| DSMDX | Driehaus Small/Mid Cap Growth | Owns companies we recommend for divestment | 2 | 2 | 1 | 2 | X | Mid-Cap Growth |
| FTIF | First Trust Bloomberg Infl Snstv Eq ETF | Owns companies we recommend for divestment | 4 | 0 | 4 | 2 | X | Mid-Cap Value |
| FAPCX | Fidelity Intl Cptl Apprec K6 | Owns companies we recommend for divestment | 4 | 0 | 6 | 2 | X | Foreign Large Growth |
| FGRTX | Fidelity Mega Cap Stock | Owns companies we recommend for divestment | 4 | 6 | 11 | 9 | X | Large Blend |
| FMDGX | Fidelity Mid Cap Growth Index | Owns companies we recommend for divestment | 4 | 6 | 5 | 7 | X | Mid-Cap Growth |
| FMCSX | Fidelity Mid-Cap Stock | Owns companies we recommend for divestment | 4 | 3 | 2 | 6 | X | Mid-Cap Blend |
| FKMCX | Fidelity Mid-Cap Stock K | Owns companies we recommend for divestment | 4 | 3 | 2 | 6 | X | Mid-Cap Blend |
| FNKFX | Fidelity Mid-Cap Stock K6 | Owns companies we recommend for divestment | 4 | 3 | 2 | 6 | X | Mid-Cap Blend |
| FMILX | Fidelity New Millennium | Owns companies we recommend for divestment | 4 | 4 | 11 | 8 | X | Large Blend |
| FSWCX | Fidelity SAI US Value Index | Owns companies we recommend for divestment | 4 | 12 | 13 | 9 | X | Large Value |
| FDMLX | Fidelity Series Intrinsic Opps | Owns companies we recommend for divestment | 4 | 5 | 4 | 7 | X | Mid-Cap Value |
| FSMD | Fidelity Small-Mid Multifactor ETF | Owns companies we recommend for divestment | 4 | 8 | 6 | 9 | X | Small Blend |
| FTIEX | Fidelity Total International Equity | Owns companies we recommend for divestment | 4 | 3 | 6 | 5 | X | Foreign Large Blend |
| FVAL | Fidelity Value Factor ETF | Owns companies we recommend for divestment | 4 | 12 | 14 | 11 | X | Large Value |
| FTCS | First Trust Capital Strength ETF | Owns companies we recommend for divestment | 4 | 5 | 7 | 6 | X | Large Blend |
| FEOPX | Fidelity Enduring Opportunities | Owns companies we recommend for divestment | 4 | 6 | 9 | 11 | X | Global Large-Stock Growth |
| FDTS | First Trust DevMkts exUS SC AlphaDEX®ETF | Owns companies we recommend for divestment | 4 | 2 | 10 | 0 | X | Foreign Small/Mid Value |
| LEGR | First Trust Indxx Invtv Tnsctn&Prcs ETF | Owns companies we recommend for divestment | 4 | 7 | 9 | 11 | X | Digital Assets |
| FTLS | First Trust Long/Short Equity ETF | Owns companies we recommend for divestment | 4 | 6 | 8 | 7 | X | Long-Short Equity |
| TDIV | First Trust NASDAQ Technology Div ETF | Owns companies we recommend for divestment | 4 | 2 | 4 | 8 | X | Technology |
| FYX | First Trust Small Cap Core AlphaDEX® ETF | Owns companies we recommend for divestment | 4 | 5 | 3 | 6 | X | Small Blend |
| KOCG | FIS Knights of Columbus Global Blf ETF | Owns companies we recommend for divestment | 4 | 7 | 7 | 8 | X | Global Large-Stock Blend |
| ESGG | FlexShares STOXX Glbl ESG Select ETF | Owns companies we recommend for divestment | 4 | 14 | 23 | 12 | V | Global Large-Stock Blend |
| ESG | FlexShares STOXX US ESG Select ETF | Owns companies we recommend for divestment | 4 | 15 | 13 | 8 | V | Large Blend |
| FISEX | Franklin Equity Income A | Owns companies we recommend for divestment | 4 | 3 | 6 | 4 | X | Large Value |
| FEIFX | Franklin Equity Income Adv | Owns companies we recommend for divestment | 4 | 3 | 6 | 4 | X | Large Value |
| FRETX | Franklin Equity Income C | Owns companies we recommend for divestment | 4 | 3 | 6 | 4 | X | Large Value |
| FREIX | Franklin Equity Income R | Owns companies we recommend for divestment | 4 | 3 | 6 | 4 | X | Large Value |
| FIVFX | Fidelity International Capital Apprec | Owns companies we recommend for divestment | 4 | 0 | 6 | 2 | X | Foreign Large Growth |
| FDGKX | Fidelity Dividend Growth K | Owns companies we recommend for divestment | 4 | 2 | 7 | 5 | X | Large Blend |
| FLEU | Franklin FTSE Eurozone ETF | Owns companies we recommend for divestment | 4 | 2 | 8 | 3 | X | Europe Stock |
| FMCHX | Fidelity Advisor Mid-Cap Stock A | Owns companies we recommend for divestment | 4 | 3 | 2 | 6 | X | Mid-Cap Blend |
| FAGOX | Fidelity Advisor Growth Opps M | Owns companies we recommend for divestment | 4 | 5 | 9 | 7 | X | Large Growth |
| FZAHX | Fidelity Advisor Growth Opps Z | Owns companies we recommend for divestment | 4 | 5 | 9 | 7 | X | Large Growth |
| FCPCX | Fidelity Advisor Intl Cap App C | Owns companies we recommend for divestment | 4 | 0 | 6 | 2 | X | Foreign Large Growth |
| FCPIX | Fidelity Advisor Intl Cap App I | Owns companies we recommend for divestment | 4 | 0 | 6 | 2 | X | Foreign Large Growth |
| FIATX | Fidelity Advisor Intl Cap App M | Owns companies we recommend for divestment | 4 | 0 | 6 | 2 | X | Foreign Large Growth |
| FIDZX | Fidelity Advisor Intl Cap App Z | Owns companies we recommend for divestment | 4 | 0 | 6 | 2 | X | Foreign Large Growth |
| FCPAX | Fidelity Advisor Intl Capl App A | Owns companies we recommend for divestment | 4 | 0 | 6 | 2 | X | Foreign Large Growth |
| FGTAX | Fidelity Advisor Mega Cap Stock A | Owns companies we recommend for divestment | 4 | 6 | 11 | 9 | X | Large Blend |
| FGRCX | Fidelity Advisor Mega Cap Stock C | Owns companies we recommend for divestment | 4 | 6 | 11 | 9 | X | Large Blend |
| FTRIX | Fidelity Advisor Mega Cap Stock I | Owns companies we recommend for divestment | 4 | 6 | 11 | 9 | X | Large Blend |
| FTGRX | Fidelity Advisor Mega Cap Stock M | Owns companies we recommend for divestment | 4 | 6 | 11 | 9 | X | Large Blend |
| FZALX | Fidelity Advisor Mega Cap Stock Z | Owns companies we recommend for divestment | 4 | 6 | 11 | 9 | X | Large Blend |
| FMCNX | Fidelity Advisor Mid-Cap Stock C | Owns companies we recommend for divestment | 4 | 3 | 2 | 6 | X | Mid-Cap Blend |
| FDGFX | Fidelity Dividend Growth | Owns companies we recommend for divestment | 4 | 2 | 7 | 5 | X | Large Blend |
| FMCQX | Fidelity Advisor Mid-Cap Stock I | Owns companies we recommend for divestment | 4 | 3 | 2 | 6 | X | Mid-Cap Blend |
| FMCJX | Fidelity Advisor Mid-Cap Stock M | Owns companies we recommend for divestment | 4 | 3 | 2 | 6 | X | Mid-Cap Blend |
| FMCWX | Fidelity Advisor Mid-Cap Stock Z | Owns companies we recommend for divestment | 4 | 3 | 2 | 6 | X | Mid-Cap Blend |
| FAOFX | Fidelity Advisor Series Growth Opps | Owns companies we recommend for divestment | 4 | 5 | 9 | 7 | X | Large Growth |
| FTAEX | Fidelity Advisor Total Intl Equity A | Owns companies we recommend for divestment | 4 | 3 | 6 | 5 | X | Foreign Large Blend |
| FTCEX | Fidelity Advisor Total Intl Equity C | Owns companies we recommend for divestment | 4 | 3 | 6 | 5 | X | Foreign Large Blend |
| FTEIX | Fidelity Advisor Total Intl Equity I | Owns companies we recommend for divestment | 4 | 3 | 6 | 5 | X | Foreign Large Blend |
| FTTEX | Fidelity Advisor Total Intl Equity M | Owns companies we recommend for divestment | 4 | 3 | 6 | 5 | X | Foreign Large Blend |
| FIEZX | Fidelity Advisor Total Intl Equity Z | Owns companies we recommend for divestment | 4 | 3 | 6 | 5 | X | Foreign Large Blend |
| FDIVX | Fidelity Diversified International | Owns companies we recommend for divestment | 4 | 1 | 6 | 4 | X | Foreign Large Growth |
| FDIKX | Fidelity Diversified International K | Owns companies we recommend for divestment | 4 | 1 | 6 | 4 | X | Foreign Large Growth |
| FKIDX | Fidelity Diversified Intl K6 | Owns companies we recommend for divestment | 4 | 1 | 6 | 4 | X | Foreign Large Growth |
| FEIQX | Franklin Equity Income R6 | Owns companies we recommend for divestment | 4 | 3 | 6 | 4 | X | Large Value |
| INCE | Franklin Income Equity Focus ETF | Owns companies we recommend for divestment | 4 | 2 | 8 | 4 | X | Large Blend |
| FACGX | Fidelity Advisor Growth Opps C | Owns companies we recommend for divestment | 4 | 5 | 9 | 7 | X | Large Growth |
| GVEZX | GuideStone Funds Value Equity Investor | Owns companies we recommend for divestment | 4 | 5 | 9 | 8 | X | Large Value |
| GCLSX | Goldman Sachs Large Cp Val Insghts Svc | Owns companies we recommend for divestment | 4 | 6 | 10 | 7 | X | Large Value |
| GSSQX | Goldman Sachs US Equity Insights A | Owns companies we recommend for divestment | 4 | 7 | 9 | 8 | X | Large Blend |
| GSUSX | Goldman Sachs US Equity Insights C | Owns companies we recommend for divestment | 4 | 7 | 9 | 8 | X | Large Blend |
| GSELX | Goldman Sachs US Equity Insights Instl | Owns companies we recommend for divestment | 4 | 7 | 9 | 8 | X | Large Blend |
| GSUTX | Goldman Sachs US Equity Insights Inv | Owns companies we recommend for divestment | 4 | 7 | 9 | 8 | X | Large Blend |
| GSEPX | Goldman Sachs US Equity Insights P | Owns companies we recommend for divestment | 4 | 7 | 9 | 8 | X | Large Blend |
| GSURX | Goldman Sachs US Equity Insights R | Owns companies we recommend for divestment | 4 | 7 | 9 | 8 | X | Large Blend |
| GSEUX | Goldman Sachs US Equity Insights R6 | Owns companies we recommend for divestment | 4 | 7 | 9 | 8 | X | Large Blend |
| GSESX | Goldman Sachs US Equity Insights Svc | Owns companies we recommend for divestment | 4 | 7 | 9 | 8 | X | Large Blend |
| GMEYX | GuideStone Funds Impact Equity Instl | Owns companies we recommend for divestment | 4 | 8 | 10 | 8 | V | Global Large-Stock Growth |
| GMEZX | GuideStone Funds Impact Equity Inv | Owns companies we recommend for divestment | 4 | 8 | 10 | 8 | V | Global Large-Stock Growth |
| GVEYX | GuideStone Funds Value Equity Instl | Owns companies we recommend for divestment | 4 | 5 | 9 | 8 | X | Large Value |
| EBIT | Harbor AlphaEdge Small Cap Earners ETF | Owns companies we recommend for divestment | 4 | 5 | 2 | 4 | X | Small Value |
| GCVRX | Goldman Sachs Large Cp Val Insghts R | Owns companies we recommend for divestment | 4 | 6 | 10 | 7 | X | Large Value |
| HRIDX | Harbor Diversified Intl All Cp Admin | Owns companies we recommend for divestment | 4 | 2 | 7 | 2 | X | Foreign Large Blend |
| HAIDX | Harbor Diversified Intl All Cp Instl | Owns companies we recommend for divestment | 4 | 2 | 7 | 2 | X | Foreign Large Blend |
| HIIDX | Harbor Diversified Intl All Cp Inv | Owns companies we recommend for divestment | 4 | 2 | 7 | 2 | X | Foreign Large Blend |
| HNIDX | Harbor Diversified Intl All Cp Retire | Owns companies we recommend for divestment | 4 | 2 | 7 | 2 | X | Foreign Large Blend |
| HRINX | Harbor International Administrative | Owns companies we recommend for divestment | 4 | 1 | 7 | 2 | X | Foreign Large Blend |
| HAINX | Harbor International Institutional | Owns companies we recommend for divestment | 4 | 1 | 7 | 2 | X | Foreign Large Blend |
| HIINX | Harbor International Investor | Owns companies we recommend for divestment | 4 | 1 | 7 | 2 | X | Foreign Large Blend |
| HNINX | Harbor International Retirement | Owns companies we recommend for divestment | 4 | 1 | 7 | 2 | X | Foreign Large Blend |
| HRMVX | Harbor Mid Cap Value Admin | Owns companies we recommend for divestment | 4 | 8 | 5 | 5 | X | Mid-Cap Value |
| HAMVX | Harbor Mid Cap Value Instl | Owns companies we recommend for divestment | 4 | 8 | 5 | 5 | X | Mid-Cap Value |
| HIMVX | Harbor Mid Cap Value Investor | Owns companies we recommend for divestment | 4 | 8 | 5 | 5 | X | Mid-Cap Value |
| HNMVX | Harbor Mid Cap Value Retirement | Owns companies we recommend for divestment | 4 | 8 | 5 | 5 | X | Mid-Cap Value |
| GCVUX | Goldman Sachs Large Cp Val Insghts R6 | Owns companies we recommend for divestment | 4 | 6 | 10 | 7 | X | Large Value |
| GMXPX | Goldman Sachs Large Cp Val Insghts P | Owns companies we recommend for divestment | 4 | 6 | 10 | 7 | X | Large Value |
| FCENX | Franklin International Core Equity Adv | Owns companies we recommend for divestment | 4 | 3 | 9 | 3 | X | Foreign Large Blend |
| GTCIX | Glenmede Quant International Equity | Owns companies we recommend for divestment | 4 | 2 | 4 | 2 | X | Foreign Large Value |
| TDVI | FT Cboe Vest Tech Div Trgt Inc ETF | Owns companies we recommend for divestment | 4 | 2 | 4 | 8 | X | Derivative Income |
| GCAEX | Gabelli Equity Income A | Owns companies we recommend for divestment | 4 | 4 | 13 | 5 | X | Large Value |
| GABEX | Gabelli Equity Income AAA | Owns companies we recommend for divestment | 4 | 4 | 13 | 5 | X | Large Value |
| GEICX | Gabelli Equity Income C | Owns companies we recommend for divestment | 4 | 4 | 13 | 5 | X | Large Value |
| GCIEX | Gabelli Equity Income I | Owns companies we recommend for divestment | 4 | 4 | 13 | 5 | X | Large Value |
| PGEOX | George Putnam Balanced A | Owns companies we recommend for divestment | 4 | 7 | 10 | 9 | X | Moderate Allocation |
| PGPCX | George Putnam Balanced C | Owns companies we recommend for divestment | 4 | 7 | 10 | 9 | X | Moderate Allocation |
| PGEMX | George Putnam Balanced M | Owns companies we recommend for divestment | 4 | 7 | 10 | 9 | X | Moderate Allocation |
| PGPRX | George Putnam Balanced R | Owns companies we recommend for divestment | 4 | 7 | 10 | 9 | X | Moderate Allocation |
| PGELX | George Putnam Balanced R5 | Owns companies we recommend for divestment | 4 | 7 | 10 | 9 | X | Moderate Allocation |
| PGEJX | George Putnam Balanced R6 | Owns companies we recommend for divestment | 4 | 7 | 10 | 9 | X | Moderate Allocation |
| PGEYX | George Putnam Balanced Y | Owns companies we recommend for divestment | 4 | 7 | 10 | 9 | X | Moderate Allocation |
| QDIV | Global X S&P 500® Quality Dividend ETF | Owns companies we recommend for divestment | 4 | 3 | 6 | 2 | X | Large Value |
| GCVTX | Goldman Sachs Large Cp Val Insghts Inv | Owns companies we recommend for divestment | 4 | 6 | 10 | 7 | X | Large Value |
| GIEAX | GMO International Equity Allc III | Owns companies we recommend for divestment | 4 | 2 | 12 | 6 | X | Foreign Large Value |
| GSXMX | GMO International Equity Allocation R6 | Owns companies we recommend for divestment | 4 | 2 | 12 | 6 | X | Foreign Large Value |
| GIOTX | GMO Intl Developed Equity Allc III | Owns companies we recommend for divestment | 4 | 2 | 11 | 6 | X | Foreign Large Value |
| GAAWX | GMO Intl Developed Equity Allc R6 | Owns companies we recommend for divestment | 4 | 2 | 11 | 6 | X | Foreign Large Value |
| GIDAX | Goldman Sachs Intl Eq Div & Prem A | Owns companies we recommend for divestment | 4 | 2 | 15 | 5 | X | Foreign Large Blend |
| GIDCX | Goldman Sachs Intl Eq Div & Prem C | Owns companies we recommend for divestment | 4 | 2 | 15 | 5 | X | Foreign Large Blend |
| GIDHX | Goldman Sachs Intl Eq Div & Prem Instl | Owns companies we recommend for divestment | 4 | 2 | 15 | 5 | X | Foreign Large Blend |
| GIRVX | Goldman Sachs Intl Eq Div & Prem Inv | Owns companies we recommend for divestment | 4 | 2 | 15 | 5 | X | Foreign Large Blend |
| GGHPX | Goldman Sachs Intl Eq Div & Prem P | Owns companies we recommend for divestment | 4 | 2 | 15 | 5 | X | Foreign Large Blend |
| GIDUX | Goldman Sachs Intl Eq Div & Prem R6 | Owns companies we recommend for divestment | 4 | 2 | 15 | 5 | X | Foreign Large Blend |
| GCVAX | Goldman Sachs Large Cp Val Insghts A | Owns companies we recommend for divestment | 4 | 6 | 10 | 7 | X | Large Value |
| GCVCX | Goldman Sachs Large Cp Val Insghts C | Owns companies we recommend for divestment | 4 | 6 | 10 | 7 | X | Large Value |
| GCVIX | Goldman Sachs Large Cp Val Insghts Instl | Owns companies we recommend for divestment | 4 | 6 | 10 | 7 | X | Large Value |
| FAGCX | Fidelity Advisor Growth Opps I | Owns companies we recommend for divestment | 4 | 5 | 9 | 7 | X | Large Growth |
| FAGAX | Fidelity Advisor Growth Opps A | Owns companies we recommend for divestment | 4 | 5 | 9 | 7 | X | Large Growth |
| HQICX | Hartford Equity Income C | Owns companies we recommend for divestment | 4 | 3 | 6 | 4 | X | Large Value |
| RDCEX | Columbia Disciplined Core C | Owns companies we recommend for divestment | 4 | 6 | 9 | 6 | X | Large Blend |
| UMBMX | Carillon Scout Mid Cap I | Owns companies we recommend for divestment | 4 | 2 | 2 | 5 | X | Mid-Cap Blend |
| CSMUX | Carillon Scout Mid Cap R-6 | Owns companies we recommend for divestment | 4 | 2 | 2 | 5 | X | Mid-Cap Blend |
| CPEAX | Catalyst Dynamic Alpha A | Owns companies we recommend for divestment | 4 | 5 | 3 | 6 | X | Large Blend |
| CPECX | Catalyst Dynamic Alpha C | Owns companies we recommend for divestment | 4 | 5 | 3 | 6 | X | Large Blend |
| CPEIX | Catalyst Dynamic Alpha I | Owns companies we recommend for divestment | 4 | 5 | 3 | 6 | X | Large Blend |
| LCLIX | ClearBridge Large Cap Value 1 | Owns companies we recommend for divestment | 4 | 4 | 6 | 7 | X | Large Value |
| SINAX | ClearBridge Large Cap Value A | Owns companies we recommend for divestment | 4 | 4 | 6 | 7 | X | Large Value |
| SINOX | ClearBridge Large Cap Value C | Owns companies we recommend for divestment | 4 | 4 | 6 | 7 | X | Large Value |
| SAIFX | ClearBridge Large Cap Value I | Owns companies we recommend for divestment | 4 | 4 | 6 | 7 | X | Large Value |
| LMLSX | ClearBridge Large Cap Value IS | Owns companies we recommend for divestment | 4 | 4 | 6 | 7 | X | Large Value |
| LCBVX | ClearBridge Large Cap Value R | Owns companies we recommend for divestment | 4 | 4 | 6 | 7 | X | Large Value |
| AQEAX | Columbia Disciplined Core A | Owns companies we recommend for divestment | 4 | 6 | 9 | 6 | X | Large Blend |
| CCRZX | Columbia Disciplined Core Inst | Owns companies we recommend for divestment | 4 | 6 | 9 | 6 | X | Large Blend |
| CSMEX | Carillon Scout Mid Cap A | Owns companies we recommend for divestment | 4 | 2 | 2 | 5 | X | Mid-Cap Blend |
| RSIPX | Columbia Disciplined Core Inst2 | Owns companies we recommend for divestment | 4 | 6 | 9 | 6 | X | Large Blend |
| CCQYX | Columbia Disciplined Core Inst3 | Owns companies we recommend for divestment | 4 | 6 | 9 | 6 | X | Large Blend |
| RLCAX | Columbia Disciplined Value A | Owns companies we recommend for divestment | 4 | 4 | 8 | 3 | X | Large Value |
| RDCCX | Columbia Disciplined Value C | Owns companies we recommend for divestment | 4 | 4 | 8 | 3 | X | Large Value |
| CVQZX | Columbia Disciplined Value Inst | Owns companies we recommend for divestment | 4 | 4 | 8 | 3 | X | Large Value |
| NTIAX | Columbia Mid Cap Index A | Owns companies we recommend for divestment | 4 | 8 | 6 | 10 | X | Mid-Cap Blend |
| NMPAX | Columbia Mid Cap Index Inst | Owns companies we recommend for divestment | 4 | 8 | 6 | 10 | X | Mid-Cap Blend |
| CPXRX | Columbia Mid Cap Index Inst2 | Owns companies we recommend for divestment | 4 | 8 | 6 | 10 | X | Mid-Cap Blend |
| CMDYX | Columbia Mid Cap Index Inst3 | Owns companies we recommend for divestment | 4 | 8 | 6 | 10 | X | Mid-Cap Blend |
| SLVAX | Columbia Select Large Cap Value A | Owns companies we recommend for divestment | 4 | 0 | 6 | 2 | X | Large Value |
| SVLCX | Columbia Select Large Cap Value C | Owns companies we recommend for divestment | 4 | 0 | 6 | 2 | X | Large Value |
| CSVZX | Columbia Select Large Cap Value Inst | Owns companies we recommend for divestment | 4 | 0 | 6 | 2 | X | Large Value |
| CSMFX | Carillon Scout Mid Cap C | Owns companies we recommend for divestment | 4 | 2 | 2 | 5 | X | Mid-Cap Blend |
| CGIC | Capital Group International Cor Eq ETF | Owns companies we recommend for divestment | 4 | 2 | 7 | 5 | X | Foreign Large Blend |
| CSRYX | Columbia Select Large Cap Value Inst3 | Owns companies we recommend for divestment | 4 | 0 | 6 | 2 | X | Large Value |
| DQIYX | BNY Mellon Equity Income Fund Y | Owns companies we recommend for divestment | 4 | 6 | 11 | 9 | X | Large Value |
| MABAX | BlackRock Large Cap Focus Value Instl | Owns companies we recommend for divestment | 4 | 2 | 5 | 4 | X | Large Value |
| MDBAX | BlackRock Large Cap Focus Value Inv A | Owns companies we recommend for divestment | 4 | 2 | 5 | 4 | X | Large Value |
| MCBAX | BlackRock Large Cap Focus Value Inv C | Owns companies we recommend for divestment | 4 | 2 | 5 | 4 | X | Large Value |
| MBVKX | BlackRock Large Cap Focus Value K | Owns companies we recommend for divestment | 4 | 2 | 5 | 4 | X | Large Value |
| MRBVX | BlackRock Large Cap Focus Value R | Owns companies we recommend for divestment | 4 | 2 | 5 | 4 | X | Large Value |
| DNLDX | BNY Mellon Active MidCap A | Owns companies we recommend for divestment | 4 | 3 | 3 | 4 | X | Mid-Cap Blend |
| DNLCX | BNY Mellon Active MidCap C | Owns companies we recommend for divestment | 4 | 3 | 3 | 4 | X | Mid-Cap Blend |
| DNLRX | BNY Mellon Active MidCap I | Owns companies we recommend for divestment | 4 | 3 | 3 | 4 | X | Mid-Cap Blend |
| DNLYX | BNY Mellon Active MidCap Y | Owns companies we recommend for divestment | 4 | 3 | 3 | 4 | X | Mid-Cap Blend |
| DQIAX | BNY Mellon Equity Income Fund A | Owns companies we recommend for divestment | 4 | 6 | 11 | 9 | X | Large Value |
| DQICX | BNY Mellon Equity Income Fund C | Owns companies we recommend for divestment | 4 | 6 | 11 | 9 | X | Large Value |
| DQIRX | BNY Mellon Equity Income Fund I | Owns companies we recommend for divestment | 4 | 6 | 11 | 9 | X | Large Value |
| DMIDX | BNY Mellon MidCap Index I | Owns companies we recommend for divestment | 4 | 8 | 6 | 10 | X | Mid-Cap Blend |
| CGDV | Capital Group Dividend Value ETF | Owns companies we recommend for divestment | 4 | 3 | 8 | 6 | X | Large Value |
| PESPX | BNY Mellon MidCap Index Inv | Owns companies we recommend for divestment | 4 | 8 | 6 | 10 | X | Mid-Cap Blend |
| DISIX | BNY Mellon Small Cap Stock Index I | Owns companies we recommend for divestment | 4 | 5 | 6 | 6 | X | Small Blend |
| DISSX | BNY Mellon Small Cap Stock Index Inv | Owns companies we recommend for divestment | 4 | 5 | 6 | 6 | X | Small Blend |
| BPAIX | Boston Partners All Cap Value Instl | Owns companies we recommend for divestment | 4 | 2 | 8 | 5 | X | Large Value |
| BPAVX | Boston Partners All Cap Value Inv | Owns companies we recommend for divestment | 4 | 2 | 8 | 5 | X | Large Value |
| BRAGX | Bridgeway Aggressive Investors 1 | Owns companies we recommend for divestment | 4 | 7 | 9 | 8 | X | Large Blend |
| BAHAX | Brown Advisory WMC Strat Eurp Eq Adv | Owns companies we recommend for divestment | 4 | 1 | 4 | 2 | X | Europe Stock |
| BAFHX | Brown Advisory WMC Strat Eurp Eq Instl | Owns companies we recommend for divestment | 4 | 1 | 4 | 2 | X | Europe Stock |
| BIAHX | Brown Advisory WMC Strat Eurp Eq Inv | Owns companies we recommend for divestment | 4 | 1 | 4 | 2 | X | Europe Stock |
| BUFEX | Buffalo Blue Chip Growth | Owns companies we recommend for divestment | 4 | 5 | 6 | 7 | X | Large Growth |
| BUIEX | Buffalo Blue Chip Growth Instl Cl | Owns companies we recommend for divestment | 4 | 5 | 6 | 7 | X | Large Growth |
| CVSE | Calvert US Select Equity ETF | Owns companies we recommend for divestment | 4 | 6 | 7 | 8 | V | Large Blend |
| CGDG | Capital Group Dividend Growers ETF | Owns companies we recommend for divestment | 4 | 1 | 5 | 5 | X | Global Large-Stock Blend |
| SLVIX | Columbia Select Large Cap Value Inst2 | Owns companies we recommend for divestment | 4 | 0 | 6 | 2 | X | Large Value |
| SLVRX | Columbia Select Large Cap Value R | Owns companies we recommend for divestment | 4 | 0 | 6 | 2 | X | Large Value |
| FZADX | Fidelity Advisor Dividend Growth Z | Owns companies we recommend for divestment | 4 | 2 | 7 | 5 | X | Large Blend |
| FADCX | Fidelity Advisor Diversified Intl C | Owns companies we recommend for divestment | 4 | 1 | 6 | 4 | X | Foreign Large Growth |
| MXNSX | Empower S&P SmallCap 600® Index L | Owns companies we recommend for divestment | 4 | 5 | 6 | 6 | X | Small Blend |
| EHLS | Even Herd Long Short ETF | Owns companies we recommend for divestment | 4 | 3 | 3 | 5 | X | Long-Short Equity |
| FSTRX | Federated Hermes MDT Large Cap Value A | Owns companies we recommend for divestment | 4 | 6 | 7 | 1 | X | Large Value |
| QCLVX | Federated Hermes MDT Large Cap Value C | Owns companies we recommend for divestment | 4 | 6 | 7 | 1 | X | Large Value |
| FMSTX | Federated Hermes MDT Large Cap Value IS | Owns companies we recommend for divestment | 4 | 6 | 7 | 1 | X | Large Value |
| QRLVX | Federated Hermes MDT Large Cap Value R | Owns companies we recommend for divestment | 4 | 6 | 7 | 1 | X | Large Value |
| FSTLX | Federated Hermes MDT Large Cap Value R6 | Owns companies we recommend for divestment | 4 | 6 | 7 | 1 | X | Large Value |
| FSTKX | Federated Hermes MDT Large Cap Value Svc | Owns companies we recommend for divestment | 4 | 6 | 7 | 1 | X | Large Value |
| FMCRX | Federated Hermes Mid-Cap Index IS | Owns companies we recommend for divestment | 4 | 8 | 6 | 10 | X | Mid-Cap Blend |
| FMCLX | Federated Hermes Mid-Cap Index R6 | Owns companies we recommend for divestment | 4 | 8 | 6 | 10 | X | Mid-Cap Blend |
| FMDCX | Federated Hermes Mid-Cap Index Svc | Owns companies we recommend for divestment | 4 | 8 | 6 | 10 | X | Mid-Cap Blend |
| FDVAX | Fidelity Advisor Diversified Intl A | Owns companies we recommend for divestment | 4 | 1 | 6 | 4 | X | Foreign Large Growth |
| FDVIX | Fidelity Advisor Diversified Intl I | Owns companies we recommend for divestment | 4 | 1 | 6 | 4 | X | Foreign Large Growth |
| MXERX | Empower S&P SmallCap 600® Index Instl | Owns companies we recommend for divestment | 4 | 5 | 6 | 6 | X | Small Blend |
| FADIX | Fidelity Advisor Diversified Intl M | Owns companies we recommend for divestment | 4 | 1 | 6 | 4 | X | Foreign Large Growth |
| FZABX | Fidelity Advisor Diversified Intl Z | Owns companies we recommend for divestment | 4 | 1 | 6 | 4 | X | Foreign Large Growth |
| FDTOX | Fidelity Advisor Diversified Stock A | Owns companies we recommend for divestment | 4 | 9 | 11 | 12 | X | Large Blend |
| FDTCX | Fidelity Advisor Diversified Stock C | Owns companies we recommend for divestment | 4 | 9 | 11 | 12 | X | Large Blend |
| FDTIX | Fidelity Advisor Diversified Stock I | Owns companies we recommend for divestment | 4 | 9 | 11 | 12 | X | Large Blend |
| FDTEX | Fidelity Advisor Diversified Stock M | Owns companies we recommend for divestment | 4 | 9 | 11 | 12 | X | Large Blend |
| FDESX | Fidelity Advisor Diversified Stock O | Owns companies we recommend for divestment | 4 | 9 | 11 | 12 | X | Large Blend |
| FZACX | Fidelity Advisor Diversified Stock Z | Owns companies we recommend for divestment | 4 | 9 | 11 | 12 | X | Large Blend |
| FADAX | Fidelity Advisor Dividend Growth A | Owns companies we recommend for divestment | 4 | 2 | 7 | 5 | X | Large Blend |
| FDGCX | Fidelity Advisor Dividend Growth C | Owns companies we recommend for divestment | 4 | 2 | 7 | 5 | X | Large Blend |
| FDGIX | Fidelity Advisor Dividend Growth I | Owns companies we recommend for divestment | 4 | 2 | 7 | 5 | X | Large Blend |
| FDGTX | Fidelity Advisor Dividend Growth M | Owns companies we recommend for divestment | 4 | 2 | 7 | 5 | X | Large Blend |
| MXISX | Empower S&P SmallCap 600® Index Inv | Owns companies we recommend for divestment | 4 | 5 | 6 | 6 | X | Small Blend |
| MXBUX | Empower S&P Mid Cap 400® Index L | Owns companies we recommend for divestment | 4 | 8 | 6 | 10 | X | Mid-Cap Blend |
| CSVGX | Columbia Select Large Cap Value S | Owns companies we recommend for divestment | 4 | 0 | 6 | 2 | X | Large Value |
| DDVCX | Delaware Value® C | Owns companies we recommend for divestment | 4 | 1 | 5 | 3 | X | Large Value |
| NMSAX | Columbia Small Cap Index A | Owns companies we recommend for divestment | 4 | 5 | 6 | 6 | X | Small Blend |
| NMSCX | Columbia Small Cap Index Inst | Owns companies we recommend for divestment | 4 | 5 | 6 | 6 | X | Small Blend |
| CXXRX | Columbia Small Cap Index Inst2 | Owns companies we recommend for divestment | 4 | 5 | 6 | 6 | X | Small Blend |
| CSPYX | Columbia Small Cap Index Inst3 | Owns companies we recommend for divestment | 4 | 5 | 6 | 6 | X | Small Blend |
| CFSLX | Column Small Cap | Owns companies we recommend for divestment | 4 | 8 | 4 | 9 | X | Small Blend |
| CFVLX | Commerce Value | Owns companies we recommend for divestment | 4 | 4 | 5 | 3 | X | Large Value |
| CNGLX | Commonwealth Global | Owns companies we recommend for divestment | 4 | 3 | 6 | 4 | X | Global Large-Stock Blend |
| CPAI | Counterpoint Quantitative Equity ETF | Owns companies we recommend for divestment | 4 | 4 | 4 | 6 | X | Mid-Cap Blend |
| CVLFX | Cullen Value C | Owns companies we recommend for divestment | 4 | 1 | 6 | 2 | X | Large Value |
| CVLVX | Cullen Value I | Owns companies we recommend for divestment | 4 | 1 | 6 | 2 | X | Large Value |
| CVLEX | Cullen Value Retail | Owns companies we recommend for divestment | 4 | 1 | 6 | 2 | X | Large Value |
| DDVAX | Delaware Value® A | Owns companies we recommend for divestment | 4 | 1 | 5 | 3 | X | Large Value |
| DDVIX | Delaware Value® Inst | Owns companies we recommend for divestment | 4 | 1 | 5 | 3 | X | Large Value |
| MXMDX | Empower S&P Mid Cap 400® Index Inv | Owns companies we recommend for divestment | 4 | 8 | 6 | 10 | X | Mid-Cap Blend |
| DDVRX | Delaware Value® R | Owns companies we recommend for divestment | 4 | 1 | 5 | 3 | X | Large Value |
| DDZRX | Delaware Value® R6 | Owns companies we recommend for divestment | 4 | 1 | 5 | 3 | X | Large Value |
| MIDU | Direxion Daily Mid Cap Bull 3X ETF | Owns companies we recommend for divestment | 4 | 8 | 6 | 10 | X | Trading--Leveraged Equity |
| DSTL | Distillate US Fdmtl Stblty & Val ETF | Owns companies we recommend for divestment | 4 | 2 | 8 | 5 | X | Large Value |
| DMAGX | Driehaus Global Fund | Owns companies we recommend for divestment | 4 | 5 | 9 | 9 | X | Global Large-Stock Blend |
| DALVX | Dunham Large Cap Value A | Owns companies we recommend for divestment | 4 | 6 | 10 | 7 | X | Large Value |
| DCLVX | Dunham Large Cap Value C | Owns companies we recommend for divestment | 4 | 6 | 10 | 7 | X | Large Value |
| DNLVX | Dunham Large Cap Value N | Owns companies we recommend for divestment | 4 | 6 | 10 | 7 | X | Large Value |
| DCUAX | DWS CROCI US A | Owns companies we recommend for divestment | 4 | 2 | 7 | 4 | X | Large Value |
| DCUCX | DWS CROCI US C | Owns companies we recommend for divestment | 4 | 2 | 7 | 4 | X | Large Value |
| DCUIX | DWS CROCI US Inst | Owns companies we recommend for divestment | 4 | 2 | 7 | 4 | X | Large Value |
| DCUSX | DWS CROCI US S | Owns companies we recommend for divestment | 4 | 2 | 7 | 4 | X | Large Value |
| MXNZX | Empower S&P Mid Cap 400® Index Instl | Owns companies we recommend for divestment | 4 | 8 | 6 | 10 | X | Mid-Cap Blend |
| HQIAX | Hartford Equity Income A | Owns companies we recommend for divestment | 4 | 3 | 6 | 4 | X | Large Value |
| HQIFX | Hartford Equity Income F | Owns companies we recommend for divestment | 4 | 3 | 6 | 4 | X | Large Value |
| MLRKX | BlackRock Advantage Large Cap Core K | Owns companies we recommend for divestment | 4 | 9 | 10 | 8 | X | Large Blend |
| GLNNX | MFS Global New Discovery R6 | Owns companies we recommend for divestment | 4 | 2 | 0 | 3 | X | Global Small/Mid Stock |
| BRXSX | MFS Blended Research Intl Eq R2 | Owns companies we recommend for divestment | 4 | 2 | 4 | 1 | X | Foreign Large Blend |
| BRXTX | MFS Blended Research Intl Eq R3 | Owns companies we recommend for divestment | 4 | 2 | 4 | 1 | X | Foreign Large Blend |
| BRXUX | MFS Blended Research Intl Eq R4 | Owns companies we recommend for divestment | 4 | 2 | 4 | 1 | X | Foreign Large Blend |
| BRXVX | MFS Blended Research Intl Eq R6 | Owns companies we recommend for divestment | 4 | 2 | 4 | 1 | X | Foreign Large Blend |
| GLNAX | MFS Global New Discovery A | Owns companies we recommend for divestment | 4 | 2 | 0 | 3 | X | Global Small/Mid Stock |
| GLNBX | MFS Global New Discovery B | Owns companies we recommend for divestment | 4 | 2 | 0 | 3 | X | Global Small/Mid Stock |
| GLNCX | MFS Global New Discovery C | Owns companies we recommend for divestment | 4 | 2 | 0 | 3 | X | Global Small/Mid Stock |
| GLNIX | MFS Global New Discovery I | Owns companies we recommend for divestment | 4 | 2 | 0 | 3 | X | Global Small/Mid Stock |
| GLNJX | MFS Global New Discovery R1 | Owns companies we recommend for divestment | 4 | 2 | 0 | 3 | X | Global Small/Mid Stock |
| GLNKX | MFS Global New Discovery R2 | Owns companies we recommend for divestment | 4 | 2 | 0 | 3 | X | Global Small/Mid Stock |
| GLNLX | MFS Global New Discovery R3 | Owns companies we recommend for divestment | 4 | 2 | 0 | 3 | X | Global Small/Mid Stock |
| GLNMX | MFS Global New Discovery R4 | Owns companies we recommend for divestment | 4 | 2 | 0 | 3 | X | Global Small/Mid Stock |
| MDIDX | MFS Intl Diversification A | Owns companies we recommend for divestment | 4 | 4 | 4 | 3 | X | Foreign Large Blend |
| BRXIX | MFS Blended Research Intl Eq I | Owns companies we recommend for divestment | 4 | 2 | 4 | 1 | X | Foreign Large Blend |
| MDIFX | MFS Intl Diversification B | Owns companies we recommend for divestment | 4 | 4 | 4 | 3 | X | Foreign Large Blend |
| MDIGX | MFS Intl Diversification C | Owns companies we recommend for divestment | 4 | 4 | 4 | 3 | X | Foreign Large Blend |
| MDIJX | MFS Intl Diversification I | Owns companies we recommend for divestment | 4 | 4 | 4 | 3 | X | Foreign Large Blend |
| MDIOX | MFS Intl Diversification R1 | Owns companies we recommend for divestment | 4 | 4 | 4 | 3 | X | Foreign Large Blend |
| MDIKX | MFS Intl Diversification R2 | Owns companies we recommend for divestment | 4 | 4 | 4 | 3 | X | Foreign Large Blend |
| MDIHX | MFS Intl Diversification R3 | Owns companies we recommend for divestment | 4 | 4 | 4 | 3 | X | Foreign Large Blend |
| MDITX | MFS Intl Diversification R4 | Owns companies we recommend for divestment | 4 | 4 | 4 | 3 | X | Foreign Large Blend |
| MDIZX | MFS Intl Diversification R6 | Owns companies we recommend for divestment | 4 | 4 | 4 | 3 | X | Foreign Large Blend |
| MVGAX | MFS Low Volatility Global Equity A | Owns companies we recommend for divestment | 4 | 5 | 4 | 6 | X | Global Large-Stock Blend |
| MVGBX | MFS Low Volatility Global Equity B | Owns companies we recommend for divestment | 4 | 5 | 4 | 6 | X | Global Large-Stock Blend |
| MVGCX | MFS Low Volatility Global Equity C | Owns companies we recommend for divestment | 4 | 5 | 4 | 6 | X | Global Large-Stock Blend |
| MVGIX | MFS Low Volatility Global Equity I | Owns companies we recommend for divestment | 4 | 5 | 4 | 6 | X | Global Large-Stock Blend |
| BRXRX | MFS Blended Research Intl Eq R1 | Owns companies we recommend for divestment | 4 | 2 | 4 | 1 | X | Foreign Large Blend |
| BRXCX | MFS Blended Research Intl Eq C | Owns companies we recommend for divestment | 4 | 2 | 4 | 1 | X | Foreign Large Blend |
| MVGKX | MFS Low Volatility Global Equity R2 | Owns companies we recommend for divestment | 4 | 5 | 4 | 6 | X | Global Large-Stock Blend |
| VGIIX | JPMorgan US Value I | Owns companies we recommend for divestment | 4 | 4 | 9 | 8 | X | Large Value |
| OIEQX | JPMorgan Equity Income R4 | Owns companies we recommend for divestment | 4 | 4 | 6 | 7 | X | Large Value |
| OIERX | JPMorgan Equity Income R5 | Owns companies we recommend for divestment | 4 | 4 | 6 | 7 | X | Large Value |
| OIEJX | JPMorgan Equity Income R6 | Owns companies we recommend for divestment | 4 | 4 | 6 | 7 | X | Large Value |
| JIHAX | JPMorgan International Hedged Equity A | Owns companies we recommend for divestment | 4 | 2 | 9 | 5 | X | Equity Hedged |
| JIHCX | JPMorgan International Hedged Equity C | Owns companies we recommend for divestment | 4 | 2 | 9 | 5 | X | Equity Hedged |
| JIHIX | JPMorgan International Hedged Equity I | Owns companies we recommend for divestment | 4 | 2 | 9 | 5 | X | Equity Hedged |
| JIHYX | JPMorgan International Hedged Equity R5 | Owns companies we recommend for divestment | 4 | 2 | 9 | 5 | X | Equity Hedged |
| JIHRX | JPMorgan International Hedged Equity R6 | Owns companies we recommend for divestment | 4 | 2 | 9 | 5 | X | Equity Hedged |
| JIRE | JPMorgan International Rsrch Enh Eq ETF | Owns companies we recommend for divestment | 4 | 2 | 9 | 5 | X | Foreign Large Blend |
| JIVE | JPMorgan International Value ETF | Owns companies we recommend for divestment | 4 | 4 | 6 | 1 | X | Foreign Large Value |
| VGRIX | JPMorgan US Value A | Owns companies we recommend for divestment | 4 | 4 | 9 | 8 | X | Large Value |
| VGICX | JPMorgan US Value C | Owns companies we recommend for divestment | 4 | 4 | 9 | 8 | X | Large Value |
| VGRTX | JPMorgan US Value R2 | Owns companies we recommend for divestment | 4 | 4 | 9 | 8 | X | Large Value |
| BRXBX | MFS Blended Research Intl Eq B | Owns companies we recommend for divestment | 4 | 2 | 4 | 1 | X | Foreign Large Blend |
| JGAVX | JPMorgan US Value R3 | Owns companies we recommend for divestment | 4 | 4 | 9 | 8 | X | Large Value |
| JGRUX | JPMorgan US Value R4 | Owns companies we recommend for divestment | 4 | 4 | 9 | 8 | X | Large Value |
| VGIFX | JPMorgan US Value R5 | Owns companies we recommend for divestment | 4 | 4 | 9 | 8 | X | Large Value |
| VGINX | JPMorgan US Value R6 | Owns companies we recommend for divestment | 4 | 4 | 9 | 8 | X | Large Value |
| IEAIX | Lazard International Equity Advtg Instl | Owns companies we recommend for divestment | 4 | 3 | 8 | 3 | X | Foreign Large Blend |
| IEAOX | Lazard International Equity Advtg Open | Owns companies we recommend for divestment | 4 | 3 | 8 | 3 | X | Foreign Large Blend |
| LSVFX | LSV Global Managed Volatility Instl | Owns companies we recommend for divestment | 4 | 5 | 9 | 5 | X | Global Large-Stock Value |
| LVAFX | LSV Global Managed Volatility Investor | Owns companies we recommend for divestment | 4 | 5 | 9 | 5 | X | Global Large-Stock Value |
| SRUAX | Meeder Spectrum Adviser | Owns companies we recommend for divestment | 4 | 12 | 10 | 11 | X | Long-Short Equity |
| SRUIX | Meeder Spectrum Institutional | Owns companies we recommend for divestment | 4 | 12 | 10 | 11 | X | Long-Short Equity |
| FLSPX | Meeder Spectrum Retail | Owns companies we recommend for divestment | 4 | 12 | 10 | 11 | X | Long-Short Equity |
| BRXAX | MFS Blended Research Intl Eq A | Owns companies we recommend for divestment | 4 | 2 | 4 | 1 | X | Foreign Large Blend |
| MVGJX | MFS Low Volatility Global Equity R1 | Owns companies we recommend for divestment | 4 | 5 | 4 | 6 | X | Global Large-Stock Blend |
| MVGLX | MFS Low Volatility Global Equity R3 | Owns companies we recommend for divestment | 4 | 5 | 4 | 6 | X | Global Large-Stock Blend |
| OIEFX | JPMorgan Equity Income R2 | Owns companies we recommend for divestment | 4 | 4 | 6 | 7 | X | Large Value |
| NBPBX | Neuberger Berman Large Cap Value Adv | Owns companies we recommend for divestment | 4 | 6 | 9 | 6 | X | Large Value |
| SEGIX | NAA Large Cap Value C | Owns companies we recommend for divestment | 4 | 7 | 5 | 8 | X | Large Value |
| GILCX | NAA Large Cap Value Institutional | Owns companies we recommend for divestment | 4 | 7 | 5 | 8 | X | Large Value |
| SEGPX | NAA Large Cap Value P | Owns companies we recommend for divestment | 4 | 7 | 5 | 8 | X | Large Value |
| NWFAX | Nationwide A | Owns companies we recommend for divestment | 4 | 5 | 9 | 9 | X | Large Blend |
| MUIFX | Nationwide Institutional Service | Owns companies we recommend for divestment | 4 | 5 | 9 | 9 | X | Large Blend |
| GMXAX | Nationwide Mid Cap Market Idx A | Owns companies we recommend for divestment | 4 | 8 | 6 | 10 | X | Mid-Cap Blend |
| NWXQX | Nationwide Mid Cap Market Idx Instl Svc | Owns companies we recommend for divestment | 4 | 8 | 6 | 10 | X | Mid-Cap Blend |
| GMXRX | Nationwide Mid Cap Market Idx R | Owns companies we recommend for divestment | 4 | 8 | 6 | 10 | X | Mid-Cap Blend |
| GMXIX | Nationwide Mid Cap Market Idx R6 | Owns companies we recommend for divestment | 4 | 8 | 6 | 10 | X | Mid-Cap Blend |
| GNWRX | Nationwide R | Owns companies we recommend for divestment | 4 | 5 | 9 | 9 | X | Large Blend |
| NWABX | Nationwide R6 | Owns companies we recommend for divestment | 4 | 5 | 9 | 9 | X | Large Blend |
| NPNAX | Neuberger Berman Large Cap Value A | Owns companies we recommend for divestment | 4 | 6 | 9 | 6 | X | Large Value |
| NPNCX | Neuberger Berman Large Cap Value C | Owns companies we recommend for divestment | 4 | 6 | 9 | 6 | X | Large Value |
| TVFRX | NAA Allocation Fund P | Owns companies we recommend for divestment | 4 | 8 | 8 | 8 | X | Large Growth |
| NPNEX | Neuberger Berman Large Cap Value E | Owns companies we recommend for divestment | 4 | 6 | 9 | 6 | X | Large Value |
| NBPIX | Neuberger Berman Large Cap Value Instl | Owns companies we recommend for divestment | 4 | 6 | 9 | 6 | X | Large Value |
| NPRTX | Neuberger Berman Large Cap Value Inv | Owns companies we recommend for divestment | 4 | 6 | 9 | 6 | X | Large Value |
| NPNRX | Neuberger Berman Large Cap Value R3 | Owns companies we recommend for divestment | 4 | 6 | 9 | 6 | X | Large Value |
| NRLCX | Neuberger Berman Large Cap Value R6 | Owns companies we recommend for divestment | 4 | 6 | 9 | 6 | X | Large Value |
| NBPTX | Neuberger Berman Large Cap Value Tr | Owns companies we recommend for divestment | 4 | 6 | 9 | 6 | X | Large Value |
| NOMIX | Northern Mid Cap Index | Owns companies we recommend for divestment | 4 | 8 | 6 | 10 | X | Mid-Cap Blend |
| NSGRX | Northern Small Cap Core I | Owns companies we recommend for divestment | 4 | 8 | 8 | 7 | X | Small Blend |
| NSCKX | Northern Small Cap Core K | Owns companies we recommend for divestment | 4 | 8 | 8 | 7 | X | Small Blend |
| NQGAX | Nuveen Global Equity Income A | Owns companies we recommend for divestment | 4 | 3 | 6 | 4 | X | Global Large-Stock Value |
| NQGCX | Nuveen Global Equity Income C | Owns companies we recommend for divestment | 4 | 3 | 6 | 4 | X | Global Large-Stock Value |
| NQGIX | Nuveen Global Equity Income I | Owns companies we recommend for divestment | 4 | 3 | 6 | 4 | X | Global Large-Stock Value |
| SECIX | NAA Large Cap Value A | Owns companies we recommend for divestment | 4 | 7 | 5 | 8 | X | Large Value |
| TVRIX | NAA Allocation Fund Institutional | Owns companies we recommend for divestment | 4 | 8 | 8 | 8 | X | Large Growth |
| MVGMX | MFS Low Volatility Global Equity R4 | Owns companies we recommend for divestment | 4 | 5 | 4 | 6 | X | Global Large-Stock Blend |
| MTRCX | MFS Total Return C | Owns companies we recommend for divestment | 4 | 4 | 7 | 5 | X | Moderate Allocation |
| MVGNX | MFS Low Volatility Global Equity R6 | Owns companies we recommend for divestment | 4 | 5 | 4 | 6 | X | Global Large-Stock Blend |
| MFRFX | MFS Research A | Owns companies we recommend for divestment | 4 | 2 | 9 | 9 | X | Large Blend |
| MFRBX | MFS Research B | Owns companies we recommend for divestment | 4 | 2 | 9 | 9 | X | Large Blend |
| MFRCX | MFS Research C | Owns companies we recommend for divestment | 4 | 2 | 9 | 9 | X | Large Blend |
| MRFIX | MFS Research I | Owns companies we recommend for divestment | 4 | 2 | 9 | 9 | X | Large Blend |
| MFRLX | MFS Research R1 | Owns companies we recommend for divestment | 4 | 2 | 9 | 9 | X | Large Blend |
| MSRRX | MFS Research R2 | Owns companies we recommend for divestment | 4 | 2 | 9 | 9 | X | Large Blend |
| MFRHX | MFS Research R3 | Owns companies we recommend for divestment | 4 | 2 | 9 | 9 | X | Large Blend |
| MFRJX | MFS Research R4 | Owns companies we recommend for divestment | 4 | 2 | 9 | 9 | X | Large Blend |
| MFRKX | MFS Research R6 | Owns companies we recommend for divestment | 4 | 2 | 9 | 9 | X | Large Blend |
| MSFRX | MFS Total Return A | Owns companies we recommend for divestment | 4 | 4 | 7 | 5 | X | Moderate Allocation |
| MTRBX | MFS Total Return B | Owns companies we recommend for divestment | 4 | 4 | 7 | 5 | X | Moderate Allocation |
| MTRIX | MFS Total Return I | Owns companies we recommend for divestment | 4 | 4 | 7 | 5 | X | Moderate Allocation |
| TVRCX | NAA Allocation Fund C | Owns companies we recommend for divestment | 4 | 8 | 8 | 8 | X | Large Growth |
| MSFFX | MFS Total Return R1 | Owns companies we recommend for divestment | 4 | 4 | 7 | 5 | X | Moderate Allocation |
| MTRRX | MFS Total Return R2 | Owns companies we recommend for divestment | 4 | 4 | 7 | 5 | X | Moderate Allocation |
| MSFHX | MFS Total Return R3 | Owns companies we recommend for divestment | 4 | 4 | 7 | 5 | X | Moderate Allocation |
| MSFJX | MFS Total Return R4 | Owns companies we recommend for divestment | 4 | 4 | 7 | 5 | X | Moderate Allocation |
| MSFKX | MFS Total Return R6 | Owns companies we recommend for divestment | 4 | 4 | 7 | 5 | X | Moderate Allocation |
| MAMEX | MoA Mid Cap Equity Index Fund | Owns companies we recommend for divestment | 4 | 8 | 6 | 10 | X | Mid-Cap Blend |
| MASOX | MoA Small Cap Equity Index Fund | Owns companies we recommend for divestment | 4 | 5 | 6 | 6 | X | Small Blend |
| MONTX | Monetta | Owns companies we recommend for divestment | 4 | 5 | 9 | 9 | X | Large Growth |
| HEQCX | Monteagle Opportunity Equity Instl | Owns companies we recommend for divestment | 4 | 6 | 5 | 5 | X | Mid-Cap Blend |
| HEQFX | Monteagle Opportunity Equity Inv | Owns companies we recommend for divestment | 4 | 6 | 5 | 5 | X | Mid-Cap Blend |
| CZMGX | Multi-Manager Growth Strategies Inst | Owns companies we recommend for divestment | 4 | 8 | 12 | 11 | X | Large Growth |
| MUNDX | Mundoval | Owns companies we recommend for divestment | 4 | 5 | 6 | 9 | X | Global Large-Stock Growth |
| TVRAX | NAA Allocation Fund A | Owns companies we recommend for divestment | 4 | 8 | 8 | 8 | X | Large Growth |
| OIEPX | JPMorgan Equity Income R3 | Owns companies we recommend for divestment | 4 | 4 | 6 | 7 | X | Large Value |
| HLIEX | JPMorgan Equity Income I | Owns companies we recommend for divestment | 4 | 4 | 6 | 7 | X | Large Value |
| HQIIX | Hartford Equity Income I | Owns companies we recommend for divestment | 4 | 3 | 6 | 4 | X | Large Value |
| PDP | Invesco Dorsey Wright Momentum ETF | Owns companies we recommend for divestment | 4 | 3 | 2 | 5 | X | Large Growth |
| HKND | Humankind US Stock ETF | Owns companies we recommend for divestment | 4 | 19 | 15 | 20 | V | Large Value |
| PAXIX | Impax Sustainable Allocation Instl | Owns companies we recommend for divestment | 4 | 8 | 14 | 13 | V | Moderate Allocation |
| PAXWX | Impax Sustainable Allocation Inv | Owns companies we recommend for divestment | 4 | 8 | 14 | 13 | V | Moderate Allocation |
| BLES | Inspire Global Hope ETF | Owns companies we recommend for divestment | 4 | 3 | 6 | 2 | X | Global Large-Stock Blend |
| CHTRX | Invesco Charter A | Owns companies we recommend for divestment | 4 | 5 | 7 | 7 | X | Large Blend |
| CHTCX | Invesco Charter C | Owns companies we recommend for divestment | 4 | 5 | 7 | 7 | X | Large Blend |
| CHRRX | Invesco Charter R | Owns companies we recommend for divestment | 4 | 5 | 7 | 7 | X | Large Blend |
| CHTVX | Invesco Charter R5 | Owns companies we recommend for divestment | 4 | 5 | 7 | 7 | X | Large Blend |
| CHFTX | Invesco Charter R6 | Owns companies we recommend for divestment | 4 | 5 | 7 | 7 | X | Large Blend |
| CHRSX | Invesco Charter S | Owns companies we recommend for divestment | 4 | 5 | 7 | 7 | X | Large Blend |
| CHTYX | Invesco Charter Y | Owns companies we recommend for divestment | 4 | 5 | 7 | 7 | X | Large Blend |
| PRN | Invesco Dorsey Wright IndustrialsMomtETF | Owns companies we recommend for divestment | 4 | 1 | 1 | 3 | X | Industrials |
| PIZ | Invesco DW Developed Markets Momt ETF | Owns companies we recommend for divestment | 4 | 1 | 6 | 2 | X | Foreign Large Growth |
| HULEX | Huber Select Large Cap Value Instl | Owns companies we recommend for divestment | 4 | 5 | 2 | 8 | X | Large Value |
| ACEIX | Invesco Equity and Income A | Owns companies we recommend for divestment | 4 | 5 | 9 | 8 | X | Moderately Aggressive Allocation |
| ACERX | Invesco Equity and Income C | Owns companies we recommend for divestment | 4 | 5 | 9 | 8 | X | Moderately Aggressive Allocation |
| ACESX | Invesco Equity and Income R | Owns companies we recommend for divestment | 4 | 5 | 9 | 8 | X | Moderately Aggressive Allocation |
| ACEKX | Invesco Equity and Income R5 | Owns companies we recommend for divestment | 4 | 5 | 9 | 8 | X | Moderately Aggressive Allocation |
| IEIFX | Invesco Equity and Income R6 | Owns companies we recommend for divestment | 4 | 5 | 9 | 8 | X | Moderately Aggressive Allocation |
| ACETX | Invesco Equity and Income Y | Owns companies we recommend for divestment | 4 | 5 | 9 | 8 | X | Moderately Aggressive Allocation |
| PGF | Invesco Financial Preferred ETF | Owns companies we recommend for divestment | 4 | 4 | 0 | 4 | X | Preferred Stock |
| ACGIX | Invesco Growth and Income A | Owns companies we recommend for divestment | 4 | 5 | 9 | 8 | X | Large Value |
| ACGKX | Invesco Growth and Income C | Owns companies we recommend for divestment | 4 | 5 | 9 | 8 | X | Large Value |
| ACGLX | Invesco Growth and Income R | Owns companies we recommend for divestment | 4 | 5 | 9 | 8 | X | Large Value |
| ACGQX | Invesco Growth and Income R5 | Owns companies we recommend for divestment | 4 | 5 | 9 | 8 | X | Large Value |
| GIFFX | Invesco Growth and Income R6 | Owns companies we recommend for divestment | 4 | 5 | 9 | 8 | X | Large Value |
| HULIX | Huber Select Large Cap Value Inv | Owns companies we recommend for divestment | 4 | 5 | 2 | 8 | X | Large Value |
| HUMDX | Huber Mid Cap Value Inv | Owns companies we recommend for divestment | 4 | 2 | 1 | 5 | X | Small Value |
| PGX | Invesco Preferred ETF | Owns companies we recommend for divestment | 4 | 4 | 0 | 7 | X | Preferred Stock |
| HDVVX | Hartford International Equity R6 | Owns companies we recommend for divestment | 4 | 3 | 6 | 5 | X | Foreign Large Blend |
| HQIRX | Hartford Equity Income R3 | Owns companies we recommend for divestment | 4 | 3 | 6 | 4 | X | Large Value |
| HQISX | Hartford Equity Income R4 | Owns companies we recommend for divestment | 4 | 3 | 6 | 4 | X | Large Value |
| HQITX | Hartford Equity Income R5 | Owns companies we recommend for divestment | 4 | 3 | 6 | 4 | X | Large Value |
| HQIVX | Hartford Equity Income R6 | Owns companies we recommend for divestment | 4 | 3 | 6 | 4 | X | Large Value |
| HQIYX | Hartford Equity Income Y | Owns companies we recommend for divestment | 4 | 3 | 6 | 4 | X | Large Value |
| HDVAX | Hartford International Equity A | Owns companies we recommend for divestment | 4 | 3 | 6 | 5 | X | Foreign Large Blend |
| HDVCX | Hartford International Equity C | Owns companies we recommend for divestment | 4 | 3 | 6 | 5 | X | Foreign Large Blend |
| HDVFX | Hartford International Equity F | Owns companies we recommend for divestment | 4 | 3 | 6 | 5 | X | Foreign Large Blend |
| HDVIX | Hartford International Equity I | Owns companies we recommend for divestment | 4 | 3 | 6 | 5 | X | Foreign Large Blend |
| HDVRX | Hartford International Equity R3 | Owns companies we recommend for divestment | 4 | 3 | 6 | 5 | X | Foreign Large Blend |
| HDVSX | Hartford International Equity R4 | Owns companies we recommend for divestment | 4 | 3 | 6 | 5 | X | Foreign Large Blend |
| HDVTX | Hartford International Equity R5 | Owns companies we recommend for divestment | 4 | 3 | 6 | 5 | X | Foreign Large Blend |
| HDVYX | Hartford International Equity Y | Owns companies we recommend for divestment | 4 | 3 | 6 | 5 | X | Foreign Large Blend |
| HUMEX | Huber Mid Cap Value Instl | Owns companies we recommend for divestment | 4 | 2 | 1 | 5 | X | Small Value |
| SMDVX | Hartford Schroders US MidCap Opps A | Owns companies we recommend for divestment | 4 | 2 | 1 | 4 | X | Mid-Cap Blend |
| HFDCX | Hartford Schroders US MidCap Opps C | Owns companies we recommend for divestment | 4 | 2 | 1 | 4 | X | Mid-Cap Blend |
| HFDFX | Hartford Schroders US MidCap Opps F | Owns companies we recommend for divestment | 4 | 2 | 1 | 4 | X | Mid-Cap Blend |
| SMDIX | Hartford Schroders US MidCap Opps I | Owns companies we recommend for divestment | 4 | 2 | 1 | 4 | X | Mid-Cap Blend |
| HFDRX | Hartford Schroders US MidCap Opps R3 | Owns companies we recommend for divestment | 4 | 2 | 1 | 4 | X | Mid-Cap Blend |
| HFDSX | Hartford Schroders US MidCap Opps R4 | Owns companies we recommend for divestment | 4 | 2 | 1 | 4 | X | Mid-Cap Blend |
| HFDTX | Hartford Schroders US MidCap Opps R5 | Owns companies we recommend for divestment | 4 | 2 | 1 | 4 | X | Mid-Cap Blend |
| SMDRX | Hartford Schroders US MidCap Opps SDR | Owns companies we recommend for divestment | 4 | 2 | 1 | 4 | X | Mid-Cap Blend |
| HFDYX | Hartford Schroders US MidCap Opps Y | Owns companies we recommend for divestment | 4 | 2 | 1 | 4 | X | Mid-Cap Blend |
| HWCAX | Hotchkis & Wiley Disciplined Value A | Owns companies we recommend for divestment | 4 | 3 | 7 | 6 | X | Large Value |
| HWCIX | Hotchkis & Wiley Disciplined Value I | Owns companies we recommend for divestment | 4 | 3 | 7 | 6 | X | Large Value |
| HUDEX | Huber Large Cap Value Inst | Owns companies we recommend for divestment | 4 | 6 | 2 | 8 | X | Large Value |
| HUDIX | Huber Large Cap Value Inv | Owns companies we recommend for divestment | 4 | 6 | 2 | 8 | X | Large Value |
| ACGMX | Invesco Growth and Income Y | Owns companies we recommend for divestment | 4 | 5 | 9 | 8 | X | Large Value |
| OARDX | Invesco Rising Dividends A | Owns companies we recommend for divestment | 4 | 4 | 5 | 6 | X | Large Blend |
| OINCX | JPMorgan Equity Income C | Owns companies we recommend for divestment | 4 | 4 | 6 | 7 | X | Large Value |
| JHERX | JHancock Equity Income C | Owns companies we recommend for divestment | 4 | 6 | 8 | 6 | X | Large Value |
| JDBAX | Janus Henderson Balanced A | Owns companies we recommend for divestment | 4 | 5 | 8 | 8 | X | Moderate Allocation |
| JABCX | Janus Henderson Balanced C | Owns companies we recommend for divestment | 4 | 5 | 8 | 8 | X | Moderate Allocation |
| JANBX | Janus Henderson Balanced D | Owns companies we recommend for divestment | 4 | 5 | 8 | 8 | X | Moderate Allocation |
| JBALX | Janus Henderson Balanced I | Owns companies we recommend for divestment | 4 | 5 | 8 | 8 | X | Moderate Allocation |
| JABNX | Janus Henderson Balanced N | Owns companies we recommend for divestment | 4 | 5 | 8 | 8 | X | Moderate Allocation |
| JDBRX | Janus Henderson Balanced R | Owns companies we recommend for divestment | 4 | 5 | 8 | 8 | X | Moderate Allocation |
| JABRX | Janus Henderson Balanced S | Owns companies we recommend for divestment | 4 | 5 | 8 | 8 | X | Moderate Allocation |
| JABAX | Janus Henderson Balanced T | Owns companies we recommend for divestment | 4 | 5 | 8 | 8 | X | Moderate Allocation |
| JABLX | Janus Henderson VIT Balanced Instl | Owns companies we recommend for divestment | 4 | 5 | 8 | 8 | X | Moderate Allocation |
| Janus Henderson VIT Balanced Svc | Owns companies we recommend for divestment | 4 | 5 | 8 | 8 | X | Moderate Allocation |
| JIEMX | JHancock Equity Income 1 | Owns companies we recommend for divestment | 4 | 6 | 8 | 6 | X | Large Value |
| JHEIX | JHancock Equity Income A | Owns companies we recommend for divestment | 4 | 6 | 8 | 6 | X | Large Value |
| JHancock Equity Income NAV | Owns companies we recommend for divestment | 4 | 6 | 8 | 6 | X | Large Value |
| IYW | iShares US Technology ETF | Owns companies we recommend for divestment | 4 | 1 | 6 | 10 | X | Technology |
| JHFunds2 Science & Technology NAV | Owns companies we recommend for divestment | 4 | 4 | 10 | 11 | X | Technology |
| JNL Mid Cap Index I | Owns companies we recommend for divestment | 4 | 8 | 6 | 10 | X | Mid-Cap Blend |
| JNL Small Cap Index I | Owns companies we recommend for divestment | 4 | 5 | 6 | 6 | X | Small Blend |
| JNL/JPMorgan U.S. Value A | Owns companies we recommend for divestment | 4 | 4 | 9 | 8 | X | Large Value |
| JNL/JPMorgan U.S. Value I | Owns companies we recommend for divestment | 4 | 4 | 9 | 8 | X | Large Value |
| JNL/Mellon S&P 400 MidCap Index A | Owns companies we recommend for divestment | 4 | 8 | 6 | 10 | X | Mid-Cap Blend |
| JNL/Mellon S&P 400 MidCap Index I | Owns companies we recommend for divestment | 4 | 8 | 6 | 10 | X | Mid-Cap Blend |
| JNL/Mellon Small Cap Index A | Owns companies we recommend for divestment | 4 | 5 | 6 | 6 | X | Small Blend |
| JNL/Mellon Small Cap Index I | Owns companies we recommend for divestment | 4 | 5 | 6 | 6 | X | Small Blend |
| JPSE | JPMorgan Divers Ret US Small Cap Eq ETF | Owns companies we recommend for divestment | 4 | 5 | 2 | 4 | X | Small Blend |
| JPIN | JPMorgan Diversified Return Intl Eq ETF | Owns companies we recommend for divestment | 4 | 2 | 10 | 6 | X | Foreign Large Value |
| OIEIX | JPMorgan Equity Income A | Owns companies we recommend for divestment | 4 | 4 | 6 | 7 | X | Large Value |
| JAVAX | James Aggressive Allocation | Owns companies we recommend for divestment | 4 | 5 | 8 | 6 | X | Moderately Aggressive Allocation |
| IJS | iShares S&P Small-Cap 600 Value ETF | Owns companies we recommend for divestment | 4 | 4 | 4 | 4 | X | Small Value |
| OCRDX | Invesco Rising Dividends C | Owns companies we recommend for divestment | 4 | 4 | 5 | 6 | X | Large Blend |
| QVMS | Invesco S&P SmallCp 600 QVM Mlt-fctr ETF | Owns companies we recommend for divestment | 4 | 4 | 5 | 6 | X | Small Blend |
| ONRDX | Invesco Rising Dividends R | Owns companies we recommend for divestment | 4 | 4 | 5 | 6 | X | Large Blend |
| RSDQX | Invesco Rising Dividends R5 | Owns companies we recommend for divestment | 4 | 4 | 5 | 6 | X | Large Blend |
| OIRDX | Invesco Rising Dividends R6 | Owns companies we recommend for divestment | 4 | 4 | 5 | 6 | X | Large Blend |
| OYRDX | Invesco Rising Dividends Y | Owns companies we recommend for divestment | 4 | 4 | 5 | 6 | X | Large Blend |
| DIVG | Invesco S&P 500 Hi Div Grwrs ETF | Owns companies we recommend for divestment | 4 | 3 | 4 | 4 | X | Mid-Cap Value |
| SPMV | Invesco S&P 500 Minimum Variance ETF | Owns companies we recommend for divestment | 4 | 6 | 9 | 10 | X | Large Blend |
| SPVU | Invesco S&P 500® Enhanced Value ETF | Owns companies we recommend for divestment | 4 | 8 | 6 | 5 | X | Large Value |
| RPV | Invesco S&P 500® Pure Value ETF | Owns companies we recommend for divestment | 4 | 11 | 5 | 5 | X | Mid-Cap Value |
| SPHQ | Invesco S&P 500® Quality ETF | Owns companies we recommend for divestment | 4 | 3 | 5 | 2 | X | Large Blend |
| IDHQ | Invesco S&P International Dev Qual ETF | Owns companies we recommend for divestment | 4 | 1 | 6 | 4 | X | Foreign Large Growth |
| RWK | Invesco S&P MidCap 400 Revenue ETF | Owns companies we recommend for divestment | 4 | 8 | 6 | 10 | X | Mid-Cap Value |
| RWJ | Invesco S&P SmallCap 600 Revenue ETF | Owns companies we recommend for divestment | 4 | 5 | 6 | 6 | X | Small Value |
| USCL | iShares Climate Conscious &TrnMSCIUSAETF | Owns companies we recommend for divestment | 4 | 9 | 16 | 17 | V | Large Blend |
| IJJ | iShares S&P Mid-Cap 400 Value ETF | Owns companies we recommend for divestment | 4 | 7 | 5 | 10 | X | Mid-Cap Value |
| IJH | iShares Core S&P Mid-Cap ETF | Owns companies we recommend for divestment | 4 | 8 | 6 | 10 | X | Mid-Cap Blend |
| IJR | iShares Core S&P Small-Cap ETF | Owns companies we recommend for divestment | 4 | 5 | 6 | 6 | X | Small Blend |
| HEZU | iShares Currency Hedged MSCI Eurozn ETF | Owns companies we recommend for divestment | 4 | 2 | 6 | 3 | X | Europe Stock |
| EGUS | iShares ESG Aware MSCI USA Growth ETF | Owns companies we recommend for divestment | 4 | 5 | 8 | 7 | V | Large Growth |
| ISVL | iShares Intl Dev Sm Cp Val Fctr ETF | Owns companies we recommend for divestment | 4 | 2 | 6 | 0 | X | Foreign Small/Mid Value |
| BLCV | iShares Large Cap Value Active ETF | Owns companies we recommend for divestment | 4 | 5 | 6 | 6 | X | Large Value |
| IEUS | iShares MSCI Europe Small-Cap ETF | Owns companies we recommend for divestment | 4 | 2 | 8 | 0 | X | Europe Stock |
| EZU | iShares MSCI Eurozone ETF | Owns companies we recommend for divestment | 4 | 2 | 6 | 3 | X | Europe Stock |
| FILL | iShares MSCI Global Energy Producers ETF | Owns companies we recommend for divestment | 4 | 0 | 6 | 0 | X | Equity Energy |
| IQLT | iShares MSCI Intl Quality Factor ETF | Owns companies we recommend for divestment | 4 | 2 | 10 | 3 | X | Foreign Large Blend |
| SUSA | iShares MSCI USA ESG Select ETF | Owns companies we recommend for divestment | 4 | 7 | 11 | 7 | V | Large Blend |
| PFF | iShares Preferred&Income Securities ETF | Owns companies we recommend for divestment | 4 | 6 | 1 | 9 | X | Preferred Stock |
| IWP | iShares Russell Mid-Cap Growth ETF | Owns companies we recommend for divestment | 4 | 6 | 5 | 7 | X | Mid-Cap Growth |
| MRLRX | BlackRock Advantage Large Cap Core R | Owns companies we recommend for divestment | 4 | 9 | 10 | 8 | X | Large Blend |
| MCLRX | BlackRock Advantage Large Cap Core Inv C | Owns companies we recommend for divestment | 4 | 9 | 10 | 8 | X | Large Blend |
| TRLHX | Nuveen Large Cap Value I | Owns companies we recommend for divestment | 4 | 4 | 8 | 5 | X | Large Value |
| MMPCX | NYLI WMC Value Class C | Owns companies we recommend for divestment | 3 | 4 | 5 | 4 | X | Large Value |
| TCCHX | Nuveen Social Choice LwCrbn Eq I | Owns companies we recommend for divestment | 3 | 11 | 6 | 8 | V | Large Blend |
| TPWCX | Nuveen Social Choice LwCrbn Eq Prmr | Owns companies we recommend for divestment | 3 | 11 | 6 | 8 | V | Large Blend |
| TNWCX | Nuveen Social Choice LwCrbn Eq R6 | Owns companies we recommend for divestment | 3 | 11 | 6 | 8 | V | Large Blend |
| TEWCX | Nuveen Social Choice LwCrbn Eq Retire | Owns companies we recommend for divestment | 3 | 11 | 6 | 8 | V | Large Blend |
| MBNAX | NYLI Balanced Class A | Owns companies we recommend for divestment | 3 | 4 | 5 | 4 | X | Moderate Allocation |
| MBNBX | NYLI Balanced Class B | Owns companies we recommend for divestment | 3 | 4 | 5 | 4 | X | Moderate Allocation |
| MBACX | NYLI Balanced Class C | Owns companies we recommend for divestment | 3 | 4 | 5 | 4 | X | Moderate Allocation |
| MBAIX | NYLI Balanced Class I | Owns companies we recommend for divestment | 3 | 4 | 5 | 4 | X | Moderate Allocation |
| MBERX | NYLI Balanced Class R6 | Owns companies we recommend for divestment | 3 | 4 | 5 | 4 | X | Moderate Allocation |
| MBINX | NYLI Balanced Investor Class | Owns companies we recommend for divestment | 3 | 4 | 5 | 4 | X | Moderate Allocation |
| MAPAX | NYLI WMC Value Class A | Owns companies we recommend for divestment | 3 | 4 | 5 | 4 | X | Large Value |
| MAPBX | NYLI WMC Value Class B | Owns companies we recommend for divestment | 3 | 4 | 5 | 4 | X | Large Value |
| MUBFX | NYLI WMC Value Class I | Owns companies we recommend for divestment | 3 | 4 | 5 | 4 | X | Large Value |
| TSMUX | Nuveen Quant Small/Mid Cap Eq W | Owns companies we recommend for divestment | 3 | 3 | 4 | 4 | X | Small Blend |
| MMPDX | NYLI WMC Value Class R6 | Owns companies we recommend for divestment | 3 | 4 | 5 | 4 | X | Large Value |
| MSMIX | NYLI WMC Value Investor Class | Owns companies we recommend for divestment | 3 | 4 | 5 | 4 | X | Large Value |
| OFIGX | Oberweis Focused International Gr Fd | Owns companies we recommend for divestment | 3 | 1 | 7 | 1 | X | Foreign Large Growth |
| OALGX | Optimum Large Cap Growth A | Owns companies we recommend for divestment | 3 | 5 | 7 | 8 | X | Large Growth |
| OCLGX | Optimum Large Cap Growth C | Owns companies we recommend for divestment | 3 | 5 | 7 | 8 | X | Large Growth |
| OILGX | Optimum Large Cap Growth Instl | Owns companies we recommend for divestment | 3 | 5 | 7 | 8 | X | Large Growth |
| OASVX | Optimum Small-Mid Cap Value A | Owns companies we recommend for divestment | 3 | 5 | 7 | 7 | X | Small Value |
| OCSVX | Optimum Small-Mid Cap Value C | Owns companies we recommend for divestment | 3 | 5 | 7 | 7 | X | Small Value |
| OISVX | Optimum Small-Mid Cap Value Instl | Owns companies we recommend for divestment | 3 | 5 | 7 | 7 | X | Small Value |
| PASIX | PACE Alternative Strategies A | Owns companies we recommend for divestment | 3 | 6 | 12 | 9 | X | Multistrategy |
| PASPX | PACE Alternative Strategies P | Owns companies we recommend for divestment | 3 | 6 | 12 | 9 | X | Multistrategy |
| PAPTX | PACE Alternative Strategies P2 | Owns companies we recommend for divestment | 3 | 6 | 12 | 9 | X | Multistrategy |
| TLWCX | Nuveen Social Choice LwCrbn Eq A | Owns companies we recommend for divestment | 3 | 11 | 6 | 8 | V | Large Blend |
| TSMOX | Nuveen Quant Small/Mid Cap Eq Retirement | Owns companies we recommend for divestment | 3 | 3 | 4 | 4 | X | Small Blend |
| PBFDX | Payson Total Return | Owns companies we recommend for divestment | 3 | 2 | 7 | 6 | X | Large Blend |
| NSBFX | Nuveen Dividend Growth R6 | Owns companies we recommend for divestment | 3 | 5 | 4 | 4 | X | Large Blend |
| NBMBX | Neuberger Berman Mid Cap Growth Adv | Owns companies we recommend for divestment | 3 | 1 | 1 | 3 | X | Mid-Cap Growth |
| NMGCX | Neuberger Berman Mid Cap Growth C | Owns companies we recommend for divestment | 3 | 1 | 1 | 3 | X | Mid-Cap Growth |
| NBMLX | Neuberger Berman Mid Cap Growth Inst | Owns companies we recommend for divestment | 3 | 1 | 1 | 3 | X | Mid-Cap Growth |
| NMANX | Neuberger Berman Mid Cap Growth Inv | Owns companies we recommend for divestment | 3 | 1 | 1 | 3 | X | Mid-Cap Growth |
| NMGRX | Neuberger Berman Mid Cap Growth R3 | Owns companies we recommend for divestment | 3 | 1 | 1 | 3 | X | Mid-Cap Growth |
| NRMGX | Neuberger Berman Mid Cap Growth R6 | Owns companies we recommend for divestment | 3 | 1 | 1 | 3 | X | Mid-Cap Growth |
| NBMTX | Neuberger Berman Mid Cap Growth Tr | Owns companies we recommend for divestment | 3 | 1 | 1 | 3 | X | Mid-Cap Growth |
| NOSGX | Northern Small Cap Value | Owns companies we recommend for divestment | 3 | 2 | 3 | 4 | X | Small Value |
| NSBAX | Nuveen Dividend Growth A | Owns companies we recommend for divestment | 3 | 5 | 4 | 4 | X | Large Blend |
| NSBCX | Nuveen Dividend Growth C | Owns companies we recommend for divestment | 3 | 5 | 4 | 4 | X | Large Blend |
| NDVG | Nuveen Dividend Growth ETF | Owns companies we recommend for divestment | 3 | 5 | 4 | 4 | X | Large Blend |
| NSBRX | Nuveen Dividend Growth I | Owns companies we recommend for divestment | 3 | 5 | 4 | 4 | X | Large Blend |
| NUDV | Nuveen ESG Dividend ETF | Owns companies we recommend for divestment | 3 | 8 | 5 | 4 | V | Large Value |
| TSMWX | Nuveen Quant Small/Mid Cap Eq R6 | Owns companies we recommend for divestment | 3 | 3 | 4 | 4 | X | Small Blend |
| NULC | Nuveen ESG Large-Cap ETF | Owns companies we recommend for divestment | 3 | 8 | 9 | 10 | V | Large Blend |
| TSORX | Nuveen International Res Eq A | Owns companies we recommend for divestment | 3 | 2 | 9 | 5 | V | Foreign Large Blend |
| TSOHX | Nuveen International Res Eq I | Owns companies we recommend for divestment | 3 | 2 | 9 | 5 | V | Foreign Large Blend |
| TSOPX | Nuveen International Res Eq Prmr | Owns companies we recommend for divestment | 3 | 2 | 9 | 5 | V | Foreign Large Blend |
| TSONX | Nuveen International Res Eq R6 | Owns companies we recommend for divestment | 3 | 2 | 9 | 5 | V | Foreign Large Blend |
| TSOEX | Nuveen International Res Eq Retire | Owns companies we recommend for divestment | 3 | 2 | 9 | 5 | V | Foreign Large Blend |
| NQCAX | Nuveen Large Cap Value Opportunities A | Owns companies we recommend for divestment | 3 | 4 | 7 | 6 | X | Large Value |
| NQCCX | Nuveen Large Cap Value Opportunities C | Owns companies we recommend for divestment | 3 | 4 | 7 | 6 | X | Large Value |
| NQCRX | Nuveen Large Cap Value Opportunities I | Owns companies we recommend for divestment | 3 | 4 | 7 | 6 | X | Large Value |
| TSMEX | Nuveen Quant Small/Mid Cap Eq A | Owns companies we recommend for divestment | 3 | 3 | 4 | 4 | X | Small Blend |
| TSMNX | Nuveen Quant Small/Mid Cap Eq I | Owns companies we recommend for divestment | 3 | 3 | 4 | 4 | X | Small Blend |
| TSMMX | Nuveen Quant Small/Mid Cap Eq Premier | Owns companies we recommend for divestment | 3 | 3 | 4 | 4 | X | Small Blend |
| PWS | Pacer WealthShield ETF | Owns companies we recommend for divestment | 3 | 13 | 12 | 10 | X | Tactical Allocation |
| TSVAX | PGIM Quant Solutions Small-Cap Val A | Owns companies we recommend for divestment | 3 | 4 | 1 | 4 | X | Small Value |
| NLSIX | Neuberger Berman Long Short Instl | Owns companies we recommend for divestment | 3 | 5 | 5 | 7 | X | Long-Short Equity |
| PEIYX | Putnam Large Cap Value Y | Owns companies we recommend for divestment | 3 | 4 | 5 | 5 | X | Large Value |
| DDM | ProShares Ultra Dow30 | Owns companies we recommend for divestment | 3 | 5 | 6 | 4 | X | Trading--Leveraged Equity |
| ROM | ProShares Ultra Technology | Owns companies we recommend for divestment | 3 | 2 | 6 | 7 | X | Trading--Leveraged Equity |
| PMYAX | Putnam Core Equity Fund A | Owns companies we recommend for divestment | 3 | 9 | 10 | 10 | X | Large Blend |
| PMYCX | Putnam Core Equity Fund C | Owns companies we recommend for divestment | 3 | 9 | 10 | 10 | X | Large Blend |
| PMYZX | Putnam Core Equity Fund R | Owns companies we recommend for divestment | 3 | 9 | 10 | 10 | X | Large Blend |
| PMYTX | Putnam Core Equity Fund R6 | Owns companies we recommend for divestment | 3 | 9 | 10 | 10 | X | Large Blend |
| PMYYX | Putnam Core Equity Fund Y | Owns companies we recommend for divestment | 3 | 9 | 10 | 10 | X | Large Blend |
| PEYAX | Putnam Large Cap Value A | Owns companies we recommend for divestment | 3 | 4 | 5 | 5 | X | Large Value |
| PEQCX | Putnam Large Cap Value C | Owns companies we recommend for divestment | 3 | 4 | 5 | 5 | X | Large Value |
| PEQRX | Putnam Large Cap Value R | Owns companies we recommend for divestment | 3 | 4 | 5 | 5 | X | Large Value |
| PEQLX | Putnam Large Cap Value R5 | Owns companies we recommend for divestment | 3 | 4 | 5 | 5 | X | Large Value |
| PEQSX | Putnam Large Cap Value R6 | Owns companies we recommend for divestment | 3 | 4 | 5 | 5 | X | Large Value |
| RUNN | Running Oak Efficient Growth ETF | Owns companies we recommend for divestment | 3 | 0 | 2 | 6 | X | Mid-Cap Blend |
| DAT | ProShares Big Data Refiners ETF | Owns companies we recommend for divestment | 3 | 2 | 1 | 2 | X | Technology |
| RYBKX | Rydex Banking A | Owns companies we recommend for divestment | 3 | 6 | 0 | 6 | X | Financial |
| RYKCX | Rydex Banking C | Owns companies we recommend for divestment | 3 | 6 | 0 | 6 | X | Financial |
| RYKAX | Rydex Banking H | Owns companies we recommend for divestment | 3 | 6 | 0 | 6 | X | Financial |
| RYKIX | Rydex Banking Inv | Owns companies we recommend for divestment | 3 | 6 | 0 | 6 | X | Financial |
| RYLDX | Rydex Dow 2x Strategy A | Owns companies we recommend for divestment | 3 | 5 | 6 | 4 | X | Trading--Leveraged Equity |
| RYCYX | Rydex Dow 2x Strategy C | Owns companies we recommend for divestment | 3 | 5 | 6 | 4 | X | Trading--Leveraged Equity |
| RYCVX | Rydex Dow 2x Strategy H | Owns companies we recommend for divestment | 3 | 5 | 6 | 4 | X | Trading--Leveraged Equity |
| RYDAX | Rydex Dow Jones Industrial Average® A | Owns companies we recommend for divestment | 3 | 5 | 6 | 4 | X | Large Value |
| RYDKX | Rydex Dow Jones Industrial Average® C | Owns companies we recommend for divestment | 3 | 5 | 6 | 4 | X | Large Value |
| RYDHX | Rydex Dow Jones Industrial Average® H | Owns companies we recommend for divestment | 3 | 5 | 6 | 4 | X | Large Value |
| RYFNX | Rydex Financial Services A | Owns companies we recommend for divestment | 3 | 5 | 1 | 5 | X | Financial |
| RYFCX | Rydex Financial Services C | Owns companies we recommend for divestment | 3 | 5 | 1 | 5 | X | Financial |
| NOBL | ProShares S&P 500 Dividend Aristocrats | Owns companies we recommend for divestment | 3 | 5 | 5 | 2 | X | Large Value |
| UDPSX | ProFunds Ultra Dow 30 Svc | Owns companies we recommend for divestment | 3 | 5 | 6 | 4 | X | Trading--Leveraged Equity |
| TRACX | PGIM Quant Solutions Small-Cap Val C | Owns companies we recommend for divestment | 3 | 4 | 1 | 4 | X | Small Value |
| PYCGX | Pioneer Mid Cap Value Y | Owns companies we recommend for divestment | 3 | 4 | 4 | 4 | X | Mid-Cap Value |
| TSVRX | PGIM Quant Solutions Small-Cap Val R | Owns companies we recommend for divestment | 3 | 4 | 1 | 4 | X | Small Value |
| PSVDX | PGIM Quant Solutions Small-Cap Val R2 | Owns companies we recommend for divestment | 3 | 4 | 1 | 4 | X | Small Value |
| PSVKX | PGIM Quant Solutions Small-Cap Val R4 | Owns companies we recommend for divestment | 3 | 4 | 1 | 4 | X | Small Value |
| TSVQX | PGIM Quant Solutions Small-Cap Val R6 | Owns companies we recommend for divestment | 3 | 4 | 1 | 4 | X | Small Value |
| TASVX | PGIM Quant Solutions Small-Cap Val Z | Owns companies we recommend for divestment | 3 | 4 | 1 | 4 | X | Small Value |
| PIODX | Pioneer A | Owns companies we recommend for divestment | 3 | 3 | 6 | 7 | V | Large Blend |
| PCODX | Pioneer C | Owns companies we recommend for divestment | 3 | 3 | 6 | 7 | V | Large Blend |
| PIOKX | Pioneer K | Owns companies we recommend for divestment | 3 | 3 | 6 | 7 | V | Large Blend |
| PCGRX | Pioneer Mid Cap Value A | Owns companies we recommend for divestment | 3 | 4 | 4 | 4 | X | Mid-Cap Value |
| PCCGX | Pioneer Mid Cap Value C | Owns companies we recommend for divestment | 3 | 4 | 4 | 4 | X | Mid-Cap Value |
| PMCKX | Pioneer Mid Cap Value K | Owns companies we recommend for divestment | 3 | 4 | 4 | 4 | X | Mid-Cap Value |
| PCMRX | Pioneer Mid Cap Value R | Owns companies we recommend for divestment | 3 | 4 | 4 | 4 | X | Mid-Cap Value |
| PIORX | Pioneer R | Owns companies we recommend for divestment | 3 | 3 | 6 | 7 | V | Large Blend |
| UDPIX | ProFunds Ultra Dow 30 Inv | Owns companies we recommend for divestment | 3 | 5 | 6 | 4 | X | Trading--Leveraged Equity |
| PYODX | Pioneer Y | Owns companies we recommend for divestment | 3 | 3 | 6 | 7 | V | Large Blend |
| PGVFX | Polaris Global Value | Owns companies we recommend for divestment | 3 | 3 | 2 | 4 | X | Global Large-Stock Value |
| MVIAX | Praxis Value Index A | Owns companies we recommend for divestment | 3 | 13 | 8 | 11 | V | Large Value |
| MVIIX | Praxis Value Index I | Owns companies we recommend for divestment | 3 | 13 | 8 | 11 | V | Large Value |
| POGRX | PRIMECAP Odyssey Growth | Owns companies we recommend for divestment | 3 | 4 | 12 | 10 | X | Large Blend |
| CMNWX | Principal Capital Appreciation A | Owns companies we recommend for divestment | 3 | 4 | 8 | 7 | X | Large Blend |
| PWCIX | Principal Capital Appreciation Inst | Owns companies we recommend for divestment | 3 | 4 | 8 | 7 | X | Large Blend |
| PCAOX | Principal Capital Appreciation R3 | Owns companies we recommend for divestment | 3 | 4 | 8 | 7 | X | Large Blend |
| PCAQX | Principal Capital Appreciation R5 | Owns companies we recommend for divestment | 3 | 4 | 8 | 7 | X | Large Blend |
| PFISX | Principal International Small Company R6 | Owns companies we recommend for divestment | 3 | 3 | 0 | 1 | X | Foreign Small/Mid Blend |
| PISMX | Principal International Sml Compny Instl | Owns companies we recommend for divestment | 3 | 3 | 0 | 1 | X | Foreign Small/Mid Blend |
| MGPIX | ProFunds Mid Cap Growth Inv | Owns companies we recommend for divestment | 3 | 4 | 3 | 6 | X | Mid-Cap Growth |
| MGPSX | ProFunds Mid Cap Growth Svc | Owns companies we recommend for divestment | 3 | 4 | 3 | 6 | X | Mid-Cap Growth |
| NMGAX | Neuberger Berman Mid Cap Growth A | Owns companies we recommend for divestment | 3 | 1 | 1 | 3 | X | Mid-Cap Growth |
| NLSCX | Neuberger Berman Long Short C | Owns companies we recommend for divestment | 3 | 5 | 5 | 7 | X | Long-Short Equity |
| RYFIX | Rydex Financial Services Inv | Owns companies we recommend for divestment | 3 | 5 | 1 | 5 | X | Financial |
| LVAMX | LSV US Managed Volatility Investor | Owns companies we recommend for divestment | 3 | 5 | 8 | 5 | X | Large Value |
| LMGCX | Lord Abbett Growth Opportunities C | Owns companies we recommend for divestment | 3 | 1 | 1 | 4 | X | Mid-Cap Growth |
| LGOFX | Lord Abbett Growth Opportunities F | Owns companies we recommend for divestment | 3 | 1 | 1 | 4 | X | Mid-Cap Growth |
| LOMGX | Lord Abbett Growth Opportunities F3 | Owns companies we recommend for divestment | 3 | 1 | 1 | 4 | X | Mid-Cap Growth |
| LMGYX | Lord Abbett Growth Opportunities I | Owns companies we recommend for divestment | 3 | 1 | 1 | 4 | X | Mid-Cap Growth |
| LGOPX | Lord Abbett Growth Opportunities P | Owns companies we recommend for divestment | 3 | 1 | 1 | 4 | X | Mid-Cap Growth |
| LGOQX | Lord Abbett Growth Opportunities R2 | Owns companies we recommend for divestment | 3 | 1 | 1 | 4 | X | Mid-Cap Growth |
| LGORX | Lord Abbett Growth Opportunities R3 | Owns companies we recommend for divestment | 3 | 1 | 1 | 4 | X | Mid-Cap Growth |
| LGOSX | Lord Abbett Growth Opportunities R4 | Owns companies we recommend for divestment | 3 | 1 | 1 | 4 | X | Mid-Cap Growth |
| LGOTX | Lord Abbett Growth Opportunities R5 | Owns companies we recommend for divestment | 3 | 1 | 1 | 4 | X | Mid-Cap Growth |
| LGOVX | Lord Abbett Growth Opportunities R6 | Owns companies we recommend for divestment | 3 | 1 | 1 | 4 | X | Mid-Cap Growth |
| LSOFX | LS Opportunity Fund Institutional Class | Owns companies we recommend for divestment | 3 | 2 | 5 | 5 | X | Long-Short Equity |
| LSVMX | LSV US Managed Volatility Institutional | Owns companies we recommend for divestment | 3 | 5 | 8 | 5 | X | Large Value |
| MGLBX | Marsico Global | Owns companies we recommend for divestment | 3 | 3 | 5 | 4 | X | Global Large-Stock Growth |
| LKBAX | LKCM Balanced | Owns companies we recommend for divestment | 3 | 3 | 6 | 8 | X | Moderate Allocation |
| MIGOX | Marsico Global Institutional | Owns companies we recommend for divestment | 3 | 3 | 5 | 4 | X | Global Large-Stock Growth |
| MIOFX | Marsico International Opportunities | Owns companies we recommend for divestment | 3 | 2 | 4 | 3 | X | Foreign Large Growth |
| MIIOX | Marsico International Opportunities Inst | Owns companies we recommend for divestment | 3 | 2 | 4 | 3 | X | Foreign Large Growth |
| MMIAX | MassMutual International Eq A | Owns companies we recommend for divestment | 3 | 3 | 8 | 1 | X | Foreign Large Blend |
| MIELX | MassMutual International Eq Adm | Owns companies we recommend for divestment | 3 | 3 | 8 | 1 | X | Foreign Large Blend |
| MIZIX | MassMutual International Eq I | Owns companies we recommend for divestment | 3 | 3 | 8 | 1 | X | Foreign Large Blend |
| MEERX | MassMutual International Eq R3 | Owns companies we recommend for divestment | 3 | 3 | 8 | 1 | X | Foreign Large Blend |
| MEIRX | MassMutual International Eq R4 | Owns companies we recommend for divestment | 3 | 3 | 8 | 1 | X | Foreign Large Blend |
| MIEDX | MassMutual International Eq R5 | Owns companies we recommend for divestment | 3 | 3 | 8 | 1 | X | Foreign Large Blend |
| MYIEX | MassMutual International Eq Svc | Owns companies we recommend for divestment | 3 | 3 | 8 | 1 | X | Foreign Large Blend |
| MMOEX | MassMutual International Eq Y | Owns companies we recommend for divestment | 3 | 3 | 8 | 1 | X | Foreign Large Blend |
| MOSAX | MassMutual Overseas A | Owns companies we recommend for divestment | 3 | 1 | 7 | 4 | X | Foreign Large Blend |
| LMGAX | Lord Abbett Growth Opportunities A | Owns companies we recommend for divestment | 3 | 1 | 1 | 4 | X | Mid-Cap Growth |
| AQEIX | LKCM Aquinas Catholic Equity | Owns companies we recommend for divestment | 3 | 2 | 4 | 5 | X | Large Blend |
| MOSZX | MassMutual Overseas I | Owns companies we recommend for divestment | 3 | 1 | 7 | 4 | X | Foreign Large Blend |
| JMGZX | JPMorgan Mid Cap Growth R2 | Owns companies we recommend for divestment | 3 | 1 | 1 | 3 | X | Mid-Cap Growth |
| LCDS | JPMorgan Fundamental Data Sci Lg Cor ETF | Owns companies we recommend for divestment | 3 | 6 | 7 | 8 | X | Large Blend |
| OLVAX | JPMorgan Large Cap Value A | Owns companies we recommend for divestment | 3 | 6 | 8 | 5 | X | Large Value |
| OLVCX | JPMorgan Large Cap Value C | Owns companies we recommend for divestment | 3 | 6 | 8 | 5 | X | Large Value |
| HLQVX | JPMorgan Large Cap Value I | Owns companies we recommend for divestment | 3 | 6 | 8 | 5 | X | Large Value |
| JLVZX | JPMorgan Large Cap Value R2 | Owns companies we recommend for divestment | 3 | 6 | 8 | 5 | X | Large Value |
| OLVTX | JPMorgan Large Cap Value R3 | Owns companies we recommend for divestment | 3 | 6 | 8 | 5 | X | Large Value |
| OLVRX | JPMorgan Large Cap Value R4 | Owns companies we recommend for divestment | 3 | 6 | 8 | 5 | X | Large Value |
| JLVRX | JPMorgan Large Cap Value R5 | Owns companies we recommend for divestment | 3 | 6 | 8 | 5 | X | Large Value |
| JLVMX | JPMorgan Large Cap Value R6 | Owns companies we recommend for divestment | 3 | 6 | 8 | 5 | X | Large Value |
| OSGIX | JPMorgan Mid Cap Growth A | Owns companies we recommend for divestment | 3 | 1 | 1 | 3 | X | Mid-Cap Growth |
| OMGCX | JPMorgan Mid Cap Growth C | Owns companies we recommend for divestment | 3 | 1 | 1 | 3 | X | Mid-Cap Growth |
| HLGEX | JPMorgan Mid Cap Growth I | Owns companies we recommend for divestment | 3 | 1 | 1 | 3 | X | Mid-Cap Growth |
| JMGPX | JPMorgan Mid Cap Growth R3 | Owns companies we recommend for divestment | 3 | 1 | 1 | 3 | X | Mid-Cap Growth |
| TGLR | LAFFER|TENGLER Equity Income ETF | Owns companies we recommend for divestment | 3 | 3 | 4 | 4 | X | Large Value |
| JMGQX | JPMorgan Mid Cap Growth R4 | Owns companies we recommend for divestment | 3 | 1 | 1 | 3 | X | Mid-Cap Growth |
| JMGFX | JPMorgan Mid Cap Growth R5 | Owns companies we recommend for divestment | 3 | 1 | 1 | 3 | X | Mid-Cap Growth |
| JMGMX | JPMorgan Mid Cap Growth R6 | Owns companies we recommend for divestment | 3 | 1 | 1 | 3 | X | Mid-Cap Growth |
| JAMCX | JPMorgan Mid Cap Value A | Owns companies we recommend for divestment | 3 | 3 | 2 | 3 | X | Mid-Cap Value |
| JCMVX | JPMorgan Mid Cap Value C | Owns companies we recommend for divestment | 3 | 3 | 2 | 3 | X | Mid-Cap Value |
| JMVSX | JPMorgan Mid Cap Value I | Owns companies we recommend for divestment | 3 | 3 | 2 | 3 | X | Mid-Cap Value |
| FLMVX | JPMorgan Mid Cap Value L | Owns companies we recommend for divestment | 3 | 3 | 2 | 3 | X | Mid-Cap Value |
| JMVZX | JPMorgan Mid Cap Value R2 | Owns companies we recommend for divestment | 3 | 3 | 2 | 3 | X | Mid-Cap Value |
| JMVPX | JPMorgan Mid Cap Value R3 | Owns companies we recommend for divestment | 3 | 3 | 2 | 3 | X | Mid-Cap Value |
| JMVQX | JPMorgan Mid Cap Value R4 | Owns companies we recommend for divestment | 3 | 3 | 2 | 3 | X | Mid-Cap Value |
| JMVRX | JPMorgan Mid Cap Value R5 | Owns companies we recommend for divestment | 3 | 3 | 2 | 3 | X | Mid-Cap Value |
| JMVYX | JPMorgan Mid Cap Value R6 | Owns companies we recommend for divestment | 3 | 3 | 2 | 3 | X | Mid-Cap Value |
| BUYO | KraneShares Man Buyout Beta Index ETF | Owns companies we recommend for divestment | 3 | 0 | 2 | 5 | X | Mid-Cap Blend |
| MOSLX | MassMutual Overseas Adm | Owns companies we recommend for divestment | 3 | 1 | 7 | 4 | X | Foreign Large Blend |
| MOSNX | MassMutual Overseas R3 | Owns companies we recommend for divestment | 3 | 1 | 7 | 4 | X | Foreign Large Blend |
| NLSAX | Neuberger Berman Long Short A | Owns companies we recommend for divestment | 3 | 5 | 5 | 7 | X | Long-Short Equity |
| TEMUX | Morgan Stanley Pathway Em Mkts Eq | Owns companies we recommend for divestment | 3 | 0 | 8 | 0 | X | Diversified Emerging Mkts |
| OTCKX | MFS Mid Cap Growth R6 | Owns companies we recommend for divestment | 3 | 2 | 0 | 5 | X | Mid-Cap Growth |
| MACHX | MoA Balanced Fund | Owns companies we recommend for divestment | 3 | 5 | 7 | 5 | X | Moderate Allocation |
| MAIFX | MoA International Fund | Owns companies we recommend for divestment | 3 | 2 | 9 | 5 | X | Foreign Large Value |
| MDLV | Morgan Dempsey Large Cap Value ETF | Owns companies we recommend for divestment | 3 | 1 | 6 | 4 | X | Large Value |
| MAAUX | Morgan Stanley Inst Dynamic Value A | Owns companies we recommend for divestment | 3 | 5 | 9 | 6 | X | Mid-Cap Value |
| MAAOX | Morgan Stanley Inst Dynamic Value C | Owns companies we recommend for divestment | 3 | 5 | 9 | 6 | X | Mid-Cap Value |
| MAAQX | Morgan Stanley Inst Dynamic Value I | Owns companies we recommend for divestment | 3 | 5 | 9 | 6 | X | Mid-Cap Value |
| MAADX | Morgan Stanley Inst Dynamic Value R6 | Owns companies we recommend for divestment | 3 | 5 | 9 | 6 | X | Mid-Cap Value |
| MSHNX | Morgan Stanley Inst Permanence A | Owns companies we recommend for divestment | 3 | 3 | 2 | 4 | X | Large Growth |
| MSHOX | Morgan Stanley Inst Permanence C | Owns companies we recommend for divestment | 3 | 3 | 2 | 4 | X | Large Growth |
| MSHMX | Morgan Stanley Inst Permanence I | Owns companies we recommend for divestment | 3 | 3 | 2 | 4 | X | Large Growth |
| MSHPX | Morgan Stanley Inst Permanence R6 | Owns companies we recommend for divestment | 3 | 3 | 2 | 4 | X | Large Growth |
| SEVAX | NAA SMid Cap Value A | Owns companies we recommend for divestment | 3 | 1 | 0 | 4 | X | Small Value |
| OTCHX | MFS Mid Cap Growth R3 | Owns companies we recommend for divestment | 3 | 2 | 0 | 5 | X | Mid-Cap Growth |
| SEVSX | NAA SMid Cap Value C | Owns companies we recommend for divestment | 3 | 1 | 0 | 4 | X | Small Value |
| SVUIX | NAA SMid Cap Value Institutional | Owns companies we recommend for divestment | 3 | 1 | 0 | 4 | X | Small Value |
| SEVPX | NAA SMid Cap Value P | Owns companies we recommend for divestment | 3 | 1 | 0 | 4 | X | Small Value |
| NEAMX | Neiman Large Cap Value A | Owns companies we recommend for divestment | 3 | 3 | 6 | 4 | X | Large Value |
| NEIMX | Neiman Large Cap Value No-Load | Owns companies we recommend for divestment | 3 | 3 | 6 | 4 | X | Large Value |
| Neuberger Berman AMT Mid-Cap Growth I | Owns companies we recommend for divestment | 3 | 1 | 1 | 3 | X | Mid-Cap Growth |
| Neuberger Berman AMT Mid-Cap Growth S | Owns companies we recommend for divestment | 3 | 1 | 1 | 3 | X | Mid-Cap Growth |
| NBHAX | Neuberger Berman Equity Income A | Owns companies we recommend for divestment | 3 | 2 | 5 | 4 | X | Large Value |
| NBHCX | Neuberger Berman Equity Income C | Owns companies we recommend for divestment | 3 | 2 | 5 | 4 | X | Large Value |
| NBHEX | Neuberger Berman Equity Income E | Owns companies we recommend for divestment | 3 | 2 | 5 | 4 | X | Large Value |
| NBHIX | Neuberger Berman Equity Income I | Owns companies we recommend for divestment | 3 | 2 | 5 | 4 | X | Large Value |
| NBHRX | Neuberger Berman Equity Income R3 | Owns companies we recommend for divestment | 3 | 2 | 5 | 4 | X | Large Value |
| OTCJX | MFS Mid Cap Growth R4 | Owns companies we recommend for divestment | 3 | 2 | 0 | 5 | X | Mid-Cap Growth |
| MCPRX | MFS Mid Cap Growth R2 | Owns companies we recommend for divestment | 3 | 2 | 0 | 5 | X | Mid-Cap Growth |
| MOSFX | MassMutual Overseas R4 | Owns companies we recommend for divestment | 3 | 1 | 7 | 4 | X | Foreign Large Blend |
| FLMIX | Meeder Muirfield Institutional | Owns companies we recommend for divestment | 3 | 6 | 6 | 6 | X | Tactical Allocation |
| MOSSX | MassMutual Overseas R5 | Owns companies we recommend for divestment | 3 | 1 | 7 | 4 | X | Foreign Large Blend |
| MOSYX | MassMutual Overseas Svc | Owns companies we recommend for divestment | 3 | 1 | 7 | 4 | X | Foreign Large Blend |
| MMOJX | MassMutual Overseas Y | Owns companies we recommend for divestment | 3 | 1 | 7 | 4 | X | Foreign Large Blend |
| MMQAX | MassMutual Small Cap Val Eq A | Owns companies we recommend for divestment | 3 | 5 | 1 | 4 | X | Small Blend |
| MMQLX | MassMutual Small Cap Val Eq Adm | Owns companies we recommend for divestment | 3 | 5 | 1 | 4 | X | Small Blend |
| MMQIX | MassMutual Small Cap Val Eq I | Owns companies we recommend for divestment | 3 | 5 | 1 | 4 | X | Small Blend |
| MMQTX | MassMutual Small Cap Val Eq R3 | Owns companies we recommend for divestment | 3 | 5 | 1 | 4 | X | Small Blend |
| MMQFX | MassMutual Small Cap Val Eq R4 | Owns companies we recommend for divestment | 3 | 5 | 1 | 4 | X | Small Blend |
| MMQSX | MassMutual Small Cap Val Eq R5 | Owns companies we recommend for divestment | 3 | 5 | 1 | 4 | X | Small Blend |
| MMQYX | MassMutual Small Cap Val Eq Svc | Owns companies we recommend for divestment | 3 | 5 | 1 | 4 | X | Small Blend |
| MMNKX | MassMutual Small Cap Val Eq Y | Owns companies we recommend for divestment | 3 | 5 | 1 | 4 | X | Small Blend |
| FLMAX | Meeder Muirfield Adviser | Owns companies we recommend for divestment | 3 | 6 | 6 | 6 | X | Tactical Allocation |
| FLMFX | Meeder Muirfield Retail | Owns companies we recommend for divestment | 3 | 6 | 6 | 6 | X | Tactical Allocation |
| OTCGX | MFS Mid Cap Growth R1 | Owns companies we recommend for divestment | 3 | 2 | 0 | 5 | X | Mid-Cap Growth |
| EQNAX | MFS Equity Income A | Owns companies we recommend for divestment | 3 | 4 | 6 | 5 | X | Large Value |
| EQNBX | MFS Equity Income B | Owns companies we recommend for divestment | 3 | 4 | 6 | 5 | X | Large Value |
| EQNCX | MFS Equity Income C | Owns companies we recommend for divestment | 3 | 4 | 6 | 5 | X | Large Value |
| EQNIX | MFS Equity Income I | Owns companies we recommend for divestment | 3 | 4 | 6 | 5 | X | Large Value |
| EQNRX | MFS Equity Income R1 | Owns companies we recommend for divestment | 3 | 4 | 6 | 5 | X | Large Value |
| EQNSX | MFS Equity Income R2 | Owns companies we recommend for divestment | 3 | 4 | 6 | 5 | X | Large Value |
| EQNTX | MFS Equity Income R3 | Owns companies we recommend for divestment | 3 | 4 | 6 | 5 | X | Large Value |
| EQNUX | MFS Equity Income R4 | Owns companies we recommend for divestment | 3 | 4 | 6 | 5 | X | Large Value |
| EQNVX | MFS Equity Income R6 | Owns companies we recommend for divestment | 3 | 4 | 6 | 5 | X | Large Value |
| OTCAX | MFS Mid Cap Growth A | Owns companies we recommend for divestment | 3 | 2 | 0 | 5 | X | Mid-Cap Growth |
| OTCBX | MFS Mid Cap Growth B | Owns companies we recommend for divestment | 3 | 2 | 0 | 5 | X | Mid-Cap Growth |
| OTCCX | MFS Mid Cap Growth C | Owns companies we recommend for divestment | 3 | 2 | 0 | 5 | X | Mid-Cap Growth |
| OTCIX | MFS Mid Cap Growth I | Owns companies we recommend for divestment | 3 | 2 | 0 | 5 | X | Mid-Cap Growth |
| RYFAX | Rydex Financial Services H | Owns companies we recommend for divestment | 3 | 5 | 1 | 5 | X | Financial |
| SAEMX | SA Emerging Markets Value | Owns companies we recommend for divestment | 3 | 0 | 11 | 0 | X | Diversified Emerging Mkts |
| MDLRX | BlackRock Advantage Large Cap Core Inv A | Owns companies we recommend for divestment | 4 | 9 | 10 | 8 | X | Large Blend |
| IWEDX | Voya Large Cap Value W | Owns companies we recommend for divestment | 3 | 0 | 2 | 5 | X | Large Value |
| ISVGX | Voya Growth and Income Port S | Owns companies we recommend for divestment | 3 | 2 | 4 | 7 | X | Large Blend |
| IGISX | Voya Growth and Income Port S2 | Owns companies we recommend for divestment | 3 | 2 | 4 | 7 | X | Large Blend |
| IEDAX | Voya Large Cap Value A | Owns companies we recommend for divestment | 3 | 0 | 2 | 5 | X | Large Value |
| IEDCX | Voya Large Cap Value C | Owns companies we recommend for divestment | 3 | 0 | 2 | 5 | X | Large Value |
| IEDIX | Voya Large Cap Value I | Owns companies we recommend for divestment | 3 | 0 | 2 | 5 | X | Large Value |
| IPEAX | Voya Large Cap Value Port A | Owns companies we recommend for divestment | 3 | 0 | 2 | 5 | X | Large Value |
| IPEIX | Voya Large Cap Value Port I | Owns companies we recommend for divestment | 3 | 0 | 2 | 5 | X | Large Value |
| VLCRX | Voya Large Cap Value Port R6 | Owns companies we recommend for divestment | 3 | 0 | 2 | 5 | X | Large Value |
| IPESX | Voya Large Cap Value Port S | Owns companies we recommend for divestment | 3 | 0 | 2 | 5 | X | Large Value |
| IPETX | Voya Large Cap Value Port S2 | Owns companies we recommend for divestment | 3 | 0 | 2 | 5 | X | Large Value |
| IEDRX | Voya Large Cap Value R | Owns companies we recommend for divestment | 3 | 0 | 2 | 5 | X | Large Value |
| IEDZX | Voya Large Cap Value R6 | Owns companies we recommend for divestment | 3 | 0 | 2 | 5 | X | Large Value |
| NMCAX | Voya MidCap Opportunities A | Owns companies we recommend for divestment | 3 | 1 | 1 | 3 | X | Mid-Cap Growth |
| IAVGX | Voya Growth and Income Port A | Owns companies we recommend for divestment | 3 | 2 | 4 | 7 | X | Large Blend |
| NMCCX | Voya MidCap Opportunities C | Owns companies we recommend for divestment | 3 | 1 | 1 | 3 | X | Mid-Cap Growth |
| NMCIX | Voya MidCap Opportunities I | Owns companies we recommend for divestment | 3 | 1 | 1 | 3 | X | Mid-Cap Growth |
| IAMOX | Voya MidCap Opportunities Port A | Owns companies we recommend for divestment | 3 | 1 | 1 | 3 | X | Mid-Cap Growth |
| IIMOX | Voya MidCap Opportunities Port I | Owns companies we recommend for divestment | 3 | 1 | 1 | 3 | X | Mid-Cap Growth |
| VMCRX | Voya MidCap Opportunities Port R6 | Owns companies we recommend for divestment | 3 | 1 | 1 | 3 | X | Mid-Cap Growth |
| ISMOX | Voya MidCap Opportunities Port S | Owns companies we recommend for divestment | 3 | 1 | 1 | 3 | X | Mid-Cap Growth |
| IMOPX | Voya MidCap Opportunities Port S2 | Owns companies we recommend for divestment | 3 | 1 | 1 | 3 | X | Mid-Cap Growth |
| IMORX | Voya MidCap Opportunities R | Owns companies we recommend for divestment | 3 | 1 | 1 | 3 | X | Mid-Cap Growth |
| IMOZX | Voya MidCap Opportunities R6 | Owns companies we recommend for divestment | 3 | 1 | 1 | 3 | X | Mid-Cap Growth |
| IMOWX | Voya MidCap Opportunities W | Owns companies we recommend for divestment | 3 | 1 | 1 | 3 | X | Mid-Cap Growth |
| VYSYX | Voya Small Company A | Owns companies we recommend for divestment | 3 | 3 | 1 | 3 | X | Small Blend |
| VYSZX | Voya Small Company C | Owns companies we recommend for divestment | 3 | 3 | 1 | 3 | X | Small Blend |
| IIVGX | Voya Growth and Income Port I | Owns companies we recommend for divestment | 3 | 2 | 4 | 7 | X | Large Blend |
| DRMCX | Virtus Silvant Mid-Cap Growth Inst | Owns companies we recommend for divestment | 3 | 2 | 2 | 2 | X | Mid-Cap Growth |
| IASCX | Voya Small Company Port A | Owns companies we recommend for divestment | 3 | 3 | 1 | 3 | X | Small Blend |
| VEVIX | Victory Sycamore Established Value I | Owns companies we recommend for divestment | 3 | 3 | 3 | 4 | X | Mid-Cap Value |
| VSEQX | Vanguard Strategic Equity Inv | Owns companies we recommend for divestment | 3 | 5 | 8 | 6 | X | Mid-Cap Blend |
| VWUAX | Vanguard US Growth Admiral™ | Owns companies we recommend for divestment | 3 | 4 | 8 | 6 | X | Large Growth |
| VWUSX | Vanguard US Growth Investor | Owns companies we recommend for divestment | 3 | 4 | 8 | 6 | X | Large Growth |
| VYSVX | Vericimetry US Small Cap Value | Owns companies we recommend for divestment | 3 | 7 | 6 | 6 | X | Small Value |
| KNGAX | Vest S&P500 Div Aristocrats Trgt Inc A | Owns companies we recommend for divestment | 3 | 5 | 5 | 2 | X | Derivative Income |
| KNGCX | Vest S&P500 Div Aristocrats Trgt Inc C | Owns companies we recommend for divestment | 3 | 5 | 5 | 2 | X | Derivative Income |
| KNGIX | Vest S&P500 Div Aristocrats Trgt Inc Ins | Owns companies we recommend for divestment | 3 | 5 | 5 | 2 | X | Derivative Income |
| KNGLX | Vest S&P500 Div Aristocrats Trgt Inc Inv | Owns companies we recommend for divestment | 3 | 5 | 5 | 2 | X | Derivative Income |
| KNGRX | Vest S&P500 Div Aristocrats Trgt Inc R | Owns companies we recommend for divestment | 3 | 5 | 5 | 2 | X | Derivative Income |
| KNGYX | Vest S&P500 Div Aristocrats Trgt IncY | Owns companies we recommend for divestment | 3 | 5 | 5 | 2 | X | Derivative Income |
| VETAX | Victory Sycamore Established Value A | Owns companies we recommend for divestment | 3 | 3 | 3 | 4 | X | Mid-Cap Value |
| VEVCX | Victory Sycamore Established Value C | Owns companies we recommend for divestment | 3 | 3 | 3 | 4 | X | Mid-Cap Value |
| GETGX | Victory Sycamore Established Value R | Owns companies we recommend for divestment | 3 | 3 | 3 | 4 | X | Mid-Cap Value |
| RMDCX | Virtus Silvant Mid-Cap Growth C | Owns companies we recommend for divestment | 3 | 2 | 2 | 2 | X | Mid-Cap Growth |
| VEVRX | Victory Sycamore Established Value R6 | Owns companies we recommend for divestment | 3 | 3 | 3 | 4 | X | Mid-Cap Value |
| VEVYX | Victory Sycamore Established Value Y | Owns companies we recommend for divestment | 3 | 3 | 3 | 4 | X | Mid-Cap Value |
| MISAX | Victory Trivalent International Sm-Cp A | Owns companies we recommend for divestment | 3 | 2 | 1 | 0 | X | Foreign Small/Mid Blend |
| MCISX | Victory Trivalent International Sm-Cp C | Owns companies we recommend for divestment | 3 | 2 | 1 | 0 | X | Foreign Small/Mid Blend |
| MISIX | Victory Trivalent International Sm-Cp I | Owns companies we recommend for divestment | 3 | 2 | 1 | 0 | X | Foreign Small/Mid Blend |
| MSSIX | Victory Trivalent International Sm-Cp R6 | Owns companies we recommend for divestment | 3 | 2 | 1 | 0 | X | Foreign Small/Mid Blend |
| MYSIX | Victory Trivalent International Sm-Cp Y | Owns companies we recommend for divestment | 3 | 2 | 1 | 0 | X | Foreign Small/Mid Blend |
| MAICX | Victory Trivalent Intl Fd-Core Eq A | Owns companies we recommend for divestment | 3 | 3 | 9 | 4 | X | Foreign Large Blend |
| MICIX | Victory Trivalent Intl Fd-Core Eq I | Owns companies we recommend for divestment | 3 | 3 | 9 | 4 | X | Foreign Large Blend |
| MAIRX | Victory Trivalent Intl Fd-Core Eq R6 | Owns companies we recommend for divestment | 3 | 3 | 9 | 4 | X | Foreign Large Blend |
| MICYX | Victory Trivalent Intl Fd-Core Eq Y | Owns companies we recommend for divestment | 3 | 3 | 9 | 4 | X | Foreign Large Blend |
| UIVM | VictoryShares International Val MomtETF | Owns companies we recommend for divestment | 3 | 1 | 12 | 2 | X | Foreign Large Value |
| RMDAX | Virtus Silvant Mid-Cap Growth A | Owns companies we recommend for divestment | 3 | 2 | 2 | 2 | X | Mid-Cap Growth |
| VYSAX | Voya Small Company I | Owns companies we recommend for divestment | 3 | 3 | 1 | 3 | X | Small Blend |
| IVCSX | Voya Small Company Port I | Owns companies we recommend for divestment | 3 | 3 | 1 | 3 | X | Small Blend |
| IVOG | Vanguard S&P Mid-Cap 400 Growth ETF | Owns companies we recommend for divestment | 3 | 4 | 3 | 6 | X | Mid-Cap Growth |
| BWLYX | American Beacon Man Lg Cp Value Y | Owns companies we recommend for divestment | 4 | 5 | 7 | 5 | X | Large Value |
| USNZ | Xtrackers Net Zero Pwy Par Alg US Eq ETF | Owns companies we recommend for divestment | 3 | 13 | 11 | 15 | V | Large Blend |
| ZECP | Zacks Earnings Consistent ETF | Owns companies we recommend for divestment | 3 | 4 | 6 | 7 | X | Large Blend |
| EKBAX | Allspring Diversified Cap Bldr A | Owns companies we recommend for divestment | 4 | 2 | 5 | 7 | X | Moderately Aggressive Allocation |
| EKBDX | Allspring Diversified Cap Bldr Adm | Owns companies we recommend for divestment | 4 | 2 | 5 | 7 | X | Moderately Aggressive Allocation |
| EKBCX | Allspring Diversified Cap Bldr C | Owns companies we recommend for divestment | 4 | 2 | 5 | 7 | X | Moderately Aggressive Allocation |
| EKBYX | Allspring Diversified Cap Bldr Inst | Owns companies we recommend for divestment | 4 | 2 | 5 | 7 | X | Moderately Aggressive Allocation |
| SDOG | ALPS Sector Dividend Dogs ETF | Owns companies we recommend for divestment | 4 | 4 | 5 | 6 | X | Large Value |
| BWLAX | American Beacon Man Lg Cp Value A | Owns companies we recommend for divestment | 4 | 5 | 7 | 5 | X | Large Value |
| BWLCX | American Beacon Man Lg Cp Value C | Owns companies we recommend for divestment | 4 | 5 | 7 | 5 | X | Large Value |
| BWLIX | American Beacon Man Lg Cp Value Inv | Owns companies we recommend for divestment | 4 | 5 | 7 | 5 | X | Large Value |
| BRLVX | American Beacon Man Lg Cp Value R5 | Owns companies we recommend for divestment | 4 | 5 | 7 | 5 | X | Large Value |
| BWLRX | American Beacon Man Lg Cp Value R6 | Owns companies we recommend for divestment | 4 | 5 | 7 | 5 | X | Large Value |
| QPFF | American Century Quality Preferred ETF | Owns companies we recommend for divestment | 4 | 4 | 1 | 7 | X | Preferred Stock |
| EASG | Xtrackers MSCI EAFE ESG Leaders Eq ETF | Owns companies we recommend for divestment | 3 | 3 | 11 | 5 | V | Foreign Large Blend |
| AIEQ | Amplify AI Powered Equity ETF | Owns companies we recommend for divestment | 4 | 3 | 10 | 5 | X | Mid-Cap Blend |
| HACK | Amplify Cybersecurity ETF | Owns companies we recommend for divestment | 4 | 0 | 3 | 4 | X | Technology |
| ASMOX | AQR Small Cap Momentum Style I | Owns companies we recommend for divestment | 4 | 6 | 2 | 6 | X | Small Growth |
| ASMNX | AQR Small Cap Momentum Style N | Owns companies we recommend for divestment | 4 | 6 | 2 | 6 | X | Small Growth |
| QSMRX | AQR Small Cap Momentum Style R6 | Owns companies we recommend for divestment | 4 | 6 | 2 | 6 | X | Small Growth |
| ARVIX | ARGA International Value Institutional | Owns companies we recommend for divestment | 4 | 1 | 2 | 2 | X | Foreign Large Value |
| AVUV | Avantis US Small Cap Value ETF | Owns companies we recommend for divestment | 4 | 6 | 4 | 6 | X | Small Value |
| AFNAX | Bahl & Gaynor Income Growth A | Owns companies we recommend for divestment | 4 | 2 | 6 | 4 | X | Large Value |
| AFYCX | Bahl & Gaynor Income Growth C | Owns companies we recommend for divestment | 4 | 2 | 6 | 4 | X | Large Value |
| BGIG | Bahl & Gaynor Income Growth ETF | Owns companies we recommend for divestment | 4 | 2 | 6 | 4 | X | Large Value |
| AFNIX | Bahl & Gaynor Income Growth I | Owns companies we recommend for divestment | 4 | 2 | 6 | 4 | X | Large Value |
| MALRX | BlackRock Advantage Large Cap Core Instl | Owns companies we recommend for divestment | 4 | 9 | 10 | 8 | X | Large Blend |
| HDEF | Xtrackers MSCI EAFE High Div Yld Eq ETF | Owns companies we recommend for divestment | 3 | 0 | 5 | 2 | X | Foreign Large Value |
| DHS | WisdomTree US High Dividend ETF | Owns companies we recommend for divestment | 3 | 5 | 3 | 4 | X | Large Value |
| VSPRX | Voya Small Company Port R6 | Owns companies we recommend for divestment | 3 | 3 | 1 | 3 | X | Small Blend |
| WCMYX | WCM Quality Dividend Growth Inst | Owns companies we recommend for divestment | 3 | 1 | 5 | 3 | X | Large Value |
| IVPSX | Voya Small Company Port S | Owns companies we recommend for divestment | 3 | 3 | 1 | 3 | X | Small Blend |
| VYSDX | Voya Small Company R | Owns companies we recommend for divestment | 3 | 3 | 1 | 3 | X | Small Blend |
| VYSEX | Voya Small Company R6 | Owns companies we recommend for divestment | 3 | 3 | 1 | 3 | X | Small Blend |
| VYSGX | Voya Small Company W | Owns companies we recommend for divestment | 3 | 3 | 1 | 3 | X | Small Blend |
| VVPLX | Vulcan Value Partners | Owns companies we recommend for divestment | 3 | 5 | 2 | 5 | X | Large Blend |
| VVILX | Vulcan Value Partners Institutional | Owns companies we recommend for divestment | 3 | 5 | 2 | 5 | X | Large Blend |
| IJMAX | VY® JPMorgan Mid Cap Value A | Owns companies we recommend for divestment | 3 | 3 | 2 | 3 | X | Mid-Cap Value |
| IJMIX | VY® JPMorgan Mid Cap Value I | Owns companies we recommend for divestment | 3 | 3 | 2 | 3 | X | Mid-Cap Value |
| IJMSX | VY® JPMorgan Mid Cap Value S | Owns companies we recommend for divestment | 3 | 3 | 2 | 3 | X | Mid-Cap Value |
| IJPMX | VY® JPMorgan Mid Cap Value S2 | Owns companies we recommend for divestment | 3 | 3 | 2 | 3 | X | Mid-Cap Value |
| HLAL | Wahed FTSE USA Shariah ETF | Owns companies we recommend for divestment | 3 | 5 | 8 | 6 | X | Large Blend |
| WBIY | WBI Power Factor® High Dividend ETF | Owns companies we recommend for divestment | 3 | 4 | 3 | 4 | X | Mid-Cap Value |
| WQDGX | WCM Quality Dividend Growth Investor | Owns companies we recommend for divestment | 3 | 1 | 5 | 3 | X | Large Value |
| QSML | WisdomTree U.S. Small Cap Quality Gr | Owns companies we recommend for divestment | 3 | 4 | 2 | 2 | X | Small Blend |
| WQAIX | Westwood Quality AllCap Institutional | Owns companies we recommend for divestment | 3 | 2 | 4 | 7 | X | Large Value |
| WQAUX | Westwood Quality AllCap Ultra | Owns companies we recommend for divestment | 3 | 2 | 4 | 7 | X | Large Value |
| WWLAX | Westwood Quality Value Fund A | Owns companies we recommend for divestment | 3 | 4 | 5 | 6 | X | Large Value |
| WWLCX | Westwood Quality Value Fund C | Owns companies we recommend for divestment | 3 | 4 | 5 | 6 | X | Large Value |
| WHGLX | Westwood Quality Value Fund Inst | Owns companies we recommend for divestment | 3 | 4 | 5 | 6 | X | Large Value |
| WHGQX | Westwood Quality Value Ultra | Owns companies we recommend for divestment | 3 | 4 | 5 | 6 | X | Large Value |
| WGFIX | William Blair Global Leaders I | Owns companies we recommend for divestment | 3 | 3 | 5 | 6 | X | Global Large-Stock Growth |
| WGGNX | William Blair Global Leaders N | Owns companies we recommend for divestment | 3 | 3 | 5 | 6 | X | Global Large-Stock Growth |
| BGGIX | William Blair Global Leaders R6 | Owns companies we recommend for divestment | 3 | 3 | 5 | 6 | X | Global Large-Stock Growth |
| HEDJ | WisdomTree Europe Hedged Equity ETF | Owns companies we recommend for divestment | 3 | 0 | 5 | 1 | X | Europe Stock |
| EUDG | WisdomTree Europe Quality Div Gr ETF | Owns companies we recommend for divestment | 3 | 0 | 7 | 3 | X | Europe Stock |
| AIVI | WisdomTree Intl Al Enhanced Val ETF | Owns companies we recommend for divestment | 3 | 0 | 4 | 1 | X | Foreign Large Value |
| EZM | WisdomTree U.S. MidCap Earnings ETF | Owns companies we recommend for divestment | 3 | 7 | 4 | 9 | X | Small Value |
| VMFGX | Vanguard S&P Mid-Cap 400 Growth Idx I | Owns companies we recommend for divestment | 3 | 4 | 3 | 6 | X | Mid-Cap Growth |
| VMGIX | Vanguard Mid-Cap Growth Index Investor | Owns companies we recommend for divestment | 3 | 2 | 4 | 5 | X | Mid-Cap Growth |
| SWANX | Schwab Core Equity | Owns companies we recommend for divestment | 3 | 4 | 7 | 8 | X | Large Blend |
| PRDSX | T. Rowe Price Integrated US Sm Gr Eq | Owns companies we recommend for divestment | 3 | 2 | 2 | 5 | X | Small Growth |
| SNTFX | Steward International Enhanced Index R6 | Owns companies we recommend for divestment | 3 | 2 | 2 | 3 | X | Foreign Large Blend |
| PRWAX | T. Rowe Price All-Cap Opportunities Fund | Owns companies we recommend for divestment | 3 | 3 | 5 | 9 | X | Large Growth |
| PAWAX | T. Rowe Price All-Cap Opportunities-Adv | Owns companies we recommend for divestment | 3 | 3 | 5 | 9 | X | Large Growth |
| PNAIX | T. Rowe Price All-Cap Opportunities-I | Owns companies we recommend for divestment | 3 | 3 | 5 | 9 | X | Large Growth |
| PRWCX | T. Rowe Price Capital Appreciation | Owns companies we recommend for divestment | 3 | 4 | 5 | 8 | X | Moderate Allocation |
| PACLX | T. Rowe Price Capital Appreciation Adv | Owns companies we recommend for divestment | 3 | 4 | 5 | 8 | X | Moderate Allocation |
| TRAIX | T. Rowe Price Capital Appreciation I | Owns companies we recommend for divestment | 3 | 4 | 5 | 8 | X | Moderate Allocation |
| TRGVX | T. Rowe Price Glbl Val Eq | Owns companies we recommend for divestment | 3 | 5 | 6 | 7 | X | Global Large-Stock Value |
| PRIGX | T. Rowe Price Glbl Val Eq Cl I | Owns companies we recommend for divestment | 3 | 5 | 6 | 7 | X | Global Large-Stock Value |
| TQMVX | T. Rowe Price Integrated US LCV Eq | Owns companies we recommend for divestment | 3 | 7 | 5 | 6 | X | Large Value |
| TQVAX | T. Rowe Price Integrated US LCV Eq Adv | Owns companies we recommend for divestment | 3 | 7 | 5 | 6 | X | Large Value |
| TQVIX | T. Rowe Price Integrated US LCV Eq I | Owns companies we recommend for divestment | 3 | 7 | 5 | 6 | X | Large Value |
| TQAAX | T. Rowe Price Integrated US Sm Gr Eq Adv | Owns companies we recommend for divestment | 3 | 2 | 2 | 5 | X | Small Growth |
| SNTKX | Steward International Enhanced Index A | Owns companies we recommend for divestment | 3 | 2 | 2 | 3 | X | Foreign Large Blend |
| TQAIX | T. Rowe Price Integrated US Sm Gr Eq I | Owns companies we recommend for divestment | 3 | 2 | 2 | 5 | X | Small Growth |
| TILCX | T. Rowe Price Lrg Cp Va I | Owns companies we recommend for divestment | 3 | 4 | 5 | 4 | X | Large Value |
| TRLUX | T. Rowe Price Lrg Cp Va Inv | Owns companies we recommend for divestment | 3 | 4 | 5 | 4 | X | Large Value |
| TRMCX | T. Rowe Price Mid-Cap Value | Owns companies we recommend for divestment | 3 | 3 | 2 | 3 | X | Mid-Cap Value |
| TAMVX | T. Rowe Price Mid-Cap Value Adv | Owns companies we recommend for divestment | 3 | 3 | 2 | 3 | X | Mid-Cap Value |
| TRMIX | T. Rowe Price Mid-Cap Value I | Owns companies we recommend for divestment | 3 | 3 | 2 | 3 | X | Mid-Cap Value |
| RRMVX | T. Rowe Price Mid-Cap Value R | Owns companies we recommend for divestment | 3 | 3 | 2 | 3 | X | Mid-Cap Value |
| TRTZX | T. Rowe Price Mid-Cap Value Z | Owns companies we recommend for divestment | 3 | 3 | 2 | 3 | X | Mid-Cap Value |
| PRNHX | T. Rowe Price New Horizons | Owns companies we recommend for divestment | 3 | 0 | 0 | 3 | X | Mid-Cap Growth |
| PRJIX | T. Rowe Price New Horizons I | Owns companies we recommend for divestment | 3 | 0 | 0 | 3 | X | Mid-Cap Growth |
| TRUZX | T. Rowe Price New Horizons Z | Owns companies we recommend for divestment | 3 | 0 | 0 | 3 | X | Mid-Cap Growth |
| NETZ | TCW Transform Systems ETF | Owns companies we recommend for divestment | 3 | 1 | 4 | 3 | V | Large Blend |
| SNTCX | Steward International Enhanced Index I | Owns companies we recommend for divestment | 3 | 2 | 2 | 3 | X | Foreign Large Blend |
| SGIGX | Steward Global Equity Income Fund R6 | Owns companies we recommend for divestment | 3 | 3 | 4 | 4 | X | Global Large-Stock Value |
| WEBAX | TETON Westwood Balanced AAA | Owns companies we recommend for divestment | 3 | 5 | 6 | 7 | X | Moderate Allocation |
| SPWO | SP Funds S&P World ETF | Owns companies we recommend for divestment | 3 | 3 | 6 | 7 | X | Foreign Large Growth |
| SCHE | Schwab Emerging Markets Equity ETF™ | Owns companies we recommend for divestment | 3 | 1 | 7 | 1 | X | Diversified Emerging Mkts |
| SICNX | Schwab® International Core Equity | Owns companies we recommend for divestment | 3 | 1 | 10 | 2 | X | Foreign Large Blend |
| SBHAX | Segall Bryant & Hamill All Cap Instl | Owns companies we recommend for divestment | 3 | 4 | 5 | 6 | X | Large Blend |
| SBRAX | Segall Bryant & Hamill All Cap Ret | Owns companies we recommend for divestment | 3 | 4 | 5 | 6 | X | Large Blend |
| SBSIX | Segall Bryant & Hamill Intl Sm Cp Ins | Owns companies we recommend for divestment | 3 | 0 | 8 | 0 | X | Foreign Small/Mid Value |
| SBHSX | Segall Bryant & Hamill Intl Sm Cp Ret | Owns companies we recommend for divestment | 3 | 0 | 8 | 0 | X | Foreign Small/Mid Value |
| SELV | SEI Enhanced Low Volatil US Lg Cap ETF | Owns companies we recommend for divestment | 3 | 9 | 7 | 8 | X | Large Value |
| GINX | SGI Enhanced Global Income ETF | Owns companies we recommend for divestment | 3 | 7 | 3 | 5 | X | Global Large-Stock Value |
| SIBAX | Sit Balanced | Owns companies we recommend for divestment | 3 | 4 | 8 | 10 | X | Moderate Allocation |
| NBNGX | Sit Mid Cap Growth | Owns companies we recommend for divestment | 3 | 2 | 1 | 4 | X | Mid-Cap Growth |
| SSCDX | Sit Small Cap Dividend Growth I | Owns companies we recommend for divestment | 3 | 1 | 0 | 4 | X | Small Blend |
| SDFSX | Sit Small Cap Dividend Growth S | Owns companies we recommend for divestment | 3 | 1 | 0 | 4 | X | Small Blend |
| NZUS | SPDR MSCI USA Climate Paris Aligned ETF | Owns companies we recommend for divestment | 3 | 6 | 10 | 13 | V | Large Growth |
| SGISX | Steward Global Equity Income Fund I | Owns companies we recommend for divestment | 3 | 3 | 4 | 4 | X | Global Large-Stock Value |
| DIA | SPDR® Dow Jones Industrial Avrg ETF Tr | Owns companies we recommend for divestment | 3 | 5 | 6 | 4 | X | Large Value |
| SPYD | SPDR® Portfolio S&P 500® High Div ETF | Owns companies we recommend for divestment | 3 | 3 | 3 | 5 | X | Mid-Cap Value |
| MDYG | SPDR® S&P 400 Mid Cap Growth ETF | Owns companies we recommend for divestment | 3 | 4 | 3 | 6 | X | Mid-Cap Growth |
| SPFFX | Sphere 500 Climate Fund | Owns companies we recommend for divestment | 3 | 14 | 15 | 15 | V | Large Blend |
| SUSIX | State Street Instl US Equity Inv | Owns companies we recommend for divestment | 3 | 8 | 9 | 10 | X | Large Blend |
| SUSSX | State Street Instl US Equity Svc | Owns companies we recommend for divestment | 3 | 8 | 9 | 10 | X | Large Blend |
| SSILX | State Street International Stock Sel A | Owns companies we recommend for divestment | 3 | 2 | 7 | 1 | X | Foreign Large Value |
| SSIPX | State Street International Stock Sel I | Owns companies we recommend for divestment | 3 | 2 | 7 | 1 | X | Foreign Large Value |
| SSIQX | State Street International Stock Sel K | Owns companies we recommend for divestment | 3 | 2 | 7 | 1 | X | Foreign Large Value |
| SSAIX | State Street International Stock Sel N | Owns companies we recommend for divestment | 3 | 2 | 7 | 1 | X | Foreign Large Value |
| SSAQX | State Street US Core Equity Fund | Owns companies we recommend for divestment | 3 | 8 | 9 | 10 | X | Large Blend |
| SGIDX | Steward Global Equity Income Fund A | Owns companies we recommend for divestment | 3 | 3 | 4 | 4 | X | Global Large-Stock Value |
| SGIFX | Steward Global Equity Income Fund C | Owns companies we recommend for divestment | 3 | 3 | 4 | 4 | X | Global Large-Stock Value |
| WEBCX | TETON Westwood Balanced A | Owns companies we recommend for divestment | 3 | 5 | 6 | 7 | X | Moderate Allocation |
| WBCCX | TETON Westwood Balanced C | Owns companies we recommend for divestment | 3 | 5 | 6 | 7 | X | Moderate Allocation |
| VMGMX | Vanguard Mid-Cap Growth Index Admiral | Owns companies we recommend for divestment | 3 | 2 | 4 | 5 | X | Mid-Cap Growth |
| VEMRX | Vanguard Emerging Mkts Stock Idx InsPlus | Owns companies we recommend for divestment | 3 | 1 | 8 | 1 | X | Diversified Emerging Mkts |
| VLIFX | Value Line Mid Cap Focused | Owns companies we recommend for divestment | 3 | 2 | 1 | 3 | X | Mid-Cap Growth |
| VLMIX | Value Line Mid Cap Focused Institutional | Owns companies we recommend for divestment | 3 | 2 | 1 | 3 | X | Mid-Cap Growth |
| RAAX | VanEck Inflation Allocation ETF | Owns companies we recommend for divestment | 3 | 2 | 6 | 2 | X | Moderate Allocation |
| MOAT | VanEck Morningstar Wide Moat ETF | Owns companies we recommend for divestment | 3 | 2 | 5 | 9 | X | Large Blend |
| MWMIX | VanEck Morningstar Wide Moat I | Owns companies we recommend for divestment | 3 | 2 | 5 | 9 | X | Large Blend |
| MVAL | VanEck Morningstar Wide Moat Value ETF | Owns companies we recommend for divestment | 3 | 1 | 4 | 4 | X | Large Value |
| MWMZX | VanEck Morningstar Wide Moat Z | Owns companies we recommend for divestment | 3 | 2 | 5 | 9 | X | Large Blend |
| VADGX | Vanguard Advice Select Dividend Gr Admrl | Owns companies we recommend for divestment | 3 | 2 | 3 | 5 | X | Large Blend |
| VCR | Vanguard Consumer Discretionary ETF | Owns companies we recommend for divestment | 3 | 9 | 11 | 6 | X | Consumer Cyclical |
| VCDAX | Vanguard Consumer Discretionary Idx Adm | Owns companies we recommend for divestment | 3 | 9 | 11 | 6 | X | Consumer Cyclical |
| VDIGX | Vanguard Dividend Growth Inv | Owns companies we recommend for divestment | 3 | 2 | 3 | 6 | X | Large Blend |
| VEMAX | Vanguard Emerging Mkts Stock Idx Adm | Owns companies we recommend for divestment | 3 | 1 | 8 | 1 | X | Diversified Emerging Mkts |
| VEMIX | Vanguard Emerging Mkts Stock Idx Instl | Owns companies we recommend for divestment | 3 | 1 | 8 | 1 | X | Diversified Emerging Mkts |
| UBVFX | Undiscovered Managers Behavioral Val R6 | Owns companies we recommend for divestment | 3 | 1 | 1 | 3 | X | Small Value |
| VEIEX | Vanguard Emerging Mkts Stock Idx Inv | Owns companies we recommend for divestment | 3 | 1 | 8 | 1 | X | Diversified Emerging Mkts |
| VEXRX | Vanguard Explorer Adm | Owns companies we recommend for divestment | 3 | 6 | 2 | 7 | X | Small Growth |
| VEXPX | Vanguard Explorer Inv | Owns companies we recommend for divestment | 3 | 6 | 2 | 7 | X | Small Growth |
| VFH | Vanguard Financials ETF | Owns companies we recommend for divestment | 3 | 8 | 1 | 7 | X | Financial |
| VFAIX | Vanguard Financials Index Admiral | Owns companies we recommend for divestment | 3 | 8 | 1 | 7 | X | Financial |
| VWO | Vanguard FTSE Emerging Markets ETF | Owns companies we recommend for divestment | 3 | 1 | 8 | 1 | X | Diversified Emerging Mkts |
| VNQI | Vanguard Global ex-US Real Est ETF | Owns companies we recommend for divestment | 3 | 0 | 4 | 0 | X | Global Real Estate |
| VGRLX | Vanguard Global ex-US Real Est Idx Adm | Owns companies we recommend for divestment | 3 | 0 | 4 | 0 | X | Global Real Estate |
| VGRNX | Vanguard Global ex-US Real Est Idx Ins | Owns companies we recommend for divestment | 3 | 0 | 4 | 0 | X | Global Real Estate |
| VGT | Vanguard Information Technology ETF | Owns companies we recommend for divestment | 3 | 3 | 8 | 9 | X | Technology |
| VITAX | Vanguard Information Technology Idx Adm | Owns companies we recommend for divestment | 3 | 3 | 8 | 9 | X | Technology |
| VOT | Vanguard Mid-Cap Growth ETF | Owns companies we recommend for divestment | 3 | 2 | 4 | 5 | X | Mid-Cap Growth |
| VCSTX | VALIC Company I Science & Technology | Owns companies we recommend for divestment | 3 | 3 | 11 | 11 | X | Technology |
| UBVVX | Undiscovered Managers Behavioral Val R5 | Owns companies we recommend for divestment | 3 | 1 | 1 | 3 | X | Small Value |
| WBBIX | TETON Westwood Balanced I | Owns companies we recommend for divestment | 3 | 5 | 6 | 7 | X | Moderate Allocation |
| TEGAX | Touchstone Mid Cap Growth A | Owns companies we recommend for divestment | 3 | 1 | 1 | 3 | X | Mid-Cap Growth |
| WEECX | TETON Westwood Equity A | Owns companies we recommend for divestment | 3 | 4 | 5 | 6 | X | Large Value |
| WESWX | TETON Westwood Equity AAA | Owns companies we recommend for divestment | 3 | 4 | 5 | 6 | X | Large Value |
| WEQCX | TETON Westwood Equity C | Owns companies we recommend for divestment | 3 | 4 | 5 | 6 | X | Large Value |
| WEEIX | TETON Westwood Equity I | Owns companies we recommend for divestment | 3 | 4 | 5 | 6 | X | Large Value |
| XLK | The Technology Select Sector SPDR® ETF | Owns companies we recommend for divestment | 3 | 2 | 6 | 7 | X | Technology |
| BIGTX | The Texas I | Owns companies we recommend for divestment | 3 | 1 | 4 | 3 | X | Mid-Cap Blend |
| USCF | Themes US Cash Flow Champions ETF | Owns companies we recommend for divestment | 3 | 4 | 4 | 1 | X | Large Value |
| THPGX | Thompson LargeCap | Owns companies we recommend for divestment | 3 | 4 | 7 | 3 | X | Large Value |
| Thrivent Core Mid Cap Value | Owns companies we recommend for divestment | 3 | 0 | 2 | 3 | X | Mid-Cap Value |
| AAUTX | Thrivent Large Cap Value A | Owns companies we recommend for divestment | 3 | 2 | 12 | 4 | X | Large Value |
| TLVIX | Thrivent Large Cap Value S | Owns companies we recommend for divestment | 3 | 2 | 12 | 4 | X | Large Value |
| TMCVX | Thrivent Mid Cap Value S | Owns companies we recommend for divestment | 3 | 0 | 2 | 3 | X | Mid-Cap Value |
| TOECX | Touchstone Mid Cap Growth C | Owns companies we recommend for divestment | 3 | 1 | 1 | 3 | X | Mid-Cap Growth |
| UBVUX | Undiscovered Managers Behavioral Val R4 | Owns companies we recommend for divestment | 3 | 1 | 1 | 3 | X | Small Value |
| TEGIX | Touchstone Mid Cap Growth Inst | Owns companies we recommend for divestment | 3 | 1 | 1 | 3 | X | Mid-Cap Growth |
| TFGRX | Touchstone Mid Cap Growth R6 | Owns companies we recommend for divestment | 3 | 1 | 1 | 3 | X | Mid-Cap Growth |
| TEGYX | Touchstone Mid Cap Growth Y | Owns companies we recommend for divestment | 3 | 1 | 1 | 3 | X | Mid-Cap Growth |
| TCVAX | Touchstone Mid Cap Value A | Owns companies we recommend for divestment | 3 | 4 | 1 | 5 | X | Mid-Cap Value |
| TMFCX | Touchstone Mid Cap Value C | Owns companies we recommend for divestment | 3 | 4 | 1 | 5 | X | Mid-Cap Value |
| TCVIX | Touchstone Mid Cap Value Inst | Owns companies we recommend for divestment | 3 | 4 | 1 | 5 | X | Mid-Cap Value |
| TCVYX | Touchstone Mid Cap Value Y | Owns companies we recommend for divestment | 3 | 4 | 1 | 5 | X | Mid-Cap Value |
| UBVAX | Undiscovered Managers Behavioral Val A | Owns companies we recommend for divestment | 3 | 1 | 1 | 3 | X | Small Value |
| UBVCX | Undiscovered Managers Behavioral Val C | Owns companies we recommend for divestment | 3 | 1 | 1 | 3 | X | Small Value |
| UBVSX | Undiscovered Managers Behavioral Val I | Owns companies we recommend for divestment | 3 | 1 | 1 | 3 | X | Small Value |
| UBVLX | Undiscovered Managers Behavioral Val L | Owns companies we recommend for divestment | 3 | 1 | 1 | 3 | X | Small Value |
| UBVRX | Undiscovered Managers Behavioral Val R2 | Owns companies we recommend for divestment | 3 | 1 | 1 | 3 | X | Small Value |
| UBVTX | Undiscovered Managers Behavioral Val R3 | Owns companies we recommend for divestment | 3 | 1 | 1 | 3 | X | Small Value |
| TCLCX | Nuveen Large Cap Value A | Owns companies we recommend for divestment | 4 | 4 | 8 | 5 | X | Large Value |
| TRCPX | Nuveen Large Cap Value Premier | Owns companies we recommend for divestment | 4 | 4 | 8 | 5 | X | Large Value |
| JNL/WMC Equity Income I | Owns companies we recommend for divestment | 3 | 3 | 5 | 4 | X | Large Value |
| VEVFX | Vanguard Explorer Value Inv | Owns companies we recommend for divestment | 5 | 3 | 1 | 5 | X | Small Blend |
| TAAHX | Transamerica Multi-Managed Balanced R | Owns companies we recommend for divestment | 5 | 9 | 12 | 13 | X | Moderate Allocation |
| TAMMX | Transamerica Multi-Managed Balanced R6 | Owns companies we recommend for divestment | 5 | 9 | 12 | 13 | X | Moderate Allocation |
| IIVAX | Transamerica Small/Mid Cap Value A | Owns companies we recommend for divestment | 5 | 2 | 5 | 7 | X | Mid-Cap Value |
| IIVLX | Transamerica Small/Mid Cap Value C | Owns companies we recommend for divestment | 5 | 2 | 5 | 7 | X | Mid-Cap Value |
| TSVIX | Transamerica Small/Mid Cap Value I | Owns companies we recommend for divestment | 5 | 2 | 5 | 7 | X | Mid-Cap Value |
| TSMVX | Transamerica Small/Mid Cap Value I2 | Owns companies we recommend for divestment | 5 | 2 | 5 | 7 | X | Mid-Cap Value |
| TASMX | Transamerica Small/Mid Cap Value R6 | Owns companies we recommend for divestment | 5 | 2 | 5 | 7 | X | Mid-Cap Value |
| JETS | US Global Jets ETF | Owns companies we recommend for divestment | 5 | 1 | 6 | 4 | X | Industrials |
| VCIGX | VALIC Company I Dividend Value | Owns companies we recommend for divestment | 5 | 4 | 11 | 11 | X | Large Value |
| VMSGX | VALIC Company I Mid Cap Strategic Gr | Owns companies we recommend for divestment | 5 | 2 | 3 | 7 | X | Mid-Cap Growth |
| VVMCX | VALIC Company I Mid Cap Value | Owns companies we recommend for divestment | 5 | 2 | 6 | 8 | X | Mid-Cap Value |
| VSRDX | VALIC Company I U.S. Socially Rspnb | Owns companies we recommend for divestment | 5 | 7 | 12 | 9 | V | Large Blend |
| VMGRX | Vanguard Mid Cap Growth Inv | Owns companies we recommend for divestment | 5 | 1 | 2 | 7 | X | Mid-Cap Growth |
| IBLLX | Transamerica Multi-Managed Balanced C | Owns companies we recommend for divestment | 5 | 9 | 12 | 13 | X | Moderate Allocation |
| VOE | Vanguard Mid-Cap Value ETF | Owns companies we recommend for divestment | 5 | 6 | 3 | 6 | X | Mid-Cap Value |
| VMVAX | Vanguard Mid-Cap Value Index Admiral | Owns companies we recommend for divestment | 5 | 6 | 3 | 6 | X | Mid-Cap Value |
| VMVIX | Vanguard Mid-Cap Value Index Investor | Owns companies we recommend for divestment | 5 | 6 | 3 | 6 | X | Mid-Cap Value |
| VTWG | Vanguard Russell 2000 Growth ETF | Owns companies we recommend for divestment | 5 | 7 | 4 | 5 | X | Small Growth |
| VRTGX | Vanguard Russell 2000 Growth Index I | Owns companies we recommend for divestment | 5 | 7 | 4 | 5 | X | Small Growth |
| UGEIX | Victory Global Equity Income | Owns companies we recommend for divestment | 5 | 8 | 8 | 5 | X | Global Large-Stock Value |
| USISX | Victory Income Stock | Owns companies we recommend for divestment | 5 | 6 | 7 | 4 | X | Large Value |
| UIISX | Victory Income Stock Institutional | Owns companies we recommend for divestment | 5 | 6 | 7 | 4 | X | Large Value |
| VSMV | VictoryShares US Mult-Fctr Mnmm Vltl ETF | Owns companies we recommend for divestment | 5 | 6 | 8 | 7 | X | Large Value |
| MODL | VictoryShares WestEnd U.S. Sector ETF | Owns companies we recommend for divestment | 5 | 19 | 16 | 16 | X | Large Blend |
| PNBAX | Virtus NFJ Large-Cap Value A | Owns companies we recommend for divestment | 5 | 4 | 5 | 10 | X | Large Value |
| PNBCX | Virtus NFJ Large-Cap Value C | Owns companies we recommend for divestment | 5 | 4 | 5 | 10 | X | Large Value |
| TBLIX | Transamerica Multi-Managed Balanced I | Owns companies we recommend for divestment | 5 | 9 | 12 | 13 | X | Moderate Allocation |
| IBALX | Transamerica Multi-Managed Balanced A | Owns companies we recommend for divestment | 5 | 9 | 12 | 13 | X | Moderate Allocation |
| VAAGX | Virtus NFJ Large-Cap Value R6 | Owns companies we recommend for divestment | 5 | 4 | 5 | 10 | X | Large Value |
| STXI | Strive International Developed Mkts ETF | Owns companies we recommend for divestment | 5 | 4 | 14 | 7 | X | Foreign Large Blend |
| PPNPX | Principal SmallCap Growth I R5 | Owns companies we recommend for divestment | 5 | 8 | 4 | 6 | X | Small Growth |
| PCSMX | Principal SmallCap Growth I R6 | Owns companies we recommend for divestment | 5 | 8 | 4 | 6 | X | Small Growth |
| LGPIX | ProFunds Large Cap Growth Inv | Owns companies we recommend for divestment | 5 | 7 | 11 | 11 | X | Large Growth |
| LGPSX | ProFunds Large Cap Growth Svc | Owns companies we recommend for divestment | 5 | 7 | 11 | 11 | X | Large Growth |
| SWDSX | Schwab Dividend Equity | Owns companies we recommend for divestment | 5 | 3 | 8 | 6 | X | Large Value |
| SFREX | Schwab Fundamental Global Real Estt Idx | Owns companies we recommend for divestment | 5 | 1 | 4 | 1 | X | Global Real Estate |
| SSEAX | SEI Screened World Equity Ex-US A (SIIT) | Owns companies we recommend for divestment | 5 | 2 | 13 | 4 | X | Foreign Large Blend |
| SGLIX | SGI Global Equity I | Owns companies we recommend for divestment | 5 | 11 | 5 | 7 | X | Global Large-Stock Blend |
| DTAN | Sparkline International IntangibleValETF | Owns companies we recommend for divestment | 5 | 3 | 9 | 4 | X | Foreign Large Value |
| STFBX | State Farm Balanced | Owns companies we recommend for divestment | 5 | 12 | 13 | 11 | X | Moderate Allocation |
| SJVAX | Steward Large Cap Value A | Owns companies we recommend for divestment | 5 | 8 | 10 | 7 | X | Large Value |
| SJVIX | Steward Large Cap Value I | Owns companies we recommend for divestment | 5 | 8 | 10 | 7 | X | Large Value |
| PRDMX | T. Rowe Price Diversified Mid Cap Gr | Owns companies we recommend for divestment | 5 | 3 | 3 | 6 | X | Mid-Cap Growth |
| TBLRX | Transamerica Balanced II R | Owns companies we recommend for divestment | 5 | 9 | 12 | 13 | X | Moderate Allocation |
| RPTTX | T. Rowe Price Diversified Mid Cap Gr I | Owns companies we recommend for divestment | 5 | 3 | 3 | 6 | X | Mid-Cap Growth |
| TOUS | T. Rowe Price International Equity ETF | Owns companies we recommend for divestment | 5 | 2 | 7 | 5 | X | Foreign Large Blend |
| TRMNX | T. Rowe Price Mid-Cap Index | Owns companies we recommend for divestment | 5 | 8 | 6 | 12 | X | Mid-Cap Growth |
| TRMSX | T. Rowe Price Mid-Cap Index I | Owns companies we recommend for divestment | 5 | 8 | 6 | 12 | X | Mid-Cap Growth |
| TRSZX | T. Rowe Price Mid-Cap Index Z | Owns companies we recommend for divestment | 5 | 8 | 6 | 12 | X | Mid-Cap Growth |
| Thrivent Core Low Volatility Equity | Owns companies we recommend for divestment | 5 | 9 | 8 | 11 | X | Large Blend |
| TQCAX | Touchstone Dividend Equity A | Owns companies we recommend for divestment | 5 | 5 | 10 | 7 | X | Large Value |
| TQCCX | Touchstone Dividend Equity C | Owns companies we recommend for divestment | 5 | 5 | 10 | 7 | X | Large Value |
| TQCIX | Touchstone Dividend Equity Institutional | Owns companies we recommend for divestment | 5 | 5 | 10 | 7 | X | Large Value |
| TQCRX | Touchstone Dividend Equity R6 | Owns companies we recommend for divestment | 5 | 5 | 10 | 7 | X | Large Value |
| TQCYX | Touchstone Dividend Equity Y | Owns companies we recommend for divestment | 5 | 5 | 10 | 7 | X | Large Value |
| TBLTX | Transamerica Balanced II I3 | Owns companies we recommend for divestment | 5 | 9 | 12 | 13 | X | Moderate Allocation |
| ANVIX | Virtus NFJ Large-Cap Value Fund Inst | Owns companies we recommend for divestment | 5 | 4 | 5 | 10 | X | Large Value |
| IFTAX | Voya International High Div Low Vol A | Owns companies we recommend for divestment | 5 | 1 | 6 | 4 | X | Foreign Large Value |
| PSIJX | Principal SmallCap Growth I J | Owns companies we recommend for divestment | 5 | 8 | 4 | 6 | X | Small Growth |
| CEUCX | American Funds Europacific Growth 529C | Owns companies we recommend for divestment | 6 | 3 | 13 | 5 | X | Foreign Large Growth |
| AMPFX | American Funds AMCAP F1 | Owns companies we recommend for divestment | 6 | 6 | 11 | 12 | X | Large Growth |
| AMCFX | American Funds AMCAP F2 | Owns companies we recommend for divestment | 6 | 6 | 11 | 12 | X | Large Growth |
| FMACX | American Funds AMCAP F3 | Owns companies we recommend for divestment | 6 | 6 | 11 | 12 | X | Large Growth |
| RAFAX | American Funds AMCAP R1 | Owns companies we recommend for divestment | 6 | 6 | 11 | 12 | X | Large Growth |
| RAFBX | American Funds AMCAP R2 | Owns companies we recommend for divestment | 6 | 6 | 11 | 12 | X | Large Growth |
| RAEBX | American Funds AMCAP R2E | Owns companies we recommend for divestment | 6 | 6 | 11 | 12 | X | Large Growth |
| RAFCX | American Funds AMCAP R3 | Owns companies we recommend for divestment | 6 | 6 | 11 | 12 | X | Large Growth |
| RAFEX | American Funds AMCAP R4 | Owns companies we recommend for divestment | 6 | 6 | 11 | 12 | X | Large Growth |
| RAFFX | American Funds AMCAP R5 | Owns companies we recommend for divestment | 6 | 6 | 11 | 12 | X | Large Growth |
| RAEFX | American Funds AMCAP R5E | Owns companies we recommend for divestment | 6 | 6 | 11 | 12 | X | Large Growth |
| RAFGX | American Funds AMCAP R6 | Owns companies we recommend for divestment | 6 | 6 | 11 | 12 | X | Large Growth |
| CEUAX | American Funds Europacific Growth 529A | Owns companies we recommend for divestment | 6 | 3 | 13 | 5 | X | Foreign Large Growth |
| CEUEX | American Funds Europacific Growth 529E | Owns companies we recommend for divestment | 6 | 3 | 13 | 5 | X | Foreign Large Growth |
| AMCPX | American Funds AMCAP A | Owns companies we recommend for divestment | 6 | 6 | 11 | 12 | X | Large Growth |
| CEUFX | American Funds Europacific Growth 529F1 | Owns companies we recommend for divestment | 6 | 3 | 13 | 5 | X | Foreign Large Growth |
| FUEPX | American Funds Europacific Growth 529F2 | Owns companies we recommend for divestment | 6 | 3 | 13 | 5 | X | Foreign Large Growth |
| FEPUX | American Funds Europacific Growth 529F3 | Owns companies we recommend for divestment | 6 | 3 | 13 | 5 | X | Foreign Large Growth |
| AEPGX | American Funds Europacific Growth A | Owns companies we recommend for divestment | 6 | 3 | 13 | 5 | X | Foreign Large Growth |
| AEPCX | American Funds Europacific Growth C | Owns companies we recommend for divestment | 6 | 3 | 13 | 5 | X | Foreign Large Growth |
| AEGFX | American Funds Europacific Growth F1 | Owns companies we recommend for divestment | 6 | 3 | 13 | 5 | X | Foreign Large Growth |
| AEPFX | American Funds Europacific Growth F2 | Owns companies we recommend for divestment | 6 | 3 | 13 | 5 | X | Foreign Large Growth |
| FEUPX | American Funds Europacific Growth F3 | Owns companies we recommend for divestment | 6 | 3 | 13 | 5 | X | Foreign Large Growth |
| RERAX | American Funds Europacific Growth R1 | Owns companies we recommend for divestment | 6 | 3 | 13 | 5 | X | Foreign Large Growth |
| RERBX | American Funds Europacific Growth R2 | Owns companies we recommend for divestment | 6 | 3 | 13 | 5 | X | Foreign Large Growth |
| REEBX | American Funds Europacific Growth R2E | Owns companies we recommend for divestment | 6 | 3 | 13 | 5 | X | Foreign Large Growth |
| RERCX | American Funds Europacific Growth R3 | Owns companies we recommend for divestment | 6 | 3 | 13 | 5 | X | Foreign Large Growth |
| AMPCX | American Funds AMCAP C | Owns companies we recommend for divestment | 6 | 6 | 11 | 12 | X | Large Growth |
| CAFFX | American Funds AMCAP 529F1 | Owns companies we recommend for divestment | 6 | 6 | 11 | 12 | X | Large Growth |
| IFTIX | Voya International High Div Low Vol I | Owns companies we recommend for divestment | 5 | 1 | 6 | 4 | X | Foreign Large Value |
| IAXIX | VY® T. Rowe Price Divers Mid Cap Gr I | Owns companies we recommend for divestment | 5 | 3 | 3 | 6 | X | Mid-Cap Growth |
| IFTSX | Voya International High Div Low Vol S | Owns companies we recommend for divestment | 5 | 1 | 6 | 4 | X | Foreign Large Value |
| ITFEX | Voya International High Div Low Vol S2 | Owns companies we recommend for divestment | 5 | 1 | 6 | 4 | X | Foreign Large Value |
| IRLAX | Voya Russell Large Cap Growth Idx Port A | Owns companies we recommend for divestment | 5 | 7 | 11 | 7 | X | Large Growth |
| IRLNX | Voya Russell Large Cap Growth Idx Port I | Owns companies we recommend for divestment | 5 | 7 | 11 | 7 | X | Large Growth |
| IRLSX | Voya Russell Large Cap Growth Idx Port S | Owns companies we recommend for divestment | 5 | 7 | 11 | 7 | X | Large Growth |
| ISBAX | VY® Columbia Contrarian Core A | Owns companies we recommend for divestment | 5 | 4 | 10 | 9 | X | Large Blend |
| ISFIX | VY® Columbia Contrarian Core I | Owns companies we recommend for divestment | 5 | 4 | 10 | 9 | X | Large Blend |
| ISCSX | VY® Columbia Contrarian Core S | Owns companies we recommend for divestment | 5 | 4 | 10 | 9 | X | Large Blend |
| IVKAX | VY® Invesco Comstock A | Owns companies we recommend for divestment | 5 | 4 | 8 | 4 | X | Large Value |
| IVKIX | VY® Invesco Comstock I | Owns companies we recommend for divestment | 5 | 4 | 8 | 4 | X | Large Value |
| IVKSX | VY® Invesco Comstock S | Owns companies we recommend for divestment | 5 | 4 | 8 | 4 | X | Large Value |
| IAXAX | VY® T. Rowe Price Divers Mid Cap Gr A | Owns companies we recommend for divestment | 5 | 3 | 3 | 6 | X | Mid-Cap Growth |
| VYRIX | VY® T. Rowe Price Divers Mid Cap Gr R6 | Owns companies we recommend for divestment | 5 | 3 | 3 | 6 | X | Mid-Cap Growth |
| CAFEX | American Funds AMCAP 529E | Owns companies we recommend for divestment | 6 | 6 | 11 | 12 | X | Large Growth |
| IAXSX | VY® T. Rowe Price Divers Mid Cap Gr S | Owns companies we recommend for divestment | 5 | 3 | 3 | 6 | X | Mid-Cap Growth |
| IAXTX | VY® T. Rowe Price Divers Mid Cap Gr S2 | Owns companies we recommend for divestment | 5 | 3 | 3 | 6 | X | Mid-Cap Growth |
| WDIAX | Wilmington Enhanced Div Inc Strat A | Owns companies we recommend for divestment | 5 | 3 | 7 | 3 | X | Large Value |
| WDIIX | Wilmington Enhanced Div Inc Strat I | Owns companies we recommend for divestment | 5 | 3 | 7 | 3 | X | Large Value |
| DWMF | WisdomTree International Mltfctr | Owns companies we recommend for divestment | 5 | 4 | 6 | 5 | X | Foreign Large Value |
| AIVL | WisdomTree US Al Enhanced Val ETF | Owns companies we recommend for divestment | 5 | 2 | 8 | 4 | X | Mid-Cap Value |
| DON | WisdomTree US MidCap Dividend ETF | Owns companies we recommend for divestment | 5 | 6 | 3 | 9 | X | Mid-Cap Value |
| TRFM | AAM Transformers ETF | Owns companies we recommend for divestment | 6 | 5 | 10 | 10 | X | Technology |
| VALQ | American Century® U.S. Quality Value ETF | Owns companies we recommend for divestment | 6 | 13 | 15 | 12 | X | Large Value |
| FMMMX | American Funds AMCAP 529-F-2 | Owns companies we recommend for divestment | 6 | 6 | 11 | 12 | X | Large Growth |
| FMCMX | American Funds AMCAP 529-F-3 | Owns companies we recommend for divestment | 6 | 6 | 11 | 12 | X | Large Growth |
| CAFAX | American Funds AMCAP 529A | Owns companies we recommend for divestment | 6 | 6 | 11 | 12 | X | Large Growth |
| CAFCX | American Funds AMCAP 529C | Owns companies we recommend for divestment | 6 | 6 | 11 | 12 | X | Large Growth |
| PPNMX | Principal SmallCap Growth I R3 | Owns companies we recommend for divestment | 5 | 8 | 4 | 6 | X | Small Growth |
| PGRTX | Principal SmallCap Growth I Instl | Owns companies we recommend for divestment | 5 | 8 | 4 | 6 | X | Small Growth |
| RERFX | American Funds Europacific Growth R5 | Owns companies we recommend for divestment | 6 | 3 | 13 | 5 | X | Foreign Large Growth |
| BMSFX | MFS Blended Research Mid Cap Eq A | Owns companies we recommend for divestment | 5 | 2 | 4 | 5 | X | Mid-Cap Blend |
| MGRFX | MassMutual Mid Cap Growth R5 | Owns companies we recommend for divestment | 5 | 2 | 3 | 7 | X | Mid-Cap Growth |
| MEFYX | MassMutual Mid Cap Growth Svc | Owns companies we recommend for divestment | 5 | 2 | 3 | 7 | X | Mid-Cap Growth |
| MMNGX | MassMutual Mid Cap Growth Y | Owns companies we recommend for divestment | 5 | 2 | 3 | 7 | X | Mid-Cap Growth |
| MUEAX | MFS Blended Research Core Equity A | Owns companies we recommend for divestment | 5 | 7 | 11 | 11 | X | Large Blend |
| MUSBX | MFS Blended Research Core Equity B | Owns companies we recommend for divestment | 5 | 7 | 11 | 11 | X | Large Blend |
| MUECX | MFS Blended Research Core Equity C | Owns companies we recommend for divestment | 5 | 7 | 11 | 11 | X | Large Blend |
| MUSEX | MFS Blended Research Core Equity I | Owns companies we recommend for divestment | 5 | 7 | 11 | 11 | X | Large Blend |
| MUERX | MFS Blended Research Core Equity R1 | Owns companies we recommend for divestment | 5 | 7 | 11 | 11 | X | Large Blend |
| MUESX | MFS Blended Research Core Equity R2 | Owns companies we recommend for divestment | 5 | 7 | 11 | 11 | X | Large Blend |
| MUETX | MFS Blended Research Core Equity R3 | Owns companies we recommend for divestment | 5 | 7 | 11 | 11 | X | Large Blend |
| MUEUX | MFS Blended Research Core Equity R4 | Owns companies we recommend for divestment | 5 | 7 | 11 | 11 | X | Large Blend |
| MUEVX | MFS Blended Research Core Equity R6 | Owns companies we recommend for divestment | 5 | 7 | 11 | 11 | X | Large Blend |
| BMSBX | MFS Blended Research Mid Cap Eq B | Owns companies we recommend for divestment | 5 | 2 | 4 | 5 | X | Mid-Cap Blend |
| MEFNX | MassMutual Mid Cap Growth R3 | Owns companies we recommend for divestment | 5 | 2 | 3 | 7 | X | Mid-Cap Growth |
| BMSDX | MFS Blended Research Mid Cap Eq C | Owns companies we recommend for divestment | 5 | 2 | 4 | 5 | X | Mid-Cap Blend |
| BMSLX | MFS Blended Research Mid Cap Eq I | Owns companies we recommend for divestment | 5 | 2 | 4 | 5 | X | Mid-Cap Blend |
| BMSRX | MFS Blended Research Mid Cap Eq R1 | Owns companies we recommend for divestment | 5 | 2 | 4 | 5 | X | Mid-Cap Blend |
| BMSSX | MFS Blended Research Mid Cap Eq R2 | Owns companies we recommend for divestment | 5 | 2 | 4 | 5 | X | Mid-Cap Blend |
| BMSTX | MFS Blended Research Mid Cap Eq R3 | Owns companies we recommend for divestment | 5 | 2 | 4 | 5 | X | Mid-Cap Blend |
| BMSVX | MFS Blended Research Mid Cap Eq R4 | Owns companies we recommend for divestment | 5 | 2 | 4 | 5 | X | Mid-Cap Blend |
| BMSYX | MFS Blended Research Mid Cap Eq R6 | Owns companies we recommend for divestment | 5 | 2 | 4 | 5 | X | Mid-Cap Blend |
| MLVAX | MFS Low Volatility Equity A | Owns companies we recommend for divestment | 5 | 5 | 3 | 9 | X | Large Blend |
| MLVBX | MFS Low Volatility Equity B | Owns companies we recommend for divestment | 5 | 5 | 3 | 9 | X | Large Blend |
| MLVGX | MFS Low Volatility Equity C | Owns companies we recommend for divestment | 5 | 5 | 3 | 9 | X | Large Blend |
| MLVHX | MFS Low Volatility Equity I | Owns companies we recommend for divestment | 5 | 5 | 3 | 9 | X | Large Blend |
| MLVMX | MFS Low Volatility Equity R1 | Owns companies we recommend for divestment | 5 | 5 | 3 | 9 | X | Large Blend |
| MEFFX | MassMutual Mid Cap Growth R4 | Owns companies we recommend for divestment | 5 | 2 | 3 | 7 | X | Mid-Cap Growth |
| MEFZX | MassMutual Mid Cap Growth I | Owns companies we recommend for divestment | 5 | 2 | 3 | 7 | X | Mid-Cap Growth |
| MLVPX | MFS Low Volatility Equity R3 | Owns companies we recommend for divestment | 5 | 5 | 3 | 9 | X | Large Blend |
| JVAYX | JPMorgan Value Advantage R6 | Owns companies we recommend for divestment | 5 | 4 | 11 | 6 | X | Large Value |
| JIVMX | JPMorgan U.S. Applied Data Sci Val R6 | Owns companies we recommend for divestment | 5 | 6 | 6 | 9 | X | Large Value |
| JDEAX | JPMorgan US Research Enhanced Equity A | Owns companies we recommend for divestment | 5 | 8 | 12 | 13 | X | Large Blend |
| JDESX | JPMorgan US Research Enhanced Equity I | Owns companies we recommend for divestment | 5 | 8 | 12 | 13 | X | Large Blend |
| JDEUX | JPMorgan US Research Enhanced Equity R6 | Owns companies we recommend for divestment | 5 | 8 | 12 | 13 | X | Large Blend |
| JVAAX | JPMorgan Value Advantage A | Owns companies we recommend for divestment | 5 | 4 | 11 | 6 | X | Large Value |
| JVACX | JPMorgan Value Advantage C | Owns companies we recommend for divestment | 5 | 4 | 11 | 6 | X | Large Value |
| JVASX | JPMorgan Value Advantage I | Owns companies we recommend for divestment | 5 | 4 | 11 | 6 | X | Large Value |
| JVAIX | JPMorgan Value Advantage L | Owns companies we recommend for divestment | 5 | 4 | 11 | 6 | X | Large Value |
| JGAQX | JPMorgan Value Advantage R2 | Owns companies we recommend for divestment | 5 | 4 | 11 | 6 | X | Large Value |
| JVAPX | JPMorgan Value Advantage R3 | Owns companies we recommend for divestment | 5 | 4 | 11 | 6 | X | Large Value |
| JVAQX | JPMorgan Value Advantage R4 | Owns companies we recommend for divestment | 5 | 4 | 11 | 6 | X | Large Value |
| JVARX | JPMorgan Value Advantage R5 | Owns companies we recommend for divestment | 5 | 4 | 11 | 6 | X | Large Value |
| LSAF | LeaderSharesTM AlphaFactor® US Cr Eq ETF | Owns companies we recommend for divestment | 5 | 1 | 7 | 6 | X | Mid-Cap Blend |
| MMELX | MassMutual Mid Cap Growth Adm | Owns companies we recommend for divestment | 5 | 2 | 3 | 7 | X | Mid-Cap Growth |
| LQAI | LG QRAFT AI-Powrd U.S. Lg Cp Cor ETF | Owns companies we recommend for divestment | 5 | 6 | 12 | 9 | X | Large Blend |
| LSVEX | LSV Value Equity | Owns companies we recommend for divestment | 5 | 8 | 13 | 9 | X | Large Value |
| LVAEX | LSV Value Equity Investor | Owns companies we recommend for divestment | 5 | 8 | 13 | 9 | X | Large Value |
| MNDFX | Manning & Napier Disciplined Value I | Owns companies we recommend for divestment | 5 | 3 | 7 | 4 | X | Large Value |
| MDFSX | Manning & Napier Disciplined Value S | Owns companies we recommend for divestment | 5 | 3 | 7 | 4 | X | Large Value |
| MDVWX | Manning & Napier Disciplined Value W | Owns companies we recommend for divestment | 5 | 3 | 7 | 4 | X | Large Value |
| MDVZX | Manning & Napier Disciplined Value Z | Owns companies we recommend for divestment | 5 | 3 | 7 | 4 | X | Large Value |
| MNBIX | Manning & Napier Pro-Blend Extnd Term I | Owns companies we recommend for divestment | 5 | 2 | 8 | 8 | X | Moderate Allocation |
| MNECX | Manning & Napier Pro-Blend Extnd Term L | Owns companies we recommend for divestment | 5 | 2 | 8 | 8 | X | Moderate Allocation |
| MNBRX | Manning & Napier Pro-Blend Extnd Term R | Owns companies we recommend for divestment | 5 | 2 | 8 | 8 | X | Moderate Allocation |
| MNBAX | Manning & Napier Pro-Blend Extnd Term S | Owns companies we recommend for divestment | 5 | 2 | 8 | 8 | X | Moderate Allocation |
| MNBWX | Manning & Napier Pro-Blend Extnd Term W | Owns companies we recommend for divestment | 5 | 2 | 8 | 8 | X | Moderate Allocation |
| MEFAX | MassMutual Mid Cap Growth A | Owns companies we recommend for divestment | 5 | 2 | 3 | 7 | X | Mid-Cap Growth |
| MLVOX | MFS Low Volatility Equity R2 | Owns companies we recommend for divestment | 5 | 5 | 3 | 9 | X | Large Blend |
| MLVRX | MFS Low Volatility Equity R4 | Owns companies we recommend for divestment | 5 | 5 | 3 | 9 | X | Large Blend |
| PPQPX | Principal MidCap Growth III R5 | Owns companies we recommend for divestment | 5 | 6 | 5 | 8 | X | Mid-Cap Growth |
| GOFCX | Pioneer Select Mid Cap Growth C | Owns companies we recommend for divestment | 5 | 2 | 2 | 5 | X | Mid-Cap Growth |
| EPLIX | NYLI Epoch U.S. Equity Yield Inv Class | Owns companies we recommend for divestment | 5 | 4 | 8 | 8 | X | Large Value |
| EPLMX | NYLI Epoch U.S. Equity Yield SIMPLE Cl | Owns companies we recommend for divestment | 5 | 4 | 8 | 8 | X | Large Value |
| EIVPX | Parametric Volatil Risk Prm-Defensv I | Owns companies we recommend for divestment | 5 | 8 | 12 | 10 | X | Equity Hedged |
| PBEAX | PGIM Jennison Value A | Owns companies we recommend for divestment | 5 | 4 | 9 | 6 | X | Large Value |
| PEICX | PGIM Jennison Value C | Owns companies we recommend for divestment | 5 | 4 | 9 | 6 | X | Large Value |
| JDVRX | PGIM Jennison Value R | Owns companies we recommend for divestment | 5 | 4 | 9 | 6 | X | Large Value |
| PJVQX | PGIM Jennison Value R6 | Owns companies we recommend for divestment | 5 | 4 | 9 | 6 | X | Large Value |
| PEIZX | PGIM Jennison Value Z | Owns companies we recommend for divestment | 5 | 4 | 9 | 6 | X | Large Value |
| PPYAX | PIMCO RAE International A | Owns companies we recommend for divestment | 5 | 0 | 10 | 1 | X | Foreign Large Value |
| PPYPX | PIMCO RAE International I-2 | Owns companies we recommend for divestment | 5 | 0 | 10 | 1 | X | Foreign Large Value |
| PPYIX | PIMCO RAE International Instl | Owns companies we recommend for divestment | 5 | 0 | 10 | 1 | X | Foreign Large Value |
| PGOFX | Pioneer Select Mid Cap Growth A | Owns companies we recommend for divestment | 5 | 2 | 2 | 5 | X | Mid-Cap Growth |
| PSMKX | Pioneer Select Mid Cap Growth K | Owns companies we recommend for divestment | 5 | 2 | 2 | 5 | X | Mid-Cap Growth |
| EPLCX | NYLI Epoch U.S. Equity Yield Class I | Owns companies we recommend for divestment | 5 | 4 | 8 | 8 | X | Large Value |
| PGRRX | Pioneer Select Mid Cap Growth R | Owns companies we recommend for divestment | 5 | 2 | 2 | 5 | X | Mid-Cap Growth |
| GROYX | Pioneer Select Mid Cap Growth Y | Owns companies we recommend for divestment | 5 | 2 | 2 | 5 | X | Mid-Cap Growth |
| PIALX | Pioneer Solutions Balanced A | Owns companies we recommend for divestment | 5 | 10 | 15 | 17 | X | Global Allocation |
| PIDCX | Pioneer Solutions Balanced C | Owns companies we recommend for divestment | 5 | 10 | 15 | 17 | X | Global Allocation |
| BALRX | Pioneer Solutions Balanced R | Owns companies we recommend for divestment | 5 | 10 | 15 | 17 | X | Global Allocation |
| IMOYX | Pioneer Solutions Balanced Y | Owns companies we recommend for divestment | 5 | 10 | 15 | 17 | X | Global Allocation |
| MAGA | Point Bridge America First ETF | Owns companies we recommend for divestment | 5 | 6 | 4 | 5 | X | Mid-Cap Value |
| MPLAX | Praxis International Index A | Owns companies we recommend for divestment | 5 | 5 | 13 | 8 | V | Foreign Large Blend |
| MPLIX | Praxis International Index I | Owns companies we recommend for divestment | 5 | 5 | 13 | 8 | V | Foreign Large Blend |
| PPIMX | Principal MidCap Growth III Inst | Owns companies we recommend for divestment | 5 | 6 | 5 | 8 | X | Mid-Cap Growth |
| PPQJX | Principal MidCap Growth III J | Owns companies we recommend for divestment | 5 | 6 | 5 | 8 | X | Mid-Cap Growth |
| PPQMX | Principal MidCap Growth III R3 | Owns companies we recommend for divestment | 5 | 6 | 5 | 8 | X | Mid-Cap Growth |
| EPLDX | NYLI Epoch U.S. Equity Yield Class R6 | Owns companies we recommend for divestment | 5 | 4 | 8 | 8 | X | Large Value |
| EPLKX | NYLI Epoch U.S. Equity Yield Class C | Owns companies we recommend for divestment | 5 | 4 | 8 | 8 | X | Large Value |
| MLVTX | MFS Low Volatility Equity R6 | Owns companies we recommend for divestment | 5 | 5 | 3 | 9 | X | Large Blend |
| NWHLX | Nationwide Bailard Intl Eqs M | Owns companies we recommend for divestment | 5 | 2 | 12 | 6 | X | Foreign Large Blend |
| MEIAX | MFS Value A | Owns companies we recommend for divestment | 5 | 2 | 6 | 5 | X | Large Value |
| MFEBX | MFS Value B | Owns companies we recommend for divestment | 5 | 2 | 6 | 5 | X | Large Value |
| MEICX | MFS Value C | Owns companies we recommend for divestment | 5 | 2 | 6 | 5 | X | Large Value |
| MEIIX | MFS Value I | Owns companies we recommend for divestment | 5 | 2 | 6 | 5 | X | Large Value |
| MEIGX | MFS Value R1 | Owns companies we recommend for divestment | 5 | 2 | 6 | 5 | X | Large Value |
| MVRRX | MFS Value R2 | Owns companies we recommend for divestment | 5 | 2 | 6 | 5 | X | Large Value |
| MEIHX | MFS Value R3 | Owns companies we recommend for divestment | 5 | 2 | 6 | 5 | X | Large Value |
| MEIJX | MFS Value R4 | Owns companies we recommend for divestment | 5 | 2 | 6 | 5 | X | Large Value |
| MEIKX | MFS Value R6 | Owns companies we recommend for divestment | 5 | 2 | 6 | 5 | X | Large Value |
| MSEJX | MM Equity Asset I | Owns companies we recommend for divestment | 5 | 9 | 12 | 12 | X | Large Blend |
| NWHJX | Nationwide Bailard Intl Eqs A | Owns companies we recommend for divestment | 5 | 2 | 12 | 6 | X | Foreign Large Blend |
| NWHNX | Nationwide Bailard Intl Eqs Instl Svc | Owns companies we recommend for divestment | 5 | 2 | 12 | 6 | X | Foreign Large Blend |
| NWHMX | Nationwide Bailard Intl Eqs R6 | Owns companies we recommend for divestment | 5 | 2 | 12 | 6 | X | Foreign Large Blend |
| EPLBX | NYLI Epoch U.S. Equity Yield Class B | Owns companies we recommend for divestment | 5 | 4 | 8 | 8 | X | Large Value |
| Neuberger Berman AMT M/C Intrinsic Val I | Owns companies we recommend for divestment | 5 | 1 | 4 | 5 | X | Mid-Cap Value |
| Neuberger Berman AMT M/C Intrinsic Val S | Owns companies we recommend for divestment | 5 | 1 | 4 | 5 | X | Mid-Cap Value |
| NBRAX | Neuberger Berman M/C Intrinsic Val A | Owns companies we recommend for divestment | 5 | 1 | 4 | 5 | X | Mid-Cap Value |
| NBRCX | Neuberger Berman M/C Intrinsic Val C | Owns companies we recommend for divestment | 5 | 1 | 4 | 5 | X | Mid-Cap Value |
| NBRTX | Neuberger Berman M/C Intrinsic Val Inst | Owns companies we recommend for divestment | 5 | 1 | 4 | 5 | X | Mid-Cap Value |
| NBRVX | Neuberger Berman M/C Intrinsic Val Inv | Owns companies we recommend for divestment | 5 | 1 | 4 | 5 | X | Mid-Cap Value |
| NBRRX | Neuberger Berman M/C Intrinsic Val R3 | Owns companies we recommend for divestment | 5 | 1 | 4 | 5 | X | Mid-Cap Value |
| NBMRX | Neuberger Berman M/C Intrinsic Val R6 | Owns companies we recommend for divestment | 5 | 1 | 4 | 5 | X | Mid-Cap Value |
| NBREX | Neuberger Berman M/C Intrinsic Val Tr | Owns companies we recommend for divestment | 5 | 1 | 4 | 5 | X | Mid-Cap Value |
| NOIGX | Northern International Equity | Owns companies we recommend for divestment | 5 | 3 | 14 | 3 | X | Foreign Large Value |
| IQSI | NYLI Candriam International Equity ETF | Owns companies we recommend for divestment | 5 | 3 | 19 | 5 | V | Foreign Large Blend |
| IQSU | NYLI Candriam U.S. Large Cap Equity ETF | Owns companies we recommend for divestment | 5 | 11 | 10 | 11 | V | Large Blend |
| EPLPX | NYLI Epoch U.S. Equity Yield Class A | Owns companies we recommend for divestment | 5 | 4 | 8 | 8 | X | Large Value |
| REREX | American Funds Europacific Growth R4 | Owns companies we recommend for divestment | 6 | 3 | 13 | 5 | X | Foreign Large Growth |
| RERHX | American Funds Europacific Growth R5E | Owns companies we recommend for divestment | 6 | 3 | 13 | 5 | X | Foreign Large Growth |
| JIVZX | JPMorgan U.S. Applied Data Sci Val R2 | Owns companies we recommend for divestment | 5 | 6 | 6 | 9 | X | Large Value |
| JQUA | JPMorgan US Quality Factor ETF | Owns companies we recommend for divestment | 6 | 10 | 14 | 12 | X | Large Blend |
| JRSDX | JH Adaptive Risk Mgd U.S. Eq D | Owns companies we recommend for divestment | 6 | 8 | 11 | 10 | X | Large Blend |
| JRSIX | JH Adaptive Risk Mgd U.S. Eq I | Owns companies we recommend for divestment | 6 | 8 | 11 | 10 | X | Large Blend |
| JRSNX | JH Adaptive Risk Mgd U.S. Eq N | Owns companies we recommend for divestment | 6 | 8 | 11 | 10 | X | Large Blend |
| JRSSX | JH Adaptive Risk Mgd U.S. Eq S | Owns companies we recommend for divestment | 6 | 8 | 11 | 10 | X | Large Blend |
| JRSTX | JH Adaptive Risk Mgd U.S. Eq T | Owns companies we recommend for divestment | 6 | 8 | 11 | 10 | X | Large Blend |
| JNL/Goldman Sachs 4 A | Owns companies we recommend for divestment | 6 | 9 | 8 | 9 | X | Large Value |
| JNL/Goldman Sachs 4 I | Owns companies we recommend for divestment | 6 | 9 | 8 | 9 | X | Large Value |
| JNL/T. Rowe Price Value A | Owns companies we recommend for divestment | 6 | 5 | 8 | 6 | X | Large Value |
| JNL/T. Rowe Price Value I | Owns companies we recommend for divestment | 6 | 5 | 8 | 6 | X | Large Value |
| JAVA | JPMorgan Active Value ETF | Owns companies we recommend for divestment | 6 | 6 | 14 | 11 | X | Large Value |
| JCTR | JPMorgan Carbon Transition US Eq ETF | Owns companies we recommend for divestment | 6 | 14 | 15 | 15 | V | Large Blend |
| JPME | JPMorgan Divers Ret US Mid Cp Eq ETF | Owns companies we recommend for divestment | 6 | 9 | 2 | 7 | X | Mid-Cap Blend |
| KVLE | KraneShares Value Line® Dyn Div Eq ETF | Owns companies we recommend for divestment | 6 | 7 | 9 | 10 | X | Large Value |
| JRSAX | JH Adaptive Risk Mgd U.S. Eq A | Owns companies we recommend for divestment | 6 | 8 | 11 | 10 | X | Large Blend |
| LSVGX | LSV Global Value Institutional | Owns companies we recommend for divestment | 6 | 8 | 17 | 10 | X | Global Large-Stock Value |
| LVAGX | LSV Global Value Investor | Owns companies we recommend for divestment | 6 | 8 | 17 | 10 | X | Global Large-Stock Value |
| MEPAX | MassMutual Disciplined Value A | Owns companies we recommend for divestment | 6 | 8 | 12 | 8 | X | Large Value |
| MPILX | MassMutual Disciplined Value Adm | Owns companies we recommend for divestment | 6 | 8 | 12 | 8 | X | Large Value |
| MPIVX | MassMutual Disciplined Value I | Owns companies we recommend for divestment | 6 | 8 | 12 | 8 | X | Large Value |
| MPINX | MassMutual Disciplined Value R3 | Owns companies we recommend for divestment | 6 | 8 | 12 | 8 | X | Large Value |
| MPIRX | MassMutual Disciplined Value R4 | Owns companies we recommend for divestment | 6 | 8 | 12 | 8 | X | Large Value |
| MEPSX | MassMutual Disciplined Value R5 | Owns companies we recommend for divestment | 6 | 8 | 12 | 8 | X | Large Value |
| DENVX | MassMutual Disciplined Value Svc | Owns companies we recommend for divestment | 6 | 8 | 12 | 8 | X | Large Value |
| MMOAX | MassMutual Disciplined Value Y | Owns companies we recommend for divestment | 6 | 8 | 12 | 8 | X | Large Value |
| MFVAX | MassMutual Equity Opports A | Owns companies we recommend for divestment | 6 | 3 | 7 | 6 | X | Large Blend |
| MMFVX | MassMutual Equity Opports Adm | Owns companies we recommend for divestment | 6 | 3 | 7 | 6 | X | Large Blend |
| JRSCX | JH Adaptive Risk Mgd U.S. Eq C | Owns companies we recommend for divestment | 6 | 8 | 11 | 10 | X | Large Blend |
| THRO | iShares U.S. Thematic Rotation ActiveETF | Owns companies we recommend for divestment | 6 | 9 | 9 | 10 | X | Large Growth |
| MFVNX | MassMutual Equity Opports R3 | Owns companies we recommend for divestment | 6 | 3 | 7 | 6 | X | Large Blend |
| PTL | Inspire 500 ETF | Owns companies we recommend for divestment | 6 | 9 | 6 | 9 | X | Large Blend |
| GTECX | Gateway C | Owns companies we recommend for divestment | 6 | 10 | 14 | 13 | X | Equity Hedged |
| GTENX | Gateway N | Owns companies we recommend for divestment | 6 | 10 | 14 | 13 | X | Equity Hedged |
| GTEYX | Gateway Y | Owns companies we recommend for divestment | 6 | 10 | 14 | 13 | X | Equity Hedged |
| GVEQX | Government Street Equity | Owns companies we recommend for divestment | 6 | 5 | 12 | 11 | X | Large Blend |
| GCEQX | Green Century Equity Individual Investor | Owns companies we recommend for divestment | 6 | 13 | 13 | 13 | V | Large Blend |
| GCEUX | Green Century Equity Institutional | Owns companies we recommend for divestment | 6 | 13 | 13 | 13 | V | Large Blend |
| GIEYX | GuideStone Funds International Eq Instl | Owns companies we recommend for divestment | 6 | 2 | 16 | 5 | X | Foreign Large Blend |
| GIEZX | GuideStone Funds International Eq Inv | Owns companies we recommend for divestment | 6 | 2 | 16 | 5 | X | Foreign Large Blend |
| INFO | Harbor PanAgora Dynamic Lg Cp Cor ETF | Owns companies we recommend for divestment | 6 | 9 | 11 | 10 | X | Large Blend |
| HESAX | Horizon Defensive Core Advisor | Owns companies we recommend for divestment | 6 | 10 | 11 | 11 | V | Large Blend |
| HESGX | Horizon Defensive Core Investor | Owns companies we recommend for divestment | 6 | 10 | 11 | 11 | V | Large Blend |
| WOMN | Impact Shares YWCA Women's Empwrmt ETF | Owns companies we recommend for divestment | 6 | 15 | 12 | 12 | V | Large Blend |
| BMVP | Invesco Bloomberg MVP Multi-factor ETF | Owns companies we recommend for divestment | 6 | 6 | 5 | 8 | X | Mid-Cap Blend |
| IETC | iShares U.S. Tech Independence Fcs ETF | Owns companies we recommend for divestment | 6 | 3 | 10 | 15 | X | Technology |
| IMFL | Invesco Intl Dev Dynmc Mltfctr ETF | Owns companies we recommend for divestment | 6 | 5 | 15 | 6 | X | Foreign Large Blend |
| PWV | Invesco Large Cap Value ETF | Owns companies we recommend for divestment | 6 | 4 | 9 | 6 | X | Large Value |
| SPMO | Invesco S&P 500® Momentum ETF | Owns companies we recommend for divestment | 6 | 6 | 7 | 8 | X | Large Blend |
| IDMO | Invesco S&P International Dev Momt ETF | Owns companies we recommend for divestment | 6 | 3 | 8 | 3 | X | Foreign Large Blend |
| BALI | iShares Advantage Large Cap Income ETF | Owns companies we recommend for divestment | 6 | 12 | 13 | 13 | X | Derivative Income |
| DMXF | iShares ESG Advanced MSCI EAFE ETF | Owns companies we recommend for divestment | 6 | 3 | 10 | 5 | V | Foreign Large Blend |
| EVUS | iShares ESG Aware MSCI USA Value ETF | Owns companies we recommend for divestment | 6 | 8 | 12 | 8 | V | Large Value |
| SUSL | iShares ESG MSCI USA Leaders ETF | Owns companies we recommend for divestment | 6 | 10 | 11 | 11 | V | Large Blend |
| IMCG | iShares Morningstar Mid-Cap Growth ETF | Owns companies we recommend for divestment | 6 | 3 | 4 | 8 | X | Mid-Cap Growth |
| EFG | iShares MSCI EAFE Growth ETF | Owns companies we recommend for divestment | 6 | 4 | 11 | 6 | X | Foreign Large Growth |
| IWN | iShares Russell 2000 Value ETF | Owns companies we recommend for divestment | 6 | 7 | 7 | 6 | X | Small Value |
| IVW | iShares S&P 500 Growth ETF | Owns companies we recommend for divestment | 6 | 7 | 12 | 12 | X | Large Growth |
| LRGF | iShares U.S. Equity Factor ETF | Owns companies we recommend for divestment | 6 | 15 | 17 | 13 | X | Large Blend |
| MFVZX | MassMutual Equity Opports I | Owns companies we recommend for divestment | 6 | 3 | 7 | 6 | X | Large Blend |
| MFVFX | MassMutual Equity Opports R4 | Owns companies we recommend for divestment | 6 | 3 | 7 | 6 | X | Large Blend |
| QLV | FlexShares US Quality Low Vol ETF | Owns companies we recommend for divestment | 6 | 6 | 10 | 12 | X | Large Blend |
| MCTRX | NYLI Income Builder Class C | Owns companies we recommend for divestment | 6 | 5 | 11 | 8 | X | Global Allocation |
| TLISX | Nuveen Quant Intl Small Cap Eq A | Owns companies we recommend for divestment | 6 | 4 | 7 | 1 | X | Foreign Small/Mid Blend |
| TAISX | Nuveen Quant Intl Small Cap Eq I | Owns companies we recommend for divestment | 6 | 4 | 7 | 1 | X | Foreign Small/Mid Blend |
| TPISX | Nuveen Quant Intl Small Cap Eq Premier | Owns companies we recommend for divestment | 6 | 4 | 7 | 1 | X | Foreign Small/Mid Blend |
| TIISX | Nuveen Quant Intl Small Cap Eq R6 | Owns companies we recommend for divestment | 6 | 4 | 7 | 1 | X | Foreign Small/Mid Blend |
| TAIWX | Nuveen Quant Intl Small Cap Eq W | Owns companies we recommend for divestment | 6 | 4 | 7 | 1 | X | Foreign Small/Mid Blend |
| EPSPX | NYLI Epoch Global Equity Yield Class A | Owns companies we recommend for divestment | 6 | 5 | 11 | 8 | X | Global Large-Stock Value |
| EPSKX | NYLI Epoch Global Equity Yield Class C | Owns companies we recommend for divestment | 6 | 5 | 11 | 8 | X | Global Large-Stock Value |
| EPSYX | NYLI Epoch Global Equity Yield Class I | Owns companies we recommend for divestment | 6 | 5 | 11 | 8 | X | Global Large-Stock Value |
| EPSRX | NYLI Epoch Global Equity Yield Class R6 | Owns companies we recommend for divestment | 6 | 5 | 11 | 8 | X | Global Large-Stock Value |
| EPSIX | NYLI Epoch Global Equity Yield Inv Class | Owns companies we recommend for divestment | 6 | 5 | 11 | 8 | X | Global Large-Stock Value |
| MTRAX | NYLI Income Builder Class A | Owns companies we recommend for divestment | 6 | 5 | 11 | 8 | X | Global Allocation |
| MKTRX | NYLI Income Builder Class B | Owns companies we recommend for divestment | 6 | 5 | 11 | 8 | X | Global Allocation |
| MTOIX | NYLI Income Builder Class I | Owns companies we recommend for divestment | 6 | 5 | 11 | 8 | X | Global Allocation |
| NOLVX | Northern Large Cap Value | Owns companies we recommend for divestment | 6 | 7 | 9 | 7 | X | Large Value |
| MTODX | NYLI Income Builder Class R6 | Owns companies we recommend for divestment | 6 | 5 | 11 | 8 | X | Global Allocation |
| MTINX | NYLI Income Builder Investor Class | Owns companies we recommend for divestment | 6 | 5 | 11 | 8 | X | Global Allocation |
| MTISX | NYLI Income Builder SIMPLE Class | Owns companies we recommend for divestment | 6 | 5 | 11 | 8 | X | Global Allocation |
| LRND | NYLI U.S. Large Cap R&D Leaders ETF | Owns companies we recommend for divestment | 6 | 5 | 18 | 13 | X | Large Blend |
| OFVIX | O'Shaughnessy Market Leaders Value I | Owns companies we recommend for divestment | 6 | 5 | 7 | 5 | X | Large Value |
| EAPDX | Parametric Dividend Income A | Owns companies we recommend for divestment | 6 | 8 | 9 | 9 | X | Mid-Cap Value |
| EIPDX | Parametric Dividend Income I | Owns companies we recommend for divestment | 6 | 8 | 9 | 9 | X | Mid-Cap Value |
| PAPI | Parametric Equity Premium Income ETF | Owns companies we recommend for divestment | 6 | 10 | 9 | 9 | X | Derivative Income |
| POSKX | PRIMECAP Odyssey Stock | Owns companies we recommend for divestment | 6 | 2 | 13 | 8 | X | Large Blend |
| PPVIX | Principal SmallCap Value II Instl | Owns companies we recommend for divestment | 6 | 9 | 8 | 7 | X | Small Value |
| PSMJX | Principal SmallCap Value II J | Owns companies we recommend for divestment | 6 | 9 | 8 | 7 | X | Small Value |
| PJARX | Principal SmallCap Value II R3 | Owns companies we recommend for divestment | 6 | 9 | 8 | 7 | X | Small Value |
| TTISX | Nuveen Quant Intl Sm Cap Eq Retirement | Owns companies we recommend for divestment | 6 | 4 | 7 | 1 | X | Foreign Small/Mid Blend |
| NOLCX | Northern Large Cap Core | Owns companies we recommend for divestment | 6 | 8 | 13 | 11 | X | Large Blend |
| MFVSX | MassMutual Equity Opports R5 | Owns companies we recommend for divestment | 6 | 3 | 7 | 6 | X | Large Blend |
| MRGAX | MFS Core Equity A | Owns companies we recommend for divestment | 6 | 3 | 10 | 9 | X | Large Blend |
| MMFYX | MassMutual Equity Opports Svc | Owns companies we recommend for divestment | 6 | 3 | 7 | 6 | X | Large Blend |
| MMZOX | MassMutual Equity Opports Y | Owns companies we recommend for divestment | 6 | 3 | 7 | 6 | X | Large Blend |
| MMIUX | MassMutual Select TRP Intl Equity I | Owns companies we recommend for divestment | 6 | 2 | 12 | 6 | X | Foreign Large Blend |
| BRUDX | MFS Blended Research Value Equity A | Owns companies we recommend for divestment | 6 | 4 | 9 | 9 | X | Large Value |
| BRUEX | MFS Blended Research Value Equity B | Owns companies we recommend for divestment | 6 | 4 | 9 | 9 | X | Large Value |
| BRUGX | MFS Blended Research Value Equity C | Owns companies we recommend for divestment | 6 | 4 | 9 | 9 | X | Large Value |
| BRUHX | MFS Blended Research Value Equity I | Owns companies we recommend for divestment | 6 | 4 | 9 | 9 | X | Large Value |
| BRUJX | MFS Blended Research Value Equity R1 | Owns companies we recommend for divestment | 6 | 4 | 9 | 9 | X | Large Value |
| BRUKX | MFS Blended Research Value Equity R2 | Owns companies we recommend for divestment | 6 | 4 | 9 | 9 | X | Large Value |
| BRULX | MFS Blended Research Value Equity R3 | Owns companies we recommend for divestment | 6 | 4 | 9 | 9 | X | Large Value |
| BRUMX | MFS Blended Research Value Equity R4 | Owns companies we recommend for divestment | 6 | 4 | 9 | 9 | X | Large Value |
| BRUNX | MFS Blended Research Value Equity R6 | Owns companies we recommend for divestment | 6 | 4 | 9 | 9 | X | Large Value |
| MRGBX | MFS Core Equity B | Owns companies we recommend for divestment | 6 | 3 | 10 | 9 | X | Large Blend |
| NWJEX | Nationwide NYSE Arca Tech 100 Idx R6 | Owns companies we recommend for divestment | 6 | 3 | 11 | 12 | X | Large Growth |
| MRGCX | MFS Core Equity C | Owns companies we recommend for divestment | 6 | 3 | 10 | 9 | X | Large Blend |
| MRGRX | MFS Core Equity I | Owns companies we recommend for divestment | 6 | 3 | 10 | 9 | X | Large Blend |
| MRGGX | MFS Core Equity R1 | Owns companies we recommend for divestment | 6 | 3 | 10 | 9 | X | Large Blend |
| MRERX | MFS Core Equity R2 | Owns companies we recommend for divestment | 6 | 3 | 10 | 9 | X | Large Blend |
| MRGHX | MFS Core Equity R3 | Owns companies we recommend for divestment | 6 | 3 | 10 | 9 | X | Large Blend |
| MRGJX | MFS Core Equity R4 | Owns companies we recommend for divestment | 6 | 3 | 10 | 9 | X | Large Blend |
| MRGKX | MFS Core Equity R6 | Owns companies we recommend for divestment | 6 | 3 | 10 | 9 | X | Large Blend |
| SEQAX | NAA World Equity Income A | Owns companies we recommend for divestment | 6 | 8 | 11 | 9 | X | Global Large-Stock Value |
| SFGCX | NAA World Equity Income C | Owns companies we recommend for divestment | 6 | 8 | 11 | 9 | X | Global Large-Stock Value |
| SEWIX | NAA World Equity Income Instl | Owns companies we recommend for divestment | 6 | 8 | 11 | 9 | X | Global Large-Stock Value |
| SEQPX | NAA World Equity Income P | Owns companies we recommend for divestment | 6 | 8 | 11 | 9 | X | Global Large-Stock Value |
| NWJCX | Nationwide NYSE Arca Tech 100 Idx A | Owns companies we recommend for divestment | 6 | 3 | 11 | 12 | X | Large Growth |
| NWJFX | Nationwide NYSE Arca Tech 100 Idx InsSvc | Owns companies we recommend for divestment | 6 | 3 | 11 | 12 | X | Large Growth |
| GATEX | Gateway A | Owns companies we recommend for divestment | 6 | 10 | 14 | 13 | X | Equity Hedged |
| QDEF | FlexShares Quality Dividend Defensv ETF | Owns companies we recommend for divestment | 6 | 8 | 8 | 11 | X | Large Value |
| RERGX | American Funds Europacific Growth R6 | Owns companies we recommend for divestment | 6 | 3 | 13 | 5 | X | Foreign Large Growth |
| AUXAX | Auxier Focus A | Owns companies we recommend for divestment | 6 | 8 | 13 | 5 | X | Large Value |
| RNGBX | American Funds New Economy R2 | Owns companies we recommend for divestment | 6 | 8 | 12 | 13 | X | Global Large-Stock Growth |
| RNNEX | American Funds New Economy R2E | Owns companies we recommend for divestment | 6 | 8 | 12 | 13 | X | Global Large-Stock Growth |
| RNGCX | American Funds New Economy R3 | Owns companies we recommend for divestment | 6 | 8 | 12 | 13 | X | Global Large-Stock Growth |
| RNGEX | American Funds New Economy R4 | Owns companies we recommend for divestment | 6 | 8 | 12 | 13 | X | Global Large-Stock Growth |
| RNGFX | American Funds New Economy R5 | Owns companies we recommend for divestment | 6 | 8 | 12 | 13 | X | Global Large-Stock Growth |
| RNGHX | American Funds New Economy R5E | Owns companies we recommend for divestment | 6 | 8 | 12 | 13 | X | Global Large-Stock Growth |
| RNGGX | American Funds New Economy R6 | Owns companies we recommend for divestment | 6 | 8 | 12 | 13 | X | Global Large-Stock Growth |
| AIMOX | AQR International Momentum Style I | Owns companies we recommend for divestment | 6 | 4 | 14 | 3 | X | Foreign Large Growth |
| AIONX | AQR International Momentum Style N | Owns companies we recommend for divestment | 6 | 4 | 14 | 3 | X | Foreign Large Growth |
| QIORX | AQR International Momentum Style R6 | Owns companies we recommend for divestment | 6 | 4 | 14 | 3 | X | Foreign Large Growth |
| IZRL | ARK Israel Innovative Technology ETF | Owns companies we recommend for divestment | 6 | 2 | 8 | 2 | X | Technology |
| ARKX | ARK Space Exploration & Innovation ETF | Owns companies we recommend for divestment | 6 | 1 | 6 | 11 | X | Mid-Cap Growth |
| AUXIX | Auxier Focus Institutional | Owns companies we recommend for divestment | 6 | 8 | 13 | 5 | X | Large Value |
| FNEFX | American Funds New Economy F3 | Owns companies we recommend for divestment | 6 | 8 | 12 | 13 | X | Global Large-Stock Growth |
| AUXFX | Auxier Focus Inv | Owns companies we recommend for divestment | 6 | 8 | 13 | 5 | X | Large Value |
| AVSC | Avantis US Small Cap Equity ETF | Owns companies we recommend for divestment | 6 | 6 | 8 | 5 | X | Small Value |
| BFOR | Barron's 400 ETF | Owns companies we recommend for divestment | 6 | 8 | 14 | 11 | X | Mid-Cap Blend |
| BPIRX | Boston Partners Long/Short Rsrch Instl | Owns companies we recommend for divestment | 6 | 7 | 8 | 9 | X | Long-Short Equity |
| BPRRX | Boston Partners Long/Short Rsrch Inv | Owns companies we recommend for divestment | 6 | 7 | 8 | 9 | X | Long-Short Equity |
| BBTIX | Bridge Builder Tax Managed Intl Eq | Owns companies we recommend for divestment | 6 | 3 | 16 | 5 | X | Foreign Large Blend |
| CGUS | Capital Group Core Equity ETF | Owns companies we recommend for divestment | 6 | 4 | 11 | 10 | X | Large Blend |
| CGGE | Capital Group Global Equity ETF | Owns companies we recommend for divestment | 6 | 4 | 9 | 9 | X | Global Large-Stock Blend |
| CGGR | Capital Group Growth ETF | Owns companies we recommend for divestment | 6 | 6 | 9 | 10 | X | Large Growth |
| CUSEX | Capital Group US Equity | Owns companies we recommend for divestment | 6 | 5 | 8 | 10 | X | Large Blend |
| DGEFX | Destinations Equity Income I | Owns companies we recommend for divestment | 6 | 6 | 10 | 7 | X | Global Large-Stock Value |
| DGEZX | Destinations Equity Income Z | Owns companies we recommend for divestment | 6 | 6 | 10 | 7 | X | Global Large-Stock Value |
| RNGAX | American Funds New Economy R1 | Owns companies we recommend for divestment | 6 | 8 | 12 | 13 | X | Global Large-Stock Growth |
| NEFFX | American Funds New Economy F2 | Owns companies we recommend for divestment | 6 | 8 | 12 | 13 | X | Global Large-Stock Growth |
| DFSCX | DFA US Micro Cap I | Owns companies we recommend for divestment | 6 | 9 | 10 | 9 | X | Small Blend |
| RIGEX | American Funds Intl Gr and Inc R4 | Owns companies we recommend for divestment | 6 | 3 | 9 | 6 | X | Foreign Large Blend |
| CIICX | American Funds Intl Gr and Inc 529C | Owns companies we recommend for divestment | 6 | 3 | 9 | 6 | X | Foreign Large Blend |
| CGIEX | American Funds Intl Gr and Inc 529E | Owns companies we recommend for divestment | 6 | 3 | 9 | 6 | X | Foreign Large Blend |
| CGIFX | American Funds Intl Gr and Inc 529F1 | Owns companies we recommend for divestment | 6 | 3 | 9 | 6 | X | Foreign Large Blend |
| IGAAX | American Funds Intl Gr and Inc A | Owns companies we recommend for divestment | 6 | 3 | 9 | 6 | X | Foreign Large Blend |
| IGICX | American Funds Intl Gr and Inc C | Owns companies we recommend for divestment | 6 | 3 | 9 | 6 | X | Foreign Large Blend |
| IGIFX | American Funds Intl Gr and Inc F1 | Owns companies we recommend for divestment | 6 | 3 | 9 | 6 | X | Foreign Large Blend |
| IGFFX | American Funds Intl Gr and Inc F2 | Owns companies we recommend for divestment | 6 | 3 | 9 | 6 | X | Foreign Large Blend |
| IGAIX | American Funds Intl Gr and Inc F3 | Owns companies we recommend for divestment | 6 | 3 | 9 | 6 | X | Foreign Large Blend |
| RIGAX | American Funds Intl Gr and Inc R1 | Owns companies we recommend for divestment | 6 | 3 | 9 | 6 | X | Foreign Large Blend |
| RIGBX | American Funds Intl Gr and Inc R2 | Owns companies we recommend for divestment | 6 | 3 | 9 | 6 | X | Foreign Large Blend |
| RIIEX | American Funds Intl Gr and Inc R2E | Owns companies we recommend for divestment | 6 | 3 | 9 | 6 | X | Foreign Large Blend |
| RGICX | American Funds Intl Gr and Inc R3 | Owns companies we recommend for divestment | 6 | 3 | 9 | 6 | X | Foreign Large Blend |
| RIGFX | American Funds Intl Gr and Inc R5 | Owns companies we recommend for divestment | 6 | 3 | 9 | 6 | X | Foreign Large Blend |
| ANFFX | American Funds New Economy F1 | Owns companies we recommend for divestment | 6 | 8 | 12 | 13 | X | Global Large-Stock Growth |
| RIGIX | American Funds Intl Gr and Inc R5E | Owns companies we recommend for divestment | 6 | 3 | 9 | 6 | X | Foreign Large Blend |
| RIGGX | American Funds Intl Gr and Inc R6 | Owns companies we recommend for divestment | 6 | 3 | 9 | 6 | X | Foreign Large Blend |
| FGGGX | American Funds Intl Gr and Inc529-F-2 | Owns companies we recommend for divestment | 6 | 3 | 9 | 6 | X | Foreign Large Blend |
| FGIGX | American Funds Intl Gr and Inc529-F-3 | Owns companies we recommend for divestment | 6 | 3 | 9 | 6 | X | Foreign Large Blend |
| CGIAX | American Funds Intl Gr and Inc529A | Owns companies we recommend for divestment | 6 | 3 | 9 | 6 | X | Foreign Large Blend |
| FNEEX | American Funds New Economy 529-F-2 | Owns companies we recommend for divestment | 6 | 8 | 12 | 13 | X | Global Large-Stock Growth |
| FNNEX | American Funds New Economy 529-F-3 | Owns companies we recommend for divestment | 6 | 8 | 12 | 13 | X | Global Large-Stock Growth |
| CNGAX | American Funds New Economy 529A | Owns companies we recommend for divestment | 6 | 8 | 12 | 13 | X | Global Large-Stock Growth |
| CNGCX | American Funds New Economy 529C | Owns companies we recommend for divestment | 6 | 8 | 12 | 13 | X | Global Large-Stock Growth |
| CNGEX | American Funds New Economy 529E | Owns companies we recommend for divestment | 6 | 8 | 12 | 13 | X | Global Large-Stock Growth |
| CNGFX | American Funds New Economy 529F | Owns companies we recommend for divestment | 6 | 8 | 12 | 13 | X | Global Large-Stock Growth |
| ANEFX | American Funds New Economy A | Owns companies we recommend for divestment | 6 | 8 | 12 | 13 | X | Global Large-Stock Growth |
| ANFCX | American Funds New Economy C | Owns companies we recommend for divestment | 6 | 8 | 12 | 13 | X | Global Large-Stock Growth |
| DISMX | DFA International Small Cap Growth | Owns companies we recommend for divestment | 6 | 4 | 10 | 1 | X | Foreign Small/Mid Growth |
| DISV | Dimensional International Sm Cp Val ETF | Owns companies we recommend for divestment | 6 | 2 | 9 | 0 | X | Foreign Small/Mid Value |
| FCFY | First Trust S&P 500 Div Fr CA Flw ETF | Owns companies we recommend for divestment | 6 | 5 | 9 | 6 | X | Mid-Cap Value |
| FLKSX | Fidelity Low-Priced Stock K6 | Owns companies we recommend for divestment | 6 | 7 | 5 | 9 | X | Mid-Cap Value |
| FEIKX | Fidelity Equity-Income K | Owns companies we recommend for divestment | 6 | 6 | 10 | 7 | X | Large Value |
| FEKFX | Fidelity Equity-Income K6 | Owns companies we recommend for divestment | 6 | 6 | 10 | 7 | X | Large Value |
| FGILX | Fidelity Global Equity Income | Owns companies we recommend for divestment | 6 | 7 | 12 | 9 | X | Global Large-Stock Blend |
| FGRIX | Fidelity Growth & Income | Owns companies we recommend for divestment | 6 | 4 | 11 | 11 | X | Large Blend |
| FGIKX | Fidelity Growth & Income K | Owns companies we recommend for divestment | 6 | 4 | 11 | 11 | X | Large Blend |
| FDGRX | Fidelity Growth Company Fund | Owns companies we recommend for divestment | 6 | 9 | 18 | 12 | X | Large Growth |
| FGCKX | Fidelity Growth Company K | Owns companies we recommend for divestment | 6 | 9 | 18 | 12 | X | Large Growth |
| FGKFX | Fidelity Growth Company K6 | Owns companies we recommend for divestment | 6 | 9 | 18 | 12 | X | Large Growth |
| FLCSX | Fidelity Large Cap Stock | Owns companies we recommend for divestment | 6 | 5 | 14 | 12 | X | Large Blend |
| FCLKX | Fidelity Large Cap Stock K6 | Owns companies we recommend for divestment | 6 | 5 | 14 | 12 | X | Large Blend |
| FLPSX | Fidelity Low-Priced Stock | Owns companies we recommend for divestment | 6 | 7 | 5 | 9 | X | Mid-Cap Value |
| FLPKX | Fidelity Low-Priced Stock K | Owns companies we recommend for divestment | 6 | 7 | 5 | 9 | X | Mid-Cap Value |
| FITMX | Fidelity SAI International Mtm Idx | Owns companies we recommend for divestment | 6 | 3 | 7 | 5 | X | Foreign Large Growth |
| FELG | Fidelity Enhanced Large Cap Growth ETF | Owns companies we recommend for divestment | 6 | 6 | 10 | 10 | X | Large Growth |
| FCGSX | Fidelity Series Growth Company | Owns companies we recommend for divestment | 6 | 10 | 19 | 12 | X | Large Growth |
| FGLGX | Fidelity Series Large Cap Stock | Owns companies we recommend for divestment | 6 | 5 | 14 | 12 | X | Large Blend |
| FNDMX | Fidelity Series Sust Non-US Dev Mrkt Fd | Owns companies we recommend for divestment | 6 | 5 | 9 | 10 | V | Foreign Large Blend |
| FISVX | Fidelity Small Cap Value Index | Owns companies we recommend for divestment | 6 | 7 | 7 | 6 | X | Small Value |
| FULVX | Fidelity U.S. Low Volatility Equity | Owns companies we recommend for divestment | 6 | 8 | 9 | 12 | X | Large Blend |
| FITLX | Fidelity U.S. Sustainability Index | Owns companies we recommend for divestment | 6 | 10 | 10 | 11 | V | Large Blend |
| FFLC | Fidelity® Fundamental Large Cap Core ETF | Owns companies we recommend for divestment | 6 | 5 | 10 | 10 | X | Large Blend |
| HUSV | First Trust Hrzn MgdVolatil Domestic ETF | Owns companies we recommend for divestment | 6 | 5 | 7 | 8 | X | Large Value |
| FTC | First Trust Large Cap Gr AlphaDEX® ETF | Owns companies we recommend for divestment | 6 | 6 | 11 | 9 | X | Large Growth |
| FCTR | First Trust Lunt US Factor Rotation ETF | Owns companies we recommend for divestment | 6 | 7 | 7 | 7 | X | Large Blend |
| FTQI | First Trust Nasdaq BuyWrite Income ETF | Owns companies we recommend for divestment | 6 | 7 | 11 | 9 | X | Derivative Income |
| FTCE | First Trust New Cstrcts Cr Erns Ldrs ETF | Owns companies we recommend for divestment | 6 | 5 | 10 | 8 | X | Large Blend |
| FEQIX | Fidelity Equity-Income | Owns companies we recommend for divestment | 6 | 6 | 10 | 7 | X | Large Value |
| FGEKX | Fidelity Advisor® Global Equity Inc Z | Owns companies we recommend for divestment | 6 | 7 | 12 | 9 | X | Global Large-Stock Blend |
| DAINX | Dunham International Stock A | Owns companies we recommend for divestment | 6 | 1 | 10 | 4 | X | Foreign Large Value |
| FGITX | Fidelity Advisor Growth & Income M | Owns companies we recommend for divestment | 6 | 4 | 11 | 11 | X | Large Blend |
| DCINX | Dunham International Stock C | Owns companies we recommend for divestment | 6 | 1 | 10 | 4 | X | Foreign Large Value |
| DNINX | Dunham International Stock N | Owns companies we recommend for divestment | 6 | 1 | 10 | 4 | X | Foreign Large Value |
| MXKJX | Empower Mid Cap Value Instl | Owns companies we recommend for divestment | 6 | 5 | 6 | 7 | X | Mid-Cap Value |
| MXMVX | Empower Mid Cap Value Inv | Owns companies we recommend for divestment | 6 | 5 | 6 | 7 | X | Mid-Cap Value |
| FDTTX | Fidelity Advisor Capital Development A | Owns companies we recommend for divestment | 6 | 5 | 14 | 12 | X | Large Blend |
| FDECX | Fidelity Advisor Capital Development C | Owns companies we recommend for divestment | 6 | 5 | 14 | 12 | X | Large Blend |
| FDEIX | Fidelity Advisor Capital Development I | Owns companies we recommend for divestment | 6 | 5 | 14 | 12 | X | Large Blend |
| FDTZX | Fidelity Advisor Capital Development M | Owns companies we recommend for divestment | 6 | 5 | 14 | 12 | X | Large Blend |
| FDETX | Fidelity Advisor Capital Development O | Owns companies we recommend for divestment | 6 | 5 | 14 | 12 | X | Large Blend |
| FGIRX | Fidelity Advisor Growth & Income A | Owns companies we recommend for divestment | 6 | 4 | 11 | 11 | X | Large Blend |
| FGIUX | Fidelity Advisor Growth & Income C | Owns companies we recommend for divestment | 6 | 4 | 11 | 11 | X | Large Blend |
| FGIOX | Fidelity Advisor Growth & Income I | Owns companies we recommend for divestment | 6 | 4 | 11 | 11 | X | Large Blend |
| FGIZX | Fidelity Advisor Growth & Income Z | Owns companies we recommend for divestment | 6 | 4 | 11 | 11 | X | Large Blend |
| FGEGX | Fidelity Advisor® Global Equity Inc M | Owns companies we recommend for divestment | 6 | 7 | 12 | 9 | X | Global Large-Stock Blend |
| FALAX | Fidelity Advisor Large Cap A | Owns companies we recommend for divestment | 6 | 5 | 14 | 12 | X | Large Blend |
| FLCCX | Fidelity Advisor Large Cap C | Owns companies we recommend for divestment | 6 | 5 | 14 | 12 | X | Large Blend |
| FALIX | Fidelity Advisor Large Cap I | Owns companies we recommend for divestment | 6 | 5 | 14 | 12 | X | Large Blend |
| FALGX | Fidelity Advisor Large Cap M | Owns companies we recommend for divestment | 6 | 5 | 14 | 12 | X | Large Blend |
| FIDLX | Fidelity Advisor Large Cap Z | Owns companies we recommend for divestment | 6 | 5 | 14 | 12 | X | Large Blend |
| FLPCX | Fidelity Advisor Low-Priced Stock A | Owns companies we recommend for divestment | 6 | 7 | 5 | 9 | X | Mid-Cap Value |
| FLPEX | Fidelity Advisor Low-Priced Stock C | Owns companies we recommend for divestment | 6 | 7 | 5 | 9 | X | Mid-Cap Value |
| FLPFX | Fidelity Advisor Low-Priced Stock I | Owns companies we recommend for divestment | 6 | 7 | 5 | 9 | X | Mid-Cap Value |
| FLPDX | Fidelity Advisor Low-Priced Stock M | Owns companies we recommend for divestment | 6 | 7 | 5 | 9 | X | Mid-Cap Value |
| FLPGX | Fidelity Advisor Low-Priced Stock Z | Owns companies we recommend for divestment | 6 | 7 | 5 | 9 | X | Mid-Cap Value |
| FGEEX | Fidelity Advisor® Global Equity Inc A | Owns companies we recommend for divestment | 6 | 7 | 12 | 9 | X | Global Large-Stock Blend |
| FGEHX | Fidelity Advisor® Global Equity Inc C | Owns companies we recommend for divestment | 6 | 7 | 12 | 9 | X | Global Large-Stock Blend |
| FGEJX | Fidelity Advisor® Global Equity Inc I | Owns companies we recommend for divestment | 6 | 7 | 12 | 9 | X | Global Large-Stock Blend |
| JIVRX | JPMorgan U.S. Applied Data Sci Val R5 | Owns companies we recommend for divestment | 5 | 6 | 6 | 9 | X | Large Value |
| JPIVX | JPMorgan U.S. Applied Data Sci Val I | Owns companies we recommend for divestment | 5 | 6 | 6 | 9 | X | Large Value |
| TRLIX | Nuveen Large Cap Value R6 | Owns companies we recommend for divestment | 4 | 4 | 8 | 5 | X | Large Value |
| VUSE | Vident U.S. Equity Strategy ETF | Owns companies we recommend for divestment | 4 | 6 | 11 | 6 | X | Mid-Cap Value |
| VFQY | Vanguard US Quality Factor ETF | Owns companies we recommend for divestment | 4 | 9 | 9 | 7 | X | Mid-Cap Blend |
| VWNDX | Vanguard Windsor Investor Shares | Owns companies we recommend for divestment | 4 | 3 | 8 | 6 | X | Large Value |
| VWNEX | Vanguard Windsor™ Admiral™ | Owns companies we recommend for divestment | 4 | 3 | 8 | 6 | X | Large Value |
| GPAFX | Victory RS Large Cap Alpha A | Owns companies we recommend for divestment | 4 | 1 | 6 | 5 | X | Large Value |
| RCOCX | Victory RS Large Cap Alpha C | Owns companies we recommend for divestment | 4 | 1 | 6 | 5 | X | Large Value |
| RCEYX | Victory RS Large Cap Alpha Y | Owns companies we recommend for divestment | 4 | 1 | 6 | 5 | X | Large Value |
| USCAX | Victory Small Cap Stock | Owns companies we recommend for divestment | 4 | 8 | 4 | 7 | X | Small Blend |
| UISCX | Victory Small Cap Stock Institutional | Owns companies we recommend for divestment | 4 | 8 | 4 | 7 | X | Small Blend |
| CDC | VictoryShares US EQ Inc Enh Vol Wtd ETF | Owns companies we recommend for divestment | 4 | 6 | 6 | 5 | X | Large Value |
| CDL | VictoryShares US LgCp Hi Div Vol Wtd ETF | Owns companies we recommend for divestment | 4 | 6 | 6 | 5 | X | Large Value |
| USVM | VictoryShares US Sm Md Cp Val Momt ETF | Owns companies we recommend for divestment | 4 | 3 | 1 | 6 | X | Small Value |
| VIDI | Vident International Equity Strategy ETF | Owns companies we recommend for divestment | 4 | 0 | 10 | 0 | X | Foreign Large Value |
| PQNAX | Virtus NFJ Mid-Cap Value A | Owns companies we recommend for divestment | 4 | 6 | 3 | 5 | X | Mid-Cap Value |
| VTMSX | Vanguard Tax-Managed Small Cap Adm | Owns companies we recommend for divestment | 4 | 5 | 6 | 6 | X | Small Blend |
| PQNCX | Virtus NFJ Mid-Cap Value C | Owns companies we recommend for divestment | 4 | 6 | 3 | 5 | X | Mid-Cap Value |
| PRNIX | Virtus NFJ Mid-Cap Value Inst | Owns companies we recommend for divestment | 4 | 6 | 3 | 5 | X | Mid-Cap Value |
| ANPRX | Virtus NFJ Mid-Cap Value R6 | Owns companies we recommend for divestment | 4 | 6 | 3 | 5 | X | Mid-Cap Value |
| NTKLX | Voya Multi-Manager International Sm Cp A | Owns companies we recommend for divestment | 4 | 4 | 3 | 1 | X | Foreign Small/Mid Blend |
| NARCX | Voya Multi-Manager International Sm Cp C | Owns companies we recommend for divestment | 4 | 4 | 3 | 1 | X | Foreign Small/Mid Blend |
| NAPIX | Voya Multi-Manager International Sm Cp I | Owns companies we recommend for divestment | 4 | 4 | 3 | 1 | X | Foreign Small/Mid Blend |
| ISCWX | Voya Multi-Manager International Sm Cp W | Owns companies we recommend for divestment | 4 | 4 | 3 | 1 | X | Foreign Small/Mid Blend |
| VVJFX | Voya Multi-Manager Intl Sm Cp R6 | Owns companies we recommend for divestment | 4 | 4 | 3 | 1 | X | Foreign Small/Mid Blend |
| IRGJX | Voya Russell Mid Cap Growth Idx Port I | Owns companies we recommend for divestment | 4 | 6 | 5 | 7 | X | Mid-Cap Growth |
| IRGUX | Voya Russell Mid Cap Growth Idx Port S | Owns companies we recommend for divestment | 4 | 6 | 5 | 7 | X | Mid-Cap Growth |
| IRGVX | Voya Russell Mid Cap Growth Idx Port S2 | Owns companies we recommend for divestment | 4 | 6 | 5 | 7 | X | Mid-Cap Growth |
| IUAAX | VY® Invesco Equity and Income A | Owns companies we recommend for divestment | 4 | 5 | 9 | 8 | X | Moderately Aggressive Allocation |
| VTSIX | Vanguard Tax-Managed Small Cap I | Owns companies we recommend for divestment | 4 | 5 | 6 | 6 | X | Small Blend |
| VIOV | Vanguard S&P Small-Cap 600 Value ETF | Owns companies we recommend for divestment | 4 | 4 | 4 | 4 | X | Small Value |
| IUASX | VY® Invesco Equity and Income S | Owns companies we recommend for divestment | 4 | 5 | 9 | 8 | X | Moderately Aggressive Allocation |
| VMIDX | VALIC Company I Mid Cap Index | Owns companies we recommend for divestment | 4 | 8 | 6 | 10 | X | Mid-Cap Blend |
| TALCX | Transamerica Large Cap Value R6 | Owns companies we recommend for divestment | 4 | 5 | 8 | 7 | X | Large Value |
| TASHX | Transamerica Multi-Asset Income A | Owns companies we recommend for divestment | 4 | 5 | 6 | 7 | X | Moderate Allocation |
| TCSHX | Transamerica Multi-Asset Income C | Owns companies we recommend for divestment | 4 | 5 | 6 | 7 | X | Moderate Allocation |
| TSHIX | Transamerica Multi-Asset Income I | Owns companies we recommend for divestment | 4 | 5 | 6 | 7 | X | Moderate Allocation |
| Transamerica Multi-Asset Income I2 | Owns companies we recommend for divestment | 4 | 5 | 6 | 7 | X | Moderate Allocation |
| GUNZ | Tuttle Capital Self Defense Index ETF | Owns companies we recommend for divestment | 4 | 2 | 3 | 4 | X | Miscellaneous Sector |
| NANC | Unusual Whales Subversive Dem Trd ETF | Owns companies we recommend for divestment | 4 | 12 | 11 | 12 | X | Large Blend |
| KRUZ | Unusual Whales Subversive Rep Trd ETF | Owns companies we recommend for divestment | 4 | 7 | 9 | 8 | X | Large Blend |
| VICAX | USA Mutuals Vice A | Owns companies we recommend for divestment | 4 | 1 | 3 | 3 | X | Global Large-Stock Blend |
| VICCX | USA Mutuals Vice C | Owns companies we recommend for divestment | 4 | 1 | 3 | 3 | X | Global Large-Stock Blend |
| VICVX | USA Mutuals Vice Institutional | Owns companies we recommend for divestment | 4 | 1 | 3 | 3 | X | Global Large-Stock Blend |
| VICEX | USA Mutuals Vice Investor | Owns companies we recommend for divestment | 4 | 1 | 3 | 3 | X | Global Large-Stock Blend |
| VGWAX | Vanguard Global Wellington Admiral | Owns companies we recommend for divestment | 4 | 2 | 7 | 8 | X | Global Allocation |
| VSMVX | Vanguard S&P Small-Cap 600 Val Idx Instl | Owns companies we recommend for divestment | 4 | 4 | 4 | 4 | X | Small Value |
| VGWLX | Vanguard Global Wellington Investor | Owns companies we recommend for divestment | 4 | 2 | 7 | 8 | X | Global Allocation |
| VUG | Vanguard Growth ETF | Owns companies we recommend for divestment | 4 | 6 | 12 | 9 | X | Large Growth |
| VIGAX | Vanguard Growth Index Admiral | Owns companies we recommend for divestment | 4 | 6 | 12 | 9 | X | Large Growth |
| VIGIX | Vanguard Growth Index Institutional | Owns companies we recommend for divestment | 4 | 6 | 12 | 9 | X | Large Growth |
| VIGRX | Vanguard Growth Index Investor | Owns companies we recommend for divestment | 4 | 6 | 12 | 9 | X | Large Growth |
| VTRIX | Vanguard International Value Inv | Owns companies we recommend for divestment | 4 | 2 | 5 | 6 | X | Foreign Large Value |
| IVOO | Vanguard S&P Mid-Cap 400 ETF | Owns companies we recommend for divestment | 4 | 8 | 6 | 10 | X | Mid-Cap Blend |
| VSPMX | Vanguard S&P Mid-Cap 400 Index I | Owns companies we recommend for divestment | 4 | 8 | 6 | 10 | X | Mid-Cap Blend |
| IVOV | Vanguard S&P Mid-Cap 400 Value ETF | Owns companies we recommend for divestment | 4 | 7 | 5 | 10 | X | Small Value |
| VMFVX | Vanguard S&P Mid-Cap 400 Value Idx I | Owns companies we recommend for divestment | 4 | 7 | 5 | 10 | X | Small Value |
| VIOO | Vanguard S&P Small-Cap 600 ETF | Owns companies we recommend for divestment | 4 | 5 | 6 | 6 | X | Small Blend |
| VSMSX | Vanguard S&P Small-Cap 600 Index I | Owns companies we recommend for divestment | 4 | 5 | 6 | 6 | X | Small Blend |
| IUAIX | VY® Invesco Equity and Income I | Owns companies we recommend for divestment | 4 | 5 | 9 | 8 | X | Moderately Aggressive Allocation |
| IVIPX | VY® Invesco Equity and Income S2 | Owns companies we recommend for divestment | 4 | 5 | 9 | 8 | X | Moderately Aggressive Allocation |
| TWQIX | Transamerica Large Cap Value I | Owns companies we recommend for divestment | 4 | 5 | 8 | 7 | X | Large Value |
| AVPAX | American Beacon Small Cp Val Inv | Owns companies we recommend for divestment | 5 | 9 | 3 | 9 | X | Small Value |
| OUSA | ALPS O'Shares US Quality Div ETF | Owns companies we recommend for divestment | 5 | 9 | 8 | 11 | X | Large Value |
| DIVD | Altrius Global Dividend ETF | Owns companies we recommend for divestment | 5 | 2 | 11 | 3 | X | Global Large-Stock Value |
| ABFAX | American Beacon Balanced A | Owns companies we recommend for divestment | 5 | 4 | 8 | 7 | X | Moderate Allocation |
| ABLSX | American Beacon Balanced Adv | Owns companies we recommend for divestment | 5 | 4 | 8 | 7 | X | Moderate Allocation |
| ABCCX | American Beacon Balanced C | Owns companies we recommend for divestment | 5 | 4 | 8 | 7 | X | Moderate Allocation |
| AABPX | American Beacon Balanced Inv | Owns companies we recommend for divestment | 5 | 4 | 8 | 7 | X | Moderate Allocation |
| AADBX | American Beacon Balanced R5 | Owns companies we recommend for divestment | 5 | 4 | 8 | 7 | X | Moderate Allocation |
| ACBYX | American Beacon Balanced Y | Owns companies we recommend for divestment | 5 | 4 | 8 | 7 | X | Moderate Allocation |
| AASRX | American Beacon Small Cap Value R6 | Owns companies we recommend for divestment | 5 | 9 | 3 | 9 | X | Small Value |
| ABSAX | American Beacon Small Cp Val A | Owns companies we recommend for divestment | 5 | 9 | 3 | 9 | X | Small Value |
| AASSX | American Beacon Small Cp Val Adv | Owns companies we recommend for divestment | 5 | 9 | 3 | 9 | X | Small Value |
| ASVCX | American Beacon Small Cp Val C | Owns companies we recommend for divestment | 5 | 9 | 3 | 9 | X | Small Value |
| AVFIX | American Beacon Small Cp Val R5 | Owns companies we recommend for divestment | 5 | 9 | 3 | 9 | X | Small Value |
| WLCIX | Allspring Large Company Value Inst | Owns companies we recommend for divestment | 5 | 9 | 7 | 9 | X | Large Value |
| ABSYX | American Beacon Small Cp Val Y | Owns companies we recommend for divestment | 5 | 9 | 3 | 9 | X | Small Value |
| AMADX | American Century Discplnd Cor Val A | Owns companies we recommend for divestment | 5 | 7 | 10 | 10 | X | Large Value |
| ACGCX | American Century Discplnd Cor Val C | Owns companies we recommend for divestment | 5 | 7 | 10 | 10 | X | Large Value |
| AMGIX | American Century Discplnd Cor Val I | Owns companies we recommend for divestment | 5 | 7 | 10 | 10 | X | Large Value |
| BIGRX | American Century Discplnd Cor Val Inv | Owns companies we recommend for divestment | 5 | 7 | 10 | 10 | X | Large Value |
| AICRX | American Century Discplnd Cor Val R | Owns companies we recommend for divestment | 5 | 7 | 10 | 10 | X | Large Value |
| AICGX | American Century Discplnd Cor Val R5 | Owns companies we recommend for divestment | 5 | 7 | 10 | 10 | X | Large Value |
| ITEQ | Amplify BlueStar Israel Technology ETF | Owns companies we recommend for divestment | 5 | 2 | 8 | 2 | X | Technology |
| ANDIX | AQR International Defensive Style I | Owns companies we recommend for divestment | 5 | 3 | 5 | 3 | X | Foreign Large Blend |
| ANDNX | AQR International Defensive Style N | Owns companies we recommend for divestment | 5 | 3 | 5 | 3 | X | Foreign Large Blend |
| ANDRX | AQR International Defensive Style R6 | Owns companies we recommend for divestment | 5 | 3 | 5 | 3 | X | Foreign Large Blend |
| ARDGX | Archer Dividend Growth | Owns companies we recommend for divestment | 5 | 2 | 4 | 4 | X | Large Value |
| WTLVX | Allspring Large Company Value R6 | Owns companies we recommend for divestment | 5 | 9 | 7 | 9 | X | Large Value |
| WFLVX | Allspring Large Company Value C | Owns companies we recommend for divestment | 5 | 9 | 7 | 9 | X | Large Value |
| IVGAX | VY® Invesco Growth and Income A | Owns companies we recommend for divestment | 4 | 5 | 9 | 8 | X | Large Value |
| WBAT | WisdomTree Battery Val Chn & Innvt ETF | Owns companies we recommend for divestment | 4 | 3 | 9 | 5 | X | Technology |
| IVGIX | VY® Invesco Growth and Income I | Owns companies we recommend for divestment | 4 | 5 | 9 | 8 | X | Large Value |
| IVGSX | VY® Invesco Growth and Income S | Owns companies we recommend for divestment | 4 | 5 | 9 | 8 | X | Large Value |
| IVITX | VY® Invesco Growth and Income S2 | Owns companies we recommend for divestment | 4 | 5 | 9 | 8 | X | Large Value |
| ITEAX | VY® T. Rowe Price Equity Income A | Owns companies we recommend for divestment | 4 | 6 | 8 | 6 | X | Large Value |
| ITEIX | VY® T. Rowe Price Equity Income I | Owns companies we recommend for divestment | 4 | 6 | 8 | 6 | X | Large Value |
| IRPSX | VY® T. Rowe Price Equity Income S | Owns companies we recommend for divestment | 4 | 6 | 8 | 6 | X | Large Value |
| ITETX | VY® T. Rowe Price Equity Income S2 | Owns companies we recommend for divestment | 4 | 6 | 8 | 6 | X | Large Value |
| WBIL | WBI BullBear Quality 3000 ETF | Owns companies we recommend for divestment | 4 | 3 | 8 | 5 | X | Tactical Allocation |
| WLTG | WealthTrust DBS Long Term Growth ETF | Owns companies we recommend for divestment | 4 | 3 | 6 | 6 | X | Large Blend |
| WMBLX | WesMark Balanced | Owns companies we recommend for divestment | 4 | 4 | 7 | 5 | X | Moderate Allocation |
| WLCGX | Wilshire Large Company Growth Instl | Owns companies we recommend for divestment | 4 | 6 | 7 | 9 | X | Large Growth |
| DTLGX | Wilshire Large Company Growth Invmt | Owns companies we recommend for divestment | 4 | 6 | 7 | 9 | X | Large Growth |
| DOL | WisdomTree International LargeCp Div ETF | Owns companies we recommend for divestment | 4 | 2 | 13 | 7 | X | Foreign Large Value |
| WWIDX | Allspring Large Company Value Admin | Owns companies we recommend for divestment | 5 | 9 | 7 | 9 | X | Large Value |
| DES | WisdomTree US SmallCap Dividend ETF | Owns companies we recommend for divestment | 4 | 3 | 5 | 3 | X | Small Value |
| SQBFX | X-Square Balanced Fund, LLC A | Owns companies we recommend for divestment | 4 | 4 | 10 | 6 | X | Moderate Allocation |
| SQCBX | X-Square Balanced Fund, LLC C | Owns companies we recommend for divestment | 4 | 4 | 10 | 6 | X | Moderate Allocation |
| SQBIX | X-Square Balanced Fund, LLC Instl | Owns companies we recommend for divestment | 4 | 4 | 10 | 6 | X | Moderate Allocation |
| USCA | Xtrackers MSCI USA Clmt Actn Eq ETF | Owns companies we recommend for divestment | 4 | 9 | 16 | 17 | V | Large Blend |
| CZOVX | Zacks All-Cap Core Institutional | Owns companies we recommend for divestment | 4 | 5 | 10 | 9 | X | Large Blend |
| SMIZ | Zacks Small/Mid Cap ETF | Owns companies we recommend for divestment | 4 | 1 | 2 | 6 | X | Small Blend |
| TNRAX | 1290 Avantis U.S. Large Cap Growth A | Owns companies we recommend for divestment | 5 | 8 | 12 | 7 | X | Large Growth |
| TNXIX | 1290 Avantis U.S. Large Cap Growth I | Owns companies we recommend for divestment | 5 | 8 | 12 | 7 | X | Large Growth |
| FWD | AB Disruptors ETF | Owns companies we recommend for divestment | 5 | 3 | 11 | 6 | X | Global Large-Stock Growth |
| LOWV | AB US Low Volatility Equity ETF | Owns companies we recommend for divestment | 5 | 5 | 7 | 10 | X | Large Blend |
| WLDR | Affinity World Leaders Equity ETF | Owns companies we recommend for divestment | 5 | 5 | 10 | 2 | X | Global Large-Stock Value |
| WLCAX | Allspring Large Company Value A | Owns companies we recommend for divestment | 5 | 9 | 7 | 9 | X | Large Value |
| TWQZX | Transamerica Large Cap Value I2 | Owns companies we recommend for divestment | 4 | 5 | 8 | 7 | X | Large Value |
| TWQCX | Transamerica Large Cap Value C | Owns companies we recommend for divestment | 4 | 5 | 8 | 7 | X | Large Value |
| ALCEX | Avantis U.S. Large Cap Value G | Owns companies we recommend for divestment | 5 | 11 | 12 | 11 | X | Large Value |
| UMDD | ProShares UltraPro MidCap400 | Owns companies we recommend for divestment | 4 | 8 | 6 | 10 | X | Trading--Leveraged Equity |
| PSSJX | Principal SmallCap S&P 600 Index J | Owns companies we recommend for divestment | 4 | 5 | 6 | 6 | X | Small Blend |
| PSSMX | Principal SmallCap S&P 600 Index R3 | Owns companies we recommend for divestment | 4 | 5 | 6 | 6 | X | Small Blend |
| PSSPX | Principal SmallCap S&P 600 Index R5 | Owns companies we recommend for divestment | 4 | 5 | 6 | 6 | X | Small Blend |
| PSPIX | Principal SmallCap S&P 600 Index R6 | Owns companies we recommend for divestment | 4 | 5 | 6 | 6 | X | Small Blend |
| MLPIX | ProFunds Mid Cap Value Inv | Owns companies we recommend for divestment | 4 | 7 | 4 | 10 | X | Small Value |
| MLPSX | ProFunds Mid Cap Value Svc | Owns companies we recommend for divestment | 4 | 7 | 4 | 10 | X | Small Value |
| SVPIX | ProFunds Small Cap Value Inv | Owns companies we recommend for divestment | 4 | 4 | 4 | 4 | X | Small Value |
| SVPSX | ProFunds Small Cap Value Svc | Owns companies we recommend for divestment | 4 | 4 | 4 | 4 | X | Small Value |
| UMPIX | ProFunds UltraMid Cap Inv | Owns companies we recommend for divestment | 4 | 8 | 5 | 10 | X | Trading--Leveraged Equity |
| UMPSX | ProFunds UltraMid Cap Svc | Owns companies we recommend for divestment | 4 | 8 | 5 | 10 | X | Trading--Leveraged Equity |
| MVV | ProShares Ultra MidCap400 | Owns companies we recommend for divestment | 4 | 8 | 6 | 10 | X | Trading--Leveraged Equity |
| SAA | ProShares Ultra SmallCap600 | Owns companies we recommend for divestment | 4 | 5 | 6 | 6 | X | Trading--Leveraged Equity |
| PNRAX | Putnam Research A | Owns companies we recommend for divestment | 4 | 7 | 10 | 9 | X | Large Blend |
| PMAPX | Principal MidCap S&P 400 Index R6 | Owns companies we recommend for divestment | 4 | 8 | 6 | 10 | X | Mid-Cap Blend |
| PRACX | Putnam Research C | Owns companies we recommend for divestment | 4 | 7 | 10 | 9 | X | Large Blend |
| PRSRX | Putnam Research R | Owns companies we recommend for divestment | 4 | 7 | 10 | 9 | X | Large Blend |
| PLJMX | Putnam Research R6 | Owns companies we recommend for divestment | 4 | 7 | 10 | 9 | X | Large Blend |
| PURYX | Putnam Research Y | Owns companies we recommend for divestment | 4 | 7 | 10 | 9 | X | Large Blend |
| FLDZ | RiverNorth Patriot ETF | Owns companies we recommend for divestment | 4 | 10 | 1 | 10 | X | Mid-Cap Blend |
| RYLVX | Rydex S&P 500 Pure Value A | Owns companies we recommend for divestment | 4 | 11 | 5 | 5 | X | Large Value |
| RYVVX | Rydex S&P 500 Pure Value C | Owns companies we recommend for divestment | 4 | 11 | 5 | 5 | X | Large Value |
| RYZAX | Rydex S&P 500 Pure Value H | Owns companies we recommend for divestment | 4 | 11 | 5 | 5 | X | Large Value |
| SCHD | Schwab US Dividend Equity ETF™ | Owns companies we recommend for divestment | 4 | 5 | 5 | 4 | X | Large Value |
| SCHG | Schwab US Large-Cap Growth ETF™ | Owns companies we recommend for divestment | 4 | 5 | 9 | 12 | X | Large Growth |
| CIEQX | Segall Bryant & Hamll Intl Eq Inst | Owns companies we recommend for divestment | 4 | 3 | 18 | 3 | X | Foreign Large Value |
| CIQRX | Segall Bryant & Hamll Intl Eq Retl | Owns companies we recommend for divestment | 4 | 3 | 18 | 3 | X | Foreign Large Value |
| PSSIX | Principal SmallCap S&P 600 Index Inst | Owns companies we recommend for divestment | 4 | 5 | 6 | 6 | X | Small Blend |
| PMFPX | Principal MidCap S&P 400 Index R5 | Owns companies we recommend for divestment | 4 | 8 | 6 | 10 | X | Mid-Cap Blend |
| STMSX | SEI Tax-Managed Small/Mid Cap F (SIMT) | Owns companies we recommend for divestment | 4 | 3 | 5 | 8 | X | Small Blend |
| PTMC | Pacer Trendpilot™ US Mid Cap ETF | Owns companies we recommend for divestment | 4 | 8 | 6 | 10 | X | Mid-Cap Blend |
| TRLCX | Nuveen Large Cap Value Retire | Owns companies we recommend for divestment | 4 | 4 | 8 | 5 | X | Large Value |
| TRLWX | Nuveen Large Cap Value W | Owns companies we recommend for divestment | 4 | 4 | 8 | 5 | X | Large Value |
| OWACX | Old Westbury All Cap Core | Owns companies we recommend for divestment | 4 | 6 | 5 | 9 | X | Large Growth |
| OFAVX | Olstein All Cap Value A | Owns companies we recommend for divestment | 4 | 5 | 7 | 9 | X | Large Value |
| OFAFX | Olstein All Cap Value Adv | Owns companies we recommend for divestment | 4 | 5 | 7 | 9 | X | Large Value |
| OFALX | Olstein All Cap Value C | Owns companies we recommend for divestment | 4 | 5 | 7 | 9 | X | Large Value |
| OAIEX | Optimum International A | Owns companies we recommend for divestment | 4 | 3 | 7 | 1 | X | Foreign Large Blend |
| OCIEX | Optimum International C | Owns companies we recommend for divestment | 4 | 3 | 7 | 1 | X | Foreign Large Blend |
| OIIEX | Optimum International Instl | Owns companies we recommend for divestment | 4 | 3 | 7 | 1 | X | Foreign Large Blend |
| PCPAX | PACE Large Co Value Equity A | Owns companies we recommend for divestment | 4 | 3 | 8 | 5 | X | Large Value |
| PCLVX | PACE Large Co Value Equity P | Owns companies we recommend for divestment | 4 | 3 | 8 | 5 | X | Large Value |
| GLBL | Pacer MSCI World Industry Advantage ETF | Owns companies we recommend for divestment | 4 | 8 | 18 | 14 | X | Global Large-Stock Blend |
| PBQAX | PGIM Jennison Blend A | Owns companies we recommend for divestment | 4 | 8 | 12 | 10 | X | Large Growth |
| PMFMX | Principal MidCap S&P 400 Index R3 | Owns companies we recommend for divestment | 4 | 8 | 6 | 10 | X | Mid-Cap Blend |
| PRECX | PGIM Jennison Blend C | Owns companies we recommend for divestment | 4 | 8 | 12 | 10 | X | Large Growth |
| PBQQX | PGIM Jennison Blend R6 | Owns companies we recommend for divestment | 4 | 8 | 12 | 10 | X | Large Growth |
| PEQZX | PGIM Jennison Blend Z | Owns companies we recommend for divestment | 4 | 8 | 12 | 10 | X | Large Growth |
| PQCCX | PGIM Quant Solutions Mid-Cap Index R6 | Owns companies we recommend for divestment | 4 | 8 | 6 | 10 | X | Mid-Cap Blend |
| SPRAX | PGIM Quant Solutions Mid-Cap Val A | Owns companies we recommend for divestment | 4 | 3 | 4 | 4 | X | Mid-Cap Value |
| NCBVX | PGIM Quant Solutions Mid-Cap Val C | Owns companies we recommend for divestment | 4 | 3 | 4 | 4 | X | Mid-Cap Value |
| SDVRX | PGIM Quant Solutions Mid-Cap Val R | Owns companies we recommend for divestment | 4 | 3 | 4 | 4 | X | Mid-Cap Value |
| PMVEX | PGIM Quant Solutions Mid-Cap Val R2 | Owns companies we recommend for divestment | 4 | 3 | 4 | 4 | X | Mid-Cap Value |
| PMVFX | PGIM Quant Solutions Mid-Cap Val R4 | Owns companies we recommend for divestment | 4 | 3 | 4 | 4 | X | Mid-Cap Value |
| PMVQX | PGIM Quant Solutions Mid-Cap Val R6 | Owns companies we recommend for divestment | 4 | 3 | 4 | 4 | X | Mid-Cap Value |
| SPVZX | PGIM Quant Solutions Mid-Cap Val Z | Owns companies we recommend for divestment | 4 | 3 | 4 | 4 | X | Mid-Cap Value |
| MPSIX | Principal MidCap S&P 400 Index Inst | Owns companies we recommend for divestment | 4 | 8 | 6 | 10 | X | Mid-Cap Blend |
| PMFJX | Principal MidCap S&P 400 Index J | Owns companies we recommend for divestment | 4 | 8 | 6 | 10 | X | Mid-Cap Blend |
| SEIV | SEI Enhanced US Large Cap Value Fac ETF | Owns companies we recommend for divestment | 4 | 9 | 11 | 11 | X | Large Value |
| STMPX | SEI Tax-Managed Small/Mid Cap Y(SIMT) | Owns companies we recommend for divestment | 4 | 3 | 5 | 8 | X | Small Blend |
| TWQAX | Transamerica Large Cap Value A | Owns companies we recommend for divestment | 4 | 5 | 8 | 7 | X | Large Value |
| TMSL | T. Rowe Price Small-Mid Cap ETF | Owns companies we recommend for divestment | 4 | 3 | 2 | 4 | X | Mid-Cap Blend |
| REIPX | T. Rowe Price Equity Income I | Owns companies we recommend for divestment | 4 | 6 | 8 | 6 | X | Large Value |
| RRFDX | T. Rowe Price Equity Income R | Owns companies we recommend for divestment | 4 | 6 | 8 | 6 | X | Large Value |
| TRZQX | T. Rowe Price Equity Income Z | Owns companies we recommend for divestment | 4 | 6 | 8 | 6 | X | Large Value |
| RPGEX | T. Rowe Price Global Growth Stock | Owns companies we recommend for divestment | 4 | 4 | 6 | 8 | X | Global Large-Stock Growth |
| PAGLX | T. Rowe Price Global Growth Stock Adv | Owns companies we recommend for divestment | 4 | 4 | 6 | 8 | X | Global Large-Stock Growth |
| RGGIX | T. Rowe Price Global Growth Stock I | Owns companies we recommend for divestment | 4 | 4 | 6 | 8 | X | Global Large-Stock Growth |
| TQSMX | T. Rowe Price Integrated US SMCC Eq | Owns companies we recommend for divestment | 4 | 3 | 3 | 4 | X | Mid-Cap Blend |
| TQSAX | T. Rowe Price Integrated US SMCC Eq Adv | Owns companies we recommend for divestment | 4 | 3 | 3 | 4 | X | Mid-Cap Blend |
| TQSIX | T. Rowe Price Integrated US SMCC Eq I | Owns companies we recommend for divestment | 4 | 3 | 3 | 4 | X | Mid-Cap Blend |
| PRSCX | T. Rowe Price Science & Tech | Owns companies we recommend for divestment | 4 | 4 | 10 | 11 | X | Technology |
| PASTX | T. Rowe Price Science & Tech Adv | Owns companies we recommend for divestment | 4 | 4 | 10 | 11 | X | Technology |
| TSNIX | T. Rowe Price Science & Tech I | Owns companies we recommend for divestment | 4 | 4 | 10 | 11 | X | Technology |
| TEPLX | Templeton Growth A | Owns companies we recommend for divestment | 4 | 4 | 7 | 8 | X | Global Large-Stock Blend |
| PAFDX | T. Rowe Price Equity Income Advisor | Owns companies we recommend for divestment | 4 | 6 | 8 | 6 | X | Large Value |
| TGADX | Templeton Growth Adv | Owns companies we recommend for divestment | 4 | 4 | 7 | 8 | X | Global Large-Stock Blend |
| FTGQX | Templeton Growth C | Owns companies we recommend for divestment | 4 | 4 | 7 | 8 | X | Global Large-Stock Blend |
| TEGRX | Templeton Growth R | Owns companies we recommend for divestment | 4 | 4 | 7 | 8 | X | Global Large-Stock Blend |
| FTGFX | Templeton Growth R6 | Owns companies we recommend for divestment | 4 | 4 | 7 | 8 | X | Global Large-Stock Blend |
| TXS | Texas Capital Texas Equity Index ETF | Owns companies we recommend for divestment | 4 | 1 | 4 | 3 | X | Mid-Cap Blend |
| DRIPX | The MP 63 | Owns companies we recommend for divestment | 4 | 4 | 8 | 7 | X | Large Value |
| Thrivent Core International Equity | Owns companies we recommend for divestment | 4 | 2 | 11 | 5 | X | Foreign Large Blend |
| DVND | Touchstone Dividend Select ETF | Owns companies we recommend for divestment | 4 | 4 | 8 | 5 | X | Large Value |
| TIHAX | Transamerica International Stock A | Owns companies we recommend for divestment | 4 | 1 | 11 | 4 | X | Foreign Large Value |
| TIHBX | Transamerica International Stock I | Owns companies we recommend for divestment | 4 | 1 | 11 | 4 | X | Foreign Large Value |
| TIHIX | Transamerica International Stock I2 | Owns companies we recommend for divestment | 4 | 1 | 11 | 4 | X | Foreign Large Value |
| TIHJX | Transamerica International Stock R6 | Owns companies we recommend for divestment | 4 | 1 | 11 | 4 | X | Foreign Large Value |
| TEQI | T. Rowe Price Equity Income ETF | Owns companies we recommend for divestment | 4 | 7 | 7 | 7 | X | Large Value |
| PRFDX | T. Rowe Price Equity Income | Owns companies we recommend for divestment | 4 | 6 | 8 | 6 | X | Large Value |
| EUAD | Select STOXX Europe Aersspc & Defns ETF | Owns companies we recommend for divestment | 4 | 0 | 3 | 2 | X | Industrials |
| SNIGX | Sit Large Cap Growth | Owns companies we recommend for divestment | 4 | 3 | 10 | 9 | X | Large Growth |
| LVOLX | SGI US Large Cap Equity A | Owns companies we recommend for divestment | 4 | 9 | 6 | 7 | X | Large Blend |
| SGICX | SGI US Large Cap Equity C | Owns companies we recommend for divestment | 4 | 9 | 6 | 7 | X | Large Blend |
| SILVX | SGI US Large Cap Equity I | Owns companies we recommend for divestment | 4 | 9 | 6 | 7 | X | Large Blend |
| EQTKX | Shelton Equity Income Class K | Owns companies we recommend for divestment | 4 | 7 | 14 | 10 | X | Derivative Income |
| EQTIX | Shelton Equity Income Investor | Owns companies we recommend for divestment | 4 | 7 | 14 | 10 | X | Derivative Income |
| SPMIX | Shelton S&P Midcap Index Investor | Owns companies we recommend for divestment | 4 | 8 | 5 | 10 | X | Mid-Cap Blend |
| MIDKX | Shelton S&P Midcap Index K | Owns companies we recommend for divestment | 4 | 8 | 5 | 10 | X | Mid-Cap Blend |
| SMCIX | Shelton S&P Smallcap Index Investor | Owns companies we recommend for divestment | 4 | 5 | 6 | 6 | X | Small Blend |
| SMLKX | Shelton S&P Smallcap Index K | Owns companies we recommend for divestment | 4 | 5 | 6 | 6 | X | Small Blend |
| NXTI | Simplify Next Intangible Core Index ETF | Owns companies we recommend for divestment | 4 | 7 | 10 | 6 | X | Large Blend |
| SDVGX | Sit Dividend Growth I | Owns companies we recommend for divestment | 4 | 4 | 9 | 9 | X | Large Blend |
| SDVSX | Sit Dividend Growth S | Owns companies we recommend for divestment | 4 | 4 | 9 | 9 | X | Large Blend |
| SFYX | SoFi Next 500 ETF | Owns companies we recommend for divestment | 4 | 8 | 5 | 10 | X | Mid-Cap Blend |
| TCAF | T. Rowe Price Capital Apprec Eq ETF | Owns companies we recommend for divestment | 4 | 5 | 7 | 9 | X | Large Blend |
| PSK | SPDR® ICE Preferred Securities ETF | Owns companies we recommend for divestment | 4 | 4 | 0 | 5 | X | Preferred Stock |
| SPMD | SPDR® Portfolio S&P 400™ Mid Cap ETF | Owns companies we recommend for divestment | 4 | 8 | 6 | 10 | X | Mid-Cap Blend |
| SPSM | SPDR® Portfolio S&P 600™ Sm Cap ETF | Owns companies we recommend for divestment | 4 | 5 | 6 | 6 | X | Small Blend |
| ONEY | SPDR® Russell 1000® Yield Focus ETF | Owns companies we recommend for divestment | 4 | 13 | 7 | 7 | X | Mid-Cap Value |
| MDYV | SPDR® S&P 400 Mid Cap Value ETF | Owns companies we recommend for divestment | 4 | 7 | 5 | 10 | X | Small Value |
| SLYV | SPDR® S&P 600 Small Cap Value ETF | Owns companies we recommend for divestment | 4 | 4 | 4 | 4 | X | Small Value |
| MDY | SPDR® S&P MIDCAP 400 ETF Trust | Owns companies we recommend for divestment | 4 | 8 | 6 | 10 | X | Mid-Cap Blend |
| BBTGX | Sterling Capital Behav Lg Cp Val Eq A | Owns companies we recommend for divestment | 4 | 6 | 5 | 6 | X | Large Value |
| BCVCX | Sterling Capital Behav Lg Cp Val Eq C | Owns companies we recommend for divestment | 4 | 6 | 5 | 6 | X | Large Value |
| BBISX | Sterling Capital Behav Lg Cp Val Eq Intl | Owns companies we recommend for divestment | 4 | 6 | 5 | 6 | X | Large Value |
| STRAX | Sterling Capital Behav Lg Cp Val Eq R6 | Owns companies we recommend for divestment | 4 | 6 | 5 | 6 | X | Large Value |
| SAMT | Strategas Macro Thematic Opp ETF | Owns companies we recommend for divestment | 4 | 4 | 7 | 6 | X | Large Blend |
| STXM | Strive Mid-Cap ETF | Owns companies we recommend for divestment | 4 | 5 | 4 | 9 | X | Mid-Cap Blend |
| ARKQ | ARK Autonomous Technology&Robotics ETF | Owns companies we recommend for divestment | 5 | 1 | 6 | 8 | X | Technology |
| AVLVX | Avantis U.S. Large Cap Value Inst | Owns companies we recommend for divestment | 5 | 11 | 12 | 11 | X | Large Value |
| JIVCX | JPMorgan U.S. Applied Data Sci Val C | Owns companies we recommend for divestment | 5 | 6 | 6 | 9 | X | Large Value |
| SMMD | iShares Russell 2500 ETF | Owns companies we recommend for divestment | 5 | 8 | 6 | 11 | X | Small Blend |
| LCEAX | Invesco Diversified Dividend A | Owns companies we recommend for divestment | 5 | 4 | 4 | 6 | X | Large Value |
| LCEVX | Invesco Diversified Dividend C | Owns companies we recommend for divestment | 5 | 4 | 4 | 6 | X | Large Value |
| LCEIX | Invesco Diversified Dividend Investor | Owns companies we recommend for divestment | 5 | 4 | 4 | 6 | X | Large Value |
| DDFRX | Invesco Diversified Dividend R | Owns companies we recommend for divestment | 5 | 4 | 4 | 6 | X | Large Value |
| DDFIX | Invesco Diversified Dividend R5 | Owns companies we recommend for divestment | 5 | 4 | 4 | 6 | X | Large Value |
| LCEFX | Invesco Diversified Dividend R6 | Owns companies we recommend for divestment | 5 | 4 | 4 | 6 | X | Large Value |
| LCEYX | Invesco Diversified Dividend Y | Owns companies we recommend for divestment | 5 | 4 | 4 | 6 | X | Large Value |
| OMFS | Invesco Russell 2000® Dynamic Mltfct ETF | Owns companies we recommend for divestment | 5 | 7 | 6 | 7 | X | Small Blend |
| ESMV | iShares ESG MSCI USA Min Vol Factor ETF | Owns companies we recommend for divestment | 5 | 8 | 9 | 9 | V | Large Blend |
| IOO | iShares Global 100 ETF | Owns companies we recommend for divestment | 5 | 7 | 16 | 11 | X | Global Large-Stock Blend |
| SMMV | iShares MSCI USA Sm-Cp Min Vol Fctr ETF | Owns companies we recommend for divestment | 5 | 7 | 4 | 7 | X | Small Blend |
| IWO | iShares Russell 2000 Growth ETF | Owns companies we recommend for divestment | 5 | 7 | 4 | 5 | X | Small Growth |
| IWY | iShares Russell Top 200 Growth ETF | Owns companies we recommend for divestment | 5 | 7 | 11 | 7 | X | Large Growth |
| ICSFX | Invesco Comstock R6 | Owns companies we recommend for divestment | 5 | 4 | 8 | 4 | X | Large Value |
| DVY | iShares Select Dividend ETF | Owns companies we recommend for divestment | 5 | 7 | 6 | 7 | X | Large Value |
| DYNF | iShares U.S. Equity Fac Rotation Act ETF | Owns companies we recommend for divestment | 5 | 6 | 14 | 8 | X | Large Blend |
| SMLF | iShares U.S. Small-Cap Eq Fac ETF | Owns companies we recommend for divestment | 5 | 11 | 6 | 13 | X | Small Blend |
| USXF | iShares® ESG Advanced MSCI USA ETF | Owns companies we recommend for divestment | 5 | 6 | 6 | 8 | V | Large Growth |
| JDNAX | Janus Henderson Growth And Income A | Owns companies we recommend for divestment | 5 | 4 | 8 | 9 | X | Large Blend |
| JGICX | Janus Henderson Growth And Income C | Owns companies we recommend for divestment | 5 | 4 | 8 | 9 | X | Large Blend |
| JNGIX | Janus Henderson Growth And Income D | Owns companies we recommend for divestment | 5 | 4 | 8 | 9 | X | Large Blend |
| JGINX | Janus Henderson Growth And Income I | Owns companies we recommend for divestment | 5 | 4 | 8 | 9 | X | Large Blend |
| JDNNX | Janus Henderson Growth And Income N | Owns companies we recommend for divestment | 5 | 4 | 8 | 9 | X | Large Blend |
| JDNRX | Janus Henderson Growth And Income R | Owns companies we recommend for divestment | 5 | 4 | 8 | 9 | X | Large Blend |
| JADGX | Janus Henderson Growth And Income S | Owns companies we recommend for divestment | 5 | 4 | 8 | 9 | X | Large Blend |
| JAGIX | Janus Henderson Growth And Income T | Owns companies we recommend for divestment | 5 | 4 | 8 | 9 | X | Large Blend |
| ACSDX | Invesco Comstock Y | Owns companies we recommend for divestment | 5 | 4 | 8 | 4 | X | Large Value |
| ACSHX | Invesco Comstock R5 | Owns companies we recommend for divestment | 5 | 4 | 8 | 4 | X | Large Value |
| JVMCX | JHancock Disciplined Value Mid Cap C | Owns companies we recommend for divestment | 5 | 0 | 5 | 6 | X | Mid-Cap Value |
| HDGSX | Hartford Dividend and Growth R4 | Owns companies we recommend for divestment | 5 | 3 | 7 | 6 | X | Large Value |
| GCTIX | Goldman Sachs US Tax-Managed Eq Instl | Owns companies we recommend for divestment | 5 | 9 | 13 | 12 | X | Large Blend |
| GQIRX | Goldman Sachs US Tax-Managed Eq Inv | Owns companies we recommend for divestment | 5 | 9 | 13 | 12 | X | Large Blend |
| GSDPX | Goldman Sachs US Tax-Managed Eq P | Owns companies we recommend for divestment | 5 | 9 | 13 | 12 | X | Large Blend |
| GCTRX | Goldman Sachs US Tax-Managed Eq R6 | Owns companies we recommend for divestment | 5 | 9 | 13 | 12 | X | Large Blend |
| GCTSX | Goldman Sachs US Tax-Managed Eq Svc | Owns companies we recommend for divestment | 5 | 9 | 13 | 12 | X | Large Blend |
| IHGIX | Hartford Dividend and Growth A | Owns companies we recommend for divestment | 5 | 3 | 7 | 6 | X | Large Value |
| HDGCX | Hartford Dividend and Growth C | Owns companies we recommend for divestment | 5 | 3 | 7 | 6 | X | Large Value |
| HDGFX | Hartford Dividend and Growth F | Owns companies we recommend for divestment | 5 | 3 | 7 | 6 | X | Large Value |
| HIADX | Hartford Dividend and Growth HLS IA | Owns companies we recommend for divestment | 5 | 3 | 7 | 6 | X | Large Value |
| HDGBX | Hartford Dividend and Growth HLS IB | Owns companies we recommend for divestment | 5 | 3 | 7 | 6 | X | Large Value |
| HDGIX | Hartford Dividend and Growth I | Owns companies we recommend for divestment | 5 | 3 | 7 | 6 | X | Large Value |
| HDGRX | Hartford Dividend and Growth R3 | Owns companies we recommend for divestment | 5 | 3 | 7 | 6 | X | Large Value |
| HDGTX | Hartford Dividend and Growth R5 | Owns companies we recommend for divestment | 5 | 3 | 7 | 6 | X | Large Value |
| ACSRX | Invesco Comstock R | Owns companies we recommend for divestment | 5 | 4 | 8 | 4 | X | Large Value |
| HDGVX | Hartford Dividend and Growth R6 | Owns companies we recommend for divestment | 5 | 3 | 7 | 6 | X | Large Value |
| HDGYX | Hartford Dividend and Growth Y | Owns companies we recommend for divestment | 5 | 3 | 7 | 6 | X | Large Value |
| VMAX | Hartford US Value ETF | Owns companies we recommend for divestment | 5 | 8 | 12 | 6 | X | Large Value |
| ICAP | InfraCap Equity Income ETF | Owns companies we recommend for divestment | 5 | 5 | 9 | 6 | X | Mid-Cap Value |
| QMGAX | Invesco Advantage International A | Owns companies we recommend for divestment | 5 | 2 | 13 | 6 | X | Foreign Large Blend |
| QMGCX | Invesco Advantage International C | Owns companies we recommend for divestment | 5 | 2 | 13 | 6 | X | Foreign Large Blend |
| QMGRX | Invesco Advantage International R | Owns companies we recommend for divestment | 5 | 2 | 13 | 6 | X | Foreign Large Blend |
| GMAGX | Invesco Advantage International R5 | Owns companies we recommend for divestment | 5 | 2 | 13 | 6 | X | Foreign Large Blend |
| QMGIX | Invesco Advantage International R6 | Owns companies we recommend for divestment | 5 | 2 | 13 | 6 | X | Foreign Large Blend |
| QMGYX | Invesco Advantage International Y | Owns companies we recommend for divestment | 5 | 2 | 13 | 6 | X | Foreign Large Blend |
| PKW | Invesco BuyBack Achievers ETF | Owns companies we recommend for divestment | 5 | 4 | 7 | 6 | X | Mid-Cap Value |
| ACSTX | Invesco Comstock A | Owns companies we recommend for divestment | 5 | 4 | 8 | 4 | X | Large Value |
| ACSYX | Invesco Comstock C | Owns companies we recommend for divestment | 5 | 4 | 8 | 4 | X | Large Value |
| JVMAX | JHancock Disciplined Value Mid Cap A | Owns companies we recommend for divestment | 5 | 0 | 5 | 6 | X | Mid-Cap Value |
| JVMIX | JHancock Disciplined Value Mid Cap I | Owns companies we recommend for divestment | 5 | 0 | 5 | 6 | X | Mid-Cap Value |
| GCTAX | Goldman Sachs US Tax-Managed Eq A | Owns companies we recommend for divestment | 5 | 9 | 13 | 12 | X | Large Blend |
| JHTRX | JPMorgan Hedged Equity 3 R6 | Owns companies we recommend for divestment | 5 | 8 | 12 | 13 | X | Equity Hedged |
| JEPSX | JPMorgan Equity Premium Income R5 | Owns companies we recommend for divestment | 5 | 9 | 9 | 12 | X | Derivative Income |
| JEPRX | JPMorgan Equity Premium Income R6 | Owns companies we recommend for divestment | 5 | 9 | 9 | 12 | X | Derivative Income |
| MCDS | JPMorgan Fundamental Data Sci Md Cor ETF | Owns companies we recommend for divestment | 5 | 5 | 3 | 7 | X | Mid-Cap Blend |
| JHDAX | JPMorgan Hedged Equity 2 A | Owns companies we recommend for divestment | 5 | 8 | 12 | 13 | X | Equity Hedged |
| JHDCX | JPMorgan Hedged Equity 2 C | Owns companies we recommend for divestment | 5 | 8 | 12 | 13 | X | Equity Hedged |
| JHQDX | JPMorgan Hedged Equity 2 I | Owns companies we recommend for divestment | 5 | 8 | 12 | 13 | X | Equity Hedged |
| JHDFX | JPMorgan Hedged Equity 2 R5 | Owns companies we recommend for divestment | 5 | 8 | 12 | 13 | X | Equity Hedged |
| JHDRX | JPMorgan Hedged Equity 2 R6 | Owns companies we recommend for divestment | 5 | 8 | 12 | 13 | X | Equity Hedged |
| JHTAX | JPMorgan Hedged Equity 3 A | Owns companies we recommend for divestment | 5 | 8 | 12 | 13 | X | Equity Hedged |
| JHTCX | JPMorgan Hedged Equity 3 C | Owns companies we recommend for divestment | 5 | 8 | 12 | 13 | X | Equity Hedged |
| JHQTX | JPMorgan Hedged Equity 3 I | Owns companies we recommend for divestment | 5 | 8 | 12 | 13 | X | Equity Hedged |
| JHTGX | JPMorgan Hedged Equity 3 R5 | Owns companies we recommend for divestment | 5 | 8 | 12 | 13 | X | Equity Hedged |
| JHQAX | JPMorgan Hedged Equity A | Owns companies we recommend for divestment | 5 | 8 | 12 | 13 | X | Equity Hedged |
| JEPI | JPMorgan Equity Premium Income ETF | Owns companies we recommend for divestment | 5 | 9 | 9 | 12 | X | Derivative Income |
| JHQCX | JPMorgan Hedged Equity C | Owns companies we recommend for divestment | 5 | 8 | 12 | 13 | X | Equity Hedged |
| JHEQX | JPMorgan Hedged Equity I | Owns companies we recommend for divestment | 5 | 8 | 12 | 13 | X | Equity Hedged |
| HELO | JPMorgan Hedged Equity Ldrd Ovrly ETF | Owns companies we recommend for divestment | 5 | 8 | 12 | 13 | X | Equity Hedged |
| JHQPX | JPMorgan Hedged Equity R5 | Owns companies we recommend for divestment | 5 | 8 | 12 | 13 | X | Equity Hedged |
| JHQRX | JPMorgan Hedged Equity R6 | Owns companies we recommend for divestment | 5 | 8 | 12 | 13 | X | Equity Hedged |
| JCMAX | JPMorgan Mid Cap Equity A | Owns companies we recommend for divestment | 5 | 4 | 3 | 5 | X | Mid-Cap Blend |
| JMCCX | JPMorgan Mid Cap Equity C | Owns companies we recommend for divestment | 5 | 4 | 3 | 5 | X | Mid-Cap Blend |
| VSNGX | JPMorgan Mid Cap Equity I | Owns companies we recommend for divestment | 5 | 4 | 3 | 5 | X | Mid-Cap Blend |
| JMCEX | JPMorgan Mid Cap Equity R2 | Owns companies we recommend for divestment | 5 | 4 | 3 | 5 | X | Mid-Cap Blend |
| JMEEX | JPMorgan Mid Cap Equity R5 | Owns companies we recommend for divestment | 5 | 4 | 3 | 5 | X | Mid-Cap Blend |
| JPPEX | JPMorgan Mid Cap Equity R6 | Owns companies we recommend for divestment | 5 | 4 | 3 | 5 | X | Mid-Cap Blend |
| JIVAX | JPMorgan U.S. Applied Data Sci Val A | Owns companies we recommend for divestment | 5 | 6 | 6 | 9 | X | Large Value |
| JEPIX | JPMorgan Equity Premium Income I | Owns companies we recommend for divestment | 5 | 9 | 9 | 12 | X | Derivative Income |
| JEPCX | JPMorgan Equity Premium Income C | Owns companies we recommend for divestment | 5 | 9 | 9 | 12 | X | Derivative Income |
| JVMSX | JHancock Disciplined Value Mid Cap R2 | Owns companies we recommend for divestment | 5 | 0 | 5 | 6 | X | Mid-Cap Value |
| JNL/Invesco Diversified Dividend A | Owns companies we recommend for divestment | 5 | 5 | 4 | 6 | X | Large Value |
| JVMTX | JHancock Disciplined Value Mid Cap R4 | Owns companies we recommend for divestment | 5 | 0 | 5 | 6 | X | Mid-Cap Value |
| JVMRX | JHancock Disciplined Value Mid Cap R6 | Owns companies we recommend for divestment | 5 | 0 | 5 | 6 | X | Mid-Cap Value |
| JGYAX | JHancock Global Shareholder Yield A | Owns companies we recommend for divestment | 5 | 5 | 10 | 7 | X | Global Large-Stock Value |
| JGYCX | JHancock Global Shareholder Yield C | Owns companies we recommend for divestment | 5 | 5 | 10 | 7 | X | Global Large-Stock Value |
| JGYIX | JHancock Global Shareholder Yield I | Owns companies we recommend for divestment | 5 | 5 | 10 | 7 | X | Global Large-Stock Value |
| JHancock Global Shareholder Yield NAV | Owns companies we recommend for divestment | 5 | 5 | 10 | 7 | X | Global Large-Stock Value |
| JGSRX | JHancock Global Shareholder Yield R2 | Owns companies we recommend for divestment | 5 | 5 | 10 | 7 | X | Global Large-Stock Value |
| JGRSX | JHancock Global Shareholder Yield R6 | Owns companies we recommend for divestment | 5 | 5 | 10 | 7 | X | Global Large-Stock Value |
| JNL Multi-Manager Mid Cap A | Owns companies we recommend for divestment | 5 | 5 | 4 | 7 | X | Mid-Cap Blend |
| JNL Multi-Manager Mid Cap I | Owns companies we recommend for divestment | 5 | 5 | 4 | 7 | X | Mid-Cap Blend |
| JNL Multi-Manager Small Cap Growth A | Owns companies we recommend for divestment | 5 | 4 | 0 | 7 | X | Small Growth |
| JNL Multi-Manager Small Cap Growth I | Owns companies we recommend for divestment | 5 | 4 | 0 | 7 | X | Small Growth |
| JNL/Invesco Diversified Dividend I | Owns companies we recommend for divestment | 5 | 5 | 4 | 6 | X | Large Value |
| JEPAX | JPMorgan Equity Premium Income A | Owns companies we recommend for divestment | 5 | 9 | 9 | 12 | X | Derivative Income |
| JNL/JPMorgan Hedged Equity A | Owns companies we recommend for divestment | 5 | 9 | 12 | 12 | X | Equity Hedged |
| JNL/JPMorgan Hedged Equity I | Owns companies we recommend for divestment | 5 | 9 | 12 | 12 | X | Equity Hedged |
| JNL/Mellon Infor Tech Sect A | Owns companies we recommend for divestment | 5 | 2 | 7 | 10 | X | Technology |
| JNL/Mellon Infor Tech Sect I | Owns companies we recommend for divestment | 5 | 2 | 7 | 10 | X | Technology |
| JNL/Morningstar U.S. Sust Idx A | Owns companies we recommend for divestment | 5 | 11 | 10 | 13 | V | Large Blend |
| JNL/Morningstar U.S. Sust Idx I | Owns companies we recommend for divestment | 5 | 11 | 10 | 13 | V | Large Blend |
| JFEAX | JPMorgan Developed International Value A | Owns companies we recommend for divestment | 5 | 4 | 5 | 2 | X | Foreign Large Value |
| JIUCX | JPMorgan Developed International Value C | Owns companies we recommend for divestment | 5 | 4 | 5 | 2 | X | Foreign Large Value |
| JIESX | JPMorgan Developed International Value I | Owns companies we recommend for divestment | 5 | 4 | 5 | 2 | X | Foreign Large Value |
| JNUSX | JPMorgan Developed International Value L | Owns companies we recommend for divestment | 5 | 4 | 5 | 2 | X | Foreign Large Value |
| JPVZX | JPMorgan Developed International ValueR2 | Owns companies we recommend for divestment | 5 | 4 | 5 | 2 | X | Foreign Large Value |
| JPVRX | JPMorgan Developed International ValueR5 | Owns companies we recommend for divestment | 5 | 4 | 5 | 2 | X | Foreign Large Value |
| JNVMX | JPMorgan Developed International ValueR6 | Owns companies we recommend for divestment | 5 | 4 | 5 | 2 | X | Foreign Large Value |
| GCTCX | Goldman Sachs US Tax-Managed Eq C | Owns companies we recommend for divestment | 5 | 9 | 13 | 12 | X | Large Blend |
| GSPSX | Goldman Sachs Large Cap Core Svc | Owns companies we recommend for divestment | 5 | 9 | 12 | 13 | X | Large Blend |
| AVSBX | Avantis U.S. Small Cap Equity G | Owns companies we recommend for divestment | 5 | 6 | 7 | 4 | X | Small Blend |
| ACUIX | Columbia Dividend Opportunity C | Owns companies we recommend for divestment | 5 | 4 | 11 | 5 | X | Large Value |
| COFRX | Columbia Contrarian Core Inst2 | Owns companies we recommend for divestment | 5 | 4 | 10 | 9 | X | Large Blend |
| COFYX | Columbia Contrarian Core Inst3 | Owns companies we recommend for divestment | 5 | 4 | 10 | 9 | X | Large Blend |
| CCCRX | Columbia Contrarian Core R | Owns companies we recommend for divestment | 5 | 4 | 10 | 9 | X | Large Blend |
| SMGEX | Columbia Contrarian Core S | Owns companies we recommend for divestment | 5 | 4 | 10 | 9 | X | Large Blend |
| LBSAX | Columbia Dividend Income A | Owns companies we recommend for divestment | 5 | 4 | 7 | 7 | X | Large Value |
| LBSCX | Columbia Dividend Income C | Owns companies we recommend for divestment | 5 | 4 | 7 | 7 | X | Large Value |
| GSFTX | Columbia Dividend Income Inst | Owns companies we recommend for divestment | 5 | 4 | 7 | 7 | X | Large Value |
| CDDRX | Columbia Dividend Income Inst2 | Owns companies we recommend for divestment | 5 | 4 | 7 | 7 | X | Large Value |
| CDDYX | Columbia Dividend Income Inst3 | Owns companies we recommend for divestment | 5 | 4 | 7 | 7 | X | Large Value |
| CDIRX | Columbia Dividend Income R | Owns companies we recommend for divestment | 5 | 4 | 7 | 7 | X | Large Value |
| GFSDX | Columbia Dividend Income S | Owns companies we recommend for divestment | 5 | 4 | 7 | 7 | X | Large Value |
| INUTX | Columbia Dividend Opportunity A | Owns companies we recommend for divestment | 5 | 4 | 11 | 5 | X | Large Value |
| CDOZX | Columbia Dividend Opportunity Inst | Owns companies we recommend for divestment | 5 | 4 | 11 | 5 | X | Large Value |
| LCCCX | Columbia Contrarian Core C | Owns companies we recommend for divestment | 5 | 4 | 10 | 9 | X | Large Blend |
| RSDFX | Columbia Dividend Opportunity Inst2 | Owns companies we recommend for divestment | 5 | 4 | 11 | 5 | X | Large Value |
| CDOYX | Columbia Dividend Opportunity Inst3 | Owns companies we recommend for divestment | 5 | 4 | 11 | 5 | X | Large Value |
| RSOOX | Columbia Dividend Opportunity R | Owns companies we recommend for divestment | 5 | 4 | 11 | 5 | X | Large Value |
| CDOAX | Columbia Dividend Opportunity S | Owns companies we recommend for divestment | 5 | 4 | 11 | 5 | X | Large Value |
| NMIAX | Columbia Large Cap Enhanced Core A | Owns companies we recommend for divestment | 5 | 8 | 11 | 7 | X | Large Blend |
| NMIMX | Columbia Large Cap Enhanced Core Inst | Owns companies we recommend for divestment | 5 | 8 | 11 | 7 | X | Large Blend |
| CECYX | Columbia Large Cap Enhanced Core Inst3 | Owns companies we recommend for divestment | 5 | 8 | 11 | 7 | X | Large Blend |
| CCERX | Columbia Large Cap Enhanced Core R | Owns companies we recommend for divestment | 5 | 8 | 11 | 7 | X | Large Blend |
| NMIDX | Columbia Large Cap Enhanced Core S | Owns companies we recommend for divestment | 5 | 8 | 11 | 7 | X | Large Blend |
| EQIN | Columbia US Equity Income ETF | Owns companies we recommend for divestment | 5 | 3 | 9 | 7 | X | Large Value |
| QTUM | Defiance Quantum ETF | Owns companies we recommend for divestment | 5 | 1 | 8 | 10 | X | Technology |
| DURPX | DFA US Hi Relatv Profitability Instl | Owns companies we recommend for divestment | 5 | 6 | 7 | 6 | X | Large Blend |
| SMGIX | Columbia Contrarian Core Inst | Owns companies we recommend for divestment | 5 | 4 | 10 | 9 | X | Large Blend |
| LCCAX | Columbia Contrarian Core A | Owns companies we recommend for divestment | 5 | 4 | 10 | 9 | X | Large Blend |
| DSCGX | DFA US Small Cap Growth Instl | Owns companies we recommend for divestment | 5 | 6 | 5 | 9 | X | Small Growth |
| BIDVX | BlackRock GA Disciplined Vol Eq Instl | Owns companies we recommend for divestment | 5 | 9 | 11 | 9 | X | Global Large-Stock Blend |
| AVSCX | Avantis U.S. Small Cap Equity Inst | Owns companies we recommend for divestment | 5 | 6 | 7 | 4 | X | Small Blend |
| MAGCX | BlackRock Advantage Global Institutional | Owns companies we recommend for divestment | 5 | 6 | 14 | 10 | X | Global Large-Stock Blend |
| MDGCX | BlackRock Advantage Global Investor A | Owns companies we recommend for divestment | 5 | 6 | 14 | 10 | X | Global Large-Stock Blend |
| MCGCX | BlackRock Advantage Global Investor C | Owns companies we recommend for divestment | 5 | 6 | 14 | 10 | X | Global Large-Stock Blend |
| MKGCX | BlackRock Advantage Global K | Owns companies we recommend for divestment | 5 | 6 | 14 | 10 | X | Global Large-Stock Blend |
| MRGSX | BlackRock Advantage Global R | Owns companies we recommend for divestment | 5 | 6 | 14 | 10 | X | Global Large-Stock Blend |
| MADVX | BlackRock Equity Dividend Instl | Owns companies we recommend for divestment | 5 | 5 | 8 | 8 | X | Large Value |
| MDDVX | BlackRock Equity Dividend Inv A | Owns companies we recommend for divestment | 5 | 5 | 8 | 8 | X | Large Value |
| MCDVX | BlackRock Equity Dividend Inv C | Owns companies we recommend for divestment | 5 | 5 | 8 | 8 | X | Large Value |
| MKDVX | BlackRock Equity Dividend K | Owns companies we recommend for divestment | 5 | 5 | 8 | 8 | X | Large Value |
| MRDVX | BlackRock Equity Dividend R | Owns companies we recommend for divestment | 5 | 5 | 8 | 8 | X | Large Value |
| MSDVX | BlackRock Equity Dividend Svc | Owns companies we recommend for divestment | 5 | 5 | 8 | 8 | X | Large Value |
| BGDVX | BlackRock GA Disciplined Volatility Eq K | Owns companies we recommend for divestment | 5 | 9 | 11 | 9 | X | Global Large-Stock Blend |
| RIMHX | City National Rochdale Equity Income N | Owns companies we recommend for divestment | 5 | 3 | 5 | 6 | X | Large Value |
| BIEEX | BlackRock GA Dynamic Eq Instl | Owns companies we recommend for divestment | 5 | 4 | 8 | 5 | X | Global Large-Stock Blend |
| BGEEX | BlackRock GA Dynamic Eq K | Owns companies we recommend for divestment | 5 | 4 | 8 | 5 | X | Global Large-Stock Blend |
| BMCIX | BlackRock High Equity Income Instl | Owns companies we recommend for divestment | 5 | 5 | 9 | 7 | X | Derivative Income |
| BMEAX | BlackRock High Equity Income Investor A | Owns companies we recommend for divestment | 5 | 5 | 9 | 7 | X | Derivative Income |
| BMECX | BlackRock High Equity Income Investor C | Owns companies we recommend for divestment | 5 | 5 | 9 | 7 | X | Derivative Income |
| BHEIX | BlackRock High Equity Income K | Owns companies we recommend for divestment | 5 | 5 | 9 | 7 | X | Derivative Income |
| BKMC | BNY Mellon US Mid Cap Core Equity ETF | Owns companies we recommend for divestment | 5 | 5 | 5 | 9 | X | Mid-Cap Blend |
| CPLSX | Calamos Phineus Long/Short A | Owns companies we recommend for divestment | 5 | 3 | 7 | 7 | X | Long-Short Equity |
| CPCLX | Calamos Phineus Long/Short C | Owns companies we recommend for divestment | 5 | 3 | 7 | 7 | X | Long-Short Equity |
| CPLIX | Calamos Phineus Long/Short I | Owns companies we recommend for divestment | 5 | 3 | 7 | 7 | X | Long-Short Equity |
| CDEI | Calvert US Large-Cp Div, Eq AndIncETF | Owns companies we recommend for divestment | 5 | 10 | 9 | 15 | V | Large Blend |
| CGCV | Capital Group Conservative Equity ETF | Owns companies we recommend for divestment | 5 | 2 | 7 | 8 | X | Large Value |
| CGBL | Capital Group Core Balanced ETF | Owns companies we recommend for divestment | 5 | 3 | 9 | 8 | X | Moderate Allocation |
| DUSLX | DFA US Large Cap Growth Instl | Owns companies we recommend for divestment | 5 | 4 | 9 | 7 | X | Large Growth |
| DFFVX | DFA US Targeted Value I | Owns companies we recommend for divestment | 5 | 9 | 11 | 10 | X | Small Value |
| GSPUX | Goldman Sachs Large Cap Core R6 | Owns companies we recommend for divestment | 5 | 9 | 12 | 13 | X | Large Blend |
| LMTIX | Franklin U.S. Large Cap Equity I | Owns companies we recommend for divestment | 5 | 12 | 12 | 10 | X | Large Blend |
| FECGX | Fidelity Small Cap Growth Index | Owns companies we recommend for divestment | 5 | 7 | 4 | 5 | X | Small Growth |
| FSLVX | Fidelity Stk Selec Lg Cp Val | Owns companies we recommend for divestment | 5 | 10 | 10 | 9 | X | Large Value |
| IFV | First Trust Dorsey Wright Intl Foc 5 | Owns companies we recommend for divestment | 5 | 1 | 12 | 5 | X | Foreign Large Blend |
| IQDE | FlexShares Intl Qual Div Defensv ETF | Owns companies we recommend for divestment | 5 | 3 | 7 | 2 | X | Foreign Large Value |
| QLC | FlexShares US Quality Large Cap ETF | Owns companies we recommend for divestment | 5 | 9 | 12 | 9 | X | Large Blend |
| LMPEX | Franklin Global Equity 1 | Owns companies we recommend for divestment | 5 | 8 | 12 | 8 | X | Global Large-Stock Blend |
| CFIPX | Franklin Global Equity A | Owns companies we recommend for divestment | 5 | 8 | 12 | 8 | X | Global Large-Stock Blend |
| SILLX | Franklin Global Equity C | Owns companies we recommend for divestment | 5 | 8 | 12 | 8 | X | Global Large-Stock Blend |
| SMYIX | Franklin Global Equity I | Owns companies we recommend for divestment | 5 | 8 | 12 | 8 | X | Global Large-Stock Blend |
| SMYSX | Franklin Global Equity IS | Owns companies we recommend for divestment | 5 | 8 | 12 | 8 | X | Global Large-Stock Blend |
| FQTEX | Franklin Templeton SMACS: Series E Adv | Owns companies we recommend for divestment | 5 | 1 | 7 | 3 | X | Moderately Aggressive Allocation |
| LMUSX | Franklin U.S. Large Cap Equity FI | Owns companies we recommend for divestment | 5 | 12 | 12 | 10 | X | Large Blend |
| LMISX | Franklin U.S. Large Cap Equity IS | Owns companies we recommend for divestment | 5 | 12 | 12 | 10 | X | Large Blend |
| FZFLX | Fidelity SAI Small-Mid Cap 500 Index | Owns companies we recommend for divestment | 5 | 8 | 6 | 11 | X | Mid-Cap Blend |
| GATMX | Goldman Sachs International T/M Eq A | Owns companies we recommend for divestment | 5 | 4 | 7 | 7 | X | Foreign Large Blend |
| GCTMX | Goldman Sachs International T/M Eq C | Owns companies we recommend for divestment | 5 | 4 | 7 | 7 | X | Foreign Large Blend |
| GHTMX | Goldman Sachs International T/M Eq Instl | Owns companies we recommend for divestment | 5 | 4 | 7 | 7 | X | Foreign Large Blend |
| GITRX | Goldman Sachs International T/M Eq Inv | Owns companies we recommend for divestment | 5 | 4 | 7 | 7 | X | Foreign Large Blend |
| GGCPX | Goldman Sachs International T/M Eq P | Owns companies we recommend for divestment | 5 | 4 | 7 | 7 | X | Foreign Large Blend |
| GHTRX | Goldman Sachs International T/M Eq R6 | Owns companies we recommend for divestment | 5 | 4 | 7 | 7 | X | Foreign Large Blend |
| GSCGX | Goldman Sachs Large Cap Core A | Owns companies we recommend for divestment | 5 | 9 | 12 | 13 | X | Large Blend |
| GSPCX | Goldman Sachs Large Cap Core C | Owns companies we recommend for divestment | 5 | 9 | 12 | 13 | X | Large Blend |
| GSPIX | Goldman Sachs Large Cap Core Instl | Owns companies we recommend for divestment | 5 | 9 | 12 | 13 | X | Large Blend |
| GSPTX | Goldman Sachs Large Cap Core Inv | Owns companies we recommend for divestment | 5 | 9 | 12 | 13 | X | Large Blend |
| GGGPX | Goldman Sachs Large Cap Core P | Owns companies we recommend for divestment | 5 | 9 | 12 | 13 | X | Large Blend |
| GSPRX | Goldman Sachs Large Cap Core R | Owns companies we recommend for divestment | 5 | 9 | 12 | 13 | X | Large Blend |
| FBLEX | Fidelity Series Stk Selec Lg Cp Val | Owns companies we recommend for divestment | 5 | 9 | 10 | 8 | X | Large Value |
| FPKFX | Fidelity Puritan K6 | Owns companies we recommend for divestment | 5 | 8 | 10 | 11 | X | Moderate Allocation |
| DUHP | Dimensional US High Profitability ETF | Owns companies we recommend for divestment | 5 | 7 | 8 | 7 | X | Large Blend |
| QKACX | Federated Hermes MDT All Cap Core R6 | Owns companies we recommend for divestment | 5 | 10 | 9 | 8 | X | Large Blend |
| DFAT | Dimensional US Targeted Value ETF | Owns companies we recommend for divestment | 5 | 9 | 11 | 11 | X | Small Value |
| LOMAX | Edgar Lomax Value | Owns companies we recommend for divestment | 5 | 4 | 9 | 5 | X | Large Value |
| MXJVX | Empower International Value Instl | Owns companies we recommend for divestment | 5 | 3 | 11 | 3 | X | Foreign Large Value |
| MXIVX | Empower International Value Inv | Owns companies we recommend for divestment | 5 | 3 | 11 | 3 | X | Foreign Large Value |
| SIXH | ETC 6 Meridian Hdg Eq-Idx Opt Strat ETF | Owns companies we recommend for divestment | 5 | 6 | 12 | 8 | X | Derivative Income |
| SIXA | ETC 6 Meridian Mega Cap Equity ETF | Owns companies we recommend for divestment | 5 | 6 | 12 | 8 | X | Large Value |
| ISCAX | Federated Hermes Intl Small-Mid Co A | Owns companies we recommend for divestment | 5 | 1 | 4 | 0 | X | Foreign Small/Mid Growth |
| ISCCX | Federated Hermes Intl Small-Mid Co C | Owns companies we recommend for divestment | 5 | 1 | 4 | 0 | X | Foreign Small/Mid Growth |
| ISCIX | Federated Hermes Intl Small-Mid Co IS | Owns companies we recommend for divestment | 5 | 1 | 4 | 0 | X | Foreign Small/Mid Growth |
| QAACX | Federated Hermes MDT All Cap Core A | Owns companies we recommend for divestment | 5 | 10 | 9 | 8 | X | Large Blend |
| QCACX | Federated Hermes MDT All Cap Core C | Owns companies we recommend for divestment | 5 | 10 | 9 | 8 | X | Large Blend |
| QIACX | Federated Hermes MDT All Cap Core IS | Owns companies we recommend for divestment | 5 | 10 | 9 | 8 | X | Large Blend |
| QABGX | Federated Hermes MDT Balanced A | Owns companies we recommend for divestment | 5 | 8 | 11 | 9 | X | Moderate Allocation |
| FPUKX | Fidelity Puritan K | Owns companies we recommend for divestment | 5 | 8 | 10 | 11 | X | Moderate Allocation |
| QCBGX | Federated Hermes MDT Balanced C | Owns companies we recommend for divestment | 5 | 8 | 11 | 9 | X | Moderate Allocation |
| QIBGX | Federated Hermes MDT Balanced IS | Owns companies we recommend for divestment | 5 | 8 | 11 | 9 | X | Moderate Allocation |
| QKBGX | Federated Hermes MDT Balanced R6 | Owns companies we recommend for divestment | 5 | 8 | 11 | 9 | X | Moderate Allocation |
| FLCV | Federated Hermes MDT Large Cap Value ETF | Owns companies we recommend for divestment | 5 | 8 | 7 | 5 | X | Large Value |
| FLUAX | Fidelity Advisor Stk Selec Lg Cp Val A | Owns companies we recommend for divestment | 5 | 10 | 10 | 9 | X | Large Value |
| FLUEX | Fidelity Advisor Stk Selec Lg Cp Val C | Owns companies we recommend for divestment | 5 | 10 | 10 | 9 | X | Large Value |
| FLUIX | Fidelity Advisor Stk Selec Lg Cp Val I | Owns companies we recommend for divestment | 5 | 10 | 10 | 9 | X | Large Value |
| FLUTX | Fidelity Advisor Stk Selec Lg Cp Val M | Owns companies we recommend for divestment | 5 | 10 | 10 | 9 | X | Large Value |
| FSCZX | Fidelity Advisor Stk Selec Lg Cp Val Z | Owns companies we recommend for divestment | 5 | 10 | 10 | 9 | X | Large Value |
| FDRR | Fidelity Dividend ETF for Rising Rates | Owns companies we recommend for divestment | 5 | 4 | 10 | 8 | X | Large Value |
| FDVV | Fidelity High Dividend ETF | Owns companies we recommend for divestment | 5 | 4 | 10 | 7 | X | Large Value |
| FNIDX | Fidelity Intl Sustainability Idx | Owns companies we recommend for divestment | 5 | 3 | 17 | 6 | V | Foreign Large Blend |
| FPURX | Fidelity Puritan | Owns companies we recommend for divestment | 5 | 8 | 10 | 11 | X | Moderate Allocation |
| BBMC | JPMorgan BetaBuilders US Mid Cap Eq ETF | Owns companies we recommend for divestment | 3 | 8 | 6 | 9 | X | Mid-Cap Blend |
| JNL/WMC Equity Income A | Owns companies we recommend for divestment | 3 | 3 | 5 | 4 | X | Large Value |
| PY | Principal Value ETF | Owns companies we recommend for divestment | 6 | 4 | 7 | 6 | X | Large Value |
| EXOSX | Manning & Napier Overseas Series I | Owns companies we recommend for divestment | 2 | 0 | 2 | 1 | X | Foreign Large Growth |
| LAIDX | Lord Abbett International Value I | Owns companies we recommend for divestment | 2 | 3 | 2 | 3 | X | Foreign Large Value |
| LIDRX | Lord Abbett International Value R2 | Owns companies we recommend for divestment | 2 | 3 | 2 | 3 | X | Foreign Large Value |
| LIRRX | Lord Abbett International Value R3 | Owns companies we recommend for divestment | 2 | 3 | 2 | 3 | X | Foreign Large Value |
| LIRSX | Lord Abbett International Value R4 | Owns companies we recommend for divestment | 2 | 3 | 2 | 3 | X | Foreign Large Value |
| LIRTX | Lord Abbett International Value R5 | Owns companies we recommend for divestment | 2 | 3 | 2 | 3 | X | Foreign Large Value |
| LIRVX | Lord Abbett International Value R6 | Owns companies we recommend for divestment | 2 | 3 | 2 | 3 | X | Foreign Large Value |
| MADAX | Madison Dividend Income A | Owns companies we recommend for divestment | 2 | 1 | 3 | 1 | X | Large Value |
| MDMIX | Madison Dividend Income I | Owns companies we recommend for divestment | 2 | 1 | 3 | 1 | X | Large Value |
| MADRX | Madison Dividend Income R6 | Owns companies we recommend for divestment | 2 | 1 | 3 | 1 | X | Large Value |
| BHBFX | Madison Dividend Income Y | Owns companies we recommend for divestment | 2 | 1 | 3 | 1 | X | Large Value |
| EXEYX | Manning & Napier Equity Series S | Owns companies we recommend for divestment | 2 | 2 | 5 | 9 | X | Large Growth |
| MEYWX | Manning & Napier Equity Series W | Owns companies we recommend for divestment | 2 | 2 | 5 | 9 | X | Large Growth |
| MNOSX | Manning & Napier Overseas Series S | Owns companies we recommend for divestment | 2 | 0 | 2 | 1 | X | Foreign Large Growth |
| LIDFX | Lord Abbett International Value F | Owns companies we recommend for divestment | 2 | 3 | 2 | 3 | X | Foreign Large Value |
| MNOWX | Manning & Napier Overseas Series W | Owns companies we recommend for divestment | 2 | 0 | 2 | 1 | X | Foreign Large Growth |
| MNOZX | Manning & Napier Overseas Series Z | Owns companies we recommend for divestment | 2 | 0 | 2 | 1 | X | Foreign Large Growth |
| MNRMX | Manor | Owns companies we recommend for divestment | 2 | 3 | 4 | 3 | X | Large Value |
| FDIV | MarketDesk Focused U.S. Dividend ETF | Owns companies we recommend for divestment | 2 | 2 | 2 | 2 | X | Mid-Cap Value |
| MXXIX | Marsico Midcap Growth Focus Fund | Owns companies we recommend for divestment | 2 | 0 | 3 | 2 | X | Mid-Cap Growth |
| MIDFX | Marsico Midcap Growth Focus Instl | Owns companies we recommend for divestment | 2 | 0 | 3 | 2 | X | Mid-Cap Growth |
| MMBDX | MassMutual Balanced A | Owns companies we recommend for divestment | 2 | 9 | 7 | 9 | V | Moderate Allocation |
| MMBLX | MassMutual Balanced Adm | Owns companies we recommend for divestment | 2 | 9 | 7 | 9 | V | Moderate Allocation |
| MBBIX | MassMutual Balanced I | Owns companies we recommend for divestment | 2 | 9 | 7 | 9 | V | Moderate Allocation |
| MMBRX | MassMutual Balanced R3 | Owns companies we recommend for divestment | 2 | 9 | 7 | 9 | V | Moderate Allocation |
| MBBRX | MassMutual Balanced R4 | Owns companies we recommend for divestment | 2 | 9 | 7 | 9 | V | Moderate Allocation |
| MBLDX | MassMutual Balanced R5 | Owns companies we recommend for divestment | 2 | 9 | 7 | 9 | V | Moderate Allocation |
| LIDOX | Lord Abbett International Value F3 | Owns companies we recommend for divestment | 2 | 3 | 2 | 3 | X | Foreign Large Value |
| LIDCX | Lord Abbett International Value C | Owns companies we recommend for divestment | 2 | 3 | 2 | 3 | X | Foreign Large Value |
| MMNVX | MassMutual Balanced Y | Owns companies we recommend for divestment | 2 | 9 | 7 | 9 | V | Moderate Allocation |
| LAVRX | Lord Abbett Fundamental Equity R3 | Owns companies we recommend for divestment | 2 | 2 | 5 | 5 | X | Large Value |
| LAFQX | Lord Abbett Affiliated R2 | Owns companies we recommend for divestment | 2 | 6 | 6 | 5 | X | Large Value |
| LAFRX | Lord Abbett Affiliated R3 | Owns companies we recommend for divestment | 2 | 6 | 6 | 5 | X | Large Value |
| LAFSX | Lord Abbett Affiliated R4 | Owns companies we recommend for divestment | 2 | 6 | 6 | 5 | X | Large Value |
| LAFTX | Lord Abbett Affiliated R5 | Owns companies we recommend for divestment | 2 | 6 | 6 | 5 | X | Large Value |
| LAFVX | Lord Abbett Affiliated R6 | Owns companies we recommend for divestment | 2 | 6 | 6 | 5 | X | Large Value |
| LDFVX | Lord Abbett Fundamental Equity A | Owns companies we recommend for divestment | 2 | 2 | 5 | 5 | X | Large Value |
| GILAX | Lord Abbett Fundamental Equity C | Owns companies we recommend for divestment | 2 | 2 | 5 | 5 | X | Large Value |
| LAVFX | Lord Abbett Fundamental Equity F | Owns companies we recommend for divestment | 2 | 2 | 5 | 5 | X | Large Value |
| LDFOX | Lord Abbett Fundamental Equity F3 | Owns companies we recommend for divestment | 2 | 2 | 5 | 5 | X | Large Value |
| LAVYX | Lord Abbett Fundamental Equity I | Owns companies we recommend for divestment | 2 | 2 | 5 | 5 | X | Large Value |
| LAVPX | Lord Abbett Fundamental Equity P | Owns companies we recommend for divestment | 2 | 2 | 5 | 5 | X | Large Value |
| LAVQX | Lord Abbett Fundamental Equity R2 | Owns companies we recommend for divestment | 2 | 2 | 5 | 5 | X | Large Value |
| LAVSX | Lord Abbett Fundamental Equity R4 | Owns companies we recommend for divestment | 2 | 2 | 5 | 5 | X | Large Value |
| LIDAX | Lord Abbett International Value A | Owns companies we recommend for divestment | 2 | 3 | 2 | 3 | X | Foreign Large Value |
| LAVTX | Lord Abbett Fundamental Equity R5 | Owns companies we recommend for divestment | 2 | 2 | 5 | 5 | X | Large Value |
| LAVVX | Lord Abbett Fundamental Equity R6 | Owns companies we recommend for divestment | 2 | 2 | 5 | 5 | X | Large Value |
| LGLAX | Lord Abbett Growth Leaders A | Owns companies we recommend for divestment | 2 | 4 | 4 | 5 | X | Large Growth |
| LGLCX | Lord Abbett Growth Leaders C | Owns companies we recommend for divestment | 2 | 4 | 4 | 5 | X | Large Growth |
| LGLFX | Lord Abbett Growth Leaders F | Owns companies we recommend for divestment | 2 | 4 | 4 | 5 | X | Large Growth |
| LGLOX | Lord Abbett Growth Leaders F3 | Owns companies we recommend for divestment | 2 | 4 | 4 | 5 | X | Large Growth |
| LGLIX | Lord Abbett Growth Leaders I | Owns companies we recommend for divestment | 2 | 4 | 4 | 5 | X | Large Growth |
| LGLQX | Lord Abbett Growth Leaders R2 | Owns companies we recommend for divestment | 2 | 4 | 4 | 5 | X | Large Growth |
| LGLRX | Lord Abbett Growth Leaders R3 | Owns companies we recommend for divestment | 2 | 4 | 4 | 5 | X | Large Growth |
| LGLSX | Lord Abbett Growth Leaders R4 | Owns companies we recommend for divestment | 2 | 4 | 4 | 5 | X | Large Growth |
| LGLUX | Lord Abbett Growth Leaders R5 | Owns companies we recommend for divestment | 2 | 4 | 4 | 5 | X | Large Growth |
| LGLVX | Lord Abbett Growth Leaders R6 | Owns companies we recommend for divestment | 2 | 4 | 4 | 5 | X | Large Growth |
| MBAYX | MassMutual Balanced Svc | Owns companies we recommend for divestment | 2 | 9 | 7 | 9 | V | Moderate Allocation |
| MBCGX | MassMutual Blue Chip Growth A | Owns companies we recommend for divestment | 2 | 4 | 8 | 7 | X | Large Growth |
| LAFYX | Lord Abbett Affiliated I | Owns companies we recommend for divestment | 2 | 6 | 6 | 5 | X | Large Value |
| MVEIX | Monteagle Select Value I | Owns companies we recommend for divestment | 2 | 1 | 1 | 2 | X | Mid-Cap Value |
| MGRDX | MFS International Growth R6 | Owns companies we recommend for divestment | 2 | 2 | 2 | 1 | X | Foreign Large Growth |
| MKVBX | MFS International Large Cap Value A | Owns companies we recommend for divestment | 2 | 2 | 2 | 2 | X | Foreign Large Value |
| MKVCX | MFS International Large Cap Value C | Owns companies we recommend for divestment | 2 | 2 | 2 | 2 | X | Foreign Large Value |
| MKVIX | MFS International Large Cap Value I | Owns companies we recommend for divestment | 2 | 2 | 2 | 2 | X | Foreign Large Value |
| MKVDX | MFS International Large Cap Value R1 | Owns companies we recommend for divestment | 2 | 2 | 2 | 2 | X | Foreign Large Value |
| MKVEX | MFS International Large Cap Value R2 | Owns companies we recommend for divestment | 2 | 2 | 2 | 2 | X | Foreign Large Value |
| MKVFX | MFS International Large Cap Value R3 | Owns companies we recommend for divestment | 2 | 2 | 2 | 2 | X | Foreign Large Value |
| MKVGX | MFS International Large Cap Value R4 | Owns companies we recommend for divestment | 2 | 2 | 2 | 2 | X | Foreign Large Value |
| MKVHX | MFS International Large Cap Value R6 | Owns companies we recommend for divestment | 2 | 2 | 2 | 2 | X | Foreign Large Value |
| OILU | MicroSectorsTM Oil&Gs Exp&Pd 3X Lvg ETNs | Owns companies we recommend for divestment | 2 | 0 | 3 | 0 | X | Trading--Leveraged Equity |
| MAMVX | MoA Mid Cap Value Fund | Owns companies we recommend for divestment | 2 | 0 | 1 | 2 | X | Mid-Cap Value |
| CNAV | Mohr Company Nav ETF | Owns companies we recommend for divestment | 2 | 3 | 1 | 2 | X | Large Blend |
| MSIBX | Morgan Stanley Inst Passport ovrs eq A | Owns companies we recommend for divestment | 2 | 1 | 4 | 2 | X | Foreign Large Blend |
| MGRTX | MFS International Growth R3 | Owns companies we recommend for divestment | 2 | 2 | 2 | 1 | X | Foreign Large Growth |
| MSAAX | Morgan Stanley Inst Passport ovrs eq C | Owns companies we recommend for divestment | 2 | 1 | 4 | 2 | X | Foreign Large Blend |
| MSACX | Morgan Stanley Inst Passport ovrs eq I | Owns companies we recommend for divestment | 2 | 1 | 4 | 2 | X | Foreign Large Blend |
| MAIHX | Morgan Stanley Inst Passport ovrs eq IR | Owns companies we recommend for divestment | 2 | 1 | 4 | 2 | X | Foreign Large Blend |
| MSLLX | Morgan Stanley Inst Passport ovrs eq L | Owns companies we recommend for divestment | 2 | 1 | 4 | 2 | X | Foreign Large Blend |
| MAIJX | Morgan Stanley Inst Passport ovrs eq R6 | Owns companies we recommend for divestment | 2 | 1 | 4 | 2 | X | Foreign Large Blend |
| MLMAX | Morgan Stanley Instl Global Core A | Owns companies we recommend for divestment | 2 | 5 | 4 | 3 | X | Global Large-Stock Growth |
| MLMCX | Morgan Stanley Instl Global Core C | Owns companies we recommend for divestment | 2 | 5 | 4 | 3 | X | Global Large-Stock Growth |
| MLMIX | Morgan Stanley Instl Global Core I | Owns companies we recommend for divestment | 2 | 5 | 4 | 3 | X | Global Large-Stock Growth |
| MLMSX | Morgan Stanley Instl Global Core R6 | Owns companies we recommend for divestment | 2 | 5 | 4 | 3 | X | Global Large-Stock Growth |
| MUOAX | Morgan Stanley Instl US Core A | Owns companies we recommend for divestment | 2 | 5 | 4 | 3 | X | Large Blend |
| MUOCX | Morgan Stanley Instl US Core C | Owns companies we recommend for divestment | 2 | 5 | 4 | 3 | X | Large Blend |
| MUOIX | Morgan Stanley Instl US Core I | Owns companies we recommend for divestment | 2 | 5 | 4 | 3 | X | Large Blend |
| MGRVX | MFS International Growth R4 | Owns companies we recommend for divestment | 2 | 2 | 2 | 1 | X | Foreign Large Growth |
| MGRQX | MFS International Growth R2 | Owns companies we recommend for divestment | 2 | 2 | 2 | 1 | X | Foreign Large Growth |
| MBCLX | MassMutual Blue Chip Growth Adm | Owns companies we recommend for divestment | 2 | 4 | 8 | 7 | X | Large Growth |
| MGFYX | MassMutual Global Svc | Owns companies we recommend for divestment | 2 | 3 | 4 | 6 | X | Global Large-Stock Growth |
| MBCZX | MassMutual Blue Chip Growth I | Owns companies we recommend for divestment | 2 | 4 | 8 | 7 | X | Large Growth |
| MBCNX | MassMutual Blue Chip Growth R3 | Owns companies we recommend for divestment | 2 | 4 | 8 | 7 | X | Large Growth |
| MBGFX | MassMutual Blue Chip Growth R4 | Owns companies we recommend for divestment | 2 | 4 | 8 | 7 | X | Large Growth |
| MBCSX | MassMutual Blue Chip Growth R5 | Owns companies we recommend for divestment | 2 | 4 | 8 | 7 | X | Large Growth |
| MBCYX | MassMutual Blue Chip Growth Svc | Owns companies we recommend for divestment | 2 | 4 | 8 | 7 | X | Large Growth |
| MMZMX | MassMutual Blue Chip Growth Y | Owns companies we recommend for divestment | 2 | 4 | 8 | 7 | X | Large Growth |
| MGFAX | MassMutual Global A | Owns companies we recommend for divestment | 2 | 3 | 4 | 6 | X | Global Large-Stock Growth |
| MGFLX | MassMutual Global Adm | Owns companies we recommend for divestment | 2 | 3 | 4 | 6 | X | Global Large-Stock Growth |
| MGFZX | MassMutual Global I | Owns companies we recommend for divestment | 2 | 3 | 4 | 6 | X | Global Large-Stock Growth |
| MGFNX | MassMutual Global R3 | Owns companies we recommend for divestment | 2 | 3 | 4 | 6 | X | Global Large-Stock Growth |
| MGFRX | MassMutual Global R4 | Owns companies we recommend for divestment | 2 | 3 | 4 | 6 | X | Global Large-Stock Growth |
| MGFSX | MassMutual Global R5 | Owns companies we recommend for divestment | 2 | 3 | 4 | 6 | X | Global Large-Stock Growth |
