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CrossAmerica Partners
CAPL

Name Holding Trade Value Shares
Change 		Change in
Stake
Invesco
1
Invesco
Georgia
$87.5M -$827K -56,044 -0.9%
ClearBridge Investments
2
ClearBridge Investments
New York
$17.9M – – –
Mirae Asset Global Investments
3
Mirae Asset Global Investments
South Korea
$10.4M +$489K +33,137 +5%
BIAS
4
Beacon Investment Advisory Services
New Jersey
$7.43M – – –
Goldman Sachs
5
Goldman Sachs
New York
$4.42M -$3.42M -232,003 -44%
ACM
6
Advisors Capital Management
New Jersey
$2.31M -$103K -6,984 -4%
QPWM
7
Quadrant Private Wealth Management
Pennsylvania
$2.07M -$170K -11,533 -8%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$1.89M +$533K +36,097 +40%
MIAN
9
Mariner Independent Advisor Network
Kansas
$1.79M -$450K -30,511 -20%
Rafferty Asset Management
10
Rafferty Asset Management
New York
$1.77M +$3.87K +262 +0.2%
RJA
11
Raymond James & Associates
Florida
$1.22M -$37.3K -2,528 -3%
BI
12
Bramshill Investments
Florida
$755K +$7.85K +532 +1%
UBS Group
13
UBS Group
Switzerland
$700K -$35.3K -2,390 -5%
Morgan Stanley
14
Morgan Stanley
New York
$693K +$194K +13,168 +39%
California Public Employees Retirement System
15
California Public Employees Retirement System
California
$643K +$22.1K +1,500 +4%
Janney Montgomery Scott
16
Janney Montgomery Scott
Pennsylvania
$436K +$24.2K +1,637 +6%
CWP
17
Capital Wealth Planning
Florida
$386K – – –
CIBC Private Wealth Group
18
CIBC Private Wealth Group
Georgia
$364K +$362K +24,500 New
LF
19
Lee Financial
Texas
$268K – – –
AIA
20
Arrow Investment Advisors
Maryland
$261K -$79.5K -5,386 -23%
Truist Financial
21
Truist Financial
North Carolina
$237K – – –
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$219K +$22.1K +1,500 +11%
AFG
23
American Financial Group
Ohio
$208K +$207K +14,000 New
TIS
24
Tortoise Index Solutions
Kansas
$204K +$202K +13,686 New
VIA
25
Vident Investment Advisory
Georgia
$204K +$202K +13,686 New
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