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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  
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            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
   Ambassador Advisors LLC 10 - 2023-12-31 252,301 $9,686,000 35,158
   AMERIPRISE FINANCIAL INC 1912 - 2023-12-31 210,966 $8,062,000 13,513
   LPL FINANCIAL CORP 1466 - 2024-03-31 187,441 $7,893,000 37,167
   Geneos Wealth Management Inc. 74 - 2024-03-31 157,976 $6,652,000 156,418
   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 72 - 2023-12-31 95,823 $3,662,000 28,061
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1028 - 2024-03-31 71,007 $2,990,000 15,562
   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
   FINANCIAL NETWORK 1029 - 2023-12-31 46,008 $1,758,000 422
   Belpointe Asset Management LLC 167 - 2024-03-31 36,948 $1,556,000 8,302
   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
   INTL FCSTONE INC. 186 - 2024-03-31 17,726 $746,000 326
   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
   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
   Advisory Alpha LLC 210 - 2024-03-31 12,132 $511,000 2,219
   COMMONWEALTH EQUITY SERVICES LLC. 2808 - 2024-03-31 11,636 $490,000 3,152
   Kestra Advisory Services LLC 1768 - 2023-12-31 8,671 $331,000 502
   OneAscent Financial Services LLC 280 - 2024-03-31 7,305 $308,000 1,788
   AE Wealth Management LLC 1722 - 2023-12-31 7,449 $284,000 26
   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
   Bank of New Hampshire 295 - 2024-03-31 1,460 $61,000 145

  30 Records found
  1    
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