| HMDCX | Hartford MidCap C | Owns companies we recommend for divestment | 2 | 1 | 1 | 3 | X | Mid-Cap Growth |
| MDIOX | MFS Intl Diversification R1 | Owns companies we recommend for divestment | 4 | 4 | 4 | 3 | X | Foreign Large Blend |
| 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 |
| GLNNX | MFS Global New Discovery R6 | 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 |
| 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 |
| MDIKX | MFS Intl Diversification R2 | Owns companies we recommend for divestment | 4 | 4 | 4 | 3 | 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 |
| 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 |
| MACHX | MoA Balanced Fund | Owns companies we recommend for divestment | 4 | 6 | 10 | 5 | X | Moderate Allocation |
| MASOX | MoA Small Cap Equity Index Fund | Owns companies we recommend for divestment | 4 | 4 | 6 | 6 | X | Small Blend |
| 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 |
| MDLV | Morgan Dempsey Large Cap Value ETF | Owns companies we recommend for divestment | 4 | 1 | 7 | 3 | X | Large Value |
| CZMGX | Multi-Manager Growth Strategies Inst | Owns companies we recommend for divestment | 4 | 11 | 15 | 8 | X | Large Growth |
| MUNDX | Mundoval | Owns companies we recommend for divestment | 4 | 7 | 7 | 9 | X | Global Large-Stock Growth |
| SECIX | NAA Large Cap Value A | Owns companies we recommend for divestment | 4 | 7 | 10 | 4 | X | Large Value |
| SEGIX | NAA Large Cap Value C | Owns companies we recommend for divestment | 4 | 7 | 10 | 4 | X | Large Value |
| GLNBX | MFS Global New Discovery B | Owns companies we recommend for divestment | 4 | 2 | 0 | 3 | X | Global Small/Mid Stock |
| MUEVX | MFS Blended Research Core Equity R6 | Owns companies we recommend for divestment | 4 | 8 | 11 | 9 | X | Large Blend |
| SEGPX | NAA Large Cap Value P | Owns companies we recommend for divestment | 4 | 7 | 10 | 4 | X | Large Value |
| MBBIX | MassMutual Balanced I | Owns companies we recommend for divestment | 4 | 9 | 13 | 7 | V | Moderate Allocation |
| MNBIX | Manning & Napier Pro-Blend Extnd Term I | Owns companies we recommend for divestment | 4 | 3 | 9 | 7 | X | Moderate Allocation |
| MNECX | Manning & Napier Pro-Blend Extnd Term L | Owns companies we recommend for divestment | 4 | 3 | 9 | 7 | X | Moderate Allocation |
| MNBRX | Manning & Napier Pro-Blend Extnd Term R | Owns companies we recommend for divestment | 4 | 3 | 9 | 7 | X | Moderate Allocation |
| MNBAX | Manning & Napier Pro-Blend Extnd Term S | Owns companies we recommend for divestment | 4 | 3 | 9 | 7 | X | Moderate Allocation |
| MNBWX | Manning & Napier Pro-Blend Extnd Term W | Owns companies we recommend for divestment | 4 | 3 | 9 | 7 | X | Moderate Allocation |
| MGLBX | Marsico Global | Owns companies we recommend for divestment | 4 | 4 | 8 | 4 | X | Global Large-Stock Growth |
| MIGOX | Marsico Global Institutional | Owns companies we recommend for divestment | 4 | 4 | 8 | 4 | X | Global Large-Stock Growth |
| MIOFX | Marsico International Opportunities | Owns companies we recommend for divestment | 4 | 1 | 6 | 2 | X | Foreign Large Growth |
| MIIOX | Marsico International Opportunities Inst | Owns companies we recommend for divestment | 4 | 1 | 6 | 2 | X | Foreign Large Growth |
| MMBDX | MassMutual Balanced A | Owns companies we recommend for divestment | 4 | 9 | 13 | 7 | V | Moderate Allocation |
| MMBLX | MassMutual Balanced Adm | Owns companies we recommend for divestment | 4 | 9 | 13 | 7 | V | Moderate Allocation |
| MMBRX | MassMutual Balanced R3 | Owns companies we recommend for divestment | 4 | 9 | 13 | 7 | V | Moderate Allocation |
| MUEUX | MFS Blended Research Core Equity R4 | Owns companies we recommend for divestment | 4 | 8 | 11 | 9 | X | Large Blend |
| MBBRX | MassMutual Balanced R4 | Owns companies we recommend for divestment | 4 | 9 | 13 | 7 | V | Moderate Allocation |
| MBLDX | MassMutual Balanced R5 | Owns companies we recommend for divestment | 4 | 9 | 13 | 7 | V | Moderate Allocation |
| MBAYX | MassMutual Balanced Svc | Owns companies we recommend for divestment | 4 | 9 | 13 | 7 | V | Moderate Allocation |
| MMNVX | MassMutual Balanced Y | Owns companies we recommend for divestment | 4 | 9 | 13 | 7 | V | Moderate Allocation |
| MMIUX | MassMutual Select TRP Intl Equity I | Owns companies we recommend for divestment | 4 | 2 | 12 | 5 | X | Foreign Large Blend |
| MUEAX | MFS Blended Research Core Equity A | Owns companies we recommend for divestment | 4 | 8 | 11 | 9 | X | Large Blend |
| MUSBX | MFS Blended Research Core Equity B | Owns companies we recommend for divestment | 4 | 8 | 11 | 9 | X | Large Blend |
| MUECX | MFS Blended Research Core Equity C | Owns companies we recommend for divestment | 4 | 8 | 11 | 9 | X | Large Blend |
| MUSEX | MFS Blended Research Core Equity I | Owns companies we recommend for divestment | 4 | 8 | 11 | 9 | X | Large Blend |
| MUERX | MFS Blended Research Core Equity R1 | Owns companies we recommend for divestment | 4 | 8 | 11 | 9 | X | Large Blend |
| MUESX | MFS Blended Research Core Equity R2 | Owns companies we recommend for divestment | 4 | 8 | 11 | 9 | X | Large Blend |
| MUETX | MFS Blended Research Core Equity R3 | Owns companies we recommend for divestment | 4 | 8 | 11 | 9 | X | Large Blend |
| GILCX | NAA Large Cap Value Institutional | Owns companies we recommend for divestment | 4 | 7 | 10 | 4 | X | Large Value |
| NWHJX | Nationwide Bailard Intl Eqs A | Owns companies we recommend for divestment | 4 | 2 | 13 | 6 | X | Foreign Large Blend |
| FGIPX | Macquarie Growth and Income Instl | Owns companies we recommend for divestment | 4 | 6 | 10 | 5 | X | Large Value |
| PPYPX | PIMCO RAE International I-2 | Owns companies we recommend for divestment | 4 | 0 | 10 | 1 | X | Foreign Large Value |
| NUDV | Nuveen ESG Dividend ETF | Owns companies we recommend for divestment | 4 | 7 | 5 | 3 | V | Large Value |
| NULC | Nuveen ESG Large-Cap ETF | Owns companies we recommend for divestment | 4 | 9 | 13 | 7 | V | Large Blend |
| TTISX | Nuveen Quant Intl Sm Cap Eq Retirement | Owns companies we recommend for divestment | 4 | 3 | 5 | 1 | X | Foreign Small/Mid Blend |
| TLISX | Nuveen Quant Intl Small Cap Eq A | Owns companies we recommend for divestment | 4 | 3 | 5 | 1 | X | Foreign Small/Mid Blend |
| TAISX | Nuveen Quant Intl Small Cap Eq I | Owns companies we recommend for divestment | 4 | 3 | 5 | 1 | X | Foreign Small/Mid Blend |
| TPISX | Nuveen Quant Intl Small Cap Eq Premier | Owns companies we recommend for divestment | 4 | 3 | 5 | 1 | X | Foreign Small/Mid Blend |
| TIISX | Nuveen Quant Intl Small Cap Eq R6 | Owns companies we recommend for divestment | 4 | 3 | 5 | 1 | X | Foreign Small/Mid Blend |
| TAIWX | Nuveen Quant Intl Small Cap Eq W | Owns companies we recommend for divestment | 4 | 3 | 5 | 1 | X | Foreign Small/Mid Blend |
| OWACX | Old Westbury All Cap Core | Owns companies we recommend for divestment | 4 | 7 | 8 | 9 | X | Large Growth |
| PTEU | Pacer Trendpilot™ European ETF | Owns companies we recommend for divestment | 4 | 2 | 8 | 3 | X | Europe Stock |
| PPYAX | PIMCO RAE International A | Owns companies we recommend for divestment | 4 | 0 | 10 | 1 | X | Foreign Large Value |
| PPYIX | PIMCO RAE International Instl | Owns companies we recommend for divestment | 4 | 0 | 10 | 1 | X | Foreign Large Value |
| NSBRX | Nuveen Dividend Growth I | Owns companies we recommend for divestment | 4 | 5 | 6 | 4 | X | Large Blend |
| PMJAX | PIMCO RAE US Small A | Owns companies we recommend for divestment | 4 | 4 | 0 | 7 | X | Small Value |
| PMJPX | PIMCO RAE US Small I-2 | Owns companies we recommend for divestment | 4 | 4 | 0 | 7 | X | Small Value |
| PMJIX | PIMCO RAE US Small Instl | Owns companies we recommend for divestment | 4 | 4 | 0 | 7 | X | Small Value |
| PSSIX | Principal SmallCap S&P 600 Index Inst | Owns companies we recommend for divestment | 4 | 4 | 6 | 6 | X | Small Blend |
| PSSJX | Principal SmallCap S&P 600 Index J | Owns companies we recommend for divestment | 4 | 4 | 6 | 6 | X | Small Blend |
| PSSMX | Principal SmallCap S&P 600 Index R3 | Owns companies we recommend for divestment | 4 | 4 | 6 | 6 | X | Small Blend |
| PSSPX | Principal SmallCap S&P 600 Index R5 | Owns companies we recommend for divestment | 4 | 4 | 6 | 6 | X | Small Blend |
| PSPIX | Principal SmallCap S&P 600 Index R6 | Owns companies we recommend for divestment | 4 | 4 | 6 | 6 | X | Small Blend |
| MGPIX | ProFunds Mid Cap Growth Inv | Owns companies we recommend for divestment | 4 | 3 | 4 | 5 | X | Mid-Cap Growth |
| MGPSX | ProFunds Mid Cap Growth Svc | Owns companies we recommend for divestment | 4 | 3 | 4 | 5 | X | Mid-Cap Growth |
| MLPIX | ProFunds Mid Cap Value Inv | Owns companies we recommend for divestment | 4 | 6 | 4 | 9 | X | Small Value |
| MLPSX | ProFunds Mid Cap Value Svc | Owns companies we recommend for divestment | 4 | 6 | 4 | 9 | X | Small Value |
| NSBFX | Nuveen Dividend Growth R6 | Owns companies we recommend for divestment | 4 | 5 | 6 | 4 | X | Large Blend |
| NDVG | Nuveen Dividend Growth ETF | Owns companies we recommend for divestment | 4 | 5 | 6 | 4 | X | Large Blend |
| NWHNX | Nationwide Bailard Intl Eqs Instl Svc | Owns companies we recommend for divestment | 4 | 2 | 13 | 6 | X | Foreign Large Blend |
| NBPIX | Neuberger Berman Large Cap Value Instl | Owns companies we recommend for divestment | 4 | 4 | 7 | 3 | X | Large Value |
| NWHLX | Nationwide Bailard Intl Eqs M | Owns companies we recommend for divestment | 4 | 2 | 13 | 6 | X | Foreign Large Blend |
| NWHMX | Nationwide Bailard Intl Eqs R6 | Owns companies we recommend for divestment | 4 | 2 | 13 | 6 | X | Foreign Large Blend |
| Nationwide International Equity Port R6 | Owns companies we recommend for divestment | 4 | 0 | 11 | 0 | X | Foreign Large Blend |
| NBHAX | Neuberger Berman Equity Income A | Owns companies we recommend for divestment | 4 | 2 | 7 | 3 | X | Large Value |
| NBHCX | Neuberger Berman Equity Income C | Owns companies we recommend for divestment | 4 | 2 | 7 | 3 | X | Large Value |
| NBHEX | Neuberger Berman Equity Income E | Owns companies we recommend for divestment | 4 | 2 | 7 | 3 | X | Large Value |
| NBHIX | Neuberger Berman Equity Income I | Owns companies we recommend for divestment | 4 | 2 | 7 | 3 | X | Large Value |
| NBHRX | Neuberger Berman Equity Income R3 | Owns companies we recommend for divestment | 4 | 2 | 7 | 3 | X | Large Value |
| NPNAX | Neuberger Berman Large Cap Value A | Owns companies we recommend for divestment | 4 | 4 | 7 | 3 | X | Large Value |
| NBPBX | Neuberger Berman Large Cap Value Adv | Owns companies we recommend for divestment | 4 | 4 | 7 | 3 | X | Large Value |
| NPNCX | Neuberger Berman Large Cap Value C | Owns companies we recommend for divestment | 4 | 4 | 7 | 3 | X | Large Value |
| NPNEX | Neuberger Berman Large Cap Value E | Owns companies we recommend for divestment | 4 | 4 | 7 | 3 | X | Large Value |
| NPRTX | Neuberger Berman Large Cap Value Inv | Owns companies we recommend for divestment | 4 | 4 | 7 | 3 | X | Large Value |
| NSBCX | Nuveen Dividend Growth C | Owns companies we recommend for divestment | 4 | 5 | 6 | 4 | X | Large Blend |
| NPNRX | Neuberger Berman Large Cap Value R3 | Owns companies we recommend for divestment | 4 | 4 | 7 | 3 | X | Large Value |
| NRLCX | Neuberger Berman Large Cap Value R6 | Owns companies we recommend for divestment | 4 | 4 | 7 | 3 | X | Large Value |
| NBPTX | Neuberger Berman Large Cap Value Tr | Owns companies we recommend for divestment | 4 | 4 | 7 | 3 | X | Large Value |
| NLSAX | Neuberger Berman Long Short A | Owns companies we recommend for divestment | 4 | 6 | 8 | 7 | X | Long-Short Equity |
| NLSCX | Neuberger Berman Long Short C | Owns companies we recommend for divestment | 4 | 6 | 8 | 7 | X | Long-Short Equity |
| NLSIX | Neuberger Berman Long Short Instl | Owns companies we recommend for divestment | 4 | 6 | 8 | 7 | X | Long-Short Equity |
| NOIEX | Northern Income Equity | Owns companies we recommend for divestment | 4 | 9 | 11 | 7 | X | Large Value |
| NOIGX | Northern International Equity | Owns companies we recommend for divestment | 4 | 3 | 14 | 4 | X | Foreign Large Value |
| NOSGX | Northern Small Cap Value | Owns companies we recommend for divestment | 4 | 2 | 4 | 4 | X | Small Value |
| NUEIX | Northern US Quality ESG I | Owns companies we recommend for divestment | 4 | 9 | 13 | 7 | V | Large Blend |
| NUESX | Northern US Quality ESG K | Owns companies we recommend for divestment | 4 | 9 | 13 | 7 | V | Large Blend |
| NSBAX | Nuveen Dividend Growth A | Owns companies we recommend for divestment | 4 | 5 | 6 | 4 | X | Large Blend |
| FGIQX | Macquarie Growth and Income R6 | Owns companies we recommend for divestment | 4 | 6 | 10 | 5 | X | Large Value |
| FGINX | Macquarie Growth and Income A | Owns companies we recommend for divestment | 4 | 6 | 10 | 5 | X | Large Value |
| SVPSX | ProFunds Small Cap Value Svc | Owns companies we recommend for divestment | 4 | 3 | 4 | 4 | X | Small Value |
| RSPT | Invesco S&P 500® Equal Weight Tech ETF | Owns companies we recommend for divestment | 4 | 2 | 10 | 6 | X | Technology |
| GIFFX | Invesco Growth and Income R6 | Owns companies we recommend for divestment | 4 | 6 | 10 | 8 | X | Large Value |
| ACGMX | Invesco Growth and Income Y | Owns companies we recommend for divestment | 4 | 6 | 10 | 8 | X | Large Value |
| OARDX | Invesco Rising Dividends A | Owns companies we recommend for divestment | 4 | 5 | 8 | 8 | X | Large Blend |
| OCRDX | Invesco Rising Dividends C | Owns companies we recommend for divestment | 4 | 5 | 8 | 8 | X | Large Blend |
| ONRDX | Invesco Rising Dividends R | Owns companies we recommend for divestment | 4 | 5 | 8 | 8 | X | Large Blend |
| RSDQX | Invesco Rising Dividends R5 | Owns companies we recommend for divestment | 4 | 5 | 8 | 8 | X | Large Blend |
| OIRDX | Invesco Rising Dividends R6 | Owns companies we recommend for divestment | 4 | 5 | 8 | 8 | X | Large Blend |
| OYRDX | Invesco Rising Dividends Y | Owns companies we recommend for divestment | 4 | 5 | 8 | 8 | 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 |
| SPVM | Invesco S&P 500 Value with Momentum ETF | Owns companies we recommend for divestment | 4 | 7 | 4 | 6 | X | Mid-Cap Value |
| SPVU | Invesco S&P 500® Enhanced Value ETF | Owns companies we recommend for divestment | 4 | 11 | 6 | 5 | X | Large Value |
| RWJ | Invesco S&P SmallCap 600 Revenue ETF | Owns companies we recommend for divestment | 4 | 4 | 6 | 6 | X | Small Value |
| ACGLX | Invesco Growth and Income R | Owns companies we recommend for divestment | 4 | 6 | 10 | 8 | X | Large Value |
| QVMS | Invesco S&P SmallCp 600 QVM Mlt-fctr ETF | Owns companies we recommend for divestment | 4 | 4 | 5 | 6 | X | Small Blend |
| VSCAX | Invesco Small Cap Value A | Owns companies we recommend for divestment | 4 | 2 | 4 | 4 | X | Small Value |
| VSMCX | Invesco Small Cap Value C | Owns companies we recommend for divestment | 4 | 2 | 4 | 4 | X | Small Value |
| VSRAX | Invesco Small Cap Value R | Owns companies we recommend for divestment | 4 | 2 | 4 | 4 | X | Small Value |
| SMVSX | Invesco Small Cap Value R6 | Owns companies we recommend for divestment | 4 | 2 | 4 | 4 | X | Small Value |
| VSMIX | Invesco Small Cap Value Y | Owns companies we recommend for divestment | 4 | 2 | 4 | 4 | X | Small Value |
| HDV | iShares Core High Dividend ETF | Owns companies we recommend for divestment | 4 | 2 | 6 | 3 | X | Large Value |
| IJR | iShares Core S&P Small-Cap ETF | Owns companies we recommend for divestment | 4 | 4 | 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 | 7 | 10 | 8 | V | Large Growth |
| IGM | iShares Expanded Tech Sector ETF | Owns companies we recommend for divestment | 4 | 4 | 16 | 10 | X | Technology |
| XT | iShares Exponential Technologies ETF | Owns companies we recommend for divestment | 4 | 5 | 10 | 7 | X | Miscellaneous Sector |
| ACGQX | Invesco Growth and Income R5 | Owns companies we recommend for divestment | 4 | 6 | 10 | 8 | X | Large Value |
| ACGKX | Invesco Growth and Income C | Owns companies we recommend for divestment | 4 | 6 | 10 | 8 | X | Large Value |
| BLCV | iShares Large Cap Value Active ETF | Owns companies we recommend for divestment | 4 | 5 | 7 | 6 | X | Large Value |
| CHTRX | Invesco Charter A | Owns companies we recommend for divestment | 4 | 6 | 8 | 8 | X | Large Blend |
| HSTAX | Hartford Stock HLS IA | Owns companies we recommend for divestment | 4 | 3 | 7 | 6 | X | Large Blend |
| HIBSX | Hartford Stock HLS IB | Owns companies we recommend for divestment | 4 | 3 | 7 | 6 | X | Large Blend |
| HQGO | Hartford US Quality Growth ETF | Owns companies we recommend for divestment | 4 | 12 | 13 | 7 | X | Large Growth |
| VMAX | Hartford US Value ETF | Owns companies we recommend for divestment | 4 | 9 | 14 | 3 | X | Large Value |
| HWCAX | Hotchkis & Wiley Disciplined Value A | Owns companies we recommend for divestment | 4 | 4 | 7 | 5 | X | Large Value |
| HWCIX | Hotchkis & Wiley Disciplined Value I | Owns companies we recommend for divestment | 4 | 4 | 7 | 5 | X | Large Value |
| HUDEX | Huber Large Cap Value Inst | Owns companies we recommend for divestment | 4 | 6 | 3 | 8 | X | Large Value |
| HUDIX | Huber Large Cap Value Inv | Owns companies we recommend for divestment | 4 | 6 | 3 | 8 | X | Large Value |
| HULEX | Huber Select Large Cap Value Instl | Owns companies we recommend for divestment | 4 | 5 | 3 | 8 | X | Large Value |
| HULIX | Huber Select Large Cap Value Inv | Owns companies we recommend for divestment | 4 | 5 | 3 | 8 | X | Large Value |
| BLES | Inspire Global Hope ETF | Owns companies we recommend for divestment | 4 | 3 | 6 | 2 | X | Global Large-Stock Blend |
| CHTCX | Invesco Charter C | Owns companies we recommend for divestment | 4 | 6 | 8 | 8 | X | Large Blend |
| ACGIX | Invesco Growth and Income A | Owns companies we recommend for divestment | 4 | 6 | 10 | 8 | X | Large Value |
| CHRRX | Invesco Charter R | Owns companies we recommend for divestment | 4 | 6 | 8 | 8 | X | Large Blend |
| CHTVX | Invesco Charter R5 | Owns companies we recommend for divestment | 4 | 6 | 8 | 8 | X | Large Blend |
| CHFTX | Invesco Charter R6 | Owns companies we recommend for divestment | 4 | 6 | 8 | 8 | X | Large Blend |
| CHRSX | Invesco Charter S | Owns companies we recommend for divestment | 4 | 6 | 8 | 8 | X | Large Blend |
| CHTYX | Invesco Charter Y | Owns companies we recommend for divestment | 4 | 6 | 8 | 8 | X | Large Blend |
| DJD | Invesco Dow Jones Industrial Avg Div ETF | Owns companies we recommend for divestment | 4 | 4 | 8 | 2 | X | Large Value |
| ACEIX | Invesco Equity and Income A | Owns companies we recommend for divestment | 4 | 6 | 10 | 8 | X | Moderate Allocation |
| ACERX | Invesco Equity and Income C | Owns companies we recommend for divestment | 4 | 6 | 10 | 8 | X | Moderate Allocation |
| ACESX | Invesco Equity and Income R | Owns companies we recommend for divestment | 4 | 6 | 10 | 8 | X | Moderate Allocation |
| ACEKX | Invesco Equity and Income R5 | Owns companies we recommend for divestment | 4 | 6 | 10 | 8 | X | Moderate Allocation |
| IEIFX | Invesco Equity and Income R6 | Owns companies we recommend for divestment | 4 | 6 | 10 | 8 | X | Moderate Allocation |
| ACETX | Invesco Equity and Income Y | Owns companies we recommend for divestment | 4 | 6 | 10 | 8 | X | Moderate Allocation |
| IXN | iShares Global Tech ETF | Owns companies we recommend for divestment | 4 | 3 | 11 | 8 | X | Technology |
| IEUS | iShares MSCI Europe Small-Cap ETF | Owns companies we recommend for divestment | 4 | 2 | 8 | 0 | X | Europe Stock |
| LVAMX | LSV US Managed Volatility Investor | Owns companies we recommend for divestment | 4 | 5 | 8 | 4 | X | Large Value |
| JSCSX | JPMorgan US Small Company I | Owns companies we recommend for divestment | 4 | 3 | 3 | 5 | X | Small Blend |
| JLVMX | JPMorgan Large Cap Value R6 | Owns companies we recommend for divestment | 4 | 6 | 6 | 5 | X | Large Value |
| OSGIX | JPMorgan Mid Cap Growth A | Owns companies we recommend for divestment | 4 | 1 | 2 | 4 | X | Mid-Cap Growth |
| OMGCX | JPMorgan Mid Cap Growth C | Owns companies we recommend for divestment | 4 | 1 | 2 | 4 | X | Mid-Cap Growth |
| HLGEX | JPMorgan Mid Cap Growth I | Owns companies we recommend for divestment | 4 | 1 | 2 | 4 | X | Mid-Cap Growth |
| JMGZX | JPMorgan Mid Cap Growth R2 | Owns companies we recommend for divestment | 4 | 1 | 2 | 4 | X | Mid-Cap Growth |
| JMGPX | JPMorgan Mid Cap Growth R3 | Owns companies we recommend for divestment | 4 | 1 | 2 | 4 | X | Mid-Cap Growth |
| JMGQX | JPMorgan Mid Cap Growth R4 | Owns companies we recommend for divestment | 4 | 1 | 2 | 4 | X | Mid-Cap Growth |
| JMGFX | JPMorgan Mid Cap Growth R5 | Owns companies we recommend for divestment | 4 | 1 | 2 | 4 | X | Mid-Cap Growth |
| JMGMX | JPMorgan Mid Cap Growth R6 | Owns companies we recommend for divestment | 4 | 1 | 2 | 4 | X | Mid-Cap Growth |
| JTUAX | JPMorgan US Small Company A | Owns companies we recommend for divestment | 4 | 3 | 3 | 5 | X | Small Blend |
| JTUCX | JPMorgan US Small Company C | Owns companies we recommend for divestment | 4 | 3 | 3 | 5 | X | Small Blend |
| JUSSX | JPMorgan US Small Company L | Owns companies we recommend for divestment | 4 | 3 | 3 | 5 | X | Small Blend |
| OLVRX | JPMorgan Large Cap Value R4 | Owns companies we recommend for divestment | 4 | 6 | 6 | 5 | X | Large Value |
| JSCZX | JPMorgan US Small Company R2 | Owns companies we recommend for divestment | 4 | 3 | 3 | 5 | X | Small Blend |
| JUSPX | JPMorgan US Small Company R3 | Owns companies we recommend for divestment | 4 | 3 | 3 | 5 | X | Small Blend |
| JUSQX | JPMorgan US Small Company R4 | Owns companies we recommend for divestment | 4 | 3 | 3 | 5 | X | Small Blend |
| JUSYX | JPMorgan US Small Company R5 | Owns companies we recommend for divestment | 4 | 3 | 3 | 5 | X | Small Blend |
| JUSMX | JPMorgan US Small Company R6 | Owns companies we recommend for divestment | 4 | 3 | 3 | 5 | X | Small Blend |
| KCVIX | Knights of Columbus Large Cap Value I | Owns companies we recommend for divestment | 4 | 7 | 10 | 6 | X | Large Value |
| KCVSX | Knights of Columbus Large Cap Value S | Owns companies we recommend for divestment | 4 | 7 | 10 | 6 | X | Large Value |
| IEAIX | Lazard International Equity Advtg Instl | Owns companies we recommend for divestment | 4 | 3 | 7 | 2 | X | Foreign Large Blend |
| IEAOX | Lazard International Equity Advtg Open | Owns companies we recommend for divestment | 4 | 3 | 7 | 2 | X | Foreign Large Blend |
| LSAF | LeaderSharesTM AlphaFactor® US Cr Eq ETF | Owns companies we recommend for divestment | 4 | 0 | 6 | 3 | X | Mid-Cap Blend |
| LKBAX | LKCM Balanced | Owns companies we recommend for divestment | 4 | 4 | 10 | 8 | X | Moderate Allocation |
| LSVMX | LSV US Managed Volatility Institutional | Owns companies we recommend for divestment | 4 | 5 | 8 | 4 | X | Large Value |
| JLVRX | JPMorgan Large Cap Value R5 | Owns companies we recommend for divestment | 4 | 6 | 6 | 5 | X | Large Value |
| OLVTX | JPMorgan Large Cap Value R3 | Owns companies we recommend for divestment | 4 | 6 | 6 | 5 | X | Large Value |
| EZU | iShares MSCI Eurozone ETF | Owns companies we recommend for divestment | 4 | 2 | 6 | 3 | X | Europe Stock |
| JNL Multi-Manager Mid Cap I | Owns companies we recommend for divestment | 4 | 4 | 5 | 7 | X | Mid-Cap Blend |
| 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 | 9 | 3 | X | Foreign Large Blend |
| GARP | iShares MSCI USA Quality GARP ETF | Owns companies we recommend for divestment | 4 | 5 | 14 | 7 | X | Large Growth |
| PABU | iShares Paris-Aligned Clmt MSCI USA ETF | Owns companies we recommend for divestment | 4 | 8 | 13 | 11 | V | Large Growth |
| IWP | iShares Russell Mid-Cap Growth ETF | Owns companies we recommend for divestment | 4 | 5 | 5 | 6 | X | Mid-Cap Growth |
| IJJ | iShares S&P Mid-Cap 400 Value ETF | Owns companies we recommend for divestment | 4 | 7 | 5 | 9 | X | Small Value |
| SMLF | iShares U.S. Small-Cap Eq Fac ETF | Owns companies we recommend for divestment | 4 | 8 | 8 | 11 | X | Small Blend |
| JDDVX | Janus Henderson U.S. Dividend Income D | Owns companies we recommend for divestment | 4 | 4 | 7 | 5 | X | Large Value |
| JIDVX | Janus Henderson U.S. Dividend Income I | Owns companies we recommend for divestment | 4 | 4 | 7 | 5 | X | Large Value |
| JNDVX | Janus Henderson U.S. Dividend Income N | Owns companies we recommend for divestment | 4 | 4 | 7 | 5 | X | Large Value |
| JHID | JHancock International High Dividend ETF | Owns companies we recommend for divestment | 4 | 1 | 9 | 2 | X | Foreign Large Value |
| JNL Multi-Manager Mid Cap A | Owns companies we recommend for divestment | 4 | 4 | 5 | 7 | X | Mid-Cap Blend |
| JNL Multi-Manager Small Cap Value A | Owns companies we recommend for divestment | 4 | 5 | 6 | 4 | X | Small Blend |
| JLVZX | JPMorgan Large Cap Value R2 | Owns companies we recommend for divestment | 4 | 6 | 6 | 5 | X | Large Value |
| JNL Multi-Manager Small Cap Value I | Owns companies we recommend for divestment | 4 | 5 | 6 | 4 | X | Small Blend |
| JNL Small Cap Index I | Owns companies we recommend for divestment | 4 | 4 | 6 | 6 | X | Small Blend |
| JNL/Invesco Diversified Dividend A | Owns companies we recommend for divestment | 4 | 3 | 7 | 5 | X | Large Value |
| JNL/Invesco Diversified Dividend I | Owns companies we recommend for divestment | 4 | 3 | 7 | 5 | X | Large Value |
| JNL/JPMorgan MidCap Growth A | Owns companies we recommend for divestment | 4 | 1 | 1 | 4 | X | Mid-Cap Growth |
| JNL/JPMorgan MidCap Growth I | Owns companies we recommend for divestment | 4 | 1 | 1 | 4 | X | Mid-Cap Growth |
| JNL/Mellon Small Cap Index A | Owns companies we recommend for divestment | 4 | 4 | 6 | 6 | X | Small Blend |
| JNL/Mellon Small Cap Index I | Owns companies we recommend for divestment | 4 | 4 | 6 | 6 | X | Small Blend |
| LCDS | JPMorgan Fundamental Data Sci Lg Cor ETF | Owns companies we recommend for divestment | 4 | 8 | 11 | 7 | X | Large Blend |
| OLVAX | JPMorgan Large Cap Value A | Owns companies we recommend for divestment | 4 | 6 | 6 | 5 | X | Large Value |
| OLVCX | JPMorgan Large Cap Value C | Owns companies we recommend for divestment | 4 | 6 | 6 | 5 | X | Large Value |
| HLQVX | JPMorgan Large Cap Value I | Owns companies we recommend for divestment | 4 | 6 | 6 | 5 | X | Large Value |
| SVPIX | ProFunds Small Cap Value Inv | Owns companies we recommend for divestment | 4 | 3 | 4 | 4 | X | Small Value |
| NOBL | ProShares S&P 500 Dividend Aristocrats | Owns companies we recommend for divestment | 4 | 5 | 6 | 1 | X | Large Value |
| HDVYX | Hartford International Equity Y | Owns companies we recommend for divestment | 4 | 3 | 7 | 5 | X | Foreign Large Blend |
| WTLVX | Allspring Large Company Value R6 | Owns companies we recommend for divestment | 5 | 10 | 11 | 7 | X | Large Value |
| EKBCX | Allspring Diversified Cap Bldr C | Owns companies we recommend for divestment | 5 | 4 | 8 | 7 | X | Moderately Aggressive Allocation |
| EKBYX | Allspring Diversified Cap Bldr Inst | Owns companies we recommend for divestment | 5 | 4 | 8 | 7 | X | Moderately Aggressive Allocation |
| CBLLX | Allspring Large Cap Value Admin | Owns companies we recommend for divestment | 5 | 6 | 9 | 6 | X | Large Value |
| CBEAX | Allspring Large Cap Value CL A | Owns companies we recommend for divestment | 5 | 6 | 9 | 6 | X | Large Value |
| CBECX | Allspring Large Cap Value CL C | Owns companies we recommend for divestment | 5 | 6 | 9 | 6 | X | Large Value |
| CBEJX | Allspring Large Cap Value CL R6 | Owns companies we recommend for divestment | 5 | 6 | 9 | 6 | X | Large Value |
| CBLSX | Allspring Large Cap Value Inst | Owns companies we recommend for divestment | 5 | 6 | 9 | 6 | X | Large Value |
| WLCAX | Allspring Large Company Value A | Owns companies we recommend for divestment | 5 | 10 | 11 | 7 | X | Large Value |
| WWIDX | Allspring Large Company Value Admin | Owns companies we recommend for divestment | 5 | 10 | 11 | 7 | X | Large Value |
| WFLVX | Allspring Large Company Value C | Owns companies we recommend for divestment | 5 | 10 | 11 | 7 | X | Large Value |
| WLCIX | Allspring Large Company Value Inst | Owns companies we recommend for divestment | 5 | 10 | 11 | 7 | X | Large Value |
| EIVAX | Allspring Special Large Cap Value A | Owns companies we recommend for divestment | 5 | 6 | 9 | 6 | X | Large Value |
| EKBAX | Allspring Diversified Cap Bldr A | Owns companies we recommend for divestment | 5 | 4 | 8 | 7 | X | Moderately Aggressive Allocation |
| EIVDX | Allspring Special Large Cap Value Admin | Owns companies we recommend for divestment | 5 | 6 | 9 | 6 | X | Large Value |
| EIVCX | Allspring Special Large Cap Value C | Owns companies we recommend for divestment | 5 | 6 | 9 | 6 | X | Large Value |
| EIVIX | Allspring Special Large Cap Value Inst | Owns companies we recommend for divestment | 5 | 6 | 9 | 6 | X | Large Value |
| EIVFX | Allspring Special Large Cap Value R6 | Owns companies we recommend for divestment | 5 | 6 | 9 | 6 | X | Large Value |
| BWLAX | American Beacon Man Lg Cp Value A | Owns companies we recommend for divestment | 5 | 8 | 7 | 5 | X | Large Value |
| BWLCX | American Beacon Man Lg Cp Value C | Owns companies we recommend for divestment | 5 | 8 | 7 | 5 | X | Large Value |
| BWLIX | American Beacon Man Lg Cp Value Inv | Owns companies we recommend for divestment | 5 | 8 | 7 | 5 | X | Large Value |
| BRLVX | American Beacon Man Lg Cp Value R5 | Owns companies we recommend for divestment | 5 | 8 | 7 | 5 | X | Large Value |
| BWLRX | American Beacon Man Lg Cp Value R6 | Owns companies we recommend for divestment | 5 | 8 | 7 | 5 | X | Large Value |
| BWLYX | American Beacon Man Lg Cp Value Y | Owns companies we recommend for divestment | 5 | 8 | 7 | 5 | X | Large Value |
| ABINX | American Century Balanced I | Owns companies we recommend for divestment | 5 | 6 | 10 | 9 | V | Moderate Allocation |
| TWBIX | American Century Balanced Inv | Owns companies we recommend for divestment | 5 | 6 | 10 | 9 | V | Moderate Allocation |
| EKBDX | Allspring Diversified Cap Bldr Adm | Owns companies we recommend for divestment | 5 | 4 | 8 | 7 | X | Moderately Aggressive Allocation |
| WLDR | Affinity World Leaders Equity ETF | Owns companies we recommend for divestment | 5 | 5 | 11 | 2 | X | Global Large-Stock Value |
| AFDAX | American Century Large Cap Equity A | Owns companies we recommend for divestment | 5 | 6 | 10 | 9 | V | Large Blend |
| SQBFX | X-Square Balanced Fund, LLC A | Owns companies we recommend for divestment | 4 | 5 | 9 | 6 | X | Moderate Allocation |
| IVGSX | VY® Invesco Growth and Income S | Owns companies we recommend for divestment | 4 | 6 | 10 | 8 | X | Large Value |
| IVITX | VY® Invesco Growth and Income S2 | Owns companies we recommend for divestment | 4 | 6 | 10 | 8 | X | Large Value |
| HLAL | Wahed FTSE USA Shariah ETF | Owns companies we recommend for divestment | 4 | 7 | 14 | 7 | X | Large Blend |
| WLCGX | Wilshire Large Company Growth Instl | Owns companies we recommend for divestment | 4 | 7 | 11 | 8 | X | Large Growth |
| DTLGX | Wilshire Large Company Growth Invmt | Owns companies we recommend for divestment | 4 | 7 | 11 | 8 | X | Large Growth |
| WSMVX | Wilshire Small Company Value Instl | Owns companies we recommend for divestment | 4 | 4 | 2 | 6 | X | Small Value |
| DTSVX | Wilshire Small Company Value Invmt | Owns companies we recommend for divestment | 4 | 4 | 2 | 6 | X | Small Value |
| WBAT | WisdomTree Battery Val Chn & Innvt ETF | Owns companies we recommend for divestment | 4 | 3 | 9 | 5 | X | Technology |
| DHS | WisdomTree US High Dividend ETF | Owns companies we recommend for divestment | 4 | 8 | 3 | 4 | X | Large Value |
| DES | WisdomTree US SmallCap Dividend ETF | Owns companies we recommend for divestment | 4 | 5 | 5 | 4 | X | Small Value |
| EES | WisdomTree US SmallCap Earnings ETF | Owns companies we recommend for divestment | 4 | 6 | 7 | 5 | X | Small Value |
| SQCBX | X-Square Balanced Fund, LLC C | Owns companies we recommend for divestment | 4 | 5 | 9 | 6 | X | Moderate Allocation |
| LOWV | AB US Low Volatility Equity ETF | Owns companies we recommend for divestment | 5 | 6 | 10 | 9 | X | Large Blend |
| SQBIX | X-Square Balanced Fund, LLC Instl | Owns companies we recommend for divestment | 4 | 5 | 9 | 6 | X | Moderate Allocation |
| ZECP | Zacks Earnings Consistent ETF | Owns companies we recommend for divestment | 4 | 5 | 7 | 7 | X | Large Blend |
| SMIZ | Zacks Small/Mid Cap ETF | Owns companies we recommend for divestment | 4 | 4 | 2 | 5 | X | Small Blend |
| AMTOX | AB All Market Real Return 1 | Owns companies we recommend for divestment | 5 | 7 | 18 | 9 | X | Global Large-Stock Blend |
| AMTAX | AB All Market Real Return A | Owns companies we recommend for divestment | 5 | 7 | 18 | 9 | X | Global Large-Stock Blend |
| AMTYX | AB All Market Real Return Advisor | Owns companies we recommend for divestment | 5 | 7 | 18 | 9 | X | Global Large-Stock Blend |
| ACMTX | AB All Market Real Return C | Owns companies we recommend for divestment | 5 | 7 | 18 | 9 | X | Global Large-Stock Blend |
| AMTZX | AB All Market Real Return Z | Owns companies we recommend for divestment | 5 | 7 | 18 | 9 | X | Global Large-Stock Blend |
| AUUAX | AB Select US Equity A | Owns companies we recommend for divestment | 5 | 7 | 15 | 8 | X | Large Blend |
| AUUYX | AB Select US Equity Advisor | Owns companies we recommend for divestment | 5 | 7 | 15 | 8 | X | Large Blend |
| AUUCX | AB Select US Equity C | Owns companies we recommend for divestment | 5 | 7 | 15 | 8 | X | Large Blend |
| AUUIX | AB Select US Equity I | Owns companies we recommend for divestment | 5 | 7 | 15 | 8 | X | Large Blend |
| ABGNX | American Century Balanced R5 | Owns companies we recommend for divestment | 5 | 6 | 10 | 9 | V | Moderate Allocation |
| AFDCX | American Century Large Cap Equity C | Owns companies we recommend for divestment | 5 | 6 | 10 | 9 | V | Large Blend |
| IVGAX | VY® Invesco Growth and Income A | Owns companies we recommend for divestment | 4 | 6 | 10 | 8 | X | Large Value |
| RIGIX | American Funds Intl Gr and Inc R5E | Owns companies we recommend for divestment | 5 | 3 | 9 | 5 | X | Foreign Large Blend |
| IGAAX | American Funds Intl Gr and Inc A | Owns companies we recommend for divestment | 5 | 3 | 9 | 5 | X | Foreign Large Blend |
| IGICX | American Funds Intl Gr and Inc C | Owns companies we recommend for divestment | 5 | 3 | 9 | 5 | X | Foreign Large Blend |
| IGIFX | American Funds Intl Gr and Inc F1 | Owns companies we recommend for divestment | 5 | 3 | 9 | 5 | X | Foreign Large Blend |
| IGFFX | American Funds Intl Gr and Inc F2 | Owns companies we recommend for divestment | 5 | 3 | 9 | 5 | X | Foreign Large Blend |
| IGAIX | American Funds Intl Gr and Inc F3 | Owns companies we recommend for divestment | 5 | 3 | 9 | 5 | X | Foreign Large Blend |
| RIGAX | American Funds Intl Gr and Inc R1 | Owns companies we recommend for divestment | 5 | 3 | 9 | 5 | X | Foreign Large Blend |
| RIGBX | American Funds Intl Gr and Inc R2 | Owns companies we recommend for divestment | 5 | 3 | 9 | 5 | X | Foreign Large Blend |
| RIIEX | American Funds Intl Gr and Inc R2E | Owns companies we recommend for divestment | 5 | 3 | 9 | 5 | X | Foreign Large Blend |
| RGICX | American Funds Intl Gr and Inc R3 | Owns companies we recommend for divestment | 5 | 3 | 9 | 5 | X | Foreign Large Blend |
| RIGEX | American Funds Intl Gr and Inc R4 | Owns companies we recommend for divestment | 5 | 3 | 9 | 5 | X | Foreign Large Blend |
| RIGFX | American Funds Intl Gr and Inc R5 | Owns companies we recommend for divestment | 5 | 3 | 9 | 5 | X | Foreign Large Blend |
| RIGGX | American Funds Intl Gr and Inc R6 | Owns companies we recommend for divestment | 5 | 3 | 9 | 5 | X | Foreign Large Blend |
| CGIEX | American Funds Intl Gr and Inc 529E | Owns companies we recommend for divestment | 5 | 3 | 9 | 5 | X | Foreign Large Blend |
| FGGGX | American Funds Intl Gr and Inc529-F-2 | Owns companies we recommend for divestment | 5 | 3 | 9 | 5 | X | Foreign Large Blend |
| FGIGX | American Funds Intl Gr and Inc529-F-3 | Owns companies we recommend for divestment | 5 | 3 | 9 | 5 | X | Foreign Large Blend |
| CGIAX | American Funds Intl Gr and Inc529A | Owns companies we recommend for divestment | 5 | 3 | 9 | 5 | X | Foreign Large Blend |
| ITEQ | Amplify BlueStar Israel Technology ETF | Owns companies we recommend for divestment | 5 | 2 | 9 | 2 | X | Technology |
| DIVO | Amplify CWP Enhanced Dividend Income ETF | Owns companies we recommend for divestment | 5 | 2 | 7 | 3 | X | Derivative Income |
| ARKQ | ARK Autonomous Technology&Robotics ETF | Owns companies we recommend for divestment | 5 | 2 | 7 | 7 | X | Technology |
| AVSBX | Avantis U.S. Small Cap Equity G | Owns companies we recommend for divestment | 5 | 6 | 8 | 5 | X | Small Blend |
| AVSCX | Avantis U.S. Small Cap Equity Inst | Owns companies we recommend for divestment | 5 | 6 | 8 | 5 | X | Small Blend |
| AVSC | Avantis US Small Cap Equity ETF | Owns companies we recommend for divestment | 5 | 5 | 10 | 6 | X | Small Value |
| BWBIX | Baron WealthBuilder Institutional | Owns companies we recommend for divestment | 5 | 6 | 12 | 12 | X | Aggressive Allocation |
| BWBFX | Baron WealthBuilder Retail | Owns companies we recommend for divestment | 5 | 6 | 12 | 12 | X | Aggressive Allocation |
| BWBTX | Baron WealthBuilder TA | Owns companies we recommend for divestment | 5 | 6 | 12 | 12 | X | Aggressive Allocation |
| CGIFX | American Funds Intl Gr and Inc 529F1 | Owns companies we recommend for divestment | 5 | 3 | 9 | 5 | X | Foreign Large Blend |
| CIICX | American Funds Intl Gr and Inc 529C | Owns companies we recommend for divestment | 5 | 3 | 9 | 5 | X | Foreign Large Blend |
| ACLC | American Century Large Cap Equity ETF | Owns companies we recommend for divestment | 5 | 6 | 10 | 9 | V | Large Blend |
| FUEPX | American Funds Europacific Growth 529F2 | Owns companies we recommend for divestment | 5 | 2 | 12 | 5 | X | Foreign Large Growth |
| AFEGX | American Century Large Cap Equity G | Owns companies we recommend for divestment | 5 | 6 | 10 | 9 | V | Large Blend |
| AFEIX | American Century Large Cap Equity I | Owns companies we recommend for divestment | 5 | 6 | 10 | 9 | V | Large Blend |
| AFDIX | American Century Large Cap Equity Inv | Owns companies we recommend for divestment | 5 | 6 | 10 | 9 | V | Large Blend |
| AFDRX | American Century Large Cap Equity R | Owns companies we recommend for divestment | 5 | 6 | 10 | 9 | V | Large Blend |
| AFDGX | American Century Large Cap Equity R5 | Owns companies we recommend for divestment | 5 | 6 | 10 | 9 | V | Large Blend |
| AFEDX | American Century Large Cap Equity R6 | Owns companies we recommend for divestment | 5 | 6 | 10 | 9 | V | Large Blend |
| AFYDX | American Century Large Cap Equity Y | Owns companies we recommend for divestment | 5 | 6 | 10 | 9 | V | Large Blend |
| QINT | American Century Quality Dvrs Intl ETF | Owns companies we recommend for divestment | 5 | 3 | 13 | 3 | X | Foreign Large Blend |
| CEUAX | American Funds Europacific Growth 529A | Owns companies we recommend for divestment | 5 | 2 | 12 | 5 | X | Foreign Large Growth |
| CEUCX | American Funds Europacific Growth 529C | Owns companies we recommend for divestment | 5 | 2 | 12 | 5 | X | Foreign Large Growth |
| CEUEX | American Funds Europacific Growth 529E | Owns companies we recommend for divestment | 5 | 2 | 12 | 5 | X | Foreign Large Growth |
| CEUFX | American Funds Europacific Growth 529F1 | Owns companies we recommend for divestment | 5 | 2 | 12 | 5 | X | Foreign Large Growth |
| FEPUX | American Funds Europacific Growth 529F3 | Owns companies we recommend for divestment | 5 | 2 | 12 | 5 | X | Foreign Large Growth |
| RERGX | American Funds Europacific Growth R6 | Owns companies we recommend for divestment | 5 | 2 | 12 | 5 | X | Foreign Large Growth |
| AEPGX | American Funds Europacific Growth A | Owns companies we recommend for divestment | 5 | 2 | 12 | 5 | X | Foreign Large Growth |
| AEPCX | American Funds Europacific Growth C | Owns companies we recommend for divestment | 5 | 2 | 12 | 5 | X | Foreign Large Growth |
| AEGFX | American Funds Europacific Growth F1 | Owns companies we recommend for divestment | 5 | 2 | 12 | 5 | X | Foreign Large Growth |
| AEPFX | American Funds Europacific Growth F2 | Owns companies we recommend for divestment | 5 | 2 | 12 | 5 | X | Foreign Large Growth |
| FEUPX | American Funds Europacific Growth F3 | Owns companies we recommend for divestment | 5 | 2 | 12 | 5 | X | Foreign Large Growth |
| RERAX | American Funds Europacific Growth R1 | Owns companies we recommend for divestment | 5 | 2 | 12 | 5 | X | Foreign Large Growth |
| RERBX | American Funds Europacific Growth R2 | Owns companies we recommend for divestment | 5 | 2 | 12 | 5 | X | Foreign Large Growth |
| REEBX | American Funds Europacific Growth R2E | Owns companies we recommend for divestment | 5 | 2 | 12 | 5 | X | Foreign Large Growth |
| RERCX | American Funds Europacific Growth R3 | Owns companies we recommend for divestment | 5 | 2 | 12 | 5 | X | Foreign Large Growth |
| REREX | American Funds Europacific Growth R4 | Owns companies we recommend for divestment | 5 | 2 | 12 | 5 | X | Foreign Large Growth |
| RERFX | American Funds Europacific Growth R5 | Owns companies we recommend for divestment | 5 | 2 | 12 | 5 | X | Foreign Large Growth |
| RERHX | American Funds Europacific Growth R5E | Owns companies we recommend for divestment | 5 | 2 | 12 | 5 | X | Foreign Large Growth |
| IVGIX | VY® Invesco Growth and Income I | Owns companies we recommend for divestment | 4 | 6 | 10 | 8 | X | Large Value |
| IVIPX | VY® Invesco Equity and Income S2 | Owns companies we recommend for divestment | 4 | 6 | 10 | 8 | X | Moderate Allocation |
| PEYAX | Putnam Large Cap Value A | Owns companies we recommend for divestment | 4 | 4 | 8 | 6 | X | Large Value |
| PDGIX | T. Rowe Price Dividend Growth I | Owns companies we recommend for divestment | 4 | 7 | 6 | 5 | X | Large Blend |
| SPSM | SPDR® Portfolio S&P 600™ Sm Cap ETF | Owns companies we recommend for divestment | 4 | 4 | 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 | 9 | X | Small Value |
| BBTGX | Sterling Capital Behav Lg Cp Val Eq A | Owns companies we recommend for divestment | 4 | 4 | 8 | 5 | X | Large Value |
| BCVCX | Sterling Capital Behav Lg Cp Val Eq C | Owns companies we recommend for divestment | 4 | 4 | 8 | 5 | X | Large Value |
| BBISX | Sterling Capital Behav Lg Cp Val Eq Intl | Owns companies we recommend for divestment | 4 | 4 | 8 | 5 | X | Large Value |
| STRAX | Sterling Capital Behav Lg Cp Val Eq R6 | Owns companies we recommend for divestment | 4 | 4 | 8 | 5 | X | Large Value |
| TCAF | T. Rowe Price Capital Apprec Eq ETF | Owns companies we recommend for divestment | 4 | 6 | 9 | 9 | X | Large Blend |
| PRDGX | T. Rowe Price Dividend Growth | Owns companies we recommend for divestment | 4 | 7 | 6 | 5 | X | Large Blend |
| TADGX | T. Rowe Price Dividend Growth Advisor | Owns companies we recommend for divestment | 4 | 7 | 6 | 5 | X | Large Blend |
| TDVG | T. Rowe Price Dividend Growth ETF | Owns companies we recommend for divestment | 4 | 7 | 6 | 6 | X | Large Blend |
| TRZDX | T. Rowe Price Dividend Growth Z | Owns companies we recommend for divestment | 4 | 7 | 6 | 5 | X | Large Blend |
| DTAN | Sparkline International IntangibleValETF | Owns companies we recommend for divestment | 4 | 2 | 8 | 3 | X | Foreign Large Value |
| PRGSX | T. Rowe Price Global Stock | Owns companies we recommend for divestment | 4 | 3 | 9 | 6 | X | Global Large-Stock Growth |
| PAGSX | T. Rowe Price Global Stock Adv | Owns companies we recommend for divestment | 4 | 3 | 9 | 6 | X | Global Large-Stock Growth |
| TRGLX | T. Rowe Price Global Stock I | Owns companies we recommend for divestment | 4 | 3 | 9 | 6 | X | Global Large-Stock Growth |
| TOUS | T. Rowe Price International Equity ETF | Owns companies we recommend for divestment | 4 | 1 | 7 | 5 | X | Foreign Large Blend |
| TRIGX | T. Rowe Price International Value Eq | Owns companies we recommend for divestment | 4 | 1 | 9 | 3 | X | Foreign Large Value |
| PAIGX | T. Rowe Price International Value Eq Adv | Owns companies we recommend for divestment | 4 | 1 | 9 | 3 | X | Foreign Large Value |
| TRTIX | T. Rowe Price International Value Eq I | Owns companies we recommend for divestment | 4 | 1 | 9 | 3 | X | Foreign Large Value |
| RRIGX | T. Rowe Price International Value Eq R | Owns companies we recommend for divestment | 4 | 1 | 9 | 3 | X | Foreign Large Value |
| TROZX | T. Rowe Price International Value Eq Z | Owns companies we recommend for divestment | 4 | 1 | 9 | 3 | X | Foreign Large Value |
| TILCX | T. Rowe Price Lrg Cp Va I | Owns companies we recommend for divestment | 4 | 3 | 9 | 4 | X | Large Value |
| TRLUX | T. Rowe Price Lrg Cp Va Inv | Owns companies we recommend for divestment | 4 | 3 | 9 | 4 | X | Large Value |
| PRSCX | T. Rowe Price Science & Tech | Owns companies we recommend for divestment | 4 | 5 | 11 | 9 | X | Technology |
| NZUS | SPDR MSCI USA Climate Paris Aligned ETF | Owns companies we recommend for divestment | 4 | 8 | 13 | 12 | V | Large Growth |
| SPUS | SP Funds S&P 500 Sharia Industry Ex ETF | Owns companies we recommend for divestment | 4 | 9 | 13 | 10 | X | Large Growth |
| TSNIX | T. Rowe Price Science & Tech I | Owns companies we recommend for divestment | 4 | 5 | 11 | 9 | X | Technology |
| SCHD | Schwab US Dividend Equity ETF™ | Owns companies we recommend for divestment | 4 | 6 | 6 | 3 | X | Large Value |
| PEQCX | Putnam Large Cap Value C | Owns companies we recommend for divestment | 4 | 4 | 8 | 6 | X | Large Value |
| PEQRX | Putnam Large Cap Value R | Owns companies we recommend for divestment | 4 | 4 | 8 | 6 | X | Large Value |
| PEQLX | Putnam Large Cap Value R5 | Owns companies we recommend for divestment | 4 | 4 | 8 | 6 | X | Large Value |
| PEQSX | Putnam Large Cap Value R6 | Owns companies we recommend for divestment | 4 | 4 | 8 | 6 | X | Large Value |
| PEIYX | Putnam Large Cap Value Y | Owns companies we recommend for divestment | 4 | 4 | 8 | 6 | X | Large Value |
| FLDZ | RiverNorth Patriot ETF | Owns companies we recommend for divestment | 4 | 9 | 0 | 9 | X | Mid-Cap Blend |
| RYPCX | Royce Small-Cap Fund Consult | Owns companies we recommend for divestment | 4 | 0 | 4 | 2 | X | Small Blend |
| RPMIX | Royce Small-Cap Fund Instl | Owns companies we recommend for divestment | 4 | 0 | 4 | 2 | X | Small Blend |
| PENNX | Royce Small-Cap Fund Invmt | Owns companies we recommend for divestment | 4 | 0 | 4 | 2 | X | Small Blend |
| RYPFX | Royce Small-Cap Fund Svc | Owns companies we recommend for divestment | 4 | 0 | 4 | 2 | X | Small Blend |
| RUNN | Running Oak Efficient Growth ETF | Owns companies we recommend for divestment | 4 | 1 | 3 | 6 | X | Mid-Cap Blend |
| SCHG | Schwab US Large-Cap Growth ETF™ | Owns companies we recommend for divestment | 4 | 7 | 12 | 12 | X | Large Growth |
| SNIGX | Sit Large Cap Growth | Owns companies we recommend for divestment | 4 | 5 | 12 | 9 | X | Large Growth |
| SBSIX | Segall Bryant & Hamill Intl Sm Cp Ins | Owns companies we recommend for divestment | 4 | 0 | 10 | 0 | X | Foreign Small/Mid Value |
| SBHSX | Segall Bryant & Hamill Intl Sm Cp Ret | Owns companies we recommend for divestment | 4 | 0 | 10 | 0 | X | Foreign Small/Mid Value |
| SSCGX | SEI Small Cap Growth F (SIMT) | Owns companies we recommend for divestment | 4 | 3 | 4 | 5 | X | Small Growth |
| SPWIX | SEI Small Cap Growth I (SIMT) | Owns companies we recommend for divestment | 4 | 3 | 4 | 5 | X | Small Growth |
| SMAYX | SEI Small Cap Growth Y (SIMT) | Owns companies we recommend for divestment | 4 | 3 | 4 | 5 | X | Small Growth |
| EUAD | Select STOXX Europe Aersspc & Defns ETF | Owns companies we recommend for divestment | 4 | 0 | 3 | 2 | X | Industrials |
| SGLIX | SGI Global Equity I | Owns companies we recommend for divestment | 4 | 9 | 6 | 7 | X | Global Large-Stock Blend |
| SMCIX | Shelton S&P Smallcap Index Investor | Owns companies we recommend for divestment | 4 | 4 | 6 | 6 | X | Small Blend |
| SMLKX | Shelton S&P Smallcap Index K | Owns companies we recommend for divestment | 4 | 4 | 6 | 6 | X | Small Blend |
| NXTI | Simplify Next Intangible Core Index ETF | Owns companies we recommend for divestment | 4 | 7 | 11 | 4 | X | Large Blend |
| NXTV | Simplify Next Intangible Value Index ETF | Owns companies we recommend for divestment | 4 | 8 | 10 | 6 | X | Large Value |
| SIBAX | Sit Balanced | Owns companies we recommend for divestment | 4 | 6 | 11 | 10 | X | Moderate Allocation |
| PASTX | T. Rowe Price Science & Tech Adv | Owns companies we recommend for divestment | 4 | 5 | 11 | 9 | X | Technology |
| PSILX | T. Rowe Price Spectrum International Eq | Owns companies we recommend for divestment | 4 | 2 | 12 | 7 | X | Foreign Large Blend |
| IUASX | VY® Invesco Equity and Income S | Owns companies we recommend for divestment | 4 | 6 | 10 | 8 | X | Moderate Allocation |
| AZBIX | Virtus Small-Cap Institutional | Owns companies we recommend for divestment | 4 | 2 | 4 | 3 | X | Small Blend |
| VSMSX | Vanguard S&P Small-Cap 600 Index I | Owns companies we recommend for divestment | 4 | 4 | 6 | 6 | X | Small Blend |
| VSGAX | Vanguard Small Cap Growth Index Admiral | Owns companies we recommend for divestment | 4 | 2 | 6 | 3 | X | Small Growth |
| VSGIX | Vanguard Small Cap Growth Index I | Owns companies we recommend for divestment | 4 | 2 | 6 | 3 | X | Small Growth |
| VISGX | Vanguard Small Cap Growth Index Inv | Owns companies we recommend for divestment | 4 | 2 | 6 | 3 | X | Small Growth |
| VBK | Vanguard Small-Cap Growth ETF | Owns companies we recommend for divestment | 4 | 2 | 6 | 3 | X | Small Growth |
| VTMSX | Vanguard Tax-Managed Small Cap Adm | Owns companies we recommend for divestment | 4 | 4 | 6 | 6 | X | Small Blend |
| VTSIX | Vanguard Tax-Managed Small Cap I | Owns companies we recommend for divestment | 4 | 4 | 6 | 6 | X | Small Blend |
| VFQY | Vanguard US Quality Factor ETF | Owns companies we recommend for divestment | 4 | 9 | 8 | 8 | X | Mid-Cap Blend |
| USVM | VictoryShares US Sm Md Cp Val Momt ETF | Owns companies we recommend for divestment | 4 | 4 | 2 | 5 | X | Small Value |
| AZBAX | Virtus Small-Cap A | Owns companies we recommend for divestment | 4 | 2 | 4 | 3 | X | Small Blend |
| AZBCX | Virtus Small-Cap C | Owns companies we recommend for divestment | 4 | 2 | 4 | 3 | X | Small Blend |
| ASCFX | Virtus Small-Cap R6 | Owns companies we recommend for divestment | 4 | 2 | 4 | 3 | X | Small Blend |
| VMFVX | Vanguard S&P Mid-Cap 400 Value Idx I | Owns companies we recommend for divestment | 4 | 7 | 5 | 9 | X | Small Value |
| VIPAX | Voya Index Plus LargeCap Port ADV | Owns companies we recommend for divestment | 4 | 11 | 14 | 10 | X | Large Blend |
| IPLIX | Voya Index Plus LargeCap Port I | Owns companies we recommend for divestment | 4 | 11 | 14 | 10 | X | Large Blend |
| IPLSX | Voya Index Plus LargeCap Port S | Owns companies we recommend for divestment | 4 | 11 | 14 | 10 | X | Large Blend |
| IFTAX | Voya International High Div Low Vol A | Owns companies we recommend for divestment | 4 | 1 | 7 | 5 | X | Foreign Large Value |
| IFTIX | Voya International High Div Low Vol I | Owns companies we recommend for divestment | 4 | 1 | 7 | 5 | X | Foreign Large Value |
| IFTSX | Voya International High Div Low Vol S | Owns companies we recommend for divestment | 4 | 1 | 7 | 5 | X | Foreign Large Value |
| ITFEX | Voya International High Div Low Vol S2 | Owns companies we recommend for divestment | 4 | 1 | 7 | 5 | X | Foreign Large Value |
| IRGJX | Voya Russell Mid Cap Growth Idx Port I | Owns companies we recommend for divestment | 4 | 5 | 5 | 6 | X | Mid-Cap Growth |
| IRGUX | Voya Russell Mid Cap Growth Idx Port S | Owns companies we recommend for divestment | 4 | 5 | 5 | 6 | X | Mid-Cap Growth |
| IRGVX | Voya Russell Mid Cap Growth Idx Port S2 | Owns companies we recommend for divestment | 4 | 5 | 5 | 6 | X | Mid-Cap Growth |
| IUAAX | VY® Invesco Equity and Income A | Owns companies we recommend for divestment | 4 | 6 | 10 | 8 | X | Moderate Allocation |
| IUAIX | VY® Invesco Equity and Income I | Owns companies we recommend for divestment | 4 | 6 | 10 | 8 | X | Moderate Allocation |
| VIOO | Vanguard S&P Small-Cap 600 ETF | Owns companies we recommend for divestment | 4 | 4 | 6 | 6 | X | Small Blend |
| IVOV | Vanguard S&P Mid-Cap 400 Value ETF | Owns companies we recommend for divestment | 4 | 7 | 5 | 9 | X | Small Value |
| TSINX | T. Rowe Price Spectrum International EqI | Owns companies we recommend for divestment | 4 | 2 | 12 | 7 | X | Foreign Large Blend |
| UBVLX | Undiscovered Managers Behavioral Val L | Owns companies we recommend for divestment | 4 | 1 | 2 | 4 | X | Small Value |
| TXS | Texas Capital Texas Equity Index ETF | Owns companies we recommend for divestment | 4 | 0 | 6 | 2 | X | Mid-Cap Blend |
| DRIPX | The MP 63 | Owns companies we recommend for divestment | 4 | 5 | 11 | 6 | X | Large Value |
| XLK | The Technology Select Sector SPDR® ETF | Owns companies we recommend for divestment | 4 | 2 | 10 | 6 | X | Technology |
| TWQAX | Transamerica Large Cap Value A | Owns companies we recommend for divestment | 4 | 6 | 9 | 7 | X | Large Value |
| TWQCX | Transamerica Large Cap Value C | Owns companies we recommend for divestment | 4 | 6 | 9 | 7 | X | Large Value |
| TWQIX | Transamerica Large Cap Value I | Owns companies we recommend for divestment | 4 | 6 | 9 | 7 | X | Large Value |
| TWQZX | Transamerica Large Cap Value I2 | Owns companies we recommend for divestment | 4 | 6 | 9 | 7 | X | Large Value |
| TALCX | Transamerica Large Cap Value R6 | Owns companies we recommend for divestment | 4 | 6 | 9 | 7 | X | Large Value |
| GUNZ | Tuttle Capital Self Defense Index ETF | Owns companies we recommend for divestment | 4 | 2 | 3 | 4 | X | Miscellaneous Sector |
| UBVAX | Undiscovered Managers Behavioral Val A | Owns companies we recommend for divestment | 4 | 1 | 2 | 4 | X | Small Value |
| UBVCX | Undiscovered Managers Behavioral Val C | Owns companies we recommend for divestment | 4 | 1 | 2 | 4 | X | Small Value |
| UBVSX | Undiscovered Managers Behavioral Val I | Owns companies we recommend for divestment | 4 | 1 | 2 | 4 | X | Small Value |
| UBVRX | Undiscovered Managers Behavioral Val R2 | Owns companies we recommend for divestment | 4 | 1 | 2 | 4 | X | Small Value |
| VMGIX | Vanguard Mid-Cap Growth Index Investor | Owns companies we recommend for divestment | 4 | 3 | 4 | 6 | X | Mid-Cap Growth |
| UBVTX | Undiscovered Managers Behavioral Val R3 | Owns companies we recommend for divestment | 4 | 1 | 2 | 4 | X | Small Value |
| UBVUX | Undiscovered Managers Behavioral Val R4 | Owns companies we recommend for divestment | 4 | 1 | 2 | 4 | X | Small Value |
| UBVVX | Undiscovered Managers Behavioral Val R5 | Owns companies we recommend for divestment | 4 | 1 | 2 | 4 | X | Small Value |
| UBVFX | Undiscovered Managers Behavioral Val R6 | Owns companies we recommend for divestment | 4 | 1 | 2 | 4 | X | Small Value |
| JETS | US Global Jets ETF | Owns companies we recommend for divestment | 4 | 0 | 6 | 3 | X | Industrials |
| VSRDX | VALIC Company I U.S. Socially Rspnb | Owns companies we recommend for divestment | 4 | 6 | 13 | 5 | V | Large Blend |
| RAAX | VanEck Real Assets ETF | Owns companies we recommend for divestment | 4 | 0 | 6 | 1 | X | Moderate Allocation |
| VDIGX | Vanguard Dividend Growth Inv | Owns companies we recommend for divestment | 4 | 3 | 7 | 6 | X | Large Blend |
| VGT | Vanguard Information Technology ETF | Owns companies we recommend for divestment | 4 | 2 | 12 | 8 | X | Technology |
| VITAX | Vanguard Information Technology Idx Adm | Owns companies we recommend for divestment | 4 | 2 | 12 | 8 | X | Technology |
| VOT | Vanguard Mid-Cap Growth ETF | Owns companies we recommend for divestment | 4 | 3 | 4 | 6 | X | Mid-Cap Growth |
| VMGMX | Vanguard Mid-Cap Growth Index Admiral | Owns companies we recommend for divestment | 4 | 3 | 4 | 6 | X | Mid-Cap Growth |
| QUVU | Hartford Quality Value ETF | Owns companies we recommend for divestment | 4 | 3 | 6 | 4 | X | Large Value |
| HDVVX | Hartford International Equity R6 | Owns companies we recommend for divestment | 4 | 3 | 7 | 5 | X | Foreign Large Blend |
| MDLRX | BlackRock Advantage Large Cap Core Inv A | Owns companies we recommend for divestment | 5 | 9 | 12 | 9 | X | Large Blend |
| VVPLX | Vulcan Value Partners | Owns companies we recommend for divestment | 3 | 6 | 3 | 5 | X | Large Blend |
| VVJFX | Voya Multi-Manager Intl Sm Cp R6 | Owns companies we recommend for divestment | 3 | 1 | 3 | 0 | X | Foreign Small/Mid Blend |
| 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 |
| VYSAX | Voya Small Company I | Owns companies we recommend for divestment | 3 | 3 | 1 | 3 | X | Small Blend |
| IASCX | Voya Small Company Port A | 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 |
| VSPRX | Voya Small Company Port R6 | Owns companies we recommend for divestment | 3 | 3 | 1 | 3 | X | Small Blend |
| 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 |
| VVILX | Vulcan Value Partners Institutional | Owns companies we recommend for divestment | 3 | 6 | 3 | 5 | X | Large Blend |
| NAPIX | Voya Multi-Manager International Sm Cp I | Owns companies we recommend for divestment | 3 | 1 | 3 | 0 | X | Foreign Small/Mid Blend |
| IJMAX | VY® JPMorgan Mid Cap Value A | Owns companies we recommend for divestment | 3 | 2 | 2 | 2 | X | Mid-Cap Value |
| IJMIX | VY® JPMorgan Mid Cap Value I | Owns companies we recommend for divestment | 3 | 2 | 2 | 2 | X | Mid-Cap Value |
| IJMSX | VY® JPMorgan Mid Cap Value S | Owns companies we recommend for divestment | 3 | 2 | 2 | 2 | X | Mid-Cap Value |
| IJPMX | VY® JPMorgan Mid Cap Value S2 | Owns companies we recommend for divestment | 3 | 2 | 2 | 2 | X | Mid-Cap Value |
| WBIL | WBI BullBear Quality 3000 ETF | Owns companies we recommend for divestment | 3 | 5 | 10 | 4 | X | Tactical Allocation |
| WCMYX | WCM Quality Dividend Growth Inst | Owns companies we recommend for divestment | 3 | 1 | 7 | 3 | X | Large Value |
| WQDGX | WCM Quality Dividend Growth Investor | Owns companies we recommend for divestment | 3 | 1 | 7 | 3 | X | Large Value |
| WWLAX | Westwood Quality Value Fund A | Owns companies we recommend for divestment | 3 | 4 | 6 | 6 | X | Large Value |
| WHGLX | Westwood Quality Value Fund Inst | Owns companies we recommend for divestment | 3 | 4 | 6 | 6 | X | Large Value |
| WHGQX | Westwood Quality Value Ultra | Owns companies we recommend for divestment | 3 | 4 | 6 | 6 | X | Large Value |
| WGFIX | William Blair Global Leaders I | Owns companies we recommend for divestment | 3 | 4 | 7 | 6 | X | Global Large-Stock Growth |
| WGGNX | William Blair Global Leaders N | Owns companies we recommend for divestment | 3 | 4 | 7 | 6 | X | Global Large-Stock Growth |
| ISCWX | Voya Multi-Manager International Sm Cp W | Owns companies we recommend for divestment | 3 | 1 | 3 | 0 | X | Foreign Small/Mid Blend |
| NARCX | Voya Multi-Manager International Sm Cp C | Owns companies we recommend for divestment | 3 | 1 | 3 | 0 | X | Foreign Small/Mid Blend |
| WBCIX | William Blair Small-Mid Cap Core I | Owns companies we recommend for divestment | 3 | 2 | 1 | 3 | X | Small Blend |
| PNECX | Virtus NFJ Dividend Value C | Owns companies we recommend for divestment | 3 | 2 | 5 | 5 | X | Large Value |
| VSPIX | Victory Special Value I | Owns companies we recommend for divestment | 3 | 5 | 8 | 8 | X | Large Blend |
| VSVGX | Victory Special Value R | Owns companies we recommend for divestment | 3 | 5 | 8 | 8 | X | Large Blend |
| MAICX | Victory Trivalent Intl Fd-Core Eq A | Owns companies we recommend for divestment | 3 | 3 | 10 | 4 | X | Foreign Large Blend |
| MICIX | Victory Trivalent Intl Fd-Core Eq I | Owns companies we recommend for divestment | 3 | 3 | 10 | 4 | X | Foreign Large Blend |
| MAIRX | Victory Trivalent Intl Fd-Core Eq R6 | Owns companies we recommend for divestment | 3 | 3 | 10 | 4 | X | Foreign Large Blend |
| MICYX | Victory Trivalent Intl Fd-Core Eq Y | Owns companies we recommend for divestment | 3 | 3 | 10 | 4 | X | Foreign Large Blend |
| CSF | VictoryShares US Discv Enh Vol Wtd ETF | Owns companies we recommend for divestment | 3 | 5 | 6 | 6 | X | Small Blend |
| CSA | VictoryShares US Small Cap Vol Wtd ETF | Owns companies we recommend for divestment | 3 | 5 | 6 | 6 | X | Small Blend |
| VIDI | Vident International Equity Strategy ETF | Owns companies we recommend for divestment | 3 | 0 | 11 | 1 | X | Foreign Large Value |
| VUSE | Vident U.S. Equity Strategy ETF | Owns companies we recommend for divestment | 3 | 7 | 10 | 6 | X | Mid-Cap Value |
| PNEAX | Virtus NFJ Dividend Value A | Owns companies we recommend for divestment | 3 | 2 | 5 | 5 | X | Large Value |
| NFJEX | Virtus NFJ Dividend Value Inst | Owns companies we recommend for divestment | 3 | 2 | 5 | 5 | X | Large Value |
| NTKLX | Voya Multi-Manager International Sm Cp A | Owns companies we recommend for divestment | 3 | 1 | 3 | 0 | X | Foreign Small/Mid Blend |
| ANDVX | Virtus NFJ Dividend Value R6 | Owns companies we recommend for divestment | 3 | 2 | 5 | 5 | X | Large Value |
| RMDAX | Virtus Silvant Mid-Cap Growth A | Owns companies we recommend for divestment | 3 | 1 | 2 | 2 | X | Mid-Cap Growth |
| RMDCX | Virtus Silvant Mid-Cap Growth C | Owns companies we recommend for divestment | 3 | 1 | 2 | 2 | X | Mid-Cap Growth |
| DRMCX | Virtus Silvant Mid-Cap Growth Inst | Owns companies we recommend for divestment | 3 | 1 | 2 | 2 | X | Mid-Cap Growth |
| LEXCX | Voya Corporate Leaders Trust B | Owns companies we recommend for divestment | 3 | 1 | 5 | 0 | X | Large Value |
| IPMIX | Voya Index Plus MidCap Port I | Owns companies we recommend for divestment | 3 | 6 | 5 | 8 | X | Mid-Cap Blend |
| IPMSX | Voya Index Plus MidCap Port S | Owns companies we recommend for divestment | 3 | 6 | 5 | 8 | X | Mid-Cap Blend |
| VYMQX | Voya Mid Cap Research Enhanced Index A | Owns companies we recommend for divestment | 3 | 6 | 5 | 8 | X | Mid-Cap Blend |
| VYMRX | Voya Mid Cap Research Enhanced Index C | Owns companies we recommend for divestment | 3 | 6 | 5 | 8 | X | Mid-Cap Blend |
| VYMSX | Voya Mid Cap Research Enhanced Index I | Owns companies we recommend for divestment | 3 | 6 | 5 | 8 | X | Mid-Cap Blend |
| VYMVX | Voya Mid Cap Research Enhanced Index R | Owns companies we recommend for divestment | 3 | 6 | 5 | 8 | X | Mid-Cap Blend |
| VYMYX | Voya Mid Cap Research Enhanced Index W | Owns companies we recommend for divestment | 3 | 6 | 5 | 8 | X | Mid-Cap Blend |
| BGGIX | William Blair Global Leaders R6 | Owns companies we recommend for divestment | 3 | 4 | 7 | 6 | X | Global Large-Stock Growth |
| WBCRX | William Blair Small-Mid Cap Core R6 | Owns companies we recommend for divestment | 3 | 2 | 1 | 3 | X | Small Blend |
| SSVSX | Victory Special Value A | Owns companies we recommend for divestment | 3 | 5 | 8 | 8 | X | Large Blend |
| ADRRX | American Century Disciplined Growth R | Owns companies we recommend for divestment | 4 | 7 | 12 | 9 | X | Large Growth |
| AASRX | American Beacon Small Cap Value R6 | Owns companies we recommend for divestment | 4 | 4 | 4 | 6 | X | Small Value |
| ABSAX | American Beacon Small Cp Val A | Owns companies we recommend for divestment | 4 | 4 | 4 | 6 | X | Small Value |
| AASSX | American Beacon Small Cp Val Adv | Owns companies we recommend for divestment | 4 | 4 | 4 | 6 | X | Small Value |
| ASVCX | American Beacon Small Cp Val C | Owns companies we recommend for divestment | 4 | 4 | 4 | 6 | X | Small Value |
| AVPAX | American Beacon Small Cp Val Inv | Owns companies we recommend for divestment | 4 | 4 | 4 | 6 | X | Small Value |
| AVFIX | American Beacon Small Cp Val R5 | Owns companies we recommend for divestment | 4 | 4 | 4 | 6 | X | Small Value |
| ABSYX | American Beacon Small Cp Val Y | Owns companies we recommend for divestment | 4 | 4 | 4 | 6 | X | Small Value |
| ADCVX | American Century Disciplined Growth A | Owns companies we recommend for divestment | 4 | 7 | 12 | 9 | X | Large Growth |
| ADCCX | American Century Disciplined Growth C | Owns companies we recommend for divestment | 4 | 7 | 12 | 9 | X | Large Growth |
| ADCIX | American Century Disciplined Growth I | Owns companies we recommend for divestment | 4 | 7 | 12 | 9 | X | Large Growth |
| ADSIX | American Century Disciplined Growth Inv | Owns companies we recommend for divestment | 4 | 7 | 12 | 9 | X | Large Growth |
| ADGGX | American Century Disciplined Growth R5 | Owns companies we recommend for divestment | 4 | 7 | 12 | 9 | X | Large Growth |
| AADBX | American Beacon Balanced R5 | Owns companies we recommend for divestment | 4 | 4 | 8 | 5 | X | Moderate Allocation |
| ADCYX | American Century Disciplined Growth Y | Owns companies we recommend for divestment | 4 | 7 | 12 | 9 | X | Large Growth |
| LVOL | American Century Low Volatility ETF | Owns companies we recommend for divestment | 4 | 9 | 9 | 8 | X | Large Blend |
| ANDIX | AQR International Defensive Style I | Owns companies we recommend for divestment | 4 | 3 | 4 | 3 | X | Foreign Large Blend |
| ANDNX | AQR International Defensive Style N | Owns companies we recommend for divestment | 4 | 3 | 4 | 3 | X | Foreign Large Blend |
| ANDRX | AQR International Defensive Style R6 | Owns companies we recommend for divestment | 4 | 3 | 4 | 3 | X | Foreign Large Blend |
| ASMOX | AQR Small Cap Momentum Style I | Owns companies we recommend for divestment | 4 | 4 | 1 | 5 | X | Small Growth |
| ASMNX | AQR Small Cap Momentum Style N | Owns companies we recommend for divestment | 4 | 4 | 1 | 5 | X | Small Growth |
| QSMRX | AQR Small Cap Momentum Style R6 | Owns companies we recommend for divestment | 4 | 4 | 1 | 5 | X | Small Growth |
| ALCEX | Avantis U.S. Large Cap Value G | Owns companies we recommend for divestment | 4 | 13 | 11 | 10 | X | Large Value |
| AVLVX | Avantis U.S. Large Cap Value Inst | Owns companies we recommend for divestment | 4 | 13 | 11 | 10 | X | Large Value |
| AVUV | Avantis US Small Cap Value ETF | Owns companies we recommend for divestment | 4 | 6 | 5 | 6 | X | Small Value |
| BGDV | Bahl & Gaynor Dividend ETF | Owns companies we recommend for divestment | 4 | 3 | 5 | 5 | X | Large Value |
| ACBYX | American Beacon Balanced Y | Owns companies we recommend for divestment | 4 | 4 | 8 | 5 | X | Moderate Allocation |
| AABPX | American Beacon Balanced Inv | Owns companies we recommend for divestment | 4 | 4 | 8 | 5 | X | Moderate Allocation |
| WSMDX | William Blair Small-Mid Cap Growth I | Owns companies we recommend for divestment | 3 | 2 | 1 | 1 | X | Mid-Cap Growth |
| HDEF | Xtrackers MSCI EAFE High Div Yld Eq ETF | Owns companies we recommend for divestment | 3 | 0 | 4 | 2 | X | Foreign Large Value |
| WSMNX | William Blair Small-Mid Cap Growth N | Owns companies we recommend for divestment | 3 | 2 | 1 | 1 | X | Mid-Cap Growth |
| WSMRX | William Blair Small-Mid Cap Growth R6 | Owns companies we recommend for divestment | 3 | 2 | 1 | 1 | X | Mid-Cap 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 |
| DOL | WisdomTree International LargeCp Div ETF | Owns companies we recommend for divestment | 3 | 2 | 13 | 7 | X | Foreign Large Value |
| DWMF | WisdomTree International Mltfctr | Owns companies we recommend for divestment | 3 | 3 | 4 | 4 | X | Foreign Large Value |
| AIVI | WisdomTree Intl Al Enhanced Val ETF | Owns companies we recommend for divestment | 3 | 2 | 3 | 1 | X | Foreign Large Value |
| TECHX | WisdomTree Technology and Inn 100 DgtN/A | Owns companies we recommend for divestment | 3 | 4 | 13 | 9 | X | Technology |
| QSML | WisdomTree U.S. Small Cap Quality Gr | Owns companies we recommend for divestment | 3 | 5 | 4 | 4 | X | Small Blend |
| DGRS | WisdomTree US SmallCap Qual Div Gr ETF | Owns companies we recommend for divestment | 3 | 3 | 4 | 3 | X | Small Value |
| WPGTX | WPG Partners Small Cap Value Div Fund | Owns companies we recommend for divestment | 3 | 0 | 2 | 1 | X | Small Value |
| XAIX | Xtrackers Artfcl Intlgc and Big Dt ETF | Owns companies we recommend for divestment | 3 | 4 | 12 | 7 | X | Technology |
| USNZ | Xtrackers Net Zero Pwy Par Alg US Eq ETF | Owns companies we recommend for divestment | 3 | 15 | 15 | 14 | V | Large Blend |
| ABCCX | American Beacon Balanced C | Owns companies we recommend for divestment | 4 | 4 | 8 | 5 | X | Moderate Allocation |
| AFGGX | Yorktown Growth A | Owns companies we recommend for divestment | 3 | 1 | 1 | 2 | X | Global Small/Mid Stock |
| APGRX | Yorktown Growth Institutional | Owns companies we recommend for divestment | 3 | 1 | 1 | 2 | X | Global Small/Mid Stock |
| APITX | Yorktown Growth L | Owns companies we recommend for divestment | 3 | 1 | 1 | 2 | X | Global Small/Mid Stock |
| GROZ | Zacks Focus Growth ETF | Owns companies we recommend for divestment | 3 | 6 | 9 | 6 | X | Large Growth |
| AEPIX | Allspring Managed Acct Corebuilder EPI | Owns companies we recommend for divestment | 4 | 7 | 7 | 7 | X | Large Blend |
| RFFC | ALPS Active Equity Opportunity ETF | Owns companies we recommend for divestment | 4 | 7 | 10 | 8 | X | Large Blend |
| ALABX | ALPS/Smith Balanced Opportunity A | Owns companies we recommend for divestment | 4 | 8 | 10 | 8 | X | Moderate Allocation |
| ALCBX | ALPS/Smith Balanced Opportunity C | Owns companies we recommend for divestment | 4 | 8 | 10 | 8 | X | Moderate Allocation |
| ALPBX | ALPS/Smith Balanced Opportunity I | Owns companies we recommend for divestment | 4 | 8 | 10 | 8 | X | Moderate Allocation |
| ALIBX | ALPS/Smith Balanced Opportunity Inv | Owns companies we recommend for divestment | 4 | 8 | 10 | 8 | X | Moderate Allocation |
| ABFAX | American Beacon Balanced A | Owns companies we recommend for divestment | 4 | 4 | 8 | 5 | X | Moderate Allocation |
| ABLSX | American Beacon Balanced Adv | Owns companies we recommend for divestment | 4 | 4 | 8 | 5 | X | Moderate Allocation |
| VSVCX | Victory Special Value C | Owns companies we recommend for divestment | 3 | 5 | 8 | 8 | X | Large Blend |
| UISCX | Victory Small Cap Stock Institutional | Owns companies we recommend for divestment | 3 | 4 | 5 | 5 | X | Small Blend |
| AFYCX | Bahl & Gaynor Income Growth C | Owns companies we recommend for divestment | 4 | 2 | 8 | 4 | X | Large Value |
| TOECX | Touchstone Mid Cap Growth C | Owns companies we recommend for divestment | 3 | 1 | 1 | 3 | X | Mid-Cap Growth |
| WEEIX | TETON Westwood Equity I | Owns companies we recommend for divestment | 3 | 4 | 6 | 6 | X | Large Value |
| NCEGX | The North Country Large Cap Equity Fund | Owns companies we recommend for divestment | 3 | 7 | 9 | 5 | X | Large Blend |
| BIGTX | The Texas I | Owns companies we recommend for divestment | 3 | 1 | 6 | 3 | X | Mid-Cap Blend |
| CZAR | Themes Natural Monopoly ETF | Owns companies we recommend for divestment | 3 | 1 | 9 | 2 | X | Global Large-Stock Blend |
| LGCF | Themes US Cash Flow Champions ETF | Owns companies we recommend for divestment | 3 | 4 | 5 | 1 | X | Large Value |
| THPGX | Thompson LargeCap | Owns companies we recommend for divestment | 3 | 5 | 8 | 3 | X | Large Value |
| Thrivent Core International Equity | Owns companies we recommend for divestment | 3 | 1 | 11 | 5 | X | Foreign Large Blend |
| Thrivent Core Mid Cap Value | Owns companies we recommend for divestment | 3 | 0 | 2 | 3 | X | Mid-Cap Value |
| AAAGX | Thrivent Large Cap Growth A | Owns companies we recommend for divestment | 3 | 4 | 10 | 5 | X | Large Growth |
| THLCX | Thrivent Large Cap Growth S | Owns companies we recommend for divestment | 3 | 4 | 10 | 5 | X | Large Growth |
| TEGAX | Touchstone Mid Cap Growth A | Owns companies we recommend for divestment | 3 | 1 | 1 | 3 | X | Mid-Cap Growth |
| TEGIX | Touchstone Mid Cap Growth Inst | Owns companies we recommend for divestment | 3 | 1 | 1 | 3 | X | Mid-Cap Growth |
| WESWX | TETON Westwood Equity AAA | Owns companies we recommend for divestment | 3 | 4 | 6 | 6 | X | Large Value |
| 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 |
| TIHAX | Transamerica International Stock A | Owns companies we recommend for divestment | 3 | 1 | 10 | 4 | X | Foreign Large Value |
| TIHBX | Transamerica International Stock I | Owns companies we recommend for divestment | 3 | 1 | 10 | 4 | X | Foreign Large Value |
| TIHIX | Transamerica International Stock I2 | Owns companies we recommend for divestment | 3 | 1 | 10 | 4 | X | Foreign Large Value |
| TIHJX | Transamerica International Stock R6 | Owns companies we recommend for divestment | 3 | 1 | 10 | 4 | X | Foreign Large Value |
| WAR | U.S. Global Tech and Arspc & Defense ETF | Owns companies we recommend for divestment | 3 | 2 | 6 | 5 | X | Technology |
| VEGN | US Vegan Climate ETF | Owns companies we recommend for divestment | 3 | 5 | 11 | 9 | V | Large Growth |
| WEQCX | TETON Westwood Equity C | Owns companies we recommend for divestment | 3 | 4 | 6 | 6 | X | Large Value |
| WEECX | TETON Westwood Equity A | Owns companies we recommend for divestment | 3 | 4 | 6 | 6 | X | Large Value |
| VVSCX | VALIC Company I Small Cap Value | Owns companies we recommend for divestment | 3 | 4 | 4 | 4 | X | Small Value |
| PASSX | T. Rowe Price Small-Cap Stock Adv | Owns companies we recommend for divestment | 3 | 1 | 3 | 2 | X | Small Growth |
| PRWAX | T. Rowe Price All-Cap Opportunities Fund | Owns companies we recommend for divestment | 3 | 5 | 9 | 7 | X | Large Growth |
| PAWAX | T. Rowe Price All-Cap Opportunities-Adv | Owns companies we recommend for divestment | 3 | 5 | 9 | 7 | X | Large Growth |
| PNAIX | T. Rowe Price All-Cap Opportunities-I | Owns companies we recommend for divestment | 3 | 5 | 9 | 7 | X | Large Growth |
| PNZAX | T. Rowe Price All-Cap Opportunities-Z | Owns companies we recommend for divestment | 3 | 5 | 9 | 7 | X | Large Growth |
| TRSSX | T. Rowe Price Instl Small-Cap Stock | Owns companies we recommend for divestment | 3 | 1 | 3 | 2 | X | Small Growth |
| TRMCX | T. Rowe Price Mid-Cap Value | Owns companies we recommend for divestment | 3 | 3 | 3 | 3 | X | Mid-Cap Value |
| TAMVX | T. Rowe Price Mid-Cap Value Adv | Owns companies we recommend for divestment | 3 | 3 | 3 | 3 | X | Mid-Cap Value |
| TRMIX | T. Rowe Price Mid-Cap Value I | Owns companies we recommend for divestment | 3 | 3 | 3 | 3 | X | Mid-Cap Value |
| RRMVX | T. Rowe Price Mid-Cap Value R | Owns companies we recommend for divestment | 3 | 3 | 3 | 3 | X | Mid-Cap Value |
| TRTZX | T. Rowe Price Mid-Cap Value Z | Owns companies we recommend for divestment | 3 | 3 | 3 | 3 | X | Mid-Cap Value |
| OTCFX | T. Rowe Price Small-Cap Stock | Owns companies we recommend for divestment | 3 | 1 | 3 | 2 | X | Small Growth |
| OTIIX | T. Rowe Price Small-Cap Stock I | Owns companies we recommend for divestment | 3 | 1 | 3 | 2 | X | Small Growth |
| WBBIX | TETON Westwood Balanced I | Owns companies we recommend for divestment | 3 | 5 | 8 | 7 | X | Moderate Allocation |
| TRZZX | T. Rowe Price Small-Cap Stock Z | Owns companies we recommend for divestment | 3 | 1 | 3 | 2 | X | Small Growth |
| TRULX | T. Rowe Price US Large-Cap Core | Owns companies we recommend for divestment | 3 | 5 | 8 | 8 | X | Large Blend |
| PAULX | T. Rowe Price US Large-Cap Core Adv | Owns companies we recommend for divestment | 3 | 5 | 8 | 8 | X | Large Blend |
| RCLIX | T. Rowe Price US Large-Cap Core I | Owns companies we recommend for divestment | 3 | 5 | 8 | 8 | X | Large Blend |
| TRZLX | T. Rowe Price US Large-Cap Core Z | Owns companies we recommend for divestment | 3 | 5 | 8 | 8 | X | Large Blend |
| TBG | TBG Dividend Focus ETF | Owns companies we recommend for divestment | 3 | 1 | 5 | 1 | X | Large Value |
| TGDIX | TCW Relative Value Large Cap I | Owns companies we recommend for divestment | 3 | 2 | 5 | 4 | X | Large Value |
| TGDVX | TCW Relative Value Large Cap N | Owns companies we recommend for divestment | 3 | 2 | 5 | 4 | X | Large Value |
| PWRD | TCW Transform Systems ETF | Owns companies we recommend for divestment | 3 | 1 | 5 | 2 | V | Large Blend |
| WEBCX | TETON Westwood Balanced A | Owns companies we recommend for divestment | 3 | 5 | 8 | 7 | X | Moderate Allocation |
| WEBAX | TETON Westwood Balanced AAA | Owns companies we recommend for divestment | 3 | 5 | 8 | 7 | X | Moderate Allocation |
| WBCCX | TETON Westwood Balanced C | Owns companies we recommend for divestment | 3 | 5 | 8 | 7 | X | Moderate Allocation |
| VCNIX | VALIC Company I NASDAQ-100 Index | Owns companies we recommend for divestment | 3 | 6 | 13 | 6 | X | Large Growth |
| VLIFX | Value Line Mid Cap Focused | Owns companies we recommend for divestment | 3 | 2 | 1 | 3 | X | Mid-Cap Growth |
| USCAX | Victory Small Cap Stock | Owns companies we recommend for divestment | 3 | 4 | 5 | 5 | X | Small Blend |
| PEQIX | Victory Pioneer Equity Income A | Owns companies we recommend for divestment | 3 | 4 | 5 | 2 | X | Large Value |
| MYIMX | Victory Integrity Mid-Cap Value Y | Owns companies we recommend for divestment | 3 | 2 | 4 | 4 | X | Mid-Cap Value |
| MNNAX | Victory Munder Multi-Cap A | Owns companies we recommend for divestment | 3 | 5 | 8 | 8 | X | Large Blend |
| MNNCX | Victory Munder Multi-Cap C | Owns companies we recommend for divestment | 3 | 5 | 8 | 8 | X | Large Blend |
| MNNYX | Victory Munder Multi-Cap Y | Owns companies we recommend for divestment | 3 | 5 | 8 | 8 | X | Large Blend |
| UCNQX | Victory Nasdaq 100 Index C | Owns companies we recommend for divestment | 3 | 6 | 13 | 6 | X | Large Growth |
| UANQX | Victory Nasdaq 100 Index Class A | Owns companies we recommend for divestment | 3 | 6 | 13 | 6 | X | Large Growth |
| UINQX | Victory Nasdaq 100 Index Institutional | Owns companies we recommend for divestment | 3 | 6 | 13 | 6 | X | Large Growth |
| URNQX | Victory Nasdaq 100 Index R6 | Owns companies we recommend for divestment | 3 | 6 | 13 | 6 | X | Large Growth |
| USNQX | Victory NASDAQ-100 Index | Owns companies we recommend for divestment | 3 | 6 | 13 | 6 | X | Large Growth |
| PIODX | Victory Pioneer A | Owns companies we recommend for divestment | 3 | 4 | 8 | 6 | V | Large Blend |
| PCODX | Victory Pioneer C | Owns companies we recommend for divestment | 3 | 4 | 8 | 6 | V | Large Blend |
| PCEQX | Victory Pioneer Equity Income C | Owns companies we recommend for divestment | 3 | 4 | 5 | 2 | X | Large Value |
| MMIJX | Victory Integrity Mid-Cap Value Member | Owns companies we recommend for divestment | 3 | 2 | 4 | 4 | X | Mid-Cap Value |
| PEQKX | Victory Pioneer Equity Income R | Owns companies we recommend for divestment | 3 | 4 | 5 | 2 | X | Large Value |
| PQIRX | Victory Pioneer Equity Income R6 | Owns companies we recommend for divestment | 3 | 4 | 5 | 2 | X | Large Value |
| PYEQX | Victory Pioneer Equity Income Y | Owns companies we recommend for divestment | 3 | 4 | 5 | 2 | X | Large Value |
| PIORX | Victory Pioneer R | Owns companies we recommend for divestment | 3 | 4 | 8 | 6 | V | Large Blend |
| PIOKX | Victory Pioneer R6 | Owns companies we recommend for divestment | 3 | 4 | 8 | 6 | V | Large Blend |
| PYODX | Victory Pioneer Y | Owns companies we recommend for divestment | 3 | 4 | 8 | 6 | V | Large Blend |
| GPAFX | Victory RS Large Cap Alpha A | Owns companies we recommend for divestment | 3 | 2 | 5 | 5 | X | Large Value |
| RCOCX | Victory RS Large Cap Alpha C | Owns companies we recommend for divestment | 3 | 2 | 5 | 5 | X | Large Value |
| RCEYX | Victory RS Large Cap Alpha Y | Owns companies we recommend for divestment | 3 | 2 | 5 | 5 | X | Large Value |
| RSVAX | Victory RS Value A | Owns companies we recommend for divestment | 3 | 2 | 2 | 2 | X | Mid-Cap Value |
| RVACX | Victory RS Value C | Owns companies we recommend for divestment | 3 | 2 | 2 | 2 | X | Mid-Cap Value |
| RSVYX | Victory RS Value Y | Owns companies we recommend for divestment | 3 | 2 | 2 | 2 | X | Mid-Cap Value |
| MRIMX | Victory Integrity Mid-Cap Value R6 | Owns companies we recommend for divestment | 3 | 2 | 4 | 4 | X | Mid-Cap Value |
| MCIMX | Victory Integrity Mid-Cap Value C | Owns companies we recommend for divestment | 3 | 2 | 4 | 4 | X | Mid-Cap Value |
| VLMIX | Value Line Mid Cap Focused Institutional | Owns companies we recommend for divestment | 3 | 2 | 1 | 3 | X | Mid-Cap Growth |
| VGRLX | Vanguard Global ex-US Real Est Idx Adm | Owns companies we recommend for divestment | 3 | 0 | 4 | 0 | X | Global Real Estate |
| MOTG | VanEck Morningstar Glb Wd Mt ETF | Owns companies we recommend for divestment | 3 | 2 | 6 | 7 | X | Global Large-Stock Blend |
| MWMIX | VanEck Morningstar Wide Moat I | Owns companies we recommend for divestment | 3 | 3 | 6 | 8 | X | Large Blend |
| MVAL | VanEck Morningstar Wide Moat Value ETF | Owns companies we recommend for divestment | 3 | 1 | 4 | 3 | X | Large Value |
| MWMZX | VanEck Morningstar Wide Moat Z | Owns companies we recommend for divestment | 3 | 3 | 6 | 8 | X | Large Blend |
| BUZZ | VanEck Social Sentiment ETF | Owns companies we recommend for divestment | 3 | 8 | 13 | 7 | X | Large Growth |
| VADGX | Vanguard Advice Select Dividend Gr Admrl | Owns companies we recommend for divestment | 3 | 3 | 6 | 5 | X | Large Blend |
| VAGVX | Vanguard Advice Select Global Value Adml | Owns companies we recommend for divestment | 3 | 3 | 8 | 6 | X | Global Large-Stock Value |
| 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 |
| VFH | Vanguard Financials ETF | Owns companies we recommend for divestment | 3 | 7 | 1 | 6 | X | Financial |
| VFAIX | Vanguard Financials Index Admiral | Owns companies we recommend for divestment | 3 | 7 | 1 | 6 | X | Financial |
| VNQI | Vanguard Global ex-US Real Est ETF | 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 |
| MAIMX | Victory Integrity Mid-Cap Value A | Owns companies we recommend for divestment | 3 | 2 | 4 | 4 | X | Mid-Cap Value |
| IVOG | Vanguard S&P Mid-Cap 400 Growth ETF | Owns companies we recommend for divestment | 3 | 3 | 3 | 5 | X | Mid-Cap Growth |
| VMFGX | Vanguard S&P Mid-Cap 400 Growth Idx I | Owns companies we recommend for divestment | 3 | 3 | 3 | 5 | X | Mid-Cap Growth |
| VIOG | Vanguard S&P Small-Cap 600 Growth ETF | Owns companies we recommend for divestment | 3 | 3 | 3 | 6 | X | Small Growth |
| VSTCX | Vanguard Strategic Small-Cap Equity Inv | Owns companies we recommend for divestment | 3 | 3 | 5 | 4 | X | Small Blend |
| VWUAX | Vanguard US Growth Admiral™ | Owns companies we recommend for divestment | 3 | 6 | 10 | 7 | X | Large Growth |
| VWUSX | Vanguard US Growth Investor | Owns companies we recommend for divestment | 3 | 6 | 10 | 7 | X | Large Growth |
| SRVEX | Victory Diversified Stock A | Owns companies we recommend for divestment | 3 | 5 | 8 | 8 | X | Large Blend |
| VDSCX | Victory Diversified Stock C | Owns companies we recommend for divestment | 3 | 5 | 8 | 8 | X | Large Blend |
| VDSIX | Victory Diversified Stock I | Owns companies we recommend for divestment | 3 | 5 | 8 | 8 | X | Large Blend |
| GRINX | Victory Diversified Stock R | Owns companies we recommend for divestment | 3 | 5 | 8 | 8 | X | Large Blend |
| VDSRX | Victory Diversified Stock R6 | Owns companies we recommend for divestment | 3 | 5 | 8 | 8 | X | Large Blend |
| VDSYX | Victory Diversified Stock Y | Owns companies we recommend for divestment | 3 | 5 | 8 | 8 | X | Large Blend |
| AFNAX | Bahl & Gaynor Income Growth A | Owns companies we recommend for divestment | 4 | 2 | 8 | 4 | X | Large Value |
| BGIG | Bahl & Gaynor Income Growth ETF | Owns companies we recommend for divestment | 4 | 2 | 8 | 4 | X | Large Value |
| HDVTX | Hartford International Equity R5 | Owns companies we recommend for divestment | 4 | 3 | 7 | 5 | X | Foreign Large Blend |
| FSLVX | Fidelity Stk Selec Lg Cp Val | Owns companies we recommend for divestment | 4 | 10 | 11 | 8 | X | Large Value |
| FMDGX | Fidelity Mid Cap Growth Index | Owns companies we recommend for divestment | 4 | 5 | 5 | 6 | X | Mid-Cap Growth |
| FMCSX | Fidelity Mid-Cap Stock | Owns companies we recommend for divestment | 4 | 3 | 4 | 5 | X | Mid-Cap Blend |
| FKMCX | Fidelity Mid-Cap Stock K | Owns companies we recommend for divestment | 4 | 3 | 4 | 5 | X | Mid-Cap Blend |
| FNKFX | Fidelity Mid-Cap Stock K6 | Owns companies we recommend for divestment | 4 | 3 | 4 | 5 | X | Mid-Cap Blend |
| FTEC | Fidelity MSCI Information Tech ETF | Owns companies we recommend for divestment | 4 | 2 | 12 | 8 | X | Technology |
| FITMX | Fidelity SAI International Mtm Idx | Owns companies we recommend for divestment | 4 | 2 | 6 | 3 | X | Foreign Large Growth |
| FSBDX | Fidelity Series Blue Chip Growth | Owns companies we recommend for divestment | 4 | 9 | 14 | 6 | X | Large Growth |
| FBLEX | Fidelity Series Stk Selec Lg Cp Val | Owns companies we recommend for divestment | 4 | 10 | 11 | 7 | X | Large Value |
| FNKLX | Fidelity Series Value Discovery | Owns companies we recommend for divestment | 4 | 6 | 9 | 6 | X | Large Value |
| FCPGX | Fidelity Small Cap Growth | Owns companies we recommend for divestment | 4 | 3 | 4 | 5 | X | Small Growth |
| FOCSX | Fidelity Small Cap Growth K6 | Owns companies we recommend for divestment | 4 | 3 | 4 | 5 | X | Small Growth |
| FCPI | Fidelity Stocks for Inflation ETF | Owns companies we recommend for divestment | 4 | 6 | 11 | 7 | X | Large Blend |
| FSKGX | Fidelity Growth Strategies K6 | Owns companies we recommend for divestment | 4 | 4 | 5 | 5 | X | Mid-Cap Growth |
| FDVLX | Fidelity Value | Owns companies we recommend for divestment | 4 | 2 | 10 | 3 | X | Mid-Cap Value |
| FVDFX | Fidelity Value Discovery | Owns companies we recommend for divestment | 4 | 6 | 9 | 6 | X | Large Value |
| FVDKX | Fidelity Value Discovery K | Owns companies we recommend for divestment | 4 | 6 | 9 | 6 | X | Large Value |
| FDVKX | Fidelity Value Discovery K6 | Owns companies we recommend for divestment | 4 | 6 | 9 | 6 | X | Large Value |
| FVLKX | Fidelity Value K | Owns companies we recommend for divestment | 4 | 2 | 10 | 3 | X | Mid-Cap Value |
| FTGS | First Trust Growth Strength ETF | Owns companies we recommend for divestment | 4 | 3 | 6 | 4 | X | Large Blend |
| FDL | First Trust Morningstar Div Leaders ETF | Owns companies we recommend for divestment | 4 | 7 | 5 | 5 | X | Large Value |
| FSGS | First Trust SMID Growth Strength ETF | Owns companies we recommend for divestment | 4 | 1 | 0 | 4 | X | Small Value |
| FXL | First Trust Technology AlphaDEX® ETF | Owns companies we recommend for divestment | 4 | 2 | 7 | 8 | X | Technology |
| ESG | FlexShares STOXX US ESG Select ETF | Owns companies we recommend for divestment | 4 | 15 | 15 | 5 | V | Large Blend |
| FLEU | Franklin FTSE Eurozone ETF | Owns companies we recommend for divestment | 4 | 2 | 8 | 3 | X | Europe Stock |
| FFALX | Franklin Global Allocation A | Owns companies we recommend for divestment | 4 | 7 | 18 | 6 | X | Global Allocation |
| FNIDX | Fidelity Intl Sustainability Idx | Owns companies we recommend for divestment | 4 | 4 | 18 | 6 | V | Foreign Large Blend |
| FAGKX | Fidelity Growth Strategies K | Owns companies we recommend for divestment | 4 | 4 | 5 | 5 | X | Mid-Cap Growth |
| FFACX | Franklin Global Allocation C | Owns companies we recommend for divestment | 4 | 7 | 18 | 6 | X | Global Allocation |
| FVIFX | Fidelity Advisor Value I | Owns companies we recommend for divestment | 4 | 2 | 10 | 3 | X | Mid-Cap Value |
| FCCGX | Fidelity Advisor Small Cap Growth C | Owns companies we recommend for divestment | 4 | 3 | 4 | 5 | X | Small Growth |
| FCIGX | Fidelity Advisor Small Cap Growth I | Owns companies we recommend for divestment | 4 | 3 | 4 | 5 | X | Small Growth |
| FCTGX | Fidelity Advisor Small Cap Growth M | Owns companies we recommend for divestment | 4 | 3 | 4 | 5 | X | Small Growth |
| FIDGX | Fidelity Advisor Small Cap Growth Z | Owns companies we recommend for divestment | 4 | 3 | 4 | 5 | X | Small Growth |
| FLUAX | Fidelity Advisor Stk Selec Lg Cp Val A | Owns companies we recommend for divestment | 4 | 10 | 11 | 8 | X | Large Value |
| FLUEX | Fidelity Advisor Stk Selec Lg Cp Val C | Owns companies we recommend for divestment | 4 | 10 | 11 | 8 | X | Large Value |
| FLUIX | Fidelity Advisor Stk Selec Lg Cp Val I | Owns companies we recommend for divestment | 4 | 10 | 11 | 8 | X | Large Value |
| FLUTX | Fidelity Advisor Stk Selec Lg Cp Val M | Owns companies we recommend for divestment | 4 | 10 | 11 | 8 | X | Large Value |
| FSCZX | Fidelity Advisor Stk Selec Lg Cp Val Z | Owns companies we recommend for divestment | 4 | 10 | 11 | 8 | X | Large Value |
| FAVFX | Fidelity Advisor Value A | Owns companies we recommend for divestment | 4 | 2 | 10 | 3 | X | Mid-Cap Value |
| FCVFX | Fidelity Advisor Value C | Owns companies we recommend for divestment | 4 | 2 | 10 | 3 | X | Mid-Cap Value |
| FTVFX | Fidelity Advisor Value M | Owns companies we recommend for divestment | 4 | 2 | 10 | 3 | X | Mid-Cap Value |
| FDEGX | Fidelity Growth Strategies | Owns companies we recommend for divestment | 4 | 4 | 5 | 5 | X | Mid-Cap Growth |
| FVLZX | Fidelity Advisor Value Z | Owns companies we recommend for divestment | 4 | 2 | 10 | 3 | X | Mid-Cap Value |
| FBGRX | Fidelity Blue Chip Growth | Owns companies we recommend for divestment | 4 | 9 | 14 | 6 | X | Large Growth |
| FBGKX | Fidelity Blue Chip Growth K | Owns companies we recommend for divestment | 4 | 9 | 14 | 6 | X | Large Growth |
| FBCGX | Fidelity Blue Chip Growth K6 | Owns companies we recommend for divestment | 4 | 9 | 14 | 6 | X | Large Growth |
| FBCV | Fidelity Blue Chip Value ETF | Owns companies we recommend for divestment | 4 | 5 | 9 | 5 | X | Large Value |
| FDEQX | Fidelity Disciplined Equity | Owns companies we recommend for divestment | 4 | 6 | 10 | 8 | X | Large Growth |
| FDEKX | Fidelity Disciplined Equity K | Owns companies we recommend for divestment | 4 | 6 | 10 | 8 | X | Large Growth |
| FDIVX | Fidelity Diversified International | Owns companies we recommend for divestment | 4 | 2 | 6 | 5 | X | Foreign Large Growth |
| FDIKX | Fidelity Diversified International K | Owns companies we recommend for divestment | 4 | 2 | 6 | 5 | X | Foreign Large Growth |
| FKIDX | Fidelity Diversified Intl K6 | Owns companies we recommend for divestment | 4 | 2 | 6 | 5 | X | Foreign Large Growth |
| FEAC | Fidelity Enhanced U.S. All-Cap Eq ETF | Owns companies we recommend for divestment | 4 | 14 | 17 | 12 | X | Large Blend |
| FSLEX | Fidelity Environment & Alternative Engy | Owns companies we recommend for divestment | 4 | 1 | 5 | 2 | V | Industrials |
| FFAAX | Franklin Global Allocation Adv | Owns companies we recommend for divestment | 4 | 7 | 18 | 6 | X | Global Allocation |
| FFARX | Franklin Global Allocation R | Owns companies we recommend for divestment | 4 | 7 | 18 | 6 | X | Global Allocation |
| FMCWX | Fidelity Advisor Mid-Cap Stock Z | Owns companies we recommend for divestment | 4 | 3 | 4 | 5 | X | Mid-Cap Blend |
| HRINX | Harbor International Administrative | Owns companies we recommend for divestment | 4 | 1 | 7 | 2 | X | Foreign Large Blend |
| GGEYX | GuideStone Funds Growth Equity Instl | Owns companies we recommend for divestment | 4 | 11 | 12 | 10 | X | Large Growth |
| GGEZX | GuideStone Funds Growth Equity Investor | Owns companies we recommend for divestment | 4 | 11 | 12 | 10 | X | Large Growth |
| GMEYX | GuideStone Funds Impact Equity Instl | Owns companies we recommend for divestment | 4 | 11 | 14 | 9 | V | Global Large-Stock Growth |
| GMEZX | GuideStone Funds Impact Equity Inv | Owns companies we recommend for divestment | 4 | 11 | 14 | 9 | V | Global Large-Stock Growth |
| GVEYX | GuideStone Funds Value Equity Instl | Owns companies we recommend for divestment | 4 | 5 | 10 | 6 | X | Large Value |
| GVEZX | GuideStone Funds Value Equity Investor | Owns companies we recommend for divestment | 4 | 5 | 10 | 6 | 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 |
| HAPY | Harbor Human Capital Factor Uncons ETF | Owns companies we recommend for divestment | 4 | 4 | 7 | 6 | X | Mid-Cap Growth |
| HAINX | Harbor International Institutional | Owns companies we recommend for divestment | 4 | 1 | 7 | 2 | X | Foreign Large Blend |
| GSVSX | Goldman Sachs Large Cap Value Svc | Owns companies we recommend for divestment | 4 | 5 | 7 | 5 | X | Large Value |
| 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 |
| HDVAX | Hartford International Equity A | Owns companies we recommend for divestment | 4 | 3 | 7 | 5 | X | Foreign Large Blend |
| HDVCX | Hartford International Equity C | Owns companies we recommend for divestment | 4 | 3 | 7 | 5 | X | Foreign Large Blend |
| HDVFX | Hartford International Equity F | Owns companies we recommend for divestment | 4 | 3 | 7 | 5 | X | Foreign Large Blend |
| HDVIX | Hartford International Equity I | Owns companies we recommend for divestment | 4 | 3 | 7 | 5 | X | Foreign Large Blend |
| HDVRX | Hartford International Equity R3 | Owns companies we recommend for divestment | 4 | 3 | 7 | 5 | X | Foreign Large Blend |
| HDVSX | Hartford International Equity R4 | Owns companies we recommend for divestment | 4 | 3 | 7 | 5 | X | Foreign Large Blend |
| GVMCX | Government Street Opportunities | Owns companies we recommend for divestment | 4 | 2 | 4 | 4 | X | Mid-Cap Blend |
| GSVUX | Goldman Sachs Large Cap Value R6 | Owns companies we recommend for divestment | 4 | 5 | 7 | 5 | X | Large Value |
| FFAQX | Franklin Global Allocation R6 | Owns companies we recommend for divestment | 4 | 7 | 18 | 6 | X | Global Allocation |
| GQLVX | Glenmede Disciplined US Value Eq Ptf | Owns companies we recommend for divestment | 4 | 7 | 8 | 3 | X | Large Value |
| FCENX | Franklin International Core Equity Adv | Owns companies we recommend for divestment | 4 | 3 | 12 | 3 | X | Foreign Large Blend |
| FRDPX | Franklin Rising Dividends A | Owns companies we recommend for divestment | 4 | 4 | 6 | 4 | X | Large Blend |
| FRDAX | Franklin Rising Dividends Adv | Owns companies we recommend for divestment | 4 | 4 | 6 | 4 | X | Large Blend |
| FRDTX | Franklin Rising Dividends C | Owns companies we recommend for divestment | 4 | 4 | 6 | 4 | X | Large Blend |
| FRDRX | Franklin Rising Dividends R | Owns companies we recommend for divestment | 4 | 4 | 6 | 4 | X | Large Blend |
| FRISX | Franklin Rising Dividends R6 | Owns companies we recommend for divestment | 4 | 4 | 6 | 4 | X | Large Blend |
| LMUSX | Franklin U.S. Large Cap Equity FI | Owns companies we recommend for divestment | 4 | 12 | 14 | 9 | X | Large Blend |
| LMTIX | Franklin U.S. Large Cap Equity I | Owns companies we recommend for divestment | 4 | 12 | 14 | 9 | X | Large Blend |
| LMISX | Franklin U.S. Large Cap Equity IS | Owns companies we recommend for divestment | 4 | 12 | 14 | 9 | X | Large Blend |
| FLQS | Franklin US Small Cap Mltfctr Idx ETF | Owns companies we recommend for divestment | 4 | 5 | 5 | 4 | X | Small Blend |
| KNG | FT Cboe Vest S&P 500® Dv Ast Tgt Inc ETF | Owns companies we recommend for divestment | 4 | 5 | 6 | 1 | X | Derivative Income |
| ROBT | FT Nasdaq Artfcl Intllgnc and Rbtc ETF | Owns companies we recommend for divestment | 4 | 4 | 12 | 7 | X | Technology |
| AIQ | Global X Artfcl Intlgc & Tech ETF | Owns companies we recommend for divestment | 4 | 4 | 11 | 8 | X | Technology |
| GSVRX | Goldman Sachs Large Cap Value R | Owns companies we recommend for divestment | 4 | 5 | 7 | 5 | X | Large Value |
| QDIV | Global X S&P 500® Quality Dividend ETF | Owns companies we recommend for divestment | 4 | 5 | 6 | 3 | X | Large Value |
| PPAEX | GMO U.S. Opportunistic Value I | Owns companies we recommend for divestment | 4 | 11 | 16 | 6 | X | Large Value |
| PPADX | GMO U.S. Opportunistic Value III | Owns companies we recommend for divestment | 4 | 11 | 16 | 6 | X | Large Value |
| GUSOX | GMO U.S. Opportunistic Value IV | Owns companies we recommend for divestment | 4 | 11 | 16 | 6 | X | Large Value |
| PPAJX | GMO U.S. Opportunistic Value R6 | Owns companies we recommend for divestment | 4 | 11 | 16 | 6 | X | Large Value |
| UUOAX | GMO U.S. Opportunistic Value Vi | Owns companies we recommend for divestment | 4 | 11 | 16 | 6 | X | Large Value |
| GMOV | GMO U.S. Value ETF | Owns companies we recommend for divestment | 4 | 11 | 13 | 7 | X | Large Value |
| GSLAX | Goldman Sachs Large Cap Value A | Owns companies we recommend for divestment | 4 | 5 | 7 | 5 | X | Large Value |
| GSVCX | Goldman Sachs Large Cap Value C | Owns companies we recommend for divestment | 4 | 5 | 7 | 5 | X | Large Value |
| GSLIX | Goldman Sachs Large Cap Value Instl | Owns companies we recommend for divestment | 4 | 5 | 7 | 5 | X | Large Value |
| GSVTX | Goldman Sachs Large Cap Value Inv | Owns companies we recommend for divestment | 4 | 5 | 7 | 5 | X | Large Value |
| GMYPX | Goldman Sachs Large Cap Value P | Owns companies we recommend for divestment | 4 | 5 | 7 | 5 | X | Large Value |
| FCAGX | Fidelity Advisor Small Cap Growth A | Owns companies we recommend for divestment | 4 | 3 | 4 | 5 | X | Small Growth |
| FMCJX | Fidelity Advisor Mid-Cap Stock M | Owns companies we recommend for divestment | 4 | 3 | 4 | 5 | X | Mid-Cap Blend |
| AFNIX | Bahl & Gaynor Income Growth I | Owns companies we recommend for divestment | 4 | 2 | 8 | 4 | X | Large Value |
| LMLSX | ClearBridge Large Cap Value IS | Owns companies we recommend for divestment | 4 | 4 | 8 | 6 | X | Large Value |
| LYLD | Cambria LargeCap Shareholder Yield ETF | Owns companies we recommend for divestment | 4 | 3 | 5 | 4 | X | Large Value |
| CGBL | Capital Group Core Balanced ETF | Owns companies we recommend for divestment | 4 | 3 | 9 | 6 | X | Moderate Allocation |
| CGDG | Capital Group Dividend Growers ETF | Owns companies we recommend for divestment | 4 | 1 | 5 | 5 | X | Global Large-Stock Blend |
| CSMEX | Carillon Scout Mid Cap A | Owns companies we recommend for divestment | 4 | 2 | 2 | 5 | X | Mid-Cap Blend |
| CSMFX | Carillon Scout Mid Cap C | Owns companies we recommend for divestment | 4 | 2 | 2 | 5 | X | Mid-Cap 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 |
| LCLIX | ClearBridge Large Cap Value 1 | Owns companies we recommend for divestment | 4 | 4 | 8 | 6 | X | Large Value |
| SINAX | ClearBridge Large Cap Value A | Owns companies we recommend for divestment | 4 | 4 | 8 | 6 | X | Large Value |
| SINOX | ClearBridge Large Cap Value C | Owns companies we recommend for divestment | 4 | 4 | 8 | 6 | X | Large Value |
| SAIFX | ClearBridge Large Cap Value I | Owns companies we recommend for divestment | 4 | 4 | 8 | 6 | X | Large Value |
| LCBVX | ClearBridge Large Cap Value R | Owns companies we recommend for divestment | 4 | 4 | 8 | 6 | X | Large Value |
| Calamos® Growth & Income | Owns companies we recommend for divestment | 4 | 8 | 13 | 6 | X | Moderately Aggressive Allocation |
| AQEAX | Columbia Disciplined Core A | Owns companies we recommend for divestment | 4 | 4 | 12 | 5 | X | Large Blend |
| RDCEX | Columbia Disciplined Core C | Owns companies we recommend for divestment | 4 | 4 | 12 | 5 | X | Large Blend |
| CCRZX | Columbia Disciplined Core Inst | Owns companies we recommend for divestment | 4 | 4 | 12 | 5 | X | Large Blend |
| RSIPX | Columbia Disciplined Core Inst2 | Owns companies we recommend for divestment | 4 | 4 | 12 | 5 | X | Large Blend |
| CCQYX | Columbia Disciplined Core Inst3 | Owns companies we recommend for divestment | 4 | 4 | 12 | 5 | X | Large Blend |
| NMIAX | Columbia Large Cap Enhanced Core A | Owns companies we recommend for divestment | 4 | 7 | 13 | 6 | X | Large Blend |
| NMIMX | Columbia Large Cap Enhanced Core Inst | Owns companies we recommend for divestment | 4 | 7 | 13 | 6 | X | Large Blend |
| CECYX | Columbia Large Cap Enhanced Core Inst3 | Owns companies we recommend for divestment | 4 | 7 | 13 | 6 | X | Large Blend |
| CCERX | Columbia Large Cap Enhanced Core R | Owns companies we recommend for divestment | 4 | 7 | 13 | 6 | X | Large Blend |
| NMIDX | Columbia Large Cap Enhanced Core S | Owns companies we recommend for divestment | 4 | 7 | 13 | 6 | X | Large Blend |
| SLVAX | Columbia Select Large Cap Value A | Owns companies we recommend for divestment | 4 | 1 | 6 | 2 | X | Large Value |
| SVLCX | Columbia Select Large Cap Value C | Owns companies we recommend for divestment | 4 | 1 | 6 | 2 | X | Large Value |
| CVSE | Calvert US Select Equity ETF | Owns companies we recommend for divestment | 4 | 6 | 11 | 7 | V | Large Blend |
| CGIOX | Calamos Growth and Income R6 | Owns companies we recommend for divestment | 4 | 8 | 13 | 6 | X | Moderately Aggressive Allocation |
| SLVIX | Columbia Select Large Cap Value Inst2 | Owns companies we recommend for divestment | 4 | 1 | 6 | 2 | X | Large Value |
| DNLRX | BNY Mellon Active MidCap I | Owns companies we recommend for divestment | 4 | 6 | 2 | 6 | X | Mid-Cap Blend |
| BVPIX | Baywood ValuePlus Institutional | Owns companies we recommend for divestment | 4 | 3 | 5 | 3 | X | Large Value |
| BVEIX | Becker Value Equity Institutional | Owns companies we recommend for divestment | 4 | 5 | 11 | 6 | X | Large Value |
| BVEFX | Becker Value Equity Retail | Owns companies we recommend for divestment | 4 | 5 | 11 | 6 | X | Large Value |
| BDSIX | BlackRock Advantage Small Cap Core Instl | Owns companies we recommend for divestment | 4 | 4 | 6 | 8 | X | Small Blend |
| BDSAX | BlackRock Advantage Small Cap Core Inv A | Owns companies we recommend for divestment | 4 | 4 | 6 | 8 | X | Small Blend |
| BDSCX | BlackRock Advantage Small Cap Core Inv C | Owns companies we recommend for divestment | 4 | 4 | 6 | 8 | X | Small Blend |
| BDSKX | BlackRock Advantage Small Cap Core K | Owns companies we recommend for divestment | 4 | 4 | 6 | 8 | X | Small Blend |
| BIEEX | BlackRock GA Dynamic Eq Instl | Owns companies we recommend for divestment | 4 | 5 | 9 | 5 | X | Global Large-Stock Blend |
| BGEEX | BlackRock GA Dynamic Eq K | Owns companies we recommend for divestment | 4 | 5 | 9 | 5 | X | Global Large-Stock Blend |
| DNLDX | BNY Mellon Active MidCap A | Owns companies we recommend for divestment | 4 | 6 | 2 | 6 | X | Mid-Cap Blend |
| DNLCX | BNY Mellon Active MidCap C | Owns companies we recommend for divestment | 4 | 6 | 2 | 6 | X | Mid-Cap Blend |
| DNLYX | BNY Mellon Active MidCap Y | Owns companies we recommend for divestment | 4 | 6 | 2 | 6 | X | Mid-Cap Blend |
| CGIIX | Calamos Growth & Income I | Owns companies we recommend for divestment | 4 | 8 | 13 | 6 | X | Moderately Aggressive Allocation |
| DISIX | BNY Mellon Small Cap Stock Index I | Owns companies we recommend for divestment | 4 | 4 | 6 | 6 | X | Small Blend |
| DISSX | BNY Mellon Small Cap Stock Index Inv | Owns companies we recommend for divestment | 4 | 4 | 6 | 6 | X | Small Blend |
| BPGIX | Boston Partners Global Equity Instl | Owns companies we recommend for divestment | 4 | 3 | 4 | 4 | X | Global Large-Stock Value |
| BAMV | Brookstone Value Stock ETF | Owns companies we recommend for divestment | 4 | 2 | 7 | 4 | X | Large Value |
| 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 |
| CADVX | Calamos Dividend Growth A | Owns companies we recommend for divestment | 4 | 9 | 14 | 6 | X | Large Blend |
| CCDVX | Calamos Dividend Growth C | Owns companies we recommend for divestment | 4 | 9 | 14 | 6 | X | Large Blend |
| CIDVX | Calamos Dividend Growth I | Owns companies we recommend for divestment | 4 | 9 | 14 | 6 | X | Large Blend |
| CVTRX | Calamos Growth & Income A | Owns companies we recommend for divestment | 4 | 8 | 13 | 6 | X | Moderately Aggressive Allocation |
| CVTCX | Calamos Growth & Income C | Owns companies we recommend for divestment | 4 | 8 | 13 | 6 | X | Moderately Aggressive Allocation |
| CSVZX | Columbia Select Large Cap Value Inst | Owns companies we recommend for divestment | 4 | 1 | 6 | 2 | X | Large Value |
| CSRYX | Columbia Select Large Cap Value Inst3 | Owns companies we recommend for divestment | 4 | 1 | 6 | 2 | X | Large Value |
| FMCQX | Fidelity Advisor Mid-Cap Stock I | Owns companies we recommend for divestment | 4 | 3 | 4 | 5 | X | Mid-Cap Blend |
| FADIX | Fidelity Advisor Diversified Intl M | Owns companies we recommend for divestment | 4 | 2 | 6 | 5 | X | Foreign Large Growth |
| KAUCX | Federated Hermes Kaufmann C | Owns companies we recommend for divestment | 4 | 5 | 8 | 6 | X | Mid-Cap Growth |
| KAUIX | Federated Hermes Kaufmann IS | Owns companies we recommend for divestment | 4 | 5 | 8 | 6 | X | Mid-Cap Growth |
| KAUFX | Federated Hermes Kaufmann R | Owns companies we recommend for divestment | 4 | 5 | 8 | 6 | X | Mid-Cap Growth |
| FBCCX | Fidelity Advisor Blue Chip Growth A | Owns companies we recommend for divestment | 4 | 9 | 14 | 6 | X | Large Growth |
| FBCHX | Fidelity Advisor Blue Chip Growth C | Owns companies we recommend for divestment | 4 | 9 | 14 | 6 | X | Large Growth |
| FBCJX | Fidelity Advisor Blue Chip Growth I | Owns companies we recommend for divestment | 4 | 9 | 14 | 6 | X | Large Growth |
| FBCEX | Fidelity Advisor Blue Chip Growth M | Owns companies we recommend for divestment | 4 | 9 | 14 | 6 | X | Large Growth |
| FBCKX | Fidelity Advisor Blue Chip Growth Z | Owns companies we recommend for divestment | 4 | 9 | 14 | 6 | X | Large Growth |
| FDVAX | Fidelity Advisor Diversified Intl A | Owns companies we recommend for divestment | 4 | 2 | 6 | 5 | X | Foreign Large Growth |
| FADCX | Fidelity Advisor Diversified Intl C | Owns companies we recommend for divestment | 4 | 2 | 6 | 5 | X | Foreign Large Growth |
| FDVIX | Fidelity Advisor Diversified Intl I | Owns companies we recommend for divestment | 4 | 2 | 6 | 5 | X | Foreign Large Growth |
| FZABX | Fidelity Advisor Diversified Intl Z | Owns companies we recommend for divestment | 4 | 2 | 6 | 5 | X | Foreign Large Growth |
| MXNSX | Empower S&P SmallCap 600® Index L | Owns companies we recommend for divestment | 4 | 4 | 6 | 6 | X | Small Blend |
| FAVAX | Fidelity Advisor Equity Value A | Owns companies we recommend for divestment | 4 | 6 | 9 | 6 | X | Large Value |
| FAVCX | Fidelity Advisor Equity Value C | Owns companies we recommend for divestment | 4 | 6 | 9 | 6 | X | Large Value |
| FAIVX | Fidelity Advisor Equity Value I | Owns companies we recommend for divestment | 4 | 6 | 9 | 6 | X | Large Value |
| FAVTX | Fidelity Advisor Equity Value M | Owns companies we recommend for divestment | 4 | 6 | 9 | 6 | X | Large Value |
| FAEVX | Fidelity Advisor Equity Value Z | Owns companies we recommend for divestment | 4 | 6 | 9 | 6 | X | Large Value |
| FGSFX | Fidelity Advisor Growth Strategies A | Owns companies we recommend for divestment | 4 | 4 | 5 | 5 | X | Mid-Cap Growth |
| FGSHX | Fidelity Advisor Growth Strategies C | Owns companies we recommend for divestment | 4 | 4 | 5 | 5 | X | Mid-Cap Growth |
| FGSJX | Fidelity Advisor Growth Strategies I | Owns companies we recommend for divestment | 4 | 4 | 5 | 5 | X | Mid-Cap Growth |
| FGSGX | Fidelity Advisor Growth Strategies M | Owns companies we recommend for divestment | 4 | 4 | 5 | 5 | X | Mid-Cap Growth |
| FGSLX | Fidelity Advisor Growth Strategies Z | Owns companies we recommend for divestment | 4 | 4 | 5 | 5 | X | Mid-Cap Growth |
| FMCHX | Fidelity Advisor Mid-Cap Stock A | Owns companies we recommend for divestment | 4 | 3 | 4 | 5 | X | Mid-Cap Blend |
| FMCNX | Fidelity Advisor Mid-Cap Stock C | Owns companies we recommend for divestment | 4 | 3 | 4 | 5 | X | Mid-Cap Blend |
| KAUAX | Federated Hermes Kaufmann A | Owns companies we recommend for divestment | 4 | 5 | 8 | 6 | X | Mid-Cap Growth |
| MXISX | Empower S&P SmallCap 600® Index Inv | Owns companies we recommend for divestment | 4 | 4 | 6 | 6 | X | Small Blend |
| SLVRX | Columbia Select Large Cap Value R | Owns companies we recommend for divestment | 4 | 1 | 6 | 2 | X | Large Value |
| DSTL | Distillate US Fdmtl Stblty & Val ETF | Owns companies we recommend for divestment | 4 | 2 | 8 | 5 | X | Large Value |
| CSVGX | Columbia Select Large Cap Value S | Owns companies we recommend for divestment | 4 | 1 | 6 | 2 | X | Large Value |
| NMSAX | Columbia Small Cap Index A | Owns companies we recommend for divestment | 4 | 4 | 6 | 6 | X | Small Blend |
| NMSCX | Columbia Small Cap Index Inst | Owns companies we recommend for divestment | 4 | 4 | 6 | 6 | X | Small Blend |
| CXXRX | Columbia Small Cap Index Inst2 | Owns companies we recommend for divestment | 4 | 4 | 6 | 6 | X | Small Blend |
| CSPYX | Columbia Small Cap Index Inst3 | Owns companies we recommend for divestment | 4 | 4 | 6 | 6 | X | Small Blend |
| CFSSX | Column Small Cap Select | Owns companies we recommend for divestment | 4 | 2 | 4 | 5 | X | Small Blend |
| CNGLX | Commonwealth Global | Owns companies we recommend for divestment | 4 | 3 | 7 | 4 | X | Global Large-Stock 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 |
| DIVHX | Cutler Equity Fund | Owns companies we recommend for divestment | 4 | 4 | 6 | 2 | X | Large Value |
| DFSV | Dimensional US Small Cap Value ETF | Owns companies we recommend for divestment | 4 | 9 | 9 | 8 | X | Small Value |
| PWDAX | Donoghue Forlines Dividend A | Owns companies we recommend for divestment | 4 | 3 | 4 | 4 | X | Tactical Allocation |
| MXERX | Empower S&P SmallCap 600® Index Instl | Owns companies we recommend for divestment | 4 | 4 | 6 | 6 | X | Small Blend |
| PWDCX | Donoghue Forlines Dividend C | Owns companies we recommend for divestment | 4 | 3 | 4 | 4 | X | Tactical Allocation |
| PWDIX | Donoghue Forlines Dividend I | Owns companies we recommend for divestment | 4 | 3 | 4 | 4 | X | Tactical Allocation |
| DASVX | Dunham Small Cap Value A | Owns companies we recommend for divestment | 4 | 1 | 3 | 2 | X | Small Value |
| DCSVX | Dunham Small Cap Value C | Owns companies we recommend for divestment | 4 | 1 | 3 | 2 | X | Small Value |
| DNSVX | Dunham Small Cap Value N | Owns companies we recommend for divestment | 4 | 1 | 3 | 2 | X | Small Value |
| KDHAX | DWS CROCI Equity Dividend A | Owns companies we recommend for divestment | 4 | 4 | 5 | 3 | X | Large Value |
| KDHCX | DWS CROCI Equity Dividend C | Owns companies we recommend for divestment | 4 | 4 | 5 | 3 | X | Large Value |
| KDHIX | DWS CROCI Equity Dividend Inst | Owns companies we recommend for divestment | 4 | 4 | 5 | 3 | X | Large Value |
| KDHSX | DWS CROCI Equity Dividend S | Owns companies we recommend for divestment | 4 | 4 | 5 | 3 | X | Large Value |
| EVTMX | Eaton Vance Dividend Builder A | Owns companies we recommend for divestment | 4 | 4 | 7 | 4 | X | Large Value |
| ECTMX | Eaton Vance Dividend Builder C | Owns companies we recommend for divestment | 4 | 4 | 7 | 4 | X | Large Value |
| EIUTX | Eaton Vance Dividend Builder I | Owns companies we recommend for divestment | 4 | 4 | 7 | 4 | X | Large Value |
| MALRX | BlackRock Advantage Large Cap Core Instl | Owns companies we recommend for divestment | 5 | 9 | 12 | 9 | X | Large Blend |
| MCLRX | BlackRock Advantage Large Cap Core Inv C | Owns companies we recommend for divestment | 5 | 9 | 12 | 9 | X | Large Blend |
| STXK | Strive Small-Cap ETF | Owns companies we recommend for divestment | 3 | 5 | 6 | 6 | X | Small Blend |
| GIEZX | GuideStone Funds International Eq Inv | Owns companies we recommend for divestment | 6 | 2 | 19 | 6 | X | Foreign Large Blend |
| GSSQX | Goldman Sachs US Equity Insights A | Owns companies we recommend for divestment | 6 | 6 | 17 | 9 | X | Large Blend |
| GSUSX | Goldman Sachs US Equity Insights C | Owns companies we recommend for divestment | 6 | 6 | 17 | 9 | X | Large Blend |
| GSELX | Goldman Sachs US Equity Insights Instl | Owns companies we recommend for divestment | 6 | 6 | 17 | 9 | X | Large Blend |
| GSUTX | Goldman Sachs US Equity Insights Inv | Owns companies we recommend for divestment | 6 | 6 | 17 | 9 | X | Large Blend |
| GSEPX | Goldman Sachs US Equity Insights P | Owns companies we recommend for divestment | 6 | 6 | 17 | 9 | X | Large Blend |
| GSURX | Goldman Sachs US Equity Insights R | Owns companies we recommend for divestment | 6 | 6 | 17 | 9 | X | Large Blend |
| GSEUX | Goldman Sachs US Equity Insights R6 | Owns companies we recommend for divestment | 6 | 6 | 17 | 9 | X | Large Blend |
| GSESX | Goldman Sachs US Equity Insights Svc | Owns companies we recommend for divestment | 6 | 6 | 17 | 9 | X | Large Blend |
| GCEQX | Green Century Equity Individual Investor | Owns companies we recommend for divestment | 6 | 15 | 17 | 11 | V | Large Blend |
| GCEUX | Green Century Equity Institutional | Owns companies we recommend for divestment | 6 | 15 | 17 | 11 | V | Large Blend |
| GIEYX | GuideStone Funds International Eq Instl | Owns companies we recommend for divestment | 6 | 2 | 19 | 6 | X | Foreign Large Blend |
| EBIT | Harbor AlphaEdge Small Cap Earners ETF | Owns companies we recommend for divestment | 6 | 5 | 6 | 5 | X | Small Value |
| GEICX | Gabelli Equity Income C | Owns companies we recommend for divestment | 6 | 4 | 16 | 3 | X | Large Value |
| WOMN | Impact Shares YWCA Women's Empwrmt ETF | Owns companies we recommend for divestment | 6 | 14 | 17 | 11 | V | Large Blend |
| ICAP | Infrastructure Capital Equity Income ETF | Owns companies we recommend for divestment | 6 | 2 | 10 | 4 | X | Mid-Cap Value |
| BMVP | Invesco Bloomberg MVP Multi-factor ETF | Owns companies we recommend for divestment | 6 | 4 | 7 | 4 | X | Mid-Cap Blend |
| PKW | Invesco BuyBack Achievers ETF | Owns companies we recommend for divestment | 6 | 4 | 11 | 4 | X | Mid-Cap Value |
| OMFS | Invesco Russell 2000® Dynamic Mltfct ETF | Owns companies we recommend for divestment | 6 | 4 | 6 | 7 | X | Small Blend |
| SPMO | Invesco S&P 500® Momentum ETF | Owns companies we recommend for divestment | 6 | 6 | 8 | 6 | X | Large Blend |
| DMXF | iShares ESG Advanced MSCI EAFE ETF | Owns companies we recommend for divestment | 6 | 3 | 11 | 5 | V | Foreign Large Blend |
| ESML | iShares ESG Aware MSCI USA Small-Cap ETF | Owns companies we recommend for divestment | 6 | 8 | 10 | 9 | V | Small Blend |
| IEV | iShares Europe ETF | Owns companies we recommend for divestment | 6 | 5 | 15 | 6 | X | Europe Stock |
| IOO | iShares Global 100 ETF | Owns companies we recommend for divestment | 6 | 9 | 21 | 10 | X | Global Large-Stock Blend |
| INTF | iShares International Equity Factor ETF | Owns companies we recommend for divestment | 6 | 5 | 12 | 4 | X | Foreign Large Blend |
| IMCG | iShares Morningstar Mid-Cap Growth ETF | Owns companies we recommend for divestment | 6 | 3 | 6 | 8 | X | Mid-Cap Growth |
| GCIEX | Gabelli Equity Income I | Owns companies we recommend for divestment | 6 | 4 | 16 | 3 | X | Large Value |
| GABEX | Gabelli Equity Income AAA | Owns companies we recommend for divestment | 6 | 4 | 16 | 3 | X | Large Value |
| IMTM | iShares MSCI Intl Momentum Factor ETF | Owns companies we recommend for divestment | 6 | 3 | 10 | 3 | X | Foreign Large Blend |
| FNDMX | Fidelity Series Sust Non-US Dev Mrkt Fd | Owns companies we recommend for divestment | 6 | 4 | 13 | 10 | V | Foreign Large Blend |
| FELG | Fidelity Enhanced Large Cap Growth ETF | Owns companies we recommend for divestment | 6 | 8 | 14 | 11 | X | Large Growth |
| FEQIX | Fidelity Equity-Income | Owns companies we recommend for divestment | 6 | 7 | 12 | 7 | X | Large Value |
| FEIKX | Fidelity Equity-Income K | Owns companies we recommend for divestment | 6 | 7 | 12 | 7 | X | Large Value |
| FEKFX | Fidelity Equity-Income K6 | Owns companies we recommend for divestment | 6 | 7 | 12 | 7 | X | Large Value |
| FGILX | Fidelity Global Equity Income | Owns companies we recommend for divestment | 6 | 8 | 14 | 9 | X | Global Large-Stock Blend |
| FLCSX | Fidelity Large Cap Stock | Owns companies we recommend for divestment | 6 | 7 | 17 | 8 | X | Large Blend |
| FCLKX | Fidelity Large Cap Stock K6 | Owns companies we recommend for divestment | 6 | 7 | 17 | 8 | X | Large Blend |
| FDMO | Fidelity Momentum Factor ETF | Owns companies we recommend for divestment | 6 | 10 | 14 | 9 | X | Large Growth |
| FZFLX | Fidelity SAI Small-Mid Cap 500 Index | Owns companies we recommend for divestment | 6 | 7 | 7 | 10 | X | Mid-Cap Blend |
| FIDJX | Fidelity SAI Sustainable Sector Fund | Owns companies we recommend for divestment | 6 | 10 | 16 | 10 | V | Large Blend |
| FGLGX | Fidelity Series Large Cap Stock | Owns companies we recommend for divestment | 6 | 7 | 17 | 8 | X | Large Blend |
| FULVX | Fidelity U.S. Low Volatility Equity | Owns companies we recommend for divestment | 6 | 9 | 11 | 9 | X | Large Blend |
| GCAEX | Gabelli Equity Income A | Owns companies we recommend for divestment | 6 | 4 | 16 | 3 | X | Large Value |
| First American Multi-Manager IntlEqInstl | Owns companies we recommend for divestment | 6 | 1 | 12 | 3 | X | Foreign Large Blend |
| KNGZ | FirstTrust S&P500 DvrsDiv AristocratsETF | Owns companies we recommend for divestment | 6 | 3 | 8 | 4 | X | Large Value |
| QDEF | FlexShares Quality Dividend Defensv ETF | Owns companies we recommend for divestment | 6 | 11 | 10 | 8 | X | Large Value |
| QDF | FlexShares Quality Dividend ETF | Owns companies we recommend for divestment | 6 | 8 | 12 | 8 | X | Large Value |
| QLC | FlexShares US Quality Large Cap ETF | Owns companies we recommend for divestment | 6 | 9 | 16 | 10 | X | Large Blend |
| FLEE | Franklin FTSE Europe ETF | Owns companies we recommend for divestment | 6 | 4 | 17 | 6 | X | Europe Stock |
| LMEAX | Franklin International Equity A | Owns companies we recommend for divestment | 6 | 2 | 14 | 3 | X | Foreign Large Blend |
| LMGEX | Franklin International Equity C | Owns companies we recommend for divestment | 6 | 2 | 14 | 3 | X | Foreign Large Blend |
| LGFEX | Franklin International Equity FI | Owns companies we recommend for divestment | 6 | 2 | 14 | 3 | X | Foreign Large Blend |
| LGIEX | Franklin International Equity I | Owns companies we recommend for divestment | 6 | 2 | 14 | 3 | X | Foreign Large Blend |
| LIESX | Franklin International Equity IS | Owns companies we recommend for divestment | 6 | 2 | 14 | 3 | X | Foreign Large Blend |
| LMIRX | Franklin International Equity R | Owns companies we recommend for divestment | 6 | 2 | 14 | 3 | X | Foreign Large Blend |
| EFG | iShares MSCI EAFE Growth ETF | Owns companies we recommend for divestment | 6 | 4 | 11 | 6 | X | Foreign Large Growth |
| PABD | iShares Paris-Aligned ClmMSCIWldExUSAETF | Owns companies we recommend for divestment | 6 | 7 | 16 | 7 | V | Foreign Large Blend |
| FDGFX | Fidelity Dividend Growth | Owns companies we recommend for divestment | 6 | 3 | 13 | 7 | X | Large Blend |
| HLIEX | JPMorgan Equity Income I | Owns companies we recommend for divestment | 6 | 4 | 10 | 5 | X | Large Value |
| JNL/Morningstar U.S. Sust Idx A | Owns companies we recommend for divestment | 6 | 11 | 12 | 11 | V | Large Blend |
| JNL/Morningstar U.S. Sust Idx I | Owns companies we recommend for divestment | 6 | 11 | 12 | 11 | V | Large Blend |
| JNL/T. Rowe Price Value A | Owns companies we recommend for divestment | 6 | 4 | 9 | 4 | X | Large Value |
| JNL/T. Rowe Price Value I | Owns companies we recommend for divestment | 6 | 4 | 9 | 4 | X | Large Value |
| JNL/WMC Equity Income A | Owns companies we recommend for divestment | 6 | 3 | 8 | 5 | X | Large Value |
| JNL/WMC Equity Income I | Owns companies we recommend for divestment | 6 | 3 | 8 | 5 | X | Large Value |
| BBEU | JPMorgan BetaBuilders Europe ETF | Owns companies we recommend for divestment | 6 | 5 | 14 | 6 | X | Europe Stock |
| JPME | JPMorgan Divers Ret US Mid Cp Eq ETF | Owns companies we recommend for divestment | 6 | 8 | 3 | 7 | X | Mid-Cap Blend |
| JPSE | JPMorgan Divers Ret US Small Cap Eq ETF | Owns companies we recommend for divestment | 6 | 5 | 3 | 5 | X | Small Blend |
| OIEIX | JPMorgan Equity Income A | Owns companies we recommend for divestment | 6 | 4 | 10 | 5 | X | Large Value |
| OINCX | JPMorgan Equity Income C | Owns companies we recommend for divestment | 6 | 4 | 10 | 5 | X | Large Value |
| OIEFX | JPMorgan Equity Income R2 | Owns companies we recommend for divestment | 6 | 4 | 10 | 5 | X | Large Value |
| JNL/Mellon Infor Tech Sect A | Owns companies we recommend for divestment | 6 | 2 | 10 | 9 | X | Technology |
| OIEPX | JPMorgan Equity Income R3 | Owns companies we recommend for divestment | 6 | 4 | 10 | 5 | X | Large Value |
| OIEQX | JPMorgan Equity Income R4 | Owns companies we recommend for divestment | 6 | 4 | 10 | 5 | X | Large Value |
| OIERX | JPMorgan Equity Income R5 | Owns companies we recommend for divestment | 6 | 4 | 10 | 5 | X | Large Value |
| OIEJX | JPMorgan Equity Income R6 | Owns companies we recommend for divestment | 6 | 4 | 10 | 5 | X | Large Value |
| JEPAX | JPMorgan Equity Premium Income A | Owns companies we recommend for divestment | 6 | 10 | 13 | 10 | X | Derivative Income |
| JEPCX | JPMorgan Equity Premium Income C | Owns companies we recommend for divestment | 6 | 10 | 13 | 10 | X | Derivative Income |
| JEPI | JPMorgan Equity Premium Income ETF | Owns companies we recommend for divestment | 6 | 10 | 13 | 10 | X | Derivative Income |
| JEPIX | JPMorgan Equity Premium Income I | Owns companies we recommend for divestment | 6 | 10 | 13 | 10 | X | Derivative Income |
| JEPSX | JPMorgan Equity Premium Income R5 | Owns companies we recommend for divestment | 6 | 10 | 13 | 10 | X | Derivative Income |
| JEPRX | JPMorgan Equity Premium Income R6 | Owns companies we recommend for divestment | 6 | 10 | 13 | 10 | X | Derivative Income |
| JCMAX | JPMorgan Mid Cap Equity A | Owns companies we recommend for divestment | 6 | 3 | 4 | 5 | X | Mid-Cap Blend |
| JMCCX | JPMorgan Mid Cap Equity C | Owns companies we recommend for divestment | 6 | 3 | 4 | 5 | X | Mid-Cap Blend |
| JNL/Mellon Infor Tech Sect I | Owns companies we recommend for divestment | 6 | 2 | 10 | 9 | X | Technology |
| JCAVX | JHFunds2 Capital Appreciation Value NAV | Owns companies we recommend for divestment | 6 | 6 | 10 | 10 | X | Moderate Allocation |
| SMMD | iShares Russell 2500 ETF | Owns companies we recommend for divestment | 6 | 7 | 7 | 10 | X | Small Blend |
| JVMAX | JHancock Disciplined Value Mid Cap A | Owns companies we recommend for divestment | 6 | 0 | 6 | 6 | X | Mid-Cap Value |
| IWY | iShares Russell Top 200 Growth ETF | Owns companies we recommend for divestment | 6 | 9 | 16 | 7 | X | Large Growth |
| DVY | iShares Select Dividend ETF | Owns companies we recommend for divestment | 6 | 8 | 7 | 6 | X | Large Value |
| GLRIX | James Balanced: Golden Rainbow Instl | Owns companies we recommend for divestment | 6 | 7 | 12 | 9 | X | Moderately Conservative Allocation |
| GLRBX | James Balanced: Golden Rainbow R | Owns companies we recommend for divestment | 6 | 7 | 12 | 9 | X | Moderately Conservative Allocation |
| JDNAX | Janus Henderson Growth And Income A | Owns companies we recommend for divestment | 6 | 4 | 10 | 7 | X | Large Blend |
| JGICX | Janus Henderson Growth And Income C | Owns companies we recommend for divestment | 6 | 4 | 10 | 7 | X | Large Blend |
| JNGIX | Janus Henderson Growth And Income D | Owns companies we recommend for divestment | 6 | 4 | 10 | 7 | X | Large Blend |
| JGINX | Janus Henderson Growth And Income I | Owns companies we recommend for divestment | 6 | 4 | 10 | 7 | X | Large Blend |
| JDNNX | Janus Henderson Growth And Income N | Owns companies we recommend for divestment | 6 | 4 | 10 | 7 | X | Large Blend |
| JDNRX | Janus Henderson Growth And Income R | Owns companies we recommend for divestment | 6 | 4 | 10 | 7 | X | Large Blend |
| JADGX | Janus Henderson Growth And Income S | Owns companies we recommend for divestment | 6 | 4 | 10 | 7 | X | Large Blend |
| JAGIX | Janus Henderson Growth And Income T | Owns companies we recommend for divestment | 6 | 4 | 10 | 7 | X | Large Blend |
| JVMCX | JHancock Disciplined Value Mid Cap C | Owns companies we recommend for divestment | 6 | 0 | 6 | 6 | X | Mid-Cap Value |
| JGRSX | JHancock Global Shareholder Yield R6 | Owns companies we recommend for divestment | 6 | 5 | 13 | 6 | X | Global Large-Stock Value |
| JVMIX | JHancock Disciplined Value Mid Cap I | Owns companies we recommend for divestment | 6 | 0 | 6 | 6 | X | Mid-Cap Value |
| JVMSX | JHancock Disciplined Value Mid Cap R2 | Owns companies we recommend for divestment | 6 | 0 | 6 | 6 | X | Mid-Cap Value |
| JVMTX | JHancock Disciplined Value Mid Cap R4 | Owns companies we recommend for divestment | 6 | 0 | 6 | 6 | X | Mid-Cap Value |
| JVMRX | JHancock Disciplined Value Mid Cap R6 | Owns companies we recommend for divestment | 6 | 0 | 6 | 6 | X | Mid-Cap Value |
| JIEMX | JHancock Equity Income 1 | Owns companies we recommend for divestment | 6 | 6 | 12 | 6 | X | Large Value |
| JHEIX | JHancock Equity Income A | Owns companies we recommend for divestment | 6 | 6 | 12 | 6 | X | Large Value |
| JHERX | JHancock Equity Income C | Owns companies we recommend for divestment | 6 | 6 | 12 | 6 | X | Large Value |
| JHancock Equity Income NAV | Owns companies we recommend for divestment | 6 | 6 | 12 | 6 | X | Large Value |
| JGYAX | JHancock Global Shareholder Yield A | Owns companies we recommend for divestment | 6 | 5 | 13 | 6 | X | Global Large-Stock Value |
| JGYCX | JHancock Global Shareholder Yield C | Owns companies we recommend for divestment | 6 | 5 | 13 | 6 | X | Global Large-Stock Value |
| JGYIX | JHancock Global Shareholder Yield I | Owns companies we recommend for divestment | 6 | 5 | 13 | 6 | X | Global Large-Stock Value |
| JGSRX | JHancock Global Shareholder Yield R2 | Owns companies we recommend for divestment | 6 | 5 | 13 | 6 | X | Global Large-Stock Value |
| FDGKX | Fidelity Dividend Growth K | Owns companies we recommend for divestment | 6 | 3 | 13 | 7 | X | Large Blend |
| FGEKX | Fidelity Advisor® Global EquityInc Z | Owns companies we recommend for divestment | 6 | 8 | 14 | 9 | X | Global Large-Stock Blend |
| JMCEX | JPMorgan Mid Cap Equity R2 | Owns companies we recommend for divestment | 6 | 3 | 4 | 5 | X | Mid-Cap Blend |
| AMPFX | American Funds AMCAP F1 | Owns companies we recommend for divestment | 6 | 8 | 13 | 12 | X | Large Growth |
| USCA | Xtrackers MSCI USA Clmt Actn Eq ETF | Owns companies we recommend for divestment | 5 | 11 | 20 | 15 | V | Large Blend |
| SNPV | Xtrackers S&P 500 Value Scrd & Scrn ETF | Owns companies we recommend for divestment | 5 | 12 | 10 | 6 | V | Large Value |
| DIVD | Altrius Global Dividend ETF | Owns companies we recommend for divestment | 6 | 2 | 11 | 2 | X | Global Large-Stock Value |
| FMMMX | American Funds AMCAP 529-F-2 | Owns companies we recommend for divestment | 6 | 8 | 13 | 12 | X | Large Growth |
| FMCMX | American Funds AMCAP 529-F-3 | Owns companies we recommend for divestment | 6 | 8 | 13 | 12 | X | Large Growth |
| CAFAX | American Funds AMCAP 529A | Owns companies we recommend for divestment | 6 | 8 | 13 | 12 | X | Large Growth |
| CAFCX | American Funds AMCAP 529C | Owns companies we recommend for divestment | 6 | 8 | 13 | 12 | X | Large Growth |
| CAFEX | American Funds AMCAP 529E | Owns companies we recommend for divestment | 6 | 8 | 13 | 12 | X | Large Growth |
| CAFFX | American Funds AMCAP 529F1 | Owns companies we recommend for divestment | 6 | 8 | 13 | 12 | X | Large Growth |
| AMCPX | American Funds AMCAP A | Owns companies we recommend for divestment | 6 | 8 | 13 | 12 | X | Large Growth |
| AMPCX | American Funds AMCAP C | Owns companies we recommend for divestment | 6 | 8 | 13 | 12 | X | Large Growth |
| AMCFX | American Funds AMCAP F2 | Owns companies we recommend for divestment | 6 | 8 | 13 | 12 | X | Large Growth |
| WLCTX | Wilshire International Equity Invmt | Owns companies we recommend for divestment | 5 | 2 | 16 | 4 | X | Foreign Large Blend |
| FMACX | American Funds AMCAP F3 | Owns companies we recommend for divestment | 6 | 8 | 13 | 12 | X | Large Growth |
| RAFAX | American Funds AMCAP R1 | Owns companies we recommend for divestment | 6 | 8 | 13 | 12 | X | Large Growth |
| RAFBX | American Funds AMCAP R2 | Owns companies we recommend for divestment | 6 | 8 | 13 | 12 | X | Large Growth |
| RAEBX | American Funds AMCAP R2E | Owns companies we recommend for divestment | 6 | 8 | 13 | 12 | X | Large Growth |
| RAFCX | American Funds AMCAP R3 | Owns companies we recommend for divestment | 6 | 8 | 13 | 12 | X | Large Growth |
| RAFEX | American Funds AMCAP R4 | Owns companies we recommend for divestment | 6 | 8 | 13 | 12 | X | Large Growth |
| RAFFX | American Funds AMCAP R5 | Owns companies we recommend for divestment | 6 | 8 | 13 | 12 | X | Large Growth |
| RAEFX | American Funds AMCAP R5E | Owns companies we recommend for divestment | 6 | 8 | 13 | 12 | X | Large Growth |
| RAFGX | American Funds AMCAP R6 | Owns companies we recommend for divestment | 6 | 8 | 13 | 12 | X | Large Growth |
| AIMOX | AQR International Momentum Style I | Owns companies we recommend for divestment | 6 | 3 | 13 | 1 | X | Foreign Large Growth |
| AIONX | AQR International Momentum Style N | Owns companies we recommend for divestment | 6 | 3 | 13 | 1 | X | Foreign Large Growth |
| QIORX | AQR International Momentum Style R6 | Owns companies we recommend for divestment | 6 | 3 | 13 | 1 | X | Foreign Large Growth |
| AIVL | WisdomTree US Al Enhanced Val ETF | Owns companies we recommend for divestment | 5 | 2 | 10 | 5 | X | Mid-Cap Value |
| WLTTX | Wilshire International Equity Instl | Owns companies we recommend for divestment | 5 | 2 | 16 | 4 | X | Foreign Large Blend |
| QICNX | AQR International Multi-Style N | Owns companies we recommend for divestment | 6 | 3 | 11 | 2 | X | Foreign Large Value |
| IJSAX | VY® JPMorgan Small Cap Core Equity A | Owns companies we recommend for divestment | 5 | 4 | 5 | 5 | X | Small Blend |
| USIFX | Victory International | Owns companies we recommend for divestment | 5 | 5 | 15 | 5 | X | Foreign Large Blend |
| UIIFX | Victory International Institutional | Owns companies we recommend for divestment | 5 | 5 | 15 | 5 | X | Foreign Large Blend |
| URITX | Victory International R6 | Owns companies we recommend for divestment | 5 | 5 | 15 | 5 | X | Foreign Large Blend |
| VSMV | VictoryShares US Mult-Fctr Mnmm Vltl ETF | Owns companies we recommend for divestment | 5 | 7 | 10 | 7 | X | Large Value |
| JOET | Virtus Terranova US Quality Momentum ETF | Owns companies we recommend for divestment | 5 | 8 | 9 | 8 | X | Large Blend |
| ISBAX | VY® Columbia Contrarian Core A | Owns companies we recommend for divestment | 5 | 7 | 12 | 7 | X | Large Blend |
| ISFIX | VY® Columbia Contrarian Core I | Owns companies we recommend for divestment | 5 | 7 | 12 | 7 | X | Large Blend |
| ISCSX | VY® Columbia Contrarian Core S | Owns companies we recommend for divestment | 5 | 7 | 12 | 7 | X | Large Blend |
| IVKAX | VY® Invesco Comstock A | Owns companies we recommend for divestment | 5 | 5 | 11 | 4 | X | Large Value |
| IVKIX | VY® Invesco Comstock I | Owns companies we recommend for divestment | 5 | 5 | 11 | 4 | X | Large Value |
| IVKSX | VY® Invesco Comstock S | Owns companies we recommend for divestment | 5 | 5 | 11 | 4 | X | Large Value |
| IJSIX | VY® JPMorgan Small Cap Core Equity I | Owns companies we recommend for divestment | 5 | 4 | 5 | 5 | X | Small Blend |
| WMBLX | WesMark Balanced | Owns companies we recommend for divestment | 5 | 4 | 8 | 3 | X | Moderate Allocation |
| VPRSX | VY® JPMorgan Small Cap Core Equity R6 | Owns companies we recommend for divestment | 5 | 4 | 5 | 5 | X | Small Blend |
| IJSSX | VY® JPMorgan Small Cap Core Equity S | Owns companies we recommend for divestment | 5 | 4 | 5 | 5 | X | Small Blend |
| IJSTX | VY® JPMorgan Small Cap Core Equity S2 | Owns companies we recommend for divestment | 5 | 4 | 5 | 5 | X | Small Blend |
| IAXAX | VY® T. Rowe Price Divers Mid Cap Gr A | Owns companies we recommend for divestment | 5 | 2 | 4 | 6 | X | Mid-Cap Growth |
| IAXIX | VY® T. Rowe Price Divers Mid Cap Gr I | Owns companies we recommend for divestment | 5 | 2 | 4 | 6 | X | Mid-Cap Growth |
| VYRIX | VY® T. Rowe Price Divers Mid Cap Gr R6 | Owns companies we recommend for divestment | 5 | 2 | 4 | 6 | X | Mid-Cap Growth |
| IAXSX | VY® T. Rowe Price Divers Mid Cap Gr S | Owns companies we recommend for divestment | 5 | 2 | 4 | 6 | X | Mid-Cap Growth |
| IAXTX | VY® T. Rowe Price Divers Mid Cap Gr S2 | Owns companies we recommend for divestment | 5 | 2 | 4 | 6 | X | Mid-Cap Growth |
| ITEAX | VY® T. Rowe Price Equity Income A | Owns companies we recommend for divestment | 5 | 6 | 11 | 6 | X | Large Value |
| ITEIX | VY® T. Rowe Price Equity Income I | Owns companies we recommend for divestment | 5 | 6 | 11 | 6 | X | Large Value |
| IRPSX | VY® T. Rowe Price Equity Income S | Owns companies we recommend for divestment | 5 | 6 | 11 | 6 | X | Large Value |
| ITETX | VY® T. Rowe Price Equity Income S2 | Owns companies we recommend for divestment | 5 | 6 | 11 | 6 | X | Large Value |
| QICLX | AQR International Multi-Style I | Owns companies we recommend for divestment | 6 | 3 | 11 | 2 | X | Foreign Large Value |
| QICRX | AQR International Multi-Style R6 | Owns companies we recommend for divestment | 6 | 3 | 11 | 2 | X | Foreign Large Value |
| FGEGX | Fidelity Advisor® Global EquityInc M | Owns companies we recommend for divestment | 6 | 8 | 14 | 9 | X | Global Large-Stock Blend |
| FDETX | Fidelity Advisor Capital Development O | Owns companies we recommend for divestment | 6 | 7 | 17 | 8 | X | Large Blend |
| MXMVX | Empower Mid Cap Value Inv | Owns companies we recommend for divestment | 6 | 6 | 8 | 7 | X | Mid-Cap Value |
| FSTRX | Federated Hermes MDT Large Cap Value A | Owns companies we recommend for divestment | 6 | 8 | 8 | 4 | X | Large Value |
| QCLVX | Federated Hermes MDT Large Cap Value C | Owns companies we recommend for divestment | 6 | 8 | 8 | 4 | X | Large Value |
| FMSTX | Federated Hermes MDT Large Cap Value IS | Owns companies we recommend for divestment | 6 | 8 | 8 | 4 | X | Large Value |
| QRLVX | Federated Hermes MDT Large Cap Value R | Owns companies we recommend for divestment | 6 | 8 | 8 | 4 | X | Large Value |
| FSTLX | Federated Hermes MDT Large Cap Value R6 | Owns companies we recommend for divestment | 6 | 8 | 8 | 4 | X | Large Value |
| FSTKX | Federated Hermes MDT Large Cap Value Svc | Owns companies we recommend for divestment | 6 | 8 | 8 | 4 | X | Large Value |
| FDTTX | Fidelity Advisor Capital Development A | Owns companies we recommend for divestment | 6 | 7 | 17 | 8 | X | Large Blend |
| FDECX | Fidelity Advisor Capital Development C | Owns companies we recommend for divestment | 6 | 7 | 17 | 8 | X | Large Blend |
| FDEIX | Fidelity Advisor Capital Development I | Owns companies we recommend for divestment | 6 | 7 | 17 | 8 | X | Large Blend |
| FDTZX | Fidelity Advisor Capital Development M | Owns companies we recommend for divestment | 6 | 7 | 17 | 8 | X | Large Blend |
| FADAX | Fidelity Advisor Dividend Growth A | Owns companies we recommend for divestment | 6 | 3 | 13 | 7 | X | Large Blend |
| LOMAX | Edgar Lomax Value | Owns companies we recommend for divestment | 6 | 4 | 10 | 4 | X | Large Value |
| FDGCX | Fidelity Advisor Dividend Growth C | Owns companies we recommend for divestment | 6 | 3 | 13 | 7 | X | Large Blend |
| FDGIX | Fidelity Advisor Dividend Growth I | Owns companies we recommend for divestment | 6 | 3 | 13 | 7 | X | Large Blend |
| FDGTX | Fidelity Advisor Dividend Growth M | Owns companies we recommend for divestment | 6 | 3 | 13 | 7 | X | Large Blend |
| FZADX | Fidelity Advisor Dividend Growth Z | Owns companies we recommend for divestment | 6 | 3 | 13 | 7 | X | Large Blend |
| FALAX | Fidelity Advisor Large Cap A | Owns companies we recommend for divestment | 6 | 7 | 17 | 8 | X | Large Blend |
| FLCCX | Fidelity Advisor Large Cap C | Owns companies we recommend for divestment | 6 | 7 | 17 | 8 | X | Large Blend |
| FALIX | Fidelity Advisor Large Cap I | Owns companies we recommend for divestment | 6 | 7 | 17 | 8 | X | Large Blend |
| FALGX | Fidelity Advisor Large Cap M | Owns companies we recommend for divestment | 6 | 7 | 17 | 8 | X | Large Blend |
| FIDLX | Fidelity Advisor Large Cap Z | Owns companies we recommend for divestment | 6 | 7 | 17 | 8 | X | Large Blend |
| FGEEX | Fidelity Advisor® Global EquityInc A | Owns companies we recommend for divestment | 6 | 8 | 14 | 9 | X | Global Large-Stock Blend |
| FGEHX | Fidelity Advisor® Global EquityInc C | Owns companies we recommend for divestment | 6 | 8 | 14 | 9 | X | Global Large-Stock Blend |
| FGEJX | Fidelity Advisor® Global EquityInc I | Owns companies we recommend for divestment | 6 | 8 | 14 | 9 | X | Global Large-Stock Blend |
| MXKJX | Empower Mid Cap Value Instl | Owns companies we recommend for divestment | 6 | 6 | 8 | 7 | X | Mid-Cap Value |
| DNINX | Dunham International Stock N | Owns companies we recommend for divestment | 6 | 1 | 10 | 3 | X | Foreign Large Value |
| ARDGX | Archer Dividend Growth | Owns companies we recommend for divestment | 6 | 2 | 4 | 3 | X | Large Value |
| RIMHX | City National Rochdale Equity Income N | Owns companies we recommend for divestment | 6 | 4 | 6 | 5 | X | Large Value |
| IZRL | ARK Israel Innovative Technology ETF | Owns companies we recommend for divestment | 6 | 2 | 9 | 2 | X | Technology |
| GQQQ | Astoria US Quality Growth Kings ETF | Owns companies we recommend for divestment | 6 | 7 | 14 | 7 | X | Large Growth |
| AUXAX | Auxier Focus A | Owns companies we recommend for divestment | 6 | 9 | 15 | 5 | X | Large Value |
| AUXIX | Auxier Focus Institutional | Owns companies we recommend for divestment | 6 | 9 | 15 | 5 | X | Large Value |
| AUXFX | Auxier Focus Inv | Owns companies we recommend for divestment | 6 | 9 | 15 | 5 | X | Large Value |
| LCTD | BlackRock World ex US Cbn Tnstn Rdns ETF | Owns companies we recommend for divestment | 6 | 5 | 16 | 6 | V | Foreign Large Blend |
| CDEI | Calvert US Large-Cp Div, Eq AndIncETF | Owns companies we recommend for divestment | 6 | 11 | 14 | 13 | V | Large Blend |
| CGNG | Capital Group New Geography Equity ETF | Owns companies we recommend for divestment | 6 | 6 | 12 | 7 | X | Diversified Emerging Mkts |
| EISAX | Carillon ClariVest Intl Stock A | Owns companies we recommend for divestment | 6 | 2 | 12 | 3 | X | Foreign Large Value |
| EISDX | Carillon ClariVest Intl Stock C | Owns companies we recommend for divestment | 6 | 2 | 12 | 3 | X | Foreign Large Value |
| EISIX | Carillon ClariVest Intl Stock I | Owns companies we recommend for divestment | 6 | 2 | 12 | 3 | X | Foreign Large Value |
| EISVX | Carillon ClariVest Intl Stock R6 | Owns companies we recommend for divestment | 6 | 2 | 12 | 3 | X | Foreign Large Value |
| LBSAX | Columbia Dividend Income A | Owns companies we recommend for divestment | 6 | 3 | 10 | 5 | X | Large Value |
| DCINX | Dunham International Stock C | Owns companies we recommend for divestment | 6 | 1 | 10 | 3 | X | Foreign Large Value |
| LBSCX | Columbia Dividend Income C | Owns companies we recommend for divestment | 6 | 3 | 10 | 5 | X | Large Value |
| GSFTX | Columbia Dividend Income Inst | Owns companies we recommend for divestment | 6 | 3 | 10 | 5 | X | Large Value |
| CDDRX | Columbia Dividend Income Inst2 | Owns companies we recommend for divestment | 6 | 3 | 10 | 5 | X | Large Value |
| CDDYX | Columbia Dividend Income Inst3 | Owns companies we recommend for divestment | 6 | 3 | 10 | 5 | X | Large Value |
| CDIRX | Columbia Dividend Income R | Owns companies we recommend for divestment | 6 | 3 | 10 | 5 | X | Large Value |
| GFSDX | Columbia Dividend Income S | Owns companies we recommend for divestment | 6 | 3 | 10 | 5 | X | Large Value |
| CFSLX | Column Small Cap | Owns companies we recommend for divestment | 6 | 6 | 7 | 9 | X | Small Blend |
| DISVX | DFA International Small Cap Value I | Owns companies we recommend for divestment | 6 | 1 | 12 | 0 | X | Foreign Small/Mid Value |
| DFSCX | DFA US Micro Cap I | Owns companies we recommend for divestment | 6 | 10 | 10 | 9 | X | Small Blend |
| DFIV | Dimensional International Value ETF | Owns companies we recommend for divestment | 6 | 3 | 22 | 5 | X | Foreign Large Value |
| DMAGX | Driehaus Global Fund | Owns companies we recommend for divestment | 6 | 6 | 13 | 6 | X | Global Large-Stock Blend |
| DAINX | Dunham International Stock A | Owns companies we recommend for divestment | 6 | 1 | 10 | 3 | X | Foreign Large Value |
| VSNGX | JPMorgan Mid Cap Equity I | Owns companies we recommend for divestment | 6 | 3 | 4 | 5 | X | Mid-Cap Blend |
| JMEEX | JPMorgan Mid Cap Equity R5 | Owns companies we recommend for divestment | 6 | 3 | 4 | 5 | X | Mid-Cap Blend |
| VWNEX | Vanguard Windsor™ Admiral™ | Owns companies we recommend for divestment | 5 | 5 | 9 | 6 | X | Large Value |
| FNEEX | American Funds New Economy 529-F-2 | Owns companies we recommend for divestment | 7 | 8 | 17 | 12 | X | Global Large-Stock Growth |
| AAGPX | American Beacon Large Cap Value Inv | Owns companies we recommend for divestment | 7 | 5 | 11 | 8 | X | Large Value |
| AADEX | American Beacon Large Cap Value R5 | Owns companies we recommend for divestment | 7 | 5 | 11 | 8 | X | Large Value |
| AALRX | American Beacon Large Cap Value R6 | Owns companies we recommend for divestment | 7 | 5 | 11 | 8 | X | Large Value |
| ABLYX | American Beacon Large Cap Value Y | Owns companies we recommend for divestment | 7 | 5 | 11 | 8 | X | Large Value |
| AMADX | American Century Discplnd Cor Val A | Owns companies we recommend for divestment | 7 | 6 | 10 | 10 | X | Large Value |
| ACGCX | American Century Discplnd Cor Val C | Owns companies we recommend for divestment | 7 | 6 | 10 | 10 | X | Large Value |
| AMGIX | American Century Discplnd Cor Val I | Owns companies we recommend for divestment | 7 | 6 | 10 | 10 | X | Large Value |
| BIGRX | American Century Discplnd Cor Val Inv | Owns companies we recommend for divestment | 7 | 6 | 10 | 10 | X | Large Value |
| AICRX | American Century Discplnd Cor Val R | Owns companies we recommend for divestment | 7 | 6 | 10 | 10 | X | Large Value |
| AICGX | American Century Discplnd Cor Val R5 | Owns companies we recommend for divestment | 7 | 6 | 10 | 10 | X | Large Value |
| QGRO | American Century US Quality Growth ETF | Owns companies we recommend for divestment | 7 | 7 | 14 | 8 | X | Large Growth |
| FNNEX | American Funds New Economy 529-F-3 | Owns companies we recommend for divestment | 7 | 8 | 17 | 12 | X | Global Large-Stock Growth |
| AVASX | American Beacon Large Cap Value Adv | Owns companies we recommend for divestment | 7 | 5 | 11 | 8 | X | Large Value |
| CNGAX | American Funds New Economy 529A | Owns companies we recommend for divestment | 7 | 8 | 17 | 12 | X | Global Large-Stock Growth |
| CNGCX | American Funds New Economy 529C | Owns companies we recommend for divestment | 7 | 8 | 17 | 12 | X | Global Large-Stock Growth |
| CNGEX | American Funds New Economy 529E | Owns companies we recommend for divestment | 7 | 8 | 17 | 12 | X | Global Large-Stock Growth |
| CNGFX | American Funds New Economy 529F | Owns companies we recommend for divestment | 7 | 8 | 17 | 12 | X | Global Large-Stock Growth |
| ANEFX | American Funds New Economy A | Owns companies we recommend for divestment | 7 | 8 | 17 | 12 | X | Global Large-Stock Growth |
| ANFCX | American Funds New Economy C | Owns companies we recommend for divestment | 7 | 8 | 17 | 12 | X | Global Large-Stock Growth |
| ANFFX | American Funds New Economy F1 | Owns companies we recommend for divestment | 7 | 8 | 17 | 12 | X | Global Large-Stock Growth |
| NEFFX | American Funds New Economy F2 | Owns companies we recommend for divestment | 7 | 8 | 17 | 12 | X | Global Large-Stock Growth |
| FNEFX | American Funds New Economy F3 | Owns companies we recommend for divestment | 7 | 8 | 17 | 12 | X | Global Large-Stock Growth |
| RNGAX | American Funds New Economy R1 | Owns companies we recommend for divestment | 7 | 8 | 17 | 12 | X | Global Large-Stock Growth |
| RNGBX | American Funds New Economy R2 | Owns companies we recommend for divestment | 7 | 8 | 17 | 12 | X | Global Large-Stock Growth |
| RNNEX | American Funds New Economy R2E | Owns companies we recommend for divestment | 7 | 8 | 17 | 12 | X | Global Large-Stock Growth |
| ALVCX | American Beacon Large Cap Value C | Owns companies we recommend for divestment | 7 | 5 | 11 | 8 | X | Large Value |
| ALVAX | American Beacon Large Cap Value A | Owns companies we recommend for divestment | 7 | 5 | 11 | 8 | X | Large Value |
| RNGEX | American Funds New Economy R4 | Owns companies we recommend for divestment | 7 | 8 | 17 | 12 | X | Global Large-Stock Growth |
| ITCTX | VY® T. Rowe Price Capital Apprec S2 | Owns companies we recommend for divestment | 6 | 6 | 10 | 10 | X | Moderate Allocation |
| PNBAX | Virtus NFJ Large-Cap Value A | Owns companies we recommend for divestment | 6 | 4 | 8 | 9 | X | Large Value |
| PNBCX | Virtus NFJ Large-Cap Value C | Owns companies we recommend for divestment | 6 | 4 | 8 | 9 | X | Large Value |
| ANVIX | Virtus NFJ Large-Cap Value Fund Inst | Owns companies we recommend for divestment | 6 | 4 | 8 | 9 | X | Large Value |
| VAAGX | Virtus NFJ Large-Cap Value R6 | Owns companies we recommend for divestment | 6 | 4 | 8 | 9 | X | Large Value |
| IRLAX | Voya Russell Large Cap Growth Idx Port A | Owns companies we recommend for divestment | 6 | 9 | 16 | 7 | X | Large Growth |
| IRLNX | Voya Russell Large Cap Growth Idx Port I | Owns companies we recommend for divestment | 6 | 9 | 16 | 7 | X | Large Growth |
| IRLSX | Voya Russell Large Cap Growth Idx Port S | Owns companies we recommend for divestment | 6 | 9 | 16 | 7 | X | Large Growth |
| ITRAX | VY® T. Rowe Price Capital Apprec A | Owns companies we recommend for divestment | 6 | 6 | 10 | 10 | X | Moderate Allocation |
| ITRIX | VY® T. Rowe Price Capital Apprec I | Owns companies we recommend for divestment | 6 | 6 | 10 | 10 | X | Moderate Allocation |
| VPRAX | VY® T. Rowe Price Capital Apprec R6 | Owns companies we recommend for divestment | 6 | 6 | 10 | 10 | X | Moderate Allocation |
| ITCSX | VY® T. Rowe Price Capital Apprec S | Owns companies we recommend for divestment | 6 | 6 | 10 | 10 | X | Moderate Allocation |
| WDIAX | Wilmington Enhanced Div Inc Strat A | Owns companies we recommend for divestment | 6 | 3 | 7 | 2 | X | Large Value |
| OUSA | ALPS O'Shares US Quality Div ETF | Owns companies we recommend for divestment | 7 | 10 | 11 | 9 | X | Large Value |
| WDIIX | Wilmington Enhanced Div Inc Strat I | Owns companies we recommend for divestment | 6 | 3 | 7 | 2 | X | Large Value |
| DTH | WisdomTree International High Div ETF | Owns companies we recommend for divestment | 6 | 1 | 15 | 2 | X | Foreign Large Value |
| WTV | WisdomTree US Value ETF | Owns companies we recommend for divestment | 6 | 7 | 12 | 8 | X | Mid-Cap Value |
| QARP | Xtrackers Russell 1000 US QARP ETF | Owns companies we recommend for divestment | 6 | 18 | 20 | 11 | X | Large Blend |
| CZOVX | Zacks All-Cap Core Institutional | Owns companies we recommend for divestment | 6 | 7 | 15 | 10 | X | Large Blend |
| ZDIIX | Zacks Dividend Institutional | Owns companies we recommend for divestment | 6 | 6 | 10 | 7 | X | Large Value |
| ZDIVX | Zacks Dividend Investor | Owns companies we recommend for divestment | 6 | 6 | 10 | 7 | X | Large Value |
| TNRAX | 1290 Avantis U.S. Large Cap Growth A | Owns companies we recommend for divestment | 7 | 10 | 17 | 8 | X | Large Growth |
| TNXIX | 1290 Avantis U.S. Large Cap Growth I | Owns companies we recommend for divestment | 7 | 10 | 17 | 8 | X | Large Growth |
| SPDV | AAM S&P 500 High Dividend Value ETF | Owns companies we recommend for divestment | 7 | 4 | 8 | 6 | X | Mid-Cap Value |
| APIE | ActivePassive International Equity ETF | Owns companies we recommend for divestment | 7 | 4 | 17 | 6 | X | Foreign Large Blend |
| Adara Smaller Companies | Owns companies we recommend for divestment | 7 | 6 | 4 | 10 | X | Small Blend |
| RNGCX | American Funds New Economy R3 | Owns companies we recommend for divestment | 7 | 8 | 17 | 12 | X | Global Large-Stock Growth |
| RNGFX | American Funds New Economy R5 | Owns companies we recommend for divestment | 7 | 8 | 17 | 12 | X | Global Large-Stock Growth |
| CDC | VictoryShares US EQ Inc Enh Vol Wtd ETF | Owns companies we recommend for divestment | 6 | 6 | 6 | 6 | X | Large Value |
| DUHP | Dimensional US High Profitability ETF | Owns companies we recommend for divestment | 7 | 8 | 15 | 6 | X | Large Blend |
| EQIN | Columbia US Equity Income ETF | Owns companies we recommend for divestment | 7 | 2 | 10 | 6 | X | Large Value |
| QCSCRX | CREF Social Choice Account (R1) | Owns companies we recommend for divestment | 7 | 13 | 20 | 11 | V | Moderate Allocation |
| QCSCPX | CREF Social Choice Account (R2) | Owns companies we recommend for divestment | 7 | 13 | 20 | 11 | V | Moderate Allocation |
| QCSCIX | CREF Social Choice Account (R3) | Owns companies we recommend for divestment | 7 | 13 | 20 | 11 | V | Moderate Allocation |
| QSCCFX | CREF Social Choice Account (R4) | Owns companies we recommend for divestment | 7 | 13 | 20 | 11 | V | Moderate Allocation |
| DISMX | DFA International Small Cap Growth | Owns companies we recommend for divestment | 7 | 3 | 14 | 1 | X | Foreign Small/Mid Growth |
| DURPX | DFA US Hi Relatv Profitability Instl | Owns companies we recommend for divestment | 7 | 6 | 12 | 4 | X | Large Blend |
| DUSLX | DFA US Large Cap Growth Instl | Owns companies we recommend for divestment | 7 | 5 | 13 | 5 | X | Large Growth |
| DSCGX | DFA US Small Cap Growth Instl | Owns companies we recommend for divestment | 7 | 5 | 6 | 6 | X | Small Growth |
| DFFVX | DFA US Targeted Value I | Owns companies we recommend for divestment | 7 | 10 | 10 | 12 | X | Small Value |
| DFWVX | DFA World ex US Value Port I | Owns companies we recommend for divestment | 7 | 3 | 33 | 4 | X | Foreign Large Value |
| DFAT | Dimensional US Targeted Value ETF | Owns companies we recommend for divestment | 7 | 10 | 11 | 13 | X | Small Value |
| CGUS | Capital Group Core Equity ETF | Owns companies we recommend for divestment | 7 | 6 | 14 | 10 | X | Large Blend |
| LEIFX | Federated Hermes Equity Income A | Owns companies we recommend for divestment | 7 | 9 | 13 | 7 | X | Large Value |
| LEICX | Federated Hermes Equity Income C | Owns companies we recommend for divestment | 7 | 9 | 13 | 7 | X | Large Value |
| LFEIX | Federated Hermes Equity Income F | Owns companies we recommend for divestment | 7 | 9 | 13 | 7 | X | Large Value |
| LEISX | Federated Hermes Equity Income IS | Owns companies we recommend for divestment | 7 | 9 | 13 | 7 | X | Large Value |
| FDERX | Federated Hermes Equity Income R | Owns companies we recommend for divestment | 7 | 9 | 13 | 7 | X | Large Value |
| FLPCX | Fidelity Advisor Low-Priced Stock A | Owns companies we recommend for divestment | 7 | 6 | 8 | 8 | X | Mid-Cap Value |
| FLPEX | Fidelity Advisor Low-Priced Stock C | Owns companies we recommend for divestment | 7 | 6 | 8 | 8 | X | Mid-Cap Value |
| FLPFX | Fidelity Advisor Low-Priced Stock I | Owns companies we recommend for divestment | 7 | 6 | 8 | 8 | X | Mid-Cap Value |
| FLPDX | Fidelity Advisor Low-Priced Stock M | Owns companies we recommend for divestment | 7 | 6 | 8 | 8 | X | Mid-Cap Value |
| FLPGX | Fidelity Advisor Low-Priced Stock Z | Owns companies we recommend for divestment | 7 | 6 | 8 | 8 | X | Mid-Cap Value |
| FMAMX | Fidelity Advisor Stock Sel A | Owns companies we recommend for divestment | 7 | 12 | 18 | 10 | X | Large Blend |
| FLACX | Fidelity Advisor Stock Sel C | Owns companies we recommend for divestment | 7 | 12 | 18 | 10 | X | Large Blend |
| CGGR | Capital Group Growth ETF | Owns companies we recommend for divestment | 7 | 9 | 12 | 11 | X | Large Growth |
| CGCV | Capital Group Conservative Equity ETF | Owns companies we recommend for divestment | 7 | 2 | 10 | 8 | X | Large Value |
| RNGHX | American Funds New Economy R5E | Owns companies we recommend for divestment | 7 | 8 | 17 | 12 | X | Global Large-Stock Growth |
| BMCRX | BlackRock Advantage Large Cap Gr R | Owns companies we recommend for divestment | 7 | 9 | 15 | 13 | X | Large Growth |
| RNGGX | American Funds New Economy R6 | Owns companies we recommend for divestment | 7 | 8 | 17 | 12 | X | Global Large-Stock Growth |
| ARKX | ARK Space Exploration & Innovation ETF | Owns companies we recommend for divestment | 7 | 2 | 7 | 10 | X | Mid-Cap Growth |
| BFOR | Barron's 400 ETF | Owns companies we recommend for divestment | 7 | 6 | 17 | 10 | X | Mid-Cap Blend |
| BROIX | BlackRock Advantage International Instl | Owns companies we recommend for divestment | 7 | 3 | 18 | 5 | X | Foreign Large Blend |
| BROAX | BlackRock Advantage International Inv A | Owns companies we recommend for divestment | 7 | 3 | 18 | 5 | X | Foreign Large Blend |
| BROCX | BlackRock Advantage International Inv C | Owns companies we recommend for divestment | 7 | 3 | 18 | 5 | X | Foreign Large Blend |
| BROKX | BlackRock Advantage International K | Owns companies we recommend for divestment | 7 | 3 | 18 | 5 | X | Foreign Large Blend |
| BGORX | BlackRock Advantage International R | Owns companies we recommend for divestment | 7 | 3 | 18 | 5 | X | Foreign Large Blend |
| CMVIX | BlackRock Advantage Large Cap Gr Instl | Owns companies we recommend for divestment | 7 | 9 | 15 | 13 | X | Large Growth |
| BMCAX | BlackRock Advantage Large Cap Gr Inv A | Owns companies we recommend for divestment | 7 | 9 | 15 | 13 | X | Large Growth |
| BMCCX | BlackRock Advantage Large Cap Gr Inv C | Owns companies we recommend for divestment | 7 | 9 | 15 | 13 | X | Large Growth |
| BMCKX | BlackRock Advantage Large Cap Gr K | Owns companies we recommend for divestment | 7 | 9 | 15 | 13 | X | Large Growth |
| MADVX | BlackRock Equity Dividend Instl | Owns companies we recommend for divestment | 7 | 5 | 12 | 8 | X | Large Value |
| CDHRX | Calvert International Responsible Idx R6 | Owns companies we recommend for divestment | 7 | 5 | 16 | 7 | V | Foreign Large Blend |
| MDDVX | BlackRock Equity Dividend Inv A | Owns companies we recommend for divestment | 7 | 5 | 12 | 8 | X | Large Value |
| MCDVX | BlackRock Equity Dividend Inv C | Owns companies we recommend for divestment | 7 | 5 | 12 | 8 | X | Large Value |
| MKDVX | BlackRock Equity Dividend K | Owns companies we recommend for divestment | 7 | 5 | 12 | 8 | X | Large Value |
| MRDVX | BlackRock Equity Dividend R | Owns companies we recommend for divestment | 7 | 5 | 12 | 8 | X | Large Value |
| MSDVX | BlackRock Equity Dividend Svc | Owns companies we recommend for divestment | 7 | 5 | 12 | 8 | X | Large Value |
| BKMC | BNY Mellon US Mid Cap Core Equity ETF | Owns companies we recommend for divestment | 7 | 4 | 8 | 8 | X | Mid-Cap Blend |
| BRAGX | Bridgeway Aggressive Investors 1 | Owns companies we recommend for divestment | 7 | 9 | 14 | 11 | X | Large Blend |
| BUFDX | Buffalo Growth & Income | Owns companies we recommend for divestment | 7 | 8 | 12 | 6 | X | Large Blend |
| BUIDX | Buffalo Growth & Income Inst | Owns companies we recommend for divestment | 7 | 8 | 12 | 6 | X | Large Blend |
| CVIE | Calvert International Responsible ETF | Owns companies we recommend for divestment | 7 | 5 | 15 | 8 | V | Foreign Large Blend |
| CDHAX | Calvert International Responsible Idx A | Owns companies we recommend for divestment | 7 | 5 | 16 | 7 | V | Foreign Large Blend |
| CDHIX | Calvert International Responsible Idx I | Owns companies we recommend for divestment | 7 | 5 | 16 | 7 | V | Foreign Large Blend |
| CDL | VictoryShares US LgCp Hi Div Vol Wtd ETF | Owns companies we recommend for divestment | 6 | 6 | 6 | 6 | X | Large Value |
| IMOYX | Victory Pioneer Solutions Balanced Y | Owns companies we recommend for divestment | 6 | 12 | 19 | 15 | X | Global Allocation |
| JPPEX | JPMorgan Mid Cap Equity R6 | Owns companies we recommend for divestment | 6 | 3 | 4 | 5 | X | Mid-Cap Blend |
| MLVBX | MFS Low Volatility Equity B | Owns companies we recommend for divestment | 6 | 6 | 5 | 9 | X | Large Blend |
| MFSV | MFS Active Value ETF | Owns companies we recommend for divestment | 6 | 2 | 7 | 5 | X | Large Value |
| BMSFX | MFS Blended Research Mid Cap Eq A | Owns companies we recommend for divestment | 6 | 2 | 5 | 4 | X | Mid-Cap Blend |
| BMSBX | MFS Blended Research Mid Cap Eq B | Owns companies we recommend for divestment | 6 | 2 | 5 | 4 | X | Mid-Cap Blend |
| BMSDX | MFS Blended Research Mid Cap Eq C | Owns companies we recommend for divestment | 6 | 2 | 5 | 4 | X | Mid-Cap Blend |
| BMSLX | MFS Blended Research Mid Cap Eq I | Owns companies we recommend for divestment | 6 | 2 | 5 | 4 | X | Mid-Cap Blend |
| BMSRX | MFS Blended Research Mid Cap Eq R1 | Owns companies we recommend for divestment | 6 | 2 | 5 | 4 | X | Mid-Cap Blend |
| BMSSX | MFS Blended Research Mid Cap Eq R2 | Owns companies we recommend for divestment | 6 | 2 | 5 | 4 | X | Mid-Cap Blend |
| BMSTX | MFS Blended Research Mid Cap Eq R3 | Owns companies we recommend for divestment | 6 | 2 | 5 | 4 | X | Mid-Cap Blend |
| BMSVX | MFS Blended Research Mid Cap Eq R4 | Owns companies we recommend for divestment | 6 | 2 | 5 | 4 | X | Mid-Cap Blend |
| BMSYX | MFS Blended Research Mid Cap Eq R6 | Owns companies we recommend for divestment | 6 | 2 | 5 | 4 | X | Mid-Cap Blend |
| MLVAX | MFS Low Volatility Equity A | Owns companies we recommend for divestment | 6 | 6 | 5 | 9 | X | Large Blend |
| MLVGX | MFS Low Volatility Equity C | Owns companies we recommend for divestment | 6 | 6 | 5 | 9 | X | Large Blend |
| MMFYX | MassMutual Equity Opports Svc | Owns companies we recommend for divestment | 6 | 4 | 10 | 6 | X | Large Blend |
| MLVHX | MFS Low Volatility Equity I | Owns companies we recommend for divestment | 6 | 6 | 5 | 9 | X | Large Blend |
| MLVMX | MFS Low Volatility Equity R1 | Owns companies we recommend for divestment | 6 | 6 | 5 | 9 | X | Large Blend |
| MLVOX | MFS Low Volatility Equity R2 | Owns companies we recommend for divestment | 6 | 6 | 5 | 9 | X | Large Blend |
| MLVPX | MFS Low Volatility Equity R3 | Owns companies we recommend for divestment | 6 | 6 | 5 | 9 | X | Large Blend |
| MLVRX | MFS Low Volatility Equity R4 | Owns companies we recommend for divestment | 6 | 6 | 5 | 9 | X | Large Blend |
| MLVTX | MFS Low Volatility Equity R6 | Owns companies we recommend for divestment | 6 | 6 | 5 | 9 | X | Large Blend |
| MEIAX | MFS Value A | Owns companies we recommend for divestment | 6 | 2 | 7 | 5 | X | Large Value |
| MFEBX | MFS Value B | Owns companies we recommend for divestment | 6 | 2 | 7 | 5 | X | Large Value |
| MEICX | MFS Value C | Owns companies we recommend for divestment | 6 | 2 | 7 | 5 | X | Large Value |
| MEIIX | MFS Value I | Owns companies we recommend for divestment | 6 | 2 | 7 | 5 | X | Large Value |
| MEIGX | MFS Value R1 | Owns companies we recommend for divestment | 6 | 2 | 7 | 5 | X | Large Value |
| MVRRX | MFS Value R2 | Owns companies we recommend for divestment | 6 | 2 | 7 | 5 | X | Large Value |
| MMZOX | MassMutual Equity Opports Y | Owns companies we recommend for divestment | 6 | 4 | 10 | 6 | X | Large Blend |
| MFVSX | MassMutual Equity Opports R5 | Owns companies we recommend for divestment | 6 | 4 | 10 | 6 | X | Large Blend |
| MEIJX | MFS Value R4 | Owns companies we recommend for divestment | 6 | 2 | 7 | 5 | X | Large Value |
| JGAQX | JPMorgan Value Advantage R2 | Owns companies we recommend for divestment | 6 | 5 | 10 | 5 | X | Large Value |
| JIVAX | JPMorgan U.S. Applied Data Sci Val A | Owns companies we recommend for divestment | 6 | 7 | 9 | 9 | X | Large Value |
| JIVCX | JPMorgan U.S. Applied Data Sci Val C | Owns companies we recommend for divestment | 6 | 7 | 9 | 9 | X | Large Value |
| JPIVX | JPMorgan U.S. Applied Data Sci Val I | Owns companies we recommend for divestment | 6 | 7 | 9 | 9 | X | Large Value |
| JIVZX | JPMorgan U.S. Applied Data Sci Val R2 | Owns companies we recommend for divestment | 6 | 7 | 9 | 9 | X | Large Value |
| JIVRX | JPMorgan U.S. Applied Data Sci Val R5 | Owns companies we recommend for divestment | 6 | 7 | 9 | 9 | X | Large Value |
| JIVMX | JPMorgan U.S. Applied Data Sci Val R6 | Owns companies we recommend for divestment | 6 | 7 | 9 | 9 | X | Large Value |
| JQUA | JPMorgan US Quality Factor ETF | Owns companies we recommend for divestment | 6 | 8 | 16 | 9 | X | Large Blend |
| JVAAX | JPMorgan Value Advantage A | Owns companies we recommend for divestment | 6 | 5 | 10 | 5 | X | Large Value |
| JVACX | JPMorgan Value Advantage C | Owns companies we recommend for divestment | 6 | 5 | 10 | 5 | X | Large Value |
| JVASX | JPMorgan Value Advantage I | Owns companies we recommend for divestment | 6 | 5 | 10 | 5 | X | Large Value |
| JVAIX | JPMorgan Value Advantage L | Owns companies we recommend for divestment | 6 | 5 | 10 | 5 | X | Large Value |
| JVAPX | JPMorgan Value Advantage R3 | Owns companies we recommend for divestment | 6 | 5 | 10 | 5 | X | Large Value |
| MFVFX | MassMutual Equity Opports R4 | Owns companies we recommend for divestment | 6 | 4 | 10 | 6 | X | Large Blend |
| JVAQX | JPMorgan Value Advantage R4 | Owns companies we recommend for divestment | 6 | 5 | 10 | 5 | X | Large Value |
| JVARX | JPMorgan Value Advantage R5 | Owns companies we recommend for divestment | 6 | 5 | 10 | 5 | X | Large Value |
| JVAYX | JPMorgan Value Advantage R6 | Owns companies we recommend for divestment | 6 | 5 | 10 | 5 | X | Large Value |
| BUYO | KraneShares Man Buyout Beta Index ETF | Owns companies we recommend for divestment | 6 | 1 | 6 | 6 | X | Mid-Cap Blend |
| KVLE | KraneShares Value Line® Dyn Div Eq ETF | Owns companies we recommend for divestment | 6 | 9 | 13 | 9 | X | Large Value |
| LSVD | LSV Disciplined Value ETF | Owns companies we recommend for divestment | 6 | 11 | 18 | 10 | X | Large Value |
| LSVEX | LSV Value Equity | Owns companies we recommend for divestment | 6 | 8 | 15 | 8 | X | Large Value |
| LVAEX | LSV Value Equity Investor | Owns companies we recommend for divestment | 6 | 8 | 15 | 8 | X | Large Value |
| MFVAX | MassMutual Equity Opports A | Owns companies we recommend for divestment | 6 | 4 | 10 | 6 | X | Large Blend |
| MMFVX | MassMutual Equity Opports Adm | Owns companies we recommend for divestment | 6 | 4 | 10 | 6 | X | Large Blend |
| MFVZX | MassMutual Equity Opports I | Owns companies we recommend for divestment | 6 | 4 | 10 | 6 | X | Large Blend |
| MFVNX | MassMutual Equity Opports R3 | Owns companies we recommend for divestment | 6 | 4 | 10 | 6 | X | Large Blend |
| MEIHX | MFS Value R3 | Owns companies we recommend for divestment | 6 | 2 | 7 | 5 | X | Large Value |
| MEIKX | MFS Value R6 | Owns companies we recommend for divestment | 6 | 2 | 7 | 5 | X | Large Value |
| PIDCX | Victory Pioneer Solutions Balanced C | Owns companies we recommend for divestment | 6 | 12 | 19 | 15 | X | Global Allocation |
| VICAX | USA Mutuals Vice A | Owns companies we recommend for divestment | 6 | 1 | 5 | 4 | X | Global Large-Stock Blend |
| TRVLX | T. Rowe Price Value | Owns companies we recommend for divestment | 6 | 4 | 8 | 5 | X | Large Value |
| PAVLX | T. Rowe Price Value Adv | Owns companies we recommend for divestment | 6 | 4 | 8 | 5 | X | Large Value |
| TVAL | T. Rowe Price Value ETF | Owns companies we recommend for divestment | 6 | 7 | 12 | 9 | X | Large Value |
| TRPIX | T. Rowe Price Value I | Owns companies we recommend for divestment | 6 | 4 | 8 | 5 | X | Large Value |
| TRZAX | T. Rowe Price Value Z | Owns companies we recommend for divestment | 6 | 4 | 8 | 5 | X | Large Value |
| TPIF | Timothy Plan International ETF | Owns companies we recommend for divestment | 6 | 2 | 14 | 2 | X | Foreign Large Blend |
| TQCAX | Touchstone Dividend Equity A | Owns companies we recommend for divestment | 6 | 5 | 12 | 6 | X | Large Value |
| TQCCX | Touchstone Dividend Equity C | Owns companies we recommend for divestment | 6 | 5 | 12 | 6 | X | Large Value |
| TQCIX | Touchstone Dividend Equity Institutional | Owns companies we recommend for divestment | 6 | 5 | 12 | 6 | X | Large Value |
| TQCRX | Touchstone Dividend Equity R6 | Owns companies we recommend for divestment | 6 | 5 | 12 | 6 | X | Large Value |
| TQCYX | Touchstone Dividend Equity Y | Owns companies we recommend for divestment | 6 | 5 | 12 | 6 | X | Large Value |
| VICCX | USA Mutuals Vice C | Owns companies we recommend for divestment | 6 | 1 | 5 | 4 | X | Global Large-Stock Blend |
| TRMSX | T. Rowe Price Mid-Cap Index I | Owns companies we recommend for divestment | 6 | 7 | 7 | 11 | X | Mid-Cap Growth |
| VICVX | USA Mutuals Vice Institutional | Owns companies we recommend for divestment | 6 | 1 | 5 | 4 | X | Global Large-Stock Blend |
| VICEX | USA Mutuals Vice Investor | Owns companies we recommend for divestment | 6 | 1 | 5 | 4 | X | Global Large-Stock Blend |
| VCSOX | VALIC Company I Intl Sclly Rspnb | Owns companies we recommend for divestment | 6 | 3 | 14 | 4 | V | Foreign Large Blend |
| VMSGX | VALIC Company I Mid Cap Strategic Gr | Owns companies we recommend for divestment | 6 | 2 | 4 | 8 | X | Mid-Cap Growth |
| VVMCX | VALIC Company I Mid Cap Value | Owns companies we recommend for divestment | 6 | 2 | 7 | 8 | X | Mid-Cap Value |
| VBCVX | VALIC Company I Systematic Value | Owns companies we recommend for divestment | 6 | 8 | 10 | 6 | X | Large Value |
| VFTAX | Vanguard FTSE Social Index Admiral | Owns companies we recommend for divestment | 6 | 18 | 20 | 16 | V | Large Blend |
| VFTNX | Vanguard FTSE Social Index I | Owns companies we recommend for divestment | 6 | 18 | 20 | 16 | V | Large Blend |
| VOE | Vanguard Mid-Cap Value ETF | Owns companies we recommend for divestment | 6 | 7 | 5 | 7 | X | Mid-Cap Value |
| VMVAX | Vanguard Mid-Cap Value Index Admiral | Owns companies we recommend for divestment | 6 | 7 | 5 | 7 | X | Mid-Cap Value |
| VMVIX | Vanguard Mid-Cap Value Index Investor | Owns companies we recommend for divestment | 6 | 7 | 5 | 7 | X | Mid-Cap Value |
| PIALX | Victory Pioneer Solutions Balanced A | Owns companies we recommend for divestment | 6 | 12 | 19 | 15 | X | Global Allocation |
| TRSZX | T. Rowe Price Mid-Cap Index Z | Owns companies we recommend for divestment | 6 | 7 | 7 | 11 | X | Mid-Cap Growth |
| TRMNX | T. Rowe Price Mid-Cap Index | Owns companies we recommend for divestment | 6 | 7 | 7 | 11 | X | Mid-Cap Growth |
| MSTFX | Morningstar International Equity | Owns companies we recommend for divestment | 6 | 2 | 16 | 6 | X | Foreign Large Blend |
| SPVZX | PGIM Quant Solutions Mid-Cap Val Z | Owns companies we recommend for divestment | 6 | 6 | 5 | 5 | X | Mid-Cap Value |
| NWFAX | Nationwide A | Owns companies we recommend for divestment | 6 | 8 | 14 | 8 | X | Large Blend |
| MUIFX | Nationwide Institutional Service | Owns companies we recommend for divestment | 6 | 8 | 14 | 8 | X | Large Blend |
| GNWRX | Nationwide R | Owns companies we recommend for divestment | 6 | 8 | 14 | 8 | X | Large Blend |
| NWABX | Nationwide R6 | Owns companies we recommend for divestment | 6 | 8 | 14 | 8 | X | Large Blend |
| GLBL | Pacer MSCI World Industry Advantage ETF | Owns companies we recommend for divestment | 6 | 14 | 19 | 15 | X | Global Large-Stock Blend |
| COWZ | Pacer US Cash Cows 100 ETF | Owns companies we recommend for divestment | 6 | 3 | 10 | 7 | X | Mid-Cap Value |
| SPRAX | PGIM Quant Solutions Mid-Cap Val A | Owns companies we recommend for divestment | 6 | 6 | 5 | 5 | X | Mid-Cap Value |
| NCBVX | PGIM Quant Solutions Mid-Cap Val C | Owns companies we recommend for divestment | 6 | 6 | 5 | 5 | X | Mid-Cap Value |
| SDVRX | PGIM Quant Solutions Mid-Cap Val R | Owns companies we recommend for divestment | 6 | 6 | 5 | 5 | X | Mid-Cap Value |
| PMVEX | PGIM Quant Solutions Mid-Cap Val R2 | Owns companies we recommend for divestment | 6 | 6 | 5 | 5 | X | Mid-Cap Value |
| PMVFX | PGIM Quant Solutions Mid-Cap Val R4 | Owns companies we recommend for divestment | 6 | 6 | 5 | 5 | X | Mid-Cap Value |
| PMVQX | PGIM Quant Solutions Mid-Cap Val R6 | Owns companies we recommend for divestment | 6 | 6 | 5 | 5 | X | Mid-Cap Value |
| BALRX | Pioneer Solutions Balanced R | Owns companies we recommend for divestment | 6 | 12 | 19 | 15 | X | Global Allocation |
| TQVIX | T. Rowe Price Integrated US LCV Eq I | Owns companies we recommend for divestment | 6 | 7 | 7 | 7 | X | Large Value |
| POSKX | PRIMECAP Odyssey Stock | Owns companies we recommend for divestment | 6 | 4 | 16 | 8 | X | Large Blend |
| PY | Principal Value ETF | Owns companies we recommend for divestment | 6 | 4 | 9 | 5 | X | Large Value |
| RAYD | Rayliant Quantitative Dev Mkt Eq ETF | Owns companies we recommend for divestment | 6 | 5 | 11 | 9 | X | Global Large-Stock Blend |
| SWDSX | Schwab Dividend Equity | Owns companies we recommend for divestment | 6 | 3 | 11 | 5 | X | Large Value |
| SEIV | SEI Enhanced US Large Cap Value Fac ETF | Owns companies we recommend for divestment | 6 | 10 | 16 | 11 | X | Large Value |
| SEIE | SEI Select International Equity ETF | Owns companies we recommend for divestment | 6 | 3 | 11 | 3 | X | Global Large-Stock Blend |
| SFYX | SoFi Next 500 ETF | Owns companies we recommend for divestment | 6 | 7 | 7 | 9 | X | Mid-Cap Blend |
| PRWCX | T. Rowe Price Capital Appreciation | Owns companies we recommend for divestment | 6 | 6 | 10 | 10 | X | Moderate Allocation |
| PACLX | T. Rowe Price Capital Appreciation Adv | Owns companies we recommend for divestment | 6 | 6 | 10 | 10 | X | Moderate Allocation |
| TRAIX | T. Rowe Price Capital Appreciation I | Owns companies we recommend for divestment | 6 | 6 | 10 | 10 | X | Moderate Allocation |
| TQMVX | T. Rowe Price Integrated US LCV Eq | Owns companies we recommend for divestment | 6 | 7 | 7 | 7 | X | Large Value |
| TQVAX | T. Rowe Price Integrated US LCV Eq Adv | Owns companies we recommend for divestment | 6 | 7 | 7 | 7 | X | Large Value |
| UGEIX | Victory Global Equity Income | Owns companies we recommend for divestment | 5 | 6 | 7 | 5 | X | Global Large-Stock Value |
| VWNDX | Vanguard Windsor Investor Shares | Owns companies we recommend for divestment | 5 | 5 | 9 | 6 | X | Large Value |
| MLRKX | BlackRock Advantage Large Cap Core K | Owns companies we recommend for divestment | 5 | 9 | 12 | 9 | X | Large Blend |
| HQIFX | Hartford Equity Income F | Owns companies we recommend for divestment | 5 | 3 | 5 | 4 | X | Large Value |
| HDGFX | Hartford Dividend and Growth F | Owns companies we recommend for divestment | 5 | 4 | 8 | 6 | X | Large Value |
| HIADX | Hartford Dividend and Growth HLS IA | Owns companies we recommend for divestment | 5 | 4 | 8 | 6 | X | Large Value |
| HDGBX | Hartford Dividend and Growth HLS IB | Owns companies we recommend for divestment | 5 | 4 | 8 | 6 | X | Large Value |
| HDGIX | Hartford Dividend and Growth I | Owns companies we recommend for divestment | 5 | 4 | 8 | 6 | X | Large Value |
| HDGRX | Hartford Dividend and Growth R3 | Owns companies we recommend for divestment | 5 | 4 | 8 | 6 | X | Large Value |
| HDGSX | Hartford Dividend and Growth R4 | Owns companies we recommend for divestment | 5 | 4 | 8 | 6 | X | Large Value |
| HDGTX | Hartford Dividend and Growth R5 | Owns companies we recommend for divestment | 5 | 4 | 8 | 6 | X | Large Value |
| HDGVX | Hartford Dividend and Growth R6 | Owns companies we recommend for divestment | 5 | 4 | 8 | 6 | X | Large Value |
| HDGYX | Hartford Dividend and Growth Y | Owns companies we recommend for divestment | 5 | 4 | 8 | 6 | X | Large Value |
| HQIAX | Hartford Equity Income A | Owns companies we recommend for divestment | 5 | 3 | 5 | 4 | X | Large Value |
| HQICX | Hartford Equity Income C | Owns companies we recommend for divestment | 5 | 3 | 5 | 4 | X | Large Value |
| HQIIX | Hartford Equity Income I | Owns companies we recommend for divestment | 5 | 3 | 5 | 4 | X | Large Value |
| IHGIX | Hartford Dividend and Growth A | Owns companies we recommend for divestment | 5 | 4 | 8 | 6 | X | Large Value |
| HQIRX | Hartford Equity Income R3 | Owns companies we recommend for divestment | 5 | 3 | 5 | 4 | X | Large Value |
| HQISX | Hartford Equity Income R4 | Owns companies we recommend for divestment | 5 | 3 | 5 | 4 | X | Large Value |
| HQITX | Hartford Equity Income R5 | Owns companies we recommend for divestment | 5 | 3 | 5 | 4 | X | Large Value |
| HQIVX | Hartford Equity Income R6 | Owns companies we recommend for divestment | 5 | 3 | 5 | 4 | X | Large Value |
| HQIYX | Hartford Equity Income Y | Owns companies we recommend for divestment | 5 | 3 | 5 | 4 | X | Large Value |
| HKND | Humankind US Stock ETF | Owns companies we recommend for divestment | 5 | 19 | 20 | 17 | V | Large Value |
| RILA | Indexperts Gorilla Aggressive Growth ETF | Owns companies we recommend for divestment | 5 | 5 | 8 | 8 | X | Large Growth |
| ACSTX | Invesco Comstock A | Owns companies we recommend for divestment | 5 | 5 | 11 | 4 | X | Large Value |
| ACSYX | Invesco Comstock C | Owns companies we recommend for divestment | 5 | 5 | 11 | 4 | X | Large Value |
| ACSRX | Invesco Comstock R | Owns companies we recommend for divestment | 5 | 5 | 11 | 4 | X | Large Value |
| ACSHX | Invesco Comstock R5 | Owns companies we recommend for divestment | 5 | 5 | 11 | 4 | X | Large Value |
| ICSFX | Invesco Comstock R6 | Owns companies we recommend for divestment | 5 | 5 | 11 | 4 | X | Large Value |
| HDGCX | Hartford Dividend and Growth C | Owns companies we recommend for divestment | 5 | 4 | 8 | 6 | X | Large Value |
| GCLSX | Goldman Sachs Large Cp Val Insghts Svc | Owns companies we recommend for divestment | 5 | 4 | 12 | 5 | X | Large Value |
| LCEAX | Invesco Diversified Dividend A | Owns companies we recommend for divestment | 5 | 3 | 7 | 5 | X | Large Value |
| GSGRX | Goldman Sachs Equity Income A | Owns companies we recommend for divestment | 5 | 5 | 10 | 6 | X | Large Value |
| PGELX | George Putnam Balanced R5 | Owns companies we recommend for divestment | 5 | 9 | 16 | 10 | X | Moderate Allocation |
| PGEJX | George Putnam Balanced R6 | Owns companies we recommend for divestment | 5 | 9 | 16 | 10 | X | Moderate Allocation |
| PGEYX | George Putnam Balanced Y | Owns companies we recommend for divestment | 5 | 9 | 16 | 10 | X | Moderate Allocation |
| GSEU | Goldman Sachs ActiveBeta® Europe Eq ETF | Owns companies we recommend for divestment | 5 | 2 | 14 | 5 | X | Europe Stock |
| GGZPX | Goldman Sachs Enh Cor EqFund-ShareclassP | Owns companies we recommend for divestment | 5 | 9 | 12 | 8 | X | Large Blend |
| GSLLX | Goldman Sachs Enh Core Eq Fund-InvShares | Owns companies we recommend for divestment | 5 | 9 | 12 | 8 | X | Large Blend |
| GALLX | Goldman Sachs Enh Core EqFund-ClassA | Owns companies we recommend for divestment | 5 | 9 | 12 | 8 | X | Large Blend |
| GCLLX | Goldman Sachs Enh Core EqFund-ClassC | Owns companies we recommend for divestment | 5 | 9 | 12 | 8 | X | Large Blend |
| GRLLX | Goldman Sachs Enh Core EqFund-ClassR | Owns companies we recommend for divestment | 5 | 9 | 12 | 8 | X | Large Blend |
| GILLX | Goldman Sachs Enh Core EqFund-Instl | Owns companies we recommend for divestment | 5 | 9 | 12 | 8 | X | Large Blend |
| GFCUX | Goldman Sachs Enh CorEqFund-ShareClassR6 | Owns companies we recommend for divestment | 5 | 9 | 12 | 8 | X | Large Blend |
| GSGCX | Goldman Sachs Equity Income C | Owns companies we recommend for divestment | 5 | 5 | 10 | 6 | X | Large Value |
| GCVUX | Goldman Sachs Large Cp Val Insghts R6 | Owns companies we recommend for divestment | 5 | 4 | 12 | 5 | X | Large Value |
| GSIIX | Goldman Sachs Equity Income Instl | Owns companies we recommend for divestment | 5 | 5 | 10 | 6 | X | Large Value |
| GRGTX | Goldman Sachs Equity Income Inv | Owns companies we recommend for divestment | 5 | 5 | 10 | 6 | X | Large Value |
| GABPX | Goldman Sachs Equity Income P | Owns companies we recommend for divestment | 5 | 5 | 10 | 6 | X | Large Value |
| GRGRX | Goldman Sachs Equity Income R | Owns companies we recommend for divestment | 5 | 5 | 10 | 6 | X | Large Value |
| GRGUX | Goldman Sachs Equity Income R6 | Owns companies we recommend for divestment | 5 | 5 | 10 | 6 | X | Large Value |
| GSGSX | Goldman Sachs Equity Income Svc | Owns companies we recommend for divestment | 5 | 5 | 10 | 6 | X | Large Value |
| GCVAX | Goldman Sachs Large Cp Val Insghts A | Owns companies we recommend for divestment | 5 | 4 | 12 | 5 | X | Large Value |
| GCVCX | Goldman Sachs Large Cp Val Insghts C | Owns companies we recommend for divestment | 5 | 4 | 12 | 5 | X | Large Value |
| GCVIX | Goldman Sachs Large Cp Val Insghts Instl | Owns companies we recommend for divestment | 5 | 4 | 12 | 5 | X | Large Value |
| GCVTX | Goldman Sachs Large Cp Val Insghts Inv | Owns companies we recommend for divestment | 5 | 4 | 12 | 5 | X | Large Value |
| GMXPX | Goldman Sachs Large Cp Val Insghts P | Owns companies we recommend for divestment | 5 | 4 | 12 | 5 | X | Large Value |
| GCVRX | Goldman Sachs Large Cp Val Insghts R | Owns companies we recommend for divestment | 5 | 4 | 12 | 5 | X | Large Value |
| ACSDX | Invesco Comstock Y | Owns companies we recommend for divestment | 5 | 5 | 11 | 4 | X | Large Value |
| LCEVX | Invesco Diversified Dividend C | Owns companies we recommend for divestment | 5 | 3 | 7 | 5 | X | Large Value |
| PGEMX | George Putnam Balanced M | Owns companies we recommend for divestment | 5 | 9 | 16 | 10 | X | Moderate Allocation |
| JDVWX | JHancock Disciplined Value R6 | Owns companies we recommend for divestment | 5 | 2 | 7 | 4 | X | Large Value |
| JWGRX | Janus Henderson Global Research S | Owns companies we recommend for divestment | 5 | 5 | 12 | 6 | X | Global Large-Stock Growth |
| JAWWX | Janus Henderson Global Research T | Owns companies we recommend for divestment | 5 | 5 | 12 | 6 | X | Global Large-Stock Growth |
| JAWGX | Janus Henderson VIT Global Rsrch Instl | Owns companies we recommend for divestment | 5 | 5 | 12 | 6 | X | Global Large-Stock Growth |
| Janus Henderson VIT Global Rsrch Svc | Owns companies we recommend for divestment | 5 | 5 | 12 | 6 | X | Global Large-Stock Growth |
| JVLAX | JHancock Disciplined Value A | Owns companies we recommend for divestment | 5 | 2 | 7 | 4 | X | Large Value |
| JVLCX | JHancock Disciplined Value C | Owns companies we recommend for divestment | 5 | 2 | 7 | 4 | X | Large Value |
| JVLIX | JHancock Disciplined Value I | Owns companies we recommend for divestment | 5 | 2 | 7 | 4 | X | Large Value |
| JDVNX | JHancock Disciplined Value NAV | Owns companies we recommend for divestment | 5 | 2 | 7 | 4 | X | Large Value |
| JDVPX | JHancock Disciplined Value R2 | Owns companies we recommend for divestment | 5 | 2 | 7 | 4 | X | Large Value |
| JDVFX | JHancock Disciplined Value R4 | Owns companies we recommend for divestment | 5 | 2 | 7 | 4 | X | Large Value |
| JDVVX | JHancock Disciplined Value R5 | Owns companies we recommend for divestment | 5 | 2 | 7 | 4 | X | Large Value |
| JNL Mid Cap Index I | Owns companies we recommend for divestment | 5 | 7 | 7 | 9 | X | Mid-Cap Blend |
| JDWNX | Janus Henderson Global Research N | Owns companies we recommend for divestment | 5 | 5 | 12 | 6 | X | Global Large-Stock Growth |
| JNL Multi-Manager Small Cap Growth A | Owns companies we recommend for divestment | 5 | 4 | 2 | 6 | X | Small Growth |
| JNL Multi-Manager Small Cap Growth I | Owns companies we recommend for divestment | 5 | 4 | 2 | 6 | X | Small Growth |
| JNL/Goldman Sachs 4 A | Owns companies we recommend for divestment | 5 | 10 | 12 | 9 | X | Large Value |
| JNL/Goldman Sachs 4 I | Owns companies we recommend for divestment | 5 | 10 | 12 | 9 | X | Large Value |
| JNL/JPMorgan U.S. Value A | Owns companies we recommend for divestment | 5 | 6 | 10 | 6 | X | Large Value |
| JNL/JPMorgan U.S. Value I | Owns companies we recommend for divestment | 5 | 6 | 10 | 6 | X | Large Value |
| JNL/Mellon Dow Index A | Owns companies we recommend for divestment | 5 | 5 | 10 | 3 | X | Large Value |
| JNL/Mellon Dow Index I | Owns companies we recommend for divestment | 5 | 5 | 10 | 3 | X | Large Value |
| JNL/Mellon S&P 400 MidCap Index A | Owns companies we recommend for divestment | 5 | 7 | 7 | 9 | X | Mid-Cap Blend |
| JNL/Mellon S&P 400 MidCap Index I | Owns companies we recommend for divestment | 5 | 7 | 7 | 9 | X | Mid-Cap Blend |
| JNL/T. Rowe Price Capital Apprec Eq A | Owns companies we recommend for divestment | 5 | 6 | 10 | 9 | X | Large Blend |
| JNL/T. Rowe Price Capital Apprec Eq I | Owns companies we recommend for divestment | 5 | 6 | 10 | 9 | X | Large Blend |
| JDWRX | Janus Henderson Global Research R | Owns companies we recommend for divestment | 5 | 5 | 12 | 6 | X | Global Large-Stock Growth |
| JWWFX | Janus Henderson Global Research I | Owns companies we recommend for divestment | 5 | 5 | 12 | 6 | X | Global Large-Stock Growth |
| LCEIX | Invesco Diversified Dividend Investor | Owns companies we recommend for divestment | 5 | 3 | 7 | 5 | X | Large Value |
| SPGP | Invesco S&P 500 GARP ETF | Owns companies we recommend for divestment | 5 | 4 | 9 | 3 | X | Large Value |
| DDFRX | Invesco Diversified Dividend R | Owns companies we recommend for divestment | 5 | 3 | 7 | 5 | X | Large Value |
| DDFIX | Invesco Diversified Dividend R5 | Owns companies we recommend for divestment | 5 | 3 | 7 | 5 | X | Large Value |
| LCEFX | Invesco Diversified Dividend R6 | Owns companies we recommend for divestment | 5 | 3 | 7 | 5 | X | Large Value |
| LCEYX | Invesco Diversified Dividend Y | Owns companies we recommend for divestment | 5 | 3 | 7 | 5 | X | Large Value |
| IAUTX | Invesco Dividend Income A | Owns companies we recommend for divestment | 5 | 3 | 7 | 5 | X | Large Value |
| IUTCX | Invesco Dividend Income C | Owns companies we recommend for divestment | 5 | 3 | 7 | 5 | X | Large Value |
| FSTUX | Invesco Dividend Income Investor | Owns companies we recommend for divestment | 5 | 3 | 7 | 5 | X | Large Value |
| IRTCX | Invesco Dividend Income R | Owns companies we recommend for divestment | 5 | 3 | 7 | 5 | X | Large Value |
| FSIUX | Invesco Dividend Income R5 | Owns companies we recommend for divestment | 5 | 3 | 7 | 5 | X | Large Value |
| IFUTX | Invesco Dividend Income R6 | Owns companies we recommend for divestment | 5 | 3 | 7 | 5 | X | Large Value |
| IAUYX | Invesco Dividend Income Y | Owns companies we recommend for divestment | 5 | 3 | 7 | 5 | X | Large Value |
| PIZ | Invesco DW Developed Markets Momt ETF | Owns companies we recommend for divestment | 5 | 1 | 6 | 2 | X | Foreign Large Growth |
| RPG | Invesco S&P 500® Pure Growth ETF | Owns companies we recommend for divestment | 5 | 3 | 9 | 4 | X | Large Growth |
| JANWX | Janus Henderson Global Research D | Owns companies we recommend for divestment | 5 | 5 | 12 | 6 | X | Global Large-Stock Growth |
| RPV | Invesco S&P 500® Pure Value ETF | Owns companies we recommend for divestment | 5 | 10 | 8 | 6 | X | Mid-Cap Value |
| SPHQ | Invesco S&P 500® Quality ETF | Owns companies we recommend for divestment | 5 | 4 | 7 | 4 | X | Large Blend |
| QVMM | Invesco S&P MidCap 400 QVM Mlt-fctr ETF | Owns companies we recommend for divestment | 5 | 7 | 7 | 9 | X | Mid-Cap Blend |
| RWK | Invesco S&P MidCap 400 Revenue ETF | Owns companies we recommend for divestment | 5 | 7 | 7 | 9 | X | Mid-Cap Value |
| USCL | iShares Climate Conscious &TrnMSCIUSAETF | Owns companies we recommend for divestment | 5 | 11 | 20 | 15 | V | Large Blend |
| IJH | iShares Core S&P Mid-Cap ETF | Owns companies we recommend for divestment | 5 | 7 | 7 | 9 | X | Mid-Cap Blend |
| SUSA | iShares MSCI USA ESG Select ETF | Owns companies we recommend for divestment | 5 | 9 | 15 | 6 | V | Large Blend |
| PFF | iShares Preferred&Income Securities ETF | Owns companies we recommend for divestment | 5 | 9 | 2 | 12 | X | Preferred Stock |
| IYW | iShares US Technology ETF | Owns companies we recommend for divestment | 5 | 3 | 10 | 9 | X | Technology |
| USXF | iShares® ESG Advanced MSCI USA ETF | Owns companies we recommend for divestment | 5 | 6 | 8 | 8 | V | Large Growth |
| JDWAX | Janus Henderson Global Research A | Owns companies we recommend for divestment | 5 | 5 | 12 | 6 | X | Global Large-Stock Growth |
| JWWCX | Janus Henderson Global Research C | Owns companies we recommend for divestment | 5 | 5 | 12 | 6 | X | Global Large-Stock Growth |
| PGPRX | George Putnam Balanced R | Owns companies we recommend for divestment | 5 | 9 | 16 | 10 | X | Moderate Allocation |
| PGPCX | George Putnam Balanced C | Owns companies we recommend for divestment | 5 | 9 | 16 | 10 | X | Moderate Allocation |
| BBSC | JPMorgan BetaBuilders US Sml Cp Eq ETF | Owns companies we recommend for divestment | 5 | 5 | 6 | 8 | X | Small Blend |
| RSDFX | Columbia Dividend Opportunity Inst2 | Owns companies we recommend for divestment | 5 | 4 | 11 | 3 | X | Large Value |
| SMGIX | Columbia Contrarian Core Inst | Owns companies we recommend for divestment | 5 | 7 | 12 | 7 | X | Large Blend |
| COFRX | Columbia Contrarian Core Inst2 | Owns companies we recommend for divestment | 5 | 7 | 12 | 7 | X | Large Blend |
| COFYX | Columbia Contrarian Core Inst3 | Owns companies we recommend for divestment | 5 | 7 | 12 | 7 | X | Large Blend |
| CCCRX | Columbia Contrarian Core R | Owns companies we recommend for divestment | 5 | 7 | 12 | 7 | X | Large Blend |
| SMGEX | Columbia Contrarian Core S | Owns companies we recommend for divestment | 5 | 7 | 12 | 7 | X | Large Blend |
| RLCAX | Columbia Disciplined Value A | Owns companies we recommend for divestment | 5 | 5 | 8 | 4 | X | Large Value |
| RDCCX | Columbia Disciplined Value C | Owns companies we recommend for divestment | 5 | 5 | 8 | 4 | X | Large Value |
| CVQZX | Columbia Disciplined Value Inst | Owns companies we recommend for divestment | 5 | 5 | 8 | 4 | X | Large Value |
| INUTX | Columbia Dividend Opportunity A | Owns companies we recommend for divestment | 5 | 4 | 11 | 3 | X | Large Value |
| ACUIX | Columbia Dividend Opportunity C | Owns companies we recommend for divestment | 5 | 4 | 11 | 3 | X | Large Value |
| CDOZX | Columbia Dividend Opportunity Inst | Owns companies we recommend for divestment | 5 | 4 | 11 | 3 | X | Large Value |
| CDOYX | Columbia Dividend Opportunity Inst3 | Owns companies we recommend for divestment | 5 | 4 | 11 | 3 | X | Large Value |
| LCCAX | Columbia Contrarian Core A | Owns companies we recommend for divestment | 5 | 7 | 12 | 7 | X | Large Blend |
| RSOOX | Columbia Dividend Opportunity R | Owns companies we recommend for divestment | 5 | 4 | 11 | 3 | X | Large Value |
| CDOAX | Columbia Dividend Opportunity S | Owns companies we recommend for divestment | 5 | 4 | 11 | 3 | X | Large Value |
| NTIAX | Columbia Mid Cap Index A | Owns companies we recommend for divestment | 5 | 7 | 7 | 9 | X | Mid-Cap Blend |
| NMPAX | Columbia Mid Cap Index Inst | Owns companies we recommend for divestment | 5 | 7 | 7 | 9 | X | Mid-Cap Blend |
| CPXRX | Columbia Mid Cap Index Inst2 | Owns companies we recommend for divestment | 5 | 7 | 7 | 9 | X | Mid-Cap Blend |
| CMDYX | Columbia Mid Cap Index Inst3 | Owns companies we recommend for divestment | 5 | 7 | 7 | 9 | X | Mid-Cap Blend |
| CFVLX | Commerce Value | Owns companies we recommend for divestment | 5 | 3 | 6 | 4 | X | Large Value |
| DFIVX | DFA International Value I | Owns companies we recommend for divestment | 5 | 3 | 19 | 4 | X | Foreign Large Value |
| DFVIX | DFA International Value III | Owns companies we recommend for divestment | 5 | 3 | 19 | 4 | X | Foreign Large Value |
| DFSVX | DFA US Small Cap Value I | Owns companies we recommend for divestment | 5 | 9 | 9 | 10 | X | Small Value |
| DAABX | DFA US Sustainability Targeted Val Instl | Owns companies we recommend for divestment | 5 | 7 | 10 | 11 | V | Small Value |
| DISV | Dimensional International Sm Cp Val ETF | Owns companies we recommend for divestment | 5 | 2 | 6 | 0 | X | Foreign Small/Mid Value |
| LCCCX | Columbia Contrarian Core C | Owns companies we recommend for divestment | 5 | 7 | 12 | 7 | X | Large Blend |
| LCBDX | ClearBridge Tactical Dividend Income IS | Owns companies we recommend for divestment | 5 | 2 | 10 | 6 | X | Large Value |
| DCLVX | Dunham Large Cap Value C | Owns companies we recommend for divestment | 5 | 7 | 12 | 7 | X | Large Value |
| DBOAX | BNY Mellon Balanced Opportunity A | Owns companies we recommend for divestment | 5 | 8 | 14 | 7 | X | Moderate Allocation |
| MRLRX | BlackRock Advantage Large Cap Core R | Owns companies we recommend for divestment | 5 | 9 | 12 | 9 | X | Large Blend |
| MASPX | BlackRock Advantage SMID Cap Instl | Owns companies we recommend for divestment | 5 | 5 | 5 | 6 | X | Small Blend |
| MDSPX | BlackRock Advantage SMID Cap Inv A | Owns companies we recommend for divestment | 5 | 5 | 5 | 6 | X | Small Blend |
| MCSPX | BlackRock Advantage SMID Cap Inv C | Owns companies we recommend for divestment | 5 | 5 | 5 | 6 | X | Small Blend |
| MKSPX | BlackRock Advantage SMID Cap K | Owns companies we recommend for divestment | 5 | 5 | 5 | 6 | X | Small Blend |
| MRSPX | BlackRock Advantage SMID Cap R | Owns companies we recommend for divestment | 5 | 5 | 5 | 6 | X | Small Blend |
| MARFX | BlackRock Mid-Cap Value Institutional | Owns companies we recommend for divestment | 5 | 4 | 5 | 5 | X | Mid-Cap Value |
| MDRFX | BlackRock Mid-Cap Value Investor A | Owns companies we recommend for divestment | 5 | 4 | 5 | 5 | X | Mid-Cap Value |
| MCRFX | BlackRock Mid-Cap Value Investor C | Owns companies we recommend for divestment | 5 | 4 | 5 | 5 | X | Mid-Cap Value |
| MJRFX | BlackRock Mid-Cap Value K | Owns companies we recommend for divestment | 5 | 4 | 5 | 5 | X | Mid-Cap Value |
| MRRFX | BlackRock Mid-Cap Value R | Owns companies we recommend for divestment | 5 | 4 | 5 | 5 | X | Mid-Cap Value |
| DBOCX | BNY Mellon Balanced Opportunity C | Owns companies we recommend for divestment | 5 | 8 | 14 | 7 | X | Moderate Allocation |
| LADIX | ClearBridge Tactical Dividend Income I | Owns companies we recommend for divestment | 5 | 2 | 10 | 6 | X | Large Value |
| DBORX | BNY Mellon Balanced Opportunity I | Owns companies we recommend for divestment | 5 | 8 | 14 | 7 | X | Moderate Allocation |
| THPBX | BNY Mellon Balanced Opportunity J | Owns companies we recommend for divestment | 5 | 8 | 14 | 7 | X | Moderate Allocation |
| DBOYX | BNY Mellon Balanced Opportunity Y | Owns companies we recommend for divestment | 5 | 8 | 14 | 7 | X | Moderate Allocation |
| DBOZX | BNY Mellon Balanced Opportunity Z | Owns companies we recommend for divestment | 5 | 8 | 14 | 7 | X | Moderate Allocation |
| DMIDX | BNY Mellon MidCap Index I | Owns companies we recommend for divestment | 5 | 7 | 7 | 9 | X | Mid-Cap Blend |
| PESPX | BNY Mellon MidCap Index Inv | Owns companies we recommend for divestment | 5 | 7 | 7 | 9 | X | Mid-Cap Blend |
| BBTIX | Bridge Builder Tax Managed Intl Eq | Owns companies we recommend for divestment | 5 | 4 | 16 | 5 | X | Foreign Large Blend |
| TAX | Cambria Tax Aware ETF | Owns companies we recommend for divestment | 5 | 7 | 8 | 7 | X | Large Value |
| CGDV | Capital Group Dividend Value ETF | Owns companies we recommend for divestment | 5 | 4 | 9 | 7 | X | Large Value |
| CUSEX | Capital Group US Equity | Owns companies we recommend for divestment | 5 | 6 | 9 | 10 | X | Large Blend |
| CFLGX | ClearBridge Tactical Dividend Income A | Owns companies we recommend for divestment | 5 | 2 | 10 | 6 | X | Large Value |
| SMDLX | ClearBridge Tactical Dividend Income C | Owns companies we recommend for divestment | 5 | 2 | 10 | 6 | X | Large Value |
| DALVX | Dunham Large Cap Value A | Owns companies we recommend for divestment | 5 | 7 | 12 | 7 | X | Large Value |
| DNLVX | Dunham Large Cap Value N | Owns companies we recommend for divestment | 5 | 7 | 12 | 7 | X | Large Value |
| PGEOX | George Putnam Balanced A | Owns companies we recommend for divestment | 5 | 9 | 16 | 10 | X | Moderate Allocation |
| FTCS | First Trust Capital Strength ETF | Owns companies we recommend for divestment | 5 | 5 | 8 | 5 | X | Large Blend |
| FTRIX | Fidelity Advisor Mega Cap Stock I | Owns companies we recommend for divestment | 5 | 6 | 14 | 8 | X | Large Blend |
| FTGRX | Fidelity Advisor Mega Cap Stock M | Owns companies we recommend for divestment | 5 | 6 | 14 | 8 | X | Large Blend |
| FZALX | Fidelity Advisor Mega Cap Stock Z | Owns companies we recommend for divestment | 5 | 6 | 14 | 8 | X | Large Blend |
| FAOFX | Fidelity Advisor Series Growth Opps | Owns companies we recommend for divestment | 5 | 7 | 13 | 7 | X | Large Growth |
| FBCG | Fidelity Blue Chip Growth ETF | Owns companies we recommend for divestment | 5 | 9 | 15 | 7 | X | Large Growth |
| FEOPX | Fidelity Enduring Opportunities | Owns companies we recommend for divestment | 5 | 7 | 9 | 11 | X | Global Large-Stock Growth |
| FENI | Fidelity Enhanced International ETF | Owns companies we recommend for divestment | 5 | 3 | 14 | 7 | X | Foreign Large Blend |
| FFSM | Fidelity Fundamental Small-Mid Cap ETF | Owns companies we recommend for divestment | 5 | 6 | 6 | 7 | X | Mid-Cap Blend |
| FGRTX | Fidelity Mega Cap Stock | Owns companies we recommend for divestment | 5 | 6 | 14 | 8 | X | Large Blend |
| FSWCX | Fidelity SAI US Value Index | Owns companies we recommend for divestment | 5 | 14 | 17 | 9 | X | Large Value |
| FDMLX | Fidelity Series Intrinsic Opps | Owns companies we recommend for divestment | 5 | 5 | 7 | 7 | X | Mid-Cap Value |
| EDOW | First Trust Dow 30 Equal Weight ETF | Owns companies we recommend for divestment | 5 | 5 | 10 | 3 | X | Large Value |
| FGTAX | Fidelity Advisor Mega Cap Stock A | Owns companies we recommend for divestment | 5 | 6 | 14 | 8 | X | Large Blend |
| FNX | First Trust Mid Cap Core AlphaDEX® ETF | Owns companies we recommend for divestment | 5 | 6 | 5 | 8 | X | Mid-Cap Blend |
| TDIV | First Trust NASDAQ Technology Div ETF | Owns companies we recommend for divestment | 5 | 2 | 6 | 7 | X | Technology |
| FTCE | First Trust New Cstrcts Cr Erns Ldrs ETF | Owns companies we recommend for divestment | 5 | 4 | 10 | 5 | X | Large Blend |
| ASET | FlexShares Real Assets Allocation ETF | Owns companies we recommend for divestment | 5 | 6 | 6 | 3 | X | Global Large-Stock Value |
| QLV | FlexShares US Quality Low Vol ETF | Owns companies we recommend for divestment | 5 | 8 | 11 | 9 | X | Large Blend |
| FISEX | Franklin Equity Income A | Owns companies we recommend for divestment | 5 | 4 | 8 | 4 | X | Large Value |
| FEIFX | Franklin Equity Income Adv | Owns companies we recommend for divestment | 5 | 4 | 8 | 4 | X | Large Value |
| FRETX | Franklin Equity Income C | Owns companies we recommend for divestment | 5 | 4 | 8 | 4 | X | Large Value |
| FREIX | Franklin Equity Income R | Owns companies we recommend for divestment | 5 | 4 | 8 | 4 | X | Large Value |
| FEIQX | Franklin Equity Income R6 | Owns companies we recommend for divestment | 5 | 4 | 8 | 4 | X | Large Value |
| FQTEX | Franklin Templeton SMACS: Series E Adv | Owns companies we recommend for divestment | 5 | 1 | 7 | 1 | X | Moderately Aggressive Allocation |
| FLQL | Franklin US Large Cap Mltfctr Idx ETF | Owns companies we recommend for divestment | 5 | 15 | 16 | 9 | X | Large Blend |
| FGRCX | Fidelity Advisor Mega Cap Stock C | Owns companies we recommend for divestment | 5 | 6 | 14 | 8 | X | Large Blend |
| FZAHX | Fidelity Advisor Growth Opps Z | Owns companies we recommend for divestment | 5 | 7 | 13 | 7 | X | Large Growth |
| MXJVX | Empower International Value Instl | Owns companies we recommend for divestment | 5 | 3 | 12 | 3 | X | Foreign Large Value |
| QKBGX | Federated Hermes MDT Balanced R6 | Owns companies we recommend for divestment | 5 | 11 | 14 | 10 | X | Moderate Allocation |
| MXIVX | Empower International Value Inv | Owns companies we recommend for divestment | 5 | 3 | 12 | 3 | X | Foreign Large Value |
| MXNZX | Empower S&P Mid Cap 400® Index Instl | Owns companies we recommend for divestment | 5 | 7 | 7 | 9 | X | Mid-Cap Blend |
| MXMDX | Empower S&P Mid Cap 400® Index Inv | Owns companies we recommend for divestment | 5 | 7 | 7 | 9 | X | Mid-Cap Blend |
| MXBUX | Empower S&P Mid Cap 400® Index L | Owns companies we recommend for divestment | 5 | 7 | 7 | 9 | X | Mid-Cap Blend |
| SIXL | ETC 6 Meridian Low Beta Eq Strat ETF | Owns companies we recommend for divestment | 5 | 8 | 7 | 6 | X | Mid-Cap Blend |
| SIXA | ETC 6 Meridian Mega Cap Equity ETF | Owns companies we recommend for divestment | 5 | 7 | 13 | 6 | X | Large Value |
| ISCAX | Federated Hermes Intl Small-Mid Co A | Owns companies we recommend for divestment | 5 | 1 | 4 | 1 | X | Foreign Small/Mid Growth |
| ISCCX | Federated Hermes Intl Small-Mid Co C | Owns companies we recommend for divestment | 5 | 1 | 4 | 1 | X | Foreign Small/Mid Growth |
| ISCIX | Federated Hermes Intl Small-Mid Co IS | Owns companies we recommend for divestment | 5 | 1 | 4 | 1 | X | Foreign Small/Mid Growth |
| QABGX | Federated Hermes MDT Balanced A | Owns companies we recommend for divestment | 5 | 11 | 14 | 10 | X | Moderate Allocation |
| QCBGX | Federated Hermes MDT Balanced C | Owns companies we recommend for divestment | 5 | 11 | 14 | 10 | X | Moderate Allocation |
| QIBGX | Federated Hermes MDT Balanced IS | Owns companies we recommend for divestment | 5 | 11 | 14 | 10 | X | Moderate Allocation |
| FLCV | Federated Hermes MDT Large Cap Value ETF | Owns companies we recommend for divestment | 5 | 7 | 7 | 4 | X | Large Value |
| FAGOX | Fidelity Advisor Growth Opps M | Owns companies we recommend for divestment | 5 | 7 | 13 | 7 | X | Large Growth |
| FMCRX | Federated Hermes Mid-Cap Index IS | Owns companies we recommend for divestment | 5 | 7 | 7 | 9 | X | Mid-Cap Blend |
| FMCLX | Federated Hermes Mid-Cap Index R6 | Owns companies we recommend for divestment | 5 | 7 | 7 | 9 | X | Mid-Cap Blend |
| FMDCX | Federated Hermes Mid-Cap Index Svc | Owns companies we recommend for divestment | 5 | 7 | 7 | 9 | X | Mid-Cap Blend |
| FDTOX | Fidelity Advisor Diversified Stock A | Owns companies we recommend for divestment | 5 | 11 | 13 | 10 | X | Large Blend |
| FDTCX | Fidelity Advisor Diversified Stock C | Owns companies we recommend for divestment | 5 | 11 | 13 | 10 | X | Large Blend |
| FDTIX | Fidelity Advisor Diversified Stock I | Owns companies we recommend for divestment | 5 | 11 | 13 | 10 | X | Large Blend |
| FDTEX | Fidelity Advisor Diversified Stock M | Owns companies we recommend for divestment | 5 | 11 | 13 | 10 | X | Large Blend |
| FDESX | Fidelity Advisor Diversified Stock O | Owns companies we recommend for divestment | 5 | 11 | 13 | 10 | X | Large Blend |
| FZACX | Fidelity Advisor Diversified Stock Z | Owns companies we recommend for divestment | 5 | 11 | 13 | 10 | X | Large Blend |
| FAGAX | Fidelity Advisor Growth Opps A | Owns companies we recommend for divestment | 5 | 7 | 13 | 7 | X | Large Growth |
| FACGX | Fidelity Advisor Growth Opps C | Owns companies we recommend for divestment | 5 | 7 | 13 | 7 | X | Large Growth |
| FAGCX | Fidelity Advisor Growth Opps I | Owns companies we recommend for divestment | 5 | 7 | 13 | 7 | X | Large Growth |
| BBMC | JPMorgan BetaBuilders US Mid Cap Eq ETF | Owns companies we recommend for divestment | 5 | 7 | 7 | 8 | X | Mid-Cap Blend |
| MCDS | JPMorgan Fundamental Data Sci Md Cor ETF | Owns companies we recommend for divestment | 5 | 4 | 3 | 6 | X | Mid-Cap Blend |
| VSEQX | Vanguard Strategic Equity Inv | Owns companies we recommend for divestment | 5 | 5 | 9 | 9 | X | Mid-Cap Blend |
| SSEAX | SEI Screened World Equity Ex-US A (SIIT) | Owns companies we recommend for divestment | 5 | 3 | 16 | 4 | X | Foreign Large Blend |
| RYLGX | Rydex S&P 500 Pure Growth A | Owns companies we recommend for divestment | 5 | 3 | 9 | 4 | X | Large Growth |
| RYGRX | Rydex S&P 500 Pure Growth C | Owns companies we recommend for divestment | 5 | 3 | 9 | 4 | X | Large Growth |
| RYAWX | Rydex S&P 500 Pure Growth H | Owns companies we recommend for divestment | 5 | 3 | 9 | 4 | X | Large Growth |
| RYLVX | Rydex S&P 500 Pure Value A | Owns companies we recommend for divestment | 5 | 10 | 8 | 6 | X | Large Value |
| RYVVX | Rydex S&P 500 Pure Value C | Owns companies we recommend for divestment | 5 | 10 | 8 | 6 | X | Large Value |
| RYZAX | Rydex S&P 500 Pure Value H | Owns companies we recommend for divestment | 5 | 10 | 8 | 6 | X | Large Value |
| SAHMX | SA International Value | Owns companies we recommend for divestment | 5 | 3 | 17 | 4 | X | Foreign Large Value |
| SFREX | Schwab Fundamental Global Real Estt Idx | Owns companies we recommend for divestment | 5 | 1 | 4 | 1 | X | Global Real Estate |
| SELCX | SEI Large Cap Growth F (SIMT) | Owns companies we recommend for divestment | 5 | 10 | 17 | 12 | X | Large Growth |
| SPGIX | SEI Large Cap Growth I (SIMT) | Owns companies we recommend for divestment | 5 | 10 | 17 | 12 | X | Large Growth |
| SLRYX | SEI Large Cap Growth Y (SIMT) | Owns companies we recommend for divestment | 5 | 10 | 17 | 12 | X | Large Growth |
| STMSX | SEI Tax-Managed Small/Mid Cap F (SIMT) | Owns companies we recommend for divestment | 5 | 3 | 6 | 8 | X | Small Blend |
| RYDKX | Rydex Dow Jones Industrial Average® C | Owns companies we recommend for divestment | 5 | 5 | 10 | 3 | X | Large Value |
| STMPX | SEI Tax-Managed Small/Mid Cap Y(SIMT) | Owns companies we recommend for divestment | 5 | 3 | 6 | 8 | X | Small Blend |
| SGLC | SGI U.S. Large Cap Core ETF | Owns companies we recommend for divestment | 5 | 12 | 13 | 11 | X | Large Blend |
| LVOLX | SGI US Large Cap Equity A | Owns companies we recommend for divestment | 5 | 10 | 8 | 8 | X | Large Blend |
| SGICX | SGI US Large Cap Equity C | Owns companies we recommend for divestment | 5 | 10 | 8 | 8 | X | Large Blend |
| SILVX | SGI US Large Cap Equity I | Owns companies we recommend for divestment | 5 | 10 | 8 | 8 | X | Large Blend |
| SPMIX | Shelton S&P Midcap Index Investor | Owns companies we recommend for divestment | 5 | 7 | 7 | 9 | X | Mid-Cap Blend |
| MIDKX | Shelton S&P Midcap Index K | Owns companies we recommend for divestment | 5 | 7 | 7 | 9 | X | Mid-Cap Blend |
| SDVGX | Sit Dividend Growth I | Owns companies we recommend for divestment | 5 | 5 | 10 | 8 | X | Large Blend |
| SDVSX | Sit Dividend Growth S | Owns companies we recommend for divestment | 5 | 5 | 10 | 8 | X | Large Blend |
| DIA | SPDR® Dow Jones Industrial Avrg ETF Tr | Owns companies we recommend for divestment | 5 | 5 | 10 | 3 | X | Large Value |
| SPMD | SPDR® Portfolio S&P 400™ Mid Cap ETF | Owns companies we recommend for divestment | 5 | 7 | 7 | 9 | X | Mid-Cap Blend |
| MDY | SPDR® S&P MIDCAP 400 ETF Trust | Owns companies we recommend for divestment | 5 | 7 | 7 | 9 | X | Mid-Cap Blend |
| RYDHX | Rydex Dow Jones Industrial Average® H | Owns companies we recommend for divestment | 5 | 5 | 10 | 3 | X | Large Value |
| RYDAX | Rydex Dow Jones Industrial Average® A | Owns companies we recommend for divestment | 5 | 5 | 10 | 3 | X | Large Value |
| PRDMX | T. Rowe Price Diversified Mid Cap Gr | Owns companies we recommend for divestment | 5 | 2 | 4 | 6 | X | Mid-Cap Growth |
| PMFPX | Principal MidCap S&P 400 Index R5 | Owns companies we recommend for divestment | 5 | 7 | 7 | 9 | X | Mid-Cap Blend |
| PZRAX | PIMCO RAE Global ex-US A | Owns companies we recommend for divestment | 5 | 0 | 14 | 1 | X | Foreign Large Value |
| PZRPX | PIMCO RAE Global ex-US I-2 | Owns companies we recommend for divestment | 5 | 0 | 14 | 1 | X | Foreign Large Value |
| PZRIX | PIMCO RAE Global ex-US Instl | Owns companies we recommend for divestment | 5 | 0 | 14 | 1 | X | Foreign Large Value |
| MAGA | Point Bridge America First ETF | Owns companies we recommend for divestment | 5 | 6 | 4 | 4 | X | Mid-Cap Value |
| PPIMX | Principal MidCap Growth III Inst | Owns companies we recommend for divestment | 5 | 5 | 5 | 7 | X | Mid-Cap Growth |
| PPQJX | Principal MidCap Growth III J | Owns companies we recommend for divestment | 5 | 5 | 5 | 7 | X | Mid-Cap Growth |
| PPQMX | Principal MidCap Growth III R3 | Owns companies we recommend for divestment | 5 | 5 | 5 | 7 | X | Mid-Cap Growth |
| PPQPX | Principal MidCap Growth III R5 | Owns companies we recommend for divestment | 5 | 5 | 5 | 7 | X | Mid-Cap Growth |
| MPSIX | Principal MidCap S&P 400 Index Inst | Owns companies we recommend for divestment | 5 | 7 | 7 | 9 | X | Mid-Cap Blend |
| PMFJX | Principal MidCap S&P 400 Index J | Owns companies we recommend for divestment | 5 | 7 | 7 | 9 | X | Mid-Cap Blend |
| PMFMX | Principal MidCap S&P 400 Index R3 | Owns companies we recommend for divestment | 5 | 7 | 7 | 9 | X | Mid-Cap Blend |
| PMAPX | Principal MidCap S&P 400 Index R6 | Owns companies we recommend for divestment | 5 | 7 | 7 | 9 | X | Mid-Cap Blend |
| RCGE | RockCreek Global Equality ETF | Owns companies we recommend for divestment | 5 | 8 | 6 | 10 | X | Global Large-Stock Blend |
| LGPIX | ProFunds Large Cap Growth Inv | Owns companies we recommend for divestment | 5 | 9 | 14 | 10 | X | Large Growth |
| LGPSX | ProFunds Large Cap Growth Svc | Owns companies we recommend for divestment | 5 | 9 | 14 | 10 | X | Large Growth |
| PMYAX | Putnam Core Equity Fund A | Owns companies we recommend for divestment | 5 | 10 | 15 | 9 | X | Large Blend |
| PMYCX | Putnam Core Equity Fund C | Owns companies we recommend for divestment | 5 | 10 | 15 | 9 | X | Large Blend |
| PMYZX | Putnam Core Equity Fund R | Owns companies we recommend for divestment | 5 | 10 | 15 | 9 | X | Large Blend |
| PMYTX | Putnam Core Equity Fund R6 | Owns companies we recommend for divestment | 5 | 10 | 15 | 9 | X | Large Blend |
| PMYYX | Putnam Core Equity Fund Y | Owns companies we recommend for divestment | 5 | 10 | 15 | 9 | X | Large Blend |
| PNRAX | Putnam Research A | Owns companies we recommend for divestment | 5 | 9 | 16 | 10 | X | Large Blend |
| PRACX | Putnam Research C | Owns companies we recommend for divestment | 5 | 9 | 16 | 10 | X | Large Blend |
| PRSRX | Putnam Research R | Owns companies we recommend for divestment | 5 | 9 | 16 | 10 | X | Large Blend |
| PLJMX | Putnam Research R6 | Owns companies we recommend for divestment | 5 | 9 | 16 | 10 | X | Large Blend |
| PURYX | Putnam Research Y | Owns companies we recommend for divestment | 5 | 9 | 16 | 10 | X | Large Blend |
| STXI | Strive International Developed Mkts ETF | Owns companies we recommend for divestment | 5 | 4 | 15 | 8 | X | Foreign Large Blend |
| RPTTX | T. Rowe Price Diversified Mid Cap Gr I | Owns companies we recommend for divestment | 5 | 2 | 4 | 6 | X | Mid-Cap Growth |
| PJIZX | PGIM Quant Solutions International Eq Z | Owns companies we recommend for divestment | 5 | 3 | 11 | 3 | X | Foreign Large Value |
| NANC | Unusual Whales Subversive Dem Trd ETF | Owns companies we recommend for divestment | 5 | 13 | 16 | 10 | X | Large Blend |
| TSLIX | Transamerica Small Cap Value I | Owns companies we recommend for divestment | 5 | 0 | 5 | 7 | X | Small Value |
| Transamerica Small Cap Value I2 | Owns companies we recommend for divestment | 5 | 0 | 5 | 7 | X | Small Value |
| TSLTX | Transamerica Small Cap Value I3 | Owns companies we recommend for divestment | 5 | 0 | 5 | 7 | X | Small Value |
| TRSLX | Transamerica Small Cap Value R | Owns companies we recommend for divestment | 5 | 0 | 5 | 7 | X | Small Value |
| TSLFX | Transamerica Small Cap Value R4 | Owns companies we recommend for divestment | 5 | 0 | 5 | 7 | X | Small Value |
| TSLRX | Transamerica Small Cap Value R6 | Owns companies we recommend for divestment | 5 | 0 | 5 | 7 | X | Small Value |
| IIVAX | Transamerica Small/Mid Cap Value A | Owns companies we recommend for divestment | 5 | 2 | 6 | 7 | X | Mid-Cap Value |
| IIVLX | Transamerica Small/Mid Cap Value C | Owns companies we recommend for divestment | 5 | 2 | 6 | 7 | X | Mid-Cap Value |
| TSVIX | Transamerica Small/Mid Cap Value I | Owns companies we recommend for divestment | 5 | 2 | 6 | 7 | X | Mid-Cap Value |
| TSMVX | Transamerica Small/Mid Cap Value I2 | Owns companies we recommend for divestment | 5 | 2 | 6 | 7 | X | Mid-Cap Value |
| TASMX | Transamerica Small/Mid Cap Value R6 | Owns companies we recommend for divestment | 5 | 2 | 6 | 7 | X | Mid-Cap Value |
| VMIDX | VALIC Company I Mid Cap Index | Owns companies we recommend for divestment | 5 | 7 | 7 | 9 | X | Mid-Cap Blend |
| TSLAX | Transamerica Small Cap Value A | Owns companies we recommend for divestment | 5 | 0 | 5 | 7 | X | Small Value |
| VEXRX | Vanguard Explorer Adm | Owns companies we recommend for divestment | 5 | 5 | 2 | 6 | X | Small Growth |
| VEXPX | Vanguard Explorer Inv | Owns companies we recommend for divestment | 5 | 5 | 2 | 6 | X | Small Growth |
| VEVFX | Vanguard Explorer Value Inv | Owns companies we recommend for divestment | 5 | 3 | 1 | 5 | X | Small Blend |
| VGWAX | Vanguard Global Wellington Admiral | Owns companies we recommend for divestment | 5 | 4 | 11 | 7 | X | Global Allocation |
| VGWLX | Vanguard Global Wellington Investor | Owns companies we recommend for divestment | 5 | 4 | 11 | 7 | X | Global Allocation |
| VUG | Vanguard Growth ETF | Owns companies we recommend for divestment | 5 | 9 | 14 | 10 | X | Large Growth |
| VIGAX | Vanguard Growth Index Admiral | Owns companies we recommend for divestment | 5 | 9 | 14 | 10 | X | Large Growth |
| VIGIX | Vanguard Growth Index Institutional | Owns companies we recommend for divestment | 5 | 9 | 14 | 10 | X | Large Growth |
| VIGRX | Vanguard Growth Index Investor | Owns companies we recommend for divestment | 5 | 9 | 14 | 10 | X | Large Growth |
| VMGRX | Vanguard Mid Cap Growth Inv | Owns companies we recommend for divestment | 5 | 1 | 2 | 7 | X | Mid-Cap Growth |
| IVOO | Vanguard S&P Mid-Cap 400 ETF | Owns companies we recommend for divestment | 5 | 7 | 7 | 9 | X | Mid-Cap Blend |
| VSPMX | Vanguard S&P Mid-Cap 400 Index I | Owns companies we recommend for divestment | 5 | 7 | 7 | 9 | X | Mid-Cap Blend |
| TSLCX | Transamerica Small Cap Value C | Owns companies we recommend for divestment | 5 | 0 | 5 | 7 | X | Small Value |
| DVND | Touchstone Dividend Select ETF | Owns companies we recommend for divestment | 5 | 4 | 10 | 4 | X | Large Value |
| PRFDX | T. Rowe Price Equity Income | Owns companies we recommend for divestment | 5 | 6 | 11 | 6 | X | Large Value |
| TQAIX | T. Rowe Price Integrated US Sm Gr Eq I | Owns companies we recommend for divestment | 5 | 1 | 3 | 4 | X | Small Growth |
| PAFDX | T. Rowe Price Equity Income Advisor | Owns companies we recommend for divestment | 5 | 6 | 11 | 6 | X | Large Value |
| TEQI | T. Rowe Price Equity Income ETF | Owns companies we recommend for divestment | 5 | 7 | 10 | 7 | X | Large Value |
| REIPX | T. Rowe Price Equity Income I | Owns companies we recommend for divestment | 5 | 6 | 11 | 6 | X | Large Value |
| RRFDX | T. Rowe Price Equity Income R | Owns companies we recommend for divestment | 5 | 6 | 11 | 6 | X | Large Value |
| TRZQX | T. Rowe Price Equity Income Z | Owns companies we recommend for divestment | 5 | 6 | 11 | 6 | X | Large Value |
| TRGVX | T. Rowe Price Glbl Val Eq | Owns companies we recommend for divestment | 5 | 6 | 8 | 7 | X | Global Large-Stock Value |
| PRIGX | T. Rowe Price Glbl Val Eq Cl I | Owns companies we recommend for divestment | 5 | 6 | 8 | 7 | X | Global Large-Stock Value |
| RPGEX | T. Rowe Price Global Growth Stock | Owns companies we recommend for divestment | 5 | 5 | 9 | 8 | X | Global Large-Stock Growth |
| PAGLX | T. Rowe Price Global Growth Stock Adv | Owns companies we recommend for divestment | 5 | 5 | 9 | 8 | X | Global Large-Stock Growth |
| RGGIX | T. Rowe Price Global Growth Stock I | Owns companies we recommend for divestment | 5 | 5 | 9 | 8 | X | Global Large-Stock Growth |
| PRDSX | T. Rowe Price Integrated US Sm Gr Eq | Owns companies we recommend for divestment | 5 | 1 | 3 | 4 | X | Small Growth |
| TQAAX | T. Rowe Price Integrated US Sm Gr Eq Adv | Owns companies we recommend for divestment | 5 | 1 | 3 | 4 | X | Small Growth |
| TQSMX | T. Rowe Price Integrated US SMCC Eq | Owns companies we recommend for divestment | 5 | 3 | 5 | 5 | X | Mid-Cap Blend |
| TLVIX | Thrivent Large Cap Value S | Owns companies we recommend for divestment | 5 | 2 | 14 | 4 | X | Large Value |
| TQSAX | T. Rowe Price Integrated US SMCC Eq Adv | Owns companies we recommend for divestment | 5 | 3 | 5 | 5 | X | Mid-Cap Blend |
| TQSIX | T. Rowe Price Integrated US SMCC Eq I | Owns companies we recommend for divestment | 5 | 3 | 5 | 5 | X | Mid-Cap Blend |
| TMSL | T. Rowe Price Small-Mid Cap ETF | Owns companies we recommend for divestment | 5 | 2 | 2 | 5 | X | Mid-Cap Blend |
| TEPLX | Templeton Growth A | Owns companies we recommend for divestment | 5 | 4 | 11 | 6 | X | Global Large-Stock Blend |
| TGADX | Templeton Growth Adv | Owns companies we recommend for divestment | 5 | 4 | 11 | 6 | X | Global Large-Stock Blend |
| FTGQX | Templeton Growth C | Owns companies we recommend for divestment | 5 | 4 | 11 | 6 | X | Global Large-Stock Blend |
| TEGRX | Templeton Growth R | Owns companies we recommend for divestment | 5 | 4 | 11 | 6 | X | Global Large-Stock Blend |
| FTGFX | Templeton Growth R6 | Owns companies we recommend for divestment | 5 | 4 | 11 | 6 | X | Global Large-Stock Blend |
| Thrivent Core Low Volatility Equity | Owns companies we recommend for divestment | 5 | 10 | 10 | 10 | X | Large Blend |
| TWAAX | Thrivent International Equity A | Owns companies we recommend for divestment | 5 | 1 | 20 | 4 | X | Foreign Large Blend |
| TWAIX | Thrivent International Equity S | Owns companies we recommend for divestment | 5 | 1 | 20 | 4 | X | Foreign Large Blend |
| AAUTX | Thrivent Large Cap Value A | Owns companies we recommend for divestment | 5 | 2 | 14 | 4 | X | Large Value |
| PQCCX | PGIM Quant Solutions Mid-Cap Index R6 | Owns companies we recommend for divestment | 5 | 7 | 7 | 9 | X | Mid-Cap Blend |
| PJRQX | PGIM Quant Solutions International Eq R6 | Owns companies we recommend for divestment | 5 | 3 | 11 | 3 | X | Foreign Large Value |
| JLCAX | JPMorgan US Large Cap Core Plus A | Owns companies we recommend for divestment | 5 | 10 | 14 | 10 | X | Large Blend |
| MVGMX | MFS Low Volatility Global Equity R4 | Owns companies we recommend for divestment | 5 | 7 | 6 | 6 | X | Global Large-Stock Blend |
| EQNSX | MFS Equity Income R2 | Owns companies we recommend for divestment | 5 | 6 | 6 | 6 | X | Large Value |
| EQNTX | MFS Equity Income R3 | Owns companies we recommend for divestment | 5 | 6 | 6 | 6 | X | Large Value |
| EQNUX | MFS Equity Income R4 | Owns companies we recommend for divestment | 5 | 6 | 6 | 6 | X | Large Value |
| EQNVX | MFS Equity Income R6 | Owns companies we recommend for divestment | 5 | 6 | 6 | 6 | X | Large Value |
| MVGAX | MFS Low Volatility Global Equity A | Owns companies we recommend for divestment | 5 | 7 | 6 | 6 | X | Global Large-Stock Blend |
| MVGBX | MFS Low Volatility Global Equity B | Owns companies we recommend for divestment | 5 | 7 | 6 | 6 | X | Global Large-Stock Blend |
| MVGCX | MFS Low Volatility Global Equity C | Owns companies we recommend for divestment | 5 | 7 | 6 | 6 | X | Global Large-Stock Blend |
| MVGIX | MFS Low Volatility Global Equity I | Owns companies we recommend for divestment | 5 | 7 | 6 | 6 | X | Global Large-Stock Blend |
| MVGJX | MFS Low Volatility Global Equity R1 | Owns companies we recommend for divestment | 5 | 7 | 6 | 6 | X | Global Large-Stock Blend |
| MVGKX | MFS Low Volatility Global Equity R2 | Owns companies we recommend for divestment | 5 | 7 | 6 | 6 | X | Global Large-Stock Blend |
| MVGLX | MFS Low Volatility Global Equity R3 | Owns companies we recommend for divestment | 5 | 7 | 6 | 6 | X | Global Large-Stock Blend |
| MVGNX | MFS Low Volatility Global Equity R6 | Owns companies we recommend for divestment | 5 | 7 | 6 | 6 | X | Global Large-Stock Blend |
| EQNIX | MFS Equity Income I | Owns companies we recommend for divestment | 5 | 6 | 6 | 6 | X | Large Value |
| MFRFX | MFS Research A | Owns companies we recommend for divestment | 5 | 4 | 11 | 9 | X | Large Blend |
| MFRBX | MFS Research B | Owns companies we recommend for divestment | 5 | 4 | 11 | 9 | X | Large Blend |
| MFRCX | MFS Research C | Owns companies we recommend for divestment | 5 | 4 | 11 | 9 | X | Large Blend |
| MRFIX | MFS Research I | Owns companies we recommend for divestment | 5 | 4 | 11 | 9 | X | Large Blend |
| MFRLX | MFS Research R1 | Owns companies we recommend for divestment | 5 | 4 | 11 | 9 | X | Large Blend |
| MSRRX | MFS Research R2 | Owns companies we recommend for divestment | 5 | 4 | 11 | 9 | X | Large Blend |
| MFRHX | MFS Research R3 | Owns companies we recommend for divestment | 5 | 4 | 11 | 9 | X | Large Blend |
| MFRJX | MFS Research R4 | Owns companies we recommend for divestment | 5 | 4 | 11 | 9 | X | Large Blend |
| MFRKX | MFS Research R6 | Owns companies we recommend for divestment | 5 | 4 | 11 | 9 | X | Large Blend |
| MSFRX | MFS Total Return A | Owns companies we recommend for divestment | 5 | 5 | 9 | 5 | X | Moderate Allocation |
| MTRBX | MFS Total Return B | Owns companies we recommend for divestment | 5 | 5 | 9 | 5 | X | Moderate Allocation |
| MTRCX | MFS Total Return C | Owns companies we recommend for divestment | 5 | 5 | 9 | 5 | X | Moderate Allocation |
| EQNRX | MFS Equity Income R1 | Owns companies we recommend for divestment | 5 | 6 | 6 | 6 | X | Large Value |
| EQNCX | MFS Equity Income C | Owns companies we recommend for divestment | 5 | 6 | 6 | 6 | X | Large Value |
| MSFFX | MFS Total Return R1 | Owns companies we recommend for divestment | 5 | 5 | 9 | 5 | X | Moderate Allocation |
| VGINX | JPMorgan US Value R6 | Owns companies we recommend for divestment | 5 | 6 | 10 | 6 | X | Large Value |
| JLPCX | JPMorgan US Large Cap Core Plus C | Owns companies we recommend for divestment | 5 | 10 | 14 | 10 | X | Large Blend |
| JLPSX | JPMorgan US Large Cap Core Plus I | Owns companies we recommend for divestment | 5 | 10 | 14 | 10 | X | Large Blend |
| JLPZX | JPMorgan US Large Cap Core Plus R2 | Owns companies we recommend for divestment | 5 | 10 | 14 | 10 | X | Large Blend |
| JCPRX | JPMorgan US Large Cap Core Plus R5 | Owns companies we recommend for divestment | 5 | 10 | 14 | 10 | X | Large Blend |
| JLPYX | JPMorgan US Large Cap Core Plus R6 | Owns companies we recommend for divestment | 5 | 10 | 14 | 10 | X | Large Blend |
| VGRIX | JPMorgan US Value A | Owns companies we recommend for divestment | 5 | 6 | 10 | 6 | X | Large Value |
| VGICX | JPMorgan US Value C | Owns companies we recommend for divestment | 5 | 6 | 10 | 6 | X | Large Value |
| VGIIX | JPMorgan US Value I | Owns companies we recommend for divestment | 5 | 6 | 10 | 6 | X | Large Value |
| VGRTX | JPMorgan US Value R2 | Owns companies we recommend for divestment | 5 | 6 | 10 | 6 | X | Large Value |
| JGAVX | JPMorgan US Value R3 | Owns companies we recommend for divestment | 5 | 6 | 10 | 6 | X | Large Value |
| JGRUX | JPMorgan US Value R4 | Owns companies we recommend for divestment | 5 | 6 | 10 | 6 | X | Large Value |
| VGIFX | JPMorgan US Value R5 | Owns companies we recommend for divestment | 5 | 6 | 10 | 6 | X | Large Value |
| LCRIX | Leuthold Core Investment Inst | Owns companies we recommend for divestment | 5 | 5 | 7 | 8 | X | Tactical Allocation |
| EQNBX | MFS Equity Income B | Owns companies we recommend for divestment | 5 | 6 | 6 | 6 | X | Large Value |
| LSVFX | LSV Global Managed Volatility Instl | Owns companies we recommend for divestment | 5 | 6 | 9 | 5 | X | Global Large-Stock Value |
| LVAFX | LSV Global Managed Volatility Investor | Owns companies we recommend for divestment | 5 | 6 | 9 | 5 | X | Global Large-Stock Value |
| LCORX | Managed Port Sr-Leuthold Cor InvtRet | Owns companies we recommend for divestment | 5 | 5 | 7 | 8 | X | Tactical Allocation |
| MEFAX | MassMutual Mid Cap Growth A | Owns companies we recommend for divestment | 5 | 2 | 3 | 7 | X | Mid-Cap Growth |
| MMELX | MassMutual Mid Cap Growth Adm | 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 |
| MEFNX | MassMutual Mid Cap Growth R3 | Owns companies we recommend for divestment | 5 | 2 | 3 | 7 | X | Mid-Cap Growth |
| MEFFX | MassMutual Mid Cap Growth R4 | Owns companies we recommend for divestment | 5 | 2 | 3 | 7 | X | Mid-Cap Growth |
| 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 |
| EQNAX | MFS Equity Income A | Owns companies we recommend for divestment | 5 | 6 | 6 | 6 | X | Large Value |
| MTRIX | MFS Total Return I | Owns companies we recommend for divestment | 5 | 5 | 9 | 5 | X | Moderate Allocation |
| MTRRX | MFS Total Return R2 | Owns companies we recommend for divestment | 5 | 5 | 9 | 5 | X | Moderate Allocation |
| PJRCX | PGIM Quant Solutions International Eq C | Owns companies we recommend for divestment | 5 | 3 | 11 | 3 | X | Foreign Large Value |
| OFALX | Olstein All Cap Value C | Owns companies we recommend for divestment | 5 | 6 | 9 | 8 | X | Large Value |
| NQGCX | Nuveen Global Equity Income C | Owns companies we recommend for divestment | 5 | 3 | 8 | 4 | X | Global Large-Stock Value |
| NQGIX | Nuveen Global Equity Income I | Owns companies we recommend for divestment | 5 | 3 | 8 | 4 | X | Global Large-Stock Value |
| TCLCX | Nuveen Large Cap Value A | Owns companies we recommend for divestment | 5 | 5 | 11 | 4 | X | Large Value |
| TRLHX | Nuveen Large Cap Value I | Owns companies we recommend for divestment | 5 | 5 | 11 | 4 | X | Large Value |
| TRCPX | Nuveen Large Cap Value Premier | Owns companies we recommend for divestment | 5 | 5 | 11 | 4 | X | Large Value |
| TRLIX | Nuveen Large Cap Value R6 | Owns companies we recommend for divestment | 5 | 5 | 11 | 4 | X | Large Value |
| TRLCX | Nuveen Large Cap Value Retire | Owns companies we recommend for divestment | 5 | 5 | 11 | 4 | X | Large Value |
| TRLWX | Nuveen Large Cap Value W | Owns companies we recommend for divestment | 5 | 5 | 11 | 4 | X | Large Value |
| IQSU | NYLI Candriam U.S. Large Cap Equity ETF | Owns companies we recommend for divestment | 5 | 13 | 11 | 11 | V | Large Blend |
| OFAVX | Olstein All Cap Value A | Owns companies we recommend for divestment | 5 | 6 | 9 | 8 | X | Large Value |
| OFAFX | Olstein All Cap Value Adv | Owns companies we recommend for divestment | 5 | 6 | 9 | 8 | X | Large Value |
| FFND | One Global ETF | Owns companies we recommend for divestment | 5 | 4 | 14 | 7 | X | Large Growth |
| NSCKX | Northern Small Cap Core K | Owns companies we recommend for divestment | 5 | 7 | 10 | 6 | X | Small Blend |
| PCPAX | PACE Large Co Value Equity A | Owns companies we recommend for divestment | 5 | 5 | 8 | 6 | X | Large Value |
| PCLVX | PACE Large Co Value Equity P | Owns companies we recommend for divestment | 5 | 5 | 8 | 6 | X | Large Value |
| PBQAX | PGIM Jennison Blend A | Owns companies we recommend for divestment | 5 | 10 | 17 | 10 | X | Large Growth |
| PRECX | PGIM Jennison Blend C | Owns companies we recommend for divestment | 5 | 10 | 17 | 10 | X | Large Growth |
| PBQQX | PGIM Jennison Blend R6 | Owns companies we recommend for divestment | 5 | 10 | 17 | 10 | X | Large Growth |
| PEQZX | PGIM Jennison Blend Z | Owns companies we recommend for divestment | 5 | 10 | 17 | 10 | X | Large Growth |
| PBEAX | PGIM Jennison Value A | Owns companies we recommend for divestment | 5 | 6 | 11 | 6 | X | Large Value |
| PEICX | PGIM Jennison Value C | Owns companies we recommend for divestment | 5 | 6 | 11 | 6 | X | Large Value |
| JDVRX | PGIM Jennison Value R | Owns companies we recommend for divestment | 5 | 6 | 11 | 6 | X | Large Value |
| PJVQX | PGIM Jennison Value R6 | Owns companies we recommend for divestment | 5 | 6 | 11 | 6 | X | Large Value |
| PEIZX | PGIM Jennison Value Z | Owns companies we recommend for divestment | 5 | 6 | 11 | 6 | X | Large Value |
| PJRAX | PGIM Quant Solutions International Eq A | Owns companies we recommend for divestment | 5 | 3 | 11 | 3 | X | Foreign Large Value |
| NQGAX | Nuveen Global Equity Income A | Owns companies we recommend for divestment | 5 | 3 | 8 | 4 | X | Global Large-Stock Value |
| NSGRX | Northern Small Cap Core I | Owns companies we recommend for divestment | 5 | 7 | 10 | 6 | X | Small Blend |
| MSFHX | MFS Total Return R3 | Owns companies we recommend for divestment | 5 | 5 | 9 | 5 | X | Moderate Allocation |
| GMXAX | Nationwide Mid Cap Market Idx A | Owns companies we recommend for divestment | 5 | 7 | 7 | 9 | X | Mid-Cap Blend |
| MSFJX | MFS Total Return R4 | Owns companies we recommend for divestment | 5 | 5 | 9 | 5 | X | Moderate Allocation |
| MSFKX | MFS Total Return R6 | Owns companies we recommend for divestment | 5 | 5 | 9 | 5 | X | Moderate Allocation |
| MAMEX | MoA Mid Cap Equity Index Fund | Owns companies we recommend for divestment | 5 | 7 | 7 | 9 | X | Mid-Cap Blend |
| MONTX | Monetta | Owns companies we recommend for divestment | 5 | 6 | 11 | 8 | X | Large Growth |
| TVRAX | NAA Allocation Fund A | Owns companies we recommend for divestment | 5 | 8 | 13 | 9 | X | Moderately Aggressive Allocation |
| TVRCX | NAA Allocation Fund C | Owns companies we recommend for divestment | 5 | 8 | 13 | 9 | X | Moderately Aggressive Allocation |
| TVRIX | NAA Allocation Fund Institutional | Owns companies we recommend for divestment | 5 | 8 | 13 | 9 | X | Moderately Aggressive Allocation |
| TVFRX | NAA Allocation Fund P | Owns companies we recommend for divestment | 5 | 8 | 13 | 9 | X | Moderately Aggressive Allocation |
| SEQAX | NAA World Equity Income A | Owns companies we recommend for divestment | 5 | 11 | 14 | 6 | X | Global Large-Stock Value |
| SFGCX | NAA World Equity Income C | Owns companies we recommend for divestment | 5 | 11 | 14 | 6 | X | Global Large-Stock Value |
| SEWIX | NAA World Equity Income Instl | Owns companies we recommend for divestment | 5 | 11 | 14 | 6 | X | Global Large-Stock Value |
| SEQPX | NAA World Equity Income P | Owns companies we recommend for divestment | 5 | 11 | 14 | 6 | X | Global Large-Stock Value |
| NWXQX | Nationwide Mid Cap Market Idx Instl Svc | Owns companies we recommend for divestment | 5 | 7 | 7 | 9 | X | Mid-Cap Blend |
| NOMIX | Northern Mid Cap Index | Owns companies we recommend for divestment | 5 | 7 | 7 | 9 | X | Mid-Cap Blend |
| GMXRX | Nationwide Mid Cap Market Idx R | Owns companies we recommend for divestment | 5 | 7 | 7 | 9 | X | Mid-Cap Blend |
| GMXIX | Nationwide Mid Cap Market Idx R6 | Owns companies we recommend for divestment | 5 | 7 | 7 | 9 | X | Mid-Cap Blend |
| 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 |
| NMIEX | Northern Active M International Equity | Owns companies we recommend for divestment | 5 | 1 | 6 | 2 | X | Foreign Large Blend |
| SWP | SWP Growth & Income ETF | Owns companies we recommend for divestment | 3 | 4 | 4 | 6 | X | Large Blend |
| TUG | STF Tactical Growth ETF | Owns companies we recommend for divestment | 3 | 6 | 13 | 6 | X | Tactical Allocation |
| FZAPX | Fidelity Advisor Stock Sel Z | Owns companies we recommend for divestment | 7 | 12 | 18 | 10 | X | Large Blend |
| RFDA | RiverFront Dynamic US Dividend Advtg ETF | Owns companies we recommend for divestment | 2 | 6 | 11 | 6 | X | Large Value |
| PIIDX | Principal International Equity R-6 | Owns companies we recommend for divestment | 2 | 1 | 3 | 2 | X | Foreign Large Blend |
| PRPPX | Principal International Equity R3 | Owns companies we recommend for divestment | 2 | 1 | 3 | 2 | X | Foreign Large Blend |
| PTPPX | Principal International Equity R5 | Owns companies we recommend for divestment | 2 | 1 | 3 | 2 | X | Foreign Large Blend |
| PGWIX | Principal MidCap Growth Inst | Owns companies we recommend for divestment | 2 | 1 | 2 | 2 | X | Mid-Cap Growth |
| PMGJX | Principal MidCap Growth J | Owns companies we recommend for divestment | 2 | 1 | 2 | 2 | X | Mid-Cap Growth |
| PFPPX | Principal MidCap Growth R3 | Owns companies we recommend for divestment | 2 | 1 | 2 | 2 | X | Mid-Cap Growth |
| PHPPX | Principal MidCap Growth R5 | Owns companies we recommend for divestment | 2 | 1 | 2 | 2 | X | Mid-Cap Growth |
| EQRR | ProShares Equities for Rising Rates ETF | Owns companies we recommend for divestment | 2 | 1 | 4 | 0 | X | Mid-Cap Value |
| TDV | ProShares S&PTech Div Arstcrts ETF | Owns companies we recommend for divestment | 2 | 2 | 4 | 3 | X | Technology |
| PCAFX | Prospector Capital Appreciation | Owns companies we recommend for divestment | 2 | 3 | 5 | 5 | X | Moderately Aggressive Allocation |
| PVAL | Putnam Focused Large Cap Value ETF | Owns companies we recommend for divestment | 2 | 3 | 6 | 4 | X | Large Value |
| RPNLX | RiverPark/Next Century Lg Gr Inst | Owns companies we recommend for divestment | 2 | 5 | 6 | 5 | X | Large Growth |
| PIEQ | Principal International Equity ETF | Owns companies we recommend for divestment | 2 | 0 | 2 | 1 | X | Foreign Large Blend |
| RPNRX | RiverPark/Next Century Lg Gr Retl | Owns companies we recommend for divestment | 2 | 5 | 6 | 5 | X | Large Growth |
| SQLV | Royce Quant Small-Cap Quality Value ETF | Owns companies we recommend for divestment | 2 | 4 | 2 | 2 | X | Small Value |
| RTXAX | Russell Inv Tax-Managed Real Assets A | Owns companies we recommend for divestment | 2 | 1 | 5 | 0 | X | Global Small/Mid Stock |
| RTXCX | Russell Inv Tax-Managed Real Assets C | Owns companies we recommend for divestment | 2 | 1 | 5 | 0 | X | Global Small/Mid Stock |
| RTXMX | Russell Inv Tax-Managed Real Assets M | Owns companies we recommend for divestment | 2 | 1 | 5 | 0 | X | Global Small/Mid Stock |
| RTXSX | Russell Inv Tax-Managed Real Assets S | Owns companies we recommend for divestment | 2 | 1 | 5 | 0 | X | Global Small/Mid Stock |
| RYBKX | Rydex Banking A | Owns companies we recommend for divestment | 2 | 6 | 0 | 6 | X | Financial |
| RYKCX | Rydex Banking C | Owns companies we recommend for divestment | 2 | 6 | 0 | 6 | X | Financial |
| RYKAX | Rydex Banking H | Owns companies we recommend for divestment | 2 | 6 | 0 | 6 | X | Financial |
| RYKIX | Rydex Banking Inv | Owns companies we recommend for divestment | 2 | 6 | 0 | 6 | X | Financial |
| RYENX | Rydex Energy A | Owns companies we recommend for divestment | 2 | 0 | 5 | 0 | X | Equity Energy |
| RYECX | Rydex Energy C | Owns companies we recommend for divestment | 2 | 0 | 5 | 0 | X | Equity Energy |
| PINIX | Principal International Equity Inst | Owns companies we recommend for divestment | 2 | 1 | 3 | 2 | X | Foreign Large Blend |
| PDARX | Principal Diversified Real Asset R6 | Owns companies we recommend for divestment | 2 | 1 | 4 | 0 | X | Global Allocation |
| RYEIX | Rydex Energy Inv | Owns companies we recommend for divestment | 2 | 0 | 5 | 0 | X | Equity Energy |
| MPLAX | Praxis International Index A | Owns companies we recommend for divestment | 2 | 5 | 14 | 9 | V | Foreign Large Blend |
| PAHVX | PGIM Jennison NextGeneration Glb Opps R6 | Owns companies we recommend for divestment | 2 | 3 | 1 | 2 | X | Global Small/Mid Stock |
| PAHUX | PGIM Jennison NextGeneration Glb Opps Z | Owns companies we recommend for divestment | 2 | 3 | 1 | 2 | X | Global Small/Mid Stock |
| PUDAX | PGIM Real Assets A | Owns companies we recommend for divestment | 2 | 0 | 4 | 0 | X | Moderate Allocation |
| PUDCX | PGIM Real Assets C | Owns companies we recommend for divestment | 2 | 0 | 4 | 0 | X | Moderate Allocation |
| PUDQX | PGIM Real Assets R6 | Owns companies we recommend for divestment | 2 | 0 | 4 | 0 | X | Moderate Allocation |
| PUDZX | PGIM Real Assets Z | Owns companies we recommend for divestment | 2 | 0 | 4 | 0 | X | Moderate Allocation |
| RAFE | PIMCO RAFI ESG US ETF | Owns companies we recommend for divestment | 2 | 9 | 16 | 8 | V | Large Value |
| IPFCX | Poplar Forest Cornerstone Investor | Owns companies we recommend for divestment | 2 | 1 | 3 | 1 | X | Moderately Aggressive Allocation |
| PFPFX | Poplar Forest Partners A | Owns companies we recommend for divestment | 2 | 1 | 3 | 1 | X | Mid-Cap Value |
| IPFPX | Poplar Forest Partners Institutional | Owns companies we recommend for divestment | 2 | 1 | 3 | 1 | X | Mid-Cap Value |
| PSQGX | Port Street Quality Growth Institutional | Owns companies we recommend for divestment | 2 | 4 | 4 | 5 | X | Moderate Allocation |
| MPLIX | Praxis International Index I | Owns companies we recommend for divestment | 2 | 5 | 14 | 9 | V | Foreign Large Blend |
| PGDRX | Principal Diversified Real Asset R3 | Owns companies we recommend for divestment | 2 | 1 | 4 | 0 | X | Global Allocation |
| CMNWX | Principal Capital Appreciation A | Owns companies we recommend for divestment | 2 | 5 | 9 | 7 | X | Large Blend |
| PWCIX | Principal Capital Appreciation Inst | Owns companies we recommend for divestment | 2 | 5 | 9 | 7 | X | Large Blend |
| PCAOX | Principal Capital Appreciation R3 | Owns companies we recommend for divestment | 2 | 5 | 9 | 7 | X | Large Blend |
| PCAQX | Principal Capital Appreciation R5 | Owns companies we recommend for divestment | 2 | 5 | 9 | 7 | X | Large Blend |
| PDIFX | Principal Diversified International R6 | Owns companies we recommend for divestment | 2 | 1 | 3 | 2 | X | Foreign Large Blend |
| PRWLX | Principal Diversified Intl A | Owns companies we recommend for divestment | 2 | 1 | 3 | 2 | X | Foreign Large Blend |
| PIIIX | Principal Diversified Intl Inst | Owns companies we recommend for divestment | 2 | 1 | 3 | 2 | X | Foreign Large Blend |
| PIIJX | Principal Diversified Intl J | Owns companies we recommend for divestment | 2 | 1 | 3 | 2 | X | Foreign Large Blend |
| PINRX | Principal Diversified Intl R3 | Owns companies we recommend for divestment | 2 | 1 | 3 | 2 | X | Foreign Large Blend |
| PINPX | Principal Diversified Intl R5 | Owns companies we recommend for divestment | 2 | 1 | 3 | 2 | X | Foreign Large Blend |
| PRDAX | Principal Diversified Real Asset A | Owns companies we recommend for divestment | 2 | 1 | 4 | 0 | X | Global Allocation |
| PDRDX | Principal Diversified Real Asset Instl | Owns companies we recommend for divestment | 2 | 1 | 4 | 0 | X | Global Allocation |
| RYEAX | Rydex Energy H | Owns companies we recommend for divestment | 2 | 0 | 5 | 0 | X | Equity Energy |
| RYSGX | Rydex S&P SmallCap 600 Pure Growth A | Owns companies we recommend for divestment | 2 | 2 | 1 | 4 | X | Small Growth |
| PAHSX | PGIM Jennison NextGeneration Glb Opps A | Owns companies we recommend for divestment | 2 | 3 | 1 | 2 | X | Global Small/Mid Stock |
| XSW | SPDR® S&P Software & Services ETF | Owns companies we recommend for divestment | 2 | 1 | 3 | 4 | X | Technology |
| SGFFX | Sparrow Growth A | Owns companies we recommend for divestment | 2 | 8 | 9 | 6 | X | Large Growth |
| SGFCX | Sparrow Growth C | Owns companies we recommend for divestment | 2 | 8 | 9 | 6 | X | Large Growth |
| SGNFX | Sparrow Growth No-Load | Owns companies we recommend for divestment | 2 | 8 | 9 | 6 | X | Large Growth |
| ESIX | SPDR S&P SmallCap 600 ESG ETF | Owns companies we recommend for divestment | 2 | 2 | 4 | 3 | V | Small Blend |
| NANR | SPDR S&P® North American Natural Res ETF | Owns companies we recommend for divestment | 2 | 1 | 3 | 0 | X | Natural Resources |
| XNTK | SPDR® NYSE Technology ETF | Owns companies we recommend for divestment | 2 | 3 | 10 | 5 | X | Technology |
| SLYV | SPDR® S&P 600 Small Cap Value ETF | Owns companies we recommend for divestment | 2 | 2 | 5 | 2 | X | Small Value |
| KBE | SPDR® S&P Bank ETF | Owns companies we recommend for divestment | 2 | 5 | 0 | 5 | X | Financial |
| GNR | SPDR® S&P Global Natural Resources ETF | Owns companies we recommend for divestment | 2 | 1 | 4 | 0 | X | Natural Resources |
| XOP | SPDR® S&P Oil & Gas Explor & Prodtn ETF | Owns companies we recommend for divestment | 2 | 0 | 3 | 0 | X | Equity Energy |
| KRE | SPDR® S&P Regional Banking ETF | Owns companies we recommend for divestment | 2 | 5 | 0 | 5 | X | Financial |
| RLY | SPDR® SSgA Multi-Asset Real Return ETF | Owns companies we recommend for divestment | 2 | 2 | 5 | 0 | X | Global Allocation |
| SPTE | SP Funds S&P Global Technology ETF | Owns companies we recommend for divestment | 2 | 3 | 6 | 7 | X | Technology |
| SPFFX | Sphere 500 Climate Fund | Owns companies we recommend for divestment | 2 | 14 | 20 | 12 | V | Large Blend |
| SOAEX | Spirit of America Energy A | Owns companies we recommend for divestment | 2 | 0 | 3 | 0 | X | Energy Limited Partnership |
| SACEX | Spirit of America Energy C | Owns companies we recommend for divestment | 2 | 0 | 3 | 0 | X | Energy Limited Partnership |
| SAIEX | Spirit of America Energy Institutional | Owns companies we recommend for divestment | 2 | 0 | 3 | 0 | X | Energy Limited Partnership |
| SIVIX | State Street Instl Small-Cap Equity Inv | Owns companies we recommend for divestment | 2 | 2 | 3 | 2 | X | Small Blend |
| SSQSX | State Street Instl Small-Cap Equity Svc | Owns companies we recommend for divestment | 2 | 2 | 3 | 2 | X | Small Blend |
| SNTKX | Steward International Enhanced Index A | Owns companies we recommend for divestment | 2 | 2 | 2 | 3 | X | Foreign Large Blend |
| SNTCX | Steward International Enhanced Index I | Owns companies we recommend for divestment | 2 | 2 | 2 | 3 | X | Foreign Large Blend |
| SNTFX | Steward International Enhanced Index R6 | Owns companies we recommend for divestment | 2 | 2 | 2 | 3 | X | Foreign Large Blend |
| SDIVX | Stock Dividend | Owns companies we recommend for divestment | 2 | 0 | 3 | 1 | X | Large Value |
| NEWZ | StockSnips AI-Powered Sen US ALL Cp ETF | Owns companies we recommend for divestment | 2 | 2 | 1 | 4 | X | Mid-Cap Blend |
| SAMM | Strategas Macro Momentum ETF | Owns companies we recommend for divestment | 2 | 1 | 3 | 1 | X | Large Blend |
| SPWO | SP Funds S&P World ETF | Owns companies we recommend for divestment | 2 | 3 | 6 | 5 | X | Foreign Large Growth |
| SOVF | Sovereign's Capital Flourish Fund | Owns companies we recommend for divestment | 2 | 3 | 2 | 2 | X | Mid-Cap Blend |
| RYWCX | Rydex S&P SmallCap 600 Pure Growth C | Owns companies we recommend for divestment | 2 | 2 | 1 | 4 | X | Small Growth |
| SCHE | Schwab Emerging Markets Equity ETF™ | Owns companies we recommend for divestment | 2 | 1 | 7 | 1 | X | Diversified Emerging Mkts |
| RYWAX | Rydex S&P SmallCap 600 Pure Growth H | Owns companies we recommend for divestment | 2 | 2 | 1 | 4 | X | Small Growth |
| RYTLX | Rydex Telecommunications A | Owns companies we recommend for divestment | 2 | 2 | 2 | 2 | X | Communications |
| RYCSX | Rydex Telecommunications C | Owns companies we recommend for divestment | 2 | 2 | 2 | 2 | X | Communications |
| RYMAX | Rydex Telecommunications H | Owns companies we recommend for divestment | 2 | 2 | 2 | 2 | X | Communications |
| RYMIX | Rydex Telecommunications Inv | Owns companies we recommend for divestment | 2 | 2 | 2 | 2 | X | Communications |
| SAEMX | SA Emerging Markets Value | Owns companies we recommend for divestment | 2 | 0 | 11 | 0 | X | Diversified Emerging Mkts |
| SPMAX | Saratoga Mid Capitalization A | Owns companies we recommend for divestment | 2 | 2 | 1 | 3 | X | Mid-Cap Blend |
| SPMCX | Saratoga Mid Capitalization C | Owns companies we recommend for divestment | 2 | 2 | 1 | 3 | X | Mid-Cap Blend |
| SMIPX | Saratoga Mid Capitalization I | Owns companies we recommend for divestment | 2 | 2 | 1 | 3 | X | Mid-Cap Blend |
| LENS | Sarmaya Thematic ETF | Owns companies we recommend for divestment | 2 | 0 | 4 | 0 | X | Global Large-Stock Growth |
| SRFMX | Sarofim Equity | Owns companies we recommend for divestment | 2 | 5 | 8 | 3 | X | Large Blend |
| SWANX | Schwab Core Equity | Owns companies we recommend for divestment | 2 | 5 | 10 | 7 | X | Large Blend |
| SWSCX | Schwab Small-Cap Equity | Owns companies we recommend for divestment | 2 | 1 | 3 | 0 | X | Small Blend |
| SFYF | SoFi Social 50 ETF | Owns companies we recommend for divestment | 2 | 8 | 13 | 6 | X | Large Growth |
| WIMVX | Segall Bryant & Hamill Glb All Cp Inst | Owns companies we recommend for divestment | 2 | 5 | 6 | 5 | X | Global Large-Stock Blend |
| WTMVX | Segall Bryant & Hamill Glb All Cp Retail | Owns companies we recommend for divestment | 2 | 5 | 6 | 5 | X | Global Large-Stock Blend |
| USSE | Segall Bryant & Hamill Select Equity ETF | Owns companies we recommend for divestment | 2 | 4 | 5 | 4 | X | Large Blend |
| CIEQX | Segall Bryant & Hamll Intl Eq Inst | Owns companies we recommend for divestment | 2 | 2 | 16 | 2 | X | Foreign Large Value |
| CIQRX | Segall Bryant & Hamll Intl Eq Retl | Owns companies we recommend for divestment | 2 | 2 | 16 | 2 | X | Foreign Large Value |
| SESVX | SEI Small Cap Value F (SIMT) | Owns companies we recommend for divestment | 2 | 6 | 4 | 6 | X | Small Value |
| SMVIX | SEI Small Cap Value I (SIMT) | Owns companies we recommend for divestment | 2 | 6 | 4 | 6 | X | Small Value |
| SPVYX | SEI Small Cap Value Y (SIMT) | Owns companies we recommend for divestment | 2 | 6 | 4 | 6 | X | Small Value |
| LEAD | Siren DIVCON Leaders Dividend ETF | Owns companies we recommend for divestment | 2 | 3 | 4 | 3 | X | Large Blend |
| IESGX | Sit ESG Growth I | Owns companies we recommend for divestment | 2 | 2 | 7 | 6 | V | Global Large-Stock Blend |
| SESGX | Sit ESG Growth S | Owns companies we recommend for divestment | 2 | 2 | 7 | 6 | V | Global Large-Stock Blend |
| SSMGX | Sit Small Cap Growth | Owns companies we recommend for divestment | 2 | 1 | 0 | 3 | X | Mid-Cap Growth |
| PAHTX | PGIM Jennison NextGeneration Glb Opps C | Owns companies we recommend for divestment | 2 | 3 | 1 | 2 | X | Global Small/Mid Stock |
| PNRZX | PGIM Jennison Natural Resources Z | Owns companies we recommend for divestment | 2 | 0 | 4 | 0 | X | Natural Resources |
| DRLL | Strive U.S. Energy ETF | Owns companies we recommend for divestment | 2 | 0 | 3 | 0 | X | Equity Energy |
| TREPX | Nuveen International Eq Premier | Owns companies we recommend for divestment | 2 | 0 | 5 | 1 | X | Foreign Large Blend |
| NMVZX | Nuance Mid Cap Value Z | Owns companies we recommend for divestment | 2 | 2 | 3 | 3 | X | Mid-Cap Value |
| FFEIX | Nuveen Dividend Value A | Owns companies we recommend for divestment | 2 | 3 | 6 | 5 | X | Large Value |
| FFECX | Nuveen Dividend Value C | Owns companies we recommend for divestment | 2 | 3 | 6 | 5 | X | Large Value |
| FAQIX | Nuveen Dividend Value I | Owns companies we recommend for divestment | 2 | 3 | 6 | 5 | X | Large Value |
| FFEFX | Nuveen Dividend Value R6 | Owns companies we recommend for divestment | 2 | 3 | 6 | 5 | X | Large Value |
| NULG | Nuveen ESG Large-Cap Growth ETF | Owns companies we recommend for divestment | 2 | 6 | 7 | 6 | V | Large Growth |
| NUGAX | Nuveen Global Dividend Growth A | Owns companies we recommend for divestment | 2 | 3 | 4 | 3 | X | Global Large-Stock Blend |
| NUGCX | Nuveen Global Dividend Growth C | Owns companies we recommend for divestment | 2 | 3 | 4 | 3 | X | Global Large-Stock Blend |
| NUGIX | Nuveen Global Dividend Growth I | Owns companies we recommend for divestment | 2 | 3 | 4 | 3 | X | Global Large-Stock Blend |
| TIERX | Nuveen International Eq A | Owns companies we recommend for divestment | 2 | 0 | 5 | 1 | X | Foreign Large Blend |
| TIEHX | Nuveen International Eq I | Owns companies we recommend for divestment | 2 | 0 | 5 | 1 | X | Foreign Large Blend |
| TIIEX | Nuveen International Eq R6 | Owns companies we recommend for divestment | 2 | 0 | 5 | 1 | X | Foreign Large Blend |
| NMVLX | Nuance Mid Cap Value Institutional | Owns companies we recommend for divestment | 2 | 2 | 3 | 3 | X | Mid-Cap Value |
| TRERX | Nuveen International Eq Retire | Owns companies we recommend for divestment | 2 | 0 | 5 | 1 | X | Foreign Large Blend |
| TIEWX | Nuveen International Eq W | Owns companies we recommend for divestment | 2 | 0 | 5 | 1 | X | Foreign Large Blend |
| FLRAX | Nuveen Large Cap Select A | Owns companies we recommend for divestment | 2 | 4 | 8 | 6 | X | Large Blend |
| FLYCX | Nuveen Large Cap Select C | Owns companies we recommend for divestment | 2 | 4 | 8 | 6 | X | Large Blend |
| FLRYX | Nuveen Large Cap Select I | Owns companies we recommend for divestment | 2 | 4 | 8 | 6 | X | Large Blend |
| FASEX | Nuveen Mid Cap Value 1 A | Owns companies we recommend for divestment | 2 | 0 | 3 | 1 | X | Mid-Cap Value |
| FACSX | Nuveen Mid Cap Value 1 C | Owns companies we recommend for divestment | 2 | 0 | 3 | 1 | X | Mid-Cap Value |
| FSEIX | Nuveen Mid Cap Value 1 I | Owns companies we recommend for divestment | 2 | 0 | 3 | 1 | X | Mid-Cap Value |
| FMVQX | Nuveen Mid Cap Value 1 R6 | Owns companies we recommend for divestment | 2 | 0 | 3 | 1 | X | Mid-Cap Value |
| TCMVX | Nuveen Mid Cap Value A | Owns companies we recommend for divestment | 2 | 0 | 4 | 1 | X | Mid-Cap Value |
| TRVHX | Nuveen Mid Cap Value I | Owns companies we recommend for divestment | 2 | 0 | 4 | 1 | X | Mid-Cap Value |
| TRVPX | Nuveen Mid Cap Value Premier | Owns companies we recommend for divestment | 2 | 0 | 4 | 1 | X | Mid-Cap Value |
| NMAVX | Nuance Mid Cap Value Investor | Owns companies we recommend for divestment | 2 | 2 | 3 | 3 | X | Mid-Cap Value |
| NGREX | Northern Global Real Estate Index | Owns companies we recommend for divestment | 2 | 0 | 3 | 0 | X | Global Real Estate |
| TRVRX | Nuveen Mid Cap Value Retire | Owns companies we recommend for divestment | 2 | 0 | 4 | 1 | X | Mid-Cap Value |
| NBMBX | Neuberger Berman Mid Cap Growth Adv | Owns companies we recommend for divestment | 2 | 1 | 1 | 2 | X | Mid-Cap Growth |
| NINLX | Neuberger Berman Intrinsic Value I | Owns companies we recommend for divestment | 2 | 1 | 2 | 3 | X | Small Blend |
| NRINX | Neuberger Berman Intrinsic Value R6 | Owns companies we recommend for divestment | 2 | 1 | 2 | 3 | X | Small Blend |
| NGDAX | Neuberger Berman Large Cap Growth A | Owns companies we recommend for divestment | 2 | 6 | 7 | 6 | X | Large Growth |
| NBGUX | Neuberger Berman Large Cap Growth Adv | Owns companies we recommend for divestment | 2 | 6 | 7 | 6 | X | Large Growth |
| NGDCX | Neuberger Berman Large Cap Growth C | Owns companies we recommend for divestment | 2 | 6 | 7 | 6 | X | Large Growth |
| NGDLX | Neuberger Berman Large Cap Growth Inst | Owns companies we recommend for divestment | 2 | 6 | 7 | 6 | X | Large Growth |
| NGUAX | Neuberger Berman Large Cap Growth Inv | Owns companies we recommend for divestment | 2 | 6 | 7 | 6 | X | Large Growth |
| NGDRX | Neuberger Berman Large Cap Growth R3 | Owns companies we recommend for divestment | 2 | 6 | 7 | 6 | X | Large Growth |
| NGRDX | Neuberger Berman Large Cap Growth R6 | Owns companies we recommend for divestment | 2 | 6 | 7 | 6 | X | Large Growth |
| NBGTX | Neuberger Berman Large Cap Growth Tr | Owns companies we recommend for divestment | 2 | 6 | 7 | 6 | X | Large Growth |
| NMGAX | Neuberger Berman Mid Cap Growth A | Owns companies we recommend for divestment | 2 | 1 | 1 | 2 | X | Mid-Cap Growth |
| NMGCX | Neuberger Berman Mid Cap Growth C | Owns companies we recommend for divestment | 2 | 1 | 1 | 2 | X | Mid-Cap Growth |
| ORSIX | North Square Dynamic Small Cap I | Owns companies we recommend for divestment | 2 | 2 | 2 | 2 | X | Small Blend |
| NBMLX | Neuberger Berman Mid Cap Growth Inst | Owns companies we recommend for divestment | 2 | 1 | 1 | 2 | X | Mid-Cap Growth |
| NMANX | Neuberger Berman Mid Cap Growth Inv | Owns companies we recommend for divestment | 2 | 1 | 1 | 2 | X | Mid-Cap Growth |
| NMGRX | Neuberger Berman Mid Cap Growth R3 | Owns companies we recommend for divestment | 2 | 1 | 1 | 2 | X | Mid-Cap Growth |
| NRMGX | Neuberger Berman Mid Cap Growth R6 | Owns companies we recommend for divestment | 2 | 1 | 1 | 2 | X | Mid-Cap Growth |
| NBMTX | Neuberger Berman Mid Cap Growth Tr | Owns companies we recommend for divestment | 2 | 1 | 1 | 2 | X | Mid-Cap Growth |
| NMUAX | Neuberger Berman Multi-Cap Opp A | Owns companies we recommend for divestment | 2 | 7 | 5 | 6 | X | Large Blend |
| NMUCX | Neuberger Berman Multi-Cap Opp C | Owns companies we recommend for divestment | 2 | 7 | 5 | 6 | X | Large Blend |
| NMUEX | Neuberger Berman Multi-Cap Opp E | Owns companies we recommend for divestment | 2 | 7 | 5 | 6 | X | Large Blend |
| NMULX | Neuberger Berman Multi-Cap Opp I | Owns companies we recommend for divestment | 2 | 7 | 5 | 6 | X | Large Blend |
| NCTWX | Nicholas II I | Owns companies we recommend for divestment | 2 | 0 | 1 | 3 | X | Mid-Cap Growth |
| NNTWX | Nicholas II N | Owns companies we recommend for divestment | 2 | 0 | 1 | 3 | X | Mid-Cap Growth |
| ORSAX | North Square Dynamic Sm Cp A | Owns companies we recommend for divestment | 2 | 2 | 2 | 2 | X | Small Blend |
| TIMVX | Nuveen Mid Cap Value R6 | Owns companies we recommend for divestment | 2 | 0 | 4 | 1 | X | Mid-Cap Value |
| NQVAX | Nuveen Multi Cap Value A | Owns companies we recommend for divestment | 2 | 4 | 7 | 5 | X | Mid-Cap Value |
| PJNQX | PGIM Jennison Natural Resources R6 | Owns companies we recommend for divestment | 2 | 0 | 4 | 0 | X | Natural Resources |
| EIEMX | Parametric Emerging Markets I | Owns companies we recommend for divestment | 2 | 1 | 7 | 1 | X | Diversified Emerging Mkts |
| OIIEX | Optimum International Instl | Owns companies we recommend for divestment | 2 | 1 | 5 | 1 | X | Foreign Large Blend |
| OALGX | Optimum Large Cap Growth A | Owns companies we recommend for divestment | 2 | 6 | 10 | 7 | X | Large Growth |
| OCLGX | Optimum Large Cap Growth C | Owns companies we recommend for divestment | 2 | 6 | 10 | 7 | X | Large Growth |
| OILGX | Optimum Large Cap Growth Instl | Owns companies we recommend for divestment | 2 | 6 | 10 | 7 | X | Large Growth |
| OTGAX | OTG Latin America A Shares | Owns companies we recommend for divestment | 2 | 0 | 2 | 0 | X | Latin America Stock |
| ICOW | Pacer Dev Mkts Intl Csh Cows 100 ETF | Owns companies we recommend for divestment | 2 | 2 | 7 | 1 | X | Foreign Large Value |
| PAMC | Pacer Lunt MidCap Multi-Factor Alt ETF | Owns companies we recommend for divestment | 2 | 2 | 1 | 2 | X | Mid-Cap Blend |
| BUL | Pacer US Cash Cows Growth ETF | Owns companies we recommend for divestment | 2 | 0 | 5 | 1 | X | Mid-Cap Blend |
| CALF | Pacer US Small Cap Cash Cows 100 ETF | Owns companies we recommend for divestment | 2 | 2 | 1 | 3 | X | Small Value |
| EAEMX | Parametric Emerging Markets A | Owns companies we recommend for divestment | 2 | 1 | 7 | 1 | X | Diversified Emerging Mkts |
| ECEMX | Parametric Emerging Markets C | Owns companies we recommend for divestment | 2 | 1 | 7 | 1 | X | Diversified Emerging Mkts |
| EREMX | Parametric Emerging Markets R6 | Owns companies we recommend for divestment | 2 | 1 | 7 | 1 | X | Diversified Emerging Mkts |
| OAIEX | Optimum International A | Owns companies we recommend for divestment | 2 | 1 | 5 | 1 | X | Foreign Large Blend |
| EITEX | Parametric Tax-Managed Emerg Mkt I | Owns companies we recommend for divestment | 2 | 1 | 6 | 1 | X | Diversified Emerging Mkts |
| PAGDX | Permanent Portfolio Aggressive Growth A | Owns companies we recommend for divestment | 2 | 1 | 4 | 2 | X | Large Blend |
| PAGHX | Permanent Portfolio Aggressive Growth C | Owns companies we recommend for divestment | 2 | 1 | 4 | 2 | X | Large Blend |
| PAGRX | Permanent Portfolio Aggressive Growth I | Owns companies we recommend for divestment | 2 | 1 | 4 | 2 | X | Large Blend |
| PJIAX | PGIM Jennison Focused Value A | Owns companies we recommend for divestment | 2 | 3 | 6 | 4 | X | Large Value |
| PJGCX | PGIM Jennison Focused Value C | Owns companies we recommend for divestment | 2 | 3 | 6 | 4 | X | Large Value |
| PJORX | PGIM Jennison Focused Value R | Owns companies we recommend for divestment | 2 | 3 | 6 | 4 | X | Large Value |
| PJOQX | PGIM Jennison Focused Value R6 | Owns companies we recommend for divestment | 2 | 3 | 6 | 4 | X | Large Value |
| PJGZX | PGIM Jennison Focused Value Z | Owns companies we recommend for divestment | 2 | 3 | 6 | 4 | X | Large Value |
| PGNAX | PGIM Jennison Natural Resources A | Owns companies we recommend for divestment | 2 | 0 | 4 | 0 | X | Natural Resources |
| PNRCX | PGIM Jennison Natural Resources C | Owns companies we recommend for divestment | 2 | 0 | 4 | 0 | X | Natural Resources |
| JNRRX | PGIM Jennison Natural Resources R | Owns companies we recommend for divestment | 2 | 0 | 4 | 0 | X | Natural Resources |
| OCIEX | Optimum International C | Owns companies we recommend for divestment | 2 | 1 | 5 | 1 | X | Foreign Large Blend |
| OFIGX | Oberweis Focused International Gr Fd | Owns companies we recommend for divestment | 2 | 1 | 6 | 1 | X | Foreign Large Growth |
| NQVCX | Nuveen Multi Cap Value C | Owns companies we recommend for divestment | 2 | 4 | 7 | 5 | X | Mid-Cap Value |
| MLRRX | NYLI Winslow Large Cap Growth Class R1 | Owns companies we recommend for divestment | 2 | 4 | 9 | 6 | X | Large Growth |
| NQVRX | Nuveen Multi Cap Value I | Owns companies we recommend for divestment | 2 | 4 | 7 | 5 | X | Mid-Cap Value |
| TCMGX | Nuveen Quant Mid Cap Growth A | Owns companies we recommend for divestment | 2 | 1 | 2 | 2 | X | Mid-Cap Growth |
| TCMHX | Nuveen Quant Mid Cap Growth I | Owns companies we recommend for divestment | 2 | 1 | 2 | 2 | X | Mid-Cap Growth |
| TRGPX | Nuveen Quant Mid Cap Growth Premier | Owns companies we recommend for divestment | 2 | 1 | 2 | 2 | X | Mid-Cap Growth |
| TRPWX | Nuveen Quant Mid Cap Growth R6 | Owns companies we recommend for divestment | 2 | 1 | 2 | 2 | X | Mid-Cap Growth |
| TRGMX | Nuveen Quant Mid Cap Growth Retire | Owns companies we recommend for divestment | 2 | 1 | 2 | 2 | X | Mid-Cap Growth |
| NSCR | Nuveen Sustainable Core ETF | Owns companies we recommend for divestment | 2 | 6 | 10 | 5 | V | Large Blend |
| NWLG | Nuveen Winslow Large-Cap Growth ESG ETF | Owns companies we recommend for divestment | 2 | 5 | 8 | 6 | V | Large Growth |
| IQSM | NYLI Candriam U.S. Mid Cap Equity ETF | Owns companies we recommend for divestment | 2 | 2 | 1 | 3 | V | Mid-Cap Blend |
| MLAAX | NYLI Winslow Large Cap Growth Class A | Owns companies we recommend for divestment | 2 | 4 | 9 | 6 | X | Large Growth |
| MLACX | NYLI Winslow Large Cap Growth Class C | Owns companies we recommend for divestment | 2 | 4 | 9 | 6 | X | Large Growth |
| MLAIX | NYLI Winslow Large Cap Growth Class I | Owns companies we recommend for divestment | 2 | 4 | 9 | 6 | X | Large Growth |
| MLRTX | NYLI Winslow Large Cap Growth Class R2 | Owns companies we recommend for divestment | 2 | 4 | 9 | 6 | X | Large Growth |
| OAZIX | Oakmark International R6 | Owns companies we recommend for divestment | 2 | 1 | 4 | 3 | X | Foreign Large Value |
| MLGRX | NYLI Winslow Large Cap Growth Class R3 | Owns companies we recommend for divestment | 2 | 4 | 9 | 6 | X | Large Growth |
| MLRSX | NYLI Winslow Large Cap Growth Class R6 | Owns companies we recommend for divestment | 2 | 4 | 9 | 6 | X | Large Growth |
| IWLG | NYLI Winslow Large Cap Growth ETF | Owns companies we recommend for divestment | 2 | 4 | 9 | 6 | X | Large Growth |
| MLINX | NYLI Winslow Large Cap Growth Inv Class | Owns companies we recommend for divestment | 2 | 4 | 9 | 6 | X | Large Growth |
| MLRMX | NYLI Winslow Large Cap Growth SIMPLE Cl | Owns companies we recommend for divestment | 2 | 4 | 9 | 6 | X | Large Growth |
| MYITX | NYLI WMC International Research Eq Cl A | Owns companies we recommend for divestment | 2 | 2 | 5 | 4 | X | Foreign Large Blend |
| MYICX | NYLI WMC International Research Eq Cl C | Owns companies we recommend for divestment | 2 | 2 | 5 | 4 | X | Foreign Large Blend |
| MYIIX | NYLI WMC International Research Eq Cl I | Owns companies we recommend for divestment | 2 | 2 | 5 | 4 | X | Foreign Large Blend |
| MYINX | NYLI WMC International Rsrch Eq Inv Cl | Owns companies we recommend for divestment | 2 | 2 | 5 | 4 | X | Foreign Large Blend |
| OAYIX | Oakmark International Advisor | Owns companies we recommend for divestment | 2 | 1 | 4 | 3 | X | Foreign Large Value |
| OANIX | Oakmark International Institutional | Owns companies we recommend for divestment | 2 | 1 | 4 | 3 | X | Foreign Large Value |
| OAKIX | Oakmark International Investor | Owns companies we recommend for divestment | 2 | 1 | 4 | 3 | X | Foreign Large Value |
| SAMT | Strategas Macro Thematic Opp ETF | Owns companies we recommend for divestment | 2 | 6 | 7 | 4 | X | Large Blend |
| PRGFX | T. Rowe Price Growth Stock | Owns companies we recommend for divestment | 2 | 3 | 7 | 5 | X | Large Growth |
| NINAX | Neuberger Berman Intrinsic Value A | Owns companies we recommend for divestment | 2 | 1 | 2 | 3 | X | Small Blend |
| STCIX | Virtus Silvant Large-Cap Growth Stk A | Owns companies we recommend for divestment | 2 | 5 | 9 | 6 | X | Large Growth |
| PPTCX | Virtus KAR Global Quality Dividend C | Owns companies we recommend for divestment | 2 | 0 | 4 | 0 | X | Global Large-Stock Value |
| PIPTX | Virtus KAR Global Quality Dividend I | Owns companies we recommend for divestment | 2 | 0 | 4 | 0 | X | Global Large-Stock Value |
| VGQRX | Virtus KAR Global Quality Dividend R6 | Owns companies we recommend for divestment | 2 | 0 | 4 | 0 | X | Global Large-Stock Value |
| PQNAX | Virtus NFJ Mid-Cap Value A | Owns companies we recommend for divestment | 2 | 2 | 2 | 3 | X | Mid-Cap Value |
| PQNCX | Virtus NFJ Mid-Cap Value C | Owns companies we recommend for divestment | 2 | 2 | 2 | 3 | X | Mid-Cap Value |
| PRNIX | Virtus NFJ Mid-Cap Value Inst | Owns companies we recommend for divestment | 2 | 2 | 2 | 3 | X | Mid-Cap Value |
| ANPRX | Virtus NFJ Mid-Cap Value R6 | Owns companies we recommend for divestment | 2 | 2 | 2 | 3 | X | Mid-Cap Value |
| PGWAX | Virtus Silvant Focused Growth A | Owns companies we recommend for divestment | 2 | 4 | 8 | 5 | X | Large Growth |
| PGWCX | Virtus Silvant Focused Growth C | Owns companies we recommend for divestment | 2 | 4 | 8 | 5 | X | Large Growth |
| PGFIX | Virtus Silvant Focused Growth Inst | Owns companies we recommend for divestment | 2 | 4 | 8 | 5 | X | Large Growth |
| AFGFX | Virtus Silvant Focused Growth R6 | Owns companies we recommend for divestment | 2 | 4 | 8 | 5 | X | Large Growth |
| STCAX | Virtus Silvant Large-Cap Growth Stk I | Owns companies we recommend for divestment | 2 | 5 | 9 | 6 | X | Large Growth |
| VECRX | Virtus KAR Equity Income R6 | Owns companies we recommend for divestment | 2 | 3 | 5 | 1 | X | Large Value |
| STCZX | Virtus Silvant Large-Cap Growth Stk R6 | Owns companies we recommend for divestment | 2 | 5 | 9 | 6 | X | Large Growth |
| IAVGX | Voya Growth and Income Port A | Owns companies we recommend for divestment | 2 | 3 | 8 | 4 | X | Large Blend |
| IIVGX | Voya Growth and Income Port I | Owns companies we recommend for divestment | 2 | 3 | 8 | 4 | X | Large Blend |
| ISVGX | Voya Growth and Income Port S | Owns companies we recommend for divestment | 2 | 3 | 8 | 4 | X | Large Blend |
| IGISX | Voya Growth and Income Port S2 | Owns companies we recommend for divestment | 2 | 3 | 8 | 4 | X | Large Blend |
| IEOPX | Voya Large Cap Growth Port A | Owns companies we recommend for divestment | 2 | 6 | 7 | 6 | X | Large Growth |
| IEOHX | Voya Large Cap Growth Port I | Owns companies we recommend for divestment | 2 | 6 | 7 | 6 | X | Large Growth |
| VRLCX | Voya Large Cap Growth Port R6 | Owns companies we recommend for divestment | 2 | 6 | 7 | 6 | X | Large Growth |
| IEOSX | Voya Large Cap Growth Port S | Owns companies we recommend for divestment | 2 | 6 | 7 | 6 | X | Large Growth |
| IEOTX | Voya Large Cap Growth Port S2 | Owns companies we recommend for divestment | 2 | 6 | 7 | 6 | X | Large Growth |
| IEDAX | Voya Large Cap Value A | Owns companies we recommend for divestment | 2 | 1 | 4 | 2 | X | Large Value |
| IEDCX | Voya Large Cap Value C | Owns companies we recommend for divestment | 2 | 1 | 4 | 2 | X | Large Value |
| PPTAX | Virtus KAR Global Quality Dividend A | Owns companies we recommend for divestment | 2 | 0 | 4 | 0 | X | Global Large-Stock Value |
| PXIIX | Virtus KAR Equity Income I | Owns companies we recommend for divestment | 2 | 3 | 5 | 1 | X | Large Value |
| IPEAX | Voya Large Cap Value Port A | Owns companies we recommend for divestment | 2 | 1 | 4 | 2 | X | Large Value |
| VEVCX | Victory Sycamore Established Value C | Owns companies we recommend for divestment | 2 | 2 | 3 | 3 | X | Mid-Cap Value |
| PISVX | Victory Pioneer Intrinsic Value A | Owns companies we recommend for divestment | 2 | 4 | 6 | 2 | X | Large Value |
| PVCCX | Victory Pioneer Intrinsic Value C | Owns companies we recommend for divestment | 2 | 4 | 6 | 2 | X | Large Value |
| PISYX | Victory Pioneer Intrinsic Value Y | Owns companies we recommend for divestment | 2 | 4 | 6 | 2 | X | Large Value |
| RSMOX | Victory RS Mid Cap Growth A | Owns companies we recommend for divestment | 2 | 2 | 1 | 2 | X | Mid-Cap Growth |
| RMOCX | Victory RS Mid Cap Growth C | Owns companies we recommend for divestment | 2 | 2 | 1 | 2 | X | Mid-Cap Growth |
| RMOMX | Victory RS Mid Cap Growth Member | Owns companies we recommend for divestment | 2 | 2 | 1 | 2 | X | Mid-Cap Growth |
| RMORX | Victory RS Mid Cap Growth R6 | Owns companies we recommend for divestment | 2 | 2 | 1 | 2 | X | Mid-Cap Growth |
| RMOYX | Victory RS Mid Cap Growth Y | Owns companies we recommend for divestment | 2 | 2 | 1 | 2 | X | Mid-Cap Growth |
| USSCX | Victory Science & Technology | Owns companies we recommend for divestment | 2 | 6 | 10 | 8 | X | Technology |
| USTCX | Victory Science & Technology Class A | Owns companies we recommend for divestment | 2 | 6 | 10 | 8 | X | Technology |
| VETAX | Victory Sycamore Established Value A | Owns companies we recommend for divestment | 2 | 2 | 3 | 3 | X | Mid-Cap Value |
| VEVIX | Victory Sycamore Established Value I | Owns companies we recommend for divestment | 2 | 2 | 3 | 3 | X | Mid-Cap Value |
| PGICX | Virtus KAR Equity Income C | Owns companies we recommend for divestment | 2 | 3 | 5 | 1 | X | Large Value |
| GETGX | Victory Sycamore Established Value R | Owns companies we recommend for divestment | 2 | 2 | 3 | 3 | X | Mid-Cap Value |
| VEVRX | Victory Sycamore Established Value R6 | Owns companies we recommend for divestment | 2 | 2 | 3 | 3 | X | Mid-Cap Value |
| VEVYX | Victory Sycamore Established Value Y | Owns companies we recommend for divestment | 2 | 2 | 3 | 3 | X | Mid-Cap Value |
| VFLO | VictoryShares Free Cash Flow ETF | Owns companies we recommend for divestment | 2 | 2 | 5 | 2 | X | Large Value |
| GFLW | VictoryShares Free Cash Flow Growth ETF | Owns companies we recommend for divestment | 2 | 3 | 9 | 5 | X | Large Growth |
| VILLX | Villere Balanced Inv | Owns companies we recommend for divestment | 2 | 1 | 3 | 2 | X | Moderately Aggressive Allocation |
| VLEQX | Villere Equity | Owns companies we recommend for divestment | 2 | 2 | 4 | 3 | X | Mid-Cap Blend |
| PDPAX | Virtus Duff & Phelps Real Asset A | Owns companies we recommend for divestment | 2 | 1 | 6 | 1 | X | Global Allocation |
| PDPCX | Virtus Duff & Phelps Real Asset C | Owns companies we recommend for divestment | 2 | 1 | 6 | 1 | X | Global Allocation |
| VADIX | Virtus Duff & Phelps Real Asset I | Owns companies we recommend for divestment | 2 | 1 | 6 | 1 | X | Global Allocation |
| VAABX | Virtus Duff & Phelps Real Asset R6 | Owns companies we recommend for divestment | 2 | 1 | 6 | 1 | X | Global Allocation |
| PDIAX | Virtus KAR Equity Income A | Owns companies we recommend for divestment | 2 | 3 | 5 | 1 | X | Large Value |
| IEDIX | Voya Large Cap Value I | Owns companies we recommend for divestment | 2 | 1 | 4 | 2 | X | Large Value |
| IPEIX | Voya Large Cap Value Port I | Owns companies we recommend for divestment | 2 | 1 | 4 | 2 | X | Large Value |
| GBVCX | Victory Pioneer Global Value C | Owns companies we recommend for divestment | 2 | 2 | 4 | 1 | V | Global Large-Stock Value |
| WCMVX | WCM Focused International Equity Ins | Owns companies we recommend for divestment | 2 | 1 | 3 | 1 | X | Foreign Large Blend |
| IACIX | VY® American Century Sm-Mid Cp Val I | Owns companies we recommend for divestment | 2 | 1 | 4 | 2 | X | Mid-Cap Value |
| IASSX | VY® American Century Sm-Mid Cp Val S | Owns companies we recommend for divestment | 2 | 1 | 4 | 2 | X | Mid-Cap Value |
| ISMSX | VY® American Century Sm-Mid Cp Val S2 | Owns companies we recommend for divestment | 2 | 1 | 4 | 2 | X | Mid-Cap Value |
| IGEAX | VY® T. Rowe Price Growth Equity A | Owns companies we recommend for divestment | 2 | 3 | 7 | 5 | X | Large Growth |
| ITGIX | VY® T. Rowe Price Growth Equity I | Owns companies we recommend for divestment | 2 | 3 | 7 | 5 | X | Large Growth |
| ITGSX | VY® T. Rowe Price Growth Equity S | Owns companies we recommend for divestment | 2 | 3 | 7 | 5 | X | Large Growth |
| ITRGX | VY® T. Rowe Price Growth Equity S2 | Owns companies we recommend for divestment | 2 | 3 | 7 | 5 | X | Large Growth |
| WAYFX | Waycross Focused Core Equity Fund | Owns companies we recommend for divestment | 2 | 5 | 8 | 3 | X | Large Blend |
| WBIF | WBI BullBear Value 3000 ETF | Owns companies we recommend for divestment | 2 | 7 | 6 | 5 | X | Tactical Allocation |
| WBIG | WBI BullBear Yield 3000 ETF | Owns companies we recommend for divestment | 2 | 6 | 9 | 6 | X | Tactical Allocation |
| WBIY | WBI Power Factor® High Dividend ETF | Owns companies we recommend for divestment | 2 | 3 | 3 | 4 | X | Mid-Cap Value |
| WLIVX | WCM Focused International Equity Inv | Owns companies we recommend for divestment | 2 | 1 | 3 | 1 | X | Foreign Large Blend |
| Voya VACS Series Eme | Owns companies we recommend for divestment | 2 | 0 | 5 | 0 | X | Diversified Emerging Mkts |
| WCMIX | WCM Focused International Growth Instl | Owns companies we recommend for divestment | 2 | 0 | 2 | 0 | X | Foreign Large Growth |
| WCMRX | WCM Focused International Growth Inv | Owns companies we recommend for divestment | 2 | 0 | 2 | 0 | X | Foreign Large Growth |
| WCMAX | WCM Mid Cap Quality Value Institutional | Owns companies we recommend for divestment | 2 | 0 | 1 | 2 | X | Mid-Cap Blend |
| WMIDX | WCM Mid Cap Quality Value Investor | Owns companies we recommend for divestment | 2 | 0 | 1 | 2 | X | Mid-Cap Blend |
| WMVYX | WCM Mid Cap Quality Value Y | Owns companies we recommend for divestment | 2 | 0 | 1 | 2 | X | Mid-Cap Blend |
| WLTG | WealthTrust DBS Long Term Growth ETF | Owns companies we recommend for divestment | 2 | 4 | 6 | 5 | X | Large Blend |
| WSACX | Wellington Shields All-Cap Instl | Owns companies we recommend for divestment | 2 | 5 | 9 | 6 | X | Large Growth |
| WMKGX | WesMark Large Company Fund | Owns companies we recommend for divestment | 2 | 4 | 9 | 7 | X | Large Blend |
| WMKSX | WesMark Small Company Fund | Owns companies we recommend for divestment | 2 | 0 | 1 | 3 | X | Small Blend |
| WQAIX | Westwood Quality AllCap Institutional | Owns companies we recommend for divestment | 2 | 2 | 4 | 6 | X | Large Value |
| WQAUX | Westwood Quality AllCap Ultra | Owns companies we recommend for divestment | 2 | 2 | 4 | 6 | X | Large Value |
| WEEI | Westwood Salient Enhanced Engy Inc ETF | Owns companies we recommend for divestment | 2 | 0 | 3 | 0 | X | Equity Energy |
| IASAX | VY® American Century Sm-Mid Cp Val A | Owns companies we recommend for divestment | 2 | 1 | 4 | 2 | X | Mid-Cap Value |
| IIGIX | Voya Multi-Manager International Eq I | Owns companies we recommend for divestment | 2 | 1 | 3 | 4 | X | Foreign Large Blend |
| VLCRX | Voya Large Cap Value Port R6 | Owns companies we recommend for divestment | 2 | 1 | 4 | 2 | X | Large Value |
| NMCCX | Voya MidCap Opportunities C | Owns companies we recommend for divestment | 2 | 1 | 1 | 2 | X | Mid-Cap Growth |
| IPESX | Voya Large Cap Value Port S | Owns companies we recommend for divestment | 2 | 1 | 4 | 2 | X | Large Value |
| IPETX | Voya Large Cap Value Port S2 | Owns companies we recommend for divestment | 2 | 1 | 4 | 2 | X | Large Value |
| IEDRX | Voya Large Cap Value R | Owns companies we recommend for divestment | 2 | 1 | 4 | 2 | X | Large Value |
| IEDZX | Voya Large Cap Value R6 | Owns companies we recommend for divestment | 2 | 1 | 4 | 2 | X | Large Value |
| IWEDX | Voya Large Cap Value W | Owns companies we recommend for divestment | 2 | 1 | 4 | 2 | X | Large Value |
| NLCAX | Voya Large-Cap Growth A | Owns companies we recommend for divestment | 2 | 6 | 7 | 6 | X | Large Growth |
| NLCCX | Voya Large-Cap Growth C | Owns companies we recommend for divestment | 2 | 6 | 7 | 6 | X | Large Growth |
| PLCIX | Voya Large-Cap Growth I | Owns companies we recommend for divestment | 2 | 6 | 7 | 6 | X | Large Growth |
| VGORX | Voya Large-Cap Growth R | Owns companies we recommend for divestment | 2 | 6 | 7 | 6 | X | Large Growth |
| VGOSX | Voya Large-Cap Growth R6 | Owns companies we recommend for divestment | 2 | 6 | 7 | 6 | X | Large Growth |
| IGOWX | Voya Large-Cap Growth W | Owns companies we recommend for divestment | 2 | 6 | 7 | 6 | X | Large Growth |
| NMCAX | Voya MidCap Opportunities A | Owns companies we recommend for divestment | 2 | 1 | 1 | 2 | X | Mid-Cap Growth |
| NMCIX | Voya MidCap Opportunities I | Owns companies we recommend for divestment | 2 | 1 | 1 | 2 | X | Mid-Cap Growth |
| IEMLX | Voya Multi-Manager Emerging Markets Eq W | Owns companies we recommend for divestment | 2 | 0 | 5 | 0 | X | Diversified Emerging Mkts |
| IAMOX | Voya MidCap Opportunities Port A | Owns companies we recommend for divestment | 2 | 1 | 1 | 2 | X | Mid-Cap Growth |
| IIMOX | Voya MidCap Opportunities Port I | Owns companies we recommend for divestment | 2 | 1 | 1 | 2 | X | Mid-Cap Growth |
| VMCRX | Voya MidCap Opportunities Port R6 | Owns companies we recommend for divestment | 2 | 1 | 1 | 2 | X | Mid-Cap Growth |
| ISMOX | Voya MidCap Opportunities Port S | Owns companies we recommend for divestment | 2 | 1 | 1 | 2 | X | Mid-Cap Growth |
| IMOPX | Voya MidCap Opportunities Port S2 | Owns companies we recommend for divestment | 2 | 1 | 1 | 2 | X | Mid-Cap Growth |
| IMORX | Voya MidCap Opportunities R | Owns companies we recommend for divestment | 2 | 1 | 1 | 2 | X | Mid-Cap Growth |
| IMOZX | Voya MidCap Opportunities R6 | Owns companies we recommend for divestment | 2 | 1 | 1 | 2 | X | Mid-Cap Growth |
| IMOWX | Voya MidCap Opportunities W | Owns companies we recommend for divestment | 2 | 1 | 1 | 2 | X | Mid-Cap Growth |
| IEMHX | Voya Multi-Manager Emerging Markets Eq A | Owns companies we recommend for divestment | 2 | 0 | 5 | 0 | X | Diversified Emerging Mkts |
| IEMJX | Voya Multi-Manager Emerging Markets Eq C | Owns companies we recommend for divestment | 2 | 0 | 5 | 0 | X | Diversified Emerging Mkts |
| IEMGX | Voya Multi-Manager Emerging Markets Eq I | Owns companies we recommend for divestment | 2 | 0 | 5 | 0 | X | Diversified Emerging Mkts |
| IEMKX | Voya Multi-Manager Emerging Markets Eq R | Owns companies we recommend for divestment | 2 | 0 | 5 | 0 | X | Diversified Emerging Mkts |
| PSUYX | Victory Pioneer Global Value Y | Owns companies we recommend for divestment | 2 | 2 | 4 | 1 | V | Global Large-Stock Value |
| PGSVX | Victory Pioneer Global Value A | Owns companies we recommend for divestment | 2 | 2 | 4 | 1 | V | Global Large-Stock Value |
| TRSAX | T. Rowe Price Growth Stock Adv | Owns companies we recommend for divestment | 2 | 3 | 7 | 5 | X | Large Growth |
| TPHE | Timothy Plan High Dividend Stock Enh ETF | Owns companies we recommend for divestment | 2 | 1 | 2 | 1 | X | Mid-Cap Value |
| USRD | Themes US R&D Champions ETF | Owns companies we recommend for divestment | 2 | 2 | 6 | 3 | X | Large Blend |
| TIBAX | Thornburg Investment Income Builder A | Owns companies we recommend for divestment | 2 | 1 | 3 | 2 | X | Global Allocation |
| TIBCX | Thornburg Investment Income Builder C | Owns companies we recommend for divestment | 2 | 1 | 3 | 2 | X | Global Allocation |
| TIBIX | Thornburg Investment Income Builder I | Owns companies we recommend for divestment | 2 | 1 | 3 | 2 | X | Global Allocation |
| TIBRX | Thornburg Investment Income Builder R3 | Owns companies we recommend for divestment | 2 | 1 | 3 | 2 | X | Global Allocation |
| TIBGX | Thornburg Investment Income Builder R4 | Owns companies we recommend for divestment | 2 | 1 | 3 | 2 | X | Global Allocation |
| TIBMX | Thornburg Investment Income Builder R5 | Owns companies we recommend for divestment | 2 | 1 | 3 | 2 | X | Global Allocation |
| TIBOX | Thornburg Investment Income Builder R6 | Owns companies we recommend for divestment | 2 | 1 | 3 | 2 | X | Global Allocation |
| AASCX | Thrivent Mid Cap Stock A | Owns companies we recommend for divestment | 2 | 2 | 0 | 2 | X | Mid-Cap Blend |
| TMSIX | Thrivent Mid Cap Stock S | Owns companies we recommend for divestment | 2 | 2 | 0 | 2 | X | Mid-Cap Blend |
| TMCVX | Thrivent Mid Cap Value S | Owns companies we recommend for divestment | 2 | 1 | 2 | 2 | X | Mid-Cap Value |
| TPHD | Timothy Plan High Dividend Stock ETF | Owns companies we recommend for divestment | 2 | 1 | 2 | 1 | X | Mid-Cap Value |
| XLF | The Financial Select Sector SPDR® ETF | Owns companies we recommend for divestment | 2 | 3 | 1 | 2 | X | Financial |
| TPSC | Timothy Plan US Small Cap Core ETF | Owns companies we recommend for divestment | 2 | 4 | 4 | 5 | X | Small Blend |
| TOCQX | Tocqueville | Owns companies we recommend for divestment | 2 | 5 | 10 | 3 | X | Large Blend |
| SEBLX | Touchstone Balanced A | Owns companies we recommend for divestment | 2 | 4 | 9 | 5 | X | Moderate Allocation |
| SBACX | Touchstone Balanced C | Owns companies we recommend for divestment | 2 | 4 | 9 | 5 | X | Moderate Allocation |
| TBARX | Touchstone Balanced R6 | Owns companies we recommend for divestment | 2 | 4 | 9 | 5 | X | Moderate Allocation |
| SIBLX | Touchstone Balanced Y | Owns companies we recommend for divestment | 2 | 4 | 9 | 5 | X | Moderate Allocation |
| TFOAX | Touchstone Focused A | Owns companies we recommend for divestment | 2 | 4 | 9 | 5 | X | Large Blend |
| TFFCX | Touchstone Focused C | Owns companies we recommend for divestment | 2 | 4 | 9 | 5 | X | Large Blend |
| TFFIX | Touchstone Focused Instl | Owns companies we recommend for divestment | 2 | 4 | 9 | 5 | X | Large Blend |
| TFFYX | Touchstone Focused Y | Owns companies we recommend for divestment | 2 | 4 | 9 | 5 | X | Large Blend |
| SENCX | Touchstone Large Cap Focused A | Owns companies we recommend for divestment | 2 | 4 | 9 | 5 | X | Large Blend |
| SCSCX | Touchstone Large Cap Focused C | Owns companies we recommend for divestment | 2 | 4 | 9 | 5 | X | Large Blend |
| HWAY | Themes US Infrastructure ETF | Owns companies we recommend for divestment | 2 | 0 | 3 | 1 | X | Infrastructure |
| XLE | The Energy Select Sector SPDR® ETF | Owns companies we recommend for divestment | 2 | 0 | 3 | 0 | X | Equity Energy |
| TSRLX | Touchstone Large Cap Focused R6 | Owns companies we recommend for divestment | 2 | 4 | 9 | 5 | X | Large Blend |
| PRIKX | T. Rowe Price Real Assets I | Owns companies we recommend for divestment | 2 | 0 | 3 | 0 | X | Global Large-Stock Value |
| TGRW | T. Rowe Price Growth Stock ETF | Owns companies we recommend for divestment | 2 | 4 | 8 | 7 | X | Large Growth |
| PRUFX | T. Rowe Price Growth Stock I | Owns companies we recommend for divestment | 2 | 3 | 7 | 5 | X | Large Growth |
| RRGSX | T. Rowe Price Growth Stock R | Owns companies we recommend for divestment | 2 | 3 | 7 | 5 | X | Large Growth |
| TRJZX | T. Rowe Price Growth Stock Z | Owns companies we recommend for divestment | 2 | 3 | 7 | 5 | X | Large Growth |
| TPLGX | T. Rowe Price Instl Large Cap Core Gr | Owns companies we recommend for divestment | 2 | 5 | 9 | 6 | X | Large Growth |
| PRNEX | T. Rowe Price New Era | Owns companies we recommend for divestment | 2 | 0 | 3 | 0 | X | Natural Resources |
| TRNEX | T. Rowe Price New Era I | Owns companies we recommend for divestment | 2 | 0 | 3 | 0 | X | Natural Resources |
| PRNHX | T. Rowe Price New Horizons | Owns companies we recommend for divestment | 2 | 0 | 0 | 2 | X | Mid-Cap Growth |
| PRJIX | T. Rowe Price New Horizons I | Owns companies we recommend for divestment | 2 | 0 | 0 | 2 | X | Mid-Cap Growth |
| TRUZX | T. Rowe Price New Horizons Z | Owns companies we recommend for divestment | 2 | 0 | 0 | 2 | X | Mid-Cap Growth |
| PRAFX | T. Rowe Price Real Assets | Owns companies we recommend for divestment | 2 | 0 | 3 | 0 | X | Global Large-Stock Value |
| TRZRX | T. Rowe Price Real Assets Z | Owns companies we recommend for divestment | 2 | 0 | 3 | 0 | X | Global Large-Stock Value |
| PRNT | The 3D Printing ETF | Owns companies we recommend for divestment | 2 | 1 | 3 | 1 | X | Technology |
| PRSVX | T. Rowe Price Small-Cap Value | Owns companies we recommend for divestment | 2 | 2 | 3 | 2 | X | Small Blend |
| PASVX | T. Rowe Price Small-Cap Value Adv | Owns companies we recommend for divestment | 2 | 2 | 3 | 2 | X | Small Blend |
| PRVIX | T. Rowe Price Small-Cap Value I | Owns companies we recommend for divestment | 2 | 2 | 3 | 2 | X | Small Blend |
| TRZVX | T. Rowe Price Small-Cap Value Z | Owns companies we recommend for divestment | 2 | 2 | 3 | 2 | X | Small Blend |
| TGFRX | Tanaka Growth | Owns companies we recommend for divestment | 2 | 2 | 3 | 3 | X | Large Growth |
| AIFD | TCW Artificial Intelligence ETF | Owns companies we recommend for divestment | 2 | 4 | 7 | 5 | X | Technology |
| RSHO | Tema American Reshoring ETF | Owns companies we recommend for divestment | 2 | 0 | 4 | 0 | X | Industrials |
| TOLL | Tema Monopolies and Oligopolies ETF | Owns companies we recommend for divestment | 2 | 0 | 1 | 2 | X | Large Growth |
| TEMWX | Templeton World A | Owns companies we recommend for divestment | 2 | 3 | 8 | 7 | X | Global Large-Stock Blend |
| TWDAX | Templeton World Adv | Owns companies we recommend for divestment | 2 | 3 | 8 | 7 | X | Global Large-Stock Blend |
| TEWTX | Templeton World C | Owns companies we recommend for divestment | 2 | 3 | 8 | 7 | X | Global Large-Stock Blend |
| FTWRX | Templeton World R6 | Owns companies we recommend for divestment | 2 | 3 | 8 | 7 | X | Global Large-Stock Blend |
| SCRLX | Touchstone Large Cap Focused Instl | Owns companies we recommend for divestment | 2 | 4 | 9 | 5 | X | Large Blend |
| SICWX | Touchstone Large Cap Focused Y | Owns companies we recommend for divestment | 2 | 4 | 9 | 5 | X | Large Blend |
| MGOYX | Victory Munder Mid-Cap Core Growth Y | Owns companies we recommend for divestment | 2 | 1 | 3 | 5 | X | Mid-Cap Growth |
| VENAX | Vanguard Energy Index Admiral | Owns companies we recommend for divestment | 2 | 0 | 3 | 0 | X | Equity Energy |
| GHAYX | VanEck Global Resources Fund Y | Owns companies we recommend for divestment | 2 | 2 | 3 | 0 | X | Natural Resources |
| SMOT | VanEck Morningstar SMID Moat ETF | Owns companies we recommend for divestment | 2 | 1 | 4 | 4 | X | Mid-Cap Blend |
| MOAT | VanEck Morningstar Wide Moat ETF | Owns companies we recommend for divestment | 2 | 3 | 5 | 8 | X | Large Blend |
| HAP | VanEck Natural Resources ETF | Owns companies we recommend for divestment | 2 | 2 | 6 | 0 | X | Natural Resources |
| VHCAX | Vanguard Capital Opportunity Adm | Owns companies we recommend for divestment | 2 | 5 | 12 | 8 | X | Large Blend |
| VHCOX | Vanguard Capital Opportunity Inv | Owns companies we recommend for divestment | 2 | 5 | 12 | 8 | X | Large Blend |
| VEMAX | Vanguard Emerging Mkts Stock Idx Adm | Owns companies we recommend for divestment | 2 | 1 | 8 | 1 | X | Diversified Emerging Mkts |
| VEMRX | Vanguard Emerging Mkts Stock Idx InsPlus | Owns companies we recommend for divestment | 2 | 1 | 8 | 1 | X | Diversified Emerging Mkts |
| VEMIX | Vanguard Emerging Mkts Stock Idx Instl | Owns companies we recommend for divestment | 2 | 1 | 8 | 1 | X | Diversified Emerging Mkts |
| VEIEX | Vanguard Emerging Mkts Stock Idx Inv | Owns companies we recommend for divestment | 2 | 1 | 8 | 1 | X | Diversified Emerging Mkts |
| VDE | Vanguard Energy ETF | Owns companies we recommend for divestment | 2 | 0 | 3 | 0 | X | Equity Energy |
| VWO | Vanguard FTSE Emerging Markets ETF | Owns companies we recommend for divestment | 2 | 1 | 8 | 1 | X | Diversified Emerging Mkts |
| GHACX | VanEck Global Resources Fund C | Owns companies we recommend for divestment | 2 | 2 | 3 | 0 | X | Natural Resources |
| VZICX | Vanguard International Core Stock Adm | Owns companies we recommend for divestment | 2 | 1 | 5 | 1 | X | Foreign Large Blend |
| VWICX | Vanguard International Core Stock Inv | Owns companies we recommend for divestment | 2 | 1 | 5 | 1 | X | Foreign Large Blend |
| VTRIX | Vanguard International Value Inv | Owns companies we recommend for divestment | 2 | 2 | 4 | 6 | X | Foreign Large Value |
| MGK | Vanguard Mega Cap Growth ETF | Owns companies we recommend for divestment | 2 | 6 | 10 | 7 | X | Large Growth |
| VMGAX | Vanguard Mega Cap Growth Index Instl | Owns companies we recommend for divestment | 2 | 6 | 10 | 7 | X | Large Growth |
| VSMVX | Vanguard S&P Small-Cap 600 Val Idx Instl | Owns companies we recommend for divestment | 2 | 2 | 5 | 2 | X | Small Value |
| VIOV | Vanguard S&P Small-Cap 600 Value ETF | Owns companies we recommend for divestment | 2 | 2 | 5 | 2 | X | Small Value |
| VASVX | Vanguard Selected Value Inv | Owns companies we recommend for divestment | 2 | 2 | 2 | 1 | X | Mid-Cap Value |
| VYSVX | Vericimetry US Small Cap Value | Owns companies we recommend for divestment | 2 | 5 | 6 | 6 | X | Small Value |
| MGOAX | Victory Munder Mid-Cap Core Growth A | Owns companies we recommend for divestment | 2 | 1 | 3 | 5 | X | Mid-Cap Growth |
| MGOTX | Victory Munder Mid-Cap Core Growth C | Owns companies we recommend for divestment | 2 | 1 | 3 | 5 | X | Mid-Cap Growth |
| MGOSX | Victory Munder Mid-Cap Core Growth R6 | Owns companies we recommend for divestment | 2 | 1 | 3 | 5 | X | Mid-Cap Growth |
| GHAIX | VanEck Global Resources Fund I | Owns companies we recommend for divestment | 2 | 2 | 3 | 0 | X | Natural Resources |
| GHAAX | VanEck Global Resources Fund A | Owns companies we recommend for divestment | 2 | 2 | 3 | 0 | X | Natural Resources |
| LCF | Touchstone US Large Cap Focused ETF | Owns companies we recommend for divestment | 2 | 4 | 10 | 5 | X | Large Blend |
| Transamerica Mid Cap Growth I2 | Owns companies we recommend for divestment | 2 | 1 | 1 | 2 | X | Mid-Cap Growth |
| TOWTX | Towpath Technology Inst | Owns companies we recommend for divestment | 2 | 3 | 7 | 6 | X | Technology |
| TRWAX | Transamerica International Equity A | Owns companies we recommend for divestment | 2 | 2 | 6 | 1 | X | Foreign Large Value |
| TRWCX | Transamerica International Equity C | Owns companies we recommend for divestment | 2 | 2 | 6 | 1 | X | Foreign Large Value |
| TSWIX | Transamerica International Equity I | Owns companies we recommend for divestment | 2 | 2 | 6 | 1 | X | Foreign Large Value |
| TRWIX | Transamerica International Equity I2 | Owns companies we recommend for divestment | 2 | 2 | 6 | 1 | X | Foreign Large Value |
| TRWTX | Transamerica International Equity I3 | Owns companies we recommend for divestment | 2 | 2 | 6 | 1 | X | Foreign Large Value |
| TRWRX | Transamerica International Equity R | Owns companies we recommend for divestment | 2 | 2 | 6 | 1 | X | Foreign Large Value |
| TRWFX | Transamerica International Equity R4 | Owns companies we recommend for divestment | 2 | 2 | 6 | 1 | X | Foreign Large Value |
| TAINX | Transamerica International Equity R6 | Owns companies we recommend for divestment | 2 | 2 | 6 | 1 | X | Foreign Large Value |
| MCGAX | Transamerica Mid Cap Growth A | Owns companies we recommend for divestment | 2 | 1 | 1 | 2 | X | Mid-Cap Growth |
| MGTCX | Transamerica Mid Cap Growth C | Owns companies we recommend for divestment | 2 | 1 | 1 | 2 | X | Mid-Cap Growth |
| IMCGX | Transamerica Mid Cap Growth I | Owns companies we recommend for divestment | 2 | 1 | 1 | 2 | X | Mid-Cap Growth |
| TMITX | Transamerica Mid Cap Growth I3 | Owns companies we recommend for divestment | 2 | 1 | 1 | 2 | X | Mid-Cap Growth |
| DURA | VanEck Durable High Dividend ETF | Owns companies we recommend for divestment | 2 | 3 | 3 | 1 | X | Large Value |
| TMIRX | Transamerica Mid Cap Growth R | Owns companies we recommend for divestment | 2 | 1 | 1 | 2 | X | Mid-Cap Growth |
| TMIFX | Transamerica Mid Cap Growth R4 | Owns companies we recommend for divestment | 2 | 1 | 1 | 2 | X | Mid-Cap Growth |
| TAGFX | Transamerica Mid Cap Growth R6 | Owns companies we recommend for divestment | 2 | 1 | 1 | 2 | X | Mid-Cap Growth |
| ERNZ | TrueShares Active Yield ETF | Owns companies we recommend for divestment | 2 | 2 | 1 | 3 | X | Moderately Aggressive Allocation |
| USPVX | Union Street Partners Value A | Owns companies we recommend for divestment | 2 | 2 | 6 | 1 | X | Large Value |
| USPFX | Union Street Partners Value Advisor | Owns companies we recommend for divestment | 2 | 2 | 6 | 1 | X | Large Value |
| USPCX | Union Street Partners Value C | Owns companies we recommend for divestment | 2 | 2 | 6 | 1 | X | Large Value |
| VAPPX | VALIC Company I Capital Appreciation | Owns companies we recommend for divestment | 2 | 7 | 11 | 7 | X | Large Growth |
| VIOPX | VALIC Company I International Opps | Owns companies we recommend for divestment | 2 | 1 | 1 | 1 | X | Foreign Small/Mid Growth |
| VCSTX | VALIC Company I Science & Technology | Owns companies we recommend for divestment | 2 | 4 | 9 | 8 | X | Technology |
| VLEIX | Value Line Small Cap Opportunities Instl | Owns companies we recommend for divestment | 2 | 0 | 1 | 2 | X | Small Growth |
| VLEOX | Value Line Small Cap Opportunities Inv | Owns companies we recommend for divestment | 2 | 0 | 1 | 2 | X | Small Growth |
| NINCX | Neuberger Berman Intrinsic Value C | Owns companies we recommend for divestment | 2 | 1 | 2 | 3 | X | Small Blend |
| NILTX | Neuberger Berman International Sel Tr | Owns companies we recommend for divestment | 2 | 1 | 5 | 2 | X | Foreign Large Blend |
| BIGIX | William Blair International Growth I | Owns companies we recommend for divestment | 2 | 1 | 3 | 4 | X | Foreign Large Growth |
| JICPX | JHFunds2 Capital Appreciation 1 | Owns companies we recommend for divestment | 2 | 6 | 9 | 5 | X | Large Growth |
| JGETX | JHancock Global Equity R4 | Owns companies we recommend for divestment | 2 | 5 | 6 | 5 | X | Global Large-Stock Value |
| JGEMX | JHancock Global Equity R6 | Owns companies we recommend for divestment | 2 | 5 | 6 | 5 | X | Global Large-Stock Value |
| JACJX | JHancock Mid Cap Growth A | Owns companies we recommend for divestment | 2 | 1 | 1 | 2 | X | Mid-Cap Growth |
| JACLX | JHancock Mid Cap Growth C | Owns companies we recommend for divestment | 2 | 1 | 1 | 2 | X | Mid-Cap Growth |
| JACBX | JHancock Mid Cap Growth I | Owns companies we recommend for divestment | 2 | 1 | 1 | 2 | X | Mid-Cap Growth |
| JACFX | JHancock Mid Cap Growth NAV | Owns companies we recommend for divestment | 2 | 1 | 1 | 2 | X | Mid-Cap Growth |
| JACEX | JHancock Mid Cap Growth R6 | Owns companies we recommend for divestment | 2 | 1 | 1 | 2 | X | Mid-Cap Growth |
| FRBAX | JHancock Regional Bank A | Owns companies we recommend for divestment | 2 | 5 | 0 | 5 | X | Financial |
| FRBCX | JHancock Regional Bank C | Owns companies we recommend for divestment | 2 | 5 | 0 | 5 | X | Financial |
| JRBFX | JHancock Regional Bank I | Owns companies we recommend for divestment | 2 | 5 | 0 | 5 | X | Financial |
| JRGRX | JHancock Regional Bank R6 | Owns companies we recommend for divestment | 2 | 5 | 0 | 5 | X | Financial |
| JHCPX | JHFunds2 Capital Appreciation NAV | Owns companies we recommend for divestment | 2 | 6 | 9 | 5 | X | Large Growth |
| JHancock Global Equity NAV | Owns companies we recommend for divestment | 2 | 5 | 6 | 5 | X | Global Large-Stock Value |
| JNL Multi-Manager Intl Sm Cp A | Owns companies we recommend for divestment | 2 | 1 | 3 | 0 | X | Foreign Small/Mid Growth |
| JNL Multi-Manager Intl Sm Cp I | Owns companies we recommend for divestment | 2 | 1 | 3 | 0 | X | Foreign Small/Mid Growth |
| JNL/Harris Oakmark Global Equity A | Owns companies we recommend for divestment | 2 | 6 | 5 | 7 | X | Global Large-Stock Value |
| JNL/Harris Oakmark Global Equity I | Owns companies we recommend for divestment | 2 | 6 | 5 | 7 | X | Global Large-Stock Value |
| JNL/Invesco Global Growth A | Owns companies we recommend for divestment | 2 | 4 | 6 | 6 | X | Global Large-Stock Growth |
| JNL/Invesco Global Growth I | Owns companies we recommend for divestment | 2 | 4 | 6 | 6 | X | Global Large-Stock Growth |
| JNL/Loomis Sayles Global Growth A | Owns companies we recommend for divestment | 2 | 5 | 5 | 4 | X | Global Large-Stock Growth |
| JNL/Loomis Sayles Global Growth I | Owns companies we recommend for divestment | 2 | 5 | 5 | 4 | X | Global Large-Stock Growth |
| JNL/Mellon Energy Sector A | Owns companies we recommend for divestment | 2 | 0 | 3 | 0 | X | Equity Energy |
| JNL/Mellon Energy Sector I | Owns companies we recommend for divestment | 2 | 0 | 3 | 0 | X | Equity Energy |
| JNL/Morningstar SMID Moat Focus Index A | Owns companies we recommend for divestment | 2 | 1 | 4 | 4 | X | Mid-Cap Blend |
| JNL/Morningstar SMID Moat Focus Index I | Owns companies we recommend for divestment | 2 | 1 | 4 | 4 | X | Mid-Cap Blend |
| JGERX | JHancock Global Equity R2 | Owns companies we recommend for divestment | 2 | 5 | 6 | 5 | X | Global Large-Stock Value |
| JGEFX | JHancock Global Equity I | Owns companies we recommend for divestment | 2 | 5 | 6 | 5 | X | Global Large-Stock Value |
| JNL/Newton Equity Income I | Owns companies we recommend for divestment | 2 | 4 | 5 | 4 | X | Large Value |
| JMCVX | Janus Henderson Mid Cap Value T | Owns companies we recommend for divestment | 2 | 4 | 1 | 2 | X | Mid-Cap Value |
| IJS | iShares S&P Small-Cap 600 Value ETF | Owns companies we recommend for divestment | 2 | 2 | 5 | 2 | X | Small Value |
| IYE | iShares US Energy ETF | Owns companies we recommend for divestment | 2 | 0 | 4 | 0 | X | Equity Energy |
| IFRA | iShares US Infrastructure ETF | Owns companies we recommend for divestment | 2 | 0 | 3 | 1 | X | Infrastructure |
| IAT | iShares US Regional Banks ETF | Owns companies we recommend for divestment | 2 | 5 | 0 | 5 | X | Financial |
| JDPAX | Janus Henderson Mid Cap Value A | Owns companies we recommend for divestment | 2 | 4 | 1 | 2 | X | Mid-Cap Value |
| JMVCX | Janus Henderson Mid Cap Value C | Owns companies we recommend for divestment | 2 | 4 | 1 | 2 | X | Mid-Cap Value |
| JNMCX | Janus Henderson Mid Cap Value D | Owns companies we recommend for divestment | 2 | 4 | 1 | 2 | X | Mid-Cap Value |
| JMVAX | Janus Henderson Mid Cap Value I | Owns companies we recommend for divestment | 2 | 4 | 1 | 2 | X | Mid-Cap Value |
| JDPNX | Janus Henderson Mid Cap Value N | Owns companies we recommend for divestment | 2 | 4 | 1 | 2 | X | Mid-Cap Value |
| JDPRX | Janus Henderson Mid Cap Value R | Owns companies we recommend for divestment | 2 | 4 | 1 | 2 | X | Mid-Cap Value |
| JMVIX | Janus Henderson Mid Cap Value S | Owns companies we recommend for divestment | 2 | 4 | 1 | 2 | X | Mid-Cap Value |
| JVTAX | Janus Henderson Venture A | Owns companies we recommend for divestment | 2 | 2 | 1 | 3 | X | Small Growth |
| JGECX | JHancock Global Equity C | Owns companies we recommend for divestment | 2 | 5 | 6 | 5 | X | Global Large-Stock Value |
| JVTCX | Janus Henderson Venture C | Owns companies we recommend for divestment | 2 | 2 | 1 | 3 | X | Small Growth |
| JANVX | Janus Henderson Venture D | Owns companies we recommend for divestment | 2 | 2 | 1 | 3 | X | Small Growth |
| JVTIX | Janus Henderson Venture I | Owns companies we recommend for divestment | 2 | 2 | 1 | 3 | X | Small Growth |
| JVTNX | Janus Henderson Venture N | Owns companies we recommend for divestment | 2 | 2 | 1 | 3 | X | Small Growth |
| JVTSX | Janus Henderson Venture S | Owns companies we recommend for divestment | 2 | 2 | 1 | 3 | X | Small Growth |
| JAVTX | Janus Henderson Venture T | Owns companies we recommend for divestment | 2 | 2 | 1 | 3 | X | Small Growth |
| JAMVX | Janus Henderson VIT Mid Cap Value Instl | Owns companies we recommend for divestment | 2 | 4 | 1 | 2 | X | Mid-Cap Value |
| Janus Henderson VIT Mid Cap Value Svc | Owns companies we recommend for divestment | 2 | 4 | 1 | 2 | X | Mid-Cap Value |
| JDVI | JHancock Discp Val Intl Sel ETF | Owns companies we recommend for divestment | 2 | 1 | 3 | 3 | X | Foreign Large Value |
| JHancock Diversified Real Assets NAV | Owns companies we recommend for divestment | 2 | 1 | 5 | 0 | X | Global Large-Stock Blend |
| JHFEX | JHancock Fundamental Equity Inc I | Owns companies we recommend for divestment | 2 | 5 | 6 | 6 | X | Large Value |
| JHGEX | JHancock Global Equity A | Owns companies we recommend for divestment | 2 | 5 | 6 | 5 | X | Global Large-Stock Value |
| JNL/Newton Equity Income A | Owns companies we recommend for divestment | 2 | 4 | 5 | 4 | X | Large Value |
| JNL/T. Rowe Price Growth Stock A | Owns companies we recommend for divestment | 2 | 4 | 8 | 7 | X | Large Growth |
| QTOP | iShares Nasdaq Top 30 Stocks ETF | Owns companies we recommend for divestment | 2 | 5 | 10 | 5 | X | Large Growth |
| FIKDX | Kempner Multi-Cap Deep Value Instl | Owns companies we recommend for divestment | 2 | 2 | 3 | 2 | X | Large Value |
| JSVZX | JPMorgan Small Cap Value R2 | Owns companies we recommend for divestment | 2 | 3 | 4 | 3 | X | Small Value |
| JSVPX | JPMorgan Small Cap Value R3 | Owns companies we recommend for divestment | 2 | 3 | 4 | 3 | X | Small Value |
| JSVQX | JPMorgan Small Cap Value R4 | Owns companies we recommend for divestment | 2 | 3 | 4 | 3 | X | Small Value |
| JSVRX | JPMorgan Small Cap Value R5 | Owns companies we recommend for divestment | 2 | 3 | 4 | 3 | X | Small Value |
| JSVUX | JPMorgan Small Cap Value R6 | Owns companies we recommend for divestment | 2 | 3 | 4 | 3 | X | Small Value |
| JIGAX | JPMorgan U.S. GARP Equity A | Owns companies we recommend for divestment | 2 | 7 | 8 | 8 | X | Large Growth |
| JCICX | JPMorgan U.S. GARP Equity C | Owns companies we recommend for divestment | 2 | 7 | 8 | 8 | X | Large Growth |
| JPGSX | JPMorgan U.S. GARP Equity I | Owns companies we recommend for divestment | 2 | 7 | 8 | 8 | X | Large Growth |
| JIGZX | JPMorgan U.S. GARP Equity R2 | Owns companies we recommend for divestment | 2 | 7 | 8 | 8 | X | Large Growth |
| JGIRX | JPMorgan U.S. GARP Equity R5 | Owns companies we recommend for divestment | 2 | 7 | 8 | 8 | X | Large Growth |
| JGISX | JPMorgan U.S. GARP Equity R6 | Owns companies we recommend for divestment | 2 | 7 | 8 | 8 | X | Large Growth |
| FAKDX | Kempner Multi-Cap Deep Value Investor | Owns companies we recommend for divestment | 2 | 2 | 3 | 2 | X | Large Value |
| OSVCX | JPMorgan Small Cap Value C | Owns companies we recommend for divestment | 2 | 3 | 4 | 3 | X | Small Value |
| KMKAX | Kinetics Market Opportunities Adv A | Owns companies we recommend for divestment | 2 | 1 | 0 | 3 | X | Mid-Cap Growth |
| KMKCX | Kinetics Market Opportunities Adv C | Owns companies we recommend for divestment | 2 | 1 | 0 | 3 | X | Mid-Cap Growth |
| KMKYX | Kinetics Market Opportunities Inst | Owns companies we recommend for divestment | 2 | 1 | 0 | 3 | X | Mid-Cap Growth |
| KMKNX | Kinetics Market Opportunities No Load | Owns companies we recommend for divestment | 2 | 1 | 0 | 3 | X | Mid-Cap Growth |
| KSOAX | Kinetics Small Cap Opportunities Adv A | Owns companies we recommend for divestment | 2 | 2 | 1 | 3 | X | Small Growth |
| KSOCX | Kinetics Small Cap Opportunities Adv C | Owns companies we recommend for divestment | 2 | 2 | 1 | 3 | X | Small Growth |
| KSCYX | Kinetics Small Cap Opportunities Inst | Owns companies we recommend for divestment | 2 | 2 | 1 | 3 | X | Small Growth |
| KSCOX | Kinetics Small Cap Opportunities No Load | Owns companies we recommend for divestment | 2 | 2 | 1 | 3 | X | Small Growth |
| KSEA | KraneShares Rockefeller Ocean Eng ETF | Owns companies we recommend for divestment | 2 | 3 | 1 | 3 | V | Miscellaneous Sector |
| GESIX | Lazard Global Equity Select Port Instl | Owns companies we recommend for divestment | 2 | 4 | 6 | 9 | X | Global Large-Stock Growth |
| GESOX | Lazard Global Equity Select Port Open | Owns companies we recommend for divestment | 2 | 4 | 6 | 9 | X | Global Large-Stock Growth |
| LISIX | Lazard International Strategic Eq Instl | Owns companies we recommend for divestment | 2 | 0 | 3 | 2 | X | Foreign Large Blend |
| PSOPX | JPMorgan Small Cap Value I | Owns companies we recommend for divestment | 2 | 3 | 4 | 3 | X | Small Value |
| PSOAX | JPMorgan Small Cap Value A | Owns companies we recommend for divestment | 2 | 3 | 4 | 3 | X | Small Value |
| JNL/T. Rowe Price Growth Stock I | Owns companies we recommend for divestment | 2 | 4 | 8 | 7 | X | Large Growth |
| JGLO | JPMorgan Global Select Equity ETF | Owns companies we recommend for divestment | 2 | 4 | 8 | 5 | X | Global Large-Stock Blend |
| JNL/WCM Focused International Equity A | Owns companies we recommend for divestment | 2 | 0 | 2 | 0 | X | Foreign Large Growth |
| JNL/WCM Focused International Equity I | Owns companies we recommend for divestment | 2 | 0 | 2 | 0 | X | Foreign Large Growth |
| JNL/William Blair International Ldrs A | Owns companies we recommend for divestment | 2 | 0 | 3 | 3 | X | Foreign Large Growth |
| JNL/William Blair International Ldrs I | Owns companies we recommend for divestment | 2 | 0 | 3 | 3 | X | Foreign Large Growth |
| JNL/WMC Balanced A | Owns companies we recommend for divestment | 2 | 5 | 8 | 5 | X | Moderate Allocation |
| JNL/WMC Balanced I | Owns companies we recommend for divestment | 2 | 5 | 8 | 5 | X | Moderate Allocation |
| JINTX | Johnson International | Owns companies we recommend for divestment | 2 | 1 | 7 | 3 | X | Foreign Large Value |
| JGRO | JPMorgan Active Growth ETF | Owns companies we recommend for divestment | 2 | 7 | 10 | 6 | X | Large Growth |
| JPSV | JPMorgan Active Small Cap Value ETF | Owns companies we recommend for divestment | 2 | 1 | 2 | 1 | X | Small Value |
| JDIV | JPMorgan Dividend Leaders ETF | Owns companies we recommend for divestment | 2 | 4 | 7 | 4 | X | Global Large-Stock Value |
| EMREX | JPMorgan Emerging Mkts Rsrch Enh Eq I | Owns companies we recommend for divestment | 2 | 0 | 4 | 0 | X | Diversified Emerging Mkts |
| EMRSX | JPMorgan Emerging Mkts Rsrch Enh Eq R6 | Owns companies we recommend for divestment | 2 | 0 | 4 | 0 | X | Diversified Emerging Mkts |
| JIVE | JPMorgan International Value ETF | Owns companies we recommend for divestment | 2 | 3 | 5 | 1 | X | Foreign Large Value |
| VSENX | JPMorgan Small Cap Equity R6 | Owns companies we recommend for divestment | 2 | 1 | 3 | 0 | X | Small Blend |
| JEPQ | JPMorgan Nasdaq Equity Premium Inc ETF | Owns companies we recommend for divestment | 2 | 4 | 13 | 5 | X | Derivative Income |
| VSCOX | JPMorgan Small Cap Blend A | Owns companies we recommend for divestment | 2 | 3 | 3 | 3 | X | Small Blend |
| VSCCX | JPMorgan Small Cap Blend C | Owns companies we recommend for divestment | 2 | 3 | 3 | 3 | X | Small Blend |
| JDSCX | JPMorgan Small Cap Blend I | Owns companies we recommend for divestment | 2 | 3 | 3 | 3 | X | Small Blend |
| JSCHX | JPMorgan Small Cap Blend R6 | Owns companies we recommend for divestment | 2 | 3 | 3 | 3 | X | Small Blend |
| VSEAX | JPMorgan Small Cap Equity A | Owns companies we recommend for divestment | 2 | 1 | 3 | 0 | X | Small Blend |
| JSECX | JPMorgan Small Cap Equity C | Owns companies we recommend for divestment | 2 | 1 | 3 | 0 | X | Small Blend |
| VSEIX | JPMorgan Small Cap Equity I | Owns companies we recommend for divestment | 2 | 1 | 3 | 0 | X | Small Blend |
| JSEZX | JPMorgan Small Cap Equity R2 | Owns companies we recommend for divestment | 2 | 1 | 3 | 0 | X | Small Blend |
| JSEPX | JPMorgan Small Cap Equity R3 | Owns companies we recommend for divestment | 2 | 1 | 3 | 0 | X | Small Blend |
| JSEQX | JPMorgan Small Cap Equity R4 | Owns companies we recommend for divestment | 2 | 1 | 3 | 0 | X | Small Blend |
| JSERX | JPMorgan Small Cap Equity R5 | Owns companies we recommend for divestment | 2 | 1 | 3 | 0 | X | Small Blend |
| IGE | iShares North American Natural Res ETF | Owns companies we recommend for divestment | 2 | 0 | 3 | 0 | X | Natural Resources |
| QUAL | iShares MSCI USA Quality Factor ETF | Owns companies we recommend for divestment | 2 | 5 | 8 | 5 | X | Large Blend |
| RLITX | Lazard International Strategic Eq R6 | Owns companies we recommend for divestment | 2 | 0 | 3 | 2 | X | Foreign Large Blend |
| HWLZX | Hotchkis & Wiley Large Cap Fdml Value Z | Owns companies we recommend for divestment | 2 | 4 | 4 | 4 | X | Large Value |
| HNRIX | Hennessy Energy Transition Instl | Owns companies we recommend for divestment | 2 | 0 | 3 | 0 | X | Equity Energy |
| HNRGX | Hennessy Energy Transition Investor | Owns companies we recommend for divestment | 2 | 0 | 3 | 0 | X | Equity Energy |
| HDPBX | Hodges Blue Chip Equity Income Retail | Owns companies we recommend for divestment | 2 | 5 | 6 | 2 | X | Large Blend |
| HDPMX | Hodges Retail | Owns companies we recommend for divestment | 2 | 1 | 4 | 2 | X | Mid-Cap Blend |
| HSMBX | Horizon Multi-Factor Small/Mid Cap Adv | Owns companies we recommend for divestment | 2 | 4 | 2 | 5 | X | Small Blend |
| HSMNX | Horizon Multi-Factor Small/Mid Cap Inv | Owns companies we recommend for divestment | 2 | 4 | 2 | 5 | X | Small Blend |
| HWGAX | Hotchkis & Wiley Global Value A | Owns companies we recommend for divestment | 2 | 3 | 5 | 3 | X | Global Large-Stock Value |
| HWGIX | Hotchkis & Wiley Global Value I | Owns companies we recommend for divestment | 2 | 3 | 5 | 3 | X | Global Large-Stock Value |
| HWNIX | Hotchkis & Wiley International Value I | Owns companies we recommend for divestment | 2 | 1 | 3 | 3 | X | Foreign Large Value |
| HWLAX | Hotchkis & Wiley Large Cap Fdml Value A | Owns companies we recommend for divestment | 2 | 4 | 4 | 4 | X | Large Value |
| HWLIX | Hotchkis & Wiley Large Cap Fdml Value I | Owns companies we recommend for divestment | 2 | 4 | 4 | 4 | X | Large Value |
| HUSEX | Huber Small Cap Value Instl | Owns companies we recommend for divestment | 2 | 1 | 0 | 3 | X | Small Value |
| HIMDX | Hennessy Cornerstone Mid Cap 30 Instl | Owns companies we recommend for divestment | 2 | 0 | 0 | 2 | X | Small Blend |
| HUSIX | Huber Small Cap Value Inv | Owns companies we recommend for divestment | 2 | 1 | 0 | 3 | X | Small Value |
| ICBMX | ICON Natural Resources and Infras Instl | Owns companies we recommend for divestment | 2 | 1 | 1 | 1 | X | Natural Resources |
| ICBAX | ICON Natural Resources and Infras Inv | Owns companies we recommend for divestment | 2 | 1 | 1 | 1 | X | Natural Resources |
| PXNIX | Impax International Sust Econ Instl | Owns companies we recommend for divestment | 2 | 2 | 8 | 4 | V | Foreign Large Blend |
| PXINX | Impax International Sust Econ Inv | Owns companies we recommend for divestment | 2 | 2 | 8 | 4 | V | Foreign Large Blend |
| ISMD | Inspire Small/Mid Cap ETF | Owns companies we recommend for divestment | 2 | 5 | 2 | 7 | X | Small Blend |
| CGRWX | Invesco Comstock Select A | Owns companies we recommend for divestment | 2 | 3 | 7 | 3 | X | Large Value |
| CGRCX | Invesco Comstock Select C | Owns companies we recommend for divestment | 2 | 3 | 7 | 3 | X | Large Value |
| CGRNX | Invesco Comstock Select R | Owns companies we recommend for divestment | 2 | 3 | 7 | 3 | X | Large Value |
| IOVVX | Invesco Comstock Select R5 | Owns companies we recommend for divestment | 2 | 3 | 7 | 3 | X | Large Value |
| OGRIX | Invesco Comstock Select R6 | Owns companies we recommend for divestment | 2 | 3 | 7 | 3 | X | Large Value |
| CGRYX | Invesco Comstock Select Y | Owns companies we recommend for divestment | 2 | 3 | 7 | 3 | X | Large Value |
| HFMDX | Hennessy Cornerstone Mid Cap 30 Inv | Owns companies we recommend for divestment | 2 | 0 | 0 | 2 | X | Small Blend |
| QQH | HCM Defender 100 Index ETF | Owns companies we recommend for divestment | 2 | 5 | 13 | 5 | X | Large Growth |
| AEDAX | Invesco EQV European Equity A | Owns companies we recommend for divestment | 2 | 2 | 3 | 2 | X | Europe Stock |
| SIDNX | Hartford Schroders Intl Multi-Cp Val I | Owns companies we recommend for divestment | 2 | 2 | 9 | 3 | X | Foreign Large Value |
| HBMCX | Hartford MidCap HLS IB | Owns companies we recommend for divestment | 2 | 1 | 1 | 3 | X | Mid-Cap Growth |
| HFMIX | Hartford MidCap I | Owns companies we recommend for divestment | 2 | 1 | 1 | 3 | X | Mid-Cap Growth |
| HFMRX | Hartford MidCap R3 | Owns companies we recommend for divestment | 2 | 1 | 1 | 3 | X | Mid-Cap Growth |
| HFMSX | Hartford MidCap R4 | Owns companies we recommend for divestment | 2 | 1 | 1 | 3 | X | Mid-Cap Growth |
| HFMTX | Hartford MidCap R5 | Owns companies we recommend for divestment | 2 | 1 | 1 | 3 | X | Mid-Cap Growth |
| HFMVX | Hartford MidCap R6 | Owns companies we recommend for divestment | 2 | 1 | 1 | 3 | X | Mid-Cap Growth |
| HMDYX | Hartford MidCap Y | Owns companies we recommend for divestment | 2 | 1 | 1 | 3 | X | Mid-Cap Growth |
| ROIS | Hartford Multifactor InternationalSmCETF | Owns companies we recommend for divestment | 2 | 1 | 2 | 0 | X | Foreign Small/Mid Value |
| SIDVX | Hartford Schroders Intl Multi-Cp Val A | Owns companies we recommend for divestment | 2 | 2 | 9 | 3 | X | Foreign Large Value |
| HFYCX | Hartford Schroders Intl Multi-Cp Val C | Owns companies we recommend for divestment | 2 | 2 | 9 | 3 | X | Foreign Large Value |
| HFYFX | Hartford Schroders Intl Multi-Cp Val F | Owns companies we recommend for divestment | 2 | 2 | 9 | 3 | X | Foreign Large Value |
| HFYRX | Hartford Schroders Intl Multi-Cp Val R3 | Owns companies we recommend for divestment | 2 | 2 | 9 | 3 | X | Foreign Large Value |
| HSMYX | Hartford Small Cap Value Y | Owns companies we recommend for divestment | 2 | 2 | 1 | 1 | X | Small Value |
| HFYSX | Hartford Schroders Intl Multi-Cp Val R4 | Owns companies we recommend for divestment | 2 | 2 | 9 | 3 | X | Foreign Large Value |
| HFYTX | Hartford Schroders Intl Multi-Cp Val R5 | Owns companies we recommend for divestment | 2 | 2 | 9 | 3 | X | Foreign Large Value |
| SIDRX | Hartford Schroders Intl Multi-Cp Val SDR | Owns companies we recommend for divestment | 2 | 2 | 9 | 3 | X | Foreign Large Value |
| HFYYX | Hartford Schroders Intl Multi-Cp Val Y | Owns companies we recommend for divestment | 2 | 2 | 9 | 3 | X | Foreign Large Value |
| HSMAX | Hartford Small Cap Value A | Owns companies we recommend for divestment | 2 | 2 | 1 | 1 | X | Small Value |
| HTSCX | Hartford Small Cap Value C | Owns companies we recommend for divestment | 2 | 2 | 1 | 1 | X | Small Value |
| HSMFX | Hartford Small Cap Value F | Owns companies we recommend for divestment | 2 | 2 | 1 | 1 | X | Small Value |
| HSEIX | Hartford Small Cap Value I | Owns companies we recommend for divestment | 2 | 2 | 1 | 1 | X | Small Value |
| HSMRX | Hartford Small Cap Value R3 | Owns companies we recommend for divestment | 2 | 2 | 1 | 1 | X | Small Value |
| HSMSX | Hartford Small Cap Value R4 | Owns companies we recommend for divestment | 2 | 2 | 1 | 1 | X | Small Value |
| HSMTX | Hartford Small Cap Value R5 | Owns companies we recommend for divestment | 2 | 2 | 1 | 1 | X | Small Value |
| HSMVX | Hartford Small Cap Value R6 | Owns companies we recommend for divestment | 2 | 2 | 1 | 1 | X | Small Value |
| PRN | Invesco Dorsey Wright IndustrialsMomtETF | Owns companies we recommend for divestment | 2 | 1 | 0 | 2 | X | Industrials |
| AEDCX | Invesco EQV European Equity C | Owns companies we recommend for divestment | 2 | 2 | 3 | 2 | X | Europe Stock |
| EWUS | iShares MSCI United Kingdom Small-Cp ETF | Owns companies we recommend for divestment | 2 | 2 | 0 | 0 | X | Miscellaneous Region |
| SMITX | Invesco Summit R5 | Owns companies we recommend for divestment | 2 | 6 | 8 | 5 | X | Large Growth |
| OIGYX | Invesco Oppenheimer International Gr Y | Owns companies we recommend for divestment | 2 | 0 | 4 | 2 | X | Foreign Large Growth |
| RSPG | Invesco S&P 500® Equal Weight Energy ETF | Owns companies we recommend for divestment | 2 | 0 | 3 | 0 | X | Equity Energy |
| RSPF | Invesco S&P 500® Equal Weight Fincl ETF | Owns companies we recommend for divestment | 2 | 3 | 1 | 2 | X | Financial |
| SPHD | Invesco S&P 500® High Div Low Vol ETF | Owns companies we recommend for divestment | 2 | 1 | 2 | 2 | X | Large Value |
| XMVM | Invesco S&P MidCap Value with Momt ETF | Owns companies we recommend for divestment | 2 | 3 | 1 | 4 | X | Small Value |
| RZG | Invesco S&P SmallCap 600® Pure Gr ETF | Owns companies we recommend for divestment | 2 | 2 | 1 | 4 | X | Small Growth |
| XSLV | Invesco S&P SmallCap Low Volatility ETF | Owns companies we recommend for divestment | 2 | 2 | 2 | 1 | X | Small Blend |
| XSMO | Invesco S&P SmallCap Momentum ETF | Owns companies we recommend for divestment | 2 | 2 | 1 | 4 | X | Small Blend |
| ASMMX | Invesco Summit A | Owns companies we recommend for divestment | 2 | 6 | 8 | 5 | X | Large Growth |
| CSMMX | Invesco Summit C | Owns companies we recommend for divestment | 2 | 6 | 8 | 5 | X | Large Growth |
| SMMIX | Invesco Summit P | Owns companies we recommend for divestment | 2 | 6 | 8 | 5 | X | Large Growth |
| SMISX | Invesco Summit R6 | Owns companies we recommend for divestment | 2 | 6 | 8 | 5 | X | Large Growth |
| INGFX | Invesco Oppenheimer International Gr R5 | Owns companies we recommend for divestment | 2 | 0 | 4 | 2 | X | Foreign Large Growth |
| SMMSX | Invesco Summit S | Owns companies we recommend for divestment | 2 | 6 | 8 | 5 | X | Large Growth |
| ASMYX | Invesco Summit Y | Owns companies we recommend for divestment | 2 | 6 | 8 | 5 | X | Large Growth |
| BAI | iShares A.I. Innovation and Tech Act ETF | Owns companies we recommend for divestment | 2 | 2 | 7 | 5 | X | Technology |
| IHAK | iShares Cybersecurity and Tech ETF | Owns companies we recommend for divestment | 2 | 0 | 0 | 3 | X | Technology |
| XJH | iShares ESG Select Scrn S&P Mid-Cap ETF | Owns companies we recommend for divestment | 2 | 7 | 6 | 5 | V | Mid-Cap Blend |
| XJR | iShares ESG Select Scrn S&P Small-CapETF | Owns companies we recommend for divestment | 2 | 2 | 5 | 5 | V | Small Blend |
| ARTY | iShares Future AI & Tech ETF | Owns companies we recommend for divestment | 2 | 4 | 8 | 6 | X | Technology |
| IXC | iShares Global Energy ETF | Owns companies we recommend for divestment | 2 | 0 | 3 | 0 | X | Equity Energy |
| IXG | iShares Global Financials ETF | Owns companies we recommend for divestment | 2 | 4 | 1 | 3 | X | Financial |
| MXI | iShares Global Materials ETF | Owns companies we recommend for divestment | 2 | 0 | 2 | 0 | X | Natural Resources |
| EWQ | iShares MSCI France ETF | Owns companies we recommend for divestment | 2 | 2 | 1 | 3 | X | Miscellaneous Region |
| EWU | iShares MSCI United Kingdom ETF | Owns companies we recommend for divestment | 2 | 1 | 2 | 3 | X | Miscellaneous Region |
| OIGIX | Invesco Oppenheimer International Gr R6 | Owns companies we recommend for divestment | 2 | 0 | 4 | 2 | X | Foreign Large Growth |
| OIGNX | Invesco Oppenheimer International Gr R | Owns companies we recommend for divestment | 2 | 0 | 4 | 2 | X | Foreign Large Growth |
| EGINX | Invesco EQV European Equity Investor | Owns companies we recommend for divestment | 2 | 2 | 3 | 2 | X | Europe Stock |
| OMSOX | Invesco Main Street All Cap A | Owns companies we recommend for divestment | 2 | 5 | 7 | 5 | X | Large Blend |
| AEDRX | Invesco EQV European Equity R | Owns companies we recommend for divestment | 2 | 2 | 3 | 2 | X | Europe Stock |
| AEGSX | Invesco EQV European Equity R6 | Owns companies we recommend for divestment | 2 | 2 | 3 | 2 | X | Europe Stock |
| AEDYX | Invesco EQV European Equity Y | Owns companies we recommend for divestment | 2 | 2 | 3 | 2 | X | Europe Stock |
| OPPAX | Invesco Global A | Owns companies we recommend for divestment | 2 | 4 | 6 | 6 | X | Global Large-Stock Growth |
| OGLCX | Invesco Global C | Owns companies we recommend for divestment | 2 | 4 | 6 | 6 | X | Global Large-Stock Growth |
| OGLNX | Invesco Global R | Owns companies we recommend for divestment | 2 | 4 | 6 | 6 | X | Global Large-Stock Growth |
| GFDDX | Invesco Global R5 | Owns companies we recommend for divestment | 2 | 4 | 6 | 6 | X | Global Large-Stock Growth |
| OGLIX | Invesco Global R6 | Owns companies we recommend for divestment | 2 | 4 | 6 | 6 | X | Global Large-Stock Growth |
| OGLYX | Invesco Global Y | Owns companies we recommend for divestment | 2 | 4 | 6 | 6 | X | Global Large-Stock Growth |
| PEY | Invesco High Yield Eq Div Achiev™ ETF | Owns companies we recommend for divestment | 2 | 3 | 2 | 2 | X | Mid-Cap Value |
| KBWB | Invesco KBW Bank ETF | Owns companies we recommend for divestment | 2 | 3 | 0 | 3 | X | Financial |
| MSIGX | Invesco Main Street A | Owns companies we recommend for divestment | 2 | 5 | 7 | 5 | X | Large Blend |
| OMSCX | Invesco Main Street All Cap C | Owns companies we recommend for divestment | 2 | 5 | 7 | 5 | X | Large Blend |
| OIGCX | Invesco Oppenheimer International Gr C | Owns companies we recommend for divestment | 2 | 0 | 4 | 2 | X | Foreign Large Growth |
| OMSNX | Invesco Main Street All Cap R | Owns companies we recommend for divestment | 2 | 5 | 7 | 5 | X | Large Blend |
| MSAZX | Invesco Main Street All Cap R5 | Owns companies we recommend for divestment | 2 | 5 | 7 | 5 | X | Large Blend |
| IOAPX | Invesco Main Street All Cap R6 | Owns companies we recommend for divestment | 2 | 5 | 7 | 5 | X | Large Blend |
| OMSYX | Invesco Main Street All Cap Y | Owns companies we recommend for divestment | 2 | 5 | 7 | 5 | X | Large Blend |
| MIGCX | Invesco Main Street C | Owns companies we recommend for divestment | 2 | 5 | 7 | 5 | X | Large Blend |
| OMGNX | Invesco Main Street R | Owns companies we recommend for divestment | 2 | 5 | 7 | 5 | X | Large Blend |
| MSJFX | Invesco Main Street R5 | Owns companies we recommend for divestment | 2 | 5 | 7 | 5 | X | Large Blend |
| OMSIX | Invesco Main Street R6 | Owns companies we recommend for divestment | 2 | 5 | 7 | 5 | X | Large Blend |
| MIGYX | Invesco Main Street Y | Owns companies we recommend for divestment | 2 | 5 | 7 | 5 | X | Large Blend |
| QQQJ | Invesco NASDAQ Next Gen 100 ETF | Owns companies we recommend for divestment | 2 | 0 | 4 | 1 | X | Mid-Cap Growth |
| KNCT | Invesco Next Gen Connectivity ETF | Owns companies we recommend for divestment | 2 | 1 | 3 | 6 | X | Technology |
| OIGAX | Invesco Oppenheimer International Gr A | Owns companies we recommend for divestment | 2 | 0 | 4 | 2 | X | Foreign Large Growth |
| LISOX | Lazard International Strategic Eq Open | Owns companies we recommend for divestment | 2 | 0 | 3 | 2 | X | Foreign Large Blend |
| LKEQX | LKCM Equity | Owns companies we recommend for divestment | 2 | 3 | 6 | 5 | X | Large Blend |
| NRILX | Neuberger Berman International Sel R6 | Owns companies we recommend for divestment | 2 | 1 | 5 | 2 | X | Foreign Large Blend |
| MGRCX | MFS International Growth C | Owns companies we recommend for divestment | 2 | 2 | 2 | 1 | X | Foreign Large Growth |
| MWEFX | MFS Global Equity A | Owns companies we recommend for divestment | 2 | 3 | 4 | 8 | X | Global Large-Stock Blend |
| MWEBX | MFS Global Equity B | Owns companies we recommend for divestment | 2 | 3 | 4 | 8 | X | Global Large-Stock Blend |
| MWECX | MFS Global Equity C | Owns companies we recommend for divestment | 2 | 3 | 4 | 8 | X | Global Large-Stock Blend |
| MWEIX | MFS Global Equity I | Owns companies we recommend for divestment | 2 | 3 | 4 | 8 | X | Global Large-Stock Blend |
| MWEGX | MFS Global Equity R1 | Owns companies we recommend for divestment | 2 | 3 | 4 | 8 | X | Global Large-Stock Blend |
| MEQRX | MFS Global Equity R2 | Owns companies we recommend for divestment | 2 | 3 | 4 | 8 | X | Global Large-Stock Blend |
| MWEHX | MFS Global Equity R3 | Owns companies we recommend for divestment | 2 | 3 | 4 | 8 | X | Global Large-Stock Blend |
| MWELX | MFS Global Equity R4 | Owns companies we recommend for divestment | 2 | 3 | 4 | 8 | X | Global Large-Stock Blend |
| MWEMX | MFS Global Equity R6 | Owns companies we recommend for divestment | 2 | 3 | 4 | 8 | X | Global Large-Stock Blend |
| MGRAX | MFS International Growth A | Owns companies we recommend for divestment | 2 | 2 | 2 | 1 | X | Foreign Large Growth |
| MGRBX | MFS International Growth B | Owns companies we recommend for divestment | 2 | 2 | 2 | 1 | X | Foreign Large Growth |
| MQGIX | MFS International Growth I | Owns companies we recommend for divestment | 2 | 2 | 2 | 1 | X | Foreign Large Growth |
| BRXUX | MFS Blended Research Intl Eq R4 | Owns companies we recommend for divestment | 2 | 1 | 4 | 1 | X | Foreign Large Blend |
| MGRRX | MFS International Growth R1 | 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 |
| MGRTX | MFS International Growth R3 | Owns companies we recommend for divestment | 2 | 2 | 2 | 1 | X | Foreign Large Growth |
| MGRVX | MFS International Growth R4 | Owns companies we recommend for divestment | 2 | 2 | 2 | 1 | X | Foreign Large Growth |
| 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 |
| BRXVX | MFS Blended Research Intl Eq R6 | Owns companies we recommend for divestment | 2 | 1 | 4 | 1 | X | Foreign Large Blend |
| BRXTX | MFS Blended Research Intl Eq R3 | Owns companies we recommend for divestment | 2 | 1 | 4 | 1 | X | Foreign Large Blend |
| LMCJX | Miller Income A | Owns companies we recommend for divestment | 2 | 0 | 1 | 2 | X | Moderately Aggressive Allocation |
| MMRFX | MassMutual Select TRP Real Asset I | Owns companies we recommend for divestment | 2 | 0 | 3 | 0 | X | Natural Resources |
| MPDGX | MassMutual Disciplined Gr R4 | Owns companies we recommend for divestment | 2 | 5 | 8 | 7 | X | Large Growth |
| MPGSX | MassMutual Disciplined Gr R5 | Owns companies we recommend for divestment | 2 | 5 | 8 | 7 | X | Large Growth |
| DEIGX | MassMutual Disciplined Gr Svc | Owns companies we recommend for divestment | 2 | 5 | 8 | 7 | X | Large Growth |
| MMNYX | MassMutual Disciplined Gr Y | Owns companies we recommend for divestment | 2 | 5 | 8 | 7 | X | Large Growth |
| MGFAX | MassMutual Global A | Owns companies we recommend for divestment | 2 | 4 | 6 | 6 | X | Global Large-Stock Growth |
| MGFLX | MassMutual Global Adm | Owns companies we recommend for divestment | 2 | 4 | 6 | 6 | X | Global Large-Stock Growth |
| MGFZX | MassMutual Global I | Owns companies we recommend for divestment | 2 | 4 | 6 | 6 | X | Global Large-Stock Growth |
| MGFNX | MassMutual Global R3 | Owns companies we recommend for divestment | 2 | 4 | 6 | 6 | X | Global Large-Stock Growth |
| MGFRX | MassMutual Global R4 | Owns companies we recommend for divestment | 2 | 4 | 6 | 6 | X | Global Large-Stock Growth |
| MGFSX | MassMutual Global R5 | Owns companies we recommend for divestment | 2 | 4 | 6 | 6 | X | Global Large-Stock Growth |
| MGFYX | MassMutual Global Svc | Owns companies we recommend for divestment | 2 | 4 | 6 | 6 | X | Global Large-Stock Growth |
| MMGEX | MassMutual Small Cap Gr Eq A | Owns companies we recommend for divestment | 2 | 2 | 2 | 1 | X | Small Growth |
| BRXSX | MFS Blended Research Intl Eq R2 | Owns companies we recommend for divestment | 2 | 1 | 4 | 1 | X | Foreign Large Blend |
| MSGLX | MassMutual Small Cap Gr Eq Adm | Owns companies we recommend for divestment | 2 | 2 | 2 | 1 | X | Small Growth |
| MSGZX | MassMutual Small Cap Gr Eq I | Owns companies we recommend for divestment | 2 | 2 | 2 | 1 | X | Small Growth |
| MSGNX | MassMutual Small Cap Gr Eq R3 | Owns companies we recommend for divestment | 2 | 2 | 2 | 1 | X | Small Growth |
| MSGSX | MassMutual Small Cap Gr Eq R5 | Owns companies we recommend for divestment | 2 | 2 | 2 | 1 | X | Small Growth |
| MSCYX | MassMutual Small Cap Gr Eq Svc | Owns companies we recommend for divestment | 2 | 2 | 2 | 1 | X | Small Growth |
| MMNJX | MassMutual Small Cap Gr Eq Y | Owns companies we recommend for divestment | 2 | 2 | 2 | 1 | X | Small Growth |
| MSERX | MassMutual Small Cap Growth Eq R4 | Owns companies we recommend for divestment | 2 | 2 | 2 | 1 | X | Small Growth |
| BRXAX | MFS Blended Research Intl Eq A | Owns companies we recommend for divestment | 2 | 1 | 4 | 1 | X | Foreign Large Blend |
| BRXBX | MFS Blended Research Intl Eq B | Owns companies we recommend for divestment | 2 | 1 | 4 | 1 | X | Foreign Large Blend |
| BRXCX | MFS Blended Research Intl Eq C | Owns companies we recommend for divestment | 2 | 1 | 4 | 1 | X | Foreign Large Blend |
| BRXIX | MFS Blended Research Intl Eq I | Owns companies we recommend for divestment | 2 | 1 | 4 | 1 | X | Foreign Large Blend |
| BRXRX | MFS Blended Research Intl Eq R1 | Owns companies we recommend for divestment | 2 | 1 | 4 | 1 | X | Foreign Large Blend |
| MKVHX | MFS International Large Cap Value R6 | Owns companies we recommend for divestment | 2 | 2 | 2 | 2 | X | Foreign Large Value |
| LCMNX | Miller Income C | Owns companies we recommend for divestment | 2 | 0 | 1 | 2 | X | Moderately Aggressive Allocation |
| MPDIX | MassMutual Disciplined Gr I | Owns companies we recommend for divestment | 2 | 5 | 8 | 7 | X | Large Growth |
| Neuberger Berman AMT Mid-Cap Growth I | Owns companies we recommend for divestment | 2 | 1 | 1 | 2 | X | Mid-Cap Growth |
| NWXSX | Nationwide International Sm Cp A | Owns companies we recommend for divestment | 2 | 0 | 2 | 1 | X | Foreign Small/Mid Blend |
| NWXVX | Nationwide International Sm Cp Instl Svc | Owns companies we recommend for divestment | 2 | 0 | 2 | 1 | X | Foreign Small/Mid Blend |
| NWXUX | Nationwide International Sm Cp R6 | Owns companies we recommend for divestment | 2 | 0 | 2 | 1 | X | Foreign Small/Mid Blend |
| NOIAX | Natixis Oakmark International A | Owns companies we recommend for divestment | 2 | 1 | 4 | 3 | X | Foreign Large Value |
| NOICX | Natixis Oakmark International C | Owns companies we recommend for divestment | 2 | 1 | 4 | 3 | X | Foreign Large Value |
| NIONX | Natixis Oakmark International N | Owns companies we recommend for divestment | 2 | 1 | 4 | 3 | X | Foreign Large Value |
| NOIYX | Natixis Oakmark International Y | Owns companies we recommend for divestment | 2 | 1 | 4 | 3 | X | Foreign Large Value |
| VNVAX | Natixis Vaughan Nelson Mid Cap A | Owns companies we recommend for divestment | 2 | 2 | 1 | 3 | X | Mid-Cap Blend |
| VNVCX | Natixis Vaughan Nelson Mid Cap C | Owns companies we recommend for divestment | 2 | 2 | 1 | 3 | X | Mid-Cap Blend |
| VNVNX | Natixis Vaughan Nelson Mid Cap N | Owns companies we recommend for divestment | 2 | 2 | 1 | 3 | X | Mid-Cap Blend |
| VNVYX | Natixis Vaughan Nelson Mid Cap Y | Owns companies we recommend for divestment | 2 | 2 | 1 | 3 | X | Mid-Cap Blend |
| Neuberger Berman AMT Mid-Cap Growth S | Owns companies we recommend for divestment | 2 | 1 | 1 | 2 | X | Mid-Cap Growth |
| NWAMX | Nationwide BNY Mellon Dyn US Eq Inc K | Owns companies we recommend for divestment | 2 | 4 | 5 | 4 | X | Large Value |
| NBGX | Neuberger Berman Growth ETF | Owns companies we recommend for divestment | 2 | 6 | 7 | 6 | X | Large Growth |
| NIQAX | Neuberger Berman International Eq A | Owns companies we recommend for divestment | 2 | 1 | 4 | 2 | X | Foreign Large Blend |
| NIQCX | Neuberger Berman International Eq C | Owns companies we recommend for divestment | 2 | 1 | 4 | 2 | X | Foreign Large Blend |
| NIQEX | Neuberger Berman International Eq E | Owns companies we recommend for divestment | 2 | 1 | 4 | 2 | X | Foreign Large Blend |
| NBIIX | Neuberger Berman International Eq I | Owns companies we recommend for divestment | 2 | 1 | 4 | 2 | X | Foreign Large Blend |
| NIQVX | Neuberger Berman International Eq Inv | Owns companies we recommend for divestment | 2 | 1 | 4 | 2 | X | Foreign Large Blend |
| NRIQX | Neuberger Berman International Eq R6 | Owns companies we recommend for divestment | 2 | 1 | 4 | 2 | X | Foreign Large Blend |
| NIQTX | Neuberger Berman International Eq Trst | Owns companies we recommend for divestment | 2 | 1 | 4 | 2 | X | Foreign Large Blend |
| NBNAX | Neuberger Berman International Sel A | Owns companies we recommend for divestment | 2 | 1 | 5 | 2 | X | Foreign Large Blend |
| NBNCX | Neuberger Berman International Sel C | Owns companies we recommend for divestment | 2 | 1 | 5 | 2 | X | Foreign Large Blend |
| NILIX | Neuberger Berman International Sel I | Owns companies we recommend for divestment | 2 | 1 | 5 | 2 | X | Foreign Large Blend |
| NBNRX | Neuberger Berman International Sel R3 | Owns companies we recommend for divestment | 2 | 1 | 5 | 2 | X | Foreign Large Blend |
| NWANX | Nationwide BNY Mellon Dyn US Eq Inc R6 | Owns companies we recommend for divestment | 2 | 4 | 5 | 4 | X | Large Value |
| NWAOX | Nationwide BNY Mellon Dyn US Eq Inc I.S | Owns companies we recommend for divestment | 2 | 4 | 5 | 4 | X | Large Value |
| LMCKX | Miller Income FI | Owns companies we recommend for divestment | 2 | 0 | 1 | 2 | X | Moderately Aggressive Allocation |
| MLMAX | Morgan Stanley Instl Global Core A | Owns companies we recommend for divestment | 2 | 6 | 6 | 3 | X | Global Large-Stock Growth |
| LMCLX | Miller Income I | Owns companies we recommend for divestment | 2 | 0 | 1 | 2 | X | Moderately Aggressive Allocation |
| LMCMX | Miller Income IS | Owns companies we recommend for divestment | 2 | 0 | 1 | 2 | X | Moderately Aggressive Allocation |
| MAIFX | MoA International Fund | Owns companies we recommend for divestment | 2 | 1 | 8 | 4 | X | Foreign Large Value |
| MAMVX | MoA Mid Cap Value Fund | Owns companies we recommend for divestment | 2 | 0 | 1 | 2 | X | Mid-Cap Value |
| MBCC | Monarch Blue Chips Core ETF | Owns companies we recommend for divestment | 2 | 4 | 6 | 5 | X | Large Growth |
| MVEIX | Monteagle Select Value I | Owns companies we recommend for divestment | 2 | 2 | 1 | 2 | X | Mid-Cap Value |
| MSIBX | Morgan Stanley Inst Passport ovrs eq A | Owns companies we recommend for divestment | 2 | 0 | 4 | 1 | X | Foreign Large Blend |
| MSAAX | Morgan Stanley Inst Passport ovrs eq C | Owns companies we recommend for divestment | 2 | 0 | 4 | 1 | X | Foreign Large Blend |
| MSACX | Morgan Stanley Inst Passport ovrs eq I | Owns companies we recommend for divestment | 2 | 0 | 4 | 1 | X | Foreign Large Blend |
| MAIHX | Morgan Stanley Inst Passport ovrs eq IR | Owns companies we recommend for divestment | 2 | 0 | 4 | 1 | X | Foreign Large Blend |
| MSLLX | Morgan Stanley Inst Passport ovrs eq L | Owns companies we recommend for divestment | 2 | 0 | 4 | 1 | X | Foreign Large Blend |
| MAIJX | Morgan Stanley Inst Passport ovrs eq R6 | Owns companies we recommend for divestment | 2 | 0 | 4 | 1 | X | Foreign Large Blend |
| MLMCX | Morgan Stanley Instl Global Core C | Owns companies we recommend for divestment | 2 | 6 | 6 | 3 | X | Global Large-Stock Growth |
| NWAPX | Nationwide BNY Mellon Dyn US Eq Inc Egl | Owns companies we recommend for divestment | 2 | 4 | 5 | 4 | X | Large Value |
| MLMIX | Morgan Stanley Instl Global Core I | Owns companies we recommend for divestment | 2 | 6 | 6 | 3 | X | Global Large-Stock Growth |
| MLMSX | Morgan Stanley Instl Global Core R6 | Owns companies we recommend for divestment | 2 | 6 | 6 | 3 | X | Global Large-Stock Growth |
| MUOAX | Morgan Stanley Instl US Core A | Owns companies we recommend for divestment | 2 | 5 | 6 | 3 | X | Large Blend |
| MUOCX | Morgan Stanley Instl US Core C | Owns companies we recommend for divestment | 2 | 5 | 6 | 3 | X | Large Blend |
| MUOIX | Morgan Stanley Instl US Core I | Owns companies we recommend for divestment | 2 | 5 | 6 | 3 | X | Large Blend |
| MUOSX | Morgan Stanley Instl US Core R6 | Owns companies we recommend for divestment | 2 | 5 | 6 | 3 | X | Large Blend |
| TEMUX | Morgan Stanley Pathway Em Mkts Eq | Owns companies we recommend for divestment | 2 | 0 | 8 | 0 | X | Diversified Emerging Mkts |
| TMFX | Motley Fool Next ETF | Owns companies we recommend for divestment | 2 | 1 | 2 | 3 | X | Mid-Cap Growth |
| TMFS | Motley Fool Small-Cap Growth ETF | Owns companies we recommend for divestment | 2 | 1 | 1 | 1 | X | Small Growth |
| MDIV | Multi-Asset Diversified Income ETF | Owns companies we recommend for divestment | 2 | 3 | 2 | 2 | X | Aggressive Allocation |
| CZMSX | Multi-Manager Small Cap Eq Strat Inst | Owns companies we recommend for divestment | 2 | 3 | 4 | 6 | X | Small Blend |
| NWALX | Nationwide BNY Mellon Dyn US Eq Inc A | Owns companies we recommend for divestment | 2 | 4 | 5 | 4 | X | Large Value |
| MPDRX | MassMutual Disciplined Gr R3 | Owns companies we recommend for divestment | 2 | 5 | 8 | 7 | X | Large Growth |
| MPGLX | MassMutual Disciplined Gr Adm | Owns companies we recommend for divestment | 2 | 5 | 8 | 7 | X | Large Growth |
| LSAGX | Loomis Sayles Global Growth A | Owns companies we recommend for divestment | 2 | 5 | 5 | 4 | X | Global Large-Stock Growth |
| LGOFX | Lord Abbett Growth Opportunities F | Owns companies we recommend for divestment | 2 | 1 | 1 | 2 | X | Mid-Cap Growth |
| LGLCX | Lord Abbett Growth Leaders C | Owns companies we recommend for divestment | 2 | 5 | 6 | 5 | X | Large Growth |
| LGLFX | Lord Abbett Growth Leaders F | Owns companies we recommend for divestment | 2 | 5 | 6 | 5 | X | Large Growth |
| LGLOX | Lord Abbett Growth Leaders F3 | Owns companies we recommend for divestment | 2 | 5 | 6 | 5 | X | Large Growth |
| LGLIX | Lord Abbett Growth Leaders I | Owns companies we recommend for divestment | 2 | 5 | 6 | 5 | X | Large Growth |
| LGLQX | Lord Abbett Growth Leaders R2 | Owns companies we recommend for divestment | 2 | 5 | 6 | 5 | X | Large Growth |
| LGLRX | Lord Abbett Growth Leaders R3 | Owns companies we recommend for divestment | 2 | 5 | 6 | 5 | X | Large Growth |
| LGLSX | Lord Abbett Growth Leaders R4 | Owns companies we recommend for divestment | 2 | 5 | 6 | 5 | X | Large Growth |
| LGLUX | Lord Abbett Growth Leaders R5 | Owns companies we recommend for divestment | 2 | 5 | 6 | 5 | X | Large Growth |
| LGLVX | Lord Abbett Growth Leaders R6 | Owns companies we recommend for divestment | 2 | 5 | 6 | 5 | X | Large Growth |
| LMGAX | Lord Abbett Growth Opportunities A | Owns companies we recommend for divestment | 2 | 1 | 1 | 2 | X | Mid-Cap Growth |
| LMGCX | Lord Abbett Growth Opportunities C | Owns companies we recommend for divestment | 2 | 1 | 1 | 2 | X | Mid-Cap Growth |
| LOMGX | Lord Abbett Growth Opportunities F3 | Owns companies we recommend for divestment | 2 | 1 | 1 | 2 | X | Mid-Cap Growth |
| LAVVX | Lord Abbett Fundamental Equity R6 | Owns companies we recommend for divestment | 2 | 3 | 6 | 4 | X | Large Value |
| LMGYX | Lord Abbett Growth Opportunities I | Owns companies we recommend for divestment | 2 | 1 | 1 | 2 | X | Mid-Cap Growth |
| LGOPX | Lord Abbett Growth Opportunities P | Owns companies we recommend for divestment | 2 | 1 | 1 | 2 | X | Mid-Cap Growth |
| LGOQX | Lord Abbett Growth Opportunities R2 | Owns companies we recommend for divestment | 2 | 1 | 1 | 2 | X | Mid-Cap Growth |
| LGORX | Lord Abbett Growth Opportunities R3 | Owns companies we recommend for divestment | 2 | 1 | 1 | 2 | X | Mid-Cap Growth |
| LGOSX | Lord Abbett Growth Opportunities R4 | Owns companies we recommend for divestment | 2 | 1 | 1 | 2 | X | Mid-Cap Growth |
| LGOTX | Lord Abbett Growth Opportunities R5 | Owns companies we recommend for divestment | 2 | 1 | 1 | 2 | X | Mid-Cap Growth |
| LGOVX | Lord Abbett Growth Opportunities R6 | Owns companies we recommend for divestment | 2 | 1 | 1 | 2 | X | Mid-Cap Growth |
| LICAX | Lord Abbett International Equity A | Owns companies we recommend for divestment | 2 | 3 | 6 | 3 | X | Foreign Large Blend |
| LICCX | Lord Abbett International Equity C | Owns companies we recommend for divestment | 2 | 3 | 6 | 3 | X | Foreign Large Blend |
| LICFX | Lord Abbett International Equity F | Owns companies we recommend for divestment | 2 | 3 | 6 | 3 | X | Foreign Large Blend |
| LICOX | Lord Abbett International Equity F3 | Owns companies we recommend for divestment | 2 | 3 | 6 | 3 | X | Foreign Large Blend |
| LICYX | Lord Abbett International Equity I | Owns companies we recommend for divestment | 2 | 3 | 6 | 3 | X | Foreign Large Blend |
| LGLAX | Lord Abbett Growth Leaders A | Owns companies we recommend for divestment | 2 | 5 | 6 | 5 | X | Large Growth |
| LAVTX | Lord Abbett Fundamental Equity R5 | Owns companies we recommend for divestment | 2 | 3 | 6 | 4 | X | Large Value |
| LICQX | Lord Abbett International Equity R2 | Owns companies we recommend for divestment | 2 | 3 | 6 | 3 | X | Foreign Large Blend |
| LFGOX | Lord Abbett Focused Growth F3 | Owns companies we recommend for divestment | 2 | 4 | 6 | 5 | X | Large Growth |
| LSCGX | Loomis Sayles Global Growth C | Owns companies we recommend for divestment | 2 | 5 | 5 | 4 | X | Global Large-Stock Growth |
| LSNGX | Loomis Sayles Global Growth N | Owns companies we recommend for divestment | 2 | 5 | 5 | 4 | X | Global Large-Stock Growth |
| LSGGX | Loomis Sayles Global Growth Y | Owns companies we recommend for divestment | 2 | 5 | 5 | 4 | X | Global Large-Stock Growth |
| LSSIX | Loomis Sayles Small Cap Growth Instl | Owns companies we recommend for divestment | 2 | 1 | 2 | 3 | X | Small Growth |
| LSSNX | Loomis Sayles Small Cap Growth N | Owns companies we recommend for divestment | 2 | 1 | 2 | 3 | X | Small Growth |
| LCGRX | Loomis Sayles Small Cap Growth Retail | Owns companies we recommend for divestment | 2 | 1 | 2 | 3 | X | Small Growth |
| LSMIX | Loomis Sayles Small/Mid Cap Growth Instl | Owns companies we recommend for divestment | 2 | 2 | 1 | 2 | X | Mid-Cap Growth |
| LSMNX | Loomis Sayles Small/Mid Cap Growth N | Owns companies we recommend for divestment | 2 | 2 | 1 | 2 | X | Mid-Cap Growth |
| LFGAX | Lord Abbett Focused Growth A | Owns companies we recommend for divestment | 2 | 4 | 6 | 5 | X | Large Growth |
| LFGCX | Lord Abbett Focused Growth C | Owns companies we recommend for divestment | 2 | 4 | 6 | 5 | X | Large Growth |
| LFGFX | Lord Abbett Focused Growth F | Owns companies we recommend for divestment | 2 | 4 | 6 | 5 | X | Large Growth |
| LFGIX | Lord Abbett Focused Growth I | Owns companies we recommend for divestment | 2 | 4 | 6 | 5 | X | Large Growth |
| LAVSX | Lord Abbett Fundamental Equity R4 | Owns companies we recommend for divestment | 2 | 3 | 6 | 4 | X | Large Value |
| LFGQX | Lord Abbett Focused Growth R3 | Owns companies we recommend for divestment | 2 | 4 | 6 | 5 | X | Large Growth |
| LFGSX | Lord Abbett Focused Growth R4 | Owns companies we recommend for divestment | 2 | 4 | 6 | 5 | X | Large Growth |
| LFGTX | Lord Abbett Focused Growth R5 | Owns companies we recommend for divestment | 2 | 4 | 6 | 5 | X | Large Growth |
| LFGVX | Lord Abbett Focused Growth R6 | Owns companies we recommend for divestment | 2 | 4 | 6 | 5 | X | Large Growth |
| LDFVX | Lord Abbett Fundamental Equity A | Owns companies we recommend for divestment | 2 | 3 | 6 | 4 | X | Large Value |
| GILAX | Lord Abbett Fundamental Equity C | Owns companies we recommend for divestment | 2 | 3 | 6 | 4 | X | Large Value |
| LAVFX | Lord Abbett Fundamental Equity F | Owns companies we recommend for divestment | 2 | 3 | 6 | 4 | X | Large Value |
| LDFOX | Lord Abbett Fundamental Equity F3 | Owns companies we recommend for divestment | 2 | 3 | 6 | 4 | X | Large Value |
| LAVYX | Lord Abbett Fundamental Equity I | Owns companies we recommend for divestment | 2 | 3 | 6 | 4 | X | Large Value |
| LAVPX | Lord Abbett Fundamental Equity P | Owns companies we recommend for divestment | 2 | 3 | 6 | 4 | X | Large Value |
| LAVQX | Lord Abbett Fundamental Equity R2 | Owns companies we recommend for divestment | 2 | 3 | 6 | 4 | X | Large Value |
| LAVRX | Lord Abbett Fundamental Equity R3 | Owns companies we recommend for divestment | 2 | 3 | 6 | 4 | X | Large Value |
| LICPX | Lord Abbett International Equity P | Owns companies we recommend for divestment | 2 | 3 | 6 | 3 | X | Foreign Large Blend |
| LICRX | Lord Abbett International Equity R3 | Owns companies we recommend for divestment | 2 | 3 | 6 | 3 | X | Foreign Large Blend |
| MPGAX | MassMutual Disciplined Gr A | Owns companies we recommend for divestment | 2 | 5 | 8 | 7 | X | Large Growth |
| MFOCX | Marsico Focus | Owns companies we recommend for divestment | 2 | 5 | 7 | 3 | X | Large Growth |
| DIVL | Madison Dividend Value ETF | Owns companies we recommend for divestment | 2 | 1 | 3 | 1 | X | Large Value |
| MASMX | Madison Small Cap A | Owns companies we recommend for divestment | 2 | 0 | 2 | 0 | X | Small Blend |
| MSCIX | Madison Small Cap I | Owns companies we recommend for divestment | 2 | 0 | 2 | 0 | X | Small Blend |
| MSCRX | Madison Small Cap R6 | Owns companies we recommend for divestment | 2 | 0 | 2 | 0 | X | Small Blend |
| BVAOX | Madison Small Cap Y | Owns companies we recommend for divestment | 2 | 0 | 2 | 0 | X | Small Blend |
| MAPOX | Mairs & Power Balanced | Owns companies we recommend for divestment | 2 | 5 | 4 | 4 | X | Moderate Allocation |
| EXOSX | Manning & Napier Overseas Series I | Owns companies we recommend for divestment | 2 | 0 | 1 | 1 | X | Foreign Large Growth |
| MNOSX | Manning & Napier Overseas Series S | Owns companies we recommend for divestment | 2 | 0 | 1 | 1 | X | Foreign Large Growth |
| MNOWX | Manning & Napier Overseas Series W | Owns companies we recommend for divestment | 2 | 0 | 1 | 1 | X | Foreign Large Growth |
| MNOZX | Manning & Napier Overseas Series Z | Owns companies we recommend for divestment | 2 | 0 | 1 | 1 | X | Foreign Large Growth |
| MNRMX | Manor | Owns companies we recommend for divestment | 2 | 4 | 6 | 3 | X | Large Value |
| MIFOX | Marsico Focus Institutional | Owns companies we recommend for divestment | 2 | 5 | 7 | 3 | X | Large Growth |
| IYSYX | Macquarie Smid Cap Core Fund Class Y | Owns companies we recommend for divestment | 2 | 3 | 1 | 3 | X | Small Blend |
| MGRIX | Marsico Growth | Owns companies we recommend for divestment | 2 | 4 | 7 | 3 | X | Large Growth |
| MIGWX | Marsico Growth Institutional | Owns companies we recommend for divestment | 2 | 4 | 7 | 3 | X | Large Growth |
| MXXIX | Marsico Midcap Growth Focus Fund | Owns companies we recommend for divestment | 2 | 0 | 2 | 1 | X | Mid-Cap Growth |
| MIDFX | Marsico Midcap Growth Focus Instl | Owns companies we recommend for divestment | 2 | 0 | 2 | 1 | X | Mid-Cap Growth |
| MBCGX | MassMutual Blue Chip Growth A | Owns companies we recommend for divestment | 2 | 6 | 10 | 6 | X | Large Growth |
| MBCLX | MassMutual Blue Chip Growth Adm | Owns companies we recommend for divestment | 2 | 6 | 10 | 6 | X | Large Growth |
| MBCZX | MassMutual Blue Chip Growth I | Owns companies we recommend for divestment | 2 | 6 | 10 | 6 | X | Large Growth |
| MBCNX | MassMutual Blue Chip Growth R3 | Owns companies we recommend for divestment | 2 | 6 | 10 | 6 | X | Large Growth |
| MBGFX | MassMutual Blue Chip Growth R4 | Owns companies we recommend for divestment | 2 | 6 | 10 | 6 | X | Large Growth |
| MBCSX | MassMutual Blue Chip Growth R5 | Owns companies we recommend for divestment | 2 | 6 | 10 | 6 | X | Large Growth |
| MBCYX | MassMutual Blue Chip Growth Svc | Owns companies we recommend for divestment | 2 | 6 | 10 | 6 | X | Large Growth |
| MMZMX | MassMutual Blue Chip Growth Y | Owns companies we recommend for divestment | 2 | 6 | 10 | 6 | X | Large Growth |
| ISPVX | Macquarie Smid Cap Core Fund R6 | Owns companies we recommend for divestment | 2 | 3 | 1 | 3 | X | Small Blend |
| IYSMX | Macquarie Smid Cap Core Fund Class R | Owns companies we recommend for divestment | 2 | 3 | 1 | 3 | X | Small Blend |
| LICSX | Lord Abbett International Equity R4 | Owns companies we recommend for divestment | 2 | 3 | 6 | 3 | X | Foreign Large Blend |
| IVIYX | Macquarie Global Growth Fund Class Y | Owns companies we recommend for divestment | 2 | 3 | 8 | 6 | X | Global Large-Stock Growth |
| LICTX | Lord Abbett International Equity R5 | Owns companies we recommend for divestment | 2 | 3 | 6 | 3 | X | Foreign Large Blend |
| LICVX | Lord Abbett International Equity R6 | Owns companies we recommend for divestment | 2 | 3 | 6 | 3 | X | Foreign Large Blend |
| WASAX | Macquarie Asset Strategy Fund Cl A | Owns companies we recommend for divestment | 2 | 3 | 8 | 6 | X | Global Allocation |
| WASCX | Macquarie Asset Strategy Fund Cl C | Owns companies we recommend for divestment | 2 | 3 | 8 | 6 | X | Global Allocation |
| IVAEX | Macquarie Asset Strategy Fund Cl I | Owns companies we recommend for divestment | 2 | 3 | 8 | 6 | X | Global Allocation |
| IASRX | Macquarie Asset Strategy Fund Cl R | Owns companies we recommend for divestment | 2 | 3 | 8 | 6 | X | Global Allocation |
| IASTX | Macquarie Asset Strategy Fund Cl R6 | Owns companies we recommend for divestment | 2 | 3 | 8 | 6 | X | Global Allocation |
| WASYX | Macquarie Asset Strategy Fund Cl Y | Owns companies we recommend for divestment | 2 | 3 | 8 | 6 | X | Global Allocation |
| IVINX | Macquarie Global Growth Fund Class A | Owns companies we recommend for divestment | 2 | 3 | 8 | 6 | X | Global Large-Stock Growth |
| IVNCX | Macquarie Global Growth Fund Class C | Owns companies we recommend for divestment | 2 | 3 | 8 | 6 | X | Global Large-Stock Growth |
| IGIIX | Macquarie Global Growth Fund Class I | Owns companies we recommend for divestment | 2 | 3 | 8 | 6 | X | Global Large-Stock Growth |
| IYIGX | Macquarie Global Growth Fund Class R | Owns companies we recommend for divestment | 2 | 3 | 8 | 6 | X | Global Large-Stock Growth |
| ITGRX | Macquarie Global Growth Fund R6 | Owns companies we recommend for divestment | 2 | 3 | 8 | 6 | X | Global Large-Stock Growth |
| IVVIX | Macquarie Smid Cap Core Fund Class I | Owns companies we recommend for divestment | 2 | 3 | 1 | 3 | X | Small Blend |
| IMAAX | Macquarie Multi-Asset Income A | Owns companies we recommend for divestment | 2 | 1 | 2 | 1 | X | Global Allocation |
| IMACX | Macquarie Multi-Asset Income C | Owns companies we recommend for divestment | 2 | 1 | 2 | 1 | X | Global Allocation |
| IMAIX | Macquarie Multi-Asset Income I | Owns companies we recommend for divestment | 2 | 1 | 2 | 1 | X | Global Allocation |
| IMURX | Macquarie Multi-Asset Income R6 | Owns companies we recommend for divestment | 2 | 1 | 2 | 1 | X | Global Allocation |
| IMAYX | Macquarie Multi-Asset Income Y | Owns companies we recommend for divestment | 2 | 1 | 2 | 1 | X | Global Allocation |
| DEVLX | Macquarie Small Cap Value A | Owns companies we recommend for divestment | 2 | 1 | 2 | 3 | X | Small Value |
| DEVCX | Macquarie Small Cap Value C | Owns companies we recommend for divestment | 2 | 1 | 2 | 3 | X | Small Value |
| DEVIX | Macquarie Small Cap Value Instl | Owns companies we recommend for divestment | 2 | 1 | 2 | 3 | X | Small Value |
| DVLRX | Macquarie Small Cap Value R | Owns companies we recommend for divestment | 2 | 1 | 2 | 3 | X | Small Value |
| DVZRX | Macquarie Small Cap Value R6 | Owns companies we recommend for divestment | 2 | 1 | 2 | 3 | X | Small Value |
| IYSAX | Macquarie Smid Cap Core Fund Class A | Owns companies we recommend for divestment | 2 | 3 | 1 | 3 | X | Small Blend |
| IYSCX | Macquarie Smid Cap Core Fund Class C | Owns companies we recommend for divestment | 2 | 3 | 1 | 3 | X | Small Blend |
| WBIIX | William Blair Instl International Gr | Owns companies we recommend for divestment | 2 | 1 | 3 | 4 | X | Foreign Large Growth |
| WBIGX | William Blair International Growth N | Owns companies we recommend for divestment | 2 | 1 | 3 | 4 | X | Foreign Large Growth |
| TUGN | STF Tactical Growth & Income ETF | Owns companies we recommend for divestment | 3 | 6 | 13 | 6 | X | Tactical Allocation |
| JIESX | JPMorgan Developed International Value I | Owns companies we recommend for divestment | 3 | 3 | 5 | 1 | X | Foreign Large Value |
| JNL/Mellon Nasdaq® 100 Index I | Owns companies we recommend for divestment | 3 | 6 | 13 | 6 | X | Large Growth |
| JNL/Morningstar Wide Moat Index A | Owns companies we recommend for divestment | 3 | 3 | 6 | 8 | X | Large Blend |
| JNL/Morningstar Wide Moat Index I | Owns companies we recommend for divestment | 3 | 3 | 6 | 8 | X | Large Blend |
| JNL/T. Rowe Price Capital Appreciation A | Owns companies we recommend for divestment | 3 | 4 | 7 | 7 | X | Moderate Allocation |
| JNL/T. Rowe Price Capital Appreciation I | Owns companies we recommend for divestment | 3 | 4 | 7 | 7 | X | Moderate Allocation |
| JNL/WMC Value A | Owns companies we recommend for divestment | 3 | 5 | 5 | 3 | X | Large Value |
| JNL/WMC Value I | Owns companies we recommend for divestment | 3 | 5 | 5 | 3 | X | Large Value |
| JEQIX | Johnson Equity Income | Owns companies we recommend for divestment | 3 | 5 | 7 | 6 | X | Large Blend |
| JEQSX | Johnson Equity Income S | Owns companies we recommend for divestment | 3 | 5 | 7 | 6 | X | Large Blend |
| JFEAX | JPMorgan Developed International Value A | Owns companies we recommend for divestment | 3 | 3 | 5 | 1 | X | Foreign Large Value |
| JIUCX | JPMorgan Developed International Value C | Owns companies we recommend for divestment | 3 | 3 | 5 | 1 | X | Foreign Large Value |
| JNUSX | JPMorgan Developed International Value L | Owns companies we recommend for divestment | 3 | 3 | 5 | 1 | X | Foreign Large Value |
| JNL/Mellon Financial Sector I | Owns companies we recommend for divestment | 3 | 7 | 1 | 7 | X | Financial |
| JPVZX | JPMorgan Developed International ValueR2 | Owns companies we recommend for divestment | 3 | 3 | 5 | 1 | X | Foreign Large Value |
| JPVRX | JPMorgan Developed International ValueR5 | Owns companies we recommend for divestment | 3 | 3 | 5 | 1 | X | Foreign Large Value |
| JNVMX | JPMorgan Developed International ValueR6 | Owns companies we recommend for divestment | 3 | 3 | 5 | 1 | X | Foreign Large Value |
| JPIN | JPMorgan Diversified Return Intl Eq ETF | Owns companies we recommend for divestment | 3 | 2 | 9 | 6 | X | Foreign Large Value |
| JIRE | JPMorgan International Rsrch Enh Eq ETF | Owns companies we recommend for divestment | 3 | 2 | 9 | 4 | X | Foreign Large Blend |
| JAMCX | JPMorgan Mid Cap Value A | Owns companies we recommend for divestment | 3 | 2 | 2 | 2 | X | Mid-Cap Value |
| JCMVX | JPMorgan Mid Cap Value C | Owns companies we recommend for divestment | 3 | 2 | 2 | 2 | X | Mid-Cap Value |
| JMVSX | JPMorgan Mid Cap Value I | Owns companies we recommend for divestment | 3 | 2 | 2 | 2 | X | Mid-Cap Value |
| FLMVX | JPMorgan Mid Cap Value L | Owns companies we recommend for divestment | 3 | 2 | 2 | 2 | X | Mid-Cap Value |
| JMVZX | JPMorgan Mid Cap Value R2 | Owns companies we recommend for divestment | 3 | 2 | 2 | 2 | X | Mid-Cap Value |
| JMVPX | JPMorgan Mid Cap Value R3 | Owns companies we recommend for divestment | 3 | 2 | 2 | 2 | X | Mid-Cap Value |
| JMVQX | JPMorgan Mid Cap Value R4 | Owns companies we recommend for divestment | 3 | 2 | 2 | 2 | X | Mid-Cap Value |
| JNL/Mellon Nasdaq® 100 Index A | Owns companies we recommend for divestment | 3 | 6 | 13 | 6 | X | Large Growth |
| JNL/Mellon Financial Sector A | Owns companies we recommend for divestment | 3 | 7 | 1 | 7 | X | Financial |
| JMVYX | JPMorgan Mid Cap Value R6 | Owns companies we recommend for divestment | 3 | 2 | 2 | 2 | X | Mid-Cap Value |
| JLCFX | JHancock Fundamental Large Cap Core R4 | Owns companies we recommend for divestment | 3 | 5 | 6 | 9 | X | Large Blend |
| JRSCX | JH Adaptive Risk Mgd U.S. Eq C | Owns companies we recommend for divestment | 3 | 7 | 10 | 7 | X | Large Blend |
| JRSDX | JH Adaptive Risk Mgd U.S. Eq D | Owns companies we recommend for divestment | 3 | 7 | 10 | 7 | X | Large Blend |
| JRSIX | JH Adaptive Risk Mgd U.S. Eq I | Owns companies we recommend for divestment | 3 | 7 | 10 | 7 | X | Large Blend |
| JRSNX | JH Adaptive Risk Mgd U.S. Eq N | Owns companies we recommend for divestment | 3 | 7 | 10 | 7 | X | Large Blend |
| JRSSX | JH Adaptive Risk Mgd U.S. Eq S | Owns companies we recommend for divestment | 3 | 7 | 10 | 7 | X | Large Blend |
| JRSTX | JH Adaptive Risk Mgd U.S. Eq T | Owns companies we recommend for divestment | 3 | 7 | 10 | 7 | X | Large Blend |
| TAGRX | JHancock Fundamental Large Cap Core A | Owns companies we recommend for divestment | 3 | 5 | 6 | 9 | X | Large Blend |
| JHLVX | JHancock Fundamental Large Cap Core C | Owns companies we recommend for divestment | 3 | 5 | 6 | 9 | X | Large Blend |
| JLVIX | JHancock Fundamental Large Cap Core I | Owns companies we recommend for divestment | 3 | 5 | 6 | 9 | X | Large Blend |
| JHancock Fundamental Large Cap Core NAV | Owns companies we recommend for divestment | 3 | 5 | 6 | 9 | X | Large Blend |
| JLCYX | JHancock Fundamental Large Cap Core R2 | Owns companies we recommend for divestment | 3 | 5 | 6 | 9 | X | Large Blend |
| JLCVX | JHancock Fundamental Large Cap Core R5 | Owns companies we recommend for divestment | 3 | 5 | 6 | 9 | X | Large Blend |
| JNL/Causeway International Value Sel I | Owns companies we recommend for divestment | 3 | 1 | 3 | 1 | X | Foreign Large Value |
| JLCWX | JHancock Fundamental Large Cap Core R6 | Owns companies we recommend for divestment | 3 | 5 | 6 | 9 | X | Large Blend |
| JIJAX | JHancock International Dynamic Gr A | Owns companies we recommend for divestment | 3 | 1 | 7 | 3 | X | Foreign Large Growth |
| JIJCX | JHancock International Dynamic Gr C | Owns companies we recommend for divestment | 3 | 1 | 7 | 3 | X | Foreign Large Growth |
| JIJIX | JHancock International Dynamic Gr I | Owns companies we recommend for divestment | 3 | 1 | 7 | 3 | X | Foreign Large Growth |
| JHancock International Dynamic Gr NAV | Owns companies we recommend for divestment | 3 | 1 | 7 | 3 | X | Foreign Large Growth |
| JIJRX | JHancock International Dynamic Gr R6 | Owns companies we recommend for divestment | 3 | 1 | 7 | 3 | X | Foreign Large Growth |
| JHSC | JHancock Multifactor Small Cap ETF | Owns companies we recommend for divestment | 3 | 5 | 3 | 6 | X | Small Blend |
| JHDV | JHancock U.S. High Dividend ETF | Owns companies we recommend for divestment | 3 | 4 | 8 | 4 | X | Large Value |
| JMVNX | JHFunds2 Mid Value NAV | Owns companies we recommend for divestment | 3 | 3 | 3 | 3 | X | Mid-Cap Value |
| JNL Multi-Manager U.S. Select Equity (A) | Owns companies we recommend for divestment | 3 | 5 | 7 | 5 | X | Large Growth |
| JNL Multi-Manager U.S. Select Equity (I) | Owns companies we recommend for divestment | 3 | 5 | 7 | 5 | X | Large Growth |
| JNL/Causeway International Value Sel A | Owns companies we recommend for divestment | 3 | 1 | 3 | 1 | X | Foreign Large Value |
| JMVRX | JPMorgan Mid Cap Value R5 | Owns companies we recommend for divestment | 3 | 2 | 2 | 2 | X | Mid-Cap Value |
| KESGX | Kennedy Capital ESG SMID Cap I | Owns companies we recommend for divestment | 3 | 0 | 4 | 3 | V | Small Blend |
| Janus Henderson VIT Research Svc | Owns companies we recommend for divestment | 3 | 4 | 8 | 6 | X | Large Growth |
| DDZRX | Macquarie Value R6 | Owns companies we recommend for divestment | 3 | 0 | 4 | 2 | X | Large Value |
| IINCX | Macquarie International Core Eq R6 | Owns companies we recommend for divestment | 3 | 1 | 3 | 3 | X | Foreign Large Blend |
| IVVYX | Macquarie International Core Eq Y | Owns companies we recommend for divestment | 3 | 1 | 3 | 3 | X | Foreign Large Blend |
| FIUSX | Macquarie Opportunity A | Owns companies we recommend for divestment | 3 | 2 | 3 | 4 | X | Mid-Cap Value |
| FIVCX | Macquarie Opportunity C | Owns companies we recommend for divestment | 3 | 2 | 3 | 4 | X | Mid-Cap Value |
| FIVUX | Macquarie Opportunity Instl | Owns companies we recommend for divestment | 3 | 2 | 3 | 4 | X | Mid-Cap Value |
| FIZRX | Macquarie Opportunity R | Owns companies we recommend for divestment | 3 | 2 | 3 | 4 | X | Mid-Cap Value |
| FIVVX | Macquarie Opportunity R6 | Owns companies we recommend for divestment | 3 | 2 | 3 | 4 | X | Mid-Cap Value |
| DDVAX | Macquarie Value A | Owns companies we recommend for divestment | 3 | 0 | 4 | 2 | X | Large Value |
| DDVCX | Macquarie Value C | Owns companies we recommend for divestment | 3 | 0 | 4 | 2 | X | Large Value |
| DDVIX | Macquarie Value Inst | Owns companies we recommend for divestment | 3 | 0 | 4 | 2 | X | Large Value |
| DDVRX | Macquarie Value R | Owns companies we recommend for divestment | 3 | 0 | 4 | 2 | X | Large Value |
| MADAX | Madison Dividend Income A | Owns companies we recommend for divestment | 3 | 2 | 4 | 1 | X | Large Value |
| ICEIX | Macquarie International Core Eq I | Owns companies we recommend for divestment | 3 | 1 | 3 | 3 | X | Foreign Large Blend |
| MDMIX | Madison Dividend Income I | Owns companies we recommend for divestment | 3 | 2 | 4 | 1 | X | Large Value |
| MADRX | Madison Dividend Income R6 | Owns companies we recommend for divestment | 3 | 2 | 4 | 1 | X | Large Value |
| BHBFX | Madison Dividend Income Y | Owns companies we recommend for divestment | 3 | 2 | 4 | 1 | X | Large Value |
| FDIV | MarketDesk Focused U.S. Dividend ETF | Owns companies we recommend for divestment | 3 | 1 | 4 | 3 | X | Mid-Cap Value |
| 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 |
| IYITX | Macquarie International Core Eq R | Owns companies we recommend for divestment | 3 | 1 | 3 | 3 | X | Foreign Large Blend |
| IVIFX | Macquarie International Core Eq C | Owns companies we recommend for divestment | 3 | 1 | 3 | 3 | X | Foreign Large Blend |
| KCGIX | Knights of Columbus Large Cap Growth I | Owns companies we recommend for divestment | 3 | 5 | 10 | 6 | X | Large Growth |
| LAFTX | Lord Abbett Affiliated R5 | Owns companies we recommend for divestment | 3 | 5 | 8 | 6 | X | Large Value |
| KCGSX | Knights of Columbus Large Cap Growth S | Owns companies we recommend for divestment | 3 | 5 | 10 | 6 | X | Large Growth |
| TGLR | LAFFER|TENGLER Equity Income ETF | Owns companies we recommend for divestment | 3 | 4 | 5 | 4 | X | Large Value |
| AQEIX | LKCM Aquinas Catholic Equity | Owns companies we recommend for divestment | 3 | 3 | 6 | 5 | X | Large Blend |
| LAFFX | Lord Abbett Affiliated A | Owns companies we recommend for divestment | 3 | 5 | 8 | 6 | X | Large Value |
| LAFCX | Lord Abbett Affiliated C | Owns companies we recommend for divestment | 3 | 5 | 8 | 6 | X | Large Value |
| LAAFX | Lord Abbett Affiliated F | Owns companies we recommend for divestment | 3 | 5 | 8 | 6 | X | Large Value |
| LTFOX | Lord Abbett Affiliated F3 | Owns companies we recommend for divestment | 3 | 5 | 8 | 6 | X | Large Value |
| LAFYX | Lord Abbett Affiliated I | Owns companies we recommend for divestment | 3 | 5 | 8 | 6 | X | Large Value |
| LAFPX | Lord Abbett Affiliated P | Owns companies we recommend for divestment | 3 | 5 | 8 | 6 | X | Large Value |
| LAFQX | Lord Abbett Affiliated R2 | Owns companies we recommend for divestment | 3 | 5 | 8 | 6 | X | Large Value |
| LAFRX | Lord Abbett Affiliated R3 | Owns companies we recommend for divestment | 3 | 5 | 8 | 6 | X | Large Value |
| LAFSX | Lord Abbett Affiliated R4 | Owns companies we recommend for divestment | 3 | 5 | 8 | 6 | X | Large Value |
| LAFVX | Lord Abbett Affiliated R6 | Owns companies we recommend for divestment | 3 | 5 | 8 | 6 | X | Large Value |
| IVIAX | Macquarie International Core Eq A | Owns companies we recommend for divestment | 3 | 1 | 3 | 3 | X | Foreign Large Blend |
| IBNAX | Macquarie Balanced Fund Class A | Owns companies we recommend for divestment | 3 | 5 | 8 | 8 | X | Moderate Allocation |
| IBNCX | Macquarie Balanced Fund Class C | Owns companies we recommend for divestment | 3 | 5 | 8 | 8 | X | Moderate Allocation |
| IYBIX | Macquarie Balanced Fund Class I | Owns companies we recommend for divestment | 3 | 5 | 8 | 8 | X | Moderate Allocation |
| IYBFX | Macquarie Balanced Fund Class R | Owns companies we recommend for divestment | 3 | 5 | 8 | 8 | X | Moderate Allocation |
| IBARX | Macquarie Balanced Fund Class R6 | Owns companies we recommend for divestment | 3 | 5 | 8 | 8 | X | Moderate Allocation |
| IBNYX | Macquarie Balanced Fund Class Y | Owns companies we recommend for divestment | 3 | 5 | 8 | 8 | X | Moderate Allocation |
| WCEAX | Macquarie Core Equity Fund Class A | Owns companies we recommend for divestment | 3 | 4 | 7 | 7 | X | Large Blend |
| WTRCX | Macquarie Core Equity Fund Class C | Owns companies we recommend for divestment | 3 | 4 | 7 | 7 | X | Large Blend |
| ICIEX | Macquarie Core Equity Fund Class I | Owns companies we recommend for divestment | 3 | 4 | 7 | 7 | X | Large Blend |
| IYCEX | Macquarie Core Equity Fund Class R | Owns companies we recommend for divestment | 3 | 4 | 7 | 7 | X | Large Blend |
| ICEQX | Macquarie Core Equity Fund Class R6 | Owns companies we recommend for divestment | 3 | 4 | 7 | 7 | X | Large Blend |
| WCEYX | Macquarie Core Equity Fund Class Y | Owns companies we recommend for divestment | 3 | 4 | 7 | 7 | X | Large Blend |
| JRSAX | JH Adaptive Risk Mgd U.S. Eq A | Owns companies we recommend for divestment | 3 | 7 | 10 | 7 | X | Large Blend |
| JAGRX | Janus Henderson VIT Research Instl | Owns companies we recommend for divestment | 3 | 4 | 8 | 6 | X | Large Growth |
| MOSLX | MassMutual Overseas Adm | Owns companies we recommend for divestment | 3 | 1 | 7 | 4 | X | Foreign Large Blend |
| MSMJX | Invesco Main Street Mid Cap R5 | Owns companies we recommend for divestment | 3 | 2 | 3 | 4 | X | Mid-Cap Blend |
| OGIYX | Invesco Global Opportunities Y | Owns companies we recommend for divestment | 3 | 2 | 3 | 3 | X | Global Small/Mid Stock |
| OIDAX | Invesco International Diversified A | Owns companies we recommend for divestment | 3 | 2 | 6 | 4 | X | Foreign Large Growth |
| OIDCX | Invesco International Diversified C | Owns companies we recommend for divestment | 3 | 2 | 6 | 4 | X | Foreign Large Growth |
| OIDNX | Invesco International Diversified R | Owns companies we recommend for divestment | 3 | 2 | 6 | 4 | X | Foreign Large Growth |
| INDFX | Invesco International Diversified R5 | Owns companies we recommend for divestment | 3 | 2 | 6 | 4 | X | Foreign Large Growth |
| OIDIX | Invesco International Diversified R6 | Owns companies we recommend for divestment | 3 | 2 | 6 | 4 | X | Foreign Large Growth |
| OIDYX | Invesco International Diversified Y | Owns companies we recommend for divestment | 3 | 2 | 6 | 4 | X | Foreign Large Growth |
| PWV | Invesco Large Cap Value ETF | Owns companies we recommend for divestment | 3 | 3 | 7 | 2 | X | Large Value |
| OPMSX | Invesco Main Street Mid Cap A | Owns companies we recommend for divestment | 3 | 2 | 3 | 4 | X | Mid-Cap Blend |
| OPMCX | Invesco Main Street Mid Cap C | Owns companies we recommend for divestment | 3 | 2 | 3 | 4 | X | Mid-Cap Blend |
| OPMNX | Invesco Main Street Mid Cap R | Owns companies we recommend for divestment | 3 | 2 | 3 | 4 | X | Mid-Cap Blend |
| OPMIX | Invesco Main Street Mid Cap R6 | Owns companies we recommend for divestment | 3 | 2 | 3 | 4 | X | Mid-Cap Blend |
| GOFFX | Invesco Global Opportunities R5 | Owns companies we recommend for divestment | 3 | 2 | 3 | 3 | X | Global Small/Mid Stock |
| OPMYX | Invesco Main Street Mid Cap Y | Owns companies we recommend for divestment | 3 | 2 | 3 | 4 | X | Mid-Cap Blend |
| VSQAX | Invesco MSCI World SRI Index A | Owns companies we recommend for divestment | 3 | 3 | 10 | 5 | V | Global Large-Stock Blend |
| VSQCX | Invesco MSCI World SRI Index C | Owns companies we recommend for divestment | 3 | 3 | 10 | 5 | V | Global Large-Stock Blend |
| VSQRX | Invesco MSCI World SRI Index R | Owns companies we recommend for divestment | 3 | 3 | 10 | 5 | V | Global Large-Stock Blend |
| VSQFX | Invesco MSCI World SRI Index R5 | Owns companies we recommend for divestment | 3 | 3 | 10 | 5 | V | Global Large-Stock Blend |
| VSQSX | Invesco MSCI World SRI Index R6 | Owns companies we recommend for divestment | 3 | 3 | 10 | 5 | V | Global Large-Stock Blend |
| VSQYX | Invesco MSCI World SRI Index Y | Owns companies we recommend for divestment | 3 | 3 | 10 | 5 | V | Global Large-Stock Blend |
| QQQM | Invesco NASDAQ 100 ETF | Owns companies we recommend for divestment | 3 | 6 | 13 | 6 | X | Large Growth |
| IVNQX | Invesco Nasdaq 100 Index R6 | Owns companies we recommend for divestment | 3 | 6 | 13 | 6 | X | Large Growth |
| QQQ | Invesco QQQ Trust | Owns companies we recommend for divestment | 3 | 6 | 13 | 6 | X | Large Growth |
| SPHB | Invesco S&P 500® High Beta ETF | Owns companies we recommend for divestment | 3 | 3 | 12 | 5 | X | Mid-Cap Blend |
| XLG | Invesco S&P 500® Top 50 ETF | Owns companies we recommend for divestment | 3 | 8 | 12 | 7 | X | Large Blend |
| OGIIX | Invesco Global Opportunities R6 | Owns companies we recommend for divestment | 3 | 2 | 3 | 3 | X | Global Small/Mid Stock |
| OGINX | Invesco Global Opportunities R | Owns companies we recommend for divestment | 3 | 2 | 3 | 3 | X | Global Small/Mid Stock |
| PSCI | Invesco S&P SmallCap Industrials ETF | Owns companies we recommend for divestment | 3 | 2 | 0 | 4 | X | Industrials |
| QMGRX | Invesco Advantage International R | Owns companies we recommend for divestment | 3 | 2 | 14 | 3 | X | Foreign Large Blend |
| BDVG | iMGP Berkshire Dividend Growth ETF | Owns companies we recommend for divestment | 3 | 3 | 5 | 2 | X | Large Value |
| IMSCX | IMS Capital Value | Owns companies we recommend for divestment | 3 | 4 | 10 | 3 | X | Large Blend |
| QIDX | Indexperts Quality Earnings Focused ETF | Owns companies we recommend for divestment | 3 | 6 | 7 | 4 | X | Large Value |
| IDIVX | Integrity Dividend Harvest A | Owns companies we recommend for divestment | 3 | 2 | 5 | 2 | X | Large Value |
| IDHCX | Integrity Dividend Harvest C | Owns companies we recommend for divestment | 3 | 2 | 5 | 2 | X | Large Value |
| IDHIX | Integrity Dividend Harvest I | Owns companies we recommend for divestment | 3 | 2 | 5 | 2 | X | Large Value |
| APAYX | Integrity Dividend Summit A | Owns companies we recommend for divestment | 3 | 4 | 1 | 3 | X | Large Value |
| CPAYX | Integrity Dividend Summit C | Owns companies we recommend for divestment | 3 | 4 | 1 | 3 | X | Large Value |
| IPAYX | Integrity Dividend Summit I | Owns companies we recommend for divestment | 3 | 4 | 1 | 3 | X | Large Value |
| QMGAX | Invesco Advantage International A | Owns companies we recommend for divestment | 3 | 2 | 14 | 3 | X | Foreign Large Blend |
| QMGCX | Invesco Advantage International C | Owns companies we recommend for divestment | 3 | 2 | 14 | 3 | X | Foreign Large Blend |
| GMAGX | Invesco Advantage International R5 | Owns companies we recommend for divestment | 3 | 2 | 14 | 3 | X | Foreign Large Blend |
| OGICX | Invesco Global Opportunities C | Owns companies we recommend for divestment | 3 | 2 | 3 | 3 | X | Global Small/Mid Stock |
| QMGIX | Invesco Advantage International R6 | Owns companies we recommend for divestment | 3 | 2 | 14 | 3 | X | Foreign Large Blend |
| QMGYX | Invesco Advantage International Y | Owns companies we recommend for divestment | 3 | 2 | 14 | 3 | X | Foreign Large Blend |
| UPGD | Invesco Bloomberg Analyst Rating Imp ETF | Owns companies we recommend for divestment | 3 | 2 | 5 | 3 | X | Mid-Cap Blend |
| OEGAX | Invesco Discovery Mid Cap Growth A | Owns companies we recommend for divestment | 3 | 2 | 2 | 3 | X | Mid-Cap Growth |
| OEGCX | Invesco Discovery Mid Cap Growth C | Owns companies we recommend for divestment | 3 | 2 | 2 | 3 | X | Mid-Cap Growth |
| OEGNX | Invesco Discovery Mid Cap Growth R | Owns companies we recommend for divestment | 3 | 2 | 2 | 3 | X | Mid-Cap Growth |
| DMCFX | Invesco Discovery Mid Cap Growth R5 | Owns companies we recommend for divestment | 3 | 2 | 2 | 3 | X | Mid-Cap Growth |
| OEGIX | Invesco Discovery Mid Cap Growth R6 | Owns companies we recommend for divestment | 3 | 2 | 2 | 3 | X | Mid-Cap Growth |
| OEGYX | Invesco Discovery Mid Cap Growth Y | Owns companies we recommend for divestment | 3 | 2 | 2 | 3 | X | Mid-Cap Growth |
| PDP | Invesco Dorsey Wright Momentum ETF | Owns companies we recommend for divestment | 3 | 3 | 5 | 3 | X | Large Growth |
| RSPE | Invesco ESG S&P 500 Equal Weight ETF | Owns companies we recommend for divestment | 3 | 10 | 11 | 8 | V | Large Value |
| OPGIX | Invesco Global Opportunities A | Owns companies we recommend for divestment | 3 | 2 | 3 | 3 | X | Global Small/Mid Stock |
| IDHQ | Invesco S&P International Dev Qual ETF | Owns companies we recommend for divestment | 3 | 1 | 8 | 3 | X | Foreign Large Growth |
| RDIV | Invesco S&P Ultra Dividend Revenue ETF | Owns companies we recommend for divestment | 3 | 4 | 4 | 3 | X | Mid-Cap Value |
| Janus Henderson VIT Enterprise Svc | Owns companies we recommend for divestment | 3 | 1 | 1 | 4 | X | Mid-Cap Growth |
| JRARX | Janus Henderson Research R | Owns companies we recommend for divestment | 3 | 4 | 8 | 6 | X | Large Growth |
| JMGRX | Janus Henderson Enterprise I | Owns companies we recommend for divestment | 3 | 1 | 1 | 4 | X | Mid-Cap Growth |
| JDMNX | Janus Henderson Enterprise N | Owns companies we recommend for divestment | 3 | 1 | 1 | 4 | X | Mid-Cap Growth |
| JDMRX | Janus Henderson Enterprise R | Owns companies we recommend for divestment | 3 | 1 | 1 | 4 | X | Mid-Cap Growth |
| JGRTX | Janus Henderson Enterprise S | Owns companies we recommend for divestment | 3 | 1 | 1 | 4 | X | Mid-Cap Growth |
| JAENX | Janus Henderson Enterprise T | Owns companies we recommend for divestment | 3 | 1 | 1 | 4 | X | Mid-Cap Growth |
| JMID | Janus Henderson Mid Cap Growth Alpha ETF | Owns companies we recommend for divestment | 3 | 2 | 4 | 3 | X | Mid-Cap Growth |
| JRAAX | Janus Henderson Research A | Owns companies we recommend for divestment | 3 | 4 | 8 | 6 | X | Large Growth |
| JRACX | Janus Henderson Research C | Owns companies we recommend for divestment | 3 | 4 | 8 | 6 | X | Large Growth |
| JNRFX | Janus Henderson Research D | Owns companies we recommend for divestment | 3 | 4 | 8 | 6 | X | Large Growth |
| JRAIX | Janus Henderson Research I | Owns companies we recommend for divestment | 3 | 4 | 8 | 6 | X | Large Growth |
| JRANX | Janus Henderson Research N | Owns companies we recommend for divestment | 3 | 4 | 8 | 6 | X | Large Growth |
| JRASX | Janus Henderson Research S | Owns companies we recommend for divestment | 3 | 4 | 8 | 6 | X | Large Growth |
| JGRCX | Janus Henderson Enterprise C | Owns companies we recommend for divestment | 3 | 1 | 1 | 4 | X | Mid-Cap Growth |
| JAMRX | Janus Henderson Research T | Owns companies we recommend for divestment | 3 | 4 | 8 | 6 | X | Large Growth |
| JGMAX | Janus Henderson Triton A | Owns companies we recommend for divestment | 3 | 3 | 1 | 4 | X | Small Growth |
| JGMCX | Janus Henderson Triton C | Owns companies we recommend for divestment | 3 | 3 | 1 | 4 | X | Small Growth |
| JANIX | Janus Henderson Triton D | Owns companies we recommend for divestment | 3 | 3 | 1 | 4 | X | Small Growth |
| JSMGX | Janus Henderson Triton I | Owns companies we recommend for divestment | 3 | 3 | 1 | 4 | X | Small Growth |
| JGMNX | Janus Henderson Triton N | Owns companies we recommend for divestment | 3 | 3 | 1 | 4 | X | Small Growth |
| JGMRX | Janus Henderson Triton R | Owns companies we recommend for divestment | 3 | 3 | 1 | 4 | X | Small Growth |
| JGMIX | Janus Henderson Triton S | Owns companies we recommend for divestment | 3 | 3 | 1 | 4 | X | Small Growth |
| JATTX | Janus Henderson Triton T | Owns companies we recommend for divestment | 3 | 3 | 1 | 4 | X | Small Growth |
| JABLX | Janus Henderson VIT Balanced Instl | Owns companies we recommend for divestment | 3 | 6 | 9 | 6 | X | Moderate Allocation |
| Janus Henderson VIT Balanced Svc | Owns companies we recommend for divestment | 3 | 6 | 9 | 6 | X | Moderate Allocation |
| JAAGX | Janus Henderson VIT Enterprise Instl | Owns companies we recommend for divestment | 3 | 1 | 1 | 4 | X | Mid-Cap Growth |
| JANEX | Janus Henderson Enterprise D | Owns companies we recommend for divestment | 3 | 1 | 1 | 4 | X | Mid-Cap Growth |
| JDMAX | Janus Henderson Enterprise A | Owns companies we recommend for divestment | 3 | 1 | 1 | 4 | X | Mid-Cap Growth |
| VVOAX | Invesco Value Opportunities A | Owns companies we recommend for divestment | 3 | 2 | 3 | 3 | X | Mid-Cap Value |
| IYF | iShares US Financials ETF | Owns companies we recommend for divestment | 3 | 6 | 0 | 6 | X | Financial |
| VVOCX | Invesco Value Opportunities C | Owns companies we recommend for divestment | 3 | 2 | 3 | 3 | X | Mid-Cap Value |
| VVORX | Invesco Value Opportunities R | Owns companies we recommend for divestment | 3 | 2 | 3 | 3 | X | Mid-Cap Value |
| VVONX | Invesco Value Opportunities R5 | Owns companies we recommend for divestment | 3 | 2 | 3 | 3 | X | Mid-Cap Value |
| VVOSX | Invesco Value Opportunities R6 | Owns companies we recommend for divestment | 3 | 2 | 3 | 3 | X | Mid-Cap Value |
| VVOIX | Invesco Value Opportunities Y | Owns companies we recommend for divestment | 3 | 2 | 3 | 3 | X | Mid-Cap Value |
| CZA | Invesco Zacks Mid-Cap ETF | Owns companies we recommend for divestment | 3 | 2 | 1 | 5 | X | Mid-Cap Blend |
| ISVL | iShares Intl Dev Sm Cp Val Fctr ETF | Owns companies we recommend for divestment | 3 | 1 | 5 | 0 | X | Foreign Small/Mid Value |
| IWC | iShares Micro-Cap ETF | Owns companies we recommend for divestment | 3 | 3 | 5 | 2 | X | Small Blend |
| AQLT | iShares MSCI Global Quality Factor ETF | Owns companies we recommend for divestment | 3 | 5 | 15 | 6 | X | Global Large-Stock Growth |
| IJK | iShares S&P Mid-Cap 400 Growth ETF | Owns companies we recommend for divestment | 3 | 3 | 3 | 5 | X | Mid-Cap Growth |
| IJT | iShares S&P Small-Cap 600 Growth ETF | Owns companies we recommend for divestment | 3 | 3 | 3 | 6 | X | Small Growth |
| IYG | iShares US Financial Services ETF | Owns companies we recommend for divestment | 3 | 6 | 0 | 6 | X | Financial |
| SVAL | iShares US Small Cap Value Factor ETF | Owns companies we recommend for divestment | 3 | 4 | 0 | 3 | X | Small Value |
| JABAX | Janus Henderson Balanced T | Owns companies we recommend for divestment | 3 | 6 | 9 | 6 | X | Moderate Allocation |
| TECB | iShares US Tech Breakthrough Mltsctr ETF | Owns companies we recommend for divestment | 3 | 3 | 8 | 8 | X | Technology |
| LIOTX | Issachar I | Owns companies we recommend for divestment | 3 | 2 | 1 | 3 | X | Tactical Allocation |
| LIONX | Issachar N | Owns companies we recommend for divestment | 3 | 2 | 1 | 3 | X | Tactical Allocation |
| JAVAX | James Aggressive Allocation | Owns companies we recommend for divestment | 3 | 6 | 9 | 4 | X | Moderately Aggressive Allocation |
| JAMEX | Jamestown Equity | Owns companies we recommend for divestment | 3 | 6 | 11 | 6 | X | Large Blend |
| JDBAX | Janus Henderson Balanced A | Owns companies we recommend for divestment | 3 | 6 | 9 | 6 | X | Moderate Allocation |
| JABCX | Janus Henderson Balanced C | Owns companies we recommend for divestment | 3 | 6 | 9 | 6 | X | Moderate Allocation |
| JANBX | Janus Henderson Balanced D | Owns companies we recommend for divestment | 3 | 6 | 9 | 6 | X | Moderate Allocation |
| JBALX | Janus Henderson Balanced I | Owns companies we recommend for divestment | 3 | 6 | 9 | 6 | X | Moderate Allocation |
| JABNX | Janus Henderson Balanced N | Owns companies we recommend for divestment | 3 | 6 | 9 | 6 | X | Moderate Allocation |
| JDBRX | Janus Henderson Balanced R | Owns companies we recommend for divestment | 3 | 6 | 9 | 6 | X | Moderate Allocation |
| JABRX | Janus Henderson Balanced S | Owns companies we recommend for divestment | 3 | 6 | 9 | 6 | X | Moderate Allocation |
| MOSAX | MassMutual Overseas A | Owns companies we recommend for divestment | 3 | 1 | 7 | 4 | X | Foreign Large Blend |
| MOSZX | MassMutual Overseas I | Owns companies we recommend for divestment | 3 | 1 | 7 | 4 | X | Foreign Large Blend |
| HUMDX | Huber Mid Cap Value Inv | Owns companies we recommend for divestment | 3 | 3 | 1 | 5 | X | Small Value |
| PAEVX | Putnam Sustainable Retirement 2060 R3 | Owns companies we recommend for divestment | 3 | 6 | 9 | 8 | V | Target-Date 2060 |
| PRRFX | Putnam Sustainable Retirement 2055 A | Owns companies we recommend for divestment | 3 | 6 | 9 | 8 | V | Target-Date 2055 |
| Putnam Sustainable Retirement 2055 C | Owns companies we recommend for divestment | 3 | 6 | 9 | 8 | V | Target-Date 2055 |
| PRRVX | Putnam Sustainable Retirement 2055 R | Owns companies we recommend for divestment | 3 | 6 | 9 | 8 | V | Target-Date 2055 |
| PAEOX | Putnam Sustainable Retirement 2055 R3 | Owns companies we recommend for divestment | 3 | 6 | 9 | 8 | V | Target-Date 2055 |
| PAEPX | Putnam Sustainable Retirement 2055 R4 | Owns companies we recommend for divestment | 3 | 6 | 9 | 8 | V | Target-Date 2055 |
| PAESX | Putnam Sustainable Retirement 2055 R5 | Owns companies we recommend for divestment | 3 | 6 | 9 | 8 | V | Target-Date 2055 |
| PREVX | Putnam Sustainable Retirement 2055 R6 | Owns companies we recommend for divestment | 3 | 6 | 9 | 8 | V | Target-Date 2055 |
| PRTLX | Putnam Sustainable Retirement 2055 Y | Owns companies we recommend for divestment | 3 | 6 | 9 | 8 | V | Target-Date 2055 |
| PRTFX | Putnam Sustainable Retirement 2060 A | Owns companies we recommend for divestment | 3 | 6 | 9 | 8 | V | Target-Date 2060 |
| Putnam Sustainable Retirement 2060 C | Owns companies we recommend for divestment | 3 | 6 | 9 | 8 | V | Target-Date 2060 |
| PRTRX | Putnam Sustainable Retirement 2060 R | Owns companies we recommend for divestment | 3 | 6 | 9 | 8 | V | Target-Date 2060 |
| PAEUX | Putnam Sustainable Retirement 2060 R4 | Owns companies we recommend for divestment | 3 | 6 | 9 | 8 | V | Target-Date 2060 |
| PREUX | Putnam Sustainable Retirement 2050 R6 | Owns companies we recommend for divestment | 3 | 6 | 9 | 8 | V | Target-Date 2050 |
| PAEWX | Putnam Sustainable Retirement 2060 R5 | Owns companies we recommend for divestment | 3 | 6 | 9 | 8 | V | Target-Date 2060 |
| PEFGX | Putnam Sustainable Retirement 2060 R6 | Owns companies we recommend for divestment | 3 | 6 | 9 | 8 | V | Target-Date 2060 |
| PRTYX | Putnam Sustainable Retirement 2060 Y | Owns companies we recommend for divestment | 3 | 6 | 9 | 8 | V | Target-Date 2060 |
| PCJQX | Putnam Sustainable Retirement 2065 A | Owns companies we recommend for divestment | 3 | 6 | 9 | 8 | V | Target-Date 2065+ |
| PCJRX | Putnam Sustainable Retirement 2065 C | Owns companies we recommend for divestment | 3 | 6 | 9 | 8 | V | Target-Date 2065+ |
| PCJUX | Putnam Sustainable Retirement 2065 R | Owns companies we recommend for divestment | 3 | 6 | 9 | 8 | V | Target-Date 2065+ |
| PCJVX | Putnam Sustainable Retirement 2065 R3 | Owns companies we recommend for divestment | 3 | 6 | 9 | 8 | V | Target-Date 2065+ |
| PCJWX | Putnam Sustainable Retirement 2065 R4 | Owns companies we recommend for divestment | 3 | 6 | 9 | 8 | V | Target-Date 2065+ |
| PCJIX | Putnam Sustainable Retirement 2065 R5 | Owns companies we recommend for divestment | 3 | 6 | 9 | 8 | V | Target-Date 2065+ |
| PCJYX | Putnam Sustainable Retirement 2065 R6 | Owns companies we recommend for divestment | 3 | 6 | 9 | 8 | V | Target-Date 2065+ |
| PCJSX | Putnam Sustainable Retirement 2065 Y | Owns companies we recommend for divestment | 3 | 6 | 9 | 8 | V | Target-Date 2065+ |
| AMOM | QRAFT AI-Enhanced US Large Cap Mmntm ETF | Owns companies we recommend for divestment | 3 | 2 | 4 | 2 | X | Large Growth |
| PRRUX | Putnam Sustainable Retirement 2050 Y | Owns companies we recommend for divestment | 3 | 6 | 9 | 8 | V | Target-Date 2050 |
| PAEJX | Putnam Sustainable Retirement 2050 R5 | Owns companies we recommend for divestment | 3 | 6 | 9 | 8 | V | Target-Date 2050 |
| RGEF | Rockefeller Global Equity ETF | Owns companies we recommend for divestment | 3 | 3 | 11 | 6 | X | Global Large-Stock Blend |
| PREHX | Putnam Sustainable Retirement 2040 R6 | Owns companies we recommend for divestment | 3 | 6 | 9 | 8 | V | Target-Date 2040 |
| PADUX | Putnam Sustainable Retirement 2035 R3 | Owns companies we recommend for divestment | 3 | 6 | 9 | 8 | V | Target-Date 2035 |
| PADSX | Putnam Sustainable Retirement 2035 R4 | Owns companies we recommend for divestment | 3 | 6 | 9 | 8 | V | Target-Date 2035 |
| PADVX | Putnam Sustainable Retirement 2035 R5 | Owns companies we recommend for divestment | 3 | 6 | 9 | 8 | V | Target-Date 2035 |
| PREGX | Putnam Sustainable Retirement 2035 R6 | Owns companies we recommend for divestment | 3 | 6 | 9 | 8 | V | Target-Date 2035 |
| PRRYX | Putnam Sustainable Retirement 2035 Y | Owns companies we recommend for divestment | 3 | 6 | 9 | 8 | V | Target-Date 2035 |
| PRRZX | Putnam Sustainable Retirement 2040 A | Owns companies we recommend for divestment | 3 | 6 | 9 | 8 | V | Target-Date 2040 |
| Putnam Sustainable Retirement 2040 C | Owns companies we recommend for divestment | 3 | 6 | 9 | 8 | V | Target-Date 2040 |
| Putnam Sustainable Retirement 2040 R | Owns companies we recommend for divestment | 3 | 6 | 9 | 8 | V | Target-Date 2040 |
| PAAUX | Putnam Sustainable Retirement 2040 R3 | Owns companies we recommend for divestment | 3 | 6 | 9 | 8 | V | Target-Date 2040 |
| PAAYX | Putnam Sustainable Retirement 2040 R4 | Owns companies we recommend for divestment | 3 | 6 | 9 | 8 | V | Target-Date 2040 |
| PABTX | Putnam Sustainable Retirement 2040 R5 | Owns companies we recommend for divestment | 3 | 6 | 9 | 8 | V | Target-Date 2040 |
| PRZZX | Putnam Sustainable Retirement 2040 Y | Owns companies we recommend for divestment | 3 | 6 | 9 | 8 | V | Target-Date 2040 |
| PAEHX | Putnam Sustainable Retirement 2050 R4 | Owns companies we recommend for divestment | 3 | 6 | 9 | 8 | V | Target-Date 2050 |
| PRVLX | Putnam Sustainable Retirement 2045 A | Owns companies we recommend for divestment | 3 | 6 | 9 | 8 | V | Target-Date 2045 |
| Putnam Sustainable Retirement 2045 C | Owns companies we recommend for divestment | 3 | 6 | 9 | 8 | V | Target-Date 2045 |
| Putnam Sustainable Retirement 2045 R | Owns companies we recommend for divestment | 3 | 6 | 9 | 8 | V | Target-Date 2045 |
| PACGX | Putnam Sustainable Retirement 2045 R3 | Owns companies we recommend for divestment | 3 | 6 | 9 | 8 | V | Target-Date 2045 |
| PACFX | Putnam Sustainable Retirement 2045 R4 | Owns companies we recommend for divestment | 3 | 6 | 9 | 8 | V | Target-Date 2045 |
| PACHX | Putnam Sustainable Retirement 2045 R5 | Owns companies we recommend for divestment | 3 | 6 | 9 | 8 | V | Target-Date 2045 |
| PREKX | Putnam Sustainable Retirement 2045 R6 | Owns companies we recommend for divestment | 3 | 6 | 9 | 8 | V | Target-Date 2045 |
| PRVYX | Putnam Sustainable Retirement 2045 Y | Owns companies we recommend for divestment | 3 | 6 | 9 | 8 | V | Target-Date 2045 |
| PRRJX | Putnam Sustainable Retirement 2050 A | Owns companies we recommend for divestment | 3 | 6 | 9 | 8 | V | Target-Date 2050 |
| Putnam Sustainable Retirement 2050 C | Owns companies we recommend for divestment | 3 | 6 | 9 | 8 | V | Target-Date 2050 |
| PRRKX | Putnam Sustainable Retirement 2050 R | Owns companies we recommend for divestment | 3 | 6 | 9 | 8 | V | Target-Date 2050 |
| PADWX | Putnam Sustainable Retirement 2050 R3 | Owns companies we recommend for divestment | 3 | 6 | 9 | 8 | V | Target-Date 2050 |
| NUKZ | Range Nuclear Renaissance ETF | Owns companies we recommend for divestment | 3 | 0 | 5 | 1 | X | Miscellaneous Sector |
| RYFNX | Rydex Financial Services A | Owns companies we recommend for divestment | 3 | 5 | 1 | 5 | X | Financial |
| Putnam Sustainable Retirement 2035 C | Owns companies we recommend for divestment | 3 | 6 | 9 | 8 | V | Target-Date 2035 |
| SPSAX | Sterling Capital Behav Sm Cp Val Eq A | Owns companies we recommend for divestment | 3 | 3 | 0 | 4 | X | Small Value |
| DIVY | Sound Equity Dividend Income ETF | Owns companies we recommend for divestment | 3 | 2 | 4 | 2 | X | Mid-Cap Value |
| SPYD | SPDR® Portfolio S&P 500® High Div ETF | Owns companies we recommend for divestment | 3 | 4 | 2 | 4 | X | Mid-Cap Value |
| MDYG | SPDR® S&P 400 Mid Cap Growth ETF | Owns companies we recommend for divestment | 3 | 3 | 3 | 5 | X | Mid-Cap Growth |
| SLYG | SPDR® S&P 600 Small Cap Growth ETF | Owns companies we recommend for divestment | 3 | 3 | 3 | 6 | X | Small Growth |
| SUSIX | State Street Instl US Equity Inv | Owns companies we recommend for divestment | 3 | 11 | 10 | 10 | X | Large Blend |
| SUSSX | State Street Instl US Equity Svc | Owns companies we recommend for divestment | 3 | 11 | 10 | 10 | X | Large Blend |
| SSILX | State Street International Stock Sel A | Owns companies we recommend for divestment | 3 | 2 | 8 | 1 | X | Foreign Large Value |
| SSIPX | State Street International Stock Sel I | Owns companies we recommend for divestment | 3 | 2 | 8 | 1 | X | Foreign Large Value |
| SSIQX | State Street International Stock Sel K | Owns companies we recommend for divestment | 3 | 2 | 8 | 1 | X | Foreign Large Value |
| SSAIX | State Street International Stock Sel N | Owns companies we recommend for divestment | 3 | 2 | 8 | 1 | X | Foreign Large Value |
| SSAQX | State Street US Core Equity Fund | Owns companies we recommend for divestment | 3 | 11 | 10 | 10 | X | Large Blend |
| SPSDX | Sterling Capital Behav Sm Cp Val Eq C | Owns companies we recommend for divestment | 3 | 3 | 0 | 4 | X | Small Value |
| SSCDX | Sit Small Cap Dividend Growth I | Owns companies we recommend for divestment | 3 | 2 | 0 | 5 | X | Small Blend |
| SPSCX | Sterling Capital Behav Sm Cp Val Eq Intl | Owns companies we recommend for divestment | 3 | 3 | 0 | 4 | X | Small Value |
| STRBX | Sterling Capital Behav Sm Cp Val Eq R6 | Owns companies we recommend for divestment | 3 | 3 | 0 | 4 | X | Small Value |
| BAEIX | Sterling Capital Equity Income A | Owns companies we recommend for divestment | 3 | 2 | 3 | 3 | X | Large Value |
| BCEGX | Sterling Capital Equity Income C | Owns companies we recommend for divestment | 3 | 2 | 3 | 3 | X | Large Value |
| BEGIX | Sterling Capital Equity Income Instl | Owns companies we recommend for divestment | 3 | 2 | 3 | 3 | X | Large Value |
| STREX | Sterling Capital Equity Income R6 | Owns companies we recommend for divestment | 3 | 2 | 3 | 3 | X | Large Value |
| SGIDX | Steward Global Equity Income Fund A | Owns companies we recommend for divestment | 3 | 4 | 5 | 3 | X | Global Large-Stock Value |
| SGIFX | Steward Global Equity Income Fund C | Owns companies we recommend for divestment | 3 | 4 | 5 | 3 | X | Global Large-Stock Value |
| SGISX | Steward Global Equity Income Fund I | Owns companies we recommend for divestment | 3 | 4 | 5 | 3 | X | Global Large-Stock Value |
| SGIGX | Steward Global Equity Income Fund R6 | Owns companies we recommend for divestment | 3 | 4 | 5 | 3 | X | Global Large-Stock Value |
| SJVAX | Steward Large Cap Value A | Owns companies we recommend for divestment | 3 | 4 | 8 | 3 | X | Large Value |
| SJVIX | Steward Large Cap Value I | Owns companies we recommend for divestment | 3 | 4 | 8 | 3 | X | Large Value |
| SDFSX | Sit Small Cap Dividend Growth S | Owns companies we recommend for divestment | 3 | 2 | 0 | 5 | X | Small Blend |
| NBNGX | Sit Mid Cap Growth | Owns companies we recommend for divestment | 3 | 1 | 1 | 4 | X | Mid-Cap Growth |
| RYFCX | Rydex Financial Services C | Owns companies we recommend for divestment | 3 | 5 | 1 | 5 | X | Financial |
| SBRAX | Segall Bryant & Hamill All Cap Ret | Owns companies we recommend for divestment | 3 | 5 | 7 | 6 | X | Large Blend |
| RYFAX | Rydex Financial Services H | Owns companies we recommend for divestment | 3 | 5 | 1 | 5 | X | Financial |
| RYFIX | Rydex Financial Services Inv | Owns companies we recommend for divestment | 3 | 5 | 1 | 5 | X | Financial |
| RYATX | Rydex NASDAQ-100® A | Owns companies we recommend for divestment | 3 | 6 | 13 | 6 | X | Large Growth |
| RYCOX | Rydex NASDAQ-100® C | Owns companies we recommend for divestment | 3 | 6 | 13 | 6 | X | Large Growth |
| RYHOX | Rydex NASDAQ-100® H | Owns companies we recommend for divestment | 3 | 6 | 13 | 6 | X | Large Growth |
| RYOCX | Rydex NASDAQ-100® Inv | Owns companies we recommend for divestment | 3 | 6 | 13 | 6 | X | Large Growth |
| RYTHX | Rydex Technology A | Owns companies we recommend for divestment | 3 | 3 | 13 | 6 | X | Technology |
| RYCHX | Rydex Technology C | Owns companies we recommend for divestment | 3 | 3 | 13 | 6 | X | Technology |
| RYTAX | Rydex Technology H | Owns companies we recommend for divestment | 3 | 3 | 13 | 6 | X | Technology |
| RYTIX | Rydex Technology Inv | Owns companies we recommend for divestment | 3 | 3 | 13 | 6 | X | Technology |
| SWLSX | Schwab Large-Cap Growth | Owns companies we recommend for divestment | 3 | 5 | 10 | 7 | X | Large Growth |
| SBHAX | Segall Bryant & Hamill All Cap Instl | Owns companies we recommend for divestment | 3 | 5 | 7 | 6 | X | Large Blend |
| SELV | SEI Enhanced Low Volatil US Lg Cap ETF | Owns companies we recommend for divestment | 3 | 11 | 10 | 8 | X | Large Value |
| GDGSX | Sit Global Dividend Growth S | Owns companies we recommend for divestment | 3 | 3 | 7 | 7 | X | Global Large-Stock Blend |
| SEIM | SEI Enhanced US Large Cap Momt Fac ETF | Owns companies we recommend for divestment | 3 | 6 | 9 | 6 | X | Large Growth |
| SEIS | SEI Select Small Cap ETF | Owns companies we recommend for divestment | 3 | 3 | 2 | 3 | X | Small Blend |
| SLLAX | SEI Small Cap F (SIMT) | Owns companies we recommend for divestment | 3 | 5 | 5 | 8 | X | Small Blend |
| SECAX | SEI Small Cap II A (SIIT) | Owns companies we recommend for divestment | 3 | 5 | 5 | 8 | X | Small Blend |
| SMYFX | SEI Small Cap Y (SIMT) | Owns companies we recommend for divestment | 3 | 5 | 5 | 8 | X | Small Blend |
| GINX | SGI Enhanced Global Income ETF | Owns companies we recommend for divestment | 3 | 1 | 7 | 6 | X | Global Large-Stock Value |
| NQQQX | Shelton Nasdaq-100 Index Institutional | Owns companies we recommend for divestment | 3 | 6 | 13 | 6 | X | Large Growth |
| NASDX | Shelton Nasdaq-100 Index Investor | Owns companies we recommend for divestment | 3 | 6 | 13 | 6 | X | Large Growth |
| NDXKX | Shelton Nasdaq-100 Index K | Owns companies we recommend for divestment | 3 | 6 | 13 | 6 | X | Large Growth |
| NEXIX | Shelton Sustainable Equity Institutional | Owns companies we recommend for divestment | 3 | 1 | 2 | 3 | V | Mid-Cap Growth |
| NEXTX | Shelton Sustainable Equity Investor | Owns companies we recommend for divestment | 3 | 1 | 2 | 3 | V | Mid-Cap Growth |
| GDGIX | Sit Global Dividend Growth I | Owns companies we recommend for divestment | 3 | 3 | 7 | 7 | X | Global Large-Stock Blend |
| Putnam Sustainable Retirement 2035 R | Owns companies we recommend for divestment | 3 | 6 | 9 | 8 | V | Target-Date 2035 |
| PRRWX | Putnam Sustainable Retirement 2035 A | Owns companies we recommend for divestment | 3 | 6 | 9 | 8 | V | Target-Date 2035 |
| MOSNX | MassMutual Overseas R3 | Owns companies we recommend for divestment | 3 | 1 | 7 | 4 | X | Foreign Large Blend |
| TISCX | Nuveen Large Cap Responsible Eq R6 | Owns companies we recommend for divestment | 3 | 6 | 12 | 3 | V | Large Blend |
| TIIRX | Nuveen Core Equity A | Owns companies we recommend for divestment | 3 | 7 | 11 | 5 | X | Large Blend |
| TGIHX | Nuveen Core Equity I | Owns companies we recommend for divestment | 3 | 7 | 11 | 5 | X | Large Blend |
| TRPGX | Nuveen Core Equity Premier | Owns companies we recommend for divestment | 3 | 7 | 11 | 5 | X | Large Blend |
| TIGRX | Nuveen Core Equity R6 | Owns companies we recommend for divestment | 3 | 7 | 11 | 5 | X | Large Blend |
| TRGIX | Nuveen Core Equity Retire | Owns companies we recommend for divestment | 3 | 7 | 11 | 5 | X | Large Blend |
| TGIWX | Nuveen Core Equity W | Owns companies we recommend for divestment | 3 | 7 | 11 | 5 | X | Large Blend |
| NULV | Nuveen ESG Large-Cap Value ETF | Owns companies we recommend for divestment | 3 | 6 | 6 | 2 | V | Large Value |
| NUSC | Nuveen ESG Small-Cap ETF | Owns companies we recommend for divestment | 3 | 5 | 5 | 6 | V | Small Blend |
| TICRX | Nuveen Large Cap Responsible Eq A | Owns companies we recommend for divestment | 3 | 6 | 12 | 3 | V | Large Blend |
| TICHX | Nuveen Large Cap Responsible Eq I | Owns companies we recommend for divestment | 3 | 6 | 12 | 3 | V | Large Blend |
| TRPSX | Nuveen Large Cap Responsible Eq Prem | Owns companies we recommend for divestment | 3 | 6 | 12 | 3 | V | Large Blend |
| TRSCX | Nuveen Large Cap Responsible Eq Ret | Owns companies we recommend for divestment | 3 | 6 | 12 | 3 | V | Large Blend |
| NEIMX | Neiman Large Cap Value No-Load | Owns companies we recommend for divestment | 3 | 4 | 9 | 4 | X | Large Value |
| NQCAX | Nuveen Large Cap Value Opportunities A | Owns companies we recommend for divestment | 3 | 4 | 8 | 6 | X | Large Value |
| NQCCX | Nuveen Large Cap Value Opportunities C | Owns companies we recommend for divestment | 3 | 4 | 8 | 6 | X | Large Value |
| NQCRX | Nuveen Large Cap Value Opportunities I | Owns companies we recommend for divestment | 3 | 4 | 8 | 6 | X | Large Value |
| TCSEX | Nuveen Quant Small Cap Equity A | Owns companies we recommend for divestment | 3 | 1 | 4 | 3 | X | Small Blend |
| TSCHX | Nuveen Quant Small Cap Equity I | Owns companies we recommend for divestment | 3 | 1 | 4 | 3 | X | Small Blend |
| TSRPX | Nuveen Quant Small Cap Equity Premier | Owns companies we recommend for divestment | 3 | 1 | 4 | 3 | X | Small Blend |
| TISEX | Nuveen Quant Small Cap Equity R6 | Owns companies we recommend for divestment | 3 | 1 | 4 | 3 | X | Small Blend |
| TRSEX | Nuveen Quant Small Cap Equity Ret | Owns companies we recommend for divestment | 3 | 1 | 4 | 3 | X | Small Blend |
| TSCWX | Nuveen Quant Small Cap Equity W | Owns companies we recommend for divestment | 3 | 1 | 4 | 3 | X | Small Blend |
| 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 |
| NSEIX | Nicholas Equity Income I | Owns companies we recommend for divestment | 3 | 2 | 6 | 3 | X | Large Value |
| NEAMX | Neiman Large Cap Value A | Owns companies we recommend for divestment | 3 | 4 | 9 | 4 | X | Large Value |
| TSMOX | Nuveen Quant Small/Mid Cap Eq Retirement | Owns companies we recommend for divestment | 3 | 3 | 4 | 4 | X | Small Blend |
| OTCGX | MFS Mid Cap Growth R1 | Owns companies we recommend for divestment | 3 | 2 | 0 | 4 | X | Mid-Cap Growth |
| MOSFX | MassMutual Overseas R4 | Owns companies we recommend for divestment | 3 | 1 | 7 | 4 | X | Foreign Large Blend |
| 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 |
| FLMAX | Meeder Muirfield Adviser | Owns companies we recommend for divestment | 3 | 10 | 11 | 7 | X | Tactical Allocation |
| FLMIX | Meeder Muirfield Institutional | Owns companies we recommend for divestment | 3 | 10 | 11 | 7 | X | Tactical Allocation |
| FLMFX | Meeder Muirfield Retail | Owns companies we recommend for divestment | 3 | 10 | 11 | 7 | X | Tactical Allocation |
| OTCAX | MFS Mid Cap Growth A | Owns companies we recommend for divestment | 3 | 2 | 0 | 4 | X | Mid-Cap Growth |
| OTCBX | MFS Mid Cap Growth B | Owns companies we recommend for divestment | 3 | 2 | 0 | 4 | X | Mid-Cap Growth |
| OTCCX | MFS Mid Cap Growth C | Owns companies we recommend for divestment | 3 | 2 | 0 | 4 | X | Mid-Cap Growth |
| OTCIX | MFS Mid Cap Growth I | Owns companies we recommend for divestment | 3 | 2 | 0 | 4 | X | Mid-Cap Growth |
| MCPRX | MFS Mid Cap Growth R2 | Owns companies we recommend for divestment | 3 | 2 | 0 | 4 | X | Mid-Cap Growth |
| NEEGX | Needham Growth Retail | Owns companies we recommend for divestment | 3 | 1 | 5 | 3 | X | Mid-Cap Growth |
| OTCHX | MFS Mid Cap Growth R3 | Owns companies we recommend for divestment | 3 | 2 | 0 | 4 | X | Mid-Cap Growth |
| OTCJX | MFS Mid Cap Growth R4 | Owns companies we recommend for divestment | 3 | 2 | 0 | 4 | X | Mid-Cap Growth |
| OTCKX | MFS Mid Cap Growth R6 | Owns companies we recommend for divestment | 3 | 2 | 0 | 4 | X | Mid-Cap Growth |
| MAAUX | Morgan Stanley Inst Dynamic Value A | Owns companies we recommend for divestment | 3 | 7 | 8 | 4 | X | Mid-Cap Value |
| MAAOX | Morgan Stanley Inst Dynamic Value C | Owns companies we recommend for divestment | 3 | 7 | 8 | 4 | X | Mid-Cap Value |
| MAAQX | Morgan Stanley Inst Dynamic Value I | Owns companies we recommend for divestment | 3 | 7 | 8 | 4 | X | Mid-Cap Value |
| MAADX | Morgan Stanley Inst Dynamic Value R6 | Owns companies we recommend for divestment | 3 | 7 | 8 | 4 | X | Mid-Cap Value |
| SECEX | NAA Large Core A | Owns companies we recommend for divestment | 3 | 9 | 15 | 6 | X | Large Blend |
| SFECX | NAA Large Core C | Owns companies we recommend for divestment | 3 | 9 | 15 | 6 | X | Large Blend |
| GILIX | NAA Large Core Instl | Owns companies we recommend for divestment | 3 | 9 | 15 | 6 | X | Large Blend |
| SFEPX | NAA Large Core P | Owns companies we recommend for divestment | 3 | 9 | 15 | 6 | X | Large Blend |
| NEEIX | Needham Growth Institutional | Owns companies we recommend for divestment | 3 | 1 | 5 | 3 | X | Mid-Cap Growth |
| TSMWX | Nuveen Quant Small/Mid Cap Eq R6 | Owns companies we recommend for divestment | 3 | 3 | 4 | 4 | X | Small Blend |
| TSMUX | Nuveen Quant Small/Mid Cap Eq W | Owns companies we recommend for divestment | 3 | 3 | 4 | 4 | X | Small Blend |
| TQQQ | ProShares UltraPro QQQ | Owns companies we recommend for divestment | 3 | 6 | 13 | 6 | X | Trading--Leveraged Equity |
| PKAAX | PIMCO RAE US A | Owns companies we recommend for divestment | 3 | 6 | 7 | 1 | X | Large Value |
| PJFAX | PGIM Jennison Growth A | Owns companies we recommend for divestment | 3 | 7 | 9 | 6 | X | Large Growth |
| PJFCX | PGIM Jennison Growth C | Owns companies we recommend for divestment | 3 | 7 | 9 | 6 | X | Large Growth |
| PJGRX | PGIM Jennison Growth R | Owns companies we recommend for divestment | 3 | 7 | 9 | 6 | X | Large Growth |
| PJFOX | PGIM Jennison Growth R2 | Owns companies we recommend for divestment | 3 | 7 | 9 | 6 | X | Large Growth |
| PJFPX | PGIM Jennison Growth R4 | Owns companies we recommend for divestment | 3 | 7 | 9 | 6 | X | Large Growth |
| PJFQX | PGIM Jennison Growth R6 | Owns companies we recommend for divestment | 3 | 7 | 9 | 6 | X | Large Growth |
| PJFZX | PGIM Jennison Growth Z | Owns companies we recommend for divestment | 3 | 7 | 9 | 6 | X | Large Growth |
| PJDAX | PGIM Jennison Rising Dividend A | Owns companies we recommend for divestment | 3 | 5 | 8 | 3 | X | Large Blend |
| PJDCX | PGIM Jennison Rising Dividend C | Owns companies we recommend for divestment | 3 | 5 | 8 | 3 | X | Large Blend |
| PJDQX | PGIM Jennison Rising Dividend R6 | Owns companies we recommend for divestment | 3 | 5 | 8 | 3 | X | Large Blend |
| PJDZX | PGIM Jennison Rising Dividend Z | Owns companies we recommend for divestment | 3 | 5 | 8 | 3 | X | Large Blend |
| PKAPX | PIMCO RAE US I-2 | Owns companies we recommend for divestment | 3 | 6 | 7 | 1 | X | Large Value |
| PJIQX | PGIM Jennison Global Equity Income R6 | Owns companies we recommend for divestment | 3 | 3 | 4 | 1 | X | Global Large-Stock Value |
| PKAIX | PIMCO RAE US Instl | Owns companies we recommend for divestment | 3 | 6 | 7 | 1 | X | Large Value |
| PGVFX | Polaris Global Value | Owns companies we recommend for divestment | 3 | 3 | 3 | 4 | X | Global Large-Stock Value |
| MMSCX | Praxis Small Cap Index A | Owns companies we recommend for divestment | 3 | 7 | 6 | 8 | V | Small Blend |
| MMSIX | Praxis Small Cap Index I | Owns companies we recommend for divestment | 3 | 7 | 6 | 8 | V | Small Blend |
| MVIAX | Praxis Value Index A | Owns companies we recommend for divestment | 3 | 16 | 15 | 12 | V | Large Value |
| MVIIX | Praxis Value Index I | Owns companies we recommend for divestment | 3 | 16 | 15 | 12 | V | Large Value |
| POGRX | PRIMECAP Odyssey Growth | Owns companies we recommend for divestment | 3 | 5 | 16 | 10 | X | Large Blend |
| PFISX | Principal International Small Company R6 | Owns companies we recommend for divestment | 3 | 2 | 2 | 1 | X | Foreign Small/Mid Blend |
| PISMX | Principal International Sml Compny Instl | Owns companies we recommend for divestment | 3 | 2 | 2 | 1 | X | Foreign Small/Mid Blend |
| PSC | Principal US Small Cap ETF | Owns companies we recommend for divestment | 3 | 3 | 6 | 3 | X | Small Blend |
| DAT | ProShares Big Data Refiners ETF | Owns companies we recommend for divestment | 3 | 2 | 2 | 2 | X | Technology |
| QLD | ProShares Ultra QQQ | Owns companies we recommend for divestment | 3 | 6 | 13 | 6 | X | Trading--Leveraged Equity |
| JDEZX | PGIM Jennison Global Equity Income Z | Owns companies we recommend for divestment | 3 | 3 | 4 | 1 | X | Global Large-Stock Value |
| PJERX | PGIM Jennison Global Equity Income R | Owns companies we recommend for divestment | 3 | 3 | 4 | 1 | X | Global Large-Stock Value |
| MBNAX | NYLI Balanced Class A | Owns companies we recommend for divestment | 3 | 5 | 4 | 3 | X | Moderate Allocation |
| OISVX | Optimum Small-Mid Cap Value Instl | Owns companies we recommend for divestment | 3 | 5 | 7 | 7 | X | Small Value |
| MBACX | NYLI Balanced Class C | Owns companies we recommend for divestment | 3 | 5 | 4 | 3 | X | Moderate Allocation |
| MBAIX | NYLI Balanced Class I | Owns companies we recommend for divestment | 3 | 5 | 4 | 3 | X | Moderate Allocation |
| MBERX | NYLI Balanced Class R6 | Owns companies we recommend for divestment | 3 | 5 | 4 | 3 | X | Moderate Allocation |
| MBINX | NYLI Balanced Investor Class | Owns companies we recommend for divestment | 3 | 5 | 4 | 3 | X | Moderate Allocation |
| IQSI | NYLI Candriam International Equity ETF | Owns companies we recommend for divestment | 3 | 3 | 16 | 4 | V | Foreign Large Blend |
| MAPAX | NYLI WMC Value Class A | Owns companies we recommend for divestment | 3 | 5 | 4 | 3 | X | Large Value |
| MMPCX | NYLI WMC Value Class C | Owns companies we recommend for divestment | 3 | 5 | 4 | 3 | X | Large Value |
| MUBFX | NYLI WMC Value Class I | Owns companies we recommend for divestment | 3 | 5 | 4 | 3 | X | Large Value |
| MMPDX | NYLI WMC Value Class R6 | Owns companies we recommend for divestment | 3 | 5 | 4 | 3 | X | Large Value |
| MSMIX | NYLI WMC Value Investor Class | Owns companies we recommend for divestment | 3 | 5 | 4 | 3 | X | Large Value |
| 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 |
| OSTFX | Osterweis | Owns companies we recommend for divestment | 3 | 3 | 6 | 8 | X | Large Blend |
| AGOCX | PGIM Jennison Global Equity Income C | Owns companies we recommend for divestment | 3 | 3 | 4 | 1 | X | Global Large-Stock Value |
| OSTVX | Osterweis Growth & Income Fund | Owns companies we recommend for divestment | 3 | 3 | 6 | 8 | X | Moderate Allocation |
| PTNQ | Pacer Trendpilot™ 100 ETF | Owns companies we recommend for divestment | 3 | 6 | 13 | 6 | X | Large Growth |
| PYVLX | Payden Equity Income | Owns companies we recommend for divestment | 3 | 6 | 11 | 5 | X | Large Value |
| PYVAX | Payden Equity Income Adviser | Owns companies we recommend for divestment | 3 | 6 | 11 | 5 | X | Large Value |
| PYVSX | Payden Equity Income SI | Owns companies we recommend for divestment | 3 | 6 | 11 | 5 | X | Large Value |
| PBFDX | Payson Total Return | Owns companies we recommend for divestment | 3 | 3 | 8 | 6 | X | Large Blend |
| TBDAX | PGIM Jennison Diversified Growth A | Owns companies we recommend for divestment | 3 | 5 | 9 | 4 | X | Large Growth |
| TBDCX | PGIM Jennison Diversified Growth C | Owns companies we recommend for divestment | 3 | 5 | 9 | 4 | X | Large Growth |
| TBDQX | PGIM Jennison Diversified Growth R6 | Owns companies we recommend for divestment | 3 | 5 | 9 | 4 | X | Large Growth |
| TBDZX | PGIM Jennison Diversified Growth Z | Owns companies we recommend for divestment | 3 | 5 | 9 | 4 | X | Large Growth |
| PJFV | PGIM Jennison Focused Value ETF | Owns companies we recommend for divestment | 3 | 4 | 7 | 5 | X | Large Value |
| SPQAX | PGIM Jennison Global Equity Income A | Owns companies we recommend for divestment | 3 | 3 | 4 | 1 | X | Global Large-Stock Value |
| WCEO | Hypatia Women CEO ETF | Owns companies we recommend for divestment | 3 | 2 | 5 | 5 | V | Small Blend |
| HUMEX | Huber Mid Cap Value Instl | Owns companies we recommend for divestment | 3 | 3 | 1 | 5 | X | Small Value |
| WBIRX | William Blair International Growth R6 | Owns companies we recommend for divestment | 2 | 1 | 3 | 4 | X | Foreign Large Growth |
| BGVIX | Brandes Global Equity I | Owns companies we recommend for divestment | 3 | 2 | 5 | 2 | X | Global Large-Stock Value |
| DQIAX | BNY Mellon Equity Income Fund A | Owns companies we recommend for divestment | 3 | 8 | 12 | 8 | X | Large Value |
| DQICX | BNY Mellon Equity Income Fund C | Owns companies we recommend for divestment | 3 | 8 | 12 | 8 | X | Large Value |
| DQIRX | BNY Mellon Equity Income Fund I | Owns companies we recommend for divestment | 3 | 8 | 12 | 8 | X | Large Value |
| DQIYX | BNY Mellon Equity Income Fund Y | Owns companies we recommend for divestment | 3 | 8 | 12 | 8 | X | Large Value |
| MISCX | BNY Mellon Small Cap Multi-Strategy Inv | Owns companies we recommend for divestment | 3 | 4 | 2 | 6 | X | Small Growth |
| MPSSX | BNY Mellon Small Cap Multi-Strategy M | Owns companies we recommend for divestment | 3 | 4 | 2 | 6 | X | Small Growth |
| BKSE | BNY Mellon US Small Cap Core Equity ETF | Owns companies we recommend for divestment | 3 | 5 | 5 | 5 | X | Small Blend |
| BPAIX | Boston Partners All Cap Value Instl | Owns companies we recommend for divestment | 3 | 3 | 7 | 4 | X | Large Value |
| BPAVX | Boston Partners All Cap Value Inv | Owns companies we recommend for divestment | 3 | 3 | 7 | 4 | X | Large Value |
| BGEAX | Brandes Global Equity A | Owns companies we recommend for divestment | 3 | 2 | 5 | 2 | X | Global Large-Stock Value |
| BGVCX | Brandes Global Equity C | Owns companies we recommend for divestment | 3 | 2 | 5 | 2 | X | Global Large-Stock Value |
| BIEAX | Brandes International Equity A | Owns companies we recommend for divestment | 3 | 0 | 4 | 1 | X | Foreign Large Value |
| BSDAX | BlackRock SMID-Cap Growth Equity Inv A | Owns companies we recommend for divestment | 3 | 1 | 0 | 3 | X | Mid-Cap Growth |
| BIECX | Brandes International Equity C | Owns companies we recommend for divestment | 3 | 0 | 4 | 1 | X | Foreign Large Value |
| BIIEX | Brandes International Equity I | Owns companies we recommend for divestment | 3 | 0 | 4 | 1 | X | Foreign Large Value |
| BIERX | Brandes International Equity R6 | Owns companies we recommend for divestment | 3 | 0 | 4 | 1 | X | Foreign Large Value |
| BINV | Brandes International ETF | Owns companies we recommend for divestment | 3 | 1 | 4 | 2 | X | Foreign Large Value |
| BUSA | Brandes U.S. Value ETF | Owns companies we recommend for divestment | 3 | 3 | 5 | 3 | X | Large Value |
| BUFEX | Buffalo Blue Chip Growth | Owns companies we recommend for divestment | 3 | 7 | 11 | 6 | X | Large Growth |
| BUIEX | Buffalo Blue Chip Growth Instl Cl | Owns companies we recommend for divestment | 3 | 7 | 11 | 6 | X | Large Growth |
| BRNY | Burney U.S. Factor Rotation ETF | Owns companies we recommend for divestment | 3 | 5 | 6 | 5 | X | Mid-Cap Blend |
| SMRI | Bushido Capital US Equity ETF | Owns companies we recommend for divestment | 3 | 1 | 6 | 1 | X | Large Value |
| CVLOX | Calamos Global Opportunities A | Owns companies we recommend for divestment | 3 | 5 | 9 | 3 | X | Global Allocation |
| CVLCX | Calamos Global Opportunities C | Owns companies we recommend for divestment | 3 | 5 | 9 | 3 | X | Global Allocation |
| CGCIX | Calamos Global Opportunities I | Owns companies we recommend for divestment | 3 | 5 | 9 | 3 | X | Global Allocation |
| BSDKX | BlackRock SMID-Cap Growth Equity K | Owns companies we recommend for divestment | 3 | 1 | 0 | 3 | X | Mid-Cap Growth |
| BSMDX | BlackRock SMID-Cap Growth Equity Instl | Owns companies we recommend for divestment | 3 | 1 | 0 | 3 | X | Mid-Cap Growth |
| CVGCX | Calamos Growth C | Owns companies we recommend for divestment | 3 | 6 | 9 | 7 | X | Large Growth |
| ROE | Astoria US Equal Weight Quality KingsETF | Owns companies we recommend for divestment | 3 | 9 | 11 | 5 | X | Large Value |
| ARCHX | Archer Balanced | Owns companies we recommend for divestment | 3 | 3 | 8 | 4 | X | Moderate Allocation |
| ARAQX | Aristotle Value Eq A | Owns companies we recommend for divestment | 3 | 1 | 6 | 3 | X | Large Blend |
| ARIQX | Aristotle Value Eq I | Owns companies we recommend for divestment | 3 | 1 | 6 | 3 | X | Large Blend |
| AIQQX | Aristotle Value Equity I-2 | Owns companies we recommend for divestment | 3 | 1 | 6 | 3 | X | Large Blend |
| ARRQX | Aristotle Value Equity R6 | Owns companies we recommend for divestment | 3 | 1 | 6 | 3 | X | Large Blend |
| APDTX | Artisan Focus Fund Advisor | Owns companies we recommend for divestment | 3 | 3 | 5 | 3 | X | Large Growth |
| APHTX | Artisan Focus Fund Institutional | Owns companies we recommend for divestment | 3 | 3 | 5 | 3 | X | Large Growth |
| ARTTX | Artisan Focus Fund Investor | Owns companies we recommend for divestment | 3 | 3 | 5 | 3 | X | Large Growth |
| APDGX | Artisan Global Value Advisor | Owns companies we recommend for divestment | 3 | 4 | 5 | 1 | X | Global Large-Stock Value |
| APHGX | Artisan Global Value Institutional | Owns companies we recommend for divestment | 3 | 4 | 5 | 1 | X | Global Large-Stock Value |
| ARTGX | Artisan Global Value Investor | Owns companies we recommend for divestment | 3 | 4 | 5 | 1 | X | Global Large-Stock Value |
| AVIE | Avantis Inflation Focused Equity ETF | Owns companies we recommend for divestment | 3 | 4 | 6 | 0 | X | Large Value |
| BKBDX | BlackRock Global Dividend K | Owns companies we recommend for divestment | 3 | 4 | 6 | 6 | X | Global Large-Stock Blend |
| AVLV | Avantis US Large Cap Value ETF | Owns companies we recommend for divestment | 3 | 9 | 11 | 6 | X | Large Value |
| AVCNX | Avantis® U.S. Small Cap Value G | Owns companies we recommend for divestment | 3 | 5 | 3 | 6 | X | Small Value |
| AVUVX | Avantis® U.S. Small Cap Value Instl | Owns companies we recommend for divestment | 3 | 5 | 3 | 6 | X | Small Value |
| AVEDX | Ave Maria Rising Dividend | Owns companies we recommend for divestment | 3 | 0 | 4 | 3 | X | Large Blend |
| SCRSX | Bernstein Small Cap Core SCB | Owns companies we recommend for divestment | 3 | 1 | 2 | 2 | X | Small Blend |
| PSGIX | BlackRock Advantage Small Cap Gr Instl | Owns companies we recommend for divestment | 3 | 1 | 3 | 6 | X | Small Growth |
| CSGEX | BlackRock Advantage Small Cap Gr Inv A | Owns companies we recommend for divestment | 3 | 1 | 3 | 6 | X | Small Growth |
| PSGKX | BlackRock Advantage Small Cap Gr K | Owns companies we recommend for divestment | 3 | 1 | 3 | 6 | X | Small Growth |
| BSGRX | BlackRock Advantage Small Cap Gr R | Owns companies we recommend for divestment | 3 | 1 | 3 | 6 | X | Small Growth |
| BIBDX | BlackRock Global Dividend Instl | Owns companies we recommend for divestment | 3 | 4 | 6 | 6 | X | Global Large-Stock Blend |
| BABDX | BlackRock Global Dividend Inv A | Owns companies we recommend for divestment | 3 | 4 | 6 | 6 | X | Global Large-Stock Blend |
| BCBDX | BlackRock Global Dividend Inv C | Owns companies we recommend for divestment | 3 | 4 | 6 | 6 | X | Global Large-Stock Blend |
| CVGRX | Calamos Growth A | Owns companies we recommend for divestment | 3 | 6 | 9 | 7 | X | Large Growth |
| CGRIX | Calamos Growth I | Owns companies we recommend for divestment | 3 | 6 | 9 | 7 | X | Large Growth |
| QSMNX | AQR Small Cap Multi-Style N | Owns companies we recommend for divestment | 3 | 4 | 2 | 3 | X | Small Blend |
| ILVFX | Columbia Integrated Large Cap Val Instl | Owns companies we recommend for divestment | 3 | 6 | 8 | 5 | X | Large Value |
| SAPYX | ClearBridge Appreciation I | Owns companies we recommend for divestment | 3 | 6 | 11 | 6 | X | Large Blend |
| LMESX | ClearBridge Appreciation IS | Owns companies we recommend for divestment | 3 | 6 | 11 | 6 | X | Large Blend |
| LMPPX | ClearBridge Appreciation R | Owns companies we recommend for divestment | 3 | 6 | 11 | 6 | X | Large Blend |
| IEVAX | Columbia Global Value A | Owns companies we recommend for divestment | 3 | 4 | 7 | 5 | X | Global Large-Stock Value |
| REVCX | Columbia Global Value C | Owns companies we recommend for divestment | 3 | 4 | 7 | 5 | X | Global Large-Stock Value |
| CEVZX | Columbia Global Value Inst | Owns companies we recommend for divestment | 3 | 4 | 7 | 5 | X | Global Large-Stock Value |
| RSEYX | Columbia Global Value Inst2 | Owns companies we recommend for divestment | 3 | 4 | 7 | 5 | X | Global Large-Stock Value |
| CEVYX | Columbia Global Value Inst3 | Owns companies we recommend for divestment | 3 | 4 | 7 | 5 | X | Global Large-Stock Value |
| REVRX | Columbia Global Value R | Owns companies we recommend for divestment | 3 | 4 | 7 | 5 | X | Global Large-Stock Value |
| CEVAX | Columbia Global Value S | Owns companies we recommend for divestment | 3 | 4 | 7 | 5 | X | Global Large-Stock Value |
| ILVBX | Columbia Integrated Large Cap Val A | Owns companies we recommend for divestment | 3 | 6 | 8 | 5 | X | Large Value |
| INDZX | Columbia Large Cap Value A | Owns companies we recommend for divestment | 3 | 6 | 7 | 5 | X | Large Value |
| SAPCX | ClearBridge Appreciation C | Owns companies we recommend for divestment | 3 | 6 | 11 | 6 | X | Large Blend |
| ADECX | Columbia Large Cap Value C | Owns companies we recommend for divestment | 3 | 6 | 7 | 5 | X | Large Value |
| CDVZX | Columbia Large Cap Value Inst | Owns companies we recommend for divestment | 3 | 6 | 7 | 5 | X | Large Value |
| RSEDX | Columbia Large Cap Value Inst2 | Owns companies we recommend for divestment | 3 | 6 | 7 | 5 | X | Large Value |
| CDEYX | Columbia Large Cap Value Inst3 | Owns companies we recommend for divestment | 3 | 6 | 7 | 5 | X | Large Value |
| CMUAX | Columbia Select Mid Cap Value A | Owns companies we recommend for divestment | 3 | 3 | 1 | 4 | X | Mid-Cap Value |
| CMUCX | Columbia Select Mid Cap Value C | Owns companies we recommend for divestment | 3 | 3 | 1 | 4 | X | Mid-Cap Value |
| NAMAX | Columbia Select Mid Cap Value Instl | Owns companies we recommend for divestment | 3 | 3 | 1 | 4 | X | Mid-Cap Value |
| CVERX | Columbia Select Mid Cap Value Instl 2 | Owns companies we recommend for divestment | 3 | 3 | 1 | 4 | X | Mid-Cap Value |
| CMVYX | Columbia Select Mid Cap Value Instl 3 | Owns companies we recommend for divestment | 3 | 3 | 1 | 4 | X | Mid-Cap Value |
| CMVRX | Columbia Select Mid Cap Value R | Owns companies we recommend for divestment | 3 | 3 | 1 | 4 | X | Mid-Cap Value |
| NAMBX | Columbia Select Mid Cap Value S | Owns companies we recommend for divestment | 3 | 3 | 1 | 4 | X | Mid-Cap Value |
| GRSPX | Cromwell Greenspring Mid Cap Instl | Owns companies we recommend for divestment | 3 | 3 | 6 | 4 | X | Mid-Cap Blend |
| LMPIX | ClearBridge Appreciation FI | Owns companies we recommend for divestment | 3 | 6 | 11 | 6 | X | Large Blend |
| SHAPX | ClearBridge Appreciation A | Owns companies we recommend for divestment | 3 | 6 | 11 | 6 | X | Large Blend |
| CAMWX | Cambiar Opportunity Inst | Owns companies we recommend for divestment | 3 | 3 | 5 | 4 | X | Large Value |
| HAGAX | Carillon Eagle Mid Cap Growth A | Owns companies we recommend for divestment | 3 | 1 | 0 | 3 | X | Mid-Cap Growth |
| CAMOX | Cambiar Opportunity Inv | Owns companies we recommend for divestment | 3 | 3 | 5 | 4 | X | Large Value |
| SYLD | Cambria Shareholder Yield ETF | Owns companies we recommend for divestment | 3 | 2 | 4 | 2 | X | Mid-Cap Value |
| CGIC | Capital Group International Cor Eq ETF | Owns companies we recommend for divestment | 3 | 2 | 7 | 4 | X | Foreign Large Blend |
| CGIE | Capital Group International Equity ETF | Owns companies we recommend for divestment | 3 | 1 | 5 | 3 | X | Foreign Large Growth |
| HRCPX | Carillon ClariVest Capital Apprec A | Owns companies we recommend for divestment | 3 | 7 | 11 | 9 | X | Large Growth |
| HRCCX | Carillon ClariVest Capital Apprec C | Owns companies we recommend for divestment | 3 | 7 | 11 | 9 | X | Large Growth |
| HRCIX | Carillon ClariVest Capital Apprec I | Owns companies we recommend for divestment | 3 | 7 | 11 | 9 | X | Large Growth |
| HRCUX | Carillon ClariVest Capital Apprec R6 | Owns companies we recommend for divestment | 3 | 7 | 11 | 9 | X | Large Growth |
| HRCVX | Carillon Eagle Growth & Income A | Owns companies we recommend for divestment | 3 | 3 | 5 | 2 | X | Large Value |
| HIGCX | Carillon Eagle Growth & Income C | Owns companies we recommend for divestment | 3 | 3 | 5 | 2 | X | Large Value |
| HIGJX | Carillon Eagle Growth & Income I | Owns companies we recommend for divestment | 3 | 3 | 5 | 2 | X | Large Value |
| HIGUX | Carillon Eagle Growth & Income R6 | Owns companies we recommend for divestment | 3 | 3 | 5 | 2 | X | Large Value |
| HAGCX | Carillon Eagle Mid Cap Growth C | Owns companies we recommend for divestment | 3 | 1 | 0 | 3 | X | Mid-Cap Growth |
| AWWIX | CIBC Atlas International Growth Instl | Owns companies we recommend for divestment | 3 | 0 | 5 | 1 | X | Foreign Large Growth |
| HAGIX | Carillon Eagle Mid Cap Growth I | Owns companies we recommend for divestment | 3 | 1 | 0 | 3 | X | Mid-Cap Growth |
| HRAUX | Carillon Eagle Mid Cap Growth R6 | Owns companies we recommend for divestment | 3 | 1 | 0 | 3 | X | Mid-Cap Growth |
| CRNSX | Catholic Rspnsbl Invst Intl Sm-Cp Ins | Owns companies we recommend for divestment | 3 | 2 | 4 | 1 | X | Foreign Small/Mid Blend |
| CRSSX | Catholic Rspnsbl Invstmnts Small-Cap Ins | Owns companies we recommend for divestment | 3 | 3 | 5 | 5 | X | Small Blend |
| CGVIX | Causeway Global Value Inst | Owns companies we recommend for divestment | 3 | 2 | 4 | 2 | X | Global Large-Stock Value |
| CGVVX | Causeway Global Value Inv | Owns companies we recommend for divestment | 3 | 2 | 4 | 2 | X | Global Large-Stock Value |
| CIOIX | Causeway International Opps Inst | Owns companies we recommend for divestment | 3 | 1 | 3 | 1 | X | Foreign Large Value |
| CIOVX | Causeway International Opps Inv | Owns companies we recommend for divestment | 3 | 1 | 3 | 1 | X | Foreign Large Value |
| CIVIX | Causeway International Value Instl | Owns companies we recommend for divestment | 3 | 1 | 3 | 1 | X | Foreign Large Value |
| CIVVX | Causeway International Value Inv | Owns companies we recommend for divestment | 3 | 1 | 3 | 1 | X | Foreign Large Value |
| CHCGX | Chesapeake Growth | Owns companies we recommend for divestment | 3 | 5 | 9 | 6 | X | Large Growth |
| AWEIX | CIBC Atlas Disciplined Equity Instl | Owns companies we recommend for divestment | 3 | 6 | 11 | 7 | X | Large Blend |
| QSERX | AQR Small Cap Multi-Style R6 | Owns companies we recommend for divestment | 3 | 4 | 2 | 3 | X | Small Blend |
| QSMLX | AQR Small Cap Multi-Style I | Owns companies we recommend for divestment | 3 | 4 | 2 | 3 | X | Small Blend |
| CHDVX | Cullen High Dividend Equity I | Owns companies we recommend for divestment | 3 | 2 | 7 | 4 | X | Large Value |
| SDOG | ALPS Sector Dividend Dogs ETF | Owns companies we recommend for divestment | 3 | 3 | 6 | 3 | X | Large Value |
| SEPKX | Allspring Mid Cap Growth Fund - Cl Admin | Owns companies we recommend for divestment | 3 | 1 | 2 | 3 | X | Mid-Cap Growth |
| WENCX | Allspring Mid Cap Growth Fund - Cl C | Owns companies we recommend for divestment | 3 | 1 | 2 | 3 | X | Mid-Cap Growth |
| WFEIX | Allspring Mid Cap Growth Fund - Cl Inst | Owns companies we recommend for divestment | 3 | 1 | 2 | 3 | X | Mid-Cap Growth |
| WENRX | Allspring Mid Cap Growth Fund - Cl R6 | Owns companies we recommend for divestment | 3 | 1 | 2 | 3 | X | Mid-Cap Growth |
| WFPAX | Allspring Special Mid Cap Value A | Owns companies we recommend for divestment | 3 | 1 | 3 | 2 | X | Mid-Cap Value |
| WFMDX | Allspring Special Mid Cap Value Admin | Owns companies we recommend for divestment | 3 | 1 | 3 | 2 | X | Mid-Cap Value |
| WFPCX | Allspring Special Mid Cap Value C | Owns companies we recommend for divestment | 3 | 1 | 3 | 2 | X | Mid-Cap Value |
| WFMIX | Allspring Special Mid Cap Value Inst | Owns companies we recommend for divestment | 3 | 1 | 3 | 2 | X | Mid-Cap Value |
| WFPRX | Allspring Special Mid Cap Value R6 | Owns companies we recommend for divestment | 3 | 1 | 3 | 2 | X | Mid-Cap Value |
| IMOM | Alpha Architect Intl Quant Momt ETF | Owns companies we recommend for divestment | 3 | 1 | 4 | 1 | X | Foreign Large Blend |
| QVAL | Alpha Architect US Quantitative Val ETF | Owns companies we recommend for divestment | 3 | 2 | 4 | 2 | X | Mid-Cap Value |
| AIEAX | American Beacon International Eq A | Owns companies we recommend for divestment | 3 | 2 | 7 | 4 | X | Foreign Large Value |
| AGIZX | Alger Growth & Income Z | Owns companies we recommend for divestment | 3 | 7 | 12 | 4 | X | Large Blend |
| AAISX | American Beacon International Eq Adv | Owns companies we recommend for divestment | 3 | 2 | 7 | 4 | X | Foreign Large Value |
| AILCX | American Beacon International Eq C | Owns companies we recommend for divestment | 3 | 2 | 7 | 4 | X | Foreign Large Value |
| AAIPX | American Beacon International Eq Inv | Owns companies we recommend for divestment | 3 | 2 | 7 | 4 | X | Foreign Large Value |
| AAIEX | American Beacon International Eq R5 | Owns companies we recommend for divestment | 3 | 2 | 7 | 4 | X | Foreign Large Value |
| AAERX | American Beacon International Eq R6 | Owns companies we recommend for divestment | 3 | 2 | 7 | 4 | X | Foreign Large Value |
| ABEYX | American Beacon International Eq Y | Owns companies we recommend for divestment | 3 | 2 | 7 | 4 | X | Foreign Large Value |
| SMFAX | American Beacon Stephens Mid-Cap Gr A | Owns companies we recommend for divestment | 3 | 2 | 2 | 4 | X | Mid-Cap Growth |
| SMFCX | American Beacon Stephens Mid-Cap Gr C | Owns companies we recommend for divestment | 3 | 2 | 2 | 4 | X | Mid-Cap Growth |
| STMGX | American Beacon Stephens Mid-Cap Gr Inv | Owns companies we recommend for divestment | 3 | 2 | 2 | 4 | X | Mid-Cap Growth |
| SFMIX | American Beacon Stephens Mid-Cap Gr R5 | Owns companies we recommend for divestment | 3 | 2 | 2 | 4 | X | Mid-Cap Growth |
| SFMRX | American Beacon Stephens Mid-Cap Gr R6 | Owns companies we recommend for divestment | 3 | 2 | 2 | 4 | X | Mid-Cap Growth |
| SMFYX | American Beacon Stephens Mid-Cap Gr Y | Owns companies we recommend for divestment | 3 | 2 | 2 | 4 | X | Mid-Cap Growth |
| SENAX | Allspring Mid Cap Growth Fund - Cl A | Owns companies we recommend for divestment | 3 | 1 | 2 | 3 | X | Mid-Cap Growth |
| AIGOX | Alger Growth & Income I-2 | Owns companies we recommend for divestment | 3 | 7 | 12 | 4 | X | Large Blend |
| ACLCX | American Century Value C | Owns companies we recommend for divestment | 3 | 3 | 9 | 4 | X | Large Value |
| AUICX | AB Equity Income C | Owns companies we recommend for divestment | 3 | 3 | 6 | 5 | X | Large Value |
| WSMGX | Wilshire Small Company Growth Instl | Owns companies we recommend for divestment | 2 | 2 | 2 | 3 | X | Small Growth |
| DTSGX | Wilshire Small Company Growth Invmt | Owns companies we recommend for divestment | 2 | 2 | 2 | 3 | X | Small Growth |
| WTAI | WisdomTree Artfcl Intllgnc & Innvtn ETF | Owns companies we recommend for divestment | 2 | 3 | 10 | 7 | X | Technology |
| QGRW | WisdomTree U.S. Quality Growth ETF | Owns companies we recommend for divestment | 2 | 5 | 8 | 5 | X | Large Growth |
| HAUZ | Xtrackers International Real Estate ETF | Owns companies we recommend for divestment | 2 | 0 | 3 | 0 | X | Global Real Estate |
| EASG | Xtrackers MSCI EAFE Selection Eq ETF | Owns companies we recommend for divestment | 2 | 3 | 11 | 5 | V | Foreign Large Blend |
| SNPG | Xtrackers S&P 500 Growth Scrd & Scrn ETF | Owns companies we recommend for divestment | 2 | 5 | 8 | 4 | V | Large Growth |
| SNPD | Xtrackers S&P Div Arstcrts Scrn ETF | Owns companies we recommend for divestment | 2 | 6 | 5 | 1 | V | Mid-Cap Value |
| FWD | AB Disruptors ETF | Owns companies we recommend for divestment | 3 | 2 | 12 | 6 | X | Global Large-Stock Growth |
| AUIAX | AB Equity Income A | Owns companies we recommend for divestment | 3 | 3 | 6 | 5 | X | Large Value |
| AUIYX | AB Equity Income Advisor | Owns companies we recommend for divestment | 3 | 3 | 6 | 5 | X | Large Value |
| AUIIX | AB Equity Income I | Owns companies we recommend for divestment | 3 | 3 | 6 | 5 | X | Large Value |
| ALBCX | Alger Growth & Income C | Owns companies we recommend for divestment | 3 | 7 | 12 | 4 | X | Large Blend |
| AUIZX | AB Equity Income Z | Owns companies we recommend for divestment | 3 | 3 | 6 | 5 | X | Large Value |
| ILOW | AB International Low Volatility Eq ETF | Owns companies we recommend for divestment | 3 | 1 | 6 | 2 | X | Foreign Large Blend |
| SCRYX | AB Small Cap Core Advisor | Owns companies we recommend for divestment | 3 | 1 | 2 | 2 | X | Small Blend |
| SCRZX | AB Small Cap Core Z | Owns companies we recommend for divestment | 3 | 1 | 2 | 2 | X | Small Blend |
| HIDV | AB US High Dividend ETF | Owns companies we recommend for divestment | 3 | 9 | 11 | 6 | X | Large Value |
| AXVIX | Acclivity Small Cap Value I | Owns companies we recommend for divestment | 3 | 5 | 5 | 6 | X | Small Value |
| AXVNX | Acclivity Small Cap Value N | Owns companies we recommend for divestment | 3 | 5 | 5 | 6 | X | Small Value |
| XVOL | Acruence Active Hedge US Equity ETF | Owns companies we recommend for divestment | 3 | 2 | 4 | 2 | X | Large Blend |
| ACUSX | Advisors Capital Total Return – Equity | Owns companies we recommend for divestment | 3 | 4 | 6 | 5 | X | Large Blend |
| VALAX | Al Frank Adv | Owns companies we recommend for divestment | 3 | 8 | 11 | 5 | X | Large Value |
| ABLOX | Alger Balanced I-2 | Owns companies we recommend for divestment | 3 | 7 | 12 | 4 | X | Moderate Allocation |
| ALBAX | Alger Growth & Income A | Owns companies we recommend for divestment | 3 | 7 | 12 | 4 | X | Large Blend |
| TWADX | American Century Value A | Owns companies we recommend for divestment | 3 | 3 | 9 | 4 | X | Large Value |
| AVLIX | American Century Value I | Owns companies we recommend for divestment | 3 | 3 | 9 | 4 | X | Large Value |
| AFVLX | Applied Finance Select Investor | Owns companies we recommend for divestment | 3 | 3 | 6 | 2 | X | Large Value |
| CMDOX | American Funds U.S. Sm & Md Cp Eq529-F-3 | Owns companies we recommend for divestment | 3 | 3 | 2 | 5 | X | Mid-Cap Blend |
| SMDNX | American Funds U.S. Sm & Md Cp Eq F-3 | Owns companies we recommend for divestment | 3 | 3 | 2 | 5 | X | Mid-Cap Blend |
| RMDDX | American Funds U.S. Sm & Md Cp Eq R-1 | Owns companies we recommend for divestment | 3 | 3 | 2 | 5 | X | Mid-Cap Blend |
| RMDEX | American Funds U.S. Sm & Md Cp Eq R-2 | Owns companies we recommend for divestment | 3 | 3 | 2 | 5 | X | Mid-Cap Blend |
| RMDGX | American Funds U.S. Sm & Md Cp Eq R-2E | Owns companies we recommend for divestment | 3 | 3 | 2 | 5 | X | Mid-Cap Blend |
| RMDHX | American Funds U.S. Sm & Md Cp Eq R-3 | Owns companies we recommend for divestment | 3 | 3 | 2 | 5 | X | Mid-Cap Blend |
| RMDJX | American Funds U.S. Sm & Md Cp Eq R-4 | Owns companies we recommend for divestment | 3 | 3 | 2 | 5 | X | Mid-Cap Blend |
| RMDLX | American Funds U.S. Sm & Md Cp Eq R-5 | Owns companies we recommend for divestment | 3 | 3 | 2 | 5 | X | Mid-Cap Blend |
| RMDKX | American Funds U.S. Sm & Md Cp Eq R-5E | Owns companies we recommend for divestment | 3 | 3 | 2 | 5 | X | Mid-Cap Blend |
| RMDMX | American Funds U.S. Sm & Md Cp Eq R-6 | Owns companies we recommend for divestment | 3 | 3 | 2 | 5 | X | Mid-Cap Blend |
| CMDLX | American Funds U.S. Sm & Md Cp Eq529-F-1 | Owns companies we recommend for divestment | 3 | 3 | 2 | 5 | X | Mid-Cap Blend |
| CMDNX | American Funds U.S. Sm & Md Cp Eq529-F-2 | Owns companies we recommend for divestment | 3 | 3 | 2 | 5 | X | Mid-Cap Blend |
| MRLSX | AMG Renaissance Large Cap Growth I | Owns companies we recommend for divestment | 3 | 5 | 7 | 7 | X | Large Growth |
| SMDJX | American Funds U.S. Sm & Md Cp Eq F-1 | Owns companies we recommend for divestment | 3 | 3 | 2 | 5 | X | Mid-Cap Blend |
| MRLTX | AMG Renaissance Large Cap Growth N | Owns companies we recommend for divestment | 3 | 5 | 7 | 7 | X | Large Growth |
| MRLIX | AMG Renaissance Large Cap Growth Z | Owns companies we recommend for divestment | 3 | 5 | 7 | 7 | X | Large Growth |
| ARSIX | AMG River Road Small Cap Value I | Owns companies we recommend for divestment | 3 | 3 | 1 | 3 | X | Small Value |
| ARSVX | AMG River Road Small Cap Value N | Owns companies we recommend for divestment | 3 | 3 | 1 | 3 | X | Small Value |
| ARZMX | AMG River Road Small Cap Value Z | Owns companies we recommend for divestment | 3 | 3 | 1 | 3 | X | Small Value |
| YAFIX | AMG Yacktman Focused I | Owns companies we recommend for divestment | 3 | 4 | 6 | 5 | X | Large Value |
| YAFFX | AMG Yacktman Focused N | Owns companies we recommend for divestment | 3 | 4 | 6 | 5 | X | Large Value |
| YACKX | AMG Yacktman I | Owns companies we recommend for divestment | 3 | 5 | 7 | 5 | X | Large Value |
| COWS | Amplify Cash Flow Dividend Leaders ETF | Owns companies we recommend for divestment | 3 | 0 | 5 | 3 | X | Mid-Cap Value |
| HCOW | Amplify COWS Covered Call ETF | Owns companies we recommend for divestment | 3 | 0 | 5 | 3 | X | Mid-Cap Value |
| ADEIX | Ancora Dividend Value Equity I | Owns companies we recommend for divestment | 3 | 2 | 5 | 3 | X | Large Value |
| AFVZX | Applied Finance Select Institutional | Owns companies we recommend for divestment | 3 | 3 | 6 | 2 | X | Large Value |
| SMDKX | American Funds U.S. Sm & Md Cp Eq F-2 | Owns companies we recommend for divestment | 3 | 3 | 2 | 5 | X | Mid-Cap Blend |
| SMDGX | American Funds U.S. Sm & Md Cp Eq C | Owns companies we recommend for divestment | 3 | 3 | 2 | 5 | X | Mid-Cap Blend |
| TWVLX | American Century Value Inv | Owns companies we recommend for divestment | 3 | 3 | 9 | 4 | X | Large Value |
| AIVEX | American Funds International Vntg F-1 | Owns companies we recommend for divestment | 3 | 1 | 7 | 3 | X | Foreign Large Growth |
| AVURX | American Century Value R | Owns companies we recommend for divestment | 3 | 3 | 9 | 4 | X | Large Value |
| AVUGX | American Century Value R5 | Owns companies we recommend for divestment | 3 | 3 | 9 | 4 | X | Large Value |
| AVUDX | American Century Value R6 | Owns companies we recommend for divestment | 3 | 3 | 9 | 4 | X | Large Value |
| AVUYX | American Century Value Y | Owns companies we recommend for divestment | 3 | 3 | 9 | 4 | X | Large Value |
| CIVAX | American Funds International Vntg 529-A | Owns companies we recommend for divestment | 3 | 1 | 7 | 3 | X | Foreign Large Growth |
| CIVBX | American Funds International Vntg 529-C | Owns companies we recommend for divestment | 3 | 1 | 7 | 3 | X | Foreign Large Growth |
| CIVCX | American Funds International Vntg 529-E | Owns companies we recommend for divestment | 3 | 1 | 7 | 3 | X | Foreign Large Growth |
| CIVGX | American Funds International Vntg 529-F2 | Owns companies we recommend for divestment | 3 | 1 | 7 | 3 | X | Foreign Large Growth |
| CIVHX | American Funds International Vntg 529-F3 | Owns companies we recommend for divestment | 3 | 1 | 7 | 3 | X | Foreign Large Growth |
| CIVKX | American Funds International Vntg 529F-1 | Owns companies we recommend for divestment | 3 | 1 | 7 | 3 | X | Foreign Large Growth |
| AIVBX | American Funds International Vntg A | Owns companies we recommend for divestment | 3 | 1 | 7 | 3 | X | Foreign Large Growth |
| AIVCX | American Funds International Vntg C | Owns companies we recommend for divestment | 3 | 1 | 7 | 3 | X | Foreign Large Growth |
| AIVFX | American Funds International Vntg F-2 | Owns companies we recommend for divestment | 3 | 1 | 7 | 3 | X | Foreign Large Growth |
| SMDEX | American Funds U.S. Sm & Md Cp Eq A | Owns companies we recommend for divestment | 3 | 3 | 2 | 5 | X | Mid-Cap Blend |
| AIVGX | American Funds International Vntg F-3 | Owns companies we recommend for divestment | 3 | 1 | 7 | 3 | X | Foreign Large Growth |
| RIVAX | American Funds International Vntg R-1 | Owns companies we recommend for divestment | 3 | 1 | 7 | 3 | X | Foreign Large Growth |
| RIVDX | American Funds International Vntg R-2 | Owns companies we recommend for divestment | 3 | 1 | 7 | 3 | X | Foreign Large Growth |
| RIVHX | American Funds International Vntg R-2E | Owns companies we recommend for divestment | 3 | 1 | 7 | 3 | X | Foreign Large Growth |
| RIVIX | American Funds International Vntg R-3 | Owns companies we recommend for divestment | 3 | 1 | 7 | 3 | X | Foreign Large Growth |
| RIVKX | American Funds International Vntg R-4 | Owns companies we recommend for divestment | 3 | 1 | 7 | 3 | X | Foreign Large Growth |
| RIVLX | American Funds International Vntg R-5 | Owns companies we recommend for divestment | 3 | 1 | 7 | 3 | X | Foreign Large Growth |
| RIVJX | American Funds International Vntg R-5E | Owns companies we recommend for divestment | 3 | 1 | 7 | 3 | X | Foreign Large Growth |
| RIVGX | American Funds International Vntg R-6 | Owns companies we recommend for divestment | 3 | 1 | 7 | 3 | X | Foreign Large Growth |
| CMDDX | American Funds U.S. Sm & Md Cp Eq 529-A | Owns companies we recommend for divestment | 3 | 3 | 2 | 5 | X | Mid-Cap Blend |
| CMDHX | American Funds U.S. Sm & Md Cp Eq 529-C | Owns companies we recommend for divestment | 3 | 3 | 2 | 5 | X | Mid-Cap Blend |
| CMDJX | American Funds U.S. Sm & Md Cp Eq 529-E | Owns companies we recommend for divestment | 3 | 3 | 2 | 5 | X | Mid-Cap Blend |
| CHVCX | Cullen High Dividend Equity C | Owns companies we recommend for divestment | 3 | 2 | 7 | 4 | X | Large Value |
| CHDEX | Cullen High Dividend Equity Retail | Owns companies we recommend for divestment | 3 | 2 | 7 | 4 | X | Large Value |
| HOVLX | Homestead Value | Owns companies we recommend for divestment | 3 | 3 | 7 | 5 | X | Large Value |
| GGOAX | Goldman Sachs Mid Cap Growth A | Owns companies we recommend for divestment | 3 | 1 | 2 | 3 | X | Mid-Cap Growth |
| GIRVX | Goldman Sachs Intl Eq Div & Prem Inv | Owns companies we recommend for divestment | 3 | 2 | 15 | 5 | X | Foreign Large Blend |
| GGHPX | Goldman Sachs Intl Eq Div & Prem P | Owns companies we recommend for divestment | 3 | 2 | 15 | 5 | X | Foreign Large Blend |
| GIDUX | Goldman Sachs Intl Eq Div & Prem R6 | Owns companies we recommend for divestment | 3 | 2 | 15 | 5 | X | Foreign Large Blend |
| GCIAX | Goldman Sachs Intl Eq Insghts A | Owns companies we recommend for divestment | 3 | 2 | 8 | 7 | X | Foreign Large Blend |
| GCICX | Goldman Sachs Intl Eq Insghts C | Owns companies we recommend for divestment | 3 | 2 | 8 | 7 | X | Foreign Large Blend |
| GCIIX | Goldman Sachs Intl Eq Insghts Instl | Owns companies we recommend for divestment | 3 | 2 | 8 | 7 | X | Foreign Large Blend |
| GCITX | Goldman Sachs Intl Eq Insghts Inv | Owns companies we recommend for divestment | 3 | 2 | 8 | 7 | X | Foreign Large Blend |
| GGFPX | Goldman Sachs Intl Eq Insghts P | Owns companies we recommend for divestment | 3 | 2 | 8 | 7 | X | Foreign Large Blend |
| GCIRX | Goldman Sachs Intl Eq Insghts R | Owns companies we recommend for divestment | 3 | 2 | 8 | 7 | X | Foreign Large Blend |
| GCIUX | Goldman Sachs Intl Eq Insghts R6 | Owns companies we recommend for divestment | 3 | 2 | 8 | 7 | X | Foreign Large Blend |
| GCISX | Goldman Sachs Intl Eq Insghts S | Owns companies we recommend for divestment | 3 | 2 | 8 | 7 | X | Foreign Large Blend |
| GGOCX | Goldman Sachs Mid Cap Growth C | Owns companies we recommend for divestment | 3 | 1 | 2 | 3 | X | Mid-Cap Growth |
| GIDCX | Goldman Sachs Intl Eq Div & Prem C | Owns companies we recommend for divestment | 3 | 2 | 15 | 5 | X | Foreign Large Blend |
| GGOIX | Goldman Sachs Mid Cap Growth Instl | Owns companies we recommend for divestment | 3 | 1 | 2 | 3 | X | Mid-Cap Growth |
| GGOTX | Goldman Sachs Mid Cap Growth Inv | Owns companies we recommend for divestment | 3 | 1 | 2 | 3 | X | Mid-Cap Growth |
| GGQPX | Goldman Sachs Mid Cap Growth P | Owns companies we recommend for divestment | 3 | 1 | 2 | 3 | X | Mid-Cap Growth |
| GGORX | Goldman Sachs Mid Cap Growth R | Owns companies we recommend for divestment | 3 | 1 | 2 | 3 | X | Mid-Cap Growth |
| GGOUX | Goldman Sachs Mid Cap Growth R6 | Owns companies we recommend for divestment | 3 | 1 | 2 | 3 | X | Mid-Cap Growth |
| GGOSX | Goldman Sachs Mid Cap Growth Svc | Owns companies we recommend for divestment | 3 | 1 | 2 | 3 | X | Mid-Cap Growth |
| GCMAX | Goldman Sachs Mid Cap Value A | Owns companies we recommend for divestment | 3 | 2 | 4 | 3 | X | Mid-Cap Blend |
| GCMCX | Goldman Sachs Mid Cap Value C | Owns companies we recommend for divestment | 3 | 2 | 4 | 3 | X | Mid-Cap Blend |
| GSMCX | Goldman Sachs Mid Cap Value Instl | Owns companies we recommend for divestment | 3 | 2 | 4 | 3 | X | Mid-Cap Blend |
| GCMTX | Goldman Sachs Mid Cap Value Inv | Owns companies we recommend for divestment | 3 | 2 | 4 | 3 | X | Mid-Cap Blend |
| GMPPX | Goldman Sachs Mid Cap Value P | Owns companies we recommend for divestment | 3 | 2 | 4 | 3 | X | Mid-Cap Blend |
| GCMRX | Goldman Sachs Mid Cap Value R | Owns companies we recommend for divestment | 3 | 2 | 4 | 3 | X | Mid-Cap Blend |
| GIDHX | Goldman Sachs Intl Eq Div & Prem Instl | Owns companies we recommend for divestment | 3 | 2 | 15 | 5 | X | Foreign Large Blend |
| GIDAX | Goldman Sachs Intl Eq Div & Prem A | Owns companies we recommend for divestment | 3 | 2 | 15 | 5 | X | Foreign Large Blend |
| GSMSX | Goldman Sachs Mid Cap Value Svc | Owns companies we recommend for divestment | 3 | 2 | 4 | 3 | X | Mid-Cap Blend |
| GDIIX | Genter Dividend Income | Owns companies we recommend for divestment | 3 | 1 | 4 | 2 | X | Large Value |
| FSRLX | FS Chiron Real Development I | Owns companies we recommend for divestment | 3 | 3 | 8 | 5 | X | Global Allocation |
| GRNY | Fundstrat Granny Shots US Large Cap ETF | Owns companies we recommend for divestment | 3 | 5 | 8 | 6 | X | Large Blend |
| GBCAX | Gabelli Dividend Growth A | Owns companies we recommend for divestment | 3 | 3 | 8 | 3 | X | Large Value |
| GABBX | Gabelli Dividend Growth AAA | Owns companies we recommend for divestment | 3 | 3 | 8 | 3 | X | Large Value |
| GBCCX | Gabelli Dividend Growth C | Owns companies we recommend for divestment | 3 | 3 | 8 | 3 | X | Large Value |
| GBCIX | Gabelli Dividend Growth I | Owns companies we recommend for divestment | 3 | 3 | 8 | 3 | X | Large Value |
| GAGAX | Gabelli Global Rising Income and Div A | Owns companies we recommend for divestment | 3 | 1 | 11 | 2 | X | Tactical Allocation |
| GAGCX | Gabelli Global Rising Income and Div AAA | Owns companies we recommend for divestment | 3 | 1 | 11 | 2 | X | Tactical Allocation |
| GACCX | Gabelli Global Rising Income and Div C | Owns companies we recommend for divestment | 3 | 1 | 11 | 2 | X | Tactical Allocation |
| GAGIX | Gabelli Global Rising Income and Div I | Owns companies we recommend for divestment | 3 | 1 | 11 | 2 | X | Tactical Allocation |
| GEND | Genter Capital Dividend Income ETF | Owns companies we recommend for divestment | 3 | 0 | 4 | 2 | X | Large Value |
| QYLD | Global X NASDAQ 100 Covered Call ETF | Owns companies we recommend for divestment | 3 | 6 | 13 | 6 | X | Derivative Income |
| GHTRX | Goldman Sachs International T/M Eq R6 | Owns companies we recommend for divestment | 3 | 2 | 6 | 6 | X | Foreign Large Blend |
| GFVAX | Goldman Sachs Focused Value A | Owns companies we recommend for divestment | 3 | 2 | 5 | 3 | X | Large Value |
| GFVCX | Goldman Sachs Focused Value C | Owns companies we recommend for divestment | 3 | 2 | 5 | 3 | X | Large Value |
| GFVSX | Goldman Sachs Focused Value Instl | Owns companies we recommend for divestment | 3 | 2 | 5 | 3 | X | Large Value |
| GFVIX | Goldman Sachs Focused Value Inv | Owns companies we recommend for divestment | 3 | 2 | 5 | 3 | X | Large Value |
| GGYPX | Goldman Sachs Focused Value P | Owns companies we recommend for divestment | 3 | 2 | 5 | 3 | X | Large Value |
| GFVRX | Goldman Sachs Focused Value R | Owns companies we recommend for divestment | 3 | 2 | 5 | 3 | X | Large Value |
| GFVUX | Goldman Sachs Focused Value R6 | Owns companies we recommend for divestment | 3 | 2 | 5 | 3 | X | Large Value |
| GATMX | Goldman Sachs International T/M Eq A | Owns companies we recommend for divestment | 3 | 2 | 6 | 6 | X | Foreign Large Blend |
| GCTMX | Goldman Sachs International T/M Eq C | Owns companies we recommend for divestment | 3 | 2 | 6 | 6 | X | Foreign Large Blend |
| GHTMX | Goldman Sachs International T/M Eq Instl | Owns companies we recommend for divestment | 3 | 2 | 6 | 6 | X | Foreign Large Blend |
| GITRX | Goldman Sachs International T/M Eq Inv | Owns companies we recommend for divestment | 3 | 2 | 6 | 6 | X | Foreign Large Blend |
| GGCPX | Goldman Sachs International T/M Eq P | Owns companies we recommend for divestment | 3 | 2 | 6 | 6 | X | Foreign Large Blend |
| GCMUX | Goldman Sachs Mid Cap Value R6 | Owns companies we recommend for divestment | 3 | 2 | 4 | 3 | X | Mid-Cap Blend |
| GSSMX | Goldman Sachs Small Cap Value A | Owns companies we recommend for divestment | 3 | 3 | 5 | 3 | X | Small Value |
| CCAPX | FS Chiron Capital Allocation Class I | Owns companies we recommend for divestment | 3 | 7 | 11 | 5 | X | Global Allocation |
| HFDSX | Hartford Schroders US MidCap Opps R4 | Owns companies we recommend for divestment | 3 | 1 | 0 | 3 | X | Mid-Cap Blend |
| HGITX | Hartford Core Equity R5 | Owns companies we recommend for divestment | 3 | 6 | 9 | 9 | X | Large Blend |
| HAITX | Hartford Core Equity R6 | Owns companies we recommend for divestment | 3 | 6 | 9 | 9 | X | Large Blend |
| HGIYX | Hartford Core Equity Y | Owns companies we recommend for divestment | 3 | 6 | 9 | 9 | X | Large Blend |
| HIAGX | Hartford Disciplined Equity HLS IA | Owns companies we recommend for divestment | 3 | 6 | 9 | 9 | X | Large Blend |
| HBGIX | Hartford Disciplined Equity HLS IB | Owns companies we recommend for divestment | 3 | 6 | 9 | 9 | X | Large Blend |
| HLSCX | Hartford Disciplined Equity HLS IC | Owns companies we recommend for divestment | 3 | 6 | 9 | 9 | X | Large Blend |
| SMDVX | Hartford Schroders US MidCap Opps A | Owns companies we recommend for divestment | 3 | 1 | 0 | 3 | X | Mid-Cap Blend |
| HFDCX | Hartford Schroders US MidCap Opps C | Owns companies we recommend for divestment | 3 | 1 | 0 | 3 | X | Mid-Cap Blend |
| HFDFX | Hartford Schroders US MidCap Opps F | Owns companies we recommend for divestment | 3 | 1 | 0 | 3 | X | Mid-Cap Blend |
| SMDIX | Hartford Schroders US MidCap Opps I | Owns companies we recommend for divestment | 3 | 1 | 0 | 3 | X | Mid-Cap Blend |
| HFDRX | Hartford Schroders US MidCap Opps R3 | Owns companies we recommend for divestment | 3 | 1 | 0 | 3 | X | Mid-Cap Blend |
| HFDTX | Hartford Schroders US MidCap Opps R5 | Owns companies we recommend for divestment | 3 | 1 | 0 | 3 | X | Mid-Cap Blend |
| HGIRX | Hartford Core Equity R3 | Owns companies we recommend for divestment | 3 | 6 | 9 | 9 | X | Large Blend |
| SMDRX | Hartford Schroders US MidCap Opps SDR | Owns companies we recommend for divestment | 3 | 1 | 0 | 3 | X | Mid-Cap Blend |
| HFDYX | Hartford Schroders US MidCap Opps Y | Owns companies we recommend for divestment | 3 | 1 | 0 | 3 | X | Mid-Cap Blend |
| HAVGX | Haverford Quality Growth Stock | Owns companies we recommend for divestment | 3 | 3 | 7 | 5 | X | Large Blend |
| HNMDX | Heartland Mid Cap Value Institutional | Owns companies we recommend for divestment | 3 | 0 | 2 | 2 | X | Mid-Cap Value |
| HRMDX | Heartland Mid Cap Value Investor | Owns companies we recommend for divestment | 3 | 0 | 2 | 2 | X | Mid-Cap Value |
| HILGX | Hennessy Cornerstone Large Growth Instl | Owns companies we recommend for divestment | 3 | 2 | 6 | 1 | X | Mid-Cap Value |
| HFLGX | Hennessy Cornerstone Large Growth Inv | Owns companies we recommend for divestment | 3 | 2 | 6 | 1 | X | Mid-Cap Value |
| HICVX | Hennessy Cornerstone Value Inst | Owns companies we recommend for divestment | 3 | 2 | 7 | 4 | X | Large Value |
| HFCVX | Hennessy Cornerstone Value Investor | Owns companies we recommend for divestment | 3 | 2 | 7 | 4 | X | Large Value |
| HTCIX | Hennessy Technology Institutional | Owns companies we recommend for divestment | 3 | 3 | 7 | 3 | X | Technology |
| HTECX | Hennessy Technology Investor | Owns companies we recommend for divestment | 3 | 3 | 7 | 3 | X | Technology |
| SMCO | Hilton Small-MidCap Opportunity ETF | Owns companies we recommend for divestment | 3 | 0 | 1 | 2 | X | Mid-Cap Blend |
| HGISX | Hartford Core Equity R4 | Owns companies we recommend for divestment | 3 | 6 | 9 | 9 | X | Large Blend |
| HGIIX | Hartford Core Equity I | Owns companies we recommend for divestment | 3 | 6 | 9 | 9 | X | Large Blend |
| GSSCX | Goldman Sachs Small Cap Value C | Owns companies we recommend for divestment | 3 | 3 | 5 | 3 | X | Small Value |
| HILVX | Harbor Large Cap Value Inv | Owns companies we recommend for divestment | 3 | 1 | 6 | 3 | X | Large Blend |
| GSSIX | Goldman Sachs Small Cap Value Inst | Owns companies we recommend for divestment | 3 | 3 | 5 | 3 | X | Small Value |
| GSQTX | Goldman Sachs Small Cap Value Inv | Owns companies we recommend for divestment | 3 | 3 | 5 | 3 | X | Small Value |
| GSYPX | Goldman Sachs Small Cap Value P | Owns companies we recommend for divestment | 3 | 3 | 5 | 3 | X | Small Value |
| GSQRX | Goldman Sachs Small Cap Value R | Owns companies we recommend for divestment | 3 | 3 | 5 | 3 | X | Small Value |
| GSSUX | Goldman Sachs Small Cap Value R6 | Owns companies we recommend for divestment | 3 | 3 | 5 | 3 | X | Small Value |
| GSSSX | Goldman Sachs Small Cap Value Svc | Owns companies we recommend for divestment | 3 | 3 | 5 | 3 | X | Small Value |
| VLLU | Harbor AlphaEdge Large Cap Value ETF | Owns companies we recommend for divestment | 3 | 7 | 5 | 3 | X | Large Value |
| HAOSX | Harbor International Core Institutional | Owns companies we recommend for divestment | 3 | 1 | 9 | 2 | X | Foreign Large Blend |
| HAONX | Harbor International Core Investor | Owns companies we recommend for divestment | 3 | 1 | 9 | 2 | X | Foreign Large Blend |
| HAORX | Harbor International Core Retirement | Owns companies we recommend for divestment | 3 | 1 | 9 | 2 | X | Foreign Large Blend |
| HRLVX | Harbor Large Cap Value Admin | Owns companies we recommend for divestment | 3 | 1 | 6 | 3 | X | Large Blend |
| HAVLX | Harbor Large Cap Value Instl | Owns companies we recommend for divestment | 3 | 1 | 6 | 3 | X | Large Blend |
| HNLVX | Harbor Large Cap Value Retirement | Owns companies we recommend for divestment | 3 | 1 | 6 | 3 | X | Large Blend |
| HGIFX | Hartford Core Equity F | Owns companies we recommend for divestment | 3 | 6 | 9 | 9 | X | Large Blend |
| WINN | Harbor Long-Term Growers ETF | Owns companies we recommend for divestment | 3 | 6 | 8 | 5 | X | Large Growth |
| ITHAX | Hartford Capital Appreciation A | Owns companies we recommend for divestment | 3 | 7 | 13 | 10 | X | Large Blend |
| HCACX | Hartford Capital Appreciation C | Owns companies we recommend for divestment | 3 | 7 | 13 | 10 | X | Large Blend |
| HCAFX | Hartford Capital Appreciation F | Owns companies we recommend for divestment | 3 | 7 | 13 | 10 | X | Large Blend |
| ITHIX | Hartford Capital Appreciation I | Owns companies we recommend for divestment | 3 | 7 | 13 | 10 | X | Large Blend |
| ITHRX | Hartford Capital Appreciation R3 | Owns companies we recommend for divestment | 3 | 7 | 13 | 10 | X | Large Blend |
| ITHSX | Hartford Capital Appreciation R4 | Owns companies we recommend for divestment | 3 | 7 | 13 | 10 | X | Large Blend |
| ITHTX | Hartford Capital Appreciation R5 | Owns companies we recommend for divestment | 3 | 7 | 13 | 10 | X | Large Blend |
| ITHVX | Hartford Capital Appreciation R6 | Owns companies we recommend for divestment | 3 | 7 | 13 | 10 | X | Large Blend |
| HCAYX | Hartford Capital Appreciation Y | Owns companies we recommend for divestment | 3 | 7 | 13 | 10 | X | Large Blend |
| HAIAX | Hartford Core Equity A | Owns companies we recommend for divestment | 3 | 6 | 9 | 9 | X | Large Blend |
| HGICX | Hartford Core Equity C | Owns companies we recommend for divestment | 3 | 6 | 9 | 9 | X | Large Blend |
| FARLX | FS Chiron Real Development A | Owns companies we recommend for divestment | 3 | 3 | 8 | 5 | X | Global Allocation |
| CCPCX | FS Chiron Capital Allocation C | Owns companies we recommend for divestment | 3 | 7 | 11 | 5 | X | Global Allocation |
| DFMAX | Davidson Multi-Cap Equity A | Owns companies we recommend for divestment | 3 | 4 | 7 | 5 | X | Large Blend |
| FIFPX | Fidelity Advisor Founders M | Owns companies we recommend for divestment | 3 | 5 | 10 | 9 | X | Large Growth |
| FGSIX | Federated Hermes MDT Mid Cap Growth IS | Owns companies we recommend for divestment | 3 | 3 | 2 | 4 | X | Mid-Cap Growth |
| FGSKX | Federated Hermes MDT Mid Cap Growth R6 | Owns companies we recommend for divestment | 3 | 3 | 2 | 4 | X | Mid-Cap Growth |
| FCAJX | Fidelity Advisor Climate Action A | Owns companies we recommend for divestment | 3 | 6 | 8 | 8 | V | Global Large-Stock Growth |
| FCALX | Fidelity Advisor Climate Action C | Owns companies we recommend for divestment | 3 | 6 | 8 | 8 | V | Global Large-Stock Growth |
| FCAUX | Fidelity Advisor Climate Action I | Owns companies we recommend for divestment | 3 | 6 | 8 | 8 | V | Global Large-Stock Growth |
| FCAOX | Fidelity Advisor Climate Action M | Owns companies we recommend for divestment | 3 | 6 | 8 | 8 | V | Global Large-Stock Growth |
| FCLZX | Fidelity Advisor Climate Action Z | Owns companies we recommend for divestment | 3 | 6 | 8 | 8 | V | Global Large-Stock Growth |
| FIFNX | Fidelity Advisor Founders | Owns companies we recommend for divestment | 3 | 5 | 10 | 9 | X | Large Growth |
| FIFOX | Fidelity Advisor Founders A | Owns companies we recommend for divestment | 3 | 5 | 10 | 9 | X | Large Growth |
| FIFQX | Fidelity Advisor Founders C | Owns companies we recommend for divestment | 3 | 5 | 10 | 9 | X | Large Growth |
| FIFVX | Fidelity Advisor Founders I | Owns companies we recommend for divestment | 3 | 5 | 10 | 9 | X | Large Growth |
| FIFWX | Fidelity Advisor Founders Z | Owns companies we recommend for divestment | 3 | 5 | 10 | 9 | X | Large Growth |
| FGSAX | Federated Hermes MDT Mid Cap Growth A | Owns companies we recommend for divestment | 3 | 3 | 2 | 4 | X | Mid-Cap Growth |
| FCPCX | Fidelity Advisor Intl Cap App C | Owns companies we recommend for divestment | 3 | 0 | 5 | 2 | X | Foreign Large Growth |
| FCPIX | Fidelity Advisor Intl Cap App I | Owns companies we recommend for divestment | 3 | 0 | 5 | 2 | X | Foreign Large Growth |
| FIATX | Fidelity Advisor Intl Cap App M | Owns companies we recommend for divestment | 3 | 0 | 5 | 2 | X | Foreign Large Growth |
| FIDZX | Fidelity Advisor Intl Cap App Z | Owns companies we recommend for divestment | 3 | 0 | 5 | 2 | X | Foreign Large Growth |
| FCPAX | Fidelity Advisor Intl Capl App A | Owns companies we recommend for divestment | 3 | 0 | 5 | 2 | X | Foreign Large Growth |
| FMPAX | Fidelity Advisor Mid Cap Value A | Owns companies we recommend for divestment | 3 | 1 | 8 | 1 | X | Mid-Cap Value |
| FMPEX | Fidelity Advisor Mid Cap Value C | Owns companies we recommend for divestment | 3 | 1 | 8 | 1 | X | Mid-Cap Value |
| FMPOX | Fidelity Advisor Mid Cap Value I | Owns companies we recommend for divestment | 3 | 1 | 8 | 1 | X | Mid-Cap Value |
| FMPTX | Fidelity Advisor Mid Cap Value M | Owns companies we recommend for divestment | 3 | 1 | 8 | 1 | X | Mid-Cap Value |
| FIDFX | Fidelity Advisor Mid Cap Value Z | Owns companies we recommend for divestment | 3 | 1 | 8 | 1 | X | Mid-Cap Value |
| FMCDX | Fidelity Advisor Stock Selec Mid Cp A | Owns companies we recommend for divestment | 3 | 3 | 2 | 5 | X | Mid-Cap Blend |
| FMCEX | Fidelity Advisor Stock Selec Mid Cp C | Owns companies we recommend for divestment | 3 | 3 | 2 | 5 | X | Mid-Cap Blend |
| FGSCX | Federated Hermes MDT Mid Cap Growth C | Owns companies we recommend for divestment | 3 | 3 | 2 | 4 | X | Mid-Cap Growth |
| QRLGX | Federated Hermes MDT Large Cap Growth R6 | Owns companies we recommend for divestment | 3 | 6 | 9 | 6 | X | Large Growth |
| FMCAX | Fidelity Advisor Stock Selec Mid Cp M | Owns companies we recommend for divestment | 3 | 3 | 2 | 5 | X | Mid-Cap Blend |
| DCUAX | DWS CROCI US A | Owns companies we recommend for divestment | 3 | 3 | 11 | 6 | X | Large Value |
| DFMIX | Davidson Multi-Cap Equity I | Owns companies we recommend for divestment | 3 | 4 | 7 | 5 | X | Large Blend |
| QQQE | Direxion NASDAQ-100® Equal Wtd ETF | Owns companies we recommend for divestment | 3 | 6 | 13 | 6 | X | Large Growth |
| DIEQX | Domini Impact Equity Institutional | Owns companies we recommend for divestment | 3 | 8 | 14 | 12 | V | Large Growth |
| DSEFX | Domini Impact Equity Investor | Owns companies we recommend for divestment | 3 | 8 | 14 | 12 | V | Large Growth |
| DSFRX | Domini Impact Equity Y | Owns companies we recommend for divestment | 3 | 8 | 14 | 12 | V | Large Growth |
| DIDEX | Driehaus International Developed Equity | Owns companies we recommend for divestment | 3 | 0 | 3 | 2 | X | Foreign Large Growth |
| DSMDX | Driehaus Small/Mid Cap Growth | Owns companies we recommend for divestment | 3 | 1 | 1 | 2 | X | Mid-Cap Growth |
| SUWAX | DWS Core Equity A | Owns companies we recommend for divestment | 3 | 7 | 10 | 6 | X | Large Blend |
| SUWCX | DWS Core Equity C | Owns companies we recommend for divestment | 3 | 7 | 10 | 6 | X | Large Blend |
| SUWIX | DWS Core Equity Inst | Owns companies we recommend for divestment | 3 | 7 | 10 | 6 | X | Large Blend |
| SUWZX | DWS Core Equity R6 | Owns companies we recommend for divestment | 3 | 7 | 10 | 6 | X | Large Blend |
| SCDGX | DWS Core Equity S | Owns companies we recommend for divestment | 3 | 7 | 10 | 6 | X | Large Blend |
| DCUCX | DWS CROCI US C | Owns companies we recommend for divestment | 3 | 3 | 11 | 6 | X | Large Value |
| QILGX | Federated Hermes MDT Large Cap Growth IS | Owns companies we recommend for divestment | 3 | 6 | 9 | 6 | X | Large Growth |
| DCUIX | DWS CROCI US Inst | Owns companies we recommend for divestment | 3 | 3 | 11 | 6 | X | Large Value |
| DCUSX | DWS CROCI US S | Owns companies we recommend for divestment | 3 | 3 | 11 | 6 | X | Large Value |
| EADIX | Eaton Vance Global Equity Income A | Owns companies we recommend for divestment | 3 | 7 | 8 | 6 | X | Global Large-Stock Blend |
| ECDIX | Eaton Vance Global Equity Income C | Owns companies we recommend for divestment | 3 | 7 | 8 | 6 | X | Global Large-Stock Blend |
| EIDIX | Eaton Vance Global Equity Income I | Owns companies we recommend for divestment | 3 | 7 | 8 | 6 | X | Global Large-Stock Blend |
| EATVX | Eaton Vance Tx-Mgd Value A | Owns companies we recommend for divestment | 3 | 2 | 5 | 3 | X | Large Value |
| ECTVX | Eaton Vance Tx-Mgd Value C | Owns companies we recommend for divestment | 3 | 2 | 5 | 3 | X | Large Value |
| EITVX | Eaton Vance Tx-Mgd Value I | Owns companies we recommend for divestment | 3 | 2 | 5 | 3 | X | Large Value |
| ESN | Essential 40 Stock ETF | Owns companies we recommend for divestment | 3 | 7 | 10 | 5 | X | Large Blend |
| FLCC | Federated Hermes MDT Large Cap Core ETF | Owns companies we recommend for divestment | 3 | 9 | 11 | 7 | X | Large Blend |
| QALGX | Federated Hermes MDT Large Cap Growth A | Owns companies we recommend for divestment | 3 | 6 | 9 | 6 | X | Large Growth |
| QCLGX | Federated Hermes MDT Large Cap Growth C | Owns companies we recommend for divestment | 3 | 6 | 9 | 6 | X | Large Growth |
| FMCCX | Fidelity Advisor Stock Selec Mid Cp I | Owns companies we recommend for divestment | 3 | 3 | 2 | 5 | X | Mid-Cap Blend |
| FSLZX | Fidelity Advisor Stock Selec Mid Cp Z | Owns companies we recommend for divestment | 3 | 3 | 2 | 5 | X | Mid-Cap Blend |
| CCPAX | FS Chiron Capital Allocation A | Owns companies we recommend for divestment | 3 | 7 | 11 | 5 | X | Global Allocation |
| FVI | First Trust Dividend Strength ETF | Owns companies we recommend for divestment | 3 | 2 | 4 | 4 | X | Mid-Cap Value |
| FTIEX | Fidelity Total International Equity | Owns companies we recommend for divestment | 3 | 3 | 8 | 4 | X | Foreign Large Blend |
| FTRNX | Fidelity Trend | Owns companies we recommend for divestment | 3 | 5 | 7 | 6 | X | Large Growth |
| FLRG | Fidelity U.S. Multifactor ETF | Owns companies we recommend for divestment | 3 | 4 | 10 | 6 | X | Large Blend |
| FEBAX | First Eagle Global Income Builder A | Owns companies we recommend for divestment | 3 | 2 | 3 | 1 | X | Global Allocation |
| FEBCX | First Eagle Global Income Builder C | Owns companies we recommend for divestment | 3 | 2 | 3 | 1 | X | Global Allocation |
| FEBIX | First Eagle Global Income Builder I | Owns companies we recommend for divestment | 3 | 2 | 3 | 1 | X | Global Allocation |
| FEBRX | First Eagle Global Income Builder R6 | Owns companies we recommend for divestment | 3 | 2 | 3 | 1 | X | Global Allocation |
| AFMC | First Trust Active Factor Mid Cap ETF | Owns companies we recommend for divestment | 3 | 5 | 3 | 4 | X | Mid-Cap Blend |
| RND | First Trust Bloomberg R&D Leaders ETF | Owns companies we recommend for divestment | 3 | 4 | 10 | 4 | X | Large Blend |
| FDT | First Trust Dev Mkts Ex-US AlphaDEX® ETF | Owns companies we recommend for divestment | 3 | 1 | 10 | 2 | X | Foreign Large Value |
| FDTS | First Trust DevMkts exUS SC AlphaDEX®ETF | Owns companies we recommend for divestment | 3 | 1 | 10 | 0 | X | Foreign Small/Mid Value |
| IFV | First Trust Dorsey Wright Intl Foc 5 | Owns companies we recommend for divestment | 3 | 1 | 7 | 2 | X | Foreign Large Blend |
| FSSMX | Fidelity Stock Selector Mid Cap | Owns companies we recommend for divestment | 3 | 3 | 2 | 5 | X | Mid-Cap Blend |
| FEP | First Trust Europe AlphaDEX® ETF | Owns companies we recommend for divestment | 3 | 0 | 7 | 0 | X | Europe Stock |
| XPND | First Trust Expanded Technology ETF | Owns companies we recommend for divestment | 3 | 3 | 9 | 5 | X | Technology |
| CIBR | First Trust NASDAQ Cybersecurity ETF | Owns companies we recommend for divestment | 3 | 0 | 1 | 4 | X | Technology |
| QQEW | First Trust NASDAQ-100 Equal Wtd ETF | Owns companies we recommend for divestment | 3 | 6 | 13 | 6 | X | Large Growth |
| FYX | First Trust Small Cap Core AlphaDEX® ETF | Owns companies we recommend for divestment | 3 | 4 | 4 | 5 | X | Small Blend |
| SDVY | First Trust SMID Cp Rising Div Achv ETF | Owns companies we recommend for divestment | 3 | 4 | 5 | 4 | X | Small Value |
| KOCG | FIS Knights of Columbus Global Blf ETF | Owns companies we recommend for divestment | 3 | 7 | 8 | 7 | X | Global Large-Stock Blend |
| QDISX | Fisher IIG Stock for Ret Plns | Owns companies we recommend for divestment | 3 | 5 | 11 | 7 | X | Global Large-Stock Blend |
| ESGG | FlexShares STOXX Glbl ESG Select ETF | Owns companies we recommend for divestment | 3 | 13 | 26 | 10 | V | Global Large-Stock Blend |
| IQM | Franklin Intelligent Machines ETF | Owns companies we recommend for divestment | 3 | 1 | 3 | 3 | X | Technology |
| LVHD | Franklin U.S. Low Volatility Hi Div ETF | Owns companies we recommend for divestment | 3 | 1 | 5 | 1 | X | Large Value |
| FLQM | Franklin US Mid Cap Mltfctr Idx ETF | Owns companies we recommend for divestment | 3 | 6 | 3 | 4 | X | Mid-Cap Blend |
| FDSCX | Fidelity Stock Selector Small Cap | Owns companies we recommend for divestment | 3 | 2 | 3 | 4 | X | Small Blend |
| FKICX | Fidelity Small Cap Stock K6 | Owns companies we recommend for divestment | 3 | 4 | 3 | 3 | X | Small Blend |
| FCDAX | Fidelity Advisor Stock Selector Sm Cp A | Owns companies we recommend for divestment | 3 | 2 | 3 | 4 | X | Small Blend |
| FFDI | Fidelity Fundamental Developed Intl ETF | Owns companies we recommend for divestment | 3 | 1 | 7 | 3 | X | Foreign Large Blend |
| FCDCX | Fidelity Advisor Stock Selector Sm Cp C | Owns companies we recommend for divestment | 3 | 2 | 3 | 4 | X | Small Blend |
| FCDIX | Fidelity Advisor Stock Selector Sm Cp I | Owns companies we recommend for divestment | 3 | 2 | 3 | 4 | X | Small Blend |
| FCDTX | Fidelity Advisor Stock Selector Sm Cp M | Owns companies we recommend for divestment | 3 | 2 | 3 | 4 | X | Small Blend |
| FSSZX | Fidelity Advisor Stock Selector Sm Cp Z | Owns companies we recommend for divestment | 3 | 2 | 3 | 4 | X | Small Blend |
| FTAEX | Fidelity Advisor Total Intl Equity A | Owns companies we recommend for divestment | 3 | 3 | 8 | 4 | X | Foreign Large Blend |
| FTCEX | Fidelity Advisor Total Intl Equity C | Owns companies we recommend for divestment | 3 | 3 | 8 | 4 | X | Foreign Large Blend |
| FTEIX | Fidelity Advisor Total Intl Equity I | Owns companies we recommend for divestment | 3 | 3 | 8 | 4 | X | Foreign Large Blend |
| FTTEX | Fidelity Advisor Total Intl Equity M | Owns companies we recommend for divestment | 3 | 3 | 8 | 4 | X | Foreign Large Blend |
| FIEZX | Fidelity Advisor Total Intl Equity Z | Owns companies we recommend for divestment | 3 | 3 | 8 | 4 | X | Foreign Large Blend |
| FCAEX | Fidelity Climate Action | Owns companies we recommend for divestment | 3 | 6 | 8 | 8 | V | Global Large-Stock Growth |
| FBOT | Fidelity Disruptive Automation ETF | Owns companies we recommend for divestment | 3 | 4 | 6 | 6 | X | Global Large-Stock Growth |
| FESM | Fidelity Enhanced Small Cap ETF | Owns companies we recommend for divestment | 3 | 1 | 5 | 2 | X | Small Blend |
| FFGX | Fidelity Fundamental Global ex-U.S. ETF | Owns companies we recommend for divestment | 3 | 1 | 6 | 3 | X | Foreign Large Blend |
| FSLCX | Fidelity Small Cap Stock | Owns companies we recommend for divestment | 3 | 4 | 3 | 3 | X | Small Blend |
| FFLC | Fidelity Fundamental Large Cap Core ETF | Owns companies we recommend for divestment | 3 | 4 | 13 | 4 | X | Large Blend |
| FIVFX | Fidelity International Capital Apprec | Owns companies we recommend for divestment | 3 | 0 | 5 | 2 | X | Foreign Large Growth |
| FAPCX | Fidelity Intl Cptl Apprec K6 | Owns companies we recommend for divestment | 3 | 0 | 5 | 2 | X | Foreign Large Growth |
| FSMVX | Fidelity Mid Cap Value | Owns companies we recommend for divestment | 3 | 1 | 8 | 1 | X | Mid-Cap Value |
| FCMVX | Fidelity Mid Cap Value K6 | Owns companies we recommend for divestment | 3 | 1 | 8 | 1 | X | Mid-Cap Value |
| FDIS | Fidelity MSCI Consumer Discret ETF | Owns companies we recommend for divestment | 3 | 9 | 10 | 6 | X | Consumer Cyclical |
| FNCL | Fidelity MSCI Financials ETF | Owns companies we recommend for divestment | 3 | 7 | 1 | 6 | X | Financial |
| FMILX | Fidelity New Millennium | Owns companies we recommend for divestment | 3 | 5 | 13 | 7 | X | Large Blend |
| FQAL | Fidelity Quality Factor ETF | Owns companies we recommend for divestment | 3 | 6 | 11 | 6 | X | Large Blend |
| FSSJX | Fidelity Series Select Intl Sm Cp | Owns companies we recommend for divestment | 3 | 1 | 3 | 0 | X | Foreign Small/Mid Blend |
| FSSLX | Fidelity Series Small Cap Core | Owns companies we recommend for divestment | 3 | 3 | 4 | 3 | X | Small Blend |
| FSOPX | Fidelity Series Small Cap Opps | Owns companies we recommend for divestment | 3 | 2 | 3 | 4 | X | Small Blend |
| FBRNX | Fidelity Advisor Stock Sel I | Owns companies we recommend for divestment | 7 | 12 | 18 | 10 | X | Large Blend |
| FGIDX | Fidelity Advisor® Growth & Income A | Owns companies we recommend for divestment | 7 | 6 | 15 | 9 | X | Large Blend |
| HMDFX | Hartford MidCap F | Owns companies we recommend for divestment | 2 | 1 | 1 | 3 | X | Mid-Cap Growth |
| PLTOX | Principal LifeTime 2060 R5 | Owns companies we recommend for divestment | 36 | 36 | 54 | 44 | X | Target-Date 2060 |
| PPEAX | Principal LifeTime 2050 A | Owns companies we recommend for divestment | 36 | 36 | 54 | 44 | X | Target-Date 2050 |
| PPLIX | Principal LifeTime 2050 Institutional | Owns companies we recommend for divestment | 36 | 36 | 54 | 44 | X | Target-Date 2050 |
| PFLJX | Principal LifeTime 2050 J | Owns companies we recommend for divestment | 36 | 36 | 54 | 44 | X | Target-Date 2050 |
| PTERX | Principal LifeTime 2050 R3 | Owns companies we recommend for divestment | 36 | 36 | 54 | 44 | X | Target-Date 2050 |
| PTEFX | Principal LifeTime 2050 R5 | Owns companies we recommend for divestment | 36 | 36 | 54 | 44 | X | Target-Date 2050 |
| LTFIX | Principal LifeTime 2055 Institutional | Owns companies we recommend for divestment | 36 | 36 | 54 | 44 | X | Target-Date 2055 |
| LTFDX | Principal LifeTime 2055 R3 | Owns companies we recommend for divestment | 36 | 36 | 54 | 44 | X | Target-Date 2055 |
| LTFPX | Principal LifeTime 2055 R5 | Owns companies we recommend for divestment | 36 | 36 | 54 | 44 | X | Target-Date 2055 |
| PLTZX | Principal LifeTime 2060 Institutional | Owns companies we recommend for divestment | 36 | 36 | 54 | 44 | X | Target-Date 2060 |
| PLTAX | Principal LifeTime 2060 J | Owns companies we recommend for divestment | 36 | 36 | 54 | 44 | X | Target-Date 2060 |
| PLTCX | Principal LifeTime 2060 R3 | Owns companies we recommend for divestment | 36 | 36 | 54 | 44 | X | Target-Date 2060 |
| PLJIX | Principal LifeTime 2065 Institutional | Owns companies we recommend for divestment | 36 | 36 | 54 | 44 | X | Target-Date 2065+ |
| LTRVX | Principal LifeTime 2045 R3 | Owns companies we recommend for divestment | 36 | 36 | 54 | 44 | X | Target-Date 2045 |
| PLJCX | Principal LifeTime 2065 R3 | Owns companies we recommend for divestment | 36 | 36 | 54 | 44 | X | Target-Date 2065+ |
| PLJEX | Principal LifeTime 2065 R5 | Owns companies we recommend for divestment | 36 | 36 | 54 | 44 | X | Target-Date 2065+ |
| PLTGX | Principal LifeTime 2070 Institutional | Owns companies we recommend for divestment | 36 | 36 | 54 | 44 | X | Target-Date 2065+ |
| PLTLX | Principal LifeTime 2070 J | Owns companies we recommend for divestment | 36 | 36 | 54 | 44 | X | Target-Date 2065+ |
| PLTDX | Principal LifeTime 2070 R3 | Owns companies we recommend for divestment | 36 | 36 | 54 | 44 | X | Target-Date 2065+ |
| PLTFX | Principal LifeTime 2070 R5 | Owns companies we recommend for divestment | 36 | 36 | 54 | 44 | X | Target-Date 2065+ |
| SSBIX | State Street Balanced Index K | Owns companies we recommend for divestment | 36 | 36 | 51 | 44 | X | Moderate Allocation |
| VTHR | Vanguard Russell 3000 ETF | Owns companies we recommend for divestment | 36 | 38 | 51 | 44 | X | Large Blend |
| VRTTX | Vanguard Russell 3000 Index I | Owns companies we recommend for divestment | 36 | 38 | 51 | 44 | X | Large Blend |
| VGSTX | Vanguard STAR Inv | Owns companies we recommend for divestment | 36 | 39 | 55 | 49 | X | Moderate Allocation |
| DFIEX | DFA International Core Equity I | Owns companies we recommend for divestment | 37 | 11 | 82 | 15 | X | Foreign Large Blend |
| DFIC | Dimensional International Core Eq 2 ETF | Owns companies we recommend for divestment | 37 | 10 | 77 | 14 | X | Foreign Large Blend |
| LTRDX | Principal LifeTime 2045 R5 | Owns companies we recommend for divestment | 36 | 36 | 54 | 44 | X | Target-Date 2045 |
| LTRIX | Principal LifeTime 2045 Institutional | Owns companies we recommend for divestment | 36 | 36 | 54 | 44 | X | Target-Date 2045 |
| FCFMX | Fidelity Series Total Market Index | Owns companies we recommend for divestment | 37 | 39 | 54 | 46 | X | Large Blend |
| TEQWX | Nuveen Equity Index W | Owns companies we recommend for divestment | 36 | 38 | 51 | 44 | X | Large Blend |
| MURLX | MoA Clear Passage 2040 Fund | Owns companies we recommend for divestment | 36 | 38 | 76 | 46 | X | Target-Date 2040 |
| MURMX | MoA Clear Passage 2045 Fund | Owns companies we recommend for divestment | 36 | 38 | 76 | 46 | X | Target-Date 2045 |
| MURNX | MoA Clear Passage 2050 Fund | Owns companies we recommend for divestment | 36 | 38 | 76 | 46 | X | Target-Date 2050 |
| MUROX | MoA Clear Passage 2055 Fund | Owns companies we recommend for divestment | 36 | 38 | 76 | 46 | X | Target-Date 2055 |
| MURPX | MoA Clear Passage 2060 Fund | Owns companies we recommend for divestment | 36 | 38 | 76 | 46 | X | Target-Date 2060 |
| MURQX | MoA Clear Passage 2065 Fund | Owns companies we recommend for divestment | 36 | 38 | 76 | 46 | X | Target-Date 2065+ |
| TINRX | Nuveen Equity Index A | Owns companies we recommend for divestment | 36 | 38 | 51 | 44 | X | Large Blend |
| TEIHX | Nuveen Equity Index I | Owns companies we recommend for divestment | 36 | 38 | 51 | 44 | X | Large Blend |
| TCEPX | Nuveen Equity Index Premier | Owns companies we recommend for divestment | 36 | 38 | 51 | 44 | X | Large Blend |
| TIQRX | Nuveen Equity Index R | Owns companies we recommend for divestment | 36 | 38 | 51 | 44 | X | Large Blend |
| TIEIX | Nuveen Equity Index R6 | Owns companies we recommend for divestment | 36 | 38 | 51 | 44 | X | Large Blend |
| PFESX | PFG BR Target Allocation EqStrtgyIShares | Owns companies we recommend for divestment | 36 | 28 | 75 | 39 | X | Large Blend |
| PTDPX | Principal LifeTime 2040 R5 | Owns companies we recommend for divestment | 36 | 36 | 54 | 44 | X | Target-Date 2040 |
| PTCAX | Principal LifeTime 2030 A | Owns companies we recommend for divestment | 36 | 36 | 56 | 44 | X | Target-Date 2030 |
| PMTIX | Principal LifeTime 2030 Institutional | Owns companies we recommend for divestment | 36 | 36 | 56 | 44 | X | Target-Date 2030 |
| PLTJX | Principal LifeTime 2030 J | Owns companies we recommend for divestment | 36 | 36 | 56 | 44 | X | Target-Date 2030 |
| PTCMX | Principal LifeTime 2030 R3 | Owns companies we recommend for divestment | 36 | 36 | 56 | 44 | X | Target-Date 2030 |
| PTCPX | Principal LifeTime 2030 R5 | Owns companies we recommend for divestment | 36 | 36 | 56 | 44 | X | Target-Date 2030 |
| LTIUX | Principal LifeTime 2035 Institutional | Owns companies we recommend for divestment | 36 | 36 | 54 | 44 | X | Target-Date 2035 |
| LTAOX | Principal LifeTime 2035 R3 | Owns companies we recommend for divestment | 36 | 36 | 54 | 44 | X | Target-Date 2035 |
| LTPEX | Principal LifeTime 2035 R5 | Owns companies we recommend for divestment | 36 | 36 | 54 | 44 | X | Target-Date 2035 |
| PTDAX | Principal LifeTime 2040 A | Owns companies we recommend for divestment | 36 | 36 | 54 | 44 | X | Target-Date 2040 |
| PTDIX | Principal LifeTime 2040 Institutional | Owns companies we recommend for divestment | 36 | 36 | 54 | 44 | X | Target-Date 2040 |
| PTDJX | Principal LifeTime 2040 J | Owns companies we recommend for divestment | 36 | 36 | 54 | 44 | X | Target-Date 2040 |
| PTDMX | Principal LifeTime 2040 R3 | Owns companies we recommend for divestment | 36 | 36 | 54 | 44 | X | Target-Date 2040 |
| DFAI | Dimensional International Cr Eq Mkt ETF | Owns companies we recommend for divestment | 37 | 10 | 75 | 12 | X | Foreign Large Blend |
| FSKAX | Fidelity Total Market Index | Owns companies we recommend for divestment | 37 | 38 | 54 | 45 | X | Large Blend |
| MURIX | MoA Clear Passage 2030 Fund | Owns companies we recommend for divestment | 36 | 38 | 76 | 46 | X | Target-Date 2030 |
| PDHGX | PGIM Target Date 2040 R4 | Owns companies we recommend for divestment | 38 | 35 | 78 | 43 | X | Target-Date 2040 |
| GAFPX | Goldman Sachs Enhanced Div Glbl Eq P | Owns companies we recommend for divestment | 38 | 30 | 79 | 33 | X | Global Large-Stock Blend |
| IEFA | iShares Core MSCI EAFE ETF | Owns companies we recommend for divestment | 38 | 10 | 69 | 12 | X | Foreign Large Blend |
| PDGCX | PGIM Target Date 2035 R1 | Owns companies we recommend for divestment | 38 | 35 | 78 | 43 | X | Target-Date 2035 |
| PDGEX | PGIM Target Date 2035 R2 | Owns companies we recommend for divestment | 38 | 35 | 78 | 43 | X | Target-Date 2035 |
| PDGFX | PGIM Target Date 2035 R3 | Owns companies we recommend for divestment | 38 | 35 | 78 | 43 | X | Target-Date 2035 |
| PDGGX | PGIM Target Date 2035 R4 | Owns companies we recommend for divestment | 38 | 35 | 78 | 43 | X | Target-Date 2035 |
| PDGHX | PGIM Target Date 2035 R5 | Owns companies we recommend for divestment | 38 | 35 | 78 | 43 | X | Target-Date 2035 |
| PDGJX | PGIM Target Date 2035 R6 | Owns companies we recommend for divestment | 38 | 35 | 78 | 43 | X | Target-Date 2035 |
| PDHDX | PGIM Target Date 2040 R1 | Owns companies we recommend for divestment | 38 | 35 | 78 | 43 | X | Target-Date 2040 |
| PDHEX | PGIM Target Date 2040 R2 | Owns companies we recommend for divestment | 38 | 35 | 78 | 43 | X | Target-Date 2040 |
| PDHFX | PGIM Target Date 2040 R3 | Owns companies we recommend for divestment | 38 | 35 | 78 | 43 | X | Target-Date 2040 |
| PDHHX | PGIM Target Date 2040 R5 | Owns companies we recommend for divestment | 38 | 35 | 78 | 43 | X | Target-Date 2040 |
| GIDGX | Goldman Sachs Enhanced Div Gbl Eq Instl | Owns companies we recommend for divestment | 38 | 30 | 79 | 33 | X | Global Large-Stock Blend |
| PDHJX | PGIM Target Date 2040 R6 | Owns companies we recommend for divestment | 38 | 35 | 78 | 43 | X | Target-Date 2040 |
| PDIDX | PGIM Target Date 2045 R1 | Owns companies we recommend for divestment | 38 | 35 | 78 | 43 | X | Target-Date 2045 |
| PDIEX | PGIM Target Date 2045 R2 | Owns companies we recommend for divestment | 38 | 35 | 78 | 43 | X | Target-Date 2045 |
| PDIKX | PGIM Target Date 2045 R3 | Owns companies we recommend for divestment | 38 | 35 | 78 | 43 | X | Target-Date 2045 |
| PDIGX | PGIM Target Date 2045 R4 | Owns companies we recommend for divestment | 38 | 35 | 78 | 43 | X | Target-Date 2045 |
| PDIHX | PGIM Target Date 2045 R5 | Owns companies we recommend for divestment | 38 | 35 | 78 | 43 | X | Target-Date 2045 |
| PDIJX | PGIM Target Date 2045 R6 | Owns companies we recommend for divestment | 38 | 35 | 78 | 43 | X | Target-Date 2045 |
| PDJDX | PGIM Target Date 2050 R1 | Owns companies we recommend for divestment | 38 | 35 | 78 | 43 | X | Target-Date 2050 |
| PDJEX | PGIM Target Date 2050 R2 | Owns companies we recommend for divestment | 38 | 35 | 78 | 43 | X | Target-Date 2050 |
| PDJFX | PGIM Target Date 2050 R3 | Owns companies we recommend for divestment | 38 | 35 | 78 | 43 | X | Target-Date 2050 |
| PDJGX | PGIM Target Date 2050 R4 | Owns companies we recommend for divestment | 38 | 35 | 78 | 43 | X | Target-Date 2050 |
| PDJHX | PGIM Target Date 2050 R5 | Owns companies we recommend for divestment | 38 | 35 | 78 | 43 | X | Target-Date 2050 |
| GRGDX | Goldman Sachs Enhanced Div Gbl Eq R6 | Owns companies we recommend for divestment | 38 | 30 | 79 | 33 | X | Global Large-Stock Blend |
| GADGX | Goldman Sachs Enhanced Div Gbl Eq A | Owns companies we recommend for divestment | 38 | 30 | 79 | 33 | X | Global Large-Stock Blend |
| SWTSX | Schwab Total Stock Market Index | Owns companies we recommend for divestment | 37 | 38 | 54 | 44 | X | Large Blend |
| VTSAX | Vanguard Total Stock Mkt Idx Adm | Owns companies we recommend for divestment | 37 | 39 | 52 | 45 | X | Large Blend |
| VBIAX | Vanguard Balanced Index Adm | Owns companies we recommend for divestment | 37 | 39 | 51 | 44 | X | Moderate Allocation |
| VBAIX | Vanguard Balanced Index I | Owns companies we recommend for divestment | 37 | 39 | 51 | 44 | X | Moderate Allocation |
| VBINX | Vanguard Balanced Index Inv | Owns companies we recommend for divestment | 37 | 39 | 51 | 44 | X | Moderate Allocation |
| VTMGX | Vanguard Developed Markets Index Admiral | Owns companies we recommend for divestment | 37 | 11 | 78 | 12 | X | Foreign Large Blend |
| VDIPX | Vanguard Developed Markets Index Ins Pls | Owns companies we recommend for divestment | 37 | 11 | 78 | 12 | X | Foreign Large Blend |
| VTMNX | Vanguard Developed Markets Index Instl | Owns companies we recommend for divestment | 37 | 11 | 78 | 12 | X | Foreign Large Blend |
| VDVIX | Vanguard Developed Markets Index Inv | Owns companies we recommend for divestment | 37 | 11 | 78 | 12 | X | Foreign Large Blend |
| VEA | Vanguard FTSE Developed Markets ETF | Owns companies we recommend for divestment | 37 | 11 | 78 | 12 | X | Foreign Large Blend |
| VITNX | Vanguard Instl Ttl Stk Mkt Idx I | Owns companies we recommend for divestment | 37 | 39 | 51 | 44 | X | Large Blend |
| VITPX | Vanguard Instl Ttl Stk Mkt Idx InstlPls | Owns companies we recommend for divestment | 37 | 39 | 51 | 44 | X | Large Blend |
| VTI | Vanguard Total Stock Market ETF | Owns companies we recommend for divestment | 37 | 39 | 52 | 45 | X | Large Blend |
| VITSX | Vanguard Total Stock Market Idx I | Owns companies we recommend for divestment | 37 | 39 | 52 | 45 | X | Large Blend |
| VSMPX | Vanguard Total Stock Mkt Idx Instl Pls | Owns companies we recommend for divestment | 37 | 39 | 52 | 45 | X | Large Blend |
| FTIHX | Fidelity Total International Index | Owns companies we recommend for divestment | 38 | 12 | 81 | 13 | X | Foreign Large Blend |
| VSTSX | Vanguard Total Stock Mkt Idx Instl Sel | Owns companies we recommend for divestment | 37 | 39 | 52 | 45 | X | Large Blend |
| VTSMX | Vanguard Total Stock Mkt Idx Inv | Owns companies we recommend for divestment | 37 | 39 | 52 | 45 | X | Large Blend |
| BIGPX | BlackRock 60/40 Target Allocation Instl | Owns companies we recommend for divestment | 38 | 32 | 78 | 41 | X | Moderate Allocation |
| BAGPX | BlackRock 60/40 Target Allocation Inv A | Owns companies we recommend for divestment | 38 | 32 | 78 | 41 | X | Moderate Allocation |
| BCGPX | BlackRock 60/40 Target Allocation Inv C | Owns companies we recommend for divestment | 38 | 32 | 78 | 41 | X | Moderate Allocation |
| BKGPX | BlackRock 60/40 Target Allocation K | Owns companies we recommend for divestment | 38 | 32 | 78 | 41 | X | Moderate Allocation |
| BRGPX | BlackRock 60/40 Target Allocation R | Owns companies we recommend for divestment | 38 | 32 | 78 | 41 | X | Moderate Allocation |
| BAAPX | BlackRock 80/20 Target Allocation A | Owns companies we recommend for divestment | 38 | 32 | 78 | 41 | X | Moderately Aggressive Allocation |
| BCAPX | BlackRock 80/20 Target Allocation C | Owns companies we recommend for divestment | 38 | 32 | 78 | 41 | X | Moderately Aggressive Allocation |
| BIAPX | BlackRock 80/20 Target Allocation Instl | Owns companies we recommend for divestment | 38 | 32 | 78 | 41 | X | Moderately Aggressive Allocation |
| BKAPX | BlackRock 80/20 Target Allocation K | Owns companies we recommend for divestment | 38 | 32 | 78 | 41 | X | Moderately Aggressive Allocation |
| BRAPX | BlackRock 80/20 Target Allocation R | Owns companies we recommend for divestment | 38 | 32 | 78 | 41 | X | Moderately Aggressive Allocation |
| MURJX | MoA Clear Passage 2035 Fund | Owns companies we recommend for divestment | 36 | 38 | 76 | 46 | X | Target-Date 2035 |
| JSPMX | Janus Henderson Global Allocation Mod T | Owns companies we recommend for divestment | 36 | 34 | 56 | 39 | X | Global Allocation |
| PDKDX | PGIM Target Date 2055 R1 | Owns companies we recommend for divestment | 38 | 35 | 78 | 43 | X | Target-Date 2055 |
| PLHTX | Principal LifeTime Hybrid 2055 R6 | Owns companies we recommend for divestment | 35 | 36 | 55 | 42 | X | Target-Date 2055 |
| PLTQX | Principal LifeTime Hybrid 2040 Instl | Owns companies we recommend for divestment | 35 | 36 | 55 | 42 | X | Target-Date 2040 |
| PHJEX | Principal LifeTime Hybrid 2040 J | Owns companies we recommend for divestment | 35 | 36 | 55 | 42 | X | Target-Date 2040 |
| PLMTX | Principal LifeTime Hybrid 2040 R6 | Owns companies we recommend for divestment | 35 | 36 | 55 | 42 | X | Target-Date 2040 |
| PHTYX | Principal LifeTime Hybrid 2045 Instl | Owns companies we recommend for divestment | 35 | 36 | 55 | 42 | X | Target-Date 2045 |
| PHJYX | Principal LifeTime Hybrid 2045 J | Owns companies we recommend for divestment | 35 | 36 | 55 | 42 | X | Target-Date 2045 |
| PLNTX | Principal LifeTime Hybrid 2045 R6 | Owns companies we recommend for divestment | 35 | 36 | 55 | 42 | X | Target-Date 2045 |
| PHTUX | Principal LifeTime Hybrid 2050 Instl | Owns companies we recommend for divestment | 35 | 36 | 55 | 42 | X | Target-Date 2050 |
| PHJUX | Principal LifeTime Hybrid 2050 J | Owns companies we recommend for divestment | 35 | 36 | 55 | 42 | X | Target-Date 2050 |
| PLJTX | Principal LifeTime Hybrid 2050 R6 | Owns companies we recommend for divestment | 35 | 36 | 55 | 42 | X | Target-Date 2050 |
| PLTNX | Principal LifeTime Hybrid 2055 Instl | Owns companies we recommend for divestment | 35 | 36 | 55 | 42 | X | Target-Date 2055 |
| PHJBX | Principal LifeTime Hybrid 2055 J | Owns companies we recommend for divestment | 35 | 36 | 55 | 42 | X | Target-Date 2055 |
| PLTHX | Principal LifeTime Hybrid 2060 Instl | Owns companies we recommend for divestment | 35 | 36 | 55 | 42 | X | Target-Date 2060 |
| PHJJX | Principal LifeTime Hybrid 2035 J | Owns companies we recommend for divestment | 35 | 36 | 55 | 42 | X | Target-Date 2035 |
| PHJGX | Principal LifeTime Hybrid 2060 J | Owns companies we recommend for divestment | 35 | 36 | 55 | 42 | X | Target-Date 2060 |
| PLKTX | Principal LifeTime Hybrid 2060 R6 | Owns companies we recommend for divestment | 35 | 36 | 55 | 42 | X | Target-Date 2060 |
| PLHHX | Principal LifeTime Hybrid 2065 Instl | Owns companies we recommend for divestment | 35 | 36 | 55 | 42 | X | Target-Date 2065+ |
| PHJDX | Principal LifeTime Hybrid 2065 J | Owns companies we recommend for divestment | 35 | 36 | 55 | 42 | X | Target-Date 2065+ |
| PLHRX | Principal LifeTime Hybrid 2065 R6 | Owns companies we recommend for divestment | 35 | 36 | 55 | 42 | X | Target-Date 2065+ |
| PLKSX | Principal LifeTime Hybrid 2070 Inst | Owns companies we recommend for divestment | 35 | 36 | 55 | 42 | X | Target-Date 2065+ |
| PLKJX | Principal LifeTime Hybrid 2070 J | Owns companies we recommend for divestment | 35 | 36 | 55 | 42 | X | Target-Date 2065+ |
| PLKRX | Principal LifeTime Hybrid 2070 R6 | Owns companies we recommend for divestment | 35 | 36 | 55 | 42 | X | Target-Date 2065+ |
| PAEZX | Putnam Retirement Advantage 2050 A | Owns companies we recommend for divestment | 35 | 34 | 69 | 43 | X | Target-Date 2050 |
| PAENX | Putnam Retirement Advantage 2050 C | Owns companies we recommend for divestment | 35 | 34 | 69 | 43 | X | Target-Date 2050 |
| PAEQX | Putnam Retirement Advantage 2050 R | Owns companies we recommend for divestment | 35 | 34 | 69 | 43 | X | Target-Date 2050 |
| PAGZX | Putnam Retirement Advantage 2050 R3 | Owns companies we recommend for divestment | 35 | 34 | 69 | 43 | X | Target-Date 2050 |
| PLRTX | Principal LifeTime Hybrid 2035 R6 | Owns companies we recommend for divestment | 35 | 36 | 55 | 42 | X | Target-Date 2035 |
| PHTJX | Principal LifeTime Hybrid 2035 Instl | Owns companies we recommend for divestment | 35 | 36 | 55 | 42 | X | Target-Date 2035 |
| PAHDX | Putnam Retirement Advantage 2050 R5 | Owns companies we recommend for divestment | 35 | 34 | 69 | 43 | X | Target-Date 2050 |
| QCEQFX | CREF Equity Index Account (R4) | Owns companies we recommend for divestment | 35 | 37 | 49 | 44 | X | Large Blend |
| PAFWX | Putnam Retirement Advantage 2035 R3 | Owns companies we recommend for divestment | 34 | 33 | 68 | 42 | X | Target-Date 2035 |
| PAFUX | Putnam Retirement Advantage 2035 R4 | Owns companies we recommend for divestment | 34 | 33 | 68 | 42 | X | Target-Date 2035 |
| PAFYX | Putnam Retirement Advantage 2035 R5 | Owns companies we recommend for divestment | 34 | 33 | 68 | 42 | X | Target-Date 2035 |
| PCDLX | Putnam Retirement Advantage 2035 R6 | Owns companies we recommend for divestment | 34 | 33 | 68 | 42 | X | Target-Date 2035 |
| POWYX | Putnam Retirement Advantage 2035 Y | Owns companies we recommend for divestment | 34 | 33 | 68 | 42 | X | Target-Date 2035 |
| QWLD | SPDR® MSCI World StrategicFactors ETF | Owns companies we recommend for divestment | 34 | 27 | 62 | 37 | X | Global Large-Stock Blend |
| FSAKX | Strategic Advisers U.S. Total Stock | Owns companies we recommend for divestment | 34 | 35 | 47 | 39 | X | Large Blend |
| VDEQX | Vanguard Diversified Equity Inv | Owns companies we recommend for divestment | 34 | 35 | 51 | 44 | X | Large Growth |
| QCEQRX | CREF Equity Index Account (R1) | Owns companies we recommend for divestment | 35 | 37 | 49 | 44 | X | Large Blend |
| QCEQPX | CREF Equity Index Account (R2) | Owns companies we recommend for divestment | 35 | 37 | 49 | 44 | X | Large Blend |
| QCEQIX | CREF Equity Index Account (R3) | Owns companies we recommend for divestment | 35 | 37 | 49 | 44 | X | Large Blend |
| FZROX | Fidelity ZERO Total Market Index | Owns companies we recommend for divestment | 35 | 37 | 52 | 44 | X | Large Blend |
| PLZTX | Principal LifeTime Hybrid 2030 R6 | Owns companies we recommend for divestment | 35 | 36 | 56 | 42 | X | Target-Date 2030 |
| TAGGX | Goldman Sachs Tax-Advntgd Gbl Eq A | Owns companies we recommend for divestment | 35 | 26 | 68 | 30 | X | Global Large-Stock Blend |
| TIGGX | Goldman Sachs Tax-Advntgd Gbl Eq Instl | Owns companies we recommend for divestment | 35 | 26 | 68 | 30 | X | Global Large-Stock Blend |
| GSKPX | Goldman Sachs Tax-Advntgd Gbl Eq P | Owns companies we recommend for divestment | 35 | 26 | 68 | 30 | X | Global Large-Stock Blend |
| TRGGX | Goldman Sachs Tax-Advntgd Gbl Eq R6 | Owns companies we recommend for divestment | 35 | 26 | 68 | 30 | X | Global Large-Stock Blend |
| ITOT | iShares Core S&P Total US Stock Mkt ETF | Owns companies we recommend for divestment | 35 | 35 | 53 | 43 | X | Large Blend |
| TOK | iShares MSCI Kokusai ETF | Owns companies we recommend for divestment | 35 | 29 | 57 | 35 | X | Global Large-Stock Blend |
| URTH | iShares MSCI World ETF | Owns companies we recommend for divestment | 35 | 30 | 62 | 38 | X | Global Large-Stock Blend |
| JNL/Mellon World Index A | Owns companies we recommend for divestment | 35 | 29 | 63 | 38 | X | Global Large-Stock Blend |
| JNL/Mellon World Index I | Owns companies we recommend for divestment | 35 | 29 | 63 | 38 | X | Global Large-Stock Blend |
| PFIOX | PFG Invesco® Eq Fact Rotation Strtgy I | Owns companies we recommend for divestment | 35 | 30 | 54 | 38 | X | Global Small/Mid Stock |
| PHTNX | Principal LifeTime Hybrid 2030 Instl | Owns companies we recommend for divestment | 35 | 36 | 56 | 42 | X | Target-Date 2030 |
| PHJNX | Principal LifeTime Hybrid 2030 J | Owns companies we recommend for divestment | 35 | 36 | 56 | 42 | X | Target-Date 2030 |
| PAHAX | Putnam Retirement Advantage 2050 R4 | Owns companies we recommend for divestment | 35 | 34 | 69 | 43 | X | Target-Date 2050 |
| PAEKX | Putnam Retirement Advantage 2050 R6 | Owns companies we recommend for divestment | 35 | 34 | 69 | 43 | X | Target-Date 2050 |
| JMOSX | Janus Henderson Global Allocation Mod S | Owns companies we recommend for divestment | 36 | 34 | 56 | 39 | X | Global Allocation |
| IWV | iShares Russell 3000 ETF | Owns companies we recommend for divestment | 36 | 37 | 51 | 44 | X | Large Blend |
| HRARX | Hartford Growth Allocation R3 | Owns companies we recommend for divestment | 36 | 27 | 62 | 28 | X | Moderately Aggressive Allocation |
| HRASX | Hartford Growth Allocation R4 | Owns companies we recommend for divestment | 36 | 27 | 62 | 28 | X | Moderately Aggressive Allocation |
| HRATX | Hartford Growth Allocation R5 | Owns companies we recommend for divestment | 36 | 27 | 62 | 28 | X | Moderately Aggressive Allocation |
| HBAAX | Hartford Moderate Allocation A | Owns companies we recommend for divestment | 36 | 27 | 62 | 28 | X | Moderate Allocation |
| HBACX | Hartford Moderate Allocation C | Owns companies we recommend for divestment | 36 | 27 | 62 | 28 | X | Moderate Allocation |
| HBADX | Hartford Moderate Allocation F | Owns companies we recommend for divestment | 36 | 27 | 62 | 28 | X | Moderate Allocation |
| HBAIX | Hartford Moderate Allocation I | Owns companies we recommend for divestment | 36 | 27 | 62 | 28 | X | Moderate Allocation |
| HBARX | Hartford Moderate Allocation R3 | Owns companies we recommend for divestment | 36 | 27 | 62 | 28 | X | Moderate Allocation |
| HBASX | Hartford Moderate Allocation R4 | Owns companies we recommend for divestment | 36 | 27 | 62 | 28 | X | Moderate Allocation |
| HBATX | Hartford Moderate Allocation R5 | Owns companies we recommend for divestment | 36 | 27 | 62 | 28 | X | Moderate Allocation |
| ACWI | iShares MSCI ACWI ETF | Owns companies we recommend for divestment | 36 | 30 | 69 | 38 | X | Global Large-Stock Blend |
| BITSX | iShares Total US Stock Market Idx Instl | Owns companies we recommend for divestment | 36 | 37 | 51 | 44 | X | Large Blend |
| HRAFX | Hartford Growth Allocation F | Owns companies we recommend for divestment | 36 | 27 | 62 | 28 | X | Moderately Aggressive Allocation |
| BASMX | iShares Total US Stock Market Idx Inv A | Owns companies we recommend for divestment | 36 | 37 | 51 | 44 | X | Large Blend |
| BKTSX | iShares Total US Stock Market Idx K | Owns companies we recommend for divestment | 36 | 37 | 51 | 44 | X | Large Blend |
| JGCAX | Janus Henderson Global Allocation Gr A | Owns companies we recommend for divestment | 36 | 34 | 56 | 39 | X | Global Allocation |
| JGCCX | Janus Henderson Global Allocation Gr C | Owns companies we recommend for divestment | 36 | 34 | 56 | 39 | X | Global Allocation |
| JNSGX | Janus Henderson Global Allocation Gr D | Owns companies we recommend for divestment | 36 | 34 | 56 | 39 | X | Global Allocation |
| JGCIX | Janus Henderson Global Allocation Gr I | Owns companies we recommend for divestment | 36 | 34 | 56 | 39 | X | Global Allocation |
| JGCSX | Janus Henderson Global Allocation Gr S | Owns companies we recommend for divestment | 36 | 34 | 56 | 39 | X | Global Allocation |
| JSPGX | Janus Henderson Global Allocation Gr T | Owns companies we recommend for divestment | 36 | 34 | 56 | 39 | X | Global Allocation |
| JMOAX | Janus Henderson Global Allocation Mod A | Owns companies we recommend for divestment | 36 | 34 | 56 | 39 | X | Global Allocation |
| JMOCX | Janus Henderson Global Allocation Mod C | Owns companies we recommend for divestment | 36 | 34 | 56 | 39 | X | Global Allocation |
| JNSMX | Janus Henderson Global Allocation Mod D | Owns companies we recommend for divestment | 36 | 34 | 56 | 39 | X | Global Allocation |
| JMOIX | Janus Henderson Global Allocation Mod I | Owns companies we recommend for divestment | 36 | 34 | 56 | 39 | X | Global Allocation |
| HRAIX | Hartford Growth Allocation I | Owns companies we recommend for divestment | 36 | 27 | 62 | 28 | X | Moderately Aggressive Allocation |
| HRACX | Hartford Growth Allocation C | Owns companies we recommend for divestment | 36 | 27 | 62 | 28 | X | Moderately Aggressive Allocation |
| PHPDX | Putnam Retirement Advantage 2050 Y | Owns companies we recommend for divestment | 35 | 34 | 69 | 43 | X | Target-Date 2050 |
| PAHKX | Putnam Retirement Advantage 2060 R4 | Owns companies we recommend for divestment | 35 | 34 | 69 | 43 | X | Target-Date 2060 |
| PADYX | Putnam Retirement Advantage 2055 A | Owns companies we recommend for divestment | 35 | 34 | 69 | 43 | X | Target-Date 2055 |
| PACWX | Putnam Retirement Advantage 2055 C | Owns companies we recommend for divestment | 35 | 34 | 69 | 43 | X | Target-Date 2055 |
| PACSX | Putnam Retirement Advantage 2055 R | Owns companies we recommend for divestment | 35 | 34 | 69 | 43 | X | Target-Date 2055 |
| PAHEX | Putnam Retirement Advantage 2055 R3 | Owns companies we recommend for divestment | 35 | 34 | 69 | 43 | X | Target-Date 2055 |
| PAHFX | Putnam Retirement Advantage 2055 R4 | Owns companies we recommend for divestment | 35 | 34 | 69 | 43 | X | Target-Date 2055 |
| PAHGX | Putnam Retirement Advantage 2055 R5 | Owns companies we recommend for divestment | 35 | 34 | 69 | 43 | X | Target-Date 2055 |
| PACJX | Putnam Retirement Advantage 2055 R6 | Owns companies we recommend for divestment | 35 | 34 | 69 | 43 | X | Target-Date 2055 |
| PAAWX | Putnam Retirement Advantage 2055 Y | Owns companies we recommend for divestment | 35 | 34 | 69 | 43 | X | Target-Date 2055 |
| PAAVX | Putnam Retirement Advantage 2060 A | Owns companies we recommend for divestment | 35 | 34 | 69 | 43 | X | Target-Date 2060 |
| PAAPX | Putnam Retirement Advantage 2060 C | Owns companies we recommend for divestment | 35 | 34 | 69 | 43 | X | Target-Date 2060 |
| PAAMX | Putnam Retirement Advantage 2060 R | Owns companies we recommend for divestment | 35 | 34 | 69 | 43 | X | Target-Date 2060 |
| PAHJX | Putnam Retirement Advantage 2060 R3 | Owns companies we recommend for divestment | 35 | 34 | 69 | 43 | X | Target-Date 2060 |
| PAHLX | Putnam Retirement Advantage 2060 R5 | Owns companies we recommend for divestment | 35 | 34 | 69 | 43 | X | Target-Date 2060 |
| HRAAX | Hartford Growth Allocation A | Owns companies we recommend for divestment | 36 | 27 | 62 | 28 | X | Moderately Aggressive Allocation |
| PAAKX | Putnam Retirement Advantage 2060 R6 | Owns companies we recommend for divestment | 35 | 34 | 69 | 43 | X | Target-Date 2060 |
| PAKJX | Putnam Retirement Advantage 2060 Y | Owns companies we recommend for divestment | 35 | 34 | 69 | 43 | X | Target-Date 2060 |
| PCJZX | Putnam Retirement Advantage 2065 A | Owns companies we recommend for divestment | 35 | 34 | 69 | 43 | X | Target-Date 2065+ |
| PCKBX | Putnam Retirement Advantage 2065 C | Owns companies we recommend for divestment | 35 | 34 | 69 | 43 | X | Target-Date 2065+ |
| PCKFX | Putnam Retirement Advantage 2065 R | Owns companies we recommend for divestment | 35 | 34 | 69 | 43 | X | Target-Date 2065+ |
| PCKGX | Putnam Retirement Advantage 2065 R3 | Owns companies we recommend for divestment | 35 | 34 | 69 | 43 | X | Target-Date 2065+ |
| PCKHX | Putnam Retirement Advantage 2065 R4 | Owns companies we recommend for divestment | 35 | 34 | 69 | 43 | X | Target-Date 2065+ |
| PCKIX | Putnam Retirement Advantage 2065 R5 | Owns companies we recommend for divestment | 35 | 34 | 69 | 43 | X | Target-Date 2065+ |
| PCKJX | Putnam Retirement Advantage 2065 R6 | Owns companies we recommend for divestment | 35 | 34 | 69 | 43 | X | Target-Date 2065+ |
| PCKEX | Putnam Retirement Advantage 2065 Y | Owns companies we recommend for divestment | 35 | 34 | 69 | 43 | X | Target-Date 2065+ |
| SCHB | Schwab US Broad Market ETF™ | Owns companies we recommend for divestment | 35 | 36 | 51 | 44 | X | Large Blend |
| KOKU | Xtrackers MSCI Kokusai Equity ETF | Owns companies we recommend for divestment | 35 | 30 | 57 | 35 | X | Global Large-Stock Blend |
| PDJJX | PGIM Target Date 2050 R6 | Owns companies we recommend for divestment | 38 | 35 | 78 | 43 | X | Target-Date 2050 |
| PDKEX | PGIM Target Date 2055 R2 | Owns companies we recommend for divestment | 38 | 35 | 78 | 43 | X | Target-Date 2055 |
| PDAWX | Putnam Retirement Advantage 2035 C | Owns companies we recommend for divestment | 34 | 33 | 68 | 42 | X | Target-Date 2035 |
| PSWIX | Principal SAM Strategic Growth Inst | Owns companies we recommend for divestment | 46 | 41 | 80 | 50 | X | Aggressive Allocation |
| RBLAX | Russell Inv LifePoints Balanced Strat A | Owns companies we recommend for divestment | 44 | 33 | 76 | 48 | X | Moderate Allocation |
| RBLCX | Russell Inv LifePoints Balanced Strat C | Owns companies we recommend for divestment | 44 | 33 | 76 | 48 | X | Moderate Allocation |
| RBLRX | Russell Inv LifePoints Balanced Strat R1 | Owns companies we recommend for divestment | 44 | 33 | 76 | 48 | X | Moderate Allocation |
| RBLVX | Russell Inv LifePoints Balanced Strat R5 | Owns companies we recommend for divestment | 44 | 33 | 76 | 48 | X | Moderate Allocation |
| RBLSX | Russell Inv LifePoints Balanced Strat S | Owns companies we recommend for divestment | 44 | 33 | 76 | 48 | X | Moderate Allocation |
| QCGLRX | CREF Global Equities Account (R1) | Owns companies we recommend for divestment | 46 | 22 | 105 | 22 | X | Global Large-Stock Blend |
| QCGLPX | CREF Global Equities Account (R2) | Owns companies we recommend for divestment | 46 | 22 | 105 | 22 | X | Global Large-Stock Blend |
| QCGLIX | CREF Global Equities Account (R3) | Owns companies we recommend for divestment | 46 | 22 | 105 | 22 | X | Global Large-Stock Blend |
| QCGLFX | CREF Global Equities Account (R4) | Owns companies we recommend for divestment | 46 | 22 | 105 | 22 | X | Global Large-Stock Blend |
| SACAX | Principal SAM Strategic Growth A | Owns companies we recommend for divestment | 46 | 41 | 80 | 50 | X | Aggressive Allocation |
| SWHCX | Principal SAM Strategic Growth C | Owns companies we recommend for divestment | 46 | 41 | 80 | 50 | X | Aggressive Allocation |
| PSWJX | Principal SAM Strategic Growth J | Owns companies we recommend for divestment | 46 | 41 | 80 | 50 | X | Aggressive Allocation |
| JAABX | JPMorgan SmartRetirement® Blend 2060 R5 | Owns companies we recommend for divestment | 44 | 40 | 83 | 50 | X | Target-Date 2060 |
| PSGPX | Principal SAM Strategic Growth R3 | Owns companies we recommend for divestment | 46 | 41 | 80 | 50 | X | Aggressive Allocation |
| PSGFX | Principal SAM Strategic Growth R5 | Owns companies we recommend for divestment | 46 | 41 | 80 | 50 | X | Aggressive Allocation |
| MXAYX | Empower Lifetime 2030 Instl | Owns companies we recommend for divestment | 47 | 42 | 87 | 52 | X | Target-Date 2030 |
| MXATX | Empower Lifetime 2030 Inv | Owns companies we recommend for divestment | 47 | 42 | 87 | 52 | X | Target-Date 2030 |
| MXAUX | Empower Lifetime 2030 Svc | Owns companies we recommend for divestment | 47 | 42 | 87 | 52 | X | Target-Date 2030 |
| MXTBX | Empower Lifetime 2035 Instl | Owns companies we recommend for divestment | 47 | 42 | 87 | 52 | X | Target-Date 2035 |
| MXKLX | Empower Lifetime 2035 Inv | Owns companies we recommend for divestment | 47 | 42 | 87 | 52 | X | Target-Date 2035 |
| MXLLX | Empower Lifetime 2035 Svc | Owns companies we recommend for divestment | 47 | 42 | 87 | 52 | X | Target-Date 2035 |
| MXBGX | Empower Lifetime 2040 Instl | Owns companies we recommend for divestment | 47 | 42 | 87 | 52 | X | Target-Date 2040 |
| MXBDX | Empower Lifetime 2040 Inv | Owns companies we recommend for divestment | 47 | 42 | 87 | 52 | X | Target-Date 2040 |
| MXBEX | Empower Lifetime 2040 Svc | Owns companies we recommend for divestment | 47 | 42 | 87 | 52 | X | Target-Date 2040 |
| MXWEX | Empower Lifetime 2045 Instl | Owns companies we recommend for divestment | 47 | 42 | 87 | 52 | X | Target-Date 2045 |
| JAAYX | JPMorgan SmartRetirement® Blend 2060 R6 | Owns companies we recommend for divestment | 44 | 40 | 83 | 50 | X | Target-Date 2060 |
| JATUX | JPMorgan SmartRetirement® Blend 2060 R4 | Owns companies we recommend for divestment | 44 | 40 | 83 | 50 | X | Target-Date 2060 |
| MXRLX | Empower Lifetime 2045 Svc | Owns companies we recommend for divestment | 47 | 42 | 87 | 52 | X | Target-Date 2045 |
| JNEAX | JPMorgan SmartRetirement® Blend 2050 I | Owns companies we recommend for divestment | 44 | 40 | 83 | 50 | X | Target-Date 2050 |
| JOBRX | JPMorgan SmartRetirement® Blend 2040 R2 | Owns companies we recommend for divestment | 44 | 40 | 83 | 50 | X | Target-Date 2040 |
| JNTEX | JPMorgan SmartRetirement® Blend 2040 R3 | Owns companies we recommend for divestment | 44 | 40 | 83 | 50 | X | Target-Date 2040 |
| JNTNX | JPMorgan SmartRetirement® Blend 2040 R4 | Owns companies we recommend for divestment | 44 | 40 | 83 | 50 | X | Target-Date 2040 |
| JOBBX | JPMorgan SmartRetirement® Blend 2040 R5 | Owns companies we recommend for divestment | 44 | 40 | 83 | 50 | X | Target-Date 2040 |
| JOBYX | JPMorgan SmartRetirement® Blend 2040 R6 | Owns companies we recommend for divestment | 44 | 40 | 83 | 50 | X | Target-Date 2040 |
| JMSSX | JPMorgan SmartRetirement® Blend 2045 I | Owns companies we recommend for divestment | 44 | 40 | 83 | 50 | X | Target-Date 2045 |
| JNARX | JPMorgan SmartRetirement® Blend 2045 R2 | Owns companies we recommend for divestment | 44 | 40 | 83 | 50 | X | Target-Date 2045 |
| JNTOX | JPMorgan SmartRetirement® Blend 2045 R3 | Owns companies we recommend for divestment | 44 | 40 | 83 | 50 | X | Target-Date 2045 |
| JNTLX | JPMorgan SmartRetirement® Blend 2045 R4 | Owns companies we recommend for divestment | 44 | 40 | 83 | 50 | X | Target-Date 2045 |
| JMBRX | JPMorgan SmartRetirement® Blend 2045 R5 | Owns companies we recommend for divestment | 44 | 40 | 83 | 50 | X | Target-Date 2045 |
| JMYAX | JPMorgan SmartRetirement® Blend 2045 R6 | Owns companies we recommend for divestment | 44 | 40 | 83 | 50 | X | Target-Date 2045 |
| JNNRX | JPMorgan SmartRetirement® Blend 2050 R2 | Owns companies we recommend for divestment | 44 | 40 | 83 | 50 | X | Target-Date 2050 |
| JATQX | JPMorgan SmartRetirement® Blend 2060 R3 | Owns companies we recommend for divestment | 44 | 40 | 83 | 50 | X | Target-Date 2060 |
| JNTKX | JPMorgan SmartRetirement® Blend 2050 R3 | Owns companies we recommend for divestment | 44 | 40 | 83 | 50 | X | Target-Date 2050 |
| JNTPX | JPMorgan SmartRetirement® Blend 2050 R4 | Owns companies we recommend for divestment | 44 | 40 | 83 | 50 | X | Target-Date 2050 |
| JNABX | JPMorgan SmartRetirement® Blend 2050 R5 | Owns companies we recommend for divestment | 44 | 40 | 83 | 50 | X | Target-Date 2050 |
| JNYAX | JPMorgan SmartRetirement® Blend 2050 R6 | Owns companies we recommend for divestment | 44 | 40 | 83 | 50 | X | Target-Date 2050 |
| JPTBX | JPMorgan SmartRetirement® Blend 2055 I | Owns companies we recommend for divestment | 44 | 40 | 83 | 50 | X | Target-Date 2055 |
| JTRBX | JPMorgan SmartRetirement® Blend 2055 R2 | Owns companies we recommend for divestment | 44 | 40 | 83 | 50 | X | Target-Date 2055 |
| JTTUX | JPMorgan SmartRetirement® Blend 2055 R3 | Owns companies we recommend for divestment | 44 | 40 | 83 | 50 | X | Target-Date 2055 |
| JTTLX | JPMorgan SmartRetirement® Blend 2055 R4 | Owns companies we recommend for divestment | 44 | 40 | 83 | 50 | X | Target-Date 2055 |
| JTBBX | JPMorgan SmartRetirement® Blend 2055 R5 | Owns companies we recommend for divestment | 44 | 40 | 83 | 50 | X | Target-Date 2055 |
| JTYBX | JPMorgan SmartRetirement® Blend 2055 R6 | Owns companies we recommend for divestment | 44 | 40 | 83 | 50 | X | Target-Date 2055 |
| JACSX | JPMorgan SmartRetirement® Blend 2060 I | Owns companies we recommend for divestment | 44 | 40 | 83 | 50 | X | Target-Date 2060 |
| JATPX | JPMorgan SmartRetirement® Blend 2060 R2 | Owns companies we recommend for divestment | 44 | 40 | 83 | 50 | X | Target-Date 2060 |
| MXQLX | Empower Lifetime 2045 Inv | Owns companies we recommend for divestment | 47 | 42 | 87 | 52 | X | Target-Date 2045 |
| MXBSX | Empower Lifetime 2050 Instl | Owns companies we recommend for divestment | 47 | 42 | 87 | 52 | X | Target-Date 2050 |
| JPYRX | JPMorgan SmartRetirement® Blend 2035 R6 | Owns companies we recommend for divestment | 44 | 40 | 83 | 50 | X | Target-Date 2035 |
| JSBSX | JPMorgan SmartRetirement® Blend 2065 I | Owns companies we recommend for divestment | 49 | 44 | 86 | 52 | X | Target-Date 2065+ |
| GPIRX | Goldman Sachs Growth & Inc Strat R | Owns companies we recommend for divestment | 49 | 31 | 99 | 41 | X | Tactical Allocation |
| GOIUX | Goldman Sachs Growth & Inc Strat R6 | Owns companies we recommend for divestment | 49 | 31 | 99 | 41 | X | Tactical Allocation |
| GOISX | Goldman Sachs Growth & Inc Strat Svc | Owns companies we recommend for divestment | 49 | 31 | 99 | 41 | X | Tactical Allocation |
| GGSAX | Goldman Sachs Growth Strategy A | Owns companies we recommend for divestment | 49 | 31 | 99 | 41 | X | Global Allocation |
| GGSCX | Goldman Sachs Growth Strategy C | Owns companies we recommend for divestment | 49 | 31 | 99 | 41 | X | Global Allocation |
| GGSIX | Goldman Sachs Growth Strategy Instl | Owns companies we recommend for divestment | 49 | 31 | 99 | 41 | X | Global Allocation |
| GGSTX | Goldman Sachs Growth Strategy Inv | Owns companies we recommend for divestment | 49 | 31 | 99 | 41 | X | Global Allocation |
| GGPPX | Goldman Sachs Growth Strategy P | Owns companies we recommend for divestment | 49 | 31 | 99 | 41 | X | Global Allocation |
| GGSRX | Goldman Sachs Growth Strategy R | Owns companies we recommend for divestment | 49 | 31 | 99 | 41 | X | Global Allocation |
| GGSUX | Goldman Sachs Growth Strategy R6 | Owns companies we recommend for divestment | 49 | 31 | 99 | 41 | X | Global Allocation |
| GGSSX | Goldman Sachs Growth Strategy Svc | Owns companies we recommend for divestment | 49 | 31 | 99 | 41 | X | Global Allocation |
| JSBZX | JPMorgan SmartRetirement® Blend 2065 R2 | Owns companies we recommend for divestment | 49 | 44 | 86 | 52 | X | Target-Date 2065+ |
| GPITX | Goldman Sachs Growth & Inc Strat Inv | Owns companies we recommend for divestment | 49 | 31 | 99 | 41 | X | Tactical Allocation |
| JSBPX | JPMorgan SmartRetirement® Blend 2065 R3 | Owns companies we recommend for divestment | 49 | 44 | 86 | 52 | X | Target-Date 2065+ |
| JSBQX | JPMorgan SmartRetirement® Blend 2065 R4 | Owns companies we recommend for divestment | 49 | 44 | 86 | 52 | X | Target-Date 2065+ |
| JSMDX | JPMorgan SmartRetirement® Blend 2065 R5 | Owns companies we recommend for divestment | 49 | 44 | 86 | 52 | X | Target-Date 2065+ |
| JSBYX | JPMorgan SmartRetirement® Blend 2065 R6 | Owns companies we recommend for divestment | 49 | 44 | 86 | 52 | X | Target-Date 2065+ |
| L 2030 | Owns companies we recommend for divestment | 49 | 45 | 80 | 56 | X | Target-Date 2030 |
| L 2035 | Owns companies we recommend for divestment | 49 | 45 | 80 | 56 | X | Target-Date 2035 |
| L 2040 | Owns companies we recommend for divestment | 49 | 45 | 80 | 56 | X | Target-Date 2040 |
| L 2045 | Owns companies we recommend for divestment | 49 | 45 | 80 | 56 | X | Target-Date 2045 |
| L 2050 | Owns companies we recommend for divestment | 49 | 45 | 80 | 56 | X | Target-Date 2050 |
| L 2055 | Owns companies we recommend for divestment | 49 | 45 | 80 | 56 | X | Target-Date 2055 |
| L 2060 | Owns companies we recommend for divestment | 49 | 45 | 80 | 56 | X | Target-Date 2060 |
| L 2065 | Owns companies we recommend for divestment | 49 | 45 | 80 | 56 | X | Target-Date 2065+ |
| GGSPX | Goldman Sachs Growth & Inc Strat P | Owns companies we recommend for divestment | 49 | 31 | 99 | 41 | X | Tactical Allocation |
| GOIIX | Goldman Sachs Growth & Inc Strat Instl | Owns companies we recommend for divestment | 49 | 31 | 99 | 41 | X | Tactical Allocation |
| MXBOX | Empower Lifetime 2050 Inv | Owns companies we recommend for divestment | 47 | 42 | 87 | 52 | X | Target-Date 2050 |
| SWORX | Schwab Target 2055 | Owns companies we recommend for divestment | 47 | 39 | 97 | 49 | X | Target-Date 2055 |
| MXBQX | Empower Lifetime 2050 Svc | Owns companies we recommend for divestment | 47 | 42 | 87 | 52 | X | Target-Date 2050 |
| MXZHX | Empower Lifetime 2055 Instl | Owns companies we recommend for divestment | 47 | 42 | 87 | 52 | X | Target-Date 2055 |
| MXWLX | Empower Lifetime 2055 Inv | Owns companies we recommend for divestment | 47 | 42 | 87 | 52 | X | Target-Date 2055 |
| MXXLX | Empower Lifetime 2055 Svc | Owns companies we recommend for divestment | 47 | 42 | 87 | 52 | X | Target-Date 2055 |
| MXGUX | Empower Lifetime 2060 Instl | Owns companies we recommend for divestment | 47 | 42 | 87 | 52 | X | Target-Date 2060 |
| MXGNX | Empower Lifetime 2060 Inv | Owns companies we recommend for divestment | 47 | 42 | 87 | 52 | X | Target-Date 2060 |
| MXGQX | Empower Lifetime 2060 Svc | Owns companies we recommend for divestment | 47 | 42 | 87 | 52 | X | Target-Date 2060 |
| SWDRX | Schwab Target 2030 | Owns companies we recommend for divestment | 47 | 39 | 97 | 49 | X | Target-Date 2030 |
| SWIRX | Schwab Target 2035 | Owns companies we recommend for divestment | 47 | 39 | 97 | 49 | X | Target-Date 2035 |
| SWERX | Schwab Target 2040 | Owns companies we recommend for divestment | 47 | 39 | 97 | 49 | X | Target-Date 2040 |
| SWMRX | Schwab Target 2045 | Owns companies we recommend for divestment | 47 | 39 | 97 | 49 | X | Target-Date 2045 |
| SWNRX | Schwab Target 2050 | Owns companies we recommend for divestment | 47 | 39 | 97 | 49 | X | Target-Date 2050 |
| SWPRX | Schwab Target 2060 | Owns companies we recommend for divestment | 47 | 39 | 97 | 49 | X | Target-Date 2060 |
| GOICX | Goldman Sachs Growth & Inc Strat C | Owns companies we recommend for divestment | 49 | 31 | 99 | 41 | X | Tactical Allocation |
| SWQRX | Schwab Target 2065 | Owns companies we recommend for divestment | 47 | 39 | 97 | 49 | X | Target-Date 2065+ |
| IRGPX | Voya Retirement Growth Port A | Owns companies we recommend for divestment | 48 | 44 | 79 | 54 | X | Moderately Aggressive Allocation |
| IIRGX | Voya Retirement Growth Port I | Owns companies we recommend for divestment | 48 | 44 | 79 | 54 | X | Moderately Aggressive Allocation |
| GAPAX | Goldman Sachs Dynamic Global Eq A | Owns companies we recommend for divestment | 49 | 31 | 98 | 41 | X | Global Large-Stock Blend |
| GAXCX | Goldman Sachs Dynamic Global Eq C | Owns companies we recommend for divestment | 49 | 31 | 98 | 41 | X | Global Large-Stock Blend |
| GAPIX | Goldman Sachs Dynamic Global Eq Instl | Owns companies we recommend for divestment | 49 | 31 | 98 | 41 | X | Global Large-Stock Blend |
| GAPTX | Goldman Sachs Dynamic Global Eq Inv | Owns companies we recommend for divestment | 49 | 31 | 98 | 41 | X | Global Large-Stock Blend |
| GADPX | Goldman Sachs Dynamic Global Eq P | Owns companies we recommend for divestment | 49 | 31 | 98 | 41 | X | Global Large-Stock Blend |
| GAPRX | Goldman Sachs Dynamic Global Eq R | Owns companies we recommend for divestment | 49 | 31 | 98 | 41 | X | Global Large-Stock Blend |
| GAPUX | Goldman Sachs Dynamic Global Eq R6 | Owns companies we recommend for divestment | 49 | 31 | 98 | 41 | X | Global Large-Stock Blend |
| GAPSX | Goldman Sachs Dynamic Global Eq Svc | Owns companies we recommend for divestment | 49 | 31 | 98 | 41 | X | Global Large-Stock Blend |
| GOIAX | Goldman Sachs Growth & Inc Strat A | Owns companies we recommend for divestment | 49 | 31 | 99 | 41 | X | Tactical Allocation |
| JOBEX | JPMorgan SmartRetirement® Blend 2040 I | Owns companies we recommend for divestment | 44 | 40 | 83 | 50 | X | Target-Date 2040 |
| JPBRX | JPMorgan SmartRetirement® Blend 2035 R5 | Owns companies we recommend for divestment | 44 | 40 | 83 | 50 | X | Target-Date 2035 |
| PDKFX | PGIM Target Date 2055 R3 | Owns companies we recommend for divestment | 38 | 35 | 78 | 43 | X | Target-Date 2055 |
| TBLNX | T. Rowe Price Retirement Blend 2060 I | Owns companies we recommend for divestment | 40 | 40 | 61 | 50 | X | Target-Date 2060 |
| SSGVX | State Street Glb All Cap Eq ex-US Idx | Owns companies we recommend for divestment | 40 | 12 | 86 | 14 | X | Foreign Large Blend |
| SSGHX | State Street Glb All Cap Eq ex-US Idx A | Owns companies we recommend for divestment | 40 | 12 | 86 | 14 | X | Foreign Large Blend |
| SSGJX | State Street Glb All Cap Eq ex-US Idx I | Owns companies we recommend for divestment | 40 | 12 | 86 | 14 | X | Foreign Large Blend |
| SSGLX | State Street Glb All Cap Eq ex-US Idx K | Owns companies we recommend for divestment | 40 | 12 | 86 | 14 | X | Foreign Large Blend |
| TRBQX | T. Rowe Price Retirement Blend 2045 | Owns companies we recommend for divestment | 40 | 40 | 61 | 50 | X | Target-Date 2045 |
| TBLKX | T. Rowe Price Retirement Blend 2045 I | Owns companies we recommend for divestment | 40 | 40 | 61 | 50 | X | Target-Date 2045 |
| TRBSX | T. Rowe Price Retirement Blend 2050 | Owns companies we recommend for divestment | 40 | 40 | 61 | 50 | X | Target-Date 2050 |
| TBLLX | T. Rowe Price Retirement Blend 2050 I | Owns companies we recommend for divestment | 40 | 40 | 61 | 50 | X | Target-Date 2050 |
| TRBOX | T. Rowe Price Retirement Blend 2055 | Owns companies we recommend for divestment | 40 | 40 | 61 | 50 | X | Target-Date 2055 |
| TBLMX | T. Rowe Price Retirement Blend 2055 I | Owns companies we recommend for divestment | 40 | 40 | 61 | 50 | X | Target-Date 2055 |
| TRBNX | T. Rowe Price Retirement Blend 2060 | Owns companies we recommend for divestment | 40 | 40 | 61 | 50 | X | Target-Date 2060 |
| TRBPX | T. Rowe Price Retirement Blend 2065 | Owns companies we recommend for divestment | 40 | 40 | 61 | 50 | X | Target-Date 2065+ |
| PAXIX | Impax Sustainable Allocation Instl | Owns companies we recommend for divestment | 40 | 19 | 79 | 21 | V | Moderate Allocation |
| TBLOX | T. Rowe Price Retirement Blend 2065 I | Owns companies we recommend for divestment | 40 | 40 | 61 | 50 | X | Target-Date 2065+ |
| VXUS | Vanguard Total International Stock ETF | Owns companies we recommend for divestment | 40 | 12 | 87 | 13 | X | Foreign Large Blend |
| VTISX | Vanguard Total Intl Stock Idx Instl Sel | Owns companies we recommend for divestment | 40 | 12 | 87 | 13 | X | Foreign Large Blend |
| VTPSX | Vanguard Total Intl Stock Idx InstlPls | Owns companies we recommend for divestment | 40 | 12 | 87 | 13 | X | Foreign Large Blend |
| VTIAX | Vanguard Total Intl Stock Index Admiral | Owns companies we recommend for divestment | 40 | 12 | 87 | 13 | X | Foreign Large Blend |
| VTSNX | Vanguard Total Intl Stock Index I | Owns companies we recommend for divestment | 40 | 12 | 87 | 13 | X | Foreign Large Blend |
| VGTSX | Vanguard Total Intl Stock Index Inv | Owns companies we recommend for divestment | 40 | 12 | 87 | 13 | X | Foreign Large Blend |
| PLUSX | DWS Multi-Asset Moderate Allocation A | Owns companies we recommend for divestment | 41 | 38 | 67 | 43 | X | Moderate Allocation |
| PLSCX | DWS Multi-Asset Moderate Allocation C | Owns companies we recommend for divestment | 41 | 38 | 67 | 43 | X | Moderate Allocation |
| PPLSX | DWS Multi-Asset Moderate Allocation S | Owns companies we recommend for divestment | 41 | 38 | 67 | 43 | X | Moderate Allocation |
| OAAAX | Invesco Active Allocation A | Owns companies we recommend for divestment | 41 | 32 | 73 | 39 | X | Moderately Aggressive Allocation |
| OAACX | Invesco Active Allocation C | Owns companies we recommend for divestment | 41 | 32 | 73 | 39 | X | Moderately Aggressive Allocation |
| PAXWX | Impax Sustainable Allocation Inv | Owns companies we recommend for divestment | 40 | 19 | 79 | 21 | V | Moderate Allocation |
| DFAX | Dimensional World ex US Core Eq 2 ETF | Owns companies we recommend for divestment | 40 | 10 | 96 | 14 | X | Foreign Large Blend |
| PAAJX | Invesco Active Allocation R5 | Owns companies we recommend for divestment | 41 | 32 | 73 | 39 | X | Moderately Aggressive Allocation |
| PDOEX | PGIM Target Date 2065 R3 | Owns companies we recommend for divestment | 38 | 35 | 78 | 43 | X | Target-Date 2065+ |
| PDKGX | PGIM Target Date 2055 R4 | Owns companies we recommend for divestment | 38 | 35 | 78 | 43 | X | Target-Date 2055 |
| PDKHX | PGIM Target Date 2055 R5 | Owns companies we recommend for divestment | 38 | 35 | 78 | 43 | X | Target-Date 2055 |
| PDKJX | PGIM Target Date 2055 R6 | Owns companies we recommend for divestment | 38 | 35 | 78 | 43 | X | Target-Date 2055 |
| PDLDX | PGIM Target Date 2060 R1 | Owns companies we recommend for divestment | 38 | 35 | 78 | 43 | X | Target-Date 2060 |
| PDLEX | PGIM Target Date 2060 R2 | Owns companies we recommend for divestment | 38 | 35 | 78 | 43 | X | Target-Date 2060 |
| PDLFX | PGIM Target Date 2060 R3 | Owns companies we recommend for divestment | 38 | 35 | 78 | 43 | X | Target-Date 2060 |
| PDLGX | PGIM Target Date 2060 R4 | Owns companies we recommend for divestment | 38 | 35 | 78 | 43 | X | Target-Date 2060 |
| PDLHX | PGIM Target Date 2060 R5 | Owns companies we recommend for divestment | 38 | 35 | 78 | 43 | X | Target-Date 2060 |
| PDLJX | PGIM Target Date 2060 R6 | Owns companies we recommend for divestment | 38 | 35 | 78 | 43 | X | Target-Date 2060 |
| PDOAX | PGIM Target Date 2065 R1 | Owns companies we recommend for divestment | 38 | 35 | 78 | 43 | X | Target-Date 2065+ |
| PDODX | PGIM Target Date 2065 R2 | Owns companies we recommend for divestment | 38 | 35 | 78 | 43 | X | Target-Date 2065+ |
| PDOFX | PGIM Target Date 2065 R4 | Owns companies we recommend for divestment | 38 | 35 | 78 | 43 | X | Target-Date 2065+ |
| DFWIX | DFA World ex US Core Equity Instl | Owns companies we recommend for divestment | 40 | 12 | 91 | 15 | X | Foreign Large Blend |
| PDOGX | PGIM Target Date 2065 R5 | Owns companies we recommend for divestment | 38 | 35 | 78 | 43 | X | Target-Date 2065+ |
| PDOHX | PGIM Target Date 2065 R6 | Owns companies we recommend for divestment | 38 | 35 | 78 | 43 | X | Target-Date 2065+ |
| PDALX | PGIM Target Date 2070 R1 | Owns companies we recommend for divestment | 38 | 35 | 78 | 43 | X | Target-Date 2065+ |
| PDAMX | PGIM Target Date 2070 R2 | Owns companies we recommend for divestment | 38 | 35 | 78 | 43 | X | Target-Date 2065+ |
| PDANX | PGIM Target Date 2070 R3 | Owns companies we recommend for divestment | 38 | 35 | 78 | 43 | X | Target-Date 2065+ |
| PDAOX | PGIM Target Date 2070 R4 | Owns companies we recommend for divestment | 38 | 35 | 78 | 43 | X | Target-Date 2065+ |
| PDAQX | PGIM Target Date 2070 R5 | Owns companies we recommend for divestment | 38 | 35 | 78 | 43 | X | Target-Date 2065+ |
| PDAUX | PGIM Target Date 2070 R6 | Owns companies we recommend for divestment | 38 | 35 | 78 | 43 | X | Target-Date 2065+ |
| DAACX | SEI Diversified Equity | Owns companies we recommend for divestment | 38 | 34 | 69 | 45 | X | Large Blend |
| IRMGX | Voya Retirement Moderate Growth Port A | Owns companies we recommend for divestment | 38 | 35 | 69 | 45 | X | Moderate Allocation |
| IRGMX | Voya Retirement Moderate Growth Port I | Owns companies we recommend for divestment | 38 | 35 | 69 | 45 | X | Moderate Allocation |
| FUSIX | Strategic Advisers Fidelity Intl | Owns companies we recommend for divestment | 39 | 10 | 82 | 14 | X | Foreign Large Blend |
| OAANX | Invesco Active Allocation R | Owns companies we recommend for divestment | 41 | 32 | 73 | 39 | X | Moderately Aggressive Allocation |
| PAAQX | Invesco Active Allocation R6 | Owns companies we recommend for divestment | 41 | 32 | 73 | 39 | X | Moderately Aggressive Allocation |
| JPTKX | JPMorgan SmartRetirement® Blend 2035 R4 | Owns companies we recommend for divestment | 44 | 40 | 83 | 50 | X | Target-Date 2035 |
| RELCX | Russell LfPts EqAggrStrat C | Owns companies we recommend for divestment | 43 | 34 | 76 | 46 | X | Moderately Aggressive Allocation |
| ISGJX | Voya Solution Balanced Port I | Owns companies we recommend for divestment | 41 | 40 | 60 | 47 | X | Moderate Allocation |
| VYRLX | Voya Solution Balanced Port R6 | Owns companies we recommend for divestment | 41 | 40 | 60 | 47 | X | Moderate Allocation |
| ISGKX | Voya Solution Balanced Port S | Owns companies we recommend for divestment | 41 | 40 | 60 | 47 | X | Moderate Allocation |
| ISGTX | Voya Solution Balanced Port S2 | Owns companies we recommend for divestment | 41 | 40 | 60 | 47 | X | Moderate Allocation |
| FCTDX | Strategic Advisers Fidelity US TtlStk | Owns companies we recommend for divestment | 42 | 45 | 59 | 50 | X | Large Blend |
| RALAX | Russell LfPts Aggr Strat A | Owns companies we recommend for divestment | 43 | 34 | 76 | 46 | X | Moderately Aggressive Allocation |
| RALCX | Russell LfPts Aggr Strat C | Owns companies we recommend for divestment | 43 | 34 | 76 | 46 | X | Moderately Aggressive Allocation |
| RALRX | Russell LfPts Aggr Strat R1 | Owns companies we recommend for divestment | 43 | 34 | 76 | 46 | X | Moderately Aggressive Allocation |
| RALVX | Russell LfPts Aggr Strat R5 | Owns companies we recommend for divestment | 43 | 34 | 76 | 46 | X | Moderately Aggressive Allocation |
| RALSX | Russell LfPts Aggr Strat S | Owns companies we recommend for divestment | 43 | 34 | 76 | 46 | X | Moderately Aggressive Allocation |
| REAAX | Russell LfPts EqAggrStrat A | Owns companies we recommend for divestment | 43 | 34 | 76 | 46 | X | Moderately Aggressive Allocation |
| RELRX | Russell LfPts EqAggrStrat R1 | Owns companies we recommend for divestment | 43 | 34 | 76 | 46 | X | Moderately Aggressive Allocation |
| VLSMX | VALIC Company I Moderate Gr Lifestyle | Owns companies we recommend for divestment | 41 | 38 | 73 | 48 | X | Moderate Allocation |
| RELVX | Russell LfPts EqAggrStrat R5 | Owns companies we recommend for divestment | 43 | 34 | 76 | 46 | X | Moderately Aggressive Allocation |
| RELSX | Russell LfPts EqAggrStrat S | Owns companies we recommend for divestment | 43 | 34 | 76 | 46 | X | Moderately Aggressive Allocation |
| DGBEX | DFA Global Social Core Equity Instl | Owns companies we recommend for divestment | 44 | 35 | 114 | 40 | X | Global Large-Stock Blend |
| JRBEX | JPMorgan SmartRetirement® Blend 2030 I | Owns companies we recommend for divestment | 44 | 40 | 83 | 50 | X | Target-Date 2030 |
| JRBRX | JPMorgan SmartRetirement® Blend 2030 R2 | Owns companies we recommend for divestment | 44 | 40 | 83 | 50 | X | Target-Date 2030 |
| JUTPX | JPMorgan SmartRetirement® Blend 2030 R3 | Owns companies we recommend for divestment | 44 | 40 | 83 | 50 | X | Target-Date 2030 |
| JUTUX | JPMorgan SmartRetirement® Blend 2030 R4 | Owns companies we recommend for divestment | 44 | 40 | 83 | 50 | X | Target-Date 2030 |
| JRBBX | JPMorgan SmartRetirement® Blend 2030 R5 | Owns companies we recommend for divestment | 44 | 40 | 83 | 50 | X | Target-Date 2030 |
| JRBYX | JPMorgan SmartRetirement® Blend 2030 R6 | Owns companies we recommend for divestment | 44 | 40 | 83 | 50 | X | Target-Date 2030 |
| JPSRX | JPMorgan SmartRetirement® Blend 2035 I | Owns companies we recommend for divestment | 44 | 40 | 83 | 50 | X | Target-Date 2035 |
| JPRRX | JPMorgan SmartRetirement® Blend 2035 R2 | Owns companies we recommend for divestment | 44 | 40 | 83 | 50 | X | Target-Date 2035 |
| JPTLX | JPMorgan SmartRetirement® Blend 2035 R3 | Owns companies we recommend for divestment | 44 | 40 | 83 | 50 | X | Target-Date 2035 |
| ISGAX | Voya Solution Balanced Port A | Owns companies we recommend for divestment | 41 | 40 | 60 | 47 | X | Moderate Allocation |
| VLAGX | VALIC Company I Agrsv Growth Lifestyle | Owns companies we recommend for divestment | 41 | 38 | 73 | 48 | X | Moderately Aggressive Allocation |
| OAAYX | Invesco Active Allocation Y | Owns companies we recommend for divestment | 41 | 32 | 73 | 39 | X | Moderately Aggressive Allocation |
| OYAIX | Invesco Select Risk: High Growth Inv Y | Owns companies we recommend for divestment | 41 | 32 | 73 | 39 | X | Aggressive Allocation |
| AADAX | Invesco Select Risk: Growth Investor A | Owns companies we recommend for divestment | 41 | 32 | 73 | 39 | X | Moderately Aggressive Allocation |
| AADCX | Invesco Select Risk: Growth Investor C | Owns companies we recommend for divestment | 41 | 32 | 73 | 39 | X | Moderately Aggressive Allocation |
| AADRX | Invesco Select Risk: Growth Investor R | Owns companies we recommend for divestment | 41 | 32 | 73 | 39 | X | Moderately Aggressive Allocation |
| AADIX | Invesco Select Risk: Growth Investor R5 | Owns companies we recommend for divestment | 41 | 32 | 73 | 39 | X | Moderately Aggressive Allocation |
| AAESX | Invesco Select Risk: Growth Investor R6 | Owns companies we recommend for divestment | 41 | 32 | 73 | 39 | X | Moderately Aggressive Allocation |
| AADSX | Invesco Select Risk: Growth Investor S | Owns companies we recommend for divestment | 41 | 32 | 73 | 39 | X | Moderately Aggressive Allocation |
| AADYX | Invesco Select Risk: Growth Investor Y | Owns companies we recommend for divestment | 41 | 32 | 73 | 39 | X | Moderately Aggressive Allocation |
| OAAIX | Invesco Select Risk: High Growth Inv A | Owns companies we recommend for divestment | 41 | 32 | 73 | 39 | X | Aggressive Allocation |
| OCAIX | Invesco Select Risk: High Growth Inv C | Owns companies we recommend for divestment | 41 | 32 | 73 | 39 | X | Aggressive Allocation |
| ONAIX | Invesco Select Risk: High Growth Inv R | Owns companies we recommend for divestment | 41 | 32 | 73 | 39 | X | Aggressive Allocation |
| PXQIX | Invesco Select Risk: High Growth Inv R5 | Owns companies we recommend for divestment | 41 | 32 | 73 | 39 | X | Aggressive Allocation |
| PXGGX | Invesco Select Risk: High Growth Inv R6 | Owns companies we recommend for divestment | 41 | 32 | 73 | 39 | X | Aggressive Allocation |
| OAMIX | Invesco Select Risk: Moderate Inv A | Owns companies we recommend for divestment | 41 | 32 | 73 | 39 | X | Moderate Allocation |
| TBLJX | T. Rowe Price Retirement Blend 2040 I | Owns companies we recommend for divestment | 41 | 40 | 62 | 50 | X | Target-Date 2040 |
| OCMIX | Invesco Select Risk: Moderate Inv C | Owns companies we recommend for divestment | 41 | 32 | 73 | 39 | X | Moderate Allocation |
| ONMIX | Invesco Select Risk: Moderate Inv R | Owns companies we recommend for divestment | 41 | 32 | 73 | 39 | X | Moderate Allocation |
| PXMQX | Invesco Select Risk: Moderate Inv R5 | Owns companies we recommend for divestment | 41 | 32 | 73 | 39 | X | Moderate Allocation |
| PXMMX | Invesco Select Risk: Moderate Inv R6 | Owns companies we recommend for divestment | 41 | 32 | 73 | 39 | X | Moderate Allocation |
| PXMSX | Invesco Select Risk: Moderate Inv S | Owns companies we recommend for divestment | 41 | 32 | 73 | 39 | X | Moderate Allocation |
| OYMIX | Invesco Select Risk: Moderate Inv Y | Owns companies we recommend for divestment | 41 | 32 | 73 | 39 | X | Moderate Allocation |
| FILFX | Strategic Advisers International | Owns companies we recommend for divestment | 41 | 14 | 89 | 18 | X | Foreign Large Blend |
| TBLWX | T. Rowe Price Retirement Blend 2030 | Owns companies we recommend for divestment | 41 | 40 | 62 | 50 | X | Target-Date 2030 |
| TBLGX | T. Rowe Price Retirement Blend 2030 I | Owns companies we recommend for divestment | 41 | 40 | 62 | 50 | X | Target-Date 2030 |
| TBLYX | T. Rowe Price Retirement Blend 2035 | Owns companies we recommend for divestment | 41 | 40 | 62 | 50 | X | Target-Date 2035 |
| TBLHX | T. Rowe Price Retirement Blend 2035 I | Owns companies we recommend for divestment | 41 | 40 | 62 | 50 | X | Target-Date 2035 |
| TRBLX | T. Rowe Price Retirement Blend 2040 | Owns companies we recommend for divestment | 41 | 40 | 62 | 50 | X | Target-Date 2040 |
| PDAKX | Putnam Retirement Advantage 2035 R | Owns companies we recommend for divestment | 34 | 33 | 68 | 42 | X | Target-Date 2035 |
| PDFLX | Putnam Retirement Advantage 2035 A | Owns companies we recommend for divestment | 34 | 33 | 68 | 42 | X | Target-Date 2035 |
| NWMSX | Nationwide Destination 2040 Instl Svc | Owns companies we recommend for divestment | 49 | 44 | 91 | 54 | X | Target-Date 2040 |
| MMFZX | MassMutual Select TRP Retirement 2045 M3 | Owns companies we recommend for divestment | 28 | 29 | 50 | 34 | X | Target-Date 2045 |
| CGNGX | American Funds Growth and Inc PortABLE-A | Owns companies we recommend for divestment | 28 | 25 | 48 | 31 | X | Moderately Aggressive Allocation |
| AVGV | Avantis All Equity Markets Value ETF | Owns companies we recommend for divestment | 28 | 21 | 68 | 19 | X | Global Large-Stock Value |
| DXUV | Dimensional US Vector Equity ETF | Owns companies we recommend for divestment | 28 | 32 | 46 | 38 | X | Mid-Cap Value |
| GUSA | Goldman Sachs MarketBeta US 1000 Eq ETF | Owns companies we recommend for divestment | 28 | 27 | 41 | 34 | X | Large Blend |
| MAGSX | Madison Aggressive Allocation A | Owns companies we recommend for divestment | 28 | 26 | 71 | 33 | X | Moderately Aggressive Allocation |
| MMDAX | Madison Moderate Allocation A | Owns companies we recommend for divestment | 28 | 26 | 71 | 33 | X | Moderate Allocation |
| MMZIX | MassMutual Select T. Row Prc Ret 2065 I | Owns companies we recommend for divestment | 28 | 29 | 50 | 34 | X | Target-Date 2065+ |
| MMZJX | MassMutual Select T. Row Prc Ret 2065 M3 | Owns companies we recommend for divestment | 28 | 29 | 50 | 34 | X | Target-Date 2065+ |
| MMZKX | MassMutual Select T. Row Prc Ret 2065 M4 | Owns companies we recommend for divestment | 28 | 29 | 50 | 34 | X | Target-Date 2065+ |
| MMZLX | MassMutual Select T. Row Prc Ret 2065 M5 | Owns companies we recommend for divestment | 28 | 29 | 50 | 34 | X | Target-Date 2065+ |
| MMFTX | MassMutual Select TRP Retirement 2045 I | Owns companies we recommend for divestment | 28 | 29 | 50 | 34 | X | Target-Date 2045 |
| MMFWX | MassMutual Select TRP Retirement 2045 M4 | Owns companies we recommend for divestment | 28 | 29 | 50 | 34 | X | Target-Date 2045 |
| RGQFX | American Funds Growth and Inc Port R5E | Owns companies we recommend for divestment | 28 | 25 | 48 | 31 | X | Moderately Aggressive Allocation |
| MMFUX | MassMutual Select TRP Retirement 2045 M5 | Owns companies we recommend for divestment | 28 | 29 | 50 | 34 | X | Target-Date 2045 |
| MMDDX | MassMutual Select TRP Retirement 2050 I | Owns companies we recommend for divestment | 28 | 29 | 50 | 34 | X | Target-Date 2050 |
| MMDHX | MassMutual Select TRP Retirement 2050 M3 | Owns companies we recommend for divestment | 28 | 29 | 50 | 34 | X | Target-Date 2050 |
| MMDGX | MassMutual Select TRP Retirement 2050 M4 | Owns companies we recommend for divestment | 28 | 29 | 50 | 34 | X | Target-Date 2050 |
| MMDFX | MassMutual Select TRP Retirement 2050 M5 | Owns companies we recommend for divestment | 28 | 29 | 50 | 34 | X | Target-Date 2050 |
| MMDJX | MassMutual Select TRP Retirement 2055 I | Owns companies we recommend for divestment | 28 | 29 | 50 | 34 | X | Target-Date 2055 |
| MMDOX | MassMutual Select TRP Retirement 2055 M3 | Owns companies we recommend for divestment | 28 | 29 | 50 | 34 | X | Target-Date 2055 |
| MMDMX | MassMutual Select TRP Retirement 2055 M4 | Owns companies we recommend for divestment | 28 | 29 | 50 | 34 | X | Target-Date 2055 |
| MMDKX | MassMutual Select TRP Retirement 2055 M5 | Owns companies we recommend for divestment | 28 | 29 | 50 | 34 | X | Target-Date 2055 |
| MMSKX | MassMutual Select TRP Retirement 2060 I | Owns companies we recommend for divestment | 28 | 29 | 50 | 34 | X | Target-Date 2060 |
| MMSVX | MassMutual Select TRP Retirement 2060 M3 | Owns companies we recommend for divestment | 28 | 29 | 50 | 34 | X | Target-Date 2060 |
| MMSGX | MassMutual Select TRP Retirement 2060 M4 | Owns companies we recommend for divestment | 28 | 29 | 50 | 34 | X | Target-Date 2060 |
| RGNGX | American Funds Growth and Inc Port R6 | Owns companies we recommend for divestment | 28 | 25 | 48 | 31 | X | Moderately Aggressive Allocation |
| RGNFX | American Funds Growth and Inc Port R5 | Owns companies we recommend for divestment | 28 | 25 | 48 | 31 | X | Moderately Aggressive Allocation |
| VLU | SPDR® S&P 1500 Value Tilt ETF | Owns companies we recommend for divestment | 28 | 33 | 44 | 38 | X | Large Value |
| CGLGX | American Funds Growth and Inc ABLE-F-2 | Owns companies we recommend for divestment | 28 | 25 | 48 | 31 | X | Moderately Aggressive Allocation |
| AVLC | Avantis U.S. Large Cap Equity ETF | Owns companies we recommend for divestment | 27 | 26 | 40 | 32 | X | Large Blend |
| DSCLX | DFA International Social Cor Eq Instl | Owns companies we recommend for divestment | 27 | 7 | 64 | 12 | X | Foreign Large Blend |
| DFVEX | DFA US Vector Equity I | Owns companies we recommend for divestment | 27 | 32 | 45 | 37 | X | Mid-Cap Value |
| DFSU | Dimensional US Sustainability Core 1 ETF | Owns companies we recommend for divestment | 27 | 25 | 43 | 35 | V | Large Blend |
| PRF | Invesco RAFI US 1000 ETF | Owns companies we recommend for divestment | 27 | 29 | 43 | 35 | X | Large Value |
| IXUS | iShares Core MSCI Total Intl Stk ETF | Owns companies we recommend for divestment | 27 | 11 | 64 | 12 | X | Foreign Large Blend |
| EIS | iShares MSCI Israel ETF | Owns companies we recommend for divestment | 27 | 2 | 41 | 2 | X | Miscellaneous Region |
| SCHK | Schwab 1000 ETF | Owns companies we recommend for divestment | 27 | 27 | 40 | 35 | X | Large Blend |
| SNXFX | Schwab 1000 Index® | Owns companies we recommend for divestment | 27 | 27 | 40 | 35 | X | Large Blend |
| FGGIX | American Funds Growth and Inc 529-F-2 | Owns companies we recommend for divestment | 28 | 25 | 48 | 31 | X | Moderately Aggressive Allocation |
| FGIIX | American Funds Growth and Inc 529-F-3 | Owns companies we recommend for divestment | 28 | 25 | 48 | 31 | X | Moderately Aggressive Allocation |
| CGNAX | American Funds Growth and Inc Port 529A | Owns companies we recommend for divestment | 28 | 25 | 48 | 31 | X | Moderately Aggressive Allocation |
| RGNEX | American Funds Growth and Inc Port R4 | Owns companies we recommend for divestment | 28 | 25 | 48 | 31 | X | Moderately Aggressive Allocation |
| CGNCX | American Funds Growth and Inc Port 529C | Owns companies we recommend for divestment | 28 | 25 | 48 | 31 | X | Moderately Aggressive Allocation |
| CGNEX | American Funds Growth and Inc Port 529E | Owns companies we recommend for divestment | 28 | 25 | 48 | 31 | X | Moderately Aggressive Allocation |
| CGNFX | American Funds Growth and Inc Port 529F1 | Owns companies we recommend for divestment | 28 | 25 | 48 | 31 | X | Moderately Aggressive Allocation |
| GAIOX | American Funds Growth and Inc Port A | Owns companies we recommend for divestment | 28 | 25 | 48 | 31 | X | Moderately Aggressive Allocation |
| GAITX | American Funds Growth and Inc Port C | Owns companies we recommend for divestment | 28 | 25 | 48 | 31 | X | Moderately Aggressive Allocation |
| GAIFX | American Funds Growth and Inc Port F1 | Owns companies we recommend for divestment | 28 | 25 | 48 | 31 | X | Moderately Aggressive Allocation |
| GAIEX | American Funds Growth and Inc Port F2 | Owns companies we recommend for divestment | 28 | 25 | 48 | 31 | X | Moderately Aggressive Allocation |
| GAIHX | American Funds Growth and Inc Port F3 | Owns companies we recommend for divestment | 28 | 25 | 48 | 31 | X | Moderately Aggressive Allocation |
| RGNAX | American Funds Growth and Inc Port R1 | Owns companies we recommend for divestment | 28 | 25 | 48 | 31 | X | Moderately Aggressive Allocation |
| RGNBX | American Funds Growth and Inc Port R2 | Owns companies we recommend for divestment | 28 | 25 | 48 | 31 | X | Moderately Aggressive Allocation |
| RBEGX | American Funds Growth and Inc Port R2E | Owns companies we recommend for divestment | 28 | 25 | 48 | 31 | X | Moderately Aggressive Allocation |
| RAICX | American Funds Growth and Inc Port R3 | Owns companies we recommend for divestment | 28 | 25 | 48 | 31 | X | Moderately Aggressive Allocation |
| MMSOX | MassMutual Select TRP Retirement 2060 M5 | Owns companies we recommend for divestment | 28 | 29 | 50 | 34 | X | Target-Date 2060 |
| TRRKX | T. Rowe Price Retirement 2045 | Owns companies we recommend for divestment | 28 | 29 | 50 | 35 | X | Target-Date 2045 |
| VRNIX | Vanguard Russell 1000 Index I | Owns companies we recommend for divestment | 26 | 29 | 41 | 35 | X | Large Blend |
| CCITX | American Funds 2050 Trgt Date Retire C | Owns companies we recommend for divestment | 29 | 28 | 52 | 34 | X | Target-Date 2050 |
| FBHTX | American Funds 2045 Trgt Date Retire F2 | Owns companies we recommend for divestment | 29 | 28 | 52 | 34 | X | Target-Date 2045 |
| FCHTX | American Funds 2045 Trgt Date Retire F3 | Owns companies we recommend for divestment | 29 | 28 | 52 | 34 | X | Target-Date 2045 |
| RAHTX | American Funds 2045 Trgt Date Retire R1 | Owns companies we recommend for divestment | 29 | 28 | 52 | 34 | X | Target-Date 2045 |
| RBHTX | American Funds 2045 Trgt Date Retire R2 | Owns companies we recommend for divestment | 29 | 28 | 52 | 34 | X | Target-Date 2045 |
| RBHHX | American Funds 2045 Trgt Date Retire R2E | Owns companies we recommend for divestment | 29 | 28 | 52 | 34 | X | Target-Date 2045 |
| RCHTX | American Funds 2045 Trgt Date Retire R3 | Owns companies we recommend for divestment | 29 | 28 | 52 | 34 | X | Target-Date 2045 |
| RDHTX | American Funds 2045 Trgt Date Retire R4 | Owns companies we recommend for divestment | 29 | 28 | 52 | 34 | X | Target-Date 2045 |
| REHTX | American Funds 2045 Trgt Date Retire R5 | Owns companies we recommend for divestment | 29 | 28 | 52 | 34 | X | Target-Date 2045 |
| RHHTX | American Funds 2045 Trgt Date Retire R5E | Owns companies we recommend for divestment | 29 | 28 | 52 | 34 | X | Target-Date 2045 |
| RFHTX | American Funds 2045 Trgt Date Retire R6 | Owns companies we recommend for divestment | 29 | 28 | 52 | 34 | X | Target-Date 2045 |
| AALTX | American Funds 2050 Trgt Date Retire A | Owns companies we recommend for divestment | 29 | 28 | 52 | 34 | X | Target-Date 2050 |
| FAITX | American Funds 2050 Trgt Date Retire F1 | Owns companies we recommend for divestment | 29 | 28 | 52 | 34 | X | Target-Date 2050 |
| CCHTX | American Funds 2045 Trgt Date Retire C | Owns companies we recommend for divestment | 29 | 28 | 52 | 34 | X | Target-Date 2045 |
| FBITX | American Funds 2050 Trgt Date Retire F2 | Owns companies we recommend for divestment | 29 | 28 | 52 | 34 | X | Target-Date 2050 |
| DITFX | American Funds 2050 Trgt Date Retire F3 | Owns companies we recommend for divestment | 29 | 28 | 52 | 34 | X | Target-Date 2050 |
| RAITX | American Funds 2050 Trgt Date Retire R1 | Owns companies we recommend for divestment | 29 | 28 | 52 | 34 | X | Target-Date 2050 |
| RBITX | American Funds 2050 Trgt Date Retire R2 | Owns companies we recommend for divestment | 29 | 28 | 52 | 34 | X | Target-Date 2050 |
| RBHEX | American Funds 2050 Trgt Date Retire R2E | Owns companies we recommend for divestment | 29 | 28 | 52 | 34 | X | Target-Date 2050 |
| RCITX | American Funds 2050 Trgt Date Retire R3 | Owns companies we recommend for divestment | 29 | 28 | 52 | 34 | X | Target-Date 2050 |
| RDITX | American Funds 2050 Trgt Date Retire R4 | Owns companies we recommend for divestment | 29 | 28 | 52 | 34 | X | Target-Date 2050 |
| REITX | American Funds 2050 Trgt Date Retire R5 | Owns companies we recommend for divestment | 29 | 28 | 52 | 34 | X | Target-Date 2050 |
| RHITX | American Funds 2050 Trgt Date Retire R5E | Owns companies we recommend for divestment | 29 | 28 | 52 | 34 | X | Target-Date 2050 |
| RFITX | American Funds 2050 Trgt Date Retire R6 | Owns companies we recommend for divestment | 29 | 28 | 52 | 34 | X | Target-Date 2050 |
| AAMTX | American Funds 2055 Trgt Date Retire A | Owns companies we recommend for divestment | 29 | 26 | 52 | 34 | X | Target-Date 2055 |
| CCJTX | American Funds 2055 Trgt Date Retire C | Owns companies we recommend for divestment | 29 | 26 | 52 | 34 | X | Target-Date 2055 |
| FATTX | American Funds 2045 Trgt Date Retire F1 | Owns companies we recommend for divestment | 29 | 28 | 52 | 34 | X | Target-Date 2045 |
| AAHTX | American Funds 2045 Trgt Date Retire A | Owns companies we recommend for divestment | 29 | 28 | 52 | 34 | X | Target-Date 2045 |
| PARLX | T. Rowe Price Retirement 2045 Advisor | Owns companies we recommend for divestment | 28 | 29 | 50 | 35 | X | Target-Date 2045 |
| TRLNX | T. Rowe Price Retirement 2060 I | Owns companies we recommend for divestment | 28 | 29 | 50 | 35 | X | Target-Date 2060 |
| TRIKX | T. Rowe Price Retirement 2045 I | Owns companies we recommend for divestment | 28 | 29 | 50 | 35 | X | Target-Date 2045 |
| RRTRX | T. Rowe Price Retirement 2045 R | Owns companies we recommend for divestment | 28 | 29 | 50 | 35 | X | Target-Date 2045 |
| TRRMX | T. Rowe Price Retirement 2050 | Owns companies we recommend for divestment | 28 | 29 | 50 | 35 | X | Target-Date 2050 |
| PARFX | T. Rowe Price Retirement 2050 Advisor | Owns companies we recommend for divestment | 28 | 29 | 50 | 35 | X | Target-Date 2050 |
| TRJLX | T. Rowe Price Retirement 2050 I | Owns companies we recommend for divestment | 28 | 29 | 50 | 35 | X | Target-Date 2050 |
| RRTFX | T. Rowe Price Retirement 2050 R | Owns companies we recommend for divestment | 28 | 29 | 50 | 35 | X | Target-Date 2050 |
| TRRNX | T. Rowe Price Retirement 2055 | Owns companies we recommend for divestment | 28 | 29 | 50 | 35 | X | Target-Date 2055 |
| PAROX | T. Rowe Price Retirement 2055 Advisor | Owns companies we recommend for divestment | 28 | 29 | 50 | 35 | X | Target-Date 2055 |
| TRJMX | T. Rowe Price Retirement 2055 I | Owns companies we recommend for divestment | 28 | 29 | 50 | 35 | X | Target-Date 2055 |
| RRTVX | T. Rowe Price Retirement 2055 R | Owns companies we recommend for divestment | 28 | 29 | 50 | 35 | X | Target-Date 2055 |
| TRRLX | T. Rowe Price Retirement 2060 | Owns companies we recommend for divestment | 28 | 29 | 50 | 35 | X | Target-Date 2060 |
| TRRYX | T. Rowe Price Retirement 2060 Advisor | Owns companies we recommend for divestment | 28 | 29 | 50 | 35 | X | Target-Date 2060 |
| TRRZX | T. Rowe Price Retirement 2060 R | Owns companies we recommend for divestment | 28 | 29 | 50 | 35 | X | Target-Date 2060 |
| RPFDX | T. Rowe Price Target 2065 I | Owns companies we recommend for divestment | 28 | 29 | 50 | 35 | X | Target-Date 2065+ |
| TRSJX | T. Rowe Price Retirement 2065 | Owns companies we recommend for divestment | 28 | 29 | 50 | 35 | X | Target-Date 2065+ |
| PASUX | T. Rowe Price Retirement 2065 Advisor | Owns companies we recommend for divestment | 28 | 29 | 50 | 35 | X | Target-Date 2065+ |
| TRMOX | T. Rowe Price Retirement 2065 I | Owns companies we recommend for divestment | 28 | 29 | 50 | 35 | X | Target-Date 2065+ |
| RRSUX | T. Rowe Price Retirement 2065 R | Owns companies we recommend for divestment | 28 | 29 | 50 | 35 | X | Target-Date 2065+ |
| TRFFX | T. Rowe Price Target 2055 | Owns companies we recommend for divestment | 28 | 29 | 50 | 35 | X | Target-Date 2055 |
| PAFTX | T. Rowe Price Target 2055 Advisor | Owns companies we recommend for divestment | 28 | 29 | 50 | 35 | X | Target-Date 2055 |
| TRPPX | T. Rowe Price Target 2055 I | Owns companies we recommend for divestment | 28 | 29 | 50 | 35 | X | Target-Date 2055 |
| TRTFX | T. Rowe Price Target 2060 | Owns companies we recommend for divestment | 28 | 29 | 50 | 35 | X | Target-Date 2060 |
| TRTGX | T. Rowe Price Target 2060 Advisor | Owns companies we recommend for divestment | 28 | 29 | 50 | 35 | X | Target-Date 2060 |
| TTOIX | T. Rowe Price Target 2060 I | Owns companies we recommend for divestment | 28 | 29 | 50 | 35 | X | Target-Date 2060 |
| PRSLX | T. Rowe Price Target 2065 | Owns companies we recommend for divestment | 28 | 29 | 50 | 35 | X | Target-Date 2065+ |
| PAZLX | T. Rowe Price Target 2065 Advisor | Owns companies we recommend for divestment | 28 | 29 | 50 | 35 | X | Target-Date 2065+ |
| WMLIX | Wilmington Large-Cap Strategy Instl | Owns companies we recommend for divestment | 26 | 29 | 41 | 35 | X | Large Blend |
| VONE | Vanguard Russell 1000 ETF | Owns companies we recommend for divestment | 26 | 29 | 41 | 35 | X | Large Blend |
| FBJTX | American Funds 2055 Trgt Date Retire F2 | Owns companies we recommend for divestment | 29 | 26 | 52 | 34 | X | Target-Date 2055 |
| FSZTX | Fidelity Advisor Sust Trgt Dt 2060 A | Owns companies we recommend for divestment | 26 | 25 | 48 | 33 | V | Target-Date 2060 |
| FSYSX | Fidelity Advisor Sust Trgt Dt 2045 Z | Owns companies we recommend for divestment | 26 | 25 | 48 | 33 | V | Target-Date 2045 |
| FSYYX | Fidelity Advisor Sust Trgt Dt 2050 A | Owns companies we recommend for divestment | 26 | 25 | 48 | 33 | V | Target-Date 2050 |
| FSYZX | Fidelity Advisor Sust Trgt Dt 2050 C | Owns companies we recommend for divestment | 26 | 25 | 48 | 33 | V | Target-Date 2050 |
| FSZBX | Fidelity Advisor Sust Trgt Dt 2050 I | Owns companies we recommend for divestment | 26 | 25 | 48 | 33 | V | Target-Date 2050 |
| FSZAX | Fidelity Advisor Sust Trgt Dt 2050 M | Owns companies we recommend for divestment | 26 | 25 | 48 | 33 | V | Target-Date 2050 |
| FSZCX | Fidelity Advisor Sust Trgt Dt 2050 Z | Owns companies we recommend for divestment | 26 | 25 | 48 | 33 | V | Target-Date 2050 |
| FSZJX | Fidelity Advisor Sust Trgt Dt 2055 A | Owns companies we recommend for divestment | 26 | 25 | 48 | 33 | V | Target-Date 2055 |
| FSZKX | Fidelity Advisor Sust Trgt Dt 2055 C | Owns companies we recommend for divestment | 26 | 25 | 48 | 33 | V | Target-Date 2055 |
| FSZMX | Fidelity Advisor Sust Trgt Dt 2055 I | Owns companies we recommend for divestment | 26 | 25 | 48 | 33 | V | Target-Date 2055 |
| FSZLX | Fidelity Advisor Sust Trgt Dt 2055 M | Owns companies we recommend for divestment | 26 | 25 | 48 | 33 | V | Target-Date 2055 |
| FSZNX | Fidelity Advisor Sust Trgt Dt 2055 Z | Owns companies we recommend for divestment | 26 | 25 | 48 | 33 | V | Target-Date 2055 |
| FSZVX | Fidelity Advisor Sust Trgt Dt 2060 C | Owns companies we recommend for divestment | 26 | 25 | 48 | 33 | V | Target-Date 2060 |
| FSYQX | Fidelity Advisor Sust Trgt Dt 2045 I | Owns companies we recommend for divestment | 26 | 25 | 48 | 33 | V | Target-Date 2045 |
| FSZYX | Fidelity Advisor Sust Trgt Dt 2060 I | Owns companies we recommend for divestment | 26 | 25 | 48 | 33 | V | Target-Date 2060 |
| FSZWX | Fidelity Advisor Sust Trgt Dt 2060 M | Owns companies we recommend for divestment | 26 | 25 | 48 | 33 | V | Target-Date 2060 |
| FTDLX | Fidelity Advisor Sust Trgt Dt 2060 Z | Owns companies we recommend for divestment | 26 | 25 | 48 | 33 | V | Target-Date 2060 |
| FTGUX | Fidelity Advisor Sust Trgt Dt 2065 A | Owns companies we recommend for divestment | 26 | 25 | 48 | 33 | V | Target-Date 2065+ |
| FTGYX | Fidelity Advisor Sust Trgt Dt 2065 C | Owns companies we recommend for divestment | 26 | 25 | 48 | 33 | V | Target-Date 2065+ |
| FTHBX | Fidelity Advisor Sust Trgt Dt 2065 I | Owns companies we recommend for divestment | 26 | 25 | 48 | 33 | V | Target-Date 2065+ |
| FTGZX | Fidelity Advisor Sust Trgt Dt 2065 M | Owns companies we recommend for divestment | 26 | 25 | 48 | 33 | V | Target-Date 2065+ |
| FTHDX | Fidelity Advisor Sust Trgt Dt 2065 Z | Owns companies we recommend for divestment | 26 | 25 | 48 | 33 | V | Target-Date 2065+ |
| FSISX | Fidelity SAI International Sm Cp Idx | Owns companies we recommend for divestment | 26 | 4 | 43 | 2 | X | Foreign Small/Mid Blend |
| FSXAX | Fidelity Sustainable Target Date 2030 | Owns companies we recommend for divestment | 26 | 25 | 48 | 33 | V | Target-Date 2030 |
| FSXHX | Fidelity Sustainable Target Date 2030 K | Owns companies we recommend for divestment | 26 | 25 | 48 | 33 | V | Target-Date 2030 |
| FSXJX | Fidelity Sustainable Target Date 2030 K6 | Owns companies we recommend for divestment | 26 | 25 | 48 | 33 | V | Target-Date 2030 |
| FSYPX | Fidelity Advisor Sust Trgt Dt 2045 M | Owns companies we recommend for divestment | 26 | 25 | 48 | 33 | V | Target-Date 2045 |
| FSYOX | Fidelity Advisor Sust Trgt Dt 2045 C | Owns companies we recommend for divestment | 26 | 25 | 48 | 33 | V | Target-Date 2045 |
| FSXTX | Fidelity Sustainable Target Date 2035 K | Owns companies we recommend for divestment | 26 | 25 | 48 | 33 | V | Target-Date 2035 |
| FSXCX | Fidelity Advisor Sust Trgt Dt 2030 C | Owns companies we recommend for divestment | 26 | 25 | 48 | 33 | V | Target-Date 2030 |
| RBACX | American Funds Moderate Gr & Inc R-3 | Owns companies we recommend for divestment | 26 | 21 | 48 | 30 | X | Moderate Allocation |
| RBAEX | American Funds Moderate Gr & Inc R-4 | Owns companies we recommend for divestment | 26 | 21 | 48 | 30 | X | Moderate Allocation |
| RBAFX | American Funds Moderate Gr & Inc R-5 | Owns companies we recommend for divestment | 26 | 21 | 48 | 30 | X | Moderate Allocation |
| RGPFX | American Funds Moderate Gr & Inc R-5E | Owns companies we recommend for divestment | 26 | 21 | 48 | 30 | X | Moderate Allocation |
| RBAGX | American Funds Moderate Gr & Inc R-6 | Owns companies we recommend for divestment | 26 | 21 | 48 | 30 | X | Moderate Allocation |
| AVUNX | Avantis® U.S. Equity G | Owns companies we recommend for divestment | 26 | 32 | 43 | 32 | X | Large Blend |
| AVUSX | Avantis® U.S. Equity Institutional | Owns companies we recommend for divestment | 26 | 32 | 43 | 32 | X | Large Blend |
| BBVLX | Bridge Builder Large Cap Value | Owns companies we recommend for divestment | 26 | 27 | 38 | 32 | X | Large Value |
| DFALX | DFA Large Cap International I | Owns companies we recommend for divestment | 26 | 8 | 58 | 14 | X | Foreign Large Blend |
| DFSIX | DFA US Sustainability Core 1 | Owns companies we recommend for divestment | 26 | 27 | 43 | 36 | V | Large Blend |
| FSXBX | Fidelity Advisor Sust Trgt Dt 2030 A | Owns companies we recommend for divestment | 26 | 25 | 48 | 33 | V | Target-Date 2030 |
| FSXEX | Fidelity Advisor Sust Trgt Dt 2030 I | Owns companies we recommend for divestment | 26 | 25 | 48 | 33 | V | Target-Date 2030 |
| FSYLX | Fidelity Advisor Sust Trgt Dt 2045 A | Owns companies we recommend for divestment | 26 | 25 | 48 | 33 | V | Target-Date 2045 |
| FSXDX | Fidelity Advisor Sust Trgt Dt 2030 M | Owns companies we recommend for divestment | 26 | 25 | 48 | 33 | V | Target-Date 2030 |
| FSXFX | Fidelity Advisor Sust Trgt Dt 2030 Z | Owns companies we recommend for divestment | 26 | 25 | 48 | 33 | V | Target-Date 2030 |
| FSXLX | Fidelity Advisor Sust Trgt Dt 2035 A | Owns companies we recommend for divestment | 26 | 25 | 48 | 33 | V | Target-Date 2035 |
| FSXNX | Fidelity Advisor Sust Trgt Dt 2035 C | Owns companies we recommend for divestment | 26 | 25 | 48 | 33 | V | Target-Date 2035 |
| FSXQX | Fidelity Advisor Sust Trgt Dt 2035 I | Owns companies we recommend for divestment | 26 | 25 | 48 | 33 | V | Target-Date 2035 |
| FSXOX | Fidelity Advisor Sust Trgt Dt 2035 M | Owns companies we recommend for divestment | 26 | 25 | 48 | 33 | V | Target-Date 2035 |
| FSXRX | Fidelity Advisor Sust Trgt Dt 2035 Z | Owns companies we recommend for divestment | 26 | 25 | 48 | 33 | V | Target-Date 2035 |
| FSXWX | Fidelity Advisor Sust Trgt Dt 2040 A | Owns companies we recommend for divestment | 26 | 25 | 48 | 33 | V | Target-Date 2040 |
| FSXYX | Fidelity Advisor Sust Trgt Dt 2040 C | Owns companies we recommend for divestment | 26 | 25 | 48 | 33 | V | Target-Date 2040 |
| FSYBX | Fidelity Advisor Sust Trgt Dt 2040 I | Owns companies we recommend for divestment | 26 | 25 | 48 | 33 | V | Target-Date 2040 |
| FSXZX | Fidelity Advisor Sust Trgt Dt 2040 M | Owns companies we recommend for divestment | 26 | 25 | 48 | 33 | V | Target-Date 2040 |
| FSYDX | Fidelity Advisor Sust Trgt Dt 2040 Z | Owns companies we recommend for divestment | 26 | 25 | 48 | 33 | V | Target-Date 2040 |
| FSXKX | Fidelity Sustainable Target Date 2035 | Owns companies we recommend for divestment | 26 | 25 | 48 | 33 | V | Target-Date 2035 |
| FSXUX | Fidelity Sustainable Target Date 2035 K6 | Owns companies we recommend for divestment | 26 | 25 | 48 | 33 | V | Target-Date 2035 |
| POMIX | T. Rowe Price Total Equity Market Idx | Owns companies we recommend for divestment | 26 | 29 | 40 | 34 | X | Large Blend |
| IWB | iShares Russell 1000 ETF | Owns companies we recommend for divestment | 26 | 29 | 41 | 35 | X | Large Blend |
| SCHCX | Franklin Multi-Asset Growth C | Owns companies we recommend for divestment | 26 | 20 | 50 | 26 | X | Aggressive Allocation |
| LANIX | Franklin Multi-Asset Growth I | Owns companies we recommend for divestment | 26 | 20 | 50 | 26 | X | Aggressive Allocation |
| LLLRX | Franklin Multi-Asset Growth R | Owns companies we recommend for divestment | 26 | 20 | 50 | 26 | X | Aggressive Allocation |
| SCGRX | Franklin Multi-Asset Moderate Growth A | Owns companies we recommend for divestment | 26 | 20 | 50 | 26 | X | Moderately Aggressive Allocation |
| SCGCX | Franklin Multi-Asset Moderate Growth C | Owns companies we recommend for divestment | 26 | 20 | 50 | 26 | X | Moderately Aggressive Allocation |
| LLAIX | Franklin Multi-Asset Moderate Growth I | Owns companies we recommend for divestment | 26 | 20 | 50 | 26 | X | Moderately Aggressive Allocation |
| LLMRX | Franklin Multi-Asset Moderate Growth R | Owns companies we recommend for divestment | 26 | 20 | 50 | 26 | X | Moderately Aggressive Allocation |
| EQAL | Invesco Russell 1000 Equal Weight ETF | Owns companies we recommend for divestment | 26 | 28 | 40 | 34 | X | Mid-Cap Blend |
| HSCZ | iShares Currency Hdgd MSCI EAFE SmCp ETF | Owns companies we recommend for divestment | 26 | 4 | 44 | 2 | X | Foreign Small/Mid Blend |
| IYY | iShares Dow Jones US ETF | Owns companies we recommend for divestment | 26 | 29 | 40 | 35 | X | Large Blend |
| SCZ | iShares MSCI EAFE Small-Cap ETF | Owns companies we recommend for divestment | 26 | 4 | 44 | 2 | X | Foreign Small/Mid Blend |
| BRGNX | iShares Russell 1000 Large-Cap Idx Instl | Owns companies we recommend for divestment | 26 | 29 | 41 | 35 | X | Large Blend |
| LLARX | Franklin Multi-Asset Conservative Gr R | Owns companies we recommend for divestment | 26 | 20 | 50 | 26 | X | Moderate Allocation |
| BRGAX | iShares Russell 1000 Large-Cap Idx Inv A | Owns companies we recommend for divestment | 26 | 29 | 41 | 35 | X | Large Blend |
| BRGKX | iShares Russell 1000 Large-Cap Idx K | Owns companies we recommend for divestment | 26 | 29 | 41 | 35 | X | Large Blend |
| MSLC | Morgan Stanley Pathway Large Cap Eq ETF | Owns companies we recommend for divestment | 26 | 29 | 41 | 35 | X | Large Blend |
| SAMKX | SA US Core Market | Owns companies we recommend for divestment | 26 | 26 | 39 | 34 | X | Large Blend |
| SCHX | Schwab US Large-Cap ETF™ | Owns companies we recommend for divestment | 26 | 24 | 39 | 31 | X | Large Blend |
| SKTAX | SEI Core Market Strategy Allc F (SAAT) | Owns companies we recommend for divestment | 26 | 22 | 52 | 27 | X | Aggressive Allocation |
| LCIAX | SEI Large Cap Index A (SIIT) | Owns companies we recommend for divestment | 26 | 29 | 41 | 35 | X | Large Blend |
| SLGFX | SEI Large Cap Index F (SIMT) | Owns companies we recommend for divestment | 26 | 29 | 41 | 35 | X | Large Blend |
| SGOAX | SEI Market Growth Strategy Allc F (SAAT) | Owns companies we recommend for divestment | 26 | 22 | 52 | 27 | X | Aggressive Allocation |
| SISAX | SEI Tax-Managed Agrsv Strat F (SAAT) | Owns companies we recommend for divestment | 26 | 22 | 52 | 27 | X | Aggressive Allocation |
| SPGM | SPDR® Portfolio MSCI Global Stk Mkt ETF | Owns companies we recommend for divestment | 26 | 24 | 59 | 29 | X | Global Large-Stock Blend |
| SPGEX | Symmetry Panoramic Global Equity I | Owns companies we recommend for divestment | 26 | 25 | 46 | 28 | X | Global Large-Stock Blend |
| SCHAX | Franklin Multi-Asset Growth A | Owns companies we recommend for divestment | 26 | 20 | 50 | 26 | X | Aggressive Allocation |
| LMEIX | Franklin Multi-Asset Conservative Gr I | Owns companies we recommend for divestment | 26 | 20 | 50 | 26 | X | Moderate Allocation |
| FSXVX | Fidelity Sustainable Target Date 2040 | Owns companies we recommend for divestment | 26 | 25 | 48 | 33 | V | Target-Date 2040 |
| FTGKX | Fidelity Sustainable Target Date 2060 K | Owns companies we recommend for divestment | 26 | 25 | 48 | 33 | V | Target-Date 2060 |
| FSYFX | Fidelity Sustainable Target Date 2040 K | Owns companies we recommend for divestment | 26 | 25 | 48 | 33 | V | Target-Date 2040 |
| FSYGX | Fidelity Sustainable Target Date 2040 K6 | Owns companies we recommend for divestment | 26 | 25 | 48 | 33 | V | Target-Date 2040 |
| FSYHX | Fidelity Sustainable Target Date 2045 | Owns companies we recommend for divestment | 26 | 25 | 48 | 33 | V | Target-Date 2045 |
| FSYUX | Fidelity Sustainable Target Date 2045 K | Owns companies we recommend for divestment | 26 | 25 | 48 | 33 | V | Target-Date 2045 |
| FSYVX | Fidelity Sustainable Target Date 2045 K6 | Owns companies we recommend for divestment | 26 | 25 | 48 | 33 | V | Target-Date 2045 |
| FSYWX | Fidelity Sustainable Target Date 2050 | Owns companies we recommend for divestment | 26 | 25 | 48 | 33 | V | Target-Date 2050 |
| FSZFX | Fidelity Sustainable Target Date 2050 K | Owns companies we recommend for divestment | 26 | 25 | 48 | 33 | V | Target-Date 2050 |
| FSZGX | Fidelity Sustainable Target Date 2050 K6 | Owns companies we recommend for divestment | 26 | 25 | 48 | 33 | V | Target-Date 2050 |
| FSZHX | Fidelity Sustainable Target Date 2055 | Owns companies we recommend for divestment | 26 | 25 | 48 | 33 | V | Target-Date 2055 |
| FSZQX | Fidelity Sustainable Target Date 2055 K | Owns companies we recommend for divestment | 26 | 25 | 48 | 33 | V | Target-Date 2055 |
| FSZRX | Fidelity Sustainable Target Date 2055 K6 | Owns companies we recommend for divestment | 26 | 25 | 48 | 33 | V | Target-Date 2055 |
| FSZSX | Fidelity Sustainable Target Date 2060 | Owns companies we recommend for divestment | 26 | 25 | 48 | 33 | V | Target-Date 2060 |
| FTGNX | Fidelity Sustainable Target Date 2060 K6 | Owns companies we recommend for divestment | 26 | 25 | 48 | 33 | V | Target-Date 2060 |
| SCBCX | Franklin Multi-Asset Conservative Gr C | Owns companies we recommend for divestment | 26 | 20 | 50 | 26 | X | Moderate Allocation |
| FTGPX | Fidelity Sustainable Target Date 2065 | Owns companies we recommend for divestment | 26 | 25 | 48 | 33 | V | Target-Date 2065+ |
| FTHGX | Fidelity Sustainable Target Date 2065 K | Owns companies we recommend for divestment | 26 | 25 | 48 | 33 | V | Target-Date 2065+ |
| FTHHX | Fidelity Sustainable Target Date 2065 K6 | Owns companies we recommend for divestment | 26 | 25 | 48 | 33 | V | Target-Date 2065+ |
| FRCQX | Fidelity Sustainable Target Date 2070 | Owns companies we recommend for divestment | 26 | 25 | 48 | 33 | V | Target-Date 2065+ |
| FRCWX | Fidelity Sustainable Target Date 2070 A | Owns companies we recommend for divestment | 26 | 25 | 48 | 33 | V | Target-Date 2065+ |
| FRDCX | Fidelity Sustainable Target Date 2070 C | Owns companies we recommend for divestment | 26 | 25 | 48 | 33 | V | Target-Date 2065+ |
| FRDDX | Fidelity Sustainable Target Date 2070 I | Owns companies we recommend for divestment | 26 | 25 | 48 | 33 | V | Target-Date 2065+ |
| FRCRX | Fidelity Sustainable Target Date 2070 K | Owns companies we recommend for divestment | 26 | 25 | 48 | 33 | V | Target-Date 2065+ |
| FRCVX | Fidelity Sustainable Target Date 2070 K6 | Owns companies we recommend for divestment | 26 | 25 | 48 | 33 | V | Target-Date 2065+ |
| FRCYX | Fidelity Sustainable Target Date 2070 M | Owns companies we recommend for divestment | 26 | 25 | 48 | 33 | V | Target-Date 2065+ |
| FRDEX | Fidelity Sustainable Target Date 2070 Z | Owns companies we recommend for divestment | 26 | 25 | 48 | 33 | V | Target-Date 2065+ |
| SBBAX | Franklin Multi-Asset Conservative Gr A | Owns companies we recommend for divestment | 26 | 20 | 50 | 26 | X | Moderate Allocation |
| FAJTX | American Funds 2055 Trgt Date Retire F1 | Owns companies we recommend for divestment | 29 | 26 | 52 | 34 | X | Target-Date 2055 |
| FCJTX | American Funds 2055 Trgt Date Retire F3 | Owns companies we recommend for divestment | 29 | 26 | 52 | 34 | X | Target-Date 2055 |
| GMGYX | GuideStone Funds MyDestination 2055Instl | Owns companies we recommend for divestment | 34 | 28 | 66 | 36 | X | Target-Date 2055 |
| RFFTX | American Funds 2035 Trgt Date Retire R6 | Owns companies we recommend for divestment | 31 | 27 | 54 | 33 | X | Target-Date 2035 |
| CCFTX | American Funds 2035 Trgt Date Retire C | Owns companies we recommend for divestment | 31 | 27 | 54 | 33 | X | Target-Date 2035 |
| FAQTX | American Funds 2035 Trgt Date Retire F1 | Owns companies we recommend for divestment | 31 | 27 | 54 | 33 | X | Target-Date 2035 |
| FBFTX | American Funds 2035 Trgt Date Retire F2 | Owns companies we recommend for divestment | 31 | 27 | 54 | 33 | X | Target-Date 2035 |
| FDFTX | American Funds 2035 Trgt Date Retire F3 | Owns companies we recommend for divestment | 31 | 27 | 54 | 33 | X | Target-Date 2035 |
| RAFTX | American Funds 2035 Trgt Date Retire R1 | Owns companies we recommend for divestment | 31 | 27 | 54 | 33 | X | Target-Date 2035 |
| RBFTX | American Funds 2035 Trgt Date Retire R2 | Owns companies we recommend for divestment | 31 | 27 | 54 | 33 | X | Target-Date 2035 |
| RBEFX | American Funds 2035 Trgt Date Retire R2E | Owns companies we recommend for divestment | 31 | 27 | 54 | 33 | X | Target-Date 2035 |
| RCFTX | American Funds 2035 Trgt Date Retire R3 | Owns companies we recommend for divestment | 31 | 27 | 54 | 33 | X | Target-Date 2035 |
| RDFTX | American Funds 2035 Trgt Date Retire R4 | Owns companies we recommend for divestment | 31 | 27 | 54 | 33 | X | Target-Date 2035 |
| REFTX | American Funds 2035 Trgt Date Retire R5 | Owns companies we recommend for divestment | 31 | 27 | 54 | 33 | X | Target-Date 2035 |
| RHFTX | American Funds 2035 Trgt Date Retire R5E | Owns companies we recommend for divestment | 31 | 27 | 54 | 33 | X | Target-Date 2035 |
| AAGTX | American Funds 2040 Trgt Date Retire A | Owns companies we recommend for divestment | 31 | 27 | 54 | 33 | X | Target-Date 2040 |
| TALFX | Transamerica Asset Alloc Long Hrzn R4 | Owns companies we recommend for divestment | 30 | 30 | 46 | 39 | X | Aggressive Allocation |
| CCGTX | American Funds 2040 Trgt Date Retire C | Owns companies we recommend for divestment | 31 | 27 | 54 | 33 | X | Target-Date 2040 |
| FAUTX | American Funds 2040 Trgt Date Retire F1 | Owns companies we recommend for divestment | 31 | 27 | 54 | 33 | X | Target-Date 2040 |
| FBGTX | American Funds 2040 Trgt Date Retire F2 | Owns companies we recommend for divestment | 31 | 27 | 54 | 33 | X | Target-Date 2040 |
| FCGTX | American Funds 2040 Trgt Date Retire F3 | Owns companies we recommend for divestment | 31 | 27 | 54 | 33 | X | Target-Date 2040 |
| RAKTX | American Funds 2040 Trgt Date Retire R1 | Owns companies we recommend for divestment | 31 | 27 | 54 | 33 | X | Target-Date 2040 |
| RBKTX | American Funds 2040 Trgt Date Retire R2 | Owns companies we recommend for divestment | 31 | 27 | 54 | 33 | X | Target-Date 2040 |
| RBEKX | American Funds 2040 Trgt Date Retire R2E | Owns companies we recommend for divestment | 31 | 27 | 54 | 33 | X | Target-Date 2040 |
| RCKTX | American Funds 2040 Trgt Date Retire R3 | Owns companies we recommend for divestment | 31 | 27 | 54 | 33 | X | Target-Date 2040 |
| RDGTX | American Funds 2040 Trgt Date Retire R4 | Owns companies we recommend for divestment | 31 | 27 | 54 | 33 | X | Target-Date 2040 |
| REGTX | American Funds 2040 Trgt Date Retire R5 | Owns companies we recommend for divestment | 31 | 27 | 54 | 33 | X | Target-Date 2040 |
| RHGTX | American Funds 2040 Trgt Date Retire R5E | Owns companies we recommend for divestment | 31 | 27 | 54 | 33 | X | Target-Date 2040 |
| RFGTX | American Funds 2040 Trgt Date Retire R6 | Owns companies we recommend for divestment | 31 | 27 | 54 | 33 | X | Target-Date 2040 |
| AAFTX | American Funds 2035 Trgt Date Retire A | Owns companies we recommend for divestment | 31 | 27 | 54 | 33 | X | Target-Date 2035 |
| TALRX | Transamerica Asset Alloc Long Hrzn R | Owns companies we recommend for divestment | 30 | 30 | 46 | 39 | X | Aggressive Allocation |
| RBGCX | Columbia Capital Allocation Agrsv C | Owns companies we recommend for divestment | 31 | 27 | 56 | 32 | X | Moderately Aggressive Allocation |
| CTDFX | American Funds College 2039 529-F-1 | Owns companies we recommend for divestment | 30 | 26 | 52 | 33 | X | Moderately Aggressive Allocation |
| RHETX | American Funds 2030 Trgt Date Retire R5E | Owns companies we recommend for divestment | 30 | 27 | 52 | 33 | X | Target-Date 2030 |
| RFETX | American Funds 2030 Trgt Date Retire R6 | Owns companies we recommend for divestment | 30 | 27 | 52 | 33 | X | Target-Date 2030 |
| CCFAX | American Funds College 2036 529-A | Owns companies we recommend for divestment | 30 | 27 | 52 | 33 | X | Moderately Aggressive Allocation |
| CTDCX | American Funds College 2036 529-C | Owns companies we recommend for divestment | 30 | 27 | 52 | 33 | X | Moderately Aggressive Allocation |
| CTKEX | American Funds College 2036 529-E | Owns companies we recommend for divestment | 30 | 27 | 52 | 33 | X | Moderately Aggressive Allocation |
| CTAFX | American Funds College 2036 529-F-1 | Owns companies we recommend for divestment | 30 | 27 | 52 | 33 | X | Moderately Aggressive Allocation |
| CTAHX | American Funds College 2036 529-F-2 | Owns companies we recommend for divestment | 30 | 27 | 52 | 33 | X | Moderately Aggressive Allocation |
| CTAKX | American Funds College 2036 529-F-3 | Owns companies we recommend for divestment | 30 | 27 | 52 | 33 | X | Moderately Aggressive Allocation |
| CDJAX | American Funds College 2039 529-A | Owns companies we recommend for divestment | 30 | 26 | 52 | 33 | X | Moderately Aggressive Allocation |
| CTJCX | American Funds College 2039 529-C | Owns companies we recommend for divestment | 30 | 26 | 52 | 33 | X | Moderately Aggressive Allocation |
| CTAEX | American Funds College 2039 529-E | Owns companies we recommend for divestment | 30 | 26 | 52 | 33 | X | Moderately Aggressive Allocation |
| FCFGX | American Funds College 2039 529-F-2 | Owns companies we recommend for divestment | 30 | 26 | 52 | 33 | X | Moderately Aggressive Allocation |
| TAAFX | Transamerica Asset Alloc Interm Hrzn R4 | Owns companies we recommend for divestment | 30 | 30 | 46 | 39 | X | Moderate Allocation |
| FTDHX | American Funds College 2039 529-F-3 | Owns companies we recommend for divestment | 30 | 26 | 52 | 33 | X | Moderately Aggressive Allocation |
| AVUS | Avantis US Equity ETF | Owns companies we recommend for divestment | 30 | 34 | 48 | 36 | X | Large Blend |
| DFSPX | DFA Intl Sustainability Core 1 | Owns companies we recommend for divestment | 30 | 8 | 64 | 15 | V | Foreign Large Blend |
| ONGIX | JPMorgan Investor Growth & Income A | Owns companies we recommend for divestment | 30 | 26 | 47 | 37 | X | Moderate Allocation |
| ONECX | JPMorgan Investor Growth & Income C | Owns companies we recommend for divestment | 30 | 26 | 47 | 37 | X | Moderate Allocation |
| ONGFX | JPMorgan Investor Growth & Income I | Owns companies we recommend for divestment | 30 | 26 | 47 | 37 | X | Moderate Allocation |
| JFBUX | JPMorgan Investor Growth & Income R6 | Owns companies we recommend for divestment | 30 | 26 | 47 | 37 | X | Moderate Allocation |
| ONGAX | JPMorgan Investor Growth A | Owns companies we recommend for divestment | 30 | 26 | 47 | 37 | X | Aggressive Allocation |
| OGGCX | JPMorgan Investor Growth C | Owns companies we recommend for divestment | 30 | 26 | 47 | 37 | X | Aggressive Allocation |
| ONIFX | JPMorgan Investor Growth I | Owns companies we recommend for divestment | 30 | 26 | 47 | 37 | X | Aggressive Allocation |
| JFTUX | JPMorgan Investor Growth R6 | Owns companies we recommend for divestment | 30 | 26 | 47 | 37 | X | Aggressive Allocation |
| TAARX | Transamerica Asset Alloc Interm Hrzn R | Owns companies we recommend for divestment | 30 | 30 | 46 | 39 | X | Moderate Allocation |
| AXBAX | Columbia Capital Allocation Agrsv A | Owns companies we recommend for divestment | 31 | 27 | 56 | 32 | X | Moderately Aggressive Allocation |
| CPAZX | Columbia Capital Allocation Agrsv Inst | Owns companies we recommend for divestment | 31 | 27 | 56 | 32 | X | Moderately Aggressive Allocation |
| RDETX | American Funds 2030 Trgt Date Retire R4 | Owns companies we recommend for divestment | 30 | 27 | 52 | 33 | X | Target-Date 2030 |
| PAGQX | Putnam Retirement Advantage 2045 R3 | Owns companies we recommend for divestment | 33 | 33 | 65 | 41 | X | Target-Date 2045 |
| PCCLX | Putnam Retirement Advantage 2040 A | Owns companies we recommend for divestment | 33 | 33 | 65 | 41 | X | Target-Date 2040 |
| PBBZX | Putnam Retirement Advantage 2040 C | Owns companies we recommend for divestment | 33 | 33 | 65 | 41 | X | Target-Date 2040 |
| PBAOX | Putnam Retirement Advantage 2040 R | Owns companies we recommend for divestment | 33 | 33 | 65 | 41 | X | Target-Date 2040 |
| PAGKX | Putnam Retirement Advantage 2040 R3 | Owns companies we recommend for divestment | 33 | 33 | 65 | 41 | X | Target-Date 2040 |
| PAGJX | Putnam Retirement Advantage 2040 R4 | Owns companies we recommend for divestment | 33 | 33 | 65 | 41 | X | Target-Date 2040 |
| PAGOX | Putnam Retirement Advantage 2040 R5 | Owns companies we recommend for divestment | 33 | 33 | 65 | 41 | X | Target-Date 2040 |
| PBAMX | Putnam Retirement Advantage 2040 R6 | Owns companies we recommend for divestment | 33 | 33 | 65 | 41 | X | Target-Date 2040 |
| PALZX | Putnam Retirement Advantage 2040 Y | Owns companies we recommend for divestment | 33 | 33 | 65 | 41 | X | Target-Date 2040 |
| PALGX | Putnam Retirement Advantage 2045 A | Owns companies we recommend for divestment | 33 | 33 | 65 | 41 | X | Target-Date 2045 |
| PAFPX | Putnam Retirement Advantage 2045 C | Owns companies we recommend for divestment | 33 | 33 | 65 | 41 | X | Target-Date 2045 |
| PAFZX | Putnam Retirement Advantage 2045 R | Owns companies we recommend for divestment | 33 | 33 | 65 | 41 | X | Target-Date 2045 |
| PAGUX | Putnam Retirement Advantage 2045 R4 | Owns companies we recommend for divestment | 33 | 33 | 65 | 41 | X | Target-Date 2045 |
| JNL/JPMorgan Managed Moderate Gr A | Owns companies we recommend for divestment | 33 | 27 | 44 | 36 | X | Moderate Allocation |
| PAGWX | Putnam Retirement Advantage 2045 R5 | Owns companies we recommend for divestment | 33 | 33 | 65 | 41 | X | Target-Date 2045 |
| PAFMX | Putnam Retirement Advantage 2045 R6 | Owns companies we recommend for divestment | 33 | 33 | 65 | 41 | X | Target-Date 2045 |
| PAFJX | Putnam Retirement Advantage 2045 Y | Owns companies we recommend for divestment | 33 | 33 | 65 | 41 | X | Target-Date 2045 |
| AVNM | Avantis All International Mkts Eq ETF | Owns companies we recommend for divestment | 34 | 9 | 78 | 11 | X | Foreign Large Blend |
| AVDNX | Avantis® International Equity G | Owns companies we recommend for divestment | 34 | 8 | 69 | 12 | X | Foreign Large Blend |
| AVDEX | Avantis® International Equity Instl | Owns companies we recommend for divestment | 34 | 8 | 69 | 12 | X | Foreign Large Blend |
| DFAC | Dimensional US Core Equity 2 ETF | Owns companies we recommend for divestment | 34 | 34 | 51 | 43 | X | Large Blend |
| DFAU | Dimensional US Core Equity Market ETF | Owns companies we recommend for divestment | 34 | 36 | 50 | 42 | X | Large Blend |
| DFUS | Dimensional US Equity Market ETF | Owns companies we recommend for divestment | 34 | 36 | 52 | 42 | X | Large Blend |
| GMFZX | GuideStone Funds MyDestination 2045 Inv | Owns companies we recommend for divestment | 34 | 28 | 66 | 36 | X | Target-Date 2045 |
| GMYYX | GuideStone Funds MyDestination 2045Instl | Owns companies we recommend for divestment | 34 | 28 | 66 | 36 | X | Target-Date 2045 |
| GMGZX | GuideStone Funds MyDestination 2055 Inv | Owns companies we recommend for divestment | 34 | 28 | 66 | 36 | X | Target-Date 2055 |
| JNL/JPMorgan Managed Moderate Gr I | Owns companies we recommend for divestment | 33 | 27 | 44 | 36 | X | Moderate Allocation |
| JNL/JPMorgan Managed Growth I | Owns companies we recommend for divestment | 33 | 27 | 44 | 36 | X | Moderately Aggressive Allocation |
| CPDIX | Columbia Capital Allocation Agrsv Inst3 | Owns companies we recommend for divestment | 31 | 27 | 56 | 32 | X | Moderately Aggressive Allocation |
| JNL/DFA US Core Equity A | Owns companies we recommend for divestment | 32 | 33 | 51 | 41 | X | Large Blend |
| CPARX | Columbia Capital Allocation Agrsv R | Owns companies we recommend for divestment | 31 | 27 | 56 | 32 | X | Moderately Aggressive Allocation |
| DFVQX | DFA International Vector Equity I | Owns companies we recommend for divestment | 31 | 9 | 69 | 13 | X | Foreign Small/Mid Value |
| LCAIX | Lazard Opportunistic Strategies Instl | Owns companies we recommend for divestment | 31 | 32 | 51 | 37 | X | Tactical Allocation |
| LCAOX | Lazard Opportunistic Strategies Open | Owns companies we recommend for divestment | 31 | 32 | 51 | 37 | X | Tactical Allocation |
| RAGIX | ALPS Asset Allocation Growth & Inc A | Owns companies we recommend for divestment | 32 | 29 | 66 | 37 | X | Moderate Allocation |
| RLGCX | ALPS Asset Allocation Growth & Inc C | Owns companies we recommend for divestment | 32 | 29 | 66 | 37 | X | Moderate Allocation |
| RLIIX | ALPS Asset Allocation Growth & Inc I | Owns companies we recommend for divestment | 32 | 29 | 66 | 37 | X | Moderate Allocation |
| RLGAX | ALPS Asset Allocation Growth & Inc Inv | Owns companies we recommend for divestment | 32 | 29 | 66 | 37 | X | Moderate Allocation |
| DFEOX | DFA US Core Equity 1 I | Owns companies we recommend for divestment | 32 | 31 | 52 | 40 | X | Large Blend |
| DFQTX | DFA US Core Equity 2 I | Owns companies we recommend for divestment | 32 | 32 | 50 | 40 | X | Large Blend |
| TLTD | FlexShares Mstar DevMks exUS FctTilt ETF | Owns companies we recommend for divestment | 32 | 10 | 62 | 11 | X | Foreign Large Value |
| TILT | FlexShares Mstar US Mkt Factors Tilt ETF | Owns companies we recommend for divestment | 32 | 35 | 46 | 43 | X | Large Blend |
| JNL/DFA US Core Equity I | Owns companies we recommend for divestment | 32 | 33 | 51 | 41 | X | Large Blend |
| JNL/JPMorgan Managed Growth A | Owns companies we recommend for divestment | 33 | 27 | 44 | 36 | X | Moderately Aggressive Allocation |
| FNDB | Schwab Fundamental U.S. Broad Market ETF | Owns companies we recommend for divestment | 32 | 34 | 46 | 42 | X | Large Value |
| SASDX | SEI Aggressive Strategy D (SAAT) | Owns companies we recommend for divestment | 32 | 29 | 63 | 33 | X | Global Allocation |
| SSGAX | SEI Aggressive Strategy F (SAAT) | Owns companies we recommend for divestment | 32 | 29 | 63 | 33 | X | Global Allocation |
| SEAIX | SEI Aggressive Strategy I (SAAT) | Owns companies we recommend for divestment | 32 | 29 | 63 | 33 | X | Global Allocation |
| AVDE | Avantis International Equity ETF | Owns companies we recommend for divestment | 33 | 9 | 66 | 11 | X | Foreign Large Blend |
| DCOR | Dimensional US Core Equity 1 ETF | Owns companies we recommend for divestment | 33 | 33 | 51 | 40 | X | Large Blend |
| WINDX | FT Wilshire 5000 Index Instl | Owns companies we recommend for divestment | 33 | 37 | 47 | 43 | X | Large Blend |
| WFIVX | FT Wilshire 5000 Index Invmt | Owns companies we recommend for divestment | 33 | 37 | 47 | 43 | X | Large Blend |
| GAGYX | GuideStone Funds Aggressive Allc Instl | Owns companies we recommend for divestment | 33 | 31 | 68 | 42 | X | Global Large-Stock Blend |
| GGBZX | GuideStone Funds Aggressive Allc Inv | Owns companies we recommend for divestment | 33 | 31 | 68 | 42 | X | Global Large-Stock Blend |
| JNL/JPMorgan Managed Agrsv Gr A | Owns companies we recommend for divestment | 33 | 27 | 44 | 36 | X | Aggressive Allocation |
| JNL/JPMorgan Managed Agrsv Gr I | Owns companies we recommend for divestment | 33 | 27 | 44 | 36 | X | Aggressive Allocation |
| REETX | American Funds 2030 Trgt Date Retire R5 | Owns companies we recommend for divestment | 30 | 27 | 52 | 33 | X | Target-Date 2030 |
| RCETX | American Funds 2030 Trgt Date Retire R3 | Owns companies we recommend for divestment | 30 | 27 | 52 | 33 | X | Target-Date 2030 |
| RAMTX | American Funds 2055 Trgt Date Retire R1 | Owns companies we recommend for divestment | 29 | 26 | 52 | 34 | X | Target-Date 2055 |
| RBAHX | American Funds 2070 Trgt Date Retire R2E | Owns companies we recommend for divestment | 29 | 26 | 52 | 34 | X | Target-Date 2065+ |
| RDLTX | American Funds 2065 Trgt Date Retire R4 | Owns companies we recommend for divestment | 29 | 26 | 52 | 34 | X | Target-Date 2065+ |
| REOTX | American Funds 2065 Trgt Date Retire R5 | Owns companies we recommend for divestment | 29 | 26 | 52 | 34 | X | Target-Date 2065+ |
| RHLTX | American Funds 2065 Trgt Date Retire R5E | Owns companies we recommend for divestment | 29 | 26 | 52 | 34 | X | Target-Date 2065+ |
| RFVTX | American Funds 2065 Trgt Date Retire R6 | Owns companies we recommend for divestment | 29 | 26 | 52 | 34 | X | Target-Date 2065+ |
| AAFJX | American Funds 2070 Trgt Date Retire A | Owns companies we recommend for divestment | 29 | 26 | 52 | 34 | X | Target-Date 2065+ |
| CCGDX | American Funds 2070 Trgt Date Retire C | Owns companies we recommend for divestment | 29 | 26 | 52 | 34 | X | Target-Date 2065+ |
| FATSX | American Funds 2070 Trgt Date Retire F1 | Owns companies we recommend for divestment | 29 | 26 | 52 | 34 | X | Target-Date 2065+ |
| FBAJX | American Funds 2070 Trgt Date Retire F2 | Owns companies we recommend for divestment | 29 | 26 | 52 | 34 | X | Target-Date 2065+ |
| FCBEX | American Funds 2070 Trgt Date Retire F3 | Owns companies we recommend for divestment | 29 | 26 | 52 | 34 | X | Target-Date 2065+ |
| RAADX | American Funds 2070 Trgt Date Retire R1 | Owns companies we recommend for divestment | 29 | 26 | 52 | 34 | X | Target-Date 2065+ |
| RAABX | American Funds 2070 Trgt Date Retire R2 | Owns companies we recommend for divestment | 29 | 26 | 52 | 34 | X | Target-Date 2065+ |
| RCADX | American Funds 2070 Trgt Date Retire R3 | Owns companies we recommend for divestment | 29 | 26 | 52 | 34 | X | Target-Date 2065+ |
| RBEOX | American Funds 2065 Trgt Date Retire R2E | Owns companies we recommend for divestment | 29 | 26 | 52 | 34 | X | Target-Date 2065+ |
| RCAEX | American Funds 2070 Trgt Date Retire R4 | Owns companies we recommend for divestment | 29 | 26 | 52 | 34 | X | Target-Date 2065+ |
| REAGX | American Funds 2070 Trgt Date Retire R5 | Owns companies we recommend for divestment | 29 | 26 | 52 | 34 | X | Target-Date 2065+ |
| RAAJX | American Funds 2070 Trgt Date Retire R5E | Owns companies we recommend for divestment | 29 | 26 | 52 | 34 | X | Target-Date 2065+ |
| RFBFX | American Funds 2070 Trgt Date Retire R6 | Owns companies we recommend for divestment | 29 | 26 | 52 | 34 | X | Target-Date 2065+ |
| FCCFX | American Funds College 2033 529-F-2 | Owns companies we recommend for divestment | 29 | 25 | 47 | 30 | X | Moderate Allocation |
| FTCFX | American Funds College 2033 529-F-3 | Owns companies we recommend for divestment | 29 | 25 | 47 | 30 | X | Moderate Allocation |
| CTLAX | American Funds College 2033 529A | Owns companies we recommend for divestment | 29 | 25 | 47 | 30 | X | Moderate Allocation |
| CTLCX | American Funds College 2033 529C | Owns companies we recommend for divestment | 29 | 25 | 47 | 30 | X | Moderate Allocation |
| CTLEX | American Funds College 2033 529E | Owns companies we recommend for divestment | 29 | 25 | 47 | 30 | X | Moderate Allocation |
| CTLFX | American Funds College 2033 529F1 | Owns companies we recommend for divestment | 29 | 25 | 47 | 30 | X | Moderate Allocation |
| IDEV | iShares Core MSCI Intl Dev Mkts ETF | Owns companies we recommend for divestment | 29 | 12 | 53 | 13 | X | Foreign Large Blend |
| JNL/Mellon US Stock Market Index A | Owns companies we recommend for divestment | 29 | 30 | 43 | 37 | X | Large Blend |
| RCPTX | American Funds 2065 Trgt Date Retire R3 | Owns companies we recommend for divestment | 29 | 26 | 52 | 34 | X | Target-Date 2065+ |
| RBOTX | American Funds 2065 Trgt Date Retire R2 | Owns companies we recommend for divestment | 29 | 26 | 52 | 34 | X | Target-Date 2065+ |
| MMTFX | MassMutual Select TRP Retirement 2025 I | Owns companies we recommend for divestment | 29 | 29 | 51 | 34 | X | Target-Date 2025 |
| FCKTX | American Funds 2060 Trgt Date Retire F3 | Owns companies we recommend for divestment | 29 | 26 | 52 | 34 | X | Target-Date 2060 |
| RBMTX | American Funds 2055 Trgt Date Retire R2 | Owns companies we recommend for divestment | 29 | 26 | 52 | 34 | X | Target-Date 2055 |
| RBEMX | American Funds 2055 Trgt Date Retire R2E | Owns companies we recommend for divestment | 29 | 26 | 52 | 34 | X | Target-Date 2055 |
| RCMTX | American Funds 2055 Trgt Date Retire R3 | Owns companies we recommend for divestment | 29 | 26 | 52 | 34 | X | Target-Date 2055 |
| RDJTX | American Funds 2055 Trgt Date Retire R4 | Owns companies we recommend for divestment | 29 | 26 | 52 | 34 | X | Target-Date 2055 |
| REKTX | American Funds 2055 Trgt Date Retire R5 | Owns companies we recommend for divestment | 29 | 26 | 52 | 34 | X | Target-Date 2055 |
| RHJTX | American Funds 2055 Trgt Date Retire R5E | Owns companies we recommend for divestment | 29 | 26 | 52 | 34 | X | Target-Date 2055 |
| RFKTX | American Funds 2055 Trgt Date Retire R6 | Owns companies we recommend for divestment | 29 | 26 | 52 | 34 | X | Target-Date 2055 |
| AANTX | American Funds 2060 Trgt Date Retire A | Owns companies we recommend for divestment | 29 | 26 | 52 | 34 | X | Target-Date 2060 |
| CCKTX | American Funds 2060 Trgt Date Retire C | Owns companies we recommend for divestment | 29 | 26 | 52 | 34 | X | Target-Date 2060 |
| FAWTX | American Funds 2060 Trgt Date Retire F1 | Owns companies we recommend for divestment | 29 | 26 | 52 | 34 | X | Target-Date 2060 |
| FBKTX | American Funds 2060 Trgt Date Retire F2 | Owns companies we recommend for divestment | 29 | 26 | 52 | 34 | X | Target-Date 2060 |
| RANTX | American Funds 2060 Trgt Date Retire R1 | Owns companies we recommend for divestment | 29 | 26 | 52 | 34 | X | Target-Date 2060 |
| RAQTX | American Funds 2065 Trgt Date Retire R1 | Owns companies we recommend for divestment | 29 | 26 | 52 | 34 | X | Target-Date 2065+ |
| RBNTX | American Funds 2060 Trgt Date Retire R2 | Owns companies we recommend for divestment | 29 | 26 | 52 | 34 | X | Target-Date 2060 |
| RBENX | American Funds 2060 Trgt Date Retire R2E | Owns companies we recommend for divestment | 29 | 26 | 52 | 34 | X | Target-Date 2060 |
| RCNTX | American Funds 2060 Trgt Date Retire R3 | Owns companies we recommend for divestment | 29 | 26 | 52 | 34 | X | Target-Date 2060 |
| RDKTX | American Funds 2060 Trgt Date Retire R4 | Owns companies we recommend for divestment | 29 | 26 | 52 | 34 | X | Target-Date 2060 |
| REMTX | American Funds 2060 Trgt Date Retire R5 | Owns companies we recommend for divestment | 29 | 26 | 52 | 34 | X | Target-Date 2060 |
| RHKTX | American Funds 2060 Trgt Date Retire R5E | Owns companies we recommend for divestment | 29 | 26 | 52 | 34 | X | Target-Date 2060 |
| RFUTX | American Funds 2060 Trgt Date Retire R6 | Owns companies we recommend for divestment | 29 | 26 | 52 | 34 | X | Target-Date 2060 |
| AAOTX | American Funds 2065 Trgt Date Retire A | Owns companies we recommend for divestment | 29 | 26 | 52 | 34 | X | Target-Date 2065+ |
| CCLTX | American Funds 2065 Trgt Date Retire C | Owns companies we recommend for divestment | 29 | 26 | 52 | 34 | X | Target-Date 2065+ |
| FAXTX | American Funds 2065 Trgt Date Retire F1 | Owns companies we recommend for divestment | 29 | 26 | 52 | 34 | X | Target-Date 2065+ |
| FBMTX | American Funds 2065 Trgt Date Retire F2 | Owns companies we recommend for divestment | 29 | 26 | 52 | 34 | X | Target-Date 2065+ |
| FCQTX | American Funds 2065 Trgt Date Retire F3 | Owns companies we recommend for divestment | 29 | 26 | 52 | 34 | X | Target-Date 2065+ |
| JNL/Mellon US Stock Market Index I | Owns companies we recommend for divestment | 29 | 30 | 43 | 37 | X | Large Blend |
| MMTIX | MassMutual Select TRP Retirement 2025 M3 | Owns companies we recommend for divestment | 29 | 29 | 51 | 34 | X | Target-Date 2025 |
| RBEEX | American Funds 2030 Trgt Date Retire R2E | Owns companies we recommend for divestment | 30 | 27 | 52 | 33 | X | Target-Date 2030 |
| TRXRX | T. Rowe Price Target 2040 I | Owns companies we recommend for divestment | 29 | 29 | 51 | 35 | X | Target-Date 2040 |
| RRTDX | T. Rowe Price Retirement 2040 R | Owns companies we recommend for divestment | 29 | 29 | 51 | 35 | X | Target-Date 2040 |
| TRATX | T. Rowe Price Retirement Income 2025 I | Owns companies we recommend for divestment | 29 | 29 | 51 | 35 | X | Target-Date 2025 |
| TRAVX | T. Rowe Price Retirement Income 2025 Inv | Owns companies we recommend for divestment | 29 | 29 | 51 | 35 | X | Target-Date 2025 |
| TRRWX | T. Rowe Price Target 2030 | Owns companies we recommend for divestment | 29 | 29 | 51 | 35 | X | Target-Date 2030 |
| PAKRX | T. Rowe Price Target 2030 Advisor | Owns companies we recommend for divestment | 29 | 29 | 51 | 35 | X | Target-Date 2030 |
| TWRRX | T. Rowe Price Target 2030 I | Owns companies we recommend for divestment | 29 | 29 | 51 | 35 | X | Target-Date 2030 |
| RPGRX | T. Rowe Price Target 2035 | Owns companies we recommend for divestment | 29 | 29 | 51 | 35 | X | Target-Date 2035 |
| PATVX | T. Rowe Price Target 2035 Advisor | Owns companies we recommend for divestment | 29 | 29 | 51 | 35 | X | Target-Date 2035 |
| TPGPX | T. Rowe Price Target 2035 I | Owns companies we recommend for divestment | 29 | 29 | 51 | 35 | X | Target-Date 2035 |
| TRHRX | T. Rowe Price Target 2040 | Owns companies we recommend for divestment | 29 | 29 | 51 | 35 | X | Target-Date 2040 |
| PAHHX | T. Rowe Price Target 2040 Advisor | Owns companies we recommend for divestment | 29 | 29 | 51 | 35 | X | Target-Date 2040 |
| RPTFX | T. Rowe Price Target 2045 | Owns companies we recommend for divestment | 29 | 29 | 51 | 35 | X | Target-Date 2045 |
| PARDX | T. Rowe Price Retirement 2040 Advisor | Owns companies we recommend for divestment | 29 | 29 | 51 | 35 | X | Target-Date 2040 |
| PAFFX | T. Rowe Price Target 2045 Advisor | Owns companies we recommend for divestment | 29 | 29 | 51 | 35 | X | Target-Date 2045 |
| TRFWX | T. Rowe Price Target 2045 I | Owns companies we recommend for divestment | 29 | 29 | 51 | 35 | X | Target-Date 2045 |
| TRFOX | T. Rowe Price Target 2050 | Owns companies we recommend for divestment | 29 | 29 | 51 | 35 | X | Target-Date 2050 |
| PAOFX | T. Rowe Price Target 2050 Advisor | Owns companies we recommend for divestment | 29 | 29 | 51 | 35 | X | Target-Date 2050 |
| TOORX | T. Rowe Price Target 2050 I | Owns companies we recommend for divestment | 29 | 29 | 51 | 35 | X | Target-Date 2050 |
| AAETX | American Funds 2030 Trgt Date Retire A | Owns companies we recommend for divestment | 30 | 27 | 52 | 33 | X | Target-Date 2030 |
| CCETX | American Funds 2030 Trgt Date Retire C | Owns companies we recommend for divestment | 30 | 27 | 52 | 33 | X | Target-Date 2030 |
| FAETX | American Funds 2030 Trgt Date Retire F1 | Owns companies we recommend for divestment | 30 | 27 | 52 | 33 | X | Target-Date 2030 |
| FBETX | American Funds 2030 Trgt Date Retire F2 | Owns companies we recommend for divestment | 30 | 27 | 52 | 33 | X | Target-Date 2030 |
| FCETX | American Funds 2030 Trgt Date Retire F3 | Owns companies we recommend for divestment | 30 | 27 | 52 | 33 | X | Target-Date 2030 |
| RAETX | American Funds 2030 Trgt Date Retire R1 | Owns companies we recommend for divestment | 30 | 27 | 52 | 33 | X | Target-Date 2030 |
| RBETX | American Funds 2030 Trgt Date Retire R2 | Owns companies we recommend for divestment | 30 | 27 | 52 | 33 | X | Target-Date 2030 |
| TRHDX | T. Rowe Price Retirement 2040 I | Owns companies we recommend for divestment | 29 | 29 | 51 | 35 | X | Target-Date 2040 |
| TRRDX | T. Rowe Price Retirement 2040 | Owns companies we recommend for divestment | 29 | 29 | 51 | 35 | X | Target-Date 2040 |
| MMTHX | MassMutual Select TRP Retirement 2025 M4 | Owns companies we recommend for divestment | 29 | 29 | 51 | 34 | X | Target-Date 2025 |
| MMFPX | MassMutual Select TRP Retirement 2040 M5 | Owns companies we recommend for divestment | 29 | 29 | 51 | 34 | X | Target-Date 2040 |
| MMTGX | MassMutual Select TRP Retirement 2025 M5 | Owns companies we recommend for divestment | 29 | 29 | 51 | 34 | X | Target-Date 2025 |
| MMTRX | MassMutual Select TRP Retirement 2030 I | Owns companies we recommend for divestment | 29 | 29 | 51 | 34 | X | Target-Date 2030 |
| MMTQX | MassMutual Select TRP Retirement 2030 M3 | Owns companies we recommend for divestment | 29 | 29 | 51 | 34 | X | Target-Date 2030 |
| MMTPX | MassMutual Select TRP Retirement 2030 M4 | Owns companies we recommend for divestment | 29 | 29 | 51 | 34 | X | Target-Date 2030 |
| MMTOX | MassMutual Select TRP Retirement 2030 M5 | Owns companies we recommend for divestment | 29 | 29 | 51 | 34 | X | Target-Date 2030 |
| MMTJX | MassMutual Select TRP Retirement 2035 I | Owns companies we recommend for divestment | 29 | 29 | 51 | 34 | X | Target-Date 2035 |
| MMTMX | MassMutual Select TRP Retirement 2035 M3 | Owns companies we recommend for divestment | 29 | 29 | 51 | 34 | X | Target-Date 2035 |
| MMTLX | MassMutual Select TRP Retirement 2035 M4 | Owns companies we recommend for divestment | 29 | 29 | 51 | 34 | X | Target-Date 2035 |
| MMTKX | MassMutual Select TRP Retirement 2035 M5 | Owns companies we recommend for divestment | 29 | 29 | 51 | 34 | X | Target-Date 2035 |
| MMFOX | MassMutual Select TRP Retirement 2040 I | Owns companies we recommend for divestment | 29 | 29 | 51 | 34 | X | Target-Date 2040 |
| MMFRX | MassMutual Select TRP Retirement 2040 M3 | Owns companies we recommend for divestment | 29 | 29 | 51 | 34 | X | Target-Date 2040 |
| MMFQX | MassMutual Select TRP Retirement 2040 M4 | Owns companies we recommend for divestment | 29 | 29 | 51 | 34 | X | Target-Date 2040 |
| SPTM | SPDR® Port S&P 1500 Comps Stk Mkt ETF | Owns companies we recommend for divestment | 29 | 33 | 47 | 39 | X | Large Blend |
| RRTPX | T. Rowe Price Retirement 2035 R | Owns companies we recommend for divestment | 29 | 29 | 51 | 35 | X | Target-Date 2035 |
| MMTM | SPDR® S&P 1500 Momentum Tilt ETF | Owns companies we recommend for divestment | 29 | 33 | 47 | 39 | X | Large Blend |
| TRRHX | T. Rowe Price Retirement 2025 | Owns companies we recommend for divestment | 29 | 29 | 51 | 35 | X | Target-Date 2025 |
| PARJX | T. Rowe Price Retirement 2025 Advisor | Owns companies we recommend for divestment | 29 | 29 | 51 | 35 | X | Target-Date 2025 |
| TREHX | T. Rowe Price Retirement 2025 I | Owns companies we recommend for divestment | 29 | 29 | 51 | 35 | X | Target-Date 2025 |
| RRTNX | T. Rowe Price Retirement 2025 R | Owns companies we recommend for divestment | 29 | 29 | 51 | 35 | X | Target-Date 2025 |
| TRRCX | T. Rowe Price Retirement 2030 | Owns companies we recommend for divestment | 29 | 29 | 51 | 35 | X | Target-Date 2030 |
| PARCX | T. Rowe Price Retirement 2030 Advisor | Owns companies we recommend for divestment | 29 | 29 | 51 | 35 | X | Target-Date 2030 |
| TRFHX | T. Rowe Price Retirement 2030 I | Owns companies we recommend for divestment | 29 | 29 | 51 | 35 | X | Target-Date 2030 |
| RRTCX | T. Rowe Price Retirement 2030 R | Owns companies we recommend for divestment | 29 | 29 | 51 | 35 | X | Target-Date 2030 |
| TRRJX | T. Rowe Price Retirement 2035 | Owns companies we recommend for divestment | 29 | 29 | 51 | 35 | X | Target-Date 2035 |
| PARKX | T. Rowe Price Retirement 2035 Advisor | Owns companies we recommend for divestment | 29 | 29 | 51 | 35 | X | Target-Date 2035 |
| TRFJX | T. Rowe Price Retirement 2035 I | Owns companies we recommend for divestment | 29 | 29 | 51 | 35 | X | Target-Date 2035 |
| NWMAX | Nationwide Destination 2040 A | Owns companies we recommend for divestment | 49 | 44 | 91 | 54 | X | Target-Date 2040 |
| NWMDX | Nationwide Destination 2040 R | Owns companies we recommend for divestment | 49 | 44 | 91 | 54 | X | Target-Date 2040 |
| RBABX | American Funds Moderate Gr & Inc R-2 | Owns companies we recommend for divestment | 26 | 21 | 48 | 30 | X | Moderate Allocation |
| VRRIX | Voya Target Retirement 2030 R | Owns companies we recommend for divestment | 69 | 45 | 134 | 52 | X | Target-Date 2030 |
| FFBUX | Fidelity Freedom Blnd 2045 Premier | Owns companies we recommend for divestment | 69 | 41 | 118 | 50 | X | Target-Date 2045 |
| FFBWX | Fidelity Freedom Blnd 2050 Premier | Owns companies we recommend for divestment | 69 | 41 | 118 | 50 | X | Target-Date 2050 |
| FFBZX | Fidelity Freedom Blnd 2055 Premier | Owns companies we recommend for divestment | 69 | 41 | 118 | 50 | X | Target-Date 2055 |
| FFCBX | Fidelity Freedom Blnd 2060 Premier | Owns companies we recommend for divestment | 69 | 41 | 118 | 50 | X | Target-Date 2060 |
| FFCHX | Fidelity Freedom Blnd 2065 Premier | Owns companies we recommend for divestment | 69 | 41 | 118 | 50 | X | Target-Date 2065+ |
| JNL Growth ETF Allocation A | Owns companies we recommend for divestment | 69 | 43 | 129 | 53 | X | Moderately Aggressive Allocation |
| JNL Growth ETF Allocation I | Owns companies we recommend for divestment | 69 | 43 | 129 | 53 | X | Moderately Aggressive Allocation |
| JNL Moderate Growth ETF Allocation A | Owns companies we recommend for divestment | 69 | 43 | 129 | 53 | X | Moderate Allocation |
| JNL Moderate Growth ETF Allocation I | Owns companies we recommend for divestment | 69 | 43 | 129 | 53 | X | Moderate Allocation |
| VTREX | Voya Target Retirement 2030 A | Owns companies we recommend for divestment | 69 | 45 | 134 | 52 | X | Target-Date 2030 |
| IRSMX | Voya Target Retirement 2030 I | Owns companies we recommend for divestment | 69 | 45 | 134 | 52 | X | Target-Date 2030 |
| VTRFX | Voya Target Retirement 2030 R6 | Owns companies we recommend for divestment | 69 | 45 | 134 | 52 | X | Target-Date 2030 |
| FFBRX | Fidelity Freedom Blnd 2035 Premier | Owns companies we recommend for divestment | 69 | 41 | 118 | 50 | X | Target-Date 2035 |
| VTRGX | Voya Target Retirement 2035 A | Owns companies we recommend for divestment | 69 | 45 | 134 | 52 | X | Target-Date 2035 |
| IRSNX | Voya Target Retirement 2035 I | Owns companies we recommend for divestment | 69 | 45 | 134 | 52 | X | Target-Date 2035 |
| VRRJX | Voya Target Retirement 2035 R | Owns companies we recommend for divestment | 69 | 45 | 134 | 52 | X | Target-Date 2035 |
| VTRHX | Voya Target Retirement 2035 R6 | Owns companies we recommend for divestment | 69 | 45 | 134 | 52 | X | Target-Date 2035 |
| VTRJX | Voya Target Retirement 2040 A | Owns companies we recommend for divestment | 69 | 45 | 134 | 52 | X | Target-Date 2040 |
| IRSOX | Voya Target Retirement 2040 I | Owns companies we recommend for divestment | 69 | 45 | 134 | 52 | X | Target-Date 2040 |
| VRRKX | Voya Target Retirement 2040 R | Owns companies we recommend for divestment | 69 | 45 | 134 | 52 | X | Target-Date 2040 |
| VTRKX | Voya Target Retirement 2040 R6 | Owns companies we recommend for divestment | 69 | 45 | 134 | 52 | X | Target-Date 2040 |
| VTRMX | Voya Target Retirement 2045 A | Owns companies we recommend for divestment | 69 | 45 | 134 | 52 | X | Target-Date 2045 |
| IRSPX | Voya Target Retirement 2045 I | Owns companies we recommend for divestment | 69 | 45 | 134 | 52 | X | Target-Date 2045 |
| VRRLX | Voya Target Retirement 2045 R | Owns companies we recommend for divestment | 69 | 45 | 134 | 52 | X | Target-Date 2045 |
| VTRNX | Voya Target Retirement 2045 R6 | Owns companies we recommend for divestment | 69 | 45 | 134 | 52 | X | Target-Date 2045 |
| FFBTX | Fidelity Freedom Blnd 2040 Premier | Owns companies we recommend for divestment | 69 | 41 | 118 | 50 | X | Target-Date 2040 |
| FFBPX | Fidelity Freedom Blnd 2030 Premier | Owns companies we recommend for divestment | 69 | 41 | 118 | 50 | X | Target-Date 2030 |
| IRSQX | Voya Target Retirement 2050 I | Owns companies we recommend for divestment | 69 | 45 | 134 | 52 | X | Target-Date 2050 |
| FHANX | Fidelity Freedom Blend 2060 | Owns companies we recommend for divestment | 69 | 41 | 118 | 50 | X | Target-Date 2060 |
| FHYDX | Fidelity Freedom Blend 2040 K | Owns companies we recommend for divestment | 69 | 41 | 118 | 50 | X | Target-Date 2040 |
| FHHDX | Fidelity Freedom Blend 2040 K6 | Owns companies we recommend for divestment | 69 | 41 | 118 | 50 | X | Target-Date 2040 |
| FHAQX | Fidelity Freedom Blend 2045 | Owns companies we recommend for divestment | 69 | 41 | 118 | 50 | X | Target-Date 2045 |
| FHXDX | Fidelity Freedom Blend 2045 K | Owns companies we recommend for divestment | 69 | 41 | 118 | 50 | X | Target-Date 2045 |
| FHFDX | Fidelity Freedom Blend 2045 K6 | Owns companies we recommend for divestment | 69 | 41 | 118 | 50 | X | Target-Date 2045 |
| FHAPX | Fidelity Freedom Blend 2050 | Owns companies we recommend for divestment | 69 | 41 | 118 | 50 | X | Target-Date 2050 |
| FHWDX | Fidelity Freedom Blend 2050 K | Owns companies we recommend for divestment | 69 | 41 | 118 | 50 | X | Target-Date 2050 |
| FHEDX | Fidelity Freedom Blend 2050 K6 | Owns companies we recommend for divestment | 69 | 41 | 118 | 50 | X | Target-Date 2050 |
| FHAOX | Fidelity Freedom Blend 2055 | Owns companies we recommend for divestment | 69 | 41 | 118 | 50 | X | Target-Date 2055 |
| FHVDX | Fidelity Freedom Blend 2055 K | Owns companies we recommend for divestment | 69 | 41 | 118 | 50 | X | Target-Date 2055 |
| FHDDX | Fidelity Freedom Blend 2055 K6 | Owns companies we recommend for divestment | 69 | 41 | 118 | 50 | X | Target-Date 2055 |
| FHTDX | Fidelity Freedom Blend 2060 K | Owns companies we recommend for divestment | 69 | 41 | 118 | 50 | X | Target-Date 2060 |
| FRCNX | Fidelity Freedom Blend 2070 Z | Owns companies we recommend for divestment | 69 | 41 | 118 | 50 | X | Target-Date 2065+ |
| FHCDX | Fidelity Freedom Blend 2060 K6 | Owns companies we recommend for divestment | 69 | 41 | 118 | 50 | X | Target-Date 2060 |
| FFBSX | Fidelity Freedom Blend 2065 | Owns companies we recommend for divestment | 69 | 41 | 118 | 50 | X | Target-Date 2065+ |
| FFBKX | Fidelity Freedom Blend 2065 K | Owns companies we recommend for divestment | 69 | 41 | 118 | 50 | X | Target-Date 2065+ |
| FFBQX | Fidelity Freedom Blend 2065 K6 | Owns companies we recommend for divestment | 69 | 41 | 118 | 50 | X | Target-Date 2065+ |
| FRBYX | Fidelity Freedom Blend 2070 | Owns companies we recommend for divestment | 69 | 41 | 118 | 50 | X | Target-Date 2065+ |
| FRCHX | Fidelity Freedom Blend 2070 A | Owns companies we recommend for divestment | 69 | 41 | 118 | 50 | X | Target-Date 2065+ |
| FRCKX | Fidelity Freedom Blend 2070 C | Owns companies we recommend for divestment | 69 | 41 | 118 | 50 | X | Target-Date 2065+ |
| FRCLX | Fidelity Freedom Blend 2070 I | Owns companies we recommend for divestment | 69 | 41 | 118 | 50 | X | Target-Date 2065+ |
| FRBZX | Fidelity Freedom Blend 2070 K | Owns companies we recommend for divestment | 69 | 41 | 118 | 50 | X | Target-Date 2065+ |
| FRCFX | Fidelity Freedom Blend 2070 K6 | Owns companies we recommend for divestment | 69 | 41 | 118 | 50 | X | Target-Date 2065+ |
| FRCJX | Fidelity Freedom Blend 2070 M | Owns companies we recommend for divestment | 69 | 41 | 118 | 50 | X | Target-Date 2065+ |
| FRCPX | Fidelity Freedom Blend 2070 Premier | Owns companies we recommend for divestment | 69 | 41 | 118 | 50 | X | Target-Date 2065+ |
| VTROX | Voya Target Retirement 2050 A | Owns companies we recommend for divestment | 69 | 45 | 134 | 52 | X | Target-Date 2050 |
| VRRMX | Voya Target Retirement 2050 R | Owns companies we recommend for divestment | 69 | 45 | 134 | 52 | X | Target-Date 2050 |
| FHJDX | Fidelity Freedom Blend 2035 K6 | Owns companies we recommend for divestment | 69 | 41 | 118 | 50 | X | Target-Date 2035 |
| PPQZX | PIMCO RealPath Blend 2050 Institutional | Owns companies we recommend for divestment | 72 | 46 | 133 | 54 | X | Target-Date 2050 |
| MWFIX | NYLI Equity ETF Allocation Class I | Owns companies we recommend for divestment | 72 | 48 | 132 | 55 | X | Aggressive Allocation |
| MWFQX | NYLI Equity ETF Allocation Class R3 | Owns companies we recommend for divestment | 72 | 48 | 132 | 55 | X | Aggressive Allocation |
| MWFVX | NYLI Equity ETF Allocation SIMPLE Class | Owns companies we recommend for divestment | 72 | 48 | 132 | 55 | X | Aggressive Allocation |
| MOEAX | NYLI Growth ETF Allocation Class A | Owns companies we recommend for divestment | 72 | 48 | 132 | 55 | X | Moderately Aggressive Allocation |
| MOECX | NYLI Growth ETF Allocation Class C | Owns companies we recommend for divestment | 72 | 48 | 132 | 55 | X | Moderately Aggressive Allocation |
| MOEIX | NYLI Growth ETF Allocation Class I | Owns companies we recommend for divestment | 72 | 48 | 132 | 55 | X | Moderately Aggressive Allocation |
| MOERX | NYLI Growth ETF Allocation Class R3 | Owns companies we recommend for divestment | 72 | 48 | 132 | 55 | X | Moderately Aggressive Allocation |
| MOEVX | NYLI Growth ETF Allocation SIMPLE Class | Owns companies we recommend for divestment | 72 | 48 | 132 | 55 | X | Moderately Aggressive Allocation |
| PVQAX | PIMCO RealPath Blend 2045 A | Owns companies we recommend for divestment | 72 | 46 | 133 | 54 | X | Target-Date 2045 |
| PVQNX | PIMCO RealPath Blend 2045 Institutional | Owns companies we recommend for divestment | 72 | 46 | 133 | 54 | X | Target-Date 2045 |
| PPQAX | PIMCO RealPath Blend 2050 A | Owns companies we recommend for divestment | 72 | 46 | 133 | 54 | X | Target-Date 2050 |
| PRQAX | PIMCO RealPath Blend 2055 A | Owns companies we recommend for divestment | 72 | 46 | 133 | 54 | X | Target-Date 2055 |
| MWFAX | NYLI Equity ETF Allocation Class A | Owns companies we recommend for divestment | 72 | 48 | 132 | 55 | X | Aggressive Allocation |
| PRQZX | PIMCO RealPath Blend 2055 Institutional | Owns companies we recommend for divestment | 72 | 46 | 133 | 54 | X | Target-Date 2055 |
| PRBAX | PIMCO RealPath Blend 2060 A | Owns companies we recommend for divestment | 72 | 46 | 133 | 54 | X | Target-Date 2060 |
| PRBMX | PIMCO RealPath Blend 2060 Institutional | Owns companies we recommend for divestment | 72 | 46 | 133 | 54 | X | Target-Date 2060 |
| PBLLX | PIMCO Realpath Blend 2065 A | Owns companies we recommend for divestment | 72 | 46 | 133 | 54 | X | Target-Date 2065+ |
| PBLIX | PIMCO Realpath Blend 2065 Institutional | Owns companies we recommend for divestment | 72 | 46 | 133 | 54 | X | Target-Date 2065+ |
| URTRX | Victory Target Retirement 2030 | Owns companies we recommend for divestment | 73 | 50 | 130 | 55 | X | Target-Date 2030 |
| URFRX | Victory Target Retirement 2040 | Owns companies we recommend for divestment | 73 | 50 | 130 | 55 | X | Target-Date 2040 |
| URFFX | Victory Target Retirement 2050 | Owns companies we recommend for divestment | 73 | 50 | 130 | 54 | X | Target-Date 2050 |
| URSIX | Victory Target Retirement 2060 | Owns companies we recommend for divestment | 73 | 47 | 130 | 53 | X | Target-Date 2060 |
| ACVAX | American Century Strat Allc: Agrsv A | Owns companies we recommend for divestment | 74 | 47 | 140 | 54 | X | Moderately Aggressive Allocation |
| ASTAX | American Century Strat Allc: Agrsv C | Owns companies we recommend for divestment | 74 | 47 | 140 | 54 | X | Moderately Aggressive Allocation |
| AAAIX | American Century Strat Allc: Agrsv I | Owns companies we recommend for divestment | 74 | 47 | 140 | 54 | X | Moderately Aggressive Allocation |
| MWFCX | NYLI Equity ETF Allocation Class C | Owns companies we recommend for divestment | 72 | 48 | 132 | 55 | X | Aggressive Allocation |
| VTWIX | Vanguard Total World Stock Index I | Owns companies we recommend for divestment | 71 | 46 | 135 | 55 | X | Global Large-Stock Blend |
| VTRPX | Voya Target Retirement 2050 R6 | Owns companies we recommend for divestment | 69 | 45 | 134 | 52 | X | Target-Date 2050 |
| DGSIX | DFA Global Allocation 60/40 I | Owns companies we recommend for divestment | 70 | 43 | 149 | 55 | X | Moderate Allocation |
| VTRQX | Voya Target Retirement 2055 A | Owns companies we recommend for divestment | 69 | 45 | 134 | 52 | X | Target-Date 2055 |
| IRSVX | Voya Target Retirement 2055 I | Owns companies we recommend for divestment | 69 | 45 | 134 | 52 | X | Target-Date 2055 |
| VRRNX | Voya Target Retirement 2055 R | Owns companies we recommend for divestment | 69 | 45 | 134 | 52 | X | Target-Date 2055 |
| VTRRX | Voya Target Retirement 2055 R6 | Owns companies we recommend for divestment | 69 | 45 | 134 | 52 | X | Target-Date 2055 |
| VTRSX | Voya Target Retirement 2060 A | Owns companies we recommend for divestment | 69 | 45 | 134 | 52 | X | Target-Date 2060 |
| VRSAX | Voya Target Retirement 2060 I | Owns companies we recommend for divestment | 69 | 45 | 134 | 52 | X | Target-Date 2060 |
| VRROX | Voya Target Retirement 2060 R | Owns companies we recommend for divestment | 69 | 45 | 134 | 52 | X | Target-Date 2060 |
| VTRUX | Voya Target Retirement 2060 R6 | Owns companies we recommend for divestment | 69 | 45 | 134 | 52 | X | Target-Date 2060 |
| VTAUX | Voya Target Retirement 2065 A | Owns companies we recommend for divestment | 69 | 45 | 134 | 52 | X | Target-Date 2065+ |
| VTIUX | Voya Target Retirement 2065 I | Owns companies we recommend for divestment | 69 | 45 | 134 | 52 | X | Target-Date 2065+ |
| VTURX | Voya Target Retirement 2065 R | Owns companies we recommend for divestment | 69 | 45 | 134 | 52 | X | Target-Date 2065+ |
| VTUFX | Voya Target Retirement 2065 R6 | Owns companies we recommend for divestment | 69 | 45 | 134 | 52 | X | Target-Date 2065+ |
| DGEIX | DFA Global Equity I | Owns companies we recommend for divestment | 70 | 43 | 149 | 55 | X | Global Large-Stock Blend |
| VTWAX | Vanguard Total World Stock Index Admiral | Owns companies we recommend for divestment | 71 | 46 | 135 | 55 | X | Global Large-Stock Blend |
| DSHGX | DFA Selectively Hedged Glbl Eq I | Owns companies we recommend for divestment | 70 | 43 | 147 | 55 | X | Global Large-Stock Blend |
| DREIX | DFA World Core Equity Institutional | Owns companies we recommend for divestment | 70 | 42 | 149 | 55 | X | Global Large-Stock Blend |
| DRIHX | Dimensional 2040 Target Dt Rtr Inc Instl | Owns companies we recommend for divestment | 70 | 43 | 149 | 55 | X | Target-Date 2040 |
| DRIIX | Dimensional 2045 Target Dt Rtr Inc Instl | Owns companies we recommend for divestment | 70 | 43 | 149 | 55 | X | Target-Date 2045 |
| DRIJX | Dimensional 2050 Target Dt Rtr Inc Instl | Owns companies we recommend for divestment | 70 | 43 | 149 | 55 | X | Target-Date 2050 |
| DRIKX | Dimensional 2055 Target Dt Rtr Inc Instl | Owns companies we recommend for divestment | 70 | 43 | 149 | 55 | X | Target-Date 2055 |
| DRILX | Dimensional 2060 Target Dt Rtr Inc Instl | Owns companies we recommend for divestment | 70 | 43 | 149 | 55 | X | Target-Date 2060 |
| DTDRX | Dimensional 2065 Target Dt Rtr Inc Instl | Owns companies we recommend for divestment | 70 | 43 | 149 | 55 | X | Target-Date 2065+ |
| SWEGX | Schwab MarketTrack All Equity | Owns companies we recommend for divestment | 70 | 48 | 125 | 55 | X | Aggressive Allocation |
| SWBGX | Schwab MarketTrack Balanced | Owns companies we recommend for divestment | 70 | 48 | 125 | 55 | X | Moderate Allocation |
| SWHGX | Schwab MarketTrack Growth | Owns companies we recommend for divestment | 70 | 48 | 125 | 55 | X | Moderately Aggressive Allocation |
| VT | Vanguard Total World Stock ETF | Owns companies we recommend for divestment | 71 | 46 | 135 | 55 | X | Global Large-Stock Blend |
| FHARX | Fidelity Freedom Blend 2040 | Owns companies we recommend for divestment | 69 | 41 | 118 | 50 | X | Target-Date 2040 |
| FHZDX | Fidelity Freedom Blend 2035 K | Owns companies we recommend for divestment | 69 | 41 | 118 | 50 | X | Target-Date 2035 |
| AAARX | American Century Strat Allc: Agrsv R | Owns companies we recommend for divestment | 74 | 47 | 140 | 54 | X | Moderately Aggressive Allocation |
| AAEFX | American Century One Chc Blnd+ 2060 Inv | Owns companies we recommend for divestment | 68 | 43 | 132 | 48 | X | Target-Date 2060 |
| AADOX | American Century One Chc Blnd+ 2050 I | Owns companies we recommend for divestment | 68 | 43 | 132 | 48 | X | Target-Date 2050 |
| AADNX | American Century One Chc Blnd+ 2050 Inv | Owns companies we recommend for divestment | 68 | 43 | 132 | 48 | X | Target-Date 2050 |
| AADQX | American Century One Chc Blnd+ 2050 R | Owns companies we recommend for divestment | 68 | 43 | 132 | 48 | X | Target-Date 2050 |
| AADUX | American Century One Chc Blnd+ 2050 R6 | Owns companies we recommend for divestment | 68 | 43 | 132 | 48 | X | Target-Date 2050 |
| AADZX | American Century One Chc Blnd+ 2055 A | Owns companies we recommend for divestment | 68 | 43 | 132 | 48 | X | Target-Date 2055 |
| AADWX | American Century One Chc Blnd+ 2055 I | Owns companies we recommend for divestment | 68 | 43 | 132 | 48 | X | Target-Date 2055 |
| AADVX | American Century One Chc Blnd+ 2055 Inv | Owns companies we recommend for divestment | 68 | 43 | 132 | 48 | X | Target-Date 2055 |
| AAEDX | American Century One Chc Blnd+ 2055 R | Owns companies we recommend for divestment | 68 | 43 | 132 | 48 | X | Target-Date 2055 |
| AAEEX | American Century One Chc Blnd+ 2055 R6 | Owns companies we recommend for divestment | 68 | 43 | 132 | 48 | X | Target-Date 2055 |
| AAEHX | American Century One Chc Blnd+ 2060 A | Owns companies we recommend for divestment | 68 | 43 | 132 | 48 | X | Target-Date 2060 |
| AAEGX | American Century One Chc Blnd+ 2060 I | Owns companies we recommend for divestment | 68 | 43 | 132 | 48 | X | Target-Date 2060 |
| AAEIX | American Century One Chc Blnd+ 2060 R | Owns companies we recommend for divestment | 68 | 43 | 132 | 48 | X | Target-Date 2060 |
| AADMX | American Century One Chc Blnd+ 2045 R6 | Owns companies we recommend for divestment | 68 | 44 | 135 | 51 | X | Target-Date 2045 |
| AAEJX | American Century One Chc Blnd+ 2060 R6 | Owns companies we recommend for divestment | 68 | 43 | 132 | 48 | X | Target-Date 2060 |
| AAEOX | American Century One Chc Blnd+ 2065 A | Owns companies we recommend for divestment | 68 | 43 | 132 | 48 | X | Target-Date 2065+ |
| AAELX | American Century One Chc Blnd+ 2065 I | Owns companies we recommend for divestment | 68 | 43 | 132 | 48 | X | Target-Date 2065+ |
| AAEKX | American Century One Chc Blnd+ 2065 Inv | Owns companies we recommend for divestment | 68 | 43 | 132 | 48 | X | Target-Date 2065+ |
| AAEUX | American Century One Chc Blnd+ 2065 R | Owns companies we recommend for divestment | 68 | 43 | 132 | 48 | X | Target-Date 2065+ |
| AAEVX | American Century One Chc Blnd+ 2065 R6 | Owns companies we recommend for divestment | 68 | 43 | 132 | 48 | X | Target-Date 2065+ |
| MDAAX | NYLI Moderate ETF Allocation Class A | Owns companies we recommend for divestment | 68 | 44 | 129 | 52 | X | Moderate Allocation |
| MDAKX | NYLI Moderate ETF Allocation Class C | Owns companies we recommend for divestment | 68 | 44 | 129 | 52 | X | Moderate Allocation |
| MDAIX | NYLI Moderate ETF Allocation Class I | Owns companies we recommend for divestment | 68 | 44 | 129 | 52 | X | Moderate Allocation |
| MDARX | NYLI Moderate ETF Allocation Class R3 | Owns companies we recommend for divestment | 68 | 44 | 129 | 52 | X | Moderate Allocation |
| MDAVX | NYLI Moderate ETF Allocation SIMPLE Cl | Owns companies we recommend for divestment | 68 | 44 | 129 | 52 | X | Moderate Allocation |
| UCEQX | Victory Cornerstone Equity | Owns companies we recommend for divestment | 68 | 41 | 124 | 46 | X | Global Large-Stock Blend |
| AADPX | American Century One Chc Blnd+ 2050 A | Owns companies we recommend for divestment | 68 | 43 | 132 | 48 | X | Target-Date 2050 |
| AADLX | American Century One Chc Blnd+ 2045 R | Owns companies we recommend for divestment | 68 | 44 | 135 | 51 | X | Target-Date 2045 |
| WEADX | Allspring Spectrum Aggressive Gr Adm | Owns companies we recommend for divestment | 69 | 40 | 127 | 44 | X | Aggressive Allocation |
| FRBKX | Fidelity Advisor Freedom 2070 M | Owns companies we recommend for divestment | 67 | 47 | 107 | 52 | X | Target-Date 2065+ |
| FIJTX | Fidelity Advisor Freedom 2060 Z | Owns companies we recommend for divestment | 67 | 47 | 107 | 52 | X | Target-Date 2060 |
| FDFZX | Fidelity Advisor Freedom 2065 A | Owns companies we recommend for divestment | 67 | 47 | 107 | 52 | X | Target-Date 2065+ |
| FDFYX | Fidelity Advisor Freedom 2065 C | Owns companies we recommend for divestment | 67 | 47 | 107 | 52 | X | Target-Date 2065+ |
| FDFSX | Fidelity Advisor Freedom 2065 I | Owns companies we recommend for divestment | 67 | 47 | 107 | 52 | X | Target-Date 2065+ |
| FDFRX | Fidelity Advisor Freedom 2065 K6 | Owns companies we recommend for divestment | 67 | 47 | 107 | 52 | X | Target-Date 2065+ |
| FDFVX | Fidelity Advisor Freedom 2065 M | Owns companies we recommend for divestment | 67 | 47 | 107 | 52 | X | Target-Date 2065+ |
| FDFQX | Fidelity Advisor Freedom 2065 Z | Owns companies we recommend for divestment | 67 | 47 | 107 | 52 | X | Target-Date 2065+ |
| FRBJX | Fidelity Advisor Freedom 2070 A | Owns companies we recommend for divestment | 67 | 47 | 107 | 52 | X | Target-Date 2065+ |
| FRBLX | Fidelity Advisor Freedom 2070 C | Owns companies we recommend for divestment | 67 | 47 | 107 | 52 | X | Target-Date 2065+ |
| FRBNX | Fidelity Advisor Freedom 2070 I | Owns companies we recommend for divestment | 67 | 47 | 107 | 52 | X | Target-Date 2065+ |
| FRBPX | Fidelity Advisor Freedom 2070 K6 | Owns companies we recommend for divestment | 67 | 47 | 107 | 52 | X | Target-Date 2065+ |
| FRBOX | Fidelity Advisor Freedom 2070 Z | Owns companies we recommend for divestment | 67 | 47 | 107 | 52 | X | Target-Date 2065+ |
| AADHX | American Century One Chc Blnd+ 2045 Inv | Owns companies we recommend for divestment | 68 | 44 | 135 | 51 | X | Target-Date 2045 |
| AACMX | American Century One Chc Blnd+ 2035 A | Owns companies we recommend for divestment | 68 | 44 | 135 | 51 | X | Target-Date 2035 |
| AACLX | American Century One Chc Blnd+ 2035 I | Owns companies we recommend for divestment | 68 | 44 | 135 | 51 | X | Target-Date 2035 |
| AACKX | American Century One Chc Blnd+ 2035 Inv | Owns companies we recommend for divestment | 68 | 44 | 135 | 51 | X | Target-Date 2035 |
| AACPX | American Century One Chc Blnd+ 2035 R | Owns companies we recommend for divestment | 68 | 44 | 135 | 51 | X | Target-Date 2035 |
| AACQX | American Century One Chc Blnd+ 2035 R6 | Owns companies we recommend for divestment | 68 | 44 | 135 | 51 | X | Target-Date 2035 |
| AACVX | American Century One Chc Blnd+ 2040 A | Owns companies we recommend for divestment | 68 | 44 | 135 | 51 | X | Target-Date 2040 |
| AACUX | American Century One Chc Blnd+ 2040 I | Owns companies we recommend for divestment | 68 | 44 | 135 | 51 | X | Target-Date 2040 |
| AACSX | American Century One Chc Blnd+ 2040 Inv | Owns companies we recommend for divestment | 68 | 44 | 135 | 51 | X | Target-Date 2040 |
| AACWX | American Century One Chc Blnd+ 2040 R | Owns companies we recommend for divestment | 68 | 44 | 135 | 51 | X | Target-Date 2040 |
| AACZX | American Century One Chc Blnd+ 2040 R6 | Owns companies we recommend for divestment | 68 | 44 | 135 | 51 | X | Target-Date 2040 |
| AADKX | American Century One Chc Blnd+ 2045 A | Owns companies we recommend for divestment | 68 | 44 | 135 | 51 | X | Target-Date 2045 |
| AADJX | American Century One Chc Blnd+ 2045 I | Owns companies we recommend for divestment | 68 | 44 | 135 | 51 | X | Target-Date 2045 |
| WEAFX | Allspring Spectrum Aggressive Gr A | Owns companies we recommend for divestment | 69 | 40 | 127 | 44 | X | Aggressive Allocation |
| WEACX | Allspring Spectrum Aggressive Gr C | Owns companies we recommend for divestment | 69 | 40 | 127 | 44 | X | Aggressive Allocation |
| FHASX | Fidelity Freedom Blend 2035 | Owns companies we recommend for divestment | 69 | 41 | 118 | 50 | X | Target-Date 2035 |
| FAXGX | Fidelity Advisor Freedom Blend 2065 Z | Owns companies we recommend for divestment | 69 | 41 | 118 | 50 | X | Target-Date 2065+ |
| FHTEX | Fidelity Advisor Freedom Blend 2055 M | Owns companies we recommend for divestment | 69 | 41 | 118 | 50 | X | Target-Date 2055 |
| FHPEX | Fidelity Advisor Freedom Blend 2055 Z | Owns companies we recommend for divestment | 69 | 41 | 118 | 50 | X | Target-Date 2055 |
| FHNEX | Fidelity Advisor Freedom Blend 2060 A | Owns companies we recommend for divestment | 69 | 41 | 118 | 50 | X | Target-Date 2060 |
| FHLEX | Fidelity Advisor Freedom Blend 2060 C | Owns companies we recommend for divestment | 69 | 41 | 118 | 50 | X | Target-Date 2060 |
| FHKEX | Fidelity Advisor Freedom Blend 2060 I | Owns companies we recommend for divestment | 69 | 41 | 118 | 50 | X | Target-Date 2060 |
| FHMEX | Fidelity Advisor Freedom Blend 2060 M | Owns companies we recommend for divestment | 69 | 41 | 118 | 50 | X | Target-Date 2060 |
| FHJEX | Fidelity Advisor Freedom Blend 2060 Z | Owns companies we recommend for divestment | 69 | 41 | 118 | 50 | X | Target-Date 2060 |
| FAZAX | Fidelity Advisor Freedom Blend 2065 A | Owns companies we recommend for divestment | 69 | 41 | 118 | 50 | X | Target-Date 2065+ |
| FAXDX | Fidelity Advisor Freedom Blend 2065 C | Owns companies we recommend for divestment | 69 | 41 | 118 | 50 | X | Target-Date 2065+ |
| FAXFX | Fidelity Advisor Freedom Blend 2065 I | Owns companies we recommend for divestment | 69 | 41 | 118 | 50 | X | Target-Date 2065+ |
| FAXEX | Fidelity Advisor Freedom Blend 2065 M | Owns companies we recommend for divestment | 69 | 41 | 118 | 50 | X | Target-Date 2065+ |
| FELSX | Fidelity Flex Freedom Blend 2025 | Owns companies we recommend for divestment | 69 | 41 | 118 | 50 | X | Target-Date 2025 |
| FHREX | Fidelity Advisor Freedom Blend 2055 C | Owns companies we recommend for divestment | 69 | 41 | 118 | 50 | X | Target-Date 2055 |
| FVLSX | Fidelity Flex Freedom Blend 2030 | Owns companies we recommend for divestment | 69 | 41 | 118 | 50 | X | Target-Date 2030 |
| FJLSX | Fidelity Flex Freedom Blend 2035 | Owns companies we recommend for divestment | 69 | 41 | 118 | 50 | X | Target-Date 2035 |
| FCLSX | Fidelity Flex Freedom Blend 2040 | Owns companies we recommend for divestment | 69 | 41 | 118 | 50 | X | Target-Date 2040 |
| FOLSX | Fidelity Flex Freedom Blend 2045 | Owns companies we recommend for divestment | 69 | 41 | 118 | 50 | X | Target-Date 2045 |
| FYLSX | Fidelity Flex Freedom Blend 2050 | Owns companies we recommend for divestment | 69 | 41 | 118 | 50 | X | Target-Date 2050 |
| FQLSX | Fidelity Flex Freedom Blend 2055 | Owns companies we recommend for divestment | 69 | 41 | 118 | 50 | X | Target-Date 2055 |
| FWLSX | Fidelity Flex Freedom Blend 2060 | Owns companies we recommend for divestment | 69 | 41 | 118 | 50 | X | Target-Date 2060 |
| FDFPX | Fidelity Flex Freedom Blend 2065 | Owns companies we recommend for divestment | 69 | 41 | 118 | 50 | X | Target-Date 2065+ |
| FRBQX | Fidelity Flex Freedom Blend 2070 | Owns companies we recommend for divestment | 69 | 41 | 118 | 50 | X | Target-Date 2065+ |
| FHATX | Fidelity Freedom Blend 2030 | Owns companies we recommend for divestment | 69 | 41 | 118 | 50 | X | Target-Date 2030 |
| FHAEX | Fidelity Freedom Blend 2030 K | Owns companies we recommend for divestment | 69 | 41 | 118 | 50 | X | Target-Date 2030 |
| FHKDX | Fidelity Freedom Blend 2030 K6 | Owns companies we recommend for divestment | 69 | 41 | 118 | 50 | X | Target-Date 2030 |
| FHQEX | Fidelity Advisor Freedom Blend 2055 I | Owns companies we recommend for divestment | 69 | 41 | 118 | 50 | X | Target-Date 2055 |
| FHUEX | Fidelity Advisor Freedom Blend 2055 A | Owns companies we recommend for divestment | 69 | 41 | 118 | 50 | X | Target-Date 2055 |
| WEAYX | Allspring Spectrum Aggressive Gr Instl | Owns companies we recommend for divestment | 69 | 40 | 127 | 44 | X | Aggressive Allocation |
| FHDEX | Fidelity Advisor Freedom Blend 2040 A | Owns companies we recommend for divestment | 69 | 41 | 118 | 50 | X | Target-Date 2040 |
| AVGE | Avantis All Equity Markets ETF | Owns companies we recommend for divestment | 69 | 44 | 133 | 50 | X | Global Large-Stock Blend |
| AVMA | Avantis Moderate Allocation ETF | Owns companies we recommend for divestment | 69 | 44 | 133 | 50 | X | Moderate Allocation |
| FJAMX | Fidelity Advisor Freedom Blend 2030 A | Owns companies we recommend for divestment | 69 | 41 | 118 | 50 | X | Target-Date 2030 |
| FJTMX | Fidelity Advisor Freedom Blend 2030 C | Owns companies we recommend for divestment | 69 | 41 | 118 | 50 | X | Target-Date 2030 |
| FJEFX | Fidelity Advisor Freedom Blend 2030 I | Owns companies we recommend for divestment | 69 | 41 | 118 | 50 | X | Target-Date 2030 |
| FTYJX | Fidelity Advisor Freedom Blend 2030 M | Owns companies we recommend for divestment | 69 | 41 | 118 | 50 | X | Target-Date 2030 |
| FJLMX | Fidelity Advisor Freedom Blend 2030 Z | Owns companies we recommend for divestment | 69 | 41 | 118 | 50 | X | Target-Date 2030 |
| FHJGX | Fidelity Advisor Freedom Blend 2035 A | Owns companies we recommend for divestment | 69 | 41 | 118 | 50 | X | Target-Date 2035 |
| FHVCX | Fidelity Advisor Freedom Blend 2035 C | Owns companies we recommend for divestment | 69 | 41 | 118 | 50 | X | Target-Date 2035 |
| FHGDX | Fidelity Advisor Freedom Blend 2035 I | Owns companies we recommend for divestment | 69 | 41 | 118 | 50 | X | Target-Date 2035 |
| FHBCX | Fidelity Advisor Freedom Blend 2035 M | Owns companies we recommend for divestment | 69 | 41 | 118 | 50 | X | Target-Date 2035 |
| FHSDX | Fidelity Advisor Freedom Blend 2035 Z | Owns companies we recommend for divestment | 69 | 41 | 118 | 50 | X | Target-Date 2035 |
| FHZEX | Fidelity Advisor Freedom Blend 2040 C | Owns companies we recommend for divestment | 69 | 41 | 118 | 50 | X | Target-Date 2040 |
| FHVEX | Fidelity Advisor Freedom Blend 2050 Z | Owns companies we recommend for divestment | 69 | 41 | 118 | 50 | X | Target-Date 2050 |
| FHJFX | Fidelity Advisor Freedom Blend 2040 I | Owns companies we recommend for divestment | 69 | 41 | 118 | 50 | X | Target-Date 2040 |
| FHOEX | Fidelity Advisor Freedom Blend 2040 M | Owns companies we recommend for divestment | 69 | 41 | 118 | 50 | X | Target-Date 2040 |
| FHHFX | Fidelity Advisor Freedom Blend 2040 Z | Owns companies we recommend for divestment | 69 | 41 | 118 | 50 | X | Target-Date 2040 |
| FHGFX | Fidelity Advisor Freedom Blend 2045 A | Owns companies we recommend for divestment | 69 | 41 | 118 | 50 | X | Target-Date 2045 |
| FHDFX | Fidelity Advisor Freedom Blend 2045 C | Owns companies we recommend for divestment | 69 | 41 | 118 | 50 | X | Target-Date 2045 |
| FHCFX | Fidelity Advisor Freedom Blend 2045 I | Owns companies we recommend for divestment | 69 | 41 | 118 | 50 | X | Target-Date 2045 |
| FHEFX | Fidelity Advisor Freedom Blend 2045 M | Owns companies we recommend for divestment | 69 | 41 | 118 | 50 | X | Target-Date 2045 |
| FHBFX | Fidelity Advisor Freedom Blend 2045 Z | Owns companies we recommend for divestment | 69 | 41 | 118 | 50 | X | Target-Date 2045 |
| FHJKX | Fidelity Advisor Freedom Blend 2050 A | Owns companies we recommend for divestment | 69 | 41 | 118 | 50 | X | Target-Date 2050 |
| FHXEX | Fidelity Advisor Freedom Blend 2050 C | Owns companies we recommend for divestment | 69 | 41 | 118 | 50 | X | Target-Date 2050 |
| FHWEX | Fidelity Advisor Freedom Blend 2050 I | Owns companies we recommend for divestment | 69 | 41 | 118 | 50 | X | Target-Date 2050 |
| FHYEX | Fidelity Advisor Freedom Blend 2050 M | Owns companies we recommend for divestment | 69 | 41 | 118 | 50 | X | Target-Date 2050 |
| TWSAX | American Century Strat Allc: Agrsv Inv | Owns companies we recommend for divestment | 74 | 47 | 140 | 54 | X | Moderately Aggressive Allocation |
| ASAUX | American Century Strat Allc: Agrsv R5 | Owns companies we recommend for divestment | 74 | 47 | 140 | 54 | X | Moderately Aggressive Allocation |
| FNGLX | Fidelity Advisor Freedom 2060 K6 | Owns companies we recommend for divestment | 67 | 47 | 107 | 52 | X | Target-Date 2060 |
| JLHAX | JHancock Multimanager 2035 Lifetime A | Owns companies we recommend for divestment | 81 | 51 | 142 | 58 | X | Target-Date 2035 |
| VSQUX | Voya Solution 2065 Port S2 | Owns companies we recommend for divestment | 77 | 50 | 139 | 57 | X | Target-Date 2065+ |
| UCAGX | Victory Cornerstone Aggressive | Owns companies we recommend for divestment | 79 | 52 | 146 | 59 | X | Moderately Aggressive Allocation |
| USCRX | Victory Cornerstone Moderately Agrsv | Owns companies we recommend for divestment | 79 | 52 | 146 | 59 | X | Moderate Allocation |
| JLFOX | JHancock Multimanager 2030 Lifetime 1 | Owns companies we recommend for divestment | 81 | 51 | 142 | 58 | X | Target-Date 2030 |
| JLFAX | JHancock Multimanager 2030 Lifetime A | Owns companies we recommend for divestment | 81 | 51 | 142 | 58 | X | Target-Date 2030 |
| JHRGX | JHancock Multimanager 2030 Lifetime I | Owns companies we recommend for divestment | 81 | 51 | 142 | 58 | X | Target-Date 2030 |
| JLFEX | JHancock Multimanager 2030 Lifetime R2 | Owns companies we recommend for divestment | 81 | 51 | 142 | 58 | X | Target-Date 2030 |
| JLFGX | JHancock Multimanager 2030 Lifetime R4 | Owns companies we recommend for divestment | 81 | 51 | 142 | 58 | X | Target-Date 2030 |
| JLFHX | JHancock Multimanager 2030 Lifetime R5 | Owns companies we recommend for divestment | 81 | 51 | 142 | 58 | X | Target-Date 2030 |
| JLFIX | JHancock Multimanager 2030 Lifetime R6 | Owns companies we recommend for divestment | 81 | 51 | 142 | 58 | X | Target-Date 2030 |
| JLHOX | JHancock Multimanager 2035 Lifetime 1 | Owns companies we recommend for divestment | 81 | 51 | 142 | 58 | X | Target-Date 2035 |
| JHRMX | JHancock Multimanager 2035 Lifetime I | Owns companies we recommend for divestment | 81 | 51 | 142 | 58 | X | Target-Date 2035 |
| VSQIX | Voya Solution 2065 Port I | Owns companies we recommend for divestment | 77 | 50 | 139 | 57 | X | Target-Date 2065+ |
| JLHEX | JHancock Multimanager 2035 Lifetime R2 | Owns companies we recommend for divestment | 81 | 51 | 142 | 58 | X | Target-Date 2035 |
| JLHGX | JHancock Multimanager 2035 Lifetime R4 | Owns companies we recommend for divestment | 81 | 51 | 142 | 58 | X | Target-Date 2035 |
| JLHHX | JHancock Multimanager 2035 Lifetime R5 | Owns companies we recommend for divestment | 81 | 51 | 142 | 58 | X | Target-Date 2035 |
| JLHIX | JHancock Multimanager 2035 Lifetime R6 | Owns companies we recommend for divestment | 81 | 51 | 142 | 58 | X | Target-Date 2035 |
| JLIOX | JHancock Multimanager 2040 Lifetime 1 | Owns companies we recommend for divestment | 81 | 51 | 142 | 58 | X | Target-Date 2040 |
| JLIAX | JHancock Multimanager 2040 Lifetime A | Owns companies we recommend for divestment | 81 | 51 | 142 | 58 | X | Target-Date 2040 |
| JHRDX | JHancock Multimanager 2040 Lifetime I | Owns companies we recommend for divestment | 81 | 51 | 142 | 58 | X | Target-Date 2040 |
| JLIEX | JHancock Multimanager 2040 Lifetime R2 | Owns companies we recommend for divestment | 81 | 51 | 142 | 58 | X | Target-Date 2040 |
| JLIGX | JHancock Multimanager 2040 Lifetime R4 | Owns companies we recommend for divestment | 81 | 51 | 142 | 58 | X | Target-Date 2040 |
| JLIHX | JHancock Multimanager 2040 Lifetime R5 | Owns companies we recommend for divestment | 81 | 51 | 142 | 58 | X | Target-Date 2040 |
| JLIIX | JHancock Multimanager 2040 Lifetime R6 | Owns companies we recommend for divestment | 81 | 51 | 142 | 58 | X | Target-Date 2040 |
| JLJOX | JHancock Multimanager 2045 Lifetime 1 | Owns companies we recommend for divestment | 81 | 51 | 141 | 58 | X | Target-Date 2045 |
| VSSQX | Voya Solution 2065 Port S | Owns companies we recommend for divestment | 77 | 50 | 139 | 57 | X | Target-Date 2065+ |
| VSAQX | Voya Solution 2065 Port ADV | Owns companies we recommend for divestment | 77 | 50 | 139 | 57 | X | Target-Date 2065+ |
| JHROX | JHancock Multimanager 2045 Lifetime I | Owns companies we recommend for divestment | 81 | 51 | 141 | 58 | X | Target-Date 2045 |
| ISRIX | Voya Solution 2045 Port I | Owns companies we recommend for divestment | 77 | 50 | 139 | 57 | X | Target-Date 2045 |
| ISNHX | Voya Solution 2030 Port S | Owns companies we recommend for divestment | 77 | 50 | 139 | 57 | X | Target-Date 2030 |
| ISNIX | Voya Solution 2030 Port S2 | Owns companies we recommend for divestment | 77 | 50 | 139 | 57 | X | Target-Date 2030 |
| ISQAX | Voya Solution 2035 Port ADV | Owns companies we recommend for divestment | 77 | 50 | 139 | 57 | X | Target-Date 2035 |
| ISQIX | Voya Solution 2035 Port I | Owns companies we recommend for divestment | 77 | 50 | 139 | 57 | X | Target-Date 2035 |
| ISQSX | Voya Solution 2035 Port S | Owns companies we recommend for divestment | 77 | 50 | 139 | 57 | X | Target-Date 2035 |
| ISPCX | Voya Solution 2035 Port S2 | Owns companies we recommend for divestment | 77 | 50 | 139 | 57 | X | Target-Date 2035 |
| ISNKX | Voya Solution 2040 Port ADV | Owns companies we recommend for divestment | 77 | 50 | 139 | 57 | X | Target-Date 2040 |
| ISNLX | Voya Solution 2040 Port I | Owns companies we recommend for divestment | 77 | 50 | 139 | 57 | X | Target-Date 2040 |
| ISNMX | Voya Solution 2040 Port S | Owns companies we recommend for divestment | 77 | 50 | 139 | 57 | X | Target-Date 2040 |
| ISNNX | Voya Solution 2040 Port S2 | Owns companies we recommend for divestment | 77 | 50 | 139 | 57 | X | Target-Date 2040 |
| ISRAX | Voya Solution 2045 Port ADV | Owns companies we recommend for divestment | 77 | 50 | 139 | 57 | X | Target-Date 2045 |
| ISRSX | Voya Solution 2045 Port S | Owns companies we recommend for divestment | 77 | 50 | 139 | 57 | X | Target-Date 2045 |
| VSSPX | Voya Solution 2060 Port S2 | Owns companies we recommend for divestment | 77 | 50 | 139 | 57 | X | Target-Date 2060 |
| ISPDX | Voya Solution 2045 Port S2 | Owns companies we recommend for divestment | 77 | 50 | 139 | 57 | X | Target-Date 2045 |
| ISNPX | Voya Solution 2050 Port ADV | Owns companies we recommend for divestment | 77 | 50 | 139 | 57 | X | Target-Date 2050 |
| ISNQX | Voya Solution 2050 Port I | Owns companies we recommend for divestment | 77 | 50 | 139 | 57 | X | Target-Date 2050 |
| ISNRX | Voya Solution 2050 Port S | Owns companies we recommend for divestment | 77 | 50 | 139 | 57 | X | Target-Date 2050 |
| ISNSX | Voya Solution 2050 Port S2 | Owns companies we recommend for divestment | 77 | 50 | 139 | 57 | X | Target-Date 2050 |
| IASPX | Voya Solution 2055 Port ADV | Owns companies we recommend for divestment | 77 | 50 | 139 | 57 | X | Target-Date 2055 |
| IISPX | Voya Solution 2055 Port I | Owns companies we recommend for divestment | 77 | 50 | 139 | 57 | X | Target-Date 2055 |
| ISSPX | Voya Solution 2055 Port S | Owns companies we recommend for divestment | 77 | 50 | 139 | 57 | X | Target-Date 2055 |
| ITSPX | Voya Solution 2055 Port S2 | Owns companies we recommend for divestment | 77 | 50 | 139 | 57 | X | Target-Date 2055 |
| VSPAX | Voya Solution 2060 Port ADV | Owns companies we recommend for divestment | 77 | 50 | 139 | 57 | X | Target-Date 2060 |
| VSIPX | Voya Solution 2060 Port I | Owns companies we recommend for divestment | 77 | 50 | 139 | 57 | X | Target-Date 2060 |
| VSPSX | Voya Solution 2060 Port S | Owns companies we recommend for divestment | 77 | 50 | 139 | 57 | X | Target-Date 2060 |
| JLJAX | JHancock Multimanager 2045 Lifetime A | Owns companies we recommend for divestment | 81 | 51 | 141 | 58 | X | Target-Date 2045 |
| JLJEX | JHancock Multimanager 2045 Lifetime R2 | Owns companies we recommend for divestment | 81 | 51 | 141 | 58 | X | Target-Date 2045 |
| ISNFX | Voya Solution 2030 Port ADV | Owns companies we recommend for divestment | 77 | 50 | 139 | 57 | X | Target-Date 2030 |
| JCLBX | JHancock Multimanager Lifestyle Bal C | Owns companies we recommend for divestment | 81 | 51 | 140 | 58 | X | Moderate Allocation |
| JILAX | JHancock Multimanager Lifestyle Agrsv 1 | Owns companies we recommend for divestment | 81 | 51 | 139 | 58 | X | Aggressive Allocation |
| JALAX | JHancock Multimanager Lifestyle Agrsv A | Owns companies we recommend for divestment | 81 | 51 | 139 | 58 | X | Aggressive Allocation |
| JCLAX | JHancock Multimanager Lifestyle Agrsv C | Owns companies we recommend for divestment | 81 | 51 | 139 | 58 | X | Aggressive Allocation |
| JTAIX | JHancock Multimanager Lifestyle Agrsv I | Owns companies we recommend for divestment | 81 | 51 | 139 | 58 | X | Aggressive Allocation |
| JQLAX | JHancock Multimanager Lifestyle Agrsv R2 | Owns companies we recommend for divestment | 81 | 51 | 139 | 58 | X | Aggressive Allocation |
| JSLAX | JHancock Multimanager Lifestyle Agrsv R4 | Owns companies we recommend for divestment | 81 | 51 | 139 | 58 | X | Aggressive Allocation |
| JTLAX | JHancock Multimanager Lifestyle Agrsv R5 | Owns companies we recommend for divestment | 81 | 51 | 139 | 58 | X | Aggressive Allocation |
| JULAX | JHancock Multimanager Lifestyle Agrsv R6 | Owns companies we recommend for divestment | 81 | 51 | 139 | 58 | X | Aggressive Allocation |
| JILBX | JHancock Multimanager Lifestyle Bal 1 | Owns companies we recommend for divestment | 81 | 51 | 140 | 58 | X | Moderate Allocation |
| JHLAX | JHancock Multimanager Lifestyle Bal 5 | Owns companies we recommend for divestment | 81 | 51 | 140 | 58 | X | Moderate Allocation |
| JALBX | JHancock Multimanager Lifestyle Bal A | Owns companies we recommend for divestment | 81 | 51 | 140 | 58 | X | Moderate Allocation |
| JTBIX | JHancock Multimanager Lifestyle Bal I | Owns companies we recommend for divestment | 81 | 51 | 140 | 58 | X | Moderate Allocation |
| JABDX | JHancock Multimanager 2065 Lifetime R5 | Owns companies we recommend for divestment | 81 | 51 | 140 | 58 | X | Target-Date 2065+ |
| JQLBX | JHancock Multimanager Lifestyle Bal R2 | Owns companies we recommend for divestment | 81 | 51 | 140 | 58 | X | Moderate Allocation |
| JSLBX | JHancock Multimanager Lifestyle Bal R4 | Owns companies we recommend for divestment | 81 | 51 | 140 | 58 | X | Moderate Allocation |
| JTSBX | JHancock Multimanager Lifestyle Bal R5 | Owns companies we recommend for divestment | 81 | 51 | 140 | 58 | X | Moderate Allocation |
| JULBX | JHancock Multimanager Lifestyle Bal R6 | Owns companies we recommend for divestment | 81 | 51 | 140 | 58 | X | Moderate Allocation |
| JILGX | JHancock Multimanager Lifestyle Gr 1 | Owns companies we recommend for divestment | 81 | 51 | 140 | 58 | X | Moderately Aggressive Allocation |
| JHLGX | JHancock Multimanager Lifestyle Gr 5 | Owns companies we recommend for divestment | 81 | 51 | 140 | 58 | X | Moderately Aggressive Allocation |
| JALGX | JHancock Multimanager Lifestyle Gr A | Owns companies we recommend for divestment | 81 | 51 | 140 | 58 | X | Moderately Aggressive Allocation |
| JCLGX | JHancock Multimanager Lifestyle Gr C | Owns companies we recommend for divestment | 81 | 51 | 140 | 58 | X | Moderately Aggressive Allocation |
| JTGIX | JHancock Multimanager Lifestyle Gr I | Owns companies we recommend for divestment | 81 | 51 | 140 | 58 | X | Moderately Aggressive Allocation |
| JQLGX | JHancock Multimanager Lifestyle Gr R2 | Owns companies we recommend for divestment | 81 | 51 | 140 | 58 | X | Moderately Aggressive Allocation |
| JSLGX | JHancock Multimanager Lifestyle Gr R4 | Owns companies we recommend for divestment | 81 | 51 | 140 | 58 | X | Moderately Aggressive Allocation |
| JTLGX | JHancock Multimanager Lifestyle Gr R5 | Owns companies we recommend for divestment | 81 | 51 | 140 | 58 | X | Moderately Aggressive Allocation |
| JABEX | JHancock Multimanager 2065 Lifetime R6 | Owns companies we recommend for divestment | 81 | 51 | 140 | 58 | X | Target-Date 2065+ |
| JABBX | JHancock Multimanager 2065 Lifetime R4 | Owns companies we recommend for divestment | 81 | 51 | 140 | 58 | X | Target-Date 2065+ |
| JLJGX | JHancock Multimanager 2045 Lifetime R4 | Owns companies we recommend for divestment | 81 | 51 | 141 | 58 | X | Target-Date 2045 |
| JLKNX | JHancock Multimanager 2055 Lifetime R2 | Owns companies we recommend for divestment | 81 | 51 | 140 | 58 | X | Target-Date 2055 |
| JLJHX | JHancock Multimanager 2045 Lifetime R5 | Owns companies we recommend for divestment | 81 | 51 | 141 | 58 | X | Target-Date 2045 |
| JLJIX | JHancock Multimanager 2045 Lifetime R6 | Owns companies we recommend for divestment | 81 | 51 | 141 | 58 | X | Target-Date 2045 |
| JLKOX | JHancock Multimanager 2050 Lifetime 1 | Owns companies we recommend for divestment | 81 | 51 | 140 | 58 | X | Target-Date 2050 |
| JLKAX | JHancock Multimanager 2050 Lifetime A | Owns companies we recommend for divestment | 81 | 51 | 140 | 58 | X | Target-Date 2050 |
| JHRPX | JHancock Multimanager 2050 Lifetime I | Owns companies we recommend for divestment | 81 | 51 | 140 | 58 | X | Target-Date 2050 |
| JLKEX | JHancock Multimanager 2050 Lifetime R2 | Owns companies we recommend for divestment | 81 | 51 | 140 | 58 | X | Target-Date 2050 |
| JLKGX | JHancock Multimanager 2050 Lifetime R4 | Owns companies we recommend for divestment | 81 | 51 | 140 | 58 | X | Target-Date 2050 |
| JLKHX | JHancock Multimanager 2050 Lifetime R5 | Owns companies we recommend for divestment | 81 | 51 | 140 | 58 | X | Target-Date 2050 |
| JLKRX | JHancock Multimanager 2050 Lifetime R6 | Owns companies we recommend for divestment | 81 | 51 | 140 | 58 | X | Target-Date 2050 |
| JLKUX | JHancock Multimanager 2055 Lifetime 1 | Owns companies we recommend for divestment | 81 | 51 | 140 | 58 | X | Target-Date 2055 |
| JLKLX | JHancock Multimanager 2055 Lifetime A | Owns companies we recommend for divestment | 81 | 51 | 140 | 58 | X | Target-Date 2055 |
| JHRTX | JHancock Multimanager 2055 Lifetime I | Owns companies we recommend for divestment | 81 | 51 | 140 | 58 | X | Target-Date 2055 |
| JLKQX | JHancock Multimanager 2055 Lifetime R4 | Owns companies we recommend for divestment | 81 | 51 | 140 | 58 | X | Target-Date 2055 |
| JAAZX | JHancock Multimanager 2065 Lifetime R2 | Owns companies we recommend for divestment | 81 | 51 | 140 | 58 | X | Target-Date 2065+ |
| JLKSX | JHancock Multimanager 2055 Lifetime R5 | Owns companies we recommend for divestment | 81 | 51 | 140 | 58 | X | Target-Date 2055 |
| JLKTX | JHancock Multimanager 2055 Lifetime R6 | Owns companies we recommend for divestment | 81 | 51 | 140 | 58 | X | Target-Date 2055 |
| JRETX | JHancock Multimanager 2060 Lifetime 1 | Owns companies we recommend for divestment | 81 | 51 | 140 | 58 | X | Target-Date 2060 |
| JJERX | JHancock Multimanager 2060 Lifetime A | Owns companies we recommend for divestment | 81 | 51 | 140 | 58 | X | Target-Date 2060 |
| JMENX | JHancock Multimanager 2060 Lifetime I | Owns companies we recommend for divestment | 81 | 51 | 140 | 58 | X | Target-Date 2060 |
| JVIMX | JHancock Multimanager 2060 Lifetime R2 | Owns companies we recommend for divestment | 81 | 51 | 140 | 58 | X | Target-Date 2060 |
| JROUX | JHancock Multimanager 2060 Lifetime R4 | Owns companies we recommend for divestment | 81 | 51 | 140 | 58 | X | Target-Date 2060 |
| JGHTX | JHancock Multimanager 2060 Lifetime R5 | Owns companies we recommend for divestment | 81 | 51 | 140 | 58 | X | Target-Date 2060 |
| JESRX | JHancock Multimanager 2060 Lifetime R6 | Owns companies we recommend for divestment | 81 | 51 | 140 | 58 | X | Target-Date 2060 |
| JAAVX | JHancock Multimanager 2065 Lifetime 1 | Owns companies we recommend for divestment | 81 | 51 | 140 | 58 | X | Target-Date 2065+ |
| JAAWX | JHancock Multimanager 2065 Lifetime A | Owns companies we recommend for divestment | 81 | 51 | 140 | 58 | X | Target-Date 2065+ |
| JABSX | JHancock Multimanager 2065 Lifetime I | Owns companies we recommend for divestment | 81 | 51 | 140 | 58 | X | Target-Date 2065+ |
| ISNGX | Voya Solution 2030 Port I | Owns companies we recommend for divestment | 77 | 50 | 139 | 57 | X | Target-Date 2030 |
| VSVNX | Vanguard Target Retirement 2070 Fund | Owns companies we recommend for divestment | 77 | 51 | 139 | 58 | X | Target-Date 2065+ |
| AAAUX | American Century Strat Allc: Agrsv R6 | Owns companies we recommend for divestment | 74 | 47 | 140 | 54 | X | Moderately Aggressive Allocation |
| JLKWX | JHancock 2055 Lifetime Blend Pft R4 | Owns companies we recommend for divestment | 75 | 50 | 139 | 57 | X | Target-Date 2055 |
| JRTWX | JHancock 2040 Lifetime Blend Ptf R6 | Owns companies we recommend for divestment | 75 | 50 | 139 | 57 | X | Target-Date 2040 |
| JHBEX | JHancock 2045 Lifetime Blend Pft A | Owns companies we recommend for divestment | 75 | 50 | 139 | 57 | X | Target-Date 2045 |
| JRLQX | JHancock 2045 Lifetime Blend Ptf 1 | Owns companies we recommend for divestment | 75 | 50 | 139 | 57 | X | Target-Date 2045 |
| JRLUX | JHancock 2045 Lifetime Blend Ptf R4 | Owns companies we recommend for divestment | 75 | 50 | 139 | 57 | X | Target-Date 2045 |
| JRLVX | JHancock 2045 Lifetime Blend Ptf R6 | Owns companies we recommend for divestment | 75 | 50 | 139 | 57 | X | Target-Date 2045 |
| JHBFX | JHancock 2050 Lifetime Blend Pft A | Owns companies we recommend for divestment | 75 | 50 | 139 | 57 | X | Target-Date 2050 |
| JRLWX | JHancock 2050 Lifetime Blend Ptf 1 | Owns companies we recommend for divestment | 75 | 50 | 139 | 57 | X | Target-Date 2050 |
| JRTYX | JHancock 2050 Lifetime Blend Ptf R4 | Owns companies we recommend for divestment | 75 | 50 | 139 | 57 | X | Target-Date 2050 |
| JRLZX | JHancock 2050 Lifetime Blend Ptf R6 | Owns companies we recommend for divestment | 75 | 50 | 139 | 57 | X | Target-Date 2050 |
| JLKZX | JHancock 2055 Lifetime Blend Pft 1 | Owns companies we recommend for divestment | 75 | 50 | 139 | 57 | X | Target-Date 2055 |
| JHBJX | JHancock 2055 Lifetime Blend Pft A | Owns companies we recommend for divestment | 75 | 50 | 139 | 57 | X | Target-Date 2055 |
| JLKYX | JHancock 2055 Lifetime Blend Pft R6 | Owns companies we recommend for divestment | 75 | 50 | 139 | 57 | X | Target-Date 2055 |
| JRTTX | JHancock 2040 Lifetime Blend Ptf 1 | Owns companies we recommend for divestment | 75 | 50 | 139 | 57 | X | Target-Date 2040 |
| JRODX | JHancock 2060 Lifetime Blend Pft 1 | Owns companies we recommend for divestment | 75 | 50 | 139 | 57 | X | Target-Date 2060 |
| JHBKX | JHancock 2060 Lifetime Blend Pft A | Owns companies we recommend for divestment | 75 | 50 | 139 | 57 | X | Target-Date 2060 |
| JHIKX | JHancock 2060 Lifetime Blend Pft R4 | Owns companies we recommend for divestment | 75 | 50 | 139 | 57 | X | Target-Date 2060 |
| JIEHX | JHancock 2060 Lifetime Blend Pft R6 | Owns companies we recommend for divestment | 75 | 50 | 139 | 57 | X | Target-Date 2060 |
| JAAFX | JHancock 2065 Lifetime Blend Pft 1 | Owns companies we recommend for divestment | 75 | 50 | 139 | 57 | X | Target-Date 2065+ |
| JHBLX | JHancock 2065 Lifetime Blend Pft A | Owns companies we recommend for divestment | 75 | 50 | 139 | 57 | X | Target-Date 2065+ |
| JAAJX | JHancock 2065 Lifetime Blend Pft R4 | Owns companies we recommend for divestment | 75 | 50 | 139 | 57 | X | Target-Date 2065+ |
| JAAKX | JHancock 2065 Lifetime Blend Pft R6 | Owns companies we recommend for divestment | 75 | 50 | 139 | 57 | X | Target-Date 2065+ |
| JIIOX | JHancock Lifestyle Blend Agrsv Pft 1 | Owns companies we recommend for divestment | 75 | 50 | 139 | 57 | X | Aggressive Allocation |
| JABQX | JHancock Lifestyle Blend Agrsv Pft A | Owns companies we recommend for divestment | 75 | 50 | 139 | 57 | X | Aggressive Allocation |
| JIIRX | JHancock Lifestyle Blend Agrsv Pft R6 | Owns companies we recommend for divestment | 75 | 50 | 139 | 57 | X | Aggressive Allocation |
| JLGOX | JHancock Lifestyle Blend Growth Pft 1 | Owns companies we recommend for divestment | 75 | 50 | 139 | 57 | X | Moderately Aggressive Allocation |
| JRTVX | JHancock 2040 Lifetime Blend Ptf R4 | Owns companies we recommend for divestment | 75 | 50 | 139 | 57 | X | Target-Date 2040 |
| JHBAX | JHancock 2040 Lifetime Blend Pft A | Owns companies we recommend for divestment | 75 | 50 | 139 | 57 | X | Target-Date 2040 |
| JLGSX | JHancock Lifestyle Blend Growth Pft R6 | Owns companies we recommend for divestment | 75 | 50 | 139 | 57 | X | Moderately Aggressive Allocation |
| TNLIX | 1290 Retirement 2035 I | Owns companies we recommend for divestment | 75 | 45 | 136 | 56 | X | Target-Date 2035 |
| ACOAX | American Century Strat Allc: Mod A | Owns companies we recommend for divestment | 74 | 47 | 140 | 54 | X | Moderate Allocation |
| ASTCX | American Century Strat Allc: Mod C | Owns companies we recommend for divestment | 74 | 47 | 140 | 54 | X | Moderate Allocation |
| ASAMX | American Century Strat Allc: Mod I | Owns companies we recommend for divestment | 74 | 47 | 140 | 54 | X | Moderate Allocation |
| TWSMX | American Century Strat Allc: Mod Inv | Owns companies we recommend for divestment | 74 | 47 | 140 | 54 | X | Moderate Allocation |
| ASMRX | American Century Strat Allc: Mod R | Owns companies we recommend for divestment | 74 | 47 | 140 | 54 | X | Moderate Allocation |
| ASMUX | American Century Strat Allc: Mod R5 | Owns companies we recommend for divestment | 74 | 47 | 140 | 54 | X | Moderate Allocation |
| ASMDX | American Century Strat Allc: Mod R6 | Owns companies we recommend for divestment | 74 | 47 | 140 | 54 | X | Moderate Allocation |
| JIBOX | JHancock Lifestyle Blend Bal Pft 1 | Owns companies we recommend for divestment | 74 | 49 | 136 | 56 | X | Moderate Allocation |
| JABMX | JHancock Lifestyle Blend Bal Pft A | Owns companies we recommend for divestment | 74 | 49 | 136 | 56 | X | Moderate Allocation |
| JIBRX | JHancock Lifestyle Blend Bal Pft R6 | Owns companies we recommend for divestment | 74 | 49 | 136 | 56 | X | Moderate Allocation |
| TNKIX | 1290 Retirement 2030 I | Owns companies we recommend for divestment | 75 | 45 | 136 | 56 | X | Target-Date 2030 |
| TNNIX | 1290 Retirement 2040 I | Owns companies we recommend for divestment | 75 | 45 | 136 | 56 | X | Target-Date 2040 |
| JRTNX | JHancock 2035 Lifetime Blend Ptf R6 | Owns companies we recommend for divestment | 75 | 50 | 139 | 57 | X | Target-Date 2035 |
| TNOIX | 1290 Retirement 2045 I | Owns companies we recommend for divestment | 75 | 45 | 136 | 56 | X | Target-Date 2045 |
| TNWIX | 1290 Retirement 2050 I | Owns companies we recommend for divestment | 75 | 45 | 136 | 56 | X | Target-Date 2050 |
| TNQIX | 1290 Retirement 2055 I | Owns companies we recommend for divestment | 75 | 45 | 136 | 56 | X | Target-Date 2055 |
| FRAGX | Aggressive Growth Allocation | Owns companies we recommend for divestment | 75 | 50 | 135 | 58 | X | Aggressive Allocation |
| FRGAX | Growth Allocation | Owns companies we recommend for divestment | 75 | 50 | 135 | 58 | X | Moderately Aggressive Allocation |
| JHAVX | JHancock 2030 Lifetime Blend Pft A | Owns companies we recommend for divestment | 75 | 50 | 139 | 57 | X | Target-Date 2030 |
| JRTGX | JHancock 2030 Lifetime Blend Ptf 1 | Owns companies we recommend for divestment | 75 | 50 | 139 | 57 | X | Target-Date 2030 |
| JRTIX | JHancock 2030 Lifetime Blend Ptf R4 | Owns companies we recommend for divestment | 75 | 50 | 139 | 57 | X | Target-Date 2030 |
| JRTJX | JHancock 2030 Lifetime Blend Ptf R6 | Owns companies we recommend for divestment | 75 | 50 | 139 | 57 | X | Target-Date 2030 |
| JHAYX | JHancock 2035 Lifetime Blend Pft A | Owns companies we recommend for divestment | 75 | 50 | 139 | 57 | X | Target-Date 2035 |
| JRTKX | JHancock 2035 Lifetime Blend Ptf 1 | Owns companies we recommend for divestment | 75 | 50 | 139 | 57 | X | Target-Date 2035 |
| JRTMX | JHancock 2035 Lifetime Blend Ptf R4 | Owns companies we recommend for divestment | 75 | 50 | 139 | 57 | X | Target-Date 2035 |
| JABPX | JHancock Lifestyle Blend Growth Pft A | Owns companies we recommend for divestment | 75 | 50 | 139 | 57 | X | Moderately Aggressive Allocation |
| BBALX | Northern Global Tactical Asset Allc | Owns companies we recommend for divestment | 75 | 50 | 137 | 57 | X | Global Allocation |
| VLXVX | Vanguard Target Retirement 2065 Fund | Owns companies we recommend for divestment | 77 | 51 | 139 | 58 | X | Target-Date 2065+ |
| SSGUX | State Street Target Retirement 2070 R3 | Owns companies we recommend for divestment | 76 | 50 | 137 | 58 | X | Target-Date 2065+ |
| SSDOX | State Street Target Retirement 2055 I | Owns companies we recommend for divestment | 76 | 50 | 137 | 58 | X | Target-Date 2055 |
| SSDQX | State Street Target Retirement 2055 K | Owns companies we recommend for divestment | 76 | 50 | 137 | 58 | X | Target-Date 2055 |
| SSAWX | State Street Target Retirement 2055 R3 | Owns companies we recommend for divestment | 76 | 50 | 137 | 58 | X | Target-Date 2055 |
| SSDWX | State Street Target Retirement 2060 I | Owns companies we recommend for divestment | 76 | 50 | 137 | 58 | X | Target-Date 2060 |
| SSDYX | State Street Target Retirement 2060 K | Owns companies we recommend for divestment | 76 | 50 | 137 | 58 | X | Target-Date 2060 |
| SSAYX | State Street Target Retirement 2060 R3 | Owns companies we recommend for divestment | 76 | 50 | 137 | 58 | X | Target-Date 2060 |
| SSFJX | State Street Target Retirement 2065 I | Owns companies we recommend for divestment | 76 | 50 | 137 | 58 | X | Target-Date 2065+ |
| SSFKX | State Street Target Retirement 2065 K | Owns companies we recommend for divestment | 76 | 50 | 137 | 58 | X | Target-Date 2065+ |
| SSFPX | State Street Target Retirement 2065 R3 | Owns companies we recommend for divestment | 76 | 50 | 137 | 58 | X | Target-Date 2065+ |
| SSGQX | State Street Target Retirement 2070 I | Owns companies we recommend for divestment | 76 | 50 | 137 | 58 | X | Target-Date 2065+ |
| SSGNX | State Street Target Retirement 2070 K | Owns companies we recommend for divestment | 76 | 50 | 137 | 58 | X | Target-Date 2065+ |
| QCSTRX | CREF Stock Account (R1) | Owns companies we recommend for divestment | 77 | 49 | 139 | 56 | X | Aggressive Allocation |
| SSDLX | State Street Target Retirement 2050 K | Owns companies we recommend for divestment | 76 | 50 | 137 | 58 | X | Target-Date 2050 |
| QCSTPX | CREF Stock Account (R2) | Owns companies we recommend for divestment | 77 | 49 | 139 | 56 | X | Aggressive Allocation |
| QCSTIX | CREF Stock Account (R3) | Owns companies we recommend for divestment | 77 | 49 | 139 | 56 | X | Aggressive Allocation |
| QCSTFX | CREF Stock Account (R4) | Owns companies we recommend for divestment | 77 | 49 | 139 | 56 | X | Aggressive Allocation |
| VASGX | Vanguard LifeStrategy Growth Inv | Owns companies we recommend for divestment | 77 | 51 | 139 | 58 | X | Moderately Aggressive Allocation |
| VSMGX | Vanguard LifeStrategy Mod Gr Inv Shrs | Owns companies we recommend for divestment | 77 | 51 | 139 | 58 | X | Moderate Allocation |
| VTHRX | Vanguard Target Retirement 2030 Fund | Owns companies we recommend for divestment | 77 | 51 | 139 | 58 | X | Target-Date 2030 |
| VTTHX | Vanguard Target Retirement 2035 Fund | Owns companies we recommend for divestment | 77 | 51 | 139 | 58 | X | Target-Date 2035 |
| VFORX | Vanguard Target Retirement 2040 Fund | Owns companies we recommend for divestment | 77 | 51 | 139 | 58 | X | Target-Date 2040 |
| VTIVX | Vanguard Target Retirement 2045 Fund | Owns companies we recommend for divestment | 77 | 51 | 139 | 58 | X | Target-Date 2045 |
| VFIFX | Vanguard Target Retirement 2050 Fund | Owns companies we recommend for divestment | 77 | 51 | 139 | 58 | X | Target-Date 2050 |
| VFFVX | Vanguard Target Retirement 2055 Fund | Owns companies we recommend for divestment | 77 | 51 | 139 | 58 | X | Target-Date 2055 |
| VTTSX | Vanguard Target Retirement 2060 Fund | Owns companies we recommend for divestment | 77 | 51 | 139 | 58 | X | Target-Date 2060 |
| SSAUX | State Street Target Retirement 2050 R3 | Owns companies we recommend for divestment | 76 | 50 | 137 | 58 | X | Target-Date 2050 |
| SSDJX | State Street Target Retirement 2050 I | Owns companies we recommend for divestment | 76 | 50 | 137 | 58 | X | Target-Date 2050 |
| VDAFX | VALIC Company I Dynamic Allocation | Owns companies we recommend for divestment | 75 | 49 | 127 | 56 | X | Moderate Allocation |
| Morningstar Agrsv Gr ETF Asset Allc I | Owns companies we recommend for divestment | 76 | 51 | 141 | 58 | X | Aggressive Allocation |
| JNL/Vanguard Growth ETF Allocation A | Owns companies we recommend for divestment | 76 | 51 | 139 | 58 | X | Moderately Aggressive Allocation |
| JNL/Vanguard Growth ETF Allocation I | Owns companies we recommend for divestment | 76 | 51 | 139 | 58 | X | Moderately Aggressive Allocation |
| JNL/Vanguard Moderate Growth ETF Allc A | Owns companies we recommend for divestment | 76 | 51 | 139 | 58 | X | Moderate Allocation |
| JNL/Vanguard Moderate Growth ETF Allc I | Owns companies we recommend for divestment | 76 | 51 | 139 | 58 | X | Moderate Allocation |
| MRRAX | MassMutual 80/20 Allocation A | Owns companies we recommend for divestment | 76 | 51 | 138 | 58 | X | Moderately Aggressive Allocation |
| MRGLX | MassMutual 80/20 Allocation Admin | Owns companies we recommend for divestment | 76 | 51 | 138 | 58 | X | Moderately Aggressive Allocation |
| MRGUX | MassMutual 80/20 Allocation I | Owns companies we recommend for divestment | 76 | 51 | 138 | 58 | X | Moderately Aggressive Allocation |
| MRGVX | MassMutual 80/20 Allocation R3 | Owns companies we recommend for divestment | 76 | 51 | 138 | 58 | X | Moderately Aggressive Allocation |
| MRGZX | MassMutual 80/20 Allocation R4 | Owns companies we recommend for divestment | 76 | 51 | 138 | 58 | X | Moderately Aggressive Allocation |
| MRRSX | MassMutual 80/20 Allocation R5 | Owns companies we recommend for divestment | 76 | 51 | 138 | 58 | X | Moderately Aggressive Allocation |
| MRGYX | MassMutual 80/20 Allocation Svc | Owns companies we recommend for divestment | 76 | 51 | 138 | 58 | X | Moderately Aggressive Allocation |
| MMNSX | MassMutual 80/20 Allocation Y | Owns companies we recommend for divestment | 76 | 51 | 138 | 58 | X | Moderately Aggressive Allocation |
| Morningstar Balanced ETF Asset Allc I | Owns companies we recommend for divestment | 76 | 51 | 141 | 58 | X | Moderate Allocation |
| SSAOX | State Street Target Retirement 2045 R3 | Owns companies we recommend for divestment | 76 | 50 | 137 | 58 | X | Target-Date 2045 |
| Morningstar Growth ETF Asset Allc I | Owns companies we recommend for divestment | 76 | 51 | 141 | 58 | X | Moderately Aggressive Allocation |
| SSBWX | State Street Target Retirement 2030 I | Owns companies we recommend for divestment | 76 | 50 | 137 | 58 | X | Target-Date 2030 |
| SSBYX | State Street Target Retirement 2030 K | Owns companies we recommend for divestment | 76 | 50 | 137 | 58 | X | Target-Date 2030 |
| SSAJX | State Street Target Retirement 2030 R3 | Owns companies we recommend for divestment | 76 | 50 | 137 | 58 | X | Target-Date 2030 |
| SSCJX | State Street Target Retirement 2035 I | Owns companies we recommend for divestment | 76 | 50 | 137 | 58 | X | Target-Date 2035 |
| SSCKX | State Street Target Retirement 2035 K | Owns companies we recommend for divestment | 76 | 50 | 137 | 58 | X | Target-Date 2035 |
| SSAZX | State Street Target Retirement 2035 R3 | Owns companies we recommend for divestment | 76 | 50 | 137 | 58 | X | Target-Date 2035 |
| SSCNX | State Street Target Retirement 2040 I | Owns companies we recommend for divestment | 76 | 50 | 137 | 58 | X | Target-Date 2040 |
| SSCQX | State Street Target Retirement 2040 K | Owns companies we recommend for divestment | 76 | 50 | 137 | 58 | X | Target-Date 2040 |
| SSAKX | State Street Target Retirement 2040 R3 | Owns companies we recommend for divestment | 76 | 50 | 137 | 58 | X | Target-Date 2040 |
| SSDDX | State Street Target Retirement 2045 I | Owns companies we recommend for divestment | 76 | 50 | 137 | 58 | X | Target-Date 2045 |
| SSDEX | State Street Target Retirement 2045 K | Owns companies we recommend for divestment | 76 | 50 | 137 | 58 | X | Target-Date 2045 |
| FDKTX | Fidelity Advisor Freedom 2060 M | Owns companies we recommend for divestment | 67 | 47 | 107 | 52 | X | Target-Date 2060 |
| FDKQX | Fidelity Advisor Freedom 2060 I | Owns companies we recommend for divestment | 67 | 47 | 107 | 52 | X | Target-Date 2060 |
| NWMHX | Nationwide Destination 2040 R6 | Owns companies we recommend for divestment | 49 | 44 | 91 | 54 | X | Target-Date 2040 |
| FUIPX | Fidelity Freedom Index 2060 Premier | Owns companies we recommend for divestment | 52 | 48 | 93 | 57 | X | Target-Date 2060 |
| FAVPX | Fidelity Freedom Index 2045 Premier II | Owns companies we recommend for divestment | 52 | 48 | 93 | 57 | X | Target-Date 2045 |
| FFOPX | Fidelity Freedom Index 2050 Instl Prem | Owns companies we recommend for divestment | 52 | 48 | 93 | 57 | X | Target-Date 2050 |
| FIPFX | Fidelity Freedom Index 2050 Investor | Owns companies we recommend for divestment | 52 | 48 | 93 | 57 | X | Target-Date 2050 |
| FRLPX | Fidelity Freedom Index 2050 Premier | Owns companies we recommend for divestment | 52 | 48 | 93 | 57 | X | Target-Date 2050 |
| FAVQX | Fidelity Freedom Index 2050 Premier II | Owns companies we recommend for divestment | 52 | 48 | 93 | 57 | X | Target-Date 2050 |
| FFLDX | Fidelity Freedom Index 2055 Instl Prem | Owns companies we recommend for divestment | 52 | 48 | 93 | 57 | X | Target-Date 2055 |
| FDEWX | Fidelity Freedom Index 2055 Investor | Owns companies we recommend for divestment | 52 | 48 | 93 | 57 | X | Target-Date 2055 |
| FTYPX | Fidelity Freedom Index 2055 Premier | Owns companies we recommend for divestment | 52 | 48 | 93 | 57 | X | Target-Date 2055 |
| FAVRX | Fidelity Freedom Index 2055 Premier II | Owns companies we recommend for divestment | 52 | 48 | 93 | 57 | X | Target-Date 2055 |
| FFLEX | Fidelity Freedom Index 2060 Instl Prem | Owns companies we recommend for divestment | 52 | 48 | 93 | 57 | X | Target-Date 2060 |
| FDKLX | Fidelity Freedom Index 2060 Investor | Owns companies we recommend for divestment | 52 | 48 | 93 | 57 | X | Target-Date 2060 |
| FAVUX | Fidelity Freedom Index 2060 Premier II | Owns companies we recommend for divestment | 52 | 48 | 93 | 57 | X | Target-Date 2060 |
| FIOFX | Fidelity Freedom Index 2045 Investor | Owns companies we recommend for divestment | 52 | 48 | 93 | 57 | X | Target-Date 2045 |
| FFIKX | Fidelity Freedom Index 2065 Instl Prem | Owns companies we recommend for divestment | 52 | 48 | 93 | 57 | X | Target-Date 2065+ |
| FFIJX | Fidelity Freedom Index 2065 Investor | Owns companies we recommend for divestment | 52 | 48 | 93 | 57 | X | Target-Date 2065+ |
| FVIPX | Fidelity Freedom Index 2065 Premier | Owns companies we recommend for divestment | 52 | 48 | 93 | 57 | X | Target-Date 2065+ |
| FAVVX | Fidelity Freedom Index 2065 Premier II | Owns companies we recommend for divestment | 52 | 48 | 93 | 57 | X | Target-Date 2065+ |
| FRBUX | Fidelity Freedom Index 2070 Instl Prem | Owns companies we recommend for divestment | 52 | 48 | 93 | 57 | X | Target-Date 2065+ |
| FRBVX | Fidelity Freedom Index 2070 Investor | Owns companies we recommend for divestment | 52 | 48 | 93 | 57 | X | Target-Date 2065+ |
| FRBWX | Fidelity Freedom Index 2070 Premier | Owns companies we recommend for divestment | 52 | 48 | 93 | 57 | X | Target-Date 2065+ |
| FAVWX | Fidelity Freedom Index 2070 Premier II | Owns companies we recommend for divestment | 52 | 48 | 93 | 57 | X | Target-Date 2065+ |
| ARAAX | Horizon Active Risk Assist® A | Owns companies we recommend for divestment | 52 | 38 | 104 | 47 | X | Tactical Allocation |
| ACRIX | Horizon Active Risk Assist® I | Owns companies we recommend for divestment | 52 | 38 | 104 | 47 | X | Tactical Allocation |
| ARANX | Horizon Active Risk Assist® Investor | Owns companies we recommend for divestment | 52 | 38 | 104 | 47 | X | Tactical Allocation |
| LENIX | BlackRock LifePath ESG Index 2030 Instl | Owns companies we recommend for divestment | 53 | 32 | 104 | 34 | V | Target-Date 2030 |
| FQIPX | Fidelity Freedom Index 2045 Premier | Owns companies we recommend for divestment | 52 | 48 | 93 | 57 | X | Target-Date 2045 |
| FFOLX | Fidelity Freedom Index 2045 Instl Prem | Owns companies we recommend for divestment | 52 | 48 | 93 | 57 | X | Target-Date 2045 |
| LENKX | BlackRock LifePath ESG Index 2030 K | Owns companies we recommend for divestment | 53 | 32 | 104 | 34 | V | Target-Date 2030 |
| VYROX | Voya Solution Moderately Agrsv Port R6 | Owns companies we recommend for divestment | 51 | 45 | 85 | 54 | X | Moderately Aggressive Allocation |
| PCWIX | Principal SAM Conservative Growth Inst | Owns companies we recommend for divestment | 51 | 51 | 82 | 63 | X | Moderately Aggressive Allocation |
| PCGJX | Principal SAM Conservative Growth J | Owns companies we recommend for divestment | 51 | 51 | 82 | 63 | X | Moderately Aggressive Allocation |
| PCGPX | Principal SAM Conservative Growth R3 | Owns companies we recommend for divestment | 51 | 51 | 82 | 63 | X | Moderately Aggressive Allocation |
| PCWPX | Principal SAM Conservative Growth R5 | Owns companies we recommend for divestment | 51 | 51 | 82 | 63 | X | Moderately Aggressive Allocation |
| IAVAX | Voya Solution Aggressive A | Owns companies we recommend for divestment | 51 | 45 | 85 | 54 | X | Aggressive Allocation |
| IAVIX | Voya Solution Aggressive I | Owns companies we recommend for divestment | 51 | 45 | 85 | 54 | X | Aggressive Allocation |
| VYRMX | Voya Solution Aggressive R6 | Owns companies we recommend for divestment | 51 | 45 | 85 | 54 | X | Aggressive Allocation |
| IAVSX | Voya Solution Aggressive S | Owns companies we recommend for divestment | 51 | 45 | 85 | 54 | X | Aggressive Allocation |
| IAVTX | Voya Solution Aggressive S2 | Owns companies we recommend for divestment | 51 | 45 | 85 | 54 | X | Aggressive Allocation |
| IAGAX | Voya Solution Moderately Agrsv Port A | Owns companies we recommend for divestment | 51 | 45 | 85 | 54 | X | Moderately Aggressive Allocation |
| IAGIX | Voya Solution Moderately Agrsv Port I | Owns companies we recommend for divestment | 51 | 45 | 85 | 54 | X | Moderately Aggressive Allocation |
| IAGSX | Voya Solution Moderately Agrsv Port S | Owns companies we recommend for divestment | 51 | 45 | 85 | 54 | X | Moderately Aggressive Allocation |
| FAVOX | Fidelity Freedom Index 2040 Premier II | Owns companies we recommend for divestment | 52 | 48 | 93 | 57 | X | Target-Date 2040 |
| IAGTX | Voya Solution Moderately Agrsv Port S2 | Owns companies we recommend for divestment | 51 | 45 | 85 | 54 | X | Moderately Aggressive Allocation |
| FFEGX | Fidelity Freedom Index 2030 Instl Prem | Owns companies we recommend for divestment | 52 | 48 | 93 | 57 | X | Target-Date 2030 |
| FXIFX | Fidelity Freedom Index 2030 Investor | Owns companies we recommend for divestment | 52 | 48 | 93 | 57 | X | Target-Date 2030 |
| FMKPX | Fidelity Freedom Index 2030 Premier | Owns companies we recommend for divestment | 52 | 48 | 93 | 57 | X | Target-Date 2030 |
| FAUYX | Fidelity Freedom Index 2030 Premier II | Owns companies we recommend for divestment | 52 | 48 | 93 | 57 | X | Target-Date 2030 |
| FFEZX | Fidelity Freedom Index 2035 Instl Prem | Owns companies we recommend for divestment | 52 | 48 | 93 | 57 | X | Target-Date 2035 |
| FIHFX | Fidelity Freedom Index 2035 Investor | Owns companies we recommend for divestment | 52 | 48 | 93 | 57 | X | Target-Date 2035 |
| FNIPX | Fidelity Freedom Index 2035 Premier | Owns companies we recommend for divestment | 52 | 48 | 93 | 57 | X | Target-Date 2035 |
| FAVNX | Fidelity Freedom Index 2035 Premier II | Owns companies we recommend for divestment | 52 | 48 | 93 | 57 | X | Target-Date 2035 |
| FFIZX | Fidelity Freedom Index 2040 Instl Prem | Owns companies we recommend for divestment | 52 | 48 | 93 | 57 | X | Target-Date 2040 |
| FBIFX | Fidelity Freedom Index 2040 Investor | Owns companies we recommend for divestment | 52 | 48 | 93 | 57 | X | Target-Date 2040 |
| FPIPX | Fidelity Freedom Index 2040 Premier | Owns companies we recommend for divestment | 52 | 48 | 93 | 57 | X | Target-Date 2040 |
| LENAX | BlackRock LifePath ESG Index 2030 Inv A | Owns companies we recommend for divestment | 53 | 32 | 104 | 34 | V | Target-Date 2030 |
| LEJIX | BlackRock LifePath ESG Index 2035 Instl | Owns companies we recommend for divestment | 53 | 32 | 104 | 34 | V | Target-Date 2035 |
| SAGPX | Principal SAM Conservative Growth A | Owns companies we recommend for divestment | 51 | 51 | 82 | 63 | X | Moderately Aggressive Allocation |
| ARFDX | American Century One Choice 2050 C | Owns companies we recommend for divestment | 54 | 30 | 94 | 35 | X | Target-Date 2050 |
| ARDSX | American Century One Choice 2040 I | Owns companies we recommend for divestment | 54 | 30 | 94 | 35 | X | Target-Date 2040 |
| ARDVX | American Century One Choice 2040 Inv | Owns companies we recommend for divestment | 54 | 30 | 94 | 35 | X | Target-Date 2040 |
| ARDRX | American Century One Choice 2040 R | Owns companies we recommend for divestment | 54 | 30 | 94 | 35 | X | Target-Date 2040 |
| ARDUX | American Century One Choice 2040 R6 | Owns companies we recommend for divestment | 54 | 30 | 94 | 35 | X | Target-Date 2040 |
| AROAX | American Century One Choice 2045 A | Owns companies we recommend for divestment | 54 | 30 | 94 | 35 | X | Target-Date 2045 |
| AROCX | American Century One Choice 2045 C | Owns companies we recommend for divestment | 54 | 30 | 94 | 35 | X | Target-Date 2045 |
| AOOIX | American Century One Choice 2045 I | Owns companies we recommend for divestment | 54 | 30 | 94 | 35 | X | Target-Date 2045 |
| AROIX | American Century One Choice 2045 Inv | Owns companies we recommend for divestment | 54 | 30 | 94 | 35 | X | Target-Date 2045 |
| ARORX | American Century One Choice 2045 R | Owns companies we recommend for divestment | 54 | 30 | 94 | 35 | X | Target-Date 2045 |
| ARDOX | American Century One Choice 2045 R6 | Owns companies we recommend for divestment | 54 | 30 | 94 | 35 | X | Target-Date 2045 |
| ARFMX | American Century One Choice 2050 A | Owns companies we recommend for divestment | 54 | 30 | 94 | 35 | X | Target-Date 2050 |
| ARFSX | American Century One Choice 2050 I | Owns companies we recommend for divestment | 54 | 30 | 94 | 35 | X | Target-Date 2050 |
| ARDMX | American Century One Choice 2040 A | Owns companies we recommend for divestment | 54 | 30 | 94 | 35 | X | Target-Date 2040 |
| ARFVX | American Century One Choice 2050 Inv | Owns companies we recommend for divestment | 54 | 30 | 94 | 35 | X | Target-Date 2050 |
| ARFWX | American Century One Choice 2050 R | Owns companies we recommend for divestment | 54 | 30 | 94 | 35 | X | Target-Date 2050 |
| ARFEX | American Century One Choice 2050 R6 | Owns companies we recommend for divestment | 54 | 30 | 94 | 35 | X | Target-Date 2050 |
| AREMX | American Century One Choice 2055 A | Owns companies we recommend for divestment | 54 | 30 | 94 | 35 | X | Target-Date 2055 |
| AREFX | American Century One Choice 2055 C | Owns companies we recommend for divestment | 54 | 30 | 94 | 35 | X | Target-Date 2055 |
| ARENX | American Century One Choice 2055 I | Owns companies we recommend for divestment | 54 | 30 | 94 | 35 | X | Target-Date 2055 |
| AREVX | American Century One Choice 2055 Inv | Owns companies we recommend for divestment | 54 | 30 | 94 | 35 | X | Target-Date 2055 |
| AREOX | American Century One Choice 2055 R | Owns companies we recommend for divestment | 54 | 30 | 94 | 35 | X | Target-Date 2055 |
| AREUX | American Century One Choice 2055 R6 | Owns companies we recommend for divestment | 54 | 30 | 94 | 35 | X | Target-Date 2055 |
| ARGMX | American Century One Choice 2060 A | Owns companies we recommend for divestment | 54 | 30 | 94 | 35 | X | Target-Date 2060 |
| ARGHX | American Century One Choice 2060 C | Owns companies we recommend for divestment | 54 | 30 | 94 | 35 | X | Target-Date 2060 |
| ARGNX | American Century One Choice 2060 I | Owns companies we recommend for divestment | 54 | 30 | 94 | 35 | X | Target-Date 2060 |
| ARNOX | American Century One Choice 2040 C | Owns companies we recommend for divestment | 54 | 30 | 94 | 35 | X | Target-Date 2040 |
| ARLDX | American Century One Choice 2035 R6 | Owns companies we recommend for divestment | 54 | 30 | 94 | 35 | X | Target-Date 2035 |
| LEJAX | BlackRock LifePath ESG Index 2035 Inv A | Owns companies we recommend for divestment | 53 | 32 | 104 | 34 | V | Target-Date 2035 |
| LEVKX | BlackRock LifePath ESG Index 2055 K | Owns companies we recommend for divestment | 53 | 32 | 104 | 34 | V | Target-Date 2055 |
| LEJKX | BlackRock LifePath ESG Index 2035 K | Owns companies we recommend for divestment | 53 | 32 | 104 | 34 | V | Target-Date 2035 |
| LEKIX | BlackRock LifePath ESG Index 2040 Instl | Owns companies we recommend for divestment | 53 | 32 | 104 | 34 | V | Target-Date 2040 |
| LEKAX | BlackRock LifePath ESG Index 2040 Inv A | Owns companies we recommend for divestment | 53 | 32 | 104 | 34 | V | Target-Date 2040 |
| LEKKX | BlackRock LifePath ESG Index 2040 K | Owns companies we recommend for divestment | 53 | 32 | 104 | 34 | V | Target-Date 2040 |
| LEHIX | BlackRock LifePath ESG Index 2045 Instl | Owns companies we recommend for divestment | 53 | 32 | 104 | 34 | V | Target-Date 2045 |
| LEHAX | BlackRock LifePath ESG Index 2045 Inv A | Owns companies we recommend for divestment | 53 | 32 | 104 | 34 | V | Target-Date 2045 |
| LEHKX | BlackRock LifePath ESG Index 2045 K | Owns companies we recommend for divestment | 53 | 32 | 104 | 34 | V | Target-Date 2045 |
| LEGIX | BlackRock LifePath ESG Index 2050 Instl | Owns companies we recommend for divestment | 53 | 32 | 104 | 34 | V | Target-Date 2050 |
| LEBAX | BlackRock LifePath ESG Index 2050 Inv A | Owns companies we recommend for divestment | 53 | 32 | 104 | 34 | V | Target-Date 2050 |
| LEPKX | BlackRock LifePath ESG Index 2050 K | Owns companies we recommend for divestment | 53 | 32 | 104 | 34 | V | Target-Date 2050 |
| LEEIX | BlackRock LifePath ESG Index 2055 Instl | Owns companies we recommend for divestment | 53 | 32 | 104 | 34 | V | Target-Date 2055 |
| LEVAX | BlackRock LifePath ESG Index 2055 Inv A | Owns companies we recommend for divestment | 53 | 32 | 104 | 34 | V | Target-Date 2055 |
| LEZIX | BlackRock LifePath ESG Index 2060 Instl | Owns companies we recommend for divestment | 53 | 32 | 104 | 34 | V | Target-Date 2060 |
| ARYRX | American Century One Choice 2035 R | Owns companies we recommend for divestment | 54 | 30 | 94 | 35 | X | Target-Date 2035 |
| LEZAX | BlackRock LifePath ESG Index 2060 Inv A | Owns companies we recommend for divestment | 53 | 32 | 104 | 34 | V | Target-Date 2060 |
| LEZKX | BlackRock LifePath ESG Index 2060 K | Owns companies we recommend for divestment | 53 | 32 | 104 | 34 | V | Target-Date 2060 |
| LEWIX | BlackRock LifePath ESG Index 2065 Instl | Owns companies we recommend for divestment | 53 | 32 | 104 | 34 | V | Target-Date 2065+ |
| LEWAX | BlackRock LifePath ESG Index 2065 Inv A | Owns companies we recommend for divestment | 53 | 32 | 104 | 34 | V | Target-Date 2065+ |
| LEWKX | BlackRock LifePath ESG Index 2065 K | Owns companies we recommend for divestment | 53 | 32 | 104 | 34 | V | Target-Date 2065+ |
| LEYIX | BlackRock LifePath® ESG Idx 2070 Instl | Owns companies we recommend for divestment | 53 | 32 | 104 | 34 | V | Target-Date 2065+ |
| LEYAX | BlackRock LifePath® ESG Idx 2070 Inv A | Owns companies we recommend for divestment | 53 | 32 | 104 | 34 | V | Target-Date 2065+ |
| LEYKX | BlackRock LifePath® ESG Idx 2070 K | Owns companies we recommend for divestment | 53 | 32 | 104 | 34 | V | Target-Date 2065+ |
| ARYAX | American Century One Choice 2035 A | Owns companies we recommend for divestment | 54 | 30 | 94 | 35 | X | Target-Date 2035 |
| ARLCX | American Century One Choice 2035 C | Owns companies we recommend for divestment | 54 | 30 | 94 | 35 | X | Target-Date 2035 |
| ARLIX | American Century One Choice 2035 I | Owns companies we recommend for divestment | 54 | 30 | 94 | 35 | X | Target-Date 2035 |
| ARYIX | American Century One Choice 2035 Inv | Owns companies we recommend for divestment | 54 | 30 | 94 | 35 | X | Target-Date 2035 |
| SCGPX | Principal SAM Conservative Growth C | Owns companies we recommend for divestment | 51 | 51 | 82 | 63 | X | Moderately Aggressive Allocation |
| PSBFX | Principal SAM Balanced R5 | Owns companies we recommend for divestment | 51 | 51 | 82 | 63 | X | Moderate Allocation |
| ARGRX | American Century One Choice 2060 R | Owns companies we recommend for divestment | 54 | 30 | 94 | 35 | X | Target-Date 2060 |
| TLZIX | Nuveen Lifecycle Index 2040 R6 | Owns companies we recommend for divestment | 49 | 44 | 87 | 54 | X | Target-Date 2040 |
| NDMSX | Nationwide Inv Dest Mod Agrsv Svc | Owns companies we recommend for divestment | 49 | 44 | 92 | 54 | X | Moderately Aggressive Allocation |
| TLHHX | Nuveen Lifecycle Index 2030 I | Owns companies we recommend for divestment | 49 | 44 | 87 | 54 | X | Target-Date 2030 |
| TLHPX | Nuveen Lifecycle Index 2030 Premier | Owns companies we recommend for divestment | 49 | 44 | 87 | 54 | X | Target-Date 2030 |
| TLHIX | Nuveen Lifecycle Index 2030 R6 | Owns companies we recommend for divestment | 49 | 44 | 87 | 54 | X | Target-Date 2030 |
| TLHRX | Nuveen Lifecycle Index 2030 Retire | Owns companies we recommend for divestment | 49 | 44 | 87 | 54 | X | Target-Date 2030 |
| TLYHX | Nuveen Lifecycle Index 2035 I | Owns companies we recommend for divestment | 49 | 44 | 87 | 54 | X | Target-Date 2035 |
| TLYPX | Nuveen Lifecycle Index 2035 Premier | Owns companies we recommend for divestment | 49 | 44 | 87 | 54 | X | Target-Date 2035 |
| TLYIX | Nuveen Lifecycle Index 2035 R6 | Owns companies we recommend for divestment | 49 | 44 | 87 | 54 | X | Target-Date 2035 |
| TLYRX | Nuveen Lifecycle Index 2035 Retire | Owns companies we recommend for divestment | 49 | 44 | 87 | 54 | X | Target-Date 2035 |
| TLZHX | Nuveen Lifecycle Index 2040 I | Owns companies we recommend for divestment | 49 | 44 | 87 | 54 | X | Target-Date 2040 |
| TLPRX | Nuveen Lifecycle Index 2040 Premier | Owns companies we recommend for divestment | 49 | 44 | 87 | 54 | X | Target-Date 2040 |
| TLZRX | Nuveen Lifecycle Index 2040 Retire | Owns companies we recommend for divestment | 49 | 44 | 87 | 54 | X | Target-Date 2040 |
| GMARX | Nationwide Inv Dest Mod Agrsv R | Owns companies we recommend for divestment | 49 | 44 | 92 | 54 | X | Moderately Aggressive Allocation |
| TLMHX | Nuveen Lifecycle Index 2045 I | Owns companies we recommend for divestment | 49 | 44 | 87 | 54 | X | Target-Date 2045 |
| TLMPX | Nuveen Lifecycle Index 2045 Premier | Owns companies we recommend for divestment | 49 | 44 | 87 | 54 | X | Target-Date 2045 |
| TLXIX | Nuveen Lifecycle Index 2045 R6 | Owns companies we recommend for divestment | 49 | 44 | 87 | 54 | X | Target-Date 2045 |
| TLMRX | Nuveen Lifecycle Index 2045 Retire | Owns companies we recommend for divestment | 49 | 44 | 87 | 54 | X | Target-Date 2045 |
| TLLHX | Nuveen Lifecycle Index 2050 I | Owns companies we recommend for divestment | 49 | 44 | 87 | 54 | X | Target-Date 2050 |
| TLLPX | Nuveen Lifecycle Index 2050 Premier | Owns companies we recommend for divestment | 49 | 44 | 87 | 54 | X | Target-Date 2050 |
| TLLIX | Nuveen Lifecycle Index 2050 R6 | Owns companies we recommend for divestment | 49 | 44 | 87 | 54 | X | Target-Date 2050 |
| TLLRX | Nuveen Lifecycle Index 2050 Retire | Owns companies we recommend for divestment | 49 | 44 | 87 | 54 | X | Target-Date 2050 |
| TTIHX | Nuveen Lifecycle Index 2055 I | Owns companies we recommend for divestment | 49 | 44 | 87 | 54 | X | Target-Date 2055 |
| TTIPX | Nuveen Lifecycle Index 2055 Premier | Owns companies we recommend for divestment | 49 | 44 | 87 | 54 | X | Target-Date 2055 |
| TTIIX | Nuveen Lifecycle Index 2055 R6 | Owns companies we recommend for divestment | 49 | 44 | 87 | 54 | X | Target-Date 2055 |
| TTIRX | Nuveen Lifecycle Index 2055 Retire | Owns companies we recommend for divestment | 49 | 44 | 87 | 54 | X | Target-Date 2055 |
| GMIAX | Nationwide Inv Dest Mod Agrsv R6 | Owns companies we recommend for divestment | 49 | 44 | 92 | 54 | X | Moderately Aggressive Allocation |
| NWWIX | Nationwide Inv Dest Mod Agrsv Instl Svc | Owns companies we recommend for divestment | 49 | 44 | 92 | 54 | X | Moderately Aggressive Allocation |
| TVIPX | Nuveen Lifecycle Index 2060 Premier | Owns companies we recommend for divestment | 49 | 44 | 87 | 54 | X | Target-Date 2060 |
| NTDIX | Nationwide Destination 2055 R6 | Owns companies we recommend for divestment | 49 | 44 | 91 | 54 | X | Target-Date 2055 |
| NWNAX | Nationwide Destination 2045 A | Owns companies we recommend for divestment | 49 | 44 | 91 | 54 | X | Target-Date 2045 |
| NWNSX | Nationwide Destination 2045 Instl Svc | Owns companies we recommend for divestment | 49 | 44 | 91 | 54 | X | Target-Date 2045 |
| NWNBX | Nationwide Destination 2045 R | Owns companies we recommend for divestment | 49 | 44 | 91 | 54 | X | Target-Date 2045 |
| NWNIX | Nationwide Destination 2045 R6 | Owns companies we recommend for divestment | 49 | 44 | 91 | 54 | X | Target-Date 2045 |
| NWOAX | Nationwide Destination 2050 A | Owns companies we recommend for divestment | 49 | 44 | 91 | 54 | X | Target-Date 2050 |
| NWOSX | Nationwide Destination 2050 Instl Svc | Owns companies we recommend for divestment | 49 | 44 | 91 | 54 | X | Target-Date 2050 |
| NWOBX | Nationwide Destination 2050 R | Owns companies we recommend for divestment | 49 | 44 | 91 | 54 | X | Target-Date 2050 |
| NWOIX | Nationwide Destination 2050 R6 | Owns companies we recommend for divestment | 49 | 44 | 91 | 54 | X | Target-Date 2050 |
| NTDAX | Nationwide Destination 2055 A | Owns companies we recommend for divestment | 49 | 44 | 91 | 54 | X | Target-Date 2055 |
| NTDSX | Nationwide Destination 2055 Instl Svc | Owns companies we recommend for divestment | 49 | 44 | 91 | 54 | X | Target-Date 2055 |
| NTDTX | Nationwide Destination 2055 R | Owns companies we recommend for divestment | 49 | 44 | 91 | 54 | X | Target-Date 2055 |
| NWWRX | Nationwide Destination 2060 A | Owns companies we recommend for divestment | 49 | 44 | 91 | 54 | X | Target-Date 2060 |
| NDMAX | Nationwide Inv Dest Mod Agrsv A | Owns companies we recommend for divestment | 49 | 44 | 92 | 54 | X | Moderately Aggressive Allocation |
| NWWVX | Nationwide Destination 2060 Instl Svc | Owns companies we recommend for divestment | 49 | 44 | 91 | 54 | X | Target-Date 2060 |
| NWWTX | Nationwide Destination 2060 R | Owns companies we recommend for divestment | 49 | 44 | 91 | 54 | X | Target-Date 2060 |
| NWWUX | Nationwide Destination 2060 R6 | Owns companies we recommend for divestment | 49 | 44 | 91 | 54 | X | Target-Date 2060 |
| NWAQX | Nationwide Destination 2065 A | Owns companies we recommend for divestment | 49 | 44 | 91 | 54 | X | Target-Date 2065+ |
| NWATX | Nationwide Destination 2065 Instl Sv | Owns companies we recommend for divestment | 49 | 44 | 91 | 54 | X | Target-Date 2065+ |
| NWARX | Nationwide Destination 2065 R | Owns companies we recommend for divestment | 49 | 44 | 91 | 54 | X | Target-Date 2065+ |
| NWASX | Nationwide Destination 2065 R6 | Owns companies we recommend for divestment | 49 | 44 | 91 | 54 | X | Target-Date 2065+ |
| NDAAX | Nationwide Inv Dest Agrsv A | Owns companies we recommend for divestment | 49 | 44 | 92 | 54 | X | Aggressive Allocation |
| NWWHX | Nationwide Inv Dest Agrsv Instl Svc | Owns companies we recommend for divestment | 49 | 44 | 92 | 54 | X | Aggressive Allocation |
| GAFRX | Nationwide Inv Dest Agrsv R | Owns companies we recommend for divestment | 49 | 44 | 92 | 54 | X | Aggressive Allocation |
| GAIDX | Nationwide Inv Dest Agrsv R6 | Owns companies we recommend for divestment | 49 | 44 | 92 | 54 | X | Aggressive Allocation |
| NDASX | Nationwide Inv Dest Agrsv Svc | Owns companies we recommend for divestment | 49 | 44 | 92 | 54 | X | Aggressive Allocation |
| TVIHX | Nuveen Lifecycle Index 2060 I | Owns companies we recommend for divestment | 49 | 44 | 87 | 54 | X | Target-Date 2060 |
| TVIIX | Nuveen Lifecycle Index 2060 R6 | Owns companies we recommend for divestment | 49 | 44 | 87 | 54 | X | Target-Date 2060 |
| PBAPX | Principal SAM Balanced R3 | Owns companies we recommend for divestment | 51 | 51 | 82 | 63 | X | Moderate Allocation |
| VIQSX | Voya Index Solution 2065 Port S | Owns companies we recommend for divestment | 49 | 44 | 86 | 54 | X | Target-Date 2065+ |
| IISNX | Voya Index Solution 2055 Port I | Owns companies we recommend for divestment | 49 | 44 | 86 | 54 | X | Target-Date 2055 |
| IISSX | Voya Index Solution 2055 Port S | Owns companies we recommend for divestment | 49 | 44 | 86 | 54 | X | Target-Date 2055 |
| IISTX | Voya Index Solution 2055 Port S2 | Owns companies we recommend for divestment | 49 | 44 | 86 | 54 | X | Target-Date 2055 |
| VSZHX | Voya Index Solution 2055 Port Z | Owns companies we recommend for divestment | 49 | 44 | 86 | 54 | X | Target-Date 2055 |
| VPSAX | Voya Index Solution 2060 Port ADV | Owns companies we recommend for divestment | 49 | 44 | 86 | 54 | X | Target-Date 2060 |
| VISPX | Voya Index Solution 2060 Port I | Owns companies we recommend for divestment | 49 | 44 | 86 | 54 | X | Target-Date 2060 |
| VPISX | Voya Index Solution 2060 Port S | Owns companies we recommend for divestment | 49 | 44 | 86 | 54 | X | Target-Date 2060 |
| VPSSX | Voya Index Solution 2060 Port S2 | Owns companies we recommend for divestment | 49 | 44 | 86 | 54 | X | Target-Date 2060 |
| VSZIX | Voya Index Solution 2060 Port Z | Owns companies we recommend for divestment | 49 | 44 | 86 | 54 | X | Target-Date 2060 |
| VIQAX | Voya Index Solution 2065 Port ADV | Owns companies we recommend for divestment | 49 | 44 | 86 | 54 | X | Target-Date 2065+ |
| VIQIX | Voya Index Solution 2065 Port I | Owns companies we recommend for divestment | 49 | 44 | 86 | 54 | X | Target-Date 2065+ |
| VIQUX | Voya Index Solution 2065 Port S2 | Owns companies we recommend for divestment | 49 | 44 | 86 | 54 | X | Target-Date 2065+ |
| VSZGX | Voya Index Solution 2050 Port Z | Owns companies we recommend for divestment | 49 | 44 | 86 | 54 | X | Target-Date 2050 |
| VIQZX | Voya Index Solution 2065 Port Z | Owns companies we recommend for divestment | 49 | 44 | 86 | 54 | X | Target-Date 2065+ |
| FFNOX | Fidelity Multi-Asset Index | Owns companies we recommend for divestment | 50 | 45 | 90 | 56 | X | Moderately Aggressive Allocation |
| JNL Aggressive Growth Allocation A | Owns companies we recommend for divestment | 51 | 35 | 77 | 39 | X | Aggressive Allocation |
| JNL Aggressive Growth Allocation I | Owns companies we recommend for divestment | 51 | 35 | 77 | 39 | X | Aggressive Allocation |
| JNL Growth Allocation A | Owns companies we recommend for divestment | 51 | 35 | 77 | 39 | X | Moderately Aggressive Allocation |
| JNL Growth Allocation I | Owns companies we recommend for divestment | 51 | 35 | 77 | 39 | X | Moderately Aggressive Allocation |
| JNL Moderate Growth Allocation A | Owns companies we recommend for divestment | 51 | 33 | 77 | 37 | X | Moderate Allocation |
| JNL Moderate Growth Allocation I | Owns companies we recommend for divestment | 51 | 33 | 77 | 37 | X | Moderate Allocation |
| SABPX | Principal SAM Balanced A | Owns companies we recommend for divestment | 51 | 51 | 82 | 63 | X | Moderate Allocation |
| SCBPX | Principal SAM Balanced C | Owns companies we recommend for divestment | 51 | 51 | 82 | 63 | X | Moderate Allocation |
| PSBIX | Principal SAM Balanced Inst | Owns companies we recommend for divestment | 51 | 51 | 82 | 63 | X | Moderate Allocation |
| PSAJX | Principal SAM Balanced J | Owns companies we recommend for divestment | 51 | 51 | 82 | 63 | X | Moderate Allocation |
| IISAX | Voya Index Solution 2055 Port ADV | Owns companies we recommend for divestment | 49 | 44 | 86 | 54 | X | Target-Date 2055 |
| IDXSX | Voya Index Solution 2050 Port S2 | Owns companies we recommend for divestment | 49 | 44 | 86 | 54 | X | Target-Date 2050 |
| TVITX | Nuveen Lifecycle Index 2060 Retire | Owns companies we recommend for divestment | 49 | 44 | 87 | 54 | X | Target-Date 2060 |
| IXISX | Voya Index Solution 2035 Port S2 | Owns companies we recommend for divestment | 49 | 44 | 86 | 54 | X | Target-Date 2035 |
| TFIHX | Nuveen Lifecycle Index 2065 I | Owns companies we recommend for divestment | 49 | 44 | 87 | 54 | X | Target-Date 2065+ |
| TFIPX | Nuveen Lifecycle Index 2065 Premier | Owns companies we recommend for divestment | 49 | 44 | 87 | 54 | X | Target-Date 2065+ |
| TFITX | Nuveen Lifecycle Index 2065 R6 | Owns companies we recommend for divestment | 49 | 44 | 87 | 54 | X | Target-Date 2065+ |
| TFIRX | Nuveen Lifecycle Index 2065 Ret | Owns companies we recommend for divestment | 49 | 44 | 87 | 54 | X | Target-Date 2065+ |
| IDXFX | Voya Index Solution 2030 Port ADV | Owns companies we recommend for divestment | 49 | 44 | 86 | 54 | X | Target-Date 2030 |
| IDXGX | Voya Index Solution 2030 Port I | Owns companies we recommend for divestment | 49 | 44 | 86 | 54 | X | Target-Date 2030 |
| IDXHX | Voya Index Solution 2030 Port S | Owns companies we recommend for divestment | 49 | 44 | 86 | 54 | X | Target-Date 2030 |
| IDXIX | Voya Index Solution 2030 Port S2 | Owns companies we recommend for divestment | 49 | 44 | 86 | 54 | X | Target-Date 2030 |
| VSZCX | Voya Index Solution 2030 Port Z | Owns companies we recommend for divestment | 49 | 44 | 86 | 54 | X | Target-Date 2030 |
| ISEAX | Voya Index Solution 2035 Port ADV | Owns companies we recommend for divestment | 49 | 44 | 86 | 54 | X | Target-Date 2035 |
| ISEIX | Voya Index Solution 2035 Port I | Owns companies we recommend for divestment | 49 | 44 | 86 | 54 | X | Target-Date 2035 |
| ISESX | Voya Index Solution 2035 Port S | Owns companies we recommend for divestment | 49 | 44 | 86 | 54 | X | Target-Date 2035 |
| VSZDX | Voya Index Solution 2035 Port Z | Owns companies we recommend for divestment | 49 | 44 | 86 | 54 | X | Target-Date 2035 |
| IDXRX | Voya Index Solution 2050 Port S | Owns companies we recommend for divestment | 49 | 44 | 86 | 54 | X | Target-Date 2050 |
| IDXKX | Voya Index Solution 2040 Port ADV | Owns companies we recommend for divestment | 49 | 44 | 86 | 54 | X | Target-Date 2040 |
| IDXLX | Voya Index Solution 2040 Port I | Owns companies we recommend for divestment | 49 | 44 | 86 | 54 | X | Target-Date 2040 |
| IDXMX | Voya Index Solution 2040 Port S | Owns companies we recommend for divestment | 49 | 44 | 86 | 54 | X | Target-Date 2040 |
| IDXNX | Voya Index Solution 2040 Port S2 | Owns companies we recommend for divestment | 49 | 44 | 86 | 54 | X | Target-Date 2040 |
| VSZEX | Voya Index Solution 2040 Port Z | Owns companies we recommend for divestment | 49 | 44 | 86 | 54 | X | Target-Date 2040 |
| ISJAX | Voya Index Solution 2045 Port ADV | Owns companies we recommend for divestment | 49 | 44 | 86 | 54 | X | Target-Date 2045 |
| ISJIX | Voya Index Solution 2045 Port I | Owns companies we recommend for divestment | 49 | 44 | 86 | 54 | X | Target-Date 2045 |
| ISJSX | Voya Index Solution 2045 Port S | Owns companies we recommend for divestment | 49 | 44 | 86 | 54 | X | Target-Date 2045 |
| ISVLX | Voya Index Solution 2045 Port S2 | Owns companies we recommend for divestment | 49 | 44 | 86 | 54 | X | Target-Date 2045 |
| VSZFX | Voya Index Solution 2045 Port Z | Owns companies we recommend for divestment | 49 | 44 | 86 | 54 | X | Target-Date 2045 |
| IDXPX | Voya Index Solution 2050 Port ADV | Owns companies we recommend for divestment | 49 | 44 | 86 | 54 | X | Target-Date 2050 |
| IDXQX | Voya Index Solution 2050 Port I | Owns companies we recommend for divestment | 49 | 44 | 86 | 54 | X | Target-Date 2050 |
| ARGVX | American Century One Choice 2060 Inv | Owns companies we recommend for divestment | 54 | 30 | 94 | 35 | X | Target-Date 2060 |
| ARGDX | American Century One Choice 2060 R6 | Owns companies we recommend for divestment | 54 | 30 | 94 | 35 | X | Target-Date 2060 |
| FDKSX | Fidelity Advisor Freedom 2060 C | Owns companies we recommend for divestment | 67 | 47 | 107 | 52 | X | Target-Date 2060 |
| LIZAX | BlackRock LifePath® Index 2060 Inv A | Owns companies we recommend for divestment | 63 | 49 | 115 | 56 | X | Target-Date 2060 |
| LIHPX | BlackRock LifePath® Index 2045 Inv P | Owns companies we recommend for divestment | 63 | 49 | 115 | 56 | X | Target-Date 2045 |
| LIHKX | BlackRock LifePath® Index 2045 K | Owns companies we recommend for divestment | 63 | 49 | 115 | 56 | X | Target-Date 2045 |
| LIPIX | BlackRock LifePath® Index 2050 Instl | Owns companies we recommend for divestment | 63 | 49 | 115 | 56 | X | Target-Date 2050 |
| LIPAX | BlackRock LifePath® Index 2050 Inv A | Owns companies we recommend for divestment | 63 | 49 | 115 | 56 | X | Target-Date 2050 |
| LIPPX | BlackRock LifePath® Index 2050 Inv P | Owns companies we recommend for divestment | 63 | 49 | 115 | 56 | X | Target-Date 2050 |
| LIPKX | BlackRock LifePath® Index 2050 K | Owns companies we recommend for divestment | 63 | 49 | 115 | 56 | X | Target-Date 2050 |
| LIVIX | BlackRock LifePath® Index 2055 Instl | Owns companies we recommend for divestment | 63 | 49 | 115 | 56 | X | Target-Date 2055 |
| LIVAX | BlackRock LifePath® Index 2055 Inv A | Owns companies we recommend for divestment | 63 | 49 | 115 | 56 | X | Target-Date 2055 |
| LIVPX | BlackRock LifePath® Index 2055 Inv P | Owns companies we recommend for divestment | 63 | 49 | 115 | 56 | X | Target-Date 2055 |
| LIVKX | BlackRock LifePath® Index 2055 K | Owns companies we recommend for divestment | 63 | 49 | 115 | 56 | X | Target-Date 2055 |
| LIZIX | BlackRock LifePath® Index 2060 Instl | Owns companies we recommend for divestment | 63 | 49 | 115 | 56 | X | Target-Date 2060 |
| LIZPX | BlackRock LifePath® Index 2060 Inv P | Owns companies we recommend for divestment | 63 | 49 | 115 | 56 | X | Target-Date 2060 |
| LIHIX | BlackRock LifePath® Index 2045 Instl | Owns companies we recommend for divestment | 63 | 49 | 115 | 56 | X | Target-Date 2045 |
| LIZKX | BlackRock LifePath® Index 2060 K | Owns companies we recommend for divestment | 63 | 49 | 115 | 56 | X | Target-Date 2060 |
| LIWIX | BlackRock LifePath® Index 2065 Instl | Owns companies we recommend for divestment | 63 | 49 | 115 | 56 | X | Target-Date 2065+ |
| LIWAX | BlackRock LifePath® Index 2065 Inv A | Owns companies we recommend for divestment | 63 | 49 | 115 | 56 | X | Target-Date 2065+ |
| LIWPX | BlackRock LifePath® Index 2065 Inv P | Owns companies we recommend for divestment | 63 | 49 | 115 | 56 | X | Target-Date 2065+ |
| LIWKX | BlackRock LifePath® Index 2065 K | Owns companies we recommend for divestment | 63 | 49 | 115 | 56 | X | Target-Date 2065+ |
| LIYIX | BlackRock LifePath® Index 2070 Instl | Owns companies we recommend for divestment | 63 | 49 | 115 | 56 | X | Target-Date 2065+ |
| LIYAX | BlackRock LifePath® Index 2070 Inv A | Owns companies we recommend for divestment | 63 | 49 | 115 | 56 | X | Target-Date 2065+ |
| LIYKX | BlackRock LifePath® Index 2070 K | Owns companies we recommend for divestment | 63 | 49 | 115 | 56 | X | Target-Date 2065+ |
| LIYPX | BlackRock LifePath® Index 2070 P | Owns companies we recommend for divestment | 63 | 49 | 115 | 56 | X | Target-Date 2065+ |
| MGXAX | NYLI Equity Allocation Class A | Owns companies we recommend for divestment | 63 | 40 | 119 | 41 | X | Aggressive Allocation |
| MGXCX | NYLI Equity Allocation Class C | Owns companies we recommend for divestment | 63 | 40 | 119 | 41 | X | Aggressive Allocation |
| MGXIX | NYLI Equity Allocation Class I | Owns companies we recommend for divestment | 63 | 40 | 119 | 41 | X | Aggressive Allocation |
| LIHAX | BlackRock LifePath® Index 2045 Inv A | Owns companies we recommend for divestment | 63 | 49 | 115 | 56 | X | Target-Date 2045 |
| LIKKX | BlackRock LifePath® Index 2040 K | Owns companies we recommend for divestment | 63 | 49 | 115 | 56 | X | Target-Date 2040 |
| MGXSX | NYLI Equity Allocation SIMPLE Class | Owns companies we recommend for divestment | 63 | 40 | 119 | 41 | X | Aggressive Allocation |
| TCTVX | Transamerica ClearTrack® 2055 R3 | Owns companies we recommend for divestment | 62 | 32 | 121 | 41 | X | Target-Date 2055 |
| FLFSX | Franklin LifeSmart 2060 RetTrgt R6 | Owns companies we recommend for divestment | 61 | 33 | 107 | 40 | X | Target-Date 2060 |
| SBALX | Victory Strategic Allocation A | Owns companies we recommend for divestment | 61 | 38 | 117 | 43 | X | Global Allocation |
| VBFCX | Victory Strategic Allocation C | Owns companies we recommend for divestment | 61 | 38 | 117 | 43 | X | Global Allocation |
| VBFIX | Victory Strategic Allocation I | Owns companies we recommend for divestment | 61 | 38 | 117 | 43 | X | Global Allocation |
| HASAX | Horizon Active Asset Allocation A | Owns companies we recommend for divestment | 62 | 46 | 116 | 55 | X | Tactical Allocation |
| HASIX | Horizon Active Asset Allocation I | Owns companies we recommend for divestment | 62 | 46 | 116 | 55 | X | Tactical Allocation |
| AAANX | Horizon Active Asset Allocation Investor | Owns companies we recommend for divestment | 62 | 46 | 116 | 55 | X | Tactical Allocation |
| TCTMX | Transamerica ClearTrack® 2035 R3 | Owns companies we recommend for divestment | 62 | 32 | 121 | 41 | X | Target-Date 2035 |
| TCTQX | Transamerica ClearTrack® 2040 R3 | Owns companies we recommend for divestment | 62 | 32 | 121 | 41 | X | Target-Date 2040 |
| TCTTX | Transamerica ClearTrack® 2045 R3 | Owns companies we recommend for divestment | 62 | 32 | 121 | 41 | X | Target-Date 2045 |
| TCTUX | Transamerica ClearTrack® 2050 R3 | Owns companies we recommend for divestment | 62 | 32 | 121 | 41 | X | Target-Date 2050 |
| TCTSX | Transamerica ClearTrack® 2055 R6 | Owns companies we recommend for divestment | 62 | 32 | 121 | 41 | X | Target-Date 2055 |
| LIKPX | BlackRock LifePath® Index 2040 Inv P | Owns companies we recommend for divestment | 63 | 49 | 115 | 56 | X | Target-Date 2040 |
| TCTYX | Transamerica ClearTrack® 2060 R3 | Owns companies we recommend for divestment | 62 | 32 | 121 | 41 | X | Target-Date 2060 |
| TCSSX | Transamerica ClearTrack® 2060 R6 | Owns companies we recommend for divestment | 62 | 32 | 121 | 41 | X | Target-Date 2060 |
| LINIX | BlackRock LifePath® Index 2030 Instl | Owns companies we recommend for divestment | 63 | 49 | 115 | 56 | X | Target-Date 2030 |
| LINAX | BlackRock LifePath® Index 2030 Inv A | Owns companies we recommend for divestment | 63 | 49 | 115 | 56 | X | Target-Date 2030 |
| LIDPX | BlackRock LifePath® Index 2030 Inv P | Owns companies we recommend for divestment | 63 | 49 | 115 | 56 | X | Target-Date 2030 |
| LINKX | BlackRock LifePath® Index 2030 K | Owns companies we recommend for divestment | 63 | 49 | 115 | 56 | X | Target-Date 2030 |
| LIJIX | BlackRock LifePath® Index 2035 Instl | Owns companies we recommend for divestment | 63 | 49 | 115 | 56 | X | Target-Date 2035 |
| LIJAX | BlackRock LifePath® Index 2035 Inv A | Owns companies we recommend for divestment | 63 | 49 | 115 | 56 | X | Target-Date 2035 |
| LIJPX | BlackRock LifePath® Index 2035 Inv P | Owns companies we recommend for divestment | 63 | 49 | 115 | 56 | X | Target-Date 2035 |
| LIJKX | BlackRock LifePath® Index 2035 K | Owns companies we recommend for divestment | 63 | 49 | 115 | 56 | X | Target-Date 2035 |
| LIKIX | BlackRock LifePath® Index 2040 Instl | Owns companies we recommend for divestment | 63 | 49 | 115 | 56 | X | Target-Date 2040 |
| LIKAX | BlackRock LifePath® Index 2040 Inv A | Owns companies we recommend for divestment | 63 | 49 | 115 | 56 | X | Target-Date 2040 |
| MGXNX | NYLI Equity Allocation Investor Class | Owns companies we recommend for divestment | 63 | 40 | 119 | 41 | X | Aggressive Allocation |
| MGDAX | NYLI Growth Allocation Class A | Owns companies we recommend for divestment | 64 | 40 | 121 | 41 | X | Moderately Aggressive Allocation |
| FLBSX | Franklin LifeSmart 2060 RetTrgt C | Owns companies we recommend for divestment | 61 | 33 | 107 | 40 | X | Target-Date 2060 |
| FIJQX | Fidelity Advisor Freedom 2045 Z | Owns companies we recommend for divestment | 67 | 47 | 107 | 52 | X | Target-Date 2045 |
| FAFFX | Fidelity Advisor Freedom 2040 A | Owns companies we recommend for divestment | 67 | 47 | 107 | 52 | X | Target-Date 2040 |
| FCFFX | Fidelity Advisor Freedom 2040 C | Owns companies we recommend for divestment | 67 | 47 | 107 | 52 | X | Target-Date 2040 |
| FIFFX | Fidelity Advisor Freedom 2040 I | Owns companies we recommend for divestment | 67 | 47 | 107 | 52 | X | Target-Date 2040 |
| FKGLX | Fidelity Advisor Freedom 2040 K6 | Owns companies we recommend for divestment | 67 | 47 | 107 | 52 | X | Target-Date 2040 |
| FTFFX | Fidelity Advisor Freedom 2040 M | Owns companies we recommend for divestment | 67 | 47 | 107 | 52 | X | Target-Date 2040 |
| FIJPX | Fidelity Advisor Freedom 2040 Z | Owns companies we recommend for divestment | 67 | 47 | 107 | 52 | X | Target-Date 2040 |
| FFFZX | Fidelity Advisor Freedom 2045 A | Owns companies we recommend for divestment | 67 | 47 | 107 | 52 | X | Target-Date 2045 |
| FFFJX | Fidelity Advisor Freedom 2045 C | Owns companies we recommend for divestment | 67 | 47 | 107 | 52 | X | Target-Date 2045 |
| FFFIX | Fidelity Advisor Freedom 2045 I | Owns companies we recommend for divestment | 67 | 47 | 107 | 52 | X | Target-Date 2045 |
| FCGLX | Fidelity Advisor Freedom 2045 K6 | Owns companies we recommend for divestment | 67 | 47 | 107 | 52 | X | Target-Date 2045 |
| FFFTX | Fidelity Advisor Freedom 2045 M | Owns companies we recommend for divestment | 67 | 47 | 107 | 52 | X | Target-Date 2045 |
| FFFLX | Fidelity Advisor Freedom 2050 A | Owns companies we recommend for divestment | 67 | 47 | 107 | 52 | X | Target-Date 2050 |
| FTTHX | Fidelity Advisor Freedom 2035 M | Owns companies we recommend for divestment | 67 | 47 | 107 | 52 | X | Target-Date 2035 |
| FFFYX | Fidelity Advisor Freedom 2050 C | Owns companies we recommend for divestment | 67 | 47 | 107 | 52 | X | Target-Date 2050 |
| FFFPX | Fidelity Advisor Freedom 2050 I | Owns companies we recommend for divestment | 67 | 47 | 107 | 52 | X | Target-Date 2050 |
| FVGLX | Fidelity Advisor Freedom 2050 K6 | Owns companies we recommend for divestment | 67 | 47 | 107 | 52 | X | Target-Date 2050 |
| FFFQX | Fidelity Advisor Freedom 2050 M | Owns companies we recommend for divestment | 67 | 47 | 107 | 52 | X | Target-Date 2050 |
| FIJRX | Fidelity Advisor Freedom 2050 Z | Owns companies we recommend for divestment | 67 | 47 | 107 | 52 | X | Target-Date 2050 |
| FHFAX | Fidelity Advisor Freedom 2055 A | Owns companies we recommend for divestment | 67 | 47 | 107 | 52 | X | Target-Date 2055 |
| FHFCX | Fidelity Advisor Freedom 2055 C | Owns companies we recommend for divestment | 67 | 47 | 107 | 52 | X | Target-Date 2055 |
| FHFIX | Fidelity Advisor Freedom 2055 I | Owns companies we recommend for divestment | 67 | 47 | 107 | 52 | X | Target-Date 2055 |
| FBGLX | Fidelity Advisor Freedom 2055 K6 | Owns companies we recommend for divestment | 67 | 47 | 107 | 52 | X | Target-Date 2055 |
| FHFTX | Fidelity Advisor Freedom 2055 M | Owns companies we recommend for divestment | 67 | 47 | 107 | 52 | X | Target-Date 2055 |
| FIJSX | Fidelity Advisor Freedom 2055 Z | Owns companies we recommend for divestment | 67 | 47 | 107 | 52 | X | Target-Date 2055 |
| FDKPX | Fidelity Advisor Freedom 2060 A | Owns companies we recommend for divestment | 67 | 47 | 107 | 52 | X | Target-Date 2060 |
| FIJOX | Fidelity Advisor Freedom 2035 Z | Owns companies we recommend for divestment | 67 | 47 | 107 | 52 | X | Target-Date 2035 |
| FHGLX | Fidelity Advisor Freedom 2035 K6 | Owns companies we recommend for divestment | 67 | 47 | 107 | 52 | X | Target-Date 2035 |
| MGDCX | NYLI Growth Allocation Class C | Owns companies we recommend for divestment | 64 | 40 | 121 | 41 | X | Moderately Aggressive Allocation |
| ITDF | iShares LifePath Target Date 2050 ETF | Owns companies we recommend for divestment | 66 | 50 | 117 | 57 | X | Target-Date 2050 |
| MGDIX | NYLI Growth Allocation Class I | Owns companies we recommend for divestment | 64 | 40 | 121 | 41 | X | Moderately Aggressive Allocation |
| MGDNX | NYLI Growth Allocation Investor Class | Owns companies we recommend for divestment | 64 | 40 | 121 | 41 | X | Moderately Aggressive Allocation |
| MGDSX | NYLI Growth Allocation SIMPLE Class | Owns companies we recommend for divestment | 64 | 40 | 121 | 41 | X | Moderately Aggressive Allocation |
| MMRAX | NYLI Moderate Allocation Class A | Owns companies we recommend for divestment | 64 | 40 | 121 | 41 | X | Moderate Allocation |
| MMRCX | NYLI Moderate Allocation Class C | Owns companies we recommend for divestment | 64 | 40 | 121 | 41 | X | Moderate Allocation |
| MMRIX | NYLI Moderate Allocation Class I | Owns companies we recommend for divestment | 64 | 40 | 121 | 41 | X | Moderate Allocation |
| MMRDX | NYLI Moderate Allocation Investor Class | Owns companies we recommend for divestment | 64 | 40 | 121 | 41 | X | Moderate Allocation |
| MMRSX | NYLI Moderate Allocation SIMPLE Class | Owns companies we recommend for divestment | 64 | 40 | 121 | 41 | X | Moderate Allocation |
| ITDB | iShares LifePath Target Date 2030 ETF | Owns companies we recommend for divestment | 66 | 50 | 117 | 57 | X | Target-Date 2030 |
| ITDC | iShares LifePath Target Date 2035 ETF | Owns companies we recommend for divestment | 66 | 50 | 117 | 57 | X | Target-Date 2035 |
| ITDD | iShares LifePath Target Date 2040 ETF | Owns companies we recommend for divestment | 66 | 50 | 117 | 57 | X | Target-Date 2040 |
| ITDE | iShares LifePath Target Date 2045 ETF | Owns companies we recommend for divestment | 66 | 50 | 117 | 57 | X | Target-Date 2045 |
| ITDG | iShares LifePath Target Date 2055 ETF | Owns companies we recommend for divestment | 66 | 50 | 117 | 57 | X | Target-Date 2055 |
| FITHX | Fidelity Advisor Freedom 2035 I | Owns companies we recommend for divestment | 67 | 47 | 107 | 52 | X | Target-Date 2035 |
| ITDH | iShares LifePath Target Date 2060 ETF | Owns companies we recommend for divestment | 66 | 50 | 117 | 57 | X | Target-Date 2060 |
| ITDI | iShares LifePath Target Date 2065 ETF | Owns companies we recommend for divestment | 66 | 50 | 117 | 57 | X | Target-Date 2065+ |
| ITDJ | iShares LifePath Target Date 2070 ETF | Owns companies we recommend for divestment | 66 | 50 | 117 | 57 | X | Target-Date 2065+ |
| GAL | SPDR® SSgA Global Allocation ETF | Owns companies we recommend for divestment | 66 | 43 | 131 | 51 | X | Global Allocation |
| FAFEX | Fidelity Advisor Freedom 2030 A | Owns companies we recommend for divestment | 67 | 47 | 107 | 52 | X | Target-Date 2030 |
| FCFEX | Fidelity Advisor Freedom 2030 C | Owns companies we recommend for divestment | 67 | 47 | 107 | 52 | X | Target-Date 2030 |
| FEFIX | Fidelity Advisor Freedom 2030 I | Owns companies we recommend for divestment | 67 | 47 | 107 | 52 | X | Target-Date 2030 |
| FDGLX | Fidelity Advisor Freedom 2030 K6 | Owns companies we recommend for divestment | 67 | 47 | 107 | 52 | X | Target-Date 2030 |
| FTFEX | Fidelity Advisor Freedom 2030 M | Owns companies we recommend for divestment | 67 | 47 | 107 | 52 | X | Target-Date 2030 |
| FIJNX | Fidelity Advisor Freedom 2030 Z | Owns companies we recommend for divestment | 67 | 47 | 107 | 52 | X | Target-Date 2030 |
| FATHX | Fidelity Advisor Freedom 2035 A | Owns companies we recommend for divestment | 67 | 47 | 107 | 52 | X | Target-Date 2035 |
| FCTHX | Fidelity Advisor Freedom 2035 C | Owns companies we recommend for divestment | 67 | 47 | 107 | 52 | X | Target-Date 2035 |
| FLESX | Franklin LifeSmart 2060 RetTrgt R | Owns companies we recommend for divestment | 61 | 33 | 107 | 40 | X | Target-Date 2060 |
| FLASX | Franklin LifeSmart 2060 RetTrgt A | Owns companies we recommend for divestment | 61 | 33 | 107 | 40 | X | Target-Date 2060 |
| ARHMX | American Century One Choice 2065 A | Owns companies we recommend for divestment | 54 | 30 | 94 | 35 | X | Target-Date 2065+ |
| TSFTX | Nuveen Lifecycle 2065 R6 | Owns companies we recommend for divestment | 56 | 33 | 102 | 37 | X | Target-Date 2065+ |
| TLFRX | Nuveen Lifecycle 2050 Retirement | Owns companies we recommend for divestment | 56 | 33 | 102 | 37 | X | Target-Date 2050 |
| TTRHX | Nuveen Lifecycle 2055 I | Owns companies we recommend for divestment | 56 | 33 | 102 | 37 | X | Target-Date 2055 |
| TTRPX | Nuveen Lifecycle 2055 Premier | Owns companies we recommend for divestment | 56 | 33 | 102 | 37 | X | Target-Date 2055 |
| TTRIX | Nuveen Lifecycle 2055 R6 | Owns companies we recommend for divestment | 56 | 33 | 102 | 37 | X | Target-Date 2055 |
| TTRLX | Nuveen Lifecycle 2055 Retirement | Owns companies we recommend for divestment | 56 | 33 | 102 | 37 | X | Target-Date 2055 |
| TLXHX | Nuveen Lifecycle 2060 I | Owns companies we recommend for divestment | 56 | 33 | 102 | 37 | X | Target-Date 2060 |
| TLXPX | Nuveen Lifecycle 2060 Premier | Owns companies we recommend for divestment | 56 | 33 | 102 | 37 | X | Target-Date 2060 |
| TLXNX | Nuveen Lifecycle 2060 R6 | Owns companies we recommend for divestment | 56 | 33 | 102 | 37 | X | Target-Date 2060 |
| TLXRX | Nuveen Lifecycle 2060 Retirement | Owns companies we recommend for divestment | 56 | 33 | 102 | 37 | X | Target-Date 2060 |
| TSFHX | Nuveen Lifecycle 2065 I | Owns companies we recommend for divestment | 56 | 33 | 102 | 37 | X | Target-Date 2065+ |
| TSFPX | Nuveen Lifecycle 2065 Premier | Owns companies we recommend for divestment | 56 | 33 | 102 | 37 | X | Target-Date 2065+ |
| TSFRX | Nuveen Lifecycle 2065 Retirement | Owns companies we recommend for divestment | 56 | 33 | 102 | 37 | X | Target-Date 2065+ |
| TCLPX | Nuveen Lifecycle 2050 Premier | Owns companies we recommend for divestment | 56 | 33 | 102 | 37 | X | Target-Date 2050 |
| TSALX | Nuveen Lifestyle Aggressive Gr A | Owns companies we recommend for divestment | 56 | 33 | 102 | 37 | X | Aggressive Allocation |
| TSAHX | Nuveen Lifestyle Aggressive Gr I | Owns companies we recommend for divestment | 56 | 33 | 102 | 37 | X | Aggressive Allocation |
| TSAPX | Nuveen Lifestyle Aggressive Gr Prem | Owns companies we recommend for divestment | 56 | 33 | 102 | 37 | X | Aggressive Allocation |
| TSAIX | Nuveen Lifestyle Aggressive Gr R6 | Owns companies we recommend for divestment | 56 | 33 | 102 | 37 | X | Aggressive Allocation |
| TSARX | Nuveen Lifestyle Aggressive Gr Retire | Owns companies we recommend for divestment | 56 | 33 | 102 | 37 | X | Aggressive Allocation |
| TSGLX | Nuveen Lifestyle Growth A | Owns companies we recommend for divestment | 56 | 33 | 102 | 37 | X | Moderately Aggressive Allocation |
| TSGHX | Nuveen Lifestyle Growth I | Owns companies we recommend for divestment | 56 | 33 | 102 | 37 | X | Moderately Aggressive Allocation |
| TSGPX | Nuveen Lifestyle Growth Premier | Owns companies we recommend for divestment | 56 | 33 | 102 | 37 | X | Moderately Aggressive Allocation |
| TSGGX | Nuveen Lifestyle Growth R6 | Owns companies we recommend for divestment | 56 | 33 | 102 | 37 | X | Moderately Aggressive Allocation |
| TSGRX | Nuveen Lifestyle Growth Retirement | Owns companies we recommend for divestment | 56 | 33 | 102 | 37 | X | Moderately Aggressive Allocation |
| TSMLX | Nuveen Lifestyle Moderate A | Owns companies we recommend for divestment | 56 | 33 | 102 | 37 | X | Moderate Allocation |
| TSMHX | Nuveen Lifestyle Moderate I | Owns companies we recommend for divestment | 56 | 33 | 102 | 37 | X | Moderate Allocation |
| TFTIX | Nuveen Lifecycle 2050 R6 | Owns companies we recommend for divestment | 56 | 33 | 102 | 37 | X | Target-Date 2050 |
| TFTHX | Nuveen Lifecycle 2050 I | Owns companies we recommend for divestment | 56 | 33 | 102 | 37 | X | Target-Date 2050 |
| TSIMX | Nuveen Lifestyle Moderate R6 | Owns companies we recommend for divestment | 56 | 33 | 102 | 37 | X | Moderate Allocation |
| TCHPX | Nuveen Lifecycle 2030 Premier | Owns companies we recommend for divestment | 56 | 33 | 102 | 37 | X | Target-Date 2030 |
| ARHEX | American Century One Choice 2065 C | Owns companies we recommend for divestment | 54 | 30 | 94 | 35 | X | Target-Date 2065+ |
| ARHUX | American Century One Choice 2065 I | Owns companies we recommend for divestment | 54 | 30 | 94 | 35 | X | Target-Date 2065+ |
| ARHVX | American Century One Choice 2065 Inv | Owns companies we recommend for divestment | 54 | 30 | 94 | 35 | X | Target-Date 2065+ |
| ARHFX | American Century One Choice 2065 R | Owns companies we recommend for divestment | 54 | 30 | 94 | 35 | X | Target-Date 2065+ |
| ARHSX | American Century One Choice 2065 R6 | Owns companies we recommend for divestment | 54 | 30 | 94 | 35 | X | Target-Date 2065+ |
| AOGIX | American Century One Choice Agrsv Inv | Owns companies we recommend for divestment | 54 | 30 | 94 | 35 | X | Moderately Aggressive Allocation |
| AORYX | American Century One Choice Agrsv R | Owns companies we recommend for divestment | 54 | 30 | 94 | 35 | X | Moderately Aggressive Allocation |
| AOMIX | American Century One Choice Mod Inv | Owns companies we recommend for divestment | 54 | 30 | 94 | 35 | X | Moderate Allocation |
| AORMX | American Century One Choice Mod R | Owns companies we recommend for divestment | 54 | 30 | 94 | 35 | X | Moderate Allocation |
| AOVIX | American Century One Choice VryAgrsv Inv | Owns companies we recommend for divestment | 54 | 30 | 94 | 35 | X | Aggressive Allocation |
| AORVX | American Century One Choice VryAgrsv R | Owns companies we recommend for divestment | 54 | 30 | 94 | 35 | X | Aggressive Allocation |
| TCHHX | Nuveen Lifecycle 2030 I | Owns companies we recommend for divestment | 56 | 33 | 102 | 37 | X | Target-Date 2030 |
| TCRIX | Nuveen Lifecycle 2030 R6 | Owns companies we recommend for divestment | 56 | 33 | 102 | 37 | X | Target-Date 2030 |
| TTFRX | Nuveen Lifecycle 2045 Retirement | Owns companies we recommend for divestment | 56 | 33 | 102 | 37 | X | Target-Date 2045 |
| TCLNX | Nuveen Lifecycle 2030 Retirement | Owns companies we recommend for divestment | 56 | 33 | 102 | 37 | X | Target-Date 2030 |
| TCYHX | Nuveen Lifecycle 2035 I | Owns companies we recommend for divestment | 56 | 33 | 102 | 37 | X | Target-Date 2035 |
| TCYPX | Nuveen Lifecycle 2035 Premier | Owns companies we recommend for divestment | 56 | 33 | 102 | 37 | X | Target-Date 2035 |
| TCIIX | Nuveen Lifecycle 2035 R6 | Owns companies we recommend for divestment | 56 | 33 | 102 | 37 | X | Target-Date 2035 |
| TCLRX | Nuveen Lifecycle 2035 Retirement | Owns companies we recommend for divestment | 56 | 33 | 102 | 37 | X | Target-Date 2035 |
| TCZHX | Nuveen Lifecycle 2040 I | Owns companies we recommend for divestment | 56 | 33 | 102 | 37 | X | Target-Date 2040 |
| TCZPX | Nuveen Lifecycle 2040 Premier | Owns companies we recommend for divestment | 56 | 33 | 102 | 37 | X | Target-Date 2040 |
| TCOIX | Nuveen Lifecycle 2040 R6 | Owns companies we recommend for divestment | 56 | 33 | 102 | 37 | X | Target-Date 2040 |
| TCLOX | Nuveen Lifecycle 2040 Retirement | Owns companies we recommend for divestment | 56 | 33 | 102 | 37 | X | Target-Date 2040 |
| TTFHX | Nuveen Lifecycle 2045 I | Owns companies we recommend for divestment | 56 | 33 | 102 | 37 | X | Target-Date 2045 |
| TTFPX | Nuveen Lifecycle 2045 Premier | Owns companies we recommend for divestment | 56 | 33 | 102 | 37 | X | Target-Date 2045 |
| TTFIX | Nuveen Lifecycle 2045 R6 | Owns companies we recommend for divestment | 56 | 33 | 102 | 37 | X | Target-Date 2045 |
| TSMPX | Nuveen Lifestyle Moderate Premier | Owns companies we recommend for divestment | 56 | 33 | 102 | 37 | X | Moderate Allocation |
| TSMTX | Nuveen Lifestyle Moderate Retirement | Owns companies we recommend for divestment | 56 | 33 | 102 | 37 | X | Moderate Allocation |
| FLJSX | Franklin LifeSmart 2060 Ret TrgtAdv | Owns companies we recommend for divestment | 61 | 33 | 107 | 40 | X | Target-Date 2060 |
| FLRIX | Franklin LifeSmart 2045 Ret Trgt C | Owns companies we recommend for divestment | 61 | 33 | 107 | 40 | X | Target-Date 2045 |
| FCTKX | Fidelity Freedom 2055 K6 | Owns companies we recommend for divestment | 61 | 40 | 101 | 46 | X | Target-Date 2055 |
| FDKVX | Fidelity Freedom 2060 | Owns companies we recommend for divestment | 61 | 40 | 101 | 46 | X | Target-Date 2060 |
| FNSFX | Fidelity Freedom 2060 K | Owns companies we recommend for divestment | 61 | 40 | 101 | 46 | X | Target-Date 2060 |
| FVTKX | Fidelity Freedom 2060 K6 | Owns companies we recommend for divestment | 61 | 40 | 101 | 46 | X | Target-Date 2060 |
| FFSFX | Fidelity Freedom 2065 | Owns companies we recommend for divestment | 61 | 40 | 101 | 46 | X | Target-Date 2065+ |
| FFSDX | Fidelity Freedom 2065 K | Owns companies we recommend for divestment | 61 | 40 | 101 | 46 | X | Target-Date 2065+ |
| FFSZX | Fidelity Freedom 2065 K6 | Owns companies we recommend for divestment | 61 | 40 | 101 | 46 | X | Target-Date 2065+ |
| FRBDX | Fidelity Freedom 2070 | Owns companies we recommend for divestment | 61 | 40 | 101 | 46 | X | Target-Date 2065+ |
| FRBEX | Fidelity Freedom 2070 K | Owns companies we recommend for divestment | 61 | 40 | 101 | 46 | X | Target-Date 2065+ |
| FRBHX | Fidelity Freedom 2070 K6 | Owns companies we recommend for divestment | 61 | 40 | 101 | 46 | X | Target-Date 2065+ |
| FTTAX | Franklin LifeSmart 2045 Ret Trgt A | Owns companies we recommend for divestment | 61 | 33 | 107 | 40 | X | Target-Date 2045 |
| FLRJX | Franklin LifeSmart 2045 Ret Trgt R | Owns companies we recommend for divestment | 61 | 33 | 107 | 40 | X | Target-Date 2045 |
| FDEEX | Fidelity Freedom 2055 | Owns companies we recommend for divestment | 61 | 40 | 101 | 46 | X | Target-Date 2055 |
| FMLTX | Franklin LifeSmart 2045 Ret Trgt R6 | Owns companies we recommend for divestment | 61 | 33 | 107 | 40 | X | Target-Date 2045 |
| FLRLX | Franklin LifeSmart 2045 Ret TrgtAdv | Owns companies we recommend for divestment | 61 | 33 | 107 | 40 | X | Target-Date 2045 |
| FLSJX | Franklin LifeSmart 2050 Ret Trgt A | Owns companies we recommend for divestment | 61 | 33 | 107 | 40 | X | Target-Date 2050 |
| FLSKX | Franklin LifeSmart 2050 Ret Trgt C | Owns companies we recommend for divestment | 61 | 33 | 107 | 40 | X | Target-Date 2050 |
| FLSNX | Franklin LifeSmart 2050 Ret Trgt R | Owns companies we recommend for divestment | 61 | 33 | 107 | 40 | X | Target-Date 2050 |
| FRLEX | Franklin LifeSmart 2050 Ret Trgt R6 | Owns companies we recommend for divestment | 61 | 33 | 107 | 40 | X | Target-Date 2050 |
| FLSOX | Franklin LifeSmart 2050 Ret TrgtAdv | Owns companies we recommend for divestment | 61 | 33 | 107 | 40 | X | Target-Date 2050 |
| FLTFX | Franklin LifeSmart 2055 Ret Trgt A | Owns companies we recommend for divestment | 61 | 33 | 107 | 40 | X | Target-Date 2055 |
| FLTNX | Franklin LifeSmart 2055 Ret Trgt C | Owns companies we recommend for divestment | 61 | 33 | 107 | 40 | X | Target-Date 2055 |
| FLSBX | Franklin LifeSmart 2055 Ret Trgt R | Owns companies we recommend for divestment | 61 | 33 | 107 | 40 | X | Target-Date 2055 |
| FLSZX | Franklin LifeSmart 2055 Ret Trgt R6 | Owns companies we recommend for divestment | 61 | 33 | 107 | 40 | X | Target-Date 2055 |
| FLTKX | Franklin LifeSmart 2055 Ret TrgtAdv | Owns companies we recommend for divestment | 61 | 33 | 107 | 40 | X | Target-Date 2055 |
| FNSDX | Fidelity Freedom 2055 K | Owns companies we recommend for divestment | 61 | 40 | 101 | 46 | X | Target-Date 2055 |
| FZTKX | Fidelity Freedom 2050 K6 | Owns companies we recommend for divestment | 61 | 40 | 101 | 46 | X | Target-Date 2050 |
| TIMRX | Nuveen Managed Allc A | Owns companies we recommend for divestment | 56 | 33 | 102 | 37 | X | Moderate Allocation |
| AOA | iShares Core 80/20 Aggressive Allc ETF | Owns companies we recommend for divestment | 59 | 45 | 113 | 52 | X | Global Allocation |
| TITRX | Nuveen Managed Allc R | Owns companies we recommend for divestment | 56 | 33 | 102 | 37 | X | Moderate Allocation |
| TIMIX | Nuveen Managed Allc R6 | Owns companies we recommend for divestment | 56 | 33 | 102 | 37 | X | Moderate Allocation |
| SWYEX | Schwab Target 2030 Index | Owns companies we recommend for divestment | 56 | 45 | 105 | 56 | X | Target-Date 2030 |
| SWYFX | Schwab Target 2035 Index | Owns companies we recommend for divestment | 56 | 45 | 105 | 56 | X | Target-Date 2035 |
| SWYGX | Schwab Target 2040 Index | Owns companies we recommend for divestment | 56 | 45 | 105 | 56 | X | Target-Date 2040 |
| SWYHX | Schwab Target 2045 Index | Owns companies we recommend for divestment | 56 | 45 | 105 | 56 | X | Target-Date 2045 |
| SWYMX | Schwab Target 2050 Index | Owns companies we recommend for divestment | 56 | 45 | 105 | 56 | X | Target-Date 2050 |
| SWYJX | Schwab Target 2055 Index | Owns companies we recommend for divestment | 56 | 45 | 105 | 56 | X | Target-Date 2055 |
| SWYNX | Schwab Target 2060 Index | Owns companies we recommend for divestment | 56 | 45 | 105 | 56 | X | Target-Date 2060 |
| SWYOX | Schwab Target 2065 Index | Owns companies we recommend for divestment | 56 | 45 | 105 | 56 | X | Target-Date 2065+ |
| ROMO | Strategy Shares Nwfnd/RSlv Rbt Mmt ETF | Owns companies we recommend for divestment | 58 | 32 | 103 | 36 | X | Moderately Aggressive Allocation |
| AOR | iShares Core 60/40 Balanced Allc ETF | Owns companies we recommend for divestment | 59 | 45 | 113 | 52 | X | Moderate Allocation |
| FFFEX | Fidelity Freedom 2030 | Owns companies we recommend for divestment | 61 | 40 | 101 | 46 | X | Target-Date 2030 |
| FNSBX | Fidelity Freedom 2050 K | Owns companies we recommend for divestment | 61 | 40 | 101 | 46 | X | Target-Date 2050 |
| FSNQX | Fidelity Freedom 2030 K | Owns companies we recommend for divestment | 61 | 40 | 101 | 46 | X | Target-Date 2030 |
| FGTKX | Fidelity Freedom 2030 K6 | Owns companies we recommend for divestment | 61 | 40 | 101 | 46 | X | Target-Date 2030 |
| FFTHX | Fidelity Freedom 2035 | Owns companies we recommend for divestment | 61 | 40 | 101 | 46 | X | Target-Date 2035 |
| FSNUX | Fidelity Freedom 2035 K | Owns companies we recommend for divestment | 61 | 40 | 101 | 46 | X | Target-Date 2035 |
| FWTKX | Fidelity Freedom 2035 K6 | Owns companies we recommend for divestment | 61 | 40 | 101 | 46 | X | Target-Date 2035 |
| FFFFX | Fidelity Freedom 2040 | Owns companies we recommend for divestment | 61 | 40 | 101 | 46 | X | Target-Date 2040 |
| FSNVX | Fidelity Freedom 2040 K | Owns companies we recommend for divestment | 61 | 40 | 101 | 46 | X | Target-Date 2040 |
| FHTKX | Fidelity Freedom 2040 K6 | Owns companies we recommend for divestment | 61 | 40 | 101 | 46 | X | Target-Date 2040 |
| FFFGX | Fidelity Freedom 2045 | Owns companies we recommend for divestment | 61 | 40 | 101 | 46 | X | Target-Date 2045 |
| FSNZX | Fidelity Freedom 2045 K | Owns companies we recommend for divestment | 61 | 40 | 101 | 46 | X | Target-Date 2045 |
| FJTKX | Fidelity Freedom 2045 K6 | Owns companies we recommend for divestment | 61 | 40 | 101 | 46 | X | Target-Date 2045 |
| FFFHX | Fidelity Freedom 2050 | Owns companies we recommend for divestment | 61 | 40 | 101 | 46 | X | Target-Date 2050 |
| RBBEX | American Funds Moderate Gr & Inc R-2E | Owns companies we recommend for divestment | 26 | 21 | 48 | 30 | X | Moderate Allocation |
| RBAAX | American Funds Moderate Gr & Inc R-1 | Owns companies we recommend for divestment | 26 | 21 | 48 | 30 | X | Moderate Allocation |
| FGIJX | Fidelity Advisor® Growth & Income C | Owns companies we recommend for divestment | 7 | 6 | 15 | 9 | X | Large Blend |
| NSIDX | Northern Small Cap Index | Owns companies we recommend for divestment | 10 | 9 | 10 | 9 | X | Small Blend |
| MDVNX | MassMutual Diversified Value R3 | Owns companies we recommend for divestment | 10 | 8 | 16 | 11 | X | Large Value |
| MDDRX | MassMutual Diversified Value R4 | Owns companies we recommend for divestment | 10 | 8 | 16 | 11 | X | Large Value |
| MDVSX | MassMutual Diversified Value R5 | Owns companies we recommend for divestment | 10 | 8 | 16 | 11 | X | Large Value |
| MDVYX | MassMutual Diversified Value Svc | Owns companies we recommend for divestment | 10 | 8 | 16 | 11 | X | Large Value |
| MMNBX | MassMutual Diversified Value Y | Owns companies we recommend for divestment | 10 | 8 | 16 | 11 | X | Large Value |
| MACCX | MoA Catholic Values Index Fund Class | Owns companies we recommend for divestment | 10 | 19 | 23 | 15 | X | Large Blend |
| MSTQX | Morningstar US Equity | Owns companies we recommend for divestment | 10 | 11 | 23 | 18 | X | Large Blend |
| GMRAX | Nationwide Small Cap Index A | Owns companies we recommend for divestment | 10 | 9 | 10 | 9 | X | Small Blend |
| NWXRX | Nationwide Small Cap Index Instl Svc | Owns companies we recommend for divestment | 10 | 9 | 10 | 9 | X | Small Blend |
| GMSRX | Nationwide Small Cap Index R | Owns companies we recommend for divestment | 10 | 9 | 10 | 9 | X | Small Blend |
| GMRIX | Nationwide Small Cap Index R6 | Owns companies we recommend for divestment | 10 | 9 | 10 | 9 | X | Small Blend |
| NSRIX | Northern World Selection Index I | Owns companies we recommend for divestment | 10 | 16 | 29 | 15 | V | Global Large-Stock Blend |
| MDDLX | MassMutual Diversified Value Adm | Owns companies we recommend for divestment | 10 | 8 | 16 | 11 | X | Large Value |
| NSRKX | Northern World Selection Index K | Owns companies we recommend for divestment | 10 | 16 | 29 | 15 | V | Global Large-Stock Blend |
| TRIHX | Nuveen Large Cap Gr Idx I | Owns companies we recommend for divestment | 10 | 14 | 20 | 13 | X | Large Growth |
| TILIX | Nuveen Large Cap Gr Idx R6 | Owns companies we recommend for divestment | 10 | 14 | 20 | 13 | X | Large Growth |
| TRIRX | Nuveen Large Cap Gr Idx Retire | Owns companies we recommend for divestment | 10 | 14 | 20 | 13 | X | Large Growth |
| TRHBX | Nuveen Small Cap Blend Idx I | Owns companies we recommend for divestment | 10 | 9 | 10 | 9 | X | Small Blend |
| TISBX | Nuveen Small Cap Blend Idx R6 | Owns companies we recommend for divestment | 10 | 9 | 10 | 9 | X | Small Blend |
| TRBIX | Nuveen Small Cap Blend Idx Retire | Owns companies we recommend for divestment | 10 | 9 | 10 | 9 | X | Small Blend |
| PLGAX | Principal LargeCap Growth I A | Owns companies we recommend for divestment | 10 | 14 | 21 | 13 | X | Large Growth |
| PLGIX | Principal LargeCap Growth I Instl | Owns companies we recommend for divestment | 10 | 14 | 21 | 13 | X | Large Growth |
| PLGJX | Principal LargeCap Growth I J | Owns companies we recommend for divestment | 10 | 14 | 21 | 13 | X | Large Growth |
| PPUMX | Principal LargeCap Growth I R3 | Owns companies we recommend for divestment | 10 | 14 | 21 | 13 | X | Large Growth |
| PPUPX | Principal LargeCap Growth I R5 | Owns companies we recommend for divestment | 10 | 14 | 21 | 13 | X | Large Growth |
| MDDIX | MassMutual Diversified Value I | Owns companies we recommend for divestment | 10 | 8 | 16 | 11 | X | Large Value |
| MDDAX | MassMutual Diversified Value A | Owns companies we recommend for divestment | 10 | 8 | 16 | 11 | X | Large Value |
| RSQAX | Russell Inv Equity Income A | Owns companies we recommend for divestment | 10 | 13 | 16 | 12 | X | Large Value |
| IDMO | Invesco S&P International Dev Momt ETF | Owns companies we recommend for divestment | 10 | 3 | 18 | 5 | X | Foreign Large Blend |
| GSPAX | Goldman Sachs US Eq Div and Premium A | Owns companies we recommend for divestment | 10 | 12 | 18 | 13 | X | Derivative Income |
| GSPQX | Goldman Sachs US Eq Div and Premium C | Owns companies we recommend for divestment | 10 | 12 | 18 | 13 | X | Derivative Income |
| GVIRX | Goldman Sachs US Eq Div and Premium Inv | Owns companies we recommend for divestment | 10 | 12 | 18 | 13 | X | Derivative Income |
| GSFPX | Goldman Sachs US Eq Div and Premium P | Owns companies we recommend for divestment | 10 | 12 | 18 | 13 | X | Derivative Income |
| GIDWX | Goldman Sachs US Eq Div and Premium R6 | Owns companies we recommend for divestment | 10 | 12 | 18 | 13 | X | Derivative Income |
| GVLU | Gotham 1000 Value ETF | Owns companies we recommend for divestment | 10 | 10 | 15 | 10 | X | Mid-Cap Value |
| GEIYX | GuideStone Funds Growth Equity Idx Instl | Owns companies we recommend for divestment | 10 | 14 | 20 | 12 | X | Large Growth |
| GEIZX | GuideStone Funds Growth Equity Index Inv | Owns companies we recommend for divestment | 10 | 14 | 20 | 12 | X | Large Growth |
| IMFL | Invesco Intl Dev Dynmc Mltfctr ETF | Owns companies we recommend for divestment | 10 | 4 | 18 | 8 | X | Foreign Large Blend |
| PRFZ | Invesco RAFI US 1500 Small-Mid ETF | Owns companies we recommend for divestment | 10 | 9 | 10 | 10 | X | Small Blend |
| EQWL | Invesco S&P 100 Equal Weight ETF | Owns companies we recommend for divestment | 10 | 11 | 23 | 13 | X | Large Value |
| IEUR | iShares Core MSCI Europe ETF | Owns companies we recommend for divestment | 10 | 7 | 18 | 6 | X | Europe Stock |
| OEF | iShares S&P 100 ETF | Owns companies we recommend for divestment | 10 | 11 | 23 | 13 | X | Large Blend |
| ESGU | iShares ESG Aware MSCI USA ETF | Owns companies we recommend for divestment | 10 | 14 | 23 | 13 | V | Large Blend |
| ILCG | iShares Morningstar Growth ETF | Owns companies we recommend for divestment | 10 | 10 | 17 | 17 | X | Large Growth |
| IMCB | iShares Morningstar Mid-Cap ETF | Owns companies we recommend for divestment | 10 | 10 | 11 | 13 | X | Mid-Cap Blend |
| CRBN | iShares MSCI ACWI Low Carbon Target ETF | Owns companies we recommend for divestment | 10 | 19 | 24 | 20 | V | Global Large-Stock Blend |
| ACWV | iShares MSCI Global Min Vol Factor ETF | Owns companies we recommend for divestment | 10 | 10 | 12 | 12 | X | Global Large-Stock Blend |
| USMV | iShares MSCI USA Min Vol Factor ETF | Owns companies we recommend for divestment | 10 | 12 | 17 | 13 | X | Large Blend |
| IWF | iShares Russell 1000 Growth ETF | Owns companies we recommend for divestment | 10 | 14 | 21 | 13 | X | Large Growth |
| IWM | iShares Russell 2000 ETF | Owns companies we recommend for divestment | 10 | 9 | 10 | 9 | X | Small Blend |
| MASKX | iShares Russell 2000 Small-Cap Idx Instl | Owns companies we recommend for divestment | 10 | 9 | 10 | 9 | X | Small Blend |
| MDSKX | iShares Russell 2000 Small-Cap Idx Inv A | Owns companies we recommend for divestment | 10 | 9 | 10 | 9 | X | Small Blend |
| BDBPX | iShares Russell 2000 Small-Cap Idx Inv P | Owns companies we recommend for divestment | 10 | 9 | 10 | 9 | X | Small Blend |
| BDBKX | iShares Russell 2000 Small-Cap Idx K | Owns companies we recommend for divestment | 10 | 9 | 10 | 9 | X | Small Blend |
| PLCGX | Principal LargeCap Growth I R6 | Owns companies we recommend for divestment | 10 | 14 | 21 | 13 | X | Large Growth |
| REQSX | Russell Inv Equity Income C | Owns companies we recommend for divestment | 10 | 13 | 16 | 12 | X | Large Value |
| GGUS | Goldman Sachs MktBt Russell LgCpGrEqETF | Owns companies we recommend for divestment | 10 | 14 | 20 | 13 | X | Large Growth |
| VMCPX | Vanguard Mid Cap Index InstitutionalPlus | Owns companies we recommend for divestment | 10 | 10 | 9 | 12 | X | Mid-Cap Blend |
| VEUSX | Vanguard European Stock Admiral | Owns companies we recommend for divestment | 10 | 7 | 25 | 6 | X | Europe Stock |
| VESIX | Vanguard European Stock Instl | Owns companies we recommend for divestment | 10 | 7 | 25 | 6 | X | Europe Stock |
| VEUPX | Vanguard European Stock Instl Plus | Owns companies we recommend for divestment | 10 | 7 | 25 | 6 | X | Europe Stock |
| VEURX | Vanguard European Stock Investor | Owns companies we recommend for divestment | 10 | 7 | 25 | 6 | X | Europe Stock |
| VGK | Vanguard FTSE Europe ETF | Owns companies we recommend for divestment | 10 | 7 | 25 | 6 | X | Europe Stock |
| VMNVX | Vanguard Global Minimum Volatility Admr | Owns companies we recommend for divestment | 10 | 9 | 18 | 8 | X | Global Large-Stock Blend |
| VMVFX | Vanguard Global Minimum Volatility Inv | Owns companies we recommend for divestment | 10 | 9 | 18 | 8 | X | Global Large-Stock Blend |
| MGV | Vanguard Mega Cap Value ETF | Owns companies we recommend for divestment | 10 | 8 | 18 | 9 | X | Large Value |
| VMVLX | Vanguard Mega Cap Value Index Instl | Owns companies we recommend for divestment | 10 | 8 | 18 | 9 | X | Large Value |
| VIMAX | Vanguard Mid Cap Index Admiral | Owns companies we recommend for divestment | 10 | 10 | 9 | 12 | X | Mid-Cap Blend |
| VMCIX | Vanguard Mid Cap Index Institutional | Owns companies we recommend for divestment | 10 | 10 | 9 | 12 | X | Mid-Cap Blend |
| VIMSX | Vanguard Mid Cap Index Investor | Owns companies we recommend for divestment | 10 | 10 | 9 | 12 | X | Mid-Cap Blend |
| TRZIX | T. Rowe Price Small-Cap Index Z | Owns companies we recommend for divestment | 10 | 9 | 10 | 9 | X | Small Blend |
| VO | Vanguard Mid-Cap ETF | Owns companies we recommend for divestment | 10 | 10 | 9 | 12 | X | Mid-Cap Blend |
| VONG | Vanguard Russell 1000 Growth ETF | Owns companies we recommend for divestment | 10 | 14 | 21 | 13 | X | Large Growth |
| VRGWX | Vanguard Russell 1000 Growth Index I | Owns companies we recommend for divestment | 10 | 14 | 21 | 13 | X | Large Growth |
| VTWO | Vanguard Russell 2000 ETF | Owns companies we recommend for divestment | 10 | 9 | 10 | 9 | X | Small Blend |
| VRTIX | Vanguard Russell 2000 Index I | Owns companies we recommend for divestment | 10 | 9 | 10 | 9 | X | Small Blend |
| VFVA | Vanguard US Value Factor ETF | Owns companies we recommend for divestment | 10 | 14 | 20 | 16 | X | Mid-Cap Value |
| IRSIX | Voya Russell Small Cap Index Port A | Owns companies we recommend for divestment | 10 | 9 | 10 | 9 | X | Small Blend |
| IIRSX | Voya Russell Small Cap Index Port I | Owns companies we recommend for divestment | 10 | 9 | 10 | 9 | X | Small Blend |
| IRSSX | Voya Russell Small Cap Index Port S | Owns companies we recommend for divestment | 10 | 9 | 10 | 9 | X | Small Blend |
| IRCIX | Voya Russell Small Cap Index Port S2 | Owns companies we recommend for divestment | 10 | 9 | 10 | 9 | X | Small Blend |
| VVICX | VOYA VACS Index Series SC Portfolio | Owns companies we recommend for divestment | 10 | 9 | 10 | 9 | X | Small Blend |
| FFGGX | American Funds Global Balanced 529-F-2 | Owns companies we recommend for divestment | 11 | 6 | 17 | 10 | X | Global Allocation |
| VCSLX | VALIC Company I Small Cap Index | Owns companies we recommend for divestment | 10 | 9 | 10 | 9 | X | Small Blend |
| TRCSX | T. Rowe Price Small-Cap Index I | Owns companies we recommend for divestment | 10 | 9 | 10 | 9 | X | Small Blend |
| RLISX | Russell Inv Equity Income S | Owns companies we recommend for divestment | 10 | 13 | 16 | 12 | X | Large Value |
| SEITX | SEI International Equity F (SIT) | Owns companies we recommend for divestment | 10 | 3 | 20 | 4 | X | Foreign Large Blend |
| REAYX | Russell Inv Equity Income Y | Owns companies we recommend for divestment | 10 | 13 | 16 | 12 | X | Large Value |
| RTNAX | Russell Inv Tax-Managed Intl Eq A | Owns companies we recommend for divestment | 10 | 5 | 21 | 9 | X | Foreign Large Blend |
| RTNCX | Russell Inv Tax-Managed Intl Eq C | Owns companies we recommend for divestment | 10 | 5 | 21 | 9 | X | Foreign Large Blend |
| RTIUX | Russell Inv Tax-Managed Intl Eq M | Owns companies we recommend for divestment | 10 | 5 | 21 | 9 | X | Foreign Large Blend |
| RTNSX | Russell Inv Tax-Managed Intl Eq S | Owns companies we recommend for divestment | 10 | 5 | 21 | 9 | X | Foreign Large Blend |
| RTSAX | Russell Inv Tax-Managed US Mid&Sm Cap A | Owns companies we recommend for divestment | 10 | 8 | 10 | 12 | X | Small Blend |
| RTSCX | Russell Inv Tax-Managed US Mid&Sm Cap C | Owns companies we recommend for divestment | 10 | 8 | 10 | 12 | X | Small Blend |
| RTOUX | Russell Inv Tax-Managed US Mid&Sm Cap M | Owns companies we recommend for divestment | 10 | 8 | 10 | 12 | X | Small Blend |
| RTSSX | Russell Inv Tax-Managed US Mid&Sm Cap S | Owns companies we recommend for divestment | 10 | 8 | 10 | 12 | X | Small Blend |
| SFNNX | Schwab Fundamental Intl Equity Index Fd | Owns companies we recommend for divestment | 10 | 6 | 33 | 10 | X | Foreign Large Value |
| SWSSX | Schwab Small Cap Index | Owns companies we recommend for divestment | 10 | 9 | 10 | 9 | X | Small Blend |
| SWLGX | Schwab ® US Large-Cap Growth Idx | Owns companies we recommend for divestment | 10 | 14 | 21 | 13 | X | Large Growth |
| SEEIX | SEI International Equity I (SIT) | Owns companies we recommend for divestment | 10 | 3 | 20 | 4 | X | Foreign Large Blend |
| TRSYX | T. Rowe Price Small-Cap Index | Owns companies we recommend for divestment | 10 | 9 | 10 | 9 | X | Small Blend |
| SEFCX | SEI International Equity Y (SIT) | Owns companies we recommend for divestment | 10 | 3 | 20 | 4 | X | Foreign Large Blend |
| SLGAX | SEI Large Cap F (SIMT) | Owns companies we recommend for divestment | 10 | 21 | 23 | 16 | X | Large Blend |
| TRMVX | SEI Large Cap Value F (SIMT) | Owns companies we recommend for divestment | 10 | 14 | 21 | 12 | X | Large Value |
| SEUIX | SEI Large Cap Value I (SIMT) | Owns companies we recommend for divestment | 10 | 14 | 21 | 12 | X | Large Value |
| SVAYX | SEI Large Cap Value Y (SIMT) | Owns companies we recommend for divestment | 10 | 14 | 21 | 12 | X | Large Value |
| SLYCX | SEI Large Cap Y (SIMT) | Owns companies we recommend for divestment | 10 | 21 | 23 | 16 | X | Large Blend |
| SEHAX | SEI US Equity Factor Allocation A (SIIT) | Owns companies we recommend for divestment | 10 | 18 | 25 | 15 | X | Large Blend |
| SVYAX | SEI US Managed Volatility A (SIIT) | Owns companies we recommend for divestment | 10 | 13 | 20 | 14 | X | Mid-Cap Value |
| SHE | SPDR® MSCI USA Gender Diversity ETF | Owns companies we recommend for divestment | 10 | 8 | 15 | 10 | V | Large Blend |
| SPEU | SPDR® Portfolio Europe ETF | Owns companies we recommend for divestment | 10 | 7 | 26 | 6 | X | Europe Stock |
| TQGEX | T. Rowe Price Integrated Global Eq | Owns companies we recommend for divestment | 10 | 8 | 16 | 13 | X | Global Large-Stock Blend |
| TQGIX | T. Rowe Price Integrated Global Eq I | Owns companies we recommend for divestment | 10 | 8 | 16 | 13 | X | Global Large-Stock Blend |
| GSPKX | Goldman Sachs US Eq Div and Prem Instl | Owns companies we recommend for divestment | 10 | 12 | 18 | 13 | X | Derivative Income |
| GICUX | Goldman Sachs Intl Sm Cp Insghts R6 | Owns companies we recommend for divestment | 10 | 2 | 14 | 0 | X | Foreign Small/Mid Blend |
| CBFAX | American Funds Global Balanced 529A | Owns companies we recommend for divestment | 11 | 6 | 17 | 10 | X | Global Allocation |
| USCGX | Victory Capital Growth | Owns companies we recommend for divestment | 9 | 15 | 27 | 13 | X | Global Large-Stock Blend |
| PREFX | T. Rowe Price Tax-Efficient Equity | Owns companies we recommend for divestment | 9 | 9 | 15 | 15 | X | Large Growth |
| TEEFX | T. Rowe Price Tax-Efficient Equity I | Owns companies we recommend for divestment | 9 | 9 | 15 | 15 | X | Large Growth |
| TLOTX | Transamerica Large Value Opps I3 | Owns companies we recommend for divestment | 9 | 7 | 18 | 13 | X | Large Value |
| TLORX | Transamerica Large Value Opps R | Owns companies we recommend for divestment | 9 | 7 | 18 | 13 | X | Large Value |
| TLOFX | Transamerica Large Value Opps R4 | Owns companies we recommend for divestment | 9 | 7 | 18 | 13 | X | Large Value |
| VCBCX | VALIC Company I Systematic Growth | Owns companies we recommend for divestment | 9 | 14 | 19 | 11 | X | Large Growth |
| VIG | Vanguard Dividend Appreciation ETF | Owns companies we recommend for divestment | 9 | 11 | 14 | 9 | X | Large Blend |
| VDADX | Vanguard Dividend Appreciation Index Adm | Owns companies we recommend for divestment | 9 | 11 | 14 | 9 | X | Large Blend |
| ESGV | Vanguard ESG US Stock ETF | Owns companies we recommend for divestment | 9 | 26 | 31 | 22 | V | Large Blend |
| VPMAX | Vanguard PRIMECAP Adm | Owns companies we recommend for divestment | 9 | 7 | 21 | 11 | X | Large Blend |
| VPMCX | Vanguard PRIMECAP Inv | Owns companies we recommend for divestment | 9 | 7 | 21 | 11 | X | Large Blend |
| UICGX | Victory Capital Growth Institutional | Owns companies we recommend for divestment | 9 | 15 | 27 | 13 | X | Global Large-Stock Blend |
| STFBX | State Farm Balanced | Owns companies we recommend for divestment | 9 | 15 | 22 | 13 | X | Moderate Allocation |
| USISX | Victory Income Stock | Owns companies we recommend for divestment | 9 | 9 | 11 | 8 | X | Large Value |
| UIISX | Victory Income Stock Institutional | Owns companies we recommend for divestment | 9 | 9 | 11 | 8 | X | Large Value |
| USAWX | Victory Sustainable World | Owns companies we recommend for divestment | 9 | 11 | 27 | 14 | V | Global Large-Stock Blend |
| USWGX | Victory Sustainable World A | Owns companies we recommend for divestment | 9 | 11 | 27 | 14 | V | Global Large-Stock Blend |
| UIWGX | Victory Sustainable World Institutional | Owns companies we recommend for divestment | 9 | 11 | 27 | 14 | V | Global Large-Stock Blend |
| VYCAX | Voya Corporate Leaders 100 A | Owns companies we recommend for divestment | 9 | 11 | 22 | 12 | X | Large Value |
| VYCBX | Voya Corporate Leaders 100 C | Owns companies we recommend for divestment | 9 | 11 | 22 | 12 | X | Large Value |
| VYCCX | Voya Corporate Leaders 100 I | Owns companies we recommend for divestment | 9 | 11 | 22 | 12 | X | Large Value |
| VYCFX | Voya Corporate Leaders 100 R | Owns companies we recommend for divestment | 9 | 11 | 22 | 12 | X | Large Value |
| VYCGX | Voya Corporate Leaders 100 R6 | Owns companies we recommend for divestment | 9 | 11 | 22 | 12 | X | Large Value |
| VYCIX | Voya Corporate Leaders 100 W | Owns companies we recommend for divestment | 9 | 11 | 22 | 12 | X | Large Value |
| DEW | WisdomTree Global High Dividend ETF | Owns companies we recommend for divestment | 9 | 10 | 14 | 8 | X | Global Large-Stock Value |
| FTWO | Strive Natural Resources and SecurityETF | Owns companies we recommend for divestment | 9 | 1 | 10 | 6 | X | Miscellaneous Sector |
| SOIVX | Spirit of America Large Cap Value Inst | Owns companies we recommend for divestment | 9 | 10 | 18 | 12 | X | Large Blend |
| EVSYX | Allspring Disciplined US Core Admin | Owns companies we recommend for divestment | 10 | 12 | 21 | 15 | X | Large Blend |
| OCLVX | Optimum Large Cap Value C | Owns companies we recommend for divestment | 9 | 8 | 16 | 11 | X | Large Value |
| KRMA | Global X Conscious Companies ETF | Owns companies we recommend for divestment | 9 | 10 | 16 | 11 | V | Large Blend |
| GWOAX | GMO Global Developed Equity Allc III | Owns companies we recommend for divestment | 9 | 18 | 39 | 19 | X | Global Large-Stock Value |
| GAAUX | GMO Global Equity Allocation I | Owns companies we recommend for divestment | 9 | 18 | 40 | 19 | X | Global Large-Stock Value |
| GMGEX | GMO Global Equity Allocation III | Owns companies we recommend for divestment | 9 | 18 | 40 | 19 | X | Global Large-Stock Value |
| GMADX | GMO Global Equity Allocation R6 | Owns companies we recommend for divestment | 9 | 18 | 40 | 19 | X | Global Large-Stock Value |
| GMWEX | GuideMark® World ex-US Service | Owns companies we recommend for divestment | 9 | 4 | 24 | 7 | X | Foreign Large Blend |
| KLMT | Invesco MSCI Global Climate 500 ETF | Owns companies we recommend for divestment | 9 | 19 | 32 | 19 | V | Global Large-Stock Blend |
| DSI | iShares ESG MSCI KLD 400 ETF | Owns companies we recommend for divestment | 9 | 16 | 19 | 12 | V | Large Blend |
| JAVA | JPMorgan Active Value ETF | Owns companies we recommend for divestment | 9 | 9 | 14 | 12 | X | Large Value |
| WRND | NYLI Global Equity R&D Leaders ETF | Owns companies we recommend for divestment | 9 | 6 | 31 | 14 | X | Global Large-Stock Blend |
| OALVX | Optimum Large Cap Value A | Owns companies we recommend for divestment | 9 | 8 | 16 | 11 | X | Large Value |
| OILVX | Optimum Large Cap Value Instl | Owns companies we recommend for divestment | 9 | 8 | 16 | 11 | X | Large Value |
| SACVX | Spirit of America Large Cap Value C | Owns companies we recommend for divestment | 9 | 10 | 18 | 12 | X | Large Blend |
| MBAPX | Praxis Genesis Balanced A | Owns companies we recommend for divestment | 9 | 29 | 38 | 31 | V | Moderate Allocation |
| MGAFX | Praxis Genesis Growth A | Owns companies we recommend for divestment | 9 | 29 | 38 | 31 | V | Moderately Aggressive Allocation |
| RSEAX | Russell Inv US Strategic Equity A | Owns companies we recommend for divestment | 9 | 17 | 24 | 18 | X | Large Blend |
| RSECX | Russell Inv US Strategic Equity C | Owns companies we recommend for divestment | 9 | 17 | 24 | 18 | X | Large Blend |
| RUSTX | Russell Inv US Strategic Equity M | Owns companies we recommend for divestment | 9 | 17 | 24 | 18 | X | Large Blend |
| RSESX | Russell Inv US Strategic Equity S | Owns companies we recommend for divestment | 9 | 17 | 24 | 18 | X | Large Blend |
| Russell Inv US Strategic Equity Y | Owns companies we recommend for divestment | 9 | 17 | 24 | 18 | X | Large Blend |
| FNDA | Schwab Fundamental U.S. Small CompanyETF | Owns companies we recommend for divestment | 9 | 9 | 11 | 10 | X | Small Blend |
| SCHM | Schwab US Mid-Cap ETF™ | Owns companies we recommend for divestment | 9 | 6 | 8 | 11 | X | Mid-Cap Blend |
| SCHA | Schwab US Small-Cap ETF™ | Owns companies we recommend for divestment | 9 | 13 | 12 | 13 | X | Small Blend |
| LGLV | SPDR® SSGA US Large Cap Low Volatil ETF | Owns companies we recommend for divestment | 9 | 9 | 11 | 11 | X | Large Blend |
| SOAVX | Spirit of America Large Cap Value A | Owns companies we recommend for divestment | 9 | 10 | 18 | 12 | X | Large Blend |
| EVSAX | Allspring Disciplined US Core A | Owns companies we recommend for divestment | 10 | 12 | 21 | 15 | X | Large Blend |
| EVSTX | Allspring Disciplined US Core C | Owns companies we recommend for divestment | 10 | 12 | 21 | 15 | X | Large Blend |
| GGDPX | Goldman Sachs Intl Sm Cp Insghts P | Owns companies we recommend for divestment | 10 | 2 | 14 | 0 | X | Foreign Small/Mid Blend |
| FTCOX | Franklin Corefolio Allocation A | Owns companies we recommend for divestment | 10 | 10 | 18 | 15 | X | Aggressive Allocation |
| QCGRRX | CREF Growth Account (R1) | Owns companies we recommend for divestment | 10 | 15 | 22 | 13 | X | Large Growth |
| QCGRPX | CREF Growth Account (R2) | Owns companies we recommend for divestment | 10 | 15 | 22 | 13 | X | Large Growth |
| QCGRIX | CREF Growth Account (R3) | Owns companies we recommend for divestment | 10 | 15 | 22 | 13 | X | Large Growth |
| QCGRFX | CREF Growth Account (R4) | Owns companies we recommend for divestment | 10 | 15 | 22 | 13 | X | Large Growth |
| FLXSX | Fidelity Flex Small Cap Index | Owns companies we recommend for divestment | 10 | 9 | 10 | 9 | X | Small Blend |
| FSPGX | Fidelity Large Cap Growth Idx | Owns companies we recommend for divestment | 10 | 14 | 21 | 13 | X | Large Growth |
| FUMIX | Fidelity SAI US Momentum Index | Owns companies we recommend for divestment | 10 | 11 | 16 | 13 | X | Large Growth |
| FHOFX | Fidelity Series Large Cp Grwth Idx | Owns companies we recommend for divestment | 10 | 14 | 21 | 13 | X | Large Growth |
| FSSNX | Fidelity Small Cap Index | Owns companies we recommend for divestment | 10 | 9 | 10 | 9 | X | Small Blend |
| FXR | First Trust Indtls/PrdcrDurbAlphaDEX®ETF | Owns companies we recommend for divestment | 10 | 3 | 11 | 7 | X | Industrials |
| FTA | First Trust Large Cap Val AlphaDEX® ETF | Owns companies we recommend for divestment | 10 | 10 | 12 | 12 | X | Large Value |
| FCAZX | Franklin Corefolio Allocation Advisor | Owns companies we recommend for divestment | 10 | 10 | 18 | 15 | X | Aggressive Allocation |
| LCTU | BlackRock US Carbon Transition Rdnss ETF | Owns companies we recommend for divestment | 10 | 14 | 27 | 13 | V | Large Blend |
| FTCLX | Franklin Corefolio Allocation C | Owns companies we recommend for divestment | 10 | 10 | 18 | 15 | X | Aggressive Allocation |
| Franklin Corefolio Allocation R | Owns companies we recommend for divestment | 10 | 10 | 18 | 15 | X | Aggressive Allocation |
| FTLQX | Franklin Corefolio Allocation R6 | Owns companies we recommend for divestment | 10 | 10 | 18 | 15 | X | Aggressive Allocation |
| SHLD | Global X Defense Tech ETF | Owns companies we recommend for divestment | 10 | 0 | 10 | 11 | X | Technology |
| RYLG | Global X Russell 2000 Cov Cl & Gr ETF | Owns companies we recommend for divestment | 10 | 9 | 10 | 9 | X | Derivative Income |
| RSSL | Global X Russell 2000 ETF | Owns companies we recommend for divestment | 10 | 9 | 10 | 9 | X | Small Blend |
| CATH | Global X S&P 500® Catholic Values ETF | Owns companies we recommend for divestment | 10 | 19 | 23 | 15 | X | Large Blend |
| GSSC | Goldman Sachs ActiveBeta® US SmCp Eq ETF | Owns companies we recommend for divestment | 10 | 8 | 10 | 9 | X | Small Blend |
| GICAX | Goldman Sachs Intl Sm Cp Insghts A | Owns companies we recommend for divestment | 10 | 2 | 14 | 0 | X | Foreign Small/Mid Blend |
| GICCX | Goldman Sachs Intl Sm Cp Insghts C | Owns companies we recommend for divestment | 10 | 2 | 14 | 0 | X | Foreign Small/Mid Blend |
| GICIX | Goldman Sachs Intl Sm Cp Insghts Instl | Owns companies we recommend for divestment | 10 | 2 | 14 | 0 | X | Foreign Small/Mid Blend |
| GIRLX | Goldman Sachs Intl Sm Cp Insghts Inv | Owns companies we recommend for divestment | 10 | 2 | 14 | 0 | X | Foreign Small/Mid Blend |
| BBGLX | Bridge Builder Large Cap Growth | Owns companies we recommend for divestment | 10 | 15 | 20 | 15 | X | Large Growth |
| BIRKX | BlackRock Sustainable Adg Lg Cp Cr K | Owns companies we recommend for divestment | 10 | 16 | 19 | 15 | V | Large Blend |
| EVSIX | Allspring Disciplined US Core Inst | Owns companies we recommend for divestment | 10 | 12 | 21 | 15 | X | Large Blend |
| RICAX | American Funds Invmt Co of Amer R1 | Owns companies we recommend for divestment | 10 | 9 | 20 | 13 | X | Large Blend |
| EVSRX | Allspring Disciplined US Core R6 | Owns companies we recommend for divestment | 10 | 12 | 21 | 15 | X | Large Blend |
| FCIAX | American Funds Invmt Co of Amer 529-F-2 | Owns companies we recommend for divestment | 10 | 9 | 20 | 13 | X | Large Blend |
| FAOOX | American Funds Invmt Co of Amer 529-F-3 | Owns companies we recommend for divestment | 10 | 9 | 20 | 13 | X | Large Blend |
| CICAX | American Funds Invmt Co of Amer 529A | Owns companies we recommend for divestment | 10 | 9 | 20 | 13 | X | Large Blend |
| CICCX | American Funds Invmt Co of Amer 529C | Owns companies we recommend for divestment | 10 | 9 | 20 | 13 | X | Large Blend |
| CICEX | American Funds Invmt Co of Amer 529E | Owns companies we recommend for divestment | 10 | 9 | 20 | 13 | X | Large Blend |
| CICFX | American Funds Invmt Co of Amer 529F | Owns companies we recommend for divestment | 10 | 9 | 20 | 13 | X | Large Blend |
| AIVSX | American Funds Invmt Co of Amer A | Owns companies we recommend for divestment | 10 | 9 | 20 | 13 | X | Large Blend |
| AICCX | American Funds Invmt Co of Amer C | Owns companies we recommend for divestment | 10 | 9 | 20 | 13 | X | Large Blend |
| AICFX | American Funds Invmt Co of Amer F1 | Owns companies we recommend for divestment | 10 | 9 | 20 | 13 | X | Large Blend |
| ICAFX | American Funds Invmt Co of Amer F2 | Owns companies we recommend for divestment | 10 | 9 | 20 | 13 | X | Large Blend |
| FFICX | American Funds Invmt Co of Amer F3 | Owns companies we recommend for divestment | 10 | 9 | 20 | 13 | X | Large Blend |
| RICBX | American Funds Invmt Co of Amer R2 | Owns companies we recommend for divestment | 10 | 9 | 20 | 13 | X | Large Blend |
| BIRIX | BlackRock Sustainable Adg Lg Cp Cr Instl | Owns companies we recommend for divestment | 10 | 16 | 19 | 15 | V | Large Blend |
| RIBEX | American Funds Invmt Co of Amer R2E | Owns companies we recommend for divestment | 10 | 9 | 20 | 13 | X | Large Blend |
| RICCX | American Funds Invmt Co of Amer R3 | Owns companies we recommend for divestment | 10 | 9 | 20 | 13 | X | Large Blend |
| RICEX | American Funds Invmt Co of Amer R4 | Owns companies we recommend for divestment | 10 | 9 | 20 | 13 | X | Large Blend |
| RICFX | American Funds Invmt Co of Amer R5 | Owns companies we recommend for divestment | 10 | 9 | 20 | 13 | X | Large Blend |
| RICHX | American Funds Invmt Co of Amer R5E | Owns companies we recommend for divestment | 10 | 9 | 20 | 13 | X | Large Blend |
| RICGX | American Funds Invmt Co of Amer R6 | Owns companies we recommend for divestment | 10 | 9 | 20 | 13 | X | Large Blend |
| AIEQ | Amplify AI Powered Equity ETF | Owns companies we recommend for divestment | 10 | 8 | 20 | 8 | X | Mid-Cap Blend |
| AUEIX | AQR Large Cap Defensive Style I | Owns companies we recommend for divestment | 10 | 10 | 17 | 13 | X | Large Blend |
| AUENX | AQR Large Cap Defensive Style N | Owns companies we recommend for divestment | 10 | 10 | 17 | 13 | X | Large Blend |
| QUERX | AQR Large Cap Defensive Style R6 | Owns companies we recommend for divestment | 10 | 10 | 17 | 13 | X | Large Blend |
| BIRAX | BlackRock Sustainable Adg Lg Cp Cr A | Owns companies we recommend for divestment | 10 | 16 | 19 | 15 | V | Large Blend |
| BIRCX | BlackRock Sustainable Adg Lg Cp Cr C | Owns companies we recommend for divestment | 10 | 16 | 19 | 15 | V | Large Blend |
| FFBGX | American Funds Global Balanced 529-F-3 | Owns companies we recommend for divestment | 11 | 6 | 17 | 10 | X | Global Allocation |
| CBFCX | American Funds Global Balanced 529C | Owns companies we recommend for divestment | 11 | 6 | 17 | 10 | X | Global Allocation |
| FVAL | Fidelity Value Factor ETF | Owns companies we recommend for divestment | 9 | 11 | 18 | 12 | X | Large Value |
| RGAFX | American Funds Growth Fund of Amer R5 | Owns companies we recommend for divestment | 12 | 15 | 22 | 17 | X | Large Growth |
| FFAFX | American Funds Growth Fund of Amer 529F3 | Owns companies we recommend for divestment | 12 | 15 | 22 | 17 | X | Large Growth |
| AGTHX | American Funds Growth Fund of Amer A | Owns companies we recommend for divestment | 12 | 15 | 22 | 17 | X | Large Growth |
| GFACX | American Funds Growth Fund of Amer C | Owns companies we recommend for divestment | 12 | 15 | 22 | 17 | X | Large Growth |
| GFAFX | American Funds Growth Fund of Amer F1 | Owns companies we recommend for divestment | 12 | 15 | 22 | 17 | X | Large Growth |
| GFFFX | American Funds Growth Fund of Amer F2 | Owns companies we recommend for divestment | 12 | 15 | 22 | 17 | X | Large Growth |
| GAFFX | American Funds Growth Fund of Amer F3 | Owns companies we recommend for divestment | 12 | 15 | 22 | 17 | X | Large Growth |
| RGAAX | American Funds Growth Fund of Amer R1 | Owns companies we recommend for divestment | 12 | 15 | 22 | 17 | X | Large Growth |
| RGABX | American Funds Growth Fund of Amer R2 | Owns companies we recommend for divestment | 12 | 15 | 22 | 17 | X | Large Growth |
| RGEBX | American Funds Growth Fund of Amer R2E | Owns companies we recommend for divestment | 12 | 15 | 22 | 17 | X | Large Growth |
| RGACX | American Funds Growth Fund of Amer R3 | Owns companies we recommend for divestment | 12 | 15 | 22 | 17 | X | Large Growth |
| RGAEX | American Funds Growth Fund of Amer R4 | Owns companies we recommend for divestment | 12 | 15 | 22 | 17 | X | Large Growth |
| RGAHX | American Funds Growth Fund of Amer R5E | Owns companies we recommend for divestment | 12 | 15 | 22 | 17 | X | Large Growth |
| CGFFX | American Funds Growth Fund of Amer 529F | Owns companies we recommend for divestment | 12 | 15 | 22 | 17 | X | Large Growth |
| RGAGX | American Funds Growth Fund of Amer R6 | Owns companies we recommend for divestment | 12 | 15 | 22 | 17 | X | Large Growth |
| AVMC | Avantis U.S. Mid Cap Equity ETF | Owns companies we recommend for divestment | 12 | 9 | 11 | 13 | X | Mid-Cap Blend |
| DINIX | BNY Mellon International Stock Index I | Owns companies we recommend for divestment | 12 | 6 | 28 | 10 | X | Foreign Large Blend |
| DIISX | BNY Mellon International Stock Index Inv | Owns companies we recommend for divestment | 12 | 6 | 28 | 10 | X | Foreign Large Blend |
| MIMSX | BNY Mellon Mid Cap Multi-Strategy Inv | Owns companies we recommend for divestment | 12 | 11 | 14 | 14 | X | Mid-Cap Blend |
| MPMCX | BNY Mellon Mid Cap Multi-Strategy M | Owns companies we recommend for divestment | 12 | 11 | 14 | 14 | X | Mid-Cap Blend |
| LBWAX | BrandywineGLOBAL Div US Large Value A | Owns companies we recommend for divestment | 12 | 8 | 15 | 12 | X | Large Value |
| LBWCX | BrandywineGLOBAL Div US Large Value C | Owns companies we recommend for divestment | 12 | 8 | 15 | 12 | X | Large Value |
| LBWIX | BrandywineGLOBAL Div US Large Value I | Owns companies we recommend for divestment | 12 | 8 | 15 | 12 | X | Large Value |
| LBISX | BrandywineGLOBAL Div US Large Value IS | Owns companies we recommend for divestment | 12 | 8 | 15 | 12 | X | Large Value |
| LBDRX | BrandywineGLOBAL Div US Large Value R | Owns companies we recommend for divestment | 12 | 8 | 15 | 12 | X | Large Value |
| BBGSX | Bridge Builder Small/Mid Cap Growth | Owns companies we recommend for divestment | 12 | 11 | 11 | 12 | X | Mid-Cap Growth |
| FAFGX | American Funds Growth Fund of Amer 529F2 | Owns companies we recommend for divestment | 12 | 15 | 22 | 17 | X | Large Growth |
| CGFEX | American Funds Growth Fund of Amer 529E | Owns companies we recommend for divestment | 12 | 15 | 22 | 17 | X | Large Growth |
| DFLVX | DFA US Large Cap Value I | Owns companies we recommend for divestment | 12 | 11 | 17 | 16 | X | Large Value |
| ANCFX | American Funds Fundamental Invs A | Owns companies we recommend for divestment | 12 | 10 | 20 | 13 | X | Large Blend |
| WLCVX | Wilshire Large Company Value Instl | Owns companies we recommend for divestment | 11 | 16 | 19 | 18 | X | Large Value |
| DTLVX | Wilshire Large Company Value Invmt | Owns companies we recommend for divestment | 11 | 16 | 19 | 18 | X | Large Value |
| DDLS | WisdomTree Dyn Ccy Hdgd Intl SmCp Eq ETF | Owns companies we recommend for divestment | 11 | 2 | 20 | 0 | X | Foreign Small/Mid Value |
| DLS | WisdomTree International SmallCp Div ETF | Owns companies we recommend for divestment | 11 | 2 | 20 | 0 | X | Foreign Small/Mid Value |
| APUE | ActivePassive U.S. Equity ETF | Owns companies we recommend for divestment | 12 | 16 | 26 | 15 | X | Large Blend |
| FFXFX | American Funds Fundamental Invs 529-F-2 | Owns companies we recommend for divestment | 12 | 10 | 20 | 13 | X | Large Blend |
| FEEFX | American Funds Fundamental Invs 529-F-3 | Owns companies we recommend for divestment | 12 | 10 | 20 | 13 | X | Large Blend |
| CFNAX | American Funds Fundamental Invs 529A | Owns companies we recommend for divestment | 12 | 10 | 20 | 13 | X | Large Blend |
| CFNCX | American Funds Fundamental Invs 529C | Owns companies we recommend for divestment | 12 | 10 | 20 | 13 | X | Large Blend |
| CFNEX | American Funds Fundamental Invs 529E | Owns companies we recommend for divestment | 12 | 10 | 20 | 13 | X | Large Blend |
| CFNFX | American Funds Fundamental Invs 529F1 | Owns companies we recommend for divestment | 12 | 10 | 20 | 13 | X | Large Blend |
| AFICX | American Funds Fundamental Invs C | Owns companies we recommend for divestment | 12 | 10 | 20 | 13 | X | Large Blend |
| CGFCX | American Funds Growth Fund of Amer 529C | Owns companies we recommend for divestment | 12 | 15 | 22 | 17 | X | Large Growth |
| AFIFX | American Funds Fundamental Invs F1 | Owns companies we recommend for divestment | 12 | 10 | 20 | 13 | X | Large Blend |
| FINFX | American Funds Fundamental Invs F2 | Owns companies we recommend for divestment | 12 | 10 | 20 | 13 | X | Large Blend |
| FUNFX | American Funds Fundamental Invs F3 | Owns companies we recommend for divestment | 12 | 10 | 20 | 13 | X | Large Blend |
| RFNAX | American Funds Fundamental Invs R1 | Owns companies we recommend for divestment | 12 | 10 | 20 | 13 | X | Large Blend |
| RFNBX | American Funds Fundamental Invs R2 | Owns companies we recommend for divestment | 12 | 10 | 20 | 13 | X | Large Blend |
| RFEBX | American Funds Fundamental Invs R2E | Owns companies we recommend for divestment | 12 | 10 | 20 | 13 | X | Large Blend |
| RFNCX | American Funds Fundamental Invs R3 | Owns companies we recommend for divestment | 12 | 10 | 20 | 13 | X | Large Blend |
| RFNEX | American Funds Fundamental Invs R4 | Owns companies we recommend for divestment | 12 | 10 | 20 | 13 | X | Large Blend |
| RFNFX | American Funds Fundamental Invs R5 | Owns companies we recommend for divestment | 12 | 10 | 20 | 13 | X | Large Blend |
| RFNHX | American Funds Fundamental Invs R5E | Owns companies we recommend for divestment | 12 | 10 | 20 | 13 | X | Large Blend |
| RFNGX | American Funds Fundamental Invs R6 | Owns companies we recommend for divestment | 12 | 10 | 20 | 13 | X | Large Blend |
| CGFAX | American Funds Growth Fund of Amer 529A | Owns companies we recommend for divestment | 12 | 15 | 22 | 17 | X | Large Growth |
| DFCSX | DFA Continental Small Company I | Owns companies we recommend for divestment | 12 | 0 | 25 | 0 | X | Europe Stock |
| DFUVX | DFA US Large Cap Value III | Owns companies we recommend for divestment | 12 | 11 | 17 | 16 | X | Large Value |
| VBR | Vanguard Small-Cap Value ETF | Owns companies we recommend for divestment | 11 | 11 | 7 | 17 | X | Small Value |
| EXHAX | Manning & Napier Pro-Blend Max Term S | Owns companies we recommend for divestment | 12 | 8 | 18 | 13 | X | Aggressive Allocation |
| JNL/DFA US Small Cap I | Owns companies we recommend for divestment | 12 | 14 | 16 | 16 | X | Small Blend |
| JNL/Mellon International Index A | Owns companies we recommend for divestment | 12 | 6 | 27 | 10 | X | Foreign Large Blend |
| JNL/Mellon International Index I | Owns companies we recommend for divestment | 12 | 6 | 27 | 10 | X | Foreign Large Blend |
| JNL/RAFI® Fundamental US Small Cap A | Owns companies we recommend for divestment | 12 | 10 | 11 | 19 | X | Small Blend |
| JNL/RAFI® Fundamental US Small Cap I | Owns companies we recommend for divestment | 12 | 10 | 11 | 19 | X | Small Blend |
| BBIN | JPMorgan BetaBuilders Intl Eq ETF | Owns companies we recommend for divestment | 12 | 6 | 27 | 10 | X | Foreign Large Blend |
| JPUS | JPMorgan Diversified Return US Eq ETF | Owns companies we recommend for divestment | 12 | 14 | 17 | 15 | X | Mid-Cap Value |
| JUSA | JPMorgan U.S. Research Enh Lg Cp ETF | Owns companies we recommend for divestment | 12 | 12 | 23 | 15 | X | Large Blend |
| MNHIX | Manning & Napier Pro-Blend Max Term I | Owns companies we recommend for divestment | 12 | 8 | 18 | 13 | X | Aggressive Allocation |
| MNHCX | Manning & Napier Pro-Blend Max Term L | Owns companies we recommend for divestment | 12 | 8 | 18 | 13 | X | Aggressive Allocation |
| MNHRX | Manning & Napier Pro-Blend Max Term R | Owns companies we recommend for divestment | 12 | 8 | 18 | 13 | X | Aggressive Allocation |
| MNHWX | Manning & Napier Pro-Blend Max Term W | Owns companies we recommend for divestment | 12 | 8 | 18 | 13 | X | Aggressive Allocation |
| JNL International Index I | Owns companies we recommend for divestment | 12 | 6 | 27 | 10 | X | Foreign Large Blend |
| TIEUX | Morgan Stanley Pathway Intl Eq | Owns companies we recommend for divestment | 12 | 6 | 27 | 10 | X | Foreign Large Blend |
| GIIAX | Nationwide International Index A | Owns companies we recommend for divestment | 12 | 6 | 27 | 10 | X | Foreign Large Blend |
| NWXPX | Nationwide International Index Instl Svc | Owns companies we recommend for divestment | 12 | 6 | 27 | 10 | X | Foreign Large Blend |
| GIIRX | Nationwide International Index R | Owns companies we recommend for divestment | 12 | 6 | 27 | 10 | X | Foreign Large Blend |
| GIXIX | Nationwide International Index R6 | Owns companies we recommend for divestment | 12 | 6 | 27 | 10 | X | Foreign Large Blend |
| NOINX | Northern International Equity Index | Owns companies we recommend for divestment | 12 | 6 | 28 | 10 | X | Foreign Large Blend |
| TCIHX | Nuveen International Eq Idx I | Owns companies we recommend for divestment | 12 | 6 | 28 | 10 | X | Foreign Large Blend |
| TRIPX | Nuveen International Eq Idx Premier | Owns companies we recommend for divestment | 12 | 6 | 28 | 10 | X | Foreign Large Blend |
| TCIEX | Nuveen International Eq Idx R6 | Owns companies we recommend for divestment | 12 | 6 | 28 | 10 | X | Foreign Large Blend |
| TRIEX | Nuveen International Eq Idx Retire | Owns companies we recommend for divestment | 12 | 6 | 28 | 10 | X | Foreign Large Blend |
| TCIWX | Nuveen International Eq Idx W | Owns companies we recommend for divestment | 12 | 6 | 28 | 10 | X | Foreign Large Blend |
| PTIN | Pacer Trendpilot International ETF | Owns companies we recommend for divestment | 12 | 4 | 27 | 8 | X | Foreign Large Blend |
| JNL/DFA US Small Cap A | Owns companies we recommend for divestment | 12 | 14 | 16 | 16 | X | Small Blend |
| IWX | iShares Russell Top 200 Value ETF | Owns companies we recommend for divestment | 12 | 9 | 21 | 11 | X | Large Value |
| EAEAX | Eaton Vance Tax-Managed Eq Aset Allc A | Owns companies we recommend for divestment | 12 | 12 | 20 | 13 | X | Aggressive Allocation |
| GSIE | Goldman Sachs ActiveBeta® Intl Eq ETF | Owns companies we recommend for divestment | 12 | 4 | 27 | 10 | X | Foreign Large Blend |
| ECEAX | Eaton Vance Tax-Managed Eq Aset Allc C | Owns companies we recommend for divestment | 12 | 12 | 20 | 13 | X | Aggressive Allocation |
| EIEAX | Eaton Vance Tax-Managed Eq Aset Allc I | Owns companies we recommend for divestment | 12 | 12 | 20 | 13 | X | Aggressive Allocation |
| MXPBX | Empower International Index Instl | Owns companies we recommend for divestment | 12 | 6 | 26 | 10 | X | Foreign Large Blend |
| MXINX | Empower International Index Inv | Owns companies we recommend for divestment | 12 | 6 | 26 | 10 | X | Foreign Large Blend |
| FSPSX | Fidelity International Index | Owns companies we recommend for divestment | 12 | 6 | 28 | 10 | X | Foreign Large Blend |
| ONEQ | Fidelity Nasdaq Composite ETF | Owns companies we recommend for divestment | 12 | 13 | 24 | 15 | X | Large Growth |
| FIONX | Fidelity SAI International Index | Owns companies we recommend for divestment | 12 | 6 | 28 | 10 | X | Foreign Large Blend |
| FHLFX | Fidelity Series International Index | Owns companies we recommend for divestment | 12 | 6 | 28 | 10 | X | Foreign Large Blend |
| AFLG | First Trust Active Factor Large Cap ETF | Owns companies we recommend for divestment | 12 | 15 | 18 | 13 | X | Large Blend |
| MISL | First Trust Indxx Aerspc & Defns ETF | Owns companies we recommend for divestment | 12 | 0 | 9 | 11 | X | Industrials |
| FAB | First Trust Multi Cap Val AlphaDEX® ETF | Owns companies we recommend for divestment | 12 | 14 | 17 | 17 | X | Mid-Cap Value |
| GBATX | GMO Strategic Opportunities Allc III | Owns companies we recommend for divestment | 12 | 18 | 43 | 17 | X | Global Allocation |
| GEFPX | Gotham Enhanced 500 Plus Institutional | Owns companies we recommend for divestment | 12 | 13 | 23 | 14 | X | Large Value |
| IWL | iShares Russell Top 200 ETF | Owns companies we recommend for divestment | 12 | 14 | 28 | 15 | X | Large Blend |
| GVALX | Gotham Large Value Institutional | Owns companies we recommend for divestment | 12 | 11 | 18 | 11 | X | Large Value |
| Intech S&P Large Cap Diversified Alp ETF | Owns companies we recommend for divestment | 12 | 18 | 23 | 16 | X | Large Blend |
| PFM | Invesco Dividend Achievers™ ETF | Owns companies we recommend for divestment | 12 | 12 | 16 | 11 | X | Large Value |
| RSPN | Invesco S&P 500® Equal Wt Indls ETF | Owns companies we recommend for divestment | 12 | 2 | 10 | 9 | X | Industrials |
| DGRO | iShares Core Dividend Growth ETF | Owns companies we recommend for divestment | 12 | 14 | 16 | 13 | X | Large Value |
| HEFA | iShares Currency Hedged MSCI EAFE ETF | Owns companies we recommend for divestment | 12 | 6 | 26 | 10 | X | Foreign Large Blend |
| EFA | iShares MSCI EAFE ETF | Owns companies we recommend for divestment | 12 | 6 | 26 | 10 | X | Foreign Large Blend |
| BTMGX | iShares MSCI EAFE Intl Idx G | Owns companies we recommend for divestment | 12 | 6 | 28 | 10 | X | Foreign Large Blend |
| MAIIX | iShares MSCI EAFE Intl Idx Instl | Owns companies we recommend for divestment | 12 | 6 | 28 | 10 | X | Foreign Large Blend |
| MDIIX | iShares MSCI EAFE Intl Idx Inv A | Owns companies we recommend for divestment | 12 | 6 | 28 | 10 | X | Foreign Large Blend |
| BTMPX | iShares MSCI EAFE Intl Idx Inv P | Owns companies we recommend for divestment | 12 | 6 | 28 | 10 | X | Foreign Large Blend |
| BTMKX | iShares MSCI EAFE Intl Idx K | Owns companies we recommend for divestment | 12 | 6 | 28 | 10 | X | Foreign Large Blend |
| CIL | VictoryShares International Vol Wtd ETF | Owns companies we recommend for divestment | 11 | 5 | 20 | 9 | X | Foreign Large Blend |
| VISVX | Vanguard Small Cap Value Index Inv | Owns companies we recommend for divestment | 11 | 11 | 7 | 17 | X | Small Value |
| CBFEX | American Funds Global Balanced 529E | Owns companies we recommend for divestment | 11 | 6 | 17 | 10 | X | Global Allocation |
| NPFCX | American Funds New Perspective C | Owns companies we recommend for divestment | 11 | 10 | 24 | 16 | X | Global Large-Stock Growth |
| RIDEX | American Funds Income Fund of Amer R4 | Owns companies we recommend for divestment | 11 | 7 | 14 | 8 | X | Moderately Aggressive Allocation |
| RIDFX | American Funds Income Fund of Amer R5 | Owns companies we recommend for divestment | 11 | 7 | 14 | 8 | X | Moderately Aggressive Allocation |
| RIDHX | American Funds Income Fund of Amer R5E | Owns companies we recommend for divestment | 11 | 7 | 14 | 8 | X | Moderately Aggressive Allocation |
| RIDGX | American Funds Income Fund of Amer R6 | Owns companies we recommend for divestment | 11 | 7 | 14 | 8 | X | Moderately Aggressive Allocation |
| FFPNX | American Funds New Perspective 529-F-2 | Owns companies we recommend for divestment | 11 | 10 | 24 | 16 | X | Global Large-Stock Growth |
| FNFPX | American Funds New Perspective 529-F-3 | Owns companies we recommend for divestment | 11 | 10 | 24 | 16 | X | Global Large-Stock Growth |
| CNPAX | American Funds New Perspective 529A | Owns companies we recommend for divestment | 11 | 10 | 24 | 16 | X | Global Large-Stock Growth |
| CNPCX | American Funds New Perspective 529C | Owns companies we recommend for divestment | 11 | 10 | 24 | 16 | X | Global Large-Stock Growth |
| CNPEX | American Funds New Perspective 529E | Owns companies we recommend for divestment | 11 | 10 | 24 | 16 | X | Global Large-Stock Growth |
| CNPFX | American Funds New Perspective 529F | Owns companies we recommend for divestment | 11 | 10 | 24 | 16 | X | Global Large-Stock Growth |
| ANWPX | American Funds New Perspective A | Owns companies we recommend for divestment | 11 | 10 | 24 | 16 | X | Global Large-Stock Growth |
| NPFFX | American Funds New Perspective F1 | Owns companies we recommend for divestment | 11 | 10 | 24 | 16 | X | Global Large-Stock Growth |
| RIEBX | American Funds Income Fund of Amer R2E | Owns companies we recommend for divestment | 11 | 7 | 14 | 8 | X | Moderately Aggressive Allocation |
| ANWFX | American Funds New Perspective F2 | Owns companies we recommend for divestment | 11 | 10 | 24 | 16 | X | Global Large-Stock Growth |
| FNPFX | American Funds New Perspective F3 | Owns companies we recommend for divestment | 11 | 10 | 24 | 16 | X | Global Large-Stock Growth |
| RNPAX | American Funds New Perspective R1 | Owns companies we recommend for divestment | 11 | 10 | 24 | 16 | X | Global Large-Stock Growth |
| RNPBX | American Funds New Perspective R2 | Owns companies we recommend for divestment | 11 | 10 | 24 | 16 | X | Global Large-Stock Growth |
| RPEBX | American Funds New Perspective R2E | Owns companies we recommend for divestment | 11 | 10 | 24 | 16 | X | Global Large-Stock Growth |
| RNPCX | American Funds New Perspective R3 | Owns companies we recommend for divestment | 11 | 10 | 24 | 16 | X | Global Large-Stock Growth |
| RNPEX | American Funds New Perspective R4 | Owns companies we recommend for divestment | 11 | 10 | 24 | 16 | X | Global Large-Stock Growth |
| RNPFX | American Funds New Perspective R5 | Owns companies we recommend for divestment | 11 | 10 | 24 | 16 | X | Global Large-Stock Growth |
| RNPHX | American Funds New Perspective R5E | Owns companies we recommend for divestment | 11 | 10 | 24 | 16 | X | Global Large-Stock Growth |
| RNPGX | American Funds New Perspective R6 | Owns companies we recommend for divestment | 11 | 10 | 24 | 16 | X | Global Large-Stock Growth |
| MALVX | BlackRock Advantage Large Cap Val Instl | Owns companies we recommend for divestment | 11 | 16 | 21 | 16 | X | Large Value |
| MDLVX | BlackRock Advantage Large Cap Val Inv A | Owns companies we recommend for divestment | 11 | 16 | 21 | 16 | X | Large Value |
| RIDCX | American Funds Income Fund of Amer R3 | Owns companies we recommend for divestment | 11 | 7 | 14 | 8 | X | Moderately Aggressive Allocation |
| RIDBX | American Funds Income Fund of Amer R2 | Owns companies we recommend for divestment | 11 | 7 | 14 | 8 | X | Moderately Aggressive Allocation |
| MLVKX | BlackRock Advantage Large Cap Val K | Owns companies we recommend for divestment | 11 | 16 | 21 | 16 | X | Large Value |
| RGBFX | American Funds Global Balanced R5 | Owns companies we recommend for divestment | 11 | 6 | 17 | 10 | X | Global Allocation |
| CBFFX | American Funds Global Balanced 529F1 | Owns companies we recommend for divestment | 11 | 6 | 17 | 10 | X | Global Allocation |
| GBLAX | American Funds Global Balanced A | Owns companies we recommend for divestment | 11 | 6 | 17 | 10 | X | Global Allocation |
| GBLCX | American Funds Global Balanced C | Owns companies we recommend for divestment | 11 | 6 | 17 | 10 | X | Global Allocation |
| GBLEX | American Funds Global Balanced F1 | Owns companies we recommend for divestment | 11 | 6 | 17 | 10 | X | Global Allocation |
| GBLFX | American Funds Global Balanced F2 | Owns companies we recommend for divestment | 11 | 6 | 17 | 10 | X | Global Allocation |
| GFBLX | American Funds Global Balanced F3 | Owns companies we recommend for divestment | 11 | 6 | 17 | 10 | X | Global Allocation |
| RGBLX | American Funds Global Balanced R1 | Owns companies we recommend for divestment | 11 | 6 | 17 | 10 | X | Global Allocation |
| RGBBX | American Funds Global Balanced R2 | Owns companies we recommend for divestment | 11 | 6 | 17 | 10 | X | Global Allocation |
| RGGHX | American Funds Global Balanced R2E | Owns companies we recommend for divestment | 11 | 6 | 17 | 10 | X | Global Allocation |
| RGBCX | American Funds Global Balanced R3 | Owns companies we recommend for divestment | 11 | 6 | 17 | 10 | X | Global Allocation |
| RGBEX | American Funds Global Balanced R4 | Owns companies we recommend for divestment | 11 | 6 | 17 | 10 | X | Global Allocation |
| RGBHX | American Funds Global Balanced R5E | Owns companies we recommend for divestment | 11 | 6 | 17 | 10 | X | Global Allocation |
| RIDAX | American Funds Income Fund of Amer R1 | Owns companies we recommend for divestment | 11 | 7 | 14 | 8 | X | Moderately Aggressive Allocation |
| RGBGX | American Funds Global Balanced R6 | Owns companies we recommend for divestment | 11 | 6 | 17 | 10 | X | Global Allocation |
| CIMAX | American Funds Income Fund of Amer 529A | Owns companies we recommend for divestment | 11 | 7 | 14 | 8 | X | Moderately Aggressive Allocation |
| CIMCX | American Funds Income Fund of Amer 529C | Owns companies we recommend for divestment | 11 | 7 | 14 | 8 | X | Moderately Aggressive Allocation |
| CIMEX | American Funds Income Fund of Amer 529E | Owns companies we recommend for divestment | 11 | 7 | 14 | 8 | X | Moderately Aggressive Allocation |
| CIMFX | American Funds Income Fund of Amer 529F1 | Owns companies we recommend for divestment | 11 | 7 | 14 | 8 | X | Moderately Aggressive Allocation |
| FAIFX | American Funds Income Fund of Amer 529F2 | Owns companies we recommend for divestment | 11 | 7 | 14 | 8 | X | Moderately Aggressive Allocation |
| FFIFX | American Funds Income Fund of Amer 529F3 | Owns companies we recommend for divestment | 11 | 7 | 14 | 8 | X | Moderately Aggressive Allocation |
| AMECX | American Funds Income Fund of Amer A | Owns companies we recommend for divestment | 11 | 7 | 14 | 8 | X | Moderately Aggressive Allocation |
| IFACX | American Funds Income Fund of Amer C | Owns companies we recommend for divestment | 11 | 7 | 14 | 8 | X | Moderately Aggressive Allocation |
| IFAFX | American Funds Income Fund of Amer F1 | Owns companies we recommend for divestment | 11 | 7 | 14 | 8 | X | Moderately Aggressive Allocation |
| AMEFX | American Funds Income Fund of Amer F2 | Owns companies we recommend for divestment | 11 | 7 | 14 | 8 | X | Moderately Aggressive Allocation |
| FIFAX | American Funds Income Fund of Amer F3 | Owns companies we recommend for divestment | 11 | 7 | 14 | 8 | X | Moderately Aggressive Allocation |
| MCLVX | BlackRock Advantage Large Cap Val Inv C | Owns companies we recommend for divestment | 11 | 16 | 21 | 16 | X | Large Value |
| MRLVX | BlackRock Advantage Large Cap Val R | Owns companies we recommend for divestment | 11 | 16 | 21 | 16 | X | Large Value |
| VSIIX | Vanguard Small Cap Value Index I | Owns companies we recommend for divestment | 11 | 11 | 7 | 17 | X | Small Value |
| PMPRX | Principal MidCap Value I R3 | Owns companies we recommend for divestment | 11 | 14 | 11 | 17 | X | Mid-Cap Value |
| JNL/AQR Large Cap Defensive Style A | Owns companies we recommend for divestment | 11 | 9 | 17 | 13 | X | Large Blend |
| JNL/AQR Large Cap Defensive Style I | Owns companies we recommend for divestment | 11 | 9 | 17 | 13 | X | Large Blend |
| JMOM | JPMorgan US Momentum Factor ETF | Owns companies we recommend for divestment | 11 | 12 | 18 | 13 | X | Large Blend |
| LSVVX | LSV Conservative Value Equity | Owns companies we recommend for divestment | 11 | 15 | 18 | 12 | X | Large Value |
| LVAVX | LSV Conservative Value Equity Investor | Owns companies we recommend for divestment | 11 | 15 | 18 | 12 | X | Large Value |
| NCGFX | New Covenant Growth | Owns companies we recommend for divestment | 11 | 29 | 32 | 27 | X | Large Blend |
| HFXI | NYLI FTSE International Eq Ccy Netrl ETF | Owns companies we recommend for divestment | 11 | 5 | 25 | 9 | X | Foreign Large Blend |
| OALC | OneAscent Large Cap Core ETF | Owns companies we recommend for divestment | 11 | 14 | 25 | 13 | X | Large Blend |
| PCMVX | Principal MidCap Value I A | Owns companies we recommend for divestment | 11 | 14 | 11 | 17 | X | Mid-Cap Value |
| PVMIX | Principal MidCap Value I Inst | Owns companies we recommend for divestment | 11 | 14 | 11 | 17 | X | Mid-Cap Value |
| PVEJX | Principal MidCap Value I J | Owns companies we recommend for divestment | 11 | 14 | 11 | 17 | X | Mid-Cap Value |
| PABVX | Principal MidCap Value I R5 | Owns companies we recommend for divestment | 11 | 14 | 11 | 17 | X | Mid-Cap Value |
| LRGF | iShares U.S. Equity Factor ETF | Owns companies we recommend for divestment | 11 | 16 | 26 | 15 | X | Large Blend |
| PCMSX | Principal MidCap Value I R6 | Owns companies we recommend for divestment | 11 | 14 | 11 | 17 | X | Mid-Cap Value |
| TMLCX | SEI Tax-Managed Large Cap F (SIMT) | Owns companies we recommend for divestment | 11 | 17 | 26 | 16 | X | Large Blend |
| STLYX | SEI Tax-Managed Large Cap Y (SIMT) | Owns companies we recommend for divestment | 11 | 17 | 26 | 16 | X | Large Blend |
| ITAN | Sparkline Intangible Value ETF | Owns companies we recommend for divestment | 11 | 9 | 19 | 17 | X | Large Value |
| ROKT | SPDR® Kensho Final Frontiers ETF | Owns companies we recommend for divestment | 11 | 0 | 8 | 9 | X | Industrials |
| NZAC | SPDR® MSCI ACWI Climate Paris AlignedETF | Owns companies we recommend for divestment | 11 | 16 | 23 | 22 | V | Global Large-Stock Blend |
| CWI | SPDR® MSCI ACWI ex-US ETF | Owns companies we recommend for divestment | 11 | 6 | 26 | 10 | X | Foreign Large Blend |
| TRSGX | T. Rowe Price Spectrum Mod Gr Allc | Owns companies we recommend for divestment | 11 | 9 | 25 | 14 | X | Moderately Aggressive Allocation |
| TGIPX | T. Rowe Price Spectrum Mod Gr Allc I | Owns companies we recommend for divestment | 11 | 9 | 25 | 14 | X | Moderately Aggressive Allocation |
| TPPAX | T. Rowe Price Spectrum Moderate Allc I | Owns companies we recommend for divestment | 11 | 9 | 25 | 14 | X | Moderate Allocation |
| TRPBX | T. Rowe Price Spectrum Moderate Allc Inv | Owns companies we recommend for divestment | 11 | 9 | 25 | 14 | X | Moderate Allocation |
| VSIAX | Vanguard Small Cap Value Index Admiral | Owns companies we recommend for divestment | 11 | 11 | 7 | 17 | X | Small Value |
| JHMD | JHancock Multifactor Developed Intl ETF | Owns companies we recommend for divestment | 11 | 4 | 27 | 9 | X | Foreign Large Blend |
| IWS | iShares Russell Mid-Cap Value ETF | Owns companies we recommend for divestment | 11 | 14 | 10 | 17 | X | Mid-Cap Value |
| MKSCX | BlackRock Sustainable Advantage Gbl Eq K | Owns companies we recommend for divestment | 11 | 13 | 26 | 13 | V | Global Large-Stock Blend |
| FINSX | Fidelity Advisor New Insights I | Owns companies we recommend for divestment | 11 | 12 | 23 | 14 | X | Large Growth |
| MDSCX | BlackRock Sustainable Advantage Gl EqIns | Owns companies we recommend for divestment | 11 | 13 | 26 | 13 | V | Global Large-Stock Blend |
| MASCX | BlackRock Sustainable Advantage GlEqInvA | Owns companies we recommend for divestment | 11 | 13 | 26 | 13 | V | Global Large-Stock Blend |
| CFJAX | Calvert US Large Cap Value Rspnb Idx A | Owns companies we recommend for divestment | 11 | 13 | 16 | 16 | V | Large Value |
| CFJIX | Calvert US Large Cap Value Rspnb Idx I | Owns companies we recommend for divestment | 11 | 13 | 16 | 16 | V | Large Value |
| CLVRX | Calvert US Large Cap Value Rspnb Idx R6 | Owns companies we recommend for divestment | 11 | 13 | 16 | 16 | V | Large Value |
| CRQSX | Catholic Rspnsbl Invst Equity Idx Ins | Owns companies we recommend for divestment | 11 | 22 | 26 | 16 | X | Large Blend |
| REVS | Columbia Research Enhanced Value ETF | Owns companies we recommend for divestment | 11 | 10 | 12 | 11 | X | Large Value |
| DIHRX | DFA Intl Hi Relatv Profitability Instl | Owns companies we recommend for divestment | 11 | 2 | 29 | 6 | X | Foreign Large Blend |
| DFSTX | DFA US Small Cap I | Owns companies we recommend for divestment | 11 | 14 | 15 | 16 | X | Small Blend |
| DFAS | Dimensional US Small Cap ETF | Owns companies we recommend for divestment | 11 | 14 | 15 | 16 | X | Small Blend |
| FNIAX | Fidelity Advisor New Insights A | Owns companies we recommend for divestment | 11 | 12 | 23 | 14 | X | Large Growth |
| FNICX | Fidelity Advisor New Insights C | Owns companies we recommend for divestment | 11 | 12 | 23 | 14 | X | Large Growth |
| FNITX | Fidelity Advisor New Insights M | Owns companies we recommend for divestment | 11 | 12 | 23 | 14 | X | Large Growth |
| IUSG | iShares Core S&P US Growth ETF | Owns companies we recommend for divestment | 11 | 13 | 21 | 15 | X | Large Growth |
| FZANX | Fidelity Advisor New Insights Z | Owns companies we recommend for divestment | 11 | 12 | 23 | 14 | X | Large Growth |
| FIMVX | Fidelity Mid Cap Value Index | Owns companies we recommend for divestment | 11 | 14 | 10 | 17 | X | Mid-Cap Value |
| FSUVX | Fidelity SAI US LowVolatility Idx | Owns companies we recommend for divestment | 11 | 6 | 13 | 15 | X | Large Blend |
| FVD | First Trust Value Line® Dividend ETF | Owns companies we recommend for divestment | 11 | 6 | 13 | 11 | X | Large Value |
| UDIV | Franklin US Core Dividend Tilt Index ETF | Owns companies we recommend for divestment | 11 | 14 | 21 | 15 | X | Large Blend |
| AUSF | Global X Adaptive US Factor ETF | Owns companies we recommend for divestment | 11 | 16 | 14 | 11 | X | Mid-Cap Value |
| GIIYX | GuideStone Funds Intl Eq Idx Instl | Owns companies we recommend for divestment | 11 | 6 | 24 | 10 | X | Foreign Large Blend |
| GIIZX | GuideStone Funds Intl Eq Idx Investor | Owns companies we recommend for divestment | 11 | 6 | 24 | 10 | X | Foreign Large Blend |
| HAPI | Harbor Human Capital Factor US LrgCapETF | Owns companies we recommend for divestment | 11 | 4 | 18 | 9 | X | Large Blend |
| HLGE | Hartford Longevity Economy ETF | Owns companies we recommend for divestment | 11 | 18 | 23 | 16 | X | Mid-Cap Blend |
| NACP | Impact Shares NAACP Minority Empwrmt ETF | Owns companies we recommend for divestment | 11 | 13 | 22 | 14 | V | Large Blend |
| DIVB | iShares Core Dividend ETF | Owns companies we recommend for divestment | 11 | 13 | 16 | 13 | X | Large Value |
| FTC | First Trust Large Cap Gr AlphaDEX® ETF | Owns companies we recommend for divestment | 9 | 6 | 15 | 7 | X | Large Growth |
| FVWSX | Fidelity Series Opportunistic Insights | Owns companies we recommend for divestment | 9 | 12 | 23 | 10 | X | Large Growth |
| PIDIX | Principal International EQ Index Instl | Owns companies we recommend for divestment | 12 | 6 | 26 | 10 | X | Foreign Large Blend |
| WINAX | Wilmington International A | Owns companies we recommend for divestment | 7 | 6 | 12 | 7 | X | Foreign Large Blend |
| VTWG | Vanguard Russell 2000 Growth ETF | Owns companies we recommend for divestment | 7 | 6 | 6 | 5 | X | Small Growth |
| VRTGX | Vanguard Russell 2000 Growth Index I | Owns companies we recommend for divestment | 7 | 6 | 6 | 5 | X | Small Growth |
| VTWV | Vanguard Russell 2000 Value ETF | Owns companies we recommend for divestment | 7 | 7 | 8 | 6 | X | Small Value |
| VRTVX | Vanguard Russell 2000 Value Index I | Owns companies we recommend for divestment | 7 | 7 | 8 | 6 | X | Small Value |
| VFMV | Vanguard US Minimum Volatility ETF | Owns companies we recommend for divestment | 7 | 8 | 15 | 10 | X | Mid-Cap Blend |
| VWNAX | Vanguard Windsor™ II Admiral™ | Owns companies we recommend for divestment | 7 | 9 | 19 | 14 | X | Large Value |
| VWNFX | Vanguard Windsor™ II Inv | Owns companies we recommend for divestment | 7 | 9 | 19 | 14 | X | Large Value |
| UTMAX | Victory Target Managed Allocation | Owns companies we recommend for divestment | 7 | 14 | 21 | 17 | X | Tactical Allocation |
| UIVM | VictoryShares International Val MomtETF | Owns companies we recommend for divestment | 7 | 2 | 14 | 4 | X | Foreign Large Value |
| MODL | VictoryShares WestEnd U.S. Sector ETF | Owns companies we recommend for divestment | 7 | 21 | 21 | 16 | X | Large Blend |
| BFRE | Westwood LBRTY Global Equity ETF | Owns companies we recommend for divestment | 7 | 9 | 12 | 8 | X | Global Large-Stock Blend |
| WINIX | Wilmington International Institutional | Owns companies we recommend for divestment | 7 | 6 | 12 | 7 | X | Foreign Large Blend |
| KRUZ | Unusual Whales Subversive Rep Trd ETF | Owns companies we recommend for divestment | 7 | 7 | 16 | 8 | X | Large Blend |
| DON | WisdomTree US MidCap Dividend ETF | Owns companies we recommend for divestment | 7 | 5 | 6 | 8 | X | Mid-Cap Value |
| USMF | WisdomTree US Multifactor | Owns companies we recommend for divestment | 7 | 6 | 10 | 9 | X | Mid-Cap Blend |
| USSG | Xtrackers MSCI USA Selection Eq ETF | Owns companies we recommend for divestment | 7 | 12 | 15 | 9 | V | Large Blend |
| SNPE | Xtrackers S&P 500 Scrd & Scrn ETF | Owns companies we recommend for divestment | 7 | 17 | 16 | 10 | V | Large Blend |
| TRFM | AAM Transformers ETF | Owns companies we recommend for divestment | 8 | 5 | 15 | 9 | X | Technology |
| BEQAX | American Century Equity Growth A | Owns companies we recommend for divestment | 8 | 8 | 17 | 12 | X | Large Blend |
| AEYCX | American Century Equity Growth C | Owns companies we recommend for divestment | 8 | 8 | 17 | 12 | X | Large Blend |
| AMEIX | American Century Equity Growth I | Owns companies we recommend for divestment | 8 | 8 | 17 | 12 | X | Large Blend |
| BEQGX | American Century Equity Growth Inv | Owns companies we recommend for divestment | 8 | 8 | 17 | 12 | X | Large Blend |
| AEYRX | American Century Equity Growth R | Owns companies we recommend for divestment | 8 | 8 | 17 | 12 | X | Large Blend |
| AEYGX | American Century Equity Growth R5 | Owns companies we recommend for divestment | 8 | 8 | 17 | 12 | X | Large Blend |
| CIRAX | American Funds Capital Income Bldr 529A | Owns companies we recommend for divestment | 8 | 8 | 14 | 9 | X | Global Allocation |
| VPCCX | Vanguard PRIMECAP Core Inv | Owns companies we recommend for divestment | 7 | 8 | 19 | 9 | X | Large Blend |
| TAMMX | Transamerica Multi-Managed Balanced R6 | Owns companies we recommend for divestment | 7 | 10 | 17 | 13 | X | Moderate Allocation |
| CIREX | American Funds Capital Income Bldr 529E | Owns companies we recommend for divestment | 8 | 8 | 14 | 9 | X | Global Allocation |
| SDY | SPDR® S&P Dividend ETF | Owns companies we recommend for divestment | 7 | 7 | 11 | 6 | X | Mid-Cap Value |
| RLECX | Russell Inv US Small Cap Equity C | Owns companies we recommend for divestment | 7 | 5 | 9 | 7 | X | Small Blend |
| RUNTX | Russell Inv US Small Cap Equity M | Owns companies we recommend for divestment | 7 | 5 | 9 | 7 | X | Small Blend |
| RSCRX | Russell Inv US Small Cap Equity R6 | Owns companies we recommend for divestment | 7 | 5 | 9 | 7 | X | Small Blend |
| RLESX | Russell Inv US Small Cap Equity S | Owns companies we recommend for divestment | 7 | 5 | 9 | 7 | X | Small Blend |
| REBYX | Russell Inv US Small Cap Equity Y | Owns companies we recommend for divestment | 7 | 5 | 9 | 7 | X | Small Blend |
| SSMAX | SEI Small/Mid Cap Equity A (SIIT) | Owns companies we recommend for divestment | 7 | 7 | 9 | 11 | X | Small Blend |
| WEUSX | SEI World Equity Ex-US A (SIIT) | Owns companies we recommend for divestment | 7 | 5 | 21 | 5 | X | Foreign Large Blend |
| CIUEX | Six Circles International Uncon Eq | Owns companies we recommend for divestment | 7 | 7 | 22 | 10 | X | Europe Stock |
| CMIUX | Six Circles Mgd Eq Port Intl Uncons | Owns companies we recommend for divestment | 7 | 7 | 23 | 10 | X | Europe Stock |
| ONEV | SPDR® Russell 1000 Low Vol Foc ETF | Owns companies we recommend for divestment | 7 | 7 | 8 | 8 | X | Mid-Cap Value |
| EFIV | SPDR® S&P 500® ESG ETF | Owns companies we recommend for divestment | 7 | 17 | 16 | 10 | V | Large Blend |
| STXM | Strive Mid-Cap ETF | Owns companies we recommend for divestment | 7 | 4 | 7 | 8 | X | Mid-Cap Blend |
| TAAHX | Transamerica Multi-Managed Balanced R | Owns companies we recommend for divestment | 7 | 10 | 17 | 13 | X | Moderate Allocation |
| RPGIX | T. Rowe Price Global Industrials | Owns companies we recommend for divestment | 7 | 1 | 9 | 3 | X | Industrials |
| TRGAX | T. Rowe Price Global Industrials I | Owns companies we recommend for divestment | 7 | 1 | 9 | 3 | X | Industrials |
| TBLTX | Transamerica Balanced II I3 | Owns companies we recommend for divestment | 7 | 10 | 17 | 13 | X | Moderate Allocation |
| TBLRX | Transamerica Balanced II R | Owns companies we recommend for divestment | 7 | 10 | 17 | 13 | X | Moderate Allocation |
| TLACX | Transamerica Large Core ESG A | Owns companies we recommend for divestment | 7 | 10 | 16 | 9 | V | Large Blend |
| TLATX | Transamerica Large Core ESG I3 | Owns companies we recommend for divestment | 7 | 10 | 16 | 9 | V | Large Blend |
| TLARX | Transamerica Large Core ESG R | Owns companies we recommend for divestment | 7 | 10 | 16 | 9 | V | Large Blend |
| TLAFX | Transamerica Large Core ESG R4 | Owns companies we recommend for divestment | 7 | 10 | 16 | 9 | V | Large Blend |
| TLASX | Transamerica Large Core ESG R6 | Owns companies we recommend for divestment | 7 | 10 | 16 | 9 | V | Large Blend |
| IBALX | Transamerica Multi-Managed Balanced A | Owns companies we recommend for divestment | 7 | 10 | 17 | 13 | X | Moderate Allocation |
| IBLLX | Transamerica Multi-Managed Balanced C | Owns companies we recommend for divestment | 7 | 10 | 17 | 13 | X | Moderate Allocation |
| TBLIX | Transamerica Multi-Managed Balanced I | Owns companies we recommend for divestment | 7 | 10 | 17 | 13 | X | Moderate Allocation |
| CIRCX | American Funds Capital Income Bldr 529C | Owns companies we recommend for divestment | 8 | 8 | 14 | 9 | X | Global Allocation |
| CIRFX | American Funds Capital Income Bldr 529F | Owns companies we recommend for divestment | 8 | 8 | 14 | 9 | X | Global Allocation |
| OFVIX | O'Shaughnessy Market Leaders Value I | Owns companies we recommend for divestment | 7 | 4 | 9 | 5 | X | Large Value |
| FCSDX | Fidelity Advisor Strategic Div & Inc C | Owns companies we recommend for divestment | 8 | 10 | 17 | 13 | X | Moderately Aggressive Allocation |
| ECTGX | Eaton Vance Tx-Mgd Growth 1.1 C | Owns companies we recommend for divestment | 8 | 10 | 16 | 11 | X | Large Blend |
| EITMX | Eaton Vance Tx-Mgd Growth 1.1 I | Owns companies we recommend for divestment | 8 | 10 | 16 | 11 | X | Large Blend |
| EXTGX | Eaton Vance Tx-Mgd Growth 1.2 A | Owns companies we recommend for divestment | 8 | 10 | 16 | 11 | X | Large Blend |
| EZTGX | Eaton Vance Tx-Mgd Growth 1.2 C | Owns companies we recommend for divestment | 8 | 10 | 16 | 11 | X | Large Blend |
| EITGX | Eaton Vance Tx-Mgd Growth 1.2 I | Owns companies we recommend for divestment | 8 | 10 | 16 | 11 | X | Large Blend |
| FCLAX | Fidelity Advisor Industrials A | Owns companies we recommend for divestment | 8 | 2 | 5 | 5 | X | Industrials |
| FCLCX | Fidelity Advisor Industrials C | Owns companies we recommend for divestment | 8 | 2 | 5 | 5 | X | Industrials |
| FCLIX | Fidelity Advisor Industrials I | Owns companies we recommend for divestment | 8 | 2 | 5 | 5 | X | Industrials |
| FCLTX | Fidelity Advisor Industrials M | Owns companies we recommend for divestment | 8 | 2 | 5 | 5 | X | Industrials |
| FIKEX | Fidelity Advisor Industrials Z | Owns companies we recommend for divestment | 8 | 2 | 5 | 5 | X | Industrials |
| FASDX | Fidelity Advisor Strategic Div & Inc A | Owns companies we recommend for divestment | 8 | 10 | 17 | 13 | X | Moderately Aggressive Allocation |
| FSIDX | Fidelity Advisor Strategic Div & Inc I | Owns companies we recommend for divestment | 8 | 10 | 17 | 13 | X | Moderately Aggressive Allocation |
| CAPEX | Eaton Vance Tx-Mgd Growth 1.0 | Owns companies we recommend for divestment | 8 | 10 | 16 | 11 | X | Large Blend |
| FTSDX | Fidelity Advisor Strategic Div & Inc M | Owns companies we recommend for divestment | 8 | 10 | 17 | 13 | X | Moderately Aggressive Allocation |
| FIQWX | Fidelity Advisor Strategic Div & Inc Z | Owns companies we recommend for divestment | 8 | 10 | 17 | 13 | X | Moderately Aggressive Allocation |
| FBAOX | Fidelity Advisor® Balanced A | Owns companies we recommend for divestment | 8 | 15 | 22 | 12 | X | Moderate Allocation |
| FBARX | Fidelity Advisor® Balanced C | Owns companies we recommend for divestment | 8 | 15 | 22 | 12 | X | Moderate Allocation |
| FBAUX | Fidelity Advisor® Balanced I | Owns companies we recommend for divestment | 8 | 15 | 22 | 12 | X | Moderate Allocation |
| FBAQX | Fidelity Advisor® Balanced M | Owns companies we recommend for divestment | 8 | 15 | 22 | 12 | X | Moderate Allocation |
| FBAVX | Fidelity Advisor® Balanced Z | Owns companies we recommend for divestment | 8 | 15 | 22 | 12 | X | Moderate Allocation |
| FBALX | Fidelity Balanced | Owns companies we recommend for divestment | 8 | 15 | 22 | 12 | X | Moderate Allocation |
| FBAKX | Fidelity Balanced K | Owns companies we recommend for divestment | 8 | 15 | 22 | 12 | X | Moderate Allocation |
| FBKFX | Fidelity Balanced K6 | Owns companies we recommend for divestment | 8 | 13 | 23 | 11 | X | Moderate Allocation |
| FCYIX | Fidelity Select Industrials Portfolio | Owns companies we recommend for divestment | 8 | 2 | 5 | 5 | X | Industrials |
| FSDIX | Fidelity Strategic Dividend & Income | Owns companies we recommend for divestment | 8 | 10 | 17 | 13 | X | Moderately Aggressive Allocation |
| ETTGX | Eaton Vance Tx-Mgd Growth 1.1 A | Owns companies we recommend for divestment | 8 | 10 | 16 | 11 | X | Large Blend |
| QTUM | Defiance Quantum ETF | Owns companies we recommend for divestment | 8 | 2 | 13 | 10 | X | Technology |
| FBCIX | American Funds Capital Income Bldr 529F2 | Owns companies we recommend for divestment | 8 | 8 | 14 | 9 | X | Global Allocation |
| RIRHX | American Funds Capital Income Bldr R5E | Owns companies we recommend for divestment | 8 | 8 | 14 | 9 | X | Global Allocation |
| FWCBX | American Funds Capital Income Bldr 529F3 | Owns companies we recommend for divestment | 8 | 8 | 14 | 9 | X | Global Allocation |
| CAIBX | American Funds Capital Income Bldr A | Owns companies we recommend for divestment | 8 | 8 | 14 | 9 | X | Global Allocation |
| CIBCX | American Funds Capital Income Bldr C | Owns companies we recommend for divestment | 8 | 8 | 14 | 9 | X | Global Allocation |
| CIBFX | American Funds Capital Income Bldr F1 | Owns companies we recommend for divestment | 8 | 8 | 14 | 9 | X | Global Allocation |
| CAIFX | American Funds Capital Income Bldr F2 | Owns companies we recommend for divestment | 8 | 8 | 14 | 9 | X | Global Allocation |
| CFIHX | American Funds Capital Income Bldr F3 | Owns companies we recommend for divestment | 8 | 8 | 14 | 9 | X | Global Allocation |
| RIRAX | American Funds Capital Income Bldr R1 | Owns companies we recommend for divestment | 8 | 8 | 14 | 9 | X | Global Allocation |
| RIRBX | American Funds Capital Income Bldr R2 | Owns companies we recommend for divestment | 8 | 8 | 14 | 9 | X | Global Allocation |
| RCEEX | American Funds Capital Income Bldr R2E | Owns companies we recommend for divestment | 8 | 8 | 14 | 9 | X | Global Allocation |
| RIRCX | American Funds Capital Income Bldr R3 | Owns companies we recommend for divestment | 8 | 8 | 14 | 9 | X | Global Allocation |
| RIREX | American Funds Capital Income Bldr R4 | Owns companies we recommend for divestment | 8 | 8 | 14 | 9 | X | Global Allocation |
| RIRFX | American Funds Capital Income Bldr R5 | Owns companies we recommend for divestment | 8 | 8 | 14 | 9 | X | Global Allocation |
| RIRGX | American Funds Capital Income Bldr R6 | Owns companies we recommend for divestment | 8 | 8 | 14 | 9 | X | Global Allocation |
| FUNL | CornerCap Fundametrics® Lrg-Cap ETF FUNL | Owns companies we recommend for divestment | 8 | 8 | 14 | 10 | X | Large Value |
| Aquarius International | Owns companies we recommend for divestment | 8 | 6 | 23 | 10 | X | Foreign Large Blend |
| AVIV | Avantis International Large Cap Val ETF | Owns companies we recommend for divestment | 8 | 1 | 25 | 3 | X | Foreign Large Value |
| LDVAX | AXS FTSE Vntr Cptl RetTrckr A | Owns companies we recommend for divestment | 8 | 7 | 17 | 10 | X | Large Growth |
| LDVCX | AXS FTSE Vntr Cptl RetTrckr C | Owns companies we recommend for divestment | 8 | 7 | 17 | 10 | X | Large Growth |
| LDVIX | AXS FTSE Vntr Cptl RetTrckr I | Owns companies we recommend for divestment | 8 | 7 | 17 | 10 | X | Large Growth |
| BRZIX | BlackRock Sus Adg Intl Eq Ins | Owns companies we recommend for divestment | 8 | 3 | 17 | 5 | V | Foreign Large Blend |
| BRZAX | BlackRock Sus Adg Intl Eq Inv A | Owns companies we recommend for divestment | 8 | 3 | 17 | 5 | V | Foreign Large Blend |
| BRZKX | BlackRock Sus Adg Intl Eq K | Owns companies we recommend for divestment | 8 | 3 | 17 | 5 | V | Foreign Large Blend |
| CGJAX | Calvert US Large Cap Growth Rspnb Idx A | Owns companies we recommend for divestment | 8 | 9 | 17 | 13 | V | Large Growth |
| CGJIX | Calvert US Large Cap Growth Rspnb Idx I | Owns companies we recommend for divestment | 8 | 9 | 17 | 13 | V | Large Growth |
| CLGRX | Calvert US Large Cap Growth Rspnb Idx R6 | Owns companies we recommend for divestment | 8 | 9 | 17 | 13 | V | Large Growth |
| CGGE | Capital Group Global Equity ETF | Owns companies we recommend for divestment | 8 | 5 | 12 | 10 | X | Global Large-Stock Blend |
| RLACX | Russell Inv US Small Cap Equity A | Owns companies we recommend for divestment | 7 | 5 | 9 | 7 | X | Small Blend |
| EPLMX | NYLI Epoch U.S. Equity Yield SIMPLE Cl | Owns companies we recommend for divestment | 7 | 4 | 12 | 7 | X | Large Value |
| XUDV | Franklin U.S. Dividend Mltplr Idx ETF | Owns companies we recommend for divestment | 8 | 7 | 11 | 7 | X | Large Value |
| INFO | Harbor PanAgora Dynamic Lg Cp Cor ETF | Owns companies we recommend for divestment | 7 | 11 | 16 | 11 | X | Large Blend |
| DIVI | Franklin Intl Core Div Tlt Idx ETF | Owns companies we recommend for divestment | 7 | 2 | 21 | 7 | X | Foreign Large Value |
| ALTY | Global X Alternative Income ETF | Owns companies we recommend for divestment | 7 | 12 | 14 | 12 | X | Aggressive Allocation |
| CEFA | Global X S&P Cthlc Vls Dvlpd ex-US ETF | Owns companies we recommend for divestment | 7 | 2 | 19 | 4 | X | Foreign Large Blend |
| GCTAX | Goldman Sachs US Tax-Managed Eq A | Owns companies we recommend for divestment | 7 | 10 | 17 | 11 | X | Large Blend |
| GCTCX | Goldman Sachs US Tax-Managed Eq C | Owns companies we recommend for divestment | 7 | 10 | 17 | 11 | X | Large Blend |
| GCTIX | Goldman Sachs US Tax-Managed Eq Instl | Owns companies we recommend for divestment | 7 | 10 | 17 | 11 | X | Large Blend |
| GQIRX | Goldman Sachs US Tax-Managed Eq Inv | Owns companies we recommend for divestment | 7 | 10 | 17 | 11 | X | Large Blend |
| GSDPX | Goldman Sachs US Tax-Managed Eq P | Owns companies we recommend for divestment | 7 | 10 | 17 | 11 | X | Large Blend |
| GCTRX | Goldman Sachs US Tax-Managed Eq R6 | Owns companies we recommend for divestment | 7 | 10 | 17 | 11 | X | Large Blend |
| GCTSX | Goldman Sachs US Tax-Managed Eq Svc | Owns companies we recommend for divestment | 7 | 10 | 17 | 11 | X | Large Blend |
| GVEQX | Government Street Equity | Owns companies we recommend for divestment | 7 | 8 | 16 | 11 | X | Large Blend |
| HIACX | Hartford Capital Appreciation HLS IA | Owns companies we recommend for divestment | 7 | 10 | 17 | 13 | X | Large Blend |
| SMYSX | Franklin Global Equity IS | Owns companies we recommend for divestment | 7 | 12 | 17 | 10 | X | Global Large-Stock Blend |
| HIBCX | Hartford Capital Appreciation HLS IB | Owns companies we recommend for divestment | 7 | 10 | 17 | 13 | X | Large Blend |
| HCPCX | Hartford Capital Appreciation HLS IC | Owns companies we recommend for divestment | 7 | 10 | 17 | 13 | X | Large Blend |
| HESAX | Horizon Defensive Core Advisor | Owns companies we recommend for divestment | 7 | 12 | 15 | 9 | V | Large Blend |
| HESGX | Horizon Defensive Core Investor | Owns companies we recommend for divestment | 7 | 12 | 15 | 9 | V | Large Blend |
| USRTX | Horizon Multi-Factor U.S. Equity Advisor | Owns companies we recommend for divestment | 7 | 11 | 13 | 13 | X | Large Blend |
| USRAX | Horizon Multi-Factor U.S. Equity Inv | Owns companies we recommend for divestment | 7 | 11 | 13 | 13 | X | Large Blend |
| PTL | Inspire 500 ETF | Owns companies we recommend for divestment | 7 | 8 | 7 | 8 | X | Large Blend |
| Intech S&P Small-Mid Cap Divers Alp ETF | Owns companies we recommend for divestment | 7 | 9 | 7 | 11 | X | Mid-Cap Blend |
| IVLU | iShares Edge MSCI Intl Value Factor ETF | Owns companies we recommend for divestment | 7 | 4 | 18 | 5 | X | Foreign Large Value |
| SUSL | iShares ESG MSCI USA Leaders ETF | Owns companies we recommend for divestment | 7 | 12 | 15 | 9 | V | Large Blend |
| ESMV | iShares ESG MSCI USA Min Vol Factor ETF | Owns companies we recommend for divestment | 7 | 8 | 13 | 8 | V | Large Blend |
| EFV | iShares MSCI EAFE Value ETF | Owns companies we recommend for divestment | 7 | 2 | 17 | 6 | X | Foreign Large Value |
| INCE | Franklin Income Equity Focus ETF | Owns companies we recommend for divestment | 7 | 2 | 11 | 3 | X | Large Blend |
| SMYIX | Franklin Global Equity I | Owns companies we recommend for divestment | 7 | 12 | 17 | 10 | X | Global Large-Stock Blend |
| MTUM | iShares MSCI USA Momentum Factor ETF | Owns companies we recommend for divestment | 7 | 6 | 8 | 7 | X | Large Blend |
| FPUKX | Fidelity Puritan K | Owns companies we recommend for divestment | 7 | 11 | 15 | 11 | X | Moderate Allocation |
| FGJDX | Fidelity Advisor® Growth & Income I | Owns companies we recommend for divestment | 7 | 6 | 15 | 9 | X | Large Blend |
| FGIEX | Fidelity Advisor® Growth & Income M | Owns companies we recommend for divestment | 7 | 6 | 15 | 9 | X | Large Blend |
| FGJEX | Fidelity Advisor® Growth & Income Z | Owns companies we recommend for divestment | 7 | 6 | 15 | 9 | X | Large Blend |
| FDRR | Fidelity Dividend ETF for Rising Rates | Owns companies we recommend for divestment | 7 | 5 | 18 | 8 | X | Large Value |
| FGRIX | Fidelity Growth & Income | Owns companies we recommend for divestment | 7 | 6 | 15 | 9 | X | Large Blend |
| FGIKX | Fidelity Growth & Income K | Owns companies we recommend for divestment | 7 | 6 | 15 | 9 | X | Large Blend |
| FDVV | Fidelity High Dividend ETF | Owns companies we recommend for divestment | 7 | 5 | 17 | 8 | X | Large Value |
| FLPSX | Fidelity Low-Priced Stock | Owns companies we recommend for divestment | 7 | 6 | 8 | 8 | X | Mid-Cap Value |
| FLPKX | Fidelity Low-Priced Stock K | Owns companies we recommend for divestment | 7 | 6 | 8 | 8 | X | Mid-Cap Value |
| FLKSX | Fidelity Low-Priced Stock K6 | Owns companies we recommend for divestment | 7 | 6 | 8 | 8 | X | Mid-Cap Value |
| FPURX | Fidelity Puritan | Owns companies we recommend for divestment | 7 | 11 | 15 | 11 | X | Moderate Allocation |
| FPKFX | Fidelity Puritan K6 | Owns companies we recommend for divestment | 7 | 11 | 15 | 12 | X | Moderate Allocation |
| SILLX | Franklin Global Equity C | Owns companies we recommend for divestment | 7 | 12 | 17 | 10 | X | Global Large-Stock Blend |
| FECGX | Fidelity Small Cap Growth Index | Owns companies we recommend for divestment | 7 | 6 | 6 | 5 | X | Small Growth |
| FISVX | Fidelity Small Cap Value Index | Owns companies we recommend for divestment | 7 | 7 | 8 | 6 | X | Small Value |
| FSMD | Fidelity Small-Mid Multifactor ETF | Owns companies we recommend for divestment | 7 | 6 | 8 | 8 | X | Small Blend |
| FDSSX | Fidelity Stock Selec | Owns companies we recommend for divestment | 7 | 12 | 18 | 10 | X | Large Blend |
| FSSKX | Fidelity Stock Selec-Class K | Owns companies we recommend for divestment | 7 | 12 | 18 | 10 | X | Large Blend |
| FITLX | Fidelity U.S. Sustainability Index | Owns companies we recommend for divestment | 7 | 12 | 15 | 9 | V | Large Blend |
| HUSV | First Trust Hrzn MgdVolatil Domestic ETF | Owns companies we recommend for divestment | 7 | 5 | 10 | 5 | X | Large Value |
| FCTR | First Trust Lunt US Factor Rotation ETF | Owns companies we recommend for divestment | 7 | 7 | 11 | 7 | X | Large Blend |
| FCFY | First Trust S&P 500 Div Fr CA Flw ETF | Owns companies we recommend for divestment | 7 | 5 | 9 | 5 | X | Mid-Cap Value |
| QLVD | FlexShares Dev Mks ex-US Qual Lw Vol ETF | Owns companies we recommend for divestment | 7 | 5 | 9 | 3 | X | Foreign Large Blend |
| LMPEX | Franklin Global Equity 1 | Owns companies we recommend for divestment | 7 | 12 | 17 | 10 | X | Global Large-Stock Blend |
| CFIPX | Franklin Global Equity A | Owns companies we recommend for divestment | 7 | 12 | 17 | 10 | X | Global Large-Stock Blend |
| ISCF | iShares MSCI Intl Small-Cap Mltfct ETF | Owns companies we recommend for divestment | 7 | 2 | 11 | 1 | X | Foreign Small/Mid Blend |
| SMMV | iShares MSCI USA Sm-Cp Min Vol Fctr ETF | Owns companies we recommend for divestment | 7 | 7 | 6 | 6 | X | Small Blend |
| EPLIX | NYLI Epoch U.S. Equity Yield Inv Class | Owns companies we recommend for divestment | 7 | 4 | 12 | 7 | X | Large Value |
| MRGBX | MFS Core Equity B | Owns companies we recommend for divestment | 7 | 5 | 12 | 11 | X | Large Blend |
| MSCGX | Mercer US Small/Mid Cap Equity Y3 | Owns companies we recommend for divestment | 7 | 9 | 6 | 11 | X | Small Blend |
| BRUDX | MFS Blended Research Value Equity A | Owns companies we recommend for divestment | 7 | 6 | 10 | 9 | X | Large Value |
| BRUEX | MFS Blended Research Value Equity B | Owns companies we recommend for divestment | 7 | 6 | 10 | 9 | X | Large Value |
| BRUGX | MFS Blended Research Value Equity C | Owns companies we recommend for divestment | 7 | 6 | 10 | 9 | X | Large Value |
| BRUHX | MFS Blended Research Value Equity I | Owns companies we recommend for divestment | 7 | 6 | 10 | 9 | X | Large Value |
| BRUJX | MFS Blended Research Value Equity R1 | Owns companies we recommend for divestment | 7 | 6 | 10 | 9 | X | Large Value |
| BRUKX | MFS Blended Research Value Equity R2 | Owns companies we recommend for divestment | 7 | 6 | 10 | 9 | X | Large Value |
| BRULX | MFS Blended Research Value Equity R3 | Owns companies we recommend for divestment | 7 | 6 | 10 | 9 | X | Large Value |
| BRUMX | MFS Blended Research Value Equity R4 | Owns companies we recommend for divestment | 7 | 6 | 10 | 9 | X | Large Value |
| BRUNX | MFS Blended Research Value Equity R6 | Owns companies we recommend for divestment | 7 | 6 | 10 | 9 | X | Large Value |
| MRGAX | MFS Core Equity A | Owns companies we recommend for divestment | 7 | 5 | 12 | 11 | X | Large Blend |
| MRGCX | MFS Core Equity C | Owns companies we recommend for divestment | 7 | 5 | 12 | 11 | X | Large Blend |
| DDERX | Macquarie Wealth Builder R6 | Owns companies we recommend for divestment | 7 | 8 | 12 | 10 | X | Moderate Allocation |
| MRGRX | MFS Core Equity I | Owns companies we recommend for divestment | 7 | 5 | 12 | 11 | X | Large Blend |
| MRGGX | MFS Core Equity R1 | Owns companies we recommend for divestment | 7 | 5 | 12 | 11 | X | Large Blend |
| MRERX | MFS Core Equity R2 | Owns companies we recommend for divestment | 7 | 5 | 12 | 11 | X | Large Blend |
| MRGHX | MFS Core Equity R3 | Owns companies we recommend for divestment | 7 | 5 | 12 | 11 | X | Large Blend |
| MRGJX | MFS Core Equity R4 | Owns companies we recommend for divestment | 7 | 5 | 12 | 11 | X | Large Blend |
| MRGKX | MFS Core Equity R6 | Owns companies we recommend for divestment | 7 | 5 | 12 | 11 | X | Large Blend |
| NBCR | Neuberger Berman Core Equity ETF | Owns companies we recommend for divestment | 7 | 12 | 16 | 14 | X | Large Blend |
| NOLCX | Northern Large Cap Core | Owns companies we recommend for divestment | 7 | 10 | 16 | 9 | X | Large Blend |
| EPLPX | NYLI Epoch U.S. Equity Yield Class A | Owns companies we recommend for divestment | 7 | 4 | 12 | 7 | X | Large Value |
| EPLKX | NYLI Epoch U.S. Equity Yield Class C | Owns companies we recommend for divestment | 7 | 4 | 12 | 7 | X | Large Value |
| EPLCX | NYLI Epoch U.S. Equity Yield Class I | Owns companies we recommend for divestment | 7 | 4 | 12 | 7 | X | Large Value |
| EPLDX | NYLI Epoch U.S. Equity Yield Class R6 | Owns companies we recommend for divestment | 7 | 4 | 12 | 7 | X | Large Value |
| MSCQX | Mercer US Small/Mid Cap Equity I | Owns companies we recommend for divestment | 7 | 9 | 6 | 11 | X | Small Blend |
| DDDRX | Macquarie Wealth Builder R | Owns companies we recommend for divestment | 7 | 8 | 12 | 10 | X | Moderate Allocation |
| IWO | iShares Russell 2000 Growth ETF | Owns companies we recommend for divestment | 7 | 6 | 6 | 5 | X | Small Growth |
| JHTGX | JPMorgan Hedged Equity 3 R5 | Owns companies we recommend for divestment | 7 | 10 | 17 | 13 | X | Equity Hedged |
| IWN | iShares Russell 2000 Value ETF | Owns companies we recommend for divestment | 7 | 7 | 8 | 6 | X | Small Value |
| IETC | iShares U.S. Tech Independence Fcs ETF | Owns companies we recommend for divestment | 7 | 5 | 13 | 14 | X | Technology |
| THRO | iShares U.S. Thematic Rotation ActiveETF | Owns companies we recommend for divestment | 7 | 11 | 17 | 11 | X | Large Blend |
| JCTR | JPMorgan Carbon Transition US Eq ETF | Owns companies we recommend for divestment | 7 | 11 | 17 | 13 | V | Large Blend |
| JHDAX | JPMorgan Hedged Equity 2 A | Owns companies we recommend for divestment | 7 | 10 | 17 | 13 | X | Equity Hedged |
| JHDCX | JPMorgan Hedged Equity 2 C | Owns companies we recommend for divestment | 7 | 10 | 17 | 13 | X | Equity Hedged |
| JHQDX | JPMorgan Hedged Equity 2 I | Owns companies we recommend for divestment | 7 | 10 | 17 | 13 | X | Equity Hedged |
| JHDFX | JPMorgan Hedged Equity 2 R5 | Owns companies we recommend for divestment | 7 | 10 | 17 | 13 | X | Equity Hedged |
| JHDRX | JPMorgan Hedged Equity 2 R6 | Owns companies we recommend for divestment | 7 | 10 | 17 | 13 | X | Equity Hedged |
| JHTAX | JPMorgan Hedged Equity 3 A | Owns companies we recommend for divestment | 7 | 10 | 17 | 13 | X | Equity Hedged |
| JHTCX | JPMorgan Hedged Equity 3 C | Owns companies we recommend for divestment | 7 | 10 | 17 | 13 | X | Equity Hedged |
| JHQTX | JPMorgan Hedged Equity 3 I | Owns companies we recommend for divestment | 7 | 10 | 17 | 13 | X | Equity Hedged |
| JHTRX | JPMorgan Hedged Equity 3 R6 | Owns companies we recommend for divestment | 7 | 10 | 17 | 13 | X | Equity Hedged |
| DDIIX | Macquarie Wealth Builder Institutional | Owns companies we recommend for divestment | 7 | 8 | 12 | 10 | X | Moderate Allocation |
| JHQAX | JPMorgan Hedged Equity A | Owns companies we recommend for divestment | 7 | 10 | 17 | 13 | X | Equity Hedged |
| JHQCX | JPMorgan Hedged Equity C | Owns companies we recommend for divestment | 7 | 10 | 17 | 13 | X | Equity Hedged |
| JHEQX | JPMorgan Hedged Equity I | Owns companies we recommend for divestment | 7 | 10 | 17 | 13 | X | Equity Hedged |
| JHQPX | JPMorgan Hedged Equity R5 | Owns companies we recommend for divestment | 7 | 10 | 17 | 13 | X | Equity Hedged |
| JHQRX | JPMorgan Hedged Equity R6 | Owns companies we recommend for divestment | 7 | 10 | 17 | 13 | X | Equity Hedged |
| JDEAX | JPMorgan US Research Enhanced Equity A | Owns companies we recommend for divestment | 7 | 10 | 17 | 13 | X | Large Blend |
| JDESX | JPMorgan US Research Enhanced Equity I | Owns companies we recommend for divestment | 7 | 10 | 17 | 13 | X | Large Blend |
| JDEUX | JPMorgan US Research Enhanced Equity R6 | Owns companies we recommend for divestment | 7 | 10 | 17 | 13 | X | Large Blend |
| LSVGX | LSV Global Value Institutional | Owns companies we recommend for divestment | 7 | 8 | 19 | 9 | X | Global Large-Stock Value |
| LVAGX | LSV Global Value Investor | Owns companies we recommend for divestment | 7 | 8 | 19 | 9 | X | Global Large-Stock Value |
| DDIAX | Macquarie Wealth Builder A | Owns companies we recommend for divestment | 7 | 8 | 12 | 10 | X | Moderate Allocation |
| DDICX | Macquarie Wealth Builder C | Owns companies we recommend for divestment | 7 | 8 | 12 | 10 | X | Moderate Allocation |
| FCEUX | Franklin U.S. Core Equity Advisor | Owns companies we recommend for divestment | 8 | 11 | 18 | 12 | X | Large Blend |
| GATEX | Gateway A | Owns companies we recommend for divestment | 8 | 12 | 20 | 11 | X | Equity Hedged |
| FCGSX | Fidelity Series Growth Company | Owns companies we recommend for divestment | 9 | 11 | 21 | 10 | X | Large Growth |
| CGVBX | American Funds Global Insight 529-C | Owns companies we recommend for divestment | 9 | 8 | 15 | 12 | X | Global Large-Stock Blend |
| AMRFX | American Funds American Mutual F2 | Owns companies we recommend for divestment | 9 | 5 | 14 | 14 | X | Large Value |
| AFMFX | American Funds American Mutual F3 | Owns companies we recommend for divestment | 9 | 5 | 14 | 14 | X | Large Value |
| RMFAX | American Funds American Mutual R1 | Owns companies we recommend for divestment | 9 | 5 | 14 | 14 | X | Large Value |
| RMFBX | American Funds American Mutual R2 | Owns companies we recommend for divestment | 9 | 5 | 14 | 14 | X | Large Value |
| RMEBX | American Funds American Mutual R2E | Owns companies we recommend for divestment | 9 | 5 | 14 | 14 | X | Large Value |
| RMFCX | American Funds American Mutual R3 | Owns companies we recommend for divestment | 9 | 5 | 14 | 14 | X | Large Value |
| RMFEX | American Funds American Mutual R4 | Owns companies we recommend for divestment | 9 | 5 | 14 | 14 | X | Large Value |
| RMFFX | American Funds American Mutual R5 | Owns companies we recommend for divestment | 9 | 5 | 14 | 14 | X | Large Value |
| RMFHX | American Funds American Mutual R5E | Owns companies we recommend for divestment | 9 | 5 | 14 | 14 | X | Large Value |
| RMFGX | American Funds American Mutual R6 | Owns companies we recommend for divestment | 9 | 5 | 14 | 14 | X | Large Value |
| CGVYX | American Funds Global Insight 529-A | Owns companies we recommend for divestment | 9 | 8 | 15 | 12 | X | Global Large-Stock Blend |
| CGVEX | American Funds Global Insight 529-E | Owns companies we recommend for divestment | 9 | 8 | 15 | 12 | X | Global Large-Stock Blend |
| AMFCX | American Funds American Mutual C | Owns companies we recommend for divestment | 9 | 5 | 14 | 14 | X | Large Value |
| CGVFX | American Funds Global Insight 529-F-1 | Owns companies we recommend for divestment | 9 | 8 | 15 | 12 | X | Global Large-Stock Blend |
| CGVGX | American Funds Global Insight 529-F-2 | Owns companies we recommend for divestment | 9 | 8 | 15 | 12 | X | Global Large-Stock Blend |
| CGVHX | American Funds Global Insight 529-F-3 | Owns companies we recommend for divestment | 9 | 8 | 15 | 12 | X | Global Large-Stock Blend |
| AGVFX | American Funds Global Insight A | Owns companies we recommend for divestment | 9 | 8 | 15 | 12 | X | Global Large-Stock Blend |
| AGVDX | American Funds Global Insight C | Owns companies we recommend for divestment | 9 | 8 | 15 | 12 | X | Global Large-Stock Blend |
| AGVEX | American Funds Global Insight F-1 | Owns companies we recommend for divestment | 9 | 8 | 15 | 12 | X | Global Large-Stock Blend |
| AGVGX | American Funds Global Insight F-2 | Owns companies we recommend for divestment | 9 | 8 | 15 | 12 | X | Global Large-Stock Blend |
| AGVHX | American Funds Global Insight F-3 | Owns companies we recommend for divestment | 9 | 8 | 15 | 12 | X | Global Large-Stock Blend |
| RGLAX | American Funds Global Insight R-1 | Owns companies we recommend for divestment | 9 | 8 | 15 | 12 | X | Global Large-Stock Blend |
| RGLBX | American Funds Global Insight R-2 | Owns companies we recommend for divestment | 9 | 8 | 15 | 12 | X | Global Large-Stock Blend |
| RGLHX | American Funds Global Insight R-2E | Owns companies we recommend for divestment | 9 | 8 | 15 | 12 | X | Global Large-Stock Blend |
| RGLDX | American Funds Global Insight R-3 | Owns companies we recommend for divestment | 9 | 8 | 15 | 12 | X | Global Large-Stock Blend |
| AMFFX | American Funds American Mutual F1 | Owns companies we recommend for divestment | 9 | 5 | 14 | 14 | X | Large Value |
| AMRMX | American Funds American Mutual A | Owns companies we recommend for divestment | 9 | 5 | 14 | 14 | X | Large Value |
| RGLFX | American Funds Global Insight R-5 | Owns companies we recommend for divestment | 9 | 8 | 15 | 12 | X | Global Large-Stock Blend |
| IGVWX | Voya Global High Dividend Low Vol W | Owns companies we recommend for divestment | 8 | 5 | 13 | 8 | X | Global Large-Stock Value |
| UVALX | Victory Value | Owns companies we recommend for divestment | 8 | 8 | 15 | 8 | X | Large Value |
| UIVAX | Victory Value Institutional | Owns companies we recommend for divestment | 8 | 8 | 15 | 8 | X | Large Value |
| ULVM | VictoryShares US Value Momentum ETF | Owns companies we recommend for divestment | 8 | 11 | 12 | 10 | X | Large Value |
| NAWGX | Voya Global High Dividend Low Vol A | Owns companies we recommend for divestment | 8 | 5 | 13 | 8 | X | Global Large-Stock Value |
| NAWCX | Voya Global High Dividend Low Vol C | Owns companies we recommend for divestment | 8 | 5 | 13 | 8 | X | Global Large-Stock Value |
| NAWIX | Voya Global High Dividend Low Vol I | Owns companies we recommend for divestment | 8 | 5 | 13 | 8 | X | Global Large-Stock Value |
| IGHAX | Voya Global High Dividend Low Vol Port A | Owns companies we recommend for divestment | 8 | 5 | 13 | 8 | X | Global Large-Stock Value |
| IIGZX | Voya Global High Dividend Low Vol Port I | Owns companies we recommend for divestment | 8 | 5 | 13 | 8 | X | Global Large-Stock Value |
| IGHSX | Voya Global High Dividend Low Vol Port S | Owns companies we recommend for divestment | 8 | 5 | 13 | 8 | X | Global Large-Stock Value |
| IWTTX | Voya Global High Dividend Low Vol PortS2 | Owns companies we recommend for divestment | 8 | 5 | 13 | 8 | X | Global Large-Stock Value |
| VGHRX | Voya Global High Dividend Low Vol R6 | Owns companies we recommend for divestment | 8 | 5 | 13 | 8 | X | Global Large-Stock Value |
| IMCVX | Voya Multi-Manager Mid Cap Value I | Owns companies we recommend for divestment | 8 | 8 | 7 | 9 | X | Mid-Cap Value |
| CMLFX | American Funds American Mutual 529F | Owns companies we recommend for divestment | 9 | 5 | 14 | 14 | X | Large Value |
| VVJEX | Voya VACS Series MCV Fund | Owns companies we recommend for divestment | 8 | 8 | 7 | 9 | X | Mid-Cap Value |
| NTSI | WisdomTree International Efficnt Cr ETF | Owns companies we recommend for divestment | 8 | 4 | 20 | 7 | X | Global Allocation |
| DIM | WisdomTree International MidCap Div ETF | Owns companies we recommend for divestment | 8 | 0 | 16 | 3 | X | Foreign Small/Mid Value |
| EZM | WisdomTree U.S. MidCap Earnings ETF | Owns companies we recommend for divestment | 8 | 9 | 7 | 11 | X | Small Value |
| AXMIX | Acclivity Mid Cap Multi-Style I | Owns companies we recommend for divestment | 9 | 6 | 5 | 12 | X | Mid-Cap Blend |
| AXMNX | Acclivity Mid Cap Multi-Style N | Owns companies we recommend for divestment | 9 | 6 | 5 | 12 | X | Mid-Cap Blend |
| VALQ | American Century® U.S. Quality Value ETF | Owns companies we recommend for divestment | 9 | 11 | 18 | 11 | X | Large Value |
| FFMMX | American Funds American Mutual 529-F-2 | Owns companies we recommend for divestment | 9 | 5 | 14 | 14 | X | Large Value |
| FFFMX | American Funds American Mutual 529-F-3 | Owns companies we recommend for divestment | 9 | 5 | 14 | 14 | X | Large Value |
| CMLAX | American Funds American Mutual 529A | Owns companies we recommend for divestment | 9 | 5 | 14 | 14 | X | Large Value |
| CMLCX | American Funds American Mutual 529C | Owns companies we recommend for divestment | 9 | 5 | 14 | 14 | X | Large Value |
| CMLEX | American Funds American Mutual 529E | Owns companies we recommend for divestment | 9 | 5 | 14 | 14 | X | Large Value |
| RGLEX | American Funds Global Insight R-4 | Owns companies we recommend for divestment | 9 | 8 | 15 | 12 | X | Global Large-Stock Blend |
| RGLJX | American Funds Global Insight R-5E | Owns companies we recommend for divestment | 9 | 8 | 15 | 12 | X | Global Large-Stock Blend |
| UGMVX | Victory Global Managed Volatility | Owns companies we recommend for divestment | 8 | 12 | 27 | 13 | X | Global Large-Stock Blend |
| QCACX | Federated Hermes MDT All Cap Core C | Owns companies we recommend for divestment | 9 | 12 | 15 | 10 | X | Large Blend |
| CMCRX | Calvert US Mid Cap Core Rspnb Idx R6 | Owns companies we recommend for divestment | 9 | 9 | 7 | 13 | V | Mid-Cap Blend |
| CVMC | Calvert US Mid-Cp Cor Rspnb ETF | Owns companies we recommend for divestment | 9 | 9 | 7 | 13 | V | Mid-Cap Blend |
| CRTSX | Catholic Rsp Invst Mlt-Styl US Eq Ins | Owns companies we recommend for divestment | 9 | 11 | 19 | 12 | X | Large Blend |
| CRTVX | Catholic Rsp Invst Mlt-Styl US Eq Inv | Owns companies we recommend for divestment | 9 | 11 | 19 | 12 | X | Large Blend |
| CFMSX | Column Mid Cap Select | Owns companies we recommend for divestment | 9 | 0 | 8 | 8 | X | Mid-Cap Blend |
| DGEFX | Destinations Equity Income I | Owns companies we recommend for divestment | 9 | 6 | 14 | 6 | X | Global Large-Stock Value |
| DGEZX | Destinations Equity Income Z | Owns companies we recommend for divestment | 9 | 6 | 14 | 6 | X | Global Large-Stock Value |
| MXVHX | Empower Large Cap Value Instl | Owns companies we recommend for divestment | 9 | 8 | 17 | 9 | X | Large Value |
| MXEQX | Empower Large Cap Value Inv | Owns companies we recommend for divestment | 9 | 8 | 17 | 9 | X | Large Value |
| MXHAX | Empower Large Cap Value Inv II | Owns companies we recommend for divestment | 9 | 8 | 17 | 9 | X | Large Value |
| QAACX | Federated Hermes MDT All Cap Core A | Owns companies we recommend for divestment | 9 | 12 | 15 | 10 | X | Large Blend |
| QIACX | Federated Hermes MDT All Cap Core IS | Owns companies we recommend for divestment | 9 | 12 | 15 | 10 | X | Large Blend |
| CMJAX | Calvert US Mid Cap Core Rspnb Idx A | Owns companies we recommend for divestment | 9 | 9 | 7 | 13 | V | Mid-Cap Blend |
| QKACX | Federated Hermes MDT All Cap Core R6 | Owns companies we recommend for divestment | 9 | 12 | 15 | 10 | X | Large Blend |
| FCNTX | Fidelity Contrafund | Owns companies we recommend for divestment | 9 | 12 | 23 | 10 | X | Large Growth |
| FCNKX | Fidelity Contrafund K | Owns companies we recommend for divestment | 9 | 12 | 23 | 10 | X | Large Growth |
| FLCNX | Fidelity Contrafund K6 | Owns companies we recommend for divestment | 9 | 12 | 23 | 10 | X | Large Growth |
| FELC | Fidelity Enhanced Large Cap Core ETF | Owns companies we recommend for divestment | 9 | 14 | 23 | 15 | X | Large Blend |
| FMDE | Fidelity Enhanced Mid Cap ETF | Owns companies we recommend for divestment | 9 | 6 | 10 | 8 | X | Mid-Cap Blend |
| FDGRX | Fidelity Growth Company Fund | Owns companies we recommend for divestment | 9 | 10 | 19 | 10 | X | Large Growth |
| FGCKX | Fidelity Growth Company K | Owns companies we recommend for divestment | 9 | 10 | 19 | 10 | X | Large Growth |
| FGKFX | Fidelity Growth Company K6 | Owns companies we recommend for divestment | 9 | 10 | 18 | 10 | X | Large Growth |
| FDEV | Fidelity International Multifactor ETF | Owns companies we recommend for divestment | 9 | 4 | 9 | 4 | X | Foreign Large Blend |
| FDLO | Fidelity Low Volatility Factor ETF | Owns companies we recommend for divestment | 9 | 7 | 14 | 12 | X | Large Blend |
| FSAEX | Fidelity Series All-Sector Equity | Owns companies we recommend for divestment | 9 | 12 | 19 | 11 | X | Large Blend |
| CMJIX | Calvert US Mid Cap Core Rspnb Idx I | Owns companies we recommend for divestment | 9 | 9 | 7 | 13 | V | Mid-Cap Blend |
| DVAL | BrandywineGLOBAL Dyn US Lrg Cap Val ETF | Owns companies we recommend for divestment | 9 | 6 | 12 | 6 | X | Large Value |
| RGLGX | American Funds Global Insight R-6 | Owns companies we recommend for divestment | 9 | 8 | 15 | 12 | X | Global Large-Stock Blend |
| RNWBX | American Funds New World R2 | Owns companies we recommend for divestment | 9 | 6 | 20 | 8 | X | Diversified Emerging Mkts |
| FNFWX | American Funds New World 529-F-2 | Owns companies we recommend for divestment | 9 | 6 | 20 | 8 | X | Diversified Emerging Mkts |
| FWWNX | American Funds New World 529-F-3 | Owns companies we recommend for divestment | 9 | 6 | 20 | 8 | X | Diversified Emerging Mkts |
| CNWAX | American Funds New World 529A | Owns companies we recommend for divestment | 9 | 6 | 20 | 8 | X | Diversified Emerging Mkts |
| CNWCX | American Funds New World 529C | Owns companies we recommend for divestment | 9 | 6 | 20 | 8 | X | Diversified Emerging Mkts |
| CNWEX | American Funds New World 529E | Owns companies we recommend for divestment | 9 | 6 | 20 | 8 | X | Diversified Emerging Mkts |
| CNWFX | American Funds New World 529F | Owns companies we recommend for divestment | 9 | 6 | 20 | 8 | X | Diversified Emerging Mkts |
| NEWFX | American Funds New World A | Owns companies we recommend for divestment | 9 | 6 | 20 | 8 | X | Diversified Emerging Mkts |
| NEWCX | American Funds New World C | Owns companies we recommend for divestment | 9 | 6 | 20 | 8 | X | Diversified Emerging Mkts |
| NWFFX | American Funds New World F1 | Owns companies we recommend for divestment | 9 | 6 | 20 | 8 | X | Diversified Emerging Mkts |
| NFFFX | American Funds New World F2 | Owns companies we recommend for divestment | 9 | 6 | 20 | 8 | X | Diversified Emerging Mkts |
| FNWFX | American Funds New World F3 | Owns companies we recommend for divestment | 9 | 6 | 20 | 8 | X | Diversified Emerging Mkts |
| RNWAX | American Funds New World R1 | Owns companies we recommend for divestment | 9 | 6 | 20 | 8 | X | Diversified Emerging Mkts |
| RNEBX | American Funds New World R2E | Owns companies we recommend for divestment | 9 | 6 | 20 | 8 | X | Diversified Emerging Mkts |
| BLUIX | Blueprint Adaptive Growth Allc Instl | Owns companies we recommend for divestment | 9 | 12 | 23 | 15 | X | Moderate Allocation |
| RNWCX | American Funds New World R3 | Owns companies we recommend for divestment | 9 | 6 | 20 | 8 | X | Diversified Emerging Mkts |
| RNWEX | American Funds New World R4 | Owns companies we recommend for divestment | 9 | 6 | 20 | 8 | X | Diversified Emerging Mkts |
| RNWFX | American Funds New World R5 | Owns companies we recommend for divestment | 9 | 6 | 20 | 8 | X | Diversified Emerging Mkts |
| RNWHX | American Funds New World R5E | Owns companies we recommend for divestment | 9 | 6 | 20 | 8 | X | Diversified Emerging Mkts |
| RNWGX | American Funds New World R6 | Owns companies we recommend for divestment | 9 | 6 | 20 | 8 | X | Diversified Emerging Mkts |
| MAGCX | BlackRock Advantage Global Institutional | Owns companies we recommend for divestment | 9 | 8 | 22 | 11 | X | Global Large-Stock Blend |
| MDGCX | BlackRock Advantage Global Investor A | Owns companies we recommend for divestment | 9 | 8 | 22 | 11 | X | Global Large-Stock Blend |
| MCGCX | BlackRock Advantage Global Investor C | Owns companies we recommend for divestment | 9 | 8 | 22 | 11 | X | Global Large-Stock Blend |
| MKGCX | BlackRock Advantage Global K | Owns companies we recommend for divestment | 9 | 8 | 22 | 11 | X | Global Large-Stock Blend |
| MRGSX | BlackRock Advantage Global R | Owns companies we recommend for divestment | 9 | 8 | 22 | 11 | X | Global Large-Stock Blend |
| BIDVX | BlackRock GA Disciplined Vol Eq Instl | Owns companies we recommend for divestment | 9 | 10 | 17 | 12 | X | Global Large-Stock Blend |
| BGDVX | BlackRock GA Disciplined Volatility Eq K | Owns companies we recommend for divestment | 9 | 10 | 17 | 12 | X | Global Large-Stock Blend |
| UGOFX | Victory Global Managed Volatility Instl | Owns companies we recommend for divestment | 8 | 12 | 27 | 13 | X | Global Large-Stock Blend |
| VSPGX | Vanguard S&P 500 Growth Index Instl | Owns companies we recommend for divestment | 8 | 10 | 18 | 10 | X | Large Growth |
| GTECX | Gateway C | Owns companies we recommend for divestment | 8 | 12 | 20 | 11 | X | Equity Hedged |
| MCVIX | MFS Mid Cap Value I | Owns companies we recommend for divestment | 8 | 2 | 3 | 7 | X | Mid-Cap Value |
| JNL/MFS Mid Cap Value A | Owns companies we recommend for divestment | 8 | 2 | 3 | 7 | X | Mid-Cap Value |
| JNL/MFS Mid Cap Value I | Owns companies we recommend for divestment | 8 | 2 | 3 | 7 | X | Mid-Cap Value |
| JMEE | JPMorgan Small & Mid Cap Enh Eq ETF | Owns companies we recommend for divestment | 8 | 9 | 8 | 13 | X | Small Blend |
| MNDFX | Manning & Napier Disciplined Value I | Owns companies we recommend for divestment | 8 | 5 | 9 | 5 | X | Large Value |
| MDFSX | Manning & Napier Disciplined Value S | Owns companies we recommend for divestment | 8 | 5 | 9 | 5 | X | Large Value |
| MDVWX | Manning & Napier Disciplined Value W | Owns companies we recommend for divestment | 8 | 5 | 9 | 5 | X | Large Value |
| MDVZX | Manning & Napier Disciplined Value Z | Owns companies we recommend for divestment | 8 | 5 | 9 | 5 | X | Large Value |
| MMBUX | MassMutual Select TRP Sm&Mid Cap Blend I | Owns companies we recommend for divestment | 8 | 7 | 6 | 10 | X | Mid-Cap Blend |
| MVCAX | MFS Mid Cap Value A | Owns companies we recommend for divestment | 8 | 2 | 3 | 7 | X | Mid-Cap Value |
| MCBVX | MFS Mid Cap Value B | Owns companies we recommend for divestment | 8 | 2 | 3 | 7 | X | Mid-Cap Value |
| MVCCX | MFS Mid Cap Value C | Owns companies we recommend for divestment | 8 | 2 | 3 | 7 | X | Mid-Cap Value |
| MVCGX | MFS Mid Cap Value R1 | Owns companies we recommend for divestment | 8 | 2 | 3 | 7 | X | Mid-Cap Value |
| IVW | iShares S&P 500 Growth ETF | Owns companies we recommend for divestment | 8 | 10 | 18 | 10 | X | Large Growth |
| MCVRX | MFS Mid Cap Value R2 | Owns companies we recommend for divestment | 8 | 2 | 3 | 7 | X | Mid-Cap Value |
| MVCHX | MFS Mid Cap Value R3 | Owns companies we recommend for divestment | 8 | 2 | 3 | 7 | X | Mid-Cap Value |
| MVCJX | MFS Mid Cap Value R4 | Owns companies we recommend for divestment | 8 | 2 | 3 | 7 | X | Mid-Cap Value |
| MVCKX | MFS Mid Cap Value R6 | Owns companies we recommend for divestment | 8 | 2 | 3 | 7 | X | Mid-Cap Value |
| NWJCX | Nationwide NYSE Arca Tech 100 Idx A | Owns companies we recommend for divestment | 8 | 4 | 15 | 11 | X | Large Growth |
| NWJFX | Nationwide NYSE Arca Tech 100 Idx InsSvc | Owns companies we recommend for divestment | 8 | 4 | 15 | 11 | X | Large Growth |
| NWJEX | Nationwide NYSE Arca Tech 100 Idx R6 | Owns companies we recommend for divestment | 8 | 4 | 15 | 11 | X | Large Growth |
| NOLVX | Northern Large Cap Value | Owns companies we recommend for divestment | 8 | 4 | 9 | 8 | X | Large Value |
| EPSPX | NYLI Epoch Global Equity Yield Class A | Owns companies we recommend for divestment | 8 | 5 | 15 | 7 | X | Global Large-Stock Value |
| EPSKX | NYLI Epoch Global Equity Yield Class C | Owns companies we recommend for divestment | 8 | 5 | 15 | 7 | X | Global Large-Stock Value |
| EPSYX | NYLI Epoch Global Equity Yield Class I | Owns companies we recommend for divestment | 8 | 5 | 15 | 7 | X | Global Large-Stock Value |
| EPSRX | NYLI Epoch Global Equity Yield Class R6 | Owns companies we recommend for divestment | 8 | 5 | 15 | 7 | X | Global Large-Stock Value |
| DYNF | iShares U.S. Equity Fac Rotation Act ETF | Owns companies we recommend for divestment | 8 | 9 | 21 | 9 | X | Large Blend |
| VLUE | iShares MSCI USA Value Factor ETF | Owns companies we recommend for divestment | 8 | 8 | 14 | 9 | X | Large Value |
| MTRAX | NYLI Income Builder Class A | Owns companies we recommend for divestment | 8 | 5 | 15 | 7 | X | Global Allocation |
| GPIGX | Guidepath® Growth and Income | Owns companies we recommend for divestment | 8 | 7 | 9 | 4 | X | Large Value |
| GTENX | Gateway N | Owns companies we recommend for divestment | 8 | 12 | 20 | 11 | X | Equity Hedged |
| GTEYX | Gateway Y | Owns companies we recommend for divestment | 8 | 12 | 20 | 11 | X | Equity Hedged |
| GINN | Goldman Sachs Innovate Equity ETF | Owns companies we recommend for divestment | 8 | 7 | 24 | 19 | X | Technology |
| GSCGX | Goldman Sachs Large Cap Core A | Owns companies we recommend for divestment | 8 | 10 | 17 | 11 | X | Large Blend |
| GSPCX | Goldman Sachs Large Cap Core C | Owns companies we recommend for divestment | 8 | 10 | 17 | 11 | X | Large Blend |
| GSPIX | Goldman Sachs Large Cap Core Instl | Owns companies we recommend for divestment | 8 | 10 | 17 | 11 | X | Large Blend |
| GSPTX | Goldman Sachs Large Cap Core Inv | Owns companies we recommend for divestment | 8 | 10 | 17 | 11 | X | Large Blend |
| GGGPX | Goldman Sachs Large Cap Core P | Owns companies we recommend for divestment | 8 | 10 | 17 | 11 | X | Large Blend |
| GSPRX | Goldman Sachs Large Cap Core R | Owns companies we recommend for divestment | 8 | 10 | 17 | 11 | X | Large Blend |
| GSPUX | Goldman Sachs Large Cap Core R6 | Owns companies we recommend for divestment | 8 | 10 | 17 | 11 | X | Large Blend |
| GSPSX | Goldman Sachs Large Cap Core Svc | Owns companies we recommend for divestment | 8 | 10 | 17 | 11 | X | Large Blend |
| HDUS | Hartford Disciplined US Equity ETF | Owns companies we recommend for divestment | 8 | 9 | 17 | 10 | X | Large Blend |
| EFAV | iShares MSCI EAFE Min Vol Factor ETF | Owns companies we recommend for divestment | 8 | 4 | 12 | 5 | X | Foreign Large Blend |
| RODE | Hartford Multifactor Divers Intl ETF | Owns companies we recommend for divestment | 8 | 2 | 14 | 4 | X | Foreign Large Value |
| ROUS | Hartford Multifactor US Equity ETF | Owns companies we recommend for divestment | 8 | 15 | 18 | 9 | X | Large Value |
| IGTR | Innovator Gradient Tactical Rot Str ETF | Owns companies we recommend for divestment | 8 | 6 | 11 | 6 | X | Global Large-Stock Blend |
| KLMN | Invesco MSCI North America Climate ETF | Owns companies we recommend for divestment | 8 | 17 | 22 | 15 | V | Global Large-Stock Blend |
| XRLV | Invesco S&P 500® ex-Rate Snsv LowVol ETF | Owns companies we recommend for divestment | 8 | 6 | 11 | 6 | X | Large Value |
| SPLV | Invesco S&P 500® Low Volatility ETF | Owns companies we recommend for divestment | 8 | 6 | 11 | 6 | X | Large Value |
| ESGD | iShares ESG Aware MSCI EAFE ETF | Owns companies we recommend for divestment | 8 | 3 | 18 | 8 | V | Foreign Large Blend |
| EVUS | iShares ESG Aware MSCI USA Value ETF | Owns companies we recommend for divestment | 8 | 8 | 16 | 7 | V | Large Value |
| XVV | iShares ESG Select Screened S&P 500 ETF | Owns companies we recommend for divestment | 8 | 20 | 23 | 16 | V | Large Blend |
| IMCV | iShares Morningstar Mid-Cap Value ETF | Owns companies we recommend for divestment | 8 | 8 | 9 | 9 | X | Mid-Cap Value |
| ISCG | iShares Morningstar Small-Cap Growth ETF | Owns companies we recommend for divestment | 8 | 4 | 8 | 10 | X | Small Growth |
| ISCV | iShares Morningstar Small-Cap Value ETF | Owns companies we recommend for divestment | 8 | 13 | 11 | 14 | X | Small Value |
| EPSIX | NYLI Epoch Global Equity Yield Inv Class | Owns companies we recommend for divestment | 8 | 5 | 15 | 7 | X | Global Large-Stock Value |
| MCTRX | NYLI Income Builder Class C | Owns companies we recommend for divestment | 8 | 5 | 15 | 7 | X | Global Allocation |
| VOOG | Vanguard S&P 500 Growth ETF | Owns companies we recommend for divestment | 8 | 10 | 18 | 10 | X | Large Growth |
| SLPAX | SEI Small Cap A (SIIT) | Owns companies we recommend for divestment | 8 | 8 | 10 | 10 | X | Small Blend |
| UFO | Procure Space ETF | Owns companies we recommend for divestment | 8 | 0 | 7 | 6 | X | Industrials |
| RBCGX | Reynolds Blue Chip Growth | Owns companies we recommend for divestment | 8 | 13 | 21 | 9 | X | Large Growth |
| RLNAX | Russell Inv International Devd Mkts A | Owns companies we recommend for divestment | 8 | 3 | 17 | 5 | X | Foreign Large Blend |
| RLNCX | Russell Inv International Devd Mkts C | Owns companies we recommend for divestment | 8 | 3 | 17 | 5 | X | Foreign Large Blend |
| RNTTX | Russell Inv International Devd Mkts M | Owns companies we recommend for divestment | 8 | 3 | 17 | 5 | X | Foreign Large Blend |
| RINTX | Russell Inv International Devd Mkts S | Owns companies we recommend for divestment | 8 | 3 | 17 | 5 | X | Foreign Large Blend |
| RINYX | Russell Inv International Devd Mkts Y | Owns companies we recommend for divestment | 8 | 3 | 17 | 5 | X | Foreign Large Blend |
| SFSNX | Schwab Fundamental US Small Company Idx | Owns companies we recommend for divestment | 8 | 9 | 13 | 8 | X | Small Blend |
| SEMCX | SEI Mid-Cap F (SIMT) | Owns companies we recommend for divestment | 8 | 8 | 6 | 9 | X | Mid-Cap Blend |
| SIPIX | SEI Mid-Cap I (SIMT) | Owns companies we recommend for divestment | 8 | 8 | 6 | 9 | X | Mid-Cap Blend |
| SFDYX | SEI Mid-Cap Y (SIMT) | Owns companies we recommend for divestment | 8 | 8 | 6 | 9 | X | Mid-Cap Blend |
| TMMAX | SEI Tax-Managed Mgd Volatility F (SIMT) | Owns companies we recommend for divestment | 8 | 13 | 16 | 10 | X | Large Value |
| PLARX | Principal SmallCap Value II R5 | Owns companies we recommend for divestment | 8 | 9 | 8 | 8 | X | Small Value |
| STVYX | SEI Tax-Managed Mgd Volatility Y (SIMT) | Owns companies we recommend for divestment | 8 | 13 | 16 | 10 | X | Large Value |
| DGT | SPDR® Global Dow ETF | Owns companies we recommend for divestment | 8 | 9 | 26 | 10 | X | Global Large-Stock Value |
| SPYG | SPDR® Portfolio S&P 500 Growth ETF | Owns companies we recommend for divestment | 8 | 10 | 18 | 10 | X | Large Growth |
| XLSR | SPDR® SSGA US Sector Rotation ETF | Owns companies we recommend for divestment | 8 | 20 | 24 | 15 | X | Large Blend |
| TRDFX | Steward Values Enhanced SmMidCapA | Owns companies we recommend for divestment | 8 | 11 | 12 | 14 | X | Small Blend |
| SCECX | Steward Values Enhanced SmMidCapI | Owns companies we recommend for divestment | 8 | 11 | 12 | 14 | X | Small Blend |
| SSMOX | Steward Values Enhanced SmMidCapR6 | Owns companies we recommend for divestment | 8 | 11 | 12 | 14 | X | Small Blend |
| STXD | Strive 1000 Dividend Growth ETF | Owns companies we recommend for divestment | 8 | 7 | 9 | 8 | X | Large Blend |
| TPLC | Timothy Plan US Large/Mid Cap Core ETF | Owns companies we recommend for divestment | 8 | 3 | 7 | 7 | X | Mid-Cap Blend |
| TPLE | Timothy Plan US Large/Mid Cp Cr Enh ETF | Owns companies we recommend for divestment | 8 | 3 | 7 | 7 | X | Mid-Cap Blend |
| VCIGX | VALIC Company I Dividend Value | Owns companies we recommend for divestment | 8 | 6 | 16 | 10 | X | Large Value |
| VCULX | VALIC Company I Growth | Owns companies we recommend for divestment | 8 | 10 | 18 | 10 | X | Large Growth |
| PSMVX | Principal SmallCap Value II R6 | Owns companies we recommend for divestment | 8 | 9 | 8 | 8 | X | Small Value |
| PJARX | Principal SmallCap Value II R3 | Owns companies we recommend for divestment | 8 | 9 | 8 | 8 | X | Small Value |
| MTOIX | NYLI Income Builder Class I | Owns companies we recommend for divestment | 8 | 5 | 15 | 7 | X | Global Allocation |
| PTEZX | PGIM Quant Solutions Large-Cap Cor Eq Z | Owns companies we recommend for divestment | 8 | 12 | 22 | 14 | X | Large Blend |
| MTODX | NYLI Income Builder Class R6 | Owns companies we recommend for divestment | 8 | 5 | 15 | 7 | X | Global Allocation |
| MTINX | NYLI Income Builder Investor Class | Owns companies we recommend for divestment | 8 | 5 | 15 | 7 | X | Global Allocation |
| MTISX | NYLI Income Builder SIMPLE Class | Owns companies we recommend for divestment | 8 | 5 | 15 | 7 | X | Global Allocation |
| LRND | NYLI U.S. Large Cap R&D Leaders ETF | Owns companies we recommend for divestment | 8 | 6 | 23 | 11 | X | Large Blend |
| ALTL | Pacer Lunt Large Cap Alternator ETF | Owns companies we recommend for divestment | 8 | 6 | 11 | 6 | X | Large Value |
| PALC | Pacer Lunt Large Cap Mlt Ftr Alt ETF | Owns companies we recommend for divestment | 8 | 11 | 17 | 9 | X | Large Blend |
| EAPDX | Parametric Dividend Income A | Owns companies we recommend for divestment | 8 | 8 | 12 | 8 | X | Mid-Cap Value |
| EIPDX | Parametric Dividend Income I | Owns companies we recommend for divestment | 8 | 8 | 12 | 8 | X | Mid-Cap Value |
| PALDX | PGIM 60/40 Allocation R6 | Owns companies we recommend for divestment | 8 | 12 | 22 | 14 | X | Moderate Allocation |
| PTMAX | PGIM Quant Solutions Large-Cap Cor Eq A | Owns companies we recommend for divestment | 8 | 12 | 22 | 14 | X | Large Blend |
| PTMCX | PGIM Quant Solutions Large-Cap Cor Eq C | Owns companies we recommend for divestment | 8 | 12 | 22 | 14 | X | Large Blend |
| PTMQX | PGIM Quant Solutions Large-Cap Cor Eq R6 | Owns companies we recommend for divestment | 8 | 12 | 22 | 14 | X | Large Blend |
| SUVAX | PGIM Quant Solutions Large-Cap Val A | Owns companies we recommend for divestment | 8 | 9 | 15 | 10 | X | Large Value |
| PSMJX | Principal SmallCap Value II J | Owns companies we recommend for divestment | 8 | 9 | 8 | 8 | X | Small Value |
| SUVCX | PGIM Quant Solutions Large-Cap Val C | Owns companies we recommend for divestment | 8 | 9 | 15 | 10 | X | Large Value |
| PRVRX | PGIM Quant Solutions Large-Cap Val R | Owns companies we recommend for divestment | 8 | 9 | 15 | 10 | X | Large Value |
| SUVQX | PGIM Quant Solutions Large-Cap Val R6 | Owns companies we recommend for divestment | 8 | 9 | 15 | 10 | X | Large Value |
| SUVZX | PGIM Quant Solutions Large-Cap Val Z | Owns companies we recommend for divestment | 8 | 9 | 15 | 10 | X | Large Value |
| PINZX | Principal Overseas Instl | Owns companies we recommend for divestment | 8 | 2 | 20 | 8 | X | Foreign Large Value |
| PINTX | Principal Overseas R3 | Owns companies we recommend for divestment | 8 | 2 | 20 | 8 | X | Foreign Large Value |
| PGRTX | Principal SmallCap Growth I Instl | Owns companies we recommend for divestment | 8 | 6 | 7 | 5 | X | Small Growth |
| PSIJX | Principal SmallCap Growth I J | Owns companies we recommend for divestment | 8 | 6 | 7 | 5 | X | Small Growth |
| PPNMX | Principal SmallCap Growth I R3 | Owns companies we recommend for divestment | 8 | 6 | 7 | 5 | X | Small Growth |
| PPNPX | Principal SmallCap Growth I R5 | Owns companies we recommend for divestment | 8 | 6 | 7 | 5 | X | Small Growth |
| PCSMX | Principal SmallCap Growth I R6 | Owns companies we recommend for divestment | 8 | 6 | 7 | 5 | X | Small Growth |
| PPVIX | Principal SmallCap Value II Instl | Owns companies we recommend for divestment | 8 | 9 | 8 | 8 | X | Small Value |
| PQDMX | PGIM Quant Solutions Intl Dev Mkts IdxR6 | Owns companies we recommend for divestment | 12 | 5 | 28 | 10 | X | Foreign Large Blend |
| PIIOX | Principal International Equity Index R3 | Owns companies we recommend for divestment | 12 | 6 | 26 | 10 | X | Foreign Large Blend |
| BLPDX | American Funds Moderate Gr & Inc F-3 | Owns companies we recommend for divestment | 26 | 21 | 48 | 30 | X | Moderate Allocation |
| CGPFX | American Funds Growth Portfolio 529F1 | Owns companies we recommend for divestment | 21 | 22 | 39 | 28 | X | Aggressive Allocation |
| ISIVX | Voya US Stock Index Port A | Owns companies we recommend for divestment | 20 | 22 | 34 | 24 | X | Large Blend |
| INGIX | Voya US Stock Index Port I | Owns companies we recommend for divestment | 20 | 22 | 34 | 24 | X | Large Blend |
| ISJBX | Voya US Stock Index Port S | Owns companies we recommend for divestment | 20 | 22 | 34 | 24 | X | Large Blend |
| ISIPX | Voya US Stock Index Port S2 | Owns companies we recommend for divestment | 20 | 22 | 34 | 24 | X | Large Blend |
| VVIPX | Voya VACS Index S | Owns companies we recommend for divestment | 20 | 22 | 34 | 24 | X | Large Blend |
| CRTC | Xtrackers US National Crtcl Techs ETF | Owns companies we recommend for divestment | 20 | 9 | 29 | 20 | X | Technology |
| FGPGX | American Funds Growth Portfolio 529-F-2 | Owns companies we recommend for divestment | 21 | 22 | 39 | 28 | X | Aggressive Allocation |
| FPGGX | American Funds Growth Portfolio 529-F-3 | Owns companies we recommend for divestment | 21 | 22 | 39 | 28 | X | Aggressive Allocation |
| CGPAX | American Funds Growth Portfolio 529A | Owns companies we recommend for divestment | 21 | 22 | 39 | 28 | X | Aggressive Allocation |
| CGPCX | American Funds Growth Portfolio 529C | Owns companies we recommend for divestment | 21 | 22 | 39 | 28 | X | Aggressive Allocation |
| CGPEX | American Funds Growth Portfolio 529E | Owns companies we recommend for divestment | 21 | 22 | 39 | 28 | X | Aggressive Allocation |
| GWPAX | American Funds Growth Portfolio A | Owns companies we recommend for divestment | 21 | 22 | 39 | 28 | X | Aggressive Allocation |
| CUHCX | Victory US 500 Enh Vol Wtd Idx C | Owns companies we recommend for divestment | 20 | 20 | 32 | 24 | X | Large Blend |
| CGQGX | American Funds Growth Portfolio ABLE-A | Owns companies we recommend for divestment | 21 | 22 | 39 | 28 | X | Aggressive Allocation |
| CGRGX | American Funds Growth Portfolio ABLE-F-2 | Owns companies we recommend for divestment | 21 | 22 | 39 | 28 | X | Aggressive Allocation |
| GWPCX | American Funds Growth Portfolio C | Owns companies we recommend for divestment | 21 | 22 | 39 | 28 | X | Aggressive Allocation |
| GWPFX | American Funds Growth Portfolio F1 | Owns companies we recommend for divestment | 21 | 22 | 39 | 28 | X | Aggressive Allocation |
| GWPEX | American Funds Growth Portfolio F2 | Owns companies we recommend for divestment | 21 | 22 | 39 | 28 | X | Aggressive Allocation |
| GWPDX | American Funds Growth Portfolio F3 | Owns companies we recommend for divestment | 21 | 22 | 39 | 28 | X | Aggressive Allocation |
| RGWAX | American Funds Growth Portfolio R1 | Owns companies we recommend for divestment | 21 | 22 | 39 | 28 | X | Aggressive Allocation |
| RGWBX | American Funds Growth Portfolio R2 | Owns companies we recommend for divestment | 21 | 22 | 39 | 28 | X | Aggressive Allocation |
| RBGEX | American Funds Growth Portfolio R2E | Owns companies we recommend for divestment | 21 | 22 | 39 | 28 | X | Aggressive Allocation |
| RGPCX | American Funds Growth Portfolio R3 | Owns companies we recommend for divestment | 21 | 22 | 39 | 28 | X | Aggressive Allocation |
| RGWEX | American Funds Growth Portfolio R4 | Owns companies we recommend for divestment | 21 | 22 | 39 | 28 | X | Aggressive Allocation |
| RGWFX | American Funds Growth Portfolio R5 | Owns companies we recommend for divestment | 21 | 22 | 39 | 28 | X | Aggressive Allocation |
| CUHIX | Victory US 500 Enh Vol Wtd Idx I | Owns companies we recommend for divestment | 20 | 20 | 32 | 24 | X | Large Blend |
| CUHAX | Victory US 500 Enh Vol Wtd Idx A | Owns companies we recommend for divestment | 20 | 20 | 32 | 24 | X | Large Blend |
| RGWGX | American Funds Growth Portfolio R6 | Owns companies we recommend for divestment | 21 | 22 | 39 | 28 | X | Aggressive Allocation |
| VSTIX | VALIC Company I Stock Index | Owns companies we recommend for divestment | 20 | 22 | 34 | 24 | X | Large Blend |
| SHUS | Stratified LargeCap Hedged ETF | Owns companies we recommend for divestment | 20 | 22 | 34 | 24 | X | Mid-Cap Value |
| SSPY | Stratified LargeCap Index ETF | Owns companies we recommend for divestment | 20 | 22 | 34 | 24 | X | Large Value |
| STRV | Strive 500 ETF | Owns companies we recommend for divestment | 20 | 22 | 33 | 25 | X | Large Blend |
| PREIX | T. Rowe Price Equity Index 500 | Owns companies we recommend for divestment | 20 | 22 | 34 | 24 | X | Large Blend |
| PRUIX | T. Rowe Price Equity Index 500 I | Owns companies we recommend for divestment | 20 | 22 | 34 | 24 | X | Large Blend |
| TRHZX | T. Rowe Price Equity Index 500 Z | Owns companies we recommend for divestment | 20 | 22 | 34 | 24 | X | Large Blend |
| TSTRX | Transamerica Stock Index R | Owns companies we recommend for divestment | 20 | 22 | 34 | 24 | X | Large Blend |
| TSTFX | Transamerica Stock Index R4 | Owns companies we recommend for divestment | 20 | 22 | 34 | 24 | X | Large Blend |
| TSP C Fund - Common Stock Index Investment Fund | Owns companies we recommend for divestment | 20 | 22 | 34 | 24 | X | Large Blend |
| PWTAX | UBS US Allocation A | Owns companies we recommend for divestment | 20 | 18 | 34 | 24 | X | Moderate Allocation |
| PWTYX | UBS US Allocation P | Owns companies we recommend for divestment | 20 | 18 | 34 | 24 | X | Moderate Allocation |
| LFEQ | VanEck Lg/Flat Trend ETF | Owns companies we recommend for divestment | 20 | 22 | 34 | 24 | X | Large Blend |
| MUXYX | Victory S&P 500 Index Y | Owns companies we recommend for divestment | 20 | 22 | 34 | 24 | X | Large Blend |
| VFIAX | Vanguard 500 Index Admiral | Owns companies we recommend for divestment | 20 | 22 | 34 | 24 | X | Large Blend |
| VFFSX | Vanguard 500 Index Institutional Select | Owns companies we recommend for divestment | 20 | 22 | 34 | 24 | X | Large Blend |
| VFINX | Vanguard 500 Index Investor | Owns companies we recommend for divestment | 20 | 22 | 34 | 24 | X | Large Blend |
| VINIX | Vanguard Institutional Index I | Owns companies we recommend for divestment | 20 | 22 | 34 | 24 | X | Large Blend |
| VIIIX | Vanguard Institutional Index Instl Pl | Owns companies we recommend for divestment | 20 | 22 | 34 | 24 | X | Large Blend |
| VLCAX | Vanguard Large Cap Index Admiral | Owns companies we recommend for divestment | 20 | 23 | 34 | 25 | X | Large Blend |
| VLISX | Vanguard Large Cap Index Institutional | Owns companies we recommend for divestment | 20 | 23 | 34 | 25 | X | Large Blend |
| VLACX | Vanguard Large Cap Index Investor | Owns companies we recommend for divestment | 20 | 23 | 34 | 25 | X | Large Blend |
| VV | Vanguard Large-Cap ETF | Owns companies we recommend for divestment | 20 | 23 | 34 | 25 | X | Large Blend |
| VOO | Vanguard S&P 500 ETF | Owns companies we recommend for divestment | 20 | 22 | 34 | 24 | X | Large Blend |
| MUXAX | Victory S&P 500 Index A | Owns companies we recommend for divestment | 20 | 22 | 34 | 24 | X | Large Blend |
| MUXRX | Victory S&P 500 Index R | Owns companies we recommend for divestment | 20 | 22 | 34 | 24 | X | Large Blend |
| RGSFX | American Funds Growth Portfolio R5E | Owns companies we recommend for divestment | 21 | 22 | 39 | 28 | X | Aggressive Allocation |
| AVDS | Avantis International Small Cp Eq ETF | Owns companies we recommend for divestment | 21 | 2 | 37 | 0 | X | Foreign Small/Mid Blend |
| STBIX | State Street Equity 500 Index Svc | Owns companies we recommend for divestment | 20 | 22 | 34 | 24 | X | Large Blend |
| VFWSX | Vanguard FTSE All-Wld ex-US Idx Instl | Owns companies we recommend for divestment | 22 | 9 | 56 | 12 | X | Foreign Large Blend |
| SWOBX | Schwab Balanced | Owns companies we recommend for divestment | 22 | 18 | 57 | 17 | X | Moderate Allocation |
| FNDC | Schwab Fundamental International SmEqETF | Owns companies we recommend for divestment | 22 | 3 | 34 | 1 | X | Foreign Small/Mid Value |
| SCHV | Schwab US Large-Cap Value ETF™ | Owns companies we recommend for divestment | 22 | 17 | 27 | 19 | X | Large Value |
| CUSUX | Six Circles U.S. Unconstrained Equity | Owns companies we recommend for divestment | 22 | 22 | 35 | 27 | X | Large Blend |
| QUS | SPDR® MSCI USA StrategicFactors ETF | Owns companies we recommend for divestment | 22 | 22 | 35 | 27 | X | Large Blend |
| SPUSX | Symmetry Panoramic US Equity I | Owns companies we recommend for divestment | 22 | 22 | 35 | 27 | X | Large Blend |
| VOTE | TCW Transform 500 ETF | Owns companies we recommend for divestment | 22 | 22 | 35 | 27 | V | Large Blend |
| VCGAX | VALIC Company I Systematic Core Fund | Owns companies we recommend for divestment | 22 | 27 | 33 | 29 | X | Large Blend |
| VEU | Vanguard FTSE All-Wld ex-US ETF | Owns companies we recommend for divestment | 22 | 9 | 56 | 12 | X | Foreign Large Blend |
| VFWAX | Vanguard FTSE All-Wld ex-US Idx Admiral | Owns companies we recommend for divestment | 22 | 9 | 56 | 12 | X | Foreign Large Blend |
| VFWPX | Vanguard FTSE All-Wld ex-US Idx Ins Plus | Owns companies we recommend for divestment | 22 | 9 | 56 | 12 | X | Foreign Large Blend |
| VIS | Vanguard Industrials ETF | Owns companies we recommend for divestment | 22 | 6 | 16 | 20 | X | Industrials |
| TOV | JLens 500 Jewish Advocacy U.S. ETF | Owns companies we recommend for divestment | 22 | 22 | 34 | 27 | X | Large Blend |
| VINAX | Vanguard Industrials Index Admiral | Owns companies we recommend for divestment | 22 | 6 | 16 | 20 | X | Industrials |
| USSPX | Victory 500 Index Member | Owns companies we recommend for divestment | 22 | 23 | 34 | 27 | X | Large Blend |
| USPRX | Victory 500 Index Reward | Owns companies we recommend for divestment | 22 | 23 | 34 | 27 | X | Large Blend |
| NBARX | American Funds Retire Inc Port-Mod A | Owns companies we recommend for divestment | 23 | 21 | 36 | 25 | X | Moderate Allocation |
| NBCRX | American Funds Retire Inc Port-Mod C | Owns companies we recommend for divestment | 23 | 21 | 36 | 25 | X | Moderate Allocation |
| FBFWX | American Funds Retire Inc Port-Mod F1 | Owns companies we recommend for divestment | 23 | 21 | 36 | 25 | X | Moderate Allocation |
| FHFWX | American Funds Retire Inc Port-Mod F2 | Owns companies we recommend for divestment | 23 | 21 | 36 | 25 | X | Moderate Allocation |
| FIMWX | American Funds Retire Inc Port-Mod F3 | Owns companies we recommend for divestment | 23 | 21 | 36 | 25 | X | Moderate Allocation |
| RBRPX | American Funds Retire Inc Port-Mod R1 | Owns companies we recommend for divestment | 23 | 21 | 36 | 25 | X | Moderate Allocation |
| RERPX | American Funds Retire Inc Port-Mod R2 | Owns companies we recommend for divestment | 23 | 21 | 36 | 25 | X | Moderate Allocation |
| RHRPX | American Funds Retire Inc Port-Mod R2E | Owns companies we recommend for divestment | 23 | 21 | 36 | 25 | X | Moderate Allocation |
| RKRPX | American Funds Retire Inc Port-Mod R3 | Owns companies we recommend for divestment | 23 | 21 | 36 | 25 | X | Moderate Allocation |
| BBUS | JPMorgan BetaBuilders US Equity ETF | Owns companies we recommend for divestment | 22 | 22 | 35 | 27 | X | Large Blend |
| SIZE | iShares MSCI USA Size Factor ETF | Owns companies we recommend for divestment | 22 | 22 | 35 | 27 | X | Mid-Cap Blend |
| BBVSX | Bridge Builder Small/Mid Cap Value | Owns companies we recommend for divestment | 21 | 25 | 25 | 27 | X | Mid-Cap Value |
| RMGYX | Russell Inv Multi-Asset Strat Y | Owns companies we recommend for divestment | 21 | 21 | 35 | 22 | X | Global Allocation |
| XMAG | Defiance Large Cap ex-Mag 7 ETF | Owns companies we recommend for divestment | 21 | 18 | 28 | 22 | X | Large Blend |
| FSUMX | Fidelity Series Sustainable U.S. Market | Owns companies we recommend for divestment | 21 | 22 | 36 | 25 | V | Large Blend |
| FZILX | Fidelity ZERO International Index | Owns companies we recommend for divestment | 21 | 8 | 53 | 11 | X | Foreign Large Blend |
| FNILX | Fidelity ZERO Large Cap Index | Owns companies we recommend for divestment | 21 | 22 | 34 | 26 | X | Large Blend |
| GSEW | Goldman Sachs Equal Wght US Lg Cp Eq ETF | Owns companies we recommend for divestment | 21 | 21 | 33 | 25 | X | Large Blend |
| LGH | HCM Defender 500 Index ETF | Owns companies we recommend for divestment | 21 | 21 | 33 | 25 | X | Large Blend |
| MMLRX | MassMutual Select TRP Large Cap Blend I | Owns companies we recommend for divestment | 21 | 22 | 34 | 25 | X | Large Blend |
| MAAKX | MoA All America Fund | Owns companies we recommend for divestment | 21 | 22 | 35 | 26 | X | Large Blend |
| RAZAX | Russell Inv Multi-Asset Strat A | Owns companies we recommend for divestment | 21 | 21 | 35 | 22 | X | Global Allocation |
| RAZCX | Russell Inv Multi-Asset Strat C | Owns companies we recommend for divestment | 21 | 21 | 35 | 22 | X | Global Allocation |
| RMATX | Russell Inv Multi-Asset Strat M | Owns companies we recommend for divestment | 21 | 21 | 35 | 22 | X | Global Allocation |
| RMGSX | Russell Inv Multi-Asset Strat S | Owns companies we recommend for divestment | 21 | 21 | 35 | 22 | X | Global Allocation |
| SFY | SoFi Select 500 ETF | Owns companies we recommend for divestment | 21 | 21 | 33 | 25 | X | Large Growth |
| EUSA | iShares MSCI USA Equal Weighted ETF | Owns companies we recommend for divestment | 22 | 22 | 35 | 27 | X | Mid-Cap Blend |
| ISRA | VanEck Israel ETF | Owns companies we recommend for divestment | 21 | 2 | 34 | 2 | X | Miscellaneous Region |
| CFO | VictoryShares US 500 Enh Vol Wtd ETF | Owns companies we recommend for divestment | 21 | 21 | 32 | 26 | X | Large Blend |
| CFA | VictoryShares US 500 Volatility Wtd ETF | Owns companies we recommend for divestment | 21 | 21 | 32 | 26 | X | Large Blend |
| SPXUX | WisdomTree 500 Digital N/A | Owns companies we recommend for divestment | 21 | 21 | 32 | 25 | X | Large Blend |
| GDE | WisdomTree Efcnt Gld Pls Eq Stgy ETF | Owns companies we recommend for divestment | 21 | 21 | 32 | 25 | X | Large Blend |
| NTSX | WisdomTree U.S. Efficient Core Fund | Owns companies we recommend for divestment | 21 | 21 | 32 | 25 | X | Aggressive Allocation |
| EPS | WisdomTree U.S. LargeCap Fund | Owns companies we recommend for divestment | 21 | 19 | 28 | 25 | X | Large Value |
| DUSQX | DFA US Large Cap Equity Institutional | Owns companies we recommend for divestment | 22 | 22 | 34 | 27 | X | Large Blend |
| FIDU | Fidelity MSCI Industrials ETF | Owns companies we recommend for divestment | 22 | 6 | 16 | 20 | X | Industrials |
| USPX | Franklin US Equity Index ETF | Owns companies we recommend for divestment | 22 | 22 | 35 | 27 | X | Large Blend |
| PBUS | Invesco MSCI USA ETF | Owns companies we recommend for divestment | 22 | 22 | 35 | 27 | X | Large Blend |
| ILCB | iShares Morningstar U.S. Equity ETF | Owns companies we recommend for divestment | 22 | 22 | 35 | 27 | X | Large Blend |
| SVSPX | State Street S&P 500 Index N | Owns companies we recommend for divestment | 20 | 22 | 34 | 24 | X | Large Blend |
| SSFRX | State Street Equity 500 Index R | Owns companies we recommend for divestment | 20 | 22 | 34 | 24 | X | Large Blend |
| RRRPX | American Funds Retire Inc Port-Mod R5 | Owns companies we recommend for divestment | 23 | 21 | 36 | 25 | X | Moderate Allocation |
| MIEYX | MM S&P 500® Index Adm | Owns companies we recommend for divestment | 20 | 22 | 34 | 24 | X | Large Blend |
| AGGPX | MFS Aggressive Growth Allocation R6 | Owns companies we recommend for divestment | 20 | 12 | 22 | 22 | X | Aggressive Allocation |
| MAGWX | MFS Growth Allocation A | Owns companies we recommend for divestment | 20 | 12 | 22 | 22 | X | Moderately Aggressive Allocation |
| MBGWX | MFS Growth Allocation B | Owns companies we recommend for divestment | 20 | 12 | 22 | 22 | X | Moderately Aggressive Allocation |
| MCGWX | MFS Growth Allocation C | Owns companies we recommend for divestment | 20 | 12 | 22 | 22 | X | Moderately Aggressive Allocation |
| MGWIX | MFS Growth Allocation I | Owns companies we recommend for divestment | 20 | 12 | 22 | 22 | X | Moderately Aggressive Allocation |
| MAGMX | MFS Growth Allocation R1 | Owns companies we recommend for divestment | 20 | 12 | 22 | 22 | X | Moderately Aggressive Allocation |
| MGALX | MFS Growth Allocation R2 | Owns companies we recommend for divestment | 20 | 12 | 22 | 22 | X | Moderately Aggressive Allocation |
| MAGEX | MFS Growth Allocation R3 | Owns companies we recommend for divestment | 20 | 12 | 22 | 22 | X | Moderately Aggressive Allocation |
| MAGJX | MFS Growth Allocation R4 | Owns companies we recommend for divestment | 20 | 12 | 22 | 22 | X | Moderately Aggressive Allocation |
| MAGQX | MFS Growth Allocation R6 | Owns companies we recommend for divestment | 20 | 12 | 22 | 22 | X | Moderately Aggressive Allocation |
| MMFFX | MM S&P 500® Index A | Owns companies we recommend for divestment | 20 | 22 | 34 | 24 | X | Large Blend |
| MMIZX | MM S&P 500® Index I | Owns companies we recommend for divestment | 20 | 22 | 34 | 24 | X | Large Blend |
| MAAHX | MFS Aggressive Growth Allocation R3 | Owns companies we recommend for divestment | 20 | 12 | 22 | 22 | X | Aggressive Allocation |
| MMINX | MM S&P 500® Index R3 | Owns companies we recommend for divestment | 20 | 22 | 34 | 24 | X | Large Blend |
| MIEAX | MM S&P 500® Index R4 | Owns companies we recommend for divestment | 20 | 22 | 34 | 24 | X | Large Blend |
| MIEZX | MM S&P 500® Index R5 | Owns companies we recommend for divestment | 20 | 22 | 34 | 24 | X | Large Blend |
| MMIEX | MM S&P 500® Index Svc | Owns companies we recommend for divestment | 20 | 22 | 34 | 24 | X | Large Blend |
| MAEIX | MoA Equity Index Fund | Owns companies we recommend for divestment | 20 | 22 | 34 | 24 | X | Large Blend |
| NMFAX | Nationwide BNY Mellon Dyn US Core A | Owns companies we recommend for divestment | 20 | 22 | 34 | 24 | X | Large Blend |
| NWAEX | Nationwide BNY Mellon Dyn US Core Eagle | Owns companies we recommend for divestment | 20 | 22 | 34 | 24 | X | Large Blend |
| NGISX | Nationwide BNY Mellon Dyn US Core I.S | Owns companies we recommend for divestment | 20 | 22 | 34 | 24 | X | Large Blend |
| GGFRX | Nationwide BNY Mellon Dyn US Core R | Owns companies we recommend for divestment | 20 | 22 | 34 | 24 | X | Large Blend |
| MUIGX | Nationwide BNY Mellon Dyn US Core R6 | Owns companies we recommend for divestment | 20 | 22 | 34 | 24 | X | Large Blend |
| GRMAX | Nationwide S&P 500 Index A | Owns companies we recommend for divestment | 20 | 22 | 34 | 24 | X | Large Blend |
| GRISX | Nationwide S&P 500 Index Instl Svc | Owns companies we recommend for divestment | 20 | 22 | 34 | 24 | X | Large Blend |
| MAALX | MFS Aggressive Growth Allocation R4 | Owns companies we recommend for divestment | 20 | 12 | 22 | 22 | X | Aggressive Allocation |
| MAWAX | MFS Aggressive Growth Allocation R2 | Owns companies we recommend for divestment | 20 | 12 | 22 | 22 | X | Aggressive Allocation |
| GRMIX | Nationwide S&P 500 Index R6 | Owns companies we recommend for divestment | 20 | 22 | 34 | 24 | X | Large Blend |
| WFSPX | iShares S&P 500 Index K | Owns companies we recommend for divestment | 20 | 22 | 34 | 24 | X | Large Blend |
| SPIAX | Invesco S&P 500 Index A | Owns companies we recommend for divestment | 20 | 22 | 34 | 24 | X | Large Blend |
| SPICX | Invesco S&P 500 Index C | Owns companies we recommend for divestment | 20 | 22 | 34 | 24 | X | Large Blend |
| SPISX | Invesco S&P 500 Index R6 | Owns companies we recommend for divestment | 20 | 22 | 34 | 24 | X | Large Blend |
| SPIDX | Invesco S&P 500 Index Y | Owns companies we recommend for divestment | 20 | 22 | 34 | 24 | X | Large Blend |
| RWL | Invesco S&P 500 Revenue ETF | Owns companies we recommend for divestment | 20 | 22 | 34 | 24 | X | Large Value |
| RSP | Invesco S&P 500® Equal Weight ETF | Owns companies we recommend for divestment | 20 | 22 | 34 | 24 | X | Large Blend |
| IVV | iShares Core S&P 500 ETF | Owns companies we recommend for divestment | 20 | 22 | 34 | 24 | X | Large Blend |
| BSPGX | iShares S&P 500 Index G | Owns companies we recommend for divestment | 20 | 22 | 34 | 24 | X | Large Blend |
| BSPIX | iShares S&P 500 Index Institutional | Owns companies we recommend for divestment | 20 | 22 | 34 | 24 | X | Large Blend |
| BSPAX | iShares S&P 500 Index Investor A | Owns companies we recommend for divestment | 20 | 22 | 34 | 24 | X | Large Blend |
| BSPPX | iShares S&P 500 Index Investor P | Owns companies we recommend for divestment | 20 | 22 | 34 | 24 | X | Large Blend |
| BSPSX | iShares S&P 500 Index Service | Owns companies we recommend for divestment | 20 | 22 | 34 | 24 | X | Large Blend |
| MAAFX | MFS Aggressive Growth Allocation R1 | Owns companies we recommend for divestment | 20 | 12 | 22 | 22 | X | Aggressive Allocation |
| JHancock U.S. Sector Rotation NAV | Owns companies we recommend for divestment | 20 | 22 | 34 | 24 | X | Large Blend |
| JNL S&P 500 Index I | Owns companies we recommend for divestment | 20 | 22 | 34 | 24 | X | Large Blend |
| JNL/Mellon S&P 500 Index A | Owns companies we recommend for divestment | 20 | 22 | 34 | 24 | X | Large Blend |
| JNL/Mellon S&P 500 Index I | Owns companies we recommend for divestment | 20 | 22 | 34 | 24 | X | Large Blend |
| OGEAX | JPMorgan Equity Index A | Owns companies we recommend for divestment | 20 | 22 | 34 | 24 | X | Large Blend |
| OEICX | JPMorgan Equity Index C | Owns companies we recommend for divestment | 20 | 22 | 34 | 24 | X | Large Blend |
| HLEIX | JPMorgan Equity Index I | Owns companies we recommend for divestment | 20 | 22 | 34 | 24 | X | Large Blend |
| OGFAX | JPMorgan Equity Index R6 | Owns companies we recommend for divestment | 20 | 22 | 34 | 24 | X | Large Blend |
| MAAGX | MFS Aggressive Growth Allocation A | Owns companies we recommend for divestment | 20 | 12 | 22 | 22 | X | Aggressive Allocation |
| MBAGX | MFS Aggressive Growth Allocation B | Owns companies we recommend for divestment | 20 | 12 | 22 | 22 | X | Aggressive Allocation |
| MCAGX | MFS Aggressive Growth Allocation C | Owns companies we recommend for divestment | 20 | 12 | 22 | 22 | X | Aggressive Allocation |
| MIAGX | MFS Aggressive Growth Allocation I | Owns companies we recommend for divestment | 20 | 12 | 22 | 22 | X | Aggressive Allocation |
| GRMRX | Nationwide S&P 500 Index R | Owns companies we recommend for divestment | 20 | 22 | 34 | 24 | X | Large Blend |
| GRMSX | Nationwide S&P 500 Index Svc | Owns companies we recommend for divestment | 20 | 22 | 34 | 24 | X | Large Blend |
| SSSYX | State Street Equity 500 Index K | Owns companies we recommend for divestment | 20 | 22 | 34 | 24 | X | Large Blend |
| SWPPX | Schwab® S&P 500 Index | Owns companies we recommend for divestment | 20 | 22 | 34 | 24 | X | Large Blend |
| PAEAX | Putnam Dynamic Asset Allocation Gr A | Owns companies we recommend for divestment | 20 | 21 | 37 | 26 | X | Moderately Aggressive Allocation |
| PAECX | Putnam Dynamic Asset Allocation Gr C | Owns companies we recommend for divestment | 20 | 21 | 37 | 26 | X | Moderately Aggressive Allocation |
| Putnam Dynamic Asset Allocation Gr P | Owns companies we recommend for divestment | 20 | 21 | 37 | 26 | X | Moderately Aggressive Allocation |
| PASRX | Putnam Dynamic Asset Allocation Gr R | Owns companies we recommend for divestment | 20 | 21 | 37 | 26 | X | Moderately Aggressive Allocation |
| PADEX | Putnam Dynamic Asset Allocation Gr R5 | Owns companies we recommend for divestment | 20 | 21 | 37 | 26 | X | Moderately Aggressive Allocation |
| PAEEX | Putnam Dynamic Asset Allocation Gr R6 | Owns companies we recommend for divestment | 20 | 21 | 37 | 26 | X | Moderately Aggressive Allocation |
| PAGYX | Putnam Dynamic Asset Allocation Gr Y | Owns companies we recommend for divestment | 20 | 21 | 37 | 26 | X | Moderately Aggressive Allocation |
| RVRB | Reverb ETF | Owns companies we recommend for divestment | 20 | 22 | 32 | 23 | X | Large Blend |
| RYSOX | Rydex S&P 500 A | Owns companies we recommend for divestment | 20 | 22 | 34 | 24 | X | Large Blend |
| RYSYX | Rydex S&P 500 C | Owns companies we recommend for divestment | 20 | 22 | 34 | 24 | X | Large Blend |
| RYSPX | Rydex S&P 500 H | Owns companies we recommend for divestment | 20 | 22 | 34 | 24 | X | Large Blend |
| SDYAX | SEI Dynamic Asset Allocation F (SIMT) | Owns companies we recommend for divestment | 20 | 22 | 34 | 24 | X | Large Blend |
| PAAEX | Putnam Dynamic Asset Allocation Bal R6 | Owns companies we recommend for divestment | 20 | 21 | 36 | 26 | X | Moderate Allocation |
| SDYYX | SEI Dynamic Asset Allocation Y (SIMT) | Owns companies we recommend for divestment | 20 | 22 | 34 | 24 | X | Large Blend |
| SPINX | SEI S&P 500 Index A (SIIT) | Owns companies we recommend for divestment | 20 | 22 | 34 | 24 | X | Large Blend |
| SSPIX | SEI S&P 500 Index F (SIMT) | Owns companies we recommend for divestment | 20 | 22 | 34 | 24 | X | Large Blend |
| SPIIX | SEI S&P 500 Index I (SIMT) | Owns companies we recommend for divestment | 20 | 22 | 34 | 24 | X | Large Blend |
| SPFIX | Shelton S&P 500 Index Investor | Owns companies we recommend for divestment | 20 | 22 | 34 | 24 | X | Large Blend |
| SPXKX | Shelton S&P 500 Index K | Owns companies we recommend for divestment | 20 | 22 | 34 | 24 | X | Large Blend |
| SPLG | SPDR® Portfolio S&P 500® ETF | Owns companies we recommend for divestment | 20 | 22 | 34 | 24 | X | Large Blend |
| SPY | SPDR® S&P 500® ETF Trust | Owns companies we recommend for divestment | 20 | 22 | 34 | 24 | X | Large Blend |
| SSSVX | State Street Equity 500 Index A | Owns companies we recommend for divestment | 20 | 22 | 34 | 24 | X | Large Blend |
| STFAX | State Street Equity 500 Index Adm | Owns companies we recommend for divestment | 20 | 22 | 34 | 24 | X | Large Blend |
| SSSWX | State Street Equity 500 Index I | Owns companies we recommend for divestment | 20 | 22 | 34 | 24 | X | Large Blend |
| SSEYX | State Street Equity 500 Index II | Owns companies we recommend for divestment | 20 | 22 | 34 | 24 | X | Large Blend |
| PABYX | Putnam Dynamic Asset Allocation Bal Y | Owns companies we recommend for divestment | 20 | 21 | 36 | 26 | X | Moderate Allocation |
| PAADX | Putnam Dynamic Asset Allocation Bal R5 | Owns companies we recommend for divestment | 20 | 21 | 36 | 26 | X | Moderate Allocation |
| SPYI | NEOS S&P 500(R) High Income ETF | Owns companies we recommend for divestment | 20 | 22 | 34 | 24 | X | Derivative Income |
| PDSIX | PGIM Quant Solutions Large-Cap Index I | Owns companies we recommend for divestment | 20 | 22 | 34 | 24 | X | Large Blend |
| NOSIX | Northern Stock Index | Owns companies we recommend for divestment | 20 | 22 | 34 | 24 | X | Large Blend |
| TISAX | Nuveen S&P 500 Index I | Owns companies we recommend for divestment | 20 | 22 | 34 | 24 | X | Large Blend |
| TISPX | Nuveen S&P 500 Index R6 | Owns companies we recommend for divestment | 20 | 22 | 34 | 24 | X | Large Blend |
| TRSPX | Nuveen S&P 500 Index Retire | Owns companies we recommend for divestment | 20 | 22 | 34 | 24 | X | Large Blend |
| MSXAX | NYLI S&P 500 Index Class A | Owns companies we recommend for divestment | 20 | 22 | 34 | 24 | X | Large Blend |
| MSPIX | NYLI S&P 500 Index Class I | Owns companies we recommend for divestment | 20 | 22 | 34 | 24 | X | Large Blend |
| MYSPX | NYLI S&P 500 Index Investor Class | Owns companies we recommend for divestment | 20 | 22 | 34 | 24 | X | Large Blend |
| MSXMX | NYLI S&P 500 Index SIMPLE Class | Owns companies we recommend for divestment | 20 | 22 | 34 | 24 | X | Large Blend |
| INDEX | ONEFUND S&P 500® | Owns companies we recommend for divestment | 20 | 22 | 34 | 24 | X | Large Blend |
| QDPL | Pacer Metaurus US Lg Cp Dvd Mltp 400 ETF | Owns companies we recommend for divestment | 20 | 22 | 34 | 24 | X | Large Blend |
| PSIAX | PGIM Quant Solutions Large-Cap Index A | Owns companies we recommend for divestment | 20 | 22 | 34 | 24 | X | Large Blend |
| PSICX | PGIM Quant Solutions Large-Cap Index C | Owns companies we recommend for divestment | 20 | 22 | 34 | 24 | X | Large Blend |
| PQSIX | PGIM Quant Solutions Large-Cap Index R6 | Owns companies we recommend for divestment | 20 | 22 | 34 | 24 | X | Large Blend |
| PAARX | Putnam Dynamic Asset Allocation Bal R | Owns companies we recommend for divestment | 20 | 21 | 36 | 26 | X | Moderate Allocation |
| PSIFX | PGIM Quant Solutions Large-Cap Index Z | Owns companies we recommend for divestment | 20 | 22 | 34 | 24 | X | Large Blend |
| MFDX | PIMCO RAFI Dyn Multi-Factor Intl Eq ETF | Owns companies we recommend for divestment | 20 | 5 | 39 | 9 | X | Foreign Large Blend |
| PLSAX | Principal Large Cap S&P 500 Index A | Owns companies we recommend for divestment | 20 | 22 | 34 | 24 | X | Large Blend |
| PLFIX | Principal Large Cap S&P 500 Index Inst | Owns companies we recommend for divestment | 20 | 22 | 34 | 24 | X | Large Blend |
| PSPJX | Principal Large Cap S&P 500 Index J | Owns companies we recommend for divestment | 20 | 22 | 34 | 24 | X | Large Blend |
| PLFMX | Principal Large Cap S&P 500 Index R3 | Owns companies we recommend for divestment | 20 | 22 | 34 | 24 | X | Large Blend |
| PLFPX | Principal Large Cap S&P 500 Index R5 | Owns companies we recommend for divestment | 20 | 22 | 34 | 24 | X | Large Blend |
| SPXV | ProShares S&P 500® ex-Health Care | Owns companies we recommend for divestment | 20 | 20 | 34 | 23 | X | Large Blend |
| SSO | ProShares Ultra S&P500 | Owns companies we recommend for divestment | 20 | 22 | 34 | 24 | X | Trading--Leveraged Equity |
| PABAX | Putnam Dynamic Asset Allocation Bal A | Owns companies we recommend for divestment | 20 | 21 | 36 | 26 | X | Moderate Allocation |
| AABCX | Putnam Dynamic Asset Allocation Bal C | Owns companies we recommend for divestment | 20 | 21 | 36 | 26 | X | Moderate Allocation |
| Putnam Dynamic Asset Allocation Bal P | Owns companies we recommend for divestment | 20 | 21 | 36 | 26 | X | Moderate Allocation |
| RNRPX | American Funds Retire Inc Port-Mod R4 | Owns companies we recommend for divestment | 23 | 21 | 36 | 25 | X | Moderate Allocation |
| RRPPX | American Funds Retire Inc Port-Mod R5E | Owns companies we recommend for divestment | 23 | 21 | 36 | 25 | X | Moderate Allocation |
| VADFX | Invesco Equally-Wtd S&P 500 R6 | Owns companies we recommend for divestment | 20 | 22 | 34 | 24 | X | Large Blend |
| JSAIX | JPMorgan SmartRetirement® 2045 R5 | Owns companies we recommend for divestment | 24 | 24 | 44 | 32 | X | Target-Date 2045 |
| SMTZX | JPMorgan SmartRetirement® 2040 R2 | Owns companies we recommend for divestment | 24 | 24 | 44 | 32 | X | Target-Date 2040 |
| SMTPX | JPMorgan SmartRetirement® 2040 R3 | Owns companies we recommend for divestment | 24 | 24 | 44 | 32 | X | Target-Date 2040 |
| SMTQX | JPMorgan SmartRetirement® 2040 R4 | Owns companies we recommend for divestment | 24 | 24 | 44 | 32 | X | Target-Date 2040 |
| SMTIX | JPMorgan SmartRetirement® 2040 R5 | Owns companies we recommend for divestment | 24 | 24 | 44 | 32 | X | Target-Date 2040 |
| SMTYX | JPMorgan SmartRetirement® 2040 R6 | Owns companies we recommend for divestment | 24 | 24 | 44 | 32 | X | Target-Date 2040 |
| JSAAX | JPMorgan SmartRetirement® 2045 A | Owns companies we recommend for divestment | 24 | 24 | 44 | 32 | X | Target-Date 2045 |
| JSACX | JPMorgan SmartRetirement® 2045 C | Owns companies we recommend for divestment | 24 | 24 | 44 | 32 | X | Target-Date 2045 |
| JSASX | JPMorgan SmartRetirement® 2045 I | Owns companies we recommend for divestment | 24 | 24 | 44 | 32 | X | Target-Date 2045 |
| JSAZX | JPMorgan SmartRetirement® 2045 R2 | Owns companies we recommend for divestment | 24 | 24 | 44 | 32 | X | Target-Date 2045 |
| JSAPX | JPMorgan SmartRetirement® 2045 R3 | Owns companies we recommend for divestment | 24 | 24 | 44 | 32 | X | Target-Date 2045 |
| JSAQX | JPMorgan SmartRetirement® 2045 R4 | Owns companies we recommend for divestment | 24 | 24 | 44 | 32 | X | Target-Date 2045 |
| JSAYX | JPMorgan SmartRetirement® 2045 R6 | Owns companies we recommend for divestment | 24 | 24 | 44 | 32 | X | Target-Date 2045 |
| SMTCX | JPMorgan SmartRetirement® 2040 C | Owns companies we recommend for divestment | 24 | 24 | 44 | 32 | X | Target-Date 2040 |
| JTSAX | JPMorgan SmartRetirement® 2050 A | Owns companies we recommend for divestment | 24 | 24 | 44 | 32 | X | Target-Date 2050 |
| JTSCX | JPMorgan SmartRetirement® 2050 C | Owns companies we recommend for divestment | 24 | 24 | 44 | 32 | X | Target-Date 2050 |
| JTSSX | JPMorgan SmartRetirement® 2050 I | Owns companies we recommend for divestment | 24 | 24 | 44 | 32 | X | Target-Date 2050 |
| JTSZX | JPMorgan SmartRetirement® 2050 R2 | Owns companies we recommend for divestment | 24 | 24 | 44 | 32 | X | Target-Date 2050 |
| JTSPX | JPMorgan SmartRetirement® 2050 R3 | Owns companies we recommend for divestment | 24 | 24 | 44 | 32 | X | Target-Date 2050 |
| JTSQX | JPMorgan SmartRetirement® 2050 R4 | Owns companies we recommend for divestment | 24 | 24 | 44 | 32 | X | Target-Date 2050 |
| JTSIX | JPMorgan SmartRetirement® 2050 R5 | Owns companies we recommend for divestment | 24 | 24 | 44 | 32 | X | Target-Date 2050 |
| JTSYX | JPMorgan SmartRetirement® 2050 R6 | Owns companies we recommend for divestment | 24 | 24 | 44 | 32 | X | Target-Date 2050 |
| JFFAX | JPMorgan SmartRetirement® 2055 A | Owns companies we recommend for divestment | 24 | 24 | 44 | 32 | X | Target-Date 2055 |
| JFFCX | JPMorgan SmartRetirement® 2055 C | Owns companies we recommend for divestment | 24 | 24 | 44 | 32 | X | Target-Date 2055 |
| JFFSX | JPMorgan SmartRetirement® 2055 I | Owns companies we recommend for divestment | 24 | 24 | 44 | 32 | X | Target-Date 2055 |
| JFFRX | JPMorgan SmartRetirement® 2055 R2 | Owns companies we recommend for divestment | 24 | 24 | 44 | 32 | X | Target-Date 2055 |
| SMTSX | JPMorgan SmartRetirement® 2040 I | Owns companies we recommend for divestment | 24 | 24 | 44 | 32 | X | Target-Date 2040 |
| SMTAX | JPMorgan SmartRetirement® 2040 A | Owns companies we recommend for divestment | 24 | 24 | 44 | 32 | X | Target-Date 2040 |
| JFFQX | JPMorgan SmartRetirement® 2055 R4 | Owns companies we recommend for divestment | 24 | 24 | 44 | 32 | X | Target-Date 2055 |
| BDMIX | BlackRock Global Equity Mkt Netrl Instl | Owns companies we recommend for divestment | 24 | 17 | 38 | 23 | X | Equity Market Neutral |
| FIEWX | American Funds Retire Inc Port-Enh F3 | Owns companies we recommend for divestment | 24 | 23 | 38 | 26 | X | Moderate Allocation |
| RCRPX | American Funds Retire Inc Port-Enh R1 | Owns companies we recommend for divestment | 24 | 23 | 38 | 26 | X | Moderate Allocation |
| RFRPX | American Funds Retire Inc Port-Enh R2 | Owns companies we recommend for divestment | 24 | 23 | 38 | 26 | X | Moderate Allocation |
| RIRPX | American Funds Retire Inc Port-Enh R2E | Owns companies we recommend for divestment | 24 | 23 | 38 | 26 | X | Moderate Allocation |
| RLRPX | American Funds Retire Inc Port-Enh R3 | Owns companies we recommend for divestment | 24 | 23 | 38 | 26 | X | Moderate Allocation |
| RPRPX | American Funds Retire Inc Port-Enh R4 | Owns companies we recommend for divestment | 24 | 23 | 38 | 26 | X | Moderate Allocation |
| RXRPX | American Funds Retire Inc Port-Enh R5 | Owns companies we recommend for divestment | 24 | 23 | 38 | 26 | X | Moderate Allocation |
| RRQPX | American Funds Retire Inc Port-Enh R5E | Owns companies we recommend for divestment | 24 | 23 | 38 | 26 | X | Moderate Allocation |
| RVRPX | American Funds Retire Inc Port-Enh R6 | Owns companies we recommend for divestment | 24 | 23 | 38 | 26 | X | Moderate Allocation |
| BDMAX | BlackRock Global Equity Mkt Netrl A | Owns companies we recommend for divestment | 24 | 17 | 38 | 23 | X | Equity Market Neutral |
| BDMCX | BlackRock Global Equity Mkt Netrl C | Owns companies we recommend for divestment | 24 | 17 | 38 | 23 | X | Equity Market Neutral |
| BGCKX | BlackRock Global Equity Mkt Netrl K | Owns companies we recommend for divestment | 24 | 17 | 38 | 23 | X | Equity Market Neutral |
| SRJYX | JPMorgan SmartRetirement® 2035 R6 | Owns companies we recommend for divestment | 24 | 24 | 44 | 32 | X | Target-Date 2035 |
| DXIV | Dimensional International Vector Eq ETF | Owns companies we recommend for divestment | 24 | 6 | 58 | 6 | X | Foreign Small/Mid Value |
| JNL/DFA International Core Equity A | Owns companies we recommend for divestment | 24 | 6 | 47 | 14 | X | Foreign Large Blend |
| JNL/DFA International Core Equity I | Owns companies we recommend for divestment | 24 | 6 | 47 | 14 | X | Foreign Large Blend |
| JNL/RAFI® Multi-Factor US Eq A | Owns companies we recommend for divestment | 24 | 26 | 31 | 30 | X | Large Value |
| JNL/RAFI® Multi-Factor US Eq I | Owns companies we recommend for divestment | 24 | 26 | 31 | 30 | X | Large Value |
| SRJAX | JPMorgan SmartRetirement® 2035 A | Owns companies we recommend for divestment | 24 | 24 | 44 | 32 | X | Target-Date 2035 |
| SRJCX | JPMorgan SmartRetirement® 2035 C | Owns companies we recommend for divestment | 24 | 24 | 44 | 32 | X | Target-Date 2035 |
| SRJSX | JPMorgan SmartRetirement® 2035 I | Owns companies we recommend for divestment | 24 | 24 | 44 | 32 | X | Target-Date 2035 |
| SRJZX | JPMorgan SmartRetirement® 2035 R2 | Owns companies we recommend for divestment | 24 | 24 | 44 | 32 | X | Target-Date 2035 |
| SRJPX | JPMorgan SmartRetirement® 2035 R3 | Owns companies we recommend for divestment | 24 | 24 | 44 | 32 | X | Target-Date 2035 |
| SRJQX | JPMorgan SmartRetirement® 2035 R4 | Owns companies we recommend for divestment | 24 | 24 | 44 | 32 | X | Target-Date 2035 |
| SRJIX | JPMorgan SmartRetirement® 2035 R5 | Owns companies we recommend for divestment | 24 | 24 | 44 | 32 | X | Target-Date 2035 |
| JFFPX | JPMorgan SmartRetirement® 2055 R3 | Owns companies we recommend for divestment | 24 | 24 | 44 | 32 | X | Target-Date 2055 |
| JFFIX | JPMorgan SmartRetirement® 2055 R5 | Owns companies we recommend for divestment | 24 | 24 | 44 | 32 | X | Target-Date 2055 |
| FCFWX | American Funds Retire Inc Port-Enh F1 | Owns companies we recommend for divestment | 24 | 23 | 38 | 26 | X | Moderate Allocation |
| NSFOX | Natixis Target Retirement 2065 N | Owns companies we recommend for divestment | 25 | 20 | 46 | 27 | V | Target-Date 2065+ |
| JHML | JHancock Multifactor Large Cap ETF | Owns companies we recommend for divestment | 25 | 25 | 39 | 31 | X | Large Blend |
| JNL/American Funds Growth Allocation A | Owns companies we recommend for divestment | 25 | 19 | 50 | 29 | X | Moderately Aggressive Allocation |
| JNL/American Funds Growth Allocation I | Owns companies we recommend for divestment | 25 | 19 | 50 | 29 | X | Moderately Aggressive Allocation |
| KCXIX | Knights of Columbus U.S. All Cap Idx I | Owns companies we recommend for divestment | 25 | 34 | 41 | 34 | X | Large Blend |
| NSFFX | Natixis Target Retirement 2030 N | Owns companies we recommend for divestment | 25 | 20 | 46 | 27 | V | Target-Date 2030 |
| NSFGX | Natixis Target Retirement 2035 N | Owns companies we recommend for divestment | 25 | 20 | 46 | 27 | V | Target-Date 2035 |
| NSFHX | Natixis Target Retirement 2040 N | Owns companies we recommend for divestment | 25 | 20 | 46 | 27 | V | Target-Date 2040 |
| NSFJX | Natixis Target Retirement 2045 N | Owns companies we recommend for divestment | 25 | 20 | 46 | 27 | V | Target-Date 2045 |
| NSFKX | Natixis Target Retirement 2050 N | Owns companies we recommend for divestment | 25 | 20 | 46 | 27 | V | Target-Date 2050 |
| NSFLX | Natixis Target Retirement 2055 N | Owns companies we recommend for divestment | 25 | 20 | 46 | 27 | V | Target-Date 2055 |
| NSFMX | Natixis Target Retirement 2060 N | Owns companies we recommend for divestment | 25 | 20 | 46 | 27 | V | Target-Date 2060 |
| SPDW | SPDR® Portfolio Developed Wld ex-US ETF | Owns companies we recommend for divestment | 25 | 9 | 57 | 12 | X | Foreign Large Blend |
| EAOR | iShares ESG Aware 60/40 Bal Allc ETF | Owns companies we recommend for divestment | 25 | 25 | 53 | 30 | V | Moderate Allocation |
| CBAAX | American Funds Moderate Gr & Inc 529-A | Owns companies we recommend for divestment | 26 | 21 | 48 | 30 | X | Moderate Allocation |
| CBPCX | American Funds Moderate Gr & Inc 529-C | Owns companies we recommend for divestment | 26 | 21 | 48 | 30 | X | Moderate Allocation |
| CBAEX | American Funds Moderate Gr & Inc 529-E | Owns companies we recommend for divestment | 26 | 21 | 48 | 30 | X | Moderate Allocation |
| CBAFX | American Funds Moderate Gr & Inc 529-F-1 | Owns companies we recommend for divestment | 26 | 21 | 48 | 30 | X | Moderate Allocation |
| FBBPX | American Funds Moderate Gr & Inc 529-F-2 | Owns companies we recommend for divestment | 26 | 21 | 48 | 30 | X | Moderate Allocation |
| FPPBX | American Funds Moderate Gr & Inc 529-F-3 | Owns companies we recommend for divestment | 26 | 21 | 48 | 30 | X | Moderate Allocation |
| BLPAX | American Funds Moderate Gr & Inc A | Owns companies we recommend for divestment | 26 | 21 | 48 | 30 | X | Moderate Allocation |
| CBAGX | American Funds Moderate Gr & Inc ABLE-A | Owns companies we recommend for divestment | 26 | 21 | 48 | 30 | X | Moderate Allocation |
| CBBGX | American Funds Moderate Gr & Inc ABLE-F2 | Owns companies we recommend for divestment | 26 | 21 | 48 | 30 | X | Moderate Allocation |
| BLPCX | American Funds Moderate Gr & Inc C | Owns companies we recommend for divestment | 26 | 21 | 48 | 30 | X | Moderate Allocation |
| BLPFX | American Funds Moderate Gr & Inc F-1 | Owns companies we recommend for divestment | 26 | 21 | 48 | 30 | X | Moderate Allocation |
| BLPEX | American Funds Moderate Gr & Inc F-2 | Owns companies we recommend for divestment | 26 | 21 | 48 | 30 | X | Moderate Allocation |
| EAOA | iShares ESG Aware 80/20 Agrsv Allc ETF | Owns companies we recommend for divestment | 25 | 25 | 53 | 30 | V | Moderately Aggressive Allocation |
| GENIX | Gotham Enhanced Return Institutional | Owns companies we recommend for divestment | 25 | 26 | 33 | 30 | X | Mid-Cap Blend |
| JFFYX | JPMorgan SmartRetirement® 2055 R6 | Owns companies we recommend for divestment | 24 | 24 | 44 | 32 | X | Target-Date 2055 |
| JSMPX | JPMorgan SmartRetirement® 2065 Class R3 | Owns companies we recommend for divestment | 24 | 24 | 44 | 33 | X | Target-Date 2065+ |
| JAKAX | JPMorgan SmartRetirement® 2060 A | Owns companies we recommend for divestment | 24 | 24 | 44 | 32 | X | Target-Date 2060 |
| JAKCX | JPMorgan SmartRetirement® 2060 C | Owns companies we recommend for divestment | 24 | 24 | 44 | 32 | X | Target-Date 2060 |
| JAKSX | JPMorgan SmartRetirement® 2060 I | Owns companies we recommend for divestment | 24 | 24 | 44 | 32 | X | Target-Date 2060 |
| JAKZX | JPMorgan SmartRetirement® 2060 R2 | Owns companies we recommend for divestment | 24 | 24 | 44 | 32 | X | Target-Date 2060 |
| JAKPX | JPMorgan SmartRetirement® 2060 R3 | Owns companies we recommend for divestment | 24 | 24 | 44 | 32 | X | Target-Date 2060 |
| JAKQX | JPMorgan SmartRetirement® 2060 R4 | Owns companies we recommend for divestment | 24 | 24 | 44 | 32 | X | Target-Date 2060 |
| JAKIX | JPMorgan SmartRetirement® 2060 R5 | Owns companies we recommend for divestment | 24 | 24 | 44 | 32 | X | Target-Date 2060 |
| JAKYX | JPMorgan SmartRetirement® 2060 R6 | Owns companies we recommend for divestment | 24 | 24 | 44 | 32 | X | Target-Date 2060 |
| JSMEX | JPMorgan SmartRetirement® 2065 Class A | Owns companies we recommend for divestment | 24 | 24 | 44 | 33 | X | Target-Date 2065+ |
| JSMHX | JPMorgan SmartRetirement® 2065 Class C | Owns companies we recommend for divestment | 24 | 24 | 44 | 33 | X | Target-Date 2065+ |
| JSMJX | JPMorgan SmartRetirement® 2065 Class I | Owns companies we recommend for divestment | 24 | 24 | 44 | 33 | X | Target-Date 2065+ |
| JSMKX | JPMorgan SmartRetirement® 2065 Class R2 | Owns companies we recommend for divestment | 24 | 24 | 44 | 33 | X | Target-Date 2065+ |
| JSMLX | JPMorgan SmartRetirement® 2065 Class R4 | Owns companies we recommend for divestment | 24 | 24 | 44 | 33 | X | Target-Date 2065+ |
| DFSI | Dimensional International Sstby Cr 1 ETF | Owns companies we recommend for divestment | 25 | 5 | 58 | 13 | V | Foreign Large Blend |
| JSMMX | JPMorgan SmartRetirement® 2065 Class R5 | Owns companies we recommend for divestment | 24 | 24 | 44 | 33 | X | Target-Date 2065+ |
| JSMOX | JPMorgan SmartRetirement® 2065 Class R6 | Owns companies we recommend for divestment | 24 | 24 | 44 | 33 | X | Target-Date 2065+ |
| MFUS | PIMCO RAFI Dyn Multi-Factor US Eq ETF | Owns companies we recommend for divestment | 24 | 26 | 32 | 29 | X | Large Value |
| CMEUX | Six Circles Mgd Eq Port US Uncons | Owns companies we recommend for divestment | 24 | 24 | 37 | 28 | X | Large Blend |
| ONEO | SPDR® Russell 1000 Momentum Focus ETF | Owns companies we recommend for divestment | 24 | 29 | 40 | 34 | X | Mid-Cap Blend |
| STXG | Strive 1000 Growth ETF | Owns companies we recommend for divestment | 24 | 14 | 32 | 27 | X | Large Growth |
| VTCLX | Vanguard Tax-Managed Capital App Adm | Owns companies we recommend for divestment | 24 | 26 | 39 | 31 | X | Large Blend |
| VTCIX | Vanguard Tax-Managed Capital App I | Owns companies we recommend for divestment | 24 | 26 | 39 | 31 | X | Large Blend |
| DTD | WisdomTree US Total Dividend ETF | Owns companies we recommend for divestment | 24 | 24 | 29 | 29 | X | Large Value |
| DSMFX | Destinations Small-Mid Cap Equity I | Owns companies we recommend for divestment | 25 | 25 | 25 | 29 | X | Small Blend |
| DSMZX | Destinations Small-Mid Cap Equity Z | Owns companies we recommend for divestment | 25 | 25 | 25 | 29 | X | Small Blend |
| DGLIX | DFA Global Small Company Institutional | Owns companies we recommend for divestment | 25 | 16 | 44 | 16 | X | Global Small/Mid Stock |
| FGFWX | American Funds Retire Inc Port-Enh F2 | Owns companies we recommend for divestment | 24 | 23 | 38 | 26 | X | Moderate Allocation |
| NDCRX | American Funds Retire Inc Port-Enh C | Owns companies we recommend for divestment | 24 | 23 | 38 | 26 | X | Moderate Allocation |
| RURPX | American Funds Retire Inc Port-Mod R6 | Owns companies we recommend for divestment | 23 | 21 | 36 | 25 | X | Moderate Allocation |
| LFITX | MFS Lifetime 2055 R3 | Owns companies we recommend for divestment | 23 | 17 | 29 | 25 | X | Target-Date 2055 |
| MFFMX | MFS Lifetime 2050 R1 | Owns companies we recommend for divestment | 23 | 17 | 29 | 25 | X | Target-Date 2050 |
| MFFNX | MFS Lifetime 2050 R2 | Owns companies we recommend for divestment | 23 | 17 | 29 | 25 | X | Target-Date 2050 |
| MFFOX | MFS Lifetime 2050 R3 | Owns companies we recommend for divestment | 23 | 17 | 29 | 25 | X | Target-Date 2050 |
| MFFPX | MFS Lifetime 2050 R4 | Owns companies we recommend for divestment | 23 | 17 | 29 | 25 | X | Target-Date 2050 |
| MFFKX | MFS Lifetime 2050 R6 | Owns companies we recommend for divestment | 23 | 17 | 29 | 25 | X | Target-Date 2050 |
| LFIAX | MFS Lifetime 2055 A | Owns companies we recommend for divestment | 23 | 17 | 29 | 25 | X | Target-Date 2055 |
| LFIBX | MFS Lifetime 2055 B | Owns companies we recommend for divestment | 23 | 17 | 29 | 25 | X | Target-Date 2055 |
| LFICX | MFS Lifetime 2055 C | Owns companies we recommend for divestment | 23 | 17 | 29 | 25 | X | Target-Date 2055 |
| LFIIX | MFS Lifetime 2055 I | Owns companies we recommend for divestment | 23 | 17 | 29 | 25 | X | Target-Date 2055 |
| LFIRX | MFS Lifetime 2055 R1 | Owns companies we recommend for divestment | 23 | 17 | 29 | 25 | X | Target-Date 2055 |
| LFISX | MFS Lifetime 2055 R2 | Owns companies we recommend for divestment | 23 | 17 | 29 | 25 | X | Target-Date 2055 |
| LFIUX | MFS Lifetime 2055 R4 | Owns companies we recommend for divestment | 23 | 17 | 29 | 25 | X | Target-Date 2055 |
| MFFDX | MFS Lifetime 2050 C | Owns companies we recommend for divestment | 23 | 17 | 29 | 25 | X | Target-Date 2050 |
| LFIKX | MFS Lifetime 2055 R6 | Owns companies we recommend for divestment | 23 | 17 | 29 | 25 | X | Target-Date 2055 |
| MFJAX | MFS Lifetime 2060 A | Owns companies we recommend for divestment | 23 | 17 | 29 | 25 | X | Target-Date 2060 |
| MFJBX | MFS Lifetime 2060 B | Owns companies we recommend for divestment | 23 | 17 | 29 | 25 | X | Target-Date 2060 |
| MFJCX | MFS Lifetime 2060 C | Owns companies we recommend for divestment | 23 | 17 | 29 | 25 | X | Target-Date 2060 |
| MFJIX | MFS Lifetime 2060 I | Owns companies we recommend for divestment | 23 | 17 | 29 | 25 | X | Target-Date 2060 |
| MFJEX | MFS Lifetime 2060 R1 | Owns companies we recommend for divestment | 23 | 17 | 29 | 25 | X | Target-Date 2060 |
| MFJGX | MFS Lifetime 2060 R2 | Owns companies we recommend for divestment | 23 | 17 | 29 | 25 | X | Target-Date 2060 |
| MFJTX | MFS Lifetime 2060 R3 | Owns companies we recommend for divestment | 23 | 17 | 29 | 25 | X | Target-Date 2060 |
| MFJUX | MFS Lifetime 2060 R4 | Owns companies we recommend for divestment | 23 | 17 | 29 | 25 | X | Target-Date 2060 |
| MFJKX | MFS Lifetime 2060 R6 | Owns companies we recommend for divestment | 23 | 17 | 29 | 25 | X | Target-Date 2060 |
| LFTFX | MFS Lifetime 2065 A | Owns companies we recommend for divestment | 23 | 17 | 29 | 25 | X | Target-Date 2065+ |
| LFTGX | MFS Lifetime 2065 C | Owns companies we recommend for divestment | 23 | 17 | 29 | 25 | X | Target-Date 2065+ |
| MFFIX | MFS Lifetime 2050 I | Owns companies we recommend for divestment | 23 | 17 | 29 | 25 | X | Target-Date 2050 |
| MFFRX | MFS Lifetime 2050 B | Owns companies we recommend for divestment | 23 | 17 | 29 | 25 | X | Target-Date 2050 |
| LFTJX | MFS Lifetime 2065 R1 | Owns companies we recommend for divestment | 23 | 17 | 29 | 25 | X | Target-Date 2065+ |
| MLFEX | MFS Lifetime 2040 R1 | Owns companies we recommend for divestment | 23 | 17 | 29 | 25 | X | Target-Date 2040 |
| AVSD | Avantis Responsible International Eq ETF | Owns companies we recommend for divestment | 23 | 6 | 48 | 10 | V | Foreign Large Blend |
| FLCOX | Fidelity Large Cap Value Index | Owns companies we recommend for divestment | 23 | 23 | 31 | 28 | X | Large Value |
| FIOOX | Fidelity Series Large Cap Value Index | Owns companies we recommend for divestment | 23 | 23 | 31 | 28 | X | Large Value |
| GVUS | Goldman Sachs MktBt Russell LgCpValEqETF | Owns companies we recommend for divestment | 23 | 23 | 31 | 28 | X | Large Value |
| GVIYX | GuideStone Funds Value Equity Idx Instl | Owns companies we recommend for divestment | 23 | 23 | 30 | 28 | X | Large Value |
| GVIZX | GuideStone Funds Value Equity Index Inv | Owns companies we recommend for divestment | 23 | 23 | 30 | 28 | X | Large Value |
| IWD | iShares Russell 1000 Value ETF | Owns companies we recommend for divestment | 23 | 23 | 31 | 28 | X | Large Value |
| MLFAX | MFS Lifetime 2040 A | Owns companies we recommend for divestment | 23 | 17 | 29 | 25 | X | Target-Date 2040 |
| MLFBX | MFS Lifetime 2040 B | Owns companies we recommend for divestment | 23 | 17 | 29 | 25 | X | Target-Date 2040 |
| MLFCX | MFS Lifetime 2040 C | Owns companies we recommend for divestment | 23 | 17 | 29 | 25 | X | Target-Date 2040 |
| MLFIX | MFS Lifetime 2040 I | Owns companies we recommend for divestment | 23 | 17 | 29 | 25 | X | Target-Date 2040 |
| MLFGX | MFS Lifetime 2040 R2 | Owns companies we recommend for divestment | 23 | 17 | 29 | 25 | X | Target-Date 2040 |
| MFFSX | MFS Lifetime 2050 A | Owns companies we recommend for divestment | 23 | 17 | 29 | 25 | X | Target-Date 2050 |
| MLFHX | MFS Lifetime 2040 R3 | Owns companies we recommend for divestment | 23 | 17 | 29 | 25 | X | Target-Date 2040 |
| MLFJX | MFS Lifetime 2040 R4 | Owns companies we recommend for divestment | 23 | 17 | 29 | 25 | X | Target-Date 2040 |
| MLFKX | MFS Lifetime 2040 R6 | Owns companies we recommend for divestment | 23 | 17 | 29 | 25 | X | Target-Date 2040 |
| LTMAX | MFS Lifetime 2045 A | Owns companies we recommend for divestment | 23 | 17 | 29 | 25 | X | Target-Date 2045 |
| LTMBX | MFS Lifetime 2045 B | Owns companies we recommend for divestment | 23 | 17 | 29 | 25 | X | Target-Date 2045 |
| LTMDX | MFS Lifetime 2045 C | Owns companies we recommend for divestment | 23 | 17 | 29 | 25 | X | Target-Date 2045 |
| LTMKX | MFS Lifetime 2045 I | Owns companies we recommend for divestment | 23 | 17 | 29 | 25 | X | Target-Date 2045 |
| LTMRX | MFS Lifetime 2045 R1 | Owns companies we recommend for divestment | 23 | 17 | 29 | 25 | X | Target-Date 2045 |
| LTMSX | MFS Lifetime 2045 R2 | Owns companies we recommend for divestment | 23 | 17 | 29 | 25 | X | Target-Date 2045 |
| LTMTX | MFS Lifetime 2045 R3 | Owns companies we recommend for divestment | 23 | 17 | 29 | 25 | X | Target-Date 2045 |
| LTMUX | MFS Lifetime 2045 R4 | Owns companies we recommend for divestment | 23 | 17 | 29 | 25 | X | Target-Date 2045 |
| LTMLX | MFS Lifetime 2045 R6 | Owns companies we recommend for divestment | 23 | 17 | 29 | 25 | X | Target-Date 2045 |
| LFTHX | MFS Lifetime 2065 I | Owns companies we recommend for divestment | 23 | 17 | 29 | 25 | X | Target-Date 2065+ |
| LFTKX | MFS Lifetime 2065 R2 | Owns companies we recommend for divestment | 23 | 17 | 29 | 25 | X | Target-Date 2065+ |
| NDARX | American Funds Retire Inc Port-Enh A | Owns companies we recommend for divestment | 24 | 23 | 38 | 26 | X | Moderate Allocation |
| PGGAX | American Funds Global Growth Port A | Owns companies we recommend for divestment | 24 | 22 | 46 | 28 | X | Global Large-Stock Growth |
| VSGX | Vanguard ESG International Stock ETF | Owns companies we recommend for divestment | 23 | 7 | 50 | 5 | V | Foreign Large Blend |
| VONV | Vanguard Russell 1000 Value ETF | Owns companies we recommend for divestment | 23 | 23 | 31 | 28 | X | Large Value |
| VRVIX | Vanguard Russell 1000 Value Index I | Owns companies we recommend for divestment | 23 | 23 | 31 | 28 | X | Large Value |
| DEUS | Xtrackers Russell US Multifactor ETF | Owns companies we recommend for divestment | 23 | 28 | 38 | 33 | X | Mid-Cap Blend |
| FGGPX | American Funds Global Growth 529-F-2 | Owns companies we recommend for divestment | 24 | 22 | 46 | 28 | X | Global Large-Stock Growth |
| FGPPX | American Funds Global Growth 529-F-3 | Owns companies we recommend for divestment | 24 | 22 | 46 | 28 | X | Global Large-Stock Growth |
| CGHGX | American Funds Global Growth ABLE-F-2 | Owns companies we recommend for divestment | 24 | 22 | 46 | 28 | X | Global Large-Stock Growth |
| CPGAX | American Funds Global Growth Port 529A | Owns companies we recommend for divestment | 24 | 22 | 46 | 28 | X | Global Large-Stock Growth |
| CPGCX | American Funds Global Growth Port 529C | Owns companies we recommend for divestment | 24 | 22 | 46 | 28 | X | Global Large-Stock Growth |
| CGGEX | American Funds Global Growth Port 529E | Owns companies we recommend for divestment | 24 | 22 | 46 | 28 | X | Global Large-Stock Growth |
| CGGFX | American Funds Global Growth Port 529F1 | Owns companies we recommend for divestment | 24 | 22 | 46 | 28 | X | Global Large-Stock Growth |
| CGGGX | American Funds Global Growth Port ABLE-A | Owns companies we recommend for divestment | 24 | 22 | 46 | 28 | X | Global Large-Stock Growth |
| IMGRX | Transamerica Asset Allocation Mod Gr R | Owns companies we recommend for divestment | 23 | 19 | 44 | 30 | X | Moderate Allocation |
| GGPCX | American Funds Global Growth Port C | Owns companies we recommend for divestment | 24 | 22 | 46 | 28 | X | Global Large-Stock Growth |
| PGGFX | American Funds Global Growth Port F1 | Owns companies we recommend for divestment | 24 | 22 | 46 | 28 | X | Global Large-Stock Growth |
| PGWFX | American Funds Global Growth Port F2 | Owns companies we recommend for divestment | 24 | 22 | 46 | 28 | X | Global Large-Stock Growth |
| PGXFX | American Funds Global Growth Port F3 | Owns companies we recommend for divestment | 24 | 22 | 46 | 28 | X | Global Large-Stock Growth |
| RGGAX | American Funds Global Growth Port R1 | Owns companies we recommend for divestment | 24 | 22 | 46 | 28 | X | Global Large-Stock Growth |
| RGGBX | American Funds Global Growth Port R2 | Owns companies we recommend for divestment | 24 | 22 | 46 | 28 | X | Global Large-Stock Growth |
| REBGX | American Funds Global Growth Port R2E | Owns companies we recommend for divestment | 24 | 22 | 46 | 28 | X | Global Large-Stock Growth |
| RGLCX | American Funds Global Growth Port R3 | Owns companies we recommend for divestment | 24 | 22 | 46 | 28 | X | Global Large-Stock Growth |
| RGGEX | American Funds Global Growth Port R4 | Owns companies we recommend for divestment | 24 | 22 | 46 | 28 | X | Global Large-Stock Growth |
| RGGFX | American Funds Global Growth Port R5 | Owns companies we recommend for divestment | 24 | 22 | 46 | 28 | X | Global Large-Stock Growth |
| RGTFX | American Funds Global Growth Port R5E | Owns companies we recommend for divestment | 24 | 22 | 46 | 28 | X | Global Large-Stock Growth |
| RGGGX | American Funds Global Growth Port R6 | Owns companies we recommend for divestment | 24 | 22 | 46 | 28 | X | Global Large-Stock Growth |
| TAALX | Transamerica Asset Allocation Mod Gr R3 | Owns companies we recommend for divestment | 23 | 19 | 44 | 30 | X | Moderate Allocation |
| TMGIX | Transamerica Asset Allocation Mod Gr I | Owns companies we recommend for divestment | 23 | 19 | 44 | 30 | X | Moderate Allocation |
| LFTLX | MFS Lifetime 2065 R3 | Owns companies we recommend for divestment | 23 | 17 | 29 | 25 | X | Target-Date 2065+ |
| RTDRX | Russell Inv Multifactor US Equity R6 | Owns companies we recommend for divestment | 23 | 24 | 36 | 29 | X | Large Blend |
| LFTMX | MFS Lifetime 2065 R4 | Owns companies we recommend for divestment | 23 | 17 | 29 | 25 | X | Target-Date 2065+ |
| LFTNX | MFS Lifetime 2065 R6 | Owns companies we recommend for divestment | 23 | 17 | 29 | 25 | X | Target-Date 2065+ |
| THCVX | Nuveen Large Cap Value Idx I | Owns companies we recommend for divestment | 23 | 23 | 31 | 28 | X | Large Value |
| TILVX | Nuveen Large Cap Value Idx R6 | Owns companies we recommend for divestment | 23 | 23 | 31 | 28 | X | Large Value |
| TRCVX | Nuveen Large Cap Value Idx Retire | Owns companies we recommend for divestment | 23 | 23 | 31 | 28 | X | Large Value |
| PLVIX | Principal Large Cap Value III Inst | Owns companies we recommend for divestment | 23 | 25 | 33 | 30 | X | Large Value |
| PLVJX | Principal Large Cap Value III J | Owns companies we recommend for divestment | 23 | 25 | 33 | 30 | X | Large Value |
| PPSFX | Principal Large Cap Value III R3 | Owns companies we recommend for divestment | 23 | 25 | 33 | 30 | X | Large Value |
| PPSRX | Principal Large Cap Value III R5 | Owns companies we recommend for divestment | 23 | 25 | 33 | 30 | X | Large Value |
| RTDAX | Russell Inv Multifactor US Equity A | Owns companies we recommend for divestment | 23 | 24 | 36 | 29 | X | Large Blend |
| RTDCX | Russell Inv Multifactor US Equity C | Owns companies we recommend for divestment | 23 | 24 | 36 | 29 | X | Large Blend |
| RTDTX | Russell Inv Multifactor US Equity M | Owns companies we recommend for divestment | 23 | 24 | 36 | 29 | X | Large Blend |
| RTDSX | Russell Inv Multifactor US Equity S | Owns companies we recommend for divestment | 23 | 24 | 36 | 29 | X | Large Blend |
| IMLLX | Transamerica Asset Allocation Mod Gr C | Owns companies we recommend for divestment | 23 | 19 | 44 | 30 | X | Moderate Allocation |
| RTDYX | Russell Inv Multifactor US Equity Y | Owns companies we recommend for divestment | 23 | 24 | 36 | 29 | X | Large Blend |
| SFILX | Schwab Fundamental Intl Sm Eq Idx | Owns companies we recommend for divestment | 23 | 3 | 37 | 1 | X | Foreign Small/Mid Value |
| FNDX | Schwab Fundamental U.S. Large CompanyETF | Owns companies we recommend for divestment | 23 | 25 | 36 | 32 | X | Large Value |
| SFLNX | Schwab Fundamental US Large Company Idx | Owns companies we recommend for divestment | 23 | 26 | 38 | 32 | X | Large Value |
| SWLVX | Schwab ® US Large-Cap Value Index | Owns companies we recommend for divestment | 23 | 23 | 31 | 28 | X | Large Value |
| STXV | Strive 1000 Value ETF | Owns companies we recommend for divestment | 23 | 21 | 29 | 24 | X | Large Value |
| IAAAX | Transamerica Asset Allocation Growth A | Owns companies we recommend for divestment | 23 | 19 | 44 | 30 | X | Aggressive Allocation |
| IAALX | Transamerica Asset Allocation Growth C | Owns companies we recommend for divestment | 23 | 19 | 44 | 30 | X | Aggressive Allocation |
| TAGIX | Transamerica Asset Allocation Growth I | Owns companies we recommend for divestment | 23 | 19 | 44 | 30 | X | Aggressive Allocation |
| IGWRX | Transamerica Asset Allocation Growth R | Owns companies we recommend for divestment | 23 | 19 | 44 | 30 | X | Aggressive Allocation |
| TAAKX | Transamerica Asset Allocation Growth R3 | Owns companies we recommend for divestment | 23 | 19 | 44 | 30 | X | Aggressive Allocation |
| IMLAX | Transamerica Asset Allocation Mod Gr A | Owns companies we recommend for divestment | 23 | 19 | 44 | 30 | X | Moderate Allocation |
| VADDX | Invesco Equally-Wtd S&P 500 Y | Owns companies we recommend for divestment | 20 | 22 | 34 | 24 | X | Large Blend |
| VADRX | Invesco Equally-Wtd S&P 500 R | Owns companies we recommend for divestment | 20 | 22 | 34 | 24 | X | Large Blend |
| PIIQX | Principal International Equity Index R5 | Owns companies we recommend for divestment | 12 | 6 | 26 | 10 | X | Foreign Large Blend |
| HCKTX | Hartford Checks and Balances R5 | Owns companies we recommend for divestment | 14 | 17 | 26 | 18 | X | Moderate Allocation |
| ERBIX | Eaton Vance RBA Equity Strategy Fd Cl I | Owns companies we recommend for divestment | 14 | 10 | 29 | 16 | X | Global Large-Stock Blend |
| FLAPX | Fidelity Flex Mid Cap Index | Owns companies we recommend for divestment | 14 | 15 | 13 | 20 | X | Mid-Cap Blend |
| FSMDX | Fidelity Mid Cap Index | Owns companies we recommend for divestment | 14 | 15 | 13 | 20 | X | Mid-Cap Blend |
| FSDAX | Fidelity Select Defense & Aerospace | Owns companies we recommend for divestment | 14 | 1 | 12 | 10 | X | Industrials |
| FZIPX | Fidelity ZERO Extended Market Index | Owns companies we recommend for divestment | 14 | 15 | 18 | 18 | X | Small Blend |
| HCKAX | Hartford Checks and Balances A | Owns companies we recommend for divestment | 14 | 17 | 26 | 18 | X | Moderate Allocation |
| HCKCX | Hartford Checks and Balances C | Owns companies we recommend for divestment | 14 | 17 | 26 | 18 | X | Moderate Allocation |
| HCKFX | Hartford Checks and Balances F | Owns companies we recommend for divestment | 14 | 17 | 26 | 18 | X | Moderate Allocation |
| HCKIX | Hartford Checks and Balances I | Owns companies we recommend for divestment | 14 | 17 | 26 | 18 | X | Moderate Allocation |
| HCKRX | Hartford Checks and Balances R3 | Owns companies we recommend for divestment | 14 | 17 | 26 | 18 | X | Moderate Allocation |
| HCKSX | Hartford Checks and Balances R4 | Owns companies we recommend for divestment | 14 | 17 | 26 | 18 | X | Moderate Allocation |
| RODM | Hartford Multifactor Dev Mkts (exUS) ETF | Owns companies we recommend for divestment | 14 | 2 | 24 | 5 | X | Foreign Large Value |
| ERBAX | Eaton Vance RBA Equity Strategy Fd Cl A | Owns companies we recommend for divestment | 14 | 10 | 29 | 16 | X | Global Large-Stock Blend |
| OMFL | Invesco Russell 1000® Dynamic Mltfct ETF | Owns companies we recommend for divestment | 14 | 15 | 24 | 18 | X | Large Blend |
| HAWX | iShares Currency Hdgd MSCI ACWI exUS ETF | Owns companies we recommend for divestment | 14 | 8 | 35 | 11 | X | Foreign Large Blend |
| ACWX | iShares MSCI ACWI ex US ETF | Owns companies we recommend for divestment | 14 | 8 | 35 | 11 | X | Foreign Large Blend |
| BDOIX | iShares MSCI Total Intl Idx Instl | Owns companies we recommend for divestment | 14 | 8 | 37 | 11 | X | Foreign Large Blend |
| BDOAX | iShares MSCI Total Intl Idx Inv A | Owns companies we recommend for divestment | 14 | 8 | 37 | 11 | X | Foreign Large Blend |
| BDOKX | iShares MSCI Total Intl Idx K | Owns companies we recommend for divestment | 14 | 8 | 37 | 11 | X | Foreign Large Blend |
| IWR | iShares Russell Mid-Cap ETF | Owns companies we recommend for divestment | 14 | 15 | 13 | 20 | X | Mid-Cap Blend |
| BRMIX | iShares Russell Mid-Cap Index Instl | Owns companies we recommend for divestment | 14 | 15 | 13 | 20 | X | Mid-Cap Blend |
| BRMAX | iShares Russell Mid-Cap Index Inv A | Owns companies we recommend for divestment | 14 | 15 | 13 | 20 | X | Mid-Cap Blend |
| BRMKX | iShares Russell Mid-Cap Index K | Owns companies we recommend for divestment | 14 | 15 | 13 | 20 | X | Mid-Cap Blend |
| IYJ | iShares US Industrials ETF | Owns companies we recommend for divestment | 14 | 3 | 14 | 12 | X | Industrials |
| JHancock International Stra Eq Allc NAV | Owns companies we recommend for divestment | 14 | 7 | 39 | 11 | X | Foreign Large Blend |
| ERBCX | Eaton Vance RBA Equity Strategy Fd Cl C | Owns companies we recommend for divestment | 14 | 10 | 29 | 16 | X | Global Large-Stock Blend |
| DFIS | Dimensional International Small Cap ETF | Owns companies we recommend for divestment | 14 | 3 | 25 | 1 | X | Foreign Small/Mid Blend |
| JNL/T. Rowe Price Balanced I | Owns companies we recommend for divestment | 14 | 10 | 29 | 16 | X | Moderate Allocation |
| BALCX | American Funds American Balanced C | Owns companies we recommend for divestment | 14 | 10 | 23 | 16 | X | Moderate Allocation |
| PCUZX | T. Rowe Price U.S. Equity Research Z | Owns companies we recommend for divestment | 13 | 12 | 24 | 16 | X | Large Blend |
| USGRX | Victory Growth & Income | Owns companies we recommend for divestment | 13 | 23 | 29 | 20 | X | Large Blend |
| UIGIX | Victory Growth & Income Institutional | Owns companies we recommend for divestment | 13 | 23 | 29 | 20 | X | Large Blend |
| ACVF | American Conservative Values ETF | Owns companies we recommend for divestment | 14 | 15 | 22 | 14 | X | Large Blend |
| FBAFX | American Funds American Balanced 529-F-2 | Owns companies we recommend for divestment | 14 | 10 | 23 | 16 | X | Moderate Allocation |
| FBONX | American Funds American Balanced 529-F-3 | Owns companies we recommend for divestment | 14 | 10 | 23 | 16 | X | Moderate Allocation |
| CLBAX | American Funds American Balanced 529A | Owns companies we recommend for divestment | 14 | 10 | 23 | 16 | X | Moderate Allocation |
| CLBCX | American Funds American Balanced 529C | Owns companies we recommend for divestment | 14 | 10 | 23 | 16 | X | Moderate Allocation |
| CLBEX | American Funds American Balanced 529E | Owns companies we recommend for divestment | 14 | 10 | 23 | 16 | X | Moderate Allocation |
| CLBFX | American Funds American Balanced 529F | Owns companies we recommend for divestment | 14 | 10 | 23 | 16 | X | Moderate Allocation |
| ABALX | American Funds American Balanced A | Owns companies we recommend for divestment | 14 | 10 | 23 | 16 | X | Moderate Allocation |
| BALFX | American Funds American Balanced F1 | Owns companies we recommend for divestment | 14 | 10 | 23 | 16 | X | Moderate Allocation |
| DIHP | Dimensional International High Pbly ETF | Owns companies we recommend for divestment | 14 | 2 | 32 | 5 | X | Foreign Large Blend |
| AMBFX | American Funds American Balanced F2 | Owns companies we recommend for divestment | 14 | 10 | 23 | 16 | X | Moderate Allocation |
| AFMBX | American Funds American Balanced F3 | Owns companies we recommend for divestment | 14 | 10 | 23 | 16 | X | Moderate Allocation |
| RLBAX | American Funds American Balanced R1 | Owns companies we recommend for divestment | 14 | 10 | 23 | 16 | X | Moderate Allocation |
| RLBBX | American Funds American Balanced R2 | Owns companies we recommend for divestment | 14 | 10 | 23 | 16 | X | Moderate Allocation |
| RAMHX | American Funds American Balanced R2E | Owns companies we recommend for divestment | 14 | 10 | 23 | 16 | X | Moderate Allocation |
| RLBCX | American Funds American Balanced R3 | Owns companies we recommend for divestment | 14 | 10 | 23 | 16 | X | Moderate Allocation |
| RLBEX | American Funds American Balanced R4 | Owns companies we recommend for divestment | 14 | 10 | 23 | 16 | X | Moderate Allocation |
| RLBFX | American Funds American Balanced R5 | Owns companies we recommend for divestment | 14 | 10 | 23 | 16 | X | Moderate Allocation |
| RLEFX | American Funds American Balanced R5E | Owns companies we recommend for divestment | 14 | 10 | 23 | 16 | X | Moderate Allocation |
| RLBGX | American Funds American Balanced R6 | Owns companies we recommend for divestment | 14 | 10 | 23 | 16 | X | Moderate Allocation |
| VSLU | Applied Finance Valuation LgCp ETF | Owns companies we recommend for divestment | 14 | 15 | 24 | 18 | X | Large Blend |
| BBIEX | Bridge Builder International Equity | Owns companies we recommend for divestment | 14 | 7 | 29 | 10 | X | Foreign Large Blend |
| JNL/T. Rowe Price Balanced A | Owns companies we recommend for divestment | 14 | 10 | 29 | 16 | X | Moderate Allocation |
| JVAL | JPMorgan US Value Factor ETF | Owns companies we recommend for divestment | 14 | 16 | 20 | 20 | X | Large Value |
| PCCOX | T. Rowe Price U.S. Equity Research I | Owns companies we recommend for divestment | 13 | 12 | 24 | 16 | X | Large Blend |
| FCWGX | American Funds Capital World Gr&Inc529F2 | Owns companies we recommend for divestment | 15 | 12 | 25 | 16 | X | Global Large-Stock Blend |
| CWGFX | American Funds Capital World Gr&Inc F1 | Owns companies we recommend for divestment | 15 | 12 | 25 | 16 | X | Global Large-Stock Blend |
| WGIFX | American Funds Capital World Gr&Inc F2 | Owns companies we recommend for divestment | 15 | 12 | 25 | 16 | X | Global Large-Stock Blend |
| FWGIX | American Funds Capital World Gr&Inc F3 | Owns companies we recommend for divestment | 15 | 12 | 25 | 16 | X | Global Large-Stock Blend |
| RWIAX | American Funds Capital World Gr&Inc R1 | Owns companies we recommend for divestment | 15 | 12 | 25 | 16 | X | Global Large-Stock Blend |
| RWIBX | American Funds Capital World Gr&Inc R2 | Owns companies we recommend for divestment | 15 | 12 | 25 | 16 | X | Global Large-Stock Blend |
| RWBEX | American Funds Capital World Gr&Inc R2E | Owns companies we recommend for divestment | 15 | 12 | 25 | 16 | X | Global Large-Stock Blend |
| RWICX | American Funds Capital World Gr&Inc R3 | Owns companies we recommend for divestment | 15 | 12 | 25 | 16 | X | Global Large-Stock Blend |
| RWIEX | American Funds Capital World Gr&Inc R4 | Owns companies we recommend for divestment | 15 | 12 | 25 | 16 | X | Global Large-Stock Blend |
| RWIFX | American Funds Capital World Gr&Inc R5 | Owns companies we recommend for divestment | 15 | 12 | 25 | 16 | X | Global Large-Stock Blend |
| RWIHX | American Funds Capital World Gr&Inc R5E | Owns companies we recommend for divestment | 15 | 12 | 25 | 16 | X | Global Large-Stock Blend |
| RWIGX | American Funds Capital World Gr&Inc R6 | Owns companies we recommend for divestment | 15 | 12 | 25 | 16 | X | Global Large-Stock Blend |
| FWCGX | American Funds Capital World Gr&Inc529F3 | Owns companies we recommend for divestment | 15 | 12 | 25 | 16 | X | Global Large-Stock Blend |
| CWGIX | American Funds Capital World Gr&Inc A | Owns companies we recommend for divestment | 15 | 12 | 25 | 16 | X | Global Large-Stock Blend |
| FWMMX | American Funds Washington Mutual 529-F-2 | Owns companies we recommend for divestment | 15 | 13 | 25 | 18 | X | Large Blend |
| FWWMX | American Funds Washington Mutual 529-F-3 | Owns companies we recommend for divestment | 15 | 13 | 25 | 18 | X | Large Blend |
| CWMAX | American Funds Washington Mutual 529A | Owns companies we recommend for divestment | 15 | 13 | 25 | 18 | X | Large Blend |
| CWMCX | American Funds Washington Mutual 529C | Owns companies we recommend for divestment | 15 | 13 | 25 | 18 | X | Large Blend |
| CWMEX | American Funds Washington Mutual 529E | Owns companies we recommend for divestment | 15 | 13 | 25 | 18 | X | Large Blend |
| CWMFX | American Funds Washington Mutual 529F1 | Owns companies we recommend for divestment | 15 | 13 | 25 | 18 | X | Large Blend |
| AWSHX | American Funds Washington Mutual A | Owns companies we recommend for divestment | 15 | 13 | 25 | 18 | X | Large Blend |
| WSHCX | American Funds Washington Mutual C | Owns companies we recommend for divestment | 15 | 13 | 25 | 18 | X | Large Blend |
| WSHFX | American Funds Washington Mutual F1 | Owns companies we recommend for divestment | 15 | 13 | 25 | 18 | X | Large Blend |
| WMFFX | American Funds Washington Mutual F2 | Owns companies we recommend for divestment | 15 | 13 | 25 | 18 | X | Large Blend |
| FWMIX | American Funds Washington Mutual F3 | Owns companies we recommend for divestment | 15 | 13 | 25 | 18 | X | Large Blend |
| RWMAX | American Funds Washington Mutual R1 | Owns companies we recommend for divestment | 15 | 13 | 25 | 18 | X | Large Blend |
| CWGCX | American Funds Capital World Gr&Inc C | Owns companies we recommend for divestment | 15 | 12 | 25 | 16 | X | Global Large-Stock Blend |
| CWIFX | American Funds Capital World Gr&Inc 529F | Owns companies we recommend for divestment | 15 | 12 | 25 | 16 | X | Global Large-Stock Blend |
| CMIEX | Multi-Manager Intl Eq Strats Instl | Owns companies we recommend for divestment | 14 | 4 | 22 | 8 | X | Foreign Large Blend |
| VSMAX | Vanguard Small Cap Index Admiral Shares | Owns companies we recommend for divestment | 14 | 12 | 13 | 18 | X | Small Blend |
| OWSMX | Old Westbury Small & Mid Cap Strategies | Owns companies we recommend for divestment | 14 | 6 | 19 | 6 | X | Global Small/Mid Stock |
| SWMCX | Schwab ® US Mid-Cap Index | Owns companies we recommend for divestment | 14 | 15 | 13 | 20 | X | Mid-Cap Blend |
| CAVAX | SEI Catholic Values Equity F (SCVT) | Owns companies we recommend for divestment | 14 | 27 | 35 | 25 | X | Large Blend |
| CAVYX | SEI Catholic Values Equity Y (SCVT) | Owns companies we recommend for divestment | 14 | 27 | 35 | 25 | X | Large Blend |
| SVTAX | SEI Global Managed Volatility F (SIMT) | Owns companies we recommend for divestment | 14 | 19 | 26 | 16 | X | Global Large-Stock Value |
| SGMIX | SEI Global Managed Volatility I (SIMT) | Owns companies we recommend for divestment | 14 | 19 | 26 | 16 | X | Global Large-Stock Value |
| SGLYX | SEI Global Managed Volatility Y (SIMT) | Owns companies we recommend for divestment | 14 | 19 | 26 | 16 | X | Global Large-Stock Value |
| KOMP | SPDR® S&P Kensho New Economies Comps ETF | Owns companies we recommend for divestment | 14 | 5 | 26 | 19 | X | Mid-Cap Growth |
| PEXMX | T. Rowe Price Extended Equity Market Idx | Owns companies we recommend for divestment | 14 | 13 | 15 | 19 | X | Mid-Cap Blend |
| TSPA | T. Rowe Price US Equity Research ETF | Owns companies we recommend for divestment | 14 | 12 | 26 | 17 | X | Large Blend |
| AALGX | Thrivent Global Stock A | Owns companies we recommend for divestment | 14 | 14 | 37 | 21 | X | Global Large-Stock Blend |
| IILGX | Thrivent Global Stock S | Owns companies we recommend for divestment | 14 | 14 | 37 | 21 | X | Global Large-Stock Blend |
| VSCIX | Vanguard Small Cap Index I | Owns companies we recommend for divestment | 14 | 12 | 13 | 18 | X | Small Blend |
| CWIEX | American Funds Capital World Gr&Inc 529E | Owns companies we recommend for divestment | 15 | 12 | 25 | 16 | X | Global Large-Stock Blend |
| VSCPX | Vanguard Small Cap Index InstlPlus | Owns companies we recommend for divestment | 14 | 12 | 13 | 18 | X | Small Blend |
| NAESX | Vanguard Small Cap Index Inv | Owns companies we recommend for divestment | 14 | 12 | 13 | 18 | X | Small Blend |
| VB | Vanguard Small-Cap ETF | Owns companies we recommend for divestment | 14 | 12 | 13 | 18 | X | Small Blend |
| VFMFX | Vanguard US Multifactor Admiral™ | Owns companies we recommend for divestment | 14 | 17 | 21 | 15 | X | Mid-Cap Value |
| VFMF | Vanguard US Multifactor ETF | Owns companies we recommend for divestment | 14 | 15 | 21 | 16 | X | Mid-Cap Value |
| IRMAX | Voya Russell Mid Cap Index Port A | Owns companies we recommend for divestment | 14 | 15 | 13 | 20 | X | Mid-Cap Blend |
| IIRMX | Voya Russell Mid Cap Index Port I | Owns companies we recommend for divestment | 14 | 15 | 13 | 20 | X | Mid-Cap Blend |
| IRMCX | Voya Russell Mid Cap Index Port S | Owns companies we recommend for divestment | 14 | 15 | 13 | 20 | X | Mid-Cap Blend |
| IRMTX | Voya Russell Mid Cap Index Port S2 | Owns companies we recommend for divestment | 14 | 15 | 13 | 20 | X | Mid-Cap Blend |
| VVIMX | Voya VACS Index MC | Owns companies we recommend for divestment | 14 | 15 | 13 | 20 | X | Mid-Cap Blend |
| CWIAX | American Funds Capital World Gr&Inc 529A | Owns companies we recommend for divestment | 15 | 12 | 25 | 16 | X | Global Large-Stock Blend |
| CWICX | American Funds Capital World Gr&Inc 529C | Owns companies we recommend for divestment | 15 | 12 | 25 | 16 | X | Global Large-Stock Blend |
| RRCOX | T. Rowe Price U.S. Equity Research R | Owns companies we recommend for divestment | 13 | 12 | 24 | 16 | X | Large Blend |
| PACOX | T. Rowe Price U.S. Equity Research Adv | Owns companies we recommend for divestment | 13 | 12 | 24 | 16 | X | Large Blend |
| RWEBX | American Funds Washington Mutual R2E | Owns companies we recommend for divestment | 15 | 13 | 25 | 18 | X | Large Blend |
| IRVSX | Voya Russell Large Cap Value Idx Port S | Owns companies we recommend for divestment | 12 | 9 | 21 | 11 | X | Large Value |
| VMCTX | Vanguard Mega Cap Index Institutional | Owns companies we recommend for divestment | 12 | 14 | 28 | 15 | X | Large Blend |
| IIIAX | Voya International Index Port A | Owns companies we recommend for divestment | 12 | 6 | 28 | 10 | X | Foreign Large Blend |
| IIIIX | Voya International Index Port I | Owns companies we recommend for divestment | 12 | 6 | 28 | 10 | X | Foreign Large Blend |
| INTIX | Voya International Index Port S | Owns companies we recommend for divestment | 12 | 6 | 28 | 10 | X | Foreign Large Blend |
| ISIIX | Voya International Index Port S2 | Owns companies we recommend for divestment | 12 | 6 | 28 | 10 | X | Foreign Large Blend |
| IRLIX | Voya Russell Large Cap Index Port A | Owns companies we recommend for divestment | 12 | 14 | 28 | 15 | X | Large Blend |
| IIRLX | Voya Russell Large Cap Index Port I | Owns companies we recommend for divestment | 12 | 14 | 28 | 15 | X | Large Blend |
| IRLCX | Voya Russell Large Cap Index Port S | Owns companies we recommend for divestment | 12 | 14 | 28 | 15 | X | Large Blend |
| IRLUX | Voya Russell Large Cap Index Port S2 | Owns companies we recommend for divestment | 12 | 14 | 28 | 15 | X | Large Blend |
| IRVAX | Voya Russell Large Cap Value Idx Port A | Owns companies we recommend for divestment | 12 | 9 | 21 | 11 | X | Large Value |
| IRVIX | Voya Russell Large Cap Value Idx Port I | Owns companies we recommend for divestment | 12 | 9 | 21 | 11 | X | Large Value |
| VVIIX | VOYA VACS Index Series I Portfolio | Owns companies we recommend for divestment | 12 | 6 | 28 | 10 | X | Foreign Large Blend |
| VYMI | Vanguard Intl Hi Div Yld Idx ETF | Owns companies we recommend for divestment | 12 | 4 | 29 | 4 | X | Foreign Large Value |
| DWM | WisdomTree International Equity ETF | Owns companies we recommend for divestment | 12 | 4 | 30 | 10 | X | Foreign Large Value |
| TNBAX | 1290 SmartBeta Equity A | Owns companies we recommend for divestment | 13 | 12 | 25 | 18 | X | Global Large-Stock Blend |
| TNBIX | 1290 SmartBeta Equity I | Owns companies we recommend for divestment | 13 | 12 | 25 | 18 | X | Global Large-Stock Blend |
| TNBRX | 1290 SmartBeta Equity R | Owns companies we recommend for divestment | 13 | 12 | 25 | 18 | X | Global Large-Stock Blend |
| AMOMX | AQR Large Cap Momentum Style I | Owns companies we recommend for divestment | 13 | 17 | 19 | 19 | X | Large Growth |
| AMONX | AQR Large Cap Momentum Style N | Owns companies we recommend for divestment | 13 | 17 | 19 | 19 | X | Large Growth |
| QMORX | AQR Large Cap Momentum Style R6 | Owns companies we recommend for divestment | 13 | 17 | 19 | 19 | X | Large Growth |
| QCELX | AQR Large Cap Multi-Style I | Owns companies we recommend for divestment | 13 | 15 | 20 | 16 | X | Large Blend |
| QCENX | AQR Large Cap Multi-Style N | Owns companies we recommend for divestment | 13 | 15 | 20 | 16 | X | Large Blend |
| QCERX | AQR Large Cap Multi-Style R6 | Owns companies we recommend for divestment | 13 | 15 | 20 | 16 | X | Large Blend |
| AVDV | Avantis International Small Cap Val ETF | Owns companies we recommend for divestment | 13 | 1 | 25 | 0 | X | Foreign Small/Mid Value |
| CSXAX | Calvert US Large Cap Core Rspnb Idx A | Owns companies we recommend for divestment | 13 | 19 | 24 | 23 | V | Large Blend |
| MGC | Vanguard Mega Cap ETF | Owns companies we recommend for divestment | 12 | 14 | 28 | 15 | X | Large Blend |
| VIHAX | Vanguard Intl Hi Div Yld Adm | Owns companies we recommend for divestment | 12 | 4 | 29 | 4 | X | Foreign Large Value |
| CISIX | Calvert US Large Cap Core Rspnb Idx I | Owns companies we recommend for divestment | 13 | 19 | 24 | 23 | V | Large Blend |
| EFAX | SPDR® MSCI EAFE Fssl Ful Free RsrvETF | Owns companies we recommend for divestment | 12 | 6 | 27 | 10 | X | Foreign Large Blend |
| PFIEX | Principal International Equity Index R6 | Owns companies we recommend for divestment | 12 | 6 | 26 | 10 | X | Foreign Large Blend |
| RTITX | Russell Inv Multifactor Intl Eq M | Owns companies we recommend for divestment | 12 | 4 | 26 | 9 | X | Foreign Large Value |
| RTIRX | Russell Inv Multifactor Intl Eq R6 | Owns companies we recommend for divestment | 12 | 4 | 26 | 9 | X | Foreign Large Value |
| RTISX | Russell Inv Multifactor Intl Eq S | Owns companies we recommend for divestment | 12 | 4 | 26 | 9 | X | Foreign Large Value |
| RTIYX | Russell Inv Multifactor Intl Eq Y | Owns companies we recommend for divestment | 12 | 4 | 26 | 9 | X | Foreign Large Value |
| SAUMX | SA US Small Company | Owns companies we recommend for divestment | 12 | 12 | 14 | 19 | X | Small Blend |
| SABTX | SA US Value | Owns companies we recommend for divestment | 12 | 11 | 16 | 15 | X | Large Value |
| SWISX | Schwab International Index | Owns companies we recommend for divestment | 12 | 6 | 26 | 10 | X | Foreign Large Blend |
| SMINX | SEI Tax-Managed Intl Mgd Vol F (SIMT) | Owns companies we recommend for divestment | 12 | 6 | 14 | 6 | X | Foreign Large Value |
| SIMYX | SEI Tax-Managed Intl Mgd Vol Y (SIMT) | Owns companies we recommend for divestment | 12 | 6 | 14 | 6 | X | Foreign Large Value |
| SPDG | SPDR Portfolio S&P Sector Netrl Div ETF | Owns companies we recommend for divestment | 12 | 12 | 15 | 11 | X | Large Value |
| QEFA | SPDR® MSCI EAFE StrategicFactors ETF | Owns companies we recommend for divestment | 12 | 6 | 27 | 10 | X | Foreign Large Blend |
| VHYAX | Vanguard High Dividend Yield Index Adm | Owns companies we recommend for divestment | 12 | 17 | 18 | 13 | X | Large Value |
| XAR | SPDR® S&P Aerospace & Defense ETF | Owns companies we recommend for divestment | 12 | 2 | 11 | 9 | X | Industrials |
| FITE | SPDR® S&P Kensho Future Security ETF | Owns companies we recommend for divestment | 12 | 0 | 11 | 13 | X | Technology |
| RPGAX | T. Rowe Price Global Allocation | Owns companies we recommend for divestment | 12 | 10 | 28 | 19 | X | Global Allocation |
| PAFGX | T. Rowe Price Global Allocation Advisor | Owns companies we recommend for divestment | 12 | 10 | 28 | 19 | X | Global Allocation |
| TGAFX | T. Rowe Price Global Allocation I | Owns companies we recommend for divestment | 12 | 10 | 28 | 19 | X | Global Allocation |
| PIEQX | T. Rowe Price International Eq Index | Owns companies we recommend for divestment | 12 | 6 | 26 | 10 | X | Foreign Large Blend |
| XLI | The Industrial Select Sector SPDR® ETF | Owns companies we recommend for divestment | 12 | 2 | 10 | 9 | X | Industrials |
| TSP I Fund - International Stock Index Investment Fund | Owns companies we recommend for divestment | 12 | 6 | 26 | 10 | X | Foreign Large Blend |
| VCIEX | VALIC Company I International Eqs Idx | Owns companies we recommend for divestment | 12 | 6 | 28 | 10 | X | Foreign Large Blend |
| VEIRX | Vanguard Equity-Income Adm | Owns companies we recommend for divestment | 12 | 10 | 19 | 8 | X | Large Value |
| VEIPX | Vanguard Equity-Income Inv | Owns companies we recommend for divestment | 12 | 10 | 19 | 8 | X | Large Value |
| VYM | Vanguard High Dividend Yield ETF | Owns companies we recommend for divestment | 12 | 17 | 18 | 13 | X | Large Value |
| CSXCX | Calvert US Large Cap Core Rspnb Idx C | Owns companies we recommend for divestment | 13 | 19 | 24 | 23 | V | Large Blend |
| CSXRX | Calvert US Large Cap Core Rspnb Idx R6 | Owns companies we recommend for divestment | 13 | 19 | 24 | 23 | V | Large Blend |
| PRCOX | T. Rowe Price U.S. Equity Research | Owns companies we recommend for divestment | 13 | 12 | 24 | 16 | X | Large Blend |
| ITA | iShares US Aerospace & Defense ETF | Owns companies we recommend for divestment | 13 | 3 | 12 | 9 | X | Industrials |
| FASGX | Fidelity Asset Manager 70% | Owns companies we recommend for divestment | 13 | 14 | 30 | 17 | X | Moderately Aggressive Allocation |
| FAMRX | Fidelity Asset Manager 85% | Owns companies we recommend for divestment | 13 | 14 | 30 | 17 | X | Aggressive Allocation |
| FELV | Fidelity Enhanced Large Cap Value ETF | Owns companies we recommend for divestment | 13 | 14 | 25 | 15 | X | Large Value |
| FYMRX | Fidelity Sustainable Multi-Asset | Owns companies we recommend for divestment | 13 | 18 | 38 | 20 | V | Moderate Allocation |
| FVC | First Trust Dorsey Wright Dynamic Foc 5 | Owns companies we recommend for divestment | 13 | 11 | 22 | 16 | X | Tactical Allocation |
| FV | First Trust Dorsey Wright Focus 5 ETF | Owns companies we recommend for divestment | 13 | 11 | 22 | 16 | X | Mid-Cap Blend |
| FAD | First Trust Multi Cap Gr AlphaDEX® ETF | Owns companies we recommend for divestment | 13 | 9 | 20 | 12 | X | Mid-Cap Growth |
| PXF | Invesco RAFI Developed Markets ex-US ETF | Owns companies we recommend for divestment | 13 | 7 | 32 | 10 | X | Foreign Large Value |
| GLOF | iShares Global Equity Factor ETF | Owns companies we recommend for divestment | 13 | 16 | 31 | 11 | X | Global Large-Stock Blend |
| ISCB | iShares Morningstar Small-Cap ETF | Owns companies we recommend for divestment | 13 | 14 | 15 | 17 | X | Small Blend |
| INRO | iShares U.S. Industry Rotation Act ETF | Owns companies we recommend for divestment | 13 | 21 | 27 | 20 | X | Large Blend |
| JHMM | JHancock Multifactor Mid Cap ETF | Owns companies we recommend for divestment | 13 | 11 | 11 | 16 | X | Mid-Cap Blend |
| FASMX | Fidelity Asset Manager 50% | Owns companies we recommend for divestment | 13 | 14 | 30 | 17 | X | Moderate Allocation |
| JNL/BlackRock Global Allocation A | Owns companies we recommend for divestment | 13 | 13 | 31 | 14 | X | Global Allocation |
| JNL/BlackRock Global Allocation I | Owns companies we recommend for divestment | 13 | 13 | 31 | 14 | X | Global Allocation |
| FNDF | Schwab Fundamental International Eq ETF | Owns companies we recommend for divestment | 13 | 7 | 34 | 10 | X | Foreign Large Value |
| SWMIX | Schwab International Opportunities | Owns companies we recommend for divestment | 13 | 6 | 30 | 6 | X | Foreign Large Growth |
| SCPAX | SEI Large Cap Disciplined Eq A (SIIT) | Owns companies we recommend for divestment | 13 | 16 | 27 | 17 | X | Large Blend |
| SVOAX | SEI US Managed Volatility F (SIMT) | Owns companies we recommend for divestment | 13 | 15 | 24 | 18 | X | Large Value |
| SEVIX | SEI US Managed Volatility I (SIMT) | Owns companies we recommend for divestment | 13 | 15 | 24 | 18 | X | Large Value |
| SUSYX | SEI US Managed Volatility Y (SIMT) | Owns companies we recommend for divestment | 13 | 15 | 24 | 18 | X | Large Value |
| STFGX | State Farm Growth | Owns companies we recommend for divestment | 13 | 17 | 24 | 17 | X | Large Blend |
| SAGP | Strategas Global Policy Opp ETF | Owns companies we recommend for divestment | 13 | 5 | 8 | 16 | X | Global Small/Mid Stock |
| RPBAX | T. Rowe Price Balanced | Owns companies we recommend for divestment | 13 | 12 | 29 | 16 | X | Moderate Allocation |
| RBAIX | T. Rowe Price Balanced I | Owns companies we recommend for divestment | 13 | 12 | 29 | 16 | X | Moderate Allocation |
| FSANX | Fidelity Asset Manager 60% | Owns companies we recommend for divestment | 13 | 14 | 30 | 17 | X | Moderate Allocation |
| FYMMX | Fidelity Advisor Sustainable Mlt-Ast M | Owns companies we recommend for divestment | 13 | 18 | 38 | 20 | V | Moderate Allocation |
| CVLC | Calvert US Large-Cp Cor Rspnb ETF | Owns companies we recommend for divestment | 13 | 19 | 24 | 23 | V | Large Blend |
| FSATX | Fidelity Advisor Asset Manager 60% M | Owns companies we recommend for divestment | 13 | 14 | 30 | 17 | X | Moderate Allocation |
| RECS | Columbia Research Enhanced Core ETF | Owns companies we recommend for divestment | 13 | 16 | 21 | 18 | X | Large Blend |
| DILRX | DFA International Large Cap Growth | Owns companies we recommend for divestment | 13 | 4 | 24 | 6 | X | Foreign Large Growth |
| DFLV | Dimensional US Large Cap Value ETF | Owns companies we recommend for divestment | 13 | 11 | 16 | 17 | X | Large Value |
| DFVX | Dimensional US Large Cap Vector ETF | Owns companies we recommend for divestment | 13 | 13 | 26 | 19 | X | Large Value |
| FFAMX | Fidelity Advisor Asset Manager 50% A | Owns companies we recommend for divestment | 13 | 14 | 30 | 17 | X | Moderate Allocation |
| FFCMX | Fidelity Advisor Asset Manager 50% C | Owns companies we recommend for divestment | 13 | 14 | 30 | 17 | X | Moderate Allocation |
| FFIMX | Fidelity Advisor Asset Manager 50% I | Owns companies we recommend for divestment | 13 | 14 | 30 | 17 | X | Moderate Allocation |
| FFTMX | Fidelity Advisor Asset Manager 50% M | Owns companies we recommend for divestment | 13 | 14 | 30 | 17 | X | Moderate Allocation |
| FIKZX | Fidelity Advisor Asset Manager 50% Z | Owns companies we recommend for divestment | 13 | 14 | 30 | 17 | X | Moderate Allocation |
| FSAAX | Fidelity Advisor Asset Manager 60% A | Owns companies we recommend for divestment | 13 | 14 | 30 | 17 | X | Moderate Allocation |
| FSCNX | Fidelity Advisor Asset Manager 60% C | Owns companies we recommend for divestment | 13 | 14 | 30 | 17 | X | Moderate Allocation |
| FSNIX | Fidelity Advisor Asset Manager 60% I | Owns companies we recommend for divestment | 13 | 14 | 30 | 17 | X | Moderate Allocation |
| FIQAX | Fidelity Advisor Asset Manager 60% Z | Owns companies we recommend for divestment | 13 | 14 | 30 | 17 | X | Moderate Allocation |
| FYMIX | Fidelity Advisor Sustainable Mlt-Ast I | Owns companies we recommend for divestment | 13 | 18 | 38 | 20 | V | Moderate Allocation |
| FAASX | Fidelity Advisor Asset Manager 70% A | Owns companies we recommend for divestment | 13 | 14 | 30 | 17 | X | Moderately Aggressive Allocation |
| FCASX | Fidelity Advisor Asset Manager 70% C | Owns companies we recommend for divestment | 13 | 14 | 30 | 17 | X | Moderately Aggressive Allocation |
| FAAIX | Fidelity Advisor Asset Manager 70% I | Owns companies we recommend for divestment | 13 | 14 | 30 | 17 | X | Moderately Aggressive Allocation |
| FTASX | Fidelity Advisor Asset Manager 70% M | Owns companies we recommend for divestment | 13 | 14 | 30 | 17 | X | Moderately Aggressive Allocation |
| FIQBX | Fidelity Advisor Asset Manager 70% Z | Owns companies we recommend for divestment | 13 | 14 | 30 | 17 | X | Moderately Aggressive Allocation |
| FEYAX | Fidelity Advisor Asset Manager 85% A | Owns companies we recommend for divestment | 13 | 14 | 30 | 17 | X | Aggressive Allocation |
| FEYCX | Fidelity Advisor Asset Manager 85% C | Owns companies we recommend for divestment | 13 | 14 | 30 | 17 | X | Aggressive Allocation |
| FEYIX | Fidelity Advisor Asset Manager 85% I | Owns companies we recommend for divestment | 13 | 14 | 30 | 17 | X | Aggressive Allocation |
| FEYTX | Fidelity Advisor Asset Manager 85% M | Owns companies we recommend for divestment | 13 | 14 | 30 | 17 | X | Aggressive Allocation |
| FIQCX | Fidelity Advisor Asset Manager 85% Z | Owns companies we recommend for divestment | 13 | 14 | 30 | 17 | X | Aggressive Allocation |
| FYMAX | Fidelity Advisor Sustainable Mlt-Ast A | Owns companies we recommend for divestment | 13 | 18 | 38 | 20 | V | Moderate Allocation |
| FYMCX | Fidelity Advisor Sustainable Mlt-Ast C | Owns companies we recommend for divestment | 13 | 18 | 38 | 20 | V | Moderate Allocation |
| RWMBX | American Funds Washington Mutual R2 | Owns companies we recommend for divestment | 15 | 13 | 25 | 18 | X | Large Blend |
| RWMCX | American Funds Washington Mutual R3 | Owns companies we recommend for divestment | 15 | 13 | 25 | 18 | X | Large Blend |
| VADCX | Invesco Equally-Wtd S&P 500 C | Owns companies we recommend for divestment | 20 | 22 | 34 | 24 | X | Large Blend |
| SEEKX | Steward Values Enhanced Lg Cap A | Owns companies we recommend for divestment | 19 | 22 | 33 | 22 | X | Large Blend |
| JSMCX | JPMorgan SmartRetirement® 2030 C | Owns companies we recommend for divestment | 19 | 21 | 40 | 28 | X | Target-Date 2030 |
| JSMSX | JPMorgan SmartRetirement® 2030 I | Owns companies we recommend for divestment | 19 | 21 | 40 | 28 | X | Target-Date 2030 |
| JSMZX | JPMorgan SmartRetirement® 2030 R2 | Owns companies we recommend for divestment | 19 | 21 | 40 | 28 | X | Target-Date 2030 |
| JSMNX | JPMorgan SmartRetirement® 2030 R3 | Owns companies we recommend for divestment | 19 | 21 | 40 | 28 | X | Target-Date 2030 |
| JSMQX | JPMorgan SmartRetirement® 2030 R4 | Owns companies we recommend for divestment | 19 | 21 | 40 | 28 | X | Target-Date 2030 |
| JSMIX | JPMorgan SmartRetirement® 2030 R5 | Owns companies we recommend for divestment | 19 | 21 | 40 | 28 | X | Target-Date 2030 |
| JSMYX | JPMorgan SmartRetirement® 2030 R6 | Owns companies we recommend for divestment | 19 | 21 | 40 | 28 | X | Target-Date 2030 |
| Nationwide Fundamental All Cap Equity R6 | Owns companies we recommend for divestment | 19 | 21 | 30 | 23 | X | Large Blend |
| OWLSX | Old Westbury Large Cap Strategies | Owns companies we recommend for divestment | 19 | 21 | 38 | 25 | X | Global Large-Stock Growth |
| SCHF | Schwab International Equity ETF™ | Owns companies we recommend for divestment | 19 | 7 | 47 | 11 | X | Foreign Large Blend |
| SPYX | SPDR® S&P 500 Fossil Fuel Rsrv Free ETF | Owns companies we recommend for divestment | 19 | 22 | 32 | 24 | X | Large Blend |
| SEECX | Steward Values Enhanced Lg Cap I | Owns companies we recommend for divestment | 19 | 22 | 33 | 22 | X | Large Blend |
| ILCV | iShares Morningstar Value ETF | Owns companies we recommend for divestment | 19 | 18 | 28 | 19 | X | Large Value |
| SEEHX | Steward Values Enhanced Lg Cap R6 | Owns companies we recommend for divestment | 19 | 22 | 33 | 22 | X | Large Blend |
| PRSGX | T. Rowe Price Spectrum Diversified Eq | Owns companies we recommend for divestment | 19 | 22 | 37 | 26 | X | Large Blend |
| TSVPX | T. Rowe Price Spectrum Diversified Eq I | Owns companies we recommend for divestment | 19 | 22 | 37 | 26 | X | Large Blend |
| VSS | Vanguard FTSE All-Wld ex-US SmCp ETF | Owns companies we recommend for divestment | 19 | 3 | 32 | 1 | X | Foreign Small/Mid Blend |
| VFSAX | Vanguard FTSE All-Wld ex-US SmCp Idx Adm | Owns companies we recommend for divestment | 19 | 3 | 32 | 1 | X | Foreign Small/Mid Blend |
| VFSNX | Vanguard FTSE All-Wld ex-US SmCp Idx Ins | Owns companies we recommend for divestment | 19 | 3 | 32 | 1 | X | Foreign Small/Mid Blend |
| DDWM | WisdomTree Dynamic Ccy Hdgd Intl Eq ETF | Owns companies we recommend for divestment | 19 | 4 | 41 | 9 | X | Foreign Large Value |
| WFILX | Allspring Index A | Owns companies we recommend for divestment | 20 | 22 | 34 | 24 | X | Large Blend |
| WFIOX | Allspring Index Admin | Owns companies we recommend for divestment | 20 | 22 | 34 | 24 | X | Large Blend |
| SFAAX | Allspring Index Asset Allocation A | Owns companies we recommend for divestment | 20 | 22 | 34 | 24 | X | Moderate Allocation |
| WFAIX | Allspring Index Asset Allocation Admin | Owns companies we recommend for divestment | 20 | 22 | 34 | 24 | X | Moderate Allocation |
| WFALX | Allspring Index Asset Allocation C | Owns companies we recommend for divestment | 20 | 22 | 34 | 24 | X | Moderate Allocation |
| JSMAX | JPMorgan SmartRetirement® 2030 A | Owns companies we recommend for divestment | 19 | 21 | 40 | 28 | X | Target-Date 2030 |
| IUSV | iShares Core S&P US Value ETF | Owns companies we recommend for divestment | 19 | 24 | 28 | 27 | X | Large Value |
| WFINX | Allspring Index C | Owns companies we recommend for divestment | 20 | 22 | 34 | 24 | X | Large Blend |
| REQCX | Russell Sustnbl Aware Eq C | Owns companies we recommend for divestment | 18 | 21 | 31 | 26 | V | Large Blend |
| GSID | Goldman Sachs MarketBeta Intl Eq ETF | Owns companies we recommend for divestment | 18 | 5 | 45 | 11 | X | Foreign Large Blend |
| GSUS | Goldman Sachs MarketBeta US Equity ETF | Owns companies we recommend for divestment | 18 | 22 | 32 | 23 | X | Large Blend |
| MSSM | Morgan Stanley Pathway Sm-Md Cp Eq ETF | Owns companies we recommend for divestment | 18 | 16 | 18 | 20 | X | Mid-Cap Blend |
| PDAIX | PineBridge Dynamic Asset Allc Instl | Owns companies we recommend for divestment | 18 | 14 | 32 | 24 | X | Global Allocation |
| PDAVX | PineBridge Dynamic Asset Allc Invt Svcng | Owns companies we recommend for divestment | 18 | 14 | 32 | 24 | X | Global Allocation |
| LVPIX | ProFunds Large Cap Value Inv | Owns companies we recommend for divestment | 18 | 17 | 24 | 17 | X | Large Value |
| LVPSX | ProFunds Large Cap Value Svc | Owns companies we recommend for divestment | 18 | 17 | 24 | 17 | X | Large Value |
| SPXE | ProShares S&P 500® ex-Energy | Owns companies we recommend for divestment | 18 | 22 | 31 | 24 | X | Large Blend |
| SPXN | ProShares S&P 500® ex-Financials | Owns companies we recommend for divestment | 18 | 19 | 33 | 22 | X | Large Blend |
| QRFT | QRAFT AI-Enhanced US Large Cap ETF | Owns companies we recommend for divestment | 18 | 20 | 28 | 22 | X | Large Blend |
| REQAX | Russell Sustnbl Aware Eq A | Owns companies we recommend for divestment | 18 | 21 | 31 | 26 | V | Large Blend |
| REQTX | Russell Sustnbl Aware Eq S | Owns companies we recommend for divestment | 18 | 21 | 31 | 26 | V | Large Blend |
| QVML | Invesco S&P 500 QVM Multi-factor ETF | Owns companies we recommend for divestment | 19 | 18 | 31 | 22 | X | Large Blend |
| REUYX | Russell Sustnbl Aware Eq Y | Owns companies we recommend for divestment | 18 | 21 | 31 | 26 | V | Large Blend |
| SCHC | Schwab International Small-Cap Eq ETF™ | Owns companies we recommend for divestment | 18 | 3 | 31 | 1 | X | Foreign Small/Mid Blend |
| SLCAX | SEI Large Cap A (SIIT) | Owns companies we recommend for divestment | 18 | 20 | 33 | 21 | X | Large Blend |
| NATO | Themes Transatlantic Defense ETF | Owns companies we recommend for divestment | 18 | 2 | 15 | 14 | X | Industrials |
| AVNV | Avantis All International Mkts Val ETF | Owns companies we recommend for divestment | 19 | 2 | 51 | 3 | X | Foreign Large Value |
| BKIE | BNY Mellon International Equity ETF | Owns companies we recommend for divestment | 19 | 7 | 46 | 12 | X | Foreign Large Blend |
| ZZZ | CYBER HORNET S&P500 Bitcoin 75/25StgyETF | Owns companies we recommend for divestment | 19 | 22 | 32 | 23 | X | Large Blend |
| DALI | First Trust Dorsey Wright DALI 1 ETF | Owns companies we recommend for divestment | 19 | 16 | 30 | 21 | X | Tactical Allocation |
| FEX | First Trust Large Cap Core AlphaDEX® ETF | Owns companies we recommend for divestment | 19 | 16 | 27 | 21 | X | Large Blend |
| GSPFX | Gotham Enhanced S&P 500 Index Instl | Owns companies we recommend for divestment | 19 | 21 | 31 | 22 | X | Large Blend |
| GMLGX | GuideMark® Large Cap Core Service | Owns companies we recommend for divestment | 19 | 23 | 30 | 26 | X | Large Blend |
| IUS | Invesco RAFI™ Strategic US ETF | Owns companies we recommend for divestment | 19 | 20 | 35 | 24 | X | Large Value |
| WFATX | Allspring Index Asset Allocation Instl | Owns companies we recommend for divestment | 20 | 22 | 34 | 24 | X | Moderate Allocation |
| EQL | ALPS Equal Sector Weight ETF | Owns companies we recommend for divestment | 20 | 22 | 34 | 24 | X | Large Value |
| BBTLX | Bridge Builder Tax Managed Large Cap | Owns companies we recommend for divestment | 18 | 17 | 28 | 22 | X | Large Blend |
| FXAIX | Fidelity 500 Index | Owns companies we recommend for divestment | 20 | 22 | 34 | 24 | X | Large Blend |
| MXKWX | Empower S&P 500® Index Institutional | Owns companies we recommend for divestment | 20 | 22 | 34 | 24 | X | Large Blend |
| MXVIX | Empower S&P 500® Index Investor | Owns companies we recommend for divestment | 20 | 22 | 34 | 24 | X | Large Blend |
| FSTBX | Federated Hermes Global Allocation A | Owns companies we recommend for divestment | 20 | 20 | 42 | 26 | X | Global Allocation |
| FSBCX | Federated Hermes Global Allocation C | Owns companies we recommend for divestment | 20 | 20 | 42 | 26 | X | Global Allocation |
| SBFIX | Federated Hermes Global Allocation IS | Owns companies we recommend for divestment | 20 | 20 | 42 | 26 | X | Global Allocation |
| FSBKX | Federated Hermes Global Allocation R | Owns companies we recommend for divestment | 20 | 20 | 42 | 26 | X | Global Allocation |
| FSBLX | Federated Hermes Global Allocation R6 | Owns companies we recommend for divestment | 20 | 20 | 42 | 26 | X | Global Allocation |
| MXCCX | Federated Hermes Max-Cap Index C | Owns companies we recommend for divestment | 20 | 22 | 33 | 24 | X | Large Blend |
| FISPX | Federated Hermes Max-Cap Index IS | Owns companies we recommend for divestment | 20 | 22 | 33 | 24 | X | Large Blend |
| FMXKX | Federated Hermes Max-Cap Index R | Owns companies we recommend for divestment | 20 | 22 | 33 | 24 | X | Large Blend |
| FMXSX | Federated Hermes Max-Cap Index Svc | Owns companies we recommend for divestment | 20 | 22 | 33 | 24 | X | Large Blend |
| FDFIX | Fidelity Flex 500 Index | Owns companies we recommend for divestment | 20 | 22 | 34 | 24 | X | Large Blend |
| MXEBX | Empower Core Strategies US Eq Instl | Owns companies we recommend for divestment | 20 | 23 | 34 | 25 | X | Large Blend |
| FLCPX | Fidelity SAI US Large Cap Index | Owns companies we recommend for divestment | 20 | 22 | 34 | 24 | X | Large Blend |
| SBSPX | Franklin S&P 500 Index A | Owns companies we recommend for divestment | 20 | 22 | 34 | 24 | X | Large Blend |
| SBSDX | Franklin S&P 500 Index D | Owns companies we recommend for divestment | 20 | 22 | 34 | 24 | X | Large Blend |
| ONOF | Global X Adaptive US Risk Management ETF | Owns companies we recommend for divestment | 20 | 22 | 33 | 25 | X | Tactical Allocation |
| XYLD | Global X S&P 500® Covered Call ETF | Owns companies we recommend for divestment | 20 | 22 | 34 | 24 | X | Derivative Income |
| GSLC | Goldman Sachs ActiveBeta® US LgCp Eq ETF | Owns companies we recommend for divestment | 20 | 21 | 31 | 24 | X | Large Blend |
| GXUS | Goldman Sachs MarketBeta(R) Ttl IntEqETF | Owns companies we recommend for divestment | 20 | 7 | 54 | 12 | X | Foreign Large Blend |
| GSPY | Gotham Enhanced 500 ETF | Owns companies we recommend for divestment | 20 | 21 | 33 | 23 | X | Large Blend |
| GEQYX | GuideStone Funds Equity Index Instl | Owns companies we recommend for divestment | 20 | 22 | 34 | 24 | X | Large Blend |
| GEQZX | GuideStone Funds Equity Index Investor | Owns companies we recommend for divestment | 20 | 22 | 34 | 24 | X | Large Blend |
| PPA | Invesco Aerospace & Defense ETF | Owns companies we recommend for divestment | 20 | 2 | 16 | 18 | X | Industrials |
| VADAX | Invesco Equally-Wtd S&P 500 A | Owns companies we recommend for divestment | 20 | 22 | 34 | 24 | X | Large Blend |
| MXETX | Empower Core Strategies US Eq Inv | Owns companies we recommend for divestment | 20 | 23 | 34 | 25 | X | Large Blend |
| ELDFX | Elfun Diversified | Owns companies we recommend for divestment | 20 | 22 | 34 | 24 | X | Moderately Aggressive Allocation |
| DSPIX | BNY Mellon Instl S&P 500 Stk Idx I | Owns companies we recommend for divestment | 20 | 22 | 34 | 24 | X | Large Blend |
| CLXRX | Columbia Large Cap Index Inst2 | Owns companies we recommend for divestment | 20 | 22 | 34 | 24 | X | Large Blend |
| PEOPX | BNY Mellon S&P 500 Index | Owns companies we recommend for divestment | 20 | 22 | 34 | 24 | X | Large Blend |
| BKLC | BNY Mellon US Large Cap Core Equity ETF | Owns companies we recommend for divestment | 20 | 22 | 33 | 25 | X | Large Blend |
| CAAAX | Calvert Growth Allocation A | Owns companies we recommend for divestment | 20 | 25 | 42 | 31 | V | Aggressive Allocation |
| CAACX | Calvert Growth Allocation C | Owns companies we recommend for divestment | 20 | 25 | 42 | 31 | V | Aggressive Allocation |
| CAGIX | Calvert Growth Allocation I | Owns companies we recommend for divestment | 20 | 25 | 42 | 31 | V | Aggressive Allocation |
| CGARX | Calvert Growth Allocation R6 | Owns companies we recommend for divestment | 20 | 25 | 42 | 31 | V | Aggressive Allocation |
| CMAAX | Calvert Moderate Allocation A | Owns companies we recommend for divestment | 20 | 25 | 42 | 31 | V | Moderate Allocation |
| CMACX | Calvert Moderate Allocation C | Owns companies we recommend for divestment | 20 | 25 | 42 | 31 | V | Moderate Allocation |
| CLAIX | Calvert Moderate Allocation I | Owns companies we recommend for divestment | 20 | 25 | 42 | 31 | V | Moderate Allocation |
| CAMRX | Calvert Moderate Allocation R6 | Owns companies we recommend for divestment | 20 | 25 | 42 | 31 | V | Moderate Allocation |
| NEIAX | Columbia Large Cap Index A | Owns companies we recommend for divestment | 20 | 22 | 34 | 24 | X | Large Blend |
| NINDX | Columbia Large Cap Index Inst | Owns companies we recommend for divestment | 20 | 22 | 34 | 24 | X | Large Blend |
| CLPYX | Columbia Large Cap Index Inst3 | Owns companies we recommend for divestment | 20 | 22 | 34 | 24 | X | Large Blend |
| SCPIX | DWS S&P 500 Index S | Owns companies we recommend for divestment | 20 | 22 | 34 | 24 | X | Large Blend |
| DIEFX | Destinations International Equity I | Owns companies we recommend for divestment | 20 | 10 | 47 | 11 | X | Foreign Large Blend |
| DIEZX | Destinations International Equity Z | Owns companies we recommend for divestment | 20 | 10 | 47 | 11 | X | Foreign Large Blend |
| DFUSX | DFA US Large Company I | Owns companies we recommend for divestment | 20 | 22 | 34 | 24 | X | Large Blend |
| DFUV | Dimensional US Marketwide Value ETF | Owns companies we recommend for divestment | 20 | 19 | 25 | 29 | X | Large Value |
| HCMT | Direxion HCM Tactical EnhU.S.EqStratETF | Owns companies we recommend for divestment | 20 | 22 | 34 | 24 | X | Large Blend |
| DFVE | DoubleLine Fortune 500 Equal Weight ETF | Owns companies we recommend for divestment | 20 | 20 | 33 | 22 | X | Mid-Cap Value |
| BTIIX | DWS Equity 500 Index Inst | Owns companies we recommend for divestment | 20 | 22 | 34 | 24 | X | Large Blend |
| BTIRX | DWS Equity 500 Index R6 | Owns companies we recommend for divestment | 20 | 22 | 34 | 24 | X | Large Blend |
| BTIEX | DWS Equity 500 Index S | Owns companies we recommend for divestment | 20 | 22 | 34 | 24 | X | Large Blend |
| SXPAX | DWS S&P 500 Index A | Owns companies we recommend for divestment | 20 | 22 | 34 | 24 | X | Large Blend |
| SXPCX | DWS S&P 500 Index C | Owns companies we recommend for divestment | 20 | 22 | 34 | 24 | X | Large Blend |
| SXPRX | DWS S&P 500 Index R6 | Owns companies we recommend for divestment | 20 | 22 | 34 | 24 | X | Large Blend |
| JUST | Goldman Sachs JUST US Large Cap Eq ETF | Owns companies we recommend for divestment | 18 | 21 | 33 | 24 | X | Large Blend |
| DEEF | Xtrackers FTSE Develop ex US Mulfact ETF | Owns companies we recommend for divestment | 17 | 7 | 43 | 11 | X | Foreign Large Value |
| RWMEX | American Funds Washington Mutual R4 | Owns companies we recommend for divestment | 15 | 13 | 25 | 18 | X | Large Blend |
| VGIAX | Vanguard Growth & Income Adm | Owns companies we recommend for divestment | 15 | 21 | 24 | 21 | X | Large Blend |
| IWGNX | Macquarie Glbl Allocation R6 | Owns companies we recommend for divestment | 15 | 13 | 27 | 22 | X | Global Allocation |
| CSM | ProShares Large Cap Core Plus | Owns companies we recommend for divestment | 15 | 19 | 27 | 21 | X | Large Blend |
| RTLAX | Russell Inv Tax-Managed US Large Cap A | Owns companies we recommend for divestment | 15 | 19 | 28 | 21 | X | Large Blend |
| RTLCX | Russell Inv Tax-Managed US Large Cap C | Owns companies we recommend for divestment | 15 | 19 | 28 | 21 | X | Large Blend |
| RTMTX | Russell Inv Tax-Managed US Large Cap M | Owns companies we recommend for divestment | 15 | 19 | 28 | 21 | X | Large Blend |
| RETSX | Russell Inv Tax-Managed US Large Cap S | Owns companies we recommend for divestment | 15 | 19 | 28 | 21 | X | Large Blend |
| SPYV | SPDR® Portfolio S&P 500 Value ETF | Owns companies we recommend for divestment | 15 | 17 | 23 | 18 | X | Large Value |
| TPAIX | Timothy Plan Israel Common Values A | Owns companies we recommend for divestment | 15 | 1 | 22 | 1 | X | Miscellaneous Region |
| TPCIX | Timothy Plan Israel Common Values C | Owns companies we recommend for divestment | 15 | 1 | 22 | 1 | X | Miscellaneous Region |
| TICIX | Timothy Plan Israel Common Values I | Owns companies we recommend for divestment | 15 | 1 | 22 | 1 | X | Miscellaneous Region |
| VGLSX | VALIC Company I Global Strategy | Owns companies we recommend for divestment | 15 | 16 | 32 | 13 | X | Global Allocation |
| VQNPX | Vanguard Growth & Income Inv | Owns companies we recommend for divestment | 15 | 21 | 24 | 21 | X | Large Blend |
| IWGCX | Macquarie Glbl Allocation C | Owns companies we recommend for divestment | 15 | 13 | 27 | 22 | X | Global Allocation |
| VOOV | Vanguard S&P 500 Value ETF | Owns companies we recommend for divestment | 15 | 17 | 23 | 18 | X | Large Value |
| VSPVX | Vanguard S&P 500 Value Index Instl | Owns companies we recommend for divestment | 15 | 17 | 23 | 18 | X | Large Value |
| USMIX | Victory Extended Market Index | Owns companies we recommend for divestment | 15 | 17 | 19 | 18 | X | Mid-Cap Blend |
| DGRW | WisdomTree US Quality Dividend Gr ETF | Owns companies we recommend for divestment | 15 | 13 | 18 | 14 | X | Large Blend |
| AVSU | Avantis Responsible US Equity ETF | Owns companies we recommend for divestment | 16 | 25 | 34 | 32 | V | Large Blend |
| AVANX | Avantis® International Small Cap Val G | Owns companies we recommend for divestment | 16 | 2 | 24 | 1 | X | Foreign Small/Mid Value |
| AVDVX | Avantis® International Small Cap Val Ins | Owns companies we recommend for divestment | 16 | 2 | 24 | 1 | X | Foreign Small/Mid Value |
| CFMCX | Column Mid Cap | Owns companies we recommend for divestment | 16 | 11 | 14 | 17 | X | Mid-Cap Blend |
| DFUEX | DFA US Social Core Equity 2 Portfolio | Owns companies we recommend for divestment | 16 | 28 | 36 | 28 | X | Large Blend |
| MXECX | Empower Core Strategies Intl Eq Instl | Owns companies we recommend for divestment | 16 | 9 | 29 | 10 | X | Foreign Large Blend |
| MXEVX | Empower Core Strategies Intl Eq Inv | Owns companies we recommend for divestment | 16 | 9 | 29 | 10 | X | Foreign Large Blend |
| GLOV | Goldman Sachs ActBt Wld Lw Vl Ps Eq ETF | Owns companies we recommend for divestment | 16 | 17 | 29 | 18 | X | Global Large-Stock Blend |
| IWGIX | Macquarie Glbl Allocation I | Owns companies we recommend for divestment | 15 | 13 | 27 | 22 | X | Global Allocation |
| IWGAX | Macquarie Glbl Allocation A | Owns companies we recommend for divestment | 15 | 13 | 27 | 22 | X | Global Allocation |
| BSMIX | iShares Russell Small/Mid-Cap Idx Instl | Owns companies we recommend for divestment | 16 | 16 | 17 | 19 | X | Small Blend |
| FITFX | Fidelity Flex International Index | Owns companies we recommend for divestment | 15 | 9 | 39 | 11 | X | Foreign Large Blend |
| RWMFX | American Funds Washington Mutual R5 | Owns companies we recommend for divestment | 15 | 13 | 25 | 18 | X | Large Blend |
| RWMHX | American Funds Washington Mutual R5E | Owns companies we recommend for divestment | 15 | 13 | 25 | 18 | X | Large Blend |
| RWMGX | American Funds Washington Mutual R6 | Owns companies we recommend for divestment | 15 | 13 | 25 | 18 | X | Large Blend |
| DUBS | Aptus Large Cap Enhanced Yield ETF | Owns companies we recommend for divestment | 15 | 17 | 27 | 19 | X | Large Blend |
| BBTSX | Bridge Builder Tax Managed Sm/Md Cp | Owns companies we recommend for divestment | 15 | 11 | 14 | 16 | X | Mid-Cap Blend |
| DLCFX | Destinations Large Cap Equity I | Owns companies we recommend for divestment | 15 | 17 | 29 | 21 | X | Large Blend |
| DLCZX | Destinations Large Cap Equity Z | Owns companies we recommend for divestment | 15 | 17 | 29 | 21 | X | Large Blend |
| DFISX | DFA International Small Company I | Owns companies we recommend for divestment | 15 | 2 | 27 | 0 | X | Foreign Small/Mid Blend |
| SUPAX | DWS Equity Sector Strategy Fund Class A | Owns companies we recommend for divestment | 15 | 15 | 26 | 18 | X | Large Blend |
| SUPCX | DWS Equity Sector Strategy Fund Class C | Owns companies we recommend for divestment | 15 | 15 | 26 | 18 | X | Large Blend |
| SPGRX | DWS Equity Sector Strategy Fund Class S | Owns companies we recommend for divestment | 15 | 15 | 26 | 18 | X | Large Blend |
| SNPTX | DWS Equity Sector Strategy Institutional | Owns companies we recommend for divestment | 15 | 15 | 26 | 18 | X | Large Blend |
| FSGGX | Fidelity Global ex US Index | Owns companies we recommend for divestment | 15 | 9 | 37 | 11 | X | Foreign Large Blend |
| JHSMX | JHancock International Small Company R6 | Owns companies we recommend for divestment | 15 | 3 | 25 | 1 | X | Foreign Small/Mid Blend |
| FNCMX | Fidelity Nasdaq Composite Index | Owns companies we recommend for divestment | 15 | 16 | 27 | 17 | X | Large Growth |
| FSGEX | Fidelity Series Global ex US Index | Owns companies we recommend for divestment | 15 | 9 | 39 | 11 | X | Foreign Large Blend |
| GCAD | Gabelli Commercial Aerospace & Dfns ETF | Owns companies we recommend for divestment | 15 | 1 | 14 | 10 | X | Industrials |
| GINDX | Gotham Index Plus Institutional | Owns companies we recommend for divestment | 15 | 17 | 26 | 17 | X | Large Blend |
| GNNDX | Gotham Index Plus Investor | Owns companies we recommend for divestment | 15 | 17 | 26 | 17 | X | Large Blend |
| GMSMX | GuideMark® Small/Mid Cap Core Service | Owns companies we recommend for divestment | 15 | 12 | 15 | 18 | X | Small Blend |
| IVE | iShares S&P 500 Value ETF | Owns companies we recommend for divestment | 15 | 17 | 23 | 18 | X | Large Value |
| MADE | iShares U.S. Manufacturing ETF | Owns companies we recommend for divestment | 15 | 3 | 15 | 13 | X | Industrials |
| JISAX | JHancock International Small Company A | Owns companies we recommend for divestment | 15 | 3 | 25 | 1 | X | Foreign Small/Mid Blend |
| JISDX | JHancock International Small Company C | Owns companies we recommend for divestment | 15 | 3 | 25 | 1 | X | Foreign Small/Mid Blend |
| JSCIX | JHancock International Small Company I | Owns companies we recommend for divestment | 15 | 3 | 25 | 1 | X | Foreign Small/Mid Blend |
| JHATX | JHancock International Small Company NAV | Owns companies we recommend for divestment | 15 | 3 | 25 | 1 | X | Foreign Small/Mid Blend |
| PDN | Invesco RAFI Developed Mkts ex-US S-METF | Owns companies we recommend for divestment | 16 | 2 | 31 | 1 | X | Foreign Small/Mid Value |
| BSMAX | iShares Russell Small/Mid-Cap Idx Inv A | Owns companies we recommend for divestment | 16 | 16 | 17 | 19 | X | Small Blend |
| VIVAX | Vanguard Value Index Inv | Owns companies we recommend for divestment | 17 | 15 | 22 | 17 | X | Large Value |
| Putnam Dynamic Asset Allocation Equity A | Owns companies we recommend for divestment | 17 | 18 | 33 | 21 | X | Large Blend |
| QLERX | AQR Long-Short Equity R6 | Owns companies we recommend for divestment | 17 | 17 | 34 | 22 | X | Long-Short Equity |
| DWUSX | DFA World ex US Targeted Val Instl | Owns companies we recommend for divestment | 17 | 1 | 38 | 0 | X | Foreign Small/Mid Value |
| FSMAX | Fidelity Extended Market Index | Owns companies we recommend for divestment | 17 | 17 | 20 | 22 | X | Mid-Cap Blend |
| GATAX | Gabelli Asset A | Owns companies we recommend for divestment | 17 | 13 | 32 | 17 | X | Large Blend |
| GABAX | Gabelli Asset AAA | Owns companies we recommend for divestment | 17 | 13 | 32 | 17 | X | Large Blend |
| GATCX | Gabelli Asset C | Owns companies we recommend for divestment | 17 | 13 | 32 | 17 | X | Large Blend |
| GABIX | Gabelli Asset I | Owns companies we recommend for divestment | 17 | 13 | 32 | 17 | X | Large Blend |
| EXI | iShares Global Industrials ETF | Owns companies we recommend for divestment | 17 | 2 | 24 | 14 | X | Industrials |
| JNL/Mellon Industrials Sect A | Owns companies we recommend for divestment | 17 | 3 | 15 | 13 | X | Industrials |
| JNL/Mellon Industrials Sect I | Owns companies we recommend for divestment | 17 | 3 | 15 | 13 | X | Industrials |
| CZMVX | Multi-Manager Value Strategies Inst | Owns companies we recommend for divestment | 17 | 17 | 24 | 21 | X | Large Value |
| Putnam Dynamic Asset Allocation Equity P | Owns companies we recommend for divestment | 17 | 18 | 33 | 21 | X | Large Blend |
| QLEIX | AQR Long-Short Equity I | Owns companies we recommend for divestment | 17 | 17 | 34 | 22 | X | Long-Short Equity |
| GWX | SPDR® S&P® International Small Cap ETF | Owns companies we recommend for divestment | 17 | 1 | 30 | 1 | X | Foreign Small/Mid Blend |
| TSP S Fund - Small cap stock Index investment fund | Owns companies we recommend for divestment | 17 | 17 | 20 | 22 | X | Mid-Cap Blend |
| VXF | Vanguard Extended Market ETF | Owns companies we recommend for divestment | 17 | 16 | 20 | 21 | X | Mid-Cap Blend |
| VEXAX | Vanguard Extended Market Index Admiral | Owns companies we recommend for divestment | 17 | 16 | 20 | 21 | X | Mid-Cap Blend |
| VIEIX | Vanguard Extended Market Index Instl | Owns companies we recommend for divestment | 17 | 16 | 20 | 21 | X | Mid-Cap Blend |
| VSEMX | Vanguard Extended Market Index Instl Sel | Owns companies we recommend for divestment | 17 | 16 | 20 | 21 | X | Mid-Cap Blend |
| VEMPX | Vanguard Extended Market Index InstlPlus | Owns companies we recommend for divestment | 17 | 16 | 20 | 21 | X | Mid-Cap Blend |
| VEXMX | Vanguard Extended Market Index Investor | Owns companies we recommend for divestment | 17 | 16 | 20 | 21 | X | Mid-Cap Blend |
| VFMO | Vanguard US Momentum Factor ETF | Owns companies we recommend for divestment | 17 | 16 | 14 | 21 | X | Mid-Cap Blend |
| VTV | Vanguard Value ETF | Owns companies we recommend for divestment | 17 | 15 | 22 | 17 | X | Large Value |
| VVIAX | Vanguard Value Index Adm | Owns companies we recommend for divestment | 17 | 15 | 22 | 17 | X | Large Value |
| VIVIX | Vanguard Value Index I | Owns companies we recommend for divestment | 17 | 15 | 22 | 17 | X | Large Value |
| QLENX | AQR Long-Short Equity N | Owns companies we recommend for divestment | 17 | 17 | 34 | 22 | X | Long-Short Equity |
| DLN | WisdomTree US LargeCap Dividend ETF | Owns companies we recommend for divestment | 16 | 17 | 23 | 19 | X | Large Value |
| BSMKX | iShares Russell Small/Mid-Cap Idx K | Owns companies we recommend for divestment | 16 | 16 | 17 | 19 | X | Small Blend |
| PABFX | PGIM Balanced Z | Owns companies we recommend for divestment | 16 | 14 | 38 | 19 | X | Moderate Allocation |
| MNCSX | Mercer Non-US Core Equity I | Owns companies we recommend for divestment | 16 | 6 | 33 | 8 | X | Foreign Large Blend |
| MNCEX | Mercer Non-US Core Equity Y3 | Owns companies we recommend for divestment | 16 | 6 | 33 | 8 | X | Foreign Large Blend |
| SZNE | Pacer CFRA-Stovall Eq WghtSeasnlRottnETF | Owns companies we recommend for divestment | 16 | 9 | 26 | 18 | X | Large Blend |
| FOWF | Pacer Solactive Whitney Fut of Wrfr ETF | Owns companies we recommend for divestment | 16 | 5 | 23 | 18 | X | Industrials |
| EAISX | Parametric International Equity A | Owns companies we recommend for divestment | 16 | 5 | 33 | 10 | X | Foreign Large Blend |
| EIISX | Parametric International Equity I | Owns companies we recommend for divestment | 16 | 5 | 33 | 10 | X | Foreign Large Blend |
| ERISX | Parametric International Equity R | Owns companies we recommend for divestment | 16 | 5 | 33 | 10 | X | Foreign Large Blend |
| ESISX | Parametric International Equity R6 | Owns companies we recommend for divestment | 16 | 5 | 33 | 10 | X | Foreign Large Blend |
| PIBAX | PGIM Balanced A | Owns companies we recommend for divestment | 16 | 14 | 38 | 19 | X | Moderate Allocation |
| PABCX | PGIM Balanced C | Owns companies we recommend for divestment | 16 | 14 | 38 | 19 | X | Moderate Allocation |
| PALRX | PGIM Balanced R | Owns companies we recommend for divestment | 16 | 14 | 38 | 19 | X | Moderate Allocation |
| PIBQX | PGIM Balanced R6 | Owns companies we recommend for divestment | 16 | 14 | 38 | 19 | X | Moderate Allocation |
| SPXT | ProShares S&P 500® ex-Technology | Owns companies we recommend for divestment | 16 | 20 | 24 | 18 | X | Large Blend |
| PZHEX | T. Rowe Price Hedged Equity Z | Owns companies we recommend for divestment | 16 | 14 | 27 | 19 | X | Equity Hedged |
| RGEAX | Russell Inv Global Equity A | Owns companies we recommend for divestment | 16 | 18 | 35 | 18 | X | Global Large-Stock Blend |
| RGECX | Russell Inv Global Equity C | Owns companies we recommend for divestment | 16 | 18 | 35 | 18 | X | Global Large-Stock Blend |
| RGDTX | Russell Inv Global Equity M | Owns companies we recommend for divestment | 16 | 18 | 35 | 18 | X | Global Large-Stock Blend |
| RGESX | Russell Inv Global Equity S | Owns companies we recommend for divestment | 16 | 18 | 35 | 18 | X | Global Large-Stock Blend |
| RLGYX | Russell Inv Global Equity Y | Owns companies we recommend for divestment | 16 | 18 | 35 | 18 | X | Global Large-Stock Blend |
| SMXAX | SEI Extended Market Index A (SIIT) | Owns companies we recommend for divestment | 16 | 15 | 17 | 20 | X | Mid-Cap Blend |
| SSMJX | State Street Small/Mid Cap Equity Idx A | Owns companies we recommend for divestment | 16 | 16 | 17 | 20 | X | Mid-Cap Blend |
| SSMLX | State Street Small/Mid Cap Equity Idx I | Owns companies we recommend for divestment | 16 | 16 | 17 | 20 | X | Mid-Cap Blend |
| SSMKX | State Street Small/Mid Cap Equity Idx K | Owns companies we recommend for divestment | 16 | 16 | 17 | 20 | X | Mid-Cap Blend |
| SSMHX | State Street Small/Mid Cap Equity Index | Owns companies we recommend for divestment | 16 | 16 | 17 | 20 | X | Mid-Cap Blend |
| PHEFX | T. Rowe Price Hedged Equity | Owns companies we recommend for divestment | 16 | 14 | 27 | 19 | X | Equity Hedged |
| PHEIX | T. Rowe Price Hedged Equity I | Owns companies we recommend for divestment | 16 | 14 | 27 | 19 | X | Equity Hedged |
| HIMCX | Hartford MidCap HLS IA | Owns companies we recommend for divestment | 2 | 1 | 1 | 3 | X | Mid-Cap Growth |
| JULGX | JHancock Multimanager Lifestyle Gr R6 | Owns companies we recommend for divestment | 81 | 51 | 140 | 58 | X | Moderately Aggressive Allocation |
| HFMCX | Hartford MidCap A | Owns companies we recommend for divestment | 2 | 1 | 1 | 3 | X | Mid-Cap Growth |
| HWAAX | Hotchkis & Wiley Value Opps A | Owns companies we recommend for divestment | 1 | 5 | 5 | 4 | X | Mid-Cap Value |
| PXWIX | Impax Ellevate Global Women's Ldr Instl | Owns companies we recommend for divestment | 1 | 7 | 8 | 7 | V | Global Large-Stock Blend |
| MSILX | iMGP Intl Instl | Owns companies we recommend for divestment | 1 | 0 | 2 | 0 | X | Foreign Large Blend |
| IMANX | Iman K | Owns companies we recommend for divestment | 1 | 3 | 7 | 4 | X | Large Growth |
| IEQAX | ICON Equity Income Investor | Owns companies we recommend for divestment | 1 | 1 | 2 | 1 | X | Aggressive Allocation |
| IOEZX | ICON Equity Income Institutional | Owns companies we recommend for divestment | 1 | 1 | 2 | 1 | X | Aggressive Allocation |
| HOMPX | HW Opportunities MP | Owns companies we recommend for divestment | 1 | 4 | 4 | 3 | X | Mid-Cap Value |
| HWAZX | Hotchkis & Wiley Value Opps Z | Owns companies we recommend for divestment | 1 | 5 | 5 | 4 | X | Mid-Cap Value |
| HWAIX | Hotchkis & Wiley Value Opps Instl | Owns companies we recommend for divestment | 1 | 5 | 5 | 4 | X | Mid-Cap Value |
| HWACX | Hotchkis & Wiley Value Opps C | Owns companies we recommend for divestment | 1 | 5 | 5 | 4 | X | Mid-Cap Value |
| HWVZX | Hotchkis & Wiley Sm Cp Divers Val Z | Owns companies we recommend for divestment | 1 | 2 | 1 | 3 | X | Small Value |
| PAXLX | Impax Large Cap Fund Individual Investor | Owns companies we recommend for divestment | 1 | 5 | 5 | 4 | V | Large Blend |
| HWVIX | Hotchkis & Wiley Sm Cp Divers Val I | Owns companies we recommend for divestment | 1 | 2 | 1 | 3 | X | Small Value |
| HWVAX | Hotchkis & Wiley Sm Cp Divers Val A | Owns companies we recommend for divestment | 1 | 2 | 1 | 3 | X | Small Value |
| HWMIX | Hotchkis & Wiley Mid-Cap Value I | Owns companies we recommend for divestment | 1 | 2 | 1 | 2 | X | Mid-Cap Value |
| HWMAX | Hotchkis & Wiley Mid-Cap Value A | Owns companies we recommend for divestment | 1 | 2 | 1 | 2 | X | Mid-Cap Value |
| HWMZX | Hotchkis & Wiley Mid Cap Value Z | Owns companies we recommend for divestment | 1 | 2 | 1 | 2 | X | Mid-Cap Value |
| HRSIX | Hood River Small-Cap Growth Retirement | Owns companies we recommend for divestment | 1 | 1 | 1 | 2 | X | Small Growth |
| HRSRX | Hood River Small-Cap Growth Investor | Owns companies we recommend for divestment | 1 | 1 | 1 | 2 | X | Small Growth |
| HRSMX | Hood River Small-Cap Growth Instl | Owns companies we recommend for divestment | 1 | 1 | 1 | 2 | X | Small Growth |
| HRNRX | Hood River New Opportunities Retirement | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Mid-Cap Growth |
| PXWEX | Impax Ellevate Global Women's Ldr Inv | Owns companies we recommend for divestment | 1 | 7 | 8 | 7 | V | Global Large-Stock Blend |
| PXLIX | Impax Large Cap Fund Institutional | Owns companies we recommend for divestment | 1 | 5 | 5 | 4 | V | Large Blend |
| HRNOX | Hood River New Opportunities Inst | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Mid-Cap Growth |
| ICPAX | Integrity Mid-North American Resources A | Owns companies we recommend for divestment | 1 | 0 | 3 | 0 | X | Equity Energy |
| VAFIX | Invesco American Franchise Y | Owns companies we recommend for divestment | 1 | 4 | 7 | 4 | X | Large Growth |
| VAFFX | Invesco American Franchise R6 | Owns companies we recommend for divestment | 1 | 4 | 7 | 4 | X | Large Growth |
| VAFNX | Invesco American Franchise R5 | Owns companies we recommend for divestment | 1 | 4 | 7 | 4 | X | Large Growth |
| VAFRX | Invesco American Franchise R | Owns companies we recommend for divestment | 1 | 4 | 7 | 4 | X | Large Growth |
| VAFCX | Invesco American Franchise C | Owns companies we recommend for divestment | 1 | 4 | 7 | 4 | X | Large Growth |
| VAFAX | Invesco American Franchise A | Owns companies we recommend for divestment | 1 | 4 | 7 | 4 | X | Large Growth |
| IGPT | Invesco AI and Next Gen Software ETF | Owns companies we recommend for divestment | 1 | 2 | 5 | 1 | X | Technology |
| ICWIX | Integrity Mid-North American Resources I | Owns companies we recommend for divestment | 1 | 0 | 3 | 0 | X | Equity Energy |
| ICPUX | Integrity Mid-North American Resources C | Owns companies we recommend for divestment | 1 | 0 | 3 | 0 | X | Equity Energy |
| IGIVX | Integrity Growth & Income Fund I | Owns companies we recommend for divestment | 1 | 2 | 4 | 3 | V | Large Blend |
| PXGAX | Impax US Sustainable Economy A | Owns companies we recommend for divestment | 1 | 5 | 7 | 5 | V | Large Blend |
| IGIUX | Integrity Growth & Income Fund C | Owns companies we recommend for divestment | 1 | 2 | 4 | 3 | V | Large Blend |
| IGIAX | Integrity Growth & Income Fund A | Owns companies we recommend for divestment | 1 | 2 | 4 | 3 | V | Large Blend |
| WWJD | Inspire International ETF | Owns companies we recommend for divestment | 1 | 1 | 3 | 0 | X | Foreign Large Blend |
| BIBL | Inspire 100 ETF | Owns companies we recommend for divestment | 1 | 0 | 2 | 0 | X | Large Blend |
| LOUP | Innovator Deepwater Frontier Tech ETF | Owns companies we recommend for divestment | 1 | 1 | 0 | 2 | X | Technology |
| SCAP | Infrastructure Capital Small Cap Inc ETF | Owns companies we recommend for divestment | 1 | 2 | 1 | 2 | X | Small Value |
| AMZA | InfraCap MLP ETF | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Energy Limited Partnership |
| PXWGX | Impax US Sustainable Economy Investor | Owns companies we recommend for divestment | 1 | 5 | 7 | 5 | V | Large Blend |
| PWGIX | Impax US Sustainable Economy Instl | Owns companies we recommend for divestment | 1 | 5 | 7 | 5 | V | Large Blend |
| HRNIX | Hood River New Opportunities Investor | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Mid-Cap Growth |
| HNASX | Homestead Growth | Owns companies we recommend for divestment | 1 | 3 | 7 | 4 | X | Large Growth |
| OPOCX | Invesco Discovery A | Owns companies we recommend for divestment | 1 | 1 | 1 | 1 | X | Small Growth |
| HHHSX | Hartford Schroders Emerging Mkts Eq R4 | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| SCUIX | Hartford Schroders US Small Cap Opps I | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Small Blend |
| HOOFX | Hartford Schroders US Small Cap Opps F | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Small Blend |
| HOOCX | Hartford Schroders US Small Cap Opps C | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Small Blend |
| SCUVX | Hartford Schroders US Small Cap Opps A | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Small Blend |
| HSIDX | Hartford Schroders Sust Intl Core SDR | Owns companies we recommend for divestment | 1 | 0 | 1 | 2 | V | Foreign Large Blend |
| HSISX | Hartford Schroders Sust Intl Core I | Owns companies we recommend for divestment | 1 | 0 | 1 | 2 | V | Foreign Large Blend |
| HHHYX | Hartford Schroders Emerging Mkts Eq Y | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| SEMTX | Hartford Schroders Emerging Mkts Eq SDR | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| HHHTX | Hartford Schroders Emerging Mkts Eq R5 | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| HHHRX | Hartford Schroders Emerging Mkts Eq R3 | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| HOOSX | Hartford Schroders US Small Cap Opps R4 | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Small Blend |
| SEMNX | Hartford Schroders Emerging Mkts Eq I | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| HHHFX | Hartford Schroders Emerging Mkts Eq F | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| HHHCX | Hartford Schroders Emerging Mkts Eq C | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| SEMVX | Hartford Schroders Emerging Mkts Eq A | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| HRLYX | Hartford Real Asset Y | Owns companies we recommend for divestment | 1 | 1 | 3 | 0 | X | Global Allocation |
| HRLZX | Hartford Real Asset R6 | Owns companies we recommend for divestment | 1 | 1 | 3 | 0 | X | Global Allocation |
| HRLTX | Hartford Real Asset R5 | Owns companies we recommend for divestment | 1 | 1 | 3 | 0 | X | Global Allocation |
| HRLSX | Hartford Real Asset R4 | Owns companies we recommend for divestment | 1 | 1 | 3 | 0 | X | Global Allocation |
| HRLRX | Hartford Real Asset R3 | Owns companies we recommend for divestment | 1 | 1 | 3 | 0 | X | Global Allocation |
| HOORX | Hartford Schroders US Small Cap Opps R3 | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Small Blend |
| HOOTX | Hartford Schroders US Small Cap Opps R5 | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Small Blend |
| HCMAX | Hillman Value No Load | Owns companies we recommend for divestment | 1 | 3 | 3 | 4 | X | Large Value |
| HSLVX | Hartford Small Cap Growth R6 | Owns companies we recommend for divestment | 1 | 2 | 1 | 3 | X | Small Growth |
| HLFNX | Hennessy Large Cap Financial Investor | Owns companies we recommend for divestment | 1 | 2 | 1 | 1 | X | Financial |
| HILFX | Hennessy Large Cap Financial Instl | Owns companies we recommend for divestment | 1 | 2 | 1 | 1 | X | Financial |
| HEIFX | Hennessy Equity and Income Investor | Owns companies we recommend for divestment | 1 | 2 | 2 | 1 | X | Moderate Allocation |
| HEIIX | Hennessy Equity and Income Institutional | Owns companies we recommend for divestment | 1 | 2 | 2 | 1 | X | Moderate Allocation |
| HRVIX | Heartland Value Plus Investor | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Small Value |
| HNVIX | Heartland Value Plus Institutional | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Small Value |
| HRTVX | Heartland Value Investor | Owns companies we recommend for divestment | 1 | 0 | 1 | 2 | X | Small Value |
| HNTVX | Heartland Value Institutional | Owns companies we recommend for divestment | 1 | 0 | 1 | 2 | X | Small Value |
| HSLYX | Hartford Small Cap Growth Y | Owns companies we recommend for divestment | 1 | 2 | 1 | 3 | X | Small Growth |
| HSLTX | Hartford Small Cap Growth R5 | Owns companies we recommend for divestment | 1 | 2 | 1 | 3 | X | Small Growth |
| SCURX | Hartford Schroders US Small Cap Opps SDR | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Small Blend |
| HSLSX | Hartford Small Cap Growth R4 | Owns companies we recommend for divestment | 1 | 2 | 1 | 3 | X | Small Growth |
| HSLRX | Hartford Small Cap Growth R3 | Owns companies we recommend for divestment | 1 | 2 | 1 | 3 | X | Small Growth |
| HSLIX | Hartford Small Cap Growth I | Owns companies we recommend for divestment | 1 | 2 | 1 | 3 | X | Small Growth |
| HBSGX | Hartford Small Cap Growth HLS IB | Owns companies we recommend for divestment | 1 | 2 | 1 | 3 | X | Small Growth |
| HISCX | Hartford Small Cap Growth HLS IA | Owns companies we recommend for divestment | 1 | 2 | 1 | 3 | X | Small Growth |
| HSLFX | Hartford Small Cap Growth F | Owns companies we recommend for divestment | 1 | 2 | 1 | 3 | X | Small Growth |
| HSLCX | Hartford Small Cap Growth C | Owns companies we recommend for divestment | 1 | 2 | 1 | 3 | X | Small Growth |
| HSLAX | Hartford Small Cap Growth A | Owns companies we recommend for divestment | 1 | 2 | 1 | 3 | X | Small Growth |
| HOOYX | Hartford Schroders US Small Cap Opps Y | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Small Blend |
| PKB | Invesco Building & Construction ETF | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Industrials |
| ODICX | Invesco Discovery C | Owns companies we recommend for divestment | 1 | 1 | 1 | 1 | X | Small Growth |
| HRLFX | Hartford Real Asset F | Owns companies we recommend for divestment | 1 | 1 | 3 | 0 | X | Global Allocation |
| PWB | Invesco Large Cap Growth ETF | Owns companies we recommend for divestment | 1 | 5 | 7 | 3 | X | Large Growth |
| XMLV | Invesco S&P MidCap Low Volatility ETF | Owns companies we recommend for divestment | 1 | 2 | 0 | 1 | X | Small Blend |
| RFV | Invesco S&P MidCap 400® Pure Value ETF | Owns companies we recommend for divestment | 1 | 2 | 4 | 2 | X | Small Value |
| RFG | Invesco S&P MidCap 400® Pure Growth ETF | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Mid-Cap Growth |
| IDLV | Invesco S&P Intl Dev Low Vol ETF | Owns companies we recommend for divestment | 1 | 2 | 2 | 3 | X | Foreign Large Blend |
| SPMV | Invesco S&P 500 Minimum Variance ETF | Owns companies we recommend for divestment | 1 | 6 | 9 | 6 | X | Large Blend |
| PXH | Invesco RAFI Emerging Markets ETF | Owns companies we recommend for divestment | 1 | 0 | 4 | 0 | X | Diversified Emerging Mkts |
| QQLV | Invesco QQQ Low Volatility ETF | Owns companies we recommend for divestment | 1 | 2 | 3 | 1 | X | Large Blend |
| QOWZ | Invesco Nasdaq Free CA Flw Achiev ETF | Owns companies we recommend for divestment | 1 | 0 | 2 | 3 | X | Large Growth |
| ERTH | Invesco MSCI Sustainable Future ETF | Owns companies we recommend for divestment | 1 | 0 | 7 | 0 | V | Global Large-Stock Growth |
| IPKW | Invesco Intl BuyBack Achiev™ ETF | Owns companies we recommend for divestment | 1 | 1 | 3 | 1 | X | Foreign Large Value |
| SMEAX | Invesco Small Cap Equity A | Owns companies we recommend for divestment | 1 | 1 | 1 | 1 | X | Small Blend |
| OSMYX | Invesco International Small-Mid Com Y | Owns companies we recommend for divestment | 1 | 1 | 0 | 0 | X | Foreign Small/Mid Growth |
| OSCIX | Invesco International Small-Mid Com R6 | Owns companies we recommend for divestment | 1 | 1 | 0 | 0 | X | Foreign Small/Mid Growth |
| INSLX | Invesco International Small-Mid Com R5 | Owns companies we recommend for divestment | 1 | 1 | 0 | 0 | X | Foreign Small/Mid Growth |
| OSMNX | Invesco International Small-Mid Com R | Owns companies we recommend for divestment | 1 | 1 | 0 | 0 | X | Foreign Small/Mid Growth |
| OSMCX | Invesco International Small-Mid Com C | Owns companies we recommend for divestment | 1 | 1 | 0 | 0 | X | Foreign Small/Mid Growth |
| OSMAX | Invesco International Small-Mid Com A | Owns companies we recommend for divestment | 1 | 1 | 0 | 0 | X | Foreign Small/Mid Growth |
| PID | Invesco International Div Achiev ETF | Owns companies we recommend for divestment | 1 | 1 | 1 | 2 | X | Foreign Large Value |
| PSP | Invesco Global Listed Private Equity ETF | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Global Small/Mid Stock |
| GLVYX | Invesco Global Focus Y | Owns companies we recommend for divestment | 1 | 4 | 6 | 5 | X | Global Large-Stock Growth |
| PSCD | Invesco S&P SmallCap Cnsmr Discret ETF | Owns companies we recommend for divestment | 1 | 1 | 2 | 0 | X | Consumer Cyclical |
| SMECX | Invesco Small Cap Equity C | Owns companies we recommend for divestment | 1 | 1 | 1 | 1 | X | Small Blend |
| GFFDX | Invesco Global Focus R5 | Owns companies we recommend for divestment | 1 | 4 | 6 | 5 | X | Global Large-Stock Growth |
| TAN | Invesco Solar ETF | Owns companies we recommend for divestment | 1 | 0 | 5 | 0 | V | Miscellaneous Sector |
| FTCHX | Invesco Technology Investor | Owns companies we recommend for divestment | 1 | 4 | 6 | 5 | X | Technology |
| ITHCX | Invesco Technology C | Owns companies we recommend for divestment | 1 | 4 | 6 | 5 | X | Technology |
| ITYAX | Invesco Technology A | Owns companies we recommend for divestment | 1 | 4 | 6 | 5 | X | Technology |
| MLPTX | Invesco SteelPath MLP Select 40 Y | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Energy Limited Partnership |
| OSPSX | Invesco SteelPath MLP Select 40 R6 | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Energy Limited Partnership |
| SPMVX | Invesco SteelPath MLP Select 40 R5 | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Energy Limited Partnership |
| SPMWX | Invesco SteelPath MLP Select 40 R | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Energy Limited Partnership |
| MLPEX | Invesco SteelPath MLP Select 40 C | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Energy Limited Partnership |
| MLPFX | Invesco SteelPath MLP Select 40 A | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Energy Limited Partnership |
| GTSYX | Invesco Small Cap Growth Y | Owns companies we recommend for divestment | 1 | 1 | 2 | 1 | X | Small Growth |
| SMERX | Invesco Small Cap Equity R | Owns companies we recommend for divestment | 1 | 1 | 1 | 1 | X | Small Blend |
| GTSFX | Invesco Small Cap Growth R6 | Owns companies we recommend for divestment | 1 | 1 | 2 | 1 | X | Small Growth |
| GTSVX | Invesco Small Cap Growth R5 | Owns companies we recommend for divestment | 1 | 1 | 2 | 1 | X | Small Growth |
| GTSRX | Invesco Small Cap Growth R | Owns companies we recommend for divestment | 1 | 1 | 2 | 1 | X | Small Growth |
| GTSIX | Invesco Small Cap Growth Inv | Owns companies we recommend for divestment | 1 | 1 | 2 | 1 | X | Small Growth |
| GTSDX | Invesco Small Cap Growth C | Owns companies we recommend for divestment | 1 | 1 | 2 | 1 | X | Small Growth |
| GTSAX | Invesco Small Cap Growth A | Owns companies we recommend for divestment | 1 | 1 | 2 | 1 | X | Small Growth |
| SMEYX | Invesco Small Cap Equity Y | Owns companies we recommend for divestment | 1 | 1 | 1 | 1 | X | Small Blend |
| SMEFX | Invesco Small Cap Equity R6 | Owns companies we recommend for divestment | 1 | 1 | 1 | 1 | X | Small Blend |
| SMEIX | Invesco Small Cap Equity R5 | Owns companies we recommend for divestment | 1 | 1 | 1 | 1 | X | Small Blend |
| GLVIX | Invesco Global Focus R6 | Owns companies we recommend for divestment | 1 | 4 | 6 | 5 | X | Global Large-Stock Growth |
| GLVNX | Invesco Global Focus R | Owns companies we recommend for divestment | 1 | 4 | 6 | 5 | X | Global Large-Stock Growth |
| OPTFX | Invesco Discovery Large Cap A | Owns companies we recommend for divestment | 1 | 5 | 5 | 5 | X | Large Growth |
| DWAS | Invesco Dorsey Wright SmallCap Momt ETF | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Small Blend |
| ESMAX | Invesco EQV Euro Small Company A | Owns companies we recommend for divestment | 1 | 1 | 1 | 0 | X | Europe Stock |
| IENYX | Invesco Energy Y | Owns companies we recommend for divestment | 1 | 0 | 2 | 0 | X | Equity Energy |
| IENSX | Invesco Energy R6 | Owns companies we recommend for divestment | 1 | 0 | 2 | 0 | X | Equity Energy |
| IENIX | Invesco Energy R5 | Owns companies we recommend for divestment | 1 | 0 | 2 | 0 | X | Equity Energy |
| FSTEX | Invesco Energy Inv | Owns companies we recommend for divestment | 1 | 0 | 2 | 0 | X | Equity Energy |
| PXE | Invesco Energy Exploration & Prod ETF | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Equity Energy |
| IEFCX | Invesco Energy C | Owns companies we recommend for divestment | 1 | 0 | 2 | 0 | X | Equity Energy |
| IENAX | Invesco Energy A | Owns companies we recommend for divestment | 1 | 0 | 2 | 0 | X | Equity Energy |
| PTF | Invesco Dorsey Wright Technology MomtETF | Owns companies we recommend for divestment | 1 | 1 | 4 | 2 | X | Technology |
| PXI | Invesco Dorsey Wright Energy MomentumETF | Owns companies we recommend for divestment | 1 | 0 | 2 | 0 | X | Equity Energy |
| ESMSX | Invesco EQV Euro Small Company R6 | Owns companies we recommend for divestment | 1 | 1 | 1 | 0 | X | Europe Stock |
| ODIYX | Invesco Discovery Y | Owns companies we recommend for divestment | 1 | 1 | 1 | 1 | X | Small Growth |
| ODIIX | Invesco Discovery R6 | Owns companies we recommend for divestment | 1 | 1 | 1 | 1 | X | Small Growth |
| DIGGX | Invesco Discovery R5 | Owns companies we recommend for divestment | 1 | 1 | 1 | 1 | X | Small Growth |
| ODINX | Invesco Discovery R | Owns companies we recommend for divestment | 1 | 1 | 1 | 1 | X | Small Growth |
| OTCYX | Invesco Discovery Large Cap Y | Owns companies we recommend for divestment | 1 | 5 | 5 | 5 | X | Large Growth |
| OPTIX | Invesco Discovery Large Cap R6 | Owns companies we recommend for divestment | 1 | 5 | 5 | 5 | X | Large Growth |
| CPTUX | Invesco Discovery Large Cap R5 | Owns companies we recommend for divestment | 1 | 5 | 5 | 5 | X | Large Growth |
| OTCNX | Invesco Discovery Large Cap R | Owns companies we recommend for divestment | 1 | 5 | 5 | 5 | X | Large Growth |
| OTFCX | Invesco Discovery Large Cap C | Owns companies we recommend for divestment | 1 | 5 | 5 | 5 | X | Large Growth |
| ESMCX | Invesco EQV Euro Small Company C | Owns companies we recommend for divestment | 1 | 1 | 1 | 0 | X | Europe Stock |
| ESMYX | Invesco EQV Euro Small Company Y | Owns companies we recommend for divestment | 1 | 1 | 1 | 0 | X | Europe Stock |
| GLVCX | Invesco Global Focus C | Owns companies we recommend for divestment | 1 | 4 | 6 | 5 | X | Global Large-Stock Growth |
| QQMG | Invesco ESG NASDAQ 100 ETF | Owns companies we recommend for divestment | 1 | 5 | 12 | 5 | V | Large Growth |
| GLVAX | Invesco Global Focus A | Owns companies we recommend for divestment | 1 | 4 | 6 | 5 | X | Global Large-Stock Growth |
| AWSYX | Invesco Global Core Equity Y | Owns companies we recommend for divestment | 1 | 6 | 8 | 7 | X | Global Large-Stock Blend |
| AWSSX | Invesco Global Core Equity R6 | Owns companies we recommend for divestment | 1 | 6 | 8 | 7 | X | Global Large-Stock Blend |
| AWSIX | Invesco Global Core Equity R5 | Owns companies we recommend for divestment | 1 | 6 | 8 | 7 | X | Global Large-Stock Blend |
| AWSRX | Invesco Global Core Equity R | Owns companies we recommend for divestment | 1 | 6 | 8 | 7 | X | Global Large-Stock Blend |
| AWSCX | Invesco Global Core Equity C | Owns companies we recommend for divestment | 1 | 6 | 8 | 7 | X | Global Large-Stock Blend |
| AWSAX | Invesco Global Core Equity A | Owns companies we recommend for divestment | 1 | 6 | 8 | 7 | X | Global Large-Stock Blend |
| PBD | Invesco Global Clean Energy ETF | Owns companies we recommend for divestment | 1 | 0 | 5 | 0 | V | Global Small/Mid Stock |
| PBJ | Invesco Food & Beverage ETF | Owns companies we recommend for divestment | 1 | 3 | 2 | 0 | X | Consumer Defensive |
| IEGYX | Invesco EQV Intl Small Company Y | Owns companies we recommend for divestment | 1 | 1 | 1 | 0 | X | Foreign Small/Mid Blend |
| AIIEX | Invesco EQV International Equity A | Owns companies we recommend for divestment | 1 | 1 | 3 | 2 | X | Foreign Large Growth |
| IEGFX | Invesco EQV Intl Small Company R6 | Owns companies we recommend for divestment | 1 | 1 | 1 | 0 | X | Foreign Small/Mid Blend |
| IEGIX | Invesco EQV Intl Small Company R5 | Owns companies we recommend for divestment | 1 | 1 | 1 | 0 | X | Foreign Small/Mid Blend |
| IEGCX | Invesco EQV Intl Small Company C | Owns companies we recommend for divestment | 1 | 1 | 1 | 0 | X | Foreign Small/Mid Blend |
| IEGAX | Invesco EQV Intl Small Company A | Owns companies we recommend for divestment | 1 | 1 | 1 | 0 | X | Foreign Small/Mid Blend |
| AIIYX | Invesco EQV International Equity Y | Owns companies we recommend for divestment | 1 | 1 | 3 | 2 | X | Foreign Large Growth |
| IGFRX | Invesco EQV International Equity R6 | Owns companies we recommend for divestment | 1 | 1 | 3 | 2 | X | Foreign Large Growth |
| AIEVX | Invesco EQV International Equity R5 | Owns companies we recommend for divestment | 1 | 1 | 3 | 2 | X | Foreign Large Growth |
| AIERX | Invesco EQV International Equity R | Owns companies we recommend for divestment | 1 | 1 | 3 | 2 | X | Foreign Large Growth |
| AIECX | Invesco EQV International Equity C | Owns companies we recommend for divestment | 1 | 1 | 3 | 2 | X | Foreign Large Growth |
| HRLIX | Hartford Real Asset I | Owns companies we recommend for divestment | 1 | 1 | 3 | 0 | X | Global Allocation |
| HRLCX | Hartford Real Asset C | Owns companies we recommend for divestment | 1 | 1 | 3 | 0 | X | Global Allocation |
| FTPSX | Invesco Technology R6 | Owns companies we recommend for divestment | 1 | 4 | 6 | 5 | X | Technology |
| GABUX | Gabelli Utilities AAA | Owns companies we recommend for divestment | 1 | 0 | 3 | 0 | X | Utilities |
| GTLLX | Glenmede Disciplined US Growth Eq Ptf | Owns companies we recommend for divestment | 1 | 3 | 10 | 4 | X | Large Growth |
| GENW | Genter Capital International Div ETF | Owns companies we recommend for divestment | 1 | 0 | 2 | 1 | X | Foreign Large Value |
| GCSVX | Geneva SMID Cap Growth Institutional | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Mid-Cap Growth |
| GVCIX | Gabelli Value 25 I | Owns companies we recommend for divestment | 1 | 0 | 5 | 0 | X | Mid-Cap Value |
| GVCCX | Gabelli Value 25 C | Owns companies we recommend for divestment | 1 | 0 | 5 | 0 | X | Mid-Cap Value |
| GVCAX | Gabelli Value 25 AAA | Owns companies we recommend for divestment | 1 | 0 | 5 | 0 | X | Mid-Cap Value |
| GABVX | Gabelli Value 25 A | Owns companies we recommend for divestment | 1 | 0 | 5 | 0 | X | Mid-Cap Value |
| GAUIX | Gabelli Utilities I | Owns companies we recommend for divestment | 1 | 0 | 3 | 0 | X | Utilities |
| GUXPX | Gabelli Utilities C | Owns companies we recommend for divestment | 1 | 0 | 3 | 0 | X | Utilities |
| GAUAX | Gabelli Utilities A | Owns companies we recommend for divestment | 1 | 0 | 3 | 0 | X | Utilities |
| GTCSX | Glenmede Small Cap Equity Adv | Owns companies we recommend for divestment | 1 | 0 | 2 | 1 | X | Small Blend |
| GIIGX | Gabelli International Growth I | Owns companies we recommend for divestment | 1 | 0 | 2 | 2 | X | Foreign Large Growth |
| GCIGX | Gabelli International Growth C | Owns companies we recommend for divestment | 1 | 0 | 2 | 2 | X | Foreign Large Growth |
| GIGRX | Gabelli International Growth AAA | Owns companies we recommend for divestment | 1 | 0 | 2 | 2 | X | Foreign Large Growth |
| GAIGX | Gabelli International Growth A | Owns companies we recommend for divestment | 1 | 0 | 2 | 2 | X | Foreign Large Growth |
| GGRW | Gabelli Growth Innovators ETF | Owns companies we recommend for divestment | 1 | 4 | 6 | 3 | X | Technology |
| GGCIX | Gabelli Growth I | Owns companies we recommend for divestment | 1 | 5 | 7 | 4 | X | Large Growth |
| GGCCX | Gabelli Growth C | Owns companies we recommend for divestment | 1 | 5 | 7 | 4 | X | Large Growth |
| GABGX | Gabelli Growth AAA | Owns companies we recommend for divestment | 1 | 5 | 7 | 4 | X | Large Growth |
| GGCAX | Gabelli Growth A | Owns companies we recommend for divestment | 1 | 5 | 7 | 4 | X | Large Growth |
| GTILX | Glenmede Disciplined USGrEqPtf InstlShrs | Owns companies we recommend for divestment | 1 | 3 | 10 | 4 | X | Large Growth |
| GTSCX | Glenmede Small Cap Equity Instl | Owns companies we recommend for divestment | 1 | 0 | 2 | 1 | X | Small Blend |
| GGGCX | Gabelli Global Growth C | Owns companies we recommend for divestment | 1 | 4 | 7 | 5 | X | Global Large-Stock Growth |
| GTMIX | GMO International Opportunistic Val III | Owns companies we recommend for divestment | 1 | 2 | 7 | 4 | X | Foreign Large Value |
| GLCCX | Goldman Sachs Large Cap Gr Insghts C | Owns companies we recommend for divestment | 1 | 6 | 9 | 6 | X | Large Growth |
| GLCGX | Goldman Sachs Large Cap Gr Insghts A | Owns companies we recommend for divestment | 1 | 6 | 9 | 6 | X | Large Growth |
| GTEK | Goldman Sachs Future Tech Leaders Eq ETF | Owns companies we recommend for divestment | 1 | 1 | 1 | 1 | X | Technology |
| GEM | Goldman Sachs ActiveBeta® EMkts Eq ETF | Owns companies we recommend for divestment | 1 | 0 | 6 | 0 | X | Diversified Emerging Mkts |
| GCAVX | GMO US Small Cap Value VI | Owns companies we recommend for divestment | 1 | 3 | 4 | 4 | X | Small Value |
| GMAEX | GMO Quality Cyclicals VI | Owns companies we recommend for divestment | 1 | 1 | 5 | 1 | X | Global Large-Stock Blend |
| GMAOX | GMO Quality Cyclicals I | Owns companies we recommend for divestment | 1 | 1 | 5 | 1 | X | Global Large-Stock Blend |
| GMO International Opportunistic Val R6 | Owns companies we recommend for divestment | 1 | 2 | 7 | 4 | X | Foreign Large Value |
| GMAZX | GMO International Opportunistic Val IV | Owns companies we recommend for divestment | 1 | 2 | 7 | 4 | X | Foreign Large Value |
| IOVFX | GMO International Opportunistic Val I | Owns companies we recommend for divestment | 1 | 2 | 7 | 4 | X | Foreign Large Value |
| DRIV | Global X Atnms & Elctrc Vhcls ETF | Owns companies we recommend for divestment | 1 | 4 | 9 | 5 | V | Miscellaneous Sector |
| GMCFX | GMO International Equity IV | Owns companies we recommend for divestment | 1 | 0 | 7 | 3 | X | Foreign Large Value |
| GMOIX | GMO International Equity III | Owns companies we recommend for divestment | 1 | 0 | 7 | 3 | X | Foreign Large Value |
| GMOUX | GMO International Equity I | Owns companies we recommend for divestment | 1 | 0 | 7 | 3 | X | Foreign Large Value |
| BCHI | GMO Beyond China ETF | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| SDIV | Global X SuperDividend™ ETF | Owns companies we recommend for divestment | 1 | 0 | 2 | 0 | X | Global Small/Mid Stock |
| RNRG | Global X Renewable Energy Producers ETF | Owns companies we recommend for divestment | 1 | 0 | 2 | 0 | V | Equity Energy |
| GXDW | Global X Dorsey Wright Thematic ETF | Owns companies we recommend for divestment | 1 | 1 | 13 | 1 | X | Global Small/Mid Stock |
| CLOU | Global X Cloud Computing ETF | Owns companies we recommend for divestment | 1 | 3 | 4 | 4 | X | Technology |
| AQWA | Global X Clean Water ETF | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | V | Natural Resources |
| GGGIX | Gabelli Global Growth I | Owns companies we recommend for divestment | 1 | 4 | 7 | 5 | X | Global Large-Stock Growth |
| GICPX | Gabelli Global Growth AAA | Owns companies we recommend for divestment | 1 | 4 | 7 | 5 | X | Global Large-Stock Growth |
| GLCTX | Goldman Sachs Large Cap Gr Insghts Inv | Owns companies we recommend for divestment | 1 | 6 | 9 | 6 | X | Large Growth |
| FMDRX | Franklin Mutual Global Discovery R6 | Owns companies we recommend for divestment | 1 | 1 | 1 | 1 | X | Global Large-Stock Value |
| FCSGX | Franklin Small Cap Growth C | Owns companies we recommend for divestment | 1 | 1 | 0 | 2 | X | Small Growth |
| FSSAX | Franklin Small Cap Growth Adv | Owns companies we recommend for divestment | 1 | 1 | 0 | 2 | X | Small Growth |
| FSGRX | Franklin Small Cap Growth A | Owns companies we recommend for divestment | 1 | 1 | 0 | 2 | X | Small Growth |
| MEURX | Franklin Mutual International Value Z | Owns companies we recommend for divestment | 1 | 1 | 3 | 2 | X | Foreign Large Value |
| FMEUX | Franklin Mutual International Value R6 | Owns companies we recommend for divestment | 1 | 1 | 3 | 2 | X | Foreign Large Value |
| FMURX | Franklin Mutual International Value R | Owns companies we recommend for divestment | 1 | 1 | 3 | 2 | X | Foreign Large Value |
| TEURX | Franklin Mutual International Value C | Owns companies we recommend for divestment | 1 | 1 | 3 | 2 | X | Foreign Large Value |
| TEMIX | Franklin Mutual International Value A | Owns companies we recommend for divestment | 1 | 1 | 3 | 2 | X | Foreign Large Value |
| MDISX | Franklin Mutual Global Discovery Z | Owns companies we recommend for divestment | 1 | 1 | 1 | 1 | X | Global Large-Stock Value |
| TEDRX | Franklin Mutual Global Discovery R | Owns companies we recommend for divestment | 1 | 1 | 1 | 1 | X | Global Large-Stock Value |
| FSMLX | Franklin Small Cap Growth R6 | Owns companies we recommend for divestment | 1 | 1 | 0 | 2 | X | Small Growth |
| TEDSX | Franklin Mutual Global Discovery C | Owns companies we recommend for divestment | 1 | 1 | 1 | 1 | X | Global Large-Stock Value |
| TEDIX | Franklin Mutual Global Discovery A | Owns companies we recommend for divestment | 1 | 1 | 1 | 1 | X | Global Large-Stock Value |
| BEGRX | Franklin Mutual Beacon Z | Owns companies we recommend for divestment | 1 | 2 | 2 | 1 | X | Global Large-Stock Value |
| FMBRX | Franklin Mutual Beacon R6 | Owns companies we recommend for divestment | 1 | 2 | 2 | 1 | X | Global Large-Stock Value |
| Franklin Mutual Beacon R | Owns companies we recommend for divestment | 1 | 2 | 2 | 1 | X | Global Large-Stock Value |
| TEMEX | Franklin Mutual Beacon C | Owns companies we recommend for divestment | 1 | 2 | 2 | 1 | X | Global Large-Stock Value |
| TEBIX | Franklin Mutual Beacon A | Owns companies we recommend for divestment | 1 | 2 | 2 | 1 | X | Global Large-Stock Value |
| FILRX | Franklin Intl Growth R6 | Owns companies we recommend for divestment | 1 | 1 | 0 | 0 | X | Foreign Large Growth |
| FNGRX | Franklin Intl Growth R | Owns companies we recommend for divestment | 1 | 1 | 0 | 0 | X | Foreign Large Growth |
| FSSRX | Franklin Small Cap Growth R | Owns companies we recommend for divestment | 1 | 1 | 0 | 2 | X | Small Growth |
| FRSGX | Franklin Small-Mid Cap Growth A | Owns companies we recommend for divestment | 1 | 1 | 0 | 2 | X | Mid-Cap Growth |
| GGGAX | Gabelli Global Growth A | Owns companies we recommend for divestment | 1 | 4 | 7 | 5 | X | Global Large-Stock Growth |
| FTHSX | FullerThaler Behavioral Sm-Cp Eq Inst | Owns companies we recommend for divestment | 1 | 0 | 0 | 2 | X | Small Blend |
| GAST | Gabelli Automation ETF | Owns companies we recommend for divestment | 1 | 2 | 3 | 3 | X | Technology |
| KNOW | Fundamentals First ETF | Owns companies we recommend for divestment | 1 | 2 | 3 | 1 | X | Moderately Aggressive Allocation |
| FTXSX | FullerThaler Behavioral Sm-Cp GrInstl | Owns companies we recommend for divestment | 1 | 1 | 1 | 1 | X | Small Growth |
| FTXFX | FullerThaler Behavioral Sm-Cp Gr R6 | Owns companies we recommend for divestment | 1 | 1 | 1 | 1 | X | Small Growth |
| FTXNX | FullerThaler Behavioral Sm-Cp Gr Inv | Owns companies we recommend for divestment | 1 | 1 | 1 | 1 | X | Small Growth |
| FTXCX | FullerThaler Behavioral Sm-Cp Gr C | Owns companies we recommend for divestment | 1 | 1 | 1 | 1 | X | Small Growth |
| FTXAX | FullerThaler Behavioral Sm-Cp Gr A | Owns companies we recommend for divestment | 1 | 1 | 1 | 1 | X | Small Growth |
| FTHFX | FullerThaler Behavioral Sm-Cp Eq R6 | Owns companies we recommend for divestment | 1 | 0 | 0 | 2 | X | Small Blend |
| FTHNX | FullerThaler Behavioral Sm-Cp Eq Inv | Owns companies we recommend for divestment | 1 | 0 | 0 | 2 | X | Small Blend |
| FTYCX | FullerThaler Behavioral Sm-Cp Eq C | Owns companies we recommend for divestment | 1 | 0 | 0 | 2 | X | Small Blend |
| FSGAX | Franklin Small-Mid Cap Growth Adv | Owns companies we recommend for divestment | 1 | 1 | 0 | 2 | X | Mid-Cap Growth |
| FTHAX | FullerThaler Behavioral Sm-Cp Eq A | Owns companies we recommend for divestment | 1 | 0 | 0 | 2 | X | Small Blend |
| RJMG | FT Raymond James Multcp Gr Eq ETF | Owns companies we recommend for divestment | 1 | 5 | 6 | 3 | X | Large Growth |
| EIPX | FT Energy Income Partners Strategy ETF | Owns companies we recommend for divestment | 1 | 0 | 3 | 0 | X | Equity Energy |
| FACEX | Frost Growth Equity Investor | Owns companies we recommend for divestment | 1 | 5 | 9 | 5 | X | Large Growth |
| FICEX | Frost Growth Equity Inst | Owns companies we recommend for divestment | 1 | 5 | 9 | 5 | X | Large Growth |
| FRDM | Freedom 100 Emerging Markets ETF | Owns companies we recommend for divestment | 1 | 0 | 2 | 0 | X | Diversified Emerging Mkts |
| FMGGX | Franklin Small-Mid Cap Growth R6 | Owns companies we recommend for divestment | 1 | 1 | 0 | 2 | X | Mid-Cap Growth |
| FSMRX | Franklin Small-Mid Cap Growth R | Owns companies we recommend for divestment | 1 | 1 | 0 | 2 | X | Mid-Cap Growth |
| FRSIX | Franklin Small-Mid Cap Growth C | Owns companies we recommend for divestment | 1 | 1 | 0 | 2 | X | Mid-Cap Growth |
| GCGIX | Goldman Sachs Large Cap Gr Insghts Instl | Owns companies we recommend for divestment | 1 | 6 | 9 | 6 | X | Large Growth |
| GMZPX | Goldman Sachs Large Cap Gr Insghts P | Owns companies we recommend for divestment | 1 | 6 | 9 | 6 | X | Large Growth |
| HRLAX | Hartford Real Asset A | Owns companies we recommend for divestment | 1 | 1 | 3 | 0 | X | Global Allocation |
| GQERX | GQG Partners US Select Quality Eq R6 | Owns companies we recommend for divestment | 1 | 5 | 5 | 5 | X | Large Blend |
| HRISX | Harbor International Small Cap Admin | Owns companies we recommend for divestment | 1 | 1 | 2 | 0 | X | Foreign Small/Mid Value |
| HAPS | Harbor Human Capital Factor US Sm CapETF | Owns companies we recommend for divestment | 1 | 0 | 3 | 2 | X | Small Blend |
| GPTUX | GuidePath® Tactical Allocation Svc | Owns companies we recommend for divestment | 1 | 2 | 4 | 4 | X | Tactical Allocation |
| GMLVX | GuideMark® Emerging Markets Service | Owns companies we recommend for divestment | 1 | 0 | 4 | 0 | X | Diversified Emerging Mkts |
| DARP | Grizzle Growth ETF | Owns companies we recommend for divestment | 1 | 4 | 5 | 4 | X | Large Growth |
| DRUP | GraniteShares Nasdaq Sel Disruptors ETF | Owns companies we recommend for divestment | 1 | 2 | 5 | 4 | X | Technology |
| GPIOX | Grandeur Peak International Opps Inv | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Foreign Small/Mid Growth |
| GPIIX | Grandeur Peak International Opps Instl | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Foreign Small/Mid Growth |
| GPGEX | Grandeur Peak Global Explorer Instl | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Global Small/Mid Stock |
| GQEPX | GQG Partners US Select Quality Eq Inv | Owns companies we recommend for divestment | 1 | 5 | 5 | 5 | X | Large Blend |
| HIISX | Harbor International Small Cap Investor | Owns companies we recommend for divestment | 1 | 1 | 2 | 0 | X | Foreign Small/Mid Value |
| GQEIX | GQG Partners US Select Quality Eq Instl | Owns companies we recommend for divestment | 1 | 5 | 5 | 5 | X | Large Blend |
| GQRRX | GQG Partners Global Quality Equity R6 | Owns companies we recommend for divestment | 1 | 5 | 6 | 5 | X | Global Large-Stock Growth |
| GQRPX | GQG Partners Global Quality Equity Inv | Owns companies we recommend for divestment | 1 | 5 | 6 | 5 | X | Global Large-Stock Growth |
| GQRIX | GQG Partners Global Quality Equity Instl | Owns companies we recommend for divestment | 1 | 5 | 6 | 5 | X | Global Large-Stock Growth |
| GDEUX | Goldman Sachs U.S. Equity ESG R6 | Owns companies we recommend for divestment | 1 | 5 | 5 | 6 | V | Large Blend |
| GRGVX | Goldman Sachs U.S. Equity ESG R | Owns companies we recommend for divestment | 1 | 5 | 5 | 6 | V | Large Blend |
| GALPX | Goldman Sachs U.S. Equity ESG P | Owns companies we recommend for divestment | 1 | 5 | 5 | 6 | V | Large Blend |
| GIRGX | Goldman Sachs U.S. Equity ESG Inv | Owns companies we recommend for divestment | 1 | 5 | 5 | 6 | V | Large Blend |
| GINGX | Goldman Sachs U.S. Equity ESG Ins | Owns companies we recommend for divestment | 1 | 5 | 5 | 6 | V | Large Blend |
| HAISX | Harbor International Small Cap Instl | Owns companies we recommend for divestment | 1 | 1 | 2 | 0 | X | Foreign Small/Mid Value |
| HNISX | Harbor International Small Cap Retire | Owns companies we recommend for divestment | 1 | 1 | 2 | 0 | X | Foreign Small/Mid Value |
| GAGVX | Goldman Sachs U.S. Equity ESG A | Owns companies we recommend for divestment | 1 | 5 | 5 | 6 | V | Large Blend |
| HILAX | Hartford International Value A | Owns companies we recommend for divestment | 1 | 0 | 3 | 1 | X | Foreign Large Value |
| ROSC | Hartford Multifactor Small Cap ETF | Owns companies we recommend for divestment | 1 | 2 | 3 | 2 | X | Small Value |
| HILYX | Hartford International Value Y | Owns companies we recommend for divestment | 1 | 0 | 3 | 1 | X | Foreign Large Value |
| HILUX | Hartford International Value R6 | Owns companies we recommend for divestment | 1 | 0 | 3 | 1 | X | Foreign Large Value |
| HILTX | Hartford International Value R5 | Owns companies we recommend for divestment | 1 | 0 | 3 | 1 | X | Foreign Large Value |
| HILSX | Hartford International Value R4 | Owns companies we recommend for divestment | 1 | 0 | 3 | 1 | X | Foreign Large Value |
| HILRX | Hartford International Value R3 | Owns companies we recommend for divestment | 1 | 0 | 3 | 1 | X | Foreign Large Value |
| HILIX | Hartford International Value I | Owns companies we recommend for divestment | 1 | 0 | 3 | 1 | X | Foreign Large Value |
| HILDX | Hartford International Value F | Owns companies we recommend for divestment | 1 | 0 | 3 | 1 | X | Foreign Large Value |
| HILCX | Hartford International Value C | Owns companies we recommend for divestment | 1 | 0 | 3 | 1 | X | Foreign Large Value |
| HNCYX | Hartford International Growth Y | Owns companies we recommend for divestment | 1 | 1 | 3 | 2 | X | Foreign Large Growth |
| HJIGX | Hardman Johnston Intl Gr Fd Instl Shr | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Foreign Large Growth |
| HNCUX | Hartford International Growth R6 | Owns companies we recommend for divestment | 1 | 1 | 3 | 2 | X | Foreign Large Growth |
| HNCTX | Hartford International Growth R5 | Owns companies we recommend for divestment | 1 | 1 | 3 | 2 | X | Foreign Large Growth |
| HNCSX | Hartford International Growth R4 | Owns companies we recommend for divestment | 1 | 1 | 3 | 2 | X | Foreign Large Growth |
| HNCRX | Hartford International Growth R3 | Owns companies we recommend for divestment | 1 | 1 | 3 | 2 | X | Foreign Large Growth |
| HNCJX | Hartford International Growth I | Owns companies we recommend for divestment | 1 | 1 | 3 | 2 | X | Foreign Large Growth |
| HNCFX | Hartford International Growth F | Owns companies we recommend for divestment | 1 | 1 | 3 | 2 | X | Foreign Large Growth |
| HNCCX | Hartford International Growth C | Owns companies we recommend for divestment | 1 | 1 | 3 | 2 | X | Foreign Large Growth |
| HNCAX | Hartford International Growth A | Owns companies we recommend for divestment | 1 | 1 | 3 | 2 | X | Foreign Large Growth |
| HJIRX | Hardman Johnston Intl Gr Fd Retl Shr | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Foreign Large Growth |
| GCGVX | Goldman Sachs U.S. Equity ESG C | Owns companies we recommend for divestment | 1 | 5 | 5 | 6 | V | Large Blend |
| GITSX | Goldman Sachs Technology Opps Svc | Owns companies we recommend for divestment | 1 | 4 | 7 | 6 | X | Technology |
| GLCRX | Goldman Sachs Large Cap Gr Insghts R | Owns companies we recommend for divestment | 1 | 6 | 9 | 6 | X | Large Growth |
| GSC | Goldman Sachs Small Cap Core Equity ETF | Owns companies we recommend for divestment | 1 | 1 | 1 | 1 | X | Small Blend |
| GSAOX | Goldman Sachs Small Cap Gr Insghts A | Owns companies we recommend for divestment | 1 | 1 | 0 | 2 | X | Small Growth |
| GCSSX | Goldman Sachs Small Cap Eq Insghts Svc | Owns companies we recommend for divestment | 1 | 1 | 2 | 0 | X | Small Blend |
| GCSUX | Goldman Sachs Small Cap Eq Insghts R6 | Owns companies we recommend for divestment | 1 | 1 | 2 | 0 | X | Small Blend |
| GDSRX | Goldman Sachs Small Cap Eq Insghts R | Owns companies we recommend for divestment | 1 | 1 | 2 | 0 | X | Small Blend |
| GMAPX | Goldman Sachs Small Cap Eq Insghts P | Owns companies we recommend for divestment | 1 | 1 | 2 | 0 | X | Small Blend |
| GDSTX | Goldman Sachs Small Cap Eq Insghts Inv | Owns companies we recommend for divestment | 1 | 1 | 2 | 0 | X | Small Blend |
| GCSIX | Goldman Sachs Small Cap Eq Insghts Instl | Owns companies we recommend for divestment | 1 | 1 | 2 | 0 | X | Small Blend |
| GCSCX | Goldman Sachs Small Cap Eq Insghts C | Owns companies we recommend for divestment | 1 | 1 | 2 | 0 | X | Small Blend |
| GCSAX | Goldman Sachs Small Cap Eq Insghts A | Owns companies we recommend for divestment | 1 | 1 | 2 | 0 | X | Small Blend |
| GSRFX | Goldman Sachs Rising Dividend Gr R6 | Owns companies we recommend for divestment | 1 | 5 | 4 | 4 | X | Large Value |
| GSIOX | Goldman Sachs Small Cap Gr Insghts Instl | Owns companies we recommend for divestment | 1 | 1 | 0 | 2 | X | Small Growth |
| GSRRX | Goldman Sachs Rising Dividend Gr R | Owns companies we recommend for divestment | 1 | 5 | 4 | 4 | X | Large Value |
| GMHPX | Goldman Sachs Rising Dividend Gr P | Owns companies we recommend for divestment | 1 | 5 | 4 | 4 | X | Large Value |
| GSRIX | Goldman Sachs Rising Dividend Gr Inv | Owns companies we recommend for divestment | 1 | 5 | 4 | 4 | X | Large Value |
| GSRLX | Goldman Sachs Rising Dividend Gr Instl | Owns companies we recommend for divestment | 1 | 5 | 4 | 4 | X | Large Value |
| GSRCX | Goldman Sachs Rising Dividend Gr C | Owns companies we recommend for divestment | 1 | 5 | 4 | 4 | X | Large Value |
| GSRAX | Goldman Sachs Rising Dividend Gr A | Owns companies we recommend for divestment | 1 | 5 | 4 | 4 | X | Large Value |
| GSEE | Goldman Sachs MarketBeta Emer Mkt Eq ETF | Owns companies we recommend for divestment | 1 | 0 | 9 | 0 | X | Diversified Emerging Mkts |
| GSCLX | Goldman Sachs Large Cap Gr Insghts Svc | Owns companies we recommend for divestment | 1 | 6 | 9 | 6 | X | Large Growth |
| GLCUX | Goldman Sachs Large Cap Gr Insghts R6 | Owns companies we recommend for divestment | 1 | 6 | 9 | 6 | X | Large Growth |
| GSCOX | Goldman Sachs Small Cap Gr Insghts C | Owns companies we recommend for divestment | 1 | 1 | 0 | 2 | X | Small Growth |
| GSTOX | Goldman Sachs Small Cap Gr Insghts Inv | Owns companies we recommend for divestment | 1 | 1 | 0 | 2 | X | Small Growth |
| GTORX | Goldman Sachs Technology Opps R6 | Owns companies we recommend for divestment | 1 | 4 | 7 | 6 | X | Technology |
| GSMVX | Goldman Sachs Small/Mid Cap Value Instl | Owns companies we recommend for divestment | 1 | 2 | 3 | 3 | X | Mid-Cap Blend |
| GSJPX | Goldman Sachs Technology Opps P | Owns companies we recommend for divestment | 1 | 4 | 7 | 6 | X | Technology |
| GISTX | Goldman Sachs Technology Opps Inv | Owns companies we recommend for divestment | 1 | 4 | 7 | 6 | X | Technology |
| GITIX | Goldman Sachs Technology Opps Inst | Owns companies we recommend for divestment | 1 | 4 | 7 | 6 | X | Technology |
| GITCX | Goldman Sachs Technology Opps C | Owns companies we recommend for divestment | 1 | 4 | 7 | 6 | X | Technology |
| GITAX | Goldman Sachs Technology Opps A | Owns companies we recommend for divestment | 1 | 4 | 7 | 6 | X | Technology |
| GMCUX | Goldman Sachs Small/Mid Cap Value R6 | Owns companies we recommend for divestment | 1 | 2 | 3 | 3 | X | Mid-Cap Blend |
| GMVRX | Goldman Sachs Small/Mid Cap Value R | Owns companies we recommend for divestment | 1 | 2 | 3 | 3 | X | Mid-Cap Blend |
| GSVPX | Goldman Sachs Small/Mid Cap Value P | Owns companies we recommend for divestment | 1 | 2 | 3 | 3 | X | Mid-Cap Blend |
| GMVIX | Goldman Sachs Small/Mid Cap Value Inv | Owns companies we recommend for divestment | 1 | 2 | 3 | 3 | X | Mid-Cap Blend |
| GMVCX | Goldman Sachs Small/Mid Cap Value C | Owns companies we recommend for divestment | 1 | 2 | 3 | 3 | X | Mid-Cap Blend |
| GSZPX | Goldman Sachs Small Cap Gr Insghts P | Owns companies we recommend for divestment | 1 | 1 | 0 | 2 | X | Small Growth |
| GMVAX | Goldman Sachs Small/Mid Cap Value A | Owns companies we recommend for divestment | 1 | 2 | 3 | 3 | X | Mid-Cap Blend |
| GTTUX | Goldman Sachs Small Cp Val Insghts R6 | Owns companies we recommend for divestment | 1 | 1 | 3 | 0 | X | Small Value |
| GTTRX | Goldman Sachs Small Cp Val Insghts R | Owns companies we recommend for divestment | 1 | 1 | 3 | 0 | X | Small Value |
| GSXPX | Goldman Sachs Small Cp Val Insghts P | Owns companies we recommend for divestment | 1 | 1 | 3 | 0 | X | Small Value |
| GTTTX | Goldman Sachs Small Cp Val Insghts Inv | Owns companies we recommend for divestment | 1 | 1 | 3 | 0 | X | Small Value |
| GSITX | Goldman Sachs Small Cp Val Insghts Instl | Owns companies we recommend for divestment | 1 | 1 | 3 | 0 | X | Small Value |
| GSCTX | Goldman Sachs Small Cp Val Insghts C | Owns companies we recommend for divestment | 1 | 1 | 3 | 0 | X | Small Value |
| GSATX | Goldman Sachs Small Cp Val Insghts A | Owns companies we recommend for divestment | 1 | 1 | 3 | 0 | X | Small Value |
| GINUX | Goldman Sachs Small Cap Gr Insghts R6 | Owns companies we recommend for divestment | 1 | 1 | 0 | 2 | X | Small Growth |
| GSROX | Goldman Sachs Small Cap Gr Insghts R | Owns companies we recommend for divestment | 1 | 1 | 0 | 2 | X | Small Growth |
| FTPIX | Invesco Technology R5 | Owns companies we recommend for divestment | 1 | 4 | 6 | 5 | X | Technology |
| ITYYX | Invesco Technology Y | Owns companies we recommend for divestment | 1 | 4 | 6 | 5 | X | Technology |
| FNGZX | Franklin Intl Growth Adv | Owns companies we recommend for divestment | 1 | 1 | 0 | 0 | X | Foreign Large Growth |
| LINRX | Lord Abbett International Opp R3 | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Foreign Small/Mid Blend |
| LAIDX | Lord Abbett International Value I | Owns companies we recommend for divestment | 1 | 3 | 2 | 3 | X | Foreign Large Value |
| LIDOX | Lord Abbett International Value F3 | Owns companies we recommend for divestment | 1 | 3 | 2 | 3 | X | Foreign Large Value |
| LIDFX | Lord Abbett International Value F | Owns companies we recommend for divestment | 1 | 3 | 2 | 3 | X | Foreign Large Value |
| LIDCX | Lord Abbett International Value C | Owns companies we recommend for divestment | 1 | 3 | 2 | 3 | X | Foreign Large Value |
| LIDAX | Lord Abbett International Value A | Owns companies we recommend for divestment | 1 | 3 | 2 | 3 | X | Foreign Large Value |
| LOIEX | Lord Abbett International Opps F3 | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Foreign Small/Mid Blend |
| LINVX | Lord Abbett International Opp R6 | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Foreign Small/Mid Blend |
| LINTX | Lord Abbett International Opp R5 | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Foreign Small/Mid Blend |
| LINSX | Lord Abbett International Opp R4 | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Foreign Small/Mid Blend |
| LINQX | Lord Abbett International Opp R2 | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Foreign Small/Mid Blend |
| LIRRX | Lord Abbett International Value R3 | Owns companies we recommend for divestment | 1 | 3 | 2 | 3 | X | Foreign Large Value |
| LINPX | Lord Abbett International Opp P | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Foreign Small/Mid Blend |
| LINYX | Lord Abbett International Opp I | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Foreign Small/Mid Blend |
| LINFX | Lord Abbett International Opp F | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Foreign Small/Mid Blend |
| LINCX | Lord Abbett International Opp C | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Foreign Small/Mid Blend |
| LAIEX | Lord Abbett International Opp A | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Foreign Small/Mid Blend |
| LMVWX | Lord Abbett Focused Small Cap Value R6 | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Small Value |
| LMVVX | Lord Abbett Focused Small Cap Value R5 | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Small Value |
| LMVYX | Lord Abbett Focused Small Cap Value I | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Small Value |
| LMVOX | Lord Abbett Focused Small Cap Value F3 | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Small Value |
| LIDRX | Lord Abbett International Value R2 | Owns companies we recommend for divestment | 1 | 3 | 2 | 3 | X | Foreign Large Value |
| LIRSX | Lord Abbett International Value R4 | Owns companies we recommend for divestment | 1 | 3 | 2 | 3 | X | Foreign Large Value |
| LFVCX | Lord Abbett Focused Small Cap Value C | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Small Value |
| LRSPX | Lord Abbett Small Cap Value P | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Small Value |
| LVOOX | Lord Abbett Value Opportunities F3 | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Mid-Cap Blend |
| LVOFX | Lord Abbett Value Opportunities F | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Mid-Cap Blend |
| LVOCX | Lord Abbett Value Opportunities C | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Mid-Cap Blend |
| LVOAX | Lord Abbett Value Opportunities A | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Mid-Cap Blend |
| LRSVX | Lord Abbett Small Cap Value R6 | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Small Value |
| LRSTX | Lord Abbett Small Cap Value R5 | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Small Value |
| LRSSX | Lord Abbett Small Cap Value R4 | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Small Value |
| LRSRX | Lord Abbett Small Cap Value R3 | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Small Value |
| LRSQX | Lord Abbett Small Cap Value R2 | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Small Value |
| LRSYX | Lord Abbett Small Cap Value I | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Small Value |
| LIRTX | Lord Abbett International Value R5 | Owns companies we recommend for divestment | 1 | 3 | 2 | 3 | X | Foreign Large Value |
| LRSOX | Lord Abbett Small Cap Value F3 | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Small Value |
| LRSFX | Lord Abbett Small Cap Value F | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Small Value |
| LSRCX | Lord Abbett Small Cap Value C | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Small Value |
| LRSCX | Lord Abbett Small Cap Value A | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Small Value |
| LMIYX | Lord Abbett Micro Cap Growth I | Owns companies we recommend for divestment | 1 | 1 | 2 | 2 | X | Small Growth |
| LFMGX | Lord Abbett Micro Cap Growth F | Owns companies we recommend for divestment | 1 | 1 | 2 | 2 | X | Small Growth |
| LCMGX | Lord Abbett Micro Cap Growth C | Owns companies we recommend for divestment | 1 | 1 | 2 | 2 | X | Small Growth |
| LAMGX | Lord Abbett Micro Cap Growth A | Owns companies we recommend for divestment | 1 | 1 | 2 | 2 | X | Small Growth |
| LIRVX | Lord Abbett International Value R6 | Owns companies we recommend for divestment | 1 | 3 | 2 | 3 | X | Foreign Large Value |
| LFSFX | Lord Abbett Focused Small Cap Value F | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Small Value |
| LFVAX | Lord Abbett Focused Small Cap Value A | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Small Value |
| LVOPX | Lord Abbett Value Opportunities P | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Mid-Cap Blend |
| LIGGX | Loomis Sayles International Growth A | Owns companies we recommend for divestment | 1 | 1 | 0 | 0 | X | Foreign Large Growth |
| LADPX | Lord Abbett Developing Growth P | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Small Growth |
| LADYX | Lord Abbett Developing Growth I | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Small Growth |
| LOGWX | Lord Abbett Developing Growth F3 | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Small Growth |
| LADFX | Lord Abbett Developing Growth F | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Small Growth |
| LADCX | Lord Abbett Developing Growth C | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Small Growth |
| LAGWX | Lord Abbett Developing Growth A | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Small Growth |
| LIGYX | Loomis Sayles International Growth Y | Owns companies we recommend for divestment | 1 | 1 | 0 | 0 | X | Foreign Large Growth |
| LIGNX | Loomis Sayles International Growth N | Owns companies we recommend for divestment | 1 | 1 | 0 | 0 | X | Foreign Large Growth |
| LIGCX | Loomis Sayles International Growth C | Owns companies we recommend for divestment | 1 | 1 | 0 | 0 | X | Foreign Large Growth |
| LSGRX | Loomis Sayles Growth Y | Owns companies we recommend for divestment | 1 | 5 | 8 | 6 | X | Large Growth |
| LADRX | Lord Abbett Developing Growth R3 | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Small Growth |
| LGRNX | Loomis Sayles Growth N | Owns companies we recommend for divestment | 1 | 5 | 8 | 6 | X | Large Growth |
| LGRCX | Loomis Sayles Growth C | Owns companies we recommend for divestment | 1 | 5 | 8 | 6 | X | Large Growth |
| LGRRX | Loomis Sayles Growth A | Owns companies we recommend for divestment | 1 | 5 | 8 | 6 | X | Large Growth |
| LLPFX | Longleaf Partners | Owns companies we recommend for divestment | 1 | 0 | 3 | 1 | X | Mid-Cap Value |
| LCLG | Logan Capital Broad Innovative Gr ETF | Owns companies we recommend for divestment | 1 | 3 | 5 | 4 | X | Large Growth |
| LKSMX | LKCM Small-Mid Cap Equity Institutional | Owns companies we recommend for divestment | 1 | 2 | 0 | 2 | X | Mid-Cap Growth |
| LKSCX | LKCM Small Cap Equity Instl | Owns companies we recommend for divestment | 1 | 1 | 1 | 1 | X | Small Growth |
| LKINX | LKCM International Equity | Owns companies we recommend for divestment | 1 | 1 | 2 | 1 | X | Foreign Large Blend |
| LKBLX | LK Balanced Institutional | Owns companies we recommend for divestment | 1 | 5 | 3 | 3 | X | Moderately Aggressive Allocation |
| LADQX | Lord Abbett Developing Growth R2 | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Small Growth |
| LADSX | Lord Abbett Developing Growth R4 | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Small Growth |
| LVFLX | Lord Abbett Focused Large Cap Value R6 | Owns companies we recommend for divestment | 1 | 3 | 3 | 3 | X | Large Value |
| LAMTX | Lord Abbett Dividend Growth R5 | Owns companies we recommend for divestment | 1 | 4 | 5 | 3 | X | Large Blend |
| LFLTX | Lord Abbett Focused Large Cap Value R5 | Owns companies we recommend for divestment | 1 | 3 | 3 | 3 | X | Large Value |
| LSFLX | Lord Abbett Focused Large Cap Value R4 | Owns companies we recommend for divestment | 1 | 3 | 3 | 3 | X | Large Value |
| LQFLX | Lord Abbett Focused Large Cap Value R3 | Owns companies we recommend for divestment | 1 | 3 | 3 | 3 | X | Large Value |
| LIFLX | Lord Abbett Focused Large Cap Value I | Owns companies we recommend for divestment | 1 | 3 | 3 | 3 | X | Large Value |
| LOFLX | Lord Abbett Focused Large Cap Value F3 | Owns companies we recommend for divestment | 1 | 3 | 3 | 3 | X | Large Value |
| LFFLX | Lord Abbett Focused Large Cap Value F | Owns companies we recommend for divestment | 1 | 3 | 3 | 3 | X | Large Value |
| LCFLX | Lord Abbett Focused Large Cap Value C | Owns companies we recommend for divestment | 1 | 3 | 3 | 3 | X | Large Value |
| LAFLX | Lord Abbett Focused Large Cap Value A | Owns companies we recommend for divestment | 1 | 3 | 3 | 3 | X | Large Value |
| LAMHX | Lord Abbett Dividend Growth R6 | Owns companies we recommend for divestment | 1 | 4 | 5 | 3 | X | Large Blend |
| LAMSX | Lord Abbett Dividend Growth R4 | Owns companies we recommend for divestment | 1 | 4 | 5 | 3 | X | Large Blend |
| LADTX | Lord Abbett Developing Growth R5 | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Small Growth |
| LAMRX | Lord Abbett Dividend Growth R3 | Owns companies we recommend for divestment | 1 | 4 | 5 | 3 | X | Large Blend |
| LAMQX | Lord Abbett Dividend Growth R2 | Owns companies we recommend for divestment | 1 | 4 | 5 | 3 | X | Large Blend |
| LAMPX | Lord Abbett Dividend Growth P | Owns companies we recommend for divestment | 1 | 4 | 5 | 3 | X | Large Blend |
| LAMYX | Lord Abbett Dividend Growth I | Owns companies we recommend for divestment | 1 | 4 | 5 | 3 | X | Large Blend |
| LRMAX | Lord Abbett Dividend Growth F3 | Owns companies we recommend for divestment | 1 | 4 | 5 | 3 | X | Large Blend |
| LAMFX | Lord Abbett Dividend Growth F | Owns companies we recommend for divestment | 1 | 4 | 5 | 3 | X | Large Blend |
| LAMCX | Lord Abbett Dividend Growth C | Owns companies we recommend for divestment | 1 | 4 | 5 | 3 | X | Large Blend |
| LAMAX | Lord Abbett Dividend Growth A | Owns companies we recommend for divestment | 1 | 4 | 5 | 3 | X | Large Blend |
| LADVX | Lord Abbett Developing Growth R6 | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Small Growth |
| LVOYX | Lord Abbett Value Opportunities I | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Mid-Cap Blend |
| LVOQX | Lord Abbett Value Opportunities R2 | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Mid-Cap Blend |
| LGRO | Level Four Large Cap Growth Active ETF | Owns companies we recommend for divestment | 1 | 4 | 8 | 5 | X | Large Growth |
| WSCYX | Macquarie Small Cap Growth Y | Owns companies we recommend for divestment | 1 | 0 | 2 | 2 | X | Small Growth |
| RAIIX | Manning & Napier Rainier Intl Discv I | Owns companies we recommend for divestment | 1 | 1 | 1 | 1 | X | Foreign Small/Mid Growth |
| MEYWX | Manning & Napier Equity Series W | Owns companies we recommend for divestment | 1 | 3 | 7 | 7 | X | Large Growth |
| EXEYX | Manning & Napier Equity Series S | Owns companies we recommend for divestment | 1 | 3 | 7 | 7 | X | Large Growth |
| MPGFX | Mairs & Power Growth | Owns companies we recommend for divestment | 1 | 5 | 5 | 5 | X | Large Blend |
| TMAT | Main Thematic Innovation ETF | Owns companies we recommend for divestment | 1 | 1 | 5 | 3 | X | Global Small/Mid Stock |
| GTSGX | Madison Mid Cap Y | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Mid-Cap Blend |
| MMCRX | Madison Mid Cap R6 | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Mid-Cap Blend |
| MDCIX | Madison Mid Cap I | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Mid-Cap Blend |
| MERAX | Madison Mid Cap A | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Mid-Cap Blend |
| IRGFX | Macquarie Small Cap Growth R6 | Owns companies we recommend for divestment | 1 | 0 | 2 | 2 | X | Small Growth |
| RAIWX | Manning & Napier Rainier Intl Discv W | Owns companies we recommend for divestment | 1 | 1 | 1 | 1 | X | Foreign Small/Mid Growth |
| WSGRX | Macquarie Small Cap Growth R | Owns companies we recommend for divestment | 1 | 0 | 2 | 2 | X | Small Growth |
| IYSIX | Macquarie Small Cap Growth Instl | Owns companies we recommend for divestment | 1 | 0 | 2 | 2 | X | Small Growth |
| WRGCX | Macquarie Small Cap Growth C | Owns companies we recommend for divestment | 1 | 0 | 2 | 2 | X | Small Growth |
| WSGAX | Macquarie Small Cap Growth A | Owns companies we recommend for divestment | 1 | 0 | 2 | 2 | X | Small Growth |
| WSTYX | Macquarie Science and Technology Y | Owns companies we recommend for divestment | 1 | 2 | 5 | 3 | X | Technology |
| ISTNX | Macquarie Science and Technology R6 | Owns companies we recommend for divestment | 1 | 2 | 5 | 3 | X | Technology |
| WSTRX | Macquarie Science and Technology R | Owns companies we recommend for divestment | 1 | 2 | 5 | 3 | X | Technology |
| ISTIX | Macquarie Science and Technology I | Owns companies we recommend for divestment | 1 | 2 | 5 | 3 | X | Technology |
| WSTCX | Macquarie Science and Technology C | Owns companies we recommend for divestment | 1 | 2 | 5 | 3 | X | Technology |
| RISAX | Manning & Napier Rainier Intl Discv S | Owns companies we recommend for divestment | 1 | 1 | 1 | 1 | X | Foreign Small/Mid Growth |
| RAIRX | Manning & Napier Rainier Intl Discv Z | Owns companies we recommend for divestment | 1 | 1 | 1 | 1 | X | Foreign Small/Mid Growth |
| IGNYX | Macquarie Natural Resources Y | Owns companies we recommend for divestment | 1 | 0 | 2 | 0 | X | Natural Resources |
| MEMSX | Mercer Emerging Markets Equity I | Owns companies we recommend for divestment | 1 | 0 | 7 | 0 | X | Diversified Emerging Mkts |
| BRWSX | MFS Blended Research Growth Eq R2 | Owns companies we recommend for divestment | 1 | 6 | 8 | 6 | X | Large Growth |
| BRWRX | MFS Blended Research Growth Eq R1 | Owns companies we recommend for divestment | 1 | 6 | 8 | 6 | X | Large Growth |
| BRWJX | MFS Blended Research Growth Eq I | Owns companies we recommend for divestment | 1 | 6 | 8 | 6 | X | Large Growth |
| BRWCX | MFS Blended Research Growth Eq C | Owns companies we recommend for divestment | 1 | 6 | 8 | 6 | X | Large Growth |
| BRWBX | MFS Blended Research Growth Eq B | Owns companies we recommend for divestment | 1 | 6 | 8 | 6 | X | Large Growth |
| BRWAX | MFS Blended Research Growth Eq A | Owns companies we recommend for divestment | 1 | 6 | 8 | 6 | X | Large Growth |
| MFSI | MFS Active International ETF | Owns companies we recommend for divestment | 1 | 0 | 3 | 1 | X | Foreign Large Blend |
| MFSG | MFS Active Growth ETF | Owns companies we recommend for divestment | 1 | 4 | 6 | 6 | X | Large Growth |
| MEMQX | Mercer Emerging Markets Equity Y3 | Owns companies we recommend for divestment | 1 | 0 | 7 | 0 | X | Diversified Emerging Mkts |
| MAVF | Matrix Advisors Value ETF | Owns companies we recommend for divestment | 1 | 4 | 7 | 5 | X | Large Value |
| FMTM | MarketDesk Focused U.S. Momentum ETF | Owns companies we recommend for divestment | 1 | 3 | 3 | 0 | X | Large Growth |
| MADFX | Matrix Advisors Dividend | Owns companies we recommend for divestment | 1 | 1 | 3 | 2 | X | Large Value |
| MMVFX | MassMutual Small Company Value R4 | Owns companies we recommend for divestment | 1 | 0 | 2 | 1 | X | Small Value |
| MMYAX | MassMutual Small Company Value A | Owns companies we recommend for divestment | 1 | 0 | 2 | 1 | X | Small Value |
| MMNLX | MassMutual Small Company Val Y | Owns companies we recommend for divestment | 1 | 0 | 2 | 1 | X | Small Value |
| MMVYX | MassMutual Small Company Val Svc | Owns companies we recommend for divestment | 1 | 0 | 2 | 1 | X | Small Value |
| MSVSX | MassMutual Small Company Val R5 | Owns companies we recommend for divestment | 1 | 0 | 2 | 1 | X | Small Value |
| MSVNX | MassMutual Small Company Val R3 | Owns companies we recommend for divestment | 1 | 0 | 2 | 1 | X | Small Value |
| MSVZX | MassMutual Small Company Val I | Owns companies we recommend for divestment | 1 | 0 | 2 | 1 | X | Small Value |
| MMYLX | MassMutual Small Company Val Adm | Owns companies we recommend for divestment | 1 | 0 | 2 | 1 | X | Small Value |
| WSTAX | Macquarie Science and Technology A | Owns companies we recommend for divestment | 1 | 2 | 5 | 3 | X | Technology |
| INRSX | Macquarie Natural Resources R6 | Owns companies we recommend for divestment | 1 | 0 | 2 | 0 | X | Natural Resources |
| LVORX | Lord Abbett Value Opportunities R3 | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Mid-Cap Blend |
| IEYYX | Macquarie Climate Solutions Y | Owns companies we recommend for divestment | 1 | 1 | 3 | 1 | V | Global Small/Mid Stock |
| DPREX | Macquarie Global Listed Real Assets A | Owns companies we recommend for divestment | 1 | 0 | 2 | 0 | X | Global Allocation |
| LRGG | Macquarie Focused Large Growth ETF | Owns companies we recommend for divestment | 1 | 4 | 6 | 4 | X | Large Growth |
| EMEQ | Macquarie Focused Emerging Mrkts Eq ETF | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| PWER | Macquarie Energy Transition ETF | Owns companies we recommend for divestment | 1 | 0 | 2 | 0 | V | Equity Energy |
| DEMZX | Macquarie Emerging Markets R6 | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| DEMRX | Macquarie Emerging Markets R | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| DEMIX | Macquarie Emerging Markets Instl | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| DEMCX | Macquarie Emerging Markets C | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| DEMAX | Macquarie Emerging Markets A | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| IENRX | Macquarie Climate Solutions R6 | Owns companies we recommend for divestment | 1 | 1 | 3 | 1 | V | Global Small/Mid Stock |
| DPRSX | Macquarie Global Listed Real Assets Inst | Owns companies we recommend for divestment | 1 | 0 | 2 | 0 | X | Global Allocation |
| IYEFX | Macquarie Climate Solutions R | Owns companies we recommend for divestment | 1 | 1 | 3 | 1 | V | Global Small/Mid Stock |
| IVEIX | Macquarie Climate Solutions I | Owns companies we recommend for divestment | 1 | 1 | 3 | 1 | V | Global Small/Mid Stock |
| IEYCX | Macquarie Climate Solutions C | Owns companies we recommend for divestment | 1 | 1 | 3 | 1 | V | Global Small/Mid Stock |
| IEYAX | Macquarie Climate Solutions A | Owns companies we recommend for divestment | 1 | 1 | 3 | 1 | V | Global Small/Mid Stock |
| LVAZX | LSV Emerging Markets Equity Inv | Owns companies we recommend for divestment | 1 | 0 | 3 | 0 | X | Diversified Emerging Mkts |
| LSVZX | LSV Emerging Markets Equity Instl | Owns companies we recommend for divestment | 1 | 0 | 3 | 0 | X | Diversified Emerging Mkts |
| LVOVX | Lord Abbett Value Opportunities R6 | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Mid-Cap Blend |
| LVOTX | Lord Abbett Value Opportunities R5 | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Mid-Cap Blend |
| LVOSX | Lord Abbett Value Opportunities R4 | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Mid-Cap Blend |
| DPRCX | Macquarie Global Listed Real Assets C | Owns companies we recommend for divestment | 1 | 0 | 2 | 0 | X | Global Allocation |
| DPRRX | Macquarie Global Listed Real Assets R | Owns companies we recommend for divestment | 1 | 0 | 2 | 0 | X | Global Allocation |
| IGNRX | Macquarie Natural Resources R | Owns companies we recommend for divestment | 1 | 0 | 2 | 0 | X | Natural Resources |
| WMGYX | Macquarie Mid Cap Growth Y | Owns companies we recommend for divestment | 1 | 0 | 1 | 1 | X | Mid-Cap Growth |
| IGNIX | Macquarie Natural Resources I | Owns companies we recommend for divestment | 1 | 0 | 2 | 0 | X | Natural Resources |
| IGNCX | Macquarie Natural Resources C | Owns companies we recommend for divestment | 1 | 0 | 2 | 0 | X | Natural Resources |
| IGNAX | Macquarie Natural Resources A | Owns companies we recommend for divestment | 1 | 0 | 2 | 0 | X | Natural Resources |
| IVOYX | Macquarie Mid Cap Income Opps Y | Owns companies we recommend for divestment | 1 | 1 | 1 | 1 | X | Mid-Cap Value |
| IVOSX | Macquarie Mid Cap Income Opps R6 | Owns companies we recommend for divestment | 1 | 1 | 1 | 1 | X | Mid-Cap Value |
| IVORX | Macquarie Mid Cap Income Opps R | Owns companies we recommend for divestment | 1 | 1 | 1 | 1 | X | Mid-Cap Value |
| IVOIX | Macquarie Mid Cap Income Opps I | Owns companies we recommend for divestment | 1 | 1 | 1 | 1 | X | Mid-Cap Value |
| IVOCX | Macquarie Mid Cap Income Opps C | Owns companies we recommend for divestment | 1 | 1 | 1 | 1 | X | Mid-Cap Value |
| IVOAX | Macquarie Mid Cap Income Opps A | Owns companies we recommend for divestment | 1 | 1 | 1 | 1 | X | Mid-Cap Value |
| IGRFX | Macquarie Mid Cap Growth R6 | Owns companies we recommend for divestment | 1 | 0 | 1 | 1 | X | Mid-Cap Growth |
| DPRDX | Macquarie Global Listed Real Assets R6 | Owns companies we recommend for divestment | 1 | 0 | 2 | 0 | X | Global Allocation |
| WMGRX | Macquarie Mid Cap Growth R | Owns companies we recommend for divestment | 1 | 0 | 1 | 1 | X | Mid-Cap Growth |
| IYMIX | Macquarie Mid Cap Growth I | Owns companies we recommend for divestment | 1 | 0 | 1 | 1 | X | Mid-Cap Growth |
| WMGCX | Macquarie Mid Cap Growth C | Owns companies we recommend for divestment | 1 | 0 | 1 | 1 | X | Mid-Cap Growth |
| WMGAX | Macquarie Mid Cap Growth A | Owns companies we recommend for divestment | 1 | 0 | 1 | 1 | X | Mid-Cap Growth |
| WLGYX | Macquarie Large Cap Growth Fund Y | Owns companies we recommend for divestment | 1 | 5 | 8 | 8 | X | Large Growth |
| ILGRX | Macquarie Large Cap Growth Fund R6 | Owns companies we recommend for divestment | 1 | 5 | 8 | 8 | X | Large Growth |
| WLGRX | Macquarie Large Cap Growth Fund R | Owns companies we recommend for divestment | 1 | 5 | 8 | 8 | X | Large Growth |
| IYGIX | Macquarie Large Cap Growth Fund I | Owns companies we recommend for divestment | 1 | 5 | 8 | 8 | X | Large Growth |
| WLGCX | Macquarie Large Cap Growth Fund C | Owns companies we recommend for divestment | 1 | 5 | 8 | 8 | X | Large Growth |
| WLGAX | Macquarie Large Cap Growth Fund A | Owns companies we recommend for divestment | 1 | 5 | 8 | 8 | X | Large Growth |
| LQAI | LG QRAFT AI-Powrd U.S. Lg Cp Cor ETF | Owns companies we recommend for divestment | 1 | 8 | 12 | 9 | X | Large Blend |
| LST | Leuthold Select Industries ETF | Owns companies we recommend for divestment | 1 | 4 | 6 | 4 | X | Mid-Cap Blend |
| CVY | Invesco Zacks Multi-Asset Income ETF | Owns companies we recommend for divestment | 1 | 2 | 1 | 1 | X | Aggressive Allocation |
| JIGRX | Janus Henderson Overseas S | Owns companies we recommend for divestment | 1 | 0 | 2 | 0 | X | Foreign Large Blend |
| SVBAX | JHancock Balanced A | Owns companies we recommend for divestment | 1 | 5 | 5 | 3 | X | Moderate Allocation |
| JNVYX | Jensen Quality Mid Cap Y | Owns companies we recommend for divestment | 1 | 1 | 0 | 2 | X | Mid-Cap Blend |
| JNVSX | Jensen Quality Mid Cap J | Owns companies we recommend for divestment | 1 | 1 | 0 | 2 | X | Mid-Cap Blend |
| JNVIX | Jensen Quality Mid Cap I | Owns companies we recommend for divestment | 1 | 1 | 0 | 2 | X | Mid-Cap Blend |
| Janus Henderson VIT Overseas Svc | Owns companies we recommend for divestment | 1 | 0 | 2 | 0 | X | Foreign Large Blend |
| JAIGX | Janus Henderson VIT Overseas Instl | Owns companies we recommend for divestment | 1 | 0 | 2 | 0 | X | Foreign Large Blend |
| JSMD | Janus Henderson Small/Md Cp Gr Alpha ETF | Owns companies we recommend for divestment | 1 | 1 | 1 | 3 | X | Small Growth |
| JSML | Janus Henderson Small Cap Gr Alpha ETF | Owns companies we recommend for divestment | 1 | 1 | 1 | 2 | X | Small Growth |
| JAOSX | Janus Henderson Overseas T | Owns companies we recommend for divestment | 1 | 0 | 2 | 0 | X | Foreign Large Blend |
| JDIRX | Janus Henderson Overseas R | Owns companies we recommend for divestment | 1 | 0 | 2 | 0 | X | Foreign Large Blend |
| SVBIX | JHancock Balanced I | Owns companies we recommend for divestment | 1 | 5 | 5 | 3 | X | Moderate Allocation |
| JDINX | Janus Henderson Overseas N | Owns companies we recommend for divestment | 1 | 0 | 2 | 0 | X | Foreign Large Blend |
| JIGFX | Janus Henderson Overseas I | Owns companies we recommend for divestment | 1 | 0 | 2 | 0 | X | Foreign Large Blend |
| JNOSX | Janus Henderson Overseas D | Owns companies we recommend for divestment | 1 | 0 | 2 | 0 | X | Foreign Large Blend |
| JIGCX | Janus Henderson Overseas C | Owns companies we recommend for divestment | 1 | 0 | 2 | 0 | X | Foreign Large Blend |
| JDIAX | Janus Henderson Overseas A | Owns companies we recommend for divestment | 1 | 0 | 2 | 0 | X | Foreign Large Blend |
| JORNX | Janus Henderson Global Select T | Owns companies we recommend for divestment | 1 | 3 | 8 | 3 | X | Global Large-Stock Blend |
| JORIX | Janus Henderson Global Select S | Owns companies we recommend for divestment | 1 | 3 | 8 | 3 | X | Global Large-Stock Blend |
| JORRX | Janus Henderson Global Select R | Owns companies we recommend for divestment | 1 | 3 | 8 | 3 | X | Global Large-Stock Blend |
| JSLNX | Janus Henderson Global Select N | Owns companies we recommend for divestment | 1 | 3 | 8 | 3 | X | Global Large-Stock Blend |
| SVBCX | JHancock Balanced C | Owns companies we recommend for divestment | 1 | 5 | 5 | 3 | X | Moderate Allocation |
| JBATX | JHancock Balanced R2 | Owns companies we recommend for divestment | 1 | 5 | 5 | 3 | X | Moderate Allocation |
| JANRX | Janus Henderson Global Select D | Owns companies we recommend for divestment | 1 | 3 | 8 | 3 | X | Global Large-Stock Blend |
| JDISX | JHancock Disciplined Value Intl R2 | Owns companies we recommend for divestment | 1 | 2 | 3 | 2 | X | Foreign Large Value |
| JIGIX | JHancock International Growth R4 | Owns companies we recommend for divestment | 1 | 0 | 3 | 1 | X | Foreign Large Growth |
| JHIGX | JHancock International Growth R2 | Owns companies we recommend for divestment | 1 | 0 | 3 | 1 | X | Foreign Large Growth |
| JIGHX | JHancock International Growth NAV | Owns companies we recommend for divestment | 1 | 0 | 3 | 1 | X | Foreign Large Growth |
| GOGIX | JHancock International Growth I | Owns companies we recommend for divestment | 1 | 0 | 3 | 1 | X | Foreign Large Growth |
| GONCX | JHancock International Growth C | Owns companies we recommend for divestment | 1 | 0 | 3 | 1 | X | Foreign Large Growth |
| GOIGX | JHancock International Growth A | Owns companies we recommend for divestment | 1 | 0 | 3 | 1 | X | Foreign Large Growth |
| GOIOX | JHancock International Growth 1 | Owns companies we recommend for divestment | 1 | 0 | 3 | 1 | X | Foreign Large Growth |
| JDIUX | JHancock Disciplined Value Intl R6 | Owns companies we recommend for divestment | 1 | 2 | 3 | 2 | X | Foreign Large Value |
| JDITX | JHancock Disciplined Value Intl R4 | Owns companies we recommend for divestment | 1 | 2 | 3 | 2 | X | Foreign Large Value |
| JDIVX | JHancock Disciplined Value Intl NAV | Owns companies we recommend for divestment | 1 | 2 | 3 | 2 | X | Foreign Large Value |
| JBAFX | JHancock Balanced R4 | Owns companies we recommend for divestment | 1 | 5 | 5 | 3 | X | Moderate Allocation |
| JDVIX | JHancock Disciplined Value Intl I | Owns companies we recommend for divestment | 1 | 2 | 3 | 2 | X | Foreign Large Value |
| JDICX | JHancock Disciplined Value Intl C | Owns companies we recommend for divestment | 1 | 2 | 3 | 2 | X | Foreign Large Value |
| JDIBX | JHancock Disciplined Value Intl A | Owns companies we recommend for divestment | 1 | 2 | 3 | 2 | X | Foreign Large Value |
| JHBCX | JHancock Blue Chip Growth NAV | Owns companies we recommend for divestment | 1 | 5 | 8 | 5 | X | Large Growth |
| JBGCX | JHancock Blue Chip Growth C | Owns companies we recommend for divestment | 1 | 5 | 8 | 5 | X | Large Growth |
| JBGAX | JHancock Blue Chip Growth A | Owns companies we recommend for divestment | 1 | 5 | 8 | 5 | X | Large Growth |
| JIBCX | JHancock Blue Chip Growth 1 | Owns companies we recommend for divestment | 1 | 5 | 8 | 5 | X | Large Growth |
| JBAWX | JHancock Balanced R6 | Owns companies we recommend for divestment | 1 | 5 | 5 | 3 | X | Moderate Allocation |
| JBAVX | JHancock Balanced R5 | Owns companies we recommend for divestment | 1 | 5 | 5 | 3 | X | Moderate Allocation |
| JORFX | Janus Henderson Global Select I | Owns companies we recommend for divestment | 1 | 3 | 8 | 3 | X | Global Large-Stock Blend |
| JORCX | Janus Henderson Global Select C | Owns companies we recommend for divestment | 1 | 3 | 8 | 3 | X | Global Large-Stock Blend |
| JHEM | JHancock Multifactor Em Mkts ETF | Owns companies we recommend for divestment | 1 | 0 | 6 | 0 | X | Diversified Emerging Mkts |
| ILF | iShares Latin America 40 ETF | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Latin America Stock |
| SCJ | iShares MSCI Japan Small-Cap ETF | Owns companies we recommend for divestment | 1 | 1 | 2 | 1 | X | Japan Stock |
| EWI | iShares MSCI Italy ETF | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Miscellaneous Region |
| PICK | iShares MSCI Global Mtls&Mng Prdcrs ETF | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Natural Resources |
| EWG | iShares MSCI Germany ETF | Owns companies we recommend for divestment | 1 | 0 | 3 | 0 | X | Miscellaneous Region |
| EVLU | iShares MSCI Emerging Mkts Val Fac ETF | Owns companies we recommend for divestment | 1 | 0 | 3 | 0 | X | Diversified Emerging Mkts |
| EMXC | iShares MSCI Emerging Mkts ex China ETF | Owns companies we recommend for divestment | 1 | 0 | 6 | 0 | X | Diversified Emerging Mkts |
| EEMS | iShares MSCI Emerging Markets Sm-Cp ETF | Owns companies we recommend for divestment | 1 | 1 | 6 | 1 | X | Diversified Emerging Mkts |
| EEM | iShares MSCI Emerging Markets ETF | Owns companies we recommend for divestment | 1 | 0 | 8 | 0 | X | Diversified Emerging Mkts |
| EWC | iShares MSCI Canada ETF | Owns companies we recommend for divestment | 1 | 2 | 1 | 1 | X | Miscellaneous Region |
| IGRO | iShares International Dividend Gr ETF | Owns companies we recommend for divestment | 1 | 2 | 5 | 2 | X | Foreign Large Blend |
| QNXT | iShares Nasdaq-100 ex Top 30 ETF | Owns companies we recommend for divestment | 1 | 1 | 3 | 1 | X | Large Growth |
| BIDD | iShares International Dividend ActiveETF | Owns companies we recommend for divestment | 1 | 0 | 3 | 1 | X | Foreign Large Blend |
| RXI | iShares Global Consumer Discr ETF | Owns companies we recommend for divestment | 1 | 7 | 10 | 5 | X | Consumer Cyclical |
| FOVL | iShares Focused Value Factor ETF | Owns companies we recommend for divestment | 1 | 3 | 2 | 2 | X | Mid-Cap Value |
| IGV | iShares Expanded Tech-Software Sect ETF | Owns companies we recommend for divestment | 1 | 1 | 2 | 3 | X | Technology |
| ESGE | iShares ESG Aware MSCI EM ETF | Owns companies we recommend for divestment | 1 | 0 | 2 | 0 | V | Diversified Emerging Mkts |
| EMGF | iShares Em Mkts Eq Fac ETF | Owns companies we recommend for divestment | 1 | 0 | 5 | 0 | X | Diversified Emerging Mkts |
| HEEM | iShares Currency Hedged MSCI Em Mkts ETF | Owns companies we recommend for divestment | 1 | 0 | 8 | 0 | X | Diversified Emerging Mkts |
| IPAC | iShares Core MSCI Pacific ETF | Owns companies we recommend for divestment | 1 | 1 | 7 | 4 | X | Diversified Pacific/Asia |
| IEMG | iShares Core MSCI Emerging Markets ETF | Owns companies we recommend for divestment | 1 | 0 | 13 | 0 | X | Diversified Emerging Mkts |
| EWW | iShares MSCI Mexico ETF | Owns companies we recommend for divestment | 1 | 0 | 2 | 0 | X | Miscellaneous Region |
| TEK | iShares Technology Opports Act ETF | Owns companies we recommend for divestment | 1 | 3 | 7 | 6 | X | Technology |
| JORAX | Janus Henderson Global Select A | Owns companies we recommend for divestment | 1 | 3 | 8 | 3 | X | Global Large-Stock Blend |
| JLGIX | JAG Large Cap Growth I | Owns companies we recommend for divestment | 1 | 5 | 5 | 5 | X | Large Growth |
| HFQTX | Janus Henderson Global Equity Income T | Owns companies we recommend for divestment | 1 | 3 | 3 | 2 | X | Foreign Large Value |
| HFQSX | Janus Henderson Global Equity Income S | Owns companies we recommend for divestment | 1 | 3 | 3 | 2 | X | Foreign Large Value |
| HFQRX | Janus Henderson Global Equity Income N | Owns companies we recommend for divestment | 1 | 3 | 3 | 2 | X | Foreign Large Value |
| HFQIX | Janus Henderson Global Equity Income I | Owns companies we recommend for divestment | 1 | 3 | 3 | 2 | X | Foreign Large Value |
| HFQDX | Janus Henderson Global Equity Income D | Owns companies we recommend for divestment | 1 | 3 | 3 | 2 | X | Foreign Large Value |
| HFQCX | Janus Henderson Global Equity Income C | Owns companies we recommend for divestment | 1 | 3 | 3 | 2 | X | Foreign Large Value |
| HFQAX | Janus Henderson Global Equity Income A | Owns companies we recommend for divestment | 1 | 3 | 3 | 2 | X | Foreign Large Value |
| JMCRX | James Micro Cap | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Small Value |
| JGRRX | JAG Large Cap Growth R | Owns companies we recommend for divestment | 1 | 5 | 5 | 5 | X | Large Growth |
| JLGAX | JAG Large Cap Growth A | Owns companies we recommend for divestment | 1 | 5 | 5 | 5 | X | Large Growth |
| IYT | iShares Transportation Average ETF | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Industrials |
| DPLGX | Jackson Square Large-Cap Growth IS | Owns companies we recommend for divestment | 1 | 3 | 5 | 3 | X | Large Growth |
| JSPJX | Jackson Square Large-Cap Growth Inv | Owns companies we recommend for divestment | 1 | 3 | 5 | 3 | X | Large Growth |
| JSPIX | Jackson Square Large-Cap Growth Instl | Owns companies we recommend for divestment | 1 | 3 | 5 | 3 | X | Large Growth |
| LDEM | iShares® ESG MSCI EM Leaders ETF | Owns companies we recommend for divestment | 1 | 0 | 4 | 0 | V | Diversified Emerging Mkts |
| IYZ | iShares US Telecommunications ETF | Owns companies we recommend for divestment | 1 | 1 | 2 | 2 | X | Communications |
| IEO | iShares US Oil & Gas Explor & Prod ETF | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Equity Energy |
| IYC | iShares US Consumer Discretionary ETF | Owns companies we recommend for divestment | 1 | 10 | 9 | 5 | X | Consumer Cyclical |
| IDGT | iShares U.S. Digital Infras & RE ETF | Owns companies we recommend for divestment | 1 | 1 | 2 | 1 | X | Technology |
| IEDI | iShares U.S. Consumer Focused ETF | Owns companies we recommend for divestment | 1 | 10 | 8 | 2 | X | Consumer Cyclical |
| JIGTX | JHancock International Growth R6 | Owns companies we recommend for divestment | 1 | 0 | 3 | 1 | X | Foreign Large Growth |
| JISOX | JHancock New Opportunities 1 | Owns companies we recommend for divestment | 1 | 3 | 1 | 3 | X | Small Growth |
| RLUEX | Lazard US Equity Concentrated R6 | Owns companies we recommend for divestment | 1 | 1 | 2 | 1 | X | Large Blend |
| JMUEX | JPMorgan US Equity L | Owns companies we recommend for divestment | 1 | 5 | 7 | 4 | X | Large Blend |
| KSDVX | Keeley Small Cap Dividend Value A | Owns companies we recommend for divestment | 1 | 1 | 2 | 1 | X | Small Value |
| KMDIX | Keeley Mid Cap Dividend Value I | Owns companies we recommend for divestment | 1 | 1 | 4 | 1 | X | Mid-Cap Value |
| KMDVX | Keeley Mid Cap Dividend Value A | Owns companies we recommend for divestment | 1 | 1 | 4 | 1 | X | Mid-Cap Value |
| KEAT | Keating Active ETF | Owns companies we recommend for divestment | 1 | 3 | 3 | 1 | X | Moderately Aggressive Allocation |
| JUEMX | JPMorgan US Equity R6 | Owns companies we recommend for divestment | 1 | 5 | 7 | 4 | X | Large Blend |
| JUSRX | JPMorgan US Equity R5 | Owns companies we recommend for divestment | 1 | 5 | 7 | 4 | X | Large Blend |
| JUEQX | JPMorgan US Equity R4 | Owns companies we recommend for divestment | 1 | 5 | 7 | 4 | X | Large Blend |
| JUEPX | JPMorgan US Equity R3 | Owns companies we recommend for divestment | 1 | 5 | 7 | 4 | X | Large Blend |
| JUEZX | JPMorgan US Equity R2 | Owns companies we recommend for divestment | 1 | 5 | 7 | 4 | X | Large Blend |
| JUESX | JPMorgan US Equity I | Owns companies we recommend for divestment | 1 | 5 | 7 | 4 | X | Large Blend |
| KGROX | Kennedy Capital Small Cap Growth Instl | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Small Growth |
| JUECX | JPMorgan US Equity C | Owns companies we recommend for divestment | 1 | 5 | 7 | 4 | X | Large Blend |
| JUEAX | JPMorgan US Equity A | Owns companies we recommend for divestment | 1 | 5 | 7 | 4 | X | Large Blend |
| JTEK | JPMorgan U.S. Tech Leaders ETF | Owns companies we recommend for divestment | 1 | 2 | 7 | 2 | X | Technology |
| JLGMX | JPMorgan Large Cap Growth R6 | Owns companies we recommend for divestment | 1 | 7 | 10 | 5 | X | Large Growth |
| JLGRX | JPMorgan Large Cap Growth R5 | Owns companies we recommend for divestment | 1 | 7 | 10 | 5 | X | Large Growth |
| JLGQX | JPMorgan Large Cap Growth R4 | Owns companies we recommend for divestment | 1 | 7 | 10 | 5 | X | Large Growth |
| JLGPX | JPMorgan Large Cap Growth R3 | Owns companies we recommend for divestment | 1 | 7 | 10 | 5 | X | Large Growth |
| JLGZX | JPMorgan Large Cap Growth R2 | Owns companies we recommend for divestment | 1 | 7 | 10 | 5 | X | Large Growth |
| SEEGX | JPMorgan Large Cap Growth I | Owns companies we recommend for divestment | 1 | 7 | 10 | 5 | X | Large Growth |
| KSDIX | Keeley Small Cap Dividend Value I | Owns companies we recommend for divestment | 1 | 1 | 2 | 1 | X | Small Value |
| KNPAX | Kinetics Paradigm Adv A | Owns companies we recommend for divestment | 1 | 2 | 0 | 2 | X | Mid-Cap Growth |
| OLGAX | JPMorgan Large Cap Growth A | Owns companies we recommend for divestment | 1 | 7 | 10 | 5 | X | Large Growth |
| EQTY | Kovitz Core Equity ETF | Owns companies we recommend for divestment | 1 | 6 | 6 | 7 | X | Large Blend |
| LEVOX | Lazard US Equity Concentrated Open | Owns companies we recommend for divestment | 1 | 1 | 2 | 1 | X | Large Blend |
| LEVIX | Lazard US Equity Concentrated Instl | Owns companies we recommend for divestment | 1 | 1 | 2 | 1 | X | Large Blend |
| RLEMX | Lazard Emerging Markets Equity R6 | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| LZOEX | Lazard Emerging Markets Equity Open | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| LZEMX | Lazard Emerging Markets Equity Instl | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| KQQQ | Kurv Technology Titans Select ETF | Owns companies we recommend for divestment | 1 | 3 | 7 | 4 | X | Technology |
| OBOR | KraneShares MSCI One Belt One Road ETF | Owns companies we recommend for divestment | 1 | 0 | 3 | 1 | X | Infrastructure |
| KEMX | KraneShares MSCI Em Mkts ex CHN ETF | Owns companies we recommend for divestment | 1 | 0 | 4 | 0 | X | Diversified Emerging Mkts |
| AGIX | KraneShares Artfcl Intllgnc and Tech ETF | Owns companies we recommend for divestment | 1 | 3 | 7 | 5 | X | Technology |
| KCSSX | Knights of Columbus Small Cap S | Owns companies we recommend for divestment | 1 | 0 | 1 | 1 | X | Small Blend |
| KNPCX | Kinetics Paradigm Adv C | Owns companies we recommend for divestment | 1 | 2 | 0 | 2 | X | Mid-Cap Growth |
| KCSIX | Knights of Columbus Small Cap I | Owns companies we recommend for divestment | 1 | 0 | 1 | 1 | X | Small Blend |
| KCISX | Knights of Columbus International Eq S | Owns companies we recommend for divestment | 1 | 1 | 2 | 1 | X | Foreign Large Blend |
| KCIIX | Knights of Columbus International Eq I | Owns companies we recommend for divestment | 1 | 1 | 2 | 1 | X | Foreign Large Blend |
| LSHEX | Kinetics Spin-Off and Corp Rest No Load | Owns companies we recommend for divestment | 1 | 1 | 1 | 0 | X | Miscellaneous Sector |
| LSHUX | Kinetics Spin-Off and Corp Rest Instl | Owns companies we recommend for divestment | 1 | 1 | 1 | 0 | X | Miscellaneous Sector |
| LSHCX | Kinetics Spin-Off and Corp Rest Adv C | Owns companies we recommend for divestment | 1 | 1 | 1 | 0 | X | Miscellaneous Sector |
| LSHAX | Kinetics Spin-Off and Corp Rest Adv A | Owns companies we recommend for divestment | 1 | 1 | 1 | 0 | X | Miscellaneous Sector |
| WWNPX | Kinetics Paradigm No Load | Owns companies we recommend for divestment | 1 | 2 | 0 | 2 | X | Mid-Cap Growth |
| KNPYX | Kinetics Paradigm Instl | Owns companies we recommend for divestment | 1 | 2 | 0 | 2 | X | Mid-Cap Growth |
| OLGCX | JPMorgan Large Cap Growth C | Owns companies we recommend for divestment | 1 | 7 | 10 | 5 | X | Large Growth |
| JIG | JPMorgan International Growth ETF | Owns companies we recommend for divestment | 1 | 0 | 5 | 1 | X | Foreign Large Growth |
| JASOX | JHancock New Opportunities A | Owns companies we recommend for divestment | 1 | 3 | 1 | 3 | X | Small Growth |
| JSCAX | JHancock Small Cap Value A | Owns companies we recommend for divestment | 1 | 2 | 1 | 2 | X | Small Value |
| JNL/Mellon Consumers Staples Sect A | Owns companies we recommend for divestment | 1 | 7 | 2 | 0 | X | Consumer Defensive |
| JNL/Invesco Small Cap Growth I | Owns companies we recommend for divestment | 1 | 1 | 2 | 1 | X | Small Growth |
| JNL/Invesco Small Cap Growth A | Owns companies we recommend for divestment | 1 | 1 | 2 | 1 | X | Small Growth |
| JNL/ClearBridge Large Cap Growth I | Owns companies we recommend for divestment | 1 | 4 | 8 | 7 | X | Large Growth |
| JNL/ClearBridge Large Cap Growth A | Owns companies we recommend for divestment | 1 | 4 | 8 | 7 | X | Large Growth |
| JNL Emerging Markets Index I | Owns companies we recommend for divestment | 1 | 0 | 8 | 0 | X | Diversified Emerging Mkts |
| JSCCX | JHancock Small Cap Value R6 | Owns companies we recommend for divestment | 1 | 2 | 1 | 2 | X | Small Value |
| JSCNX | JHancock Small Cap Value NAV | Owns companies we recommend for divestment | 1 | 2 | 1 | 2 | X | Small Value |
| JSCBX | JHancock Small Cap Value I | Owns companies we recommend for divestment | 1 | 2 | 1 | 2 | X | Small Value |
| JSJFX | JHancock Small Cap Dynamic Growth R6 | Owns companies we recommend for divestment | 1 | 1 | 2 | 2 | X | Small Growth |
| JNL/Mellon Emerging Markets Index A | Owns companies we recommend for divestment | 1 | 0 | 8 | 0 | X | Diversified Emerging Mkts |
| JHancock Small Cap Dynamic Growth NAV | Owns companies we recommend for divestment | 1 | 1 | 2 | 2 | X | Small Growth |
| JSJIX | JHancock Small Cap Dynamic Growth I | Owns companies we recommend for divestment | 1 | 1 | 2 | 2 | X | Small Growth |
| JSJCX | JHancock Small Cap Dynamic Growth C | Owns companies we recommend for divestment | 1 | 1 | 2 | 2 | X | Small Growth |
| JSJAX | JHancock Small Cap Dynamic Growth A | Owns companies we recommend for divestment | 1 | 1 | 2 | 2 | X | Small Growth |
| JWSOX | JHancock New Opportunities R6 | Owns companies we recommend for divestment | 1 | 3 | 1 | 3 | X | Small Growth |
| JUSOX | JHancock New Opportunities R4 | Owns companies we recommend for divestment | 1 | 3 | 1 | 3 | X | Small Growth |
| JSSOX | JHancock New Opportunities R2 | Owns companies we recommend for divestment | 1 | 3 | 1 | 3 | X | Small Growth |
| JHSOX | JHancock New Opportunities I | Owns companies we recommend for divestment | 1 | 3 | 1 | 3 | X | Small Growth |
| JBSOX | JHancock New Opportunities C | Owns companies we recommend for divestment | 1 | 3 | 1 | 3 | X | Small Growth |
| JNL/Mellon Consumers Staples Sect I | Owns companies we recommend for divestment | 1 | 7 | 2 | 0 | X | Consumer Defensive |
| JNL/Mellon Emerging Markets Index I | Owns companies we recommend for divestment | 1 | 0 | 8 | 0 | X | Diversified Emerging Mkts |
| JGVVX | JPMorgan Growth Advantage R6 | Owns companies we recommend for divestment | 1 | 4 | 6 | 5 | X | Large Growth |
| BBEM | JPMorgan BetaBuilders Emerging Mkt EqETF | Owns companies we recommend for divestment | 1 | 0 | 8 | 0 | X | Diversified Emerging Mkts |
| JGVRX | JPMorgan Growth Advantage R5 | Owns companies we recommend for divestment | 1 | 4 | 6 | 5 | X | Large Growth |
| JGTUX | JPMorgan Growth Advantage R4 | Owns companies we recommend for divestment | 1 | 4 | 6 | 5 | X | Large Growth |
| JGTTX | JPMorgan Growth Advantage R3 | Owns companies we recommend for divestment | 1 | 4 | 6 | 5 | X | Large Growth |
| JGRJX | JPMorgan Growth Advantage R2 | Owns companies we recommend for divestment | 1 | 4 | 6 | 5 | X | Large Growth |
| JGASX | JPMorgan Growth Advantage I | Owns companies we recommend for divestment | 1 | 4 | 6 | 5 | X | Large Growth |
| JGACX | JPMorgan Growth Advantage C | Owns companies we recommend for divestment | 1 | 4 | 6 | 5 | X | Large Growth |
| VHIAX | JPMorgan Growth Advantage A | Owns companies we recommend for divestment | 1 | 4 | 6 | 5 | X | Large Growth |
| JPEF | JPMorgan Equity Focus ETF | Owns companies we recommend for divestment | 1 | 5 | 7 | 4 | X | Large Blend |
| JPEM | JPMorgan Diversified Return EMkts Eq ETF | Owns companies we recommend for divestment | 1 | 0 | 3 | 0 | X | Diversified Emerging Mkts |
| BBCA | JPMorgan BetaBuilders Canada ETF | Owns companies we recommend for divestment | 1 | 2 | 1 | 1 | X | Miscellaneous Region |
| JNL/Morningstar PtchBk Lstd Pr Eq Idx A | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Financial |
| JEMA | JPMorgan ActiveBuilders EM Eq ETF | Owns companies we recommend for divestment | 1 | 0 | 3 | 0 | X | Diversified Emerging Mkts |
| JOHAX | JOHCM International Select Investor | Owns companies we recommend for divestment | 1 | 0 | 3 | 1 | X | Foreign Large Growth |
| JOHIX | JOHCM International Select Institutional | Owns companies we recommend for divestment | 1 | 0 | 3 | 1 | X | Foreign Large Growth |
| JOPSX | JOHCM International Opps Institutional | Owns companies we recommend for divestment | 1 | 0 | 2 | 1 | X | Foreign Large Blend |
| JOEAX | JOHCM Emerging Markets Opps Investor | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| JOEMX | JOHCM Emerging Markets Opps Instl | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| JOEIX | JOHCM Emerging Markets Opps Advisor | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| JNL/T. Rowe Price Mid-Cap Growth I | Owns companies we recommend for divestment | 1 | 2 | 1 | 3 | X | Mid-Cap Growth |
| JNL/T. Rowe Price Mid-Cap Growth A | Owns companies we recommend for divestment | 1 | 2 | 1 | 3 | X | Mid-Cap Growth |
| JNL/Morningstar PtchBk Lstd Pr Eq Idx I | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Financial |
| FNGDX | Franklin Intl Growth C | Owns companies we recommend for divestment | 1 | 1 | 0 | 0 | X | Foreign Large Growth |
| FNGAX | Franklin Intl Growth A | Owns companies we recommend for divestment | 1 | 1 | 0 | 0 | X | Foreign Large Growth |
| BRWUX | MFS Blended Research Growth Eq R4 | Owns companies we recommend for divestment | 1 | 6 | 8 | 6 | X | Large Growth |
| RLLGX | American Funds SMALLCAP World R6 | Owns companies we recommend for divestment | 1 | 1 | 6 | 3 | X | Global Small/Mid Stock |
| ACWIX | AMG GW&K Small/Mid Cap Growth I | Owns companies we recommend for divestment | 1 | 2 | 0 | 3 | X | Small Growth |
| GWGZX | AMG GW&K Small Mid Cap Core Z | Owns companies we recommend for divestment | 1 | 2 | 0 | 2 | X | Mid-Cap Blend |
| GWGVX | AMG GW&K Small Mid Cap Core N | Owns companies we recommend for divestment | 1 | 2 | 0 | 2 | X | Mid-Cap Blend |
| GWGIX | AMG GW&K Small Mid Cap Core I | Owns companies we recommend for divestment | 1 | 2 | 0 | 2 | X | Mid-Cap Blend |
| GWEZX | AMG GW&K Small Cap Core Z | Owns companies we recommend for divestment | 1 | 1 | 2 | 1 | X | Small Blend |
| GWETX | AMG GW&K Small Cap Core N | Owns companies we recommend for divestment | 1 | 1 | 2 | 1 | X | Small Blend |
| GWEIX | AMG GW&K Small Cap Core I | Owns companies we recommend for divestment | 1 | 1 | 2 | 1 | X | Small Blend |
| IICHX | AMF Large Cap Equity H | Owns companies we recommend for divestment | 1 | 6 | 7 | 5 | X | Large Blend |
| IICAX | AMF Large Cap Equity AMF | Owns companies we recommend for divestment | 1 | 6 | 7 | 5 | X | Large Blend |
| RSLDX | American Funds SMALLCAP World R5E | Owns companies we recommend for divestment | 1 | 1 | 6 | 3 | X | Global Small/Mid Stock |
| ACWZX | AMG GW&K Small/Mid Cap Growth Z | Owns companies we recommend for divestment | 1 | 2 | 0 | 3 | X | Small Growth |
| RSLFX | American Funds SMALLCAP World R5 | Owns companies we recommend for divestment | 1 | 1 | 6 | 3 | X | Global Small/Mid Stock |
| RSLEX | American Funds SMALLCAP World R4 | Owns companies we recommend for divestment | 1 | 1 | 6 | 3 | X | Global Small/Mid Stock |
| RSLCX | American Funds SMALLCAP World R3 | Owns companies we recommend for divestment | 1 | 1 | 6 | 3 | X | Global Small/Mid Stock |
| RSEBX | American Funds SMALLCAP World R2E | Owns companies we recommend for divestment | 1 | 1 | 6 | 3 | X | Global Small/Mid Stock |
| RSLBX | American Funds SMALLCAP World R2 | Owns companies we recommend for divestment | 1 | 1 | 6 | 3 | X | Global Small/Mid Stock |
| RSLAX | American Funds SMALLCAP World R1 | Owns companies we recommend for divestment | 1 | 1 | 6 | 3 | X | Global Small/Mid Stock |
| SFCWX | American Funds SMALLCAP World F3 | Owns companies we recommend for divestment | 1 | 1 | 6 | 3 | X | Global Small/Mid Stock |
| SMCFX | American Funds SMALLCAP World F2 | Owns companies we recommend for divestment | 1 | 1 | 6 | 3 | X | Global Small/Mid Stock |
| SCWFX | American Funds SMALLCAP World F1 | Owns companies we recommend for divestment | 1 | 1 | 6 | 3 | X | Global Small/Mid Stock |
| ACWDX | AMG GW&K Small/Mid Cap Growth N | Owns companies we recommend for divestment | 1 | 2 | 0 | 3 | X | Small Growth |
| MCGIX | AMG Montrusco Bolton Large Cap Growth I | Owns companies we recommend for divestment | 1 | 3 | 6 | 3 | X | Large Growth |
| SMCWX | American Funds SMALLCAP World A | Owns companies we recommend for divestment | 1 | 1 | 6 | 3 | X | Global Small/Mid Stock |
| AFOCX | Archer Focus | Owns companies we recommend for divestment | 1 | 2 | 5 | 3 | X | Large Value |
| AIBBX | Aristotle Small Cap Equity I-2 | Owns companies we recommend for divestment | 1 | 1 | 0 | 2 | X | Small Blend |
| ARIBX | Aristotle Small Cap Eq I | Owns companies we recommend for divestment | 1 | 1 | 0 | 2 | X | Small Blend |
| AISBX | Aristotle Small Cap Eq C | Owns companies we recommend for divestment | 1 | 1 | 0 | 2 | X | Small Blend |
| ARABX | Aristotle Small Cap Eq A | Owns companies we recommend for divestment | 1 | 1 | 0 | 2 | X | Small Blend |
| ARGFX | Ariel Fund Investor | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Small Value |
| ARAIX | Ariel Fund Institutional | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Small Value |
| CAAPX | Ariel Appreciation Investor | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Mid-Cap Value |
| CAAIX | Ariel Appreciation Institutional | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Mid-Cap Value |
| ALSMX | Archer Multi Cap | Owns companies we recommend for divestment | 1 | 6 | 9 | 5 | X | Mid-Cap Blend |
| ANCIX | Ancora MicroCap I | Owns companies we recommend for divestment | 1 | 1 | 1 | 0 | X | Small Value |
| MCGFX | AMG Montrusco Bolton Large Cap Growth N | Owns companies we recommend for divestment | 1 | 3 | 6 | 3 | X | Large Growth |
| AIVC | Amplify Bloomberg AI Value Chain ETF | Owns companies we recommend for divestment | 1 | 3 | 8 | 3 | X | Technology |
| MFQAX | AMG Veritas Global Focus N | Owns companies we recommend for divestment | 1 | 4 | 4 | 6 | X | Global Large-Stock Blend |
| MFQTX | AMG Veritas Global Focus I | Owns companies we recommend for divestment | 1 | 4 | 4 | 6 | X | Global Large-Stock Blend |
| TCMIX | AMG TimesSquare International SmallCap Z | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Foreign Small/Mid Growth |
| TCMPX | AMG TimesSquare International SmallCap N | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Foreign Small/Mid Growth |
| TQTIX | AMG TimesSquare International SmallCap I | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Foreign Small/Mid Growth |
| ARSZX | AMG River Road Small-Mid Cap Value Z | Owns companies we recommend for divestment | 1 | 1 | 2 | 2 | X | Small Value |
| ARSMX | AMG River Road Small-Mid Cap Value N | Owns companies we recommend for divestment | 1 | 1 | 2 | 2 | X | Small Value |
| ARIMX | AMG River Road Small-Mid Cap Value I | Owns companies we recommend for divestment | 1 | 1 | 2 | 2 | X | Small Value |
| SCWCX | American Funds SMALLCAP World C | Owns companies we recommend for divestment | 1 | 1 | 6 | 3 | X | Global Small/Mid Stock |
| CSPFX | American Funds SMALLCAP World 529F | Owns companies we recommend for divestment | 1 | 1 | 6 | 3 | X | Global Small/Mid Stock |
| ARKK | ARK Innovation ETF | Owns companies we recommend for divestment | 1 | 1 | 3 | 2 | X | Mid-Cap Growth |
| ASVIX | American Century Small Cap Value Inv | Owns companies we recommend for divestment | 1 | 0 | 2 | 1 | X | Small Value |
| ASCRX | American Century Small Company R | Owns companies we recommend for divestment | 1 | 2 | 1 | 2 | X | Small Blend |
| ASQIX | American Century Small Company Inv | Owns companies we recommend for divestment | 1 | 2 | 1 | 2 | X | Small Blend |
| ASCQX | American Century Small Company I | Owns companies we recommend for divestment | 1 | 2 | 1 | 2 | X | Small Blend |
| ASQCX | American Century Small Company C | Owns companies we recommend for divestment | 1 | 2 | 1 | 2 | X | Small Blend |
| ASQAX | American Century Small Company A | Owns companies we recommend for divestment | 1 | 2 | 1 | 2 | X | Small Blend |
| ASVYX | American Century Small Cap Value Y | Owns companies we recommend for divestment | 1 | 0 | 2 | 1 | X | Small Value |
| ASVDX | American Century Small Cap Value R6 | Owns companies we recommend for divestment | 1 | 0 | 2 | 1 | X | Small Value |
| ASVGX | American Century Small Cap Value R5 | Owns companies we recommend for divestment | 1 | 0 | 2 | 1 | X | Small Value |
| ASVRX | American Century Small Cap Value R | Owns companies we recommend for divestment | 1 | 0 | 2 | 1 | X | Small Value |
| ACVIX | American Century Small Cap Value I | Owns companies we recommend for divestment | 1 | 0 | 2 | 1 | X | Small Value |
| FWDDX | American Funds Dvlpg Wld Gr&Inc 529-F-2 | Owns companies we recommend for divestment | 1 | 1 | 0 | 2 | X | Diversified Emerging Mkts |
| ASVHX | American Century Small Cap Value G | Owns companies we recommend for divestment | 1 | 0 | 2 | 1 | X | Small Value |
| ASVNX | American Century Small Cap Value C | Owns companies we recommend for divestment | 1 | 0 | 2 | 1 | X | Small Value |
| ACSCX | American Century Small Cap Value A | Owns companies we recommend for divestment | 1 | 0 | 2 | 1 | X | Small Value |
| AMAKX | American Century Small Cap Dividend R6 | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Small Value |
| AMAJX | American Century Small Cap Dividend R | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Small Value |
| AMAEX | American Century Small Cap Dividend Inv | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Small Value |
| AMAFX | American Century Small Cap Dividend I | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Small Value |
| AMALX | American Century Small Cap Dividend G | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Small Value |
| AMAHX | American Century Small Cap Dividend A | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Small Value |
| ASQGX | American Century Small Company R5 | Owns companies we recommend for divestment | 1 | 2 | 1 | 2 | X | Small Blend |
| FWDGX | American Funds Dvlpg Wld Gr&Inc 529-F-3 | Owns companies we recommend for divestment | 1 | 1 | 0 | 2 | X | Diversified Emerging Mkts |
| CSPEX | American Funds SMALLCAP World 529E | Owns companies we recommend for divestment | 1 | 1 | 6 | 3 | X | Global Small/Mid Stock |
| RDEGX | American Funds Dvlpg Wld Gr&Inc R2E | Owns companies we recommend for divestment | 1 | 1 | 0 | 2 | X | Diversified Emerging Mkts |
| CSPCX | American Funds SMALLCAP World 529C | Owns companies we recommend for divestment | 1 | 1 | 6 | 3 | X | Global Small/Mid Stock |
| CSPAX | American Funds SMALLCAP World 529A | Owns companies we recommend for divestment | 1 | 1 | 6 | 3 | X | Global Small/Mid Stock |
| FSFWX | American Funds SMALLCAP World 529-F-3 | Owns companies we recommend for divestment | 1 | 1 | 6 | 3 | X | Global Small/Mid Stock |
| FSWFX | American Funds SMALLCAP World 529-F-2 | Owns companies we recommend for divestment | 1 | 1 | 6 | 3 | X | Global Small/Mid Stock |
| RDWGX | American Funds Dvlpg Wld Gr&Inc R6 | Owns companies we recommend for divestment | 1 | 1 | 0 | 2 | X | Diversified Emerging Mkts |
| RDWHX | American Funds Dvlpg Wld Gr&Inc R5E | Owns companies we recommend for divestment | 1 | 1 | 0 | 2 | X | Diversified Emerging Mkts |
| RDWFX | American Funds Dvlpg Wld Gr&Inc R5 | Owns companies we recommend for divestment | 1 | 1 | 0 | 2 | X | Diversified Emerging Mkts |
| RDWEX | American Funds Dvlpg Wld Gr&Inc R4 | Owns companies we recommend for divestment | 1 | 1 | 0 | 2 | X | Diversified Emerging Mkts |
| RDWCX | American Funds Dvlpg Wld Gr&Inc R3 | Owns companies we recommend for divestment | 1 | 1 | 0 | 2 | X | Diversified Emerging Mkts |
| RDWBX | American Funds Dvlpg Wld Gr&Inc R2 | Owns companies we recommend for divestment | 1 | 1 | 0 | 2 | X | Diversified Emerging Mkts |
| CDWAX | American Funds Dvlpg Wld Gr&Inc 529A | Owns companies we recommend for divestment | 1 | 1 | 0 | 2 | X | Diversified Emerging Mkts |
| RDWAX | American Funds Dvlpg Wld Gr&Inc R1 | Owns companies we recommend for divestment | 1 | 1 | 0 | 2 | X | Diversified Emerging Mkts |
| FDWGX | American Funds Dvlpg Wld Gr&Inc F3 | Owns companies we recommend for divestment | 1 | 1 | 0 | 2 | X | Diversified Emerging Mkts |
| DWGHX | American Funds Dvlpg Wld Gr&Inc F2 | Owns companies we recommend for divestment | 1 | 1 | 0 | 2 | X | Diversified Emerging Mkts |
| DWGFX | American Funds Dvlpg Wld Gr&Inc F1 | Owns companies we recommend for divestment | 1 | 1 | 0 | 2 | X | Diversified Emerging Mkts |
| DWGCX | American Funds Dvlpg Wld Gr&Inc C | Owns companies we recommend for divestment | 1 | 1 | 0 | 2 | X | Diversified Emerging Mkts |
| DWGAX | American Funds Dvlpg Wld Gr&Inc A | Owns companies we recommend for divestment | 1 | 1 | 0 | 2 | X | Diversified Emerging Mkts |
| CDWFX | American Funds Dvlpg Wld Gr&Inc 529F1 | Owns companies we recommend for divestment | 1 | 1 | 0 | 2 | X | Diversified Emerging Mkts |
| CDWEX | American Funds Dvlpg Wld Gr&Inc 529E | Owns companies we recommend for divestment | 1 | 1 | 0 | 2 | X | Diversified Emerging Mkts |
| CDWCX | American Funds Dvlpg Wld Gr&Inc 529C | Owns companies we recommend for divestment | 1 | 1 | 0 | 2 | X | Diversified Emerging Mkts |
| ARKF | ARK Fintech Innovation ETF | Owns companies we recommend for divestment | 1 | 1 | 6 | 2 | X | Technology |
| ARKW | ARK Next Generation Internet ETF | Owns companies we recommend for divestment | 1 | 2 | 5 | 4 | X | Technology |
| AMDVX | American Century Mid Cap Value R6 | Owns companies we recommend for divestment | 1 | 1 | 2 | 1 | X | Mid-Cap Value |
| IRCSX | Bernstein International Small Cap SCB | Owns companies we recommend for divestment | 1 | 1 | 3 | 0 | X | Foreign Small/Mid Blend |
| BLZKX | BlackRock Sustainable Adg EM Eq K | Owns companies we recommend for divestment | 1 | 0 | 2 | 0 | V | Diversified Emerging Mkts |
| BLZAX | BlackRock Sustainable Adg EM Eq Inv A | Owns companies we recommend for divestment | 1 | 0 | 2 | 0 | V | Diversified Emerging Mkts |
| BLZIX | BlackRock Sustainable Adg EM Eq Ins | Owns companies we recommend for divestment | 1 | 0 | 2 | 0 | V | Diversified Emerging Mkts |
| STSEX | BlackRock Exchange BlackRock | Owns companies we recommend for divestment | 1 | 3 | 3 | 2 | X | Large Blend |
| BACCX | BlackRock Energy Opportunities Inv C | Owns companies we recommend for divestment | 1 | 0 | 2 | 0 | X | Equity Energy |
| BACAX | BlackRock Energy Opportunities Inv A | Owns companies we recommend for divestment | 1 | 0 | 2 | 0 | X | Equity Energy |
| BACIX | BlackRock Energy Opportunities Instl | Owns companies we recommend for divestment | 1 | 0 | 2 | 0 | X | Equity Energy |
| BOGSX | Black Oak Emerging Technology | Owns companies we recommend for divestment | 1 | 0 | 2 | 2 | X | Technology |
| STESX | Bernstein International Strat Eqs SCB | Owns companies we recommend for divestment | 1 | 0 | 5 | 2 | X | Foreign Large Blend |
| BEEX | BeeHive ETF | Owns companies we recommend for divestment | 1 | 7 | 5 | 6 | X | Large Blend |
| BSVAX | BlackRock Sustainable US Value Eq Inv A | Owns companies we recommend for divestment | 1 | 6 | 6 | 3 | V | Large Value |
| BBHLX | BBH Partner Fund - International Eq I | Owns companies we recommend for divestment | 1 | 1 | 2 | 3 | X | Foreign Large Growth |
| BVSIX | Baywood Socially Responsible Instl | Owns companies we recommend for divestment | 1 | 3 | 4 | 2 | V | Large Value |
| BVOIX | Barrow Hanley US Value Opportunities I | Owns companies we recommend for divestment | 1 | 3 | 2 | 2 | X | Large Value |
| SAOPX | Barrett Opportunity Retail | Owns companies we recommend for divestment | 1 | 2 | 3 | 4 | X | Large Blend |
| BTEEX | Baron Technology Retail | Owns companies we recommend for divestment | 1 | 3 | 4 | 3 | X | Technology |
| BTEUX | Baron Technology R6 | Owns companies we recommend for divestment | 1 | 3 | 4 | 3 | X | Technology |
| BTECX | Baron Technology Institutional | Owns companies we recommend for divestment | 1 | 3 | 4 | 3 | X | Technology |
| BGRFX | Baron Growth Retail | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Mid-Cap Growth |
| BGRUX | Baron Growth R6 | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Mid-Cap Growth |
| BSUVX | BlackRock Sustainable US Value Eq Ins | Owns companies we recommend for divestment | 1 | 6 | 6 | 3 | V | Large Value |
| BSVKX | BlackRock Sustainable US Value Eq K | Owns companies we recommend for divestment | 1 | 6 | 6 | 3 | V | Large Value |
| BDAFX | Baron Durable Advantage Retail | Owns companies we recommend for divestment | 1 | 4 | 5 | 6 | X | Large Growth |
| DEQYX | BNY Mellon Global Equity Income - Y | Owns companies we recommend for divestment | 1 | 1 | 3 | 1 | X | Global Large-Stock Value |
| DWOAX | BNY Mellon Research Growth A | Owns companies we recommend for divestment | 1 | 4 | 4 | 4 | X | Large Growth |
| DSCYX | BNY Mellon Opportunistic Small Cap Y | Owns companies we recommend for divestment | 1 | 3 | 1 | 3 | X | Small Blend |
| DSCVX | BNY Mellon Opportunistic Small Cap Inv | Owns companies we recommend for divestment | 1 | 3 | 1 | 3 | X | Small Blend |
| DOPIX | BNY Mellon Opportunistic Small Cap I | Owns companies we recommend for divestment | 1 | 3 | 1 | 3 | X | Small Blend |
| DREVX | BNY Mellon Large Cap Securities Inc | Owns companies we recommend for divestment | 1 | 6 | 5 | 5 | X | Large Growth |
| DLACX | BNY Mellon Large Cap Equity Y | Owns companies we recommend for divestment | 1 | 7 | 7 | 7 | X | Large Blend |
| DLQIX | BNY Mellon Large Cap Equity I | Owns companies we recommend for divestment | 1 | 7 | 7 | 7 | X | Large Blend |
| DEYCX | BNY Mellon Large Cap Equity C | Owns companies we recommend for divestment | 1 | 7 | 7 | 7 | X | Large Blend |
| DLQAX | BNY Mellon Large Cap Equity A | Owns companies we recommend for divestment | 1 | 7 | 7 | 7 | X | Large Blend |
| DQEIX | BNY Mellon Global Equity Income - I | Owns companies we recommend for divestment | 1 | 1 | 3 | 1 | X | Global Large-Stock Value |
| BGSIX | BlackRock Technology Opportunities Instl | Owns companies we recommend for divestment | 1 | 3 | 7 | 6 | X | Technology |
| DEQCX | BNY Mellon Global Equity Income - C | Owns companies we recommend for divestment | 1 | 1 | 3 | 1 | X | Global Large-Stock Value |
| DEQAX | BNY Mellon Global Equity Income - A | Owns companies we recommend for divestment | 1 | 1 | 3 | 1 | X | Global Large-Stock Value |
| BKEM | BNY Mellon Emerging Markets Equity ETF | Owns companies we recommend for divestment | 1 | 0 | 8 | 0 | X | Diversified Emerging Mkts |
| BCGDX | Blue Current Global Dividend Instl | Owns companies we recommend for divestment | 1 | 2 | 6 | 4 | X | Global Large-Stock Value |
| BSTSX | BlackRock Technology Opportunities Svc | Owns companies we recommend for divestment | 1 | 3 | 7 | 6 | X | Technology |
| BGSRX | BlackRock Technology Opportunities R | Owns companies we recommend for divestment | 1 | 3 | 7 | 6 | X | Technology |
| BTEKX | BlackRock Technology Opportunities K | Owns companies we recommend for divestment | 1 | 3 | 7 | 6 | X | Technology |
| BGSCX | BlackRock Technology Opportunities Inv C | Owns companies we recommend for divestment | 1 | 3 | 7 | 6 | X | Technology |
| BGSAX | BlackRock Technology Opportunities Inv A | Owns companies we recommend for divestment | 1 | 3 | 7 | 6 | X | Technology |
| BGRIX | Baron Growth Instl | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Mid-Cap Growth |
| BDAUX | Baron Durable Advantage R6 | Owns companies we recommend for divestment | 1 | 4 | 5 | 6 | X | Large Growth |
| APDHX | Artisan Global Equity Advisor | Owns companies we recommend for divestment | 1 | 2 | 5 | 4 | X | Global Large-Stock Growth |
| ARTKX | Artisan International Value Investor | Owns companies we recommend for divestment | 1 | 2 | 1 | 2 | X | Foreign Large Blend |
| AVENX | Avantis® Emerging Markets Equity G | Owns companies we recommend for divestment | 1 | 0 | 11 | 0 | X | Diversified Emerging Mkts |
| AVXC | Avantis Emerging Markets Ex-Chn Eq ETF | Owns companies we recommend for divestment | 1 | 0 | 10 | 0 | X | Diversified Emerging Mkts |
| AVEM | Avantis Emerging Markets Equity ETF | Owns companies we recommend for divestment | 1 | 0 | 11 | 0 | X | Diversified Emerging Mkts |
| ARTLX | Artisan Value Investor | Owns companies we recommend for divestment | 1 | 2 | 4 | 2 | X | Large Value |
| APHLX | Artisan Value Institutional | Owns companies we recommend for divestment | 1 | 2 | 4 | 2 | X | Large Value |
| APDLX | Artisan Value Advisor | Owns companies we recommend for divestment | 1 | 2 | 4 | 2 | X | Large Value |
| ARTZX | Artisan Sustainable Emerging Mkts Inv | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | V | Diversified Emerging Mkts |
| APHEX | Artisan Sustainable Emerging Mkts Inst | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | V | Diversified Emerging Mkts |
| APDEX | Artisan Sustainable Emerging Markets Adv | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | V | Diversified Emerging Mkts |
| APHKX | Artisan International Value Instl | Owns companies we recommend for divestment | 1 | 2 | 1 | 2 | X | Foreign Large Blend |
| CHGX | AXS Change Finance ESG ETF | Owns companies we recommend for divestment | 1 | 1 | 5 | 3 | V | Large Blend |
| APDKX | Artisan International Value Advisor | Owns companies we recommend for divestment | 1 | 2 | 1 | 2 | X | Foreign Large Blend |
| ARTIX | Artisan International Investor | Owns companies we recommend for divestment | 1 | 1 | 2 | 2 | X | Foreign Large Growth |
| APHIX | Artisan International Institutional | Owns companies we recommend for divestment | 1 | 1 | 2 | 2 | X | Foreign Large Growth |
| APDIX | Artisan International Advisor | Owns companies we recommend for divestment | 1 | 1 | 2 | 2 | X | Foreign Large Growth |
| ARTRX | Artisan Global Opportunities Inv | Owns companies we recommend for divestment | 1 | 2 | 4 | 3 | X | Global Large-Stock Growth |
| APHRX | Artisan Global Opportunities Instl | Owns companies we recommend for divestment | 1 | 2 | 4 | 3 | X | Global Large-Stock Growth |
| APDRX | Artisan Global Opportunities Advisor | Owns companies we recommend for divestment | 1 | 2 | 4 | 3 | X | Global Large-Stock Growth |
| ARTHX | Artisan Global Equity Investor | Owns companies we recommend for divestment | 1 | 2 | 5 | 4 | X | Global Large-Stock Growth |
| APHHX | Artisan Global Equity Institutional | Owns companies we recommend for divestment | 1 | 2 | 5 | 4 | X | Global Large-Stock Growth |
| AVEEX | Avantis® Emerging Markets Equity Instl | Owns companies we recommend for divestment | 1 | 0 | 11 | 0 | X | Diversified Emerging Mkts |
| NXTE | AXS Green Alpha ETF | Owns companies we recommend for divestment | 1 | 0 | 2 | 0 | V | Global Large-Stock Blend |
| BDAIX | Baron Durable Advantage Institutional | Owns companies we recommend for divestment | 1 | 4 | 5 | 6 | X | Large Growth |
| BGKEX | Baillie Gifford Emerging Markets Eqs K | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| BDFFX | Baron Discovery Retail | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Small Growth |
| BDFUX | Baron Discovery R6 | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Small Growth |
| BDFIX | Baron Discovery Institutional | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Small Growth |
| BCUS | BANCREEK U.S. Large Cap ETF | Owns companies we recommend for divestment | 1 | 3 | 2 | 2 | X | Large Blend |
| MGMT | Ballast Small/Mid Cap ETF | Owns companies we recommend for divestment | 1 | 1 | 2 | 1 | X | Small Blend |
| BSVSX | Baird Equity Opportunity Investor | Owns companies we recommend for divestment | 1 | 1 | 1 | 1 | X | Small Growth |
| BSVIX | Baird Equity Opportunity Institutional | Owns companies we recommend for divestment | 1 | 1 | 1 | 1 | X | Small Growth |
| Bain Capital Equity Opportunities 2 | Owns companies we recommend for divestment | 1 | 1 | 3 | 1 | X | Global Large-Stock Blend |
| Bain Capital Equity Opportunities 1 | Owns companies we recommend for divestment | 1 | 1 | 3 | 1 | X | Global Large-Stock Blend |
| BGEGX | Baillie Gifford Emerging Markets Eqs I | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| KNO | AXS Knowledge Leaders ETF | Owns companies we recommend for divestment | 1 | 0 | 3 | 0 | X | Global Large-Stock Blend |
| BGEDX | Baillie Gifford Emerging Markets Eqs 5 | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| BGEPX | Baillie Gifford Emerging Markets Eqs 4 | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| BGELX | Baillie Gifford Emerging Markets Eqs 3 | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| BGEHX | Baillie Gifford Emerging Markets Eqs 2 | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| BGEZX | Baillie Gifford Emer Mkt Ex Chn K | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| BGEWX | Baillie Gifford Emer Mkt Ex Chn Instl | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| SMIG | Bahl & Gaynor Sm/Md Cp Inc Gr ETF | Owns companies we recommend for divestment | 1 | 0 | 1 | 1 | X | Mid-Cap Value |
| ADJEX | Azzad Ethical | Owns companies we recommend for divestment | 1 | 1 | 1 | 1 | X | Mid-Cap Growth |
| NRSH | Aztlan NA Nearshoring Stk Sel ETF | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Industrials |
| AMVYX | American Century Mid Cap Value Y | Owns companies we recommend for divestment | 1 | 1 | 2 | 1 | X | Mid-Cap Value |
| AMVGX | American Century Mid Cap Value R5 | Owns companies we recommend for divestment | 1 | 1 | 2 | 1 | X | Mid-Cap Value |
| DWOIX | BNY Mellon Research Growth I | Owns companies we recommend for divestment | 1 | 4 | 4 | 4 | X | Large Growth |
| AWACX | AB Wealth Appreciation Strategy C | Owns companies we recommend for divestment | 1 | 5 | 6 | 5 | X | Global Large-Stock Blend |
| GXXIX | abrdn US Sustainable Leaders InstlSvc | Owns companies we recommend for divestment | 1 | 3 | 3 | 3 | V | Large Growth |
| GGLIX | abrdn US Sustainable Leaders Instl | Owns companies we recommend for divestment | 1 | 3 | 3 | 3 | V | Large Growth |
| GXXAX | abrdn US Sustainable Leaders A | Owns companies we recommend for divestment | 1 | 3 | 3 | 3 | V | Large Growth |
| AIFRX | abrdn Global Infrastructure Instl | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Infrastructure |
| AIAFX | abrdn Global Infrastructure A | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Infrastructure |
| ADVDX | abrdn Dynamic Dividend Instl | Owns companies we recommend for divestment | 1 | 3 | 6 | 3 | X | Global Large-Stock Value |
| ADAVX | abrdn Dynamic Dividend A | Owns companies we recommend for divestment | 1 | 3 | 6 | 3 | X | Global Large-Stock Value |
| ABLD | Abacus FCF Real Assets Leaders ETF | Owns companies we recommend for divestment | 1 | 0 | 4 | 0 | X | Large Value |
| ABLG | Abacus FCF International Leaders ETF | Owns companies we recommend for divestment | 1 | 1 | 2 | 3 | X | Foreign Large Blend |
| AWAYX | AB Wealth Appreciation Strategy Advisor | Owns companies we recommend for divestment | 1 | 5 | 6 | 5 | X | Global Large-Stock Blend |
| ACROX | ACR Opportunity Fund I Shares | Owns companies we recommend for divestment | 1 | 2 | 3 | 1 | X | Tactical Allocation |
| AWAAX | AB Wealth Appreciation Strategy A | Owns companies we recommend for divestment | 1 | 5 | 6 | 5 | X | Global Large-Stock Blend |
| LRGC | AB US Large Cap Strategic Equities ETF | Owns companies we recommend for divestment | 1 | 5 | 6 | 5 | X | Large Blend |
| QUAZX | AB Small Cap Growth Z | Owns companies we recommend for divestment | 1 | 0 | 1 | 1 | X | Small Growth |
| QUARX | AB Small Cap Growth R | Owns companies we recommend for divestment | 1 | 0 | 1 | 1 | X | Small Growth |
| QUAKX | AB Small Cap Growth K | Owns companies we recommend for divestment | 1 | 0 | 1 | 1 | X | Small Growth |
| QUAIX | AB Small Cap Growth I | Owns companies we recommend for divestment | 1 | 0 | 1 | 1 | X | Small Growth |
| QUACX | AB Small Cap Growth C | Owns companies we recommend for divestment | 1 | 0 | 1 | 1 | X | Small Growth |
| QUAYX | AB Small Cap Growth Advisor | Owns companies we recommend for divestment | 1 | 0 | 1 | 1 | X | Small Growth |
| QUASX | AB Small Cap Growth A | Owns companies we recommend for divestment | 1 | 0 | 1 | 1 | X | Small Growth |
| ABEQ | Absolute Select Value ETF | Owns companies we recommend for divestment | 1 | 1 | 2 | 0 | X | Large Value |
| JSTC | Adasina Social Justice All Cp Glbl ETF | Owns companies we recommend for divestment | 1 | 2 | 9 | 2 | V | Global Large-Stock Blend |
| ABVIX | AB Large Cap Value I | Owns companies we recommend for divestment | 1 | 2 | 4 | 2 | X | Large Value |
| ALGCX | Alger International Opportunities C | Owns companies we recommend for divestment | 1 | 0 | 2 | 1 | X | Foreign Large Growth |
| SCSDX | Allspring Common Stock Admin | Owns companies we recommend for divestment | 1 | 1 | 0 | 3 | X | Mid-Cap Blend |
| SCSAX | Allspring Common Stock A | Owns companies we recommend for divestment | 1 | 1 | 0 | 3 | X | Mid-Cap Blend |
| ASMZX | Alger Weatherbie Specialized Growth Z | Owns companies we recommend for divestment | 1 | 1 | 1 | 1 | X | Small Growth |
| ASYMX | Alger Weatherbie Specialized Growth Y | Owns companies we recommend for divestment | 1 | 1 | 1 | 1 | X | Small Growth |
| ASIMX | Alger Weatherbie Specialized Growth I | Owns companies we recommend for divestment | 1 | 1 | 1 | 1 | X | Small Growth |
| ALMCX | Alger Weatherbie Specialized Growth C | Owns companies we recommend for divestment | 1 | 1 | 1 | 1 | X | Small Growth |
| ALMAX | Alger Weatherbie Specialized Growth A | Owns companies we recommend for divestment | 1 | 1 | 1 | 1 | X | Small Growth |
| ALCZX | Alger International Opportunities Z | Owns companies we recommend for divestment | 1 | 0 | 2 | 1 | X | Foreign Large Growth |
| AIGIX | Alger International Opportunities I | Owns companies we recommend for divestment | 1 | 0 | 2 | 1 | X | Foreign Large Growth |
| AFGPX | Alger International Opportunities B | Owns companies we recommend for divestment | 1 | 0 | 2 | 1 | X | Foreign Large Growth |
| ADLVX | Adler Value Institutional | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Mid-Cap Value |
| ALGAX | Alger International Opportunities A | Owns companies we recommend for divestment | 1 | 0 | 2 | 1 | X | Foreign Large Growth |
| AFGZX | Alger Global Equity Z | Owns companies we recommend for divestment | 1 | 4 | 5 | 5 | X | Global Large-Stock Growth |
| AFGIX | Alger Global Equity I | Owns companies we recommend for divestment | 1 | 4 | 5 | 5 | X | Global Large-Stock Growth |
| CHUCX | Alger Global Equity C | Owns companies we recommend for divestment | 1 | 4 | 5 | 5 | X | Global Large-Stock Growth |
| CHUSX | Alger Global Equity A | Owns companies we recommend for divestment | 1 | 4 | 5 | 5 | X | Global Large-Stock Growth |
| ALAI | Alger AI Enablers & Adopters ETF | Owns companies we recommend for divestment | 1 | 3 | 5 | 3 | X | Technology |
| EATZ | AdvisorShares Restaurant ETF | Owns companies we recommend for divestment | 1 | 3 | 0 | 1 | X | Consumer Cyclical |
| BEDZ | AdvisorShares Hotel ETF | Owns companies we recommend for divestment | 1 | 1 | 4 | 1 | X | Consumer Cyclical |
| CWS | AdvisorShares Focused Equity ETF | Owns companies we recommend for divestment | 1 | 0 | 0 | 2 | X | Mid-Cap Blend |
| ABVZX | AB Large Cap Value Z | Owns companies we recommend for divestment | 1 | 2 | 4 | 2 | X | Large Value |
| ABVCX | AB Large Cap Value C | Owns companies we recommend for divestment | 1 | 2 | 4 | 2 | X | Large Value |
| SCNSX | Allspring Common Stock Inst | Owns companies we recommend for divestment | 1 | 1 | 0 | 3 | X | Mid-Cap Blend |
| DEMSX | DFA Emerging Markets Small Cap I | Owns companies we recommend for divestment | 0 | 0 | 4 | 0 | X | Diversified Emerging Mkts |
| PSECX | 1789 Growth and Income C | Owns companies we recommend for divestment | 1 | 2 | 2 | 2 | X | Large Value |
| TNVRX | 1290 GAMCO Small/Mid Cap Value R | Owns companies we recommend for divestment | 1 | 1 | 5 | 2 | X | Small Value |
| TNVIX | 1290 GAMCO Small/Mid Cap Value I | Owns companies we recommend for divestment | 1 | 1 | 5 | 2 | X | Small Value |
| TNVAX | 1290 GAMCO Small/Mid Cap Value A | Owns companies we recommend for divestment | 1 | 1 | 5 | 2 | X | Small Value |
| ESCKX | 1290 Essex Small Cap Growth R | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Small Growth |
| ESCJX | 1290 Essex Small Cap Growth I | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Small Growth |
| ESCFX | 1290 Essex Small Cap Growth A | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Small Growth |
| CXSE | WisdomTree China ex-State-Owd Entpr ETF | Owns companies we recommend for divestment | 0 | 0 | 1 | 0 | X | China Region |
| AVES | Avantis Emerging Markets Value ETF | Owns companies we recommend for divestment | 0 | 0 | 5 | 0 | X | Diversified Emerging Mkts |
| FSJHX | Fidelity Advisor Stock Sel M | Owns companies we recommend for divestment | 7 | 12 | 18 | 10 | X | Large Blend |
| BDIV | AAM Brentview Dividend Growth ETF | Owns companies we recommend for divestment | 1 | 2 | 2 | 2 | X | Large Value |
| FEM | First Trust Emerging Mrkts AlphaDEX® ETF | Owns companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| FLAX | Franklin FTSE Asia ex Japan ETF | Owns companies we recommend for divestment | 0 | 0 | 7 | 0 | X | Pacific/Asia ex-Japan Stk |
| FLCH | Franklin FTSE China ETF | Owns companies we recommend for divestment | 0 | 0 | 3 | 0 | X | China Region |
| MFEM | PIMCO RAFI Dyn Mlt-Fctr Emrg Mkts Eq ETF | Owns companies we recommend for divestment | 0 | 0 | 6 | 0 | X | Diversified Emerging Mkts |
| AAXJ | iShares MSCI All Country Asia ex Jpn ETF | Owns companies we recommend for divestment | 0 | 0 | 7 | 0 | X | Pacific/Asia ex-Japan Stk |
| BKF | iShares MSCI BIC ETF | Owns companies we recommend for divestment | 0 | 0 | 3 | 0 | X | Diversified Emerging Mkts |
| MCHI | iShares MSCI China ETF | Owns companies we recommend for divestment | 0 | 0 | 2 | 0 | X | China Region |
| EEMA | iShares MSCI Emerging Markets Asia ETF | Owns companies we recommend for divestment | 0 | 0 | 7 | 0 | X | Pacific/Asia ex-Japan Stk |
| KALL | KraneShares MSCI All China ETF | Owns companies we recommend for divestment | 0 | 0 | 1 | 0 | X | China Region |
| PSEPX | 1789 Growth and Income P | Owns companies we recommend for divestment | 1 | 2 | 2 | 2 | X | Large Value |
| SAWS | AAM Sawgrass U.S. Sm Cp Qual Gr ETF | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Small Growth |
| ABVYX | AB Large Cap Value Advisor | Owns companies we recommend for divestment | 1 | 2 | 4 | 2 | X | Large Value |
| GCECX | AB Global Core Equity C | Owns companies we recommend for divestment | 1 | 4 | 7 | 7 | X | Global Large-Stock Blend |
| ABVAX | AB Large Cap Value A | Owns companies we recommend for divestment | 1 | 2 | 4 | 2 | X | Large Value |
| STEZX | AB International Strat Eqs Z | Owns companies we recommend for divestment | 1 | 0 | 5 | 2 | X | Foreign Large Blend |
| STEYX | AB International Strat Eqs Adv | Owns companies we recommend for divestment | 1 | 0 | 5 | 2 | X | Foreign Large Blend |
| IRCZX | AB International Small Cap Z | Owns companies we recommend for divestment | 1 | 1 | 3 | 0 | X | Foreign Small/Mid Blend |
| IRCYX | AB International Small Cap Adv | Owns companies we recommend for divestment | 1 | 1 | 3 | 0 | X | Foreign Small/Mid Blend |
| AGFIX | AB Growth I | Owns companies we recommend for divestment | 1 | 5 | 5 | 4 | X | Large Growth |
| AGRCX | AB Growth C | Owns companies we recommend for divestment | 1 | 5 | 5 | 4 | X | Large Growth |
| AGRYX | AB Growth Advisor | Owns companies we recommend for divestment | 1 | 5 | 5 | 4 | X | Large Growth |
| AGRFX | AB Growth A | Owns companies we recommend for divestment | 1 | 5 | 5 | 4 | X | Large Growth |
| GCEYX | AB Global Core Equity Advisor | Owns companies we recommend for divestment | 1 | 4 | 7 | 7 | X | Global Large-Stock Blend |
| CIAGX | AB Concentrated International Growth A | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Foreign Large Growth |
| GCEAX | AB Global Core Equity A | Owns companies we recommend for divestment | 1 | 4 | 7 | 7 | X | Global Large-Stock Blend |
| SNEMX | AB Emerging Markets | Owns companies we recommend for divestment | 1 | 0 | 2 | 0 | X | Diversified Emerging Mkts |
| CHCZX | AB Discovery Growth Z | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Mid-Cap Growth |
| CHCIX | AB Discovery Growth I | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Mid-Cap Growth |
| CHCCX | AB Discovery Growth C | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Mid-Cap Growth |
| CHCYX | AB Discovery Growth Advisor | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Mid-Cap Growth |
| CHCLX | AB Discovery Growth A | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Mid-Cap Growth |
| CICGX | AB Concentrated International Growth C | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Foreign Large Growth |
| CIGYX | AB Concentrated International Growth Adv | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Foreign Large Growth |
| STSAX | Allspring Common Stock C | Owns companies we recommend for divestment | 1 | 1 | 0 | 3 | X | Mid-Cap Blend |
| SCSRX | Allspring Common Stock R6 | Owns companies we recommend for divestment | 1 | 1 | 0 | 3 | X | Mid-Cap Blend |
| AMVRX | American Century Mid Cap Value R | Owns companies we recommend for divestment | 1 | 1 | 2 | 1 | X | Mid-Cap Value |
| SHXCX | American Beacon Shapiro Equity Opps C | Owns companies we recommend for divestment | 1 | 2 | 2 | 2 | X | Mid-Cap Value |
| SPWYX | American Beacon Stephens Sm Cp Gr Y | Owns companies we recommend for divestment | 1 | 1 | 1 | 1 | X | Small Growth |
| STSRX | American Beacon Stephens Sm Cp Gr R6 | Owns companies we recommend for divestment | 1 | 1 | 1 | 1 | X | Small Growth |
| STSIX | American Beacon Stephens Sm Cp Gr R5 | Owns companies we recommend for divestment | 1 | 1 | 1 | 1 | X | Small Growth |
| STSGX | American Beacon Stephens Sm Cp Gr Inv | Owns companies we recommend for divestment | 1 | 1 | 1 | 1 | X | Small Growth |
| SPWCX | American Beacon Stephens Sm Cp Gr C | Owns companies we recommend for divestment | 1 | 1 | 1 | 1 | X | Small Growth |
| SPWAX | American Beacon Stephens Sm Cp Gr A | Owns companies we recommend for divestment | 1 | 1 | 1 | 1 | X | Small Growth |
| SHXYX | American Beacon Shapiro Equity Opps Y | Owns companies we recommend for divestment | 1 | 2 | 2 | 2 | X | Mid-Cap Value |
| SHXIX | American Beacon Shapiro Equity Opps R5 | Owns companies we recommend for divestment | 1 | 2 | 2 | 2 | X | Mid-Cap Value |
| SHXPX | American Beacon Shapiro Equity Opps Inv | Owns companies we recommend for divestment | 1 | 2 | 2 | 2 | X | Mid-Cap Value |
| SHXAX | American Beacon Shapiro Equity Opps A | Owns companies we recommend for divestment | 1 | 2 | 2 | 2 | X | Mid-Cap Value |
| ACECX | American Century Emerging Markets C | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| ZGFAX | American Beacon Ninety One Gbl Frnchs Y | Owns companies we recommend for divestment | 1 | 3 | 4 | 3 | X | Global Large-Stock Growth |
| ZGFRX | American Beacon Ninety One Gbl Frnchs R6 | Owns companies we recommend for divestment | 1 | 3 | 4 | 3 | X | Global Large-Stock Growth |
| ZGFIX | American Beacon Ninety One Gbl Frnchs R5 | Owns companies we recommend for divestment | 1 | 3 | 4 | 3 | X | Global Large-Stock Growth |
| BLYYX | American Beacon Man Lg Cp Growth Y | Owns companies we recommend for divestment | 1 | 5 | 7 | 4 | X | Large Growth |
| BLYRX | American Beacon Man Lg Cp Growth R6 | Owns companies we recommend for divestment | 1 | 5 | 7 | 4 | X | Large Growth |
| BRLGX | American Beacon Man Lg Cp Growth R5 | Owns companies we recommend for divestment | 1 | 5 | 7 | 4 | X | Large Growth |
| BLYPX | American Beacon Man Lg Cp Growth Inv | Owns companies we recommend for divestment | 1 | 5 | 7 | 4 | X | Large Growth |
| BLYCX | American Beacon Man Lg Cp Growth C | Owns companies we recommend for divestment | 1 | 5 | 7 | 4 | X | Large Growth |
| BLYAX | American Beacon Man Lg Cp Growth A | Owns companies we recommend for divestment | 1 | 5 | 7 | 4 | X | Large Growth |
| AEMMX | American Century Emerging Markets A | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| ACADX | American Century Emerging Markets G | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| TOVIX | American Beacon IMC Int Small Cap R5 | Owns companies we recommend for divestment | 1 | 0 | 3 | 1 | X | Foreign Small/Mid Growth |
| ALVIX | American Century Focused Lg Cap Val Inv | Owns companies we recommend for divestment | 1 | 1 | 4 | 1 | X | Large Value |
| ACMVX | American Century Mid Cap Value Inv | Owns companies we recommend for divestment | 1 | 1 | 2 | 1 | X | Mid-Cap Value |
| AVUAX | American Century Mid Cap Value I | Owns companies we recommend for divestment | 1 | 1 | 2 | 1 | X | Mid-Cap Value |
| ACIPX | American Century Mid Cap Value G | Owns companies we recommend for divestment | 1 | 1 | 2 | 1 | X | Mid-Cap Value |
| ACCLX | American Century Mid Cap Value C | Owns companies we recommend for divestment | 1 | 1 | 2 | 1 | X | Mid-Cap Value |
| ACLAX | American Century Mid Cap Value A | Owns companies we recommend for divestment | 1 | 1 | 2 | 1 | X | Mid-Cap Value |
| MID | American Century Mid Cap Gr Impact ETF | Owns companies we recommend for divestment | 1 | 1 | 1 | 2 | V | Mid-Cap Growth |
| ALVDX | American Century Focused Lg Cap Val R6 | Owns companies we recommend for divestment | 1 | 1 | 4 | 1 | X | Large Value |
| ALVGX | American Century Focused Lg Cap Val R5 | Owns companies we recommend for divestment | 1 | 1 | 4 | 1 | X | Large Value |
| ALVRX | American Century Focused Lg Cap Val R | Owns companies we recommend for divestment | 1 | 1 | 4 | 1 | X | Large Value |
| ALVSX | American Century Focused Lg Cap Val I | Owns companies we recommend for divestment | 1 | 1 | 4 | 1 | X | Large Value |
| AMKIX | American Century Emerging Markets I | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| ACFLX | American Century Focused Lg Cap Val G | Owns companies we recommend for divestment | 1 | 1 | 4 | 1 | X | Large Value |
| ALPCX | American Century Focused Lg Cap Val C | Owns companies we recommend for divestment | 1 | 1 | 4 | 1 | X | Large Value |
| ALPAX | American Century Focused Lg Cap Val A | Owns companies we recommend for divestment | 1 | 1 | 4 | 1 | X | Large Value |
| FLV | American Century Foc Lrg Cp Val ETF | Owns companies we recommend for divestment | 1 | 1 | 3 | 1 | X | Large Value |
| AEYMX | American Century Emerging Markets Y | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| AEDMX | American Century Emerging Markets R6 | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| AEGMX | American Century Emerging Markets R5 | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| AEMRX | American Century Emerging Markets R | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| TWMIX | American Century Emerging Markets Inv | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| TOVYX | American Beacon IMC Int Small Cap Y | Owns companies we recommend for divestment | 1 | 0 | 3 | 1 | X | Foreign Small/Mid Growth |
| TIVFX | American Beacon IMC Int Small Cap Inv | Owns companies we recommend for divestment | 1 | 0 | 3 | 1 | X | Foreign Small/Mid Growth |
| EMGAX | Allspring Emerging Markets Equity A | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| NVSCX | Allspring Small Company Growth Admin | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Small Growth |
| ACPCX | Allspring Special Intl Sm Cp C | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Foreign Small/Mid Blend |
| ASPAX | Allspring Special Intl Sm Cp A | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Foreign Small/Mid Blend |
| EKGIX | Allspring Special Global Small Cap Inst | Owns companies we recommend for divestment | 1 | 1 | 1 | 0 | X | Global Small/Mid Stock |
| EKGCX | Allspring Special Global Small Cap C | Owns companies we recommend for divestment | 1 | 1 | 1 | 0 | X | Global Small/Mid Stock |
| EKGYX | Allspring Special Global Small Cap Admin | Owns companies we recommend for divestment | 1 | 1 | 1 | 0 | X | Global Small/Mid Stock |
| EKGAX | Allspring Special Global Small Cap A | Owns companies we recommend for divestment | 1 | 1 | 1 | 0 | X | Global Small/Mid Stock |
| WSCRX | Allspring Small Company Growth R6 | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Small Growth |
| WSCGX | Allspring Small Company Growth Inst | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Small Growth |
| WSMCX | Allspring Small Company Growth C | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Small Growth |
| WFSAX | Allspring Small Company Growth A | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Small Growth |
| WICRX | Allspring Special Intl Sm Cp R6 | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Foreign Small/Mid Blend |
| WOFRX | Allspring Opportunity R6 | Owns companies we recommend for divestment | 1 | 3 | 4 | 7 | X | Large Growth |
| WOFNX | Allspring Opportunity Inst | Owns companies we recommend for divestment | 1 | 3 | 4 | 7 | X | Large Growth |
| WFOPX | Allspring Opportunity C | Owns companies we recommend for divestment | 1 | 3 | 4 | 7 | X | Large Growth |
| WOFDX | Allspring Opportunity Admin | Owns companies we recommend for divestment | 1 | 3 | 4 | 7 | X | Large Growth |
| SOPVX | Allspring Opportunity A | Owns companies we recommend for divestment | 1 | 3 | 4 | 7 | X | Large Growth |
| EMGDX | Allspring Emerging Markets Equity R6 | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| EMGNX | Allspring Emerging Markets Equity Inst | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| EMGCX | Allspring Emerging Markets Equity C | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| EMGYX | Allspring Emerging Markets Equity Adm | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| WICIX | Allspring Special Intl Sm Cp Instl | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Foreign Small/Mid Blend |
| ESPAX | Allspring Special Small Cap Value A | Owns companies we recommend for divestment | 1 | 0 | 4 | 0 | X | Small Value |
| ADNYX | American Beacon ARK Transfmt Innov Y | Owns companies we recommend for divestment | 1 | 1 | 3 | 2 | X | Mid-Cap Growth |
| AVPEX | ALPS Global Opportunity Portfolio Cl III | Owns companies we recommend for divestment | 1 | 4 | 4 | 4 | X | Global Small/Mid Stock |
| ADNRX | American Beacon ARK Transfmt Innov R6 | Owns companies we recommend for divestment | 1 | 1 | 3 | 2 | X | Mid-Cap Growth |
| ADNIX | American Beacon ARK Transfmt Innov R5 | Owns companies we recommend for divestment | 1 | 1 | 3 | 2 | X | Mid-Cap Growth |
| ADNPX | American Beacon ARK Transfmt Innov Inv | Owns companies we recommend for divestment | 1 | 1 | 3 | 2 | X | Mid-Cap Growth |
| ADNCX | American Beacon ARK Transfmt Innov C | Owns companies we recommend for divestment | 1 | 1 | 3 | 2 | X | Mid-Cap Growth |
| ADNAX | American Beacon ARK Transfmt Innov A | Owns companies we recommend for divestment | 1 | 1 | 3 | 2 | X | Mid-Cap Growth |
| AQLGX | Alta Quality Growth Institutional | Owns companies we recommend for divestment | 1 | 4 | 5 | 5 | X | Large Growth |
| OGIG | ALPS O'Shares Glbl Internet Gnts ETF | Owns companies we recommend for divestment | 1 | 3 | 7 | 5 | X | Technology |
| OEUR | ALPS O'Shares Europe Quality Div ETF | Owns companies we recommend for divestment | 1 | 1 | 5 | 2 | X | Europe Stock |
| LPERX | ALPS Global Opportunity R | Owns companies we recommend for divestment | 1 | 4 | 4 | 4 | X | Global Small/Mid Stock |
| ALPS Global Opportunity Portfolio Cl I | Owns companies we recommend for divestment | 1 | 4 | 4 | 4 | X | Global Small/Mid Stock |
| ESPIX | Allspring Special Small Cap Value Adm | Owns companies we recommend for divestment | 1 | 0 | 4 | 0 | X | Small Value |
| LPEFX | ALPS Global Opportunity Inv | Owns companies we recommend for divestment | 1 | 4 | 4 | 4 | X | Global Small/Mid Stock |
| LPEIX | ALPS Global Opportunity I | Owns companies we recommend for divestment | 1 | 4 | 4 | 4 | X | Global Small/Mid Stock |
| LPFCX | ALPS Global Opportunity C | Owns companies we recommend for divestment | 1 | 4 | 4 | 4 | X | Global Small/Mid Stock |
| LPFAX | ALPS Global Opportunity A | Owns companies we recommend for divestment | 1 | 4 | 4 | 4 | X | Global Small/Mid Stock |
| DTEC | ALPS Disruptive Technologies ETF | Owns companies we recommend for divestment | 1 | 0 | 4 | 5 | X | Technology |
| ABCS | Alpha Blue Capital US Sm-Md Cp Dyn ETF | Owns companies we recommend for divestment | 1 | 2 | 6 | 1 | X | Mid-Cap Value |
| QMOM | Alpha Architect US Quantitative Momt ETF | Owns companies we recommend for divestment | 1 | 2 | 1 | 0 | X | Mid-Cap Growth |
| ESPRX | Allspring Special Small Cap Value R6 | Owns companies we recommend for divestment | 1 | 0 | 4 | 0 | X | Small Value |
| ESPNX | Allspring Special Small Cap Value Inst | Owns companies we recommend for divestment | 1 | 0 | 4 | 0 | X | Small Value |
| ESPCX | Allspring Special Small Cap Value C | Owns companies we recommend for divestment | 1 | 0 | 4 | 0 | X | Small Value |
| DWOCX | BNY Mellon Research Growth C | Owns companies we recommend for divestment | 1 | 4 | 4 | 4 | X | Large Growth |
| DRYQX | BNY Mellon Research Growth Y | Owns companies we recommend for divestment | 1 | 4 | 4 | 4 | X | Large Growth |
| FOPPX | Franklin Growth Opportunities R6 | Owns companies we recommend for divestment | 1 | 4 | 5 | 7 | X | Large Growth |
| IAFLX | F/m Investments Large Cap Focused Inst | Owns companies we recommend for divestment | 1 | 3 | 7 | 5 | X | Large Growth |
| FICCX | Fidelity Advisor Canada I | Owns companies we recommend for divestment | 1 | 1 | 1 | 1 | X | Miscellaneous Region |
| FCCNX | Fidelity Advisor Canada C | Owns companies we recommend for divestment | 1 | 1 | 1 | 1 | X | Miscellaneous Region |
| FACNX | Fidelity Advisor Canada A | Owns companies we recommend for divestment | 1 | 1 | 1 | 1 | X | Miscellaneous Region |
| SVALX | Federated Hermes Strategic Value Div R6 | Owns companies we recommend for divestment | 1 | 1 | 3 | 1 | X | Large Value |
| SVAIX | Federated Hermes Strategic Value Div IS | Owns companies we recommend for divestment | 1 | 1 | 3 | 1 | X | Large Value |
| SVACX | Federated Hermes Strategic Value Div C | Owns companies we recommend for divestment | 1 | 1 | 3 | 1 | X | Large Value |
| SVAAX | Federated Hermes Strategic Value Div A | Owns companies we recommend for divestment | 1 | 1 | 3 | 1 | X | Large Value |
| FOCIX | Fairholme Focused Income | Owns companies we recommend for divestment | 1 | 0 | 2 | 0 | X | Moderately Conservative Allocation |
| IAFMX | F/m Investments Large Cap Focused Inv | Owns companies we recommend for divestment | 1 | 3 | 7 | 5 | X | Large Growth |
| INVNX | Evolutionary Tree Innovators I | Owns companies we recommend for divestment | 1 | 3 | 3 | 3 | X | Large Growth |
| FIQEX | Fidelity Advisor Canada Z | Owns companies we recommend for divestment | 1 | 1 | 1 | 1 | X | Miscellaneous Region |
| INVTX | Evolutionary Tree Innovators A | Owns companies we recommend for divestment | 1 | 3 | 3 | 3 | X | Large Growth |
| ETLNX | Eventide Large Cap Focus N | Owns companies we recommend for divestment | 1 | 1 | 3 | 1 | V | Large Blend |
| ETLIX | Eventide Large Cap Focus I | Owns companies we recommend for divestment | 1 | 1 | 3 | 1 | V | Large Blend |
| ETLCX | Eventide Large Cap Focus C | Owns companies we recommend for divestment | 1 | 1 | 3 | 1 | V | Large Blend |
| ETLAX | Eventide Large Cap Focus A | Owns companies we recommend for divestment | 1 | 1 | 3 | 1 | V | Large Blend |
| ELCV | Eventide High Dividend ETF | Owns companies we recommend for divestment | 1 | 1 | 2 | 1 | X | Large Value |
| ETNDX | Eventide Dividend Growth N | Owns companies we recommend for divestment | 1 | 3 | 2 | 3 | V | Mid-Cap Blend |
| ETIDX | Eventide Dividend Growth I | Owns companies we recommend for divestment | 1 | 3 | 2 | 3 | V | Mid-Cap Blend |
| ETCDX | Eventide Dividend Growth C | Owns companies we recommend for divestment | 1 | 3 | 2 | 3 | V | Mid-Cap Blend |
| FTCNX | Fidelity Advisor Canada M | Owns companies we recommend for divestment | 1 | 1 | 1 | 1 | X | Miscellaneous Region |
| FCNAX | Fidelity Advisor Consumer Discret A | Owns companies we recommend for divestment | 1 | 5 | 4 | 3 | X | Consumer Cyclical |
| ETNMX | Eventide Balanced Fund Class N | Owns companies we recommend for divestment | 1 | 3 | 2 | 3 | V | Moderate Allocation |
| FSFNX | Fidelity Advisor Focused Stock I | Owns companies we recommend for divestment | 1 | 4 | 6 | 4 | X | Large Growth |
| FAPKX | Fidelity Advisor Healthy Future C | Owns companies we recommend for divestment | 1 | 1 | 4 | 1 | V | Large Growth |
| FAPJX | Fidelity Advisor Healthy Future A | Owns companies we recommend for divestment | 1 | 1 | 4 | 1 | V | Large Growth |
| FIQRX | Fidelity Advisor Global Commodity Stk Z | Owns companies we recommend for divestment | 1 | 1 | 3 | 0 | X | Natural Resources |
| FFGTX | Fidelity Advisor Global Commodity Stk M | Owns companies we recommend for divestment | 1 | 1 | 3 | 0 | X | Natural Resources |
| FFGIX | Fidelity Advisor Global Commodity Stk I | Owns companies we recommend for divestment | 1 | 1 | 3 | 0 | X | Natural Resources |
| FCGCX | Fidelity Advisor Global Commodity Stk C | Owns companies we recommend for divestment | 1 | 1 | 3 | 0 | X | Natural Resources |
| FFGAX | Fidelity Advisor Global Commodity Stk A | Owns companies we recommend for divestment | 1 | 1 | 3 | 0 | X | Natural Resources |
| FSFOX | Fidelity Advisor Focused Stock Z | Owns companies we recommend for divestment | 1 | 4 | 6 | 4 | X | Large Growth |
| FSFJX | Fidelity Advisor Focused Stock M | Owns companies we recommend for divestment | 1 | 4 | 6 | 4 | X | Large Growth |
| FSFMX | Fidelity Advisor Focused Stock C | Owns companies we recommend for divestment | 1 | 4 | 6 | 4 | X | Large Growth |
| FCECX | Fidelity Advisor Consumer Discret C | Owns companies we recommend for divestment | 1 | 5 | 4 | 3 | X | Consumer Cyclical |
| FSFGX | Fidelity Advisor Focused Stock A | Owns companies we recommend for divestment | 1 | 4 | 6 | 4 | X | Large Growth |
| FIKBX | Fidelity Advisor Financials Z | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Financial |
| FAFSX | Fidelity Advisor Financials M | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Financial |
| FFSIX | Fidelity Advisor Financials I | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Financial |
| FAFCX | Fidelity Advisor Financials C | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Financial |
| FAFDX | Fidelity Advisor Financials A | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Financial |
| FIJZX | Fidelity Advisor Consumer Discret Z | Owns companies we recommend for divestment | 1 | 5 | 4 | 3 | X | Consumer Cyclical |
| FACPX | Fidelity Advisor Consumer Discret M | Owns companies we recommend for divestment | 1 | 5 | 4 | 3 | X | Consumer Cyclical |
| FCNIX | Fidelity Advisor Consumer Discret I | Owns companies we recommend for divestment | 1 | 5 | 4 | 3 | X | Consumer Cyclical |
| ETADX | Eventide Dividend Growth A | Owns companies we recommend for divestment | 1 | 3 | 2 | 3 | V | Mid-Cap Blend |
| ETIMX | Eventide Balanced Fund Class I | Owns companies we recommend for divestment | 1 | 3 | 2 | 3 | V | Moderate Allocation |
| FAPLX | Fidelity Advisor Healthy Future M | Owns companies we recommend for divestment | 1 | 1 | 4 | 1 | V | Large Growth |
| DESSX | DWS ESG Core Equity S | Owns companies we recommend for divestment | 1 | 5 | 7 | 4 | V | Large Blend |
| AAAVX | DWS RREEF Real Assets R6 | Owns companies we recommend for divestment | 1 | 0 | 2 | 0 | X | Global Allocation |
| AAAQX | DWS RREEF Real Assets R | Owns companies we recommend for divestment | 1 | 0 | 2 | 0 | X | Global Allocation |
| AAAZX | DWS RREEF Real Assets Inst | Owns companies we recommend for divestment | 1 | 0 | 2 | 0 | X | Global Allocation |
| AAAPX | DWS RREEF Real Assets C | Owns companies we recommend for divestment | 1 | 0 | 2 | 0 | X | Global Allocation |
| AAAAX | DWS RREEF Real Assets A | Owns companies we recommend for divestment | 1 | 0 | 2 | 0 | X | Global Allocation |
| SCQGX | DWS Large Cap Focus Growth S | Owns companies we recommend for divestment | 1 | 5 | 5 | 7 | X | Large Growth |
| SGGIX | DWS Large Cap Focus Growth Inst | Owns companies we recommend for divestment | 1 | 5 | 5 | 7 | X | Large Growth |
| SGGCX | DWS Large Cap Focus Growth C | Owns companies we recommend for divestment | 1 | 5 | 5 | 7 | X | Large Growth |
| SGGAX | DWS Large Cap Focus Growth A | Owns companies we recommend for divestment | 1 | 5 | 5 | 7 | X | Large Growth |
| DESUX | DWS ESG Core Equity R6 | Owns companies we recommend for divestment | 1 | 5 | 7 | 4 | V | Large Blend |
| BSVO | EA Bridgeway Omni Small-Cap Value ETF | Owns companies we recommend for divestment | 1 | 2 | 2 | 2 | X | Small Value |
| DESRX | DWS ESG Core Equity R | Owns companies we recommend for divestment | 1 | 5 | 7 | 4 | V | Large Blend |
| DESGX | DWS ESG Core Equity Institutional | Owns companies we recommend for divestment | 1 | 5 | 7 | 4 | V | Large Blend |
| DESCX | DWS ESG Core Equity C | Owns companies we recommend for divestment | 1 | 5 | 7 | 4 | V | Large Blend |
| DESAX | DWS ESG Core Equity A | Owns companies we recommend for divestment | 1 | 5 | 7 | 4 | V | Large Blend |
| SCGSX | DWS Capital Growth S | Owns companies we recommend for divestment | 1 | 5 | 6 | 9 | X | Large Growth |
| SDGZX | DWS Capital Growth R6 | Owns companies we recommend for divestment | 1 | 5 | 6 | 9 | X | Large Growth |
| SDGTX | DWS Capital Growth Institutional | Owns companies we recommend for divestment | 1 | 5 | 6 | 9 | X | Large Growth |
| SDGCX | DWS Capital Growth C | Owns companies we recommend for divestment | 1 | 5 | 6 | 9 | X | Large Growth |
| SDGAX | DWS Capital Growth A | Owns companies we recommend for divestment | 1 | 5 | 6 | 9 | X | Large Growth |
| AAASX | DWS RREEF Real Assets S | Owns companies we recommend for divestment | 1 | 0 | 2 | 0 | X | Global Allocation |
| EAGL | Eagle Capital Select Equity ETF | Owns companies we recommend for divestment | 1 | 4 | 5 | 3 | X | Large Blend |
| ETCMX | Eventide Balanced Fund Class C | Owns companies we recommend for divestment | 1 | 3 | 2 | 3 | V | Moderate Allocation |
| MXTFX | Empower Small Cap Value Instl | Owns companies we recommend for divestment | 1 | 4 | 1 | 4 | X | Small Value |
| ETAMX | Eventide Balanced Fund Class A | Owns companies we recommend for divestment | 1 | 3 | 2 | 3 | V | Moderate Allocation |
| EPVIX | EuroPac International Value I | Owns companies we recommend for divestment | 1 | 1 | 0 | 0 | X | Foreign Large Value |
| EPIVX | EuroPac International Value A | Owns companies we recommend for divestment | 1 | 1 | 0 | 0 | X | Foreign Large Value |
| ECML | Euclidean Fundamental Value ETF | Owns companies we recommend for divestment | 1 | 1 | 3 | 0 | X | Small Value |
| SIXS | ETC 6 Meridian Small Cap Equity ETF | Owns companies we recommend for divestment | 1 | 2 | 1 | 0 | X | Small Value |
| SXQG | ETC 6 Meridian Quality Growth ETF | Owns companies we recommend for divestment | 1 | 3 | 5 | 3 | X | Large Growth |
| MXMGX | Empower T. Rowe Price Mid Cp Gr Inv | Owns companies we recommend for divestment | 1 | 2 | 1 | 3 | X | Mid-Cap Growth |
| MXYKX | Empower T. Rowe Price Mid Cp Gr Instl | Owns companies we recommend for divestment | 1 | 2 | 1 | 3 | X | Mid-Cap Growth |
| MXLSX | Empower Small Cap Value Inv | Owns companies we recommend for divestment | 1 | 4 | 1 | 4 | X | Small Value |
| EICIX | EIC Value Institutional | Owns companies we recommend for divestment | 1 | 0 | 4 | 3 | X | Large Value |
| EVIFX | Eaton Vance Balanced A | Owns companies we recommend for divestment | 1 | 4 | 5 | 6 | X | Moderate Allocation |
| EICCX | EIC Value C | Owns companies we recommend for divestment | 1 | 0 | 4 | 3 | X | Large Value |
| EICVX | EIC Value A | Owns companies we recommend for divestment | 1 | 0 | 4 | 3 | X | Large Value |
| EIERX | Eaton Vance Stock I | Owns companies we recommend for divestment | 1 | 4 | 5 | 6 | X | Large Blend |
| ECERX | Eaton Vance Stock C | Owns companies we recommend for divestment | 1 | 4 | 5 | 6 | X | Large Blend |
| EAERX | Eaton Vance Stock A | Owns companies we recommend for divestment | 1 | 4 | 5 | 6 | X | Large Blend |
| ESIFX | Eaton Vance Balanced R6 | Owns companies we recommend for divestment | 1 | 4 | 5 | 6 | X | Moderate Allocation |
| ERIFX | Eaton Vance Balanced R | Owns companies we recommend for divestment | 1 | 4 | 5 | 6 | X | Moderate Allocation |
| EIIFX | Eaton Vance Balanced I | Owns companies we recommend for divestment | 1 | 4 | 5 | 6 | X | Moderate Allocation |
| ECIFX | Eaton Vance Balanced C | Owns companies we recommend for divestment | 1 | 4 | 5 | 6 | X | Moderate Allocation |
| FAPMX | Fidelity Advisor Healthy Future I | Owns companies we recommend for divestment | 1 | 1 | 4 | 1 | V | Large Growth |
| FAPNX | Fidelity Advisor Healthy Future Z | Owns companies we recommend for divestment | 1 | 1 | 4 | 1 | V | Large Growth |
| DCDGX | Dunham Small Cap Growth C | Owns companies we recommend for divestment | 1 | 2 | 0 | 2 | X | Small Growth |
| RFDI | First Trust RiverFront Dyn Dev Intl ETF | Owns companies we recommend for divestment | 1 | 1 | 5 | 2 | X | Foreign Large Value |
| GUNR | FlexShares Mstar Glbl Upstrm Nat Res ETF | Owns companies we recommend for divestment | 1 | 3 | 3 | 0 | X | Natural Resources |
| ILESX | Fisher IIG US Lrg Cp Eq Env & Scl Val | Owns companies we recommend for divestment | 1 | 5 | 5 | 4 | V | Large Growth |
| PRAY | FIS Christian Stock ETF | Owns companies we recommend for divestment | 1 | 1 | 3 | 0 | X | Large Blend |
| ALTEX | Firsthand Alternative Energy | Owns companies we recommend for divestment | 1 | 0 | 4 | 0 | V | Technology |
| FIW | First Trust Water ETF | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | V | Natural Resources |
| FKU | First Trust United Kingdom AlphaDEX® ETF | Owns companies we recommend for divestment | 1 | 1 | 1 | 2 | X | Miscellaneous Region |
| FYT | First Trust Small Cap Val AlphaDEX® ETF | Owns companies we recommend for divestment | 1 | 1 | 2 | 2 | X | Small Value |
| EMOT | First Trust S&P 500 Economic Moat ETF | Owns companies we recommend for divestment | 1 | 7 | 8 | 5 | X | Large Blend |
| RFEM | First Trust RiverFront Dyn Em Mkts ETF | Owns companies we recommend for divestment | 1 | 0 | 3 | 0 | X | Diversified Emerging Mkts |
| QTEC | First Trust NASDAQ-100-Tech Sector ETF | Owns companies we recommend for divestment | 1 | 3 | 7 | 4 | X | Technology |
| FMIMX | FMI Common Stock Investor | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Mid-Cap Blend |
| FNK | First Trust Mid Cap Value AlphaDEX® ETF | Owns companies we recommend for divestment | 1 | 3 | 3 | 3 | X | Mid-Cap Value |
| FLN | First Trust Latin America AlphaDEX® ETF | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Latin America Stock |
| ILDR | First Trust Innovation Leaders ETF | Owns companies we recommend for divestment | 1 | 3 | 7 | 4 | X | Large Growth |
| FAN | First Trust Global Wind Energy ETF | Owns companies we recommend for divestment | 1 | 0 | 3 | 0 | V | Miscellaneous Sector |
| FGM | First Trust Germany AlphaDEX® ETF | Owns companies we recommend for divestment | 1 | 0 | 3 | 0 | X | Miscellaneous Region |
| RNEM | First Trust Emerging Markets Eq Sel ETF | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| FDM | First Trust Dow Jones Sel MicroCap ETF | Owns companies we recommend for divestment | 1 | 2 | 1 | 0 | X | Small Value |
| FXD | First Trust Cnsmr Discret AlphaDEX® ETF | Owns companies we recommend for divestment | 1 | 6 | 7 | 5 | X | Consumer Cyclical |
| SKYY | First Trust Cloud Computing ETF | Owns companies we recommend for divestment | 1 | 3 | 7 | 4 | X | Technology |
| FMIUX | FMI Common Stock Institutional | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Mid-Cap Blend |
| FMIFX | FMI International II Ccy UnH Ins | Owns companies we recommend for divestment | 1 | 1 | 3 | 1 | X | Foreign Large Blend |
| EMDM | First Trust Bloomberg Emr Mkt Dem ETF | Owns companies we recommend for divestment | 1 | 0 | 2 | 0 | X | Diversified Emerging Mkts |
| XDAT | Franklin Exponential Data ETF | Owns companies we recommend for divestment | 1 | 2 | 4 | 6 | X | Technology |
| FKARX | Franklin Growth Opportunities R | Owns companies we recommend for divestment | 1 | 4 | 5 | 7 | X | Large Growth |
| FKACX | Franklin Growth Opportunities C | Owns companies we recommend for divestment | 1 | 4 | 5 | 7 | X | Large Growth |
| FRAAX | Franklin Growth Opportunities Adv | Owns companies we recommend for divestment | 1 | 4 | 5 | 7 | X | Large Growth |
| FGRAX | Franklin Growth Opportunities A | Owns companies we recommend for divestment | 1 | 4 | 5 | 7 | X | Large Growth |
| FLMX | Franklin FTSE Mexico ETF | Owns companies we recommend for divestment | 1 | 0 | 2 | 0 | X | Miscellaneous Region |
| FLLA | Franklin FTSE Latin America ETF | Owns companies we recommend for divestment | 1 | 0 | 2 | 0 | X | Latin America Stock |
| FLGR | Franklin FTSE Germany ETF | Owns companies we recommend for divestment | 1 | 0 | 5 | 0 | X | Miscellaneous Region |
| FLCA | Franklin FTSE Canada ETF | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Miscellaneous Region |
| FFOG | Franklin Focused Growth ETF | Owns companies we recommend for divestment | 1 | 5 | 5 | 5 | X | Large Growth |
| QRSVX | FPA Queens Road Small Cap Value Inv | Owns companies we recommend for divestment | 1 | 0 | 1 | 1 | X | Small Value |
| FMIYX | FMI International Institutional | Owns companies we recommend for divestment | 1 | 1 | 3 | 1 | X | Foreign Large Blend |
| QRSIX | FPA Queens Road Small Cap Value Instl | Owns companies we recommend for divestment | 1 | 0 | 1 | 1 | X | Small Value |
| QRSAX | FPA Queens Road Small Cap Value Advisor | Owns companies we recommend for divestment | 1 | 0 | 1 | 1 | X | Small Value |
| FPCGX | Fort Pitt Capital Total Return | Owns companies we recommend for divestment | 1 | 3 | 4 | 5 | X | Large Blend |
| FVRLX | Forester Value R | Owns companies we recommend for divestment | 1 | 3 | 3 | 0 | X | Large Value |
| FVALX | Forester Value N | Owns companies we recommend for divestment | 1 | 3 | 3 | 0 | X | Large Value |
| FVILX | Forester Value I | Owns companies we recommend for divestment | 1 | 3 | 3 | 0 | X | Large Value |
| FMIHX | FMI Large Cap Investor | Owns companies we recommend for divestment | 1 | 3 | 3 | 2 | X | Large Blend |
| FMIQX | FMI Large Cap Institutional | Owns companies we recommend for divestment | 1 | 3 | 3 | 2 | X | Large Blend |
| FMIJX | FMI International Investor | Owns companies we recommend for divestment | 1 | 1 | 3 | 1 | X | Foreign Large Blend |
| FTIF | First Trust Bloomberg Infl Snstv Eq ETF | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Mid-Cap Value |
| FAI | First Trust Bloomberg Art Int ETF | Owns companies we recommend for divestment | 1 | 3 | 6 | 4 | X | Technology |
| FSSFX | Fidelity Advisor Series Small Cap | Owns companies we recommend for divestment | 1 | 2 | 1 | 2 | X | Small Blend |
| FICDX | Fidelity Canada | Owns companies we recommend for divestment | 1 | 1 | 1 | 1 | X | Miscellaneous Region |
| FSTA | Fidelity MSCI Consumer Staples ETF | Owns companies we recommend for divestment | 1 | 7 | 2 | 0 | X | Consumer Defensive |
| FIDI | Fidelity International High Div ETF | Owns companies we recommend for divestment | 1 | 2 | 7 | 3 | X | Foreign Large Value |
| FAPHX | Fidelity Healthy Future | Owns companies we recommend for divestment | 1 | 1 | 4 | 1 | V | Large Growth |
| FFGCX | Fidelity Global Commodity Stock | Owns companies we recommend for divestment | 1 | 1 | 3 | 0 | X | Natural Resources |
| FFEM | Fidelity Fundamental Emerging Mkts ETF | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| FTQGX | Fidelity Focused Stock | Owns companies we recommend for divestment | 1 | 4 | 6 | 4 | X | Large Growth |
| FPADX | Fidelity Emerging Markets Idx | Owns companies we recommend for divestment | 1 | 0 | 8 | 0 | X | Diversified Emerging Mkts |
| FCLD | Fidelity Cloud Computing ETF | Owns companies we recommend for divestment | 1 | 3 | 2 | 3 | X | Technology |
| FRNW | Fidelity Clean Energy ETF | Owns companies we recommend for divestment | 1 | 0 | 5 | 0 | V | Miscellaneous Sector |
| FIKHX | Fidelity Advisor Technology Z | Owns companies we recommend for divestment | 1 | 2 | 6 | 4 | X | Technology |
| FSCJX | Fidelity SAI Canada Equity Index | Owns companies we recommend for divestment | 1 | 2 | 1 | 1 | X | Miscellaneous Region |
| FATEX | Fidelity Advisor Technology M | Owns companies we recommend for divestment | 1 | 2 | 6 | 4 | X | Technology |
| FATIX | Fidelity Advisor Technology I | Owns companies we recommend for divestment | 1 | 2 | 6 | 4 | X | Technology |
| FTHCX | Fidelity Advisor Technology C | Owns companies we recommend for divestment | 1 | 2 | 6 | 4 | X | Technology |
| FADTX | Fidelity Advisor Technology A | Owns companies we recommend for divestment | 1 | 2 | 6 | 4 | X | Technology |
| FZAOX | Fidelity Advisor Small Cap Z | Owns companies we recommend for divestment | 1 | 2 | 1 | 2 | X | Small Blend |
| FSCTX | Fidelity Advisor Small Cap M | Owns companies we recommend for divestment | 1 | 2 | 1 | 2 | X | Small Blend |
| FSCIX | Fidelity Advisor Small Cap I | Owns companies we recommend for divestment | 1 | 2 | 1 | 2 | X | Small Blend |
| FSCEX | Fidelity Advisor Small Cap C | Owns companies we recommend for divestment | 1 | 2 | 1 | 2 | X | Small Blend |
| FSCDX | Fidelity Advisor Small Cap A | Owns companies we recommend for divestment | 1 | 2 | 1 | 2 | X | Small Blend |
| FNARX | Fidelity Natural Resources Fund | Owns companies we recommend for divestment | 1 | 0 | 2 | 0 | X | Equity Energy |
| FERGX | Fidelity SAI Emerging Markets Index | Owns companies we recommend for divestment | 1 | 0 | 8 | 0 | X | Diversified Emerging Mkts |
| AFSM | First Trust Active Factor Small Cap ETF | Owns companies we recommend for divestment | 1 | 2 | 2 | 1 | X | Small Blend |
| FSRFX | Fidelity Select Transportation | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Industrials |
| FEXRX | First Eagle U.S. SMID Cap Opportunity R6 | Owns companies we recommend for divestment | 1 | 2 | 0 | 1 | X | Small Blend |
| FESMX | First Eagle U.S. SMID Cap Opportunity I | Owns companies we recommend for divestment | 1 | 2 | 0 | 1 | X | Small Blend |
| FEMAX | First Eagle U.S. SMID Cap Opportunity A | Owns companies we recommend for divestment | 1 | 2 | 0 | 1 | X | Small Blend |
| FEOE | First Eagle Overseas Equity ETF | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Foreign Large Blend |
| FEGE | First Eagle Global Equity ETF | Owns companies we recommend for divestment | 1 | 4 | 5 | 3 | X | Global Large-Stock Blend |
| FLOWX | Fidelity Water Sustainability | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | V | Natural Resources |
| FEMSX | Fidelity Series Emerging Markets Opps | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| FHKFX | Fidelity Series Emerging Markets | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| FCNSX | Fidelity Series Canada | Owns companies we recommend for divestment | 1 | 1 | 1 | 1 | X | Miscellaneous Region |
| FSPTX | Fidelity Select Technology | Owns companies we recommend for divestment | 1 | 2 | 6 | 4 | X | Technology |
| FEMVX | Fidelity SAI Emerging Mkts Val Idx | Owns companies we recommend for divestment | 1 | 0 | 2 | 0 | X | Diversified Emerging Mkts |
| FDCPX | Fidelity Select Tech Hardware | Owns companies we recommend for divestment | 1 | 3 | 7 | 3 | X | Technology |
| FDLSX | Fidelity Select Leisure | Owns companies we recommend for divestment | 1 | 4 | 3 | 1 | X | Consumer Cyclical |
| FIDSX | Fidelity Select Financials Port | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Financial |
| FBSOX | Fidelity Select Enterprise Tech Svcs | Owns companies we recommend for divestment | 1 | 3 | 5 | 3 | X | Technology |
| FSCPX | Fidelity Select Consumer Discret Port | Owns companies we recommend for divestment | 1 | 5 | 4 | 3 | X | Consumer Cyclical |
| FSLBX | Fidelity Select Brokerage & Inv Mgmt | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Financial |
| FSRBX | Fidelity Select Banking | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Financial |
| FUQIX | Fidelity SAI US Quality Index | Owns companies we recommend for divestment | 1 | 5 | 8 | 4 | X | Large Growth |
| FISZX | Fidelity SAI Intl SMA Cmpltn | Owns companies we recommend for divestment | 1 | 0 | 2 | 1 | X | Foreign Large Growth |
| FQITX | Fidelity SAI International Qly Idx | Owns companies we recommend for divestment | 1 | 0 | 3 | 1 | X | Foreign Large Growth |
| DNDGX | Dunham Small Cap Growth N | Owns companies we recommend for divestment | 1 | 2 | 0 | 2 | X | Small Growth |
| DADGX | Dunham Small Cap Growth A | Owns companies we recommend for divestment | 1 | 2 | 0 | 2 | X | Small Growth |
| DREQX | BNY Mellon Research Growth Z | Owns companies we recommend for divestment | 1 | 4 | 4 | 4 | X | Large Growth |
| BERAX | Carillon Chartwell Mid Cap Value A | Owns companies we recommend for divestment | 1 | 4 | 3 | 3 | X | Mid-Cap Value |
| CPECX | Catalyst Dynamic Alpha C | Owns companies we recommend for divestment | 1 | 5 | 4 | 4 | X | Large Blend |
| CPEAX | Catalyst Dynamic Alpha A | Owns companies we recommend for divestment | 1 | 5 | 4 | 4 | X | Large Blend |
| CWSWX | Carillon Chartwell Small Cap Value R-6 | Owns companies we recommend for divestment | 1 | 0 | 2 | 0 | X | Small Value |
| CWSIX | Carillon Chartwell Small Cap Value I | Owns companies we recommend for divestment | 1 | 0 | 2 | 0 | X | Small Value |
| CWSHX | Carillon Chartwell Small Cap Value C | Owns companies we recommend for divestment | 1 | 0 | 2 | 0 | X | Small Value |
| CWSCX | Carillon Chartwell Small Cap Value A | Owns companies we recommend for divestment | 1 | 0 | 2 | 0 | X | Small Value |
| BERDX | Carillon Chartwell Mid Cap Value R-6 | Owns companies we recommend for divestment | 1 | 4 | 3 | 3 | X | Mid-Cap Value |
| BERCX | Carillon Chartwell Mid Cap Value I | Owns companies we recommend for divestment | 1 | 4 | 3 | 3 | X | Mid-Cap Value |
| BERBX | Carillon Chartwell Mid Cap Value C | Owns companies we recommend for divestment | 1 | 4 | 3 | 3 | X | Mid-Cap Value |
| CGMM | Capital Group U.S. Small and Mid Cap ETF | Owns companies we recommend for divestment | 1 | 3 | 1 | 3 | X | Mid-Cap Blend |
| CIPMX | Champlain Mid Cap Adv | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Mid-Cap Growth |
| CIAOX | Capital Advisors Growth Investor | Owns companies we recommend for divestment | 1 | 4 | 6 | 5 | X | Large Blend |
| CFIKX | Cantor Fitzgerald International Eq Inst | Owns companies we recommend for divestment | 1 | 0 | 2 | 0 | X | Foreign Large Blend |
| CFIJX | Cantor Fitzgerald International Eq F | Owns companies we recommend for divestment | 1 | 0 | 2 | 0 | X | Foreign Large Blend |
| CFIOX | Cantor Fitzgerald International Eq A | Owns companies we recommend for divestment | 1 | 0 | 2 | 0 | X | Foreign Large Blend |
| ATGYX | Cantor Fitzgerald Equity Opp Inst | Owns companies we recommend for divestment | 1 | 2 | 2 | 3 | X | Mid-Cap Blend |
| ATGAX | Cantor Fitzgerald Equity Opp A | Owns companies we recommend for divestment | 1 | 2 | 2 | 3 | X | Mid-Cap Blend |
| FYLD | Cambria Foreign Shareholder Yield ETF | Owns companies we recommend for divestment | 1 | 0 | 2 | 0 | X | Foreign Small/Mid Value |
| CAMIX | Cambiar International Equity Inv | Owns companies we recommend for divestment | 1 | 1 | 2 | 3 | X | Foreign Large Blend |
| CAMYX | Cambiar International Equity Instl | Owns companies we recommend for divestment | 1 | 1 | 2 | 3 | X | Foreign Large Blend |
| CPEIX | Catalyst Dynamic Alpha I | Owns companies we recommend for divestment | 1 | 5 | 4 | 4 | X | Large Blend |
| CIPIX | Champlain Mid Cap Institutional | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Mid-Cap Growth |
| CGACX | Calvert Global Energy Solutions C | Owns companies we recommend for divestment | 1 | 2 | 10 | 2 | V | Global Small/Mid Stock |
| SBICX | ClearBridge International Value C | Owns companies we recommend for divestment | 1 | 1 | 4 | 2 | X | Foreign Large Value |
| LCMMX | ClearBridge Large Cap Growth O | Owns companies we recommend for divestment | 1 | 4 | 8 | 7 | X | Large Growth |
| LSITX | ClearBridge Large Cap Growth IS | Owns companies we recommend for divestment | 1 | 4 | 8 | 7 | X | Large Growth |
| SBLYX | ClearBridge Large Cap Growth I | Owns companies we recommend for divestment | 1 | 4 | 8 | 7 | X | Large Growth |
| LRGE | ClearBridge Large Cap Growth ESG ETF | Owns companies we recommend for divestment | 1 | 4 | 8 | 6 | V | Large Growth |
| SLCCX | ClearBridge Large Cap Growth C | Owns companies we recommend for divestment | 1 | 4 | 8 | 7 | X | Large Growth |
| SBLGX | ClearBridge Large Cap Growth A | Owns companies we recommend for divestment | 1 | 4 | 8 | 7 | X | Large Growth |
| LIORX | ClearBridge International Value R | Owns companies we recommend for divestment | 1 | 1 | 4 | 2 | X | Foreign Large Value |
| LSIUX | ClearBridge International Value IS | Owns companies we recommend for divestment | 1 | 1 | 4 | 2 | X | Foreign Large Value |
| SBIYX | ClearBridge International Value I | Owns companies we recommend for divestment | 1 | 1 | 4 | 2 | X | Foreign Large Value |
| SBIEX | ClearBridge International Value A | Owns companies we recommend for divestment | 1 | 1 | 4 | 2 | X | Foreign Large Value |
| AWGIX | CIBC Atlas All Cap Growth Institutional | Owns companies we recommend for divestment | 1 | 4 | 5 | 4 | X | Large Growth |
| LMGRX | ClearBridge International Growth R | Owns companies we recommend for divestment | 1 | 0 | 3 | 2 | X | Foreign Large Growth |
| LMGPX | ClearBridge International Growth IS | Owns companies we recommend for divestment | 1 | 0 | 3 | 2 | X | Foreign Large Growth |
| LMGNX | ClearBridge International Growth I | Owns companies we recommend for divestment | 1 | 0 | 3 | 2 | X | Foreign Large Growth |
| LMGFX | ClearBridge International Growth FI | Owns companies we recommend for divestment | 1 | 0 | 3 | 2 | X | Foreign Large Growth |
| LMGTX | ClearBridge International Growth C | Owns companies we recommend for divestment | 1 | 0 | 3 | 2 | X | Foreign Large Growth |
| LGGAX | ClearBridge International Growth A | Owns companies we recommend for divestment | 1 | 0 | 3 | 2 | X | Foreign Large Growth |
| CNRVX | City National Rochdale US Cor Eq Svc | Owns companies we recommend for divestment | 1 | 7 | 7 | 6 | X | Large Blend |
| CNRWX | City National Rochdale US Cor Eq N | Owns companies we recommend for divestment | 1 | 7 | 7 | 6 | X | Large Blend |
| CNRUX | City National Rochdale US Cor Eq Instl | Owns companies we recommend for divestment | 1 | 7 | 7 | 6 | X | Large Blend |
| CAEIX | Calvert Global Energy Solutions I | Owns companies we recommend for divestment | 1 | 2 | 10 | 2 | V | Global Small/Mid Stock |
| CGAEX | Calvert Global Energy Solutions A | Owns companies we recommend for divestment | 1 | 2 | 10 | 2 | V | Global Small/Mid Stock |
| SMCPX | ClearBridge Mid Cap 1 | Owns companies we recommend for divestment | 1 | 0 | 1 | 1 | X | Mid-Cap Blend |
| WIEFX | Boston Trust Walden International Eq | Owns companies we recommend for divestment | 1 | 1 | 2 | 1 | V | Foreign Large Blend |
| BAFAX | Brown Advisory Flexible Equity Adv | Owns companies we recommend for divestment | 1 | 6 | 7 | 4 | X | Large Growth |
| BVALX | Brown Advisory BeutelGoodmanLg-CpValInst | Owns companies we recommend for divestment | 1 | 0 | 1 | 2 | X | Mid-Cap Value |
| BIAVX | Brown Advisory Beutel GoodmanLg-CpValInv | Owns companies we recommend for divestment | 1 | 0 | 1 | 2 | X | Mid-Cap Value |
| BQLCX | Bright Rock Quality Large Cap Instl | Owns companies we recommend for divestment | 1 | 4 | 5 | 4 | X | Large Blend |
| BRSIX | Bridgeway Ultra-Small Company Market | Owns companies we recommend for divestment | 1 | 2 | 3 | 1 | X | Small Value |
| BEMRX | Brandes Emerging Markets Value R6 | Owns companies we recommend for divestment | 1 | 1 | 1 | 1 | X | Diversified Emerging Mkts |
| BEMIX | Brandes Emerging Markets Value I | Owns companies we recommend for divestment | 1 | 1 | 1 | 1 | X | Diversified Emerging Mkts |
| BEMCX | Brandes Emerging Markets Value C | Owns companies we recommend for divestment | 1 | 1 | 1 | 1 | X | Diversified Emerging Mkts |
| BEMAX | Brandes Emerging Markets Value A | Owns companies we recommend for divestment | 1 | 1 | 1 | 1 | X | Diversified Emerging Mkts |
| BTBFX | Boston Trust Asset Management | Owns companies we recommend for divestment | 1 | 6 | 8 | 5 | V | Moderately Aggressive Allocation |
| BAFFX | Brown Advisory Flexible Equity Inst | Owns companies we recommend for divestment | 1 | 6 | 7 | 4 | X | Large Growth |
| BPSCX | Boston Partners Small Cap Value II Inv | Owns companies we recommend for divestment | 1 | 0 | 1 | 3 | X | Small Value |
| BPSIX | Boston Partners Small Cap Value II I | Owns companies we recommend for divestment | 1 | 0 | 1 | 3 | X | Small Value |
| BKWO | BNY Mellon Women's Opportunities ETF | Owns companies we recommend for divestment | 1 | 4 | 5 | 4 | V | Large Blend |
| DTEYX | BNY Mellon Technology Growth Y | Owns companies we recommend for divestment | 1 | 4 | 6 | 4 | X | Technology |
| DGVRX | BNY Mellon Technology Growth I | Owns companies we recommend for divestment | 1 | 4 | 6 | 4 | X | Technology |
| DTGCX | BNY Mellon Technology Growth C | Owns companies we recommend for divestment | 1 | 4 | 6 | 4 | X | Technology |
| DTGRX | BNY Mellon Technology Growth A | Owns companies we recommend for divestment | 1 | 4 | 6 | 4 | X | Technology |
| SSYGX | BNY Mellon Small Cap Gr Y | Owns companies we recommend for divestment | 1 | 1 | 1 | 2 | X | Small Growth |
| SSETX | BNY Mellon Small Cap Gr I | Owns companies we recommend for divestment | 1 | 1 | 1 | 2 | X | Small Growth |
| BAFE | Brown Advisory Flexible Equity ETF | Owns companies we recommend for divestment | 1 | 6 | 7 | 4 | X | Large Blend |
| BIAFX | Brown Advisory Flexible Equity Inv | Owns companies we recommend for divestment | 1 | 6 | 7 | 4 | X | Large Growth |
| CBARX | Calvert Balanced R6 | Owns companies we recommend for divestment | 1 | 5 | 5 | 7 | V | Moderate Allocation |
| EEQIX | BTS Enhanced Equity Income I | Owns companies we recommend for divestment | 1 | 5 | 7 | 5 | X | Large Value |
| CBAIX | Calvert Balanced I | Owns companies we recommend for divestment | 1 | 5 | 5 | 7 | V | Moderate Allocation |
| CSGCX | Calvert Balanced C | Owns companies we recommend for divestment | 1 | 5 | 5 | 7 | V | Moderate Allocation |
| CSIFX | Calvert Balanced A | Owns companies we recommend for divestment | 1 | 5 | 5 | 7 | V | Moderate Allocation |
| BUITX | Buffalo Mid Cap Discovery Inst | Owns companies we recommend for divestment | 1 | 0 | 1 | 3 | X | Mid-Cap Growth |
| BUFTX | Buffalo Mid Cap Discovery | Owns companies we recommend for divestment | 1 | 0 | 1 | 3 | X | Mid-Cap Growth |
| BUIIX | Buffalo International Institutional | Owns companies we recommend for divestment | 1 | 1 | 4 | 2 | X | Foreign Large Growth |
| BUFIX | Buffalo International | Owns companies we recommend for divestment | 1 | 1 | 4 | 2 | X | Foreign Large Growth |
| BUIOX | Buffalo Early Stage Growth Instl | Owns companies we recommend for divestment | 1 | 1 | 1 | 2 | X | Small Growth |
| BUFOX | Buffalo Early Stage Growth Fd | Owns companies we recommend for divestment | 1 | 1 | 1 | 2 | X | Small Growth |
| EEQAX | BTS Enhanced Equity Income A | Owns companies we recommend for divestment | 1 | 5 | 7 | 5 | X | Large Value |
| BAFLX | Brown Advisory Global Leaders Instl | Owns companies we recommend for divestment | 1 | 2 | 5 | 2 | X | Global Large-Stock Growth |
| BISLX | Brown Advisory Sustainable Intl Ldrs Inv | Owns companies we recommend for divestment | 1 | 0 | 2 | 1 | V | Foreign Large Growth |
| BAILX | Brown Advisory Sustainable Intl Ldrs Ins | Owns companies we recommend for divestment | 1 | 0 | 2 | 1 | V | Foreign Large Growth |
| BIAWX | Brown Advisory Sustainable Growth Inv | Owns companies we recommend for divestment | 1 | 3 | 6 | 4 | V | Large Growth |
| BAFWX | Brown Advisory Sustainable Growth I | Owns companies we recommend for divestment | 1 | 3 | 6 | 4 | V | Large Growth |
| BAWAX | Brown Advisory Sustainable Growth Adv | Owns companies we recommend for divestment | 1 | 3 | 6 | 4 | V | Large Growth |
| BIASX | Brown Advisory Small-Cap Growth Inv | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Small Growth |
| BAFSX | Brown Advisory Small-Cap Growth Inst | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Small Growth |
| BASAX | Brown Advisory Small-Cap Growth Adv | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Small Growth |
| BIALX | Brown Advisory Global Leaders Investor | Owns companies we recommend for divestment | 1 | 2 | 5 | 2 | X | Global Large-Stock Growth |
| LMPLX | ClearBridge Large Cap Growth R | Owns companies we recommend for divestment | 1 | 4 | 8 | 7 | X | Large Growth |
| SBMAX | ClearBridge Mid Cap A | Owns companies we recommend for divestment | 1 | 0 | 1 | 1 | X | Mid-Cap Blend |
| AFPUX | DSS AmericaFirst Income U | Owns companies we recommend for divestment | 1 | 0 | 3 | 1 | X | Moderately Aggressive Allocation |
| CCSGX | Conestoga SMid Cap Institutional | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Mid-Cap Growth |
| CIHCX | Cullen International High Dividend C | Owns companies we recommend for divestment | 1 | 0 | 4 | 0 | X | Foreign Large Value |
| CRMAX | CRM Small/Mid Cap Value Inv | Owns companies we recommend for divestment | 1 | 0 | 1 | 1 | X | Mid-Cap Blend |
| CRIAX | CRM Small/Mid Cap Value Inst | Owns companies we recommend for divestment | 1 | 0 | 1 | 1 | X | Mid-Cap Blend |
| CRMEX | CRM All Cap Value Inv | Owns companies we recommend for divestment | 1 | 0 | 2 | 0 | X | Mid-Cap Blend |
| CRIEX | CRM All Cap Value Inst | Owns companies we recommend for divestment | 1 | 0 | 2 | 0 | X | Mid-Cap Blend |
| CMALX | Crawford Multi-Asset Income | Owns companies we recommend for divestment | 1 | 0 | 2 | 0 | X | Moderate Allocation |
| CSMDX | Copeland SMID Cap Dividend Growth I | Owns companies we recommend for divestment | 1 | 0 | 1 | 2 | X | Small Blend |
| CSDGX | Copeland SMID Cap Dividend Growth A | Owns companies we recommend for divestment | 1 | 0 | 1 | 2 | X | Small Blend |
| CCSMX | Conestoga SMid Cap Investors | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Mid-Cap Growth |
| CONWX | Concorde Wealth Management | Owns companies we recommend for divestment | 1 | 2 | 4 | 3 | X | Moderate Allocation |
| CIHDX | Cullen International High Dividend Retl | Owns companies we recommend for divestment | 1 | 0 | 4 | 0 | X | Foreign Large Value |
| CNREX | Commonwealth Real Estate Securities | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Real Estate |
| CFAGX | Commerce MidCap Growth | Owns companies we recommend for divestment | 1 | 1 | 1 | 1 | X | Mid-Cap Growth |
| SEMI | Columbia Select Technology ETF | Owns companies we recommend for divestment | 1 | 4 | 8 | 6 | X | Technology |
| ECON | Columbia Res Enh Emerging Econ ETF | Owns companies we recommend for divestment | 1 | 0 | 3 | 0 | X | Diversified Emerging Mkts |
| COSBX | Columbia Overseas Value S | Owns companies we recommend for divestment | 1 | 0 | 2 | 0 | X | Foreign Large Value |
| COVUX | Columbia Overseas Value R | Owns companies we recommend for divestment | 1 | 0 | 2 | 0 | X | Foreign Large Value |
| COSYX | Columbia Overseas Value Inst3 | Owns companies we recommend for divestment | 1 | 0 | 2 | 0 | X | Foreign Large Value |
| COSSX | Columbia Overseas Value Inst2 | Owns companies we recommend for divestment | 1 | 0 | 2 | 0 | X | Foreign Large Value |
| COSZX | Columbia Overseas Value Inst | Owns companies we recommend for divestment | 1 | 0 | 2 | 0 | X | Foreign Large Value |
| CIHIX | Cullen International High Dividend I | Owns companies we recommend for divestment | 1 | 0 | 4 | 0 | X | Foreign Large Value |
| CVAR | Cultivar ETF | Owns companies we recommend for divestment | 1 | 5 | 3 | 0 | X | Mid-Cap Value |
| COAVX | Columbia Overseas Value A | Owns companies we recommend for divestment | 1 | 0 | 2 | 0 | X | Foreign Large Value |
| DODEX | Dodge & Cox Emerging Markets Stock | Owns companies we recommend for divestment | 1 | 0 | 5 | 0 | X | Diversified Emerging Mkts |
| AFPIX | DSS AmericaFirst Income I | Owns companies we recommend for divestment | 1 | 0 | 3 | 1 | X | Moderately Aggressive Allocation |
| AFPAX | DSS AmericaFirst Income A | Owns companies we recommend for divestment | 1 | 0 | 3 | 1 | X | Moderately Aggressive Allocation |
| MOJOX | Donoghue Forlines Momentum I | Owns companies we recommend for divestment | 1 | 2 | 4 | 3 | X | Tactical Allocation |
| MOJCX | Donoghue Forlines Momentum C | Owns companies we recommend for divestment | 1 | 2 | 4 | 3 | X | Tactical Allocation |
| MOJAX | Donoghue Forlines Momentum A | Owns companies we recommend for divestment | 1 | 2 | 4 | 3 | X | Tactical Allocation |
| CAREX | Domini Sustainable Solutions Inv | Owns companies we recommend for divestment | 1 | 0 | 3 | 0 | V | Global Small/Mid Stock |
| LIFEX | Domini Sustainable Solutions Ins | Owns companies we recommend for divestment | 1 | 0 | 3 | 0 | V | Global Small/Mid Stock |
| DOXWX | Dodge & Cox Global Stock X | Owns companies we recommend for divestment | 1 | 3 | 6 | 4 | X | Global Large-Stock Value |
| DODWX | Dodge & Cox Global Stock I | Owns companies we recommend for divestment | 1 | 3 | 6 | 4 | X | Global Large-Stock Value |
| DSTX | Distillate Intntnl Fndmntl Stblty&Vl ETF | Owns companies we recommend for divestment | 1 | 1 | 2 | 1 | X | Foreign Large Blend |
| DASCX | Dean Small Cap Value | Owns companies we recommend for divestment | 1 | 1 | 2 | 1 | X | Small Value |
| WFH | Direxion Work From Home ETF | Owns companies we recommend for divestment | 1 | 2 | 5 | 2 | X | Technology |
| DEXC | Dimensional Em Mkts ex China Cr Eq ETF | Owns companies we recommend for divestment | 1 | 0 | 11 | 0 | X | Diversified Emerging Mkts |
| DHMYX | Diamond Hill Small-Mid Cap Y | Owns companies we recommend for divestment | 1 | 2 | 1 | 3 | X | Small Value |
| DHMAX | Diamond Hill Small-Mid Cap Inv | Owns companies we recommend for divestment | 1 | 2 | 1 | 3 | X | Small Value |
| DHMIX | Diamond Hill Small-Mid Cap I | Owns companies we recommend for divestment | 1 | 2 | 1 | 3 | X | Small Value |
| DEMZ | Democratic Large Cap Core ETF | Owns companies we recommend for divestment | 1 | 4 | 6 | 4 | X | Large Blend |
| DRDIX | Dearborn Partners Rising Dividend I | Owns companies we recommend for divestment | 1 | 5 | 3 | 3 | X | Large Blend |
| DRDCX | Dearborn Partners Rising Dividend C | Owns companies we recommend for divestment | 1 | 5 | 3 | 3 | X | Large Blend |
| DRDAX | Dearborn Partners Rising Dividend A | Owns companies we recommend for divestment | 1 | 5 | 3 | 3 | X | Large Blend |
| COCVX | Columbia Overseas Value C | Owns companies we recommend for divestment | 1 | 0 | 2 | 0 | X | Foreign Large Value |
| GEGDX | Columbia Large Cap Growth S | Owns companies we recommend for divestment | 1 | 5 | 8 | 5 | X | Large Growth |
| SBMLX | ClearBridge Mid Cap C | Owns companies we recommend for divestment | 1 | 0 | 1 | 1 | X | Mid-Cap Blend |
| CLFFX | Clifford Capital Partners Investor | Owns companies we recommend for divestment | 1 | 2 | 2 | 1 | X | Mid-Cap Value |
| RAPIX | Cohen & Steers Real Assets I | Owns companies we recommend for divestment | 1 | 0 | 2 | 0 | X | Global Allocation |
| RAPCX | Cohen & Steers Real Assets C | Owns companies we recommend for divestment | 1 | 0 | 2 | 0 | X | Global Allocation |
| RAPAX | Cohen & Steers Real Assets A | Owns companies we recommend for divestment | 1 | 0 | 2 | 0 | X | Global Allocation |
| MLOZX | Cohen & Steers Future of Energy Z | Owns companies we recommend for divestment | 1 | 0 | 3 | 0 | X | Equity Energy |
| MLORX | Cohen & Steers Future of Energy R | Owns companies we recommend for divestment | 1 | 0 | 3 | 0 | X | Equity Energy |
| MLOIX | Cohen & Steers Future of Energy I | Owns companies we recommend for divestment | 1 | 0 | 3 | 0 | X | Equity Energy |
| MLOCX | Cohen & Steers Future of Energy C | Owns companies we recommend for divestment | 1 | 0 | 3 | 0 | X | Equity Energy |
| MLOAX | Cohen & Steers Future of Energy A | Owns companies we recommend for divestment | 1 | 0 | 3 | 0 | X | Equity Energy |
| CLIQX | Clifford Capital Partners Super Instl | Owns companies we recommend for divestment | 1 | 2 | 2 | 1 | X | Mid-Cap Value |
| CLIFX | Clifford Capital Partners Institutional | Owns companies we recommend for divestment | 1 | 2 | 2 | 1 | X | Mid-Cap Value |
| RAPZX | Cohen & Steers Real Assets Z | Owns companies we recommend for divestment | 1 | 0 | 2 | 0 | X | Global Allocation |
| CBSCX | ClearBridge Select R | Owns companies we recommend for divestment | 1 | 1 | 4 | 2 | X | Mid-Cap Growth |
| LCSSX | ClearBridge Select IS | Owns companies we recommend for divestment | 1 | 1 | 4 | 2 | X | Mid-Cap Growth |
| LBFIX | ClearBridge Select I | Owns companies we recommend for divestment | 1 | 1 | 4 | 2 | X | Mid-Cap Growth |
| LCBSX | ClearBridge Select FI | Owns companies we recommend for divestment | 1 | 1 | 4 | 2 | X | Mid-Cap Growth |
| LCLCX | ClearBridge Select C | Owns companies we recommend for divestment | 1 | 1 | 4 | 2 | X | Mid-Cap Growth |
| LCLAX | ClearBridge Select A | Owns companies we recommend for divestment | 1 | 1 | 4 | 2 | X | Mid-Cap Growth |
| LMREX | ClearBridge Mid Cap R | Owns companies we recommend for divestment | 1 | 0 | 1 | 1 | X | Mid-Cap Blend |
| LSIRX | ClearBridge Mid Cap IS | Owns companies we recommend for divestment | 1 | 0 | 1 | 1 | X | Mid-Cap Blend |
| SMBYX | ClearBridge Mid Cap I | Owns companies we recommend for divestment | 1 | 0 | 1 | 1 | X | Mid-Cap Blend |
| RAPRX | Cohen & Steers Real Assets R | Owns companies we recommend for divestment | 1 | 0 | 2 | 0 | X | Global Allocation |
| COHOX | Coho Relative Value Equity | Owns companies we recommend for divestment | 1 | 0 | 2 | 1 | X | Large Value |
| CGWRX | Columbia Large Cap Growth R | Owns companies we recommend for divestment | 1 | 5 | 8 | 5 | X | Large Growth |
| ACRSX | Columbia Acorn S | Owns companies we recommend for divestment | 1 | 0 | 0 | 2 | X | Mid-Cap Growth |
| CGFYX | Columbia Large Cap Growth Inst3 | Owns companies we recommend for divestment | 1 | 5 | 8 | 5 | X | Large Growth |
| CLWFX | Columbia Large Cap Growth Inst2 | Owns companies we recommend for divestment | 1 | 5 | 8 | 5 | X | Large Growth |
| GEGTX | Columbia Large Cap Growth Inst | Owns companies we recommend for divestment | 1 | 5 | 8 | 5 | X | Large Growth |
| CLGEX | Columbia Large Cap Growth E | Owns companies we recommend for divestment | 1 | 5 | 8 | 5 | X | Large Growth |
| LEGCX | Columbia Large Cap Growth C | Owns companies we recommend for divestment | 1 | 5 | 8 | 5 | X | Large Growth |
| LEGAX | Columbia Large Cap Growth A | Owns companies we recommend for divestment | 1 | 5 | 8 | 5 | X | Large Growth |
| INEQ | Columbia Intl Equ Income ETF | Owns companies we recommend for divestment | 1 | 0 | 6 | 0 | X | Foreign Large Value |
| ISGNX | Columbia Integrated Small Cap Gr Instl | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Small Growth |
| ISGDX | Columbia Integrated Small Cap Gr A | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Small Growth |
| ACFEX | Columbia Acorn International Sel S | Owns companies we recommend for divestment | 1 | 0 | 1 | 1 | X | Foreign Large Growth |
| LACAX | Columbia Acorn A | Owns companies we recommend for divestment | 1 | 0 | 0 | 2 | X | Mid-Cap Growth |
| CSIRX | Columbia Acorn International Sel Inst3 | Owns companies we recommend for divestment | 1 | 0 | 1 | 1 | X | Foreign Large Growth |
| CRIRX | Columbia Acorn International Sel Inst2 | Owns companies we recommend for divestment | 1 | 0 | 1 | 1 | X | Foreign Large Growth |
| ACFFX | Columbia Acorn International Sel Inst | Owns companies we recommend for divestment | 1 | 0 | 1 | 1 | X | Foreign Large Growth |
| LAFAX | Columbia Acorn International Sel A | Owns companies we recommend for divestment | 1 | 0 | 1 | 1 | X | Foreign Large Growth |
| CRBYX | Columbia Acorn Inst3 | Owns companies we recommend for divestment | 1 | 0 | 0 | 2 | X | Mid-Cap Growth |
| CRBRX | Columbia Acorn Inst2 | Owns companies we recommend for divestment | 1 | 0 | 0 | 2 | X | Mid-Cap Growth |
| ACRNX | Columbia Acorn Inst | Owns companies we recommend for divestment | 1 | 0 | 0 | 2 | X | Mid-Cap Growth |
| CAEZX | Columbia Acorn European Inst | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Europe Stock |
| CAEAX | Columbia Acorn European A | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Europe Stock |
| LIACX | Columbia Acorn C | Owns companies we recommend for divestment | 1 | 0 | 0 | 2 | X | Mid-Cap Growth |
| BRWTX | MFS Blended Research Growth Eq R3 | Owns companies we recommend for divestment | 1 | 6 | 8 | 6 | X | Large Growth |
| FWRLX | Fidelity Select Wireless | Owns companies we recommend for divestment | 1 | 3 | 4 | 4 | X | Communications |
| BRWVX | MFS Blended Research Growth Eq R6 | Owns companies we recommend for divestment | 1 | 6 | 8 | 6 | X | Large Growth |
| BKDV | BNY Mellon Dynamic Value ETF | Owns companies we recommend for divestment | 2 | 4 | 5 | 3 | X | Large Value |
| MPISX | BNY Mellon Income Stock M | Owns companies we recommend for divestment | 2 | 3 | 5 | 4 | X | Large Value |
| MIISX | BNY Mellon Income Stock Inv | Owns companies we recommend for divestment | 2 | 3 | 5 | 4 | X | Large Value |
| BMIIX | BNY Mellon Income Stock I | Owns companies we recommend for divestment | 2 | 3 | 5 | 4 | X | Large Value |
| BMISX | BNY Mellon Income Stock C | Owns companies we recommend for divestment | 2 | 3 | 5 | 4 | X | Large Value |
| BMIAX | BNY Mellon Income Stock A | Owns companies we recommend for divestment | 2 | 3 | 5 | 4 | X | Large Value |
| DRGYX | BNY Mellon Dynamic Value Fund Y | Owns companies we recommend for divestment | 2 | 4 | 6 | 3 | X | Large Value |
| DRGVX | BNY Mellon Dynamic Value Fund I | Owns companies we recommend for divestment | 2 | 4 | 6 | 3 | X | Large Value |
| DCGVX | BNY Mellon Dynamic Value Fund C | Owns companies we recommend for divestment | 2 | 4 | 6 | 3 | X | Large Value |
| DAGVX | BNY Mellon Dynamic Value Fund A | Owns companies we recommend for divestment | 2 | 4 | 6 | 3 | X | Large Value |
| BKCG | BNY Mellon Concentrated Growth ETF | Owns companies we recommend for divestment | 2 | 4 | 9 | 3 | X | Large Growth |
| BKIV | BNY Mellon Innovators ETF | Owns companies we recommend for divestment | 2 | 2 | 4 | 3 | X | Mid-Cap Growth |
| DGYGX | BNY Mellon Appreciation Y | Owns companies we recommend for divestment | 2 | 5 | 9 | 3 | X | Large Growth |
| DGAGX | BNY Mellon Appreciation Investor | Owns companies we recommend for divestment | 2 | 5 | 9 | 3 | X | Large Growth |
| DGIGX | BNY Mellon Appreciation I | Owns companies we recommend for divestment | 2 | 5 | 9 | 3 | X | Large Growth |
| MCGRX | BlackRock Natural Resources Inv C | Owns companies we recommend for divestment | 2 | 0 | 3 | 0 | X | Natural Resources |
| MDGRX | BlackRock Natural Resources Inv A | Owns companies we recommend for divestment | 2 | 0 | 3 | 0 | X | Natural Resources |
| MAGRX | BlackRock Natural Resources Instl | Owns companies we recommend for divestment | 2 | 0 | 3 | 0 | X | Natural Resources |
| CMGSX | BlackRock Mid-Cap Growth Equity Svc | Owns companies we recommend for divestment | 2 | 1 | 1 | 2 | X | Mid-Cap Growth |
| BMRRX | BlackRock Mid-Cap Growth Equity R | Owns companies we recommend for divestment | 2 | 1 | 1 | 2 | X | Mid-Cap Growth |
| BMGKX | BlackRock Mid-Cap Growth Equity K | Owns companies we recommend for divestment | 2 | 1 | 1 | 2 | X | Mid-Cap Growth |
| BMIYX | BNY Mellon Income Stock Y | Owns companies we recommend for divestment | 2 | 3 | 5 | 4 | X | Large Value |
| DIEAX | BNY Mellon International Core Equity A | Owns companies we recommend for divestment | 2 | 0 | 4 | 0 | X | Foreign Large Value |
| BMGAX | BlackRock Mid-Cap Growth Equity Inv A | Owns companies we recommend for divestment | 2 | 1 | 1 | 2 | X | Mid-Cap Growth |
| DVLIX | BNY Mellon Opportunistic Midcap Value I | Owns companies we recommend for divestment | 2 | 3 | 2 | 4 | X | Mid-Cap Blend |
| DBMYX | BNY Mellon Sm/Md Cp Gr Y | Owns companies we recommend for divestment | 2 | 2 | 1 | 3 | X | Mid-Cap Growth |
| SDSCX | BNY Mellon Sm/Md Cp Gr I | Owns companies we recommend for divestment | 2 | 2 | 1 | 3 | X | Mid-Cap Growth |
| DBMCX | BNY Mellon Sm/Md Cp Gr C | Owns companies we recommend for divestment | 2 | 2 | 1 | 3 | X | Mid-Cap Growth |
| DBMAX | BNY Mellon Sm/Md Cp Gr A | Owns companies we recommend for divestment | 2 | 2 | 1 | 3 | X | Mid-Cap Growth |
| BOSYX | BNY Mellon Sm Cp Val Y | Owns companies we recommend for divestment | 2 | 2 | 1 | 3 | X | Small Value |
| STSVX | BNY Mellon Sm Cp Val I | Owns companies we recommend for divestment | 2 | 2 | 1 | 3 | X | Small Value |
| BOSCX | BNY Mellon Sm Cp Val C | Owns companies we recommend for divestment | 2 | 2 | 1 | 3 | X | Small Value |
| RUDAX | BNY Mellon Sm Cp Val A | Owns companies we recommend for divestment | 2 | 2 | 1 | 3 | X | Small Value |
| DMCYX | BNY Mellon Opportunistic Midcap Value Y | Owns companies we recommend for divestment | 2 | 3 | 2 | 4 | X | Mid-Cap Blend |
| DVLCX | BNY Mellon Opportunistic Midcap Value C | Owns companies we recommend for divestment | 2 | 3 | 2 | 4 | X | Mid-Cap Blend |
| DIECX | BNY Mellon International Core Equity C | Owns companies we recommend for divestment | 2 | 0 | 4 | 0 | X | Foreign Large Value |
| DMCVX | BNY Mellon Opportunistic Midcap Value A | Owns companies we recommend for divestment | 2 | 3 | 2 | 4 | X | Mid-Cap Blend |
| MPITX | BNY Mellon International M | Owns companies we recommend for divestment | 2 | 0 | 4 | 0 | X | Foreign Large Value |
| MIINX | BNY Mellon International Inv | Owns companies we recommend for divestment | 2 | 0 | 4 | 0 | X | Foreign Large Value |
| NIEYX | BNY Mellon International Equity Y | Owns companies we recommend for divestment | 2 | 2 | 3 | 1 | X | Foreign Large Blend |
| SNIEX | BNY Mellon International Equity I | Owns companies we recommend for divestment | 2 | 2 | 3 | 1 | X | Foreign Large Blend |
| NIECX | BNY Mellon International Equity C | Owns companies we recommend for divestment | 2 | 2 | 3 | 1 | X | Foreign Large Blend |
| NIEAX | BNY Mellon International Equity A | Owns companies we recommend for divestment | 2 | 2 | 3 | 1 | X | Foreign Large Blend |
| DIEYX | BNY Mellon International Core Equity Y | Owns companies we recommend for divestment | 2 | 0 | 4 | 0 | X | Foreign Large Value |
| DIERX | BNY Mellon International Core Equity I | Owns companies we recommend for divestment | 2 | 0 | 4 | 0 | X | Foreign Large Value |
| BMGCX | BlackRock Mid-Cap Growth Equity Inv C | Owns companies we recommend for divestment | 2 | 1 | 1 | 2 | X | Mid-Cap Growth |
| CMGIX | BlackRock Mid-Cap Growth Equity Instl | Owns companies we recommend for divestment | 2 | 1 | 1 | 2 | X | Mid-Cap Growth |
| PGROX | BNY Mellon Worldwide Growth A | Owns companies we recommend for divestment | 2 | 4 | 8 | 3 | X | Global Large-Stock Growth |
| ARALX | Aristotle Core Eq A | Owns companies we recommend for divestment | 2 | 5 | 9 | 5 | X | Large Blend |
| AIOOX | Aristotle/Saul Global Equity I-2 | Owns companies we recommend for divestment | 2 | 1 | 7 | 2 | X | Global Large-Stock Blend |
| ARIOX | Aristotle/Saul Global Eq I | Owns companies we recommend for divestment | 2 | 1 | 7 | 2 | X | Global Large-Stock Blend |
| ARAOX | Aristotle/Saul Global Eq A | Owns companies we recommend for divestment | 2 | 1 | 7 | 2 | X | Global Large-Stock Blend |
| AIHHX | Aristotle Small/Mid Cap Equity I-2 | Owns companies we recommend for divestment | 2 | 1 | 0 | 2 | X | Small Blend |
| ARIHX | Aristotle Small/Mid Cap Equity I | Owns companies we recommend for divestment | 2 | 1 | 0 | 2 | X | Small Blend |
| AISHX | Aristotle Small/Mid Cap Equity C | Owns companies we recommend for divestment | 2 | 1 | 0 | 2 | X | Small Blend |
| ARAHX | Aristotle Small/Mid Cap Equity A | Owns companies we recommend for divestment | 2 | 1 | 0 | 2 | X | Small Blend |
| AILLX | Aristotle Core Equity I-2 | Owns companies we recommend for divestment | 2 | 5 | 9 | 5 | X | Large Blend |
| ARILX | Aristotle Core Eq I | Owns companies we recommend for divestment | 2 | 5 | 9 | 5 | X | Large Blend |
| ARFFX | Ariel Focus Investor | Owns companies we recommend for divestment | 2 | 0 | 2 | 1 | X | Mid-Cap Value |
| APHJX | Artisan International Small-Mid Instl | Owns companies we recommend for divestment | 2 | 1 | 1 | 1 | X | Foreign Small/Mid Growth |
| AFOYX | Ariel Focus Institutional | Owns companies we recommend for divestment | 2 | 0 | 2 | 1 | X | Mid-Cap Value |
| AMID | Argent Mid Cap ETF | Owns companies we recommend for divestment | 2 | 0 | 1 | 2 | X | Mid-Cap Blend |
| ARVIX | ARGA International Value Institutional | Owns companies we recommend for divestment | 2 | 1 | 1 | 2 | X | Foreign Large Value |
| ARSKX | Archer Stock | Owns companies we recommend for divestment | 2 | 5 | 10 | 6 | X | Large Blend |
| AFALX | Applied Finance Dividend Investor | Owns companies we recommend for divestment | 2 | 2 | 4 | 3 | X | Large Value |
| AFAZX | Applied Finance Dividend Institutional | Owns companies we recommend for divestment | 2 | 2 | 4 | 3 | X | Large Value |
| AATSX | Ancora/Thelen Small-Mid Cap S | Owns companies we recommend for divestment | 2 | 1 | 2 | 1 | X | Small Value |
| AATIX | Ancora/Thelen Small-Mid Cap I | Owns companies we recommend for divestment | 2 | 1 | 2 | 1 | X | Small Value |
| HACK | Amplify Cybersecurity ETF | Owns companies we recommend for divestment | 2 | 0 | 3 | 2 | X | Technology |
| APDJX | Artisan International Small-Mid Advisor | Owns companies we recommend for divestment | 2 | 1 | 1 | 1 | X | Foreign Small/Mid Growth |
| ARTJX | Artisan International Small-Mid Investor | Owns companies we recommend for divestment | 2 | 1 | 1 | 1 | X | Foreign Small/Mid Growth |
| MRBVX | BlackRock Large Cap Focus Value R | Owns companies we recommend for divestment | 2 | 4 | 5 | 3 | X | Large Value |
| BARAX | Baron Asset Retail | Owns companies we recommend for divestment | 2 | 1 | 0 | 3 | X | Mid-Cap Growth |
| MBVKX | BlackRock Large Cap Focus Value K | Owns companies we recommend for divestment | 2 | 4 | 5 | 3 | X | Large Value |
| MCBAX | BlackRock Large Cap Focus Value Inv C | Owns companies we recommend for divestment | 2 | 4 | 5 | 3 | X | Large Value |
| MDBAX | BlackRock Large Cap Focus Value Inv A | Owns companies we recommend for divestment | 2 | 4 | 5 | 3 | X | Large Value |
| MABAX | BlackRock Large Cap Focus Value Instl | Owns companies we recommend for divestment | 2 | 4 | 5 | 3 | X | Large Value |
| BFSIX | BFS Equity Institutional | Owns companies we recommend for divestment | 2 | 4 | 7 | 6 | X | Large Blend |
| BFOCX | Berkshire Focus | Owns companies we recommend for divestment | 2 | 4 | 9 | 5 | X | Technology |
| BIGFX | Baron International Growth Retail | Owns companies we recommend for divestment | 2 | 0 | 4 | 1 | X | Foreign Large Growth |
| BIGUX | Baron International Growth R6 | Owns companies we recommend for divestment | 2 | 0 | 4 | 1 | X | Foreign Large Growth |
| BINIX | Baron International Growth Institutional | Owns companies we recommend for divestment | 2 | 0 | 4 | 1 | X | Foreign Large Growth |
| BARUX | Baron Asset R6 | Owns companies we recommend for divestment | 2 | 1 | 0 | 3 | X | Mid-Cap Growth |
| APDNX | Artisan Select Equity Advisor | Owns companies we recommend for divestment | 2 | 4 | 4 | 2 | X | Large Value |
| BARIX | Baron Asset Instl | Owns companies we recommend for divestment | 2 | 1 | 0 | 3 | X | Mid-Cap Growth |
| BCIL | Bancreek International Large Cap ETF | Owns companies we recommend for divestment | 2 | 0 | 2 | 2 | X | Foreign Large Growth |
| AVMV | Avantis U.S. Mid Cap Value ETF | Owns companies we recommend for divestment | 2 | 7 | 2 | 6 | X | Mid-Cap Value |
| PPI | Astoria Real Asset ETF | Owns companies we recommend for divestment | 2 | 0 | 2 | 1 | X | Global Allocation |
| APFWX | Artisan Value Income Investor | Owns companies we recommend for divestment | 2 | 1 | 2 | 2 | X | Large Value |
| APHWX | Artisan Value Income Institutional | Owns companies we recommend for divestment | 2 | 1 | 2 | 2 | X | Large Value |
| APDWX | Artisan Value Income Advisor | Owns companies we recommend for divestment | 2 | 1 | 2 | 2 | X | Large Value |
| ARTNX | Artisan Select Equity Investor | Owns companies we recommend for divestment | 2 | 4 | 4 | 2 | X | Large Value |
| APHNX | Artisan Select Equity Institutional | Owns companies we recommend for divestment | 2 | 4 | 4 | 2 | X | Large Value |
| DBMZX | BNY Mellon Sm/Md Cp Gr Z | Owns companies we recommend for divestment | 2 | 2 | 1 | 3 | X | Mid-Cap Growth |
| PGRCX | BNY Mellon Worldwide Growth C | Owns companies we recommend for divestment | 2 | 4 | 8 | 3 | X | Global Large-Stock Growth |
| TMDPX | AMG TimesSquare Mid Cap Growth N | Owns companies we recommend for divestment | 2 | 2 | 1 | 2 | X | Mid-Cap Growth |
| CETAX | Centerstone Investors A | Owns companies we recommend for divestment | 2 | 2 | 3 | 0 | X | Global Allocation |
| SOPYX | ClearBridge Dividend Strategy I | Owns companies we recommend for divestment | 2 | 3 | 8 | 5 | X | Large Value |
| LBRIX | ClearBridge Dividend Strategy FI | Owns companies we recommend for divestment | 2 | 3 | 8 | 5 | X | Large Value |
| SBPLX | ClearBridge Dividend Strategy C | Owns companies we recommend for divestment | 2 | 3 | 8 | 5 | X | Large Value |
| SOPAX | ClearBridge Dividend Strategy A | Owns companies we recommend for divestment | 2 | 3 | 8 | 5 | X | Large Value |
| LCBOX | ClearBridge Dividend Strategy 1 | Owns companies we recommend for divestment | 2 | 3 | 8 | 5 | X | Large Value |
| AWIIX | CIBC Atlas Income Opportunities Instl | Owns companies we recommend for divestment | 2 | 4 | 6 | 3 | X | Moderate Allocation |
| AWYIX | CIBC Atlas Equity Income Institutional | Owns companies we recommend for divestment | 2 | 3 | 4 | 3 | X | Large Blend |
| CENTX | Centerstone Investors I | Owns companies we recommend for divestment | 2 | 2 | 3 | 0 | X | Global Allocation |
| CENNX | Centerstone Investors C | Owns companies we recommend for divestment | 2 | 2 | 3 | 0 | X | Global Allocation |
| APWEX | Cavanal Hill World Energy Investor | Owns companies we recommend for divestment | 2 | 0 | 3 | 0 | X | Equity Energy |
| LMMRX | ClearBridge Dividend Strategy R | Owns companies we recommend for divestment | 2 | 3 | 8 | 5 | X | Large Value |
| AIWEX | Cavanal Hill World Energy Institutional | Owns companies we recommend for divestment | 2 | 0 | 3 | 0 | X | Equity Energy |
| ACWEX | Cavanal Hill World Energy C | Owns companies we recommend for divestment | 2 | 0 | 3 | 0 | X | Equity Energy |
| AAWEX | Cavanal Hill World Energy A | Owns companies we recommend for divestment | 2 | 0 | 3 | 0 | X | Equity Energy |
| CVISX | Causeway International Small Cap Inv | Owns companies we recommend for divestment | 2 | 1 | 3 | 0 | X | Foreign Small/Mid Value |
| CIISX | Causeway International Small Cap Instl | Owns companies we recommend for divestment | 2 | 1 | 3 | 0 | X | Foreign Small/Mid Value |
| CRLVX | Catholic Rspnsbl Invstmnts Intl Eq Inv | Owns companies we recommend for divestment | 2 | 1 | 4 | 1 | X | Foreign Large Blend |
| CRLSX | Catholic Rspnsbl Invstmnts Intl Eq Ins | Owns companies we recommend for divestment | 2 | 1 | 4 | 1 | X | Foreign Large Blend |
| CAXIX | Catalyst/MAP Global Equity I | Owns companies we recommend for divestment | 2 | 3 | 6 | 3 | X | Global Large-Stock Value |
| CAXCX | Catalyst/MAP Global Equity C | Owns companies we recommend for divestment | 2 | 3 | 6 | 3 | X | Global Large-Stock Value |
| LCBEX | ClearBridge Dividend Strategy IS | Owns companies we recommend for divestment | 2 | 3 | 8 | 5 | X | Large Value |
| SHRAX | ClearBridge Growth A | Owns companies we recommend for divestment | 2 | 0 | 3 | 3 | X | Large Blend |
| HSRUX | Carillon Eagle Small Cap Growth R6 | Owns companies we recommend for divestment | 2 | 1 | 2 | 2 | X | Small Growth |
| CTCAX | Columbia Global Technology Growth A | Owns companies we recommend for divestment | 2 | 4 | 13 | 8 | X | Technology |
| NSGAX | Columbia Select Large Cap Equity A | Owns companies we recommend for divestment | 2 | 5 | 9 | 5 | X | Large Blend |
| ILGGX | Columbia Integrated Large Cap Gr Instl | Owns companies we recommend for divestment | 2 | 7 | 11 | 7 | X | Large Growth |
| ILGJX | Columbia Integrated Large Cap Gr Ins 3 | Owns companies we recommend for divestment | 2 | 7 | 11 | 7 | X | Large Growth |
| ILGCX | Columbia Integrated Large Cap Gr A | Owns companies we recommend for divestment | 2 | 7 | 11 | 7 | X | Large Growth |
| CGTDX | Columbia Global Technology Growth S | Owns companies we recommend for divestment | 2 | 4 | 13 | 8 | X | Technology |
| CGTUX | Columbia Global Technology Growth Inst3 | Owns companies we recommend for divestment | 2 | 4 | 13 | 8 | X | Technology |
| CTHRX | Columbia Global Technology Growth Inst2 | Owns companies we recommend for divestment | 2 | 4 | 13 | 8 | X | Technology |
| CMTFX | Columbia Global Technology Growth Inst | Owns companies we recommend for divestment | 2 | 4 | 13 | 8 | X | Technology |
| CTHCX | Columbia Global Technology Growth C | Owns companies we recommend for divestment | 2 | 4 | 13 | 8 | X | Technology |
| TIME | Clockwise Core Equity & Innovation ETF | Owns companies we recommend for divestment | 2 | 5 | 8 | 6 | X | Technology |
| SAGCX | ClearBridge Growth C | Owns companies we recommend for divestment | 2 | 0 | 3 | 3 | X | Large Blend |
| LCMRX | ClearBridge Mid Cap Growth R | Owns companies we recommend for divestment | 2 | 0 | 2 | 2 | X | Mid-Cap Growth |
| LCMIX | ClearBridge Mid Cap Growth IS | Owns companies we recommend for divestment | 2 | 0 | 2 | 2 | X | Mid-Cap Growth |
| LBGIX | ClearBridge Mid Cap Growth I | Owns companies we recommend for divestment | 2 | 0 | 2 | 2 | X | Mid-Cap Growth |
| LBGCX | ClearBridge Mid Cap Growth C | Owns companies we recommend for divestment | 2 | 0 | 2 | 2 | X | Mid-Cap Growth |
| LBGAX | ClearBridge Mid Cap Growth A | Owns companies we recommend for divestment | 2 | 0 | 2 | 2 | X | Mid-Cap Growth |
| LMPRX | ClearBridge Growth R | Owns companies we recommend for divestment | 2 | 0 | 3 | 3 | X | Large Blend |
| LSIFX | ClearBridge Growth IS | Owns companies we recommend for divestment | 2 | 0 | 3 | 3 | X | Large Blend |
| SAGYX | ClearBridge Growth I | Owns companies we recommend for divestment | 2 | 0 | 3 | 3 | X | Large Blend |
| LMPFX | ClearBridge Growth FI | Owns companies we recommend for divestment | 2 | 0 | 3 | 3 | X | Large Blend |
| CAXAX | Catalyst/MAP Global Equity A | Owns companies we recommend for divestment | 2 | 3 | 6 | 3 | X | Global Large-Stock Value |
| HSIIX | Carillon Eagle Small Cap Growth I | Owns companies we recommend for divestment | 2 | 1 | 2 | 2 | X | Small Growth |
| DPWRX | BNY Mellon Worldwide Growth I | Owns companies we recommend for divestment | 2 | 4 | 8 | 3 | X | Global Large-Stock Growth |
| BUIBX | Buffalo Flexible Allocation Inst | Owns companies we recommend for divestment | 2 | 2 | 7 | 2 | X | Large Value |
| CIGOX | Calamos International Growth R6 | Owns companies we recommend for divestment | 2 | 0 | 2 | 2 | X | Foreign Large Growth |
| CIGIX | Calamos International Growth I | Owns companies we recommend for divestment | 2 | 0 | 2 | 2 | X | Foreign Large Growth |
| CIGCX | Calamos International Growth C | Owns companies we recommend for divestment | 2 | 0 | 2 | 2 | X | Foreign Large Growth |
| CIGRX | Calamos International Growth A | Owns companies we recommend for divestment | 2 | 0 | 2 | 2 | X | Foreign Large Growth |
| CGEOX | Calamos Global Equity R6 | Owns companies we recommend for divestment | 2 | 5 | 8 | 3 | X | Global Large-Stock Growth |
| CIGEX | Calamos Global Equity I | Owns companies we recommend for divestment | 2 | 5 | 8 | 3 | X | Global Large-Stock Growth |
| CCGEX | Calamos Global Equity C | Owns companies we recommend for divestment | 2 | 5 | 8 | 3 | X | Global Large-Stock Growth |
| CAGEX | Calamos Global Equity A | Owns companies we recommend for divestment | 2 | 5 | 8 | 3 | X | Global Large-Stock Growth |
| BWNYX | Bullfinch Greater Western New York | Owns companies we recommend for divestment | 2 | 0 | 2 | 2 | X | Mid-Cap Value |
| BUFBX | Buffalo Flexible Allocation | Owns companies we recommend for divestment | 2 | 2 | 7 | 2 | X | Large Value |
| CTCSX | Calamos Timpani Small Cap Growth C | Owns companies we recommend for divestment | 2 | 2 | 1 | 2 | X | Small Growth |
| BAMG | Brookstone Growth Stock ETF | Owns companies we recommend for divestment | 2 | 4 | 8 | 6 | X | Large Growth |
| BSMC | Brandes U.S. Small-Mid Cap Value ETF | Owns companies we recommend for divestment | 2 | 1 | 1 | 2 | X | Small Value |
| BISRX | Brandes International Small Cap EquityR6 | Owns companies we recommend for divestment | 2 | 1 | 1 | 0 | X | Foreign Small/Mid Value |
| BISMX | Brandes International Small Cap Equity I | Owns companies we recommend for divestment | 2 | 1 | 1 | 0 | X | Foreign Small/Mid Value |
| BINCX | Brandes International Small Cap Equity C | Owns companies we recommend for divestment | 2 | 1 | 1 | 0 | X | Foreign Small/Mid Value |
| BISAX | Brandes International Small Cap Equity A | Owns companies we recommend for divestment | 2 | 1 | 1 | 0 | X | Foreign Small/Mid Value |
| BTEFX | Boston Trust Equity | Owns companies we recommend for divestment | 2 | 6 | 8 | 6 | V | Large Blend |
| BPGSX | Boston Partners Global Sustainablty Ins | Owns companies we recommend for divestment | 2 | 2 | 7 | 3 | V | Global Large-Stock Value |
| DPRIX | BNY Mellon Worldwide Growth Y | Owns companies we recommend for divestment | 2 | 4 | 8 | 3 | X | Global Large-Stock Growth |
| CTASX | Calamos Timpani Small Cap Growth A | Owns companies we recommend for divestment | 2 | 2 | 1 | 2 | X | Small Growth |
| CTSIX | Calamos Timpani Small Cap Growth I | Owns companies we recommend for divestment | 2 | 2 | 1 | 2 | X | Small Growth |
| HSCCX | Carillon Eagle Small Cap Growth C | Owns companies we recommend for divestment | 2 | 1 | 2 | 2 | X | Small Growth |
| CSCCX | Calvert Small-Cap C | Owns companies we recommend for divestment | 2 | 1 | 2 | 1 | V | Small Blend |
| HRSCX | Carillon Eagle Small Cap Growth A | Owns companies we recommend for divestment | 2 | 1 | 2 | 2 | X | Small Growth |
| CGXU | Capital Group International Focus Eq ETF | Owns companies we recommend for divestment | 2 | 0 | 3 | 1 | X | Foreign Large Growth |
| CGGO | Capital Group Global Growth Equity ETF | Owns companies we recommend for divestment | 2 | 3 | 8 | 6 | X | Global Large-Stock Growth |
| CAMX | Cambiar Aggressive Value ETF | Owns companies we recommend for divestment | 2 | 2 | 3 | 2 | X | Global Large-Stock Value |
| CMCIX | Calvert Small/Mid-Cap I | Owns companies we recommend for divestment | 2 | 1 | 2 | 1 | V | Small Growth |
| CMPCX | Calvert Small/Mid-Cap C | Owns companies we recommend for divestment | 2 | 1 | 2 | 1 | V | Small Growth |
| CMPAX | Calvert Small/Mid-Cap A | Owns companies we recommend for divestment | 2 | 1 | 2 | 1 | V | Small Growth |
| CALRX | Calvert Small-Cap R6 | Owns companies we recommend for divestment | 2 | 1 | 2 | 1 | V | Small Blend |
| CSVIX | Calvert Small-Cap I | Owns companies we recommend for divestment | 2 | 1 | 2 | 1 | V | Small Blend |
| CCVAX | Calvert Small-Cap A | Owns companies we recommend for divestment | 2 | 1 | 2 | 1 | V | Small Blend |
| CTSOX | Calamos Timpani Small Cap Growth R6 | Owns companies we recommend for divestment | 2 | 2 | 1 | 2 | X | Small Growth |
| CCPIX | Calvert Mid-Cap I | Owns companies we recommend for divestment | 2 | 2 | 2 | 2 | V | Mid-Cap Blend |
| CCACX | Calvert Mid-Cap C | Owns companies we recommend for divestment | 2 | 2 | 2 | 2 | V | Mid-Cap Blend |
| CCAFX | Calvert Mid-Cap A | Owns companies we recommend for divestment | 2 | 2 | 2 | 2 | V | Mid-Cap Blend |
| CSPIX | Calvert Global Small-Cap Equity I | Owns companies we recommend for divestment | 2 | 1 | 2 | 1 | V | Global Small/Mid Stock |
| CSQCX | Calvert Global Small-Cap Equity C | Owns companies we recommend for divestment | 2 | 1 | 2 | 1 | V | Global Small/Mid Stock |
| CSMAX | Calvert Global Small-Cap Equity A | Owns companies we recommend for divestment | 2 | 1 | 2 | 1 | V | Global Small/Mid Stock |
| CTOGX | Calamos Timpani SMID Growth R6 | Owns companies we recommend for divestment | 2 | 2 | 1 | 2 | X | Small Growth |
| CTIGX | Calamos Timpani SMID Growth I | Owns companies we recommend for divestment | 2 | 2 | 1 | 2 | X | Small Growth |
| CTAGX | Calamos Timpani SMID Growth A | Owns companies we recommend for divestment | 2 | 2 | 1 | 2 | X | Small Growth |
| TMDIX | AMG TimesSquare Mid Cap Growth Z | Owns companies we recommend for divestment | 2 | 2 | 1 | 2 | X | Mid-Cap Growth |
| TQMIX | AMG TimesSquare Mid Cap Growth I | Owns companies we recommend for divestment | 2 | 2 | 1 | 2 | X | Mid-Cap Growth |
| NSEPX | Columbia Select Large Cap Equity Inst | Owns companies we recommend for divestment | 2 | 5 | 9 | 5 | X | Large Blend |
| AIVIX | AB International Value I | Owns companies we recommend for divestment | 2 | 0 | 3 | 2 | X | Foreign Large Value |
| CBBYX | AB Relative Value Advisor | Owns companies we recommend for divestment | 2 | 4 | 3 | 2 | X | Large Value |
| CABDX | AB Relative Value A | Owns companies we recommend for divestment | 2 | 4 | 3 | 2 | X | Large Value |
| APGZX | AB Large Cap Growth Z | Owns companies we recommend for divestment | 2 | 6 | 6 | 5 | X | Large Growth |
| ABPRX | AB Large Cap Growth R | Owns companies we recommend for divestment | 2 | 6 | 6 | 5 | X | Large Growth |
| ALCKX | AB Large Cap Growth K | Owns companies we recommend for divestment | 2 | 6 | 6 | 5 | X | Large Growth |
| ALLIX | AB Large Cap Growth I | Owns companies we recommend for divestment | 2 | 6 | 6 | 5 | X | Large Growth |
| APGCX | AB Large Cap Growth C | Owns companies we recommend for divestment | 2 | 6 | 6 | 5 | X | Large Growth |
| APGYX | AB Large Cap Growth Advisor | Owns companies we recommend for divestment | 2 | 6 | 6 | 5 | X | Large Growth |
| APGAX | AB Large Cap Growth A | Owns companies we recommend for divestment | 2 | 6 | 6 | 5 | X | Large Growth |
| ABICX | AB International Value C | Owns companies we recommend for divestment | 2 | 0 | 3 | 2 | X | Foreign Large Value |
| CBBIX | AB Relative Value I | Owns companies we recommend for divestment | 2 | 4 | 3 | 2 | X | Large Value |
| ABIYX | AB International Value Advisor | Owns companies we recommend for divestment | 2 | 0 | 3 | 2 | X | Foreign Large Value |
| ABIAX | AB International Value A | Owns companies we recommend for divestment | 2 | 0 | 3 | 2 | X | Foreign Large Value |
| ADGZX | AB Core Opportunities Z | Owns companies we recommend for divestment | 2 | 7 | 7 | 5 | X | Large Blend |
| ADGIX | AB Core Opportunities I | Owns companies we recommend for divestment | 2 | 7 | 7 | 5 | X | Large Blend |
| ADGCX | AB Core Opportunities C | Owns companies we recommend for divestment | 2 | 7 | 7 | 5 | X | Large Blend |
| ADGYX | AB Core Opportunities Advisor | Owns companies we recommend for divestment | 2 | 7 | 7 | 5 | X | Large Blend |
| ADGAX | AB Core Opportunities A | Owns companies we recommend for divestment | 2 | 7 | 7 | 5 | X | Large Blend |
| AMFEX | AAMA Equity | Owns companies we recommend for divestment | 2 | 5 | 7 | 5 | X | Large Blend |
| ZVNBX | Zevenbergen Growth Investor | Owns companies we recommend for divestment | 1 | 2 | 4 | 2 | X | Large Growth |
| CBBCX | AB Relative Value C | Owns companies we recommend for divestment | 2 | 4 | 3 | 2 | X | Large Value |
| CBBZX | AB Relative Value Z | Owns companies we recommend for divestment | 2 | 4 | 3 | 2 | X | Large Value |
| ZVGNX | Zevenbergen Genea Investor | Owns companies we recommend for divestment | 1 | 2 | 4 | 2 | X | Large Growth |
| ALOCX | Alger Mid Cap Focus C | Owns companies we recommend for divestment | 2 | 1 | 1 | 2 | X | Mid-Cap Growth |
| AGIRX | Alger Mid Cap Growth Institutional R | Owns companies we recommend for divestment | 2 | 1 | 1 | 3 | X | Mid-Cap Growth |
| ALMRX | Alger Mid Cap Growth Institutional I | Owns companies we recommend for divestment | 2 | 1 | 1 | 3 | X | Mid-Cap Growth |
| AMGOX | Alger Mid Cap Growth I-2 | Owns companies we recommend for divestment | 2 | 1 | 1 | 3 | X | Mid-Cap Growth |
| AMGCX | Alger Mid Cap Growth C | Owns companies we recommend for divestment | 2 | 1 | 1 | 3 | X | Mid-Cap Growth |
| AMCGX | Alger Mid Cap Growth B | Owns companies we recommend for divestment | 2 | 1 | 1 | 3 | X | Mid-Cap Growth |
| AMGAX | Alger Mid Cap Growth A | Owns companies we recommend for divestment | 2 | 1 | 1 | 3 | X | Mid-Cap Growth |
| AFOZX | Alger Mid Cap Focus Z | Owns companies we recommend for divestment | 2 | 1 | 1 | 2 | X | Mid-Cap Growth |
| ALOYX | Alger Mid Cap Focus Y | Owns companies we recommend for divestment | 2 | 1 | 1 | 2 | X | Mid-Cap Growth |
| AFOIX | Alger Mid Cap Focus I | Owns companies we recommend for divestment | 2 | 1 | 1 | 2 | X | Mid-Cap Growth |
| ALOAX | Alger Mid Cap Focus A | Owns companies we recommend for divestment | 2 | 1 | 1 | 2 | X | Mid-Cap Growth |
| ATWAX | AB Tax-Managed Wealth Apprec Strat A | Owns companies we recommend for divestment | 2 | 6 | 11 | 6 | X | Global Large-Stock Blend |
| FRTY | Alger Mid Cap 40 ETF | Owns companies we recommend for divestment | 2 | 1 | 2 | 2 | X | Mid-Cap Growth |
| MPAY | Akros Monthly Payout ETF | Owns companies we recommend for divestment | 2 | 7 | 8 | 6 | X | Moderate Allocation |
| SURE | AdvisorShares Insider Advantage ETF | Owns companies we recommend for divestment | 2 | 2 | 4 | 1 | X | Mid-Cap Blend |
| RULE | Adaptive Core ETF | Owns companies we recommend for divestment | 2 | 3 | 4 | 2 | X | Moderate Allocation |
| DEEP | Acquirers Deep Value ETF | Owns companies we recommend for divestment | 2 | 2 | 1 | 1 | X | Small Value |
| ABFL | Abacus FCF Leaders ETF | Owns companies we recommend for divestment | 2 | 1 | 5 | 1 | X | Large Blend |
| ABOT | Abacus FCF Innovation Leaders ETF | Owns companies we recommend for divestment | 2 | 3 | 7 | 3 | X | Technology |
| ATWCX | AB Tax-Managed Wealth Apprec Strat C | Owns companies we recommend for divestment | 2 | 6 | 11 | 6 | X | Global Large-Stock Blend |
| ATWYX | AB Tax-Managed Wealth Apprec Strat Adv | Owns companies we recommend for divestment | 2 | 6 | 11 | 6 | X | Global Large-Stock Blend |
| ZVNIX | Zevenbergen Growth Institutional | Owns companies we recommend for divestment | 1 | 2 | 4 | 2 | X | Large Growth |
| ZVGIX | Zevenbergen Genea Institutional | Owns companies we recommend for divestment | 1 | 2 | 4 | 2 | X | Large Growth |
| ALMZX | Alger MidCap Growth Institutional Z-2 | Owns companies we recommend for divestment | 2 | 1 | 1 | 3 | X | Mid-Cap Growth |
| WISIX | William Blair International Sm Cap Gr I | Owns companies we recommend for divestment | 1 | 1 | 1 | 1 | X | Foreign Small/Mid Growth |
| ICSCX | William Blair Small Cap Value I | Owns companies we recommend for divestment | 1 | 1 | 0 | 2 | X | Small Value |
| WBSRX | William Blair Small Cap Growth R6 | Owns companies we recommend for divestment | 1 | 1 | 1 | 0 | X | Small Growth |
| WBSNX | William Blair Small Cap Growth N | Owns companies we recommend for divestment | 1 | 1 | 1 | 0 | X | Small Growth |
| WBSIX | William Blair Small Cap Growth I | Owns companies we recommend for divestment | 1 | 1 | 1 | 0 | X | Small Growth |
| LCGJX | William Blair Large Cap Growth R6 | Owns companies we recommend for divestment | 1 | 3 | 4 | 6 | X | Large Growth |
| LCGNX | William Blair Large Cap Growth N | Owns companies we recommend for divestment | 1 | 3 | 4 | 6 | X | Large Growth |
| LCGFX | William Blair Large Cap Growth I | Owns companies we recommend for divestment | 1 | 3 | 4 | 6 | X | Large Growth |
| WIISX | William Blair International Sm Cap Gr R6 | Owns companies we recommend for divestment | 1 | 1 | 1 | 1 | X | Foreign Small/Mid Growth |
| WISNX | William Blair International Sm Cap Gr N | Owns companies we recommend for divestment | 1 | 1 | 1 | 1 | X | Foreign Small/Mid Growth |
| WILJX | William Blair International Ldrs R6 | Owns companies we recommend for divestment | 1 | 0 | 3 | 2 | X | Foreign Large Growth |
| WBVRX | William Blair Small Cap Value R6 | Owns companies we recommend for divestment | 1 | 1 | 0 | 2 | X | Small Value |
| WILNX | William Blair International Ldrs N | Owns companies we recommend for divestment | 1 | 0 | 3 | 2 | X | Foreign Large Growth |
| WILIX | William Blair International Ldrs I | Owns companies we recommend for divestment | 1 | 0 | 3 | 2 | X | Foreign Large Growth |
| BGFRX | William Blair Growth R6 | Owns companies we recommend for divestment | 1 | 4 | 5 | 6 | X | Large Growth |
| WBGSX | William Blair Growth N | Owns companies we recommend for divestment | 1 | 4 | 5 | 6 | X | Large Growth |
| BGFIX | William Blair Growth I | Owns companies we recommend for divestment | 1 | 4 | 5 | 6 | X | Large Growth |
| LBO | WHITEWOLF Publicly Listed Priv Eq ETF | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Miscellaneous Sector |
| RWGFX | Wedgewood Retail | Owns companies we recommend for divestment | 1 | 3 | 6 | 3 | X | Large Growth |
| RWGIX | Wedgewood Institutional | Owns companies we recommend for divestment | 1 | 3 | 6 | 3 | X | Large Growth |
| WCMJX | WCM SMID Quality Val Fd Investor | Owns companies we recommend for divestment | 1 | 0 | 1 | 1 | X | Small Blend |
| WBVNX | William Blair Small Cap Value N | Owns companies we recommend for divestment | 1 | 1 | 0 | 2 | X | Small Value |
| ISMVX | William Blair Small-Mid Cap Value I | Owns companies we recommend for divestment | 1 | 2 | 0 | 3 | X | Small Value |
| YOVLX | Yorktown Small-Cap L | Owns companies we recommend for divestment | 1 | 1 | 0 | 2 | X | Small Blend |
| IQDG | WisdomTree International Qual Div Gr ETF | Owns companies we recommend for divestment | 1 | 0 | 4 | 2 | X | Foreign Large Growth |
| YOVIX | Yorktown Small-Cap Institutional | Owns companies we recommend for divestment | 1 | 1 | 0 | 2 | X | Small Blend |
| YOVAX | Yorktown Small-Cap A | Owns companies we recommend for divestment | 1 | 1 | 0 | 2 | X | Small Blend |
| MIDE | Xtrackers S&P MidCap 400 Scrd & Scrn ETF | Owns companies we recommend for divestment | 1 | 7 | 3 | 5 | V | Mid-Cap Blend |
| NRES | Xtrackers RREEF Global Natrl Res ETF | Owns companies we recommend for divestment | 1 | 0 | 2 | 0 | X | Natural Resources |
| EMCR | Xtrackers EM CarbReduc&ClimtImprvs ETF | Owns companies we recommend for divestment | 1 | 0 | 4 | 0 | V | Diversified Emerging Mkts |
| WPGSX | WPG Partners Select Small Cap Value Ins | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Small Value |
| WPLCX | WP Large Cap Income Plus Institutional | Owns companies we recommend for divestment | 1 | 3 | 3 | 1 | X | Large Value |
| QMID | WisdomTree U.S. Mid Cap Quality Gr | Owns companies we recommend for divestment | 1 | 0 | 2 | 0 | X | Mid-Cap Growth |
| IHDG | WisdomTree Intl Hdgd Qual Div Gr ETF | Owns companies we recommend for divestment | 1 | 0 | 4 | 2 | X | Foreign Large Growth |
| DNL | WisdomTree Global ex-US Qual Div Gr ETF | Owns companies we recommend for divestment | 1 | 1 | 1 | 2 | X | Foreign Large Growth |
| RSMVX | William Blair Small-Mid Cap Value R6 | Owns companies we recommend for divestment | 1 | 2 | 0 | 3 | X | Small Value |
| DFE | WisdomTree Europe SmallCap Dividend ETF | Owns companies we recommend for divestment | 1 | 1 | 3 | 0 | X | Europe Stock |
| EUSC | WisdomTree Europe Hedged SmallCap Eq ETF | Owns companies we recommend for divestment | 1 | 0 | 4 | 0 | X | Europe Stock |
| XSOE | WisdomTree EmMkts ex-Stt-Ownd EntrprsETF | Owns companies we recommend for divestment | 1 | 0 | 7 | 0 | X | Diversified Emerging Mkts |
| DGRE | WisdomTree Emerging Mkts Qual Div Gr ETF | Owns companies we recommend for divestment | 1 | 0 | 2 | 0 | X | Diversified Emerging Mkts |
| NTSE | WisdomTree Emerging Mkts Effcnt Cr ETF | Owns companies we recommend for divestment | 1 | 0 | 4 | 0 | X | Diversified Emerging Mkts |
| EMMF | WisdomTree Emerging Markets Mltfctr | Owns companies we recommend for divestment | 1 | 0 | 4 | 0 | X | Diversified Emerging Mkts |
| XC | WisdomTree Emerging Markets ex-China ETF | Owns companies we recommend for divestment | 1 | 0 | 7 | 0 | X | Diversified Emerging Mkts |
| WCLD | WisdomTree Cloud Computing ETF | Owns companies we recommend for divestment | 1 | 0 | 2 | 2 | X | Technology |
| WIREX | Wireless | Owns companies we recommend for divestment | 1 | 3 | 7 | 3 | X | Technology |
| AMCZX | Alger Mid Cap Growth Z | Owns companies we recommend for divestment | 2 | 1 | 1 | 3 | X | Mid-Cap Growth |
| SGRAX | Allspring Growth A | Owns companies we recommend for divestment | 2 | 4 | 9 | 5 | X | Large Growth |
| MSSYX | AMG Frontier Small Cap Growth Z | Owns companies we recommend for divestment | 2 | 0 | 0 | 2 | X | Small Growth |
| AGYWX | American Century Growth Y | Owns companies we recommend for divestment | 2 | 5 | 9 | 6 | X | Large Growth |
| ATHYX | American Century Heritage Y | Owns companies we recommend for divestment | 2 | 1 | 3 | 3 | X | Mid-Cap Growth |
| ATHDX | American Century Heritage R6 | Owns companies we recommend for divestment | 2 | 1 | 3 | 3 | X | Mid-Cap Growth |
| ATHGX | American Century Heritage R5 | Owns companies we recommend for divestment | 2 | 1 | 3 | 3 | X | Mid-Cap Growth |
| ATHWX | American Century Heritage R | Owns companies we recommend for divestment | 2 | 1 | 3 | 3 | X | Mid-Cap Growth |
| TWHIX | American Century Heritage Inv | Owns companies we recommend for divestment | 2 | 1 | 3 | 3 | X | Mid-Cap Growth |
| ATHIX | American Century Heritage I | Owns companies we recommend for divestment | 2 | 1 | 3 | 3 | X | Mid-Cap Growth |
| ACILX | American Century Heritage G | Owns companies we recommend for divestment | 2 | 1 | 3 | 3 | X | Mid-Cap Growth |
| AHGCX | American Century Heritage C | Owns companies we recommend for divestment | 2 | 1 | 3 | 3 | X | Mid-Cap Growth |
| ATHAX | American Century Heritage A | Owns companies we recommend for divestment | 2 | 1 | 3 | 3 | X | Mid-Cap Growth |
| AGRDX | American Century Growth R6 | Owns companies we recommend for divestment | 2 | 5 | 9 | 6 | X | Large Growth |
| AIWCX | American Century International Gr C | Owns companies we recommend for divestment | 2 | 0 | 2 | 3 | X | Foreign Large Growth |
| AGWUX | American Century Growth R5 | Owns companies we recommend for divestment | 2 | 5 | 9 | 6 | X | Large Growth |
| AGWRX | American Century Growth R | Owns companies we recommend for divestment | 2 | 5 | 9 | 6 | X | Large Growth |
| TWCGX | American Century Growth Inv | Owns companies we recommend for divestment | 2 | 5 | 9 | 6 | X | Large Growth |
| TWGIX | American Century Growth I | Owns companies we recommend for divestment | 2 | 5 | 9 | 6 | X | Large Growth |
| ACIHX | American Century Growth G | Owns companies we recommend for divestment | 2 | 5 | 9 | 6 | X | Large Growth |
| TWRCX | American Century Growth C | Owns companies we recommend for divestment | 2 | 5 | 9 | 6 | X | Large Growth |
| TCRAX | American Century Growth A | Owns companies we recommend for divestment | 2 | 5 | 9 | 6 | X | Large Growth |
| AEIYX | American Century Equity Income Y | Owns companies we recommend for divestment | 2 | 2 | 5 | 1 | X | Large Value |
| AEUDX | American Century Equity Income R6 | Owns companies we recommend for divestment | 2 | 2 | 5 | 1 | X | Large Value |
| TWGAX | American Century International Gr A | Owns companies we recommend for divestment | 2 | 0 | 2 | 3 | X | Foreign Large Growth |
| ACAEX | American Century International Gr G | Owns companies we recommend for divestment | 2 | 0 | 2 | 3 | X | Foreign Large Growth |
| AEURX | American Century Equity Income R | Owns companies we recommend for divestment | 2 | 2 | 5 | 1 | X | Large Value |
| ACAFX | American Century International Value G | Owns companies we recommend for divestment | 2 | 2 | 6 | 2 | X | Foreign Large Value |
| MSSVX | AMG Frontier Small Cap Growth N | Owns companies we recommend for divestment | 2 | 0 | 0 | 2 | X | Small Growth |
| MSSCX | AMG Frontier Small Cap Growth I | Owns companies we recommend for divestment | 2 | 0 | 0 | 2 | X | Small Growth |
| AMRGX | American Growth One D | Owns companies we recommend for divestment | 2 | 6 | 6 | 5 | X | Large Growth |
| AMRCX | American Growth One C | Owns companies we recommend for divestment | 2 | 6 | 6 | 5 | X | Large Growth |
| AMRBX | American Growth One B | Owns companies we recommend for divestment | 2 | 6 | 6 | 5 | X | Large Growth |
| AMRAX | American Growth One A | Owns companies we recommend for divestment | 2 | 6 | 6 | 5 | X | Large Growth |
| ACSI | American Customer Satisfaction ETF | Owns companies we recommend for divestment | 2 | 7 | 6 | 6 | X | Large Blend |
| ACGR | American Century Large Cap Growth ETF | Owns companies we recommend for divestment | 2 | 5 | 10 | 7 | V | Large Growth |
| ACVUX | American Century International Value I | Owns companies we recommend for divestment | 2 | 2 | 6 | 2 | X | Foreign Large Value |
| ACVDX | American Century International Val R6 | Owns companies we recommend for divestment | 2 | 2 | 6 | 2 | X | Foreign Large Value |
| TGRIX | American Century International Gr I | Owns companies we recommend for divestment | 2 | 0 | 2 | 3 | X | Foreign Large Growth |
| ACVRX | American Century International Val R | Owns companies we recommend for divestment | 2 | 2 | 6 | 2 | X | Foreign Large Value |
| ACEVX | American Century International Val Inv | Owns companies we recommend for divestment | 2 | 2 | 6 | 2 | X | Foreign Large Value |
| ACCOX | American Century International Val C | Owns companies we recommend for divestment | 2 | 2 | 6 | 2 | X | Foreign Large Value |
| MEQAX | American Century International Val A | Owns companies we recommend for divestment | 2 | 2 | 6 | 2 | X | Foreign Large Value |
| ATYGX | American Century International Gr Y | Owns companies we recommend for divestment | 2 | 0 | 2 | 3 | X | Foreign Large Growth |
| ATGDX | American Century International Gr R6 | Owns companies we recommend for divestment | 2 | 0 | 2 | 3 | X | Foreign Large Growth |
| ATGGX | American Century International Gr R5 | Owns companies we recommend for divestment | 2 | 0 | 2 | 3 | X | Foreign Large Growth |
| ATGRX | American Century International Gr R | Owns companies we recommend for divestment | 2 | 0 | 2 | 3 | X | Foreign Large Growth |
| TWIEX | American Century International Gr Inv | Owns companies we recommend for divestment | 2 | 0 | 2 | 3 | X | Foreign Large Growth |
| AEIUX | American Century Equity Income R5 | Owns companies we recommend for divestment | 2 | 2 | 5 | 1 | X | Large Value |
| TWEIX | American Century Equity Income Inv | Owns companies we recommend for divestment | 2 | 2 | 5 | 1 | X | Large Value |
| SGRKX | Allspring Growth Admin | Owns companies we recommend for divestment | 2 | 4 | 9 | 5 | X | Large Growth |
| WFENX | Allspring International Equity Inst | Owns companies we recommend for divestment | 2 | 2 | 4 | 2 | X | Foreign Large Value |
| STOFX | Allspring Large Cap Growth C | Owns companies we recommend for divestment | 2 | 4 | 8 | 5 | X | Large Growth |
| STDFX | Allspring Large Cap Growth Admin | Owns companies we recommend for divestment | 2 | 4 | 8 | 5 | X | Large Growth |
| STAFX | Allspring Large Cap Growth A | Owns companies we recommend for divestment | 2 | 4 | 8 | 5 | X | Large Growth |
| EGORX | Allspring Large Cap Core R6 | Owns companies we recommend for divestment | 2 | 5 | 4 | 5 | X | Large Blend |
| EGOIX | Allspring Large Cap Core Inst | Owns companies we recommend for divestment | 2 | 5 | 4 | 5 | X | Large Blend |
| EGOCX | Allspring Large Cap Core C | Owns companies we recommend for divestment | 2 | 5 | 4 | 5 | X | Large Blend |
| WFLLX | Allspring Large Cap Core Admin | Owns companies we recommend for divestment | 2 | 5 | 4 | 5 | X | Large Blend |
| EGOAX | Allspring Large Cap Core A | Owns companies we recommend for divestment | 2 | 5 | 4 | 5 | X | Large Blend |
| WFEHX | Allspring International Equity R6 | Owns companies we recommend for divestment | 2 | 2 | 4 | 2 | X | Foreign Large Value |
| WFEFX | Allspring International Equity C | Owns companies we recommend for divestment | 2 | 2 | 4 | 2 | X | Foreign Large Value |
| STFFX | Allspring Large Cap Growth R6 | Owns companies we recommend for divestment | 2 | 4 | 8 | 5 | X | Large Growth |
| WFEDX | Allspring International Equity Admin | Owns companies we recommend for divestment | 2 | 2 | 4 | 2 | X | Foreign Large Value |
| WFEAX | Allspring International Equity A | Owns companies we recommend for divestment | 2 | 2 | 4 | 2 | X | Foreign Large Value |
| WFTIX | Allspring Innovation Fund - Class Inst | Owns companies we recommend for divestment | 2 | 2 | 1 | 2 | X | Technology |
| WFTCX | Allspring Innovation Fund - Class C | Owns companies we recommend for divestment | 2 | 2 | 1 | 2 | X | Technology |
| WFTDX | Allspring Innovation Fund - Class Admin | Owns companies we recommend for divestment | 2 | 2 | 1 | 2 | X | Technology |
| WFSTX | Allspring Innovation Fund - Class A | Owns companies we recommend for divestment | 2 | 2 | 1 | 2 | X | Technology |
| SGRHX | Allspring Growth R6 | Owns companies we recommend for divestment | 2 | 4 | 9 | 5 | X | Large Growth |
| SGRNX | Allspring Growth Inst | Owns companies we recommend for divestment | 2 | 4 | 9 | 5 | X | Large Growth |
| WGFCX | Allspring Growth C | Owns companies we recommend for divestment | 2 | 4 | 9 | 5 | X | Large Growth |
| STNFX | Allspring Large Cap Growth Inst | Owns companies we recommend for divestment | 2 | 4 | 8 | 5 | X | Large Growth |
| EKJAX | Allspring Premier Large Co Gr A | Owns companies we recommend for divestment | 2 | 4 | 8 | 5 | X | Large Growth |
| ACIIX | American Century Equity Income I | Owns companies we recommend for divestment | 2 | 2 | 5 | 1 | X | Large Value |
| SBQUX | AmericaFirst Alpha Trends Factor Class U | Owns companies we recommend for divestment | 2 | 1 | 6 | 1 | X | Large Blend |
| AEIMX | American Century Equity Income G | Owns companies we recommend for divestment | 2 | 2 | 5 | 1 | X | Large Value |
| AEYIX | American Century Equity Income C | Owns companies we recommend for divestment | 2 | 2 | 5 | 1 | X | Large Value |
| TWEAX | American Century Equity Income A | Owns companies we recommend for divestment | 2 | 2 | 5 | 1 | X | Large Value |
| ABCYX | American Beacon The London Co Inc Eq Y | Owns companies we recommend for divestment | 2 | 2 | 4 | 2 | X | Large Value |
| ABCRX | American Beacon The London Co Inc Eq R6 | Owns companies we recommend for divestment | 2 | 2 | 4 | 2 | X | Large Value |
| ABCIX | American Beacon The London Co Inc Eq R5 | Owns companies we recommend for divestment | 2 | 2 | 4 | 2 | X | Large Value |
| ABCVX | American Beacon The London Co Inc Eq Inv | Owns companies we recommend for divestment | 2 | 2 | 4 | 2 | X | Large Value |
| ABECX | American Beacon The London Co Inc Eq C | Owns companies we recommend for divestment | 2 | 2 | 4 | 2 | X | Large Value |
| ABCAX | American Beacon The London Co Inc Eq A | Owns companies we recommend for divestment | 2 | 2 | 4 | 2 | X | Large Value |
| SBQIX | AmericaFirst Alpha Trends Factor Class I | Owns companies we recommend for divestment | 2 | 1 | 6 | 1 | X | Large Blend |
| WFPDX | Allspring Premier Large Co Gr Adm | Owns companies we recommend for divestment | 2 | 4 | 8 | 5 | X | Large Growth |
| SBQAX | AmericaFirst Alpha Trends Factor Class A | Owns companies we recommend for divestment | 2 | 1 | 6 | 1 | X | Large Blend |
| CCNR | ALPS/CoreCommodity Natural Resources ETF | Owns companies we recommend for divestment | 2 | 3 | 7 | 0 | X | Natural Resources |
| WFDDX | Allspring SMID Cap Growth Fund -Cl Admin | Owns companies we recommend for divestment | 2 | 1 | 1 | 2 | X | Mid-Cap Growth |
| WFDRX | Allspring SMID Cap Growth Fund - Cl R6 | Owns companies we recommend for divestment | 2 | 1 | 1 | 2 | X | Mid-Cap Growth |
| WFDSX | Allspring SMID Cap Growth Fund - Cl Inst | Owns companies we recommend for divestment | 2 | 1 | 1 | 2 | X | Mid-Cap Growth |
| WDSCX | Allspring SMID Cap Growth Fund - Cl C | Owns companies we recommend for divestment | 2 | 1 | 1 | 2 | X | Mid-Cap Growth |
| WFDAX | Allspring SMID Cap Growth Fund - Cl A | Owns companies we recommend for divestment | 2 | 1 | 1 | 2 | X | Mid-Cap Growth |
| EKJFX | Allspring Premier Large Co Gr R6 | Owns companies we recommend for divestment | 2 | 4 | 8 | 5 | X | Large Growth |
| EKJYX | Allspring Premier Large Co Gr Inst | Owns companies we recommend for divestment | 2 | 4 | 8 | 5 | X | Large Growth |
| EKJCX | Allspring Premier Large Co Gr C | Owns companies we recommend for divestment | 2 | 4 | 8 | 5 | X | Large Growth |
| NSGCX | Columbia Select Large Cap Equity C | Owns companies we recommend for divestment | 2 | 5 | 9 | 5 | X | Large Blend |
| CLCRX | Columbia Select Large Cap Equity Inst2 | Owns companies we recommend for divestment | 2 | 5 | 9 | 5 | X | Large Blend |
| WCFOX | WCM Focused International Opps Inv | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Foreign Small/Mid Blend |
| MMLG | First Trust Multi-Manager Large Gr ETF | Owns companies we recommend for divestment | 2 | 5 | 6 | 6 | X | Large Growth |
| FYC | First Trust Small Cap Gr AlphaDEX® ETF | Owns companies we recommend for divestment | 2 | 3 | 3 | 3 | X | Small Growth |
| RFEU | First Trust RiverFront Dynamic Eurp ETF | Owns companies we recommend for divestment | 2 | 2 | 4 | 2 | X | Europe Stock |
| RDVY | First Trust Rising Dividend Achiev ETF | Owns companies we recommend for divestment | 2 | 6 | 8 | 5 | X | Large Value |
| AIRR | First Trust RBA Amer Indl RenaisTM ETF | Owns companies we recommend for divestment | 2 | 0 | 1 | 1 | X | Industrials |
| GRID | First Trust NASDAQ® Cln Edge®StGidIfsETF | Owns companies we recommend for divestment | 2 | 0 | 9 | 0 | V | Infrastructure |
| QQXT | First Trust NASDAQ-100 ex-Tech Sect ETF | Owns companies we recommend for divestment | 2 | 3 | 6 | 2 | X | Large Blend |
| FTXN | First Trust Nasdaq Oil & Gas ETF | Owns companies we recommend for divestment | 2 | 0 | 3 | 0 | X | Equity Energy |
| FTXO | First Trust Nasdaq Bank ETF | Owns companies we recommend for divestment | 2 | 5 | 0 | 5 | X | Financial |
| MMSC | First Trust Multi-Manager Sm Cp Opps ETF | Owns companies we recommend for divestment | 2 | 1 | 1 | 2 | X | Small Growth |
| FNY | First Trust Mid Cap Growth AlphaDEX® ETF | Owns companies we recommend for divestment | 2 | 0 | 2 | 2 | X | Mid-Cap Growth |
| FPX | First Trust US Equity Opportunities ETF | Owns companies we recommend for divestment | 2 | 0 | 2 | 1 | X | Mid-Cap Growth |
| FPXE | First Trust IPOX Europe Equity Opps ETF | Owns companies we recommend for divestment | 2 | 1 | 4 | 1 | X | Europe Stock |
| FICS | First Trust Intl Developed Cap Strth ETF | Owns companies we recommend for divestment | 2 | 1 | 2 | 2 | X | Foreign Large Growth |
| NXTG | First Trust IndXX NextG ETF | Owns companies we recommend for divestment | 2 | 1 | 7 | 3 | X | Technology |
| HSMV | First Trust Horizon Managed Vol S/M ETF | Owns companies we recommend for divestment | 2 | 0 | 1 | 2 | X | Small Blend |
| FXO | First Trust Financials AlphaDEX® ETF | Owns companies we recommend for divestment | 2 | 4 | 0 | 3 | X | Financial |
| FEUZ | First Trust Eurozone AlphaDEX® ETF | Owns companies we recommend for divestment | 2 | 0 | 5 | 0 | X | Europe Stock |
| FXN | First Trust Energy AlphaDEX® ETF | Owns companies we recommend for divestment | 2 | 0 | 4 | 0 | X | Equity Energy |
| DDIV | First Trust Dorsey Wright Momt & Div ETF | Owns companies we recommend for divestment | 2 | 2 | 1 | 4 | X | Mid-Cap Value |
| SHRY | First Trust Bloomberg Shld Yld ETF | Owns companies we recommend for divestment | 2 | 5 | 5 | 4 | X | Large Value |
| FSCS | First Trust SMID Capital Strength ETF | Owns companies we recommend for divestment | 2 | 0 | 3 | 1 | X | Mid-Cap Blend |
| WCMGX | First Trust WCM Focused Global Gr Inst | Owns companies we recommend for divestment | 2 | 2 | 4 | 4 | X | Global Large-Stock Growth |
| AGQI | First Trust Active Gbl Qual Inc ETF | Owns companies we recommend for divestment | 2 | 2 | 7 | 3 | X | Global Large-Stock Value |
| QRVLX | FPA Queens Road Value | Owns companies we recommend for divestment | 2 | 4 | 4 | 2 | X | Large Value |
| FCGAX | Franklin Growth Adv | Owns companies we recommend for divestment | 2 | 5 | 10 | 8 | X | Large Growth |
| FKGRX | Franklin Growth A | Owns companies we recommend for divestment | 2 | 5 | 10 | 8 | X | Large Growth |
| FLGB | Franklin FTSE United Kingdom ETF | Owns companies we recommend for divestment | 2 | 1 | 2 | 3 | X | Miscellaneous Region |
| FDTRX | Franklin DynaTech R6 | Owns companies we recommend for divestment | 2 | 4 | 8 | 7 | X | Large Growth |
| FDNRX | Franklin DynaTech R | Owns companies we recommend for divestment | 2 | 4 | 8 | 7 | X | Large Growth |
| FDYNX | Franklin DynaTech C | Owns companies we recommend for divestment | 2 | 4 | 8 | 7 | X | Large Growth |
| FDYZX | Franklin DynaTech Adv | Owns companies we recommend for divestment | 2 | 4 | 8 | 7 | X | Large Growth |
| FKDNX | Franklin DynaTech A | Owns companies we recommend for divestment | 2 | 4 | 8 | 7 | X | Large Growth |
| YLDE | Franklin ClearBridge Enhanced Inc ETF | Owns companies we recommend for divestment | 2 | 2 | 6 | 4 | X | Large Value |
| FORH | Formidable ETF | Owns companies we recommend for divestment | 2 | 1 | 0 | 1 | X | Global Small/Mid Stock |
| WFGGX | First Trust WCM Focused Global Gr Inv | Owns companies we recommend for divestment | 2 | 2 | 4 | 4 | X | Global Large-Stock Growth |
| FMCX | FMC Excelsior Focus Equity ETF | Owns companies we recommend for divestment | 2 | 5 | 4 | 4 | X | Large Blend |
| NFRA | FlexShares STOXX Global Broad Infras ETF | Owns companies we recommend for divestment | 2 | 3 | 0 | 3 | X | Infrastructure |
| TLTE | FlexShares Mstar EmgMkts FctTilt ETF | Owns companies we recommend for divestment | 2 | 1 | 12 | 1 | X | Diversified Emerging Mkts |
| IQDF | FlexShares Intl Qual Div ETF | Owns companies we recommend for divestment | 2 | 2 | 6 | 2 | X | Foreign Large Value |
| GQRE | FlexShares Glbl Quality Real Estate ETF | Owns companies we recommend for divestment | 2 | 0 | 3 | 0 | X | Global Real Estate |
| FEUS | FlexShares ESG & Clmt US Lrg Cap Cr Idx | Owns companies we recommend for divestment | 2 | 8 | 17 | 6 | V | Large Blend |
| BRIF | FIS Bright Portfolios Focused Equity ETF | Owns companies we recommend for divestment | 2 | 1 | 5 | 1 | X | Large Blend |
| DVOL | FirstTrustDorseyWrightMomt&LwVolatil ETF | Owns companies we recommend for divestment | 2 | 5 | 3 | 3 | X | Large Blend |
| TEFQX | Firsthand Technology Opportunities | Owns companies we recommend for divestment | 2 | 0 | 4 | 2 | X | Technology |
| RBLD | First Trust Alerian US NextGen InfrasETF | Owns companies we recommend for divestment | 2 | 1 | 2 | 0 | X | Industrials |
| FESRX | First Eagle Small Cap Opportunity R6 | Owns companies we recommend for divestment | 2 | 1 | 3 | 3 | X | Small Value |
| FGSRX | Franklin Growth R | Owns companies we recommend for divestment | 2 | 5 | 10 | 8 | X | Large Growth |
| FFDKX | Fidelity K | Owns companies we recommend for divestment | 2 | 4 | 9 | 9 | X | Large Growth |
| FIWCX | Fidelity SAI International Value Index | Owns companies we recommend for divestment | 2 | 3 | 7 | 4 | X | Foreign Large Value |
| FSGJX | Fidelity SAI Global ex U.S. Low Vol Idx | Owns companies we recommend for divestment | 2 | 0 | 4 | 3 | X | Foreign Large Blend |
| FOSKX | Fidelity Overseas K | Owns companies we recommend for divestment | 2 | 1 | 5 | 4 | X | Foreign Large Growth |
| FOSFX | Fidelity Overseas | Owns companies we recommend for divestment | 2 | 1 | 5 | 4 | X | Foreign Large Growth |
| FENY | Fidelity MSCI Energy ETF | Owns companies we recommend for divestment | 2 | 0 | 3 | 0 | X | Equity Energy |
| FMKFX | Fidelity Magellan K6 | Owns companies we recommend for divestment | 2 | 6 | 8 | 5 | X | Large Growth |
| FMGKX | Fidelity Magellan K | Owns companies we recommend for divestment | 2 | 6 | 8 | 5 | X | Large Growth |
| FMAG | Fidelity Magellan ETF | Owns companies we recommend for divestment | 2 | 6 | 8 | 5 | X | Large Growth |
| FMAGX | Fidelity Magellan | Owns companies we recommend for divestment | 2 | 6 | 8 | 5 | X | Large Growth |
| FIVA | Fidelity International Value Factor ETF | Owns companies we recommend for divestment | 2 | 4 | 8 | 4 | X | Foreign Large Value |
| FIDEX | Fidelity SAI Sustainable U.S. Equity Fd | Owns companies we recommend for divestment | 2 | 4 | 9 | 8 | V | Large Blend |
| FIVLX | Fidelity International Value | Owns companies we recommend for divestment | 2 | 2 | 7 | 2 | X | Foreign Large Value |
| FIGFX | Fidelity International Growth | Owns companies we recommend for divestment | 2 | 0 | 2 | 2 | X | Foreign Large Growth |
| FDKFX | Fidelity International Discovery K6 | Owns companies we recommend for divestment | 2 | 0 | 7 | 1 | X | Foreign Large Growth |
| FIDKX | Fidelity International Discovery K | Owns companies we recommend for divestment | 2 | 0 | 7 | 1 | X | Foreign Large Growth |
| FIGRX | Fidelity International Discovery | Owns companies we recommend for divestment | 2 | 0 | 7 | 1 | X | Foreign Large Growth |
| FGDKX | Fidelity Growth Discovery K | Owns companies we recommend for divestment | 2 | 3 | 8 | 7 | X | Large Growth |
| FDSVX | Fidelity Growth Discovery | Owns companies we recommend for divestment | 2 | 3 | 8 | 7 | X | Large Growth |
| FFLV | Fidelity Fundamental Large Cap Value ETF | Owns companies we recommend for divestment | 2 | 4 | 9 | 4 | X | Large Value |
| FFLG | Fidelity Fundamental Large Cap Gr ETF | Owns companies we recommend for divestment | 2 | 7 | 9 | 6 | X | Large Growth |
| FSKLX | Fidelity SAI Intl Low Volatil Idx | Owns companies we recommend for divestment | 2 | 1 | 3 | 2 | X | Foreign Large Blend |
| FSENX | Fidelity Select Energy Portfolio | Owns companies we recommend for divestment | 2 | 0 | 3 | 0 | X | Equity Energy |
| FESCX | First Eagle Small Cap Opportunity I | Owns companies we recommend for divestment | 2 | 1 | 3 | 3 | X | Small Value |
| FWWFX | Fidelity Worldwide | Owns companies we recommend for divestment | 2 | 6 | 8 | 7 | X | Global Large-Stock Growth |
| FESAX | First Eagle Small Cap Opportunity A | Owns companies we recommend for divestment | 2 | 1 | 3 | 3 | X | Small Value |
| FEORX | First Eagle Overseas R6 | Owns companies we recommend for divestment | 2 | 1 | 1 | 0 | X | Foreign Large Blend |
| SGOIX | First Eagle Overseas I | Owns companies we recommend for divestment | 2 | 1 | 1 | 0 | X | Foreign Large Blend |
| FESOX | First Eagle Overseas C | Owns companies we recommend for divestment | 2 | 1 | 1 | 0 | X | Foreign Large Blend |
| SGOVX | First Eagle Overseas A | Owns companies we recommend for divestment | 2 | 1 | 1 | 0 | X | Foreign Large Blend |
| FEGRX | First Eagle Global R6 | Owns companies we recommend for divestment | 2 | 6 | 6 | 4 | X | Global Allocation |
| SGIIX | First Eagle Global I | Owns companies we recommend for divestment | 2 | 6 | 6 | 4 | X | Global Allocation |
| FESGX | First Eagle Global C | Owns companies we recommend for divestment | 2 | 6 | 6 | 4 | X | Global Allocation |
| SGENX | First Eagle Global A | Owns companies we recommend for divestment | 2 | 6 | 6 | 4 | X | Global Allocation |
| FDWM | Fidelity Women's Leadership ETF | Owns companies we recommend for divestment | 2 | 3 | 7 | 8 | V | Large Blend |
| FIGSX | Fidelity Series International Growth | Owns companies we recommend for divestment | 2 | 0 | 2 | 2 | X | Foreign Large Growth |
| FWOMX | Fidelity Women's Leadership | Owns companies we recommend for divestment | 2 | 4 | 8 | 9 | V | Large Blend |
| FSEBX | Fidelity Sustainable U.S. Equity Fund | Owns companies we recommend for divestment | 2 | 4 | 9 | 8 | V | Large Blend |
| FSST | Fidelity Sustainable U.S. Equity ETF | Owns companies we recommend for divestment | 2 | 4 | 8 | 7 | V | Large Blend |
| FSEWX | Fidelity Sustainable U.S. Eq Z | Owns companies we recommend for divestment | 2 | 4 | 9 | 8 | V | Large Blend |
| FCPVX | Fidelity Small Cap Value Fund | Owns companies we recommend for divestment | 2 | 3 | 1 | 4 | X | Small Value |
| FSCRX | Fidelity Small Cap Discovery | Owns companies we recommend for divestment | 2 | 2 | 3 | 1 | X | Small Blend |
| FJACX | Fidelity Series Small Cap Discovery | Owns companies we recommend for divestment | 2 | 2 | 3 | 1 | X | Small Blend |
| FSOSX | Fidelity Series Overseas | Owns companies we recommend for divestment | 2 | 1 | 5 | 4 | X | Foreign Large Growth |
| FINVX | Fidelity Series International Value | Owns companies we recommend for divestment | 2 | 2 | 7 | 2 | X | Foreign Large Value |
| FRGSX | Franklin Growth C | Owns companies we recommend for divestment | 2 | 5 | 10 | 8 | X | Large Growth |
| FIFRX | Franklin Growth R6 | Owns companies we recommend for divestment | 2 | 5 | 10 | 8 | X | Large Growth |
| FEGKX | Fidelity Equity Growth K6 | Owns companies we recommend for divestment | 2 | 3 | 8 | 7 | X | Large Growth |
| GSIHX | Goldman Sachs GQG Ptnrs Intl Opps A | Owns companies we recommend for divestment | 2 | 2 | 4 | 4 | X | Foreign Large Growth |
| GAGEX | Guinness Atkinson Global Energy | Owns companies we recommend for divestment | 2 | 0 | 3 | 0 | X | Equity Energy |
| GSCZX | GuideStone Funds Small Cap Equity Inv | Owns companies we recommend for divestment | 2 | 0 | 5 | 2 | X | Small Blend |
| GSCYX | GuideStone Funds Small Cap Equity Instl | Owns companies we recommend for divestment | 2 | 0 | 5 | 2 | X | Small Blend |
| GSIYX | Goldman Sachs GQG Ptnrs Intl Opps R6 | Owns companies we recommend for divestment | 2 | 2 | 4 | 4 | X | Foreign Large Growth |
| GSIQX | Goldman Sachs GQG Ptnrs Intl Opps R | Owns companies we recommend for divestment | 2 | 2 | 4 | 4 | X | Foreign Large Growth |
| GGIPX | Goldman Sachs GQG Ptnrs Intl Opps P | Owns companies we recommend for divestment | 2 | 2 | 4 | 4 | X | Foreign Large Growth |
| GSINX | Goldman Sachs GQG Ptnrs Intl Opps Inv | Owns companies we recommend for divestment | 2 | 2 | 4 | 4 | X | Foreign Large Growth |
| GSIMX | Goldman Sachs GQG Ptnrs Intl Opps Instl | Owns companies we recommend for divestment | 2 | 2 | 4 | 4 | X | Foreign Large Growth |
| GSILX | Goldman Sachs GQG Ptnrs Intl Opps C | Owns companies we recommend for divestment | 2 | 2 | 4 | 4 | X | Foreign Large Growth |
| YALL | God Bless America ETF | Owns companies we recommend for divestment | 2 | 3 | 2 | 1 | X | Large Blend |
| HACAX | Harbor Capital Appreciation Instl | Owns companies we recommend for divestment | 2 | 6 | 9 | 5 | X | Large Growth |
| QLTY | GMO U.S. Quality ETF | Owns companies we recommend for divestment | 2 | 5 | 6 | 7 | X | Large Blend |
| GMAWX | GMO Small Cap Quality III | Owns companies we recommend for divestment | 2 | 1 | 1 | 1 | X | Small Growth |
| GMAYX | GMO Small Cap Quality I | Owns companies we recommend for divestment | 2 | 1 | 1 | 1 | X | Small Growth |
| GSBGX | GMO Small Cap Quality Fund Class VI | Owns companies we recommend for divestment | 2 | 1 | 1 | 1 | X | Small Growth |
| GAAWX | GMO Intl Developed Equity Allc R6 | Owns companies we recommend for divestment | 2 | 2 | 13 | 5 | X | Foreign Large Value |
| GIOTX | GMO Intl Developed Equity Allc III | Owns companies we recommend for divestment | 2 | 2 | 13 | 5 | X | Foreign Large Value |
| GMOI | GMO International Value ETF | Owns companies we recommend for divestment | 2 | 2 | 11 | 3 | X | Foreign Large Value |
| GSXMX | GMO International Equity Allocation R6 | Owns companies we recommend for divestment | 2 | 2 | 14 | 5 | X | Foreign Large Value |
| GIEAX | GMO International Equity Allc III | Owns companies we recommend for divestment | 2 | 2 | 14 | 5 | X | Foreign Large Value |
| HRCAX | Harbor Capital Appreciation Admin | Owns companies we recommend for divestment | 2 | 6 | 9 | 5 | X | Large Growth |
| HCAIX | Harbor Capital Appreciation Inv | Owns companies we recommend for divestment | 2 | 6 | 9 | 5 | X | Large Growth |
| FLOW | Global X U.S. Cash Flow Kings 100 ETF | Owns companies we recommend for divestment | 2 | 1 | 4 | 1 | X | Mid-Cap Value |
| IHOVX | Hartford International Opportunities R6 | Owns companies we recommend for divestment | 2 | 1 | 3 | 2 | X | Foreign Large Blend |
| IHOAX | Hartford International Opportunities A | Owns companies we recommend for divestment | 2 | 1 | 3 | 2 | X | Foreign Large Blend |
| HIOCX | Hartford International Opportunities C | Owns companies we recommend for divestment | 2 | 1 | 3 | 2 | X | Foreign Large Blend |
| IHOFX | Hartford International Opportunities F | Owns companies we recommend for divestment | 2 | 1 | 3 | 2 | X | Foreign Large Blend |
| HBIOX | Hartford International Opp HLS IB | Owns companies we recommend for divestment | 2 | 1 | 3 | 2 | X | Foreign Large Blend |
| HIAOX | Hartford International Opp HLS IA | Owns companies we recommend for divestment | 2 | 1 | 3 | 2 | X | Foreign Large Blend |
| IHOIX | Hartford International Opportunities I | Owns companies we recommend for divestment | 2 | 1 | 3 | 2 | X | Foreign Large Blend |
| IHORX | Hartford International Opportunities R3 | Owns companies we recommend for divestment | 2 | 1 | 3 | 2 | X | Foreign Large Blend |
| IHOSX | Hartford International Opportunities R4 | Owns companies we recommend for divestment | 2 | 1 | 3 | 2 | X | Foreign Large Blend |
| IHOTX | Hartford International Opportunities R5 | Owns companies we recommend for divestment | 2 | 1 | 3 | 2 | X | Foreign Large Blend |
| HAIBX | Hartford Balanced HLS IB | Owns companies we recommend for divestment | 2 | 4 | 6 | 5 | X | Moderate Allocation |
| HNACX | Harbor Capital Appreciation Retirement | Owns companies we recommend for divestment | 2 | 6 | 9 | 5 | X | Large Growth |
| HAOYX | Hartford International Opportunities Y | Owns companies we recommend for divestment | 2 | 1 | 3 | 2 | X | Foreign Large Blend |
| BRSDX | MFS Blended Research Small Cap Eq A | Owns companies we recommend for divestment | 1 | 0 | 1 | 1 | X | Small Blend |
| HADAX | Hartford Balanced HLS IA | Owns companies we recommend for divestment | 2 | 4 | 6 | 5 | X | Moderate Allocation |
| HLGZX | Harding Loevner Global Equity Instl Z | Owns companies we recommend for divestment | 2 | 3 | 10 | 7 | X | Global Large-Stock Growth |
| HLMVX | Harding Loevner Global Equity Inst | Owns companies we recommend for divestment | 2 | 3 | 10 | 7 | X | Global Large-Stock Growth |
| HLMGX | Harding Loevner Global Equity Advisor | Owns companies we recommend for divestment | 2 | 3 | 10 | 7 | X | Global Large-Stock Growth |
| HMCRX | Harbor Mid Cap Retirement | Owns companies we recommend for divestment | 2 | 0 | 2 | 1 | X | Mid-Cap Blend |
| HMCNX | Harbor Mid Cap Investor | Owns companies we recommend for divestment | 2 | 0 | 2 | 1 | X | Mid-Cap Blend |
| HMCLX | Harbor Mid Cap Institutional | Owns companies we recommend for divestment | 2 | 0 | 2 | 1 | X | Mid-Cap Blend |
| PAVE | Global X US Infrastructure Dev ETF | Owns companies we recommend for divestment | 2 | 0 | 3 | 1 | X | Infrastructure |
| SNSR | Global X Internet of Things ETF | Owns companies we recommend for divestment | 2 | 0 | 4 | 0 | X | Technology |
| TESIX | Franklin Mutual Shares A | Owns companies we recommend for divestment | 2 | 3 | 3 | 2 | X | Aggressive Allocation |
| FNRAX | Franklin Natural Resources Adv | Owns companies we recommend for divestment | 2 | 0 | 3 | 0 | X | Natural Resources |
| FTVAX | FullerThaler Behav Md-Cp Val A | Owns companies we recommend for divestment | 2 | 2 | 0 | 4 | X | Mid-Cap Value |
| FTHMX | FullerThaler Behav Md-Cp Eq Inst | Owns companies we recommend for divestment | 2 | 2 | 3 | 2 | X | Mid-Cap Blend |
| LMBMX | Franklin U.S. Small Cap Equity IS | Owns companies we recommend for divestment | 2 | 1 | 3 | 1 | X | Small Blend |
| LMSIX | Franklin U.S. Small Cap Equity I | Owns companies we recommend for divestment | 2 | 1 | 3 | 1 | X | Small Blend |
| LGSCX | Franklin U.S. Small Cap Equity FI | Owns companies we recommend for divestment | 2 | 1 | 3 | 1 | X | Small Blend |
| LMBCX | Franklin U.S. Small Cap Equity C | Owns companies we recommend for divestment | 2 | 1 | 3 | 1 | X | Small Blend |
| LMBAX | Franklin U.S. Small Cap Equity A | Owns companies we recommend for divestment | 2 | 1 | 3 | 1 | X | Small Blend |
| FNCSX | Franklin Natural Resources R6 | Owns companies we recommend for divestment | 2 | 0 | 3 | 0 | X | Natural Resources |
| FNCRX | Franklin Natural Resources C | Owns companies we recommend for divestment | 2 | 0 | 3 | 0 | X | Natural Resources |
| FRNRX | Franklin Natural Resources A | Owns companies we recommend for divestment | 2 | 0 | 3 | 0 | X | Natural Resources |
| FTVSX | FullerThaler Behav Md-Cp Val Instl | Owns companies we recommend for divestment | 2 | 2 | 0 | 4 | X | Mid-Cap Value |
| FBSIX | Franklin Mutual U.S. Mid Cap Value R6 | Owns companies we recommend for divestment | 2 | 1 | 1 | 2 | X | Mid-Cap Value |
| FBSRX | Franklin Mutual U.S. Mid Cap Value R | Owns companies we recommend for divestment | 2 | 1 | 1 | 2 | X | Mid-Cap Value |
| FCBSX | Franklin Mutual U.S. Mid Cap Value C | Owns companies we recommend for divestment | 2 | 1 | 1 | 2 | X | Mid-Cap Value |
| FBSAX | Franklin Mutual U.S. Mid Cap Value Adv | Owns companies we recommend for divestment | 2 | 1 | 1 | 2 | X | Mid-Cap Value |
| FRBSX | Franklin Mutual U.S. Mid Cap Value A | Owns companies we recommend for divestment | 2 | 1 | 1 | 2 | X | Mid-Cap Value |
| MUTHX | Franklin Mutual Shares Z | Owns companies we recommend for divestment | 2 | 3 | 3 | 2 | X | Aggressive Allocation |
| FMSHX | Franklin Mutual Shares R6 | Owns companies we recommend for divestment | 2 | 3 | 3 | 2 | X | Aggressive Allocation |
| TESRX | Franklin Mutual Shares R | Owns companies we recommend for divestment | 2 | 3 | 3 | 2 | X | Aggressive Allocation |
| TEMTX | Franklin Mutual Shares C | Owns companies we recommend for divestment | 2 | 3 | 3 | 2 | X | Aggressive Allocation |
| FTVCX | FullerThaler Behav Md-Cp Val C | Owns companies we recommend for divestment | 2 | 2 | 0 | 4 | X | Mid-Cap Value |
| FTVNX | FullerThaler Behav Md-Cp Val Investor | Owns companies we recommend for divestment | 2 | 2 | 0 | 4 | X | Mid-Cap Value |
| IPAV | Global X Infrastructure Dev ex-U.S. ETF | Owns companies we recommend for divestment | 2 | 0 | 5 | 0 | X | Infrastructure |
| SRIDX | Gabelli SRI I | Owns companies we recommend for divestment | 2 | 4 | 14 | 4 | V | Global Large-Stock Blend |
| DAX | Global X DAX Germany ETF | Owns companies we recommend for divestment | 2 | 0 | 3 | 1 | X | Miscellaneous Region |
| GWILX | Glenmede Women in Leadership US Eq | Owns companies we recommend for divestment | 2 | 4 | 8 | 1 | V | Large Value |
| GTTMX | Glenmede Total Market Plus Eq Ptf | Owns companies we recommend for divestment | 2 | 4 | 6 | 5 | X | Mid-Cap Value |
| GTCEX | Glenmede Strategic Equity | Owns companies we recommend for divestment | 2 | 4 | 7 | 5 | X | Large Blend |
| GEQIX | Glenmede Equity Income | Owns companies we recommend for divestment | 2 | 1 | 3 | 2 | X | Large Value |
| RESGX | Glenmede Environmental Accountability | Owns companies we recommend for divestment | 2 | 3 | 8 | 5 | V | Large Value |
| GTLIX | Glenmede Disciplined US Eq Ptf InstlShrs | Owns companies we recommend for divestment | 2 | 6 | 8 | 5 | X | Large Value |
| GTLOX | Glenmede Disciplined US Eq Ptf | Owns companies we recommend for divestment | 2 | 6 | 8 | 5 | X | Large Value |
| GTCIX | Glenmede Disciplined International EqPtf | Owns companies we recommend for divestment | 2 | 1 | 4 | 2 | X | Foreign Large Value |
| SRICX | Gabelli SRI C | Owns companies we recommend for divestment | 2 | 4 | 14 | 4 | V | Global Large-Stock Blend |
| FTVZX | FullerThaler Behav Md-Cp Val R6 | Owns companies we recommend for divestment | 2 | 2 | 0 | 4 | X | Mid-Cap Value |
| SRIGX | Gabelli SRI AAA | Owns companies we recommend for divestment | 2 | 4 | 14 | 4 | V | Global Large-Stock Blend |
| SRIAX | Gabelli SRI A | Owns companies we recommend for divestment | 2 | 4 | 14 | 4 | V | Global Large-Stock Blend |
| GACIX | Gabelli Small Cap Growth I | Owns companies we recommend for divestment | 2 | 1 | 5 | 2 | X | Small Blend |
| GCCSX | Gabelli Small Cap Growth C | Owns companies we recommend for divestment | 2 | 1 | 5 | 2 | X | Small Blend |
| GABSX | Gabelli Small Cap Growth AAA | Owns companies we recommend for divestment | 2 | 1 | 5 | 2 | X | Small Blend |
| GCASX | Gabelli Small Cap Growth A | Owns companies we recommend for divestment | 2 | 1 | 5 | 2 | X | Small Blend |
| FTSFX | FullerThaler Behvrl Smll-Md Cor Eq R6 | Owns companies we recommend for divestment | 2 | 0 | 1 | 2 | X | Small Blend |
| FTWCX | FullerThaler Behvrl Smll-Md Cor Eq C | Owns companies we recommend for divestment | 2 | 0 | 1 | 2 | X | Small Blend |
| FTSIX | FullerThaler Behvrl S-M Cor Eq Instl | Owns companies we recommend for divestment | 2 | 0 | 1 | 2 | X | Small Blend |
| FTSAX | FullerThaler Behvrl S-M Cor Eq A | Owns companies we recommend for divestment | 2 | 0 | 1 | 2 | X | Small Blend |
| FIEUX | Fidelity Europe | Owns companies we recommend for divestment | 2 | 0 | 3 | 2 | X | Europe Stock |
| FETKX | Fidelity Equity Dividend Income K | Owns companies we recommend for divestment | 2 | 6 | 8 | 7 | X | Large Value |
| CLEYX | Columbia Select Large Cap Equity Inst3 | Owns companies we recommend for divestment | 2 | 5 | 9 | 5 | X | Large Blend |
| KTCCX | DWS Science and Technology C | Owns companies we recommend for divestment | 2 | 5 | 7 | 9 | X | Technology |
| EAASX | Eaton Vance Atlanta Capital SMID-Cap A | Owns companies we recommend for divestment | 2 | 1 | 0 | 4 | X | Mid-Cap Blend |
| BBLU | EA Bridgeway Blue Chip ETF | Owns companies we recommend for divestment | 2 | 7 | 12 | 5 | X | Large Blend |
| SSLCX | DWS Small Cap Core S | Owns companies we recommend for divestment | 2 | 2 | 0 | 2 | X | Small Blend |
| SZCRX | DWS Small Cap Core R6 | Owns companies we recommend for divestment | 2 | 2 | 0 | 2 | X | Small Blend |
| SZCIX | DWS Small Cap Core Inst | Owns companies we recommend for divestment | 2 | 2 | 0 | 2 | X | Small Blend |
| SZCCX | DWS Small Cap Core C | Owns companies we recommend for divestment | 2 | 2 | 0 | 2 | X | Small Blend |
| SZCAX | DWS Small Cap Core A | Owns companies we recommend for divestment | 2 | 2 | 0 | 2 | X | Small Blend |
| KTCSX | DWS Science and Technology S | Owns companies we recommend for divestment | 2 | 5 | 7 | 9 | X | Technology |
| KTCIX | DWS Science and Technology Inst | Owns companies we recommend for divestment | 2 | 5 | 7 | 9 | X | Technology |
| KTCAX | DWS Science and Technology A | Owns companies we recommend for divestment | 2 | 5 | 7 | 9 | X | Technology |
| EISMX | Eaton Vance Atlanta Capital SMID-Cap I | Owns companies we recommend for divestment | 2 | 1 | 0 | 4 | X | Mid-Cap Blend |
| SCOBX | DWS International Growth S | Owns companies we recommend for divestment | 2 | 3 | 2 | 5 | X | Foreign Large Growth |
| SGQIX | DWS International Growth Inst | Owns companies we recommend for divestment | 2 | 3 | 2 | 5 | X | Foreign Large Growth |
| SGQCX | DWS International Growth C | Owns companies we recommend for divestment | 2 | 3 | 2 | 5 | X | Foreign Large Growth |
| SGQAX | DWS International Growth A | Owns companies we recommend for divestment | 2 | 3 | 2 | 5 | X | Foreign Large Growth |
| DVSMX | Driehaus Small Cap Growth Investor | Owns companies we recommend for divestment | 2 | 1 | 1 | 2 | X | Small Growth |
| DNSMX | Driehaus Small Cap Growth Institutional | Owns companies we recommend for divestment | 2 | 1 | 1 | 2 | X | Small Growth |
| DRIOX | Driehaus International Small Cap Growth | Owns companies we recommend for divestment | 2 | 1 | 3 | 2 | X | Foreign Small/Mid Growth |
| DOXGX | Dodge & Cox Stock X | Owns companies we recommend for divestment | 2 | 4 | 9 | 6 | X | Large Value |
| DODGX | Dodge & Cox Stock I | Owns companies we recommend for divestment | 2 | 4 | 9 | 6 | X | Large Value |
| ECASX | Eaton Vance Atlanta Capital SMID-Cap C | Owns companies we recommend for divestment | 2 | 1 | 0 | 4 | X | Mid-Cap Blend |
| ERSMX | Eaton Vance Atlanta Capital SMID-Cap R | Owns companies we recommend for divestment | 2 | 1 | 0 | 4 | X | Mid-Cap Blend |
| DODBX | Dodge & Cox Balanced I | Owns companies we recommend for divestment | 2 | 4 | 9 | 6 | X | Moderate Allocation |
| ECSMX | Eaton Vance Small-Cap C | Owns companies we recommend for divestment | 2 | 1 | 2 | 1 | X | Small Growth |
| MXIGX | Empower International Growth Inv | Owns companies we recommend for divestment | 2 | 1 | 3 | 2 | X | Foreign Large Growth |
| MXHTX | Empower International Growth Instl | Owns companies we recommend for divestment | 2 | 1 | 3 | 2 | X | Foreign Large Growth |
| ESCQX | Embark Small Cap Equity Retirement | Owns companies we recommend for divestment | 2 | 3 | 2 | 4 | X | Small Blend |
| ESCWX | Embark Small Cap Equity Institutional | Owns companies we recommend for divestment | 2 | 3 | 2 | 4 | X | Small Blend |
| EIMGX | Eaton Vance Tx-Mgd Small-Cap I | Owns companies we recommend for divestment | 2 | 1 | 2 | 1 | X | Small Growth |
| ECMGX | Eaton Vance Tx-Mgd Small-Cap C | Owns companies we recommend for divestment | 2 | 1 | 2 | 1 | X | Small Growth |
| ETMGX | Eaton Vance Tx-Mgd Small-Cap A | Owns companies we recommend for divestment | 2 | 1 | 2 | 1 | X | Small Growth |
| ERSGX | Eaton Vance Small-Cap R | Owns companies we recommend for divestment | 2 | 1 | 2 | 1 | X | Small Growth |
| EISGX | Eaton Vance Small-Cap I | Owns companies we recommend for divestment | 2 | 1 | 2 | 1 | X | Small Growth |
| ETEGX | Eaton Vance Small-Cap A | Owns companies we recommend for divestment | 2 | 1 | 2 | 1 | X | Small Growth |
| ERASX | Eaton Vance Atlanta Capital SMID-Cap R6 | Owns companies we recommend for divestment | 2 | 1 | 0 | 4 | X | Mid-Cap Blend |
| ERLVX | Eaton Vance Large-Cap Value R6 | Owns companies we recommend for divestment | 2 | 4 | 4 | 2 | X | Large Value |
| ERSTX | Eaton Vance Large-Cap Value R | Owns companies we recommend for divestment | 2 | 4 | 4 | 2 | X | Large Value |
| EILVX | Eaton Vance Large-Cap Value I | Owns companies we recommend for divestment | 2 | 4 | 4 | 2 | X | Large Value |
| ECSTX | Eaton Vance Large-Cap Value C | Owns companies we recommend for divestment | 2 | 4 | 4 | 2 | X | Large Value |
| EHSTX | Eaton Vance Large-Cap Value A | Owns companies we recommend for divestment | 2 | 4 | 4 | 2 | X | Large Value |
| EDIRX | Eaton Vance Global Income Builder R | Owns companies we recommend for divestment | 2 | 5 | 6 | 6 | X | Global Allocation |
| EDIIX | Eaton Vance Global Income Builder I | Owns companies we recommend for divestment | 2 | 5 | 6 | 6 | X | Global Allocation |
| EDICX | Eaton Vance Global Income Builder C | Owns companies we recommend for divestment | 2 | 5 | 6 | 6 | X | Global Allocation |
| EDIAX | Eaton Vance Global Income Builder A | Owns companies we recommend for divestment | 2 | 5 | 6 | 6 | X | Global Allocation |
| DOXBX | Dodge & Cox Balanced X | Owns companies we recommend for divestment | 2 | 4 | 9 | 6 | X | Moderate Allocation |
| DSMC | Distillate Small/Mid Cash Flow ETF | Owns companies we recommend for divestment | 2 | 2 | 4 | 1 | X | Small Value |
| MXLGX | Empower Large Cap Growth Inv | Owns companies we recommend for divestment | 2 | 8 | 11 | 6 | X | Large Growth |
| CMIDX | Congress Mid Cap Growth Retail | Owns companies we recommend for divestment | 2 | 0 | 0 | 2 | X | Mid-Cap Growth |
| CRIMX | CRM Mid Cap Value Instl | Owns companies we recommend for divestment | 2 | 0 | 2 | 1 | X | Mid-Cap Blend |
| CDOFX | Crawford Small Cap Dividend | Owns companies we recommend for divestment | 2 | 1 | 3 | 1 | X | Small Blend |
| CDGIX | Crawford Large Cap Dividend I | Owns companies we recommend for divestment | 2 | 1 | 4 | 3 | X | Large Value |
| CDGCX | Crawford Large Cap Dividend C | Owns companies we recommend for divestment | 2 | 1 | 4 | 3 | X | Large Value |
| CPAI | Counterpoint Quantitative Equity ETF | Owns companies we recommend for divestment | 2 | 1 | 2 | 3 | X | Mid-Cap Blend |
| COPLX | Copley Fund | Owns companies we recommend for divestment | 2 | 4 | 7 | 3 | X | Large Value |
| CDIVX | Copeland Dividend Growth Fund Class I | Owns companies we recommend for divestment | 2 | 2 | 2 | 5 | X | Mid-Cap Blend |
| CDCRX | Copeland Dividend Growth Fund Class C | Owns companies we recommend for divestment | 2 | 2 | 2 | 5 | X | Mid-Cap Blend |
| CDGRX | Copeland Dividend Growth Fund Class A | Owns companies we recommend for divestment | 2 | 2 | 2 | 5 | X | Mid-Cap Blend |
| IMIDX | Congress Mid Cap Growth Institutional | Owns companies we recommend for divestment | 2 | 0 | 0 | 2 | X | Mid-Cap Growth |
| DLCIX | Dana Large Cap Equity Institutional | Owns companies we recommend for divestment | 2 | 6 | 9 | 5 | X | Large Blend |
| CFMVX | Commerce MidCap Value | Owns companies we recommend for divestment | 2 | 1 | 3 | 1 | X | Mid-Cap Value |
| CFGRX | Commerce Growth | Owns companies we recommend for divestment | 2 | 6 | 7 | 5 | X | Large Growth |
| CBSAX | Columbia Select Mid Cap Growth Fund A | Owns companies we recommend for divestment | 2 | 3 | 2 | 2 | X | Mid-Cap Growth |
| CLSDX | Columbia Select Mid Cap Gro S | Owns companies we recommend for divestment | 2 | 3 | 2 | 2 | X | Mid-Cap Growth |
| CMGYX | Columbia Select Mid Cap Gro Fd I3 | Owns companies we recommend for divestment | 2 | 3 | 2 | 2 | X | Mid-Cap Growth |
| CMGVX | Columbia Select Mid Cap Gro Fd I2 | Owns companies we recommend for divestment | 2 | 3 | 2 | 2 | X | Mid-Cap Growth |
| CLSPX | Columbia Select Mid Cap Gro Fd I | Owns companies we recommend for divestment | 2 | 3 | 2 | 2 | X | Mid-Cap Growth |
| CMCCX | Columbia Select Mid Cap Gro Fd C | Owns companies we recommend for divestment | 2 | 3 | 2 | 2 | X | Mid-Cap Growth |
| NSEAX | Columbia Select Large Cap Equity S | Owns companies we recommend for divestment | 2 | 5 | 9 | 5 | X | Large Blend |
| CRMMX | CRM Mid Cap Value Inv | Owns companies we recommend for divestment | 2 | 0 | 2 | 1 | X | Mid-Cap Blend |
| DLCEX | Dana Large Cap Equity Investor | Owns companies we recommend for divestment | 2 | 6 | 9 | 5 | X | Large Blend |
| DFEV | Dimensional Emerging Markets Value ETF | Owns companies we recommend for divestment | 2 | 0 | 14 | 0 | X | Diversified Emerging Mkts |
| DAADX | DFA Emerging Mkts ex China Cr Eq Instl | Owns companies we recommend for divestment | 2 | 0 | 12 | 0 | X | Diversified Emerging Mkts |
| DFEM | Dimensional Emerging Markets Cr Eq 2 ETF | Owns companies we recommend for divestment | 2 | 0 | 15 | 0 | X | Diversified Emerging Mkts |
| DFAE | Dimensional Emerging Core Equity Mkt ETF | Owns companies we recommend for divestment | 2 | 0 | 15 | 0 | X | Diversified Emerging Mkts |
| DHPYX | Diamond Hill Mid Cap Y | Owns companies we recommend for divestment | 2 | 0 | 1 | 2 | X | Mid-Cap Value |
| DHPAX | Diamond Hill Mid Cap Inv | Owns companies we recommend for divestment | 2 | 0 | 1 | 2 | X | Mid-Cap Value |
| DHPIX | Diamond Hill Mid Cap I | Owns companies we recommend for divestment | 2 | 0 | 1 | 2 | X | Mid-Cap Value |
| DHLYX | Diamond Hill Large Cap Y | Owns companies we recommend for divestment | 2 | 4 | 4 | 5 | X | Large Value |
| DHLAX | Diamond Hill Large Cap Inv | Owns companies we recommend for divestment | 2 | 4 | 4 | 5 | X | Large Value |
| DHLRX | Diamond Hill Large Cap I | Owns companies we recommend for divestment | 2 | 4 | 4 | 5 | X | Large Value |
| DFUKX | DFA United Kingdom Small Company I | Owns companies we recommend for divestment | 2 | 2 | 0 | 0 | X | Miscellaneous Region |
| DFEVX | DFA Emerging Markets Value I | Owns companies we recommend for divestment | 2 | 0 | 14 | 0 | X | Diversified Emerging Mkts |
| DBUYX | Davenport Insider Buying | Owns companies we recommend for divestment | 2 | 0 | 0 | 3 | X | Large Blend |
| DEMGX | DFA Emerging Markets Trgt Val Instl | Owns companies we recommend for divestment | 2 | 0 | 11 | 0 | X | Diversified Emerging Mkts |
| DFESX | DFA Emerging Markets Social Core Port | Owns companies we recommend for divestment | 2 | 0 | 15 | 0 | X | Diversified Emerging Mkts |
| DFETX | DFA Emerging Markets II | Owns companies we recommend for divestment | 2 | 0 | 13 | 0 | X | Diversified Emerging Mkts |
| DFEMX | DFA Emerging Markets I | Owns companies we recommend for divestment | 2 | 0 | 13 | 0 | X | Diversified Emerging Mkts |
| DFCEX | DFA Emerging Markets Core Equity I | Owns companies we recommend for divestment | 2 | 0 | 16 | 0 | X | Diversified Emerging Mkts |
| DMCY | Democracy International | Owns companies we recommend for divestment | 2 | 2 | 7 | 4 | X | Foreign Large Blend |
| DALCX | Dean Mid Cap Value | Owns companies we recommend for divestment | 2 | 1 | 1 | 2 | X | Mid-Cap Value |
| DAEIX | Dean Equity Income | Owns companies we recommend for divestment | 2 | 0 | 3 | 1 | X | Large Value |
| DVIPX | Davenport Value & Income | Owns companies we recommend for divestment | 2 | 5 | 2 | 1 | X | Large Value |
| MXGSX | Empower Large Cap Growth Instl | Owns companies we recommend for divestment | 2 | 8 | 11 | 6 | X | Large Growth |
| MXMSX | Empower Small Cap Growth Instl | Owns companies we recommend for divestment | 2 | 1 | 2 | 3 | X | Small Growth |
| FEQTX | Fidelity Equity Dividend Income | Owns companies we recommend for divestment | 2 | 6 | 8 | 7 | X | Large Value |
| FMAJX | Fidelity Advisor Magellan M | Owns companies we recommend for divestment | 2 | 6 | 8 | 5 | X | Large Growth |
| FAOIX | Fidelity Advisor Overseas I | Owns companies we recommend for divestment | 2 | 1 | 5 | 4 | X | Foreign Large Growth |
| FAOCX | Fidelity Advisor Overseas C | Owns companies we recommend for divestment | 2 | 1 | 5 | 4 | X | Foreign Large Growth |
| FAOAX | Fidelity Advisor Overseas A | Owns companies we recommend for divestment | 2 | 1 | 5 | 4 | X | Foreign Large Growth |
| FZAMX | Fidelity Advisor Mid Cap II Z | Owns companies we recommend for divestment | 2 | 3 | 3 | 5 | X | Mid-Cap Blend |
| FITIX | Fidelity Advisor Mid Cap II M | Owns companies we recommend for divestment | 2 | 3 | 3 | 5 | X | Mid-Cap Blend |
| FIIMX | Fidelity Advisor Mid Cap II I | Owns companies we recommend for divestment | 2 | 3 | 3 | 5 | X | Mid-Cap Blend |
| FIICX | Fidelity Advisor Mid Cap II C | Owns companies we recommend for divestment | 2 | 3 | 3 | 5 | X | Mid-Cap Blend |
| FIIAX | Fidelity Advisor Mid Cap II A | Owns companies we recommend for divestment | 2 | 3 | 3 | 5 | X | Mid-Cap Blend |
| FMASX | Fidelity Advisor Magellan Z | Owns companies we recommend for divestment | 2 | 6 | 8 | 5 | X | Large Growth |
| FMAOX | Fidelity Advisor Magellan I | Owns companies we recommend for divestment | 2 | 6 | 8 | 5 | X | Large Growth |
| FAOSX | Fidelity Advisor Overseas Z | Owns companies we recommend for divestment | 2 | 1 | 5 | 4 | X | Foreign Large Growth |
| FMANX | Fidelity Advisor Magellan C | Owns companies we recommend for divestment | 2 | 6 | 8 | 5 | X | Large Growth |
| FMAEX | Fidelity Advisor Magellan A | Owns companies we recommend for divestment | 2 | 6 | 8 | 5 | X | Large Growth |
| FIQKX | Fidelity Advisor International Value Z | Owns companies we recommend for divestment | 2 | 2 | 7 | 2 | X | Foreign Large Value |
| FIVPX | Fidelity Advisor International Value M | Owns companies we recommend for divestment | 2 | 2 | 7 | 2 | X | Foreign Large Value |
| FIVQX | Fidelity Advisor International Value I | Owns companies we recommend for divestment | 2 | 2 | 7 | 2 | X | Foreign Large Value |
| FIVOX | Fidelity Advisor International Value C | Owns companies we recommend for divestment | 2 | 2 | 7 | 2 | X | Foreign Large Value |
| FIVMX | Fidelity Advisor International Value A | Owns companies we recommend for divestment | 2 | 2 | 7 | 2 | X | Foreign Large Value |
| FZAJX | Fidelity Advisor International Growth Z | Owns companies we recommend for divestment | 2 | 0 | 2 | 2 | X | Foreign Large Growth |
| FITGX | Fidelity Advisor International Growth M | Owns companies we recommend for divestment | 2 | 0 | 2 | 2 | X | Foreign Large Growth |
| FAERX | Fidelity Advisor Overseas M | Owns companies we recommend for divestment | 2 | 1 | 5 | 4 | X | Foreign Large Growth |
| FMFMX | Fidelity Advisor Series Equity Gr | Owns companies we recommend for divestment | 2 | 3 | 8 | 7 | X | Large Growth |
| FIGCX | Fidelity Advisor International Growth C | Owns companies we recommend for divestment | 2 | 0 | 2 | 2 | X | Foreign Large Growth |
| FWMNX | Fidelity Advisor Women's Leadership I | Owns companies we recommend for divestment | 2 | 4 | 8 | 9 | V | Large Blend |
| FCAKX | Fidelity Capital Appreciation K | Owns companies we recommend for divestment | 2 | 4 | 10 | 8 | X | Large Growth |
| FDCAX | Fidelity Capital Appreciation | Owns companies we recommend for divestment | 2 | 4 | 10 | 8 | X | Large Growth |
| FIQOX | Fidelity Advisor Worldwide Z | Owns companies we recommend for divestment | 2 | 6 | 8 | 7 | X | Global Large-Stock Growth |
| FWTFX | Fidelity Advisor Worldwide M | Owns companies we recommend for divestment | 2 | 6 | 8 | 7 | X | Global Large-Stock Growth |
| FWIFX | Fidelity Advisor Worldwide I | Owns companies we recommend for divestment | 2 | 6 | 8 | 7 | X | Global Large-Stock Growth |
| FWCFX | Fidelity Advisor Worldwide C | Owns companies we recommend for divestment | 2 | 6 | 8 | 7 | X | Global Large-Stock Growth |
| FWAFX | Fidelity Advisor Worldwide A | Owns companies we recommend for divestment | 2 | 6 | 8 | 7 | X | Global Large-Stock Growth |
| FWOZX | Fidelity Advisor Women's Leadership Z | Owns companies we recommend for divestment | 2 | 4 | 8 | 9 | V | Large Blend |
| FWOEX | Fidelity Advisor Women's Leadership M | Owns companies we recommend for divestment | 2 | 4 | 8 | 9 | V | Large Blend |
| FWOCX | Fidelity Advisor Women's Leadership C | Owns companies we recommend for divestment | 2 | 4 | 8 | 9 | V | Large Blend |
| FCVAX | Fidelity Advisor Small Cap Value A | Owns companies we recommend for divestment | 2 | 3 | 1 | 4 | X | Small Value |
| FWOAX | Fidelity Advisor Women's Leadership A | Owns companies we recommend for divestment | 2 | 4 | 8 | 9 | V | Large Blend |
| FSEPX | Fidelity Advisor Sustainable U.S. Eq M | Owns companies we recommend for divestment | 2 | 4 | 9 | 8 | V | Large Blend |
| FSEQX | Fidelity Advisor Sustainable U.S. Eq I | Owns companies we recommend for divestment | 2 | 4 | 9 | 8 | V | Large Blend |
| FSEOX | Fidelity Advisor Sustainable U.S. Eq C | Owns companies we recommend for divestment | 2 | 4 | 9 | 8 | V | Large Blend |
| FSEKX | Fidelity Advisor Sustainable U.S. Eq A | Owns companies we recommend for divestment | 2 | 4 | 9 | 8 | V | Large Blend |
| FIKNX | Fidelity Advisor Small Cap Value Z | Owns companies we recommend for divestment | 2 | 3 | 1 | 4 | X | Small Value |
| FCVTX | Fidelity Advisor Small Cap Value M | Owns companies we recommend for divestment | 2 | 3 | 1 | 4 | X | Small Value |
| FCVIX | Fidelity Advisor Small Cap Value I | Owns companies we recommend for divestment | 2 | 3 | 1 | 4 | X | Small Value |
| FCVCX | Fidelity Advisor Small Cap Value C | Owns companies we recommend for divestment | 2 | 3 | 1 | 4 | X | Small Value |
| FIIIX | Fidelity Advisor International Growth I | Owns companies we recommend for divestment | 2 | 0 | 2 | 2 | X | Foreign Large Growth |
| FIAGX | Fidelity Advisor International Growth A | Owns companies we recommend for divestment | 2 | 0 | 2 | 2 | X | Foreign Large Growth |
| MXMTX | Empower Small Cap Growth Investor | Owns companies we recommend for divestment | 2 | 1 | 2 | 3 | X | Small Growth |
| KLCKX | Federated Hermes Kaufmann Large Cap R | Owns companies we recommend for divestment | 2 | 5 | 7 | 5 | X | Large Growth |
| FDV | Federated Hermes US Strategic Dvd ETF | Owns companies we recommend for divestment | 2 | 1 | 5 | 0 | X | Large Value |
| FHUMX | Federated Hermes US SMID Institutional | Owns companies we recommend for divestment | 2 | 1 | 1 | 2 | X | Mid-Cap Blend |
| FLCG | Federated Hermes MDT Large Cap Gr ETF | Owns companies we recommend for divestment | 2 | 6 | 8 | 5 | X | Large Growth |
| FKALX | Federated Hermes Kaufmann Small Cap R6 | Owns companies we recommend for divestment | 2 | 2 | 1 | 2 | X | Small Growth |
| FKKSX | Federated Hermes Kaufmann Small Cap R | Owns companies we recommend for divestment | 2 | 2 | 1 | 2 | X | Small Growth |
| FKAIX | Federated Hermes Kaufmann Small Cap IS | Owns companies we recommend for divestment | 2 | 2 | 1 | 2 | X | Small Growth |
| FKCSX | Federated Hermes Kaufmann Small Cap C | Owns companies we recommend for divestment | 2 | 2 | 1 | 2 | X | Small Growth |
| FKASX | Federated Hermes Kaufmann Small Cap A | Owns companies we recommend for divestment | 2 | 2 | 1 | 2 | X | Small Growth |
| KLCSX | Federated Hermes Kaufmann Large Cap R6 | Owns companies we recommend for divestment | 2 | 5 | 7 | 5 | X | Large Growth |
| KLCIX | Federated Hermes Kaufmann Large Cap IS | Owns companies we recommend for divestment | 2 | 5 | 7 | 5 | X | Large Growth |
| FANAX | Fidelity Advisor Energy A | Owns companies we recommend for divestment | 2 | 0 | 3 | 0 | X | Equity Energy |
| KLCCX | Federated Hermes Kaufmann Large Cap C | Owns companies we recommend for divestment | 2 | 5 | 7 | 5 | X | Large Growth |
| KLCAX | Federated Hermes Kaufmann Large Cap A | Owns companies we recommend for divestment | 2 | 5 | 7 | 5 | X | Large Growth |
| FGRSX | Federated Hermes Intl Leaders R6 | Owns companies we recommend for divestment | 2 | 2 | 5 | 5 | X | Foreign Large Blend |
| FGFRX | Federated Hermes Intl Leaders R | Owns companies we recommend for divestment | 2 | 2 | 5 | 5 | X | Foreign Large Blend |
| FGFLX | Federated Hermes Intl Leaders IS | Owns companies we recommend for divestment | 2 | 2 | 5 | 5 | X | Foreign Large Blend |
| FGFCX | Federated Hermes International Leaders C | Owns companies we recommend for divestment | 2 | 2 | 5 | 5 | X | Foreign Large Blend |
| FGFAX | Federated Hermes International Leaders A | Owns companies we recommend for divestment | 2 | 2 | 5 | 5 | X | Foreign Large Blend |
| EUSM | Eventide US Market ETF | Owns companies we recommend for divestment | 2 | 5 | 6 | 5 | X | Large Blend |
| ENTIX | ERShares Global Entrepreneurs™ Instl | Owns companies we recommend for divestment | 2 | 2 | 7 | 4 | X | Global Large-Stock Growth |
| FFIDX | Fidelity | Owns companies we recommend for divestment | 2 | 4 | 9 | 9 | X | Large Growth |
| FNRCX | Fidelity Advisor Energy C | Owns companies we recommend for divestment | 2 | 0 | 3 | 0 | X | Equity Energy |
| FZAIX | Fidelity Advisor International Discv Z | Owns companies we recommend for divestment | 2 | 0 | 7 | 1 | X | Foreign Large Growth |
| FZAGX | Fidelity Advisor Equity Income Z | Owns companies we recommend for divestment | 2 | 6 | 8 | 7 | X | Large Value |
| FTADX | Fidelity Advisor International Discv M | Owns companies we recommend for divestment | 2 | 0 | 7 | 1 | X | Foreign Large Growth |
| FIADX | Fidelity Advisor International Discv I | Owns companies we recommend for divestment | 2 | 0 | 7 | 1 | X | Foreign Large Growth |
| FCADX | Fidelity Advisor International Discv C | Owns companies we recommend for divestment | 2 | 0 | 7 | 1 | X | Foreign Large Growth |
| FAIDX | Fidelity Advisor International Discv A | Owns companies we recommend for divestment | 2 | 0 | 7 | 1 | X | Foreign Large Growth |
| FIQHX | Fidelity Advisor Europe Z | Owns companies we recommend for divestment | 2 | 0 | 3 | 2 | X | Europe Stock |
| FHJVX | Fidelity Advisor Europe M | Owns companies we recommend for divestment | 2 | 0 | 3 | 2 | X | Europe Stock |
| FHJMX | Fidelity Advisor Europe I | Owns companies we recommend for divestment | 2 | 0 | 3 | 2 | X | Europe Stock |
| FHJTX | Fidelity Advisor Europe C | Owns companies we recommend for divestment | 2 | 0 | 3 | 2 | X | Europe Stock |
| FHJUX | Fidelity Advisor Europe A | Owns companies we recommend for divestment | 2 | 0 | 3 | 2 | X | Europe Stock |
| FEIRX | Fidelity Advisor Equity Income M | Owns companies we recommend for divestment | 2 | 6 | 8 | 7 | X | Large Value |
| FANIX | Fidelity Advisor Energy I | Owns companies we recommend for divestment | 2 | 0 | 3 | 0 | X | Equity Energy |
| EQPIX | Fidelity Advisor Equity Income I | Owns companies we recommend for divestment | 2 | 6 | 8 | 7 | X | Large Value |
| FEICX | Fidelity Advisor Equity Income C | Owns companies we recommend for divestment | 2 | 6 | 8 | 7 | X | Large Value |
| FEIAX | Fidelity Advisor Equity Income A | Owns companies we recommend for divestment | 2 | 6 | 8 | 7 | X | Large Value |
| FZAFX | Fidelity Advisor Equity Growth Z | Owns companies we recommend for divestment | 2 | 3 | 8 | 7 | X | Large Growth |
| FAEGX | Fidelity Advisor Equity Growth M | Owns companies we recommend for divestment | 2 | 3 | 8 | 7 | X | Large Growth |
| EQPGX | Fidelity Advisor Equity Growth I | Owns companies we recommend for divestment | 2 | 3 | 8 | 7 | X | Large Growth |
| EPGCX | Fidelity Advisor Equity Growth C | Owns companies we recommend for divestment | 2 | 3 | 8 | 7 | X | Large Growth |
| EPGAX | Fidelity Advisor Equity Growth A | Owns companies we recommend for divestment | 2 | 3 | 8 | 7 | X | Large Growth |
| FIKAX | Fidelity Advisor Energy Z | Owns companies we recommend for divestment | 2 | 0 | 3 | 0 | X | Equity Energy |
| FAGNX | Fidelity Advisor Energy M | Owns companies we recommend for divestment | 2 | 0 | 3 | 0 | X | Equity Energy |
| WCMFX | WCM SMID Quality Val Fd Institutional | Owns companies we recommend for divestment | 1 | 0 | 1 | 1 | X | Small Blend |
| DBALX | Davenport Balanced Income | Owns companies we recommend for divestment | 2 | 5 | 2 | 1 | X | Moderate Allocation |
| WCMOX | WCM Focused International Opps Ins | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Foreign Small/Mid Blend |
| PCIEX | PACE International Equity P | Owns companies we recommend for divestment | 1 | 0 | 3 | 1 | X | Foreign Large Blend |
| COWG | Pacer US Large Cp CA Cows Gr Ldrs ETF | Owns companies we recommend for divestment | 1 | 2 | 6 | 3 | X | Mid-Cap Growth |
| PATN | Pacer Nasdaq International Ptnt Ldrs ETF | Owns companies we recommend for divestment | 1 | 0 | 6 | 4 | X | Foreign Large Blend |
| QQQG | Pacer Nasdaq 100 Top 50 Csh CwsGrLdrsETF | Owns companies we recommend for divestment | 1 | 2 | 8 | 3 | X | Large Growth |
| GCOW | Pacer Global Cash Cows Dividend ETF | Owns companies we recommend for divestment | 1 | 1 | 3 | 2 | X | Global Large-Stock Value |
| TRFK | Pacer Data and Digital Revolution ETF | Owns companies we recommend for divestment | 1 | 1 | 5 | 1 | X | Technology |
| PCSVX | PACE Small/Medium Co Value Equity P | Owns companies we recommend for divestment | 1 | 1 | 4 | 3 | X | Small Value |
| PEVAX | PACE Small/Medium Co Value Equity A | Owns companies we recommend for divestment | 1 | 1 | 4 | 3 | X | Small Value |
| PCLCX | PACE Large Co Growth Equity P | Owns companies we recommend for divestment | 1 | 7 | 11 | 6 | X | Large Growth |
| PLAAX | PACE Large Co Growth Equity A | Owns companies we recommend for divestment | 1 | 7 | 11 | 6 | X | Large Growth |
| PWITX | PACE International Equity Invmt P2 | Owns companies we recommend for divestment | 1 | 0 | 3 | 1 | X | Foreign Large Blend |
| PFPWX | Parnassus Value Equity Institutional | Owns companies we recommend for divestment | 1 | 4 | 5 | 3 | V | Large Value |
| PWGAX | PACE International Equity A | Owns companies we recommend for divestment | 1 | 0 | 3 | 1 | X | Foreign Large Blend |
| OSCBX | Overseas SMA Completion | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Foreign Small/Mid Value |
| OSTGX | Osterweis Opportunity Fund | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Small Growth |
| OISGX | Optimum Small-Mid Cap Growth Instl | Owns companies we recommend for divestment | 1 | 1 | 1 | 2 | X | Small Growth |
| OCSGX | Optimum Small-Mid Cap Growth C | Owns companies we recommend for divestment | 1 | 1 | 1 | 2 | X | Small Growth |
| OASGX | Optimum Small-Mid Cap Growth A | Owns companies we recommend for divestment | 1 | 1 | 1 | 2 | X | Small Growth |
| DIVZ | Opal Dividend Income ETF | Owns companies we recommend for divestment | 1 | 0 | 2 | 1 | X | Large Value |
| OASC | OneAscent Small Cap Core ETF | Owns companies we recommend for divestment | 1 | 2 | 3 | 2 | X | Small Blend |
| OAIM | OneAscent International Equity ETF | Owns companies we recommend for divestment | 1 | 0 | 5 | 0 | X | Foreign Large Blend |
| PVFAX | Paradigm Value | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Small Blend |
| PARWX | Parnassus Value Equity Investor | Owns companies we recommend for divestment | 1 | 4 | 5 | 3 | V | Large Value |
| OFSCX | Olstein Strategic Opportunities C | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Small Value |
| PAIOX | PGIM Jennison Intl Sm-Md Cap Opps R6 | Owns companies we recommend for divestment | 1 | 2 | 1 | 1 | X | Foreign Small/Mid Growth |
| TSVAX | PGIM Quant Solutions Small-Cap Val A | Owns companies we recommend for divestment | 1 | 2 | 2 | 2 | X | Small Value |
| PEGZX | PGIM Jennison Mid-Cap Growth Z | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Mid-Cap Growth |
| PJGQX | PGIM Jennison Mid-Cap Growth R6 | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Mid-Cap Growth |
| PEGGX | PGIM Jennison Mid-Cap Growth R4 | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Mid-Cap Growth |
| PEGEX | PGIM Jennison Mid-Cap Growth R2 | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Mid-Cap Growth |
| JDERX | PGIM Jennison Mid-Cap Growth R | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Mid-Cap Growth |
| PEGCX | PGIM Jennison Mid-Cap Growth C | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Mid-Cap Growth |
| PEEAX | PGIM Jennison Mid-Cap Growth A | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Mid-Cap Growth |
| PAINX | PGIM Jennison Intl Sm-Md Cap Opps Z | Owns companies we recommend for divestment | 1 | 2 | 1 | 1 | X | Foreign Small/Mid Growth |
| PAILX | PGIM Jennison Intl Sm-Md Cap Opps C | Owns companies we recommend for divestment | 1 | 2 | 1 | 1 | X | Foreign Small/Mid Growth |
| PRVS | Parnassus Value Select ETF | Owns companies we recommend for divestment | 1 | 4 | 4 | 3 | X | Large Value |
| PAHWX | PGIM Jennison Intl Sm-Md Cap Opps A | Owns companies we recommend for divestment | 1 | 2 | 1 | 1 | X | Foreign Small/Mid Growth |
| SPFZX | PGIM Jennison Focused Growth Z | Owns companies we recommend for divestment | 1 | 5 | 8 | 4 | X | Large Growth |
| PSGQX | PGIM Jennison Focused Growth R6 | Owns companies we recommend for divestment | 1 | 5 | 8 | 4 | X | Large Growth |
| PJFG | PGIM Jennison Focused Growth ETF | Owns companies we recommend for divestment | 1 | 4 | 7 | 3 | X | Large Growth |
| SPFCX | PGIM Jennison Focused Growth C | Owns companies we recommend for divestment | 1 | 5 | 8 | 4 | X | Large Growth |
| SPFAX | PGIM Jennison Focused Growth A | Owns companies we recommend for divestment | 1 | 5 | 8 | 4 | X | Large Growth |
| QBNRX | Pear Tree Polaris Small Cap R6 | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Small Value |
| USBNX | Pear Tree Polaris Small Cap Ord | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Small Value |
| QBNAX | Pear Tree Polaris Small Cap Instl | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Small Value |
| ONERX | One Rock | Owns companies we recommend for divestment | 1 | 2 | 6 | 3 | X | Mid-Cap Growth |
| OFSFX | Olstein Strategic Opportunities Adviser | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Small Value |
| TSVRX | PGIM Quant Solutions Small-Cap Val R | Owns companies we recommend for divestment | 1 | 2 | 2 | 2 | X | Small Value |
| FMEFX | Nuveen Small/Mid Cap Growth Opp R6 | Owns companies we recommend for divestment | 1 | 2 | 1 | 3 | X | Mid-Cap Growth |
| CLNR | NYLI Cleaner Transport ETF | Owns companies we recommend for divestment | 1 | 1 | 9 | 2 | V | Industrials |
| NWCFX | Nuveen Winslow Large-Cap Growth ESG R6 | Owns companies we recommend for divestment | 1 | 4 | 8 | 5 | V | Large Growth |
| NVLIX | Nuveen Winslow Large-Cap Growth ESG I | Owns companies we recommend for divestment | 1 | 4 | 8 | 5 | V | Large Growth |
| NWCCX | Nuveen Winslow Large-Cap Growth ESG C | Owns companies we recommend for divestment | 1 | 4 | 8 | 5 | V | Large Growth |
| NWCAX | Nuveen Winslow Large-Cap Growth ESG A | Owns companies we recommend for divestment | 1 | 4 | 8 | 5 | V | Large Growth |
| NSMRX | Nuveen Small/Mid-Cap Value I | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Small Blend |
| NSMCX | Nuveen Small/Mid-Cap Value C | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Small Blend |
| NSMAX | Nuveen Small/Mid-Cap Value A | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Small Blend |
| NWQFX | Nuveen Small/Mid Cap Value R6 | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Small Blend |
| FISGX | Nuveen Small/Mid Cap Growth Opp I | Owns companies we recommend for divestment | 1 | 2 | 1 | 3 | X | Mid-Cap Growth |
| ICEVX | NYLI Epoch International Choice Class A | Owns companies we recommend for divestment | 1 | 0 | 1 | 2 | X | Foreign Large Blend |
| FRSLX | Nuveen Small/Mid Cap Growth Opp A | Owns companies we recommend for divestment | 1 | 2 | 1 | 3 | X | Mid-Cap Growth |
| FSCWX | Nuveen Small Cap Value R6 | Owns companies we recommend for divestment | 1 | 2 | 2 | 1 | X | Small Value |
| FSCCX | Nuveen Small Cap Value I | Owns companies we recommend for divestment | 1 | 2 | 2 | 1 | X | Small Value |
| FSCVX | Nuveen Small Cap Value C | Owns companies we recommend for divestment | 1 | 2 | 2 | 1 | X | Small Value |
| FSCAX | Nuveen Small Cap Value A | Owns companies we recommend for divestment | 1 | 2 | 2 | 1 | X | Small Value |
| ASEFX | Nuveen Small Cap Select R6 | Owns companies we recommend for divestment | 1 | 1 | 1 | 1 | X | Small Blend |
| ARSTX | Nuveen Small Cap Select I | Owns companies we recommend for divestment | 1 | 1 | 1 | 1 | X | Small Blend |
| NSCS | Nuveen Small Cap Select ETF | Owns companies we recommend for divestment | 1 | 1 | 1 | 1 | X | Small Blend |
| EMGRX | Nuveen Small Cap Select A | Owns companies we recommend for divestment | 1 | 1 | 1 | 1 | X | Small Blend |
| ICERX | NYLI Epoch International Chc SIMPLE Cl | Owns companies we recommend for divestment | 1 | 0 | 1 | 2 | X | Foreign Large Blend |
| ICEWX | NYLI Epoch International Choice Class C | Owns companies we recommend for divestment | 1 | 0 | 1 | 2 | X | Foreign Large Blend |
| OFSAX | Olstein Strategic Opportunities A | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Small Value |
| OAKEX | Oakmark International Small Cap Investor | Owns companies we recommend for divestment | 1 | 1 | 0 | 0 | X | Foreign Small/Mid Value |
| OBSIX | Oberweis Small-Cap Opportunities Instl | Owns companies we recommend for divestment | 1 | 0 | 2 | 2 | X | Small Growth |
| OBSOX | Oberweis Small-Cap Opportunities | Owns companies we recommend for divestment | 1 | 0 | 2 | 2 | X | Small Growth |
| OBMCX | Oberweis Micro-Cap | Owns companies we recommend for divestment | 1 | 1 | 1 | 1 | X | Small Growth |
| OMCIX | Oberweis Micro Cap Institutional | Owns companies we recommend for divestment | 1 | 1 | 1 | 1 | X | Small Growth |
| OBEGX | Oberweis Global Opportunities Investor | Owns companies we recommend for divestment | 1 | 1 | 1 | 2 | X | Global Small/Mid Stock |
| OBGIX | Oberweis Global Opportunities Instl | Owns companies we recommend for divestment | 1 | 1 | 1 | 2 | X | Global Small/Mid Stock |
| OAZMX | Oakmark R6 | Owns companies we recommend for divestment | 1 | 4 | 3 | 4 | X | Large Value |
| OAKMX | Oakmark Investor | Owns companies we recommend for divestment | 1 | 4 | 3 | 4 | X | Large Value |
| OAZEX | Oakmark International Small Cap R6 | Owns companies we recommend for divestment | 1 | 1 | 0 | 0 | X | Foreign Small/Mid Value |
| OANEX | Oakmark International Small Cap Instl | Owns companies we recommend for divestment | 1 | 1 | 0 | 0 | X | Foreign Small/Mid Value |
| ICEUX | NYLI Epoch International Choice Class I | Owns companies we recommend for divestment | 1 | 0 | 1 | 2 | X | Foreign Large Blend |
| OAYEX | Oakmark International Small Cap Advisor | Owns companies we recommend for divestment | 1 | 1 | 0 | 0 | X | Foreign Small/Mid Value |
| OANMX | Oakmark Institutional | Owns companies we recommend for divestment | 1 | 4 | 3 | 4 | X | Large Value |
| OAYMX | Oakmark Advisor | Owns companies we recommend for divestment | 1 | 4 | 3 | 4 | X | Large Value |
| KLGNX | NYLI WMC Growth Investor Class | Owns companies we recommend for divestment | 1 | 3 | 6 | 5 | X | Large Growth |
| KLGDX | NYLI WMC Growth Class R6 | Owns companies we recommend for divestment | 1 | 3 | 6 | 5 | X | Large Growth |
| KLGIX | NYLI WMC Growth Class I | Owns companies we recommend for divestment | 1 | 3 | 6 | 5 | X | Large Growth |
| KLGCX | NYLI WMC Growth Class C | Owns companies we recommend for divestment | 1 | 3 | 6 | 5 | X | Large Growth |
| KLGAX | NYLI WMC Growth Class A | Owns companies we recommend for divestment | 1 | 3 | 6 | 5 | X | Large Growth |
| ICELX | NYLI Epoch International Choice Inv Cl | Owns companies we recommend for divestment | 1 | 0 | 1 | 2 | X | Foreign Large Blend |
| TRACX | PGIM Quant Solutions Small-Cap Val C | Owns companies we recommend for divestment | 1 | 2 | 2 | 2 | X | Small Value |
| PSVDX | PGIM Quant Solutions Small-Cap Val R2 | Owns companies we recommend for divestment | 1 | 2 | 2 | 2 | X | Small Value |
| TILGX | Nuveen Large Cap Growth R6 | Owns companies we recommend for divestment | 1 | 4 | 8 | 4 | X | Large Growth |
| PIGWX | Putnam International Value R6 | Owns companies we recommend for divestment | 1 | 1 | 3 | 4 | X | Foreign Large Value |
| PNSAX | Putnam Small Cap Growth A | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Small Growth |
| PPIE | Putnam PanAgora ESG Intl Eq ETF | Owns companies we recommend for divestment | 1 | 2 | 1 | 2 | V | Foreign Large Blend |
| PGOYX | Putnam Large Cap Growth Y | Owns companies we recommend for divestment | 1 | 4 | 6 | 5 | X | Large Growth |
| PGOEX | Putnam Large Cap Growth R6 | Owns companies we recommend for divestment | 1 | 4 | 6 | 5 | X | Large Growth |
| PGODX | Putnam Large Cap Growth R5 | Owns companies we recommend for divestment | 1 | 4 | 6 | 5 | X | Large Growth |
| PGORX | Putnam Large Cap Growth R | Owns companies we recommend for divestment | 1 | 4 | 6 | 5 | X | Large Growth |
| POGCX | Putnam Large Cap Growth C | Owns companies we recommend for divestment | 1 | 4 | 6 | 5 | X | Large Growth |
| POGAX | Putnam Large Cap Growth A | Owns companies we recommend for divestment | 1 | 4 | 6 | 5 | X | Large Growth |
| PNGYX | Putnam International Value Y | Owns companies we recommend for divestment | 1 | 1 | 3 | 4 | X | Foreign Large Value |
| PIIRX | Putnam International Value R | Owns companies we recommend for divestment | 1 | 1 | 3 | 4 | X | Foreign Large Value |
| PSGRX | Putnam Small Cap Growth R | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Small Growth |
| PIGRX | Putnam International Value C | Owns companies we recommend for divestment | 1 | 1 | 3 | 4 | X | Foreign Large Value |
| PNGAX | Putnam International Value A | Owns companies we recommend for divestment | 1 | 1 | 3 | 4 | X | Foreign Large Value |
| POVYX | Putnam International Equity Y | Owns companies we recommend for divestment | 1 | 0 | 2 | 2 | X | Foreign Large Blend |
| POVEX | Putnam International Equity R6 | Owns companies we recommend for divestment | 1 | 0 | 2 | 2 | X | Foreign Large Blend |
| POVDX | Putnam International Equity R5 | Owns companies we recommend for divestment | 1 | 0 | 2 | 2 | X | Foreign Large Blend |
| PIERX | Putnam International Equity R | Owns companies we recommend for divestment | 1 | 0 | 2 | 2 | X | Foreign Large Blend |
| PIGCX | Putnam International Equity C | Owns companies we recommend for divestment | 1 | 0 | 2 | 2 | X | Foreign Large Blend |
| POVSX | Putnam International Equity A | Owns companies we recommend for divestment | 1 | 0 | 2 | 2 | X | Foreign Large Blend |
| PGILX | Putnam Focused Equity Y | Owns companies we recommend for divestment | 1 | 4 | 8 | 6 | X | Large Blend |
| PNSCX | Putnam Small Cap Growth C | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Small Growth |
| PLKGX | Putnam Small Cap Growth R6 | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Small Growth |
| PGIOX | Putnam Focused Equity R | Owns companies we recommend for divestment | 1 | 4 | 8 | 6 | X | Large Blend |
| PMVYX | Putnam Sustainable Future Y | Owns companies we recommend for divestment | 1 | 0 | 2 | 3 | V | Mid-Cap Growth |
| RMVIX | RBC Microcap Value I | Owns companies we recommend for divestment | 1 | 1 | 1 | 0 | X | Small Value |
| TMVAX | RBC Microcap Value A | Owns companies we recommend for divestment | 1 | 1 | 1 | 0 | X | Small Value |
| RGORX | RBC Global Opportunities R6 | Owns companies we recommend for divestment | 1 | 2 | 5 | 4 | X | Global Large-Stock Growth |
| RGOIX | RBC Global Opportunities I | Owns companies we recommend for divestment | 1 | 2 | 5 | 4 | X | Global Large-Stock Growth |
| RGPAX | RBC Global Opportunities A | Owns companies we recommend for divestment | 1 | 2 | 5 | 4 | X | Global Large-Stock Growth |
| RGRLX | RBC Global Equity Leaders R6 | Owns companies we recommend for divestment | 1 | 2 | 5 | 4 | X | Global Large-Stock Blend |
| RGLIX | RBC Global Equity Leaders I | Owns companies we recommend for divestment | 1 | 2 | 5 | 4 | X | Global Large-Stock Blend |
| RGELX | RBC Global Equity Leaders A | Owns companies we recommend for divestment | 1 | 2 | 5 | 4 | X | Global Large-Stock Blend |
| LNGZ | Range Global LNG Ecosystem ETF | Owns companies we recommend for divestment | 1 | 0 | 2 | 0 | X | Equity Energy |
| PNOTX | Putnam Sustainable Future R6 | Owns companies we recommend for divestment | 1 | 0 | 2 | 3 | V | Mid-Cap Growth |
| PSYGX | Putnam Small Cap Growth Y | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Small Growth |
| PMVRX | Putnam Sustainable Future R | Owns companies we recommend for divestment | 1 | 0 | 2 | 3 | V | Mid-Cap Growth |
| PFUT | Putnam Sustainable Future ETF | Owns companies we recommend for divestment | 1 | 0 | 2 | 3 | V | Mid-Cap Growth |
| PMPCX | Putnam Sustainable Future C | Owns companies we recommend for divestment | 1 | 0 | 2 | 3 | V | Mid-Cap Growth |
| PMVAX | Putnam Sustainable Future A | Owns companies we recommend for divestment | 1 | 0 | 2 | 3 | V | Mid-Cap Growth |
| PYSVX | Putnam Small Cap Value Y | Owns companies we recommend for divestment | 1 | 1 | 1 | 1 | X | Small Value |
| PSCMX | Putnam Small Cap Value R6 | Owns companies we recommend for divestment | 1 | 1 | 1 | 1 | X | Small Value |
| PSCRX | Putnam Small Cap Value R | Owns companies we recommend for divestment | 1 | 1 | 1 | 1 | X | Small Value |
| PSLCX | Putnam Small Cap Value C | Owns companies we recommend for divestment | 1 | 1 | 1 | 1 | X | Small Value |
| PSLAX | Putnam Small Cap Value A | Owns companies we recommend for divestment | 1 | 1 | 1 | 1 | X | Small Value |
| PGWTX | Putnam Focused Equity R6 | Owns companies we recommend for divestment | 1 | 4 | 8 | 6 | X | Large Blend |
| PGIEX | Putnam Focused Equity C | Owns companies we recommend for divestment | 1 | 4 | 8 | 6 | X | Large Blend |
| PSVKX | PGIM Quant Solutions Small-Cap Val R4 | Owns companies we recommend for divestment | 1 | 2 | 2 | 2 | X | Small Value |
| CVFYX | Pioneer Disciplined Value Y | Owns companies we recommend for divestment | 1 | 1 | 4 | 0 | X | Large Value |
| POAGX | PRIMECAP Odyssey Aggressive Growth | Owns companies we recommend for divestment | 1 | 5 | 9 | 5 | X | Mid-Cap Growth |
| MMDEX | Praxis Growth Index I | Owns companies we recommend for divestment | 1 | 9 | 10 | 9 | V | Large Growth |
| MGNDX | Praxis Growth Index A | Owns companies we recommend for divestment | 1 | 9 | 10 | 9 | V | Large Growth |
| PBMIX | Polen US SMID Company Growth Instl | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Mid-Cap Growth |
| FUNYX | Pioneer Fundamental Growth Y | Owns companies we recommend for divestment | 1 | 4 | 6 | 6 | X | Large Growth |
| PFGRX | Pioneer Fundamental Growth R | Owns companies we recommend for divestment | 1 | 4 | 6 | 6 | X | Large Growth |
| PFGKX | Pioneer Fundamental Growth K | Owns companies we recommend for divestment | 1 | 4 | 6 | 6 | X | Large Growth |
| FUNCX | Pioneer Fundamental Growth C | Owns companies we recommend for divestment | 1 | 4 | 6 | 6 | X | Large Growth |
| PIGFX | Pioneer Fundamental Growth A | Owns companies we recommend for divestment | 1 | 4 | 6 | 6 | X | Large Growth |
| CVRFX | Pioneer Disciplined Value R | Owns companies we recommend for divestment | 1 | 1 | 4 | 0 | X | Large Value |
| PEUCX | Principal Equity Income C | Owns companies we recommend for divestment | 1 | 2 | 3 | 2 | X | Large Value |
| CVKFX | Pioneer Disciplined Value K | Owns companies we recommend for divestment | 1 | 1 | 4 | 0 | X | Large Value |
| CVCFX | Pioneer Disciplined Value C | Owns companies we recommend for divestment | 1 | 1 | 4 | 0 | X | Large Value |
| CVFCX | Pioneer Disciplined Value A | Owns companies we recommend for divestment | 1 | 1 | 4 | 0 | X | Large Value |
| FCUS | Pinnacle Focused Opportunities ETF | Owns companies we recommend for divestment | 1 | 0 | 2 | 1 | X | Mid-Cap Growth |
| PEIFX | PIMCO RAE Emerging Markets Instl | Owns companies we recommend for divestment | 1 | 0 | 4 | 0 | X | Diversified Emerging Mkts |
| PEPFX | PIMCO RAE Emerging Markets I-2 | Owns companies we recommend for divestment | 1 | 0 | 4 | 0 | X | Diversified Emerging Mkts |
| PEAFX | PIMCO RAE Emerging Markets A | Owns companies we recommend for divestment | 1 | 0 | 4 | 0 | X | Diversified Emerging Mkts |
| TASVX | PGIM Quant Solutions Small-Cap Val Z | Owns companies we recommend for divestment | 1 | 2 | 2 | 2 | X | Small Value |
| TSVQX | PGIM Quant Solutions Small-Cap Val R6 | Owns companies we recommend for divestment | 1 | 2 | 2 | 2 | X | Small Value |
| PQIAX | Principal Equity Income A | Owns companies we recommend for divestment | 1 | 2 | 3 | 2 | X | Large Value |
| PEIIX | Principal Equity Income Inst | Owns companies we recommend for divestment | 1 | 2 | 3 | 2 | X | Large Value |
| PGIAX | Putnam Focused Equity A | Owns companies we recommend for divestment | 1 | 4 | 8 | 6 | X | Large Blend |
| PMDIX | Principal Small-MidCap Dividend Inc Inst | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Mid-Cap Value |
| POPFX | Prospector Opportunity | Owns companies we recommend for divestment | 1 | 3 | 4 | 4 | X | Mid-Cap Blend |
| TMDV | ProShares Russell US Dividend Grwr ETF | Owns companies we recommend for divestment | 1 | 4 | 2 | 0 | X | Mid-Cap Value |
| QQQA | ProShares Nasdaq-100 Drsy Wght Momt ETF | Owns companies we recommend for divestment | 1 | 2 | 6 | 2 | X | Large Growth |
| EUDV | ProShares MSCI Europe Dividend Gr ETF | Owns companies we recommend for divestment | 1 | 1 | 2 | 1 | X | Europe Stock |
| EFAD | ProShares MSCI EAFE Dividend Growers | Owns companies we recommend for divestment | 1 | 1 | 3 | 1 | X | Foreign Large Blend |
| SGPSX | ProFunds Small Cap Growth Svc | Owns companies we recommend for divestment | 1 | 1 | 4 | 3 | X | Small Blend |
| SGPIX | ProFunds Small Cap Growth Inv | Owns companies we recommend for divestment | 1 | 1 | 4 | 3 | X | Small Blend |
| VFPIX | Private Capital Management Value I | Owns companies we recommend for divestment | 1 | 2 | 0 | 2 | X | Small Blend |
| PMDHX | Principal Small-MidCap Dividend Inc R6 | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Mid-Cap Value |
| PMDDX | Principal Small-MidCap Dividend Inc C | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Mid-Cap Value |
| PEIJX | Principal Equity Income J | Owns companies we recommend for divestment | 1 | 2 | 3 | 2 | X | Large Value |
| PMDAX | Principal Small-MidCap Dividend Inc A | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Mid-Cap Value |
| PSET | Principal Quality ETF | Owns companies we recommend for divestment | 1 | 5 | 9 | 7 | X | Large Blend |
| PIIMX | Principal Glb Emerging Markets R6 | Owns companies we recommend for divestment | 1 | 0 | 3 | 0 | X | Diversified Emerging Mkts |
| PEPSX | Principal Glb Emerging Markets R5 | Owns companies we recommend for divestment | 1 | 0 | 3 | 0 | X | Diversified Emerging Mkts |
| PEAPX | Principal Glb Emerging Markets R3 | Owns companies we recommend for divestment | 1 | 0 | 3 | 0 | X | Diversified Emerging Mkts |
| PIEJX | Principal Glb Emerging Markets J | Owns companies we recommend for divestment | 1 | 0 | 3 | 0 | X | Diversified Emerging Mkts |
| PIEIX | Principal Glb Emerging Markets Inst | Owns companies we recommend for divestment | 1 | 0 | 3 | 0 | X | Diversified Emerging Mkts |
| PRIAX | Principal Glb Emerging Markets A | Owns companies we recommend for divestment | 1 | 0 | 3 | 0 | X | Diversified Emerging Mkts |
| PEIQX | Principal Equity Income R5 | Owns companies we recommend for divestment | 1 | 2 | 3 | 2 | X | Large Value |
| PEIOX | Principal Equity Income R3 | Owns companies we recommend for divestment | 1 | 2 | 3 | 2 | X | Large Value |
| TILWX | Nuveen Large Cap Growth W | Owns companies we recommend for divestment | 1 | 4 | 8 | 4 | X | Large Growth |
| TILRX | Nuveen Large Cap Growth R | Owns companies we recommend for divestment | 1 | 4 | 8 | 4 | X | Large Growth |
| TMCIX | RBC SMID Cap Growth I | Owns companies we recommend for divestment | 1 | 1 | 1 | 1 | X | Small Growth |
| MNDBX | MFS New Discovery B | Owns companies we recommend for divestment | 1 | 0 | 0 | 2 | X | Small Growth |
| NDVBX | MFS New Discovery Value B | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Small Value |
| NDVAX | MFS New Discovery Value A | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Small Value |
| MNDKX | MFS New Discovery R6 | Owns companies we recommend for divestment | 1 | 0 | 0 | 2 | X | Small Growth |
| MNDJX | MFS New Discovery R4 | Owns companies we recommend for divestment | 1 | 0 | 0 | 2 | X | Small Growth |
| MNDHX | MFS New Discovery R3 | Owns companies we recommend for divestment | 1 | 0 | 0 | 2 | X | Small Growth |
| MNDRX | MFS New Discovery R2 | Owns companies we recommend for divestment | 1 | 0 | 0 | 2 | X | Small Growth |
| MNDGX | MFS New Discovery R1 | Owns companies we recommend for divestment | 1 | 0 | 0 | 2 | X | Small Growth |
| MNDIX | MFS New Discovery I | Owns companies we recommend for divestment | 1 | 0 | 0 | 2 | X | Small Growth |
| MNDCX | MFS New Discovery C | Owns companies we recommend for divestment | 1 | 0 | 0 | 2 | X | Small Growth |
| MNDAX | MFS New Discovery A | Owns companies we recommend for divestment | 1 | 0 | 0 | 2 | X | Small Growth |
| NDVIX | MFS New Discovery Value I | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Small Value |
| MITJX | MFS Massachusetts Investors Tr R6 | Owns companies we recommend for divestment | 1 | 5 | 6 | 6 | X | Large Blend |
| MITDX | MFS Massachusetts Investors Tr R4 | Owns companies we recommend for divestment | 1 | 5 | 6 | 6 | X | Large Blend |
| MITHX | MFS Massachusetts Investors Tr R3 | Owns companies we recommend for divestment | 1 | 5 | 6 | 6 | X | Large Blend |
| MIRTX | MFS Massachusetts Investors Tr R2 | Owns companies we recommend for divestment | 1 | 5 | 6 | 6 | X | Large Blend |
| MITGX | MFS Massachusetts Investors Tr R1 | Owns companies we recommend for divestment | 1 | 5 | 6 | 6 | X | Large Blend |
| MITIX | MFS Massachusetts Investors Tr I | Owns companies we recommend for divestment | 1 | 5 | 6 | 6 | X | Large Blend |
| MITCX | MFS Massachusetts Investors Tr C | Owns companies we recommend for divestment | 1 | 5 | 6 | 6 | X | Large Blend |
| MITBX | MFS Massachusetts Investors Tr B | Owns companies we recommend for divestment | 1 | 5 | 6 | 6 | X | Large Blend |
| MITTX | MFS Massachusetts Investors Tr A | Owns companies we recommend for divestment | 1 | 5 | 6 | 6 | X | Large Blend |
| NDVCX | MFS New Discovery Value C | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Small Value |
| NDVRX | MFS New Discovery Value R1 | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Small Value |
| MIDJX | MFS International New Discovery R4 | Owns companies we recommend for divestment | 1 | 1 | 1 | 0 | X | Foreign Small/Mid Growth |
| MTCJX | MFS Technology R4 | Owns companies we recommend for divestment | 1 | 3 | 9 | 5 | X | Technology |
| MGKQX | Morgan Stanley Global Permanence R6 | Owns companies we recommend for divestment | 1 | 1 | 1 | 2 | X | Global Large-Stock Growth |
| MGKIX | Morgan Stanley Global Permanence I | Owns companies we recommend for divestment | 1 | 1 | 1 | 2 | X | Global Large-Stock Growth |
| MGKCX | Morgan Stanley Global Permanence C | Owns companies we recommend for divestment | 1 | 1 | 1 | 2 | X | Global Large-Stock Growth |
| MGKAX | Morgan Stanley Global Permanence A | Owns companies we recommend for divestment | 1 | 1 | 1 | 2 | X | Global Large-Stock Growth |
| EEIFX | Monteagle Enhanced Equity Income Instl | Owns companies we recommend for divestment | 1 | 5 | 7 | 6 | X | Large Blend |
| MYIFX | Monetta Young Investor Growth | Owns companies we recommend for divestment | 1 | 5 | 7 | 5 | X | Large Growth |
| MPIEX | Mondrian International Value Equity | Owns companies we recommend for divestment | 1 | 0 | 3 | 1 | X | Foreign Large Value |
| MPGVX | Mondrian Global Equity Value | Owns companies we recommend for divestment | 1 | 5 | 9 | 5 | X | Global Large-Stock Value |
| MTCLX | MFS Technology R6 | Owns companies we recommend for divestment | 1 | 3 | 9 | 5 | X | Technology |
| MTCHX | MFS Technology R3 | Owns companies we recommend for divestment | 1 | 3 | 9 | 5 | X | Technology |
| NDVSX | MFS New Discovery Value R2 | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Small Value |
| MTERX | MFS Technology R2 | Owns companies we recommend for divestment | 1 | 3 | 9 | 5 | X | Technology |
| MTCKX | MFS Technology R1 | Owns companies we recommend for divestment | 1 | 3 | 9 | 5 | X | Technology |
| MTCIX | MFS Technology I | Owns companies we recommend for divestment | 1 | 3 | 9 | 5 | X | Technology |
| MTCCX | MFS Technology C | Owns companies we recommend for divestment | 1 | 3 | 9 | 5 | X | Technology |
| MTCBX | MFS Technology B | Owns companies we recommend for divestment | 1 | 3 | 9 | 5 | X | Technology |
| MTCAX | MFS Technology A | Owns companies we recommend for divestment | 1 | 3 | 9 | 5 | X | Technology |
| NDVVX | MFS New Discovery Value R6 | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Small Value |
| NDVUX | MFS New Discovery Value R4 | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Small Value |
| NDVTX | MFS New Discovery Value R3 | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Small Value |
| MIDLX | MFS International New Discovery R6 | Owns companies we recommend for divestment | 1 | 1 | 1 | 0 | X | Foreign Small/Mid Growth |
| MIDHX | MFS International New Discovery R3 | Owns companies we recommend for divestment | 1 | 1 | 1 | 0 | X | Foreign Small/Mid Growth |
| MSMFX | Morgan Stanley Inst Discovery C | Owns companies we recommend for divestment | 1 | 0 | 1 | 1 | X | Mid-Cap Growth |
| BRSHX | MFS Blended Research Small Cap Eq C | Owns companies we recommend for divestment | 1 | 0 | 1 | 1 | X | Small Blend |
| MEGBX | MFS Growth B | Owns companies we recommend for divestment | 1 | 3 | 6 | 7 | X | Large Growth |
| MFEGX | MFS Growth A | Owns companies we recommend for divestment | 1 | 3 | 6 | 7 | X | Large Growth |
| MWOKX | MFS Global Growth R6 | Owns companies we recommend for divestment | 1 | 3 | 3 | 8 | X | Global Large-Stock Growth |
| MWOJX | MFS Global Growth R4 | Owns companies we recommend for divestment | 1 | 3 | 3 | 8 | X | Global Large-Stock Growth |
| MWOHX | MFS Global Growth R3 | Owns companies we recommend for divestment | 1 | 3 | 3 | 8 | X | Global Large-Stock Growth |
| MGWRX | MFS Global Growth R2 | Owns companies we recommend for divestment | 1 | 3 | 3 | 8 | X | Global Large-Stock Growth |
| WICVX | Wasatch Small Cap Value Institutional | Owns companies we recommend for divestment | 1 | 1 | 0 | 3 | X | Small Blend |
| BRSBX | MFS Blended Research Small Cap Eq B | Owns companies we recommend for divestment | 1 | 0 | 1 | 1 | X | Small Blend |
| MWOGX | MFS Global Growth R1 | Owns companies we recommend for divestment | 1 | 3 | 3 | 8 | X | Global Large-Stock Growth |
| BRSJX | MFS Blended Research Small Cap Eq I | Owns companies we recommend for divestment | 1 | 0 | 1 | 1 | X | Small Blend |
| MFEIX | MFS Growth I | Owns companies we recommend for divestment | 1 | 3 | 6 | 7 | X | Large Growth |
| MWOIX | MFS Global Growth I | Owns companies we recommend for divestment | 1 | 3 | 3 | 8 | X | Global Large-Stock Growth |
| BRSPX | MFS Blended Research Small Cap Eq R1 | Owns companies we recommend for divestment | 1 | 0 | 1 | 1 | X | Small Blend |
| BRSSX | MFS Blended Research Small Cap Eq R2 | Owns companies we recommend for divestment | 1 | 0 | 1 | 1 | X | Small Blend |
| BRSTX | MFS Blended Research Small Cap Eq R3 | Owns companies we recommend for divestment | 1 | 0 | 1 | 1 | X | Small Blend |
| MWOCX | MFS Global Growth C | Owns companies we recommend for divestment | 1 | 3 | 3 | 8 | X | Global Large-Stock Growth |
| MWOBX | MFS Global Growth B | Owns companies we recommend for divestment | 1 | 3 | 3 | 8 | X | Global Large-Stock Growth |
| MWOFX | MFS Global Growth A | Owns companies we recommend for divestment | 1 | 3 | 3 | 8 | X | Global Large-Stock Growth |
| BRSYX | MFS Blended Research Small Cap Eq R6 | Owns companies we recommend for divestment | 1 | 0 | 1 | 1 | X | Small Blend |
| BRSUX | MFS Blended Research Small Cap Eq R4 | Owns companies we recommend for divestment | 1 | 0 | 1 | 1 | X | Small Blend |
| MFECX | MFS Growth C | Owns companies we recommend for divestment | 1 | 3 | 6 | 7 | X | Large Growth |
| MFELX | MFS Growth R1 | Owns companies we recommend for divestment | 1 | 3 | 6 | 7 | X | Large Growth |
| MIDRX | MFS International New Discovery R2 | Owns companies we recommend for divestment | 1 | 1 | 1 | 0 | X | Foreign Small/Mid Growth |
| MINRX | MFS International Intrinsic Value R1 | Owns companies we recommend for divestment | 1 | 3 | 0 | 1 | X | Foreign Large Blend |
| MIDGX | MFS International New Discovery R1 | Owns companies we recommend for divestment | 1 | 1 | 1 | 0 | X | Foreign Small/Mid Growth |
| MWNIX | MFS International New Discovery I | Owns companies we recommend for divestment | 1 | 1 | 1 | 0 | X | Foreign Small/Mid Growth |
| MIDCX | MFS International New Discovery C | Owns companies we recommend for divestment | 1 | 1 | 1 | 0 | X | Foreign Small/Mid Growth |
| MIDBX | MFS International New Discovery B | Owns companies we recommend for divestment | 1 | 1 | 1 | 0 | X | Foreign Small/Mid Growth |
| MIDAX | MFS International New Discovery A | Owns companies we recommend for divestment | 1 | 1 | 1 | 0 | X | Foreign Small/Mid Growth |
| MINJX | MFS International Intrinsic Value R6 | Owns companies we recommend for divestment | 1 | 3 | 0 | 1 | X | Foreign Large Blend |
| MINHX | MFS International Intrinsic Value R4 | Owns companies we recommend for divestment | 1 | 3 | 0 | 1 | X | Foreign Large Blend |
| MINGX | MFS International Intrinsic Value R3 | Owns companies we recommend for divestment | 1 | 3 | 0 | 1 | X | Foreign Large Blend |
| MINFX | MFS International Intrinsic Value R2 | Owns companies we recommend for divestment | 1 | 3 | 0 | 1 | X | Foreign Large Blend |
| MINIX | MFS International Intrinsic Value I | Owns companies we recommend for divestment | 1 | 3 | 0 | 1 | X | Foreign Large Blend |
| MEGRX | MFS Growth R2 | Owns companies we recommend for divestment | 1 | 3 | 6 | 7 | X | Large Growth |
| MGICX | MFS International Intrinsic Value C | Owns companies we recommend for divestment | 1 | 3 | 0 | 1 | X | Foreign Large Blend |
| MGIBX | MFS International Intrinsic Value B | Owns companies we recommend for divestment | 1 | 3 | 0 | 1 | X | Foreign Large Blend |
| MGIAX | MFS International Intrinsic Value A | Owns companies we recommend for divestment | 1 | 3 | 0 | 1 | X | Foreign Large Blend |
| MIEIX | MFS International Equity R6 | Owns companies we recommend for divestment | 1 | 1 | 3 | 2 | X | Foreign Large Blend |
| MIEKX | MFS International Equity I | Owns companies we recommend for divestment | 1 | 1 | 3 | 2 | X | Foreign Large Blend |
| MIEJX | MFS International Equity A | Owns companies we recommend for divestment | 1 | 1 | 3 | 2 | X | Foreign Large Blend |
| MFEKX | MFS Growth R6 | Owns companies we recommend for divestment | 1 | 3 | 6 | 7 | X | Large Growth |
| MFEJX | MFS Growth R4 | Owns companies we recommend for divestment | 1 | 3 | 6 | 7 | X | Large Growth |
| MFEHX | MFS Growth R3 | Owns companies we recommend for divestment | 1 | 3 | 6 | 7 | X | Large Growth |
| MACGX | Morgan Stanley Inst Discovery A | Owns companies we recommend for divestment | 1 | 0 | 1 | 1 | X | Mid-Cap Growth |
| MPEGX | Morgan Stanley Inst Discovery I | Owns companies we recommend for divestment | 1 | 0 | 1 | 1 | X | Mid-Cap Growth |
| TILPX | Nuveen Large Cap Growth Premier | Owns companies we recommend for divestment | 1 | 4 | 8 | 4 | X | Large Growth |
| NFALX | Neuberger Berman Focus I | Owns companies we recommend for divestment | 1 | 3 | 5 | 7 | X | Global Large-Stock Growth |
| HSZYX | NexPoint Climate Tech Y | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | V | Small Blend |
| HSZCX | NexPoint Climate Tech C | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | V | Small Blend |
| HSZAX | NexPoint Climate Tech A | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | V | Small Blend |
| NBCC | Neuberger Brmn Nxt Gnrtn Cnnctd Cnsm ETF | Owns companies we recommend for divestment | 1 | 3 | 3 | 1 | X | Consumer Cyclical |
| NEQIX | Neuberger Berman U.S. Equity Impact I | Owns companies we recommend for divestment | 1 | 1 | 2 | 2 | V | Mid-Cap Blend |
| NEQCX | Neuberger Berman U.S. Equity Impact C | Owns companies we recommend for divestment | 1 | 1 | 2 | 2 | V | Mid-Cap Blend |
| NEQAX | Neuberger Berman U.S. Equity Impact A | Owns companies we recommend for divestment | 1 | 1 | 2 | 2 | V | Mid-Cap Blend |
| NBFCX | Neuberger Berman Focus Trust | Owns companies we recommend for divestment | 1 | 3 | 5 | 7 | X | Global Large-Stock Growth |
| NBSSX | Neuberger Berman Focus Investor | Owns companies we recommend for divestment | 1 | 3 | 5 | 7 | X | Global Large-Stock Growth |
| NFACX | Neuberger Berman Focus C | Owns companies we recommend for divestment | 1 | 3 | 5 | 7 | X | Global Large-Stock Growth |
| NICSX | Nicholas | Owns companies we recommend for divestment | 1 | 5 | 5 | 6 | X | Large Growth |
| NBFAX | Neuberger Berman Focus Adv | Owns companies we recommend for divestment | 1 | 3 | 5 | 7 | X | Global Large-Stock Growth |
| NFAAX | Neuberger Berman Focus A | Owns companies we recommend for divestment | 1 | 3 | 5 | 7 | X | Global Large-Stock Growth |
| NBET | Neuberger Berman Engy Trnstn & InfrasETF | Owns companies we recommend for divestment | 1 | 0 | 2 | 0 | V | Global Small/Mid Stock |
| NRDGX | Neuberger Berman Dividend Growth R6 | Owns companies we recommend for divestment | 1 | 3 | 2 | 2 | X | Large Blend |
| NDGIX | Neuberger Berman Dividend Growth I | Owns companies we recommend for divestment | 1 | 3 | 2 | 2 | X | Large Blend |
| NDGCX | Neuberger Berman Dividend Growth C | Owns companies we recommend for divestment | 1 | 3 | 2 | 2 | X | Large Blend |
| NDGAX | Neuberger Berman Dividend Growth A | Owns companies we recommend for divestment | 1 | 3 | 2 | 2 | X | Large Blend |
| VNSE | Natixis Vaughan Nelson Select ETF | Owns companies we recommend for divestment | 1 | 5 | 7 | 4 | X | Large Blend |
| NESYX | Natixis US Equity Opportunities Y | Owns companies we recommend for divestment | 1 | 8 | 9 | 7 | X | Large Blend |
| NIAGX | Nia Impact Solutions | Owns companies we recommend for divestment | 1 | 0 | 2 | 1 | V | Global Small/Mid Stock |
| NMMEX | Northern Active M Emerging Market Equity | Owns companies we recommend for divestment | 1 | 1 | 5 | 1 | X | Diversified Emerging Mkts |
| NECCX | Natixis US Equity Opportunities C | Owns companies we recommend for divestment | 1 | 8 | 9 | 7 | X | Large Blend |
| NUGO | Nuveen Growth Opportunities ETF | Owns companies we recommend for divestment | 1 | 4 | 7 | 3 | X | Large Growth |
| TILHX | Nuveen Large Cap Growth I | Owns companies we recommend for divestment | 1 | 4 | 8 | 4 | X | Large Growth |
| TIRTX | Nuveen Large Cap Growth A | Owns companies we recommend for divestment | 1 | 4 | 8 | 4 | X | Large Growth |
| TSOEX | Nuveen International Res Eq Retire | Owns companies we recommend for divestment | 1 | 1 | 9 | 5 | V | Foreign Large Blend |
| TSONX | Nuveen International Res Eq R6 | Owns companies we recommend for divestment | 1 | 1 | 9 | 5 | V | Foreign Large Blend |
| TSOPX | Nuveen International Res Eq Prmr | Owns companies we recommend for divestment | 1 | 1 | 9 | 5 | V | Foreign Large Blend |
| TSOHX | Nuveen International Res Eq I | Owns companies we recommend for divestment | 1 | 1 | 9 | 5 | V | Foreign Large Blend |
| NUIIX | Nuveen International Dividend Growth I | Owns companies we recommend for divestment | 1 | 1 | 1 | 0 | X | Foreign Large Blend |
| NUICX | Nuveen International Dividend Growth C | Owns companies we recommend for divestment | 1 | 1 | 1 | 0 | X | Foreign Large Blend |
| NUIAX | Nuveen International Dividend Growth A | Owns companies we recommend for divestment | 1 | 1 | 1 | 0 | X | Foreign Large Blend |
| NUMV | Nuveen ESG Mid-Cap Value ETF | Owns companies we recommend for divestment | 1 | 3 | 3 | 2 | V | Mid-Cap Value |
| NOEMX | Northern Emerging Markets Equity Index | Owns companies we recommend for divestment | 1 | 0 | 8 | 0 | X | Diversified Emerging Mkts |
| NUMG | Nuveen ESG Mid-Cap Growth ETF | Owns companies we recommend for divestment | 1 | 1 | 0 | 2 | V | Mid-Cap Growth |
| NUEM | Nuveen ESG Emerging Markets Equity ETF | Owns companies we recommend for divestment | 1 | 0 | 2 | 0 | V | Diversified Emerging Mkts |
| TENWX | Nuveen Emerging Markets Eq Idx W | Owns companies we recommend for divestment | 1 | 0 | 8 | 0 | X | Diversified Emerging Mkts |
| TEQSX | Nuveen Emerging Markets Eq Idx Retire | Owns companies we recommend for divestment | 1 | 0 | 8 | 0 | X | Diversified Emerging Mkts |
| TEQLX | Nuveen Emerging Markets Eq Idx R6 | Owns companies we recommend for divestment | 1 | 0 | 8 | 0 | X | Diversified Emerging Mkts |
| TEQPX | Nuveen Emerging Markets Eq Idx Prem | Owns companies we recommend for divestment | 1 | 0 | 8 | 0 | X | Diversified Emerging Mkts |
| TEQHX | Nuveen Emerging Markets Eq Idx I | Owns companies we recommend for divestment | 1 | 0 | 8 | 0 | X | Diversified Emerging Mkts |
| TEQKX | Nuveen Emerging Markets Eq Idx A | Owns companies we recommend for divestment | 1 | 0 | 8 | 0 | X | Diversified Emerging Mkts |
| NQCFX | NorthQuest Capital | Owns companies we recommend for divestment | 1 | 1 | 3 | 1 | X | Large Growth |
| NESNX | Natixis US Equity Opportunities N | Owns companies we recommend for divestment | 1 | 8 | 9 | 7 | X | Large Blend |
| NEFSX | Natixis US Equity Opportunities A | Owns companies we recommend for divestment | 1 | 8 | 9 | 7 | X | Large Blend |
| MSKLX | Morgan Stanley Inst Discovery L | Owns companies we recommend for divestment | 1 | 0 | 1 | 1 | X | Mid-Cap Growth |
| SUFCX | NAA Mid Growth C | Owns companies we recommend for divestment | 1 | 0 | 3 | 0 | X | Mid-Cap Growth |
| NWHUX | Nationwide Bailard Tech & Sci Instl Svc | Owns companies we recommend for divestment | 1 | 3 | 5 | 4 | X | Technology |
| NWHOX | Nationwide Bailard Tech & Sci A | Owns companies we recommend for divestment | 1 | 3 | 5 | 4 | X | Technology |
| NWHGX | Nationwide Bailard Cogntv Val R6 | Owns companies we recommend for divestment | 1 | 0 | 3 | 1 | X | Small Value |
| NWHFX | Nationwide Bailard Cogntv Val M | Owns companies we recommend for divestment | 1 | 0 | 3 | 1 | X | Small Value |
| NWHHX | Nationwide Bailard Cogntv Val Instl Svc | Owns companies we recommend for divestment | 1 | 0 | 3 | 1 | X | Small Value |
| NWHDX | Nationwide Bailard Cogntv Val A | Owns companies we recommend for divestment | 1 | 0 | 3 | 1 | X | Small Value |
| NSI | National Security Emerging Mkts Idx ETF | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| SEUPX | NAA Mid Growth P | Owns companies we recommend for divestment | 1 | 0 | 3 | 0 | X | Mid-Cap Growth |
| GIUIX | NAA Mid Growth Institutional | Owns companies we recommend for divestment | 1 | 0 | 3 | 0 | X | Mid-Cap Growth |
| SECUX | NAA Mid Growth A | Owns companies we recommend for divestment | 1 | 0 | 3 | 0 | X | Mid-Cap Growth |
| NWHTX | Nationwide Bailard Tech & Sci R6 | Owns companies we recommend for divestment | 1 | 3 | 5 | 4 | X | Technology |
| TMFM | Motley Fool Mid-Cap Growth ETF | Owns companies we recommend for divestment | 1 | 1 | 0 | 2 | X | Mid-Cap Growth |
| TMFG | Motley Fool Global Opportunities ETF | Owns companies we recommend for divestment | 1 | 4 | 2 | 4 | X | Global Large-Stock Growth |
| TMFE | Motley Fool Capital Efficiency 100 ETF | Owns companies we recommend for divestment | 1 | 6 | 5 | 4 | X | Large Growth |
| TMFC | Motley Fool 100 ETF | Owns companies we recommend for divestment | 1 | 8 | 9 | 5 | X | Large Growth |
| MSHPX | Morgan Stanley Inst Permanence R6 | Owns companies we recommend for divestment | 1 | 3 | 1 | 3 | X | Large Growth |
| MSHMX | Morgan Stanley Inst Permanence I | Owns companies we recommend for divestment | 1 | 3 | 1 | 3 | X | Large Growth |
| MSHOX | Morgan Stanley Inst Permanence C | Owns companies we recommend for divestment | 1 | 3 | 1 | 3 | X | Large Growth |
| MSHNX | Morgan Stanley Inst Permanence A | Owns companies we recommend for divestment | 1 | 3 | 1 | 3 | X | Large Growth |
| MMCGX | Morgan Stanley Inst Discovery R6 | Owns companies we recommend for divestment | 1 | 0 | 1 | 1 | X | Mid-Cap Growth |
| NWHQX | Nationwide Bailard Tech & Sci M | Owns companies we recommend for divestment | 1 | 3 | 5 | 4 | X | Technology |
| NWHVX | Nationwide Geneva Mid Cap Gr A | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Mid-Cap Growth |
| NEOYX | Natixis Oakmark Y | Owns companies we recommend for divestment | 1 | 4 | 3 | 4 | X | Large Value |
| NWZNX | Nationwide Loomis All Cap Gr Instl Svc | Owns companies we recommend for divestment | 1 | 5 | 8 | 5 | X | Large Growth |
| NOANX | Natixis Oakmark N | Owns companies we recommend for divestment | 1 | 4 | 3 | 4 | X | Large Value |
| NECOX | Natixis Oakmark C | Owns companies we recommend for divestment | 1 | 4 | 3 | 4 | X | Large Value |
| NEFOX | Natixis Oakmark A | Owns companies we recommend for divestment | 1 | 4 | 3 | 4 | X | Large Value |
| LSGR | Natixis Loomis Sayles Focused Growth ETF | Owns companies we recommend for divestment | 1 | 3 | 6 | 4 | X | Large Growth |
| NWKEX | Nationwide WCM Focused Sm Cp R6 | Owns companies we recommend for divestment | 1 | 1 | 2 | 1 | X | Small Blend |
| NWGSX | Nationwide WCM Focused Sm Cp Instl Svc | Owns companies we recommend for divestment | 1 | 1 | 2 | 1 | X | Small Blend |
| NWGPX | Nationwide WCM Focused Sm Cp A | Owns companies we recommend for divestment | 1 | 1 | 2 | 1 | X | Small Blend |
| Nationwide U.S. 130/30 Equity R6 | Owns companies we recommend for divestment | 1 | 7 | 12 | 6 | X | Large Blend |
| NWZMX | Nationwide Loomis All Cap Gr R6 | Owns companies we recommend for divestment | 1 | 5 | 8 | 5 | X | Large Growth |
| NWADX | Nationwide Loomis All Cap Gr Eagle | Owns companies we recommend for divestment | 1 | 5 | 8 | 5 | X | Large Growth |
| NWHYX | Nationwide Geneva Mid Cap Gr Instl Svc | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Mid-Cap Growth |
| NWZLX | Nationwide Loomis All Cap Gr A | Owns companies we recommend for divestment | 1 | 5 | 8 | 5 | X | Large Growth |
| NWAKX | Nationwide Janus Henderson Ovrs InsSvc | Owns companies we recommend for divestment | 1 | 0 | 2 | 0 | X | Foreign Large Blend |
| NWAJX | Nationwide Janus Henderson Ovrs Eagle | Owns companies we recommend for divestment | 1 | 0 | 2 | 0 | X | Foreign Large Blend |
| NWAHX | Nationwide Janus Henderson Overseas R6 | Owns companies we recommend for divestment | 1 | 0 | 2 | 0 | X | Foreign Large Blend |
| NWAGX | Nationwide Janus Henderson Overseas A | Owns companies we recommend for divestment | 1 | 0 | 2 | 0 | X | Foreign Large Blend |
| NWAVX | Nationwide GQG US Quality Eq R6 | Owns companies we recommend for divestment | 1 | 5 | 6 | 5 | X | Large Blend |
| NWAWX | Nationwide GQG US Quality Eq Instl Ser | Owns companies we recommend for divestment | 1 | 5 | 6 | 5 | X | Large Blend |
| NWAYX | Nationwide GQG US Quality Eq Eagle | Owns companies we recommend for divestment | 1 | 5 | 6 | 5 | X | Large Blend |
| NWAUX | Nationwide GQG US Quality Eq A | Owns companies we recommend for divestment | 1 | 5 | 6 | 5 | X | Large Blend |
| NWKAX | Nationwide Geneva Mid Cap Gr R6 | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Mid-Cap Growth |
| TMCAX | RBC SMID Cap Growth A | Owns companies we recommend for divestment | 1 | 1 | 1 | 1 | X | Small Growth |
| TSORX | Nuveen International Res Eq A | Owns companies we recommend for divestment | 1 | 1 | 9 | 5 | V | Foreign Large Blend |
| RSMRX | RBC SMID Cap Growth R6 | Owns companies we recommend for divestment | 1 | 1 | 1 | 1 | X | Small Growth |
| VCFVX | VALIC Company I International Value | Owns companies we recommend for divestment | 1 | 1 | 2 | 1 | X | Foreign Large Value |
| VMMSX | Vanguard Emerg Mkts Sel Stk Inv | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| IBOT | VanEck Robotics ETF | Owns companies we recommend for divestment | 1 | 0 | 4 | 1 | X | Technology |
| CRAK | VanEck Oil Refiners ETF | Owns companies we recommend for divestment | 1 | 0 | 2 | 0 | X | Equity Energy |
| MGRO | VanEck Morningstar Wide Moat Growth ETF | Owns companies we recommend for divestment | 1 | 4 | 5 | 7 | X | Large Growth |
| VILSX | Value Line Select Growth Institutional | Owns companies we recommend for divestment | 1 | 2 | 1 | 3 | X | Large Growth |
| VALSX | Value Line Select Growth Fund | Owns companies we recommend for divestment | 1 | 2 | 1 | 3 | X | Large Growth |
| VLAAX | Value Line Asset Allocation Investor | Owns companies we recommend for divestment | 1 | 2 | 1 | 2 | X | Moderate Allocation |
| VLAIX | Value Line Asset Allocation Instl | Owns companies we recommend for divestment | 1 | 2 | 1 | 2 | X | Moderate Allocation |
| VSSVX | VALIC Company I Small Cap Special Val | Owns companies we recommend for divestment | 1 | 0 | 4 | 0 | X | Small Value |
| VCAAX | VALIC Company I Asset Allocation | Owns companies we recommend for divestment | 1 | 5 | 7 | 4 | X | Moderate Allocation |
| VGENX | Vanguard Energy Inv | Owns companies we recommend for divestment | 1 | 0 | 3 | 0 | X | Equity Energy |
| UPDDX | Upright Growth & Income | Owns companies we recommend for divestment | 1 | 0 | 4 | 0 | X | Large Growth |
| EMPTX | UBS Emerging Markets Equity Opp P2 | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| UEMPX | UBS Emerging Markets Equity Opp P | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| TBHDX | Tweedy, Browne Worldwide Hi Div Yld Val | Owns companies we recommend for divestment | 1 | 0 | 2 | 0 | X | Global Large-Stock Value |
| TWEBX | Tweedy, Browne Value | Owns companies we recommend for divestment | 1 | 2 | 3 | 1 | X | Global Large-Stock Value |
| TBCUX | Tweedy, Browne Intl Val II - Ccy UnH | Owns companies we recommend for divestment | 1 | 2 | 3 | 1 | X | Foreign Large Value |
| TBGVX | Tweedy, Browne International Value Fund | Owns companies we recommend for divestment | 1 | 2 | 3 | 1 | X | Foreign Large Value |
| TSWEX | TSW Large Cap Value Institutional | Owns companies we recommend for divestment | 1 | 3 | 3 | 2 | X | Large Value |
| FOBPX | Tributary Balanced Instl Plus | Owns companies we recommend for divestment | 1 | 5 | 8 | 5 | X | Moderate Allocation |
| VGELX | Vanguard Energy Adm | Owns companies we recommend for divestment | 1 | 0 | 3 | 0 | X | Equity Energy |
| VPL | Vanguard FTSE Pacific ETF | Owns companies we recommend for divestment | 1 | 1 | 13 | 4 | X | Diversified Pacific/Asia |
| TWMTX | Transamerica US Growth T | Owns companies we recommend for divestment | 1 | 3 | 6 | 5 | X | Large Growth |
| VWELX | Vanguard Wellington™ Inv | Owns companies we recommend for divestment | 1 | 4 | 7 | 4 | X | Moderate Allocation |
| USEMX | Victory Emerging Markets | Owns companies we recommend for divestment | 1 | 0 | 2 | 0 | X | Diversified Emerging Mkts |
| UIAGX | Victory Aggressive Growth Institutional | Owns companies we recommend for divestment | 1 | 4 | 7 | 4 | X | Large Growth |
| USAUX | Victory Aggressive Growth | Owns companies we recommend for divestment | 1 | 4 | 7 | 4 | X | Large Growth |
| VELIX | VELA Large Cap Plus I | Owns companies we recommend for divestment | 1 | 7 | 7 | 7 | X | Large Blend |
| VELAX | VELA Large Cap Plus A | Owns companies we recommend for divestment | 1 | 7 | 7 | 7 | X | Large Blend |
| VEITX | VELA International I | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Foreign Small/Mid Value |
| VEILX | VELA International A | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Foreign Small/Mid Value |
| ADVKX | Vaughan Nelson Emerging Markets Inv Cl | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| ADVMX | Vaughan Nelson Emerging Markets Instl Cl | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| VWENX | Vanguard Wellington™ Admiral™ | Owns companies we recommend for divestment | 1 | 4 | 7 | 4 | X | Moderate Allocation |
| VGPMX | Vanguard Global Capital Cycles Investor | Owns companies we recommend for divestment | 1 | 1 | 2 | 0 | X | Global Large-Stock Value |
| VUIAX | Vanguard Utilities Index Adm | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Utilities |
| VPU | Vanguard Utilities ETF | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Utilities |
| VPACX | Vanguard Pacific Stock Index Investor | Owns companies we recommend for divestment | 1 | 1 | 13 | 4 | X | Diversified Pacific/Asia |
| VPKIX | Vanguard Pacific Stock Index Instl | Owns companies we recommend for divestment | 1 | 1 | 13 | 4 | X | Diversified Pacific/Asia |
| VPADX | Vanguard Pacific Stock Index Admiral | Owns companies we recommend for divestment | 1 | 1 | 13 | 4 | X | Diversified Pacific/Asia |
| VIAAX | Vanguard Intl Div Apprec Idx Adm | Owns companies we recommend for divestment | 1 | 3 | 4 | 1 | X | Foreign Large Growth |
| VIGI | Vanguard Intl Div Apprec ETF | Owns companies we recommend for divestment | 1 | 3 | 4 | 1 | X | Foreign Large Growth |
| VINEX | Vanguard International Explorer Inv | Owns companies we recommend for divestment | 1 | 0 | 1 | 1 | X | Foreign Small/Mid Growth |
| VIDGX | Vanguard International Dividend Gr Inv | Owns companies we recommend for divestment | 1 | 2 | 1 | 1 | X | Foreign Large Blend |
| FOBAX | Tributary Balanced Instl | Owns companies we recommend for divestment | 1 | 5 | 8 | 5 | X | Moderate Allocation |
| TAGHX | Transamerica US Growth R6 | Owns companies we recommend for divestment | 1 | 3 | 6 | 5 | X | Large Growth |
| USAAX | Victory Growth | Owns companies we recommend for divestment | 1 | 5 | 8 | 6 | X | Large Growth |
| TFCCX | Touchstone Large Cap C | Owns companies we recommend for divestment | 1 | 2 | 2 | 1 | X | Large Blend |
| TSNAX | Touchstone Sands Capital Select Growth A | Owns companies we recommend for divestment | 1 | 3 | 4 | 3 | X | Large Growth |
| TSNRX | Touchstone Sands Capital Select Gr R6 | Owns companies we recommend for divestment | 1 | 3 | 4 | 3 | X | Large Growth |
| CISGX | Touchstone Sands Capital Select Gr Instl | Owns companies we recommend for divestment | 1 | 3 | 4 | 3 | X | Large Growth |
| TLGYX | Touchstone Large Company Growth Y | Owns companies we recommend for divestment | 1 | 3 | 6 | 3 | X | Large Growth |
| DSMLX | Touchstone Large Company Growth Instl | Owns companies we recommend for divestment | 1 | 3 | 6 | 3 | X | Large Growth |
| TCGLX | Touchstone Large Company Growth C | Owns companies we recommend for divestment | 1 | 3 | 6 | 3 | X | Large Growth |
| TSAGX | Touchstone Large Company Growth A | Owns companies we recommend for divestment | 1 | 3 | 6 | 3 | X | Large Growth |
| TLCYX | Touchstone Large Cap Y | Owns companies we recommend for divestment | 1 | 2 | 2 | 1 | X | Large Blend |
| TLCIX | Touchstone Large Cap Institutional | Owns companies we recommend for divestment | 1 | 2 | 2 | 1 | X | Large Blend |
| TACLX | Touchstone Large Cap A | Owns companies we recommend for divestment | 1 | 2 | 2 | 1 | X | Large Blend |
| CFSIX | Touchstone Sands Capital Select Growth Y | Owns companies we recommend for divestment | 1 | 3 | 4 | 3 | X | Large Growth |
| SIIEX | Touchstone International Value Y | Owns companies we recommend for divestment | 1 | 1 | 2 | 3 | X | Foreign Large Value |
| TOIIX | Touchstone International Value Instl | Owns companies we recommend for divestment | 1 | 1 | 2 | 3 | X | Foreign Large Value |
| SWFCX | Touchstone International Value C | Owns companies we recommend for divestment | 1 | 1 | 2 | 3 | X | Foreign Large Value |
| SWRLX | Touchstone International Value A | Owns companies we recommend for divestment | 1 | 1 | 2 | 3 | X | Foreign Large Value |
| TLCI | Touchstone International Equity ETF | Owns companies we recommend for divestment | 1 | 0 | 1 | 1 | X | Foreign Large Blend |
| TGVYX | Touchstone Growth Opportunities Y | Owns companies we recommend for divestment | 1 | 6 | 5 | 6 | X | Large Growth |
| TGVVX | Touchstone Growth Opportunities Instl | Owns companies we recommend for divestment | 1 | 6 | 5 | 6 | X | Large Growth |
| TGVCX | Touchstone Growth Opportunities C | Owns companies we recommend for divestment | 1 | 6 | 5 | 6 | X | Large Growth |
| TGVFX | Touchstone Growth Opportunities A | Owns companies we recommend for divestment | 1 | 6 | 5 | 6 | X | Large Growth |
| TSNCX | Touchstone Sands Capital Select Growth C | Owns companies we recommend for divestment | 1 | 3 | 4 | 3 | X | Large Growth |
| PTSGX | Touchstone Sands Capital Select Growth Z | Owns companies we recommend for divestment | 1 | 3 | 4 | 3 | X | Large Growth |
| Transamerica US Growth I2 | Owns companies we recommend for divestment | 1 | 3 | 6 | 5 | X | Large Growth |
| TDFAX | Transamerica Sustainable Equity Inc A | Owns companies we recommend for divestment | 1 | 4 | 2 | 4 | V | Large Value |
| TDEIX | Transamerica US Growth I | Owns companies we recommend for divestment | 1 | 3 | 6 | 5 | X | Large Growth |
| TADCX | Transamerica US Growth C | Owns companies we recommend for divestment | 1 | 3 | 6 | 5 | X | Large Growth |
| TADAX | Transamerica US Growth A | Owns companies we recommend for divestment | 1 | 3 | 6 | 5 | X | Large Growth |
| TSGMX | Transamerica Sustainable Growth Eq R6 | Owns companies we recommend for divestment | 1 | 6 | 5 | 6 | V | Large Growth |
| TSGDX | Transamerica Sustainable Growth Eq A | Owns companies we recommend for divestment | 1 | 6 | 5 | 6 | V | Large Growth |
| TADFX | Transamerica Sustainable Equity Inc R6 | Owns companies we recommend for divestment | 1 | 4 | 2 | 4 | V | Large Value |
| TRDIX | Transamerica Sustainable Equity Inc I2 | Owns companies we recommend for divestment | 1 | 4 | 2 | 4 | V | Large Value |
| TDFIX | Transamerica Sustainable Equity Inc I | Owns companies we recommend for divestment | 1 | 4 | 2 | 4 | V | Large Value |
| TDFCX | Transamerica Sustainable Equity Inc C | Owns companies we recommend for divestment | 1 | 4 | 2 | 4 | V | Large Value |
| TAGDX | Transamerica Large Growth R6 | Owns companies we recommend for divestment | 1 | 3 | 6 | 5 | X | Large Growth |
| TSEL | Touchstone Sands Capital US Sel Gr ETF | Owns companies we recommend for divestment | 1 | 3 | 4 | 3 | X | Large Growth |
| TGWFX | Transamerica Large Growth R4 | Owns companies we recommend for divestment | 1 | 3 | 6 | 5 | X | Large Growth |
| TGWRX | Transamerica Large Growth R | Owns companies we recommend for divestment | 1 | 3 | 6 | 5 | X | Large Growth |
| TGWTX | Transamerica Large Growth I3 | Owns companies we recommend for divestment | 1 | 3 | 6 | 5 | X | Large Growth |
| TOWFX | Towpath Focus Institutional | Owns companies we recommend for divestment | 1 | 3 | 5 | 2 | X | Large Value |
| SIGWX | Touchstone Small Company Y | Owns companies we recommend for divestment | 1 | 0 | 0 | 2 | X | Small Blend |
| SSRRX | Touchstone Small Company R6 | Owns companies we recommend for divestment | 1 | 0 | 0 | 2 | X | Small Blend |
| TICSX | Touchstone Small Company Instl | Owns companies we recommend for divestment | 1 | 0 | 0 | 2 | X | Small Blend |
| SSCOX | Touchstone Small Company C | Owns companies we recommend for divestment | 1 | 0 | 0 | 2 | X | Small Blend |
| SAGWX | Touchstone Small Company A | Owns companies we recommend for divestment | 1 | 0 | 0 | 2 | X | Small Blend |
| UIEMX | Victory Emerging Markets Institutional | Owns companies we recommend for divestment | 1 | 0 | 2 | 0 | X | Diversified Emerging Mkts |
| UIGRX | Victory Growth Institutional | Owns companies we recommend for divestment | 1 | 5 | 8 | 6 | X | Large Growth |
| TORYX | Torray Fund | Owns companies we recommend for divestment | 1 | 2 | 3 | 2 | X | Large Value |
| RAGTX | Virtus Zevenbergen Technology A | Owns companies we recommend for divestment | 1 | 4 | 7 | 5 | X | Technology |
| VWYFX | Voya Small Cap Growth A | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Small Growth |
| IPSSX | Voya Index Plus SmallCap Port S | Owns companies we recommend for divestment | 1 | 2 | 4 | 4 | X | Small Blend |
| IPSIX | Voya Index Plus SmallCap Port I | Owns companies we recommend for divestment | 1 | 2 | 4 | 4 | X | Small Blend |
| IOGPX | Voya Global Insights Portfolio S2 | Owns companies we recommend for divestment | 1 | 3 | 8 | 3 | X | Global Large-Stock Growth |
| IGMSX | Voya Global Insights Portfolio S | Owns companies we recommend for divestment | 1 | 3 | 8 | 3 | X | Global Large-Stock Growth |
| IGMIX | Voya Global Insights Portfolio I | Owns companies we recommend for divestment | 1 | 3 | 8 | 3 | X | Global Large-Stock Growth |
| IGMAX | Voya Global Insights Portfolio ADV | Owns companies we recommend for divestment | 1 | 3 | 8 | 3 | X | Global Large-Stock Growth |
| DRGTX | Virtus Zevenbergen Technology Inst | Owns companies we recommend for divestment | 1 | 4 | 7 | 5 | X | Technology |
| RCGTX | Virtus Zevenbergen Technology C | Owns companies we recommend for divestment | 1 | 4 | 7 | 5 | X | Technology |
| VZGRX | Virtus Zevenbergen Innovative Gr Stk R6 | Owns companies we recommend for divestment | 1 | 2 | 4 | 2 | X | Large Growth |
| TCMSX | Voya Small Cap Growth I | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Small Growth |
| SCATX | Virtus Zevenbergen Innovative Gr Stk I | Owns companies we recommend for divestment | 1 | 2 | 4 | 2 | X | Large Growth |
| SAGAX | Virtus Zevenbergen Innovative Gr Stk A | Owns companies we recommend for divestment | 1 |
