TIMOTHY PLAN - TPSC
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| LPL Financial LLC | History | No change | 939,102 | 45,060 | 0.01% | 0.01% | 1 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| WESTWOOD HOLDINGS GROUP INC | History | No change | 580,000 | 27,829 | 0.21% | 0.21% | 2 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 374,020 | 17,946 | 0.01% | 0.01% | 3 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Christian Investment Advisors, Inc. | History | No change | 338,432 | 16,238 | 9.57% | 9.57% | 4 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 302,545 | 14,516 | 0.69% | 0.69% | 5 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Bare Financial Services, Inc | History | No change | 271,703 | 13,036 | 2.99% | 2.99% | 6 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 200,039 | 9,599 | 0.0% | 0.0% | 7 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Faithward Advisors, LLC | History | No change | 183,599 | 8,809 | 1.08% | 1.08% | 8 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Plan A Wealth LLC | History | No change | 182,718 | 8,767 | 3.73% | 3.73% | 9 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Kestra Advisory Services, LLC | History | No change | 166,301 | 7,979 | 0.03% | 0.03% | 10 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| OneAscent Financial Services LLC | History | No change | 160,784 | 7,714 | 0.37% | 0.37% | 11 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| O'Connor Financial Group LLC | History | No change | 153,956 | 7,387 | 2.61% | 2.61% | 12 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| ASSETMARK, INC | History | No change | 122,525 | 5,879 | 0.01% | 0.01% | 13 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 120,039 | 5,694 | 0.01% | 0.01% | 14 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 104,830 | 5,030 | 0.17% | 0.17% | 15 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Sound Financial Strategies Group, LLC | History | No change | 74,136 | 3,557 | 2.26% | 2.26% | 16 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Turning Point Benefit Group, Inc. | History | No change | 72,706 | 3,484 | 1.5% | 1.5% | 17 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 59,080 | 2,834 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 58,745 | 2,813 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FAMILY WEALTH PARTNERS, LLC | History | No change | 56,018 | 2,687 | 0.82% | 0.82% | 20 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Focus Partners Advisor Solutions, LLC | History | No change | 55,914 | 2,682 | 0.02% | 0.02% | 21 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| BENJAMIN EDWARDS INC | History | No change | 54,341 | 2,607 | 0.02% | 0.02% | 22 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Investment Research Partners LLC | History | No change | 51,415 | 2,466 | 0.83% | 0.83% | 23 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| IFP Advisors, Inc | History | No change | 51,150 | 2,454 | 0.04% | 0.04% | 24 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Valmark Advisers, Inc. | History | No change | 47,517 | 2,279 | 0.02% | 0.02% | 25 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Cetera Investment Advisers | History | No change | 40,640 | 1,949 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| RFG Advisory, LLC | History | No change | 34,583 | 1,659 | 0.03% | 0.03% | 27 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | No change | 33,435 | 1,602 | 0.01% | 0.01% | 28 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| First Heartland Consultants, Inc. | History | No change | 29,710 | 1,425 | 0.09% | 0.09% | 29 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Sound Stewardship, LLC | History | No change | 27,749 | 1,331 | 0.55% | 0.55% | 30 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 27,248 | 1,307 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 26,580 | 1,275 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| WorthPointe, LLC | History | No change | 25,701 | 1,233 | 0.31% | 0.31% | 33 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| J.W. COLE ADVISORS, INC. | History | No change | 22,862 | 1,096 | 0.02% | 0.02% | 34 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Allworth Financial LP | History | No change | 22,439 | 1,076 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 20,726 | 994 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SageOak Financial, LLC | History | No change | 19,502 | 935 | 0.61% | 0.61% | 37 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Chevy Chase Trust Holdings, LLC | History | No change | 19,398 | 930 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TrueWealth Advisors, LLC | History | No change | 19,147 | 918 | 0.21% | 0.21% | 39 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 18,064 | 867 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sowell Financial Services LLC | History | No change | 17,963 | 861 | 0.03% | 0.03% | 41 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 17,566 | 842 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Discipline Wealth Solutions, LLC | History | No change | 16,906 | 811 | 0.07% | 0.07% | 43 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Geneos Wealth Management Inc. | History | No change | 15,943 | 764 | 0.02% | 0.02% | 44 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Farther Finance Advisors, LLC | History | No change | 15,688 | 752 | 0.01% | 0.01% | 45 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 15,189 | 729 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Frontier Asset Management, LLC | History | No change | 15,187 | 728 | 0.13% | 0.13% | 47 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| VICUS CAPITAL | History | No change | 13,942 | 668 | 0.04% | 0.04% | 48 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Betterment LLC | History | No change | 12,726 | 611 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| World Investment Advisors | History | No change | 11,287 | 541 | 0.01% | 0.01% | 50 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Merit Financial Group, LLC | History | No change | 10,890 | 522 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| UBS Group AG | History | No change | 10,836 | 519 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NATIXIS ADVISORS, LLC | History | No change | 10,473 | 502 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| KAVAR CAPITAL PARTNERS GROUP, LLC | History | No change | 9,504 | 456 | 0.06% | 0.06% | 54 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Pioneer Wealth Management Group | History | No change | 9,306 | 446 | 0.11% | 0.11% | 55 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| JANE STREET GROUP, LLC | History | No change | 9,240 | 443 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Strategic Equity Management | History | No change | 8,081 | 387 | 0.13% | 0.13% | 57 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 7,672 | 368 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MONEYWISE, INC. | History | No change | 7,323 | 351 | 0.13% | 0.13% | 59 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Advisory Services Network, LLC | History | No change | 7,284 | 349 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Strategic Blueprint, LLC | History | No change | 6,438 | 308 | 0.02% | 0.02% | 61 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| OneAscent Wealth Management LLC | History | No change | 6,232 | 299 | 0.09% | 0.09% | 62 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Kovack Advisors, Inc. | History | No change | 6,159 | 295 | 0.01% | 0.01% | 63 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Values First Advisors, Inc. | History | No change | 6,165 | 295 | 0.13% | 0.13% | 64 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| BFI Wealth Solutions, LLC | History | No change | 5,507 | 264 | 0.2% | 0.2% | 65 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Demars Financial Group, LLC | History | No change | 5,369 | 257 | 0.07% | 0.07% | 66 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Abundance Wealth Counselors | History | No change | 5,194 | 249 | 0.02% | 0.02% | 67 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| CITADEL ADVISORS LLC | History | No change | 5,025 | 241 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Whitaker-Myers Wealth Managers, LTD. | History | No change | 4,973 | 238 | 0.04% | 0.04% | 69 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Symphony Financial, Ltd. Co. | History | No change | 4,728 | 225 | 0.02% | 0.02% | 70 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| CARLSON FINANCIAL, INC. | History | No change | 4,456 | 213 | 0.11% | 0.11% | 71 | 0 | 0.0% | Q2 2026 | Aug 24, 2026 |
| IFG Advisory, LLC | History | No change | 2,581 | 123 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BankPlus Trust Department | History | No change | 2,220 | 106 | 0.02% | 0.02% | 73 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Rossby Financial, LCC | History | No change | 2,044 | 98 | 0.02% | 0.02% | 74 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Midwest Capital Advisors, LLC | History | No change | 1,889 | 90 | 0.04% | 0.04% | 75 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Blue Trust, Inc. | History | No change | 1,582 | 75 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 1,410 | 67 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Nemes Rush Group LLC | History | No change | 1,240 | 59 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| N.E.W. Advisory Services LLC | History | No change | 1,209 | 57 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| CX Institutional | History | No change | 1,239 | 55 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q3 2026 | Oct 02, 2026 |
| AdvisorNet Financial, Inc | History | No change | 763 | 36 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 576 | 27 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Global Retirement Partners, LLC | History | No change | 500 | 23 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Arax Advisory Partners | History | No change | 463 | 22 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| MATHER GROUP, LLC. | History | No change | 435 | 20 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| CoreCap Advisors, LLC | History | No change | 320 | 15 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| JPMORGAN CHASE & CO | History | No change | 277 | 13 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 279 | 13 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 259 | 12 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| First PREMIER Bank | History | No change | 175 | 8 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| FIFTH THIRD BANCORP | History | No change | 104 | 4 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| VANGUARD ADVISERS INC | History | No change | 79 | 3 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Main Street Group, LTD | History | No change | 44 | 2 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| FMR LLC | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MORGAN STANLEY | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |