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Get Institutions for : 
Timothy Plan Us Large Cap Core Etf (TPLC)  
$ 0.00 (0.00%) as of 4:30 Fri 2/14


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 71    4
Total shares held : 
 3,032,282  
% of shares held : 
 54.64%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   12  
Amount of shares held : 
 480,268  
% of shares held change : 
   8.65%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 N/A  
Last Quarter's Ending Price : 
 N/A  
Last Quarter's Average Price : 
 N/A  
Change from last quarter's     
avg. price to the last closing  : 
(%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
8
 282,134
 9.3%
 
Increased Positions :
29
 265,303
 8.75%
 
Unchanged Positions :
13
 57,589
 1.9%
 
Decreased Positions :
21
-49,958
-1.65%
 
Closed Positions :
4
-17,211
-0.57%
 
Guru Positions :
0
 0%
 
View holdings for period: 3-31-2022 View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for the current period

  Page 1 of 1  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   Change Path LLC 25 - 2024-03-31 434,599 $18,301,000 66,114
   Ambassador Advisors LLC 10 - 2024-03-31 248,072 $10,446,000 -4,229
   HILL ISLAND FINANCIAL LLC 8 - 2024-03-31 235,373 $9,912,000 -82,310
   OConnor Financial Group LLC 6 - 2024-03-31 215,083 $9,057,000 -106,145
   LPL FINANCIAL CORP 1466 - 2024-03-31 187,441 $7,893,000 37,167
   AMERIPRISE FINANCIAL INC 1977 - 2024-03-31 180,101 $7,585,000 -30,865
   Geneos Wealth Management Inc. 74 - 2024-03-31 157,976 $6,652,000 156,418
   Inspire Advisors LLC 14 - 2024-03-31 132,698 $5,588,000 -36,566
   CREATIVE FINANCIAL DESIGNS INC /ADV 60 - 2024-03-31 90,886 $3,827,000 1,195
   J.W. COLE ADVISORS INC. 123 - 2024-03-31 89,124 $3,753,000 624
   EverSource Wealth Advisors LLC 73 - 2024-03-31 95,823 $3,662,000 0
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1028 - 2024-03-31 71,007 $2,990,000 15,562
   LVZ Advisors Inc. 18 - 2024-03-31 69,558 $2,929,000 -1,485
   Bare Financial Services Inc 14 - 2024-03-31 69,022 $2,744,000 57,581
   Legacy Wealth Asset Management LLC 34 - 2024-03-31 50,249 $2,116,000 2,891
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 1884 - 2024-03-31 42,823 $1,803,000 3,573
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 1693 - 2024-03-31 42,193 $1,777,000 985
   Belpointe Asset Management LLC 167 - 2024-03-31 36,948 $1,556,000 8,302
   Kestra Advisory Services LLC 1011 - 2024-03-31 34,831 $1,467,000 26,160
   Atria Wealth Solutions Inc. 767 - 2024-03-31 32,639 $1,374,000 1,509
   GOLDMAN SACHS GROUP INC/ 3462 - 2024-03-31 28,384 $1,195,000 1,115
   WIN ADVISORS INC 32 - 2024-03-31 27,615 $1,163,000 611
   TrueWealth Advisors LLC 51 - 2024-03-31 24,168 $1,018,000 664
   Stewardship Advisors LLC 45 - 2024-03-31 22,350 $941,000 110
   UBS Group AG 3653 - 2024-03-31 20,029 $843,000 18,604
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1060 - 2024-03-31 19,977 $841,000 -659
   FIRST HEARTLAND CONSULTANTS INC 182 *New 2024-03-31 19,593 $825,000 19,593
   INTL FCSTONE INC. 186 - 2024-03-31 17,726 $746,000 326
   Frontier Asset Management LLC 45 - 2024-03-31 17,238 $726,000 -5,757
   Arete Wealth Advisors LLC 256 - 2024-03-31 16,854 $710,000 289
   PFG FINANCIAL ADVISORS 129 - 2024-03-31 14,922 $628,000 1,106
   Sound Stewardship LLC 35 - 2024-03-31 14,231 $599,000 983
   H D Vest Advisory Services 980 - 2024-03-31 13,255 $558,000 3,196
   MULTIFINANCIAL SECURITIES CORP 1561 - 2024-03-31 12,415 $523,000 -1,194
   Financial Advocates Investment Management 444 - 2024-03-31 12,335 $519,000 -301
   CoreCap Advisors LLC 342 - 2023-12-31 13,445 $514,000 -379
   Advisory Alpha LLC 210 - 2024-03-31 12,132 $511,000 2,219
   Strategic Blueprint LLC 374 - 2024-03-31 12,017 $506,000 -146
   Advisor Group Holdings Inc. 2913 - 2024-03-31 12,010 $505,000 -2,976
   COMMONWEALTH EQUITY SERVICES LLC. 2808 - 2024-03-31 11,636 $490,000 3,152
   EFFICIENT ADVISORS, LLC 56 *New 2024-03-31 11,021 $464,000 11,021
   BCGM Wealth Management LLC 109 - 2024-03-31 8,300 $350,000 0
   Harvest Investment Services LLC 135 - 2024-03-31 7,811 $329,000 0
   OneAscent Financial Services LLC 280 - 2024-03-31 7,305 $308,000 1,788
   FINANCIAL NETWORK 2279 - 2024-03-31 7,119 $300,000 -38,889
   Whitaker-Myers Wealth Managers LTD. 76 *New 2024-03-31 7,051 $297,000 7,051
   OneAscent Wealth Management LLC 131 *New 2024-03-31 6,710 $283,000 6,710
   ENVESTNET ASSET MANAGEMENT INC 3739 - 2024-03-31 6,492 $273,000 -285
   OLIVER LAGORE VANVALIN INVESTMENT GROUP 107 - 2024-03-31 6,268 $264,000 1,146
   MML INVESTORS SERVICES LLC 2344 - 2024-03-31 4,784 $201,000 4,784
   ROYAL BANK OF CANADA 4169 - 2024-03-31 4,567 $192,000 -2,216
   HHM Wealth Advisors LLC 170 - 2024-03-31 3,714 $156,000 0
   Nelson Van Denburg & Campbell Wealth Management Gr 807 - 2024-03-31 3,440 $145,000 7
   Larson Financial Group LLC 557 - 2024-03-31 2,189 $92,000 3
   S.A. Mason LLC 240 - 2024-03-31 1,500 $63,000 0
   Bank of New Hampshire 295 - 2024-03-31 1,460 $61,000 145
   SILVER OAK SECURITIES Inc 437 - 2024-03-31 1,401 $59,000 -144,904
   SUMMIT INVESTMENT ADVISORS INC 2057 - 2024-03-31 1,366 $58,000 2
   PROEQUITIES INC. 1144 - 2024-03-31 1,316 $55,000 0
   MORGAN STANLEY 5967 - 2024-03-31 1,271 $54,000 139
   Nemes Rush Group LLC 275 - 2024-03-31 1,145 $48,000 0
   CWM LLC 2473 *New 2024-03-31 879 $37,000 879
   Goss Wealth Management LLC 2537 - 2024-03-31 600 $25,000 0
   NBC SECURITIES INC. 1377 - 2024-03-31 592 $24,000 0
   Ronald Blue Trust Inc. 1164 *New 2024-03-31 573 $24,000 573
   Venturi Wealth Management LLC 747 - 2024-03-31 465 $20,000 -14
   PNC FINANCIAL SERVICES GROUP INC 3498 - 2024-03-31 410 $17,000 0
   Asset Dedication LLC 626 - 2024-03-31 365 $15,000 0
   Winch Advisory Services LLC 232 - 2024-03-31 322 $14,000 1
   JFS WEALTH ADVISORS, LLC 718 *New 2024-03-31 326 $14,000 326
   HARBOUR INVESTMENTS INC. 2045 - 2023-12-31 350 $13,000 0
   FMR LLC 4314 - 2024-03-31 119 $5,000 119
   Coppell Advisory Solutions LLC 1126 - 2023-12-31 102 $4,000 -3
   Smartleaf Asset Management LLC 1416 *New 2024-03-31 33 $1,000 33
   CITADEL ADVISORS LLC 6160 *Closed 2024-03-31 0 $0 -42,159
   GRADIENT INVESTMENTS LLC 1378 - 2024-03-31 1 $0 0
   AE Wealth Management LLC 1607 *Closed 2024-03-31 0 $0 -7,449
   Symphony Financial Ltd. Co. 203 *Closed 2024-03-31 0 $0 -7,445
   POLEN CAPITAL MANAGEMENT INC 109 *Closed 2024-03-31 0 $0 -15,147
   WELLS FARGO & CO/MN 6775 - 2024-03-31 0 $0 -1
   Well Done LLC 192 *Closed 2024-03-31 0 $0 -5,771
  81 Records found
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