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 77 institutions that hold shares in the stock, with a total of 3 Million shares, which have been reported (via 13F filing form) to have a value of $122 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Creative One Wealth, LLC
Overland Park, KS |
May 14, 2024 Q1 2024 |
434,599
shares
|
$17.6 Million
0.73% of portfolio
|
Q1 2024
Added 17.94%
|
|
|
Ambassador Advisors, LLC
Lancaster, PA |
May 15, 2024 Q1 2024 |
248,072
shares
|
$10.1 Million
1.91% of portfolio
|
Q1 2024
Reduced 1.68%
|
|
|
Hill Island Financial LLC
Grand Rapids, MI |
May 10, 2024 Q1 2024 |
235,373
shares
|
$9.55 Million
3.27% of portfolio
|
Q1 2024
Reduced 25.91%
|
|
|
O'Connor Financial Group LLC
Quincy, IL |
Apr 11, 2024 Q1 2024 |
215,083
shares
|
$8.73 Million
5.4% of portfolio
|
Q1 2024
Reduced 33.04%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 10, 2024 Q1 2024 |
187,441
shares
|
$7.61 Million
0.0% of portfolio
|
Q1 2024
Added 24.73%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 15, 2024 Q1 2024 |
180,101
shares
|
$7.31 Million
0.0% of portfolio
|
Q1 2024
Reduced 14.63%
|
|
|
Geneos Wealth Management Inc.
|
May 03, 2024 Q1 2024 |
157,976
shares
|
$6.41 Million
0.31% of portfolio
|
Q1 2024
Added 10039.67%
|
|
|
Inspire Advisors, LLC
Meridian, ID |
May 07, 2024 Q1 2024 |
132,698
shares
|
$5.38 Million
0.81% of portfolio
|
Q1 2024
Reduced 21.6%
|
|
|
Ever Source Wealth Advisors, LLC
|
Jun 11, 2024 Q1 2024 |
118,288
shares
|
$4.8 Million
0.4% of portfolio
|
Q1 2024
Added 23.44%
|
|
|
Creative Financial Designs Inc
|
May 01, 2024 Q1 2024 |
90,886
shares
|
$3.69 Million
0.37% of portfolio
|
Q1 2024
Added 1.33%
|
|
|
J.W. Cole Advisors, Inc.
|
Apr 30, 2024 Q1 2024 |
89,124
shares
|
$3.62 Million
0.19% of portfolio
|
Q1 2024
Added 0.71%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 24, 2024 Q1 2024 |
71,007
shares
|
$2.88 Million
0.01% of portfolio
|
Q1 2024
Added 28.07%
|
|
|
Lvz, Inc.
|
Apr 17, 2024 Q1 2024 |
69,558
shares
|
$2.82 Million
0.4% of portfolio
|
Q1 2024
Reduced 2.09%
|
|
|
Bare Financial Services, Inc
Gap, PA |
May 13, 2024 Q1 2024 |
69,022
shares
|
$2.8 Million
2.64% of portfolio
|
Q1 2024
Added 503.29%
|
|
|
Legacy Wealth Asset Management, LLC
|
Apr 19, 2024 Q1 2024 |
50,249
shares
|
$2.04 Million
0.65% of portfolio
|
Q1 2024
Added 6.1%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 07, 2024 Q1 2024 |
42,823
shares
|
$1.74 Million
0.0% of portfolio
|
Q1 2024
Added 9.1%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Apr 22, 2024 Q1 2024 |
42,193
shares
|
$1.71 Million
0.0% of portfolio
|
Q1 2024
Added 2.39%
|
|
|
Belpointe Asset Management LLC
|
May 08, 2024 Q1 2024 |
36,948
shares
|
$1.5 Million
0.13% of portfolio
|
Q1 2024
Added 28.98%
|
|
|
Kestra Advisory Services, LLC
|
May 15, 2024 Q1 2024 |
34,831
shares
|
$1.41 Million
0.01% of portfolio
|
Q1 2024
Added 301.7%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 13, 2024 Q1 2024 |
32,639
shares
|
$1.32 Million
0.02% of portfolio
|
Q1 2024
Added 4.85%
|
|
|
Goldman Sachs Group Inc
New York, NY |
May 15, 2024 Q1 2024 |
28,384
shares
|
$1.15 Million
0.0% of portfolio
|
Q1 2024
Added 4.09%
|
|
|
Win Advisors, Inc
|
Apr 24, 2024 Q1 2024 |
27,615
shares
|
$1.12 Million
0.51% of portfolio
|
Q1 2024
Added 2.26%
|
|
|
True Wealth Advisors, LLC
|
Apr 23, 2024 Q1 2024 |
24,168
shares
|
$980,737
0.42% of portfolio
|
Q1 2024
Added 2.83%
|
|
|
Stewardship Advisors, LLC
|
Apr 17, 2024 Q1 2024 |
22,350
shares
|
$906,963
0.33% of portfolio
|
Q1 2024
Added 0.49%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 24, 2024 Q1 2024 |
21,626
shares
|
$877,583
0.0% of portfolio
|
Q1 2024
New holding
|
|