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Disclosery

TPSC TIMOTHY PLAN

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U S SM CP CORE (fund)

71 managers (73 13F filers) reported a position in TPSC shares at 2024-12-31, 2,488,922 shares in all. 12 filers opened a position and 6 filers sold out during the quarter.

Managers
71
13F filers
73
New
12
Added
28
Reduced
15
Sold out
6
Shares held by filers
2,488,922

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Christian Investment Advisors, Inc.326,048$12.7M9.21%13F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV209,533$8.18M0.66%+15,20413F-HRTimeline
Bare Financial Services, Inc205,654$8.03M3.23%+10,65913F-HRTimeline
LPL Financial LLC193,150$7.54M<0.01%+50,93813F-HRTimeline
Faithward Advisors, LLC185,818$7.26M1.24%-1,92213F-HRTimeline
Turning Point Benefit Group, Inc.163,273$6.37M6.06%13F-HRTimeline
O'Connor Financial Group LLC147,223$5.75M3%+2,83113F-HRTimeline
OneAscent Financial Services LLCgroup of 2 filers holding127,485$4.98M+106,238Timeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…65,397$2.55M0.14%+5,27113F-HRTimelineGroup
Cambridge Investment Research Advisors,…61,140$2.39M0.01%+28,59413F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC53,132$2.07M0.01%-3,29013F-HRTimelineGroup
Frontier Asset Management, LLC49,005$1.91M0.63%-4,91313F-HRTimeline
Sowell Financial Services LLC48,189$1.88M0.1%+27,64413F-HRTimeline
Valmark Advisers, Inc.47,877$1.87M0.03%-4,70313F-HRTimeline
Plan A Wealth LLC47,439$1.85M1.69%13F-HRTimeline
CWM, LLCin group CWM, LLC44,347$1.73M0.01%-2,50913F-HRTimelineGroup
First Heartland Consultants, Inc.39,150$1.53M0.16%+5,20113F-HRTimeline
Sound Financial Strategies Group, LLC39,086$1.53M1.27%-1,64413F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC37,137$1.45M0.04%new13F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding35,270$1.38M+2,892Timeline
XY Planning Network, Inc.26,946$1.05M0.79%13F-HRTimeline
Cetera Investment Advisers25,949$1.01M<0.01%+85613F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC24,755$967K<0.01%013F-HRTimelineGroup
Sound Stewardship, LLC24,537$958K0.57%+96013F-HRTimeline
Strategic Blueprint, LLC24,362$951K0.06%-1,02813F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC21,350$834K<0.01%+7,55313F-HRTimelineGroup
J.W. COLE ADVISORS, INC.19,929$778K0.03%+10813F-HRTimeline
Atria Investments, Inc18,593$726K0.01%+2,97513F-HRTimeline
VICUS CAPITAL14,802$578K0.05%+99013F-HRTimeline
IFP Advisors, Inc14,777$577K0.02%+3,94113F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…14,640$572K<0.01%new13F-HR/ATimeline
Arete Wealth Advisors, LLC11,188$438K0.03%+2,87613F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC11,048$431K<0.01%+1,52713F-HRTimeline
UBS Group AGin group UBS Group AG10,112$395K<0.01%+19813F-HRTimelineGroup
Whitaker-Myers Wealth Managers, LTD.9,721$380K0.11%-42513F-HRTimeline
SageOak Financial, LLC9,066$354K0.32%13F-HRTimeline
Advisory Services Network, LLC7,959$311K0.01%-1,28113F-HRTimeline
Symphony Financial, Ltd. Co.6,663$271K0.04%+1813F-HRTimeline
Efficient Advisors, LLC6,565$256K0.02%+2313F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…6,128$239K<0.01%new13F-HRTimelineGroup
Synergy Asset Management, LLCin group Synergy Asset Management, LLC6,074$236K0.02%new13F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC5,615$219K<0.01%13F-HR/ATimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.5,181$202K<0.01%+40413F-HR/ATimelineGroup
Geneos Wealth Management Inc.5,012$196K0.01%+1,24413F-HRTimeline
Allworth Financial LP4,691$190K<0.01%new13F-HRTimeline
Values First Advisors, Inc.4,129$161K0.09%new13F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP3,474$136K<0.01%+2,26913F-HRTimelineGroup
HHM Wealth Advisors, LLC3,218$126K0.02%013F-HRTimeline
Midwest Capital Advisors, LLC1,868$72.9K0.05%13F-HRTimeline
HARBOUR INVESTMENTS, INC.1,840$71.8K<0.01%+68513F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC1,764$68.9K<0.01%-813F-HRTimelineGroup
Transcendent Capital Group LLC1,626$63.5K0.03%new13F-HRTimeline
OLIVER LAGORE VANVALIN INVESTMENT GROUP1,586$61.9K0.02%-68613F-HRTimeline
WINNACLE WEALTH LLC1,261$49.2K0.05%13F-HRTimeline
Nemes Rush Group LLC1,240$48.4K0.01%013F-HRTimeline
MATHER GROUP, LLC.1,045$40.8K<0.01%013F-HRTimeline
AE Wealth Management LLC613$23.9K<0.01%new13F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…608$23.7K<0.01%new13F-HRTimelineGroup
AdvisorNet Financial, Inc606$23.7K<0.01%013F-HRTimeline
Blue Trust, Inc.551$21.5K<0.01%-31013F-HR/ATimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…508$20.5K<0.01%+36013F-HRTimeline
Larson Financial Group LLC467$18.2K<0.01%013F-HRTimeline
GeoWealth Management, LLC376$14.7K<0.01%013F-HRTimeline
CoreCap Advisors, LLC320$12.5K<0.01%013F-HRTimeline
Creekmur Asset Management LLC202$7.89K<0.01%-15913F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA150$6K<0.01%new13F-HRTimelineGroup
Coppell Advisory Solutions LLC106$4.14K<0.01%013F-HRTimeline
FMR LLCin group FMR LLC102$3.98K<0.01%new13F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY100$3.9K<0.01%+9913F-HR/ATimelineGroup
COMERICA BANK74$2.89K<0.01%-1513F-HR/ATimeline
JFS WEALTH ADVISORS, LLC72$2.81K<0.01%013F-HRTimeline