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Disclosery

CAKE CHEESECAKE FACTORY INC

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COM (common), issuer CIK 887596

322 managers (333 13F filers) reported a position in CAKE shares at 2026-03-31, 50,995,857 shares in all. 48 filers opened a position and 27 filers sold out during the quarter.

Managers
322
13F filers
333
New
48
Added
96
Reduced
132
Sold out
27
Shares held by filers
50,995,857

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, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
BlackRock, Inc.in group BlackRock, Inc.6,673,850$365M0.01%-192,09213F-HRTimelineGroup
FMR LLCin group FMR LLC5,916,282$324M0.02%-1,224,58013F-HRTimelineGroup
VANGUARD GROUP INCgroup of 7 filers holding5,190,415$284M+5,186,208Timeline
EARNEST PARTNERS LLC2,088,618$114M0.47%-59,14813F-HRTimeline
Invesco Ltd.in group Invesco Ltd.2,010,204$110M0.01%-327,46713F-HRTimelineGroup
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…1,992,075$109M0.32%-401,72013F-HRTimeline
STATE STREET CORPin group STATE STREET CORP1,800,480$98.6M<0.01%+14,52513F-HRTimelineGroup
AMERICAN CENTURY COMPANIES INCin group AMERICAN CENTURY COMPANIES INC1,773,699$97.1M0.05%+89,32713F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,369,742$75M0.01%-669,60113F-HRTimelineGroup
WESTWOOD HOLDINGS GROUP INCin group WESTWOOD HOLDINGS GROUP INC1,305,861$71.5M0.52%-194,19113F-HRTimelineGroup
UBS Group AGgroup of 2 filers holding1,271,132$69.6M+160,055Timeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.1,263,792$69.2M0.05%new13F-HRTimelineGroup
DIMENSIONAL FUND ADVISORS LPin group DIMENSIONAL FUND ADVISORS LP1,242,143$68M0.01%+29,03713F-HRTimelineGroup
GEODE CAPITAL MANAGEMENT, LLCin group GEODE CAPITAL MANAGEMENT, LLC1,149,555$62.9M<0.01%-2,61913F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY1,038,944$56.9M<0.01%-106,27213F-HRTimelineGroup
BAMCO INC /NY/in group Baron Capital1,000,037$54.8M0.17%-250,00013F-HRTimelineGroup
HENNESSY ADVISORS INC646,700$35.4M1.28%-67,70013F-HRTimeline
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co614,305$33.6M0.01%+16,90513F-HRTimelineGroup
Engineers Gate Manager LP553,663$30.3M0.38%+266,44413F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP503,206$27.6M<0.01%+6,01613F-HRTimelineGroup
Fisher Asset Management, LLC491,530$26.9M0.01%-11,65413F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp473,224$25.9M<0.01%-7,98813F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC441,633$24.2M<0.01%+7,40713F-HRTimelineGroup
VOLORIDGE INVESTMENT MANAGEMENT, LLC371,360$20.3M0.08%-293,66013F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP355,909$19.5M0.02%+334,85613F-HRTimelineGroup
PALISADE CAPITAL MANAGEMENT, LP333,629$18.3M0.61%-96,01913F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers324,357$17.8M0.02%-36,19613F-HRTimelineGroup
GAMCO Investors (Gabelli)group of 2 filers holding320,500$17.5M-13,500Timeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP317,680$17.2M0.01%+310,70813F-HRTimelineGroup
PRINCIPAL FINANCIAL GROUP INCin group PRINCIPAL FINANCIAL GROUP INC306,929$16.8M0.01%-33,14813F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN284,488$15.6M<0.01%-111,97013F-HR/ATimelineGroup
HRT FINANCIAL LP280,731$15.4M0.04%+50,58613F-HRTimeline
FRONTIER CAPITAL MANAGEMENT CO LLC278,981$15.3M0.16%-12,28113F-HRTimeline
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC277,889$15.2M0.01%-234,19613F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC248,933$13.6M<0.01%+3,76113F-HRTimelineGroup
Aequim Alternative Investments LP243,875$13.4M0.26%013F-HRTimeline
GAGNON SECURITIES LLCin group GAGNON SECURITIES LLC225,048$12.3M2.84%-1,54613F-HRTimelineGroup
WELLINGTON MANAGEMENT GROUP LLPin group WELLINGTON MANAGEMENT GROUP L…225,000$12.3M<0.01%-1,787,08313F-HRTimelineGroup
Trexquant Investment LP220,760$12.1M0.09%+164,13713F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO214,724$11.8M0.01%-54,66213F-HRTimelineGroup
PDT Partners, LLC172,778$9.46M0.56%-82,48313F-HRTimeline
Public Sector Pension Investment Board164,064$8.98M0.03%+5,23913F-HRTimeline
First Eagle Investment Management, LLCin group First Eagle Investment Manage…147,591$8.08M0.01%+16,00013F-HR/ATimelineGroup
NEW YORK STATE COMMON RETIREMENT FUND137,402$7.52M0.01%-25,07613F-HRTimeline
Schonfeld Strategic Advisors LLC134,996$7.39M0.06%+69,59413F-HRTimeline
RHUMBLINE ADVISERS130,661$7.15M0.01%+35513F-HRTimeline
ExodusPoint Capital Management, LP108,639$5.95M0.06%+72,13413F-HRTimeline
WINTON GROUP Ltdin group WINTON GROUP Ltd108,043$5.92M0.21%+96,86513F-HRTimelineGroup
Legal & General Group Plcin group Legal & General Group Plc107,158$5.87M<0.01%-10,37113F-HRTimelineGroup
Leeward Investments, LLC - MA106,249$5.82M0.29%-2,91113F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC95,298$5.22M<0.01%-5,66513F-HR/ATimelineGroup
Nuveen, LLCin group TIAA94,321$5.16M<0.01%-69813F-HRTimelineGroup
Swiss National Bank93,700$5.13M<0.01%+40013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…89,538$4.9M0.01%-1,81913F-HRTimelineGroup
BNP PARIBAS ASSET MANAGEMENT Holding S.…in group BNP PARIBAS ASSET MANAGEMENT …86,227$4.72M0.01%-74413F-HRTimelineGroup
Edgestream Partners, L.P.85,424$4.68M0.15%-38,15413F-HRTimeline
Squarepoint Ops LLCin group Squarepoint Ops LLC81,103$4.44M0.01%-273,09713F-HRTimelineGroup
Woodline Partners LP79,000$4.33M0.02%+38,80113F-HR/ATimeline
FRANKLIN RESOURCES INCin group Franklin Resources77,916$4.27M<0.01%+59,21013F-HRTimelineGroup
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP75,301$4.12M<0.01%-29913F-HRTimelineGroup
Brevan Howard Capital Management LPin group Brevan Howard Capital Managem…71,118$3.89M0.04%+28,34013F-HRTimelineGroup
NEW YORK STATE TEACHERS RETIREMENT SYST…69,452$3.8M0.01%-5,86613F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO66,333$3.61M<0.01%-51,00413F-HR/ATimelineGroup
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS65,151$3.57M<0.01%-256,41413F-HRTimelineGroup
Creative Planningin group Creative Planning59,773$3.27M<0.01%+38,17213F-HRTimelineGroup
CALIFORNIA STATE TEACHERS RETIREMENT SY…55,576$3.04M<0.01%+11,08813F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA55,046$3.01M<0.01%-53,34713F-HRTimelineGroup
Numerai GP LLC54,846$3M0.3%+14,69813F-HRTimeline
ALLIANCEBERNSTEIN L.P.58,596$2.96M<0.01%+94013F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC53,636$2.94M<0.01%+40,27613F-HRTimelineGroup
OCCUDO QUANTITATIVE STRATEGIES LP46,164$2.9M0.16%+30,64613F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPgroup of 2 filers holding51,446$2.82M-25,498Timeline
PRICE T ROWE ASSOCIATES INC /MD/50,751$2.78M<0.01%+8,40313F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC48,470$2.65M<0.01%-17,21313F-HRTimelineGroup
One Capital Management, LLC47,750$2.61M0.07%+10,31513F-HRTimeline
Future Fund LLC47,661$2.61M0.92%+10,31513F-HRTimeline
PRUDENTIAL FINANCIAL INCin group PRUDENTIAL FINANCIAL INC47,412$2.6M<0.01%+4,43513F-HRTimelineGroup
Aquatic Capital Management LLC45,115$2.47M0.07%-42,85113F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd44,517$2.44M0.04%new13F-HRTimelineGroup
Long Road Investment Counsel, LLC43,920$2.4M0.94%+80013F-HRTimeline
LPL Financial LLC43,843$2.4M<0.01%-2,09113F-HRTimeline
Knights of Columbus Asset Advisors LLC43,515$2.38M0.13%+7,48413F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …41,734$2.31M<0.01%-92,18713F-HRTimelineGroup
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\41,180$2.25M<0.01%-16,34413F-HRTimelineGroup
CANADA LIFE ASSURANCE Coin group CANADA LIFE ASSURANCE Co40,618$2.22M<0.01%-1,37013F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP40,399$2.21M<0.01%-9,33413F-HRTimelineGroup
OPPENHEIMER ASSET MANAGEMENT INC.group of 2 filers holding39,140$2.14M-35,134Timeline
CITIGROUP INCin group CITIGROUP INC38,412$2.1M<0.01%+2,21413F-HRTimelineGroup
South Dakota Investment Council37,379$2.05M0.04%013F-HRTimeline
State of New Jersey Common Pension Fund…in group State of New Jersey Common Pe…36,029$1.97M0.01%new13F-HRTimelineGroup
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF O…35,804$1.96M0.01%-7,37413F-HRTimeline
Cetera Investment Advisers35,633$1.95M<0.01%-1,91213F-HRTimeline
Man Group plcin group Man Group plc35,621$1.95M<0.01%new13F-HRTimelineGroup
Connor, Clark & Lunn Investment Managem…35,389$1.94M<0.01%-39,63313F-HRTimeline
DARK FOREST CAPITAL MANAGEMENT LP34,864$1.91M0.17%-3,46913F-HRTimeline
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.34,788$1.9M0.02%-19,16913F-HRTimelineGroup
Headlands Technologies LLC32,875$1.8M0.21%-24913F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC32,535$1.78M0.01%+1113F-HRTimelineGroup
DAVENPORT & Co LLC31,295$1.71M0.01%-4,03913F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC31,212$1.71M<0.01%-2,87713F-HRTimelineGroup
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…30,607$1.68M<0.01%-90113F-HRTimelineGroup
Ruffer LLP29,180$1.6M0.07%new13F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…28,281$1.55M<0.01%-8913F-HRTimelineGroup
STATE BOARD OF ADMINISTRATION OF FLORID…28,109$1.54M<0.01%+14,28813F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP27,292$1.49M<0.01%-5,06913F-HRTimelineGroup
Lighthouse Investment Partners, LLCin group Lighthouse Investment Partner…27,253$1.49M0.06%new13F-HRTimelineGroup
MetLife Investment Management, LLCin group MetLife Investment Management…25,432$1.39M0.01%-81213F-HRTimelineGroup
Illinois Municipal Retirement Fund24,938$1.37M0.02%+81513F-HRTimeline
Virtu Financial LLCin group Virtu Financial LLC24,931$1.36M0.06%new13F-HRTimelineGroup
POLEN CAPITAL MANAGEMENT LLC24,822$1.36M0.01%new13F-HRTimeline
Odyssean, LLC23,770$1.3M0.48%+9,30613F-HRTimeline
44 WEALTH MANAGEMENT LLC23,441$1.28M0.45%-1,26813F-HRTimeline
State of Alaska, Department of Revenue22,632$1.24M0.01%-71613F-HRTimeline
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.in group Mirae Asset Global Investment…21,666$1.19M<0.01%+15013F-HRTimelineGroup
DELPHI MANAGEMENT INC /MA/20,983$1.15M1.37%-8,60313F-HRTimeline
JANUS HENDERSON GROUP PLCin group Janus Henderson20,562$1.13M<0.01%013F-HR/ATimelineGroup
Louisiana State Employees Retirement Sy…20,300$1.11M0.02%-70013F-HRTimeline
1492 Capital Management LLC19,941$1.09M0.42%-65,60413F-HRTimeline
MANUFACTURERS LIFE INSURANCE COMPANY, T…in group MANUFACTURERS LIFE INSURANCE …19,683$1.08M<0.01%-52713F-HRTimelineGroup
Zurcher Kantonalbank (Zurich Cantonalba…19,650$1.08M<0.01%+3,39213F-HRTimeline
VICTORY CAPITAL MANAGEMENT INC19,634$1.07M<0.01%-1,454,68613F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC19,100$1.05M<0.01%-200,84013F-HRTimelineGroup
IMC-Chicago, LLC18,423$1.01M0.02%+7,68413F-HRTimeline
VARCOV Co.17,753$972K0.36%new13F-HRTimeline
Walleye Capital LLCgroup of 2 filers holding17,436$955K-10,127Timeline
Avior Wealth Management, LLC14,886$815K0.02%-3,67513F-HRTimeline
Gotham Asset Management, LLC14,768$809K<0.01%+9,12913F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…14,369$794K<0.01%+7,85313F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC14,184$777K<0.01%-99,10113F-HRTimelineGroup
INTECH INVESTMENT MANAGEMENT LLC14,097$772K0.01%-46,41613F-HRTimeline
VOYA INVESTMENT MANAGEMENT LLCin group VOYA INVESTMENT MANAGEMENT LLC14,073$770K<0.01%-38013F-HRTimelineGroup
GROUP ONE TRADING LLC13,955$764K0.03%+92913F-HRTimeline
STATE OF WISCONSIN INVESTMENT BOARD13,947$764K<0.01%-4,17013F-HRTimeline
SummitTX Capital, L.P.13,510$740K0.02%-67,46513F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…13,454$737K<0.01%+13,14013F-HRTimelineGroup
AMALGAMATED BANK13,215$724K0.01%-11313F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC13,126$719K0.02%new13F-HRTimeline
ARIZONA STATE RETIREMENT SYSTEM13,005$712K<0.01%-13113F-HRTimeline
Quantinno Capital Management LP12,940$708K<0.01%+3,16113F-HRTimeline
Police & Firemen's Retirement System of…12,831$702K0.01%+67913F-HRTimeline
Freestone Grove Partners LP12,466$683K<0.01%-3,13413F-HRTimeline
Quantbot Technologies LP12,298$673K0.03%-56,58513F-HRTimeline
MARSHALL WACE, LLPin group MARSHALL WACE, LLP12,026$658K<0.01%new13F-HRTimelineGroup
KLP KAPITALFORVALTNING AS12,000$657K<0.01%+1,90013F-HRTimeline
QUADRANT CAPITAL GROUP LLC11,931$653K0.02%-1213F-HR/ATimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/11,661$638K<0.01%-1,94513F-HRTimelineGroup
TEACHERS RETIREMENT SYSTEM OF THE STATE…11,587$635K<0.01%013F-HRTimeline
Inspire Investing, LLCin group Inspire Investing, LLC11,362$622K0.04%+16113F-HRTimelineGroup
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCH…11,340$621K<0.01%-1213F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC10,873$595K<0.01%+6,61813F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…10,558$578K<0.01%+56213F-HRTimelineGroup
OREGON PUBLIC EMPLOYEES RETIREMENT FUND10,487$574K0.01%013F-HRTimeline
State of Tennessee, Department of Treas…10,217$559K<0.01%013F-HRTimeline
Callan Family Office, LLCin group Callan Family Office, LLC9,957$545K0.01%+2,08613F-HRTimelineGroup
SG Americas Securities, LLC9,709$532K<0.01%-16,35513F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC9,539$522K<0.01%-13013F-HRTimelineGroup
CONNABLE OFFICE INC9,458$518K0.05%-1,85913F-HRTimeline
White Wing Wealth Management9,335$511K0.31%+25113F-HRTimeline
HighTower Advisors, LLC9,294$509K<0.01%-93913F-HRTimeline
Scientech Research LLC9,159$501K0.42%new13F-HRTimeline
JEPPSON WEALTH MANAGEMENT, LLC9,119$499K0.16%+113F-HRTimeline
Verition Fund Management LLC9,000$493K<0.01%-4,89913F-HRTimeline
Tidal Investments LLCin group Tidal Investments LLC8,907$488K<0.01%-35013F-HRTimelineGroup
BLAIR WILLIAM & CO/IL8,883$486K<0.01%-1,86213F-HRTimeline
Polymer Capital Management (US) LLC8,665$474K0.07%new13F-HRTimeline
Pictet Asset Management Holding SAin group Pictet Asset Management Holdi…8,484$464K<0.01%+1,54613F-HRTimelineGroup
Amundiin group Amundi8,377$459K<0.01%+1,68713F-HRTimelineGroup
&PARTNERS8,043$440K<0.01%-60413F-HRTimeline
YOUSIF CAPITAL MANAGEMENT, LLC7,935$434K0.01%-5313F-HRTimeline
Campbell & CO Investment Adviser LLC7,880$431K0.02%new13F-HRTimeline
CAPTRUST FINANCIAL ADVISORS7,852$430K<0.01%+1,92113F-HRTimeline
Ensign Peak Advisors, Inc7,826$428K<0.01%013F-HR/ATimeline
ACADIAN ASSET MANAGEMENT LLCin group ACADIAN ASSET MANAGEMENT LLC7,297$399K<0.01%new13F-HRTimelineGroup
ProShare Advisors LLC7,192$394K<0.01%-1,80113F-HRTimeline
Universal- Beteiligungs- und Serviceges…in group Universal- Beteiligungs- und …7,060$387K<0.01%-39913F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC6,788$372K<0.01%-22713F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC6,728$368K<0.01%-84713F-HRTimelineGroup
Maryland State Retirement & Pension Sys…6,703$367K0.01%013F-HRTimeline
Atria Investments, Inc6,691$366K<0.01%-1,98013F-HRTimeline
Integrated Investment Consultants, LLC6,595$361K0.08%-8713F-HRTimeline
MIRABELLA FINANCIAL SERVICES LLP6,344$347K0.03%new13F-HRTimeline
CHOREO, LLC6,022$330K<0.01%+91513F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC5,884$322K<0.01%+23213F-HRTimelineGroup
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA5,851$320K<0.01%-76713F-HRTimelineGroup
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION…5,833$319K<0.01%013F-HRTimeline
MONEY CONCEPTS CAPITAL CORP5,802$318K0.02%+21013F-HRTimeline
BRIDGES INVESTMENT MANAGEMENT INC5,543$303K<0.01%-1,84213F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP5,502$301K<0.01%-68513F-HRTimelineGroup
MML INVESTORS SERVICES, LLC5,484$300K<0.01%-1,69713F-HRTimeline
GAMMA Investing LLC5,318$291K0.01%+3,57713F-HRTimeline
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLCin group MUTUAL OF AMERICA CAPITAL MAN…5,248$287K<0.01%+713F-HRTimelineGroup
Premier Fund Managers Ltd4,849$263K0.02%-3,77013F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC4,739$259K0.01%+3113F-HRTimeline
Brooklyn Investment Group4,693$257K0.01%new13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.4,686$257K<0.01%-3013F-HRTimelineGroup
Abel Hall, LLC4,672$256K0.05%+36713F-HRTimeline
WEALTH ALLIANCE, LLC4,657$255K0.03%-83613F-HRTimeline
PRAXIS INVESTMENT MANAGEMENT INC4,578$251K0.02%-97213F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV4,529$248K<0.01%-11313F-HRTimeline
Sequoia Financial Advisors, LLC4,517$247K<0.01%new13F-HRTimeline