group On Financial→ co mention →Financial Planning Inc140 evidence records
- Nasdaq→ co mention →Financial Planning Inc139 evidence records
- Laurel Wealth Advisors→ co mention →Financial Planning Inc114 evidence records
- Zacks Research→ co mention →Financial Planning Inc98 evidence records
- Citigroup→ co mention →Financial Planning Inc91 evidence records
- JPMorgan Chase→ co mention →Financial Planning Inc87 evidence records
- Intech Investment Management→ co mention →Financial Planning Inc80 evidence records
- Analysts At Wells Fargo Company→ co mention →Financial Planning Inc78 evidence records
- Barclays→ co mention →Financial Planning Inc75 evidence records
- Morgan Stanley→ co mention →Financial Planning Inc75 evidence records
- York To Royal Bank→ co mention →Financial Planning Inc74 evidence records
- Goldman Sachs Group Inc→ co mention →Financial Planning Inc70 evidence records
- Threadneedle Asset Management→ co mention →Financial Planning Inc70 evidence records
- Geode Capital Management→ co mention →Financial Planning Inc66 evidence records
- Holdings Channel→ co mention →Financial Planning Inc59 evidence records
- Deutsche Bank Aktiengesellschaft Trading→ co mention →Financial Planning Inc58 evidence records
- Cantor Fitzgerald→ co mention →Financial Planning Inc53 evidence records
- Piper Sandler Companies→ co mention →Financial Planning Inc52 evidence records
- Investment Advisors→ co mention →Financial Planning Inc51 evidence records
- Advisory Services Network→ co mention →Financial Planning Inc50 evidence records
- Wealth Private Client Group→ co mention →Financial Planning Inc48 evidence records
- Lic Mf Banking Financial Services Fund→ co mention →Financial Planning Inc46 evidence records
- Key Stories Impacting Jefferies Financial Group→ co mention →Financial Planning Inc42 evidence records
- Alex Karaban→ co mention →Financial Planning Inc37 evidence records
- Peter Thiel→ co mention →Financial Planning Inc37 evidence records
- Advisornet Financial Inc→ co mention →Financial Planning Inc35 evidence records
- Palantir Technologie→ co mention →Financial Planning Inc35 evidence records
- Wealth Partners→ co mention →Financial Planning Inc32 evidence records
- Arthur Stevens Asset Management→ co mention →Financial Planning Inc30 evidence records
- Merck Animal Health→ co mention →Financial Planning Inc29 evidence records
- Lockheed Martin→ co mention →Financial Planning Inc29 evidence records
- Blackrock Holdco→ co mention →Financial Planning Inc29 evidence records
- Merck Co→ co mention →Financial Planning Inc29 evidence records
- News Ratings For Oracle Co→ co mention →Financial Planning Inc29 evidence records
- Martin Marietta Materials→ co mention →Financial Planning Inc29 evidence records
- Santa Clara→ co mention →Financial Planning Inc28 evidence records
- Martin Marietta Corporation→ co mention →Financial Planning Inc27 evidence records
- Cornerstone Planning Group→ co mention →Financial Planning Inc26 evidence records
- Financial Planning Inc→ co mention →Raymond James Financial Inc25 evidence records
- Newedge Advisors→ co mention →Financial Planning Inc25 evidence records
- Stifel Nicolaus→ co mention →Financial Planning Inc24 evidence records
- Unison Advisors→ co mention →Financial Planning Inc24 evidence records
- Index Fund The Fund→ co mention →Financial Planning Inc23 evidence records
- Wolfe Research Fintech Forum→ co mention →Financial Planning Inc22 evidence records
- Scotiabank→ co mention →Financial Planning Inc22 evidence records
- Allegiance Financial Group Advisory Services→ co mention →Financial Planning Inc22 evidence records
Ask this desk
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Read-only questions about Financial Planning Inc'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.
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