Symphony Financial, Ltd. Co. - TIMOTHY PLAN ownership

Quarter-by-quarter ownership
Symphony Financial, Ltd. Co. ownership history of TIMOTHY PLAN
ValueSharesWeighting
Q3 2023$231,805
-4.4%
6,822
+0.2%
0.06%
-5.0%
Q2 2023$242,384
+7.0%
6,809
+2.2%
0.06%
+1.7%
Q1 2023$226,5536,6640.06%
Other shareholders
TIMOTHY PLAN shareholders Q4 2023
NameSharesValueWeighting ↓
HILL ISLAND FINANCIAL LLC 332,263$11,130,8044.83%
Faithward Advisors, LLC 541,552$18,141,9923.94%
Legacy Wealth Asset Management, LLC 44,232$1,481,7640.56%
CreativeOne Wealth, LLC 270,188$9,0510.50%
WIN ADVISORS, INC 37,528$1,257,1940.47%
LVZ, Inc. 81,746$2,738,4810.43%
Frontier Asset Management, LLC 17,288$579,1450.26%
J.W. COLE ADVISORS, INC. 80,958$2,712,1240.21%
OneAscent Financial Services LLC 10,347$3470.15%
TrueWealth Advisors, LLC 10,032$336,0720.15%
View complete list of TIMOTHY PLAN shareholders