Who owns Timothy Plan us lrg cap cor?

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Analyze quarterly positions in Timothy Plan us lrg cap cor with up to 7 years of data, all consolidated into one spreadsheet

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Top investors of Timothy Plan us lrg cap cor stock

Who bought or sold Timothy Plan us lrg cap cor this quarter?

Fund or Company Name Shares Held Valued At Change in Shares As Of Actions
Change Path 369k $14M 1% Dec 2023
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Ambassador Advisors 248k $10M -2% Mar 2024
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Hill Island Financial 235k $9.9M -26% Mar 2024
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O'Connor Financial Group 215k $9.1M -33% Mar 2024
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LPL Financial 187k $7.9M 26% Mar 2024
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Ameriprise Financial 180k $7.6M -9% Mar 2024
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Geneos Wealth Management 158k $6.7M 10040% Mar 2024
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Inspire Advisors 133k $5.6M -22% Mar 2024
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EverSource Wealth Advisors 96k $3.7M 0% Mar 2024
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Creative Financial Designs 91k $3.8M 1% Mar 2024
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J.w. Cole Advisors 89k $3.8M 1% Mar 2024
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Cambridge Investment Research Advisors 71k $3.0M 28% Mar 2024
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LVZ Advisors 70k $2.9M -2% Mar 2024
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Bare Financial Services 69k $2.7M 503% Mar 2024
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Legacy Wealth Asset Management 50k $2.1M 6% Mar 2024
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Susquehanna International 43k $1.8M 38% Mar 2024
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Raymond James Financial Services Advisors 42k $1.8M 2% Mar 2024
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Belpointe Asset Management 37k $1.6M 22% Mar 2024
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Atria Wealth Solutions 33k $1.4M 5% Mar 2024
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Goldman Sachs Group 28k $1.2M 4% Mar 2024
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Win Advisors 28k $1.2M 2% Mar 2024
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TrueWealth Advisors 24k $1.0M 3% Mar 2024
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Stewardship Advisors 22k $941k 0% Mar 2024
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UBS Group 20k $843k 1306% Mar 2024
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Northwestern Mutual Wealth Management Company 20k $841k -3% Mar 2024
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First Heartland Consultants 20k $825k 100% Mar 2024
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Intl Fcstone 18k $746k 2% Mar 2024
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Arete Wealth Advisors 17k $710k 2% Mar 2024
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PFG Financial Advisors 15k $628k 8% Mar 2024
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Sound Stewardship 14k $599k 7% Mar 2024
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CoreCap Advisors 13k $514k -3% Dec 2023
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H D Vest Advisory Services 13k $558k 32% Mar 2024
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Financial Advocates Investment Management 12k $519k -2% Mar 2024
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Advisory Alpha 12k $511k 22% Mar 2024
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Strategic Blueprint 12k $506k -1% Mar 2024
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Advisor Group Holdings 12k $506k -20% Mar 2024
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Commonwealth Equity Services 12k $490k 37% Mar 2024
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Efficient Advisors 11k $464k 100% Mar 2024
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Kestra Advisory Services 8.7k $331k 6% Dec 2023
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BCGM Wealth Management 8.3k $350k 0% Mar 2024
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Harvest Investment Services 7.8k $329k 0% Mar 2024
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OneAscent Financial Services 7.3k $308k 32% Mar 2024
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Whitaker-Myers Wealth Managers 7.1k $297k 100% Mar 2024
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OneAscent Wealth Management 6.7k $283k 100% Mar 2024
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Envestnet Asset Management 6.5k $273k -32% Mar 2024
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Oliver Lagore Vanvalin Investment Group 6.3k $264k 22% Mar 2024
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Royal Bank of Canada 4.6k $192k -33% Mar 2024
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HHM Wealth Advisors 3.7k $156k 0% Mar 2024
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Nelson, Van Denburg & Campbell Wealth Management 3.4k $145k 0% Mar 2024
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Larson Financial Group 2.2k $92k 0% Mar 2024
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S.A. Mason 1.5k $63k 0% Mar 2024
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Silver Oak Securities 1.4k $59k -99% Mar 2024
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Summit Investment Advisors 1.4k $58k 0% Mar 2024
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Proequities 1.3k $55M 0% Mar 2024
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Bank of New Hampshire 1.3k $50k 15% Dec 2023
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Morgan Stanley 1.3k $61k 12% Mar 2024
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Nemes Rush Group 1.1k $48k 0% Mar 2024
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CWM 879.00 $37k 100% Mar 2024
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Goss Wealth Management 600.00 $25k 0% Mar 2024
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Nbc Securities 592.00 $24k 0% Mar 2024
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Ronald Blue Trust 573.00 $24k 100% Mar 2024
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Venturi Wealth Management 465.00 $20k -3% Mar 2024
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Pnc Financial Services 410.00 $17k 0% Mar 2024
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Asset Dedication 365.00 $15k 0% Mar 2024
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Harbour Investments 350.00 $13k 0% Dec 2023
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JFS Wealth Advisors 326.00 $14k 100% Mar 2024
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Winch Advisory Services 321.00 $12k 0% Dec 2023
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FMR 119.00 $5.0k 5850% Mar 2024
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Coppell Advisory Solutions 102.00 $3.9k -3% Dec 2023
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Smartleaf Asset Management 33.00 $1.3k 100% Mar 2024
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Gradient Investments 1.00 $28.000000 0% Mar 2024
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Wells Fargo & Company 0 $0 -100% Mar 2024
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Who sold out of Timothy Plan us lrg cap cor?

Fund or Company Name Date Sold Shares Held Valued At
Citadel Advisors Dec 2023 42k $1.6M
Polen Capital Management Dec 2023 15k $579k
AE Wealth Management Dec 2023 7.4k $284k
Symphony Financial Dec 2023 7.4k $280k
Well Done Dec 2023 5.8k $221k