EverSource Wealth Advisors, 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
EverSource Wealth Advisors, LLC ownership history of TIMOTHY PLAN
ValueSharesWeighting
Q3 2023$1,881,755
+190.5%
61,469
+198.9%
0.20%
+181.7%
Q2 2023$647,858
+320.1%
20,568
+316.4%
0.07%
+273.7%
Q1 2023$154,227
+16.9%
4,939
+16.5%
0.02%
-5.0%
Q4 2022$131,978
+21.1%
4,239
+9.1%
0.02%
-20.0%
Q3 2022$109,000
-1.8%
3,885
+3.3%
0.02%
-13.8%
Q2 2022$111,000
-2.6%
3,762
+9.0%
0.03%0.0%
Q1 2022$114,000
-20.8%
3,450
-22.3%
0.03%
-27.5%
Q4 2021$144,0004,4390.04%
Other shareholders
TIMOTHY PLAN shareholders Q4 2021
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