Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
RDA FINANCIAL NETWORK 01-12-2024 12-31-2023 226 263,911,860
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
SCHWAB STRATEGIC TR LONG TERM US 201 $336,873 9,603 0.00 9,603 +Inf 12-31-2023
XCEL ENERGY INC COM 202 $334,128 5,397 0.00 0.00 0 0.00 12-31-2023
INSTEEL INDS INC COM 203 $333,504 8,710 0.00 0.00 -1,137 -11.55 12-31-2023
KROGER CO COM 204 $330,216 7,224 0.00 0.00 903 14.29 12-31-2023
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