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 85 institutions that hold shares in the stock, with a total of 3.09 Million shares, which have been reported (via 13F filing form) to have a value of $133 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Hfg Wealth Management, LLC
The Woodlands, TX |
Oct 04, 2024 Q3 2024 |
18,622
shares
|
$803,166
0.48% of portfolio
|
Q2 2024
Reduced 3.24%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 22, 2024 Q2 2024 |
18,504
shares
|
$798,077
0.0% of portfolio
|
Q2 2024
Reduced 14.44%
|
|
|
Frontier Asset Management, LLC
Sheridan, WY |
Aug 07, 2024 Q2 2024 |
18,330
shares
|
$790,572
0.29% of portfolio
|
Q2 2024
Added 6.33%
|
|
|
Vicus Capital
State College, PA |
Oct 21, 2024 Q3 2024 |
17,501
shares
|
$754,818
0.07% of portfolio
|
Q3 2024
Added 10.08%
|
|
|
Stone X Group Inc.
|
Aug 07, 2024 Q2 2024 |
17,405
shares
|
$750,677
0.07% of portfolio
|
Q2 2024
Reduced 1.81%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 01, 2024 Q3 2024 |
16,689
shares
|
$719,796
0.01% of portfolio
|
Q3 2024
Added 4.27%
|
|
|
Sound Stewardship, LLC
Overland Park, KS |
Oct 24, 2024 Q3 2024 |
15,076
shares
|
$650,227
0.37% of portfolio
|
Q3 2024
Reduced 2.32%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 09, 2024 Q2 2024 |
14,895
shares
|
$642,421
0.0% of portfolio
|
Q2 2024
Added 12.37%
|
|
|
Sigma Investment Counselors Inc
|
Oct 23, 2024 Q3 2024 |
14,149
shares
|
$610,246
0.03% of portfolio
|
Q3 2024
Added 0.4%
|
|
|
True Wealth Advisors, LLC
|
Oct 29, 2024 Q3 2024 |
12,979
shares
|
$559,784
0.21% of portfolio
|
Q3 2024
Reduced 48.53%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
12,711
shares
|
$548,225
0.0% of portfolio
|
Q3 2024
Added 8.98%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Oct 25, 2024 Q3 2024 |
12,413
shares
|
$535,372
0.03% of portfolio
|
Q3 2024
Added 0.5%
|
|
|
Advisory Alpha, LLC
|
Aug 21, 2024 Q2 2024 |
12,087
shares
|
$521,312
0.02% of portfolio
|
Q2 2024
Reduced 0.37%
|
|
|
Efficient Advisors, LLC
|
Aug 05, 2024 Q2 2024 |
11,928
shares
|
$514,454
0.03% of portfolio
|
Q2 2024
Added 8.23%
|
|
|
Inspire Advisors, LLC
Meridian, ID |
Oct 17, 2024 Q3 2024 |
11,729
shares
|
$505,871
0.07% of portfolio
|
Q3 2024
Added 21.15%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 25, 2024 Q3 2024 |
11,373
shares
|
$490,517
0.03% of portfolio
|
Q3 2024
Reduced 5.25%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 15, 2024 Q2 2024 |
9,290
shares
|
$400,677
0.0% of portfolio
|
Q2 2024
Reduced 78.31%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2024 Q2 2024 |
9,234
shares
|
$398,262
0.0% of portfolio
|
Q2 2024
Reduced 23.11%
|
|
|
Bcgm Wealth Management, LLC
|
Jul 30, 2024 Q2 2024 |
8,300
shares
|
$357,979
0.12% of portfolio
|
Q3 2022
Added 10.67%
|
|
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
Oct 18, 2024 Q3 2024 |
7,881
shares
|
$339,907
0.12% of portfolio
|
Q3 2024
Added 6.31%
|
|
|
Symphony Financial, Ltd. Co.
|
Oct 21, 2024 Q3 2024 |
7,757
shares
|
$334,559
0.06% of portfolio
|
Q3 2024
Added 2.09%
|
|
|
Harvest Investment Services, LLC
|
Aug 13, 2024 Q2 2024 |
7,331
shares
|
$316,186
0.12% of portfolio
|
Q2 2024
Reduced 6.15%
|
|
|
Envestnet Asset Management Inc
|
Aug 08, 2024 Q2 2024 |
6,531
shares
|
$281,682
0.0% of portfolio
|
Q2 2024
Added 0.6%
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Aug 15, 2024 Q2 2024 |
6,190
shares
|
$266,974
0.07% of portfolio
|
Q2 2024
Reduced 1.24%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Aug 13, 2024 Q2 2024 |
5,718
shares
|
$246,617
0.01% of portfolio
|
Q2 2024
Added 318.59%
|