Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2025
Q2 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
74KNew |
$2.8M - $3.32M
|
74K
$3.36M
|
|
|
Jul 30, 2025
Q2 2025
|
Turning Point Benefit Group, Inc.
Frederick, MD |
BUY
|
- |
23.7K+ 224.34% |
$895K - $1.06M
|
34.3K
$1.55M
|
|
|
Aug 13, 2025
Q2 2025
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
12.8K+ 5.03% |
$482K - $573K
|
267K
$12.1M
|
|
|
Aug 11, 2025
Q2 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
12.5K+ 81.94% |
$471K - $560K
|
27.7K
$1.26M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
12.1K+ 14.1% |
$457K - $543K
|
97.9K
$4.44M
|
|
|
Aug 14, 2025
Q2 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
10.4KNew |
$392K - $465K
|
10.4K
$470K
|
|
|
Aug 13, 2025
Q2 2025
|
Stone X Group Inc.
|
BUY
|
- |
9.64KNew |
$364K - $433K
|
9.64K
$437K
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
9.28K+ 3.44% |
$351K - $417K
|
279K
$12.7M
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
9.06K+ 6.37% |
$342K - $407K
|
151K
$6.87M
|
|
|
Aug 06, 2025
Q2 2025
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
9.05K+ 137.38% |
$342K - $406K
|
15.6K
$709K
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
8.16K+ 80.8% |
$308K - $366K
|
18.3K
$828K
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
7.59KNew |
$287K - $341K
|
7.59K
$344K
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
5.71K+ 3.22% |
$216K - $256K
|
183K
$8.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
4.83K+ 22.55% |
$182K - $217K
|
26.2K
$1.19M
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
4.24K+ 18.29% |
$160K - $191K
|
27.4K
$1.24M
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
3.49K+ 3.07% |
$132K - $157K
|
117K
$5.32M
|
|
|
Jul 28, 2025
Q2 2025
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
BUY
|
- |
3.05K+ 40.88% |
$115K - $137K
|
10.5K
$477K
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
3.01K+ 17.29% |
$114K - $135K
|
20.4K
$926K
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.75K+ 16.48% |
$104K - $124K
|
19.4K
$882K
|
|
|
Aug 14, 2025
Q2 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
2.41K+ 14.39% |
$91.2K - $108K
|
19.2K
$870K
|
|
|
Aug 07, 2025
Q2 2025
|
49 Wealth Management, LLC
Austin, TX |
BUY
|
- |
2.4K+ 6.78% |
$90.6K - $108K
|
37.8K
$1.71M
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
2.37KNew |
$89.5K - $106K
|
2.37K
$107K
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.85K+ 14.54% |
$69.8K - $82.9K
|
14.6K
$660K
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.8K+ 25.61% |
$68K - $80.8K
|
8.82K
$400K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.75K+ 192.73% |
$66.1K - $78.6K
|
2.66K
$121K
|
|
|
Jul 11, 2025
Q2 2025
|
Financial Advisory Corp
Grand Rapids, MI |
BUY
|
- |
1.73K+ 8.38% |
$65.4K - $77.7K
|
22.4K
$1.02M
|
|
|
Jul 18, 2025
Q2 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
1.46K+ 7.86% |
$55.2K - $65.6K
|
20K
$908K
|
|
|
Aug 08, 2025
Q2 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
1.4K+ 26.57% |
$52.7K - $62.6K
|
6.65K
$301K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.21KNew |
$45.5K - $54.1K
|
1.21K
$54.7K
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
933New |
$35.2K - $41.9K
|
933
$42.3K
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
918+ 5.76% |
$34.7K - $41.2K
|
16.9K
$765K
|
|
|
Jul 17, 2025
Q2 2025
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
755+ 11.03% |
$28.5K - $33.9K
|
7.6K
$345K
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
695+ 3.4% |
$26.3K - $31.2K
|
21.1K
$958K
|
|
|
Aug 05, 2025
Q2 2025
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
611+ 8.69% |
$23.1K - $27.4K
|
7.64K
$347K
|
|
|
Aug 15, 2025
Q2 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
494+ 1.01% |
$18.7K - $22.2K
|
49.4K
$2.24M
|
|
|
Jul 03, 2025
Q2 2025
|
True Wealth Advisors, LLC
|
BUY
|
- |
432+ 1.22% |
$16.3K - $19.4K
|
35.9K
$1.63M
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
192+ 4.2% |
$7.25K - $8.62K
|
4.76K
$216K
|
|
|
Aug 12, 2025
Q2 2025
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
183+ 1.43% |
$6.91K - $8.22K
|
13K
$588K
|
|
|
Jul 14, 2025
Q2 2025
|
Sound Stewardship, LLC
Overland Park, KS |
BUY
|
- |
179+ 1.2% |
$6.76K - $8.04K
|
15.1K
$685K
|
|
|
Jul 29, 2025
Q2 2025
|
Sigma Investment Counselors Inc
|
BUY
|
- |
152+ 1.05% |
$5.74K - $6.82K
|
14.6K
$662K
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
77New |
$2.91K - $3.46K
|
77
$3.49K
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
47+ 41.96% |
$1.78K - $2.11K
|
159
$7.21K
|
|
|
Aug 14, 2025
Q2 2025
|
Harvest Investment Services, LLC
|
BUY
|
- |
38+ 0.54% |
$1.44K - $1.71K
|
7.09K
$321K
|
|
|
Jul 29, 2025
Q2 2025
|
Values First Advisors, Inc.
|
BUY
|
- |
26+ 0.34% |
$982 - $1.17K
|
7.71K
$350K
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
BUY
|
- |
5+ 0.16% |
$189 - $225
|
3.19K
$145K
|
|
|
Aug 08, 2025
Q2 2025
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
3+ 0.37% |
$113 - $135
|
817
$37.1K
|
|
|
Aug 07, 2025
Q2 2025
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
1+ 0.31% |
$37.8 - $44.9
|
325
$14.7K
|
|
|
Jul 25, 2025
Q2 2025
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
1+ 0.04% |
$37.8 - $44.9
|
2.8K
$127K
|
|
|
Aug 12, 2025
Q2 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
1+ 0.02% |
$37.8 - $44.9
|
5.35K
$243K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|