Institutional Ownership Timothy Plan U S Large/Mid Cap (TPLC)
This table provides information about the institutional ownership of Timothy Plan U S Large/Mid Cap (TPLC). We have compiled data on the 91 institutions that hold shares in the stock, with a total of 3.24 Million shares, which have been reported (via 13F filing form) to have a value of $140 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Win Advisors, Inc
|
Oct 31, 2024 Q3 2024 |
22,031
shares
|
$951,518
0.48% of portfolio
|
Q3 2024
Reduced 10.26%
|
|
|
Sound Financial Strategies Group, LLC
|
Nov 12, 2024 Q3 2024 |
20,832
shares
|
$899,734
0.81% of portfolio
|
Q3 2024
Reduced 3.17%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
20,132
shares
|
$869,501
0.0% of portfolio
|
Q3 2024
Added 0.17%
|
|
|
Hfg Wealth Management, LLC
The Woodlands, TX |
Oct 04, 2024 Q3 2024 |
18,622
shares
|
$804,284
0.48% of portfolio
|
Q2 2024
Reduced 3.24%
|
|
|
Stone X Group Inc.
|
Nov 12, 2024 Q3 2024 |
17,925
shares
|
$774,180
0.07% of portfolio
|
Q3 2024
Added 2.99%
|
|
|
Vicus Capital
State College, PA |
Oct 21, 2024 Q3 2024 |
17,501
shares
|
$755,868
0.07% of portfolio
|
Q3 2024
Added 10.08%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
17,299
shares
|
$747,143
0.0% of portfolio
|
Q3 2024
Reduced 6.51%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 01, 2024 Q3 2024 |
16,689
shares
|
$720,797
0.01% of portfolio
|
Q3 2024
Added 4.27%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
16,505
shares
|
$712,850
0.0% of portfolio
|
Q3 2024
Added 10.81%
|
|
|
Sound Stewardship, LLC
Overland Park, KS |
Oct 24, 2024 Q3 2024 |
15,076
shares
|
$651,132
0.37% of portfolio
|
Q3 2024
Reduced 2.32%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
14,227
shares
|
$614,464
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Frontier Asset Management, LLC
Sheridan, WY |
Nov 12, 2024 Q3 2024 |
14,210
shares
|
$613,729
0.23% of portfolio
|
Q3 2024
Reduced 22.48%
|
|
|
Sigma Investment Counselors Inc
|
Oct 23, 2024 Q3 2024 |
14,149
shares
|
$611,095
0.03% of portfolio
|
Q3 2024
Added 0.4%
|
|
|
True Wealth Advisors, LLC
|
Oct 29, 2024 Q3 2024 |
12,979
shares
|
$560,563
0.21% of portfolio
|
Q3 2024
Reduced 48.53%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
12,711
shares
|
$548,988
0.0% of portfolio
|
Q3 2024
Added 8.98%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Oct 25, 2024 Q3 2024 |
12,413
shares
|
$536,117
0.03% of portfolio
|
Q3 2024
Added 0.5%
|
|
|
Advisory Alpha, LLC
|
Nov 12, 2024 Q3 2024 |
12,052
shares
|
$520,525
0.02% of portfolio
|
Q3 2024
Reduced 0.29%
|
|
|
Efficient Advisors, LLC
|
Nov 12, 2024 Q3 2024 |
11,961
shares
|
$516,595
0.03% of portfolio
|
Q3 2024
Added 0.28%
|
|
|
Inspire Advisors, LLC
Meridian, ID |
Oct 17, 2024 Q3 2024 |
11,729
shares
|
$506,575
0.07% of portfolio
|
Q3 2024
Added 21.15%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 25, 2024 Q3 2024 |
11,373
shares
|
$491,199
0.03% of portfolio
|
Q3 2024
Reduced 5.25%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
9,738
shares
|
$420,584
0.0% of portfolio
|
Q3 2024
Added 5.46%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
8,611
shares
|
$371,909
0.0% of portfolio
|
Q3 2024
Added 31.85%
|
|
|
Bcgm Wealth Management, LLC
|
Nov 06, 2024 Q3 2024 |
8,300
shares
|
$358,477
0.13% of portfolio
|
Q3 2022
Added 10.67%
|
|
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
Oct 18, 2024 Q3 2024 |
7,881
shares
|
$340,380
0.12% of portfolio
|
Q3 2024
Added 6.31%
|
|
|
Symphony Financial, Ltd. Co.
|
Oct 21, 2024 Q3 2024 |
7,757
shares
|
$335,024
0.06% of portfolio
|
Q3 2024
Added 2.09%
|