Sign in:
 Email
 Password  save:
  
 Company Reports 
 
 
Membership is free, please Sign Up.
  
My Recent Searches
  Help
  
   
 
 
Get Institutions for : 
Timothy Plan Us Large Cap Core Etf (TPLC)  
$ 0.00 (0.00%) as of 4:30 Fri 2/14


Download
     
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 21 - 2023-12-31 368,485 $14,080,000 5,006
   HILL ISLAND FINANCIAL LLC 7 - 2023-12-31 317,683 $12,139,000 -7,021
   Ambassador Advisors LLC 10 - 2023-12-31 252,301 $9,686,000 35,158
   OConnor Financial Group LLC 6 - 2024-03-31 215,083 $9,057,000 -106,145
   AMERIPRISE FINANCIAL INC 1912 - 2023-12-31 210,966 $8,062,000 13,513
   Inspire Advisors LLC 12 *New 2023-12-31 169,264 $6,468,000 169,264
   LPL FINANCIAL CORP 1597 - 2023-12-31 150,274 $5,742,000 1,282
   SILVER OAK SECURITIES Inc 32 - 2023-12-31 146,305 $5,591,000 138,460
   EverSource Wealth Advisors LLC 72 - 2023-12-31 95,823 $3,662,000 28,061
   CREATIVE FINANCIAL DESIGNS INC /ADV 62 - 2023-12-31 89,691 $3,427,000 -1,445
   J.W. COLE ADVISORS INC. 120 - 2023-12-31 88,500 $3,382,000 166
   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
   Legacy Wealth Asset Management LLC 34 - 2024-03-31 50,249 $2,116,000 2,891
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 1693 - 2024-03-31 42,193 $1,777,000 985
   FINANCIAL NETWORK 1029 - 2023-12-31 46,008 $1,758,000 422
   CITADEL ADVISORS LLC 2497 *New 2023-12-31 42,159 $1,611,000 42,159
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 2234 - 2023-12-31 39,250 $1,500,000 8,327
   Atria Wealth Solutions Inc. 785 - 2023-12-31 31,130 $1,190,000 -375
   WIN ADVISORS INC 32 - 2024-03-31 27,615 $1,163,000 611
   Belpointe Asset Management LLC 201 - 2023-12-31 28,646 $1,095,000 -1,760
   GOLDMAN SACHS GROUP INC/ 3494 *New 2023-12-31 27,269 $1,042,000 27,269
   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
   Frontier Asset Management LLC 40 - 2023-12-31 22,995 $879,000 -2,018
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1044 - 2023-12-31 20,636 $789,000 0
   INTL FCSTONE INC. 177 - 2023-12-31 17,400 $665,000 219
   Arete Wealth Advisors LLC 345 - 2023-12-31 16,565 $633,000 16,565
   PFG FINANCIAL ADVISORS 129 - 2024-03-31 14,922 $628,000 1,106
   POLEN CAPITAL MANAGEMENT INC 103 - 2023-12-31 15,147 $579,000 -878
   Advisor Group Holdings Inc. 3029 - 2023-12-31 14,986 $573,000 -3,669
   MULTIFINANCIAL SECURITIES CORP 1098 - 2023-12-31 13,609 $520,000 -204
   CoreCap Advisors LLC 342 - 2023-12-31 13,445 $514,000 -379
   Strategic Blueprint LLC 374 - 2024-03-31 12,017 $506,000 -146
   Sound Stewardship LLC 45 - 2023-12-31 13,248 $506,000 6,908
   Financial Advocates Investment Management 435 - 2023-12-31 12,636 $483,000 831
   Bare Financial Services Inc 16 - 2023-12-31 11,441 $437,000 0
   H D Vest Advisory Services 1104 - 2023-12-31 10,059 $384,000 -3,611
   Advisory Alpha LLC *New 2023-12-31 9,913 $379,000 9,913
   Kestra Advisory Services LLC 1768 - 2023-12-31 8,671 $331,000 502
   COMMONWEALTH EQUITY SERVICES LLC. 3045 - 2023-12-31 8,484 $324,000 1,100
   BCGM Wealth Management LLC 102 - 2023-12-31 8,300 $317,000 0
   OneAscent Financial Services LLC 280 - 2024-03-31 7,305 $308,000 1,788
   Harvest Investment Services LLC 148 - 2023-12-31 7,811 $298,000 0
   Whitaker-Myers Wealth Managers LTD. 76 *New 2024-03-31 7,051 $297,000 7,051
   AE Wealth Management LLC 1722 - 2023-12-31 7,449 $284,000 26
   OneAscent Wealth Management LLC 131 *New 2024-03-31 6,710 $283,000 6,710
   ENVESTNET ASSET MANAGEMENT INC 3667 - 2023-12-31 6,777 $259,000 -2,789
   ROYAL BANK OF CANADA 4242 - 2023-12-31 6,783 $259,000 -1,207
   OLIVER LAGORE VANVALIN INVESTMENT GROUP 109 - 2023-12-31 5,122 $196,000 -76
   HHM Wealth Advisors LLC 172 - 2023-12-31 3,714 $142,000 0
   Nelson Van Denburg & Campbell Wealth Management Gr 576 - 2023-12-31 3,433 $131,000 260
   Larson Financial Group LLC 528 - 2023-12-31 2,186 $84,000 5
   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
   Geneos Wealth Management Inc. - 2023-12-31 1,558 $60,000 795
   UBS Group AG 5225 - 2023-12-31 1,425 $54,000 -2,147
   SUMMIT INVESTMENT ADVISORS INC 2144 - 2023-12-31 1,364 $52,000 -27
   PROEQUITIES INC. 1128 - 2023-12-31 1,316 $50,000 0
   Nemes Rush Group LLC 267 - 2023-12-31 1,145 $44,000 0
   MORGAN STANLEY 6000 - 2023-12-31 1,132 $43,000 1
   CWM LLC 2473 *New 2024-03-31 879 $37,000 879
   NBC SECURITIES INC. 1377 - 2024-03-31 592 $24,000 0
   Goss Wealth Management LLC 2514 - 2023-12-31 600 $23,000 0
   Venturi Wealth Management LLC 747 - 2024-03-31 465 $20,000 -14
   PNC FINANCIAL SERVICES GROUP INC 3499 - 2023-12-31 410 $16,000 0
   Asset Dedication LLC 626 - 2024-03-31 365 $15,000 0
   HARBOUR INVESTMENTS INC. 2045 - 2023-12-31 350 $13,000 0
   Winch Advisory Services LLC 249 - 2023-12-31 321 $12,000 1
   Coppell Advisory Solutions LLC 1126 - 2023-12-31 102 $4,000 -3
   FMR LLC 4707 *Closed 2023-12-31 0 $0 -2
   CREATIVE PLANNING 2805 *Closed 2023-12-31 0 $0 -6,546
   Coppell Advisory Solutions Corp. 651 *Closed 2023-03-31 0 $0 -105
   WELLS FARGO & CO/MN 6313 - 2023-12-31 1 $0 0
   GRADIENT INVESTMENTS LLC 1378 - 2024-03-31 1 $0 0
   Symphony Financial Ltd. Co. 203 *Closed 2024-03-31 0 $0 -7,445
   MML INVESTORS SERVICES LLC 2446 *Closed 2023-12-31 0 $0 -5,845
   Well Done LLC 192 *Closed 2024-03-31 0 $0 -5,771
  78 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results

  
    
    Copyright © 2024 j3sg.com | Disclaimer & Terms of use          Products & Service  About Us  Contact Us