Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 17, 2025
Q3 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
64.2KNew |
$2.88M - $2.98M
|
64.2K
$2.91M
|
|
|
Oct 24, 2025
Q3 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
4.82K+ 24.08% |
$216K - $224K
|
24.9K
$1.13M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
3.3KNew |
$148K - $153K
|
3.3K
$150K
|
|
|
Oct 21, 2025
Q3 2025
|
Values First Advisors, Inc.
|
BUY
|
- |
2.62K+ 33.93% |
$117K - $122K
|
10.3K
$469K
|
|
|
Oct 15, 2025
Q3 2025
|
True Wealth Advisors, LLC
|
BUY
|
- |
1.07K+ 2.99% |
$48.1K - $49.8K
|
37K
$1.68M
|
|
|
Oct 17, 2025
Q3 2025
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
750+ 9.87% |
$33.6K - $34.8K
|
8.35K
$379K
|
|
|
Oct 15, 2025
Q3 2025
|
First Premier Bank
|
BUY
|
- |
250New |
$11.2K - $11.6K
|
250
$11.3K
|
|
|
Oct 08, 2025
Q3 2025
|
Financial Advisory Corp
Grand Rapids, MI |
BUY
|
- |
26+ 0.12% |
$1.16K - $1.21K
|
22.4K
$1.02M
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
BUY
|
- |
6+ 0.09% |
$269 - $279
|
6.99K
$317K
|
|
|
Oct 27, 2025
Q3 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
1+ 0.23% |
$44.8 - $46.4
|
432
$19.6K
|
|
|
Oct 23, 2025
Q3 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-11- 0.13% |
$493 - $511
|
8.6K
$390K
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-150- 5.64% |
$6.72K - $6.96K
|
2.51K
$114K
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-168- 1.24% |
$7.53K - $7.8K
|
13.4K
$607K
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-513- 0.28% |
$23K - $23.8K
|
182K
$8.27M
|
|
|
Oct 17, 2025
Q3 2025
|
Optivise Advisory Services LLC
Franklin, TN |
SELL
|
- |
-668- 8.74% |
$29.9K - $31K
|
6.98K
$316K
|
|
|
Oct 17, 2025
Q3 2025
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
SELL
|
- |
-869- 8.27% |
$38.9K - $40.3K
|
9.64K
$437K
|
|
|
Oct 14, 2025
Q3 2025
|
Sound Stewardship, LLC
Overland Park, KS |
SELL
|
- |
-874- 5.79% |
$39.2K - $40.6K
|
14.2K
$646K
|
|
|
Oct 23, 2025
Q3 2025
|
Sound Financial Strategies Group, LLC
|
SELL
|
- |
-3.29K- 5.21% |
$147K - $153K
|
59.8K
$2.71M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-4.3K- 25.51% |
$193K - $200K
|
12.6K
$570K
|
|
|
Oct 21, 2025
Q3 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-72.2K- 47.69% |
$3.24M - $3.35M
|
79.2K
$3.59M
|