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Get Institutions for : 
Timothy Plan Us Small Cap Core Etf (TPSC)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 47    4
Total shares held : 
 1,053,751  
% of shares held : 
 11.71%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   7  
Amount of shares held : 
 -176,721  
% of shares held change : 
   -1.96%  
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 :
3
 38,957
 3.7%
 
Increased Positions :
22
 139,942
 13.28%
 
Unchanged Positions :
11
 54,186
 5.14%
 
Decreased Positions :
11
-133,205
-12.64%
 
Closed Positions :
7
-222,415
-21.11%
 
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  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   Ambassador Advisors LLC 15 - 2024-03-31 191,547 $7,028,000 -1,531
   CREATIVE FINANCIAL DESIGNS INC /ADV 39 - 2024-03-31 165,406 $6,069,000 88,721
   OneAscent Financial Services LLC 25 - 2024-03-31 156,696 $5,749,000 114,279
   OConnor Financial Group LLC 12 - 2024-03-31 150,520 $5,523,000 2,073
   LPL FINANCIAL CORP 2153 - 2024-03-31 81,929 $3,006,000 20,720
   Bare Financial Services Inc 15 - 2024-03-31 78,142 $2,691,000 68,411
   Sowell Financial Services LLC 207 - 2024-03-31 60,619 $2,224,000 60,619
   OneAscent Wealth Management LLC 17 - 2024-03-31 51,340 $1,884,000 45,262
   Kestra Advisory Services LLC 907 - 2024-03-31 50,908 $1,868,000 3,148
   Frontier Asset Management LLC 35 - 2024-03-31 45,675 $1,676,000 -1,359
   EverSource Wealth Advisors LLC 129 - 2024-03-31 45,810 $1,621,000 0
   Strategic Blueprint LLC 251 - 2024-03-31 25,549 $937,000 -767
   GTS SECURITIES LLC 541 *New 2024-03-31 25,417 $933,000 25,417
   HPM Partners LLC 1323 - 2024-03-31 24,755 $908,000 0
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1833 - 2024-03-31 23,017 $844,000 1,301
   Sound Stewardship LLC 33 - 2024-03-31 21,849 $802,000 1,456
   FIRST HEARTLAND CONSULTANTS INC 188 - 2024-03-31 20,996 $770,000 9,774
   VALMARK ADVISERS INC 323 *New 2024-03-31 18,691 $686,000 18,691
   J.W. COLE ADVISORS INC. 510 - 2024-03-31 14,911 $547,000 347
   COMMONWEALTH EQUITY SERVICES LLC. 2924 - 2024-03-31 11,584 $425,000 327
   MULTIFINANCIAL SECURITIES CORP 1724 - 2024-03-31 11,201 $411,000 -2,289
   PFG FINANCIAL ADVISORS 174 - 2024-03-31 11,005 $404,000 712
   Envestnet Portfolio Solutions Inc. 1224 - 2024-03-31 10,470 $384,000 556
   Householder Group Estate & Retirement Specialist L 165 - 2024-03-31 9,734 $357,000 1,287
   ENVESTNET ASSET MANAGEMENT INC 3605 - 2024-03-31 9,581 $352,000 661
   UBS Group AG 4330 - 2024-03-31 9,309 $342,000 9,047
   ADVISORY SERVICES NETWORK, LLC 1096 - 2024-03-31 9,240 $339,000 -236
   Whitaker-Myers Wealth Managers LTD. 68 - 2024-03-31 9,162 $336,000 220
   Cetera Investment Advisers 1530 - 2024-03-31 6,985 $256,000 774
   FINANCIAL NETWORK 2411 - 2024-03-31 6,761 $248,000 -18,578
   EFFICIENT ADVISORS, LLC 68 *New 2024-03-31 5,497 $202,000 5,497
   Advisor Group Holdings Inc. 3718 - 2024-03-31 5,090 $187,000 -5,326
   HHM Wealth Advisors LLC 177 - 2024-03-31 3,878 $142,000 0
   OLIVER LAGORE VANVALIN INVESTMENT GROUP 154 - 2024-03-31 3,526 $129,000 666
   ICA Group Wealth Management LLC 523 - 2024-03-31 1,579 $58,000 1,357
   Nemes Rush Group LLC 284 - 2024-03-31 1,240 $45,000 0
   Ronald Blue Trust Inc. 1068 *New 2024-03-31 861 $32,000 861
   BENJAMIN F. EDWARDS & COMPANY INC. 1479 - 2024-03-31 637 $23,000 32
   Geneos Wealth Management Inc. 1395 - 2024-03-31 499 $18,000 158
   HARBOUR INVESTMENTS INC. 1906 - 2023-12-31 516 $18,000 50
   Asset Dedication LLC 678 - 2024-03-31 259 $10,000 0
   ROYAL BANK OF CANADA 5740 - 2024-03-31 150 $6,000 150
   Coppell Advisory Solutions LLC 1169 - 2023-12-31 110 $4,000 0
   COMERICA BANK 3411 - 2024-03-31 83 $3,000 -5
   JFS WEALTH ADVISORS, LLC 1340 *New 2024-03-31 72 $3,000 72
   PRINCIPAL SECURITIES INC. 2892 - 2024-03-31 57 $2,000 27
   Smartleaf Asset Management LLC 1346 *New 2024-03-31 18 $1,000 18
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 5511 *Closed 2024-03-31 0 $0 -18,275
   FLOW TRADERS U.S. LLC 754 *Closed 2024-03-31 0 $0 -23,419
   J P MORGAN CHASE & CO 5638 *Closed 2024-03-31 0 $0 -3,527
   Symphony Financial Ltd. Co. 195 *Closed 2024-03-31 0 $0 -6,062
   ATRIA INVESTMENTS LLC 936 *Closed 2023-12-31 0 $0 -157,882
   SILVER OAK SECURITIES Inc 496 *Closed 2024-03-31 0 $0 -6,087
   PROEQUITIES INC. 6961 - 2024-03-31 0 $0 0
   CITADEL ADVISORS LLC 6511 *Closed 2024-03-31 0 $0 -45,801
   Sunbelt Securities Inc. 1756 *Closed 2024-03-31 0 $0 -1,357
   MORGAN STANLEY 7750 *New 2024-03-31 1 $0 1
   WorthPointe LLC 70 *Closed 2024-03-31 0 $0 -19,114
  58 Records found
  1    
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