Purchases and Sales Made in Q3 2025 in Timothy Plan U S Large/Mid Cap (TPLC)
This table provides information about the institutional ownership of Timothy Plan U S Large/Mid Cap (TPLC) during Q3 2025. The information is specifically focused on institutions that hold shares of TIMOTHY PLAN U S LARGE/MID CAP.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 17, 2025
Q3 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
64.2KNew |
$2.88M - $2.98M
|
64.2K
$2.9M
|
|
|
Oct 31, 2025
Q3 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
31.9KNew |
$1.43M - $1.48M
|
31.9K
$1.44M
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
30.4K+ 156.44% |
$1.36M - $1.41M
|
49.9K
$2.25M
|
|
|
Oct 27, 2025
Q3 2025
|
Lvz, Inc.
|
BUY
|
- |
23.6K+ 38.82% |
$1.06M - $1.09M
|
84.3K
$3.81M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
18.2K+ 6.52% |
$814K - $844K
|
297K
$13.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
15.2K+ 55.56% |
$683K - $708K
|
42.7K
$1.93M
|
|
|
Nov 04, 2025
Q3 2025
|
Win Advisors, Inc
|
BUY
|
- |
12.3K+ 57.9% |
$549K - $569K
|
33.4K
$1.51M
|
|
|
Nov 14, 2025
Q3 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
7.86K+ 28.39% |
$352K - $365K
|
35.5K
$1.6M
|
|
|
Oct 27, 2025
Q3 2025
|
Vander Pol Investments L.L.C.
Caledonia, MI |
BUY
|
- |
6.5KNew |
$291K - $302K
|
6.5K
$293K
|
|
|
Nov 12, 2025
Q3 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
5.73K+ 14.16% |
$257K - $266K
|
46.2K
$2.08M
|
|
|
Oct 24, 2025
Q3 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
4.82K+ 24.08% |
$216K - $224K
|
24.9K
$1.12M
|
|
|
Nov 13, 2025
Q3 2025
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
4.54KNew |
$204K - $211K
|
4.54K
$205K
|
|
|
Nov 07, 2025
Q3 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
4.23K+ 453.27% |
$189K - $196K
|
5.16K
$233K
|
|
|
Nov 03, 2025
Q3 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
4.14K+ 62.32% |
$186K - $192K
|
10.8K
$487K
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
3.86K+ 36.13% |
$173K - $179K
|
14.6K
$657K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
3.3KNew |
$148K - $153K
|
3.3K
$149K
|
|
|
Oct 31, 2025
Q3 2025
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
3.19K+ 20.37% |
$143K - $148K
|
18.8K
$850K
|
|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
BUY
|
- |
2.87K+ 15.72% |
$129K - $133K
|
21.1K
$954K
|
|
|
Oct 21, 2025
Q3 2025
|
Values First Advisors, Inc.
|
BUY
|
- |
2.62K+ 33.93% |
$117K - $122K
|
10.3K
$466K
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
2.28K+ 25.83% |
$102K - $106K
|
11.1K
$501K
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
2.22K+ 4.9% |
$99.6K - $103K
|
47.6K
$2.15M
|
|
|
Nov 14, 2025
Q3 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
1.25K+ 1.06% |
$55.9K - $57.9K
|
119K
$5.35M
|
|
|
Oct 15, 2025
Q3 2025
|
True Wealth Advisors, LLC
|
BUY
|
- |
1.07K+ 2.99% |
$48.1K - $49.8K
|
37K
$1.67M
|
|
|
Nov 06, 2025
Q3 2025
|
Assetmark, Inc
|
BUY
|
- |
964New |
$43.2K - $44.8K
|
964
$43.5K
|
|
|
Oct 27, 2025
Q3 2025
|
O'Connor Financial Group LLC
Quincy, IL |
BUY
|
- |
805+ 2.19% |
$36.1K - $37.4K
|
37.5K
$1.69M
|
|
|
Oct 17, 2025
Q3 2025
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
750+ 9.87% |
$33.6K - $34.8K
|
8.35K
$377K
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
625+ 2.38% |
$28K - $29K
|
26.9K
$1.21M
|
|
|
Oct 29, 2025
Q3 2025
|
Frontier Asset Management, LLC
Sheridan, WY |
BUY
|
- |
331+ 3.13% |
$14.8K - $15.4K
|
10.9K
$493K
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
328+ 2.25% |
$14.7K - $15.2K
|
14.9K
$672K
|
|
|
Oct 15, 2025
Q3 2025
|
First Premier Bank
|
BUY
|
- |
250New |
$11.2K - $11.6K
|
250
$11.3K
|
|
|
Nov 10, 2025
Q3 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
197+ 0.4% |
$8.83K - $9.15K
|
49.6K
$2.24M
|
|
|
Nov 10, 2025
Q3 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
187+ 3.49% |
$8.38K - $8.68K
|
5.54K
$250K
|
|
|
Nov 13, 2025
Q3 2025
|
Wealth Watch Advisors, Inc
Englewood, CO |
BUY
|
- |
167New |
$7.48K - $7.75K
|
167
$7.54K
|
|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
88+ 3.72% |
$3.94K - $4.09K
|
2.46K
$111K
|
|
|
Oct 28, 2025
Q3 2025
|
Sigma Investment Counselors Inc
|
BUY
|
- |
75+ 0.51% |
$3.36K - $3.48K
|
14.7K
$662K
|
|
|
Nov 04, 2025
Q3 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
68+ 0.09% |
$3.05K - $3.16K
|
73.1K
$3.3M
|
|
|
Oct 08, 2025
Q3 2025
|
Financial Advisory Corp
Grand Rapids, MI |
BUY
|
- |
26+ 0.12% |
$1.16K - $1.21K
|
22.4K
$1.01M
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
BUY
|
- |
18+ 0.09% |
$806 - $836
|
20.4K
$923K
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
BUY
|
- |
6+ 0.09% |
$269 - $279
|
6.99K
$316K
|
|
|
Oct 27, 2025
Q3 2025
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
5+ 0.18% |
$224 - $232
|
2.81K
$127K
|
|
|
Nov 14, 2025
Q3 2025
|
Larson Financial Group LLC
|
BUY
|
- |
4+ 0.13% |
$179 - $186
|
3.19K
$144K
|
|
|
Nov 12, 2025
Q3 2025
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
1+ 0.31% |
$44.8 - $46.4
|
326
$14.7K
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1New |
$44.8 - $46.4
|
1
$45.2
|
|
|
Oct 27, 2025
Q3 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
1+ 0.23% |
$44.8 - $46.4
|
432
$19.5K
|
|
|
Nov 06, 2025
Q3 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-1- 0.01% |
$44.8 - $46.4
|
8.29K
$374K
|
|
|
Oct 23, 2025
Q3 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-11- 0.13% |
$493 - $511
|
8.6K
$388K
|
|
|
Nov 17, 2025
Q3 2025
|
Harvest Investment Services, LLC
|
SELL
|
- |
-66- 0.93% |
$2.96K - $3.06K
|
7.02K
$317K
|
|
|
Nov 14, 2025
Q3 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-95- 1.25% |
$4.26K - $4.41K
|
7.49K
$338K
|
|
|
Nov 14, 2025
Q3 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-126- 1.62% |
$5.64K - $5.85K
|
7.64K
$345K
|
|
|
Nov 10, 2025
Q3 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-144- 2.76% |
$6.45K - $6.69K
|
5.08K
$229K
|
|