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
$3.33M
|
|
|
Jul 30, 2025
Q2 2025
|
Turning Point Benefit Group, Inc.
Frederick, MD |
BUY
|
- |
23.7K+ 224.34% |
$895K - $1.06M
|
34.3K
$1.54M
|
|
|
Aug 13, 2025
Q2 2025
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
12.8K+ 5.03% |
$482K - $573K
|
267K
$12M
|
|
|
Aug 11, 2025
Q2 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
12.5K+ 81.94% |
$471K - $560K
|
27.7K
$1.25M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
12.1K+ 14.1% |
$457K - $543K
|
97.9K
$4.4M
|
|
|
Aug 13, 2025
Q2 2025
|
Stone X Group Inc.
|
BUY
|
- |
9.64KNew |
$364K - $433K
|
9.64K
$434K
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
9.28K+ 3.44% |
$351K - $417K
|
279K
$12.5M
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
9.06K+ 6.37% |
$342K - $407K
|
151K
$6.81M
|
|
|
Aug 06, 2025
Q2 2025
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
9.05K+ 137.38% |
$342K - $406K
|
15.6K
$703K
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
8.16K+ 80.8% |
$308K - $366K
|
18.3K
$821K
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
7.59KNew |
$287K - $341K
|
7.59K
$341K
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
4.83K+ 22.55% |
$182K - $217K
|
26.2K
$1.18M
|
|
|
Jul 28, 2025
Q2 2025
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
BUY
|
- |
3.05K+ 40.88% |
$115K - $137K
|
10.5K
$473K
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.75K+ 16.48% |
$104K - $124K
|
19.4K
$875K
|
|
|
Aug 07, 2025
Q2 2025
|
49 Wealth Management, LLC
Austin, TX |
BUY
|
- |
2.4K+ 6.78% |
$90.6K - $108K
|
37.8K
$1.7M
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
2.37KNew |
$89.5K - $106K
|
2.37K
$107K
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.8K+ 25.61% |
$68K - $80.8K
|
8.82K
$397K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.75K+ 192.73% |
$66.1K - $78.6K
|
2.66K
$120K
|
|
|
Jul 11, 2025
Q2 2025
|
Financial Advisory Corp
Grand Rapids, MI |
BUY
|
- |
1.73K+ 8.38% |
$65.4K - $77.7K
|
22.4K
$1.01M
|
|
|
Jul 18, 2025
Q2 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
1.46K+ 7.86% |
$55.2K - $65.6K
|
20K
$901K
|
|
|
Aug 08, 2025
Q2 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
1.4K+ 26.57% |
$52.7K - $62.6K
|
6.65K
$299K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.21KNew |
$45.5K - $54.1K
|
1.21K
$54.2K
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
933New |
$35.2K - $41.9K
|
933
$42K
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
918+ 5.76% |
$34.7K - $41.2K
|
16.9K
$759K
|
|
|
Jul 17, 2025
Q2 2025
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
755+ 11.03% |
$28.5K - $33.9K
|
7.6K
$342K
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
695+ 3.4% |
$26.3K - $31.2K
|
21.1K
$951K
|
|
|
Aug 05, 2025
Q2 2025
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
611+ 8.69% |
$23.1K - $27.4K
|
7.64K
$344K
|
|
|
Jul 03, 2025
Q2 2025
|
True Wealth Advisors, LLC
|
BUY
|
- |
432+ 1.22% |
$16.3K - $19.4K
|
35.9K
$1.61M
|
|
|
Aug 12, 2025
Q2 2025
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
183+ 1.43% |
$6.91K - $8.22K
|
13K
$583K
|
|
|
Jul 14, 2025
Q2 2025
|
Sound Stewardship, LLC
Overland Park, KS |
BUY
|
- |
179+ 1.2% |
$6.76K - $8.04K
|
15.1K
$680K
|
|
|
Jul 29, 2025
Q2 2025
|
Sigma Investment Counselors Inc
|
BUY
|
- |
152+ 1.05% |
$5.74K - $6.82K
|
14.6K
$656K
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
77New |
$2.91K - $3.46K
|
77
$3.46K
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
47+ 41.96% |
$1.78K - $2.11K
|
159
$7.15K
|
|
|
Jul 29, 2025
Q2 2025
|
Values First Advisors, Inc.
|
BUY
|
- |
26+ 0.34% |
$982 - $1.17K
|
7.71K
$347K
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
BUY
|
- |
5+ 0.16% |
$189 - $225
|
3.19K
$143K
|
|
|
Aug 08, 2025
Q2 2025
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
3+ 0.37% |
$113 - $135
|
817
$36.8K
|
|
|
Jul 25, 2025
Q2 2025
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
1+ 0.04% |
$37.8 - $44.9
|
2.8K
$126K
|
|
|
Aug 12, 2025
Q2 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
1+ 0.02% |
$37.8 - $44.9
|
5.35K
$241K
|
|
|
Aug 07, 2025
Q2 2025
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
1+ 0.31% |
$37.8 - $44.9
|
325
$14.6K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-77- 18.03% |
$2.91K - $3.46K
|
350
$15.7K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-77- 0.46% |
$2.91K - $3.46K
|
16.6K
$745K
|
|
|
Aug 11, 2025
Q2 2025
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-253- 4.19% |
$9.56K - $11.4K
|
5.78K
$260K
|
|
|
Aug 01, 2025
Q2 2025
|
Advisory Alpha, LLC
|
SELL
|
- |
-259- 2.17% |
$9.79K - $11.6K
|
11.7K
$526K
|
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-368- 6.58% |
$13.9K - $16.5K
|
5.22K
$235K
|
|
|
Jul 30, 2025
Q2 2025
|
Brookstone Capital Management
|
SELL
|
- |
-432- 5.82% |
$16.3K - $19.4K
|
6.99K
$314K
|
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-643- 0.87% |
$24.3K - $28.9K
|
73K
$3.28M
|
|
|
Jul 10, 2025
Q2 2025
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-798- 27.88% |
$30.1K - $35.8K
|
2.06K
$92.9K
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.26K- 10.57% |
$47.7K - $56.7K
|
10.7K
$481K
|
|
|
Jul 31, 2025
Q2 2025
|
3 Edge Asset Management, LP
|
SELL
|
- |
-2.05K- 21.93% |
$77.4K - $92K
|
7.3K
$328K
|