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Timothy Plan

Q2 2025 vs Q3 2025

Comparing institutional holders between quarters

Quarters

Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
LPL Financial LLC
DECREASED
Shares73,771 from 88,389
Change-14,618 (-17%)
Value$1.9M (-$298.1K)
Filed 2025-11-12
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares70,508 from 73,633
Change-3,125 (-4%)
Value$1.8K (-$12)
Filed 2025-11-12
Turning Point Benefit Group, Inc.
INCREASED
Shares20,268 from 18,108
Change+2,160 (+12%)
Value$528.0K (+$72.3K)
Filed 2025-11-17
Citadel Advisors LLC
NEW
Shares16,067
Change+16,067
Value$419.6K
Filed 2025-11-14
Creative Financial Designs Inc
INCREASED
Shares15,884 from 15,693
Change+191 (+1%)
Value$414.8K (+$19.8K)
Filed 2025-11-12
First Heartland Consultants, Inc.
INCREASED
Shares15,611 from 14,728
Change+883 (+6%)
Value$407.7K (+$37.0K)
Filed 2025-11-10
Optivise Advisory Services LLC
DECREASED
Shares10,168 from 10,533
Change-365 (-3%)
Value$265.5K (+$430)
Filed 2025-10-17
Winnacle Wealth LLC
NEW
Shares4,938
Change+4,938
Value$133.3K
Filed 2025-11-04
Osaic Holdings, Inc.
INCREASED
Shares4,550 from 2,800
Change+1,750 (+63%)
Value$118.4K (+$47.9K)
Filed 2025-11-14
EverSource Wealth Advisors, LLC
INCREASED
Shares3,465 from 3,443
Change+22 (+1%)
Value$90.5K (+$3.8K)
Filed 2025-11-10
UBS Group AG
DECREASED
Shares2,763 from 5,873
Change-3,110 (-53%)
Value$72.2K (-$75.7K)
Filed 2025-11-13
Sound Financial Strategies Group, LLC
UNCHANGED
Shares406 from 406
Change0 (0%)
Value$10.6K (+$384)
Filed 2025-10-23
Advisory Services Network, LLC
NEW
Shares230
Change+230
Value$6.0K
Filed 2025-11-18
Wealth Watch Advisors, Inc
NEW
Shares223
Change+223
Value$5.8K
Filed 2025-11-13
Ameritas Advisory Services, LLC
DECREASED
Shares111 from 6,771
Change-6,660 (-98%)
Value$2.9K (-$167.5K)
Filed 2025-11-06
Morgan Stanley
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$27 (-$12)
Filed 2026-05-27
Susquehanna International Group, LLP
CLOSED
Shares0 from 13,363
Change-13,363 (-100%)
Value$0 (-$336.3K)
Filed 2025-11-14
Bedel Financial Consulting, Inc.
CLOSED
Shares0 from 8,368
Change-8,368 (-100%)
Value$0 (-$210.6K)
Filed 2025-11-07
Raymond James Financial Inc
CLOSED
Shares0 from 1,624
Change-1,624 (-100%)
Value$0 (-$40.9K)
Filed 2025-11-14
IFP Advisors, Inc
CLOSED
Shares0 from 136
Change-136 (-100%)
Value$0 (-$3.4K)
Filed 2026-02-06
Proequities, Inc.
N/A
Shares— from 0
Change0
Value—
Status
LPL Financial LLC
DECREASED73,77188,389-14,618-17%$2.2M$1.9M-$298.1K2025-11-12
Cambridge Investment Research Advisors, Inc.
DECREASED70,50873,633-3,125-4%$1.9K$1.8K-$122025-11-12
Turning Point Benefit Group, Inc.
INCREASED20,26818,108+2,160+12%$455.7K$528.0K+$72.3K2025-11-17
Citadel Advisors LLC
NEW16,067—+16,067——$419.6K—2025-11-14
Creative Financial Designs Inc
INCREASED15,88415,693+191+1%$395.0K$414.8K+$19.8K2025-11-12
First Heartland Consultants, Inc.
INCREASED15,61114,728+883+6%$370.7K$407.7K+$37.0K2025-11-10
Optivise Advisory Services LLC
DECREASED10,16810,533-365-3%$265.1K$265.5K+$4302025-10-17
Winnacle Wealth LLC
NEW4,938—+4,938——$133.3K—2025-11-04
Osaic Holdings, Inc.
INCREASED4,5502,800+1,750+63%$70.4K$118.4K+$47.9K2025-11-14
EverSource Wealth Advisors, LLC
INCREASED3,4653,443+22+1%$86.7K$90.5K+$3.8K2025-11-10
UBS Group AG
DECREASED2,7635,873-3,110-53%$147.8K$72.2K-$75.7K2025-11-13
Sound Financial Strategies Group, LLC
UNCHANGED40640600%$10.2K$10.6K+$3842025-10-23
Advisory Services Network, LLC
NEW230—+230——$6.0K—2025-11-18
Wealth Watch Advisors, Inc
NEW223—+223——$5.8K—2025-11-13
Ameritas Advisory Services, LLC
DECREASED1116,771-6,660-98%$170.4K$2.9K-$167.5K2025-11-06
Morgan Stanley
UNCHANGED1100%$39$27-$122026-05-27
Susquehanna International Group, LLP
CLOSED013,363-13,363-100%$336.3K$0-$336.3K2025-11-14
Bedel Financial Consulting, Inc.
CLOSED08,368-8,368-100%$210.6K$0-$210.6K2025-11-07
Raymond James Financial Inc
CLOSED01,624-1,624-100%$40.9K$0-$40.9K2025-11-14
IFP Advisors, Inc
CLOSED0136-136-100%$3.4K$0-$3.4K2026-02-06
Proequities, Inc.
N/A—00—$0———
Showing 21 of 21 institutions