CreativeOne Wealth, LLC - TIMOTHY PLAN ownership

TIMOTHY PLAN's ticker is TPHD and the CUSIP is 887432326. A total of 33 filers reported holding TIMOTHY PLAN in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
CreativeOne Wealth, LLC ownership history of TIMOTHY PLAN
ValueSharesWeighting
Q3 2023$8,664
-48.0%
283,040
-48.1%
0.62%
+49.8%
Q2 2023$16,666
+77.5%
544,978
+81.3%
0.42%
-10.2%
Q1 2023$9,387
+2.8%
300,628
+2.5%
0.46%
-8.0%
Q4 2022$9,134
-99.9%
293,369
+5.6%
0.50%
+7.5%
Q3 2022$7,791,000
-2.8%
277,897
+2.6%
0.47%
+7.8%
Q2 2022$8,017,000
-13.4%
270,738
-3.4%
0.43%
-9.6%
Q1 2022$9,254,000
+3.1%
280,263
+1.5%
0.48%
+8.4%
Q4 2021$8,976,000
+9.4%
276,181
-1.6%
0.44%
-8.1%
Q3 2021$8,207,000
+2.7%
280,706
+5.0%
0.48%
-2.2%
Q2 2021$7,988,000
+17.3%
267,441
+13.7%
0.49%
-4.3%
Q1 2021$6,809,000
+32.7%
235,214
+18.8%
0.52%
+21.2%
Q4 2020$5,131,000
+53.1%
198,013
+35.4%
0.42%
-8.6%
Q3 2020$3,352,000
+54.9%
146,245
+48.0%
0.46%
+38.4%
Q2 2020$2,164,000
+58.7%
98,835
+38.2%
0.34%
+28.7%
Q1 2020$1,364,000
-8.1%
71,506
+29.9%
0.26%
+4.0%
Q4 2019$1,484,000
+195.0%
55,044
+179.7%
0.25%
+158.8%
Q3 2019$503,00019,6820.10%
Other shareholders
TIMOTHY PLAN shareholders Q1 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