Cambridge Investment Research Advisors, Inc. - TIMOTHY PLAN ownership

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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%.

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Quarter-by-quarter ownership
Cambridge Investment Research Advisors, Inc. ownership history of TIMOTHY PLAN
ValueSharesWeighting
Q3 2023$3,042
+6.1%
99,359
+9.2%
0.01%
+7.7%
Q2 2023$2,866
+2.8%
90,985
+1.9%
0.01%
-7.1%
Q1 2023$2,789
-1.4%
89,323
-1.7%
0.01%
-6.7%
Q4 2022$2,829
-99.8%
90,876
+72.8%
0.02%
+87.5%
Q3 2022$1,474,000
+5.4%
52,592
+11.4%
0.01%0.0%
Q2 2022$1,398,000
+34.3%
47,211
+49.8%
0.01%
+60.0%
Q1 2022$1,041,000
-1.3%
31,523
-2.9%
0.01%0.0%
Q4 2021$1,055,000
+24.6%
32,459
+12.3%
0.01%
+25.0%
Q3 2021$847,000
+2.0%
28,899
+4.0%
0.00%0.0%
Q2 2021$830,000
+6.1%
27,798
+2.9%
0.00%0.0%
Q1 2021$782,000
+18.8%
27,007
+6.3%
0.00%0.0%
Q4 2020$658,000
+10.4%
25,405
-2.4%
0.00%0.0%
Q3 2020$596,000
+2.6%
26,021
-1.9%
0.00%0.0%
Q2 2020$581,000
+24.9%
26,537
+8.8%
0.00%0.0%
Q1 2020$465,000
-15.0%
24,387
+20.2%
0.00%0.0%
Q4 2019$547,000
+24.3%
20,296
+17.7%
0.00%0.0%
Q3 2019$440,000–17,240–0.00%–
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Other shareholders
TIMOTHY PLAN shareholders Q3 2023
NameSharesValueWeighting ↓
OneAscent Wealth Management LLC 246,281$7,5393.31%
Frontier Asset Management, LLC 229,604$7,028,8903.19%
O'Connor Financial Group LLC 112,002$3,428,7162.35%
OneAscent Financial Services LLC 284,618$8,7132.27%
CREATIVE FINANCIAL DESIGNS INC /ADV 232,766$7,125,6860.83%
Strategic Equity Management 69,312$2,121,8510.80%
CreativeOne Wealth, LLC 283,040$8,6640.62%
WIN ADVISORS, INC 27,375$838,0350.41%
Atria Investments, Inc 597,115$18,279,5610.33%
LVZ, Inc. 63,050$1,930,1550.31%
View complete list of TIMOTHY PLAN shareholders