| ESCFX | 1290 Essex Small Cap Growth A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| ESCJX | 1290 Essex Small Cap Growth I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| ESCKX | 1290 Essex Small Cap Growth R | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| DDDAX | 13D Activist A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Mid-Cap Blend |
| DDDCX | 13D Activist C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Mid-Cap Blend |
| DDDIX | 13D Activist I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Mid-Cap Blend |
| SBFAX | 1919 Financial Services A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Financial |
| SFSLX | 1919 Financial Services C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Financial |
| LMRIX | 1919 Financial Services I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Financial |
| SAWS | AAM Sawgrass U.S. Sm Cp Qual Gr ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| ACEAX | AB All China Equity A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
| ACEYX | AB All China Equity Advisor | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
| ABASX | AB Discovery Value A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Small Value |
| ABYSX | AB Discovery Value Advisor | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Small Value |
| ABCSX | AB Discovery Value C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Small Value |
| ABSIX | AB Discovery Value I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Small Value |
| ABSZX | AB Discovery Value Z | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Small Value |
| ABAEX | AB Emerging Markets Multi-Asset A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| ABYEX | AB Emerging Markets Multi-Asset Advisor | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| ABCEX | AB Emerging Markets Multi-Asset C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| ABIEX | AB Emerging Markets Multi-Asset I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| AREAX | AB Global Real Estate Investment A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| ARSYX | AB Global Real Estate Investment Advisor | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| ARECX | AB Global Real Estate Investment C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| AEEIX | AB Global Real Estate Investment I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| ARIIX | AB Global Real Estate Investment II I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| ARRKX | AB Global Real Estate Investment K | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| ARRRX | AB Global Real Estate Investment R | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| ABMVX | AB Mid Cap Value Port Z | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Mid-Cap Value |
| QUASX | AB Small Cap Growth A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Small Growth |
| QUAYX | AB Small Cap Growth Advisor | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Small Growth |
| QUACX | AB Small Cap Growth C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Small Growth |
| QUAIX | AB Small Cap Growth I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Small Growth |
| QUAKX | AB Small Cap Growth K | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Small Growth |
| QUARX | AB Small Cap Growth R | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Small Growth |
| QUAZX | AB Small Cap Growth Z | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Small Growth |
| SCAVX | AB Small Cap Value A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Value |
| SCYVX | AB Small Cap Value Advisor | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Value |
| SCCVX | AB Small Cap Value C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Value |
| AWPZX | AB Sustainable International Thematic Z | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 2 | V | Foreign Large Growth |
| AWPAX | AB Sustainable Intl Thematic A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 2 | V | Foreign Large Growth |
| AWPYX | AB Sustainable Intl Thematic Advisor | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 2 | V | Foreign Large Growth |
| AWPCX | AB Sustainable Intl Thematic C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 2 | V | Foreign Large Growth |
| AWPIX | AB Sustainable Intl Thematic I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 2 | V | Foreign Large Growth |
| GOPAX | abrdn China A Share Equity A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
| GOPCX | abrdn China A Share Equity C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
| GOPIX | abrdn China A Share Equity Inst | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
| GOPRX | abrdn China A Share Equity R | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
| GEGAX | abrdn Emerging Markets A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| GEGCX | abrdn Emerging Markets C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| AGEM | abrdn Emerging Markets Dividend Act ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| GLLAX | abrdn Emerging Markets ex-China A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| GLLCX | abrdn Emerging Markets ex-China C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| GWLIX | abrdn Emerging Markets ex-China Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| GLLSX | abrdn Emerging Markets ex-China InstlSvc | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| GWLRX | abrdn Emerging Markets ex-China R | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| ABEMX | abrdn Emerging Markets Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| AEMSX | abrdn Emerging Markets Instl Svc | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| GEMRX | abrdn Emerging Markets R | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| AFSC | abrdn Focused U.S. Small Cap Active ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Blend |
| WVCCX | abrdn International Small Cp A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
| CPVCX | abrdn International Small Cp C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
| ABNIX | abrdn International Small Cp Inst | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
| WPVAX | abrdn International Small Cp R | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
| AIAGX | abrdn Real Estate Fund A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| AIGYX | abrdn Real Estate Fund Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| GSXAX | abrdn US Small Cap Equity A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| GSXCX | abrdn US Small Cap Equity C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| GSCIX | abrdn US Small Cap Equity Inst | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| GSXIX | abrdn US Small Cap Equity Inst Svc | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| GNSRX | abrdn US Small Cap Equity R | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| AEMZX | Acadian Emerging Markets I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| AEMGX | Acadian Emerging Markets Investor | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| AEMVX | Acadian Emerging Markets Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| AFMCX | Acuitas US Microcap Institutional | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Small Blend |
| ADKSX | Adirondack Small Cap | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Small Value |
| ACIFX | Advisors Capital International | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 2 | X | Global Large-Stock Blend |
| AADR | AdvisorShares Dorsey Wright ADR ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 3 | 1 | X | Foreign Large Growth |
| PSIL | AdvisorShares Psychedelics ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Miscellaneous Sector |
| YOLO | AdvisorShares Pure Cannabis ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Miscellaneous Sector |
| VICE | AdvisorShares Vice ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Miscellaneous Sector |
| AVALX | Aegis Value I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Value |
| AKRIX | Akre Focus Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Large Growth |
| AKREX | Akre Focus Retail | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Large Growth |
| AKRSX | Akre Focus Supra Institutional | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Large Growth |
| ENFR | Alerian Energy Infrastructure ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Energy Limited Partnership |
| AMLP | Alerian MLP ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Energy Limited Partnership |
| AAEMX | Alger Emerging Markets A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| ACEMX | Alger Emerging Markets C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| AIEMX | Alger Emerging Markets I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| AZEMX | Alger Emerging Markets Z | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| ALGAX | Alger International Opportunities A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Foreign Large Growth |
| AFGPX | Alger International Opportunities B | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Foreign Large Growth |
| ALGCX | Alger International Opportunities C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Foreign Large Growth |
| AIGIX | Alger International Opportunities I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Foreign Large Growth |
| ALCZX | Alger International Opportunities Z | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Foreign Large Growth |
| Alger Russell Innovation ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Large Growth |
| AOFAX | Alger Small Cap Focus A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| AOFCX | Alger Small Cap Focus C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| AOFIX | Alger Small Cap Focus I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| AOFYX | Alger Small Cap Focus Y | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| AGOZX | Alger Small Cap Focus Z | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| ALSAX | Alger Small Cap Growth A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| ALSCX | Alger Small Cap Growth B | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| AGSCX | Alger Small Cap Growth C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| AASOX | Alger Small Cap Growth I-2 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| ALSRX | Alger Small Cap Growth Institutional I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| ASIRX | Alger Small Cap Growth Institutional R | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| ASCYX | Alger Small Cap Growth Y | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| ASCZX | Alger Small Cap Growth Z | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| AISZX | Alger SmallCap Growth Institutional Z-2 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| AWEG | Alger Weatherbie Enduring Growth ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Mid-Cap Growth |
| WDSAX | Allspring Disciplined Small Cap A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Small Blend |
| NVSOX | Allspring Disciplined Small Cap Adm | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Small Blend |
| WSCOX | Allspring Disciplined Small Cap Inst | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Small Blend |
| WSCJX | Allspring Disciplined Small Cap R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Small Blend |
| EGWDX | Allspring Discovery Small Cap Gr Adm | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| EGWCX | Allspring Discovery Small Cap Gr C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| EGWAX | Allspring Discovery Small Cap Gr Gr A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| EGRYX | Allspring Discovery Small Cap Gr Inst | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| EGWRX | Allspring Discovery Small Cap Gr R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| WEMAX | Allspring Emerging Growth A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| WFGDX | Allspring Emerging Growth Admin | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| WEMCX | Allspring Emerging Growth C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| WEMIX | Allspring Emerging Growth Inst | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| WEGRX | Allspring Emerging Growth R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| EQIAX | Allspring Emerging Markets Eq Advtg A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| EQIDX | Allspring Emerging Markets Eq Advtg Adm | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| EQICX | Allspring Emerging Markets Eq Advtg C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| EQIIX | Allspring Emerging Markets Eq Advtg Inst | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| EQIRX | Allspring Emerging Markets Eq Advtg R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| ACBEX | Allspring Managed Account Crb Em Cor Em | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| EKWAX | Allspring Precious Metals A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Precious Metals |
| EKWDX | Allspring Precious Metals Admin | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Precious Metals |
| EKWCX | Allspring Precious Metals C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Precious Metals |
| EKWYX | Allspring Precious Metals Inst | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Precious Metals |
| IVAL | Alpha Architect Intl Quant Val ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 2 | X | Foreign Large Value |
| GNXAX | AlphaCentric Robotics and Automation A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Global Small/Mid Stock |
| GNXCX | AlphaCentric Robotics and Automation C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Global Small/Mid Stock |
| GNXIX | AlphaCentric Robotics and Automation I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Global Small/Mid Stock |
| REIT | ALPS Active REIT ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| ACES | ALPS Clean Energy ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | V | Miscellaneous Sector |
| EDOG | ALPS Emerging Sector Dividend Dogs ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| SBIO | ALPS Medical Breakthroughs ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Health |
| RDOG | ALPS REIT Dividend Dogs ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| INAAX | ALPS/Kotak India ESG A | Owns no companies in our database | 0 | 0 | 0 | 0 | V | India Equity |
| INFCX | ALPS/Kotak India ESG C | Owns no companies in our database | 0 | 0 | 0 | 0 | V | India Equity |
| INDIX | ALPS/Kotak India ESG I | Owns no companies in our database | 0 | 0 | 0 | 0 | V | India Equity |
| INDSX | ALPS/Kotak India ESG II | Owns no companies in our database | 0 | 0 | 0 | 0 | V | India Equity |
| INDAX | ALPS/Kotak India ESG Inv | Owns no companies in our database | 0 | 0 | 0 | 0 | V | India Equity |
| RAAAX | Altegris/AACA Opportunistic Real Estt A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| RAACX | Altegris/AACA Opportunistic Real Estt C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| RAAIX | Altegris/AACA Opportunistic Real Estt I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| AMIDX | Amana Developing World Institutional | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Diversified Emerging Mkts |
| AMDWX | Amana Developing World Investor | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Diversified Emerging Mkts |
| MGNR | American Beacon GLG Natrl Res ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Natural Resources |
| TIVFX | American Beacon IMC Int Small Cap Inv | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Foreign Small/Mid Growth |
| TOVIX | American Beacon IMC Int Small Cap R5 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Foreign Small/Mid Growth |
| TOVYX | American Beacon IMC Int Small Cap Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Foreign Small/Mid Growth |
| ZIFIX | American Beacon Ninety One Int Frn R5 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Foreign Large Growth |
| ZIFRX | American Beacon Ninety One Intl Fran R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Foreign Large Growth |
| ZIFAX | American Beacon Ninety One Intl Fran Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Foreign Large Growth |
| SHEAX | American Beacon Shapiro SMID Cap Eq A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Value |
| SHDCX | American Beacon Shapiro SMID Cap Eq C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Value |
| SHDPX | American Beacon Shapiro SMID Cap Eq Inv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Value |
| SHDIX | American Beacon Shapiro SMID Cap Eq R5 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Value |
| SHDRX | American Beacon Shapiro SMID Cap Eq R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Value |
| SHDYX | American Beacon Shapiro SMID Cap Eq Y | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Value |
| AECLX | American Century Emerg Mkts Sm Cp A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| AECHX | American Century Emerg Mkts Sm Cp C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| AECVX | American Century Emerg Mkts Sm Cp Inv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| AECMX | American Century Emerg Mkts Sm Cp R | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| AECTX | American Century Emerg Mkts Sm Cp R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| AECSX | American Century Emerging Mkts Sm Cp I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| AFCLX | American Century Focused Intl Gr A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 2 | X | Foreign Large Growth |
| AFCHX | American Century Focused Intl Gr C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 2 | X | Foreign Large Growth |
| AFCGX | American Century Focused Intl Gr G | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 2 | X | Foreign Large Growth |
| AFCSX | American Century Focused Intl Gr I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 2 | X | Foreign Large Growth |
| AFCNX | American Century Focused Intl Gr Inv | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 2 | X | Foreign Large Growth |
| AFCWX | American Century Focused Intl Gr R | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 2 | X | Foreign Large Growth |
| AFCMX | American Century Focused Intl Gr R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 2 | X | Foreign Large Growth |
| ACGGX | American Century Global Gold A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Precious Metals |
| AGYCX | American Century Global Gold C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Precious Metals |
| AGGNX | American Century Global Gold I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Precious Metals |
| BGEIX | American Century Global Gold Inv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Precious Metals |
| AGGWX | American Century Global Gold R | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Precious Metals |
| ARYMX | American Century Global Real Estate A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| ARYTX | American Century Global Real Estate C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| ACIWX | American Century Global Real Estate G | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| ARYNX | American Century Global Real Estate I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| ARYVX | American Century Global Real Estate Inv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| ARYWX | American Century Global Real Estate R | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| ARYGX | American Century Global Real Estate R5 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| ARYDX | American Century Global Real Estate R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| ARYYX | American Century Global Real Estate Y | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| AGCLX | American Century Global Small Cap A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Global Small/Mid Stock |
| AGCHX | American Century Global Small Cap C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Global Small/Mid Stock |
| AGCSX | American Century Global Small Cap I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Global Small/Mid Stock |
| AGCVX | American Century Global Small Cap Inv | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Global Small/Mid Stock |
| AGCWX | American Century Global Small Cap R | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Global Small/Mid Stock |
| AGCTX | American Century Global Small Cap R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Global Small/Mid Stock |
| AIVOX | American Century International Opps A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
| AIOCX | American Century International Opps C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
| ACIOX | American Century International Opps I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
| AIOIX | American Century International Opps Inv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
| AIORX | American Century International Opps R | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
| ANTMX | American Century Intl Sm-Md Cp G | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Foreign Small/Mid Growth |
| ANTSX | American Century Intl Sm-Md Cp Inv | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Foreign Small/Mid Growth |
| ANVLX | American Century Non-US Intrs Val A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Foreign Large Value |
| ANTGX | American Century Non-US Intrs Val G | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Foreign Large Value |
| ANVHX | American Century Non-US Intrs Val I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Foreign Large Value |
| ANVRX | American Century Non-US Intrs Val R | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Foreign Large Value |
| ANVMX | American Century Non-US Intrs ValR6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Foreign Large Value |
| ANTUX | American Century Non-US IntrsVal Inv | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Foreign Large Value |
| AREEX | American Century Real Estate A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| ARYCX | American Century Real Estate C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| REAIX | American Century Real Estate I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| REACX | American Century Real Estate Inv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| AREWX | American Century Real Estate R | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| ARREX | American Century Real Estate R5 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| AREDX | American Century Real Estate R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| ARYEX | American Century Real Estate Y | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| ANOAX | American Century Small Cap Growth A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| ANOCX | American Century Small Cap Growth C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| ANOHX | American Century Small Cap Growth G | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| ANONX | American Century Small Cap Growth I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| ANOIX | American Century Small Cap Growth Inv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| ANORX | American Century Small Cap Growth R | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| ANOGX | American Century Small Cap Growth R5 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| ANODX | American Century Small Cap Growth R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| ANOYX | American Century Small Cap Growth Y | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| BULIX | American Century Utilities Inv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Utilities |
| MECIX | AMG GW&K International Small Cap I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Foreign Small/Mid Blend |
| MECAX | AMG GW&K International Small Cap N | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Foreign Small/Mid Blend |
| MECZX | AMG GW&K International Small Cap Z | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Foreign Small/Mid Blend |
| SKSIX | AMG GW&K Small Cap Value I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Small Blend |
| SKSEX | AMG GW&K Small Cap Value N | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Small Blend |
| SKSZX | AMG GW&K Small Cap Value Z | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Small Blend |
| TSQIX | AMG TimesSquare Small Cap Growth I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Small Growth |
| TSCPX | AMG TimesSquare Small Cap Growth N | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Small Growth |
| TSCIX | AMG TimesSquare Small Cap Growth Z | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Small Growth |
| MSEIX | AMG Veritas Asia Pacific I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Pacific/Asia ex-Japan Stk |
| MGSEX | AMG Veritas Asia Pacific N | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Pacific/Asia ex-Japan Stk |
| MIMFX | AMG Veritas China I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
| MMCFX | AMG Veritas China N | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
| YASSX | AMG Yacktman Special Opportunities I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Value |
| YASLX | AMG Yacktman Special Opportunities Z | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Value |
| IDVO | Amplify CWP International Enh Div IncETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 3 | 1 | X | Foreign Large Blend |
| YYY | Amplify High Income ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Tactical Allocation |
| SILJ | Amplify Junior Silver Miners ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Precious Metals |
| BATT | Amplify Lithium & Battery Tech ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Natural Resources |
| NDIV | Amplify Natural Resources Div Inc ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Natural Resources |
| AWAY | Amplify Travel Tech ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 5 | 0 | X | Consumer Cyclical |
| THNR | Amplify Weight Loss Drug & Treatment ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Health |
| APPIX | Appleseed Institutional | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Global Allocation |
| APPLX | Appleseed Investor | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Global Allocation |
| AFDZX | Applied Finance Explorer Institutional | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 1 | X | Small Value |
| AFDVX | Applied Finance Explorer Investor | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 1 | X | Small Value |
| QTELX | AQR Emerging Multi-Style II I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| QTENX | AQR Emerging Multi-Style II N | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| QTERX | AQR Emerging Multi-Style II R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| ARMIX | ARGA Emerging Markets Value Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| AINIX | Ariel International Institutional | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Foreign Large Value |
| AINTX | Ariel International Investor | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Foreign Large Value |
| ARAFX | Aristotle International Eq A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Foreign Large Blend |
| ARIFX | Aristotle International Eq I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Foreign Large Blend |
| AIFFX | Aristotle International Equity I-2 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Foreign Large Blend |
| ARKG | ARK Genomic Revolution ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Health |
| GYLD | Arrow Dow Jones Global Yield ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Allocation |
| APDYX | Artisan Developing World Advisor | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| APHYX | Artisan Developing World Institutional | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| ARTYX | Artisan Developing World Investor | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| APDDX | Artisan Global Discovery Advisor | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 2 | X | Global Small/Mid Stock |
| APHDX | Artisan Global Discovery Institutional | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 2 | X | Global Small/Mid Stock |
| APFDX | Artisan Global Discovery Investor | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 2 | X | Global Small/Mid Stock |
| ARDBX | Artisan International Explorer Advisor | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Blend |
| ARHBX | Artisan International Explorer Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Blend |
| APDMX | Artisan Mid Cap Advisor | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Mid-Cap Growth |
| APHMX | Artisan Mid Cap Institutional | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Mid-Cap Growth |
| ARTMX | Artisan Mid Cap Investor | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Mid-Cap Growth |
| APDSX | Artisan Small Cap Advisor | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| APHSX | Artisan Small Cap Institutional | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| ARTSX | Artisan Small Cap Investor | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| EMQAX | Ashmore Emerging Markets Active Eq A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| EMQCX | Ashmore Emerging Markets Active Eq C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| EMQIX | Ashmore Emerging Markets Active Eq Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| EMXAX | Ashmore Emerging Markets Eq ex Chn A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| EMXCX | Ashmore Emerging Markets Eq ex Chn C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| EMXIX | Ashmore Emerging Markets Eq ex Chn Inst | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| EMEAX | Ashmore Emerging Markets Equity A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| EMECX | Ashmore Emerging Markets Equity C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| ESAGX | Ashmore Emerging Markets Equity ESG A | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Diversified Emerging Mkts |
| ESCGX | Ashmore Emerging Markets Equity ESG C | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Diversified Emerging Mkts |
| ESIGX | Ashmore Emerging Markets Equity ESG Ins | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Diversified Emerging Mkts |
| EMFIX | Ashmore Emerging Markets Equity Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| ESSAX | Ashmore Emerging Markets Sm Cp Eq A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| ESSCX | Ashmore Emerging Markets Sm Cp Eq C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| ESCIX | Ashmore Emerging Markets Sm Cp Eq Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| EFEAX | Ashmore Emerging Mkts Frontier Eq A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| EFECX | Ashmore Emerging Mkts Frontier Eq C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| EFEIX | Ashmore Emerging Mkts Frontier Eq Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| AVEE | Avantis Emerging Markets Sm Cp Eq ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 4 | 0 | X | Diversified Emerging Mkts |
| AVRE | Avantis Real Estate ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| AVSE | Avantis Responsible Emerging Mkts Eq ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 6 | 0 | V | Diversified Emerging Mkts |
| AVEAX | Ave Maria Focused | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Global Small/Mid Stock |
| AVEGX | Ave Maria Growth | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Large Growth |
| AVEMX | Ave Maria Value | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Mid-Cap Blend |
| AVEWX | Ave Maria World Equity | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 1 | X | Global Large-Stock Blend |
| NXTE | AXS Green Alpha ETF | Owns companies we recommend for divestment | 0 | 0 | 2 | 0 | V | Global Large-Stock Blend |
| RINC | AXS Real Estate Income ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| AZTD | Aztlan Global Stock Sel Dm SMID ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Global Small/Mid Stock |
| NRSH | Aztlan NA Nearshoring Stk Sel ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Industrials |
| SCDV | Bahl & Gaynor Small Cap Dividend ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Small Value |
| BGCBX | Baillie Gifford China Equities Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
| BGCDX | Baillie Gifford China Equities K | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
| BGPTX | Baillie Gifford Developed EAFE All Cap 2 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Foreign Large Growth |
| BGPFX | Baillie Gifford Developed EAFE All Cap 3 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Foreign Large Growth |
| BSGPX | Baillie Gifford Developed EAFE All Cap I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Foreign Large Growth |
| BGPKX | Baillie Gifford Developed EAFE All Cap K | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Foreign Large Growth |
| BGCWX | Baillie Gifford EAFE Plus All Cap 2 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Foreign Large Growth |
| BGCJX | Baillie Gifford EAFE Plus All Cap 3 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Foreign Large Growth |
| BGCSX | Baillie Gifford EAFE Plus All Cap I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Foreign Large Growth |
| BKGCX | Baillie Gifford EAFE Plus All Cap K | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Foreign Large Growth |
| BGITX | Baillie Gifford International Alpha 2 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Foreign Large Growth |
| BGIFX | Baillie Gifford International Alpha 3 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Foreign Large Growth |
| BGIUX | Baillie Gifford International Alpha 4 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Foreign Large Growth |
| BGIVX | Baillie Gifford International Alpha 5 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Foreign Large Growth |
| BINSX | Baillie Gifford International Alpha I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Foreign Large Growth |
| BGIKX | Baillie Gifford International Alpha K | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Foreign Large Growth |
| BGETX | Baillie Gifford International Growth 2 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Foreign Large Growth |
| BGEUX | Baillie Gifford International Growth 3 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Foreign Large Growth |
| BGEFX | Baillie Gifford International Growth 4 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Foreign Large Growth |
| BGEVX | Baillie Gifford International Growth 5 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Foreign Large Growth |
| BGESX | Baillie Gifford International Growth I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Foreign Large Growth |
| BGEKX | Baillie Gifford International Growth K | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Foreign Large Growth |
| BTLSX | Baillie Gifford Intl Concntr Gr EqsInstl | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Foreign Large Growth |
| BTLKX | Baillie Gifford Intl Concntr Gr EqsK | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Foreign Large Growth |
| BICIX | Baillie Gifford Intl Smlr Coms Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
| BICKX | Baillie Gifford Intl Smlr Coms K | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
| BMDIX | Baird Mid Cap Growth Institutional | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Mid-Cap Growth |
| BMDSX | Baird Mid Cap Growth Investor | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Mid-Cap Growth |
| BSGIX | Baird Small/Mid Cap Growth Institutional | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Mid-Cap Growth |
| BSGSX | Baird Small/Mid Cap Growth Investor | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Mid-Cap Growth |
| BEXIX | Baron Emerging Markets Institutional | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Diversified Emerging Mkts |
| BEXUX | Baron Emerging Markets R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Diversified Emerging Mkts |
| BEXFX | Baron Emerging Markets Retail | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Diversified Emerging Mkts |
| BFIIX | Baron FinTech Institutional | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 3 | X | Technology |
| BFIUX | Baron FinTech R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 3 | X | Technology |
| BFINX | Baron FinTech Retail | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 3 | X | Technology |
| BFGIX | Baron Focused Growth Institutional | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Mid-Cap Growth |
| BFGUX | Baron Focused Growth R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Mid-Cap Growth |
| BFGFX | Baron Focused Growth Retail | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Mid-Cap Growth |
| BGAIX | Baron Global Advantage Institutional | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Large-Stock Growth |
| BGLUX | Baron Global Advantage R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Large-Stock Growth |
| BGAFX | Baron Global Advantage Retail | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Large-Stock Growth |
| BHCHX | Baron Health Care Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Health |
| BHCUX | Baron Health Care R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Health |
| BHCFX | Baron Health Care Retail | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Health |
| BINDX | Baron India Institutional | Owns no companies in our database | 0 | 0 | 0 | 0 | X | India Equity |
| BINUX | Baron India R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | India Equity |
| BINRX | Baron India Retail | Owns no companies in our database | 0 | 0 | 0 | 0 | X | India Equity |
| BPTIX | Baron Partners Institutional | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Large Growth |
| BPTUX | Baron Partners R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Large Growth |
| BPTRX | Baron Partners Retail | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Large Growth |
| BRIIX | Baron Real Estate Income Institutional | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| BRIUX | Baron Real Estate Income R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| BRIFX | Baron Real Estate Income Retail | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| BREIX | Baron Real Estate Institutional | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Real Estate |
| BREUX | Baron Real Estate R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Real Estate |
| BREFX | Baron Real Estate Retail | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Real Estate |
| BSFIX | Baron Small Cap Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| BSCUX | Baron Small Cap R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| BSCFX | Baron Small Cap Retail | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| BEOIX | Barrow Hanley Concentrated EM ESG Opps I | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Diversified Emerging Mkts |
| BEMVX | Barrow Hanley Emerging Markets Value I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| BNIVX | Barrow Hanley International Value I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Foreign Large Value |
| BBMIX | BBH Select Series - Mid Cap I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Mid-Cap Growth |
| BLSIX | BlackRock Advantage Emerging Mkts Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Diversified Emerging Mkts |
| BLSAX | BlackRock Advantage Emerging Mkts Inv A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Diversified Emerging Mkts |
| BLSCX | BlackRock Advantage Emerging Mkts Inv C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Diversified Emerging Mkts |
| BLSKX | BlackRock Advantage Emerging Mkts K | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Diversified Emerging Mkts |
| CHILX | BlackRock China A Opportunities Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
| CHKLX | BlackRock China A Opportunities K | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
| BIDEX | BlackRock Defensive Advantage EM Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| BADEX | BlackRock Defensive Advantage EM Inv A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| BKDEX | BlackRock Defensive Advantage EM K | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| MKECX | BlackRock Emerging Markets Ex-China K | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| MAECX | BlackRock Emerging Markets Ex-Chn Inst | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| MXCAX | BlackRock Emerging Markets Ex-Chn Inv A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| MADCX | BlackRock Emerging Mkts Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| MDDCX | BlackRock Emerging Mkts Inv A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| MCDCX | BlackRock Emerging Mkts Inv C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| MKDCX | BlackRock Emerging Mkts K | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| BINFX | BlackRock Infrastructure Sust Opps Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Infrastructure |
| BINAX | BlackRock Infrastructure Sust Opps Inv A | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Infrastructure |
| BINKX | BlackRock Infrastructure Sust Opps K | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Infrastructure |
| MAILX | BlackRock International Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Foreign Large Blend |
| MDILX | BlackRock International Inv A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Foreign Large Blend |
| MCILX | BlackRock International Inv C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Foreign Large Blend |
| MKILX | BlackRock International K | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Foreign Large Blend |
| BIFRX | BlackRock International R | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Foreign Large Blend |
| BIREX | BlackRock Real Estate Securities Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| BAREX | BlackRock Real Estate Securities Inv A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| BCREX | BlackRock Real Estate Securities Inv C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| MAPCX | BlackRock Sustainable Em Mkts Eq Ins | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Diversified Emerging Mkts |
| MDPCX | BlackRock Sustainable Em Mkts Eq Inv A | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Diversified Emerging Mkts |
| MPCKX | BlackRock Sustainable Em Mkts Eq K | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Diversified Emerging Mkts |
| MRPCX | BlackRock Sustainable Em Mkts Eq R | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Diversified Emerging Mkts |
| BKCI | BNY Mellon Concentrated Internatnl ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Large Growth |
| DRLAX | BNY Mellon Developed Markets RE Scs - A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| DGBCX | BNY Mellon Developed Markets RE Scs - C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| DRLIX | BNY Mellon Developed Markets RE Scs - I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| DRLYX | BNY Mellon Developed Markets RE Scs - Y | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| MIEGX | BNY Mellon Emerging Markets Inv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| MEMKX | BNY Mellon Emerging Markets M | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| DGEAX | BNY Mellon Global Emerging Mkts - A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| DGECX | BNY Mellon Global Emerging Mkts - C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| DGIEX | BNY Mellon Global Emerging Mkts - I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| DGEYX | BNY Mellon Global Emerging Mkts - Y | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| BKGI | BNY Mellon Global Infras Inc ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Infrastructure |
| DISAX | BNY Mellon International Stock Fund A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Foreign Large Growth |
| DISCX | BNY Mellon International Stock Fund C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Foreign Large Growth |
| DISRX | BNY Mellon International Stock Fund I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Foreign Large Growth |
| DISYX | BNY Mellon International Stock Fund Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Foreign Large Growth |
| DNLAX | BNY Mellon Natural Resources A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Natural Resources |
| DLDCX | BNY Mellon Natural Resources C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Natural Resources |
| DLDRX | BNY Mellon Natural Resources I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Natural Resources |
| DLDYX | BNY Mellon Natural Resources Y | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Natural Resources |
| BCEMX | Boston Common ESG Impact Em Mkts | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Diversified Emerging Mkts |
| BCAIX | Boston Common ESG Impact Intl | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 3 | 1 | V | Foreign Large Blend |
| BTMFX | Boston Trust Midcap | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Mid-Cap Blend |
| BTSMX | Boston Trust SMID Cap | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Mid-Cap Blend |
| WAMFX | Boston Trust Walden Midcap | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Mid-Cap Blend |
| BOSOX | Boston Trust Walden Small Cap | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | V | Small Blend |
| WASMX | Boston Trust Walden SMID Cap | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Mid-Cap Blend |
| BSCAX | Brandes Small Cap Value A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Small Value |
| BSCMX | Brandes Small Cap Value I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Small Value |
| BSCRX | Brandes Small Cap Value R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Small Value |
| BRUSX | Bridgeway Ultra-Small Company | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Value |
| BQMGX | Bright Rock Mid Cap Growth Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Mid-Cap Growth |
| BGLAX | Brookfield Global Listed InfrastructureA | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Infrastructure |
| BGLCX | Brookfield Global Listed InfrastructureC | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Infrastructure |
| BGLYX | Brookfield Global Listed InfrastructureI | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Infrastructure |
| BLRAX | Brookfield Global Listed Real Estate A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| BLRCX | Brookfield Global Listed Real Estate C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| BLRYX | Brookfield Global Listed Real Estate I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| GRSIX | Brookfield Global Rnwbls & Sst Infrs I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | V | Infrastructure |
| BAFJX | Brown Advisory - WMC Jpn Eq Inst | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 2 | X | Japan Stock |
| BIJEX | Brown Advisory - WMC Jpn Eq Inv | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 2 | X | Japan Stock |
| BAQAX | Brown Advisory Emgerg Mkts Select Adv | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| BAFQX | Brown Advisory Emgerg Mkts Select Inst | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| BIAQX | Brown Advisory Emgerg Mkts Select Inv | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| BAFMX | Brown Advisory Mid-Cap Growth Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Mid-Cap Growth |
| BMIDX | Brown Advisory Mid-Cap Growth Investor | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Mid-Cap Growth |
| BASAX | Brown Advisory Small-Cap Growth Adv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| BAFSX | Brown Advisory Small-Cap Growth Inst | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| BIASX | Brown Advisory Small-Cap Growth Inv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| BAFYX | Brown Advisory Sustainable Sml-Cp Cr Ins | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 1 | V | Small Blend |
| BIAYX | Brown Advisory Sustainable Sml-Cp Cr Inv | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 1 | V | Small Blend |
| BCSFX | Brown Capital Mgmt Intl Sm Co Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
| BCSVX | Brown Capital Mgmt Intl Sm Co Inv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
| BCSSX | Brown Capital Mgmt Small Co Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| BCSIX | Brown Capital Mgmt Small Co Inv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| BUFMX | Buffalo Mid Cap Growth | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 2 | X | Mid-Cap Growth |
| BUIMX | Buffalo Mid Cap Growth Inst | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 2 | X | Mid-Cap Growth |
| BUFSX | Buffalo Small Cap Growth | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Small Growth |
| BUISX | Buffalo Small Cap Growth Institutional | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Small Growth |
| CNWGX | Calamos Evolving World Growth A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| CNWDX | Calamos Evolving World Growth C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| CNWIX | Calamos Evolving World Growth I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| CAISX | Calamos International Small Cap Gr A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
| CCISX | Calamos International Small Cap Gr C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
| CSGIX | Calamos International Small Cap Gr I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
| CISOX | Calamos International Small Cap Gr R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
| CEFAX | Calvert Emerging Markets Advancement A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | V | Diversified Emerging Mkts |
| CEFIX | Calvert Emerging Markets Advancement I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | V | Diversified Emerging Mkts |
| CVMAX | Calvert Emerging Markets Equity A | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Diversified Emerging Mkts |
| CVMCX | Calvert Emerging Markets Equity C | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Diversified Emerging Mkts |
| CVMIX | Calvert Emerging Markets Equity I | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Diversified Emerging Mkts |
| CVMRX | Calvert Emerging Markets Equity R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Diversified Emerging Mkts |
| CEMAX | Calvert Emerging Markets Fcs Gr A | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Diversified Emerging Mkts |
| CEMCX | Calvert Emerging Markets Fcs Gr C | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Diversified Emerging Mkts |
| CMEIX | Calvert Emerging Markets Fcs Gr I | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Diversified Emerging Mkts |
| CMERX | Calvert Emerging Markets Fcs Gr R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Diversified Emerging Mkts |
| CFWAX | Calvert Global Water A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | V | Natural Resources |
| CFWCX | Calvert Global Water C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | V | Natural Resources |
| CFWIX | Calvert Global Water I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | V | Natural Resources |
| CWVGX | Calvert International Equity A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | V | Foreign Large Growth |
| CWVCX | Calvert International Equity C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | V | Foreign Large Growth |
| CWVIX | Calvert International Equity I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | V | Foreign Large Growth |
| CIESX | Calvert International Equity R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | V | Foreign Large Growth |
| CIOAX | Calvert International Opportunities A | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Foreign Small/Mid Growth |
| COICX | Calvert International Opportunities C | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Foreign Small/Mid Growth |
| COIIX | Calvert International Opportunities I | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Foreign Small/Mid Growth |
| COIRX | Calvert International Opportunities R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Foreign Small/Mid Growth |
| CAMZX | Cambiar Small Cap Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Blend |
| CAMSX | Cambiar Small Cap Inv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Blend |
| CAMUX | Cambiar SMID Institutional | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Mid-Cap Blend |
| CAMMX | Cambiar SMID Investor | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Mid-Cap Blend |
| EYLD | Cambria Emerging Shareholder Yield ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Diversified Emerging Mkts |
| BLDG | Cambria Global Real Estate ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| GVAL | Cambria Global Value ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Foreign Small/Mid Value |
| CCSO | Carbon Collective Climate Sol US Eq ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 3 | 0 | V | Mid-Cap Growth |
| CSSAX | Carillon Chartwell Small Cap A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| CSSJX | Carillon Chartwell Small Cap C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| UMBHX | Carillon Chartwell Small Cap I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| CSSVX | Carillon Chartwell Small Cap R-6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| MLXAX | Catalyst Energy Infrastructure A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Energy Limited Partnership |
| MLXCX | Catalyst Energy Infrastructure C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Energy Limited Partnership |
| MLXIX | Catalyst Energy Infrastructure I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Energy Limited Partnership |
| CEMIX | Causeway Emerging Markets Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| CEMVX | Causeway Emerging Markets Investor | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| CCCAX | Center Coast Brookfield Midstream Foc A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Energy Limited Partnership |
| CCCCX | Center Coast Brookfield Midstream Foc C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Energy Limited Partnership |
| CCCNX | Center Coast Brookfield Midstream Foc I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Energy Limited Partnership |
| DHINX | Centre Global Infrastructure Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Infrastructure |
| DHIVX | Centre Global Infrastructure Investor | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Infrastructure |
| CIPSX | Champlain Small Company Adv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| CIPNX | Champlain Small Company Institutional | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| CIPTX | Champlain Strategic Focus Institutional | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Mid-Cap Growth |
| AWMIX | CIBC Atlas Mid Cap Equity Institutional | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Mid-Cap Growth |
| CFMDX | Clarkston Founders Founders | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Mid-Cap Value |
| CIMDX | Clarkston Founders Institutional | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Mid-Cap Value |
| CILGX | Clarkston Institutional | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Mid-Cap Value |
| CFSMX | Clarkston Partners Founders | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Mid-Cap Value |
| CISMX | Clarkston Partners Institutional | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Mid-Cap Value |
| RGAVX | ClearBridge Global Infrastructure Inc A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Infrastructure |
| CBGAX | ClearBridge Global Infrastructure Inc C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Infrastructure |
| RGIVX | ClearBridge Global Infrastructure Inc I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Infrastructure |
| RGSVX | ClearBridge Global Infrastructure Inc IS | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Infrastructure |
| LMPMX | ClearBridge Small Cap Growth 1 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Small Growth |
| SASMX | ClearBridge Small Cap Growth A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Small Growth |
| SCSMX | ClearBridge Small Cap Growth C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Small Growth |
| LMPSX | ClearBridge Small Cap Growth FI | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Small Growth |
| SBPYX | ClearBridge Small Cap Growth I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Small Growth |
| LMOIX | ClearBridge Small Cap Growth IS | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Small Growth |
| LMPOX | ClearBridge Small Cap Growth R | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Small Growth |
| INFR | ClearBridge Sustainable Infras ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Infrastructure |
| CBSE | Clough Select Equity ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Small/Mid Stock |
| CSUAX | Cohen & Steers Global Infrastructure A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Infrastructure |
| CSUCX | Cohen & Steers Global Infrastructure C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Infrastructure |
| CSUIX | Cohen & Steers Global Infrastructure I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Infrastructure |
| CSURX | Cohen & Steers Global Infrastructure R | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Infrastructure |
| CSUZX | Cohen & Steers Global Infrastructure Z | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Infrastructure |
| CSFAX | Cohen & Steers Global Realty A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| CSFCX | Cohen & Steers Global Realty C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| CSSPX | Cohen & Steers Global Realty I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| GRSRX | Cohen & Steers Global Realty R | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| CSFZX | Cohen & Steers Global Realty Z | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| CSRIX | Cohen & Steers Instl Realty Shares | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| IRFAX | Cohen & Steers International Realty A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| IRFCX | Cohen & Steers International Realty C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| IRFIX | Cohen & Steers International Realty I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| IRFRX | Cohen & Steers International Realty R | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| IRFZX | Cohen & Steers International Realty Z | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| CSEIX | Cohen & Steers Real Estate Securities A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| CSCIX | Cohen & Steers Real Estate Securities C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| CREFX | Cohen & Steers Real Estate Securities F | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| CSDIX | Cohen & Steers Real Estate Securities I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| CIRRX | Cohen & Steers Real Estate Securities R | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| CSZIX | Cohen & Steers Real Estate Securities Z | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| CSJAX | Cohen & Steers Realty Shares A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| CSJCX | Cohen & Steers Realty Shares C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| CSJIX | Cohen & Steers Realty Shares I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| CSRSX | Cohen & Steers Realty Shares L | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| CSJRX | Cohen & Steers Realty Shares R | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| CSJZX | Cohen & Steers Realty Shares Z | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| CESGX | Coho Relative Value ESG | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | V | Large Value |
| LAIAX | Columbia Acorn International A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
| ACINX | Columbia Acorn International Inst | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
| CAIRX | Columbia Acorn International Inst2 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
| CCYIX | Columbia Acorn International Inst3 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
| CCIDX | Columbia Acorn International S | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
| XCEM | Columbia EM Core ex-China ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| EEMAX | Columbia Emerging Markets A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| EEMCX | Columbia Emerging Markets C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| UMEMX | Columbia Emerging Markets Inst | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| CEKRX | Columbia Emerging Markets Inst2 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| CEKYX | Columbia Emerging Markets Inst3 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| UMEBX | Columbia Emerging Markets S | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| NGCAX | Columbia Greater China A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
| LNGZX | Columbia Greater China Inst | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
| CGCYX | Columbia Greater China Inst3 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
| INCO | Columbia India Consumer ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | India Equity |
| CSVAX | Columbia International Div Inc A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Foreign Large Value |
| CSVFX | Columbia International Div Inc Inst | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Foreign Large Value |
| CADPX | Columbia International Div Inc Inst2 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Foreign Large Value |
| CLSYX | Columbia International Div Inc Inst3 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Foreign Large Value |
| CSVEX | Columbia International Div Inc S | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Foreign Large Value |
| PISLX | Columbia Pyrford International Stck Inst | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Foreign Large Value |
| PISOX | Columbia Pyrford International Stk Ins 2 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Foreign Large Value |
| PISQX | Columbia Pyrford International Stk Ins 3 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Foreign Large Value |
| PISDX | Columbia Pyrford International Stock A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Foreign Large Value |
| PISJX | Columbia Pyrford International Stock R | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Foreign Large Value |
| CREAX | Columbia Real Estate Equity A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| CREEX | Columbia Real Estate Equity Inst | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| CRRVX | Columbia Real Estate Equity Inst2 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| CREYX | Columbia Real Estate Equity Inst3 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| CREHX | Columbia Real Estate Equity S | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| CRED | Columbia Research Enhanced Rl Estt ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| SSCVX | Columbia Select Small Cap Value A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Small Value |
| CSSZX | Columbia Select Small Cap Value Inst | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Small Value |
| SSVIX | Columbia Select Small Cap Value Inst2 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Small Value |
| CSSYX | Columbia Select Small Cap Value Inst3 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Small Value |
| CAFRX | Commonwealth Africa | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Miscellaneous Region |
| CNZLX | Commonwealth Australia/New Zealand | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Miscellaneous Region |
| CNJFX | Commonwealth Japan | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Japan Stock |
| CGV | Conductor Global Equity Value ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Foreign Small/Mid Value |
| CMIRX | Conestoga Discovery Institutional | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| CMCMX | Conestoga Discovery Investors | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| CCMAX | Conestoga Mid Cap Institutional | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Mid-Cap Growth |
| CCMMX | Conestoga Mid Cap Investors | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Mid-Cap Growth |
| CCALX | Conestoga Small Cap Institutional | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| CCASX | Conestoga Small Cap Investors | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| CSMCX | Congress Small Cap Growth Institutional | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Small Growth |
| CSMVX | Congress Small Cap Growth Retail | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Small Growth |
| CSMD | Congress SMid Growth ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Mid-Cap Growth |
| CISAX | Copeland International Small Cap A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
| CSIIX | Copeland International Small Cap I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
| CGRO | CoreValues Alpha Greater China Gr ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | China Region |
| CRIEX | CRM All Cap Value Inst | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Mid-Cap Blend |
| CRMEX | CRM All Cap Value Inv | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Mid-Cap Blend |
| CRISX | CRM Small Cap Value Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Small Blend |
| CRMSX | CRM Small Cap Value Inv | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Small Blend |
| MRASX | Cromwell CenterSquare Real Estate Inst | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| MRESX | Cromwell CenterSquare Real Estate Inv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| CFGIX | Cromwell Foresight Glbl Sust InfrasInstl | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Infrastructure |
| SPC | CrossingBridge Pre-Merger SPAC ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Financial |
| CEMGX | Cullen Emerging Markets High Div C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| CEMFX | Cullen Emerging Markets High Div I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| CEMDX | Cullen Emerging Markets High Div Retail | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| DSCPX | Davenport Small Cap Focus | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Small Blend |
| DILAX | Davis International A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Large Blend |
| DILCX | Davis International C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Large Blend |
| DILYX | Davis International Y | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Large Blend |
| RPFRX | Davis Real Estate A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| DRECX | Davis Real Estate C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| DREYX | Davis Real Estate Y | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| SIXG | Defiance Connective Technologies ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Technology |
| CRUZ | Defiance Hotel, Airline, and Cruise ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Consumer Cyclical |
| HDRO | Defiance Next Gen H2 ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Equity Energy |
| DFMGX | DF Dent Midcap Growth Institutional | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Mid-Cap Growth |
| DFMLX | DF Dent Midcap Growth Institutional Plus | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Mid-Cap Growth |
| DFDMX | DF Dent Midcap Growth Investor | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Mid-Cap Growth |
| DFSGX | DF Dent Small Cap Growth Institutional | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| DFDSX | DF Dent Small Cap Growth Investor | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| DFRSX | DFA Asia Pacific Small Company I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Miscellaneous Region |
| DESIX | DFA Em Mkts Sustnby Cor 1 Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 12 | 0 | V | Diversified Emerging Mkts |
| DFGEX | DFA Global Real Estate Securities Port | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| DFITX | DFA International Real Estate Sec I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| DFJSX | DFA Japanese Small Company I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Japan Stock |
| DFREX | DFA Real Estate Securities I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| DHIIX | Diamond Hill International I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Foreign Large Blend |
| DHIAX | Diamond Hill International Inv | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Foreign Large Blend |
| DHIYX | Diamond Hill International Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Foreign Large Blend |
| DHSIX | Diamond Hill Small Cap I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Value |
| DHSCX | Diamond Hill Small Cap Inv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Value |
| DHSYX | Diamond Hill Small Cap Y | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Value |
| DEHP | Dimensional Em Mkts High Prof ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 4 | 0 | X | Diversified Emerging Mkts |
| DFSE | Dimensional Emerging Mrkts Sstby Cr 1ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 11 | 0 | V | Diversified Emerging Mkts |
| DFGR | Dimensional Global Real Estate ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| DFAR | Dimensional US Real Estate ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| DGIFX | Disciplined Growth Investors | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Moderately Aggressive Allocation |
| DODFX | Dodge & Cox International Stock I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 2 | X | Foreign Large Value |
| DOXFX | Dodge & Cox International Stock X | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 2 | X | Foreign Large Value |
| DOMOX | Domini Impact International Equity Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 4 | 0 | V | Foreign Large Blend |
| DOMIX | Domini Impact International Equity Inv | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 4 | 0 | V | Foreign Large Blend |
| DOMYX | Domini Impact International Equity Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 4 | 0 | V | Foreign Large Blend |
| LIFEX | Domini Sustainable Solutions Ins | Owns companies we recommend for divestment | 0 | 0 | 2 | 0 | V | Global Small/Mid Stock |
| CAREX | Domini Sustainable Solutions Inv | Owns companies we recommend for divestment | 0 | 0 | 2 | 0 | V | Global Small/Mid Stock |
| DRESX | Driehaus Emerging Markets Small Cap Gr | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| DAEMX | Dunham Emerging Markets Stock A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| DCEMX | Dunham Emerging Markets Stock C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| DNEMX | Dunham Emerging Markets Stock N | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| DAREX | Dunham Real Estate Stock A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| DCREX | Dunham Real Estate Stock C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| DNREX | Dunham Real Estate Stock N | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| SEKAX | DWS Emerging Markets Equity A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| SEKCX | DWS Emerging Markets Equity C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| SEKIX | DWS Emerging Markets Equity Inst | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| SEKRX | DWS Emerging Markets Equity R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| SEMGX | DWS Emerging Markets Equity S | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| SLANX | DWS Latin America Equity A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Latin America Stock |
| SLAPX | DWS Latin America Equity C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Latin America Stock |
| SLARX | DWS Latin America Equity Inst | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Latin America Stock |
| SLAFX | DWS Latin America Equity S | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Latin America Stock |
| TOLLX | DWS RREEF Global Infrastructure A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Infrastructure |
| TOLCX | DWS RREEF Global Infrastructure C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Infrastructure |
| TOLIX | DWS RREEF Global Infrastructure Inst | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Infrastructure |
| TOLZX | DWS RREEF Global Infrastructure R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Infrastructure |
| TOLSX | DWS RREEF Global Infrastructure S | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Infrastructure |
| RRGAX | DWS RREEF Global Real Estate Secc A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| RRGCX | DWS RREEF Global Real Estate Secc C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| RRGIX | DWS RREEF Global Real Estate Secc Inst | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| RRGRX | DWS RREEF Global Real Estate Secc R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| RRGTX | DWS RREEF Global Real Estate Secc S | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| RRRAX | DWS RREEF Real Estate Securities A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| RRRCX | DWS RREEF Real Estate Securities C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| RRRRX | DWS RREEF Real Estate Securities Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| RRRSX | DWS RREEF Real Estate Securities R | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| RRRZX | DWS RREEF Real Estate Securities R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| RRREX | DWS RREEF Real Estate Securities S | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| EGLAX | Eagle Energy Infrastructure A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Energy Limited Partnership |
| EGLCX | Eagle Energy Infrastructure C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Energy Limited Partnership |
| EGLIX | Eagle Energy Infrastructure I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Energy Limited Partnership |
| EGLNX | Eagle Energy Infrastructure N | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Energy Limited Partnership |
| JAREX | Easterly Global Real Estate A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| JACRX | Easterly Global Real Estate C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| JARIX | Easterly Global Real Estate I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| JARSX | Easterly Global Real Estate R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| SNWAX | Easterly Snow Small Cap Value A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Small Value |
| SNWCX | Easterly Snow Small Cap Value C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Small Value |
| SNWIX | Easterly Snow Small Cap Value I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Small Value |
| SNWRX | Easterly Snow Small Cap Value R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Small Value |
| EACOX | Eaton Vance Emerg & Frntr Countrs Eq A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Diversified Emerging Mkts |
| EICOX | Eaton Vance Emerg & Frntr Countrs Eq I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Diversified Emerging Mkts |
| EVCGX | Eaton Vance Greater China Growth A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
| ECCGX | Eaton Vance Greater China Growth C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
| EICGX | Eaton Vance Greater China Growth I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
| ETGIX | Eaton Vance Greater India A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | India Equity |
| ECGIX | Eaton Vance Greater India C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | India Equity |
| EGIIX | Eaton Vance Greater India I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | India Equity |
| EILAX | Eaton Vance International Small-Cap A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
| EILIX | Eaton Vance International Small-Cap I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
| ETHSX | Eaton Vance Worldwide Health Sci A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Health |
| ECHSX | Eaton Vance Worldwide Health Sci C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Health |
| EIHSX | Eaton Vance Worldwide Health Sci I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Health |
| ERHSX | Eaton Vance Worldwide Health Sci R | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Health |
| ECOAX | Ecofin Global Renewables Infras A | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Infrastructure |
| ECOIX | Ecofin Global Renewables Infras Ins | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Infrastructure |
| EIPIX | EIP Growth and Income I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Energy Limited Partnership |
| EIPFX | EIP Growth and Income Investor | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Energy Limited Partnership |
| EGLBX | Elfun International Equity | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Foreign Large Blend |
| HSPGX | Emerald Growth A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Small Growth |
| HSPCX | Emerald Growth C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Small Growth |
| FGROX | Emerald Growth Institutional | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Small Growth |
| FFGRX | Emerald Growth Investor | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Small Growth |
| EMGEX | Emerging Markets Growth Fund F-3 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| EMRGX | Emerging Markets Growth Fund M | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| REFGX | Emerging Markets Growth Fund R-6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| EMCAX | Empiric Class A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Small Growth |
| EMCCX | Empiric Class C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Small Growth |
| MXENX | Empower Emerging Markets Equity Inst | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Diversified Emerging Mkts |
| MXEOX | Empower Emerging Markets Equity Inv | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Diversified Emerging Mkts |
| MXSFX | Empower Real Estate Index Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| MXREX | Empower Real Estate Index Inv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| EMQQ | EMQQ The Emerging Markets Internet ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| EPASX | EP Emerging Markets A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| EPEIX | EP Emerging Markets I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| RITA | ETFB Green SRI REITs ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Real Estate |
| EPGFX | EuroPac Gold A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Precious Metals |
| EPGIX | EuroPac Gold I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Precious Metals |
| EPDPX | EuroPac International Dividend Income A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Large Value |
| EPDIX | EuroPac International Dividend Income I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Large Value |
| ETAEX | Eventide Exponential Technologies A | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Technology |
| ETCEX | Eventide Exponential Technologies C | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Technology |
| ETIEX | Eventide Exponential Technologies I | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Technology |
| ETNEX | Eventide Exponential Technologies N | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Technology |
| ETAHX | Eventide Healthcare & Life Sciences A | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Health |
| ETCHX | Eventide Healthcare & Life Sciences C | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Health |
| ETIHX | Eventide Healthcare & Life Sciences I | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Health |
| ETNHX | Eventide Healthcare & Life Sciences N | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Health |
| LFSC | F/m Emerald Life Sciences Innovation ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Health |
| FAIRX | Fairholme | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Miscellaneous Sector |
| FAMEX | FAM Dividend Focus Fund Investor | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Mid-Cap Blend |
| PIEFX | Federated Hermes Emerging Markets Eq IS | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| FRIEX | Federated Hermes Emerging Markets Eq R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| PMIEX | Federated Hermes International Equity A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Foreign Large Blend |
| PIUCX | Federated Hermes International Equity C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Foreign Large Blend |
| PIUIX | Federated Hermes International Equity IS | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Foreign Large Blend |
| PEIRX | Federated Hermes International Equity R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Foreign Large Blend |
| PIGDX | Federated Hermes International Growth IS | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Foreign Large Growth |
| REIGX | Federated Hermes International Growth R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Foreign Large Growth |
| FIDPX | Federated Hermes Intl Dividend Strategy | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Large Value |
| IVFAX | Federated Hermes Intl Strat Val Div A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Large Value |
| IVFCX | Federated Hermes Intl Strat Val Div C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Large Value |
| IVFIX | Federated Hermes Intl Strat Val Div IS | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Large Value |
| IVFLX | Federated Hermes Intl Strat Val Div R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Large Value |
| QASCX | Federated Hermes MDT Small Cap Core A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Small Blend |
| QCSCX | Federated Hermes MDT Small Cap Core C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Small Blend |
| FSCC | Federated Hermes MDT Small Cap Core ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Small Blend |
| QISCX | Federated Hermes MDT Small Cap Core IS | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Small Blend |
| QLSCX | Federated Hermes MDT Small Cap Core R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Small Blend |
| QASGX | Federated Hermes MDT Small Cap Growth A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 1 | X | Small Growth |
| QCSGX | Federated Hermes MDT Small Cap Growth C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 1 | X | Small Growth |
| QISGX | Federated Hermes MDT Small Cap Growth IS | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 1 | X | Small Growth |
| QLSGX | Federated Hermes MDT Small Cap Growth R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 1 | X | Small Growth |
| FHEQX | Federated Hermes SDG Engagement Eq A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | V | Global Small/Mid Stock |
| FHESX | Federated Hermes SDG Engagement Eq IS | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | V | Global Small/Mid Stock |
| FHERX | Federated Hermes SDG Engagement Eq R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | V | Global Small/Mid Stock |
| FBTAX | Fidelity Advisor Biotechnology A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Health |
| FBTCX | Fidelity Advisor Biotechnology C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Health |
| FBTIX | Fidelity Advisor Biotechnology I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Health |
| FBTTX | Fidelity Advisor Biotechnology M | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Health |
| FIJYX | Fidelity Advisor Biotechnology Z | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Health |
| FHKAX | Fidelity Advisor China Region A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
| FCHKX | Fidelity Advisor China Region C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
| FHKIX | Fidelity Advisor China Region I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
| FHKTX | Fidelity Advisor China Region M | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
| FIQFX | Fidelity Advisor China Region Z | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
| FEDAX | Fidelity Advisor Emerg Mkts Discv A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| FEDGX | Fidelity Advisor Emerg Mkts Discv C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| FEDIX | Fidelity Advisor Emerg Mkts Discv I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| FEDTX | Fidelity Advisor Emerg Mkts Discv M | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| FIQGX | Fidelity Advisor Emerg Mkts Discv Z | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| FEAAX | Fidelity Advisor Emerging Asia A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Pacific/Asia ex-Japan Stk |
| FERCX | Fidelity Advisor Emerging Asia C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Pacific/Asia ex-Japan Stk |
| FERIX | Fidelity Advisor Emerging Asia I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Pacific/Asia ex-Japan Stk |
| FEATX | Fidelity Advisor Emerging Asia M | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Pacific/Asia ex-Japan Stk |
| FIQPX | Fidelity Advisor Emerging Asia Z | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Pacific/Asia ex-Japan Stk |
| FEDMX | Fidelity Advisor Emerging Markets A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| FEMMX | Fidelity Advisor Emerging Markets C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| FECMX | Fidelity Advisor Emerging Markets I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| FEQMX | Fidelity Advisor Emerging Markets M | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| FZEMX | Fidelity Advisor Emerging Markets Z | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| FAMKX | Fidelity Advisor Focused Em Mkts A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| FMCKX | Fidelity Advisor Focused Em Mkts C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| FIMKX | Fidelity Advisor Focused Em Mkts I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| FTMKX | Fidelity Advisor Focused Em Mkts M | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| FZAEX | Fidelity Advisor Focused Em Mkts Z | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| FWRAX | Fidelity Advisor Global Real Estate A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| FWRCX | Fidelity Advisor Global Real Estate C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| FWRIX | Fidelity Advisor Global Real Estate I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| FWRTX | Fidelity Advisor Global Real Estate M | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| FIKKX | Fidelity Advisor Global Real Estate Z | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| FGDAX | Fidelity Advisor Gold A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Precious Metals |
| FGDCX | Fidelity Advisor Gold C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Precious Metals |
| FGDIX | Fidelity Advisor Gold I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Precious Metals |
| FGDTX | Fidelity Advisor Gold M | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Precious Metals |
| FIJDX | Fidelity Advisor Gold Z | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Precious Metals |
| FACDX | Fidelity Advisor Health Care A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Health |
| FHCCX | Fidelity Advisor Health Care C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Health |
| FHCIX | Fidelity Advisor Health Care I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Health |
| FACTX | Fidelity Advisor Health Care M | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Health |
| FIKCX | Fidelity Advisor Health Care Z | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Health |
| FIRAX | Fidelity Advisor Intl Real Estate A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Global Real Estate |
| FIRCX | Fidelity Advisor Intl Real Estate C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Global Real Estate |
| FIRIX | Fidelity Advisor Intl Real Estate I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Global Real Estate |
| FIRTX | Fidelity Advisor Intl Real Estate M | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Global Real Estate |
| FIKLX | Fidelity Advisor Intl Real Estate Z | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Global Real Estate |
| FOPAX | Fidelity Advisor Intl Sm Cap Opps A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
| FOPCX | Fidelity Advisor Intl Sm Cap Opps C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
| FOPIX | Fidelity Advisor Intl Sm Cap Opps I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
| FOPTX | Fidelity Advisor Intl Sm Cap Opps M | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
| FIQJX | Fidelity Advisor Intl Sm Cap Opps Z | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
| FIASX | Fidelity Advisor Intl Small Cap A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Blend |
| FICSX | Fidelity Advisor Intl Small Cap C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Blend |
| FIXIX | Fidelity Advisor Intl Small Cap I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Blend |
| FTISX | Fidelity Advisor Intl Small Cap M | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Blend |
| FIQIX | Fidelity Advisor Intl Small Cap Z | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Blend |
| FPJAX | Fidelity Advisor Japan A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 1 | X | Japan Stock |
| FJPCX | Fidelity Advisor Japan C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 1 | X | Japan Stock |
| FJPIX | Fidelity Advisor Japan I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 1 | X | Japan Stock |
| FJPTX | Fidelity Advisor Japan M | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 1 | X | Japan Stock |
| FIQLX | Fidelity Advisor Japan Z | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 1 | X | Japan Stock |
| FMFAX | Fidelity Advisor Materials A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Natural Resources |
| FMFCX | Fidelity Advisor Materials C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Natural Resources |
| FMFEX | Fidelity Advisor Materials I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Natural Resources |
| FMFTX | Fidelity Advisor Materials M | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Natural Resources |
| FIJFX | Fidelity Advisor Materials Z | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Natural Resources |
| FHEAX | Fidelity Advisor Real Estate A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| FHECX | Fidelity Advisor Real Estate C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| FHEIX | Fidelity Advisor Real Estate I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| FHETX | Fidelity Advisor Real Estate M | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| FIKJX | Fidelity Advisor Real Estate Z | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| FELAX | Fidelity Advisor Semiconductors A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Technology |
| FELCX | Fidelity Advisor Semiconductors C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Technology |
| FELIX | Fidelity Advisor Semiconductors I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Technology |
| FELTX | Fidelity Advisor Semiconductors M | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Technology |
| FIKGX | Fidelity Advisor Semiconductors Z | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Technology |
| FSWAX | Fidelity Advisor Sustainable EM Eq A | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Diversified Emerging Mkts |
| FSYKX | Fidelity Advisor Sustainable EM Eq C | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Diversified Emerging Mkts |
| FSZIX | Fidelity Advisor Sustainable EM Eq I | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Diversified Emerging Mkts |
| FSYNX | Fidelity Advisor Sustainable EM Eq M | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Diversified Emerging Mkts |
| FSZZX | Fidelity Advisor Sustainable EM Eq Z | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Diversified Emerging Mkts |
| FSQAX | Fidelity Advisor Sustainable Intl Eq A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 4 | 1 | V | Foreign Large Blend |
| FSYCX | Fidelity Advisor Sustainable Intl Eq C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 4 | 1 | V | Foreign Large Blend |
| FSQIX | Fidelity Advisor Sustainable Intl Eq I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 4 | 1 | V | Foreign Large Blend |
| FSYMX | Fidelity Advisor Sustainable Intl Eq M | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 4 | 1 | V | Foreign Large Blend |
| FSQZX | Fidelity Advisor Sustainable Intl Eq Z | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 4 | 1 | V | Foreign Large Blend |
| FTUAX | Fidelity Advisor Telecommunications A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Communications |
| FTUCX | Fidelity Advisor Telecommunications C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Communications |
| FTUIX | Fidelity Advisor Telecommunications I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Communications |
| FTUTX | Fidelity Advisor Telecommunications M | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Communications |
| FIJGX | Fidelity Advisor Telecommunications Z | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Communications |
| FUGAX | Fidelity Advisor Utilities A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Utilities |
| FUGCX | Fidelity Advisor Utilities C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Utilities |
| FUGIX | Fidelity Advisor Utilities I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Utilities |
| FAUFX | Fidelity Advisor Utilities M | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Utilities |
| FIKIX | Fidelity Advisor Utilities Z | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Utilities |
| FHKCX | Fidelity China Region | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
| FDHT | Fidelity Digital Health ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Health |
| FDFF | Fidelity Disruptive Finance ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Financial |
| FMED | Fidelity Disruptive Medicine ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Health |
| FDRV | Fidelity Elctrc Vhcls & Ftr Trnsptn ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Global Large-Stock Growth |
| FSEAX | Fidelity Emerging Asia | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Pacific/Asia ex-Japan Stk |
| FEDDX | Fidelity Emerging Markets Discovery | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| FEMKX | Fidelity Emerging Markets Fund | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| FKEMX | Fidelity Emerging Markets K | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| FDEM | Fidelity Emerging Markets Mltfct ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Diversified Emerging Mkts |
| FEMR | Fidelity Enhanced Emerging Markets ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| FNSTX | Fidelity Infrastructure | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Infrastructure |
| FISMX | Fidelity International Small Cap | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Blend |
| FSCOX | Fidelity International Small Cap Opp | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
| FIREX | Fidelity Intl Real Estate | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Global Real Estate |
| FJPNX | Fidelity Japan | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 1 | X | Japan Stock |
| FJSCX | Fidelity Japan Smaller Companies | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Japan Stock |
| FMAT | Fidelity MSCI Materials ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Natural Resources |
| FREL | Fidelity MSCI Real Estate ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| FNORX | Fidelity Nordic | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Miscellaneous Region |
| FPBFX | Fidelity Pacific Basin | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Diversified Pacific/Asia |
| FSRNX | Fidelity Real Estate Index | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| FPRO | Fidelity Real Estate Investment ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| FRESX | Fidelity Real Estate Investment Port | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| FGKPX | Fidelity SAI Em Mkts Lw Vol Idx | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| FSJPX | Fidelity SAI Japan Stock Index | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 6 | 3 | X | Japan Stock |
| FSRJX | Fidelity SAI Real Estate Fund | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| FESIX | Fidelity SAI Real Estate Index | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| FSSGX | Fidelity SAI Sustainable Em Markets Eq | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Diversified Emerging Mkts |
| FSSEX | Fidelity SAI Sustainable Intl Eq | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 4 | 1 | V | Foreign Large Blend |
| FBIOX | Fidelity Select Biotechnology | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Health |
| FSCHX | Fidelity Select Chemicals | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Natural Resources |
| FSHOX | Fidelity Select Construction & Housing | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Consumer Cyclical |
| FSVLX | Fidelity Select Fintech Port | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Financial |
| FSAGX | Fidelity Select Gold | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Precious Metals |
| FSPHX | Fidelity Select Health Care | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Health |
| FSPCX | Fidelity Select Insurance Port | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Financial |
| FSDPX | Fidelity Select Materials | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Natural Resources |
| FSMEX | Fidelity Select Medical Tech and Devcs | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Health |
| FPHAX | Fidelity Select Pharmaceuticals Port | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Health |
| FSELX | Fidelity Select Semiconductors | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Technology |
| FSTCX | Fidelity Select Telecommunications Port | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Communications |
| FSUTX | Fidelity Select Utilities | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Utilities |
| FHKFX | Fidelity Series Emerging Markets | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| FSTSX | Fidelity Series International Sm Cap | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Foreign Small/Mid Growth |
| FEMYX | Fidelity Series Sustainable Emerg Mkts | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Diversified Emerging Mkts |
| FSYJX | Fidelity Sustainable Emerging Markets Eq | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Diversified Emerging Mkts |
| FSYRX | Fidelity Sustainable International Eq | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 4 | 1 | V | Foreign Large Blend |
| FIUIX | Fidelity Telecom and Utilities | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Utilities |
| FERAX | First Eagle Global Real Assets A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Global Allocation |
| FEREX | First Eagle Global Real Assets I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Global Allocation |
| FERRX | First Eagle Global Real Assets R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Global Allocation |
| SGGDX | First Eagle Gold A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Precious Metals |
| FEGOX | First Eagle Gold C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Precious Metals |
| FEGIX | First Eagle Gold I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Precious Metals |
| FEURX | First Eagle Gold R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Precious Metals |
| FLIAX | First Sentier American Listed Infras Ins | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Infrastructure |
| FLIIX | First Sentier Global Listed Infras I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Infrastructure |
| DTRE | First Trust Alerian Dsrupt Tech RE ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| FPA | First Trust AsiaPac ex-Jpn AlphaDEX® ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Pacific/Asia ex-Japan Stk |
| FBZ | First Trust Brazil AlphaDEX® ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Latin America Stock |
| FCA | First Trust China AlphaDEX® ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
| FDNI | First Trust Dow Jones Intl Intnt ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| ECLN | First Trust EIP Carbon Impact ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | V | Utilities |
| FEMS | First Trust Emerg Mkts SC AlphaDEX® ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| HDMV | First Trust Hrzn MgdVolatil Dev Intl ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Foreign Large Value |
| FCEF | First Trust Income Opportunity ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Allocation |
| FTW | First Trust India NIFTY 50 Equal Wtd ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | India Equity |
| FTRI | First Trust Indxx Glbl Natrl Res Inc ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Natural Resources |
| FTAG | First Trust Indxx Global Agriculture ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 3 | 0 | X | Natural Resources |
| MDEV | First Trust Indxx Global Mdcl Dvcs ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Health |
| FJP | First Trust Japan AlphaDEX® ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 6 | 2 | X | Japan Stock |
| FXZ | First Trust Materials AlphaDEX® ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Natural Resources |
| FNY | First Trust Mid Cap Growth AlphaDEX® ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 2 | X | Mid-Cap Growth |
| EKG | First Trust Nasdaq Lux Dgtl Hlth SoluETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Health |
| FTXL | First Trust Nasdaq Semiconductor ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Technology |
| QABA | First Trust NASDAQ® ABA Community Bk ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Financial |
| QCLN | First Trust NASDAQ® Cln Edge® GrnEngyETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | V | Miscellaneous Sector |
| FCG | First Trust Natural Gas ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Energy |
| EMLP | First Trust North Amer Engy InfrasETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Energy Limited Partnership |
| FBT | First Trust NYSE Arca Biotech ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Health |
| FID | First Trust S&P Int Div Aristocrats ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Large Value |
| FRI | First Trust S&P REIT ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| BNGE | First Trust S-Network Strmng & Gmng ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Communications |
| FSZ | First Trust Switzerland AlphaDEX® ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Miscellaneous Region |
| FXU | First Trust Utilities AlphaDEX® ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Utilities |
| WCME | First Trust WCM Devpg Wld Eq ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| WCMI | First Trust WCM International Equity ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Foreign Large Blend |
| FOVAX | First Trust/Confluence Small Cap Val A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Small Blend |
| FOVCX | First Trust/Confluence Small Cap Val C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Small Blend |
| FOVIX | First Trust/Confluence Small Cap Val I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Small Blend |
| IUSCX | Fisher IIG US Sm Cap Eq | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Small Growth |
| QLVE | FlexShares EMs Quality Lw Vol ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| FMQQ | FMQQ The Next Frontier Internet ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| DRISX | Foundry Partners Sm Cp Val Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Small Value |
| DRSVX | Foundry Partnersl Sm Cp Val Inv | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Small Value |
| FBDIX | Franklin Biotechnology Discovery A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Health |
| FTDZX | Franklin Biotechnology Discovery Adv | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Health |
| FBTDX | Franklin Biotechnology Discovery C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Health |
| FRBRX | Franklin Biotechnology Discovery R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Health |
| FCEEX | Franklin Emerging Market Core Equity Adv | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| DIEM | Franklin Emerging Mkt Core Div TltIdxETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Diversified Emerging Mkts |
| FLAU | Franklin FTSE Australia ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Miscellaneous Region |
| FLBR | Franklin FTSE Brazil ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Latin America Stock |
| FLHK | Franklin FTSE Hong Kong ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
| FLIN | Franklin FTSE India ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | India Equity |
| FLJP | Franklin FTSE Japan ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 7 | 3 | X | Japan Stock |
| FLJH | Franklin FTSE Japan Hedged ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 7 | 3 | X | Japan Stock |
| FLSA | Franklin FTSE Saudi Arabia ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Miscellaneous Region |
| FLKR | Franklin FTSE South Korea ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 5 | 0 | X | Miscellaneous Region |
| FLTW | Franklin FTSE Taiwan ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
| HELX | Franklin Genomic Advancements ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Health |
| FKRCX | Franklin Gold and Precious Metals A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Precious Metals |
| FGADX | Franklin Gold and Precious Metals Adv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Precious Metals |
| FRGOX | Franklin Gold and Precious Metals C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Precious Metals |
| FGPMX | Franklin Gold and Precious Metals R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Precious Metals |
| FRMCX | Franklin Mutual Small-Mid Cap Val A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Value |
| FVRMX | Franklin Mutual Small-Mid Cap Val Adv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Value |
| FMCVX | Franklin Mutual Small-Mid Cap Val R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Value |
| FREEX | Franklin Real Estate Securities A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| FRLAX | Franklin Real Estate Securities Adv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| FRRSX | Franklin Real Estate Securities C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| FSERX | Franklin Real Estate Securities R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| FRVLX | Franklin Small Cap Value A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Small Value |
| FVADX | Franklin Small Cap Value Adv | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Small Value |
| FRVFX | Franklin Small Cap Value C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Small Value |
| FVFRX | Franklin Small Cap Value R | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Small Value |
| FRCSX | Franklin Small Cap Value R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Small Value |
| FQEMX | Franklin Templeton SMACS: Series EM | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| FKUQX | Franklin Utilities A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Utilities |
| FKUTX | Franklin Utilities A1 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Utilities |
| FRUAX | Franklin Utilities Adv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Utilities |
| FRUSX | Franklin Utilities C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Utilities |
| FRURX | Franklin Utilities R | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Utilities |
| FUFRX | Franklin Utilities R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Utilities |
| FMGIX | Frontier MFG Core Infrastructure Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Infrastructure |
| FCIVX | Frontier MFG Core Infrastructure Service | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Infrastructure |
| FTHF | FT EM Human Flourishing ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| FTZIX | FullerThaler Behavrl Uncnstd Eq | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Mid-Cap Blend |
| FTMSX | FullerThaler Behvrl Mcr-Cp Eq Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Value |
| FTZAX | FullerThaler Behvrll Uncnstd Eq A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Mid-Cap Blend |
| FTZCX | FullerThaler Behvrll Uncnstd Eq C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Mid-Cap Blend |
| FTZFX | FullerThaler Behvrll Uncnstd Eq R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Mid-Cap Blend |
| NETL | Fundamental Income Net Lease Rl Estt ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| GGFSX | Gabelli Global Financial Services A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Financial |
| GAFSX | Gabelli Global Financial Services AAA | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Financial |
| GCFSX | Gabelli Global Financial Services C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Financial |
| GFSIX | Gabelli Global Financial Services I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Financial |
| GMNAX | Gabelli Global Mini Mites A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Value |
| GAMNX | Gabelli Global Mini Mites AAA | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Value |
| GMNCX | Gabelli Global Mini Mites C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Value |
| GGMMX | Gabelli Global Mini Mites I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Value |
| GLDAX | Gabelli Gold A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Precious Metals |
| GOLDX | Gabelli Gold AAA | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Precious Metals |
| GLDCX | Gabelli Gold C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Precious Metals |
| GLDIX | Gabelli Gold I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Precious Metals |
| GOCAX | Gabelli International Small Cap A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
| GABOX | Gabelli International Small Cap AAA | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
| GGLCX | Gabelli International Small Cap C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
| GLOIX | Gabelli International Small Cap I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
| MOGLX | Gabelli Media Mogul | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Communications |
| MLGLX | Gabelli Media Mogul A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Communications |
| GQSCX | Glenmede Disciplined US Small Cap Eq Ptf | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Small Value |
| AGNG | Global X Aging Population ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Health |
| BKCH | Global X Blockchain ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Financial |
| BRAZ | Global X Brazil Active ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Latin America Stock |
| AQWA | Global X Clean Water ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Natural Resources |
| CTEC | Global X CleanTech ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 3 | 0 | V | Global Small/Mid Stock |
| COPX | Global X Copper Miners ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Natural Resources |
| BUG | Global X Cybersecurity ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Technology |
| DTCR | Global X Data Center & Dgtl Infrs ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| DMAT | Global X Disruptive Materials ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Natural Resources |
| EMM | Global X Emerging Markets ex-China ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| EMC | Global X Emerging Mkts Great Cnsmr ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| FINX | Global X FinTech ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Technology |
| ASEA | Global X FTSE Southeast Asia ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Pacific/Asia ex-Japan Stk |
| GNOM | Global X Genomics & Biotechnology ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Health |
| GOEX | Global X Gold Explorers ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Precious Metals |
| HYDR | Global X Hydrogen ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | V | Miscellaneous Sector |
| NDIA | Global X India Active ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | India Equity |
| LIT | Global X Lithium & Battery Tech ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Natural Resources |
| MLPX | Global X MLP & Energy Infrastructure ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Energy Limited Partnership |
| MLPA | Global X MLP ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Energy Limited Partnership |
| ARGT | Global X MSCI Argentina ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Miscellaneous Region |
| CHIQ | Global X MSCI China Consumer Disc ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
| GXG | Global X MSCI Colombia ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Miscellaneous Region |
| GREK | Global X MSCI Greece ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Miscellaneous Region |
| NORW | Global X MSCI Norway ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Miscellaneous Region |
| EFAS | Global X MSCI SuperDividend® EAFE ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Foreign Large Value |
| SDEM | Global X MSCI SuperDividend® Em Mkts ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| VNAM | Global X MSCI Vietnam ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Miscellaneous Region |
| PTEC | Global X PropTech ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Miscellaneous Sector |
| BOTZ | Global X Robotics & Artfcl Intllgnc ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Miscellaneous Sector |
| SIL | Global X Silver Miners ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Precious Metals |
| RAYS | Global X Solar ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 4 | 0 | V | Miscellaneous Sector |
| SRET | Global X SuperDividend® REIT ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| EDOC | Global X Telemedicine & Digital Hlth ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Health |
| ZAP | Global X U.S. Electrification ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Energy |
| URA | Global X Uranium ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Natural Resources |
| HERO | Global X Video Games & Esports ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Communications |
| WNDY | Global X Wind Energy ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Miscellaneous Sector |
| GCCLX | GMO Climate Change I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 3 | 0 | V | Global Small/Mid Stock |
| GCCHX | GMO Climate Change III | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 3 | 0 | V | Global Small/Mid Stock |
| GCCAX | GMO Climate Change R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 3 | 0 | V | Global Small/Mid Stock |
| GMAUX | GMO Emerging Markets ex-China III | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| GMAQX | GMO Emerging Markets ex-China VI | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| GEMEX | GMO Emerging Markets I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| GMEMX | GMO Emerging Markets II | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| GMOEX | GMO Emerging Markets III | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| GEMNX | GMO Emerging Markets R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| GEMMX | GMO Emerging Markets VI | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| QLTI | GMO International Quality ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Large Value |
| GEACX | GMO Resources I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Natural Resources |
| GOFIX | GMO Resources III | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Natural Resources |
| GOVIX | GMO Resources IV | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Natural Resources |
| GAAHX | GMO Resources R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Natural Resources |
| GMOWX | GMO Resources VI | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Natural Resources |
| GMIIX | GMO-Usonian Japan Value Creation I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Japan Stock |
| GMAKX | GMO-Usonian Japan Value Creation III | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Japan Stock |
| GMAHX | GMO-Usonian Japan Value Creation VI | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Japan Stock |
| GRHIX | Goehring & Rozencwajg Resources Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Natural Resources |
| GRHAX | Goehring & Rozencwajg Resources Retail | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Natural Resources |
| GSJY | Goldman Sachs ActiveBeta® Japan Eq ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 5 | 3 | X | Japan Stock |
| GSAGX | Goldman Sachs China Equity A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
| GSACX | Goldman Sachs China Equity C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
| GSAIX | Goldman Sachs China Equity Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
| GSAEX | Goldman Sachs China Equity Inv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
| GMEPX | Goldman Sachs China Equity P | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
| GSAFX | Goldman Sachs China Equity R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
| GCEBX | Goldman Sachs Clean Energy Income A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | V | Miscellaneous Sector |
| GCEGX | Goldman Sachs Clean Energy Income C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | V | Miscellaneous Sector |
| GCEDX | Goldman Sachs Clean Energy Income Ins | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | V | Miscellaneous Sector |
| GCEJX | Goldman Sachs Clean Energy Income Inv | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | V | Miscellaneous Sector |
| GCEPX | Goldman Sachs Clean Energy Income P | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | V | Miscellaneous Sector |
| GCEEX | Goldman Sachs Clean Energy Income R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | V | Miscellaneous Sector |
| GERAX | Goldman Sachs Em Mkts Eq Insghts A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 3 | 0 | X | Diversified Emerging Mkts |
| GERCX | Goldman Sachs Em Mkts Eq Insghts C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 3 | 0 | X | Diversified Emerging Mkts |
| GERIX | Goldman Sachs Em Mkts Eq Insghts Intl | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 3 | 0 | X | Diversified Emerging Mkts |
| GIRPX | Goldman Sachs Em Mkts Eq Insghts Inv | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 3 | 0 | X | Diversified Emerging Mkts |
| GAGPX | Goldman Sachs Em Mkts Eq Insghts P | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 3 | 0 | X | Diversified Emerging Mkts |
| GRRPX | Goldman Sachs Em Mkts Eq Insghts R | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 3 | 0 | X | Diversified Emerging Mkts |
| GERUX | Goldman Sachs Em Mkts Eq Insghts R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 3 | 0 | X | Diversified Emerging Mkts |
| GEMAX | Goldman Sachs Emerging Markets Eq A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| GEMCX | Goldman Sachs Emerging Markets Eq C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| GEMIX | Goldman Sachs Emerging Markets Eq Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| GIRMX | Goldman Sachs Emerging Markets Eq Inv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| GAHPX | Goldman Sachs Emerging Markets Eq P | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| GEMUX | Goldman Sachs Emerging Markets Eq R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| GEMSX | Goldman Sachs Emerging Markets Eq Svc | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| GEMWX | Goldman Sachs Emerging Mkt Eq ex. Chn R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| GEMJX | Goldman Sachs Emerging Mkt Eq ex. ChnIns | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| GEMOX | Goldman Sachs Emerging Mkt Eq ex. ChnInv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| GEMHX | Goldman Sachs Emerging Mkts Eq ex. Chn A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| GEMLX | Goldman Sachs Emerging Mkts Eq ex. Chn C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| GEMPX | Goldman Sachs Emerging Mkts Eq ex. Chn P | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| GEMQX | Goldman Sachs Emerging Mkts Eq ex. Chn R | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| GEBAX | Goldman Sachs ESG Em Mkts Eq A | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Diversified Emerging Mkts |
| GEBCX | Goldman Sachs ESG Em Mkts Eq C | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Diversified Emerging Mkts |
| GEBIX | Goldman Sachs ESG Em Mkts Eq Inst | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Diversified Emerging Mkts |
| GEBNX | Goldman Sachs ESG Em Mkts Eq Inv | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Diversified Emerging Mkts |
| GEPPX | Goldman Sachs ESG Em Mkts Eq P | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Diversified Emerging Mkts |
| GEBRX | Goldman Sachs ESG Em Mkts Eq R | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Diversified Emerging Mkts |
| GEBSX | Goldman Sachs ESG Em Mkts Eq R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Diversified Emerging Mkts |
| GDOC | Goldman Sachs Future Health Care Eq ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Health |
| GSFP | Goldman Sachs Future Planet Equity ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | V | Global Large-Stock Growth |
| GGIAX | Goldman Sachs Global Infras A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Infrastructure |
| GGICX | Goldman Sachs Global Infras C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Infrastructure |
| GGIDX | Goldman Sachs Global Infras Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Infrastructure |
| GGINX | Goldman Sachs Global Infras Inv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Infrastructure |
| GGWPX | Goldman Sachs Global Infras P | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Infrastructure |
| GGIJX | Goldman Sachs Global Infras R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Infrastructure |
| GARGX | Goldman Sachs Global Rl Estt Secs A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| GARKX | Goldman Sachs Global Rl Estt Secs C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| GARSX | Goldman Sachs Global Rl Estt Secs Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| GARJX | Goldman Sachs Global Rl Estt Secs Inv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| GGUPX | Goldman Sachs Global Rl Estt Secs P | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| GARVX | Goldman Sachs Global Rl Estt Secs R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| GLPAX | Goldman Sachs MLP Energy Infras A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Energy Limited Partnership |
| GLPCX | Goldman Sachs MLP Energy Infras C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Energy Limited Partnership |
| GMLPX | Goldman Sachs MLP Energy Infras Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Energy Limited Partnership |
| GLPIX | Goldman Sachs MLP Energy Infras Inv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Energy Limited Partnership |
| GMNPX | Goldman Sachs MLP Energy Infras P | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Energy Limited Partnership |
| GLPRX | Goldman Sachs MLP Energy Infras R | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Energy Limited Partnership |
| GLPSX | Goldman Sachs MLP Energy Infras R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Energy Limited Partnership |
| GREAX | Goldman Sachs Real Estate Securities A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| GRECX | Goldman Sachs Real Estate Securities C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| GREIX | Goldman Sachs Real Estate Securities Ins | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| GRETX | Goldman Sachs Real Estate Securities Inv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| GMJPX | Goldman Sachs Real Estate Securities P | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| GRERX | Goldman Sachs Real Estate Securities R | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| GREUX | Goldman Sachs Real Estate Securities R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| GRESX | Goldman Sachs Real Estate Securities Svc | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| GSBDX | Goldman Sachs Small Cap Growth A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| GSBAX | Goldman Sachs Small Cap Growth C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| GSAJX | Goldman Sachs Small Cap Growth Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| GSAHX | Goldman Sachs Small Cap Growth Investor | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| GSADX | Goldman Sachs Small Cap Growth P | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| GSBEX | Goldman Sachs Small Cap Growth R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| GSMAX | Goldman Sachs Small/Mid Cap Growth A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Mid-Cap Growth |
| GSMGX | Goldman Sachs Small/Mid Cap Growth C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Mid-Cap Growth |
| GSMYX | Goldman Sachs Small/Mid Cap Growth Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Mid-Cap Growth |
| GTMTX | Goldman Sachs Small/Mid Cap Growth Inv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Mid-Cap Growth |
| GSWPX | Goldman Sachs Small/Mid Cap Growth P | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Mid-Cap Growth |
| GTMRX | Goldman Sachs Small/Mid Cap Growth R | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Mid-Cap Growth |
| GTMUX | Goldman Sachs Small/Mid Cap Growth R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Mid-Cap Growth |
| GSMQX | Goldman Sachs Small/Mid Cap Growth Svc | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Mid-Cap Growth |
| GQGPX | GQG Partners Emerging Markets Equity Inv | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| GQGRX | GQG Partners Emerging Markets Equity R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| GQGIX | GQG Partners Emerging Markets EquityInst | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| GPEIX | Grandeur Peak Emerg Mkts Opps Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| GPEOX | Grandeur Peak Emerg Mkts Opps Inv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| GPGCX | Grandeur Peak Global Contrarian Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Value |
| GPMCX | Grandeur Peak Global Micro Cap Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
| GPGIX | Grandeur Peak Global Opportunities Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Small/Mid Stock |
| GPGOX | Grandeur Peak Global Opportunities Inv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Small/Mid Stock |
| GPRIX | Grandeur Peak Global Reach Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Small/Mid Stock |
| GPROX | Grandeur Peak Global Reach Inv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Small/Mid Stock |
| GUSYX | Grandeur Peak US Stalwarts Institutional | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Mid-Cap Growth |
| HIPS | GraniteShares HIPS US High Income ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Aggressive Allocation |
| GCINX | Green Century MSCI Intl Indx Indvl Inv | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 4 | 3 | V | Foreign Large Blend |
| GCIFX | Green Century MSCI Intl Indx Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 4 | 3 | V | Foreign Large Blend |
| GLEAX | GS Energy Infrastructure Fd A Shares | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Energy Limited Partnership |
| GLECX | GS Energy Infrastructure Fd C Shares | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Energy Limited Partnership |
| GLEPX | GS Energy Infrastructure Fd Instl Shares | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Energy Limited Partnership |
| GLEIX | GS Energy Infrastructure Fd Inv Shares | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Energy Limited Partnership |
| GAMPX | GS Energy Infrastructure Fd P | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Energy Limited Partnership |
| GLERX | GS Energy Infrastructure Fd R Shares | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Energy Limited Partnership |
| GLESX | GS Energy Infrastructure Fd R6 Shares | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Energy Limited Partnership |
| GREYX | GuideStone Funds Global Rl Est Secs Inst | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| GREZX | GuideStone Funds Global Rl Est Secs Inv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| GAAEX | Guinness Atkinson Alternative Energy | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 3 | 0 | V | Global Small/Mid Stock |
| IASMX | Guinness Atkinson Asia Focus | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Pacific/Asia ex-Japan Stk |
| ICHKX | Guinness Atkinson China & Hong Kong | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
| SMLL | Harbor Active Small Cap ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Blend |
| AREA | Harbor AlphaEdge Next Generatn REITs ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| OSEA | Harbor International Compounders ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 3 | 1 | X | Foreign Large Growth |
| HSICX | Harbor International Compounders Inst | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 3 | 1 | X | Foreign Large Growth |
| HNICX | Harbor International Compounders Ret | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 3 | 1 | X | Foreign Large Growth |
| EFFE | Harbor Osmosis Em Mkts Res Efficient ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| HRSGX | Harbor Small Cap Growth Admin | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| HASGX | Harbor Small Cap Growth Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| HISGX | Harbor Small Cap Growth Inv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| HNSGX | Harbor Small Cap Growth Retirement | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| HSVRX | Harbor Small Cap Value Admin | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Blend |
| HASCX | Harbor Small Cap Value Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Blend |
| HISVX | Harbor Small Cap Value Investor | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Blend |
| HNVRX | Harbor Small Cap Value Retirement | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Blend |
| HLMCX | Harding Loevner Chinese Equity Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
| HLXCX | Harding Loevner Emer Mkt ex Chn Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| HLEMX | Harding Loevner Emerging Markets Advisor | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| HLFMX | Harding Loevner Frontier Emerg Mkts Inst | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| HLMOX | Harding Loevner Frontier Emerg Mkts Inv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| HLFZX | Harding Loevner Frontier Emerg MktsInstZ | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| HLMEX | Harding Loevner Instl Emerg Mkts I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| HLEZX | Harding Loevner Instl Emerg Mkts Z | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| HLMIX | Harding Loevner International Eq Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Foreign Large Blend |
| HLIZX | Harding Loevner International Eq Instl Z | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Foreign Large Blend |
| HLMNX | Harding Loevner International Eq Inv | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Foreign Large Blend |
| Harding Loevner Intl Carb Trans Eq Inst | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Foreign Large Blend |
| HLIDX | Harding Loevner Intl Dev Mkts Eq Inst | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Foreign Large Blend |
| HLMRX | Harding Loevner Intl Small Coms Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
| HLRZX | Harding Loevner Intl Small Coms Instl Z | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
| HLMSX | Harding Loevner Intl Small Coms Inv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
| HERAX | Hartford Emerging Markets Equity A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 3 | 0 | X | Diversified Emerging Mkts |
| HERCX | Hartford Emerging Markets Equity C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 3 | 0 | X | Diversified Emerging Mkts |
| HERFX | Hartford Emerging Markets Equity F | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 3 | 0 | X | Diversified Emerging Mkts |
| HERIX | Hartford Emerging Markets Equity I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 3 | 0 | X | Diversified Emerging Mkts |
| HERRX | Hartford Emerging Markets Equity R3 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 3 | 0 | X | Diversified Emerging Mkts |
| HERSX | Hartford Emerging Markets Equity R4 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 3 | 0 | X | Diversified Emerging Mkts |
| HERTX | Hartford Emerging Markets Equity R5 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 3 | 0 | X | Diversified Emerging Mkts |
| HERVX | Hartford Emerging Markets Equity R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 3 | 0 | X | Diversified Emerging Mkts |
| HERYX | Hartford Emerging Markets Equity Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 3 | 0 | X | Diversified Emerging Mkts |
| HGXAX | Hartford Global Impact A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | V | Global Small/Mid Stock |
| HGXCX | Hartford Global Impact C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | V | Global Small/Mid Stock |
| HGXFX | Hartford Global Impact F | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | V | Global Small/Mid Stock |
| HGXIX | Hartford Global Impact I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | V | Global Small/Mid Stock |
| HGXRX | Hartford Global Impact R3 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | V | Global Small/Mid Stock |
| HGXSX | Hartford Global Impact R4 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | V | Global Small/Mid Stock |
| HGXTX | Hartford Global Impact R5 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | V | Global Small/Mid Stock |
| HGXVX | Hartford Global Impact R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | V | Global Small/Mid Stock |
| HGXYX | Hartford Global Impact Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | V | Global Small/Mid Stock |
| ROAM | Hartford Multifactor Emerging Mkts ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| HSHAX | Hartford Schroders China A A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
| HSHCX | Hartford Schroders China A C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
| HSHFX | Hartford Schroders China A F | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
| HSHIX | Hartford Schroders China A I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
| HSHRX | Hartford Schroders China A SDR | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
| HSHYX | Hartford Schroders China A Y | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
| HSXAX | Hartford Schroders Diversified Em Mkts A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Diversified Emerging Mkts |
| HSXCX | Hartford Schroders Diversified Em Mkts C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Diversified Emerging Mkts |
| HSXFX | Hartford Schroders Diversified Em Mkts F | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Diversified Emerging Mkts |
| HSXIX | Hartford Schroders Diversified Em Mkts I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Diversified Emerging Mkts |
| HSXYX | Hartford Schroders Diversified Em Mkts Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Diversified Emerging Mkts |
| HSDEX | Hartford Schroders Diversified EmMktsSDR | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Diversified Emerging Mkts |
| HICGX | Hennessy Cornerstone Growth Inst | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Small Blend |
| HFCGX | Hennessy Cornerstone Growth Investor | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Small Blend |
| HFCIX | Hennessy Focus Institutional | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Mid-Cap Blend |
| HFCSX | Hennessy Focus Investor | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Mid-Cap Blend |
| HJPIX | Hennessy Japan Institutional | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 3 | 0 | X | Japan Stock |
| HJPNX | Hennessy Japan Investor | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 3 | 0 | X | Japan Stock |
| HJSIX | Hennessy Japan Small Cap Institutional | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Japan Stock |
| HJPSX | Hennessy Japan Small Cap Investor | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Japan Stock |
| HMSIX | Hennessy Midstream Institutional | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Energy Limited Partnership |
| HMSFX | Hennessy Midstream Investor | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Energy Limited Partnership |
| HISFX | Hennessy Small Cap Financial Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Financial |
| HSFNX | Hennessy Small Cap Financial Investor | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Financial |
| HDSIX | Hodges Small Cap Institutional | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Blend |
| HDPSX | Hodges Small Cap Retail | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Blend |
| HISIX | Homestead International Equity | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Foreign Large Blend |
| HSCSX | Homestead Small Company Stock | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Small Blend |
| HRIOX | Hood River International Opp Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
| HRIIX | Hood River International Opportunity Inv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
| HRITX | Hood River International Opportunity Ret | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
| NVIR | Horizon Kinetics Energy Remediation ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Equity Energy |
| MEDX | Horizon Kinetics Medical ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Health |
| SPAQ | Horizon Kinetics SPAC Active ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Health |
| HWTIX | Hotchkis & Wiley Intl Sm Cp Dvsfd Val I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Foreign Small/Mid Value |
| RIET | Hoya Capital High Dividend Yield ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| ICFSX | ICON Consumer Select Institutional | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Financial |
| ICFAX | ICON Consumer Select Investor | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Financial |
| IOLZX | ICON Equity Institutional | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Mid-Cap Blend |
| ISTAX | ICON Equity Investor | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Mid-Cap Blend |
| ICTUX | ICON Utilities and Income Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Utilities |
| ICTVX | ICON Utilities and Income Inv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Utilities |
| PFSVX | iMGP Small Company Fund Instl Cl | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Small Value |
| IGSIX | Impax Global Social Leaders Inst | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | V | Global Large-Stock Growth |
| IGSLX | Impax Global Social Leaders Investor | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | V | Global Large-Stock Growth |
| PXSAX | Impax Small Cap A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | V | Small Blend |
| PXSIX | Impax Small Cap Institutional | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | V | Small Blend |
| PXSCX | Impax Small Cap Investor | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | V | Small Blend |
| IFPUX | Independent Franchise Partners US Equity | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Large Blend |
| INQQ | INQQ The India Internet ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | India Equity |
| GLRY | Inspire Momentum ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Blend |
| RISN | Inspire Tactical Balanced ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Tactical Allocation |
| REAI | Intelligent Real Estate ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| PSR | Invesco Active US Real Estate | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| PBE | Invesco Biotechnology & Genome ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Health |
| PKB | Invesco Building & Construction ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Industrials |
| PCEF | Invesco CEF Income Composite ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Allocation |
| CQQQ | Invesco China Technology ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
| ODMAX | Invesco Developing Markets A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| ODVCX | Invesco Developing Markets C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| ODVNX | Invesco Developing Markets R | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| DVMFX | Invesco Developing Markets R5 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| ODVIX | Invesco Developing Markets R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| ODVYX | Invesco Developing Markets Y | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| PTH | Invesco Dorsey Wright Healthcare MomtETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Health |
| PUI | Invesco Dorsey Wright Utilities Momt ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Utilities |
| PYZ | Invesco DW Basic Materials Momt ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Natural Resources |
| PIE | Invesco DW Emerging Markets Momt ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| ASIAX | Invesco EQV Asia Pacific Equity A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Pacific/Asia ex-Japan Stk |
| ASICX | Invesco EQV Asia Pacific Equity C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Pacific/Asia ex-Japan Stk |
| ASQRX | Invesco EQV Asia Pacific Equity R | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Pacific/Asia ex-Japan Stk |
| ASISX | Invesco EQV Asia Pacific Equity R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Pacific/Asia ex-Japan Stk |
| ASIYX | Invesco EQV Asia Pacific Equity Y | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Pacific/Asia ex-Japan Stk |
| GTDDX | Invesco EQV Emerging Markets All Cap A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| GTDCX | Invesco EQV Emerging Markets All Cap C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| GTDIX | Invesco EQV Emerging Markets All Cap R5 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| GTDFX | Invesco EQV Emerging Markets All Cap R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| GTDYX | Invesco EQV Emerging Markets All Cap Y | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| QQJG | Invesco ESG NASDAQ Next Gen 100 ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | V | Mid-Cap Growth |
| GIZAX | Invesco Global Infrastructure A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Infrastructure |
| GIZCX | Invesco Global Infrastructure C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Infrastructure |
| GIZRX | Invesco Global Infrastructure R | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Infrastructure |
| GIZFX | Invesco Global Infrastructure R5 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Infrastructure |
| GIZSX | Invesco Global Infrastructure R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Infrastructure |
| GIZYX | Invesco Global Infrastructure Y | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Infrastructure |
| OPGIX | Invesco Global Opportunities A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Global Small/Mid Stock |
| OGICX | Invesco Global Opportunities C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Global Small/Mid Stock |
| OGINX | Invesco Global Opportunities R | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Global Small/Mid Stock |
| GOFFX | Invesco Global Opportunities R5 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Global Small/Mid Stock |
| OGIIX | Invesco Global Opportunities R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Global Small/Mid Stock |
| OGIYX | Invesco Global Opportunities Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Global Small/Mid Stock |
| AGREX | Invesco Global Real Estate A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| CGREX | Invesco Global Real Estate C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| ASRAX | Invesco Global Real Estate Income A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| ASRCX | Invesco Global Real Estate Income C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| ASRIX | Invesco Global Real Estate Income R5 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| ASRFX | Invesco Global Real Estate Income R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| ASRYX | Invesco Global Real Estate Income Y | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| RGREX | Invesco Global Real Estate R | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| IGREX | Invesco Global Real Estate R5 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| FGREX | Invesco Global Real Estate R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| ARGYX | Invesco Global Real Estate Y | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| PIO | Invesco Global Water ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Natural Resources |
| OPGSX | Invesco Gold & Special Minerals A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Precious Metals |
| OGMCX | Invesco Gold & Special Minerals C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Precious Metals |
| OGMNX | Invesco Gold & Special Minerals R | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Precious Metals |
| IOGYX | Invesco Gold & Special Minerals R5 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Precious Metals |
| OGMIX | Invesco Gold & Special Minerals R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Precious Metals |
| OGMYX | Invesco Gold & Special Minerals Y | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Precious Metals |
| PGJ | Invesco Golden Dragon China ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
| GGHCX | Invesco Health Care A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Health |
| GTHCX | Invesco Health Care C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Health |
| GTHIX | Invesco Health Care Invstor | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Health |
| GGHSX | Invesco Health Care R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Health |
| GGHYX | Invesco Health Care Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Health |
| PIN | Invesco India ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | India Equity |
| KBWY | Invesco KBW Premium Yield Eq REIT ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| KBWP | Invesco KBW Property & Casualty Ins ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Financial |
| OSCAX | Invesco Main Street Small Cap A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Small Blend |
| OSCCX | Invesco Main Street Small Cap C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Small Blend |
| OSCNX | Invesco Main Street Small Cap R | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Small Blend |
| MNSQX | Invesco Main Street Small Cap R5 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Small Blend |
| OSSIX | Invesco Main Street Small Cap R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Small Blend |
| OSCYX | Invesco Main Street Small Cap Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Small Blend |
| CUT | Invesco MSCI Global Timber ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Natural Resources |
| GBLD | Invesco MSCI Green Building ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Global Real Estate |
| IBBQ | Invesco Nasdaq Biotechnology ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Health |
| QQQS | Invesco NASDAQ Future Gen 200 ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 2 | X | Small Blend |
| GGME | Invesco Next Gen Media and Gaming ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Technology |
| PXJ | Invesco Oil & Gas Services ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Energy |
| PJP | Invesco Pharmaceuticals ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Health |
| SOXQ | Invesco PHLX Semiconductor ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Technology |
| IARAX | Invesco Real Estate A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| IARCX | Invesco Real Estate C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| REINX | Invesco Real Estate Investor | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| IARRX | Invesco Real Estate R | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| IARIX | Invesco Real Estate R5 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| IARFX | Invesco Real Estate R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| IARYX | Invesco Real Estate Y | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| RSPM | Invesco S&P 500® Equal Weight Matrls ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Natural Resources |
| RSPU | Invesco S&P 500® Equal Weight Utilts ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Utilities |
| RSPR | Invesco S&P 500® Equal Wt Real Estt ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| EELV | Invesco S&P Emerging Markets Low Vol ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| EEMO | Invesco S&P Emerging Markets Mom ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Diversified Emerging Mkts |
| CGW | Invesco S&P Global Water ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Natural Resources |
| GRPM | Invesco S&P MidCap 400® GARP ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Small Blend |
| RFG | Invesco S&P MidCap 400® Pure Growth ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Mid-Cap Growth |
| XMMO | Invesco S&P MidCap Momentum ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Mid-Cap Blend |
| RZV | Invesco S&P SmallCap 600® Pure Value ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Small Value |
| PSCE | Invesco S&P SmallCap Energy ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Energy |
| PSCF | Invesco S&P SmallCap Financials ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Financial |
| PSCH | Invesco S&P SmallCap Health Care ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Health |
| PSCT | Invesco S&P SmallCap Info Tech ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 2 | X | Technology |
| PSCM | Invesco S&P SmallCap Materials ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Natural Resources |
| XSHQ | Invesco S&P SmallCap Quality ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Blend |
| PSCU | Invesco S&P SmallCap Ult & Comnc Svc ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Utilities |
| XSVM | Invesco S&P SmallCap Value with Momt ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Small Value |
| CSD | Invesco S&P Spin-Off ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Mid-Cap Blend |
| PSI | Invesco Semiconductors ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Technology |
| MLPAX | Invesco SteelPath MLP Alpha A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Energy Limited Partnership |
| MLPGX | Invesco SteelPath MLP Alpha C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Energy Limited Partnership |
| MLPLX | Invesco SteelPath MLP Alpha Plus A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Energy Limited Partnership |
| MLPMX | Invesco SteelPath MLP Alpha Plus C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Energy Limited Partnership |
| SPMJX | Invesco SteelPath MLP Alpha Plus R | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Energy Limited Partnership |
| SPMPX | Invesco SteelPath MLP Alpha Plus R5 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Energy Limited Partnership |
| OSPPX | Invesco SteelPath MLP Alpha Plus R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Energy Limited Partnership |
| MLPNX | Invesco SteelPath MLP Alpha Plus Y | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Energy Limited Partnership |
| SPMGX | Invesco SteelPath MLP Alpha R | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Energy Limited Partnership |
| SPMHX | Invesco SteelPath MLP Alpha R5 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Energy Limited Partnership |
| OSPAX | Invesco SteelPath MLP Alpha R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Energy Limited Partnership |
| MLPOX | Invesco SteelPath MLP Alpha Y | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Energy Limited Partnership |
| MLPDX | Invesco SteelPath MLP Income A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Energy Limited Partnership |
| MLPRX | Invesco SteelPath MLP Income C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Energy Limited Partnership |
| SPNNX | Invesco SteelPath MLP Income R | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Energy Limited Partnership |
| SPMQX | Invesco SteelPath MLP Income R5 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Energy Limited Partnership |
| OSPMX | Invesco SteelPath MLP Income R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Energy Limited Partnership |
| MLPZX | Invesco SteelPath MLP Income Y | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Energy Limited Partnership |
| PHO | Invesco Water Resources ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Natural Resources |
| PBW | Invesco WilderHill Clean Energy ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | V | Small Growth |
| IRET | iREIT MarketVector Quality REIT Idx ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| AIA | iShares Asia 50 ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Pacific/Asia ex-Japan Stk |
| DVYA | iShares Asia/Pacific Dividend ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Pacific/Asia ex-Japan Stk |
| IBB | iShares Biotechnology ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Health |
| ETEC | iShares Breakthrough Envirtl Sol ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | V | Technology |
| FXI | iShares China Large-Cap ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
| ICF | iShares Cohen & Steers REIT ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| ICOP | iShares Copper and Metals Mining ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Natural Resources |
| USRT | iShares Core US REIT ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| HEWJ | iShares Currency Hedged MSCI Japan ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 5 | 3 | X | Japan Stock |
| BIRDX | iShares Developed Real Estate Idx Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Global Real Estate |
| BARDX | iShares Developed Real Estate Idx Inv A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Global Real Estate |
| BKRDX | iShares Developed Real Estate Idx K | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Global Real Estate |
| IVEG | iShares Emergent Food and AgTch Mult ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Global Small/Mid Stock |
| DVYE | iShares Emerging Markets Dividend ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| EMIF | iShares Emerging Markets Infras ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| IBAT | iShares Energy Storage & Materials ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 3 | 0 | V | Miscellaneous Sector |
| EFRA | iShares Environmental Infras & IndstrETF | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Infrastructure |
| ERET | iShares Environmentally Aware Rl Est ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | V | Global Real Estate |
| EMXF | iShares ESG Advanced MSCI EM ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | V | Diversified Emerging Mkts |
| BPAY | iShares FinTech Active ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Financial |
| BREBX | iShares FTSE NAREIT All Eq REIT Idx | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| IDAT | iShares Future Cloud 5G and Tech ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Technology |
| IDNA | iShares Genomics Immnlgy & Hlthcr ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Health |
| ICLN | iShares Global Clean Energy ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 5 | 0 | V | Miscellaneous Sector |
| IGF | iShares Global Infrastructure ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Infrastructure |
| REET | iShares Global REIT ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| WOOD | iShares Global Timber & Forestry ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Natural Resources |
| JXI | iShares Global Utilities ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Utilities |
| BMED | iShares Health Innovation Active ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Health |
| INDY | iShares India 50 ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | India Equity |
| IFGL | iShares International Dev Real Est ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Global Real Estate |
| IDV | iShares International Select Div ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 3 | 0 | X | Foreign Large Value |
| JPXN | iShares JPX-Nikkei 400 ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 7 | 3 | X | Japan Stock |
| ILIT | iShares Lithium Miners And Producers ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Natural Resources |
| REM | iShares Mortgage Real Estate Capped ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| EWA | iShares MSCI Australia ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Miscellaneous Region |
| EWO | iShares MSCI Austria ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Miscellaneous Region |
| EWK | iShares MSCI Belgium ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Miscellaneous Region |
| EWZ | iShares MSCI Brazil ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Latin America Stock |
| EWZS | iShares MSCI Brazil Small-Cap ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Latin America Stock |
| ECH | iShares MSCI Chile ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Miscellaneous Region |
| CNYA | iShares MSCI China A ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | China Region |
| TCHI | iShares MSCI China Multisector Tech ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Technology |
| ECNS | iShares MSCI China Small-Cap ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
| EDEN | iShares MSCI Denmark ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Miscellaneous Region |
| EEMV | iShares MSCI Emerg Mkts Min Vol Fctr ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| EQLT | iShares MSCI Emerging Mkts Qual Fac ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| EFNL | iShares MSCI Finland ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Miscellaneous Region |
| RING | iShares MSCI Global Gold Miners ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Precious Metals |
| SLVP | iShares MSCI Global Silver&Mtls Mnrs ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Precious Metals |
| SDG | iShares MSCI Global Sust Dev Goals ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | V | Global Large-Stock Blend |
| EWH | iShares MSCI Hong Kong ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
| INDA | iShares MSCI India ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | India Equity |
| SMIN | iShares MSCI India Small-Cap ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | India Equity |
| EIDO | iShares MSCI Indonesia ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Miscellaneous Region |
| EIRL | iShares MSCI Ireland ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Miscellaneous Region |
| EWJ | iShares MSCI Japan ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 5 | 3 | X | Japan Stock |
| EWJV | iShares MSCI Japan Value ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 3 | X | Japan Stock |
| EWM | iShares MSCI Malaysia ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Miscellaneous Region |
| EWN | iShares MSCI Netherlands ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Miscellaneous Region |
| ENZL | iShares MSCI New Zealand ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Miscellaneous Region |
| ENOR | iShares MSCI Norway ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Miscellaneous Region |
| EPP | iShares MSCI Pacific ex Japan ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Pacific/Asia ex-Japan Stk |
| EPU | iShares MSCI Peru ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Miscellaneous Region |
| EPHE | iShares MSCI Philippines ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Miscellaneous Region |
| EPOL | iShares MSCI Poland ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Miscellaneous Region |
| QAT | iShares MSCI Qatar ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Miscellaneous Region |
| KSA | iShares MSCI Saudi Arabia ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Miscellaneous Region |
| EWS | iShares MSCI Singapore ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Miscellaneous Region |
| EZA | iShares MSCI South Africa ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Miscellaneous Region |
| EWY | iShares MSCI South Korea ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 4 | 0 | X | Miscellaneous Region |
| EWP | iShares MSCI Spain ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Miscellaneous Region |
| EWD | iShares MSCI Sweden ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 3 | 0 | X | Miscellaneous Region |
| EWT | iShares MSCI Taiwan ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
| THD | iShares MSCI Thailand ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Miscellaneous Region |
| TUR | iShares MSCI Turkey ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Miscellaneous Region |
| UAE | iShares MSCI UAE ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Miscellaneous Region |
| IWTR | iShares MSCI Water Mgmt Mltsctr ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Natural Resources |
| IBRN | iShares Neuroscience and Healthcare ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Health |
| REZ | iShares Residential & Multisector RE ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| IDRV | iShares Self-Driving EV and Tech ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | V | Industrials |
| SOXX | iShares Semiconductor ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Technology |
| IYM | iShares US Basic Materials ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Natural Resources |
| IAI | iShares US Broker-Dealers&Secs Exchs ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Financial |
| ITB | iShares US Home Construction ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Consumer Cyclical |
| IAK | iShares US Insurance ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Financial |
| IHI | iShares US Medical Devices ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Health |
| IEZ | iShares US Oil Equipment & Services ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Energy |
| IHE | iShares US Pharmaceuticals ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Health |
| IYR | iShares US Real Estate ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| IDU | iShares US Utilities ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Utilities |
| KWT | iShares® MSCI Kuwait ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Miscellaneous Region |
| JSMTX | Jackson Square SMID-Cap Growth Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Mid-Cap Growth |
| JSMVX | Jackson Square SMID-Cap Growth Inv | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Mid-Cap Growth |
| DCGTX | Jackson Square SMID-Cap Growth IS | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Mid-Cap Growth |
| JMIGX | Jacob Discovery Fd Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Blend |
| JMCGX | Jacob Discovery Fd Inv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Blend |
| JAMFX | Jacob Internet Inv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Technology |
| JSIGX | Jacob Small Cap Growth Institutional | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| JSCGX | Jacob Small Cap Growth Investor | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| KPOP | JAKOTA K-Pop and Korean EntertainmentETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Miscellaneous Region |
| JASCX | James Small Cap | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Value |
| HEMAX | Janus Henderson Emerging Markets A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| HEMCX | Janus Henderson Emerging Markets C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| HEMDX | Janus Henderson Emerging Markets D | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| HEMIX | Janus Henderson Emerging Markets I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| HEMRX | Janus Henderson Emerging Markets N | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| HEMSX | Janus Henderson Emerging Markets S | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| HEMTX | Janus Henderson Emerging Markets T | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| HFEAX | Janus Henderson European Focus A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Europe Stock |
| HFECX | Janus Henderson European Focus C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Europe Stock |
| HFEDX | Janus Henderson European Focus D | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Europe Stock |
| HFEIX | Janus Henderson European Focus I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Europe Stock |
| HFERX | Janus Henderson European Focus N | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Europe Stock |
| HFESX | Janus Henderson European Focus S | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Europe Stock |
| HFETX | Janus Henderson European Focus T | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Europe Stock |
| JERAX | Janus Henderson Global Real Estate A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| JERCX | Janus Henderson Global Real Estate C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| JNGSX | Janus Henderson Global Real Estate D | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| JERIX | Janus Henderson Global Real Estate I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| JERNX | Janus Henderson Global Real Estate N | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| JERSX | Janus Henderson Global Real Estate S | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| JERTX | Janus Henderson Global Real Estate T | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| JDSAX | Janus Henderson Small Cap Value A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Value |
| JCSCX | Janus Henderson Small Cap Value C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Value |
| JNPSX | Janus Henderson Small Cap Value D | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Value |
| JSCOX | Janus Henderson Small Cap Value I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Value |
| JSIVX | Janus Henderson Small Cap Value L | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Value |
| JDSNX | Janus Henderson Small Cap Value N | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Value |
| JDSRX | Janus Henderson Small Cap Value R | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Value |
| JISCX | Janus Henderson Small Cap Value S | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Value |
| JSCVX | Janus Henderson Small Cap Value T | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Value |
| JRE | Janus Henderson US Real Estate ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| JEVAX | JHancock Disciplined Value Em Mkts Eq A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Diversified Emerging Mkts |
| JEVCX | JHancock Disciplined Value Em Mkts Eq C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Diversified Emerging Mkts |
| JEVIX | JHancock Disciplined Value Em Mkts Eq I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Diversified Emerging Mkts |
| JEVRX | JHancock Disciplined Value Em Mkts Eq R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Diversified Emerging Mkts |
| JEVNX | JHancock Disciplined Value Em Mkts EqNAV | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Diversified Emerging Mkts |
| JEMQX | JHancock Emerging Markets Equity A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| JEMZX | JHancock Emerging Markets Equity C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| JEMMX | JHancock Emerging Markets Equity I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| JHancock Emerging Markets Equity NAV | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| JEMKX | JHancock Emerging Markets Equity R2 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| JEMNX | JHancock Emerging Markets Equity R4 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| JEMGX | JHancock Emerging Markets Equity R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| JTQAX | JHancock ESG International Equity A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 1 | V | Foreign Large Blend |
| JTQIX | JHancock ESG International Equity I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 1 | V | Foreign Large Blend |
| JTQRX | JHancock ESG International Equity R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 1 | V | Foreign Large Blend |
| JABZX | JHancock Global Environmental Opps A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 1 | V | Global Large-Stock Growth |
| JABYX | JHancock Global Environmental Opps C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 1 | V | Global Large-Stock Growth |
| JABVX | JHancock Global Environmental Opps I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 1 | V | Global Large-Stock Growth |
| JACDX | JHancock Global Environmental Opps R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 1 | V | Global Large-Stock Growth |
| JIREX | JHancock Real Estate Securities 1 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| JYEBX | JHancock Real Estate Securities A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| JABFX | JHancock Real Estate Securities C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| JABGX | JHancock Real Estate Securities I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| JABIX | JHancock Real Estate Securities R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| JNL Multi-Manager Emerging Markets Eq A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| JNL Multi-Manager Emerging Markets Eq I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| JNL/BlackRock Global Natural Resources A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Natural Resources |
| JNL/BlackRock Global Natural Resources I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Natural Resources |
| JNL/Cohen & Steers U.S. Realty A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| JNL/Cohen & Steers U.S. Realty I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| JNL/First Sentier Global Infras A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Infrastructure |
| JNL/First Sentier Global Infras I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Infrastructure |
| JNL/GQG Emerging Markets Equity A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| JNL/GQG Emerging Markets Equity I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| JNL/Lazard International Quality Gr A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 2 | X | Foreign Large Growth |
| JNL/Lazard International Quality Gr I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 2 | X | Foreign Large Growth |
| JNL/Mellon Materials Sect A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Natural Resources |
| JNL/Mellon Materials Sect I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Natural Resources |
| JNL/Mellon Real Estate Sect A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| JNL/Mellon Real Estate Sect I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| JNL/Mellon Utilities Sector A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Utilities |
| JNL/Mellon Utilities Sector I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Utilities |
| JNL/WCM China Quality Growth A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
| JNL/WCM China Quality Growth I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
| JNL/WMC Global Real Estate A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| JNL/WMC Global Real Estate I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| JOMEX | JOHCM Emerging Mkts Discovery Advisor | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| JOMMX | JOHCM Emerging Mkts Discovery Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| JOPSX | JOHCM International Opps Institutional | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Foreign Large Blend |
| JOPPX | Johnson Opportunity | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Small Blend |
| JOSSX | Johnson Opportunity S | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Small Blend |
| JCHI | JPMorgan Active China ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
| JADE | JPMorgan Active Developing Mkts Eq ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| BBAX | JPMorgan BetaBuilders Dev APAC ex-JpnETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Pacific/Asia ex-Japan Stk |
| BBJP | JPMorgan BetaBuilders Japan ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 6 | 3 | X | Japan Stock |
| BBRE | JPMorgan BetaBuilders MSCI US REIT ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| TEMP | JPMorgan Climate Change Solutions ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 7 | 0 | V | Global Large-Stock Growth |
| JFAMX | JPMorgan Emerging Markets Equity A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| JEMCX | JPMorgan Emerging Markets Equity C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| JEMSX | JPMorgan Emerging Markets Equity I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| JMIEX | JPMorgan Emerging Markets Equity L | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| JHUJX | JPMorgan Emerging Markets Equity R2 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| JHURX | JPMorgan Emerging Markets Equity R3 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| JHUKX | JPMorgan Emerging Markets Equity R4 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| JEMOX | JPMorgan Emerging Markets Equity R5 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| JEMWX | JPMorgan Emerging Markets Equity R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| VEUAX | JPMorgan Europe Dynamic A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 2 | X | Europe Stock |
| VEUCX | JPMorgan Europe Dynamic C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 2 | X | Europe Stock |
| JFESX | JPMorgan Europe Dynamic I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 2 | X | Europe Stock |
| JFEIX | JPMorgan Europe Dynamic L | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 2 | X | Europe Stock |
| VEUVX | JPMorgan Europe Dynamic R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 2 | X | Europe Stock |
| SCDS | JPMorgan Fundamental Data Sci Sm Cor ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Small Blend |
| IUAEX | JPMorgan International Focus A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 4 | 1 | X | Foreign Large Blend |
| IUCEX | JPMorgan International Focus C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 4 | 1 | X | Foreign Large Blend |
| IUESX | JPMorgan International Focus I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 4 | 1 | X | Foreign Large Blend |
| IUERX | JPMorgan International Focus R2 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 4 | 1 | X | Foreign Large Blend |
| IUEFX | JPMorgan International Focus R5 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 4 | 1 | X | Foreign Large Blend |
| IUENX | JPMorgan International Focus R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 4 | 1 | X | Foreign Large Blend |
| JIG | JPMorgan International Growth ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 4 | 1 | X | Foreign Large Growth |
| JPRE | JPMorgan Realty Income ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| BLLD | JPMorgan Sustainable Infrastructure ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Infrastructure |
| KBIWX | KBI Global Investors Aquarius Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | V | Natural Resources |
| KGROX | Kennedy Capital Small Cap Growth Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| DVDN | Kingsbarn Dividend Opportunity ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| KCRIX | Knights of Columbus Real Estt I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| KGGAX | Kopernik Global All-Cap A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Foreign Small/Mid Value |
| KGGIX | Kopernik Global All-Cap I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Foreign Small/Mid Value |
| KGIIX | Kopernik International I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Foreign Large Value |
| KGIRX | Kopernik International Investor | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Foreign Large Value |
| KBA | KraneShares Bosera MSCIChinaA50CntIdETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
| KWEB | KraneShares CSI China Internet ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
| KARS | KraneShares Eltc Vhl and Ft Mbly ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Industrials |
| KEMQ | KraneShares Em Mkts Cnsmr Tech ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| KLXY | KraneShares Global Luxury Index ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Consumer Cyclical |
| KTEC | KraneShares Hang Seng TECH ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
| KLIP | KraneShares KWEB Covered Call Strat ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
| KURE | KraneShares MSCI All China Hlth Care ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
| KGRN | KraneShares MSCI China Clean Tech ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | V | China Region |
| KSTR | KraneShares SSE STAR Market 50 ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
| LDMIX | Lazard Developing Markets Equity Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| LDMOX | Lazard Developing Markets Equity Open | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| ECEIX | Lazard Emerging Markets Core Equity Inst | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| ECEOX | Lazard Emerging Markets Core Equity Open | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| RLEOX | Lazard Emerging Markets Core Equity R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| LEAIX | Lazard Emerging Markets Eq Advtg Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 3 | 0 | X | Diversified Emerging Mkts |
| LEAOX | Lazard Emerging Markets Eq Advtg Open | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 3 | 0 | X | Diversified Emerging Mkts |
| READX | Lazard Emerging Markets Eq Advtg R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 3 | 0 | X | Diversified Emerging Mkts |
| LZFIX | Lazard Equity Franchise Inst Shr | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Small/Mid Stock |
| LZFOX | Lazard Equity Franchise Open Shares | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Small/Mid Stock |
| GLIFX | Lazard Global Listed Infrastructure Inst | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Infrastructure |
| GLFOX | Lazard Global Listed Infrastructure Open | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Infrastructure |
| ICMPX | Lazard International Quality Gr Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 2 | X | Foreign Large Growth |
| OCMPX | Lazard International Quality Gr Open | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 2 | X | Foreign Large Growth |
| RCMPX | Lazard International Quality Gr R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 2 | X | Foreign Large Growth |
| LZISX | Lazard International Small Cap Eq Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Foreign Small/Mid Growth |
| LZSMX | Lazard International Small Cap Eq Open | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Foreign Small/Mid Growth |
| RALIX | Lazard Real Assets Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Allocation |
| RALOX | Lazard Real Assets Open | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Allocation |
| RALYX | Lazard Real Assets R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Allocation |
| LZSCX | Lazard US Small Cap Equity Select Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Small Blend |
| LZCOX | Lazard US Small Cap Equity Select Open | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Small Blend |
| RLSMX | Lazard US Small Cap Equity Select R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Small Blend |
| LUSIX | Lazard US Systematic Small Cap Eq Ins | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 3 | X | Small Blend |
| LUSOX | Lazard US Systematic Small Cap Eq Open | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 3 | X | Small Blend |
| RUSRX | Lazard US Systematic Small Cap Eq R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 3 | X | Small Blend |
| HLRRX | LDR Real Estate Value Opportunity Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| HLPPX | LDR Real Estate Value Opportunity P | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| LSAT | LeaderShares® AlphaFctr® Tctcl Fcsd ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Mid-Cap Value |
| ASCGX | Lisanti Small Cap Growth | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| LSPAX | LoCorr Spectrum Income A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Aggressive Allocation |
| LSPCX | LoCorr Spectrum Income C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Aggressive Allocation |
| LSPIX | LoCorr Spectrum Income I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Aggressive Allocation |
| LLGLX | Longleaf Partners Global | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Small/Mid Stock |
| LLINX | Longleaf Partners International | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Large Blend |
| LLSCX | Longleaf Partners Small-Cap | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Blend |
| LFVAX | Lord Abbett Focused Small Cap Value A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Value |
| LFVCX | Lord Abbett Focused Small Cap Value C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Value |
| LFSFX | Lord Abbett Focused Small Cap Value F | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Value |
| LMVOX | Lord Abbett Focused Small Cap Value F3 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Value |
| LMVYX | Lord Abbett Focused Small Cap Value I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Value |
| LMVVX | Lord Abbett Focused Small Cap Value R5 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Value |
| LMVWX | Lord Abbett Focused Small Cap Value R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Value |
| LHCAX | Lord Abbett Health Care A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Health |
| LHCCX | Lord Abbett Health Care C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Health |
| LHCFX | Lord Abbett Health Care F | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Health |
| LHCOX | Lord Abbett Health Care F3 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Health |
| LHCIX | Lord Abbett Health Care I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Health |
| LHCQX | Lord Abbett Health Care R3 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Health |
| LHCSX | Lord Abbett Health Care R4 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Health |
| LHCTX | Lord Abbett Health Care R5 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Health |
| LHCVX | Lord Abbett Health Care R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Health |
| LAAGX | Lord Abbett International Growth A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 3 | 1 | X | Foreign Large Growth |
| LCAGX | Lord Abbett International Growth C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 3 | 1 | X | Foreign Large Growth |
| LAFGX | Lord Abbett International Growth F | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 3 | 1 | X | Foreign Large Growth |
| LOAGX | Lord Abbett International Growth F3 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 3 | 1 | X | Foreign Large Growth |
| LIAGX | Lord Abbett International Growth I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 3 | 1 | X | Foreign Large Growth |
| LRAGX | Lord Abbett International Growth R3 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 3 | 1 | X | Foreign Large Growth |
| LASGX | Lord Abbett International Growth R4 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 3 | 1 | X | Foreign Large Growth |
| LTAGX | Lord Abbett International Growth R5 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 3 | 1 | X | Foreign Large Growth |
| LAVGX | Lord Abbett International Growth R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 3 | 1 | X | Foreign Large Growth |
| LAIEX | Lord Abbett International Opp A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Blend |
| LINCX | Lord Abbett International Opp C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Blend |
| LINFX | Lord Abbett International Opp F | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Blend |
| LINYX | Lord Abbett International Opp I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Blend |
| LINPX | Lord Abbett International Opp P | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Blend |
| LINQX | Lord Abbett International Opp R2 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Blend |
| LINRX | Lord Abbett International Opp R3 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Blend |
| LINSX | Lord Abbett International Opp R4 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Blend |
| LINTX | Lord Abbett International Opp R5 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Blend |
| LINVX | Lord Abbett International Opp R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Blend |
| LOIEX | Lord Abbett International Opps F3 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Blend |
| LRSCX | Lord Abbett Small Cap Value A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Value |
| LSRCX | Lord Abbett Small Cap Value C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Value |
| LRSFX | Lord Abbett Small Cap Value F | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Value |
| LRSOX | Lord Abbett Small Cap Value F3 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Value |
| LRSYX | Lord Abbett Small Cap Value I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Value |
| LRSPX | Lord Abbett Small Cap Value P | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Value |
| LRSQX | Lord Abbett Small Cap Value R2 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Value |
| LRSRX | Lord Abbett Small Cap Value R3 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Value |
| LRSSX | Lord Abbett Small Cap Value R4 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Value |
| LRSTX | Lord Abbett Small Cap Value R5 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Value |
| LRSVX | Lord Abbett Small Cap Value R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Value |
| LYRVX | Lyrical International Value Equity A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Foreign Large Value |
| LYRZX | Lyrical International Value Equity C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Foreign Large Value |
| LYRWX | Lyrical International Value Equity Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Foreign Large Value |
| LYRNX | Lyrical International Value Equity Inv | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Foreign Large Value |
| LYRAX | Lyrical US Value Equity A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Mid-Cap Value |
| LYRCX | Lyrical US Value Equity C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Mid-Cap Value |
| LYRIX | Lyrical US Value Equity Institutional | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Mid-Cap Value |
| LYRBX | Lyrical US Value Equity Investor | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Mid-Cap Value |
| MCSCX | M3Sixty Small Cap Growth | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Small Blend |
| BILD | Macquarie Global Listed Infras ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Infrastructure |
| IRSAX | Macquarie Real Estate Securities A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| IRSCX | Macquarie Real Estate Securities C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| IREIX | Macquarie Real Estate Securities I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| IRSRX | Macquarie Real Estate Securities R | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| IRSEX | Macquarie Real Estate Securities R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| IRSYX | Macquarie Real Estate Securities Y | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| DCCAX | Macquarie Small Cap Core A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Small Blend |
| DCCCX | Macquarie Small Cap Core C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Small Blend |
| DCCIX | Macquarie Small Cap Core I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Small Blend |
| DCCRX | Macquarie Small Cap Core R | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Small Blend |
| DCZRX | Macquarie Small Cap Core R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Small Blend |
| WSGAX | Macquarie Small Cap Growth A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 2 | X | Small Growth |
| WRGCX | Macquarie Small Cap Growth C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 2 | X | Small Growth |
| IYSIX | Macquarie Small Cap Growth Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 2 | X | Small Growth |
| WSGRX | Macquarie Small Cap Growth R | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 2 | X | Small Growth |
| IRGFX | Macquarie Small Cap Growth R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 2 | X | Small Growth |
| WSCYX | Macquarie Small Cap Growth Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 2 | X | Small Growth |
| IPOAX | Macquarie Systematic Em Mkts Eq A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Diversified Emerging Mkts |
| IPOCX | Macquarie Systematic Em Mkts Eq C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Diversified Emerging Mkts |
| IPOIX | Macquarie Systematic Em Mkts Eq I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Diversified Emerging Mkts |
| IYPCX | Macquarie Systematic Em Mkts Eq R | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Diversified Emerging Mkts |
| IMEGX | Macquarie Systematic Em Mkts Eq R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Diversified Emerging Mkts |
| IPOYX | Macquarie Systematic Em Mkts Eq Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Diversified Emerging Mkts |
| AMLPX | MainGate MLP A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Energy Limited Partnership |
| MLCPX | MainGate MLP C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Energy Limited Partnership |
| IMLPX | MainGate MLP I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Energy Limited Partnership |
| MSCFX | Mairs & Power Small Cap | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Small Blend |
| CEIIX | Manning & Napier Callodine Equity Inc I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Mid-Cap Value |
| CEISX | Manning & Napier Callodine Equity Inc S | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Mid-Cap Value |
| CEIZX | Manning & Napier Callodine Equity Inc Z | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Mid-Cap Value |
| RAIIX | Manning & Napier Rainier Intl Discv I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
| RISAX | Manning & Napier Rainier Intl Discv S | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
| RAIWX | Manning & Napier Rainier Intl Discv W | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
| RAIRX | Manning & Napier Rainier Intl Discv Z | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
| MRFOX | Marshfield Concentrated Opportunity | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Large Blend |
| MACEX | Martin Currie Emerging Markets A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| MCECX | Martin Currie Emerging Markets C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| MEFIX | Martin Currie Emerging Markets FI | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| MCEIX | Martin Currie Emerging Markets I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| MCEMX | Martin Currie Emerging Markets IS | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| LCSMX | Martin Currie SMA-Shares Series EM | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| MCSE | Martin Currie Sustainable Intl Eq ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | V | Foreign Large Growth |
| DLBMX | MassMutual Small Cap Opps A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Small Blend |
| MSCLX | MassMutual Small Cap Opps Adm | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Small Blend |
| MSOOX | MassMutual Small Cap Opps I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Small Blend |
| MCCRX | MassMutual Small Cap Opps R3 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Small Blend |
| MOORX | MassMutual Small Cap Opps R4 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Small Blend |
| MSCDX | MassMutual Small Cap Opps R5 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Small Blend |
| MSVYX | MassMutual Small Cap Opps Svc | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Small Blend |
| MMOGX | MassMutual Small Cap Opps Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Small Blend |
| EV | Mast Global Battery Rcyclng & Prdctn ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Natural Resources |
| MDCEX | Matisse Discounted Cl-End Fd Strat Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Tactical Allocation |
| ADVE | Matthews Asia Dividend Active ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Pacific/Asia |
| MIPIX | Matthews Asia Dividend Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Pacific/Asia |
| MAPIX | Matthews Asia Dividend Investor | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Pacific/Asia |
| MIAPX | Matthews Asia Growth Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 3 | 0 | X | Diversified Pacific/Asia |
| MPACX | Matthews Asia Growth Investor | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 3 | 0 | X | Diversified Pacific/Asia |
| MINV | Matthews Asia Innovators Active ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Pacific/Asia ex-Japan Stk |
| MITEX | Matthews Asia Innovators Institutional | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Pacific/Asia ex-Japan Stk |
| MATFX | Matthews Asia Innovators Investor | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Pacific/Asia ex-Japan Stk |
| MACSX | Matthews Asian Growth & Inc Investor | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Pacific/Asia ex-Japan Stk |
| MICSX | Matthews Asian Growth & Income Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Pacific/Asia ex-Japan Stk |
| MCH | Matthews China Active ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
| MCHS | Matthews China Discovery Active ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
| MICDX | Matthews China Dividend Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
| MCDFX | Matthews China Dividend Investor | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
| MICFX | Matthews China Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
| MCHFX | Matthews China Investor | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
| MCSMX | Matthews China Small Companies | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
| MICHX | Matthews China Small Companies Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
| MISMX | Matthews EM Sm Coms Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| MSMLX | Matthews EM Sm Coms Inv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| MEMS | Matthews Emerging Markets Discv Actv ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| MEM | Matthews Emerging Markets Eq Actv ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| MIEFX | Matthews Emerging Markets Equity Ins | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| MEGMX | Matthews Emerging Markets Equity Inv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| MEMX | Matthews Emerging Markets Ex Chn Act ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| EMSF | Matthews Emerging Markets Sus Fut ActETF | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Diversified Emerging Mkts |
| MISFX | Matthews Emerging Markets Sust Fut Inst | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Diversified Emerging Mkts |
| MASGX | Matthews Emerging Markets Sust Fut Inv | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Diversified Emerging Mkts |
| INDE | Matthews India Active ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | India Equity |
| MIDNX | Matthews India Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | India Equity |
| MINDX | Matthews India Investor | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | India Equity |
| JPAN | Matthews Japan Active ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 3 | 1 | X | Japan Stock |
| MIJFX | Matthews Japan Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 3 | 1 | X | Japan Stock |
| MJFOX | Matthews Japan Investor | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 3 | 1 | X | Japan Stock |
| MKOR | Matthews Korea Active ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Miscellaneous Region |
| ASIA | Matthews Pacific Tiger Active ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Pacific/Asia ex-Japan Stk |
| MIPTX | Matthews Pacific Tiger Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Pacific/Asia ex-Japan Stk |
| MAPTX | Matthews Pacific Tiger Investor | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Pacific/Asia ex-Japan Stk |
| MFCAX | Meridian Contrarian A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Small Blend |
| MFCCX | Meridian Contrarian C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Small Blend |
| MFCIX | Meridian Contrarian Investor | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Small Blend |
| MVALX | Meridian Contrarian Legacy | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Small Blend |
| MRAGX | Meridian Growth A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| MRCGX | Meridian Growth C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| MRRGX | Meridian Growth Institutional | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| MRIGX | Meridian Growth Investor | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| MERDX | Meridian Growth Legacy | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| MSGAX | Meridian Small Cap Growth A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| MSGCX | Meridian Small Cap Growth C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| MSGRX | Meridian Small Cap Growth Institutional | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| MISGX | Meridian Small Cap Growth Investor | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| MSGGX | Meridian Small Cap Growth Legacy | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| BRKAX | MFS Blended Research Em Mkts Eq A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Diversified Emerging Mkts |
| BRKBX | MFS Blended Research Em Mkts Eq B | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Diversified Emerging Mkts |
| BRKCX | MFS Blended Research Em Mkts Eq C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Diversified Emerging Mkts |
| BRKIX | MFS Blended Research Em Mkts Eq I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Diversified Emerging Mkts |
| BRKRX | MFS Blended Research Em Mkts Eq R1 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Diversified Emerging Mkts |
| BRKSX | MFS Blended Research Em Mkts Eq R2 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Diversified Emerging Mkts |
| BRKTX | MFS Blended Research Em Mkts Eq R3 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Diversified Emerging Mkts |
| BRKUX | MFS Blended Research Em Mkts Eq R4 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Diversified Emerging Mkts |
| BRKVX | MFS Blended Research Em Mkts Eq R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Diversified Emerging Mkts |
| BRSDX | MFS Blended Research Small Cap Eq A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Small Blend |
| BRSBX | MFS Blended Research Small Cap Eq B | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Small Blend |
| BRSHX | MFS Blended Research Small Cap Eq C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Small Blend |
| BRSJX | MFS Blended Research Small Cap Eq I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Small Blend |
| BRSPX | MFS Blended Research Small Cap Eq R1 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Small Blend |
| BRSSX | MFS Blended Research Small Cap Eq R2 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Small Blend |
| BRSTX | MFS Blended Research Small Cap Eq R3 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Small Blend |
| BRSUX | MFS Blended Research Small Cap Eq R4 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Small Blend |
| BRSYX | MFS Blended Research Small Cap Eq R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Small Blend |
| MEMAX | MFS Emerging Markets Equity A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| MEMBX | MFS Emerging Markets Equity B | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| MEMCX | MFS Emerging Markets Equity C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| MEMIX | MFS Emerging Markets Equity I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| MEMRX | MFS Emerging Markets Equity R1 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| MEMFX | MFS Emerging Markets Equity R2 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| MEMGX | MFS Emerging Markets Equity R3 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| MEMHX | MFS Emerging Markets Equity R4 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| MEMJX | MFS Emerging Markets Equity R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| EEMPX | MFS Emerging Markets Equity Research A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| EEMRX | MFS Emerging Markets Equity Research C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| EEMIX | MFS Emerging Markets Equity Research I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| EEMDX | MFS Emerging Markets Equity Research R1 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| EEMEX | MFS Emerging Markets Equity Research R2 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| EEMFX | MFS Emerging Markets Equity Research R3 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| EEMGX | MFS Emerging Markets Equity Research R4 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| EEMHX | MFS Emerging Markets Equity Research R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| MGLAX | MFS Global Real Estate A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| MGLDX | MFS Global Real Estate B | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| MGLCX | MFS Global Real Estate C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| MGLIX | MFS Global Real Estate I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| MGLJX | MFS Global Real Estate R1 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| MGLKX | MFS Global Real Estate R2 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| MGLLX | MFS Global Real Estate R3 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| MGLMX | MFS Global Real Estate R4 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| MGLRX | MFS Global Real Estate R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| MMUFX | MFS Utilities A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Utilities |
| MMUBX | MFS Utilities B | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Utilities |
| MMUCX | MFS Utilities C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Utilities |
| MMUIX | MFS Utilities I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Utilities |
| MMUGX | MFS Utilities R1 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Utilities |
| MURRX | MFS Utilities R2 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Utilities |
| MMUHX | MFS Utilities R3 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Utilities |
| MMUJX | MFS Utilities R4 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Utilities |
| MMUKX | MFS Utilities R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Utilities |
| MIDSX | Midas | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Precious Metals |
| MVPA | Miller Value Ptnrs Appreciation ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 1 | X | Mid-Cap Value |
| MRVAX | Mirova International Sustainable Eq A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | V | Foreign Large Blend |
| MRVNX | Mirova International Sustainable Eq N | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | V | Foreign Large Blend |
| MRVYX | Mirova International Sustainable Eq Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | V | Foreign Large Blend |
| MAGKX | MoA Small Cap Growth Fund | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| MAVKX | MoA Small Cap Value Fund | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Small Value |
| MCTOX | Modern Capital Tactical Income A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Tactical Allocation |
| MCTDX | Modern Capital Tactical Income ADV | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Tactical Allocation |
| MOWIX | Moerus Worldwide Value Institutional | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Value |
| MOWNX | Moerus Worldwide Value N | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Value |
| MPEMX | Mondrian Emerging Markets Value Equity | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| MGIFX | Mondrian Global Listed Infrastructure | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Infrastructure |
| MDOAX | Morgan Stanley Developing Opportunity A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| MDOBX | Morgan Stanley Developing Opportunity C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| MDOEX | Morgan Stanley Developing Opportunity I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| MDODX | Morgan Stanley Developing Opportunity R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| MSDQX | Morgan Stanley Emerging Mkt ex China A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| MSDOX | Morgan Stanley Emerging Mkt ex China C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| MSDUX | Morgan Stanley Emerging Mkt ex China I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| MSDMX | Morgan Stanley Emerging Mkt ex China R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| MSJAX | Morgan Stanley Global Endurance A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Small/Mid Stock |
| MSJCX | Morgan Stanley Global Endurance C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Small/Mid Stock |
| MSJIX | Morgan Stanley Global Endurance I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Small/Mid Stock |
| MSJSX | Morgan Stanley Global Endurance R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Small/Mid Stock |
| CPOAX | Morgan Stanley Insight A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Large Growth |
| MSCMX | Morgan Stanley Insight C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Large Growth |
| CPODX | Morgan Stanley Insight I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Large Growth |
| MBIRX | Morgan Stanley Insight IR | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Large Growth |
| CPOCX | Morgan Stanley Insight L | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Large Growth |
| MCRTX | Morgan Stanley Insight R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Large Growth |
| MSAUX | Morgan Stanley Inst Asia Opp A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Pacific/Asia ex-Japan Stk |
| MSAWX | Morgan Stanley Inst Asia Opp C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Pacific/Asia ex-Japan Stk |
| MSAQX | Morgan Stanley Inst Asia Opp I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Pacific/Asia ex-Japan Stk |
| MSAYX | Morgan Stanley Inst Asia Opp R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Pacific/Asia ex-Japan Stk |
| MMKBX | Morgan Stanley Inst Emerging Mkts A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| MSEPX | Morgan Stanley Inst Emerging Mkts C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| MGEMX | Morgan Stanley Inst Emerging Mkts I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| MRGEX | Morgan Stanley Inst Emerging Mkts IR | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| MSELX | Morgan Stanley Inst Emerging Mkts L | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| MMMPX | Morgan Stanley Inst Emerging Mkts R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| MELAX | Morgan Stanley Inst EMkts Ldrs A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| MEMLX | Morgan Stanley Inst EMkts Ldrs C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| MELIX | Morgan Stanley Inst EMkts Ldrs I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| MSIWX | Morgan Stanley Inst EMkts Ldrs IR | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| MELSX | Morgan Stanley Inst EMkts Ldrs R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| MIGPX | Morgan Stanley Inst Global Insgt A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Global Large-Stock Growth |
| MSPTX | Morgan Stanley Inst Global Insgt C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Global Large-Stock Growth |
| MIGIX | Morgan Stanley Inst Global Insgt I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Global Large-Stock Growth |
| MIGLX | Morgan Stanley Inst Global Insgt L | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Global Large-Stock Growth |
| MGZZX | Morgan Stanley Inst Global Insgt R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Global Large-Stock Growth |
| MSEGX | Morgan Stanley Inst Growth A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Large Growth |
| MSGUX | Morgan Stanley Inst Growth C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Large Growth |
| MSEQX | Morgan Stanley Inst Growth I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Large Growth |
| MGHRX | Morgan Stanley Inst Growth IR | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Large Growth |
| MSHLX | Morgan Stanley Inst Growth L | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Large Growth |
| MGRPX | Morgan Stanley Inst Growth R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Large Growth |
| MSSMX | Morgan Stanley Inst Inception A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| MSCOX | Morgan Stanley Inst Inception C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| MSSGX | Morgan Stanley Inst Inception I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| MSSLX | Morgan Stanley Inst Inception L | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| MFLLX | Morgan Stanley Inst Inception R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| MIOPX | Morgan Stanley Inst International Opp A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Large Growth |
| MSOCX | Morgan Stanley Inst International Opp C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Large Growth |
| MIOIX | Morgan Stanley Inst International Opp I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Large Growth |
| MRNPX | Morgan Stanley Inst International Opp IR | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Large Growth |
| MIOLX | Morgan Stanley Inst International Opp L | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Large Growth |
| MNOPX | Morgan Stanley Inst International Opp R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Large Growth |
| MFMPX | Morgan Stanley Inst Next Gen Em Mkts A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| MSFEX | Morgan Stanley Inst Next Gen Em Mkts C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| MFMIX | Morgan Stanley Inst Next Gen Em Mkts I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| MFMLX | Morgan Stanley Inst Next Gen Em Mkts L | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| MSRFX | Morgan Stanley Inst Next Gen Em Mkts R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| MSVEX | Morgan Stanley Vitality Portfolio A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Health |
| MSVMX | Morgan Stanley Vitality Portfolio C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Health |
| MSVDX | Morgan Stanley Vitality Portfolio I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Health |
| MSVOX | Morgan Stanley Vitality Portfolio R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Health |
| GURAX | NAA Risk Managed Real Estate A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| GURCX | NAA Risk Managed Real Estate C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| GURPX | NAA Risk Managed Real Estate P | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| GURIX | NAA Risk Managed Rl Estt Inst | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| NWHDX | Nationwide Bailard Cogntv Val A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Small Value |
| NWHHX | Nationwide Bailard Cogntv Val Instl Svc | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Small Value |
| NWHFX | Nationwide Bailard Cogntv Val M | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Small Value |
| NWHGX | Nationwide Bailard Cogntv Val R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Small Value |
| NWHZX | Nationwide Geneva Small Cap Gr A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| NWKDX | Nationwide Geneva Small Cap Gr Instl Svc | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| NWKCX | Nationwide Geneva Small Cap Gr R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| NWSAX | Nationwide Small Company Growth A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| NWSIX | Nationwide Small Company Growth InSvc | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| NRFAX | Natixis AEW Global Focused Real Estate A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| NRCFX | Natixis AEW Global Focused Real Estate C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| NRFNX | Natixis AEW Global Focused Real Estate N | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| NRFYX | Natixis AEW Global Focused Real Estate Y | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| NBJP | Nbg Bm Japan Equity ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 1 | X | Japan Stock |
| NEAIX | Needham Aggressive Growth Institutional | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| NEAGX | Needham Aggressive Growth Retail | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| NESIX | Needham Small Cap Growth Institutional | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Blend |
| NESGX | Needham Small Cap Growth Retail | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Blend |
| NBCE | Neuberger Berman China Equity ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
| NEMAX | Neuberger Berman Emerg Mkts Eq A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| NEMCX | Neuberger Berman Emerg Mkts Eq C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| NEMIX | Neuberger Berman Emerg Mkts Eq I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| NEMRX | Neuberger Berman Emerg Mkts Eq R3 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| NREMX | Neuberger Berman Emerg Mkts Eq R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| NBGAX | Neuberger Berman Genesis Adv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| NRGEX | Neuberger Berman Genesis E | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| NBGIX | Neuberger Berman Genesis Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| NBGNX | Neuberger Berman Genesis Inv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| NRGSX | Neuberger Berman Genesis R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| NBGEX | Neuberger Berman Genesis Tr | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| NIOAX | Neuberger Berman Intl Small Cap A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
| NIOCX | Neuberger Berman Intl Small Cap C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
| NIOIX | Neuberger Berman Intl Small Cap I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
| NIORX | Neuberger Berman Intl Small Cap R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
| NREAX | Neuberger Berman Real Estate A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| NRECX | Neuberger Berman Real Estate C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| NREEX | Neuberger Berman Real Estate E | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| NBRIX | Neuberger Berman Real Estate I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| NRERX | Neuberger Berman Real Estate R3 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| NRREX | Neuberger Berman Real Estate R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| NBRFX | Neuberger Berman Real Estate Tr | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| NBSM | Neuberger Berman Small-Mid Cap ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Mid-Cap Growth |
| NALFX | New Alternatives A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 3 | 0 | V | Global Small/Mid Stock |
| NAEFX | New Alternatives Investor | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 3 | 0 | V | Global Small/Mid Stock |
| HSZAX | NexPoint Climate Tech A | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Small Blend |
| HSZCX | NexPoint Climate Tech C | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Small Blend |
| HSZYX | NexPoint Climate Tech Y | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Small Blend |
| NIAGX | Nia Impact Solutions | Owns companies we recommend for divestment | 0 | 0 | 2 | 1 | V | Global Small/Mid Stock |
| NPSGX | Nicholas Partners Small Cap Gr Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Small Growth |
| ZEMAX | Ninety One Emerging Markets Equity A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| ZEMIX | Ninety One Emerging Markets Equity I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| NKMCX | North Square Kennedy MicroCap I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Blend |
| ADVGX | North Square Select Small Cap I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Blend |
| NSDVX | North Star Dividend I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Value |
| WFICX | North Star Small Cap Value Institutional | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Small Blend |
| WSCVX | North Star Small Cap Value Investor | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Small Blend |
| NMMGX | Northern Multi-Manager Glbl Real Estate | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| NMFIX | Northern Multi-Mgr Glbl Listed Infra | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Infrastructure |
| TEMRX | Nuveen Emerging Markets Eq A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| TEMHX | Nuveen Emerging Markets Eq I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| TEMPX | Nuveen Emerging Markets Eq Prem | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| TEMLX | Nuveen Emerging Markets Eq R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| TEMSX | Nuveen Emerging Markets Eq Retiremt | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| TEMVX | Nuveen Emerging Markets Eq W | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| FGIAX | Nuveen Global Infrastructure A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Infrastructure |
| FGNCX | Nuveen Global Infrastructure C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Infrastructure |
| FGIYX | Nuveen Global Infrastructure I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Infrastructure |
| FGIWX | Nuveen Global Infrastructure R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Infrastructure |
| NGJAX | Nuveen Global Real Estate Securities A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| NGJCX | Nuveen Global Real Estate Securities C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| NGJIX | Nuveen Global Real Estate Securities I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| NGJFX | Nuveen Global Real Estate Securities R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| TIOSX | Nuveen International Opps A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Foreign Large Growth |
| TIOHX | Nuveen International Opps I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Foreign Large Growth |
| TIOPX | Nuveen International Opps Prem | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Foreign Large Growth |
| TIOIX | Nuveen International Opps R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Foreign Large Growth |
| TIOTX | Nuveen International Opps Retire | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Foreign Large Growth |
| TIOVX | Nuveen International Opps W | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Foreign Large Growth |
| NWAIX | Nuveen International Sm Cp A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Blend |
| NWSCX | Nuveen International Sm Cp C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Blend |
| NWPIX | Nuveen International Sm Cp I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Blend |
| NWIFX | Nuveen International Sm Cp R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Blend |
| NRIAX | Nuveen Real Asset Income A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Allocation |
| NRICX | Nuveen Real Asset Income C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Allocation |
| NRIIX | Nuveen Real Asset Income I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Allocation |
| NRIFX | Nuveen Real Asset Income R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Allocation |
| TCREX | Nuveen Real Estate Sec Sel A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| TIRHX | Nuveen Real Estate Sec Sel I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| TRRPX | Nuveen Real Estate Sec Sel Premier | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| TIREX | Nuveen Real Estate Sec Sel R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| TRRSX | Nuveen Real Estate Sec Sel Retire | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| FREAX | Nuveen Real Estate Securities A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| FRLCX | Nuveen Real Estate Securities C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| FARCX | Nuveen Real Estate Securities I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| FREGX | Nuveen Real Estate Securities R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| NURE | Nuveen Short-Term REIT ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| FRMPX | Nuveen Small Cap Growth Opp A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Small Growth |
| FIMPX | Nuveen Small Cap Growth Opp I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Small Growth |
| FMPFX | Nuveen Small Cap Growth Opp R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Small Growth |
| NSCAX | Nuveen Small-Cap Value Opps A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Blend |
| NSCCX | Nuveen Small-Cap Value Opps C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Blend |
| NSCRX | Nuveen Small-Cap Value Opps I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Blend |
| NSCFX | Nuveen Small-Cap Value Opps R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Blend |
| MCYAX | NYLI Candriam Emerging Markets Eq Cl A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| MCYCX | NYLI Candriam Emerging Markets Eq Cl C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| MCYIX | NYLI Candriam Emerging Markets Eq Cl I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| MCYSX | NYLI Candriam Emerging Markets Eq Cl R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| MCYVX | NYLI Candriam Emerging Markets Eq Inv Cl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| VCRAX | NYLI CBRE Global Infrastructure Class A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Infrastructure |
| VCRCX | NYLI CBRE Global Infrastructure Class C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Infrastructure |
| VCRIX | NYLI CBRE Global Infrastructure Class I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Infrastructure |
| VCRQX | NYLI CBRE Global Infrastructure Class R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Infrastructure |
| VCRVX | NYLI CBRE Global Infrastructure Inv Cl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Infrastructure |
| IQRA | NYLI CBRE Real Assets ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| CLARX | NYLI CBRE Real Estate Class A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| CRCRX | NYLI CBRE Real Estate Class C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| CRARX | NYLI CBRE Real Estate Class I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| VREQX | NYLI CBRE Real Estate Class R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| CRVRX | NYLI CBRE Real Estate Fund Investor Cl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| CSHAX | NYLI Cushing® MLP Premier Class A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Energy Limited Partnership |
| CSHCX | NYLI Cushing® MLP Premier Class C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Energy Limited Partnership |
| CSHZX | NYLI Cushing® MLP Premier Class I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Energy Limited Partnership |
| CSHNX | NYLI Cushing® MLP Premier Investor Class | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Energy Limited Partnership |
| APSRX | NYLI Fiera SMID Growth Class A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Mid-Cap Growth |
| APSLX | NYLI Fiera SMID Growth Class C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Mid-Cap Growth |
| APSGX | NYLI Fiera SMID Growth Class I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Mid-Cap Growth |
| APSDX | NYLI Fiera SMID Growth Class R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Mid-Cap Growth |
| FCIWX | NYLI PineStone International Eq Cl R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Large Growth |
| FCIKX | NYLI PineStone International Eq Inv Cl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Large Growth |
| FCIRX | NYLI PineStone International Equity Cl A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Large Growth |
| FCICX | NYLI PineStone International Equity Cl C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Large Growth |
| FCIUX | NYLI PineStone International Equity Cl I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Large Growth |
| FCIHX | NYLI PineStone International Equity Cl P | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Large Growth |
| MOPAX | NYLI WMC Small Companies Class A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Blend |
| MOPCX | NYLI WMC Small Companies Class C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Blend |
| MOPIX | NYLI WMC Small Companies Class I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Blend |
| MOINX | NYLI WMC Small Companies Investor Class | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Blend |
| OEQAX | Oaktree Emerging Markets Equity A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| OEQIX | Oaktree Emerging Markets Equity I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| OBCHX | Oberweis China Opportunities | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
| OCHIX | Oberweis China Opportunities Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
| OBIIX | Oberweis International Opps Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
| OBIOX | Oberweis International Opps Inv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
| OBSOX | Oberweis Small-Cap Opportunities | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 2 | X | Small Growth |
| OBSIX | Oberweis Small-Cap Opportunities Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 2 | X | Small Growth |
| OCMAX | OCM Gold Atlas | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Precious Metals |
| OCMGX | OCM Gold Investor | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Precious Metals |
| OAEM | OneAscent Emerging Markets ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| CRIT | Optica Rare Earths & Critical Matrls ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Precious Metals |
| OSCV | Opus Small Cap Value Plus ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Blend |
| WGNIX | Pabrai Wagons Institutional | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Small/Mid Stock |
| WAGNX | Pabrai Wagons Retail | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Small/Mid Stock |
| PREAX | PACE Global Real Estate Securities A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| PREQX | PACE Global Real Estate Securities P | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| PWEAX | PACE International Em Mkts Eq A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| PCEMX | PACE International Em Mkts Eq P | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| PWETX | PACE International Em Mkts Eq P2 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| PQUAX | PACE Small/Medium Co Growth Equity A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| PCSGX | PACE Small/Medium Co Growth Equity P | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| USAI | Pacer American Energy Independence ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Energy Limited Partnership |
| SRVR | Pacer Benchmark Data&Infras RE SCTR ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| INDS | Pacer Benchmark Industrial RE SCTR ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| ODDS | Pacer BlueStar Digital Entertainment ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Technology |
| BULD | Pacer BlueStar Engineering the Fut ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Technology |
| EAFG | Pacer Developed Mkts Csh Cow Gr Ldr ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 1 | X | Foreign Large Growth |
| ECOW | Pacer Emerging Markets Cash Cows 100 ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| SHPP | Pacer Industrials and Logistics ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Industrials |
| GEME | Pacific NoS Global EM Equity Active ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| PAPPX | Papp Small & Mid-Cap Growth | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Mid-Cap Growth |
| PVIVX | Paradigm Micro-Cap | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Blend |
| PFSLX | Paradigm Select | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Mid-Cap Blend |
| PFPRX | Parnassus Mid Cap Growth Institutional | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | V | Mid-Cap Growth |
| PARNX | Parnassus Mid Cap Growth Investor | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | V | Mid-Cap Growth |
| PFPMX | Parnassus Mid Cap Institutional | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | V | Mid-Cap Blend |
| PARMX | Parnassus Mid-Cap | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | V | Mid-Cap Blend |
| GEOSX | Pear Tree Essex Environmental Opps Ins | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | V | Global Small/Mid Stock |
| EEOFX | Pear Tree Essex Environmental Opps Odnry | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | V | Global Small/Mid Stock |
| GEORX | Pear Tree Essex Environmental Opps R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | V | Global Small/Mid Stock |
| QUSIX | Pear Tree Polaris Fgn Val Sm Cap Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Foreign Small/Mid Value |
| QUSOX | Pear Tree Polaris Fgn Val Sm Cap Ord | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Foreign Small/Mid Value |
| QUSRX | Pear Tree Polaris Fgn Val Sm Cap R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Foreign Small/Mid Value |
| QFVIX | Pear Tree Polaris Foreign Value Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Foreign Large Value |
| QFVOX | Pear Tree Polaris Foreign Value Ord | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Foreign Large Value |
| QFVRX | Pear Tree Polaris Foreign Value R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Foreign Large Value |
| PDFDX | Perkins Discovery | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Health |
| PRCGX | Perritt MicroCap Opportunities Investor | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Blend |
| PURAX | PGIM Global Real Estate A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| PURCX | PGIM Global Real Estate C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| PURRX | PGIM Global Real Estate R | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| PUREX | PGIM Global Real Estate R2 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| PURGX | PGIM Global Real Estate R4 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| PGRQX | PGIM Global Real Estate R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| PURZX | PGIM Global Real Estate Z | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| PDEAX | PGIM Jennison Emerging Markets Eq Opps A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| PDECX | PGIM Jennison Emerging Markets Eq Opps C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| PDEZX | PGIM Jennison Emerging Markets Eq Opps Z | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| PDEQX | PGIM Jennison Emerging Markets Eq OppsR6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| PRPAX | PGIM Jennison Energy Infrastructure A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Energy Limited Partnership |
| PRPCX | PGIM Jennison Energy Infrastructure C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Energy Limited Partnership |
| PRPQX | PGIM Jennison Energy Infrastructure R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Energy Limited Partnership |
| PRPZX | PGIM Jennison Energy Infrastructure Z | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Energy Limited Partnership |
| PJFM | PGIM Jennison Focused Mid-Cap ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Mid-Cap Growth |
| PGJAX | PGIM Jennison Global Infrastructure A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Infrastructure |
| PGJCX | PGIM Jennison Global Infrastructure C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Infrastructure |
| PGJQX | PGIM Jennison Global Infrastructure R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Infrastructure |
| PGJZX | PGIM Jennison Global Infrastructure Z | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Infrastructure |
| PHLAX | PGIM Jennison Health Sciences A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Health |
| PHLCX | PGIM Jennison Health Sciences C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Health |
| PJHRX | PGIM Jennison Health Sciences R | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Health |
| PHLQX | PGIM Jennison Health Sciences R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Health |
| PHSZX | PGIM Jennison Health Sciences Z | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Health |
| PJIO | PGIM Jennison International Opports ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Large Growth |
| PWJAX | PGIM Jennison International Opps A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Large Growth |
| PWJCX | PGIM Jennison International Opps C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Large Growth |
| PWJRX | PGIM Jennison International Opps R | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Large Growth |
| PWJBX | PGIM Jennison International Opps R2 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Large Growth |
| PWJDX | PGIM Jennison International Opps R4 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Large Growth |
| PWJQX | PGIM Jennison International Opps R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Large Growth |
| PWJZX | PGIM Jennison International Opps Z | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Large Growth |
| PRUAX | PGIM Jennison Utility A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Utilities |
| PCUFX | PGIM Jennison Utility C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Utilities |
| JDURX | PGIM Jennison Utility R | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Utilities |
| PRUQX | PGIM Jennison Utility R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Utilities |
| PRUZX | PGIM Jennison Utility Z | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Utilities |
| PQEMX | PGIM Quant Solutions EMs Eq R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Diversified Emerging Mkts |
| PRKAX | PGIM Real Estate Income A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| PRKCX | PGIM Real Estate Income C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| PRKQX | PGIM Real Estate Income R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| PRKZX | PGIM Real Estate Income Z | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| SREAX | PGIM Select Real Estate A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| SRECX | PGIM Select Real Estate C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| SREQX | PGIM Select Real Estate R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| SREZX | PGIM Select Real Estate Z | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| PJEAX | PGIM US Real Estate A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| PJECX | PGIM US Real Estate C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| PJEQX | PGIM US Real Estate R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| PJEZX | PGIM US Real Estate Z | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| PHLOX | Philotimo Focused Growth and Income | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Moderately Aggressive Allocation |
| PVFIX | Pinnacle Value | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Small Value |
| PIIFX | Pioneer International Equity A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 1 | X | Foreign Large Blend |
| PCITX | Pioneer International Equity C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 1 | X | Foreign Large Blend |
| PIEKX | Pioneer International Equity K | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 1 | X | Foreign Large Blend |
| INVYX | Pioneer International Equity Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 1 | X | Foreign Large Blend |
| KDEF | PLUS Korea Defense Industry Index ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Industrials |
| POLEX | Polar Capital Emerging Market Strs Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| POLCX | Polar Capital Emerging Mkt Ex-Chn Strs | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| PCSCX | Polar Capital International Small Com | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
| PCCE | Polen Capital China Growth ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
| PCEM | Polen Capital Em Mkts ex-China Gr ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| PCIG | Polen Capital International Growth ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Large Growth |
| PGEIX | Polen Emerging Markets Growth Inst | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| POIIX | Polen International Growth Institutional | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Large Growth |
| POIRX | Polen International Growth Investor | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Large Growth |
| PBSIX | Polen US Small Company Growth Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| PBSRX | Polen US Small Company Growth Investor | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| PBSYX | Polen US Small Company Growth Y | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| POSAX | Principal Global Real Estate Sec A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| POSIX | Principal Global Real Estate Sec Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| PGRKX | Principal Global Real Estate Sec R3 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| PGRUX | Principal Global Real Estate Sec R5 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| PGRSX | Principal Global Real Estate Sec R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| PGSLX | Principal Global Sus Lstd Inf Inst | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Infrastructure |
| PEMGX | Principal MidCap A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Mid-Cap Growth |
| PMBCX | Principal MidCap C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Mid-Cap Growth |
| PCBIX | Principal MidCap Institutional | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Mid-Cap Growth |
| PMBJX | Principal MidCap J | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Mid-Cap Growth |
| PMBMX | Principal MidCap R3 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Mid-Cap Growth |
| PMBPX | Principal MidCap R5 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Mid-Cap Growth |
| PMAQX | Principal MidCap R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Mid-Cap Growth |
| BYRE | Principal Real Estate Active Opp ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| PRRAX | Principal Real Estate Securities A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| PRCEX | Principal Real Estate Securities C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| PFRSX | Principal Real Estate Securities Fd R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| PIREX | Principal Real Estate Securities Inst | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| PREJX | Principal Real Estate Securities J | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| PRERX | Principal Real Estate Securities R3 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| PREPX | Principal Real Estate Securities R5 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| TOLZ | ProShares DJ Brookfield Global Infras | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Infrastructure |
| PEX | ProShares Global Listed Private Equity | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Miscellaneous Sector |
| EMDV | ProShares MSCI Emerg Mkts Div Growers | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| TINY | ProShares Nanotechnology ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Technology |
| OND | ProShares On-Demand ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Communications |
| PAWZ | ProShares Pet Care ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Miscellaneous Sector |
| SMDV | ProShares Russell 2000 Dividend Growers | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Value |
| ION | ProShares S&P Global Cor Btty Mtls ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Natural Resources |
| CTEX | ProShares S&P Kensho Cleantech ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | V | Technology |
| MAKX | ProShares S&P Kensho Smart Factories ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Technology |
| REGL | ProShares S&P MidCap 400 Dividend Arst | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Small Value |
| SUPL | ProShares Supply Chain Logistics ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Industrials |
| PBDC | Putnam BDC Income ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Financial |
| PEMMX | Putnam Emerging Markets Equity A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| PEMZX | Putnam Emerging Markets Equity C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| PEMLX | Putnam Emerging Markets Equity R | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| PEMQX | Putnam Emerging Markets Equity R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| PEMYX | Putnam Emerging Markets Equity Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| PEMX | Putnam Emerging Markets Ex-China ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| PHSTX | Putnam Global Health Care A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Health |
| PCHSX | Putnam Global Health Care C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Health |
| PHSRX | Putnam Global Health Care R | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Health |
| PGHAX | Putnam Global Health Care R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Health |
| PHSYX | Putnam Global Health Care Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Health |
| PNVAX | Putnam International Capital Opp A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Blend |
| PUVCX | Putnam International Capital Opp C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Blend |
| PICRX | Putnam International Capital Opp R | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Blend |
| PICOX | Putnam International Capital Opp R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Blend |
| PIVYX | Putnam International Capital Opp Y | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Blend |
| PPEM | Putnam PanAgora ESG Emerg Mkts Eq ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Diversified Emerging Mkts |
| PNSAX | Putnam Small Cap Growth A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| PNSCX | Putnam Small Cap Growth C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| PSGRX | Putnam Small Cap Growth R | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| PLKGX | Putnam Small Cap Growth R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| PSYGX | Putnam Small Cap Growth Y | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| PMVAX | Putnam Sustainable Future A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 2 | V | Mid-Cap Growth |
| PMPCX | Putnam Sustainable Future C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 2 | V | Mid-Cap Growth |
| PFUT | Putnam Sustainable Future ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 2 | V | Mid-Cap Growth |
| PMVRX | Putnam Sustainable Future R | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 2 | V | Mid-Cap Growth |
| PNOTX | Putnam Sustainable Future R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 2 | V | Mid-Cap Growth |
| PMVYX | Putnam Sustainable Future Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 2 | V | Mid-Cap Growth |
| PZIEX | Pzena Emerging Markets Value Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| PZVEX | Pzena Emerging Markets Value Investor | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| PZIIX | Pzena International Small Cap Value Ins | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Value |
| PZVIX | Pzena International Small Cap Value Inv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Value |
| QCGAX | Quantified Common Ground Advisor | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | V | Mid-Cap Blend |
| QCGDX | Quantified Common Ground Investor | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | V | Mid-Cap Blend |
| CNCR | Range Cancer Therapeutics ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Health |
| COAL | Range Global Coal ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Energy |
| OFOS | Range Global Offshore Oil Services ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Energy |
| INDF | Range India Financials ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | India Equity |
| RFIMX | Ranger Micro Cap Institutional | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| RFISX | Ranger Small Cap Institutional | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| RAYC | Rayliant Quantamental China Equity ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
| RAYE | Rayliant Quantamental Emer Mkt Eq ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| RAYJ | Rayliant SMDAM Japan Equity ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 4 | 1 | X | Japan Stock |
| RCEAX | RBC China Equity A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
| RBCIX | RBC China Equity I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
| RBCRX | RBC China Equity R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
| REEAX | RBC Emerging Markets Equity A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| REEIX | RBC Emerging Markets Equity I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| RREMX | RBC Emerging Markets Equity R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| RECAX | RBC Emerging Markets Ex-China Equity A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| RECIX | RBC Emerging Markets Ex-China Equity I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| RECRX | RBC Emerging Markets Ex-China Equity R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| REVAX | RBC Emerging Markets Value Equity A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| REMVX | RBC Emerging Markets Value Equity I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| RMVRX | RBC Emerging Markets Value Equity R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| TETAX | RBC Enterprise A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Blend |
| TETIX | RBC Enterprise I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Blend |
| RIEAX | RBC International Equity A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 4 | 1 | X | Foreign Large Blend |
| RIEIX | RBC International Equity I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 4 | 1 | X | Foreign Large Blend |
| RIERX | RBC International Equity R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 4 | 1 | X | Foreign Large Blend |
| RISSX | RBC International Small Cap Equity A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
| RISIX | RBC International Small Cap Equity I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
| RISRX | RBC International Small Cap Equity R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
| RSRFX | Reaves Infrastructure Fund Class Inst | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Infrastructure |
| RPMFX | Reinhart Genesis PMV Advisor | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Blend |
| RPMAX | Reinhart Genesis PMV Investor | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Blend |
| RPMVX | Reinhart Mid Cap PMV Adv | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Mid-Cap Value |
| RPMNX | Reinhart Mid Cap PMV Institutional | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Mid-Cap Value |
| RPMMX | Reinhart Mid Cap PMV Inv | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Mid-Cap Value |
| IPOS | Renaissance International IPO ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Large Growth |
| IPO | Renaissance IPO ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Mid-Cap Growth |
| NIXT | Research Affiliates Deletions ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Mid-Cap Value |
| HAUS | Residential REIT ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| RHJSX | Rice Hall James Micro Cap Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| RIVSX | River Oak Discovery | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Blend |
| RNCIX | RiverNorth Core Opportunity I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Moderate Allocation |
| RNCOX | RiverNorth Core Opportunity R | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Moderate Allocation |
| SPCZ | RiverNorth Ehd PMgr SPAC ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Financial |
| RMBBX | RMB Small Cap I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| RBNAX | Robinson Opportunistic Income A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Moderately Conservative Allocation |
| RBNCX | Robinson Opportunistic Income C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Moderately Conservative Allocation |
| RBNNX | Robinson Opportunistic Income Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Moderately Conservative Allocation |
| HTEC | Robo Global® Hlthcare Tech & Innovt ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Health |
| ROBO | Robo Global® Robotics&Automation ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Global Small/Mid Stock |
| RSMC | Rockefeller U.S. Small-Mid Cap ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Mid-Cap Growth |
| OZEM | Roundhill GLP-1 & Weight Loss ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Health |
| BETZ | Roundhill Sports Betting & iGaming ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Consumer Cyclical |
| NERD | Roundhill Video Games ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Communications |
| RPRCX | Royce Premier Consult | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Blend |
| RPFIX | Royce Premier Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Blend |
| RYPRX | Royce Premier Invmt | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Blend |
| RPFFX | Royce Premier Service | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Blend |
| ROFCX | Royce Small-Cap Opportunity Consult | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Value |
| ROFIX | Royce Small-Cap Opportunity Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Value |
| RYPNX | Royce Small-Cap Opportunity Invmt | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Value |
| ROFRX | Royce Small-Cap Opportunity R | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Value |
| RYOFX | Royce Small-Cap Opportunity Svc | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Value |
| RSQCX | Royce Small-Cap Special Equity Consult | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Value |
| RSEIX | Royce Small-Cap Special Equity Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Value |
| RYSEX | Royce Small-Cap Special Equity Invmt | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Value |
| RSEFX | Royce Small-Cap Special Equity Svc | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Value |
| RVVHX | Royce Small-Cap Value Investment | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Small Value |
| RYVFX | Royce Small-Cap Value Service | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Small Value |
| RVPIX | Royce Smaller-Companies Growth Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Small Growth |
| RVPHX | Royce Smaller-Companies Growth Invmt | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Small Growth |
| RYVPX | Royce Smaller-Companies Growth Svc | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Small Growth |
| RGIAX | Russell Inv Global Infrastructure A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Infrastructure |
| RGCIX | Russell Inv Global Infrastructure C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Infrastructure |
| RGFTX | Russell Inv Global Infrastructure M | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Infrastructure |
| RGISX | Russell Inv Global Infrastructure S | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Infrastructure |
| RGIYX | Russell Inv Global Infrastructure Y | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Infrastructure |
| RREAX | Russell Inv Global Real Estate Secs A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| RRSCX | Russell Inv Global Real Estate Secs C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| RETTX | Russell Inv Global Real Estate Secs M | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| RRSRX | Russell Inv Global Real Estate Secs R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| RRESX | Russell Inv Global Real Estate Secs S | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| RREYX | Russell Inv Global Real Estate Secs Y | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| RYBOX | Rydex Biotechnology A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Health |
| RYCFX | Rydex Biotechnology C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Health |
| RYOAX | Rydex Biotechnology H | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Health |
| RYOIX | Rydex Biotechnology Inv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Health |
| RYELX | Rydex Electronics A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Technology |
| RYSCX | Rydex Electronics C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Technology |
| RYSAX | Rydex Electronics H | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Technology |
| RYSIX | Rydex Electronics Inv | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Technology |
| RYESX | Rydex Energy Services A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Energy |
| RYVCX | Rydex Energy Services C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Energy |
| RYVAX | Rydex Energy Services H | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Energy |
| RYVIX | Rydex Energy Services Inv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Energy |
| RYMNX | Rydex Precious Metals A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Precious Metals |
| RYZCX | Rydex Precious Metals C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Precious Metals |
| RYMPX | Rydex Precious Metals H | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Precious Metals |
| RYPMX | Rydex Precious Metals Inv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Precious Metals |
| RYREX | Rydex Real Estate A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| RYCRX | Rydex Real Estate C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| RYHRX | Rydex Real Estate H | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| RYMGX | Rydex S&P MidCap 400 Pure Growth A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Mid-Cap Growth |
| RYCKX | Rydex S&P MidCap 400 Pure Growth C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Mid-Cap Growth |
| RYBHX | Rydex S&P MidCap 400 Pure Growth H | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Mid-Cap Growth |
| RYSVX | Rydex S&P SmallCap 600 Pure Value A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Small Value |
| RYYCX | Rydex S&P SmallCap 600 Pure Value C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Small Value |
| RYAZX | Rydex S&P SmallCap 600 Pure Value H | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Small Value |
| RYUTX | Rydex Utilities A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Utilities |
| RYCUX | Rydex Utilities C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Utilities |
| RYAUX | Rydex Utilities H | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Utilities |
| RYUIX | Rydex Utilities Inv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Utilities |
| SAREX | SA Real Estate Securities | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| CEFS | Saba Closed-End Funds ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Tactical Allocation |
| SLVYX | Saratoga Large Capitalization Value A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Mid-Cap Blend |
| SLVCX | Saratoga Large Capitalization Value C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Mid-Cap Blend |
| SLCVX | Saratoga Large Capitalization Value I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Mid-Cap Blend |
| SSCYX | Saratoga Small Capitalization A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Blend |
| SSCCX | Saratoga Small Capitalization C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Blend |
| SSCPX | Saratoga Small Capitalization I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Blend |
| SWASX | Schwab Global Real Estate | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| SCHY | Schwab International Dividend Equity ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Large Value |
| SCHH | Schwab US REIT ETF™ | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| RCMFX | Schwartz Value Focused | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Mid-Cap Blend |
| SIGIX | Seafarer Overseas Gr and Income Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| SFGIX | Seafarer Overseas Gr and Income Investor | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| SFGRX | Seafarer Overseas Gr and Income Retail | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| SIVLX | Seafarer Overseas Value Institutional | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| SFVLX | Seafarer Overseas Value Investor | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| SFVRX | Seafarer Overseas Value Retail | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| SBEMX | Segall Bryant & Hamill Em Mkts Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| SBHEX | Segall Bryant & Hamill Em Mkts Retl | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| SBHVX | Segall Bryant & Hamill Sm Cp Val Ins | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Small Blend |
| SBRVX | Segall Bryant & Hamill Sm Cp Val Ret | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Small Blend |
| WTSGX | Segall Bryant & Hamill Small Cap Gr Ret | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| WISGX | Segall Bryant & Hamill Small Cap GrInstl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| SMQFX | SEI Emerging Markets Equity A (SIIT) | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| SETAX | SEI Real Estate F (SIMT) | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| SEIRX | SEI Real Estate I (SIMT) | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| SREYX | SEI Real Estate Y (SIMT) | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| SEEM | SEI Select Emerging Markets Equity ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| SLSDX | Selected International D | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Large Blend |
| SLSSX | Selected International S | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Large Blend |
| WASIX | Seven Canyons Strategic Global Investor | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
| WIGTX | Seven Canyons World Innovators Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
| WAGTX | Seven Canyons World Innovators Investor | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
| EMSQX | Shelton Emerging Markets Institutiona | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| EMSLX | Shelton Emerging Markets Investor | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| SURI | Simplify Propel Opportunities ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Health |
| IOPP | Simplify Tara India Opportunities ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | India Equity |
| ADIV | SmartETFs Asia Pcfc Dvdnd Bldr ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Pacific/Asia ex-Japan Stk |
| SOLR | SmartETFs Sustainable Energy II ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 3 | 0 | V | Equity Energy |
| SVXAX | Smead International Value A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Foreign Large Value |
| SVXCX | Smead International Value C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Foreign Large Value |
| SVXFX | Smead International Value I1 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Foreign Large Value |
| SVXLX | Smead International Value Inv | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Foreign Large Value |
| SVXYX | Smead International Value Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Foreign Large Value |
| BOAT | SonicShares™ Global Shipping ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Industrials |
| FXED | Sound Enhanced Fixed Income ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Conservative Allocation |
| SSSIX | SouthernSun Small Cap, I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Small Blend |
| SSSFX | SouthernSun Small Cap, N | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Small Blend |
| SSEIX | SouthernSun U.S. Equity, I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Small Blend |
| SSEFX | SouthernSun U.S. Equity, N | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Small Blend |
| SPRE | SP Funds S&P Global REIT Sharia ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| RWO | SPDR® Dow Jones® Global Real Estate ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| RWX | SPDR® Dow Jones® International RelEstETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| RWR | SPDR® Dow Jones® REIT ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| XITK | SPDR® FactSet Innovative Technology ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 1 | X | Technology |
| CNRG | SPDR® Kensho Clean Power ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | V | Equity Energy |
| XBI | SPDR® S&P Biotech ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Health |
| GXC | SPDR® S&P China ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | China Region |
| GMF | SPDR® S&P Emerging Asia Pacific ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Pacific/Asia ex-Japan Stk |
| EDIV | SPDR® S&P Emerging Markets Dividend ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| XHE | SPDR® S&P Health Care Equipment ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Health |
| XHB | SPDR® S&P Homebuilders ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Consumer Cyclical |
| KIE | SPDR® S&P Insurance ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Financial |
| XME | SPDR® S&P Metals and Mining ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Natural Resources |
| XES | SPDR® S&P Oil & Gas Equipment&Svcs ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Energy |
| XPH | SPDR® S&P Pharmaceuticals ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Health |
| XSD | SPDR® S&P Semiconductor ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Technology |
| GII | SPDR® S&P® Global Infrastructure ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Infrastructure |
| DWX | SPDR® S&P® International Dividend ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Foreign Large Value |
| SPRX | Spear Alpha ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Technology |
| SOAUX | Spirit of America Utilities A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Utilities |
| SOCUX | Spirit of America Utilities C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Utilities |
| SOIUX | Spirit of America Utilts Inst | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Utilities |
| GBUG | Sprott Active Gold & Silver Miners ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Precious Metals |
| COPP | Sprott Copper Miners ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Natural Resources |
| SETM | Sprott Critical Materials ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Natural Resources |
| SGDIX | Sprott Gold Equity Institutional | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Precious Metals |
| SGDLX | Sprott Gold Equity Investor | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Precious Metals |
| SGDM | Sprott Gold Miners ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Precious Metals |
| COPJ | Sprott Junior Copper Miners ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Natural Resources |
| SGDJ | Sprott Junior Gold Miners ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Precious Metals |
| URNJ | Sprott Junior Uranium Miners ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Natural Resources |
| LITP | Sprott Lithium Miners ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Natural Resources |
| NIKL | Sprott Nickel Miners ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Natural Resources |
| SLVR | Sprott Silver Mnrs & Physical Silver ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Precious Metals |
| URNM | Sprott Uranium Miners ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Natural Resources |
| SPYGX | Spyglass Growth Institutional | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Mid-Cap Growth |
| SRHR | SRH REIT Covered Call ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| STRLX | Sterling Capital MdCp Relatv Val A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 2 | X | Mid-Cap Blend |
| STRNX | Sterling Capital MdCp Relatv Val C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 2 | X | Mid-Cap Blend |
| STRGX | Sterling Capital MdCp Relatv Val Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 2 | X | Mid-Cap Blend |
| STMMX | Sterling Capital Real Estate A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| STMOX | Sterling Capital Real Estate C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| STMDX | Sterling Capital Real Estate I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| SCREX | Sterling Capital Rl Estt R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| STSNX | Sterling Capital SmCp Val A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Small Blend |
| STSOX | Sterling Capital SmCp Val C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Small Blend |
| STSCX | Sterling Capital SmCp Val Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Small Blend |
| SCSIX | Sterling Capital SmCp Val R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Small Blend |
| FGOMX | Strategic Advisers Fidelity Em Mkts | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| SHOC | Strive U.S. Semiconductor ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Technology |
| TRAMX | T. Rowe Price Africa & Middle East | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Miscellaneous Region |
| PRAMX | T. Rowe Price Africa & Middle East I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Miscellaneous Region |
| TRZMX | T. Rowe Price Africa & Middle East Z | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Miscellaneous Region |
| TRAOX | T. Rowe Price Asia Opportunities | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Pacific/Asia ex-Japan Stk |
| PAAOX | T. Rowe Price Asia Opportunities Advisor | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Pacific/Asia ex-Japan Stk |
| TRASX | T. Rowe Price Asia Opportunities I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Pacific/Asia ex-Japan Stk |
| TCELX | T. Rowe Price China Evolution Equity | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
| TRCLX | T. Rowe Price China Evolution Equity I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
| PRIJX | T. Rowe Price Em Mkts Discv Stk | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| PAIJX | T. Rowe Price Em Mkts Discv Stk Adv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| REVIX | T. Rowe Price Em Mkts Discv Stk I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| TRFZX | T. Rowe Price Em Mkts Discv Stk Z | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| TREMX | T. Rowe Price Emerging Europe | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Miscellaneous Region |
| TTEEX | T. Rowe Price Emerging Europe I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Miscellaneous Region |
| TRZEX | T. Rowe Price Emerging Europe Z | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Miscellaneous Region |
| PRMSX | T. Rowe Price Emerging Markets Stock | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| PRZIX | T. Rowe Price Emerging Markets Stock I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| TRGZX | T. Rowe Price Emerging Markets Stock Z | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| TGBLX | T. Rowe Price Global Impact Equity I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | V | Global Large-Stock Growth |
| TGPEX | T. Rowe Price Global Impact Equity Inv | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | V | Global Large-Stock Growth |
| TRGRX | T. Rowe Price Global Real Estate | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| PAGEX | T. Rowe Price Global Real Estate Adv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| TIRGX | T. Rowe Price Global Real Estate I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| IEMFX | T. Rowe Price Instl Emerging Mkts Eq | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| PRIDX | T. Rowe Price International Discovery | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
| TIDDX | T. Rowe Price International Discovery I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
| TRZKX | T. Rowe Price International Discovery Z | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
| PRJPX | T. Rowe Price Japan | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 3 | 1 | X | Japan Stock |
| RJAIX | T. Rowe Price Japan I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 3 | 1 | X | Japan Stock |
| TRZJX | T. Rowe Price Japan Z | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 3 | 1 | X | Japan Stock |
| PRLAX | T. Rowe Price Latin America | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Latin America Stock |
| RLAIX | T. Rowe Price Latin America I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Latin America Stock |
| TRZYX | T. Rowe Price Latin America Z | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Latin America Stock |
| PRASX | T. Rowe Price New Asia | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Pacific/Asia ex-Japan Stk |
| PNSIX | T. Rowe Price New Asia I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Pacific/Asia ex-Japan Stk |
| TRZNX | T. Rowe Price New Asia Z | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Pacific/Asia ex-Japan Stk |
| TROSX | T. Rowe Price Overseas Stock | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 5 | 0 | X | Foreign Large Blend |
| PAEIX | T. Rowe Price Overseas Stock Advisor | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 5 | 0 | X | Foreign Large Blend |
| TROIX | T. Rowe Price Overseas Stock I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 5 | 0 | X | Foreign Large Blend |
| TRZSX | T. Rowe Price Overseas Stock Z | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 5 | 0 | X | Foreign Large Blend |
| TRREX | T. Rowe Price Real Estate | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| PAREX | T. Rowe Price Real Estate Advisor | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| TIRRX | T. Rowe Price Real Estate I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| TGREX | TCW Global Real Estate I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Global Real Estate |
| TGRYX | TCW Global Real Estate N | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Global Real Estate |
| SUPP | TCW Transform Supply Chain ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Large Blend |
| VOLT | Tema Electrification ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Equity Energy |
| LUX | Tema Luxury ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Consumer Cyclical |
| HRTS | Tema Obesity & Cardiometabolic ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Health |
| CANC | Tema Oncology ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Health |
| TEDMX | Templeton Developing Markets A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| TDADX | Templeton Developing Markets Adv | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| TDMTX | Templeton Developing Markets C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| TDMRX | Templeton Developing Markets R | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| FDEVX | Templeton Developing Markets R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| TEMMX | Templeton Emerging Markets Small Cap A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| TEMZX | Templeton Emerging Markets Small Cap Adv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| TCEMX | Templeton Emerging Markets Small Cap C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| FTESX | Templeton Emerging Markets Small Cap R | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| FTEQX | Templeton Emerging Markets Small Cap R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| TEMFX | Templeton Foreign A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 1 | X | Foreign Large Value |
| TFFAX | Templeton Foreign Adv | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 1 | X | Foreign Large Value |
| TEFTX | Templeton Foreign C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 1 | X | Foreign Large Value |
| TEFRX | Templeton Foreign R | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 1 | X | Foreign Large Value |
| FTFGX | Templeton Foreign R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 1 | X | Foreign Large Value |
| TEMGX | Templeton Global Smaller Comp A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Small/Mid Stock |
| TGSAX | Templeton Global Smaller Comp Adv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Small/Mid Stock |
| TESGX | Templeton Global Smaller Comp C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Small/Mid Stock |
| FBOGX | Templeton Global Smaller Comp R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Small/Mid Stock |
| TFSCX | Templeton Ins Foreign Smaller Co Ser Adv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Blend |
| TFEQX | Templeton Instl Intl Eq Ser Primary | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 1 | X | Foreign Large Value |
| TFESX | Templeton Instl Intl Eq Ser Service | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 1 | X | Foreign Large Value |
| WWSAX | TETON Westwood SmallCap Equity A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Small Blend |
| WESCX | TETON Westwood SmallCap Equity AAA | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Small Blend |
| WWSCX | TETON Westwood SmallCap Equity C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Small Blend |
| WWSIX | TETON Westwood SmallCap Equity I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Small Blend |
| XLB | The Materials Select Sector SPDR® ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Natural Resources |
| XLRE | The Real Estate Select Sector SPDR® | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| XLU | The Utilities Select Sector SPDR® ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Utilities |
| AIRL | Themes Airlines ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Miscellaneous Sector |
| COPA | Themes Copper Miners ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Natural Resources |
| FINE | Themes European Luxury ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Consumer Cyclical |
| AUMI | Themes Gold Miners ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Precious Metals |
| LIMI | Themes Lithium & Battery Metal Mnrs ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Natural Resources |
| AGMI | Themes Silver Miners ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Precious Metals |
| URAN | Themes Uranium & Nuclear ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Miscellaneous Sector |
| REIFX | Third Avenue International RE Val Fndrs | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| REIZX | Third Avenue International RE Val Z | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| TAREX | Third Avenue Real Estate Value Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| TVRVX | Third Avenue Real Estate Value Investor | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| TARZX | Third Avenue Real Estate Value Z | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| TASCX | Third Avenue Small Cap Value Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Value |
| TVSVX | Third Avenue Small Cap Value Investor | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Value |
| TASZX | Third Avenue Small Cap Value Z | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Value |
| TAVFX | Third Avenue Value Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Small/Mid Stock |
| TVFVX | Third Avenue Value Investor | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Small/Mid Stock |
| TAVZX | Third Avenue Value Z | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Small/Mid Stock |
| THDAX | Thornburg Developing World A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| THDCX | Thornburg Developing World C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| THDIX | Thornburg Developing World I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| THDRX | Thornburg Developing World R5 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| TDWRX | Thornburg Developing World R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| THMGX | Thornburg Emerging Markets Mgd Acct I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| TGVAX | Thornburg International Equity A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 3 | 0 | X | Foreign Large Blend |
| THGCX | Thornburg International Equity C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 3 | 0 | X | Foreign Large Blend |
| TXUE | Thornburg International Equity ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 4 | 0 | X | Foreign Large Value |
| TGVIX | Thornburg International Equity I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 3 | 0 | X | Foreign Large Blend |
| TGVRX | Thornburg International Equity R3 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 3 | 0 | X | Foreign Large Blend |
| THVRX | Thornburg International Equity R4 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 3 | 0 | X | Foreign Large Blend |
| TIVRX | Thornburg International Equity R5 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 3 | 0 | X | Foreign Large Blend |
| TGIRX | Thornburg International Equity R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 3 | 0 | X | Foreign Large Blend |
| TIGAX | Thornburg International Growth A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Large Growth |
| TIGCX | Thornburg International Growth C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Large Growth |
| TXUG | Thornburg International Growth ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Large Growth |
| TINGX | Thornburg International Growth I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Large Growth |
| TIGVX | Thornburg International Growth R3 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Large Growth |
| TINVX | Thornburg International Growth R4 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Large Growth |
| TINFX | Thornburg International Growth R5 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Large Growth |
| THGIX | Thornburg International Growth R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Large Growth |
| THCGX | Thornburg Small/Mid Cap Growth A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Mid-Cap Growth |
| TCGCX | Thornburg Small/Mid Cap Growth C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Mid-Cap Growth |
| THIGX | Thornburg Small/Mid Cap Growth I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Mid-Cap Growth |
| THCRX | Thornburg Small/Mid Cap Growth R3 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Mid-Cap Growth |
| TCGRX | Thornburg Small/Mid Cap Growth R4 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Mid-Cap Growth |
| THGRX | Thornburg Small/Mid Cap Growth R5 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Mid-Cap Growth |
| Thrivent Core Emerging Markets Equity | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 3 | 0 | X | Diversified Emerging Mkts |
| TCFSCV | Thrivent Core Small Cap Value | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Small Value |
| TMCGX | Thrivent Mid Cap Growth S | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Mid-Cap Growth |
| TSCGX | Thrivent Small Cap Growth S | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Small Growth |
| AASMX | Thrivent Small Cap Stock A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Small Blend |
| TSCSX | Thrivent Small Cap Stock S | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Small Blend |
| TPLNX | Timothy Plan Small Cap Value A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Blend |
| TSVCX | Timothy Plan Small Cap Value C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Blend |
| TPVIX | Timothy Plan Small Cap Value I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Blend |
| INFIX | Tortoise Energy Infras and Inc Ins | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Energy Limited Partnership |
| INFRX | Tortoise Energy Infrastructure and Inc A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Energy Limited Partnership |
| INFFX | Tortoise Energy Infrastructure and Inc C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Energy Limited Partnership |
| TORTX | Tortoise Energy Infrastructure TR A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Energy Limited Partnership |
| TORCX | Tortoise Energy Infrastructure TR C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Energy Limited Partnership |
| TORIX | Tortoise Energy Infrastructure TR Ins | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Energy Limited Partnership |
| TBLU | Tortoise Global Water ESG | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Natural Resources |
| TPYP | Tortoise North American Pipeline | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Energy Limited Partnership |
| TPZ | Tortoise Power and Energy Infrastructure | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Energy |
| TMAPX | Touchstone Mid Cap A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Mid-Cap Blend |
| TMCJX | Touchstone Mid Cap C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Mid-Cap Blend |
| TMPIX | Touchstone Mid Cap Institutional | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Mid-Cap Blend |
| TMPRX | Touchstone Mid Cap R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Mid-Cap Blend |
| TMCPX | Touchstone Mid Cap Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Mid-Cap Blend |
| TMCTX | Touchstone Mid Cap Z | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Mid-Cap Blend |
| TEQAX | Touchstone Non-US Equity A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 4 | 1 | V | Foreign Large Blend |
| TEQCX | Touchstone Non-US Equity C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 4 | 1 | V | Foreign Large Blend |
| TROCX | Touchstone Non-US Equity I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 4 | 1 | V | Foreign Large Blend |
| TIQIX | Touchstone Non-US Equity Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 4 | 1 | V | Foreign Large Blend |
| TEMX | Touchstone Sands Cap EM ex-China Gr ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| TPYAX | Touchstone Sands Capital Intl Gr Eq A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Large Growth |
| TPYCX | Touchstone Sands Capital Intl Gr Eq C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Large Growth |
| TPYIX | Touchstone Sands Capital Intl Gr Eq I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Large Growth |
| TPYRX | Touchstone Sands Capital Intl Gr Eq R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Large Growth |
| TPYYX | Touchstone Sands Capital Intl Gr Eq Y | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Large Growth |
| TSMGX | Touchstone Sands Cptl Emerg Mkts Gr A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| TEGCX | Touchstone Sands Cptl Emerg Mkts Gr C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| TSEGX | Touchstone Sands Cptl Emerg Mkts Gr Inst | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| TSRMX | Touchstone Sands Cptl Emerg Mkts Gr R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| TSEMX | Touchstone Sands Cptl Emerg Mkts Gr Y | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| TSFAX | Touchstone Small Cap A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Small Blend |
| TSFCX | Touchstone Small Cap C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Small Blend |
| TSFIX | Touchstone Small Cap Institutional | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Small Blend |
| TSFYX | Touchstone Small Cap Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Small Blend |
| IALAX | Transamerica Capital Growth A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Large Growth |
| ILLLX | Transamerica Capital Growth C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Large Growth |
| TFOIX | Transamerica Capital Growth I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Large Growth |
| Transamerica Capital Growth I2 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Large Growth |
| TAAEX | Transamerica Capital Growth R | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Large Growth |
| TCPWX | Transamerica Capital Growth R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Large Growth |
| TEOIX | Transamerica Emerging Markets Eq I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| TEOJX | Transamerica Emerging Markets Eq I2 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| TEOOX | Transamerica Emerging Markets Eq R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| TMLAX | Transamerica Energy Infrastructure A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Energy Limited Partnership |
| TMCLX | Transamerica Energy Infrastructure C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Energy Limited Partnership |
| TMLPX | Transamerica Energy Infrastructure I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Energy Limited Partnership |
| Transamerica Energy Infrastructure I2 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Energy Limited Partnership |
| TGRHX | Transamerica International Focus A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Large Growth |
| TGRGX | Transamerica International Focus I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Large Growth |
| Transamerica International Focus I2 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Large Growth |
| TGRFX | Transamerica International Focus R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Large Growth |
| TISVX | Transamerica International Sm Cp Val I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Blend |
| Transamerica International Sm Cp Val I2 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Blend |
| TSLSX | Transamerica International Sm Cp Val R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Blend |
| TISDX | Transamerica Intl Sust Eq A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 4 | 2 | V | Foreign Large Blend |
| TISLX | Transamerica Intl Sust Eq R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 4 | 2 | V | Foreign Large Blend |
| ASGTX | Transamerica Small Cap Growth A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| CSGTX | Transamerica Small Cap Growth C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| ISCGX | Transamerica Small Cap Growth I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| TSPIX | Transamerica Small Cap Growth I2 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| TSPTX | Transamerica Small Cap Growth I3 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| TSPRX | Transamerica Small Cap Growth R | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| TSPFX | Transamerica Small Cap Growth R4 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| RTSGX | Transamerica Small Cap Growth R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| FOSCX | Tributary Small Company Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Small Blend |
| FOSBX | Tributary Small Company Instl Plus | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Small Blend |
| FSMCX | Tributary Small/Mid Cap Institutional | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Small Blend |
| FSMBX | Tributary Small/Mid Cap Instl Plus | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Small Blend |
| TSMDX | Trillium ESG Small/Mid Cap Institutional | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | V | Mid-Cap Blend |
| RNWZ | TrueShares Eagle Glbl Rnwbls Engy IncETF | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Equity Energy |
| TSWMX | TSW Emerging Markets Institutional | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| UEIPX | UBS Engage For Impact P | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Global Large-Stock Blend |
| EIPTX | UBS Engage For Impact P2 | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Global Large-Stock Blend |
| BNSCX | UBS US Small Cap Growth A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Small Growth |
| BISCX | UBS US Small Cap Growth P | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Small Growth |
| GOAU | US Global GO GOLD and Prec Mtl Mnrs ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Precious Metals |
| USERX | US Global Investors Gld & Prec Mtls | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Precious Metals |
| USLUX | US Global Investors Global Luxury Goods | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Consumer Cyclical |
| PSPFX | US Global Investors Global Res | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Natural Resources |
| UNWPX | US Global Investors World Prec Mnral | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Precious Metals |
| SEA | US Global Sea to Sky Cargo ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Industrials |
| UMI | USCF Midstream Energy Income ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Energy Limited Partnership |
| VCGEX | VALIC Company I Emerg Economies | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 4 | 0 | X | Diversified Emerging Mkts |
| VGREX | VALIC Company I Global Real Estate | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| VVSGX | VALIC Company I Small Cap Growth | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| AFK | VanEck Africa ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Miscellaneous Region |
| BIZD | VanEck BDC Income ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Financial |
| BBH | VanEck Biotech ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Health |
| BRF | VanEck Brazil Small-Cap ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Latin America Stock |
| CNXT | VanEck ChiNext ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
| DGIN | VanEck Digital India ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | India Equity |
| GBFAX | VanEck Emerging Markets A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| EMRCX | VanEck Emerging Markets C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| EMRIX | VanEck Emerging Markets I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| EMRYX | VanEck Emerging Markets Y | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| EMRZX | VanEck Emerging Markets Z | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| EINC | VanEck Energy Income ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Energy Limited Partnership |
| EVX | VanEck Environmental Svcs ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Industrials |
| SMHX | VanEck Fabless Semiconductor ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Technology |
| BJK | VanEck Gaming ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Consumer Cyclical |
| GDX | VanEck Gold Miners ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Precious Metals |
| GMET | VanEck Green Metals ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Natural Resources |
| GLIN | VanEck India Growth Ldrs ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | India Equity |
| IDX | VanEck Indonesia ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Miscellaneous Region |
| INIVX | VanEck International Investors Gold A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Precious Metals |
| IIGCX | VanEck International Investors Gold C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Precious Metals |
| INIIX | VanEck International Investors Gold I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Precious Metals |
| INIYX | VanEck International Investors Gold Y | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Precious Metals |
| GDXJ | VanEck Junior Gold Miners ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Precious Metals |
| SMOG | VanEck Low Carbon Energy ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | V | Miscellaneous Sector |
| MOTI | VanEck Morningstar Intl Moat ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Large Value |
| MORT | VanEck Mortgage REIT Income ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| DESK | VanEck Office and Commercial REIT ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| OIH | VanEck Oil Services ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Energy |
| PPH | VanEck Pharmaceutical ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Health |
| REMX | VanEck Rare Earth & Strat Mtls ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Precious Metals |
| SMH | VanEck Semiconductor ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Technology |
| SLX | VanEck Steel ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Natural Resources |
| NLR | VanEck Uranium & Nuclear ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Miscellaneous Sector |
| ESPO | VanEck Vdo Gaming and eSprts ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Communications |
| VNM | VanEck Vietnam ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Miscellaneous Region |
| RNEW | VanEck® Green Infrastructure ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | V | Infrastructure |
| VAIGX | Vanguard Advice Select Intl Gr Admiral | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Foreign Large Growth |
| VEOAX | Vanguard Global Environmental Opp StkAdm | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Global Large-Stock Growth |
| VEOIX | Vanguard Global Environmental Opp StkInv | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Global Large-Stock Growth |
| VAW | Vanguard Materials ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Natural Resources |
| VMIAX | Vanguard Materials Index Admiral | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Natural Resources |
| VNQ | Vanguard Real Estate ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| VRTPX | Vanguard Real Estate II Index | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| VGSLX | Vanguard Real Estate Index Admiral | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| VGSNX | Vanguard Real Estate Index Institutional | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| VGSIX | Vanguard Real Estate Index Investor | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| ADVLX | Vaughan Nelson International Cl I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Large Blend |
| ADVJX | Vaughan Nelson International Investor Cl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Large Blend |
| EATV | VegTech Food Innovation & Climate ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Consumer Defensive |
| VESAX | VELA Small Cap A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Blend |
| VESMX | VELA Small Cap I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Blend |
| VGSR | Vert Global Sustainable Real Estate ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Global Real Estate |
| UTRN | Vesper US Large Cap S-T Rvrsl Stgy ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Large Blend |
| RSNRX | Victory Global Energy Transition A | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Natural Resources |
| RGNCX | Victory Global Energy Transition C | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Natural Resources |
| RSNYX | Victory Global Energy Transition Y | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Natural Resources |
| MMEAX | Victory Integrity Discovery A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Small Value |
| MMECX | Victory Integrity Discovery C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Small Value |
| MMMMX | Victory Integrity Discovery Member | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Small Value |
| MMEYX | Victory Integrity Discovery Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Small Value |
| UPMMX | Victory Precious Metals & Minerals Cl A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Precious Metals |
| UIPMX | Victory Precious Metals & Minerals Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Precious Metals |
| USAGX | Victory Precious Metals and Minerals | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Precious Metals |
| RSDGX | Victory RS Select Growth A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Mid-Cap Growth |
| RSGFX | Victory RS Select Growth C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Mid-Cap Growth |
| RSSRX | Victory RS Select Growth R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Mid-Cap Growth |
| RSSYX | Victory RS Select Growth Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Mid-Cap Growth |
| GPSCX | Victory RS Small Cap Equity A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Small Growth |
| RSCCX | Victory RS Small Cap Equity C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Small Growth |
| RSMMX | Victory RS Small Cap Equity Member | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Small Growth |
| RSCYX | Victory RS Small Cap Equity Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Small Growth |
| GBEMX | Victory Sophus Emerging Markets A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| REMGX | Victory Sophus Emerging Markets C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| REMKX | Victory Sophus Emerging Markets R | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| RSERX | Victory Sophus Emerging Markets R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| RSENX | Victory Sophus Emerging Markets Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| SSGSX | Victory Sycamore Small Company Opp A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Small Value |
| VSOIX | Victory Sycamore Small Company Opp I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Small Value |
| GOGFX | Victory Sycamore Small Company Opp R | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Small Value |
| VSORX | Victory Sycamore Small Company Opp R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Small Value |
| VSOYX | Victory Sycamore Small Company Opp Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Small Value |
| THBVX | Victory THB US Small Opportunities A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Blend |
| THBIX | Victory THB US Small Opportunities I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Blend |
| UEVM | VictoryShares Emerging Mkts Val MomtETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| PPTY | Vident U.S. Diversified Real Estate ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Real Estate |
| VCLN | Virtus Duff & Phelps Clean Energy ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | V | Miscellaneous Sector |
| VGSAX | Virtus Duff & Phelps Glb Rl Estt Secs A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| VGSCX | Virtus Duff & Phelps Glb Rl Estt Secs C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| VGISX | Virtus Duff & Phelps Glb Rl Estt Secs I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| VRGEX | Virtus Duff & Phelps Glb Rl Estt Secs R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| PGUAX | Virtus Duff & Phelps Global Infras A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Infrastructure |
| PGUCX | Virtus Duff & Phelps Global Infras C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Infrastructure |
| PGIUX | Virtus Duff & Phelps Global Infras I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Infrastructure |
| VGIRX | Virtus Duff & Phelps Global Infras R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Infrastructure |
| PHRAX | Virtus Duff & Phelps Real Estate Secs A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| PHRCX | Virtus Duff & Phelps Real Estate Secs C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| PHRIX | Virtus Duff & Phelps Real Estate Secs I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| VRREX | Virtus Duff & Phelps Real Estate Secs R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| VLPAX | Virtus Duff & Phelps Sel MLP & Engy A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Energy Limited Partnership |
| VLPCX | Virtus Duff & Phelps Sel MLP & Engy C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Energy Limited Partnership |
| VLPIX | Virtus Duff & Phelps Sel MLP & Engy I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Energy Limited Partnership |
| AWTAX | Virtus Duff & Phelps Water A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | V | Natural Resources |
| AWTCX | Virtus Duff & Phelps Water C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | V | Natural Resources |
| AWTIX | Virtus Duff & Phelps Water Inst | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | V | Natural Resources |
| AOTIX | Virtus EM Opps Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| AEMOX | Virtus EM Opps R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| AOTAX | Virtus Emerging Markets Opps A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| AOTCX | Virtus Emerging Markets Opps C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| VDMAX | Virtus KAR Developing Markets A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| VDMCX | Virtus KAR Developing Markets C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| VIDMX | Virtus KAR Developing Markets I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| VDMRX | Virtus KAR Developing Markets R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| VAESX | Virtus KAR Emerging Markets Small-Cap A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| VCESX | Virtus KAR Emerging Markets Small-Cap C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| VIESX | Virtus KAR Emerging Markets Small-Cap I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| VRESX | Virtus KAR Emerging Markets Small-Cap R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| RGSAX | Virtus KAR Global Small-Cap A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Small/Mid Stock |
| RGSCX | Virtus KAR Global Small-Cap C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Small/Mid Stock |
| DGSCX | Virtus KAR Global Small-Cap Inst | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Small/Mid Stock |
| RAGHX | Virtus KAR Health Sciences A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Health |
| RCGHX | Virtus KAR Health Sciences C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Health |
| HLHIX | Virtus KAR Health Sciences Inst | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Health |
| VISAX | Virtus KAR International Small-Mid Cap A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
| VCISX | Virtus KAR International Small-Mid Cap C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
| VIISX | Virtus KAR International Small-Mid Cap I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
| VRISX | Virtus KAR International Small-Mid CapR6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
| PHSKX | Virtus KAR Mid-Cap Growth A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Mid-Cap Growth |
| PSKCX | Virtus KAR Mid-Cap Growth C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Mid-Cap Growth |
| PICMX | Virtus KAR Mid-Cap Growth I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Mid-Cap Growth |
| VRMGX | Virtus KAR Mid-Cap Growth R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Mid-Cap Growth |
| PKSAX | Virtus KAR Small-Cap Core A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Blend |
| PKSCX | Virtus KAR Small-Cap Core C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Blend |
| PKSFX | Virtus KAR Small-Cap Core I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Blend |
| VSCRX | Virtus KAR Small-Cap Core R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Blend |
| PSGAX | Virtus KAR Small-Cap Growth A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| PSGCX | Virtus KAR Small-Cap Growth C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| PXSGX | Virtus KAR Small-Cap Growth I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| VRSGX | Virtus KAR Small-Cap Growth R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| PQSAX | Virtus KAR Small-Cap Value A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| PQSCX | Virtus KAR Small-Cap Value C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| PXQSX | Virtus KAR Small-Cap Value I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| VQSRX | Virtus KAR Small-Cap Value R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| VKSDX | Virtus KAR Small-Mid Cap Value A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 2 | X | Mid-Cap Blend |
| VKSEX | Virtus KAR Small-Mid Cap Value C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 2 | X | Mid-Cap Blend |
| VKSFX | Virtus KAR Small-Mid Cap Value I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 2 | X | Mid-Cap Blend |
| VKSGX | Virtus KAR Small-Mid Cap Value R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 2 | X | Mid-Cap Blend |
| BBC | Virtus LifeSci Biotech Clinical Trls ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Health |
| BBP | Virtus LifeSci Biotech Products ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Health |
| VRAI | Virtus Real Asset Income ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Small/Mid Stock |
| UTES | Virtus Reaves Utilities ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Utilities |
| HEMZX | Virtus SGA Emerging Markets Equity A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| PICEX | Virtus SGA Emerging Markets Equity C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| HIEMX | Virtus SGA Emerging Markets Equity I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| VREMX | Virtus SGA Emerging Markets Equity R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| SCIIX | Virtus SGA International Growth A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Large Growth |
| VSGEX | Virtus SGA International Growth C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Large Growth |
| STITX | Virtus SGA International Growth I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Large Growth |
| SCIZX | Virtus SGA International Growth R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Large Growth |
| AIS | VistaShares Artfcl Intlgc Supercycle ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 1 | X | Technology |
| VNEAX | Vontobel Global Environmental Change A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | V | Global Large-Stock Blend |
| VNEIX | Vontobel Global Environmental Change Ins | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Global Large-Stock Blend |
| VNEYX | Vontobel Global Environmental Change Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | V | Global Large-Stock Blend |
| VNIAX | Vontobel International Equity A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 2 | X | Foreign Large Growth |
| VNIIX | Vontobel International Equity Inst | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 2 | X | Foreign Large Growth |
| VNIYX | Vontobel International Equity Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 2 | X | Foreign Large Growth |
| VVPSX | Vulcan Value Partners Small Cap | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Blend |
| VVISX | Vulcan Value Partners Small Cap Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Blend |
| ICRNX | VY® CBRE Global Real Estate A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| IRGIX | VY® CBRE Global Real Estate I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| IRGTX | VY® CBRE Global Real Estate S | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| IRGSX | VY® CBRE Global Real Estate S2 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| ICRPX | VY® CBRE Real Estate A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| IVRIX | VY® CBRE Real Estate I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| IVRSX | VY® CBRE Real Estate S | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| IVRTX | VY® CBRE Real Estate S2 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| IJEAX | VY® JPMorgan Emerging Markets Equity A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| IJEMX | VY® JPMorgan Emerging Markets Equity I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| IJPIX | VY® JPMorgan Emerging Markets Equity S | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| IJPTX | VY® JPMorgan Emerging Markets Equity S2 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| WIINX | Wasatch Emerging India Institutional | Owns no companies in our database | 0 | 0 | 0 | 0 | X | India Equity |
| WAINX | Wasatch Emerging India Investor | Owns no companies in our database | 0 | 0 | 0 | 0 | X | India Equity |
| WIESX | Wasatch Emerging Markets Select Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| WAESX | Wasatch Emerging Markets Select Investor | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| WIEMX | Wasatch Emerging Markets Small Cap Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| WAEMX | Wasatch Emerging Markets Small Cap Inv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| WIFMX | Wasatch Frontier Emerg Sm Countrs Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| WAFMX | Wasatch Frontier Emerg Sm Countrs Inv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| WIGOX | Wasatch Global Opportunities Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Small/Mid Stock |
| WAGOX | Wasatch Global Opportunities Investor | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Small/Mid Stock |
| WGGSX | Wasatch Global Select Institutional | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Large-Stock Growth |
| WAGSX | Wasatch Global Select Investor | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Large-Stock Growth |
| WIIGX | Wasatch International Growth Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
| WAIGX | Wasatch International Growth Investor | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
| WGISX | Wasatch International Select Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Large Growth |
| WAISX | Wasatch International Select Investor | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Large Growth |
| WMICX | Wasatch Micro Cap | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| WGICX | Wasatch Micro Cap Institutional | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| WAMCX | Wasatch Ultra Growth | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| WGMCX | Wasatch Ultra Growth Institutional | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| WGUSX | Wasatch US Select Inst | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Mid-Cap Growth |
| WAUSX | Wasatch US Select Investor | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Mid-Cap Growth |
| WCMCX | WCM China Quality Growth Institutional | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
| WCQGX | WCM China Quality Growth Investor | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
| WCMEX | WCM Focused Emerging Markets Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| WFEMX | WCM Focused Emerging Markets Investor | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| WCMWX | WCM Focused Emerging Mkts Ex Chn Inst | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| WCFEX | WCM Focused Emerging Mkts Ex Chn Inv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| WCMSX | WCM International Small Cap Growth Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
| WCMLX | WCM Small Cap Growth Institutional | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| WCMNX | WCM Small Cap Growth Investor | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| REIAX | West Loop Realty A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| REICX | West Loop Realty C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| REIIX | West Loop Realty Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| WWMCX | Westwood Quality Midcap Institutional | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Mid-Cap Value |
| WHGAX | Westwood Quality SmallCap Fund A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Blend |
| WHGCX | Westwood Quality SmallCap Fund C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Blend |
| WHGSX | Westwood Quality SmallCap Fund Inst | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Blend |
| WWSYX | Westwood Quality SmallCap Fund Ultra | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Blend |
| WHGMX | Westwood Quality SMidCap Fund Inst | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Small Blend |
| WWSMX | Westwood Quality SMidCap Fund Ultra | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Small Blend |
| MDST | Westwood Salient Enhanced Mid Inc ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Energy Limited Partnership |
| SMAPX | Westwood Salient MLP & Engy Infras A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Energy Limited Partnership |
| SMFPX | Westwood Salient MLP & Engy Infras C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Energy Limited Partnership |
| SMLPX | Westwood Salient MLP & Engy Infras Inst | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Energy Limited Partnership |
| SMRPX | Westwood Salient MLP & Engy Infras Ultr | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Energy Limited Partnership |
| WICGX | William Blair China Growth I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
| WRCGX | William Blair China Growth R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
| WXCIX | William Blair Emerg Mkts ex China Gr I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| WXCRX | William Blair Emerg Mkts ex China Gr R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| BESIX | William Blair Emerg Mkts Sm Cp Gr I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| WESNX | William Blair Emerg Mkts Sm Cp Gr N | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| WESJX | William Blair Emerg Mkts Sm Cp Gr R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| WBEIX | William Blair Emerging Mkts Growth I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| WBENX | William Blair Emerging Mkts Growth N | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| BIEMX | William Blair Emerging Mkts Growth R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| WBELX | William Blair Emerging Mkts Ldrs I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| WELNX | William Blair Emerging Mkts Ldrs N | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| WELIX | William Blair Emerging Mkts Ldrs R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| WCBR | WisdomTree Cybersecurity ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Technology |
| GDMN | WisdomTree Efcnt Gld Pls Gld Ms Stgy ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Commodities Focused |
| DEM | WisdomTree Emerging Markets High Div ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Diversified Emerging Mkts |
| DGS | WisdomTree Emerging Markets SmCp Div ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 3 | 0 | X | Diversified Emerging Mkts |
| EPI | WisdomTree India Earnings ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | India Equity |
| INDH | WisdomTree India Hedged Equity | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | India Equity |
| DXJ | WisdomTree Japan Hedged Equity ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 7 | 3 | X | Japan Stock |
| DXJS | WisdomTree Japan Hedged SmallCap Eq ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Japan Stock |
| DFJ | WisdomTree Japan SmallCap Dividend ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Japan Stock |
| WTRE | WisdomTree New Economy Real Estate ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Global Real Estate |
| QMID | WisdomTree U.S. Mid Cap Quality Gr | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Mid-Cap Growth |
| WPGSX | WPG Partners Select Small Cap Value Ins | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Value |
| PSWD | Xtrackers Cybersecurity Select Eq ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | V | Technology |
| ASHR | Xtrackers Harvest CSI 300 China A ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | China Region |
| ASHS | Xtrackers Harvest CSI 500 CHN A SmCp ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
| EMCS | Xtrackers MSCI EMs Climate Selection ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Diversified Emerging Mkts |
| CHPS | Xtrackers Semiconductor Select Eq ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | V | Technology |
| UPGR | Xtrackers US Green Infras Sel Eq ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | V | Infrastructure |
| ZSCIX | Zacks Small-Cap Core Institutional | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Blend |
| ZSCCX | Zacks Small-Cap Core Inv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Blend |
| CIAGX | AB Concentrated International Growth A | 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 |
| CICGX | AB Concentrated International Growth C | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Foreign Large Growth |
| CHCLX | AB Discovery Growth A | 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 |
| CHCCX | AB Discovery Growth C | 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 |
| CHCZX | AB Discovery Growth Z | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Mid-Cap Growth |
| SNEMX | AB Emerging Markets | Owns companies we recommend for divestment | 1 | 0 | 2 | 0 | X | Diversified Emerging Mkts |
| STEYX | AB International Strat Eqs Adv | Owns companies we recommend for divestment | 1 | 0 | 4 | 2 | X | Foreign Large Blend |
| STEZX | AB International Strat Eqs Z | Owns companies we recommend for divestment | 1 | 0 | 4 | 2 | X | Foreign Large Blend |
| ABLS | Abacus FCF Small Cap Leaders ETF | Owns companies we recommend for divestment | 1 | 0 | 0 | 2 | X | Small Blend |
| CWS | AdvisorShares Focused Equity ETF | Owns companies we recommend for divestment | 1 | 0 | 0 | 2 | X | Mid-Cap Blend |
| EMGAX | Allspring Emerging Markets Equity A | 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 |
| EMGCX | Allspring Emerging Markets Equity C | 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 |
| EMGDX | Allspring Emerging Markets Equity R6 | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| WFSAX | Allspring Small Company Growth A | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Small Growth |
| NVSCX | Allspring Small Company Growth Admin | 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 |
| WSCGX | Allspring Small Company Growth Inst | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Small Growth |
| WSCRX | Allspring Small Company Growth R6 | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Small Growth |
| ASPAX | Allspring Special Intl Sm Cp A | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Foreign Small/Mid Blend |
| ACPCX | Allspring Special Intl Sm Cp C | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Foreign Small/Mid Blend |
| WICIX | Allspring Special Intl Sm Cp Instl | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Foreign Small/Mid Blend |
| WICRX | Allspring Special Intl Sm Cp R6 | 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 |
| ESPIX | Allspring Special Small Cap Value Adm | 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 |
| ESPNX | Allspring Special Small Cap Value Inst | Owns companies we recommend for divestment | 1 | 0 | 4 | 0 | X | Small Value |
| ESPRX | Allspring Special Small Cap Value R6 | Owns companies we recommend for divestment | 1 | 0 | 4 | 0 | X | Small Value |
| DTEC | ALPS Disruptive Technologies ETF | Owns companies we recommend for divestment | 1 | 0 | 4 | 5 | X | Technology |
| AEMMX | American Century Emerging Markets A | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| ACECX | American Century Emerging Markets C | 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 |
| AMKIX | American Century Emerging Markets I | 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 |
| AEMRX | American Century Emerging Markets R | 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 |
| AEDMX | American Century Emerging Markets R6 | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| AEYMX | American Century Emerging Markets Y | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| AMAHX | American Century Small Cap Dividend A | 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 |
| AMAFX | American Century Small Cap Dividend I | 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 |
| AMAJX | American Century Small Cap Dividend R | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Small Value |
| AMAKX | American Century Small Cap Dividend R6 | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Small Value |
| ACSCX | American Century Small Cap Value A | Owns companies we recommend for divestment | 1 | 0 | 1 | 1 | X | Small Value |
| ASVNX | American Century Small Cap Value C | Owns companies we recommend for divestment | 1 | 0 | 1 | 1 | X | Small Value |
| ASVHX | American Century Small Cap Value G | Owns companies we recommend for divestment | 1 | 0 | 1 | 1 | X | Small Value |
| ACVIX | American Century Small Cap Value I | Owns companies we recommend for divestment | 1 | 0 | 1 | 1 | X | Small Value |
| ASVIX | American Century Small Cap Value Inv | Owns companies we recommend for divestment | 1 | 0 | 1 | 1 | X | Small Value |
| ASVRX | American Century Small Cap Value R | Owns companies we recommend for divestment | 1 | 0 | 1 | 1 | X | Small Value |
| ASVGX | American Century Small Cap Value R5 | Owns companies we recommend for divestment | 1 | 0 | 1 | 1 | X | Small Value |
| ASVDX | American Century Small Cap Value R6 | Owns companies we recommend for divestment | 1 | 0 | 1 | 1 | X | Small Value |
| ASVYX | American Century Small Cap Value Y | Owns companies we recommend for divestment | 1 | 0 | 1 | 1 | X | Small Value |
| TQTIX | AMG TimesSquare International SmallCap I | 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 |
| TCMIX | AMG TimesSquare International SmallCap Z | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Foreign Small/Mid Growth |
| CAAIX | Ariel Appreciation Institutional | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Mid-Cap Value |
| CAAPX | Ariel Appreciation Investor | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Mid-Cap Value |
| ARAIX | Ariel Fund Institutional | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Small Value |
| ARGFX | Ariel Fund Investor | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Small Value |
| APDEX | Artisan Sustainable Emerging Markets Adv | 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 |
| ARTZX | Artisan Sustainable Emerging Mkts Inv | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | V | 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 |
| AVES | Avantis Emerging Markets Value ETF | Owns companies we recommend for divestment | 1 | 0 | 5 | 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 |
| BGEWX | Baillie Gifford Emer Mkt Ex Chn Instl | 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 |
| BGEHX | Baillie Gifford Emerging Markets Eqs 2 | 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 |
| BGEPX | Baillie Gifford Emerging Markets Eqs 4 | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| BGEDX | Baillie Gifford Emerging Markets Eqs 5 | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| BGEGX | Baillie Gifford Emerging Markets Eqs I | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| BGKEX | Baillie Gifford Emerging Markets Eqs K | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| BCIL | Bancreek International Large Cap ETF | Owns companies we recommend for divestment | 1 | 0 | 3 | 1 | X | Foreign Large Growth |
| BGRIX | Baron Growth Instl | 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 |
| BGRFX | Baron Growth Retail | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Mid-Cap Growth |
| STESX | Bernstein International Strat Eqs SCB | Owns companies we recommend for divestment | 1 | 0 | 4 | 2 | X | Foreign Large Blend |
| BOGSX | Black Oak Emerging Technology | Owns companies we recommend for divestment | 1 | 0 | 1 | 2 | X | Technology |
| BACIX | BlackRock Energy Opportunities Instl | 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 |
| BACCX | BlackRock Energy Opportunities Inv C | Owns companies we recommend for divestment | 1 | 0 | 2 | 0 | X | Equity Energy |
| BLZIX | BlackRock Sustainable Adg EM Eq Ins | 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 |
| BLZKX | BlackRock Sustainable Adg EM Eq K | Owns companies we recommend for divestment | 1 | 0 | 2 | 0 | V | Diversified Emerging Mkts |
| BKEM | BNY Mellon Emerging Markets Equity ETF | Owns companies we recommend for divestment | 1 | 0 | 8 | 0 | X | Diversified Emerging Mkts |
| BPSIX | Boston Partners Small Cap Value II I | Owns companies we recommend for divestment | 1 | 0 | 1 | 3 | X | Small Value |
| BPSCX | Boston Partners Small Cap Value II Inv | Owns companies we recommend for divestment | 1 | 0 | 1 | 3 | X | Small Value |
| BIAVX | Brown Advisory Beutel GoodmanLg-CpValInv | Owns companies we recommend for divestment | 1 | 0 | 1 | 2 | X | Mid-Cap Value |
| BVALX | Brown Advisory BeutelGoodmanLg-CpValInst | Owns companies we recommend for divestment | 1 | 0 | 1 | 2 | X | Mid-Cap Value |
| BAILX | Brown Advisory Sustainable Intl Ldrs Ins | Owns companies we recommend for divestment | 1 | 0 | 2 | 1 | V | Foreign Large Growth |
| BISLX | Brown Advisory Sustainable Intl Ldrs Inv | Owns companies we recommend for divestment | 1 | 0 | 2 | 1 | V | Foreign Large Growth |
| BUFTX | Buffalo Mid Cap Discovery | Owns companies we recommend for divestment | 1 | 0 | 1 | 3 | X | Mid-Cap Growth |
| BUITX | Buffalo Mid Cap Discovery Inst | Owns companies we recommend for divestment | 1 | 0 | 1 | 3 | X | Mid-Cap Growth |
| FYLD | Cambria Foreign Shareholder Yield ETF | Owns companies we recommend for divestment | 1 | 0 | 2 | 0 | X | Foreign Small/Mid Value |
| CFIOX | Cantor Fitzgerald International Eq A | 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 |
| CFIKX | Cantor Fitzgerald International Eq Inst | Owns companies we recommend for divestment | 1 | 0 | 2 | 0 | X | Foreign Large Blend |
| CWSCX | Carillon Chartwell Small Cap Value A | 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 |
| CWSIX | Carillon Chartwell Small Cap Value I | Owns companies we recommend for divestment | 1 | 0 | 2 | 0 | X | Small Value |
| CWSWX | Carillon Chartwell Small Cap Value R-6 | Owns companies we recommend for divestment | 1 | 0 | 2 | 0 | X | Small Value |
| LGGAX | ClearBridge International Growth A | 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 |
| LMGFX | ClearBridge International Growth FI | 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 |
| LMGPX | ClearBridge International Growth IS | Owns companies we recommend for divestment | 1 | 0 | 3 | 2 | X | Foreign Large Growth |
| LMGRX | ClearBridge International Growth R | Owns companies we recommend for divestment | 1 | 0 | 3 | 2 | X | Foreign Large Growth |
| SMCPX | ClearBridge Mid Cap 1 | Owns companies we recommend for divestment | 1 | 0 | 1 | 1 | X | Mid-Cap Blend |
| SBMAX | ClearBridge Mid Cap A | Owns companies we recommend for divestment | 1 | 0 | 1 | 1 | X | Mid-Cap Blend |
| SBMLX | ClearBridge Mid Cap C | 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 |
| LSIRX | ClearBridge Mid Cap IS | Owns companies we recommend for divestment | 1 | 0 | 1 | 1 | X | Mid-Cap Blend |
| LMREX | ClearBridge Mid Cap R | Owns companies we recommend for divestment | 1 | 0 | 1 | 1 | X | Mid-Cap Blend |
| MLOAX | Cohen & Steers Future of Energy A | 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 |
| MLOIX | Cohen & Steers Future of Energy I | 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 |
| MLOZX | Cohen & Steers Future of Energy Z | Owns companies we recommend for divestment | 1 | 0 | 3 | 0 | X | Equity Energy |
| RAPAX | Cohen & Steers Real Assets A | 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 |
| RAPIX | Cohen & Steers Real Assets I | Owns companies we recommend for divestment | 1 | 0 | 2 | 0 | X | Global Allocation |
| RAPRX | Cohen & Steers Real Assets R | Owns companies we recommend for divestment | 1 | 0 | 2 | 0 | X | Global Allocation |
| RAPZX | Cohen & Steers Real Assets Z | 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 | 1 | 1 | X | Large Value |
| LACAX | Columbia Acorn A | Owns companies we recommend for divestment | 1 | 0 | 0 | 2 | X | Mid-Cap Growth |
| LIACX | Columbia Acorn C | Owns companies we recommend for divestment | 1 | 0 | 0 | 2 | X | Mid-Cap Growth |
| CAEAX | Columbia Acorn European A | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Europe Stock |
| CAEZX | Columbia Acorn European Inst | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Europe Stock |
| ACRNX | Columbia Acorn Inst | 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 |
| CRBYX | Columbia Acorn Inst3 | Owns companies we recommend for divestment | 1 | 0 | 0 | 2 | X | Mid-Cap Growth |
| LAFAX | Columbia Acorn International Sel A | 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 |
| CRIRX | Columbia Acorn International Sel Inst2 | Owns companies we recommend for divestment | 1 | 0 | 1 | 1 | X | Foreign Large Growth |
| CSIRX | Columbia Acorn International Sel Inst3 | Owns companies we recommend for divestment | 1 | 0 | 1 | 1 | X | Foreign Large Growth |
| ACFEX | Columbia Acorn International Sel S | Owns companies we recommend for divestment | 1 | 0 | 1 | 1 | X | Foreign Large Growth |
| ACRSX | Columbia Acorn S | Owns companies we recommend for divestment | 1 | 0 | 0 | 2 | X | Mid-Cap Growth |
| ISGDX | Columbia Integrated Small Cap Gr A | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Small Growth |
| ISGNX | Columbia Integrated Small Cap Gr Instl | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Small Growth |
| INEQ | Columbia Intl Equ Income ETF | Owns companies we recommend for divestment | 1 | 0 | 5 | 0 | X | Foreign Large Value |
| COAVX | Columbia Overseas Value A | Owns companies we recommend for divestment | 1 | 0 | 2 | 0 | X | Foreign Large Value |
| COCVX | Columbia Overseas Value C | 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 |
| COSSX | Columbia Overseas Value Inst2 | 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 |
| COVUX | Columbia Overseas Value R | Owns companies we recommend for divestment | 1 | 0 | 2 | 0 | X | Foreign Large Value |
| COSBX | Columbia Overseas Value S | Owns companies we recommend for divestment | 1 | 0 | 2 | 0 | X | Foreign Large Value |
| ECON | Columbia Res Enh Emerging Econ ETF | Owns companies we recommend for divestment | 1 | 0 | 3 | 0 | X | Diversified Emerging Mkts |
| CGOAX | Columbia Small Cap Growth A | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Small Growth |
| CGOCX | Columbia Small Cap Growth C | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Small Growth |
| CMSCX | Columbia Small Cap Growth Inst | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Small Growth |
| CSCRX | Columbia Small Cap Growth Inst2 | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Small Growth |
| CSGYX | Columbia Small Cap Growth Inst3 | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Small Growth |
| CCRIX | Columbia Small Cap Growth R | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Small Growth |
| CMSHX | Columbia Small Cap Growth S | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Small Growth |
| CNREX | Commonwealth Real Estate Securities | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Real Estate |
| CSDGX | Copeland SMID Cap Dividend Growth A | Owns companies we recommend for divestment | 1 | 0 | 1 | 2 | X | Small Blend |
| CSMDX | Copeland SMID Cap Dividend Growth I | Owns companies we recommend for divestment | 1 | 0 | 1 | 2 | X | Small Blend |
| CMALX | Crawford Multi-Asset Income | Owns companies we recommend for divestment | 1 | 0 | 3 | 0 | X | Moderate Allocation |
| CRIMX | CRM Mid Cap Value Instl | Owns companies we recommend for divestment | 1 | 0 | 1 | 1 | X | Mid-Cap Blend |
| CRMMX | CRM 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 |
| CRMAX | CRM Small/Mid Cap Value Inv | Owns companies we recommend for divestment | 1 | 0 | 1 | 1 | X | Mid-Cap Blend |
| CIHCX | Cullen International High Dividend C | Owns companies we recommend for divestment | 1 | 0 | 4 | 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 |
| CIHDX | Cullen International High Dividend Retl | Owns companies we recommend for divestment | 1 | 0 | 4 | 0 | X | Foreign Large Value |
| DEMSX | DFA Emerging Markets Small Cap I | Owns companies we recommend for divestment | 1 | 0 | 4 | 0 | X | Diversified Emerging Mkts |
| DEXC | Dimensional Em Mkts ex China Cr Eq ETF | Owns companies we recommend for divestment | 1 | 0 | 11 | 0 | X | Diversified Emerging Mkts |
| DODEX | Dodge & Cox Emerging Markets Stock | Owns companies we recommend for divestment | 1 | 0 | 5 | 0 | X | Diversified Emerging Mkts |
| AAAAX | DWS RREEF Real Assets A | 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 |
| AAAZX | DWS RREEF Real Assets Inst | 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 |
| AAAVX | DWS RREEF Real Assets R6 | Owns companies we recommend for divestment | 1 | 0 | 2 | 0 | X | Global Allocation |
| AAASX | DWS RREEF Real Assets S | Owns companies we recommend for divestment | 1 | 0 | 2 | 0 | X | Global Allocation |
| EICVX | EIC Value A | Owns companies we recommend for divestment | 1 | 0 | 4 | 3 | X | Large Value |
| EICCX | EIC Value C | Owns companies we recommend for divestment | 1 | 0 | 4 | 3 | X | Large Value |
| EICIX | EIC Value Institutional | Owns companies we recommend for divestment | 1 | 0 | 4 | 3 | X | Large Value |
| FOCIX | Fairholme Focused Income | Owns companies we recommend for divestment | 1 | 0 | 2 | 0 | X | Moderately Conservative Allocation |
| FAFDX | Fidelity Advisor Financials A | 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 |
| FFSIX | Fidelity Advisor Financials I | 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 |
| FIKBX | Fidelity Advisor Financials Z | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Financial |
| FRNW | Fidelity Clean Energy ETF | Owns companies we recommend for divestment | 1 | 0 | 5 | 0 | V | Miscellaneous Sector |
| FFEM | Fidelity Fundamental Emerging Mkts ETF | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| FUTY | Fidelity MSCI Utilities ETF | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Utilities |
| FNARX | Fidelity Natural Resources Fund | Owns companies we recommend for divestment | 1 | 0 | 2 | 0 | X | Equity Energy |
| FEMVX | Fidelity SAI Emerging Mkts Val Idx | Owns companies we recommend for divestment | 1 | 0 | 2 | 0 | X | Diversified Emerging Mkts |
| FQITX | Fidelity SAI International Qly Idx | Owns companies we recommend for divestment | 1 | 0 | 3 | 1 | X | Foreign Large Growth |
| FISZX | Fidelity SAI Intl SMA Cmpltn | Owns companies we recommend for divestment | 1 | 0 | 2 | 1 | X | Foreign Large Growth |
| FSLBX | Fidelity Select Brokerage & Inv Mgmt | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Financial |
| FIDSX | Fidelity Select Financials Port | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Financial |
| FEMSX | Fidelity Series Emerging Markets Opps | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| FLOWX | Fidelity Water Sustainability | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | V | Natural Resources |
| FEOE | First Eagle Overseas Equity ETF | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | 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 |
| FTIF | First Trust Bloomberg Infl Snstv Eq ETF | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Mid-Cap Value |
| RNEM | First Trust Emerging Markets Eq Sel ETF | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| FEM | First Trust Emerging Mrkts AlphaDEX® ETF | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| FGM | First Trust Germany AlphaDEX® ETF | Owns companies we recommend for divestment | 1 | 0 | 3 | 0 | X | Miscellaneous Region |
| FAN | First Trust Global Wind Energy ETF | Owns companies we recommend for divestment | 1 | 0 | 3 | 0 | V | Miscellaneous Sector |
| FLN | First Trust Latin America AlphaDEX® ETF | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Latin America Stock |
| GRID | First Trust NASDAQ® Cln Edge®StGidIfsETF | Owns companies we recommend for divestment | 1 | 0 | 8 | 0 | V | Infrastructure |
| AIRR | First Trust RBA Amer Indl RenaisTM ETF | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Industrials |
| RFEM | First Trust RiverFront Dyn Em Mkts ETF | Owns companies we recommend for divestment | 1 | 0 | 3 | 0 | X | Diversified Emerging Mkts |
| FSCS | First Trust SMID Capital Strength ETF | Owns companies we recommend for divestment | 1 | 0 | 2 | 1 | X | Mid-Cap Blend |
| FPX | First Trust US Equity Opportunities ETF | Owns companies we recommend for divestment | 1 | 0 | 1 | 1 | X | Mid-Cap Growth |
| FIW | First Trust Water ETF | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | V | Natural Resources |
| ALTEX | Firsthand Alternative Energy | Owns companies we recommend for divestment | 1 | 0 | 4 | 0 | V | Technology |
| QRSAX | FPA Queens Road Small Cap Value Advisor | Owns companies we recommend for divestment | 1 | 0 | 1 | 1 | X | Small Value |
| QRSIX | FPA Queens Road Small Cap Value Instl | Owns companies we recommend for divestment | 1 | 0 | 1 | 1 | X | Small Value |
| QRSVX | FPA Queens Road Small Cap Value Inv | Owns companies we recommend for divestment | 1 | 0 | 1 | 1 | X | Small Value |
| FLAX | Franklin FTSE Asia ex Japan ETF | Owns companies we recommend for divestment | 1 | 0 | 8 | 0 | X | Pacific/Asia ex-Japan Stk |
| FLCH | Franklin FTSE China ETF | Owns companies we recommend for divestment | 1 | 0 | 3 | 0 | X | China Region |
| FLGR | Franklin FTSE Germany ETF | Owns companies we recommend for divestment | 1 | 0 | 5 | 0 | X | Miscellaneous Region |
| FLLA | Franklin FTSE Latin America ETF | Owns companies we recommend for divestment | 1 | 0 | 2 | 0 | X | Latin America Stock |
| FLMX | Franklin FTSE Mexico ETF | Owns companies we recommend for divestment | 1 | 0 | 2 | 0 | X | Miscellaneous Region |
| LVHI | Franklin Intl Low Volatility Hi Div ETF | Owns companies we recommend for divestment | 1 | 0 | 6 | 0 | X | Foreign Large Value |
| FRDM | Freedom 100 Emerging Markets ETF | Owns companies we recommend for divestment | 1 | 0 | 2 | 0 | X | Diversified Emerging Mkts |
| EIPX | FT Energy Income Partners Strategy ETF | Owns companies we recommend for divestment | 1 | 0 | 3 | 0 | X | Equity Energy |
| FTHAX | FullerThaler Behavioral Sm-Cp Eq A | 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 |
| FTHSX | FullerThaler Behavioral Sm-Cp Eq Inst | 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 |
| FTHFX | FullerThaler Behavioral Sm-Cp Eq R6 | Owns companies we recommend for divestment | 1 | 0 | 0 | 2 | X | Small Blend |
| GAIGX | Gabelli International Growth A | 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 |
| GCIGX | Gabelli International Growth C | Owns companies we recommend for divestment | 1 | 0 | 2 | 2 | X | Foreign Large Growth |
| GIIGX | Gabelli International Growth I | Owns companies we recommend for divestment | 1 | 0 | 2 | 2 | X | Foreign Large Growth |
| GAUAX | Gabelli Utilities A | Owns companies we recommend for divestment | 1 | 0 | 3 | 0 | X | Utilities |
| GABUX | Gabelli Utilities AAA | 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 |
| GAUIX | Gabelli Utilities I | Owns companies we recommend for divestment | 1 | 0 | 3 | 0 | X | Utilities |
| GABVX | Gabelli Value 25 A | 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 |
| GVCCX | Gabelli Value 25 C | Owns companies we recommend for divestment | 1 | 0 | 5 | 0 | X | Mid-Cap Value |
| GVCIX | Gabelli Value 25 I | Owns companies we recommend for divestment | 1 | 0 | 5 | 0 | X | Mid-Cap Value |
| GENW | Genter Capital International Div ETF | Owns companies we recommend for divestment | 1 | 0 | 2 | 1 | X | Foreign Large Value |
| GTCSX | Glenmede Small Cap Equity Adv | Owns companies we recommend for divestment | 1 | 0 | 2 | 1 | X | Small Blend |
| GTSCX | Glenmede Small Cap Equity Instl | Owns companies we recommend for divestment | 1 | 0 | 2 | 1 | X | Small Blend |
| SNSR | Global X Internet of Things ETF | Owns companies we recommend for divestment | 1 | 0 | 4 | 0 | X | Technology |
| RNRG | Global X Renewable Energy Producers ETF | Owns companies we recommend for divestment | 1 | 0 | 2 | 0 | V | Utilities |
| SDIV | Global X SuperDividend™ ETF | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Global Small/Mid Stock |
| PAVE | Global X US Infrastructure Dev ETF | Owns companies we recommend for divestment | 1 | 0 | 2 | 1 | X | Infrastructure |
| GMOUX | GMO International Equity I | 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 |
| GMCFX | GMO International Equity IV | Owns companies we recommend for divestment | 1 | 0 | 7 | 3 | X | Foreign Large Value |
| GSEE | Goldman Sachs MarketBeta Emer Mkt Eq ETF | Owns companies we recommend for divestment | 1 | 0 | 9 | 0 | X | Diversified Emerging Mkts |
| GPGEX | Grandeur Peak Global Explorer Instl | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Global Small/Mid Stock |
| GGSYX | Grandeur Peak Global Stalwarts Instl | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Global Small/Mid Stock |
| GGSOX | Grandeur Peak Global Stalwarts Investor | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Global Small/Mid Stock |
| GPIIX | Grandeur Peak International Opps Instl | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Foreign Small/Mid Growth |
| GPIOX | Grandeur Peak International Opps Inv | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Foreign Small/Mid Growth |
| GISYX | Grandeur Peak Intl Stalwarts Instl | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Foreign Small/Mid Growth |
| GISOX | Grandeur Peak Intl Stalwarts Inv | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Foreign Small/Mid Growth |
| GMLVX | GuideMark® Emerging Markets Service | Owns companies we recommend for divestment | 1 | 0 | 4 | 0 | X | Diversified Emerging Mkts |
| HAPS | Harbor Human Capital Factor US Sm CapETF | Owns companies we recommend for divestment | 1 | 0 | 3 | 2 | X | Small Blend |
| HMCLX | Harbor Mid Cap Institutional | Owns companies we recommend for divestment | 1 | 0 | 1 | 1 | X | Mid-Cap Blend |
| HMCNX | Harbor Mid Cap Investor | Owns companies we recommend for divestment | 1 | 0 | 1 | 1 | X | Mid-Cap Blend |
| HMCRX | Harbor Mid Cap Retirement | Owns companies we recommend for divestment | 1 | 0 | 1 | 1 | X | Mid-Cap Blend |
| EFFI | Harbor Osmosis Intl Res Efficient ETF | Owns companies we recommend for divestment | 1 | 0 | 2 | 2 | X | Foreign Large Blend |
| HJIGX | Hardman Johnston Intl Gr Fd Instl Shr | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | 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 |
| HILAX | Hartford International Value A | 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 |
| HILDX | Hartford International Value F | 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 |
| HILRX | Hartford International Value R3 | 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 |
| HILTX | Hartford International Value R5 | 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 |
| HILYX | Hartford International Value Y | Owns companies we recommend for divestment | 1 | 0 | 3 | 1 | X | Foreign Large Value |
| SEMVX | Hartford Schroders Emerging Mkts Eq A | 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 |
| HHHFX | Hartford Schroders Emerging Mkts Eq F | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| SEMNX | Hartford Schroders Emerging Mkts Eq I | 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 |
| HHHSX | Hartford Schroders Emerging Mkts Eq R4 | 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 |
| SEMTX | Hartford Schroders Emerging Mkts Eq SDR | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| HHHYX | Hartford Schroders Emerging Mkts Eq Y | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| HSISX | Hartford Schroders Sust Intl Core I | Owns companies we recommend for divestment | 1 | 0 | 1 | 2 | V | Foreign Large Blend |
| HSIDX | Hartford Schroders Sust Intl Core SDR | Owns companies we recommend for divestment | 1 | 0 | 1 | 2 | V | Foreign Large Blend |
| HNTVX | Heartland Value Institutional | Owns companies we recommend for divestment | 1 | 0 | 1 | 2 | X | Small Value |
| HRTVX | Heartland Value Investor | Owns companies we recommend for divestment | 1 | 0 | 1 | 2 | X | Small Value |
| HNVIX | Heartland Value Plus Institutional | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Small Value |
| HRVIX | Heartland Value Plus Investor | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Small Value |
| MSILX | iMGP Intl Instl | Owns companies we recommend for divestment | 1 | 0 | 2 | 0 | X | Foreign Large Blend |
| AMZA | InfraCap MLP ETF | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Energy Limited Partnership |
| FFTY | Innovator IBD® 50 ETF | Owns companies we recommend for divestment | 1 | 0 | 1 | 1 | X | Mid-Cap Growth |
| BOUT | Innovator IBD® Breakout Opps ETF | Owns companies we recommend for divestment | 1 | 0 | 4 | 0 | X | Mid-Cap Growth |
| BIBL | Inspire 100 ETF | Owns companies we recommend for divestment | 1 | 0 | 2 | 0 | X | Large Blend |
| ICPAX | Integrity Mid-North American Resources A | 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 |
| ICWIX | Integrity Mid-North American Resources I | Owns companies we recommend for divestment | 1 | 0 | 3 | 0 | X | Equity Energy |
| PXI | Invesco Dorsey Wright Energy MomentumETF | Owns companies we recommend for divestment | 1 | 0 | 2 | 0 | X | Equity Energy |
| DWAS | Invesco Dorsey Wright SmallCap Momt ETF | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Small Blend |
| IENAX | Invesco Energy A | Owns companies we recommend for divestment | 1 | 0 | 2 | 0 | X | Equity Energy |
| IEFCX | Invesco Energy C | 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 |
| FSTEX | Invesco Energy Inv | 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 |
| IENSX | Invesco Energy R6 | Owns companies we recommend for divestment | 1 | 0 | 2 | 0 | X | Equity Energy |
| IENYX | Invesco Energy Y | Owns companies we recommend for divestment | 1 | 0 | 2 | 0 | X | Equity Energy |
| PXH | Invesco FTSE RAFI Emerging Markets ETF | Owns companies we recommend for divestment | 1 | 0 | 2 | 0 | X | Diversified Emerging Mkts |
| PBD | Invesco Global Clean Energy ETF | Owns companies we recommend for divestment | 1 | 0 | 5 | 0 | V | Global Small/Mid Stock |
| PSP | Invesco Global Listed Private Equity ETF | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Global Small/Mid Stock |
| ERTH | Invesco MSCI Sustainable Future ETF | Owns companies we recommend for divestment | 1 | 0 | 6 | 0 | V | Global Large-Stock Growth |
| QOWZ | Invesco Nasdaq Free CA Flw Achiev ETF | Owns companies we recommend for divestment | 1 | 0 | 1 | 3 | X | Large Growth |
| QQQJ | Invesco NASDAQ Next Gen 100 ETF | Owns companies we recommend for divestment | 1 | 0 | 3 | 1 | X | Mid-Cap Growth |
| TAN | Invesco Solar ETF | Owns companies we recommend for divestment | 1 | 0 | 5 | 0 | V | Miscellaneous Sector |
| MLPFX | Invesco SteelPath MLP Select 40 A | 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 |
| SPMWX | Invesco SteelPath MLP Select 40 R | 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 |
| OSPSX | Invesco SteelPath MLP Select 40 R6 | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Energy Limited Partnership |
| MLPTX | Invesco SteelPath MLP Select 40 Y | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Energy Limited Partnership |
| EMGF | iShares Em Mkts Eq Fac ETF | Owns companies we recommend for divestment | 1 | 0 | 4 | 0 | X | Diversified Emerging Mkts |
| BIDD | iShares International Dividend ActiveETF | Owns companies we recommend for divestment | 1 | 0 | 3 | 1 | X | Foreign Large Blend |
| ILF | iShares Latin America 40 ETF | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Latin America Stock |
| AAXJ | iShares MSCI All Country Asia ex Jpn ETF | Owns companies we recommend for divestment | 1 | 0 | 7 | 0 | X | Pacific/Asia ex-Japan Stk |
| BKF | iShares MSCI BIC ETF | Owns companies we recommend for divestment | 1 | 0 | 3 | 0 | X | Diversified Emerging Mkts |
| MCHI | iShares MSCI China ETF | Owns companies we recommend for divestment | 1 | 0 | 2 | 0 | X | China Region |
| EEMA | iShares MSCI Emerging Markets Asia ETF | Owns companies we recommend for divestment | 1 | 0 | 7 | 0 | X | Pacific/Asia ex-Japan Stk |
| EMXC | iShares MSCI Emerging Mkts ex China ETF | Owns companies we recommend for divestment | 1 | 0 | 6 | 0 | X | Diversified Emerging Mkts |
| EWG | iShares MSCI Germany ETF | Owns companies we recommend for divestment | 1 | 0 | 3 | 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 |
| EWI | iShares MSCI Italy ETF | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Miscellaneous Region |
| EWW | iShares MSCI Mexico ETF | Owns companies we recommend for divestment | 1 | 0 | 2 | 0 | X | Miscellaneous Region |
| IFRA | iShares US Infrastructure ETF | Owns companies we recommend for divestment | 1 | 0 | 2 | 1 | X | Infrastructure |
| IEO | iShares US Oil & Gas Explor & Prod ETF | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Equity Energy |
| JDIAX | Janus Henderson Overseas A | 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 |
| JNOSX | Janus Henderson Overseas D | 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 |
| JDINX | Janus Henderson Overseas N | 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 |
| JIGRX | Janus Henderson Overseas S | Owns companies we recommend for divestment | 1 | 0 | 2 | 0 | X | Foreign Large Blend |
| JAOSX | Janus Henderson Overseas T | 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 |
| Janus Henderson VIT Overseas Svc | Owns companies we recommend for divestment | 1 | 0 | 2 | 0 | X | Foreign Large Blend |
| GOIOX | JHancock International Growth 1 | 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 |
| GONCX | JHancock International Growth C | 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 |
| JIGHX | JHancock International Growth NAV | 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 |
| JIGIX | JHancock International Growth R4 | Owns companies we recommend for divestment | 1 | 0 | 3 | 1 | X | Foreign Large Growth |
| JIGTX | JHancock International Growth R6 | Owns companies we recommend for divestment | 1 | 0 | 3 | 1 | X | Foreign Large Growth |
| JHEM | JHancock Multifactor Em Mkts ETF | Owns companies we recommend for divestment | 1 | 0 | 6 | 0 | X | Diversified Emerging Mkts |
| JNL/Morningstar PtchBk Lstd Pr Eq Idx A | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Financial |
| JNL/Morningstar PtchBk Lstd Pr Eq Idx I | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Financial |
| JOEIX | JOHCM Emerging Markets Opps Advisor | 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 |
| JOEAX | JOHCM Emerging Markets Opps Investor | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| JOHIX | JOHCM International Select Institutional | Owns companies we recommend for divestment | 1 | 0 | 3 | 1 | X | Foreign Large Growth |
| JOHAX | JOHCM International Select Investor | Owns companies we recommend for divestment | 1 | 0 | 3 | 1 | X | Foreign Large Growth |
| JEMA | JPMorgan ActiveBuilders EM Eq ETF | Owns companies we recommend for divestment | 1 | 0 | 3 | 0 | X | Diversified Emerging Mkts |
| JPEM | JPMorgan Diversified Return EMkts Eq ETF | Owns companies we recommend for divestment | 1 | 0 | 3 | 0 | X | Diversified Emerging Mkts |
| KESGX | Kennedy Capital ESG SMID Cap I | Owns companies we recommend for divestment | 1 | 0 | 2 | 3 | V | Small Blend |
| KCSIX | Knights of Columbus Small Cap I | Owns companies we recommend for divestment | 1 | 0 | 1 | 1 | X | Small Blend |
| KCSSX | Knights of Columbus Small Cap S | Owns companies we recommend for divestment | 1 | 0 | 1 | 1 | X | Small Blend |
| KALL | KraneShares MSCI All China ETF | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | China Region |
| KEMX | KraneShares MSCI Em Mkts ex CHN ETF | Owns companies we recommend for divestment | 1 | 0 | 4 | 0 | X | Diversified Emerging Mkts |
| OBOR | KraneShares MSCI One Belt One Road ETF | Owns companies we recommend for divestment | 1 | 0 | 2 | 1 | X | Infrastructure |
| LZEMX | Lazard Emerging Markets Equity Instl | 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 |
| RLEMX | Lazard Emerging Markets Equity R6 | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| LLPFX | Longleaf Partners | Owns companies we recommend for divestment | 1 | 0 | 3 | 1 | X | Mid-Cap Value |
| LAGWX | Lord Abbett Developing Growth A | 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 |
| LADFX | Lord Abbett Developing Growth F | 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 |
| LADYX | Lord Abbett Developing Growth I | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Small Growth |
| LADPX | Lord Abbett Developing Growth P | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Small Growth |
| LADQX | Lord Abbett Developing Growth R2 | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Small Growth |
| LADRX | Lord Abbett Developing Growth R3 | 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 |
| LADTX | Lord Abbett Developing Growth R5 | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Small Growth |
| LADVX | Lord Abbett Developing Growth R6 | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Small Growth |
| LVOAX | Lord Abbett Value Opportunities A | 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 |
| LVOFX | Lord Abbett Value Opportunities F | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Mid-Cap Blend |
| LVOOX | Lord Abbett Value Opportunities F3 | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Mid-Cap Blend |
| LVOYX | Lord Abbett Value Opportunities I | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Mid-Cap Blend |
| LVOPX | Lord Abbett Value Opportunities P | 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 |
| LVORX | Lord Abbett Value Opportunities R3 | 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 |
| LVOTX | Lord Abbett Value Opportunities R5 | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Mid-Cap Blend |
| LVOVX | Lord Abbett Value Opportunities R6 | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Mid-Cap Blend |
| LSVZX | LSV Emerging Markets Equity Instl | Owns companies we recommend for divestment | 1 | 0 | 3 | 0 | X | Diversified Emerging Mkts |
| LVAZX | LSV Emerging Markets Equity Inv | Owns companies we recommend for divestment | 1 | 0 | 3 | 0 | X | Diversified Emerging Mkts |
| DEMAX | Macquarie Emerging Markets A | 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 |
| DEMIX | Macquarie Emerging Markets Instl | 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 |
| DEMZX | Macquarie Emerging Markets R6 | 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 |
| EMEQ | Macquarie Focused Emerging Mrkts Eq ETF | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| DPREX | Macquarie Global Listed Real Assets A | Owns companies we recommend for divestment | 1 | 0 | 2 | 0 | X | Global Allocation |
| DPRCX | Macquarie Global Listed Real Assets C | Owns companies we recommend for divestment | 1 | 0 | 2 | 0 | X | Global Allocation |
| DPRSX | Macquarie Global Listed Real Assets Inst | 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 |
| DPRDX | Macquarie Global Listed Real Assets R6 | Owns companies we recommend for divestment | 1 | 0 | 2 | 0 | X | Global Allocation |
| WMGAX | Macquarie Mid Cap Growth A | 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 |
| IYMIX | Macquarie Mid Cap Growth I | Owns companies we recommend for divestment | 1 | 0 | 1 | 1 | X | Mid-Cap Growth |
| WMGRX | Macquarie Mid Cap Growth R | Owns companies we recommend for divestment | 1 | 0 | 1 | 1 | X | Mid-Cap Growth |
| IGRFX | Macquarie Mid Cap Growth R6 | Owns companies we recommend for divestment | 1 | 0 | 1 | 1 | X | Mid-Cap Growth |
| WMGYX | Macquarie Mid Cap Growth Y | Owns companies we recommend for divestment | 1 | 0 | 1 | 1 | X | Mid-Cap Growth |
| IGNAX | Macquarie Natural Resources A | 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 |
| IGNIX | Macquarie Natural Resources I | Owns companies we recommend for divestment | 1 | 0 | 2 | 0 | X | Natural Resources |
| IGNRX | Macquarie Natural Resources R | Owns companies we recommend for divestment | 1 | 0 | 2 | 0 | X | Natural Resources |
| INRSX | Macquarie Natural Resources R6 | Owns companies we recommend for divestment | 1 | 0 | 2 | 0 | X | Natural Resources |
| IGNYX | Macquarie Natural Resources Y | Owns companies we recommend for divestment | 1 | 0 | 2 | 0 | X | Natural Resources |
| MERAX | Madison Mid Cap A | 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 |
| MMCRX | Madison Mid Cap R6 | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Mid-Cap Blend |
| GTSGX | Madison Mid Cap Y | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Mid-Cap Blend |
| MASMX | Madison Small Cap A | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Small Blend |
| MSCIX | Madison Small Cap I | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Small Blend |
| MSCRX | Madison Small Cap R6 | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Small Blend |
| BVAOX | Madison Small Cap Y | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Small Blend |
| MMYLX | MassMutual Small Company Val Adm | Owns companies we recommend for divestment | 1 | 0 | 1 | 1 | X | Small Value |
| MSVZX | MassMutual Small Company Val I | Owns companies we recommend for divestment | 1 | 0 | 1 | 1 | X | Small Value |
| MSVNX | MassMutual Small Company Val R3 | Owns companies we recommend for divestment | 1 | 0 | 1 | 1 | X | Small Value |
| MSVSX | MassMutual Small Company Val R5 | Owns companies we recommend for divestment | 1 | 0 | 1 | 1 | X | Small Value |
| MMVYX | MassMutual Small Company Val Svc | Owns companies we recommend for divestment | 1 | 0 | 1 | 1 | X | Small Value |
| MMNLX | MassMutual Small Company Val Y | Owns companies we recommend for divestment | 1 | 0 | 1 | 1 | X | Small Value |
| MMYAX | MassMutual Small Company Value A | Owns companies we recommend for divestment | 1 | 0 | 1 | 1 | X | Small Value |
| MMVFX | MassMutual Small Company Value R4 | Owns companies we recommend for divestment | 1 | 0 | 1 | 1 | X | Small Value |
| MFSI | MFS Active International ETF | Owns companies we recommend for divestment | 1 | 0 | 3 | 1 | X | Foreign Large Blend |
| MNDAX | MFS New Discovery A | Owns companies we recommend for divestment | 1 | 0 | 0 | 2 | X | Small Growth |
| MNDBX | MFS New Discovery B | 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 |
| MNDIX | MFS New Discovery I | 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 |
| MNDRX | MFS New Discovery R2 | 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 |
| MNDJX | MFS New Discovery R4 | Owns companies we recommend for divestment | 1 | 0 | 0 | 2 | X | Small Growth |
| MNDKX | MFS New Discovery R6 | Owns companies we recommend for divestment | 1 | 0 | 0 | 2 | X | Small Growth |
| NDVAX | MFS New Discovery Value A | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Small Value |
| NDVBX | MFS New Discovery Value B | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Small Value |
| NDVCX | MFS New Discovery Value C | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Small Value |
| NDVIX | MFS New Discovery Value I | 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 |
| NDVSX | MFS New Discovery Value R2 | 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 |
| NDVUX | MFS New Discovery Value R4 | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Small Value |
| NDVVX | MFS New Discovery Value R6 | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Small Value |
| MPIEX | Mondrian International Value Equity | Owns companies we recommend for divestment | 1 | 0 | 3 | 1 | X | Foreign Large Value |
| MACGX | Morgan Stanley Inst Discovery A | Owns companies we recommend for divestment | 1 | 0 | 1 | 1 | X | Mid-Cap Growth |
| MSMFX | Morgan Stanley Inst Discovery C | 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 |
| MSKLX | Morgan Stanley Inst Discovery L | Owns companies we recommend for divestment | 1 | 0 | 1 | 1 | X | Mid-Cap Growth |
| MMCGX | Morgan Stanley Inst Discovery R6 | Owns companies we recommend for divestment | 1 | 0 | 1 | 1 | X | Mid-Cap Growth |
| NSI | National Security Emerging Mkts Idx ETF | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| NWXSX | Nationwide International Sm Cp A | Owns companies we recommend for divestment | 1 | 0 | 1 | 1 | X | Foreign Small/Mid Blend |
| NWXVX | Nationwide International Sm Cp Instl Svc | Owns companies we recommend for divestment | 1 | 0 | 1 | 1 | X | Foreign Small/Mid Blend |
| NWXUX | Nationwide International Sm Cp R6 | Owns companies we recommend for divestment | 1 | 0 | 1 | 1 | X | Foreign Small/Mid Blend |
| NWAGX | Nationwide Janus Henderson Overseas A | 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 |
| NWAJX | Nationwide Janus Henderson Ovrs Eagle | Owns companies we recommend for divestment | 1 | 0 | 2 | 0 | X | Foreign Large Blend |
| NWAKX | Nationwide Janus Henderson Ovrs InsSvc | Owns companies we recommend for divestment | 1 | 0 | 2 | 0 | X | Foreign Large Blend |
| NBET | Neuberger Berman Engy Trnstn & InfrasETF | Owns companies we recommend for divestment | 1 | 0 | 2 | 0 | V | Global Small/Mid Stock |
| NUEM | Nuveen ESG Emerging Markets Equity ETF | Owns companies we recommend for divestment | 1 | 0 | 2 | 0 | V | Diversified Emerging Mkts |
| NWQFX | Nuveen Small/Mid Cap Value R6 | 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 |
| NSMCX | Nuveen Small/Mid-Cap Value C | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Small Blend |
| NSMRX | Nuveen Small/Mid-Cap Value I | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Small Blend |
| ICERX | NYLI Epoch International Chc SIMPLE Cl | Owns companies we recommend for divestment | 1 | 0 | 1 | 2 | X | Foreign Large Blend |
| ICEVX | NYLI Epoch International Choice Class A | 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 |
| ICEUX | NYLI Epoch International Choice Class I | Owns companies we recommend for divestment | 1 | 0 | 1 | 2 | X | Foreign Large Blend |
| ICELX | NYLI Epoch International Choice Inv Cl | Owns companies we recommend for divestment | 1 | 0 | 1 | 2 | X | Foreign Large Blend |
| OAIM | OneAscent International Equity ETF | Owns companies we recommend for divestment | 1 | 0 | 4 | 0 | X | Foreign Large Blend |
| DIVZ | Opal Dividend Income ETF | Owns companies we recommend for divestment | 1 | 0 | 1 | 1 | X | Large Value |
| OASGX | Optimum Small-Mid Cap Growth A | Owns companies we recommend for divestment | 1 | 0 | 0 | 2 | X | Small Growth |
| OCSGX | Optimum Small-Mid Cap Growth C | Owns companies we recommend for divestment | 1 | 0 | 0 | 2 | X | Small Growth |
| OISGX | Optimum Small-Mid Cap Growth Instl | Owns companies we recommend for divestment | 1 | 0 | 0 | 2 | X | Small Growth |
| OSCBX | Overseas SMA Completion | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Foreign Small/Mid Value |
| PWGAX | PACE International Equity A | Owns companies we recommend for divestment | 1 | 0 | 3 | 1 | X | Foreign Large Blend |
| PWITX | PACE International Equity Invmt P2 | Owns companies we recommend for divestment | 1 | 0 | 3 | 1 | X | Foreign Large Blend |
| PCIEX | PACE International Equity P | Owns companies we recommend for divestment | 1 | 0 | 3 | 1 | X | Foreign Large Blend |
| PATN | Pacer Nasdaq International Ptnt Ldrs ETF | Owns companies we recommend for divestment | 1 | 0 | 6 | 4 | X | Foreign Large Blend |
| BUL | Pacer US Cash Cows Growth ETF | Owns companies we recommend for divestment | 1 | 0 | 5 | 0 | X | Mid-Cap Blend |
| QBNAX | Pear Tree Polaris Small Cap Instl | 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 |
| QBNRX | Pear Tree Polaris Small Cap R6 | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Small Value |
| PEEAX | PGIM Jennison Mid-Cap Growth A | 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 |
| JDERX | PGIM Jennison Mid-Cap Growth R | 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 |
| PEGGX | PGIM Jennison Mid-Cap Growth R4 | 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 |
| PEGZX | PGIM Jennison Mid-Cap Growth Z | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Mid-Cap Growth |
| MFEM | PIMCO RAFI Dyn Mlt-Fctr Emrg Mkts Eq ETF | Owns companies we recommend for divestment | 1 | 0 | 6 | 0 | X | Diversified Emerging Mkts |
| PBMIX | Polen US SMID Company Growth Instl | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Mid-Cap Growth |
| PRIAX | Principal Glb Emerging Markets A | 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 |
| PIEJX | Principal Glb Emerging Markets J | 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 |
| PEPSX | Principal Glb Emerging Markets R5 | Owns companies we recommend for divestment | 1 | 0 | 3 | 0 | X | Diversified Emerging Mkts |
| PIIMX | Principal Glb Emerging Markets R6 | Owns companies we recommend for divestment | 1 | 0 | 3 | 0 | X | Diversified Emerging Mkts |
| PMDAX | Principal Small-MidCap Dividend Inc A | 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 |
| PMDIX | Principal Small-MidCap Dividend Inc Inst | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Mid-Cap Value |
| PMDHX | Principal Small-MidCap Dividend Inc R6 | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Mid-Cap Value |
| LNGZ | Range Global LNG Ecosystem ETF | Owns companies we recommend for divestment | 1 | 0 | 2 | 0 | X | Equity Energy |
| RMLPX | Recurrent MLP & Infrastructure Class I | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Energy Limited Partnership |
| RWCIX | Redwheel Global Emerging Equity I | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| RWCEX | Redwheel Global Emerging Equity Ins | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| RMBTX | RMB International I | Owns companies we recommend for divestment | 1 | 0 | 3 | 1 | X | Foreign Large Blend |
| RKCAX | Rockefeller Climate Solutions A | Owns companies we recommend for divestment | 1 | 0 | 1 | 1 | V | Global Small/Mid Stock |
| RKCIX | Rockefeller Climate Solutions Instl | Owns companies we recommend for divestment | 1 | 0 | 1 | 1 | V | Global Small/Mid Stock |
| RDVIX | Royce Dividend Value Invmt | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Mid-Cap Blend |
| RYDVX | Royce Dividend Value Svc | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Mid-Cap Blend |
| RYMCX | Royce Micro-Cap Consult | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Small Blend |
| RYOTX | Royce Micro-Cap Invmt | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Small Blend |
| RMCFX | Royce Micro-Cap Svc | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Small Blend |
| RYTCX | Royce Small-Cap Total Return Consult | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Small Value |
| RTRIX | Royce Small-Cap Total Return Instl | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Small Value |
| RYTRX | Royce Small-Cap Total Return Invmt | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Small Value |
| RTRRX | Royce Small-Cap Total Return R | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Small Value |
| RYTFX | Royce Small-Cap Total Return Svc | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Small Value |
| RYBMX | Rydex Basic Materials A | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Natural Resources |
| RYBCX | Rydex Basic Materials C | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Natural Resources |
| RYBAX | Rydex Basic Materials H | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Natural Resources |
| RYBIX | Rydex Basic Materials Inv | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Natural Resources |
| SBMBX | Saratoga Energy & Basic Materials A | Owns companies we recommend for divestment | 1 | 0 | 2 | 0 | X | Natural Resources |
| SEPCX | Saratoga Energy & Basic Materials C | Owns companies we recommend for divestment | 1 | 0 | 2 | 0 | X | Natural Resources |
| SEPIX | Saratoga Energy & Basic Materials I | Owns companies we recommend for divestment | 1 | 0 | 2 | 0 | X | Natural Resources |
| SIEYX | Saratoga International Equity A | Owns companies we recommend for divestment | 1 | 0 | 2 | 0 | X | Foreign Large Blend |
| SIECX | Saratoga International Equity C | Owns companies we recommend for divestment | 1 | 0 | 2 | 0 | X | Foreign Large Blend |
| SIEPX | Saratoga International Equity I | Owns companies we recommend for divestment | 1 | 0 | 2 | 0 | X | Foreign Large Blend |
| SBHCX | Segall Bryant & Hamill Small Cap Cre Ret | Owns companies we recommend for divestment | 1 | 0 | 0 | 2 | X | Small Growth |
| SBASX | Segall Bryant &Hamill Small Cap Cre Ins | Owns companies we recommend for divestment | 1 | 0 | 0 | 2 | X | Small Growth |
| SIEMX | SEI Emerging Markets Equity F (SIT) | Owns companies we recommend for divestment | 1 | 0 | 2 | 0 | X | Diversified Emerging Mkts |
| SEQFX | SEI Emerging Markets Equity Y (SIT) | Owns companies we recommend for divestment | 1 | 0 | 2 | 0 | X | Diversified Emerging Mkts |
| SNGRX | Sit International Growth | Owns companies we recommend for divestment | 1 | 0 | 3 | 2 | X | Foreign Large Blend |
| XCNY | SPDR S&P Emerging Markets ex-China ETF | Owns companies we recommend for divestment | 1 | 0 | 3 | 0 | X | Diversified Emerging Mkts |
| FEZ | SPDR® EURO STOXX 50 ETF | Owns companies we recommend for divestment | 1 | 0 | 2 | 1 | X | Europe Stock |
| EEMX | SPDR® MSCI Em Mkts Fssl Ful Free RsrvETF | Owns companies we recommend for divestment | 1 | 0 | 7 | 0 | X | Diversified Emerging Mkts |
| SPEM | SPDR® Portfolio Emerging Markets ETF | Owns companies we recommend for divestment | 1 | 0 | 6 | 0 | X | Diversified Emerging Mkts |
| KCE | SPDR® S&P Capital Markets ETF | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Financial |
| SIMS | SPDR® S&P Kensho Intelligent Strctr ETF | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Infrastructure |
| FSAMX | Strategic Advisers Emerging Markets | Owns companies we recommend for divestment | 1 | 0 | 3 | 0 | X | Diversified Emerging Mkts |
| STXE | Strive Emerging Markets Ex-China ETF | Owns companies we recommend for divestment | 1 | 0 | 3 | 0 | X | Diversified Emerging Mkts |
| PRESX | T. Rowe Price European Stock | Owns companies we recommend for divestment | 1 | 0 | 1 | 1 | X | Europe Stock |
| TEUIX | T. Rowe Price European Stock I | Owns companies we recommend for divestment | 1 | 0 | 1 | 1 | X | Europe Stock |
| TRZPX | T. Rowe Price European Stock Z | Owns companies we recommend for divestment | 1 | 0 | 1 | 1 | X | Europe Stock |
| PRNCX | T. Rowe Price Intl Disciplined Eq Adv | Owns companies we recommend for divestment | 1 | 0 | 4 | 3 | X | Foreign Large Blend |
| RICIX | T. Rowe Price Intl Disciplined Eq I | Owns companies we recommend for divestment | 1 | 0 | 4 | 3 | X | Foreign Large Blend |
| PRCNX | T. Rowe Price Intl Disciplined Eq Inv | Owns companies we recommend for divestment | 1 | 0 | 4 | 3 | X | Foreign Large Blend |
| TGVOX | TCW Relative Value Mid Cap I | Owns companies we recommend for divestment | 1 | 0 | 3 | 1 | X | Mid-Cap Value |
| TGVNX | TCW Relative Value Mid Cap N | Owns companies we recommend for divestment | 1 | 0 | 3 | 1 | X | Mid-Cap Value |
| RSHO | Tema American Reshoring ETF | Owns companies we recommend for divestment | 1 | 0 | 3 | 0 | X | Industrials |
| WMMAX | TETON Westwood Mighty Mites A | Owns companies we recommend for divestment | 1 | 0 | 1 | 1 | X | Small Blend |
| WEMMX | TETON Westwood Mighty Mites AAA | Owns companies we recommend for divestment | 1 | 0 | 1 | 1 | X | Small Blend |
| WMMCX | TETON Westwood Mighty Mites C | Owns companies we recommend for divestment | 1 | 0 | 1 | 1 | X | Small Blend |
| WEIMX | TETON Westwood Mighty Mites I | Owns companies we recommend for divestment | 1 | 0 | 1 | 1 | X | Small Blend |
| OILT | Texas Capital Texas Oil Index ETF | Owns companies we recommend for divestment | 1 | 0 | 2 | 0 | X | Equity Energy |
| SPAM | Themes Cybersecurity ETF | Owns companies we recommend for divestment | 1 | 0 | 0 | 2 | X | Technology |
| BOTT | Themes Robotics & Automation ETF | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Technology |
| SAGWX | Touchstone Small Company A | 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 |
| TICSX | Touchstone Small Company Instl | 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 |
| SIGWX | Touchstone Small Company Y | Owns companies we recommend for divestment | 1 | 0 | 0 | 2 | X | Small Blend |
| TBHDX | Tweedy, Browne Worldwide Hi Div Yld Val | Owns companies we recommend for divestment | 1 | 0 | 2 | 0 | X | Global Large-Stock Value |
| UEMPX | UBS Emerging Markets Equity Opp P | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| EMPTX | UBS Emerging Markets Equity Opp P2 | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| UPDDX | Upright Growth & Income | Owns companies we recommend for divestment | 1 | 0 | 3 | 0 | X | Large Growth |
| VSSVX | VALIC Company I Small Cap Special Val | Owns companies we recommend for divestment | 1 | 0 | 4 | 0 | X | Small Value |
| VLEIX | Value Line Small Cap Opportunities Instl | Owns companies we recommend for divestment | 1 | 0 | 0 | 2 | X | Small Growth |
| VLEOX | Value Line Small Cap Opportunities Inv | Owns companies we recommend for divestment | 1 | 0 | 0 | 2 | X | Small Growth |
| CRAK | VanEck Oil Refiners ETF | Owns companies we recommend for divestment | 1 | 0 | 2 | 0 | X | Equity Energy |
| IBOT | VanEck Robotics ETF | Owns companies we recommend for divestment | 1 | 0 | 3 | 1 | X | Technology |
| VMMSX | Vanguard Emerg Mkts Sel Stk Inv | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| VGELX | Vanguard Energy Adm | Owns companies we recommend for divestment | 1 | 0 | 3 | 0 | X | Equity Energy |
| VGENX | Vanguard Energy Inv | Owns companies we recommend for divestment | 1 | 0 | 3 | 0 | X | Equity Energy |
| VINEX | Vanguard International Explorer Inv | Owns companies we recommend for divestment | 1 | 0 | 1 | 1 | X | Foreign Small/Mid Growth |
| VPU | Vanguard Utilities ETF | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Utilities |
| VUIAX | Vanguard Utilities Index Adm | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Utilities |
| ADVMX | Vaughan Nelson Emerging Markets Instl Cl | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| ADVKX | Vaughan Nelson Emerging Markets Inv Cl | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| USEMX | Victory Emerging Markets | Owns companies we recommend for divestment | 1 | 0 | 2 | 0 | X | Diversified Emerging Mkts |
| UIEMX | Victory Emerging Markets Institutional | Owns companies we recommend for divestment | 1 | 0 | 2 | 0 | X | Diversified Emerging Mkts |
| VSCVX | Victory Integrity Small-Cap Value A | Owns companies we recommend for divestment | 1 | 0 | 3 | 1 | X | Small Value |
| MCVSX | Victory Integrity Small-Cap Value C | Owns companies we recommend for divestment | 1 | 0 | 3 | 1 | X | Small Value |
| MRVSX | Victory Integrity Small-Cap Value R | Owns companies we recommend for divestment | 1 | 0 | 3 | 1 | X | Small Value |
| MVSSX | Victory Integrity Small-Cap Value R6 | Owns companies we recommend for divestment | 1 | 0 | 3 | 1 | X | Small Value |
| VSVIX | Victory Integrity Small-Cap Value Y | Owns companies we recommend for divestment | 1 | 0 | 3 | 1 | X | Small Value |
| MISAX | Victory Trivalent International Sm-Cp A | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Foreign Small/Mid Blend |
| MCISX | Victory Trivalent International Sm-Cp C | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Foreign Small/Mid Blend |
| MISIX | Victory Trivalent International Sm-Cp I | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Foreign Small/Mid Blend |
| MSSIX | Victory Trivalent International Sm-Cp R6 | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Foreign Small/Mid Blend |
| MYSIX | Victory Trivalent International Sm-Cp Y | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Foreign Small/Mid Blend |
| MDCP | VictoryShares THB Mid Cap ETF | Owns companies we recommend for divestment | 1 | 0 | 0 | 2 | X | Mid-Cap Blend |
| PPTAX | Virtus KAR Global Quality Dividend A | Owns companies we recommend for divestment | 1 | 0 | 3 | 0 | X | Global Large-Stock Value |
| PPTCX | Virtus KAR Global Quality Dividend C | Owns companies we recommend for divestment | 1 | 0 | 3 | 0 | X | Global Large-Stock Value |
| PIPTX | Virtus KAR Global Quality Dividend I | Owns companies we recommend for divestment | 1 | 0 | 3 | 0 | X | Global Large-Stock Value |
| VGQRX | Virtus KAR Global Quality Dividend R6 | Owns companies we recommend for divestment | 1 | 0 | 3 | 0 | X | Global Large-Stock Value |
| VMACX | Virtus KAR Mid-Cap Core A | Owns companies we recommend for divestment | 1 | 0 | 0 | 2 | X | Mid-Cap Growth |
| VMCCX | Virtus KAR Mid-Cap Core C | Owns companies we recommend for divestment | 1 | 0 | 0 | 2 | X | Mid-Cap Growth |
| VIMCX | Virtus KAR Mid-Cap Core I | Owns companies we recommend for divestment | 1 | 0 | 0 | 2 | X | Mid-Cap Growth |
| VRMCX | Virtus KAR Mid-Cap Core R6 | Owns companies we recommend for divestment | 1 | 0 | 0 | 2 | X | Mid-Cap Growth |
| KMID | Virtus KAR Mid-Cap ETF | Owns companies we recommend for divestment | 1 | 0 | 0 | 2 | X | Mid-Cap Blend |
| VKSAX | Virtus KAR Small-Mid Cap Core A | Owns companies we recommend for divestment | 1 | 0 | 0 | 2 | X | Mid-Cap Growth |
| VKSCX | Virtus KAR Small-Mid Cap Core C | Owns companies we recommend for divestment | 1 | 0 | 0 | 2 | X | Mid-Cap Growth |
| VKSIX | Virtus KAR Small-Mid Cap Core I | Owns companies we recommend for divestment | 1 | 0 | 0 | 2 | X | Mid-Cap Growth |
| VKSRX | Virtus KAR Small-Mid Cap Core R6 | Owns companies we recommend for divestment | 1 | 0 | 0 | 2 | X | Mid-Cap Growth |
| VAKSX | Virtus KAR Small-Mid Cap Growth A | Owns companies we recommend for divestment | 1 | 0 | 0 | 2 | X | Mid-Cap Growth |
| VCKSX | Virtus KAR Small-Mid Cap Growth C | Owns companies we recommend for divestment | 1 | 0 | 0 | 2 | X | Mid-Cap Growth |
| VIKSX | Virtus KAR Small-Mid Cap Growth I | Owns companies we recommend for divestment | 1 | 0 | 0 | 2 | X | Mid-Cap Growth |
| VRKSX | Virtus KAR Small-Mid Cap Growth R6 | Owns companies we recommend for divestment | 1 | 0 | 0 | 2 | X | Mid-Cap Growth |
| VWYFX | Voya Small Cap Growth A | Owns companies we recommend for divestment | 1 | 0 | 0 | 2 | X | Small Growth |
| VWYGX | Voya Small Cap Growth C | Owns companies we recommend for divestment | 1 | 0 | 0 | 2 | X | Small Growth |
| TCMSX | Voya Small Cap Growth I | Owns companies we recommend for divestment | 1 | 0 | 0 | 2 | X | Small Growth |
| VWYIX | Voya Small Cap Growth R | Owns companies we recommend for divestment | 1 | 0 | 0 | 2 | X | Small Growth |
| VLNPX | Voya Small Cap Growth R6 | Owns companies we recommend for divestment | 1 | 0 | 0 | 2 | X | Small Growth |
| VWYKX | Voya Small Cap Growth W | Owns companies we recommend for divestment | 1 | 0 | 0 | 2 | X | Small Growth |
| ISOPX | Voya SmallCap Opportunities Port A | Owns companies we recommend for divestment | 1 | 0 | 0 | 2 | X | Small Growth |
| IVSOX | Voya SmallCap Opportunities Port I | Owns companies we recommend for divestment | 1 | 0 | 0 | 2 | X | Small Growth |
| VRSCX | Voya SmallCap Opportunities Port R6 | Owns companies we recommend for divestment | 1 | 0 | 0 | 2 | X | Small Growth |
| IVPOX | Voya SmallCap Opportunities Port S | Owns companies we recommend for divestment | 1 | 0 | 0 | 2 | X | Small Growth |
| ISCTX | Voya SmallCap Opportunities Port S2 | Owns companies we recommend for divestment | 1 | 0 | 0 | 2 | X | Small Growth |
| IBSAX | VY® Baron Growth A | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Mid-Cap Growth |
| IBGIX | VY® Baron Growth I | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Mid-Cap Growth |
| VYRBX | VY® Baron Growth R6 | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Mid-Cap Growth |
| IBSSX | VY® Baron Growth S | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Mid-Cap Growth |
| IBCGX | VY® Baron Growth S2 | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Mid-Cap Growth |
| WILCX | Wasatch Global Value Institutional | Owns companies we recommend for divestment | 1 | 0 | 1 | 1 | X | Global Large-Stock Value |
| FMIEX | Wasatch Global Value Investor | Owns companies we recommend for divestment | 1 | 0 | 1 | 1 | X | Global Large-Stock Value |
| WIIOX | Wasatch International Opps Instl | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Foreign Small/Mid Growth |
| WAIOX | Wasatch International Opps Inv | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Foreign Small/Mid Growth |
| WAMVX | Wasatch Micro Cap Value | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Small Growth |
| WGMVX | Wasatch Micro Cap Value Institutional | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Small Growth |
| WCMOX | WCM Focused International Opps Ins | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Foreign Small/Mid Blend |
| WCFOX | WCM Focused International Opps Inv | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Foreign Small/Mid Blend |
| WCMFX | WCM SMID Quality Val Fd Institutional | Owns companies we recommend for divestment | 1 | 0 | 1 | 1 | X | Small Blend |
| WCMJX | WCM SMID Quality Val Fd Investor | Owns companies we recommend for divestment | 1 | 0 | 1 | 1 | X | Small Blend |
| LBO | WHITEWOLF Publicly Listed Priv Eq ETF | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Miscellaneous Sector |
| WILIX | William Blair International Ldrs I | Owns companies we recommend for divestment | 1 | 0 | 3 | 2 | X | Foreign Large Growth |
| WILNX | William Blair International Ldrs N | Owns companies we recommend for divestment | 1 | 0 | 3 | 2 | X | Foreign Large Growth |
| WILJX | William Blair International Ldrs R6 | Owns companies we recommend for divestment | 1 | 0 | 3 | 2 | X | Foreign Large Growth |
| CXSE | WisdomTree China ex-State-Owd Entpr ETF | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | China Region |
| WCLD | WisdomTree Cloud Computing ETF | Owns companies we recommend for divestment | 1 | 0 | 2 | 2 | X | Technology |
| XC | WisdomTree Emerging Markets ex-China ETF | Owns companies we recommend for divestment | 1 | 0 | 7 | 0 | X | Diversified Emerging Mkts |
| EMMF | WisdomTree Emerging Markets Mltfctr | Owns companies we recommend for divestment | 1 | 0 | 2 | 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 |
| XSOE | WisdomTree EmMkts ex-Stt-Ownd EntrprsETF | Owns companies we recommend for divestment | 1 | 0 | 7 | 0 | X | Diversified Emerging Mkts |
| EUSC | WisdomTree Europe Hedged SmallCap Eq ETF | Owns companies we recommend for divestment | 1 | 0 | 4 | 0 | X | Europe Stock |
| IQDG | WisdomTree International Qual Div Gr ETF | Owns companies we recommend for divestment | 1 | 0 | 4 | 2 | X | Foreign Large Growth |
| IHDG | WisdomTree Intl Hdgd Qual Div Gr ETF | Owns companies we recommend for divestment | 1 | 0 | 4 | 2 | X | Foreign Large Growth |
| WPGTX | WPG Partners Small Cap Value Div Fund | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Small Value |
| EMCR | Xtrackers EM CarbReduc&ClimtImprvs ETF | Owns companies we recommend for divestment | 1 | 0 | 4 | 0 | V | Diversified Emerging Mkts |
| NRES | Xtrackers RREEF Global Natrl Res ETF | Owns companies we recommend for divestment | 1 | 0 | 2 | 0 | X | Natural Resources |
| ABIAX | AB International Value A | Owns companies we recommend for divestment | 2 | 0 | 3 | 2 | X | Foreign Large Value |
| ABIYX | AB International Value Advisor | Owns companies we recommend for divestment | 2 | 0 | 3 | 2 | X | Foreign Large Value |
| ABICX | AB International Value C | Owns companies we recommend for divestment | 2 | 0 | 3 | 2 | X | Foreign Large Value |
| AIVIX | AB International Value I | Owns companies we recommend for divestment | 2 | 0 | 3 | 2 | X | Foreign Large Value |
| TWGAX | American Century International Gr A | Owns companies we recommend for divestment | 2 | 0 | 2 | 3 | X | Foreign Large Growth |
| AIWCX | American Century International Gr C | 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 |
| TGRIX | American Century International Gr I | 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 |
| ATGRX | American Century International Gr R | 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 |
| ATGDX | American Century International Gr R6 | Owns companies we recommend for divestment | 2 | 0 | 2 | 3 | X | Foreign Large Growth |
| ATYGX | American Century International Gr Y | Owns companies we recommend for divestment | 2 | 0 | 2 | 3 | X | Foreign Large Growth |
| MSSCX | AMG Frontier Small Cap Growth I | Owns companies we recommend for divestment | 2 | 0 | 0 | 2 | X | Small Growth |
| MSSVX | AMG Frontier Small Cap Growth N | Owns companies we recommend for divestment | 2 | 0 | 0 | 2 | X | Small Growth |
| MSSYX | AMG Frontier Small Cap Growth Z | Owns companies we recommend for divestment | 2 | 0 | 0 | 2 | X | Small Growth |
| AMID | Argent Mid Cap ETF | Owns companies we recommend for divestment | 2 | 0 | 1 | 2 | X | Mid-Cap Blend |
| AFOYX | Ariel Focus Institutional | Owns companies we recommend for divestment | 2 | 0 | 2 | 1 | X | Mid-Cap Value |
| ARFFX | Ariel Focus Investor | Owns companies we recommend for divestment | 2 | 0 | 2 | 1 | X | Mid-Cap Value |
| AVEM | Avantis Emerging Markets Equity ETF | Owns companies we recommend for divestment | 2 | 0 | 11 | 0 | X | Diversified Emerging Mkts |
| AVENX | Avantis® Emerging Markets Equity G | Owns companies we recommend for divestment | 2 | 0 | 10 | 0 | X | Diversified Emerging Mkts |
| AVEEX | Avantis® Emerging Markets Equity Instl | Owns companies we recommend for divestment | 2 | 0 | 10 | 0 | X | Diversified Emerging Mkts |
| PPI | AXS Astoria Real Assets ETF | Owns companies we recommend for divestment | 2 | 0 | 2 | 1 | X | Global Allocation |
| BINIX | Baron International Growth Institutional | 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 |
| BIGFX | Baron International Growth Retail | Owns companies we recommend for divestment | 2 | 0 | 4 | 1 | X | Foreign Large Growth |
| MAEFX | BlackRock International Select Eq Instl | Owns companies we recommend for divestment | 2 | 0 | 2 | 3 | X | Europe Stock |
| MDEFX | BlackRock International Select Eq Inv A | Owns companies we recommend for divestment | 2 | 0 | 2 | 3 | X | Europe Stock |
| MCEFX | BlackRock International Select Eq Inv C | Owns companies we recommend for divestment | 2 | 0 | 2 | 3 | X | Europe Stock |
| MKEFX | BlackRock International Select Eq K | Owns companies we recommend for divestment | 2 | 0 | 2 | 3 | X | Europe Stock |
| MREFX | BlackRock International Select Eq R | Owns companies we recommend for divestment | 2 | 0 | 2 | 3 | X | Europe Stock |
| MAGRX | BlackRock Natural Resources Instl | 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 |
| MCGRX | BlackRock Natural Resources Inv C | Owns companies we recommend for divestment | 2 | 0 | 3 | 0 | X | Natural Resources |
| DIEAX | BNY Mellon International Core Equity A | Owns companies we recommend for divestment | 2 | 0 | 4 | 0 | X | Foreign Large Value |
| DIECX | BNY Mellon International Core Equity C | 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 |
| DIEYX | BNY Mellon International Core Equity Y | 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 |
| MPITX | BNY Mellon International M | Owns companies we recommend for divestment | 2 | 0 | 4 | 0 | X | Foreign Large Value |
| BWNYX | Bullfinch Greater Western New York | Owns companies we recommend for divestment | 2 | 0 | 2 | 2 | X | Mid-Cap Value |
| CIGRX | Calamos International Growth A | Owns companies we recommend for divestment | 2 | 0 | 2 | 1 | X | Foreign Large Growth |
| CIGCX | Calamos International Growth C | Owns companies we recommend for divestment | 2 | 0 | 2 | 1 | X | Foreign Large Growth |
| CIGIX | Calamos International Growth I | Owns companies we recommend for divestment | 2 | 0 | 2 | 1 | X | Foreign Large Growth |
| CIGOX | Calamos International Growth R6 | Owns companies we recommend for divestment | 2 | 0 | 2 | 1 | X | Foreign Large Growth |
| CGXU | Capital Group International Focus Eq ETF | Owns companies we recommend for divestment | 2 | 0 | 3 | 1 | X | Foreign Large Growth |
| AAWEX | Cavanal Hill World Energy A | 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 |
| AIWEX | Cavanal Hill World Energy Institutional | Owns companies we recommend for divestment | 2 | 0 | 3 | 0 | X | Equity Energy |
| APWEX | Cavanal Hill World Energy Investor | Owns companies we recommend for divestment | 2 | 0 | 3 | 0 | X | Equity Energy |
| SHRAX | ClearBridge Growth A | Owns companies we recommend for divestment | 2 | 0 | 3 | 3 | X | Large Blend |
| SAGCX | ClearBridge Growth C | 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 |
| SAGYX | ClearBridge Growth I | 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 |
| LMPRX | ClearBridge Growth R | Owns companies we recommend for divestment | 2 | 0 | 3 | 3 | X | Large Blend |
| LBGAX | ClearBridge Mid Cap Growth A | 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 |
| LBGIX | ClearBridge Mid Cap Growth I | 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 |
| LCMRX | ClearBridge Mid Cap Growth R | Owns companies we recommend for divestment | 2 | 0 | 2 | 2 | X | Mid-Cap Growth |
| IMIDX | Congress Mid Cap Growth Institutional | Owns companies we recommend for divestment | 2 | 0 | 0 | 2 | X | Mid-Cap Growth |
| CMIDX | Congress Mid Cap Growth Retail | Owns companies we recommend for divestment | 2 | 0 | 0 | 2 | X | Mid-Cap Growth |
| DBUYX | Davenport Insider Buying | Owns companies we recommend for divestment | 2 | 0 | 0 | 3 | X | Large Blend |
| DAEIX | Dean Equity Income | Owns companies we recommend for divestment | 2 | 0 | 3 | 1 | X | Large Value |
| DFEMX | DFA Emerging Markets I | Owns companies we recommend for divestment | 2 | 0 | 12 | 0 | X | Diversified Emerging Mkts |
| DFETX | DFA Emerging Markets II | Owns companies we recommend for divestment | 2 | 0 | 12 | 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 |
| DAADX | DFA Emerging Mkts ex China Cr Eq Instl | Owns companies we recommend for divestment | 2 | 0 | 12 | 0 | X | Diversified Emerging Mkts |
| DHPIX | Diamond Hill Mid Cap I | 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 |
| DHPYX | Diamond Hill Mid Cap Y | Owns companies we recommend for divestment | 2 | 0 | 1 | 2 | X | Mid-Cap Value |
| FANAX | Fidelity Advisor Energy A | Owns companies we recommend for divestment | 2 | 0 | 3 | 0 | X | Equity Energy |
| FNRCX | Fidelity Advisor Energy C | Owns companies we recommend for divestment | 2 | 0 | 3 | 0 | X | Equity Energy |
| FANIX | Fidelity Advisor Energy I | 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 |
| FIKAX | Fidelity Advisor Energy Z | Owns companies we recommend for divestment | 2 | 0 | 3 | 0 | X | Equity Energy |
| FHJUX | Fidelity Advisor Europe A | Owns companies we recommend for divestment | 2 | 0 | 2 | 2 | X | Europe Stock |
| FHJTX | Fidelity Advisor Europe C | Owns companies we recommend for divestment | 2 | 0 | 2 | 2 | X | Europe Stock |
| FHJMX | Fidelity Advisor Europe I | Owns companies we recommend for divestment | 2 | 0 | 2 | 2 | X | Europe Stock |
| FHJVX | Fidelity Advisor Europe M | Owns companies we recommend for divestment | 2 | 0 | 2 | 2 | X | Europe Stock |
| FIQHX | Fidelity Advisor Europe Z | Owns companies we recommend for divestment | 2 | 0 | 2 | 2 | X | Europe Stock |
| FAIDX | Fidelity Advisor International Discv A | Owns companies we recommend for divestment | 2 | 0 | 6 | 1 | X | Foreign Large Growth |
| FCADX | Fidelity Advisor International Discv C | Owns companies we recommend for divestment | 2 | 0 | 6 | 1 | X | Foreign Large Growth |
| FIADX | Fidelity Advisor International Discv I | Owns companies we recommend for divestment | 2 | 0 | 6 | 1 | X | Foreign Large Growth |
| FTADX | Fidelity Advisor International Discv M | Owns companies we recommend for divestment | 2 | 0 | 6 | 1 | X | Foreign Large Growth |
| FZAIX | Fidelity Advisor International Discv Z | Owns companies we recommend for divestment | 2 | 0 | 6 | 1 | X | Foreign Large Growth |
| FIAGX | Fidelity Advisor International Growth A | Owns companies we recommend for divestment | 2 | 0 | 2 | 2 | X | Foreign Large Growth |
| FIGCX | Fidelity Advisor International Growth C | Owns companies we recommend for divestment | 2 | 0 | 2 | 2 | X | Foreign Large Growth |
| FIIIX | Fidelity Advisor International Growth I | 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 |
| FZAJX | Fidelity Advisor International Growth Z | Owns companies we recommend for divestment | 2 | 0 | 2 | 2 | X | Foreign Large Growth |
| FPADX | Fidelity Emerging Markets Idx | Owns companies we recommend for divestment | 2 | 0 | 8 | 0 | X | Diversified Emerging Mkts |
| FIEUX | Fidelity Europe | Owns companies we recommend for divestment | 2 | 0 | 2 | 2 | X | Europe Stock |
| FIGRX | Fidelity International Discovery | Owns companies we recommend for divestment | 2 | 0 | 6 | 1 | X | Foreign Large Growth |
| FIDKX | Fidelity International Discovery K | Owns companies we recommend for divestment | 2 | 0 | 6 | 1 | X | Foreign Large Growth |
| FDKFX | Fidelity International Discovery K6 | Owns companies we recommend for divestment | 2 | 0 | 6 | 1 | X | Foreign Large Growth |
| FIGFX | Fidelity International Growth | Owns companies we recommend for divestment | 2 | 0 | 2 | 2 | X | Foreign Large Growth |
| FENY | Fidelity MSCI Energy ETF | Owns companies we recommend for divestment | 2 | 0 | 3 | 0 | X | Equity Energy |
| FERGX | Fidelity SAI Emerging Markets Index | Owns companies we recommend for divestment | 2 | 0 | 8 | 0 | X | Diversified Emerging Mkts |
| FSGJX | Fidelity SAI Global ex U.S. Low Vol Idx | Owns companies we recommend for divestment | 2 | 0 | 3 | 3 | X | Foreign Large Blend |
| FSENX | Fidelity Select Energy Portfolio | Owns companies we recommend for divestment | 2 | 0 | 3 | 0 | X | Equity Energy |
| FIGSX | Fidelity Series International Growth | Owns companies we recommend for divestment | 2 | 0 | 2 | 2 | X | Foreign Large Growth |
| FXN | First Trust Energy AlphaDEX® ETF | Owns companies we recommend for divestment | 2 | 0 | 4 | 0 | X | Equity Energy |
| FEUZ | First Trust Eurozone AlphaDEX® ETF | Owns companies we recommend for divestment | 2 | 0 | 5 | 0 | X | Europe Stock |
| HSMV | First Trust Horizon Managed Vol S/M ETF | Owns companies we recommend for divestment | 2 | 0 | 1 | 2 | X | Small Blend |
| FTXN | First Trust Nasdaq Oil & Gas ETF | Owns companies we recommend for divestment | 2 | 0 | 3 | 0 | X | Equity Energy |
| TEFQX | Firsthand Technology Opportunities | Owns companies we recommend for divestment | 2 | 0 | 4 | 2 | X | Technology |
| GQRE | FlexShares Glbl Quality Real Estate ETF | Owns companies we recommend for divestment | 2 | 0 | 3 | 0 | X | Global Real Estate |
| FRNRX | Franklin Natural Resources A | Owns companies we recommend for divestment | 2 | 0 | 3 | 0 | X | Natural Resources |
| FNRAX | Franklin Natural Resources Adv | 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 |
| FNCSX | Franklin Natural Resources R6 | Owns companies we recommend for divestment | 2 | 0 | 3 | 0 | X | Natural Resources |
| FTSAX | FullerThaler Behvrl S-M Cor Eq A | 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 |
| FTWCX | FullerThaler Behvrl Smll-Md Cor Eq C | Owns companies we recommend for divestment | 2 | 0 | 1 | 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 |
| GEND | Genter Capital Dividend Income ETF | Owns companies we recommend for divestment | 2 | 0 | 4 | 2 | X | Large Value |
| DAX | Global X DAX Germany ETF | Owns companies we recommend for divestment | 2 | 0 | 3 | 1 | X | Miscellaneous Region |
| IPAV | Global X Infrastructure Dev ex-U.S. ETF | Owns companies we recommend for divestment | 2 | 0 | 5 | 0 | X | Infrastructure |
| GEM | Goldman Sachs ActiveBeta® EMkts Eq ETF | Owns companies we recommend for divestment | 2 | 0 | 7 | 0 | X | Diversified Emerging Mkts |
| GSCYX | GuideStone Funds Small Cap Equity Instl | Owns companies we recommend for divestment | 2 | 0 | 4 | 2 | X | Small Blend |
| GSCZX | GuideStone Funds Small Cap Equity Inv | Owns companies we recommend for divestment | 2 | 0 | 4 | 2 | X | Small Blend |
| GAGEX | Guinness Atkinson Global Energy | Owns companies we recommend for divestment | 2 | 0 | 3 | 0 | X | Equity Energy |
| SCUVX | Hartford Schroders US Small Cap Opps A | Owns companies we recommend for divestment | 2 | 0 | 1 | 1 | X | Small Blend |
| HOOCX | Hartford Schroders US Small Cap Opps C | Owns companies we recommend for divestment | 2 | 0 | 1 | 1 | X | Small Blend |
| HOOFX | Hartford Schroders US Small Cap Opps F | Owns companies we recommend for divestment | 2 | 0 | 1 | 1 | X | Small Blend |
| SCUIX | Hartford Schroders US Small Cap Opps I | Owns companies we recommend for divestment | 2 | 0 | 1 | 1 | X | Small Blend |
| HOORX | Hartford Schroders US Small Cap Opps R3 | Owns companies we recommend for divestment | 2 | 0 | 1 | 1 | X | Small Blend |
| HOOSX | Hartford Schroders US Small Cap Opps R4 | Owns companies we recommend for divestment | 2 | 0 | 1 | 1 | X | Small Blend |
| HOOTX | Hartford Schroders US Small Cap Opps R5 | Owns companies we recommend for divestment | 2 | 0 | 1 | 1 | X | Small Blend |
| SCURX | Hartford Schroders US Small Cap Opps SDR | Owns companies we recommend for divestment | 2 | 0 | 1 | 1 | X | Small Blend |
| HOOYX | Hartford Schroders US Small Cap Opps Y | Owns companies we recommend for divestment | 2 | 0 | 1 | 1 | X | Small Blend |
| HIMDX | Hennessy Cornerstone Mid Cap 30 Instl | Owns companies we recommend for divestment | 2 | 0 | 0 | 2 | X | Small Blend |
| HFMDX | Hennessy Cornerstone Mid Cap 30 Inv | Owns companies we recommend for divestment | 2 | 0 | 0 | 2 | X | Small Blend |
| 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 |
| OIGAX | Invesco Oppenheimer International Gr A | Owns companies we recommend for divestment | 2 | 0 | 4 | 2 | X | Foreign Large Growth |
| OIGCX | Invesco Oppenheimer International Gr C | 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 |
| INGFX | Invesco Oppenheimer International Gr R5 | Owns companies we recommend for divestment | 2 | 0 | 4 | 2 | X | Foreign Large Growth |
| OIGIX | Invesco Oppenheimer International Gr R6 | Owns companies we recommend for divestment | 2 | 0 | 4 | 2 | X | Foreign 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 |
| IEMG | iShares Core MSCI Emerging Markets ETF | Owns companies we recommend for divestment | 2 | 0 | 13 | 0 | X | Diversified Emerging Mkts |
| HEEM | iShares Currency Hedged MSCI Em Mkts ETF | Owns companies we recommend for divestment | 2 | 0 | 8 | 0 | X | Diversified Emerging Mkts |
| IHAK | iShares Cybersecurity and Tech ETF | Owns companies we recommend for divestment | 2 | 0 | 0 | 3 | X | Technology |
| ESGE | iShares ESG Aware MSCI EM ETF | Owns companies we recommend for divestment | 2 | 0 | 2 | 0 | V | Diversified Emerging Mkts |
| IXC | iShares Global Energy ETF | Owns companies we recommend for divestment | 2 | 0 | 3 | 0 | X | Equity Energy |
| MXI | iShares Global Materials ETF | Owns companies we recommend for divestment | 2 | 0 | 2 | 0 | X | Natural Resources |
| EEM | iShares MSCI Emerging Markets ETF | Owns companies we recommend for divestment | 2 | 0 | 8 | 0 | X | Diversified Emerging Mkts |
| EVLU | iShares MSCI Emerging Mkts Val Fac ETF | Owns companies we recommend for divestment | 2 | 0 | 3 | 0 | X | Diversified Emerging Mkts |
| IGE | iShares North American Natural Res ETF | Owns companies we recommend for divestment | 2 | 0 | 3 | 0 | X | Natural Resources |
| IYE | iShares US Energy ETF | Owns companies we recommend for divestment | 2 | 0 | 4 | 0 | X | Equity Energy |
| LDEM | iShares® ESG MSCI EM Leaders ETF | Owns companies we recommend for divestment | 2 | 0 | 4 | 0 | V | Diversified Emerging Mkts |
| JNL Emerging Markets Index I | Owns companies we recommend for divestment | 2 | 0 | 8 | 0 | X | Diversified Emerging Mkts |
| JNL/Mellon Emerging Markets Index A | Owns companies we recommend for divestment | 2 | 0 | 8 | 0 | X | Diversified Emerging Mkts |
| JNL/Mellon Emerging Markets Index I | Owns companies we recommend for divestment | 2 | 0 | 8 | 0 | X | Diversified Emerging Mkts |
| 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/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 |
| BBEM | JPMorgan BetaBuilders Emerging Mkt EqETF | Owns companies we recommend for divestment | 2 | 0 | 8 | 0 | X | Diversified Emerging Mkts |
| 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 |
| LISIX | Lazard International Strategic Eq Instl | Owns companies we recommend for divestment | 2 | 0 | 3 | 2 | X | Foreign Large Blend |
| LISOX | Lazard International Strategic Eq Open | Owns companies we recommend for divestment | 2 | 0 | 3 | 2 | X | Foreign Large Blend |
| RLITX | Lazard International Strategic Eq R6 | Owns companies we recommend for divestment | 2 | 0 | 3 | 2 | X | Foreign Large Blend |
| EXOSX | Manning & Napier Overseas Series I | Owns companies we recommend for divestment | 2 | 0 | 2 | 1 | X | Foreign Large Growth |
| MNOSX | Manning & Napier Overseas Series S | Owns companies we recommend for divestment | 2 | 0 | 2 | 1 | X | Foreign Large Growth |
| MNOWX | Manning & Napier Overseas Series W | Owns companies we recommend for divestment | 2 | 0 | 2 | 1 | X | Foreign Large Growth |
| MNOZX | Manning & Napier Overseas Series Z | Owns companies we recommend for divestment | 2 | 0 | 2 | 1 | X | Foreign Large Growth |
| MXXIX | Marsico Midcap Growth Focus Fund | Owns companies we recommend for divestment | 2 | 0 | 3 | 1 | X | Mid-Cap Growth |
| MIDFX | Marsico Midcap Growth Focus Instl | Owns companies we recommend for divestment | 2 | 0 | 3 | 1 | X | Mid-Cap Growth |
| MMRFX | MassMutual Select TRP Real Asset I | Owns companies we recommend for divestment | 2 | 0 | 3 | 0 | X | Natural Resources |
| MEMSX | Mercer Emerging Markets Equity I | Owns companies we recommend for divestment | 2 | 0 | 7 | 0 | X | Diversified Emerging Mkts |
| MEMQX | Mercer Emerging Markets Equity Y3 | Owns companies we recommend for divestment | 2 | 0 | 7 | 0 | X | Diversified Emerging Mkts |
| LMCJX | Miller Income A | Owns companies we recommend for divestment | 2 | 0 | 1 | 2 | X | Moderately Aggressive Allocation |
| LCMNX | Miller Income C | Owns companies we recommend for divestment | 2 | 0 | 1 | 2 | X | Moderately Aggressive Allocation |
| LMCKX | Miller Income FI | Owns companies we recommend for divestment | 2 | 0 | 1 | 2 | X | Moderately Aggressive Allocation |
| 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 |
| MAMVX | MoA Mid Cap Value Fund | Owns companies we recommend for divestment | 2 | 0 | 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 |
| 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 |
| NOEMX | Northern Emerging Markets Equity Index | Owns companies we recommend for divestment | 2 | 0 | 8 | 0 | X | Diversified Emerging Mkts |
| NGREX | Northern Global Real Estate Index | Owns companies we recommend for divestment | 2 | 0 | 3 | 0 | X | Global Real Estate |
| TEQKX | Nuveen Emerging Markets Eq Idx A | Owns companies we recommend for divestment | 2 | 0 | 8 | 0 | X | Diversified Emerging Mkts |
| TEQHX | Nuveen Emerging Markets Eq Idx I | Owns companies we recommend for divestment | 2 | 0 | 8 | 0 | X | Diversified Emerging Mkts |
| TEQPX | Nuveen Emerging Markets Eq Idx Prem | Owns companies we recommend for divestment | 2 | 0 | 8 | 0 | X | Diversified Emerging Mkts |
| TEQLX | Nuveen Emerging Markets Eq Idx R6 | Owns companies we recommend for divestment | 2 | 0 | 8 | 0 | X | Diversified Emerging Mkts |
| TEQSX | Nuveen Emerging Markets Eq Idx Retire | Owns companies we recommend for divestment | 2 | 0 | 8 | 0 | X | Diversified Emerging Mkts |
| TENWX | Nuveen Emerging Markets Eq Idx W | Owns companies we recommend for divestment | 2 | 0 | 8 | 0 | X | Diversified Emerging Mkts |
| 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 |
| TREPX | Nuveen International Eq Premier | 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 |
| 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 |
| 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 |
| TIMVX | Nuveen Mid Cap Value R6 | Owns companies we recommend for divestment | 2 | 0 | 4 | 1 | X | Mid-Cap Value |
| TRVRX | Nuveen Mid Cap Value Retire | Owns companies we recommend for divestment | 2 | 0 | 4 | 1 | X | Mid-Cap Value |
| OTGAX | OTG Latin America A Shares | Owns companies we recommend for divestment | 2 | 0 | 2 | 0 | X | Latin America Stock |
| 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 |
| PJNQX | PGIM Jennison Natural Resources R6 | Owns companies we recommend for divestment | 2 | 0 | 4 | 0 | X | Natural Resources |
| PNRZX | PGIM Jennison Natural Resources Z | Owns companies we recommend for divestment | 2 | 0 | 4 | 0 | X | Natural Resources |
| 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 |
| PEAFX | PIMCO RAE Emerging Markets A | Owns companies we recommend for divestment | 2 | 0 | 4 | 0 | X | Diversified Emerging Mkts |
| PEPFX | PIMCO RAE Emerging Markets I-2 | Owns companies we recommend for divestment | 2 | 0 | 4 | 0 | X | Diversified Emerging Mkts |
| PEIFX | PIMCO RAE Emerging Markets Instl | Owns companies we recommend for divestment | 2 | 0 | 4 | 0 | X | Diversified Emerging Mkts |
| PIEQ | Principal International Equity ETF | Owns companies we recommend for divestment | 2 | 0 | 2 | 1 | X | Foreign Large Blend |
| PINIX | Principal International Equity Inst | Owns companies we recommend for divestment | 2 | 0 | 2 | 1 | X | Foreign Large Blend |
| PIIDX | Principal International Equity R-6 | Owns companies we recommend for divestment | 2 | 0 | 2 | 1 | X | Foreign Large Blend |
| PRPPX | Principal International Equity R3 | Owns companies we recommend for divestment | 2 | 0 | 2 | 1 | X | Foreign Large Blend |
| PTPPX | Principal International Equity R5 | Owns companies we recommend for divestment | 2 | 0 | 2 | 1 | X | Foreign Large Blend |
| 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 |
| RYEAX | Rydex Energy H | Owns companies we recommend for divestment | 2 | 0 | 5 | 0 | X | Equity Energy |
| RYEIX | Rydex Energy Inv | Owns companies we recommend for divestment | 2 | 0 | 5 | 0 | X | Equity Energy |
| LENS | Sarmaya Thematic ETF | Owns companies we recommend for divestment | 2 | 0 | 3 | 0 | X | Global Large-Stock Growth |
| FNDE | Schwab Fundamental Emerging MarketsEqETF | Owns companies we recommend for divestment | 2 | 0 | 4 | 0 | X | Diversified Emerging Mkts |
| SFENX | Schwab Fundamental Emerging Mkts Eq Idx | Owns companies we recommend for divestment | 2 | 0 | 4 | 0 | X | Diversified Emerging Mkts |
| QEMM | SPDR® MSCI Emerging Mkts StratcFacts ETF | Owns companies we recommend for divestment | 2 | 0 | 7 | 0 | X | Diversified Emerging Mkts |
| XOP | SPDR® S&P Oil & Gas Explor & Prodtn ETF | Owns companies we recommend for divestment | 2 | 0 | 3 | 0 | X | Equity Energy |
| 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 |
| SSKEX | State Street Emerging Markets Eq Idx K | Owns companies we recommend for divestment | 2 | 0 | 8 | 0 | X | Diversified Emerging Mkts |
| SDIVX | Stock Dividend | Owns companies we recommend for divestment | 2 | 0 | 3 | 1 | X | Large Value |
| DRLL | Strive U.S. Energy ETF | Owns companies we recommend for divestment | 2 | 0 | 3 | 0 | X | Equity Energy |
| 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 |
| PRAFX | T. Rowe Price Real Assets | Owns companies we recommend for divestment | 2 | 0 | 3 | 0 | X | Global Large-Stock Value |
| PRIKX | T. Rowe Price Real Assets I | 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 |
| TOLL | Tema Monopolies and Oligopolies ETF | Owns companies we recommend for divestment | 2 | 0 | 1 | 3 | X | Large Growth |
| XLE | The Energy Select Sector SPDR® ETF | Owns companies we recommend for divestment | 2 | 0 | 3 | 0 | X | Equity Energy |
| HWAY | Themes US Infrastructure ETF | Owns companies we recommend for divestment | 2 | 0 | 3 | 1 | X | Infrastructure |
| TMCVX | Thrivent Mid Cap Value S | Owns companies we recommend for divestment | 2 | 0 | 2 | 2 | X | Mid-Cap Value |
| VDE | Vanguard Energy ETF | Owns companies we recommend for divestment | 2 | 0 | 3 | 0 | X | Equity Energy |
| VENAX | Vanguard Energy Index Admiral | Owns companies we recommend for divestment | 2 | 0 | 3 | 0 | X | Equity Energy |
| 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 |
| IEMLX | Voya Multi-Manager Emerging Markets Eq W | Owns companies we recommend for divestment | 2 | 0 | 5 | 0 | X | Diversified Emerging Mkts |
| VVIEX | VOYA VACS Index Series EM Portfolio | Owns companies we recommend for divestment | 2 | 0 | 7 | 0 | X | Diversified Emerging Mkts |
| 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 |
| WMKSX | WesMark Small Company Fund | Owns companies we recommend for divestment | 2 | 0 | 1 | 3 | X | Small Blend |
| WEEI | Westwood Salient Enhanced Engy Inc ETF | Owns companies we recommend for divestment | 2 | 0 | 3 | 0 | X | Equity Energy |
| NTSE | WisdomTree Emerging Mkts Effcnt Cr ETF | Owns companies we recommend for divestment | 2 | 0 | 4 | 0 | X | Diversified Emerging Mkts |
| HAUZ | Xtrackers International Real Estate ETF | Owns companies we recommend for divestment | 2 | 0 | 3 | 0 | X | Global Real Estate |
| COWS | Amplify Cash Flow Dividend Leaders ETF | Owns companies we recommend for divestment | 3 | 0 | 3 | 3 | X | Mid-Cap Value |
| HCOW | Amplify COWS Covered Call ETF | Owns companies we recommend for divestment | 3 | 0 | 3 | 3 | X | Mid-Cap Value |
| AVEDX | Ave Maria Rising Dividend | Owns companies we recommend for divestment | 3 | 0 | 4 | 3 | X | Large Blend |
| BIEAX | Brandes International Equity A | Owns companies we recommend for divestment | 3 | 0 | 4 | 1 | X | Foreign Large Value |
| 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 | 0 | 4 | 1 | X | Foreign Large Value |
| AWWIX | CIBC Atlas International Growth Instl | Owns companies we recommend for divestment | 3 | 0 | 5 | 1 | X | Foreign Large Growth |
| DFCEX | DFA Emerging Markets Core Equity I | Owns companies we recommend for divestment | 3 | 0 | 16 | 0 | X | Diversified Emerging Mkts |
| DEMGX | DFA Emerging Markets Trgt Val Instl | Owns companies we recommend for divestment | 3 | 0 | 11 | 0 | X | Diversified Emerging Mkts |
| DFEVX | DFA Emerging Markets Value I | Owns companies we recommend for divestment | 3 | 0 | 14 | 0 | X | Diversified Emerging Mkts |
| DFAE | Dimensional Emerging Core Equity Mkt ETF | Owns companies we recommend for divestment | 3 | 0 | 15 | 0 | X | Diversified Emerging Mkts |
| DFEM | Dimensional Emerging Markets Cr Eq 2 ETF | Owns companies we recommend for divestment | 3 | 0 | 15 | 0 | X | Diversified Emerging Mkts |
| DFEV | Dimensional Emerging Markets Value ETF | Owns companies we recommend for divestment | 3 | 0 | 14 | 0 | X | Diversified Emerging Mkts |
| 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 |
| 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 |
| FEP | First Trust Europe AlphaDEX® ETF | Owns companies we recommend for divestment | 3 | 0 | 6 | 0 | X | Europe Stock |
| CIBR | First Trust NASDAQ Cybersecurity ETF | Owns companies we recommend for divestment | 3 | 0 | 1 | 4 | X | Technology |
| 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 |
| SMCO | Hilton Small-MidCap Opportunity ETF | Owns companies we recommend for divestment | 3 | 0 | 1 | 2 | X | Mid-Cap Blend |
| LSAF | LeaderSharesTM AlphaFactor® US Cr Eq ETF | Owns companies we recommend for divestment | 3 | 0 | 5 | 3 | X | Mid-Cap Blend |
| TEMUX | Morgan Stanley Pathway Em Mkts Eq | Owns companies we recommend for divestment | 3 | 0 | 8 | 0 | X | Diversified Emerging Mkts |
| NUKZ | Range Nuclear Renaissance ETF | Owns companies we recommend for divestment | 3 | 0 | 5 | 1 | X | Miscellaneous Sector |
| RYPCX | Royce Small-Cap Fund Consult | Owns companies we recommend for divestment | 3 | 0 | 3 | 2 | X | Small Blend |
| RPMIX | Royce Small-Cap Fund Instl | Owns companies we recommend for divestment | 3 | 0 | 3 | 2 | X | Small Blend |
| PENNX | Royce Small-Cap Fund Invmt | Owns companies we recommend for divestment | 3 | 0 | 3 | 2 | X | Small Blend |
| RYPFX | Royce Small-Cap Fund Svc | Owns companies we recommend for divestment | 3 | 0 | 3 | 2 | X | Small Blend |
| SAEMX | SA Emerging Markets Value | Owns companies we recommend for divestment | 3 | 0 | 11 | 0 | X | Diversified Emerging Mkts |
| SBSIX | Segall Bryant & Hamill Intl Sm Cp Ins | Owns companies we recommend for divestment | 3 | 0 | 8 | 0 | X | Foreign Small/Mid Value |
| SBHSX | Segall Bryant & Hamill Intl Sm Cp Ret | Owns companies we recommend for divestment | 3 | 0 | 8 | 0 | X | Foreign Small/Mid Value |
| PRNHX | T. Rowe Price New Horizons | Owns companies we recommend for divestment | 3 | 0 | 0 | 3 | X | Mid-Cap Growth |
| PRJIX | T. Rowe Price New Horizons I | Owns companies we recommend for divestment | 3 | 0 | 0 | 3 | X | Mid-Cap Growth |
| TRUZX | T. Rowe Price New Horizons Z | Owns companies we recommend for divestment | 3 | 0 | 0 | 3 | X | Mid-Cap Growth |
| Thrivent Core Mid Cap Value | Owns companies we recommend for divestment | 3 | 0 | 2 | 3 | X | Mid-Cap Value |
| RAAX | VanEck Real Assets ETF | Owns companies we recommend for divestment | 3 | 0 | 5 | 1 | X | Moderate Allocation |
| VNQI | Vanguard Global ex-US Real Est ETF | Owns companies we recommend for divestment | 3 | 0 | 4 | 0 | X | Global Real Estate |
| VGRLX | Vanguard Global ex-US Real Est Idx Adm | Owns companies we recommend for divestment | 3 | 0 | 4 | 0 | X | Global Real Estate |
| VGRNX | Vanguard Global ex-US Real Est Idx Ins | Owns companies we recommend for divestment | 3 | 0 | 4 | 0 | X | Global Real Estate |
| VIDI | Vident International Equity Strategy ETF | Owns companies we recommend for divestment | 3 | 0 | 9 | 1 | X | Foreign Large Value |
| 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 |
| HDEF | Xtrackers MSCI EAFE High Div Yld Eq ETF | Owns companies we recommend for divestment | 3 | 0 | 5 | 2 | X | Foreign Large Value |
| HACK | Amplify Cybersecurity ETF | Owns companies we recommend for divestment | 4 | 0 | 3 | 4 | X | Technology |
| FILL | iShares MSCI Global Energy Producers ETF | Owns companies we recommend for divestment | 4 | 0 | 6 | 0 | X | Equity Energy |
| DDVAX | Macquarie Value A | Owns companies we recommend for divestment | 4 | 0 | 5 | 2 | X | Large Value |
| DDVCX | Macquarie Value C | Owns companies we recommend for divestment | 4 | 0 | 5 | 2 | X | Large Value |
| DDVIX | Macquarie Value Inst | Owns companies we recommend for divestment | 4 | 0 | 5 | 2 | X | Large Value |
| DDVRX | Macquarie Value R | Owns companies we recommend for divestment | 4 | 0 | 5 | 2 | X | Large Value |
| DDZRX | Macquarie Value R6 | Owns companies we recommend for divestment | 4 | 0 | 5 | 2 | X | Large Value |
| Nationwide International Equity Port R6 | Owns companies we recommend for divestment | 4 | 0 | 11 | 0 | X | Foreign Large Blend |
| PPYAX | PIMCO RAE International A | Owns companies we recommend for divestment | 4 | 0 | 8 | 1 | X | Foreign Large Value |
| PPYPX | PIMCO RAE International I-2 | Owns companies we recommend for divestment | 4 | 0 | 8 | 1 | X | Foreign Large Value |
| PPYIX | PIMCO RAE International Instl | Owns companies we recommend for divestment | 4 | 0 | 8 | 1 | X | Foreign Large Value |
| EUAD | Select STOXX Europe Aersspc & Defns ETF | Owns companies we recommend for divestment | 4 | 0 | 3 | 2 | X | Industrials |
| JETS | US Global Jets ETF | Owns companies we recommend for divestment | 4 | 0 | 6 | 3 | X | Industrials |
| TSLAX | Transamerica Small Cap Value A | Owns companies we recommend for divestment | 5 | 0 | 4 | 7 | X | Small Value |
| TSLCX | Transamerica Small Cap Value C | Owns companies we recommend for divestment | 5 | 0 | 4 | 7 | X | Small Value |
| TSLIX | Transamerica Small Cap Value I | Owns companies we recommend for divestment | 5 | 0 | 4 | 7 | X | Small Value |
| Transamerica Small Cap Value I2 | Owns companies we recommend for divestment | 5 | 0 | 4 | 7 | X | Small Value |
| TSLTX | Transamerica Small Cap Value I3 | Owns companies we recommend for divestment | 5 | 0 | 4 | 7 | X | Small Value |
| TRSLX | Transamerica Small Cap Value R | Owns companies we recommend for divestment | 5 | 0 | 4 | 7 | X | Small Value |
| TSLFX | Transamerica Small Cap Value R4 | Owns companies we recommend for divestment | 5 | 0 | 4 | 7 | X | Small Value |
| TSLRX | Transamerica Small Cap Value R6 | Owns companies we recommend for divestment | 5 | 0 | 4 | 7 | X | Small Value |
| JVMAX | JHancock Disciplined Value Mid Cap A | Owns companies we recommend for divestment | 6 | 0 | 5 | 6 | X | Mid-Cap Value |
| JVMCX | JHancock Disciplined Value Mid Cap C | Owns companies we recommend for divestment | 6 | 0 | 5 | 6 | X | Mid-Cap Value |
| JVMIX | JHancock Disciplined Value Mid Cap I | Owns companies we recommend for divestment | 6 | 0 | 5 | 6 | X | Mid-Cap Value |
| JVMSX | JHancock Disciplined Value Mid Cap R2 | Owns companies we recommend for divestment | 6 | 0 | 5 | 6 | X | Mid-Cap Value |
| JVMTX | JHancock Disciplined Value Mid Cap R4 | Owns companies we recommend for divestment | 6 | 0 | 5 | 6 | X | Mid-Cap Value |
| JVMRX | JHancock Disciplined Value Mid Cap R6 | Owns companies we recommend for divestment | 6 | 0 | 5 | 6 | X | Mid-Cap Value |
| PZRAX | PIMCO RAE Global ex-US A | Owns companies we recommend for divestment | 6 | 0 | 12 | 1 | X | Foreign Large Value |
| PZRPX | PIMCO RAE Global ex-US I-2 | Owns companies we recommend for divestment | 6 | 0 | 12 | 1 | X | Foreign Large Value |
| PZRIX | PIMCO RAE Global ex-US Instl | Owns companies we recommend for divestment | 6 | 0 | 12 | 1 | X | Foreign Large Value |
| CFMSX | Column Mid Cap Select | Owns companies we recommend for divestment | 8 | 0 | 6 | 8 | X | Mid-Cap Blend |
| UFO | Procure Space ETF | Owns companies we recommend for divestment | 8 | 0 | 7 | 6 | X | Industrials |
| DIM | WisdomTree International MidCap Div ETF | Owns companies we recommend for divestment | 8 | 0 | 16 | 3 | X | Foreign Small/Mid Value |
| MISL | First Trust Indxx Aerspc & Defns ETF | Owns companies we recommend for divestment | 10 | 0 | 7 | 11 | X | Industrials |
| SHLD | Global X Defense Tech ETF | Owns companies we recommend for divestment | 10 | 0 | 10 | 11 | X | Technology |
| ROKT | SPDR® Kensho Final Frontiers ETF | Owns companies we recommend for divestment | 11 | 0 | 8 | 9 | X | Industrials |
| FITE | SPDR® S&P Kensho Future Security ETF | Owns companies we recommend for divestment | 11 | 0 | 10 | 13 | X | Technology |
| DFCSX | DFA Continental Small Company I | Owns companies we recommend for divestment | 12 | 0 | 26 | 0 | X | Europe Stock |
| ALTFX | AB Sustainable Global Thematic A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 4 | V | Global Large-Stock Growth |
| ATEYX | AB Sustainable Global Thematic Advisor | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 4 | V | Global Large-Stock Growth |
| ATECX | AB Sustainable Global Thematic C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 4 | V | Global Large-Stock Growth |
| AGTIX | AB Sustainable Global Thematic I | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 4 | V | Global Large-Stock Growth |
| ATEZX | AB Sustainable Global Thematic Z | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 4 | V | Global Large-Stock Growth |
| ABPAX | AB Sustainable Thematic Bal Port A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 3 | V | Moderate Allocation |
| ABPYX | AB Sustainable Thematic Bal Port Advisor | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 3 | V | Moderate Allocation |
| ABPCX | AB Sustainable Thematic Bal Port C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 3 | V | Moderate Allocation |
| APWIX | AB Sustainable Thematic Bal Port I | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 3 | V | Moderate Allocation |
| ABPZX | AB Sustainable Thematic Balanced Port Z | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 3 | V | Moderate Allocation |
| SUTAX | AB Sustainable US Thematic A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 3 | V | Large Growth |
| FFTYX | AB Sustainable US Thematic Advisor | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 3 | V | Large Growth |
| SUTCX | AB Sustainable US Thematic C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 3 | V | Large Growth |
| SUTZX | AB Sustainable US Thematic Z | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 3 | V | Large Growth |
| JETAX | abrdn Focused Em Markets ex-China A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 2 | V | Global Large-Stock Growth |
| JETIX | abrdn Focused Em Markets ex-China Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 2 | V | Global Large-Stock Growth |
| ACREX | ACR Equity International Fund I Shares | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Foreign Small/Mid Blend |
| ACSMX | Advisors Capital Small/Mid Cap | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Small Growth |
| AHSAX | Alger Health Sciences A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 0 | X | Health |
| AHSCX | Alger Health Sciences C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 0 | X | Health |
| AHSZX | Alger Health Sciences Z | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 0 | X | Health |
| SCVAX | Allspring Small Company Value A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 4 | 2 | X | Small Value |
| SCVIX | Allspring Small Company Value Admin | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 4 | 2 | X | Small Value |
| SCVFX | Allspring Small Company Value C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 4 | 2 | X | Small Value |
| SCVNX | Allspring Small Company Value Inst | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 4 | 2 | X | Small Value |
| SCVJX | Allspring Small Company Value R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 4 | 2 | X | Small Value |
| EVUAX | Allspring Util and Telecomms A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 0 | X | Utilities |
| EVUDX | Allspring Util and Telecomms Adm | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 0 | X | Utilities |
| EVUCX | Allspring Util and Telecomms C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 0 | X | Utilities |
| EVUYX | Allspring Util and Telecomms Inst | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 0 | X | Utilities |
| LYFAX | AlphaCentric Life Sciences & Hlthcare A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Health |
| LYFCX | AlphaCentric Life Sciences & Hlthcare C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Health |
| LYFIX | AlphaCentric Life Sciences & Hlthcare I | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Health |
| IDOG | ALPS International Sector Div Dogs ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 2 | X | Foreign Large Value |
| AMINX | Amana Income Institutional | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | V | Large Blend |
| AMANX | Amana Income Investor | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | V | Large Blend |
| SPWAX | American Beacon Stephens Sm Cp Gr A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Small Growth |
| SPWCX | American Beacon Stephens Sm Cp Gr C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Small Growth |
| STSGX | American Beacon Stephens Sm Cp Gr Inv | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Small Growth |
| STSIX | American Beacon Stephens Sm Cp Gr R5 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Small Growth |
| STSRX | American Beacon Stephens Sm Cp Gr R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Small Growth |
| SPWYX | American Beacon Stephens Sm Cp Gr Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Small Growth |
| YFSIX | AMG Yacktman Global I | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Global Small/Mid Stock |
| YFSNX | AMG Yacktman Global N | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Global Small/Mid Stock |
| IPAY | Amplify Digital Payments ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 0 | X | Miscellaneous Sector |
| SMAP | Amplify Small-Mid Cap Equity ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Small Blend |
| GAMR | Amplify Video Game Leaders ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 1 | X | Communications |
| AGLYX | Ariel Global Institutional | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 1 | X | Global Large-Stock Value |
| AGLOX | Ariel Global Investor | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 1 | X | Global Large-Stock Value |
| AUERX | Auer Growth | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 1 | X | Small Value |
| CHGX | AXS Change Finance ESG ETF | Owns companies we recommend for divestment | 0 | 1 | 4 | 4 | V | Large Blend |
| BGLTX | Baillie Gifford Long Term Global Gr 2 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | X | Global Large-Stock Growth |
| BSGLX | Baillie Gifford Long Term Global Gr I | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | X | Global Large-Stock Growth |
| BGLKX | Baillie Gifford Long Term Global Gr K | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | X | Global Large-Stock Growth |
| BGGSX | Baillie Gifford US Equity Growth I | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 1 | X | Large Growth |
| BGGKX | Baillie Gifford US Equity Growth K | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 1 | X | Large Growth |
| CCWIX | Baird Chautauqua International Gr Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Foreign Large Growth |
| CCWSX | Baird Chautauqua International Gr Inv | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Foreign Large Growth |
| SHSSX | BlackRock Health Sciences Opps Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | X | Health |
| SHSAX | BlackRock Health Sciences Opps Inv A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | X | Health |
| SHSCX | BlackRock Health Sciences Opps Inv C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | X | Health |
| SHSKX | BlackRock Health Sciences Opps K | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | X | Health |
| BHSRX | BlackRock Health Sciences Opps R | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | X | Health |
| SHISX | BlackRock Health Sciences Opps Svc | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | X | Health |
| BKIV | BNY Mellon Innovators ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 1 | X | Mid-Cap Growth |
| BOSVX | Bridgeway Omni Small-Cap Value N | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 1 | X | Small Value |
| BRSVX | Bridgeway Small-Cap Value | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Small Value |
| BAMD | Brookstone Dividend Stock ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 2 | X | Mid-Cap Value |
| BAUAX | Brown Advisory Small-Cap Fdmtl Val Adv | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | X | Small Blend |
| BAUUX | Brown Advisory Small-Cap Fdmtl Val Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | X | Small Blend |
| BIAUX | Brown Advisory Small-Cap Fdmtl Val Inv | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | X | Small Blend |
| BCISX | Brown Capital Mgmt Intl All Com Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Foreign Large Growth |
| BCIIX | Brown Capital Mgmt Intl All Com Inv | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Foreign Large Growth |
| BRUFX | Bruce | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Moderately Aggressive Allocation |
| CRFAX | Calvert Focused Value A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 2 | V | Large Value |
| CRFCX | Calvert Focused Value C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 2 | V | Large Value |
| CRFIX | Calvert Focused Value I | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 2 | V | Large Value |
| CRFRX | Calvert Focused Value R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 2 | V | Large Value |
| LMSAX | ClearBridge Small Cap A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 0 | X | Small Blend |
| LMASX | ClearBridge Small Cap C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 0 | X | Small Blend |
| LGASX | ClearBridge Small Cap FI | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 0 | X | Small Blend |
| LMNSX | ClearBridge Small Cap I | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 0 | X | Small Blend |
| LISGX | ClearBridge Small Cap IS | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 0 | X | Small Blend |
| LMARX | ClearBridge Small Cap R | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 0 | X | Small Blend |
| COVAX | Columbia Small Cap Value II A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 0 | X | Small Value |
| NSVAX | Columbia Small Cap Value II Inst | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 0 | X | Small Value |
| CRRRX | Columbia Small Cap Value II Inst2 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 0 | X | Small Value |
| CRRYX | Columbia Small Cap Value II Inst3 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 0 | X | Small Value |
| CCTRX | Columbia Small Cap Value II R | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 0 | X | Small Value |
| NSVBX | Columbia Small Cap Value II S | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 0 | X | Small Value |
| CUSCX | Cullen Small Cap Value C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Small Value |
| CUSIX | Cullen Small Cap Value I | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Small Value |
| CUSRX | Cullen Small Cap Value Retail | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Small Value |
| DEOPX | Davenport Equity Opportunities | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Mid-Cap Blend |
| RPFGX | Davis Financial A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Financial |
| DFFCX | Davis Financial C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Financial |
| DVFYX | Davis Financial Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Financial |
| DFNL | Davis Select Financial ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Financial |
| DINT | Davis Select International ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Foreign Large Blend |
| DSMC | Distillate Small/Mid Cash Flow ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 3 | 0 | X | Small Value |
| DIEMX | Driehaus Emerging Markets Growth Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 1 | X | Diversified Emerging Mkts |
| DREGX | Driehaus Emerging Markets Growth Inv | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 1 | X | Diversified Emerging Mkts |
| SUIAX | DWS CROCI International A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 3 | 1 | X | Foreign Large Value |
| SUICX | DWS CROCI International C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 3 | 1 | X | Foreign Large Value |
| SUIIX | DWS CROCI International Inst | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 3 | 1 | X | Foreign Large Value |
| SUIRX | DWS CROCI International R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 3 | 1 | X | Foreign Large Value |
| SCINX | DWS CROCI International S | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 3 | 1 | X | Foreign Large Value |
| SUHAX | DWS Health and Wellness A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Health |
| SUHCX | DWS Health and Wellness C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Health |
| SUHIX | DWS Health and Wellness Inst | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Health |
| SCHLX | DWS Health and Wellness S | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Health |
| SSDAX | DWS Small Cap Growth A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Small Growth |
| SSDCX | DWS Small Cap Growth C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Small Growth |
| SSDIX | DWS Small Cap Growth Inst | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Small Growth |
| SSDZX | DWS Small Cap Growth R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Small Growth |
| SSDSX | DWS Small Cap Growth S | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Small Growth |
| BSVO | EA Bridgeway Omni Small-Cap Value ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 1 | X | Small Value |
| ESEAX | Eaton Vance Atlanta Capital Sel Eq A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 3 | X | Large Growth |
| ESECX | Eaton Vance Atlanta Capital Sel Eq C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 3 | X | Large Growth |
| ESEIX | Eaton Vance Atlanta Capital Sel Eq I | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 3 | X | Large Growth |
| ESERX | Eaton Vance Atlanta Capital Sel Eq R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 3 | X | Large Growth |
| EGFIX | Edgewood Growth Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | X | Large Growth |
| EGFFX | Edgewood Growth Retail | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | X | Large Growth |
| XOVR | ERShares Private-Public Crossover ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 3 | 2 | X | Large Growth |
| ETAGX | Eventide Gilead A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | V | Mid-Cap Growth |
| ETCGX | Eventide Gilead C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | V | Mid-Cap Growth |
| ETILX | Eventide Gilead I | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | V | Mid-Cap Growth |
| ETGLX | Eventide Gilead N | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | V | Mid-Cap Growth |
| FAMDX | FAM Small Cap Institutional | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Small Growth |
| FAMFX | FAM Small Cap Investor | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Small Growth |
| VSFAX | Federated Hermes Clover Small Value A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Small Value |
| VSFCX | Federated Hermes Clover Small Value C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Small Value |
| VSFIX | Federated Hermes Clover Small Value IS | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Small Value |
| VSFRX | Federated Hermes Clover Small Value R | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Small Value |
| VSFSX | Federated Hermes Clover Small Value R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Small Value |
| FVLAX | Fidelity Advisor Value Leaders A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 1 | X | Large Value |
| FVLCX | Fidelity Advisor Value Leaders C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 1 | X | Large Value |
| FVLIX | Fidelity Advisor Value Leaders I | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 1 | X | Large Value |
| FVLTX | Fidelity Advisor Value Leaders M | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 1 | X | Large Value |
| FSOAX | Fidelity Advisor Value Strategies A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 5 | 0 | X | Mid-Cap Value |
| FVCSX | Fidelity Advisor Value Strategies C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 5 | 0 | X | Mid-Cap Value |
| FASOX | Fidelity Advisor Value Strategies I | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 5 | 0 | X | Mid-Cap Value |
| FASPX | Fidelity Advisor Value Strategies M | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 5 | 0 | X | Mid-Cap Value |
| FBCVX | Fidelity Blue Chip Value | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 1 | X | Large Value |
| FSLSX | Fidelity Value Strategies | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 5 | 0 | X | Mid-Cap Value |
| FVSKX | Fidelity Value Strategies K | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 5 | 0 | X | Mid-Cap Value |
| FGD | First Trust Dow Jones Global Sel Div ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 3 | 1 | X | Foreign Large Value |
| ARVR | First Trust Indxx Metaverse ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 1 | X | Technology |
| FPXI | First Trust International Eq Opps ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Foreign Large Growth |
| FTXH | First Trust Nasdaq Pharmaceuticals ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 0 | X | Health |
| FDD | First Trust STOXX® European Sel Div ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | X | Europe Stock |
| IQDY | FlexShares Intl Qual Div Dynamic ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 2 | X | Foreign Large Value |
| FNKCX | Frank Value C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 0 | X | Mid-Cap Value |
| FNKIX | Frank Value Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 0 | X | Mid-Cap Value |
| FRNKX | Frank Value Inv | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 0 | X | Mid-Cap Value |
| FLSW | Franklin FTSE Switzerland ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 0 | X | Miscellaneous Region |
| TEDIX | Franklin Mutual Global Discovery A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 0 | X | Global Large-Stock Value |
| TEDSX | Franklin Mutual Global Discovery C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 0 | X | Global Large-Stock Value |
| TEDRX | Franklin Mutual Global Discovery R | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 0 | X | Global Large-Stock Value |
| FMDRX | Franklin Mutual Global Discovery R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 0 | X | Global Large-Stock Value |
| MDISX | Franklin Mutual Global Discovery Z | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 0 | X | Global Large-Stock Value |
| TEQIX | Franklin Mutual Quest A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 0 | X | Global Allocation |
| TEMQX | Franklin Mutual Quest C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 0 | X | Global Allocation |
| FMQSX | Franklin Mutual Quest R | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 0 | X | Global Allocation |
| FMQRX | Franklin Mutual Quest R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 0 | X | Global Allocation |
| MQIFX | Franklin Mutual Quest Z | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 0 | X | Global Allocation |
| GABF | Gabelli Financial Services Opp ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 0 | X | Financial |
| GWSAX | Gabelli Focused Gr and Inc A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 2 | X | Aggressive Allocation |
| GWSVX | Gabelli Focused Gr and Inc AAA | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 2 | X | Aggressive Allocation |
| GWSCX | Gabelli Focused Gr and Inc C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 2 | X | Aggressive Allocation |
| GWSIX | Gabelli Focused Gr and Inc I | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 2 | X | Aggressive Allocation |
| LOPP | Gabelli Love Our Planet & People ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 1 | V | Mid-Cap Blend |
| PETZX | Gabelli Pet Parents'™ | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | X | Miscellaneous Sector |
| PETGX | Gabelli Pet Parents'™ A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | X | Miscellaneous Sector |
| KROP | Global X AgTech & Food Innovation ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 0 | X | Global Small/Mid Stock |
| EBIZ | Global X E-commerce ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 4 | 1 | X | Consumer Cyclical |
| SOCL | Global X Social Media ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 1 | X | Communications |
| GSIFX | Goldman Sachs International Eq ESG A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 2 | V | Foreign Large Blend |
| GSICX | Goldman Sachs International Eq ESG C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 2 | V | Foreign Large Blend |
| GSIEX | Goldman Sachs International Eq ESG Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 2 | V | Foreign Large Blend |
| GIRNX | Goldman Sachs International Eq ESG Inv | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 2 | V | Foreign Large Blend |
| GTFPX | Goldman Sachs International Eq ESG P | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 2 | V | Foreign Large Blend |
| GSIWX | Goldman Sachs International Eq ESG R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 2 | V | Foreign Large Blend |
| GSISX | Goldman Sachs International Eq ESG Svc | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 2 | V | Foreign Large Blend |
| GSAKX | Goldman Sachs International Eq Inc A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | X | Foreign Large Value |
| GSCKX | Goldman Sachs International Eq Inc C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | X | Foreign Large Value |
| GSIKX | Goldman Sachs International Eq Inc Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | X | Foreign Large Value |
| GSTKX | Goldman Sachs International Eq Inc Inv | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | X | Foreign Large Value |
| GSNPX | Goldman Sachs International Eq Inc P | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | X | Foreign Large Value |
| GSRKX | Goldman Sachs International Eq Inc R | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | X | Foreign Large Value |
| GSUKX | Goldman Sachs International Eq Inc R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | X | Foreign Large Value |
| GQJIX | GQG Partners Intl Qual Val Fd Ins | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | X | Foreign Large Value |
| GQJPX | GQG Partners Intl Qual Val Fd Inv | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | X | Foreign Large Value |
| HHDFX | Hamlin High Dividend Equity Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Large Value |
| HHDVX | Hamlin High Dividend Equity Inv | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Large Value |
| MEDI | Harbor Health Care ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 0 | X | Health |
| SCVEX | Hartford Schroders International Stk A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 1 | X | Foreign Large Blend |
| HSWCX | Hartford Schroders International Stk C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 1 | X | Foreign Large Blend |
| HSWFX | Hartford Schroders International Stk F | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 1 | X | Foreign Large Blend |
| SCIEX | Hartford Schroders International Stk I | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 1 | X | Foreign Large Blend |
| HSWRX | Hartford Schroders International Stk R3 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 1 | X | Foreign Large Blend |
| HSWSX | Hartford Schroders International Stk R4 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 1 | X | Foreign Large Blend |
| HSWTX | Hartford Schroders International Stk R5 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 1 | X | Foreign Large Blend |
| SCIJX | Hartford Schroders International Stk SDR | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 1 | X | Foreign Large Blend |
| HSWYX | Hartford Schroders International Stk Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 1 | X | Foreign Large Blend |
| HFAJX | Hartford Schroders Intl Cntrrn Val A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 1 | X | Foreign Large Value |
| HFAEX | Hartford Schroders Intl Cntrrn Val C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 1 | X | Foreign Large Value |
| HFSFX | Hartford Schroders Intl Cntrrn Val F | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 1 | X | Foreign Large Value |
| HFSIX | Hartford Schroders Intl Cntrrn Val I | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 1 | X | Foreign Large Value |
| HFAFX | Hartford Schroders Intl Cntrrn Val R5 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 1 | X | Foreign Large Value |
| HFSSX | Hartford Schroders Intl Cntrrn Val SDR | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 1 | X | Foreign Large Value |
| HFAHX | Hartford Schroders Intl Cntrrn Val Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 1 | X | Foreign Large Value |
| IHSAX | Hartford Small Company A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Small Growth |
| HSMCX | Hartford Small Company C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Small Growth |
| IHSFX | Hartford Small Company F | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Small Growth |
| HIASX | Hartford Small Company HLS IA | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Small Growth |
| HDMBX | Hartford Small Company HLS IB | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Small Growth |
| IHSIX | Hartford Small Company I | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Small Growth |
| IHSRX | Hartford Small Company R3 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Small Growth |
| IHSSX | Hartford Small Company R4 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Small Growth |
| IHSUX | Hartford Small Company R5 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Small Growth |
| IHSVX | Hartford Small Company R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Small Growth |
| HSCYX | Hartford Small Company Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Small Growth |
| HGASX | Hennessy Gas Utility Institutional | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Utilities |
| GASFX | Hennessy Gas Utility Investor | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Utilities |
| HSVIX | Hodges Small Intrinsic Value Inst | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Small Value |
| HDSVX | Hodges Small Intrinsic Value Retail | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Small Value |
| BEEZ | Honeytree U.S. Equity ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 2 | X | Large Blend |
| INFL | Horizon Kinetics Inflation Bnfcrs ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Global Small/Mid Stock |
| HSCVX | Hunter Small Cap Value I | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 2 | X | Small Value |
| PXEAX | Impax Global Environmental Markets A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | V | Global Large-Stock Blend |
| PGINX | Impax Global Environmental Markets Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | V | Global Large-Stock Blend |
| PGRNX | Impax Global Environmental Markets Inv | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | V | Global Large-Stock Blend |
| PXGOX | Impax Global Opportunities Institutional | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 2 | V | Global Large-Stock Growth |
| PAXGX | Impax Global Opportunities Investor | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 2 | V | Global Large-Stock Growth |
| PXDIX | Impax Global Sustainable Infras Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | V | Infrastructure |
| PAXDX | Impax Global Sustainable Infras Inv | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | V | Infrastructure |
| LIVR | Intelligent Livermore ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | X | Large Blend |
| PFI | Invesco Dorsey Wright Financial Momt ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Financial |
| PID | Invesco International Div Achiev ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | X | Foreign Large Value |
| KBWD | Invesco KBW High Dividend Yld Fincl ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Financial |
| IVRA | Invesco Real Assets ESG ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | V | Real Estate |
| GRPZ | Invesco S&P SmallCap 600 GARP ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Small Blend |
| PSCC | Invesco S&P SmallCap Consumer Stapl ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Consumer Defensive |
| XSHD | Invesco S&P SmallCap Hi Div Low Vol ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Small Value |
| SMEAX | Invesco Small Cap Equity A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Small Blend |
| SMECX | Invesco Small Cap Equity C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Small Blend |
| SMERX | Invesco Small Cap Equity R | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Small Blend |
| SMEIX | Invesco Small Cap Equity R5 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Small Blend |
| SMEFX | Invesco Small Cap Equity R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Small Blend |
| SMEYX | Invesco Small Cap Equity Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Small Blend |
| IVRS | iShares Future Metaverse Tec And Com ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 1 | X | Technology |
| EUFN | iShares MSCI Europe Financials ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Financial |
| JFNAX | Janus Henderson Global Life Sciences A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | X | Health |
| JFNCX | Janus Henderson Global Life Sciences C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | X | Health |
| JNGLX | Janus Henderson Global Life Sciences D | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | X | Health |
| JFNIX | Janus Henderson Global Life Sciences I | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | X | Health |
| JFNNX | Janus Henderson Global Life Sciences N | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | X | Health |
| JFNSX | Janus Henderson Global Life Sciences S | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | X | Health |
| JAGLX | Janus Henderson Global Life Sciences T | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | X | Health |
| JEASX | Janus Henderson Global Sust Eq A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | V | Global Large-Stock Growth |
| JECTX | Janus Henderson Global Sust Eq C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | V | Global Large-Stock Growth |
| JEDTX | Janus Henderson Global Sust Eq D | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | V | Global Large-Stock Growth |
| JEUIX | Janus Henderson Global Sust Eq I | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | V | Global Large-Stock Growth |
| JETNX | Janus Henderson Global Sust Eq N | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | V | Global Large-Stock Growth |
| JEGRX | Janus Henderson Global Sust Eq R | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | V | Global Large-Stock Growth |
| JESSX | Janus Henderson Global Sust Eq S | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | V | Global Large-Stock Growth |
| JETTX | Janus Henderson Global Sust Eq T | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | V | Global Large-Stock Growth |
| HDAVX | Janus Henderson Responsible Intl Div A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 3 | 2 | V | Foreign Large Value |
| HDCVX | Janus Henderson Responsible Intl Div C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 3 | 2 | V | Foreign Large Value |
| HDDVX | Janus Henderson Responsible Intl Div D | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 3 | 2 | V | Foreign Large Value |
| HDIVX | Janus Henderson Responsible Intl Div I | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 3 | 2 | V | Foreign Large Value |
| HDRVX | Janus Henderson Responsible Intl DivN | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 3 | 2 | V | Foreign Large Value |
| HDQVX | Janus Henderson Responsible Intl DivS | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 3 | 2 | V | Foreign Large Value |
| HDTVX | Janus Henderson Responsible Intl DivT | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 3 | 2 | V | Foreign Large Value |
| JVSAX | Janus Henderson Small-Mid Cap Value A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Small Value |
| JVSCX | Janus Henderson Small-Mid Cap Value C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Small Value |
| JSVDX | Janus Henderson Small-Mid Cap Value D | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Small Value |
| JVSIX | Janus Henderson Small-Mid Cap Value I | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Small Value |
| JVSNX | Janus Henderson Small-Mid Cap Value N | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Small Value |
| JSVSX | Janus Henderson Small-Mid Cap Value S | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Small Value |
| JSVTX | Janus Henderson Small-Mid Cap Value T | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Small Value |
| JXX | Janus Henderson Transformational Gr ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 1 | X | Large Growth |
| SSPX | Janus Henderson US Sustainable Eq ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | V | Large Growth |
| JHISX | Janus Henderson VIT Global Sust Eq Ins | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | V | Global Large-Stock Growth |
| Janus Henderson VIT Global Sust Eq Svc | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | V | Global Large-Stock Growth |
| PZFVX | JHancock Classic Value A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Large Value |
| JCVCX | JHancock Classic Value C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Large Value |
| JCVIX | JHancock Classic Value I | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Large Value |
| JCVSX | JHancock Classic Value R2 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Large Value |
| JCVVX | JHancock Classic Value R5 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Large Value |
| JCVWX | JHancock Classic Value R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Large Value |
| JEEBX | JHancock Infrastructure A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Infrastructure |
| JEEFX | JHancock Infrastructure C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Infrastructure |
| JEEIX | JHancock Infrastructure I | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Infrastructure |
| JHancock Infrastructure NAV | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Infrastructure |
| JEEDX | JHancock Infrastructure R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Infrastructure |
| JNL/AB Sustainable Global Thematic A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 3 | V | Global Large-Stock Growth |
| JNL/AB Sustainable Global Thematic I | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 3 | V | Global Large-Stock Growth |
| JNL/Baillie Gifford International Gr A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | X | Foreign Large Growth |
| JNL/Baillie Gifford International Gr I | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | X | Foreign Large Growth |
| JDOC | JPMorgan Healthcare Leaders ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Health |
| KSMVX | Keeley Small-Mid Cap Value A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 1 | X | Small Value |
| KSMIX | Keeley Small-Mid Cap Value I | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 1 | X | Small Value |
| KVALX | Kennedy Capital Small Cap Value Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 2 | X | Small Value |
| KMVAX | Kirr Marbach Partners Value | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 1 | X | Mid-Cap Blend |
| LGHT | Langar Global HealthTech ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Health |
| LZIEX | Lazard International Equity Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 3 | 4 | X | Foreign Large Blend |
| LZIOX | Lazard International Equity Open | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 3 | 4 | X | Foreign Large Blend |
| RLIEX | Lazard International Equity R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 3 | 4 | X | Foreign Large Blend |
| LZSIX | Lazard International Equity Select Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 3 | X | Foreign Large Blend |
| LZESX | Lazard International Equity Select Open | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 3 | X | Foreign Large Blend |
| SUSTX | Lazard US Sustainable Equity Inst | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 4 | V | Large Blend |
| SUSLX | Lazard US Sustainable Equity Open | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 4 | V | Large Blend |
| LSVAX | Loomis Sayles Small Cap Value Admin | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Small Blend |
| LSSCX | Loomis Sayles Small Cap Value Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Small Blend |
| LSCNX | Loomis Sayles Small Cap Value N | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Small Blend |
| LSCRX | Loomis Sayles Small Cap Value Retail | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Small Blend |
| EAMAX | Lord Abbett Emerging Markets Equity A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Diversified Emerging Mkts |
| ELMCX | Lord Abbett Emerging Markets Equity C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Diversified Emerging Mkts |
| ELMFX | Lord Abbett Emerging Markets Equity F | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Diversified Emerging Mkts |
| EMOLX | Lord Abbett Emerging Markets Equity F3 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Diversified Emerging Mkts |
| EMILX | Lord Abbett Emerging Markets Equity I | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Diversified Emerging Mkts |
| EMWLX | Lord Abbett Emerging Markets Equity R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Diversified Emerging Mkts |
| LAVLX | Lord Abbett Mid Cap Stock A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | X | Mid-Cap Value |
| LMCCX | Lord Abbett Mid Cap Stock C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | X | Mid-Cap Value |
| LMCFX | Lord Abbett Mid Cap Stock F | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | X | Mid-Cap Value |
| LOVLX | Lord Abbett Mid Cap Stock F3 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | X | Mid-Cap Value |
| LMCYX | Lord Abbett Mid Cap Stock I | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | X | Mid-Cap Value |
| LMCPX | Lord Abbett Mid Cap Stock P | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | X | Mid-Cap Value |
| LMCQX | Lord Abbett Mid Cap Stock R2 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | X | Mid-Cap Value |
| LMCRX | Lord Abbett Mid Cap Stock R3 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | X | Mid-Cap Value |
| LMCSX | Lord Abbett Mid Cap Stock R4 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | X | Mid-Cap Value |
| LMCTX | Lord Abbett Mid Cap Stock R5 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | X | Mid-Cap Value |
| LMCHX | Lord Abbett Mid Cap Stock R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | X | Mid-Cap Value |
| DLHAX | Macquarie Healthcare A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 0 | X | Health |
| DLHCX | Macquarie Healthcare C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 0 | X | Health |
| DLHIX | Macquarie Healthcare I | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 0 | X | Health |
| DLRHX | Macquarie Healthcare R | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 0 | X | Health |
| MSVIX | Mesirow Small Company Institutional | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 2 | X | Small Blend |
| MSVVX | Mesirow Small Company Investor | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 2 | X | Small Blend |
| MRSAX | MFS Research International A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 2 | X | Foreign Large Blend |
| MRIBX | MFS Research International B | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 2 | X | Foreign Large Blend |
| MRICX | MFS Research International C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 2 | X | Foreign Large Blend |
| MRSIX | MFS Research International I | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 2 | X | Foreign Large Blend |
| MRSGX | MFS Research International R1 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 2 | X | Foreign Large Blend |
| MRSRX | MFS Research International R2 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 2 | X | Foreign Large Blend |
| MRSHX | MFS Research International R3 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 2 | X | Foreign Large Blend |
| MRSJX | MFS Research International R4 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 2 | X | Foreign Large Blend |
| MRSKX | MFS Research International R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 2 | X | Foreign Large Blend |
| ESGMX | Mirova Global Sustainable Equity A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 5 | V | Global Large-Stock Growth |
| ESGCX | Mirova Global Sustainable Equity C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 5 | V | Global Large-Stock Growth |
| ESGNX | Mirova Global Sustainable Equity N | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 5 | V | Global Large-Stock Growth |
| ESGYX | Mirova Global Sustainable Equity Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 5 | V | Global Large-Stock Growth |
| CNAV | Mohr Company Nav ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 3 | 1 | X | Large Blend |
| MVFD | Monarch Volume Factor Dividend Tree ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Moderate Allocation |
| EUGAX | Morgan Stanley Europe Opportunity A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Europe Stock |
| MSEEX | Morgan Stanley Europe Opportunity C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Europe Stock |
| EUGDX | Morgan Stanley Europe Opportunity I | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Europe Stock |
| EUGCX | Morgan Stanley Europe Opportunity L | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Europe Stock |
| MAPPX | Morgan Stanley Inst Advantage A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 1 | X | Large Growth |
| MSPRX | Morgan Stanley Inst Advantage C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 1 | X | Large Growth |
| MPAIX | Morgan Stanley Inst Advantage I | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 1 | X | Large Growth |
| MAPLX | Morgan Stanley Inst Advantage L | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 1 | X | Large Growth |
| MADSX | Morgan Stanley Inst Advantage R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 1 | X | Large Growth |
| MGGPX | Morgan Stanley Inst Global Opp A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 3 | 2 | X | Global Large-Stock Growth |
| MSOPX | Morgan Stanley Inst Global Opp C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 3 | 2 | X | Global Large-Stock Growth |
| MGGIX | Morgan Stanley Inst Global Opp I | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 3 | 2 | X | Global Large-Stock Growth |
| MGORX | Morgan Stanley Inst Global Opp IR | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 3 | 2 | X | Global Large-Stock Growth |
| MGGLX | Morgan Stanley Inst Global Opp L | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 3 | 2 | X | Global Large-Stock Growth |
| MGTSX | Morgan Stanley Inst Global Opp R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 3 | 2 | X | Global Large-Stock Growth |
| MIQBX | Morgan Stanley Inst International Eq A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 2 | X | Foreign Large Blend |
| MSECX | Morgan Stanley Inst International Eq C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 2 | X | Foreign Large Blend |
| MSIQX | Morgan Stanley Inst International Eq I | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 2 | X | Foreign Large Blend |
| MSQLX | Morgan Stanley Inst International Eq L | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 2 | X | Foreign Large Blend |
| MIQPX | Morgan Stanley Inst International Eq R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 2 | X | Foreign Large Blend |
| MFAPX | Morgan Stanley Inst Intl Advtg A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Foreign Large Growth |
| MSIAX | Morgan Stanley Inst Intl Advtg C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Foreign Large Growth |
| MFAIX | Morgan Stanley Inst Intl Advtg I | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Foreign Large Growth |
| MSALX | Morgan Stanley Inst Intl Advtg L | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Foreign Large Growth |
| IDVSX | Morgan Stanley Inst Intl Advtg R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Foreign Large Growth |
| MSDFX | Morgan Stanley Intl Resilience A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 3 | X | Foreign Large Growth |
| MSDEX | Morgan Stanley Intl Resilience C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 3 | X | Foreign Large Growth |
| MSDKX | Morgan Stanley Intl Resilience I | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 3 | X | Foreign Large Growth |
| MSCZX | Morgan Stanley Intl Resilience R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 3 | X | Foreign Large Growth |
| NEFJX | Natixis Vaughan Nelson Small Cap Value A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Small Blend |
| NEJCX | Natixis Vaughan Nelson Small Cap Value C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Small Blend |
| VSCNX | Natixis Vaughan Nelson Small Cap Value N | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Small Blend |
| NEJYX | Natixis Vaughan Nelson Small Cap Value Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Small Blend |
| NSNAX | Neuberger Berman Small Cap Growth A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 2 | X | Small Growth |
| NBMVX | Neuberger Berman Small Cap Growth Adv | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 2 | X | Small Growth |
| NSNCX | Neuberger Berman Small Cap Growth C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 2 | X | Small Growth |
| NBSMX | Neuberger Berman Small Cap Growth Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 2 | X | Small Growth |
| NBMIX | Neuberger Berman Small Cap Growth Inv | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 2 | X | Small Growth |
| NSNRX | Neuberger Berman Small Cap Growth R3 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 2 | X | Small Growth |
| NSRSX | Neuberger Berman Small Cap Growth R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 2 | X | Small Growth |
| NBMOX | Neuberger Berman Small Cap Growth Tr | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 2 | X | Small Growth |
| NCLEX | Nicholas Limited Edition I | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Small Growth |
| NNLEX | Nicholas Limited Edition N | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Small Growth |
| NSIVX | North Square Altrinsic Intl Eq I | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 2 | X | Foreign Large Value |
| NSMVX | North Star Micro Cap I | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Small Blend |
| NCVLX | Nuance Concentrated Value Institutional | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Mid-Cap Value |
| NCAVX | Nuance Concentrated Value Investor | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Mid-Cap Value |
| NAIGX | Nuveen International Value A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 2 | X | Foreign Large Value |
| NCIGX | Nuveen International Value C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 2 | X | Foreign Large Value |
| NGRRX | Nuveen International Value I | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 2 | X | Foreign Large Value |
| OCEN | NYLI Clean Oceans ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 3 | 1 | V | Miscellaneous Sector |
| OAYLX | Oakmark Select Advisor | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 3 | X | Large Value |
| OANLX | Oakmark Select Institutional | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 3 | X | Large Value |
| OAKLX | Oakmark Select Investor | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 3 | X | Large Value |
| OAZLX | Oakmark Select R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 3 | X | Large Value |
| IDVZ | Opal International Div Inc ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | X | Foreign Large Value |
| OCFS | Otter Creek Focus Strategy ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 0 | X | Mid-Cap Growth |
| CAFG | Pacer US Small Cap Cash Cows Gr Ldrs ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Small Growth |
| QISIX | Pear Tree Polaris Intl Opps Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | X | Foreign Small/Mid Blend |
| QISOX | Pear Tree Polaris Intl Opps Ord | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | X | Foreign Small/Mid Blend |
| QISRX | Pear Tree Polaris Intl Opps R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | X | Foreign Small/Mid Blend |
| PFSAX | PGIM Jennison Financial Services A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Financial |
| PUFCX | PGIM Jennison Financial Services C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Financial |
| PSSRX | PGIM Jennison Financial Services R | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Financial |
| PFSQX | PGIM Jennison Financial Services R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Financial |
| PFSZX | PGIM Jennison Financial Services Z | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Financial |
| PQJCX | PGIM Jennison Small-Cap Core Equity R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | X | Small Growth |
| CVFCX | Pioneer Disciplined Value A | Owns companies we recommend for divestment | 0 | 1 | 3 | 0 | X | Large Value |
| CVCFX | Pioneer Disciplined Value C | Owns companies we recommend for divestment | 0 | 1 | 3 | 0 | X | Large Value |
| CVKFX | Pioneer Disciplined Value K | Owns companies we recommend for divestment | 0 | 1 | 3 | 0 | X | Large Value |
| CVRFX | Pioneer Disciplined Value R | Owns companies we recommend for divestment | 0 | 1 | 3 | 0 | X | Large Value |
| CVFYX | Pioneer Disciplined Value Y | Owns companies we recommend for divestment | 0 | 1 | 3 | 0 | X | Large Value |
| PEMCX | Principal Edge MidCap A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Mid-Cap Blend |
| PEDGX | Principal Edge MidCap Institutional | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Mid-Cap Blend |
| PEDMX | Principal Edge MidCap R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Mid-Cap Blend |
| UEPIX | ProFunds Europe 30 Inv | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 2 | X | Europe Stock |
| UEPSX | ProFunds Europe 30 Svc | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 2 | X | Europe Stock |
| ONLN | ProShares Online Retail ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | X | Consumer Cyclical |
| TINT | ProShares Smart Materials ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 0 | X | Natural Resources |
| SYNB | Putnam BioRevolution ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 2 | X | Health |
| PEQUX | Putnam Focused International Equity A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 1 | X | Foreign Large Blend |
| PUGCX | Putnam Focused International Equity C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 1 | X | Foreign Large Blend |
| PGLRX | Putnam Focused International Equity R | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 1 | X | Foreign Large Blend |
| PGLEX | Putnam Focused International Equity R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 1 | X | Foreign Large Blend |
| PEQYX | Putnam Focused International Equity Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 1 | X | Foreign Large Blend |
| PZINX | Pzena International Value Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Foreign Large Value |
| PZVNX | Pzena International Value Investor | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Foreign Large Value |
| PZIMX | Pzena Mid Cap Value Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Mid-Cap Value |
| PZVMX | Pzena Mid Cap Value Investor | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Mid-Cap Value |
| PZISX | Pzena Small Cap Value Institutional | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Small Value |
| PZVSX | Pzena Small Cap Value Investor | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Small Value |
| TEEAX | RBC Small Cap Core A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | X | Small Blend |
| RCSIX | RBC Small Cap Core I | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | X | Small Blend |
| RBRCX | RBC Small Cap Core R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | X | Small Blend |
| RBVAX | RBC Small Cap Value A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | X | Small Value |
| RSVIX | RBC Small Cap Value I | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | X | Small Value |
| RRSVX | RBC Small Cap Value R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | X | Small Value |
| TMCAX | RBC SMID Cap Growth A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Small Growth |
| TMCIX | RBC SMID Cap Growth I | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Small Growth |
| RSMRX | RBC SMID Cap Growth R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Small Growth |
| RPMYX | Reinhart International PMV Advisor | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | X | Foreign Large Blend |
| RPNIX | Riverpark/Next Century Gr Inst | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Small Growth |
| RPNCX | Riverpark/Next Century Growth Retail | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Small Growth |
| RMBKX | RMB Mendon Financial Services A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Financial |
| RMBNX | RMB Mendon Financial Services C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Financial |
| RMBLX | RMB Mendon Financial Services I | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Financial |
| RMBMX | RMB SMID Cap I | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Mid-Cap Growth |
| SWHFX | Schwab Health Care | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Health |
| DIVS | SmartETFs Dividend Builder ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 3 | 1 | X | Global Large-Stock Blend |
| MOTO | SmartETFs Smart Trans & Tch ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 4 | 1 | V | Global Large-Stock Blend |
| TEKX | SPDR Galaxy TransformativeTechAcclrtrETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 1 | X | Technology |
| WDIV | SPDR® S&P Global Dividend ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Global Large-Stock Value |
| SOAAX | Spirit of America Real Estate Inc & Gr A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | X | Real Estate |
| SACRX | Spirit of America Real Estate Inc&Gr C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | X | Real Estate |
| SOIAX | Spirit of America Real Estate Inc&Gr Ins | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | X | Real Estate |
| SPRDX | Sprucegrove International Eq Adv | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 2 | X | Foreign Large Value |
| SPRNX | Sprucegrove International Eq Inst | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 2 | X | Foreign Large Value |
| SPRVX | Sprucegrove International Eq Inv | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 2 | X | Foreign Large Value |
| STSB | Stance Sustainable Beta ETF | Owns companies we recommend for divestment | 0 | 1 | 4 | 4 | V | Large Blend |
| SAMM | Strategas Macro Momentum ETF | Owns companies we recommend for divestment | 0 | 1 | 2 | 2 | X | Large Blend |
| PRITX | T. Rowe Price International Stock | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 3 | X | Foreign Large Growth |
| PAITX | T. Rowe Price International Stock Adv | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 3 | X | Foreign Large Growth |
| PRIUX | T. Rowe Price International Stock I | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 3 | X | Foreign Large Growth |
| RRITX | T. Rowe Price International Stock R | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 3 | X | Foreign Large Growth |
| TRNZX | T. Rowe Price International Stock Z | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 3 | X | Foreign Large Growth |
| MNTL | Tema Neuroscience and Mental Health ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 0 | X | Health |
| ZIG | The Acquirers ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Mid-Cap Value |
| COBYX | The Cook & Bynum | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Diversified Emerging Mkts |
| GSIB | Themes Global Systemically Imp Bks ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Financial |
| TBWAX | Thornburg Better World International A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 3 | 0 | V | Foreign Large Blend |
| TBWCX | Thornburg Better World International C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 3 | 0 | V | Foreign Large Blend |
| TBWIX | Thornburg Better World International I | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 3 | 0 | V | Foreign Large Blend |
| TVAFX | Thornburg Small/Mid Cap Core A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 2 | X | Mid-Cap Blend |
| TVCFX | Thornburg Small/Mid Cap Core C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 2 | X | Mid-Cap Blend |
| TVIFX | Thornburg Small/Mid Cap Core I | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 2 | X | Mid-Cap Blend |
| TVRFX | Thornburg Small/Mid Cap Core R3 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 2 | X | Mid-Cap Blend |
| TVIRX | Thornburg Small/Mid Cap Core R4 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 2 | X | Mid-Cap Blend |
| TVRRX | Thornburg Small/Mid Cap Core R5 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 2 | X | Mid-Cap Blend |
| TSME | Thrivent Small-Mid Cap Equity ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 2 | X | Mid-Cap Blend |
| HEAT | Touchstone Climate Transition ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 3 | 2 | V | Global Large-Stock Blend |
| TDVFX | Towle Value | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 0 | X | Small Value |
| TOGA | Tremblant Global ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 1 | X | Global Large-Stock Growth |
| LRNZ | TrueShares Tech, AI and Deep Lrng ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | X | Technology |
| BNIEX | UBS International Sustainable Equity A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 2 | V | Foreign Large Blend |
| BNUEX | UBS International Sustainable Equity P | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 2 | V | Foreign Large Blend |
| ESPTX | UBS International Sustainable Equity P2 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 2 | V | Foreign Large Blend |
| UPUPX | Upright Growth | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 3 | 1 | X | Technology |
| UDI | USCF ESG Dividend Income ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 0 | V | Large Value |
| VCINX | VALIC Company I International Growth | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Foreign Large Growth |
| VBPIX | Vanguard Baillie GiffordGlbPstvImpStkInv | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | V | Global Large-Stock Growth |
| VESGX | Vanguard Global ESG Select Stk Admiral | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 2 | V | Global Large-Stock Blend |
| VEIGX | Vanguard Global ESG Select Stk Investor | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 2 | V | Global Large-Stock Blend |
| RSEGX | Victory RS Small Cap Growth A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Small Growth |
| REGWX | Victory RS Small Cap Growth C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Small Growth |
| RSEJX | Victory RS Small Cap Growth R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Small Growth |
| RSYEX | Victory RS Small Cap Growth Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Small Growth |
| SASVX | Virtus Ceredex Small-Cap Value Eq A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Small Blend |
| STCEX | Virtus Ceredex Small-Cap Value Eq C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Small Blend |
| SCETX | Virtus Ceredex Small-Cap Value Eq I | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Small Blend |
| VVERX | Virtus Ceredex Small-Cap Value Eq R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Small Blend |
| PSTAX | Virtus KAR Capital Growth A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 3 | 3 | X | Large Growth |
| SSTFX | Virtus KAR Capital Growth C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 3 | 3 | X | Large Growth |
| PLXGX | Virtus KAR Capital Growth I | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 3 | 3 | X | Large Growth |
| VCGRX | Virtus KAR Capital Growth R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 3 | 3 | X | Large Growth |
| PCVAX | Virtus NFJ Small-Cap Value A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | X | Small Value |
| PCVCX | Virtus NFJ Small-Cap Value C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | X | Small Value |
| PSVIX | Virtus NFJ Small-Cap Value Inst | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | X | Small Value |
| ANFVX | Virtus NFJ Small-Cap Value R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | X | Small Value |
| NAINX | Virtus Tactical Allocation A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 3 | 3 | X | Moderate Allocation |
| POICX | Virtus Tactical Allocation C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 3 | 3 | X | Moderate Allocation |
| VTAIX | Virtus Tactical Allocation I | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 3 | 3 | X | Moderate Allocation |
| VTARX | Virtus Tactical Allocation R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 3 | 3 | X | Moderate Allocation |
| VWID | Virtus WMC International Dividend ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 7 | 2 | X | Foreign Large Value |
| ICSAX | VY® Columbia Small Cap Value II A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 0 | X | Small Value |
| ICISX | VY® Columbia Small Cap Value II I | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 0 | X | Small Value |
| VYRDX | VY® Columbia Small Cap Value II R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 0 | X | Small Value |
| ICSSX | VY® Columbia Small Cap Value II S | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 0 | X | Small Value |
| ICVPX | VY® Columbia Small Cap Value II S2 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 0 | X | Small Value |
| UMMA | Wahed Dow Jones Islamic World ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 5 | 2 | X | Foreign Large Growth |
| WGROX | Wasatch Core Growth | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Small Growth |
| WIGRX | Wasatch Core Growth Institutional | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Small Growth |
| WGIVX | Wasatch International Value Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Foreign Large Value |
| WAIVX | Wasatch International Value Investor | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Foreign Large Value |
| WIAEX | Wasatch Small Cap Growth Institutional | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Small Growth |
| WAAEX | Wasatch Small Cap Growth Investor | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Small Growth |
| WVMIX | William Blair Mid Cap Value I | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | X | Mid-Cap Value |
| WVMRX | William Blair Mid Cap Value R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | X | Mid-Cap Value |
| TNVAX | 1290 GAMCO Small/Mid Cap Value A | 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 |
| TNVRX | 1290 GAMCO Small/Mid Cap Value R | Owns companies we recommend for divestment | 1 | 1 | 5 | 2 | X | Small Value |
| IRCYX | AB International Small Cap Adv | Owns companies we recommend for divestment | 1 | 1 | 2 | 0 | X | Foreign Small/Mid Blend |
| IRCZX | AB International Small Cap Z | Owns companies we recommend for divestment | 1 | 1 | 2 | 0 | X | Foreign Small/Mid Blend |
| AIAFX | abrdn Global Infrastructure A | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Infrastructure |
| AIFRX | abrdn Global Infrastructure Instl | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Infrastructure |
| ABEQ | Absolute Select Value ETF | Owns companies we recommend for divestment | 1 | 1 | 2 | 0 | X | Large Value |
| ADPV | Adaptiv™ Select ETF | Owns companies we recommend for divestment | 1 | 1 | 1 | 3 | X | Mid-Cap Blend |
| ADLVX | Adler Value Institutional | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Mid-Cap Value |
| BEDZ | AdvisorShares Hotel ETF | Owns companies we recommend for divestment | 1 | 1 | 4 | 1 | X | Consumer Cyclical |
| ALMAX | Alger Weatherbie Specialized Growth A | 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 |
| ASIMX | Alger Weatherbie Specialized Growth I | 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 |
| ASMZX | Alger Weatherbie Specialized Growth Z | Owns companies we recommend for divestment | 1 | 1 | 1 | 1 | X | Small Growth |
| SCSAX | Allspring Common Stock A | Owns companies we recommend for divestment | 1 | 1 | 0 | 3 | X | Mid-Cap Blend |
| SCSDX | Allspring Common Stock Admin | Owns companies we recommend for divestment | 1 | 1 | 0 | 3 | X | Mid-Cap Blend |
| STSAX | Allspring Common Stock C | Owns companies we recommend for divestment | 1 | 1 | 0 | 3 | X | Mid-Cap Blend |
| SCNSX | Allspring Common Stock Inst | 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 |
| EKGAX | Allspring Special Global Small Cap A | 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 |
| EKGCX | Allspring Special Global Small Cap C | Owns companies we recommend for divestment | 1 | 1 | 1 | 0 | X | Global Small/Mid Stock |
| EKGIX | Allspring Special Global Small Cap Inst | Owns companies we recommend for divestment | 1 | 1 | 1 | 0 | X | Global Small/Mid Stock |
| OEUR | ALPS O'Shares Europe Quality Div ETF | Owns companies we recommend for divestment | 1 | 1 | 5 | 2 | X | Europe Stock |
| ADNAX | American Beacon ARK Transfmt Innov A | 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 |
| ADNPX | American Beacon ARK Transfmt Innov Inv | 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 |
| ADNRX | American Beacon ARK Transfmt Innov R6 | Owns companies we recommend for divestment | 1 | 1 | 3 | 2 | X | Mid-Cap Growth |
| ADNYX | American Beacon ARK Transfmt Innov Y | Owns companies we recommend for divestment | 1 | 1 | 3 | 2 | X | Mid-Cap Growth |
| FLV | American Century Foc Lrg Cp Val ETF | Owns companies we recommend for divestment | 1 | 1 | 3 | 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 |
| ALPCX | American Century Focused Lg Cap Val C | Owns companies we recommend for divestment | 1 | 1 | 4 | 1 | X | Large Value |
| ACFLX | American Century Focused Lg Cap Val G | 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 |
| ALVIX | American Century Focused Lg Cap Val Inv | 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 |
| ALVGX | American Century Focused Lg Cap Val R5 | Owns companies we recommend for divestment | 1 | 1 | 4 | 1 | X | Large Value |
| ALVDX | American Century Focused Lg Cap Val R6 | Owns companies we recommend for divestment | 1 | 1 | 4 | 1 | X | Large Value |
| MID | American Century Mid Cap Gr Impact ETF | Owns companies we recommend for divestment | 1 | 1 | 1 | 2 | V | Mid-Cap Growth |
| ACLAX | American Century Mid Cap Value A | 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 |
| ACIPX | American Century Mid Cap Value G | 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 |
| ACMVX | American Century Mid Cap Value Inv | Owns companies we recommend for divestment | 1 | 1 | 2 | 1 | X | Mid-Cap Value |
| AMVRX | American Century Mid Cap Value R | 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 |
| AMDVX | American Century Mid Cap Value R6 | Owns companies we recommend for divestment | 1 | 1 | 2 | 1 | X | Mid-Cap Value |
| AMVYX | American Century Mid Cap Value Y | Owns companies we recommend for divestment | 1 | 1 | 2 | 1 | X | Mid-Cap 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 |
| FWDGX | American Funds Dvlpg Wld Gr&Inc 529-F-3 | 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 |
| CDWCX | American Funds Dvlpg Wld Gr&Inc 529C | 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 |
| CDWFX | American Funds Dvlpg Wld Gr&Inc 529F1 | 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 |
| DWGCX | American Funds Dvlpg Wld Gr&Inc C | 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 |
| DWGHX | American Funds Dvlpg Wld Gr&Inc F2 | 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 |
| RDWAX | American Funds Dvlpg Wld Gr&Inc R1 | 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 |
| RDEGX | American Funds Dvlpg Wld Gr&Inc R2E | 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 |
| RDWEX | American Funds Dvlpg Wld Gr&Inc R4 | 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 |
| RDWHX | American Funds Dvlpg Wld Gr&Inc R5E | Owns companies we recommend for divestment | 1 | 1 | 0 | 2 | X | Diversified Emerging Mkts |
| RDWGX | American Funds Dvlpg Wld Gr&Inc R6 | Owns companies we recommend for divestment | 1 | 1 | 0 | 2 | X | Diversified Emerging Mkts |
| FSWFX | American Funds SMALLCAP World 529-F-2 | Owns companies we recommend for divestment | 1 | 1 | 5 | 3 | X | Global Small/Mid Stock |
| FSFWX | American Funds SMALLCAP World 529-F-3 | Owns companies we recommend for divestment | 1 | 1 | 5 | 3 | X | Global Small/Mid Stock |
| CSPAX | American Funds SMALLCAP World 529A | Owns companies we recommend for divestment | 1 | 1 | 5 | 3 | X | Global Small/Mid Stock |
| CSPCX | American Funds SMALLCAP World 529C | Owns companies we recommend for divestment | 1 | 1 | 5 | 3 | X | Global Small/Mid Stock |
| CSPEX | American Funds SMALLCAP World 529E | Owns companies we recommend for divestment | 1 | 1 | 5 | 3 | X | Global Small/Mid Stock |
| CSPFX | American Funds SMALLCAP World 529F | Owns companies we recommend for divestment | 1 | 1 | 5 | 3 | X | Global Small/Mid Stock |
| SMCWX | American Funds SMALLCAP World A | Owns companies we recommend for divestment | 1 | 1 | 5 | 3 | X | Global Small/Mid Stock |
| SCWCX | American Funds SMALLCAP World C | Owns companies we recommend for divestment | 1 | 1 | 5 | 3 | X | Global Small/Mid Stock |
| SCWFX | American Funds SMALLCAP World F1 | Owns companies we recommend for divestment | 1 | 1 | 5 | 3 | X | Global Small/Mid Stock |
| SMCFX | American Funds SMALLCAP World F2 | Owns companies we recommend for divestment | 1 | 1 | 5 | 3 | X | Global Small/Mid Stock |
| SFCWX | American Funds SMALLCAP World F3 | Owns companies we recommend for divestment | 1 | 1 | 5 | 3 | X | Global Small/Mid Stock |
| RSLAX | American Funds SMALLCAP World R1 | Owns companies we recommend for divestment | 1 | 1 | 5 | 3 | X | Global Small/Mid Stock |
| RSLBX | American Funds SMALLCAP World R2 | Owns companies we recommend for divestment | 1 | 1 | 5 | 3 | X | Global Small/Mid Stock |
| RSEBX | American Funds SMALLCAP World R2E | Owns companies we recommend for divestment | 1 | 1 | 5 | 3 | X | Global Small/Mid Stock |
| RSLCX | American Funds SMALLCAP World R3 | Owns companies we recommend for divestment | 1 | 1 | 5 | 3 | X | Global Small/Mid Stock |
| RSLEX | American Funds SMALLCAP World R4 | Owns companies we recommend for divestment | 1 | 1 | 5 | 3 | X | Global Small/Mid Stock |
| RSLFX | American Funds SMALLCAP World R5 | Owns companies we recommend for divestment | 1 | 1 | 5 | 3 | X | Global Small/Mid Stock |
| RSLDX | American Funds SMALLCAP World R5E | Owns companies we recommend for divestment | 1 | 1 | 5 | 3 | X | Global Small/Mid Stock |
| RLLGX | American Funds SMALLCAP World R6 | Owns companies we recommend for divestment | 1 | 1 | 5 | 3 | X | Global Small/Mid Stock |
| GWEIX | AMG GW&K Small Cap Core I | 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 |
| GWEZX | AMG GW&K Small Cap Core Z | Owns companies we recommend for divestment | 1 | 1 | 2 | 1 | X | Small Blend |
| ANCIX | Ancora MicroCap I | Owns companies we recommend for divestment | 1 | 1 | 1 | 0 | X | Small Value |
| ARKF | ARK Fintech Innovation ETF | Owns companies we recommend for divestment | 1 | 1 | 4 | 2 | X | Technology |
| ARKK | ARK Innovation ETF | Owns companies we recommend for divestment | 1 | 1 | 3 | 2 | X | Mid-Cap Growth |
| APDIX | Artisan International Advisor | 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 |
| ARTIX | Artisan International Investor | Owns companies we recommend for divestment | 1 | 1 | 2 | 2 | X | Foreign Large Growth |
| KNO | AXS Knowledge Leaders ETF | Owns companies we recommend for divestment | 1 | 1 | 3 | 4 | X | Global Large-Stock Blend |
| ADJEX | Azzad Ethical | Owns companies we recommend for divestment | 1 | 1 | 1 | 1 | X | Mid-Cap Growth |
| BSVIX | Baird Equity Opportunity Institutional | Owns companies we recommend for divestment | 1 | 1 | 1 | 1 | X | Small Growth |
| BSVSX | Baird Equity Opportunity Investor | Owns companies we recommend for divestment | 1 | 1 | 1 | 1 | X | Small Growth |
| MGMT | Ballast Small/Mid Cap ETF | Owns companies we recommend for divestment | 1 | 1 | 2 | 1 | X | Small Blend |
| BDFIX | Baron Discovery Institutional | 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 |
| BDFFX | Baron Discovery Retail | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Small Growth |
| BBHLX | BBH Partner Fund - International Eq I | Owns companies we recommend for divestment | 1 | 1 | 2 | 2 | X | Foreign Large Growth |
| IRCSX | Bernstein International Small Cap SCB | Owns companies we recommend for divestment | 1 | 1 | 2 | 0 | X | Foreign Small/Mid Blend |
| PSGIX | BlackRock Advantage Small Cap Gr Instl | Owns companies we recommend for divestment | 1 | 1 | 2 | 5 | X | Small Growth |
| CSGEX | BlackRock Advantage Small Cap Gr Inv A | Owns companies we recommend for divestment | 1 | 1 | 2 | 5 | X | Small Growth |
| PSGKX | BlackRock Advantage Small Cap Gr K | Owns companies we recommend for divestment | 1 | 1 | 2 | 5 | X | Small Growth |
| BSGRX | BlackRock Advantage Small Cap Gr R | Owns companies we recommend for divestment | 1 | 1 | 2 | 5 | X | Small Growth |
| CMGIX | BlackRock Mid-Cap Growth Equity Instl | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Mid-Cap Growth |
| BMGAX | BlackRock Mid-Cap Growth Equity Inv A | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Mid-Cap Growth |
| BMGCX | BlackRock Mid-Cap Growth Equity Inv C | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Mid-Cap Growth |
| BMGKX | BlackRock Mid-Cap Growth Equity K | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Mid-Cap Growth |
| BMRRX | BlackRock Mid-Cap Growth Equity R | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Mid-Cap Growth |
| CMGSX | BlackRock Mid-Cap Growth Equity Svc | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Mid-Cap Growth |
| SSETX | BNY Mellon Small Cap Gr I | Owns companies we recommend for divestment | 1 | 1 | 0 | 2 | X | Small Growth |
| SSYGX | BNY Mellon Small Cap Gr Y | Owns companies we recommend for divestment | 1 | 1 | 0 | 2 | X | Small Growth |
| WIEFX | Boston Trust Walden International Eq | Owns companies we recommend for divestment | 1 | 1 | 2 | 1 | V | Foreign Large Blend |
| BEMAX | Brandes Emerging Markets Value A | 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 |
| BEMIX | Brandes Emerging Markets Value I | Owns companies we recommend for divestment | 1 | 1 | 1 | 1 | X | Diversified Emerging Mkts |
| BEMRX | Brandes Emerging Markets Value R6 | Owns companies we recommend for divestment | 1 | 1 | 1 | 1 | X | Diversified Emerging Mkts |
| BUFOX | Buffalo Early Stage Growth Fd | Owns companies we recommend for divestment | 1 | 1 | 1 | 2 | X | Small Growth |
| BUIOX | Buffalo Early Stage Growth Instl | Owns companies we recommend for divestment | 1 | 1 | 1 | 2 | X | Small Growth |
| BUFIX | Buffalo International | Owns companies we recommend for divestment | 1 | 1 | 4 | 2 | X | Foreign Large Growth |
| BUIIX | Buffalo International Institutional | Owns companies we recommend for divestment | 1 | 1 | 4 | 2 | X | Foreign Large Growth |
| CSMAX | Calvert Global Small-Cap Equity A | Owns companies we recommend for divestment | 1 | 1 | 1 | 1 | V | Global Small/Mid Stock |
| CSQCX | Calvert Global Small-Cap Equity C | Owns companies we recommend for divestment | 1 | 1 | 1 | 1 | V | Global Small/Mid Stock |
| CSPIX | Calvert Global Small-Cap Equity I | Owns companies we recommend for divestment | 1 | 1 | 1 | 1 | V | Global Small/Mid Stock |
| CCVAX | Calvert Small-Cap A | Owns companies we recommend for divestment | 1 | 1 | 1 | 1 | V | Small Blend |
| CSCCX | Calvert Small-Cap C | Owns companies we recommend for divestment | 1 | 1 | 1 | 1 | V | Small Blend |
| CSVIX | Calvert Small-Cap I | Owns companies we recommend for divestment | 1 | 1 | 1 | 1 | V | Small Blend |
| CALRX | Calvert Small-Cap R6 | Owns companies we recommend for divestment | 1 | 1 | 1 | 1 | V | Small Blend |
| CMPAX | Calvert Small/Mid-Cap A | Owns companies we recommend for divestment | 1 | 1 | 1 | 1 | V | Small Growth |
| CMPCX | Calvert Small/Mid-Cap C | Owns companies we recommend for divestment | 1 | 1 | 1 | 1 | V | Small Growth |
| CMCIX | Calvert Small/Mid-Cap I | Owns companies we recommend for divestment | 1 | 1 | 1 | 1 | V | Small Growth |
| CAMYX | Cambiar International Equity Instl | Owns companies we recommend for divestment | 1 | 1 | 2 | 3 | X | Foreign Large Blend |
| CAMIX | Cambiar International Equity Inv | Owns companies we recommend for divestment | 1 | 1 | 2 | 3 | X | Foreign Large Blend |
| HRSCX | Carillon Eagle Small Cap Growth A | Owns companies we recommend for divestment | 1 | 1 | 0 | 2 | X | Small Growth |
| HSCCX | Carillon Eagle Small Cap Growth C | Owns companies we recommend for divestment | 1 | 1 | 0 | 2 | X | Small Growth |
| HSIIX | Carillon Eagle Small Cap Growth I | Owns companies we recommend for divestment | 1 | 1 | 0 | 2 | X | Small Growth |
| HSRUX | Carillon Eagle Small Cap Growth R6 | Owns companies we recommend for divestment | 1 | 1 | 0 | 2 | X | Small Growth |
| CSIAX | Centerstone International A | Owns companies we recommend for divestment | 1 | 1 | 1 | 0 | X | Foreign Large Value |
| CSINX | Centerstone International C | Owns companies we recommend for divestment | 1 | 1 | 1 | 0 | X | Foreign Large Value |
| CINTX | Centerstone International I | Owns companies we recommend for divestment | 1 | 1 | 1 | 0 | X | Foreign Large Value |
| CIPMX | Champlain Mid Cap Adv | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Mid-Cap Growth |
| CIPIX | Champlain Mid Cap Institutional | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Mid-Cap Growth |
| SBIEX | ClearBridge International Value A | Owns companies we recommend for divestment | 1 | 1 | 4 | 2 | X | Foreign Large Value |
| SBICX | ClearBridge International Value C | 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 |
| LSIUX | ClearBridge International Value IS | Owns companies we recommend for divestment | 1 | 1 | 4 | 2 | X | Foreign Large Value |
| LIORX | ClearBridge International Value R | Owns companies we recommend for divestment | 1 | 1 | 4 | 2 | X | Foreign Large Value |
| LCLAX | ClearBridge Select A | Owns companies we recommend for divestment | 1 | 1 | 2 | 2 | X | Mid-Cap Growth |
| LCLCX | ClearBridge Select C | Owns companies we recommend for divestment | 1 | 1 | 2 | 2 | X | Mid-Cap Growth |
| LCBSX | ClearBridge Select FI | Owns companies we recommend for divestment | 1 | 1 | 2 | 2 | X | Mid-Cap Growth |
| LBFIX | ClearBridge Select I | Owns companies we recommend for divestment | 1 | 1 | 2 | 2 | X | Mid-Cap Growth |
| LCSSX | ClearBridge Select IS | Owns companies we recommend for divestment | 1 | 1 | 2 | 2 | X | Mid-Cap Growth |
| CBSCX | ClearBridge Select R | Owns companies we recommend for divestment | 1 | 1 | 2 | 2 | X | Mid-Cap Growth |
| CFAGX | Commerce MidCap Growth | Owns companies we recommend for divestment | 1 | 1 | 1 | 1 | X | Mid-Cap Growth |
| CCSGX | Conestoga SMid Cap Institutional | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Mid-Cap Growth |
| CCSMX | Conestoga SMid Cap Investors | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Mid-Cap Growth |
| CDOFX | Crawford Small Cap Dividend | Owns companies we recommend for divestment | 1 | 1 | 2 | 1 | X | Small Blend |
| DSTX | Distillate Intntnl Fndmntl Stblty&Vl ETF | Owns companies we recommend for divestment | 1 | 1 | 3 | 3 | X | Foreign Large Blend |
| DMCRX | Driehaus Micro Cap Growth | Owns companies we recommend for divestment | 1 | 1 | 1 | 2 | X | Small Growth |
| DNSMX | Driehaus Small Cap Growth Institutional | Owns companies we recommend for divestment | 1 | 1 | 0 | 2 | X | Small Growth |
| DVSMX | Driehaus Small Cap Growth Investor | Owns companies we recommend for divestment | 1 | 1 | 0 | 2 | X | Small Growth |
| AFPAX | DSS AmericaFirst Income A | Owns companies we recommend for divestment | 1 | 1 | 3 | 1 | X | Moderately Aggressive Allocation |
| AFPIX | DSS AmericaFirst Income I | Owns companies we recommend for divestment | 1 | 1 | 3 | 1 | X | Moderately Aggressive Allocation |
| AFPUX | DSS AmericaFirst Income U | Owns companies we recommend for divestment | 1 | 1 | 3 | 1 | X | Moderately Aggressive Allocation |
| KGDAX | DWS Global Small Cap A | Owns companies we recommend for divestment | 1 | 1 | 1 | 2 | X | Global Small/Mid Stock |
| KGDCX | DWS Global Small Cap C | Owns companies we recommend for divestment | 1 | 1 | 1 | 2 | X | Global Small/Mid Stock |
| KGDIX | DWS Global Small Cap Inst | Owns companies we recommend for divestment | 1 | 1 | 1 | 2 | X | Global Small/Mid Stock |
| KGDZX | DWS Global Small Cap R6 | Owns companies we recommend for divestment | 1 | 1 | 1 | 2 | X | Global Small/Mid Stock |
| SGSCX | DWS Global Small Cap S | Owns companies we recommend for divestment | 1 | 1 | 1 | 2 | X | Global Small/Mid Stock |
| ETEGX | Eaton Vance Small-Cap A | Owns companies we recommend for divestment | 1 | 1 | 1 | 1 | X | Small Growth |
| ECSMX | Eaton Vance Small-Cap C | Owns companies we recommend for divestment | 1 | 1 | 1 | 1 | X | Small Growth |
| EISGX | Eaton Vance Small-Cap I | Owns companies we recommend for divestment | 1 | 1 | 1 | 1 | X | Small Growth |
| ERSGX | Eaton Vance Small-Cap R | Owns companies we recommend for divestment | 1 | 1 | 1 | 1 | X | Small Growth |
| ETMGX | Eaton Vance Tx-Mgd Small-Cap A | Owns companies we recommend for divestment | 1 | 1 | 1 | 1 | X | Small Growth |
| ECMGX | Eaton Vance Tx-Mgd Small-Cap C | Owns companies we recommend for divestment | 1 | 1 | 1 | 1 | X | Small Growth |
| EIMGX | Eaton Vance Tx-Mgd Small-Cap I | Owns companies we recommend for divestment | 1 | 1 | 1 | 1 | X | Small Growth |
| QDVAX | EquityCompass Quality Dividend A | Owns companies we recommend for divestment | 1 | 1 | 4 | 0 | X | Large Value |
| QDVCX | EquityCompass Quality Dividend C | Owns companies we recommend for divestment | 1 | 1 | 4 | 0 | X | Large Value |
| QDVIX | EquityCompass Quality Dividend Instl | Owns companies we recommend for divestment | 1 | 1 | 4 | 0 | X | Large Value |
| ECML | Euclidean Fundamental Value ETF | Owns companies we recommend for divestment | 1 | 1 | 3 | 0 | X | Small Value |
| EPIVX | EuroPac International Value A | Owns companies we recommend for divestment | 1 | 1 | 0 | 0 | X | Foreign Large Value |
| EPVIX | EuroPac International Value I | Owns companies we recommend for divestment | 1 | 1 | 0 | 0 | X | Foreign Large Value |
| ETLAX | Eventide Large Cap Focus A | Owns companies we recommend for divestment | 1 | 1 | 1 | 1 | V | Large Blend |
| ETLCX | Eventide Large Cap Focus C | Owns companies we recommend for divestment | 1 | 1 | 1 | 1 | V | Large Blend |
| ETLIX | Eventide Large Cap Focus I | Owns companies we recommend for divestment | 1 | 1 | 1 | 1 | V | Large Blend |
| ETLNX | Eventide Large Cap Focus N | Owns companies we recommend for divestment | 1 | 1 | 1 | 1 | V | Large Blend |
| SVAAX | Federated Hermes Strategic Value Div A | Owns companies we recommend for divestment | 1 | 1 | 2 | 1 | X | Large Value |
| SVACX | Federated Hermes Strategic Value Div C | Owns companies we recommend for divestment | 1 | 1 | 2 | 1 | X | Large Value |
| SVAIX | Federated Hermes Strategic Value Div IS | Owns companies we recommend for divestment | 1 | 1 | 2 | 1 | X | Large Value |
| SVALX | Federated Hermes Strategic Value Div R6 | Owns companies we recommend for divestment | 1 | 1 | 2 | 1 | X | Large Value |
| FHUMX | Federated Hermes US SMID Institutional | Owns companies we recommend for divestment | 1 | 1 | 0 | 2 | X | Mid-Cap Blend |
| FACNX | Fidelity Advisor Canada A | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Miscellaneous Region |
| FCCNX | Fidelity Advisor Canada C | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Miscellaneous Region |
| FICCX | Fidelity Advisor Canada I | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Miscellaneous Region |
| FTCNX | Fidelity Advisor Canada M | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Miscellaneous Region |
| FIQEX | Fidelity Advisor Canada Z | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Miscellaneous Region |
| FAPJX | Fidelity Advisor Healthy Future A | Owns companies we recommend for divestment | 1 | 1 | 3 | 1 | V | Large Growth |
| FAPKX | Fidelity Advisor Healthy Future C | Owns companies we recommend for divestment | 1 | 1 | 3 | 1 | V | Large Growth |
| FAPMX | Fidelity Advisor Healthy Future I | Owns companies we recommend for divestment | 1 | 1 | 3 | 1 | V | Large Growth |
| FAPLX | Fidelity Advisor Healthy Future M | Owns companies we recommend for divestment | 1 | 1 | 3 | 1 | V | Large Growth |
| FAPNX | Fidelity Advisor Healthy Future Z | Owns companies we recommend for divestment | 1 | 1 | 3 | 1 | V | Large Growth |
| FICDX | Fidelity Canada | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Miscellaneous Region |
| FAPHX | Fidelity Healthy Future | Owns companies we recommend for divestment | 1 | 1 | 3 | 1 | V | Large Growth |
| FSKLX | Fidelity SAI Intl Low Volatil Idx | Owns companies we recommend for divestment | 1 | 1 | 2 | 2 | X | Foreign Large Blend |
| FSRBX | Fidelity Select Banking | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Financial |
| FSRFX | Fidelity Select Transportation | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Industrials |
| FCNSX | Fidelity Series Canada | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Miscellaneous Region |
| FESAX | First Eagle Small Cap Opportunity A | Owns companies we recommend for divestment | 1 | 1 | 2 | 3 | X | Small Value |
| FESCX | First Eagle Small Cap Opportunity I | Owns companies we recommend for divestment | 1 | 1 | 2 | 3 | X | Small Value |
| FESRX | First Eagle Small Cap Opportunity R6 | Owns companies we recommend for divestment | 1 | 1 | 2 | 3 | X | Small Value |
| NXTG | First Trust IndXX NextG ETF | Owns companies we recommend for divestment | 1 | 1 | 5 | 3 | X | Technology |
| FPXE | First Trust IPOX Europe Equity Opps ETF | Owns companies we recommend for divestment | 1 | 1 | 2 | 1 | X | Europe Stock |
| RFDI | First Trust RiverFront Dyn Dev Intl ETF | Owns companies we recommend for divestment | 1 | 1 | 3 | 2 | X | Foreign Large Value |
| FYT | First Trust Small Cap Val AlphaDEX® ETF | Owns companies we recommend for divestment | 1 | 1 | 2 | 2 | X | Small Value |
| FKU | First Trust United Kingdom AlphaDEX® ETF | Owns companies we recommend for divestment | 1 | 1 | 1 | 2 | X | Miscellaneous Region |
| PRAY | FIS Christian Stock ETF | Owns companies we recommend for divestment | 1 | 1 | 3 | 1 | X | Large Blend |
| IAFEX | Fisher IIG All Frgn Eq Env & Scl Val | Owns companies we recommend for divestment | 1 | 1 | 3 | 0 | V | Foreign Large Growth |
| FMIUX | FMI Common Stock Institutional | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Mid-Cap Blend |
| FMIMX | FMI Common Stock Investor | 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 |
| FMIYX | FMI International Institutional | Owns companies we recommend for divestment | 1 | 1 | 3 | 1 | X | Foreign Large Blend |
| FMIJX | FMI International Investor | Owns companies we recommend for divestment | 1 | 1 | 3 | 1 | X | Foreign Large Blend |
| FLCA | Franklin FTSE Canada ETF | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Miscellaneous Region |
| XIDV | Franklin Intl Div Mltplr Idx ETF | Owns companies we recommend for divestment | 1 | 1 | 6 | 1 | X | Foreign Large Value |
| FNGAX | Franklin Intl Growth A | Owns companies we recommend for divestment | 1 | 1 | 0 | 0 | X | Foreign Large Growth |
| FNGZX | Franklin Intl Growth Adv | Owns companies we recommend for divestment | 1 | 1 | 0 | 0 | X | Foreign Large Growth |
| FNGDX | Franklin Intl Growth C | 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 |
| FILRX | Franklin Intl Growth R6 | Owns companies we recommend for divestment | 1 | 1 | 0 | 0 | X | Foreign Large Growth |
| TEMIX | Franklin Mutual International Value A | 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 |
| FMURX | Franklin Mutual International Value R | 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 |
| MEURX | Franklin Mutual International Value Z | Owns companies we recommend for divestment | 1 | 1 | 3 | 2 | X | Foreign Large Value |
| FSGRX | Franklin Small Cap Growth A | 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 |
| FCSGX | Franklin Small Cap Growth C | Owns companies we recommend for divestment | 1 | 1 | 0 | 2 | X | Small Growth |
| FSSRX | Franklin Small Cap Growth R | Owns companies we recommend for divestment | 1 | 1 | 0 | 2 | X | Small Growth |
| FSMLX | Franklin Small Cap Growth R6 | 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 |
| FSGAX | Franklin Small-Mid Cap Growth Adv | 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 |
| FSMRX | Franklin Small-Mid Cap Growth R | Owns companies we recommend for divestment | 1 | 1 | 0 | 2 | X | Mid-Cap Growth |
| FMGGX | Franklin Small-Mid Cap Growth R6 | Owns companies we recommend for divestment | 1 | 1 | 0 | 2 | X | Mid-Cap Growth |
| LMBAX | Franklin U.S. Small Cap Equity A | Owns companies we recommend for divestment | 1 | 1 | 2 | 1 | X | Small Blend |
| LMBCX | Franklin U.S. Small Cap Equity C | Owns companies we recommend for divestment | 1 | 1 | 2 | 1 | X | Small Blend |
| LGSCX | Franklin U.S. Small Cap Equity FI | Owns companies we recommend for divestment | 1 | 1 | 2 | 1 | X | Small Blend |
| LMSIX | Franklin U.S. Small Cap Equity I | Owns companies we recommend for divestment | 1 | 1 | 2 | 1 | X | Small Blend |
| LMBMX | Franklin U.S. Small Cap Equity IS | Owns companies we recommend for divestment | 1 | 1 | 2 | 1 | X | Small Blend |
| FTXAX | FullerThaler Behavioral Sm-Cp Gr A | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Small Growth |
| FTXCX | FullerThaler Behavioral Sm-Cp Gr C | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Small Growth |
| FTXNX | FullerThaler Behavioral Sm-Cp Gr Inv | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Small Growth |
| FTXFX | FullerThaler Behavioral Sm-Cp Gr R6 | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Small Growth |
| FTXSX | FullerThaler Behavioral Sm-Cp GrInstl | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Small Growth |
| GCASX | Gabelli Small Cap Growth A | Owns companies we recommend for divestment | 1 | 1 | 4 | 2 | X | Small Blend |
| GABSX | Gabelli Small Cap Growth AAA | Owns companies we recommend for divestment | 1 | 1 | 4 | 2 | X | Small Blend |
| GCCSX | Gabelli Small Cap Growth C | Owns companies we recommend for divestment | 1 | 1 | 4 | 2 | X | Small Blend |
| GACIX | Gabelli Small Cap Growth I | Owns companies we recommend for divestment | 1 | 1 | 4 | 2 | X | Small Blend |
| GCSVX | Geneva SMID Cap Growth Institutional | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Mid-Cap Growth |
| GXTG | Global X Thematic Growth ETF | Owns companies we recommend for divestment | 1 | 1 | 11 | 1 | X | Global Small/Mid Stock |
| GMAOX | GMO Quality Cyclicals I | Owns companies we recommend for divestment | 1 | 1 | 5 | 1 | X | Global Large-Stock Blend |
| GMAEX | GMO Quality Cyclicals VI | Owns companies we recommend for divestment | 1 | 1 | 5 | 1 | X | Global Large-Stock Blend |
| GSBGX | GMO Small Cap Quality Fund Class VI | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Small Growth |
| GMAYX | GMO Small Cap Quality I | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Small Growth |
| GMAWX | GMO Small Cap Quality III | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Small Growth |
| GTEK | Goldman Sachs Future Tech Leaders Eq ETF | Owns companies we recommend for divestment | 1 | 1 | 1 | 1 | X | Technology |
| GSC | Goldman Sachs Small Cap Core Equity ETF | Owns companies we recommend for divestment | 1 | 1 | 1 | 1 | X | Small Blend |
| GCSAX | Goldman Sachs Small Cap Eq Insghts A | 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 |
| GCSIX | Goldman Sachs Small Cap Eq Insghts Instl | 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 |
| GMAPX | Goldman Sachs Small Cap Eq Insghts P | 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 |
| GCSUX | Goldman Sachs Small Cap Eq Insghts R6 | Owns companies we recommend for divestment | 1 | 1 | 2 | 0 | X | Small Blend |
| GCSSX | Goldman Sachs Small Cap Eq Insghts Svc | Owns companies we recommend for divestment | 1 | 1 | 2 | 0 | X | Small Blend |
| GSAOX | Goldman Sachs Small Cap Gr Insghts A | Owns companies we recommend for divestment | 1 | 1 | 0 | 2 | X | Small Growth |
| GSCOX | Goldman Sachs Small Cap Gr Insghts C | Owns companies we recommend for divestment | 1 | 1 | 0 | 2 | X | Small Growth |
| GSIOX | Goldman Sachs Small Cap Gr Insghts Instl | 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 |
| GSZPX | Goldman Sachs Small Cap Gr Insghts P | 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 |
| GINUX | Goldman Sachs Small Cap Gr Insghts R6 | Owns companies we recommend for divestment | 1 | 1 | 0 | 2 | X | Small Growth |
| GSATX | Goldman Sachs Small Cp Val Insghts A | 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 |
| GSITX | Goldman Sachs Small Cp Val Insghts Instl | 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 |
| GSXPX | Goldman Sachs Small Cp Val Insghts P | 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 |
| GTTUX | Goldman Sachs Small Cp Val Insghts R6 | Owns companies we recommend for divestment | 1 | 1 | 3 | 0 | X | Small Value |
| HRISX | Harbor International Small Cap Admin | Owns companies we recommend for divestment | 1 | 1 | 2 | 0 | X | Foreign Small/Mid Value |
| HAISX | Harbor International Small Cap Instl | Owns companies we recommend for divestment | 1 | 1 | 2 | 0 | X | Foreign Small/Mid Value |
| HIISX | Harbor International Small Cap Investor | 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 |
| HNCAX | Hartford International Growth A | Owns companies we recommend for divestment | 1 | 1 | 2 | 2 | X | Foreign Large Growth |
| HNCCX | Hartford International Growth C | Owns companies we recommend for divestment | 1 | 1 | 2 | 2 | X | Foreign Large Growth |
| HNCFX | Hartford International Growth F | Owns companies we recommend for divestment | 1 | 1 | 2 | 2 | X | Foreign Large Growth |
| HNCJX | Hartford International Growth I | Owns companies we recommend for divestment | 1 | 1 | 2 | 2 | X | Foreign Large Growth |
| HNCRX | Hartford International Growth R3 | Owns companies we recommend for divestment | 1 | 1 | 2 | 2 | X | Foreign Large Growth |
| HNCSX | Hartford International Growth R4 | Owns companies we recommend for divestment | 1 | 1 | 2 | 2 | X | Foreign Large Growth |
| HNCTX | Hartford International Growth R5 | Owns companies we recommend for divestment | 1 | 1 | 2 | 2 | X | Foreign Large Growth |
| HNCUX | Hartford International Growth R6 | Owns companies we recommend for divestment | 1 | 1 | 2 | 2 | X | Foreign Large Growth |
| HNCYX | Hartford International Growth Y | Owns companies we recommend for divestment | 1 | 1 | 2 | 2 | X | Foreign Large Growth |
| HRNOX | Hood River New Opportunities Inst | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Mid-Cap Growth |
| HRNIX | Hood River New Opportunities Investor | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Mid-Cap Growth |
| HRNRX | Hood River New Opportunities Retirement | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Mid-Cap Growth |
| HRSMX | Hood River Small-Cap Growth Instl | 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 |
| HRSIX | Hood River Small-Cap Growth Retirement | Owns companies we recommend for divestment | 1 | 1 | 1 | 2 | X | Small Growth |
| IOEZX | ICON Equity Income Institutional | Owns companies we recommend for divestment | 1 | 1 | 2 | 1 | X | Aggressive Allocation |
| IEQAX | ICON Equity Income Investor | Owns companies we recommend for divestment | 1 | 1 | 2 | 1 | X | Aggressive Allocation |
| LOUP | Innovator Deepwater Frontier Tech ETF | Owns companies we recommend for divestment | 1 | 1 | 0 | 2 | X | Technology |
| WWJD | Inspire International ETF | Owns companies we recommend for divestment | 1 | 1 | 3 | 0 | X | Foreign Large Blend |
| OPOCX | Invesco Discovery A | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Small Growth |
| ODICX | Invesco Discovery C | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Small Growth |
| ODINX | Invesco Discovery R | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Small Growth |
| DIGGX | Invesco Discovery R5 | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Small Growth |
| ODIIX | Invesco Discovery R6 | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Small Growth |
| ODIYX | Invesco Discovery Y | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Small Growth |
| PTF | Invesco Dorsey Wright Technology MomtETF | Owns companies we recommend for divestment | 1 | 1 | 2 | 2 | X | Technology |
| PEJ | Invesco Dynamic Leisure and Entmnt ETF | Owns companies we recommend for divestment | 1 | 1 | 2 | 1 | X | Consumer Cyclical |
| ESMAX | Invesco EQV Euro Small Company A | Owns companies we recommend for divestment | 1 | 1 | 1 | 0 | X | Europe Stock |
| ESMCX | Invesco EQV Euro Small Company C | Owns companies we recommend for divestment | 1 | 1 | 1 | 0 | X | Europe Stock |
| ESMSX | Invesco EQV Euro Small Company R6 | 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 |
| AIIEX | Invesco EQV International Equity A | 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 |
| AIERX | Invesco EQV International Equity R | 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 |
| IGFRX | Invesco EQV International Equity R6 | Owns companies we recommend for divestment | 1 | 1 | 3 | 2 | X | Foreign Large Growth |
| AIIYX | Invesco EQV International Equity Y | Owns companies we recommend for divestment | 1 | 1 | 3 | 2 | X | Foreign Large Growth |
| IEGAX | Invesco EQV Intl Small Company A | 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 |
| IEGIX | Invesco EQV Intl Small Company R5 | Owns companies we recommend for divestment | 1 | 1 | 1 | 0 | X | Foreign Small/Mid Blend |
| IEGFX | Invesco EQV Intl Small Company R6 | Owns companies we recommend for divestment | 1 | 1 | 1 | 0 | X | Foreign Small/Mid Blend |
| IEGYX | Invesco EQV Intl Small Company Y | Owns companies we recommend for divestment | 1 | 1 | 1 | 0 | X | Foreign Small/Mid Blend |
| OSMAX | Invesco International Small-Mid Com A | 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 |
| OSMNX | Invesco International Small-Mid Com R | 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 |
| OSCIX | Invesco International Small-Mid Com R6 | Owns companies we recommend for divestment | 1 | 1 | 0 | 0 | X | Foreign Small/Mid Growth |
| OSMYX | Invesco International Small-Mid Com Y | Owns companies we recommend for divestment | 1 | 1 | 0 | 0 | X | Foreign Small/Mid Growth |
| IPKW | Invesco Intl BuyBack Achiev™ ETF | Owns companies we recommend for divestment | 1 | 1 | 2 | 1 | X | Foreign Large Value |
| PSCD | Invesco S&P SmallCap Cnsmr Discret ETF | Owns companies we recommend for divestment | 1 | 1 | 2 | 0 | X | Consumer Cyclical |
| GTSAX | Invesco Small Cap Growth A | Owns companies we recommend for divestment | 1 | 1 | 1 | 1 | X | Small Growth |
| GTSDX | Invesco Small Cap Growth C | Owns companies we recommend for divestment | 1 | 1 | 1 | 1 | X | Small Growth |
| GTSIX | Invesco Small Cap Growth Inv | Owns companies we recommend for divestment | 1 | 1 | 1 | 1 | X | Small Growth |
| GTSRX | Invesco Small Cap Growth R | Owns companies we recommend for divestment | 1 | 1 | 1 | 1 | X | Small Growth |
| GTSVX | Invesco Small Cap Growth R5 | Owns companies we recommend for divestment | 1 | 1 | 1 | 1 | X | Small Growth |
| GTSFX | Invesco Small Cap Growth R6 | Owns companies we recommend for divestment | 1 | 1 | 1 | 1 | X | Small Growth |
| GTSYX | Invesco Small Cap Growth Y | Owns companies we recommend for divestment | 1 | 1 | 1 | 1 | X | Small Growth |
| IPAC | iShares Core MSCI Pacific ETF | Owns companies we recommend for divestment | 1 | 1 | 7 | 4 | X | Diversified Pacific/Asia |
| IGV | iShares Expanded Tech-Software Sect ETF | Owns companies we recommend for divestment | 1 | 1 | 1 | 3 | X | Technology |
| EEMS | iShares MSCI Emerging Markets Sm-Cp ETF | Owns companies we recommend for divestment | 1 | 1 | 6 | 1 | X | Diversified Emerging Mkts |
| SCJ | iShares MSCI Japan Small-Cap ETF | Owns companies we recommend for divestment | 1 | 1 | 2 | 1 | X | Japan Stock |
| QNXT | iShares Nasdaq-100 ex Top 30 ETF | Owns companies we recommend for divestment | 1 | 1 | 2 | 1 | X | Large Growth |
| IYT | iShares Transportation Average ETF | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Industrials |
| IDGT | iShares U.S. Digital Infras & RE ETF | Owns companies we recommend for divestment | 1 | 1 | 2 | 1 | X | Technology |
| IYZ | iShares US Telecommunications ETF | Owns companies we recommend for divestment | 1 | 1 | 2 | 2 | X | Communications |
| JMCRX | James Micro Cap | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Small Value |
| JSML | Janus Henderson Small Cap Gr Alpha ETF | Owns companies we recommend for divestment | 1 | 1 | 1 | 2 | X | Small Growth |
| JSMD | Janus Henderson Small/Md Cp Gr Alpha ETF | Owns companies we recommend for divestment | 1 | 1 | 1 | 3 | X | Small Growth |
| JNVIX | Jensen Quality Mid Cap I | 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 |
| JNVYX | Jensen Quality Mid Cap Y | Owns companies we recommend for divestment | 1 | 1 | 0 | 2 | X | Mid-Cap Blend |
| JHID | JHancock International High Dividend ETF | Owns companies we recommend for divestment | 1 | 1 | 6 | 2 | X | Foreign Large Value |
| JSJAX | JHancock Small Cap Dynamic Growth A | Owns companies we recommend for divestment | 1 | 1 | 1 | 1 | X | Small Growth |
| JSJCX | JHancock Small Cap Dynamic Growth C | Owns companies we recommend for divestment | 1 | 1 | 1 | 1 | X | Small Growth |
| JSJIX | JHancock Small Cap Dynamic Growth I | Owns companies we recommend for divestment | 1 | 1 | 1 | 1 | X | Small Growth |
| JHancock Small Cap Dynamic Growth NAV | Owns companies we recommend for divestment | 1 | 1 | 1 | 1 | X | Small Growth |
| JSJFX | JHancock Small Cap Dynamic Growth R6 | Owns companies we recommend for divestment | 1 | 1 | 1 | 1 | X | Small Growth |
| JNL/Invesco Small Cap Growth A | Owns companies we recommend for divestment | 1 | 1 | 1 | 1 | X | Small Growth |
| JNL/Invesco Small Cap Growth I | Owns companies we recommend for divestment | 1 | 1 | 1 | 1 | X | Small Growth |
| JSEAX | JPMorgan International Equity A | Owns companies we recommend for divestment | 1 | 1 | 4 | 3 | X | Foreign Large Blend |
| JIECX | JPMorgan International Equity C | Owns companies we recommend for divestment | 1 | 1 | 4 | 3 | X | Foreign Large Blend |
| VSIEX | JPMorgan International Equity I | Owns companies we recommend for divestment | 1 | 1 | 4 | 3 | X | Foreign Large Blend |
| JIEZX | JPMorgan International Equity R2 | Owns companies we recommend for divestment | 1 | 1 | 4 | 3 | X | Foreign Large Blend |
| JIERX | JPMorgan International Equity R5 | Owns companies we recommend for divestment | 1 | 1 | 4 | 3 | X | Foreign Large Blend |
| JNEMX | JPMorgan International Equity R6 | Owns companies we recommend for divestment | 1 | 1 | 4 | 3 | X | Foreign Large Blend |
| VSEAX | JPMorgan Small Cap Equity A | Owns companies we recommend for divestment | 1 | 1 | 2 | 0 | X | Small Blend |
| JSECX | JPMorgan Small Cap Equity C | Owns companies we recommend for divestment | 1 | 1 | 2 | 0 | X | Small Blend |
| VSEIX | JPMorgan Small Cap Equity I | Owns companies we recommend for divestment | 1 | 1 | 2 | 0 | X | Small Blend |
| JSEZX | JPMorgan Small Cap Equity R2 | Owns companies we recommend for divestment | 1 | 1 | 2 | 0 | X | Small Blend |
| JSEPX | JPMorgan Small Cap Equity R3 | Owns companies we recommend for divestment | 1 | 1 | 2 | 0 | X | Small Blend |
| JSEQX | JPMorgan Small Cap Equity R4 | Owns companies we recommend for divestment | 1 | 1 | 2 | 0 | X | Small Blend |
| JSERX | JPMorgan Small Cap Equity R5 | Owns companies we recommend for divestment | 1 | 1 | 2 | 0 | X | Small Blend |
| VSENX | JPMorgan Small Cap Equity R6 | Owns companies we recommend for divestment | 1 | 1 | 2 | 0 | X | Small Blend |
| KMDVX | Keeley Mid Cap Dividend Value A | Owns companies we recommend for divestment | 1 | 1 | 4 | 1 | X | Mid-Cap Value |
| KMDIX | Keeley Mid Cap Dividend Value I | Owns companies we recommend for divestment | 1 | 1 | 4 | 1 | X | Mid-Cap Value |
| KSDVX | Keeley Small Cap Dividend Value A | Owns companies we recommend for divestment | 1 | 1 | 2 | 1 | X | Small Value |
| KSDIX | Keeley Small Cap Dividend Value I | Owns companies we recommend for divestment | 1 | 1 | 2 | 1 | X | Small Value |
| LSHAX | Kinetics Spin-Off and Corp Rest Adv A | 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 |
| LSHUX | Kinetics Spin-Off and Corp Rest Instl | Owns companies we recommend for divestment | 1 | 1 | 1 | 0 | X | Miscellaneous Sector |
| LSHEX | Kinetics Spin-Off and Corp Rest No Load | Owns companies we recommend for divestment | 1 | 1 | 1 | 0 | X | Miscellaneous Sector |
| KCIIX | Knights of Columbus International Eq I | Owns companies we recommend for divestment | 1 | 1 | 2 | 1 | X | Foreign Large Blend |
| KCISX | Knights of Columbus International Eq S | Owns companies we recommend for divestment | 1 | 1 | 2 | 1 | X | Foreign Large Blend |
| LEVIX | Lazard US Equity Concentrated Instl | Owns companies we recommend for divestment | 1 | 1 | 2 | 1 | X | Large Blend |
| LEVOX | Lazard US Equity Concentrated Open | Owns companies we recommend for divestment | 1 | 1 | 2 | 1 | X | Large Blend |
| RLUEX | Lazard US Equity Concentrated R6 | Owns companies we recommend for divestment | 1 | 1 | 2 | 1 | X | Large Blend |
| LKINX | LKCM International Equity | Owns companies we recommend for divestment | 1 | 1 | 2 | 1 | X | Foreign Large Blend |
| LKSCX | LKCM Small Cap Equity Instl | Owns companies we recommend for divestment | 1 | 1 | 1 | 1 | X | Small Growth |
| LIGGX | Loomis Sayles International Growth A | 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 |
| LIGNX | Loomis Sayles International Growth N | Owns companies we recommend for divestment | 1 | 1 | 0 | 0 | X | Foreign Large Growth |
| LIGYX | Loomis Sayles International Growth Y | Owns companies we recommend for divestment | 1 | 1 | 0 | 0 | X | Foreign Large Growth |
| LAMGX | Lord Abbett Micro Cap Growth A | Owns companies we recommend for divestment | 1 | 1 | 1 | 2 | X | Small Growth |
| LCMGX | Lord Abbett Micro Cap Growth C | Owns companies we recommend for divestment | 1 | 1 | 1 | 2 | X | Small Growth |
| LFMGX | Lord Abbett Micro Cap Growth F | Owns companies we recommend for divestment | 1 | 1 | 1 | 2 | X | Small Growth |
| LMIYX | Lord Abbett Micro Cap Growth I | Owns companies we recommend for divestment | 1 | 1 | 1 | 2 | X | Small Growth |
| IEYAX | Macquarie Climate Solutions A | 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 |
| IVEIX | Macquarie Climate Solutions I | Owns companies we recommend for divestment | 1 | 1 | 3 | 1 | V | Global Small/Mid Stock |
| IYEFX | Macquarie Climate Solutions R | Owns companies we recommend for divestment | 1 | 1 | 3 | 1 | V | Global Small/Mid Stock |
| IENRX | Macquarie Climate Solutions R6 | Owns companies we recommend for divestment | 1 | 1 | 3 | 1 | V | Global Small/Mid Stock |
| IEYYX | Macquarie Climate Solutions Y | Owns companies we recommend for divestment | 1 | 1 | 3 | 1 | V | Global Small/Mid Stock |
| IVOAX | Macquarie Mid Cap Income Opps A | 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 |
| IVOIX | Macquarie Mid Cap Income Opps I | 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 |
| IVOSX | Macquarie Mid Cap Income Opps R6 | Owns companies we recommend for divestment | 1 | 1 | 1 | 1 | X | Mid-Cap Value |
| IVOYX | Macquarie Mid Cap Income Opps Y | Owns companies we recommend for divestment | 1 | 1 | 1 | 1 | X | Mid-Cap Value |
| DEVLX | Macquarie Small Cap Value A | Owns companies we recommend for divestment | 1 | 1 | 1 | 3 | X | Small Value |
| DEVCX | Macquarie Small Cap Value C | Owns companies we recommend for divestment | 1 | 1 | 1 | 3 | X | Small Value |
| DEVIX | Macquarie Small Cap Value Instl | Owns companies we recommend for divestment | 1 | 1 | 1 | 3 | X | Small Value |
| DVLRX | Macquarie Small Cap Value R | Owns companies we recommend for divestment | 1 | 1 | 1 | 3 | X | Small Value |
| DVZRX | Macquarie Small Cap Value R6 | Owns companies we recommend for divestment | 1 | 1 | 1 | 3 | X | Small Value |
| TMAT | Main Thematic Innovation ETF | Owns companies we recommend for divestment | 1 | 1 | 3 | 3 | X | Global Small/Mid Stock |
| MADFX | Matrix Advisors Dividend | Owns companies we recommend for divestment | 1 | 1 | 2 | 2 | X | Large Value |
| MIEJX | MFS International Equity A | 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 |
| MIEIX | MFS International Equity R6 | Owns companies we recommend for divestment | 1 | 1 | 3 | 2 | X | Foreign Large Blend |
| MIDAX | MFS International New Discovery A | 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 |
| MIDCX | MFS International New Discovery C | 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 |
| MIDGX | MFS International New Discovery R1 | Owns companies we recommend for divestment | 1 | 1 | 1 | 0 | X | Foreign Small/Mid Growth |
| MIDRX | MFS International New Discovery R2 | 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 |
| MIDJX | MFS International New Discovery R4 | Owns companies we recommend for divestment | 1 | 1 | 1 | 0 | X | Foreign Small/Mid Growth |
| MIDLX | MFS International New Discovery R6 | Owns companies we recommend for divestment | 1 | 1 | 1 | 0 | X | Foreign Small/Mid Growth |
| MGKAX | Morgan Stanley Global Permanence A | 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 |
| MGKIX | Morgan Stanley Global Permanence I | Owns companies we recommend for divestment | 1 | 1 | 1 | 2 | X | Global Large-Stock Growth |
| MGKQX | Morgan Stanley Global Permanence R6 | Owns companies we recommend for divestment | 1 | 1 | 1 | 2 | X | Global Large-Stock Growth |
| TMFM | Motley Fool Mid-Cap Growth ETF | Owns companies we recommend for divestment | 1 | 1 | 0 | 2 | X | Mid-Cap Growth |
| TMFS | Motley Fool Small-Cap Growth ETF | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Small Growth |
| NWHVX | Nationwide Geneva Mid Cap Gr A | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Mid-Cap Growth |
| NWHYX | Nationwide Geneva Mid Cap Gr Instl Svc | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Mid-Cap Growth |
| NWKAX | Nationwide Geneva Mid Cap Gr R6 | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Mid-Cap Growth |
| NWGPX | Nationwide WCM Focused Sm Cp A | 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 |
| NWKEX | Nationwide WCM Focused Sm Cp R6 | Owns companies we recommend for divestment | 1 | 1 | 2 | 1 | X | Small Blend |
| NEQAX | Neuberger Berman U.S. Equity Impact A | Owns companies we recommend for divestment | 1 | 1 | 1 | 2 | V | Mid-Cap Blend |
| NEQCX | Neuberger Berman U.S. Equity Impact C | Owns companies we recommend for divestment | 1 | 1 | 1 | 2 | V | Mid-Cap Blend |
| NEQIX | Neuberger Berman U.S. Equity Impact I | Owns companies we recommend for divestment | 1 | 1 | 1 | 2 | V | Mid-Cap Blend |
| NMMEX | Northern Active M Emerging Market Equity | Owns companies we recommend for divestment | 1 | 1 | 3 | 1 | X | Diversified Emerging Mkts |
| NQCFX | NorthQuest Capital | Owns companies we recommend for divestment | 1 | 1 | 1 | 1 | X | Large Growth |
| NMVLX | Nuance Mid Cap Value Institutional | Owns companies we recommend for divestment | 1 | 1 | 1 | 1 | X | Mid-Cap Value |
| NMAVX | Nuance Mid Cap Value Investor | Owns companies we recommend for divestment | 1 | 1 | 1 | 1 | X | Mid-Cap Value |
| NMVZX | Nuance Mid Cap Value Z | Owns companies we recommend for divestment | 1 | 1 | 1 | 1 | X | Mid-Cap Value |
| NUDM | Nuveen ESG Intl Dev Mkts Eq ETF | Owns companies we recommend for divestment | 1 | 1 | 4 | 3 | V | Foreign Large Blend |
| NUMG | Nuveen ESG Mid-Cap Growth ETF | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | V | Mid-Cap Growth |
| NUIAX | Nuveen International Dividend Growth A | 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 |
| NUIIX | Nuveen International Dividend Growth I | Owns companies we recommend for divestment | 1 | 1 | 1 | 0 | X | Foreign Large Blend |
| TSORX | Nuveen International Res Eq A | 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 |
| TSOPX | Nuveen International Res Eq Prmr | 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 |
| TSOEX | Nuveen International Res Eq Retire | Owns companies we recommend for divestment | 1 | 1 | 9 | 5 | V | Foreign Large Blend |
| EMGRX | Nuveen Small Cap Select A | 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 |
| ARSTX | Nuveen Small Cap Select I | Owns companies we recommend for divestment | 1 | 1 | 1 | 1 | X | Small Blend |
| ASEFX | Nuveen Small Cap Select R6 | Owns companies we recommend for divestment | 1 | 1 | 1 | 1 | X | Small Blend |
| CLNR | NYLI Cleaner Transport ETF | Owns companies we recommend for divestment | 1 | 1 | 7 | 2 | V | Industrials |
| OAYEX | Oakmark International Small Cap Advisor | 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 |
| OAKEX | Oakmark International Small Cap Investor | Owns companies we recommend for divestment | 1 | 1 | 0 | 0 | X | Foreign Small/Mid Value |
| OAZEX | Oakmark International Small Cap R6 | Owns companies we recommend for divestment | 1 | 1 | 0 | 0 | X | Foreign Small/Mid Value |
| OBGIX | Oberweis Global Opportunities Instl | Owns companies we recommend for divestment | 1 | 1 | 0 | 2 | X | Global Small/Mid Stock |
| OBEGX | Oberweis Global Opportunities Investor | Owns companies we recommend for divestment | 1 | 1 | 0 | 2 | X | Global Small/Mid Stock |
| OMCIX | Oberweis Micro Cap Institutional | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Small Growth |
| OBMCX | Oberweis Micro-Cap | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Small Growth |
| OFSAX | Olstein Strategic Opportunities A | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Small Value |
| OFSFX | Olstein Strategic Opportunities Adviser | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Small Value |
| OFSCX | Olstein Strategic Opportunities C | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Small Value |
| OSTGX | Osterweis Opportunity Fund | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Small Growth |
| PEVAX | PACE Small/Medium Co Value Equity A | Owns companies we recommend for divestment | 1 | 1 | 4 | 3 | X | Small Value |
| PCSVX | PACE Small/Medium Co Value Equity P | Owns companies we recommend for divestment | 1 | 1 | 4 | 3 | X | Small Value |
| TRFK | Pacer Data and Digital Revolution ETF | Owns companies we recommend for divestment | 1 | 1 | 3 | 1 | X | Technology |
| GCOW | Pacer Global Cash Cows Dividend ETF | Owns companies we recommend for divestment | 1 | 1 | 2 | 2 | X | Global Large-Stock Value |
| PAMC | Pacer Lunt MidCap Multi-Factor Alt ETF | Owns companies we recommend for divestment | 1 | 1 | 1 | 1 | X | Mid-Cap Blend |
| CALF | Pacer US Small Cap Cash Cows 100 ETF | Owns companies we recommend for divestment | 1 | 1 | 0 | 2 | X | Small Value |
| PVFAX | Paradigm Value | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Small Blend |
| PGOAX | PGIM Jennison Small Company A | Owns companies we recommend for divestment | 1 | 1 | 0 | 2 | X | Small Growth |
| PSCCX | PGIM Jennison Small Company C | Owns companies we recommend for divestment | 1 | 1 | 0 | 2 | X | Small Growth |
| JSCRX | PGIM Jennison Small Company R | Owns companies we recommend for divestment | 1 | 1 | 0 | 2 | X | Small Growth |
| PSCHX | PGIM Jennison Small Company R2 | Owns companies we recommend for divestment | 1 | 1 | 0 | 2 | X | Small Growth |
| PSCJX | PGIM Jennison Small Company R4 | Owns companies we recommend for divestment | 1 | 1 | 0 | 2 | X | Small Growth |
| PJSQX | PGIM Jennison Small Company R6 | Owns companies we recommend for divestment | 1 | 1 | 0 | 2 | X | Small Growth |
| PSCZX | PGIM Jennison Small Company Z | Owns companies we recommend for divestment | 1 | 1 | 0 | 2 | X | Small Growth |
| IPFCX | Poplar Forest Cornerstone Investor | Owns companies we recommend for divestment | 1 | 1 | 2 | 1 | X | Moderately Aggressive Allocation |
| PFPFX | Poplar Forest Partners A | Owns companies we recommend for divestment | 1 | 1 | 2 | 1 | X | Mid-Cap Value |
| IPFPX | Poplar Forest Partners Institutional | Owns companies we recommend for divestment | 1 | 1 | 2 | 1 | X | Mid-Cap Value |
| SGPIX | ProFunds Small Cap Growth Inv | Owns companies we recommend for divestment | 1 | 1 | 4 | 3 | X | Small Blend |
| SGPSX | ProFunds Small Cap Growth Svc | Owns companies we recommend for divestment | 1 | 1 | 4 | 3 | X | Small Blend |
| EFAD | ProShares MSCI EAFE Dividend Growers | Owns companies we recommend for divestment | 1 | 1 | 3 | 1 | X | Foreign Large Blend |
| EUDV | ProShares MSCI Europe Dividend Gr ETF | Owns companies we recommend for divestment | 1 | 1 | 2 | 1 | X | Europe Stock |
| POVSX | Putnam International Equity A | Owns companies we recommend for divestment | 1 | 1 | 2 | 3 | X | Foreign Large Blend |
| PIGCX | Putnam International Equity C | Owns companies we recommend for divestment | 1 | 1 | 2 | 3 | X | Foreign Large Blend |
| PIERX | Putnam International Equity R | Owns companies we recommend for divestment | 1 | 1 | 2 | 3 | X | Foreign Large Blend |
| POVDX | Putnam International Equity R5 | Owns companies we recommend for divestment | 1 | 1 | 2 | 3 | X | Foreign Large Blend |
| POVEX | Putnam International Equity R6 | Owns companies we recommend for divestment | 1 | 1 | 2 | 3 | X | Foreign Large Blend |
| POVYX | Putnam International Equity Y | Owns companies we recommend for divestment | 1 | 1 | 2 | 3 | X | Foreign Large Blend |
| PNGAX | Putnam International Value A | Owns companies we recommend for divestment | 1 | 1 | 3 | 4 | X | Foreign Large Value |
| PIGRX | Putnam International Value C | 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 |
| PIGWX | Putnam International Value R6 | Owns companies we recommend for divestment | 1 | 1 | 3 | 4 | X | Foreign Large Value |
| PNGYX | Putnam International Value Y | Owns companies we recommend for divestment | 1 | 1 | 3 | 4 | X | Foreign Large Value |
| TMVAX | RBC Microcap Value A | Owns companies we recommend for divestment | 1 | 1 | 1 | 0 | X | Small Value |
| RMVIX | RBC Microcap Value I | Owns companies we recommend for divestment | 1 | 1 | 1 | 0 | X | Small Value |
| RCKSX | Rock Oak Core Growth | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Mid-Cap Blend |
| RIPIX | Royce International Premier Instl | Owns companies we recommend for divestment | 1 | 1 | 1 | 0 | X | Foreign Small/Mid Growth |
| RIPNX | Royce International Premier Investment | Owns companies we recommend for divestment | 1 | 1 | 1 | 0 | X | Foreign Small/Mid Growth |
| RYIPX | Royce International Premier Service | Owns companies we recommend for divestment | 1 | 1 | 1 | 0 | X | Foreign Small/Mid Growth |
| SAEF | Schwab Ariel ESG ETF | Owns companies we recommend for divestment | 1 | 1 | 1 | 1 | V | Mid-Cap Blend |
| SWSCX | Schwab Small-Cap Equity | Owns companies we recommend for divestment | 1 | 1 | 2 | 0 | X | Small Blend |
| SICNX | Schwab® International Core Equity | Owns companies we recommend for divestment | 1 | 1 | 6 | 1 | X | Foreign Large Blend |
| SSIFX | Sextant International | Owns companies we recommend for divestment | 1 | 1 | 1 | 1 | X | Foreign Large Growth |
| SIFZX | Sextant International Z | Owns companies we recommend for divestment | 1 | 1 | 1 | 1 | X | Foreign Large Growth |
| SISEX | Shelton International Select Eq Inst | Owns companies we recommend for divestment | 1 | 1 | 2 | 1 | X | Foreign Large Blend |
| SISLX | Shelton International Select Eq Inv | Owns companies we recommend for divestment | 1 | 1 | 2 | 1 | X | Foreign Large Blend |
| SDMGX | Sit Developing Markets Growth | Owns companies we recommend for divestment | 1 | 1 | 0 | 0 | X | Diversified Emerging Mkts |
| EWX | SPDR® S&P Emerging Markets Small Cap ETF | Owns companies we recommend for divestment | 1 | 1 | 4 | 1 | X | Diversified Emerging Mkts |
| XSW | SPDR® S&P Software & Services ETF | Owns companies we recommend for divestment | 1 | 1 | 2 | 4 | X | Technology |
| XTL | SPDR® S&P Telecom ETF | Owns companies we recommend for divestment | 1 | 1 | 2 | 2 | X | Communications |
| XTN | SPDR® S&P Transportation ETF | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Industrials |
| TFCGX | Taylor Frigon Core Growth | Owns companies we recommend for divestment | 1 | 1 | 0 | 0 | X | Small Growth |
| GRW | TCW Compounders ETF | Owns companies we recommend for divestment | 1 | 1 | 1 | 1 | X | Large Growth |
| TXSS | Texas Capital Texas Sm Cp Eq Idx ETF | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Small Blend |
| HOMZ | The Hoya Capital Housing ETF | Owns companies we recommend for divestment | 1 | 1 | 2 | 1 | X | Mid-Cap Value |
| THOAX | Thornburg Global Opportunities A | Owns companies we recommend for divestment | 1 | 1 | 4 | 4 | X | Global Large-Stock Blend |
| THOCX | Thornburg Global Opportunities C | Owns companies we recommend for divestment | 1 | 1 | 4 | 4 | X | Global Large-Stock Blend |
| THOIX | Thornburg Global Opportunities I | Owns companies we recommend for divestment | 1 | 1 | 4 | 4 | X | Global Large-Stock Blend |
| THORX | Thornburg Global Opportunities R3 | Owns companies we recommend for divestment | 1 | 1 | 4 | 4 | X | Global Large-Stock Blend |
| THOVX | Thornburg Global Opportunities R4 | Owns companies we recommend for divestment | 1 | 1 | 4 | 4 | X | Global Large-Stock Blend |
| THOFX | Thornburg Global Opportunities R5 | Owns companies we recommend for divestment | 1 | 1 | 4 | 4 | X | Global Large-Stock Blend |
| THOGX | Thornburg Global Opportunities R6 | Owns companies we recommend for divestment | 1 | 1 | 4 | 4 | X | Global Large-Stock Blend |
| TPIAX | Timothy Plan International A | Owns companies we recommend for divestment | 1 | 1 | 3 | 1 | X | Foreign Large Blend |
| TPICX | Timothy Plan International C | Owns companies we recommend for divestment | 1 | 1 | 3 | 1 | X | Foreign Large Blend |
| TPIIX | Timothy Plan International I | Owns companies we recommend for divestment | 1 | 1 | 3 | 1 | X | Foreign Large Blend |
| TLGAX | Timothy Plan Large/Mid Cap Growth A | Owns companies we recommend for divestment | 1 | 1 | 1 | 0 | X | Large Growth |
| TLGCX | Timothy Plan Large/Mid Cap Growth C | Owns companies we recommend for divestment | 1 | 1 | 1 | 0 | X | Large Growth |
| TPLIX | Timothy Plan Large/Mid Cap Growth I | Owns companies we recommend for divestment | 1 | 1 | 1 | 0 | X | Large Growth |
| TLVAX | Timothy Plan Large/Mid Cap Value A | Owns companies we recommend for divestment | 1 | 1 | 1 | 2 | X | Mid-Cap Blend |
| TLVCX | Timothy Plan Large/Mid Cap Value C | Owns companies we recommend for divestment | 1 | 1 | 1 | 2 | X | Mid-Cap Blend |
| TMVIX | Timothy Plan Large/Mid Cap Value I | Owns companies we recommend for divestment | 1 | 1 | 1 | 2 | X | Mid-Cap Blend |
| TDI | Touchstone Dynamic International ETF | Owns companies we recommend for divestment | 1 | 1 | 4 | 1 | X | Foreign Large Blend |
| SWRLX | Touchstone International Value A | 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 |
| TOIIX | Touchstone International Value Instl | Owns companies we recommend for divestment | 1 | 1 | 2 | 3 | X | Foreign Large Value |
| SIIEX | Touchstone International Value Y | Owns companies we recommend for divestment | 1 | 1 | 2 | 3 | X | Foreign Large Value |
| VCFVX | VALIC Company I International Value | Owns companies we recommend for divestment | 1 | 1 | 2 | 1 | X | Foreign Large Value |
| VPL | Vanguard FTSE Pacific ETF | Owns companies we recommend for divestment | 1 | 1 | 13 | 4 | X | Diversified Pacific/Asia |
| VGPMX | Vanguard Global Capital Cycles Investor | Owns companies we recommend for divestment | 1 | 1 | 1 | 0 | X | Global Large-Stock Value |
| VPADX | Vanguard Pacific Stock Index Admiral | 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 |
| VPACX | Vanguard Pacific Stock Index Investor | Owns companies we recommend for divestment | 1 | 1 | 13 | 4 | X | Diversified Pacific/Asia |
| VEILX | VELA International A | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Foreign Small/Mid Value |
| VEITX | VELA International I | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Foreign Small/Mid Value |
| MAISX | Victory Integrity Small/Mid-Cap Value A | Owns companies we recommend for divestment | 1 | 1 | 4 | 3 | X | Small Value |
| MMMSX | Victory Integrity Small/Mid-Cap Value Mb | Owns companies we recommend for divestment | 1 | 1 | 4 | 3 | X | Small Value |
| MIRSX | Victory Integrity Small/Mid-Cap Value R6 | Owns companies we recommend for divestment | 1 | 1 | 4 | 3 | X | Small Value |
| MYISX | Victory Integrity Small/Mid-Cap Value Y | Owns companies we recommend for divestment | 1 | 1 | 4 | 3 | X | Small Value |
| RSPFX | Victory RS Partners A | Owns companies we recommend for divestment | 1 | 1 | 0 | 2 | X | Small Value |
| RSPMX | Victory RS Partners Member | Owns companies we recommend for divestment | 1 | 1 | 0 | 2 | X | Small Value |
| RSPKX | Victory RS Partners R | Owns companies we recommend for divestment | 1 | 1 | 0 | 2 | X | Small Value |
| RPPRX | Victory RS Partners R6 | Owns companies we recommend for divestment | 1 | 1 | 0 | 2 | X | Small Value |
| RSPYX | Victory RS Partners Y | Owns companies we recommend for divestment | 1 | 1 | 0 | 2 | X | Small Value |
| USVM | VictoryShares US Sm Md Cp Val Momt ETF | Owns companies we recommend for divestment | 1 | 1 | 1 | 3 | X | Small Value |
| SAMVX | Virtus Ceredex Mid-Cap Value Equity A | Owns companies we recommend for divestment | 1 | 1 | 3 | 1 | X | Mid-Cap Value |
| SMVFX | Virtus Ceredex Mid-Cap Value Equity C | Owns companies we recommend for divestment | 1 | 1 | 3 | 1 | X | Mid-Cap Value |
| SMVTX | Virtus Ceredex Mid-Cap Value Equity I | Owns companies we recommend for divestment | 1 | 1 | 3 | 1 | X | Mid-Cap Value |
| SMVZX | Virtus Ceredex Mid-Cap Value Equity R6 | Owns companies we recommend for divestment | 1 | 1 | 3 | 1 | X | Mid-Cap Value |
| AOPAX | Virtus International S/C A | Owns companies we recommend for divestment | 1 | 1 | 1 | 0 | X | Foreign Small/Mid Value |
| AOPCX | Virtus International S/C C | Owns companies we recommend for divestment | 1 | 1 | 1 | 0 | X | Foreign Small/Mid Value |
| ALOIX | Virtus International S/C Instl | Owns companies we recommend for divestment | 1 | 1 | 1 | 0 | X | Foreign Small/Mid Value |
| AIISX | Virtus International S/C R6 | Owns companies we recommend for divestment | 1 | 1 | 1 | 0 | X | Foreign Small/Mid Value |
| AZMAX | Virtus NFJ Emerging Markets Value A | Owns companies we recommend for divestment | 1 | 1 | 1 | 0 | X | Diversified Emerging Mkts |
| AZMCX | Virtus NFJ Emerging Markets Value C | Owns companies we recommend for divestment | 1 | 1 | 1 | 0 | X | Diversified Emerging Mkts |
| AZMIX | Virtus NFJ Emerging Markets Value Ins | Owns companies we recommend for divestment | 1 | 1 | 1 | 0 | X | Diversified Emerging Mkts |
| AFJAX | Virtus NFJ International Value A | Owns companies we recommend for divestment | 1 | 1 | 1 | 0 | X | Foreign Large Blend |
| AFJCX | Virtus NFJ International Value C | Owns companies we recommend for divestment | 1 | 1 | 1 | 0 | X | Foreign Large Blend |
| ANJIX | Virtus NFJ International Value Inst | Owns companies we recommend for divestment | 1 | 1 | 1 | 0 | X | Foreign Large Blend |
| ANAVX | Virtus NFJ International Value R6 | Owns companies we recommend for divestment | 1 | 1 | 1 | 0 | X | Foreign Large Blend |
| WMCVX | Wasatch Small Cap Value | Owns companies we recommend for divestment | 1 | 1 | 0 | 3 | X | Small Blend |
| WICVX | Wasatch Small Cap Value Institutional | Owns companies we recommend for divestment | 1 | 1 | 0 | 3 | X | Small Blend |
| WISIX | William Blair International Sm Cap Gr I | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Foreign Small/Mid Growth |
| WISNX | William Blair International Sm Cap Gr N | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Foreign Small/Mid Growth |
| WIISX | William Blair International Sm Cap Gr R6 | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Foreign Small/Mid Growth |
| WBSIX | William Blair Small Cap Growth I | 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 |
| WBSRX | William Blair Small Cap Growth R6 | Owns companies we recommend for divestment | 1 | 1 | 1 | 0 | X | Small Growth |
| ICSCX | William Blair Small Cap Value I | Owns companies we recommend for divestment | 1 | 1 | 0 | 2 | X | Small Value |
| WBVNX | William Blair Small Cap Value N | Owns companies we recommend for divestment | 1 | 1 | 0 | 2 | X | Small Value |
| WBVRX | William Blair Small Cap Value R6 | Owns companies we recommend for divestment | 1 | 1 | 0 | 2 | X | Small Value |
| DFE | WisdomTree Europe SmallCap Dividend ETF | Owns companies we recommend for divestment | 1 | 1 | 3 | 0 | X | Europe Stock |
| DNL | WisdomTree Global ex-US Qual Div Gr ETF | Owns companies we recommend for divestment | 1 | 1 | 0 | 2 | X | Foreign Large Growth |
| YOVAX | Yorktown Small-Cap A | Owns companies we recommend for divestment | 1 | 1 | 0 | 2 | X | Small Blend |
| YOVIX | Yorktown Small-Cap Institutional | Owns companies we recommend for divestment | 1 | 1 | 0 | 2 | X | Small Blend |
| YOVLX | Yorktown Small-Cap L | Owns companies we recommend for divestment | 1 | 1 | 0 | 2 | X | Small Blend |
| SCRYX | AB Small Cap Core Advisor | Owns companies we recommend for divestment | 2 | 1 | 1 | 2 | X | Small Blend |
| SCRZX | AB Small Cap Core Z | Owns companies we recommend for divestment | 2 | 1 | 1 | 2 | X | Small Blend |
| ABOT | Abacus FCF Innovation Leaders ETF | Owns companies we recommend for divestment | 2 | 1 | 5 | 3 | X | Technology |
| ABLG | Abacus FCF International Leaders ETF | Owns companies we recommend for divestment | 2 | 1 | 3 | 3 | X | Foreign Large Blend |
| ABFL | Abacus FCF Leaders ETF | Owns companies we recommend for divestment | 2 | 1 | 7 | 2 | X | Large Blend |
| FRTY | Alger Mid Cap 40 ETF | 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 |
| ALOCX | Alger Mid Cap Focus C | 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 |
| ALOYX | Alger Mid Cap Focus Y | Owns companies we recommend for divestment | 2 | 1 | 1 | 2 | X | Mid-Cap Growth |
| AFOZX | Alger Mid Cap Focus Z | Owns companies we recommend for divestment | 2 | 1 | 1 | 2 | X | Mid-Cap Growth |
| AMGAX | Alger Mid Cap Growth A | 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 |
| AMGCX | Alger Mid Cap Growth C | 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 |
| ALMRX | Alger Mid Cap Growth Institutional I | Owns companies we recommend for divestment | 2 | 1 | 1 | 3 | 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 |
| AMCZX | Alger Mid Cap Growth Z | Owns companies we recommend for divestment | 2 | 1 | 1 | 3 | X | Mid-Cap Growth |
| ALMZX | Alger MidCap Growth Institutional Z-2 | Owns companies we recommend for divestment | 2 | 1 | 1 | 3 | X | Mid-Cap Growth |
| SENAX | Allspring Mid Cap Growth Fund - Cl A | Owns companies we recommend for divestment | 2 | 1 | 1 | 2 | X | Mid-Cap Growth |
| SEPKX | Allspring Mid Cap Growth Fund - Cl Admin | Owns companies we recommend for divestment | 2 | 1 | 1 | 2 | X | Mid-Cap Growth |
| WENCX | Allspring Mid Cap Growth Fund - Cl C | Owns companies we recommend for divestment | 2 | 1 | 1 | 2 | X | Mid-Cap Growth |
| WFEIX | Allspring Mid Cap Growth Fund - Cl Inst | Owns companies we recommend for divestment | 2 | 1 | 1 | 2 | X | Mid-Cap Growth |
| WENRX | Allspring Mid Cap Growth Fund - Cl R6 | 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 |
| WDSCX | Allspring SMID Cap Growth Fund - Cl C | 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 |
| WFDRX | Allspring SMID Cap Growth Fund - Cl R6 | Owns companies we recommend for divestment | 2 | 1 | 1 | 2 | X | Mid-Cap Growth |
| WFDDX | Allspring SMID Cap Growth Fund -Cl Admin | Owns companies we recommend for divestment | 2 | 1 | 1 | 2 | X | Mid-Cap Growth |
| QVAL | Alpha Architect US Quantitative Val ETF | Owns companies we recommend for divestment | 2 | 1 | 3 | 1 | X | Mid-Cap Value |
| ATHAX | American Century Heritage A | Owns companies we recommend for divestment | 2 | 1 | 2 | 3 | X | Mid-Cap Growth |
| AHGCX | American Century Heritage C | Owns companies we recommend for divestment | 2 | 1 | 2 | 3 | X | Mid-Cap Growth |
| ACILX | American Century Heritage G | Owns companies we recommend for divestment | 2 | 1 | 2 | 3 | X | Mid-Cap Growth |
| ATHIX | American Century Heritage I | Owns companies we recommend for divestment | 2 | 1 | 2 | 3 | X | Mid-Cap Growth |
| TWHIX | American Century Heritage Inv | Owns companies we recommend for divestment | 2 | 1 | 2 | 3 | X | Mid-Cap Growth |
| ATHWX | American Century Heritage R | Owns companies we recommend for divestment | 2 | 1 | 2 | 3 | X | Mid-Cap Growth |
| ATHGX | American Century Heritage R5 | Owns companies we recommend for divestment | 2 | 1 | 2 | 3 | X | Mid-Cap Growth |
| ATHDX | American Century Heritage R6 | Owns companies we recommend for divestment | 2 | 1 | 2 | 3 | X | Mid-Cap Growth |
| ATHYX | American Century Heritage Y | Owns companies we recommend for divestment | 2 | 1 | 2 | 3 | X | Mid-Cap Growth |
| AATIX | Ancora/Thelen Small-Mid Cap I | Owns companies we recommend for divestment | 2 | 1 | 2 | 1 | X | Small Value |
| AATSX | Ancora/Thelen Small-Mid Cap S | Owns companies we recommend for divestment | 2 | 1 | 2 | 1 | X | Small Value |
| ARVIX | ARGA International Value Institutional | Owns companies we recommend for divestment | 2 | 1 | 1 | 2 | X | Foreign Large Value |
| ARAHX | Aristotle Small/Mid Cap Equity A | 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 |
| ARIHX | Aristotle Small/Mid Cap Equity I | Owns companies we recommend for divestment | 2 | 1 | 0 | 2 | X | Small Blend |
| AIHHX | Aristotle Small/Mid Cap Equity I-2 | Owns companies we recommend for divestment | 2 | 1 | 0 | 2 | X | Small Blend |
| ARAOX | Aristotle/Saul Global Eq A | Owns companies we recommend for divestment | 2 | 1 | 5 | 2 | X | Global Large-Stock Blend |
| ARIOX | Aristotle/Saul Global Eq I | Owns companies we recommend for divestment | 2 | 1 | 5 | 2 | X | Global Large-Stock Blend |
| AIOOX | Aristotle/Saul Global Equity I-2 | Owns companies we recommend for divestment | 2 | 1 | 5 | 2 | X | Global Large-Stock Blend |
| APDJX | Artisan International Small-Mid Advisor | Owns companies we recommend for divestment | 2 | 1 | 1 | 1 | X | Foreign Small/Mid Growth |
| APHJX | Artisan International Small-Mid Instl | 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 |
| APDWX | Artisan Value Income Advisor | Owns companies we recommend for divestment | 2 | 1 | 1 | 2 | X | Large Value |
| APHWX | Artisan Value Income Institutional | Owns companies we recommend for divestment | 2 | 1 | 1 | 2 | X | Large Value |
| APFWX | Artisan Value Income Investor | Owns companies we recommend for divestment | 2 | 1 | 1 | 2 | X | Large Value |
| BARIX | Baron Asset Instl | Owns companies we recommend for divestment | 2 | 1 | 0 | 3 | X | Mid-Cap Growth |
| BARUX | Baron Asset R6 | Owns companies we recommend for divestment | 2 | 1 | 0 | 3 | X | Mid-Cap Growth |
| BARAX | Baron Asset Retail | Owns companies we recommend for divestment | 2 | 1 | 0 | 3 | X | Mid-Cap Growth |
| SCRSX | Bernstein Small Cap Core SCB | Owns companies we recommend for divestment | 2 | 1 | 1 | 2 | X | Small Blend |
| BISAX | Brandes International Small Cap Equity A | 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 |
| BISMX | Brandes International Small Cap Equity I | Owns companies we recommend for divestment | 2 | 1 | 1 | 0 | X | Foreign Small/Mid Value |
| BISRX | Brandes International Small Cap EquityR6 | Owns companies we recommend for divestment | 2 | 1 | 1 | 0 | X | Foreign Small/Mid Value |
| BSMC | Brandes U.S. Small-Mid Cap Value ETF | Owns companies we recommend for divestment | 2 | 1 | 1 | 2 | X | Small Value |
| CRLSX | Catholic Rspnsbl Invstmnts Intl Eq Ins | Owns companies we recommend for divestment | 2 | 1 | 4 | 1 | X | Foreign Large Blend |
| CRLVX | Catholic Rspnsbl Invstmnts Intl Eq Inv | Owns companies we recommend for divestment | 2 | 1 | 4 | 1 | X | Foreign Large Blend |
| CIISX | Causeway International Small Cap Instl | Owns companies we recommend for divestment | 2 | 1 | 2 | 0 | X | Foreign Small/Mid Value |
| CVISX | Causeway International Small Cap Inv | Owns companies we recommend for divestment | 2 | 1 | 2 | 0 | X | Foreign Small/Mid Value |
| COSAX | Columbia Overseas Core A | Owns companies we recommend for divestment | 2 | 1 | 2 | 0 | X | Foreign Large Blend |
| COSNX | Columbia Overseas Core Institutional | Owns companies we recommend for divestment | 2 | 1 | 2 | 0 | X | Foreign Large Blend |
| COSTX | Columbia Overseas Core Institutional 2 | Owns companies we recommend for divestment | 2 | 1 | 2 | 0 | X | Foreign Large Blend |
| COSOX | Columbia Overseas Core Institutional 3 | Owns companies we recommend for divestment | 2 | 1 | 2 | 0 | X | Foreign Large Blend |
| CFMVX | Commerce MidCap Value | Owns companies we recommend for divestment | 2 | 1 | 3 | 1 | X | Mid-Cap Value |
| CDGCX | Crawford Large Cap Dividend C | Owns companies we recommend for divestment | 2 | 1 | 2 | 3 | X | Large Value |
| CDGIX | Crawford Large Cap Dividend I | Owns companies we recommend for divestment | 2 | 1 | 2 | 3 | X | Large Value |
| DALCX | Dean Mid Cap Value | Owns companies we recommend for divestment | 2 | 1 | 1 | 2 | X | Mid-Cap Value |
| DRIOX | Driehaus International Small Cap Growth | Owns companies we recommend for divestment | 2 | 1 | 2 | 1 | X | Foreign Small/Mid Growth |
| DSMDX | Driehaus Small/Mid Cap Growth | Owns companies we recommend for divestment | 2 | 1 | 0 | 2 | X | Mid-Cap Growth |
| KDHAX | DWS CROCI Equity Dividend A | Owns companies we recommend for divestment | 2 | 1 | 4 | 1 | X | Large Value |
| KDHCX | DWS CROCI Equity Dividend C | Owns companies we recommend for divestment | 2 | 1 | 4 | 1 | X | Large Value |
| KDHIX | DWS CROCI Equity Dividend Inst | Owns companies we recommend for divestment | 2 | 1 | 4 | 1 | X | Large Value |
| KDHSX | DWS CROCI Equity Dividend S | Owns companies we recommend for divestment | 2 | 1 | 4 | 1 | X | Large Value |
| EAASX | Eaton Vance Atlanta Capital SMID-Cap A | Owns companies we recommend for divestment | 2 | 1 | 0 | 4 | X | Mid-Cap Blend |
| ECASX | Eaton Vance Atlanta Capital SMID-Cap C | Owns companies we recommend for divestment | 2 | 1 | 0 | 4 | X | Mid-Cap Blend |
| EISMX | Eaton Vance Atlanta Capital SMID-Cap I | 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 |
| ERASX | Eaton Vance Atlanta Capital SMID-Cap R6 | Owns companies we recommend for divestment | 2 | 1 | 0 | 4 | X | Mid-Cap Blend |
| MXHTX | Empower International Growth Instl | Owns companies we recommend for divestment | 2 | 1 | 3 | 2 | X | Foreign Large Growth |
| MXIGX | Empower International Growth Inv | Owns companies we recommend for divestment | 2 | 1 | 3 | 2 | X | Foreign Large Growth |
| MXMSX | Empower Small Cap Growth Instl | Owns companies we recommend for divestment | 2 | 1 | 1 | 3 | X | Small Growth |
| MXMTX | Empower Small Cap Growth Investor | Owns companies we recommend for divestment | 2 | 1 | 1 | 3 | X | Small Growth |
| FDV | Federated Hermes US Strategic Dvd ETF | Owns companies we recommend for divestment | 2 | 1 | 4 | 0 | X | Large Value |
| FAOAX | Fidelity Advisor Overseas A | 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 |
| FAOIX | Fidelity Advisor Overseas I | Owns companies we recommend for divestment | 2 | 1 | 5 | 4 | X | Foreign Large Growth |
| FAERX | Fidelity Advisor Overseas M | Owns companies we recommend for divestment | 2 | 1 | 5 | 4 | X | Foreign Large Growth |
| FAOSX | Fidelity Advisor Overseas Z | Owns companies we recommend for divestment | 2 | 1 | 5 | 4 | X | Foreign Large Growth |
| FSLEX | Fidelity Environment & Alternative Engy | Owns companies we recommend for divestment | 2 | 1 | 4 | 2 | V | Industrials |
| FOSFX | Fidelity Overseas | Owns companies we recommend for divestment | 2 | 1 | 5 | 4 | X | Foreign Large Growth |
| FOSKX | Fidelity Overseas K | Owns companies we recommend for divestment | 2 | 1 | 5 | 4 | X | Foreign Large Growth |
| FSOSX | Fidelity Series Overseas | Owns companies we recommend for divestment | 2 | 1 | 5 | 4 | X | Foreign Large Growth |
| SGOVX | First Eagle Overseas A | 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 |
| SGOIX | First Eagle Overseas I | Owns companies we recommend for divestment | 2 | 1 | 1 | 0 | X | Foreign Large Blend |
| FEORX | First Eagle Overseas R6 | Owns companies we recommend for divestment | 2 | 1 | 1 | 0 | X | Foreign Large Blend |
| RBLD | First Trust Alerian US NextGen InfrasETF | Owns companies we recommend for divestment | 2 | 1 | 2 | 0 | X | Industrials |
| XPND | First Trust Expanded Technology ETF | Owns companies we recommend for divestment | 2 | 1 | 6 | 3 | X | Technology |
| FICS | First Trust Intl Developed Cap Strth ETF | Owns companies we recommend for divestment | 2 | 1 | 2 | 2 | X | Foreign Large Growth |
| BRIF | FIS Bright Portfolios Focused Equity ETF | Owns companies we recommend for divestment | 2 | 1 | 4 | 1 | X | Large Blend |
| FORH | Formidable ETF | Owns companies we recommend for divestment | 2 | 1 | 0 | 1 | X | Global Small/Mid Stock |
| FLGB | Franklin FTSE United Kingdom ETF | Owns companies we recommend for divestment | 2 | 1 | 2 | 3 | X | Miscellaneous Region |
| IQM | Franklin Intelligent Machines ETF | Owns companies we recommend for divestment | 2 | 1 | 1 | 3 | X | Technology |
| LVHD | Franklin U.S. Low Volatility Hi Div ETF | Owns companies we recommend for divestment | 2 | 1 | 4 | 1 | X | Large Value |
| GDIIX | Genter Dividend Income | Owns companies we recommend for divestment | 2 | 1 | 4 | 2 | X | Large Value |
| GTCIX | Glenmede Disciplined International EqPtf | Owns companies we recommend for divestment | 2 | 1 | 4 | 2 | X | Foreign Large Value |
| GEQIX | Glenmede Equity Income | Owns companies we recommend for divestment | 2 | 1 | 3 | 2 | X | Large Value |
| FLOW | Global X U.S. Cash Flow Kings 100 ETF | Owns companies we recommend for divestment | 2 | 1 | 4 | 1 | X | Mid-Cap Value |
| GSIHX | Goldman Sachs GQG Ptnrs Intl Opps A | Owns companies we recommend for divestment | 2 | 1 | 2 | 3 | X | Foreign Large Growth |
| GSILX | Goldman Sachs GQG Ptnrs Intl Opps C | Owns companies we recommend for divestment | 2 | 1 | 2 | 3 | X | Foreign Large Growth |
| GSIMX | Goldman Sachs GQG Ptnrs Intl Opps Instl | Owns companies we recommend for divestment | 2 | 1 | 2 | 3 | X | Foreign Large Growth |
| GSINX | Goldman Sachs GQG Ptnrs Intl Opps Inv | Owns companies we recommend for divestment | 2 | 1 | 2 | 3 | X | Foreign Large Growth |
| GGIPX | Goldman Sachs GQG Ptnrs Intl Opps P | Owns companies we recommend for divestment | 2 | 1 | 2 | 3 | X | Foreign Large Growth |
| GSIQX | Goldman Sachs GQG Ptnrs Intl Opps R | Owns companies we recommend for divestment | 2 | 1 | 2 | 3 | X | Foreign Large Growth |
| GSIYX | Goldman Sachs GQG Ptnrs Intl Opps R6 | Owns companies we recommend for divestment | 2 | 1 | 2 | 3 | X | Foreign Large Growth |
| GGOAX | Goldman Sachs Mid Cap Growth A | Owns companies we recommend for divestment | 2 | 1 | 1 | 3 | X | Mid-Cap Growth |
| GGOCX | Goldman Sachs Mid Cap Growth C | Owns companies we recommend for divestment | 2 | 1 | 1 | 3 | X | Mid-Cap Growth |
| GGOIX | Goldman Sachs Mid Cap Growth Instl | Owns companies we recommend for divestment | 2 | 1 | 1 | 3 | X | Mid-Cap Growth |
| GGOTX | Goldman Sachs Mid Cap Growth Inv | Owns companies we recommend for divestment | 2 | 1 | 1 | 3 | X | Mid-Cap Growth |
| GGQPX | Goldman Sachs Mid Cap Growth P | Owns companies we recommend for divestment | 2 | 1 | 1 | 3 | X | Mid-Cap Growth |
| GGORX | Goldman Sachs Mid Cap Growth R | Owns companies we recommend for divestment | 2 | 1 | 1 | 3 | X | Mid-Cap Growth |
| GGOUX | Goldman Sachs Mid Cap Growth R6 | Owns companies we recommend for divestment | 2 | 1 | 1 | 3 | X | Mid-Cap Growth |
| GGOSX | Goldman Sachs Mid Cap Growth Svc | Owns companies we recommend for divestment | 2 | 1 | 1 | 3 | X | Mid-Cap Growth |
| HIAOX | Hartford International Opp HLS IA | 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 |
| 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 |
| 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 |
| IHOVX | Hartford International Opportunities R6 | Owns companies we recommend for divestment | 2 | 1 | 3 | 2 | X | Foreign Large Blend |
| HAOYX | Hartford International Opportunities Y | Owns companies we recommend for divestment | 2 | 1 | 3 | 2 | X | Foreign Large Blend |
| HFMCX | Hartford MidCap A | Owns companies we recommend for divestment | 2 | 1 | 1 | 3 | X | Mid-Cap Growth |
| HMDCX | Hartford MidCap C | Owns companies we recommend for divestment | 2 | 1 | 1 | 3 | X | Mid-Cap Growth |
| HMDFX | Hartford MidCap F | Owns companies we recommend for divestment | 2 | 1 | 1 | 3 | X | Mid-Cap Growth |
| HIMCX | Hartford MidCap HLS IA | Owns companies we recommend for divestment | 2 | 1 | 1 | 3 | X | Mid-Cap Growth |
| 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 | 3 | 0 | X | Foreign Small/Mid Value |
| HRLAX | Hartford Real Asset A | Owns companies we recommend for divestment | 2 | 1 | 4 | 1 | X | Global Allocation |
| HRLCX | Hartford Real Asset C | Owns companies we recommend for divestment | 2 | 1 | 4 | 1 | X | Global Allocation |
| HRLFX | Hartford Real Asset F | Owns companies we recommend for divestment | 2 | 1 | 4 | 1 | X | Global Allocation |
| HRLIX | Hartford Real Asset I | Owns companies we recommend for divestment | 2 | 1 | 4 | 1 | X | Global Allocation |
| HRLRX | Hartford Real Asset R3 | Owns companies we recommend for divestment | 2 | 1 | 4 | 1 | X | Global Allocation |
| HRLSX | Hartford Real Asset R4 | Owns companies we recommend for divestment | 2 | 1 | 4 | 1 | X | Global Allocation |
| HRLTX | Hartford Real Asset R5 | Owns companies we recommend for divestment | 2 | 1 | 4 | 1 | X | Global Allocation |
| HRLZX | Hartford Real Asset R6 | Owns companies we recommend for divestment | 2 | 1 | 4 | 1 | X | Global Allocation |
| HRLYX | Hartford Real Asset Y | Owns companies we recommend for divestment | 2 | 1 | 4 | 1 | X | Global Allocation |
| HDPMX | Hodges Retail | Owns companies we recommend for divestment | 2 | 1 | 3 | 2 | X | Mid-Cap Blend |
| HWNIX | Hotchkis & Wiley International Value I | Owns companies we recommend for divestment | 2 | 1 | 3 | 3 | X | Foreign Large Value |
| HUSEX | Huber Small Cap Value Instl | Owns companies we recommend for divestment | 2 | 1 | 0 | 3 | X | Small Value |
| 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 |
| PRN | Invesco Dorsey Wright IndustrialsMomtETF | Owns companies we recommend for divestment | 2 | 1 | 0 | 2 | X | Industrials |
| KNCT | Invesco Next Gen Connectivity ETF | Owns companies we recommend for divestment | 2 | 1 | 2 | 6 | X | Technology |
| SPHD | Invesco S&P 500® High Div Low Vol ETF | Owns companies we recommend for divestment | 2 | 1 | 2 | 2 | X | Large Value |
| EWU | iShares MSCI United Kingdom ETF | Owns companies we recommend for divestment | 2 | 1 | 2 | 3 | X | Miscellaneous Region |
| 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 |
| 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 |
| JNL Multi-Manager Intl Sm Cp A | Owns companies we recommend for divestment | 2 | 1 | 2 | 0 | X | Foreign Small/Mid Growth |
| JNL Multi-Manager Intl Sm Cp I | Owns companies we recommend for divestment | 2 | 1 | 2 | 0 | X | Foreign Small/Mid Growth |
| 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 |
| JINTX | Johnson International | Owns companies we recommend for divestment | 2 | 1 | 7 | 3 | X | Foreign Large Value |
| JPSV | JPMorgan Active Small Cap Value ETF | Owns companies we recommend for divestment | 2 | 1 | 2 | 1 | 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 |
| LSSIX | Loomis Sayles Small Cap Growth Instl | Owns companies we recommend for divestment | 2 | 1 | 1 | 2 | X | Small Growth |
| LSSNX | Loomis Sayles Small Cap Growth N | Owns companies we recommend for divestment | 2 | 1 | 1 | 2 | X | Small Growth |
| LCGRX | Loomis Sayles Small Cap Growth Retail | Owns companies we recommend for divestment | 2 | 1 | 1 | 2 | X | Small 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 |
| LGOFX | Lord Abbett Growth Opportunities F | 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 |
| 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 |
| 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 |
| DIVL | Madison Dividend Value ETF | Owns companies we recommend for divestment | 2 | 1 | 4 | 0 | X | Large Value |
| 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 |
| BRXSX | MFS Blended Research Intl Eq R2 | 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 |
| BRXUX | MFS Blended Research Intl Eq R4 | Owns companies we recommend for divestment | 2 | 1 | 4 | 1 | X | Foreign Large Blend |
| BRXVX | MFS Blended Research Intl Eq R6 | Owns companies we recommend for divestment | 2 | 1 | 4 | 1 | X | Foreign Large Blend |
| MAIFX | MoA International Fund | Owns companies we recommend for divestment | 2 | 1 | 8 | 4 | X | Foreign Large Value |
| TMFX | Motley Fool Next ETF | Owns companies we recommend for divestment | 2 | 1 | 2 | 3 | X | Mid-Cap Growth |
| 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 |
| Neuberger Berman AMT Mid-Cap Growth I | Owns companies we recommend for divestment | 2 | 1 | 1 | 2 | X | Mid-Cap Growth |
| Neuberger Berman AMT Mid-Cap Growth S | Owns companies we recommend for divestment | 2 | 1 | 1 | 2 | X | Mid-Cap 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 |
| NRILX | Neuberger Berman International Sel R6 | Owns companies we recommend for divestment | 2 | 1 | 5 | 2 | X | Foreign Large Blend |
| NILTX | Neuberger Berman International Sel Tr | Owns companies we recommend for divestment | 2 | 1 | 5 | 2 | X | Foreign Large Blend |
| NINAX | Neuberger Berman Intrinsic Value A | Owns companies we recommend for divestment | 2 | 1 | 2 | 3 | X | Small Blend |
| NINCX | Neuberger Berman Intrinsic Value C | Owns companies we recommend for divestment | 2 | 1 | 2 | 3 | X | Small Blend |
| 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 |
| NMGAX | Neuberger Berman Mid Cap Growth A | Owns companies we recommend for divestment | 2 | 1 | 1 | 2 | X | Mid-Cap Growth |
| NBMBX | Neuberger Berman Mid Cap Growth Adv | 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 |
| 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 |
| 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 |
| TCSEX | Nuveen Quant Small Cap Equity A | Owns companies we recommend for divestment | 2 | 1 | 3 | 3 | X | Small Blend |
| TSCHX | Nuveen Quant Small Cap Equity I | Owns companies we recommend for divestment | 2 | 1 | 3 | 3 | X | Small Blend |
| TSRPX | Nuveen Quant Small Cap Equity Premier | Owns companies we recommend for divestment | 2 | 1 | 3 | 3 | X | Small Blend |
| TISEX | Nuveen Quant Small Cap Equity R6 | Owns companies we recommend for divestment | 2 | 1 | 3 | 3 | X | Small Blend |
| TRSEX | Nuveen Quant Small Cap Equity Ret | Owns companies we recommend for divestment | 2 | 1 | 3 | 3 | X | Small Blend |
| TSCWX | Nuveen Quant Small Cap Equity W | Owns companies we recommend for divestment | 2 | 1 | 3 | 3 | X | Small Blend |
| FRSLX | Nuveen Small/Mid Cap Growth Opp A | Owns companies we recommend for divestment | 2 | 1 | 1 | 3 | X | Mid-Cap Growth |
| FISGX | Nuveen Small/Mid Cap Growth Opp I | Owns companies we recommend for divestment | 2 | 1 | 1 | 3 | X | Mid-Cap Growth |
| FMEFX | Nuveen Small/Mid Cap Growth Opp R6 | Owns companies we recommend for divestment | 2 | 1 | 1 | 3 | X | Mid-Cap Growth |
| IQSM | NYLI Candriam U.S. Mid Cap Equity ETF | Owns companies we recommend for divestment | 2 | 1 | 1 | 2 | V | Mid-Cap 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 |
| OAZIX | Oakmark International R6 | Owns companies we recommend for divestment | 2 | 1 | 4 | 3 | X | Foreign Large Value |
| OFIGX | Oberweis Focused International Gr Fd | Owns companies we recommend for divestment | 2 | 1 | 6 | 1 | X | Foreign Large Growth |
| COWZ | Pacer US Cash Cows 100 ETF | Owns companies we recommend for divestment | 2 | 1 | 5 | 1 | X | Mid-Cap 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 |
| EIEMX | Parametric Emerging Markets I | 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 |
| 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 | 3 | 2 | X | Large Blend |
| PAGHX | Permanent Portfolio Aggressive Growth C | Owns companies we recommend for divestment | 2 | 1 | 3 | 2 | X | Large Blend |
| PAGRX | Permanent Portfolio Aggressive Growth I | Owns companies we recommend for divestment | 2 | 1 | 3 | 2 | X | Large Blend |
| FCUS | Pinnacle Focused Opportunities ETF | Owns companies we recommend for divestment | 2 | 1 | 1 | 2 | X | Mid-Cap Growth |
| 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 |
| PGDRX | Principal Diversified Real Asset R3 | Owns companies we recommend for divestment | 2 | 1 | 4 | 0 | X | Global Allocation |
| PDARX | Principal Diversified Real Asset R6 | Owns companies we recommend for divestment | 2 | 1 | 4 | 0 | X | Global Allocation |
| PGWIX | Principal MidCap Growth Inst | Owns companies we recommend for divestment | 2 | 1 | 2 | 3 | X | Mid-Cap Growth |
| PMGJX | Principal MidCap Growth J | Owns companies we recommend for divestment | 2 | 1 | 2 | 3 | X | Mid-Cap Growth |
| PFPPX | Principal MidCap Growth R3 | Owns companies we recommend for divestment | 2 | 1 | 2 | 3 | X | Mid-Cap Growth |
| PHPPX | Principal MidCap Growth R5 | Owns companies we recommend for divestment | 2 | 1 | 2 | 3 | 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 |
| AMOM | QRAFT AI-Enhanced US Large Cap Mmntm ETF | Owns companies we recommend for divestment | 2 | 1 | 1 | 2 | X | Large Growth |
| REMAX | Russell Inv Emerging Markets A | Owns companies we recommend for divestment | 2 | 1 | 6 | 1 | X | Diversified Emerging Mkts |
| REMCX | Russell Inv Emerging Markets C | Owns companies we recommend for divestment | 2 | 1 | 6 | 1 | X | Diversified Emerging Mkts |
| RMMTX | Russell Inv Emerging Markets M | Owns companies we recommend for divestment | 2 | 1 | 6 | 1 | X | Diversified Emerging Mkts |
| REGRX | Russell Inv Emerging Markets R6 | Owns companies we recommend for divestment | 2 | 1 | 6 | 1 | X | Diversified Emerging Mkts |
| REMSX | Russell Inv Emerging Markets S | Owns companies we recommend for divestment | 2 | 1 | 6 | 1 | X | Diversified Emerging Mkts |
| REMYX | Russell Inv Emerging Markets Y | Owns companies we recommend for divestment | 2 | 1 | 6 | 1 | X | Diversified Emerging Mkts |
| 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 |
| SSMGX | Sit Small Cap Growth | Owns companies we recommend for divestment | 2 | 1 | 0 | 3 | X | Mid-Cap Growth |
| NANR | SPDR S&P® North American Natural Res ETF | Owns companies we recommend for divestment | 2 | 1 | 3 | 0 | X | Natural Resources |
| GNR | SPDR® S&P Global Natural Resources ETF | Owns companies we recommend for divestment | 2 | 1 | 4 | 0 | X | Natural Resources |
| NEWZ | StockSnips AI-Powered Sen US ALL Cp ETF | Owns companies we recommend for divestment | 2 | 1 | 1 | 4 | X | Mid-Cap Blend |
| TRSSX | T. Rowe Price Instl Small-Cap Stock | Owns companies we recommend for divestment | 2 | 1 | 2 | 2 | X | Small Growth |
| OTCFX | T. Rowe Price Small-Cap Stock | Owns companies we recommend for divestment | 2 | 1 | 2 | 2 | X | Small Growth |
| PASSX | T. Rowe Price Small-Cap Stock Adv | Owns companies we recommend for divestment | 2 | 1 | 2 | 2 | X | Small Growth |
| OTIIX | T. Rowe Price Small-Cap Stock I | Owns companies we recommend for divestment | 2 | 1 | 2 | 2 | X | Small Growth |
| TRZZX | T. Rowe Price Small-Cap Stock Z | Owns companies we recommend for divestment | 2 | 1 | 2 | 2 | X | Small Growth |
| TBG | TBG Dividend Focus ETF | Owns companies we recommend for divestment | 2 | 1 | 5 | 1 | X | Large Value |
| PRNT | The 3D Printing ETF | Owns companies we recommend for divestment | 2 | 1 | 3 | 1 | X | Technology |
| 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 |
| TPHE | Timothy Plan High Dividend Stock Enh ETF | Owns companies we recommend for divestment | 2 | 1 | 2 | 1 | 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 |
| 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 |
| Transamerica Mid Cap Growth I2 | 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 |
| 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 |
| VIOPX | VALIC Company I International Opps | Owns companies we recommend for divestment | 2 | 1 | 1 | 1 | X | Foreign Small/Mid Growth |
| SMOT | VanEck Morningstar SMID Moat ETF | Owns companies we recommend for divestment | 2 | 1 | 4 | 4 | X | Mid-Cap Blend |
| 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 |
| 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 |
| MGOYX | Victory Munder Mid-Cap Core Growth Y | Owns companies we recommend for divestment | 2 | 1 | 3 | 5 | X | Mid-Cap Growth |
| VILLX | Villere Balanced Inv | Owns companies we recommend for divestment | 2 | 1 | 2 | 2 | X | Moderately Aggressive Allocation |
| 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 |
| IEDAX | Voya Large Cap Value A | Owns companies we recommend for divestment | 2 | 1 | 4 | 3 | X | Large Value |
| IEDCX | Voya Large Cap Value C | Owns companies we recommend for divestment | 2 | 1 | 4 | 3 | X | Large Value |
| IEDIX | Voya Large Cap Value I | Owns companies we recommend for divestment | 2 | 1 | 4 | 3 | X | Large Value |
| IPEAX | Voya Large Cap Value Port A | Owns companies we recommend for divestment | 2 | 1 | 4 | 3 | X | Large Value |
| IPEIX | Voya Large Cap Value Port I | Owns companies we recommend for divestment | 2 | 1 | 4 | 3 | X | Large Value |
| VLCRX | Voya Large Cap Value Port R6 | Owns companies we recommend for divestment | 2 | 1 | 4 | 3 | X | Large Value |
| IPESX | Voya Large Cap Value Port S | Owns companies we recommend for divestment | 2 | 1 | 4 | 3 | X | Large Value |
| IPETX | Voya Large Cap Value Port S2 | Owns companies we recommend for divestment | 2 | 1 | 4 | 3 | X | Large Value |
| IEDRX | Voya Large Cap Value R | Owns companies we recommend for divestment | 2 | 1 | 4 | 3 | X | Large Value |
| IEDZX | Voya Large Cap Value R6 | Owns companies we recommend for divestment | 2 | 1 | 4 | 3 | X | Large Value |
| IWEDX | Voya Large Cap Value W | Owns companies we recommend for divestment | 2 | 1 | 4 | 3 | X | Large Value |
| NMCAX | Voya MidCap Opportunities A | Owns companies we recommend for divestment | 2 | 1 | 1 | 2 | X | Mid-Cap Growth |
| NMCCX | Voya MidCap Opportunities C | 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 |
| 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 |
| IIGIX | Voya Multi-Manager International Eq I | Owns companies we recommend for divestment | 2 | 1 | 3 | 4 | X | Foreign Large Blend |
| IASAX | VY® American Century Sm-Mid Cp Val A | Owns companies we recommend for divestment | 2 | 1 | 3 | 2 | X | Mid-Cap Value |
| IACIX | VY® American Century Sm-Mid Cp Val I | Owns companies we recommend for divestment | 2 | 1 | 3 | 2 | X | Mid-Cap Value |
| IASSX | VY® American Century Sm-Mid Cp Val S | Owns companies we recommend for divestment | 2 | 1 | 3 | 2 | X | Mid-Cap Value |
| ISMSX | VY® American Century Sm-Mid Cp Val S2 | Owns companies we recommend for divestment | 2 | 1 | 3 | 2 | X | Mid-Cap Value |
| WCMVX | WCM Focused International Equity Ins | Owns companies we recommend for divestment | 2 | 1 | 3 | 1 | X | Foreign Large Blend |
| WLIVX | WCM Focused International Equity Inv | Owns companies we recommend for divestment | 2 | 1 | 3 | 1 | X | Foreign Large Blend |
| WBIIX | William Blair Instl International Gr | Owns companies we recommend for divestment | 2 | 1 | 5 | 4 | X | Foreign Large Growth |
| BIGIX | William Blair International Growth I | Owns companies we recommend for divestment | 2 | 1 | 5 | 4 | X | Foreign Large Growth |
| WBIGX | William Blair International Growth N | Owns companies we recommend for divestment | 2 | 1 | 5 | 4 | X | Foreign Large Growth |
| WBIRX | William Blair International Growth R6 | Owns companies we recommend for divestment | 2 | 1 | 5 | 4 | X | Foreign Large Growth |
| AFGGX | Yorktown Growth A | Owns companies we recommend for divestment | 2 | 1 | 0 | 2 | X | Global Small/Mid Stock |
| APGRX | Yorktown Growth Institutional | Owns companies we recommend for divestment | 2 | 1 | 0 | 2 | X | Global Small/Mid Stock |
| APITX | Yorktown Growth L | Owns companies we recommend for divestment | 2 | 1 | 0 | 2 | X | Global Small/Mid Stock |
| ILOW | AB International Low Volatility Eq ETF | Owns companies we recommend for divestment | 3 | 1 | 6 | 2 | X | Foreign Large Blend |
| 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 |
| 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 |
| AIVEX | American Funds International Vntg F-1 | 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 |
| 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 |
| ARAQX | Aristotle Value Eq A | Owns companies we recommend for divestment | 3 | 1 | 4 | 3 | X | Large Blend |
| ARIQX | Aristotle Value Eq I | Owns companies we recommend for divestment | 3 | 1 | 4 | 3 | X | Large Blend |
| AIQQX | Aristotle Value Equity I-2 | Owns companies we recommend for divestment | 3 | 1 | 4 | 3 | X | Large Blend |
| ARRQX | Aristotle Value Equity R6 | Owns companies we recommend for divestment | 3 | 1 | 4 | 3 | X | Large Blend |
| BSMDX | BlackRock SMID-Cap Growth Equity Instl | Owns companies we recommend for divestment | 3 | 1 | 0 | 3 | X | Mid-Cap Growth |
| BSDAX | BlackRock SMID-Cap Growth Equity Inv A | Owns companies we recommend for divestment | 3 | 1 | 0 | 3 | X | Mid-Cap Growth |
| BSDKX | BlackRock SMID-Cap Growth Equity K | Owns companies we recommend for divestment | 3 | 1 | 0 | 3 | X | Mid-Cap Growth |
| SYLD | Cambria Shareholder Yield ETF | Owns companies we recommend for divestment | 3 | 1 | 4 | 2 | X | Mid-Cap Value |
| CGIE | Capital Group International Equity ETF | Owns companies we recommend for divestment | 3 | 1 | 5 | 3 | X | Foreign Large Growth |
| HAGAX | Carillon Eagle Mid Cap Growth A | Owns companies we recommend for divestment | 3 | 1 | 0 | 3 | X | Mid-Cap Growth |
| HAGCX | Carillon Eagle Mid Cap Growth C | Owns companies we recommend for divestment | 3 | 1 | 0 | 3 | X | Mid-Cap 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 |
| 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 |
| DIDEX | Driehaus International Developed Equity | Owns companies we recommend for divestment | 3 | 1 | 2 | 2 | X | Foreign Large Growth |
| DASVX | Dunham Small Cap Value A | Owns companies we recommend for divestment | 3 | 1 | 2 | 2 | X | Small Value |
| DCSVX | Dunham Small Cap Value C | Owns companies we recommend for divestment | 3 | 1 | 2 | 2 | X | Small Value |
| DNSVX | Dunham Small Cap Value N | Owns companies we recommend for divestment | 3 | 1 | 2 | 2 | X | Small Value |
| 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 |
| FESM | Fidelity Enhanced Small Cap ETF | Owns companies we recommend for divestment | 3 | 1 | 5 | 3 | X | Small Blend |
| FFDI | Fidelity Fundamental Developed Intl ETF | Owns companies we recommend for divestment | 3 | 1 | 6 | 2 | X | Foreign Large Blend |
| FFGX | Fidelity Fundamental Global ex-U.S. ETF | Owns companies we recommend for divestment | 3 | 1 | 6 | 2 | X | Foreign Large Blend |
| 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 |
| FSSJX | Fidelity Series Select Intl Sm Cp | Owns companies we recommend for divestment | 3 | 1 | 3 | 0 | X | Foreign Small/Mid Blend |
| FDT | First Trust Dev Mkts Ex-US AlphaDEX® ETF | Owns companies we recommend for divestment | 3 | 1 | 9 | 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 |
| TLTE | FlexShares Mstar EmgMkts FctTilt ETF | Owns companies we recommend for divestment | 3 | 1 | 12 | 1 | X | Diversified Emerging Mkts |
| FRBSX | Franklin Mutual U.S. Mid Cap Value A | Owns companies we recommend for divestment | 3 | 1 | 2 | 3 | X | Mid-Cap Value |
| FBSAX | Franklin Mutual U.S. Mid Cap Value Adv | Owns companies we recommend for divestment | 3 | 1 | 2 | 3 | X | Mid-Cap Value |
| FCBSX | Franklin Mutual U.S. Mid Cap Value C | Owns companies we recommend for divestment | 3 | 1 | 2 | 3 | X | Mid-Cap Value |
| FBSRX | Franklin Mutual U.S. Mid Cap Value R | Owns companies we recommend for divestment | 3 | 1 | 2 | 3 | X | Mid-Cap Value |
| FBSIX | Franklin Mutual U.S. Mid Cap Value R6 | Owns companies we recommend for divestment | 3 | 1 | 2 | 3 | X | Mid-Cap 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 |
| HAOSX | Harbor International Core Institutional | Owns companies we recommend for divestment | 3 | 1 | 8 | 2 | X | Foreign Large Blend |
| HAONX | Harbor International Core Investor | Owns companies we recommend for divestment | 3 | 1 | 8 | 2 | X | Foreign Large Blend |
| HAORX | Harbor International Core Retirement | Owns companies we recommend for divestment | 3 | 1 | 8 | 2 | X | Foreign Large Blend |
| HRLVX | Harbor Large Cap Value Admin | Owns companies we recommend for divestment | 3 | 1 | 4 | 3 | X | Large Blend |
| HAVLX | Harbor Large Cap Value Instl | Owns companies we recommend for divestment | 3 | 1 | 4 | 3 | X | Large Blend |
| HILVX | Harbor Large Cap Value Inv | Owns companies we recommend for divestment | 3 | 1 | 4 | 3 | X | Large Blend |
| HNLVX | Harbor Large Cap Value Retirement | Owns companies we recommend for divestment | 3 | 1 | 4 | 3 | 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 |
| HFDSX | Hartford Schroders US MidCap Opps R4 | 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 |
| 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 |
| IDHQ | Invesco S&P International Dev Qual ETF | Owns companies we recommend for divestment | 3 | 1 | 7 | 3 | X | Foreign Large Growth |
| ISVL | iShares Intl Dev Sm Cp Val Fctr ETF | Owns companies we recommend for divestment | 3 | 1 | 6 | 0 | X | Foreign Small/Mid Value |
| JDMAX | Janus Henderson Enterprise A | Owns companies we recommend for divestment | 3 | 1 | 1 | 4 | X | Mid-Cap Growth |
| JGRCX | Janus Henderson Enterprise C | 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 |
| 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 |
| JAAGX | Janus Henderson VIT Enterprise Instl | Owns companies we recommend for divestment | 3 | 1 | 1 | 4 | X | Mid-Cap Growth |
| Janus Henderson VIT Enterprise Svc | Owns companies we recommend for divestment | 3 | 1 | 1 | 4 | X | Mid-Cap Growth |
| JIJAX | JHancock International Dynamic Gr A | Owns companies we recommend for divestment | 3 | 1 | 4 | 3 | X | Foreign Large Growth |
| JIJCX | JHancock International Dynamic Gr C | Owns companies we recommend for divestment | 3 | 1 | 4 | 3 | X | Foreign Large Growth |
| JIJIX | JHancock International Dynamic Gr I | Owns companies we recommend for divestment | 3 | 1 | 4 | 3 | X | Foreign Large Growth |
| JHancock International Dynamic Gr NAV | Owns companies we recommend for divestment | 3 | 1 | 4 | 3 | X | Foreign Large Growth |
| JIJRX | JHancock International Dynamic Gr R6 | Owns companies we recommend for divestment | 3 | 1 | 4 | 3 | X | Foreign Large Growth |
| JNL/Causeway International Value Sel A | Owns companies we recommend for divestment | 3 | 1 | 3 | 1 | X | Foreign Large Value |
| JNL/Causeway International Value Sel I | Owns companies we recommend for divestment | 3 | 1 | 3 | 1 | X | Foreign Large Value |
| IVIAX | Macquarie International Core Eq A | 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 |
| ICEIX | Macquarie International Core Eq I | Owns companies we recommend for divestment | 3 | 1 | 3 | 3 | X | Foreign Large Blend |
| IYITX | Macquarie International Core Eq R | Owns companies we recommend for divestment | 3 | 1 | 3 | 3 | X | Foreign Large Blend |
| 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 |
| MOSAX | MassMutual Overseas A | Owns companies we recommend for divestment | 3 | 1 | 7 | 4 | X | Foreign Large Blend |
| MOSLX | MassMutual Overseas Adm | 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 |
| MOSNX | MassMutual Overseas R3 | Owns companies we recommend for divestment | 3 | 1 | 7 | 4 | X | Foreign Large Blend |
| 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 |
| MDLV | Morgan Dempsey Large Cap Value ETF | Owns companies we recommend for divestment | 3 | 1 | 6 | 3 | X | Large Value |
| SEVAX | NAA SMid Cap Value A | Owns companies we recommend for divestment | 3 | 1 | 0 | 4 | X | Small Value |
| SEVSX | NAA SMid Cap Value C | Owns companies we recommend for divestment | 3 | 1 | 0 | 4 | X | Small Value |
| SVUIX | NAA SMid Cap Value Institutional | Owns companies we recommend for divestment | 3 | 1 | 0 | 4 | X | Small Value |
| SEVPX | NAA SMid Cap Value P | Owns companies we recommend for divestment | 3 | 1 | 0 | 4 | X | Small Value |
| NEEIX | Needham Growth Institutional | Owns companies we recommend for divestment | 3 | 1 | 5 | 3 | X | Mid-Cap Growth |
| NEEGX | Needham Growth Retail | Owns companies we recommend for divestment | 3 | 1 | 5 | 3 | X | Mid-Cap Growth |
| SCHE | Schwab Emerging Markets Equity ETF™ | Owns companies we recommend for divestment | 3 | 1 | 7 | 1 | X | Diversified Emerging Mkts |
| 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 |
| SSCDX | Sit Small Cap Dividend Growth I | Owns companies we recommend for divestment | 3 | 1 | 0 | 4 | X | Small Blend |
| SDFSX | Sit Small Cap Dividend Growth S | Owns companies we recommend for divestment | 3 | 1 | 0 | 4 | X | Small Blend |
| PRDSX | T. Rowe Price Integrated US Sm Gr Eq | Owns companies we recommend for divestment | 3 | 1 | 1 | 4 | X | Small Growth |
| TQAAX | T. Rowe Price Integrated US Sm Gr Eq Adv | Owns companies we recommend for divestment | 3 | 1 | 1 | 4 | X | Small Growth |
| TQAIX | T. Rowe Price Integrated US Sm Gr Eq I | Owns companies we recommend for divestment | 3 | 1 | 1 | 4 | X | Small Growth |
| PWRD | TCW Transform Systems ETF | Owns companies we recommend for divestment | 3 | 1 | 4 | 2 | V | Large Blend |
| BIGTX | The Texas I | Owns companies we recommend for divestment | 3 | 1 | 4 | 3 | X | Mid-Cap Blend |
| CZAR | Themes Natural Monopoly ETF | Owns companies we recommend for divestment | 3 | 1 | 8 | 2 | X | Global Large-Stock Blend |
| Thrivent Core International Equity | Owns companies we recommend for divestment | 3 | 1 | 11 | 5 | X | Foreign Large Blend |
| TEGAX | Touchstone Mid Cap Growth A | Owns companies we recommend for divestment | 3 | 1 | 1 | 3 | X | Mid-Cap Growth |
| TOECX | Touchstone Mid Cap Growth C | 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 |
| 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 |
| 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 |
| ESGX | Tuttle Capital Shareholders Fst Idx ETF | Owns companies we recommend for divestment | 3 | 1 | 2 | 3 | X | Large Blend |
| MOTG | VanEck Morningstar Glb Wd Mt ETF | Owns companies we recommend for divestment | 3 | 1 | 4 | 5 | X | Global Large-Stock Blend |
| MVAL | VanEck Morningstar Wide Moat Value ETF | Owns companies we recommend for divestment | 3 | 1 | 4 | 3 | X | Large Value |
| VEMAX | Vanguard Emerging Mkts Stock Idx Adm | Owns companies we recommend for divestment | 3 | 1 | 8 | 1 | X | Diversified Emerging Mkts |
| VEMRX | Vanguard Emerging Mkts Stock Idx InsPlus | Owns companies we recommend for divestment | 3 | 1 | 8 | 1 | X | Diversified Emerging Mkts |
| VEMIX | Vanguard Emerging Mkts Stock Idx Instl | Owns companies we recommend for divestment | 3 | 1 | 8 | 1 | X | Diversified Emerging Mkts |
| VEIEX | Vanguard Emerging Mkts Stock Idx Inv | Owns companies we recommend for divestment | 3 | 1 | 8 | 1 | X | Diversified Emerging Mkts |
| VWO | Vanguard FTSE Emerging Markets ETF | Owns companies we recommend for divestment | 3 | 1 | 8 | 1 | X | Diversified Emerging Mkts |
| 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 |
| WCMYX | WCM Quality Dividend Growth Inst | Owns companies we recommend for divestment | 3 | 1 | 5 | 3 | X | Large Value |
| WQDGX | WCM Quality Dividend Growth Investor | Owns companies we recommend for divestment | 3 | 1 | 5 | 3 | X | Large Value |
| IMOM | Alpha Architect Intl Quant Momt ETF | Owns companies we recommend for divestment | 4 | 1 | 3 | 1 | X | Foreign Large Blend |
| BAHAX | Brown Advisory WMC Strat Eurp Eq Adv | Owns companies we recommend for divestment | 4 | 1 | 4 | 2 | X | Europe Stock |
| BAFHX | Brown Advisory WMC Strat Eurp Eq Instl | Owns companies we recommend for divestment | 4 | 1 | 4 | 2 | X | Europe Stock |
| BIAHX | Brown Advisory WMC Strat Eurp Eq Inv | Owns companies we recommend for divestment | 4 | 1 | 4 | 2 | X | Europe Stock |
| CGDG | Capital Group Dividend Growers ETF | Owns companies we recommend for divestment | 4 | 1 | 5 | 5 | X | Global Large-Stock 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 |
| CSVZX | Columbia Select Large Cap Value Inst | Owns companies we recommend for divestment | 4 | 1 | 6 | 2 | X | Large Value |
| SLVIX | Columbia Select Large Cap Value Inst2 | 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 |
| SLVRX | Columbia Select Large Cap Value R | Owns companies we recommend for divestment | 4 | 1 | 6 | 2 | X | Large Value |
| CSVGX | Columbia Select Large Cap Value S | Owns companies we recommend for divestment | 4 | 1 | 6 | 2 | X | Large Value |
| 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 |
| FSGS | First Trust SMID Growth Strength ETF | Owns companies we recommend for divestment | 4 | 1 | 0 | 4 | X | Small Value |
| HRINX | Harbor International Administrative | Owns companies we recommend for divestment | 4 | 1 | 7 | 2 | X | Foreign Large Blend |
| HAINX | Harbor International Institutional | Owns companies we recommend for divestment | 4 | 1 | 7 | 2 | X | Foreign Large Blend |
| HIINX | Harbor International Investor | Owns companies we recommend for divestment | 4 | 1 | 7 | 2 | X | Foreign Large Blend |
| HNINX | Harbor International Retirement | Owns companies we recommend for divestment | 4 | 1 | 7 | 2 | X | Foreign Large Blend |
| 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 |
| OSGIX | JPMorgan Mid Cap Growth A | Owns companies we recommend for divestment | 4 | 1 | 1 | 4 | X | Mid-Cap Growth |
| OMGCX | JPMorgan Mid Cap Growth C | Owns companies we recommend for divestment | 4 | 1 | 1 | 4 | X | Mid-Cap Growth |
| HLGEX | JPMorgan Mid Cap Growth I | Owns companies we recommend for divestment | 4 | 1 | 1 | 4 | X | Mid-Cap Growth |
| JMGZX | JPMorgan Mid Cap Growth R2 | Owns companies we recommend for divestment | 4 | 1 | 1 | 4 | X | Mid-Cap Growth |
| JMGPX | JPMorgan Mid Cap Growth R3 | Owns companies we recommend for divestment | 4 | 1 | 1 | 4 | X | Mid-Cap Growth |
| JMGQX | JPMorgan Mid Cap Growth R4 | Owns companies we recommend for divestment | 4 | 1 | 1 | 4 | X | Mid-Cap Growth |
| JMGFX | JPMorgan Mid Cap Growth R5 | Owns companies we recommend for divestment | 4 | 1 | 1 | 4 | X | Mid-Cap Growth |
| JMGMX | JPMorgan Mid Cap Growth R6 | Owns companies we recommend for divestment | 4 | 1 | 1 | 4 | X | Mid-Cap Growth |
| RUNN | Running Oak Efficient Growth ETF | Owns companies we recommend for divestment | 4 | 1 | 3 | 6 | X | Mid-Cap Blend |
| TXS | Texas Capital Texas Equity Index ETF | Owns companies we recommend for divestment | 4 | 1 | 4 | 3 | X | Mid-Cap Blend |
| UBVAX | Undiscovered Managers Behavioral Val A | Owns companies we recommend for divestment | 4 | 1 | 2 | 3 | X | Small Value |
| UBVCX | Undiscovered Managers Behavioral Val C | Owns companies we recommend for divestment | 4 | 1 | 2 | 3 | X | Small Value |
| UBVSX | Undiscovered Managers Behavioral Val I | Owns companies we recommend for divestment | 4 | 1 | 2 | 3 | X | Small Value |
| UBVLX | Undiscovered Managers Behavioral Val L | Owns companies we recommend for divestment | 4 | 1 | 2 | 3 | X | Small Value |
| UBVRX | Undiscovered Managers Behavioral Val R2 | Owns companies we recommend for divestment | 4 | 1 | 2 | 3 | X | Small Value |
| UBVTX | Undiscovered Managers Behavioral Val R3 | Owns companies we recommend for divestment | 4 | 1 | 2 | 3 | X | Small Value |
| UBVUX | Undiscovered Managers Behavioral Val R4 | Owns companies we recommend for divestment | 4 | 1 | 2 | 3 | X | Small Value |
| UBVVX | Undiscovered Managers Behavioral Val R5 | Owns companies we recommend for divestment | 4 | 1 | 2 | 3 | X | Small Value |
| UBVFX | Undiscovered Managers Behavioral Val R6 | Owns companies we recommend for divestment | 4 | 1 | 2 | 3 | X | Small Value |
| 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 |
| 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 |
| FQTEX | Franklin Templeton SMACS: Series E Adv | Owns companies we recommend for divestment | 5 | 1 | 7 | 1 | X | Moderately Aggressive Allocation |
| PIZ | Invesco DW Developed Markets Momt ETF | Owns companies we recommend for divestment | 5 | 1 | 6 | 2 | X | Foreign Large Growth |
| BUYO | KraneShares Man Buyout Beta Index ETF | Owns companies we recommend for divestment | 5 | 1 | 4 | 6 | X | Mid-Cap Blend |
| FDIV | MarketDesk Focused U.S. Dividend ETF | Owns companies we recommend for divestment | 5 | 1 | 6 | 3 | X | Mid-Cap Value |
| Neuberger Berman AMT M/C Intrinsic Val I | Owns companies we recommend for divestment | 5 | 1 | 4 | 5 | X | Mid-Cap Value |
| Neuberger Berman AMT M/C Intrinsic Val S | Owns companies we recommend for divestment | 5 | 1 | 4 | 5 | X | Mid-Cap Value |
| NBRAX | Neuberger Berman M/C Intrinsic Val A | Owns companies we recommend for divestment | 5 | 1 | 4 | 5 | X | Mid-Cap Value |
| NBRCX | Neuberger Berman M/C Intrinsic Val C | Owns companies we recommend for divestment | 5 | 1 | 4 | 5 | X | Mid-Cap Value |
| NBRTX | Neuberger Berman M/C Intrinsic Val Inst | Owns companies we recommend for divestment | 5 | 1 | 4 | 5 | X | Mid-Cap Value |
| NBRVX | Neuberger Berman M/C Intrinsic Val Inv | Owns companies we recommend for divestment | 5 | 1 | 4 | 5 | X | Mid-Cap Value |
| NBRRX | Neuberger Berman M/C Intrinsic Val R3 | Owns companies we recommend for divestment | 5 | 1 | 4 | 5 | X | Mid-Cap Value |
| NBMRX | Neuberger Berman M/C Intrinsic Val R6 | Owns companies we recommend for divestment | 5 | 1 | 4 | 5 | X | Mid-Cap Value |
| NBREX | Neuberger Berman M/C Intrinsic Val Tr | Owns companies we recommend for divestment | 5 | 1 | 4 | 5 | X | Mid-Cap Value |
| NMIEX | Northern Active M International Equity | Owns companies we recommend for divestment | 5 | 1 | 6 | 2 | X | Foreign Large Blend |
| SFREX | Schwab Fundamental Global Real Estt Idx | Owns companies we recommend for divestment | 5 | 1 | 4 | 1 | X | Global Real Estate |
| TRIGX | T. Rowe Price International Value Eq | Owns companies we recommend for divestment | 5 | 1 | 8 | 3 | X | Foreign Large Value |
| PAIGX | T. Rowe Price International Value Eq Adv | Owns companies we recommend for divestment | 5 | 1 | 8 | 3 | X | Foreign Large Value |
| TRTIX | T. Rowe Price International Value Eq I | Owns companies we recommend for divestment | 5 | 1 | 8 | 3 | X | Foreign Large Value |
| RRIGX | T. Rowe Price International Value Eq R | Owns companies we recommend for divestment | 5 | 1 | 8 | 3 | X | Foreign Large Value |
| TROZX | T. Rowe Price International Value Eq Z | Owns companies we recommend for divestment | 5 | 1 | 8 | 3 | X | Foreign Large Value |
| TWAAX | Thrivent International Equity A | Owns companies we recommend for divestment | 5 | 1 | 18 | 5 | X | Foreign Large Blend |
| TWAIX | Thrivent International Equity S | Owns companies we recommend for divestment | 5 | 1 | 18 | 5 | X | Foreign Large Blend |
| VMGRX | Vanguard Mid Cap Growth Inv | Owns companies we recommend for divestment | 5 | 1 | 2 | 7 | X | Mid-Cap Growth |
| UIVM | VictoryShares International Val MomtETF | Owns companies we recommend for divestment | 5 | 1 | 12 | 2 | X | Foreign Large Value |
| VICAX | USA Mutuals Vice A | Owns companies we recommend for divestment | 6 | 1 | 5 | 4 | X | Global Large-Stock Blend |
| VICCX | USA Mutuals Vice C | Owns companies we recommend for divestment | 6 | 1 | 5 | 4 | X | Global Large-Stock Blend |
| 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 |
| DTH | WisdomTree International High Div ETF | Owns companies we recommend for divestment | 6 | 1 | 15 | 2 | X | Foreign Large Value |
| DISVX | DFA International Small Cap Value I | Owns companies we recommend for divestment | 7 | 1 | 12 | 0 | X | Foreign Small/Mid Value |
| 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 |
| AVIV | Avantis International Large Cap Val ETF | Owns companies we recommend for divestment | 8 | 1 | 24 | 3 | X | Foreign Large Value |
| FTWO | Strive Natural Resources and SecurityETF | Owns companies we recommend for divestment | 9 | 1 | 10 | 6 | X | Miscellaneous Sector |
| FSDAX | Fidelity Select Defense & Aerospace | Owns companies we recommend for divestment | 12 | 1 | 10 | 9 | X | Industrials |
| AVDV | Avantis International Small Cap Val ETF | Owns companies we recommend for divestment | 13 | 1 | 24 | 0 | X | Foreign Small/Mid Value |
| GCAD | Gabelli Commercial Aerospace & Dfns ETF | Owns companies we recommend for divestment | 13 | 1 | 12 | 10 | X | Industrials |
| TPAIX | Timothy Plan Israel Common Values A | Owns companies we recommend for divestment | 14 | 1 | 21 | 1 | X | Miscellaneous Region |
| TPCIX | Timothy Plan Israel Common Values C | Owns companies we recommend for divestment | 14 | 1 | 21 | 1 | X | Miscellaneous Region |
| TICIX | Timothy Plan Israel Common Values I | Owns companies we recommend for divestment | 14 | 1 | 21 | 1 | X | Miscellaneous Region |
| GWX | SPDR® S&P® International Small Cap ETF | Owns companies we recommend for divestment | 17 | 1 | 30 | 1 | X | Foreign Small/Mid Blend |
| DWUSX | DFA World ex US Targeted Val Instl | Owns companies we recommend for divestment | 18 | 1 | 38 | 0 | X | Foreign Small/Mid Value |
| WPASX | AB Concentrated Growth A | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 2 | X | Large Growth |
| WPSGX | AB Concentrated Growth Advisor | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 2 | X | Large Growth |
| WPCSX | AB Concentrated Growth C | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 2 | X | Large Growth |
| WPSIX | AB Concentrated Growth I | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 2 | X | Large Growth |
| WPSZX | AB Concentrated Growth Z | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 2 | X | Large Growth |
| JSTC | Adasina Social Justice All Cp Glbl ETF | Owns companies we recommend for divestment | 0 | 2 | 7 | 2 | V | Global Large-Stock Blend |
| ATFV | Alger 35 ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 2 | X | Large Growth |
| ATVPX | Alger 35 Z | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 2 | X | Large Growth |
| AMIGX | Amana Growth Institutional | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 2 | V | Large Growth |
| AMAGX | Amana Growth Investor | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 2 | V | Large Growth |
| AGGRX | American Century Focused Global Gr A | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 2 | X | Global Large-Stock Growth |
| AGLCX | American Century Focused Global Gr C | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 2 | X | Global Large-Stock Growth |
| AGGIX | American Century Focused Global Gr I | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 2 | X | Global Large-Stock Growth |
| TWGGX | American Century Focused Global Gr Inv | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 2 | X | Global Large-Stock Growth |
| AGORX | American Century Focused Global Gr R | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 2 | X | Global Large-Stock Growth |
| AGFGX | American Century Focused Global Gr R5 | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 2 | X | Global Large-Stock Growth |
| AGGDX | American Century Focused Global Gr R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 2 | X | Global Large-Stock Growth |
| AGYGX | American Century Focused Global Gr Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 2 | X | Global Large-Stock Growth |
| BRWIX | AMG Boston Common Global Impact I | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 4 | V | Global Large-Stock Blend |
| ABMIX | AMG River Road Mid Cap Value I | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 1 | X | Mid-Cap Value |
| CHTTX | AMG River Road Mid Cap Value N | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 1 | X | Mid-Cap Value |
| ABIZX | AMG River Road Mid Cap Value Z | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 1 | X | Mid-Cap Value |
| APDQX | Artisan Mid Cap Value Advisor | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 1 | X | Mid-Cap Value |
| APHQX | Artisan Mid Cap Value Institutional | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 1 | X | Mid-Cap Value |
| ARTQX | Artisan Mid Cap Value Investor | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 1 | X | Mid-Cap Value |
| BIOIX | Baron Opportunity Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 2 | X | Large Growth |
| BIOUX | Baron Opportunity R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 2 | X | Large Growth |
| BIOPX | Baron Opportunity Retail | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 2 | X | Large Growth |
| BMPEX | Beck Mack + Oliver Partners | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 2 | X | Large Blend |
| BFONX | Biondo Focus Investor | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 2 | X | Large Growth |
| BWEB | Bitwise Web3 ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 3 | X | Technology |
| MAEGX | BlackRock Unconstrained Equity Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 3 | X | Global Large-Stock Growth |
| MDEGX | BlackRock Unconstrained Equity Inv A | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 3 | X | Global Large-Stock Growth |
| MCEGX | BlackRock Unconstrained Equity Inv C | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 3 | X | Global Large-Stock Growth |
| MKEAX | BlackRock Unconstrained Equity K | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 3 | X | Global Large-Stock Growth |
| MREGX | BlackRock Unconstrained Equity R | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 3 | X | Global Large-Stock Growth |
| BCIFX | Blue Chip Investor | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 1 | X | Large Value |
| CGAEX | Calvert Global Energy Solutions A | Owns companies we recommend for divestment | 0 | 2 | 9 | 2 | V | Global Small/Mid Stock |
| CGACX | Calvert Global Energy Solutions C | Owns companies we recommend for divestment | 0 | 2 | 9 | 2 | V | Global Small/Mid Stock |
| CAEIX | Calvert Global Energy Solutions I | Owns companies we recommend for divestment | 0 | 2 | 9 | 2 | V | Global Small/Mid Stock |
| MYLD | Cambria Micro and Smcp Shld Yld ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 0 | X | Small Value |
| CWSAX | Carillon Chartwell Small Cap Growth A | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 3 | X | Small Growth |
| CWSBX | Carillon Chartwell Small Cap Growth C | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 3 | X | Small Growth |
| CWSGX | Carillon Chartwell Small Cap Growth I | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 3 | X | Small Growth |
| CWSRX | Carillon Chartwell Small Cap Growth R-6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 3 | X | Small Growth |
| TANDX | Castle Tandem Institutional | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 2 | X | Large Blend |
| INSAX | Catalyst Insider Buying A | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 2 | X | Mid-Cap Growth |
| INSCX | Catalyst Insider Buying C | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 2 | X | Mid-Cap Growth |
| INSIX | Catalyst Insider Buying I | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 2 | X | Mid-Cap Growth |
| CLTAX | Catalyst/Lyons Tactical Allocation A | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 1 | X | Tactical Allocation |
| CLTCX | Catalyst/Lyons Tactical Allocation C | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 1 | X | Tactical Allocation |
| CLTIX | Catalyst/Lyons Tactical Allocation I | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 1 | X | Tactical Allocation |
| OWLLX | Channing Intrinsic Value Sm-Cp Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 2 | X | Small Blend |
| CSMIX | Columbia Small Cap Value I A | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 2 | X | Small Value |
| CSSCX | Columbia Small Cap Value I C | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 2 | X | Small Value |
| CSCZX | Columbia Small Cap Value I Inst | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 2 | X | Small Value |
| CUURX | Columbia Small Cap Value I Inst2 | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 2 | X | Small Value |
| CSVYX | Columbia Small Cap Value I Inst3 | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 2 | X | Small Value |
| CSVRX | Columbia Small Cap Value I R | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 2 | X | Small Value |
| CSCQX | Columbia Small Cap Value I S | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 2 | X | Small Value |
| DSCIX | Dana Epiphany Small Cap Eq Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 2 | X | Small Growth |
| DHLTX | Diamond Hill Select I | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 2 | X | Mid-Cap Value |
| DHTAX | Diamond Hill Select Inv | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 2 | X | Mid-Cap Value |
| DHTYX | Diamond Hill Select Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 2 | X | Mid-Cap Value |
| LEADX | Domini International Opportunities Ins | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 7 | 1 | V | Foreign Large Blend |
| RISEX | Domini International Opportunities Inv | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 7 | 1 | V | Foreign Large Blend |
| DAFGX | Dunham Focused Large Cap Growth A | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 3 | X | Large Growth |
| DCFGX | Dunham Focused Large Cap Growth C | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 3 | X | Large Growth |
| DNFGX | Dunham Focused Large Cap Growth N | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 3 | X | Large Growth |
| COMAX | DWS Digital Horizons A | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 4 | 3 | X | Communications |
| COMZX | DWS Digital Horizons Inst | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 4 | 3 | X | Communications |
| COMSX | DWS Digital Horizons S | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 4 | 3 | X | Communications |
| DURAX | DWS ESG International Core Eq A | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 5 | 3 | V | Foreign Large Blend |
| DURCX | DWS ESG International Core Eq C | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 5 | 3 | V | Foreign Large Blend |
| DURIX | DWS ESG International Core Eq Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 5 | 3 | V | Foreign Large Blend |
| DURSX | DWS ESG International Core Eq S | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 5 | 3 | V | Foreign Large Blend |
| ERLGX | Eaton Vance Atlanta Capital Fcs Gr R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 3 | X | Large Growth |
| EAALX | Eaton Vance Atlanta Capital Focused Gr A | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 3 | X | Large Growth |
| EAGCX | Eaton Vance Atlanta Capital Focused Gr C | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 3 | X | Large Growth |
| EILGX | Eaton Vance Atlanta Capital Focused Gr I | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 3 | X | Large Growth |
| EAFVX | Eaton Vance Focused Value Opps A | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 2 | X | Large Value |
| ECFVX | Eaton Vance Focused Value Opps C | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 2 | X | Large Value |
| EIFVX | Eaton Vance Focused Value Opps I | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 2 | X | Large Value |
| FAMWX | FAM Value Institutional | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 1 | X | Mid-Cap Blend |
| FAMVX | FAM Value Investor | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 1 | X | Mid-Cap Blend |
| FGDMX | Fidelity Advisor Communication ServicesA | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 3 | X | Communications |
| FGHMX | Fidelity Advisor Communication ServicesC | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 3 | X | Communications |
| FGJMX | Fidelity Advisor Communication ServicesI | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 3 | X | Communications |
| FGEMX | Fidelity Advisor Communication ServicesM | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 3 | X | Communications |
| FGKMX | Fidelity Advisor Communication ServicesZ | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 3 | X | Communications |
| FARMX | Fidelity Agricultural Productivity | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 0 | X | Natural Resources |
| FMET | Fidelity Metaverse ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 2 | X | Communications |
| FCOM | Fidelity MSCI Communication ServicesETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 4 | 3 | X | Communications |
| FSAVX | Fidelity Select Automotive Port | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 3 | X | Consumer Cyclical |
| FBMPX | Fidelity Select Communication Services | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 3 | X | Communications |
| FBSOX | Fidelity Select Enterprise Tech Svcs | Owns companies we recommend for divestment | 0 | 2 | 4 | 2 | X | Technology |
| FSHCX | Fidelity Select Health Care Svcs Port | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 0 | X | Health |
| FTXR | First Trust Nasdaq Transportation ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 2 | X | Industrials |
| FEDM | FlexShares ESG&Clmt Dev Mkts ex-US Cr | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 10 | 5 | V | Foreign Large Blend |
| MBOX | Freedom Day Dividend ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 2 | X | Large Value |
| DIV | Global X SuperDividend™ US ETF | Owns companies we recommend for divestment | 0 | 2 | 1 | 1 | X | Mid-Cap Value |
| GBUY | Goldman Sachs Future Consumer Equity ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 2 | X | Global Large-Stock Growth |
| GOODX | GoodHaven | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 1 | X | Large Value |
| GQFIX | GQG Partners Global Quality Value Fd Ins | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 3 | X | Global Large-Stock Value |
| GQFPX | GQG Partners Global Quality Value Fd Inv | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 3 | X | Global Large-Stock Value |
| GFGEX | Guardian Fundamental Glb Eq instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 3 | X | Global Large-Stock Growth |
| GDIV | Harbor Dividend Growth Leaders ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 2 | X | Large Blend |
| HGHAX | Hartford Healthcare A | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 1 | X | Health |
| HGHCX | Hartford Healthcare C | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 1 | X | Health |
| HGHFX | Hartford Healthcare F | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 1 | X | Health |
| HIAHX | Hartford Healthcare HLS IA | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 1 | X | Health |
| HBGHX | Hartford Healthcare HLS IB | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 1 | X | Health |
| HGHIX | Hartford Healthcare I | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 1 | X | Health |
| HGHRX | Hartford Healthcare R3 | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 1 | X | Health |
| HGHSX | Hartford Healthcare R4 | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 1 | X | Health |
| HGHTX | Hartford Healthcare R5 | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 1 | X | Health |
| HGHVX | Hartford Healthcare R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 1 | X | Health |
| HGHYX | Hartford Healthcare Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 1 | X | Health |
| STNC | Hennessy Stance ESG ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 1 | V | Large Blend |
| HWSAX | Hotchkis & Wiley Small Cap Value A | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 2 | X | Small Value |
| HWSCX | Hotchkis & Wiley Small Cap Value C | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 2 | X | Small Value |
| HWSIX | Hotchkis & Wiley Small Cap Value I | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 2 | X | Small Value |
| HWSZX | Hotchkis & Wiley Small Cap Value Z | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 2 | X | Small Value |
| HSOAX | HSBC Radiant US Smaller Companies A | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 2 | V | Small Growth |
| RESCX | HSBC Radiant US Smaller Companies I | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 2 | V | Small Growth |
| ICTEX | ICON Health and Information Tech Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 2 | X | Technology |
| ICTTX | ICON Health and Information Tech Inv | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 2 | X | Technology |
| SCAP | InfraCap Small Cap Income ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 2 | X | Small Value |
| FDLS | Inspire Fidelis Multi Factor ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 1 | X | Mid-Cap Blend |
| ICMVX | Intrepid Capital Institutional | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 3 | X | Moderate Allocation |
| ICMBX | Intrepid Capital Investor | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 3 | X | Moderate Allocation |
| PEZ | Invesco DW Consumer Cyclicals Momt ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 1 | X | Consumer Cyclical |
| PSL | Invesco DW Consumer Staples Momt ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 0 | X | Consumer Defensive |
| KBWR | Invesco KBW Regional Banking ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 2 | X | Financial |
| RSPC | Invesco S&P 500® Eql Wght Comm Svcs ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 3 | X | Communications |
| RSPH | Invesco S&P 500® Equal Wt Hlth Care ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 1 | X | Health |
| XMHQ | Invesco S&P MidCap Quality ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 0 | X | Mid-Cap Blend |
| IXP | iShares Global Comm Services ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 3 | X | Communications |
| IXJ | iShares Global Healthcare ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 1 | X | Health |
| VEGI | iShares MSCI Agriculture Producers ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 0 | X | Natural Resources |
| EWL | iShares MSCI Switzerland ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 0 | X | Miscellaneous Region |
| IHF | iShares US Healthcare Providers ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 0 | X | Health |
| JCNAX | Janus Henderson Contrarian A | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 1 | X | Mid-Cap Blend |
| JCNCX | Janus Henderson Contrarian C | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 1 | X | Mid-Cap Blend |
| JACNX | Janus Henderson Contrarian D | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 1 | X | Mid-Cap Blend |
| JCONX | Janus Henderson Contrarian I | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 1 | X | Mid-Cap Blend |
| JCNNX | Janus Henderson Contrarian N | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 1 | X | Mid-Cap Blend |
| JCNRX | Janus Henderson Contrarian R | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 1 | X | Mid-Cap Blend |
| JCNIX | Janus Henderson Contrarian S | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 1 | X | Mid-Cap Blend |
| JSVAX | Janus Henderson Contrarian T | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 1 | X | Mid-Cap Blend |
| JGQIX | Jensen Global Quality Growth I | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 4 | X | Global Large-Stock Growth |
| JGQSX | Jensen Global Quality Growth J | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 4 | X | Global Large-Stock Growth |
| JGQYX | Jensen Global Quality Growth Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 4 | X | Global Large-Stock Growth |
| FIDAX | JHancock Financial Industries A | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 2 | X | Financial |
| FIDCX | JHancock Financial Industries C | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 2 | X | Financial |
| JFIFX | JHancock Financial Industries I | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 2 | X | Financial |
| JHancock Financial Industries NAV | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 2 | X | Financial |
| JFDRX | JHancock Financial Industries R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 2 | X | Financial |
| JCCAX | JHancock Small Cap Core A | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 1 | X | Small Blend |
| JCCIX | JHancock Small Cap Core I | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 1 | X | Small Blend |
| JHancock Small Cap Core NAV | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 1 | X | Small Blend |
| JORSX | JHancock Small Cap Core R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 1 | X | Small Blend |
| JHFunds2 Health Sciences NAV | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 1 | X | Health |
| JNL/Mellon Communication Services Sect A | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 3 | X | Communications |
| JNL/Mellon Communication Services Sect I | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 3 | X | Communications |
| PGSGX | JPMorgan Small Cap Growth A | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 2 | X | Small Growth |
| OSGCX | JPMorgan Small Cap Growth C | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 2 | X | Small Growth |
| OGGFX | JPMorgan Small Cap Growth I | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 2 | X | Small Growth |
| JISGX | JPMorgan Small Cap Growth L | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 2 | X | Small Growth |
| JSGZX | JPMorgan Small Cap Growth R2 | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 2 | X | Small Growth |
| JGRQX | JPMorgan Small Cap Growth R3 | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 2 | X | Small Growth |
| JGLYX | JPMorgan Small Cap Growth R4 | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 2 | X | Small Growth |
| JGSVX | JPMorgan Small Cap Growth R5 | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 2 | X | Small Growth |
| JGSMX | JPMorgan Small Cap Growth R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 2 | X | Small Growth |
| PECAX | JPMorgan SMID Cap Equity A | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 2 | X | Mid-Cap Blend |
| ODMCX | JPMorgan SMID Cap Equity C | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 2 | X | Mid-Cap Blend |
| WOOPX | JPMorgan SMID Cap Equity I | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 2 | X | Mid-Cap Blend |
| WOOOX | JPMorgan SMID Cap Equity R3 | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 2 | X | Mid-Cap Blend |
| WOOQX | JPMorgan SMID Cap Equity R4 | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 2 | X | Mid-Cap Blend |
| WOOSX | JPMorgan SMID Cap Equity R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 2 | X | Mid-Cap Blend |
| JTEK | JPMorgan U.S. Tech Leaders ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 4 | 2 | X | Technology |
| GLBIX | Leuthold Global Institutional | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 2 | X | Global Allocation |
| LOGSX | Live Oak Health Sciences | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 1 | X | Health |
| LSVQX | LSV Small Cap Value Institutional | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 3 | X | Small Value |
| LVAQX | LSV Small Cap Value Investor | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 3 | X | Small Value |
| WSTAX | Macquarie Science and Technology A | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 2 | X | Technology |
| WSTCX | Macquarie Science and Technology C | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 2 | X | Technology |
| ISTIX | Macquarie Science and Technology I | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 2 | X | Technology |
| WSTRX | Macquarie Science and Technology R | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 2 | X | Technology |
| ISTNX | Macquarie Science and Technology R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 2 | X | Technology |
| WSTYX | Macquarie Science and Technology Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 2 | X | Technology |
| GLBLX | Managed Port Sr-Leuthold Global Ret | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 2 | X | Global Allocation |
| MXXVX | Matthew 25 | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 1 | X | Large Blend |
| MIGFX | MFS Massachusetts Inv Gr Stk A | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 6 | X | Large Growth |
| MIGBX | MFS Massachusetts Inv Gr Stk B | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 6 | X | Large Growth |
| MIGDX | MFS Massachusetts Inv Gr Stk C | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 6 | X | Large Growth |
| MGTIX | MFS Massachusetts Inv Gr Stk I | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 6 | X | Large Growth |
| MIGMX | MFS Massachusetts Inv Gr Stk R1 | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 6 | X | Large Growth |
| MIRGX | MFS Massachusetts Inv Gr Stk R2 | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 6 | X | Large Growth |
| MIGHX | MFS Massachusetts Inv Gr Stk R3 | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 6 | X | Large Growth |
| MIGKX | MFS Massachusetts Inv Gr Stk R4 | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 6 | X | Large Growth |
| MIGNX | MFS Massachusetts Inv Gr Stk R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 6 | X | Large Growth |
| MISEX | Midas Magic | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 1 | X | Large Blend |
| MCMVX | Monongahela All Cap Value | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 0 | X | Mid-Cap Value |
| MSCUX | Morgan Stanley American Resilience A | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 5 | X | Large Blend |
| MSBWX | Morgan Stanley American Resilience C | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 5 | X | Large Blend |
| MSBVX | Morgan Stanley American Resilience I | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 5 | X | Large Blend |
| MSBQX | Morgan Stanley American Resilience R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 5 | X | Large Blend |
| MSFBX | Morgan Stanley Inst Global Franchise A | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 6 | X | Global Large-Stock Blend |
| MSGFX | Morgan Stanley Inst Global Franchise C | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 6 | X | Global Large-Stock Blend |
| MSFAX | Morgan Stanley Inst Global Franchise I | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 6 | X | Global Large-Stock Blend |
| MSFLX | Morgan Stanley Inst Global Franchise L | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 6 | X | Global Large-Stock Blend |
| MGISX | Morgan Stanley Inst Global Franchise R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 6 | X | Global Large-Stock Blend |
| MGQAX | Morgan Stanley Inst Global Stars A | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 5 | X | Global Large-Stock Blend |
| MSGQX | Morgan Stanley Inst Global Stars C | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 5 | X | Global Large-Stock Blend |
| MGQIX | Morgan Stanley Inst Global Stars I | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 5 | X | Global Large-Stock Blend |
| MGQLX | Morgan Stanley Inst Global Stars L | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 5 | X | Global Large-Stock Blend |
| MGQSX | Morgan Stanley Inst Global Stars R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 5 | X | Global Large-Stock Blend |
| MLNAX | Morgan Stanley Instl Glbl Concntr A | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 1 | X | Global Large-Stock Growth |
| MLNCX | Morgan Stanley Instl Glbl Concntr C | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 1 | X | Global Large-Stock Growth |
| MLNIX | Morgan Stanley Instl Glbl Concntr I | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 1 | X | Global Large-Stock Growth |
| MLNSX | Morgan Stanley Instl Glbl Concntr R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 1 | X | Global Large-Stock Growth |
| MUHLX | Muhlenkamp | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 1 | X | Large Value |
| MUSQ | MUSQ Global Music Industry Idx ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 2 | X | Miscellaneous Sector |
| NBDS | Neuberger Berman Disrupters ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 2 | X | Technology |
| ORSAX | North Square Dynamic Sm Cp A | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 1 | X | Small Blend |
| ORSIX | North Square Dynamic Small Cap I | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 1 | X | Small Blend |
| HART | NYLI Healthy Hearts ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 1 | V | Health |
| FCGEX | NYLI PineStone Global Equity Class A | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 2 | X | Global Large-Stock Growth |
| FCGYX | NYLI PineStone Global Equity Class C | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 2 | X | Global Large-Stock Growth |
| FCGIX | NYLI PineStone Global Equity Class I | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 2 | X | Global Large-Stock Growth |
| FCGPX | NYLI PineStone Global Equity Class P | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 2 | X | Global Large-Stock Growth |
| FCGMX | NYLI PineStone Global Equity Class R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 2 | X | Global Large-Stock Growth |
| FCUEX | NYLI PineStone U.S. Equity Class A | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 2 | X | Large Blend |
| FCUCX | NYLI PineStone U.S. Equity Class C | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 2 | X | Large Blend |
| FCUIX | NYLI PineStone U.S. Equity Class I | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 2 | X | Large Blend |
| FCUPX | NYLI PineStone U.S. Equity Class P | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 2 | X | Large Blend |
| FCUDX | NYLI PineStone U.S. Equity Class R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 2 | X | Large Blend |
| MSOAX | NYLI WMC Enduring Capital Class A | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 0 | X | Large Blend |
| MGOCX | NYLI WMC Enduring Capital Class C | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 0 | X | Large Blend |
| MSOIX | NYLI WMC Enduring Capital Class I | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 0 | X | Large Blend |
| MCSDX | NYLI WMC Enduring Capital Class R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 0 | X | Large Blend |
| MCSSX | NYLI WMC Enduring Capital Investor Class | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 0 | X | Large Blend |
| PSCNX | Penn Capital Special Sits Sm Cp Eq Inst | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 1 | X | Small Blend |
| PJBF | PGIM Jennison Better Future ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 2 | V | Global Large-Stock Growth |
| PGTAX | Putnam Global Technology A | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 5 | X | Technology |
| PGTDX | Putnam Global Technology C | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 5 | X | Technology |
| PGTRX | Putnam Global Technology R | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 5 | X | Technology |
| PTTEX | Putnam Global Technology R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 5 | X | Technology |
| PGTYX | Putnam Global Technology Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 5 | X | Technology |
| ESGEX | Reynders McVeigh Core Equity Instl | Owns companies we recommend for divestment | 0 | 2 | 4 | 4 | V | Global Large-Stock Growth |
| RYTSX | Rydex Transportation A | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 2 | X | Industrials |
| RYCNX | Rydex Transportation C | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 2 | X | Industrials |
| RYPAX | Rydex Transportation H | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 2 | X | Industrials |
| RYPIX | Rydex Transportation Inv | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 2 | X | Industrials |
| SHPAX | Saratoga Health & Biotechnology A | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 1 | X | Health |
| SHPCX | Saratoga Health & Biotechnology C | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 1 | X | Health |
| SBHIX | Saratoga Health & Biotechnology I | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 1 | X | Health |
| SEEFX | Saturna Sustainable Equity | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 4 | 3 | V | Global Large-Stock Blend |
| BOGIX | SGI Small Cap Core Fund I Shares | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 2 | X | Small Blend |
| PINK | Simplify Health Care ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 1 | X | Health |
| SVFAX | Smead Value A | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 0 | X | Large Value |
| SVFCX | Smead Value C | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 0 | X | Large Value |
| SVFFX | Smead Value I1 | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 0 | X | Large Value |
| SMVLX | Smead Value Investor | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 0 | X | Large Value |
| SVFDX | Smead Value R1 | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 0 | X | Large Value |
| SVFKX | Smead Value R2 | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 0 | X | Large Value |
| SVFYX | Smead Value Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 0 | X | Large Value |
| OVEAX | Sterling Capital Mid Value A | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 2 | X | Mid-Cap Value |
| OVECX | Sterling Capital Mid Value C | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 2 | X | Mid-Cap Value |
| OVEIX | Sterling Capital Mid Value I | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 2 | X | Mid-Cap Value |
| STRMX | Sterling Capital Mid Value R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 2 | X | Mid-Cap Value |
| PRGTX | T. Rowe Price Global Technology | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 2 | X | Technology |
| PGTIX | T. Rowe Price Global Technology I | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 2 | X | Technology |
| PRHSX | T. Rowe Price Health Sciences | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 1 | X | Health |
| THISX | T. Rowe Price Health Sciences I | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 1 | X | Health |
| XLC | The Comm Svcs Sel Sect SPDR® ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 3 | X | Communications |
| XLV | The Health Care Select Sector SPDR® ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 1 | X | Health |
| NITE | The Nightview ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 1 | X | Large Growth |
| SMCF | Themes US Small Cp CA Flw Champ ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 1 | X | Small Value |
| TAAGX | Timothy Plan Small/Mid Cap Growth Cl A | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 2 | X | Mid-Cap Growth |
| TCAGX | Timothy Plan Small/Mid Cap Growth Cl C | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 2 | X | Mid-Cap Growth |
| TIAGX | Timothy Plan Small/Mid Cap Growth Cl I | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 2 | X | Mid-Cap Growth |
| TVOAX | Touchstone Small Cap Value A | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 3 | X | Small Value |
| TVOCX | Touchstone Small Cap Value C | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 3 | X | Small Value |
| TVOIX | Touchstone Small Cap Value Institutional | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 3 | X | Small Value |
| TVOYX | Touchstone Small Cap Value Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 3 | X | Small Value |
| TVLAX | Touchstone Value A | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 1 | X | Large Value |
| TVLCX | Touchstone Value C | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 1 | X | Large Value |
| TVLIX | Touchstone Value Institutional | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 1 | X | Large Value |
| TVLRX | Touchstone Value R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 1 | X | Large Value |
| TVLYX | Touchstone Value Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 1 | X | Large Value |
| MCVAX | Transamerica Mid Cap Value Opps A | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 0 | X | Mid-Cap Value |
| MCVCX | Transamerica Mid Cap Value Opps C | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 0 | X | Mid-Cap Value |
| MVTIX | Transamerica Mid Cap Value Opps I | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 0 | X | Mid-Cap Value |
| IAAEX | Transamerica Mid Cap Value Opps I2 | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 0 | X | Mid-Cap Value |
| TOTTX | Transamerica Mid Cap Value Opps I3 | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 0 | X | Mid-Cap Value |
| TOTRX | Transamerica Mid Cap Value Opps R | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 0 | X | Mid-Cap Value |
| TOTFX | Transamerica Mid Cap Value Opps R4 | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 0 | X | Mid-Cap Value |
| MVTRX | Transamerica Mid Cap Value Opps R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 0 | X | Mid-Cap Value |
| COPY | Tweedy, Browne Insider + Value ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 4 | 1 | X | Global Small/Mid Stock |
| DVRUX | UBS US Dividend Ruler P | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 2 | X | Large Value |
| DVRPX | UBS US Dividend Ruler P2 | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 2 | X | Large Value |
| VLCGX | VALIC Company I Large Capital Growth | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 6 | X | Large Growth |
| MOO | VanEck Agribusiness ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 0 | X | Natural Resources |
| VOX | Vanguard Communication Services ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 4 | 3 | X | Communications |
| VTCAX | Vanguard Communication Svcs Idx Admiral | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 4 | 3 | X | Communications |
| VGHAX | Vanguard Health Care Adm | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 1 | X | Health |
| VGHCX | Vanguard Health Care Inv | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 1 | X | Health |
| VWILX | Vanguard International Growth Adm | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 4 | 2 | X | Foreign Large Growth |
| VWIGX | Vanguard International Growth Inv | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 4 | 2 | X | Foreign Large Growth |
| VIOAX | VELA Income Opportunities A | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 1 | X | Moderately Aggressive Allocation |
| VIOIX | VELA Income Opportunities I | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 1 | X | Moderately Aggressive Allocation |
| GUBGX | Victory RS International A | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 5 | 2 | X | Foreign Large Blend |
| RIGCX | Victory RS International C | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 5 | 2 | X | Foreign Large Blend |
| RIGKX | Victory RS International R | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 5 | 2 | X | Foreign Large Blend |
| RSIRX | Victory RS International R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 5 | 2 | X | Foreign Large Blend |
| RSIGX | Victory RS International Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 5 | 2 | X | Foreign Large Blend |
| RSIFX | Victory RS Science and Technology A | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 3 | X | Technology |
| RINCX | Victory RS Science and Technology C | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 3 | X | Technology |
| RIFYX | Victory RS Science and Technology Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 3 | X | Technology |
| IGFAX | VY® Morgan Stanley Global Franchise A | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 6 | X | Global Large-Stock Blend |
| VPRDX | VY® Morgan Stanley Global Franchise R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 6 | X | Global Large-Stock Blend |
| IVGTX | VY® Morgan Stanley Global Franchise S | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 6 | X | Global Large-Stock Blend |
| IGFSX | VY® Morgan Stanley Global Franchise S2 | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 6 | X | Global Large-Stock Blend |
| WPVIX | Weitz Multi Cap Equity-Institutional Cl | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 2 | X | Large Blend |
| WPVLX | Weitz Multi Cap Equity-Investor Cl | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 2 | X | Large Blend |
| WDNA | WisdomTree BioRevolution ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 1 | X | Health |
| PSECX | 1789 Growth and Income C | Owns companies we recommend for divestment | 1 | 2 | 1 | 2 | X | Large Value |
| PSEPX | 1789 Growth and Income P | Owns companies we recommend for divestment | 1 | 2 | 1 | 2 | X | Large Value |
| BDIV | AAM Brentview Dividend Growth ETF | Owns companies we recommend for divestment | 1 | 2 | 1 | 2 | X | Large Value |
| ABVAX | AB Large Cap Value A | Owns companies we recommend for divestment | 1 | 2 | 3 | 2 | X | Large Value |
| ABVYX | AB Large Cap Value Advisor | Owns companies we recommend for divestment | 1 | 2 | 3 | 2 | X | Large Value |
| ABVCX | AB Large Cap Value C | Owns companies we recommend for divestment | 1 | 2 | 3 | 2 | X | Large Value |
| ABVIX | AB Large Cap Value I | Owns companies we recommend for divestment | 1 | 2 | 3 | 2 | X | Large Value |
| ABVZX | AB Large Cap Value Z | Owns companies we recommend for divestment | 1 | 2 | 3 | 2 | X | Large Value |
| GXXAX | abrdn US Sustainable Leaders A | Owns companies we recommend for divestment | 1 | 2 | 0 | 2 | V | Large Growth |
| GGLIX | abrdn US Sustainable Leaders Instl | Owns companies we recommend for divestment | 1 | 2 | 0 | 2 | V | Large Growth |
| GXXIX | abrdn US Sustainable Leaders InstlSvc | Owns companies we recommend for divestment | 1 | 2 | 0 | 2 | V | Large Growth |
| ACROX | ACR Opportunity Fund I Shares | Owns companies we recommend for divestment | 1 | 2 | 2 | 1 | X | Tactical Allocation |
| SURE | AdvisorShares Insider Advantage ETF | Owns companies we recommend for divestment | 1 | 2 | 3 | 2 | X | Mid-Cap Blend |
| ABCS | Alpha Blue Capital US Sm-Md Cp Dyn ETF | Owns companies we recommend for divestment | 1 | 2 | 6 | 1 | 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 |
| SHXCX | American Beacon Shapiro Equity Opps C | 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 |
| SHXIX | American Beacon Shapiro Equity Opps R5 | Owns companies we recommend for divestment | 1 | 2 | 2 | 2 | X | Mid-Cap Value |
| SHXYX | American Beacon Shapiro Equity Opps Y | Owns companies we recommend for divestment | 1 | 2 | 2 | 2 | X | Mid-Cap Value |
| ASQAX | American Century Small Company A | 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 |
| ASCQX | American Century Small Company I | 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 |
| ASCRX | American Century Small Company R | Owns companies we recommend for divestment | 1 | 2 | 1 | 2 | X | Small Blend |
| ASQGX | American Century Small Company R5 | Owns companies we recommend for divestment | 1 | 2 | 1 | 2 | X | Small Blend |
| GWGIX | AMG GW&K Small Mid Cap Core I | 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 |
| GWGZX | AMG GW&K Small Mid Cap Core Z | Owns companies we recommend for divestment | 1 | 2 | 0 | 2 | X | Mid-Cap Blend |
| ACWIX | AMG GW&K Small/Mid Cap Growth I | Owns companies we recommend for divestment | 1 | 2 | 0 | 3 | X | Small Growth |
| ACWDX | AMG GW&K Small/Mid Cap Growth N | Owns companies we recommend for divestment | 1 | 2 | 0 | 3 | X | Small Growth |
| ACWZX | AMG GW&K Small/Mid Cap Growth Z | Owns companies we recommend for divestment | 1 | 2 | 0 | 3 | X | Small Growth |
| AFOCX | Archer Focus | Owns companies we recommend for divestment | 1 | 2 | 4 | 3 | X | Large Value |
| ARABX | Aristotle Small Cap Eq A | Owns companies we recommend for divestment | 1 | 2 | 0 | 2 | X | Small Blend |
| AISBX | Aristotle Small Cap Eq C | Owns companies we recommend for divestment | 1 | 2 | 0 | 2 | X | Small Blend |
| ARIBX | Aristotle Small Cap Eq I | Owns companies we recommend for divestment | 1 | 2 | 0 | 2 | X | Small Blend |
| ARRBX | Aristotle Small Cap Eq R6 | Owns companies we recommend for divestment | 1 | 2 | 0 | 2 | X | Small Blend |
| AIBBX | Aristotle Small Cap Equity I-2 | Owns companies we recommend for divestment | 1 | 2 | 0 | 2 | X | Small Blend |
| ARKW | ARK Next Generation Internet ETF | Owns companies we recommend for divestment | 1 | 2 | 3 | 4 | X | Technology |
| APDHX | Artisan Global Equity Advisor | Owns companies we recommend for divestment | 1 | 2 | 3 | 4 | X | Global Large-Stock Growth |
| APHHX | Artisan Global Equity Institutional | Owns companies we recommend for divestment | 1 | 2 | 3 | 4 | X | Global Large-Stock Growth |
| ARTHX | Artisan Global Equity Investor | Owns companies we recommend for divestment | 1 | 2 | 3 | 4 | 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 |
| APHRX | Artisan Global Opportunities Instl | Owns companies we recommend for divestment | 1 | 2 | 4 | 3 | X | Global Large-Stock Growth |
| ARTRX | Artisan Global Opportunities Inv | Owns companies we recommend for divestment | 1 | 2 | 4 | 3 | X | Global Large-Stock Growth |
| APDKX | Artisan International Value Advisor | Owns companies we recommend for divestment | 1 | 2 | 1 | 2 | X | Foreign Large Blend |
| APHKX | Artisan International Value Instl | Owns companies we recommend for divestment | 1 | 2 | 1 | 2 | X | Foreign Large Blend |
| ARTKX | Artisan International Value Investor | Owns companies we recommend for divestment | 1 | 2 | 1 | 2 | X | Foreign Large Blend |
| APDLX | Artisan Value Advisor | 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 |
| ARTLX | Artisan Value Investor | Owns companies we recommend for divestment | 1 | 2 | 4 | 2 | X | Large Value |
| BCUS | BANCREEK U.S. Large Cap ETF | Owns companies we recommend for divestment | 1 | 2 | 1 | 2 | X | Large Blend |
| SAOPX | Barrett Opportunity Retail | Owns companies we recommend for divestment | 1 | 2 | 2 | 4 | X | Large Blend |
| BCGDX | Blue Current Global Dividend Instl | Owns companies we recommend for divestment | 1 | 2 | 3 | 4 | X | Global Large-Stock Value |
| DEQAX | BNY Mellon Global Equity Income - A | Owns companies we recommend for divestment | 1 | 2 | 3 | 2 | X | Global Large-Stock Value |
| DEQCX | BNY Mellon Global Equity Income - C | Owns companies we recommend for divestment | 1 | 2 | 3 | 2 | X | Global Large-Stock Value |
| DQEIX | BNY Mellon Global Equity Income - I | Owns companies we recommend for divestment | 1 | 2 | 3 | 2 | X | Global Large-Stock Value |
| DEQYX | BNY Mellon Global Equity Income - Y | Owns companies we recommend for divestment | 1 | 2 | 3 | 2 | X | Global Large-Stock Value |
| NIEAX | BNY Mellon International Equity A | Owns companies we recommend for divestment | 1 | 2 | 2 | 1 | X | Foreign Large Blend |
| NIECX | BNY Mellon International Equity C | Owns companies we recommend for divestment | 1 | 2 | 2 | 1 | X | Foreign Large Blend |
| SNIEX | BNY Mellon International Equity I | Owns companies we recommend for divestment | 1 | 2 | 2 | 1 | X | Foreign Large Blend |
| NIEYX | BNY Mellon International Equity Y | Owns companies we recommend for divestment | 1 | 2 | 2 | 1 | X | Foreign Large Blend |
| BRSIX | Bridgeway Ultra-Small Company Market | Owns companies we recommend for divestment | 1 | 2 | 3 | 1 | X | Small Value |
| BAFLX | Brown Advisory Global Leaders Instl | Owns companies we recommend for divestment | 1 | 2 | 4 | 2 | X | Global Large-Stock Growth |
| BIALX | Brown Advisory Global Leaders Investor | Owns companies we recommend for divestment | 1 | 2 | 4 | 2 | X | Global Large-Stock Growth |
| BUFBX | Buffalo Flexible Allocation | Owns companies we recommend for divestment | 1 | 2 | 5 | 2 | X | Large Value |
| BUIBX | Buffalo Flexible Allocation Inst | Owns companies we recommend for divestment | 1 | 2 | 5 | 2 | X | Large Value |
| ATGAX | Cantor Fitzgerald Equity Opp A | Owns companies we recommend for divestment | 1 | 2 | 2 | 3 | X | Mid-Cap Blend |
| ATGYX | Cantor Fitzgerald Equity Opp Inst | Owns companies we recommend for divestment | 1 | 2 | 2 | 3 | X | Mid-Cap Blend |
| DCXAX | Catalyst/Millburn Dynamic Cmdty Stgy A | Owns companies we recommend for divestment | 1 | 2 | 4 | 0 | X | Commodities Broad Basket |
| DCXCX | Catalyst/Millburn Dynamic Cmdty Stgy C | Owns companies we recommend for divestment | 1 | 2 | 4 | 0 | X | Commodities Broad Basket |
| DCXIX | Catalyst/Millburn Dynamic Cmdty Stgy I | Owns companies we recommend for divestment | 1 | 2 | 4 | 0 | X | Commodities Broad Basket |
| CLIFX | Clifford Capital Partners Institutional | Owns companies we recommend for divestment | 1 | 2 | 2 | 1 | X | Mid-Cap Value |
| CLFFX | Clifford Capital Partners Investor | Owns companies we recommend for divestment | 1 | 2 | 2 | 1 | X | Mid-Cap Value |
| CLIQX | Clifford Capital Partners Super Instl | Owns companies we recommend for divestment | 1 | 2 | 2 | 1 | X | Mid-Cap Value |
| CONWX | Concorde Wealth Management | Owns companies we recommend for divestment | 1 | 2 | 3 | 3 | X | Moderate Allocation |
| DHMIX | Diamond Hill Small-Mid Cap I | 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 |
| DHMYX | Diamond Hill Small-Mid Cap Y | Owns companies we recommend for divestment | 1 | 2 | 1 | 3 | X | Small Value |
| MOJAX | Donoghue Forlines Momentum A | 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 |
| MOJOX | Donoghue Forlines Momentum I | Owns companies we recommend for divestment | 1 | 2 | 4 | 3 | X | Tactical Allocation |
| DADGX | Dunham Small Cap Growth A | Owns companies we recommend for divestment | 1 | 2 | 0 | 2 | X | Small Growth |
| DCDGX | Dunham Small Cap Growth C | Owns companies we recommend for divestment | 1 | 2 | 0 | 2 | X | Small Growth |
| DNDGX | Dunham Small Cap Growth N | Owns companies we recommend for divestment | 1 | 2 | 0 | 2 | X | Small Growth |
| SGQAX | DWS International Growth A | Owns companies we recommend for divestment | 1 | 2 | 0 | 4 | X | Foreign Large Growth |
| SGQCX | DWS International Growth C | Owns companies we recommend for divestment | 1 | 2 | 0 | 4 | X | Foreign Large Growth |
| SGQIX | DWS International Growth Inst | Owns companies we recommend for divestment | 1 | 2 | 0 | 4 | X | Foreign Large Growth |
| SCOBX | DWS International Growth S | Owns companies we recommend for divestment | 1 | 2 | 0 | 4 | X | Foreign Large Growth |
| MXYKX | Empower T. Rowe Price Mid Cp Gr Instl | Owns companies we recommend for divestment | 1 | 2 | 1 | 3 | X | Mid-Cap Growth |
| MXMGX | Empower T. Rowe Price Mid Cp Gr Inv | Owns companies we recommend for divestment | 1 | 2 | 1 | 3 | X | Mid-Cap Growth |
| SIXS | ETC 6 Meridian Small Cap Equity ETF | Owns companies we recommend for divestment | 1 | 2 | 1 | 0 | X | Small Value |
| ELCV | Eventide High Dividend ETF | Owns companies we recommend for divestment | 1 | 2 | 1 | 2 | X | Large Value |
| FFGAX | Fidelity Advisor Global Commodity Stk A | Owns companies we recommend for divestment | 1 | 2 | 3 | 0 | X | Natural Resources |
| FCGCX | Fidelity Advisor Global Commodity Stk C | Owns companies we recommend for divestment | 1 | 2 | 3 | 0 | X | Natural Resources |
| FFGIX | Fidelity Advisor Global Commodity Stk I | Owns companies we recommend for divestment | 1 | 2 | 3 | 0 | X | Natural Resources |
| FFGTX | Fidelity Advisor Global Commodity Stk M | Owns companies we recommend for divestment | 1 | 2 | 3 | 0 | X | Natural Resources |
| FIQRX | Fidelity Advisor Global Commodity Stk Z | Owns companies we recommend for divestment | 1 | 2 | 3 | 0 | X | Natural Resources |
| FSSFX | Fidelity Advisor Series Small Cap | 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 |
| FSCEX | Fidelity Advisor Small Cap C | 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 |
| FSCTX | Fidelity Advisor Small Cap M | Owns companies we recommend for divestment | 1 | 2 | 1 | 2 | X | Small Blend |
| FZAOX | Fidelity Advisor Small Cap Z | Owns companies we recommend for divestment | 1 | 2 | 1 | 2 | X | Small Blend |
| FADTX | Fidelity Advisor Technology A | Owns companies we recommend for divestment | 1 | 2 | 4 | 4 | X | Technology |
| FTHCX | Fidelity Advisor Technology C | Owns companies we recommend for divestment | 1 | 2 | 4 | 4 | X | Technology |
| FATIX | Fidelity Advisor Technology I | Owns companies we recommend for divestment | 1 | 2 | 4 | 4 | X | Technology |
| FATEX | Fidelity Advisor Technology M | Owns companies we recommend for divestment | 1 | 2 | 4 | 4 | X | Technology |
| FIKHX | Fidelity Advisor Technology Z | Owns companies we recommend for divestment | 1 | 2 | 4 | 4 | X | Technology |
| FFGCX | Fidelity Global Commodity Stock | Owns companies we recommend for divestment | 1 | 2 | 3 | 0 | X | Natural Resources |
| FIDI | Fidelity International High Div ETF | Owns companies we recommend for divestment | 1 | 2 | 7 | 3 | X | Foreign Large Value |
| FSCJX | Fidelity SAI Canada Equity Index | Owns companies we recommend for divestment | 1 | 2 | 1 | 1 | X | Miscellaneous Region |
| FIWCX | Fidelity SAI International Value Index | Owns companies we recommend for divestment | 1 | 2 | 6 | 4 | X | Foreign Large Value |
| FSPTX | Fidelity Select Technology | Owns companies we recommend for divestment | 1 | 2 | 4 | 4 | X | Technology |
| FEMAX | First Eagle U.S. SMID Cap Opportunity A | 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 |
| FEXRX | First Eagle U.S. SMID Cap Opportunity R6 | Owns companies we recommend for divestment | 1 | 2 | 0 | 1 | X | Small Blend |
| AFSM | First Trust Active Factor Small Cap ETF | Owns companies we recommend for divestment | 1 | 2 | 2 | 1 | X | Small Blend |
| IFV | First Trust Dorsey Wright Intl Foc 5 | Owns companies we recommend for divestment | 1 | 2 | 5 | 3 | X | Foreign Large Blend |
| FDM | First Trust Dow Jones Sel MicroCap ETF | Owns companies we recommend for divestment | 1 | 2 | 1 | 0 | X | Small Value |
| MMSC | First Trust Multi-Manager Sm Cp Opps ETF | Owns companies we recommend for divestment | 1 | 2 | 0 | 2 | X | Small Growth |
| XDAT | Franklin Exponential Data ETF | Owns companies we recommend for divestment | 1 | 2 | 3 | 6 | X | Technology |
| KNOW | Fundamentals First ETF | Owns companies we recommend for divestment | 1 | 2 | 3 | 1 | X | Moderately Aggressive Allocation |
| GAST | Gabelli Automation ETF | Owns companies we recommend for divestment | 1 | 2 | 3 | 3 | X | Technology |
| IOVFX | GMO International Opportunistic Val I | Owns companies we recommend for divestment | 1 | 2 | 5 | 4 | X | Foreign Large Value |
| GTMIX | GMO International Opportunistic Val III | Owns companies we recommend for divestment | 1 | 2 | 5 | 4 | X | Foreign Large Value |
| GMAZX | GMO International Opportunistic Val IV | Owns companies we recommend for divestment | 1 | 2 | 5 | 4 | X | Foreign Large Value |
| GMO International Opportunistic Val R6 | Owns companies we recommend for divestment | 1 | 2 | 5 | 4 | X | Foreign Large Value |
| GMVAX | Goldman Sachs Small/Mid Cap Value A | 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 |
| GSMVX | Goldman Sachs Small/Mid Cap Value Instl | 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 |
| GSVPX | Goldman Sachs Small/Mid Cap Value P | 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 |
| GMCUX | Goldman Sachs Small/Mid Cap Value R6 | Owns companies we recommend for divestment | 1 | 2 | 3 | 3 | X | Mid-Cap Blend |
| DRUP | GraniteShares Nasdaq Sel Disruptors ETF | Owns companies we recommend for divestment | 1 | 2 | 4 | 4 | X | Technology |
| GPTUX | GuidePath® Tactical Allocation Svc | Owns companies we recommend for divestment | 1 | 2 | 2 | 4 | X | Tactical Allocation |
| HSLAX | Hartford Small Cap Growth A | 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 |
| HSLFX | Hartford Small Cap Growth F | 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 |
| HBSGX | Hartford Small Cap Growth HLS IB | 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 |
| HSLRX | Hartford Small Cap Growth R3 | Owns companies we recommend for divestment | 1 | 2 | 1 | 3 | X | Small Growth |
| HSLSX | Hartford Small Cap Growth R4 | 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 |
| HSLVX | Hartford Small Cap Growth R6 | Owns companies we recommend for divestment | 1 | 2 | 1 | 3 | X | Small Growth |
| HSLYX | Hartford Small Cap Growth Y | Owns companies we recommend for divestment | 1 | 2 | 1 | 3 | X | Small Growth |
| HEIIX | Hennessy Equity and Income Institutional | Owns companies we recommend for divestment | 1 | 2 | 2 | 1 | X | Moderate Allocation |
| HEIFX | Hennessy Equity and Income Investor | Owns companies we recommend for divestment | 1 | 2 | 2 | 1 | X | Moderate Allocation |
| HILFX | Hennessy Large Cap Financial Instl | Owns companies we recommend for divestment | 1 | 2 | 1 | 1 | X | Financial |
| HLFNX | Hennessy Large Cap Financial Investor | Owns companies we recommend for divestment | 1 | 2 | 1 | 1 | X | Financial |
| HWMZX | Hotchkis & Wiley Mid Cap Value Z | 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 |
| HWMIX | Hotchkis & Wiley Mid-Cap Value I | Owns companies we recommend for divestment | 1 | 2 | 1 | 2 | X | Mid-Cap Value |
| IGIAX | Integrity Growth & Income Fund A | Owns companies we recommend for divestment | 1 | 2 | 2 | 3 | V | Large Blend |
| IGIUX | Integrity Growth & Income Fund C | Owns companies we recommend for divestment | 1 | 2 | 2 | 3 | V | Large Blend |
| IGIVX | Integrity Growth & Income Fund I | Owns companies we recommend for divestment | 1 | 2 | 2 | 3 | V | Large Blend |
| IGPT | Invesco AI and Next Gen Software ETF | Owns companies we recommend for divestment | 1 | 2 | 3 | 1 | X | Technology |
| QQLV | Invesco QQQ Low Volatility ETF | Owns companies we recommend for divestment | 1 | 2 | 2 | 1 | X | Large Blend |
| RFV | Invesco S&P MidCap 400® Pure Value ETF | Owns companies we recommend for divestment | 1 | 2 | 4 | 2 | X | Small Value |
| XMLV | Invesco S&P MidCap Low Volatility ETF | Owns companies we recommend for divestment | 1 | 2 | 0 | 1 | X | Small Blend |
| IGRO | iShares International Dividend Gr ETF | Owns companies we recommend for divestment | 1 | 2 | 5 | 2 | X | Foreign Large Blend |
| EWC | iShares MSCI Canada ETF | Owns companies we recommend for divestment | 1 | 2 | 1 | 1 | X | Miscellaneous Region |
| JORAX | Janus Henderson Global Select A | Owns companies we recommend for divestment | 1 | 2 | 5 | 2 | X | Global Large-Stock Blend |
| JORCX | Janus Henderson Global Select C | Owns companies we recommend for divestment | 1 | 2 | 5 | 2 | X | Global Large-Stock Blend |
| JANRX | Janus Henderson Global Select D | Owns companies we recommend for divestment | 1 | 2 | 5 | 2 | X | Global Large-Stock Blend |
| JORFX | Janus Henderson Global Select I | Owns companies we recommend for divestment | 1 | 2 | 5 | 2 | X | Global Large-Stock Blend |
| JSLNX | Janus Henderson Global Select N | Owns companies we recommend for divestment | 1 | 2 | 5 | 2 | X | Global Large-Stock Blend |
| JORRX | Janus Henderson Global Select R | Owns companies we recommend for divestment | 1 | 2 | 5 | 2 | X | Global Large-Stock Blend |
| JORIX | Janus Henderson Global Select S | Owns companies we recommend for divestment | 1 | 2 | 5 | 2 | X | Global Large-Stock Blend |
| JORNX | Janus Henderson Global Select T | Owns companies we recommend for divestment | 1 | 2 | 5 | 2 | X | Global Large-Stock Blend |
| JDIBX | JHancock Disciplined Value Intl A | 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 |
| JDVIX | JHancock Disciplined Value Intl I | 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 |
| JDISX | JHancock Disciplined Value Intl R2 | 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 |
| JDIUX | JHancock Disciplined Value Intl R6 | Owns companies we recommend for divestment | 1 | 2 | 3 | 2 | X | Foreign Large Value |
| JSCAX | JHancock Small Cap Value A | 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 |
| JSCNX | JHancock Small Cap Value NAV | Owns companies we recommend for divestment | 1 | 2 | 1 | 2 | X | Small Value |
| JSCCX | JHancock Small Cap Value R6 | Owns companies we recommend for divestment | 1 | 2 | 1 | 2 | X | Small Value |
| JNL/T. Rowe Price Mid-Cap Growth A | Owns companies we recommend for divestment | 1 | 2 | 1 | 3 | X | Mid-Cap Growth |
| JNL/T. Rowe Price Mid-Cap Growth I | Owns companies we recommend for divestment | 1 | 2 | 1 | 3 | X | Mid-Cap Growth |
| BBCA | JPMorgan BetaBuilders Canada ETF | Owns companies we recommend for divestment | 1 | 2 | 1 | 1 | X | Miscellaneous Region |
| KNPAX | Kinetics Paradigm Adv A | Owns companies we recommend for divestment | 1 | 2 | 0 | 2 | X | Mid-Cap Growth |
| KNPCX | Kinetics Paradigm Adv C | 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 |
| WWNPX | Kinetics Paradigm No Load | Owns companies we recommend for divestment | 1 | 2 | 0 | 2 | X | Mid-Cap Growth |
| LKSMX | LKCM Small-Mid Cap Equity Institutional | Owns companies we recommend for divestment | 1 | 2 | 0 | 2 | X | Mid-Cap Growth |
| MMGEX | MassMutual Small Cap Gr Eq A | Owns companies we recommend for divestment | 1 | 2 | 0 | 1 | X | Small Growth |
| MSGLX | MassMutual Small Cap Gr Eq Adm | Owns companies we recommend for divestment | 1 | 2 | 0 | 1 | X | Small Growth |
| MSGZX | MassMutual Small Cap Gr Eq I | Owns companies we recommend for divestment | 1 | 2 | 0 | 1 | X | Small Growth |
| MSGNX | MassMutual Small Cap Gr Eq R3 | Owns companies we recommend for divestment | 1 | 2 | 0 | 1 | X | Small Growth |
| MSGSX | MassMutual Small Cap Gr Eq R5 | Owns companies we recommend for divestment | 1 | 2 | 0 | 1 | X | Small Growth |
| MSCYX | MassMutual Small Cap Gr Eq Svc | Owns companies we recommend for divestment | 1 | 2 | 0 | 1 | X | Small Growth |
| MMNJX | MassMutual Small Cap Gr Eq Y | Owns companies we recommend for divestment | 1 | 2 | 0 | 1 | X | Small Growth |
| MSERX | MassMutual Small Cap Growth Eq R4 | Owns companies we recommend for divestment | 1 | 2 | 0 | 1 | X | Small Growth |
| NUMV | Nuveen ESG Mid-Cap Value ETF | Owns companies we recommend for divestment | 1 | 2 | 3 | 1 | V | Mid-Cap Value |
| FSCAX | Nuveen Small Cap Value A | 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 |
| FSCCX | Nuveen Small Cap Value I | Owns companies we recommend for divestment | 1 | 2 | 2 | 1 | X | Small Value |
| FSCWX | Nuveen Small Cap Value R6 | Owns companies we recommend for divestment | 1 | 2 | 2 | 1 | X | Small Value |
| ONERX | One Rock | Owns companies we recommend for divestment | 1 | 2 | 3 | 3 | X | Mid-Cap Growth |
| OASC | OneAscent Small Cap Core ETF | Owns companies we recommend for divestment | 1 | 2 | 3 | 2 | X | Small Blend |
| QQQG | Pacer Nasdaq 100 Top 50 Csh CwsGrLdrsETF | Owns companies we recommend for divestment | 1 | 2 | 6 | 3 | X | Large Growth |
| COWG | Pacer US Large Cp CA Cows Gr Ldrs ETF | Owns companies we recommend for divestment | 1 | 2 | 4 | 3 | X | Mid-Cap Growth |
| PAHWX | PGIM Jennison Intl Sm-Md Cap Opps A | Owns companies we recommend for divestment | 1 | 2 | 0 | 1 | X | Foreign Small/Mid Growth |
| PAILX | PGIM Jennison Intl Sm-Md Cap Opps C | Owns companies we recommend for divestment | 1 | 2 | 0 | 1 | X | Foreign Small/Mid Growth |
| PAIOX | PGIM Jennison Intl Sm-Md Cap Opps R6 | Owns companies we recommend for divestment | 1 | 2 | 0 | 1 | X | Foreign Small/Mid Growth |
| PAINX | PGIM Jennison Intl Sm-Md Cap Opps Z | Owns companies we recommend for divestment | 1 | 2 | 0 | 1 | X | Foreign Small/Mid Growth |
| PAHSX | PGIM Jennison NextGeneration Glb Opps A | Owns companies we recommend for divestment | 1 | 2 | 0 | 1 | X | Global Small/Mid Stock |
| PAHTX | PGIM Jennison NextGeneration Glb Opps C | Owns companies we recommend for divestment | 1 | 2 | 0 | 1 | X | Global Small/Mid Stock |
| PAHVX | PGIM Jennison NextGeneration Glb Opps R6 | Owns companies we recommend for divestment | 1 | 2 | 0 | 1 | X | Global Small/Mid Stock |
| PAHUX | PGIM Jennison NextGeneration Glb Opps Z | Owns companies we recommend for divestment | 1 | 2 | 0 | 1 | X | Global Small/Mid Stock |
| TSVAX | PGIM Quant Solutions Small-Cap Val A | Owns companies we recommend for divestment | 1 | 2 | 1 | 2 | X | Small Value |
| TRACX | PGIM Quant Solutions Small-Cap Val C | Owns companies we recommend for divestment | 1 | 2 | 1 | 2 | X | Small Value |
| TSVRX | PGIM Quant Solutions Small-Cap Val R | Owns companies we recommend for divestment | 1 | 2 | 1 | 2 | X | Small Value |
| PSVDX | PGIM Quant Solutions Small-Cap Val R2 | Owns companies we recommend for divestment | 1 | 2 | 1 | 2 | X | Small Value |
| PSVKX | PGIM Quant Solutions Small-Cap Val R4 | Owns companies we recommend for divestment | 1 | 2 | 1 | 2 | X | Small Value |
| TSVQX | PGIM Quant Solutions Small-Cap Val R6 | Owns companies we recommend for divestment | 1 | 2 | 1 | 2 | X | Small Value |
| TASVX | PGIM Quant Solutions Small-Cap Val Z | Owns companies we recommend for divestment | 1 | 2 | 1 | 2 | X | Small Value |
| PGSVX | Pioneer Global Sustainable Value A | Owns companies we recommend for divestment | 1 | 2 | 4 | 1 | V | Global Large-Stock Value |
| GBVCX | Pioneer Global Sustainable Value C | Owns companies we recommend for divestment | 1 | 2 | 4 | 1 | V | Global Large-Stock Value |
| PSUYX | Pioneer Global Sustainable Value Y | Owns companies we recommend for divestment | 1 | 2 | 4 | 1 | V | Global Large-Stock Value |
| PQIAX | Principal Equity Income A | Owns companies we recommend for divestment | 1 | 2 | 1 | 2 | X | Large Value |
| PEUCX | Principal Equity Income C | Owns companies we recommend for divestment | 1 | 2 | 1 | 2 | X | Large Value |
| PEIIX | Principal Equity Income Inst | Owns companies we recommend for divestment | 1 | 2 | 1 | 2 | X | Large Value |
| PEIJX | Principal Equity Income J | Owns companies we recommend for divestment | 1 | 2 | 1 | 2 | X | Large Value |
| PEIOX | Principal Equity Income R3 | Owns companies we recommend for divestment | 1 | 2 | 1 | 2 | X | Large Value |
| PEIQX | Principal Equity Income R5 | Owns companies we recommend for divestment | 1 | 2 | 1 | 2 | X | Large Value |
| VFPIX | Private Capital Management Value I | Owns companies we recommend for divestment | 1 | 2 | 0 | 2 | X | Small Blend |
| QQQA | ProShares Nasdaq-100 Drsy Wght Momt ETF | Owns companies we recommend for divestment | 1 | 2 | 5 | 2 | X | Large Growth |
| TDV | ProShares S&PTech Div Arstcrts ETF | Owns companies we recommend for divestment | 1 | 2 | 3 | 3 | X | Technology |
| PSLAX | Putnam Small Cap Value A | Owns companies we recommend for divestment | 1 | 2 | 1 | 1 | X | Small Value |
| PSLCX | Putnam Small Cap Value C | Owns companies we recommend for divestment | 1 | 2 | 1 | 1 | X | Small Value |
| PSCRX | Putnam Small Cap Value R | Owns companies we recommend for divestment | 1 | 2 | 1 | 1 | X | Small Value |
| PSCMX | Putnam Small Cap Value R6 | Owns companies we recommend for divestment | 1 | 2 | 1 | 1 | X | Small Value |
| PYSVX | Putnam Small Cap Value Y | Owns companies we recommend for divestment | 1 | 2 | 1 | 1 | X | Small Value |
| RGELX | RBC Global Equity Leaders A | Owns companies we recommend for divestment | 1 | 2 | 3 | 4 | X | Global Large-Stock Blend |
| RGLIX | RBC Global Equity Leaders I | Owns companies we recommend for divestment | 1 | 2 | 3 | 4 | X | Global Large-Stock Blend |
| RGRLX | RBC Global Equity Leaders R6 | Owns companies we recommend for divestment | 1 | 2 | 3 | 4 | X | Global Large-Stock Blend |
| RGPAX | RBC Global Opportunities A | Owns companies we recommend for divestment | 1 | 2 | 3 | 4 | X | Global Large-Stock Growth |
| RGOIX | RBC Global Opportunities I | Owns companies we recommend for divestment | 1 | 2 | 3 | 4 | X | Global Large-Stock Growth |
| RGORX | RBC Global Opportunities R6 | Owns companies we recommend for divestment | 1 | 2 | 3 | 4 | X | Global Large-Stock Growth |
| RYMVX | Rydex S&P MidCap 400 Pure Value A | Owns companies we recommend for divestment | 1 | 2 | 4 | 2 | X | Small Value |
| RYMMX | Rydex S&P MidCap 400 Pure Value C | Owns companies we recommend for divestment | 1 | 2 | 4 | 2 | X | Small Value |
| RYAVX | Rydex S&P MidCap 400 Pure Value H | Owns companies we recommend for divestment | 1 | 2 | 4 | 2 | X | Small Value |
| WRLDX | Scharf Global Opportunity Institutional | Owns companies we recommend for divestment | 1 | 2 | 2 | 2 | X | Global Large-Stock Value |
| LOGIX | Scharf Institutional | Owns companies we recommend for divestment | 1 | 2 | 2 | 2 | X | Large Blend |
| LOGOX | Scharf Multi-Asset Opportunity Instl | Owns companies we recommend for divestment | 1 | 2 | 2 | 2 | X | Moderate Allocation |
| LOGBX | Scharf Multi-Asset Opportunity Retail | Owns companies we recommend for divestment | 1 | 2 | 2 | 2 | X | Moderate Allocation |
| HAIL | SPDR® S&P Kensho Smart Mobility ETF | Owns companies we recommend for divestment | 1 | 2 | 5 | 4 | X | Technology |
| SIVIX | State Street Instl Small-Cap Equity Inv | Owns companies we recommend for divestment | 1 | 2 | 2 | 2 | X | Small Blend |
| SSQSX | State Street Instl Small-Cap Equity Svc | Owns companies we recommend for divestment | 1 | 2 | 2 | 2 | X | Small Blend |
| PMEGX | T. Rowe Price Instl Mid-Cap Equity Gr | Owns companies we recommend for divestment | 1 | 2 | 1 | 3 | X | Mid-Cap Growth |
| RPMGX | T. Rowe Price Mid-Cap Growth | Owns companies we recommend for divestment | 1 | 2 | 1 | 3 | X | Mid-Cap Growth |
| PAMCX | T. Rowe Price Mid-Cap Growth Adv | Owns companies we recommend for divestment | 1 | 2 | 1 | 3 | X | Mid-Cap Growth |
| RPTIX | T. Rowe Price Mid-Cap Growth I | Owns companies we recommend for divestment | 1 | 2 | 1 | 3 | X | Mid-Cap Growth |
| RRMGX | T. Rowe Price Mid-Cap Growth R | Owns companies we recommend for divestment | 1 | 2 | 1 | 3 | X | Mid-Cap Growth |
| TRQZX | T. Rowe Price Mid-Cap Growth Z | Owns companies we recommend for divestment | 1 | 2 | 1 | 3 | X | Mid-Cap Growth |
| PRSVX | T. Rowe Price Small-Cap Value | Owns companies we recommend for divestment | 1 | 2 | 2 | 2 | X | Small Blend |
| PASVX | T. Rowe Price Small-Cap Value Adv | Owns companies we recommend for divestment | 1 | 2 | 2 | 2 | X | Small Blend |
| PRVIX | T. Rowe Price Small-Cap Value I | Owns companies we recommend for divestment | 1 | 2 | 2 | 2 | X | Small Blend |
| TRZVX | T. Rowe Price Small-Cap Value Z | Owns companies we recommend for divestment | 1 | 2 | 2 | 2 | X | Small Blend |
| USRD | Themes US R&D Champions ETF | Owns companies we recommend for divestment | 1 | 2 | 5 | 3 | X | Large Blend |
| TORYX | Torray Fund | Owns companies we recommend for divestment | 1 | 2 | 3 | 2 | X | Large Value |
| TACLX | Touchstone Large Cap A | Owns companies we recommend for divestment | 1 | 2 | 2 | 1 | X | Large Blend |
| TFCCX | Touchstone Large Cap C | 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 |
| TLCYX | Touchstone Large Cap Y | Owns companies we recommend for divestment | 1 | 2 | 2 | 1 | X | Large Blend |
| TSWEX | TSW Large Cap Value Institutional | Owns companies we recommend for divestment | 1 | 2 | 3 | 2 | X | Large Value |
| TBGVX | Tweedy, Browne International Value Fund | Owns companies we recommend for divestment | 1 | 2 | 3 | 1 | X | Foreign Large Value |
| TBCUX | Tweedy, Browne Intl Val II - Ccy UnH | Owns companies we recommend for divestment | 1 | 2 | 3 | 1 | X | Foreign Large Value |
| TWEBX | Tweedy, Browne Value | Owns companies we recommend for divestment | 1 | 2 | 3 | 1 | X | Global Large-Stock Value |
| VLAIX | Value Line Asset Allocation Instl | Owns companies we recommend for divestment | 1 | 2 | 1 | 2 | X | Moderate Allocation |
| VLAAX | Value Line Asset Allocation Investor | Owns companies we recommend for divestment | 1 | 2 | 1 | 2 | X | Moderate Allocation |
| VALSX | Value Line Select Growth Fund | Owns companies we recommend for divestment | 1 | 2 | 1 | 3 | X | Large Growth |
| VILSX | Value Line Select Growth Institutional | Owns companies we recommend for divestment | 1 | 2 | 1 | 3 | X | Large Growth |
| VIDGX | Vanguard International Dividend Gr Inv | Owns companies we recommend for divestment | 1 | 2 | 1 | 1 | X | Foreign Large Blend |
| VASVX | Vanguard Selected Value Inv | Owns companies we recommend for divestment | 1 | 2 | 1 | 1 | X | Mid-Cap Value |
| SFLO | VictoryShares Small Cap Fr CA Flw ETF | Owns companies we recommend for divestment | 1 | 2 | 2 | 1 | X | Small Value |
| SAGAX | Virtus Zevenbergen Innovative Gr Stk A | Owns companies we recommend for divestment | 1 | 2 | 3 | 2 | X | Large Growth |
| SCATX | Virtus Zevenbergen Innovative Gr Stk I | Owns companies we recommend for divestment | 1 | 2 | 3 | 2 | X | Large Growth |
| VZGRX | Virtus Zevenbergen Innovative Gr Stk R6 | Owns companies we recommend for divestment | 1 | 2 | 3 | 2 | X | Large Growth |
| IPSIX | Voya Index Plus SmallCap Port I | Owns companies we recommend for divestment | 1 | 2 | 3 | 3 | X | Small Blend |
| IPSSX | Voya Index Plus SmallCap Port S | Owns companies we recommend for divestment | 1 | 2 | 3 | 3 | X | Small Blend |
| ISMVX | William Blair Small-Mid Cap Value I | Owns companies we recommend for divestment | 1 | 2 | 0 | 3 | X | Small Value |
| RSMVX | William Blair Small-Mid Cap Value R6 | Owns companies we recommend for divestment | 1 | 2 | 0 | 3 | X | Small Value |
| ZVGIX | Zevenbergen Genea Institutional | Owns companies we recommend for divestment | 1 | 2 | 3 | 2 | X | Large Growth |
| ZVGNX | Zevenbergen Genea Investor | Owns companies we recommend for divestment | 1 | 2 | 3 | 2 | X | Large Growth |
| ZVNIX | Zevenbergen Growth Institutional | Owns companies we recommend for divestment | 1 | 2 | 3 | 2 | X | Large Growth |
| ZVNBX | Zevenbergen Growth Investor | Owns companies we recommend for divestment | 1 | 2 | 3 | 2 | X | Large Growth |
| DEEP | Acquirers Deep Value ETF | Owns companies we recommend for divestment | 2 | 2 | 3 | 1 | X | Small Value |
| XVOL | Acruence Active Hedge US Equity ETF | Owns companies we recommend for divestment | 2 | 2 | 2 | 5 | X | Large Blend |
| WFSTX | Allspring Innovation Fund - Class A | 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 |
| WFTCX | Allspring Innovation Fund - Class C | Owns companies we recommend for divestment | 2 | 2 | 1 | 2 | X | Technology |
| WFTIX | Allspring Innovation Fund - Class Inst | Owns companies we recommend for divestment | 2 | 2 | 1 | 2 | X | Technology |
| WFEAX | Allspring International Equity A | Owns companies we recommend for divestment | 2 | 2 | 4 | 2 | X | Foreign Large Value |
| WFEDX | Allspring International Equity Admin | 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 |
| WFENX | Allspring International Equity Inst | Owns companies we recommend for divestment | 2 | 2 | 4 | 2 | X | Foreign Large Value |
| WFEHX | Allspring International Equity R6 | Owns companies we recommend for divestment | 2 | 2 | 4 | 2 | X | Foreign Large Value |
| ABCAX | American Beacon The London Co Inc Eq A | Owns companies we recommend for divestment | 2 | 2 | 3 | 2 | X | Large Value |
| ABECX | American Beacon The London Co Inc Eq C | Owns companies we recommend for divestment | 2 | 2 | 3 | 2 | X | Large Value |
| ABCVX | American Beacon The London Co Inc Eq Inv | Owns companies we recommend for divestment | 2 | 2 | 3 | 2 | X | Large Value |
| ABCIX | American Beacon The London Co Inc Eq R5 | Owns companies we recommend for divestment | 2 | 2 | 3 | 2 | X | Large Value |
| ABCRX | American Beacon The London Co Inc Eq R6 | Owns companies we recommend for divestment | 2 | 2 | 3 | 2 | X | Large Value |
| ABCYX | American Beacon The London Co Inc Eq Y | Owns companies we recommend for divestment | 2 | 2 | 3 | 2 | X | Large Value |
| TWEAX | American Century Equity Income A | 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 |
| AEIMX | American Century Equity Income G | Owns companies we recommend for divestment | 2 | 2 | 5 | 1 | X | Large Value |
| ACIIX | American Century Equity Income I | 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 |
| AEURX | American Century Equity Income R | Owns companies we recommend for divestment | 2 | 2 | 5 | 1 | X | Large Value |
| AEIUX | American Century Equity Income R5 | 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 |
| AEIYX | American Century Equity Income Y | Owns companies we recommend for divestment | 2 | 2 | 5 | 1 | X | Large Value |
| MEQAX | American Century International Val A | 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 |
| ACEVX | American Century International Val Inv | Owns companies we recommend for divestment | 2 | 2 | 6 | 2 | X | Foreign Large Value |
| ACVRX | American Century International Val R | 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 |
| ACAFX | American Century International Value G | Owns companies we recommend for divestment | 2 | 2 | 6 | 2 | X | Foreign Large Value |
| ACVUX | American Century International Value I | Owns companies we recommend for divestment | 2 | 2 | 6 | 2 | X | Foreign Large Value |
| ARSIX | AMG River Road Small Cap Value I | Owns companies we recommend for divestment | 2 | 2 | 1 | 2 | X | Small Value |
| ARSVX | AMG River Road Small Cap Value N | Owns companies we recommend for divestment | 2 | 2 | 1 | 2 | X | Small Value |
| ARZMX | AMG River Road Small Cap Value Z | Owns companies we recommend for divestment | 2 | 2 | 1 | 2 | X | Small Value |
| ARIMX | AMG River Road Small-Mid Cap Value I | Owns companies we recommend for divestment | 2 | 2 | 2 | 3 | X | Small Value |
| ARSMX | AMG River Road Small-Mid Cap Value N | Owns companies we recommend for divestment | 2 | 2 | 2 | 3 | X | Small Value |
| ARSZX | AMG River Road Small-Mid Cap Value Z | Owns companies we recommend for divestment | 2 | 2 | 2 | 3 | X | Small Value |
| AFAZX | Applied Finance Dividend Institutional | Owns companies we recommend for divestment | 2 | 2 | 3 | 3 | X | Large Value |
| AFALX | Applied Finance Dividend Investor | Owns companies we recommend for divestment | 2 | 2 | 3 | 3 | X | Large Value |
| RUDAX | BNY Mellon Sm Cp Val A | 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 |
| STSVX | BNY Mellon Sm Cp Val I | Owns companies we recommend for divestment | 2 | 2 | 1 | 3 | X | Small Value |
| BOSYX | BNY Mellon Sm Cp Val Y | Owns companies we recommend for divestment | 2 | 2 | 1 | 3 | X | Small Value |
| DBMAX | BNY Mellon Sm/Md Cp Gr A | Owns companies we recommend for divestment | 2 | 2 | 0 | 3 | X | Mid-Cap Growth |
| DBMCX | BNY Mellon Sm/Md Cp Gr C | Owns companies we recommend for divestment | 2 | 2 | 0 | 3 | X | Mid-Cap Growth |
| SDSCX | BNY Mellon Sm/Md Cp Gr I | Owns companies we recommend for divestment | 2 | 2 | 0 | 3 | X | Mid-Cap Growth |
| DBMYX | BNY Mellon Sm/Md Cp Gr Y | Owns companies we recommend for divestment | 2 | 2 | 0 | 3 | X | Mid-Cap Growth |
| DBMZX | BNY Mellon Sm/Md Cp Gr Z | Owns companies we recommend for divestment | 2 | 2 | 0 | 3 | X | Mid-Cap Growth |
| BPGSX | Boston Partners Global Sustainablty Ins | Owns companies we recommend for divestment | 2 | 2 | 6 | 3 | V | Global Large-Stock Value |
| CTASX | Calamos Timpani Small Cap Growth A | Owns companies we recommend for divestment | 2 | 2 | 0 | 2 | X | Small Growth |
| CTCSX | Calamos Timpani Small Cap Growth C | Owns companies we recommend for divestment | 2 | 2 | 0 | 2 | X | Small Growth |
| CTSIX | Calamos Timpani Small Cap Growth I | Owns companies we recommend for divestment | 2 | 2 | 0 | 2 | X | Small Growth |
| CTSOX | Calamos Timpani Small Cap Growth R6 | Owns companies we recommend for divestment | 2 | 2 | 0 | 2 | X | Small Growth |
| CTAGX | Calamos Timpani SMID Growth A | Owns companies we recommend for divestment | 2 | 2 | 0 | 2 | X | Small Growth |
| CTIGX | Calamos Timpani SMID Growth I | Owns companies we recommend for divestment | 2 | 2 | 0 | 2 | X | Small Growth |
| CTOGX | Calamos Timpani SMID Growth R6 | Owns companies we recommend for divestment | 2 | 2 | 0 | 2 | X | Small Growth |
| CCAFX | Calvert Mid-Cap A | 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 |
| CCPIX | Calvert Mid-Cap I | Owns companies we recommend for divestment | 2 | 2 | 2 | 2 | V | Mid-Cap Blend |
| CAMX | Cambiar Aggressive Value ETF | Owns companies we recommend for divestment | 2 | 2 | 3 | 2 | X | Global Large-Stock Value |
| CETAX | Centerstone Investors A | 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 |
| CENTX | Centerstone Investors I | Owns companies we recommend for divestment | 2 | 2 | 3 | 0 | X | Global Allocation |
| CMCCX | Columbia Select Mid Cap Gro Fd C | Owns companies we recommend for divestment | 2 | 2 | 2 | 2 | X | Mid-Cap Growth |
| CLSPX | Columbia Select Mid Cap Gro Fd I | Owns companies we recommend for divestment | 2 | 2 | 2 | 2 | X | Mid-Cap Growth |
| CMGVX | Columbia Select Mid Cap Gro Fd I2 | Owns companies we recommend for divestment | 2 | 2 | 2 | 2 | X | Mid-Cap Growth |
| CMGYX | Columbia Select Mid Cap Gro Fd I3 | Owns companies we recommend for divestment | 2 | 2 | 2 | 2 | X | Mid-Cap Growth |
| CLSDX | Columbia Select Mid Cap Gro S | Owns companies we recommend for divestment | 2 | 2 | 2 | 2 | X | Mid-Cap Growth |
| CBSAX | Columbia Select Mid Cap Growth Fund A | Owns companies we recommend for divestment | 2 | 2 | 2 | 2 | X | Mid-Cap Growth |
| CDGRX | Copeland Dividend Growth Fund Class A | Owns companies we recommend for divestment | 2 | 2 | 1 | 5 | X | Mid-Cap Blend |
| CDCRX | Copeland Dividend Growth Fund Class C | Owns companies we recommend for divestment | 2 | 2 | 1 | 5 | X | Mid-Cap Blend |
| CDIVX | Copeland Dividend Growth Fund Class I | Owns companies we recommend for divestment | 2 | 2 | 1 | 5 | X | Mid-Cap Blend |
| DMCY | Democracy International | Owns companies we recommend for divestment | 2 | 2 | 7 | 4 | X | Foreign Large Blend |
| DFUKX | DFA United Kingdom Small Company I | Owns companies we recommend for divestment | 2 | 2 | 0 | 0 | X | Miscellaneous Region |
| SBQAX | DSS AmericaFirst Large Cap Shr Buyback A | Owns companies we recommend for divestment | 2 | 2 | 5 | 1 | X | Large Blend |
| SBQIX | DSS AmericaFirst Large Cap Shr Buyback I | Owns companies we recommend for divestment | 2 | 2 | 5 | 1 | X | Large Blend |
| SBQUX | DSS AmericaFirst Large Cap Shr Buyback U | Owns companies we recommend for divestment | 2 | 2 | 5 | 1 | X | Large Blend |
| ENTIX | ERShares Global Entrepreneurs™ Instl | Owns companies we recommend for divestment | 2 | 2 | 6 | 4 | X | Global Large-Stock Growth |
| FGFAX | Federated Hermes International Leaders A | 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 |
| FGFLX | Federated Hermes Intl Leaders IS | 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 |
| FGRSX | Federated Hermes Intl Leaders R6 | Owns companies we recommend for divestment | 2 | 2 | 5 | 5 | X | Foreign Large Blend |
| FKASX | Federated Hermes Kaufmann Small Cap A | 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 |
| FKAIX | Federated Hermes Kaufmann Small Cap IS | 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 |
| FKALX | Federated Hermes Kaufmann Small Cap R6 | Owns companies we recommend for divestment | 2 | 2 | 1 | 2 | X | Small Growth |
| FIVMX | Fidelity Advisor International Value A | 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 |
| FIVQX | Fidelity Advisor International Value I | 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 |
| FIQKX | Fidelity Advisor International Value Z | Owns companies we recommend for divestment | 2 | 2 | 7 | 2 | X | Foreign Large Value |
| FIVLX | Fidelity International Value | Owns companies we recommend for divestment | 2 | 2 | 7 | 2 | X | Foreign Large Value |
| FINVX | Fidelity Series International Value | Owns companies we recommend for divestment | 2 | 2 | 7 | 2 | X | Foreign Large Value |
| FJACX | Fidelity Series Small Cap Discovery | Owns companies we recommend for divestment | 2 | 2 | 2 | 1 | X | Small Blend |
| FSCRX | Fidelity Small Cap Discovery | Owns companies we recommend for divestment | 2 | 2 | 2 | 1 | X | Small Blend |
| AGQI | First Trust Active Gbl Qual Inc ETF | Owns companies we recommend for divestment | 2 | 2 | 5 | 3 | X | Global Large-Stock Value |
| DDIV | First Trust Dorsey Wright Momt & Div ETF | Owns companies we recommend for divestment | 2 | 2 | 1 | 4 | X | Mid-Cap Value |
| RFEU | First Trust RiverFront Dynamic Eurp ETF | Owns companies we recommend for divestment | 2 | 2 | 2 | 2 | X | Europe Stock |
| WCMGX | First Trust WCM Focused Global Gr Inst | Owns companies we recommend for divestment | 2 | 2 | 2 | 4 | X | Global Large-Stock Growth |
| WFGGX | First Trust WCM Focused Global Gr Inv | Owns companies we recommend for divestment | 2 | 2 | 2 | 4 | X | Global Large-Stock Growth |
| IQDF | FlexShares Intl Qual Div ETF | Owns companies we recommend for divestment | 2 | 2 | 5 | 2 | X | Foreign Large Value |
| TEBIX | Franklin Mutual Beacon A | Owns companies we recommend for divestment | 2 | 2 | 2 | 2 | X | Global Large-Stock Value |
| TEMEX | Franklin Mutual Beacon C | Owns companies we recommend for divestment | 2 | 2 | 2 | 2 | X | Global Large-Stock Value |
| Franklin Mutual Beacon R | Owns companies we recommend for divestment | 2 | 2 | 2 | 2 | X | Global Large-Stock Value |
| FMBRX | Franklin Mutual Beacon R6 | Owns companies we recommend for divestment | 2 | 2 | 2 | 2 | X | Global Large-Stock Value |
| BEGRX | Franklin Mutual Beacon Z | Owns companies we recommend for divestment | 2 | 2 | 2 | 2 | X | Global Large-Stock Value |
| FTHMX | FullerThaler Behav Md-Cp Eq Inst | Owns companies we recommend for divestment | 2 | 2 | 2 | 3 | X | Mid-Cap Blend |
| FTVAX | FullerThaler Behav Md-Cp Val A | Owns companies we recommend for divestment | 2 | 2 | 0 | 3 | X | Mid-Cap Value |
| FTVCX | FullerThaler Behav Md-Cp Val C | Owns companies we recommend for divestment | 2 | 2 | 0 | 3 | X | Mid-Cap Value |
| FTVSX | FullerThaler Behav Md-Cp Val Instl | Owns companies we recommend for divestment | 2 | 2 | 0 | 3 | X | Mid-Cap Value |
| FTVNX | FullerThaler Behav Md-Cp Val Investor | Owns companies we recommend for divestment | 2 | 2 | 0 | 3 | X | Mid-Cap Value |
| FTVZX | FullerThaler Behav Md-Cp Val R6 | Owns companies we recommend for divestment | 2 | 2 | 0 | 3 | X | Mid-Cap Value |
| GIEAX | GMO International Equity Allc III | Owns companies we recommend for divestment | 2 | 2 | 12 | 5 | X | Foreign Large Value |
| GSXMX | GMO International Equity Allocation R6 | Owns companies we recommend for divestment | 2 | 2 | 12 | 5 | X | Foreign Large Value |
| GMOI | GMO International Value ETF | Owns companies we recommend for divestment | 2 | 2 | 9 | 3 | X | Foreign Large Value |
| GIOTX | GMO Intl Developed Equity Allc III | Owns companies we recommend for divestment | 2 | 2 | 11 | 5 | X | Foreign Large Value |
| GAAWX | GMO Intl Developed Equity Allc R6 | Owns companies we recommend for divestment | 2 | 2 | 11 | 5 | X | Foreign Large Value |
| GCIAX | Goldman Sachs Intl Eq Insghts A | Owns companies we recommend for divestment | 2 | 2 | 5 | 5 | X | Foreign Large Blend |
| GCICX | Goldman Sachs Intl Eq Insghts C | Owns companies we recommend for divestment | 2 | 2 | 5 | 5 | X | Foreign Large Blend |
| GCIIX | Goldman Sachs Intl Eq Insghts Instl | Owns companies we recommend for divestment | 2 | 2 | 5 | 5 | X | Foreign Large Blend |
| GCITX | Goldman Sachs Intl Eq Insghts Inv | Owns companies we recommend for divestment | 2 | 2 | 5 | 5 | X | Foreign Large Blend |
| GGFPX | Goldman Sachs Intl Eq Insghts P | Owns companies we recommend for divestment | 2 | 2 | 5 | 5 | X | Foreign Large Blend |
| GCIRX | Goldman Sachs Intl Eq Insghts R | Owns companies we recommend for divestment | 2 | 2 | 5 | 5 | X | Foreign Large Blend |
| GCIUX | Goldman Sachs Intl Eq Insghts R6 | Owns companies we recommend for divestment | 2 | 2 | 5 | 5 | X | Foreign Large Blend |
| GCISX | Goldman Sachs Intl Eq Insghts S | Owns companies we recommend for divestment | 2 | 2 | 5 | 5 | X | Foreign Large Blend |
| GCMAX | Goldman Sachs Mid Cap Value A | Owns companies we recommend for divestment | 2 | 2 | 3 | 3 | X | Mid-Cap Blend |
| GCMCX | Goldman Sachs Mid Cap Value C | Owns companies we recommend for divestment | 2 | 2 | 3 | 3 | X | Mid-Cap Blend |
| GSMCX | Goldman Sachs Mid Cap Value Instl | Owns companies we recommend for divestment | 2 | 2 | 3 | 3 | X | Mid-Cap Blend |
| GCMTX | Goldman Sachs Mid Cap Value Inv | Owns companies we recommend for divestment | 2 | 2 | 3 | 3 | X | Mid-Cap Blend |
| GMPPX | Goldman Sachs Mid Cap Value P | Owns companies we recommend for divestment | 2 | 2 | 3 | 3 | X | Mid-Cap Blend |
| GCMRX | Goldman Sachs Mid Cap Value R | Owns companies we recommend for divestment | 2 | 2 | 3 | 3 | X | Mid-Cap Blend |
| GCMUX | Goldman Sachs Mid Cap Value R6 | Owns companies we recommend for divestment | 2 | 2 | 3 | 3 | X | Mid-Cap Blend |
| GSMSX | Goldman Sachs Mid Cap Value Svc | Owns companies we recommend for divestment | 2 | 2 | 3 | 3 | X | Mid-Cap Blend |
| SIDVX | Hartford Schroders Intl Multi-Cp Val A | Owns companies we recommend for divestment | 2 | 2 | 11 | 3 | X | Foreign Large Value |
| HFYCX | Hartford Schroders Intl Multi-Cp Val C | Owns companies we recommend for divestment | 2 | 2 | 11 | 3 | X | Foreign Large Value |
| HFYFX | Hartford Schroders Intl Multi-Cp Val F | Owns companies we recommend for divestment | 2 | 2 | 11 | 3 | X | Foreign Large Value |
| SIDNX | Hartford Schroders Intl Multi-Cp Val I | Owns companies we recommend for divestment | 2 | 2 | 11 | 3 | X | Foreign Large Value |
| HFYRX | Hartford Schroders Intl Multi-Cp Val R3 | Owns companies we recommend for divestment | 2 | 2 | 11 | 3 | X | Foreign Large Value |
| HFYSX | Hartford Schroders Intl Multi-Cp Val R4 | Owns companies we recommend for divestment | 2 | 2 | 11 | 3 | X | Foreign Large Value |
| HFYTX | Hartford Schroders Intl Multi-Cp Val R5 | Owns companies we recommend for divestment | 2 | 2 | 11 | 3 | X | Foreign Large Value |
| SIDRX | Hartford Schroders Intl Multi-Cp Val SDR | Owns companies we recommend for divestment | 2 | 2 | 11 | 3 | X | Foreign Large Value |
| HFYYX | Hartford Schroders Intl Multi-Cp Val Y | Owns companies we recommend for divestment | 2 | 2 | 11 | 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 |
| HSMYX | Hartford Small Cap Value Y | Owns companies we recommend for divestment | 2 | 2 | 1 | 1 | X | Small Value |
| HICVX | Hennessy Cornerstone Value Inst | Owns companies we recommend for divestment | 2 | 2 | 6 | 4 | X | Large Value |
| HFCVX | Hennessy Cornerstone Value Investor | Owns companies we recommend for divestment | 2 | 2 | 6 | 4 | X | Large Value |
| 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 |
| IDIVX | Integrity Dividend Harvest A | Owns companies we recommend for divestment | 2 | 2 | 3 | 2 | X | Large Value |
| IDHCX | Integrity Dividend Harvest C | Owns companies we recommend for divestment | 2 | 2 | 3 | 2 | X | Large Value |
| IDHIX | Integrity Dividend Harvest I | Owns companies we recommend for divestment | 2 | 2 | 3 | 2 | X | Large Value |
| OEGAX | Invesco Discovery Mid Cap Growth A | Owns companies we recommend for divestment | 2 | 2 | 1 | 2 | X | Mid-Cap Growth |
| OEGCX | Invesco Discovery Mid Cap Growth C | Owns companies we recommend for divestment | 2 | 2 | 1 | 2 | X | Mid-Cap Growth |
| OEGNX | Invesco Discovery Mid Cap Growth R | Owns companies we recommend for divestment | 2 | 2 | 1 | 2 | X | Mid-Cap Growth |
| DMCFX | Invesco Discovery Mid Cap Growth R5 | Owns companies we recommend for divestment | 2 | 2 | 1 | 2 | X | Mid-Cap Growth |
| OEGIX | Invesco Discovery Mid Cap Growth R6 | Owns companies we recommend for divestment | 2 | 2 | 1 | 2 | X | Mid-Cap Growth |
| OEGYX | Invesco Discovery Mid Cap Growth Y | Owns companies we recommend for divestment | 2 | 2 | 1 | 2 | X | Mid-Cap Growth |
| AEDAX | Invesco EQV European Equity A | Owns companies we recommend for divestment | 2 | 2 | 3 | 2 | X | Europe Stock |
| AEDCX | Invesco EQV European Equity C | Owns companies we recommend for divestment | 2 | 2 | 3 | 2 | X | Europe Stock |
| EGINX | Invesco EQV European Equity Investor | Owns companies we recommend for divestment | 2 | 2 | 3 | 2 | X | Europe Stock |
| 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 |
| PEY | Invesco High Yield Eq Div Achiev™ ETF | Owns companies we recommend for divestment | 2 | 2 | 3 | 2 | X | Mid-Cap Value |
| IDLV | Invesco S&P Intl Dev Low Vol ETF | Owns companies we recommend for divestment | 2 | 2 | 2 | 3 | X | Foreign Large Blend |
| 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 |
| XJR | iShares ESG Select Scrn S&P Small-CapETF | Owns companies we recommend for divestment | 2 | 2 | 5 | 5 | V | Small Blend |
| EWQ | iShares MSCI France ETF | Owns companies we recommend for divestment | 2 | 2 | 1 | 3 | X | Miscellaneous Region |
| EWUS | iShares MSCI United Kingdom Small-Cp ETF | Owns companies we recommend for divestment | 2 | 2 | 0 | 0 | X | Miscellaneous Region |
| IJS | iShares S&P Small-Cap 600 Value ETF | Owns companies we recommend for divestment | 2 | 2 | 5 | 2 | X | Small Value |
| JVTAX | Janus Henderson Venture A | Owns companies we recommend for divestment | 2 | 2 | 1 | 3 | X | Small Growth |
| 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 |
| JAMCX | JPMorgan Mid Cap Value A | Owns companies we recommend for divestment | 2 | 2 | 1 | 2 | X | Mid-Cap Value |
| JCMVX | JPMorgan Mid Cap Value C | Owns companies we recommend for divestment | 2 | 2 | 1 | 2 | X | Mid-Cap Value |
| JMVSX | JPMorgan Mid Cap Value I | Owns companies we recommend for divestment | 2 | 2 | 1 | 2 | X | Mid-Cap Value |
| FLMVX | JPMorgan Mid Cap Value L | Owns companies we recommend for divestment | 2 | 2 | 1 | 2 | X | Mid-Cap Value |
| JMVZX | JPMorgan Mid Cap Value R2 | Owns companies we recommend for divestment | 2 | 2 | 1 | 2 | X | Mid-Cap Value |
| JMVPX | JPMorgan Mid Cap Value R3 | Owns companies we recommend for divestment | 2 | 2 | 1 | 2 | X | Mid-Cap Value |
| JMVQX | JPMorgan Mid Cap Value R4 | Owns companies we recommend for divestment | 2 | 2 | 1 | 2 | X | Mid-Cap Value |
| JMVRX | JPMorgan Mid Cap Value R5 | Owns companies we recommend for divestment | 2 | 2 | 1 | 2 | X | Mid-Cap Value |
| JMVYX | JPMorgan Mid Cap Value R6 | Owns companies we recommend for divestment | 2 | 2 | 1 | 2 | X | Mid-Cap Value |
| FIKDX | Kempner Multi-Cap Deep Value Instl | Owns companies we recommend for divestment | 2 | 2 | 3 | 2 | X | Large Value |
| FAKDX | Kempner Multi-Cap Deep Value Investor | Owns companies we recommend for divestment | 2 | 2 | 3 | 2 | X | Large Value |
| 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 |
| LSMIX | Loomis Sayles Small/Mid Cap Growth Instl | Owns companies we recommend for divestment | 2 | 2 | 0 | 2 | X | Mid-Cap Growth |
| LSMNX | Loomis Sayles Small/Mid Cap Growth N | Owns companies we recommend for divestment | 2 | 2 | 0 | 2 | X | Mid-Cap Growth |
| LICAX | Lord Abbett International Equity A | Owns companies we recommend for divestment | 2 | 2 | 4 | 2 | X | Foreign Large Blend |
| LICCX | Lord Abbett International Equity C | Owns companies we recommend for divestment | 2 | 2 | 4 | 2 | X | Foreign Large Blend |
| LICFX | Lord Abbett International Equity F | Owns companies we recommend for divestment | 2 | 2 | 4 | 2 | X | Foreign Large Blend |
| LICOX | Lord Abbett International Equity F3 | Owns companies we recommend for divestment | 2 | 2 | 4 | 2 | X | Foreign Large Blend |
| LICYX | Lord Abbett International Equity I | Owns companies we recommend for divestment | 2 | 2 | 4 | 2 | X | Foreign Large Blend |
| LICPX | Lord Abbett International Equity P | Owns companies we recommend for divestment | 2 | 2 | 4 | 2 | X | Foreign Large Blend |
| LICQX | Lord Abbett International Equity R2 | Owns companies we recommend for divestment | 2 | 2 | 4 | 2 | X | Foreign Large Blend |
| LICRX | Lord Abbett International Equity R3 | Owns companies we recommend for divestment | 2 | 2 | 4 | 2 | X | Foreign Large Blend |
| LICSX | Lord Abbett International Equity R4 | Owns companies we recommend for divestment | 2 | 2 | 4 | 2 | X | Foreign Large Blend |
| LICTX | Lord Abbett International Equity R5 | Owns companies we recommend for divestment | 2 | 2 | 4 | 2 | X | Foreign Large Blend |
| LICVX | Lord Abbett International Equity R6 | Owns companies we recommend for divestment | 2 | 2 | 4 | 2 | X | Foreign Large 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 |
| MGRCX | MFS International Growth C | 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 |
| 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 |
| MKVHX | MFS International Large Cap Value R6 | Owns companies we recommend for divestment | 2 | 2 | 2 | 2 | X | Foreign Large Value |
| MVEIX | Monteagle Select Value I | Owns companies we recommend for divestment | 2 | 2 | 1 | 2 | X | Mid-Cap Value |
| MDIV | Multi-Asset Diversified Income ETF | Owns companies we recommend for divestment | 2 | 2 | 1 | 2 | X | Aggressive Allocation |
| 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 |
| NSEIX | Nicholas Equity Income I | Owns companies we recommend for divestment | 2 | 2 | 4 | 3 | X | Large Value |
| 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 |
| ICOW | Pacer Dev Mkts Intl Csh Cows 100 ETF | Owns companies we recommend for divestment | 2 | 2 | 6 | 1 | X | Foreign Large Value |
| RYSGX | Rydex S&P SmallCap 600 Pure Growth A | Owns companies we recommend for divestment | 2 | 2 | 1 | 4 | X | Small Growth |
| RYWCX | Rydex S&P SmallCap 600 Pure Growth C | Owns companies we recommend for divestment | 2 | 2 | 1 | 4 | X | Small Growth |
| 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 |
| 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 |
| IESGX | Sit ESG Growth I | Owns companies we recommend for divestment | 2 | 2 | 5 | 6 | V | Global Large-Stock Blend |
| SESGX | Sit ESG Growth S | Owns companies we recommend for divestment | 2 | 2 | 5 | 6 | V | Global Large-Stock Blend |
| DIVY | Sound Equity Dividend Income ETF | Owns companies we recommend for divestment | 2 | 2 | 4 | 2 | X | Mid-Cap Value |
| ESIX | SPDR S&P SmallCap 600 ESG ETF | Owns companies we recommend for divestment | 2 | 2 | 4 | 3 | V | Small Blend |
| SLYV | SPDR® S&P 600 Small Cap Value ETF | Owns companies we recommend for divestment | 2 | 2 | 5 | 2 | X | Small Value |
| RLY | SPDR® SSgA Multi-Asset Real Return ETF | Owns companies we recommend for divestment | 2 | 2 | 5 | 0 | X | Global Allocation |
| 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 |
| TGFRX | Tanaka Growth | Owns companies we recommend for divestment | 2 | 2 | 2 | 3 | X | Large Growth |
| 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 |
| TRWAX | Transamerica International Equity A | Owns companies we recommend for divestment | 2 | 2 | 7 | 1 | X | Foreign Large Value |
| TRWCX | Transamerica International Equity C | Owns companies we recommend for divestment | 2 | 2 | 7 | 1 | X | Foreign Large Value |
| TSWIX | Transamerica International Equity I | Owns companies we recommend for divestment | 2 | 2 | 7 | 1 | X | Foreign Large Value |
| TRWIX | Transamerica International Equity I2 | Owns companies we recommend for divestment | 2 | 2 | 7 | 1 | X | Foreign Large Value |
| TRWTX | Transamerica International Equity I3 | Owns companies we recommend for divestment | 2 | 2 | 7 | 1 | X | Foreign Large Value |
| TRWRX | Transamerica International Equity R | Owns companies we recommend for divestment | 2 | 2 | 7 | 1 | X | Foreign Large Value |
| TRWFX | Transamerica International Equity R4 | Owns companies we recommend for divestment | 2 | 2 | 7 | 1 | X | Foreign Large Value |
| TAINX | Transamerica International Equity R6 | Owns companies we recommend for divestment | 2 | 2 | 7 | 1 | X | Foreign Large Value |
| USPVX | Union Street Partners Value A | Owns companies we recommend for divestment | 2 | 2 | 4 | 1 | X | Large Value |
| USPFX | Union Street Partners Value Advisor | Owns companies we recommend for divestment | 2 | 2 | 4 | 1 | X | Large Value |
| USPCX | Union Street Partners Value C | Owns companies we recommend for divestment | 2 | 2 | 4 | 1 | X | Large Value |
| GHAAX | VanEck Global Resources Fund A | Owns companies we recommend for divestment | 2 | 2 | 3 | 0 | X | Natural Resources |
| GHACX | VanEck Global Resources Fund C | Owns companies we recommend for divestment | 2 | 2 | 3 | 0 | X | Natural Resources |
| GHAIX | VanEck Global Resources Fund I | Owns companies we recommend for divestment | 2 | 2 | 3 | 0 | X | Natural Resources |
| GHAYX | VanEck Global Resources Fund Y | Owns companies we recommend for divestment | 2 | 2 | 3 | 0 | X | Natural Resources |
| HAP | VanEck Natural Resources ETF | Owns companies we recommend for divestment | 2 | 2 | 6 | 0 | X | Natural Resources |
| VTRIX | Vanguard International Value Inv | Owns companies we recommend for divestment | 2 | 2 | 4 | 6 | X | Foreign Large Value |
| 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 |
| VSGAX | Vanguard Small Cap Growth Index Admiral | Owns companies we recommend for divestment | 2 | 2 | 4 | 3 | X | Small Growth |
| VSGIX | Vanguard Small Cap Growth Index I | Owns companies we recommend for divestment | 2 | 2 | 4 | 3 | X | Small Growth |
| VISGX | Vanguard Small Cap Growth Index Inv | Owns companies we recommend for divestment | 2 | 2 | 4 | 3 | X | Small Growth |
| VBK | Vanguard Small-Cap Growth ETF | Owns companies we recommend for divestment | 2 | 2 | 4 | 3 | X | Small Growth |
| 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 |
| VETAX | Victory Sycamore Established Value A | Owns companies we recommend for divestment | 2 | 2 | 3 | 3 | X | Mid-Cap Value |
| VEVCX | Victory Sycamore Established Value C | 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 |
| 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 |
| VLEQX | Villere Equity | Owns companies we recommend for divestment | 2 | 2 | 3 | 3 | X | Mid-Cap Blend |
| AZBAX | Virtus Small-Cap A | Owns companies we recommend for divestment | 2 | 2 | 1 | 3 | X | Small Blend |
| AZBCX | Virtus Small-Cap C | Owns companies we recommend for divestment | 2 | 2 | 1 | 3 | X | Small Blend |
| AZBIX | Virtus Small-Cap Institutional | Owns companies we recommend for divestment | 2 | 2 | 1 | 3 | X | Small Blend |
| ASCFX | Virtus Small-Cap R6 | Owns companies we recommend for divestment | 2 | 2 | 1 | 3 | X | Small Blend |
| IJMAX | VY® JPMorgan Mid Cap Value A | Owns companies we recommend for divestment | 2 | 2 | 1 | 2 | X | Mid-Cap Value |
| IJMIX | VY® JPMorgan Mid Cap Value I | Owns companies we recommend for divestment | 2 | 2 | 1 | 2 | X | Mid-Cap Value |
| IJMSX | VY® JPMorgan Mid Cap Value S | Owns companies we recommend for divestment | 2 | 2 | 1 | 2 | X | Mid-Cap Value |
| IJPMX | VY® JPMorgan Mid Cap Value S2 | Owns companies we recommend for divestment | 2 | 2 | 1 | 2 | X | Mid-Cap Value |
| WQAIX | Westwood Quality AllCap Institutional | Owns companies we recommend for divestment | 2 | 2 | 3 | 6 | X | Large Value |
| WQAUX | Westwood Quality AllCap Ultra | Owns companies we recommend for divestment | 2 | 2 | 3 | 6 | X | Large Value |
| WSMGX | Wilshire Small Company Growth Instl | Owns companies we recommend for divestment | 2 | 2 | 1 | 4 | X | Small Growth |
| DTSGX | Wilshire Small Company Growth Invmt | Owns companies we recommend for divestment | 2 | 2 | 1 | 4 | X | Small Growth |
| ABLD | Abacus FCF Real Assets Leaders ETF | Owns companies we recommend for divestment | 3 | 2 | 6 | 1 | X | Large Value |
| AIEAX | American Beacon International Eq A | Owns companies we recommend for divestment | 3 | 2 | 7 | 4 | X | Foreign Large Value |
| 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 | 3 | X | Mid-Cap Growth |
| SMFCX | American Beacon Stephens Mid-Cap Gr C | Owns companies we recommend for divestment | 3 | 2 | 2 | 3 | X | Mid-Cap Growth |
| STMGX | American Beacon Stephens Mid-Cap Gr Inv | Owns companies we recommend for divestment | 3 | 2 | 2 | 3 | X | Mid-Cap Growth |
| SFMIX | American Beacon Stephens Mid-Cap Gr R5 | Owns companies we recommend for divestment | 3 | 2 | 2 | 3 | X | Mid-Cap Growth |
| SFMRX | American Beacon Stephens Mid-Cap Gr R6 | Owns companies we recommend for divestment | 3 | 2 | 2 | 3 | X | Mid-Cap Growth |
| SMFYX | American Beacon Stephens Mid-Cap Gr Y | Owns companies we recommend for divestment | 3 | 2 | 2 | 3 | X | Mid-Cap Growth |
| TQMIX | AMG TimesSquare Mid Cap Growth I | Owns companies we recommend for divestment | 3 | 2 | 1 | 3 | X | Mid-Cap Growth |
| TMDPX | AMG TimesSquare Mid Cap Growth N | Owns companies we recommend for divestment | 3 | 2 | 1 | 3 | X | Mid-Cap Growth |
| TMDIX | AMG TimesSquare Mid Cap Growth Z | Owns companies we recommend for divestment | 3 | 2 | 1 | 3 | X | Mid-Cap Growth |
| ADEIX | Ancora Dividend Value Equity I | Owns companies we recommend for divestment | 3 | 2 | 4 | 3 | 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 |
| BGVIX | Brandes Global Equity I | Owns companies we recommend for divestment | 3 | 2 | 5 | 2 | X | Global Large-Stock Value |
| CGIC | Capital Group International Cor Eq ETF | Owns companies we recommend for divestment | 3 | 2 | 7 | 4 | X | Foreign Large Blend |
| CRNSX | Catholic Rspnsbl Invst Intl Sm-Cp Ins | Owns companies we recommend for divestment | 3 | 2 | 3 | 1 | X | Foreign Small/Mid 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 |
| CFSSX | Column Small Cap Select | Owns companies we recommend for divestment | 3 | 2 | 3 | 5 | X | Small Blend |
| CHVCX | Cullen High Dividend Equity C | Owns companies we recommend for divestment | 3 | 2 | 6 | 4 | X | Large Value |
| CHDVX | Cullen High Dividend Equity I | Owns companies we recommend for divestment | 3 | 2 | 6 | 4 | X | Large Value |
| CHDEX | Cullen High Dividend Equity Retail | Owns companies we recommend for divestment | 3 | 2 | 6 | 4 | X | Large Value |
| DSTL | Distillate US Fdmtl Stblty & Val ETF | Owns companies we recommend for divestment | 3 | 2 | 7 | 4 | X | Large Value |
| FCDAX | Fidelity Advisor Stock Selector Sm Cp A | Owns companies we recommend for divestment | 3 | 2 | 3 | 4 | X | Small 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 | 2 | 8 | 4 | X | Foreign Large Blend |
| FTCEX | Fidelity Advisor Total Intl Equity C | Owns companies we recommend for divestment | 3 | 2 | 8 | 4 | X | Foreign Large Blend |
| FTEIX | Fidelity Advisor Total Intl Equity I | Owns companies we recommend for divestment | 3 | 2 | 8 | 4 | X | Foreign Large Blend |
| FTTEX | Fidelity Advisor Total Intl Equity M | Owns companies we recommend for divestment | 3 | 2 | 8 | 4 | X | Foreign Large Blend |
| FIEZX | Fidelity Advisor Total Intl Equity Z | Owns companies we recommend for divestment | 3 | 2 | 8 | 4 | X | Foreign Large Blend |
| FAVFX | Fidelity Advisor Value A | Owns companies we recommend for divestment | 3 | 2 | 9 | 2 | X | Mid-Cap Value |
| FCVFX | Fidelity Advisor Value C | Owns companies we recommend for divestment | 3 | 2 | 9 | 2 | X | Mid-Cap Value |
| FVIFX | Fidelity Advisor Value I | Owns companies we recommend for divestment | 3 | 2 | 9 | 2 | X | Mid-Cap Value |
| FTVFX | Fidelity Advisor Value M | Owns companies we recommend for divestment | 3 | 2 | 9 | 2 | X | Mid-Cap Value |
| FVLZX | Fidelity Advisor Value Z | Owns companies we recommend for divestment | 3 | 2 | 9 | 2 | X | Mid-Cap Value |
| FTEC | Fidelity MSCI Information Tech ETF | Owns companies we recommend for divestment | 3 | 2 | 8 | 8 | X | Technology |
| FSOPX | Fidelity Series Small Cap Opps | Owns companies we recommend for divestment | 3 | 2 | 3 | 4 | X | Small Blend |
| FDSCX | Fidelity Stock Selector Small Cap | Owns companies we recommend for divestment | 3 | 2 | 3 | 4 | X | Small Blend |
| FTIEX | Fidelity Total International Equity | Owns companies we recommend for divestment | 3 | 2 | 8 | 4 | X | Foreign Large Blend |
| FDVLX | Fidelity Value | Owns companies we recommend for divestment | 3 | 2 | 9 | 2 | X | Mid-Cap Value |
| FVLKX | Fidelity Value K | Owns companies we recommend for divestment | 3 | 2 | 9 | 2 | X | Mid-Cap Value |
| 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 |
| FVI | First Trust Dividend Strength ETF | Owns companies we recommend for divestment | 3 | 2 | 4 | 4 | X | Mid-Cap Value |
| 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 |
| GHTRX | Goldman Sachs International T/M Eq R6 | Owns companies we recommend for divestment | 3 | 2 | 6 | 6 | 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 |
| GIDCX | Goldman Sachs Intl Eq Div & Prem C | Owns companies we recommend for divestment | 3 | 2 | 15 | 5 | X | Foreign Large Blend |
| GIDHX | Goldman Sachs Intl Eq Div & Prem Instl | Owns companies we recommend for divestment | 3 | 2 | 15 | 5 | X | Foreign Large Blend |
| 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 |
| GVMCX | Government Street Opportunities | Owns companies we recommend for divestment | 3 | 2 | 2 | 4 | X | Mid-Cap Blend |
| HILGX | Hennessy Cornerstone Large Growth Instl | Owns companies we recommend for divestment | 3 | 2 | 5 | 1 | X | Mid-Cap Value |
| HFLGX | Hennessy Cornerstone Large Growth Inv | Owns companies we recommend for divestment | 3 | 2 | 5 | 1 | X | Mid-Cap Value |
| WCEO | Hypatia Women CEO ETF | Owns companies we recommend for divestment | 3 | 2 | 5 | 5 | V | Small Blend |
| 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 |
| 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 |
| MSMJX | Invesco Main Street Mid Cap R5 | 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 |
| OPMYX | Invesco Main Street Mid Cap Y | Owns companies we recommend for divestment | 3 | 2 | 3 | 4 | X | Mid-Cap Blend |
| RSPT | Invesco S&P 500® Equal Weight Tech ETF | Owns companies we recommend for divestment | 3 | 2 | 6 | 6 | X | Technology |
| PSCI | Invesco S&P SmallCap Industrials ETF | Owns companies we recommend for divestment | 3 | 2 | 0 | 4 | X | Industrials |
| VVOAX | Invesco Value Opportunities A | Owns companies we recommend for divestment | 3 | 2 | 3 | 3 | X | Mid-Cap Value |
| 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 |
| 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 |
| JMID | Janus Henderson Mid Cap Growth Alpha ETF | Owns companies we recommend for divestment | 3 | 2 | 4 | 3 | X | Mid-Cap Growth |
| JPIN | JPMorgan Diversified Return Intl Eq ETF | Owns companies we recommend for divestment | 3 | 2 | 10 | 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 |
| 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 |
| MADAX | Madison Dividend Income A | Owns companies we recommend for divestment | 3 | 2 | 4 | 1 | X | Large Value |
| 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 |
| 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 |
| OTCGX | MFS Mid Cap Growth R1 | 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 |
| 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 |
| NBHAX | Neuberger Berman Equity Income A | Owns companies we recommend for divestment | 3 | 2 | 5 | 3 | X | Large Value |
| NBHCX | Neuberger Berman Equity Income C | Owns companies we recommend for divestment | 3 | 2 | 5 | 3 | X | Large Value |
| NBHEX | Neuberger Berman Equity Income E | Owns companies we recommend for divestment | 3 | 2 | 5 | 3 | X | Large Value |
| NBHIX | Neuberger Berman Equity Income I | Owns companies we recommend for divestment | 3 | 2 | 5 | 3 | X | Large Value |
| NBHRX | Neuberger Berman Equity Income R3 | Owns companies we recommend for divestment | 3 | 2 | 5 | 3 | X | Large Value |
| PFISX | Principal International Small Company R6 | Owns companies we recommend for divestment | 3 | 2 | 1 | 1 | X | Foreign Small/Mid Blend |
| PISMX | Principal International Sml Compny Instl | Owns companies we recommend for divestment | 3 | 2 | 1 | 1 | X | Foreign Small/Mid Blend |
| DAT | ProShares Big Data Refiners ETF | Owns companies we recommend for divestment | 3 | 2 | 1 | 2 | X | Technology |
| CIEQX | Segall Bryant & Hamll Intl Eq Inst | Owns companies we recommend for divestment | 3 | 2 | 13 | 2 | X | Foreign Large Value |
| CIQRX | Segall Bryant & Hamll Intl Eq Retl | Owns companies we recommend for divestment | 3 | 2 | 13 | 2 | X | Foreign Large Value |
| NBNGX | Sit Mid Cap Growth | Owns companies we recommend for divestment | 3 | 2 | 1 | 4 | X | Mid-Cap Growth |
| SSILX | State Street International Stock Sel A | Owns companies we recommend for divestment | 3 | 2 | 7 | 1 | X | Foreign Large Value |
| SSIPX | State Street International Stock Sel I | Owns companies we recommend for divestment | 3 | 2 | 7 | 1 | X | Foreign Large Value |
| SSIQX | State Street International Stock Sel K | Owns companies we recommend for divestment | 3 | 2 | 7 | 1 | X | Foreign Large Value |
| SSAIX | State Street International Stock Sel N | Owns companies we recommend for divestment | 3 | 2 | 7 | 1 | X | Foreign Large Value |
| BAEIX | Sterling Capital Equity Income A | Owns companies we recommend for divestment | 3 | 2 | 2 | 3 | X | Large Value |
| BCEGX | Sterling Capital Equity Income C | Owns companies we recommend for divestment | 3 | 2 | 2 | 3 | X | Large Value |
| BEGIX | Sterling Capital Equity Income Instl | Owns companies we recommend for divestment | 3 | 2 | 2 | 3 | X | Large Value |
| STREX | Sterling Capital Equity Income R6 | Owns companies we recommend for divestment | 3 | 2 | 2 | 3 | X | Large Value |
| XLK | The Technology Select Sector SPDR® ETF | Owns companies we recommend for divestment | 3 | 2 | 6 | 6 | X | Technology |
| WAR | U.S. Global Tech and Arspc & Defense ETF | Owns companies we recommend for divestment | 3 | 2 | 3 | 5 | X | Technology |
| VLIFX | Value Line Mid Cap Focused | Owns companies we recommend for divestment | 3 | 2 | 1 | 3 | X | Mid-Cap Growth |
| VLMIX | Value Line Mid Cap Focused Institutional | Owns companies we recommend for divestment | 3 | 2 | 1 | 3 | X | Mid-Cap Growth |
| VGT | Vanguard Information Technology ETF | Owns companies we recommend for divestment | 3 | 2 | 8 | 8 | X | Technology |
| VITAX | Vanguard Information Technology Idx Adm | Owns companies we recommend for divestment | 3 | 2 | 8 | 8 | X | Technology |
| MAIMX | Victory Integrity Mid-Cap Value A | 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 |
| MMIJX | Victory Integrity Mid-Cap Value Member | Owns companies we recommend for divestment | 3 | 2 | 4 | 4 | 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 |
| MYIMX | Victory Integrity Mid-Cap Value Y | Owns companies we recommend for divestment | 3 | 2 | 4 | 4 | X | Mid-Cap Value |
| 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 |
| PNEAX | Virtus NFJ Dividend Value A | Owns companies we recommend for divestment | 3 | 2 | 4 | 5 | X | Large Value |
| PNECX | Virtus NFJ Dividend Value C | Owns companies we recommend for divestment | 3 | 2 | 4 | 5 | X | Large Value |
| NFJEX | Virtus NFJ Dividend Value Inst | Owns companies we recommend for divestment | 3 | 2 | 4 | 5 | X | Large Value |
| ANDVX | Virtus NFJ Dividend Value R6 | Owns companies we recommend for divestment | 3 | 2 | 4 | 5 | X | Large Value |
| WBCIX | William Blair Small-Mid Cap Core I | Owns companies we recommend for divestment | 3 | 2 | 1 | 3 | X | Small Blend |
| WBCRX | William Blair Small-Mid Cap Core R6 | Owns companies we recommend for divestment | 3 | 2 | 1 | 3 | X | Small Blend |
| WSMDX | William Blair Small-Mid Cap Growth I | Owns companies we recommend for divestment | 3 | 2 | 1 | 1 | X | Mid-Cap Growth |
| 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 |
| DOL | WisdomTree International LargeCp Div ETF | Owns companies we recommend for divestment | 3 | 2 | 13 | 7 | 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 |
| BGDV | Bahl & Gaynor Dividend ETF | Owns companies we recommend for divestment | 4 | 2 | 5 | 5 | X | Large Value |
| AFNAX | Bahl & Gaynor Income Growth A | Owns companies we recommend for divestment | 4 | 2 | 6 | 4 | X | Large Value |
| AFYCX | Bahl & Gaynor Income Growth C | Owns companies we recommend for divestment | 4 | 2 | 6 | 4 | X | Large Value |
| BGIG | Bahl & Gaynor Income Growth ETF | Owns companies we recommend for divestment | 4 | 2 | 6 | 4 | X | Large Value |
| AFNIX | Bahl & Gaynor Income Growth I | Owns companies we recommend for divestment | 4 | 2 | 6 | 4 | X | Large Value |
| 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 |
| 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 |
| FADIX | Fidelity Advisor Diversified Intl M | 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 |
| 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 |
| FITMX | Fidelity SAI International Mtm Idx | Owns companies we recommend for divestment | 4 | 2 | 6 | 4 | X | Foreign Large Growth |
| TDIV | First Trust NASDAQ Technology Div ETF | Owns companies we recommend for divestment | 4 | 2 | 4 | 7 | X | Technology |
| FXL | First Trust Technology AlphaDEX® ETF | Owns companies we recommend for divestment | 4 | 2 | 4 | 8 | X | Technology |
| FLEU | Franklin FTSE Eurozone ETF | Owns companies we recommend for divestment | 4 | 2 | 8 | 3 | X | Europe Stock |
| 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 |
| QMGAX | Invesco Advantage International A | Owns companies we recommend for divestment | 4 | 2 | 14 | 6 | X | Foreign Large Blend |
| QMGCX | Invesco Advantage International C | Owns companies we recommend for divestment | 4 | 2 | 14 | 6 | X | Foreign Large Blend |
| QMGRX | Invesco Advantage International R | Owns companies we recommend for divestment | 4 | 2 | 14 | 6 | X | Foreign Large Blend |
| GMAGX | Invesco Advantage International R5 | Owns companies we recommend for divestment | 4 | 2 | 14 | 6 | X | Foreign Large Blend |
| QMGIX | Invesco Advantage International R6 | Owns companies we recommend for divestment | 4 | 2 | 14 | 6 | X | Foreign Large Blend |
| QMGYX | Invesco Advantage International Y | Owns companies we recommend for divestment | 4 | 2 | 14 | 6 | X | Foreign Large 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 |
| HEZU | iShares Currency Hedged MSCI Eurozn ETF | Owns companies we recommend for divestment | 4 | 2 | 6 | 3 | X | Europe Stock |
| IEUS | iShares MSCI Europe Small-Cap ETF | Owns companies we recommend for divestment | 4 | 2 | 8 | 0 | X | Europe Stock |
| EZU | iShares MSCI Eurozone ETF | Owns companies we recommend for divestment | 4 | 2 | 6 | 3 | X | Europe Stock |
| IQLT | iShares MSCI Intl Quality Factor ETF | Owns companies we recommend for divestment | 4 | 2 | 9 | 3 | X | Foreign Large Blend |
| MIOFX | Marsico International Opportunities | Owns companies we recommend for divestment | 4 | 2 | 5 | 3 | X | Foreign Large Growth |
| MIIOX | Marsico International Opportunities Inst | Owns companies we recommend for divestment | 4 | 2 | 5 | 3 | X | Foreign Large Growth |
| GLNAX | MFS Global New Discovery A | Owns companies we recommend for divestment | 4 | 2 | 0 | 3 | X | Global Small/Mid Stock |
| GLNBX | MFS Global New Discovery B | Owns companies we recommend for divestment | 4 | 2 | 0 | 3 | X | Global Small/Mid Stock |
| GLNCX | MFS Global New Discovery C | Owns companies we recommend for divestment | 4 | 2 | 0 | 3 | X | Global Small/Mid Stock |
| GLNIX | MFS Global New Discovery I | Owns companies we recommend for divestment | 4 | 2 | 0 | 3 | X | Global Small/Mid Stock |
| GLNJX | MFS Global New Discovery R1 | Owns companies we recommend for divestment | 4 | 2 | 0 | 3 | X | Global Small/Mid Stock |
| GLNKX | MFS Global New Discovery R2 | Owns companies we recommend for divestment | 4 | 2 | 0 | 3 | X | Global Small/Mid Stock |
| GLNLX | MFS Global New Discovery R3 | Owns companies we recommend for divestment | 4 | 2 | 0 | 3 | X | Global Small/Mid Stock |
| GLNMX | MFS Global New Discovery R4 | Owns companies we recommend for divestment | 4 | 2 | 0 | 3 | X | Global Small/Mid Stock |
| GLNNX | MFS Global New Discovery R6 | Owns companies we recommend for divestment | 4 | 2 | 0 | 3 | X | Global Small/Mid Stock |
| NWHJX | Nationwide Bailard Intl Eqs A | Owns companies we recommend for divestment | 4 | 2 | 13 | 6 | X | Foreign Large Blend |
| NWHNX | Nationwide Bailard Intl Eqs Instl Svc | Owns companies we recommend for divestment | 4 | 2 | 13 | 6 | X | Foreign Large Blend |
| 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 |
| NOSGX | Northern Small Cap Value | Owns companies we recommend for divestment | 4 | 2 | 4 | 4 | X | Small Value |
| OAIEX | Optimum International A | Owns companies we recommend for divestment | 4 | 2 | 5 | 1 | X | Foreign Large Blend |
| OCIEX | Optimum International C | Owns companies we recommend for divestment | 4 | 2 | 5 | 1 | X | Foreign Large Blend |
| OIIEX | Optimum International Instl | Owns companies we recommend for divestment | 4 | 2 | 5 | 1 | X | Foreign Large Blend |
| PTEU | Pacer Trendpilot™ European ETF | Owns companies we recommend for divestment | 4 | 2 | 8 | 3 | X | Europe Stock |
| GINX | SGI Enhanced Global Income ETF | Owns companies we recommend for divestment | 4 | 2 | 7 | 7 | X | Global Large-Stock Value |
| FCTE | SMI 3Fourteen Full-Cycle Trend ETF | Owns companies we recommend for divestment | 4 | 2 | 3 | 4 | X | Large Blend |
| TOUS | T. Rowe Price International Equity ETF | Owns companies we recommend for divestment | 4 | 2 | 7 | 6 | X | Foreign Large Blend |
| GUNZ | Tuttle Capital Self Defense Index ETF | Owns companies we recommend for divestment | 4 | 2 | 3 | 4 | X | Miscellaneous Sector |
| DIVD | Altrius Global Dividend ETF | Owns companies we recommend for divestment | 5 | 2 | 11 | 2 | X | Global Large-Stock Value |
| 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 |
| FUEPX | American Funds Europacific Growth 529F2 | 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 |
| 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 |
| RERGX | American Funds Europacific Growth R6 | Owns companies we recommend for divestment | 5 | 2 | 12 | 5 | X | Foreign Large Growth |
| ITEQ | Amplify BlueStar Israel Technology ETF | Owns companies we recommend for divestment | 5 | 2 | 8 | 2 | X | Technology |
| ARDGX | Archer Dividend Growth | Owns companies we recommend for divestment | 5 | 2 | 4 | 3 | X | Large Value |
| ARKQ | ARK Autonomous Technology&Robotics ETF | Owns companies we recommend for divestment | 5 | 2 | 6 | 7 | X | Technology |
| CFLGX | ClearBridge Tactical Dividend Income A | Owns companies we recommend for divestment | 5 | 2 | 8 | 6 | X | Large Value |
| SMDLX | ClearBridge Tactical Dividend Income C | Owns companies we recommend for divestment | 5 | 2 | 8 | 6 | X | Large Value |
| LADIX | ClearBridge Tactical Dividend Income I | Owns companies we recommend for divestment | 5 | 2 | 8 | 6 | X | Large Value |
| LCBDX | ClearBridge Tactical Dividend Income IS | Owns companies we recommend for divestment | 5 | 2 | 8 | 6 | X | Large Value |
| DISV | Dimensional International Sm Cp Val ETF | Owns companies we recommend for divestment | 5 | 2 | 7 | 0 | X | Foreign Small/Mid Value |
| First American Multi-Manager IntlEqInstl | Owns companies we recommend for divestment | 5 | 2 | 10 | 4 | X | Foreign Large Blend |
| GSEU | Goldman Sachs ActiveBeta® Europe Eq ETF | Owns companies we recommend for divestment | 5 | 2 | 12 | 5 | X | Europe Stock |
| GIEYX | GuideStone Funds International Eq Instl | Owns companies we recommend for divestment | 5 | 2 | 16 | 6 | X | Foreign Large Blend |
| GIEZX | GuideStone Funds International Eq Inv | Owns companies we recommend for divestment | 5 | 2 | 16 | 6 | X | Foreign Large Blend |
| PWV | Invesco Large Cap Value ETF | Owns companies we recommend for divestment | 5 | 2 | 9 | 4 | X | Large Value |
| JVLAX | JHancock Disciplined Value A | Owns companies we recommend for divestment | 5 | 2 | 5 | 4 | X | Large Value |
| JVLCX | JHancock Disciplined Value C | Owns companies we recommend for divestment | 5 | 2 | 5 | 4 | X | Large Value |
| JVLIX | JHancock Disciplined Value I | Owns companies we recommend for divestment | 5 | 2 | 5 | 4 | X | Large Value |
| JDVNX | JHancock Disciplined Value NAV | Owns companies we recommend for divestment | 5 | 2 | 5 | 4 | X | Large Value |
| JDVPX | JHancock Disciplined Value R2 | Owns companies we recommend for divestment | 5 | 2 | 5 | 4 | X | Large Value |
| JDVFX | JHancock Disciplined Value R4 | Owns companies we recommend for divestment | 5 | 2 | 5 | 4 | X | Large Value |
| JDVVX | JHancock Disciplined Value R5 | Owns companies we recommend for divestment | 5 | 2 | 5 | 4 | X | Large Value |
| JDVWX | JHancock Disciplined Value R6 | Owns companies we recommend for divestment | 5 | 2 | 5 | 4 | X | Large Value |
| JNL/Mellon Infor Tech Sect A | Owns companies we recommend for divestment | 5 | 2 | 6 | 9 | X | Technology |
| JNL/Mellon Infor Tech Sect I | Owns companies we recommend for divestment | 5 | 2 | 6 | 9 | X | Technology |
| 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 |
| MMIUX | MassMutual Select TRP Intl Equity I | Owns companies we recommend for divestment | 5 | 2 | 11 | 5 | X | Foreign Large Blend |
| PGOFX | Pioneer Select Mid Cap Growth A | Owns companies we recommend for divestment | 5 | 2 | 2 | 5 | X | Mid-Cap Growth |
| GOFCX | Pioneer Select Mid Cap Growth C | Owns companies we recommend for divestment | 5 | 2 | 2 | 5 | X | Mid-Cap Growth |
| PSMKX | Pioneer Select Mid Cap Growth K | Owns companies we recommend for divestment | 5 | 2 | 2 | 5 | X | Mid-Cap Growth |
| PGRRX | Pioneer Select Mid Cap Growth R | Owns companies we recommend for divestment | 5 | 2 | 2 | 5 | X | Mid-Cap Growth |
| GROYX | Pioneer Select Mid Cap Growth Y | Owns companies we recommend for divestment | 5 | 2 | 2 | 5 | X | Mid-Cap Growth |
| TMSL | T. Rowe Price Small-Mid Cap ETF | Owns companies we recommend for divestment | 5 | 2 | 2 | 5 | X | Mid-Cap Blend |
| PSILX | T. Rowe Price Spectrum International Eq | Owns companies we recommend for divestment | 5 | 2 | 11 | 7 | X | Foreign Large Blend |
| TSINX | T. Rowe Price Spectrum International EqI | Owns companies we recommend for divestment | 5 | 2 | 11 | 7 | X | Foreign Large Blend |
| IIVAX | Transamerica Small/Mid Cap Value A | Owns companies we recommend for divestment | 5 | 2 | 5 | 7 | X | Mid-Cap Value |
| IIVLX | Transamerica Small/Mid Cap Value C | Owns companies we recommend for divestment | 5 | 2 | 5 | 7 | X | Mid-Cap Value |
| TSVIX | Transamerica Small/Mid Cap Value I | Owns companies we recommend for divestment | 5 | 2 | 5 | 7 | X | Mid-Cap Value |
| TSMVX | Transamerica Small/Mid Cap Value I2 | Owns companies we recommend for divestment | 5 | 2 | 5 | 7 | X | Mid-Cap Value |
| TASMX | Transamerica Small/Mid Cap Value R6 | Owns companies we recommend for divestment | 5 | 2 | 5 | 7 | X | Mid-Cap Value |
| VMSGX | VALIC Company I Mid Cap Strategic Gr | Owns companies we recommend for divestment | 5 | 2 | 3 | 8 | X | Mid-Cap Growth |
| WLTTX | Wilshire International Equity Instl | Owns companies we recommend for divestment | 5 | 2 | 16 | 4 | X | Foreign Large Blend |
| WLCTX | Wilshire International Equity Invmt | Owns companies we recommend for divestment | 5 | 2 | 16 | 4 | X | Foreign Large Blend |
| QINT | American Century Quality Dvrs Intl ETF | Owns companies we recommend for divestment | 6 | 2 | 14 | 4 | X | Foreign Large Blend |
| IZRL | ARK Israel Innovative Technology ETF | Owns companies we recommend for divestment | 6 | 2 | 8 | 2 | X | Technology |
| 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 |
| EQIN | Columbia US Equity Income ETF | Owns companies we recommend for divestment | 6 | 2 | 9 | 6 | X | Large Value |
| INCE | Franklin Income Equity Focus ETF | Owns companies we recommend for divestment | 6 | 2 | 10 | 3 | X | Large Blend |
| 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 |
| 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 |
| 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 |
| MEIHX | MFS Value R3 | Owns companies we recommend for divestment | 6 | 2 | 7 | 5 | X | Large Value |
| MEIJX | MFS Value R4 | 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 |
| MSTFX | Morningstar International Equity | Owns companies we recommend for divestment | 6 | 2 | 15 | 6 | X | Foreign Large Blend |
| PRDMX | T. Rowe Price Diversified Mid Cap Gr | Owns companies we recommend for divestment | 6 | 2 | 4 | 7 | X | Mid-Cap Growth |
| RPTTX | T. Rowe Price Diversified Mid Cap Gr I | Owns companies we recommend for divestment | 6 | 2 | 4 | 7 | X | Mid-Cap Growth |
| TPIF | Timothy Plan International ETF | Owns companies we recommend for divestment | 6 | 2 | 14 | 2 | X | Foreign Large Blend |
| VVMCX | VALIC Company I Mid Cap Value | Owns companies we recommend for divestment | 6 | 2 | 6 | 8 | X | Mid-Cap Value |
| IAXAX | VY® T. Rowe Price Divers Mid Cap Gr A | Owns companies we recommend for divestment | 6 | 2 | 4 | 7 | X | Mid-Cap Growth |
| IAXIX | VY® T. Rowe Price Divers Mid Cap Gr I | Owns companies we recommend for divestment | 6 | 2 | 4 | 7 | X | Mid-Cap Growth |
| VYRIX | VY® T. Rowe Price Divers Mid Cap Gr R6 | Owns companies we recommend for divestment | 6 | 2 | 4 | 7 | X | Mid-Cap Growth |
| IAXSX | VY® T. Rowe Price Divers Mid Cap Gr S | Owns companies we recommend for divestment | 6 | 2 | 4 | 7 | X | Mid-Cap Growth |
| IAXTX | VY® T. Rowe Price Divers Mid Cap Gr S2 | Owns companies we recommend for divestment | 6 | 2 | 4 | 7 | X | Mid-Cap Growth |
| AIVL | WisdomTree US Al Enhanced Val ETF | Owns companies we recommend for divestment | 6 | 2 | 9 | 4 | X | Mid-Cap Value |
| DBEZ | Xtrackers MSCI Eurozone Hedged Eq ETF | Owns companies we recommend for divestment | 6 | 2 | 13 | 3 | X | Europe Stock |
| ARKX | ARK Space Exploration & Innovation ETF | Owns companies we recommend for divestment | 7 | 2 | 7 | 10 | X | Mid-Cap Growth |
| CGCV | Capital Group Conservative Equity ETF | Owns companies we recommend for divestment | 7 | 2 | 8 | 9 | X | Large Value |
| QTUM | Defiance Quantum ETF | Owns companies we recommend for divestment | 7 | 2 | 10 | 10 | X | Technology |
| CEFA | Global X S&P Cthlc Vls Dvlpd ex-US ETF | Owns companies we recommend for divestment | 7 | 2 | 17 | 4 | X | Foreign Large Blend |
| EFV | iShares MSCI EAFE Value ETF | Owns companies we recommend for divestment | 7 | 2 | 17 | 6 | X | Foreign Large Value |
| ISCF | iShares MSCI Intl Small-Cap Mltfct ETF | Owns companies we recommend for divestment | 7 | 2 | 9 | 1 | X | Foreign Small/Mid Blend |
| SEIE | SEI Select International Equity ETF | Owns companies we recommend for divestment | 7 | 2 | 11 | 3 | X | Global Large-Stock Blend |
| DAINX | Dunham International Stock A | Owns companies we recommend for divestment | 8 | 2 | 11 | 3 | X | Foreign Large Value |
| DCINX | Dunham International Stock C | Owns companies we recommend for divestment | 8 | 2 | 11 | 3 | X | Foreign Large Value |
| DNINX | Dunham International Stock N | Owns companies we recommend for divestment | 8 | 2 | 11 | 3 | X | Foreign Large Value |
| 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 |
| FCYIX | Fidelity Select Industrials Portfolio | Owns companies we recommend for divestment | 8 | 2 | 5 | 5 | X | Industrials |
| GICAX | Goldman Sachs Intl Sm Cp Insghts A | Owns companies we recommend for divestment | 8 | 2 | 13 | 0 | X | Foreign Small/Mid Blend |
| GICCX | Goldman Sachs Intl Sm Cp Insghts C | Owns companies we recommend for divestment | 8 | 2 | 13 | 0 | X | Foreign Small/Mid Blend |
| GICIX | Goldman Sachs Intl Sm Cp Insghts Instl | Owns companies we recommend for divestment | 8 | 2 | 13 | 0 | X | Foreign Small/Mid Blend |
| GIRLX | Goldman Sachs Intl Sm Cp Insghts Inv | Owns companies we recommend for divestment | 8 | 2 | 13 | 0 | X | Foreign Small/Mid Blend |
| GGDPX | Goldman Sachs Intl Sm Cp Insghts P | Owns companies we recommend for divestment | 8 | 2 | 13 | 0 | X | Foreign Small/Mid Blend |
| GICUX | Goldman Sachs Intl Sm Cp Insghts R6 | Owns companies we recommend for divestment | 8 | 2 | 13 | 0 | X | Foreign Small/Mid Blend |
| RODE | Hartford Multifactor Divers Intl ETF | Owns companies we recommend for divestment | 8 | 2 | 13 | 4 | X | Foreign Large 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 |
| 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 |
| MCVIX | MFS Mid Cap Value I | 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 |
| 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 |
| PINZX | Principal Overseas Instl | Owns companies we recommend for divestment | 8 | 2 | 18 | 8 | X | Foreign Large Value |
| PINTX | Principal Overseas R3 | Owns companies we recommend for divestment | 8 | 2 | 18 | 8 | X | Foreign Large Value |
| DIHRX | DFA Intl Hi Relatv Profitability Instl | Owns companies we recommend for divestment | 10 | 2 | 29 | 6 | X | Foreign Large Blend |
| XAR | SPDR® S&P Aerospace & Defense ETF | Owns companies we recommend for divestment | 10 | 2 | 9 | 9 | X | Industrials |
| PDN | Invesco FTSE RAFI Dev Mkts ex-US S/M ETF | Owns companies we recommend for divestment | 11 | 2 | 23 | 1 | X | Foreign Small/Mid 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 |
| RODM | Hartford Multifactor Dev Mkts (exUS) ETF | Owns companies we recommend for divestment | 12 | 2 | 18 | 5 | X | Foreign Large Value |
| RSPN | Invesco S&P 500® Equal Wt Indls ETF | Owns companies we recommend for divestment | 12 | 2 | 10 | 9 | X | Industrials |
| XLI | The Industrial Select Sector SPDR® ETF | Owns companies we recommend for divestment | 12 | 2 | 10 | 9 | X | Industrials |
| DIHP | Dimensional International High Pbly ETF | Owns companies we recommend for divestment | 13 | 2 | 31 | 5 | X | Foreign Large Blend |
| CMIEX | Multi-Manager Intl Eq Strats Instl | Owns companies we recommend for divestment | 14 | 2 | 22 | 6 | X | Foreign Large Blend |
| DFISX | DFA International Small Company I | Owns companies we recommend for divestment | 15 | 2 | 27 | 0 | X | Foreign Small/Mid Blend |
| AVANX | Avantis® International Small Cap Val G | Owns companies we recommend for divestment | 16 | 2 | 23 | 1 | X | Foreign Small/Mid Value |
| AVDVX | Avantis® International Small Cap Val Ins | Owns companies we recommend for divestment | 16 | 2 | 23 | 1 | X | Foreign Small/Mid Value |
| EXI | iShares Global Industrials ETF | Owns companies we recommend for divestment | 17 | 2 | 22 | 14 | X | Industrials |
| NATO | Themes Transatlantic Defense ETF | Owns companies we recommend for divestment | 17 | 2 | 14 | 14 | X | Industrials |
| PPA | Invesco Aerospace & Defense ETF | Owns companies we recommend for divestment | 18 | 2 | 14 | 18 | X | Industrials |
| AVNV | Avantis All International Mkts Val ETF | Owns companies we recommend for divestment | 20 | 2 | 49 | 3 | X | Foreign Large Value |
| AVDS | Avantis International Small Cp Eq ETF | Owns companies we recommend for divestment | 21 | 2 | 34 | 0 | X | Foreign Small/Mid Blend |
| ISRA | VanEck Israel ETF | Owns companies we recommend for divestment | 21 | 2 | 32 | 2 | X | Miscellaneous Region |
| EIS | iShares MSCI Israel ETF | Owns companies we recommend for divestment | 27 | 2 | 39 | 2 | X | Miscellaneous Region |
| ALAI | Alger AI Enablers & Adopters ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 2 | 2 | X | Technology |
| ALARX | Alger Capital Appreciation Instl I | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 3 | X | Large Growth |
| ACARX | Alger Capital Appreciation Instl R | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 3 | X | Large Growth |
| ACAYX | Alger Capital Appreciation Instl Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 3 | X | Large Growth |
| ACIZX | Alger Capital Appreciation Instl Z-2 | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 3 | X | Large Growth |
| CNEAX | Alger Concentrated Equity A | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 3 | X | Large Growth |
| CNECX | Alger Concentrated Equity C | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 3 | X | Large Growth |
| CNEQ | Alger Concentrated Equity ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 3 | X | Large Growth |
| CNEIX | Alger Concentrated Equity I | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 3 | X | Large Growth |
| CNEYX | Alger Concentrated Equity Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 3 | X | Large Growth |
| CNEZX | Alger Concentrated Equity Z | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 3 | X | Large Growth |
| ALAFX | Alger Focus Equity A | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 3 | X | Large Growth |
| ALCFX | Alger Focus Equity C | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 3 | X | Large Growth |
| ALGRX | Alger Focus Equity I | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 3 | X | Large Growth |
| ALGYX | Alger Focus Equity Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 3 | X | Large Growth |
| ALZFX | Alger Focus Equity Z | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 3 | X | Large Growth |
| AAGOX | Alger Large Cap Growth I-2 | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 3 | X | Large Growth |
| OUSM | ALPS O'Shares US Sm-Cp Qul Div ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 1 | 1 | X | Small Blend |
| FDG | American Century Foc Dynmc Gr ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 4 | X | Large Growth |
| ACFDX | American Century Focused Dynamic Gr A | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 2 | 4 | X | Large Growth |
| ACFGX | American Century Focused Dynamic Gr G | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 2 | 4 | X | Large Growth |
| ACFSX | American Century Focused Dynamic Gr I | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 2 | 4 | X | Large Growth |
| ACFOX | American Century Focused Dynamic Gr Inv | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 2 | 4 | X | Large Growth |
| ACFCX | American Century Focused Dynamic Gr R | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 2 | 4 | X | Large Growth |
| ACFNX | American Century Focused Dynamic Gr R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 2 | 4 | X | Large Growth |
| AIVC | Amplify Bloomberg AI Value Chain ETF | Owns companies we recommend for divestment | 0 | 3 | 4 | 3 | X | Technology |
| ETHO | Amplify Etho Climate Leadership U.S. ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 3 | V | Mid-Cap Blend |
| IBUY | Amplify Online Retail ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 6 | 1 | X | Consumer Cyclical |
| AOTG | AOT Growth and Innovation ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 4 | X | Technology |
| ARUIX | ARGA Value Institutional | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 1 | 0 | X | Mid-Cap Value |
| WUGI | AXS Esoterica NextG Economy ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 4 | X | Technology |
| CCGIX | Baird Chautauqua Global Growth Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 2 | 2 | X | Global Large-Stock Growth |
| CCGSX | Baird Chautauqua Global Growth Inv | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 2 | 2 | X | Global Large-Stock Growth |
| BFTIX | Baron Fifth Avenue Growth Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 3 | X | Large Growth |
| BFTUX | Baron Fifth Avenue Growth R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 3 | X | Large Growth |
| BFTHX | Baron Fifth Avenue Growth Retail | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 3 | X | Large Growth |
| BVSIX | Baywood Socially Responsible Instl | Owns companies we recommend for divestment | 0 | 3 | 3 | 2 | V | Large Value |
| MAFGX | BlackRock Capital Appreciation Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 4 | X | Large Growth |
| MDFGX | BlackRock Capital Appreciation Inv A | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 4 | X | Large Growth |
| MCFGX | BlackRock Capital Appreciation Inv C | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 4 | X | Large Growth |
| BFGBX | BlackRock Capital Appreciation K | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 4 | X | Large Growth |
| MRFGX | BlackRock Capital Appreciation R | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 4 | X | Large Growth |
| MAFOX | BlackRock Large Cap Focus Growth Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 3 | X | Large Growth |
| MDFOX | BlackRock Large Cap Focus Growth Inv A | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 3 | X | Large Growth |
| MCFOX | BlackRock Large Cap Focus Growth Inv C | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 3 | X | Large Growth |
| MKFOX | BlackRock Large Cap Focus Growth K | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 3 | X | Large Growth |
| DGLAX | BNY Mellon Global Stock - A | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 2 | 2 | X | Global Large-Stock Growth |
| DGLCX | BNY Mellon Global Stock - C | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 2 | 2 | X | Global Large-Stock Growth |
| DGLRX | BNY Mellon Global Stock - I | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 2 | 2 | X | Global Large-Stock Growth |
| DGLYX | BNY Mellon Global Stock - Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 2 | 2 | X | Global Large-Stock Growth |
| DWOAX | BNY Mellon Research Growth A | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 2 | 3 | X | Large Growth |
| DWOCX | BNY Mellon Research Growth C | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 2 | 3 | X | Large Growth |
| DWOIX | BNY Mellon Research Growth I | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 2 | 3 | X | Large Growth |
| DRYQX | BNY Mellon Research Growth Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 2 | 3 | X | Large Growth |
| DREQX | BNY Mellon Research Growth Z | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 2 | 3 | X | Large Growth |
| BOYAX | Boyar Value | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 2 | 2 | X | Large Value |
| BRTNX | Bretton Fund | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 1 | 2 | X | Large Blend |
| BASVX | Brown Advisory Sustainable Val Inst | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 1 | V | Large Value |
| BISVX | Brown Advisory Sustainable Val Inv | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 1 | V | Large Value |
| SROI | Calamos Antetokounmpo Global Sus Eqs ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 5 | 5 | V | Global Large-Stock Blend |
| SROAX | Calamos Antetokounmpo Sustainable Eqs A | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 2 | 4 | V | Large Blend |
| SROCX | Calamos Antetokounmpo Sustainable Eqs C | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 2 | 4 | V | Large Blend |
| SROIX | Calamos Antetokounmpo Sustainable Eqs I | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 2 | 4 | V | Large Blend |
| SRORX | Calamos Antetokounmpo Sustainable Eqs R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 2 | 4 | V | Large Blend |
| CSIEX | Calvert Equity A | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 2 | 5 | V | Large Growth |
| CSECX | Calvert Equity C | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 2 | 5 | V | Large Growth |
| CEYIX | Calvert Equity I | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 2 | 5 | V | Large Growth |
| CEYRX | Calvert Equity R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 2 | 5 | V | Large Growth |
| CGLAX | Calvert Global Equity Fund Class A | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 3 | V | Global Large-Stock Growth |
| CGLIX | Calvert Global Equity Fund Class I | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 3 | V | Global Large-Stock Growth |
| FICGX | Cantor Fitzgerald Large Cap Fcs Cl A | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 2 | X | Large Growth |
| FICHX | Cantor Fitzgerald Large Cap Fcs Cl Inst | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 2 | X | Large Growth |
| FICIX | Cantor Fitzgerald Large Cap Fcs Cl R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 2 | X | Large Growth |
| CARK | CastleArk Large Growth ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 4 | X | Large Growth |
| LGVAX | ClearBridge Value A | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 1 | X | Large Value |
| LMVTX | ClearBridge Value C | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 1 | X | Large Value |
| LMVFX | ClearBridge Value FI | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 1 | X | Large Value |
| LMNVX | ClearBridge Value I | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 1 | X | Large Value |
| CBVBX | ClearBridge Value IS | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 1 | X | Large Value |
| LMVRX | ClearBridge Value R | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 1 | X | Large Value |
| IGLGX | Columbia Select Global Equity A | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 5 | X | Global Large-Stock Growth |
| RGCEX | Columbia Select Global Equity C | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 5 | X | Global Large-Stock Growth |
| CGEZX | Columbia Select Global Equity Inst | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 5 | X | Global Large-Stock Growth |
| RGERX | Columbia Select Global Equity Inst2 | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 5 | X | Global Large-Stock Growth |
| CSEYX | Columbia Select Global Equity Inst3 | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 5 | X | Global Large-Stock Growth |
| CSBIX | Cromwell Sustainable Balanced Inst | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 5 | V | Moderate Allocation |
| LIMIX | Cromwell Tran Sustainable Focus Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 5 | V | Large Growth |
| LIMAX | Cromwell Tran Sustainable Focus Investor | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 5 | V | Large Growth |
| DFDPX | DF Dent Premier Growth Investor | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 2 | 4 | X | Large Growth |
| DHFIX | Diamond Hill Large Cap Concentrated I | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 2 | 2 | X | Large Value |
| DHFAX | Diamond Hill Large Cap Concentrated Inv | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 2 | 2 | X | Large Value |
| DHFYX | Diamond Hill Large Cap Concentrated Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 2 | 2 | X | Large Value |
| WFH | Direxion Work From Home ETF | Owns companies we recommend for divestment | 0 | 3 | 5 | 4 | X | Technology |
| HSSAX | Emerald Finance & Bking Innovt Fd A | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 0 | 3 | X | Financial |
| HSSCX | Emerald Finance & Bking Innovt Fd C | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 0 | 3 | X | Financial |
| HSSIX | Emerald Finance & Bking Innovt Fd Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 0 | 3 | X | Financial |
| FFBFX | Emerald Finance & Bking Innovt Fd Inv | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 0 | 3 | X | Financial |
| SXQG | ETC 6 Meridian Quality Growth ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 2 | 2 | X | Large Growth |
| FLEJX | Fidelity Advisor® Leveraged CoStock A | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 5 | 4 | X | Large Blend |
| FLEMX | Fidelity Advisor® Leveraged CoStock C | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 5 | 4 | X | Large Blend |
| FLENX | Fidelity Advisor® Leveraged CoStock I | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 5 | 4 | X | Large Blend |
| FLELX | Fidelity Advisor® Leveraged CoStock M | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 5 | 4 | X | Large Blend |
| FLEOX | Fidelity Advisor® Leveraged CoStock Z | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 5 | 4 | X | Large Blend |
| FDCF | Fidelity Disruptive Communications ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 3 | X | Communications |
| FDTX | Fidelity Disruptive Technology ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 5 | X | Technology |
| FLVCX | Fidelity Leveraged Company Stock | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 5 | 4 | X | Large Blend |
| FLCKX | Fidelity Leveraged Company Stock K | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 5 | 4 | X | Large Blend |
| FHLC | Fidelity MSCI Health Care ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 1 | 1 | X | Health |
| FSCSX | Fidelity Select Software & IT Svcs Port | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 2 | 5 | X | Technology |
| FEFAX | First Eagle Rising Dividend Fund A | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 3 | X | Large Value |
| FEAMX | First Eagle Rising Dividend Fund C | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 3 | X | Large Value |
| FEAIX | First Eagle Rising Dividend Fund I | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 3 | X | Large Value |
| FEFRX | First Eagle Rising Dividend Fund R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 3 | X | Large Value |
| FBBAX | First Foundation Total Return A | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 2 | 2 | X | Moderately Aggressive Allocation |
| FBBYX | First Foundation Total Return Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 2 | 2 | X | Moderately Aggressive Allocation |
| SKYY | First Trust Cloud Computing ETF | Owns companies we recommend for divestment | 0 | 3 | 5 | 4 | X | Technology |
| FXG | First Trust Cnsmr Staples AlphaDEX® ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 0 | 0 | X | Consumer Defensive |
| DVLU | First Trust Dorsey Wright Momt & Val ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 0 | 2 | X | Mid-Cap Value |
| FDN | First Trust Dow Jones Internet ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 8 | 4 | X | Technology |
| FXH | First Trust Health Care AlphaDEX® ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 1 | 1 | X | Health |
| ILDR | First Trust Innovation Leaders ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 4 | X | Large Growth |
| FTXG | First Trust Nasdaq Food & Beverage ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 0 | 0 | X | Consumer Defensive |
| ISHP | First Trust S-Network Glb E-Com ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 7 | 2 | X | Consumer Cyclical |
| FVILX | Forester Value I | Owns companies we recommend for divestment | 0 | 3 | 3 | 0 | X | Large Value |
| FVALX | Forester Value N | Owns companies we recommend for divestment | 0 | 3 | 3 | 0 | X | Large Value |
| FVRLX | Forester Value R | Owns companies we recommend for divestment | 0 | 3 | 3 | 0 | X | Large Value |
| KONG | Formidable Fortress ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 2 | 2 | X | Mid-Cap Blend |
| FPACX | FPA Crescent | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 3 | X | Moderately Aggressive Allocation |
| FPFRX | FPA Crescent Fund Investor | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 3 | X | Moderately Aggressive Allocation |
| FPCSX | FPA Crescent Supra Institutional | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 3 | X | Moderately Aggressive Allocation |
| FPAG | FPA Global Equity ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 3 | X | Global Large-Stock Value |
| YLDE | Franklin ClearBridge Enhanced Inc ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 2 | 3 | X | Large Value |
| BUYZ | Franklin Disruptive Commerce ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 7 | 3 | X | Global Large-Stock Growth |
| GTCAX | Gabelli Global Content & Connect A | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 5 | 4 | X | Communications |
| GABTX | Gabelli Global Content & Connect AAA | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 5 | 4 | X | Communications |
| GTCCX | Gabelli Global Content & Connect C | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 5 | 4 | X | Communications |
| GTTIX | Gabelli Global Content & Connect I | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 5 | 4 | X | Communications |
| CLOU | Global X Cloud Computing ETF | Owns companies we recommend for divestment | 0 | 3 | 3 | 4 | X | Technology |
| MILN | Global X Millennials Consumer ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 8 | 2 | X | Large Growth |
| DARP | Grizzle Growth ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 3 | X | Large Growth |
| GINNX | Guinness Atkinson™ Global Inntrs Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 5 | X | Global Large-Stock Growth |
| IWIRX | Guinness Atkinson™ Global Inntrs Inv | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 5 | X | Global Large-Stock Growth |
| HGOAX | Hartford Growth Opportunities A | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 4 | X | Large Growth |
| HGOCX | Hartford Growth Opportunities C | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 4 | X | Large Growth |
| HGOFX | Hartford Growth Opportunities F | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 4 | X | Large Growth |
| HGOIX | Hartford Growth Opportunities I | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 4 | X | Large Growth |
| HGORX | Hartford Growth Opportunities R3 | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 4 | X | Large Growth |
| HGOSX | Hartford Growth Opportunities R4 | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 4 | X | Large Growth |
| HGOTX | Hartford Growth Opportunities R5 | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 4 | X | Large Growth |
| HGOVX | Hartford Growth Opportunities R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 4 | X | Large Growth |
| HGOYX | Hartford Growth Opportunities Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 4 | X | Large Growth |
| HFGO | Hartford Large Cap Growth ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 4 | X | Large Growth |
| HMVAX | Hartford MidCap Value A | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 2 | X | Mid-Cap Value |
| HMVCX | Hartford MidCap Value C | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 2 | X | Mid-Cap Value |
| HMVFX | Hartford MidCap Value F | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 2 | X | Mid-Cap Value |
| HMVJX | Hartford MidCap Value I | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 2 | X | Mid-Cap Value |
| HMVRX | Hartford MidCap Value R3 | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 2 | X | Mid-Cap Value |
| HMVSX | Hartford MidCap Value R4 | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 2 | X | Mid-Cap Value |
| HMVTX | Hartford MidCap Value R5 | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 2 | X | Mid-Cap Value |
| HMVUX | Hartford MidCap Value R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 2 | X | Mid-Cap Value |
| HMVYX | Hartford MidCap Value Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 2 | X | Mid-Cap Value |
| HVEIX | HVIA Equity Institutional | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 5 | 5 | X | Large Blend |
| PNQI | Invesco NASDAQ Internet ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 8 | 4 | X | Technology |
| BGRO | iShares Large Cap Growth Active ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 4 | X | Large Growth |
| BELT | iShares Long-Term U.S. Equity Active ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 4 | X | Large Growth |
| IYK | iShares US Consumer Staples ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 0 | 0 | X | Consumer Defensive |
| IYH | iShares US Healthcare ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 1 | 1 | X | Health |
| JDCAX | Janus Henderson Forty A | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 3 | X | Large Growth |
| JACCX | Janus Henderson Forty C | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 3 | X | Large Growth |
| JFRDX | Janus Henderson Forty D | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 3 | X | Large Growth |
| JCAPX | Janus Henderson Forty I | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 3 | X | Large Growth |
| JFRNX | Janus Henderson Forty N | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 3 | X | Large Growth |
| JDCRX | Janus Henderson Forty R | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 3 | X | Large Growth |
| JARTX | Janus Henderson Forty S | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 3 | X | Large Growth |
| JACTX | Janus Henderson Forty T | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 3 | X | Large Growth |
| JACAX | Janus Henderson VIT Forty Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 3 | X | Large Growth |
| Janus Henderson VIT Forty Svc | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 3 | X | Large Growth |
| JGRW | Jensen Quality Growth ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 1 | 4 | X | Large Blend |
| JENIX | Jensen Quality Growth I | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 1 | 4 | X | Large Blend |
| JENSX | Jensen Quality Growth J | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 1 | 4 | X | Large Blend |
| JENRX | Jensen Quality Growth R | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 1 | 4 | X | Large Blend |
| JENYX | Jensen Quality Growth Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 1 | 4 | X | Large Blend |
| JTKAX | JHancock Global Thematic Opps A | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 6 | 5 | X | Global Large-Stock Blend |
| JTKCX | JHancock Global Thematic Opps C | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 6 | 5 | X | Global Large-Stock Blend |
| JTKIX | JHancock Global Thematic Opps I | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 6 | 5 | X | Global Large-Stock Blend |
| JTKNX | JHancock Global Thematic Opps NAV | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 6 | 5 | X | Global Large-Stock Blend |
| JTKRX | JHancock Global Thematic Opps R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 6 | 5 | X | Global Large-Stock Blend |
| JSGAX | JHancock U.S. Growth A | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 4 | X | Large Growth |
| JSGCX | JHancock U.S. Growth C | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 4 | X | Large Growth |
| JSGIX | JHancock U.S. Growth I | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 4 | X | Large Growth |
| JHancock U.S. Growth NAV | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 4 | X | Large Growth |
| JSGRX | JHancock U.S. Growth R2 | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 4 | X | Large Growth |
| JHSGX | JHancock U.S. Growth R4 | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 4 | X | Large Growth |
| JSGTX | JHancock U.S. Growth R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 4 | X | Large Growth |
| JNL/BlackRock Large Cap Select Growth A | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 4 | X | Large Growth |
| JNL/BlackRock Large Cap Select Growth I | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 4 | X | Large Growth |
| JNL/Mellon Healthcare Sector A | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 1 | 1 | X | Health |
| JNL/Mellon Healthcare Sector I | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 1 | 1 | X | Health |
| JOGEX | JOHCM Global Select Advisor | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 4 | X | Global Large-Stock Growth |
| JOGIX | JOHCM Global Select Institutional | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 4 | X | Global Large-Stock Growth |
| JICAX | JPMorgan US Sustainable Leaders A | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 2 | 6 | V | Large Blend |
| JICCX | JPMorgan US Sustainable Leaders C | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 2 | 6 | V | Large Blend |
| JIISX | JPMorgan US Sustainable Leaders I | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 2 | 6 | V | Large Blend |
| JIIGX | JPMorgan US Sustainable Leaders R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 2 | 6 | V | Large Blend |
| KQQQ | Kurv Technology Titans Select ETF | Owns companies we recommend for divestment | 0 | 3 | 5 | 4 | X | Technology |
| LCLG | Logan Capital Broad Innovative Gr ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 4 | X | Large Growth |
| LGMAX | Loomis Sayles Global Allocation A | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 4 | X | Global Allocation |
| LGMCX | Loomis Sayles Global Allocation C | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 4 | X | Global Allocation |
| LGMNX | Loomis Sayles Global Allocation N | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 4 | X | Global Allocation |
| LSWWX | Loomis Sayles Global Allocation Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 4 | X | Global Allocation |
| LGCAX | Lord Abbett Global Equity A | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 6 | X | Global Large-Stock Blend |
| LGCCX | Lord Abbett Global Equity C | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 6 | X | Global Large-Stock Blend |
| LGCFX | Lord Abbett Global Equity F | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 6 | X | Global Large-Stock Blend |
| LGCOX | Lord Abbett Global Equity F3 | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 6 | X | Global Large-Stock Blend |
| LGCYX | Lord Abbett Global Equity I | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 6 | X | Global Large-Stock Blend |
| LGCRX | Lord Abbett Global Equity R3 | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 6 | X | Global Large-Stock Blend |
| LGCSX | Lord Abbett Global Equity R4 | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 6 | X | Global Large-Stock Blend |
| LGCVX | Lord Abbett Global Equity R5 | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 6 | X | Global Large-Stock Blend |
| LGCWX | Lord Abbett Global Equity R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 6 | X | Global Large-Stock Blend |
| MTCAX | MFS Technology A | Owns companies we recommend for divestment | 0 | 3 | 7 | 5 | X | Technology |
| MTCBX | MFS Technology B | Owns companies we recommend for divestment | 0 | 3 | 7 | 5 | X | Technology |
| MTCCX | MFS Technology C | Owns companies we recommend for divestment | 0 | 3 | 7 | 5 | X | Technology |
| MTCIX | MFS Technology I | Owns companies we recommend for divestment | 0 | 3 | 7 | 5 | X | Technology |
| MTCKX | MFS Technology R1 | Owns companies we recommend for divestment | 0 | 3 | 7 | 5 | X | Technology |
| MTERX | MFS Technology R2 | Owns companies we recommend for divestment | 0 | 3 | 7 | 5 | X | Technology |
| MTCHX | MFS Technology R3 | Owns companies we recommend for divestment | 0 | 3 | 7 | 5 | X | Technology |
| MTCJX | MFS Technology R4 | Owns companies we recommend for divestment | 0 | 3 | 7 | 5 | X | Technology |
| MTCLX | MFS Technology R6 | Owns companies we recommend for divestment | 0 | 3 | 7 | 5 | X | Technology |
| NSOPX | North Star Opportunity A | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 2 | X | Moderately Aggressive Allocation |
| NSOIX | North Star Opportunity I | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 2 | X | Moderately Aggressive Allocation |
| IWFG | NYLI Winslow Focused Large Cap Gr ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 3 | X | Large Growth |
| OAYWX | Oakmark Global Select Advisor | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 2 | X | Global Large-Stock Value |
| OANWX | Oakmark Global Select Institutional | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 2 | X | Global Large-Stock Value |
| OAKWX | Oakmark Global Select Investor | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 2 | X | Global Large-Stock Value |
| OAZWX | Oakmark Global Select R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 2 | X | Global Large-Stock Value |
| PRCS | Parnassus Core Select ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 2 | 4 | X | Large Blend |
| LGOAX | Patient Opportunity A | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 5 | 3 | X | Mid-Cap Value |
| LMOPX | Patient Opportunity C | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 5 | 3 | X | Mid-Cap Value |
| LMOFX | Patient Opportunity FI | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 5 | 3 | X | Mid-Cap Value |
| LMNOX | Patient Opportunity I | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 5 | 3 | X | Mid-Cap Value |
| MVISX | Patient Opportunity IS | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 5 | 3 | X | Mid-Cap Value |
| LMORX | Patient Opportunity R | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 5 | 3 | X | Mid-Cap Value |
| PRJAX | PGIM Jennison Global Opportunities A | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 2 | 2 | X | Global Large-Stock Growth |
| PRJCX | PGIM Jennison Global Opportunities C | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 2 | 2 | X | Global Large-Stock Growth |
| PRJBX | PGIM Jennison Global Opportunities R2 | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 2 | 2 | X | Global Large-Stock Growth |
| PRJDX | PGIM Jennison Global Opportunities R4 | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 2 | 2 | X | Global Large-Stock Growth |
| PRJQX | PGIM Jennison Global Opportunities R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 2 | 2 | X | Global Large-Stock Growth |
| PRJZX | PGIM Jennison Global Opportunities Z | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 2 | 2 | X | Global Large-Stock Growth |
| PGKAX | PGIM Jennison Technology A | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 4 | X | Technology |
| PGKCX | PGIM Jennison Technology C | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 4 | X | Technology |
| PGKRX | PGIM Jennison Technology R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 4 | X | Technology |
| PGKZX | PGIM Jennison Technology Z | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 4 | X | Technology |
| PIOTX | Pioneer Core Equity A | Owns companies we recommend for divestment | 0 | 3 | 6 | 4 | X | Large Blend |
| PCOTX | Pioneer Core Equity C | Owns companies we recommend for divestment | 0 | 3 | 6 | 4 | X | Large Blend |
| PCEKX | Pioneer Core Equity K | Owns companies we recommend for divestment | 0 | 3 | 6 | 4 | X | Large Blend |
| CERPX | Pioneer Core Equity R | Owns companies we recommend for divestment | 0 | 3 | 6 | 4 | X | Large Blend |
| PVFYX | Pioneer Core Equity Y | Owns companies we recommend for divestment | 0 | 3 | 6 | 4 | X | Large Blend |
| PLABX | Plumb Balanced A | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 3 | X | Moderate Allocation |
| PLIBX | Plumb Balanced Institutional | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 3 | X | Moderate Allocation |
| PLBBX | Plumb Balanced Investor | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 3 | X | Moderate Allocation |
| PLAEX | Plumb Equity A | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 2 | 3 | X | Large Growth |
| PLIEX | Plumb Equity Institutional | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 2 | 3 | X | Large Growth |
| PLBEX | Plumb Equity Investor | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 2 | 3 | X | Large Growth |
| PCGG | Polen Capital Global Growth ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 5 | X | Global Large-Stock Growth |
| PGIIX | Polen Global Growth Institutional | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 5 | X | Global Large-Stock Growth |
| PGIRX | Polen Global Growth Investor | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 5 | X | Global Large-Stock Growth |
| POLIX | Polen Growth Institutional | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 5 | X | Large Growth |
| POLRX | Polen Growth Investor | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 5 | X | Large Growth |
| BCHP | Principal Focused Blue Chip ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 4 | X | Large Growth |
| PLLAX | Principal SmallCap A | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 0 | 2 | X | Small Blend |
| PSLIX | Principal SmallCap Inst | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 0 | 2 | X | Small Blend |
| PSBJX | Principal SmallCap J | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 0 | 2 | X | Small Blend |
| PSBMX | Principal SmallCap R3 | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 0 | 2 | X | Small Blend |
| PSBPX | Principal SmallCap R5 | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 0 | 2 | X | Small Blend |
| PSMLX | Principal SmallCap R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 0 | 2 | X | Small Blend |
| VERS | ProShares Metaverse ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 4 | X | Technology |
| PROVX | Provident Trust Strategy | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 2 | 3 | X | Large Blend |
| PGRO | Putnam Focused Large Cap Growth ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 4 | X | Large Growth |
| RMBHX | RMB A | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 5 | X | Large Growth |
| RMBJX | RMB C | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 5 | X | Large Growth |
| RMBGX | RMB I | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 5 | X | Large Growth |
| THNQ | Robo Global® Artificial Intelligence ETF | Owns companies we recommend for divestment | 0 | 3 | 5 | 3 | X | Technology |
| METV | Roundhill Ball Metaverse ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 3 | X | Technology |
| RYHEX | Rydex Health Care A | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 1 | 1 | X | Health |
| RYHCX | Rydex Health Care C | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 1 | 1 | X | Health |
| RYHAX | Rydex Health Care H | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 1 | 1 | X | Health |
| RYHIX | Rydex Health Care Inv | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 1 | 1 | X | Health |
| SFPAX | Saratoga Financial Service A | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 1 | 1 | X | Financial |
| SFPCX | Saratoga Financial Service C | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 1 | 1 | X | Financial |
| SFPIX | Saratoga Financial Services I | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 1 | 1 | X | Financial |
| USSE | Segall Bryant & Hamill Select Equity ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 2 | 3 | X | Large Blend |
| SSHVX | Sound Shore Institutional | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 1 | X | Large Value |
| SSHFX | Sound Shore Investor | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 1 | X | Large Value |
| XHS | SPDR® S&P Health Care Services ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 0 | 0 | X | Health |
| LCG | Sterling Capital Focus Equity ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 2 | 3 | X | Large Growth |
| BOPAX | Sterling Capital Special Opps A | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 4 | X | Large Blend |
| BOPCX | Sterling Capital Special Opps C | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 4 | X | Large Blend |
| BOPIX | Sterling Capital Special Opps Inst | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 4 | X | Large Blend |
| STRSX | Sterling Capital Special Opps R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 4 | X | Large Blend |
| TTMIX | T. Rowe Price Comm & Tech I | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 5 | 5 | X | Communications |
| PRMTX | T. Rowe Price Comm & Tech Investor | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 5 | 5 | X | Communications |
| TGWTX | Transamerica Large Growth I3 | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 4 | X | Large Growth |
| TGWRX | Transamerica Large Growth R | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 4 | X | Large Growth |
| TGWFX | Transamerica Large Growth R4 | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 4 | X | Large Growth |
| TAGDX | Transamerica Large Growth R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 4 | X | Large Growth |
| TADAX | Transamerica US Growth A | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 4 | X | Large Growth |
| TADCX | Transamerica US Growth C | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 4 | X | Large Growth |
| TDEIX | Transamerica US Growth I | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 4 | X | Large Growth |
| Transamerica US Growth I2 | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 4 | X | Large Growth |
| TAGHX | Transamerica US Growth R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 4 | X | Large Growth |
| TWMTX | Transamerica US Growth T | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 4 | X | Large Growth |
| RVER | Trenchless Fund ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 2 | 3 | X | Mid-Cap Growth |
| QGRPX | UBS US Quality Growth At Rsnbl Prc P | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 5 | X | Large Growth |
| VLIIX | Value Line Capital Appreciation Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 5 | 4 | X | Moderate Allocation |
| VALIX | Value Line Capital Appreciation Investor | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 5 | 4 | X | Moderate Allocation |
| VLLIX | Value Line Larger Companies Focus Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 4 | X | Large Growth |
| VALLX | Value Line Larger Companies Focused Inv | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 4 | X | Large Growth |
| MOTE | VanEck Morningstar ESG Moat ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 1 | 7 | V | Large Blend |
| RSGRX | Victory RS Growth A | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 3 | X | Large Growth |
| RGWCX | Victory RS Growth C | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 3 | X | Large Growth |
| RGRYX | Victory RS Growth Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 3 | X | Large Growth |
| VNGAX | Vontobel Global Equity A | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 5 | X | Global Large-Stock Growth |
| VNGIX | Vontobel Global Equity Institutional | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 5 | X | Global Large-Stock Growth |
| VNGYX | Vontobel Global Equity Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 5 | X | Global Large-Stock Growth |
| WBIL | WBI BullBear Quality 3000 ETF | Owns companies we recommend for divestment | 0 | 3 | 5 | 2 | X | Tactical Allocation |
| WVAIX | Weitz Large Cap Equity-Institutional Cl | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 6 | X | Large Blend |
| WVALX | Weitz Large Cap Equity-Investor Cl | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 6 | X | Large Blend |
| YCGEX | YCG Enhanced | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 2 | 3 | X | Large Growth |
| ADAVX | abrdn Dynamic Dividend A | Owns companies we recommend for divestment | 1 | 3 | 4 | 3 | X | Global Large-Stock Value |
| ADVDX | abrdn Dynamic Dividend Instl | Owns companies we recommend for divestment | 1 | 3 | 4 | 3 | X | Global Large-Stock Value |
| EATZ | AdvisorShares Restaurant ETF | Owns companies we recommend for divestment | 1 | 3 | 0 | 1 | X | Consumer Cyclical |
| ALVOX | Alger Capital Appreciation Ptfl I-2 | Owns companies we recommend for divestment | 1 | 3 | 4 | 3 | X | Large Growth |
| Alger Capital Appreciation S | Owns companies we recommend for divestment | 1 | 3 | 4 | 3 | X | Large Growth |
| SOPVX | Allspring Opportunity A | Owns companies we recommend for divestment | 1 | 3 | 3 | 7 | X | Large Growth |
| WOFDX | Allspring Opportunity Admin | Owns companies we recommend for divestment | 1 | 3 | 3 | 7 | X | Large Growth |
| WFOPX | Allspring Opportunity C | Owns companies we recommend for divestment | 1 | 3 | 3 | 7 | X | Large Growth |
| WOFNX | Allspring Opportunity Inst | Owns companies we recommend for divestment | 1 | 3 | 3 | 7 | X | Large Growth |
| WOFRX | Allspring Opportunity R6 | Owns companies we recommend for divestment | 1 | 3 | 3 | 7 | X | Large Growth |
| OGIG | ALPS O'Shares Glbl Internet Gnts ETF | Owns companies we recommend for divestment | 1 | 3 | 6 | 5 | X | Technology |
| ZGFIX | American Beacon Ninety One Gbl Frnchs R5 | Owns companies we recommend for divestment | 1 | 3 | 3 | 3 | X | Global Large-Stock Growth |
| ZGFRX | American Beacon Ninety One Gbl Frnchs R6 | Owns companies we recommend for divestment | 1 | 3 | 3 | 3 | X | Global Large-Stock Growth |
| ZGFAX | American Beacon Ninety One Gbl Frnchs Y | Owns companies we recommend for divestment | 1 | 3 | 3 | 3 | X | Global Large-Stock Growth |
| MCGIX | AMG Montrusco Bolton Large Cap Growth I | Owns companies we recommend for divestment | 1 | 3 | 4 | 3 | X | Large Growth |
| MCGFX | AMG Montrusco Bolton Large Cap Growth N | Owns companies we recommend for divestment | 1 | 3 | 4 | 3 | X | Large Growth |
| ARIDX | AMG River Road Dividend All Cap Value I | Owns companies we recommend for divestment | 1 | 3 | 3 | 2 | X | Large Value |
| ARDEX | AMG River Road Dividend All Cap Value N | Owns companies we recommend for divestment | 1 | 3 | 3 | 2 | X | Large Value |
| ARZDX | AMG River Road Dividend All Cap Value Z | Owns companies we recommend for divestment | 1 | 3 | 3 | 2 | X | Large Value |
| BTECX | Baron Technology Institutional | Owns companies we recommend for divestment | 1 | 3 | 2 | 3 | X | Technology |
| BTEUX | Baron Technology R6 | Owns companies we recommend for divestment | 1 | 3 | 2 | 3 | X | Technology |
| BTEEX | Baron Technology Retail | Owns companies we recommend for divestment | 1 | 3 | 2 | 3 | X | Technology |
| STSEX | BlackRock Exchange BlackRock | Owns companies we recommend for divestment | 1 | 3 | 2 | 2 | X | Large Blend |
| BGSIX | BlackRock Technology Opportunities Instl | Owns companies we recommend for divestment | 1 | 3 | 4 | 6 | X | Technology |
| BGSAX | BlackRock Technology Opportunities Inv A | Owns companies we recommend for divestment | 1 | 3 | 4 | 6 | X | Technology |
| BGSCX | BlackRock Technology Opportunities Inv C | Owns companies we recommend for divestment | 1 | 3 | 4 | 6 | X | Technology |
| BTEKX | BlackRock Technology Opportunities K | Owns companies we recommend for divestment | 1 | 3 | 4 | 6 | X | Technology |
| BGSRX | BlackRock Technology Opportunities R | Owns companies we recommend for divestment | 1 | 3 | 4 | 6 | X | Technology |
| BSTSX | BlackRock Technology Opportunities Svc | Owns companies we recommend for divestment | 1 | 3 | 4 | 6 | X | Technology |
| BMIAX | BNY Mellon Income Stock A | Owns companies we recommend for divestment | 1 | 3 | 4 | 4 | X | Large Value |
| BMISX | BNY Mellon Income Stock C | Owns companies we recommend for divestment | 1 | 3 | 4 | 4 | X | Large Value |
| BMIIX | BNY Mellon Income Stock I | Owns companies we recommend for divestment | 1 | 3 | 4 | 4 | X | Large Value |
| MIISX | BNY Mellon Income Stock Inv | Owns companies we recommend for divestment | 1 | 3 | 4 | 4 | X | Large Value |
| MPISX | BNY Mellon Income Stock M | Owns companies we recommend for divestment | 1 | 3 | 4 | 4 | X | Large Value |
| BMIYX | BNY Mellon Income Stock Y | Owns companies we recommend for divestment | 1 | 3 | 4 | 4 | X | Large Value |
| DOPIX | BNY Mellon Opportunistic Small Cap I | 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 |
| DSCYX | BNY Mellon Opportunistic Small Cap Y | Owns companies we recommend for divestment | 1 | 3 | 1 | 3 | X | Small Blend |
| BAWAX | Brown Advisory Sustainable Growth Adv | Owns companies we recommend for divestment | 1 | 3 | 4 | 4 | V | Large Growth |
| BAFWX | Brown Advisory Sustainable Growth I | Owns companies we recommend for divestment | 1 | 3 | 4 | 4 | V | Large Growth |
| BIAWX | Brown Advisory Sustainable Growth Inv | Owns companies we recommend for divestment | 1 | 3 | 4 | 4 | V | Large Growth |
| CGMM | Capital Group U.S. Small and Mid Cap ETF | Owns companies we recommend for divestment | 1 | 3 | 1 | 3 | X | Mid-Cap Blend |
| AWYIX | CIBC Atlas Equity Income Institutional | Owns companies we recommend for divestment | 1 | 3 | 2 | 3 | X | Large Blend |
| RDLAX | Columbia Disciplined Growth A | Owns companies we recommend for divestment | 1 | 3 | 5 | 5 | X | Large Growth |
| RDLCX | Columbia Disciplined Growth C | Owns companies we recommend for divestment | 1 | 3 | 5 | 5 | X | Large Growth |
| CLQZX | Columbia Disciplined Growth Inst | Owns companies we recommend for divestment | 1 | 3 | 5 | 5 | X | Large Growth |
| CGQYX | Columbia Disciplined Growth Inst3 | Owns companies we recommend for divestment | 1 | 3 | 5 | 5 | X | Large Growth |
| DASCX | Dean Small Cap Value | Owns companies we recommend for divestment | 1 | 3 | 2 | 1 | X | Small Value |
| DODWX | Dodge & Cox Global Stock I | Owns companies we recommend for divestment | 1 | 3 | 5 | 4 | X | Global Large-Stock Value |
| DOXWX | Dodge & Cox Global Stock X | Owns companies we recommend for divestment | 1 | 3 | 5 | 4 | X | Global Large-Stock Value |
| ETAMX | Eventide Balanced Fund Class A | Owns companies we recommend for divestment | 1 | 3 | 1 | 3 | V | Moderate Allocation |
| ETCMX | Eventide Balanced Fund Class C | Owns companies we recommend for divestment | 1 | 3 | 1 | 3 | V | Moderate Allocation |
| ETIMX | Eventide Balanced Fund Class I | Owns companies we recommend for divestment | 1 | 3 | 1 | 3 | V | Moderate Allocation |
| ETNMX | Eventide Balanced Fund Class N | Owns companies we recommend for divestment | 1 | 3 | 1 | 3 | V | Moderate Allocation |
| ETADX | Eventide Dividend Growth A | Owns companies we recommend for divestment | 1 | 3 | 1 | 3 | V | Mid-Cap Blend |
| ETCDX | Eventide Dividend Growth C | Owns companies we recommend for divestment | 1 | 3 | 1 | 3 | V | Mid-Cap Blend |
| ETIDX | Eventide Dividend Growth I | Owns companies we recommend for divestment | 1 | 3 | 1 | 3 | V | Mid-Cap Blend |
| ETNDX | Eventide Dividend Growth N | Owns companies we recommend for divestment | 1 | 3 | 1 | 3 | V | Mid-Cap Blend |
| INVTX | Evolutionary Tree Innovators A | Owns companies we recommend for divestment | 1 | 3 | 2 | 3 | X | Large Growth |
| INVNX | Evolutionary Tree Innovators I | Owns companies we recommend for divestment | 1 | 3 | 2 | 3 | X | Large Growth |
| IAFLX | F/m Investments Large Cap Focused Inst | Owns companies we recommend for divestment | 1 | 3 | 5 | 5 | X | Large Growth |
| IAFMX | F/m Investments Large Cap Focused Inv | Owns companies we recommend for divestment | 1 | 3 | 5 | 5 | X | Large Growth |
| FCLD | Fidelity Cloud Computing ETF | Owns companies we recommend for divestment | 1 | 3 | 1 | 3 | X | Technology |
| FDCPX | Fidelity Select Tech Hardware | Owns companies we recommend for divestment | 1 | 3 | 5 | 3 | X | Technology |
| FWRLX | Fidelity Select Wireless | Owns companies we recommend for divestment | 1 | 3 | 4 | 4 | X | Communications |
| FNK | First Trust Mid Cap Value AlphaDEX® ETF | Owns companies we recommend for divestment | 1 | 3 | 3 | 3 | X | Mid-Cap Value |
| QTEC | First Trust NASDAQ-100-Tech Sector ETF | Owns companies we recommend for divestment | 1 | 3 | 4 | 4 | X | Technology |
| RDVY | First Trust Rising Dividend Achiev ETF | Owns companies we recommend for divestment | 1 | 3 | 2 | 3 | X | Large Value |
| GUNR | FlexShares Mstar Glbl Upstrm Nat Res ETF | Owns companies we recommend for divestment | 1 | 3 | 3 | 0 | X | Natural Resources |
| FMIQX | FMI Large Cap Institutional | Owns companies we recommend for divestment | 1 | 3 | 3 | 2 | X | Large Blend |
| FMIHX | FMI Large Cap Investor | Owns companies we recommend for divestment | 1 | 3 | 3 | 2 | X | Large Blend |
| GTLLX | Glenmede Disciplined US Growth Eq Ptf | Owns companies we recommend for divestment | 1 | 3 | 7 | 4 | X | Large Growth |
| GTILX | Glenmede Disciplined USGrEqPtf InstlShrs | Owns companies we recommend for divestment | 1 | 3 | 7 | 4 | X | Large Growth |
| GCAVX | GMO US Small Cap Value VI | Owns companies we recommend for divestment | 1 | 3 | 4 | 4 | X | Small Value |
| ROSC | Hartford Multifactor Small Cap ETF | Owns companies we recommend for divestment | 1 | 3 | 3 | 2 | X | Small Value |
| HCMAX | Hillman Value No Load | Owns companies we recommend for divestment | 1 | 3 | 2 | 4 | X | Large Value |
| HNASX | Homestead Growth | Owns companies we recommend for divestment | 1 | 3 | 5 | 4 | X | Large Growth |
| HWVAX | Hotchkis & Wiley Sm Cp Divers Val A | Owns companies we recommend for divestment | 1 | 3 | 1 | 3 | X | Small Value |
| HWVIX | Hotchkis & Wiley Sm Cp Divers Val I | Owns companies we recommend for divestment | 1 | 3 | 1 | 3 | X | Small Value |
| HWVZX | Hotchkis & Wiley Sm Cp Divers Val Z | Owns companies we recommend for divestment | 1 | 3 | 1 | 3 | X | Small Value |
| IMANX | Iman K | Owns companies we recommend for divestment | 1 | 3 | 5 | 4 | X | Large Growth |
| UPGD | Invesco Bloomberg Analyst Rating Imp ETF | Owns companies we recommend for divestment | 1 | 3 | 2 | 2 | X | Mid-Cap Blend |
| CVY | Invesco Zacks Multi-Asset Income ETF | Owns companies we recommend for divestment | 1 | 3 | 0 | 2 | X | Aggressive Allocation |
| BAI | iShares A.I. Innovation and Tech Act ETF | Owns companies we recommend for divestment | 1 | 3 | 4 | 4 | X | Technology |
| FOVL | iShares Focused Value Factor ETF | Owns companies we recommend for divestment | 1 | 3 | 2 | 2 | X | Mid-Cap Value |
| TEK | iShares Technology Opports Act ETF | Owns companies we recommend for divestment | 1 | 3 | 4 | 6 | X | Technology |
| JSPIX | Jackson Square Large-Cap Growth Instl | Owns companies we recommend for divestment | 1 | 3 | 3 | 3 | X | Large Growth |
| JSPJX | Jackson Square Large-Cap Growth Inv | Owns companies we recommend for divestment | 1 | 3 | 3 | 3 | X | Large Growth |
| DPLGX | Jackson Square Large-Cap Growth IS | Owns companies we recommend for divestment | 1 | 3 | 3 | 3 | X | Large Growth |
| HFQAX | Janus Henderson Global Equity Income A | 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 |
| HFQDX | Janus Henderson Global Equity Income D | 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 |
| HFQRX | Janus Henderson Global Equity Income N | 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 |
| HFQTX | Janus Henderson Global Equity Income T | Owns companies we recommend for divestment | 1 | 3 | 3 | 2 | X | Foreign Large Value |
| JFGAX | JHancock Fundamental Global Fran A | Owns companies we recommend for divestment | 1 | 3 | 1 | 1 | X | Global Large-Stock Blend |
| JFGIX | JHancock Fundamental Global Fran I | Owns companies we recommend for divestment | 1 | 3 | 1 | 1 | X | Global Large-Stock Blend |
| JHancock Fundamental Global Fran NAV | Owns companies we recommend for divestment | 1 | 3 | 1 | 1 | X | Global Large-Stock Blend |
| JFGFX | JHancock Fundamental Global Franchise R6 | Owns companies we recommend for divestment | 1 | 3 | 1 | 1 | X | Global Large-Stock Blend |
| JHSC | JHancock Multifactor Small Cap ETF | Owns companies we recommend for divestment | 1 | 3 | 2 | 4 | X | Small Blend |
| JISOX | JHancock New Opportunities 1 | Owns companies we recommend for divestment | 1 | 3 | 1 | 3 | X | Small Growth |
| JASOX | JHancock New Opportunities A | 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 |
| JHSOX | JHancock New Opportunities I | 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 |
| JUSOX | JHancock New Opportunities R4 | Owns companies we recommend for divestment | 1 | 3 | 1 | 3 | X | Small Growth |
| JWSOX | JHancock New Opportunities R6 | Owns companies we recommend for divestment | 1 | 3 | 1 | 3 | X | Small Growth |
| KEAT | Keating Active ETF | Owns companies we recommend for divestment | 1 | 3 | 2 | 2 | X | Moderately Aggressive Allocation |
| AGIX | KraneShares Artfcl Intllgnc and Tech ETF | Owns companies we recommend for divestment | 1 | 3 | 4 | 5 | X | Technology |
| LAFLX | Lord Abbett Focused Large Cap Value A | Owns companies we recommend for divestment | 1 | 3 | 2 | 3 | X | Large Value |
| LCFLX | Lord Abbett Focused Large Cap Value C | Owns companies we recommend for divestment | 1 | 3 | 2 | 3 | X | Large Value |
| LFFLX | Lord Abbett Focused Large Cap Value F | Owns companies we recommend for divestment | 1 | 3 | 2 | 3 | X | Large Value |
| LOFLX | Lord Abbett Focused Large Cap Value F3 | Owns companies we recommend for divestment | 1 | 3 | 2 | 3 | X | Large Value |
| LIFLX | Lord Abbett Focused Large Cap Value I | Owns companies we recommend for divestment | 1 | 3 | 2 | 3 | X | Large Value |
| LQFLX | Lord Abbett Focused Large Cap Value R3 | Owns companies we recommend for divestment | 1 | 3 | 2 | 3 | X | Large Value |
| LSFLX | Lord Abbett Focused Large Cap Value R4 | Owns companies we recommend for divestment | 1 | 3 | 2 | 3 | X | Large Value |
| LFLTX | Lord Abbett Focused Large Cap Value R5 | Owns companies we recommend for divestment | 1 | 3 | 2 | 3 | X | Large Value |
| LVFLX | Lord Abbett Focused Large Cap Value R6 | Owns companies we recommend for divestment | 1 | 3 | 2 | 3 | X | Large Value |
| LIDAX | Lord Abbett International Value A | 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 |
| LIDFX | Lord Abbett International Value F | 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 |
| LAIDX | Lord Abbett International Value I | Owns companies we recommend for divestment | 1 | 3 | 2 | 3 | X | Foreign Large Value |
| LIDRX | Lord Abbett International Value R2 | Owns companies we recommend for divestment | 1 | 3 | 2 | 3 | X | Foreign Large Value |
| LIRRX | Lord Abbett International Value R3 | 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 |
| LIRTX | Lord Abbett International Value R5 | Owns companies we recommend for divestment | 1 | 3 | 2 | 3 | X | Foreign Large Value |
| LIRVX | Lord Abbett International Value R6 | Owns companies we recommend for divestment | 1 | 3 | 2 | 3 | X | Foreign Large Value |
| MWOFX | MFS Global Growth A | Owns companies we recommend for divestment | 1 | 3 | 1 | 8 | X | Global Large-Stock Growth |
| MWOBX | MFS Global Growth B | Owns companies we recommend for divestment | 1 | 3 | 1 | 8 | X | Global Large-Stock Growth |
| MWOCX | MFS Global Growth C | Owns companies we recommend for divestment | 1 | 3 | 1 | 8 | X | Global Large-Stock Growth |
| MWOIX | MFS Global Growth I | Owns companies we recommend for divestment | 1 | 3 | 1 | 8 | X | Global Large-Stock Growth |
| MWOGX | MFS Global Growth R1 | Owns companies we recommend for divestment | 1 | 3 | 1 | 8 | X | Global Large-Stock Growth |
| MGWRX | MFS Global Growth R2 | Owns companies we recommend for divestment | 1 | 3 | 1 | 8 | X | Global Large-Stock Growth |
| MWOHX | MFS Global Growth R3 | Owns companies we recommend for divestment | 1 | 3 | 1 | 8 | X | Global Large-Stock Growth |
| MWOJX | MFS Global Growth R4 | Owns companies we recommend for divestment | 1 | 3 | 1 | 8 | X | Global Large-Stock Growth |
| MWOKX | MFS Global Growth R6 | Owns companies we recommend for divestment | 1 | 3 | 1 | 8 | X | Global Large-Stock Growth |
| MFEGX | MFS Growth A | Owns companies we recommend for divestment | 1 | 3 | 4 | 6 | X | Large Growth |
| MEGBX | MFS Growth B | Owns companies we recommend for divestment | 1 | 3 | 4 | 6 | X | Large Growth |
| MFECX | MFS Growth C | Owns companies we recommend for divestment | 1 | 3 | 4 | 6 | X | Large Growth |
| MFEIX | MFS Growth I | Owns companies we recommend for divestment | 1 | 3 | 4 | 6 | X | Large Growth |
| MFELX | MFS Growth R1 | Owns companies we recommend for divestment | 1 | 3 | 4 | 6 | X | Large Growth |
| MEGRX | MFS Growth R2 | Owns companies we recommend for divestment | 1 | 3 | 4 | 6 | X | Large Growth |
| MFEHX | MFS Growth R3 | Owns companies we recommend for divestment | 1 | 3 | 4 | 6 | X | Large Growth |
| MFEJX | MFS Growth R4 | Owns companies we recommend for divestment | 1 | 3 | 4 | 6 | X | Large Growth |
| MFEKX | MFS Growth R6 | Owns companies we recommend for divestment | 1 | 3 | 4 | 6 | X | Large Growth |
| MGIAX | MFS International Intrinsic Value A | 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 |
| MGICX | MFS International Intrinsic Value C | 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 |
| MINRX | MFS International Intrinsic Value R1 | 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 |
| MINGX | MFS International Intrinsic Value R3 | 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 |
| MINJX | MFS International Intrinsic Value R6 | Owns companies we recommend for divestment | 1 | 3 | 0 | 1 | X | Foreign Large Blend |
| EEIFX | Monteagle Enhanced Equity Income Instl | Owns companies we recommend for divestment | 1 | 3 | 4 | 5 | X | Large Blend |
| NWHOX | Nationwide Bailard Tech & Sci A | Owns companies we recommend for divestment | 1 | 3 | 3 | 4 | X | Technology |
| NWHUX | Nationwide Bailard Tech & Sci Instl Svc | Owns companies we recommend for divestment | 1 | 3 | 3 | 4 | X | Technology |
| NWHQX | Nationwide Bailard Tech & Sci M | Owns companies we recommend for divestment | 1 | 3 | 3 | 4 | X | Technology |
| NWHTX | Nationwide Bailard Tech & Sci R6 | Owns companies we recommend for divestment | 1 | 3 | 3 | 4 | X | Technology |
| LSGR | Natixis Loomis Sayles Focused Growth ETF | Owns companies we recommend for divestment | 1 | 3 | 4 | 4 | X | Large Growth |
| NDGAX | Neuberger Berman Dividend Growth A | Owns companies we recommend for divestment | 1 | 3 | 1 | 2 | X | Large Blend |
| NDGCX | Neuberger Berman Dividend Growth C | Owns companies we recommend for divestment | 1 | 3 | 1 | 2 | X | Large Blend |
| NDGIX | Neuberger Berman Dividend Growth I | Owns companies we recommend for divestment | 1 | 3 | 1 | 2 | X | Large Blend |
| NRDGX | Neuberger Berman Dividend Growth R6 | Owns companies we recommend for divestment | 1 | 3 | 1 | 2 | X | Large Blend |
| NFAAX | Neuberger Berman Focus A | Owns companies we recommend for divestment | 1 | 3 | 3 | 7 | X | Global Large-Stock Growth |
| NBFAX | Neuberger Berman Focus Adv | Owns companies we recommend for divestment | 1 | 3 | 3 | 7 | X | Global Large-Stock Growth |
| NFACX | Neuberger Berman Focus C | Owns companies we recommend for divestment | 1 | 3 | 3 | 7 | X | Global Large-Stock Growth |
| NFALX | Neuberger Berman Focus I | Owns companies we recommend for divestment | 1 | 3 | 3 | 7 | X | Global Large-Stock Growth |
| NBSSX | Neuberger Berman Focus Investor | Owns companies we recommend for divestment | 1 | 3 | 3 | 7 | X | Global Large-Stock Growth |
| NBFCX | Neuberger Berman Focus Trust | Owns companies we recommend for divestment | 1 | 3 | 3 | 7 | X | Global Large-Stock Growth |
| NBCC | Neuberger Brmn Nxt Gnrtn Cnnctd Cnsm ETF | Owns companies we recommend for divestment | 1 | 3 | 3 | 1 | X | Consumer Cyclical |
| POPFX | Prospector Opportunity | Owns companies we recommend for divestment | 1 | 3 | 4 | 4 | X | Mid-Cap Blend |
| RYINX | Rydex Internet A | Owns companies we recommend for divestment | 1 | 3 | 10 | 4 | X | Technology |
| RYICX | Rydex Internet C | Owns companies we recommend for divestment | 1 | 3 | 10 | 4 | X | Technology |
| RYIAX | Rydex Internet H | Owns companies we recommend for divestment | 1 | 3 | 10 | 4 | X | Technology |
| RYIIX | Rydex Internet Inv | Owns companies we recommend for divestment | 1 | 3 | 10 | 4 | X | Technology |
| SEQUX | Sequoia | Owns companies we recommend for divestment | 1 | 3 | 3 | 1 | X | Global Large-Stock Growth |
| SCORX | Sextant Core | Owns companies we recommend for divestment | 1 | 3 | 3 | 3 | X | Moderate Allocation |
| XNTK | SPDR® NYSE Technology ETF | Owns companies we recommend for divestment | 1 | 3 | 7 | 5 | X | Technology |
| SRHQ | SRH U.S. Quality GARP ETF | Owns companies we recommend for divestment | 1 | 3 | 1 | 3 | X | Mid-Cap Blend |
| TRLGX | T. Rowe Price Lrg Cp Gr I | Owns companies we recommend for divestment | 1 | 3 | 5 | 4 | X | Large Growth |
| TRGOX | T. Rowe Price Lrg Cp Gr Inv | Owns companies we recommend for divestment | 1 | 3 | 5 | 4 | X | Large Growth |
| CLOD | Themes Cloud Computing ETF | Owns companies we recommend for divestment | 1 | 3 | 2 | 6 | X | Technology |
| WISE | Themes Generative Artificial Int ETF | Owns companies we recommend for divestment | 1 | 3 | 5 | 6 | X | Technology |
| THPMX | Thompson MidCap | Owns companies we recommend for divestment | 1 | 3 | 2 | 2 | X | Mid-Cap Blend |
| TSAMX | Thornburg Summit A | Owns companies we recommend for divestment | 1 | 3 | 6 | 5 | X | Moderate Allocation |
| TSUMX | Thornburg Summit I | Owns companies we recommend for divestment | 1 | 3 | 6 | 5 | X | Moderate Allocation |
| TSAGX | Touchstone Large Company Growth A | Owns companies we recommend for divestment | 1 | 3 | 4 | 3 | X | Large Growth |
| TCGLX | Touchstone Large Company Growth C | Owns companies we recommend for divestment | 1 | 3 | 4 | 3 | X | Large Growth |
| DSMLX | Touchstone Large Company Growth 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 | 4 | 3 | X | Large Growth |
| CISGX | Touchstone Sands Capital Select Gr Instl | Owns companies we recommend for divestment | 1 | 3 | 2 | 3 | X | Large Growth |
| TSNRX | Touchstone Sands Capital Select Gr R6 | Owns companies we recommend for divestment | 1 | 3 | 2 | 3 | X | Large Growth |
| TSNAX | Touchstone Sands Capital Select Growth A | Owns companies we recommend for divestment | 1 | 3 | 2 | 3 | X | Large Growth |
| TSNCX | Touchstone Sands Capital Select Growth C | Owns companies we recommend for divestment | 1 | 3 | 2 | 3 | X | Large Growth |
| CFSIX | Touchstone Sands Capital Select Growth Y | Owns companies we recommend for divestment | 1 | 3 | 2 | 3 | X | Large Growth |
| PTSGX | Touchstone Sands Capital Select Growth Z | Owns companies we recommend for divestment | 1 | 3 | 2 | 3 | X | Large Growth |
| TSEL | Touchstone Sands Capital US Sel Gr ETF | Owns companies we recommend for divestment | 1 | 3 | 2 | 3 | X | Large Growth |
| TOWFX | Towpath Focus Institutional | Owns companies we recommend for divestment | 1 | 3 | 4 | 2 | X | Large Value |
| TOWTX | Towpath Technology Inst | Owns companies we recommend for divestment | 1 | 3 | 6 | 6 | X | Technology |
| ERNZ | TrueShares Active Yield ETF | Owns companies we recommend for divestment | 1 | 3 | 0 | 1 | X | Moderately Aggressive Allocation |
| VIGI | Vanguard Intl Div Apprec ETF | Owns companies we recommend for divestment | 1 | 3 | 4 | 1 | X | Foreign Large Growth |
| VIAAX | Vanguard Intl Div Apprec Idx Adm | Owns companies we recommend for divestment | 1 | 3 | 4 | 1 | X | Foreign Large Growth |
| VSTCX | Vanguard Strategic Small-Cap Equity Inv | Owns companies we recommend for divestment | 1 | 3 | 3 | 4 | X | Small Blend |
| RSINX | Victory RS Investors A | Owns companies we recommend for divestment | 1 | 3 | 3 | 1 | X | Mid-Cap Blend |
| RIVCX | Victory RS Investors C | Owns companies we recommend for divestment | 1 | 3 | 3 | 1 | X | Mid-Cap Blend |
| RSIYX | Victory RS Investors Y | Owns companies we recommend for divestment | 1 | 3 | 3 | 1 | X | Mid-Cap Blend |
| SVIIX | Virtus Ceredex Large-Cap Value Equity A | Owns companies we recommend for divestment | 1 | 3 | 1 | 1 | X | Large Value |
| SVIFX | Virtus Ceredex Large-Cap Value Equity C | Owns companies we recommend for divestment | 1 | 3 | 1 | 1 | X | Large Value |
| STVTX | Virtus Ceredex Large-Cap Value Equity I | Owns companies we recommend for divestment | 1 | 3 | 1 | 1 | X | Large Value |
| STVZX | Virtus Ceredex Large-Cap Value Equity R6 | Owns companies we recommend for divestment | 1 | 3 | 1 | 1 | X | Large Value |
| PDIAX | Virtus KAR Equity Income A | Owns companies we recommend for divestment | 1 | 3 | 3 | 1 | X | Large Value |
| PGICX | Virtus KAR Equity Income C | Owns companies we recommend for divestment | 1 | 3 | 3 | 1 | X | Large Value |
| PXIIX | Virtus KAR Equity Income I | Owns companies we recommend for divestment | 1 | 3 | 3 | 1 | X | Large Value |
| VECRX | Virtus KAR Equity Income R6 | Owns companies we recommend for divestment | 1 | 3 | 3 | 1 | X | Large Value |
| RWGIX | Wedgewood Institutional | Owns companies we recommend for divestment | 1 | 3 | 5 | 3 | X | Large Growth |
| RWGFX | Wedgewood Retail | Owns companies we recommend for divestment | 1 | 3 | 5 | 3 | X | Large Growth |
| LCGFX | William Blair Large Cap Growth I | Owns companies we recommend for divestment | 1 | 3 | 2 | 6 | X | Large Growth |
| LCGNX | William Blair Large Cap Growth N | Owns companies we recommend for divestment | 1 | 3 | 2 | 6 | X | Large Growth |
| LCGJX | William Blair Large Cap Growth R6 | Owns companies we recommend for divestment | 1 | 3 | 2 | 6 | X | Large Growth |
| WIREX | Wireless | Owns companies we recommend for divestment | 1 | 3 | 5 | 3 | X | Technology |
| WPLCX | WP Large Cap Income Plus Institutional | Owns companies we recommend for divestment | 1 | 3 | 2 | 1 | X | Large Value |
| QMOM | Alpha Architect US Quantitative Momt ETF | Owns companies we recommend for divestment | 2 | 3 | 1 | 1 | X | Mid-Cap Growth |
| SDOG | ALPS Sector Dividend Dogs ETF | Owns companies we recommend for divestment | 2 | 3 | 6 | 3 | X | Large Value |
| CCNR | ALPS/CoreCommodity Natural Resources ETF | Owns companies we recommend for divestment | 2 | 3 | 7 | 0 | X | Natural Resources |
| AFVZX | Applied Finance Select Institutional | Owns companies we recommend for divestment | 2 | 3 | 6 | 2 | X | Large Value |
| AFVLX | Applied Finance Select Investor | Owns companies we recommend for divestment | 2 | 3 | 6 | 2 | X | Large Value |
| DMCVX | BNY Mellon Opportunistic Midcap Value A | 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 |
| DVLIX | BNY Mellon Opportunistic Midcap Value I | Owns companies we recommend for divestment | 2 | 3 | 2 | 4 | X | Mid-Cap Blend |
| DMCYX | BNY Mellon Opportunistic Midcap Value Y | Owns companies we recommend for divestment | 2 | 3 | 2 | 4 | X | Mid-Cap Blend |
| SMRI | Bushido Capital US Equity ETF | Owns companies we recommend for divestment | 2 | 3 | 7 | 1 | X | Large Value |
| CGGO | Capital Group Global Growth Equity ETF | Owns companies we recommend for divestment | 2 | 3 | 5 | 6 | X | Global Large-Stock Growth |
| HRCVX | Carillon Eagle Growth & Income A | Owns companies we recommend for divestment | 2 | 3 | 4 | 2 | X | Large Value |
| HIGCX | Carillon Eagle Growth & Income C | Owns companies we recommend for divestment | 2 | 3 | 4 | 2 | X | Large Value |
| HIGJX | Carillon Eagle Growth & Income I | Owns companies we recommend for divestment | 2 | 3 | 4 | 2 | X | Large Value |
| HIGUX | Carillon Eagle Growth & Income R6 | Owns companies we recommend for divestment | 2 | 3 | 4 | 2 | X | Large Value |
| CAXAX | Catalyst/MAP Global Equity A | Owns companies we recommend for divestment | 2 | 3 | 5 | 3 | X | Global Large-Stock Value |
| CAXCX | Catalyst/MAP Global Equity C | Owns companies we recommend for divestment | 2 | 3 | 5 | 3 | X | Global Large-Stock Value |
| CAXIX | Catalyst/MAP Global Equity I | Owns companies we recommend for divestment | 2 | 3 | 5 | 3 | X | Global Large-Stock Value |
| AWGIX | CIBC Atlas All Cap Growth Institutional | Owns companies we recommend for divestment | 2 | 3 | 3 | 3 | X | Large Growth |
| AWIIX | CIBC Atlas Income Opportunities Instl | Owns companies we recommend for divestment | 2 | 3 | 4 | 3 | X | Moderate Allocation |
| LCBOX | ClearBridge Dividend Strategy 1 | Owns companies we recommend for divestment | 2 | 3 | 6 | 5 | X | Large Value |
| SOPAX | ClearBridge Dividend Strategy A | Owns companies we recommend for divestment | 2 | 3 | 6 | 5 | X | Large Value |
| SBPLX | ClearBridge Dividend Strategy C | Owns companies we recommend for divestment | 2 | 3 | 6 | 5 | X | Large Value |
| LBRIX | ClearBridge Dividend Strategy FI | Owns companies we recommend for divestment | 2 | 3 | 6 | 5 | X | Large Value |
| SOPYX | ClearBridge Dividend Strategy I | Owns companies we recommend for divestment | 2 | 3 | 6 | 5 | X | Large Value |
| LCBEX | ClearBridge Dividend Strategy IS | Owns companies we recommend for divestment | 2 | 3 | 6 | 5 | X | Large Value |
| LMMRX | ClearBridge Dividend Strategy R | Owns companies we recommend for divestment | 2 | 3 | 6 | 5 | X | Large Value |
| SZCAX | DWS Small Cap Core A | Owns companies we recommend for divestment | 2 | 3 | 0 | 2 | X | Small Blend |
| SZCCX | DWS Small Cap Core C | Owns companies we recommend for divestment | 2 | 3 | 0 | 2 | X | Small Blend |
| SZCIX | DWS Small Cap Core Inst | Owns companies we recommend for divestment | 2 | 3 | 0 | 2 | X | Small Blend |
| SZCRX | DWS Small Cap Core R6 | Owns companies we recommend for divestment | 2 | 3 | 0 | 2 | X | Small Blend |
| SSLCX | DWS Small Cap Core S | Owns companies we recommend for divestment | 2 | 3 | 0 | 2 | X | Small Blend |
| ESCWX | Embark Small Cap Equity Institutional | Owns companies we recommend for divestment | 2 | 3 | 1 | 4 | X | Small Blend |
| ESCQX | Embark Small Cap Equity Retirement | Owns companies we recommend for divestment | 2 | 3 | 1 | 4 | X | Small Blend |
| EPGAX | Fidelity Advisor Equity Growth A | Owns companies we recommend for divestment | 2 | 3 | 6 | 7 | X | Large Growth |
| EPGCX | Fidelity Advisor Equity Growth C | Owns companies we recommend for divestment | 2 | 3 | 6 | 7 | X | Large Growth |
| EQPGX | Fidelity Advisor Equity Growth I | Owns companies we recommend for divestment | 2 | 3 | 6 | 7 | X | Large Growth |
| FAEGX | Fidelity Advisor Equity Growth M | Owns companies we recommend for divestment | 2 | 3 | 6 | 7 | X | Large Growth |
| FZAFX | Fidelity Advisor Equity Growth Z | Owns companies we recommend for divestment | 2 | 3 | 6 | 7 | X | Large Growth |
| FIIAX | Fidelity Advisor Mid Cap II A | 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 |
| FIIMX | Fidelity Advisor Mid Cap II I | 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 |
| FZAMX | Fidelity Advisor Mid Cap II Z | Owns companies we recommend for divestment | 2 | 3 | 3 | 5 | X | Mid-Cap Blend |
| FMFMX | Fidelity Advisor Series Equity Gr | Owns companies we recommend for divestment | 2 | 3 | 6 | 7 | X | Large Growth |
| FCVAX | Fidelity Advisor Small Cap Value A | 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 |
| FCVIX | Fidelity Advisor Small Cap Value I | 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 |
| FIKNX | Fidelity Advisor Small Cap Value Z | Owns companies we recommend for divestment | 2 | 3 | 1 | 4 | X | Small Value |
| FMCDX | Fidelity Advisor Stock Selec Mid Cp A | Owns companies we recommend for divestment | 2 | 3 | 1 | 5 | X | Mid-Cap Blend |
| FMCEX | Fidelity Advisor Stock Selec Mid Cp C | Owns companies we recommend for divestment | 2 | 3 | 1 | 5 | X | Mid-Cap Blend |
| FMCCX | Fidelity Advisor Stock Selec Mid Cp I | Owns companies we recommend for divestment | 2 | 3 | 1 | 5 | X | Mid-Cap Blend |
| FMCAX | Fidelity Advisor Stock Selec Mid Cp M | Owns companies we recommend for divestment | 2 | 3 | 1 | 5 | X | Mid-Cap Blend |
| FSLZX | Fidelity Advisor Stock Selec Mid Cp Z | Owns companies we recommend for divestment | 2 | 3 | 1 | 5 | X | Mid-Cap Blend |
| FEGKX | Fidelity Equity Growth K6 | Owns companies we recommend for divestment | 2 | 3 | 6 | 7 | X | Large Growth |
| FDSVX | Fidelity Growth Discovery | Owns companies we recommend for divestment | 2 | 3 | 6 | 7 | X | Large Growth |
| FGDKX | Fidelity Growth Discovery K | Owns companies we recommend for divestment | 2 | 3 | 6 | 7 | X | Large Growth |
| FSLCX | Fidelity Small Cap Stock | Owns companies we recommend for divestment | 2 | 3 | 1 | 3 | X | Small Blend |
| FKICX | Fidelity Small Cap Stock K6 | Owns companies we recommend for divestment | 2 | 3 | 1 | 3 | X | Small Blend |
| FCPVX | Fidelity Small Cap Value Fund | Owns companies we recommend for divestment | 2 | 3 | 1 | 4 | X | Small Value |
| FSSMX | Fidelity Stock Selector Mid Cap | Owns companies we recommend for divestment | 2 | 3 | 1 | 5 | X | Mid-Cap Blend |
| FDWM | Fidelity Women's Leadership ETF | Owns companies we recommend for divestment | 2 | 3 | 3 | 7 | V | Large Blend |
| QQXT | First Trust NASDAQ-100 ex-Tech Sect ETF | Owns companies we recommend for divestment | 2 | 3 | 6 | 2 | X | Large Blend |
| FYC | First Trust Small Cap Gr AlphaDEX® ETF | Owns companies we recommend for divestment | 2 | 3 | 3 | 3 | X | Small Growth |
| NFRA | FlexShares STOXX Global Broad Infras ETF | Owns companies we recommend for divestment | 2 | 3 | 0 | 3 | X | Infrastructure |
| FPCGX | Fort Pitt Capital Total Return | Owns companies we recommend for divestment | 2 | 3 | 4 | 5 | X | Large Blend |
| TESIX | Franklin Mutual Shares A | 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 |
| TESRX | Franklin Mutual Shares R | 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 |
| MUTHX | Franklin Mutual Shares Z | Owns companies we recommend for divestment | 2 | 3 | 3 | 2 | X | Aggressive Allocation |
| RESGX | Glenmede Environmental Accountability | Owns companies we recommend for divestment | 2 | 3 | 7 | 5 | V | Large Value |
| YALL | God Bless America ETF | Owns companies we recommend for divestment | 2 | 3 | 1 | 1 | X | Large Blend |
| HLMGX | Harding Loevner Global Equity Advisor | Owns companies we recommend for divestment | 2 | 3 | 8 | 7 | X | Global Large-Stock Growth |
| HLMVX | Harding Loevner Global Equity Inst | Owns companies we recommend for divestment | 2 | 3 | 8 | 7 | X | Global Large-Stock Growth |
| HLGZX | Harding Loevner Global Equity Instl Z | Owns companies we recommend for divestment | 2 | 3 | 8 | 7 | X | Global Large-Stock Growth |
| HTCIX | Hennessy Technology Institutional | Owns companies we recommend for divestment | 2 | 3 | 4 | 3 | X | Technology |
| HTECX | Hennessy Technology Investor | Owns companies we recommend for divestment | 2 | 3 | 4 | 3 | X | Technology |
| 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 |
| CGRWX | Invesco Comstock Select A | Owns companies we recommend for divestment | 2 | 3 | 5 | 3 | X | Large Value |
| CGRCX | Invesco Comstock Select C | Owns companies we recommend for divestment | 2 | 3 | 5 | 3 | X | Large Value |
| CGRNX | Invesco Comstock Select R | Owns companies we recommend for divestment | 2 | 3 | 5 | 3 | X | Large Value |
| IOVVX | Invesco Comstock Select R5 | Owns companies we recommend for divestment | 2 | 3 | 5 | 3 | X | Large Value |
| OGRIX | Invesco Comstock Select R6 | Owns companies we recommend for divestment | 2 | 3 | 5 | 3 | X | Large Value |
| CGRYX | Invesco Comstock Select Y | Owns companies we recommend for divestment | 2 | 3 | 5 | 3 | X | Large Value |
| PDP | Invesco Dorsey Wright Momentum ETF | Owns companies we recommend for divestment | 2 | 3 | 2 | 3 | X | Large Growth |
| KBWB | Invesco KBW Bank ETF | Owns companies we recommend for divestment | 2 | 3 | 0 | 3 | X | Financial |
| RSPF | Invesco S&P 500® Equal Weight Fincl ETF | Owns companies we recommend for divestment | 2 | 3 | 1 | 2 | X | Financial |
| XMVM | Invesco S&P MidCap Value with Momt ETF | Owns companies we recommend for divestment | 2 | 3 | 1 | 4 | X | Small Value |
| IJK | iShares S&P Mid-Cap 400 Growth ETF | Owns companies we recommend for divestment | 2 | 3 | 2 | 5 | X | Mid-Cap Growth |
| JDIV | JPMorgan Dividend Leaders ETF | Owns companies we recommend for divestment | 2 | 3 | 5 | 4 | X | Global Large-Stock Value |
| JIVE | JPMorgan International Value ETF | Owns companies we recommend for divestment | 2 | 3 | 5 | 1 | X | Foreign Large Value |
| 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 |
| KSEA | KraneShares Rockefeller Ocean Eng ETF | Owns companies we recommend for divestment | 2 | 3 | 1 | 3 | V | Miscellaneous Sector |
| LKEQX | LKCM Equity | Owns companies we recommend for divestment | 2 | 3 | 3 | 5 | X | Large Blend |
| WASAX | Macquarie Asset Strategy Fund Cl A | Owns companies we recommend for divestment | 2 | 3 | 5 | 6 | X | Global Allocation |
| WASCX | Macquarie Asset Strategy Fund Cl C | Owns companies we recommend for divestment | 2 | 3 | 5 | 6 | X | Global Allocation |
| IVAEX | Macquarie Asset Strategy Fund Cl I | Owns companies we recommend for divestment | 2 | 3 | 5 | 6 | X | Global Allocation |
| IASRX | Macquarie Asset Strategy Fund Cl R | Owns companies we recommend for divestment | 2 | 3 | 5 | 6 | X | Global Allocation |
| IASTX | Macquarie Asset Strategy Fund Cl R6 | Owns companies we recommend for divestment | 2 | 3 | 5 | 6 | X | Global Allocation |
| WASYX | Macquarie Asset Strategy Fund Cl Y | Owns companies we recommend for divestment | 2 | 3 | 5 | 6 | X | Global Allocation |
| IVINX | Macquarie Global Growth Fund Class A | Owns companies we recommend for divestment | 2 | 3 | 5 | 6 | X | Global Large-Stock Growth |
| IVNCX | Macquarie Global Growth Fund Class C | Owns companies we recommend for divestment | 2 | 3 | 5 | 6 | X | Global Large-Stock Growth |
| IGIIX | Macquarie Global Growth Fund Class I | Owns companies we recommend for divestment | 2 | 3 | 5 | 6 | X | Global Large-Stock Growth |
| IYIGX | Macquarie Global Growth Fund Class R | Owns companies we recommend for divestment | 2 | 3 | 5 | 6 | X | Global Large-Stock Growth |
| IVIYX | Macquarie Global Growth Fund Class Y | Owns companies we recommend for divestment | 2 | 3 | 5 | 6 | X | Global Large-Stock Growth |
| ITGRX | Macquarie Global Growth Fund R6 | Owns companies we recommend for divestment | 2 | 3 | 5 | 6 | X | Global Large-Stock Growth |
| 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 |
| IVVIX | Macquarie Smid Cap Core Fund Class I | 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 |
| IYSYX | Macquarie Smid Cap Core Fund Class Y | Owns companies we recommend for divestment | 2 | 3 | 1 | 3 | X | Small Blend |
| ISPVX | Macquarie Smid Cap Core Fund R6 | Owns companies we recommend for divestment | 2 | 3 | 1 | 3 | X | Small Blend |
| EXEYX | Manning & Napier Equity Series S | Owns companies we recommend for divestment | 2 | 3 | 5 | 9 | X | Large Growth |
| MEYWX | Manning & Napier Equity Series W | Owns companies we recommend for divestment | 2 | 3 | 5 | 9 | X | Large Growth |
| MWEFX | MFS Global Equity A | Owns companies we recommend for divestment | 2 | 3 | 3 | 8 | X | Global Large-Stock Blend |
| MWEBX | MFS Global Equity B | Owns companies we recommend for divestment | 2 | 3 | 3 | 8 | X | Global Large-Stock Blend |
| MWECX | MFS Global Equity C | Owns companies we recommend for divestment | 2 | 3 | 3 | 8 | X | Global Large-Stock Blend |
| MWEIX | MFS Global Equity I | Owns companies we recommend for divestment | 2 | 3 | 3 | 8 | X | Global Large-Stock Blend |
| MWEGX | MFS Global Equity R1 | Owns companies we recommend for divestment | 2 | 3 | 3 | 8 | X | Global Large-Stock Blend |
| MEQRX | MFS Global Equity R2 | Owns companies we recommend for divestment | 2 | 3 | 3 | 8 | X | Global Large-Stock Blend |
| MWEHX | MFS Global Equity R3 | Owns companies we recommend for divestment | 2 | 3 | 3 | 8 | X | Global Large-Stock Blend |
| MWELX | MFS Global Equity R4 | Owns companies we recommend for divestment | 2 | 3 | 3 | 8 | X | Global Large-Stock Blend |
| MWEMX | MFS Global Equity R6 | Owns companies we recommend for divestment | 2 | 3 | 3 | 8 | X | Global Large-Stock Blend |
| NUGAX | Nuveen Global Dividend Growth A | Owns companies we recommend for divestment | 2 | 3 | 3 | 3 | X | Global Large-Stock Blend |
| NUGCX | Nuveen Global Dividend Growth C | Owns companies we recommend for divestment | 2 | 3 | 3 | 3 | X | Global Large-Stock Blend |
| NUGIX | Nuveen Global Dividend Growth I | Owns companies we recommend for divestment | 2 | 3 | 3 | 3 | X | Global Large-Stock Blend |
| KLGAX | NYLI WMC Growth Class A | Owns companies we recommend for divestment | 2 | 3 | 5 | 6 | X | Large Growth |
| KLGCX | NYLI WMC Growth Class C | Owns companies we recommend for divestment | 2 | 3 | 5 | 6 | X | Large Growth |
| KLGIX | NYLI WMC Growth Class I | Owns companies we recommend for divestment | 2 | 3 | 5 | 6 | X | Large Growth |
| KLGDX | NYLI WMC Growth Class R6 | Owns companies we recommend for divestment | 2 | 3 | 5 | 6 | X | Large Growth |
| KLGNX | NYLI WMC Growth Investor Class | Owns companies we recommend for divestment | 2 | 3 | 5 | 6 | X | Large Growth |
| PJIAX | PGIM Jennison Focused Value A | Owns companies we recommend for divestment | 2 | 3 | 4 | 4 | X | Large Value |
| PJGCX | PGIM Jennison Focused Value C | Owns companies we recommend for divestment | 2 | 3 | 4 | 4 | X | Large Value |
| PJFV | PGIM Jennison Focused Value ETF | Owns companies we recommend for divestment | 2 | 3 | 4 | 4 | X | Large Value |
| PJORX | PGIM Jennison Focused Value R | Owns companies we recommend for divestment | 2 | 3 | 4 | 4 | X | Large Value |
| PJOQX | PGIM Jennison Focused Value R6 | Owns companies we recommend for divestment | 2 | 3 | 4 | 4 | X | Large Value |
| PJGZX | PGIM Jennison Focused Value Z | Owns companies we recommend for divestment | 2 | 3 | 4 | 4 | X | Large Value |
| SPQAX | PGIM Jennison Global Equity Income A | Owns companies we recommend for divestment | 2 | 3 | 3 | 1 | X | Global Large-Stock Value |
| AGOCX | PGIM Jennison Global Equity Income C | Owns companies we recommend for divestment | 2 | 3 | 3 | 1 | X | Global Large-Stock Value |
| PJERX | PGIM Jennison Global Equity Income R | Owns companies we recommend for divestment | 2 | 3 | 3 | 1 | X | Global Large-Stock Value |
| PJIQX | PGIM Jennison Global Equity Income R6 | Owns companies we recommend for divestment | 2 | 3 | 3 | 1 | X | Global Large-Stock Value |
| JDEZX | PGIM Jennison Global Equity Income Z | Owns companies we recommend for divestment | 2 | 3 | 3 | 1 | X | Global Large-Stock Value |
| PSC | Principal US Small Cap ETF | Owns companies we recommend for divestment | 2 | 3 | 5 | 3 | X | Small Blend |
| PCAFX | Prospector Capital Appreciation | Owns companies we recommend for divestment | 2 | 3 | 4 | 5 | X | Moderately Aggressive Allocation |
| PVAL | Putnam Focused Large Cap Value ETF | Owns companies we recommend for divestment | 2 | 3 | 4 | 4 | X | Large Value |
| PPIE | Putnam PanAgora ESG Intl Eq ETF | Owns companies we recommend for divestment | 2 | 3 | 1 | 2 | V | Foreign Large Blend |
| RYTHX | Rydex Technology A | Owns companies we recommend for divestment | 2 | 3 | 9 | 6 | X | Technology |
| RYCHX | Rydex Technology C | Owns companies we recommend for divestment | 2 | 3 | 9 | 6 | X | Technology |
| RYTAX | Rydex Technology H | Owns companies we recommend for divestment | 2 | 3 | 9 | 6 | X | Technology |
| RYTIX | Rydex Technology Inv | Owns companies we recommend for divestment | 2 | 3 | 9 | 6 | X | Technology |
| LEAD | Siren DIVCON Leaders Dividend ETF | Owns companies we recommend for divestment | 2 | 3 | 2 | 3 | X | Large Blend |
| SOVF | Sovereign's Capital Flourish Fund | Owns companies we recommend for divestment | 2 | 3 | 1 | 2 | X | Mid-Cap Blend |
| SPTE | SP Funds S&P Global Technology ETF | Owns companies we recommend for divestment | 2 | 3 | 4 | 7 | X | Technology |
| SPWO | SP Funds S&P World ETF | Owns companies we recommend for divestment | 2 | 3 | 6 | 5 | X | Foreign Large Growth |
| MDYG | SPDR® S&P 400 Mid Cap Growth ETF | Owns companies we recommend for divestment | 2 | 3 | 2 | 5 | X | Mid-Cap Growth |
| TGDIX | TCW Relative Value Large Cap I | Owns companies we recommend for divestment | 2 | 3 | 5 | 4 | X | Large Value |
| TGDVX | TCW Relative Value Large Cap N | Owns companies we recommend for divestment | 2 | 3 | 5 | 4 | X | Large Value |
| TEMWX | Templeton World A | Owns companies we recommend for divestment | 2 | 3 | 5 | 8 | X | Global Large-Stock Blend |
| TWDAX | Templeton World Adv | Owns companies we recommend for divestment | 2 | 3 | 5 | 8 | X | Global Large-Stock Blend |
| TEWTX | Templeton World C | Owns companies we recommend for divestment | 2 | 3 | 5 | 8 | X | Global Large-Stock Blend |
| FTWRX | Templeton World R6 | Owns companies we recommend for divestment | 2 | 3 | 5 | 8 | X | Global Large-Stock Blend |
| XLF | The Financial Select Sector SPDR® ETF | Owns companies we recommend for divestment | 2 | 3 | 1 | 2 | X | Financial |
| IVOG | Vanguard S&P Mid-Cap 400 Growth ETF | Owns companies we recommend for divestment | 2 | 3 | 2 | 5 | X | Mid-Cap Growth |
| VMFGX | Vanguard S&P Mid-Cap 400 Growth Idx I | Owns companies we recommend for divestment | 2 | 3 | 2 | 5 | X | Mid-Cap Growth |
| VFLO | VictoryShares Free Cash Flow ETF | Owns companies we recommend for divestment | 2 | 3 | 6 | 1 | X | Large Value |
| GFLW | VictoryShares Free Cash Flow Growth ETF | Owns companies we recommend for divestment | 2 | 3 | 7 | 5 | X | Large Growth |
| IGMAX | Voya Global Insights Portfolio ADV | Owns companies we recommend for divestment | 2 | 3 | 7 | 4 | X | Global Large-Stock Growth |
| IGMIX | Voya Global Insights Portfolio I | Owns companies we recommend for divestment | 2 | 3 | 7 | 4 | X | Global Large-Stock Growth |
| IGMSX | Voya Global Insights Portfolio S | Owns companies we recommend for divestment | 2 | 3 | 7 | 4 | X | Global Large-Stock Growth |
| IOGPX | Voya Global Insights Portfolio S2 | Owns companies we recommend for divestment | 2 | 3 | 7 | 4 | X | Global Large-Stock Growth |
| IAVGX | Voya Growth and Income Port A | Owns companies we recommend for divestment | 2 | 3 | 6 | 5 | X | Large Blend |
| IIVGX | Voya Growth and Income Port I | Owns companies we recommend for divestment | 2 | 3 | 6 | 5 | X | Large Blend |
| ISVGX | Voya Growth and Income Port S | Owns companies we recommend for divestment | 2 | 3 | 6 | 5 | X | Large Blend |
| IGISX | Voya Growth and Income Port S2 | Owns companies we recommend for divestment | 2 | 3 | 6 | 5 | X | Large Blend |
| WBIY | WBI Power Factor® High Dividend ETF | Owns companies we recommend for divestment | 2 | 3 | 3 | 4 | X | Mid-Cap Value |
| WTAI | WisdomTree Artfcl Intllgnc & Innvtn ETF | Owns companies we recommend for divestment | 2 | 3 | 6 | 7 | X | Technology |
| EASG | Xtrackers MSCI EAFE Selection Eq ETF | Owns companies we recommend for divestment | 2 | 3 | 11 | 5 | V | Foreign Large Blend |
| AUIAX | AB Equity Income A | Owns companies we recommend for divestment | 3 | 3 | 4 | 5 | X | Large Value |
| AUIYX | AB Equity Income Advisor | Owns companies we recommend for divestment | 3 | 3 | 4 | 5 | X | Large Value |
| AUICX | AB Equity Income C | Owns companies we recommend for divestment | 3 | 3 | 4 | 5 | X | Large Value |
| AUIIX | AB Equity Income I | Owns companies we recommend for divestment | 3 | 3 | 4 | 5 | X | Large Value |
| AUIZX | AB Equity Income Z | Owns companies we recommend for divestment | 3 | 3 | 4 | 5 | X | Large Value |
| TWADX | American Century Value A | Owns companies we recommend for divestment | 3 | 3 | 8 | 4 | X | Large Value |
| ACLCX | American Century Value C | Owns companies we recommend for divestment | 3 | 3 | 8 | 4 | X | Large Value |
| AVLIX | American Century Value I | Owns companies we recommend for divestment | 3 | 3 | 8 | 4 | X | Large Value |
| TWVLX | American Century Value Inv | Owns companies we recommend for divestment | 3 | 3 | 8 | 4 | X | Large Value |
| AVURX | American Century Value R | Owns companies we recommend for divestment | 3 | 3 | 8 | 4 | X | Large Value |
| AVUGX | American Century Value R5 | Owns companies we recommend for divestment | 3 | 3 | 8 | 4 | X | Large Value |
| AVUDX | American Century Value R6 | Owns companies we recommend for divestment | 3 | 3 | 8 | 4 | X | Large Value |
| AVUYX | American Century Value Y | Owns companies we recommend for divestment | 3 | 3 | 8 | 4 | X | Large Value |
| 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 |
| SMDEX | American Funds U.S. Sm & Md Cp Eq A | 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| ARCHX | Archer Balanced | Owns companies we recommend for divestment | 3 | 3 | 6 | 4 | X | Moderate Allocation |
| APDTX | Artisan Focus Fund Advisor | Owns companies we recommend for divestment | 3 | 3 | 3 | 3 | X | Large Growth |
| APHTX | Artisan Focus Fund Institutional | Owns companies we recommend for divestment | 3 | 3 | 3 | 3 | X | Large Growth |
| ARTTX | Artisan Focus Fund Investor | Owns companies we recommend for divestment | 3 | 3 | 3 | 3 | X | Large Growth |
| BVPIX | Baywood ValuePlus Institutional | Owns companies we recommend for divestment | 3 | 3 | 5 | 3 | X | Large Value |
| 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 |
| BPGIX | Boston Partners Global Equity Instl | Owns companies we recommend for divestment | 3 | 3 | 5 | 3 | X | Global Large-Stock Value |
| BUSA | Brandes U.S. Value ETF | Owns companies we recommend for divestment | 3 | 3 | 5 | 3 | X | Large Value |
| CAMWX | Cambiar Opportunity Inst | Owns companies we recommend for divestment | 3 | 3 | 5 | 4 | X | Large Value |
| CAMOX | Cambiar Opportunity Inv | Owns companies we recommend for divestment | 3 | 3 | 5 | 4 | X | Large Value |
| CRSSX | Catholic Rspnsbl Invstmnts Small-Cap Ins | Owns companies we recommend for divestment | 3 | 3 | 5 | 5 | X | Small Blend |
| 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 |
| PWDAX | Donoghue Forlines Dividend A | Owns companies we recommend for divestment | 3 | 3 | 4 | 4 | X | Tactical Allocation |
| PWDCX | Donoghue Forlines Dividend C | Owns companies we recommend for divestment | 3 | 3 | 4 | 4 | X | Tactical Allocation |
| PWDIX | Donoghue Forlines Dividend I | Owns companies we recommend for divestment | 3 | 3 | 4 | 4 | X | Tactical Allocation |
| DCUAX | DWS CROCI US A | Owns companies we recommend for divestment | 3 | 3 | 9 | 6 | X | Large Value |
| DCUCX | DWS CROCI US C | Owns companies we recommend for divestment | 3 | 3 | 9 | 6 | X | Large Value |
| DCUIX | DWS CROCI US Inst | Owns companies we recommend for divestment | 3 | 3 | 9 | 6 | X | Large Value |
| DCUSX | DWS CROCI US S | Owns companies we recommend for divestment | 3 | 3 | 9 | 6 | X | Large Value |
| FGSAX | Federated Hermes MDT Mid Cap Growth A | Owns companies we recommend for divestment | 3 | 3 | 2 | 4 | X | Mid-Cap Growth |
| FGSCX | Federated Hermes MDT Mid Cap Growth C | Owns companies we recommend for divestment | 3 | 3 | 2 | 4 | X | Mid-Cap 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 |
| FMCHX | Fidelity Advisor Mid-Cap Stock A | Owns companies we recommend for divestment | 3 | 3 | 3 | 5 | X | Mid-Cap Blend |
| FMCNX | Fidelity Advisor Mid-Cap Stock C | Owns companies we recommend for divestment | 3 | 3 | 3 | 5 | X | Mid-Cap Blend |
| FMCQX | Fidelity Advisor Mid-Cap Stock I | Owns companies we recommend for divestment | 3 | 3 | 3 | 5 | X | Mid-Cap Blend |
| FMCJX | Fidelity Advisor Mid-Cap Stock M | Owns companies we recommend for divestment | 3 | 3 | 3 | 5 | X | Mid-Cap Blend |
| FMCWX | Fidelity Advisor Mid-Cap Stock Z | Owns companies we recommend for divestment | 3 | 3 | 3 | 5 | X | Mid-Cap Blend |
| FCAGX | Fidelity Advisor Small Cap Growth A | Owns companies we recommend for divestment | 3 | 3 | 2 | 5 | X | Small Growth |
| FCCGX | Fidelity Advisor Small Cap Growth C | Owns companies we recommend for divestment | 3 | 3 | 2 | 5 | X | Small Growth |
| FCIGX | Fidelity Advisor Small Cap Growth I | Owns companies we recommend for divestment | 3 | 3 | 2 | 5 | X | Small Growth |
| FCTGX | Fidelity Advisor Small Cap Growth M | Owns companies we recommend for divestment | 3 | 3 | 2 | 5 | X | Small Growth |
| FIDGX | Fidelity Advisor Small Cap Growth Z | Owns companies we recommend for divestment | 3 | 3 | 2 | 5 | X | Small Growth |
| FMCSX | Fidelity Mid-Cap Stock | Owns companies we recommend for divestment | 3 | 3 | 3 | 5 | X | Mid-Cap Blend |
| FKMCX | Fidelity Mid-Cap Stock K | Owns companies we recommend for divestment | 3 | 3 | 3 | 5 | X | Mid-Cap Blend |
| FNKFX | Fidelity Mid-Cap Stock K6 | Owns companies we recommend for divestment | 3 | 3 | 3 | 5 | X | Mid-Cap Blend |
| FSSLX | Fidelity Series Small Cap Core | Owns companies we recommend for divestment | 3 | 3 | 3 | 3 | X | Small Blend |
| FCPGX | Fidelity Small Cap Growth | Owns companies we recommend for divestment | 3 | 3 | 2 | 5 | X | Small Growth |
| FOCSX | Fidelity Small Cap Growth K6 | Owns companies we recommend for divestment | 3 | 3 | 2 | 5 | X | Small Growth |
| FCENX | Franklin International Core Equity Adv | Owns companies we recommend for divestment | 3 | 3 | 10 | 3 | X | Foreign Large Blend |
| FARLX | FS Chiron Real Development A | Owns companies we recommend for divestment | 3 | 3 | 6 | 5 | X | Global Allocation |
| FSRLX | FS Chiron Real Development I | Owns companies we recommend for divestment | 3 | 3 | 6 | 5 | X | Global Allocation |
| 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 |
| GSSMX | Goldman Sachs Small Cap Value A | Owns companies we recommend for divestment | 3 | 3 | 5 | 3 | X | Small Value |
| GSSCX | Goldman Sachs Small Cap Value C | Owns companies we recommend for divestment | 3 | 3 | 5 | 3 | X | Small Value |
| 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 |
| HAVGX | Haverford Quality Growth Stock | Owns companies we recommend for divestment | 3 | 3 | 4 | 5 | X | Large Blend |
| HOVLX | Homestead Value | Owns companies we recommend for divestment | 3 | 3 | 6 | 5 | X | Large Value |
| HUMEX | Huber Mid Cap Value Instl | Owns companies we recommend for divestment | 3 | 3 | 1 | 5 | X | Small Value |
| HUMDX | Huber Mid Cap Value Inv | Owns companies we recommend for divestment | 3 | 3 | 1 | 5 | X | Small Value |
| BDVG | iMGP Berkshire Dividend Growth ETF | Owns companies we recommend for divestment | 3 | 3 | 4 | 2 | X | Large Value |
| VSQAX | Invesco MSCI World SRI Index A | Owns companies we recommend for divestment | 3 | 3 | 7 | 5 | V | Global Large-Stock Blend |
| VSQCX | Invesco MSCI World SRI Index C | Owns companies we recommend for divestment | 3 | 3 | 7 | 5 | V | Global Large-Stock Blend |
| VSQRX | Invesco MSCI World SRI Index R | Owns companies we recommend for divestment | 3 | 3 | 7 | 5 | V | Global Large-Stock Blend |
| VSQFX | Invesco MSCI World SRI Index R5 | Owns companies we recommend for divestment | 3 | 3 | 7 | 5 | V | Global Large-Stock Blend |
| VSQSX | Invesco MSCI World SRI Index R6 | Owns companies we recommend for divestment | 3 | 3 | 7 | 5 | V | Global Large-Stock Blend |
| VSQYX | Invesco MSCI World SRI Index Y | Owns companies we recommend for divestment | 3 | 3 | 7 | 5 | V | Global Large-Stock Blend |
| SPHB | Invesco S&P 500® High Beta ETF | Owns companies we recommend for divestment | 3 | 3 | 8 | 5 | X | Mid-Cap Blend |
| XSMO | Invesco S&P SmallCap Momentum ETF | Owns companies we recommend for divestment | 3 | 3 | 0 | 5 | X | Small Blend |
| HDV | iShares Core High Dividend ETF | Owns companies we recommend for divestment | 3 | 3 | 5 | 2 | X | Large Value |
| IXN | iShares Global Tech ETF | Owns companies we recommend for divestment | 3 | 3 | 7 | 8 | X | Technology |
| IWC | iShares Micro-Cap ETF | Owns companies we recommend for divestment | 3 | 3 | 5 | 2 | X | Small Blend |
| IJT | iShares S&P Small-Cap 600 Growth ETF | Owns companies we recommend for divestment | 3 | 3 | 3 | 6 | X | Small Growth |
| TECB | iShares US Tech Breakthrough Mltsctr ETF | Owns companies we recommend for divestment | 3 | 3 | 5 | 8 | X | Technology |
| 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 |
| JMVNX | JHFunds2 Mid Value NAV | Owns companies we recommend for divestment | 3 | 3 | 3 | 3 | X | Mid-Cap Value |
| JNL/Morningstar Wide Moat Index A | Owns companies we recommend for divestment | 3 | 3 | 5 | 8 | X | Large Blend |
| JNL/Morningstar Wide Moat Index I | Owns companies we recommend for divestment | 3 | 3 | 5 | 8 | X | Large Blend |
| JFEAX | JPMorgan Developed International Value A | Owns companies we recommend for divestment | 3 | 3 | 4 | 1 | X | Foreign Large Value |
| JIUCX | JPMorgan Developed International Value C | Owns companies we recommend for divestment | 3 | 3 | 4 | 1 | X | Foreign Large Value |
| JIESX | JPMorgan Developed International Value I | Owns companies we recommend for divestment | 3 | 3 | 4 | 1 | X | Foreign Large Value |
| JNUSX | JPMorgan Developed International Value L | Owns companies we recommend for divestment | 3 | 3 | 4 | 1 | X | Foreign Large Value |
| JPVZX | JPMorgan Developed International ValueR2 | Owns companies we recommend for divestment | 3 | 3 | 4 | 1 | X | Foreign Large Value |
| JPVRX | JPMorgan Developed International ValueR5 | Owns companies we recommend for divestment | 3 | 3 | 4 | 1 | X | Foreign Large Value |
| JNVMX | JPMorgan Developed International ValueR6 | Owns companies we recommend for divestment | 3 | 3 | 4 | 1 | X | Foreign Large Value |
| AQEIX | LKCM Aquinas Catholic Equity | Owns companies we recommend for divestment | 3 | 3 | 4 | 5 | X | Large Blend |
| LDFVX | Lord Abbett Fundamental Equity A | Owns companies we recommend for divestment | 3 | 3 | 6 | 5 | X | Large Value |
| GILAX | Lord Abbett Fundamental Equity C | Owns companies we recommend for divestment | 3 | 3 | 6 | 5 | X | Large Value |
| LAVFX | Lord Abbett Fundamental Equity F | Owns companies we recommend for divestment | 3 | 3 | 6 | 5 | X | Large Value |
| LDFOX | Lord Abbett Fundamental Equity F3 | Owns companies we recommend for divestment | 3 | 3 | 6 | 5 | X | Large Value |
| LAVYX | Lord Abbett Fundamental Equity I | Owns companies we recommend for divestment | 3 | 3 | 6 | 5 | X | Large Value |
| LAVPX | Lord Abbett Fundamental Equity P | Owns companies we recommend for divestment | 3 | 3 | 6 | 5 | X | Large Value |
| LAVQX | Lord Abbett Fundamental Equity R2 | Owns companies we recommend for divestment | 3 | 3 | 6 | 5 | X | Large Value |
| LAVRX | Lord Abbett Fundamental Equity R3 | Owns companies we recommend for divestment | 3 | 3 | 6 | 5 | X | Large Value |
| LAVSX | Lord Abbett Fundamental Equity R4 | Owns companies we recommend for divestment | 3 | 3 | 6 | 5 | X | Large Value |
| LAVTX | Lord Abbett Fundamental Equity R5 | Owns companies we recommend for divestment | 3 | 3 | 6 | 5 | X | Large Value |
| LAVVX | Lord Abbett Fundamental Equity R6 | Owns companies we recommend for divestment | 3 | 3 | 6 | 5 | X | Large 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 |
| MSHNX | Morgan Stanley Inst Permanence A | Owns companies we recommend for divestment | 3 | 3 | 2 | 4 | X | Large Growth |
| MSHOX | Morgan Stanley Inst Permanence C | Owns companies we recommend for divestment | 3 | 3 | 2 | 4 | X | Large Growth |
| MSHMX | Morgan Stanley Inst Permanence I | Owns companies we recommend for divestment | 3 | 3 | 2 | 4 | X | Large Growth |
| MSHPX | Morgan Stanley Inst Permanence R6 | Owns companies we recommend for divestment | 3 | 3 | 2 | 4 | X | Large Growth |
| FFEIX | Nuveen Dividend Value A | Owns companies we recommend for divestment | 3 | 3 | 7 | 5 | X | Large Value |
| FFECX | Nuveen Dividend Value C | Owns companies we recommend for divestment | 3 | 3 | 7 | 5 | X | Large Value |
| FAQIX | Nuveen Dividend Value I | Owns companies we recommend for divestment | 3 | 3 | 7 | 5 | X | Large Value |
| FFEFX | Nuveen Dividend Value R6 | Owns companies we recommend for divestment | 3 | 3 | 7 | 5 | X | Large Value |
| TSMEX | Nuveen Quant Small/Mid Cap Eq A | Owns companies we recommend for divestment | 3 | 3 | 4 | 4 | X | Small Blend |
| TSMNX | Nuveen Quant Small/Mid Cap Eq I | Owns companies we recommend for divestment | 3 | 3 | 4 | 4 | X | Small Blend |
| TSMMX | Nuveen Quant Small/Mid Cap Eq Premier | Owns companies we recommend for divestment | 3 | 3 | 4 | 4 | X | Small Blend |
| TSMWX | Nuveen Quant Small/Mid Cap Eq R6 | Owns companies we recommend for divestment | 3 | 3 | 4 | 4 | X | Small Blend |
| TSMOX | Nuveen Quant Small/Mid Cap Eq Retirement | 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 |
| OSTFX | Osterweis | Owns companies we recommend for divestment | 3 | 3 | 4 | 8 | X | Large Blend |
| OSTVX | Osterweis Growth & Income Fund | Owns companies we recommend for divestment | 3 | 3 | 4 | 8 | X | Moderate Allocation |
| ALTL | Pacer Lunt Large Cap Alternator ETF | Owns companies we recommend for divestment | 3 | 3 | 8 | 5 | X | Large Value |
| PEXL | Pacer US Export Leaders ETF | Owns companies we recommend for divestment | 3 | 3 | 9 | 4 | X | Mid-Cap Blend |
| PBFDX | Payson Total Return | Owns companies we recommend for divestment | 3 | 3 | 6 | 6 | X | Large Blend |
| PGVFX | Polaris Global Value | Owns companies we recommend for divestment | 3 | 3 | 2 | 4 | X | Global Large-Stock Value |
| MGPIX | ProFunds Mid Cap Growth Inv | Owns companies we recommend for divestment | 3 | 3 | 3 | 5 | X | Mid-Cap Growth |
| MGPSX | ProFunds Mid Cap Growth Svc | Owns companies we recommend for divestment | 3 | 3 | 3 | 5 | X | Mid-Cap Growth |
| RGEF | Rockefeller Global Equity ETF | Owns companies we recommend for divestment | 3 | 3 | 9 | 6 | X | Global Large-Stock Blend |
| SEIS | SEI Select Small Cap ETF | Owns companies we recommend for divestment | 3 | 3 | 2 | 3 | X | Small Blend |
| SSCGX | SEI Small Cap Growth F (SIMT) | Owns companies we recommend for divestment | 3 | 3 | 4 | 6 | X | Small Growth |
| SPWIX | SEI Small Cap Growth I (SIMT) | Owns companies we recommend for divestment | 3 | 3 | 4 | 6 | X | Small Growth |
| SMAYX | SEI Small Cap Growth Y (SIMT) | Owns companies we recommend for divestment | 3 | 3 | 4 | 6 | X | Small Growth |
| GDGIX | Sit Global Dividend Growth I | Owns companies we recommend for divestment | 3 | 3 | 5 | 7 | X | Global Large-Stock Blend |
| GDGSX | Sit Global Dividend Growth S | Owns companies we recommend for divestment | 3 | 3 | 5 | 7 | X | Global Large-Stock Blend |
| SLYG | SPDR® S&P 600 Small Cap Growth ETF | Owns companies we recommend for divestment | 3 | 3 | 3 | 6 | X | Small Growth |
| SPSAX | Sterling Capital Behav Sm Cp Val Eq A | Owns companies we recommend for divestment | 3 | 3 | 1 | 4 | X | Small Value |
| SPSDX | Sterling Capital Behav Sm Cp Val Eq C | Owns companies we recommend for divestment | 3 | 3 | 1 | 4 | X | Small Value |
| SPSCX | Sterling Capital Behav Sm Cp Val Eq Intl | Owns companies we recommend for divestment | 3 | 3 | 1 | 4 | X | Small Value |
| STRBX | Sterling Capital Behav Sm Cp Val Eq R6 | Owns companies we recommend for divestment | 3 | 3 | 1 | 4 | X | Small Value |
| PRGSX | T. Rowe Price Global Stock | Owns companies we recommend for divestment | 3 | 3 | 6 | 5 | X | Global Large-Stock Growth |
| PAGSX | T. Rowe Price Global Stock Adv | Owns companies we recommend for divestment | 3 | 3 | 6 | 5 | X | Global Large-Stock Growth |
| TRGLX | T. Rowe Price Global Stock I | Owns companies we recommend for divestment | 3 | 3 | 6 | 5 | X | Global Large-Stock 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 |
| MOAT | VanEck Morningstar Wide Moat ETF | Owns companies we recommend for divestment | 3 | 3 | 5 | 8 | X | Large Blend |
| MWMIX | VanEck Morningstar Wide Moat I | Owns companies we recommend for divestment | 3 | 3 | 5 | 8 | X | Large Blend |
| MWMZX | VanEck Morningstar Wide Moat Z | Owns companies we recommend for divestment | 3 | 3 | 5 | 8 | X | Large Blend |
| VADGX | Vanguard Advice Select Dividend Gr Admrl | Owns companies we recommend for divestment | 3 | 3 | 4 | 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 |
| VIOG | Vanguard S&P Small-Cap 600 Growth ETF | Owns companies we recommend for divestment | 3 | 3 | 3 | 6 | X | Small Growth |
| 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 |
| NTKLX | Voya Multi-Manager International Sm Cp A | Owns companies we recommend for divestment | 3 | 3 | 3 | 1 | X | Foreign Small/Mid Blend |
| NARCX | Voya Multi-Manager International Sm Cp C | Owns companies we recommend for divestment | 3 | 3 | 3 | 1 | X | Foreign Small/Mid Blend |
| NAPIX | Voya Multi-Manager International Sm Cp I | Owns companies we recommend for divestment | 3 | 3 | 3 | 1 | X | Foreign Small/Mid Blend |
| ISCWX | Voya Multi-Manager International Sm Cp W | Owns companies we recommend for divestment | 3 | 3 | 3 | 1 | X | Foreign Small/Mid Blend |
| VVJFX | Voya Multi-Manager Intl Sm Cp R6 | Owns companies we recommend for divestment | 3 | 3 | 3 | 1 | 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 |
| DWMF | WisdomTree International Mltfctr | Owns companies we recommend for divestment | 3 | 3 | 5 | 4 | X | Foreign Large Value |
| DGRS | WisdomTree US SmallCap Qual Div Gr ETF | Owns companies we recommend for divestment | 3 | 3 | 4 | 3 | X | Small Value |
| FWD | AB Disruptors ETF | Owns companies we recommend for divestment | 4 | 3 | 10 | 6 | X | Global Large-Stock Growth |
| 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 |
| 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 | 7 | 6 | X | Moderate Allocation |
| CNGLX | Commonwealth Global | Owns companies we recommend for divestment | 4 | 3 | 6 | 4 | X | Global Large-Stock Blend |
| EATVX | Eaton Vance Tx-Mgd Value A | Owns companies we recommend for divestment | 4 | 3 | 5 | 3 | X | Large Value |
| ECTVX | Eaton Vance Tx-Mgd Value C | Owns companies we recommend for divestment | 4 | 3 | 5 | 3 | X | Large Value |
| EITVX | Eaton Vance Tx-Mgd Value I | Owns companies we recommend for divestment | 4 | 3 | 5 | 3 | X | Large Value |
| FTGS | First Trust Growth Strength ETF | Owns companies we recommend for divestment | 4 | 3 | 4 | 4 | X | Large Blend |
| 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 |
| HDVTX | Hartford International Equity R5 | Owns companies we recommend for divestment | 4 | 3 | 7 | 5 | X | Foreign Large Blend |
| HDVVX | Hartford International Equity R6 | Owns companies we recommend for divestment | 4 | 3 | 7 | 5 | X | Foreign Large Blend |
| HDVYX | Hartford International Equity Y | Owns companies we recommend for divestment | 4 | 3 | 7 | 5 | X | Foreign Large Blend |
| QUVU | Hartford Quality Value ETF | Owns companies we recommend for divestment | 4 | 3 | 6 | 4 | X | Large Value |
| HSTAX | Hartford Stock HLS IA | Owns companies we recommend for divestment | 4 | 3 | 5 | 6 | X | Large Blend |
| HIBSX | Hartford Stock HLS IB | Owns companies we recommend for divestment | 4 | 3 | 5 | 6 | X | Large Blend |
| BLES | Inspire Global Hope ETF | Owns companies we recommend for divestment | 4 | 3 | 6 | 2 | X | Global Large-Stock Blend |
| IAUTX | Invesco Dividend Income A | Owns companies we recommend for divestment | 4 | 3 | 6 | 5 | X | Large Value |
| IUTCX | Invesco Dividend Income C | Owns companies we recommend for divestment | 4 | 3 | 6 | 5 | X | Large Value |
| FSTUX | Invesco Dividend Income Investor | Owns companies we recommend for divestment | 4 | 3 | 6 | 5 | X | Large Value |
| IRTCX | Invesco Dividend Income R | Owns companies we recommend for divestment | 4 | 3 | 6 | 5 | X | Large Value |
| FSIUX | Invesco Dividend Income R5 | Owns companies we recommend for divestment | 4 | 3 | 6 | 5 | X | Large Value |
| IFUTX | Invesco Dividend Income R6 | Owns companies we recommend for divestment | 4 | 3 | 6 | 5 | X | Large Value |
| IAUYX | Invesco Dividend Income Y | Owns companies we recommend for divestment | 4 | 3 | 6 | 5 | X | Large Value |
| DIVG | Invesco S&P 500 Hi Div Grwrs ETF | Owns companies we recommend for divestment | 4 | 3 | 4 | 4 | X | Mid-Cap Value |
| RPG | Invesco S&P 500® Pure Growth ETF | Owns companies we recommend for divestment | 4 | 3 | 8 | 4 | X | Large Growth |
| IYW | iShares US Technology ETF | Owns companies we recommend for divestment | 4 | 3 | 6 | 9 | X | Technology |
| JNL/Invesco Diversified Dividend A | Owns companies we recommend for divestment | 4 | 3 | 5 | 5 | X | Large Value |
| JNL/Invesco Diversified Dividend I | Owns companies we recommend for divestment | 4 | 3 | 5 | 5 | 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 |
| NOIGX | Northern International Equity | Owns companies we recommend for divestment | 4 | 3 | 13 | 4 | X | Foreign Large Value |
| TTISX | Nuveen Quant Intl Sm Cap Eq Retirement | Owns companies we recommend for divestment | 4 | 3 | 4 | 1 | X | Foreign Small/Mid Blend |
| TLISX | Nuveen Quant Intl Small Cap Eq A | Owns companies we recommend for divestment | 4 | 3 | 4 | 1 | X | Foreign Small/Mid Blend |
| TAISX | Nuveen Quant Intl Small Cap Eq I | Owns companies we recommend for divestment | 4 | 3 | 4 | 1 | X | Foreign Small/Mid Blend |
| TPISX | Nuveen Quant Intl Small Cap Eq Premier | Owns companies we recommend for divestment | 4 | 3 | 4 | 1 | X | Foreign Small/Mid Blend |
| TIISX | Nuveen Quant Intl Small Cap Eq R6 | Owns companies we recommend for divestment | 4 | 3 | 4 | 1 | X | Foreign Small/Mid Blend |
| TAIWX | Nuveen Quant Intl Small Cap Eq W | Owns companies we recommend for divestment | 4 | 3 | 4 | 1 | X | Foreign Small/Mid Blend |
| IQSI | NYLI Candriam International Equity ETF | Owns companies we recommend for divestment | 4 | 3 | 14 | 5 | V | Foreign Large Blend |
| SVPIX | ProFunds Small Cap Value Inv | Owns companies we recommend for divestment | 4 | 3 | 4 | 4 | X | Small Value |
| SVPSX | ProFunds Small Cap Value Svc | Owns companies we recommend for divestment | 4 | 3 | 4 | 4 | X | Small Value |
| RYLGX | Rydex S&P 500 Pure Growth A | Owns companies we recommend for divestment | 4 | 3 | 8 | 4 | X | Large Growth |
| RYGRX | Rydex S&P 500 Pure Growth C | Owns companies we recommend for divestment | 4 | 3 | 8 | 4 | X | Large Growth |
| RYAWX | Rydex S&P 500 Pure Growth H | Owns companies we recommend for divestment | 4 | 3 | 8 | 4 | X | Large Growth |
| TILCX | T. Rowe Price Lrg Cp Va I | Owns companies we recommend for divestment | 4 | 3 | 6 | 4 | X | Large Value |
| TRLUX | T. Rowe Price Lrg Cp Va Inv | Owns companies we recommend for divestment | 4 | 3 | 6 | 4 | X | Large Value |
| AAUTX | Thrivent Large Cap Value A | Owns companies we recommend for divestment | 4 | 3 | 13 | 4 | X | Large Value |
| TLVIX | Thrivent Large Cap Value S | Owns companies we recommend for divestment | 4 | 3 | 13 | 4 | X | Large Value |
| VDIGX | Vanguard Dividend Growth Inv | Owns companies we recommend for divestment | 4 | 3 | 5 | 6 | X | Large Blend |
| 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 |
| VMGIX | Vanguard Mid-Cap Growth Index Investor | Owns companies we recommend for divestment | 4 | 3 | 4 | 6 | X | Mid-Cap Growth |
| WBAT | WisdomTree Battery Val Chn & Innvt ETF | Owns companies we recommend for divestment | 4 | 3 | 9 | 5 | X | Technology |
| SMIZ | Zacks Small/Mid Cap ETF | Owns companies we recommend for divestment | 4 | 3 | 2 | 6 | X | Small Blend |
| CIICX | American Funds Intl Gr and Inc 529C | 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 |
| CGIFX | American Funds Intl Gr and Inc 529F1 | 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 |
| RIGIX | American Funds Intl Gr and Inc R5E | 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 |
| 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 |
| BAMV | Brookstone Value Stock ETF | Owns companies we recommend for divestment | 5 | 3 | 8 | 5 | X | Large Value |
| 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 | 18 | 4 | X | Foreign Large Value |
| DFVIX | DFA International Value III | Owns companies we recommend for divestment | 5 | 3 | 18 | 4 | X | Foreign Large Value |
| MXJVX | Empower International Value Instl | Owns companies we recommend for divestment | 5 | 3 | 11 | 3 | X | Foreign Large Value |
| MXIVX | Empower International Value Inv | Owns companies we recommend for divestment | 5 | 3 | 11 | 3 | X | Foreign Large Value |
| FADAX | Fidelity Advisor Dividend Growth A | Owns companies we recommend for divestment | 5 | 3 | 9 | 6 | X | Large Blend |
| FDGCX | Fidelity Advisor Dividend Growth C | Owns companies we recommend for divestment | 5 | 3 | 9 | 6 | X | Large Blend |
| FDGIX | Fidelity Advisor Dividend Growth I | Owns companies we recommend for divestment | 5 | 3 | 9 | 6 | X | Large Blend |
| FDGTX | Fidelity Advisor Dividend Growth M | Owns companies we recommend for divestment | 5 | 3 | 9 | 6 | X | Large Blend |
| FZADX | Fidelity Advisor Dividend Growth Z | Owns companies we recommend for divestment | 5 | 3 | 9 | 6 | X | Large Blend |
| FDGFX | Fidelity Dividend Growth | Owns companies we recommend for divestment | 5 | 3 | 9 | 6 | X | Large Blend |
| FDGKX | Fidelity Dividend Growth K | Owns companies we recommend for divestment | 5 | 3 | 9 | 6 | X | Large Blend |
| FENI | Fidelity Enhanced International ETF | Owns companies we recommend for divestment | 5 | 3 | 12 | 8 | X | Foreign Large Blend |
| KNGZ | FirstTrust S&P500 DvrsDiv AristocratsETF | Owns companies we recommend for divestment | 5 | 3 | 8 | 4 | X | Large Value |
| HQIAX | Hartford Equity Income A | Owns companies we recommend for divestment | 5 | 3 | 6 | 4 | X | Large Value |
| HQICX | Hartford Equity Income C | Owns companies we recommend for divestment | 5 | 3 | 6 | 4 | X | Large Value |
| HQIFX | Hartford Equity Income F | Owns companies we recommend for divestment | 5 | 3 | 6 | 4 | X | Large Value |
| HQIIX | Hartford Equity Income I | Owns companies we recommend for divestment | 5 | 3 | 6 | 4 | X | Large Value |
| HQIRX | Hartford Equity Income R3 | Owns companies we recommend for divestment | 5 | 3 | 6 | 4 | X | Large Value |
| HQISX | Hartford Equity Income R4 | Owns companies we recommend for divestment | 5 | 3 | 6 | 4 | X | Large Value |
| HQITX | Hartford Equity Income R5 | Owns companies we recommend for divestment | 5 | 3 | 6 | 4 | X | Large Value |
| HQIVX | Hartford Equity Income R6 | Owns companies we recommend for divestment | 5 | 3 | 6 | 4 | X | Large Value |
| HQIYX | Hartford Equity Income Y | Owns companies we recommend for divestment | 5 | 3 | 6 | 4 | X | Large Value |
| LCEAX | Invesco Diversified Dividend A | Owns companies we recommend for divestment | 5 | 3 | 6 | 5 | X | Large Value |
| LCEVX | Invesco Diversified Dividend C | Owns companies we recommend for divestment | 5 | 3 | 6 | 5 | X | Large Value |
| LCEIX | Invesco Diversified Dividend Investor | Owns companies we recommend for divestment | 5 | 3 | 6 | 5 | X | Large Value |
| DDFRX | Invesco Diversified Dividend R | Owns companies we recommend for divestment | 5 | 3 | 6 | 5 | X | Large Value |
| DDFIX | Invesco Diversified Dividend R5 | Owns companies we recommend for divestment | 5 | 3 | 6 | 5 | X | Large Value |
| LCEFX | Invesco Diversified Dividend R6 | Owns companies we recommend for divestment | 5 | 3 | 6 | 5 | X | Large Value |
| LCEYX | Invesco Diversified Dividend Y | Owns companies we recommend for divestment | 5 | 3 | 6 | 5 | X | Large Value |
| JCMAX | JPMorgan Mid Cap Equity A | Owns companies we recommend for divestment | 5 | 3 | 2 | 5 | X | Mid-Cap Blend |
| JMCCX | JPMorgan Mid Cap Equity C | Owns companies we recommend for divestment | 5 | 3 | 2 | 5 | X | Mid-Cap Blend |
| VSNGX | JPMorgan Mid Cap Equity I | Owns companies we recommend for divestment | 5 | 3 | 2 | 5 | X | Mid-Cap Blend |
| JMCEX | JPMorgan Mid Cap Equity R2 | Owns companies we recommend for divestment | 5 | 3 | 2 | 5 | X | Mid-Cap Blend |
| JMEEX | JPMorgan Mid Cap Equity R5 | Owns companies we recommend for divestment | 5 | 3 | 2 | 5 | X | Mid-Cap Blend |
| JPPEX | JPMorgan Mid Cap Equity R6 | Owns companies we recommend for divestment | 5 | 3 | 2 | 5 | X | Mid-Cap Blend |
| MNBIX | Manning & Napier Pro-Blend Extnd Term I | Owns companies we recommend for divestment | 5 | 3 | 8 | 8 | X | Moderate Allocation |
| MNECX | Manning & Napier Pro-Blend Extnd Term L | Owns companies we recommend for divestment | 5 | 3 | 8 | 8 | X | Moderate Allocation |
| MNBRX | Manning & Napier Pro-Blend Extnd Term R | Owns companies we recommend for divestment | 5 | 3 | 8 | 8 | X | Moderate Allocation |
| MNBAX | Manning & Napier Pro-Blend Extnd Term S | Owns companies we recommend for divestment | 5 | 3 | 8 | 8 | X | Moderate Allocation |
| MNBWX | Manning & Napier Pro-Blend Extnd Term W | Owns companies we recommend for divestment | 5 | 3 | 8 | 8 | X | Moderate Allocation |
| NQGAX | Nuveen Global Equity Income A | Owns companies we recommend for divestment | 5 | 3 | 7 | 4 | X | Global Large-Stock Value |
| NQGCX | Nuveen Global Equity Income C | Owns companies we recommend for divestment | 5 | 3 | 7 | 4 | X | Global Large-Stock Value |
| NQGIX | Nuveen Global Equity Income I | Owns companies we recommend for divestment | 5 | 3 | 7 | 4 | X | Global Large-Stock Value |
| PJRAX | PGIM Quant Solutions International Eq A | Owns companies we recommend for divestment | 5 | 3 | 11 | 2 | X | Foreign Large Value |
| PJRCX | PGIM Quant Solutions International Eq C | Owns companies we recommend for divestment | 5 | 3 | 11 | 2 | X | Foreign Large Value |
| PJRQX | PGIM Quant Solutions International Eq R6 | Owns companies we recommend for divestment | 5 | 3 | 11 | 2 | X | Foreign Large Value |
| PJIZX | PGIM Quant Solutions International Eq Z | Owns companies we recommend for divestment | 5 | 3 | 11 | 2 | X | Foreign Large Value |
| SAHMX | SA International Value | Owns companies we recommend for divestment | 5 | 3 | 17 | 4 | X | Foreign Large Value |
| SWDSX | Schwab Dividend Equity | Owns companies we recommend for divestment | 5 | 3 | 9 | 5 | X | Large Value |
| SSEAX | SEI Screened World Equity Ex-US A (SIIT) | Owns companies we recommend for divestment | 5 | 3 | 13 | 4 | X | Foreign Large Blend |
| STMSX | SEI Tax-Managed Small/Mid Cap F (SIMT) | Owns companies we recommend for divestment | 5 | 3 | 6 | 8 | X | Small Blend |
| STMPX | SEI Tax-Managed Small/Mid Cap Y(SIMT) | Owns companies we recommend for divestment | 5 | 3 | 6 | 8 | X | Small Blend |
| DTAN | Sparkline International IntangibleValETF | Owns companies we recommend for divestment | 5 | 3 | 7 | 4 | X | Foreign Large Value |
| TQSMX | T. Rowe Price Integrated US SMCC Eq | Owns companies we recommend for divestment | 5 | 3 | 3 | 5 | X | Mid-Cap Blend |
| TQSAX | T. Rowe Price Integrated US SMCC Eq Adv | Owns companies we recommend for divestment | 5 | 3 | 3 | 5 | X | Mid-Cap Blend |
| TQSIX | T. Rowe Price Integrated US SMCC Eq I | Owns companies we recommend for divestment | 5 | 3 | 3 | 5 | X | Mid-Cap Blend |
| VEVFX | Vanguard Explorer Value Inv | Owns companies we recommend for divestment | 5 | 3 | 1 | 5 | X | Small Blend |
| WDIAX | Wilmington Enhanced Div Inc Strat A | Owns companies we recommend for divestment | 5 | 3 | 7 | 2 | X | Large Value |
| WDIIX | Wilmington Enhanced Div Inc Strat I | Owns companies we recommend for divestment | 5 | 3 | 7 | 2 | X | Large Value |
| 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 |
| QICLX | AQR International Multi-Style I | Owns companies we recommend for divestment | 6 | 3 | 10 | 2 | X | Foreign Large Value |
| QICNX | AQR International Multi-Style N | Owns companies we recommend for divestment | 6 | 3 | 10 | 2 | X | Foreign Large Value |
| QICRX | AQR International Multi-Style R6 | Owns companies we recommend for divestment | 6 | 3 | 10 | 2 | X | Foreign Large Value |
| LBSAX | Columbia Dividend Income A | Owns companies we recommend for divestment | 6 | 3 | 8 | 6 | X | Large Value |
| LBSCX | Columbia Dividend Income C | Owns companies we recommend for divestment | 6 | 3 | 8 | 6 | X | Large Value |
| GSFTX | Columbia Dividend Income Inst | Owns companies we recommend for divestment | 6 | 3 | 8 | 6 | X | Large Value |
| CDDRX | Columbia Dividend Income Inst2 | Owns companies we recommend for divestment | 6 | 3 | 8 | 6 | X | Large Value |
| CDDYX | Columbia Dividend Income Inst3 | Owns companies we recommend for divestment | 6 | 3 | 8 | 6 | X | Large Value |
| CDIRX | Columbia Dividend Income R | Owns companies we recommend for divestment | 6 | 3 | 8 | 6 | X | Large Value |
| GFSDX | Columbia Dividend Income S | Owns companies we recommend for divestment | 6 | 3 | 8 | 6 | X | Large Value |
| DFIV | Dimensional International Value ETF | Owns companies we recommend for divestment | 6 | 3 | 20 | 5 | X | Foreign Large Value |
| IDMO | Invesco S&P International Dev Momt ETF | Owns companies we recommend for divestment | 6 | 3 | 8 | 3 | X | Foreign Large Blend |
| DMXF | iShares ESG Advanced MSCI EAFE ETF | Owns companies we recommend for divestment | 6 | 3 | 9 | 5 | V | Foreign Large Blend |
| IMCG | iShares Morningstar Mid-Cap Growth ETF | Owns companies we recommend for divestment | 6 | 3 | 5 | 8 | X | Mid-Cap Growth |
| IMTM | iShares MSCI Intl Momentum Factor ETF | Owns companies we recommend for divestment | 6 | 3 | 10 | 3 | X | Foreign Large Blend |
| 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 |
| VCSOX | VALIC Company I Intl Sclly Rspnb | Owns companies we recommend for divestment | 6 | 3 | 13 | 4 | V | Foreign Large Blend |
| BROIX | BlackRock Advantage International Instl | Owns companies we recommend for divestment | 7 | 3 | 15 | 6 | X | Foreign Large Blend |
| BROAX | BlackRock Advantage International Inv A | Owns companies we recommend for divestment | 7 | 3 | 15 | 6 | X | Foreign Large Blend |
| BROCX | BlackRock Advantage International Inv C | Owns companies we recommend for divestment | 7 | 3 | 15 | 6 | X | Foreign Large Blend |
| BROKX | BlackRock Advantage International K | Owns companies we recommend for divestment | 7 | 3 | 15 | 6 | X | Foreign Large Blend |
| BGORX | BlackRock Advantage International R | Owns companies we recommend for divestment | 7 | 3 | 15 | 6 | X | Foreign Large Blend |
| BRZIX | BlackRock Sus Adg Intl Eq Ins | Owns companies we recommend for divestment | 7 | 3 | 15 | 5 | V | Foreign Large Blend |
| BRZAX | BlackRock Sus Adg Intl Eq Inv A | Owns companies we recommend for divestment | 7 | 3 | 15 | 5 | V | Foreign Large Blend |
| BRZKX | BlackRock Sus Adg Intl Eq K | Owns companies we recommend for divestment | 7 | 3 | 15 | 5 | V | Foreign Large Blend |
| DISMX | DFA International Small Cap Growth | Owns companies we recommend for divestment | 7 | 3 | 13 | 1 | X | Foreign Small/Mid Growth |
| DFWVX | DFA World ex US Value Port I | Owns companies we recommend for divestment | 8 | 3 | 32 | 4 | X | Foreign Large Value |
| DIVI | Franklin Intl Core Div Tlt Idx ETF | Owns companies we recommend for divestment | 8 | 3 | 20 | 7 | X | Foreign Large Value |
| ESGD | iShares ESG Aware MSCI EAFE ETF | Owns companies we recommend for divestment | 8 | 3 | 17 | 8 | V | Foreign Large Blend |
| RLNAX | Russell Inv International Devd Mkts A | Owns companies we recommend for divestment | 8 | 3 | 17 | 6 | X | Foreign Large Blend |
| RLNCX | Russell Inv International Devd Mkts C | Owns companies we recommend for divestment | 8 | 3 | 17 | 6 | X | Foreign Large Blend |
| RNTTX | Russell Inv International Devd Mkts M | Owns companies we recommend for divestment | 8 | 3 | 17 | 6 | X | Foreign Large Blend |
| RINTX | Russell Inv International Devd Mkts S | Owns companies we recommend for divestment | 8 | 3 | 17 | 6 | X | Foreign Large Blend |
| RINYX | Russell Inv International Devd Mkts Y | Owns companies we recommend for divestment | 8 | 3 | 17 | 6 | X | Foreign Large Blend |
| TPLC | Timothy Plan US Large/Mid Cap Core ETF | Owns companies we recommend for divestment | 8 | 3 | 6 | 7 | X | Mid-Cap Blend |
| TPLE | Timothy Plan US Large/Mid Cp Cr Enh ETF | Owns companies we recommend for divestment | 8 | 3 | 6 | 7 | X | Mid-Cap Blend |
| FXR | First Trust Indtls/PrdcrDurbAlphaDEX®ETF | Owns companies we recommend for divestment | 9 | 3 | 10 | 7 | X | Industrials |
| SEITX | SEI International Equity F (SIT) | Owns companies we recommend for divestment | 10 | 3 | 20 | 4 | X | Foreign Large Blend |
| SEEIX | SEI International Equity I (SIT) | Owns companies we recommend for divestment | 10 | 3 | 20 | 4 | X | Foreign Large Blend |
| SEFCX | SEI International Equity Y (SIT) | Owns companies we recommend for divestment | 10 | 3 | 20 | 4 | X | Foreign Large Blend |
| ITA | iShares US Aerospace & Defense ETF | Owns companies we recommend for divestment | 11 | 3 | 10 | 9 | X | Industrials |
| MADE | iShares U.S. Manufacturing ETF | Owns companies we recommend for divestment | 13 | 3 | 13 | 13 | X | Industrials |
| IYJ | iShares US Industrials ETF | Owns companies we recommend for divestment | 13 | 3 | 13 | 12 | X | Industrials |
| DFIS | Dimensional International Small Cap ETF | Owns companies we recommend for divestment | 14 | 3 | 25 | 1 | X | Foreign Small/Mid Blend |
| 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 |
| JHSMX | JHancock International Small Company R6 | Owns companies we recommend for divestment | 15 | 3 | 25 | 1 | X | Foreign Small/Mid Blend |
| JNL/Mellon Industrials Sect A | Owns companies we recommend for divestment | 15 | 3 | 13 | 13 | X | Industrials |
| JNL/Mellon Industrials Sect I | Owns companies we recommend for divestment | 15 | 3 | 13 | 13 | X | Industrials |
| SCHC | Schwab International Small-Cap Eq ETF™ | Owns companies we recommend for divestment | 19 | 3 | 31 | 1 | X | Foreign Small/Mid Blend |
| VSS | Vanguard FTSE All-Wld ex-US SmCp ETF | Owns companies we recommend for divestment | 19 | 3 | 31 | 1 | X | Foreign Small/Mid Blend |
| VFSAX | Vanguard FTSE All-Wld ex-US SmCp Idx Adm | Owns companies we recommend for divestment | 19 | 3 | 31 | 1 | X | Foreign Small/Mid Blend |
| VFSNX | Vanguard FTSE All-Wld ex-US SmCp Idx Ins | Owns companies we recommend for divestment | 19 | 3 | 31 | 1 | X | Foreign Small/Mid Blend |
| FNDC | Schwab Fundamental International SmEqETF | Owns companies we recommend for divestment | 22 | 3 | 35 | 1 | X | Foreign Small/Mid Value |
| SFILX | Schwab Fundamental Intl Sm Eq Idx | Owns companies we recommend for divestment | 23 | 3 | 36 | 1 | X | Foreign Small/Mid Value |
| SSIAX | 1919 Socially Responsive Balanced A | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 2 | 5 | V | Moderate Allocation |
| SESLX | 1919 Socially Responsive Balanced C | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 2 | 5 | V | Moderate Allocation |
| LMRNX | 1919 Socially Responsive Balanced I | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 2 | 5 | V | Moderate Allocation |
| GK | AdvisorShares Gerber Kawasaki ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 2 | 3 | X | Large Growth |
| AIFAX | Alger AI Enablers & Adopters A | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 3 | 3 | X | Technology |
| AAICX | Alger AI Enablers & Adopters C | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 3 | 3 | X | Technology |
| AIFIX | Alger AI Enablers & Adopters I | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 3 | 3 | X | Technology |
| AAIYX | Alger AI Enablers & Adopters Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 3 | 3 | X | Technology |
| AAIZX | Alger AI Enablers & Adopters Z | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 3 | 3 | X | Technology |
| ACAAX | Alger Capital Appreciation A | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 3 | 3 | X | Large Growth |
| ALCCX | Alger Capital Appreciation C | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 3 | 3 | X | Large Growth |
| ACAZX | Alger Capital Appreciation Z | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 3 | 3 | X | Large Growth |
| SPEGX | Alger Responsible Investing A | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 4 | 6 | V | Large Growth |
| AGFCX | Alger Responsible Investing C | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 4 | 6 | V | Large Growth |
| AGIFX | Alger Responsible Investing I | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 4 | 6 | V | Large Growth |
| ALGZX | Alger Responsible Investing Z | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 4 | 6 | V | Large Growth |
| SPECX | Alger Spectra A | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 4 | 5 | X | Large Growth |
| ASPCX | Alger Spectra C | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 4 | 5 | X | Large Growth |
| ASPIX | Alger Spectra I | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 4 | 5 | X | Large Growth |
| ASPYX | Alger Spectra Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 4 | 5 | X | Large Growth |
| ASPZX | Alger Spectra Z | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 4 | 5 | X | Large Growth |
| ARAGX | Aristotle Growth Equity A | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 4 | 3 | X | Large Growth |
| ARIGX | Aristotle Growth Equity I | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 4 | 3 | X | Large Growth |
| AIGGX | Aristotle Growth Equity I-2 | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 4 | 3 | X | Large Growth |
| REDWX | Aspiration Redwood | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 0 | 2 | V | Large Blend |
| BGATX | Baillie Gifford Global Alpha Equities 2 | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 4 | 5 | X | Global Large-Stock Growth |
| BGALX | Baillie Gifford Global Alpha Equities 4 | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 4 | 5 | X | Global Large-Stock Growth |
| BGASX | Baillie Gifford Global Alpha Equities I | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 4 | 5 | X | Global Large-Stock Growth |
| BGAKX | Baillie Gifford Global Alpha Equities K | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 4 | 5 | X | Global Large-Stock Growth |
| BCAMX | Boston Common ESG Impact US Equity | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 3 | 4 | V | Large Blend |
| WSBFX | Boston Trust Walden Balanced | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 3 | 4 | V | Moderately Aggressive Allocation |
| BWTG | Brendan Wood TopGun ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 2 | 3 | X | Large Growth |
| BAGAX | Brown Advisory Growth Equity Adv | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 2 | 3 | X | Large Growth |
| BAFGX | Brown Advisory Growth Equity Inst | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 2 | 3 | X | Large Growth |
| BIAGX | Brown Advisory Growth Equity Inv | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 2 | 3 | X | Large Growth |
| BUFGX | Buffalo Growth | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 5 | 7 | X | Large Growth |
| BIIGX | Buffalo Growth Institutional | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 5 | 7 | X | Large Growth |
| CVAAX | Calamos Select Fund A | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 3 | 4 | X | Large Blend |
| CVACX | Calamos Select Fund C | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 3 | 4 | X | Large Blend |
| CVAIX | Calamos Select Fund I | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 3 | 4 | X | Large Blend |
| THMEX | CCT Thematic Equity Institutional | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 3 | 2 | X | Global Large-Stock Blend |
| CHAIX | Chase Growth Institutional | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 4 | 3 | X | Large Growth |
| CHASX | Chase Growth N | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 4 | 3 | X | Large Growth |
| CLSUX | ClearBridge Sustainability Leaders A | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 3 | 5 | V | Large Blend |
| CAABX | ClearBridge Sustainability Leaders C | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 3 | 5 | V | Large Blend |
| LCSTX | ClearBridge Sustainability Leaders FI | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 3 | 5 | V | Large Blend |
| LCISX | ClearBridge Sustainability Leaders I | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 3 | 5 | V | Large Blend |
| LCILX | ClearBridge Sustainability Leaders IS | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 3 | 5 | V | Large Blend |
| CBSLX | ClearBridge Sustainability Leaders R | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 3 | 5 | V | Large Blend |
| CFIMX | Clipper | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 3 | 2 | X | Large Value |
| NFEAX | Columbia Large Cap Growth Opp A | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 3 | 4 | X | Large Growth |
| NFEPX | Columbia Large Cap Growth Opp Inst | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 3 | 4 | X | Large Growth |
| CADRX | Columbia Large Cap Growth Opp Inst2 | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 3 | 4 | X | Large Growth |
| CLRYX | Columbia Large Cap Growth Opp Inst3 | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 3 | 4 | X | Large Growth |
| CLGPX | Columbia Large Cap Growth Opp R | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 3 | 4 | X | Large Growth |
| NFEDX | Columbia Large Cap Growth Opp S | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 3 | 4 | X | Large Growth |
| ELGAX | Columbia Select Large Cap Growth A | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 3 | 3 | X | Large Growth |
| UMLGX | Columbia Select Large Cap Growth Inst | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 3 | 3 | X | Large Growth |
| CGTRX | Columbia Select Large Cap Growth Inst2 | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 3 | 3 | X | Large Growth |
| CCWRX | Columbia Select Large Cap Growth Inst3 | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 3 | 3 | X | Large Growth |
| URLGX | Columbia Select Large Cap Growth R | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 3 | 3 | X | Large Growth |
| UMLAX | Columbia Select Large Cap Growth S | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 3 | 3 | X | Large Growth |
| SHGTX | Columbia Seligman Global Tech A | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 7 | 5 | X | Technology |
| SHTCX | Columbia Seligman Global Tech C | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 7 | 5 | X | Technology |
| CSGZX | Columbia Seligman Global Tech Inst | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 7 | 5 | X | Technology |
| SGTTX | Columbia Seligman Global Tech Inst2 | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 7 | 5 | X | Technology |
| CGTYX | Columbia Seligman Global Tech Inst3 | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 7 | 5 | X | Technology |
| SGTRX | Columbia Seligman Global Tech R | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 7 | 5 | X | Technology |
| CSGAX | Columbia Seligman Global Technology S | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 7 | 5 | X | Technology |
| SLMCX | Columbia Seligman Tech & Info A | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 7 | 5 | X | Technology |
| SCICX | Columbia Seligman Tech & Info C | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 7 | 5 | X | Technology |
| CCIZX | Columbia Seligman Tech & Info Inst | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 7 | 5 | X | Technology |
| SCMIX | Columbia Seligman Tech & Info Inst2 | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 7 | 5 | X | Technology |
| CCOYX | Columbia Seligman Tech & Info Inst3 | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 7 | 5 | X | Technology |
| SCIRX | Columbia Seligman Tech & Info R | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 7 | 5 | X | Technology |
| CCIFX | Columbia Seligman Technology And Info S | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 7 | 5 | X | Technology |
| CAML | Congress Large Cap Growth ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 3 | 5 | X | Large Growth |
| RPFCX | Davis Balanced Fund A | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 3 | 3 | X | Moderately Aggressive Allocation |
| DCSCX | Davis Balanced Fund C | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 3 | 3 | X | Moderately Aggressive Allocation |
| DCSYX | Davis Balanced Fund Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 3 | 3 | X | Moderately Aggressive Allocation |
| DGFAX | Davis Global A | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 3 | 2 | X | Global Large-Stock Blend |
| DGFCX | Davis Global C | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 3 | 2 | X | Global Large-Stock Blend |
| DGFYX | Davis Global Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 3 | 2 | X | Global Large-Stock Blend |
| NYVTX | Davis NY Venture A | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 4 | 2 | X | Large Value |
| NYVBX | Davis NY Venture B | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 4 | 2 | X | Large Value |
| NYVCX | Davis NY Venture C | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 4 | 2 | X | Large Value |
| NYVRX | Davis NY Venture R | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 4 | 2 | X | Large Value |
| DNVYX | Davis NY Venture Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 4 | 2 | X | Large Value |
| DEMZ | Democratic Large Cap Core ETF | Owns companies we recommend for divestment | 0 | 4 | 4 | 4 | X | Large Blend |
| EAGL | Eagle Capital Select Equity ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 3 | 3 | X | Large Blend |
| EAFGX | Eaton Vance Focused Growth Opps A | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 3 | 5 | X | Large Growth |
| ECFGX | Eaton Vance Focused Growth Opps C | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 3 | 5 | X | Large Growth |
| EIFGX | Eaton Vance Focused Growth Opps I | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 3 | 5 | X | Large Growth |
| EACPX | Eaton Vance Tax-Managed Multi-Cap Gr A | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 5 | 6 | X | Large Growth |
| ECCPX | Eaton Vance Tax-Managed Multi-Cap Gr C | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 5 | 6 | X | Large Growth |
| ELFNX | Elfun Trusts | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 5 | 6 | X | Large Blend |
| EFCAX | Emerald Insights A | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 3 | 4 | X | Large Growth |
| EFCCX | Emerald Insights C | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 3 | 4 | X | Large Growth |
| EFCIX | Emerald Insights Institutional | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 3 | 4 | X | Large Growth |
| EFCNX | Emerald Insights Investor | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 3 | 4 | X | Large Growth |
| FSFGX | Fidelity Advisor Focused Stock A | Owns companies we recommend for divestment | 0 | 4 | 4 | 4 | X | Large Growth |
| FSFMX | Fidelity Advisor Focused Stock C | Owns companies we recommend for divestment | 0 | 4 | 4 | 4 | X | Large Growth |
| FSFNX | Fidelity Advisor Focused Stock I | Owns companies we recommend for divestment | 0 | 4 | 4 | 4 | X | Large Growth |
| FSFJX | Fidelity Advisor Focused Stock M | Owns companies we recommend for divestment | 0 | 4 | 4 | 4 | X | Large Growth |
| FSFOX | Fidelity Advisor Focused Stock Z | Owns companies we recommend for divestment | 0 | 4 | 4 | 4 | X | Large Growth |
| FGEAX | Fidelity Advisor Glbl Capital Apprec A | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 5 | 5 | X | Global Large-Stock Growth |
| FEUCX | Fidelity Advisor Glbl Capital Apprec C | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 5 | 5 | X | Global Large-Stock Growth |
| FEUIX | Fidelity Advisor Glbl Capital Apprec I | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 5 | 5 | X | Global Large-Stock Growth |
| FGETX | Fidelity Advisor Glbl Capital Apprec M | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 5 | 5 | X | Global Large-Stock Growth |
| FTQGX | Fidelity Focused Stock | Owns companies we recommend for divestment | 0 | 4 | 4 | 4 | X | Large Growth |
| CARZ | First Trust S-Network Fut Vhcl&Tech ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 5 | 5 | V | Consumer Cyclical |
| FMSGX | Frontier MFG Global Sustainable Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 4 | 3 | V | Global Large-Stock Growth |
| FMSRX | Frontier MFG Global Sustainable Svc | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 4 | 3 | V | Global Large-Stock Growth |
| GURU | Global X Guru™ ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 4 | 5 | X | Large Blend |
| GQLIX | GMO Quality I | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 3 | 6 | X | Large Blend |
| GQETX | GMO Quality III | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 3 | 6 | X | Large Blend |
| GQEFX | GMO Quality IV | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 3 | 6 | X | Large Blend |
| GQESX | GMO Quality R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 3 | 6 | X | Large Blend |
| GQLOX | GMO Quality VI | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 3 | 6 | X | Large Blend |
| GVIP | Goldman Sachs Hedge Industry VIP ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 4 | 4 | X | Large Growth |
| GQHIX | GQG Partners US Quality Value Fund Ins | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 3 | 4 | X | Large Value |
| GQHPX | GQG Partners US Quality Value Fund Inv | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 3 | 4 | X | Large Value |
| DIVGX | Guardian Capital Dividend Growth Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 2 | 3 | X | Global Large-Stock Blend |
| GFGF | Guru Favorite Stocks ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 3 | 3 | X | Large Blend |
| HEOMX | Hartford Climate Opportunities A | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 6 | 3 | V | Global Large-Stock Blend |
| HEONX | Hartford Climate Opportunities C | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 6 | 3 | V | Global Large-Stock Blend |
| HEOFX | Hartford Climate Opportunities F | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 6 | 3 | V | Global Large-Stock Blend |
| HEOIX | Hartford Climate Opportunities I | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 6 | 3 | V | Global Large-Stock Blend |
| HEORX | Hartford Climate Opportunities R3 | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 6 | 3 | V | Global Large-Stock Blend |
| HEOSX | Hartford Climate Opportunities R4 | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 6 | 3 | V | Global Large-Stock Blend |
| HEOTX | Hartford Climate Opportunities R5 | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 6 | 3 | V | Global Large-Stock Blend |
| HEOVX | Hartford Climate Opportunities R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 6 | 3 | V | Global Large-Stock Blend |
| HEOYX | Hartford Climate Opportunities Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 6 | 3 | V | Global Large-Stock Blend |
| VAFAX | Invesco American Franchise A | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 4 | 4 | X | Large Growth |
| VAFCX | Invesco American Franchise C | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 4 | 4 | X | Large Growth |
| VAFRX | Invesco American Franchise R | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 4 | 4 | X | Large Growth |
| VAFNX | Invesco American Franchise R5 | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 4 | 4 | X | Large Growth |
| VAFFX | Invesco American Franchise R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 4 | 4 | X | Large Growth |
| VAFIX | Invesco American Franchise Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 4 | 4 | X | Large Growth |
| JFCAX | JHancock Fundamental All Cap Core A | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 2 | 6 | X | Large Blend |
| JFCCX | JHancock Fundamental All Cap Core C | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 2 | 6 | X | Large Blend |
| JHAC | JHancock Fundamental All Cap Core ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 2 | 6 | X | Large Blend |
| JFCIX | JHancock Fundamental All Cap Core I | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 2 | 6 | X | Large Blend |
| JFACX | JHancock Fundamental All Cap Core R2 | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 2 | 6 | X | Large Blend |
| JFARX | JHancock Fundamental All Cap Core R4 | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 2 | 6 | X | Large Blend |
| JFAIX | JHancock Fundamental All Cap Core R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 2 | 6 | X | Large Blend |
| JLFSX | JHancock Global Climate Action I | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 3 | 5 | V | Global Large-Stock Blend |
| USGLX | JHancock U.S. Global Leaders Growth A | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 3 | 5 | X | Large Growth |
| USLCX | JHancock U.S. Global Leaders Growth C | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 3 | 5 | X | Large Growth |
| USLIX | JHancock U.S. Global Leaders Growth I | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 3 | 5 | X | Large Growth |
| USLYX | JHancock U.S. Global Leaders Growth R2 | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 3 | 5 | X | Large Growth |
| UGLSX | JHancock U.S. Global Leaders Growth R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 3 | 5 | X | Large Growth |
| LZUSX | Lazard US Equity Focus Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 2 | 5 | X | Large Blend |
| LZUOX | Lazard US Equity Focus Open | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 2 | 5 | X | Large Blend |
| RLUSX | Lazard US Equity Focus R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 2 | 5 | X | Large Blend |
| MNVAX | Madison Investors A | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 2 | 3 | X | Large Blend |
| MIVIX | Madison Investors I | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 2 | 3 | X | Large Blend |
| MNVRX | Madison Investors R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 2 | 3 | X | Large Blend |
| MINVX | Madison Investors Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 2 | 3 | X | Large Blend |
| MNRGX | Manor Growth | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 3 | 6 | X | Large Blend |
| MDPL | Monarch Dividend Plus ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 0 | 0 | X | Mid-Cap Value |
| GGEAX | Nationwide Global Sust Eq A | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 2 | 3 | V | Global Large-Stock Blend |
| GGESX | Nationwide Global Sust Eq Instl Svc | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 2 | 3 | V | Global Large-Stock Blend |
| GGEIX | Nationwide Global Sust Eq R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 2 | 3 | V | Global Large-Stock Blend |
| VNSAX | Natixis Vaughan Nelson Select A | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 3 | 3 | X | Large Blend |
| VNSCX | Natixis Vaughan Nelson Select C | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 3 | 3 | X | Large Blend |
| VNSE | Natixis Vaughan Nelson Select ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 4 | 3 | X | Large Blend |
| VNSNX | Natixis Vaughan Nelson Select N | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 3 | 3 | X | Large Blend |
| VNSYX | Natixis Vaughan Nelson Select Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 3 | 3 | X | Large Blend |
| KOOL | North Shore Equity Rotation ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 3 | 3 | X | Large Blend |
| MECDX | NYLI Epoch Capital Growth Class A | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 3 | 3 | X | Global Large-Stock Growth |
| MECEX | NYLI Epoch Capital Growth Class C | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 3 | 3 | X | Global Large-Stock Growth |
| MECFX | NYLI Epoch Capital Growth Class I | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 3 | 3 | X | Global Large-Stock Growth |
| MECVX | NYLI Epoch Capital Growth Investor Class | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 3 | 3 | X | Global Large-Stock Growth |
| OAKM | Oakmark U.S. Large Cap ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 3 | 3 | X | Large Value |
| PRILX | Parnassus Core Equity Institutional | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 2 | 6 | V | Large Blend |
| PRBLX | Parnassus Core Equity Investor | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 2 | 6 | V | Large Blend |
| PFPGX | Parnassus Growth Equity Institutional | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 3 | 6 | V | Large Growth |
| PFGEX | Parnassus Growth Equity Investor | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 3 | 6 | V | Large Growth |
| QGIAX | Pear Tree Quality Institutional | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 3 | 6 | X | Large Blend |
| USBOX | Pear Tree Quality Ordinary | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 3 | 6 | X | Large Blend |
| QGIRX | Pear Tree Quality R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 3 | 6 | X | Large Blend |
| POGSX | Pin Oak Equity | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 4 | 4 | X | Large Blend |
| SUGAX | Pioneer Global Sustainable Growth A | Owns companies we recommend for divestment | 0 | 4 | 5 | 6 | V | Global Large-Stock Growth |
| SUGCX | Pioneer Global Sustainable Growth C | Owns companies we recommend for divestment | 0 | 4 | 5 | 6 | V | Global Large-Stock Growth |
| SUGYX | Pioneer Global Sustainable Growth Y | Owns companies we recommend for divestment | 0 | 4 | 5 | 6 | V | Global Large-Stock Growth |
| PGIAX | Putnam Focused Equity A | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 5 | 5 | X | Large Blend |
| PGIEX | Putnam Focused Equity C | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 5 | 5 | X | Large Blend |
| PGIOX | Putnam Focused Equity R | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 5 | 5 | X | Large Blend |
| PGWTX | Putnam Focused Equity R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 5 | 5 | X | Large Blend |
| PGILX | Putnam Focused Equity Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 5 | 5 | X | Large Blend |
| PNOPX | Putnam Sustainable Leaders A | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 1 | 5 | V | Large Growth |
| PNOCX | Putnam Sustainable Leaders C | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 1 | 5 | V | Large Growth |
| PLDR | Putnam Sustainable Leaders ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 1 | 5 | V | Large Growth |
| PNORX | Putnam Sustainable Leaders R | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 1 | 5 | V | Large Growth |
| PSLGX | Putnam Sustainable Leaders R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 1 | 5 | V | Large Growth |
| PNOYX | Putnam Sustainable Leaders Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 1 | 5 | V | Large Growth |
| RYRTX | Rydex Retailing A | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 2 | 1 | X | Consumer Cyclical |
| RYRCX | Rydex Retailing C | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 2 | 1 | X | Consumer Cyclical |
| RYRAX | Rydex Retailing H | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 2 | 1 | X | Consumer Cyclical |
| RYRIX | Rydex Retailing Inv | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 2 | 1 | X | Consumer Cyclical |
| STPAX | Saratoga Technology & Comm A | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 5 | 5 | X | Technology |
| STPCX | Saratoga Technology & Comm C | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 5 | 5 | X | Technology |
| STPIX | Saratoga Technology & Comm I | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 5 | 5 | X | Technology |
| GGEFX | Summitry Equity Fund | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 3 | 4 | X | Large Blend |
| PGLOX | T. Rowe Price Global Consumer | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 4 | 1 | X | Consumer Defensive |
| TTEQ | T. Rowe Price Technology ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 4 | 4 | X | Technology |
| PORIX | Trillium ESG Global Equity Institutional | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 5 | 4 | V | Global Large-Stock Blend |
| PORTX | Trillium ESG Global Equity Investor | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 5 | 4 | V | Global Large-Stock Blend |
| VHT | Vanguard Health Care ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 1 | 1 | X | Health |
| VHCIX | Vanguard Health Care Index Admiral | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 1 | 1 | X | Health |
| CSB | VictoryShares US SmCp Hi Div Vol Wtd ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 0 | 2 | X | Small Value |
| SGAAX | Virtus SGA Global Growth A | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 3 | 4 | X | Global Large-Stock Growth |
| SGACX | Virtus SGA Global Growth C | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 3 | 4 | X | Global Large-Stock Growth |
| SGAPX | Virtus SGA Global Growth I | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 3 | 4 | X | Global Large-Stock Growth |
| SGARX | Virtus SGA Global Growth R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 3 | 4 | X | Global Large-Stock Growth |
| WOGSX | White Oak Select Growth | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 5 | 4 | X | Large Blend |
| GCEAX | AB Global Core Equity A | Owns companies we recommend for divestment | 1 | 4 | 4 | 7 | X | Global Large-Stock Blend |
| GCEYX | AB Global Core Equity Advisor | Owns companies we recommend for divestment | 1 | 4 | 4 | 7 | X | Global Large-Stock Blend |
| GCECX | AB Global Core Equity C | Owns companies we recommend for divestment | 1 | 4 | 4 | 7 | X | Global Large-Stock Blend |
| RULE | Adaptive Core ETF | Owns companies we recommend for divestment | 1 | 4 | 3 | 2 | X | Moderate Allocation |
| CHUSX | Alger Global Equity A | Owns companies we recommend for divestment | 1 | 4 | 4 | 5 | X | Global Large-Stock Growth |
| CHUCX | Alger Global Equity C | Owns companies we recommend for divestment | 1 | 4 | 4 | 5 | X | Global Large-Stock Growth |
| AFGIX | Alger Global Equity I | Owns companies we recommend for divestment | 1 | 4 | 4 | 5 | X | Global Large-Stock Growth |
| AFGZX | Alger Global Equity Z | Owns companies we recommend for divestment | 1 | 4 | 4 | 5 | X | Global Large-Stock Growth |
| LPFAX | ALPS Global Opportunity A | Owns companies we recommend for divestment | 1 | 4 | 2 | 4 | X | Global Small/Mid Stock |
| LPFCX | ALPS Global Opportunity C | Owns companies we recommend for divestment | 1 | 4 | 2 | 4 | X | Global Small/Mid Stock |
| LPEIX | ALPS Global Opportunity I | Owns companies we recommend for divestment | 1 | 4 | 2 | 4 | X | Global Small/Mid Stock |
| LPEFX | ALPS Global Opportunity Inv | Owns companies we recommend for divestment | 1 | 4 | 2 | 4 | X | Global Small/Mid Stock |
| ALPS Global Opportunity Portfolio Cl I | Owns companies we recommend for divestment | 1 | 4 | 2 | 4 | X | Global Small/Mid Stock |
| AVPEX | ALPS Global Opportunity Portfolio Cl III | Owns companies we recommend for divestment | 1 | 4 | 2 | 4 | X | Global Small/Mid Stock |
| LPERX | ALPS Global Opportunity R | Owns companies we recommend for divestment | 1 | 4 | 2 | 4 | X | Global Small/Mid Stock |
| MFQTX | AMG Veritas Global Focus I | Owns companies we recommend for divestment | 1 | 4 | 3 | 6 | X | Global Large-Stock Blend |
| MFQAX | AMG Veritas Global Focus N | Owns companies we recommend for divestment | 1 | 4 | 3 | 6 | X | Global Large-Stock Blend |
| BDAIX | Baron Durable Advantage Institutional | Owns companies we recommend for divestment | 1 | 4 | 3 | 6 | X | Large Growth |
| BDAUX | Baron Durable Advantage R6 | Owns companies we recommend for divestment | 1 | 4 | 3 | 6 | X | Large Growth |
| BDAFX | Baron Durable Advantage Retail | Owns companies we recommend for divestment | 1 | 4 | 3 | 6 | X | Large Growth |
| BKDV | BNY Mellon Dynamic Value ETF | Owns companies we recommend for divestment | 1 | 4 | 4 | 3 | X | Large Value |
| DTGRX | BNY Mellon Technology Growth A | Owns companies we recommend for divestment | 1 | 4 | 4 | 4 | X | Technology |
| DTGCX | BNY Mellon Technology Growth C | Owns companies we recommend for divestment | 1 | 4 | 4 | 4 | X | Technology |
| DGVRX | BNY Mellon Technology Growth I | Owns companies we recommend for divestment | 1 | 4 | 4 | 4 | X | Technology |
| DTEYX | BNY Mellon Technology Growth Y | Owns companies we recommend for divestment | 1 | 4 | 4 | 4 | X | Technology |
| BKWO | BNY Mellon Women's Opportunities ETF | Owns companies we recommend for divestment | 1 | 4 | 2 | 4 | V | Large Blend |
| BQLCX | Bright Rock Quality Large Cap Instl | Owns companies we recommend for divestment | 1 | 4 | 4 | 4 | X | Large Blend |
| CIAOX | Capital Advisors Growth Investor | Owns companies we recommend for divestment | 1 | 4 | 4 | 5 | X | Large Blend |
| BERAX | Carillon Chartwell Mid Cap Value A | 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 |
| BERCX | Carillon Chartwell Mid Cap Value I | Owns companies we recommend for divestment | 1 | 4 | 3 | 3 | X | Mid-Cap Value |
| BERDX | Carillon Chartwell Mid Cap Value R-6 | Owns companies we recommend for divestment | 1 | 4 | 3 | 3 | X | Mid-Cap Value |
| SBLGX | ClearBridge Large Cap Growth A | Owns companies we recommend for divestment | 1 | 4 | 6 | 7 | X | Large Growth |
| SLCCX | ClearBridge Large Cap Growth C | Owns companies we recommend for divestment | 1 | 4 | 6 | 7 | X | Large Growth |
| LRGE | ClearBridge Large Cap Growth ESG ETF | Owns companies we recommend for divestment | 1 | 4 | 6 | 6 | V | Large Growth |
| SBLYX | ClearBridge Large Cap Growth I | Owns companies we recommend for divestment | 1 | 4 | 6 | 7 | X | Large Growth |
| LSITX | ClearBridge Large Cap Growth IS | Owns companies we recommend for divestment | 1 | 4 | 6 | 7 | X | Large Growth |
| LCMMX | ClearBridge Large Cap Growth O | Owns companies we recommend for divestment | 1 | 4 | 6 | 7 | X | Large Growth |
| LMPLX | ClearBridge Large Cap Growth R | Owns companies we recommend for divestment | 1 | 4 | 6 | 7 | X | Large Growth |
| CTCAX | Columbia Global Technology Growth A | Owns companies we recommend for divestment | 1 | 4 | 8 | 7 | X | Technology |
| CTHCX | Columbia Global Technology Growth C | Owns companies we recommend for divestment | 1 | 4 | 8 | 7 | X | Technology |
| CMTFX | Columbia Global Technology Growth Inst | Owns companies we recommend for divestment | 1 | 4 | 8 | 7 | X | Technology |
| CTHRX | Columbia Global Technology Growth Inst2 | Owns companies we recommend for divestment | 1 | 4 | 8 | 7 | X | Technology |
| CGTUX | Columbia Global Technology Growth Inst3 | Owns companies we recommend for divestment | 1 | 4 | 8 | 7 | X | Technology |
| CGTDX | Columbia Global Technology Growth S | Owns companies we recommend for divestment | 1 | 4 | 8 | 7 | X | Technology |
| SEMI | Columbia Select Technology ETF | Owns companies we recommend for divestment | 1 | 4 | 6 | 6 | X | Technology |
| CVAR | Cultivar ETF | Owns companies we recommend for divestment | 1 | 4 | 2 | 0 | X | Mid-Cap Value |
| EVIFX | Eaton Vance Balanced A | Owns companies we recommend for divestment | 1 | 4 | 3 | 6 | X | Moderate Allocation |
| ECIFX | Eaton Vance Balanced C | Owns companies we recommend for divestment | 1 | 4 | 3 | 6 | X | Moderate Allocation |
| EIIFX | Eaton Vance Balanced I | Owns companies we recommend for divestment | 1 | 4 | 3 | 6 | X | Moderate Allocation |
| ERIFX | Eaton Vance Balanced R | Owns companies we recommend for divestment | 1 | 4 | 3 | 6 | X | Moderate Allocation |
| ESIFX | Eaton Vance Balanced R6 | Owns companies we recommend for divestment | 1 | 4 | 3 | 6 | X | Moderate Allocation |
| EDIAX | Eaton Vance Global Income Builder A | Owns companies we recommend for divestment | 1 | 4 | 3 | 5 | X | Global Allocation |
| EDICX | Eaton Vance Global Income Builder C | Owns companies we recommend for divestment | 1 | 4 | 3 | 5 | X | Global Allocation |
| EDIIX | Eaton Vance Global Income Builder I | Owns companies we recommend for divestment | 1 | 4 | 3 | 5 | X | Global Allocation |
| EDIRX | Eaton Vance Global Income Builder R | Owns companies we recommend for divestment | 1 | 4 | 3 | 5 | X | Global Allocation |
| EAERX | Eaton Vance Stock A | Owns companies we recommend for divestment | 1 | 4 | 3 | 6 | X | Large Blend |
| ECERX | Eaton Vance Stock C | Owns companies we recommend for divestment | 1 | 4 | 3 | 6 | X | Large Blend |
| EIERX | Eaton Vance Stock I | Owns companies we recommend for divestment | 1 | 4 | 3 | 6 | X | Large Blend |
| MXTFX | Empower Small Cap Value Instl | Owns companies we recommend for divestment | 1 | 4 | 1 | 4 | X | Small Value |
| MXLSX | Empower Small Cap Value Inv | Owns companies we recommend for divestment | 1 | 4 | 1 | 4 | X | Small Value |
| FDLSX | Fidelity Select Leisure | Owns companies we recommend for divestment | 1 | 4 | 2 | 1 | X | Consumer Cyclical |
| FEGE | First Eagle Global Equity ETF | Owns companies we recommend for divestment | 1 | 4 | 4 | 3 | X | Global Large-Stock Blend |
| AFMC | First Trust Active Factor Mid Cap ETF | Owns companies we recommend for divestment | 1 | 4 | 1 | 4 | X | Mid-Cap Blend |
| FGRAX | Franklin Growth Opportunities A | Owns companies we recommend for divestment | 1 | 4 | 3 | 7 | X | Large Growth |
| FRAAX | Franklin Growth Opportunities Adv | Owns companies we recommend for divestment | 1 | 4 | 3 | 7 | X | Large Growth |
| FKACX | Franklin Growth Opportunities C | Owns companies we recommend for divestment | 1 | 4 | 3 | 7 | X | Large Growth |
| FKARX | Franklin Growth Opportunities R | Owns companies we recommend for divestment | 1 | 4 | 3 | 7 | X | Large Growth |
| FOPPX | Franklin Growth Opportunities R6 | Owns companies we recommend for divestment | 1 | 4 | 3 | 7 | X | Large Growth |
| GGGAX | Gabelli Global Growth A | Owns companies we recommend for divestment | 1 | 4 | 5 | 5 | X | Global Large-Stock Growth |
| GICPX | Gabelli Global Growth AAA | Owns companies we recommend for divestment | 1 | 4 | 5 | 5 | X | Global Large-Stock Growth |
| GGGCX | Gabelli Global Growth C | Owns companies we recommend for divestment | 1 | 4 | 5 | 5 | X | Global Large-Stock Growth |
| GGGIX | Gabelli Global Growth I | Owns companies we recommend for divestment | 1 | 4 | 5 | 5 | X | Global Large-Stock Growth |
| GGRW | Gabelli Growth Innovators ETF | Owns companies we recommend for divestment | 1 | 4 | 4 | 3 | X | Technology |
| SRIAX | Gabelli SRI A | Owns companies we recommend for divestment | 1 | 4 | 11 | 4 | V | Global Large-Stock Blend |
| SRIGX | Gabelli SRI AAA | Owns companies we recommend for divestment | 1 | 4 | 11 | 4 | V | Global Large-Stock Blend |
| SRICX | Gabelli SRI C | Owns companies we recommend for divestment | 1 | 4 | 11 | 4 | V | Global Large-Stock Blend |
| SRIDX | Gabelli SRI I | Owns companies we recommend for divestment | 1 | 4 | 11 | 4 | V | Global Large-Stock Blend |
| DRIV | Global X Atnms & Elctrc Vhcls ETF | Owns companies we recommend for divestment | 1 | 4 | 6 | 5 | V | Miscellaneous Sector |
| GITAX | Goldman Sachs Technology Opps A | Owns companies we recommend for divestment | 1 | 4 | 5 | 6 | X | Technology |
| GITCX | Goldman Sachs Technology Opps C | Owns companies we recommend for divestment | 1 | 4 | 5 | 6 | X | Technology |
| GITIX | Goldman Sachs Technology Opps Inst | Owns companies we recommend for divestment | 1 | 4 | 5 | 6 | X | Technology |
| GISTX | Goldman Sachs Technology Opps Inv | Owns companies we recommend for divestment | 1 | 4 | 5 | 6 | X | Technology |
| GSJPX | Goldman Sachs Technology Opps P | Owns companies we recommend for divestment | 1 | 4 | 5 | 6 | X | Technology |
| GTORX | Goldman Sachs Technology Opps R6 | Owns companies we recommend for divestment | 1 | 4 | 5 | 6 | X | Technology |
| GITSX | Goldman Sachs Technology Opps Svc | Owns companies we recommend for divestment | 1 | 4 | 5 | 6 | X | Technology |
| HOMPX | HW Opportunities MP | Owns companies we recommend for divestment | 1 | 4 | 3 | 3 | X | Mid-Cap Value |
| PAXLX | Impax Large Cap Fund Individual Investor | Owns companies we recommend for divestment | 1 | 4 | 1 | 3 | V | Large Blend |
| PXLIX | Impax Large Cap Fund Institutional | Owns companies we recommend for divestment | 1 | 4 | 1 | 3 | V | Large Blend |
| GLVAX | Invesco Global Focus A | Owns companies we recommend for divestment | 1 | 4 | 4 | 5 | X | Global Large-Stock Growth |
| GLVCX | Invesco Global Focus C | Owns companies we recommend for divestment | 1 | 4 | 4 | 5 | X | Global Large-Stock Growth |
| GLVNX | Invesco Global Focus R | Owns companies we recommend for divestment | 1 | 4 | 4 | 5 | X | Global Large-Stock Growth |
| GFFDX | Invesco Global Focus R5 | Owns companies we recommend for divestment | 1 | 4 | 4 | 5 | X | Global Large-Stock Growth |
| GLVIX | Invesco Global Focus R6 | Owns companies we recommend for divestment | 1 | 4 | 4 | 5 | X | Global Large-Stock Growth |
| GLVYX | Invesco Global Focus Y | Owns companies we recommend for divestment | 1 | 4 | 4 | 5 | X | Global Large-Stock Growth |
| ARTY | iShares Future AI & Tech ETF | Owns companies we recommend for divestment | 1 | 4 | 5 | 6 | X | Technology |
| JATAX | Janus Henderson Glb Tech and Innovt A | Owns companies we recommend for divestment | 1 | 4 | 4 | 4 | X | Technology |
| JAGCX | Janus Henderson Glb Tech and Innovt C | Owns companies we recommend for divestment | 1 | 4 | 4 | 4 | X | Technology |
| JNGTX | Janus Henderson Glb Tech and Innovt D | Owns companies we recommend for divestment | 1 | 4 | 4 | 4 | X | Technology |
| JATIX | Janus Henderson Glb Tech and Innovt I | Owns companies we recommend for divestment | 1 | 4 | 4 | 4 | X | Technology |
| JATNX | Janus Henderson Glb Tech and Innovt N | Owns companies we recommend for divestment | 1 | 4 | 4 | 4 | X | Technology |
| JATSX | Janus Henderson Glb Tech and Innovt S | Owns companies we recommend for divestment | 1 | 4 | 4 | 4 | X | Technology |
| JAGTX | Janus Henderson Glb Tech and Innovt T | Owns companies we recommend for divestment | 1 | 4 | 4 | 4 | X | Technology |
| JGLTX | Janus Henderson VIT Glb Tech&Innvt Instl | Owns companies we recommend for divestment | 1 | 4 | 4 | 4 | X | Technology |
| Janus Henderson VIT Glb Tech&Innvt Svc | Owns companies we recommend for divestment | 1 | 4 | 4 | 4 | X | Technology |
| JNL/ClearBridge Large Cap Growth A | Owns companies we recommend for divestment | 1 | 4 | 6 | 7 | X | Large Growth |
| JNL/ClearBridge Large Cap Growth I | Owns companies we recommend for divestment | 1 | 4 | 6 | 7 | X | Large Growth |
| JNL/Newton Equity Income A | Owns companies we recommend for divestment | 1 | 4 | 4 | 4 | X | Large Value |
| JNL/Newton Equity Income I | Owns companies we recommend for divestment | 1 | 4 | 4 | 4 | X | Large Value |
| VHIAX | JPMorgan Growth Advantage A | Owns companies we recommend for divestment | 1 | 4 | 4 | 5 | X | Large Growth |
| JGACX | JPMorgan Growth Advantage C | Owns companies we recommend for divestment | 1 | 4 | 4 | 5 | X | Large Growth |
| JGASX | JPMorgan Growth Advantage I | Owns companies we recommend for divestment | 1 | 4 | 4 | 5 | X | Large Growth |
| JGRJX | JPMorgan Growth Advantage R2 | Owns companies we recommend for divestment | 1 | 4 | 4 | 5 | X | Large Growth |
| JGTTX | JPMorgan Growth Advantage R3 | Owns companies we recommend for divestment | 1 | 4 | 4 | 5 | X | Large Growth |
| JGTUX | JPMorgan Growth Advantage R4 | Owns companies we recommend for divestment | 1 | 4 | 4 | 5 | X | Large Growth |
| JGVRX | JPMorgan Growth Advantage R5 | Owns companies we recommend for divestment | 1 | 4 | 4 | 5 | X | Large Growth |
| JGVVX | JPMorgan Growth Advantage R6 | Owns companies we recommend for divestment | 1 | 4 | 4 | 5 | X | Large Growth |
| LST | Leuthold Select Industries ETF | Owns companies we recommend for divestment | 1 | 4 | 6 | 4 | X | Mid-Cap Blend |
| LGRO | Level Four Large Cap Growth Active ETF | Owns companies we recommend for divestment | 1 | 4 | 6 | 5 | X | Large Growth |
| LAMAX | Lord Abbett Dividend Growth A | Owns companies we recommend for divestment | 1 | 4 | 2 | 3 | X | Large Blend |
| LAMCX | Lord Abbett Dividend Growth C | Owns companies we recommend for divestment | 1 | 4 | 2 | 3 | X | Large Blend |
| LAMFX | Lord Abbett Dividend Growth F | Owns companies we recommend for divestment | 1 | 4 | 2 | 3 | X | Large Blend |
| LRMAX | Lord Abbett Dividend Growth F3 | Owns companies we recommend for divestment | 1 | 4 | 2 | 3 | X | Large Blend |
| LAMYX | Lord Abbett Dividend Growth I | Owns companies we recommend for divestment | 1 | 4 | 2 | 3 | X | Large Blend |
| LAMPX | Lord Abbett Dividend Growth P | Owns companies we recommend for divestment | 1 | 4 | 2 | 3 | X | Large Blend |
| LAMQX | Lord Abbett Dividend Growth R2 | Owns companies we recommend for divestment | 1 | 4 | 2 | 3 | X | Large Blend |
| LAMRX | Lord Abbett Dividend Growth R3 | Owns companies we recommend for divestment | 1 | 4 | 2 | 3 | X | Large Blend |
| LAMSX | Lord Abbett Dividend Growth R4 | Owns companies we recommend for divestment | 1 | 4 | 2 | 3 | X | Large Blend |
| LAMTX | Lord Abbett Dividend Growth R5 | Owns companies we recommend for divestment | 1 | 4 | 2 | 3 | X | Large Blend |
| LAMHX | Lord Abbett Dividend Growth R6 | Owns companies we recommend for divestment | 1 | 4 | 2 | 3 | X | Large Blend |
| LRGG | Macquarie Focused Large Growth ETF | Owns companies we recommend for divestment | 1 | 4 | 3 | 4 | X | Large Growth |
| MFSG | MFS Active Growth ETF | Owns companies we recommend for divestment | 1 | 4 | 4 | 6 | X | Large Growth |
| UIVVX | MFS Intrinsic Value A | Owns companies we recommend for divestment | 1 | 4 | 2 | 7 | X | Large Growth |
| UIVCX | MFS Intrinsic Value C | Owns companies we recommend for divestment | 1 | 4 | 2 | 7 | X | Large Growth |
| UIVIX | MFS Intrinsic Value I | Owns companies we recommend for divestment | 1 | 4 | 2 | 7 | X | Large Growth |
| UIVMX | MFS Intrinsic Value R1 | Owns companies we recommend for divestment | 1 | 4 | 2 | 7 | X | Large Growth |
| UIVNX | MFS Intrinsic Value R2 | Owns companies we recommend for divestment | 1 | 4 | 2 | 7 | X | Large Growth |
| UIVPX | MFS Intrinsic Value R3 | Owns companies we recommend for divestment | 1 | 4 | 2 | 7 | X | Large Growth |
| UIVQX | MFS Intrinsic Value R4 | Owns companies we recommend for divestment | 1 | 4 | 2 | 7 | X | Large Growth |
| UIVRX | MFS Intrinsic Value R6 | Owns companies we recommend for divestment | 1 | 4 | 2 | 7 | X | Large Growth |
| MITTX | MFS Massachusetts Investors Tr A | Owns companies we recommend for divestment | 1 | 4 | 5 | 4 | X | Large Blend |
| MITBX | MFS Massachusetts Investors Tr B | Owns companies we recommend for divestment | 1 | 4 | 5 | 4 | X | Large Blend |
| MITCX | MFS Massachusetts Investors Tr C | Owns companies we recommend for divestment | 1 | 4 | 5 | 4 | X | Large Blend |
| MITIX | MFS Massachusetts Investors Tr I | Owns companies we recommend for divestment | 1 | 4 | 5 | 4 | X | Large Blend |
| MITGX | MFS Massachusetts Investors Tr R1 | Owns companies we recommend for divestment | 1 | 4 | 5 | 4 | X | Large Blend |
| MIRTX | MFS Massachusetts Investors Tr R2 | Owns companies we recommend for divestment | 1 | 4 | 5 | 4 | X | Large Blend |
| MITHX | MFS Massachusetts Investors Tr R3 | Owns companies we recommend for divestment | 1 | 4 | 5 | 4 | X | Large Blend |
| MITDX | MFS Massachusetts Investors Tr R4 | Owns companies we recommend for divestment | 1 | 4 | 5 | 4 | X | Large Blend |
| MITJX | MFS Massachusetts Investors Tr R6 | Owns companies we recommend for divestment | 1 | 4 | 5 | 4 | X | Large Blend |
| MBCC | Monarch Blue Chips Core ETF | Owns companies we recommend for divestment | 1 | 4 | 4 | 4 | X | Large Growth |
| TMFG | Motley Fool Global Opportunities ETF | Owns companies we recommend for divestment | 1 | 4 | 2 | 4 | X | Global Large-Stock Growth |
| NWALX | Nationwide BNY Mellon Dyn US Eq Inc A | Owns companies we recommend for divestment | 1 | 4 | 4 | 4 | X | Large Value |
| NWAPX | Nationwide BNY Mellon Dyn US Eq Inc Egl | Owns companies we recommend for divestment | 1 | 4 | 4 | 4 | X | Large Value |
| NWAOX | Nationwide BNY Mellon Dyn US Eq Inc I.S | Owns companies we recommend for divestment | 1 | 4 | 4 | 4 | X | Large Value |
| NWAMX | Nationwide BNY Mellon Dyn US Eq Inc K | Owns companies we recommend for divestment | 1 | 4 | 4 | 4 | X | Large Value |
| NWANX | Nationwide BNY Mellon Dyn US Eq Inc R6 | Owns companies we recommend for divestment | 1 | 4 | 4 | 4 | X | Large Value |
| NEFOX | Natixis Oakmark A | 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 |
| NOANX | Natixis Oakmark N | Owns companies we recommend for divestment | 1 | 4 | 3 | 4 | X | Large Value |
| NEOYX | Natixis Oakmark Y | Owns companies we recommend for divestment | 1 | 4 | 3 | 4 | X | Large Value |
| NUGO | Nuveen Growth Opportunities ETF | Owns companies we recommend for divestment | 1 | 4 | 5 | 3 | X | Large Growth |
| TIRTX | Nuveen Large Cap Growth A | Owns companies we recommend for divestment | 1 | 4 | 6 | 4 | X | Large Growth |
| TILHX | Nuveen Large Cap Growth I | Owns companies we recommend for divestment | 1 | 4 | 6 | 4 | X | Large Growth |
| TILPX | Nuveen Large Cap Growth Premier | Owns companies we recommend for divestment | 1 | 4 | 6 | 4 | X | Large Growth |
| TILRX | Nuveen Large Cap Growth R | Owns companies we recommend for divestment | 1 | 4 | 6 | 4 | X | Large Growth |
| TILGX | Nuveen Large Cap Growth R6 | Owns companies we recommend for divestment | 1 | 4 | 6 | 4 | X | Large Growth |
| TILWX | Nuveen Large Cap Growth W | Owns companies we recommend for divestment | 1 | 4 | 6 | 4 | X | Large Growth |
| NWCAX | Nuveen Winslow Large-Cap Growth ESG A | Owns companies we recommend for divestment | 1 | 4 | 6 | 5 | V | Large Growth |
| NWCCX | Nuveen Winslow Large-Cap Growth ESG C | Owns companies we recommend for divestment | 1 | 4 | 6 | 5 | V | Large Growth |
| NWLG | Nuveen Winslow Large-Cap Growth ESG ETF | Owns companies we recommend for divestment | 1 | 4 | 6 | 5 | V | Large Growth |
| NVLIX | Nuveen Winslow Large-Cap Growth ESG I | Owns companies we recommend for divestment | 1 | 4 | 6 | 5 | V | Large Growth |
| NWCFX | Nuveen Winslow Large-Cap Growth ESG R6 | Owns companies we recommend for divestment | 1 | 4 | 6 | 5 | V | Large Growth |
| MLAAX | NYLI Winslow Large Cap Growth Class A | Owns companies we recommend for divestment | 1 | 4 | 6 | 5 | X | Large Growth |
| MLACX | NYLI Winslow Large Cap Growth Class C | Owns companies we recommend for divestment | 1 | 4 | 6 | 5 | X | Large Growth |
| MLAIX | NYLI Winslow Large Cap Growth Class I | Owns companies we recommend for divestment | 1 | 4 | 6 | 5 | X | Large Growth |
| MLRRX | NYLI Winslow Large Cap Growth Class R1 | Owns companies we recommend for divestment | 1 | 4 | 6 | 5 | X | Large Growth |
| MLRTX | NYLI Winslow Large Cap Growth Class R2 | Owns companies we recommend for divestment | 1 | 4 | 6 | 5 | X | Large Growth |
| MLGRX | NYLI Winslow Large Cap Growth Class R3 | Owns companies we recommend for divestment | 1 | 4 | 6 | 5 | X | Large Growth |
| MLRSX | NYLI Winslow Large Cap Growth Class R6 | Owns companies we recommend for divestment | 1 | 4 | 6 | 5 | X | Large Growth |
| IWLG | NYLI Winslow Large Cap Growth ETF | Owns companies we recommend for divestment | 1 | 4 | 6 | 5 | X | Large Growth |
| MLINX | NYLI Winslow Large Cap Growth Inv Class | Owns companies we recommend for divestment | 1 | 4 | 6 | 5 | X | Large Growth |
| MLRMX | NYLI Winslow Large Cap Growth SIMPLE Cl | Owns companies we recommend for divestment | 1 | 4 | 6 | 5 | X | Large Growth |
| OAYMX | Oakmark Advisor | Owns companies we recommend for divestment | 1 | 4 | 3 | 4 | X | Large Value |
| OANMX | Oakmark Institutional | 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 |
| OAZMX | Oakmark R6 | Owns companies we recommend for divestment | 1 | 4 | 3 | 4 | X | Large Value |
| PFPWX | Parnassus Value Equity Institutional | Owns companies we recommend for divestment | 1 | 4 | 3 | 3 | V | Large Value |
| PARWX | Parnassus Value Equity Investor | Owns companies we recommend for divestment | 1 | 4 | 3 | 3 | V | Large Value |
| PRVS | Parnassus Value Select ETF | Owns companies we recommend for divestment | 1 | 4 | 3 | 3 | X | Large Value |
| PJFG | PGIM Jennison Focused Growth ETF | Owns companies we recommend for divestment | 1 | 4 | 5 | 3 | X | Large Growth |
| PINDX | Pioneer Disciplined Growth A | Owns companies we recommend for divestment | 1 | 4 | 4 | 4 | X | Large Growth |
| INDCX | Pioneer Disciplined Growth C | Owns companies we recommend for divestment | 1 | 4 | 4 | 4 | X | Large Growth |
| INKDX | Pioneer Disciplined Growth K | Owns companies we recommend for divestment | 1 | 4 | 4 | 4 | X | Large Growth |
| INYDX | Pioneer Disciplined Growth Y | Owns companies we recommend for divestment | 1 | 4 | 4 | 4 | X | Large Growth |
| PIGFX | Pioneer Fundamental Growth A | Owns companies we recommend for divestment | 1 | 4 | 4 | 6 | X | Large Growth |
| FUNCX | Pioneer Fundamental Growth C | Owns companies we recommend for divestment | 1 | 4 | 4 | 6 | X | Large Growth |
| PFGKX | Pioneer Fundamental Growth K | Owns companies we recommend for divestment | 1 | 4 | 4 | 6 | X | Large Growth |
| PFGRX | Pioneer Fundamental Growth R | Owns companies we recommend for divestment | 1 | 4 | 4 | 6 | X | Large Growth |
| FUNYX | Pioneer Fundamental Growth Y | Owns companies we recommend for divestment | 1 | 4 | 4 | 6 | X | Large Growth |
| TMDV | ProShares Russell US Dividend Grwr ETF | Owns companies we recommend for divestment | 1 | 4 | 1 | 0 | X | Mid-Cap Value |
| POGAX | Putnam Large Cap Growth A | Owns companies we recommend for divestment | 1 | 4 | 5 | 5 | X | Large Growth |
| POGCX | Putnam Large Cap Growth C | Owns companies we recommend for divestment | 1 | 4 | 5 | 5 | X | Large Growth |
| PGORX | Putnam Large Cap Growth R | Owns companies we recommend for divestment | 1 | 4 | 5 | 5 | X | Large Growth |
| PGODX | Putnam Large Cap Growth R5 | Owns companies we recommend for divestment | 1 | 4 | 5 | 5 | X | Large Growth |
| PGOEX | Putnam Large Cap Growth R6 | Owns companies we recommend for divestment | 1 | 4 | 5 | 5 | X | Large Growth |
| PGOYX | Putnam Large Cap Growth Y | Owns companies we recommend for divestment | 1 | 4 | 5 | 5 | X | Large Growth |
| ROGSX | Red Oak Technology Select | Owns companies we recommend for divestment | 1 | 4 | 6 | 6 | X | Technology |
| RYPDX | Rydex Consumer Products A | Owns companies we recommend for divestment | 1 | 4 | 1 | 0 | X | Consumer Defensive |
| RYCPX | Rydex Consumer Products C | Owns companies we recommend for divestment | 1 | 4 | 1 | 0 | X | Consumer Defensive |
| RYCAX | Rydex Consumer Products H | Owns companies we recommend for divestment | 1 | 4 | 1 | 0 | X | Consumer Defensive |
| RYCIX | Rydex Consumer Products Inv | Owns companies we recommend for divestment | 1 | 4 | 1 | 0 | X | Consumer Defensive |
| SCMGX | Sands Capital Global Growth Inst | Owns companies we recommend for divestment | 1 | 4 | 4 | 4 | X | Global Large-Stock Growth |
| SCGVX | Sands Capital Global Growth Inv | Owns companies we recommend for divestment | 1 | 4 | 4 | 4 | X | Global Large-Stock Growth |
| SMLV | SPDR® SSGA US Small Cap Low Volatil ETF | Owns companies we recommend for divestment | 1 | 4 | 4 | 2 | X | Small Value |
| PRISX | T. Rowe Price Financial Services | Owns companies we recommend for divestment | 1 | 4 | 1 | 2 | X | Financial |
| TFIFX | T. Rowe Price Financial Services I | Owns companies we recommend for divestment | 1 | 4 | 1 | 2 | X | Financial |
| TARKX | Tarkio | Owns companies we recommend for divestment | 1 | 4 | 3 | 1 | X | Mid-Cap Blend |
| AIFD | TCW Artificial Intelligence ETF | Owns companies we recommend for divestment | 1 | 4 | 5 | 5 | X | Technology |
| TGCEX | TCW Concentrated Large Cap Growth I Cl | Owns companies we recommend for divestment | 1 | 4 | 4 | 3 | X | Large Growth |
| TGCNX | TCW Concentrated Large Cap Growth N Cl | Owns companies we recommend for divestment | 1 | 4 | 4 | 3 | X | Large Growth |
| TPSC | Timothy Plan US Small Cap Core ETF | Owns companies we recommend for divestment | 1 | 4 | 3 | 5 | X | Small Blend |
| TDFAX | Transamerica Sustainable Equity Inc A | Owns companies we recommend for divestment | 1 | 4 | 1 | 4 | V | Large Value |
| TDFCX | Transamerica Sustainable Equity Inc C | Owns companies we recommend for divestment | 1 | 4 | 1 | 4 | V | Large Value |
| TDFIX | Transamerica Sustainable Equity Inc I | Owns companies we recommend for divestment | 1 | 4 | 1 | 4 | V | Large Value |
| TRDIX | Transamerica Sustainable Equity Inc I2 | Owns companies we recommend for divestment | 1 | 4 | 1 | 4 | V | Large Value |
| TADFX | Transamerica Sustainable Equity Inc R6 | Owns companies we recommend for divestment | 1 | 4 | 1 | 4 | V | Large Value |
| VCAAX | VALIC Company I Asset Allocation | Owns companies we recommend for divestment | 1 | 4 | 5 | 4 | X | Moderate Allocation |
| MGRO | VanEck Morningstar Wide Moat Growth ETF | Owns companies we recommend for divestment | 1 | 4 | 3 | 7 | X | Large Growth |
| VWENX | Vanguard Wellington™ Admiral™ | Owns companies we recommend for divestment | 1 | 4 | 5 | 4 | X | Moderate Allocation |
| VWELX | Vanguard Wellington™ Inv | Owns companies we recommend for divestment | 1 | 4 | 5 | 4 | X | Moderate Allocation |
| USAUX | Victory Aggressive Growth | Owns companies we recommend for divestment | 1 | 4 | 5 | 4 | X | Large Growth |
| UIAGX | Victory Aggressive Growth Institutional | Owns companies we recommend for divestment | 1 | 4 | 5 | 4 | X | Large Growth |
| CSF | VictoryShares US Discv Enh Vol Wtd ETF | Owns companies we recommend for divestment | 1 | 4 | 4 | 5 | X | Small Blend |
| CSA | VictoryShares US Small Cap Vol Wtd ETF | Owns companies we recommend for divestment | 1 | 4 | 4 | 5 | X | Small Blend |
| RAGTX | Virtus Zevenbergen Technology A | Owns companies we recommend for divestment | 1 | 4 | 4 | 5 | X | Technology |
| RCGTX | Virtus Zevenbergen Technology C | Owns companies we recommend for divestment | 1 | 4 | 4 | 5 | X | Technology |
| DRGTX | Virtus Zevenbergen Technology Inst | Owns companies we recommend for divestment | 1 | 4 | 4 | 5 | X | Technology |
| BGFIX | William Blair Growth I | Owns companies we recommend for divestment | 1 | 4 | 3 | 6 | X | Large Growth |
| WBGSX | William Blair Growth N | Owns companies we recommend for divestment | 1 | 4 | 3 | 6 | X | Large Growth |
| BGFRX | William Blair Growth R6 | Owns companies we recommend for divestment | 1 | 4 | 3 | 6 | X | Large Growth |
| CABDX | AB Relative Value A | Owns companies we recommend for divestment | 2 | 4 | 2 | 2 | X | Large Value |
| CBBYX | AB Relative Value Advisor | Owns companies we recommend for divestment | 2 | 4 | 2 | 2 | X | Large Value |
| CBBCX | AB Relative Value C | Owns companies we recommend for divestment | 2 | 4 | 2 | 2 | X | Large Value |
| CBBIX | AB Relative Value I | Owns companies we recommend for divestment | 2 | 4 | 2 | 2 | X | Large Value |
| CBBZX | AB Relative Value Z | Owns companies we recommend for divestment | 2 | 4 | 2 | 2 | X | Large Value |
| SGRAX | Allspring Growth A | Owns companies we recommend for divestment | 2 | 4 | 7 | 5 | X | Large Growth |
| SGRKX | Allspring Growth Admin | Owns companies we recommend for divestment | 2 | 4 | 7 | 5 | X | Large Growth |
| WGFCX | Allspring Growth C | Owns companies we recommend for divestment | 2 | 4 | 7 | 5 | X | Large Growth |
| SGRNX | Allspring Growth Inst | Owns companies we recommend for divestment | 2 | 4 | 7 | 5 | X | Large Growth |
| SGRHX | Allspring Growth R6 | Owns companies we recommend for divestment | 2 | 4 | 7 | 5 | X | Large Growth |
| STAFX | Allspring Large Cap Growth A | Owns companies we recommend for divestment | 2 | 4 | 6 | 5 | X | Large Growth |
| STDFX | Allspring Large Cap Growth Admin | Owns companies we recommend for divestment | 2 | 4 | 6 | 5 | X | Large Growth |
| STOFX | Allspring Large Cap Growth C | Owns companies we recommend for divestment | 2 | 4 | 6 | 5 | X | Large Growth |
| STNFX | Allspring Large Cap Growth Inst | Owns companies we recommend for divestment | 2 | 4 | 6 | 5 | X | Large Growth |
| STFFX | Allspring Large Cap Growth R6 | Owns companies we recommend for divestment | 2 | 4 | 6 | 5 | X | Large Growth |
| EKJAX | Allspring Premier Large Co Gr A | Owns companies we recommend for divestment | 2 | 4 | 6 | 5 | X | Large Growth |
| WFPDX | Allspring Premier Large Co Gr Adm | Owns companies we recommend for divestment | 2 | 4 | 6 | 5 | X | Large Growth |
| EKJCX | Allspring Premier Large Co Gr C | Owns companies we recommend for divestment | 2 | 4 | 6 | 5 | X | Large Growth |
| EKJYX | Allspring Premier Large Co Gr Inst | Owns companies we recommend for divestment | 2 | 4 | 6 | 5 | X | Large Growth |
| EKJFX | Allspring Premier Large Co Gr R6 | Owns companies we recommend for divestment | 2 | 4 | 6 | 5 | X | Large Growth |
| APDNX | Artisan Select Equity Advisor | 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 |
| ARTNX | Artisan Select Equity Investor | Owns companies we recommend for divestment | 2 | 4 | 4 | 2 | X | Large Value |
| BVOIX | Barrow Hanley US Value Opportunities I | Owns companies we recommend for divestment | 2 | 4 | 2 | 3 | X | Large Value |
| BFOCX | Berkshire Focus | Owns companies we recommend for divestment | 2 | 4 | 6 | 5 | X | Technology |
| BFSIX | BFS Equity Institutional | Owns companies we recommend for divestment | 2 | 4 | 5 | 6 | X | Large Blend |
| BDSIX | BlackRock Advantage Small Cap Core Instl | Owns companies we recommend for divestment | 2 | 4 | 5 | 7 | X | Small Blend |
| BDSAX | BlackRock Advantage Small Cap Core Inv A | Owns companies we recommend for divestment | 2 | 4 | 5 | 7 | X | Small Blend |
| BDSCX | BlackRock Advantage Small Cap Core Inv C | Owns companies we recommend for divestment | 2 | 4 | 5 | 7 | X | Small Blend |
| BDSKX | BlackRock Advantage Small Cap Core K | Owns companies we recommend for divestment | 2 | 4 | 5 | 7 | X | Small Blend |
| MABAX | BlackRock Large Cap Focus Value Instl | Owns companies we recommend for divestment | 2 | 4 | 6 | 3 | X | Large Value |
| MDBAX | BlackRock Large Cap Focus Value Inv A | Owns companies we recommend for divestment | 2 | 4 | 6 | 3 | X | Large Value |
| MCBAX | BlackRock Large Cap Focus Value Inv C | Owns companies we recommend for divestment | 2 | 4 | 6 | 3 | X | Large Value |
| MBVKX | BlackRock Large Cap Focus Value K | Owns companies we recommend for divestment | 2 | 4 | 6 | 3 | X | Large Value |
| MRBVX | BlackRock Large Cap Focus Value R | 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 | 4 | 5 | X | Large Value |
| DCGVX | BNY Mellon Dynamic Value Fund C | Owns companies we recommend for divestment | 2 | 4 | 4 | 5 | X | Large Value |
| DRGVX | BNY Mellon Dynamic Value Fund I | Owns companies we recommend for divestment | 2 | 4 | 4 | 5 | X | Large Value |
| DRGYX | BNY Mellon Dynamic Value Fund Y | Owns companies we recommend for divestment | 2 | 4 | 4 | 5 | X | Large Value |
| DTMGX | BNY Mellon Tax Managed Growth A | Owns companies we recommend for divestment | 2 | 4 | 5 | 3 | X | Large Growth |
| DPTAX | BNY Mellon Tax Managed Growth C | Owns companies we recommend for divestment | 2 | 4 | 5 | 3 | X | Large Growth |
| DPTRX | BNY Mellon Tax Managed Growth I | Owns companies we recommend for divestment | 2 | 4 | 5 | 3 | X | Large Growth |
| PGROX | BNY Mellon Worldwide Growth A | Owns companies we recommend for divestment | 2 | 4 | 4 | 3 | X | Global Large-Stock Growth |
| PGRCX | BNY Mellon Worldwide Growth C | Owns companies we recommend for divestment | 2 | 4 | 4 | 3 | X | Global Large-Stock Growth |
| DPWRX | BNY Mellon Worldwide Growth I | Owns companies we recommend for divestment | 2 | 4 | 4 | 3 | X | Global Large-Stock Growth |
| DPRIX | BNY Mellon Worldwide Growth Y | Owns companies we recommend for divestment | 2 | 4 | 4 | 3 | X | Global Large-Stock Growth |
| BAMG | Brookstone Growth Stock ETF | Owns companies we recommend for divestment | 2 | 4 | 6 | 6 | X | Large Growth |
| COPLX | Copley Fund | Owns companies we recommend for divestment | 2 | 4 | 5 | 3 | X | Large Value |
| DHLRX | Diamond Hill Large Cap I | Owns companies we recommend for divestment | 2 | 4 | 4 | 4 | X | Large Value |
| DHLAX | Diamond Hill Large Cap Inv | Owns companies we recommend for divestment | 2 | 4 | 4 | 4 | X | Large Value |
| DHLYX | Diamond Hill Large Cap Y | Owns companies we recommend for divestment | 2 | 4 | 4 | 4 | X | Large Value |
| DODBX | Dodge & Cox Balanced I | Owns companies we recommend for divestment | 2 | 4 | 8 | 6 | X | Moderate Allocation |
| DOXBX | Dodge & Cox Balanced X | Owns companies we recommend for divestment | 2 | 4 | 8 | 6 | X | Moderate Allocation |
| DODGX | Dodge & Cox Stock I | Owns companies we recommend for divestment | 2 | 4 | 8 | 6 | X | Large Value |
| DOXGX | Dodge & Cox Stock X | Owns companies we recommend for divestment | 2 | 4 | 8 | 6 | X | Large Value |
| EHSTX | Eaton Vance Large-Cap Value A | Owns companies we recommend for divestment | 2 | 4 | 3 | 2 | X | Large Value |
| ECSTX | Eaton Vance Large-Cap Value C | Owns companies we recommend for divestment | 2 | 4 | 3 | 2 | X | Large Value |
| EILVX | Eaton Vance Large-Cap Value I | Owns companies we recommend for divestment | 2 | 4 | 3 | 2 | X | Large Value |
| ERSTX | Eaton Vance Large-Cap Value R | Owns companies we recommend for divestment | 2 | 4 | 3 | 2 | X | Large Value |
| ERLVX | Eaton Vance Large-Cap Value R6 | Owns companies we recommend for divestment | 2 | 4 | 3 | 2 | X | Large Value |
| FFIDX | Fidelity | Owns companies we recommend for divestment | 2 | 4 | 5 | 9 | X | Large Growth |
| FSEKX | Fidelity Advisor Sustainable U.S. Eq A | Owns companies we recommend for divestment | 2 | 4 | 6 | 10 | V | Large Blend |
| FSEOX | Fidelity Advisor Sustainable U.S. Eq C | Owns companies we recommend for divestment | 2 | 4 | 6 | 10 | V | Large Blend |
| FSEQX | Fidelity Advisor Sustainable U.S. Eq I | Owns companies we recommend for divestment | 2 | 4 | 6 | 10 | V | Large Blend |
| FSEPX | Fidelity Advisor Sustainable U.S. Eq M | Owns companies we recommend for divestment | 2 | 4 | 6 | 10 | V | Large Blend |
| FWOAX | Fidelity Advisor Women's Leadership A | Owns companies we recommend for divestment | 2 | 4 | 4 | 8 | V | Large Blend |
| FWOCX | Fidelity Advisor Women's Leadership C | Owns companies we recommend for divestment | 2 | 4 | 4 | 8 | V | Large Blend |
| FWMNX | Fidelity Advisor Women's Leadership I | Owns companies we recommend for divestment | 2 | 4 | 4 | 8 | V | Large Blend |
| FWOEX | Fidelity Advisor Women's Leadership M | Owns companies we recommend for divestment | 2 | 4 | 4 | 8 | V | Large Blend |
| FWOZX | Fidelity Advisor Women's Leadership Z | Owns companies we recommend for divestment | 2 | 4 | 4 | 8 | V | Large Blend |
| FDCAX | Fidelity Capital Appreciation | Owns companies we recommend for divestment | 2 | 4 | 7 | 8 | X | Large Growth |
| FCAKX | Fidelity Capital Appreciation K | Owns companies we recommend for divestment | 2 | 4 | 7 | 8 | X | Large Growth |
| FIVA | Fidelity International Value Factor ETF | Owns companies we recommend for divestment | 2 | 4 | 7 | 4 | X | Foreign Large Value |
| FFDKX | Fidelity K | Owns companies we recommend for divestment | 2 | 4 | 5 | 9 | X | Large Growth |
| FIDEX | Fidelity SAI Sustainable U.S. Equity Fd | Owns companies we recommend for divestment | 2 | 4 | 6 | 10 | V | Large Blend |
| FSEWX | Fidelity Sustainable U.S. Eq Z | Owns companies we recommend for divestment | 2 | 4 | 6 | 10 | V | Large Blend |
| FSST | Fidelity Sustainable U.S. Equity ETF | Owns companies we recommend for divestment | 2 | 4 | 5 | 9 | V | Large Blend |
| FSEBX | Fidelity Sustainable U.S. Equity Fund | Owns companies we recommend for divestment | 2 | 4 | 6 | 10 | V | Large Blend |
| FLRG | Fidelity U.S. Multifactor ETF | Owns companies we recommend for divestment | 2 | 4 | 8 | 6 | X | Large Blend |
| FWOMX | Fidelity Women's Leadership | Owns companies we recommend for divestment | 2 | 4 | 4 | 8 | V | Large Blend |
| FXO | First Trust Financials AlphaDEX® ETF | Owns companies we recommend for divestment | 2 | 4 | 0 | 3 | X | Financial |
| MMLG | First Trust Multi-Manager Large Gr ETF | Owns companies we recommend for divestment | 2 | 4 | 4 | 6 | X | Large Growth |
| SDVY | First Trust SMID Cp Rising Div Achv ETF | Owns companies we recommend for divestment | 2 | 4 | 1 | 3 | X | Small Value |
| QRVLX | FPA Queens Road Value | Owns companies we recommend for divestment | 2 | 4 | 3 | 2 | X | Large Value |
| FKDNX | Franklin DynaTech A | Owns companies we recommend for divestment | 2 | 4 | 5 | 7 | X | Large Growth |
| FDYZX | Franklin DynaTech Adv | Owns companies we recommend for divestment | 2 | 4 | 5 | 7 | X | Large Growth |
| FDYNX | Franklin DynaTech C | Owns companies we recommend for divestment | 2 | 4 | 5 | 7 | X | Large Growth |
| FDNRX | Franklin DynaTech R | Owns companies we recommend for divestment | 2 | 4 | 5 | 7 | X | Large Growth |
| FDTRX | Franklin DynaTech R6 | Owns companies we recommend for divestment | 2 | 4 | 5 | 7 | X | Large Growth |
| GTCEX | Glenmede Strategic Equity | Owns companies we recommend for divestment | 2 | 4 | 6 | 5 | X | Large Blend |
| GTTMX | Glenmede Total Market Plus Eq Ptf | Owns companies we recommend for divestment | 2 | 4 | 6 | 5 | X | Mid-Cap Value |
| GWILX | Glenmede Women in Leadership US Eq | Owns companies we recommend for divestment | 2 | 4 | 7 | 1 | V | Large Value |
| HADAX | Hartford Balanced HLS IA | Owns companies we recommend for divestment | 2 | 4 | 5 | 5 | X | Moderate Allocation |
| HAIBX | Hartford Balanced HLS IB | Owns companies we recommend for divestment | 2 | 4 | 5 | 5 | X | Moderate Allocation |
| 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 |
| 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 |
| HWLZX | Hotchkis & Wiley Large Cap Fdml Value Z | Owns companies we recommend for divestment | 2 | 4 | 4 | 4 | X | Large Value |
| APAYX | Integrity Dividend Summit A | Owns companies we recommend for divestment | 2 | 4 | 1 | 3 | X | Large Value |
| CPAYX | Integrity Dividend Summit C | Owns companies we recommend for divestment | 2 | 4 | 1 | 3 | X | Large Value |
| IPAYX | Integrity Dividend Summit I | Owns companies we recommend for divestment | 2 | 4 | 1 | 3 | X | Large Value |
| OPPAX | Invesco Global A | Owns companies we recommend for divestment | 2 | 4 | 4 | 6 | X | Global Large-Stock Growth |
| OGLCX | Invesco Global C | Owns companies we recommend for divestment | 2 | 4 | 4 | 6 | X | Global Large-Stock Growth |
| OGLNX | Invesco Global R | Owns companies we recommend for divestment | 2 | 4 | 4 | 6 | X | Global Large-Stock Growth |
| GFDDX | Invesco Global R5 | Owns companies we recommend for divestment | 2 | 4 | 4 | 6 | X | Global Large-Stock Growth |
| OGLIX | Invesco Global R6 | Owns companies we recommend for divestment | 2 | 4 | 4 | 6 | X | Global Large-Stock Growth |
| OGLYX | Invesco Global Y | Owns companies we recommend for divestment | 2 | 4 | 4 | 6 | X | Global Large-Stock Growth |
| OMSOX | Invesco Main Street All Cap A | Owns companies we recommend for divestment | 2 | 4 | 5 | 5 | X | Large Blend |
| OMSCX | Invesco Main Street All Cap C | Owns companies we recommend for divestment | 2 | 4 | 5 | 5 | X | Large Blend |
| OMSNX | Invesco Main Street All Cap R | Owns companies we recommend for divestment | 2 | 4 | 5 | 5 | X | Large Blend |
| MSAZX | Invesco Main Street All Cap R5 | Owns companies we recommend for divestment | 2 | 4 | 5 | 5 | X | Large Blend |
| IOAPX | Invesco Main Street All Cap R6 | Owns companies we recommend for divestment | 2 | 4 | 5 | 5 | X | Large Blend |
| OMSYX | Invesco Main Street All Cap Y | Owns companies we recommend for divestment | 2 | 4 | 5 | 5 | X | Large Blend |
| IXG | iShares Global Financials ETF | Owns companies we recommend for divestment | 2 | 4 | 1 | 3 | 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 |
| JMCVX | Janus Henderson Mid Cap Value T | Owns companies we recommend for divestment | 2 | 4 | 1 | 2 | X | Mid-Cap Value |
| 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 |
| JHDV | JHancock U.S. High Dividend ETF | Owns companies we recommend for divestment | 2 | 4 | 6 | 4 | X | Large Value |
| JNL/Invesco Global Growth A | Owns companies we recommend for divestment | 2 | 4 | 4 | 6 | X | Global Large-Stock Growth |
| JNL/Invesco Global Growth I | Owns companies we recommend for divestment | 2 | 4 | 4 | 6 | X | Global Large-Stock Growth |
| JNL/T. Rowe Price Growth Stock A | Owns companies we recommend for divestment | 2 | 4 | 6 | 7 | X | Large Growth |
| JNL/T. Rowe Price Growth Stock I | Owns companies we recommend for divestment | 2 | 4 | 6 | 7 | X | Large Growth |
| JGLO | JPMorgan Global Select Equity ETF | Owns companies we recommend for divestment | 2 | 4 | 5 | 5 | X | Global Large-Stock Blend |
| GESIX | Lazard Global Equity Select Port Instl | Owns companies we recommend for divestment | 2 | 4 | 3 | 9 | X | Global Large-Stock Growth |
| GESOX | Lazard Global Equity Select Port Open | Owns companies we recommend for divestment | 2 | 4 | 3 | 9 | X | Global Large-Stock Growth |
| LFGAX | Lord Abbett Focused Growth A | Owns companies we recommend for divestment | 2 | 4 | 4 | 5 | X | Large Growth |
| LFGCX | Lord Abbett Focused Growth C | Owns companies we recommend for divestment | 2 | 4 | 4 | 5 | X | Large Growth |
| LFGFX | Lord Abbett Focused Growth F | Owns companies we recommend for divestment | 2 | 4 | 4 | 5 | X | Large Growth |
| LFGOX | Lord Abbett Focused Growth F3 | Owns companies we recommend for divestment | 2 | 4 | 4 | 5 | X | Large Growth |
| LFGIX | Lord Abbett Focused Growth I | Owns companies we recommend for divestment | 2 | 4 | 4 | 5 | X | Large Growth |
| LFGQX | Lord Abbett Focused Growth R3 | Owns companies we recommend for divestment | 2 | 4 | 4 | 5 | X | Large Growth |
| LFGSX | Lord Abbett Focused Growth R4 | Owns companies we recommend for divestment | 2 | 4 | 4 | 5 | X | Large Growth |
| LFGTX | Lord Abbett Focused Growth R5 | Owns companies we recommend for divestment | 2 | 4 | 4 | 5 | X | Large Growth |
| LFGVX | Lord Abbett Focused Growth R6 | Owns companies we recommend for divestment | 2 | 4 | 4 | 5 | X | Large Growth |
| WCEAX | Macquarie Core Equity Fund Class A | Owns companies we recommend for divestment | 2 | 4 | 4 | 7 | X | Large Blend |
| WTRCX | Macquarie Core Equity Fund Class C | Owns companies we recommend for divestment | 2 | 4 | 4 | 7 | X | Large Blend |
| ICIEX | Macquarie Core Equity Fund Class I | Owns companies we recommend for divestment | 2 | 4 | 4 | 7 | X | Large Blend |
| IYCEX | Macquarie Core Equity Fund Class R | Owns companies we recommend for divestment | 2 | 4 | 4 | 7 | X | Large Blend |
| ICEQX | Macquarie Core Equity Fund Class R6 | Owns companies we recommend for divestment | 2 | 4 | 4 | 7 | X | Large Blend |
| WCEYX | Macquarie Core Equity Fund Class Y | Owns companies we recommend for divestment | 2 | 4 | 4 | 7 | X | Large Blend |
| MNRMX | Manor | Owns companies we recommend for divestment | 2 | 4 | 4 | 3 | X | Large Value |
| MFOCX | Marsico Focus | Owns companies we recommend for divestment | 2 | 4 | 5 | 3 | X | Large Growth |
| MIFOX | Marsico Focus Institutional | Owns companies we recommend for divestment | 2 | 4 | 5 | 3 | X | Large Growth |
| MGRIX | Marsico Growth | Owns companies we recommend for divestment | 2 | 4 | 5 | 4 | X | Large Growth |
| MIGWX | Marsico Growth Institutional | Owns companies we recommend for divestment | 2 | 4 | 5 | 4 | X | Large Growth |
| MGFAX | MassMutual Global A | Owns companies we recommend for divestment | 2 | 4 | 4 | 6 | X | Global Large-Stock Growth |
| MGFLX | MassMutual Global Adm | Owns companies we recommend for divestment | 2 | 4 | 4 | 6 | X | Global Large-Stock Growth |
| MGFZX | MassMutual Global I | Owns companies we recommend for divestment | 2 | 4 | 4 | 6 | X | Global Large-Stock Growth |
| MGFNX | MassMutual Global R3 | Owns companies we recommend for divestment | 2 | 4 | 4 | 6 | X | Global Large-Stock Growth |
| MGFRX | MassMutual Global R4 | Owns companies we recommend for divestment | 2 | 4 | 4 | 6 | X | Global Large-Stock Growth |
| MGFSX | MassMutual Global R5 | Owns companies we recommend for divestment | 2 | 4 | 4 | 6 | X | Global Large-Stock Growth |
| MGFYX | MassMutual Global Svc | Owns companies we recommend for divestment | 2 | 4 | 4 | 6 | X | Global Large-Stock Growth |
| MAVF | Matrix Advisors Value ETF | Owns companies we recommend for divestment | 2 | 4 | 7 | 6 | X | Large Value |
| NQVAX | Nuveen Multi Cap Value A | Owns companies we recommend for divestment | 2 | 4 | 6 | 5 | X | Mid-Cap Value |
| NQVCX | Nuveen Multi Cap Value C | Owns companies we recommend for divestment | 2 | 4 | 6 | 5 | X | Mid-Cap Value |
| NQVRX | Nuveen Multi Cap Value I | Owns companies we recommend for divestment | 2 | 4 | 6 | 5 | X | Mid-Cap Value |
| PIODX | Pioneer A | Owns companies we recommend for divestment | 2 | 4 | 6 | 6 | V | Large Blend |
| PCODX | Pioneer C | Owns companies we recommend for divestment | 2 | 4 | 6 | 6 | V | Large Blend |
| PEQIX | Pioneer Equity Income A | Owns companies we recommend for divestment | 2 | 4 | 5 | 2 | X | Large Value |
| PCEQX | Pioneer Equity Income C | Owns companies we recommend for divestment | 2 | 4 | 5 | 2 | X | Large Value |
| PEQKX | Pioneer Equity Income K | Owns companies we recommend for divestment | 2 | 4 | 5 | 2 | X | Large Value |
| PQIRX | Pioneer Equity Income R | Owns companies we recommend for divestment | 2 | 4 | 5 | 2 | X | Large Value |
| PYEQX | Pioneer Equity Income Y | Owns companies we recommend for divestment | 2 | 4 | 5 | 2 | X | Large Value |
| PISVX | Pioneer Intrinsic Value A | Owns companies we recommend for divestment | 2 | 4 | 7 | 2 | X | Large Value |
| PVCCX | Pioneer Intrinsic Value C | Owns companies we recommend for divestment | 2 | 4 | 7 | 2 | X | Large Value |
| PISYX | Pioneer Intrinsic Value Y | Owns companies we recommend for divestment | 2 | 4 | 7 | 2 | X | Large Value |
| PIOKX | Pioneer K | Owns companies we recommend for divestment | 2 | 4 | 6 | 6 | V | Large Blend |
| PIORX | Pioneer R | Owns companies we recommend for divestment | 2 | 4 | 6 | 6 | V | Large Blend |
| PYODX | Pioneer Y | Owns companies we recommend for divestment | 2 | 4 | 6 | 6 | V | Large Blend |
| PSQGX | Port Street Quality Growth Institutional | Owns companies we recommend for divestment | 2 | 4 | 4 | 5 | X | Moderate Allocation |
| CHAT | Roundhill Generative AI & Technology ETF | Owns companies we recommend for divestment | 2 | 4 | 5 | 5 | X | Technology |
| SQLV | Royce Quant Small-Cap Quality Value ETF | Owns companies we recommend for divestment | 2 | 4 | 2 | 2 | X | Small Value |
| SGIDX | Steward Global Equity Income Fund A | Owns companies we recommend for divestment | 2 | 4 | 4 | 3 | X | Global Large-Stock Value |
| SGIFX | Steward Global Equity Income Fund C | Owns companies we recommend for divestment | 2 | 4 | 4 | 3 | X | Global Large-Stock Value |
| SGISX | Steward Global Equity Income Fund I | Owns companies we recommend for divestment | 2 | 4 | 4 | 3 | X | Global Large-Stock Value |
| SGIGX | Steward Global Equity Income Fund R6 | Owns companies we recommend for divestment | 2 | 4 | 4 | 3 | X | Global Large-Stock Value |
| STXK | Strive Small-Cap ETF | Owns companies we recommend for divestment | 2 | 4 | 7 | 5 | X | Small Blend |
| SWP | SWP Growth & Income ETF | Owns companies we recommend for divestment | 2 | 4 | 3 | 6 | X | Large Blend |
| PRGFX | T. Rowe Price Growth Stock | Owns companies we recommend for divestment | 2 | 4 | 6 | 7 | X | Large Growth |
| TRSAX | T. Rowe Price Growth Stock Adv | Owns companies we recommend for divestment | 2 | 4 | 6 | 7 | X | Large Growth |
| TGRW | T. Rowe Price Growth Stock ETF | Owns companies we recommend for divestment | 2 | 4 | 6 | 7 | X | Large Growth |
| PRUFX | T. Rowe Price Growth Stock I | Owns companies we recommend for divestment | 2 | 4 | 6 | 7 | X | Large Growth |
| RRGSX | T. Rowe Price Growth Stock R | Owns companies we recommend for divestment | 2 | 4 | 6 | 7 | X | Large Growth |
| TRJZX | T. Rowe Price Growth Stock Z | Owns companies we recommend for divestment | 2 | 4 | 6 | 7 | X | Large Growth |
| AAAGX | Thrivent Large Cap Growth A | Owns companies we recommend for divestment | 2 | 4 | 8 | 5 | X | Large Growth |
| THLCX | Thrivent Large Cap Growth S | Owns companies we recommend for divestment | 2 | 4 | 8 | 5 | X | Large Growth |
| SEBLX | Touchstone Balanced A | Owns companies we recommend for divestment | 2 | 4 | 7 | 5 | X | Moderate Allocation |
| SBACX | Touchstone Balanced C | Owns companies we recommend for divestment | 2 | 4 | 7 | 5 | X | Moderate Allocation |
| TBARX | Touchstone Balanced R6 | Owns companies we recommend for divestment | 2 | 4 | 7 | 5 | X | Moderate Allocation |
| SIBLX | Touchstone Balanced Y | Owns companies we recommend for divestment | 2 | 4 | 7 | 5 | X | Moderate Allocation |
| TFOAX | Touchstone Focused A | Owns companies we recommend for divestment | 2 | 4 | 7 | 5 | X | Large Blend |
| TFFCX | Touchstone Focused C | Owns companies we recommend for divestment | 2 | 4 | 7 | 5 | X | Large Blend |
| TFFIX | Touchstone Focused Instl | Owns companies we recommend for divestment | 2 | 4 | 7 | 5 | X | Large Blend |
| TFFYX | Touchstone Focused Y | Owns companies we recommend for divestment | 2 | 4 | 7 | 5 | X | Large Blend |
| SENCX | Touchstone Large Cap Focused A | Owns companies we recommend for divestment | 2 | 4 | 7 | 5 | X | Large Blend |
| SCSCX | Touchstone Large Cap Focused C | Owns companies we recommend for divestment | 2 | 4 | 7 | 5 | X | Large Blend |
| SCRLX | Touchstone Large Cap Focused Instl | Owns companies we recommend for divestment | 2 | 4 | 7 | 5 | X | Large Blend |
| TSRLX | Touchstone Large Cap Focused R6 | Owns companies we recommend for divestment | 2 | 4 | 7 | 5 | X | Large Blend |
| SICWX | Touchstone Large Cap Focused Y | Owns companies we recommend for divestment | 2 | 4 | 7 | 5 | X | Large Blend |
| LCF | Touchstone US Large Cap Focused ETF | Owns companies we recommend for divestment | 2 | 4 | 8 | 5 | X | Large Blend |
| PGWAX | Virtus Silvant Focused Growth A | Owns companies we recommend for divestment | 2 | 4 | 6 | 5 | X | Large Growth |
| PGWCX | Virtus Silvant Focused Growth C | Owns companies we recommend for divestment | 2 | 4 | 6 | 5 | X | Large Growth |
| PGFIX | Virtus Silvant Focused Growth Inst | Owns companies we recommend for divestment | 2 | 4 | 6 | 5 | X | Large Growth |
| AFGFX | Virtus Silvant Focused Growth R6 | Owns companies we recommend for divestment | 2 | 4 | 6 | 5 | X | Large Growth |
| IPMIX | Voya Index Plus MidCap Port I | Owns companies we recommend for divestment | 2 | 4 | 5 | 7 | X | Mid-Cap Blend |
| IPMSX | Voya Index Plus MidCap Port S | Owns companies we recommend for divestment | 2 | 4 | 5 | 7 | X | Mid-Cap Blend |
| VYMQX | Voya Mid Cap Research Enhanced Index A | Owns companies we recommend for divestment | 2 | 4 | 5 | 7 | X | Mid-Cap Blend |
| VYMRX | Voya Mid Cap Research Enhanced Index C | Owns companies we recommend for divestment | 2 | 4 | 5 | 7 | X | Mid-Cap Blend |
| VYMSX | Voya Mid Cap Research Enhanced Index I | Owns companies we recommend for divestment | 2 | 4 | 5 | 7 | X | Mid-Cap Blend |
| VYMVX | Voya Mid Cap Research Enhanced Index R | Owns companies we recommend for divestment | 2 | 4 | 5 | 7 | X | Mid-Cap Blend |
| VYMYX | Voya Mid Cap Research Enhanced Index W | Owns companies we recommend for divestment | 2 | 4 | 5 | 7 | X | Mid-Cap Blend |
| IGEAX | VY® T. Rowe Price Growth Equity A | Owns companies we recommend for divestment | 2 | 4 | 6 | 7 | X | Large Growth |
| ITGIX | VY® T. Rowe Price Growth Equity I | Owns companies we recommend for divestment | 2 | 4 | 6 | 7 | X | Large Growth |
| ITGSX | VY® T. Rowe Price Growth Equity S | Owns companies we recommend for divestment | 2 | 4 | 6 | 7 | X | Large Growth |
| ITRGX | VY® T. Rowe Price Growth Equity S2 | Owns companies we recommend for divestment | 2 | 4 | 6 | 7 | X | Large Growth |
| WMKGX | WesMark Large Company Fund | Owns companies we recommend for divestment | 2 | 4 | 6 | 7 | X | Large Blend |
| TECHX | WisdomTree Technology and Inn 100 DgtN/A | Owns companies we recommend for divestment | 2 | 4 | 9 | 9 | X | Technology |
| XAIX | Xtrackers Artfcl Intlgc and Big Dt ETF | Owns companies we recommend for divestment | 2 | 4 | 8 | 7 | X | Technology |
| ACUSX | Advisors Capital Total Return – Equity | Owns companies we recommend for divestment | 3 | 4 | 4 | 5 | X | Large Blend |
| YAFIX | AMG Yacktman Focused I | Owns companies we recommend for divestment | 3 | 4 | 4 | 5 | X | Large Value |
| YAFFX | AMG Yacktman Focused N | Owns companies we recommend for divestment | 3 | 4 | 4 | 5 | X | Large Value |
| ASMOX | AQR Small Cap Momentum Style I | Owns companies we recommend for divestment | 3 | 4 | 0 | 5 | X | Small Growth |
| ASMNX | AQR Small Cap Momentum Style N | Owns companies we recommend for divestment | 3 | 4 | 0 | 5 | X | Small Growth |
| QSMRX | AQR Small Cap Momentum Style R6 | Owns companies we recommend for divestment | 3 | 4 | 0 | 5 | X | Small Growth |
| QSMLX | AQR Small Cap Multi-Style I | Owns companies we recommend for divestment | 3 | 4 | 2 | 3 | X | Small Blend |
| QSMNX | AQR Small Cap Multi-Style N | Owns companies we recommend for divestment | 3 | 4 | 2 | 3 | X | Small Blend |
| QSERX | AQR Small Cap Multi-Style R6 | Owns companies we recommend for divestment | 3 | 4 | 2 | 3 | X | Small Blend |
| 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 | 5 | 0 | X | Large Value |
| BIBDX | BlackRock Global Dividend Instl | Owns companies we recommend for divestment | 3 | 4 | 4 | 6 | X | Global Large-Stock Blend |
| BABDX | BlackRock Global Dividend Inv A | Owns companies we recommend for divestment | 3 | 4 | 4 | 6 | X | Global Large-Stock Blend |
| BCBDX | BlackRock Global Dividend Inv C | Owns companies we recommend for divestment | 3 | 4 | 4 | 6 | X | Global Large-Stock Blend |
| BKBDX | BlackRock Global Dividend K | Owns companies we recommend for divestment | 3 | 4 | 4 | 6 | X | Global Large-Stock Blend |
| MISCX | BNY Mellon Small Cap Multi-Strategy Inv | Owns companies we recommend for divestment | 3 | 4 | 1 | 6 | X | Small Growth |
| MPSSX | BNY Mellon Small Cap Multi-Strategy M | Owns companies we recommend for divestment | 3 | 4 | 1 | 6 | X | Small Growth |
| TIME | Clockwise Core Equity & Innovation ETF | Owns companies we recommend for divestment | 3 | 4 | 7 | 6 | X | Technology |
| IEVAX | Columbia Global Value A | Owns companies we recommend for divestment | 3 | 4 | 6 | 5 | X | Global Large-Stock Value |
| REVCX | Columbia Global Value C | Owns companies we recommend for divestment | 3 | 4 | 6 | 5 | X | Global Large-Stock Value |
| CEVZX | Columbia Global Value Inst | Owns companies we recommend for divestment | 3 | 4 | 6 | 5 | X | Global Large-Stock Value |
| RSEYX | Columbia Global Value Inst2 | Owns companies we recommend for divestment | 3 | 4 | 6 | 5 | X | Global Large-Stock Value |
| CEVYX | Columbia Global Value Inst3 | Owns companies we recommend for divestment | 3 | 4 | 6 | 5 | X | Global Large-Stock Value |
| REVRX | Columbia Global Value R | Owns companies we recommend for divestment | 3 | 4 | 6 | 5 | X | Global Large-Stock Value |
| CEVAX | Columbia Global Value S | Owns companies we recommend for divestment | 3 | 4 | 6 | 5 | X | Global Large-Stock Value |
| DIVHX | Cutler Equity Fund | Owns companies we recommend for divestment | 3 | 4 | 5 | 2 | X | Large Value |
| DFMAX | Davidson Multi-Cap Equity A | Owns companies we recommend for divestment | 3 | 4 | 6 | 5 | X | Large Blend |
| DFMIX | Davidson Multi-Cap Equity I | Owns companies we recommend for divestment | 3 | 4 | 6 | 5 | X | Large Blend |
| EVTMX | Eaton Vance Dividend Builder A | Owns companies we recommend for divestment | 3 | 4 | 4 | 4 | X | Large Value |
| ECTMX | Eaton Vance Dividend Builder C | Owns companies we recommend for divestment | 3 | 4 | 4 | 4 | X | Large Value |
| EIUTX | Eaton Vance Dividend Builder I | Owns companies we recommend for divestment | 3 | 4 | 4 | 4 | X | Large Value |
| FBOT | Fidelity Disruptive Automation ETF | Owns companies we recommend for divestment | 3 | 4 | 4 | 6 | X | Global Large-Stock Growth |
| FFLC | Fidelity Fundamental Large Cap Core ETF | Owns companies we recommend for divestment | 3 | 4 | 10 | 6 | X | Large Blend |
| FFLV | Fidelity Fundamental Large Cap Value ETF | Owns companies we recommend for divestment | 3 | 4 | 7 | 5 | X | Large Value |
| RND | First Trust Bloomberg R&D Leaders ETF | Owns companies we recommend for divestment | 3 | 4 | 8 | 4 | X | Large Blend |
| FYX | First Trust Small Cap Core AlphaDEX® ETF | Owns companies we recommend for divestment | 3 | 4 | 4 | 5 | X | Small Blend |
| ROBT | FT Nasdaq Artfcl Intllgnc and Rbtc ETF | Owns companies we recommend for divestment | 3 | 4 | 9 | 7 | X | Technology |
| AIQ | Global X Artfcl Intlgc & Tech ETF | Owns companies we recommend for divestment | 3 | 4 | 8 | 8 | X | Technology |
| IMSCX | IMS Capital Value | Owns companies we recommend for divestment | 3 | 4 | 7 | 3 | X | Large Blend |
| DJD | Invesco Dow Jones Industrial Avg Div ETF | Owns companies we recommend for divestment | 3 | 4 | 5 | 2 | X | Large Value |
| RDIV | Invesco S&P Ultra Dividend Revenue ETF | Owns companies we recommend for divestment | 3 | 4 | 4 | 3 | X | Mid-Cap Value |
| IGM | iShares Expanded Tech Sector ETF | Owns companies we recommend for divestment | 3 | 4 | 12 | 10 | X | Technology |
| SVAL | iShares US Small Cap Value Factor ETF | Owns companies we recommend for divestment | 3 | 4 | 0 | 3 | X | Small Value |
| JRAAX | Janus Henderson Research A | Owns companies we recommend for divestment | 3 | 4 | 6 | 6 | X | Large Growth |
| JRACX | Janus Henderson Research C | Owns companies we recommend for divestment | 3 | 4 | 6 | 6 | X | Large Growth |
| JNRFX | Janus Henderson Research D | Owns companies we recommend for divestment | 3 | 4 | 6 | 6 | X | Large Growth |
| JRAIX | Janus Henderson Research I | Owns companies we recommend for divestment | 3 | 4 | 6 | 6 | X | Large Growth |
| JRANX | Janus Henderson Research N | Owns companies we recommend for divestment | 3 | 4 | 6 | 6 | X | Large Growth |
| JRARX | Janus Henderson Research R | Owns companies we recommend for divestment | 3 | 4 | 6 | 6 | X | Large Growth |
| JRASX | Janus Henderson Research S | Owns companies we recommend for divestment | 3 | 4 | 6 | 6 | X | Large Growth |
| JAMRX | Janus Henderson Research T | Owns companies we recommend for divestment | 3 | 4 | 6 | 6 | X | Large Growth |
| JAGRX | Janus Henderson VIT Research Instl | Owns companies we recommend for divestment | 3 | 4 | 6 | 6 | X | Large Growth |
| Janus Henderson VIT Research Svc | Owns companies we recommend for divestment | 3 | 4 | 6 | 6 | X | Large Growth |
| JCAVX | JHFunds2 Capital Appreciation Value NAV | Owns companies we recommend for divestment | 3 | 4 | 5 | 7 | X | Moderate Allocation |
| JNL/T. Rowe Price Capital Appreciation A | Owns companies we recommend for divestment | 3 | 4 | 5 | 7 | X | Moderate Allocation |
| JNL/T. Rowe Price Capital Appreciation I | Owns companies we recommend for divestment | 3 | 4 | 5 | 7 | X | Moderate Allocation |
| PSOAX | JPMorgan Small Cap Value A | Owns companies we recommend for divestment | 3 | 4 | 4 | 4 | X | Small Value |
| OSVCX | JPMorgan Small Cap Value C | Owns companies we recommend for divestment | 3 | 4 | 4 | 4 | X | Small Value |
| PSOPX | JPMorgan Small Cap Value I | Owns companies we recommend for divestment | 3 | 4 | 4 | 4 | X | Small Value |
| JSVZX | JPMorgan Small Cap Value R2 | Owns companies we recommend for divestment | 3 | 4 | 4 | 4 | X | Small Value |
| JSVPX | JPMorgan Small Cap Value R3 | Owns companies we recommend for divestment | 3 | 4 | 4 | 4 | X | Small Value |
| JSVQX | JPMorgan Small Cap Value R4 | Owns companies we recommend for divestment | 3 | 4 | 4 | 4 | X | Small Value |
| JSVRX | JPMorgan Small Cap Value R5 | Owns companies we recommend for divestment | 3 | 4 | 4 | 4 | X | Small Value |
| JSVUX | JPMorgan Small Cap Value R6 | Owns companies we recommend for divestment | 3 | 4 | 4 | 4 | X | Small Value |
| TGLR | LAFFER|TENGLER Equity Income ETF | Owns companies we recommend for divestment | 3 | 4 | 4 | 4 | X | Large Value |
| NEAMX | Neiman Large Cap Value A | Owns companies we recommend for divestment | 3 | 4 | 6 | 4 | X | Large Value |
| NEIMX | Neiman Large Cap Value No-Load | Owns companies we recommend for divestment | 3 | 4 | 6 | 4 | X | Large Value |
| NPNAX | Neuberger Berman Large Cap Value A | Owns companies we recommend for divestment | 3 | 4 | 7 | 3 | X | Large Value |
| NBPBX | Neuberger Berman Large Cap Value Adv | Owns companies we recommend for divestment | 3 | 4 | 7 | 3 | X | Large Value |
| NPNCX | Neuberger Berman Large Cap Value C | Owns companies we recommend for divestment | 3 | 4 | 7 | 3 | X | Large Value |
| NPNEX | Neuberger Berman Large Cap Value E | Owns companies we recommend for divestment | 3 | 4 | 7 | 3 | X | Large Value |
| NBPIX | Neuberger Berman Large Cap Value Instl | Owns companies we recommend for divestment | 3 | 4 | 7 | 3 | X | Large Value |
| NPRTX | Neuberger Berman Large Cap Value Inv | Owns companies we recommend for divestment | 3 | 4 | 7 | 3 | X | Large Value |
| NPNRX | Neuberger Berman Large Cap Value R3 | Owns companies we recommend for divestment | 3 | 4 | 7 | 3 | X | Large Value |
| NRLCX | Neuberger Berman Large Cap Value R6 | Owns companies we recommend for divestment | 3 | 4 | 7 | 3 | X | Large Value |
| NBPTX | Neuberger Berman Large Cap Value Tr | Owns companies we recommend for divestment | 3 | 4 | 7 | 3 | X | Large Value |
| FLRAX | Nuveen Large Cap Select A | Owns companies we recommend for divestment | 3 | 4 | 8 | 6 | X | Large Blend |
| FLYCX | Nuveen Large Cap Select C | Owns companies we recommend for divestment | 3 | 4 | 8 | 6 | X | Large Blend |
| FLRYX | Nuveen Large Cap Select I | Owns companies we recommend for divestment | 3 | 4 | 8 | 6 | X | Large Blend |
| NQCAX | Nuveen Large Cap Value Opportunities A | Owns companies we recommend for divestment | 3 | 4 | 7 | 6 | X | Large Value |
| NQCCX | Nuveen Large Cap Value Opportunities C | Owns companies we recommend for divestment | 3 | 4 | 7 | 6 | X | Large Value |
| NQCRX | Nuveen Large Cap Value Opportunities I | Owns companies we recommend for divestment | 3 | 4 | 7 | 6 | X | Large Value |
| SPYD | SPDR® Portfolio S&P 500® High Div ETF | Owns companies we recommend for divestment | 3 | 4 | 2 | 4 | X | Mid-Cap Value |
| BBTGX | Sterling Capital Behav Lg Cp Val Eq A | Owns companies we recommend for divestment | 3 | 4 | 7 | 5 | X | Large Value |
| BCVCX | Sterling Capital Behav Lg Cp Val Eq C | Owns companies we recommend for divestment | 3 | 4 | 7 | 5 | X | Large Value |
| BBISX | Sterling Capital Behav Lg Cp Val Eq Intl | Owns companies we recommend for divestment | 3 | 4 | 7 | 5 | X | Large Value |
| STRAX | Sterling Capital Behav Lg Cp Val Eq R6 | Owns companies we recommend for divestment | 3 | 4 | 7 | 5 | X | Large Value |
| WEECX | TETON Westwood Equity A | Owns companies we recommend for divestment | 3 | 4 | 5 | 6 | X | Large Value |
| WESWX | TETON Westwood Equity AAA | Owns companies we recommend for divestment | 3 | 4 | 5 | 6 | X | Large Value |
| WEQCX | TETON Westwood Equity C | Owns companies we recommend for divestment | 3 | 4 | 5 | 6 | X | Large Value |
| WEEIX | TETON Westwood Equity I | Owns companies we recommend for divestment | 3 | 4 | 5 | 6 | X | Large Value |
| LGCF | Themes US Cash Flow Champions ETF | Owns companies we recommend for divestment | 3 | 4 | 5 | 1 | X | Large Value |
| 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 |
| VVSCX | VALIC Company I Small Cap Value | Owns companies we recommend for divestment | 3 | 4 | 4 | 4 | X | Small Value |
| USCAX | Victory Small Cap Stock | Owns companies we recommend for divestment | 3 | 4 | 4 | 5 | X | Small Blend |
| UISCX | Victory Small Cap Stock Institutional | Owns companies we recommend for divestment | 3 | 4 | 4 | 5 | X | Small Blend |
| PQNAX | Virtus NFJ Mid-Cap Value A | Owns companies we recommend for divestment | 3 | 4 | 2 | 2 | X | Mid-Cap Value |
| PQNCX | Virtus NFJ Mid-Cap Value C | Owns companies we recommend for divestment | 3 | 4 | 2 | 2 | X | Mid-Cap Value |
| PRNIX | Virtus NFJ Mid-Cap Value Inst | Owns companies we recommend for divestment | 3 | 4 | 2 | 2 | X | Mid-Cap Value |
| ANPRX | Virtus NFJ Mid-Cap Value R6 | Owns companies we recommend for divestment | 3 | 4 | 2 | 2 | X | Mid-Cap Value |
| WWLAX | Westwood Quality Value Fund A | Owns companies we recommend for divestment | 3 | 4 | 5 | 6 | X | Large Value |
| WHGLX | Westwood Quality Value Fund Inst | Owns companies we recommend for divestment | 3 | 4 | 5 | 6 | X | Large Value |
| WHGQX | Westwood Quality Value Ultra | Owns companies we recommend for divestment | 3 | 4 | 5 | 6 | X | Large Value |
| EKBAX | Allspring Diversified Cap Bldr A | Owns companies we recommend for divestment | 4 | 4 | 6 | 7 | X | Moderately Aggressive Allocation |
| EKBDX | Allspring Diversified Cap Bldr Adm | Owns companies we recommend for divestment | 4 | 4 | 6 | 7 | X | Moderately Aggressive Allocation |
| EKBCX | Allspring Diversified Cap Bldr C | Owns companies we recommend for divestment | 4 | 4 | 6 | 7 | X | Moderately Aggressive Allocation |
| EKBYX | Allspring Diversified Cap Bldr Inst | Owns companies we recommend for divestment | 4 | 4 | 6 | 7 | X | Moderately Aggressive Allocation |
| MARFX | BlackRock Mid-Cap Value Institutional | Owns companies we recommend for divestment | 4 | 4 | 3 | 4 | X | Mid-Cap Value |
| MDRFX | BlackRock Mid-Cap Value Investor A | Owns companies we recommend for divestment | 4 | 4 | 3 | 4 | X | Mid-Cap Value |
| MCRFX | BlackRock Mid-Cap Value Investor C | Owns companies we recommend for divestment | 4 | 4 | 3 | 4 | X | Mid-Cap Value |
| MJRFX | BlackRock Mid-Cap Value K | Owns companies we recommend for divestment | 4 | 4 | 3 | 4 | X | Mid-Cap Value |
| MRRFX | BlackRock Mid-Cap Value R | Owns companies we recommend for divestment | 4 | 4 | 3 | 4 | X | Mid-Cap Value |
| 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 |
| LCLIX | ClearBridge Large Cap Value 1 | Owns companies we recommend for divestment | 4 | 4 | 6 | 6 | X | Large Value |
| SINAX | ClearBridge Large Cap Value A | Owns companies we recommend for divestment | 4 | 4 | 6 | 6 | X | Large Value |
| SINOX | ClearBridge Large Cap Value C | Owns companies we recommend for divestment | 4 | 4 | 6 | 6 | X | Large Value |
| SAIFX | ClearBridge Large Cap Value I | Owns companies we recommend for divestment | 4 | 4 | 6 | 6 | X | Large Value |
| LMLSX | ClearBridge Large Cap Value IS | Owns companies we recommend for divestment | 4 | 4 | 6 | 6 | X | Large Value |
| LCBVX | ClearBridge Large Cap Value R | Owns companies we recommend for divestment | 4 | 4 | 6 | 6 | X | Large Value |
| INUTX | Columbia Dividend Opportunity A | Owns companies we recommend for divestment | 4 | 4 | 10 | 3 | X | Large Value |
| ACUIX | Columbia Dividend Opportunity C | Owns companies we recommend for divestment | 4 | 4 | 10 | 3 | X | Large Value |
| CDOZX | Columbia Dividend Opportunity Inst | Owns companies we recommend for divestment | 4 | 4 | 10 | 3 | X | Large Value |
| RSDFX | Columbia Dividend Opportunity Inst2 | Owns companies we recommend for divestment | 4 | 4 | 10 | 3 | X | Large Value |
| CDOYX | Columbia Dividend Opportunity Inst3 | Owns companies we recommend for divestment | 4 | 4 | 10 | 3 | X | Large Value |
| RSOOX | Columbia Dividend Opportunity R | Owns companies we recommend for divestment | 4 | 4 | 10 | 3 | X | Large Value |
| CDOAX | Columbia Dividend Opportunity S | Owns companies we recommend for divestment | 4 | 4 | 10 | 3 | 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 |
| MXERX | Empower S&P SmallCap 600® Index Instl | Owns companies we recommend for divestment | 4 | 4 | 6 | 6 | X | Small Blend |
| MXISX | Empower S&P SmallCap 600® Index Inv | Owns companies we recommend for divestment | 4 | 4 | 6 | 6 | X | Small Blend |
| MXNSX | Empower S&P SmallCap 600® Index L | Owns companies we recommend for divestment | 4 | 4 | 6 | 6 | X | Small Blend |
| FGSFX | Fidelity Advisor Growth Strategies A | Owns companies we recommend for divestment | 4 | 4 | 4 | 5 | X | Mid-Cap Growth |
| FGSHX | Fidelity Advisor Growth Strategies C | Owns companies we recommend for divestment | 4 | 4 | 4 | 5 | X | Mid-Cap Growth |
| FGSJX | Fidelity Advisor Growth Strategies I | Owns companies we recommend for divestment | 4 | 4 | 4 | 5 | X | Mid-Cap Growth |
| FGSGX | Fidelity Advisor Growth Strategies M | Owns companies we recommend for divestment | 4 | 4 | 4 | 5 | X | Mid-Cap Growth |
| FGSLX | Fidelity Advisor Growth Strategies Z | Owns companies we recommend for divestment | 4 | 4 | 4 | 5 | X | Mid-Cap Growth |
| FDEGX | Fidelity Growth Strategies | Owns companies we recommend for divestment | 4 | 4 | 4 | 5 | X | Mid-Cap Growth |
| FAGKX | Fidelity Growth Strategies K | Owns companies we recommend for divestment | 4 | 4 | 4 | 5 | X | Mid-Cap Growth |
| FSKGX | Fidelity Growth Strategies K6 | Owns companies we recommend for divestment | 4 | 4 | 4 | 5 | X | Mid-Cap Growth |
| FTCE | First Trust New Cstrcts Cr Erns Ldrs ETF | Owns companies we recommend for divestment | 4 | 4 | 7 | 5 | X | Large Blend |
| FRDPX | Franklin Rising Dividends A | Owns companies we recommend for divestment | 4 | 4 | 5 | 4 | X | Large Blend |
| FRDAX | Franklin Rising Dividends Adv | Owns companies we recommend for divestment | 4 | 4 | 5 | 4 | X | Large Blend |
| FRDTX | Franklin Rising Dividends C | Owns companies we recommend for divestment | 4 | 4 | 5 | 4 | X | Large Blend |
| FRDRX | Franklin Rising Dividends R | Owns companies we recommend for divestment | 4 | 4 | 5 | 4 | X | Large Blend |
| FRISX | Franklin Rising Dividends R6 | Owns companies we recommend for divestment | 4 | 4 | 5 | 4 | X | Large Blend |
| HAPY | Harbor Human Capital Factor Uncons ETF | Owns companies we recommend for divestment | 4 | 4 | 5 | 6 | X | Mid-Cap Growth |
| 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 |
| RWJ | Invesco S&P SmallCap 600 Revenue ETF | Owns companies we recommend for divestment | 4 | 4 | 6 | 6 | X | Small Value |
| QVMS | Invesco S&P SmallCp 600 QVM Mlt-fctr ETF | Owns companies we recommend for divestment | 4 | 4 | 5 | 6 | X | Small Blend |
| IJR | iShares Core S&P Small-Cap ETF | Owns companies we recommend for divestment | 4 | 4 | 6 | 6 | X | Small Blend |
| JDDVX | Janus Henderson U.S. Dividend Income D | Owns companies we recommend for divestment | 4 | 4 | 6 | 5 | X | Large Value |
| JIDVX | Janus Henderson U.S. Dividend Income I | Owns companies we recommend for divestment | 4 | 4 | 6 | 5 | X | Large Value |
| JNDVX | Janus Henderson U.S. Dividend Income N | Owns companies we recommend for divestment | 4 | 4 | 6 | 5 | X | 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 Mid Cap I | Owns companies we recommend for divestment | 4 | 4 | 5 | 7 | X | Mid-Cap Blend |
| JNL Multi-Manager Small Cap Growth A | Owns companies we recommend for divestment | 4 | 4 | 0 | 6 | X | Small Growth |
| JNL Multi-Manager Small Cap Growth I | Owns companies we recommend for divestment | 4 | 4 | 0 | 6 | X | Small Growth |
| JNL Small Cap Index I | Owns companies we recommend for divestment | 4 | 4 | 6 | 6 | X | Small Blend |
| 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 |
| LKBAX | LKCM Balanced | Owns companies we recommend for divestment | 4 | 4 | 7 | 8 | X | Moderate Allocation |
| MGLBX | Marsico Global | Owns companies we recommend for divestment | 4 | 4 | 6 | 4 | X | Global Large-Stock Growth |
| MIGOX | Marsico Global Institutional | Owns companies we recommend for divestment | 4 | 4 | 6 | 4 | X | Global Large-Stock Growth |
| 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 |
| MDIOX | MFS Intl Diversification R1 | Owns companies we recommend for divestment | 4 | 4 | 4 | 3 | X | Foreign Large Blend |
| MDIKX | MFS Intl Diversification R2 | Owns companies we recommend for divestment | 4 | 4 | 4 | 3 | X | Foreign Large Blend |
| MDIHX | MFS Intl Diversification R3 | Owns companies we recommend for divestment | 4 | 4 | 4 | 3 | X | Foreign Large Blend |
| MDITX | MFS Intl Diversification R4 | Owns companies we recommend for divestment | 4 | 4 | 4 | 3 | X | Foreign Large Blend |
| MDIZX | MFS Intl Diversification R6 | Owns companies we recommend for divestment | 4 | 4 | 4 | 3 | X | Foreign Large Blend |
| MASOX | MoA Small Cap Equity Index Fund | Owns companies we recommend for divestment | 4 | 4 | 6 | 6 | X | Small 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 |
| PEYAX | Putnam Large Cap Value A | Owns companies we recommend for divestment | 4 | 4 | 6 | 5 | X | Large Value |
| PEQCX | Putnam Large Cap Value C | Owns companies we recommend for divestment | 4 | 4 | 6 | 5 | X | Large Value |
| PEQRX | Putnam Large Cap Value R | Owns companies we recommend for divestment | 4 | 4 | 6 | 5 | X | Large Value |
| PEQLX | Putnam Large Cap Value R5 | Owns companies we recommend for divestment | 4 | 4 | 6 | 5 | X | Large Value |
| PEQSX | Putnam Large Cap Value R6 | Owns companies we recommend for divestment | 4 | 4 | 6 | 5 | X | Large Value |
| PEIYX | Putnam Large Cap Value Y | Owns companies we recommend for divestment | 4 | 4 | 6 | 5 | X | Large Value |
| 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 |
| SPSM | SPDR® Portfolio S&P 600™ Sm Cap ETF | Owns companies we recommend for divestment | 4 | 4 | 6 | 6 | X | Small Blend |
| STXI | Strive International Developed Mkts ETF | Owns companies we recommend for divestment | 4 | 4 | 14 | 7 | X | Foreign Large Blend |
| STXM | Strive Mid-Cap ETF | Owns companies we recommend for divestment | 4 | 4 | 4 | 8 | X | Mid-Cap Blend |
| TEPLX | Templeton Growth A | Owns companies we recommend for divestment | 4 | 4 | 8 | 6 | X | Global Large-Stock Blend |
| TGADX | Templeton Growth Adv | Owns companies we recommend for divestment | 4 | 4 | 8 | 6 | X | Global Large-Stock Blend |
| FTGQX | Templeton Growth C | Owns companies we recommend for divestment | 4 | 4 | 8 | 6 | X | Global Large-Stock Blend |
| TEGRX | Templeton Growth R | Owns companies we recommend for divestment | 4 | 4 | 8 | 6 | X | Global Large-Stock Blend |
| FTGFX | Templeton Growth R6 | Owns companies we recommend for divestment | 4 | 4 | 8 | 6 | X | Global Large-Stock Blend |
| DVND | Touchstone Dividend Select ETF | Owns companies we recommend for divestment | 4 | 4 | 8 | 4 | X | Large Value |
| VIOO | Vanguard S&P Small-Cap 600 ETF | Owns companies we recommend for divestment | 4 | 4 | 6 | 6 | 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 |
| 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 |
| WMBLX | WesMark Balanced | Owns companies we recommend for divestment | 4 | 4 | 7 | 3 | X | Moderate Allocation |
| WGFIX | William Blair Global Leaders I | Owns companies we recommend for divestment | 4 | 4 | 5 | 7 | X | Global Large-Stock Growth |
| WGGNX | William Blair Global Leaders N | Owns companies we recommend for divestment | 4 | 4 | 5 | 7 | X | Global Large-Stock Growth |
| BGGIX | William Blair Global Leaders R6 | Owns companies we recommend for divestment | 4 | 4 | 5 | 7 | X | Global Large-Stock Growth |
| Adara Smaller Companies | Owns companies we recommend for divestment | 5 | 4 | 4 | 9 | X | Small Blend |
| AIEQ | Amplify AI Powered Equity ETF | Owns companies we recommend for divestment | 5 | 4 | 5 | 5 | X | Mid-Cap Blend |
| BKMC | BNY Mellon US Mid Cap Core Equity ETF | Owns companies we recommend for divestment | 5 | 4 | 6 | 8 | 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 |
| CGDV | Capital Group Dividend Value ETF | Owns companies we recommend for divestment | 5 | 4 | 7 | 7 | X | Large Value |
| RIMHX | City National Rochdale Equity Income N | Owns companies we recommend for divestment | 5 | 4 | 5 | 5 | X | Large Value |
| RLCAX | Columbia Disciplined Value A | Owns companies we recommend for divestment | 5 | 4 | 8 | 4 | X | Large Value |
| RDCCX | Columbia Disciplined Value C | Owns companies we recommend for divestment | 5 | 4 | 8 | 4 | X | Large Value |
| CVQZX | Columbia Disciplined Value Inst | Owns companies we recommend for divestment | 5 | 4 | 8 | 4 | X | Large Value |
| LOMAX | Edgar Lomax Value | Owns companies we recommend for divestment | 5 | 4 | 9 | 4 | X | Large Value |
| FNIDX | Fidelity Intl Sustainability Idx | Owns companies we recommend for divestment | 5 | 4 | 16 | 6 | V | Foreign Large Blend |
| FISEX | Franklin Equity Income A | Owns companies we recommend for divestment | 5 | 4 | 7 | 4 | X | Large Value |
| FEIFX | Franklin Equity Income Adv | Owns companies we recommend for divestment | 5 | 4 | 7 | 4 | X | Large Value |
| FRETX | Franklin Equity Income C | Owns companies we recommend for divestment | 5 | 4 | 7 | 4 | X | Large Value |
| FREIX | Franklin Equity Income R | Owns companies we recommend for divestment | 5 | 4 | 7 | 4 | X | Large Value |
| FEIQX | Franklin Equity Income R6 | Owns companies we recommend for divestment | 5 | 4 | 7 | 4 | X | Large Value |
| FFND | Future Fund Active ETF | Owns companies we recommend for divestment | 5 | 4 | 11 | 7 | X | Large Growth |
| GCAEX | Gabelli Equity Income A | Owns companies we recommend for divestment | 5 | 4 | 14 | 3 | X | Large Value |
| GABEX | Gabelli Equity Income AAA | Owns companies we recommend for divestment | 5 | 4 | 14 | 3 | X | Large Value |
| GEICX | Gabelli Equity Income C | Owns companies we recommend for divestment | 5 | 4 | 14 | 3 | X | Large Value |
| GCIEX | Gabelli Equity Income I | Owns companies we recommend for divestment | 5 | 4 | 14 | 3 | X | Large Value |
| GCVAX | Goldman Sachs Large Cp Val Insghts A | Owns companies we recommend for divestment | 5 | 4 | 11 | 5 | X | Large Value |
| GCVCX | Goldman Sachs Large Cp Val Insghts C | Owns companies we recommend for divestment | 5 | 4 | 11 | 5 | X | Large Value |
| GCVIX | Goldman Sachs Large Cp Val Insghts Instl | Owns companies we recommend for divestment | 5 | 4 | 11 | 5 | X | Large Value |
| GCVTX | Goldman Sachs Large Cp Val Insghts Inv | Owns companies we recommend for divestment | 5 | 4 | 11 | 5 | X | Large Value |
| GMXPX | Goldman Sachs Large Cp Val Insghts P | Owns companies we recommend for divestment | 5 | 4 | 11 | 5 | X | Large Value |
| GCVRX | Goldman Sachs Large Cp Val Insghts R | Owns companies we recommend for divestment | 5 | 4 | 11 | 5 | X | Large Value |
| GCVUX | Goldman Sachs Large Cp Val Insghts R6 | Owns companies we recommend for divestment | 5 | 4 | 11 | 5 | X | Large Value |
| GCLSX | Goldman Sachs Large Cp Val Insghts Svc | Owns companies we recommend for divestment | 5 | 4 | 11 | 5 | X | Large Value |
| ICAP | InfraCap Equity Income ETF | Owns companies we recommend for divestment | 5 | 4 | 11 | 5 | X | Mid-Cap Value |
| BMVP | Invesco Bloomberg MVP Multi-factor ETF | Owns companies we recommend for divestment | 5 | 4 | 7 | 4 | X | Mid-Cap Blend |
| ACSTX | Invesco Comstock A | Owns companies we recommend for divestment | 5 | 4 | 8 | 4 | X | Large Value |
| ACSYX | Invesco Comstock C | Owns companies we recommend for divestment | 5 | 4 | 8 | 4 | X | Large Value |
| ACSRX | Invesco Comstock R | Owns companies we recommend for divestment | 5 | 4 | 8 | 4 | X | Large Value |
| ACSHX | Invesco Comstock R5 | Owns companies we recommend for divestment | 5 | 4 | 8 | 4 | X | Large Value |
| ICSFX | Invesco Comstock R6 | Owns companies we recommend for divestment | 5 | 4 | 8 | 4 | X | Large Value |
| ACSDX | Invesco Comstock Y | Owns companies we recommend for divestment | 5 | 4 | 8 | 4 | X | Large Value |
| OMFS | Invesco Russell 2000® Dynamic Mltfct ETF | Owns companies we recommend for divestment | 5 | 4 | 5 | 7 | X | Small Blend |
| SPGP | Invesco S&P 500 GARP ETF | Owns companies we recommend for divestment | 5 | 4 | 8 | 3 | X | Large Value |
| SPHQ | Invesco S&P 500® Quality ETF | Owns companies we recommend for divestment | 5 | 4 | 6 | 4 | X | Large Blend |
| OIEIX | JPMorgan Equity Income A | Owns companies we recommend for divestment | 5 | 4 | 8 | 5 | X | Large Value |
| OINCX | JPMorgan Equity Income C | Owns companies we recommend for divestment | 5 | 4 | 8 | 5 | X | Large Value |
| HLIEX | JPMorgan Equity Income I | Owns companies we recommend for divestment | 5 | 4 | 8 | 5 | X | Large Value |
| OIEFX | JPMorgan Equity Income R2 | Owns companies we recommend for divestment | 5 | 4 | 8 | 5 | X | Large Value |
| OIEPX | JPMorgan Equity Income R3 | Owns companies we recommend for divestment | 5 | 4 | 8 | 5 | X | Large Value |
| OIEQX | JPMorgan Equity Income R4 | Owns companies we recommend for divestment | 5 | 4 | 8 | 5 | X | Large Value |
| OIERX | JPMorgan Equity Income R5 | Owns companies we recommend for divestment | 5 | 4 | 8 | 5 | X | Large Value |
| OIEJX | JPMorgan Equity Income R6 | Owns companies we recommend for divestment | 5 | 4 | 8 | 5 | X | Large Value |
| MCDS | JPMorgan Fundamental Data Sci Md Cor ETF | Owns companies we recommend for divestment | 5 | 4 | 3 | 6 | X | Mid-Cap Blend |
| JTUAX | JPMorgan US Small Company A | Owns companies we recommend for divestment | 5 | 4 | 2 | 6 | X | Small Blend |
| JTUCX | JPMorgan US Small Company C | Owns companies we recommend for divestment | 5 | 4 | 2 | 6 | X | Small Blend |
| JSCSX | JPMorgan US Small Company I | Owns companies we recommend for divestment | 5 | 4 | 2 | 6 | X | Small Blend |
| JUSSX | JPMorgan US Small Company L | Owns companies we recommend for divestment | 5 | 4 | 2 | 6 | X | Small Blend |
| JSCZX | JPMorgan US Small Company R2 | Owns companies we recommend for divestment | 5 | 4 | 2 | 6 | X | Small Blend |
| JUSPX | JPMorgan US Small Company R3 | Owns companies we recommend for divestment | 5 | 4 | 2 | 6 | X | Small Blend |
| JUSQX | JPMorgan US Small Company R4 | Owns companies we recommend for divestment | 5 | 4 | 2 | 6 | X | Small Blend |
| JUSYX | JPMorgan US Small Company R5 | Owns companies we recommend for divestment | 5 | 4 | 2 | 6 | X | Small Blend |
| JUSMX | JPMorgan US Small Company R6 | Owns companies we recommend for divestment | 5 | 4 | 2 | 6 | X | Small Blend |
| VGWAX | Vanguard Global Wellington Admiral | Owns companies we recommend for divestment | 5 | 4 | 9 | 7 | X | Global Allocation |
| VGWLX | Vanguard Global Wellington Investor | Owns companies we recommend for divestment | 5 | 4 | 9 | 7 | X | Global Allocation |
| IVKAX | VY® Invesco Comstock A | Owns companies we recommend for divestment | 5 | 4 | 8 | 4 | X | Large Value |
| IVKIX | VY® Invesco Comstock I | Owns companies we recommend for divestment | 5 | 4 | 8 | 4 | X | Large Value |
| IVKSX | VY® Invesco Comstock S | Owns companies we recommend for divestment | 5 | 4 | 8 | 4 | X | Large Value |
| SPDV | AAM S&P 500 High Dividend Value ETF | Owns companies we recommend for divestment | 6 | 4 | 8 | 6 | X | Mid-Cap Value |
| FNDMX | Fidelity Series Sust Non-US Dev Mrkt Fd | Owns companies we recommend for divestment | 6 | 4 | 11 | 10 | V | Foreign Large Blend |
| FLEE | Franklin FTSE Europe ETF | Owns companies we recommend for divestment | 6 | 4 | 15 | 6 | X | Europe Stock |
| IHGIX | Hartford Dividend and Growth A | Owns companies we recommend for divestment | 6 | 4 | 8 | 6 | X | Large Value |
| HDGCX | Hartford Dividend and Growth C | Owns companies we recommend for divestment | 6 | 4 | 8 | 6 | X | Large Value |
| HDGFX | Hartford Dividend and Growth F | Owns companies we recommend for divestment | 6 | 4 | 8 | 6 | X | Large Value |
| HIADX | Hartford Dividend and Growth HLS IA | Owns companies we recommend for divestment | 6 | 4 | 8 | 6 | X | Large Value |
| HDGBX | Hartford Dividend and Growth HLS IB | Owns companies we recommend for divestment | 6 | 4 | 8 | 6 | X | Large Value |
| HDGIX | Hartford Dividend and Growth I | Owns companies we recommend for divestment | 6 | 4 | 8 | 6 | X | Large Value |
| HDGRX | Hartford Dividend and Growth R3 | Owns companies we recommend for divestment | 6 | 4 | 8 | 6 | X | Large Value |
| HDGSX | Hartford Dividend and Growth R4 | Owns companies we recommend for divestment | 6 | 4 | 8 | 6 | X | Large Value |
| HDGTX | Hartford Dividend and Growth R5 | Owns companies we recommend for divestment | 6 | 4 | 8 | 6 | X | Large Value |
| HDGVX | Hartford Dividend and Growth R6 | Owns companies we recommend for divestment | 6 | 4 | 8 | 6 | X | Large Value |
| HDGYX | Hartford Dividend and Growth Y | Owns companies we recommend for divestment | 6 | 4 | 8 | 6 | X | Large Value |
| PKW | Invesco BuyBack Achievers ETF | Owns companies we recommend for divestment | 6 | 4 | 11 | 4 | X | Mid-Cap Value |
| ISCG | iShares Morningstar Small-Cap Growth ETF | Owns companies we recommend for divestment | 6 | 4 | 6 | 10 | X | Small Growth |
| EFG | iShares MSCI EAFE Growth ETF | Owns companies we recommend for divestment | 6 | 4 | 11 | 6 | X | Foreign Large Growth |
| JNL/T. Rowe Price Value A | Owns companies we recommend for divestment | 6 | 4 | 8 | 4 | X | Large Value |
| JNL/T. Rowe Price Value I | Owns companies we recommend for divestment | 6 | 4 | 8 | 4 | X | Large Value |
| JVAAX | JPMorgan Value Advantage A | Owns companies we recommend for divestment | 6 | 4 | 10 | 5 | X | Large Value |
| JVACX | JPMorgan Value Advantage C | Owns companies we recommend for divestment | 6 | 4 | 10 | 5 | X | Large Value |
| JVASX | JPMorgan Value Advantage I | Owns companies we recommend for divestment | 6 | 4 | 10 | 5 | X | Large Value |
| JVAIX | JPMorgan Value Advantage L | Owns companies we recommend for divestment | 6 | 4 | 10 | 5 | X | Large Value |
| JGAQX | JPMorgan Value Advantage R2 | Owns companies we recommend for divestment | 6 | 4 | 10 | 5 | X | Large Value |
| JVAPX | JPMorgan Value Advantage R3 | Owns companies we recommend for divestment | 6 | 4 | 10 | 5 | X | Large Value |
| JVAQX | JPMorgan Value Advantage R4 | Owns companies we recommend for divestment | 6 | 4 | 10 | 5 | X | Large Value |
| JVARX | JPMorgan Value Advantage R5 | Owns companies we recommend for divestment | 6 | 4 | 10 | 5 | X | Large Value |
| JVAYX | JPMorgan Value Advantage R6 | Owns companies we recommend for divestment | 6 | 4 | 10 | 5 | X | Large Value |
| MFVAX | MassMutual Equity Opports A | Owns companies we recommend for divestment | 6 | 4 | 8 | 6 | X | Large Blend |
| MMFVX | MassMutual Equity Opports Adm | Owns companies we recommend for divestment | 6 | 4 | 8 | 6 | X | Large Blend |
| MFVZX | MassMutual Equity Opports I | Owns companies we recommend for divestment | 6 | 4 | 8 | 6 | X | Large Blend |
| MFVNX | MassMutual Equity Opports R3 | Owns companies we recommend for divestment | 6 | 4 | 8 | 6 | X | Large Blend |
| MFVFX | MassMutual Equity Opports R4 | Owns companies we recommend for divestment | 6 | 4 | 8 | 6 | X | Large Blend |
| MFVSX | MassMutual Equity Opports R5 | Owns companies we recommend for divestment | 6 | 4 | 8 | 6 | X | Large Blend |
| MMFYX | MassMutual Equity Opports Svc | Owns companies we recommend for divestment | 6 | 4 | 8 | 6 | X | Large Blend |
| MMZOX | MassMutual Equity Opports Y | Owns companies we recommend for divestment | 6 | 4 | 8 | 6 | X | Large Blend |
| NOLVX | Northern Large Cap Value | Owns companies we recommend for divestment | 6 | 4 | 8 | 8 | X | Large Value |
| EPLPX | NYLI Epoch U.S. Equity Yield Class A | Owns companies we recommend for divestment | 6 | 4 | 9 | 7 | X | Large Value |
| EPLKX | NYLI Epoch U.S. Equity Yield Class C | Owns companies we recommend for divestment | 6 | 4 | 9 | 7 | X | Large Value |
| EPLCX | NYLI Epoch U.S. Equity Yield Class I | Owns companies we recommend for divestment | 6 | 4 | 9 | 7 | X | Large Value |
| EPLDX | NYLI Epoch U.S. Equity Yield Class R6 | Owns companies we recommend for divestment | 6 | 4 | 9 | 7 | X | Large Value |
| EPLIX | NYLI Epoch U.S. Equity Yield Inv Class | Owns companies we recommend for divestment | 6 | 4 | 9 | 7 | X | Large Value |
| EPLMX | NYLI Epoch U.S. Equity Yield SIMPLE Cl | Owns companies we recommend for divestment | 6 | 4 | 9 | 7 | X | Large Value |
| POSKX | PRIMECAP Odyssey Stock | Owns companies we recommend for divestment | 6 | 4 | 13 | 8 | X | Large Blend |
| PY | Principal Value ETF | Owns companies we recommend for divestment | 6 | 4 | 7 | 5 | X | Large Value |
| 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 |
| 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 |
| PNBAX | Virtus NFJ Large-Cap Value A | Owns companies we recommend for divestment | 6 | 4 | 7 | 10 | X | Large Value |
| PNBCX | Virtus NFJ Large-Cap Value C | Owns companies we recommend for divestment | 6 | 4 | 7 | 10 | X | Large Value |
| ANVIX | Virtus NFJ Large-Cap Value Fund Inst | Owns companies we recommend for divestment | 6 | 4 | 7 | 10 | X | Large Value |
| VAAGX | Virtus NFJ Large-Cap Value R6 | Owns companies we recommend for divestment | 6 | 4 | 7 | 10 | X | Large Value |
| APIE | ActivePassive International Equity ETF | Owns companies we recommend for divestment | 7 | 4 | 15 | 6 | X | Foreign Large Blend |
| QLVD | FlexShares Dev Mks ex-US Qual Lw Vol ETF | Owns companies we recommend for divestment | 7 | 4 | 7 | 3 | X | Foreign Large Blend |
| IVLU | iShares Edge MSCI Intl Value Factor ETF | Owns companies we recommend for divestment | 7 | 4 | 17 | 5 | X | Foreign Large Value |
| NWJCX | Nationwide NYSE Arca Tech 100 Idx A | Owns companies we recommend for divestment | 7 | 4 | 12 | 11 | X | Large Growth |
| NWJFX | Nationwide NYSE Arca Tech 100 Idx InsSvc | Owns companies we recommend for divestment | 7 | 4 | 12 | 11 | X | Large Growth |
| NWJEX | Nationwide NYSE Arca Tech 100 Idx R6 | Owns companies we recommend for divestment | 7 | 4 | 12 | 11 | X | Large Growth |
| OFVIX | O'Shaughnessy Market Leaders Value I | Owns companies we recommend for divestment | 7 | 4 | 9 | 5 | X | Large Value |
| RLACX | Russell Inv US Small Cap Equity A | Owns companies we recommend for divestment | 7 | 4 | 9 | 5 | X | Small Blend |
| RLECX | Russell Inv US Small Cap Equity C | Owns companies we recommend for divestment | 7 | 4 | 9 | 5 | X | Small Blend |
| RUNTX | Russell Inv US Small Cap Equity M | Owns companies we recommend for divestment | 7 | 4 | 9 | 5 | X | Small Blend |
| RSCRX | Russell Inv US Small Cap Equity R6 | Owns companies we recommend for divestment | 7 | 4 | 9 | 5 | X | Small Blend |
| RLESX | Russell Inv US Small Cap Equity S | Owns companies we recommend for divestment | 7 | 4 | 9 | 5 | X | Small Blend |
| REBYX | Russell Inv US Small Cap Equity Y | Owns companies we recommend for divestment | 7 | 4 | 9 | 5 | X | Small Blend |
| EFAV | iShares MSCI EAFE Min Vol Factor ETF | Owns companies we recommend for divestment | 8 | 4 | 11 | 5 | X | Foreign Large Blend |
| NTSI | WisdomTree International Efficnt Cr ETF | Owns companies we recommend for divestment | 8 | 4 | 19 | 7 | X | Global Allocation |
| FDEV | Fidelity International Multifactor ETF | Owns companies we recommend for divestment | 9 | 4 | 9 | 4 | X | Foreign Large Blend |
| GMWEX | GuideMark® World ex-US Service | Owns companies we recommend for divestment | 9 | 4 | 22 | 7 | X | Foreign Large Blend |
| DILRX | DFA International Large Cap Growth | Owns companies we recommend for divestment | 11 | 4 | 22 | 6 | X | Foreign Large Growth |
| HAPI | Harbor Human Capital Factor US LrgCapETF | Owns companies we recommend for divestment | 11 | 4 | 14 | 9 | X | Large Blend |
| JHMD | JHancock Multifactor Developed Intl ETF | Owns companies we recommend for divestment | 11 | 4 | 25 | 9 | X | Foreign Large Blend |
| GSIE | Goldman Sachs ActiveBeta® Intl Eq ETF | Owns companies we recommend for divestment | 12 | 4 | 25 | 10 | X | Foreign Large Blend |
| PTIN | Pacer Trendpilot International ETF | Owns companies we recommend for divestment | 12 | 4 | 25 | 8 | X | Foreign Large Blend |
| RTITX | Russell Inv Multifactor Intl Eq M | Owns companies we recommend for divestment | 12 | 4 | 24 | 9 | X | Foreign Large Value |
| RTIRX | Russell Inv Multifactor Intl Eq R6 | Owns companies we recommend for divestment | 12 | 4 | 24 | 9 | X | Foreign Large Value |
| RTISX | Russell Inv Multifactor Intl Eq S | Owns companies we recommend for divestment | 12 | 4 | 24 | 9 | X | Foreign Large Value |
| RTIYX | Russell Inv Multifactor Intl Eq Y | Owns companies we recommend for divestment | 12 | 4 | 24 | 9 | X | Foreign Large Value |
| DWM | WisdomTree International Equity ETF | Owns companies we recommend for divestment | 12 | 4 | 30 | 10 | X | Foreign Large Value |
| VIHAX | Vanguard Intl Hi Div Yld Adm | Owns companies we recommend for divestment | 13 | 4 | 29 | 4 | X | Foreign Large Value |
| VYMI | Vanguard Intl Hi Div Yld Idx ETF | Owns companies we recommend for divestment | 13 | 4 | 29 | 4 | X | Foreign Large Value |
| DDWM | WisdomTree Dynamic Ccy Hdgd Intl Eq ETF | Owns companies we recommend for divestment | 19 | 4 | 41 | 9 | X | Foreign Large Value |
| FSISX | Fidelity SAI International Sm Cp Idx | Owns companies we recommend for divestment | 26 | 4 | 41 | 2 | X | Foreign Small/Mid Blend |
| HSCZ | iShares Currency Hdgd MSCI EAFE SmCp ETF | Owns companies we recommend for divestment | 26 | 4 | 42 | 2 | X | Foreign Small/Mid Blend |
| SCZ | iShares MSCI EAFE Small-Cap ETF | Owns companies we recommend for divestment | 26 | 4 | 42 | 2 | X | Foreign Small/Mid Blend |
| SAWG | AAM Sawgrass U.S. Lg Cp Qual Gr ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 4 | 3 | X | Large Blend |
| TWCAX | American Century Select A | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 6 | 5 | X | Large Growth |
| ACSLX | American Century Select C | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 6 | 5 | X | Large Growth |
| ASLDX | American Century Select G | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 6 | 5 | X | Large Growth |
| TWSIX | American Century Select I | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 6 | 5 | X | Large Growth |
| TWCIX | American Century Select Inv | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 6 | 5 | X | Large Growth |
| ASERX | American Century Select R | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 6 | 5 | X | Large Growth |
| ASLGX | American Century Select R5 | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 6 | 5 | X | Large Growth |
| ASDEX | American Century Select R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 6 | 5 | X | Large Growth |
| ASLWX | American Century Select Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 6 | 5 | X | Large Growth |
| TWUAX | American Century Ultra® A | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 4 | 5 | X | Large Growth |
| TWCCX | American Century Ultra® C | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 4 | 5 | X | Large Growth |
| AULNX | American Century Ultra® G | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 4 | 5 | X | Large Growth |
| TWUIX | American Century Ultra® I | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 4 | 5 | X | Large Growth |
| TWCUX | American Century Ultra® Inv | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 4 | 5 | X | Large Growth |
| AULRX | American Century Ultra® R | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 4 | 5 | X | Large Growth |
| AULGX | American Century Ultra® R5 | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 4 | 5 | X | Large Growth |
| AULDX | American Century Ultra® R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 4 | 5 | X | Large Growth |
| AULYX | American Century Ultra® Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 4 | 5 | X | Large Growth |
| AFAVX | AMG River Road Focused Absolute Value I | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 1 | 0 | X | Mid-Cap Value |
| ARRFX | AMG River Road Focused Absolute Value N | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 1 | 0 | X | Mid-Cap Value |
| ARRZX | AMG River Road Focused Absolute Value Z | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 1 | 0 | X | Mid-Cap Value |
| MEQFX | AMG River Road Large Cap Value Select I | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 1 | 1 | X | Large Blend |
| FQUAX | AMG River Road Large Cap Value Select N | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 1 | 1 | X | Large Blend |
| BGRWX | Barrett Growth Retail | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 2 | 5 | X | Large Growth |
| BBLIX | BBH Select Series - Large Cap | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 3 | 4 | X | Large Growth |
| DREVX | BNY Mellon Large Cap Securities Inc | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 3 | 4 | X | Large Growth |
| DTCAX | BNY Mellon Sust US Equity A | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 2 | 5 | V | Large Blend |
| DTCCX | BNY Mellon Sust US Equity C | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 2 | 5 | V | Large Blend |
| DRTCX | BNY Mellon Sust US Equity I | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 2 | 5 | V | Large Blend |
| DTCYX | BNY Mellon Sust US Equity Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 2 | 5 | V | Large Blend |
| DRTHX | BNY Mellon Sustainable US Eq Fd Z | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 2 | 5 | V | Large Blend |
| WSEFX | Boston Trust Walden Equity | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 4 | 4 | V | Large Blend |
| BRGIX | Bridges Investment Fund | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 4 | 5 | X | Large Growth |
| DHANX | Centre American Select Equity Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 4 | 4 | X | Large Blend |
| DHAMX | Centre American Select Equity Inv | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 4 | 4 | X | Large Blend |
| CMLIX | Congress Large Cap Growth Institutional | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 4 | 6 | X | Large Growth |
| CAMLX | Congress Large Cap Growth Retail | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 4 | 6 | X | Large Growth |
| DAVPX | Davenport Core Leaders Fund | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 3 | 4 | X | Large Blend |
| RPEAX | Davis Opportunity A | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 3 | 3 | X | Large Value |
| DGOCX | Davis Opportunity C | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 3 | 3 | X | Large Value |
| DGOYX | Davis Opportunity Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 3 | 3 | X | Large Value |
| DUSA | Davis Select US Equity ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 3 | 2 | X | Large Value |
| DWLD | Davis Select Worldwide ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 3 | 2 | X | Global Large-Stock Blend |
| EWMCX | Evercore Equity | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 3 | 6 | X | Large Blend |
| FDAGX | Fidelity Advisor Consumer Staples A | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 0 | 0 | X | Consumer Defensive |
| FDCGX | Fidelity Advisor Consumer Staples C | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 0 | 0 | X | Consumer Defensive |
| FDIGX | Fidelity Advisor Consumer Staples I | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 0 | 0 | X | Consumer Defensive |
| FDTGX | Fidelity Advisor Consumer Staples M | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 0 | 0 | X | Consumer Defensive |
| FIJCX | Fidelity Advisor Consumer Staples Z | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 0 | 0 | X | Consumer Defensive |
| FOTDX | Fidelity Advisor OTC A | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 8 | 6 | X | Large Growth |
| FOTGX | Fidelity Advisor OTC C | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 8 | 6 | X | Large Growth |
| FOTHX | Fidelity Advisor OTC I | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 8 | 6 | X | Large Growth |
| FOTEX | Fidelity Advisor OTC M | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 8 | 6 | X | Large Growth |
| FOTJX | Fidelity Advisor OTC Z | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 8 | 6 | X | Large Growth |
| FOCPX | Fidelity OTC | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 8 | 6 | X | Large Growth |
| FOCKX | Fidelity OTC K | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 8 | 6 | X | Large Growth |
| FOKFX | Fidelity OTC K6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 8 | 6 | X | Large Growth |
| FDFAX | Fidelity Select Consumer Staples Port | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 0 | 0 | X | Consumer Defensive |
| FSRPX | Fidelity Select Retailing | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 1 | 1 | X | Consumer Cyclical |
| FEVAX | First Eagle US A | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 4 | 4 | X | Moderately Aggressive Allocation |
| FEVCX | First Eagle US C | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 4 | 4 | X | Moderately Aggressive Allocation |
| FEVIX | First Eagle US I | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 4 | 4 | X | Moderately Aggressive Allocation |
| FEVRX | First Eagle US R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 4 | 4 | X | Moderately Aggressive Allocation |
| QDVSX | Fisher IIG ESG Stck for Ret Plns | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 4 | 5 | V | Global Large-Stock Growth |
| GGRAX | Goldman Sachs Strategic Growth A | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 4 | 6 | X | Large Growth |
| GGRCX | Goldman Sachs Strategic Growth C | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 4 | 6 | X | Large Growth |
| GSTIX | Goldman Sachs Strategic Growth Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 4 | 6 | X | Large Growth |
| GSTTX | Goldman Sachs Strategic Growth Inv | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 4 | 6 | X | Large Growth |
| GSPPX | Goldman Sachs Strategic Growth P | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 4 | 6 | X | Large Growth |
| GSTRX | Goldman Sachs Strategic Growth R | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 4 | 6 | X | Large Growth |
| GGRUX | Goldman Sachs Strategic Growth R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 4 | 6 | X | Large Growth |
| GSTSX | Goldman Sachs Strategic Growth Svc | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 4 | 6 | X | Large Growth |
| GCBLX | Green Century Balanced | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 3 | 3 | V | Moderate Allocation |
| GCBUX | Green Century Balanced Institutional | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 3 | 3 | V | Moderate Allocation |
| PXGAX | Impax US Sustainable Economy A | Owns companies we recommend for divestment | 0 | 5 | 5 | 5 | V | Large Blend |
| PWGIX | Impax US Sustainable Economy Instl | Owns companies we recommend for divestment | 0 | 5 | 5 | 5 | V | Large Blend |
| PXWGX | Impax US Sustainable Economy Investor | Owns companies we recommend for divestment | 0 | 5 | 5 | 5 | V | Large Blend |
| RSPD | Invesco S&P 500® Equal Wt Cnsm Disc ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 6 | 3 | X | Consumer Cyclical |
| BLCR | iShares Large Cap Core Active ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 3 | 3 | X | Large Blend |
| JHJAX | JHancock ESG Large Cap Core A | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 1 | 4 | V | Large Blend |
| JHJCX | JHancock ESG Large Cap Core C | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 1 | 4 | V | Large Blend |
| JHJIX | JHancock ESG Large Cap Core I | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 1 | 4 | V | Large Blend |
| JHJRX | JHancock ESG Large Cap Core R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 1 | 4 | V | Large Blend |
| JHAAX | JHancock Multi-Asset Absolute Return A | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 6 | 4 | X | Tactical Allocation |
| JHACX | JHancock Multi-Asset Absolute Return C | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 6 | 4 | X | Tactical Allocation |
| JHAIX | JHancock Multi-Asset Absolute Return I | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 6 | 4 | X | Tactical Allocation |
| JHancock Multi-Asset Absolute Return NAV | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 6 | 4 | X | Tactical Allocation |
| JHARX | JHancock Multi-Asset Absolute Return R2 | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 6 | 4 | X | Tactical Allocation |
| JHASX | JHancock Multi-Asset Absolute Return R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 6 | 4 | X | Tactical Allocation |
| MEFOX | Meehan Focus | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 3 | 5 | X | Large Blend |
| PBLAX | Principal Blue Chip A | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 4 | 5 | X | Large Growth |
| PBLCX | Principal Blue Chip C | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 4 | 5 | X | Large Growth |
| PBCKX | Principal Blue Chip Institutional | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 4 | 5 | X | Large Growth |
| PBCJX | Principal Blue Chip J | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 4 | 5 | X | Large Growth |
| PGBEX | Principal Blue Chip R3 | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 4 | 5 | X | Large Growth |
| PGBGX | Principal Blue Chip R5 | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 4 | 5 | X | Large Growth |
| PGBHX | Principal Blue Chip R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 4 | 5 | X | Large Growth |
| PSET | Principal Quality ETF | Owns companies we recommend for divestment | 0 | 5 | 7 | 7 | X | Large Blend |
| ANEW | ProShares MSCI Trnsfmtnl Chngs ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 7 | 4 | X | Large Growth |
| HSUAX | Rational Dynamic Brands A | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 3 | 4 | X | Large Growth |
| HSUCX | Rational Dynamic Brands C | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 3 | 4 | X | Large Growth |
| HSUTX | Rational Dynamic Brands Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 3 | 4 | X | Large Growth |
| SLGYX | Saratoga Large Capitalization Growth A | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 5 | 5 | X | Large Growth |
| SLGCX | Saratoga Large Capitalization Growth C | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 5 | 5 | X | Large Growth |
| SLCGX | Saratoga Large Capitalization Growth I | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 5 | 5 | X | Large Growth |
| SLADX | Selected American Shares D | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 4 | 3 | X | Large Value |
| SLASX | Selected American Shares S | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 4 | 3 | X | Large Value |
| XRT | SPDR® S&P Retail ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 2 | 1 | X | Consumer Cyclical |
| XLY | The Consumer Discret Sel SectSPDR® ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 6 | 3 | X | Consumer Cyclical |
| VOLMX | Volumetric | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 3 | 5 | X | Large Blend |
| VNUAX | Vontobel U.S. Equity A | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 4 | 6 | X | Large Blend |
| VNUIX | Vontobel U.S. Equity Institutional | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 4 | 6 | X | Large Blend |
| VNUYX | Vontobel U.S. Equity Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 4 | 6 | X | Large Blend |
| AGRFX | AB Growth A | Owns companies we recommend for divestment | 1 | 5 | 3 | 4 | X | Large Growth |
| AGRYX | AB Growth Advisor | Owns companies we recommend for divestment | 1 | 5 | 3 | 4 | X | Large Growth |
| AGRCX | AB Growth C | Owns companies we recommend for divestment | 1 | 5 | 3 | 4 | X | Large Growth |
| AGFIX | AB Growth I | Owns companies we recommend for divestment | 1 | 5 | 3 | 4 | X | Large Growth |
| LRGC | AB US Large Cap Strategic Equities ETF | Owns companies we recommend for divestment | 1 | 5 | 3 | 5 | X | Large Blend |
| AQLGX | Alta Quality Growth Institutional | Owns companies we recommend for divestment | 1 | 5 | 3 | 5 | X | Large Growth |
| BTBFX | Boston Trust Asset Management | Owns companies we recommend for divestment | 1 | 5 | 5 | 4 | V | Moderately Aggressive Allocation |
| BTEFX | Boston Trust Equity | Owns companies we recommend for divestment | 1 | 5 | 4 | 4 | V | Large Blend |
| EEQAX | BTS Enhanced Equity Income A | Owns companies we recommend for divestment | 1 | 5 | 5 | 5 | X | Large Value |
| EEQIX | BTS Enhanced Equity Income I | Owns companies we recommend for divestment | 1 | 5 | 5 | 5 | X | Large Value |
| CSIFX | Calvert Balanced A | Owns companies we recommend for divestment | 1 | 5 | 3 | 7 | V | Moderate Allocation |
| CSGCX | Calvert Balanced C | Owns companies we recommend for divestment | 1 | 5 | 3 | 7 | V | Moderate Allocation |
| CBAIX | Calvert Balanced I | Owns companies we recommend for divestment | 1 | 5 | 3 | 7 | V | Moderate Allocation |
| CBARX | Calvert Balanced R6 | Owns companies we recommend for divestment | 1 | 5 | 3 | 7 | V | Moderate Allocation |
| CPEAX | Catalyst Dynamic Alpha A | Owns companies we recommend for divestment | 1 | 5 | 3 | 4 | X | Large Blend |
| CPECX | Catalyst Dynamic Alpha C | Owns companies we recommend for divestment | 1 | 5 | 3 | 4 | X | Large Blend |
| CPEIX | Catalyst Dynamic Alpha I | Owns companies we recommend for divestment | 1 | 5 | 3 | 4 | X | Large Blend |
| DRDAX | Dearborn Partners Rising Dividend A | Owns companies we recommend for divestment | 1 | 5 | 2 | 3 | X | Large Blend |
| DRDCX | Dearborn Partners Rising Dividend C | Owns companies we recommend for divestment | 1 | 5 | 2 | 3 | X | Large Blend |
| DRDIX | Dearborn Partners Rising Dividend I | Owns companies we recommend for divestment | 1 | 5 | 2 | 3 | X | Large Blend |
| SDGAX | DWS Capital Growth A | Owns companies we recommend for divestment | 1 | 5 | 4 | 9 | X | Large Growth |
| SDGCX | DWS Capital Growth C | Owns companies we recommend for divestment | 1 | 5 | 4 | 9 | X | Large Growth |
| SDGTX | DWS Capital Growth Institutional | Owns companies we recommend for divestment | 1 | 5 | 4 | 9 | X | Large Growth |
| SDGZX | DWS Capital Growth R6 | Owns companies we recommend for divestment | 1 | 5 | 4 | 9 | X | Large Growth |
| SCGSX | DWS Capital Growth S | Owns companies we recommend for divestment | 1 | 5 | 4 | 9 | X | Large Growth |
| DESAX | DWS ESG Core Equity A | Owns companies we recommend for divestment | 1 | 5 | 5 | 4 | V | Large Blend |
| DESCX | DWS ESG Core Equity C | Owns companies we recommend for divestment | 1 | 5 | 5 | 4 | V | Large Blend |
| DESGX | DWS ESG Core Equity Institutional | Owns companies we recommend for divestment | 1 | 5 | 5 | 4 | V | Large Blend |
| DESRX | DWS ESG Core Equity R | Owns companies we recommend for divestment | 1 | 5 | 5 | 4 | V | Large Blend |
| DESUX | DWS ESG Core Equity R6 | Owns companies we recommend for divestment | 1 | 5 | 5 | 4 | V | Large Blend |
| DESSX | DWS ESG Core Equity S | Owns companies we recommend for divestment | 1 | 5 | 5 | 4 | V | Large Blend |
| SGGAX | DWS Large Cap Focus Growth A | Owns companies we recommend for divestment | 1 | 5 | 3 | 7 | X | Large Growth |
| SGGCX | DWS Large Cap Focus Growth C | Owns companies we recommend for divestment | 1 | 5 | 3 | 7 | X | Large Growth |
| SGGIX | DWS Large Cap Focus Growth Inst | Owns companies we recommend for divestment | 1 | 5 | 3 | 7 | X | Large Growth |
| SCQGX | DWS Large Cap Focus Growth S | Owns companies we recommend for divestment | 1 | 5 | 3 | 7 | X | Large Growth |
| FCNAX | Fidelity Advisor Consumer Discret A | Owns companies we recommend for divestment | 1 | 5 | 4 | 3 | X | Consumer Cyclical |
| FCECX | Fidelity Advisor Consumer Discret C | 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 |
| FACPX | Fidelity Advisor Consumer Discret M | Owns companies we recommend for divestment | 1 | 5 | 4 | 3 | X | Consumer Cyclical |
| FIJZX | Fidelity Advisor Consumer Discret Z | Owns companies we recommend for divestment | 1 | 5 | 4 | 3 | X | Consumer Cyclical |
| FUQIX | Fidelity SAI US Quality Index | Owns companies we recommend for divestment | 1 | 5 | 5 | 4 | X | Large Growth |
| FSCPX | Fidelity Select Consumer Discret Port | Owns companies we recommend for divestment | 1 | 5 | 4 | 3 | X | Consumer Cyclical |
| SHRY | First Trust Bloomberg Shld Yld ETF | Owns companies we recommend for divestment | 1 | 5 | 4 | 4 | X | Large Value |
| FFOG | Franklin Focused Growth ETF | Owns companies we recommend for divestment | 1 | 5 | 3 | 5 | X | Large Growth |
| FICEX | Frost Growth Equity Inst | Owns companies we recommend for divestment | 1 | 5 | 6 | 5 | X | Large Growth |
| FACEX | Frost Growth Equity Investor | Owns companies we recommend for divestment | 1 | 5 | 6 | 5 | X | Large Growth |
| GGCAX | Gabelli Growth A | Owns companies we recommend for divestment | 1 | 5 | 5 | 4 | X | Large Growth |
| GABGX | Gabelli Growth AAA | Owns companies we recommend for divestment | 1 | 5 | 5 | 4 | X | Large Growth |
| GGCCX | Gabelli Growth C | Owns companies we recommend for divestment | 1 | 5 | 5 | 4 | X | Large Growth |
| GGCIX | Gabelli Growth I | Owns companies we recommend for divestment | 1 | 5 | 5 | 4 | X | Large Growth |
| GSRAX | Goldman Sachs Rising Dividend Gr A | Owns companies we recommend for divestment | 1 | 5 | 2 | 4 | X | Large Value |
| GSRCX | Goldman Sachs Rising Dividend Gr C | Owns companies we recommend for divestment | 1 | 5 | 2 | 4 | X | Large Value |
| GSRLX | Goldman Sachs Rising Dividend Gr Instl | Owns companies we recommend for divestment | 1 | 5 | 2 | 4 | X | Large Value |
| GSRIX | Goldman Sachs Rising Dividend Gr Inv | Owns companies we recommend for divestment | 1 | 5 | 2 | 4 | X | Large Value |
| GMHPX | Goldman Sachs Rising Dividend Gr P | Owns companies we recommend for divestment | 1 | 5 | 2 | 4 | X | Large Value |
| GSRRX | Goldman Sachs Rising Dividend Gr R | Owns companies we recommend for divestment | 1 | 5 | 2 | 4 | X | Large Value |
| GSRFX | Goldman Sachs Rising Dividend Gr R6 | Owns companies we recommend for divestment | 1 | 5 | 2 | 4 | X | Large Value |
| GAGVX | Goldman Sachs U.S. Equity ESG A | Owns companies we recommend for divestment | 1 | 5 | 3 | 6 | V | Large Blend |
| GCGVX | Goldman Sachs U.S. Equity ESG C | Owns companies we recommend for divestment | 1 | 5 | 3 | 6 | V | Large Blend |
| GINGX | Goldman Sachs U.S. Equity ESG Ins | Owns companies we recommend for divestment | 1 | 5 | 3 | 6 | V | Large Blend |
| GIRGX | Goldman Sachs U.S. Equity ESG Inv | Owns companies we recommend for divestment | 1 | 5 | 3 | 6 | V | Large Blend |
| GALPX | Goldman Sachs U.S. Equity ESG P | Owns companies we recommend for divestment | 1 | 5 | 3 | 6 | V | Large Blend |
| GRGVX | Goldman Sachs U.S. Equity ESG R | Owns companies we recommend for divestment | 1 | 5 | 3 | 6 | V | Large Blend |
| GDEUX | Goldman Sachs U.S. Equity ESG R6 | Owns companies we recommend for divestment | 1 | 5 | 3 | 6 | V | Large Blend |
| GQRIX | GQG Partners Global Quality Equity Instl | Owns companies we recommend for divestment | 1 | 5 | 3 | 5 | X | Global Large-Stock Growth |
| GQRPX | GQG Partners Global Quality Equity Inv | Owns companies we recommend for divestment | 1 | 5 | 3 | 5 | X | Global Large-Stock Growth |
| GQRRX | GQG Partners Global Quality Equity R6 | Owns companies we recommend for divestment | 1 | 5 | 3 | 5 | X | Global Large-Stock Growth |
| GQEIX | GQG Partners US Select Quality Eq Instl | Owns companies we recommend for divestment | 1 | 5 | 3 | 5 | X | Large Blend |
| GQEPX | GQG Partners US Select Quality Eq Inv | Owns companies we recommend for divestment | 1 | 5 | 3 | 5 | X | Large Blend |
| GQERX | GQG Partners US Select Quality Eq R6 | Owns companies we recommend for divestment | 1 | 5 | 3 | 5 | X | Large Blend |
| HDPBX | Hodges Blue Chip Equity Income Retail | Owns companies we recommend for divestment | 1 | 5 | 4 | 2 | X | Large Blend |
| HWAAX | Hotchkis & Wiley Value Opps A | Owns companies we recommend for divestment | 1 | 5 | 4 | 4 | X | Mid-Cap Value |
| HWACX | Hotchkis & Wiley Value Opps C | Owns companies we recommend for divestment | 1 | 5 | 4 | 4 | X | Mid-Cap Value |
| HWAIX | Hotchkis & Wiley Value Opps Instl | Owns companies we recommend for divestment | 1 | 5 | 4 | 4 | X | Mid-Cap Value |
| HWAZX | Hotchkis & Wiley Value Opps Z | Owns companies we recommend for divestment | 1 | 5 | 4 | 4 | X | Mid-Cap Value |
| OPTFX | Invesco Discovery Large Cap A | Owns companies we recommend for divestment | 1 | 5 | 3 | 5 | X | Large Growth |
| OTFCX | Invesco Discovery Large Cap C | Owns companies we recommend for divestment | 1 | 5 | 3 | 5 | X | Large Growth |
| OTCNX | Invesco Discovery Large Cap R | Owns companies we recommend for divestment | 1 | 5 | 3 | 5 | X | Large Growth |
| CPTUX | Invesco Discovery Large Cap R5 | Owns companies we recommend for divestment | 1 | 5 | 3 | 5 | X | Large Growth |
| OPTIX | Invesco Discovery Large Cap R6 | Owns companies we recommend for divestment | 1 | 5 | 3 | 5 | X | Large Growth |
| OTCYX | Invesco Discovery Large Cap Y | Owns companies we recommend for divestment | 1 | 5 | 3 | 5 | X | Large Growth |
| QQMG | Invesco ESG NASDAQ 100 ETF | Owns companies we recommend for divestment | 1 | 5 | 9 | 5 | V | Large Growth |
| PBJ | Invesco Food & Beverage ETF | Owns companies we recommend for divestment | 1 | 5 | 0 | 1 | X | Consumer Defensive |
| JLGAX | JAG Large Cap Growth A | Owns companies we recommend for divestment | 1 | 5 | 3 | 5 | X | Large Growth |
| JLGIX | JAG Large Cap Growth I | Owns companies we recommend for divestment | 1 | 5 | 3 | 5 | X | Large Growth |
| JGRRX | JAG Large Cap Growth R | Owns companies we recommend for divestment | 1 | 5 | 3 | 5 | X | Large Growth |
| SVBAX | JHancock Balanced A | Owns companies we recommend for divestment | 1 | 5 | 4 | 3 | X | Moderate Allocation |
| SVBCX | JHancock Balanced C | Owns companies we recommend for divestment | 1 | 5 | 4 | 3 | X | Moderate Allocation |
| SVBIX | JHancock Balanced I | Owns companies we recommend for divestment | 1 | 5 | 4 | 3 | X | Moderate Allocation |
| JBATX | JHancock Balanced R2 | Owns companies we recommend for divestment | 1 | 5 | 4 | 3 | X | Moderate Allocation |
| JBAFX | JHancock Balanced R4 | Owns companies we recommend for divestment | 1 | 5 | 4 | 3 | X | Moderate Allocation |
| JBAVX | JHancock Balanced R5 | Owns companies we recommend for divestment | 1 | 5 | 4 | 3 | X | Moderate Allocation |
| JBAWX | JHancock Balanced R6 | Owns companies we recommend for divestment | 1 | 5 | 4 | 3 | X | Moderate Allocation |
| JIBCX | JHancock Blue Chip Growth 1 | Owns companies we recommend for divestment | 1 | 5 | 6 | 5 | X | Large Growth |
| JBGAX | JHancock Blue Chip Growth A | Owns companies we recommend for divestment | 1 | 5 | 6 | 5 | X | Large Growth |
| JBGCX | JHancock Blue Chip Growth C | Owns companies we recommend for divestment | 1 | 5 | 6 | 5 | X | Large Growth |
| JHBCX | JHancock Blue Chip Growth NAV | Owns companies we recommend for divestment | 1 | 5 | 6 | 5 | X | Large Growth |
| JPEF | JPMorgan Equity Focus ETF | Owns companies we recommend for divestment | 1 | 5 | 5 | 4 | X | Large Blend |
| JUEAX | JPMorgan US Equity A | Owns companies we recommend for divestment | 1 | 5 | 5 | 4 | X | Large Blend |
| JUECX | JPMorgan US Equity C | Owns companies we recommend for divestment | 1 | 5 | 5 | 4 | X | Large Blend |
| JUESX | JPMorgan US Equity I | Owns companies we recommend for divestment | 1 | 5 | 5 | 4 | X | Large Blend |
| JMUEX | JPMorgan US Equity L | Owns companies we recommend for divestment | 1 | 5 | 5 | 4 | X | Large Blend |
| JUEZX | JPMorgan US Equity R2 | Owns companies we recommend for divestment | 1 | 5 | 5 | 4 | X | Large Blend |
| JUEPX | JPMorgan US Equity R3 | Owns companies we recommend for divestment | 1 | 5 | 5 | 4 | X | Large Blend |
| JUEQX | JPMorgan US Equity R4 | Owns companies we recommend for divestment | 1 | 5 | 5 | 4 | X | Large Blend |
| JUSRX | JPMorgan US Equity R5 | Owns companies we recommend for divestment | 1 | 5 | 5 | 4 | X | Large Blend |
| JUEMX | JPMorgan US Equity R6 | Owns companies we recommend for divestment | 1 | 5 | 5 | 4 | X | Large Blend |
| LKBLX | LK Balanced Institutional | Owns companies we recommend for divestment | 1 | 5 | 2 | 3 | X | Moderately Aggressive Allocation |
| LGRRX | Loomis Sayles Growth A | Owns companies we recommend for divestment | 1 | 5 | 6 | 6 | X | Large Growth |
| LGRCX | Loomis Sayles Growth C | Owns companies we recommend for divestment | 1 | 5 | 6 | 6 | X | Large Growth |
| LGRNX | Loomis Sayles Growth N | Owns companies we recommend for divestment | 1 | 5 | 6 | 6 | X | Large Growth |
| LSGRX | Loomis Sayles Growth Y | Owns companies we recommend for divestment | 1 | 5 | 6 | 6 | X | Large Growth |
| WLGAX | Macquarie Large Cap Growth Fund A | Owns companies we recommend for divestment | 1 | 5 | 5 | 8 | X | Large Growth |
| WLGCX | Macquarie Large Cap Growth Fund C | Owns companies we recommend for divestment | 1 | 5 | 5 | 8 | X | Large Growth |
| IYGIX | Macquarie Large Cap Growth Fund I | Owns companies we recommend for divestment | 1 | 5 | 5 | 8 | X | Large Growth |
| WLGRX | Macquarie Large Cap Growth Fund R | Owns companies we recommend for divestment | 1 | 5 | 5 | 8 | X | Large Growth |
| ILGRX | Macquarie Large Cap Growth Fund R6 | Owns companies we recommend for divestment | 1 | 5 | 5 | 8 | X | Large Growth |
| WLGYX | Macquarie Large Cap Growth Fund Y | Owns companies we recommend for divestment | 1 | 5 | 5 | 8 | X | Large Growth |
| MPGFX | Mairs & Power Growth | Owns companies we recommend for divestment | 1 | 5 | 3 | 5 | X | Large Blend |
| MPGVX | Mondrian Global Equity Value | Owns companies we recommend for divestment | 1 | 5 | 8 | 5 | X | Global Large-Stock Value |
| MYIFX | Monetta Young Investor Growth | Owns companies we recommend for divestment | 1 | 5 | 5 | 5 | X | Large Growth |
| NWAUX | Nationwide GQG US Quality Eq A | Owns companies we recommend for divestment | 1 | 5 | 3 | 5 | X | Large Blend |
| NWAYX | Nationwide GQG US Quality Eq Eagle | Owns companies we recommend for divestment | 1 | 5 | 3 | 5 | X | Large Blend |
| NWAWX | Nationwide GQG US Quality Eq Instl Ser | Owns companies we recommend for divestment | 1 | 5 | 3 | 5 | X | Large Blend |
| NWAVX | Nationwide GQG US Quality Eq R6 | Owns companies we recommend for divestment | 1 | 5 | 3 | 5 | X | Large Blend |
| NWZLX | Nationwide Loomis All Cap Gr A | Owns companies we recommend for divestment | 1 | 5 | 6 | 5 | X | Large Growth |
| NWADX | Nationwide Loomis All Cap Gr Eagle | Owns companies we recommend for divestment | 1 | 5 | 6 | 5 | X | Large Growth |
| NWZNX | Nationwide Loomis All Cap Gr Instl Svc | Owns companies we recommend for divestment | 1 | 5 | 6 | 5 | X | Large Growth |
| NWZMX | Nationwide Loomis All Cap Gr R6 | Owns companies we recommend for divestment | 1 | 5 | 6 | 5 | X | Large Growth |
| NICSX | Nicholas | Owns companies we recommend for divestment | 1 | 5 | 3 | 6 | X | Large Growth |
| SPFAX | PGIM Jennison Focused Growth A | Owns companies we recommend for divestment | 1 | 5 | 6 | 4 | X | Large Growth |
| SPFCX | PGIM Jennison Focused Growth C | Owns companies we recommend for divestment | 1 | 5 | 6 | 4 | X | Large Growth |
| PSGQX | PGIM Jennison Focused Growth R6 | Owns companies we recommend for divestment | 1 | 5 | 6 | 4 | X | Large Growth |
| SPFZX | PGIM Jennison Focused Growth Z | Owns companies we recommend for divestment | 1 | 5 | 6 | 4 | X | Large Growth |
| POAGX | PRIMECAP Odyssey Aggressive Growth | Owns companies we recommend for divestment | 1 | 5 | 7 | 5 | X | Mid-Cap Growth |
| RIVBX | Riverbridge Growth Institutional | Owns companies we recommend for divestment | 1 | 5 | 4 | 6 | X | Large Growth |
| RIVRX | Riverbridge Growth Investor | Owns companies we recommend for divestment | 1 | 5 | 4 | 6 | X | Large Growth |
| RYLSX | Rydex Leisure A | Owns companies we recommend for divestment | 1 | 5 | 4 | 2 | X | Consumer Cyclical |
| RYLCX | Rydex Leisure C | Owns companies we recommend for divestment | 1 | 5 | 4 | 2 | X | Consumer Cyclical |
| RYLAX | Rydex Leisure H | Owns companies we recommend for divestment | 1 | 5 | 4 | 2 | X | Consumer Cyclical |
| RYLIX | Rydex Leisure Inv | Owns companies we recommend for divestment | 1 | 5 | 4 | 2 | X | Consumer Cyclical |
| SSGFX | Sextant Growth | Owns companies we recommend for divestment | 1 | 5 | 4 | 4 | X | Large Growth |
| SGZFX | Sextant Growth Z | Owns companies we recommend for divestment | 1 | 5 | 4 | 4 | X | Large Growth |
| TRBCX | T. Rowe Price Blue Chip Growth | Owns companies we recommend for divestment | 1 | 5 | 6 | 5 | X | Large Growth |
| PABGX | T. Rowe Price Blue Chip Growth Advisor | Owns companies we recommend for divestment | 1 | 5 | 6 | 5 | X | Large Growth |
| TCHP | T. Rowe Price Blue Chip Growth ETF | Owns companies we recommend for divestment | 1 | 5 | 6 | 5 | X | Large Growth |
| TBCIX | T. Rowe Price Blue Chip Growth I | Owns companies we recommend for divestment | 1 | 5 | 6 | 5 | X | Large Growth |
| RRBGX | T. Rowe Price Blue Chip Growth R | Owns companies we recommend for divestment | 1 | 5 | 6 | 5 | X | Large Growth |
| TRZBX | T. Rowe Price Blue Chip Growth Z | Owns companies we recommend for divestment | 1 | 5 | 6 | 5 | X | Large Growth |
| TGRT | T. Rowe Price Growth ETF | Owns companies we recommend for divestment | 1 | 5 | 5 | 5 | X | Large Growth |
| TPLGX | T. Rowe Price Instl Large Cap Core Gr | Owns companies we recommend for divestment | 1 | 5 | 6 | 5 | X | Large Growth |
| FOBAX | Tributary Balanced Instl | Owns companies we recommend for divestment | 1 | 5 | 6 | 5 | X | Moderate Allocation |
| FOBPX | Tributary Balanced Instl Plus | Owns companies we recommend for divestment | 1 | 5 | 6 | 5 | X | Moderate Allocation |
| USAAX | Victory Growth | Owns companies we recommend for divestment | 1 | 5 | 6 | 6 | X | Large Growth |
| UIGRX | Victory Growth Institutional | Owns companies we recommend for divestment | 1 | 5 | 6 | 6 | X | Large Growth |
| RSGGX | Victory RS Global A | Owns companies we recommend for divestment | 1 | 5 | 9 | 4 | X | Global Large-Stock Blend |
| RGGCX | Victory RS Global C | Owns companies we recommend for divestment | 1 | 5 | 9 | 4 | X | Global Large-Stock Blend |
| RGGKX | Victory RS Global R | Owns companies we recommend for divestment | 1 | 5 | 9 | 4 | X | Global Large-Stock Blend |
| RGGRX | Victory RS Global R6 | Owns companies we recommend for divestment | 1 | 5 | 9 | 4 | X | Global Large-Stock Blend |
| RGGYX | Victory RS Global Y | Owns companies we recommend for divestment | 1 | 5 | 9 | 4 | X | Global Large-Stock Blend |
| WSACX | Wellington Shields All-Cap Instl | Owns companies we recommend for divestment | 1 | 5 | 7 | 6 | X | Large Growth |
| AMFEX | AAMA Equity | Owns companies we recommend for divestment | 2 | 5 | 6 | 5 | X | Large Blend |
| AWAAX | AB Wealth Appreciation Strategy A | Owns companies we recommend for divestment | 2 | 5 | 4 | 5 | X | Global Large-Stock Blend |
| AWAYX | AB Wealth Appreciation Strategy Advisor | Owns companies we recommend for divestment | 2 | 5 | 4 | 5 | X | Global Large-Stock Blend |
| AWACX | AB Wealth Appreciation Strategy C | Owns companies we recommend for divestment | 2 | 5 | 4 | 5 | X | Global Large-Stock Blend |
| EGOAX | Allspring Large Cap Core A | Owns companies we recommend for divestment | 2 | 5 | 2 | 5 | X | Large Blend |
| WFLLX | Allspring Large Cap Core Admin | Owns companies we recommend for divestment | 2 | 5 | 2 | 5 | X | Large Blend |
| EGOCX | Allspring Large Cap Core C | Owns companies we recommend for divestment | 2 | 5 | 2 | 5 | X | Large Blend |
| EGOIX | Allspring Large Cap Core Inst | Owns companies we recommend for divestment | 2 | 5 | 2 | 5 | X | Large Blend |
| EGORX | Allspring Large Cap Core R6 | Owns companies we recommend for divestment | 2 | 5 | 2 | 5 | X | Large Blend |
| BLYAX | American Beacon Man Lg Cp Growth A | Owns companies we recommend for divestment | 2 | 5 | 6 | 4 | X | Large Growth |
| BLYCX | American Beacon Man Lg Cp Growth C | Owns companies we recommend for divestment | 2 | 5 | 6 | 4 | X | Large Growth |
| BLYPX | American Beacon Man Lg Cp Growth Inv | Owns companies we recommend for divestment | 2 | 5 | 6 | 4 | X | Large Growth |
| BRLGX | American Beacon Man Lg Cp Growth R5 | Owns companies we recommend for divestment | 2 | 5 | 6 | 4 | X | Large Growth |
| BLYRX | American Beacon Man Lg Cp Growth R6 | Owns companies we recommend for divestment | 2 | 5 | 6 | 4 | X | Large Growth |
| BLYYX | American Beacon Man Lg Cp Growth Y | Owns companies we recommend for divestment | 2 | 5 | 6 | 4 | X | Large Growth |
| TCRAX | American Century Growth A | Owns companies we recommend for divestment | 2 | 5 | 7 | 6 | X | Large Growth |
| TWRCX | American Century Growth C | Owns companies we recommend for divestment | 2 | 5 | 7 | 6 | X | Large Growth |
| ACIHX | American Century Growth G | Owns companies we recommend for divestment | 2 | 5 | 7 | 6 | X | Large Growth |
| TWGIX | American Century Growth I | Owns companies we recommend for divestment | 2 | 5 | 7 | 6 | X | Large Growth |
| TWCGX | American Century Growth Inv | Owns companies we recommend for divestment | 2 | 5 | 7 | 6 | X | Large Growth |
| AGWRX | American Century Growth R | Owns companies we recommend for divestment | 2 | 5 | 7 | 6 | X | Large Growth |
| AGWUX | American Century Growth R5 | Owns companies we recommend for divestment | 2 | 5 | 7 | 6 | X | Large Growth |
| AGRDX | American Century Growth R6 | Owns companies we recommend for divestment | 2 | 5 | 7 | 6 | X | Large Growth |
| AGYWX | American Century Growth Y | Owns companies we recommend for divestment | 2 | 5 | 7 | 6 | X | Large Growth |
| ACGR | American Century Large Cap Growth ETF | Owns companies we recommend for divestment | 2 | 5 | 7 | 7 | V | Large Growth |
| ARSKX | Archer Stock | Owns companies we recommend for divestment | 2 | 5 | 7 | 6 | X | Large Blend |
| ARALX | Aristotle Core Eq A | Owns companies we recommend for divestment | 2 | 5 | 7 | 5 | X | Large Blend |
| ARILX | Aristotle Core Eq I | Owns companies we recommend for divestment | 2 | 5 | 7 | 5 | X | Large Blend |
| AILLX | Aristotle Core Equity I-2 | Owns companies we recommend for divestment | 2 | 5 | 7 | 5 | X | Large Blend |
| DGIGX | BNY Mellon Appreciation I | Owns companies we recommend for divestment | 2 | 5 | 5 | 3 | X | Large Growth |
| DGAGX | BNY Mellon Appreciation Investor | Owns companies we recommend for divestment | 2 | 5 | 5 | 3 | X | Large Growth |
| DGYGX | BNY Mellon Appreciation Y | Owns companies we recommend for divestment | 2 | 5 | 5 | 3 | X | Large Growth |
| CAGEX | Calamos Global Equity A | Owns companies we recommend for divestment | 2 | 5 | 7 | 3 | X | Global Large-Stock Growth |
| CCGEX | Calamos Global Equity C | Owns companies we recommend for divestment | 2 | 5 | 7 | 3 | X | Global Large-Stock Growth |
| CIGEX | Calamos Global Equity I | Owns companies we recommend for divestment | 2 | 5 | 7 | 3 | X | Global Large-Stock Growth |
| CGEOX | Calamos Global Equity R6 | Owns companies we recommend for divestment | 2 | 5 | 7 | 3 | X | Global Large-Stock Growth |
| CVLOX | Calamos Global Opportunities A | Owns companies we recommend for divestment | 2 | 5 | 7 | 3 | X | Global Allocation |
| CVLCX | Calamos Global Opportunities C | Owns companies we recommend for divestment | 2 | 5 | 7 | 3 | X | Global Allocation |
| CGCIX | Calamos Global Opportunities I | Owns companies we recommend for divestment | 2 | 5 | 7 | 3 | X | Global Allocation |
| LEGAX | Columbia Large Cap Growth A | Owns companies we recommend for divestment | 2 | 5 | 6 | 5 | X | Large Growth |
| LEGCX | Columbia Large Cap Growth C | Owns companies we recommend for divestment | 2 | 5 | 6 | 5 | X | Large Growth |
| CLGEX | Columbia Large Cap Growth E | Owns companies we recommend for divestment | 2 | 5 | 6 | 5 | X | Large Growth |
| GEGTX | Columbia Large Cap Growth Inst | Owns companies we recommend for divestment | 2 | 5 | 6 | 5 | X | Large Growth |
| CLWFX | Columbia Large Cap Growth Inst2 | Owns companies we recommend for divestment | 2 | 5 | 6 | 5 | X | Large Growth |
| CGFYX | Columbia Large Cap Growth Inst3 | Owns companies we recommend for divestment | 2 | 5 | 6 | 5 | X | Large Growth |
| CGWRX | Columbia Large Cap Growth R | Owns companies we recommend for divestment | 2 | 5 | 6 | 5 | X | Large Growth |
| GEGDX | Columbia Large Cap Growth S | Owns companies we recommend for divestment | 2 | 5 | 6 | 5 | X | Large Growth |
| NSGAX | Columbia Select Large Cap Equity A | Owns companies we recommend for divestment | 2 | 5 | 7 | 6 | X | Large Blend |
| NSGCX | Columbia Select Large Cap Equity C | Owns companies we recommend for divestment | 2 | 5 | 7 | 6 | X | Large Blend |
| NSEPX | Columbia Select Large Cap Equity Inst | Owns companies we recommend for divestment | 2 | 5 | 7 | 6 | X | Large Blend |
| CLCRX | Columbia Select Large Cap Equity Inst2 | Owns companies we recommend for divestment | 2 | 5 | 7 | 6 | X | Large Blend |
| CLEYX | Columbia Select Large Cap Equity Inst3 | Owns companies we recommend for divestment | 2 | 5 | 7 | 6 | X | Large Blend |
| NSEAX | Columbia Select Large Cap Equity S | Owns companies we recommend for divestment | 2 | 5 | 7 | 6 | X | Large Blend |
| DBALX | Davenport Balanced Income | Owns companies we recommend for divestment | 2 | 5 | 2 | 1 | X | Moderate Allocation |
| DVIPX | Davenport Value & Income | Owns companies we recommend for divestment | 2 | 5 | 2 | 1 | X | Large Value |
| KTCAX | DWS Science and Technology A | Owns companies we recommend for divestment | 2 | 5 | 5 | 9 | X | Technology |
| KTCCX | DWS Science and Technology C | Owns companies we recommend for divestment | 2 | 5 | 5 | 9 | X | Technology |
| KTCIX | DWS Science and Technology Inst | Owns companies we recommend for divestment | 2 | 5 | 5 | 9 | X | Technology |
| KTCSX | DWS Science and Technology S | Owns companies we recommend for divestment | 2 | 5 | 5 | 9 | X | Technology |
| EUSM | Eventide US Market ETF | Owns companies we recommend for divestment | 2 | 5 | 4 | 5 | X | Large Blend |
| KLCAX | Federated Hermes Kaufmann Large Cap A | Owns companies we recommend for divestment | 2 | 5 | 5 | 5 | X | Large Growth |
| KLCCX | Federated Hermes Kaufmann Large Cap C | Owns companies we recommend for divestment | 2 | 5 | 5 | 5 | X | Large Growth |
| KLCIX | Federated Hermes Kaufmann Large Cap IS | Owns companies we recommend for divestment | 2 | 5 | 5 | 5 | X | Large Growth |
| KLCKX | Federated Hermes Kaufmann Large Cap R | Owns companies we recommend for divestment | 2 | 5 | 5 | 5 | X | Large Growth |
| KLCSX | Federated Hermes Kaufmann Large Cap R6 | Owns companies we recommend for divestment | 2 | 5 | 5 | 5 | X | Large Growth |
| FTXO | First Trust Nasdaq Bank ETF | Owns companies we recommend for divestment | 2 | 5 | 0 | 5 | X | Financial |
| DVOL | FirstTrustDorseyWrightMomt&LwVolatil ETF | Owns companies we recommend for divestment | 2 | 5 | 2 | 3 | X | Large Blend |
| FMCX | FMC Excelsior Focus Equity ETF | Owns companies we recommend for divestment | 2 | 5 | 3 | 4 | X | Large Blend |
| FKGRX | Franklin Growth A | Owns companies we recommend for divestment | 2 | 5 | 8 | 8 | X | Large Growth |
| FCGAX | Franklin Growth Adv | Owns companies we recommend for divestment | 2 | 5 | 8 | 8 | X | Large Growth |
| FRGSX | Franklin Growth C | Owns companies we recommend for divestment | 2 | 5 | 8 | 8 | X | Large Growth |
| FGSRX | Franklin Growth R | Owns companies we recommend for divestment | 2 | 5 | 8 | 8 | X | Large Growth |
| FIFRX | Franklin Growth R6 | Owns companies we recommend for divestment | 2 | 5 | 8 | 8 | X | Large Growth |
| QLTY | GMO U.S. Quality ETF | Owns companies we recommend for divestment | 2 | 5 | 4 | 7 | X | Large Blend |
| QQH | HCM Defender 100 Index ETF | Owns companies we recommend for divestment | 2 | 5 | 10 | 5 | X | Large Growth |
| ISMD | Inspire Small/Mid Cap ETF | Owns companies we recommend for divestment | 2 | 5 | 2 | 7 | X | Small Blend |
| MSIGX | Invesco Main Street A | Owns companies we recommend for divestment | 2 | 5 | 5 | 5 | X | Large Blend |
| MIGCX | Invesco Main Street C | Owns companies we recommend for divestment | 2 | 5 | 5 | 5 | X | Large Blend |
| OMGNX | Invesco Main Street R | Owns companies we recommend for divestment | 2 | 5 | 5 | 5 | X | Large Blend |
| MSJFX | Invesco Main Street R5 | Owns companies we recommend for divestment | 2 | 5 | 5 | 5 | X | Large Blend |
| OMSIX | Invesco Main Street R6 | Owns companies we recommend for divestment | 2 | 5 | 5 | 5 | X | Large Blend |
| MIGYX | Invesco Main Street Y | Owns companies we recommend for divestment | 2 | 5 | 5 | 5 | X | Large Blend |
| ITYAX | Invesco Technology A | Owns companies we recommend for divestment | 2 | 5 | 4 | 6 | X | Technology |
| ITHCX | Invesco Technology C | Owns companies we recommend for divestment | 2 | 5 | 4 | 6 | X | Technology |
| FTCHX | Invesco Technology Investor | Owns companies we recommend for divestment | 2 | 5 | 4 | 6 | X | Technology |
| FTPIX | Invesco Technology R5 | Owns companies we recommend for divestment | 2 | 5 | 4 | 6 | X | Technology |
| FTPSX | Invesco Technology R6 | Owns companies we recommend for divestment | 2 | 5 | 4 | 6 | X | Technology |
| ITYYX | Invesco Technology Y | Owns companies we recommend for divestment | 2 | 5 | 4 | 6 | X | Technology |
| QUAL | iShares MSCI USA Quality Factor ETF | Owns companies we recommend for divestment | 2 | 5 | 5 | 5 | X | Large Blend |
| QTOP | iShares Nasdaq Top 30 Stocks ETF | Owns companies we recommend for divestment | 2 | 5 | 8 | 5 | X | Large Growth |
| IAT | iShares US Regional Banks ETF | Owns companies we recommend for divestment | 2 | 5 | 0 | 5 | X | Financial |
| JHFEX | JHancock Fundamental Equity Inc I | Owns companies we recommend for divestment | 2 | 5 | 5 | 6 | X | Large Value |
| JHGEX | JHancock Global Equity A | Owns companies we recommend for divestment | 2 | 5 | 5 | 5 | X | Global Large-Stock Value |
| JGECX | JHancock Global Equity C | Owns companies we recommend for divestment | 2 | 5 | 5 | 5 | X | Global Large-Stock Value |
| JGEFX | JHancock Global Equity I | Owns companies we recommend for divestment | 2 | 5 | 5 | 5 | X | Global Large-Stock Value |
| JHancock Global Equity NAV | Owns companies we recommend for divestment | 2 | 5 | 5 | 5 | X | Global Large-Stock Value |
| JGERX | JHancock Global Equity R2 | Owns companies we recommend for divestment | 2 | 5 | 5 | 5 | X | Global Large-Stock Value |
| JGETX | JHancock Global Equity R4 | Owns companies we recommend for divestment | 2 | 5 | 5 | 5 | X | Global Large-Stock Value |
| JGEMX | JHancock Global Equity R6 | Owns companies we recommend for divestment | 2 | 5 | 5 | 5 | X | Global Large-Stock Value |
| 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 |
| JNL/Loomis Sayles Global Growth A | Owns companies we recommend for divestment | 2 | 5 | 4 | 4 | X | Global Large-Stock Growth |
| JNL/Loomis Sayles Global Growth I | Owns companies we recommend for divestment | 2 | 5 | 4 | 4 | X | Global Large-Stock Growth |
| JNL/WMC Balanced A | Owns companies we recommend for divestment | 2 | 5 | 6 | 5 | X | Moderate Allocation |
| JNL/WMC Balanced I | Owns companies we recommend for divestment | 2 | 5 | 6 | 5 | X | Moderate Allocation |
| KCGIX | Knights of Columbus Large Cap Growth I | Owns companies we recommend for divestment | 2 | 5 | 6 | 5 | X | Large Growth |
| KCGSX | Knights of Columbus Large Cap Growth S | Owns companies we recommend for divestment | 2 | 5 | 6 | 5 | X | Large Growth |
| LSAGX | Loomis Sayles Global Growth A | Owns companies we recommend for divestment | 2 | 5 | 4 | 4 | X | Global Large-Stock Growth |
| LSCGX | Loomis Sayles Global Growth C | Owns companies we recommend for divestment | 2 | 5 | 4 | 4 | X | Global Large-Stock Growth |
| LSNGX | Loomis Sayles Global Growth N | Owns companies we recommend for divestment | 2 | 5 | 4 | 4 | X | Global Large-Stock Growth |
| LSGGX | Loomis Sayles Global Growth Y | Owns companies we recommend for divestment | 2 | 5 | 4 | 4 | X | Global Large-Stock Growth |
| LGLAX | Lord Abbett Growth Leaders A | Owns companies we recommend for divestment | 2 | 5 | 4 | 5 | X | Large Growth |
| LGLCX | Lord Abbett Growth Leaders C | Owns companies we recommend for divestment | 2 | 5 | 4 | 5 | X | Large Growth |
| LGLFX | Lord Abbett Growth Leaders F | Owns companies we recommend for divestment | 2 | 5 | 4 | 5 | X | Large Growth |
| LGLOX | Lord Abbett Growth Leaders F3 | Owns companies we recommend for divestment | 2 | 5 | 4 | 5 | X | Large Growth |
| LGLIX | Lord Abbett Growth Leaders I | Owns companies we recommend for divestment | 2 | 5 | 4 | 5 | X | Large Growth |
| LGLQX | Lord Abbett Growth Leaders R2 | Owns companies we recommend for divestment | 2 | 5 | 4 | 5 | X | Large Growth |
| LGLRX | Lord Abbett Growth Leaders R3 | Owns companies we recommend for divestment | 2 | 5 | 4 | 5 | X | Large Growth |
| LGLSX | Lord Abbett Growth Leaders R4 | Owns companies we recommend for divestment | 2 | 5 | 4 | 5 | X | Large Growth |
| LGLUX | Lord Abbett Growth Leaders R5 | Owns companies we recommend for divestment | 2 | 5 | 4 | 5 | X | Large Growth |
| LGLVX | Lord Abbett Growth Leaders R6 | Owns companies we recommend for divestment | 2 | 5 | 4 | 5 | X | Large Growth |
| IBNAX | Macquarie Balanced Fund Class A | Owns companies we recommend for divestment | 2 | 5 | 5 | 8 | X | Moderate Allocation |
| IBNCX | Macquarie Balanced Fund Class C | Owns companies we recommend for divestment | 2 | 5 | 5 | 8 | X | Moderate Allocation |
| IYBIX | Macquarie Balanced Fund Class I | Owns companies we recommend for divestment | 2 | 5 | 5 | 8 | X | Moderate Allocation |
| IYBFX | Macquarie Balanced Fund Class R | Owns companies we recommend for divestment | 2 | 5 | 5 | 8 | X | Moderate Allocation |
| IBARX | Macquarie Balanced Fund Class R6 | Owns companies we recommend for divestment | 2 | 5 | 5 | 8 | X | Moderate Allocation |
| IBNYX | Macquarie Balanced Fund Class Y | Owns companies we recommend for divestment | 2 | 5 | 5 | 8 | X | Moderate Allocation |
| MAPOX | Mairs & Power Balanced | Owns companies we recommend for divestment | 2 | 5 | 3 | 4 | X | Moderate Allocation |
| MPGAX | MassMutual Disciplined Gr A | Owns companies we recommend for divestment | 2 | 5 | 5 | 7 | X | Large Growth |
| MPGLX | MassMutual Disciplined Gr Adm | Owns companies we recommend for divestment | 2 | 5 | 5 | 7 | X | Large Growth |
| MPDIX | MassMutual Disciplined Gr I | Owns companies we recommend for divestment | 2 | 5 | 5 | 7 | X | Large Growth |
| MPDRX | MassMutual Disciplined Gr R3 | Owns companies we recommend for divestment | 2 | 5 | 5 | 7 | X | Large Growth |
| MPDGX | MassMutual Disciplined Gr R4 | Owns companies we recommend for divestment | 2 | 5 | 5 | 7 | X | Large Growth |
| MPGSX | MassMutual Disciplined Gr R5 | Owns companies we recommend for divestment | 2 | 5 | 5 | 7 | X | Large Growth |
| DEIGX | MassMutual Disciplined Gr Svc | Owns companies we recommend for divestment | 2 | 5 | 5 | 7 | X | Large Growth |
| MMNYX | MassMutual Disciplined Gr Y | Owns companies we recommend for divestment | 2 | 5 | 5 | 7 | X | Large Growth |
| MUOAX | Morgan Stanley Instl US Core A | Owns companies we recommend for divestment | 2 | 5 | 4 | 3 | X | Large Blend |
| MUOCX | Morgan Stanley Instl US Core C | Owns companies we recommend for divestment | 2 | 5 | 4 | 3 | X | Large Blend |
| MUOIX | Morgan Stanley Instl US Core I | Owns companies we recommend for divestment | 2 | 5 | 4 | 3 | X | Large Blend |
| MUOSX | Morgan Stanley Instl US Core R6 | Owns companies we recommend for divestment | 2 | 5 | 4 | 3 | X | Large Blend |
| CZMSX | Multi-Manager Small Cap Eq Strat Inst | Owns companies we recommend for divestment | 2 | 5 | 4 | 6 | X | Small Blend |
| NUSC | Nuveen ESG Small-Cap ETF | Owns companies we recommend for divestment | 2 | 5 | 3 | 6 | V | Small Blend |
| PJDAX | PGIM Jennison Rising Dividend A | Owns companies we recommend for divestment | 2 | 5 | 5 | 3 | X | Large Blend |
| PJDCX | PGIM Jennison Rising Dividend C | Owns companies we recommend for divestment | 2 | 5 | 5 | 3 | X | Large Blend |
| PJDQX | PGIM Jennison Rising Dividend R6 | Owns companies we recommend for divestment | 2 | 5 | 5 | 3 | X | Large Blend |
| PJDZX | PGIM Jennison Rising Dividend Z | Owns companies we recommend for divestment | 2 | 5 | 5 | 3 | X | Large Blend |
| AOBLX | Pioneer Balanced ESG A | Owns companies we recommend for divestment | 2 | 5 | 5 | 5 | V | Moderate Allocation |
| PCBCX | Pioneer Balanced ESG C | Owns companies we recommend for divestment | 2 | 5 | 5 | 5 | V | Moderate Allocation |
| PCBKX | Pioneer Balanced ESG K | Owns companies we recommend for divestment | 2 | 5 | 5 | 5 | V | Moderate Allocation |
| CBPRX | Pioneer Balanced ESG R | Owns companies we recommend for divestment | 2 | 5 | 5 | 5 | V | Moderate Allocation |
| AYBLX | Pioneer Balanced ESG Y | Owns companies we recommend for divestment | 2 | 5 | 5 | 5 | V | Moderate Allocation |
| GLOSX | Pioneer Global Sustainable Equity A | Owns companies we recommend for divestment | 2 | 5 | 5 | 4 | V | Global Large-Stock Value |
| GCSLX | Pioneer Global Sustainable Equity C | Owns companies we recommend for divestment | 2 | 5 | 5 | 4 | V | Global Large-Stock Value |
| PGEKX | Pioneer Global Sustainable Equity K | Owns companies we recommend for divestment | 2 | 5 | 5 | 4 | V | Global Large-Stock Value |
| PRGEX | Pioneer Global Sustainable Equity R | Owns companies we recommend for divestment | 2 | 5 | 5 | 4 | V | Global Large-Stock Value |
| PGSYX | Pioneer Global Sustainable Equity Y | Owns companies we recommend for divestment | 2 | 5 | 5 | 4 | V | Global Large-Stock Value |
| MPLAX | Praxis International Index A | Owns companies we recommend for divestment | 2 | 5 | 13 | 9 | V | Foreign Large Blend |
| MPLIX | Praxis International Index I | Owns companies we recommend for divestment | 2 | 5 | 13 | 9 | V | Foreign Large Blend |
| RPNLX | RiverPark/Next Century Lg Gr Inst | Owns companies we recommend for divestment | 2 | 5 | 4 | 5 | X | Large Growth |
| RPNRX | RiverPark/Next Century Lg Gr Retl | Owns companies we recommend for divestment | 2 | 5 | 4 | 5 | X | Large Growth |
| SRFMX | Sarofim Equity | Owns companies we recommend for divestment | 2 | 5 | 5 | 3 | X | Large Blend |
| SWANX | Schwab Core Equity | Owns companies we recommend for divestment | 2 | 5 | 8 | 7 | X | Large Blend |
| SWLSX | Schwab Large-Cap Growth | Owns companies we recommend for divestment | 2 | 5 | 8 | 7 | X | Large Growth |
| WIMVX | Segall Bryant & Hamill Glb All Cp Inst | Owns companies we recommend for divestment | 2 | 5 | 4 | 5 | X | Global Large-Stock Blend |
| WTMVX | Segall Bryant & Hamill Glb All Cp Retail | Owns companies we recommend for divestment | 2 | 5 | 4 | 5 | X | Global Large-Stock Blend |
| SECAX | SEI Small Cap II A (SIIT) | Owns companies we recommend for divestment | 2 | 5 | 4 | 9 | X | Small Blend |
| KBE | SPDR® S&P Bank ETF | Owns companies we recommend for divestment | 2 | 5 | 0 | 5 | X | Financial |
| KRE | SPDR® S&P Regional Banking ETF | Owns companies we recommend for divestment | 2 | 5 | 0 | 5 | X | Financial |
| PRSCX | T. Rowe Price Science & Tech | Owns companies we recommend for divestment | 2 | 5 | 8 | 8 | X | Technology |
| PASTX | T. Rowe Price Science & Tech Adv | Owns companies we recommend for divestment | 2 | 5 | 8 | 8 | X | Technology |
| TSNIX | T. Rowe Price Science & Tech I | Owns companies we recommend for divestment | 2 | 5 | 8 | 8 | X | Technology |
| TRULX | T. Rowe Price US Large-Cap Core | Owns companies we recommend for divestment | 2 | 5 | 4 | 8 | X | Large Blend |
| PAULX | T. Rowe Price US Large-Cap Core Adv | Owns companies we recommend for divestment | 2 | 5 | 4 | 8 | X | Large Blend |
| RCLIX | T. Rowe Price US Large-Cap Core I | Owns companies we recommend for divestment | 2 | 5 | 4 | 8 | X | Large Blend |
| TRZLX | T. Rowe Price US Large-Cap Core Z | Owns companies we recommend for divestment | 2 | 5 | 4 | 8 | X | Large Blend |
| TOCQX | Tocqueville | Owns companies we recommend for divestment | 2 | 5 | 7 | 3 | X | Large Blend |
| VEGN | US Vegan Climate ETF | Owns companies we recommend for divestment | 2 | 5 | 8 | 9 | V | Large Growth |
| VHCAX | Vanguard Capital Opportunity Adm | Owns companies we recommend for divestment | 2 | 5 | 9 | 8 | X | Large Blend |
| VHCOX | Vanguard Capital Opportunity Inv | Owns companies we recommend for divestment | 2 | 5 | 9 | 8 | X | Large Blend |
| STCIX | Virtus Silvant Large-Cap Growth Stk A | Owns companies we recommend for divestment | 2 | 5 | 7 | 6 | X | Large Growth |
| STCAX | Virtus Silvant Large-Cap Growth Stk I | Owns companies we recommend for divestment | 2 | 5 | 7 | 6 | X | Large Growth |
| STCZX | Virtus Silvant Large-Cap Growth Stk R6 | Owns companies we recommend for divestment | 2 | 5 | 7 | 6 | X | Large Growth |
| WAYFX | Waycross Focused Core Equity Fund | Owns companies we recommend for divestment | 2 | 5 | 6 | 3 | X | Large Blend |
| WBIF | WBI BullBear Value 3000 ETF | Owns companies we recommend for divestment | 2 | 5 | 3 | 3 | X | Tactical Allocation |
| WLTG | WealthTrust DBS Long Term Growth ETF | Owns companies we recommend for divestment | 2 | 5 | 4 | 5 | X | Large Blend |
| QGRW | WisdomTree U.S. Quality Growth ETF | Owns companies we recommend for divestment | 2 | 5 | 6 | 5 | X | Large Growth |
| SNPG | Xtrackers S&P 500 Growth Scrd & Scrn ETF | Owns companies we recommend for divestment | 2 | 5 | 6 | 4 | V | Large Growth |
| 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 |
| MRLSX | AMG Renaissance Large Cap Growth I | Owns companies we recommend for divestment | 3 | 5 | 6 | 7 | X | Large Growth |
| MRLTX | AMG Renaissance Large Cap Growth N | Owns companies we recommend for divestment | 3 | 5 | 6 | 7 | X | Large Growth |
| MRLIX | AMG Renaissance Large Cap Growth Z | Owns companies we recommend for divestment | 3 | 5 | 6 | 7 | X | Large Growth |
| YACKX | AMG Yacktman I | Owns companies we recommend for divestment | 3 | 5 | 5 | 5 | X | Large Value |
| AVCNX | Avantis® U.S. Small Cap Value G | Owns companies we recommend for divestment | 3 | 5 | 2 | 6 | X | Small Value |
| AVUVX | Avantis® U.S. Small Cap Value Instl | Owns companies we recommend for divestment | 3 | 5 | 2 | 6 | X | Small Value |
| BVEIX | Becker Value Equity Institutional | Owns companies we recommend for divestment | 3 | 5 | 8 | 6 | X | Large Value |
| BVEFX | Becker Value Equity Retail | Owns companies we recommend for divestment | 3 | 5 | 8 | 6 | X | Large Value |
| MASPX | BlackRock Advantage SMID Cap Instl | Owns companies we recommend for divestment | 3 | 5 | 4 | 5 | X | Small Blend |
| MDSPX | BlackRock Advantage SMID Cap Inv A | Owns companies we recommend for divestment | 3 | 5 | 4 | 5 | X | Small Blend |
| MCSPX | BlackRock Advantage SMID Cap Inv C | Owns companies we recommend for divestment | 3 | 5 | 4 | 5 | X | Small Blend |
| MKSPX | BlackRock Advantage SMID Cap K | Owns companies we recommend for divestment | 3 | 5 | 4 | 5 | X | Small Blend |
| MRSPX | BlackRock Advantage SMID Cap R | Owns companies we recommend for divestment | 3 | 5 | 4 | 5 | X | Small Blend |
| BKSE | BNY Mellon US Small Cap Core Equity ETF | Owns companies we recommend for divestment | 3 | 5 | 5 | 5 | X | Small Blend |
| BRNY | Burney U.S. Factor Rotation ETF | Owns companies we recommend for divestment | 3 | 5 | 5 | 5 | X | Mid-Cap Blend |
| CHCGX | Chesapeake Growth | Owns companies we recommend for divestment | 3 | 5 | 7 | 6 | X | Large Growth |
| AWEIX | CIBC Atlas Disciplined Equity Instl | Owns companies we recommend for divestment | 3 | 5 | 9 | 7 | X | Large Blend |
| CPAI | Counterpoint Quantitative Equity ETF | Owns companies we recommend for divestment | 3 | 5 | 4 | 5 | X | Mid-Cap Blend |
| FIFNX | Fidelity Advisor Founders | Owns companies we recommend for divestment | 3 | 5 | 6 | 9 | X | Large Growth |
| FIFOX | Fidelity Advisor Founders A | Owns companies we recommend for divestment | 3 | 5 | 6 | 9 | X | Large Growth |
| FIFQX | Fidelity Advisor Founders C | Owns companies we recommend for divestment | 3 | 5 | 6 | 9 | X | Large Growth |
| FIFVX | Fidelity Advisor Founders I | Owns companies we recommend for divestment | 3 | 5 | 6 | 9 | X | Large Growth |
| FIFPX | Fidelity Advisor Founders M | Owns companies we recommend for divestment | 3 | 5 | 6 | 9 | X | Large Growth |
| FIFWX | Fidelity Advisor Founders Z | Owns companies we recommend for divestment | 3 | 5 | 6 | 9 | X | Large Growth |
| FDEQX | Fidelity Disciplined Equity | Owns companies we recommend for divestment | 3 | 5 | 9 | 8 | X | Large Growth |
| FDEKX | Fidelity Disciplined Equity K | Owns companies we recommend for divestment | 3 | 5 | 9 | 8 | X | Large Growth |
| FMILX | Fidelity New Millennium | Owns companies we recommend for divestment | 3 | 5 | 11 | 7 | X | Large Blend |
| FTRNX | Fidelity Trend | Owns companies we recommend for divestment | 3 | 5 | 4 | 6 | X | Large Growth |
| QDISX | Fisher IIG Stock for Ret Plns | Owns companies we recommend for divestment | 3 | 5 | 8 | 7 | X | Global Large-Stock Blend |
| GRNY | Fundstrat Granny Shots US Large Cap ETF | Owns companies we recommend for divestment | 3 | 5 | 6 | 6 | X | Large Blend |
| GVEYX | GuideStone Funds Value Equity Instl | Owns companies we recommend for divestment | 3 | 5 | 9 | 6 | X | Large Value |
| GVEZX | GuideStone Funds Value Equity Investor | Owns companies we recommend for divestment | 3 | 5 | 9 | 6 | X | Large Value |
| HAIAX | Hartford Core Equity A | Owns companies we recommend for divestment | 3 | 5 | 7 | 9 | X | Large Blend |
| HGICX | Hartford Core Equity C | Owns companies we recommend for divestment | 3 | 5 | 7 | 9 | X | Large Blend |
| HGIFX | Hartford Core Equity F | Owns companies we recommend for divestment | 3 | 5 | 7 | 9 | X | Large Blend |
| HGIIX | Hartford Core Equity I | Owns companies we recommend for divestment | 3 | 5 | 7 | 9 | X | Large Blend |
| HGIRX | Hartford Core Equity R3 | Owns companies we recommend for divestment | 3 | 5 | 7 | 9 | X | Large Blend |
| HGISX | Hartford Core Equity R4 | Owns companies we recommend for divestment | 3 | 5 | 7 | 9 | X | Large Blend |
| HGITX | Hartford Core Equity R5 | Owns companies we recommend for divestment | 3 | 5 | 7 | 9 | X | Large Blend |
| HAITX | Hartford Core Equity R6 | Owns companies we recommend for divestment | 3 | 5 | 7 | 9 | X | Large Blend |
| HGIYX | Hartford Core Equity Y | Owns companies we recommend for divestment | 3 | 5 | 7 | 9 | X | Large Blend |
| HIAGX | Hartford Disciplined Equity HLS IA | Owns companies we recommend for divestment | 3 | 5 | 7 | 9 | X | Large Blend |
| HBGIX | Hartford Disciplined Equity HLS IB | Owns companies we recommend for divestment | 3 | 5 | 7 | 9 | X | Large Blend |
| HLSCX | Hartford Disciplined Equity HLS IC | Owns companies we recommend for divestment | 3 | 5 | 7 | 9 | X | Large Blend |
| PWB | Invesco Large Cap Growth ETF | Owns companies we recommend for divestment | 3 | 5 | 7 | 7 | X | Large Growth |
| XT | iShares Exponential Technologies ETF | Owns companies we recommend for divestment | 3 | 5 | 7 | 7 | X | Miscellaneous Sector |
| AQLT | iShares MSCI Global Quality Factor ETF | Owns companies we recommend for divestment | 3 | 5 | 12 | 6 | X | Global Large-Stock Growth |
| TAGRX | JHancock Fundamental Large Cap Core A | Owns companies we recommend for divestment | 3 | 5 | 5 | 9 | X | Large Blend |
| JHLVX | JHancock Fundamental Large Cap Core C | Owns companies we recommend for divestment | 3 | 5 | 5 | 9 | X | Large Blend |
| JLVIX | JHancock Fundamental Large Cap Core I | Owns companies we recommend for divestment | 3 | 5 | 5 | 9 | X | Large Blend |
| JHancock Fundamental Large Cap Core NAV | Owns companies we recommend for divestment | 3 | 5 | 5 | 9 | X | Large Blend |
| JLCYX | JHancock Fundamental Large Cap Core R2 | Owns companies we recommend for divestment | 3 | 5 | 5 | 9 | X | Large Blend |
| JLCFX | JHancock Fundamental Large Cap Core R4 | Owns companies we recommend for divestment | 3 | 5 | 5 | 9 | X | Large Blend |
| JLCVX | JHancock Fundamental Large Cap Core R5 | Owns companies we recommend for divestment | 3 | 5 | 5 | 9 | X | Large Blend |
| JLCWX | JHancock Fundamental Large Cap Core R6 | Owns companies we recommend for divestment | 3 | 5 | 5 | 9 | X | Large Blend |
| JNL Multi-Manager Small Cap Value A | Owns companies we recommend for divestment | 3 | 5 | 5 | 4 | X | Small Blend |
| JNL Multi-Manager Small Cap Value I | Owns companies we recommend for divestment | 3 | 5 | 5 | 4 | X | Small Blend |
| JNL Multi-Manager U.S. Select Equity (A) | Owns companies we recommend for divestment | 3 | 5 | 5 | 5 | X | Large Growth |
| JNL Multi-Manager U.S. Select Equity (I) | Owns companies we recommend for divestment | 3 | 5 | 5 | 5 | X | Large Growth |
| 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 | 5 | 6 | X | Large Blend |
| JEQSX | Johnson Equity Income S | Owns companies we recommend for divestment | 3 | 5 | 5 | 6 | X | Large Blend |
| LSVMX | LSV US Managed Volatility Institutional | Owns companies we recommend for divestment | 3 | 5 | 8 | 4 | X | Large Value |
| LVAMX | LSV US Managed Volatility Investor | Owns companies we recommend for divestment | 3 | 5 | 8 | 4 | X | Large Value |
| MBNAX | NYLI Balanced Class A | Owns companies we recommend for divestment | 3 | 5 | 4 | 3 | X | Moderate Allocation |
| 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 |
| 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 |
| OISVX | Optimum Small-Mid Cap Value Instl | Owns companies we recommend for divestment | 3 | 5 | 7 | 7 | X | Small Value |
| TBDAX | PGIM Jennison Diversified Growth A | Owns companies we recommend for divestment | 3 | 5 | 7 | 4 | X | Large Growth |
| TBDCX | PGIM Jennison Diversified Growth C | Owns companies we recommend for divestment | 3 | 5 | 7 | 4 | X | Large Growth |
| TBDQX | PGIM Jennison Diversified Growth R6 | Owns companies we recommend for divestment | 3 | 5 | 7 | 4 | X | Large Growth |
| TBDZX | PGIM Jennison Diversified Growth Z | Owns companies we recommend for divestment | 3 | 5 | 7 | 4 | X | Large Growth |
| POGRX | PRIMECAP Odyssey Growth | Owns companies we recommend for divestment | 3 | 5 | 12 | 10 | X | Large Blend |
| CMNWX | Principal Capital Appreciation A | Owns companies we recommend for divestment | 3 | 5 | 8 | 6 | X | Large Blend |
| PWCIX | Principal Capital Appreciation Inst | Owns companies we recommend for divestment | 3 | 5 | 8 | 6 | X | Large Blend |
| PCAOX | Principal Capital Appreciation R3 | Owns companies we recommend for divestment | 3 | 5 | 8 | 6 | X | Large Blend |
| PCAQX | Principal Capital Appreciation R5 | Owns companies we recommend for divestment | 3 | 5 | 8 | 6 | X | Large Blend |
| NOBL | ProShares S&P 500 Dividend Aristocrats | Owns companies we recommend for divestment | 3 | 5 | 5 | 1 | X | Large Value |
| RYFNX | Rydex Financial Services A | Owns companies we recommend for divestment | 3 | 5 | 1 | 5 | X | Financial |
| RYFCX | Rydex Financial Services C | Owns companies we recommend for divestment | 3 | 5 | 1 | 5 | X | Financial |
| 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 |
| SBHAX | Segall Bryant & Hamill All Cap Instl | Owns companies we recommend for divestment | 3 | 5 | 5 | 6 | X | Large Blend |
| SBRAX | Segall Bryant & Hamill All Cap Ret | Owns companies we recommend for divestment | 3 | 5 | 5 | 6 | X | Large Blend |
| SLLAX | SEI Small Cap F (SIMT) | Owns companies we recommend for divestment | 3 | 5 | 6 | 9 | X | Small Blend |
| SMYFX | SEI Small Cap Y (SIMT) | Owns companies we recommend for divestment | 3 | 5 | 6 | 9 | X | Small Blend |
| PRWAX | T. Rowe Price All-Cap Opportunities Fund | Owns companies we recommend for divestment | 3 | 5 | 5 | 7 | X | Large Growth |
| PAWAX | T. Rowe Price All-Cap Opportunities-Adv | Owns companies we recommend for divestment | 3 | 5 | 5 | 7 | X | Large Growth |
| PNAIX | T. Rowe Price All-Cap Opportunities-I | Owns companies we recommend for divestment | 3 | 5 | 5 | 7 | X | Large Growth |
| PNZAX | T. Rowe Price All-Cap Opportunities-Z | Owns companies we recommend for divestment | 3 | 5 | 5 | 7 | X | Large Growth |
| WEBCX | TETON Westwood Balanced A | Owns companies we recommend for divestment | 3 | 5 | 6 | 7 | X | Moderate Allocation |
| WEBAX | TETON Westwood Balanced AAA | Owns companies we recommend for divestment | 3 | 5 | 6 | 7 | X | Moderate Allocation |
| WBCCX | TETON Westwood Balanced C | Owns companies we recommend for divestment | 3 | 5 | 6 | 7 | X | Moderate Allocation |
| WBBIX | TETON Westwood Balanced I | Owns companies we recommend for divestment | 3 | 5 | 6 | 7 | X | Moderate Allocation |
| THPGX | Thompson LargeCap | Owns companies we recommend for divestment | 3 | 5 | 7 | 3 | X | Large Value |
| VCSTX | VALIC Company I Science & Technology | Owns companies we recommend for divestment | 3 | 5 | 8 | 9 | X | Technology |
| VSEQX | Vanguard Strategic Equity Inv | Owns companies we recommend for divestment | 3 | 5 | 7 | 9 | X | Mid-Cap Blend |
| SRVEX | Victory Diversified Stock A | Owns companies we recommend for divestment | 3 | 5 | 6 | 8 | X | Large Blend |
| VDSCX | Victory Diversified Stock C | Owns companies we recommend for divestment | 3 | 5 | 6 | 8 | X | Large Blend |
| VDSIX | Victory Diversified Stock I | Owns companies we recommend for divestment | 3 | 5 | 6 | 8 | X | Large Blend |
| GRINX | Victory Diversified Stock R | Owns companies we recommend for divestment | 3 | 5 | 6 | 8 | X | Large Blend |
| VDSRX | Victory Diversified Stock R6 | Owns companies we recommend for divestment | 3 | 5 | 6 | 8 | X | Large Blend |
| VDSYX | Victory Diversified Stock Y | Owns companies we recommend for divestment | 3 | 5 | 6 | 8 | X | Large Blend |
| MNNAX | Victory Munder Multi-Cap A | Owns companies we recommend for divestment | 3 | 5 | 6 | 8 | X | Large Blend |
| MNNCX | Victory Munder Multi-Cap C | Owns companies we recommend for divestment | 3 | 5 | 6 | 8 | X | Large Blend |
| MNNYX | Victory Munder Multi-Cap Y | Owns companies we recommend for divestment | 3 | 5 | 6 | 8 | X | Large Blend |
| SSVSX | Victory Special Value A | Owns companies we recommend for divestment | 3 | 5 | 6 | 8 | X | Large Blend |
| VSVCX | Victory Special Value C | Owns companies we recommend for divestment | 3 | 5 | 6 | 8 | X | Large Blend |
| VSPIX | Victory Special Value I | Owns companies we recommend for divestment | 3 | 5 | 6 | 8 | X | Large Blend |
| VSVGX | Victory Special Value R | Owns companies we recommend for divestment | 3 | 5 | 6 | 8 | X | Large Blend |
| QSML | WisdomTree U.S. Small Cap Quality Gr | Owns companies we recommend for divestment | 3 | 5 | 4 | 4 | X | Small Blend |
| ZECP | Zacks Earnings Consistent ETF | Owns companies we recommend for divestment | 3 | 5 | 6 | 6 | X | Large Blend |
| AASRX | American Beacon Small Cap Value R6 | Owns companies we recommend for divestment | 4 | 5 | 4 | 6 | X | Small Value |
| ABSAX | American Beacon Small Cp Val A | Owns companies we recommend for divestment | 4 | 5 | 4 | 6 | X | Small Value |
| AASSX | American Beacon Small Cp Val Adv | Owns companies we recommend for divestment | 4 | 5 | 4 | 6 | X | Small Value |
| ASVCX | American Beacon Small Cp Val C | Owns companies we recommend for divestment | 4 | 5 | 4 | 6 | X | Small Value |
| AVPAX | American Beacon Small Cp Val Inv | Owns companies we recommend for divestment | 4 | 5 | 4 | 6 | X | Small Value |
| AVFIX | American Beacon Small Cp Val R5 | Owns companies we recommend for divestment | 4 | 5 | 4 | 6 | X | Small Value |
| ABSYX | American Beacon Small Cp Val Y | Owns companies we recommend for divestment | 4 | 5 | 4 | 6 | X | Small Value |
| BIEEX | BlackRock GA Dynamic Eq Instl | Owns companies we recommend for divestment | 4 | 5 | 7 | 5 | X | Global Large-Stock Blend |
| BGEEX | BlackRock GA Dynamic Eq K | Owns companies we recommend for divestment | 4 | 5 | 7 | 5 | X | Global Large-Stock Blend |
| AQEAX | Columbia Disciplined Core A | Owns companies we recommend for divestment | 4 | 5 | 9 | 5 | X | Large Blend |
| RDCEX | Columbia Disciplined Core C | Owns companies we recommend for divestment | 4 | 5 | 9 | 5 | X | Large Blend |
| CCRZX | Columbia Disciplined Core Inst | Owns companies we recommend for divestment | 4 | 5 | 9 | 5 | X | Large Blend |
| RSIPX | Columbia Disciplined Core Inst2 | Owns companies we recommend for divestment | 4 | 5 | 9 | 5 | X | Large Blend |
| CCQYX | Columbia Disciplined Core Inst3 | Owns companies we recommend for divestment | 4 | 5 | 9 | 5 | X | Large Blend |
| KAUAX | Federated Hermes Kaufmann A | Owns companies we recommend for divestment | 4 | 5 | 6 | 6 | X | Mid-Cap Growth |
| KAUCX | Federated Hermes Kaufmann C | Owns companies we recommend for divestment | 4 | 5 | 6 | 6 | X | Mid-Cap Growth |
| KAUIX | Federated Hermes Kaufmann IS | Owns companies we recommend for divestment | 4 | 5 | 6 | 6 | X | Mid-Cap Growth |
| KAUFX | Federated Hermes Kaufmann R | Owns companies we recommend for divestment | 4 | 5 | 6 | 6 | X | Mid-Cap Growth |
| FFSM | Fidelity Fundamental Small-Mid Cap ETF | Owns companies we recommend for divestment | 4 | 5 | 4 | 6 | X | Mid-Cap Blend |
| FMDGX | Fidelity Mid Cap Growth Index | Owns companies we recommend for divestment | 4 | 5 | 5 | 6 | X | Mid-Cap Growth |
| EDOW | First Trust Dow 30 Equal Weight ETF | Owns companies we recommend for divestment | 4 | 5 | 7 | 3 | X | Large Value |
| FCTR | First Trust Lunt US Factor Rotation ETF | Owns companies we recommend for divestment | 4 | 5 | 4 | 6 | X | Large Blend |
| FLQS | Franklin US Small Cap Mltfctr Idx ETF | Owns companies we recommend for divestment | 4 | 5 | 5 | 4 | X | Small Blend |
| QDIV | Global X S&P 500® Quality Dividend ETF | Owns companies we recommend for divestment | 4 | 5 | 5 | 3 | X | Large Value |
| GSGRX | Goldman Sachs Equity Income A | Owns companies we recommend for divestment | 4 | 5 | 8 | 6 | X | Large Value |
| GSGCX | Goldman Sachs Equity Income C | Owns companies we recommend for divestment | 4 | 5 | 8 | 6 | X | Large Value |
| GSIIX | Goldman Sachs Equity Income Instl | Owns companies we recommend for divestment | 4 | 5 | 8 | 6 | X | Large Value |
| GRGTX | Goldman Sachs Equity Income Inv | Owns companies we recommend for divestment | 4 | 5 | 8 | 6 | X | Large Value |
| GABPX | Goldman Sachs Equity Income P | Owns companies we recommend for divestment | 4 | 5 | 8 | 6 | X | Large Value |
| GRGRX | Goldman Sachs Equity Income R | Owns companies we recommend for divestment | 4 | 5 | 8 | 6 | X | Large Value |
| GRGUX | Goldman Sachs Equity Income R6 | Owns companies we recommend for divestment | 4 | 5 | 8 | 6 | X | Large Value |
| GSGSX | Goldman Sachs Equity Income Svc | Owns companies we recommend for divestment | 4 | 5 | 8 | 6 | X | Large Value |
| GSLAX | Goldman Sachs Large Cap Value A | Owns companies we recommend for divestment | 4 | 5 | 6 | 5 | X | Large Value |
| GSVCX | Goldman Sachs Large Cap Value C | Owns companies we recommend for divestment | 4 | 5 | 6 | 5 | X | Large Value |
| GSLIX | Goldman Sachs Large Cap Value Instl | Owns companies we recommend for divestment | 4 | 5 | 6 | 5 | X | Large Value |
| GSVTX | Goldman Sachs Large Cap Value Inv | Owns companies we recommend for divestment | 4 | 5 | 6 | 5 | X | Large Value |
| GMYPX | Goldman Sachs Large Cap Value P | Owns companies we recommend for divestment | 4 | 5 | 6 | 5 | X | Large Value |
| GSVRX | Goldman Sachs Large Cap Value R | Owns companies we recommend for divestment | 4 | 5 | 6 | 5 | X | Large Value |
| GSVUX | Goldman Sachs Large Cap Value R6 | Owns companies we recommend for divestment | 4 | 5 | 6 | 5 | X | Large Value |
| GSVSX | Goldman Sachs Large Cap Value Svc | Owns companies we recommend for divestment | 4 | 5 | 6 | 5 | X | Large Value |
| HULEX | Huber Select Large Cap Value Instl | Owns companies we recommend for divestment | 4 | 5 | 2 | 8 | X | Large Value |
| HULIX | Huber Select Large Cap Value Inv | Owns companies we recommend for divestment | 4 | 5 | 2 | 8 | X | Large Value |
| RILA | Indexperts Gorilla Aggressive Growth ETF | Owns companies we recommend for divestment | 4 | 5 | 5 | 8 | X | Large Growth |
| OARDX | Invesco Rising Dividends A | Owns companies we recommend for divestment | 4 | 5 | 6 | 8 | X | Large Blend |
| OCRDX | Invesco Rising Dividends C | Owns companies we recommend for divestment | 4 | 5 | 6 | 8 | X | Large Blend |
| ONRDX | Invesco Rising Dividends R | Owns companies we recommend for divestment | 4 | 5 | 6 | 8 | X | Large Blend |
| RSDQX | Invesco Rising Dividends R5 | Owns companies we recommend for divestment | 4 | 5 | 6 | 8 | X | Large Blend |
| OIRDX | Invesco Rising Dividends R6 | Owns companies we recommend for divestment | 4 | 5 | 6 | 8 | X | Large Blend |
| OYRDX | Invesco Rising Dividends Y | Owns companies we recommend for divestment | 4 | 5 | 6 | 8 | X | Large Blend |
| BLCV | iShares Large Cap Value Active ETF | Owns companies we recommend for divestment | 4 | 5 | 6 | 6 | X | Large Value |
| GARP | iShares MSCI USA Quality GARP ETF | Owns companies we recommend for divestment | 4 | 5 | 11 | 7 | X | Large Growth |
| IWP | iShares Russell Mid-Cap Growth ETF | Owns companies we recommend for divestment | 4 | 5 | 5 | 6 | X | Mid-Cap Growth |
| JNL/Mellon Dow Index A | Owns companies we recommend for divestment | 4 | 5 | 7 | 3 | X | Large Value |
| JNL/Mellon Dow Index I | Owns companies we recommend for divestment | 4 | 5 | 7 | 3 | X | Large Value |
| NSBAX | Nuveen Dividend Growth A | Owns companies we recommend for divestment | 4 | 5 | 5 | 4 | X | Large Blend |
| NSBCX | Nuveen Dividend Growth C | Owns companies we recommend for divestment | 4 | 5 | 5 | 4 | X | Large Blend |
| NDVG | Nuveen Dividend Growth ETF | Owns companies we recommend for divestment | 4 | 5 | 5 | 4 | X | Large Blend |
| NSBRX | Nuveen Dividend Growth I | Owns companies we recommend for divestment | 4 | 5 | 5 | 4 | X | Large Blend |
| NSBFX | Nuveen Dividend Growth R6 | Owns companies we recommend for divestment | 4 | 5 | 5 | 4 | X | Large Blend |
| PCGRX | Pioneer Mid Cap Value A | Owns companies we recommend for divestment | 4 | 5 | 5 | 4 | X | Mid-Cap Value |
| PCCGX | |
