CWM, LLC - TIMOTHY PLAN ownership

TIMOTHY PLAN's ticker is TPHD and the CUSIP is 887432326. A total of 41 filers reported holding TIMOTHY PLAN in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
CWM, LLC ownership history of TIMOTHY PLAN
ValueSharesWeighting
Q3 2023$2,563
+16.7%
83,727
+20.1%
0.02%
+14.3%
Q2 2023$2,196
+5.6%
69,712
+4.7%
0.01%0.0%
Q1 2023$2,079
+2.6%
66,580
+2.3%
0.01%
-6.7%
Q4 2022$2,026
-99.9%
65,065
-4.9%
0.02%0.0%
Q3 2022$1,918,000
-2.3%
68,414
+3.1%
0.02%0.0%
Q2 2022$1,964,000
-9.9%
66,331
+0.5%
0.02%0.0%
Q1 2022$2,180,000
+55.4%
66,024
+53.0%
0.02%
+50.0%
Q4 2021$1,403,00043,1580.01%
Other shareholders
TIMOTHY PLAN shareholders Q4 2021
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