CWM, LLC - TIMOTHY PLAN ownership

TIMOTHY PLAN's ticker is TPHD and the CUSIP is 887432326. A total of 36 filers reported holding TIMOTHY PLAN in Q1 2022. 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 Q1 2022
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