Who owns Timothy Plan hig dv stk etf?

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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
Westwood Holdings 859k $33M 100% Dec 2025
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LPL Financial 491k $19M 8% Dec 2025
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Christian Investment Advisors 429k $17M -1% Dec 2025
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CWM 157k $6.1M 3% Dec 2025
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Cambridge Investment Research Advisors 152k $5.9M 41% Dec 2025
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Ameriprise Financial 119k $4.6M 4% Dec 2025
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Creative Financial Designs 108k $4.1M 18% Dec 2025
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Inspire Advisors 98k $3.8M -6% Dec 2025
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OneAscent Financial Services 78k $3.0M 93% Dec 2025
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WorthPointe 70k $2.7M 100% Dec 2025
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Raymond James Financial 64k $2.5M 4% Dec 2025
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Envestnet Asset Management 62k $2.4M 0% Dec 2025
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Turning Point Benefit Group 59k $2.3M 113% Dec 2025
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Cetera Investment Advisers 58k $2.2M 1% Dec 2025
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First Heartland Consultants 55k $2.1M 51% Dec 2025
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J.w. Cole Advisors 53k $2.0M 17% Dec 2025
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Goldman Sachs Group 46k $1.8M -5% Dec 2025
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Atria Investments 46k $1.8M -4% Dec 2025
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EverSource Wealth Advisors 45k $1.7M -12% Dec 2025
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Frontier Asset Management 44k $1.7M -2% Dec 2025
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Benjamin Edwards 43k $1.7M 100% Dec 2025
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Gts Securities 30k $1.2M 100% Dec 2025
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Sound Financial Strategies Group 29k $1.1M 2% Dec 2025
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Pnc Financial Services 29k $1.1M 78% Dec 2025
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Buckingham Strategic Partners 29k $1.1M -36% Dec 2025
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Nations Financial Group 28k $1.1M 100% Dec 2025
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Strategic Equity Management 28k $1.1M 9% Dec 2025
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Family Wealth Partners 27k $1.1M 130% Dec 2025
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Geneos Wealth Management 26k $1.0M 18% Dec 2025
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Kestra Advisory Services 24k $929k -20% Dec 2025
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Moneywise 24k $905k 8% Dec 2025
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Mosaic Family Wealth Partners 23k $885k 4% Dec 2025
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IFP Advisors 22k $851k 3% Dec 2025
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UBS Group 21k $821k -6% Dec 2025
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OneAscent Wealth Management 21k $807k -39% Dec 2025
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Bare Financial Services 20k $780k 60% Dec 2025
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Susquehanna International 20k $758k 83% Dec 2025
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Win Advisors 20k $757k 8% Dec 2025
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49 Wealth Management 19k $724k 63% Dec 2025
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Jones Financial Companies, L.L 18k $704k 25% Dec 2025
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O'Connor Financial Group 18k $728k 2% Dec 2025
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Advisor Group Holdings 17k $650k -36% Dec 2025
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Foundations Investment Advisors 16k $602k 33% Dec 2025
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RFG Advisory 15k $571k 23% Dec 2025
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Commonwealth Equity Services 14k $533k 4% Dec 2025
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Summit Wealth Group Llc / Co 13k $491k -84% Dec 2025
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Verus Capital Partners 12k $475k 0% Dec 2025
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Sigma Planning 12k $462k 1% Dec 2025
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Citadel Advisors 11k $428k 100% Sep 2025
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Merit Financial Group 11k $403k 13% Dec 2025
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Envestnet Portfolio Solutions 8.7k $335k 24% Dec 2025
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Independent Advisor Alliance 8.6k $330k 100% Dec 2025
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Golden State Equity Partners 8.4k $323k 37% Dec 2025
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Janney Montgomery Scott 8.2k $315k 5% Dec 2025
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Strategic Blueprint 7.9k $305k -47% Dec 2025
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LifeWealth Investments 7.6k $291k 6% Dec 2025
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LaSalle St. Investment Advisors 7.2k $278k 17% Dec 2025
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Wealth Enhancement Advisory Services 7.1k $279k 100% Dec 2025
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Regal Investment Advisors 7.1k $274k 100% Dec 2025
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Farther Finance Advisors 6.1k $236k 59% Dec 2025
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Kovack Advisors 5.9k $229k 100% Dec 2025
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Mercer Global Advisors 5.2k $202k 0% Dec 2025
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Kavar Capital Partners Group 5.2k $200k 100% Dec 2025
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Northwestern Mutual Wealth Management Company 4.8k $186k 31% Dec 2025
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Royal Bank of Canada 4.5k $179k 0% Sep 2025
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Nemes Rush Group 3.7k $144k 0% Dec 2025
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N.E.W. Advisory Services 3.5k $134k 1871% Dec 2025
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Winnow Wealth 3.3k $128k 100% Dec 2025
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Goss Wealth Management 1.5k $58k 0% Dec 2025
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Bank of New Hampshire 1.5k $59k 0% Sep 2025
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SRS Capital Advisors 1.5k $56k -45% Dec 2025
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Harbour Investments 1.4k $55k -1% Dec 2025
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Rockefeller Capital Management 1.0k $40k -11% Dec 2025
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MAI Wealth Advisors 800.00 $31k 0% Dec 2025
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Thurston, Springer, Miller, Herd & Titak 650.00 $25k 0% Dec 2025
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Brian McDonald 526.00 $20k -5% Dec 2025
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Darren Munn 494.00 $19k 100% Dec 2025
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Smartleaf Asset Management 485.00 $19k 0% Dec 2025
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FMR 361.00 $14k 0% Sep 2025
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Wealth Watch Advisors 348.00 $13k 78% Dec 2025
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First PREMIER Bank 250.00 $10k 0% Dec 2025
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Assetmark 116.00 $4.5k 0% Dec 2025
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Ronald Blue Trust 113.00 $4.3k 0% Dec 2025
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Summit Investment Advisors 75.00 $2.9k 0% Dec 2025
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Steward Partners Investment Advisory 66.00 $2.5k 100% Dec 2025
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Who sold out of Timothy Plan hig dv stk etf?

Fund or Company Name Date Sold Shares Held Valued At
Financial Advocates Investment Management Jun 2025 51k $1.9M
Consolidated Portfolio Review Corp Sep 2025 26k $1.0M
Change Path Sep 2025 11k $414k
Symphony Financial Sep 2025 9.9k $387k
BCGM Wealth Management Sep 2025 8.8k $346k
Whitaker-Myers Wealth Managers Sep 2025 8.7k $342k
HHM Wealth Advisors Sep 2025 8.6k $337k
Optivise Advisory Services Sep 2025 8.1k $319k
TrueWealth Advisors Sep 2025 6.0k $237k
BluePath Capital Management Sep 2025 6.0k $235k
Principal Securities Sep 2025 1.6k $65k
Ameritas Advisory Services Sep 2025 360.00 $14k