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Timothy Plan

Q3 2025 vs Q4 2025

Comparing institutional holders between quarters

Quarters

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
IFP Advisors, Inc
UNCHANGED
Shares612 from 612
Change0 (0%)
Value$16.9K (+$83)
Filed 2026-02-06
Cambridge Investment Research Advisors, Inc.
CLOSED
Shares0 from 113,730
Change-113,730 (-100%)
Value$0 (-$3.1K)
Filed 2026-02-05
LPL Financial LLC
CLOSED
Shares0 from 66,149
Change-66,149 (-100%)
Value$0 (-$1.8M)
Filed 2026-02-11
Susquehanna International Group, LLP
CLOSED
Shares0 from 30,064
Change-30,064 (-100%)
Value$0 (-$828.4K)
Filed 2026-02-17
Sunbelt Securities, Inc.
CLOSED
Shares0 from 18,207
Change-18,207 (-100%)
Value$0 (-$501.7K)
Filed 2026-02-20
LifeWealth Investments, LLC
CLOSED
Shares0 from 18,112
Change-18,112 (-100%)
Value$0 (-$499.1K)
Filed 2026-01-26
Creative Financial Designs Inc
CLOSED
Shares0 from 15,121
Change-15,121 (-100%)
Value$0 (-$416.6K)
Filed 2026-02-06
First Heartland Consultants, Inc.
CLOSED
Shares0 from 14,708
Change-14,708 (-100%)
Value$0 (-$405.3K)
Filed 2026-01-09
Cetera Investment Advisers
CLOSED
Shares0 from 10,458
Change-10,458 (-100%)
Value$0 (-$288.2K)
Filed 2026-02-17
Optivise Advisory Services LLC
CLOSED
Shares0 from 10,286
Change-10,286 (-100%)
Value$0 (-$283.4K)
Filed 2026-01-12
EverSource Wealth Advisors, LLC
CLOSED
Shares0 from 6,225
Change-6,225 (-100%)
Value$0 (-$171.5K)
Filed 2026-02-06
Winnacle Wealth LLC
CLOSED
Shares0 from 4,661
Change-4,661 (-100%)
Value$0 (-$130.5K)
Filed 2026-02-11
Osaic Holdings, Inc.
CLOSED
Shares0 from 3,053
Change-3,053 (-100%)
Value$0 (-$83.5K)
Filed 2026-02-17
Ameritas Advisory Services, LLC
CLOSED
Shares0 from 500
Change-500 (-100%)
Value$0 (-$13.8K)
Filed 2026-02-04
Wealth Watch Advisors, Inc
CLOSED
Shares0 from 217
Change-217 (-100%)
Value$0 (-$6.0K)
Filed 2026-02-17
UBS Group AG
CLOSED
Shares0 from 14
Change-14 (-100%)
Value$0 (-$386)
Filed 2026-01-29
Morgan Stanley
CLOSED
Shares0 from 1
Change-1 (-100%)
Value$0 (-$43)
Filed 2026-05-27
Status
IFP Advisors, Inc
UNCHANGED61261200%$16.9K$16.9K+$832026-02-06
Cambridge Investment Research Advisors, Inc.
CLOSED0113,730-113,730-100%$3.1K$0-$3.1K2026-02-05
LPL Financial LLC
CLOSED066,149-66,149-100%$1.8M$0-$1.8M2026-02-11
Susquehanna International Group, LLP
CLOSED030,064-30,064-100%$828.4K$0-$828.4K2026-02-17
Sunbelt Securities, Inc.
CLOSED018,207-18,207-100%$501.7K$0-$501.7K2026-02-20
LifeWealth Investments, LLC
CLOSED018,112-18,112-100%$499.1K$0-$499.1K2026-01-26
Creative Financial Designs Inc
CLOSED015,121-15,121-100%$416.6K$0-$416.6K2026-02-06
First Heartland Consultants, Inc.
CLOSED014,708-14,708-100%$405.3K$0-$405.3K2026-01-09
Cetera Investment Advisers
CLOSED010,458-10,458-100%$288.2K$0-$288.2K2026-02-17
Optivise Advisory Services LLC
CLOSED010,286-10,286-100%$283.4K$0-$283.4K2026-01-12
EverSource Wealth Advisors, LLC
CLOSED06,225-6,225-100%$171.5K$0-$171.5K2026-02-06
Winnacle Wealth LLC
CLOSED04,661-4,661-100%$130.5K$0-$130.5K2026-02-11
Osaic Holdings, Inc.
CLOSED03,053-3,053-100%$83.5K$0-$83.5K2026-02-17
Ameritas Advisory Services, LLC
CLOSED0500-500-100%$13.8K$0-$13.8K2026-02-04
Wealth Watch Advisors, Inc
CLOSED0217-217-100%$6.0K$0-$6.0K2026-02-17
UBS Group AG
CLOSED014-14-100%$386$0-$3862026-01-29
Morgan Stanley
CLOSED01-1-100%$43$0-$432026-05-27
Showing 17 of 17 institutions