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Get Institutions for : 
Timothy Plan High Dividend Stock Etf (TPHD)  
$ 0.00 (0.00%) as of 4:30 Fri 2/14


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 68    1
Total shares held : 
 3,990,280  
% of shares held : 
 84.9%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   14  
Amount of shares held : 
 224,405  
% of shares held change : 
   4.77%  
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 :
2
 27,872
 0.7%
 
Increased Positions :
34
 308,942
 7.74%
 
Unchanged Positions :
13
 41,290
 1.03%
 
Decreased Positions :
19
-81,591
-2.04%
 
Closed Positions :
3
-30,818
-0.77%
 
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
   ATRIA INVESTMENTS LLC 61 - 2023-12-31 640,311 $21,205,000 43,196
   LPL FINANCIAL CORP 1167 - 2024-03-31 352,769 $12,760,000 37,930
   Change Path LLC 50 - 2024-03-31 290,521 $10,508,000 2,499
   AMERIPRISE FINANCIAL INC 1741 - 2024-03-31 276,511 $9,997,000 47,052
   OneAscent Financial Services LLC 19 - 2024-03-31 238,042 $8,610,000 -122,405
   Frontier Asset Management LLC 11 - 2024-03-31 233,392 $8,442,000 -10,614
   CREATIVE FINANCIAL DESIGNS INC /ADV 31 - 2024-03-31 227,892 $8,243,000 10,497
   OneAscent Wealth Management LLC 8 - 2024-03-31 149,776 $5,417,000 -94,893
   Strategic Equity Management 8 - 2024-03-31 121,569 $4,397,000 37,995
   OConnor Financial Group LLC 18 - 2024-03-31 113,517 $4,106,000 1,516
   CWM LLC 496 - 2024-03-31 93,843 $3,394,000 245
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1011 - 2024-03-31 85,848 $3,105,000 -6,763
   J.W. COLE ADVISORS INC. 146 - 2024-03-31 84,577 $3,059,000 468
   EverSource Wealth Advisors LLC 94 - 2024-03-31 77,801 $2,576,000 0
   Strategic Blueprint LLC 120 - 2024-03-31 67,290 $2,434,000 -144
   LVZ Advisors Inc. 25 - 2024-03-31 65,885 $2,383,000 1,873
   Kestra Advisory Services LLC 796 - 2024-03-31 65,459 $2,368,000 -1,534
   MONEYWISE INC. 22 - 2024-03-31 53,148 $1,922,000 32,094
   Financial Advocates Investment Management 193 - 2024-03-31 51,769 $1,872,000 1,051
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 1695 - 2024-03-31 48,772 $1,764,000 2,242
   ENVESTNET ASSET MANAGEMENT INC 2645 - 2024-03-31 48,595 $1,758,000 4,542
   INTL FCSTONE INC. 117 - 2024-03-31 40,115 $1,451,000 926
   Envestnet Portfolio Solutions Inc. 766 - 2024-03-31 35,803 $1,295,000 1,732
   WIN ADVISORS INC 33 - 2024-03-31 31,301 $1,132,000 749
   Bare Financial Services Inc 22 - 2024-03-31 31,642 $1,102,000 27,170
   PFG Investments LLC 353 *New 2024-03-31 25,058 $906,000 25,058
   Consolidated Portfolio Review Corp 108 - 2024-03-31 25,058 $906,000 1,939
   MULTIFINANCIAL SECURITIES CORP 1224 - 2024-03-31 23,994 $868,000 3,852
   COMMONWEALTH EQUITY SERVICES LLC. 2337 - 2024-03-31 23,723 $858,000 -613
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 2902 - 2024-03-31 20,735 $750,000 -10,589
   Geneos Wealth Management Inc. 404 - 2024-03-31 20,676 $748,000 2,489
   FIRST HEARTLAND CONSULTANTS INC 202 *New 2024-03-31 19,925 $721,000 19,925
   FINANCIAL NETWORK 1681 - 2024-03-31 19,571 $708,000 -48,930
   UBS Group AG 3848 - 2024-03-31 18,504 $669,000 13,297
   Arete Wealth Advisors LLC 274 - 2024-03-31 16,621 $601,000 918
   Advisor Group Holdings Inc. 2812 - 2024-03-31 15,804 $571,000 -38,227
   SIGMA INVESTMENT COUNSELORS INC 120 - 2024-03-31 15,558 $563,000 17
   CITADEL ADVISORS LLC 3766 - 2024-03-31 13,584 $491,000 3,493
   Cetera Investment Advisers 1206 - 2024-03-31 13,441 $486,000 2,076
   Sigma Planning Corp 771 - 2024-03-31 13,269 $480,000 13,269
   Inspire Advisors LLC 221 - 2024-03-31 12,733 $461,000 1,876
   BLUE CREEK INVESTMENT PARTNERS LLC 219 *New 2024-03-31 12,755 $461,000 12,755
   TrueWealth Advisors LLC 116 - 2024-03-31 10,030 $363,000 409
   HHM Wealth Advisors LLC 99 - 2024-03-31 9,612 $348,000 0
   BCGM Wealth Management LLC 113 - 2024-03-31 8,800 $318,000 0
   AIFG Consultants Ltd. 34 - 2024-03-31 8,604 $311,000 -336
   ROYAL BANK OF CANADA 3828 - 2024-03-31 8,217 $297,000 -1,219
   RAYMOND JAMES & ASSOCIATES 3454 - 2024-03-31 6,704 $243,000 12
   Ambassador Advisors LLC 227 - 2024-03-31 6,695 $242,000 206
   BluePath Capital Management LLC 108 - 2024-03-31 5,980 $216,000 5,980
   Brookstone Capital Management 853 *New 2024-03-31 5,854 $212,000 5,854
   Whitaker-Myers Wealth Managers LTD. 92 - 2024-03-31 5,701 $206,000 -1,516
   H D Vest Advisory Services 1526 *New 2024-03-31 5,584 $202,000 5,584
   OLIVER LAGORE VANVALIN INVESTMENT GROUP 127 - 2024-03-31 5,068 $183,000 987
   ICA Group Wealth Management LLC 316 *New 2024-03-31 4,335 $157,000 4,335
   Nemes Rush Group LLC 187 - 2024-03-31 3,725 $135,000 0
   Goss Wealth Management LLC 2159 - 2024-03-31 2,000 $72,000 0
   Bank of New Hampshire 307 - 2024-03-31 1,500 $54,000 165
   HARBOUR INVESTMENTS INC. 1534 - 2023-12-31 1,272 $42,000 35
   Coppell Advisory Solutions LLC 581 - 2023-12-31 1,027 $34,000 -3
   PRINCIPAL SECURITIES INC. 1758 - 2024-03-31 885 $32,000 136
   FTB Advisors Inc. 1162 - 2024-03-31 846 $31,000 5
   PROEQUITIES INC. 1369 - 2024-03-31 847 $31,000 0
   Ronald Blue Trust Inc. 1168 - 2024-03-31 665 $24,000 599
   Asset Dedication LLC 561 - 2024-03-31 618 $23,000 0
   SILVER OAK SECURITIES Inc 457 - 2024-03-31 641 $23,000 0
   PNC FINANCIAL SERVICES GROUP INC 3471 - 2024-03-31 485 $18,000 0
   COMERICA BANK 3071 - 2024-03-31 422 $15,000 -43
   NBC SECURITIES INC. 1649 - 2024-03-31 325 $11,000 0
   SUMMIT INVESTMENT ADVISORS INC 2919 - 2024-03-31 155 $6,000 0
   FMR LLC 4489 - 2024-03-31 50 $2,000 0
   Smartleaf Asset Management LLC 1266 *New 2024-03-31 56 $2,000 56
   Sunbelt Securities Inc. 1665 *Closed 2024-03-31 0 $0 -4,091
   Symphony Financial Ltd. Co. 193 *Closed 2024-03-31 0 $0 -6,818
   Slagle Financial LLC 120 *Closed 2024-03-31 0 $0 -14,900
   MORGAN STANLEY 7445 *New 2024-03-31 1 $0 1
   AE Wealth Management LLC 1802 *Closed 2024-03-31 0 $0 -17,402
   WELLS FARGO & CO/MN 6772 - 2024-03-31 0 $0 0
   WorthPointe LLC 80 *Closed 2024-03-31 0 $0 -16,156
  79 Records found
  1    
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