Who owns Timothy Plan hig dv stk etf?
- Ticker: TPHD
- CUSIP Number: 887432326
Tip: Access positions for across all investors
Analyze quarterly positions in Timothy Plan hig dv stk etf with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of Timothy Plan hig dv stk etf stock
Who bought or sold Timothy Plan hig dv stk etf this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Atria Investments | 640k | $21M | 7% | Dec 2023 |
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| Change Path | 288k | $9.5M | 2% | Dec 2023 |
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| OneAscent Financial Services | 238k | $8.6M | -34% | Mar 2024 |
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| Creative Financial Designs | 228k | $8.2M | 5% | Mar 2024 |
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| OneAscent Wealth Management | 150k | $5.4M | -39% | Mar 2024 |
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| Strategic Equity Management | 122k | $4.4M | 45% | Mar 2024 |
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| O'Connor Financial Group | 114k | $4.1M | 1% | Mar 2024 |
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| CWM | 94k | $3.4M | 0% | Mar 2024 |
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| Cambridge Investment Research Advisors | 86k | $3.1M | -7% | Mar 2024 |
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| J.w. Cole Advisors | 85k | $3.1M | 1% | Mar 2024 |
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| EverSource Wealth Advisors | 78k | $2.6M | 27% | Dec 2023 |
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| Strategic Blueprint | 67k | $2.4M | 0% | Mar 2024 |
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| Kestra Advisory Services | 67k | $2.2M | 4% | Dec 2023 |
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| LVZ Advisors | 66k | $2.4M | 3% | Mar 2024 |
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| Advisor Group Holdings | 54k | $1.8M | -9% | Dec 2023 |
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| Moneywise | 53k | $1.9M | 152% | Mar 2024 |
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| Financial Advocates Investment Management | 52k | $1.9M | 2% | Mar 2024 |
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| Raymond James Financial Services Advisors | 49k | $1.8M | 5% | Mar 2024 |
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| Intl Fcstone | 40k | $1.5M | 2% | Mar 2024 |
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| Envestnet Portfolio Solutions | 34k | $1.1M | 100% | Dec 2023 |
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| Win Advisors | 31k | $1.1M | 2% | Mar 2024 |
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| PFG Investments | 25k | $906k | 100% | Mar 2024 |
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| Consolidated Portfolio Review Corp | 25k | $906k | 8% | Mar 2024 |
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| Commonwealth Equity Services | 24k | $858k | -3% | Mar 2024 |
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| Geneos Wealth Management | 21k | $748k | 14% | Mar 2024 |
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| AE Wealth Management | 17k | $573k | -32% | Dec 2023 |
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| WorthPointe | 16k | $535k | 137% | Dec 2023 |
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| Arete Wealth Advisors | 16k | $520k | 100% | Dec 2023 |
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| Sigma Investment Counselors | 16k | $563k | 0% | Mar 2024 |
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| Slagle Financial | 15k | $247k | 100% | Dec 2023 |
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| Sigma Planning | 13k | $480k | 100% | Mar 2024 |
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| Keel Point | 13k | $461k | 100% | Mar 2024 |
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| Inspire Advisors | 11k | $360k | 7% | Dec 2023 |
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| Citadel Advisors | 10k | $334k | -73% | Dec 2023 |
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| TrueWealth Advisors | 10k | $363k | 4% | Mar 2024 |
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| Royal Bank of Canada | 9.4k | $312k | 0% | Dec 2023 |
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| AIFG Consultants | 8.9k | $296k | 5% | Dec 2023 |
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| BCGM Wealth Management | 8.8k | $291k | 0% | Dec 2023 |
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| Raymond James & Associates | 6.7k | $243k | 0% | Mar 2024 |
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| Ambassador Advisors | 6.5k | $211k | 4671% | Dec 2023 |
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| BluePath Capital Management | 6.0k | $216k | 100% | Mar 2024 |
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| Brookstone Capital Management | 5.9k | $212k | 100% | Mar 2024 |
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| Whitaker-Myers Wealth Managers | 5.7k | $206k | -21% | Mar 2024 |
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| UBS Group | 5.2k | $172k | -8% | Dec 2023 |
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| Bare Financial Services | 4.5k | $148k | 100% | Dec 2023 |
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| Oliver Lagore Vanvalin Investment Group | 4.1k | $135k | -1% | Dec 2023 |
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| Nemes Rush Group | 3.7k | $123k | 0% | Dec 2023 |
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| Bank of New Hampshire | 1.3k | $44k | 15% | Dec 2023 |
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| Harbour Investments | 1.3k | $42k | 3% | Dec 2023 |
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| Coppell Advisory Solutions | 1.0k | $34k | 0% | Dec 2023 |
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| Proequities | 847.00 | $31M | 0% | Mar 2024 |
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| FTB Advisors | 846.00 | $31k | 1% | Mar 2024 |
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| Principal Securities | 749.00 | $25k | 100% | Dec 2023 |
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| Ronald Blue Trust | 665.00 | $24k | 908% | Mar 2024 |
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| Silver Oak Securities | 641.00 | $21k | -60% | Dec 2023 |
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| Asset Dedication | 618.00 | $23k | 0% | Mar 2024 |
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| Pnc Financial Services | 485.00 | $16k | 0% | Dec 2023 |
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| Nbc Securities | 325.00 | $11k | 0% | Mar 2024 |
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| Summit Investment Advisors | 155.00 | $5.1k | 0% | Dec 2023 |
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Who sold out of Timothy Plan hig dv stk etf?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Symphony Financial | Dec 2023 | 6.8k | $223k |
| Sunbelt Securities | Dec 2023 | 4.1k | $136k |