Institutional Ownership Timothy Plan High Divid Stk Et (TPHD)
This table provides information about the institutional ownership of Timothy Plan High Divid Stk Et (TPHD). We have compiled data on the 88 institutions that hold shares in the stock, with a total of 3.3 Million shares, which have been reported (via 13F filing form) to have a value of $122 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
44,504
shares
|
$1.65 Million
0.0% of portfolio
|
Q4 2024
Reduced 3.65%
|
|
|
Stone X Group Inc.
|
Feb 12, 2025 Q4 2024 |
44,457
shares
|
$1.65 Million
0.1% of portfolio
|
Q4 2024
Added 4.87%
|
|
|
Keel Point, LLC
Huntsville, AL |
Feb 14, 2025 Q4 2024 |
41,159
shares
|
$1.52 Million
0.12% of portfolio
|
Q4 2024
Added 22.03%
|
|
|
First Heartland Consultants, Inc.
|
Feb 14, 2025 Q4 2024 |
39,692
shares
|
$1.47 Million
0.15% of portfolio
|
Q4 2024
Added 18.56%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
32,073
shares
|
$1.19 Million
0.04% of portfolio
|
Q4 2024
Added 8.59%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jan 23, 2025 Q4 2024 |
29,836
shares
|
$1.1 Million
0.07% of portfolio
|
Q4 2024
Reduced 9.86%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
26,277
shares
|
$972,774
0.0% of portfolio
|
Q4 2024
Added 5.06%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Jan 27, 2025 Q4 2024 |
25,359
shares
|
$938,790
0.15% of portfolio
|
Q4 2024
Reduced 0.44%
|
|
|
Sound Financial Strategies Group, LLC
|
Feb 06, 2025 Q4 2024 |
23,750
shares
|
$879,225
0.79% of portfolio
|
Q4 2024
Reduced 2.09%
|
|
|
Win Advisors, Inc
|
Jan 27, 2025 Q4 2024 |
22,965
shares
|
$850,164
0.42% of portfolio
|
Q4 2024
Reduced 9.65%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
19,701
shares
|
$729,331
0.0% of portfolio
|
Q4 2024
Added 7.34%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
18,959
shares
|
$701,862
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Independent Advisor Alliance
|
Feb 07, 2025 Q4 2024 |
18,191
shares
|
$673,430
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Orion Portfolio Solutions, LLC
|
Feb 12, 2025 Q4 2024 |
17,092
shares
|
$632,745
0.01% of portfolio
|
Q4 2024
Added 117.37%
|
|
|
Master'S Wealth Management Inc.
Lancaster, PA |
Feb 13, 2025 Q4 2024 |
16,643
shares
|
$616,123
0.32% of portfolio
|
Q4 2024
New holding
|
|
|
True Wealth Advisors, LLC
|
Jan 15, 2025 Q4 2024 |
15,995
shares
|
$592,134
0.22% of portfolio
|
Q4 2024
Added 15.72%
|
|
|
Sage Oak Financial, LLC
Tulsa, OK |
Feb 10, 2025 Q4 2024 |
15,427
shares
|
$571,107
0.51% of portfolio
|
Q4 2024
New holding
|
|
|
Christian Investment Advisors, Inc.
New Braunfels, TX |
Feb 05, 2025 Q4 2024 |
15,392
shares
|
$569,811
0.4% of portfolio
|
Q4 2024
New holding
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
14,337
shares
|
$530,755
0.0% of portfolio
|
Q4 2024
Reduced 51.51%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Feb 10, 2025 Q4 2024 |
11,872
shares
|
$439,501
0.0% of portfolio
|
Q4 2024
Reduced 1.17%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Feb 03, 2025 Q4 2024 |
11,848
shares
|
$438,612
0.01% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
Turning Point Benefit Group, Inc.
Frederick, MD |
Feb 03, 2025 Q4 2024 |
10,994
shares
|
$406,997
0.38% of portfolio
|
Q4 2024
New holding
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Jan 24, 2025 Q4 2024 |
9,715
shares
|
$359,649
0.07% of portfolio
|
Q4 2024
Reduced 3.4%
|
|
|
Bcgm Wealth Management, LLC
|
Feb 04, 2025 Q4 2024 |
8,800
shares
|
$325,776
0.11% of portfolio
|
Q3 2022
Added 10.0%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Jan 24, 2025 Q4 2024 |
8,568
shares
|
$317,187
0.04% of portfolio
|
Q4 2024
Reduced 6.03%
|