Raymond James Financial Services 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
Raymond James Financial Services Advisors, Inc. ownership history of TIMOTHY PLAN
ValueSharesWeighting
Q3 2023$1,361,181
+10.3%
44,464
+13.5%
0.00%0.0%
Q2 2023$1,233,690
+7.6%
39,167
+6.7%
0.00%0.0%
Q1 2023$1,146,457
+8.3%
36,716
+8.0%
0.00%0.0%
Q4 2022$1,058,529
+16.7%
34,000
+5.1%
0.00%0.0%
Q3 2022$907,000
+21.7%
32,361
+28.6%
0.00%0.0%
Q2 2022$745,000
+49.6%
25,164
+66.8%
0.00%
+100.0%
Q1 2022$498,000
+35.0%
15,082
+33.0%
0.00%0.0%
Q4 2021$369,000
+13.5%
11,340
+2.3%
0.00%0.0%
Q3 2021$325,000
-1.8%
11,0810.0%0.00%0.0%
Q2 2021$331,000
+4.7%
11,081
+1.7%
0.00%0.0%
Q1 2021$316,000
+14.9%
10,899
+2.7%
0.00%0.0%
Q4 2020$275,000
-75.4%
10,614
-78.2%
0.00%
-66.7%
Q3 2020$1,116,000
+0.2%
48,698
-4.3%
0.00%
-25.0%
Q2 2020$1,114,000
+27.2%
50,870
+10.8%
0.00%0.0%
Q1 2020$876,00045,9030.00%
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