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CrossAmerica Partners
CAPL

Name Holding Trade Value Shares
Change 		Change in
Stake
Invesco
1
Invesco
Georgia
$100M -$832K -51,791 -0.9%
ClearBridge Investments
2
ClearBridge Investments
New York
$20.6M – – –
Mirae Asset Global Investments
3
Mirae Asset Global Investments
South Korea
$13.9M +$1.71M +106,367 +15%
BIAS
4
Beacon Investment Advisory Services
New Jersey
$8.59M – – –
Goldman Sachs
5
Goldman Sachs
New York
$4.88M -$213K -13,237 -4%
First Trust Advisors
6
First Trust Advisors
Illinois
$3.41M +$3.19M +198,859 New
ACM
7
Advisors Capital Management
New Jersey
$2.6M -$60.5K -3,769 -2%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$2.58M +$374K +23,300 +18%
QPWM
9
Quadrant Private Wealth Management
Pennsylvania
$2.41M +$21.6K +1,348 +1%
MIAN
10
Mariner Independent Advisor Network
Kansas
$1.92M -$144K -8,997 -7%
Morgan Stanley
11
Morgan Stanley
New York
$1.72M +$862K +53,657 +115%
RJA
12
Raymond James & Associates
Florida
$1.3M -$100K -6,234 -8%
BI
13
Bramshill Investments
Florida
$874K +$2.18K +136 +0.3%
California Public Employees Retirement System
14
California Public Employees Retirement System
California
$729K -$12.8K -800 -2%
Janney Montgomery Scott
15
Janney Montgomery Scott
Pennsylvania
$498K -$4.69K -292 -1%
CWP
16
Capital Wealth Planning
Florida
$486K -$8.03K -500 -2%
CIBC Private Wealth Group
17
CIBC Private Wealth Group
Georgia
$421K – – –
LF
18
Lee Financial
Texas
$309K – – –
AFG
19
American Financial Group
Ohio
$274K +$32.1K +2,000 +14%
Truist Financial
20
Truist Financial
North Carolina
$273K – – –
UBS Group
21
UBS Group
Switzerland
$265K -$508K -31,653 -67%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$253K – – –
TIS
23
Tortoise Index Solutions
Kansas
$250K +$13.7K +854 +6%
VIA
24
Vident Investment Advisory
Georgia
$250K +$13.7K +854 +6%
AIA
25
Arrow Investment Advisors
Maryland
$244K -$53.9K -3,356 -19%
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