Purchases and Sales Made in Q1 2025 in 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) during Q1 2025. The information is specifically focused on institutions that hold shares of TIMOTHY PLAN U S LARGE/MID CAP.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
194K+ 5804.13% |
$7.98M - $8.76M
|
197K
$8.63M
|
|
|
May 09, 2025
Q1 2025
|
Sound Financial Strategies Group, LLC
|
BUY
|
- |
46.6K+ 228.87% |
$1.92M - $2.11M
|
67K
$2.93M
|
|
|
Apr 30, 2025
Q1 2025
|
49 Wealth Management, LLC
Austin, TX |
BUY
|
- |
35.4KNew |
$1.46M - $1.6M
|
35.4K
$1.55M
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
31.3K+ 17.89% |
$1.29M - $1.41M
|
206K
$9.02M
|
|
|
May 12, 2025
Q1 2025
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
28.3K+ 12.56% |
$1.17M - $1.28M
|
254K
$11.1M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
28.1K+ 32.8% |
$1.16M - $1.27M
|
114K
$4.98M
|
|
|
Apr 21, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
21.5K+ 17.71% |
$886K - $973K
|
143K
$6.27M
|
|
|
Apr 10, 2025
Q1 2025
|
True Wealth Advisors, LLC
|
BUY
|
- |
20.6K+ 138.43% |
$847K - $931K
|
35.5K
$1.55M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
20.4KNew |
$841K - $924K
|
20.4K
$895K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
16.6K+ 15.73% |
$682K - $749K
|
122K
$5.34M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
12.8K+ 4.98% |
$527K - $579K
|
270K
$11.8M
|
|
|
Apr 16, 2025
Q1 2025
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
BUY
|
- |
7.46KNew |
$307K - $337K
|
7.46K
$327K
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
6.92K+ 86.26% |
$285K - $313K
|
15K
$655K
|
|
|
Apr 23, 2025
Q1 2025
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
6.85KNew |
$282K - $310K
|
6.85K
$300K
|
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
6.72K+ 17.75% |
$276K - $304K
|
44.5K
$1.95M
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
6.42K+ 72.93% |
$264K - $290K
|
15.2K
$666K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
5.39K+ 114.23% |
$222K - $244K
|
10.1K
$442K
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
5.25KNew |
$216K - $237K
|
5.25K
$230K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
4.98K+ 6.16% |
$205K - $225K
|
85.8K
$3.76M
|
|
|
Apr 15, 2025
Q1 2025
|
Christian Investment Advisors, Inc.
New Braunfels, TX |
BUY
|
- |
4.86K+ 0.75% |
$200K - $220K
|
648K
$28.4M
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
4.39K+ 35.43% |
$181K - $198K
|
16.8K
$734K
|
|
|
May 01, 2025
Q1 2025
|
3 Edge Asset Management, LP
|
BUY
|
- |
3.56K+ 61.45% |
$146K - $161K
|
9.35K
$409K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
2.9K+ 32.04% |
$119K - $131K
|
12K
$523K
|
|
|
Apr 14, 2025
Q1 2025
|
Financial Advisory Corp
Grand Rapids, MI |
BUY
|
- |
2.82K+ 15.77% |
$116K - $127K
|
20.7K
$905K
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
2.31K+ 3.24% |
$95.1K - $105K
|
73.6K
$3.22M
|
|
|
May 15, 2025
Q1 2025
|
Stone X Group Inc.
|
BUY
|
- |
2.2K+ 12.3% |
$90.5K - $99.4K
|
20.1K
$879K
|
|
|
May 19, 2025
Q1 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
1.8K+ 17.78% |
$74.2K - $81.5K
|
11.9K
$523K
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
1.22KNew |
$50K - $54.9K
|
1.22K
$53.2K
|
|
|
Apr 08, 2025
Q1 2025
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
1.19K+ 2.33% |
$48.9K - $53.7K
|
52.2K
$2.29M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.04K+ 6.95% |
$42.7K - $46.9K
|
15.9K
$698K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
906+ 5.74% |
$37.3K - $41K
|
16.7K
$731K
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
861New |
$35.4K - $38.9K
|
861
$37.7K
|
|
|
May 08, 2025
Q1 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
645+ 14.57% |
$26.6K - $29.2K
|
5.07K
$222K
|
|
|
Apr 18, 2025
Q1 2025
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
625+ 9.75% |
$25.7K - $28.3K
|
7.03K
$308K
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
545+ 7.46% |
$22.4K - $24.6K
|
7.85K
$344K
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
517+ 10.19% |
$21.3K - $23.4K
|
5.59K
$245K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
462+ 3.38% |
$19K - $20.9K
|
14.1K
$618K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
444+ 2.74% |
$18.3K - $20.1K
|
16.6K
$728K
|
|
|
Apr 23, 2025
Q1 2025
|
Win Advisors, Inc
|
BUY
|
- |
403+ 1.48% |
$16.6K - $18.2K
|
27.6K
$1.21M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
367+ 1.74% |
$15.1K - $16.6K
|
21.4K
$938K
|
|
|
May 07, 2025
Q1 2025
|
Frontier Asset Management, LLC
Sheridan, WY |
BUY
|
- |
356+ 2.46% |
$14.7K - $16.1K
|
14.8K
$649K
|
|
|
Apr 17, 2025
Q1 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
344+ 1.89% |
$14.2K - $15.6K
|
18.6K
$813K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
288New |
$11.9K - $13K
|
288
$12.6K
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
BUY
|
- |
196+ 2.71% |
$8.07K - $8.86K
|
7.42K
$325K
|
|
|
Apr 29, 2025
Q1 2025
|
Sigma Investment Counselors Inc
|
BUY
|
- |
117+ 0.82% |
$4.82K - $5.29K
|
14.4K
$632K
|
|
|
May 06, 2025
Q1 2025
|
Efficient Advisors, LLC
|
BUY
|
- |
33+ 0.27% |
$1.36K - $1.49K
|
12K
$527K
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
26+ 0.4% |
$1.07K - $1.18K
|
6.59K
$288K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
20+ 2.25% |
$823 - $904
|
908
$39.8K
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
19+ 26.39% |
$782 - $859
|
91
$3.98K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
3+ 0.09% |
$124 - $136
|
3.18K
$139K
|