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 94 institutions that hold shares in the stock, with a total of 3.85 Million shares, which have been reported (via 13F filing form) to have a value of $170 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bcgm Wealth Management, LLC
|
May 08, 2025 Q1 2025 |
8,300
shares
|
$366,279
0.12% of portfolio
|
Q3 2022
Added 10.67%
|
|
|
Atria Investments LLC
Charlotte, NC |
May 06, 2025 Q1 2025 |
8,293
shares
|
$365,970
0.0% of portfolio
|
Q1 2025
Reduced 49.79%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
7,851
shares
|
$346,464
0.0% of portfolio
|
Q1 2025
Added 7.46%
|
|
|
Values First Advisors, Inc.
|
Apr 30, 2025 Q1 2025 |
7,688
shares
|
$339,271
0.2% of portfolio
|
Q1 2025
Reduced 7.86%
|
|
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
Apr 16, 2025 Q1 2025 |
7,459
shares
|
$329,165
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Brookstone Capital Management
|
Apr 29, 2025 Q1 2025 |
7,417
shares
|
$327,312
0.01% of portfolio
|
Q1 2025
Added 2.71%
|
|
|
Harvest Investment Services, LLC
|
May 15, 2025 Q1 2025 |
7,047
shares
|
$310,984
0.09% of portfolio
|
Q1 2025
Reduced 1.89%
|
|
|
Optivise Advisory Services LLC
Franklin, TN |
Apr 18, 2025 Q1 2025 |
7,032
shares
|
$310,322
0.17% of portfolio
|
Q1 2025
Added 9.75%
|
|
|
Kavar Capital Partners Group, LLC
Leawood, KS |
Apr 23, 2025 Q1 2025 |
6,846
shares
|
$302,113
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
One Ascent Wealth Management LLC
Birmingham, AL |
May 05, 2025 Q1 2025 |
6,587
shares
|
$290,684
0.12% of portfolio
|
Q1 2025
Added 0.4%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
May 14, 2025 Q1 2025 |
6,077
shares
|
$268,178
0.01% of portfolio
|
Q1 2025
Reduced 97.9%
|
|
|
Inspire Advisors, LLC
Meridian, ID |
May 07, 2025 Q1 2025 |
6,034
shares
|
$266,280
0.03% of portfolio
|
Q1 2025
Reduced 24.3%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
May 01, 2025 Q1 2025 |
5,590
shares
|
$246,686
0.01% of portfolio
|
Q1 2025
Added 10.19%
|
|
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
May 12, 2025 Q1 2025 |
5,440
shares
|
$240,067
0.05% of portfolio
|
Q1 2025
Reduced 0.07%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
May 12, 2025 Q1 2025 |
5,353
shares
|
$236,227
0.01% of portfolio
|
Q1 2025
Reduced 0.54%
|
|
|
Foundations Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
5,250
shares
|
$231,682
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
May 08, 2025 Q1 2025 |
5,072
shares
|
$223,827
0.03% of portfolio
|
Q1 2025
Added 14.57%
|
|
|
Hfg Wealth Management, LLC
The Woodlands, TX |
Apr 08, 2025 Q1 2025 |
4,773
shares
|
$210,632
0.12% of portfolio
|
Q1 2025
Reduced 74.02%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
4,567
shares
|
$201,541
0.0% of portfolio
|
Q1 2024
Reduced 32.67%
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
3,182
shares
|
$140,421
0.01% of portfolio
|
Q1 2025
Added 0.09%
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Apr 01, 2025 Q4 2024 |
2,862
shares
|
$126,300
0.03% of portfolio
|
Q4 2024
Reduced 28.66%
|
|
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
May 05, 2025 Q1 2025 |
2,799
shares
|
$123,519
0.07% of portfolio
|
Q1 2025
Added 0.04%
|
|
|
S.A. Mason LLC
|
Apr 23, 2025 Q1 2025 |
1,640
shares
|
$72,373
0.04% of portfolio
|
Q2 2024
Added 9.33%
|
|
|
Bank Of New Hampshire
|
Apr 14, 2025 Q1 2025 |
1,460
shares
|
$64,429
0.02% of portfolio
|
Q1 2024
Added 11.03%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
1,215
shares
|
$53,617
0.0% of portfolio
|
Q1 2025
New holding
|