TIMOTHY PLAN - TPLC
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Christian Investment Advisors, Inc. | History | Added to | 540,938 | 27,236 | 16.05% | 15.8% | 1 | +10,428 | 1.97% | Q2 2026 | Aug 10, 2026 |
| LPL Financial LLC | History | Added to | 359,035 | 18,077 | 0.0% | 0.0% | 2 | +10,623 | 3.05% | Q2 2026 | Aug 07, 2026 |
| Bare Financial Services, Inc | History | Added to | 215,243 | 10,837 | 2.49% | 2.59% | 3 | +4,575 | 2.17% | Q2 2026 | Jul 27, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 194,043 | 9,770 | 0.2% | 0.21% | 4 | +2,742 | 1.43% | Q2 2026 | Aug 06, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 191,486 | 9,641 | 0.46% | 0.47% | 5 | +23,724 | 14.14% | Q2 2026 | Jul 28, 2026 |
| Faithward Advisors, LLC | History | Reduced | 184,369 | 9,282 | 1.13% | 1.23% | 6 | -867 | -0.47% | Q2 2026 | Aug 12, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 117,869 | 5,934 | 0.05% | 0.04% | 7 | +30,980 | 35.65% | Q2 2026 | Jul 24, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 108,604 | 5,468 | 0.01% | 0.01% | 8 | -2,439 | -2.2% | Q2 2026 | Jul 27, 2026 |
| LVZ, Inc. | History | Added to | 86,396 | 4,350 | 0.44% | 0.46% | 9 | +319 | 0.37% | Q2 2026 | Jul 09, 2026 |
| Sowell Financial Services LLC | History | Added to | 85,383 | 4,299 | 0.14% | 0.13% | 10 | +12,150 | 16.59% | Q2 2026 | Jul 17, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 84,779 | 4,268 | 0.0% | 0.0% | 11 | +1,883 | 2.27% | Q2 2026 | Aug 14, 2026 |
| J.W. COLE ADVISORS, INC. | History | New | 84,319 | 4,245 | 0.07% | — | 12 | +84,319 | New | Q2 2026 | Jul 21, 2026 |
| Sound Financial Strategies Group, LLC | History | Added to | 78,396 | 3,947 | 2.51% | 2.44% | 13 | +1,469 | 1.91% | Q2 2026 | Aug 10, 2026 |
| Turning Point Benefit Group, Inc. | History | Added to | 76,674 | 3,857 | 1.66% | 0.66% | 14 | +54,713 | 249.14% | Q2 2026 | Jul 23, 2026 |
| First Heartland Consultants, Inc. | History | Added to | 75,184 | 3,785 | 0.24% | 0.25% | 15 | +3,938 | 5.53% | Q2 2026 | Jul 08, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 63,949 | 3,223 | 0.02% | 0.02% | 16 | +9,141 | 16.68% | Q2 2026 | Aug 14, 2026 |
| Cetera Investment Advisers | History | Reduced | 61,119 | 3,077 | 0.0% | 0.0% | 17 | -1,869 | -2.97% | Q2 2026 | Aug 12, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 45,193 | 2,275 | 0.08% | 0.07% | 18 | -5,317 | -10.53% | Q2 2026 | Jul 24, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 44,011 | 2,215 | 0.0% | 0.0% | 19 | +34,632 | 369.25% | Q2 2026 | Sep 02, 2026 |
| Cornerstone Financial Management LLC | History | Reduced | 41,296 | 2,079 | 1.67% | 1.97% | 20 | -4,898 | -10.6% | Q2 2026 | Aug 28, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 41,056 | 2,058 | 0.0% | 0.0% | 21 | +16,078 | 64.37% | Q2 2026 | Aug 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 39,763 | 2,002 | 0.0% | 0.0% | 22 | +2,428 | 6.5% | Q2 2026 | Aug 14, 2026 |
| O'Connor Financial Group LLC | History | Reduced | 36,327 | 1,829 | 0.65% | 0.7% | 23 | -500 | -1.36% | Q2 2026 | Jul 17, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 34,709 | 1,747 | 0.0% | 0.0% | 24 | +2,563 | 7.97% | Q2 2026 | Aug 12, 2026 |
| VICUS CAPITAL | History | Added to | 30,839 | 1,552 | 0.1% | 0.1% | 25 | +2,781 | 9.91% | Q2 2026 | Aug 05, 2026 |
| Allworth Financial LP | History | Added to | 26,038 | 1,311 | 0.01% | 0.0% | 26 | +601 | 2.36% | Q2 2026 | Aug 11, 2026 |
| BOS Asset Management, LLC | History | Added to | 23,951 | 1,205 | 0.28% | 0.28% | 27 | +166 | 0.7% | Q2 2026 | Jul 13, 2026 |
| Financial Advisory Corp | History | Reduced | 23,230 | 1,169 | 0.16% | 0.16% | 28 | -1,444 | -5.85% | Q2 2026 | Jul 09, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 22,084 | 1,111 | 0.01% | 0.01% | 29 | +5,860 | 36.12% | Q2 2026 | Aug 14, 2026 |
| OneAscent Financial Services LLC | History | Reduced | 20,306 | 1,022 | 0.05% | 0.06% | 30 | -2,099 | -9.37% | Q2 2026 | Aug 11, 2026 |
| UBS Group AG | History | Reduced | 20,083 | 1,011 | 0.0% | 0.0% | 31 | -350 | -1.71% | Q2 2026 | Aug 13, 2026 |
| CoreCap Advisors, LLC | History | Added to | 18,400 | 926 | 0.03% | 0.03% | 32 | +1,186 | 6.89% | Q2 2026 | Jul 06, 2026 |
| Tulsa Wealth Advisors, INC | History | Added to | 17,986 | 905 | 0.13% | 0.13% | 33 | +2,216 | 14.05% | Q2 2026 | Aug 06, 2026 |
| Sound Stewardship, LLC | History | Reduced | 17,446 | 878 | 0.36% | 0.4% | 34 | -1,545 | -8.14% | Q2 2026 | Jul 13, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 16,001 | 805 | 0.0% | 0.0% | 35 | +696 | 4.55% | Q2 2026 | Aug 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 15,809 | 795 | 0.0% | 0.0% | 36 | +1,215 | 8.33% | Q2 2026 | Jul 29, 2026 |
| Values First Advisors, Inc. | History | Added to | 15,590 | 784 | 0.36% | 0.33% | 37 | +2,137 | 15.88% | Q2 2026 | Aug 04, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | New | 15,300 | 770 | 0.0% | — | 38 | +15,300 | New | Q2 2026 | Aug 14, 2026 |
| SIGMA INVESTMENT COUNSELORS INC | History | Added to | 15,225 | 766 | 0.04% | 0.04% | 39 | +80 | 0.53% | Q2 2026 | Jul 28, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 14,469 | 728 | 0.0% | 0.0% | 40 | -4,629 | -24.24% | Q2 2026 | Jul 28, 2026 |
| Independent Advisor Alliance | History | Added to | 14,406 | 725 | 0.02% | 0.01% | 41 | +4,047 | 39.07% | Q2 2026 | Aug 12, 2026 |
| LifeWealth Investments, LLC | History | Added to | 14,284 | 719 | 0.19% | 0.17% | 42 | +1,721 | 13.7% | Q2 2026 | Jul 16, 2026 |
| 3EDGE Asset Management, LP | History | Added to | 14,023 | 706 | 0.03% | 0.02% | 43 | +7,278 | 107.9% | Q2 2026 | Jul 27, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 13,660 | 687 | 0.0% | 0.0% | 44 | +1,240 | 9.98% | Q2 2026 | Sep 23, 2026 |
| CARLSON FINANCIAL, INC. | History | Reduced | 13,234 | 666 | 0.34% | 0.36% | 45 | -85 | -0.64% | Q2 2026 | Aug 24, 2026 |
| WIN ADVISORS, INC | History | Reduced | 12,393 | 623 | 0.22% | 0.27% | 46 | -194 | -1.54% | Q2 2026 | Aug 04, 2026 |
| Black Diamond Financial, LLC | History | Added to | 11,835 | 595 | 0.05% | 0.06% | 47 | +855 | 7.79% | Q2 2026 | Aug 04, 2026 |
| KAVAR CAPITAL PARTNERS GROUP, LLC | History | Added to | 11,686 | 588 | 0.07% | 0.06% | 48 | +2,080 | 21.65% | Q2 2026 | Jul 20, 2026 |
| Frontier Asset Management, LLC | History | Added to | 11,527 | 580 | 0.1% | 0.11% | 49 | +403 | 3.62% | Q2 2026 | Aug 06, 2026 |
| Demars Financial Group, LLC | History | New | 11,325 | 570 | 0.16% | — | 50 | +11,325 | New | Q2 2026 | Jul 21, 2026 |
| FOUNDERS GROVE WEALTH PARTNERS, LLC | History | Reduced | 11,141 | 560 | 0.11% | 0.12% | 51 | -71 | -0.63% | Q2 2026 | Jul 22, 2026 |
| World Investment Advisors | History | Reduced | 10,035 | 505 | 0.01% | 0.01% | 52 | -668 | -6.24% | Q2 2026 | Aug 13, 2026 |
| Sunbelt Securities, Inc. | History | No change | 10,298 | 478 | 0.03% | 0.03% | 53 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 8,992 | 453 | 0.0% | 0.0% | 54 | +4,425 | 96.89% | Q2 2026 | Aug 14, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 8,676 | 436 | 0.01% | 0.01% | 55 | +131 | 1.53% | Q2 2026 | Aug 12, 2026 |
| Brookstone Capital Management | History | Added to | 8,378 | 421 | 0.0% | 0.0% | 56 | +790 | 10.41% | Q2 2026 | Jul 15, 2026 |
| Atria Investments, Inc | History | Added to | 8,292 | 417 | 0.0% | 0.0% | 57 | +21 | 0.25% | Q2 2026 | Jul 28, 2026 |
| BCGM Wealth Management, LLC | History | No change | 8,300 | 417 | 0.09% | 0.1% | 58 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 7,932 | 399 | 0.0% | 0.0% | 59 | +294 | 3.85% | Q2 2026 | Aug 07, 2026 |
| LaSalle St. Investment Advisors, LLC | History | Added to | 7,687 | 387 | 0.05% | 0.05% | 60 | +587 | 8.27% | Q2 2026 | Aug 11, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Reduced | 7,506 | 377 | 0.02% | 0.03% | 61 | -315 | -4.03% | Q2 2026 | Aug 07, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 6,951 | 350 | 0.0% | 0.0% | 62 | +17 | 0.25% | Q2 2026 | Aug 14, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 6,963 | 350 | 0.0% | 0.0% | 63 | +6 | 0.09% | Q2 2026 | Jul 28, 2026 |
| Private Advisor Group, LLC | History | New | 6,473 | 325 | 0.0% | — | 64 | +6,473 | New | Q2 2026 | Jul 27, 2026 |
| Regal Investment Advisors LLC | History | Reduced | 6,202 | 312 | 0.02% | 0.02% | 65 | -1,324 | -17.59% | Q2 2026 | Aug 14, 2026 |
| Sigma Planning Corp | History | Added to | 6,109 | 307 | 0.01% | 0.01% | 66 | +407 | 7.14% | Q2 2026 | Aug 07, 2026 |
| Ameritas Investment Partners, Inc. | History | Reduced | 5,597 | 281 | 0.01% | 0.01% | 67 | -43 | -0.76% | Q2 2026 | Aug 13, 2026 |
| Strategic Blueprint, LLC | History | No change | 5,454 | 274 | 0.01% | 0.01% | 68 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Arkos Global Advisors | History | Added to | 4,818 | 243 | 0.03% | 0.03% | 69 | +84 | 1.77% | Q2 2026 | Aug 14, 2026 |
| Forge Financial Services LLC | History | Reduced | 4,362 | 219 | 0.02% | 0.02% | 70 | -96 | -2.15% | Q2 2026 | Aug 07, 2026 |
| McAdam, LLC | History | New | 4,326 | 217 | 0.01% | — | 72 | +4,326 | New | Q2 2026 | Aug 04, 2026 |
| Kovack Advisors, Inc. | History | Added to | 4,333 | 217 | 0.01% | 0.01% | 71 | +2 | 0.05% | Q2 2026 | Jul 28, 2026 |
| Mascagni Wealth Management, Inc. | History | New | 4,012 | 201 | 0.12% | — | 73 | +4,012 | New | Q2 2026 | Jul 31, 2026 |
| FMR LLC | History | Added to | 3,796 | 191 | 0.0% | 0.0% | 74 | +3,479 | 1097.48% | Q2 2026 | Aug 13, 2026 |
| ASSETMARK, INC | History | Reduced | 3,246 | 163 | 0.0% | 0.0% | 75 | -1,094 | -25.21% | Q2 2026 | Jul 30, 2026 |
| IFP Advisors, Inc | History | Added to | 3,206 | 161 | 0.0% | 0.0% | 76 | +203 | 6.76% | Q2 2026 | Jul 20, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 2,989 | 150 | 0.0% | 0.0% | 77 | -151 | -4.81% | Q2 2026 | Aug 07, 2026 |
| Larson Financial Group LLC | History | Added to | 2,898 | 145 | 0.0% | 0.0% | 78 | +207 | 7.69% | Q2 2026 | Aug 14, 2026 |
| Midwest Capital Advisors, LLC | History | Added to | 2,890 | 145 | 0.06% | 0.06% | 79 | +7 | 0.24% | Q2 2026 | Jul 28, 2026 |
| AdvisorNet Financial, Inc | History | Reduced | 2,805 | 141 | 0.01% | 0.01% | 80 | -39 | -1.37% | Q2 2026 | Jul 23, 2026 |
| Aptus Capital Advisors, LLC | History | New | 2,469 | 124 | 0.0% | — | 81 | +2,469 | New | Q2 2026 | Aug 12, 2026 |
| Arax Advisory Partners | History | Added to | 1,343 | 67 | 0.0% | 0.0% | 82 | +426 | 46.46% | Q2 2026 | Aug 10, 2026 |
| Bank of New Hampshire | History | No change | 1,260 | 63 | 0.01% | 0.01% | 83 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Nemes Rush Group LLC | History | No change | 1,145 | 57 | 0.0% | 0.01% | 84 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SHP Wealth Management | History | Reduced | 739 | 37 | 0.0% | 0.0% | 85 | -674 | -47.7% | Q2 2026 | Aug 11, 2026 |
| IFG Advisory, LLC | History | Added to | 700 | 35 | 0.0% | 0.06% | 86 | +250 | 55.56% | Q2 2026 | Aug 13, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | No change | 600 | 30 | 0.01% | 0.01% | 87 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| PEOPLES FINANCIAL SERVICES CORP. | History | Added to | 530 | 26 | 0.01% | 0.01% | 88 | +263 | 98.5% | Q2 2026 | Jul 22, 2026 |
| N.E.W. Advisory Services LLC | History | Added to | 442 | 22 | 0.0% | 0.0% | 89 | +8 | 1.84% | Q2 2026 | Aug 06, 2026 |
| Smartleaf Asset Management LLC | History | No change | 410 | 20 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 346 | 17 | 0.0% | 0.0% | 91 | -2,718 | -88.71% | Q2 2026 | Aug 12, 2026 |
| NewEdge Advisors, LLC | History | No change | 350 | 17 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Winch Advisory Services, LLC | History | Added to | 328 | 16 | 0.0% | 0.0% | 93 | +1 | 0.31% | Q2 2026 | Aug 06, 2026 |
| First PREMIER Bank | History | No change | 250 | 13 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Blue Trust, Inc. | History | No change | 117 | 5 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Harborfront Financial Group LLC | History | New | 62 | 3 | 0.01% | — | 96 | +62 | New | Q2 2026 | Aug 07, 2026 |
| CWM, LLC | History | No change | 47 | 2 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| True Wealth Design, LLC | History | No change | 40 | 2 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| WESTWOOD HOLDINGS GROUP INC | History | Closed out | 0 | 0 | — | 0.21% | — | -616,000 | -100.0% | Q2 2026 | Aug 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -19,996 | -100.0% | Q2 2026 | Aug 14, 2026 |
| 49 WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -6,844 | -100.0% | Q2 2026 | Aug 18, 2026 |
| Harvest Investment Services, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -6,789 | -100.0% | Q2 2026 | Aug 14, 2026 |
| OneAscent Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -6,773 | -100.0% | Q2 2026 | Aug 11, 2026 |
| Comprehensive Financial Planning, Inc./PA | History | Closed out | 0 | 0 | — | 0.03% | — | -817 | -100.0% | Q2 2026 | Aug 10, 2026 |
| WELLS FARGO & COMPANY/MN | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | Reduced | 7 | 0 | — | — | — | -1 | -12.5% | Q2 2026 | Aug 13, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |