Purchases and Sales Made in Q3 2025 in Timothy Plan U S Sm Cap Core E (TPSC)
This table provides information about the institutional ownership of Timothy Plan U S Sm Cap Core E (TPSC) during Q3 2025. The information is specifically focused on institutions that hold shares of TIMOTHY PLAN U S SM CAP CORE E.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
186KNew |
$7.18M - $7.85M
|
186K
$7.49M
|
|
|
Nov 14, 2025
Q3 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
155KNew |
$5.97M - $6.52M
|
155K
$6.22M
|
|
|
Oct 31, 2025
Q3 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
134KNew |
$5.15M - $5.63M
|
134K
$5.37M
|
|
|
Nov 06, 2025
Q3 2025
|
Assetmark, Inc
|
BUY
|
- |
111KNew |
$4.28M - $4.68M
|
111K
$4.46M
|
|
|
Nov 12, 2025
Q3 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
68K+ 33.02% |
$2.62M - $2.87M
|
274K
$11M
|
|
|
Nov 12, 2025
Q3 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
53.3KNew |
$2.06M - $2.25M
|
53.3K
$2.14M
|
|
|
Dec 01, 2025
Q3 2025
|
Investment Research Partners LLC
Lemont, PA |
BUY
|
- |
47.3KNew |
$1.82M - $2M
|
47.3K
$1.9M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
21.4K+ 5.63% |
$826K - $903K
|
402K
$16.2M
|
|
|
Oct 17, 2025
Q3 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
14.6K+ 29.83% |
$561K - $614K
|
63.3K
$2.55M
|
|
|
Nov 12, 2025
Q3 2025
|
Family Wealth Partners, LLC
Matthews, NC |
BUY
|
- |
14.4KNew |
$554K - $605K
|
14.4K
$577K
|
|
|
Nov 06, 2025
Q3 2025
|
Plan A Wealth LLC
Lincoln, NE |
BUY
|
- |
12.2K+ 7.81% |
$470K - $514K
|
168K
$6.77M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
10.9K+ 42.4% |
$422K - $461K
|
36.7K
$1.48M
|
|
|
Nov 13, 2025
Q3 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
10.8KNew |
$418K - $457K
|
10.8K
$436K
|
|
|
Nov 10, 2025
Q3 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
9.13K+ 13.2% |
$352K - $385K
|
78.3K
$3.15M
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
9K+ 167.78% |
$347K - $380K
|
14.4K
$578K
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
5.75K+ 16.37% |
$222K - $242K
|
40.9K
$1.64M
|
|
|
Nov 14, 2025
Q3 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
5.21K+ 12.28% |
$201K - $220K
|
47.7K
$1.92M
|
|
|
Oct 23, 2025
Q3 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
5.11K+ 8.06% |
$197K - $215K
|
68.5K
$2.75M
|
|
|
Oct 31, 2025
Q3 2025
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
4.59K+ 12.18% |
$177K - $194K
|
42.3K
$1.7M
|
|
|
Nov 10, 2025
Q3 2025
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
4.56K+ 1.95% |
$176K - $192K
|
239K
$9.61M
|
|
|
Oct 15, 2025
Q3 2025
|
True Wealth Advisors, LLC
|
BUY
|
- |
3.47K+ 20.85% |
$134K - $146K
|
20.1K
$809K
|
|
|
Nov 14, 2025
Q3 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
2.92K+ 16.93% |
$113K - $123K
|
20.2K
$811K
|
|
|
Nov 05, 2025
Q3 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
2.7K+ 14.54% |
$104K - $114K
|
21.3K
$857K
|
|
|
Nov 05, 2025
Q3 2025
|
Strategic Equity Management
|
BUY
|
- |
2.48K+ 10.9% |
$95.8K - $105K
|
25.3K
$1.02M
|
|
|
Oct 23, 2025
Q3 2025
|
Moneywise, Inc.
|
BUY
|
- |
2.17K+ 11.56% |
$83.6K - $91.5K
|
20.9K
$842K
|
|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
2.17K+ 4.56% |
$83.6K - $91.4K
|
49.7K
$2M
|
|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
BUY
|
- |
2.16K+ 13.69% |
$83.4K - $91.2K
|
18K
$722K
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.85K+ 8.77% |
$71.5K - $78.2K
|
23K
$925K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.85K+ 15.52% |
$71.3K - $78K
|
13.8K
$554K
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
1.77K+ 32.55% |
$68.3K - $74.7K
|
7.22K
$290K
|
|
|
Nov 03, 2025
Q3 2025
|
Winnow Wealth LLC
Waco, TX |
BUY
|
- |
1.25KNew |
$48.1K - $52.6K
|
1.25K
$50.2K
|
|
|
Oct 17, 2025
Q3 2025
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
1.22K+ 17.49% |
$47K - $51.4K
|
8.19K
$330K
|
|
|
Oct 15, 2025
Q3 2025
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
853+ 7.94% |
$32.9K - $36K
|
11.6K
$466K
|
|
|
Nov 14, 2025
Q3 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
732+ 3.62% |
$28.2K - $30.9K
|
21K
$843K
|
|
|
Oct 23, 2025
Q3 2025
|
Cx Institutional
|
BUY
|
- |
705New |
$27.2K - $29.7K
|
705
$28.4K
|
|
|
Oct 28, 2025
Q3 2025
|
Sage Oak Financial, LLC
Tulsa, OK |
BUY
|
- |
640+ 3.36% |
$24.7K - $27K
|
19.7K
$792K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
557New |
$21.5K - $23.5K
|
557
$22.4K
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
537+ 6.05% |
$20.7K - $22.6K
|
9.41K
$379K
|
|
|
Nov 12, 2025
Q3 2025
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
477+ 7.52% |
$18.4K - $20.1K
|
6.82K
$274K
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
437+ 6.08% |
$16.9K - $18.4K
|
7.62K
$307K
|
|
|
Nov 10, 2025
Q3 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
411+ 0.97% |
$15.8K - $17.3K
|
42.8K
$1.72M
|
|
|
Oct 21, 2025
Q3 2025
|
Values First Advisors, Inc.
|
BUY
|
- |
351+ 25.9% |
$13.5K - $14.8K
|
1.71K
$68.6K
|
|
|
Oct 20, 2025
Q3 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
320New |
$12.3K - $13.5K
|
320
$12.9K
|
|
|
Oct 14, 2025
Q3 2025
|
Pioneer Wealth Management Group
Austin, TX |
BUY
|
- |
275+ 3.94% |
$10.6K - $11.6K
|
7.25K
$292K
|
|
|
Nov 12, 2025
Q3 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
219+ 17.1% |
$8.44K - $9.24K
|
1.5K
$60.3K
|
|
|
Oct 15, 2025
Q3 2025
|
First Premier Bank
|
BUY
|
- |
175New |
$6.75K - $7.38K
|
175
$7.04K
|
|
|
Nov 19, 2025
Q3 2025
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
136+ 0.07% |
$5.24K - $5.74K
|
186K
$7.49M
|
|
|
Nov 14, 2025
Q3 2025
|
Schwallier Wealth Management LLC
Grand Rapids, MI |
BUY
|
- |
112+ 1.69% |
$4.32K - $4.72K
|
6.74K
$271K
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
104New |
$4.01K - $4.39K
|
104
$4.18K
|
|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
51+ 3.43% |
$1.97K - $2.15K
|
1.54K
$61.9K
|
|