Atria Investments, Inc - TIMOTHY PLAN ownership

TIMOTHY PLAN's ticker is TPLC and the CUSIP is 887432359. A total of 64 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
Atria Investments, Inc ownership history of TIMOTHY PLAN
ValueSharesWeighting
Q2 2023$3,991,427
-13.5%
110,948
-17.2%
0.07%
-17.2%
Q1 2023$4,614,007
-9.9%
133,949
-12.4%
0.09%
-17.1%
Q4 2022$5,120,743
+211.7%
152,858
+180.4%
0.10%
+191.7%
Q3 2022$1,643,000
-30.6%
54,510
-28.0%
0.04%
-28.0%
Q2 2022$2,367,000
-7.4%
75,672
+7.8%
0.05%
+11.1%
Q1 2022$2,555,000
+61.2%
70,216
+36.7%
0.04%
+18.4%
Q4 2020$1,585,000
+25.4%
51,360
+9.0%
0.04%0.0%
Q3 2020$1,264,00047,1390.04%
Other shareholders
TIMOTHY PLAN shareholders Q3 2023
NameSharesValueWeighting ↓
O'Connor Financial Group LLC 325,191$11,209,3217.68%
HILL ISLAND FINANCIAL LLC 324,704$11,192,5624.45%
Faithward Advisors, LLC 217,143$7,467,5521.82%
CreativeOne Wealth, LLC 363,479$12,5290.90%
Legacy Wealth Asset Management, LLC 45,138$1,555,8980.57%
WIN ADVISORS, INC 24,068$829,6240.41%
LVZ, Inc. 70,468$2,429,0350.39%
Frontier Asset Management, LLC 25,013$862,2140.39%
CREATIVE FINANCIAL DESIGNS INC /ADV 91,136$3,141,4680.37%
TrueWealth Advisors, LLC 24,084$830,1750.35%
View complete list of TIMOTHY PLAN shareholders