J.W. COLE ADVISORS, INC. - TIMOTHY PLAN ownership

TIMOTHY PLAN's ticker is TPHD and the CUSIP is 887432326. A total of 67 filers reported holding TIMOTHY PLAN in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
J.W. COLE ADVISORS, INC. ownership history of TIMOTHY PLAN
ValueSharesWeighting
Q3 2023$2,554,143
+2.0%
83,433
+4.9%
0.19%
+5.6%
Q2 2023$2,504,300
+3.3%
79,506
+2.4%
0.18%
+3.5%
Q1 2023$2,423,337
+6.2%
77,609
+5.9%
0.17%
-1.7%
Q4 2022$2,281,126
+17.4%
73,269
+5.7%
0.18%
+8.0%
Q3 2022$1,943,000
-4.8%
69,304
+0.5%
0.16%
-0.6%
Q2 2022$2,041,000
+1.1%
68,944
+12.8%
0.16%
+20.7%
Q1 2022$2,019,000
-10.0%
61,133
-11.4%
0.14%
-7.5%
Q4 2021$2,243,000
-53.8%
69,010
-54.6%
0.15%
-57.9%
Q3 2021$4,854,000
+145.2%
152,134
+129.5%
0.35%
+122.4%
Q2 2021$1,980,000
+10.6%
66,294
+7.1%
0.16%
-9.8%
Q1 2021$1,791,000
+24.0%
61,879
+11.1%
0.17%
+15.3%
Q4 2020$1,444,000
+28.7%
55,714
+8.7%
0.15%
-11.2%
Q2 2020$1,122,000
+106.6%
51,265
+154.8%
0.17%
+148.5%
Q4 2019$543,00020,1230.07%
Other shareholders
TIMOTHY PLAN shareholders Q3 2023
NameSharesValueWeighting ↓
Frontier Asset Management, LLC 191,375$5,364,0004.65%
OneAscent Wealth Management LLC 133,921$3,754,0001.97%
OneAscent Financial Services LLC 127,808$3,583,0001.42%
CREATIVE FINANCIAL DESIGNS INC /ADV 303,843$8,518,0001.39%
CreativeOne Wealth, LLC 277,897$7,791,0000.47%
LVZ, Inc. 82,971$2,326,0000.40%
WIN ADVISORS, INC 22,602$634,0000.23%
Atria Investments, Inc 291,918$8,184,0000.18%
J.W. COLE ADVISORS, INC. 69,304$1,943,0000.16%
Strategic Blueprint, LLC 44,468$1,247,0000.15%
View complete list of TIMOTHY PLAN shareholders