Purchases and Sales Made in Q1 2025 in Timothy Plan U S Sm Cap Core E (TPSC)
This table provides information about the institutional ownership of Timothy Plan U S Sm Cap Core E (TPSC) during Q1 2025. The information is specifically focused on institutions that hold shares of TIMOTHY PLAN U S SM CAP CORE E.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 05, 2025
Q1 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
111K+ 112.77% |
$4.03M - $4.55M
|
210K
$7.91M
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
99.5K+ 267.86% |
$3.6M - $4.06M
|
137K
$5.14M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
47.5K+ 89.32% |
$1.72M - $1.94M
|
101K
$3.79M
|
|
|
Apr 15, 2025
Q1 2025
|
Strategic Equity Management
|
BUY
|
- |
20KNew |
$722K - $816K
|
20K
$752K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
19.8K+ 10.23% |
$714K - $807K
|
213K
$8.02M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
17.7K+ 83.08% |
$641K - $724K
|
39.1K
$1.47M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
17.4KNew |
$630K - $712K
|
17.4K
$657K
|
|
|
Apr 22, 2025
Q1 2025
|
Moneywise, Inc.
|
BUY
|
- |
17.1KNew |
$616K - $696K
|
17.1K
$642K
|
|
|
Apr 10, 2025
Q1 2025
|
True Wealth Advisors, LLC
|
BUY
|
- |
16.5KNew |
$595K - $672K
|
16.5K
$620K
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
14.8KNew |
$533K - $602K
|
14.8K
$556K
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
14.4K+ 349.6% |
$521K - $588K
|
18.5K
$698K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
14.4K+ 6.88% |
$521K - $588K
|
224K
$8.43M
|
|
|
May 12, 2025
Q1 2025
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
12.4K+ 6.03% |
$448K - $506K
|
218K
$8.21M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
11.7K+ 3338.57% |
$422K - $477K
|
12K
$453K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
9.4KNew |
$340K - $384K
|
9.4K
$354K
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
9.33K+ 19.49% |
$337K - $381K
|
57.2K
$2.15M
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
6.52K+ 106.4% |
$236K - $266K
|
12.6K
$476K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
6.2K+ 10.14% |
$224K - $253K
|
67.3K
$2.54M
|
|
|
May 02, 2025
Q1 2025
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
6.16KNew |
$223K - $251K
|
6.16K
$232K
|
|
|
Apr 23, 2025
Q1 2025
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
5.82KNew |
$210K - $238K
|
5.82K
$219K
|
|
|
May 09, 2025
Q1 2025
|
Sound Financial Strategies Group, LLC
|
BUY
|
- |
5.67K+ 14.51% |
$205K - $231K
|
44.8K
$1.69M
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
5.44KNew |
$197K - $222K
|
5.44K
$205K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
4.72K+ 100.7% |
$171K - $193K
|
9.42K
$354K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
4.54K+ 17.48% |
$164K - $185K
|
30.5K
$1.15M
|
|
|
May 02, 2025
Q1 2025
|
Sage Oak Financial, LLC
Tulsa, OK |
BUY
|
- |
3.46K+ 38.11% |
$125K - $141K
|
12.5K
$471K
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
2.66K+ 9.25% |
$96K - $108K
|
31.4K
$1.18M
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
2.32KNew |
$83.7K - $94.5K
|
2.32K
$87.2K
|
|
|
Apr 07, 2025
Q1 2025
|
O'Connor Financial Group LLC
Quincy, IL |
BUY
|
- |
2.29K+ 1.55% |
$82.6K - $93.3K
|
150K
$5.63M
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
2.08K+ 14.06% |
$75.1K - $84.8K
|
16.9K
$635K
|
|
|
May 07, 2025
Q1 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
2.03K+ 5.19% |
$73.4K - $82.9K
|
41.2K
$1.55M
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.99K+ 39.68% |
$71.9K - $81.2K
|
7K
$264K
|
|
|
Apr 15, 2025
Q1 2025
|
Christian Investment Advisors, Inc.
New Braunfels, TX |
BUY
|
- |
1.65K+ 0.51% |
$59.6K - $67.3K
|
328K
$12.3M
|
|
|
Apr 21, 2025
Q1 2025
|
Xy Planning Network, Inc.
Bozeman, MT |
BUY
|
- |
1.51K+ 5.6% |
$54.6K - $61.6K
|
28.5K
$1.07M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
1.44K+ 3.25% |
$52.1K - $58.8K
|
45.8K
$1.72M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
1.41K+ 13.95% |
$50.8K - $57.4K
|
11.5K
$432K
|
|
|
Apr 14, 2025
Q1 2025
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
1.13K+ 11.62% |
$40.8K - $46.1K
|
10.9K
$409K
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
844+ 5.77% |
$30.5K - $34.4K
|
15.5K
$583K
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
633+ 3.18% |
$22.9K - $25.8K
|
20.6K
$774K
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
585+ 106.17% |
$21.1K - $23.9K
|
1.14K
$42.8K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
466+ 4.22% |
$16.8K - $19K
|
11.5K
$434K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
347+ 1.38% |
$12.5K - $14.2K
|
25.5K
$962K
|
|
|
Apr 17, 2025
Q1 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
307+ 2.07% |
$11.1K - $12.5K
|
15.1K
$569K
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
139New |
$5.02K - $5.67K
|
139
$5.23K
|
|
|
May 16, 2025
Q1 2025
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
56+ 0.03% |
$2.02K - $2.29K
|
186K
$7M
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
54+ 11.56% |
$1.95K - $2.2K
|
521
$19.6K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
47+ 0.84% |
$1.7K - $1.92K
|
5.66K
$213K
|
|
|
May 06, 2025
Q1 2025
|
Efficient Advisors, LLC
|
BUY
|
- |
16+ 0.24% |
$578 - $653
|
6.58K
$248K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
13+ 17.57% |
$470 - $531
|
87
$3.28K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
6+ 0.99% |
$217 - $245
|
612
$23K
|
|
|
May 05, 2025
Q1 2025
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
1+ 0.05% |
$36.1 - $40.8
|
1.87K
$70.4K
|