| Alger Capital Appreciation S | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 3 | X | Large Growth |
| Janus Henderson VIT Forty Svc | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 4 | 4 | X | Large 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 |
| Janus Henderson VIT Research Svc | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 5 | X | Large Growth |
| JHancock Emerging Markets Equity NAV | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| JHancock Infrastructure NAV | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Infrastructure |
| JHancock Multi-Asset Absolute Return NAV | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 5 | 3 | X | Tactical Allocation |
| JHancock Small Cap Core NAV | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 1 | X | Small Blend |
| JHancock U.S. Growth NAV | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 4 | X | Large Growth |
| JHFunds2 Health Sciences NAV | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 1 | X | Health |
| JNL Multi-Manager Emerging Markets Eq A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 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 | 2 | 0 | X | Diversified Emerging Mkts |
| 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 | 2 | 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 | 2 | 1 | X | Foreign Large Growth |
| 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/BlackRock Large Cap Select Growth A | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 3 | X | Large Growth |
| JNL/BlackRock Large Cap Select Growth I | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 3 | X | Large Growth |
| 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 | 2 | 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 | 2 | 0 | X | Diversified Emerging Mkts |
| JNL/Harris Oakmark Global Equity A | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 4 | 7 | X | Global Large-Stock Value |
| JNL/Harris Oakmark Global Equity I | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 4 | 7 | X | Global Large-Stock Value |
| JNL/Mellon Communication Services Sect A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 3 | 3 | X | Communications |
| JNL/Mellon Communication Services Sect I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 3 | 3 | X | Communications |
| JNL/Mellon Consumer Discretionary Sect A | Owns companies in our database, but no companies we recommend for divestment | 0 | 6 | 8 | 4 | X | Consumer Cyclical |
| JNL/Mellon Consumer Discretionary Sect I | Owns companies in our database, but no companies we recommend for divestment | 0 | 6 | 8 | 4 | X | Consumer Cyclical |
| JNL/Mellon Consumers Staples Sect A | Owns companies in our database, but no companies we recommend for divestment | 0 | 6 | 0 | 0 | X | Consumer Defensive |
| JNL/Mellon Consumers Staples Sect I | Owns companies in our database, but no companies we recommend for divestment | 0 | 6 | 0 | 0 | X | Consumer Defensive |
| 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 |
| 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 Nasdaq® 100 Index A | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 8 | 4 | X | Large Growth |
| JNL/Mellon Nasdaq® 100 Index I | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 8 | 4 | X | Large Growth |
| 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 |
| Morgan Stanley Global Focus Rl Est A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| Morgan Stanley Global Focus Rl Est C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| Morgan Stanley Global Focus Rl Est I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| Morgan Stanley Global Focus Rl Est R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| Neuberger Berman AMT Sustainable Eq I | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 2 | 3 | V | Large Blend |
| Neuberger Berman AMT Sustainable Eq S | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 2 | 3 | V | Large Blend |
| Principal Origin Emerging Markets A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| Principal Origin Emerging Markets Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| Principal Origin Emerging Markets R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| Transamerica Capital Growth I2 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Large Growth |
| Transamerica Energy Infrastructure I2 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Energy Limited Partnership |
| Transamerica International Sm Cp Val I2 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Blend |
| Transamerica US Growth I2 | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 4 | 4 | X | Large Growth |
| ALPS Global Opportunity Portfolio Cl I | Owns companies we recommend for divestment | 1 | 4 | 2 | 4 | X | Global Small/Mid Stock |
| Janus Henderson VIT Glb Tech&Innvt Svc | Owns companies we recommend for divestment | 1 | 3 | 4 | 4 | X | Technology |
| Janus Henderson VIT Overseas Svc | Owns companies we recommend for divestment | 1 | 0 | 2 | 0 | X | Foreign Large Blend |
| JHancock Financial Industries NAV | Owns companies we recommend for divestment | 1 | 2 | 1 | 3 | X | Financial |
| JHancock Fundamental Global Fran NAV | Owns companies we recommend for divestment | 1 | 3 | 1 | 2 | X | Global Large-Stock Blend |
| JHancock Global Equity NAV | Owns companies we recommend for divestment | 1 | 4 | 3 | 6 | X | Global Large-Stock Value |
| JHancock Small Cap Dynamic Growth NAV | Owns companies we recommend for divestment | 1 | 1 | 1 | 2 | X | Small Growth |
| JNL Multi-Manager Intl Sm Cp A | Owns companies we recommend for divestment | 1 | 1 | 2 | 0 | X | Foreign Small/Mid Growth |
| JNL Multi-Manager Intl Sm Cp I | Owns companies we recommend for divestment | 1 | 1 | 2 | 0 | X | Foreign Small/Mid Growth |
| JNL/ClearBridge Large Cap Growth A | Owns companies we recommend for divestment | 1 | 3 | 5 | 7 | X | Large Growth |
| JNL/ClearBridge Large Cap Growth I | Owns companies we recommend for divestment | 1 | 3 | 5 | 7 | X | Large Growth |
| JNL/Invesco Small Cap Growth A | Owns companies we recommend for divestment | 1 | 0 | 1 | 1 | X | Small Growth |
| JNL/Invesco Small Cap Growth I | Owns companies we recommend for divestment | 1 | 0 | 1 | 1 | X | Small Growth |
| 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 |
| JNL/Morningstar SMID Moat Focus Index A | Owns companies we recommend for divestment | 1 | 1 | 2 | 3 | X | Mid-Cap Blend |
| JNL/Morningstar SMID Moat Focus Index I | Owns companies we recommend for divestment | 1 | 1 | 2 | 3 | X | Mid-Cap Blend |
| JNL/Newton Equity Income A | Owns companies we recommend for divestment | 1 | 4 | 4 | 5 | X | Large Value |
| JNL/Newton Equity Income I | Owns companies we recommend for divestment | 1 | 4 | 4 | 5 | X | Large 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 |
| Nationwide U.S. 130/30 Equity R6 | Owns companies we recommend for divestment | 1 | 7 | 9 | 6 | X | Large Blend |
| Thrivent Core Emerging Markets Equity | Owns companies we recommend for divestment | 1 | 0 | 5 | 0 | X | Diversified Emerging Mkts |
| Transamerica International Focus I2 | Owns companies we recommend for divestment | 1 | 0 | 3 | 0 | X | Foreign Large Growth |
| Franklin Mutual Beacon R | Owns companies we recommend for divestment | 2 | 2 | 2 | 2 | X | Global Large-Stock Value |
| GMO International Opportunistic Val R6 | Owns companies we recommend for divestment | 2 | 2 | 5 | 4 | X | Foreign Large Value |
| Janus Henderson VIT Global Rsrch Svc | Owns companies we recommend for divestment | 2 | 4 | 8 | 6 | X | Global Large-Stock Growth |
| Janus Henderson VIT Mid Cap Value Svc | Owns companies we recommend for divestment | 2 | 4 | 1 | 2 | X | Mid-Cap Value |
| JHancock Diversified Real Assets NAV | Owns companies we recommend for divestment | 2 | 1 | 5 | 0 | X | Global Large-Stock Blend |
| JNL Emerging Markets Index I | Owns companies we recommend for divestment | 2 | 0 | 9 | 0 | X | Diversified Emerging Mkts |
| JNL Multi-Manager Small Cap Value A | Owns companies we recommend for divestment | 2 | 4 | 4 | 3 | X | Small Blend |
| JNL Multi-Manager Small Cap Value I | Owns companies we recommend for divestment | 2 | 4 | 4 | 3 | X | Small Blend |
| JNL Multi-Manager U.S. Select Equity (A) | Owns companies we recommend for divestment | 2 | 3 | 4 | 4 | X | Large Growth |
| JNL Multi-Manager U.S. Select Equity (I) | Owns companies we recommend for divestment | 2 | 3 | 4 | 4 | X | Large Growth |
| JNL/Causeway International Value Sel A | Owns companies we recommend for divestment | 2 | 1 | 2 | 1 | X | Foreign Large Value |
| JNL/Causeway International Value Sel I | Owns companies we recommend for divestment | 2 | 1 | 2 | 1 | X | Foreign Large Value |
| JNL/Invesco Global Growth A | Owns companies we recommend for divestment | 2 | 3 | 4 | 6 | X | Global Large-Stock Growth |
| JNL/Invesco Global Growth I | Owns companies we recommend for divestment | 2 | 3 | 4 | 6 | X | Global Large-Stock Growth |
| JNL/Lazard International Quality Gr A | Owns companies we recommend for divestment | 2 | 0 | 4 | 3 | X | Foreign Large Blend |
| JNL/Lazard International Quality Gr I | Owns companies we recommend for divestment | 2 | 0 | 4 | 3 | X | Foreign Large Blend |
| JNL/Loomis Sayles Global Growth A | Owns companies we recommend for divestment | 2 | 4 | 4 | 5 | X | Global Large-Stock Growth |
| JNL/Loomis Sayles Global Growth I | Owns companies we recommend for divestment | 2 | 4 | 4 | 5 | X | Global Large-Stock Growth |
| JNL/Mellon Emerging Markets Index A | Owns companies we recommend for divestment | 2 | 0 | 9 | 0 | X | Diversified Emerging Mkts |
| JNL/Mellon Emerging Markets Index I | Owns companies we recommend for divestment | 2 | 0 | 9 | 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/T. Rowe Price Growth Stock A | Owns companies we recommend for divestment | 2 | 2 | 5 | 8 | X | Large Growth |
| JNL/T. Rowe Price Growth Stock I | Owns companies we recommend for divestment | 2 | 2 | 5 | 8 | X | Large Growth |
| JNL/WCM Focused International Equity A | Owns companies we recommend for divestment | 2 | 0 | 2 | 0 | X | Foreign Large Growth |
| JNL/WCM Focused International Equity I | Owns companies we recommend for divestment | 2 | 0 | 2 | 0 | X | Foreign Large Growth |
| JNL/William Blair International Ldrs A | Owns companies we recommend for divestment | 2 | 0 | 3 | 3 | X | Foreign Large Growth |
| JNL/William Blair International Ldrs I | Owns companies we recommend for divestment | 2 | 0 | 3 | 3 | X | Foreign Large Growth |
| JNL/WMC Balanced A | Owns companies we recommend for divestment | 2 | 4 | 6 | 6 | X | Moderate Allocation |
| JNL/WMC Balanced I | Owns companies we recommend for divestment | 2 | 4 | 6 | 6 | X | Moderate Allocation |
| JNL/WMC Value A | Owns companies we recommend for divestment | 2 | 3 | 5 | 3 | X | Large Value |
| JNL/WMC Value I | Owns companies we recommend for divestment | 2 | 3 | 5 | 3 | X | Large Value |
| Transamerica Mid Cap Growth I2 | Owns companies we recommend for divestment | 2 | 1 | 1 | 2 | X | Mid-Cap Growth |
| Voya VACS Series Eme | Owns companies we recommend for divestment | 2 | 0 | 5 | 0 | X | Diversified Emerging Mkts |
| Calamos® Growth & Income | Owns companies we recommend for divestment | 3 | 7 | 9 | 6 | X | Moderately Aggressive Allocation |
| Janus Henderson VIT Enterprise Svc | Owns companies we recommend for divestment | 3 | 1 | 1 | 4 | X | Mid-Cap Growth |
| JHancock Fundamental Large Cap Core NAV | Owns companies we recommend for divestment | 3 | 4 | 5 | 9 | X | Large Blend |
| JHancock International Dynamic Gr NAV | Owns companies we recommend for divestment | 3 | 1 | 4 | 3 | X | Foreign Large Growth |
| JNL/JPMorgan MidCap Growth A | Owns companies we recommend for divestment | 3 | 1 | 1 | 3 | X | Mid-Cap Growth |
| JNL/JPMorgan MidCap Growth I | Owns companies we recommend for divestment | 3 | 1 | 1 | 3 | X | Mid-Cap Growth |
| JNL/Mellon Dow Index A | Owns companies we recommend for divestment | 3 | 5 | 6 | 4 | X | Large Value |
| JNL/Mellon Dow Index I | Owns companies we recommend for divestment | 3 | 5 | 6 | 4 | X | Large Value |
| JNL/Mellon Financial Sector A | Owns companies we recommend for divestment | 3 | 8 | 1 | 7 | X | Financial |
| JNL/Mellon Financial Sector I | Owns companies we recommend for divestment | 3 | 8 | 1 | 7 | X | Financial |
| JNL/Morningstar Wide Moat Index A | Owns companies we recommend for divestment | 3 | 2 | 5 | 9 | X | Large Blend |
| JNL/Morningstar Wide Moat Index I | Owns companies we recommend for divestment | 3 | 2 | 5 | 9 | X | Large Blend |
| JNL/T. Rowe Price Capital Appreciation A | Owns companies we recommend for divestment | 3 | 4 | 5 | 8 | X | Moderate Allocation |
| JNL/T. Rowe Price Capital Appreciation I | Owns companies we recommend for divestment | 3 | 4 | 5 | 8 | X | Moderate Allocation |
| JNL/WMC Equity Income A | Owns companies we recommend for divestment | 3 | 3 | 5 | 4 | X | Large Value |
| JNL/WMC Equity Income I | Owns companies we recommend for divestment | 3 | 3 | 5 | 4 | X | Large Value |
| Neuberger Berman AMT Mid-Cap Growth I | Owns companies we recommend for divestment | 3 | 1 | 1 | 3 | X | Mid-Cap Growth |
| Neuberger Berman AMT Mid-Cap Growth S | Owns companies we recommend for divestment | 3 | 1 | 1 | 3 | X | Mid-Cap Growth |
| Putnam Sustainable Retirement 2035 C | Owns companies we recommend for divestment | 3 | 8 | 4 | 7 | V | Target-Date 2035 |
| Putnam Sustainable Retirement 2035 R | Owns companies we recommend for divestment | 3 | 8 | 4 | 7 | V | Target-Date 2035 |
| Putnam Sustainable Retirement 2040 C | Owns companies we recommend for divestment | 3 | 8 | 4 | 7 | V | Target-Date 2040 |
| Putnam Sustainable Retirement 2040 R | Owns companies we recommend for divestment | 3 | 8 | 4 | 7 | V | Target-Date 2040 |
| Putnam Sustainable Retirement 2045 C | Owns companies we recommend for divestment | 3 | 8 | 4 | 7 | V | Target-Date 2045 |
| Putnam Sustainable Retirement 2045 R | Owns companies we recommend for divestment | 3 | 8 | 4 | 7 | V | Target-Date 2045 |
| Putnam Sustainable Retirement 2050 C | Owns companies we recommend for divestment | 3 | 8 | 4 | 7 | V | Target-Date 2050 |
| Putnam Sustainable Retirement 2055 C | Owns companies we recommend for divestment | 3 | 8 | 4 | 7 | V | Target-Date 2055 |
| Putnam Sustainable Retirement 2060 C | Owns companies we recommend for divestment | 3 | 8 | 4 | 7 | V | Target-Date 2060 |
| Thrivent Core Mid Cap Value | Owns companies we recommend for divestment | 3 | 0 | 2 | 3 | X | Mid-Cap Value |
| Janus Henderson VIT Balanced Svc | Owns companies we recommend for divestment | 4 | 5 | 8 | 8 | X | Moderate Allocation |
| JHancock Equity Income NAV | Owns companies we recommend for divestment | 4 | 6 | 8 | 6 | X | Large Value |
| JHFunds2 Science & Technology NAV | Owns companies we recommend for divestment | 4 | 4 | 9 | 11 | X | Technology |
| JNL Mid Cap Index I | Owns companies we recommend for divestment | 4 | 8 | 6 | 10 | X | Mid-Cap Blend |
| JNL Small Cap Index I | Owns companies we recommend for divestment | 4 | 5 | 6 | 6 | X | Small Blend |
| JNL/JPMorgan U.S. Value A | Owns companies we recommend for divestment | 4 | 4 | 9 | 8 | X | Large Value |
| JNL/JPMorgan U.S. Value I | Owns companies we recommend for divestment | 4 | 4 | 9 | 8 | X | Large Value |
| JNL/Mellon S&P 400 MidCap Index A | Owns companies we recommend for divestment | 4 | 8 | 6 | 10 | X | Mid-Cap Blend |
| JNL/Mellon S&P 400 MidCap Index I | Owns companies we recommend for divestment | 4 | 8 | 6 | 10 | X | Mid-Cap Blend |
| JNL/Mellon Small Cap Index A | Owns companies we recommend for divestment | 4 | 5 | 6 | 6 | X | Small Blend |
| JNL/Mellon Small Cap Index I | Owns companies we recommend for divestment | 4 | 5 | 6 | 6 | X | Small Blend |
| Thrivent Core International Equity | Owns companies we recommend for divestment | 4 | 2 | 11 | 5 | X | Foreign Large Blend |
| Transamerica Multi-Asset Income I2 | Owns companies we recommend for divestment | 4 | 5 | 6 | 7 | X | Moderate Allocation |
| JHancock Global Shareholder Yield NAV | Owns companies we recommend for divestment | 5 | 5 | 10 | 7 | X | Global Large-Stock Value |
| JNL Multi-Manager Mid Cap A | Owns companies we recommend for divestment | 5 | 5 | 4 | 7 | X | Mid-Cap Blend |
| JNL Multi-Manager Mid Cap I | Owns companies we recommend for divestment | 5 | 5 | 4 | 7 | X | Mid-Cap Blend |
| JNL Multi-Manager Small Cap Growth A | Owns companies we recommend for divestment | 5 | 4 | 0 | 7 | X | Small Growth |
| JNL Multi-Manager Small Cap Growth I | Owns companies we recommend for divestment | 5 | 4 | 0 | 7 | X | Small Growth |
| JNL/Invesco Diversified Dividend A | Owns companies we recommend for divestment | 5 | 5 | 4 | 6 | X | Large Value |
| JNL/Invesco Diversified Dividend I | Owns companies we recommend for divestment | 5 | 5 | 4 | 6 | X | Large Value |
| JNL/JPMorgan Hedged Equity A | Owns companies we recommend for divestment | 5 | 9 | 12 | 12 | X | Equity Hedged |
| JNL/JPMorgan Hedged Equity I | Owns companies we recommend for divestment | 5 | 9 | 12 | 12 | X | Equity Hedged |
| JNL/Mellon Infor Tech Sect A | Owns companies we recommend for divestment | 5 | 2 | 7 | 10 | X | Technology |
| JNL/Mellon Infor Tech Sect I | Owns companies we recommend for divestment | 5 | 2 | 7 | 10 | X | Technology |
| JNL/Morningstar U.S. Sust Idx A | Owns companies we recommend for divestment | 5 | 11 | 10 | 13 | V | Large Blend |
| JNL/Morningstar U.S. Sust Idx I | Owns companies we recommend for divestment | 5 | 11 | 10 | 13 | V | Large Blend |
| 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 |
| Thrivent Core Low Volatility Equity | Owns companies we recommend for divestment | 5 | 9 | 8 | 11 | X | Large Blend |
| Transamerica Small Cap Value I2 | Owns companies we recommend for divestment | 5 | 0 | 4 | 7 | X | Small Value |
| JNL/Goldman Sachs 4 A | Owns companies we recommend for divestment | 6 | 9 | 8 | 9 | X | Large Value |
| JNL/Goldman Sachs 4 I | Owns companies we recommend for divestment | 6 | 9 | 8 | 9 | X | Large Value |
| JNL/T. Rowe Price Value A | Owns companies we recommend for divestment | 6 | 5 | 8 | 6 | X | Large Value |
| JNL/T. Rowe Price Value I | Owns companies we recommend for divestment | 6 | 5 | 8 | 6 | X | Large Value |
| Adara Smaller Companies | Owns companies we recommend for divestment | 7 | 8 | 5 | 12 | X | Small Blend |
| JNL/MFS Mid Cap Value A | Owns companies we recommend for divestment | 7 | 3 | 3 | 7 | X | Mid-Cap Value |
| JNL/MFS Mid Cap Value I | Owns companies we recommend for divestment | 7 | 3 | 3 | 7 | X | Mid-Cap Value |
| Russell Inv US Strategic Equity Y | Owns companies we recommend for divestment | 7 | 17 | 19 | 21 | X | Large Blend |
| First American Multi-Manager IntlEqInstl | Owns companies we recommend for divestment | 8 | 3 | 11 | 4 | X | Foreign Large Blend |
| Aquarius International | Owns companies we recommend for divestment | 9 | 6 | 21 | 9 | X | Foreign Large Blend |
| JNL/DFA US Small Cap A | Owns companies we recommend for divestment | 9 | 14 | 14 | 16 | X | Small Blend |
| JNL/DFA US Small Cap I | Owns companies we recommend for divestment | 9 | 14 | 14 | 16 | X | Small Blend |
| Franklin Corefolio Allocation R | Owns companies we recommend for divestment | 10 | 8 | 16 | 17 | X | Aggressive Allocation |
| JNL/AQR Large Cap Defensive Style A | Owns companies we recommend for divestment | 10 | 8 | 14 | 14 | X | Large Blend |
| JNL/AQR Large Cap Defensive Style I | Owns companies we recommend for divestment | 10 | 8 | 14 | 14 | X | Large Blend |
| JNL/BlackRock Global Allocation A | Owns companies we recommend for divestment | 11 | 10 | 21 | 12 | X | Global Allocation |
| JNL/BlackRock Global Allocation I | Owns companies we recommend for divestment | 11 | 10 | 21 | 12 | X | Global Allocation |
| JNL/RAFI® Fundamental US Small Cap A | Owns companies we recommend for divestment | 11 | 13 | 10 | 21 | X | Small Blend |
| JNL/RAFI® Fundamental US Small Cap I | Owns companies we recommend for divestment | 11 | 13 | 10 | 21 | X | Small Blend |
| JNL/T. Rowe Price Balanced A | Owns companies we recommend for divestment | 12 | 11 | 26 | 21 | X | Moderate Allocation |
| JNL/T. Rowe Price Balanced I | Owns companies we recommend for divestment | 12 | 11 | 26 | 21 | X | Moderate Allocation |
| Nationwide Fundamental All Cap Equity R6 | Owns companies we recommend for divestment | 12 | 18 | 22 | 23 | X | Large Blend |
| JNL International Index I | Owns companies we recommend for divestment | 13 | 6 | 27 | 10 | X | Foreign Large Blend |
| JNL/Mellon Industrials Sect A | Owns companies we recommend for divestment | 13 | 3 | 12 | 14 | X | Industrials |
| JNL/Mellon Industrials Sect I | Owns companies we recommend for divestment | 13 | 3 | 12 | 14 | X | Industrials |
| JNL/Mellon International Index A | Owns companies we recommend for divestment | 13 | 6 | 27 | 10 | X | Foreign Large Blend |
| JNL/Mellon International Index I | Owns companies we recommend for divestment | 13 | 6 | 27 | 10 | X | Foreign Large Blend |
| TSP I Fund - International Stock Index Investment Fund | Owns companies we recommend for divestment | 13 | 6 | 26 | 10 | X | Foreign Large Blend |
| TSP S Fund - Small cap stock Index investment fund | Owns companies we recommend for divestment | 14 | 19 | 17 | 23 | X | Mid-Cap Blend |
| JHancock International Stra Eq Allc NAV | Owns companies we recommend for divestment | 16 | 7 | 36 | 11 | X | Foreign Large Blend |
| Putnam Dynamic Asset Allocation Equity A | Owns companies we recommend for divestment | 16 | 17 | 31 | 23 | X | Large Blend |
| Putnam Dynamic Asset Allocation Equity P | Owns companies we recommend for divestment | 16 | 17 | 31 | 23 | X | Large Blend |
| Putnam Dynamic Asset Allocation Bal P | Owns companies we recommend for divestment | 17 | 19 | 34 | 27 | X | Moderate Allocation |
| Putnam Dynamic Asset Allocation Gr P | Owns companies we recommend for divestment | 17 | 19 | 35 | 27 | X | Moderately Aggressive Allocation |
| JHancock U.S. Sector Rotation NAV | Owns companies we recommend for divestment | 18 | 20 | 28 | 26 | X | Large Blend |
| JNL S&P 500 Index I | Owns companies we recommend for divestment | 18 | 20 | 28 | 26 | X | Large Blend |
| JNL/Mellon S&P 500 Index A | Owns companies we recommend for divestment | 18 | 20 | 28 | 26 | X | Large Blend |
| JNL/Mellon S&P 500 Index I | Owns companies we recommend for divestment | 18 | 20 | 28 | 26 | X | Large Blend |
| TSP C Fund - Common Stock Index Investment Fund | Owns companies we recommend for divestment | 18 | 20 | 28 | 26 | X | Large Blend |
| JNL/RAFI® Multi-Factor US Eq A | Owns companies we recommend for divestment | 22 | 28 | 27 | 33 | X | Large Value |
| JNL/RAFI® Multi-Factor US Eq I | Owns companies we recommend for divestment | 22 | 28 | 27 | 33 | X | Large Value |
| JNL/Mellon US Stock Market Index A | Owns companies we recommend for divestment | 23 | 28 | 35 | 39 | X | Large Blend |
| JNL/Mellon US Stock Market Index I | Owns companies we recommend for divestment | 23 | 28 | 35 | 39 | X | Large Blend |
| JNL/American Funds Growth Allocation A | Owns companies we recommend for divestment | 25 | 20 | 42 | 29 | X | Moderately Aggressive Allocation |
| JNL/American Funds Growth Allocation I | Owns companies we recommend for divestment | 25 | 20 | 42 | 29 | X | Moderately Aggressive Allocation |
| JNL/JPMorgan Managed Agrsv Gr A | Owns companies we recommend for divestment | 25 | 24 | 35 | 36 | X | Aggressive Allocation |
| JNL/JPMorgan Managed Agrsv Gr I | Owns companies we recommend for divestment | 25 | 24 | 35 | 36 | X | Aggressive Allocation |
| JNL/JPMorgan Managed Growth A | Owns companies we recommend for divestment | 25 | 24 | 35 | 36 | X | Moderately Aggressive Allocation |
| JNL/JPMorgan Managed Growth I | Owns companies we recommend for divestment | 25 | 24 | 35 | 36 | X | Moderately Aggressive Allocation |
| JNL/JPMorgan Managed Moderate Gr A | Owns companies we recommend for divestment | 25 | 24 | 35 | 36 | X | Moderate Allocation |
| JNL/JPMorgan Managed Moderate Gr I | Owns companies we recommend for divestment | 25 | 24 | 35 | 36 | X | Moderate Allocation |
| JNL/DFA International Core Equity A | Owns companies we recommend for divestment | 26 | 7 | 43 | 14 | X | Foreign Large Blend |
| JNL/DFA International Core Equity I | Owns companies we recommend for divestment | 26 | 7 | 43 | 14 | X | Foreign Large Blend |
| JNL/DFA US Core Equity A | Owns companies we recommend for divestment | 27 | 32 | 42 | 44 | X | Large Blend |
| JNL/DFA US Core Equity I | Owns companies we recommend for divestment | 27 | 32 | 42 | 44 | X | Large Blend |
| JNL/Mellon World Index A | Owns companies we recommend for divestment | 34 | 27 | 57 | 40 | X | Global Large-Stock Blend |
| JNL/Mellon World Index I | Owns companies we recommend for divestment | 34 | 27 | 57 | 40 | X | Global Large-Stock Blend |
| JNL Aggressive Growth Allocation A | Owns companies we recommend for divestment | 45 | 35 | 64 | 42 | X | Aggressive Allocation |
| JNL Aggressive Growth Allocation I | Owns companies we recommend for divestment | 45 | 35 | 64 | 42 | X | Aggressive Allocation |
| JNL Growth Allocation A | Owns companies we recommend for divestment | 45 | 35 | 64 | 42 | X | Moderately Aggressive Allocation |
| JNL Growth Allocation I | Owns companies we recommend for divestment | 45 | 35 | 64 | 42 | X | Moderately Aggressive Allocation |
| JNL Moderate Growth Allocation A | Owns companies we recommend for divestment | 45 | 35 | 64 | 42 | X | Moderate Allocation |
| JNL Moderate Growth Allocation I | Owns companies we recommend for divestment | 45 | 35 | 64 | 42 | X | Moderate Allocation |
| L 2030 | Owns companies we recommend for divestment | 45 | 45 | 71 | 59 | X | Target-Date 2030 |
| L 2035 | Owns companies we recommend for divestment | 45 | 45 | 71 | 59 | X | Target-Date 2035 |
| L 2040 | Owns companies we recommend for divestment | 45 | 45 | 71 | 59 | X | Target-Date 2040 |
| L 2045 | Owns companies we recommend for divestment | 45 | 45 | 71 | 59 | X | Target-Date 2045 |
| L 2050 | Owns companies we recommend for divestment | 45 | 45 | 71 | 59 | X | Target-Date 2050 |
| L 2055 | Owns companies we recommend for divestment | 45 | 45 | 71 | 59 | X | Target-Date 2055 |
| L 2060 | Owns companies we recommend for divestment | 45 | 45 | 71 | 59 | X | Target-Date 2060 |
| L 2065 | Owns companies we recommend for divestment | 45 | 45 | 71 | 59 | X | Target-Date 2065+ |
| JNL Growth ETF Allocation A | Owns companies we recommend for divestment | 68 | 43 | 116 | 56 | X | Moderately Aggressive Allocation |
| JNL Growth ETF Allocation I | Owns companies we recommend for divestment | 68 | 43 | 116 | 56 | X | Moderately Aggressive Allocation |
| JNL Moderate Growth ETF Allocation A | Owns companies we recommend for divestment | 68 | 43 | 116 | 56 | X | Moderate Allocation |
| JNL Moderate Growth ETF Allocation I | Owns companies we recommend for divestment | 68 | 43 | 116 | 56 | X | Moderate Allocation |
| JNL/Vanguard Growth ETF Allocation A | Owns companies we recommend for divestment | 74 | 52 | 127 | 61 | X | Moderately Aggressive Allocation |
| JNL/Vanguard Growth ETF Allocation I | Owns companies we recommend for divestment | 74 | 52 | 127 | 61 | X | Moderately Aggressive Allocation |
| JNL/Vanguard Moderate Growth ETF Allc A | Owns companies we recommend for divestment | 74 | 52 | 127 | 61 | X | Moderate Allocation |
| JNL/Vanguard Moderate Growth ETF Allc I | Owns companies we recommend for divestment | 74 | 52 | 127 | 61 | X | Moderate Allocation |
| Morningstar Agrsv Gr ETF Asset Allc I | Owns companies we recommend for divestment | 74 | 52 | 129 | 61 | X | Aggressive Allocation |
| Morningstar Balanced ETF Asset Allc I | Owns companies we recommend for divestment | 74 | 52 | 129 | 61 | X | Moderate Allocation |
| Morningstar Growth ETF Asset Allc I | Owns companies we recommend for divestment | 74 | 52 | 129 | 61 | X | Moderately Aggressive Allocation |
| AAAAX | DWS RREEF Real Assets A | Owns companies we recommend for divestment | 1 | 0 | 2 | 0 | X | Global Allocation |
| AAAGX | Thrivent Large Cap Growth A | Owns companies we recommend for divestment | 2 | 3 | 8 | 6 | X | Large Growth |
| AAAIX | American Century Strat Allc: Agrsv I | Owns companies we recommend for divestment | 72 | 48 | 125 | 57 | X | Moderately Aggressive Allocation |
| AAANX | Horizon Active Asset Allocation Investor | Owns companies we recommend for divestment | 60 | 47 | 102 | 58 | X | Tactical Allocation |
| AAAPX | DWS RREEF Real Assets C | 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 |
| AAARX | American Century Strat Allc: Agrsv R | Owns companies we recommend for divestment | 72 | 48 | 125 | 57 | X | Moderately Aggressive Allocation |
| AAASX | DWS RREEF Real Assets S | Owns companies we recommend for divestment | 1 | 0 | 2 | 0 | X | Global Allocation |
| AAAUX | American Century Strat Allc: Agrsv R6 | Owns companies we recommend for divestment | 72 | 48 | 125 | 57 | X | Moderately Aggressive Allocation |
| AAAVX | DWS RREEF Real Assets R6 | 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 |
| AABCX | Putnam Dynamic Asset Allocation Bal C | Owns companies we recommend for divestment | 17 | 19 | 34 | 27 | X | Moderate Allocation |
| AABPX | American Beacon Balanced Inv | Owns companies we recommend for divestment | 5 | 4 | 8 | 7 | X | Moderate Allocation |
| AACFX | Invesco Greater China A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
| AACKX | American Century One Chc Blnd+ 2035 Inv | Owns companies we recommend for divestment | 69 | 46 | 119 | 55 | X | Target-Date 2035 |
| AACLX | American Century One Chc Blnd+ 2035 I | Owns companies we recommend for divestment | 69 | 46 | 119 | 55 | X | Target-Date 2035 |
| AACMX | American Century One Chc Blnd+ 2035 A | Owns companies we recommend for divestment | 69 | 46 | 119 | 55 | X | Target-Date 2035 |
| AACPX | American Century One Chc Blnd+ 2035 R | Owns companies we recommend for divestment | 69 | 46 | 119 | 55 | X | Target-Date 2035 |
| AACQX | American Century One Chc Blnd+ 2035 R6 | Owns companies we recommend for divestment | 69 | 46 | 119 | 55 | X | Target-Date 2035 |
| AACSX | American Century One Chc Blnd+ 2040 Inv | Owns companies we recommend for divestment | 69 | 46 | 119 | 55 | X | Target-Date 2040 |
| AACUX | American Century One Chc Blnd+ 2040 I | Owns companies we recommend for divestment | 69 | 46 | 119 | 55 | X | Target-Date 2040 |
| AACVX | American Century One Chc Blnd+ 2040 A | Owns companies we recommend for divestment | 69 | 46 | 119 | 55 | X | Target-Date 2040 |
| AACWX | American Century One Chc Blnd+ 2040 R | Owns companies we recommend for divestment | 69 | 46 | 119 | 55 | X | Target-Date 2040 |
| AACZX | American Century One Chc Blnd+ 2040 R6 | Owns companies we recommend for divestment | 69 | 46 | 119 | 55 | X | Target-Date 2040 |
| AADAX | Invesco Select Risk: Growth Investor A | Owns companies we recommend for divestment | 34 | 32 | 59 | 39 | X | Moderately Aggressive Allocation |
| AADBX | American Beacon Balanced R5 | Owns companies we recommend for divestment | 5 | 4 | 8 | 7 | X | Moderate Allocation |
| AADCX | Invesco Select Risk: Growth Investor C | Owns companies we recommend for divestment | 34 | 32 | 59 | 39 | X | Moderately Aggressive Allocation |
| AADEX | American Beacon Large Cap Value R5 | Owns companies we recommend for divestment | 7 | 5 | 10 | 10 | X | Large Value |
| AADHX | American Century One Chc Blnd+ 2045 Inv | Owns companies we recommend for divestment | 69 | 46 | 119 | 55 | X | Target-Date 2045 |
| AADIX | Invesco Select Risk: Growth Investor R5 | Owns companies we recommend for divestment | 34 | 32 | 59 | 39 | X | Moderately Aggressive Allocation |
| AADJX | American Century One Chc Blnd+ 2045 I | Owns companies we recommend for divestment | 69 | 46 | 119 | 55 | X | Target-Date 2045 |
| AADKX | American Century One Chc Blnd+ 2045 A | Owns companies we recommend for divestment | 69 | 46 | 119 | 55 | X | Target-Date 2045 |
| AADLX | American Century One Chc Blnd+ 2045 R | Owns companies we recommend for divestment | 69 | 46 | 119 | 55 | X | Target-Date 2045 |
| AADMX | American Century One Chc Blnd+ 2045 R6 | Owns companies we recommend for divestment | 69 | 46 | 119 | 55 | X | Target-Date 2045 |
| AADNX | American Century One Chc Blnd+ 2050 Inv | Owns companies we recommend for divestment | 68 | 45 | 116 | 52 | X | Target-Date 2050 |
| AADOX | American Century One Chc Blnd+ 2050 I | Owns companies we recommend for divestment | 68 | 45 | 116 | 52 | X | Target-Date 2050 |
| AADPX | American Century One Chc Blnd+ 2050 A | Owns companies we recommend for divestment | 68 | 45 | 116 | 52 | X | Target-Date 2050 |
| AADQX | American Century One Chc Blnd+ 2050 R | Owns companies we recommend for divestment | 68 | 45 | 116 | 52 | X | Target-Date 2050 |
| AADR | AdvisorShares Dorsey Wright ADR ETF | Owns companies we recommend for divestment | 1 | 0 | 4 | 1 | X | Foreign Large Growth |
| AADRX | Invesco Select Risk: Growth Investor R | Owns companies we recommend for divestment | 34 | 32 | 59 | 39 | X | Moderately Aggressive Allocation |
| AADSX | Invesco Select Risk: Growth Investor S | Owns companies we recommend for divestment | 34 | 32 | 59 | 39 | X | Moderately Aggressive Allocation |
| AADUX | American Century One Chc Blnd+ 2050 R6 | Owns companies we recommend for divestment | 68 | 45 | 116 | 52 | X | Target-Date 2050 |
| AADVX | American Century One Chc Blnd+ 2055 Inv | Owns companies we recommend for divestment | 68 | 45 | 116 | 52 | X | Target-Date 2055 |
| AADWX | American Century One Chc Blnd+ 2055 I | Owns companies we recommend for divestment | 68 | 45 | 116 | 52 | X | Target-Date 2055 |
| AADYX | Invesco Select Risk: Growth Investor Y | Owns companies we recommend for divestment | 34 | 32 | 59 | 39 | X | Moderately Aggressive Allocation |
| AADZX | American Century One Chc Blnd+ 2055 A | Owns companies we recommend for divestment | 68 | 45 | 116 | 52 | X | Target-Date 2055 |
| AAEDX | American Century One Chc Blnd+ 2055 R | Owns companies we recommend for divestment | 68 | 45 | 116 | 52 | X | Target-Date 2055 |
| AAEEX | American Century One Chc Blnd+ 2055 R6 | Owns companies we recommend for divestment | 68 | 45 | 116 | 52 | X | Target-Date 2055 |
| AAEFX | American Century One Chc Blnd+ 2060 Inv | Owns companies we recommend for divestment | 68 | 45 | 116 | 52 | X | Target-Date 2060 |
| AAEGX | American Century One Chc Blnd+ 2060 I | Owns companies we recommend for divestment | 68 | 45 | 116 | 52 | X | Target-Date 2060 |
| AAEHX | American Century One Chc Blnd+ 2060 A | Owns companies we recommend for divestment | 68 | 45 | 116 | 52 | X | Target-Date 2060 |
| AAEIX | American Century One Chc Blnd+ 2060 R | Owns companies we recommend for divestment | 68 | 45 | 116 | 52 | X | Target-Date 2060 |
| AAEJX | American Century One Chc Blnd+ 2060 R6 | Owns companies we recommend for divestment | 68 | 45 | 116 | 52 | X | Target-Date 2060 |
| AAEKX | American Century One Chc Blnd+ 2065 Inv | Owns companies we recommend for divestment | 68 | 45 | 116 | 52 | X | Target-Date 2065+ |
| AAELX | American Century One Chc Blnd+ 2065 I | Owns companies we recommend for divestment | 68 | 45 | 116 | 52 | X | Target-Date 2065+ |
| AAEMX | Alger Emerging Markets A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| AAEOX | American Century One Chc Blnd+ 2065 A | Owns companies we recommend for divestment | 68 | 45 | 116 | 52 | X | Target-Date 2065+ |
| AAERX | American Beacon International Eq R6 | Owns companies we recommend for divestment | 2 | 2 | 6 | 4 | X | Foreign Large Value |
| AAESX | Invesco Select Risk: Growth Investor R6 | Owns companies we recommend for divestment | 34 | 32 | 59 | 39 | X | Moderately Aggressive Allocation |
| AAETX | American Funds 2030 Trgt Date Retire A | Owns companies we recommend for divestment | 27 | 26 | 42 | 33 | X | Target-Date 2030 |
| AAEUX | American Century One Chc Blnd+ 2065 R | Owns companies we recommend for divestment | 68 | 45 | 116 | 52 | X | Target-Date 2065+ |
| AAEVX | American Century One Chc Blnd+ 2065 R6 | Owns companies we recommend for divestment | 68 | 45 | 116 | 52 | X | Target-Date 2065+ |
| AAFJX | American Funds 2070 Trgt Date Retire A | Owns companies we recommend for divestment | 26 | 25 | 43 | 33 | X | Target-Date 2065+ |
| AAFTX | American Funds 2035 Trgt Date Retire A | Owns companies we recommend for divestment | 28 | 26 | 44 | 33 | X | Target-Date 2035 |
| AAGOX | Alger Large Cap Growth I-2 | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 4 | X | Large Growth |
| AAGPX | American Beacon Large Cap Value Inv | Owns companies we recommend for divestment | 7 | 5 | 10 | 10 | X | Large Value |
| AAGTX | American Funds 2040 Trgt Date Retire A | Owns companies we recommend for divestment | 28 | 27 | 45 | 33 | X | Target-Date 2040 |
| AAHTX | American Funds 2045 Trgt Date Retire A | Owns companies we recommend for divestment | 26 | 27 | 43 | 33 | X | Target-Date 2045 |
| AAICX | Alger AI Enablers & Adopters C | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 3 | X | Technology |
| AAIEX | American Beacon International Eq R5 | Owns companies we recommend for divestment | 2 | 2 | 6 | 4 | X | Foreign Large Value |
| AAIPX | American Beacon International Eq Inv | Owns companies we recommend for divestment | 2 | 2 | 6 | 4 | X | Foreign Large Value |
| AAISX | American Beacon International Eq Adv | Owns companies we recommend for divestment | 2 | 2 | 6 | 4 | X | Foreign Large Value |
| AAIYX | Alger AI Enablers & Adopters Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 3 | X | Technology |
| AAIZX | Alger AI Enablers & Adopters Z | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 3 | X | Technology |
| AALGX | Thrivent Global Stock A | Owns companies we recommend for divestment | 16 | 17 | 32 | 28 | X | Global Large-Stock Blend |
| AALRX | American Beacon Large Cap Value R6 | Owns companies we recommend for divestment | 7 | 5 | 10 | 10 | X | Large Value |
| AALTX | American Funds 2050 Trgt Date Retire A | Owns companies we recommend for divestment | 26 | 27 | 43 | 33 | X | Target-Date 2050 |
| AAMTX | American Funds 2055 Trgt Date Retire A | Owns companies we recommend for divestment | 26 | 25 | 43 | 33 | X | Target-Date 2055 |
| AANTX | American Funds 2060 Trgt Date Retire A | Owns companies we recommend for divestment | 26 | 25 | 43 | 33 | X | Target-Date 2060 |
| AAOTX | American Funds 2065 Trgt Date Retire A | Owns companies we recommend for divestment | 26 | 25 | 43 | 33 | X | Target-Date 2065+ |
| AASCX | Thrivent Mid Cap Stock A | Owns companies we recommend for divestment | 1 | 2 | 0 | 1 | X | Mid-Cap Blend |
| AASMX | Thrivent Small Cap Stock A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | X | Small Blend |
| AASOX | Alger Small Cap Growth I-2 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| AASRX | American Beacon Small Cap Value R6 | Owns companies we recommend for divestment | 5 | 8 | 3 | 8 | X | Small Value |
| AASSX | American Beacon Small Cp Val Adv | Owns companies we recommend for divestment | 5 | 8 | 3 | 8 | X | Small Value |
| AATIX | Ancora/Thelen Small-Mid Cap I | Owns companies we recommend for divestment | 1 | 1 | 1 | 1 | X | Small Value |
| AATSX | Ancora/Thelen Small-Mid Cap S | Owns companies we recommend for divestment | 1 | 1 | 1 | 1 | X | Small Value |
| AAUTX | Thrivent Large Cap Value A | Owns companies we recommend for divestment | 3 | 2 | 12 | 4 | X | Large Value |
| AAWEX | Cavanal Hill World Energy A | Owns companies we recommend for divestment | 2 | 0 | 3 | 0 | X | Equity Energy |
| 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 |
| ABAEX | AB Emerging Markets Multi-Asset A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| ABALX | American Funds American Balanced A | Owns companies we recommend for divestment | 11 | 8 | 17 | 17 | X | Moderate Allocation |
| ABASX | AB Discovery Value A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Small Value |
| ABCAX | American Beacon The London Co Inc Eq A | Owns companies we recommend for divestment | 2 | 2 | 3 | 2 | X | Large Value |
| ABCCX | American Beacon Balanced C | Owns companies we recommend for divestment | 5 | 4 | 8 | 7 | X | Moderate Allocation |
| ABCEX | AB Emerging Markets Multi-Asset C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| 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 |
| ABCS | Alpha Blue Capital US Sm-Md Cp Dyn ETF | Owns companies we recommend for divestment | 1 | 2 | 6 | 1 | X | Mid-Cap Value |
| ABCSX | AB Discovery Value C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Small Value |
| ABCVX | American Beacon The London Co Inc Eq Inv | 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 |
| ABECX | American Beacon The London Co Inc Eq C | Owns companies we recommend for divestment | 2 | 2 | 3 | 2 | X | Large Value |
| 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 |
| ABEQ | Absolute Select Value ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 0 | X | Large Value |
| ABEYX | American Beacon International Eq Y | Owns companies we recommend for divestment | 2 | 2 | 6 | 4 | X | Foreign Large Value |
| ABFAX | American Beacon Balanced A | Owns companies we recommend for divestment | 5 | 4 | 8 | 7 | X | Moderate Allocation |
| ABFL | Abacus FCF Leaders ETF | Owns companies we recommend for divestment | 2 | 1 | 8 | 3 | X | Large Blend |
| ABGNX | American Century Balanced R5 | Owns companies we recommend for divestment | 3 | 6 | 8 | 11 | V | Moderate Allocation |
| ABIAX | AB International Value A | 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 |
| ABIEX | AB Emerging Markets Multi-Asset I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| ABINX | American Century Balanced I | Owns companies we recommend for divestment | 3 | 6 | 8 | 11 | V | Moderate Allocation |
| ABIYX | AB International Value Advisor | Owns companies we recommend for divestment | 2 | 0 | 3 | 2 | X | Foreign Large Value |
| ABIZX | AMG River Road Mid Cap Value Z | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 0 | X | Mid-Cap Value |
| ABLD | Abacus FCF Real Assets Leaders ETF | Owns companies we recommend for divestment | 2 | 2 | 5 | 1 | X | Large Value |
| ABLG | Abacus FCF International Leaders ETF | Owns companies we recommend for divestment | 2 | 1 | 3 | 2 | X | Foreign Large Blend |
| ABLOX | Alger Balanced I-2 | Owns companies we recommend for divestment | 2 | 5 | 9 | 6 | X | Moderate Allocation |
| ABLSX | American Beacon Balanced Adv | Owns companies we recommend for divestment | 5 | 4 | 8 | 7 | X | Moderate Allocation |
| ABLYX | American Beacon Large Cap Value Y | Owns companies we recommend for divestment | 7 | 5 | 10 | 10 | X | Large Value |
| ABMIX | AMG River Road Mid Cap Value I | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 0 | X | Mid-Cap Value |
| ABMVX | AB Mid Cap Value Port Z | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Mid-Cap Value |
| ABNIX | abrdn International Small Cp Inst | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
| ABOT | Abacus FCF Innovation Learders ETF | Owns companies we recommend for divestment | 2 | 1 | 5 | 4 | X | Technology |
| ABPAX | AB Sustainable Thematic Bal Port A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 2 | 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 | 2 | V | Moderate Allocation |
| ABPRX | AB Large Cap Growth R | Owns companies we recommend for divestment | 2 | 5 | 4 | 5 | X | Large Growth |
| ABPYX | AB Sustainable Thematic Bal Port Advisor | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 2 | 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 | 2 | V | Moderate Allocation |
| ABRFX | DSS AmericaFirstMonthlyRisk-OnRisk-Off A | Owns companies we recommend for divestment | 1 | 2 | 4 | 3 | X | Tactical Allocation |
| ABRUX | DSS AmericaFirstMonthlyRisk-OnRisk-Off U | Owns companies we recommend for divestment | 1 | 2 | 4 | 3 | X | Tactical Allocation |
| ABRWX | DSS AmericaFirstMonthlyRisk-OnRisk-Off I | Owns companies we recommend for divestment | 1 | 2 | 4 | 3 | X | Tactical Allocation |
| ABSAX | American Beacon Small Cp Val A | Owns companies we recommend for divestment | 5 | 8 | 3 | 8 | X | Small Value |
| ABSIX | AB Discovery Value I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Small Value |
| ABSYX | American Beacon Small Cp Val Y | Owns companies we recommend for divestment | 5 | 8 | 3 | 8 | X | Small Value |
| ABSZX | AB Discovery Value Z | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Small Value |
| ABVAX | AB Large Cap Value A | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 2 | X | Large Value |
| ABVCX | AB Large Cap Value C | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 2 | X | Large Value |
| ABVIX | AB Large Cap Value I | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 2 | X | Large Value |
| ABVYX | AB Large Cap Value Advisor | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 2 | X | Large Value |
| ABVZX | AB Large Cap Value Z | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 2 | X | Large Value |
| ABYEX | AB Emerging Markets Multi-Asset Advisor | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| ABYSX | AB Discovery Value Advisor | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Small Value |
| ACAAX | Alger Capital Appreciation A | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 3 | X | Large Growth |
| ACADX | American Century Emerging Markets G | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| ACAEX | American Century International Gr G | Owns companies we recommend for divestment | 2 | 0 | 2 | 3 | X | Foreign Large Growth |
| ACAFX | American Century International Value G | Owns companies we recommend for divestment | 3 | 2 | 6 | 2 | X | Foreign Large Value |
| ACARX | Alger Capital Appreciation Instl R | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 3 | X | Large Growth |
| ACAYX | Alger Capital Appreciation Instl Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 3 | X | Large Growth |
| ACAZX | Alger Capital Appreciation Z | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 3 | X | Large Growth |
| ACBEX | Allspring Managed Account Crb Em Cor Em | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| ACBYX | American Beacon Balanced Y | Owns companies we recommend for divestment | 5 | 4 | 8 | 7 | X | Moderate Allocation |
| ACCLX | American Century Mid Cap Value C | Owns companies we recommend for divestment | 1 | 1 | 2 | 1 | X | Mid-Cap Value |
| ACCOX | American Century International Val C | Owns companies we recommend for divestment | 3 | 2 | 6 | 2 | X | Foreign Large Value |
| ACEAX | AB All China Equity A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
| ACECX | American Century Emerging Markets C | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| ACEIX | Invesco Equity and Income A | Owns companies we recommend for divestment | 4 | 5 | 9 | 8 | X | Moderate Allocation |
| ACEKX | Invesco Equity and Income R5 | Owns companies we recommend for divestment | 4 | 5 | 9 | 8 | X | Moderate Allocation |
| ACEMX | Alger Emerging Markets C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| ACERX | Invesco Equity and Income C | Owns companies we recommend for divestment | 4 | 5 | 9 | 8 | X | Moderate Allocation |
| ACES | ALPS Clean Energy ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | V | Miscellaneous Sector |
| ACESX | Invesco Equity and Income R | Owns companies we recommend for divestment | 4 | 5 | 9 | 8 | X | Moderate Allocation |
| ACETX | Invesco Equity and Income Y | Owns companies we recommend for divestment | 4 | 5 | 9 | 8 | X | Moderate Allocation |
| ACEVX | American Century International Val Inv | Owns companies we recommend for divestment | 3 | 2 | 6 | 2 | X | Foreign Large Value |
| ACEYX | AB All China Equity Advisor | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
| ACFCX | American Century Focused Dynamic Gr R | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 4 | X | Large Growth |
| ACFDX | American Century Focused Dynamic Gr A | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 4 | X | Large Growth |
| ACFEX | Columbia Acorn International Sel S | 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 |
| ACFGX | American Century Focused Dynamic Gr G | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 4 | X | Large Growth |
| ACFLX | American Century Focused Lg Cap Val G | Owns companies we recommend for divestment | 1 | 1 | 4 | 1 | X | Large Value |
| ACFNX | American Century Focused Dynamic Gr R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 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 | 2 | 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 | 2 | 2 | 4 | X | Large Growth |
| ACGCX | American Century Discplnd Cor Val C | Owns companies we recommend for divestment | 5 | 7 | 10 | 10 | X | Large Value |
| ACGGX | American Century Global Gold A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Precious Metals |
| ACGIX | Invesco Growth and Income A | Owns companies we recommend for divestment | 4 | 5 | 9 | 8 | X | Large Value |
| ACGKX | Invesco Growth and Income C | Owns companies we recommend for divestment | 4 | 5 | 9 | 8 | X | Large Value |
| ACGLX | Invesco Growth and Income R | Owns companies we recommend for divestment | 4 | 5 | 9 | 8 | X | Large Value |
| ACGMX | Invesco Growth and Income Y | Owns companies we recommend for divestment | 4 | 5 | 9 | 8 | X | Large Value |
| ACGQX | Invesco Growth and Income R5 | Owns companies we recommend for divestment | 4 | 5 | 9 | 8 | X | Large Value |
| ACGR | American Century Large Cap Growth ETF | Owns companies we recommend for divestment | 1 | 5 | 5 | 6 | V | Large Growth |
| ACIHX | American Century Growth G | Owns companies we recommend for divestment | 1 | 5 | 6 | 6 | X | Large Growth |
| ACIIX | American Century Equity Income I | Owns companies we recommend for divestment | 2 | 1 | 4 | 1 | X | Large Value |
| ACILX | American Century Heritage G | Owns companies we recommend for divestment | 1 | 0 | 2 | 2 | X | Mid-Cap Growth |
| ACINX | Columbia Acorn International Inst | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
| ACIO | Aptus Collared Investment Opp ETF | Owns companies we recommend for divestment | 3 | 7 | 7 | 8 | X | Equity Hedged |
| ACIOX | American Century International Opps I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
| ACIPX | American Century Mid Cap Value G | Owns companies we recommend for divestment | 1 | 1 | 2 | 1 | X | Mid-Cap Value |
| ACIWX | American Century Global Real Estate G | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| ACIZX | Alger Capital Appreciation Instl Z-2 | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 3 | X | Large Growth |
| ACLAX | American Century Mid Cap Value A | Owns companies we recommend for divestment | 1 | 1 | 2 | 1 | X | Mid-Cap Value |
| ACLC | American Century Large Cap Equity ETF | Owns companies we recommend for divestment | 3 | 6 | 8 | 11 | V | Large Blend |
| ACLCX | American Century Value C | Owns companies we recommend for divestment | 3 | 3 | 8 | 4 | X | Large Value |
| ACMTX | AB All Market Real Return C | Owns companies we recommend for divestment | 4 | 3 | 17 | 7 | X | Global Large-Stock Blend |
| ACMVX | American Century Mid Cap Value Inv | Owns companies we recommend for divestment | 1 | 1 | 2 | 1 | X | Mid-Cap Value |
| ACOAX | American Century Strat Allc: Mod A | Owns companies we recommend for divestment | 72 | 48 | 125 | 57 | X | Moderate Allocation |
| ACPCX | Allspring Special Intl Sm Cp C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Foreign Small/Mid Blend |
| 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 |
| ACRIX | Horizon Active Risk Assist® I | Owns companies we recommend for divestment | 48 | 30 | 88 | 39 | X | Tactical Allocation |
| ACRNX | Columbia Acorn Inst | Owns companies we recommend for divestment | 2 | 1 | 0 | 2 | X | Mid-Cap Growth |
| ACROX | ACR Opportunity Fund I Shares | Owns companies we recommend for divestment | 1 | 2 | 2 | 1 | X | Tactical Allocation |
| ACRSX | Columbia Acorn S | Owns companies we recommend for divestment | 2 | 1 | 0 | 2 | X | Mid-Cap Growth |
| ACSCX | American Century Small Cap Value A | Owns companies we recommend for divestment | 1 | 0 | 1 | 1 | X | Small Value |
| ACSDX | Invesco Comstock Y | Owns companies we recommend for divestment | 5 | 3 | 8 | 4 | X | Large Value |
| ACSHX | Invesco Comstock R5 | Owns companies we recommend for divestment | 5 | 3 | 8 | 4 | X | Large Value |
| ACSI | American Customer Satisfaction ETF | Owns companies we recommend for divestment | 1 | 6 | 4 | 5 | X | Large Blend |
| ACSLX | American Century Select C | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 6 | 5 | X | Large Growth |
| 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 |
| ACSRX | Invesco Comstock R | Owns companies we recommend for divestment | 5 | 3 | 8 | 4 | X | Large Value |
| ACSTX | Invesco Comstock A | Owns companies we recommend for divestment | 5 | 3 | 8 | 4 | X | Large Value |
| ACSYX | Invesco Comstock C | Owns companies we recommend for divestment | 5 | 3 | 8 | 4 | X | Large Value |
| ACTV | LeaderShares® Activist Leaders® ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 0 | X | Small Value |
| ACUIX | Columbia Dividend Opportunity C | Owns companies we recommend for divestment | 5 | 4 | 11 | 5 | X | Large Value |
| ACUSX | Advisors Capital Total Return – Equity | Owns companies we recommend for divestment | 2 | 3 | 3 | 6 | X | Large Blend |
| ACVAX | American Century Strat Allc: Agrsv A | Owns companies we recommend for divestment | 72 | 48 | 125 | 57 | X | Moderately Aggressive Allocation |
| ACVDX | American Century International Val R6 | Owns companies we recommend for divestment | 3 | 2 | 6 | 2 | X | Foreign Large Value |
| ACVF | American Conservative Values ETF | Owns companies we recommend for divestment | 12 | 14 | 17 | 15 | X | Large Blend |
| ACVIX | American Century Small Cap Value I | Owns companies we recommend for divestment | 1 | 0 | 1 | 1 | X | Small Value |
| ACVRX | American Century International Val R | Owns companies we recommend for divestment | 3 | 2 | 6 | 2 | X | Foreign Large Value |
| ACVUX | American Century International Value I | Owns companies we recommend for divestment | 3 | 2 | 6 | 2 | X | Foreign Large Value |
| ACWDX | AMG GW&K Small/Mid Cap Growth N | Owns companies we recommend for divestment | 1 | 3 | 0 | 4 | X | Small Growth |
| ACWEX | Cavanal Hill World Energy C | Owns companies we recommend for divestment | 2 | 0 | 3 | 0 | X | Equity Energy |
| ACWI | iShares MSCI ACWI ETF | Owns companies we recommend for divestment | 36 | 28 | 62 | 40 | X | Global Large-Stock Blend |
| ACWIX | AMG GW&K Small/Mid Cap Growth I | Owns companies we recommend for divestment | 1 | 3 | 0 | 4 | X | Small Growth |
| ACWV | iShares MSCI Global Min Vol Factor ETF | Owns companies we recommend for divestment | 9 | 10 | 10 | 13 | X | Global Large-Stock Blend |
| ACWX | iShares MSCI ACWI ex US ETF | Owns companies we recommend for divestment | 16 | 8 | 35 | 11 | X | Foreign Large Blend |
| ACWZX | AMG GW&K Small/Mid Cap Growth Z | Owns companies we recommend for divestment | 1 | 3 | 0 | 4 | X | Small Growth |
| ADAVX | abrdn Dynamic Dividend A | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 3 | X | Global Large-Stock Value |
| ADCCX | American Century Disciplined Growth C | Owns companies we recommend for divestment | 3 | 6 | 9 | 7 | X | Large Growth |
| ADCIX | American Century Disciplined Growth I | Owns companies we recommend for divestment | 3 | 6 | 9 | 7 | X | Large Growth |
| ADCVX | American Century Disciplined Growth A | Owns companies we recommend for divestment | 3 | 6 | 9 | 7 | X | Large Growth |
| ADCYX | American Century Disciplined Growth Y | Owns companies we recommend for divestment | 3 | 6 | 9 | 7 | X | Large Growth |
| ADECX | Columbia Large Cap Value C | Owns companies we recommend for divestment | 3 | 6 | 6 | 6 | X | Large Value |
| ADEIX | Ancora Dividend Value Equity I | Owns companies we recommend for divestment | 2 | 2 | 3 | 3 | X | Large Value |
| ADGAX | AB Core Opportunities A | Owns companies we recommend for divestment | 2 | 5 | 5 | 5 | X | Large Blend |
| ADGCX | AB Core Opportunities C | Owns companies we recommend for divestment | 2 | 5 | 5 | 5 | X | Large Blend |
| ADGGX | American Century Disciplined Growth R5 | Owns companies we recommend for divestment | 3 | 6 | 9 | 7 | X | Large Growth |
| ADGIX | AB Core Opportunities I | Owns companies we recommend for divestment | 2 | 5 | 5 | 5 | X | Large Blend |
| ADGYX | AB Core Opportunities Advisor | Owns companies we recommend for divestment | 2 | 5 | 5 | 5 | X | Large Blend |
| ADGZX | AB Core Opportunities Z | Owns companies we recommend for divestment | 2 | 5 | 5 | 5 | X | Large Blend |
| ADIV | SmartETFs Asia Pcfc Dvdnd Bldr ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Pacific/Asia ex-Japan Stk |
| ADJEX | Azzad Ethical | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Mid-Cap Growth |
| ADKSX | Adirondack Small Cap | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Small Value |
| ADLVX | Adler Value Institutional | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Mid-Cap Value |
| ADME | Aptus Drawdown Managed Equity ETF | Owns companies we recommend for divestment | 3 | 7 | 7 | 8 | X | Equity Hedged |
| 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 |
| ADNIX | American Beacon ARK Transfmt Innov R5 | Owns companies we recommend for divestment | 1 | 1 | 3 | 2 | X | Mid-Cap Growth |
| ADNPX | American Beacon ARK Transfmt Innov Inv | Owns companies we recommend for divestment | 1 | 1 | 3 | 2 | X | Mid-Cap Growth |
| 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 |
| ADOCX | Alger Dynamic Opportunities C | Owns companies we recommend for divestment | 1 | 4 | 4 | 3 | X | Long-Short Equity |
| ADOZX | Alger Dynamic Opportunities Z | Owns companies we recommend for divestment | 1 | 4 | 4 | 3 | X | Long-Short Equity |
| ADPV | Adaptiv™ Select ETF | Owns companies we recommend for divestment | 2 | 2 | 1 | 4 | X | Mid-Cap Blend |
| ADRRX | American Century Disciplined Growth R | Owns companies we recommend for divestment | 3 | 6 | 9 | 7 | X | Large Growth |
| ADSIX | American Century Disciplined Growth Inv | Owns companies we recommend for divestment | 3 | 6 | 9 | 7 | X | Large Growth |
| ADVDX | abrdn Dynamic Dividend Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 3 | X | Global Large-Stock Value |
| ADVE | Matthews Asia Dividend Active ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Pacific/Asia |
| ADVGX | North Square Advisory Rsrch Sm Cp Val I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Blend |
| ADVJX | Vaughan Nelson International Investor Cl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Large Blend |
| ADVKX | Vaughan Nelson Emerging Markets Inv Cl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| ADVLX | Vaughan Nelson International Cl I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Large Blend |
| ADVMX | Vaughan Nelson Emerging Markets Instl Cl | 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 |
| AECLX | American Century Emerg Mkts Sm Cp A | 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 |
| AECSX | American Century Emerging Mkts Sm Cp I | 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 |
| AECVX | American Century Emerg Mkts Sm Cp Inv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| 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 |
| AEDFX | Water Island Event-Driven Fund R | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Event Driven |
| AEDMX | American Century Emerging Markets R6 | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| AEDNX | Water Island Event-Driven Fund I | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Event Driven |
| AEDRX | Invesco EQV European Equity R | 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 |
| AEEIX | AB Global Real Estate Investment I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| AEGFX | American Funds Europacific Growth F1 | Owns companies we recommend for divestment | 6 | 3 | 13 | 5 | X | Foreign Large Growth |
| AEGMX | American Century Emerging Markets R5 | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| AEGSX | Invesco EQV European Equity R6 | Owns companies we recommend for divestment | 2 | 2 | 3 | 2 | X | Europe Stock |
| AEIMX | American Century Equity Income G | Owns companies we recommend for divestment | 2 | 1 | 4 | 1 | X | Large Value |
| AEIUX | American Century Equity Income R5 | Owns companies we recommend for divestment | 2 | 1 | 4 | 1 | X | Large Value |
| AEIYX | American Century Equity Income Y | Owns companies we recommend for divestment | 2 | 1 | 4 | 1 | X | Large Value |
| 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 |
| AEMMX | American Century Emerging Markets A | Owns companies we recommend for divestment | 1 | 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 |
| AEMRX | American Century Emerging Markets R | Owns companies we recommend for divestment | 1 | 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 |
| 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 |
| 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 |
| AEPCX | American Funds Europacific Growth C | Owns companies we recommend for divestment | 6 | 3 | 13 | 5 | X | Foreign Large Growth |
| AEPFX | American Funds Europacific Growth F2 | Owns companies we recommend for divestment | 6 | 3 | 13 | 5 | X | Foreign Large Growth |
| AEPGX | American Funds Europacific Growth A | Owns companies we recommend for divestment | 6 | 3 | 13 | 5 | X | Foreign Large Growth |
| AEPIX | Allspring Managed Acct Corebuilder EPI | Owns companies we recommend for divestment | 3 | 5 | 6 | 6 | X | Large Blend |
| AEUDX | American Century Equity Income R6 | Owns companies we recommend for divestment | 2 | 1 | 4 | 1 | X | Large Value |
| AEURX | American Century Equity Income R | Owns companies we recommend for divestment | 2 | 1 | 4 | 1 | X | Large Value |
| AEYCX | American Century Equity Growth C | Owns companies we recommend for divestment | 9 | 9 | 19 | 14 | X | Large Blend |
| AEYGX | American Century Equity Growth R5 | Owns companies we recommend for divestment | 9 | 9 | 19 | 14 | X | Large Blend |
| AEYIX | American Century Equity Income C | Owns companies we recommend for divestment | 2 | 1 | 4 | 1 | X | Large Value |
| AEYMX | American Century Emerging Markets Y | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| AEYRX | American Century Equity Growth R | Owns companies we recommend for divestment | 9 | 9 | 19 | 14 | X | Large Blend |
| AFALX | Applied Finance Dividend Investor | Owns companies we recommend for divestment | 2 | 2 | 3 | 3 | X | Large Value |
| AFAVX | AMG River Road Focused Absolute Value I | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 2 | 0 | X | Mid-Cap Value |
| AFAZX | Applied Finance Dividend Institutional | Owns companies we recommend for divestment | 2 | 2 | 3 | 3 | X | Large Value |
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| AFDAX | American Century Large Cap Equity A | Owns companies we recommend for divestment | 3 | 6 | 8 | 11 | V | Large Blend |
| AFDCX | American Century Large Cap Equity C | Owns companies we recommend for divestment | 3 | 6 | 8 | 11 | V | Large Blend |
| AFDGX | American Century Large Cap Equity R5 | Owns companies we recommend for divestment | 3 | 6 | 8 | 11 | V | Large Blend |
| AFDIX | American Century Large Cap Equity Inv | Owns companies we recommend for divestment | 3 | 6 | 8 | 11 | V | Large Blend |
| AFDRX | American Century Large Cap Equity R | Owns companies we recommend for divestment | 3 | 6 | 8 | 11 | V | Large Blend |
| AFDVX | Applied Finance Explorer Investor | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 1 | X | Small Value |
| AFDZX | Applied Finance Explorer Institutional | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 1 | X | Small Value |
| AFEDX | American Century Large Cap Equity R6 | Owns companies we recommend for divestment | 3 | 6 | 8 | 11 | V | Large Blend |
| AFEGX | American Century Large Cap Equity G | Owns companies we recommend for divestment | 3 | 6 | 8 | 11 | V | Large Blend |
| AFEIX | American Century Large Cap Equity I | Owns companies we recommend for divestment | 3 | 6 | 8 | 11 | V | Large Blend |
| AFGFX | Virtus Silvant Focused Growth R6 | Owns companies we recommend for divestment | 1 | 2 | 5 | 5 | X | Large Growth |
| AFGGX | Yorktown Growth A | Owns companies we recommend for divestment | 2 | 2 | 0 | 3 | X | Global Small/Mid Stock |
| AFGIX | Alger Global Equity I | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 5 | X | Global Large-Stock 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 |
| AFGZX | Alger Global Equity Z | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 5 | X | Global Large-Stock Growth |
| AFICX | American Funds Fundamental Invs C | Owns companies we recommend for divestment | 10 | 10 | 15 | 17 | X | Large Blend |
| AFIFX | American Funds Fundamental Invs F1 | Owns companies we recommend for divestment | 10 | 10 | 15 | 17 | X | Large Blend |
| 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 |
| AFK | VanEck Africa ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Miscellaneous Region |
| AFLG | First Trust Active Factor Large Cap ETF | Owns companies we recommend for divestment | 12 | 15 | 16 | 15 | X | Large Blend |
| AFMBX | American Funds American Balanced F3 | Owns companies we recommend for divestment | 11 | 8 | 17 | 17 | X | Moderate Allocation |
| AFMC | First Trust Active Factor Mid Cap ETF | Owns companies we recommend for divestment | 1 | 4 | 1 | 3 | X | Mid-Cap Blend |
| AFMCX | Acuitas US Microcap Institutional | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Small Blend |
| AFMFX | American Funds American Mutual F3 | Owns companies we recommend for divestment | 9 | 5 | 11 | 14 | X | Large Value |
| AFNAX | Bahl & Gaynor Income Growth A | 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 |
| AFOCX | Archer Focus | Owns companies we recommend for divestment | 1 | 1 | 4 | 3 | X | Large Value |
| AFOIX | Alger Mid Cap Focus I | Owns companies we recommend for divestment | 2 | 1 | 1 | 2 | X | Mid-Cap Growth |
| AFOYX | Ariel Focus Institutional | Owns companies we recommend for divestment | 2 | 0 | 2 | 1 | X | Mid-Cap Value |
| AFOZX | Alger Mid Cap Focus Z | Owns companies we recommend for divestment | 2 | 1 | 1 | 2 | X | Mid-Cap 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 |
| AFSM | First Trust Active Factor Small Cap ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 1 | 1 | X | Small Blend |
| AFVLX | Applied Finance Select Investor | Owns companies we recommend for divestment | 2 | 2 | 6 | 3 | X | Large Value |
| AFVZX | Applied Finance Select Institutional | Owns companies we recommend for divestment | 2 | 2 | 6 | 3 | X | Large Value |
| AFYCX | Bahl & Gaynor Income Growth C | Owns companies we recommend for divestment | 4 | 2 | 6 | 4 | X | Large Value |
| AFYDX | American Century Large Cap Equity Y | Owns companies we recommend for divestment | 3 | 6 | 8 | 11 | V | Large Blend |
| AGAQX | Allspring Global Long/Short Equity A | Owns companies we recommend for divestment | 1 | 3 | 9 | 7 | X | Long-Short Equity |
| AGAWX | Allspring Global Long/Short Equity R6 | Owns companies we recommend for divestment | 1 | 3 | 9 | 7 | X | Long-Short Equity |
| AGAZX | Allspring Global Long/Short Equity Inst | Owns companies we recommend for divestment | 1 | 3 | 9 | 7 | X | Long-Short Equity |
| AGCHX | American Century Global Small Cap C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | X | Global Small/Mid Stock |
| AGCLX | American Century Global Small Cap A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | 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 | 1 | 1 | 1 | 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 | 1 | 1 | 1 | 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 | 1 | 1 | 1 | 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 | 1 | 1 | 1 | X | Global Small/Mid Stock |
| AGEAX | Water Island Event-Driven Fund A | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Event Driven |
| AGFCX | Alger Responsible Investing C | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 4 | 6 | V | Large Growth |
| AGFGX | American Century Focused Global Gr R5 | Owns companies we recommend for divestment | 1 | 2 | 3 | 3 | X | Global Large-Stock Growth |
| AGFIX | AB Growth I | Owns companies we recommend for divestment | 1 | 4 | 3 | 4 | X | Large Growth |
| AGGDX | American Century Focused Global Gr R6 | Owns companies we recommend for divestment | 1 | 2 | 3 | 3 | X | Global Large-Stock Growth |
| AGGIX | American Century Focused Global Gr I | Owns companies we recommend for divestment | 1 | 2 | 3 | 3 | X | Global Large-Stock Growth |
| AGGNX | American Century Global Gold I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Precious Metals |
| AGGPX | MFS Aggressive Growth Allocation R6 | Owns companies we recommend for divestment | 19 | 11 | 19 | 23 | X | Aggressive Allocation |
| AGGRX | American Century Focused Global Gr A | Owns companies we recommend for divestment | 1 | 2 | 3 | 3 | X | Global Large-Stock Growth |
| AGGWX | American Century Global Gold R | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Precious Metals |
| AGIFX | Alger Responsible Investing I | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 4 | 6 | V | Large Growth |
| AGIRX | Alger Mid Cap Growth Institutional R | Owns companies we recommend for divestment | 1 | 0 | 1 | 2 | X | Mid-Cap Growth |
| AGIX | KraneShares Artfcl Intllgnc and Tech ETF | Owns companies we recommend for divestment | 1 | 2 | 4 | 5 | X | Technology |
| AGIZX | Alger Growth & Income Z | Owns companies we recommend for divestment | 2 | 5 | 9 | 6 | X | Large Blend |
| AGLCX | American Century Focused Global Gr C | Owns companies we recommend for divestment | 1 | 2 | 3 | 3 | X | Global Large-Stock Growth |
| 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 |
| 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 |
| AGMI | Themes Silver Miners ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Precious Metals |
| AGNG | Global X Aging Population ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Health |
| AGOCX | PGIM Jennison Global Equity Income C | Owns companies we recommend for divestment | 2 | 3 | 3 | 2 | X | Global Large-Stock Value |
| AGORX | American Century Focused Global Gr R | Owns companies we recommend for divestment | 1 | 2 | 3 | 3 | X | Global Large-Stock Growth |
| AGOZX | Alger Small Cap Focus Z | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| AGQI | First Trust Active Gbl Qual Inc ETF | Owns companies we recommend for divestment | 1 | 1 | 3 | 2 | X | Global Large-Stock Value |
| AGRCX | AB Growth C | Owns companies we recommend for divestment | 1 | 4 | 3 | 4 | X | Large Growth |
| AGRDX | American Century Growth R6 | Owns companies we recommend for divestment | 1 | 5 | 6 | 6 | X | Large Growth |
| AGREX | Invesco Global Real Estate A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| AGRFX | AB Growth A | Owns companies we recommend for divestment | 1 | 4 | 3 | 4 | X | Large Growth |
| AGRYX | AB Growth Advisor | Owns companies we recommend for divestment | 1 | 4 | 3 | 4 | X | Large Growth |
| AGSCX | Alger Small Cap Growth C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| AGTHX | American Funds Growth Fund of Amer A | Owns companies we recommend for divestment | 10 | 12 | 16 | 15 | X | Large Growth |
| AGTIX | 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 |
| AGVDX | American Funds Global Insight C | Owns companies we recommend for divestment | 8 | 6 | 12 | 12 | X | Global Large-Stock Blend |
| AGVEX | American Funds Global Insight F-1 | Owns companies we recommend for divestment | 8 | 6 | 12 | 12 | X | Global Large-Stock Blend |
| AGVFX | American Funds Global Insight A | Owns companies we recommend for divestment | 8 | 6 | 12 | 12 | X | Global Large-Stock Blend |
| AGVGX | American Funds Global Insight F-2 | Owns companies we recommend for divestment | 8 | 6 | 12 | 12 | X | Global Large-Stock Blend |
| AGVHX | American Funds Global Insight F-3 | Owns companies we recommend for divestment | 8 | 6 | 12 | 12 | X | Global Large-Stock Blend |
| AGWRX | American Century Growth R | Owns companies we recommend for divestment | 1 | 5 | 6 | 6 | X | Large Growth |
| AGWUX | American Century Growth R5 | Owns companies we recommend for divestment | 1 | 5 | 6 | 6 | X | Large Growth |
| AGYCX | American Century Global Gold C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Precious Metals |
| AGYGX | American Century Focused Global Gr Y | Owns companies we recommend for divestment | 1 | 2 | 3 | 3 | X | Global Large-Stock Growth |
| AGYWX | American Century Growth Y | Owns companies we recommend for divestment | 1 | 5 | 6 | 6 | X | Large Growth |
| AHGCX | American Century Heritage C | Owns companies we recommend for divestment | 1 | 0 | 2 | 2 | X | Mid-Cap Growth |
| AHOY | Newday Ocean Health ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 0 | 0 | V | Large Blend |
| AHSAX | Alger Health Sciences A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Health |
| AHSCX | Alger Health Sciences C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Health |
| AHSZX | Alger Health Sciences Z | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Health |
| AIA | iShares Asia 50 ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Pacific/Asia ex-Japan Stk |
| AIAFX | abrdn Global Infrastructure A | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Infrastructure |
| AIAGX | abrdn Realty Income & Growth A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| AIBBX | Aristotle Small Cap Equity I-2 | Owns companies we recommend for divestment | 1 | 2 | 0 | 2 | X | Small Blend |
| AICCX | American Funds Invmt Co of Amer C | Owns companies we recommend for divestment | 9 | 7 | 16 | 14 | X | Large Blend |
| AICFX | American Funds Invmt Co of Amer F1 | Owns companies we recommend for divestment | 9 | 7 | 16 | 14 | X | Large Blend |
| AICGX | American Century Discplnd Cor Val R5 | Owns companies we recommend for divestment | 5 | 7 | 10 | 10 | X | Large Value |
| AICRX | American Century Discplnd Cor Val R | Owns companies we recommend for divestment | 5 | 7 | 10 | 10 | X | Large Value |
| AIEAX | American Beacon International Eq A | Owns companies we recommend for divestment | 2 | 2 | 6 | 4 | X | Foreign Large Value |
| AIECX | Invesco EQV International Equity C | Owns companies we recommend for divestment | 1 | 1 | 3 | 2 | X | Foreign Large Growth |
| AIEMX | Alger Emerging Markets I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| AIEQ | Amplify AI Powered Equity ETF | Owns companies we recommend for divestment | 6 | 3 | 9 | 12 | X | Mid-Cap Blend |
| 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 |
| AIFAX | Alger AI Enablers & Adopters A | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 3 | X | Technology |
| AIFD | TCW Artificial Intelligence ETF | Owns companies we recommend for divestment | 1 | 3 | 5 | 7 | X | Technology |
| 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 |
| AIFIX | Alger AI Enablers & Adopters I | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 3 | X | Technology |
| AIFRX | abrdn Global Infrastructure Instl | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Infrastructure |
| AIGGX | Aristotle Growth Equity I-2 | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 3 | X | 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 |
| AIGOX | Alger Growth & Income I-2 | Owns companies we recommend for divestment | 2 | 5 | 9 | 6 | X | Large Blend |
| AIGYX | abrdn Realty Income & Growth Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| AIHHX | Aristotle Small/Mid Cap Equity I-2 | Owns companies we recommend for divestment | 2 | 1 | 0 | 2 | X | Small Blend |
| AIIEX | Invesco EQV International Equity A | Owns companies we recommend for divestment | 1 | 1 | 3 | 2 | X | Foreign Large Growth |
| AIISX | Virtus International S/C R6 | Owns companies we recommend for divestment | 1 | 1 | 1 | 0 | X | Foreign Small/Mid Value |
| AIIYX | Invesco EQV International Equity Y | Owns companies we recommend for divestment | 1 | 1 | 3 | 2 | X | Foreign Large Growth |
| AILCX | American Beacon International Eq C | Owns companies we recommend for divestment | 2 | 2 | 6 | 4 | X | Foreign Large Value |
| AILLX | Aristotle Core Equity I-2 | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 5 | 5 | X | Large Blend |
| AIMOX | AQR International Momentum Style I | Owns companies we recommend for divestment | 6 | 4 | 14 | 3 | X | Foreign Large Growth |
| AINIX | Ariel International Institutional | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Foreign Large Value |
| AINTX | Ariel International Investor | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Foreign Large Value |
| AIOCX | American Century International Opps C | 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 |
| AIONX | AQR International Momentum Style N | Owns companies we recommend for divestment | 6 | 4 | 14 | 3 | X | Foreign Large Growth |
| AIOOX | Aristotle/Saul Global Equity I-2 | Owns companies we recommend for divestment | 1 | 1 | 4 | 2 | X | Global Large-Stock Blend |
| AIORX | American Century International Opps R | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
| AIPI | REX AI Equity Premium Income ETF | Owns companies we recommend for divestment | 1 | 2 | 6 | 6 | X | Derivative Income |
| AIQ | Global X Artfcl Intlgc & Tech ETF | Owns companies we recommend for divestment | 1 | 2 | 7 | 8 | X | Technology |
| AIQQX | Aristotle Value Equity I-2 | Owns companies we recommend for divestment | 2 | 1 | 3 | 3 | X | Large Blend |
| AIRL | Themes Airlines ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Miscellaneous Sector |
| AIRR | First Trust RBA Amer Indl RenaisTM ETF | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Industrials |
| AIS | VistaShares Artfcl Intlgc Supercycle ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 1 | X | Technology |
| AISBX | Aristotle Small Cap Eq C | Owns companies we recommend for divestment | 1 | 2 | 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 |
| AISZX | Alger SmallCap Growth Institutional Z-2 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| AIVBX | American Funds International Vntg A | Owns companies we recommend for divestment | 3 | 1 | 7 | 3 | X | Foreign Large Growth |
| AIVC | Amplify Bloomberg AI Value Chain ETF | Owns companies we recommend for divestment | 0 | 2 | 4 | 4 | X | Technology |
| 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 |
| AIVI | WisdomTree Intl Al Enhanced Val ETF | Owns companies we recommend for divestment | 2 | 1 | 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 |
| AIVL | WisdomTree US Al Enhanced Val ETF | Owns companies we recommend for divestment | 5 | 2 | 9 | 4 | X | Mid-Cap Value |
| AIVOX | American Century International Opps A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
| AIVSX | American Funds Invmt Co of Amer A | Owns companies we recommend for divestment | 9 | 7 | 16 | 14 | X | Large Blend |
| AIWCX | American Century International Gr C | Owns companies we recommend for divestment | 2 | 0 | 2 | 3 | X | Foreign Large Growth |
| AIWEX | Cavanal Hill World Energy Institutional | Owns companies we recommend for divestment | 2 | 0 | 3 | 0 | X | Equity Energy |
| AKREX | Akre Focus Retail | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Large Growth |
| AKRIX | Akre Focus Instl | 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 |
| ALABX | ALPS/Smith Balanced Opportunity A | Owns companies we recommend for divestment | 3 | 7 | 7 | 10 | X | Moderate Allocation |
| ALAFX | Alger Focus Equity A | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 3 | X | Large Growth |
| ALAI | Alger AI Enablers & Adopters ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 3 | X | Technology |
| ALARX | Alger Capital Appreciation Instl I | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 3 | X | Large Growth |
| ALBAX | Alger Growth & Income A | Owns companies we recommend for divestment | 2 | 5 | 9 | 6 | X | Large Blend |
| ALBCX | Alger Growth & Income C | Owns companies we recommend for divestment | 2 | 5 | 9 | 6 | X | Large Blend |
| ALCBX | ALPS/Smith Balanced Opportunity C | Owns companies we recommend for divestment | 3 | 7 | 7 | 10 | X | Moderate Allocation |
| ALCCX | Alger Capital Appreciation C | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 3 | X | Large Growth |
| ALCEX | Avantis U.S. Large Cap Value G | Owns companies we recommend for divestment | 5 | 11 | 12 | 11 | X | Large Value |
| ALCFX | Alger Focus Equity C | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 3 | X | Large Growth |
| ALCKX | AB Large Cap Growth K | Owns companies we recommend for divestment | 2 | 5 | 4 | 5 | X | 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 |
| 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 |
| 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 |
| ALGRX | Alger Focus Equity I | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 3 | X | Large Growth |
| ALGYX | Alger Focus Equity Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 3 | X | Large Growth |
| ALGZX | Alger Responsible Investing Z | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 4 | 6 | V | Large Growth |
| ALIBX | ALPS/Smith Balanced Opportunity Inv | Owns companies we recommend for divestment | 3 | 7 | 7 | 10 | X | Moderate Allocation |
| ALLIX | AB Large Cap Growth I | Owns companies we recommend for divestment | 2 | 5 | 4 | 5 | X | Large Growth |
| ALMAX | Alger Weatherbie Specialized Growth A | Owns companies we recommend for divestment | 1 | 2 | 1 | 1 | X | Small Growth |
| ALMCX | Alger Weatherbie Specialized Growth C | Owns companies we recommend for divestment | 1 | 2 | 1 | 1 | X | Small Growth |
| ALMRX | Alger Mid Cap Growth Institutional I | Owns companies we recommend for divestment | 1 | 0 | 1 | 2 | X | Mid-Cap Growth |
| ALMZX | Alger MidCap Growth Institutional Z-2 | Owns companies we recommend for divestment | 1 | 0 | 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 |
| ALOIX | Virtus International S/C Instl | Owns companies we recommend for divestment | 1 | 1 | 1 | 0 | X | Foreign Small/Mid Value |
| ALOYX | Alger Mid Cap Focus Y | Owns companies we recommend for divestment | 2 | 1 | 1 | 2 | X | Mid-Cap Growth |
| ALPAX | American Century Focused Lg Cap Val A | Owns companies we recommend for divestment | 1 | 1 | 4 | 1 | X | Large Value |
| ALPBX | ALPS/Smith Balanced Opportunity I | Owns companies we recommend for divestment | 3 | 7 | 7 | 10 | X | Moderate Allocation |
| ALPCX | American Century Focused Lg Cap Val C | Owns companies we recommend for divestment | 1 | 1 | 4 | 1 | X | Large Value |
| 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 |
| ALSMX | Archer Multi Cap | Owns companies we recommend for divestment | 1 | 4 | 7 | 5 | X | Mid-Cap Blend |
| ALSRX | Alger Small Cap Growth Institutional I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| ALTEX | Firsthand Alternative Energy | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 3 | 0 | V | Technology |
| ALTFX | 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 |
| ALTL | Pacer Lunt Large Cap Alternator ETF | Owns companies we recommend for divestment | 8 | 5 | 7 | 7 | X | Large Value |
| ALTY | Global X Alternative Income ETF | Owns companies we recommend for divestment | 6 | 10 | 9 | 15 | X | Aggressive Allocation |
| ALVAX | American Beacon Large Cap Value A | Owns companies we recommend for divestment | 7 | 5 | 10 | 10 | X | Large Value |
| ALVCX | American Beacon Large Cap Value C | Owns companies we recommend for divestment | 7 | 5 | 10 | 10 | X | Large Value |
| ALVDX | American Century Focused Lg Cap Val R6 | Owns companies we recommend for divestment | 1 | 1 | 4 | 1 | X | Large Value |
| ALVGX | American Century Focused Lg Cap Val R5 | Owns companies we recommend for divestment | 1 | 1 | 4 | 1 | X | Large Value |
| ALVIX | American Century Focused Lg Cap Val Inv | Owns companies we recommend for divestment | 1 | 1 | 4 | 1 | X | Large Value |
| ALVOX | Alger Capital Appreciation Ptfl I-2 | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 3 | X | Large Growth |
| ALVRX | American Century Focused Lg Cap Val R | Owns companies we recommend for divestment | 1 | 1 | 4 | 1 | X | Large Value |
| ALVSX | American Century Focused Lg Cap Val I | Owns companies we recommend for divestment | 1 | 1 | 4 | 1 | X | Large Value |
| ALZFX | Alger Focus Equity Z | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 3 | X | Large Growth |
| AMADX | American Century Discplnd Cor Val A | Owns companies we recommend for divestment | 5 | 7 | 10 | 10 | X | Large Value |
| AMAEX | American Century Small Cap Dividend Inv | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Small Value |
| AMAFX | American Century Small Cap Dividend I | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Small Value |
| AMAGX | Amana Growth Investor | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 2 | V | Large Growth |
| AMAHX | American Century Small Cap Dividend A | 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 |
| AMALX | American Century Small Cap Dividend G | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Small Value |
| AMANX | Amana Income Investor | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | V | Large Blend |
| AMBFX | American Funds American Balanced F2 | Owns companies we recommend for divestment | 11 | 8 | 17 | 17 | X | Moderate Allocation |
| AMCFX | American Funds AMCAP F2 | Owns companies we recommend for divestment | 6 | 6 | 11 | 12 | X | Large Growth |
| AMCGX | Alger Mid Cap Growth B | Owns companies we recommend for divestment | 1 | 0 | 1 | 2 | X | Mid-Cap Growth |
| AMCPX | American Funds AMCAP A | Owns companies we recommend for divestment | 6 | 6 | 11 | 12 | X | Large Growth |
| AMCYX | Invesco Greater China Y | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
| AMCZX | Alger Mid Cap Growth Z | Owns companies we recommend for divestment | 1 | 0 | 1 | 2 | X | Mid-Cap Growth |
| AMDVX | American Century Mid Cap Value R6 | Owns companies we recommend for divestment | 1 | 1 | 2 | 1 | X | Mid-Cap Value |
| AMDWX | Amana Developing World Investor | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Diversified Emerging Mkts |
| AMECX | American Funds Income Fund of Amer A | Owns companies we recommend for divestment | 10 | 8 | 11 | 9 | X | Moderately Aggressive Allocation |
| AMEFX | American Funds Income Fund of Amer F2 | Owns companies we recommend for divestment | 10 | 8 | 11 | 9 | X | Moderately Aggressive Allocation |
| AMEIX | American Century Equity Growth I | Owns companies we recommend for divestment | 9 | 9 | 19 | 14 | X | Large Blend |
| AMFCX | American Funds American Mutual C | Owns companies we recommend for divestment | 9 | 5 | 11 | 14 | X | Large Value |
| AMFEX | AAMA Equity | Owns companies we recommend for divestment | 2 | 4 | 6 | 5 | X | Large Blend |
| AMFFX | American Funds American Mutual F1 | Owns companies we recommend for divestment | 9 | 5 | 11 | 14 | X | Large Value |
| AMGAX | Alger Mid Cap Growth A | Owns companies we recommend for divestment | 1 | 0 | 1 | 2 | X | Mid-Cap Growth |
| AMGCX | Alger Mid Cap Growth C | Owns companies we recommend for divestment | 1 | 0 | 1 | 2 | X | Mid-Cap Growth |
| AMGIX | American Century Discplnd Cor Val I | Owns companies we recommend for divestment | 5 | 7 | 10 | 10 | X | Large Value |
| AMGOX | Alger Mid Cap Growth I-2 | Owns companies we recommend for divestment | 1 | 0 | 1 | 2 | X | Mid-Cap Growth |
| AMID | Argent Mid Cap ETF | Owns companies we recommend for divestment | 2 | 0 | 1 | 2 | X | Mid-Cap Blend |
| AMIDX | Amana Developing World Institutional | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Diversified Emerging Mkts |
| AMIGX | Amana Growth Institutional | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 2 | V | Large Growth |
| AMINX | Amana Income Institutional | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | V | Large Blend |
| AMKIX | American Century Emerging Markets I | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| AMLP | Alerian MLP ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Energy Limited Partnership |
| AMLPX | MainGate MLP A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Energy Limited Partnership |
| AMOM | QRAFT AI-Enhanced US Large Cap Mmntm ETF | Owns companies we recommend for divestment | 3 | 2 | 3 | 3 | X | Large Growth |
| AMOMX | AQR Large Cap Momentum Style I | Owns companies we recommend for divestment | 12 | 13 | 14 | 19 | X | Large Growth |
| AMONX | AQR Large Cap Momentum Style N | Owns companies we recommend for divestment | 12 | 13 | 14 | 19 | X | Large Growth |
| AMPCX | American Funds AMCAP C | Owns companies we recommend for divestment | 6 | 6 | 11 | 12 | X | Large Growth |
| AMPFX | American Funds AMCAP F1 | Owns companies we recommend for divestment | 6 | 6 | 11 | 12 | X | Large Growth |
| AMRAX | American Growth One A | Owns companies we recommend for divestment | 2 | 5 | 4 | 5 | X | Large Growth |
| AMRBX | American Growth One B | Owns companies we recommend for divestment | 2 | 5 | 4 | 5 | X | Large Growth |
| AMRCX | American Growth One C | Owns companies we recommend for divestment | 2 | 5 | 4 | 5 | X | Large Growth |
| AMRFX | American Funds American Mutual F2 | Owns companies we recommend for divestment | 9 | 5 | 11 | 14 | X | Large Value |
| AMRGX | American Growth One D | Owns companies we recommend for divestment | 2 | 5 | 4 | 5 | X | Large Growth |
| AMRMX | American Funds American Mutual A | Owns companies we recommend for divestment | 9 | 5 | 11 | 14 | X | Large Value |
| AMTAX | AB All Market Real Return A | Owns companies we recommend for divestment | 4 | 3 | 17 | 7 | X | Global Large-Stock Blend |
| AMTOX | AB All Market Real Return 1 | Owns companies we recommend for divestment | 4 | 3 | 17 | 7 | X | Global Large-Stock Blend |
| AMTYX | AB All Market Real Return Advisor | Owns companies we recommend for divestment | 4 | 3 | 17 | 7 | X | Global Large-Stock Blend |
| AMTZX | AB All Market Real Return Z | Owns companies we recommend for divestment | 4 | 3 | 17 | 7 | X | Global Large-Stock Blend |
| AMVGX | American Century Mid Cap Value R5 | 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 |
| AMVYX | American Century Mid Cap Value Y | Owns companies we recommend for divestment | 1 | 1 | 2 | 1 | X | Mid-Cap Value |
| AMZA | InfraCap MLP ETF | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Energy Limited Partnership |
| ANAVX | Virtus NFJ International Value R6 | Owns companies we recommend for divestment | 1 | 1 | 1 | 0 | X | Foreign Large Blend |
| ANCFX | American Funds Fundamental Invs A | Owns companies we recommend for divestment | 10 | 10 | 15 | 17 | X | Large Blend |
| ANCIX | Ancora MicroCap I | Owns companies we recommend for divestment | 1 | 1 | 1 | 0 | X | Small Value |
| ANDIX | AQR International Defensive Style I | Owns companies we recommend for divestment | 5 | 3 | 5 | 3 | X | Foreign Large Blend |
| ANDNX | AQR International Defensive Style N | Owns companies we recommend for divestment | 5 | 3 | 5 | 3 | X | Foreign Large Blend |
| ANDRX | AQR International Defensive Style R6 | Owns companies we recommend for divestment | 5 | 3 | 5 | 3 | X | Foreign Large Blend |
| ANDVX | Virtus NFJ Dividend Value R6 | Owns companies we recommend for divestment | 2 | 2 | 3 | 5 | X | Large Value |
| ANEFX | American Funds New Economy A | Owns companies we recommend for divestment | 6 | 8 | 12 | 13 | X | Global Large-Stock Growth |
| ANEW | ProShares MSCI Trnsfmtnl Chngs ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 7 | 5 | X | Large Growth |
| ANFCX | American Funds New Economy C | Owns companies we recommend for divestment | 6 | 8 | 12 | 13 | X | Global Large-Stock Growth |
| ANFFX | American Funds New Economy F1 | Owns companies we recommend for divestment | 6 | 8 | 12 | 13 | X | Global Large-Stock Growth |
| 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 |
| ANJIX | Virtus NFJ International Value Inst | Owns companies we recommend for divestment | 1 | 1 | 1 | 0 | X | Foreign Large Blend |
| ANOAX | American Century Small Cap Growth A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 0 | X | Small Growth |
| ANOCX | American Century Small Cap Growth C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 0 | X | Small Growth |
| ANODX | American Century Small Cap Growth R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 0 | X | Small Growth |
| ANOGX | American Century Small Cap Growth R5 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 0 | X | Small Growth |
| ANOHX | American Century Small Cap Growth G | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 0 | X | Small Growth |
| ANOIX | American Century Small Cap Growth Inv | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 0 | X | Small Growth |
| ANONX | American Century Small Cap Growth I | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 0 | X | Small Growth |
| ANORX | American Century Small Cap Growth R | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 0 | X | Small Growth |
| ANOYX | American Century Small Cap Growth Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 0 | X | Small Growth |
| ANPRX | Virtus NFJ Mid-Cap Value R6 | Owns companies we recommend for divestment | 4 | 5 | 2 | 4 | X | Mid-Cap 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 |
| ANTMX | American Century Intl Sm-Md Cp G | Owns companies we recommend for divestment | 1 | 1 | 0 | 0 | X | Foreign Small/Mid Growth |
| ANTSX | American Century Intl Sm-Md Cp Inv | Owns companies we recommend for divestment | 1 | 1 | 0 | 0 | X | Foreign Small/Mid Growth |
| 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 |
| 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 |
| ANVIX | Virtus NFJ Large-Cap Value Fund Inst | Owns companies we recommend for divestment | 4 | 4 | 5 | 9 | X | Large Value |
| 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 |
| 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 |
| 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 |
| ANWFX | American Funds New Perspective F2 | Owns companies we recommend for divestment | 10 | 9 | 18 | 16 | X | Global Large-Stock Growth |
| ANWPX | American Funds New Perspective A | Owns companies we recommend for divestment | 10 | 9 | 18 | 16 | X | Global Large-Stock Growth |
| AOA | iShares Core Aggressive Allocation ETF | Owns companies we recommend for divestment | 58 | 46 | 100 | 55 | X | Global Allocation |
| AOBLX | Pioneer Balanced ESG A | Owns companies we recommend for divestment | 1 | 3 | 5 | 6 | V | Moderate Allocation |
| 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 |
| AOGIX | American Century One Choice Agrsv Inv | Owns companies we recommend for divestment | 54 | 31 | 85 | 38 | X | Moderately Aggressive Allocation |
| AOMIX | American Century One Choice Mod Inv | Owns companies we recommend for divestment | 54 | 31 | 85 | 38 | X | Moderate Allocation |
| AOOIX | American Century One Choice 2045 I | Owns companies we recommend for divestment | 54 | 31 | 85 | 38 | X | Target-Date 2045 |
| 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 |
| AOR | iShares Core Growth Allocation ETF | Owns companies we recommend for divestment | 58 | 46 | 100 | 55 | X | Moderate Allocation |
| AORMX | American Century One Choice Mod R | Owns companies we recommend for divestment | 54 | 31 | 85 | 38 | X | Moderate Allocation |
| AORVX | American Century One Choice VryAgrsv R | Owns companies we recommend for divestment | 54 | 31 | 85 | 38 | X | Aggressive Allocation |
| AORYX | American Century One Choice Agrsv R | Owns companies we recommend for divestment | 54 | 31 | 85 | 38 | X | Moderately Aggressive Allocation |
| 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 |
| AOTG | AOT Growth and Innovation ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 4 | X | Technology |
| 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 |
| AOVIX | American Century One Choice VryAgrsv Inv | Owns companies we recommend for divestment | 54 | 31 | 85 | 38 | X | Aggressive Allocation |
| APAYX | Integrity Dividend Summit A | Owns companies we recommend for divestment | 2 | 4 | 1 | 4 | X | Large Value |
| 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 |
| APDEX | Artisan Sustainable Emerging Markets Adv | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | V | Diversified Emerging Mkts |
| APDGX | Artisan Global Value Advisor | Owns companies we recommend for divestment | 3 | 3 | 4 | 1 | X | Global Large-Stock Value |
| APDHX | Artisan Global Equity Advisor | Owns companies we recommend for divestment | 2 | 2 | 4 | 3 | X | Global Large-Stock Growth |
| APDIX | Artisan International Advisor | Owns companies we recommend for divestment | 2 | 1 | 3 | 2 | X | Foreign Large Growth |
| APDJX | Artisan International Small-Mid Advisor | Owns companies we recommend for divestment | 2 | 1 | 1 | 1 | X | Foreign Small/Mid Growth |
| APDKX | Artisan International Value Advisor | 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 | 1 | 4 | 2 | X | Large Value |
| 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 |
| APDNX | Artisan Select Equity Advisor | Owns companies we recommend for divestment | 2 | 3 | 3 | 2 | X | Large 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 |
| APDRX | Artisan Global Opportunities Advisor | Owns companies we recommend for divestment | 1 | 2 | 3 | 4 | X | Global Large-Stock Growth |
| APDSX | Artisan Small Cap Advisor | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| APDTX | Artisan Focus Fund Advisor | Owns companies we recommend for divestment | 2 | 2 | 2 | 2 | X | Large Growth |
| APDWX | Artisan Value Income Advisor | Owns companies we recommend for divestment | 1 | 1 | 0 | 2 | X | Large Value |
| 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 |
| 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 |
| APFWX | Artisan Value Income Investor | Owns companies we recommend for divestment | 1 | 1 | 0 | 2 | X | Large Value |
| APGAX | AB Large Cap Growth A | Owns companies we recommend for divestment | 2 | 5 | 4 | 5 | X | Large Growth |
| APGCX | AB Large Cap Growth C | Owns companies we recommend for divestment | 2 | 5 | 4 | 5 | X | Large Growth |
| APGRX | Yorktown Growth Institutional | Owns companies we recommend for divestment | 2 | 2 | 0 | 3 | X | Global Small/Mid Stock |
| APGYX | AB Large Cap Growth Advisor | Owns companies we recommend for divestment | 2 | 5 | 4 | 5 | X | Large Growth |
| APGZX | AB Large Cap Growth Z | Owns companies we recommend for divestment | 2 | 5 | 4 | 5 | X | Large Growth |
| 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 |
| APHEX | Artisan Sustainable Emerging Mkts Inst | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | V | Diversified Emerging Mkts |
| APHGX | Artisan Global Value Institutional | Owns companies we recommend for divestment | 3 | 3 | 4 | 1 | X | Global Large-Stock Value |
| APHHX | Artisan Global Equity Institutional | Owns companies we recommend for divestment | 2 | 2 | 4 | 3 | X | Global Large-Stock Growth |
| APHIX | Artisan International Institutional | Owns companies we recommend for divestment | 2 | 1 | 3 | 2 | X | Foreign Large Growth |
| APHJX | Artisan International Small-Mid Instl | Owns companies we recommend for divestment | 2 | 1 | 1 | 1 | X | Foreign Small/Mid Growth |
| APHKX | Artisan International Value Instl | Owns companies we recommend for divestment | 1 | 2 | 1 | 2 | X | Foreign Large Blend |
| APHLX | Artisan Value Institutional | Owns companies we recommend for divestment | 1 | 1 | 4 | 2 | X | Large Value |
| 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 |
| APHNX | Artisan Select Equity Institutional | Owns companies we recommend for divestment | 2 | 3 | 3 | 2 | X | Large 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 |
| APHRX | Artisan Global Opportunities Instl | Owns companies we recommend for divestment | 1 | 2 | 3 | 4 | X | Global Large-Stock Growth |
| APHSX | Artisan Small Cap Institutional | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| APHTX | Artisan Focus Fund Institutional | Owns companies we recommend for divestment | 2 | 2 | 2 | 2 | X | Large Growth |
| APHWX | Artisan Value Income Institutional | Owns companies we recommend for divestment | 1 | 1 | 0 | 2 | X | Large Value |
| 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 |
| APIE | ActivePassive International Equity ETF | Owns companies we recommend for divestment | 7 | 4 | 16 | 6 | X | Foreign Large Blend |
| APITX | Yorktown Growth L | Owns companies we recommend for divestment | 2 | 2 | 0 | 3 | X | Global Small/Mid Stock |
| 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 |
| APSDX | NYLI Fiera SMID Growth Class R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 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 | 1 | 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 | 1 | 0 | X | Mid-Cap Growth |
| APSRX | NYLI Fiera SMID Growth Class A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Mid-Cap Growth |
| APUE | ActivePassive U.S. Equity ETF | Owns companies we recommend for divestment | 11 | 12 | 21 | 18 | X | Large Blend |
| APWEX | Cavanal Hill World Energy Investor | Owns companies we recommend for divestment | 2 | 0 | 3 | 0 | X | Equity Energy |
| APWIX | AB Sustainable Thematic Bal Port I | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 2 | V | Moderate Allocation |
| AQEAX | Columbia Disciplined Core A | Owns companies we recommend for divestment | 4 | 5 | 9 | 6 | X | Large Blend |
| AQEIX | LKCM Aquinas Catholic Equity | Owns companies we recommend for divestment | 3 | 2 | 4 | 5 | X | Large Blend |
| AQLGX | Alta Quality Growth Institutional | Owns companies we recommend for divestment | 1 | 4 | 3 | 5 | X | Large Growth |
| AQLT | iShares MSCI Global Quality Factor ETF | Owns companies we recommend for divestment | 2 | 3 | 12 | 6 | X | Global Large-Stock Growth |
| AQWA | Global X Clean Water ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Natural Resources |
| ARAAX | Horizon Active Risk Assist® A | Owns companies we recommend for divestment | 48 | 30 | 88 | 39 | X | Tactical Allocation |
| ARABX | Aristotle Small Cap Eq A | Owns companies we recommend for divestment | 1 | 2 | 0 | 2 | X | Small Blend |
| 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 |
| ARAGX | Aristotle Growth Equity A | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 3 | X | Large Growth |
| ARAHX | Aristotle Small/Mid Cap Equity A | Owns companies we recommend for divestment | 2 | 1 | 0 | 2 | X | Small Blend |
| ARAIX | Ariel Fund Institutional | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Small Value |
| ARALX | Aristotle Core Eq A | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 5 | 5 | X | Large Blend |
| ARANX | Horizon Active Risk Assist® Investor | Owns companies we recommend for divestment | 48 | 30 | 88 | 39 | X | Tactical Allocation |
| ARAOX | Aristotle/Saul Global Eq A | Owns companies we recommend for divestment | 1 | 1 | 4 | 2 | X | Global Large-Stock Blend |
| ARAQX | Aristotle Value Eq A | Owns companies we recommend for divestment | 2 | 1 | 3 | 3 | X | Large Blend |
| ARB | AltShares Merger Arbitrage ETF | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Event Driven |
| ARBCX | Arbitrage C | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Event Driven |
| ARBFX | Arbitrage R | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Event Driven |
| ARBNX | Arbitrage I | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Event Driven |
| ARCHX | Archer Balanced | Owns companies we recommend for divestment | 2 | 2 | 5 | 4 | X | Moderate Allocation |
| ARDBX | Artisan International Explorer Advisor | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Blend |
| ARDEX | AMG River Road Dividend All Cap Value N | Owns companies we recommend for divestment | 1 | 2 | 3 | 2 | X | Large Value |
| ARDGX | Archer Dividend Growth | Owns companies we recommend for divestment | 5 | 2 | 4 | 4 | X | Large Value |
| ARDMX | American Century One Choice 2040 A | Owns companies we recommend for divestment | 54 | 31 | 85 | 38 | X | Target-Date 2040 |
| ARDOX | American Century One Choice 2045 R6 | Owns companies we recommend for divestment | 54 | 31 | 85 | 38 | X | Target-Date 2045 |
| ARDRX | American Century One Choice 2040 R | Owns companies we recommend for divestment | 54 | 31 | 85 | 38 | X | Target-Date 2040 |
| ARDSX | American Century One Choice 2040 I | Owns companies we recommend for divestment | 54 | 31 | 85 | 38 | X | Target-Date 2040 |
| ARDUX | American Century One Choice 2040 R6 | Owns companies we recommend for divestment | 54 | 31 | 85 | 38 | X | Target-Date 2040 |
| ARDVX | American Century One Choice 2040 Inv | Owns companies we recommend for divestment | 54 | 31 | 85 | 38 | X | Target-Date 2040 |
| AREA | Harbor AlphaEdge Next Generatn REITs ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| AREAX | AB Global Real Estate Investment A | 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 |
| AREDX | American Century Real Estate R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| AREEX | American Century Real Estate A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| AREFX | American Century One Choice 2055 C | Owns companies we recommend for divestment | 54 | 31 | 85 | 38 | X | Target-Date 2055 |
| AREMX | American Century One Choice 2055 A | Owns companies we recommend for divestment | 54 | 31 | 85 | 38 | X | Target-Date 2055 |
| ARENX | American Century One Choice 2055 I | Owns companies we recommend for divestment | 54 | 31 | 85 | 38 | X | Target-Date 2055 |
| AREOX | American Century One Choice 2055 R | Owns companies we recommend for divestment | 54 | 31 | 85 | 38 | X | Target-Date 2055 |
| AREUX | American Century One Choice 2055 R6 | Owns companies we recommend for divestment | 54 | 31 | 85 | 38 | X | Target-Date 2055 |
| AREVX | American Century One Choice 2055 Inv | Owns companies we recommend for divestment | 54 | 31 | 85 | 38 | X | Target-Date 2055 |
| AREWX | American Century Real Estate R | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| ARFDX | American Century One Choice 2050 C | Owns companies we recommend for divestment | 54 | 31 | 85 | 38 | X | Target-Date 2050 |
| ARFEX | American Century One Choice 2050 R6 | Owns companies we recommend for divestment | 54 | 31 | 85 | 38 | X | Target-Date 2050 |
| ARFFX | Ariel Focus Investor | Owns companies we recommend for divestment | 2 | 0 | 2 | 1 | X | Mid-Cap Value |
| ARFMX | American Century One Choice 2050 A | Owns companies we recommend for divestment | 54 | 31 | 85 | 38 | X | Target-Date 2050 |
| ARFSX | American Century One Choice 2050 I | Owns companies we recommend for divestment | 54 | 31 | 85 | 38 | X | Target-Date 2050 |
| ARFVX | American Century One Choice 2050 Inv | Owns companies we recommend for divestment | 54 | 31 | 85 | 38 | X | Target-Date 2050 |
| ARFWX | American Century One Choice 2050 R | Owns companies we recommend for divestment | 54 | 31 | 85 | 38 | X | Target-Date 2050 |
| ARGAX | Arbitrage A | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Event Driven |
| ARGDX | American Century One Choice 2060 R6 | Owns companies we recommend for divestment | 54 | 31 | 85 | 38 | X | Target-Date 2060 |
| ARGFX | Ariel Fund Investor | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Small Value |
| ARGHX | American Century One Choice 2060 C | Owns companies we recommend for divestment | 54 | 31 | 85 | 38 | X | Target-Date 2060 |
| ARGMX | American Century One Choice 2060 A | Owns companies we recommend for divestment | 54 | 31 | 85 | 38 | X | Target-Date 2060 |
| ARGNX | American Century One Choice 2060 I | Owns companies we recommend for divestment | 54 | 31 | 85 | 38 | X | Target-Date 2060 |
| ARGRX | American Century One Choice 2060 R | Owns companies we recommend for divestment | 54 | 31 | 85 | 38 | X | Target-Date 2060 |
| ARGT | Global X MSCI Argentina ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Miscellaneous Region |
| ARGVX | American Century One Choice 2060 Inv | Owns companies we recommend for divestment | 54 | 31 | 85 | 38 | X | Target-Date 2060 |
| ARGYX | Invesco Global Real Estate Y | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| ARHBX | Artisan International Explorer Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Blend |
| ARHEX | American Century One Choice 2065 C | Owns companies we recommend for divestment | 54 | 31 | 85 | 38 | X | Target-Date 2065+ |
| ARHFX | American Century One Choice 2065 R | Owns companies we recommend for divestment | 54 | 31 | 85 | 38 | X | Target-Date 2065+ |
| ARHMX | American Century One Choice 2065 A | Owns companies we recommend for divestment | 54 | 31 | 85 | 38 | X | Target-Date 2065+ |
| ARHSX | American Century One Choice 2065 R6 | Owns companies we recommend for divestment | 54 | 31 | 85 | 38 | X | Target-Date 2065+ |
| ARHUX | American Century One Choice 2065 I | Owns companies we recommend for divestment | 54 | 31 | 85 | 38 | X | Target-Date 2065+ |
| ARHVX | American Century One Choice 2065 Inv | Owns companies we recommend for divestment | 54 | 31 | 85 | 38 | X | Target-Date 2065+ |
| ARIBX | Aristotle Small Cap Eq I | Owns companies we recommend for divestment | 1 | 2 | 0 | 2 | X | Small Blend |
| ARIDX | AMG River Road Dividend All Cap Value I | Owns companies we recommend for divestment | 1 | 2 | 3 | 2 | X | Large Value |
| 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 |
| ARIGX | Aristotle Growth Equity I | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 3 | X | Large Growth |
| ARIHX | Aristotle Small/Mid Cap Equity I | Owns companies we recommend for divestment | 2 | 1 | 0 | 2 | X | Small Blend |
| ARIIX | AB Global Real Estate Investment II I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| ARILX | Aristotle Core Eq I | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 5 | 5 | X | Large Blend |
| ARIMX | AMG River Road Small-Mid Cap Value I | Owns companies we recommend for divestment | 2 | 2 | 2 | 3 | X | Small Value |
| ARIOX | Aristotle/Saul Global Eq I | Owns companies we recommend for divestment | 1 | 1 | 4 | 2 | X | Global Large-Stock Blend |
| ARIQX | Aristotle Value Eq I | Owns companies we recommend for divestment | 2 | 1 | 3 | 3 | X | Large Blend |
| ARKF | ARK Fintech Innovation ETF | Owns companies we recommend for divestment | 1 | 1 | 4 | 2 | X | Technology |
| ARKG | ARK Genomic Revolution ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Health |
| ARKK | ARK Innovation ETF | Owns companies we recommend for divestment | 1 | 1 | 3 | 2 | X | Mid-Cap Growth |
| ARKQ | ARK Autonomous Technology&Robotics ETF | Owns companies we recommend for divestment | 5 | 1 | 6 | 8 | X | Technology |
| ARKW | ARK Next Generation Internet ETF | Owns companies we recommend for divestment | 1 | 2 | 3 | 3 | X | Technology |
| ARKX | ARK Space Exploration & Innovation ETF | Owns companies we recommend for divestment | 6 | 1 | 6 | 11 | X | Mid-Cap Growth |
| ARLCX | American Century One Choice 2035 C | Owns companies we recommend for divestment | 54 | 31 | 85 | 38 | X | Target-Date 2035 |
| ARLDX | American Century One Choice 2035 R6 | Owns companies we recommend for divestment | 54 | 31 | 85 | 38 | X | Target-Date 2035 |
| ARLIX | American Century One Choice 2035 I | Owns companies we recommend for divestment | 54 | 31 | 85 | 38 | X | Target-Date 2035 |
| ARMIX | ARGA Emerging Markets Value Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| ARNOX | American Century One Choice 2040 C | Owns companies we recommend for divestment | 54 | 31 | 85 | 38 | X | Target-Date 2040 |
| AROAX | American Century One Choice 2045 A | Owns companies we recommend for divestment | 54 | 31 | 85 | 38 | X | Target-Date 2045 |
| AROCX | American Century One Choice 2045 C | Owns companies we recommend for divestment | 54 | 31 | 85 | 38 | X | Target-Date 2045 |
| AROIX | American Century One Choice 2045 Inv | Owns companies we recommend for divestment | 54 | 31 | 85 | 38 | X | Target-Date 2045 |
| ARORX | American Century One Choice 2045 R | Owns companies we recommend for divestment | 54 | 31 | 85 | 38 | X | Target-Date 2045 |
| ARRBX | Aristotle Small Cap Eq R6 | Owns companies we recommend for divestment | 1 | 2 | 0 | 2 | X | Small Blend |
| ARREX | American Century Real Estate R5 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| ARRFX | AMG River Road Focused Absolute Value N | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 2 | 0 | X | Mid-Cap Value |
| ARRKX | AB Global Real Estate Investment K | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| ARRQX | Aristotle Value Equity R6 | Owns companies we recommend for divestment | 2 | 1 | 3 | 3 | X | Large Blend |
| ARRRX | AB Global Real Estate Investment R | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| ARRZX | AMG River Road Focused Absolute Value Z | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 2 | 0 | X | Mid-Cap Value |
| ARSIX | AMG River Road Small Cap Value I | Owns companies we recommend for divestment | 3 | 3 | 1 | 3 | X | Small Value |
| ARSKX | Archer Stock | Owns companies we recommend for divestment | 2 | 3 | 6 | 5 | X | Large Blend |
| ARSMX | AMG River Road Small-Mid Cap Value N | Owns companies we recommend for divestment | 2 | 2 | 2 | 3 | X | Small Value |
| ARSTX | Nuveen Small Cap Select I | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Small Blend |
| ARSVX | AMG River Road Small Cap Value N | Owns companies we recommend for divestment | 3 | 3 | 1 | 3 | X | Small Value |
| ARSYX | AB Global Real Estate Investment Advisor | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| ARSZX | AMG River Road Small-Mid Cap Value Z | Owns companies we recommend for divestment | 2 | 2 | 2 | 3 | X | Small Value |
| ARTGX | Artisan Global Value Investor | Owns companies we recommend for divestment | 3 | 3 | 4 | 1 | X | Global Large-Stock Value |
| ARTHX | Artisan Global Equity Investor | Owns companies we recommend for divestment | 2 | 2 | 4 | 3 | X | Global Large-Stock Growth |
| ARTIX | Artisan International Investor | Owns companies we recommend for divestment | 2 | 1 | 3 | 2 | X | Foreign Large Growth |
| ARTJX | Artisan International Small-Mid Investor | Owns companies we recommend for divestment | 2 | 1 | 1 | 1 | X | Foreign Small/Mid Growth |
| ARTKX | Artisan International Value Investor | Owns companies we recommend for divestment | 1 | 2 | 1 | 2 | X | Foreign Large Blend |
| ARTLX | Artisan Value Investor | Owns companies we recommend for divestment | 1 | 1 | 4 | 2 | X | Large Value |
| 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 |
| ARTNX | Artisan Select Equity Investor | Owns companies we recommend for divestment | 2 | 3 | 3 | 2 | X | Large 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 |
| ARTRX | Artisan Global Opportunities Inv | Owns companies we recommend for divestment | 1 | 2 | 3 | 4 | X | Global Large-Stock Growth |
| ARTSX | Artisan Small Cap Investor | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| ARTTX | Artisan Focus Fund Investor | Owns companies we recommend for divestment | 2 | 2 | 2 | 2 | X | Large Growth |
| ARTY | iShares Future AI & Tech ETF | Owns companies we recommend for divestment | 1 | 3 | 5 | 7 | X | Technology |
| 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 |
| ARTZX | Artisan Sustainable Emerging Mkts Inv | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | V | Diversified Emerging Mkts |
| ARUIX | ARGA Value Institutional | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 1 | 0 | X | Mid-Cap Value |
| ARUVX | ARGA Value Investor | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 1 | 0 | X | Mid-Cap Value |
| ARVIX | ARGA International Value Institutional | Owns companies we recommend for divestment | 4 | 1 | 2 | 2 | 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 |
| ARYAX | American Century One Choice 2035 A | Owns companies we recommend for divestment | 54 | 31 | 85 | 38 | X | Target-Date 2035 |
| ARYCX | American Century Real Estate C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| ARYDX | American Century Global Real Estate R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| ARYEX | American Century Real Estate Y | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| ARYGX | American Century Global Real Estate R5 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| ARYIX | American Century One Choice 2035 Inv | Owns companies we recommend for divestment | 54 | 31 | 85 | 38 | X | Target-Date 2035 |
| ARYMX | American Century Global Real Estate A | 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 |
| ARYRX | American Century One Choice 2035 R | Owns companies we recommend for divestment | 54 | 31 | 85 | 38 | X | Target-Date 2035 |
| ARYTX | American Century Global Real Estate C | 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 |
| ARYYX | American Century Global Real Estate Y | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| ARZDX | AMG River Road Dividend All Cap Value Z | Owns companies we recommend for divestment | 1 | 2 | 3 | 2 | X | Large Value |
| ARZMX | AMG River Road Small Cap Value Z | Owns companies we recommend for divestment | 3 | 3 | 1 | 3 | X | Small Value |
| ASAMX | American Century Strat Allc: Mod I | Owns companies we recommend for divestment | 72 | 48 | 125 | 57 | X | Moderate Allocation |
| ASAUX | American Century Strat Allc: Agrsv R5 | Owns companies we recommend for divestment | 72 | 48 | 125 | 57 | X | Moderately Aggressive Allocation |
| ASCFX | Virtus Small-Cap R6 | Owns companies we recommend for divestment | 2 | 4 | 2 | 4 | X | Small Blend |
| ASCGX | Lisanti Small Cap Growth | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Small Growth |
| ASCLX | AB Select US Long/Short C | Owns companies we recommend for divestment | 3 | 6 | 11 | 9 | X | Long-Short Equity |
| ASCQX | American Century Small Company I | 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 |
| 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 |
| ASDEX | American Century Select R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 6 | 5 | X | Large Growth |
| ASEA | Global X FTSE Southeast Asia ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Pacific/Asia ex-Japan Stk |
| ASEFX | Nuveen Small Cap Select R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Small Blend |
| ASERX | American Century Select R | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 6 | 5 | X | Large Growth |
| ASET | FlexShares Real Assets Allocation ETF | Owns companies we recommend for divestment | 3 | 6 | 4 | 3 | X | Global Large-Stock Value |
| ASGCX | Allspring Global Long/Short Equity C | Owns companies we recommend for divestment | 1 | 3 | 9 | 7 | X | Long-Short Equity |
| ASGTX | Transamerica Small Cap Growth A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| 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 |
| 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 |
| 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 |
| ASILX | AB Select US Long/Short I | Owns companies we recommend for divestment | 3 | 6 | 11 | 9 | X | Long-Short Equity |
| ASIMX | Alger Weatherbie Specialized Growth I | Owns companies we recommend for divestment | 1 | 2 | 1 | 1 | X | Small Growth |
| ASIRX | Alger Small Cap Growth Institutional R | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| 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 |
| ASLAX | AB Select US Long/Short A | Owns companies we recommend for divestment | 3 | 6 | 11 | 9 | X | Long-Short Equity |
| ASLDX | American Century Select G | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 6 | 5 | X | Large Growth |
| ASLGX | American Century Select R5 | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 6 | 5 | X | Large Growth |
| ASLWX | American Century Select Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 6 | 5 | X | Large Growth |
| ASMDX | American Century Strat Allc: Mod R6 | Owns companies we recommend for divestment | 72 | 48 | 125 | 57 | X | Moderate Allocation |
| ASMMX | Invesco Summit A | Owns companies we recommend for divestment | 2 | 5 | 6 | 6 | X | Large Growth |
| ASMNX | AQR Small Cap Momentum Style N | Owns companies we recommend for divestment | 4 | 6 | 2 | 6 | X | Small Growth |
| ASMOX | AQR Small Cap Momentum Style I | Owns companies we recommend for divestment | 4 | 6 | 2 | 6 | X | Small Growth |
| ASMRX | American Century Strat Allc: Mod R | Owns companies we recommend for divestment | 72 | 48 | 125 | 57 | X | Moderate Allocation |
| ASMUX | American Century Strat Allc: Mod R5 | Owns companies we recommend for divestment | 72 | 48 | 125 | 57 | X | Moderate Allocation |
| ASMYX | Invesco Summit Y | Owns companies we recommend for divestment | 2 | 5 | 6 | 6 | X | Large Growth |
| ASMZX | Alger Weatherbie Specialized Growth Z | Owns companies we recommend for divestment | 1 | 2 | 1 | 1 | X | Small Growth |
| ASPAX | Allspring Special Intl Sm Cp A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Foreign Small/Mid Blend |
| ASPCX | Alger Spectra C | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 3 | X | Large Growth |
| ASPIX | Alger Spectra I | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 3 | X | Large Growth |
| ASPYX | Alger Spectra Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 3 | X | Large Growth |
| ASPZX | Alger Spectra Z | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 3 | X | Large Growth |
| 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 |
| ASQGX | American Century Small Company R5 | 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 |
| 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 |
| ASRFX | Invesco Global Real Estate Income R6 | 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 |
| ASRYX | Invesco Global Real Estate Income Y | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| ASTAX | American Century Strat Allc: Agrsv C | Owns companies we recommend for divestment | 72 | 48 | 125 | 57 | X | Moderately Aggressive Allocation |
| ASTCX | American Century Strat Allc: Mod C | Owns companies we recommend for divestment | 72 | 48 | 125 | 57 | X | Moderate Allocation |
| ASVCX | American Beacon Small Cp Val C | Owns companies we recommend for divestment | 5 | 8 | 3 | 8 | X | Small Value |
| ASVDX | American Century Small Cap Value R6 | 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 |
| ASVHX | American Century Small Cap Value G | 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 |
| ASVNX | American Century Small Cap Value C | 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 |
| ASVYX | American Century Small Cap Value Y | Owns companies we recommend for divestment | 1 | 0 | 1 | 1 | X | Small Value |
| ASYLX | AB Select US Long/Short Advisor | Owns companies we recommend for divestment | 3 | 6 | 11 | 9 | X | Long-Short Equity |
| ASYMX | Alger Weatherbie Specialized Growth Y | Owns companies we recommend for divestment | 1 | 2 | 1 | 1 | X | Small Growth |
| ATECX | AB Sustainable Global Thematic C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 3 | 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 | 3 | 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 | 3 | V | Global Large-Stock Growth |
| ATFV | Alger 35 ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 2 | X | Large Growth |
| ATGAX | Cantor Fitzgerald Equity Opp A | Owns companies we recommend for divestment | 1 | 2 | 2 | 3 | X | Mid-Cap Blend |
| ATGDX | American Century International Gr R6 | Owns companies we recommend for divestment | 2 | 0 | 2 | 3 | X | Foreign Large Growth |
| ATGGX | American Century International Gr R5 | Owns companies we recommend for divestment | 2 | 0 | 2 | 3 | X | Foreign Large Growth |
| ATGRX | American Century International Gr R | Owns companies we recommend for divestment | 2 | 0 | 2 | 3 | X | Foreign Large Growth |
| ATGYX | Cantor Fitzgerald Equity Opp Inst | Owns companies we recommend for divestment | 1 | 2 | 2 | 3 | X | Mid-Cap Blend |
| ATHAX | American Century Heritage A | Owns companies we recommend for divestment | 1 | 0 | 2 | 2 | X | Mid-Cap Growth |
| ATHDX | American Century Heritage R6 | Owns companies we recommend for divestment | 1 | 0 | 2 | 2 | X | Mid-Cap Growth |
| ATHGX | American Century Heritage R5 | Owns companies we recommend for divestment | 1 | 0 | 2 | 2 | X | Mid-Cap Growth |
| ATHIX | American Century Heritage I | Owns companies we recommend for divestment | 1 | 0 | 2 | 2 | X | Mid-Cap Growth |
| ATHWX | American Century Heritage R | Owns companies we recommend for divestment | 1 | 0 | 2 | 2 | X | Mid-Cap Growth |
| ATHYX | American Century Heritage Y | Owns companies we recommend for divestment | 1 | 0 | 2 | 2 | X | Mid-Cap Growth |
| ATVPX | Alger 35 Z | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 2 | X | Large Growth |
| ATWAX | AB Tax-Managed Wealth Apprec Strat A | Owns companies we recommend for divestment | 2 | 4 | 8 | 7 | X | Global Large-Stock Blend |
| ATWCX | AB Tax-Managed Wealth Apprec Strat C | Owns companies we recommend for divestment | 2 | 4 | 8 | 7 | X | Global Large-Stock Blend |
| ATWYX | AB Tax-Managed Wealth Apprec Strat Adv | Owns companies we recommend for divestment | 2 | 4 | 8 | 7 | X | Global Large-Stock Blend |
| ATYGX | American Century International Gr Y | Owns companies we recommend for divestment | 2 | 0 | 2 | 3 | X | Foreign Large Growth |
| AUEIX | AQR Large Cap Defensive Style I | Owns companies we recommend for divestment | 8 | 7 | 12 | 13 | X | Large Blend |
| AUENX | AQR Large Cap Defensive Style N | Owns companies we recommend for divestment | 8 | 7 | 12 | 13 | X | Large Blend |
| AUERX | Auer Growth | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 1 | X | Small Value |
| AUIAX | AB Equity Income A | Owns companies we recommend for divestment | 2 | 3 | 3 | 5 | X | Large Value |
| AUICX | AB Equity Income C | Owns companies we recommend for divestment | 2 | 3 | 3 | 5 | X | Large Value |
| AUIIX | AB Equity Income I | Owns companies we recommend for divestment | 2 | 3 | 3 | 5 | X | Large Value |
| AUIYX | AB Equity Income Advisor | Owns companies we recommend for divestment | 2 | 3 | 3 | 5 | X | Large Value |
| AUIZX | AB Equity Income Z | Owns companies we recommend for divestment | 2 | 3 | 3 | 5 | X | Large Value |
| AULDX | American Century Ultra® R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 5 | X | Large Growth |
| AULGX | American Century Ultra® R5 | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 5 | X | Large Growth |
| AULNX | American Century Ultra® G | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 5 | X | Large Growth |
| AULRX | American Century Ultra® R | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 5 | X | Large Growth |
| AULYX | American Century Ultra® Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 5 | X | Large Growth |
| AUMI | Themes Gold Miners ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Precious Metals |
| AUSF | Global X Adaptive US Factor ETF | Owns companies we recommend for divestment | 9 | 14 | 12 | 13 | X | Mid-Cap Value |
| AUUAX | AB Select US Equity A | Owns companies we recommend for divestment | 3 | 6 | 10 | 9 | X | Large Blend |
| AUUCX | AB Select US Equity C | Owns companies we recommend for divestment | 3 | 6 | 10 | 9 | X | Large Blend |
| AUUIX | AB Select US Equity I | Owns companies we recommend for divestment | 3 | 6 | 10 | 9 | X | Large Blend |
| AUUYX | AB Select US Equity Advisor | Owns companies we recommend for divestment | 3 | 6 | 10 | 9 | X | Large Blend |
| AUXAX | Auxier Focus A | Owns companies we recommend for divestment | 6 | 8 | 13 | 5 | X | Large Value |
| AUXFX | Auxier Focus Inv | Owns companies we recommend for divestment | 6 | 8 | 13 | 5 | X | Large Value |
| AUXIX | Auxier Focus Institutional | Owns companies we recommend for divestment | 6 | 8 | 13 | 5 | X | Large Value |
| AVALX | Aegis Value I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Value |
| AVANX | Avantis® International Small Cap Val G | Owns companies we recommend for divestment | 16 | 2 | 23 | 1 | X | Foreign Small/Mid Value |
| AVASX | American Beacon Large Cap Value Adv | Owns companies we recommend for divestment | 7 | 5 | 10 | 10 | X | Large Value |
| AVCNX | Avantis® U.S. Small Cap Value G | Owns companies we recommend for divestment | 3 | 5 | 2 | 6 | X | Small Value |
| AVDE | Avantis International Equity ETF | Owns companies we recommend for divestment | 36 | 10 | 64 | 11 | X | Foreign Large Blend |
| AVDEX | Avantis® International Equity Instl | Owns companies we recommend for divestment | 34 | 9 | 61 | 11 | X | Foreign Large Blend |
| AVDNX | Avantis® International Equity G | Owns companies we recommend for divestment | 34 | 9 | 61 | 11 | X | Foreign Large Blend |
| AVDS | Avantis International Small Cp Eq ETF | Owns companies we recommend for divestment | 21 | 3 | 34 | 0 | X | Foreign Small/Mid Blend |
| AVDV | Avantis International Small Cap Val ETF | Owns companies we recommend for divestment | 13 | 1 | 23 | 0 | 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 |
| 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 |
| AVEDX | Ave Maria Rising Dividend | Owns companies we recommend for divestment | 3 | 0 | 4 | 3 | X | Large Blend |
| 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 |
| AVEEX | Avantis® Emerging Markets Equity Instl | Owns companies we recommend for divestment | 2 | 0 | 9 | 0 | X | Diversified Emerging Mkts |
| AVEGX | Ave Maria Growth | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Large Growth |
| AVEM | Avantis Emerging Markets Equity ETF | Owns companies we recommend for divestment | 2 | 0 | 11 | 0 | X | Diversified Emerging Mkts |
| AVEMX | Ave Maria Value | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Mid-Cap Blend |
| AVENX | Avantis® Emerging Markets Equity G | Owns companies we recommend for divestment | 2 | 0 | 9 | 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 |
| 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 |
| AVFIX | American Beacon Small Cp Val R5 | Owns companies we recommend for divestment | 5 | 8 | 3 | 8 | X | Small Value |
| AVGE | Avantis All Equity Markets ETF | Owns companies we recommend for divestment | 67 | 45 | 121 | 54 | X | Global Large-Stock Blend |
| AVGV | Avantis All Equity Markets Value ETF | Owns companies we recommend for divestment | 29 | 20 | 61 | 21 | X | Global Large-Stock Value |
| AVIE | Avantis Inflation Focused Equity ETF | Owns companies we recommend for divestment | 2 | 5 | 4 | 1 | X | Large Value |
| AVIV | Avantis International Large Cap Val ETF | Owns companies we recommend for divestment | 9 | 1 | 21 | 4 | X | Foreign Large Value |
| AVLC | Avantis U.S. Large Cap Equity ETF | Owns companies we recommend for divestment | 23 | 26 | 32 | 38 | X | Large Blend |
| AVLIX | American Century Value I | Owns companies we recommend for divestment | 3 | 3 | 8 | 4 | X | Large Value |
| AVLV | Avantis US Large Cap Value ETF | Owns companies we recommend for divestment | 2 | 8 | 11 | 8 | X | Large Value |
| AVLVX | Avantis U.S. Large Cap Value Inst | Owns companies we recommend for divestment | 5 | 11 | 12 | 11 | X | Large Value |
| AVMA | Avantis Moderate Allocation ETF | Owns companies we recommend for divestment | 67 | 45 | 121 | 54 | X | Moderate Allocation |
| AVMC | Avantis U.S. Mid Cap Equity ETF | Owns companies we recommend for divestment | 9 | 10 | 7 | 14 | X | Mid-Cap Blend |
| AVMV | Avantis U.S. Mid Cap Value ETF | Owns companies we recommend for divestment | 2 | 6 | 1 | 5 | X | Mid-Cap Value |
| AVNM | Avantis All International Mkts Eq ETF | Owns companies we recommend for divestment | 38 | 10 | 75 | 11 | X | Foreign Large Blend |
| AVNV | Avantis All International Mkts Val ETF | Owns companies we recommend for divestment | 21 | 2 | 46 | 4 | X | Foreign Large Value |
| AVPAX | American Beacon Small Cp Val Inv | Owns companies we recommend for divestment | 5 | 8 | 3 | 8 | X | Small Value |
| AVPEX | ALPS Global Opportunity Portfolio Cl III | Owns companies we recommend for divestment | 1 | 4 | 2 | 4 | X | Global Small/Mid Stock |
| AVRE | Avantis Real Estate ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| AVSBX | Avantis U.S. Small Cap Equity G | Owns companies we recommend for divestment | 5 | 6 | 7 | 4 | X | Small Blend |
| AVSC | Avantis US Small Cap Equity ETF | Owns companies we recommend for divestment | 6 | 6 | 9 | 6 | X | Small Value |
| AVSCX | Avantis U.S. Small Cap Equity Inst | Owns companies we recommend for divestment | 5 | 6 | 7 | 4 | X | Small Blend |
| AVSD | Avantis Responsible International Eq ETF | Owns companies we recommend for divestment | 23 | 6 | 45 | 10 | V | Foreign Large Blend |
| 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 |
| AVSU | Avantis Responsible US Equity ETF | Owns companies we recommend for divestment | 13 | 25 | 28 | 35 | V | Large Blend |
| AVUAX | American Century Mid Cap Value I | Owns companies we recommend for divestment | 1 | 1 | 2 | 1 | X | Mid-Cap Value |
| AVUDX | American Century Value R6 | 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 |
| AVUNX | Avantis® U.S. Equity G | Owns companies we recommend for divestment | 25 | 33 | 37 | 37 | X | Large Blend |
| AVURX | American Century Value R | Owns companies we recommend for divestment | 3 | 3 | 8 | 4 | X | Large Value |
| AVUS | Avantis US Equity ETF | Owns companies we recommend for divestment | 26 | 34 | 40 | 40 | X | Large Blend |
| AVUSX | Avantis® U.S. Equity Institutional | Owns companies we recommend for divestment | 25 | 33 | 37 | 37 | X | Large Blend |
| AVUV | Avantis US Small Cap Value ETF | Owns companies we recommend for divestment | 4 | 6 | 4 | 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 |
| AVUYX | American Century Value Y | Owns companies we recommend for divestment | 3 | 3 | 8 | 4 | X | Large Value |
| AVXC | Avantis Emerging Markets Ex-Chn Eq ETF | Owns companies we recommend for divestment | 1 | 0 | 10 | 0 | X | Diversified Emerging Mkts |
| AWAAX | AB Wealth Appreciation Strategy A | Owns companies we recommend for divestment | 2 | 4 | 4 | 6 | X | Global Large-Stock Blend |
| AWACX | AB Wealth Appreciation Strategy C | Owns companies we recommend for divestment | 2 | 4 | 4 | 6 | X | Global Large-Stock Blend |
| AWAY | Amplify Travel Tech ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 5 | 0 | X | Consumer Cyclical |
| AWAYX | AB Wealth Appreciation Strategy Advisor | Owns companies we recommend for divestment | 2 | 4 | 4 | 6 | X | Global Large-Stock Blend |
| AWEG | Alger Weatherbie Enduring Growth ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Mid-Cap Growth |
| AWEIX | CIBC Atlas Disciplined Equity Instl | Owns companies we recommend for divestment | 2 | 3 | 8 | 7 | X | Large Blend |
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| AWSAX | Invesco Global Core Equity A | Owns companies we recommend for divestment | 1 | 5 | 5 | 7 | X | Global Large-Stock Blend |
| AWSCX | Invesco Global Core Equity C | Owns companies we recommend for divestment | 1 | 5 | 5 | 7 | X | Global Large-Stock Blend |
| AWSHX | American Funds Washington Mutual A | Owns companies we recommend for divestment | 12 | 11 | 18 | 18 | X | Large Blend |
| AWSIX | Invesco Global Core Equity R5 | Owns companies we recommend for divestment | 1 | 5 | 5 | 7 | X | Global Large-Stock Blend |
| AWSRX | Invesco Global Core Equity R | Owns companies we recommend for divestment | 1 | 5 | 5 | 7 | X | Global Large-Stock Blend |
| AWSSX | Invesco Global Core Equity R6 | Owns companies we recommend for divestment | 1 | 5 | 5 | 7 | X | Global Large-Stock Blend |
| AWSYX | Invesco Global Core Equity Y | Owns companies we recommend for divestment | 1 | 5 | 5 | 7 | X | Global Large-Stock Blend |
| 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 |
| AWWIX | CIBC Atlas International Growth Instl | Owns companies we recommend for divestment | 3 | 0 | 5 | 1 | X | Foreign Large Growth |
| AWYIX | CIBC Atlas Equity Income Institutional | Owns companies we recommend for divestment | 1 | 3 | 2 | 4 | X | Large Blend |
| AXBAX | Columbia Capital Allocation Agrsv A | Owns companies we recommend for divestment | 32 | 26 | 52 | 35 | X | Moderately Aggressive Allocation |
| AXMIX | Acclivity Mid Cap Multi-Style I | Owns companies we recommend for divestment | 8 | 5 | 3 | 11 | X | Mid-Cap Blend |
| AXMNX | Acclivity Mid Cap Multi-Style N | Owns companies we recommend for divestment | 8 | 5 | 3 | 11 | X | Mid-Cap Blend |
| AXVIX | Acclivity Small Cap Value I | Owns companies we recommend for divestment | 3 | 6 | 5 | 6 | X | Small Value |
| AXVNX | Acclivity Small Cap Value N | Owns companies we recommend for divestment | 3 | 6 | 5 | 6 | X | Small Value |
| AYBLX | Pioneer Balanced ESG Y | Owns companies we recommend for divestment | 1 | 3 | 5 | 6 | V | Moderate Allocation |
| AZBAX | Virtus Small-Cap A | Owns companies we recommend for divestment | 2 | 4 | 2 | 4 | X | Small Blend |
| AZBCX | Virtus Small-Cap C | Owns companies we recommend for divestment | 2 | 4 | 2 | 4 | X | Small Blend |
| AZBIX | Virtus Small-Cap Institutional | Owns companies we recommend for divestment | 2 | 4 | 2 | 4 | X | Small Blend |
| AZEMX | Alger Emerging Markets Z | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| 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 |
| 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 |
| BAAPX | BlackRock 80/20 Target Allocation A | Owns companies we recommend for divestment | 38 | 31 | 72 | 45 | X | Moderately Aggressive Allocation |
| BABDX | BlackRock Global Dividend Inv A | Owns companies we recommend for divestment | 3 | 2 | 4 | 6 | X | Global Large-Stock Blend |
| 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 |
| BACIX | BlackRock Energy Opportunities Instl | Owns companies we recommend for divestment | 1 | 0 | 2 | 0 | X | Equity Energy |
| BADEX | BlackRock Defensive Advantage EM Inv A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| BAEIX | Sterling Capital Equity Income A | Owns companies we recommend for divestment | 3 | 2 | 2 | 3 | X | Large Value |
| BAFAX | Brown Advisory Flexible Equity Adv | Owns companies we recommend for divestment | 1 | 4 | 6 | 4 | X | Large Growth |
| BAFE | Brown Advisory Flexible Equity ETF | Owns companies we recommend for divestment | 1 | 4 | 6 | 4 | X | Large Blend |
| BAFFX | Brown Advisory Flexible Equity Inst | Owns companies we recommend for divestment | 1 | 4 | 6 | 4 | X | Large Growth |
| BAFGX | Brown Advisory Growth Equity Inst | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 2 | 4 | X | Large Growth |
| BAFHX | Brown Advisory WMC Strat Eurp Eq Instl | Owns companies we recommend for divestment | 4 | 1 | 4 | 2 | X | Europe Stock |
| 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 |
| BAFLX | Brown Advisory Global Leaders Instl | Owns companies we recommend for divestment | 1 | 1 | 4 | 2 | X | Global Large-Stock Growth |
| BAFMX | Brown Advisory Mid-Cap Growth Instl | Owns companies we recommend for divestment | 1 | 0 | 0 | 2 | X | Mid-Cap Growth |
| 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 |
| BAFSX | Brown Advisory Small-Cap Growth Inst | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| BAFWX | Brown Advisory Sustainable Growth I | Owns companies we recommend for divestment | 1 | 2 | 4 | 4 | V | Large Growth |
| BAFYX | Brown Advisory Sustainable Sml-Cp Cr Ins | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | V | Small Blend |
| BAGAX | Brown Advisory Growth Equity Adv | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 2 | 4 | X | Large Growth |
| BAGPX | BlackRock 60/40 Target Allocation Inv A | Owns companies we recommend for divestment | 37 | 31 | 70 | 44 | X | Moderate Allocation |
| BAHAX | Brown Advisory WMC Strat Eurp Eq Adv | Owns companies we recommend for divestment | 4 | 1 | 4 | 2 | X | Europe Stock |
| BAI | iShares A.I. Innovation and Tech Act ETF | Owns companies we recommend for divestment | 1 | 2 | 4 | 4 | X | Technology |
| BAILX | Brown Advisory Sustainable Intl Ldrs Ins | Owns companies we recommend for divestment | 1 | 0 | 2 | 1 | V | Foreign Large Growth |
| BALCX | American Funds American Balanced C | Owns companies we recommend for divestment | 11 | 8 | 17 | 17 | X | Moderate Allocation |
| BALFX | American Funds American Balanced F1 | Owns companies we recommend for divestment | 11 | 8 | 17 | 17 | X | Moderate Allocation |
| BALI | iShares Advantage Large Cap Income ETF | Owns companies we recommend for divestment | 6 | 12 | 13 | 13 | X | Derivative Income |
| BALRX | Pioneer Solutions Balanced R | Owns companies we recommend for divestment | 5 | 10 | 15 | 17 | X | Global Allocation |
| 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 |
| BAMG | Brookstone Growth Stock ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 4 | X | Large Growth |
| BAMV | Brookstone Value Stock ETF | Owns companies we recommend for divestment | 2 | 2 | 5 | 1 | X | Large Value |
| 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 |
| BARAX | Baron Asset Retail | Owns companies we recommend for divestment | 2 | 1 | 0 | 3 | X | Mid-Cap Growth |
| 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 |
| BAREX | BlackRock Real Estate Securities Inv A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| 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 |
| BASAX | Brown Advisory Small-Cap Growth Adv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| BASMX | iShares Total US Stock Market Idx Inv A | Owns companies we recommend for divestment | 31 | 37 | 42 | 47 | X | Large Blend |
| BASVX | Brown Advisory Sustainable Val Inst | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 4 | 1 | V | Large Value |
| BATT | Amplify Lithium & Battery Tech ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | V | Natural Resources |
| BAUAX | Brown Advisory Small-Cap Fdmtl Val Adv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Blend |
| BAUUX | Brown Advisory Small-Cap Fdmtl Val Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Blend |
| BAWAX | Brown Advisory Sustainable Growth Adv | Owns companies we recommend for divestment | 1 | 2 | 4 | 4 | V | Large Growth |
| BBALX | Northern Global Tactical Asset Allc | Owns companies we recommend for divestment | 74 | 49 | 121 | 60 | X | Global Allocation |
| BBAX | JPMorgan BetaBuilders Dev APAC ex-JpnETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Pacific/Asia ex-Japan Stk |
| BBC | Virtus LifeSci Biotech Clinical Trls ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Health |
| BBCA | JPMorgan BetaBuilders Canada ETF | Owns companies we recommend for divestment | 1 | 2 | 1 | 1 | X | Miscellaneous Region |
| BBEM | JPMorgan BetaBuilders Emerging Mkt EqETF | Owns companies we recommend for divestment | 2 | 0 | 8 | 0 | X | Diversified Emerging Mkts |
| BBEU | JPMorgan BetaBuilders Europe ETF | Owns companies we recommend for divestment | 7 | 5 | 12 | 6 | X | Europe Stock |
| BBGLX | Bridge Builder Large Cap Growth | Owns companies we recommend for divestment | 9 | 13 | 15 | 14 | X | Large Growth |
| BBGSX | Bridge Builder Small/Mid Cap Growth | Owns companies we recommend for divestment | 10 | 14 | 9 | 13 | X | Mid-Cap Growth |
| BBH | VanEck Biotech ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Health |
| BBHLX | BBH Partner Fund - International Eq I | Owns companies we recommend for divestment | 1 | 1 | 2 | 2 | X | Foreign Large Growth |
| BBIEX | Bridge Builder International Equity | Owns companies we recommend for divestment | 15 | 7 | 28 | 10 | X | Foreign Large Blend |
| BBIN | JPMorgan BetaBuilders Intl Eq ETF | Owns companies we recommend for divestment | 13 | 6 | 25 | 10 | X | Foreign Large Blend |
| BBISX | Sterling Capital Behav Lg Cp Val Eq Intl | Owns companies we recommend for divestment | 4 | 5 | 6 | 6 | X | Large Value |
| BBJP | JPMorgan BetaBuilders Japan ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 6 | 3 | X | Japan Stock |
| BBLIX | BBH Select Series - Large Cap | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 3 | 4 | X | Large Growth |
| BBLU | EA Bridgeway Blue Chip ETF | Owns companies we recommend for divestment | 2 | 5 | 8 | 5 | X | Large Blend |
| BBMC | JPMorgan BetaBuilders US Mid Cap Eq ETF | Owns companies we recommend for divestment | 3 | 8 | 5 | 9 | X | Mid-Cap Blend |
| 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 |
| BBP | Virtus LifeSci Biotech Products ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Health |
| BBRE | JPMorgan BetaBuilders MSCI US REIT ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| BBSC | JPMorgan BetaBuilders US Sml Cp Eq ETF | Owns companies we recommend for divestment | 5 | 6 | 6 | 8 | X | Small Blend |
| BBTGX | Sterling Capital Behav Lg Cp Val Eq A | Owns companies we recommend for divestment | 4 | 5 | 6 | 6 | X | Large Value |
| BBTIX | Bridge Builder Tax Managed Intl Eq | Owns companies we recommend for divestment | 6 | 4 | 16 | 5 | X | Foreign Large Blend |
| BBTLX | Bridge Builder Tax Managed Large Cap | Owns companies we recommend for divestment | 16 | 16 | 22 | 22 | X | Large Blend |
| BBTSX | Bridge Builder Tax Managed Sm/Md Cp | Owns companies we recommend for divestment | 11 | 10 | 12 | 17 | X | Mid-Cap Blend |
| BBUS | JPMorgan BetaBuilders US Equity ETF | Owns companies we recommend for divestment | 20 | 20 | 29 | 29 | X | Large Blend |
| BBVLX | Bridge Builder Large Cap Value | Owns companies we recommend for divestment | 22 | 26 | 31 | 35 | X | Large Value |
| BBVSX | Bridge Builder Small/Mid Cap Value | Owns companies we recommend for divestment | 19 | 26 | 21 | 28 | X | Mid-Cap Value |
| 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 |
| BCAMX | Boston Common ESG Impact US Equity | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 4 | V | Large Blend |
| BCAPX | BlackRock 80/20 Target Allocation C | Owns companies we recommend for divestment | 38 | 31 | 72 | 45 | X | Moderately Aggressive Allocation |
| BCBDX | BlackRock Global Dividend Inv C | Owns companies we recommend for divestment | 3 | 2 | 4 | 6 | X | Global Large-Stock Blend |
| BCEGX | Sterling Capital Equity Income C | Owns companies we recommend for divestment | 3 | 2 | 2 | 3 | X | Large Value |
| BCEMX | Boston Common ESG Impact Em Mkts | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Diversified Emerging Mkts |
| BCGDX | Blue Current Global Dividend Instl | Owns companies we recommend for divestment | 1 | 2 | 3 | 4 | X | Global Large-Stock Value |
| BCGPX | BlackRock 60/40 Target Allocation Inv C | Owns companies we recommend for divestment | 37 | 31 | 70 | 44 | X | Moderate Allocation |
| BCHP | Principal Focused Blue Chip ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 4 | X | Large Growth |
| BCIFX | Blue Chip Investor | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | X | Large Value |
| 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 |
| BCIL | Bancreek International Large Cap ETF | Owns companies we recommend for divestment | 1 | 0 | 3 | 1 | X | Foreign Large Growth |
| 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 |
| BCREX | BlackRock Real Estate Securities Inv C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| BCSFX | Brown Capital Mgmt Intl Sm Co Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
| BCSIX | Brown Capital Mgmt Small Co Inv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| BCSSX | Brown Capital Mgmt Small Co Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| BCSVX | Brown Capital Mgmt Intl Sm Co Inv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
| BCUS | BANCREEK U.S. Large Cap ETF | Owns companies we recommend for divestment | 1 | 3 | 1 | 2 | X | Large Blend |
| BCVCX | Sterling Capital Behav Lg Cp Val Eq C | Owns companies we recommend for divestment | 4 | 5 | 6 | 6 | X | Large Value |
| BDAFX | Baron Durable Advantage Retail | Owns companies we recommend for divestment | 1 | 3 | 3 | 6 | X | Large Growth |
| BDAIX | Baron Durable Advantage Institutional | Owns companies we recommend for divestment | 1 | 3 | 3 | 6 | X | Large Growth |
| BDAUX | Baron Durable Advantage R6 | Owns companies we recommend for divestment | 1 | 3 | 3 | 6 | X | Large Growth |
| BDBKX | iShares Russell 2000 Small-Cap Idx K | Owns companies we recommend for divestment | 8 | 10 | 8 | 9 | X | Small Blend |
| BDBPX | iShares Russell 2000 Small-Cap Idx Inv P | Owns companies we recommend for divestment | 8 | 10 | 8 | 9 | X | Small Blend |
| BDFFX | Baron Discovery Retail | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Small Growth |
| BDFIX | Baron Discovery Institutional | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Small Growth |
| BDFUX | Baron Discovery R6 | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Small Growth |
| BDIV | AAM Brentview Dividend Growth ETF | Owns companies we recommend for divestment | 1 | 2 | 1 | 2 | X | Large Value |
| BDMAX | BlackRock Global Equity Mkt Netrl A | Owns companies we recommend for divestment | 23 | 22 | 26 | 25 | X | Equity Market Neutral |
| BDMCX | BlackRock Global Equity Mkt Netrl C | Owns companies we recommend for divestment | 23 | 22 | 26 | 25 | X | Equity Market Neutral |
| BDMIX | BlackRock Global Equity Mkt Netrl Instl | Owns companies we recommend for divestment | 23 | 22 | 26 | 25 | X | Equity Market Neutral |
| BDOAX | iShares MSCI Total Intl Idx Inv A | Owns companies we recommend for divestment | 16 | 8 | 35 | 11 | X | Foreign Large Blend |
| BDOIX | iShares MSCI Total Intl Idx Instl | Owns companies we recommend for divestment | 16 | 8 | 35 | 11 | X | Foreign Large Blend |
| BDOKX | iShares MSCI Total Intl Idx K | Owns companies we recommend for divestment | 16 | 8 | 35 | 11 | X | Foreign Large Blend |
| BDSAX | BlackRock Advantage Small Cap Core Inv A | Owns companies we recommend for divestment | 3 | 5 | 6 | 8 | X | Small Blend |
| BDSCX | BlackRock Advantage Small Cap Core Inv C | Owns companies we recommend for divestment | 3 | 5 | 6 | 8 | X | Small Blend |
| BDSIX | BlackRock Advantage Small Cap Core Instl | Owns companies we recommend for divestment | 3 | 5 | 6 | 8 | X | Small Blend |
| BDSKX | BlackRock Advantage Small Cap Core K | Owns companies we recommend for divestment | 3 | 5 | 6 | 8 | X | Small Blend |
| BDVG | iMGP Berkshire Dividend Growth ETF | Owns companies we recommend for divestment | 2 | 3 | 3 | 3 | X | Large Value |
| BEDZ | AdvisorShares Hotel ETF | Owns companies we recommend for divestment | 1 | 1 | 3 | 1 | X | Consumer Cyclical |
| BEEX | BeeHive ETF | Owns companies we recommend for divestment | 1 | 4 | 2 | 5 | X | Large Blend |
| 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 |
| BEGIX | Sterling Capital Equity Income Instl | Owns companies we recommend for divestment | 3 | 2 | 2 | 3 | X | Large Value |
| BEGRX | Franklin Mutual Beacon Z | Owns companies we recommend for divestment | 2 | 2 | 2 | 2 | X | Global Large-Stock Value |
| BELT | iShares Long-Term U.S. Equity Active ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 3 | X | Large Growth |
| BEMAX | Brandes Emerging Markets Value A | Owns companies we recommend for divestment | 2 | 1 | 1 | 1 | X | Diversified Emerging Mkts |
| BEMCX | Brandes Emerging Markets Value C | Owns companies we recommend for divestment | 2 | 1 | 1 | 1 | X | Diversified Emerging Mkts |
| BEMIX | Brandes Emerging Markets Value I | Owns companies we recommend for divestment | 2 | 1 | 1 | 1 | X | Diversified Emerging Mkts |
| BEMRX | Brandes Emerging Markets Value R6 | Owns companies we recommend for divestment | 2 | 1 | 1 | 1 | X | Diversified Emerging Mkts |
| BEMVX | Barrow Hanley Emerging Markets Value I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| BEOIX | Barrow Hanley Concentrated EM ESG Opps I | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Diversified Emerging Mkts |
| BEQAX | American Century Equity Growth A | Owns companies we recommend for divestment | 9 | 9 | 19 | 14 | X | Large Blend |
| BEQGX | American Century Equity Growth Inv | Owns companies we recommend for divestment | 9 | 9 | 19 | 14 | X | Large Blend |
| BERAX | Carillon Chartwell Mid Cap Value A | Owns companies we recommend for divestment | 1 | 4 | 2 | 3 | X | Mid-Cap Value |
| BERBX | Carillon Chartwell Mid Cap Value C | Owns companies we recommend for divestment | 1 | 4 | 2 | 3 | X | Mid-Cap Value |
| BERCX | Carillon Chartwell Mid Cap Value I | Owns companies we recommend for divestment | 1 | 4 | 2 | 3 | X | Mid-Cap Value |
| BERDX | Carillon Chartwell Mid Cap Value R-6 | Owns companies we recommend for divestment | 1 | 4 | 2 | 3 | X | Mid-Cap Value |
| BERZ | MicroSectors™ St FANG&Inn 3X Inv Ld ETNs | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 4 | X | Trading--Inverse Equity |
| BESIX | William Blair Emerg Mkts Sm Cp Gr I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| BETZ | Roundhill Sports Betting & iGaming ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Consumer Cyclical |
| 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 |
| 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 |
| BFGBX | BlackRock Capital Appreciation K | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 3 | X | Large 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 |
| 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 |
| BFIIX | Baron FinTech Institutional | 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 |
| BFIUX | Baron FinTech R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 3 | X | Technology |
| BFOCX | Berkshire Focus | Owns companies we recommend for divestment | 2 | 3 | 6 | 5 | X | Technology |
| BFONX | Biondo Focus Investor | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 2 | X | Large Growth |
| BFOR | Barron's 400 ETF | Owns companies we recommend for divestment | 6 | 8 | 14 | 11 | X | Mid-Cap Blend |
| BFSIX | BFS Equity Institutional | Owns companies we recommend for divestment | 2 | 3 | 5 | 7 | X | Large Blend |
| BFTHX | Baron Fifth Avenue Growth Retail | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 3 | X | Large Growth |
| BFTIX | Baron Fifth Avenue Growth Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 3 | X | Large Growth |
| BFTUX | Baron Fifth Avenue Growth R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 3 | X | Large Growth |
| BGAFX | Baron Global Advantage Retail | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Large-Stock Growth |
| BGAIX | Baron Global Advantage Institutional | Owns no companies in our database | 0 | 0 | 0 | 0 | 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 | 3 | 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 | 3 | 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 | 3 | 4 | 5 | X | Global Large-Stock Growth |
| BGATX | Baillie Gifford Global Alpha Equities 2 | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 5 | X | Global Large-Stock Growth |
| 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 |
| 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 |
| BGCKX | BlackRock Global Equity Mkt Netrl K | Owns companies we recommend for divestment | 23 | 22 | 26 | 25 | X | Equity Market Neutral |
| 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 |
| 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 |
| BGDV | Bahl & Gaynor Dividend ETF | Owns companies we recommend for divestment | 5 | 2 | 6 | 7 | X | Large Value |
| BGDVX | BlackRock GA Disciplined Volatility Eq K | Owns companies we recommend for divestment | 7 | 7 | 13 | 11 | X | Global Large-Stock Blend |
| BGEAX | Brandes Global Equity A | Owns companies we recommend for divestment | 3 | 1 | 5 | 2 | X | Global Large-Stock Value |
| BGEDX | Baillie Gifford Emerging Markets Eqs 5 | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| BGEEX | BlackRock GA Dynamic Eq K | Owns companies we recommend for divestment | 5 | 4 | 8 | 5 | X | Global Large-Stock Blend |
| BGEFX | Baillie Gifford International Growth 4 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Foreign Large Growth |
| BGEGX | Baillie Gifford Emerging Markets Eqs I | 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 |
| BGEIX | American Century Global Gold Inv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Precious Metals |
| BGEKX | Baillie Gifford International Growth K | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Foreign Large Growth |
| 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 |
| BGESX | Baillie Gifford International Growth I | 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 | 2 | 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 | 2 | 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 | 2 | 0 | X | Foreign Large Growth |
| 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 |
| BGFIX | William Blair Growth I | Owns companies we recommend for divestment | 2 | 4 | 2 | 5 | X | Large Growth |
| BGFRX | William Blair Growth R6 | Owns companies we recommend for divestment | 2 | 4 | 2 | 5 | X | Large Growth |
| BGGIX | William Blair Global Leaders R6 | Owns companies we recommend for divestment | 4 | 3 | 5 | 7 | X | Global Large-Stock 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 |
| 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 |
| BGHBX | Baillie Gifford Health Inn Eq Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Health |
| BGHDX | Baillie Gifford Health Inn Eq K | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Health |
| 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 |
| BGIG | Bahl & Gaynor Income Growth ETF | Owns companies we recommend for divestment | 4 | 2 | 6 | 4 | X | Large Value |
| 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 |
| 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 |
| 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 |
| BGKEX | Baillie Gifford Emerging Markets Eqs K | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| 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 |
| 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 |
| 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 |
| BGLUX | Baron Global Advantage R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Large-Stock Growth |
| BGLYX | Brookfield Global Listed InfrastructureI | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Infrastructure |
| BGORX | BlackRock Advantage International R | Owns companies we recommend for divestment | 8 | 3 | 16 | 6 | X | Foreign Large Blend |
| 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 |
| 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 |
| 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 |
| BGRFX | Baron Growth Retail | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Mid-Cap Growth |
| BGRIX | Baron Growth Instl | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Mid-Cap Growth |
| BGRO | iShares Large Cap Growth Active ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 4 | X | Large Growth |
| BGRUX | Baron Growth R6 | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Mid-Cap Growth |
| BGRWX | Barrett Growth Retail | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 2 | 5 | X | Large Growth |
| BGSAX | BlackRock Technology Opportunities Inv A | Owns companies we recommend for divestment | 2 | 3 | 5 | 6 | X | Technology |
| BGSCX | BlackRock Technology Opportunities Inv C | Owns companies we recommend for divestment | 2 | 3 | 5 | 6 | X | Technology |
| BGSIX | BlackRock Technology Opportunities Instl | Owns companies we recommend for divestment | 2 | 3 | 5 | 6 | X | Technology |
| BGSRX | BlackRock Technology Opportunities R | Owns companies we recommend for divestment | 2 | 3 | 5 | 6 | X | Technology |
| BGVCX | Brandes Global Equity C | Owns companies we recommend for divestment | 3 | 1 | 5 | 2 | X | Global Large-Stock Value |
| BGVIX | Brandes Global Equity I | Owns companies we recommend for divestment | 3 | 1 | 5 | 2 | X | Global Large-Stock Value |
| BHBFX | Madison Dividend Income Y | Owns companies we recommend for divestment | 2 | 1 | 3 | 1 | X | Large Value |
| BHCFX | Baron Health Care Retail | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Health |
| BHCHX | Baron Health Care Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Health |
| BHCUX | Baron Health Care R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Health |
| BHEIX | BlackRock High Equity Income K | Owns companies we recommend for divestment | 5 | 5 | 9 | 7 | X | Derivative Income |
| BHSRX | BlackRock Health Sciences Opps R | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Health |
| BIAFX | Brown Advisory Flexible Equity Inv | Owns companies we recommend for divestment | 1 | 4 | 6 | 4 | X | Large Growth |
| BIAGX | Brown Advisory Growth Equity Inv | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 2 | 4 | X | Large Growth |
| BIAHX | Brown Advisory WMC Strat Eurp Eq Inv | Owns companies we recommend for divestment | 4 | 1 | 4 | 2 | X | Europe Stock |
| BIALX | Brown Advisory Global Leaders Investor | Owns companies we recommend for divestment | 1 | 1 | 4 | 2 | X | Global Large-Stock Growth |
| BIAPX | BlackRock 80/20 Target Allocation Instl | Owns companies we recommend for divestment | 38 | 31 | 72 | 45 | X | Moderately Aggressive Allocation |
| 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 |
| BIASX | Brown Advisory Small-Cap Growth Inv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| BIAUX | Brown Advisory Small-Cap Fdmtl Val Inv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Blend |
| BIAVX | Brown Advisory Beutel GoodmanLg-CpValInv | Owns companies we recommend for divestment | 1 | 0 | 1 | 2 | X | Mid-Cap Value |
| BIAWX | Brown Advisory Sustainable Growth Inv | Owns companies we recommend for divestment | 1 | 2 | 4 | 4 | V | Large Growth |
| BIAYX | Brown Advisory Sustainable Sml-Cp Cr Inv | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | V | Small Blend |
| BIB | ProShares Ultra Nasdaq Biotechnology | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Trading--Leveraged Equity |
| BIBDX | BlackRock Global Dividend Instl | Owns companies we recommend for divestment | 3 | 2 | 4 | 6 | X | Global Large-Stock Blend |
| BIBL | Inspire 100 ETF | Owns companies we recommend for divestment | 1 | 0 | 2 | 0 | X | Large Blend |
| 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 |
| BIDD | BlackRock International Dividend ETF | Owns companies we recommend for divestment | 1 | 0 | 3 | 1 | X | Foreign Large Blend |
| BIDEX | BlackRock Defensive Advantage EM Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| BIDVX | BlackRock GA Disciplined Vol Eq Instl | Owns companies we recommend for divestment | 7 | 7 | 13 | 11 | X | Global Large-Stock 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 |
| BIEEX | BlackRock GA Dynamic Eq Instl | Owns companies we recommend for divestment | 5 | 4 | 8 | 5 | X | Global Large-Stock Blend |
| BIEMX | William Blair Emerging Mkts Growth R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| BIERX | Brandes International Equity R6 | Owns companies we recommend for divestment | 3 | 0 | 4 | 1 | X | Foreign Large Value |
| BIFRX | BlackRock International R | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 2 | X | Foreign Large Blend |
| BIGFX | Baron International Growth Retail | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 3 | 0 | X | Foreign Large Growth |
| BIGIX | William Blair International Growth I | Owns companies we recommend for divestment | 2 | 1 | 4 | 4 | X | Foreign Large Growth |
| BIGPX | BlackRock 60/40 Target Allocation Instl | Owns companies we recommend for divestment | 37 | 31 | 70 | 44 | X | Moderate Allocation |
| BIGRX | American Century Discplnd Cor Val Inv | Owns companies we recommend for divestment | 5 | 7 | 10 | 10 | X | Large Value |
| BIGTX | The Texas I | Owns companies we recommend for divestment | 3 | 1 | 4 | 3 | X | Mid-Cap Blend |
| BIGUX | Baron International Growth R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 3 | 0 | X | Foreign Large Growth |
| BIIEX | Brandes International Equity I | Owns companies we recommend for divestment | 3 | 0 | 4 | 1 | X | Foreign Large Value |
| BIIGX | Buffalo Growth Institutional | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 5 | 7 | X | Large Growth |
| 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 |
| BILD | Macquarie Global Listed Infras ETF | 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 |
| BINCX | Brandes International Small Cap Equity C | Owns companies we recommend for divestment | 2 | 1 | 1 | 0 | X | Foreign Small/Mid Value |
| BINDX | Baron India Institutional | Owns no companies in our database | 0 | 0 | 0 | 0 | X | India Equity |
| BINFX | BlackRock Infrastructure Sust Opps Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Infrastructure |
| BINIX | Baron International Growth Institutional | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 3 | 0 | X | Foreign Large Growth |
| BINKX | BlackRock Infrastructure Sust Opps K | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Infrastructure |
| BINRX | Baron India Retail | Owns no companies in our database | 0 | 0 | 0 | 0 | X | India Equity |
| 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 |
| BINUX | Baron India R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | India Equity |
| BINV | Brandes International ETF | Owns companies we recommend for divestment | 3 | 0 | 4 | 1 | X | Foreign Large Value |
| BIOIX | Baron Opportunity Instl | 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 |
| BIOUX | Baron Opportunity R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 2 | X | Large Growth |
| BIPIX | ProFunds Biotechnology UltraSector Inv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Trading--Leveraged Equity |
| BIPSX | ProFunds Biotechnology UltraSector Svc | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Trading--Leveraged Equity |
| BIRAX | BlackRock Sustainable Adg Lg Cp Cr A | Owns companies we recommend for divestment | 8 | 14 | 14 | 14 | V | Large Blend |
| BIRCX | BlackRock Sustainable Adg Lg Cp Cr C | Owns companies we recommend for divestment | 8 | 14 | 14 | 14 | V | Large Blend |
| 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 |
| BIREX | BlackRock Real Estate Securities Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| BIRIX | BlackRock Sustainable Adg Lg Cp Cr Instl | Owns companies we recommend for divestment | 8 | 14 | 14 | 14 | V | Large Blend |
| BIRKX | BlackRock Sustainable Adg Lg Cp Cr K | Owns companies we recommend for divestment | 8 | 14 | 14 | 14 | V | Large Blend |
| BISAX | Brandes International Small Cap Equity A | Owns companies we recommend for divestment | 2 | 1 | 1 | 0 | X | Foreign Small/Mid Value |
| BISCX | UBS US Small Cap Growth P | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Small Growth |
| BISLX | Brown Advisory Sustainable Intl Ldrs Inv | Owns companies we recommend for divestment | 1 | 0 | 2 | 1 | V | Foreign Large Growth |
| 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 |
| BISVX | Brown Advisory Sustainable Val Inv | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 4 | 1 | V | Large Value |
| BITQ | Bitwise Crypto Industry Innovators ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Digital Assets |
| BITSX | iShares Total US Stock Market Idx Instl | Owns companies we recommend for divestment | 31 | 37 | 42 | 47 | X | Large Blend |
| BIVIX | Invenomic Institutional | Owns companies we recommend for divestment | 2 | 1 | 7 | 4 | X | Long-Short Equity |
| BIVRX | Invenomic Investor | Owns companies we recommend for divestment | 2 | 1 | 7 | 4 | X | Long-Short Equity |
| BIVSX | Invenomic Super Institutional | Owns companies we recommend for divestment | 2 | 1 | 7 | 4 | X | Long-Short Equity |
| BIZD | VanEck BDC Income ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Financial |
| BJK | VanEck Gaming ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Consumer Cyclical |
| BKAPX | BlackRock 80/20 Target Allocation K | Owns companies we recommend for divestment | 38 | 31 | 72 | 45 | X | Moderately Aggressive Allocation |
| BKBDX | BlackRock Global Dividend K | Owns companies we recommend for divestment | 3 | 2 | 4 | 6 | X | Global Large-Stock Blend |
| BKCH | Global X Blockchain ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Financial |
| BKCI | BNY Mellon Concentrated Internatnl ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Large Growth |
| BKDEX | BlackRock Defensive Advantage EM K | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| BKDV | BNY Mellon Dynamic Value ETF | Owns companies we recommend for divestment | 2 | 4 | 4 | 7 | X | Large Value |
| BKEM | BNY Mellon Emerging Markets Equity ETF | Owns companies we recommend for divestment | 1 | 0 | 9 | 0 | X | Diversified Emerging Mkts |
| BKF | iShares MSCI BIC ETF | Owns companies we recommend for divestment | 1 | 0 | 3 | 0 | X | Diversified Emerging Mkts |
| 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 |
| 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 |
| BKGPX | BlackRock 60/40 Target Allocation K | Owns companies we recommend for divestment | 37 | 31 | 70 | 44 | X | Moderate Allocation |
| BKIE | BNY Mellon International Equity ETF | Owns companies we recommend for divestment | 21 | 7 | 41 | 12 | X | Foreign Large Blend |
| BKIV | BNY Mellon Innovators ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 1 | X | Mid-Cap Growth |
| BKLC | BNY Mellon US Large Cap Core Equity ETF | Owns companies we recommend for divestment | 18 | 20 | 27 | 27 | X | Large Blend |
| BKMC | BNY Mellon US Mid Cap Core Equity ETF | Owns companies we recommend for divestment | 5 | 4 | 5 | 9 | X | Mid-Cap Blend |
| 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 |
| BKSE | BNY Mellon US Small Cap Core Equity ETF | Owns companies we recommend for divestment | 1 | 6 | 5 | 4 | X | Small Blend |
| BKTSX | iShares Total US Stock Market Idx K | Owns companies we recommend for divestment | 31 | 37 | 42 | 47 | X | Large Blend |
| BKWO | BNY Mellon Women's Opportunities ETF | Owns companies we recommend for divestment | 1 | 4 | 2 | 5 | V | Large Blend |
| BLCN | Siren Nasdaq NexGen Economy ETF | Owns companies we recommend for divestment | 0 | 2 | 6 | 3 | X | Digital Assets |
| BLCR | iShares Large Cap Core Active ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 3 | 3 | X | Large Blend |
| BLCV | iShares Large Cap Value Active ETF | Owns companies we recommend for divestment | 4 | 5 | 6 | 6 | X | Large Value |
| BLDG | Cambria Global Real Estate ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| BLES | Inspire Global Hope ETF | Owns companies we recommend for divestment | 4 | 3 | 6 | 2 | X | Global Large-Stock Blend |
| BLLD | JPMorgan Sustainable Infrastructure ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Infrastructure |
| BLOK | Amplify Transformational Data Shrg ETF | Owns companies we recommend for divestment | 0 | 0 | 2 | 2 | X | Digital Assets |
| BLPAX | American Funds Moderate Gr & Inc A | Owns companies we recommend for divestment | 24 | 22 | 38 | 30 | X | Moderate Allocation |
| BLPCX | American Funds Moderate Gr & Inc C | Owns companies we recommend for divestment | 24 | 22 | 38 | 30 | X | Moderate Allocation |
| BLPDX | American Funds Moderate Gr & Inc F-3 | Owns companies we recommend for divestment | 24 | 22 | 38 | 30 | X | Moderate Allocation |
| BLPEX | American Funds Moderate Gr & Inc F-2 | Owns companies we recommend for divestment | 24 | 22 | 38 | 30 | X | Moderate Allocation |
| BLPFX | American Funds Moderate Gr & Inc F-1 | Owns companies we recommend for divestment | 24 | 22 | 38 | 30 | X | Moderate Allocation |
| BLPIX | ProFunds Bull Inv | Owns companies we recommend for divestment | 17 | 20 | 27 | 25 | X | Trading--Leveraged Equity |
| BLPSX | ProFunds Bull Svc | Owns companies we recommend for divestment | 17 | 20 | 27 | 25 | X | Trading--Leveraged Equity |
| 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 |
| 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 |
| 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 |
| 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 |
| BLUEX | AMG Veritas Global Real Return I | Owns companies we recommend for divestment | 1 | 3 | 3 | 6 | X | Long-Short Equity |
| BLUIX | Blueprint Adaptive Growth Allc Instl | Owns companies we recommend for divestment | 8 | 10 | 18 | 16 | X | Moderate Allocation |
| BLYAX | American Beacon Man Lg Cp Growth A | Owns companies we recommend for divestment | 2 | 4 | 6 | 4 | X | Large Growth |
| BLYCX | American Beacon Man Lg Cp Growth C | Owns companies we recommend for divestment | 2 | 4 | 6 | 4 | X | Large Growth |
| BLYPX | American Beacon Man Lg Cp Growth Inv | Owns companies we recommend for divestment | 2 | 4 | 6 | 4 | X | Large Growth |
| BLYRX | American Beacon Man Lg Cp Growth R6 | Owns companies we recommend for divestment | 2 | 4 | 6 | 4 | X | Large Growth |
| BLYYX | American Beacon Man Lg Cp Growth Y | Owns companies we recommend for divestment | 2 | 4 | 6 | 4 | X | Large Growth |
| BLZAX | BlackRock Sustainable Adg EM Eq Inv A | Owns companies we recommend for divestment | 1 | 0 | 2 | 0 | V | Diversified Emerging Mkts |
| BLZIX | BlackRock Sustainable Adg EM Eq Ins | Owns companies we recommend for divestment | 1 | 0 | 2 | 0 | V | Diversified Emerging Mkts |
| BLZKX | BlackRock Sustainable Adg EM Eq K | Owns companies we recommend for divestment | 1 | 0 | 2 | 0 | V | Diversified Emerging Mkts |
| BMCAX | BlackRock Advantage Large Cap Gr Inv A | Owns companies we recommend for divestment | 5 | 7 | 11 | 12 | X | Large Growth |
| BMCCX | BlackRock Advantage Large Cap Gr Inv C | Owns companies we recommend for divestment | 5 | 7 | 11 | 12 | X | Large Growth |
| BMCIX | BlackRock High Equity Income Instl | Owns companies we recommend for divestment | 5 | 5 | 9 | 7 | X | Derivative Income |
| BMCKX | BlackRock Advantage Large Cap Gr K | Owns companies we recommend for divestment | 5 | 7 | 11 | 12 | X | Large Growth |
| BMCRX | BlackRock Advantage Large Cap Gr R | Owns companies we recommend for divestment | 5 | 7 | 11 | 12 | X | Large 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 |
| BMEAX | BlackRock High Equity Income Investor A | Owns companies we recommend for divestment | 5 | 5 | 9 | 7 | X | Derivative Income |
| BMECX | BlackRock High Equity Income Investor C | Owns companies we recommend for divestment | 5 | 5 | 9 | 7 | X | Derivative Income |
| BMED | iShares Health Innovation Active ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Health |
| 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 |
| BMIAX | BNY Mellon Income Stock A | Owns companies we recommend for divestment | 1 | 3 | 4 | 5 | X | Large Value |
| BMIDX | Brown Advisory Mid-Cap Growth Investor | Owns companies we recommend for divestment | 1 | 0 | 0 | 2 | X | Mid-Cap Growth |
| BMIIX | BNY Mellon Income Stock I | Owns companies we recommend for divestment | 1 | 3 | 4 | 5 | X | Large Value |
| BMISX | BNY Mellon Income Stock C | Owns companies we recommend for divestment | 1 | 3 | 4 | 5 | X | Large Value |
| BMIYX | BNY Mellon Income Stock Y | Owns companies we recommend for divestment | 1 | 3 | 4 | 5 | X | Large Value |
| BMPEX | Beck Mack + Oliver Partners | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 2 | X | Large Blend |
| BMRRX | BlackRock Mid-Cap Growth Equity R | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Mid-Cap Growth |
| BMSBX | MFS Blended Research Mid Cap Eq B | Owns companies we recommend for divestment | 5 | 2 | 4 | 5 | X | Mid-Cap Blend |
| BMSDX | MFS Blended Research Mid Cap Eq C | Owns companies we recommend for divestment | 5 | 2 | 4 | 5 | X | Mid-Cap Blend |
| BMSFX | MFS Blended Research Mid Cap Eq A | Owns companies we recommend for divestment | 5 | 2 | 4 | 5 | X | Mid-Cap Blend |
| BMSLX | MFS Blended Research Mid Cap Eq I | Owns companies we recommend for divestment | 5 | 2 | 4 | 5 | X | Mid-Cap Blend |
| BMSRX | MFS Blended Research Mid Cap Eq R1 | Owns companies we recommend for divestment | 5 | 2 | 4 | 5 | X | Mid-Cap Blend |
| BMSSX | MFS Blended Research Mid Cap Eq R2 | Owns companies we recommend for divestment | 5 | 2 | 4 | 5 | X | Mid-Cap Blend |
| BMSTX | MFS Blended Research Mid Cap Eq R3 | Owns companies we recommend for divestment | 5 | 2 | 4 | 5 | X | Mid-Cap Blend |
| BMSVX | MFS Blended Research Mid Cap Eq R4 | Owns companies we recommend for divestment | 5 | 2 | 4 | 5 | X | Mid-Cap Blend |
| BMSYX | MFS Blended Research Mid Cap Eq R6 | Owns companies we recommend for divestment | 5 | 2 | 4 | 5 | X | Mid-Cap Blend |
| BMVP | Invesco Bloomberg MVP Multi-factor ETF | Owns companies we recommend for divestment | 6 | 6 | 5 | 8 | X | Mid-Cap Blend |
| 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 |
| BNIEX | UBS International Sustainable Equity A | Owns companies we recommend for divestment | 1 | 1 | 2 | 2 | V | Foreign Large Blend |
| BNIVX | Barrow Hanley International Value I | Owns companies we recommend for divestment | 1 | 0 | 1 | 1 | X | Foreign Large Value |
| BNSCX | UBS US Small Cap Growth A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Small Growth |
| BNUEX | UBS International Sustainable Equity P | Owns companies we recommend for divestment | 1 | 1 | 2 | 2 | V | Foreign Large Blend |
| BOAT | SonicShares™ Global Shipping ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Industrials |
| BOGIX | SGI Small Cap Core Fund I Shares | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 3 | 1 | X | Small Blend |
| BOGSX | Black Oak Emerging Technology | Owns companies we recommend for divestment | 1 | 0 | 1 | 2 | X | Technology |
| BOPAX | Sterling Capital Special Opps A | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 5 | X | Large Blend |
| BOPCX | Sterling Capital Special Opps C | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 5 | X | Large Blend |
| BOPIX | Sterling Capital Special Opps Inst | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 5 | X | Large Blend |
| BOSCX | BNY Mellon Sm Cp Val C | Owns companies we recommend for divestment | 2 | 2 | 1 | 3 | X | Small Value |
| 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 |
| BOSVX | Bridgeway Omni Small-Cap Value N | Owns companies we recommend for divestment | 1 | 1 | 2 | 2 | X | Small Value |
| BOSYX | BNY Mellon Sm Cp Val Y | Owns companies we recommend for divestment | 2 | 2 | 1 | 3 | X | Small Value |
| BOTT | Themes Robotics & Automation ETF | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Technology |
| 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 |
| BOUT | Innovator IBD® Breakout Opps ETF | Owns companies we recommend for divestment | 1 | 1 | 2 | 2 | X | Mid-Cap Growth |
| BOYAX | Boyar Value | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 2 | X | Large Value |
| BPAIX | Boston Partners All Cap Value Instl | Owns companies we recommend for divestment | 4 | 2 | 7 | 5 | X | Large Value |
| BPAVX | Boston Partners All Cap Value Inv | Owns companies we recommend for divestment | 4 | 2 | 7 | 5 | X | Large Value |
| BPAY | iShares FinTech Active ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Financial |
| BPGIX | Boston Partners Global Equity Instl | Owns companies we recommend for divestment | 3 | 4 | 5 | 3 | X | Global Large-Stock Value |
| BPGSX | Boston Partners Global Sustainablty Ins | Owns companies we recommend for divestment | 1 | 3 | 5 | 3 | V | Global Large-Stock Value |
| BPIRX | Boston Partners Long/Short Rsrch Instl | Owns companies we recommend for divestment | 6 | 7 | 8 | 9 | X | Long-Short Equity |
| BPLEX | Boston Partners Long/Short Equity Inv | Owns companies we recommend for divestment | 2 | 3 | 3 | 3 | X | Long-Short Equity |
| BPLSX | Boston Partners Long/Short Equity Instl | Owns companies we recommend for divestment | 2 | 3 | 3 | 3 | X | Long-Short Equity |
| BPRRX | Boston Partners Long/Short Rsrch Inv | Owns companies we recommend for divestment | 6 | 7 | 8 | 9 | X | Long-Short Equity |
| BPSCX | Boston Partners Small Cap Value II Inv | Owns companies we recommend for divestment | 1 | 0 | 1 | 3 | X | Small Value |
| BPSIX | Boston Partners Small Cap Value II I | Owns companies we recommend for divestment | 1 | 0 | 1 | 3 | X | Small Value |
| BPTIX | Baron Partners Institutional | 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 |
| BPTUX | Baron Partners R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Large Growth |
| BQLCX | Bright Rock Quality Large Cap Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 4 | X | Large Blend |
| BQMGX | Bright Rock Mid Cap Growth Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Mid-Cap Growth |
| BRAGX | Bridgeway Aggressive Investors 1 | Owns companies we recommend for divestment | 4 | 7 | 9 | 8 | X | Large Blend |
| BRAPX | BlackRock 80/20 Target Allocation R | Owns companies we recommend for divestment | 38 | 31 | 72 | 45 | X | Moderately Aggressive Allocation |
| BRAZ | Global X Brazil Active ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Latin America Stock |
| BREBX | iShares FTSE NAREIT All Eq REIT Idx | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| BREFX | Baron Real Estate Retail | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| BREIX | Baron Real Estate Institutional | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| BREUX | Baron Real Estate R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| BRF | VanEck Brazil Small-Cap ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Latin America Stock |
| BRGAX | iShares Russell 1000 Large-Cap Idx Inv A | Owns companies we recommend for divestment | 23 | 28 | 34 | 38 | X | Large Blend |
| BRGIX | Bridges Investment Fund | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 5 | X | Large Growth |
| BRGKX | iShares Russell 1000 Large-Cap Idx K | Owns companies we recommend for divestment | 23 | 28 | 34 | 38 | X | Large Blend |
| BRGNX | iShares Russell 1000 Large-Cap Idx Instl | Owns companies we recommend for divestment | 23 | 28 | 34 | 38 | X | Large Blend |
| BRGPX | BlackRock 60/40 Target Allocation R | Owns companies we recommend for divestment | 37 | 31 | 70 | 44 | X | Moderate Allocation |
| BRIFX | Baron Real Estate Income Retail | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| 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 |
| 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 |
| BRLGX | American Beacon Man Lg Cp Growth R5 | Owns companies we recommend for divestment | 2 | 4 | 6 | 4 | X | Large Growth |
| BRLVX | American Beacon Man Lg Cp Value R5 | Owns companies we recommend for divestment | 4 | 8 | 7 | 5 | X | Large Value |
| BRMAX | iShares Russell Mid-Cap Index Inv A | Owns companies we recommend for divestment | 13 | 16 | 12 | 21 | X | Mid-Cap Blend |
| BRMIX | iShares Russell Mid-Cap Index Instl | Owns companies we recommend for divestment | 13 | 16 | 12 | 21 | X | Mid-Cap Blend |
| BRMKX | iShares Russell Mid-Cap Index K | Owns companies we recommend for divestment | 13 | 16 | 12 | 21 | X | Mid-Cap Blend |
| BRNY | Burney U.S. Factor Rotation ETF | Owns companies we recommend for divestment | 3 | 2 | 5 | 6 | X | Mid-Cap Blend |
| BROAX | BlackRock Advantage International Inv A | Owns companies we recommend for divestment | 8 | 3 | 16 | 6 | X | Foreign Large Blend |
| BROCX | BlackRock Advantage International Inv C | Owns companies we recommend for divestment | 8 | 3 | 16 | 6 | X | Foreign Large Blend |
| BROIX | BlackRock Advantage International Instl | Owns companies we recommend for divestment | 8 | 3 | 16 | 6 | X | Foreign Large Blend |
| BROKX | BlackRock Advantage International K | Owns companies we recommend for divestment | 8 | 3 | 16 | 6 | X | Foreign Large 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 |
| 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 |
| 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 |
| BRSIX | Bridgeway Ultra-Small Company Market | Owns companies we recommend for divestment | 1 | 1 | 3 | 1 | X | Small Value |
| 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 |
| BRSVX | Bridgeway Small-Cap Value | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Small Value |
| 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 |
| BRTNX | Bretton Fund | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 2 | X | Large Blend |
| BRUDX | MFS Blended Research Value Equity A | Owns companies we recommend for divestment | 7 | 4 | 10 | 9 | X | Large Value |
| BRUEX | MFS Blended Research Value Equity B | Owns companies we recommend for divestment | 7 | 4 | 10 | 9 | X | Large Value |
| BRUFX | Bruce | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Moderately Aggressive Allocation |
| BRUGX | MFS Blended Research Value Equity C | Owns companies we recommend for divestment | 7 | 4 | 10 | 9 | X | Large Value |
| BRUHX | MFS Blended Research Value Equity I | Owns companies we recommend for divestment | 7 | 4 | 10 | 9 | X | Large Value |
| BRUJX | MFS Blended Research Value Equity R1 | Owns companies we recommend for divestment | 7 | 4 | 10 | 9 | X | Large Value |
| BRUKX | MFS Blended Research Value Equity R2 | Owns companies we recommend for divestment | 7 | 4 | 10 | 9 | X | Large Value |
| BRULX | MFS Blended Research Value Equity R3 | Owns companies we recommend for divestment | 7 | 4 | 10 | 9 | X | Large Value |
| BRUMX | MFS Blended Research Value Equity R4 | Owns companies we recommend for divestment | 7 | 4 | 10 | 9 | X | Large Value |
| BRUNX | MFS Blended Research Value Equity R6 | Owns companies we recommend for divestment | 7 | 4 | 10 | 9 | X | Large Value |
| BRUSX | Bridgeway Ultra-Small Company | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Value |
| BRWAX | MFS Blended Research Growth Eq A | Owns companies we recommend for divestment | 1 | 4 | 5 | 6 | X | Large Growth |
| BRWBX | MFS Blended Research Growth Eq B | Owns companies we recommend for divestment | 1 | 4 | 5 | 6 | X | Large Growth |
| BRWCX | MFS Blended Research Growth Eq C | Owns companies we recommend for divestment | 1 | 4 | 5 | 6 | X | Large Growth |
| BRWIX | AMG Boston Common Global Impact I | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 3 | 4 | V | Global Large-Stock Blend |
| BRWJX | MFS Blended Research Growth Eq I | Owns companies we recommend for divestment | 1 | 4 | 5 | 6 | X | Large Growth |
| BRWRX | MFS Blended Research Growth Eq R1 | Owns companies we recommend for divestment | 1 | 4 | 5 | 6 | X | Large Growth |
| BRWSX | MFS Blended Research Growth Eq R2 | Owns companies we recommend for divestment | 1 | 4 | 5 | 6 | X | Large Growth |
| BRWTX | MFS Blended Research Growth Eq R3 | Owns companies we recommend for divestment | 1 | 4 | 5 | 6 | X | Large Growth |
| BRWUX | MFS Blended Research Growth Eq R4 | Owns companies we recommend for divestment | 1 | 4 | 5 | 6 | X | Large Growth |
| BRWVX | MFS Blended Research Growth Eq R6 | Owns companies we recommend for divestment | 1 | 4 | 5 | 6 | X | Large Growth |
| BRXAX | MFS Blended Research Intl Eq A | Owns companies we recommend for divestment | 3 | 2 | 3 | 1 | X | Foreign Large Blend |
| BRXBX | MFS Blended Research Intl Eq B | Owns companies we recommend for divestment | 3 | 2 | 3 | 1 | X | Foreign Large Blend |
| BRXCX | MFS Blended Research Intl Eq C | Owns companies we recommend for divestment | 3 | 2 | 3 | 1 | X | Foreign Large Blend |
| BRXIX | MFS Blended Research Intl Eq I | Owns companies we recommend for divestment | 3 | 2 | 3 | 1 | X | Foreign Large Blend |
| BRXRX | MFS Blended Research Intl Eq R1 | Owns companies we recommend for divestment | 3 | 2 | 3 | 1 | X | Foreign Large Blend |
| BRXSX | MFS Blended Research Intl Eq R2 | Owns companies we recommend for divestment | 3 | 2 | 3 | 1 | X | Foreign Large Blend |
| BRXTX | MFS Blended Research Intl Eq R3 | Owns companies we recommend for divestment | 3 | 2 | 3 | 1 | X | Foreign Large Blend |
| BRXUX | MFS Blended Research Intl Eq R4 | Owns companies we recommend for divestment | 3 | 2 | 3 | 1 | X | Foreign Large Blend |
| BRXVX | MFS Blended Research Intl Eq R6 | Owns companies we recommend for divestment | 3 | 2 | 3 | 1 | X | Foreign Large Blend |
| BRZAX | BlackRock Sus Adg Intl Eq Inv A | Owns companies we recommend for divestment | 8 | 3 | 15 | 5 | V | Foreign Large Blend |
| BRZIX | BlackRock Sus Adg Intl Eq Ins | Owns companies we recommend for divestment | 8 | 3 | 15 | 5 | V | Foreign Large Blend |
| BRZKX | BlackRock Sus Adg Intl Eq K | Owns companies we recommend for divestment | 8 | 3 | 15 | 5 | V | Foreign Large Blend |
| BSCAX | Brandes Small Cap Value A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Value |
| BSCFX | Baron Small Cap Retail | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| BSCMX | Brandes Small Cap Value I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Value |
| BSCRX | Brandes Small Cap Value R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Value |
| BSCUX | Baron Small Cap R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small 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 |
| BSFIX | Baron Small Cap Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| BSGIX | Baird Small/Mid Cap Growth Institutional | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Mid-Cap 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 |
| 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 |
| BSGRX | BlackRock Advantage Small Cap Gr R | Owns companies we recommend for divestment | 1 | 3 | 3 | 5 | X | Small Growth |
| BSGSX | Baird Small/Mid Cap Growth Investor | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Mid-Cap Growth |
| BSMAX | iShares Russell Small/Mid-Cap Idx Inv A | Owns companies we recommend for divestment | 13 | 18 | 14 | 20 | X | Small Blend |
| BSMC | Brandes U.S. Small-Mid Cap Value ETF | Owns companies we recommend for divestment | 2 | 1 | 1 | 2 | X | Small Value |
| BSMDX | BlackRock SMID-Cap Growth Equity Instl | Owns companies we recommend for divestment | 3 | 1 | 0 | 3 | X | Mid-Cap Growth |
| BSMIX | iShares Russell Small/Mid-Cap Idx Instl | Owns companies we recommend for divestment | 13 | 18 | 14 | 20 | X | Small Blend |
| BSMKX | iShares Russell Small/Mid-Cap Idx K | Owns companies we recommend for divestment | 13 | 18 | 14 | 20 | X | Small Blend |
| BSPAX | iShares S&P 500 Index Investor A | Owns companies we recommend for divestment | 18 | 20 | 28 | 26 | X | Large Blend |
| BSPGX | iShares S&P 500 Index G | Owns companies we recommend for divestment | 18 | 20 | 28 | 26 | X | Large Blend |
| BSPIX | iShares S&P 500 Index Institutional | Owns companies we recommend for divestment | 18 | 20 | 28 | 26 | X | Large Blend |
| BSPPX | iShares S&P 500 Index Investor P | Owns companies we recommend for divestment | 18 | 20 | 28 | 26 | X | Large Blend |
| BSPSX | iShares S&P 500 Index Service | Owns companies we recommend for divestment | 18 | 20 | 28 | 26 | X | Large Blend |
| BSTSX | BlackRock Technology Opportunities Svc | Owns companies we recommend for divestment | 2 | 3 | 5 | 6 | X | Technology |
| BSUVX | BlackRock Sustainable US Value Eq Ins | Owns companies we recommend for divestment | 1 | 6 | 5 | 3 | V | Large Value |
| BSVAX | BlackRock Sustainable US Value Eq Inv A | Owns companies we recommend for divestment | 1 | 6 | 5 | 3 | V | Large Value |
| BSVIX | Baird Equity Opportunity Institutional | Owns companies we recommend for divestment | 1 | 1 | 1 | 1 | X | Small Growth |
| BSVKX | BlackRock Sustainable US Value Eq K | Owns companies we recommend for divestment | 1 | 6 | 5 | 3 | V | Large Value |
| BSVO | EA Bridgeway Omni Small-Cap Value ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 1 | X | Small Value |
| BSVSX | Baird Equity Opportunity Investor | Owns companies we recommend for divestment | 1 | 1 | 1 | 1 | X | Small Growth |
| BTBFX | Boston Trust Asset Management | Owns companies we recommend for divestment | 1 | 3 | 5 | 4 | V | Moderately Aggressive Allocation |
| BTECX | Baron Technology Institutional | Owns companies we recommend for divestment | 1 | 3 | 3 | 3 | X | Technology |
| BTEEX | Baron Technology Retail | Owns companies we recommend for divestment | 1 | 3 | 3 | 3 | X | Technology |
| BTEFX | Boston Trust Equity | Owns companies we recommend for divestment | 1 | 3 | 4 | 5 | V | Large Blend |
| BTEKX | BlackRock Technology Opportunities K | Owns companies we recommend for divestment | 2 | 3 | 5 | 6 | X | Technology |
| BTEUX | Baron Technology R6 | Owns companies we recommend for divestment | 1 | 3 | 3 | 3 | X | Technology |
| BTIEX | DWS Equity 500 Index S | Owns companies we recommend for divestment | 18 | 20 | 28 | 26 | X | Large Blend |
| BTIIX | DWS Equity 500 Index Inst | Owns companies we recommend for divestment | 18 | 20 | 28 | 26 | X | Large Blend |
| BTIRX | DWS Equity 500 Index R6 | Owns companies we recommend for divestment | 18 | 20 | 28 | 26 | X | Large Blend |
| 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 |
| 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 |
| BTMFX | Boston Trust Midcap | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Mid-Cap Blend |
| BTMGX | iShares MSCI EAFE Intl Idx G | Owns companies we recommend for divestment | 13 | 6 | 27 | 10 | X | Foreign Large Blend |
| BTMKX | iShares MSCI EAFE Intl Idx K | Owns companies we recommend for divestment | 13 | 6 | 27 | 10 | X | Foreign Large Blend |
| BTMPX | iShares MSCI EAFE Intl Idx Inv P | Owns companies we recommend for divestment | 13 | 6 | 27 | 10 | X | Foreign Large Blend |
| BTSMX | Boston Trust SMID Cap | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Mid-Cap Blend |
| BUFBX | Buffalo Flexible Allocation | Owns companies we recommend for divestment | 1 | 2 | 5 | 3 | X | Large Value |
| BUFDX | Buffalo Growth & Income | Owns companies we recommend for divestment | 3 | 6 | 8 | 7 | X | Large Blend |
| BUFEX | Buffalo Blue Chip Growth | Owns companies we recommend for divestment | 4 | 5 | 6 | 7 | X | Large Growth |
| BUFGX | Buffalo Growth | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 5 | 7 | X | Large Growth |
| BUFIX | Buffalo International | Owns companies we recommend for divestment | 1 | 1 | 4 | 2 | X | Foreign Large 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 |
| BUFOX | Buffalo Early Stage Growth Fd | Owns companies we recommend for divestment | 2 | 2 | 1 | 3 | X | Small Growth |
| BUFSX | Buffalo Small Cap Growth | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| BUFTX | Buffalo Mid Cap Discovery | Owns companies we recommend for divestment | 1 | 0 | 1 | 3 | X | Mid-Cap Growth |
| BUG | Global X Cybersecurity ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Technology |
| BUIBX | Buffalo Flexible Allocation Inst | Owns companies we recommend for divestment | 1 | 2 | 5 | 3 | X | Large Value |
| BUIDX | Buffalo Growth & Income Inst | Owns companies we recommend for divestment | 3 | 6 | 8 | 7 | X | Large Blend |
| BUIEX | Buffalo Blue Chip Growth Instl Cl | Owns companies we recommend for divestment | 4 | 5 | 6 | 7 | X | Large Growth |
| BUIIX | Buffalo International Institutional | Owns companies we recommend for divestment | 1 | 1 | 4 | 2 | X | Foreign Large 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 |
| BUIOX | Buffalo Early Stage Growth Instl | Owns companies we recommend for divestment | 2 | 2 | 1 | 3 | X | Small Growth |
| BUISX | Buffalo Small Cap Growth Institutional | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| BUITX | Buffalo Mid Cap Discovery Inst | Owns companies we recommend for divestment | 1 | 0 | 1 | 3 | X | Mid-Cap Growth |
| BUL | Pacer US Cash Cows Growth ETF | Owns companies we recommend for divestment | 1 | 0 | 5 | 1 | X | Mid-Cap Blend |
| 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 |
| BULIX | American Century Utilities Inv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Utilities |
| BULZ | MicroSectors™ Slct FANG Inn 3X Lvgd ETNs | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 4 | X | Trading--Leveraged Equity |
| BUSA | Brandes U.S. Value ETF | Owns companies we recommend for divestment | 3 | 2 | 5 | 3 | X | Large Value |
| BUYO | KraneShares Man Buyout Beta Index ETF | Owns companies we recommend for divestment | 4 | 1 | 2 | 6 | X | Mid-Cap Blend |
| BUYZ | Franklin Disruptive Commerce ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 7 | 3 | X | Global Large-Stock Growth |
| BUZZ | VanEck Social Sentiment ETF | Owns companies we recommend for divestment | 2 | 6 | 7 | 6 | X | Large Growth |
| BVALX | Brown Advisory BeutelGoodmanLg-CpValInst | Owns companies we recommend for divestment | 1 | 0 | 1 | 2 | X | Mid-Cap Value |
| BVAOX | Madison Small Cap Y | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Blend |
| BVEFX | Becker Value Equity Retail | Owns companies we recommend for divestment | 3 | 4 | 8 | 6 | X | Large Value |
| BVEIX | Becker Value Equity Institutional | Owns companies we recommend for divestment | 3 | 4 | 8 | 6 | X | Large Value |
| BVOIX | Barrow Hanley US Value Opportunities I | Owns companies we recommend for divestment | 2 | 4 | 2 | 3 | X | Large Value |
| BVPIX | Baywood ValuePlus Institutional | Owns companies we recommend for divestment | 3 | 3 | 5 | 4 | X | Large Value |
| BVSIX | Baywood Socially Responsible Instl | Owns companies we recommend for divestment | 0 | 3 | 3 | 3 | V | Large Value |
| BWBFX | Baron WealthBuilder Retail | Owns companies we recommend for divestment | 3 | 5 | 8 | 11 | X | Aggressive Allocation |
| BWBIX | Baron WealthBuilder Institutional | Owns companies we recommend for divestment | 3 | 5 | 8 | 11 | X | Aggressive Allocation |
| BWBTX | Baron WealthBuilder TA | Owns companies we recommend for divestment | 3 | 5 | 8 | 11 | X | Aggressive Allocation |
| BWEB | Bitwise Web3 ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 3 | 3 | X | Technology |
| BWLAX | American Beacon Man Lg Cp Value A | Owns companies we recommend for divestment | 4 | 8 | 7 | 5 | X | Large Value |
| BWLCX | American Beacon Man Lg Cp Value C | Owns companies we recommend for divestment | 4 | 8 | 7 | 5 | X | Large Value |
| BWLIX | American Beacon Man Lg Cp Value Inv | Owns companies we recommend for divestment | 4 | 8 | 7 | 5 | X | Large Value |
| BWLRX | American Beacon Man Lg Cp Value R6 | Owns companies we recommend for divestment | 4 | 8 | 7 | 5 | X | Large Value |
| BWLYX | American Beacon Man Lg Cp Value Y | Owns companies we recommend for divestment | 4 | 8 | 7 | 5 | X | Large Value |
| BWNYX | Bullfinch Greater Western New York | Owns companies we recommend for divestment | 2 | 0 | 2 | 2 | X | Mid-Cap Value |
| BWTG | Brendan Wood TopGun ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 2 | 3 | X | Large Growth |
| BYRE | Principal Real Estate Active Opp ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| CAAAX | Calvert Growth Allocation A | Owns companies we recommend for divestment | 20 | 23 | 36 | 32 | V | Aggressive Allocation |
| CAABX | ClearBridge Sustainability Leaders C | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 6 | V | Large Blend |
| CAACX | Calvert Growth Allocation C | Owns companies we recommend for divestment | 20 | 23 | 36 | 32 | V | Aggressive Allocation |
| 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 |
| CABDX | AB Relative Value A | Owns companies we recommend for divestment | 2 | 4 | 3 | 2 | X | Large Value |
| CACFX | Invesco Greater China C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
| CACSX | Invesco Greater China R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
| 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 |
| CADRX | Columbia Large Cap Growth Opp Inst2 | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 6 | X | Large Growth |
| CADVX | Calamos Dividend Growth A | Owns companies we recommend for divestment | 3 | 8 | 10 | 6 | X | Large Blend |
| CAEAX | Columbia Acorn European A | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Europe Stock |
| CAEIX | Calvert Global Energy Solutions I | Owns companies we recommend for divestment | 0 | 1 | 9 | 3 | V | Global Small/Mid Stock |
| CAEZX | Columbia Acorn European Inst | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Europe Stock |
| CAFAX | American Funds AMCAP 529A | Owns companies we recommend for divestment | 6 | 6 | 11 | 12 | X | Large Growth |
| CAFCX | American Funds AMCAP 529C | Owns companies we recommend for divestment | 6 | 6 | 11 | 12 | X | Large Growth |
| CAFEX | American Funds AMCAP 529E | Owns companies we recommend for divestment | 6 | 6 | 11 | 12 | X | Large Growth |
| CAFFX | American Funds AMCAP 529F1 | Owns companies we recommend for divestment | 6 | 6 | 11 | 12 | X | Large Growth |
| 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 |
| CAFRX | Commonwealth Africa | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Miscellaneous Region |
| CAGEX | Calamos Global Equity A | Owns companies we recommend for divestment | 2 | 4 | 7 | 4 | X | Global Large-Stock Growth |
| CAGIX | Calvert Growth Allocation I | Owns companies we recommend for divestment | 20 | 23 | 36 | 32 | V | Aggressive Allocation |
| CAHEX | Calamos Hedged Equity A | Owns companies we recommend for divestment | 10 | 12 | 21 | 17 | X | Equity Hedged |
| CAIBX | American Funds Capital Income Bldr A | Owns companies we recommend for divestment | 7 | 7 | 9 | 9 | X | Global Allocation |
| CAIFX | American Funds Capital Income Bldr F2 | Owns companies we recommend for divestment | 7 | 7 | 9 | 9 | X | Global Allocation |
| CAIRX | Columbia Acorn International Inst2 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
| CAISX | Calamos International Small Cap Gr A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
| CALF | Pacer US Small Cap Cash Cows 100 ETF | Owns companies we recommend for divestment | 1 | 1 | 0 | 2 | X | Small Value |
| CALRX | Calvert Small-Cap R6 | Owns companies we recommend for divestment | 1 | 1 | 1 | 1 | V | Small Blend |
| CAMIX | Cambiar International Equity Inv | Owns companies we recommend for divestment | 1 | 1 | 2 | 3 | X | Foreign Large Blend |
| CAML | Congress Large Cap Growth ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 5 | X | Large Growth |
| CAMLX | Congress Large Cap Growth Retail | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 5 | 6 | X | Large Growth |
| CAMMX | Cambiar SMID Investor | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Mid-Cap Blend |
| CAMOX | Cambiar Opportunity Inv | Owns companies we recommend for divestment | 3 | 2 | 5 | 4 | X | Large Value |
| CAMRX | Calvert Moderate Allocation R6 | Owns companies we recommend for divestment | 20 | 23 | 36 | 32 | V | Moderate Allocation |
| 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 |
| CAMWX | Cambiar Opportunity Inst | Owns companies we recommend for divestment | 3 | 2 | 5 | 4 | X | Large Value |
| CAMX | Cambiar Aggressive Value ETF | Owns companies we recommend for divestment | 2 | 1 | 3 | 2 | X | Global Large-Stock Value |
| CAMYX | Cambiar International Equity Instl | Owns companies we recommend for divestment | 1 | 1 | 2 | 3 | X | Foreign Large Blend |
| CAMZX | Cambiar Small Cap Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Blend |
| CANC | Tema Oncology ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Health |
| CAPE | DoubleLine Shiller CAPE US Equities ETF | Owns companies we recommend for divestment | 2 | 8 | 10 | 8 | X | Large Blend |
| CAPEX | Eaton Vance Tx-Mgd Growth 1.0 | Owns companies we recommend for divestment | 8 | 9 | 14 | 12 | X | Large Blend |
| CAPOX | Absolute Capital Opportunities Instl | Owns companies we recommend for divestment | 1 | 3 | 4 | 5 | X | Equity Hedged |
| CAREX | Domini Sustainable Solutions Inv | Owns companies we recommend for divestment | 0 | 0 | 2 | 1 | V | Global Small/Mid Stock |
| CARK | CastleArk Large Growth ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 3 | 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 | 3 | 5 | 5 | X | Consumer Cyclical |
| CATH | Global X S&P 500® Catholic Values ETF | Owns companies we recommend for divestment | 10 | 17 | 19 | 16 | X | Large Blend |
| CAVAX | SEI Catholic Values Equity F (SCVT) | Owns companies we recommend for divestment | 11 | 25 | 26 | 26 | X | Large Blend |
| CAVYX | SEI Catholic Values Equity Y (SCVT) | Owns companies we recommend for divestment | 11 | 25 | 26 | 26 | X | Large Blend |
| CAXAX | Catalyst/MAP Global Equity A | Owns companies we recommend for divestment | 1 | 2 | 4 | 3 | X | Global Large-Stock Value |
| CAXCX | Catalyst/MAP Global Equity C | Owns companies we recommend for divestment | 1 | 2 | 4 | 3 | X | Global Large-Stock Value |
| CAXIX | Catalyst/MAP Global Equity I | Owns companies we recommend for divestment | 1 | 2 | 4 | 3 | X | Global Large-Stock Value |
| CBAAX | American Funds Moderate Gr & Inc 529-A | Owns companies we recommend for divestment | 24 | 22 | 38 | 30 | X | Moderate Allocation |
| CBAEX | American Funds Moderate Gr & Inc 529-E | Owns companies we recommend for divestment | 24 | 22 | 38 | 30 | X | Moderate Allocation |
| CBAFX | American Funds Moderate Gr & Inc 529-F-1 | Owns companies we recommend for divestment | 24 | 22 | 38 | 30 | X | Moderate Allocation |
| CBAGX | American Funds Moderate Gr & Inc ABLE-A | Owns companies we recommend for divestment | 24 | 22 | 38 | 30 | X | Moderate Allocation |
| CBAIX | Calvert Balanced I | Owns companies we recommend for divestment | 1 | 3 | 3 | 7 | V | Moderate Allocation |
| CBARX | Calvert Balanced R6 | Owns companies we recommend for divestment | 1 | 3 | 3 | 7 | V | Moderate Allocation |
| CBBCX | AB Relative Value C | Owns companies we recommend for divestment | 2 | 4 | 3 | 2 | X | Large Value |
| CBBGX | American Funds Moderate Gr & Inc ABLE-F2 | Owns companies we recommend for divestment | 24 | 22 | 38 | 30 | X | Moderate Allocation |
| CBBIX | AB Relative Value I | Owns companies we recommend for divestment | 2 | 4 | 3 | 2 | X | Large Value |
| CBBYX | AB Relative Value Advisor | Owns companies we recommend for divestment | 2 | 4 | 3 | 2 | X | Large Value |
| CBBZX | AB Relative Value Z | Owns companies we recommend for divestment | 2 | 4 | 3 | 2 | X | Large Value |
| CBEAX | Allspring Large Cap Value CL A | Owns companies we recommend for divestment | 3 | 5 | 7 | 7 | X | Large Value |
| CBECX | Allspring Large Cap Value CL C | Owns companies we recommend for divestment | 3 | 5 | 7 | 7 | X | Large Value |
| CBEJX | Allspring Large Cap Value CL R6 | Owns companies we recommend for divestment | 3 | 5 | 7 | 7 | X | Large Value |
| CBFAX | American Funds Global Balanced 529A | Owns companies we recommend for divestment | 10 | 4 | 16 | 11 | X | Global Allocation |
| CBFCX | American Funds Global Balanced 529C | Owns companies we recommend for divestment | 10 | 4 | 16 | 11 | X | Global Allocation |
| CBFEX | American Funds Global Balanced 529E | Owns companies we recommend for divestment | 10 | 4 | 16 | 11 | X | Global Allocation |
| CBFFX | American Funds Global Balanced 529F1 | Owns companies we recommend for divestment | 10 | 4 | 16 | 11 | X | Global Allocation |
| CBGAX | ClearBridge Global Infrastructure Inc C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Infrastructure |
| CBLLX | Allspring Large Cap Value Admin | Owns companies we recommend for divestment | 3 | 5 | 7 | 7 | X | Large Value |
| CBLS | Clough Hedged Equity ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 0 | X | Equity Hedged |
| CBLSX | Allspring Large Cap Value Inst | Owns companies we recommend for divestment | 3 | 5 | 7 | 7 | X | Large Value |
| CBPCX | American Funds Moderate Gr & Inc 529-C | Owns companies we recommend for divestment | 24 | 22 | 38 | 30 | X | Moderate Allocation |
| CBPRX | Pioneer Balanced ESG R | Owns companies we recommend for divestment | 1 | 3 | 5 | 6 | V | Moderate Allocation |
| CBSAX | Columbia Select Mid Cap Growth Fund A | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Mid-Cap Growth |
| CBSCX | ClearBridge Select R | Owns companies we recommend for divestment | 1 | 1 | 3 | 2 | X | Mid-Cap Growth |
| CBSE | Clough Select Equity ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Small/Mid Stock |
| CBSLX | ClearBridge Sustainability Leaders R | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 6 | V | Large Blend |
| CBVBX | ClearBridge Value IS | Owns companies we recommend for divestment | 1 | 3 | 4 | 1 | X | Large Value |
| CCACX | Calvert Mid-Cap C | Owns companies we recommend for divestment | 2 | 2 | 2 | 2 | V | Mid-Cap Blend |
| CCAFX | Calvert Mid-Cap A | Owns companies we recommend for divestment | 2 | 2 | 2 | 2 | V | Mid-Cap Blend |
| CCALX | Conestoga Small Cap Institutional | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| CCAPX | FS Chiron Capital Allocation Class I | Owns companies we recommend for divestment | 2 | 6 | 9 | 3 | X | Global Allocation |
| CCASX | Conestoga Small Cap Investors | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| 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 |
| CCCRX | Columbia Contrarian Core R | Owns companies we recommend for divestment | 5 | 5 | 10 | 9 | X | Large Blend |
| CCDVX | Calamos Dividend Growth C | Owns companies we recommend for divestment | 3 | 8 | 10 | 6 | X | Large Blend |
| CCERX | Columbia Large Cap Enhanced Core R | Owns companies we recommend for divestment | 5 | 6 | 11 | 7 | X | Large Blend |
| CCETX | American Funds 2030 Trgt Date Retire C | Owns companies we recommend for divestment | 27 | 26 | 42 | 33 | X | Target-Date 2030 |
| CCFAX | American Funds College 2036 529-A | Owns companies we recommend for divestment | 27 | 26 | 42 | 33 | X | Moderately Aggressive Allocation |
| CCFTX | American Funds 2035 Trgt Date Retire C | Owns companies we recommend for divestment | 28 | 26 | 44 | 33 | X | Target-Date 2035 |
| CCGDX | American Funds 2070 Trgt Date Retire C | Owns companies we recommend for divestment | 26 | 25 | 43 | 33 | X | Target-Date 2065+ |
| CCGEX | Calamos Global Equity C | Owns companies we recommend for divestment | 2 | 4 | 7 | 4 | X | Global Large-Stock Growth |
| CCGIX | Baird Chautauqua Global Growth Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 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 | 2 | 2 | 2 | X | Global Large-Stock Growth |
| CCGTX | American Funds 2040 Trgt Date Retire C | Owns companies we recommend for divestment | 28 | 27 | 45 | 33 | X | Target-Date 2040 |
| CCHEX | Calamos Hedged Equity C | Owns companies we recommend for divestment | 10 | 12 | 21 | 17 | X | Equity Hedged |
| CCHTX | American Funds 2045 Trgt Date Retire C | Owns companies we recommend for divestment | 26 | 27 | 43 | 33 | X | Target-Date 2045 |
| CCIDX | Columbia Acorn International S | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
| CCIFX | Columbia Seligman Technology And Info S | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 7 | 5 | X | Technology |
| CCISX | Calamos International Small Cap Gr C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
| CCITX | American Funds 2050 Trgt Date Retire C | Owns companies we recommend for divestment | 26 | 27 | 43 | 33 | X | Target-Date 2050 |
| CCIZX | Columbia Seligman Tech & Info Inst | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 7 | 5 | X | Technology |
| CCJTX | American Funds 2055 Trgt Date Retire C | Owns companies we recommend for divestment | 26 | 25 | 43 | 33 | X | Target-Date 2055 |
| CCKTX | American Funds 2060 Trgt Date Retire C | Owns companies we recommend for divestment | 26 | 25 | 43 | 33 | X | Target-Date 2060 |
| CCLTX | American Funds 2065 Trgt Date Retire C | Owns companies we recommend for divestment | 26 | 25 | 43 | 33 | X | Target-Date 2065+ |
| 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 |
| CCNR | ALPS/CoreCommodity Natural Resources ETF | Owns companies we recommend for divestment | 1 | 3 | 7 | 1 | X | Natural Resources |
| CCOR | Core Alternative ETF | Owns companies we recommend for divestment | 2 | 3 | 4 | 4 | X | Equity Hedged |
| CCOYX | Columbia Seligman Tech & Info Inst3 | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 7 | 5 | X | Technology |
| CCPAX | FS Chiron Capital Allocation A | Owns companies we recommend for divestment | 2 | 6 | 9 | 3 | X | Global Allocation |
| CCPCX | FS Chiron Capital Allocation C | Owns companies we recommend for divestment | 2 | 6 | 9 | 3 | X | Global Allocation |
| CCPIX | Calvert Mid-Cap I | Owns companies we recommend for divestment | 2 | 2 | 2 | 2 | V | Mid-Cap Blend |
| CCQYX | Columbia Disciplined Core Inst3 | Owns companies we recommend for divestment | 4 | 5 | 9 | 6 | X | Large Blend |
| CCRIX | Columbia Small Cap Growth R | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Small Growth |
| CCRZX | Columbia Disciplined Core Inst | Owns companies we recommend for divestment | 4 | 5 | 9 | 6 | X | Large Blend |
| 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 |
| 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 |
| 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 |
| CCVAX | Calvert Small-Cap A | Owns companies we recommend for divestment | 1 | 1 | 1 | 1 | V | Small Blend |
| 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 |
| CCWRX | Columbia Select Large Cap Growth Inst3 | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 3 | X | 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 |
| CCYIX | Columbia Acorn International Inst3 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
| CDC | VictoryShares US EQ Inc Enh Vol Wtd ETF | Owns companies we recommend for divestment | 4 | 6 | 6 | 5 | X | Large Value |
| CDCRX | Copeland Dividend Growth Fund Class C | Owns companies we recommend for divestment | 2 | 2 | 1 | 5 | X | Mid-Cap Blend |
| CDDRX | Columbia Dividend Income Inst2 | Owns companies we recommend for divestment | 5 | 3 | 7 | 7 | X | Large Value |
| CDDYX | Columbia Dividend Income Inst3 | Owns companies we recommend for divestment | 5 | 3 | 7 | 7 | X | Large Value |
| CDEI | Calvert US Large-Cp Div, Eq AndIncETF | Owns companies we recommend for divestment | 5 | 10 | 9 | 15 | V | Large Blend |
| CDEYX | Columbia Large Cap Value Inst3 | Owns companies we recommend for divestment | 3 | 6 | 6 | 6 | X | Large Value |
| CDGCX | Crawford Large Cap Dividend C | Owns companies we recommend for divestment | 1 | 1 | 1 | 3 | X | Large Value |
| CDGIX | Crawford Large Cap Dividend I | Owns companies we recommend for divestment | 1 | 1 | 1 | 3 | X | Large Value |
| CDGRX | Copeland Dividend Growth Fund Class A | Owns companies we recommend for divestment | 2 | 2 | 1 | 5 | X | Mid-Cap Blend |
| CDHAX | Calvert International Responsible Idx A | Owns companies we recommend for divestment | 9 | 5 | 16 | 6 | V | Foreign Large Blend |
| CDHIX | Calvert International Responsible Idx I | Owns companies we recommend for divestment | 9 | 5 | 16 | 6 | V | Foreign Large Blend |
| CDHRX | Calvert International Responsible Idx R6 | Owns companies we recommend for divestment | 9 | 5 | 16 | 6 | V | Foreign Large Blend |
| CDIRX | Columbia Dividend Income R | Owns companies we recommend for divestment | 5 | 3 | 7 | 7 | X | Large Value |
| CDIVX | Copeland Dividend Growth Fund Class I | Owns companies we recommend for divestment | 2 | 2 | 1 | 5 | X | Mid-Cap Blend |
| CDJAX | American Funds College 2039 529-A | Owns companies we recommend for divestment | 28 | 25 | 44 | 32 | X | Moderately Aggressive Allocation |
| CDL | VictoryShares US LgCp Hi Div Vol Wtd ETF | Owns companies we recommend for divestment | 4 | 6 | 6 | 5 | X | Large Value |
| CDOAX | Columbia Dividend Opportunity S | Owns companies we recommend for divestment | 5 | 4 | 11 | 5 | X | Large Value |
| CDOFX | Crawford Small Cap Dividend | Owns companies we recommend for divestment | 1 | 1 | 2 | 1 | X | Small Blend |
| CDOYX | Columbia Dividend Opportunity Inst3 | Owns companies we recommend for divestment | 5 | 4 | 11 | 5 | X | Large Value |
| CDOZX | Columbia Dividend Opportunity Inst | Owns companies we recommend for divestment | 5 | 4 | 11 | 5 | X | Large Value |
| CDVZX | Columbia Large Cap Value Inst | Owns companies we recommend for divestment | 3 | 6 | 6 | 6 | X | Large Value |
| 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 |
| CECYX | Columbia Large Cap Enhanced Core Inst3 | Owns companies we recommend for divestment | 5 | 6 | 11 | 7 | X | Large Blend |
| CEFA | Global X S&P Cthlc Vls Dvlpd ex-US ETF | Owns companies we recommend for divestment | 8 | 2 | 17 | 4 | X | Foreign Large Blend |
| 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 |
| CEFS | Saba Closed-End Funds ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Tactical Allocation |
| 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 |
| 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 |
| 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 |
| CEMDX | Cullen Emerging Markets High Div Retail | 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 |
| CEMGX | Cullen Emerging Markets High Div C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| CEMIX | Causeway Emerging Markets Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| CEMVX | Causeway Emerging Markets Investor | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| 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 |
| CERPX | Pioneer Core Equity R | Owns companies we recommend for divestment | 0 | 2 | 6 | 6 | X | Large Blend |
| CESGX | Coho Relative Value ESG | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | V | Large Value |
| CETAX | Centerstone Investors A | Owns companies we recommend for divestment | 2 | 2 | 3 | 0 | X | Global Allocation |
| CEUAX | American Funds Europacific Growth 529A | Owns companies we recommend for divestment | 6 | 3 | 13 | 5 | X | Foreign Large Growth |
| CEUCX | American Funds Europacific Growth 529C | Owns companies we recommend for divestment | 6 | 3 | 13 | 5 | X | Foreign Large Growth |
| CEUEX | American Funds Europacific Growth 529E | Owns companies we recommend for divestment | 6 | 3 | 13 | 5 | X | Foreign Large Growth |
| CEUFX | American Funds Europacific Growth 529F1 | Owns companies we recommend for divestment | 6 | 3 | 13 | 5 | X | Foreign Large Growth |
| CEVAX | Columbia Global Value S | Owns companies we recommend for divestment | 2 | 2 | 5 | 4 | X | Global Large-Stock Value |
| CEVYX | Columbia Global Value Inst3 | Owns companies we recommend for divestment | 2 | 2 | 5 | 4 | X | Global Large-Stock Value |
| CEVZX | Columbia Global Value Inst | Owns companies we recommend for divestment | 2 | 2 | 5 | 4 | X | Global Large-Stock Value |
| CEYIX | Calvert Equity I | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 4 | V | Large Growth |
| CEYRX | Calvert Equity R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 4 | V | Large Growth |
| CFA | VictoryShares US 500 Volatility Wtd ETF | Owns companies we recommend for divestment | 18 | 19 | 26 | 26 | X | Large Blend |
| CFAGX | Commerce MidCap Growth | Owns companies we recommend for divestment | 2 | 1 | 1 | 2 | X | Mid-Cap Growth |
| CFGIX | Cromwell Foresight Glbl Sust InfrasInstl | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Infrastructure |
| CFGRX | Commerce Growth | Owns companies we recommend for divestment | 1 | 5 | 4 | 5 | X | Large Growth |
| CFIHX | American Funds Capital Income Bldr F3 | Owns companies we recommend for divestment | 7 | 7 | 9 | 9 | X | Global Allocation |
| 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 |
| CFIMX | Clipper | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 2 | X | Large Value |
| CFIOX | Cantor Fitzgerald International Eq A | Owns companies we recommend for divestment | 1 | 0 | 2 | 0 | X | Foreign Large Blend |
| CFIPX | Franklin Global Equity A | Owns companies we recommend for divestment | 5 | 8 | 12 | 8 | X | Global Large-Stock Blend |
| CFJAX | Calvert US Large Cap Value Rspnb Idx A | Owns companies we recommend for divestment | 9 | 13 | 12 | 18 | V | Large Value |
| CFJIX | Calvert US Large Cap Value Rspnb Idx I | Owns companies we recommend for divestment | 9 | 13 | 12 | 18 | V | Large Value |
| CFLGX | ClearBridge Tactical Dividend Income A | Owns companies we recommend for divestment | 3 | 2 | 5 | 6 | X | Large Value |
| CFMCX | Column Mid Cap | Owns companies we recommend for divestment | 14 | 14 | 10 | 19 | X | Mid-Cap Blend |
| CFMDX | Clarkston Founders Founders | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Mid-Cap Value |
| CFMSX | Column Mid Cap Select | Owns companies we recommend for divestment | 7 | 0 | 6 | 8 | X | Mid-Cap Blend |
| CFMVX | Commerce MidCap Value | Owns companies we recommend for divestment | 2 | 1 | 3 | 1 | X | Mid-Cap Value |
| CFNAX | American Funds Fundamental Invs 529A | Owns companies we recommend for divestment | 10 | 10 | 15 | 17 | X | Large Blend |
| CFNCX | American Funds Fundamental Invs 529C | Owns companies we recommend for divestment | 10 | 10 | 15 | 17 | X | Large Blend |
| CFNEX | American Funds Fundamental Invs 529E | Owns companies we recommend for divestment | 10 | 10 | 15 | 17 | X | Large Blend |
| CFNFX | American Funds Fundamental Invs 529F1 | Owns companies we recommend for divestment | 10 | 10 | 15 | 17 | X | Large Blend |
| CFO | VictoryShares US 500 Enh Vol Wtd ETF | Owns companies we recommend for divestment | 18 | 19 | 26 | 26 | X | Large Blend |
| CFSIX | Touchstone Sands Capital Select Growth Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 2 | X | Large Growth |
| CFSLX | Column Small Cap | Owns companies we recommend for divestment | 4 | 8 | 4 | 9 | X | Small Blend |
| CFSMX | Clarkston Partners Founders | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Mid-Cap Value |
| CFSSX | Column Small Cap Select | Owns companies we recommend for divestment | 3 | 4 | 2 | 6 | X | Small Blend |
| CFVLX | Commerce Value | Owns companies we recommend for divestment | 4 | 4 | 5 | 3 | X | Large Value |
| 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 |
| CGACX | Calvert Global Energy Solutions C | Owns companies we recommend for divestment | 0 | 1 | 9 | 3 | V | Global Small/Mid Stock |
| CGAEX | Calvert Global Energy Solutions A | Owns companies we recommend for divestment | 0 | 1 | 9 | 3 | V | Global Small/Mid Stock |
| CGARX | Calvert Growth Allocation R6 | Owns companies we recommend for divestment | 20 | 23 | 36 | 32 | V | Aggressive Allocation |
| CGBL | Capital Group Core Balanced ETF | Owns companies we recommend for divestment | 5 | 3 | 9 | 8 | X | Moderate Allocation |
| CGCIX | Calamos Global Opportunities I | Owns companies we recommend for divestment | 2 | 4 | 7 | 4 | X | Global Allocation |
| CGCV | Capital Group Conservative Equity ETF | Owns companies we recommend for divestment | 5 | 2 | 7 | 8 | X | Large Value |
| CGCYX | Columbia Greater China Inst3 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
| CGDG | Capital Group Dividend Growers ETF | Owns companies we recommend for divestment | 4 | 1 | 5 | 5 | X | Global Large-Stock Blend |
| CGDV | Capital Group Dividend Value ETF | Owns companies we recommend for divestment | 4 | 3 | 7 | 6 | X | Large Value |
| CGEOX | Calamos Global Equity R6 | Owns companies we recommend for divestment | 2 | 4 | 7 | 4 | X | Global Large-Stock Growth |
| CGEZX | Columbia Select Global Equity Inst | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 5 | X | Global Large-Stock Growth |
| CGFAX | American Funds Growth Fund of Amer 529A | Owns companies we recommend for divestment | 10 | 12 | 16 | 15 | X | Large Growth |
| CGFCX | American Funds Growth Fund of Amer 529C | Owns companies we recommend for divestment | 10 | 12 | 16 | 15 | X | Large Growth |
| CGFEX | American Funds Growth Fund of Amer 529E | Owns companies we recommend for divestment | 10 | 12 | 16 | 15 | X | Large Growth |
| CGFFX | American Funds Growth Fund of Amer 529F | Owns companies we recommend for divestment | 10 | 12 | 16 | 15 | X | Large Growth |
| CGFYX | Columbia Large Cap Growth Inst3 | Owns companies we recommend for divestment | 1 | 3 | 5 | 5 | X | Large Growth |
| CGGE | Capital Group Global Equity ETF | Owns companies we recommend for divestment | 7 | 5 | 9 | 10 | X | Global Large-Stock Blend |
| CGGEX | American Funds Global Growth Port 529E | Owns companies we recommend for divestment | 22 | 22 | 39 | 26 | X | Global Large-Stock Growth |
| CGGFX | American Funds Global Growth Port 529F1 | Owns companies we recommend for divestment | 22 | 22 | 39 | 26 | X | Global Large-Stock Growth |
| CGGGX | American Funds Global Growth Port ABLE-A | Owns companies we recommend for divestment | 22 | 22 | 39 | 26 | X | Global Large-Stock Growth |
| CGGO | Capital Group Global Growth Equity ETF | Owns companies we recommend for divestment | 2 | 3 | 5 | 7 | X | Global Large-Stock Growth |
| CGGR | Capital Group Growth ETF | Owns companies we recommend for divestment | 6 | 6 | 10 | 10 | X | Large Growth |
| CGHGX | American Funds Global Growth ABLE-F-2 | Owns companies we recommend for divestment | 22 | 22 | 39 | 26 | X | Global Large-Stock Growth |
| CGIAX | American Funds Intl Gr and Inc529A | Owns companies we recommend for divestment | 6 | 3 | 9 | 6 | X | Foreign Large Blend |
| CGIC | Capital Group International Cor Eq ETF | Owns companies we recommend for divestment | 4 | 2 | 7 | 5 | X | Foreign Large Blend |
| CGIE | Capital Group International Equity ETF | Owns companies we recommend for divestment | 3 | 1 | 5 | 3 | X | Foreign Large Growth |
| CGIEX | American Funds Intl Gr and Inc 529E | Owns companies we recommend for divestment | 6 | 3 | 9 | 6 | X | Foreign Large Blend |
| CGIFX | American Funds Intl Gr and Inc 529F1 | Owns companies we recommend for divestment | 6 | 3 | 9 | 6 | X | Foreign Large Blend |
| CGIIX | Calamos Growth & Income I | Owns companies we recommend for divestment | 3 | 7 | 9 | 6 | X | Moderately Aggressive Allocation |
| CGIOX | Calamos Growth and Income R6 | Owns companies we recommend for divestment | 3 | 7 | 9 | 6 | X | Moderately Aggressive Allocation |
| CGJAX | Calvert US Large Cap Growth Rspnb Idx A | Owns companies we recommend for divestment | 7 | 8 | 12 | 14 | V | Large Growth |
| CGJIX | Calvert US Large Cap Growth Rspnb Idx I | Owns companies we recommend for divestment | 7 | 8 | 12 | 14 | V | Large Growth |
| CGLAX | Calvert Global Equity Fund Class A | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 3 | V | Global Large-Stock Growth |
| CGLGX | American Funds Growth and Inc ABLE-F-2 | Owns companies we recommend for divestment | 25 | 24 | 37 | 31 | X | Moderately Aggressive Allocation |
| CGLIX | Calvert Global Equity Fund Class I | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 3 | V | Global Large-Stock Growth |
| CGNAX | American Funds Growth and Inc Port 529A | Owns companies we recommend for divestment | 25 | 24 | 37 | 31 | X | Moderately Aggressive Allocation |
| CGNCX | American Funds Growth and Inc Port 529C | Owns companies we recommend for divestment | 25 | 24 | 37 | 31 | X | Moderately Aggressive Allocation |
| CGNEX | American Funds Growth and Inc Port 529E | Owns companies we recommend for divestment | 25 | 24 | 37 | 31 | X | Moderately Aggressive Allocation |
| CGNFX | American Funds Growth and Inc Port 529F1 | Owns companies we recommend for divestment | 25 | 24 | 37 | 31 | X | Moderately Aggressive Allocation |
| CGNG | Capital Group New Geography Equity ETF | Owns companies we recommend for divestment | 7 | 4 | 10 | 7 | X | Diversified Emerging Mkts |
| CGNGX | American Funds Growth and Inc PortABLE-A | Owns companies we recommend for divestment | 25 | 24 | 37 | 31 | X | Moderately Aggressive Allocation |
| CGOAX | Columbia Small Cap Growth A | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Small Growth |
| CGOCX | Columbia Small Cap Growth C | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Small Growth |
| CGPAX | American Funds Growth Portfolio 529A | Owns companies we recommend for divestment | 18 | 21 | 29 | 28 | X | Aggressive Allocation |
| CGPCX | American Funds Growth Portfolio 529C | Owns companies we recommend for divestment | 18 | 21 | 29 | 28 | X | Aggressive Allocation |
| CGPEX | American Funds Growth Portfolio 529E | Owns companies we recommend for divestment | 18 | 21 | 29 | 28 | X | Aggressive Allocation |
| CGPFX | American Funds Growth Portfolio 529F1 | Owns companies we recommend for divestment | 18 | 21 | 29 | 28 | X | Aggressive Allocation |
| CGQGX | American Funds Growth Portfolio ABLE-A | Owns companies we recommend for divestment | 18 | 21 | 29 | 28 | X | Aggressive Allocation |
| CGQYX | Columbia Disciplined Growth Inst3 | Owns companies we recommend for divestment | 2 | 3 | 6 | 5 | X | Large Growth |
| CGRCX | Invesco Comstock Select C | Owns companies we recommend for divestment | 2 | 2 | 4 | 3 | X | Large Value |
| CGREX | Invesco Global Real Estate C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| CGRGX | American Funds Growth Portfolio ABLE-F-2 | Owns companies we recommend for divestment | 18 | 21 | 29 | 28 | X | Aggressive Allocation |
| CGRIX | Calamos Growth I | Owns companies we recommend for divestment | 2 | 6 | 5 | 7 | X | Large Growth |
| CGRNX | Invesco Comstock Select R | Owns companies we recommend for divestment | 2 | 2 | 4 | 3 | X | Large Value |
| CGRO | CoreValues Alpha Greater China Gr ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
| CGRWX | Invesco Comstock Select A | Owns companies we recommend for divestment | 2 | 2 | 4 | 3 | X | Large Value |
| CGRYX | Invesco Comstock Select Y | Owns companies we recommend for divestment | 2 | 2 | 4 | 3 | X | Large Value |
| CGTDX | Columbia Global Technology Growth S | Owns companies we recommend for divestment | 1 | 3 | 8 | 7 | X | Technology |
| CGTRX | Columbia Select Large Cap Growth Inst2 | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 3 | X | Large Growth |
| CGTUX | Columbia Global Technology Growth Inst3 | Owns companies we recommend for divestment | 1 | 3 | 8 | 7 | X | Technology |
| CGTYX | Columbia Seligman Global Tech Inst3 | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 7 | 5 | X | Technology |
| CGUS | Capital Group Core Equity ETF | Owns companies we recommend for divestment | 5 | 4 | 10 | 10 | X | Large Blend |
| CGV | Conductor Global Equity Value ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Foreign Small/Mid Value |
| CGVBX | American Funds Global Insight 529-C | Owns companies we recommend for divestment | 8 | 6 | 12 | 12 | X | Global Large-Stock Blend |
| CGVEX | American Funds Global Insight 529-E | Owns companies we recommend for divestment | 8 | 6 | 12 | 12 | X | Global Large-Stock Blend |
| CGVFX | American Funds Global Insight 529-F-1 | Owns companies we recommend for divestment | 8 | 6 | 12 | 12 | X | Global Large-Stock Blend |
| CGVGX | American Funds Global Insight 529-F-2 | Owns companies we recommend for divestment | 8 | 6 | 12 | 12 | X | Global Large-Stock Blend |
| CGVHX | American Funds Global Insight 529-F-3 | Owns companies we recommend for divestment | 8 | 6 | 12 | 12 | X | Global Large-Stock Blend |
| CGVIX | Causeway Global Value Inst | Owns companies we recommend for divestment | 3 | 1 | 4 | 2 | X | Global Large-Stock Value |
| CGVVX | Causeway Global Value Inv | Owns companies we recommend for divestment | 3 | 1 | 4 | 2 | X | Global Large-Stock Value |
| CGVYX | American Funds Global Insight 529-A | Owns companies we recommend for divestment | 8 | 6 | 12 | 12 | X | Global Large-Stock Blend |
| 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 |
| CGWRX | Columbia Large Cap Growth R | Owns companies we recommend for divestment | 1 | 3 | 5 | 5 | X | Large Growth |
| CGXU | Capital Group International Focus Eq ETF | Owns companies we recommend for divestment | 2 | 0 | 3 | 1 | X | Foreign Large Growth |
| CHAIX | Chase Growth Institutional | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 3 | X | Large Growth |
| CHASX | Chase Growth N | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 3 | X | Large Growth |
| CHAT | Roundhill Generative AI & Technology ETF | Owns companies we recommend for divestment | 2 | 3 | 5 | 5 | X | Technology |
| CHCCX | AB Discovery Growth C | Owns companies we recommend for divestment | 2 | 2 | 0 | 2 | X | Mid-Cap Growth |
| CHCGX | Chesapeake Growth | Owns companies we recommend for divestment | 1 | 2 | 5 | 3 | X | Large Growth |
| CHCIX | AB Discovery Growth I | Owns companies we recommend for divestment | 2 | 2 | 0 | 2 | X | Mid-Cap Growth |
| CHCLX | AB Discovery Growth A | Owns companies we recommend for divestment | 2 | 2 | 0 | 2 | X | Mid-Cap Growth |
| CHCYX | AB Discovery Growth Advisor | Owns companies we recommend for divestment | 2 | 2 | 0 | 2 | X | Mid-Cap Growth |
| CHCZX | AB Discovery Growth Z | Owns companies we recommend for divestment | 2 | 2 | 0 | 2 | X | Mid-Cap Growth |
| CHDEX | Cullen High Dividend Equity Retail | 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 |
| CHFTX | Invesco Charter R6 | Owns companies we recommend for divestment | 4 | 5 | 7 | 7 | X | Large Blend |
| CHGX | AXS Change Finance ESG ETF | Owns companies we recommend for divestment | 0 | 0 | 4 | 6 | V | Large Blend |
| CHILX | BlackRock China A Opportunities Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | China Region |
| CHIQ | Global X MSCI China Consumer Disc ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
| CHKLX | BlackRock China A Opportunities K | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | China Region |
| CHPS | Xtrackers Semiconductor Select Eq ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | V | Technology |
| CHRRX | Invesco Charter R | Owns companies we recommend for divestment | 4 | 5 | 7 | 7 | X | Large Blend |
| CHRSX | Invesco Charter S | Owns companies we recommend for divestment | 4 | 5 | 7 | 7 | X | Large Blend |
| CHTCX | Invesco Charter C | Owns companies we recommend for divestment | 4 | 5 | 7 | 7 | X | Large Blend |
| CHTRX | Invesco Charter A | Owns companies we recommend for divestment | 4 | 5 | 7 | 7 | X | Large Blend |
| CHTTX | AMG River Road Mid Cap Value N | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 0 | X | Mid-Cap Value |
| CHTVX | Invesco Charter R5 | Owns companies we recommend for divestment | 4 | 5 | 7 | 7 | X | Large Blend |
| CHTYX | Invesco Charter Y | Owns companies we recommend for divestment | 4 | 5 | 7 | 7 | X | Large Blend |
| CHUCX | Alger Global Equity C | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 5 | X | Global Large-Stock Growth |
| CHUSX | Alger Global Equity A | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 5 | X | Global Large-Stock Growth |
| CHVCX | Cullen High Dividend Equity C | Owns companies we recommend for divestment | 3 | 2 | 6 | 4 | X | Large Value |
| CIAGX | AB Concentrated International Growth A | Owns companies we recommend for divestment | 1 | 1 | 1 | 1 | X | Foreign Large Growth |
| CIAOX | Capital Advisors Growth Investor | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 5 | X | Large Blend |
| CIBCX | American Funds Capital Income Bldr C | Owns companies we recommend for divestment | 7 | 7 | 9 | 9 | X | Global Allocation |
| CIBFX | American Funds Capital Income Bldr F1 | Owns companies we recommend for divestment | 7 | 7 | 9 | 9 | X | Global Allocation |
| CIBR | First Trust NASDAQ Cybersecurity ETF | Owns companies we recommend for divestment | 3 | 0 | 1 | 4 | X | Technology |
| CICAX | American Funds Invmt Co of Amer 529A | Owns companies we recommend for divestment | 9 | 7 | 16 | 14 | X | Large Blend |
| CICCX | American Funds Invmt Co of Amer 529C | Owns companies we recommend for divestment | 9 | 7 | 16 | 14 | X | Large Blend |
| CICEX | American Funds Invmt Co of Amer 529E | Owns companies we recommend for divestment | 9 | 7 | 16 | 14 | X | Large Blend |
| CICFX | American Funds Invmt Co of Amer 529F | Owns companies we recommend for divestment | 9 | 7 | 16 | 14 | X | Large Blend |
| CICGX | AB Concentrated International Growth C | Owns companies we recommend for divestment | 1 | 1 | 1 | 1 | X | Foreign Large Growth |
| CIDVX | Calamos Dividend Growth I | Owns companies we recommend for divestment | 3 | 8 | 10 | 6 | X | Large Blend |
| CIEQX | Segall Bryant & Hamll Intl Eq Inst | Owns companies we recommend for divestment | 3 | 3 | 16 | 3 | X | Foreign Large Value |
| CIESX | Calvert International Equity R6 | Owns companies we recommend for divestment | 1 | 1 | 1 | 1 | V | Foreign Large Growth |
| CIGCX | Calamos International Growth C | Owns companies we recommend for divestment | 1 | 0 | 2 | 1 | X | Foreign Large Growth |
| CIGEX | Calamos Global Equity I | Owns companies we recommend for divestment | 2 | 4 | 7 | 4 | X | Global Large-Stock Growth |
| CIGIX | Calamos International Growth I | Owns companies we recommend for divestment | 1 | 0 | 2 | 1 | X | Foreign Large Growth |
| CIGOX | Calamos International Growth R6 | Owns companies we recommend for divestment | 1 | 0 | 2 | 1 | X | Foreign Large Growth |
| CIGRX | Calamos International Growth A | Owns companies we recommend for divestment | 1 | 0 | 2 | 1 | X | Foreign Large Growth |
| CIGYX | AB Concentrated International Growth Adv | Owns companies we recommend for divestment | 1 | 1 | 1 | 1 | X | Foreign Large Growth |
| CIHCX | Cullen International High Dividend C | 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 |
| CIHEX | Calamos Hedged Equity I | Owns companies we recommend for divestment | 10 | 12 | 21 | 17 | X | Equity Hedged |
| CIHIX | Cullen International High Dividend I | Owns companies we recommend for divestment | 1 | 0 | 4 | 0 | X | Foreign Large Value |
| CIICX | American Funds Intl Gr and Inc 529C | Owns companies we recommend for divestment | 6 | 3 | 9 | 6 | X | Foreign Large Blend |
| CIISX | Causeway International Small Cap Instl | Owns companies we recommend for divestment | 1 | 1 | 2 | 0 | X | Foreign Small/Mid Value |
| CIL | VictoryShares International Vol Wtd ETF | Owns companies we recommend for divestment | 11 | 6 | 18 | 8 | X | Foreign Large Blend |
| CILGX | Clarkston Institutional | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Mid-Cap Value |
| CIMAX | American Funds Income Fund of Amer 529A | Owns companies we recommend for divestment | 10 | 8 | 11 | 9 | X | Moderately Aggressive Allocation |
| CIMCX | American Funds Income Fund of Amer 529C | Owns companies we recommend for divestment | 10 | 8 | 11 | 9 | X | Moderately Aggressive Allocation |
| CIMDX | Clarkston Founders Institutional | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Mid-Cap Value |
| CIMEX | American Funds Income Fund of Amer 529E | Owns companies we recommend for divestment | 10 | 8 | 11 | 9 | X | Moderately Aggressive Allocation |
| CIMFX | American Funds Income Fund of Amer 529F1 | Owns companies we recommend for divestment | 10 | 8 | 11 | 9 | X | Moderately Aggressive Allocation |
| CINTX | Centerstone International I | Owns companies we recommend for divestment | 1 | 1 | 1 | 0 | X | Foreign Large Value |
| CIOAX | Calvert International Opportunities A | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Foreign Small/Mid Growth |
| CIOIX | Causeway International Opps Inst | Owns companies we recommend for divestment | 2 | 1 | 3 | 1 | X | Foreign Large Value |
| CIOVX | Causeway International Opps Inv | Owns companies we recommend for divestment | 2 | 1 | 3 | 1 | X | Foreign Large Value |
| CIPIX | Champlain Mid Cap Institutional | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Mid-Cap Growth |
| CIPMX | Champlain Mid Cap Adv | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Mid-Cap Growth |
| CIPNX | Champlain Small Company Institutional | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| CIPSX | Champlain Small Company Adv | 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 |
| CIQRX | Segall Bryant & Hamll Intl Eq Retl | Owns companies we recommend for divestment | 3 | 3 | 16 | 3 | X | Foreign Large Value |
| CIRAX | American Funds Capital Income Bldr 529A | Owns companies we recommend for divestment | 7 | 7 | 9 | 9 | X | Global Allocation |
| CIRCX | American Funds Capital Income Bldr 529C | Owns companies we recommend for divestment | 7 | 7 | 9 | 9 | X | Global Allocation |
| CIREX | American Funds Capital Income Bldr 529E | Owns companies we recommend for divestment | 7 | 7 | 9 | 9 | X | Global Allocation |
| CIRFX | American Funds Capital Income Bldr 529F | Owns companies we recommend for divestment | 7 | 7 | 9 | 9 | X | Global Allocation |
| CIRRX | Cohen & Steers Real Estate Securities R | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| CISAX | Copeland International Small Cap A | Owns companies we recommend for divestment | 1 | 1 | 0 | 0 | X | Foreign Small/Mid Growth |
| CISGX | Touchstone Sands Capital Select Gr Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 2 | X | Large Growth |
| CISIX | Calvert US Large Cap Core Rspnb Idx I | Owns companies we recommend for divestment | 11 | 18 | 18 | 25 | V | Large Blend |
| CISMX | Clarkston Partners Institutional | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Mid-Cap Value |
| CISOX | Calamos International Small Cap Gr R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
| CIUEX | Six Circles International Uncon Eq | Owns companies we recommend for divestment | 7 | 5 | 19 | 9 | X | Europe Stock |
| 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 |
| CIVIX | Causeway International Value Instl | Owns companies we recommend for divestment | 2 | 1 | 2 | 1 | X | Foreign Large Value |
| CIVKX | American Funds International Vntg 529F-1 | Owns companies we recommend for divestment | 3 | 1 | 7 | 3 | X | Foreign Large Growth |
| CIVVX | Causeway International Value Inv | Owns companies we recommend for divestment | 2 | 1 | 2 | 1 | X | Foreign Large Value |
| CLAIX | Calvert Moderate Allocation I | Owns companies we recommend for divestment | 20 | 23 | 36 | 32 | V | Moderate Allocation |
| CLARX | NYLI CBRE Real Estate Class A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| CLBAX | American Funds American Balanced 529A | Owns companies we recommend for divestment | 11 | 8 | 17 | 17 | X | Moderate Allocation |
| CLBCX | American Funds American Balanced 529C | Owns companies we recommend for divestment | 11 | 8 | 17 | 17 | X | Moderate Allocation |
| CLBEX | American Funds American Balanced 529E | Owns companies we recommend for divestment | 11 | 8 | 17 | 17 | X | Moderate Allocation |
| CLBFX | American Funds American Balanced 529F | Owns companies we recommend for divestment | 11 | 8 | 17 | 17 | X | Moderate Allocation |
| CLCRX | Columbia Select Large Cap Equity Inst2 | Owns companies we recommend for divestment | 2 | 4 | 7 | 6 | X | Large Blend |
| CLEYX | Columbia Select Large Cap Equity Inst3 | Owns companies we recommend for divestment | 2 | 4 | 7 | 6 | X | Large Blend |
| CLFFX | Clifford Capital Partners Investor | Owns companies we recommend for divestment | 1 | 2 | 2 | 1 | X | Mid-Cap Value |
| CLGEX | Columbia Large Cap Growth E | Owns companies we recommend for divestment | 1 | 3 | 5 | 5 | X | Large Growth |
| CLGPX | Columbia Large Cap Growth Opp R | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 6 | X | Large Growth |
| CLGRX | Calvert US Large Cap Growth Rspnb Idx R6 | Owns companies we recommend for divestment | 7 | 8 | 12 | 14 | V | Large Growth |
| CLIFX | Clifford Capital Partners Institutional | 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 |
| CLNR | NYLI Cleaner Transport ETF | Owns companies we recommend for divestment | 1 | 0 | 7 | 2 | V | Industrials |
| CLOD | Themes Cloud Computing ETF | Owns companies we recommend for divestment | 1 | 2 | 2 | 6 | X | Technology |
| CLOU | Global X Cloud Computing ETF | Owns companies we recommend for divestment | 0 | 2 | 3 | 5 | X | Technology |
| CLPYX | Columbia Large Cap Index Inst3 | Owns companies we recommend for divestment | 18 | 20 | 28 | 26 | X | Large Blend |
| CLQZX | Columbia Disciplined Growth Inst | Owns companies we recommend for divestment | 2 | 3 | 6 | 5 | X | Large Growth |
| CLRYX | Columbia Large Cap Growth Opp Inst3 | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 6 | X | Large Growth |
| CLSDX | Columbia Select Mid Cap Gro S | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Mid-Cap Growth |
| CLSE | Convergence Long/Short Equity ETF | Owns companies we recommend for divestment | 5 | 8 | 10 | 11 | X | Long-Short Equity |
| CLSPX | Columbia Select Mid Cap Gro Fd I | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Mid-Cap Growth |
| CLSUX | ClearBridge Sustainability Leaders A | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 6 | V | Large Blend |
| 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 |
| 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 |
| CLVRX | Calvert US Large Cap Value Rspnb Idx R6 | Owns companies we recommend for divestment | 9 | 13 | 12 | 18 | V | Large Value |
| CLWFX | Columbia Large Cap Growth Inst2 | Owns companies we recommend for divestment | 1 | 3 | 5 | 5 | X | Large Growth |
| CLXRX | Columbia Large Cap Index Inst2 | Owns companies we recommend for divestment | 18 | 20 | 28 | 26 | X | Large Blend |
| CMAAX | Calvert Moderate Allocation A | Owns companies we recommend for divestment | 20 | 23 | 36 | 32 | V | Moderate Allocation |
| CMACX | Calvert Moderate Allocation C | Owns companies we recommend for divestment | 20 | 23 | 36 | 32 | V | Moderate Allocation |
| CMALX | Crawford Multi-Asset Income | Owns companies we recommend for divestment | 1 | 0 | 3 | 1 | X | Moderate Allocation |
| CMCCX | Columbia Select Mid Cap Gro Fd C | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Mid-Cap Growth |
| CMCIX | Calvert Small/Mid-Cap I | Owns companies we recommend for divestment | 1 | 1 | 1 | 1 | V | Small Growth |
| CMCMX | Conestoga Discovery Investors | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| CMCRX | Calvert US Mid Cap Core Rspnb Idx R6 | Owns companies we recommend for divestment | 8 | 9 | 6 | 13 | V | Mid-Cap Blend |
| CMDYX | Columbia Mid Cap Index Inst3 | Owns companies we recommend for divestment | 4 | 8 | 6 | 10 | X | Mid-Cap Blend |
| 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 |
| CMEUX | Six Circles Mgd Eq Port US Uncons | Owns companies we recommend for divestment | 22 | 22 | 31 | 30 | X | Large Blend |
| CMGIX | BlackRock Mid-Cap Growth Equity Instl | 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 |
| CMGVX | Columbia Select Mid Cap Gro Fd I2 | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Mid-Cap Growth |
| CMGYX | Columbia Select Mid Cap Gro Fd I3 | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Mid-Cap Growth |
| CMIDX | Congress Mid Cap Growth Retail | Owns companies we recommend for divestment | 2 | 0 | 0 | 2 | X | Mid-Cap Growth |
| CMIEX | Multi-Manager Intl Eq Strats Instl | Owns companies we recommend for divestment | 12 | 2 | 22 | 4 | X | Foreign Large Blend |
| CMIRX | Conestoga Discovery Institutional | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| CMIUX | Six Circles Mgd Eq Port Intl Uncons | Owns companies we recommend for divestment | 8 | 7 | 21 | 10 | X | Europe Stock |
| CMJAX | Calvert US Mid Cap Core Rspnb Idx A | Owns companies we recommend for divestment | 8 | 9 | 6 | 13 | V | Mid-Cap Blend |
| CMJIX | Calvert US Mid Cap Core Rspnb Idx I | Owns companies we recommend for divestment | 8 | 9 | 6 | 13 | V | Mid-Cap Blend |
| CMLAX | American Funds American Mutual 529A | Owns companies we recommend for divestment | 9 | 5 | 11 | 14 | X | Large Value |
| CMLCX | American Funds American Mutual 529C | Owns companies we recommend for divestment | 9 | 5 | 11 | 14 | X | Large Value |
| CMLEX | American Funds American Mutual 529E | Owns companies we recommend for divestment | 9 | 5 | 11 | 14 | X | Large Value |
| CMLFX | American Funds American Mutual 529F | Owns companies we recommend for divestment | 9 | 5 | 11 | 14 | X | Large Value |
| CMLIX | Congress Large Cap Growth Institutional | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 5 | 6 | X | Large Growth |
| CMNWX | Principal Capital Appreciation A | Owns companies we recommend for divestment | 3 | 4 | 8 | 7 | X | Large 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 |
| CMSCX | Columbia Small Cap Growth Inst | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Small Growth |
| CMSHX | Columbia Small Cap Growth S | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Small Growth |
| CMTFX | Columbia Global Technology Growth Inst | Owns companies we recommend for divestment | 1 | 3 | 8 | 7 | X | Technology |
| 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 |
| CMVIX | BlackRock Advantage Large Cap Gr Instl | Owns companies we recommend for divestment | 5 | 7 | 11 | 12 | X | Large Growth |
| CMVRX | Columbia Select Mid Cap Value R | 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 |
| CNAV | Mohr Company Nav ETF | Owns companies we recommend for divestment | 1 | 2 | 2 | 3 | X | Large Blend |
| CNCR | Range Cancer Therapeutics ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Health |
| CNEAX | Alger Concentrated Equity A | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 3 | X | Large Growth |
| CNECX | Alger Concentrated Equity C | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 3 | X | Large Growth |
| CNEIX | Alger Concentrated Equity I | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 3 | X | Large Growth |
| CNEQ | Alger Concentrated Equity ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 3 | X | Large Growth |
| CNEYX | Alger Concentrated Equity Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 3 | X | Large Growth |
| CNEZX | Alger Concentrated Equity Z | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 3 | X | Large Growth |
| CNGAX | American Funds New Economy 529A | Owns companies we recommend for divestment | 6 | 8 | 12 | 13 | X | Global Large-Stock Growth |
| CNGCX | American Funds New Economy 529C | Owns companies we recommend for divestment | 6 | 8 | 12 | 13 | X | Global Large-Stock Growth |
| CNGEX | American Funds New Economy 529E | Owns companies we recommend for divestment | 6 | 8 | 12 | 13 | X | Global Large-Stock Growth |
| CNGFX | American Funds New Economy 529F | Owns companies we recommend for divestment | 6 | 8 | 12 | 13 | X | Global Large-Stock Growth |
| CNGLX | Commonwealth Global | Owns companies we recommend for divestment | 4 | 3 | 6 | 4 | X | Global Large-Stock Blend |
| CNJFX | Commonwealth Japan | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Japan Stock |
| CNPAX | American Funds New Perspective 529A | Owns companies we recommend for divestment | 10 | 9 | 18 | 16 | X | Global Large-Stock Growth |
| CNPCX | American Funds New Perspective 529C | Owns companies we recommend for divestment | 10 | 9 | 18 | 16 | X | Global Large-Stock Growth |
| CNPEX | American Funds New Perspective 529E | Owns companies we recommend for divestment | 10 | 9 | 18 | 16 | X | Global Large-Stock Growth |
| CNPFX | American Funds New Perspective 529F | Owns companies we recommend for divestment | 10 | 9 | 18 | 16 | X | Global Large-Stock Growth |
| CNREX | Commonwealth Real Estate Securities | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Real Estate |
| 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 |
| CNRUX | City National Rochdale US Cor Eq Instl | Owns companies we recommend for divestment | 1 | 6 | 5 | 6 | X | Large Blend |
| CNRVX | City National Rochdale US Cor Eq Svc | Owns companies we recommend for divestment | 1 | 6 | 5 | 6 | X | Large Blend |
| CNRWX | City National Rochdale US Cor Eq N | Owns companies we recommend for divestment | 1 | 6 | 5 | 6 | X | Large Blend |
| CNWAX | American Funds New World 529A | Owns companies we recommend for divestment | 11 | 6 | 18 | 10 | X | Diversified Emerging Mkts |
| CNWCX | American Funds New World 529C | Owns companies we recommend for divestment | 11 | 6 | 18 | 10 | X | Diversified Emerging Mkts |
| CNWDX | Calamos Evolving World Growth C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| CNWEX | American Funds New World 529E | Owns companies we recommend for divestment | 11 | 6 | 18 | 10 | X | Diversified Emerging Mkts |
| CNWFX | American Funds New World 529F | Owns companies we recommend for divestment | 11 | 6 | 18 | 10 | X | Diversified Emerging Mkts |
| CNWGX | Calamos Evolving World Growth A | 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 |
| CNXT | VanEck ChiNext ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China 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 |
| CNZLX | Commonwealth Australia/New Zealand | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Miscellaneous Region |
| COAGX | Gator Capital L/S Fd | Owns companies we recommend for divestment | 1 | 0 | 3 | 1 | X | Long-Short Equity |
| COAL | Range Global Coal ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Energy |
| COAVX | Columbia Overseas Value A | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Foreign Large 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 |
| COCVX | Columbia Overseas Value C | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Foreign Large Value |
| COFRX | Columbia Contrarian Core Inst2 | Owns companies we recommend for divestment | 5 | 5 | 10 | 9 | X | Large Blend |
| COFYX | Columbia Contrarian Core Inst3 | Owns companies we recommend for divestment | 5 | 5 | 10 | 9 | X | Large Blend |
| COHOX | Coho Relative Value Equity | Owns companies we recommend for divestment | 1 | 0 | 1 | 1 | X | Large Value |
| 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 |
| COMAX | DWS Communications A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 4 | 3 | X | Communications |
| COMSX | DWS Communications S | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 4 | 3 | X | Communications |
| COMZX | DWS Communications Inst | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 4 | 3 | X | Communications |
| CONWX | Concorde Wealth Management | Owns companies we recommend for divestment | 1 | 2 | 3 | 3 | X | Moderate Allocation |
| COPA | Themes Copper Miners ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Natural Resources |
| COPJ | Sprott Junior Copper Miners ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Natural Resources |
| COPLX | Copley Fund | Owns companies we recommend for divestment | 2 | 3 | 5 | 3 | X | Large Value |
| COPP | Sprott Copper Miners ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Natural Resources |
| COPX | Global X Copper Miners ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Natural Resources |
| COSAX | Columbia Overseas Core A | Owns companies we recommend for divestment | 1 | 1 | 1 | 0 | X | Foreign Large Blend |
| COSBX | Columbia Overseas Value S | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Foreign Large Value |
| COSNX | Columbia Overseas Core Institutional | Owns companies we recommend for divestment | 1 | 1 | 1 | 0 | X | Foreign Large Blend |
| COSOX | Columbia Overseas Core Institutional 3 | Owns companies we recommend for divestment | 1 | 1 | 1 | 0 | X | Foreign Large Blend |
| COSRX | Columbia Overseas Core R | Owns companies we recommend for divestment | 1 | 1 | 1 | 0 | X | Foreign Large Blend |
| COSSX | Columbia Overseas Value Inst2 | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Foreign Large Value |
| COSTX | Columbia Overseas Core Institutional 2 | Owns companies we recommend for divestment | 1 | 1 | 1 | 0 | X | Foreign Large Blend |
| COSYX | Columbia Overseas Value Inst3 | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Foreign Large Value |
| COSZX | Columbia Overseas Value Inst | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Foreign Large Value |
| 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 |
| COVUX | Columbia Overseas Value R | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Foreign Large Value |
| COWG | Pacer US Large Cp CA Cows Gr Ldrs ETF | Owns companies we recommend for divestment | 1 | 2 | 4 | 3 | X | Mid-Cap Growth |
| COWS | Amplify Cash Flow Dividend Leaders ETF | Owns companies we recommend for divestment | 3 | 0 | 3 | 3 | X | Mid-Cap Value |
| COWZ | Pacer US Cash Cows 100 ETF | Owns companies we recommend for divestment | 2 | 1 | 5 | 1 | X | Mid-Cap Value |
| CPAI | Counterpoint Quantitative Equity ETF | Owns companies we recommend for divestment | 3 | 4 | 4 | 5 | X | Mid-Cap Blend |
| CPARX | Columbia Capital Allocation Agrsv R | Owns companies we recommend for divestment | 32 | 26 | 52 | 35 | X | Moderately Aggressive Allocation |
| CPAYX | Integrity Dividend Summit C | Owns companies we recommend for divestment | 2 | 4 | 1 | 4 | X | Large Value |
| CPAZX | Columbia Capital Allocation Agrsv Inst | Owns companies we recommend for divestment | 32 | 26 | 52 | 35 | X | Moderately Aggressive Allocation |
| CPDIX | Columbia Capital Allocation Agrsv Inst3 | Owns companies we recommend for divestment | 32 | 26 | 52 | 35 | X | Moderately Aggressive Allocation |
| CPEAX | Catalyst Dynamic Alpha A | Owns companies we recommend for divestment | 3 | 5 | 4 | 5 | X | Large Blend |
| CPECX | Catalyst Dynamic Alpha C | Owns companies we recommend for divestment | 3 | 5 | 4 | 5 | X | Large Blend |
| CPEIX | Catalyst Dynamic Alpha I | Owns companies we recommend for divestment | 3 | 5 | 4 | 5 | X | Large Blend |
| CPGAX | American Funds Global Growth Port 529A | Owns companies we recommend for divestment | 22 | 22 | 39 | 26 | X | Global Large-Stock Growth |
| CPGCX | American Funds Global Growth Port 529C | Owns companies we recommend for divestment | 22 | 22 | 39 | 26 | X | Global Large-Stock Growth |
| CPOAX | Morgan Stanley Insight A | 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 |
| CPODX | Morgan Stanley Insight I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Large Growth |
| CPTUX | Invesco Discovery Large Cap R5 | Owns companies we recommend for divestment | 2 | 5 | 4 | 6 | X | Large Growth |
| CPVCX | abrdn International Small Cp C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
| CPXRX | Columbia Mid Cap Index Inst2 | Owns companies we recommend for divestment | 4 | 8 | 6 | 10 | X | Mid-Cap Blend |
| CQQQ | Invesco China Technology ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
| CRAK | VanEck Oil Refiners ETF | Owns companies we recommend for divestment | 1 | 0 | 2 | 0 | X | Equity Energy |
| CRARX | NYLI CBRE Real Estate Class I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| CRBN | iShares MSCI ACWI Low Carbon Target ETF | Owns companies we recommend for divestment | 10 | 17 | 20 | 21 | V | Global Large-Stock Blend |
| CRBRX | Columbia Acorn Inst2 | Owns companies we recommend for divestment | 2 | 1 | 0 | 2 | X | Mid-Cap Growth |
| CRBYX | Columbia Acorn Inst3 | Owns companies we recommend for divestment | 2 | 1 | 0 | 2 | X | Mid-Cap Growth |
| CRCRX | NYLI CBRE Real Estate Class C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| CREAX | Columbia Real Estate Equity A | 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 |
| CREEX | Columbia Real Estate Equity Inst | 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 |
| CREHX | Columbia Real Estate Equity S | 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 |
| CRFAX | Calvert Focused Value A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 2 | V | Large Value |
| CRFCX | Calvert Focused Value C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 2 | V | Large Value |
| CRFIX | Calvert Focused Value I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 2 | V | Large Value |
| CRFRX | Calvert Focused Value R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 2 | V | Large Value |
| CRIAX | CRM Small/Mid Cap Value Inst | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Mid-Cap Blend |
| CRIEX | CRM All Cap Value Inst | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Mid-Cap Blend |
| CRIHX | CRM Long/Short Opportunities Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Long-Short Equity |
| CRIMX | CRM Mid Cap Value Instl | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Mid-Cap Blend |
| CRIRX | Columbia Acorn International Sel Inst2 | Owns companies we recommend for divestment | 1 | 0 | 1 | 1 | X | Foreign Large Growth |
| CRISX | CRM Small Cap Value Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Blend |
| CRIT | Optica Rare Earths & Critical Matrls ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Precious Metals |
| CRLSX | Catholic Rspnsbl Invstmnts Intl Eq Ins | Owns companies we recommend for divestment | 1 | 1 | 3 | 1 | X | Foreign Large Blend |
| CRLVX | Catholic Rspnsbl Invstmnts Intl Eq Inv | Owns companies we recommend for divestment | 1 | 1 | 3 | 1 | X | Foreign Large Blend |
| CRMAX | CRM Small/Mid Cap Value Inv | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Mid-Cap Blend |
| CRMEX | CRM All Cap Value Inv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Mid-Cap Blend |
| CRMMX | CRM Mid Cap Value Inv | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Mid-Cap Blend |
| CRMSX | CRM Small Cap Value Inv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Blend |
| CRNSX | Catholic Rspnsbl Invst Intl Sm-Cp Ins | Owns companies we recommend for divestment | 3 | 3 | 4 | 1 | X | Foreign Small/Mid Blend |
| CRPT | First Trust SkyBdg Cry Idt & Dgt Eco ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 2 | X | Digital Assets |
| CRQSX | Catholic Rspnsbl Invst Equity Idx Ins | Owns companies we recommend for divestment | 10 | 20 | 21 | 18 | X | Large Blend |
| 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 |
| CRRVX | Columbia Real Estate Equity Inst2 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| 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 |
| CRSSX | Catholic Rspnsbl Invstmnts Small-Cap Ins | Owns companies we recommend for divestment | 3 | 4 | 5 | 5 | X | Small Blend |
| CRTC | Xtrackers US National Crtcl Techs ETF | Owns companies we recommend for divestment | 17 | 7 | 22 | 21 | X | Technology |
| CRTSX | Catholic Rsp Invst Mlt-Styl US Eq Ins | Owns companies we recommend for divestment | 7 | 12 | 16 | 15 | X | Large Blend |
| CRTVX | Catholic Rsp Invst Mlt-Styl US Eq Inv | Owns companies we recommend for divestment | 7 | 12 | 16 | 15 | X | Large Blend |
| 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 |
| CRVRX | NYLI CBRE Real Estate Fund Investor Cl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| CSA | VictoryShares US Small Cap Vol Wtd ETF | Owns companies we recommend for divestment | 1 | 4 | 4 | 5 | X | Small Blend |
| 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 |
| CSBIX | Cromwell Sustainable Balanced Inst | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 5 | 5 | V | Moderate Allocation |
| CSCAX | Cove Street Capital Small Cap Val Instl | Owns companies we recommend for divestment | 1 | 0 | 1 | 1 | X | Small Blend |
| CSCCX | Calvert Small-Cap C | Owns companies we recommend for divestment | 1 | 1 | 1 | 1 | V | Small Blend |
| CSCIX | Cohen & Steers Real Estate Securities C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| CSCJX | CornerCap Small-Cap Value Institutional | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 1 | 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 |
| CSCRX | Columbia Small Cap Growth Inst2 | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Small Growth |
| CSCVX | CornerCap Small-Cap Value Advisor | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 1 | 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 |
| CSD | Invesco S&P Spin-Off ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Mid-Cap Blend |
| CSDGX | Copeland SMID Cap Dividend Growth A | Owns companies we recommend for divestment | 1 | 0 | 1 | 2 | X | Small Blend |
| CSDIX | Cohen & Steers Real Estate Securities I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| CSECX | Calvert Equity C | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 4 | V | Large Growth |
| CSEIX | Cohen & Steers Real Estate Securities A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| CSEYX | Columbia Select Global Equity Inst3 | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 5 | X | Global Large-Stock Growth |
| CSF | VictoryShares US Discv Enh Vol Wtd ETF | Owns companies we recommend for divestment | 1 | 4 | 4 | 5 | X | Small Blend |
| 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 |
| CSFZX | Cohen & Steers Global Realty Z | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| CSGAX | Columbia Seligman Global Technology S | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 7 | 5 | X | Technology |
| CSGCX | Calvert Balanced C | Owns companies we recommend for divestment | 1 | 3 | 3 | 7 | V | Moderate Allocation |
| CSGEX | BlackRock Advantage Small Cap Gr Inv A | Owns companies we recommend for divestment | 1 | 3 | 3 | 5 | X | Small Growth |
| CSGIX | Calamos International Small Cap Gr I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
| CSGTX | Transamerica Small Cap Growth C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| CSGYX | Columbia Small Cap Growth Inst3 | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Small Growth |
| CSGZX | Columbia Seligman Global Tech Inst | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 7 | 5 | X | Technology |
| 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 |
| CSHNX | NYLI Cushing® MLP Premier Investor Class | 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 |
| CSIAX | Centerstone International A | Owns companies we recommend for divestment | 1 | 1 | 1 | 0 | X | Foreign Large Value |
| CSIEX | Calvert Equity A | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 4 | V | Large Growth |
| CSIFX | Calvert Balanced A | Owns companies we recommend for divestment | 1 | 3 | 3 | 7 | V | Moderate Allocation |
| CSIIX | Copeland International Small Cap I | Owns companies we recommend for divestment | 1 | 1 | 0 | 0 | X | Foreign Small/Mid Growth |
| CSINX | Centerstone International C | Owns companies we recommend for divestment | 1 | 1 | 1 | 0 | X | Foreign Large Value |
| CSIRX | Columbia Acorn International Sel Inst3 | Owns companies we recommend for divestment | 1 | 0 | 1 | 1 | X | Foreign Large Growth |
| 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 |
| 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 |
| CSM | ProShares Large Cap Core Plus | Owns companies we recommend for divestment | 13 | 16 | 21 | 21 | X | Large Blend |
| CSMAX | Calvert Global Small-Cap Equity A | Owns companies we recommend for divestment | 1 | 1 | 1 | 1 | V | Global Small/Mid Stock |
| 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 |
| CSMD | Congress SMid Growth ETF | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Mid-Cap Growth |
| CSMDX | Copeland SMID Cap Dividend Growth I | Owns companies we recommend for divestment | 1 | 0 | 1 | 2 | X | Small Blend |
| CSMEX | Carillon Scout Mid Cap A | Owns companies we recommend for divestment | 4 | 2 | 2 | 5 | X | Mid-Cap Blend |
| CSMFX | Carillon Scout Mid Cap C | Owns companies we recommend for divestment | 4 | 2 | 2 | 5 | X | Mid-Cap Blend |
| 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 |
| CSMMX | Invesco Summit C | Owns companies we recommend for divestment | 2 | 5 | 6 | 6 | X | Large Growth |
| CSMUX | Carillon Scout Mid Cap R-6 | Owns companies we recommend for divestment | 4 | 2 | 2 | 5 | X | Mid-Cap Blend |
| 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 |
| CSPAX | American Funds SMALLCAP World 529A | Owns companies we recommend for divestment | 2 | 3 | 4 | 2 | X | Global Small/Mid Stock |
| CSPCX | American Funds SMALLCAP World 529C | Owns companies we recommend for divestment | 2 | 3 | 4 | 2 | X | Global Small/Mid Stock |
| CSPEX | American Funds SMALLCAP World 529E | Owns companies we recommend for divestment | 2 | 3 | 4 | 2 | X | Global Small/Mid Stock |
| CSPFX | American Funds SMALLCAP World 529F | Owns companies we recommend for divestment | 2 | 3 | 4 | 2 | X | 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 |
| CSPYX | Columbia Small Cap Index Inst3 | Owns companies we recommend for divestment | 4 | 5 | 6 | 6 | X | Small Blend |
| CSQCX | Calvert Global Small-Cap Equity C | Owns companies we recommend for divestment | 1 | 1 | 1 | 1 | V | Global Small/Mid Stock |
| CSRIX | Cohen & Steers Instl Realty Shares | 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 |
| CSRYX | Columbia Select Large Cap Value Inst3 | Owns companies we recommend for divestment | 4 | 0 | 6 | 2 | X | Large Value |
| CSSAX | Carillon Scout Small Cap A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| 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 |
| CSSJX | Carillon Scout Small Cap C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| CSSPX | Cohen & Steers Global Realty I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| CSSVX | Carillon Scout Small Cap R-6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| CSVGX | Columbia Select Large Cap Value S | Owns companies we recommend for divestment | 4 | 0 | 6 | 2 | X | Large Value |
| CSVIX | Calvert Small-Cap I | Owns companies we recommend for divestment | 1 | 1 | 1 | 1 | V | Small Blend |
| 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 |
| 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 |
| CSVZX | Columbia Select Large Cap Value Inst | Owns companies we recommend for divestment | 4 | 0 | 6 | 2 | X | Large Value |
| CSXAX | Calvert US Large Cap Core Rspnb Idx A | Owns companies we recommend for divestment | 11 | 18 | 18 | 25 | V | Large Blend |
| CSXCX | Calvert US Large Cap Core Rspnb Idx C | Owns companies we recommend for divestment | 11 | 18 | 18 | 25 | V | Large Blend |
| CSXRX | Calvert US Large Cap Core Rspnb Idx R6 | Owns companies we recommend for divestment | 11 | 18 | 18 | 25 | V | Large Blend |
| CSZIX | Cohen & Steers Real Estate Securities Z | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| CTAEX | American Funds College 2039 529-E | Owns companies we recommend for divestment | 28 | 25 | 44 | 32 | X | Moderately Aggressive Allocation |
| CTAFX | American Funds College 2036 529-F-1 | Owns companies we recommend for divestment | 27 | 26 | 42 | 33 | X | Moderately Aggressive Allocation |
| CTAGX | Calamos Timpani SMID Growth A | Owns companies we recommend for divestment | 2 | 3 | 0 | 2 | X | Small Growth |
| CTAHX | American Funds College 2036 529-F-2 | Owns companies we recommend for divestment | 27 | 26 | 42 | 33 | X | Moderately Aggressive Allocation |
| CTAKX | American Funds College 2036 529-F-3 | Owns companies we recommend for divestment | 27 | 26 | 42 | 33 | X | Moderately Aggressive Allocation |
| CTASX | Calamos Timpani Small Cap Growth A | Owns companies we recommend for divestment | 2 | 3 | 0 | 2 | X | Small Growth |
| CTCAX | Columbia Global Technology Growth A | Owns companies we recommend for divestment | 1 | 3 | 8 | 7 | X | Technology |
| CTCSX | Calamos Timpani Small Cap Growth C | Owns companies we recommend for divestment | 2 | 3 | 0 | 2 | X | Small Growth |
| CTDCX | American Funds College 2036 529-C | Owns companies we recommend for divestment | 27 | 26 | 42 | 33 | X | Moderately Aggressive Allocation |
| CTDFX | American Funds College 2039 529-F-1 | Owns companies we recommend for divestment | 28 | 25 | 44 | 32 | X | Moderately Aggressive Allocation |
| 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 |
| 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 |
| CTHCX | Columbia Global Technology Growth C | Owns companies we recommend for divestment | 1 | 3 | 8 | 7 | X | Technology |
| CTHRX | Columbia Global Technology Growth Inst2 | Owns companies we recommend for divestment | 1 | 3 | 8 | 7 | X | Technology |
| CTIGX | Calamos Timpani SMID Growth I | Owns companies we recommend for divestment | 2 | 3 | 0 | 2 | X | Small Growth |
| CTJCX | American Funds College 2039 529-C | Owns companies we recommend for divestment | 28 | 25 | 44 | 32 | X | Moderately Aggressive Allocation |
| CTKEX | American Funds College 2036 529-E | Owns companies we recommend for divestment | 27 | 26 | 42 | 33 | X | Moderately Aggressive Allocation |
| CTOGX | Calamos Timpani SMID Growth R6 | Owns companies we recommend for divestment | 2 | 3 | 0 | 2 | X | Small Growth |
| CTSIX | Calamos Timpani Small Cap Growth I | Owns companies we recommend for divestment | 2 | 3 | 0 | 2 | X | Small Growth |
| CTSOX | Calamos Timpani Small Cap Growth R6 | Owns companies we recommend for divestment | 2 | 3 | 0 | 2 | X | Small Growth |
| CUHAX | Victory US 500 Enh Vol Wtd Idx A | Owns companies we recommend for divestment | 18 | 19 | 26 | 26 | X | Large Blend |
| CUHCX | Victory US 500 Enh Vol Wtd Idx C | Owns companies we recommend for divestment | 18 | 19 | 26 | 26 | X | Large Blend |
| CUHIX | Victory US 500 Enh Vol Wtd Idx I | Owns companies we recommend for divestment | 18 | 19 | 26 | 26 | X | Large Blend |
| CURE | Direxion Daily Healthcare Bull 3X ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 1 | X | Trading--Leveraged Equity |
| CUSCX | Cullen Small Cap Value C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | X | Small Value |
| CUSEX | Capital Group US Equity | Owns companies we recommend for divestment | 6 | 5 | 8 | 10 | X | Large Blend |
| CUSIX | Cullen Small Cap Value I | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | X | Small Value |
| CUSRX | Cullen Small Cap Value Retail | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | X | Small Value |
| CUSUX | Six Circles U.S. Unconstrained Equity | Owns companies we recommend for divestment | 20 | 20 | 29 | 29 | X | Large Blend |
| CUT | Invesco MSCI Global Timber ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Natural Resources |
| 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 |
| CVAAX | Calamos Select Fund A | Owns companies we recommend for divestment | 1 | 3 | 4 | 5 | X | Large Blend |
| CVACX | Calamos Select Fund C | Owns companies we recommend for divestment | 1 | 3 | 4 | 5 | X | Large Blend |
| CVAIX | Calamos Select Fund I | Owns companies we recommend for divestment | 1 | 3 | 4 | 5 | X | Large Blend |
| CVAR | Cultivar ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 2 | 0 | X | Mid-Cap Value |
| CVCFX | Pioneer Disciplined Value C | Owns companies we recommend for divestment | 0 | 1 | 3 | 2 | X | Large Value |
| CVERX | Columbia Select Mid Cap Value Instl 2 | Owns companies we recommend for divestment | 3 | 3 | 1 | 4 | X | Mid-Cap Value |
| CVFCX | Pioneer Disciplined Value A | Owns companies we recommend for divestment | 0 | 1 | 3 | 2 | X | Large Value |
| CVFYX | Pioneer Disciplined Value Y | Owns companies we recommend for divestment | 0 | 1 | 3 | 2 | X | Large Value |
| CVGCX | Calamos Growth C | Owns companies we recommend for divestment | 2 | 6 | 5 | 7 | X | Large Growth |
| CVGRX | Calamos Growth A | Owns companies we recommend for divestment | 2 | 6 | 5 | 7 | X | Large Growth |
| CVIE | Calvert International Responsible ETF | Owns companies we recommend for divestment | 8 | 5 | 14 | 8 | V | Foreign Large Blend |
| CVISX | Causeway International Small Cap Inv | Owns companies we recommend for divestment | 1 | 1 | 2 | 0 | X | Foreign Small/Mid Value |
| CVKFX | Pioneer Disciplined Value K | Owns companies we recommend for divestment | 0 | 1 | 3 | 2 | X | Large Value |
| CVLC | Calvert US Large-Cp Cor Rspnb ETF | Owns companies we recommend for divestment | 11 | 18 | 18 | 25 | V | Large Blend |
| CVLCX | Calamos Global Opportunities C | Owns companies we recommend for divestment | 2 | 4 | 7 | 4 | X | Global Allocation |
| CVLEX | Cullen Value Retail | 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 |
| CVLOX | Calamos Global Opportunities A | Owns companies we recommend for divestment | 2 | 4 | 7 | 4 | X | Global Allocation |
| CVLVX | Cullen Value I | Owns companies we recommend for divestment | 4 | 1 | 6 | 2 | X | Large Value |
| CVMAX | Calvert Emerging Markets Equity A | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Diversified Emerging Mkts |
| CVMC | Calvert US Mid-Cp Cor Rspnb ETF | Owns companies we recommend for divestment | 8 | 9 | 6 | 13 | V | Mid-Cap Blend |
| 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 |
| CVQZX | Columbia Disciplined Value Inst | Owns companies we recommend for divestment | 4 | 3 | 8 | 3 | X | Large Value |
| CVRD | Madison Covered Call ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 4 | X | Derivative Income |
| CVRDX | Connors Hedged Equity Institutional | Owns companies we recommend for divestment | 1 | 4 | 4 | 5 | X | Equity Hedged |
| CVRFX | Pioneer Disciplined Value R | Owns companies we recommend for divestment | 0 | 1 | 3 | 2 | X | Large Value |
| CVSE | Calvert US Select Equity ETF | Owns companies we recommend for divestment | 4 | 6 | 7 | 8 | V | Large Blend |
| CVTCX | Calamos Growth & Income C | Owns companies we recommend for divestment | 3 | 7 | 9 | 6 | X | Moderately Aggressive Allocation |
| CVTRX | Calamos Growth & Income A | Owns companies we recommend for divestment | 3 | 7 | 9 | 6 | X | Moderately Aggressive Allocation |
| CVY | Invesco Zacks Multi-Asset Income ETF | Owns companies we recommend for divestment | 1 | 3 | 0 | 2 | X | Aggressive Allocation |
| CWGCX | American Funds Capital World Gr&Inc C | Owns companies we recommend for divestment | 13 | 11 | 21 | 19 | X | Global Large-Stock Blend |
| CWGFX | American Funds Capital World Gr&Inc F1 | Owns companies we recommend for divestment | 13 | 11 | 21 | 19 | X | Global Large-Stock Blend |
| CWGIX | American Funds Capital World Gr&Inc A | Owns companies we recommend for divestment | 13 | 11 | 21 | 19 | X | Global Large-Stock Blend |
| CWI | SPDR® MSCI ACWI ex-US ETF | Owns companies we recommend for divestment | 13 | 6 | 25 | 10 | X | Foreign Large Blend |
| CWIAX | American Funds Capital World Gr&Inc 529A | Owns companies we recommend for divestment | 13 | 11 | 21 | 19 | X | Global Large-Stock Blend |
| CWICX | American Funds Capital World Gr&Inc 529C | Owns companies we recommend for divestment | 13 | 11 | 21 | 19 | X | Global Large-Stock Blend |
| CWIEX | American Funds Capital World Gr&Inc 529E | Owns companies we recommend for divestment | 13 | 11 | 21 | 19 | X | Global Large-Stock Blend |
| CWIFX | American Funds Capital World Gr&Inc 529F | Owns companies we recommend for divestment | 13 | 11 | 21 | 19 | X | Global Large-Stock Blend |
| CWMAX | American Funds Washington Mutual 529A | Owns companies we recommend for divestment | 12 | 11 | 18 | 18 | X | Large Blend |
| CWMCX | American Funds Washington Mutual 529C | Owns companies we recommend for divestment | 12 | 11 | 18 | 18 | X | Large Blend |
| CWMEX | American Funds Washington Mutual 529E | Owns companies we recommend for divestment | 12 | 11 | 18 | 18 | X | Large Blend |
| CWMFX | American Funds Washington Mutual 529F1 | Owns companies we recommend for divestment | 12 | 11 | 18 | 18 | X | Large Blend |
| CWS | AdvisorShares Focused Equity ETF | Owns companies we recommend for divestment | 1 | 0 | 0 | 2 | X | Mid-Cap Blend |
| CWSAX | Carillon Chartwell Small Cap Growth A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 3 | 2 | X | Small Growth |
| CWSBX | Carillon Chartwell Small Cap Growth C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 3 | 2 | X | Small Growth |
| CWSCX | Carillon Chartwell Small Cap Value A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Small Value |
| CWSGX | Carillon Chartwell Small Cap Growth I | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 3 | 2 | X | Small Growth |
| CWSHX | Carillon Chartwell Small Cap Value C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Small Value |
| CWSIX | Carillon Chartwell Small Cap Value I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Small Value |
| CWSRX | Carillon Chartwell Small Cap Growth R-6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 3 | 2 | X | Small Growth |
| CWSWX | Carillon Chartwell Small Cap Value R-6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Small Value |
| CWVCX | Calvert International Equity C | Owns companies we recommend for divestment | 1 | 1 | 1 | 1 | V | Foreign Large Growth |
| CWVGX | Calvert International Equity A | Owns companies we recommend for divestment | 1 | 1 | 1 | 1 | V | Foreign Large Growth |
| CWVIX | Calvert International Equity I | Owns companies we recommend for divestment | 1 | 1 | 1 | 1 | V | Foreign Large Growth |
| CXSE | WisdomTree China ex-State-Owd Entpr ETF | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | China Region |
| CXXRX | Columbia Small Cap Index Inst2 | Owns companies we recommend for divestment | 4 | 5 | 6 | 6 | X | Small Blend |
| CYPIX | ProFunds Consumer Disctnry Ultra Sec Inv | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 6 | 3 | X | Trading--Leveraged Equity |
| CYPSX | ProFunds Consumer Disctnry Ultra Sec Svc | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 6 | 3 | X | Trading--Leveraged Equity |
| CZA | Invesco Zacks Mid-Cap ETF | Owns companies we recommend for divestment | 3 | 0 | 1 | 4 | X | Mid-Cap Blend |
| CZAR | Themes Natural Monopoly ETF | Owns companies we recommend for divestment | 2 | 1 | 8 | 2 | X | Global Large-Stock Blend |
| CZMGX | Multi-Manager Growth Strategies Inst | Owns companies we recommend for divestment | 4 | 8 | 12 | 11 | X | Large Growth |
| CZMSX | Multi-Manager Small Cap Eq Strat Inst | Owns companies we recommend for divestment | 2 | 5 | 4 | 6 | X | Small Blend |
| CZMVX | Multi-Manager Value Strategies Inst | Owns companies we recommend for divestment | 17 | 17 | 20 | 25 | X | Large Value |
| CZOVX | Zacks All-Cap Core Institutional | Owns companies we recommend for divestment | 4 | 5 | 10 | 9 | X | Large Blend |
| DAABX | DFA US Sustainability Targeted Val Instl | Owns companies we recommend for divestment | 3 | 6 | 10 | 9 | V | Small Value |
| DAACX | SEI Diversified Equity | Owns companies we recommend for divestment | 36 | 33 | 60 | 48 | X | Large Blend |
| DAADX | DFA Emerging Mkts ex China Cr Eq Instl | Owns companies we recommend for divestment | 2 | 0 | 11 | 0 | X | Diversified Emerging Mkts |
| DADGX | Dunham Small Cap Growth A | Owns companies we recommend for divestment | 1 | 2 | 0 | 2 | X | Small Growth |
| DAEIX | Dean Equity Income | Owns companies we recommend for divestment | 2 | 0 | 3 | 1 | X | Large Value |
| DAEMX | Dunham Emerging Markets Stock A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| 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 |
| DAGVX | BNY Mellon Dynamic Value Fund A | Owns companies we recommend for divestment | 1 | 4 | 4 | 6 | X | Large Value |
| DAINX | Dunham International Stock A | Owns companies we recommend for divestment | 6 | 1 | 10 | 3 | X | Foreign Large Value |
| DALCX | Dean Mid Cap Value | Owns companies we recommend for divestment | 2 | 1 | 1 | 2 | X | Mid-Cap Value |
| DALI | First Trust Dorsey Wright DALI 1 ETF | Owns companies we recommend for divestment | 16 | 21 | 26 | 29 | X | Tactical Allocation |
| DALVX | Dunham Large Cap Value A | Owns companies we recommend for divestment | 4 | 6 | 10 | 7 | X | Large Value |
| DAMDX | Dunham Monthly Distribution A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Event Driven |
| DAPP | VanEck Digital Trfmt ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Digital Assets |
| DAREX | Dunham Real Estate Stock A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| DARP | Grizzle Growth ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 3 | X | Large Growth |
| DASCX | Dean Small Cap Value | Owns companies we recommend for divestment | 1 | 3 | 1 | 1 | X | Small Value |
| DASVX | Dunham Small Cap Value A | Owns companies we recommend for divestment | 2 | 1 | 1 | 2 | X | Small Value |
| DAT | ProShares Big Data Refiners ETF | Owns companies we recommend for divestment | 3 | 2 | 1 | 2 | X | Technology |
| DAVPX | Davenport Core Leaders Fund | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 3 | 4 | X | Large Blend |
| DAX | Global X DAX Germany ETF | Owns companies we recommend for divestment | 2 | 0 | 3 | 1 | X | Miscellaneous Region |
| DBALX | Davenport Balanced Income | Owns companies we recommend for divestment | 2 | 5 | 2 | 1 | X | Moderate Allocation |
| DBMAX | BNY Mellon Sm/Md Cp Gr A | Owns companies we recommend for divestment | 1 | 1 | 0 | 2 | X | Mid-Cap Growth |
| DBMCX | BNY Mellon Sm/Md Cp Gr C | Owns companies we recommend for divestment | 1 | 1 | 0 | 2 | X | Mid-Cap Growth |
| DBMYX | BNY Mellon Sm/Md Cp Gr Y | Owns companies we recommend for divestment | 1 | 1 | 0 | 2 | X | Mid-Cap Growth |
| DBMZX | BNY Mellon Sm/Md Cp Gr Z | Owns companies we recommend for divestment | 1 | 1 | 0 | 2 | X | Mid-Cap Growth |
| DBOAX | BNY Mellon Balanced Opportunity A | Owns companies we recommend for divestment | 3 | 6 | 10 | 9 | X | Moderate Allocation |
| DBOCX | BNY Mellon Balanced Opportunity C | Owns companies we recommend for divestment | 3 | 6 | 10 | 9 | X | Moderate Allocation |
| DBORX | BNY Mellon Balanced Opportunity I | Owns companies we recommend for divestment | 3 | 6 | 10 | 9 | X | Moderate Allocation |
| DBOYX | BNY Mellon Balanced Opportunity Y | Owns companies we recommend for divestment | 3 | 6 | 10 | 9 | X | Moderate Allocation |
| DBOZX | BNY Mellon Balanced Opportunity Z | Owns companies we recommend for divestment | 3 | 6 | 10 | 9 | X | Moderate Allocation |
| DBUYX | Davenport Insider Buying | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Large Blend |
| DCCAX | Macquarie Small Cap Core A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 0 | X | Small Blend |
| DCCCX | Macquarie Small Cap Core C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 0 | X | Small Blend |
| DCCIX | Macquarie Small Cap Core I | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 0 | X | Small Blend |
| DCCRX | Macquarie Small Cap Core R | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 0 | X | Small Blend |
| DCDGX | Dunham Small Cap Growth C | Owns companies we recommend for divestment | 1 | 2 | 0 | 2 | X | Small Growth |
| DCEMX | Dunham Emerging Markets Stock C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| 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 |
| 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 |
| DCGVX | BNY Mellon Dynamic Value Fund C | Owns companies we recommend for divestment | 1 | 4 | 4 | 6 | X | Large Value |
| DCINX | Dunham International Stock C | Owns companies we recommend for divestment | 6 | 1 | 10 | 3 | X | Foreign Large Value |
| DCLVX | Dunham Large Cap Value C | Owns companies we recommend for divestment | 4 | 6 | 10 | 7 | X | Large Value |
| DCMDX | Dunham Monthly Distribution C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Event Driven |
| DCOR | Dimensional US Core Equity 1 ETF | Owns companies we recommend for divestment | 28 | 33 | 40 | 45 | X | Large Blend |
| DCREX | Dunham Real Estate Stock C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| DCSCX | Davis Balanced Fund C | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 3 | X | Moderately Aggressive Allocation |
| DCSVX | Dunham Small Cap Value C | Owns companies we recommend for divestment | 2 | 1 | 1 | 2 | X | Small Value |
| DCSYX | Davis Balanced Fund Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 3 | X | Moderately Aggressive Allocation |
| DCUAX | DWS CROCI US A | Owns companies we recommend for divestment | 3 | 2 | 9 | 6 | X | Large Value |
| DCUCX | DWS CROCI US C | Owns companies we recommend for divestment | 3 | 2 | 9 | 6 | X | Large Value |
| DCUIX | DWS CROCI US Inst | Owns companies we recommend for divestment | 3 | 2 | 9 | 6 | X | Large Value |
| DCUSX | DWS CROCI US S | Owns companies we recommend for divestment | 3 | 2 | 9 | 6 | X | Large Value |
| DCXAX | Catalyst/Millburn Dynamic Cmdty Stgy A | Owns companies we recommend for divestment | 1 | 2 | 4 | 1 | X | Commodities Broad Basket |
| DCXCX | Catalyst/Millburn Dynamic Cmdty Stgy C | Owns companies we recommend for divestment | 1 | 2 | 4 | 1 | X | Commodities Broad Basket |
| DCXIX | Catalyst/Millburn Dynamic Cmdty Stgy I | Owns companies we recommend for divestment | 1 | 2 | 4 | 1 | X | Commodities Broad Basket |
| DCZRX | Macquarie Small Cap Core R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 0 | X | Small Blend |
| 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 |
| DDDRX | Macquarie Wealth Builder R | Owns companies we recommend for divestment | 8 | 7 | 10 | 11 | X | Moderate Allocation |
| DDERX | Macquarie Wealth Builder R6 | Owns companies we recommend for divestment | 8 | 7 | 10 | 11 | X | Moderate Allocation |
| DDFIX | Invesco Diversified Dividend R5 | Owns companies we recommend for divestment | 5 | 4 | 5 | 6 | X | Large Value |
| DDFRX | Invesco Diversified Dividend R | Owns companies we recommend for divestment | 5 | 4 | 5 | 6 | X | Large Value |
| DDIAX | Macquarie Wealth Builder A | Owns companies we recommend for divestment | 8 | 7 | 10 | 11 | X | Moderate Allocation |
| DDICX | Macquarie Wealth Builder C | Owns companies we recommend for divestment | 8 | 7 | 10 | 11 | X | Moderate Allocation |
| DDIIX | Macquarie Wealth Builder Institutional | Owns companies we recommend for divestment | 8 | 7 | 10 | 11 | X | Moderate Allocation |
| DDIV | First Trust Dorsey Wright Momt & Div ETF | Owns companies we recommend for divestment | 2 | 1 | 2 | 2 | X | Mid-Cap Value |
| DDLS | WisdomTree Dyn Ccy Hdgd Intl SmCp Eq ETF | Owns companies we recommend for divestment | 12 | 3 | 20 | 0 | X | Foreign Small/Mid Value |
| DDM | ProShares Ultra Dow30 | Owns companies we recommend for divestment | 3 | 5 | 6 | 4 | X | Trading--Leveraged Equity |
| DDVAX | Macquarie Value® A | Owns companies we recommend for divestment | 4 | 1 | 5 | 3 | X | Large Value |
| DDVCX | Macquarie Value® C | Owns companies we recommend for divestment | 4 | 1 | 5 | 3 | X | Large Value |
| DDVIX | Macquarie Value® Inst | Owns companies we recommend for divestment | 4 | 1 | 5 | 3 | X | Large Value |
| DDVRX | Macquarie Value® R | Owns companies we recommend for divestment | 4 | 1 | 5 | 3 | X | Large Value |
| DDWM | WisdomTree Dynamic Ccy Hdgd Intl Eq ETF | Owns companies we recommend for divestment | 21 | 5 | 41 | 9 | X | Foreign Large Value |
| DDZRX | Macquarie Value® R6 | Owns companies we recommend for divestment | 4 | 1 | 5 | 3 | X | Large Value |
| DEEF | Xtrackers FTSE Develop ex US Mulfact ETF | Owns companies we recommend for divestment | 17 | 7 | 38 | 11 | X | Foreign Large Value |
| DEEP | Acquirers Deep Value ETF | Owns companies we recommend for divestment | 2 | 2 | 3 | 1 | 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 |
| DEIGX | MassMutual Disciplined Gr Svc | Owns companies we recommend for divestment | 1 | 4 | 6 | 6 | X | Large Growth |
| 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 |
| 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 |
| DEMGX | DFA Emerging Markets Trgt Val Instl | Owns companies we recommend for divestment | 3 | 0 | 11 | 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 |
| DEMSX | DFA Emerging Markets Small Cap I | Owns companies we recommend for divestment | 1 | 0 | 4 | 0 | X | Diversified Emerging Mkts |
| DEMZ | Democratic Large Cap Core ETF | Owns companies we recommend for divestment | 0 | 2 | 4 | 5 | X | Large Blend |
| DEMZX | Macquarie Emerging Markets R6 | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| DENVX | MassMutual Disciplined Value Svc | Owns companies we recommend for divestment | 6 | 8 | 12 | 8 | X | Large 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 |
| 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 |
| DEQYX | BNY Mellon Global Equity Income - Y | Owns companies we recommend for divestment | 1 | 2 | 3 | 2 | X | Global Large-Stock Value |
| DES | WisdomTree US SmallCap Dividend ETF | Owns companies we recommend for divestment | 4 | 5 | 5 | 4 | X | Small Value |
| DESAX | DWS ESG Core Equity A | Owns companies we recommend for divestment | 3 | 2 | 7 | 4 | V | Large Blend |
| DESCX | DWS ESG Core Equity C | Owns companies we recommend for divestment | 3 | 2 | 7 | 4 | V | Large Blend |
| DESGX | DWS ESG Core Equity Institutional | Owns companies we recommend for divestment | 3 | 2 | 7 | 4 | V | Large Blend |
| DESIX | DFA Em Mkts Sustnby Cor 1 Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 13 | 0 | V | Diversified Emerging Mkts |
| DESK | VanEck Office and Commercial REIT ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| DESRX | DWS ESG Core Equity R | Owns companies we recommend for divestment | 3 | 2 | 7 | 4 | V | Large Blend |
| DESSX | DWS ESG Core Equity S | Owns companies we recommend for divestment | 3 | 2 | 7 | 4 | V | Large Blend |
| DESUX | DWS ESG Core Equity R6 | Owns companies we recommend for divestment | 3 | 2 | 7 | 4 | V | Large Blend |
| DEUS | Xtrackers Russell US Multifactor ETF | Owns companies we recommend for divestment | 20 | 27 | 31 | 36 | X | Mid-Cap Blend |
| 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 |
| DEVLX | Macquarie Small Cap Value A | Owns companies we recommend for divestment | 1 | 1 | 1 | 3 | X | Small Value |
| DEW | WisdomTree Global High Dividend ETF | Owns companies we recommend for divestment | 9 | 10 | 14 | 9 | X | Global Large-Stock Value |
| DEXC | Dimensional Em Mkts ex China Cr Eq ETF | Owns companies we recommend for divestment | 1 | 0 | 11 | 0 | X | Diversified Emerging Mkts |
| DEYCX | BNY Mellon Large Cap Equity C | Owns companies we recommend for divestment | 1 | 6 | 5 | 7 | X | Large Blend |
| DFAC | Dimensional US Core Equity 2 ETF | Owns companies we recommend for divestment | 27 | 33 | 41 | 45 | X | Large Blend |
| DFAE | Dimensional Emerging Core Equity Mkt ETF | Owns companies we recommend for divestment | 3 | 0 | 15 | 0 | X | Diversified Emerging Mkts |
| DFAI | Dimensional International Cr Eq Mkt ETF | Owns companies we recommend for divestment | 35 | 11 | 67 | 12 | X | Foreign Large Blend |
| DFALX | DFA Large Cap International I | Owns companies we recommend for divestment | 27 | 8 | 55 | 14 | X | Foreign Large Blend |
| DFAR | Dimensional US Real Estate ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| DFAS | Dimensional US Small Cap ETF | Owns companies we recommend for divestment | 9 | 15 | 13 | 17 | X | Small Blend |
| DFAT | Dimensional US Targeted Value ETF | Owns companies we recommend for divestment | 7 | 10 | 11 | 13 | X | Small Value |
| DFAU | Dimensional US Core Equity Market ETF | Owns companies we recommend for divestment | 28 | 35 | 40 | 45 | X | Large Blend |
| DFAX | Dimensional World ex US Core Eq 2 ETF | Owns companies we recommend for divestment | 43 | 11 | 92 | 14 | X | Foreign Large Blend |
| DFCEX | DFA Emerging Markets Core Equity I | Owns companies we recommend for divestment | 3 | 0 | 16 | 0 | X | Diversified Emerging Mkts |
| DFCSX | DFA Continental Small Company I | Owns companies we recommend for divestment | 12 | 0 | 28 | 0 | X | Europe Stock |
| DFDMX | DF Dent Midcap Growth Investor | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Mid-Cap Growth |
| DFDPX | DF Dent Premier Growth Investor | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 4 | X | Large Growth |
| DFDSX | DF Dent Small Cap Growth Investor | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| DFE | WisdomTree Europe SmallCap Dividend ETF | Owns companies we recommend for divestment | 1 | 1 | 3 | 0 | X | Europe Stock |
| DFEM | Dimensional Emerging Markets Cr Eq 2 ETF | Owns companies we recommend for divestment | 3 | 0 | 15 | 0 | X | Diversified Emerging Mkts |
| DFEMX | DFA Emerging Markets I | Owns companies we recommend for divestment | 3 | 0 | 13 | 0 | X | Diversified Emerging Mkts |
| DFEN | Direxion Dly Aerospace&Def Bl 3X ShsETF | Owns companies we recommend for divestment | 11 | 3 | 10 | 9 | X | Trading--Leveraged Equity |
| DFEOX | DFA US Core Equity 1 I | Owns companies we recommend for divestment | 28 | 31 | 42 | 44 | X | Large Blend |
| DFESX | DFA Emerging Markets Social Core Port | Owns companies we recommend for divestment | 2 | 0 | 15 | 0 | X | Diversified Emerging Mkts |
| DFETX | DFA Emerging Markets II | Owns companies we recommend for divestment | 3 | 0 | 13 | 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 |
| DFEVX | DFA Emerging Markets Value I | Owns companies we recommend for divestment | 3 | 0 | 14 | 0 | X | Diversified Emerging Mkts |
| DFFCX | Davis Financial C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Financial |
| DFFVX | DFA US Targeted Value I | Owns companies we recommend for divestment | 5 | 9 | 11 | 10 | X | Small Value |
| DFGEX | DFA Global Real Estate Securities Port | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| DFGR | Dimensional Global Real Estate ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| DFIC | Dimensional International Core Eq 2 ETF | Owns companies we recommend for divestment | 38 | 10 | 72 | 13 | X | Foreign Large Blend |
| DFIEX | DFA International Core Equity I | Owns companies we recommend for divestment | 39 | 12 | 78 | 15 | X | Foreign Large Blend |
| DFIS | Dimensional International Small Cap ETF | Owns companies we recommend for divestment | 14 | 4 | 24 | 1 | X | Foreign Small/Mid Blend |
| DFISX | DFA International Small Company I | Owns companies we recommend for divestment | 15 | 3 | 28 | 0 | X | Foreign Small/Mid Blend |
| DFITX | DFA International Real Estate Sec I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| DFIV | Dimensional International Value ETF | Owns companies we recommend for divestment | 8 | 3 | 20 | 5 | X | Foreign Large Value |
| DFIVX | DFA International Value I | Owns companies we recommend for divestment | 7 | 3 | 18 | 4 | X | Foreign Large Value |
| DFJ | WisdomTree Japan SmallCap Dividend ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Japan Stock |
| DFJSX | DFA Japanese Small Company I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Japan Stock |
| DFLV | Dimensional US Large Cap Value ETF | Owns companies we recommend for divestment | 13 | 11 | 15 | 18 | X | Large Value |
| DFLVX | DFA US Large Cap Value I | Owns companies we recommend for divestment | 12 | 11 | 15 | 17 | X | Large Value |
| DFMAX | Davidson Multi-Cap Equity A | Owns companies we recommend for divestment | 2 | 3 | 5 | 5 | X | Large Blend |
| DFMGX | DF Dent Midcap Growth Institutional | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Mid-Cap Growth |
| DFMIX | Davidson Multi-Cap Equity I | Owns companies we recommend for divestment | 2 | 3 | 5 | 5 | X | Large Blend |
| DFMLX | DF Dent Midcap Growth Institutional Plus | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Mid-Cap Growth |
| DFNL | Davis Select Financial ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Financial |
| DFQTX | DFA US Core Equity 2 I | Owns companies we recommend for divestment | 28 | 31 | 40 | 44 | X | Large Blend |
| DFREX | DFA Real Estate Securities I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| DFRSX | DFA Asia Pacific Small Company I | Owns companies we recommend for divestment | 1 | 1 | 0 | 0 | X | Miscellaneous Region |
| DFSCX | DFA US Micro Cap I | Owns companies we recommend for divestment | 6 | 10 | 10 | 9 | X | Small Blend |
| 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 |
| DFSGX | DF Dent Small Cap Growth Institutional | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| DFSI | Dimensional International Sstby Cr 1 ETF | Owns companies we recommend for divestment | 28 | 6 | 58 | 13 | V | Foreign Large Blend |
| DFSIX | DFA US Sustainability Core 1 | Owns companies we recommend for divestment | 22 | 26 | 35 | 39 | V | Large Blend |
| DFSPX | DFA Intl Sustainability Core 1 | Owns companies we recommend for divestment | 33 | 9 | 63 | 15 | V | Foreign Large Blend |
| DFSTX | DFA US Small Cap I | Owns companies we recommend for divestment | 8 | 14 | 13 | 15 | X | Small Blend |
| DFSU | Dimensional US Sustainability Core 1 ETF | Owns companies we recommend for divestment | 22 | 25 | 34 | 40 | V | Large Blend |
| DFSV | Dimensional US Small Cap Value ETF | Owns companies we recommend for divestment | 3 | 9 | 8 | 7 | X | Small Value |
| DFSVX | DFA US Small Cap Value I | Owns companies we recommend for divestment | 3 | 8 | 8 | 7 | X | Small Value |
| DFUEX | DFA US Social Core Equity 2 Portfolio | Owns companies we recommend for divestment | 13 | 27 | 29 | 31 | X | Large Blend |
| DFUKX | DFA United Kingdom Small Company I | Owns companies we recommend for divestment | 2 | 2 | 0 | 0 | X | Miscellaneous Region |
| DFUS | Dimensional US Equity Market ETF | Owns companies we recommend for divestment | 27 | 34 | 42 | 44 | X | Large Blend |
| DFUSX | DFA US Large Company I | Owns companies we recommend for divestment | 18 | 20 | 28 | 26 | X | Large Blend |
| DFUV | Dimensional US Marketwide Value ETF | Owns companies we recommend for divestment | 18 | 19 | 22 | 31 | X | Large Value |
| DFUVX | DFA US Large Cap Value III | Owns companies we recommend for divestment | 12 | 11 | 15 | 17 | X | Large Value |
| DFVE | DoubleLine Fortune 500 Equal Weight ETF | Owns companies we recommend for divestment | 18 | 19 | 27 | 24 | X | Mid-Cap Value |
| DFVEX | DFA US Vector Equity I | Owns companies we recommend for divestment | 25 | 32 | 40 | 41 | X | Mid-Cap Value |
| DFVIX | DFA International Value III | Owns companies we recommend for divestment | 7 | 3 | 18 | 4 | X | Foreign Large Value |
| DFVQX | DFA International Vector Equity I | Owns companies we recommend for divestment | 34 | 10 | 67 | 13 | X | Foreign Small/Mid Value |
| DFVX | Dimensional US Large Cap Vector ETF | Owns companies we recommend for divestment | 10 | 11 | 21 | 20 | X | Large Value |
| DFWIX | DFA World ex US Core Equity Instl | Owns companies we recommend for divestment | 43 | 13 | 87 | 15 | X | Foreign Large Blend |
| DFWVX | DFA World ex US Value Port I | Owns companies we recommend for divestment | 10 | 3 | 32 | 4 | X | Foreign Large Value |
| DGAGX | BNY Mellon Appreciation Investor | Owns companies we recommend for divestment | 2 | 4 | 5 | 4 | X | Large Growth |
| DGBCX | BNY Mellon Developed Markets RE Scs - C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| DGBEX | DFA Global Social Core Equity Instl | Owns companies we recommend for divestment | 42 | 35 | 99 | 43 | X | Global Large-Stock Blend |
| 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 |
| DGEFX | Destinations Equity Income I | Owns companies we recommend for divestment | 6 | 6 | 10 | 7 | X | Global Large-Stock Value |
| DGEIX | DFA Global Equity I | Owns companies we recommend for divestment | 70 | 43 | 136 | 59 | X | Global Large-Stock Blend |
| DGEYX | BNY Mellon Global Emerging Mkts - Y | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| DGEZX | Destinations Equity Income Z | Owns companies we recommend for divestment | 6 | 6 | 10 | 7 | X | Global Large-Stock Value |
| DGFAX | Davis Global A | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 2 | X | Global Large-Stock Blend |
| DGFCX | Davis Global C | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 2 | X | Global Large-Stock Blend |
| DGFYX | Davis Global Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 2 | X | Global Large-Stock Blend |
| DGIEX | BNY Mellon Global Emerging Mkts - I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| DGIFX | Disciplined Growth Investors | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Moderately Aggressive Allocation |
| DGIGX | BNY Mellon Appreciation I | Owns companies we recommend for divestment | 2 | 4 | 5 | 4 | X | Large Growth |
| DGIN | VanEck Digital India ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | India Equity |
| DGLAX | BNY Mellon Global Stock - A | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 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 | 2 | 3 | 2 | X | Global Large-Stock Growth |
| DGLIX | DFA Global Small Company Institutional | Owns companies we recommend for divestment | 23 | 17 | 43 | 15 | X | Global Small/Mid Stock |
| DGLRX | BNY Mellon Global Stock - I | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 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 | 2 | 3 | 2 | X | Global Large-Stock Growth |
| DGOCX | Davis Opportunity C | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 3 | 3 | X | Large Value |
| DGOYX | Davis Opportunity Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 3 | 3 | X | Large Value |
| DGRE | WisdomTree Emerging Mkts Qual Div Gr ETF | Owns companies we recommend for divestment | 1 | 0 | 2 | 0 | X | Diversified Emerging Mkts |
| DGRO | iShares Core Dividend Growth ETF | Owns companies we recommend for divestment | 10 | 15 | 13 | 15 | X | Large Value |
| DGRS | WisdomTree US SmallCap Qual Div Gr ETF | Owns companies we recommend for divestment | 3 | 3 | 4 | 3 | X | Small Value |
| DGRW | WisdomTree US Quality Dividend Gr ETF | Owns companies we recommend for divestment | 12 | 11 | 12 | 15 | X | Large Blend |
| 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 |
| DGSCX | Virtus KAR Global Small-Cap Inst | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Small/Mid Stock |
| DGSIX | DFA Global Allocation 60/40 I | Owns companies we recommend for divestment | 70 | 43 | 136 | 59 | X | Moderate Allocation |
| DGT | SPDR® Global Dow ETF | Owns companies we recommend for divestment | 7 | 7 | 21 | 12 | X | Global Large-Stock Value |
| DGVRX | BNY Mellon Technology Growth I | Owns companies we recommend for divestment | 1 | 3 | 4 | 4 | X | Technology |
| DGYGX | BNY Mellon Appreciation Y | Owns companies we recommend for divestment | 2 | 4 | 5 | 4 | X | Large Growth |
| DHAMX | Centre American Select Equity Inv | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 4 | X | Large Blend |
| DHANX | Centre American Select Equity Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 4 | X | Large Blend |
| DHFAX | Diamond Hill Large Cap Concentrated Inv | Owns companies we recommend for divestment | 1 | 3 | 3 | 2 | X | Large Value |
| DHFIX | Diamond Hill Large Cap Concentrated I | Owns companies we recommend for divestment | 1 | 3 | 3 | 2 | X | Large Value |
| DHFYX | Diamond Hill Large Cap Concentrated Y | Owns companies we recommend for divestment | 1 | 3 | 3 | 2 | X | Large Value |
| 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 |
| 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 |
| 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 |
| 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 |
| DHLAX | Diamond Hill Large Cap Inv | Owns companies we recommend for divestment | 2 | 4 | 4 | 5 | X | Large Value |
| DHLRX | Diamond Hill Large Cap I | Owns companies we recommend for divestment | 2 | 4 | 4 | 5 | X | Large Value |
| DHLSX | Diamond Hill Long-Short I | Owns companies we recommend for divestment | 2 | 4 | 6 | 4 | X | Long-Short Equity |
| DHLTX | Diamond Hill Select I | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 2 | 2 | X | Mid-Cap Value |
| DHLYX | Diamond Hill Large Cap Y | Owns companies we recommend for divestment | 2 | 4 | 4 | 5 | X | Large Value |
| DHMAX | Diamond Hill Small-Mid Cap Inv | Owns companies we recommend for divestment | 1 | 2 | 1 | 3 | X | Small Value |
| DHMIX | Diamond Hill Small-Mid Cap I | Owns companies we recommend for divestment | 1 | 2 | 1 | 3 | X | Small Value |
| DHMYX | Diamond Hill Small-Mid Cap Y | Owns companies we recommend for divestment | 1 | 2 | 1 | 3 | X | Small Value |
| DHPAX | Diamond Hill Mid Cap Inv | Owns companies we recommend for divestment | 2 | 0 | 1 | 2 | X | Mid-Cap Value |
| DHPIX | Diamond Hill Mid Cap I | Owns companies we recommend for divestment | 2 | 0 | 1 | 2 | X | Mid-Cap Value |
| DHPYX | Diamond Hill Mid Cap Y | Owns companies we recommend for divestment | 2 | 0 | 1 | 2 | X | Mid-Cap Value |
| DHS | WisdomTree US High Dividend ETF | Owns companies we recommend for divestment | 3 | 8 | 3 | 5 | X | Large Value |
| DHSCX | Diamond Hill Small Cap Inv | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Small Value |
| DHSIX | Diamond Hill Small Cap I | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Small Value |
| DHSYX | Diamond Hill Small Cap Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Small Value |
| DHTAX | Diamond Hill Select Inv | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 2 | 2 | X | Mid-Cap Value |
| DHTYX | Diamond Hill Select Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 2 | 2 | X | Mid-Cap Value |
| DIA | SPDR® Dow Jones Industrial Avrg ETF Tr | Owns companies we recommend for divestment | 3 | 5 | 6 | 4 | X | Large Value |
| DIAMX | Diamond Hill Long-Short Inv | Owns companies we recommend for divestment | 2 | 4 | 6 | 4 | X | Long-Short Equity |
| DIAYX | Diamond Hill Long-Short Y | Owns companies we recommend for divestment | 2 | 4 | 6 | 4 | X | Long-Short Equity |
| DIDEX | Driehaus International Developed Equity | Owns companies we recommend for divestment | 3 | 1 | 2 | 2 | X | Foreign Large Growth |
| 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 |
| DIEFX | Destinations International Equity I | Owns companies we recommend for divestment | 22 | 10 | 46 | 11 | X | Foreign Large Blend |
| 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 |
| DIEMX | Driehaus Emerging Markets Growth Instl | Owns companies we recommend for divestment | 1 | 1 | 2 | 1 | X | Diversified Emerging Mkts |
| DIEQX | Domini Impact Equity Institutional | Owns companies we recommend for divestment | 2 | 7 | 11 | 13 | V | Large Growth |
| 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 |
| DIEZX | Destinations International Equity Z | Owns companies we recommend for divestment | 22 | 10 | 46 | 11 | X | Foreign Large Blend |
| DIG | ProShares Ultra Energy | Owns companies we recommend for divestment | 2 | 0 | 3 | 0 | X | Trading--Leveraged Equity |
| DIGGX | Invesco Discovery R5 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| DIHP | Dimensional International High Pbly ETF | Owns companies we recommend for divestment | 13 | 2 | 31 | 5 | X | Foreign Large Blend |
| DIHRX | DFA Intl Hi Relatv Profitability Instl | Owns companies we recommend for divestment | 9 | 1 | 25 | 6 | X | Foreign Large Blend |
| DIISX | BNY Mellon International Stock Index Inv | Owns companies we recommend for divestment | 13 | 6 | 26 | 10 | X | Foreign Large 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 |
| DILRX | DFA International Large Cap Growth | Owns companies we recommend for divestment | 10 | 3 | 22 | 6 | X | Foreign Large Growth |
| DILYX | Davis International Y | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Large Blend |
| DIM | WisdomTree International MidCap Div ETF | Owns companies we recommend for divestment | 8 | 0 | 16 | 3 | X | Foreign Small/Mid Value |
| DINIX | BNY Mellon International Stock Index I | Owns companies we recommend for divestment | 13 | 6 | 26 | 10 | X | Foreign Large Blend |
| DINT | Davis Select International ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Large Blend |
| 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 |
| DISIX | BNY Mellon Small Cap Stock Index I | Owns companies we recommend for divestment | 4 | 5 | 6 | 6 | X | Small Blend |
| DISMX | DFA International Small Cap Growth | Owns companies we recommend for divestment | 6 | 4 | 10 | 1 | X | Foreign Small/Mid 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 |
| DISSX | BNY Mellon Small Cap Stock Index Inv | Owns companies we recommend for divestment | 4 | 5 | 6 | 6 | X | Small Blend |
| DISV | Dimensional International Sm Cp Val ETF | Owns companies we recommend for divestment | 6 | 2 | 9 | 0 | X | Foreign Small/Mid Value |
| DISVX | DFA International Small Cap Value I | Owns companies we recommend for divestment | 8 | 1 | 13 | 0 | X | Foreign Small/Mid Value |
| 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 |
| DITFX | American Funds 2050 Trgt Date Retire F3 | Owns companies we recommend for divestment | 26 | 27 | 43 | 33 | X | Target-Date 2050 |
| DIV | Global X SuperDividend™ US ETF | Owns companies we recommend for divestment | 0 | 2 | 1 | 2 | X | Mid-Cap Value |
| DIVB | iShares Core Dividend ETF | Owns companies we recommend for divestment | 9 | 13 | 14 | 15 | X | Large Value |
| DIVD | Altrius Global Dividend ETF | Owns companies we recommend for divestment | 5 | 2 | 11 | 3 | X | Global Large-Stock Value |
| DIVG | Invesco S&P 500 Hi Div Grwrs ETF | Owns companies we recommend for divestment | 4 | 3 | 4 | 4 | X | Mid-Cap Value |
| DIVGX | Guardian Capital Dividend Growth Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 2 | 3 | X | Global Large-Stock Blend |
| DIVHX | Cutler Equity Fund | Owns companies we recommend for divestment | 3 | 4 | 5 | 4 | X | Large Value |
| DIVI | Franklin Intl Core Div Tlt Idx ETF | Owns companies we recommend for divestment | 9 | 3 | 20 | 7 | X | Foreign Large Value |
| DIVL | Madison Dividend Value ETF | Owns companies we recommend for divestment | 1 | 0 | 3 | 1 | X | Large Value |
| DIVO | Amplify CWP Enhanced Dividend Income ETF | Owns companies we recommend for divestment | 3 | 2 | 5 | 3 | X | Derivative Income |
| 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 |
| DIVY | Sound Equity Dividend Income ETF | Owns companies we recommend for divestment | 2 | 1 | 4 | 3 | X | Mid-Cap Value |
| DIVZ | Opal Dividend Income ETF | Owns companies we recommend for divestment | 1 | 0 | 1 | 1 | X | Large Value |
| DJD | Invesco Dow Jones Industrial Avg Div ETF | Owns companies we recommend for divestment | 2 | 4 | 4 | 3 | X | Large Value |
| DJIA | Global X Dow 30 Covered Call ETF | Owns companies we recommend for divestment | 3 | 5 | 6 | 4 | X | Derivative Income |
| DLACX | BNY Mellon Large Cap Equity Y | Owns companies we recommend for divestment | 1 | 6 | 5 | 7 | X | Large Blend |
| DLBMX | MassMutual Small Cap Opps A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Small Blend |
| DLCEX | Dana Large Cap Equity Investor | Owns companies we recommend for divestment | 2 | 5 | 6 | 5 | X | Large Blend |
| DLCFX | Destinations Large Cap Equity I | Owns companies we recommend for divestment | 12 | 15 | 23 | 22 | X | Large Blend |
| DLCIX | Dana Large Cap Equity Institutional | Owns companies we recommend for divestment | 2 | 5 | 6 | 5 | X | Large Blend |
| DLCZX | Destinations Large Cap Equity Z | Owns companies we recommend for divestment | 12 | 15 | 23 | 22 | X | Large Blend |
| DLDCX | BNY Mellon Natural Resources C | Owns companies we recommend for divestment | 1 | 1 | 1 | 1 | X | Natural Resources |
| DLDRX | BNY Mellon Natural Resources I | Owns companies we recommend for divestment | 1 | 1 | 1 | 1 | X | Natural Resources |
| DLDYX | BNY Mellon Natural Resources Y | Owns companies we recommend for divestment | 1 | 1 | 1 | 1 | X | Natural Resources |
| 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 |
| DLN | WisdomTree US LargeCap Dividend ETF | Owns companies we recommend for divestment | 14 | 15 | 18 | 21 | X | Large Value |
| DLQAX | BNY Mellon Large Cap Equity A | Owns companies we recommend for divestment | 1 | 6 | 5 | 7 | X | Large Blend |
| DLQIX | BNY Mellon Large Cap Equity I | Owns companies we recommend for divestment | 1 | 6 | 5 | 7 | X | Large Blend |
| DLRHX | Macquarie Healthcare R | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 0 | X | Health |
| DLS | WisdomTree International SmallCp Div ETF | Owns companies we recommend for divestment | 12 | 3 | 20 | 0 | X | Foreign Small/Mid Value |
| DMAGX | Driehaus Global Fund | Owns companies we recommend for divestment | 5 | 5 | 10 | 7 | X | Global Large-Stock Blend |
| DMAT | Global X Disruptive Materials ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Natural Resources |
| DMCFX | Invesco Discovery Mid Cap Growth R5 | Owns companies we recommend for divestment | 2 | 2 | 1 | 2 | X | Mid-Cap Growth |
| DMCRX | Driehaus Micro Cap Growth | Owns companies we recommend for divestment | 1 | 2 | 1 | 2 | X | Small Growth |
| DMCVX | BNY Mellon Opportunistic Midcap Value A | 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 |
| DMIDX | BNY Mellon MidCap Index I | Owns companies we recommend for divestment | 4 | 8 | 6 | 10 | X | Mid-Cap Blend |
| DMXF | iShares ESG Advanced MSCI EAFE ETF | Owns companies we recommend for divestment | 6 | 3 | 10 | 5 | V | Foreign Large Blend |
| DNDGX | Dunham Small Cap Growth N | Owns companies we recommend for divestment | 1 | 2 | 0 | 2 | X | Small Growth |
| DNEMX | Dunham Emerging Markets Stock N | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| 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 |
| DNINX | Dunham International Stock N | Owns companies we recommend for divestment | 6 | 1 | 10 | 3 | X | Foreign Large Value |
| DNL | WisdomTree Global ex-US Qual Div Gr ETF | Owns companies we recommend for divestment | 1 | 1 | 0 | 2 | X | Foreign Large Growth |
| DNLAX | BNY Mellon Natural Resources A | Owns companies we recommend for divestment | 1 | 1 | 1 | 1 | X | Natural Resources |
| DNLCX | BNY Mellon Active MidCap C | Owns companies we recommend for divestment | 4 | 4 | 3 | 5 | X | Mid-Cap Blend |
| DNLDX | BNY Mellon Active MidCap A | Owns companies we recommend for divestment | 4 | 4 | 3 | 5 | X | Mid-Cap Blend |
| DNLRX | BNY Mellon Active MidCap I | Owns companies we recommend for divestment | 4 | 4 | 3 | 5 | X | Mid-Cap Blend |
| DNLVX | Dunham Large Cap Value N | Owns companies we recommend for divestment | 4 | 6 | 10 | 7 | X | Large Value |
| DNLYX | BNY Mellon Active MidCap Y | Owns companies we recommend for divestment | 4 | 4 | 3 | 5 | X | Mid-Cap Blend |
| DNMDX | Dunham Monthly Distribution N | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Event Driven |
| DNREX | Dunham Real Estate Stock N | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| DNSMX | Driehaus Small Cap Growth Institutional | Owns companies we recommend for divestment | 1 | 2 | 0 | 2 | X | Small Growth |
| DNSVX | Dunham Small Cap Value N | Owns companies we recommend for divestment | 2 | 1 | 1 | 2 | X | Small Value |
| DNVYX | Davis NY Venture Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 2 | X | Large Value |
| DODBX | Dodge & Cox Balanced I | Owns companies we recommend for divestment | 2 | 2 | 8 | 6 | X | Moderate Allocation |
| DODEX | Dodge & Cox Emerging Markets Stock | Owns companies we recommend for divestment | 1 | 0 | 5 | 0 | X | Diversified Emerging Mkts |
| 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 |
| DODGX | Dodge & Cox Stock I | Owns companies we recommend for divestment | 2 | 2 | 8 | 6 | X | Large Value |
| DODWX | Dodge & Cox Global Stock I | Owns companies we recommend for divestment | 1 | 2 | 5 | 4 | X | Global Large-Stock Value |
| DOL | WisdomTree International LargeCp Div ETF | Owns companies we recommend for divestment | 4 | 2 | 13 | 7 | X | Foreign Large Value |
| DOMIX | Domini Impact International Equity Inv | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 5 | 1 | V | Foreign Large Blend |
| DOMOX | Domini Impact International Equity Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 5 | 1 | V | Foreign Large Blend |
| DOMYX | Domini Impact International Equity Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 5 | 1 | V | Foreign Large Blend |
| DON | WisdomTree US MidCap Dividend ETF | Owns companies we recommend for divestment | 5 | 6 | 4 | 9 | X | Mid-Cap Value |
| DOPIX | BNY Mellon Opportunistic Small Cap I | Owns companies we recommend for divestment | 1 | 3 | 1 | 3 | X | Small Blend |
| DOXBX | Dodge & Cox Balanced X | Owns companies we recommend for divestment | 2 | 2 | 8 | 6 | X | Moderate Allocation |
| 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 |
| DOXGX | Dodge & Cox Stock X | Owns companies we recommend for divestment | 2 | 2 | 8 | 6 | X | Large Value |
| DOXWX | Dodge & Cox Global Stock X | Owns companies we recommend for divestment | 1 | 2 | 5 | 4 | X | Global Large-Stock Value |
| DPLGX | Jackson Square Large-Cap Growth IS | Owns companies we recommend for divestment | 1 | 2 | 3 | 3 | X | Large Growth |
| DPRCX | Macquarie Global Listed Real Assets C | 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 |
| DPREX | Macquarie Global Listed Real Assets A | Owns companies we recommend for divestment | 1 | 0 | 2 | 0 | X | Global Allocation |
| DPRIX | BNY Mellon Worldwide Growth Y | Owns companies we recommend for divestment | 2 | 3 | 4 | 4 | X | Global Large-Stock Growth |
| DPRRX | Macquarie Global Listed Real Assets R | 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 |
| DPST | Direxion Daily Regional Bnks Bull 3X ETF | Owns companies we recommend for divestment | 2 | 5 | 0 | 5 | X | Trading--Leveraged Equity |
| DPTAX | BNY Mellon Tax Managed Growth C | Owns companies we recommend for divestment | 2 | 3 | 5 | 4 | X | Large Growth |
| DPTRX | BNY Mellon Tax Managed Growth I | Owns companies we recommend for divestment | 2 | 3 | 5 | 4 | X | Large Growth |
| DPWRX | BNY Mellon Worldwide Growth I | Owns companies we recommend for divestment | 2 | 3 | 4 | 4 | X | Global Large-Stock Growth |
| DQEIX | BNY Mellon Global Equity Income - I | Owns companies we recommend for divestment | 1 | 2 | 3 | 2 | X | Global Large-Stock Value |
| DQIAX | BNY Mellon Equity Income Fund A | Owns companies we recommend for divestment | 4 | 6 | 11 | 9 | X | Large Value |
| DQICX | BNY Mellon Equity Income Fund C | Owns companies we recommend for divestment | 4 | 6 | 11 | 9 | X | Large Value |
| DQIRX | BNY Mellon Equity Income Fund I | Owns companies we recommend for divestment | 4 | 6 | 11 | 9 | X | Large Value |
| DQIYX | BNY Mellon Equity Income Fund Y | Owns companies we recommend for divestment | 4 | 6 | 11 | 9 | X | Large Value |
| DRDAX | Dearborn Partners Rising Dividend A | Owns companies we recommend for divestment | 1 | 6 | 2 | 3 | X | Large Blend |
| DRDCX | Dearborn Partners Rising Dividend C | Owns companies we recommend for divestment | 1 | 6 | 2 | 3 | X | Large Blend |
| DRDIX | Dearborn Partners Rising Dividend I | Owns companies we recommend for divestment | 1 | 6 | 2 | 3 | X | Large Blend |
| DRECX | Davis Real Estate C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| DREGX | Driehaus Emerging Markets Growth Inv | Owns companies we recommend for divestment | 1 | 1 | 2 | 1 | X | Diversified Emerging Mkts |
| DREIX | DFA World Core Equity Institutional | Owns companies we recommend for divestment | 70 | 43 | 136 | 59 | X | Global Large-Stock Blend |
| DREQX | BNY Mellon Research Growth Z | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 3 | X | Large Growth |
| DRESX | Driehaus Emerging Markets Small Cap Gr | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| DREVX | BNY Mellon Large Cap Securities Inc | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 3 | 5 | X | Large Growth |
| DREYX | Davis Real Estate Y | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| DRGTX | Virtus Zevenbergen Technology Inst | Owns companies we recommend for divestment | 1 | 3 | 5 | 5 | X | Technology |
| DRGVX | BNY Mellon Dynamic Value Fund I | Owns companies we recommend for divestment | 1 | 4 | 4 | 6 | X | Large Value |
| DRGYX | BNY Mellon Dynamic Value Fund Y | Owns companies we recommend for divestment | 1 | 4 | 4 | 6 | X | Large Value |
| DRIGX | Dimensional 2035 Target Dt Rtr Inc Instl | Owns companies we recommend for divestment | 70 | 44 | 136 | 59 | X | Target-Date 2035 |
| DRIHX | Dimensional 2040 Target Dt Rtr Inc Instl | Owns companies we recommend for divestment | 70 | 44 | 136 | 59 | X | Target-Date 2040 |
| DRIIX | Dimensional 2045 Target Dt Rtr Inc Instl | Owns companies we recommend for divestment | 70 | 44 | 136 | 59 | X | Target-Date 2045 |
| DRIJX | Dimensional 2050 Target Dt Rtr Inc Instl | Owns companies we recommend for divestment | 70 | 44 | 136 | 59 | X | Target-Date 2050 |
| DRIKX | Dimensional 2055 Target Dt Rtr Inc Instl | Owns companies we recommend for divestment | 70 | 44 | 136 | 59 | X | Target-Date 2055 |
| DRILX | Dimensional 2060 Target Dt Rtr Inc Instl | Owns companies we recommend for divestment | 70 | 44 | 136 | 59 | X | Target-Date 2060 |
| DRIOX | Driehaus International Small Cap Growth | Owns companies we recommend for divestment | 2 | 1 | 2 | 0 | X | Foreign Small/Mid Growth |
| DRIPX | The MP 63 | Owns companies we recommend for divestment | 4 | 4 | 8 | 7 | X | Large Value |
| DRISX | Foundry Partners Sm Cp Val Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 3 | 0 | X | Small Value |
| DRIV | Global X Atnms & Elctrc Vhcls ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 6 | 5 | V | Miscellaneous Sector |
| DRLAX | BNY Mellon Developed Markets RE Scs - A | 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 |
| DRLL | Strive U.S. Energy ETF | Owns companies we recommend for divestment | 2 | 0 | 3 | 0 | X | Equity Energy |
| DRLYX | BNY Mellon Developed Markets RE Scs - Y | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| DRMCX | Virtus Silvant Mid-Cap Growth Inst | Owns companies we recommend for divestment | 3 | 2 | 2 | 2 | X | Mid-Cap Growth |
| DRN | Direxion Daily Real Estate Bull 3X ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Trading--Leveraged Equity |
| DRSVX | Foundry Partnersl Sm Cp Val Inv | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 3 | 0 | X | Small Value |
| DRTCX | BNY Mellon Sust US Equity I | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 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 | 4 | 2 | 5 | V | Large Blend |
| DRUP | GraniteShares Nasdaq Sel Disruptors ETF | Owns companies we recommend for divestment | 1 | 1 | 4 | 4 | X | Technology |
| DRYQX | BNY Mellon Research Growth Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 3 | X | Large Growth |
| DSCGX | DFA US Small Cap Growth Instl | Owns companies we recommend for divestment | 5 | 6 | 5 | 9 | X | Small Growth |
| DSCIX | Dana Epiphany Small Cap Eq Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 0 | 2 | X | Small Growth |
| DSCLX | DFA International Social Cor Eq Instl | Owns companies we recommend for divestment | 27 | 8 | 55 | 12 | X | Foreign Large Blend |
| DSCPX | Davenport Small Cap Focus | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | 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 |
| DSEFX | Domini Impact Equity Investor | Owns companies we recommend for divestment | 2 | 7 | 11 | 13 | V | Large Growth |
| DSFRX | Domini Impact Equity Y | Owns companies we recommend for divestment | 2 | 7 | 11 | 13 | V | Large Growth |
| DSHFX | Brinker Capital Destinations Shelter I | Owns companies we recommend for divestment | 8 | 11 | 16 | 15 | X | Equity Hedged |
| DSHGX | DFA Selectively Hedged Glbl Eq I | Owns companies we recommend for divestment | 70 | 43 | 134 | 59 | X | Global Large-Stock Blend |
| DSHZX | Brinker Capital Destinations Shelter Z | Owns companies we recommend for divestment | 8 | 11 | 16 | 15 | X | Equity Hedged |
| DSI | iShares MSCI KLD 400 Social ETF | Owns companies we recommend for divestment | 7 | 13 | 14 | 13 | V | 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 |
| DSMDX | Driehaus Small/Mid Cap Growth | Owns companies we recommend for divestment | 1 | 2 | 0 | 1 | X | Mid-Cap Growth |
| DSMFX | Destinations Small-Mid Cap Equity I | Owns companies we recommend for divestment | 21 | 27 | 20 | 30 | X | Small Blend |
| DSMLX | Touchstone Large Company Growth Instl | Owns companies we recommend for divestment | 1 | 2 | 4 | 3 | X | Large Growth |
| DSMZX | Destinations Small-Mid Cap Equity Z | Owns companies we recommend for divestment | 21 | 27 | 20 | 30 | X | Small Blend |
| DSPIX | BNY Mellon Instl S&P 500 Stk Idx I | Owns companies we recommend for divestment | 18 | 20 | 28 | 26 | X | Large Blend |
| DSTL | Distillate US Fdmtl Stblty & Val ETF | Owns companies we recommend for divestment | 3 | 2 | 7 | 4 | X | Large Value |
| DSTX | Distillate Intntnl Fndmntl Stblty&Vl ETF | Owns companies we recommend for divestment | 1 | 1 | 3 | 3 | X | Foreign Large Blend |
| DTAN | Sparkline International IntangibleValETF | Owns companies we recommend for divestment | 5 | 3 | 9 | 4 | X | Foreign Large Value |
| DTCAX | BNY Mellon Sust US Equity A | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 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 | 4 | 2 | 5 | V | Large Blend |
| DTCR | Global X Data Center & Dgtl Infrs ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| DTCYX | BNY Mellon Sust US Equity Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 2 | 5 | V | Large Blend |
| DTD | WisdomTree US Total Dividend ETF | Owns companies we recommend for divestment | 20 | 23 | 23 | 32 | X | Large Value |
| DTDRX | Dimensional 2065 Target Dt Rtr Inc Instl | Owns companies we recommend for divestment | 70 | 44 | 136 | 59 | X | Target-Date 2065+ |
| DTEC | ALPS Disruptive Technologies ETF | Owns companies we recommend for divestment | 1 | 0 | 4 | 5 | X | Technology |
| DTEYX | BNY Mellon Technology Growth Y | Owns companies we recommend for divestment | 1 | 3 | 4 | 4 | X | Technology |
| DTGCX | BNY Mellon Technology Growth C | Owns companies we recommend for divestment | 1 | 3 | 4 | 4 | X | Technology |
| DTGRX | BNY Mellon Technology Growth A | Owns companies we recommend for divestment | 1 | 3 | 4 | 4 | X | Technology |
| DTH | WisdomTree International High Div ETF | Owns companies we recommend for divestment | 8 | 2 | 15 | 2 | X | Foreign Large Value |
| DTLGX | Wilshire Large Company Growth Invmt | Owns companies we recommend for divestment | 5 | 5 | 8 | 10 | X | Large Growth |
| DTLVX | Wilshire Large Company Value Invmt | Owns companies we recommend for divestment | 10 | 17 | 17 | 21 | X | Large Value |
| DTMGX | BNY Mellon Tax Managed Growth A | Owns companies we recommend for divestment | 2 | 3 | 5 | 4 | X | Large Growth |
| DTRE | First Trust Alerian Dsrupt Tech RE ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| DTSGX | Wilshire Small Company Growth Invmt | Owns companies we recommend for divestment | 1 | 1 | 0 | 2 | X | Small Growth |
| DTSVX | Wilshire Small Company Value Invmt | Owns companies we recommend for divestment | 3 | 6 | 2 | 6 | X | Small Value |
| DUBS | Aptus Large Cap Enhanced Yield ETF | Owns companies we recommend for divestment | 14 | 17 | 24 | 21 | X | Large Blend |
| DUHP | Dimensional US High Profitability ETF | Owns companies we recommend for divestment | 5 | 7 | 9 | 7 | X | Large Blend |
| DURA | VanEck Durable High Dividend ETF | Owns companies we recommend for divestment | 6 | 6 | 6 | 4 | X | Large Value |
| DURAX | DWS ESG International Core Eq A | Owns companies we recommend for divestment | 1 | 2 | 6 | 3 | V | Foreign Large Blend |
| DURCX | DWS ESG International Core Eq C | Owns companies we recommend for divestment | 1 | 2 | 6 | 3 | V | Foreign Large Blend |
| DURIX | DWS ESG International Core Eq Instl | Owns companies we recommend for divestment | 1 | 2 | 6 | 3 | V | Foreign Large Blend |
| DURPX | DFA US Hi Relatv Profitability Instl | Owns companies we recommend for divestment | 5 | 6 | 7 | 6 | X | Large Blend |
| DURSX | DWS ESG International Core Eq S | Owns companies we recommend for divestment | 1 | 2 | 6 | 3 | V | Foreign Large Blend |
| DUSA | Davis Select US Equity ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 2 | X | Large Blend |
| DUSLX | DFA US Large Cap Growth Instl | Owns companies we recommend for divestment | 5 | 5 | 9 | 7 | X | Large Growth |
| DUSQX | DFA US Large Cap Equity Institutional | Owns companies we recommend for divestment | 20 | 20 | 29 | 29 | X | Large Blend |
| DVAL | BrandywineGLOBAL Dyn US Lrg Cap Val ETF | Owns companies we recommend for divestment | 6 | 4 | 11 | 6 | X | Large Value |
| DVDN | Kingsbarn Dividend Opportunity ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| DVFYX | Davis Financial Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Financial |
| DVIPX | Davenport Value & Income | Owns companies we recommend for divestment | 2 | 5 | 2 | 1 | X | Large Value |
| 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 |
| DVLRX | Macquarie Small Cap Value R | Owns companies we recommend for divestment | 1 | 1 | 1 | 3 | X | Small Value |
| DVLU | First Trust Dorsey Wright Momt & Val ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Mid-Cap Value |
| DVMFX | Invesco Developing Markets R5 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| DVND | Touchstone Dividend Select ETF | Owns companies we recommend for divestment | 4 | 4 | 8 | 5 | X | Large Value |
| DVOL | FirstTrustDorseyWrightMomt&LwVolatil ETF | Owns companies we recommend for divestment | 3 | 5 | 3 | 5 | X | Large Blend |
| 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 |
| 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 |
| DVSMX | Driehaus Small Cap Growth Investor | Owns companies we recommend for divestment | 1 | 2 | 0 | 2 | X | Small Growth |
| DVY | iShares Select Dividend ETF | Owns companies we recommend for divestment | 5 | 7 | 6 | 7 | X | Large Value |
| DVYA | iShares Asia/Pacific Dividend ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Pacific/Asia ex-Japan Stk |
| DVYE | iShares Emerging Markets Dividend ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| DVZRX | Macquarie Small Cap Value R6 | Owns companies we recommend for divestment | 1 | 1 | 1 | 3 | X | Small Value |
| DWAS | Invesco Dorsey Wright SmallCap Momt ETF | Owns companies we recommend for divestment | 1 | 1 | 1 | 2 | X | Small Blend |
| 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 |
| DWLD | Davis Select Worldwide ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 2 | X | Global Large-Stock Blend |
| DWM | WisdomTree International Equity ETF | Owns companies we recommend for divestment | 14 | 5 | 30 | 10 | X | Foreign Large Value |
| DWMF | WisdomTree International Mltfctr | Owns companies we recommend for divestment | 4 | 3 | 5 | 4 | X | Foreign Large Value |
| DWOAX | BNY Mellon Research Growth A | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 3 | X | Large Growth |
| DWOCX | BNY Mellon Research Growth C | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 3 | X | Large Growth |
| DWOIX | BNY Mellon Research Growth I | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 3 | X | Large Growth |
| DWUSX | DFA World ex US Targeted Val Instl | Owns companies we recommend for divestment | 17 | 1 | 37 | 0 | X | Foreign Small/Mid Value |
| 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 |
| DXIV | Dimensional International Vector Eq ETF | Owns companies we recommend for divestment | 26 | 7 | 56 | 6 | X | Foreign Small/Mid Value |
| 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 |
| DXUV | Dimensional US Vector Equity ETF | Owns companies we recommend for divestment | 25 | 33 | 40 | 41 | X | Mid-Cap Value |
| DYNF | iShares U.S. Equity Fac Rotation Act ETF | Owns companies we recommend for divestment | 6 | 6 | 16 | 10 | X | Large Blend |
| EAAAX | Gabelli Entpr Mergers & Acquisitions AAA | Owns companies we recommend for divestment | 1 | 3 | 2 | 3 | X | Event Driven |
| EAALX | Eaton Vance Atlanta Capital Focused Gr A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 3 | X | Large Growth |
| EAASX | Eaton Vance Atlanta Capital SMID-Cap A | Owns companies we recommend for divestment | 2 | 1 | 0 | 4 | X | Mid-Cap Blend |
| 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 |
| EACPX | Eaton Vance Tax-Managed Multi-Cap Gr A | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 5 | 6 | X | Large Growth |
| EADIX | Eaton Vance Global Equity Income A | Owns companies we recommend for divestment | 1 | 4 | 5 | 4 | X | Global Large-Stock Blend |
| EAEAX | Eaton Vance Tax-Managed Eq Aset Allc A | Owns companies we recommend for divestment | 24 | 15 | 44 | 24 | X | Aggressive Allocation |
| EAEMX | Parametric Emerging Markets A | Owns companies we recommend for divestment | 2 | 1 | 7 | 1 | X | Diversified Emerging Mkts |
| EAERX | Eaton Vance Stock A | Owns companies we recommend for divestment | 1 | 3 | 3 | 6 | X | Large Blend |
| 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 |
| EAFGX | Eaton Vance Focused Growth Opps A | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 5 | X | Large Growth |
| EAFVX | Eaton Vance Focused Value Opps A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 2 | X | Large Value |
| EAGCX | Eaton Vance Atlanta Capital Focused Gr C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 3 | X | Large Growth |
| EAGL | Eagle Capital Select Equity ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 3 | X | Large Blend |
| EAISX | Parametric International Equity A | Owns companies we recommend for divestment | 13 | 3 | 29 | 9 | X | Foreign Large Blend |
| EALCX | Eaton Vance Growth A | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 4 | 7 | X | Large Growth |
| EAMAX | Lord Abbett Emerging Markets Equity A | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Diversified Emerging Mkts |
| EAOA | iShares ESG Aware Aggressive Allc ETF | Owns companies we recommend for divestment | 23 | 25 | 45 | 33 | V | Moderately Aggressive Allocation |
| EAOR | iShares ESG Aware Growth Allc ETF | Owns companies we recommend for divestment | 23 | 25 | 45 | 33 | V | Moderate Allocation |
| EAPDX | Parametric Dividend Income A | Owns companies we recommend for divestment | 6 | 8 | 9 | 9 | X | Mid-Cap Value |
| EASG | Xtrackers MSCI EAFE ESG Leaders Eq ETF | Owns companies we recommend for divestment | 3 | 3 | 11 | 5 | V | Foreign Large Blend |
| EATV | VegTech Plant-based Innovt & Clmt ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Consumer Defensive |
| EATVX | Eaton Vance Tx-Mgd Value A | Owns companies we recommend for divestment | 2 | 1 | 4 | 3 | X | Large Value |
| EATZ | AdvisorShares Restaurant ETF | Owns companies we recommend for divestment | 1 | 4 | 0 | 1 | X | Consumer Cyclical |
| EBIT | Harbor AlphaEdge Small Cap Earners ETF | Owns companies we recommend for divestment | 4 | 5 | 2 | 4 | X | Small Value |
| 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 |
| ECASX | Eaton Vance Atlanta Capital SMID-Cap C | Owns companies we recommend for divestment | 2 | 1 | 0 | 4 | X | Mid-Cap Blend |
| ECCGX | Eaton Vance Greater China Growth C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
| ECCPX | Eaton Vance Tax-Managed Multi-Cap Gr C | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 5 | 6 | X | Large Growth |
| ECDIX | Eaton Vance Global Equity Income C | Owns companies we recommend for divestment | 1 | 4 | 5 | 4 | X | Global Large-Stock Blend |
| ECEAX | Eaton Vance Tax-Managed Eq Aset Allc C | Owns companies we recommend for divestment | 24 | 15 | 44 | 24 | X | Aggressive Allocation |
| ECEIX | Lazard Emerging Markets Core Equity Inst | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| ECEMX | Parametric Emerging Markets C | Owns companies we recommend for divestment | 2 | 1 | 7 | 1 | 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 |
| ECERX | Eaton Vance Stock C | Owns companies we recommend for divestment | 1 | 3 | 3 | 6 | X | Large Blend |
| ECFGX | Eaton Vance Focused Growth Opps C | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 5 | X | Large Growth |
| ECFVX | Eaton Vance Focused Value Opps C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 2 | X | Large Value |
| ECGIX | Eaton Vance Greater India C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | India Equity |
| ECH | iShares MSCI Chile ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Miscellaneous Region |
| 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 |
| ECIFX | Eaton Vance Balanced C | Owns companies we recommend for divestment | 1 | 3 | 3 | 6 | X | Moderate Allocation |
| ECLCX | Eaton Vance Growth C | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 4 | 7 | X | Large Growth |
| 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 |
| ECMGX | Eaton Vance Tx-Mgd Small-Cap C | Owns companies we recommend for divestment | 1 | 2 | 1 | 2 | X | Small Growth |
| ECML | Euclidean Fundamental Value ETF | Owns companies we recommend for divestment | 1 | 1 | 3 | 0 | X | Small Value |
| ECNS | iShares MSCI China Small-Cap ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
| 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 |
| ECON | Columbia Res Enh Emerging Econ ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| ECOW | Pacer Emerging Markets Cash Cows 100 ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| ECSMX | Eaton Vance Small-Cap C | Owns companies we recommend for divestment | 1 | 2 | 1 | 2 | X | Small Growth |
| ECSTX | Eaton Vance Large-Cap Value C | Owns companies we recommend for divestment | 2 | 3 | 3 | 2 | X | Large Value |
| ECTGX | Eaton Vance Tx-Mgd Growth 1.1 C | Owns companies we recommend for divestment | 8 | 9 | 14 | 12 | X | Large Blend |
| ECTMX | Eaton Vance Dividend Builder C | Owns companies we recommend for divestment | 3 | 3 | 4 | 4 | X | Large Value |
| ECTVX | Eaton Vance Tx-Mgd Value C | Owns companies we recommend for divestment | 2 | 1 | 4 | 3 | X | Large Value |
| EDEN | iShares MSCI Denmark ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Miscellaneous Region |
| EDIAX | Eaton Vance Global Income Builder A | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 5 | X | Global Allocation |
| EDICX | Eaton Vance Global Income Builder C | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 5 | X | Global Allocation |
| EDIIX | Eaton Vance Global Income Builder I | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 5 | X | Global Allocation |
| EDIRX | Eaton Vance Global Income Builder R | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 5 | X | Global Allocation |
| 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 |
| EDOC | Global X Telemedicine & Digital Hlth ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Health |
| EDOG | ALPS Emerging Sector Dividend Dogs ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| EDOW | First Trust Dow 30 Equal Weight ETF | Owns companies we recommend for divestment | 3 | 5 | 6 | 4 | X | Large Value |
| EEIFX | Monteagle Enhanced Equity Income Instl | Owns companies we recommend for divestment | 1 | 3 | 4 | 6 | X | Large Blend |
| EELV | Invesco S&P Emerging Markets Low Vol ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| EEM | iShares MSCI Emerging Markets ETF | Owns companies we recommend for divestment | 2 | 0 | 8 | 0 | X | Diversified Emerging Mkts |
| EEMA | iShares MSCI Emerging Markets Asia ETF | Owns companies we recommend for divestment | 1 | 0 | 7 | 0 | X | Pacific/Asia ex-Japan Stk |
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| EEMS | iShares MSCI Emerging Markets Sm-Cp ETF | Owns companies we recommend for divestment | 1 | 1 | 6 | 1 | X | Diversified Emerging Mkts |
| 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 |
| EEMX | SPDR® MSCI Em Mkts Fssl Ful Free RsrvETF | Owns companies we recommend for divestment | 1 | 0 | 7 | 0 | X | Diversified Emerging Mkts |
| 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 |
| EES | WisdomTree US SmallCap Earnings ETF | Owns companies we recommend for divestment | 4 | 6 | 7 | 5 | X | Small Value |
| EFA | iShares MSCI EAFE ETF | Owns companies we recommend for divestment | 13 | 6 | 26 | 10 | X | Foreign Large Blend |
| EFAA | Invesco MSCI EAFE Income Advantage ETF | Owns companies we recommend for divestment | 13 | 5 | 26 | 10 | X | Derivative Income |
| EFAD | ProShares MSCI EAFE Dividend Growers | Owns companies we recommend for divestment | 1 | 1 | 3 | 1 | X | Foreign Large Blend |
| 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 |
| EFAV | iShares MSCI EAFE Min Vol Factor ETF | Owns companies we recommend for divestment | 9 | 4 | 11 | 5 | X | Foreign Large Blend |
| EFAX | SPDR® MSCI EAFE Fssl Ful Free RsrvETF | Owns companies we recommend for divestment | 13 | 6 | 26 | 10 | X | Foreign Large Blend |
| EFCAX | Emerald Insights A | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 4 | X | Large Growth |
| EFCCX | Emerald Insights C | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 4 | X | Large Growth |
| EFCIX | Emerald Insights Institutional | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 4 | X | Large Growth |
| EFCNX | Emerald Insights Investor | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 4 | X | Large Growth |
| 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 |
| EFFE | Harbor Osmosis Em Mkts Res Efficient ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| EFFI | Harbor Osmosis Intl Res Efficient ETF | Owns companies we recommend for divestment | 1 | 0 | 2 | 2 | X | Foreign Large Blend |
| EFG | iShares MSCI EAFE Growth ETF | Owns companies we recommend for divestment | 6 | 4 | 11 | 6 | X | Foreign Large Growth |
| EFIV | SPDR® S&P 500® ESG ETF | Owns companies we recommend for divestment | 7 | 15 | 12 | 11 | V | Large Blend |
| EFNL | iShares MSCI Finland ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Miscellaneous Region |
| EFRA | iShares Environmental Infras & IndstrETF | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Infrastructure |
| EFV | iShares MSCI EAFE Value ETF | Owns companies we recommend for divestment | 8 | 2 | 17 | 6 | X | Foreign Large Value |
| EGFFX | Edgewood Growth Retail | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | 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 |
| EGIIX | Eaton Vance Greater India I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | India Equity |
| EGINX | Invesco EQV European Equity Investor | Owns companies we recommend for divestment | 2 | 2 | 3 | 2 | X | Europe Stock |
| EGLAX | Eagle Energy Infrastructure A | Owns no companies in our database | 0 | 0 | 0 | 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 |
| 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 |
| EGOAX | Allspring Large Cap Core A | Owns companies we recommend for divestment | 2 | 4 | 2 | 5 | X | Large Blend |
| EGOCX | Allspring Large Cap Core C | Owns companies we recommend for divestment | 2 | 4 | 2 | 5 | X | Large Blend |
| EGOIX | Allspring Large Cap Core Inst | Owns companies we recommend for divestment | 2 | 4 | 2 | 5 | X | Large Blend |
| EGORX | Allspring Large Cap Core R6 | Owns companies we recommend for divestment | 2 | 4 | 2 | 5 | X | Large Blend |
| EGRYX | Allspring Discovery Small Cap Gr Inst | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| EGUS | iShares ESG Aware MSCI USA Growth ETF | Owns companies we recommend for divestment | 4 | 5 | 8 | 7 | V | Large Growth |
| EGWAX | Allspring Discovery Small Cap Gr Gr A | 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 |
| EGWDX | Allspring Discovery Small Cap Gr Adm | 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 |
| EHLS | Even Herd Long Short ETF | Owns companies we recommend for divestment | 4 | 4 | 5 | 6 | X | Long-Short Equity |
| EHSTX | Eaton Vance Large-Cap Value A | Owns companies we recommend for divestment | 2 | 3 | 3 | 2 | X | Large Value |
| EICCX | EIC Value C | Owns companies we recommend for divestment | 1 | 0 | 5 | 3 | X | Large Value |
| EICGX | Eaton Vance Greater China Growth I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
| EICIX | EIC Value Institutional | Owns companies we recommend for divestment | 1 | 0 | 5 | 3 | X | Large Value |
| 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 |
| EICVX | EIC Value A | Owns companies we recommend for divestment | 1 | 0 | 5 | 3 | X | Large Value |
| EIDIX | Eaton Vance Global Equity Income I | Owns companies we recommend for divestment | 1 | 4 | 5 | 4 | X | Global Large-Stock Blend |
| EIDO | iShares MSCI Indonesia ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Miscellaneous Region |
| EIEAX | Eaton Vance Tax-Managed Eq Aset Allc I | Owns companies we recommend for divestment | 24 | 15 | 44 | 24 | X | Aggressive Allocation |
| EIEMX | Parametric Emerging Markets I | Owns companies we recommend for divestment | 2 | 1 | 7 | 1 | X | Diversified Emerging Mkts |
| EIERX | Eaton Vance Stock I | Owns companies we recommend for divestment | 1 | 3 | 3 | 6 | X | Large Blend |
| EIFGX | Eaton Vance Focused Growth Opps I | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 5 | X | Large Growth |
| EIFVX | Eaton Vance Focused Value Opps I | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 2 | X | Large Value |
| 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 |
| EIIFX | Eaton Vance Balanced I | Owns companies we recommend for divestment | 1 | 3 | 3 | 6 | X | Moderate Allocation |
| EIISX | Parametric International Equity I | Owns companies we recommend for divestment | 13 | 3 | 29 | 9 | X | Foreign Large Blend |
| EILAX | Eaton Vance International Small-Cap A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
| EILGX | Eaton Vance Atlanta Capital Focused Gr I | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 3 | X | Large Growth |
| EILIX | Eaton Vance International Small-Cap I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
| EILVX | Eaton Vance Large-Cap Value I | Owns companies we recommend for divestment | 2 | 3 | 3 | 2 | X | Large Value |
| EIMGX | Eaton Vance Tx-Mgd Small-Cap I | Owns companies we recommend for divestment | 1 | 2 | 1 | 2 | X | Small Growth |
| EINC | VanEck Energy Income ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Energy Limited Partnership |
| EIPDX | Parametric Dividend Income I | Owns companies we recommend for divestment | 6 | 8 | 9 | 9 | X | Mid-Cap Value |
| 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 |
| EIPI | FT Energy Income Ptnrs Enh Inc ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Derivative Income |
| 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 |
| EIPTX | UBS Engage For Impact P2 | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Global Large-Stock Blend |
| EIPX | FT Energy Income Partners Strategy ETF | Owns companies we recommend for divestment | 1 | 0 | 3 | 0 | X | Equity Energy |
| EIRL | iShares MSCI Ireland ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Miscellaneous Region |
| EIS | iShares MSCI Israel ETF | Owns companies we recommend for divestment | 27 | 2 | 39 | 2 | X | Miscellaneous Region |
| EISAX | Carillon ClariVest Intl Stock A | Owns companies we recommend for divestment | 7 | 2 | 14 | 3 | X | Foreign Large Value |
| EISDX | Carillon ClariVest Intl Stock C | Owns companies we recommend for divestment | 7 | 2 | 14 | 3 | X | Foreign Large Value |
| EISGX | Eaton Vance Small-Cap I | Owns companies we recommend for divestment | 1 | 2 | 1 | 2 | X | Small Growth |
| EISIX | Carillon ClariVest Intl Stock I | Owns companies we recommend for divestment | 7 | 2 | 14 | 3 | X | Foreign Large Value |
| EISMX | Eaton Vance Atlanta Capital SMID-Cap I | Owns companies we recommend for divestment | 2 | 1 | 0 | 4 | X | Mid-Cap Blend |
| EISVX | Carillon ClariVest Intl Stock R6 | Owns companies we recommend for divestment | 7 | 2 | 14 | 3 | X | Foreign Large Value |
| EITEX | Parametric Tax-Managed Emerg Mkt I | Owns companies we recommend for divestment | 2 | 1 | 6 | 1 | X | Diversified Emerging Mkts |
| EITGX | Eaton Vance Tx-Mgd Growth 1.2 I | Owns companies we recommend for divestment | 8 | 9 | 14 | 12 | X | Large Blend |
| EITMX | Eaton Vance Tx-Mgd Growth 1.1 I | Owns companies we recommend for divestment | 8 | 9 | 14 | 12 | X | Large Blend |
| EITVX | Eaton Vance Tx-Mgd Value I | Owns companies we recommend for divestment | 2 | 1 | 4 | 3 | X | Large Value |
| EIUTX | Eaton Vance Dividend Builder I | Owns companies we recommend for divestment | 3 | 3 | 4 | 4 | X | Large Value |
| EIVAX | Allspring Special Large Cap Value A | Owns companies we recommend for divestment | 3 | 5 | 7 | 7 | X | Large Value |
| EIVCX | Allspring Special Large Cap Value C | Owns companies we recommend for divestment | 3 | 5 | 7 | 7 | X | Large Value |
| EIVDX | Allspring Special Large Cap Value Admin | Owns companies we recommend for divestment | 3 | 5 | 7 | 7 | X | Large Value |
| EIVFX | Allspring Special Large Cap Value R6 | Owns companies we recommend for divestment | 3 | 5 | 7 | 7 | X | Large Value |
| EIVIX | Allspring Special Large Cap Value Inst | Owns companies we recommend for divestment | 3 | 5 | 7 | 7 | X | Large Value |
| EIVPX | Parametric Volatil Risk Prm-Defensv I | Owns companies we recommend for divestment | 5 | 8 | 12 | 10 | X | Equity Hedged |
| EKBAX | Allspring Diversified Cap Bldr A | Owns companies we recommend for divestment | 4 | 2 | 5 | 7 | X | Moderately Aggressive Allocation |
| EKBCX | Allspring Diversified Cap Bldr C | Owns companies we recommend for divestment | 4 | 2 | 5 | 7 | X | Moderately Aggressive Allocation |
| EKBDX | Allspring Diversified Cap Bldr Adm | Owns companies we recommend for divestment | 4 | 2 | 5 | 7 | X | Moderately Aggressive Allocation |
| EKBYX | Allspring Diversified Cap Bldr Inst | Owns companies we recommend for divestment | 4 | 2 | 5 | 7 | X | Moderately Aggressive Allocation |
| EKG | First Trust Nasdaq Lux Dgtl Hlth SoluETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Health |
| EKGAX | Allspring Special Global Small Cap A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Global Small/Mid Stock |
| EKGCX | Allspring Special Global Small Cap C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Global Small/Mid Stock |
| EKGIX | Allspring Special Global Small Cap Inst | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Global Small/Mid Stock |
| EKGYX | Allspring Special Global Small Cap Admin | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Global Small/Mid Stock |
| EKJAX | Allspring Premier Large Co Gr A | Owns companies we recommend for divestment | 2 | 3 | 5 | 5 | X | Large Growth |
| EKJCX | Allspring Premier Large Co Gr C | Owns companies we recommend for divestment | 2 | 3 | 5 | 5 | X | Large Growth |
| EKJFX | Allspring Premier Large Co Gr R6 | Owns companies we recommend for divestment | 2 | 3 | 5 | 5 | X | Large Growth |
| EKJYX | Allspring Premier Large Co Gr Inst | Owns companies we recommend for divestment | 2 | 3 | 5 | 5 | X | Large Growth |
| EKWAX | Allspring Precious Metals A | 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 |
| EKWDX | Allspring Precious Metals Admin | 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 |
| ELCIX | Eaton Vance Growth I | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 4 | 7 | X | Large Growth |
| ELCRX | Eaton Vance Growth R | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 4 | 7 | X | Large Growth |
| ELCV | Eventide High Dividend ETF | Owns companies we recommend for divestment | 2 | 3 | 1 | 3 | X | Large Value |
| ELDFX | Elfun Diversified | Owns companies we recommend for divestment | 18 | 20 | 28 | 26 | X | Moderately Aggressive Allocation |
| ELFNX | Elfun Trusts | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 5 | 6 | X | Large Blend |
| ELGAX | Columbia Select Large Cap Growth A | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 3 | X | Large Growth |
| ELMCX | Lord Abbett Emerging Markets Equity C | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Diversified Emerging Mkts |
| ELMFX | Lord Abbett Emerging Markets Equity F | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Diversified Emerging Mkts |
| EMAAX | Gabelli Entpr Mergers & Acquisitions A | Owns companies we recommend for divestment | 1 | 3 | 2 | 3 | X | Event Driven |
| EMACX | Gabelli Entpr Mergers & Acquisitions C | Owns companies we recommend for divestment | 1 | 3 | 2 | 3 | X | Event Driven |
| EMAYX | Gabelli Entpr Mergers & Acquisitions Y | Owns companies we recommend for divestment | 1 | 3 | 2 | 3 | X | Event Driven |
| 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 |
| 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 |
| EMCR | Xtrackers EM CarbReduc&ClimtImprvs ETF | Owns companies we recommend for divestment | 1 | 0 | 4 | 0 | V | Diversified Emerging Mkts |
| EMCS | Xtrackers MSCI EMs Climate Selection ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Diversified Emerging Mkts |
| EMDM | First Trust Bloomberg Emr Mkt Dem ETF | Owns companies we recommend for divestment | 1 | 0 | 2 | 0 | X | Diversified Emerging Mkts |
| EMDV | ProShares MSCI Emerg Mkts Div Growers | 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 |
| EMEQ | Macquarie Focused Emerging Mrkts Eq ETF | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| EMFIX | Ashmore Emerging Markets Equity Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| EMGAX | Allspring Emerging Markets Equity A | 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 |
| EMGDX | Allspring Emerging Markets Equity R6 | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| EMGEX | Emerging Markets Growth Fund F-3 | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| EMGF | iShares Em Mkts Eq Fac ETF | Owns companies we recommend for divestment | 1 | 0 | 4 | 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 |
| EMGRX | Nuveen Small Cap Select A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Small Blend |
| EMGYX | Allspring Emerging Markets Equity Adm | Owns companies we recommend for divestment | 1 | 0 | 1 | 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 |
| EMILX | Lord Abbett Emerging Markets Equity I | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Diversified Emerging Mkts |
| EMLP | First Trust North Amer Engy InfrasETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Energy Limited Partnership |
| 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 |
| EMMF | WisdomTree Emerging Markets Mltfctr | Owns companies we recommend for divestment | 1 | 0 | 2 | 0 | X | Diversified Emerging Mkts |
| EMOLX | Lord Abbett Emerging Markets Equity F3 | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Diversified Emerging Mkts |
| EMOT | First Trust S&P 500 Economic Moat ETF | Owns companies we recommend for divestment | 1 | 6 | 5 | 5 | X | Large Blend |
| EMPTX | UBS Emerging Markets Equity Opp P2 | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| EMQAX | Ashmore Emerging Markets Active Eq A | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| EMQCX | Ashmore Emerging Markets Active Eq C | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| EMQIX | Ashmore Emerging Markets Active Eq Instl | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| EMQQ | EMQQ The Emerging Markets Internet ETF | 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 |
| EMREX | JPMorgan Emerging Mkts Rsrch Enh Eq I | Owns companies we recommend for divestment | 2 | 0 | 5 | 0 | X | Diversified Emerging Mkts |
| EMRGX | Emerging Markets Growth Fund M | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| EMRIX | VanEck Emerging Markets I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| EMRSX | JPMorgan Emerging Mkts Rsrch Enh Eq R6 | Owns companies we recommend for divestment | 2 | 0 | 5 | 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 |
| EMSF | Matthews Emerging Markets Sus Fut ActETF | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Diversified Emerging Mkts |
| EMSLX | Shelton Emerging Markets Investor | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| EMSQX | Shelton Emerging Markets Institutiona | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| EMWLX | Lord Abbett Emerging Markets Equity R6 | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | 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 |
| EMXC | iShares MSCI Emerging Mkts ex China ETF | Owns companies we recommend for divestment | 1 | 0 | 6 | 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 |
| 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 |
| EMXIX | Ashmore Emerging Markets Eq ex Chn Inst | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| ENFR | Alerian Energy Infrastructure ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Energy Limited Partnership |
| ENHCX | Cullen Enhanced Equity Income C | Owns companies we recommend for divestment | 3 | 0 | 6 | 3 | X | Derivative Income |
| ENHNX | Cullen Enhanced Equity Income I | Owns companies we recommend for divestment | 3 | 0 | 6 | 3 | X | Derivative Income |
| ENHRX | Cullen Enhanced Equity Income Retail | Owns companies we recommend for divestment | 3 | 0 | 6 | 3 | X | Derivative Income |
| ENOR | iShares MSCI Norway ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Miscellaneous Region |
| ENTIX | ERShares Global Entrepreneurs™ Instl | Owns companies we recommend for divestment | 1 | 1 | 5 | 3 | X | Global Large-Stock Growth |
| ENZL | iShares MSCI New Zealand ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Miscellaneous Region |
| EPASX | EP Emerging Markets A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| EPDIX | EuroPac International Dividend Income I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Large Value |
| EPDPX | EuroPac International Dividend Income A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Large Value |
| EPEIX | EP Emerging Markets I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| EPGAX | Fidelity Advisor Equity Growth A | Owns companies we recommend for divestment | 2 | 2 | 6 | 7 | X | Large Growth |
| EPGCX | Fidelity Advisor Equity Growth C | Owns companies we recommend for divestment | 2 | 2 | 6 | 7 | X | Large Growth |
| 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 |
| EPHE | iShares MSCI Philippines ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Miscellaneous Region |
| EPI | WisdomTree India Earnings ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | India Equity |
| EPIVX | EuroPac International Value A | Owns companies we recommend for divestment | 1 | 1 | 0 | 0 | X | Foreign Large Value |
| EPLBX | NYLI Epoch U.S. Equity Yield Class B | Owns companies we recommend for divestment | 5 | 4 | 8 | 8 | X | Large Value |
| EPLCX | NYLI Epoch U.S. Equity Yield Class I | Owns companies we recommend for divestment | 5 | 4 | 8 | 8 | X | Large Value |
| EPLDX | NYLI Epoch U.S. Equity Yield Class R6 | Owns companies we recommend for divestment | 5 | 4 | 8 | 8 | X | Large Value |
| EPLIX | NYLI Epoch U.S. Equity Yield Inv Class | Owns companies we recommend for divestment | 5 | 4 | 8 | 8 | X | Large Value |
| EPLKX | NYLI Epoch U.S. Equity Yield Class C | Owns companies we recommend for divestment | 5 | 4 | 8 | 8 | X | Large Value |
| EPLMX | NYLI Epoch U.S. Equity Yield SIMPLE Cl | Owns companies we recommend for divestment | 5 | 4 | 8 | 8 | X | Large Value |
| EPLPX | NYLI Epoch U.S. Equity Yield Class A | Owns companies we recommend for divestment | 5 | 4 | 8 | 8 | X | Large Value |
| EPOL | iShares MSCI Poland ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 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 |
| EPRF | Innovator S&P Investment Grade Prfrd ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Preferred Stock |
| EPS | WisdomTree US Earnings 500 ETF | Owns companies we recommend for divestment | 19 | 18 | 24 | 27 | X | Large Value |
| EPSIX | NYLI Epoch Global Equity Yield Inv Class | Owns companies we recommend for divestment | 6 | 5 | 11 | 8 | X | Global Large-Stock Value |
| EPSKX | NYLI Epoch Global Equity Yield Class C | Owns companies we recommend for divestment | 6 | 5 | 11 | 8 | X | Global Large-Stock Value |
| EPSPX | NYLI Epoch Global Equity Yield Class A | Owns companies we recommend for divestment | 6 | 5 | 11 | 8 | X | Global Large-Stock Value |
| EPSRX | NYLI Epoch Global Equity Yield Class R6 | Owns companies we recommend for divestment | 6 | 5 | 11 | 8 | X | Global Large-Stock Value |
| EPSYX | NYLI Epoch Global Equity Yield Class I | Owns companies we recommend for divestment | 6 | 5 | 11 | 8 | X | Global Large-Stock Value |
| EPU | iShares MSCI Peru ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Miscellaneous Region |
| EPVIX | EuroPac International Value I | Owns companies we recommend for divestment | 1 | 1 | 0 | 0 | X | Foreign Large Value |
| EQAL | Invesco Russell 1000 Equal Weight ETF | Owns companies we recommend for divestment | 23 | 28 | 33 | 37 | X | Mid-Cap Blend |
| EQIAX | Allspring Emerging Markets Eq Inc A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| EQICX | Allspring Emerging Markets Eq Inc C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| EQIDX | Allspring Emerging Markets Eq Inc Adm | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| EQIIX | Allspring Emerging Markets Eq Inc Inst | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| EQIN | Columbia US Equity Income ETF | Owns companies we recommend for divestment | 5 | 3 | 9 | 7 | X | Large Value |
| EQIRX | Allspring Emerging Markets Eq Inc R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| EQL | ALPS Equal Sector Weight ETF | Owns companies we recommend for divestment | 18 | 20 | 28 | 26 | X | Large Value |
| EQLT | iShares MSCI Emerging Mkts Qual Fac ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| EQNAX | MFS Equity Income A | Owns companies we recommend for divestment | 5 | 5 | 7 | 6 | X | Large Value |
| EQNBX | MFS Equity Income B | Owns companies we recommend for divestment | 5 | 5 | 7 | 6 | X | Large Value |
| EQNCX | MFS Equity Income C | Owns companies we recommend for divestment | 5 | 5 | 7 | 6 | X | Large Value |
| EQNIX | MFS Equity Income I | Owns companies we recommend for divestment | 5 | 5 | 7 | 6 | X | Large Value |
| EQNRX | MFS Equity Income R1 | Owns companies we recommend for divestment | 5 | 5 | 7 | 6 | X | Large Value |
| EQNSX | MFS Equity Income R2 | Owns companies we recommend for divestment | 5 | 5 | 7 | 6 | X | Large Value |
| EQNTX | MFS Equity Income R3 | Owns companies we recommend for divestment | 5 | 5 | 7 | 6 | X | Large Value |
| EQNUX | MFS Equity Income R4 | Owns companies we recommend for divestment | 5 | 5 | 7 | 6 | X | Large Value |
| EQNVX | MFS Equity Income R6 | Owns companies we recommend for divestment | 5 | 5 | 7 | 6 | X | Large Value |
| EQPGX | Fidelity Advisor Equity Growth I | Owns companies we recommend for divestment | 2 | 2 | 6 | 7 | X | Large Growth |
| EQPIX | Fidelity Advisor Equity Income I | Owns companies we recommend for divestment | 2 | 4 | 5 | 6 | X | Large Value |
| EQRR | ProShares Equities for Rising Rates ETF | Owns companies we recommend for divestment | 1 | 2 | 3 | 1 | X | Mid-Cap Value |
| EQTIX | Shelton Equity Income Investor | Owns companies we recommend for divestment | 4 | 7 | 14 | 10 | X | Derivative Income |
| EQTKX | Shelton Equity Income Class K | Owns companies we recommend for divestment | 4 | 7 | 14 | 10 | X | Derivative Income |
| EQTY | Kovitz Core Equity ETF | Owns companies we recommend for divestment | 1 | 4 | 5 | 8 | X | Large Blend |
| EQWL | Invesco S&P 100 Equal Weight ETF | Owns companies we recommend for divestment | 7 | 10 | 18 | 15 | X | Large Value |
| ERASX | Eaton Vance Atlanta Capital SMID-Cap R6 | Owns companies we recommend for divestment | 2 | 1 | 0 | 4 | X | Mid-Cap Blend |
| ERBAX | Eaton Vance Richard Bernstein Eq Strat A | Owns companies we recommend for divestment | 13 | 8 | 25 | 18 | X | Global Large-Stock Blend |
| ERBCX | Eaton Vance Richard Bernstein Eq Strat C | Owns companies we recommend for divestment | 13 | 8 | 25 | 18 | X | Global Large-Stock Blend |
| ERBIX | Eaton Vance Richard Bernstein Eq Strat I | Owns companies we recommend for divestment | 13 | 8 | 25 | 18 | X | Global Large-Stock Blend |
| EREMX | Parametric Emerging Markets R6 | Owns companies we recommend for divestment | 2 | 1 | 7 | 1 | X | Diversified Emerging Mkts |
| 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 |
| 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 |
| ERIFX | Eaton Vance Balanced R | Owns companies we recommend for divestment | 1 | 3 | 3 | 6 | X | Moderate Allocation |
| ERISX | Parametric International Equity R | Owns companies we recommend for divestment | 13 | 3 | 29 | 9 | X | Foreign Large Blend |
| ERLGX | Eaton Vance Atlanta Capital Fcs Gr R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 3 | X | Large Growth |
| ERLVX | Eaton Vance Large-Cap Value R6 | Owns companies we recommend for divestment | 2 | 3 | 3 | 2 | X | Large Value |
| ERNZ | TrueShares Active Yield ETF | Owns companies we recommend for divestment | 1 | 3 | 0 | 1 | X | Moderately Aggressive Allocation |
| ERSGX | Eaton Vance Small-Cap R | Owns companies we recommend for divestment | 1 | 2 | 1 | 2 | X | Small Growth |
| ERSMX | Eaton Vance Atlanta Capital SMID-Cap R | Owns companies we recommend for divestment | 2 | 1 | 0 | 4 | X | Mid-Cap Blend |
| ERSTX | Eaton Vance Large-Cap Value R | Owns companies we recommend for divestment | 2 | 3 | 3 | 2 | X | Large Value |
| ERTH | Invesco MSCI Sustainable Future ETF | Owns companies we recommend for divestment | 1 | 0 | 6 | 0 | V | Global Large-Stock Growth |
| ERX | Direxion Daily Energy Bull 2X ETF | Owns companies we recommend for divestment | 2 | 0 | 3 | 0 | X | Trading--Leveraged Equity |
| ESAGX | Ashmore Emerging Markets Equity ESG A | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Diversified Emerging Mkts |
| ESCFX | 1290 Essex Small Cap Growth A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| ESCGX | Ashmore Emerging Markets Equity ESG C | Owns no companies in our database | 0 | 0 | 0 | 0 | V | 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 |
| 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 |
| ESCQX | Embark Small Cap Equity Retirement | Owns companies we recommend for divestment | 2 | 5 | 1 | 5 | X | Small Blend |
| ESCWX | Embark Small Cap Equity Institutional | Owns companies we recommend for divestment | 2 | 5 | 1 | 5 | X | Small Blend |
| ESEAX | Eaton Vance Atlanta Capital Sel Eq A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 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 | 0 | 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 | 0 | 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 | 0 | 1 | 3 | X | Large Growth |
| ESG | FlexShares STOXX US ESG Select ETF | Owns companies we recommend for divestment | 3 | 16 | 13 | 10 | V | Large Blend |
| ESGCX | Mirova Global Sustainable Equity C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 5 | V | Global Large-Stock Growth |
| ESGD | iShares ESG Aware MSCI EAFE ETF | Owns companies we recommend for divestment | 9 | 3 | 17 | 8 | V | Foreign Large Blend |
| ESGE | iShares ESG Aware MSCI EM ETF | Owns companies we recommend for divestment | 2 | 0 | 2 | 0 | V | Diversified Emerging Mkts |
| ESGEX | Reynders McVeigh Core Equity Instl | Owns companies we recommend for divestment | 0 | 1 | 3 | 4 | V | Global Large-Stock Growth |
| ESGG | FlexShares STOXX Glbl ESG Select ETF | Owns companies we recommend for divestment | 4 | 14 | 23 | 11 | V | Global Large-Stock Blend |
| ESGIX | Dana Epiphany Equity Inst | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 6 | 5 | X | Large Blend |
| ESGMX | Mirova Global Sustainable Equity A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 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 | 0 | 5 | V | Global Large-Stock Growth |
| ESGU | iShares ESG Aware MSCI USA ETF | Owns companies we recommend for divestment | 9 | 12 | 19 | 15 | V | Large Blend |
| ESGV | Vanguard ESG US Stock ETF | Owns companies we recommend for divestment | 8 | 26 | 25 | 24 | V | Large Blend |
| ESGX | Tuttle Capital Shareholders Fst Idx ETF | Owns companies we recommend for divestment | 1 | 1 | 1 | 2 | X | Large Blend |
| ESGYX | Mirova Global Sustainable Equity Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 5 | V | Global Large-Stock Growth |
| ESIFX | Eaton Vance Balanced R6 | Owns companies we recommend for divestment | 1 | 3 | 3 | 6 | X | Moderate Allocation |
| ESIGX | Ashmore Emerging Markets Equity ESG Ins | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Diversified Emerging Mkts |
| ESISX | Parametric International Equity R6 | Owns companies we recommend for divestment | 13 | 3 | 29 | 9 | X | Foreign Large Blend |
| ESIX | SPDR S&P SmallCap 600 ESG ETF | Owns companies we recommend for divestment | 2 | 3 | 4 | 3 | V | Small Blend |
| 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 |
| ESML | iShares ESG Aware MSCI USA Small-Cap ETF | Owns companies we recommend for divestment | 3 | 10 | 7 | 10 | V | Small Blend |
| ESMSX | Invesco EQV Euro Small Company R6 | Owns companies we recommend for divestment | 1 | 1 | 1 | 0 | X | Europe Stock |
| ESMV | iShares ESG MSCI USA Min Vol Factor ETF | Owns companies we recommend for divestment | 5 | 8 | 9 | 9 | V | Large Blend |
| ESMYX | Invesco EQV Euro Small Company Y | Owns companies we recommend for divestment | 1 | 1 | 1 | 0 | X | Europe Stock |
| ESN | Essential 40 Stock ETF | Owns companies we recommend for divestment | 2 | 7 | 8 | 6 | X | Large Blend |
| ESPAX | Allspring Special Small Cap Value A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Small Value |
| ESPCX | Allspring Special Small Cap Value C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Small Value |
| ESPIX | Allspring Special Small Cap Value Adm | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Small Value |
| ESPNX | Allspring Special Small Cap Value Inst | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Small Value |
| ESPO | VanEck Vdo Gaming and eSprts ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Communications |
| ESPRX | Allspring Special Small Cap Value R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Small Value |
| ESPTX | UBS International Sustainable Equity P2 | Owns companies we recommend for divestment | 1 | 1 | 2 | 2 | V | Foreign Large Blend |
| 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 |
| ETADX | Eventide Dividend Growth A | Owns companies we recommend for divestment | 1 | 4 | 1 | 4 | V | Mid-Cap Blend |
| ETAEX | Eventide Exponential Technologies A | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Technology |
| ETAGX | Eventide Gilead A | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Mid-Cap Growth |
| ETAHX | Eventide Healthcare & Life Sciences A | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Health |
| ETAMX | Eventide Balanced Fund Class A | Owns companies we recommend for divestment | 1 | 4 | 1 | 4 | V | Moderate Allocation |
| ETCDX | Eventide Dividend Growth C | Owns companies we recommend for divestment | 1 | 4 | 1 | 4 | V | Mid-Cap Blend |
| ETCEX | Eventide Exponential Technologies C | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Technology |
| ETCGX | Eventide Gilead C | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Mid-Cap Growth |
| ETCHX | Eventide Healthcare & Life Sciences C | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Health |
| ETCMX | Eventide Balanced Fund Class C | Owns companies we recommend for divestment | 1 | 4 | 1 | 4 | V | Moderate Allocation |
| ETEC | iShares Breakthrough Envirtl Sol ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | V | Technology |
| ETEGX | Eaton Vance Small-Cap A | Owns companies we recommend for divestment | 1 | 2 | 1 | 2 | X | Small Growth |
| ETGIX | Eaton Vance Greater India A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | India Equity |
| ETGLX | Eventide Gilead N | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Mid-Cap Growth |
| 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 |
| 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 |
| ETIDX | Eventide Dividend Growth I | Owns companies we recommend for divestment | 1 | 4 | 1 | 4 | V | Mid-Cap Blend |
| ETIEX | Eventide Exponential Technologies I | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Technology |
| ETIHX | Eventide Healthcare & Life Sciences I | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Health |
| ETILX | Eventide Gilead I | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Mid-Cap Growth |
| ETIMX | Eventide Balanced Fund Class I | Owns companies we recommend for divestment | 1 | 4 | 1 | 4 | V | Moderate Allocation |
| ETLAX | Eventide Large Cap Focus A | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Large Blend |
| ETLCX | Eventide Large Cap Focus C | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Large Blend |
| ETLIX | Eventide Large Cap Focus I | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Large Blend |
| ETLNX | Eventide Large Cap Focus N | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Large Blend |
| ETMGX | Eaton Vance Tx-Mgd Small-Cap A | Owns companies we recommend for divestment | 1 | 2 | 1 | 2 | X | Small Growth |
| ETNDX | Eventide Dividend Growth N | Owns companies we recommend for divestment | 1 | 4 | 1 | 4 | V | Mid-Cap Blend |
| ETNEX | Eventide Exponential Technologies N | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Technology |
| ETNHX | Eventide Healthcare & Life Sciences N | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Health |
| ETNMX | Eventide Balanced Fund Class N | Owns companies we recommend for divestment | 1 | 4 | 1 | 4 | V | Moderate Allocation |
| ETTGX | Eaton Vance Tx-Mgd Growth 1.1 A | Owns companies we recommend for divestment | 8 | 9 | 14 | 12 | X | Large Blend |
| EUAD | Select STOXX Europe Aersspc & Defns ETF | Owns companies we recommend for divestment | 4 | 0 | 3 | 2 | X | Industrials |
| EUDG | WisdomTree Europe Quality Div Gr ETF | Owns companies we recommend for divestment | 3 | 0 | 7 | 3 | X | Europe Stock |
| EUDV | ProShares MSCI Europe Dividend Gr ETF | Owns companies we recommend for divestment | 1 | 1 | 2 | 1 | X | Europe Stock |
| EUFN | iShares MSCI Europe Financials ETF | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Financial |
| 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 |
| 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 |
| 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 |
| EUSA | iShares MSCI USA Equal Weighted ETF | Owns companies we recommend for divestment | 20 | 20 | 29 | 29 | X | Mid-Cap Blend |
| EUSC | WisdomTree Europe Hedged SmallCap Eq ETF | Owns companies we recommend for divestment | 1 | 0 | 4 | 0 | X | Europe Stock |
| EUSM | Eventide US Market ETF | Owns companies we recommend for divestment | 2 | 5 | 3 | 5 | X | Large Blend |
| EV | Mast Global Battery Rcyclng & Prdctn ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Natural Resources |
| EVCGX | Eaton Vance Greater China Growth A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
| EVDAX | Camelot Event Driven A | Owns companies we recommend for divestment | 1 | 1 | 1 | 0 | X | Event Driven |
| EVDIX | Camelot Event Driven Institutional | Owns companies we recommend for divestment | 1 | 1 | 1 | 0 | X | Event Driven |
| EVIFX | Eaton Vance Balanced A | Owns companies we recommend for divestment | 1 | 3 | 3 | 6 | X | Moderate Allocation |
| EVLU | iShares MSCI Emerging Mkts Val Fac ETF | Owns companies we recommend for divestment | 2 | 0 | 3 | 0 | X | Diversified Emerging Mkts |
| EVSAX | Allspring Disciplined US Core A | Owns companies we recommend for divestment | 9 | 10 | 17 | 15 | X | Large Blend |
| EVSIX | Allspring Disciplined US Core Inst | Owns companies we recommend for divestment | 9 | 10 | 17 | 15 | X | Large Blend |
| EVSRX | Allspring Disciplined US Core R6 | Owns companies we recommend for divestment | 9 | 10 | 17 | 15 | X | Large Blend |
| EVSTX | Allspring Disciplined US Core C | Owns companies we recommend for divestment | 9 | 10 | 17 | 15 | X | Large Blend |
| EVSYX | Allspring Disciplined US Core Admin | Owns companies we recommend for divestment | 9 | 10 | 17 | 15 | X | Large Blend |
| EVTMX | Eaton Vance Dividend Builder A | Owns companies we recommend for divestment | 3 | 3 | 4 | 4 | X | Large 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 |
| EVUCX | Allspring Util and Telecomms C | 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 |
| EVUS | iShares ESG Aware MSCI USA Value ETF | Owns companies we recommend for divestment | 6 | 8 | 12 | 8 | V | Large Value |
| EVUYX | Allspring Util and Telecomms Inst | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 0 | X | Utilities |
| EVX | VanEck Environmental Svcs ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Industrials |
| EWA | iShares MSCI Australia ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Miscellaneous Region |
| EWC | iShares MSCI Canada ETF | Owns companies we recommend for divestment | 1 | 2 | 1 | 1 | X | Miscellaneous Region |
| EWD | iShares MSCI Sweden ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 4 | 0 | X | Miscellaneous Region |
| EWG | iShares MSCI Germany ETF | Owns companies we recommend for divestment | 1 | 0 | 3 | 0 | X | Miscellaneous Region |
| EWH | iShares MSCI Hong Kong ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
| EWI | iShares MSCI Italy ETF | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Miscellaneous Region |
| EWJ | iShares MSCI Japan ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 6 | 3 | X | Japan Stock |
| EWJV | iShares MSCI Japan Value ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 3 | 3 | X | Japan Stock |
| EWK | iShares MSCI Belgium ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Miscellaneous Region |
| EWL | iShares MSCI Switzerland ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 0 | X | Miscellaneous Region |
| EWM | iShares MSCI Malaysia ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Miscellaneous Region |
| EWMCX | Evercore Equity | Owns companies we recommend for divestment | 1 | 3 | 4 | 6 | X | Large Blend |
| EWN | iShares MSCI Netherlands ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Miscellaneous Region |
| EWO | iShares MSCI Austria ETF | Owns no companies in our database | 0 | 0 | 0 | 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 |
| EWQ | iShares MSCI France ETF | Owns companies we recommend for divestment | 2 | 2 | 1 | 3 | X | Miscellaneous Region |
| EWS | iShares MSCI Singapore ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Miscellaneous Region |
| EWT | iShares MSCI Taiwan ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
| EWU | iShares MSCI United Kingdom ETF | Owns companies we recommend for divestment | 3 | 1 | 2 | 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 |
| EWW | iShares MSCI Mexico ETF | Owns companies we recommend for divestment | 1 | 0 | 2 | 0 | X | Miscellaneous Region |
| EWX | SPDR® S&P Emerging Markets Small Cap ETF | Owns companies we recommend for divestment | 1 | 1 | 4 | 1 | X | Diversified Emerging Mkts |
| 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 |
| 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 |
| EXEYX | Manning & Napier Equity Series S | Owns companies we recommend for divestment | 2 | 2 | 5 | 9 | X | Large Growth |
| EXHAX | Manning & Napier Pro-Blend Max Term S | Owns companies we recommend for divestment | 10 | 5 | 16 | 13 | X | Aggressive Allocation |
| EXI | iShares Global Industrials ETF | Owns companies we recommend for divestment | 16 | 2 | 21 | 15 | X | Industrials |
| EXOSX | Manning & Napier Overseas Series I | Owns companies we recommend for divestment | 2 | 0 | 2 | 1 | X | Foreign Large Growth |
| EXTGX | Eaton Vance Tx-Mgd Growth 1.2 A | Owns companies we recommend for divestment | 8 | 9 | 14 | 12 | X | Large 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 |
| EZA | iShares MSCI South Africa ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Miscellaneous Region |
| EZM | WisdomTree U.S. MidCap Earnings ETF | Owns companies we recommend for divestment | 5 | 11 | 4 | 12 | X | Small Value |
| EZTGX | Eaton Vance Tx-Mgd Growth 1.2 C | Owns companies we recommend for divestment | 8 | 9 | 14 | 12 | X | Large Blend |
| EZU | iShares MSCI Eurozone ETF | Owns companies we recommend for divestment | 4 | 2 | 6 | 3 | X | Europe Stock |
| FAAIX | Fidelity Advisor Asset Manager 70% I | Owns companies we recommend for divestment | 12 | 12 | 26 | 15 | X | Moderately Aggressive Allocation |
| FAASX | Fidelity Advisor Asset Manager 70% A | Owns companies we recommend for divestment | 12 | 12 | 26 | 15 | X | Moderately Aggressive Allocation |
| FAB | First Trust Multi Cap Val AlphaDEX® ETF | Owns companies we recommend for divestment | 11 | 14 | 16 | 18 | X | Mid-Cap Value |
| FACDX | Fidelity Advisor Health Care A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Health |
| FACEX | Frost Growth Equity Investor | Owns companies we recommend for divestment | 1 | 3 | 7 | 5 | X | Large Growth |
| FACGX | Fidelity Advisor Growth Opps C | Owns companies we recommend for divestment | 4 | 5 | 8 | 7 | X | Large Growth |
| FACNX | Fidelity Advisor Canada A | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Miscellaneous Region |
| FACPX | Fidelity Advisor Consumer Discret M | Owns companies we recommend for divestment | 1 | 5 | 4 | 3 | X | Consumer Cyclical |
| FACSX | Nuveen Mid Cap Value 1 C | Owns companies we recommend for divestment | 2 | 0 | 3 | 1 | X | Mid-Cap Value |
| FACTX | Fidelity Advisor Health Care M | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Health |
| FAD | First Trust Multi Cap Gr AlphaDEX® ETF | Owns companies we recommend for divestment | 8 | 11 | 13 | 15 | X | Mid-Cap Growth |
| FADAX | Fidelity Advisor Dividend Growth A | Owns companies we recommend for divestment | 4 | 2 | 8 | 5 | X | Large Blend |
| FADCX | Fidelity Advisor Diversified Intl C | Owns companies we recommend for divestment | 4 | 1 | 6 | 4 | X | Foreign Large Growth |
| FADIX | Fidelity Advisor Diversified Intl M | Owns companies we recommend for divestment | 4 | 1 | 6 | 4 | X | Foreign Large Growth |
| FADTX | Fidelity Advisor Technology A | Owns companies we recommend for divestment | 1 | 2 | 5 | 5 | X | Technology |
| FAEGX | Fidelity Advisor Equity Growth M | Owns companies we recommend for divestment | 2 | 2 | 6 | 7 | X | Large Growth |
| FAERX | Fidelity Advisor Overseas M | Owns companies we recommend for divestment | 2 | 1 | 5 | 4 | X | Foreign Large Growth |
| FAETX | American Funds 2030 Trgt Date Retire F1 | Owns companies we recommend for divestment | 27 | 26 | 42 | 33 | X | Target-Date 2030 |
| FAEVX | Fidelity Advisor Equity Value Z | Owns companies we recommend for divestment | 3 | 4 | 7 | 5 | X | Large Value |
| FAFCX | Fidelity Advisor Financials C | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Financial |
| FAFDX | Fidelity Advisor Financials A | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Financial |
| FAFEX | Fidelity Advisor Freedom 2030 A | Owns companies we recommend for divestment | 65 | 48 | 93 | 56 | X | Target-Date 2030 |
| FAFFX | Fidelity Advisor Freedom 2040 A | Owns companies we recommend for divestment | 65 | 48 | 93 | 56 | X | Target-Date 2040 |
| FAFGX | American Funds Growth Fund of Amer 529F2 | Owns companies we recommend for divestment | 10 | 12 | 16 | 15 | X | Large Growth |
| FAFSX | Fidelity Advisor Financials M | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Financial |
| FAGAX | Fidelity Advisor Growth Opps A | Owns companies we recommend for divestment | 4 | 5 | 8 | 7 | X | Large Growth |
| FAGCX | Fidelity Advisor Growth Opps I | Owns companies we recommend for divestment | 4 | 5 | 8 | 7 | X | Large Growth |
| FAGKX | Fidelity Growth Strategies K | Owns companies we recommend for divestment | 3 | 3 | 3 | 3 | X | Mid-Cap Growth |
| FAGNX | Fidelity Advisor Energy M | Owns companies we recommend for divestment | 2 | 0 | 3 | 0 | X | Equity Energy |
| FAGOX | Fidelity Advisor Growth Opps M | Owns companies we recommend for divestment | 4 | 5 | 8 | 7 | X | Large Growth |
| FAIDX | Fidelity Advisor International Discv A | Owns companies we recommend for divestment | 2 | 0 | 6 | 1 | X | Foreign Large Growth |
| FAIFX | American Funds Income Fund of Amer 529F2 | Owns companies we recommend for divestment | 10 | 8 | 11 | 9 | X | Moderately Aggressive Allocation |
| FAIRX | Fairholme | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Miscellaneous Sector |
| FAITX | American Funds 2050 Trgt Date Retire F1 | Owns companies we recommend for divestment | 26 | 27 | 43 | 33 | X | Target-Date 2050 |
| FAIVX | Fidelity Advisor Equity Value I | Owns companies we recommend for divestment | 3 | 4 | 7 | 5 | X | Large Value |
| FAJTX | American Funds 2055 Trgt Date Retire F1 | Owns companies we recommend for divestment | 26 | 25 | 43 | 33 | X | Target-Date 2055 |
| FAKDX | Kempner Multi-Cap Deep Value Investor | Owns companies we recommend for divestment | 2 | 2 | 3 | 3 | X | Large Value |
| FALAX | Fidelity Advisor Large Cap A | Owns companies we recommend for divestment | 6 | 5 | 14 | 12 | X | Large Blend |
| FALGX | Fidelity Advisor Large Cap M | Owns companies we recommend for divestment | 6 | 5 | 14 | 12 | X | Large Blend |
| FALIX | Fidelity Advisor Large Cap I | Owns companies we recommend for divestment | 6 | 5 | 14 | 12 | X | Large Blend |
| FAMDX | FAM Small Cap Institutional | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Small Growth |
| FAMEX | FAM Dividend Focus Fund Investor | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Mid-Cap Blend |
| FAMFX | FAM Small Cap Investor | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Small Growth |
| FAMKX | Fidelity Advisor Focused Em Mkts A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| FAMRX | Fidelity Asset Manager 85% | Owns companies we recommend for divestment | 12 | 12 | 26 | 15 | X | Aggressive Allocation |
| FAMVX | FAM Value Investor | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 1 | X | Mid-Cap Blend |
| FAMWX | FAM Value Institutional | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 1 | X | Mid-Cap Blend |
| FAN | First Trust Global Wind Energy ETF | Owns companies we recommend for divestment | 1 | 0 | 3 | 0 | V | Miscellaneous Sector |
| FANAX | Fidelity Advisor Energy A | 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 |
| 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 |
| FAOFX | Fidelity Advisor Series Growth Opps | Owns companies we recommend for divestment | 4 | 5 | 8 | 7 | X | Large Growth |
| FAOIX | Fidelity Advisor Overseas I | Owns companies we recommend for divestment | 2 | 1 | 5 | 4 | X | Foreign Large Growth |
| FAOOX | American Funds Invmt Co of Amer 529-F-3 | Owns companies we recommend for divestment | 9 | 7 | 16 | 14 | X | Large Blend |
| FAOSX | Fidelity Advisor Overseas Z | Owns companies we recommend for divestment | 2 | 1 | 5 | 4 | X | Foreign Large Growth |
| FAPCX | Fidelity Intl Cptl Apprec K6 | Owns companies we recommend for divestment | 4 | 0 | 6 | 2 | X | Foreign Large Growth |
| FAPHX | Fidelity Healthy Future | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 1 | V | Large Growth |
| FAPJX | Fidelity Advisor Healthy Future A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 1 | V | Large Growth |
| FAPKX | Fidelity Advisor Healthy Future C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 1 | V | Large Growth |
| FAPLX | Fidelity Advisor Healthy Future M | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 1 | V | Large Growth |
| FAPMX | Fidelity Advisor Healthy Future I | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 1 | V | Large Growth |
| FAPNX | Fidelity Advisor Healthy Future Z | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 1 | V | Large Growth |
| FAQIX | Nuveen Dividend Value I | Owns companies we recommend for divestment | 1 | 2 | 4 | 4 | X | Large Value |
| FAQTX | American Funds 2035 Trgt Date Retire F1 | Owns companies we recommend for divestment | 28 | 26 | 44 | 33 | X | Target-Date 2035 |
| FARCX | Nuveen Real Estate Securities I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| FARLX | FS Chiron Real Development A | Owns companies we recommend for divestment | 5 | 1 | 7 | 4 | X | Global Allocation |
| FARMX | Fidelity Agricultural Productivity | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 1 | X | Natural Resources |
| FAS | Direxion Daily Financial Bull 3X ETF | Owns companies we recommend for divestment | 2 | 3 | 1 | 2 | X | Trading--Leveraged Equity |
| FASDX | Fidelity Advisor Strategic Div & Inc A | Owns companies we recommend for divestment | 7 | 9 | 13 | 13 | X | Moderately Aggressive Allocation |
| FASEX | Nuveen Mid Cap Value 1 A | Owns companies we recommend for divestment | 2 | 0 | 3 | 1 | X | Mid-Cap Value |
| FASGX | Fidelity Asset Manager 70% | Owns companies we recommend for divestment | 12 | 12 | 26 | 15 | X | Moderately Aggressive Allocation |
| FASMX | Fidelity Asset Manager 50% | Owns companies we recommend for divestment | 12 | 12 | 26 | 15 | X | Moderate Allocation |
| FASOX | Fidelity Advisor Value Strategies I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 3 | 0 | X | Mid-Cap Value |
| FASPX | Fidelity Advisor Value Strategies M | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 3 | 0 | X | Mid-Cap Value |
| FATEX | Fidelity Advisor Technology M | Owns companies we recommend for divestment | 1 | 2 | 5 | 5 | X | Technology |
| FATHX | Fidelity Advisor Freedom 2035 A | Owns companies we recommend for divestment | 65 | 48 | 93 | 56 | X | Target-Date 2035 |
| FATIX | Fidelity Advisor Technology I | Owns companies we recommend for divestment | 1 | 2 | 5 | 5 | X | Technology |
| FATSX | American Funds 2070 Trgt Date Retire F1 | Owns companies we recommend for divestment | 26 | 25 | 43 | 33 | X | Target-Date 2065+ |
| FATTX | American Funds 2045 Trgt Date Retire F1 | Owns companies we recommend for divestment | 26 | 27 | 43 | 33 | X | Target-Date 2045 |
| FATWX | Fidelity Advisor Freedom 2025 A | Owns companies we recommend for divestment | 65 | 48 | 93 | 56 | X | Target-Date 2025 |
| FAUFX | Fidelity Advisor Utilities M | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Utilities |
| FAUTX | American Funds 2040 Trgt Date Retire F1 | Owns companies we recommend for divestment | 28 | 27 | 45 | 33 | X | Target-Date 2040 |
| FAUYX | Fidelity Freedom Index 2030 Premier II | Owns companies we recommend for divestment | 49 | 47 | 82 | 59 | X | Target-Date 2030 |
| FAVAX | Fidelity Advisor Equity Value A | Owns companies we recommend for divestment | 3 | 4 | 7 | 5 | X | Large Value |
| FAVCX | Fidelity Advisor Equity Value C | Owns companies we recommend for divestment | 3 | 4 | 7 | 5 | X | Large Value |
| FAVFX | Fidelity Advisor Value A | Owns companies we recommend for divestment | 2 | 2 | 8 | 2 | X | Mid-Cap Value |
| FAVNX | Fidelity Freedom Index 2035 Premier II | Owns companies we recommend for divestment | 49 | 47 | 82 | 59 | X | Target-Date 2035 |
| FAVOX | Fidelity Freedom Index 2040 Premier II | Owns companies we recommend for divestment | 49 | 47 | 82 | 59 | X | Target-Date 2040 |
| FAVPX | Fidelity Freedom Index 2045 Premier II | Owns companies we recommend for divestment | 49 | 47 | 82 | 59 | X | Target-Date 2045 |
| FAVQX | Fidelity Freedom Index 2050 Premier II | Owns companies we recommend for divestment | 49 | 47 | 82 | 59 | X | Target-Date 2050 |
| FAVRX | Fidelity Freedom Index 2055 Premier II | Owns companies we recommend for divestment | 49 | 47 | 82 | 59 | X | Target-Date 2055 |
| FAVTX | Fidelity Advisor Equity Value M | Owns companies we recommend for divestment | 3 | 4 | 7 | 5 | X | Large Value |
| FAVUX | Fidelity Freedom Index 2060 Premier II | Owns companies we recommend for divestment | 49 | 47 | 82 | 59 | X | Target-Date 2060 |
| FAVVX | Fidelity Freedom Index 2065 Premier II | Owns companies we recommend for divestment | 49 | 47 | 82 | 59 | X | Target-Date 2065+ |
| FAVWX | Fidelity Freedom Index 2070 Premier II | Owns companies we recommend for divestment | 49 | 47 | 82 | 59 | X | Target-Date 2065+ |
| FAWTX | American Funds 2060 Trgt Date Retire F1 | Owns companies we recommend for divestment | 26 | 25 | 43 | 33 | X | Target-Date 2060 |
| FAXDX | Fidelity Advisor Freedom Blend 2065 C | Owns companies we recommend for divestment | 67 | 41 | 105 | 53 | X | Target-Date 2065+ |
| FAXEX | Fidelity Advisor Freedom Blend 2065 M | Owns companies we recommend for divestment | 67 | 41 | 105 | 53 | X | Target-Date 2065+ |
| FAXFX | Fidelity Advisor Freedom Blend 2065 I | Owns companies we recommend for divestment | 67 | 41 | 105 | 53 | X | Target-Date 2065+ |
| FAXGX | Fidelity Advisor Freedom Blend 2065 Z | Owns companies we recommend for divestment | 67 | 41 | 105 | 53 | X | Target-Date 2065+ |
| FAXTX | American Funds 2065 Trgt Date Retire F1 | Owns companies we recommend for divestment | 26 | 25 | 43 | 33 | X | Target-Date 2065+ |
| FAZAX | Fidelity Advisor Freedom Blend 2065 A | Owns companies we recommend for divestment | 67 | 41 | 105 | 53 | X | Target-Date 2065+ |
| FBAFX | American Funds American Balanced 529-F-2 | Owns companies we recommend for divestment | 11 | 8 | 17 | 17 | X | Moderate Allocation |
| FBAJX | American Funds 2070 Trgt Date Retire F2 | Owns companies we recommend for divestment | 26 | 25 | 43 | 33 | X | Target-Date 2065+ |
| FBAKX | Fidelity Balanced K | Owns companies we recommend for divestment | 8 | 13 | 18 | 13 | X | Moderate Allocation |
| FBALX | Fidelity Balanced | Owns companies we recommend for divestment | 8 | 13 | 18 | 13 | X | Moderate Allocation |
| FBAOX | Fidelity Advisor® Balanced A | Owns companies we recommend for divestment | 8 | 13 | 18 | 13 | X | Moderate Allocation |
| FBAQX | Fidelity Advisor® Balanced M | Owns companies we recommend for divestment | 8 | 13 | 18 | 13 | X | Moderate Allocation |
| FBARX | Fidelity Advisor® Balanced C | Owns companies we recommend for divestment | 8 | 13 | 18 | 13 | X | Moderate Allocation |
| FBAUX | Fidelity Advisor® Balanced I | Owns companies we recommend for divestment | 8 | 13 | 18 | 13 | X | Moderate Allocation |
| FBAVX | Fidelity Advisor® Balanced Z | Owns companies we recommend for divestment | 8 | 13 | 18 | 13 | X | Moderate Allocation |
| FBBAX | First Foundation Total Return A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 2 | X | Moderately Aggressive Allocation |
| FBBPX | American Funds Moderate Gr & Inc 529-F-2 | Owns companies we recommend for divestment | 24 | 22 | 38 | 30 | X | Moderate Allocation |
| FBBYX | First Foundation Total Return Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 2 | X | Moderately Aggressive Allocation |
| FBCCX | Fidelity Advisor Blue Chip Growth A | Owns companies we recommend for divestment | 4 | 8 | 11 | 7 | X | Large Growth |
| FBCEX | Fidelity Advisor Blue Chip Growth M | Owns companies we recommend for divestment | 4 | 8 | 11 | 7 | X | Large Growth |
| FBCG | Fidelity Blue Chip Growth ETF | Owns companies we recommend for divestment | 4 | 8 | 11 | 7 | X | Large Growth |
| FBCGX | Fidelity Blue Chip Growth K6 | Owns companies we recommend for divestment | 4 | 8 | 11 | 7 | X | Large Growth |
| FBCHX | Fidelity Advisor Blue Chip Growth C | Owns companies we recommend for divestment | 4 | 8 | 11 | 7 | X | Large Growth |
| FBCIX | American Funds Capital Income Bldr 529F2 | Owns companies we recommend for divestment | 7 | 7 | 9 | 9 | X | Global Allocation |
| FBCJX | Fidelity Advisor Blue Chip Growth I | Owns companies we recommend for divestment | 4 | 8 | 11 | 7 | X | Large Growth |
| FBCKX | Fidelity Advisor Blue Chip Growth Z | Owns companies we recommend for divestment | 4 | 8 | 11 | 7 | X | Large Growth |
| FBCV | Fidelity Blue Chip Value ETF | Owns companies we recommend for divestment | 3 | 3 | 6 | 4 | X | Large 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 |
| FBDIX | Franklin Biotechnology Discovery A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Health |
| FBETX | American Funds 2030 Trgt Date Retire F2 | Owns companies we recommend for divestment | 27 | 26 | 42 | 33 | X | Target-Date 2030 |
| FBFTX | American Funds 2035 Trgt Date Retire F2 | Owns companies we recommend for divestment | 28 | 26 | 44 | 33 | X | Target-Date 2035 |
| FBFWX | American Funds Retire Inc Port-Mod F1 | Owns companies we recommend for divestment | 21 | 20 | 28 | 27 | X | Moderate Allocation |
| FBGKX | Fidelity Blue Chip Growth K | Owns companies we recommend for divestment | 4 | 8 | 11 | 7 | X | Large Growth |
| FBGLX | Fidelity Advisor Freedom 2055 K6 | Owns companies we recommend for divestment | 65 | 48 | 93 | 56 | X | Target-Date 2055 |
| FBGRX | Fidelity Blue Chip Growth | Owns companies we recommend for divestment | 4 | 8 | 11 | 7 | X | Large Growth |
| FBGTX | American Funds 2040 Trgt Date Retire F2 | Owns companies we recommend for divestment | 28 | 27 | 45 | 33 | X | Target-Date 2040 |
| FBHTX | American Funds 2045 Trgt Date Retire F2 | Owns companies we recommend for divestment | 26 | 27 | 43 | 33 | X | Target-Date 2045 |
| FBIFX | Fidelity Freedom Index 2040 Investor | Owns companies we recommend for divestment | 49 | 47 | 82 | 59 | X | Target-Date 2040 |
| FBIOX | Fidelity Select Biotechnology | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Health |
| FBITX | American Funds 2050 Trgt Date Retire F2 | Owns companies we recommend for divestment | 26 | 27 | 43 | 33 | X | Target-Date 2050 |
| FBJTX | American Funds 2055 Trgt Date Retire F2 | Owns companies we recommend for divestment | 26 | 25 | 43 | 33 | X | Target-Date 2055 |
| FBKFX | Fidelity Balanced K6 | Owns companies we recommend for divestment | 8 | 13 | 18 | 13 | X | Moderate Allocation |
| FBKTX | American Funds 2060 Trgt Date Retire F2 | Owns companies we recommend for divestment | 26 | 25 | 43 | 33 | X | Target-Date 2060 |
| FBLEX | Fidelity Series Stk Selec Lg Cp Val | Owns companies we recommend for divestment | 5 | 9 | 10 | 8 | X | Large Value |
| FBMPX | Fidelity Select Communication Services | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 3 | 3 | X | Communications |
| FBMTX | American Funds 2065 Trgt Date Retire F2 | Owns companies we recommend for divestment | 26 | 25 | 43 | 33 | X | Target-Date 2065+ |
| FBOGX | Templeton Global Smaller Comp R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Global Small/Mid Stock |
| FBONX | American Funds American Balanced 529-F-3 | Owns companies we recommend for divestment | 11 | 8 | 17 | 17 | X | Moderate Allocation |
| FBOT | Fidelity Disruptive Automation ETF | Owns companies we recommend for divestment | 2 | 2 | 4 | 6 | X | Global Large-Stock Growth |
| FBPEX | Cantor Fitzgerald Equity Div Plus Inst | Owns companies we recommend for divestment | 3 | 1 | 7 | 4 | X | Derivative Income |
| FBPGX | Cantor Fitzgerald Equity Dividend Plus A | Owns companies we recommend for divestment | 3 | 1 | 7 | 4 | X | Derivative Income |
| FBRNX | Fidelity Advisor Stock Sel All Cp I | Owns companies we recommend for divestment | 8 | 12 | 15 | 12 | X | Large Blend |
| FBSAX | Franklin Mutual U.S. Mid Cap Value Adv | Owns companies we recommend for divestment | 3 | 1 | 1 | 4 | X | Mid-Cap Value |
| FBSIX | Franklin Mutual U.S. Mid Cap Value R6 | Owns companies we recommend for divestment | 3 | 1 | 1 | 4 | X | Mid-Cap Value |
| FBSOX | Fidelity Select Enterprise Tech Svcs | Owns companies we recommend for divestment | 0 | 1 | 4 | 3 | X | Technology |
| FBSRX | Franklin Mutual U.S. Mid Cap Value R | Owns companies we recommend for divestment | 3 | 1 | 1 | 4 | X | Mid-Cap Value |
| FBT | First Trust NYSE Arca Biotech ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Health |
| 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 |
| FBTDX | Franklin Biotechnology Discovery C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | 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 |
| 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 |
| FCADX | Fidelity Advisor International Discv C | Owns companies we recommend for divestment | 2 | 0 | 6 | 1 | X | Foreign Large Growth |
| FCAEX | Fidelity Climate Action | Owns companies we recommend for divestment | 2 | 5 | 6 | 10 | V | Global Large-Stock Growth |
| FCAGX | Fidelity Advisor Small Cap Growth A | Owns companies we recommend for divestment | 3 | 3 | 3 | 6 | X | Small Growth |
| FCAJX | Fidelity Advisor Climate Action A | Owns companies we recommend for divestment | 2 | 5 | 6 | 10 | V | Global Large-Stock Growth |
| FCAKX | Fidelity Capital Appreciation K | Owns companies we recommend for divestment | 2 | 2 | 7 | 8 | X | Large Growth |
| FCALX | Fidelity Advisor Climate Action C | Owns companies we recommend for divestment | 2 | 5 | 6 | 10 | V | Global Large-Stock Growth |
| FCAOX | Fidelity Advisor Climate Action M | Owns companies we recommend for divestment | 2 | 5 | 6 | 10 | V | Global Large-Stock Growth |
| FCASX | Fidelity Advisor Asset Manager 70% C | Owns companies we recommend for divestment | 12 | 12 | 26 | 15 | X | Moderately Aggressive Allocation |
| FCAUX | Fidelity Advisor Climate Action I | Owns companies we recommend for divestment | 2 | 5 | 6 | 10 | V | Global Large-Stock Growth |
| FCAZX | Franklin Corefolio Allocation Advisor | Owns companies we recommend for divestment | 10 | 8 | 16 | 17 | X | Aggressive Allocation |
| FCBEX | American Funds 2070 Trgt Date Retire F3 | Owns companies we recommend for divestment | 26 | 25 | 43 | 33 | X | Target-Date 2065+ |
| FCBSX | Franklin Mutual U.S. Mid Cap Value C | Owns companies we recommend for divestment | 3 | 1 | 1 | 4 | X | Mid-Cap Value |
| FCCGX | Fidelity Advisor Small Cap Growth C | Owns companies we recommend for divestment | 3 | 3 | 3 | 6 | X | Small Growth |
| FCCNX | Fidelity Advisor Canada C | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Miscellaneous Region |
| FCDAX | Fidelity Advisor Stock Selector Sm Cp A | Owns companies we recommend for divestment | 2 | 2 | 2 | 5 | X | Small Blend |
| FCDCX | Fidelity Advisor Stock Selector Sm Cp C | Owns companies we recommend for divestment | 2 | 2 | 2 | 5 | X | Small Blend |
| FCDIX | Fidelity Advisor Stock Selector Sm Cp I | Owns companies we recommend for divestment | 2 | 2 | 2 | 5 | X | Small Blend |
| FCDTX | Fidelity Advisor Stock Selector Sm Cp M | Owns companies we recommend for divestment | 2 | 2 | 2 | 5 | X | Small Blend |
| FCECX | Fidelity Advisor Consumer Discret C | Owns companies we recommend for divestment | 1 | 5 | 4 | 3 | X | Consumer Cyclical |
| 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 |
| FCEF | First Trust Income Opportunity ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Allocation |
| FCENX | Franklin International Core Equity Adv | Owns companies we recommend for divestment | 4 | 3 | 9 | 3 | X | Foreign Large Blend |
| FCETX | American Funds 2030 Trgt Date Retire F3 | Owns companies we recommend for divestment | 27 | 26 | 42 | 33 | X | Target-Date 2030 |
| FCEUX | Franklin U.S. Core Equity Advisor | Owns companies we recommend for divestment | 8 | 12 | 14 | 12 | X | Large Blend |
| FCFEX | Fidelity Advisor Freedom 2030 C | Owns companies we recommend for divestment | 65 | 48 | 93 | 56 | X | Target-Date 2030 |
| FCFFX | Fidelity Advisor Freedom 2040 C | Owns companies we recommend for divestment | 65 | 48 | 93 | 56 | X | Target-Date 2040 |
| FCFGX | American Funds College 2039 529-F-2 | Owns companies we recommend for divestment | 28 | 25 | 44 | 32 | X | Moderately Aggressive Allocation |
| FCFMX | Fidelity Series Total Market Index | Owns companies we recommend for divestment | 32 | 38 | 45 | 48 | X | Large Blend |
| FCFWX | American Funds Retire Inc Port-Enh F1 | Owns companies we recommend for divestment | 22 | 22 | 30 | 28 | X | Moderate Allocation |
| FCFY | First Trust S&P 500 Div Fr CA Flw ETF | Owns companies we recommend for divestment | 6 | 5 | 9 | 6 | X | Mid-Cap Value |
| FCG | First Trust Natural Gas ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Energy |
| FCGAX | Franklin Growth Adv | Owns companies we recommend for divestment | 3 | 3 | 8 | 10 | X | Large Growth |
| FCGCX | Fidelity Advisor Global Commodity Stk C | Owns companies we recommend for divestment | 1 | 2 | 2 | 1 | X | Natural Resources |
| FCGEX | NYLI PineStone Global Equity Class A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 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 | 1 | 1 | 2 | X | Global Large-Stock Growth |
| FCGLX | Fidelity Advisor Freedom 2045 K6 | Owns companies we recommend for divestment | 65 | 48 | 93 | 56 | X | Target-Date 2045 |
| FCGMX | NYLI PineStone Global Equity Class R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 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 | 1 | 1 | 2 | X | Global Large-Stock Growth |
| FCGSX | Fidelity Series Growth Company | Owns companies we recommend for divestment | 6 | 10 | 18 | 12 | X | Large Growth |
| FCGTX | American Funds 2040 Trgt Date Retire F3 | Owns companies we recommend for divestment | 28 | 27 | 45 | 33 | X | Target-Date 2040 |
| FCGYX | NYLI PineStone Global Equity Class C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 2 | X | Global Large-Stock Growth |
| FCHKX | Fidelity Advisor China Region C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
| FCHTX | American Funds 2045 Trgt Date Retire F3 | Owns companies we recommend for divestment | 26 | 27 | 43 | 33 | X | Target-Date 2045 |
| FCIAX | American Funds Invmt Co of Amer 529-F-2 | Owns companies we recommend for divestment | 9 | 7 | 16 | 14 | X | Large Blend |
| FCICX | NYLI PineStone International Equity Cl C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Large Growth |
| FCIGX | Fidelity Advisor Small Cap Growth I | Owns companies we recommend for divestment | 3 | 3 | 3 | 6 | X | Small Growth |
| FCIHX | NYLI PineStone International Equity Cl P | 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 |
| FCIUX | NYLI PineStone International Equity Cl I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Large Growth |
| FCIVX | Frontier MFG Core Infrastructure Service | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Infrastructure |
| FCIWX | NYLI PineStone International Eq Cl R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Large Growth |
| FCJTX | American Funds 2055 Trgt Date Retire F3 | Owns companies we recommend for divestment | 26 | 25 | 43 | 33 | X | Target-Date 2055 |
| FCKTX | American Funds 2060 Trgt Date Retire F3 | Owns companies we recommend for divestment | 26 | 25 | 43 | 33 | X | Target-Date 2060 |
| FCLAX | Fidelity Advisor Industrials A | Owns companies we recommend for divestment | 8 | 1 | 5 | 6 | X | Industrials |
| FCLCX | Fidelity Advisor Industrials C | Owns companies we recommend for divestment | 8 | 1 | 5 | 6 | X | Industrials |
| FCLD | Fidelity Cloud Computing ETF | Owns companies we recommend for divestment | 1 | 3 | 1 | 3 | X | Technology |
| FCLIX | Fidelity Advisor Industrials I | Owns companies we recommend for divestment | 8 | 1 | 5 | 6 | X | Industrials |
| FCLKX | Fidelity Large Cap Stock K6 | Owns companies we recommend for divestment | 6 | 5 | 14 | 12 | X | Large Blend |
| FCLSX | Fidelity Flex Freedom Blend 2040 | Owns companies we recommend for divestment | 67 | 41 | 105 | 53 | X | Target-Date 2040 |
| FCLTX | Fidelity Advisor Industrials M | Owns companies we recommend for divestment | 8 | 1 | 5 | 6 | X | Industrials |
| FCLZX | Fidelity Advisor Climate Action Z | Owns companies we recommend for divestment | 2 | 5 | 6 | 10 | V | Global Large-Stock Growth |
| FCMVX | Fidelity Mid Cap Value K6 | Owns companies we recommend for divestment | 3 | 2 | 7 | 2 | X | Mid-Cap Value |
| FCNAX | Fidelity Advisor Consumer Discret A | 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 |
| FCNKX | Fidelity Contrafund K | Owns companies we recommend for divestment | 12 | 11 | 19 | 18 | X | Large Growth |
| FCNSX | Fidelity Series Canada | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Miscellaneous Region |
| FCNTX | Fidelity Contrafund | Owns companies we recommend for divestment | 12 | 11 | 19 | 18 | X | Large Growth |
| FCOM | Fidelity MSCI Communication ServicesETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 4 | 3 | X | Communications |
| FCPAX | Fidelity Advisor Intl Capl App A | Owns companies we recommend for divestment | 4 | 0 | 6 | 2 | X | Foreign Large Growth |
| FCPCX | Fidelity Advisor Intl Cap App C | Owns companies we recommend for divestment | 4 | 0 | 6 | 2 | X | Foreign Large Growth |
| FCPGX | Fidelity Small Cap Growth | Owns companies we recommend for divestment | 3 | 3 | 3 | 6 | X | Small Growth |
| FCPI | Fidelity Stocks for Inflation ETF | Owns companies we recommend for divestment | 3 | 3 | 8 | 6 | X | Large Blend |
| FCPIX | Fidelity Advisor Intl Cap App I | Owns companies we recommend for divestment | 4 | 0 | 6 | 2 | X | Foreign Large Growth |
| FCPVX | Fidelity Small Cap Value Fund | Owns companies we recommend for divestment | 2 | 2 | 1 | 4 | X | Small Value |
| FCQTX | American Funds 2065 Trgt Date Retire F3 | Owns companies we recommend for divestment | 26 | 25 | 43 | 33 | X | Target-Date 2065+ |
| FCSDX | Fidelity Advisor Strategic Div & Inc C | Owns companies we recommend for divestment | 7 | 9 | 13 | 13 | X | Moderately Aggressive Allocation |
| FCSGX | Franklin Small Cap Growth C | Owns companies we recommend for divestment | 1 | 1 | 0 | 2 | X | Small Growth |
| FCTDX | Strategic Advisers Fidelity US TtlStk | Owns companies we recommend for divestment | 36 | 44 | 49 | 53 | X | Large Blend |
| FCTE | SMI 3Fourteen Full-Cycle Trend ETF | Owns companies we recommend for divestment | 3 | 1 | 3 | 3 | X | Large Blend |
| FCTGX | Fidelity Advisor Small Cap Growth M | Owns companies we recommend for divestment | 3 | 3 | 3 | 6 | X | Small Growth |
| FCTHX | Fidelity Advisor Freedom 2035 C | Owns companies we recommend for divestment | 65 | 48 | 93 | 56 | X | Target-Date 2035 |
| FCTKX | Fidelity Freedom 2055 K6 | Owns companies we recommend for divestment | 58 | 41 | 87 | 49 | X | Target-Date 2055 |
| FCTR | First Trust Lunt US Factor Rotation ETF | Owns companies we recommend for divestment | 10 | 13 | 12 | 11 | X | Large Blend |
| FCTWX | Fidelity Advisor Freedom 2025 C | Owns companies we recommend for divestment | 65 | 48 | 93 | 56 | X | Target-Date 2025 |
| FCUCX | NYLI PineStone U.S. Equity Class C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 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 | 1 | 1 | 2 | X | Large Blend |
| FCUEX | NYLI PineStone U.S. Equity Class A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 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 | 1 | 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 | 1 | 1 | 2 | X | Large Blend |
| FCUS | Pinnacle Focused Opportunities ETF | Owns companies we recommend for divestment | 2 | 1 | 1 | 2 | X | Mid-Cap Growth |
| FCVAX | Fidelity Advisor Small Cap Value A | Owns companies we recommend for divestment | 2 | 2 | 1 | 4 | X | Small Value |
| FCVCX | Fidelity Advisor Small Cap Value C | Owns companies we recommend for divestment | 2 | 2 | 1 | 4 | X | Small Value |
| FCVFX | Fidelity Advisor Value C | Owns companies we recommend for divestment | 2 | 2 | 8 | 2 | X | Mid-Cap Value |
| FCVIX | Fidelity Advisor Small Cap Value I | Owns companies we recommend for divestment | 2 | 2 | 1 | 4 | X | Small Value |
| FCVTX | Fidelity Advisor Small Cap Value M | Owns companies we recommend for divestment | 2 | 2 | 1 | 4 | X | Small Value |
| FCWGX | American Funds Capital World Gr&Inc529F2 | Owns companies we recommend for divestment | 13 | 11 | 21 | 19 | X | Global Large-Stock Blend |
| FCYIX | Fidelity Select Industrials Portfolio | Owns companies we recommend for divestment | 8 | 1 | 5 | 6 | X | Industrials |
| FDAGX | Fidelity Advisor Consumer Staples A | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 0 | 0 | X | Consumer Defensive |
| FDCAX | Fidelity Capital Appreciation | Owns companies we recommend for divestment | 2 | 2 | 7 | 8 | X | Large Growth |
| FDCF | Fidelity Disruptive Communications ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 3 | X | Communications |
| FDCGX | Fidelity Advisor Consumer Staples C | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 0 | 0 | X | Consumer Defensive |
| FDCPX | Fidelity Select Tech Hardware | Owns companies we recommend for divestment | 1 | 2 | 5 | 3 | X | Technology |
| FDD | First Trust STOXX® European Sel Div ETF | Owns companies we recommend for divestment | 1 | 1 | 1 | 1 | X | Europe Stock |
| FDECX | Fidelity Advisor Capital Development C | Owns companies we recommend for divestment | 6 | 5 | 14 | 12 | X | Large Blend |
| FDEEX | Fidelity Freedom 2055 | Owns companies we recommend for divestment | 58 | 41 | 87 | 49 | X | Target-Date 2055 |
| FDEGX | Fidelity Growth Strategies | Owns companies we recommend for divestment | 3 | 3 | 3 | 3 | X | Mid-Cap Growth |
| FDEIX | Fidelity Advisor Capital Development I | Owns companies we recommend for divestment | 6 | 5 | 14 | 12 | X | Large Blend |
| FDEKX | Fidelity Disciplined Equity K | Owns companies we recommend for divestment | 3 | 3 | 10 | 8 | X | Large Growth |
| FDEM | Fidelity Emerging Markets Mltfct ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| FDEQX | Fidelity Disciplined Equity | Owns companies we recommend for divestment | 3 | 3 | 10 | 8 | X | Large Growth |
| FDERX | Federated Hermes Equity Income R | Owns companies we recommend for divestment | 7 | 8 | 10 | 9 | X | Large Value |
| FDESX | Fidelity Advisor Diversified Stock O | Owns companies we recommend for divestment | 5 | 9 | 12 | 13 | X | Large Blend |
| FDETX | Fidelity Advisor Capital Development O | Owns companies we recommend for divestment | 6 | 5 | 14 | 12 | X | Large Blend |
| FDEV | Fidelity International Multifactor ETF | Owns companies we recommend for divestment | 9 | 4 | 9 | 4 | X | Foreign Large Blend |
| 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 |
| FDEWX | Fidelity Freedom Index 2055 Investor | Owns companies we recommend for divestment | 49 | 47 | 82 | 59 | X | Target-Date 2055 |
| FDFAX | Fidelity Select Consumer Staples Port | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 0 | 0 | X | Consumer Defensive |
| FDFF | Fidelity Disruptive Finance ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Financial |
| FDFIX | Fidelity Flex 500 Index | Owns companies we recommend for divestment | 18 | 20 | 28 | 26 | X | Large Blend |
| FDFPX | Fidelity Flex Freedom Blend 2065 | Owns companies we recommend for divestment | 67 | 41 | 105 | 53 | X | Target-Date 2065+ |
| FDFQX | Fidelity Advisor Freedom 2065 Z | Owns companies we recommend for divestment | 65 | 48 | 93 | 56 | X | Target-Date 2065+ |
| FDFRX | Fidelity Advisor Freedom 2065 K6 | Owns companies we recommend for divestment | 65 | 48 | 93 | 56 | X | Target-Date 2065+ |
| FDFSX | Fidelity Advisor Freedom 2065 I | Owns companies we recommend for divestment | 65 | 48 | 93 | 56 | X | Target-Date 2065+ |
| FDFTX | American Funds 2035 Trgt Date Retire F3 | Owns companies we recommend for divestment | 28 | 26 | 44 | 33 | X | Target-Date 2035 |
| FDFVX | Fidelity Advisor Freedom 2065 M | Owns companies we recommend for divestment | 65 | 48 | 93 | 56 | X | Target-Date 2065+ |
| FDFYX | Fidelity Advisor Freedom 2065 C | Owns companies we recommend for divestment | 65 | 48 | 93 | 56 | X | Target-Date 2065+ |
| FDFZX | Fidelity Advisor Freedom 2065 A | Owns companies we recommend for divestment | 65 | 48 | 93 | 56 | X | Target-Date 2065+ |
| FDG | American Century Foc Dynmc Gr ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 4 | X | Large Growth |
| FDGCX | Fidelity Advisor Dividend Growth C | Owns companies we recommend for divestment | 4 | 2 | 8 | 5 | X | Large Blend |
| FDGFX | Fidelity Dividend Growth | Owns companies we recommend for divestment | 4 | 2 | 8 | 5 | X | Large Blend |
| FDGIX | Fidelity Advisor Dividend Growth I | Owns companies we recommend for divestment | 4 | 2 | 8 | 5 | X | Large Blend |
| FDGKX | Fidelity Dividend Growth K | Owns companies we recommend for divestment | 4 | 2 | 8 | 5 | X | Large Blend |
| FDGLX | Fidelity Advisor Freedom 2030 K6 | Owns companies we recommend for divestment | 65 | 48 | 93 | 56 | X | Target-Date 2030 |
| FDGRX | Fidelity Growth Company Fund | Owns companies we recommend for divestment | 6 | 9 | 17 | 12 | X | Large Growth |
| FDGTX | Fidelity Advisor Dividend Growth M | Owns companies we recommend for divestment | 4 | 2 | 8 | 5 | X | Large Blend |
| FDHT | Fidelity Digital Health ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Health |
| FDIG | Fidelity Crypto Industry&DgtlPymntsETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Digital Assets |
| FDIGX | Fidelity Advisor Consumer Staples I | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 0 | 0 | X | Consumer Defensive |
| FDIKX | Fidelity Diversified International K | Owns companies we recommend for divestment | 4 | 1 | 6 | 4 | X | Foreign Large Growth |
| FDIS | Fidelity MSCI Consumer Discret ETF | Owns companies we recommend for divestment | 3 | 9 | 10 | 6 | X | Consumer Cyclical |
| FDIV | MarketDesk Focused U.S. Dividend ETF | Owns companies we recommend for divestment | 2 | 3 | 3 | 2 | X | Mid-Cap Value |
| FDIVX | Fidelity Diversified International | Owns companies we recommend for divestment | 4 | 1 | 6 | 4 | X | Foreign Large Growth |
| FDKFX | Fidelity International Discovery K6 | Owns companies we recommend for divestment | 2 | 0 | 6 | 1 | X | Foreign Large Growth |
| FDKLX | Fidelity Freedom Index 2060 Investor | Owns companies we recommend for divestment | 49 | 47 | 82 | 59 | X | Target-Date 2060 |
| FDKPX | Fidelity Advisor Freedom 2060 A | Owns companies we recommend for divestment | 65 | 48 | 93 | 56 | X | Target-Date 2060 |
| FDKQX | Fidelity Advisor Freedom 2060 I | Owns companies we recommend for divestment | 65 | 48 | 93 | 56 | X | Target-Date 2060 |
| FDKSX | Fidelity Advisor Freedom 2060 C | Owns companies we recommend for divestment | 65 | 48 | 93 | 56 | X | Target-Date 2060 |
| FDKTX | Fidelity Advisor Freedom 2060 M | Owns companies we recommend for divestment | 65 | 48 | 93 | 56 | X | Target-Date 2060 |
| FDKVX | Fidelity Freedom 2060 | Owns companies we recommend for divestment | 58 | 41 | 87 | 49 | X | Target-Date 2060 |
| FDL | First Trust Morningstar Div Leaders ETF | Owns companies we recommend for divestment | 3 | 7 | 5 | 6 | X | Large Value |
| FDLO | Fidelity Low Volatility Factor ETF | Owns companies we recommend for divestment | 7 | 6 | 11 | 13 | X | Large Blend |
| 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 |
| FDLSX | Fidelity Select Leisure | Owns companies we recommend for divestment | 1 | 4 | 2 | 1 | X | Consumer Cyclical |
| FDM | First Trust Dow Jones Sel MicroCap ETF | Owns companies we recommend for divestment | 1 | 2 | 1 | 0 | X | Small Value |
| FDMLX | Fidelity Series Intrinsic Opps | Owns companies we recommend for divestment | 4 | 5 | 4 | 7 | X | Mid-Cap Value |
| FDMO | Fidelity Momentum Factor ETF | Owns companies we recommend for divestment | 7 | 7 | 12 | 10 | X | Large Growth |
| FDN | First Trust Dow Jones Internet ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 8 | 4 | X | Technology |
| FDNI | First Trust Dow Jones Intl Intnt ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| FDNRX | Franklin DynaTech R | Owns companies we recommend for divestment | 3 | 3 | 5 | 9 | X | Large Growth |
| FDRR | Fidelity Dividend ETF for Rising Rates | Owns companies we recommend for divestment | 5 | 4 | 10 | 8 | X | Large Value |
| FDRV | Fidelity Elctrc Vhcls & Ftr Trnsptn ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Global Large-Stock Growth |
| FDSCX | Fidelity Stock Selector Small Cap | Owns companies we recommend for divestment | 2 | 2 | 2 | 5 | X | Small Blend |
| FDSSX | Fidelity Stock Selec All Cp | Owns companies we recommend for divestment | 8 | 12 | 15 | 12 | X | Large Blend |
| FDSVX | Fidelity Growth Discovery | Owns companies we recommend for divestment | 2 | 2 | 6 | 7 | X | Large Growth |
| FDT | First Trust Dev Mkts Ex-US AlphaDEX® ETF | Owns companies we recommend for divestment | 3 | 1 | 9 | 2 | X | Foreign Large Value |
| FDTCX | Fidelity Advisor Diversified Stock C | Owns companies we recommend for divestment | 5 | 9 | 12 | 13 | X | Large Blend |
| FDTEX | Fidelity Advisor Diversified Stock M | Owns companies we recommend for divestment | 5 | 9 | 12 | 13 | X | Large Blend |
| FDTGX | Fidelity Advisor Consumer Staples M | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 0 | 0 | X | Consumer Defensive |
| FDTIX | Fidelity Advisor Diversified Stock I | Owns companies we recommend for divestment | 5 | 9 | 12 | 13 | X | Large Blend |
| FDTKX | Fidelity Freedom 2025 K6 | Owns companies we recommend for divestment | 58 | 41 | 87 | 49 | X | Target-Date 2025 |
| FDTOX | Fidelity Advisor Diversified Stock A | Owns companies we recommend for divestment | 5 | 9 | 12 | 13 | X | Large Blend |
| FDTRX | Franklin DynaTech R6 | Owns companies we recommend for divestment | 3 | 3 | 5 | 9 | X | Large Growth |
| FDTS | First Trust DevMkts exUS SC AlphaDEX®ETF | Owns companies we recommend for divestment | 4 | 2 | 10 | 0 | X | Foreign Small/Mid Value |
| FDTTX | Fidelity Advisor Capital Development A | Owns companies we recommend for divestment | 6 | 5 | 14 | 12 | X | Large Blend |
| FDTX | Fidelity Disruptive Technology ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 4 | 5 | X | Technology |
| FDTZX | Fidelity Advisor Capital Development M | Owns companies we recommend for divestment | 6 | 5 | 14 | 12 | X | Large Blend |
| FDV | Federated Hermes US Strategic Dvd ETF | Owns companies we recommend for divestment | 2 | 1 | 4 | 0 | X | Large Value |
| FDVAX | Fidelity Advisor Diversified Intl A | Owns companies we recommend for divestment | 4 | 1 | 6 | 4 | X | Foreign Large Growth |
| FDVIX | Fidelity Advisor Diversified Intl I | Owns companies we recommend for divestment | 4 | 1 | 6 | 4 | X | Foreign Large Growth |
| FDVKX | Fidelity Value Discovery K6 | Owns companies we recommend for divestment | 3 | 4 | 7 | 5 | X | Large Value |
| FDVLX | Fidelity Value | Owns companies we recommend for divestment | 2 | 2 | 8 | 2 | X | Mid-Cap Value |
| FDVV | Fidelity High Dividend ETF | Owns companies we recommend for divestment | 5 | 4 | 10 | 7 | X | Large Value |
| FDWGX | American Funds Dvlpg Wld Gr&Inc F3 | Owns companies we recommend for divestment | 1 | 1 | 0 | 2 | X | Diversified Emerging Mkts |
| FDWM | Fidelity Women's Leadership ETF | Owns companies we recommend for divestment | 2 | 3 | 4 | 8 | V | Large Blend |
| FDYNX | Franklin DynaTech C | Owns companies we recommend for divestment | 3 | 3 | 5 | 9 | X | Large Growth |
| FDYZX | Franklin DynaTech Adv | Owns companies we recommend for divestment | 3 | 3 | 5 | 9 | X | Large Growth |
| FEAAX | Fidelity Advisor Emerging Asia A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Pacific/Asia ex-Japan Stk |
| FEAC | Fidelity Enhanced U.S. All-Cap Eq ETF | Owns companies we recommend for divestment | 7 | 10 | 18 | 16 | X | Large Blend |
| FEAIX | First Eagle Rising Dividend Fund I | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 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 | 2 | 3 | 3 | X | Large Value |
| FEATX | Fidelity Advisor Emerging Asia M | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Pacific/Asia ex-Japan Stk |
| 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 |
| FECGX | Fidelity Small Cap Growth Index | Owns companies we recommend for divestment | 5 | 7 | 4 | 5 | X | Small Growth |
| FECMX | Fidelity Advisor Emerging Markets I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| FEDAX | Fidelity Advisor Emerg Mkts Discv A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| FEDDX | Fidelity Emerging Markets Discovery | 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 |
| FEDM | FlexShares ESG&Clmt Dev Mkts ex-US Cr | Owns companies we recommend for divestment | 1 | 2 | 10 | 5 | V | Foreign Large Blend |
| FEDMX | Fidelity Advisor Emerging Markets A | 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 |
| FEEFX | American Funds Fundamental Invs 529-F-3 | Owns companies we recommend for divestment | 10 | 10 | 15 | 17 | X | Large Blend |
| FEFAX | First Eagle Rising Dividend Fund A | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 3 | X | Large Value |
| FEFIX | Fidelity Advisor Freedom 2030 I | Owns companies we recommend for divestment | 65 | 48 | 93 | 56 | X | Target-Date 2030 |
| FEFRX | First Eagle Rising Dividend Fund R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 3 | X | Large Value |
| FEGIX | First Eagle Gold I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Precious Metals |
| FEGKX | Fidelity Equity Growth K6 | Owns companies we recommend for divestment | 2 | 2 | 6 | 7 | X | Large Growth |
| FEGOX | First Eagle Gold C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Precious Metals |
| FEGRX | First Eagle Global R6 | Owns companies we recommend for divestment | 2 | 4 | 5 | 5 | X | Global Allocation |
| FEIAX | Fidelity Advisor Equity Income A | Owns companies we recommend for divestment | 2 | 4 | 5 | 6 | X | Large Value |
| FEICX | Fidelity Advisor Equity Income C | Owns companies we recommend for divestment | 2 | 4 | 5 | 6 | X | Large Value |
| FEIFX | Franklin Equity Income Adv | Owns companies we recommend for divestment | 4 | 3 | 6 | 4 | X | Large Value |
| FEIKX | Fidelity Equity-Income K | Owns companies we recommend for divestment | 6 | 6 | 10 | 7 | X | Large Value |
| FEIQX | Franklin Equity Income R6 | Owns companies we recommend for divestment | 4 | 3 | 6 | 4 | X | Large Value |
| FEIRX | Fidelity Advisor Equity Income M | Owns companies we recommend for divestment | 2 | 4 | 5 | 6 | X | Large Value |
| FEKFX | Fidelity Equity-Income K6 | Owns companies we recommend for divestment | 6 | 6 | 10 | 7 | X | Large Value |
| FELAX | Fidelity Advisor Semiconductors A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Technology |
| FELC | Fidelity Enhanced Large Cap Core ETF | Owns companies we recommend for divestment | 10 | 10 | 17 | 17 | X | Large Blend |
| FELCX | Fidelity Advisor Semiconductors C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Technology |
| FELG | Fidelity Enhanced Large Cap Growth ETF | Owns companies we recommend for divestment | 6 | 6 | 9 | 10 | X | Large Growth |
| FELIX | Fidelity Advisor Semiconductors I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Technology |
| FELSX | Fidelity Flex Freedom Blend 2025 | Owns companies we recommend for divestment | 67 | 41 | 105 | 53 | X | Target-Date 2025 |
| FELTX | Fidelity Advisor Semiconductors M | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Technology |
| FELV | Fidelity Enhanced Large Cap Value ETF | Owns companies we recommend for divestment | 12 | 14 | 20 | 17 | X | Large Value |
| FEM | First Trust Emerging Mrkts AlphaDEX® ETF | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| FEMAX | First Eagle U.S. SMID Cap Opportunity A | Owns companies we recommend for divestment | 1 | 2 | 0 | 1 | X | Small Blend |
| FEMKX | Fidelity Emerging Markets Fund | 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 |
| FEMR | Fidelity Enhanced Emerging Markets ETF | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| 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 |
| FEMSX | Fidelity Series Emerging Markets Opps | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| FEMVX | Fidelity SAI Emerging Mkts Val Idx | Owns companies we recommend for divestment | 1 | 0 | 2 | 0 | X | Diversified Emerging Mkts |
| FEMYX | Fidelity Series Sustainable Emerg Mkts | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Diversified Emerging Mkts |
| FENI | Fidelity Enhanced International ETF | Owns companies we recommend for divestment | 7 | 3 | 14 | 6 | X | Foreign Large Blend |
| FENY | Fidelity MSCI Energy ETF | Owns companies we recommend for divestment | 2 | 0 | 3 | 0 | X | Equity Energy |
| FEOPX | Fidelity Enduring Opportunities | Owns companies we recommend for divestment | 4 | 6 | 7 | 9 | X | Global Large-Stock Growth |
| FEORX | First Eagle Overseas R6 | Owns companies we recommend for divestment | 2 | 1 | 1 | 0 | X | Foreign Large Blend |
| FEP | First Trust Europe AlphaDEX® ETF | Owns companies we recommend for divestment | 3 | 0 | 6 | 0 | X | Europe Stock |
| FEPI | REX FANG & Innovation Equity Prm Inc ETF | Owns companies we recommend for divestment | 1 | 2 | 4 | 5 | X | Derivative Income |
| FEPUX | American Funds Europacific Growth 529F3 | Owns companies we recommend for divestment | 6 | 3 | 13 | 5 | X | Foreign Large Growth |
| FEQAX | Fidelity Advisor Hedged Equity Fund A | Owns companies we recommend for divestment | 12 | 14 | 23 | 22 | X | Equity Hedged |
| FEQDX | Fidelity Advisor Hedged Equity Fund C | Owns companies we recommend for divestment | 12 | 14 | 23 | 22 | X | Equity Hedged |
| FEQHX | Fidelity Hedged Equity | Owns companies we recommend for divestment | 12 | 14 | 23 | 22 | X | Equity Hedged |
| FEQIX | Fidelity Equity-Income | Owns companies we recommend for divestment | 6 | 6 | 10 | 7 | X | Large Value |
| FEQJX | Fidelity Advisor Hedged Equity Fund I | Owns companies we recommend for divestment | 12 | 14 | 23 | 22 | X | Equity Hedged |
| FEQMX | Fidelity Advisor Emerging Markets M | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| FEQNX | Fidelity Advisor Hedged Equity Fund M | Owns companies we recommend for divestment | 12 | 14 | 23 | 22 | X | Equity Hedged |
| FEQTX | Fidelity Equity Dividend Income | Owns companies we recommend for divestment | 2 | 4 | 5 | 6 | X | Large Value |
| FEQZX | Fidelity Advisor Hedged Equity Fund Z | Owns companies we recommend for divestment | 12 | 14 | 23 | 22 | X | Equity Hedged |
| FERAX | First Eagle Global Real Assets A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Global Allocation |
| FERCX | Fidelity Advisor Emerging Asia C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Pacific/Asia ex-Japan Stk |
| FEREX | First Eagle Global Real Assets I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Global Allocation |
| FERGX | Fidelity SAI Emerging Markets Index | Owns companies we recommend for divestment | 2 | 0 | 8 | 0 | X | Diversified Emerging Mkts |
| FERIX | Fidelity Advisor Emerging Asia I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Pacific/Asia ex-Japan Stk |
| FERRX | First Eagle Global Real Assets R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Global Allocation |
| 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 |
| FESGX | First Eagle Global C | Owns companies we recommend for divestment | 2 | 4 | 5 | 5 | X | Global Allocation |
| FESIX | Fidelity SAI Real Estate Index | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| FESM | Fidelity Enhanced Small Cap ETF | Owns companies we recommend for divestment | 3 | 4 | 4 | 3 | 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 |
| FESOX | First Eagle Overseas C | Owns companies we recommend for divestment | 2 | 1 | 1 | 0 | X | Foreign Large Blend |
| FESRX | First Eagle Small Cap Opportunity R6 | Owns companies we recommend for divestment | 1 | 1 | 2 | 3 | X | Small Value |
| FETKX | Fidelity Equity Dividend Income K | Owns companies we recommend for divestment | 2 | 4 | 5 | 6 | X | Large Value |
| FEUCX | Fidelity Advisor Glbl Capital Apprec C | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 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 | 3 | 5 | 5 | X | Global Large-Stock Growth |
| FEUPX | American Funds Europacific Growth F3 | Owns companies we recommend for divestment | 6 | 3 | 13 | 5 | X | Foreign Large Growth |
| FEURX | First Eagle Gold R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Precious Metals |
| FEUS | FlexShares ESG & Clmt US Lrg Cap Cr Idx | Owns companies we recommend for divestment | 1 | 7 | 14 | 9 | V | Large Blend |
| FEUZ | First Trust Eurozone AlphaDEX® ETF | Owns companies we recommend for divestment | 2 | 0 | 5 | 0 | X | Europe Stock |
| FEVAX | First Eagle US Value A | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 5 | X | Moderately Aggressive Allocation |
| FEVCX | First Eagle US Value C | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 5 | X | Moderately Aggressive Allocation |
| FEVIX | First Eagle US Value I | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 5 | X | Moderately Aggressive Allocation |
| FEVRX | First Eagle US Value R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 5 | X | Moderately Aggressive Allocation |
| FEX | First Trust Large Cap Core AlphaDEX® ETF | Owns companies we recommend for divestment | 16 | 15 | 24 | 22 | X | Large Blend |
| FEXRX | First Eagle U.S. SMID Cap Opportunity R6 | Owns companies we recommend for divestment | 1 | 2 | 0 | 1 | X | Small Blend |
| FEYAX | Fidelity Advisor Asset Manager 85% A | Owns companies we recommend for divestment | 12 | 12 | 26 | 15 | X | Aggressive Allocation |
| FEYCX | Fidelity Advisor Asset Manager 85% C | Owns companies we recommend for divestment | 12 | 12 | 26 | 15 | X | Aggressive Allocation |
| FEYIX | Fidelity Advisor Asset Manager 85% I | Owns companies we recommend for divestment | 12 | 12 | 26 | 15 | X | Aggressive Allocation |
| FEYTX | Fidelity Advisor Asset Manager 85% M | Owns companies we recommend for divestment | 12 | 12 | 26 | 15 | X | Aggressive Allocation |
| FEZ | SPDR® EURO STOXX 50 ETF | Owns companies we recommend for divestment | 1 | 0 | 2 | 1 | X | Europe Stock |
| FFAAX | Franklin Global Allocation Adv | Owns companies we recommend for divestment | 4 | 7 | 15 | 6 | X | Global Allocation |
| FFACX | Franklin Global Allocation C | Owns companies we recommend for divestment | 4 | 7 | 15 | 6 | X | Global Allocation |
| FFAFX | American Funds Growth Fund of Amer 529F3 | Owns companies we recommend for divestment | 10 | 12 | 16 | 15 | X | Large Growth |
| FFALX | Franklin Global Allocation A | Owns companies we recommend for divestment | 4 | 7 | 15 | 6 | X | Global Allocation |
| FFAMX | Fidelity Advisor Asset Manager 50% A | Owns companies we recommend for divestment | 12 | 12 | 26 | 15 | X | Moderate Allocation |
| FFAQX | Franklin Global Allocation R6 | Owns companies we recommend for divestment | 4 | 7 | 15 | 6 | X | Global Allocation |
| FFARX | Franklin Global Allocation R | Owns companies we recommend for divestment | 4 | 7 | 15 | 6 | X | Global Allocation |
| 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 |
| FFBGX | American Funds Global Balanced 529-F-3 | Owns companies we recommend for divestment | 10 | 4 | 16 | 11 | X | Global Allocation |
| FFBKX | Fidelity Freedom Blend 2065 K | Owns companies we recommend for divestment | 67 | 41 | 105 | 53 | X | Target-Date 2065+ |
| FFBNX | Fidelity Freedom Blnd 2025 Premier | Owns companies we recommend for divestment | 67 | 41 | 105 | 53 | X | Target-Date 2025 |
| FFBPX | Fidelity Freedom Blnd 2030 Premier | Owns companies we recommend for divestment | 67 | 41 | 105 | 53 | X | Target-Date 2030 |
| FFBQX | Fidelity Freedom Blend 2065 K6 | Owns companies we recommend for divestment | 67 | 41 | 105 | 53 | X | Target-Date 2065+ |
| FFBRX | Fidelity Freedom Blnd 2035 Premier | Owns companies we recommend for divestment | 67 | 41 | 105 | 53 | X | Target-Date 2035 |
| FFBSX | Fidelity Freedom Blend 2065 | Owns companies we recommend for divestment | 67 | 41 | 105 | 53 | X | Target-Date 2065+ |
| FFBTX | Fidelity Freedom Blnd 2040 Premier | Owns companies we recommend for divestment | 67 | 41 | 105 | 53 | X | Target-Date 2040 |
| FFBUX | Fidelity Freedom Blnd 2045 Premier | Owns companies we recommend for divestment | 67 | 41 | 105 | 53 | X | Target-Date 2045 |
| FFBWX | Fidelity Freedom Blnd 2050 Premier | Owns companies we recommend for divestment | 67 | 41 | 105 | 53 | X | Target-Date 2050 |
| FFBZX | Fidelity Freedom Blnd 2055 Premier | Owns companies we recommend for divestment | 67 | 41 | 105 | 53 | X | Target-Date 2055 |
| FFCBX | Fidelity Freedom Blnd 2060 Premier | Owns companies we recommend for divestment | 67 | 41 | 105 | 53 | X | Target-Date 2060 |
| FFCHX | Fidelity Freedom Blnd 2065 Premier | Owns companies we recommend for divestment | 67 | 41 | 105 | 53 | X | Target-Date 2065+ |
| FFCMX | Fidelity Advisor Asset Manager 50% C | Owns companies we recommend for divestment | 12 | 12 | 26 | 15 | X | Moderate Allocation |
| FFDI | Fidelity Fundamental Developed Intl ETF | Owns companies we recommend for divestment | 3 | 1 | 6 | 2 | X | Foreign Large Blend |
| FFDKX | Fidelity K | Owns companies we recommend for divestment | 1 | 2 | 5 | 8 | X | Large Growth |
| FFECX | Nuveen Dividend Value C | Owns companies we recommend for divestment | 1 | 2 | 4 | 4 | X | Large Value |
| FFEFX | Nuveen Dividend Value R6 | Owns companies we recommend for divestment | 1 | 2 | 4 | 4 | X | Large Value |
| FFEGX | Fidelity Freedom Index 2030 Instl Prem | Owns companies we recommend for divestment | 49 | 47 | 82 | 59 | X | Target-Date 2030 |
| FFEIX | Nuveen Dividend Value A | Owns companies we recommend for divestment | 1 | 2 | 4 | 4 | X | Large Value |
| FFEM | Fidelity Fundamental Emerging Mkts ETF | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| FFEZX | Fidelity Freedom Index 2035 Instl Prem | Owns companies we recommend for divestment | 49 | 47 | 82 | 59 | X | Target-Date 2035 |
| FFFEX | Fidelity Freedom 2030 | Owns companies we recommend for divestment | 58 | 41 | 87 | 49 | X | Target-Date 2030 |
| FFFFX | Fidelity Freedom 2040 | Owns companies we recommend for divestment | 58 | 41 | 87 | 49 | X | Target-Date 2040 |
| FFFGX | Fidelity Freedom 2045 | Owns companies we recommend for divestment | 58 | 41 | 87 | 49 | X | Target-Date 2045 |
| FFFHX | Fidelity Freedom 2050 | Owns companies we recommend for divestment | 58 | 41 | 87 | 49 | X | Target-Date 2050 |
| FFFIX | Fidelity Advisor Freedom 2045 I | Owns companies we recommend for divestment | 65 | 48 | 93 | 56 | X | Target-Date 2045 |
| FFFJX | Fidelity Advisor Freedom 2045 C | Owns companies we recommend for divestment | 65 | 48 | 93 | 56 | X | Target-Date 2045 |
| FFFLX | Fidelity Advisor Freedom 2050 A | Owns companies we recommend for divestment | 65 | 48 | 93 | 56 | X | Target-Date 2050 |
| FFFMX | American Funds American Mutual 529-F-3 | Owns companies we recommend for divestment | 9 | 5 | 11 | 14 | X | Large Value |
| FFFPX | Fidelity Advisor Freedom 2050 I | Owns companies we recommend for divestment | 65 | 48 | 93 | 56 | X | Target-Date 2050 |
| FFFQX | Fidelity Advisor Freedom 2050 M | Owns companies we recommend for divestment | 65 | 48 | 93 | 56 | X | Target-Date 2050 |
| FFFTX | Fidelity Advisor Freedom 2045 M | Owns companies we recommend for divestment | 65 | 48 | 93 | 56 | X | Target-Date 2045 |
| FFFYX | Fidelity Advisor Freedom 2050 C | Owns companies we recommend for divestment | 65 | 48 | 93 | 56 | X | Target-Date 2050 |
| FFFZX | Fidelity Advisor Freedom 2045 A | Owns companies we recommend for divestment | 65 | 48 | 93 | 56 | X | Target-Date 2045 |
| FFGAX | Fidelity Advisor Global Commodity Stk A | Owns companies we recommend for divestment | 1 | 2 | 2 | 1 | X | Natural Resources |
| FFGCX | Fidelity Global Commodity Stock | Owns companies we recommend for divestment | 1 | 2 | 2 | 1 | X | Natural Resources |
| FFGGX | American Funds Global Balanced 529-F-2 | Owns companies we recommend for divestment | 10 | 4 | 16 | 11 | X | Global Allocation |
| FFGIX | Fidelity Advisor Global Commodity Stk I | Owns companies we recommend for divestment | 1 | 2 | 2 | 1 | X | Natural Resources |
| FFGRX | Emerald Growth Investor | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Small Growth |
| FFGTX | Fidelity Advisor Global Commodity Stk M | Owns companies we recommend for divestment | 1 | 2 | 2 | 1 | X | Natural Resources |
| FFGX | Fidelity Fundamental Global ex-U.S. ETF | Owns companies we recommend for divestment | 3 | 1 | 5 | 2 | X | Foreign Large Blend |
| FFICX | American Funds Invmt Co of Amer F3 | Owns companies we recommend for divestment | 9 | 7 | 16 | 14 | X | Large Blend |
| FFIDX | Fidelity | Owns companies we recommend for divestment | 1 | 2 | 5 | 8 | X | Large Growth |
| FFIFX | American Funds Income Fund of Amer 529F3 | Owns companies we recommend for divestment | 10 | 8 | 11 | 9 | X | Moderately Aggressive Allocation |
| FFIJX | Fidelity Freedom Index 2065 Investor | Owns companies we recommend for divestment | 49 | 47 | 82 | 59 | X | Target-Date 2065+ |
| FFIKX | Fidelity Freedom Index 2065 Instl Prem | Owns companies we recommend for divestment | 49 | 47 | 82 | 59 | X | Target-Date 2065+ |
| FFIMX | Fidelity Advisor Asset Manager 50% I | Owns companies we recommend for divestment | 12 | 12 | 26 | 15 | X | Moderate Allocation |
| FFIZX | Fidelity Freedom Index 2040 Instl Prem | Owns companies we recommend for divestment | 49 | 47 | 82 | 59 | X | Target-Date 2040 |
| FFLC | Fidelity Fundamental Large Cap Core ETF | Owns companies we recommend for divestment | 6 | 5 | 10 | 10 | X | Large Blend |
| FFLDX | Fidelity Freedom Index 2055 Instl Prem | Owns companies we recommend for divestment | 49 | 47 | 82 | 59 | X | Target-Date 2055 |
| FFLEX | Fidelity Freedom Index 2060 Instl Prem | Owns companies we recommend for divestment | 49 | 47 | 82 | 59 | X | Target-Date 2060 |
| FFLG | Fidelity Fundamental Large Cap Gr ETF | Owns companies we recommend for divestment | 1 | 4 | 9 | 6 | X | Large Growth |
| FFLV | Fidelity Fundamental Large Cap Value ETF | Owns companies we recommend for divestment | 2 | 2 | 5 | 2 | X | Large Value |
| FFMMX | American Funds American Mutual 529-F-2 | Owns companies we recommend for divestment | 9 | 5 | 11 | 14 | X | Large Value |
| FFND | Future Fund Active ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 2 | X | Large Growth |
| FFNOX | Fidelity Multi-Asset Index | Owns companies we recommend for divestment | 47 | 45 | 79 | 59 | X | Moderately Aggressive Allocation |
| FFOG | Franklin Focused Growth ETF | Owns companies we recommend for divestment | 1 | 4 | 3 | 5 | X | Large Growth |
| FFOLX | Fidelity Freedom Index 2045 Instl Prem | Owns companies we recommend for divestment | 49 | 47 | 82 | 59 | X | Target-Date 2045 |
| FFOPX | Fidelity Freedom Index 2050 Instl Prem | Owns companies we recommend for divestment | 49 | 47 | 82 | 59 | X | Target-Date 2050 |
| FFPNX | American Funds New Perspective 529-F-2 | Owns companies we recommend for divestment | 10 | 9 | 18 | 16 | X | Global Large-Stock Growth |
| FFSDX | Fidelity Freedom 2065 K | Owns companies we recommend for divestment | 58 | 41 | 87 | 49 | X | Target-Date 2065+ |
| FFSFX | Fidelity Freedom 2065 | Owns companies we recommend for divestment | 58 | 41 | 87 | 49 | X | Target-Date 2065+ |
| FFSIX | Fidelity Advisor Financials I | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Financial |
| FFSM | Fidelity Fundamental Small-Mid Cap ETF | Owns companies we recommend for divestment | 2 | 3 | 3 | 5 | X | Mid-Cap Blend |
| FFSZX | Fidelity Freedom 2065 K6 | Owns companies we recommend for divestment | 58 | 41 | 87 | 49 | X | Target-Date 2065+ |
| FFTHX | Fidelity Freedom 2035 | Owns companies we recommend for divestment | 58 | 41 | 87 | 49 | X | Target-Date 2035 |
| FFTMX | Fidelity Advisor Asset Manager 50% M | Owns companies we recommend for divestment | 12 | 12 | 26 | 15 | X | Moderate Allocation |
| FFTWX | Fidelity Freedom 2025 | Owns companies we recommend for divestment | 58 | 41 | 87 | 49 | X | Target-Date 2025 |
| FFTY | Innovator IBD® 50 ETF | Owns companies we recommend for divestment | 2 | 1 | 1 | 2 | X | Mid-Cap Growth |
| FFTYX | AB Sustainable US Thematic Advisor | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 2 | V | Large Growth |
| FFXFX | American Funds Fundamental Invs 529-F-2 | Owns companies we recommend for divestment | 10 | 10 | 15 | 17 | X | Large Blend |
| FGADX | Franklin Gold and Precious Metals Adv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Precious Metals |
| FGCKX | Fidelity Growth Company K | Owns companies we recommend for divestment | 6 | 9 | 17 | 12 | X | Large Growth |
| 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 |
| 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 |
| FGDKX | Fidelity Growth Discovery K | Owns companies we recommend for divestment | 2 | 2 | 6 | 7 | X | Large Growth |
| FGDMX | Fidelity Advisor Communication ServicesA | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 3 | 3 | X | Communications |
| FGDTX | Fidelity Advisor Gold M | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Precious Metals |
| FGEAX | Fidelity Advisor Glbl Capital Apprec A | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 5 | 5 | X | Global Large-Stock Growth |
| FGEEX | Fidelity Advisor® Global Equity Inc A | Owns companies we recommend for divestment | 6 | 7 | 12 | 9 | X | Global Large-Stock Blend |
| FGEGX | Fidelity Advisor® Global Equity Inc M | Owns companies we recommend for divestment | 6 | 7 | 12 | 9 | X | Global Large-Stock Blend |
| FGEHX | Fidelity Advisor® Global Equity Inc C | Owns companies we recommend for divestment | 6 | 7 | 12 | 9 | X | Global Large-Stock Blend |
| FGEJX | Fidelity Advisor® Global Equity Inc I | Owns companies we recommend for divestment | 6 | 7 | 12 | 9 | X | Global Large-Stock Blend |
| FGEKX | Fidelity Advisor® Global Equity Inc Z | Owns companies we recommend for divestment | 6 | 7 | 12 | 9 | X | Global Large-Stock Blend |
| FGEMX | Fidelity Advisor Communication ServicesM | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 3 | 3 | X | Communications |
| FGETX | Fidelity Advisor Glbl Capital Apprec M | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 5 | 5 | X | Global Large-Stock Growth |
| FGFAX | Federated Hermes International Leaders A | Owns companies we recommend for divestment | 3 | 2 | 5 | 4 | X | Foreign Large Blend |
| FGFCX | Federated Hermes International Leaders C | Owns companies we recommend for divestment | 3 | 2 | 5 | 4 | X | Foreign Large Blend |
| FGFLX | Federated Hermes Intl Leaders IS | Owns companies we recommend for divestment | 3 | 2 | 5 | 4 | X | Foreign Large Blend |
| FGFRX | Federated Hermes Intl Leaders R | Owns companies we recommend for divestment | 3 | 2 | 5 | 4 | X | Foreign Large Blend |
| FGFWX | American Funds Retire Inc Port-Enh F2 | Owns companies we recommend for divestment | 22 | 22 | 30 | 28 | X | Moderate Allocation |
| FGGGX | American Funds Intl Gr and Inc529-F-2 | Owns companies we recommend for divestment | 6 | 3 | 9 | 6 | X | Foreign Large Blend |
| FGGIX | American Funds Growth and Inc 529-F-2 | Owns companies we recommend for divestment | 25 | 24 | 37 | 31 | X | Moderately Aggressive Allocation |
| FGGPX | American Funds Global Growth 529-F-2 | Owns companies we recommend for divestment | 22 | 22 | 39 | 26 | X | Global Large-Stock Growth |
| FGHMX | Fidelity Advisor Communication ServicesC | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 3 | 3 | X | Communications |
| FGIAX | Nuveen Global Infrastructure A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Infrastructure |
| FGIGX | American Funds Intl Gr and Inc529-F-3 | Owns companies we recommend for divestment | 6 | 3 | 9 | 6 | X | Foreign Large Blend |
| FGIIX | American Funds Growth and Inc 529-F-3 | Owns companies we recommend for divestment | 25 | 24 | 37 | 31 | X | Moderately Aggressive Allocation |
| FGIKX | Fidelity Growth & Income K | Owns companies we recommend for divestment | 6 | 4 | 11 | 11 | X | Large Blend |
| FGILX | Fidelity Global Equity Income | Owns companies we recommend for divestment | 6 | 7 | 12 | 9 | X | Global Large-Stock Blend |
| FGINX | Macquarie Growth and Income A | Owns companies we recommend for divestment | 3 | 6 | 9 | 5 | X | Large Value |
| FGIOX | Fidelity Advisor Growth & Income I | Owns companies we recommend for divestment | 6 | 4 | 11 | 11 | X | Large Blend |
| FGIPX | Macquarie Growth and Income Instl | Owns companies we recommend for divestment | 3 | 6 | 9 | 5 | X | Large Value |
| FGIQX | Macquarie Growth and Income R6 | Owns companies we recommend for divestment | 3 | 6 | 9 | 5 | X | Large Value |
| FGIRX | Fidelity Advisor Growth & Income A | Owns companies we recommend for divestment | 6 | 4 | 11 | 11 | X | Large Blend |
| FGITX | Fidelity Advisor Growth & Income M | Owns companies we recommend for divestment | 6 | 4 | 11 | 11 | X | Large Blend |
| FGIUX | Fidelity Advisor Growth & Income C | Owns companies we recommend for divestment | 6 | 4 | 11 | 11 | X | Large Blend |
| FGIWX | Nuveen Global Infrastructure R6 | 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 |
| FGIZX | Fidelity Advisor Growth & Income Z | Owns companies we recommend for divestment | 6 | 4 | 11 | 11 | X | Large Blend |
| FGJMX | Fidelity Advisor Communication ServicesI | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 3 | 3 | X | Communications |
| FGKFX | Fidelity Growth Company K6 | Owns companies we recommend for divestment | 6 | 9 | 17 | 12 | X | Large Growth |
| FGKMX | Fidelity Advisor Communication ServicesZ | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 3 | 3 | X | Communications |
| FGKPX | Fidelity SAI Em Mkts Lw Vol Idx | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| FGLGX | Fidelity Series Large Cap Stock | Owns companies we recommend for divestment | 6 | 5 | 14 | 12 | X | Large Blend |
| FGM | First Trust Germany AlphaDEX® ETF | Owns companies we recommend for divestment | 1 | 0 | 2 | 0 | X | Miscellaneous Region |
| FGNCX | Nuveen Global Infrastructure C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Infrastructure |
| FGPGX | American Funds Growth Portfolio 529-F-2 | Owns companies we recommend for divestment | 18 | 21 | 29 | 28 | X | Aggressive Allocation |
| FGPMX | Franklin Gold and Precious Metals R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Precious Metals |
| FGPPX | American Funds Global Growth 529-F-3 | Owns companies we recommend for divestment | 22 | 22 | 39 | 26 | X | Global Large-Stock Growth |
| FGRAX | Franklin Growth Opportunities A | Owns companies we recommend for divestment | 1 | 3 | 3 | 7 | X | Large Growth |
| FGRCX | Fidelity Advisor Mega Cap Stock C | Owns companies we recommend for divestment | 4 | 6 | 11 | 9 | X | Large Blend |
| FGREX | Invesco Global Real Estate R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| FGRIX | Fidelity Growth & Income | Owns companies we recommend for divestment | 6 | 4 | 11 | 11 | X | Large Blend |
| FGROX | Emerald Growth Institutional | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Small Growth |
| FGRSX | Federated Hermes Intl Leaders R6 | Owns companies we recommend for divestment | 3 | 2 | 5 | 4 | X | Foreign Large Blend |
| FGRTX | Fidelity Mega Cap Stock | Owns companies we recommend for divestment | 4 | 6 | 11 | 9 | X | Large Blend |
| FGSAX | Federated Hermes MDT Mid Cap Growth A | Owns companies we recommend for divestment | 3 | 4 | 2 | 5 | X | Mid-Cap Growth |
| FGSCX | Federated Hermes MDT Mid Cap Growth C | Owns companies we recommend for divestment | 3 | 4 | 2 | 5 | X | Mid-Cap Growth |
| FGSFX | Fidelity Advisor Growth Strategies A | Owns companies we recommend for divestment | 3 | 3 | 3 | 3 | X | Mid-Cap Growth |
| FGSGX | Fidelity Advisor Growth Strategies M | Owns companies we recommend for divestment | 3 | 3 | 3 | 3 | X | Mid-Cap Growth |
| FGSHX | Fidelity Advisor Growth Strategies C | Owns companies we recommend for divestment | 3 | 3 | 3 | 3 | X | Mid-Cap Growth |
| FGSIX | Federated Hermes MDT Mid Cap Growth IS | Owns companies we recommend for divestment | 3 | 4 | 2 | 5 | X | Mid-Cap Growth |
| FGSJX | Fidelity Advisor Growth Strategies I | Owns companies we recommend for divestment | 3 | 3 | 3 | 3 | X | Mid-Cap Growth |
| FGSKX | Federated Hermes MDT Mid Cap Growth R6 | Owns companies we recommend for divestment | 3 | 4 | 2 | 5 | X | Mid-Cap Growth |
| FGSLX | Fidelity Advisor Growth Strategies Z | Owns companies we recommend for divestment | 3 | 3 | 3 | 3 | X | Mid-Cap Growth |
| FGSRX | Franklin Growth R | Owns companies we recommend for divestment | 3 | 3 | 8 | 10 | X | Large Growth |
| FGTAX | Fidelity Advisor Mega Cap Stock A | Owns companies we recommend for divestment | 4 | 6 | 11 | 9 | X | Large Blend |
| FGTIX | Franklin Growth Allocation A | Owns companies we recommend for divestment | 62 | 32 | 98 | 43 | X | Moderately Aggressive Allocation |
| FGTKX | Fidelity Freedom 2030 K6 | Owns companies we recommend for divestment | 58 | 41 | 87 | 49 | X | Target-Date 2030 |
| FGTRX | Franklin Growth Allocation R | Owns companies we recommend for divestment | 62 | 32 | 98 | 43 | X | Moderately Aggressive Allocation |
| FGTZX | Franklin Growth Allocation Advisor | Owns companies we recommend for divestment | 62 | 32 | 98 | 43 | X | Moderately Aggressive Allocation |
| FHAEX | Fidelity Freedom Blend 2030 K | Owns companies we recommend for divestment | 67 | 41 | 105 | 53 | X | Target-Date 2030 |
| FHANX | Fidelity Freedom Blend 2060 | Owns companies we recommend for divestment | 67 | 41 | 105 | 53 | X | Target-Date 2060 |
| FHAOX | Fidelity Freedom Blend 2055 | Owns companies we recommend for divestment | 67 | 41 | 105 | 53 | X | Target-Date 2055 |
| FHAPX | Fidelity Freedom Blend 2050 | Owns companies we recommend for divestment | 67 | 41 | 105 | 53 | X | Target-Date 2050 |
| FHAQX | Fidelity Freedom Blend 2045 | Owns companies we recommend for divestment | 67 | 41 | 105 | 53 | X | Target-Date 2045 |
| FHARX | Fidelity Freedom Blend 2040 | Owns companies we recommend for divestment | 67 | 41 | 105 | 53 | X | Target-Date 2040 |
| FHASX | Fidelity Freedom Blend 2035 | Owns companies we recommend for divestment | 67 | 41 | 105 | 53 | X | Target-Date 2035 |
| FHATX | Fidelity Freedom Blend 2030 | Owns companies we recommend for divestment | 67 | 41 | 105 | 53 | X | Target-Date 2030 |
| FHAUX | Fidelity Freedom Blend 2025 | Owns companies we recommend for divestment | 67 | 41 | 105 | 53 | X | Target-Date 2025 |
| FHBCX | Fidelity Advisor Freedom Blend 2035 M | Owns companies we recommend for divestment | 67 | 41 | 105 | 53 | X | Target-Date 2035 |
| FHBEX | Fidelity Freedom Blend 2025 K | Owns companies we recommend for divestment | 67 | 41 | 105 | 53 | X | Target-Date 2025 |
| FHBFX | Fidelity Advisor Freedom Blend 2045 Z | Owns companies we recommend for divestment | 67 | 41 | 105 | 53 | X | Target-Date 2045 |
| FHCCX | Fidelity Advisor Health Care C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Health |
| FHCDX | Fidelity Freedom Blend 2060 K6 | Owns companies we recommend for divestment | 67 | 41 | 105 | 53 | X | Target-Date 2060 |
| FHCFX | Fidelity Advisor Freedom Blend 2045 I | Owns companies we recommend for divestment | 67 | 41 | 105 | 53 | X | Target-Date 2045 |
| FHCIX | Fidelity Advisor Health Care I | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Health |
| FHDDX | Fidelity Freedom Blend 2055 K6 | Owns companies we recommend for divestment | 67 | 41 | 105 | 53 | X | Target-Date 2055 |
| FHDEX | Fidelity Advisor Freedom Blend 2040 A | Owns companies we recommend for divestment | 67 | 41 | 105 | 53 | X | Target-Date 2040 |
| FHDFX | Fidelity Advisor Freedom Blend 2045 C | Owns companies we recommend for divestment | 67 | 41 | 105 | 53 | X | Target-Date 2045 |
| 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 |
| FHEDX | Fidelity Freedom Blend 2050 K6 | Owns companies we recommend for divestment | 67 | 41 | 105 | 53 | X | Target-Date 2050 |
| FHEFX | Fidelity Advisor Freedom Blend 2045 M | Owns companies we recommend for divestment | 67 | 41 | 105 | 53 | X | Target-Date 2045 |
| FHEIX | Fidelity Advisor Real Estate I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| FHEQ | Fidelity Hedged Equity ETF | Owns companies we recommend for divestment | 10 | 10 | 17 | 17 | X | Equity Hedged |
| 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 |
| 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 |
| 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 |
| FHETX | Fidelity Advisor Real Estate M | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| FHFAX | Fidelity Advisor Freedom 2055 A | Owns companies we recommend for divestment | 65 | 48 | 93 | 56 | X | Target-Date 2055 |
| FHFCX | Fidelity Advisor Freedom 2055 C | Owns companies we recommend for divestment | 65 | 48 | 93 | 56 | X | Target-Date 2055 |
| FHFDX | Fidelity Freedom Blend 2045 K6 | Owns companies we recommend for divestment | 67 | 41 | 105 | 53 | X | Target-Date 2045 |
| FHFIX | Fidelity Advisor Freedom 2055 I | Owns companies we recommend for divestment | 65 | 48 | 93 | 56 | X | Target-Date 2055 |
| FHFTX | Fidelity Advisor Freedom 2055 M | Owns companies we recommend for divestment | 65 | 48 | 93 | 56 | X | Target-Date 2055 |
| FHFWX | American Funds Retire Inc Port-Mod F2 | Owns companies we recommend for divestment | 21 | 20 | 28 | 27 | X | Moderate Allocation |
| FHGDX | Fidelity Advisor Freedom Blend 2035 I | Owns companies we recommend for divestment | 67 | 41 | 105 | 53 | X | Target-Date 2035 |
| FHGFX | Fidelity Advisor Freedom Blend 2045 A | Owns companies we recommend for divestment | 67 | 41 | 105 | 53 | X | Target-Date 2045 |
| FHGLX | Fidelity Advisor Freedom 2035 K6 | Owns companies we recommend for divestment | 65 | 48 | 93 | 56 | X | Target-Date 2035 |
| FHHDX | Fidelity Freedom Blend 2040 K6 | Owns companies we recommend for divestment | 67 | 41 | 105 | 53 | X | Target-Date 2040 |
| FHHFX | Fidelity Advisor Freedom Blend 2040 Z | Owns companies we recommend for divestment | 67 | 41 | 105 | 53 | X | Target-Date 2040 |
| FHJDX | Fidelity Freedom Blend 2035 K6 | Owns companies we recommend for divestment | 67 | 41 | 105 | 53 | X | Target-Date 2035 |
| FHJEX | Fidelity Advisor Freedom Blend 2060 Z | Owns companies we recommend for divestment | 67 | 41 | 105 | 53 | X | Target-Date 2060 |
| FHJFX | Fidelity Advisor Freedom Blend 2040 I | Owns companies we recommend for divestment | 67 | 41 | 105 | 53 | X | Target-Date 2040 |
| FHJGX | Fidelity Advisor Freedom Blend 2035 A | Owns companies we recommend for divestment | 67 | 41 | 105 | 53 | X | Target-Date 2035 |
| FHJKX | Fidelity Advisor Freedom Blend 2050 A | Owns companies we recommend for divestment | 67 | 41 | 105 | 53 | X | Target-Date 2050 |
| FHJMX | Fidelity Advisor Europe I | Owns companies we recommend for divestment | 2 | 0 | 1 | 2 | X | Europe Stock |
| FHJTX | Fidelity Advisor Europe C | Owns companies we recommend for divestment | 2 | 0 | 1 | 2 | X | Europe Stock |
| FHJUX | Fidelity Advisor Europe A | Owns companies we recommend for divestment | 2 | 0 | 1 | 2 | X | Europe Stock |
| FHJVX | Fidelity Advisor Europe M | Owns companies we recommend for divestment | 2 | 0 | 1 | 2 | X | Europe Stock |
| FHKAX | Fidelity Advisor China Region A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
| FHKCX | Fidelity China Region | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
| FHKDX | Fidelity Freedom Blend 2030 K6 | Owns companies we recommend for divestment | 67 | 41 | 105 | 53 | X | Target-Date 2030 |
| FHKEX | Fidelity Advisor Freedom Blend 2060 I | Owns companies we recommend for divestment | 67 | 41 | 105 | 53 | X | Target-Date 2060 |
| FHKFX | Fidelity Series Emerging Markets | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| 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 |
| FHLC | Fidelity MSCI Health Care ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 1 | 1 | X | Health |
| FHLDX | Fidelity Freedom Blend 2025 K6 | Owns companies we recommend for divestment | 67 | 41 | 105 | 53 | X | Target-Date 2025 |
| FHLEX | Fidelity Advisor Freedom Blend 2060 C | Owns companies we recommend for divestment | 67 | 41 | 105 | 53 | X | Target-Date 2060 |
| FHLFX | Fidelity Series International Index | Owns companies we recommend for divestment | 13 | 6 | 26 | 10 | X | Foreign Large Blend |
| FHMEX | Fidelity Advisor Freedom Blend 2060 M | Owns companies we recommend for divestment | 67 | 41 | 105 | 53 | X | Target-Date 2060 |
| FHNEX | Fidelity Advisor Freedom Blend 2060 A | Owns companies we recommend for divestment | 67 | 41 | 105 | 53 | X | Target-Date 2060 |
| FHOEX | Fidelity Advisor Freedom Blend 2040 M | Owns companies we recommend for divestment | 67 | 41 | 105 | 53 | X | Target-Date 2040 |
| FHOFX | Fidelity Series Large Cp Grwth Idx | Owns companies we recommend for divestment | 9 | 13 | 16 | 14 | X | Large Growth |
| FHPEX | Fidelity Advisor Freedom Blend 2055 Z | Owns companies we recommend for divestment | 67 | 41 | 105 | 53 | X | Target-Date 2055 |
| FHQEX | Fidelity Advisor Freedom Blend 2055 I | Owns companies we recommend for divestment | 67 | 41 | 105 | 53 | X | Target-Date 2055 |
| FHREX | Fidelity Advisor Freedom Blend 2055 C | Owns companies we recommend for divestment | 67 | 41 | 105 | 53 | X | Target-Date 2055 |
| FHSDX | Fidelity Advisor Freedom Blend 2035 Z | Owns companies we recommend for divestment | 67 | 41 | 105 | 53 | X | Target-Date 2035 |
| FHTDX | Fidelity Freedom Blend 2060 K | Owns companies we recommend for divestment | 67 | 41 | 105 | 53 | X | Target-Date 2060 |
| FHTEX | Fidelity Advisor Freedom Blend 2055 M | Owns companies we recommend for divestment | 67 | 41 | 105 | 53 | X | Target-Date 2055 |
| FHTKX | Fidelity Freedom 2040 K6 | Owns companies we recommend for divestment | 58 | 41 | 87 | 49 | X | Target-Date 2040 |
| FHUEX | Fidelity Advisor Freedom Blend 2055 A | Owns companies we recommend for divestment | 67 | 41 | 105 | 53 | X | Target-Date 2055 |
| FHUMX | Federated Hermes US SMID Institutional | Owns companies we recommend for divestment | 1 | 1 | 0 | 2 | X | Mid-Cap Blend |
| FHVCX | Fidelity Advisor Freedom Blend 2035 C | Owns companies we recommend for divestment | 67 | 41 | 105 | 53 | X | Target-Date 2035 |
| FHVDX | Fidelity Freedom Blend 2055 K | Owns companies we recommend for divestment | 67 | 41 | 105 | 53 | X | Target-Date 2055 |
| FHVEX | Fidelity Advisor Freedom Blend 2050 Z | Owns companies we recommend for divestment | 67 | 41 | 105 | 53 | X | Target-Date 2050 |
| FHWDX | Fidelity Freedom Blend 2050 K | Owns companies we recommend for divestment | 67 | 41 | 105 | 53 | X | Target-Date 2050 |
| FHWEX | Fidelity Advisor Freedom Blend 2050 I | Owns companies we recommend for divestment | 67 | 41 | 105 | 53 | X | Target-Date 2050 |
| FHXDX | Fidelity Freedom Blend 2045 K | Owns companies we recommend for divestment | 67 | 41 | 105 | 53 | X | Target-Date 2045 |
| FHXEX | Fidelity Advisor Freedom Blend 2050 C | Owns companies we recommend for divestment | 67 | 41 | 105 | 53 | X | Target-Date 2050 |
| FHYDX | Fidelity Freedom Blend 2040 K | Owns companies we recommend for divestment | 67 | 41 | 105 | 53 | X | Target-Date 2040 |
| FHYEX | Fidelity Advisor Freedom Blend 2050 M | Owns companies we recommend for divestment | 67 | 41 | 105 | 53 | X | Target-Date 2050 |
| FHZDX | Fidelity Freedom Blend 2035 K | Owns companies we recommend for divestment | 67 | 41 | 105 | 53 | X | Target-Date 2035 |
| FHZEX | Fidelity Advisor Freedom Blend 2040 C | Owns companies we recommend for divestment | 67 | 41 | 105 | 53 | X | Target-Date 2040 |
| FIADX | Fidelity Advisor International Discv I | 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 |
| FIASX | Fidelity Advisor Intl Small Cap A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Blend |
| FIATX | Fidelity Advisor Intl Cap App M | Owns companies we recommend for divestment | 4 | 0 | 6 | 2 | X | Foreign Large Growth |
| FICCX | Fidelity Advisor Canada I | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Miscellaneous Region |
| FICDX | Fidelity Canada | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Miscellaneous Region |
| FICEX | Frost Growth Equity Inst | Owns companies we recommend for divestment | 1 | 3 | 7 | 5 | X | Large Growth |
| FICGX | Cantor Fitzgerald Large Cap Fcs Cl A | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 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 | 2 | 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 | 2 | 4 | 2 | X | Large Growth |
| FICS | First Trust Intl Developed Cap Strth ETF | Owns companies we recommend for divestment | 2 | 1 | 2 | 2 | X | Foreign Large Growth |
| FICSX | Fidelity Advisor Intl Small Cap C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Blend |
| FID | First Trust S&P Int Div Aristocrats ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Foreign Large Value |
| FIDAX | JHancock Financial Industries A | Owns companies we recommend for divestment | 1 | 2 | 1 | 3 | X | Financial |
| FIDCX | JHancock Financial Industries C | Owns companies we recommend for divestment | 1 | 2 | 1 | 3 | X | Financial |
| FIDEX | Fidelity SAI Sustainable U.S. Equity Fd | Owns companies we recommend for divestment | 1 | 2 | 3 | 7 | V | Large Blend |
| FIDFX | Fidelity Advisor Mid Cap Value Z | Owns companies we recommend for divestment | 3 | 2 | 7 | 2 | X | Mid-Cap Value |
| FIDGX | Fidelity Advisor Small Cap Growth Z | Owns companies we recommend for divestment | 3 | 3 | 3 | 6 | X | Small Growth |
| FIDI | Fidelity International High Div ETF | Owns companies we recommend for divestment | 3 | 2 | 5 | 3 | X | Foreign Large Value |
| FIDJX | Fidelity SAI Sustainable Sector Fund | Owns companies we recommend for divestment | 7 | 8 | 12 | 11 | V | Large Blend |
| FIDKX | Fidelity International Discovery K | Owns companies we recommend for divestment | 2 | 0 | 6 | 1 | X | Foreign Large Growth |
| FIDLX | Fidelity Advisor Large Cap Z | Owns companies we recommend for divestment | 6 | 5 | 14 | 12 | X | Large Blend |
| FIDPX | Federated Hermes Intl Dividend Strategy | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Large Value |
| FIDSX | Fidelity Select Financials Port | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Financial |
| FIDU | Fidelity MSCI Industrials ETF | Owns companies we recommend for divestment | 19 | 6 | 13 | 21 | X | Industrials |
| FIDZX | Fidelity Advisor Intl Cap App Z | Owns companies we recommend for divestment | 4 | 0 | 6 | 2 | X | Foreign Large Growth |
| FIEUX | Fidelity Europe | Owns companies we recommend for divestment | 2 | 0 | 1 | 2 | X | Europe Stock |
| FIEWX | American Funds Retire Inc Port-Enh F3 | Owns companies we recommend for divestment | 22 | 22 | 30 | 28 | X | Moderate Allocation |
| FIEZX | Fidelity Advisor Total Intl Equity Z | Owns companies we recommend for divestment | 4 | 2 | 6 | 4 | X | Foreign Large Blend |
| FIFAX | American Funds Income Fund of Amer F3 | Owns companies we recommend for divestment | 10 | 8 | 11 | 9 | X | Moderately Aggressive Allocation |
| FIFFX | Fidelity Advisor Freedom 2040 I | Owns companies we recommend for divestment | 65 | 48 | 93 | 56 | X | Target-Date 2040 |
| FIFNX | Fidelity Advisor Founders | Owns companies we recommend for divestment | 3 | 4 | 6 | 9 | X | Large Growth |
| FIFOX | Fidelity Advisor Founders A | Owns companies we recommend for divestment | 3 | 4 | 6 | 9 | X | Large Growth |
| FIFPX | Fidelity Advisor Founders M | Owns companies we recommend for divestment | 3 | 4 | 6 | 9 | X | Large Growth |
| FIFQX | Fidelity Advisor Founders C | Owns companies we recommend for divestment | 3 | 4 | 6 | 9 | X | Large Growth |
| FIFRX | Franklin Growth R6 | Owns companies we recommend for divestment | 3 | 3 | 8 | 10 | X | Large Growth |
| FIFVX | Fidelity Advisor Founders I | Owns companies we recommend for divestment | 3 | 4 | 6 | 9 | X | Large Growth |
| FIFWX | Fidelity Advisor Founders Z | Owns companies we recommend for divestment | 3 | 4 | 6 | 9 | X | Large Growth |
| FIGCX | Fidelity Advisor International Growth C | Owns companies we recommend for divestment | 2 | 0 | 2 | 2 | X | Foreign Large Growth |
| FIGFX | Fidelity International Growth | Owns companies we recommend for divestment | 2 | 0 | 2 | 2 | X | Foreign Large Growth |
| FIGRX | Fidelity International Discovery | Owns companies we recommend for divestment | 2 | 0 | 6 | 1 | X | Foreign Large Growth |
| FIGSX | Fidelity Series International Growth | Owns companies we recommend for divestment | 2 | 0 | 2 | 2 | X | Foreign Large Growth |
| FIHFX | Fidelity Freedom Index 2035 Investor | Owns companies we recommend for divestment | 49 | 47 | 82 | 59 | X | Target-Date 2035 |
| FIIAX | Fidelity Advisor Mid Cap II A | Owns companies we recommend for divestment | 2 | 4 | 2 | 5 | X | Mid-Cap Blend |
| FIICX | Fidelity Advisor Mid Cap II C | Owns companies we recommend for divestment | 2 | 4 | 2 | 5 | X | Mid-Cap Blend |
| FIIIX | Fidelity Advisor International Growth I | Owns companies we recommend for divestment | 2 | 0 | 2 | 2 | X | Foreign Large Growth |
| FIIMX | Fidelity Advisor Mid Cap II I | Owns companies we recommend for divestment | 2 | 4 | 2 | 5 | X | Mid-Cap Blend |
| FIJCX | Fidelity Advisor Consumer Staples Z | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 0 | 0 | X | Consumer Defensive |
| FIJDX | Fidelity Advisor Gold Z | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Precious Metals |
| FIJFX | Fidelity Advisor Materials Z | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Natural Resources |
| FIJGX | Fidelity Advisor Telecommunications Z | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Communications |
| FIJMX | Fidelity Advisor Freedom 2025 Z | Owns companies we recommend for divestment | 65 | 48 | 93 | 56 | X | Target-Date 2025 |
| FIJNX | Fidelity Advisor Freedom 2030 Z | Owns companies we recommend for divestment | 65 | 48 | 93 | 56 | X | Target-Date 2030 |
| FIJOX | Fidelity Advisor Freedom 2035 Z | Owns companies we recommend for divestment | 65 | 48 | 93 | 56 | X | Target-Date 2035 |
| FIJPX | Fidelity Advisor Freedom 2040 Z | Owns companies we recommend for divestment | 65 | 48 | 93 | 56 | X | Target-Date 2040 |
| FIJQX | Fidelity Advisor Freedom 2045 Z | Owns companies we recommend for divestment | 65 | 48 | 93 | 56 | X | Target-Date 2045 |
| FIJRX | Fidelity Advisor Freedom 2050 Z | Owns companies we recommend for divestment | 65 | 48 | 93 | 56 | X | Target-Date 2050 |
| FIJSX | Fidelity Advisor Freedom 2055 Z | Owns companies we recommend for divestment | 65 | 48 | 93 | 56 | X | Target-Date 2055 |
| FIJTX | Fidelity Advisor Freedom 2060 Z | Owns companies we recommend for divestment | 65 | 48 | 93 | 56 | X | Target-Date 2060 |
| FIJYX | Fidelity Advisor Biotechnology Z | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Health |
| FIJZX | Fidelity Advisor Consumer Discret Z | Owns companies we recommend for divestment | 1 | 5 | 4 | 3 | X | Consumer Cyclical |
| FIKAX | Fidelity Advisor Energy Z | Owns companies we recommend for divestment | 2 | 0 | 3 | 0 | X | Equity Energy |
| FIKBX | Fidelity Advisor Financials Z | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Financial |
| FIKCX | Fidelity Advisor Health Care Z | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Health |
| FIKDX | Kempner Multi-Cap Deep Value Instl | Owns companies we recommend for divestment | 2 | 2 | 3 | 3 | X | Large Value |
| FIKEX | Fidelity Advisor Industrials Z | Owns companies we recommend for divestment | 8 | 1 | 5 | 6 | X | Industrials |
| FIKGX | Fidelity Advisor Semiconductors Z | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Technology |
| FIKHX | Fidelity Advisor Technology Z | Owns companies we recommend for divestment | 1 | 2 | 5 | 5 | X | Technology |
| FIKIX | Fidelity Advisor Utilities Z | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Utilities |
| FIKJX | Fidelity Advisor Real Estate Z | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| FIKKX | Fidelity Advisor Global Real Estate Z | Owns no companies in our database | 0 | 0 | 0 | 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 |
| FIKNX | Fidelity Advisor Small Cap Value Z | Owns companies we recommend for divestment | 2 | 2 | 1 | 4 | X | Small Value |
| FIKZX | Fidelity Advisor Asset Manager 50% Z | Owns companies we recommend for divestment | 12 | 12 | 26 | 15 | X | Moderate Allocation |
| FILFX | Strategic Advisers International | Owns companies we recommend for divestment | 44 | 14 | 84 | 17 | X | Foreign Large Blend |
| FILL | iShares MSCI Global Energy Producers ETF | Owns companies we recommend for divestment | 4 | 0 | 6 | 0 | X | Equity Energy |
| FILRX | Franklin Intl Growth R6 | Owns companies we recommend for divestment | 1 | 1 | 0 | 0 | X | Foreign Large Growth |
| FIMKX | Fidelity Advisor Focused Em Mkts I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| 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 |
| FIMVX | Fidelity Mid Cap Value Index | Owns companies we recommend for divestment | 10 | 15 | 9 | 18 | X | Mid-Cap Value |
| FIMWX | American Funds Retire Inc Port-Mod F3 | Owns companies we recommend for divestment | 21 | 20 | 28 | 27 | X | Moderate Allocation |
| FINE | Themes European Luxury ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Consumer Cyclical |
| FINFX | American Funds Fundamental Invs F2 | Owns companies we recommend for divestment | 10 | 10 | 15 | 17 | X | Large Blend |
| FINSX | Fidelity Advisor New Insights I | Owns companies we recommend for divestment | 13 | 11 | 18 | 18 | X | Large Growth |
| FINVX | Fidelity Series International Value | Owns companies we recommend for divestment | 3 | 2 | 5 | 2 | X | Foreign Large Value |
| FINX | Global X FinTech ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Technology |
| FIOFX | Fidelity Freedom Index 2045 Investor | Owns companies we recommend for divestment | 49 | 47 | 82 | 59 | X | Target-Date 2045 |
| FIONX | Fidelity SAI International Index | Owns companies we recommend for divestment | 13 | 6 | 26 | 10 | X | Foreign Large Blend |
| FIOOX | Fidelity Series Large Cap Value Index | Owns companies we recommend for divestment | 20 | 24 | 26 | 31 | X | Large Value |
| FIPFX | Fidelity Freedom Index 2050 Investor | Owns companies we recommend for divestment | 49 | 47 | 82 | 59 | X | Target-Date 2050 |
| FIQAX | Fidelity Advisor Asset Manager 60% Z | Owns companies we recommend for divestment | 12 | 12 | 26 | 15 | X | Moderate Allocation |
| FIQBX | Fidelity Advisor Asset Manager 70% Z | Owns companies we recommend for divestment | 12 | 12 | 26 | 15 | X | Moderately Aggressive Allocation |
| FIQCX | Fidelity Advisor Asset Manager 85% Z | Owns companies we recommend for divestment | 12 | 12 | 26 | 15 | X | Aggressive Allocation |
| FIQEX | Fidelity Advisor Canada Z | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Miscellaneous Region |
| FIQFX | Fidelity Advisor China Region Z | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
| FIQGX | Fidelity Advisor Emerg Mkts Discv Z | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| FIQHX | Fidelity Advisor Europe Z | Owns companies we recommend for divestment | 2 | 0 | 1 | 2 | X | Europe Stock |
| FIQIX | Fidelity Advisor Intl Small Cap Z | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Blend |
| FIQJX | Fidelity Advisor Intl Sm Cap Opps Z | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
| FIQKX | Fidelity Advisor International Value Z | Owns companies we recommend for divestment | 3 | 2 | 5 | 2 | X | Foreign Large Value |
| FIQLX | Fidelity Advisor Japan Z | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Japan Stock |
| FIQOX | Fidelity Advisor Worldwide Z | Owns companies we recommend for divestment | 3 | 7 | 6 | 10 | X | Global Large-Stock Growth |
| FIQPX | Fidelity Advisor Emerging Asia Z | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Pacific/Asia ex-Japan Stk |
| FIQRX | Fidelity Advisor Global Commodity Stk Z | Owns companies we recommend for divestment | 1 | 2 | 2 | 1 | X | Natural Resources |
| FIQWX | Fidelity Advisor Strategic Div & Inc Z | Owns companies we recommend for divestment | 7 | 9 | 13 | 13 | X | Moderately Aggressive Allocation |
| 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 |
| 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 |
| 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 |
| FISEX | Franklin Equity Income A | Owns companies we recommend for divestment | 4 | 3 | 6 | 4 | X | Large Value |
| FISGX | Nuveen Mid Cap Growth Opps I | Owns companies we recommend for divestment | 2 | 1 | 1 | 3 | X | Mid-Cap Growth |
| FISMX | Fidelity International Small Cap | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Blend |
| FISPX | Federated Hermes Max-Cap Index IS | Owns companies we recommend for divestment | 17 | 20 | 28 | 25 | X | Large Blend |
| FISVX | Fidelity Small Cap Value Index | Owns companies we recommend for divestment | 6 | 7 | 7 | 6 | X | Small Value |
| FISZX | Fidelity SAI Intl SMA Cmpltn | Owns companies we recommend for divestment | 1 | 1 | 2 | 2 | X | Foreign Large Growth |
| FITE | SPDR® S&P Kensho Future Security ETF | Owns companies we recommend for divestment | 11 | 0 | 10 | 13 | X | Technology |
| FITFX | Fidelity Flex International Index | Owns companies we recommend for divestment | 17 | 9 | 37 | 11 | X | Foreign Large Blend |
| FITGX | Fidelity Advisor International Growth M | Owns companies we recommend for divestment | 2 | 0 | 2 | 2 | X | Foreign Large Growth |
| FITHX | Fidelity Advisor Freedom 2035 I | Owns companies we recommend for divestment | 65 | 48 | 93 | 56 | X | Target-Date 2035 |
| FITIX | Fidelity Advisor Mid Cap II M | Owns companies we recommend for divestment | 2 | 4 | 2 | 5 | X | Mid-Cap Blend |
| FITLX | Fidelity U.S. Sustainability Index | Owns companies we recommend for divestment | 6 | 10 | 11 | 11 | V | Large Blend |
| FITMX | Fidelity SAI International Mtm Idx | Owns companies we recommend for divestment | 7 | 3 | 7 | 4 | X | Foreign Large Growth |
| FITWX | Fidelity Advisor Freedom 2025 I | Owns companies we recommend for divestment | 65 | 48 | 93 | 56 | X | Target-Date 2025 |
| FIUIX | Fidelity Telecom and Utilities | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Utilities |
| FIUSX | Macquarie Opportunity A | Owns companies we recommend for divestment | 3 | 2 | 3 | 4 | X | Mid-Cap Value |
| FIVA | Fidelity International Value Factor ETF | Owns companies we recommend for divestment | 2 | 3 | 6 | 3 | X | Foreign Large Value |
| FIVCX | Macquarie Opportunity C | Owns companies we recommend for divestment | 3 | 2 | 3 | 4 | X | Mid-Cap Value |
| FIVFX | Fidelity International Capital Apprec | Owns companies we recommend for divestment | 4 | 0 | 6 | 2 | X | Foreign Large Growth |
| FIVLX | Fidelity International Value | Owns companies we recommend for divestment | 3 | 2 | 5 | 2 | X | Foreign Large Value |
| FIVMX | Fidelity Advisor International Value A | Owns companies we recommend for divestment | 3 | 2 | 5 | 2 | X | Foreign Large Value |
| FIVOX | Fidelity Advisor International Value C | Owns companies we recommend for divestment | 3 | 2 | 5 | 2 | X | Foreign Large Value |
| FIVPX | Fidelity Advisor International Value M | Owns companies we recommend for divestment | 3 | 2 | 5 | 2 | X | Foreign Large Value |
| FIVQX | Fidelity Advisor International Value I | Owns companies we recommend for divestment | 3 | 2 | 5 | 2 | X | Foreign Large Value |
| FIVUX | Macquarie Opportunity Instl | 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 |
| FIW | First Trust Water ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Natural Resources |
| FIWCX | Fidelity SAI International Value Index | Owns companies we recommend for divestment | 2 | 2 | 7 | 5 | X | Foreign Large Value |
| FIXIX | Fidelity Advisor Intl Small Cap I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Blend |
| FIZRX | Macquarie Opportunity R | Owns companies we recommend for divestment | 3 | 2 | 3 | 4 | X | Mid-Cap Value |
| FJABX | Fidelity Advisor Freedom Blend 2025 Z | Owns companies we recommend for divestment | 67 | 41 | 105 | 53 | X | Target-Date 2025 |
| FJACX | Fidelity Series Small Cap Discovery | Owns companies we recommend for divestment | 1 | 1 | 1 | 1 | X | Small Blend |
| FJADX | Fidelity Advisor Freedom Blend 2025 I | Owns companies we recommend for divestment | 67 | 41 | 105 | 53 | X | Target-Date 2025 |
| FJAEX | Fidelity Advisor Freedom Blend 2025 C | Owns companies we recommend for divestment | 67 | 41 | 105 | 53 | X | Target-Date 2025 |
| FJAGX | Fidelity Advisor Freedom Blend 2025 M | Owns companies we recommend for divestment | 67 | 41 | 105 | 53 | X | Target-Date 2025 |
| FJAHX | Fidelity Advisor Freedom Blend 2025 A | Owns companies we recommend for divestment | 67 | 41 | 105 | 53 | X | Target-Date 2025 |
| FJAMX | Fidelity Advisor Freedom Blend 2030 A | Owns companies we recommend for divestment | 67 | 41 | 105 | 53 | X | Target-Date 2030 |
| FJEFX | Fidelity Advisor Freedom Blend 2030 I | Owns companies we recommend for divestment | 67 | 41 | 105 | 53 | X | Target-Date 2030 |
| FJLMX | Fidelity Advisor Freedom Blend 2030 Z | Owns companies we recommend for divestment | 67 | 41 | 105 | 53 | X | Target-Date 2030 |
| FJLSX | Fidelity Flex Freedom Blend 2035 | Owns companies we recommend for divestment | 67 | 41 | 105 | 53 | X | Target-Date 2035 |
| FJP | First Trust Japan AlphaDEX® ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 3 | 3 | X | Japan Stock |
| FJPCX | Fidelity Advisor Japan C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Japan Stock |
| FJPIX | Fidelity Advisor Japan I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Japan Stock |
| FJPNX | Fidelity Japan | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Japan Stock |
| FJPTX | Fidelity Advisor Japan M | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Japan Stock |
| FJSCX | Fidelity Japan Smaller Companies | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Japan Stock |
| FJTKX | Fidelity Freedom 2045 K6 | Owns companies we recommend for divestment | 58 | 41 | 87 | 49 | X | Target-Date 2045 |
| FJTMX | Fidelity Advisor Freedom Blend 2030 C | Owns companies we recommend for divestment | 67 | 41 | 105 | 53 | X | Target-Date 2030 |
| FKACX | Franklin Growth Opportunities C | Owns companies we recommend for divestment | 1 | 3 | 3 | 7 | X | Large Growth |
| FKAIX | Federated Hermes Kaufmann Small Cap IS | 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 |
| FKARX | Franklin Growth Opportunities R | Owns companies we recommend for divestment | 1 | 3 | 3 | 7 | X | Large Growth |
| 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 |
| FKDNX | Franklin DynaTech A | Owns companies we recommend for divestment | 3 | 3 | 5 | 9 | X | Large Growth |
| FKEMX | Fidelity Emerging Markets K | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| FKGLX | Fidelity Advisor Freedom 2040 K6 | Owns companies we recommend for divestment | 65 | 48 | 93 | 56 | X | Target-Date 2040 |
| FKGRX | Franklin Growth A | Owns companies we recommend for divestment | 3 | 3 | 8 | 10 | X | Large Growth |
| FKICX | Fidelity Small Cap Stock K6 | Owns companies we recommend for divestment | 2 | 3 | 1 | 3 | X | Small Blend |
| FKIDX | Fidelity Diversified Intl K6 | Owns companies we recommend for divestment | 4 | 1 | 6 | 4 | X | Foreign Large Growth |
| FKKSX | Federated Hermes Kaufmann Small Cap R | Owns companies we recommend for divestment | 2 | 2 | 1 | 2 | X | Small Growth |
| FKMCX | Fidelity Mid-Cap Stock K | Owns companies we recommend for divestment | 3 | 3 | 2 | 5 | X | Mid-Cap Blend |
| FKRCX | Franklin Gold and Precious Metals A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Precious Metals |
| FKU | First Trust United Kingdom AlphaDEX® ETF | Owns companies we recommend for divestment | 3 | 1 | 2 | 2 | X | Miscellaneous Region |
| 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 |
| FLACX | Fidelity Advisor Stock Sel All Cp C | Owns companies we recommend for divestment | 8 | 12 | 15 | 12 | X | Large Blend |
| FLADX | Franklin LifeSmart 2040 Ret Trgt A | Owns companies we recommend for divestment | 62 | 32 | 98 | 43 | X | Target-Date 2040 |
| FLAPX | Fidelity Flex Mid Cap Index | Owns companies we recommend for divestment | 13 | 16 | 12 | 21 | X | Mid-Cap Blend |
| FLASX | Franklin LifeSmart 2060 RetTrgt A | Owns companies we recommend for divestment | 61 | 32 | 97 | 43 | X | Target-Date 2060 |
| FLAU | Franklin FTSE Australia ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Miscellaneous Region |
| FLAX | Franklin FTSE Asia ex Japan ETF | Owns companies we recommend for divestment | 1 | 0 | 8 | 0 | X | Pacific/Asia ex-Japan Stk |
| FLBR | Franklin FTSE Brazil ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Latin America Stock |
| FLBSX | Franklin LifeSmart 2060 RetTrgt C | Owns companies we recommend for divestment | 61 | 32 | 97 | 43 | X | Target-Date 2060 |
| FLCA | Franklin FTSE Canada ETF | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Miscellaneous Region |
| FLCC | Federated Hermes MDT Large Cap Core ETF | Owns companies we recommend for divestment | 4 | 9 | 10 | 11 | X | Large Blend |
| FLCCX | Fidelity Advisor Large Cap C | Owns companies we recommend for divestment | 6 | 5 | 14 | 12 | X | Large Blend |
| FLCG | Federated Hermes MDT Large Cap Gr ETF | Owns companies we recommend for divestment | 3 | 5 | 6 | 6 | X | Large Growth |
| FLCH | Franklin FTSE China ETF | Owns companies we recommend for divestment | 1 | 0 | 3 | 0 | X | China Region |
| FLCKX | Fidelity Leveraged Company Stock K | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 5 | 4 | X | Large Blend |
| FLCNX | Fidelity Contrafund K6 | Owns companies we recommend for divestment | 12 | 11 | 19 | 18 | X | Large Growth |
| FLCOX | Fidelity Large Cap Value Index | Owns companies we recommend for divestment | 20 | 24 | 26 | 31 | X | Large Value |
| FLCPX | Fidelity SAI US Large Cap Index | Owns companies we recommend for divestment | 18 | 20 | 28 | 26 | X | Large Blend |
| FLCSX | Fidelity Large Cap Stock | Owns companies we recommend for divestment | 6 | 5 | 14 | 12 | X | Large Blend |
| FLCV | Federated Hermes MDT Large Cap Value ETF | Owns companies we recommend for divestment | 5 | 7 | 7 | 5 | X | Large Value |
| FLDZ | RiverNorth Patriot ETF | Owns companies we recommend for divestment | 4 | 10 | 1 | 10 | X | Mid-Cap Blend |
| FLEE | Franklin FTSE Europe ETF | Owns companies we recommend for divestment | 7 | 4 | 15 | 6 | X | Europe Stock |
| FLEJX | Fidelity Advisor® Leveraged CoStock A | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 5 | 4 | X | Large Blend |
| FLELX | Fidelity Advisor® Leveraged CoStock M | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 5 | 4 | X | Large Blend |
| FLEMX | Fidelity Advisor® Leveraged CoStock C | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 5 | 4 | X | Large Blend |
| FLENX | Fidelity Advisor® Leveraged CoStock I | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 5 | 4 | X | Large Blend |
| FLEOX | Fidelity Advisor® Leveraged CoStock Z | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 5 | 4 | X | Large Blend |
| FLERX | Franklin LifeSmart 2030 Ret Trgt R6 | Owns companies we recommend for divestment | 62 | 32 | 98 | 43 | X | Target-Date 2030 |
| FLESX | Franklin LifeSmart 2060 RetTrgt R | Owns companies we recommend for divestment | 61 | 32 | 97 | 43 | X | Target-Date 2060 |
| FLEU | Franklin FTSE Eurozone ETF | Owns companies we recommend for divestment | 4 | 2 | 8 | 3 | X | Europe Stock |
| FLFSX | Franklin LifeSmart 2060 RetTrgt R6 | Owns companies we recommend for divestment | 61 | 32 | 97 | 43 | X | Target-Date 2060 |
| FLGB | Franklin FTSE United Kingdom ETF | Owns companies we recommend for divestment | 3 | 1 | 2 | 3 | X | Miscellaneous Region |
| FLGR | Franklin FTSE Germany ETF | Owns companies we recommend for divestment | 1 | 0 | 5 | 0 | X | Miscellaneous Region |
| FLHK | Franklin FTSE Hong Kong ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
| 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 |
| FLIN | Franklin FTSE India ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | India Equity |
| 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 |
| FLJP | Franklin FTSE Japan ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 7 | 3 | X | Japan Stock |
| FLJSX | Franklin LifeSmart 2060 Ret TrgtAdv | Owns companies we recommend for divestment | 61 | 32 | 97 | 43 | X | Target-Date 2060 |
| 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 |
| FLKSX | Fidelity Low-Priced Stock K6 | Owns companies we recommend for divestment | 6 | 7 | 5 | 9 | X | Mid-Cap Value |
| FLLA | Franklin FTSE Latin America ETF | Owns companies we recommend for divestment | 1 | 0 | 2 | 0 | X | Latin America Stock |
| FLMAX | Meeder Muirfield Adviser | Owns companies we recommend for divestment | 3 | 10 | 7 | 8 | X | Tactical Allocation |
| FLMFX | Meeder Muirfield Retail | Owns companies we recommend for divestment | 3 | 10 | 7 | 8 | X | Tactical Allocation |
| FLMIX | Meeder Muirfield Institutional | Owns companies we recommend for divestment | 3 | 10 | 7 | 8 | X | Tactical Allocation |
| FLMVX | JPMorgan Mid Cap Value L | Owns companies we recommend for divestment | 3 | 3 | 2 | 3 | X | Mid-Cap Value |
| FLMX | Franklin FTSE Mexico ETF | Owns companies we recommend for divestment | 1 | 0 | 2 | 0 | X | Miscellaneous Region |
| FLN | First Trust Latin America AlphaDEX® ETF | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Latin America Stock |
| FLOLX | Franklin LifeSmart 2040 Ret Trgt C | Owns companies we recommend for divestment | 62 | 32 | 98 | 43 | X | Target-Date 2040 |
| FLOW | Global X U.S. Cash Flow Kings 100 ETF | Owns companies we recommend for divestment | 2 | 2 | 5 | 1 | X | Mid-Cap Value |
| FLOWX | Fidelity Water Sustainability | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | V | Natural Resources |
| FLPCX | Fidelity Advisor Low-Priced Stock A | Owns companies we recommend for divestment | 6 | 7 | 5 | 9 | X | Mid-Cap Value |
| FLPDX | Fidelity Advisor Low-Priced Stock M | Owns companies we recommend for divestment | 6 | 7 | 5 | 9 | X | Mid-Cap Value |
| FLPEX | Fidelity Advisor Low-Priced Stock C | Owns companies we recommend for divestment | 6 | 7 | 5 | 9 | X | Mid-Cap Value |
| FLPFX | Fidelity Advisor Low-Priced Stock I | Owns companies we recommend for divestment | 6 | 7 | 5 | 9 | X | Mid-Cap Value |
| FLPGX | Fidelity Advisor Low-Priced Stock Z | Owns companies we recommend for divestment | 6 | 7 | 5 | 9 | X | Mid-Cap Value |
| FLPKX | Fidelity Low-Priced Stock K | Owns companies we recommend for divestment | 6 | 7 | 5 | 9 | X | Mid-Cap Value |
| FLPSX | Fidelity Low-Priced Stock | Owns companies we recommend for divestment | 6 | 7 | 5 | 9 | X | Mid-Cap Value |
| FLQL | Franklin US Large Cap Mltfctr Idx ETF | Owns companies we recommend for divestment | 6 | 11 | 13 | 13 | X | Large Blend |
| FLQM | Franklin US Mid Cap Mltfctr Idx ETF | Owns companies we recommend for divestment | 3 | 6 | 3 | 4 | X | Mid-Cap Blend |
| FLQS | Franklin US Small Cap Mltfctr Idx ETF | Owns companies we recommend for divestment | 3 | 5 | 4 | 4 | X | Small Blend |
| FLRAX | Nuveen Large Cap Select A | Owns companies we recommend for divestment | 1 | 3 | 6 | 5 | X | Large Blend |
| FLREX | Franklin LifeSmart 2040 Ret Trgt R6 | Owns companies we recommend for divestment | 62 | 32 | 98 | 43 | X | Target-Date 2040 |
| FLRFX | Franklin LifeSmart 2025 Ret TrgtAdv | Owns companies we recommend for divestment | 62 | 32 | 98 | 43 | X | Target-Date 2025 |
| FLRG | Fidelity U.S. Multifactor ETF | Owns companies we recommend for divestment | 3 | 3 | 7 | 6 | X | Large Blend |
| FLRGX | Franklin LifeSmart 2035 Ret Trgt R | Owns companies we recommend for divestment | 62 | 32 | 98 | 43 | X | Target-Date 2035 |
| FLRHX | Franklin LifeSmart 2035 Ret TrgtAdv | Owns companies we recommend for divestment | 62 | 32 | 98 | 43 | X | Target-Date 2035 |
| FLRIX | Franklin LifeSmart 2045 Ret Trgt C | Owns companies we recommend for divestment | 61 | 32 | 97 | 43 | X | Target-Date 2045 |
| FLRJX | Franklin LifeSmart 2045 Ret Trgt R | Owns companies we recommend for divestment | 61 | 32 | 97 | 43 | X | Target-Date 2045 |
| FLRLX | Franklin LifeSmart 2045 Ret TrgtAdv | Owns companies we recommend for divestment | 61 | 32 | 97 | 43 | X | Target-Date 2045 |
| FLRSX | Franklin LifeSmart 2030 Ret Trgt A | Owns companies we recommend for divestment | 62 | 32 | 98 | 43 | X | Target-Date 2030 |
| FLRTX | Franklin LifeSmart 2030 Ret Trgt C | Owns companies we recommend for divestment | 62 | 32 | 98 | 43 | X | Target-Date 2030 |
| FLRWX | Franklin LifeSmart 2030 Ret Trgt R | Owns companies we recommend for divestment | 62 | 32 | 98 | 43 | X | Target-Date 2030 |
| FLRYX | Nuveen Large Cap Select I | Owns companies we recommend for divestment | 1 | 3 | 6 | 5 | X | Large Blend |
| FLRZX | Franklin LifeSmart 2030 Ret TrgtAdv | Owns companies we recommend for divestment | 62 | 32 | 98 | 43 | X | Target-Date 2030 |
| FLSA | Franklin FTSE Saudi Arabia ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Miscellaneous Region |
| FLSBX | Franklin LifeSmart 2055 Ret Trgt R | Owns companies we recommend for divestment | 61 | 32 | 97 | 43 | X | Target-Date 2055 |
| FLSGX | Franklin LifeSmart 2040 Ret Trgt R | Owns companies we recommend for divestment | 62 | 32 | 98 | 43 | X | Target-Date 2040 |
| FLSHX | Franklin LifeSmart 2040 Ret TrgtAdv | Owns companies we recommend for divestment | 62 | 32 | 98 | 43 | X | Target-Date 2040 |
| FLSJX | Franklin LifeSmart 2050 Ret Trgt A | Owns companies we recommend for divestment | 61 | 32 | 97 | 43 | X | Target-Date 2050 |
| FLSKX | Franklin LifeSmart 2050 Ret Trgt C | Owns companies we recommend for divestment | 61 | 32 | 97 | 43 | X | Target-Date 2050 |
| FLSNX | Franklin LifeSmart 2050 Ret Trgt R | Owns companies we recommend for divestment | 61 | 32 | 97 | 43 | X | Target-Date 2050 |
| FLSOX | Franklin LifeSmart 2050 Ret TrgtAdv | Owns companies we recommend for divestment | 61 | 32 | 97 | 43 | X | Target-Date 2050 |
| FLSPX | Meeder Spectrum Retail | Owns companies we recommend for divestment | 5 | 14 | 11 | 11 | X | Long-Short Equity |
| FLSW | Franklin FTSE Switzerland ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 0 | X | Miscellaneous Region |
| FLSZX | Franklin LifeSmart 2055 Ret Trgt R6 | Owns companies we recommend for divestment | 61 | 32 | 97 | 43 | X | Target-Date 2055 |
| FLTFX | Franklin LifeSmart 2055 Ret Trgt A | Owns companies we recommend for divestment | 61 | 32 | 97 | 43 | X | Target-Date 2055 |
| FLTKX | Franklin LifeSmart 2055 Ret TrgtAdv | Owns companies we recommend for divestment | 61 | 32 | 97 | 43 | X | Target-Date 2055 |
| FLTNX | Franklin LifeSmart 2055 Ret Trgt C | Owns companies we recommend for divestment | 61 | 32 | 97 | 43 | X | Target-Date 2055 |
| FLTW | Franklin FTSE Taiwan ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
| FLUAX | Fidelity Advisor Stk Selec Lg Cp Val A | Owns companies we recommend for divestment | 5 | 10 | 10 | 9 | X | Large Value |
| FLUEX | Fidelity Advisor Stk Selec Lg Cp Val C | Owns companies we recommend for divestment | 5 | 10 | 10 | 9 | X | Large Value |
| FLUIX | Fidelity Advisor Stk Selec Lg Cp Val I | Owns companies we recommend for divestment | 5 | 10 | 10 | 9 | X | Large Value |
| FLUTX | Fidelity Advisor Stk Selec Lg Cp Val M | Owns companies we recommend for divestment | 5 | 10 | 10 | 9 | X | Large Value |
| FLV | American Century Foc Lrg Cp Val ETF | Owns companies we recommend for divestment | 1 | 1 | 3 | 1 | X | Large Value |
| FLVCX | Fidelity Leveraged Company Stock | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 5 | 4 | X | Large Blend |
| FLXSX | Fidelity Flex Small Cap Index | Owns companies we recommend for divestment | 8 | 10 | 8 | 9 | X | Small Blend |
| FLYCX | Nuveen Large Cap Select C | Owns companies we recommend for divestment | 1 | 3 | 6 | 5 | X | Large Blend |
| FMACX | American Funds AMCAP F3 | Owns companies we recommend for divestment | 6 | 6 | 11 | 12 | X | Large Growth |
| FMAEX | Fidelity Advisor Magellan A | Owns companies we recommend for divestment | 2 | 4 | 6 | 6 | X | Large Growth |
| FMAG | Fidelity Magellan ETF | Owns companies we recommend for divestment | 2 | 4 | 6 | 6 | X | Large Growth |
| FMAGX | Fidelity Magellan | Owns companies we recommend for divestment | 2 | 4 | 6 | 6 | X | Large Growth |
| FMAJX | Fidelity Advisor Magellan M | Owns companies we recommend for divestment | 2 | 4 | 6 | 6 | X | Large Growth |
| FMAMX | Fidelity Advisor Stock Sel All Cp A | Owns companies we recommend for divestment | 8 | 12 | 15 | 12 | X | Large Blend |
| FMANX | Fidelity Advisor Magellan C | Owns companies we recommend for divestment | 2 | 4 | 6 | 6 | X | Large Growth |
| FMAOX | Fidelity Advisor Magellan I | Owns companies we recommend for divestment | 2 | 4 | 6 | 6 | X | Large Growth |
| FMASX | Fidelity Advisor Magellan Z | Owns companies we recommend for divestment | 2 | 4 | 6 | 6 | X | Large Growth |
| FMAT | Fidelity MSCI Materials ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Natural Resources |
| FMBRX | Franklin Mutual Beacon R6 | Owns companies we recommend for divestment | 2 | 2 | 2 | 2 | X | Global Large-Stock Value |
| FMCAX | Fidelity Advisor Stock Selec Mid Cp M | Owns companies we recommend for divestment | 2 | 2 | 1 | 4 | X | Mid-Cap Blend |
| FMCCX | Fidelity Advisor Stock Selec Mid Cp I | Owns companies we recommend for divestment | 2 | 2 | 1 | 4 | X | Mid-Cap Blend |
| FMCDX | Fidelity Advisor Stock Selec Mid Cp A | Owns companies we recommend for divestment | 2 | 2 | 1 | 4 | X | Mid-Cap Blend |
| FMCEX | Fidelity Advisor Stock Selec Mid Cp C | Owns companies we recommend for divestment | 2 | 2 | 1 | 4 | X | Mid-Cap Blend |
| FMCHX | Fidelity Advisor Mid-Cap Stock A | Owns companies we recommend for divestment | 3 | 3 | 2 | 5 | X | Mid-Cap Blend |
| FMCJX | Fidelity Advisor Mid-Cap Stock M | Owns companies we recommend for divestment | 3 | 3 | 2 | 5 | X | Mid-Cap Blend |
| FMCKX | Fidelity Advisor Focused Em Mkts C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| FMCLX | Federated Hermes Mid-Cap Index R6 | Owns companies we recommend for divestment | 4 | 8 | 6 | 10 | X | Mid-Cap Blend |
| FMCMX | American Funds AMCAP 529-F-3 | Owns companies we recommend for divestment | 6 | 6 | 11 | 12 | X | Large Growth |
| FMCNX | Fidelity Advisor Mid-Cap Stock C | Owns companies we recommend for divestment | 3 | 3 | 2 | 5 | X | Mid-Cap Blend |
| FMCQX | Fidelity Advisor Mid-Cap Stock I | Owns companies we recommend for divestment | 3 | 3 | 2 | 5 | X | Mid-Cap Blend |
| FMCRX | Federated Hermes Mid-Cap Index IS | Owns companies we recommend for divestment | 4 | 8 | 6 | 10 | X | Mid-Cap Blend |
| FMCSX | Fidelity Mid-Cap Stock | Owns companies we recommend for divestment | 3 | 3 | 2 | 5 | X | Mid-Cap Blend |
| FMCVX | Franklin Mutual Small-Mid Cap Val R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Small Value |
| FMCWX | Fidelity Advisor Mid-Cap Stock Z | Owns companies we recommend for divestment | 3 | 3 | 2 | 5 | X | Mid-Cap Blend |
| FMCX | FMC Excelsior Focus Equity ETF | Owns companies we recommend for divestment | 2 | 3 | 3 | 4 | X | Large Blend |
| FMDCX | Federated Hermes Mid-Cap Index Svc | Owns companies we recommend for divestment | 4 | 8 | 6 | 10 | X | Mid-Cap Blend |
| FMDE | Fidelity Enhanced Mid Cap ETF | Owns companies we recommend for divestment | 9 | 8 | 8 | 10 | X | Mid-Cap Blend |
| FMDGX | Fidelity Mid Cap Growth Index | Owns companies we recommend for divestment | 4 | 6 | 5 | 7 | X | Mid-Cap Growth |
| FMDRX | Franklin Mutual Global Discovery R6 | Owns companies we recommend for divestment | 1 | 2 | 1 | 2 | X | Global Large-Stock Value |
| FMED | Fidelity Disruptive Medicine ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Health |
| FMEFX | Nuveen Mid Cap Growth Opps R6 | Owns companies we recommend for divestment | 2 | 1 | 1 | 3 | X | Mid-Cap Growth |
| FMET | Fidelity Metaverse ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 2 | X | Communications |
| FMEUX | Franklin Mutual International Value R6 | Owns companies we recommend for divestment | 1 | 1 | 2 | 2 | X | Foreign Large Value |
| 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 |
| FMFMX | Fidelity Advisor Series Equity Gr | Owns companies we recommend for divestment | 2 | 2 | 6 | 7 | X | Large Growth |
| FMFTX | Fidelity Advisor Materials M | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Natural Resources |
| FMGGX | Franklin Small-Mid Cap Growth R6 | Owns companies we recommend for divestment | 1 | 1 | 0 | 2 | X | Mid-Cap Growth |
| FMGIX | Frontier MFG Core Infrastructure Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Infrastructure |
| FMGKX | Fidelity Magellan K | Owns companies we recommend for divestment | 2 | 4 | 6 | 6 | X | Large Growth |
| FMIEX | Wasatch Global Value Investor | Owns companies we recommend for divestment | 1 | 0 | 1 | 1 | X | Global Large-Stock Value |
| FMIFX | FMI International II Ccy UnH Ins | Owns companies we recommend for divestment | 1 | 1 | 3 | 1 | X | Foreign Large Blend |
| FMIHX | FMI Large Cap Investor | Owns companies we recommend for divestment | 1 | 2 | 3 | 2 | X | Large Blend |
| FMIJX | FMI International Investor | Owns companies we recommend for divestment | 1 | 1 | 3 | 1 | X | Foreign Large Blend |
| FMILX | Fidelity New Millennium | Owns companies we recommend for divestment | 4 | 4 | 11 | 8 | X | Large Blend |
| FMIMX | FMI Common Stock Investor | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Mid-Cap Blend |
| FMIQX | FMI Large Cap Institutional | Owns companies we recommend for divestment | 1 | 2 | 3 | 2 | X | Large Blend |
| FMIUX | FMI Common Stock Institutional | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Mid-Cap Blend |
| FMIYX | FMI International Institutional | Owns companies we recommend for divestment | 1 | 1 | 3 | 1 | X | Foreign Large Blend |
| FMKFX | Fidelity Magellan K6 | Owns companies we recommend for divestment | 2 | 4 | 6 | 6 | X | Large Growth |
| FMKPX | Fidelity Freedom Index 2030 Premier | Owns companies we recommend for divestment | 49 | 47 | 82 | 59 | X | Target-Date 2030 |
| FMLTX | Franklin LifeSmart 2045 Ret Trgt R6 | Owns companies we recommend for divestment | 61 | 32 | 97 | 43 | X | Target-Date 2045 |
| FMMMX | American Funds AMCAP 529-F-2 | Owns companies we recommend for divestment | 6 | 6 | 11 | 12 | X | Large Growth |
| FMPAX | Fidelity Advisor Mid Cap Value A | Owns companies we recommend for divestment | 3 | 2 | 7 | 2 | X | Mid-Cap Value |
| FMPEX | Fidelity Advisor Mid Cap Value C | Owns companies we recommend for divestment | 3 | 2 | 7 | 2 | X | Mid-Cap Value |
| 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 |
| FMPOX | Fidelity Advisor Mid Cap Value I | Owns companies we recommend for divestment | 3 | 2 | 7 | 2 | X | Mid-Cap Value |
| FMPTX | Fidelity Advisor Mid Cap Value M | Owns companies we recommend for divestment | 3 | 2 | 7 | 2 | X | Mid-Cap Value |
| FMQQ | FMQQ The Next Frontier Internet ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| FMQRX | Franklin Mutual Quest R6 | 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 |
| FMRHX | Fidelity Simplicity RMD 2025 | Owns companies we recommend for divestment | 58 | 41 | 87 | 49 | X | Target-Date 2025 |
| FMSGX | Frontier MFG Global Sustainable Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 3 | V | Global Large-Stock Growth |
| FMSHX | Franklin Mutual Shares R6 | Owns companies we recommend for divestment | 2 | 3 | 3 | 2 | X | Aggressive Allocation |
| FMSRX | Frontier MFG Global Sustainable Svc | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 3 | V | Global Large-Stock Growth |
| FMSTX | Federated Hermes MDT Large Cap Value IS | Owns companies we recommend for divestment | 4 | 6 | 7 | 1 | X | Large Value |
| FMTIX | Franklin Moderate Allocation A | Owns companies we recommend for divestment | 62 | 32 | 98 | 43 | X | Moderate Allocation |
| FMTLX | Franklin LifeSmart 2035 Ret Trgt R6 | Owns companies we recommend for divestment | 62 | 32 | 98 | 43 | X | Target-Date 2035 |
| FMTZX | Franklin Moderate Allocation Advisor | Owns companies we recommend for divestment | 62 | 32 | 98 | 43 | X | Moderate Allocation |
| FMURX | Franklin Mutual International Value R | Owns companies we recommend for divestment | 1 | 1 | 2 | 2 | X | Foreign Large Value |
| FMVQX | Nuveen Mid Cap Value 1 R6 | Owns companies we recommend for divestment | 2 | 0 | 3 | 1 | X | Mid-Cap Value |
| FMXKX | Federated Hermes Max-Cap Index R | Owns companies we recommend for divestment | 17 | 20 | 28 | 25 | X | Large Blend |
| FMXSX | Federated Hermes Max-Cap Index Svc | Owns companies we recommend for divestment | 17 | 20 | 28 | 25 | X | Large Blend |
| FNARX | Fidelity Natural Resources Fund | Owns companies we recommend for divestment | 1 | 0 | 2 | 0 | X | Equity Energy |
| FNCL | Fidelity MSCI Financials ETF | Owns companies we recommend for divestment | 3 | 8 | 1 | 7 | X | Financial |
| FNCMX | Fidelity Nasdaq Composite Index | Owns companies we recommend for divestment | 11 | 15 | 19 | 16 | X | Large Growth |
| 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 |
| FNDA | Schwab Fundamental U.S. Small CompanyETF | Owns companies we recommend for divestment | 6 | 11 | 11 | 9 | X | Small Blend |
| FNDB | Schwab Fundamental U.S. Broad Market ETF | Owns companies we recommend for divestment | 27 | 33 | 41 | 43 | X | Large Value |
| FNDC | Schwab Fundamental International SmEqETF | Owns companies we recommend for divestment | 23 | 4 | 35 | 1 | X | Foreign Small/Mid Value |
| FNDE | Schwab Fundamental Emerging MarketsEqETF | Owns companies we recommend for divestment | 2 | 0 | 4 | 0 | X | Diversified Emerging Mkts |
| FNDF | Schwab Fundamental International Eq ETF | Owns companies we recommend for divestment | 11 | 6 | 30 | 10 | X | Foreign Large Value |
| FNDMX | Fidelity Series Sust Non-US Dev Mrkt Fd | Owns companies we recommend for divestment | 6 | 4 | 9 | 9 | V | Foreign Large Blend |
| FNDX | Schwab Fundamental U.S. Large CompanyETF | Owns companies we recommend for divestment | 21 | 23 | 31 | 34 | X | Large Value |
| FNEEX | American Funds New Economy 529-F-2 | Owns companies we recommend for divestment | 6 | 8 | 12 | 13 | X | Global Large-Stock Growth |
| FNEFX | American Funds New Economy F3 | Owns companies we recommend for divestment | 6 | 8 | 12 | 13 | X | Global Large-Stock Growth |
| FNFPX | American Funds New Perspective 529-F-3 | Owns companies we recommend for divestment | 10 | 9 | 18 | 16 | X | Global Large-Stock Growth |
| FNFWX | American Funds New World 529-F-2 | Owns companies we recommend for divestment | 11 | 6 | 18 | 10 | X | Diversified Emerging Mkts |
| FNGAX | Franklin Intl Growth A | Owns companies we recommend for divestment | 1 | 1 | 0 | 0 | X | Foreign Large Growth |
| FNGD | MicroSectors™ FANG+™ -3X Invrs Lvrgd ETN | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 3 | X | Trading--Inverse Equity |
| FNGDX | Franklin Intl Growth C | Owns companies we recommend for divestment | 1 | 1 | 0 | 0 | X | Foreign Large Growth |
| FNGG | Direxion Daily NYSE FANG+ Bull 2X Shares | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 3 | X | Trading--Leveraged Equity |
| FNGLX | Fidelity Advisor Freedom 2060 K6 | Owns companies we recommend for divestment | 65 | 48 | 93 | 56 | X | Target-Date 2060 |
| FNGO | MicroSectors™ FANG+™ 2X Leveraged ETN | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 3 | X | Trading--Leveraged Equity |
| FNGRX | Franklin Intl Growth R | Owns companies we recommend for divestment | 1 | 1 | 0 | 0 | X | Foreign Large Growth |
| FNGS | MicroSectors™ FANG+™ ETN | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 3 | X | Technology |
| FNGU | MicroSectors™ FANG+™ 3X Leveraged ETN | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 3 | X | Trading--Leveraged Equity |
| FNGZX | Franklin Intl Growth Adv | Owns companies we recommend for divestment | 1 | 1 | 0 | 0 | X | Foreign Large Growth |
| FNIAX | Fidelity Advisor New Insights A | Owns companies we recommend for divestment | 13 | 11 | 18 | 18 | X | Large Growth |
| FNICX | Fidelity Advisor New Insights C | Owns companies we recommend for divestment | 13 | 11 | 18 | 18 | X | Large Growth |
| FNIDX | Fidelity Intl Sustainability Idx | Owns companies we recommend for divestment | 6 | 4 | 16 | 6 | V | Foreign Large Blend |
| FNILX | Fidelity ZERO Large Cap Index | Owns companies we recommend for divestment | 19 | 20 | 28 | 28 | X | Large Blend |
| FNIPX | Fidelity Freedom Index 2035 Premier | Owns companies we recommend for divestment | 49 | 47 | 82 | 59 | X | Target-Date 2035 |
| FNITX | Fidelity Advisor New Insights M | Owns companies we recommend for divestment | 13 | 11 | 18 | 18 | X | Large Growth |
| FNK | First Trust Mid Cap Value AlphaDEX® ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 3 | X | Mid-Cap Value |
| FNKCX | Frank Value C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 3 | 0 | X | Mid-Cap Value |
| FNKFX | Fidelity Mid-Cap Stock K6 | Owns companies we recommend for divestment | 3 | 3 | 2 | 5 | X | Mid-Cap Blend |
| FNKIX | Frank Value Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 3 | 0 | X | Mid-Cap Value |
| FNKLX | Fidelity Series Value Discovery | Owns companies we recommend for divestment | 3 | 4 | 7 | 5 | X | Large Value |
| FNNEX | American Funds New Economy 529-F-3 | Owns companies we recommend for divestment | 6 | 8 | 12 | 13 | X | Global Large-Stock Growth |
| FNORX | Fidelity Nordic | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Miscellaneous Region |
| FNPFX | American Funds New Perspective F3 | Owns companies we recommend for divestment | 10 | 9 | 18 | 16 | X | Global Large-Stock Growth |
| FNRAX | Franklin Natural Resources Adv | Owns companies we recommend for divestment | 2 | 0 | 3 | 0 | X | Natural Resources |
| FNRCX | Fidelity Advisor Energy C | Owns companies we recommend for divestment | 2 | 0 | 3 | 0 | X | Equity Energy |
| FNSBX | Fidelity Freedom 2050 K | Owns companies we recommend for divestment | 58 | 41 | 87 | 49 | X | Target-Date 2050 |
| FNSDX | Fidelity Freedom 2055 K | Owns companies we recommend for divestment | 58 | 41 | 87 | 49 | X | Target-Date 2055 |
| FNSFX | Fidelity Freedom 2060 K | Owns companies we recommend for divestment | 58 | 41 | 87 | 49 | X | Target-Date 2060 |
| FNSTX | Fidelity Infrastructure | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Infrastructure |
| FNWFX | American Funds New World F3 | Owns companies we recommend for divestment | 11 | 6 | 18 | 10 | X | Diversified Emerging Mkts |
| FNX | First Trust Mid Cap Core AlphaDEX® ETF | Owns companies we recommend for divestment | 2 | 6 | 3 | 9 | X | Mid-Cap Blend |
| FNY | First Trust Mid Cap Growth AlphaDEX® ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 3 | X | Mid-Cap Growth |
| FOBAX | Tributary Balanced Instl | Owns companies we recommend for divestment | 1 | 4 | 6 | 5 | X | Moderate Allocation |
| FOBPX | Tributary Balanced Instl Plus | Owns companies we recommend for divestment | 1 | 4 | 6 | 5 | X | Moderate Allocation |
| FOCKX | Fidelity OTC K | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 8 | 6 | X | Large Growth |
| FOCPX | Fidelity OTC | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 8 | 6 | X | Large Growth |
| FOCSX | Fidelity Small Cap Growth K6 | Owns companies we recommend for divestment | 3 | 3 | 3 | 6 | X | Small Growth |
| FOKFX | Fidelity OTC K6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 8 | 6 | X | Large Growth |
| FOLSX | Fidelity Flex Freedom Blend 2045 | Owns companies we recommend for divestment | 67 | 41 | 105 | 53 | X | Target-Date 2045 |
| 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 |
| FOPPX | Franklin Growth Opportunities R6 | Owns companies we recommend for divestment | 1 | 3 | 3 | 7 | X | Large Growth |
| FOPTX | Fidelity Advisor Intl Sm Cap Opps M | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
| FORH | Formidable ETF | Owns companies we recommend for divestment | 2 | 1 | 0 | 1 | X | Global Small/Mid Stock |
| 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 |
| FOSCX | Tributary Small Company Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Small Blend |
| 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 |
| FOTDX | Fidelity Advisor OTC A | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 8 | 6 | X | Large Growth |
| FOTEX | Fidelity Advisor OTC M | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 8 | 6 | X | Large Growth |
| FOTGX | Fidelity Advisor OTC C | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 8 | 6 | X | Large Growth |
| FOTHX | Fidelity Advisor OTC I | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 8 | 6 | X | Large Growth |
| FOTJX | Fidelity Advisor OTC Z | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 8 | 6 | X | Large Growth |
| 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 |
| FOVL | iShares Focused Value Factor ETF | Owns companies we recommend for divestment | 1 | 3 | 2 | 2 | X | Mid-Cap Value |
| FOWF | Pacer Solactive Whitney Fut of Wrfr ETF | Owns companies we recommend for divestment | 14 | 4 | 18 | 18 | X | Industrials |
| 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 |
| FPACX | FPA Crescent | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 4 | 3 | X | Moderately Aggressive Allocation |
| FPADX | Fidelity Emerging Markets Idx | Owns companies we recommend for divestment | 2 | 0 | 8 | 0 | X | Diversified Emerging Mkts |
| FPAG | FPA Global Equity ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 4 | 3 | X | Global Large-Stock Value |
| FPBFX | Fidelity Pacific Basin | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Diversified Pacific/Asia |
| FPCGX | Fort Pitt Capital Total Return | Owns companies we recommend for divestment | 1 | 1 | 2 | 5 | X | Large Blend |
| FPCSX | FPA Crescent Supra Institutional | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 4 | 3 | X | Moderately Aggressive Allocation |
| FPFRX | FPA Crescent Fund Investor | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 4 | 3 | X | Moderately Aggressive Allocation |
| FPGGX | American Funds Growth Portfolio 529-F-3 | Owns companies we recommend for divestment | 18 | 21 | 29 | 28 | X | Aggressive Allocation |
| FPGLX | Fidelity Advisor Freedom 2025 K6 | Owns companies we recommend for divestment | 65 | 48 | 93 | 56 | X | Target-Date 2025 |
| FPHAX | Fidelity Select Pharmaceuticals Port | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Health |
| FPIPX | Fidelity Freedom Index 2040 Premier | Owns companies we recommend for divestment | 49 | 47 | 82 | 59 | X | Target-Date 2040 |
| FPJAX | Fidelity Advisor Japan A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Japan Stock |
| FPKFX | Fidelity Puritan K6 | Owns companies we recommend for divestment | 4 | 9 | 10 | 12 | X | Moderate Allocation |
| FPPBX | American Funds Moderate Gr & Inc 529-F-3 | Owns companies we recommend for divestment | 24 | 22 | 38 | 30 | X | Moderate Allocation |
| FPRO | Fidelity Real Estate Investment ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| FPUKX | Fidelity Puritan K | Owns companies we recommend for divestment | 4 | 9 | 11 | 12 | X | Moderate Allocation |
| FPURX | Fidelity Puritan | Owns companies we recommend for divestment | 4 | 9 | 11 | 12 | X | Moderate Allocation |
| FPX | First Trust US Equity Opportunities ETF | Owns companies we recommend for divestment | 1 | 0 | 1 | 1 | X | Mid-Cap Growth |
| FPXE | First Trust IPOX Europe Equity Opps ETF | Owns companies we recommend for divestment | 1 | 1 | 2 | 1 | X | Europe Stock |
| 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 |
| FQAL | Fidelity Quality Factor ETF | Owns companies we recommend for divestment | 3 | 5 | 8 | 5 | X | Large Blend |
| 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 |
| FQIPX | Fidelity Freedom Index 2045 Premier | Owns companies we recommend for divestment | 49 | 47 | 82 | 59 | X | Target-Date 2045 |
| FQITX | Fidelity SAI International Qly Idx | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 1 | X | Foreign Large Growth |
| FQLSX | Fidelity Flex Freedom Blend 2055 | Owns companies we recommend for divestment | 67 | 41 | 105 | 53 | X | Target-Date 2055 |
| FQTEX | Franklin Templeton SMACS: Series E Adv | Owns companies we recommend for divestment | 4 | 1 | 6 | 1 | X | Moderately Aggressive Allocation |
| FQUAX | AMG River Road Large Cap Value Select N | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 1 | 1 | X | Large Blend |
| FRAAX | Franklin Growth Opportunities Adv | Owns companies we recommend for divestment | 1 | 3 | 3 | 7 | X | Large Growth |
| FRAGX | Aggressive Growth Allocation | Owns companies we recommend for divestment | 73 | 51 | 122 | 61 | X | Aggressive Allocation |
| 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 |
| FRBDX | Fidelity Freedom 2070 | Owns companies we recommend for divestment | 58 | 41 | 87 | 49 | X | Target-Date 2065+ |
| FRBEX | Fidelity Freedom 2070 K | Owns companies we recommend for divestment | 58 | 41 | 87 | 49 | X | Target-Date 2065+ |
| FRBHX | Fidelity Freedom 2070 K6 | Owns companies we recommend for divestment | 58 | 41 | 87 | 49 | X | Target-Date 2065+ |
| FRBJX | Fidelity Advisor Freedom 2070 A | Owns companies we recommend for divestment | 65 | 48 | 93 | 56 | X | Target-Date 2065+ |
| FRBKX | Fidelity Advisor Freedom 2070 M | Owns companies we recommend for divestment | 65 | 48 | 93 | 56 | X | Target-Date 2065+ |
| FRBLX | Fidelity Advisor Freedom 2070 C | Owns companies we recommend for divestment | 65 | 48 | 93 | 56 | X | Target-Date 2065+ |
| FRBNX | Fidelity Advisor Freedom 2070 I | Owns companies we recommend for divestment | 65 | 48 | 93 | 56 | X | Target-Date 2065+ |
| FRBOX | Fidelity Advisor Freedom 2070 Z | Owns companies we recommend for divestment | 65 | 48 | 93 | 56 | X | Target-Date 2065+ |
| FRBPX | Fidelity Advisor Freedom 2070 K6 | Owns companies we recommend for divestment | 65 | 48 | 93 | 56 | X | Target-Date 2065+ |
| FRBQX | Fidelity Flex Freedom Blend 2070 | Owns companies we recommend for divestment | 67 | 41 | 105 | 53 | X | Target-Date 2065+ |
| FRBRX | Franklin Biotechnology Discovery R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Health |
| FRBSX | Franklin Mutual U.S. Mid Cap Value A | Owns companies we recommend for divestment | 3 | 1 | 1 | 4 | X | Mid-Cap Value |
| FRBUX | Fidelity Freedom Index 2070 Instl Prem | Owns companies we recommend for divestment | 49 | 47 | 82 | 59 | X | Target-Date 2065+ |
| FRBVX | Fidelity Freedom Index 2070 Investor | Owns companies we recommend for divestment | 49 | 47 | 82 | 59 | X | Target-Date 2065+ |
| FRBWX | Fidelity Freedom Index 2070 Premier | Owns companies we recommend for divestment | 49 | 47 | 82 | 59 | X | Target-Date 2065+ |
| FRBYX | Fidelity Freedom Blend 2070 | Owns companies we recommend for divestment | 67 | 41 | 105 | 53 | X | Target-Date 2065+ |
| FRBZX | Fidelity Freedom Blend 2070 K | Owns companies we recommend for divestment | 67 | 41 | 105 | 53 | X | Target-Date 2065+ |
| FRCFX | Fidelity Freedom Blend 2070 K6 | Owns companies we recommend for divestment | 67 | 41 | 105 | 53 | X | Target-Date 2065+ |
| FRCHX | Fidelity Freedom Blend 2070 A | Owns companies we recommend for divestment | 67 | 41 | 105 | 53 | X | Target-Date 2065+ |
| FRCJX | Fidelity Freedom Blend 2070 M | Owns companies we recommend for divestment | 67 | 41 | 105 | 53 | X | Target-Date 2065+ |
| FRCKX | Fidelity Freedom Blend 2070 C | Owns companies we recommend for divestment | 67 | 41 | 105 | 53 | X | Target-Date 2065+ |
| FRCLX | Fidelity Freedom Blend 2070 I | Owns companies we recommend for divestment | 67 | 41 | 105 | 53 | X | Target-Date 2065+ |
| FRCNX | Fidelity Freedom Blend 2070 Z | Owns companies we recommend for divestment | 67 | 41 | 105 | 53 | X | Target-Date 2065+ |
| FRCPX | Fidelity Freedom Blend 2070 Premier | Owns companies we recommend for divestment | 67 | 41 | 105 | 53 | X | Target-Date 2065+ |
| FRCQX | Fidelity Sustainable Target Date 2070 | Owns companies we recommend for divestment | 18 | 22 | 31 | 32 | V | Target-Date 2065+ |
| FRCRX | Fidelity Sustainable Target Date 2070 K | Owns companies we recommend for divestment | 18 | 22 | 31 | 32 | V | Target-Date 2065+ |
| 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 |
| FRCVX | Fidelity Sustainable Target Date 2070 K6 | Owns companies we recommend for divestment | 18 | 22 | 31 | 32 | V | Target-Date 2065+ |
| FRCWX | Fidelity Sustainable Target Date 2070 A | Owns companies we recommend for divestment | 18 | 22 | 31 | 32 | V | Target-Date 2065+ |
| FRCYX | Fidelity Sustainable Target Date 2070 M | Owns companies we recommend for divestment | 18 | 22 | 31 | 32 | V | Target-Date 2065+ |
| FRDAX | Franklin Rising Dividends Adv | Owns companies we recommend for divestment | 3 | 4 | 4 | 4 | X | Large Blend |
| FRDCX | Fidelity Sustainable Target Date 2070 C | Owns companies we recommend for divestment | 18 | 22 | 31 | 32 | V | Target-Date 2065+ |
| FRDDX | Fidelity Sustainable Target Date 2070 I | Owns companies we recommend for divestment | 18 | 22 | 31 | 32 | V | Target-Date 2065+ |
| FRDEX | Fidelity Sustainable Target Date 2070 Z | Owns companies we recommend for divestment | 18 | 22 | 31 | 32 | V | Target-Date 2065+ |
| FRDM | Freedom 100 Emerging Markets ETF | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| FRDPX | Franklin Rising Dividends A | Owns companies we recommend for divestment | 3 | 4 | 4 | 4 | X | Large Blend |
| FRDRX | Franklin Rising Dividends R | Owns companies we recommend for divestment | 3 | 4 | 4 | 4 | X | Large Blend |
| FRDTX | Franklin Rising Dividends C | Owns companies we recommend for divestment | 3 | 4 | 4 | 4 | X | Large Blend |
| FREAX | Nuveen Real Estate Securities A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| FREEX | Franklin Real Estate Securities A | 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 |
| FREIX | Franklin Equity Income R | Owns companies we recommend for divestment | 4 | 3 | 6 | 4 | X | Large Value |
| FREL | Fidelity MSCI Real Estate ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| FRELX | Franklin LifeSmart 2025 Ret Trgt R | Owns companies we recommend for divestment | 62 | 32 | 98 | 43 | X | Target-Date 2025 |
| FRESX | Fidelity Real Estate Investment Port | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| FRETX | Franklin Equity Income C | Owns companies we recommend for divestment | 4 | 3 | 6 | 4 | X | Large Value |
| FRGAX | Growth Allocation | Owns companies we recommend for divestment | 73 | 51 | 122 | 61 | X | Moderately Aggressive Allocation |
| FRGOX | Franklin Gold and Precious Metals C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Precious Metals |
| FRGSX | Franklin Growth C | Owns companies we recommend for divestment | 3 | 3 | 8 | 10 | X | Large Growth |
| FRI | First Trust S&P REIT ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| FRIEX | Federated Hermes Emerging Markets Eq R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| FRISX | Franklin Rising Dividends R6 | Owns companies we recommend for divestment | 3 | 4 | 4 | 4 | X | Large Blend |
| FRLAX | Franklin Real Estate Securities Adv | 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 |
| FRLEX | Franklin LifeSmart 2050 Ret Trgt R6 | Owns companies we recommend for divestment | 61 | 32 | 97 | 43 | X | Target-Date 2050 |
| FRLPX | Fidelity Freedom Index 2050 Premier | Owns companies we recommend for divestment | 49 | 47 | 82 | 59 | X | Target-Date 2050 |
| FRMCX | Franklin Mutual Small-Mid Cap Val A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Small Value |
| 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 |
| FRNKX | Frank Value Inv | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 3 | 0 | X | Mid-Cap Value |
| FRNRX | Franklin Natural Resources A | Owns companies we recommend for divestment | 2 | 0 | 3 | 0 | X | Natural Resources |
| FRNW | Fidelity Clean Energy ETF | Owns companies we recommend for divestment | 1 | 0 | 5 | 0 | V | Miscellaneous Sector |
| FRRSX | Franklin Real Estate Securities C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| FRSGX | Franklin Small-Mid Cap Growth A | 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 |
| FRSLX | Nuveen Mid Cap Growth Opps A | Owns companies we recommend for divestment | 2 | 1 | 1 | 3 | X | Mid-Cap Growth |
| FRTAX | Franklin LifeSmart 2035 Ret Trgt A | Owns companies we recommend for divestment | 62 | 32 | 98 | 43 | X | Target-Date 2035 |
| FRTY | Alger Mid Cap 40 ETF | Owns companies we recommend for divestment | 2 | 1 | 1 | 2 | X | Mid-Cap Growth |
| FRUAX | Franklin Utilities Adv | 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 |
| FRUSX | Franklin Utilities C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Utilities |
| 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 |
| 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 |
| FSAAX | Fidelity Advisor Asset Manager 60% A | Owns companies we recommend for divestment | 12 | 12 | 26 | 15 | X | Moderate Allocation |
| FSAEX | Fidelity Series All-Sector Equity | Owns companies we recommend for divestment | 8 | 10 | 15 | 11 | X | Large Blend |
| FSAGX | Fidelity Select Gold | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Precious Metals |
| FSAKX | Strategic Advisers U.S. Total Stock | Owns companies we recommend for divestment | 29 | 37 | 36 | 44 | X | Large Blend |
| FSAMX | Strategic Advisers Emerging Markets | Owns companies we recommend for divestment | 1 | 0 | 4 | 0 | X | Diversified Emerging Mkts |
| FSANX | Fidelity Asset Manager 60% | Owns companies we recommend for divestment | 12 | 12 | 26 | 15 | X | Moderate Allocation |
| FSATX | Fidelity Advisor Asset Manager 60% M | Owns companies we recommend for divestment | 12 | 12 | 26 | 15 | X | Moderate Allocation |
| FSAVX | Fidelity Select Automotive Port | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 3 | X | Consumer Cyclical |
| FSBCX | Federated Hermes Global Allocation C | Owns companies we recommend for divestment | 16 | 20 | 38 | 25 | X | Global Allocation |
| FSBDX | Fidelity Series Blue Chip Growth | Owns companies we recommend for divestment | 4 | 8 | 11 | 7 | X | Large Growth |
| FSBKX | Federated Hermes Global Allocation R | Owns companies we recommend for divestment | 16 | 20 | 38 | 25 | X | Global Allocation |
| FSBLX | Federated Hermes Global Allocation R6 | Owns companies we recommend for divestment | 16 | 20 | 38 | 25 | X | Global Allocation |
| FSCAX | Nuveen Small Cap Value A | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 1 | X | Small Value |
| FSCC | Federated Hermes MDT Small Cap Core ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 1 | X | Small Blend |
| FSCCX | Nuveen Small Cap Value I | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 1 | X | Small Value |
| 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 |
| FSCHX | Fidelity Select Chemicals | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Natural Resources |
| FSCIX | Fidelity Advisor Small Cap I | Owns companies we recommend for divestment | 1 | 2 | 1 | 2 | X | Small Blend |
| FSCJX | Fidelity SAI Canada Equity Index | Owns companies we recommend for divestment | 1 | 2 | 1 | 1 | X | Miscellaneous Region |
| FSCNX | Fidelity Advisor Asset Manager 60% C | Owns companies we recommend for divestment | 12 | 12 | 26 | 15 | X | Moderate Allocation |
| FSCOX | Fidelity International Small Cap Opp | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
| FSCPX | Fidelity Select Consumer Discret Port | Owns companies we recommend for divestment | 1 | 5 | 4 | 3 | X | Consumer Cyclical |
| FSCRX | Fidelity Small Cap Discovery | Owns companies we recommend for divestment | 1 | 1 | 1 | 1 | X | Small Blend |
| FSCS | First Trust SMID Capital Strength ETF | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Mid-Cap Blend |
| FSCSX | Fidelity Select Software & IT Svcs Port | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 5 | X | Technology |
| FSCTX | Fidelity Advisor Small Cap M | Owns companies we recommend for divestment | 1 | 2 | 1 | 2 | X | Small Blend |
| FSCVX | Nuveen Small Cap Value C | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 1 | X | Small Value |
| FSCWX | Nuveen Small Cap Value R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 1 | X | Small Value |
| FSCZX | Fidelity Advisor Stk Selec Lg Cp Val Z | Owns companies we recommend for divestment | 5 | 10 | 10 | 9 | X | Large Value |
| FSDAX | Fidelity Select Defense & Aerospace | Owns companies we recommend for divestment | 12 | 1 | 10 | 9 | X | Industrials |
| FSDIX | Fidelity Strategic Dividend & Income | Owns companies we recommend for divestment | 7 | 9 | 13 | 13 | X | Moderately Aggressive Allocation |
| FSDPX | Fidelity Select Materials | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Natural Resources |
| FSEAX | Fidelity Emerging Asia | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Pacific/Asia ex-Japan Stk |
| FSEBX | Fidelity Sustainable U.S. Equity Fund | Owns companies we recommend for divestment | 1 | 2 | 3 | 7 | V | Large Blend |
| FSEIX | Nuveen Mid Cap Value 1 I | Owns companies we recommend for divestment | 2 | 0 | 3 | 1 | X | Mid-Cap Value |
| FSEKX | Fidelity Advisor Sustainable U.S. Eq A | Owns companies we recommend for divestment | 1 | 2 | 3 | 7 | V | Large Blend |
| FSELX | Fidelity Select Semiconductors | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Technology |
| FSENX | Fidelity Select Energy Portfolio | Owns companies we recommend for divestment | 2 | 0 | 3 | 0 | X | Equity Energy |
| FSEOX | Fidelity Advisor Sustainable U.S. Eq C | Owns companies we recommend for divestment | 1 | 2 | 3 | 7 | V | Large Blend |
| FSEPX | Fidelity Advisor Sustainable U.S. Eq M | Owns companies we recommend for divestment | 1 | 2 | 3 | 7 | V | Large Blend |
| FSEQX | Fidelity Advisor Sustainable U.S. Eq I | Owns companies we recommend for divestment | 1 | 2 | 3 | 7 | V | Large Blend |
| FSERX | Franklin Real Estate Securities R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| FSEWX | Fidelity Sustainable U.S. Eq Z | Owns companies we recommend for divestment | 1 | 2 | 3 | 7 | V | Large Blend |
| FSFGX | Fidelity Advisor Focused Stock A | Owns companies we recommend for divestment | 2 | 3 | 3 | 6 | X | Large Growth |
| FSFJX | Fidelity Advisor Focused Stock M | Owns companies we recommend for divestment | 2 | 3 | 3 | 6 | X | Large Growth |
| FSFMX | Fidelity Advisor Focused Stock C | Owns companies we recommend for divestment | 2 | 3 | 3 | 6 | X | Large Growth |
| FSFNX | Fidelity Advisor Focused Stock I | Owns companies we recommend for divestment | 2 | 3 | 3 | 6 | X | Large Growth |
| FSFOX | Fidelity Advisor Focused Stock Z | Owns companies we recommend for divestment | 2 | 3 | 3 | 6 | X | Large Growth |
| FSFWX | American Funds SMALLCAP World 529-F-3 | Owns companies we recommend for divestment | 2 | 3 | 4 | 2 | X | Global Small/Mid Stock |
| FSGAX | Franklin Small-Mid Cap Growth Adv | Owns companies we recommend for divestment | 1 | 1 | 0 | 2 | X | Mid-Cap Growth |
| FSGEX | Fidelity Series Global ex US Index | Owns companies we recommend for divestment | 17 | 9 | 37 | 11 | X | Foreign Large Blend |
| FSGGX | Fidelity Global ex US Index | Owns companies we recommend for divestment | 17 | 9 | 36 | 11 | X | Foreign Large Blend |
| FSGJX | Fidelity SAI Global ex U.S. Low Vol Idx | Owns companies we recommend for divestment | 2 | 0 | 3 | 3 | X | Foreign Large Blend |
| FSGRX | Franklin Small Cap Growth A | Owns companies we recommend for divestment | 1 | 1 | 0 | 2 | X | Small Growth |
| FSGS | First Trust SMID Growth Strength ETF | Owns companies we recommend for divestment | 2 | 1 | 0 | 2 | X | Small Value |
| 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 |
| FSHOX | Fidelity Select Construction & Housing | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Consumer Cyclical |
| FSIDX | Fidelity Advisor Strategic Div & Inc I | Owns companies we recommend for divestment | 7 | 9 | 13 | 13 | X | Moderately Aggressive Allocation |
| FSISX | Fidelity SAI International Sm Cp Idx | Owns companies we recommend for divestment | 27 | 5 | 41 | 2 | X | Foreign Small/Mid Blend |
| FSIUX | Invesco Dividend Income R5 | Owns companies we recommend for divestment | 3 | 3 | 5 | 6 | X | Large Value |
| FSJHX | Fidelity Advisor Stock Sel All Cp M | Owns companies we recommend for divestment | 8 | 12 | 15 | 12 | X | Large Blend |
| 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 |
| FSKAX | Fidelity Total Market Index | Owns companies we recommend for divestment | 32 | 38 | 45 | 48 | X | Large Blend |
| FSKGX | Fidelity Growth Strategies K6 | Owns companies we recommend for divestment | 3 | 3 | 3 | 3 | X | Mid-Cap Growth |
| FSKLX | Fidelity SAI Intl Low Volatil Idx | Owns companies we recommend for divestment | 1 | 1 | 2 | 2 | X | Foreign Large Blend |
| FSLBX | Fidelity Select Brokerage & Inv Mgmt | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Financial |
| FSLCX | Fidelity Small Cap Stock | Owns companies we recommend for divestment | 2 | 3 | 1 | 3 | X | Small Blend |
| FSLEX | Fidelity Environment & Alternative Engy | Owns companies we recommend for divestment | 2 | 1 | 4 | 4 | V | Industrials |
| FSLSX | Fidelity Value Strategies | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 3 | 0 | X | Mid-Cap Value |
| FSLVX | Fidelity Stk Selec Lg Cp Val | Owns companies we recommend for divestment | 5 | 10 | 10 | 9 | X | Large Value |
| FSLZX | Fidelity Advisor Stock Selec Mid Cp Z | Owns companies we recommend for divestment | 2 | 2 | 1 | 4 | X | Mid-Cap Blend |
| FSMAX | Fidelity Extended Market Index | Owns companies we recommend for divestment | 14 | 19 | 17 | 23 | X | Mid-Cap Blend |
| FSMBX | Tributary Small/Mid Cap Instl Plus | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 1 | X | Small Blend |
| FSMCX | Tributary Small/Mid Cap Institutional | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 1 | X | Small Blend |
| FSMD | Fidelity Small-Mid Multifactor ETF | Owns companies we recommend for divestment | 4 | 8 | 6 | 9 | X | Small Blend |
| FSMDX | Fidelity Mid Cap Index | Owns companies we recommend for divestment | 13 | 16 | 12 | 21 | X | Mid-Cap Blend |
| 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 |
| FSMLX | Franklin Small Cap Growth R6 | Owns companies we recommend for divestment | 1 | 1 | 0 | 2 | X | Small Growth |
| FSMRX | Franklin Small-Mid Cap Growth R | Owns companies we recommend for divestment | 1 | 1 | 0 | 2 | X | Mid-Cap Growth |
| FSMVX | Fidelity Mid Cap Value | Owns companies we recommend for divestment | 3 | 2 | 7 | 2 | X | Mid-Cap Value |
| FSNIX | Fidelity Advisor Asset Manager 60% I | Owns companies we recommend for divestment | 12 | 12 | 26 | 15 | X | Moderate Allocation |
| FSNPX | Fidelity Freedom 2025 K | Owns companies we recommend for divestment | 58 | 41 | 87 | 49 | X | Target-Date 2025 |
| FSNQX | Fidelity Freedom 2030 K | Owns companies we recommend for divestment | 58 | 41 | 87 | 49 | X | Target-Date 2030 |
| FSNUX | Fidelity Freedom 2035 K | Owns companies we recommend for divestment | 58 | 41 | 87 | 49 | X | Target-Date 2035 |
| FSNVX | Fidelity Freedom 2040 K | Owns companies we recommend for divestment | 58 | 41 | 87 | 49 | X | Target-Date 2040 |
| FSNZX | Fidelity Freedom 2045 K | Owns companies we recommend for divestment | 58 | 41 | 87 | 49 | X | Target-Date 2045 |
| FSOAX | Fidelity Advisor Value Strategies A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 3 | 0 | X | Mid-Cap Value |
| FSOPX | Fidelity Series Small Cap Opps | Owns companies we recommend for divestment | 2 | 2 | 2 | 5 | X | Small Blend |
| FSOSX | Fidelity Series Overseas | Owns companies we recommend for divestment | 2 | 1 | 5 | 4 | X | Foreign Large Growth |
| FSPCX | Fidelity Select Insurance Port | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Financial |
| FSPGX | Fidelity Large Cap Growth Idx | Owns companies we recommend for divestment | 9 | 13 | 16 | 14 | X | Large Growth |
| FSPHX | Fidelity Select Health Care | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Health |
| FSPSX | Fidelity International Index | Owns companies we recommend for divestment | 13 | 6 | 26 | 10 | X | Foreign Large Blend |
| FSPTX | Fidelity Select Technology | Owns companies we recommend for divestment | 1 | 2 | 5 | 5 | X | Technology |
| 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 |
| 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 |
| 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 |
| 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 |
| FSRJX | Fidelity SAI Real Estate Fund | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| FSRLX | FS Chiron Real Development I | Owns companies we recommend for divestment | 5 | 1 | 7 | 4 | X | Global Allocation |
| FSRMX | Fidelity Simplicity RMD 2030 | Owns companies we recommend for divestment | 58 | 41 | 87 | 49 | X | Target-Date 2030 |
| FSRNX | Fidelity Real Estate Index | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| FSRPX | Fidelity Select Retailing | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 1 | 1 | X | Consumer Cyclical |
| FSSAX | Franklin Small Cap Growth Adv | Owns companies we recommend for divestment | 1 | 1 | 0 | 2 | X | Small Growth |
| 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 |
| FSSFX | Fidelity Advisor Series Small Cap | Owns companies we recommend for divestment | 1 | 2 | 1 | 2 | X | Small Blend |
| FSSGX | Fidelity SAI Sustainable Em Markets Eq | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Diversified Emerging Mkts |
| FSSJX | Fidelity Series Select Intl Sm Cp | Owns companies we recommend for divestment | 3 | 1 | 3 | 0 | X | Foreign Small/Mid Blend |
| FSSKX | Fidelity Advisor Stock Sel All Cp K | Owns companies we recommend for divestment | 8 | 12 | 15 | 12 | X | Large Blend |
| FSSLX | Fidelity Series Small Cap Core | Owns companies we recommend for divestment | 3 | 4 | 2 | 4 | X | Small Blend |
| FSSMX | Fidelity Stock Selector Mid Cap | Owns companies we recommend for divestment | 2 | 2 | 1 | 4 | X | Mid-Cap Blend |
| FSSNX | Fidelity Small Cap Index | Owns companies we recommend for divestment | 8 | 10 | 8 | 9 | X | Small Blend |
| FSSRX | Franklin Small Cap Growth R | Owns companies we recommend for divestment | 1 | 1 | 0 | 2 | X | Small Growth |
| FSST | Fidelity Sustainable U.S. Equity ETF | Owns companies we recommend for divestment | 1 | 2 | 3 | 7 | V | Large Blend |
| FSSZX | Fidelity Advisor Stock Selector Sm Cp Z | Owns companies we recommend for divestment | 2 | 2 | 2 | 5 | X | Small Blend |
| FSTA | Fidelity MSCI Consumer Staples ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 7 | 0 | 0 | X | Consumer Defensive |
| FSTBX | Federated Hermes Global Allocation A | Owns companies we recommend for divestment | 16 | 20 | 38 | 25 | X | Global Allocation |
| FSTCX | Fidelity Select Telecommunications Port | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Communications |
| FSTEX | Invesco Energy Inv | Owns companies we recommend for divestment | 1 | 0 | 2 | 0 | X | Equity Energy |
| FSTKX | Federated Hermes MDT Large Cap Value Svc | Owns companies we recommend for divestment | 4 | 6 | 7 | 1 | X | Large Value |
| FSTLX | Federated Hermes MDT Large Cap Value R6 | Owns companies we recommend for divestment | 4 | 6 | 7 | 1 | X | Large Value |
| FSTRX | Federated Hermes MDT Large Cap Value A | Owns companies we recommend for divestment | 4 | 6 | 7 | 1 | X | Large Value |
| 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 |
| FSTUX | Invesco Dividend Income Investor | Owns companies we recommend for divestment | 3 | 3 | 5 | 6 | X | Large Value |
| FSUMX | Fidelity Series Sustainable U.S. Market | Owns companies we recommend for divestment | 13 | 19 | 23 | 25 | V | Large Blend |
| FSUTX | Fidelity Select Utilities | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Utilities |
| FSUVX | Fidelity SAI US LowVolatility Idx | Owns companies we recommend for divestment | 9 | 6 | 11 | 17 | X | Large Blend |
| FSVLX | Fidelity Select Fintech Port | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Financial |
| FSWAX | Fidelity Advisor Sustainable EM Eq A | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Diversified Emerging Mkts |
| FSWCX | Fidelity SAI US Value Index | Owns companies we recommend for divestment | 5 | 11 | 13 | 9 | X | Large Value |
| FSWFX | American Funds SMALLCAP World 529-F-2 | Owns companies we recommend for divestment | 2 | 3 | 4 | 2 | X | Global Small/Mid Stock |
| FSWOX | Fidelity Sustainable Target Date 2025 | Owns companies we recommend for divestment | 18 | 22 | 31 | 32 | V | Target-Date 2025 |
| FSWQX | Fidelity Advisor Sust Trgt Dt 2025 A | Owns companies we recommend for divestment | 18 | 22 | 31 | 32 | V | Target-Date 2025 |
| FSWRX | Fidelity Advisor Sust Trgt Dt 2025 C | Owns companies we recommend for divestment | 18 | 22 | 31 | 32 | V | Target-Date 2025 |
| FSWSX | Fidelity Advisor Sust Trgt Dt 2025 M | Owns companies we recommend for divestment | 18 | 22 | 31 | 32 | V | Target-Date 2025 |
| FSWUX | Fidelity Advisor Sust Trgt Dt 2025 I | Owns companies we recommend for divestment | 18 | 22 | 31 | 32 | V | Target-Date 2025 |
| FSWVX | Fidelity Advisor Sust Trgt Dt 2025 Z | Owns companies we recommend for divestment | 18 | 22 | 31 | 32 | V | Target-Date 2025 |
| FSWYX | Fidelity Sustainable Target Date 2025 K | Owns companies we recommend for divestment | 18 | 22 | 31 | 32 | V | Target-Date 2025 |
| FSWZX | Fidelity Sustainable Target Date 2025 K6 | Owns companies we recommend for divestment | 18 | 22 | 31 | 32 | V | Target-Date 2025 |
| FSXAX | Fidelity Sustainable Target Date 2030 | Owns companies we recommend for divestment | 18 | 22 | 31 | 32 | V | Target-Date 2030 |
| FSXBX | Fidelity Advisor Sust Trgt Dt 2030 A | Owns companies we recommend for divestment | 18 | 22 | 31 | 32 | V | Target-Date 2030 |
| FSXCX | Fidelity Advisor Sust Trgt Dt 2030 C | Owns companies we recommend for divestment | 18 | 22 | 31 | 32 | V | Target-Date 2030 |
| FSXDX | Fidelity Advisor Sust Trgt Dt 2030 M | Owns companies we recommend for divestment | 18 | 22 | 31 | 32 | V | Target-Date 2030 |
| FSXEX | Fidelity Advisor Sust Trgt Dt 2030 I | Owns companies we recommend for divestment | 18 | 22 | 31 | 32 | V | Target-Date 2030 |
| FSXFX | Fidelity Advisor Sust Trgt Dt 2030 Z | Owns companies we recommend for divestment | 18 | 22 | 31 | 32 | V | Target-Date 2030 |
| FSXHX | Fidelity Sustainable Target Date 2030 K | Owns companies we recommend for divestment | 18 | 22 | 31 | 32 | V | Target-Date 2030 |
| FSXJX | Fidelity Sustainable Target Date 2030 K6 | Owns companies we recommend for divestment | 18 | 22 | 31 | 32 | V | Target-Date 2030 |
| FSXKX | Fidelity Sustainable Target Date 2035 | Owns companies we recommend for divestment | 18 | 22 | 31 | 32 | V | Target-Date 2035 |
| FSXLX | Fidelity Advisor Sust Trgt Dt 2035 A | Owns companies we recommend for divestment | 18 | 22 | 31 | 32 | V | Target-Date 2035 |
| FSXNX | Fidelity Advisor Sust Trgt Dt 2035 C | Owns companies we recommend for divestment | 18 | 22 | 31 | 32 | V | Target-Date 2035 |
| FSXOX | Fidelity Advisor Sust Trgt Dt 2035 M | Owns companies we recommend for divestment | 18 | 22 | 31 | 32 | V | Target-Date 2035 |
| FSXQX | Fidelity Advisor Sust Trgt Dt 2035 I | Owns companies we recommend for divestment | 18 | 22 | 31 | 32 | V | Target-Date 2035 |
| FSXRX | Fidelity Advisor Sust Trgt Dt 2035 Z | Owns companies we recommend for divestment | 18 | 22 | 31 | 32 | V | Target-Date 2035 |
| FSXTX | Fidelity Sustainable Target Date 2035 K | Owns companies we recommend for divestment | 18 | 22 | 31 | 32 | V | Target-Date 2035 |
| FSXUX | Fidelity Sustainable Target Date 2035 K6 | Owns companies we recommend for divestment | 18 | 22 | 31 | 32 | V | Target-Date 2035 |
| FSXVX | Fidelity Sustainable Target Date 2040 | Owns companies we recommend for divestment | 18 | 22 | 31 | 32 | V | Target-Date 2040 |
| FSXWX | Fidelity Advisor Sust Trgt Dt 2040 A | Owns companies we recommend for divestment | 18 | 22 | 31 | 32 | V | Target-Date 2040 |
| FSXYX | Fidelity Advisor Sust Trgt Dt 2040 C | Owns companies we recommend for divestment | 18 | 22 | 31 | 32 | V | Target-Date 2040 |
| FSXZX | Fidelity Advisor Sust Trgt Dt 2040 M | Owns companies we recommend for divestment | 18 | 22 | 31 | 32 | V | Target-Date 2040 |
| FSYBX | Fidelity Advisor Sust Trgt Dt 2040 I | Owns companies we recommend for divestment | 18 | 22 | 31 | 32 | V | Target-Date 2040 |
| 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 |
| FSYDX | Fidelity Advisor Sust Trgt Dt 2040 Z | Owns companies we recommend for divestment | 18 | 22 | 31 | 32 | V | Target-Date 2040 |
| FSYFX | Fidelity Sustainable Target Date 2040 K | Owns companies we recommend for divestment | 18 | 22 | 31 | 32 | V | Target-Date 2040 |
| FSYGX | Fidelity Sustainable Target Date 2040 K6 | Owns companies we recommend for divestment | 18 | 22 | 31 | 32 | V | Target-Date 2040 |
| FSYHX | Fidelity Sustainable Target Date 2045 | Owns companies we recommend for divestment | 18 | 22 | 31 | 32 | V | Target-Date 2045 |
| FSYJX | Fidelity Sustainable Emerging Markets Eq | 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 |
| FSYLX | Fidelity Advisor Sust Trgt Dt 2045 A | Owns companies we recommend for divestment | 18 | 22 | 31 | 32 | V | Target-Date 2045 |
| 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 |
| FSYNX | Fidelity Advisor Sustainable EM Eq M | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Diversified Emerging Mkts |
| FSYOX | Fidelity Advisor Sust Trgt Dt 2045 C | Owns companies we recommend for divestment | 18 | 22 | 31 | 32 | V | Target-Date 2045 |
| FSYPX | Fidelity Advisor Sust Trgt Dt 2045 M | Owns companies we recommend for divestment | 18 | 22 | 31 | 32 | V | Target-Date 2045 |
| FSYQX | Fidelity Advisor Sust Trgt Dt 2045 I | Owns companies we recommend for divestment | 18 | 22 | 31 | 32 | V | Target-Date 2045 |
| 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 |
| FSYSX | Fidelity Advisor Sust Trgt Dt 2045 Z | Owns companies we recommend for divestment | 18 | 22 | 31 | 32 | V | Target-Date 2045 |
| FSYUX | Fidelity Sustainable Target Date 2045 K | Owns companies we recommend for divestment | 18 | 22 | 31 | 32 | V | Target-Date 2045 |
| FSYVX | Fidelity Sustainable Target Date 2045 K6 | Owns companies we recommend for divestment | 18 | 22 | 31 | 32 | V | Target-Date 2045 |
| FSYWX | Fidelity Sustainable Target Date 2050 | Owns companies we recommend for divestment | 18 | 22 | 31 | 32 | V | Target-Date 2050 |
| FSYYX | Fidelity Advisor Sust Trgt Dt 2050 A | Owns companies we recommend for divestment | 18 | 22 | 31 | 32 | V | Target-Date 2050 |
| FSYZX | Fidelity Advisor Sust Trgt Dt 2050 C | Owns companies we recommend for divestment | 18 | 22 | 31 | 32 | V | Target-Date 2050 |
| FSZ | First Trust Switzerland AlphaDEX® ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Miscellaneous Region |
| FSZAX | Fidelity Advisor Sust Trgt Dt 2050 M | Owns companies we recommend for divestment | 18 | 22 | 31 | 32 | V | Target-Date 2050 |
| FSZBX | Fidelity Advisor Sust Trgt Dt 2050 I | Owns companies we recommend for divestment | 18 | 22 | 31 | 32 | V | Target-Date 2050 |
| FSZCX | Fidelity Advisor Sust Trgt Dt 2050 Z | Owns companies we recommend for divestment | 18 | 22 | 31 | 32 | V | Target-Date 2050 |
| FSZFX | Fidelity Sustainable Target Date 2050 K | Owns companies we recommend for divestment | 18 | 22 | 31 | 32 | V | Target-Date 2050 |
| FSZGX | Fidelity Sustainable Target Date 2050 K6 | Owns companies we recommend for divestment | 18 | 22 | 31 | 32 | V | Target-Date 2050 |
| FSZHX | Fidelity Sustainable Target Date 2055 | Owns companies we recommend for divestment | 18 | 22 | 31 | 32 | V | Target-Date 2055 |
| FSZIX | Fidelity Advisor Sustainable EM Eq I | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Diversified Emerging Mkts |
| FSZJX | Fidelity Advisor Sust Trgt Dt 2055 A | Owns companies we recommend for divestment | 18 | 22 | 31 | 32 | V | Target-Date 2055 |
| FSZKX | Fidelity Advisor Sust Trgt Dt 2055 C | Owns companies we recommend for divestment | 18 | 22 | 31 | 32 | V | Target-Date 2055 |
| FSZLX | Fidelity Advisor Sust Trgt Dt 2055 M | Owns companies we recommend for divestment | 18 | 22 | 31 | 32 | V | Target-Date 2055 |
| FSZMX | Fidelity Advisor Sust Trgt Dt 2055 I | Owns companies we recommend for divestment | 18 | 22 | 31 | 32 | V | Target-Date 2055 |
| FSZNX | Fidelity Advisor Sust Trgt Dt 2055 Z | Owns companies we recommend for divestment | 18 | 22 | 31 | 32 | V | Target-Date 2055 |
| FSZQX | Fidelity Sustainable Target Date 2055 K | Owns companies we recommend for divestment | 18 | 22 | 31 | 32 | V | Target-Date 2055 |
| FSZRX | Fidelity Sustainable Target Date 2055 K6 | Owns companies we recommend for divestment | 18 | 22 | 31 | 32 | V | Target-Date 2055 |
| FSZSX | Fidelity Sustainable Target Date 2060 | Owns companies we recommend for divestment | 18 | 22 | 31 | 32 | V | Target-Date 2060 |
| FSZTX | Fidelity Advisor Sust Trgt Dt 2060 A | Owns companies we recommend for divestment | 18 | 22 | 31 | 32 | V | Target-Date 2060 |
| FSZVX | Fidelity Advisor Sust Trgt Dt 2060 C | Owns companies we recommend for divestment | 18 | 22 | 31 | 32 | V | Target-Date 2060 |
| FSZWX | Fidelity Advisor Sust Trgt Dt 2060 M | Owns companies we recommend for divestment | 18 | 22 | 31 | 32 | V | Target-Date 2060 |
| FSZYX | Fidelity Advisor Sust Trgt Dt 2060 I | Owns companies we recommend for divestment | 18 | 22 | 31 | 32 | V | Target-Date 2060 |
| FSZZX | Fidelity Advisor Sustainable EM Eq Z | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Diversified Emerging Mkts |
| FTA | First Trust Large Cap Val AlphaDEX® ETF | Owns companies we recommend for divestment | 9 | 9 | 12 | 12 | X | Large Value |
| FTADX | Fidelity Advisor International Discv M | Owns companies we recommend for divestment | 2 | 0 | 6 | 1 | X | Foreign Large Growth |
| FTAEX | Fidelity Advisor Total Intl Equity A | Owns companies we recommend for divestment | 4 | 2 | 6 | 4 | X | Foreign Large Blend |
| FTAG | First Trust Indxx Global Agriculture ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 3 | 1 | X | Natural Resources |
| FTASX | Fidelity Advisor Asset Manager 70% M | Owns companies we recommend for divestment | 12 | 12 | 26 | 15 | X | Moderately Aggressive Allocation |
| FTC | First Trust Large Cap Gr AlphaDEX® ETF | Owns companies we recommend for divestment | 6 | 6 | 11 | 9 | X | Large Growth |
| FTCE | First Trust New Cstrcts Cr Erns Ldrs ETF | Owns companies we recommend for divestment | 6 | 5 | 10 | 8 | X | Large Blend |
| FTCEX | Fidelity Advisor Total Intl Equity C | Owns companies we recommend for divestment | 4 | 2 | 6 | 4 | X | Foreign Large Blend |
| FTCHX | Invesco Technology Investor | Owns companies we recommend for divestment | 2 | 4 | 4 | 6 | X | Technology |
| FTCLX | Franklin Corefolio Allocation C | Owns companies we recommend for divestment | 10 | 8 | 16 | 17 | X | Aggressive Allocation |
| FTCNX | Fidelity Advisor Canada M | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Miscellaneous Region |
| FTCOX | Franklin Corefolio Allocation A | Owns companies we recommend for divestment | 10 | 8 | 16 | 17 | X | Aggressive Allocation |
| FTCS | First Trust Capital Strength ETF | Owns companies we recommend for divestment | 4 | 5 | 7 | 6 | X | Large Blend |
| FTDHX | American Funds College 2039 529-F-3 | Owns companies we recommend for divestment | 28 | 25 | 44 | 32 | X | Moderately Aggressive Allocation |
| FTDLX | Fidelity Advisor Sust Trgt Dt 2060 Z | Owns companies we recommend for divestment | 18 | 22 | 31 | 32 | V | Target-Date 2060 |
| FTDZX | Franklin Biotechnology Discovery Adv | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Health |
| FTEC | Fidelity MSCI Information Tech ETF | Owns companies we recommend for divestment | 3 | 3 | 8 | 9 | X | Technology |
| FTEIX | Fidelity Advisor Total Intl Equity I | Owns companies we recommend for divestment | 4 | 2 | 6 | 4 | X | Foreign Large Blend |
| FTEQX | Templeton Emerging Markets Small Cap R6 | 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 |
| FTFEX | Fidelity Advisor Freedom 2030 M | Owns companies we recommend for divestment | 65 | 48 | 93 | 56 | X | Target-Date 2030 |
| FTFFX | Fidelity Advisor Freedom 2040 M | Owns companies we recommend for divestment | 65 | 48 | 93 | 56 | X | Target-Date 2040 |
| FTFGX | Templeton Foreign R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 1 | X | Foreign Large Value |
| FTGFX | Templeton Growth R6 | Owns companies we recommend for divestment | 4 | 3 | 7 | 6 | X | Global Large-Stock Blend |
| FTGKX | Fidelity Sustainable Target Date 2060 K | Owns companies we recommend for divestment | 18 | 22 | 31 | 32 | V | Target-Date 2060 |
| FTGMX | Franklin Growth Allocation R6 | Owns companies we recommend for divestment | 62 | 32 | 98 | 43 | X | Moderately Aggressive Allocation |
| FTGNX | Fidelity Sustainable Target Date 2060 K6 | Owns companies we recommend for divestment | 18 | 22 | 31 | 32 | V | Target-Date 2060 |
| FTGPX | Fidelity Sustainable Target Date 2065 | Owns companies we recommend for divestment | 18 | 22 | 31 | 32 | V | Target-Date 2065+ |
| FTGQX | Templeton Growth C | Owns companies we recommend for divestment | 4 | 3 | 7 | 6 | X | Global Large-Stock Blend |
| FTGRX | Fidelity Advisor Mega Cap Stock M | Owns companies we recommend for divestment | 4 | 6 | 11 | 9 | X | Large Blend |
| FTGS | First Trust Growth Strength ETF | Owns companies we recommend for divestment | 3 | 3 | 7 | 3 | X | Large Blend |
| FTGTX | Franklin Growth Allocation C | Owns companies we recommend for divestment | 62 | 32 | 98 | 43 | X | Moderately Aggressive Allocation |
| FTGUX | Fidelity Advisor Sust Trgt Dt 2065 A | Owns companies we recommend for divestment | 18 | 22 | 31 | 32 | V | Target-Date 2065+ |
| FTGYX | Fidelity Advisor Sust Trgt Dt 2065 C | Owns companies we recommend for divestment | 18 | 22 | 31 | 32 | V | Target-Date 2065+ |
| FTGZX | Fidelity Advisor Sust Trgt Dt 2065 M | Owns companies we recommend for divestment | 18 | 22 | 31 | 32 | V | Target-Date 2065+ |
| FTHAX | FullerThaler Behavioral Sm-Cp Eq A | Owns companies we recommend for divestment | 1 | 0 | 0 | 2 | X | Small Blend |
| FTHBX | Fidelity Advisor Sust Trgt Dt 2065 I | Owns companies we recommend for divestment | 18 | 22 | 31 | 32 | V | Target-Date 2065+ |
| FTHCX | Fidelity Advisor Technology C | Owns companies we recommend for divestment | 1 | 2 | 5 | 5 | X | Technology |
| FTHDX | Fidelity Advisor Sust Trgt Dt 2065 Z | Owns companies we recommend for divestment | 18 | 22 | 31 | 32 | V | Target-Date 2065+ |
| FTHF | FT EM Human Flourishing ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| FTHFX | FullerThaler Behavioral Sm-Cp Eq R6 | Owns companies we recommend for divestment | 1 | 0 | 0 | 2 | X | Small Blend |
| FTHGX | Fidelity Sustainable Target Date 2065 K | Owns companies we recommend for divestment | 18 | 22 | 31 | 32 | V | Target-Date 2065+ |
| FTHHX | Fidelity Sustainable Target Date 2065 K6 | Owns companies we recommend for divestment | 18 | 22 | 31 | 32 | V | Target-Date 2065+ |
| FTHI | First Trust BuyWrite Income ETF | Owns companies we recommend for divestment | 7 | 8 | 13 | 11 | X | Derivative Income |
| FTHMX | FullerThaler Behav Md-Cp Eq Inst | Owns companies we recommend for divestment | 2 | 2 | 2 | 3 | X | Mid-Cap Blend |
| FTHNX | FullerThaler Behavioral Sm-Cp Eq Inv | 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 |
| FTIEX | Fidelity Total International Equity | Owns companies we recommend for divestment | 4 | 2 | 6 | 4 | X | Foreign Large Blend |
| FTIF | First Trust Bloomberg Infl Snstv Eq ETF | Owns companies we recommend for divestment | 4 | 0 | 4 | 2 | X | Mid-Cap Value |
| FTIHX | Fidelity Total International Index | Owns companies we recommend for divestment | 41 | 13 | 77 | 13 | X | Foreign Large Blend |
| FTISX | Fidelity Advisor Intl Small Cap M | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Blend |
| FTLMX | Franklin LifeSmart 2025 Ret Trgt R6 | Owns companies we recommend for divestment | 62 | 32 | 98 | 43 | X | Target-Date 2025 |
| FTLQX | Franklin Corefolio Allocation R6 | Owns companies we recommend for divestment | 10 | 8 | 16 | 17 | X | Aggressive Allocation |
| FTLS | First Trust Long/Short Equity ETF | Owns companies we recommend for divestment | 4 | 6 | 8 | 7 | X | Long-Short Equity |
| FTMKX | Fidelity Advisor Focused Em Mkts M | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| FTMLX | Franklin Moderate Allocation R6 | Owns companies we recommend for divestment | 62 | 32 | 98 | 43 | X | Moderate Allocation |
| FTMRX | Franklin Moderate Allocation R | Owns companies we recommend for divestment | 62 | 32 | 98 | 43 | X | Moderate Allocation |
| FTMSX | FullerThaler Behvrl Mcr-Cp Eq Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Value |
| FTMTX | Franklin Moderate Allocation C | Owns companies we recommend for divestment | 62 | 32 | 98 | 43 | X | Moderate Allocation |
| FTPIX | Invesco Technology R5 | Owns companies we recommend for divestment | 2 | 4 | 4 | 6 | X | Technology |
| FTPSX | Invesco Technology R6 | Owns companies we recommend for divestment | 2 | 4 | 4 | 6 | X | Technology |
| FTQGX | Fidelity Focused Stock | Owns companies we recommend for divestment | 2 | 3 | 3 | 6 | X | Large Growth |
| FTQI | First Trust Nasdaq BuyWrite Income ETF | Owns companies we recommend for divestment | 6 | 7 | 11 | 9 | X | Derivative Income |
| FTRCX | Franklin LifeSmart 2035 Ret Trgt C | Owns companies we recommend for divestment | 62 | 32 | 98 | 43 | X | Target-Date 2035 |
| FTRI | First Trust Indxx Glbl Natrl Res Inc ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Natural Resources |
| FTRIX | Fidelity Advisor Mega Cap Stock I | Owns companies we recommend for divestment | 4 | 6 | 11 | 9 | X | Large Blend |
| FTRNX | Fidelity Trend | Owns companies we recommend for divestment | 3 | 4 | 4 | 6 | X | Large Growth |
| FTRTX | Franklin LifeSmart 2025 Ret Trgt A | Owns companies we recommend for divestment | 62 | 32 | 98 | 43 | X | Target-Date 2025 |
| FTSAX | FullerThaler Behvrl S-M Cor Eq A | Owns companies we recommend for divestment | 2 | 0 | 1 | 2 | X | Small Blend |
| FTSDX | Fidelity Advisor Strategic Div & Inc M | Owns companies we recommend for divestment | 7 | 9 | 13 | 13 | X | Moderately Aggressive Allocation |
| FTSFX | FullerThaler Behvrl Smll-Md Cor Eq R6 | 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 |
| FTTAX | Franklin LifeSmart 2045 Ret Trgt A | Owns companies we recommend for divestment | 61 | 32 | 97 | 43 | X | Target-Date 2045 |
| FTTCX | Franklin LifeSmart 2025 Ret Trgt C | Owns companies we recommend for divestment | 62 | 32 | 98 | 43 | X | Target-Date 2025 |
| FTTEX | Fidelity Advisor Total Intl Equity M | Owns companies we recommend for divestment | 4 | 2 | 6 | 4 | X | Foreign Large Blend |
| FTTHX | Fidelity Advisor Freedom 2035 M | Owns companies we recommend for divestment | 65 | 48 | 93 | 56 | X | Target-Date 2035 |
| FTTWX | Fidelity Advisor Freedom 2025 M | Owns companies we recommend for divestment | 65 | 48 | 93 | 56 | X | Target-Date 2025 |
| 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 |
| 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 |
| FTVFX | Fidelity Advisor Value M | Owns companies we recommend for divestment | 2 | 2 | 8 | 2 | 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 |
| FTVSX | FullerThaler Behav Md-Cp Val Instl | 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 |
| 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 |
| FTWCX | FullerThaler Behvrl Smll-Md Cor Eq C | Owns companies we recommend for divestment | 2 | 0 | 1 | 2 | X | Small Blend |
| FTWO | Strive Natural Resources and SecurityETF | Owns companies we recommend for divestment | 9 | 1 | 10 | 7 | X | Miscellaneous Sector |
| FTWRX | Templeton World R6 | Owns companies we recommend for divestment | 2 | 2 | 6 | 7 | X | Global Large-Stock Blend |
| FTXAX | FullerThaler Behavioral Sm-Cp Gr A | Owns companies we recommend for divestment | 1 | 2 | 0 | 2 | X | Small Growth |
| FTXCX | FullerThaler Behavioral Sm-Cp Gr C | Owns companies we recommend for divestment | 1 | 2 | 0 | 2 | X | Small Growth |
| FTXFX | FullerThaler Behavioral Sm-Cp Gr R6 | Owns companies we recommend for divestment | 1 | 2 | 0 | 2 | X | Small 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 |
| FTXH | First Trust Nasdaq Pharmaceuticals ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 0 | X | Health |
| FTXL | First Trust Nasdaq Semiconductor ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Technology |
| FTXN | First Trust Nasdaq Oil & Gas ETF | Owns companies we recommend for divestment | 2 | 0 | 3 | 0 | X | Equity Energy |
| FTXNX | FullerThaler Behavioral Sm-Cp Gr Inv | Owns companies we recommend for divestment | 1 | 2 | 0 | 2 | X | Small Growth |
| FTXO | First Trust Nasdaq Bank ETF | Owns companies we recommend for divestment | 2 | 5 | 0 | 5 | X | Financial |
| FTXR | First Trust Nasdaq Transportation ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 2 | X | Industrials |
| FTXSX | FullerThaler Behavioral Sm-Cp GrInstl | Owns companies we recommend for divestment | 1 | 2 | 0 | 2 | X | Small Growth |
| FTYCX | FullerThaler Behavioral Sm-Cp Eq C | Owns companies we recommend for divestment | 1 | 0 | 0 | 2 | X | Small Blend |
| FTYJX | Fidelity Advisor Freedom Blend 2030 M | Owns companies we recommend for divestment | 67 | 41 | 105 | 53 | X | Target-Date 2030 |
| FTYPX | Fidelity Freedom Index 2055 Premier | Owns companies we recommend for divestment | 49 | 47 | 82 | 59 | X | Target-Date 2055 |
| 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 |
| FTZIX | FullerThaler Behavrl Uncnstd Eq | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Mid-Cap Blend |
| FUEPX | American Funds Europacific Growth 529F2 | Owns companies we recommend for divestment | 6 | 3 | 13 | 5 | X | Foreign Large Growth |
| FUFRX | Franklin Utilities R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Utilities |
| 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 |
| FUIPX | Fidelity Freedom Index 2060 Premier | Owns companies we recommend for divestment | 49 | 47 | 82 | 59 | X | Target-Date 2060 |
| FULVX | Fidelity U.S. Low Volatility Equity | Owns companies we recommend for divestment | 7 | 8 | 9 | 13 | X | Large Blend |
| FUMIX | Fidelity SAI US Momentum Index | Owns companies we recommend for divestment | 8 | 8 | 13 | 13 | X | Large Growth |
| FUNCX | Pioneer Fundamental Growth C | Owns companies we recommend for divestment | 1 | 3 | 4 | 6 | X | Large Growth |
| FUNFX | American Funds Fundamental Invs F3 | Owns companies we recommend for divestment | 10 | 10 | 15 | 17 | X | Large Blend |
| FUNL | CornerCap Fundametrics® Lrg-Cap ETF FUNL | Owns companies we recommend for divestment | 7 | 6 | 11 | 8 | X | Large Value |
| FUNYX | Pioneer Fundamental Growth Y | Owns companies we recommend for divestment | 1 | 3 | 4 | 6 | X | Large Growth |
| FUQIX | Fidelity SAI US Quality Index | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 3 | X | Large Growth |
| FUSIX | Strategic Advisers Fidelity Intl | Owns companies we recommend for divestment | 41 | 11 | 69 | 14 | X | Foreign Large Blend |
| FUTY | Fidelity MSCI Utilities ETF | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Utilities |
| FV | First Trust Dorsey Wright Focus 5 ETF | Owns companies we recommend for divestment | 13 | 16 | 21 | 24 | X | Mid-Cap Blend |
| 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 |
| FVAL | Fidelity Value Factor ETF | Owns companies we recommend for divestment | 4 | 12 | 14 | 11 | X | Large Value |
| FVALX | Forester Value N | Owns companies we recommend for divestment | 1 | 3 | 4 | 1 | X | Large Value |
| FVC | First Trust Dorsey Wright Dynamic Foc 5 | Owns companies we recommend for divestment | 13 | 16 | 21 | 24 | X | Tactical Allocation |
| FVCSX | Fidelity Advisor Value Strategies C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 3 | 0 | X | Mid-Cap Value |
| FVD | First Trust Value Line® Dividend ETF | Owns companies we recommend for divestment | 9 | 5 | 11 | 12 | X | Large Value |
| FVDFX | Fidelity Value Discovery | Owns companies we recommend for divestment | 3 | 4 | 7 | 5 | X | Large Value |
| FVDKX | Fidelity Value Discovery K | Owns companies we recommend for divestment | 3 | 4 | 7 | 5 | X | Large 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 |
| FVGLX | Fidelity Advisor Freedom 2050 K6 | Owns companies we recommend for divestment | 65 | 48 | 93 | 56 | X | Target-Date 2050 |
| FVI | First Trust Dividend Strength ETF | Owns companies we recommend for divestment | 2 | 3 | 4 | 3 | X | Mid-Cap Value |
| FVIFX | Fidelity Advisor Value I | Owns companies we recommend for divestment | 2 | 2 | 8 | 2 | X | Mid-Cap Value |
| FVILX | Forester Value I | Owns companies we recommend for divestment | 1 | 3 | 4 | 1 | X | Large Value |
| FVIPX | Fidelity Freedom Index 2065 Premier | Owns companies we recommend for divestment | 49 | 47 | 82 | 59 | X | Target-Date 2065+ |
| 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 |
| FVLKX | Fidelity Value K | Owns companies we recommend for divestment | 2 | 2 | 8 | 2 | X | Mid-Cap Value |
| FVLSX | Fidelity Flex Freedom Blend 2030 | Owns companies we recommend for divestment | 67 | 41 | 105 | 53 | X | Target-Date 2030 |
| 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 |
| FVLZX | Fidelity Advisor Value Z | Owns companies we recommend for divestment | 2 | 2 | 8 | 2 | X | Mid-Cap Value |
| FVRLX | Forester Value R | Owns companies we recommend for divestment | 1 | 3 | 4 | 1 | X | Large Value |
| FVRMX | Franklin Mutual Small-Mid Cap Val Adv | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Small Value |
| FVSKX | Fidelity Value Strategies K | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 3 | 0 | X | Mid-Cap Value |
| FVTKX | Fidelity Freedom 2060 K6 | Owns companies we recommend for divestment | 58 | 41 | 87 | 49 | X | Target-Date 2060 |
| FVWSX | Fidelity Series Opportunistic Insights | Owns companies we recommend for divestment | 12 | 11 | 19 | 18 | X | Large Growth |
| FWAFX | Fidelity Advisor Worldwide A | Owns companies we recommend for divestment | 3 | 7 | 6 | 10 | X | Global Large-Stock Growth |
| FWCBX | American Funds Capital Income Bldr 529F3 | Owns companies we recommend for divestment | 7 | 7 | 9 | 9 | X | Global Allocation |
| FWCFX | Fidelity Advisor Worldwide C | Owns companies we recommend for divestment | 3 | 7 | 6 | 10 | X | Global Large-Stock Growth |
| FWCGX | American Funds Capital World Gr&Inc529F3 | Owns companies we recommend for divestment | 13 | 11 | 21 | 19 | X | Global Large-Stock Blend |
| FWD | AB Disruptors ETF | Owns companies we recommend for divestment | 4 | 3 | 9 | 6 | X | Global Large-Stock Growth |
| 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 |
| FWGIX | American Funds Capital World Gr&Inc F3 | Owns companies we recommend for divestment | 13 | 11 | 21 | 19 | X | Global Large-Stock Blend |
| FWIFX | Fidelity Advisor Worldwide I | Owns companies we recommend for divestment | 3 | 7 | 6 | 10 | X | Global Large-Stock Growth |
| FWLSX | Fidelity Flex Freedom Blend 2060 | Owns companies we recommend for divestment | 67 | 41 | 105 | 53 | X | Target-Date 2060 |
| FWMIX | American Funds Washington Mutual F3 | Owns companies we recommend for divestment | 12 | 11 | 18 | 18 | X | Large Blend |
| FWMMX | American Funds Washington Mutual 529-F-2 | Owns companies we recommend for divestment | 12 | 11 | 18 | 18 | X | Large Blend |
| FWMNX | Fidelity Advisor Women's Leadership I | Owns companies we recommend for divestment | 2 | 3 | 5 | 9 | V | Large Blend |
| FWOAX | Fidelity Advisor Women's Leadership A | Owns companies we recommend for divestment | 2 | 3 | 5 | 9 | V | Large Blend |
| FWOCX | Fidelity Advisor Women's Leadership C | Owns companies we recommend for divestment | 2 | 3 | 5 | 9 | V | Large Blend |
| FWOEX | Fidelity Advisor Women's Leadership M | Owns companies we recommend for divestment | 2 | 3 | 5 | 9 | V | Large Blend |
| FWOMX | Fidelity Women's Leadership | Owns companies we recommend for divestment | 2 | 3 | 5 | 9 | V | Large Blend |
| FWOZX | Fidelity Advisor Women's Leadership Z | Owns companies we recommend for divestment | 2 | 3 | 5 | 9 | V | Large Blend |
| 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 |
| FWRLX | Fidelity Select Wireless | Owns companies we recommend for divestment | 1 | 2 | 3 | 3 | X | Communications |
| FWRTX | Fidelity Advisor Global Real Estate M | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| FWTFX | Fidelity Advisor Worldwide M | Owns companies we recommend for divestment | 3 | 7 | 6 | 10 | X | Global Large-Stock Growth |
| FWTKX | Fidelity Freedom 2035 K6 | Owns companies we recommend for divestment | 58 | 41 | 87 | 49 | X | Target-Date 2035 |
| FWWFX | Fidelity Worldwide | Owns companies we recommend for divestment | 3 | 7 | 6 | 10 | X | Global Large-Stock Growth |
| FWWMX | American Funds Washington Mutual 529-F-3 | Owns companies we recommend for divestment | 12 | 11 | 18 | 18 | X | Large Blend |
| FWWNX | American Funds New World 529-F-3 | Owns companies we recommend for divestment | 11 | 6 | 18 | 10 | X | Diversified Emerging Mkts |
| FXAIX | Fidelity 500 Index | Owns companies we recommend for divestment | 18 | 20 | 28 | 26 | X | Large Blend |
| FXD | First Trust Cnsmr Discret AlphaDEX® ETF | Owns companies we recommend for divestment | 1 | 7 | 6 | 5 | X | Consumer Cyclical |
| 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 |
| 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 |
| FXH | First Trust Health Care AlphaDEX® ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 1 | X | Health |
| FXI | iShares China Large-Cap ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
| FXIFX | Fidelity Freedom Index 2030 Investor | Owns companies we recommend for divestment | 49 | 47 | 82 | 59 | X | Target-Date 2030 |
| FXL | First Trust Technology AlphaDEX® ETF | Owns companies we recommend for divestment | 3 | 1 | 5 | 8 | X | Technology |
| FXN | First Trust Energy AlphaDEX® ETF | Owns companies we recommend for divestment | 2 | 0 | 4 | 0 | X | Equity Energy |
| FXO | First Trust Financials AlphaDEX® ETF | Owns companies we recommend for divestment | 2 | 5 | 0 | 4 | X | Financial |
| FXR | First Trust Indtls/PrdcrDurbAlphaDEX®ETF | Owns companies we recommend for divestment | 9 | 3 | 9 | 10 | X | Industrials |
| FXU | First Trust Utilities AlphaDEX® ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Utilities |
| FXZ | First Trust Materials AlphaDEX® ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Natural Resources |
| FYC | First Trust Small Cap Gr AlphaDEX® ETF | Owns companies we recommend for divestment | 2 | 4 | 2 | 3 | X | Small Growth |
| FYLD | Cambria Foreign Shareholder Yield ETF | Owns companies we recommend for divestment | 1 | 0 | 2 | 0 | X | Foreign Small/Mid Value |
| FYLSX | Fidelity Flex Freedom Blend 2050 | Owns companies we recommend for divestment | 67 | 41 | 105 | 53 | X | Target-Date 2050 |
| FYMAX | Fidelity Advisor Sustainable Mlt-Ast A | Owns companies we recommend for divestment | 13 | 15 | 29 | 19 | V | Moderate Allocation |
| FYMCX | Fidelity Advisor Sustainable Mlt-Ast C | Owns companies we recommend for divestment | 13 | 15 | 29 | 19 | V | Moderate Allocation |
| FYMIX | Fidelity Advisor Sustainable Mlt-Ast I | Owns companies we recommend for divestment | 13 | 15 | 29 | 19 | V | Moderate Allocation |
| FYMMX | Fidelity Advisor Sustainable Mlt-Ast M | Owns companies we recommend for divestment | 13 | 15 | 29 | 19 | V | Moderate Allocation |
| FYMRX | Fidelity Sustainable Multi-Asset | Owns companies we recommend for divestment | 13 | 15 | 29 | 19 | V | Moderate Allocation |
| FYT | First Trust Small Cap Val AlphaDEX® ETF | Owns companies we recommend for divestment | 2 | 2 | 1 | 3 | X | Small Value |
| FYX | First Trust Small Cap Core AlphaDEX® ETF | Owns companies we recommend for divestment | 4 | 5 | 3 | 6 | X | Small Blend |
| FZABX | Fidelity Advisor Diversified Intl Z | Owns companies we recommend for divestment | 4 | 1 | 6 | 4 | X | Foreign Large Growth |
| FZACX | Fidelity Advisor Diversified Stock Z | Owns companies we recommend for divestment | 5 | 9 | 12 | 13 | X | Large Blend |
| FZADX | Fidelity Advisor Dividend Growth Z | Owns companies we recommend for divestment | 4 | 2 | 8 | 5 | X | Large Blend |
| FZAEX | Fidelity Advisor Focused Em Mkts Z | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| FZAFX | Fidelity Advisor Equity Growth Z | Owns companies we recommend for divestment | 2 | 2 | 6 | 7 | X | Large Growth |
| FZAGX | Fidelity Advisor Equity Income Z | Owns companies we recommend for divestment | 2 | 4 | 5 | 6 | X | Large Value |
| FZAHX | Fidelity Advisor Growth Opps Z | Owns companies we recommend for divestment | 4 | 5 | 8 | 7 | X | Large Growth |
| FZAIX | Fidelity Advisor International Discv Z | Owns companies we recommend for divestment | 2 | 0 | 6 | 1 | X | Foreign Large Growth |
| FZAJX | Fidelity Advisor International Growth Z | Owns companies we recommend for divestment | 2 | 0 | 2 | 2 | X | Foreign Large Growth |
| FZALX | Fidelity Advisor Mega Cap Stock Z | Owns companies we recommend for divestment | 4 | 6 | 11 | 9 | X | Large Blend |
| FZAMX | Fidelity Advisor Mid Cap II Z | Owns companies we recommend for divestment | 2 | 4 | 2 | 5 | X | Mid-Cap Blend |
| FZANX | Fidelity Advisor New Insights Z | Owns companies we recommend for divestment | 13 | 11 | 18 | 18 | X | Large Growth |
| FZAOX | Fidelity Advisor Small Cap Z | Owns companies we recommend for divestment | 1 | 2 | 1 | 2 | X | Small Blend |
| FZAPX | Fidelity Advisor Stock Sel All Cp Z | Owns companies we recommend for divestment | 8 | 12 | 15 | 12 | X | Large Blend |
| FZEMX | Fidelity Advisor Emerging Markets Z | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| FZFLX | Fidelity SAI Small-Mid Cap 500 Index | Owns companies we recommend for divestment | 5 | 8 | 6 | 11 | X | Mid-Cap Blend |
| FZILX | Fidelity ZERO International Index | Owns companies we recommend for divestment | 22 | 8 | 50 | 11 | X | Foreign Large Blend |
| FZIPX | Fidelity ZERO Extended Market Index | Owns companies we recommend for divestment | 12 | 17 | 16 | 19 | X | Small Blend |
| FZROX | Fidelity ZERO Total Market Index | Owns companies we recommend for divestment | 31 | 37 | 44 | 47 | X | Large Blend |
| FZTKX | Fidelity Freedom 2050 K6 | Owns companies we recommend for divestment | 58 | 41 | 87 | 49 | X | Target-Date 2050 |
| 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 |
| GAAHX | GMO Resources R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 1 | X | Natural Resources |
| GAAUX | GMO Global Equity Allocation I | Owns companies we recommend for divestment | 10 | 15 | 36 | 25 | X | Global Large-Stock Value |
| GAAWX | GMO Intl Developed Equity Allc R6 | Owns companies we recommend for divestment | 4 | 2 | 12 | 6 | X | Foreign Large Value |
| GABAX | Gabelli Asset AAA | Owns companies we recommend for divestment | 12 | 10 | 26 | 17 | X | Large Blend |
| GABBX | Gabelli Dividend Growth AAA | Owns companies we recommend for divestment | 2 | 3 | 7 | 4 | X | Large Value |
| GABCX | Gabelli ABC AAA | Owns companies we recommend for divestment | 1 | 2 | 2 | 2 | X | Event Driven |
| GABEX | Gabelli Equity Income AAA | Owns companies we recommend for divestment | 4 | 4 | 13 | 5 | X | Large Value |
| GABF | Gabelli Financial Services Opp ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 0 | X | Financial |
| GABGX | Gabelli Growth AAA | Owns companies we recommend for divestment | 1 | 3 | 5 | 4 | X | Large Growth |
| GABIX | Gabelli Asset I | Owns companies we recommend for divestment | 12 | 10 | 26 | 17 | X | Large Blend |
| GABOX | Gabelli International Small Cap AAA | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
| GABPX | Goldman Sachs Equity Income P | Owns companies we recommend for divestment | 3 | 3 | 7 | 7 | X | Large Value |
| GABSX | Gabelli Small Cap Growth AAA | Owns companies we recommend for divestment | 1 | 1 | 4 | 2 | X | Small Blend |
| GABTX | Gabelli Global Content & Connect AAA | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 5 | 4 | X | Communications |
| GABUX | Gabelli Utilities AAA | Owns companies we recommend for divestment | 2 | 0 | 5 | 0 | X | Utilities |
| GABVX | Gabelli Value 25 A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 4 | 0 | X | Mid-Cap Value |
| GACCX | Gabelli Global Rising Income and Div C | Owns companies we recommend for divestment | 3 | 1 | 10 | 2 | X | Tactical Allocation |
| GACIX | Gabelli Small Cap Growth I | Owns companies we recommend for divestment | 1 | 1 | 4 | 2 | X | Small Blend |
| GADGX | Goldman Sachs Enhanced Div Gbl Eq A | Owns companies we recommend for divestment | 36 | 29 | 71 | 36 | X | Global Large-Stock Blend |
| GADPX | Goldman Sachs Dynamic Global Eq P | Owns companies we recommend for divestment | 48 | 30 | 84 | 44 | X | Global Large-Stock Blend |
| GADVX | Gabelli ABC Advisor | Owns companies we recommend for divestment | 1 | 2 | 2 | 2 | X | Event Driven |
| GAFFX | American Funds Growth Fund of Amer F3 | Owns companies we recommend for divestment | 10 | 12 | 16 | 15 | X | Large Growth |
| GAFPX | Goldman Sachs Enhanced Div Glbl Eq P | Owns companies we recommend for divestment | 36 | 29 | 71 | 36 | X | Global Large-Stock Blend |
| GAFRX | Nationwide Inv Dest Agrsv R | Owns companies we recommend for divestment | 46 | 44 | 82 | 57 | X | Aggressive Allocation |
| GAFSX | Gabelli Global Financial Services AAA | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Financial |
| GAGAX | Gabelli Global Rising Income and Div A | Owns companies we recommend for divestment | 3 | 1 | 10 | 2 | X | Tactical Allocation |
| GAGCX | Gabelli Global Rising Income and Div AAA | Owns companies we recommend for divestment | 3 | 1 | 10 | 2 | X | Tactical Allocation |
| GAGEX | Guinness Atkinson Global Energy | Owns companies we recommend for divestment | 2 | 0 | 3 | 0 | X | Equity Energy |
| GAGIX | Gabelli Global Rising Income and Div I | Owns companies we recommend for divestment | 3 | 1 | 10 | 2 | X | Tactical Allocation |
| 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 |
| GAGVX | Goldman Sachs U.S. Equity ESG A | Owns companies we recommend for divestment | 1 | 4 | 4 | 6 | V | Large Blend |
| GAGYX | GuideStone Funds Aggressive Allc Instl | Owns companies we recommend for divestment | 30 | 31 | 57 | 44 | X | Global Large-Stock Blend |
| GAHPX | Goldman Sachs Emerging Markets Eq P | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| GAIDX | Nationwide Inv Dest Agrsv R6 | Owns companies we recommend for divestment | 46 | 44 | 82 | 57 | X | Aggressive Allocation |
| GAIEX | American Funds Growth and Inc Port F2 | Owns companies we recommend for divestment | 25 | 24 | 37 | 31 | X | Moderately Aggressive Allocation |
| GAIFX | American Funds Growth and Inc Port F1 | Owns companies we recommend for divestment | 25 | 24 | 37 | 31 | X | Moderately Aggressive Allocation |
| GAIGX | Gabelli International Growth A | Owns companies we recommend for divestment | 1 | 0 | 2 | 2 | X | Foreign Large Growth |
| GAIHX | American Funds Growth and Inc Port F3 | Owns companies we recommend for divestment | 25 | 24 | 37 | 31 | X | Moderately Aggressive Allocation |
| GAIOX | American Funds Growth and Inc Port A | Owns companies we recommend for divestment | 25 | 24 | 37 | 31 | X | Moderately Aggressive Allocation |
| GAITX | American Funds Growth and Inc Port C | Owns companies we recommend for divestment | 25 | 24 | 37 | 31 | X | Moderately Aggressive Allocation |
| GAL | SPDR® SSgA Global Allocation ETF | Owns companies we recommend for divestment | 64 | 43 | 119 | 54 | X | Global Allocation |
| GALLX | Goldman Sachs Enh Core EqFund-ClassA | Owns companies we recommend for divestment | 3 | 9 | 10 | 10 | X | Large Blend |
| GALPX | Goldman Sachs U.S. Equity ESG P | Owns companies we recommend for divestment | 1 | 4 | 4 | 6 | V | Large Blend |
| GAMNX | Gabelli Global Mini Mites AAA | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Small Value |
| GAMPX | GS Energy Infrastructure Fd P | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Energy Limited Partnership |
| GAMR | Amplify Video Game Tech ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 4 | 3 | X | Communications |
| GAPAX | Goldman Sachs Dynamic Global Eq A | Owns companies we recommend for divestment | 48 | 30 | 84 | 44 | X | Global Large-Stock Blend |
| GAPIX | Goldman Sachs Dynamic Global Eq Instl | Owns companies we recommend for divestment | 48 | 30 | 84 | 44 | X | Global Large-Stock Blend |
| GAPRX | Goldman Sachs Dynamic Global Eq R | Owns companies we recommend for divestment | 48 | 30 | 84 | 44 | X | Global Large-Stock Blend |
| GAPSX | Goldman Sachs Dynamic Global Eq Svc | Owns companies we recommend for divestment | 48 | 30 | 84 | 44 | X | Global Large-Stock Blend |
| GAPTX | Goldman Sachs Dynamic Global Eq Inv | Owns companies we recommend for divestment | 48 | 30 | 84 | 44 | X | Global Large-Stock Blend |
| GAPUX | Goldman Sachs Dynamic Global Eq R6 | Owns companies we recommend for divestment | 48 | 30 | 84 | 44 | X | Global Large-Stock Blend |
| GARGX | Goldman Sachs Global Rl Estt Secs A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| GARIX | Gotham Absolute Return Institutional | Owns companies we recommend for divestment | 13 | 19 | 25 | 22 | X | Long-Short Equity |
| GARJX | Goldman Sachs Global Rl Estt Secs Inv | 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 |
| GARP | iShares MSCI USA Quality GARP ETF | Owns companies we recommend for divestment | 3 | 3 | 10 | 7 | X | Large Growth |
| GARSX | Goldman Sachs Global Rl Estt Secs Instl | 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 |
| GASFX | Hennessy Gas Utility Investor | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Utilities |
| GAST | Gabelli Automation ETF | Owns companies we recommend for divestment | 1 | 1 | 3 | 3 | X | Technology |
| GATAX | Gabelli Asset A | Owns companies we recommend for divestment | 12 | 10 | 26 | 17 | X | Large Blend |
| GATCX | Gabelli Asset C | Owns companies we recommend for divestment | 12 | 10 | 26 | 17 | X | Large Blend |
| GATEX | Gateway A | Owns companies we recommend for divestment | 6 | 10 | 14 | 13 | X | Equity Hedged |
| GATMX | Goldman Sachs International T/M Eq A | Owns companies we recommend for divestment | 5 | 4 | 7 | 7 | X | Foreign Large Blend |
| GAUAX | Gabelli Utilities A | Owns companies we recommend for divestment | 2 | 0 | 5 | 0 | X | Utilities |
| GAUIX | Gabelli Utilities I | Owns companies we recommend for divestment | 2 | 0 | 5 | 0 | X | Utilities |
| GAXCX | Goldman Sachs Dynamic Global Eq C | Owns companies we recommend for divestment | 48 | 30 | 84 | 44 | X | Global Large-Stock Blend |
| GBATX | GMO Strategic Opportunities Allc III | Owns companies we recommend for divestment | 14 | 17 | 41 | 23 | X | Global Allocation |
| GBCAX | Gabelli Dividend Growth A | Owns companies we recommend for divestment | 2 | 3 | 7 | 4 | X | Large Value |
| GBCCX | Gabelli Dividend Growth C | Owns companies we recommend for divestment | 2 | 3 | 7 | 4 | X | Large Value |
| GBCIX | Gabelli Dividend Growth I | Owns companies we recommend for divestment | 2 | 3 | 7 | 4 | X | Large Value |
| 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 |
| GBFAX | VanEck Emerging Markets A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| GBFFX | GMO Benchmark-Free III | Owns companies we recommend for divestment | 15 | 14 | 43 | 17 | X | Global Allocation |
| GBLAX | American Funds Global Balanced A | Owns companies we recommend for divestment | 10 | 4 | 16 | 11 | X | Global Allocation |
| GBLCX | American Funds Global Balanced C | Owns companies we recommend for divestment | 10 | 4 | 16 | 11 | X | Global Allocation |
| GBLD | Invesco MSCI Green Building ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Global Real Estate |
| GBLEX | American Funds Global Balanced F1 | Owns companies we recommend for divestment | 10 | 4 | 16 | 11 | X | Global Allocation |
| GBLFX | American Funds Global Balanced F2 | Owns companies we recommend for divestment | 10 | 4 | 16 | 11 | X | Global Allocation |
| GBUY | Goldman Sachs Future Consumer Equity ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 4 | 2 | X | Global Large-Stock Growth |
| GBVCX | Pioneer Global Sustainable Value C | Owns companies we recommend for divestment | 1 | 2 | 4 | 2 | V | Global Large-Stock Value |
| GCAD | Gabelli Commercial Aerospace & Dfns ETF | Owns companies we recommend for divestment | 11 | 1 | 10 | 9 | X | Industrials |
| GCAEX | Gabelli Equity Income A | Owns companies we recommend for divestment | 4 | 4 | 13 | 5 | X | Large Value |
| GCASX | Gabelli Small Cap Growth A | Owns companies we recommend for divestment | 1 | 1 | 4 | 2 | X | Small Blend |
| GCAVX | GMO US Small Cap Value VI | Owns companies we recommend for divestment | 1 | 2 | 3 | 5 | X | Small Value |
| GCBLX | Green Century Balanced | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 2 | 3 | V | Moderate Allocation |
| GCBUX | Green Century Balanced Institutional | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 2 | 3 | V | Moderate Allocation |
| GCCAX | GMO Climate Change R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 4 | 1 | V | Global Small/Mid Stock |
| GCCHX | GMO Climate Change III | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 4 | 1 | V | Global Small/Mid Stock |
| GCCLX | GMO Climate Change I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 4 | 1 | V | Global Small/Mid Stock |
| GCCSX | Gabelli Small Cap Growth C | Owns companies we recommend for divestment | 1 | 1 | 4 | 2 | X | Small Blend |
| GCEAX | AB Global Core Equity A | Owns companies we recommend for divestment | 1 | 2 | 5 | 6 | X | Global Large-Stock Blend |
| 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 |
| GCECX | AB Global Core Equity C | Owns companies we recommend for divestment | 1 | 2 | 5 | 6 | X | Global Large-Stock Blend |
| 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 |
| 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 |
| 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 |
| 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 |
| GCEQX | Green Century Equity Individual Investor | Owns companies we recommend for divestment | 6 | 13 | 13 | 13 | V | Large Blend |
| GCEUX | Green Century Equity Institutional | Owns companies we recommend for divestment | 6 | 13 | 13 | 13 | V | Large Blend |
| GCEYX | AB Global Core Equity Advisor | Owns companies we recommend for divestment | 1 | 2 | 5 | 6 | X | Global Large-Stock Blend |
| GCFSX | Gabelli Global Financial Services C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Financial |
| GCGIX | Goldman Sachs Large Cap Gr Insghts Instl | Owns companies we recommend for divestment | 1 | 3 | 6 | 6 | X | Large Growth |
| GCGVX | Goldman Sachs U.S. Equity ESG C | Owns companies we recommend for divestment | 1 | 4 | 4 | 6 | V | Large Blend |
| GCIAX | Goldman Sachs Intl Eq Insghts A | Owns companies we recommend for divestment | 3 | 2 | 5 | 5 | X | Foreign Large Blend |
| GCICX | Goldman Sachs Intl Eq Insghts C | Owns companies we recommend for divestment | 3 | 2 | 5 | 5 | X | Foreign Large Blend |
| GCIEX | Gabelli Equity Income I | Owns companies we recommend for divestment | 4 | 4 | 13 | 5 | X | Large Value |
| 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 |
| GCIGX | Gabelli International Growth C | Owns companies we recommend for divestment | 1 | 0 | 2 | 2 | X | Foreign Large Growth |
| GCIIX | Goldman Sachs Intl Eq Insghts Instl | Owns companies we recommend for divestment | 3 | 2 | 5 | 5 | X | Foreign Large Blend |
| 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 |
| GCIRX | Goldman Sachs Intl Eq Insghts R | Owns companies we recommend for divestment | 3 | 2 | 5 | 5 | X | Foreign Large Blend |
| GCISX | Goldman Sachs Intl Eq Insghts S | Owns companies we recommend for divestment | 3 | 2 | 5 | 5 | X | Foreign Large Blend |
| GCITX | Goldman Sachs Intl Eq Insghts Inv | Owns companies we recommend for divestment | 3 | 2 | 5 | 5 | X | Foreign Large Blend |
| GCIUX | Goldman Sachs Intl Eq Insghts R6 | Owns companies we recommend for divestment | 3 | 2 | 5 | 5 | X | Foreign Large Blend |
| GCLLX | Goldman Sachs Enh Core EqFund-ClassC | Owns companies we recommend for divestment | 3 | 9 | 10 | 10 | X | Large Blend |
| GCLN | Goldman Sachs Bloomberg Cln Enrgy Eq ETF | Owns companies we recommend for divestment | 1 | 0 | 6 | 0 | V | Equity Energy |
| GCLSX | Goldman Sachs Large Cp Val Insghts Svc | Owns companies we recommend for divestment | 7 | 6 | 11 | 8 | X | Large Value |
| 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 |
| GCMRX | Goldman Sachs Mid Cap Value R | 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 |
| GCMUX | Goldman Sachs Mid Cap Value R6 | Owns companies we recommend for divestment | 2 | 2 | 3 | 3 | X | Mid-Cap Blend |
| GCOW | Pacer Global Cash Cows Dividend ETF | Owns companies we recommend for divestment | 1 | 1 | 2 | 2 | X | Global Large-Stock Value |
| GCPAX | Gateway Equity Call Premium A | Owns companies we recommend for divestment | 9 | 11 | 16 | 18 | X | Equity Hedged |
| GCPCX | Gateway Equity Call Premium C | Owns companies we recommend for divestment | 9 | 11 | 16 | 18 | X | Equity Hedged |
| GCPNX | Gateway Equity Call Premium N | Owns companies we recommend for divestment | 9 | 11 | 16 | 18 | X | Equity Hedged |
| GCPYX | Gateway Equity Call Premium Y | Owns companies we recommend for divestment | 9 | 11 | 16 | 18 | X | Equity Hedged |
| GCSAX | Goldman Sachs Small Cap Eq Insghts A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | X | Small Blend |
| GCSCX | Goldman Sachs Small Cap Eq Insghts C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | X | Small Blend |
| GCSIX | Goldman Sachs Small Cap Eq Insghts Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | X | Small Blend |
| GCSLX | Pioneer Global Sustainable Equity C | Owns companies we recommend for divestment | 0 | 2 | 7 | 3 | V | Global Large-Stock Value |
| GCSSX | Goldman Sachs Small Cap Eq Insghts Svc | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | X | Small Blend |
| GCSUX | Goldman Sachs Small Cap Eq Insghts R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | X | Small Blend |
| GCSVX | Geneva SMID Cap Growth Institutional | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Mid-Cap Growth |
| GCTAX | Goldman Sachs US Tax-Managed Eq A | Owns companies we recommend for divestment | 5 | 9 | 13 | 12 | X | Large Blend |
| GCTCX | Goldman Sachs US Tax-Managed Eq C | Owns companies we recommend for divestment | 5 | 9 | 13 | 12 | X | Large Blend |
| GCTIX | Goldman Sachs US Tax-Managed Eq Instl | Owns companies we recommend for divestment | 5 | 9 | 13 | 12 | X | Large Blend |
| GCTMX | Goldman Sachs International T/M Eq C | Owns companies we recommend for divestment | 5 | 4 | 7 | 7 | X | Foreign Large Blend |
| GCTRX | Goldman Sachs US Tax-Managed Eq R6 | Owns companies we recommend for divestment | 5 | 9 | 13 | 12 | X | Large Blend |
| GCTSX | Goldman Sachs US Tax-Managed Eq Svc | Owns companies we recommend for divestment | 5 | 9 | 13 | 12 | X | Large Blend |
| GCVAX | Goldman Sachs Large Cp Val Insghts A | Owns companies we recommend for divestment | 7 | 6 | 11 | 8 | X | Large Value |
| GCVCX | Goldman Sachs Large Cp Val Insghts C | Owns companies we recommend for divestment | 7 | 6 | 11 | 8 | X | Large Value |
| GCVIX | Goldman Sachs Large Cp Val Insghts Instl | Owns companies we recommend for divestment | 7 | 6 | 11 | 8 | X | Large Value |
| GCVRX | Goldman Sachs Large Cp Val Insghts R | Owns companies we recommend for divestment | 7 | 6 | 11 | 8 | X | Large Value |
| GCVTX | Goldman Sachs Large Cp Val Insghts Inv | Owns companies we recommend for divestment | 7 | 6 | 11 | 8 | X | Large Value |
| GCVUX | Goldman Sachs Large Cp Val Insghts R6 | Owns companies we recommend for divestment | 7 | 6 | 11 | 8 | X | Large Value |
| GDE | WisdomTree Efcnt Gld Pls Eq Stgy ETF | Owns companies we recommend for divestment | 19 | 20 | 26 | 27 | X | Large Blend |
| GDEUX | Goldman Sachs U.S. Equity ESG R6 | Owns companies we recommend for divestment | 1 | 4 | 4 | 6 | V | Large Blend |
| GDGIX | Sit Global Dividend Growth I | Owns companies we recommend for divestment | 2 | 2 | 4 | 7 | X | Global Large-Stock Blend |
| GDGSX | Sit Global Dividend Growth S | Owns companies we recommend for divestment | 2 | 2 | 4 | 7 | X | Global Large-Stock Blend |
| GDIIX | Genter Dividend Income | Owns companies we recommend for divestment | 2 | 1 | 4 | 3 | X | Large Value |
| GDIV | Harbor Dividend Growth Leaders ETF | Owns companies we recommend for divestment | 1 | 2 | 2 | 3 | X | Large Blend |
| GDLFX | Gotham Defensive Long 500 Institutional | Owns companies we recommend for divestment | 7 | 9 | 13 | 12 | X | Long-Short Equity |
| GDMN | WisdomTree Efcnt Gld Pls Gld Ms Stgy ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Commodities Focused |
| GDOC | Goldman Sachs Future Health Care Eq ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Health |
| GDSRX | Goldman Sachs Small Cap Eq Insghts R | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | X | Small Blend |
| GDSTX | Goldman Sachs Small Cap Eq Insghts Inv | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | X | Small Blend |
| GDX | VanEck Gold Miners ETF | 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 |
| GEACX | GMO Resources I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 1 | X | Natural Resources |
| 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 |
| 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 |
| GEFPX | Gotham Enhanced 500 Plus Institutional | Owns companies we recommend for divestment | 10 | 12 | 19 | 15 | X | Large Value |
| 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 |
| GEGDX | Columbia Large Cap Growth S | Owns companies we recommend for divestment | 1 | 3 | 5 | 5 | X | Large Growth |
| GEGTX | Columbia Large Cap Growth Inst | Owns companies we recommend for divestment | 1 | 3 | 5 | 5 | X | Large Growth |
| GEICX | Gabelli Equity Income C | Owns companies we recommend for divestment | 4 | 4 | 13 | 5 | X | Large Value |
| GEIYX | GuideStone Funds Growth Equity Idx Instl | Owns companies we recommend for divestment | 9 | 13 | 15 | 13 | X | Large Growth |
| GEIZX | GuideStone Funds Growth Equity Index Inv | Owns companies we recommend for divestment | 9 | 13 | 15 | 13 | X | Large Growth |
| GEM | Goldman Sachs ActiveBeta® EMkts Eq ETF | Owns companies we recommend for divestment | 2 | 0 | 7 | 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 |
| 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 |
| GEMHX | Goldman Sachs Emerging Mkts Eq ex. Chn A | 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 |
| GEMJX | Goldman Sachs Emerging Mkt Eq ex. ChnIns | 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 |
| 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 |
| 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 |
| GEMOX | Goldman Sachs Emerging Mkt Eq ex. ChnInv | 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 |
| 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 |
| GEMSX | Goldman Sachs Emerging Markets Eq Svc | 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 |
| GEMWX | Goldman Sachs Emerging Mkt Eq ex. Chn R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| GENIX | Gotham Enhanced Return Institutional | Owns companies we recommend for divestment | 18 | 26 | 28 | 30 | X | Mid-Cap Blend |
| 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 |
| 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 |
| GEPPX | Goldman Sachs ESG Em Mkts Eq P | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Diversified Emerging Mkts |
| GEQIX | Glenmede Equity Income | Owns companies we recommend for divestment | 2 | 1 | 3 | 2 | X | Large Value |
| GEQYX | GuideStone Funds Equity Index Instl | Owns companies we recommend for divestment | 18 | 20 | 28 | 26 | X | Large Blend |
| GEQZX | GuideStone Funds Equity Index Investor | Owns companies we recommend for divestment | 18 | 20 | 28 | 26 | X | Large Blend |
| 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 |
| 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 |
| GESIX | Lazard Global Equity Select Port Instl | Owns companies we recommend for divestment | 2 | 4 | 4 | 9 | X | Global Large-Stock Growth |
| GESOX | Lazard Global Equity Select Port Open | Owns companies we recommend for divestment | 2 | 4 | 4 | 9 | X | Global Large-Stock Growth |
| GETGX | Victory Sycamore Established Value R | Owns companies we recommend for divestment | 3 | 3 | 3 | 4 | X | Mid-Cap Value |
| GFACX | American Funds Growth Fund of Amer C | Owns companies we recommend for divestment | 10 | 12 | 16 | 15 | X | Large Growth |
| GFAFX | American Funds Growth Fund of Amer F1 | Owns companies we recommend for divestment | 10 | 12 | 16 | 15 | X | Large Growth |
| GFBLX | American Funds Global Balanced F3 | Owns companies we recommend for divestment | 10 | 4 | 16 | 11 | X | Global Allocation |
| GFCUX | Goldman Sachs Enh CorEqFund-ShareClassR6 | Owns companies we recommend for divestment | 3 | 9 | 10 | 10 | X | Large Blend |
| GFDDX | Invesco Global R5 | Owns companies we recommend for divestment | 2 | 3 | 4 | 6 | X | Global Large-Stock Growth |
| GFFDX | Invesco Global Focus R5 | Owns companies we recommend for divestment | 1 | 3 | 4 | 5 | X | Global Large-Stock Growth |
| GFFFX | American Funds Growth Fund of Amer F2 | Owns companies we recommend for divestment | 10 | 12 | 16 | 15 | X | Large Growth |
| GFGEX | Guardian Fundamental Glb Eq instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 3 | X | Global Large-Stock Growth |
| GFGF | Guru Favorite Stocks ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 3 | X | Large Blend |
| GFLW | VictoryShares Free Cash Flow Growth ETF | Owns companies we recommend for divestment | 2 | 2 | 7 | 5 | X | Large Growth |
| GFSDX | Columbia Dividend Income S | Owns companies we recommend for divestment | 5 | 3 | 7 | 7 | X | Large Value |
| GFSIX | Gabelli Global Financial Services I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Financial |
| GFVAX | Goldman Sachs Focused Value A | Owns companies we recommend for divestment | 1 | 0 | 3 | 3 | X | Large Value |
| GFVCX | Goldman Sachs Focused Value C | Owns companies we recommend for divestment | 1 | 0 | 3 | 3 | X | Large Value |
| GFVIX | Goldman Sachs Focused Value Inv | Owns companies we recommend for divestment | 1 | 0 | 3 | 3 | X | Large Value |
| GFVRX | Goldman Sachs Focused Value R | Owns companies we recommend for divestment | 1 | 0 | 3 | 3 | X | Large Value |
| GFVSX | Goldman Sachs Focused Value Instl | Owns companies we recommend for divestment | 1 | 0 | 3 | 3 | X | Large Value |
| GFVUX | Goldman Sachs Focused Value R6 | Owns companies we recommend for divestment | 1 | 0 | 3 | 3 | X | Large Value |
| GGBZX | GuideStone Funds Aggressive Allc Inv | Owns companies we recommend for divestment | 30 | 31 | 57 | 44 | X | Global Large-Stock Blend |
| GGCAX | Gabelli Growth A | Owns companies we recommend for divestment | 1 | 3 | 5 | 4 | X | Large Growth |
| GGCCX | Gabelli Growth C | Owns companies we recommend for divestment | 1 | 3 | 5 | 4 | X | Large Growth |
| GGCIX | Gabelli Growth I | Owns companies we recommend for divestment | 1 | 3 | 5 | 4 | X | Large Growth |
| GGCPX | Goldman Sachs International T/M Eq P | Owns companies we recommend for divestment | 5 | 4 | 7 | 7 | X | Foreign Large Blend |
| GGDPX | Goldman Sachs Intl Sm Cp Insghts P | Owns companies we recommend for divestment | 9 | 3 | 13 | 0 | X | Foreign Small/Mid Blend |
| GGEAX | Nationwide Global Sust Eq A | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 2 | 3 | V | Global Large-Stock Blend |
| GGEFX | Summitry Equity Fund | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 4 | X | Large Blend |
| GGEIX | Nationwide Global Sust Eq R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 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 | 3 | 2 | 3 | V | Global Large-Stock Blend |
| GGEYX | GuideStone Funds Growth Equity Instl | Owns companies we recommend for divestment | 3 | 8 | 9 | 12 | X | Large Growth |
| GGEZX | GuideStone Funds Growth Equity Investor | Owns companies we recommend for divestment | 3 | 8 | 9 | 12 | X | Large Growth |
| GGFPX | Goldman Sachs Intl Eq Insghts P | Owns companies we recommend for divestment | 3 | 2 | 5 | 5 | X | Foreign Large Blend |
| GGFRX | Nationwide BNY Mellon Dyn US Core R | Owns companies we recommend for divestment | 18 | 20 | 28 | 26 | X | Large Blend |
| GGFSX | Gabelli Global Financial Services A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Financial |
| GGGAX | Gabelli Global Growth A | Owns companies we recommend for divestment | 1 | 2 | 5 | 5 | X | Global Large-Stock Growth |
| GGGCX | Gabelli Global Growth C | Owns companies we recommend for divestment | 1 | 2 | 5 | 5 | X | Global Large-Stock Growth |
| GGGIX | Gabelli Global Growth I | Owns companies we recommend for divestment | 1 | 2 | 5 | 5 | X | Global Large-Stock Growth |
| GGGPX | Goldman Sachs Large Cap Core P | Owns companies we recommend for divestment | 5 | 9 | 12 | 13 | X | Large Blend |
| GGHCX | Invesco Health Care A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Health |
| GGHPX | Goldman Sachs Intl Eq Div & Prem P | Owns companies we recommend for divestment | 4 | 2 | 15 | 5 | X | Foreign Large Blend |
| 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 |
| 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 |
| GGIJX | Goldman Sachs Global Infras R6 | 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 |
| GGIPX | Goldman Sachs GQG Ptnrs Intl Opps P | Owns companies we recommend for divestment | 3 | 1 | 2 | 3 | X | Foreign Large Growth |
| GGLCX | Gabelli International Small Cap C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
| GGLIX | abrdn US Sustainable Leaders Instl | Owns companies we recommend for divestment | 1 | 2 | 0 | 2 | V | Large Growth |
| 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 |
| GGMMX | Gabelli Global Mini Mites I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Small Value |
| GGOAX | Goldman Sachs Mid Cap Growth A | Owns companies we recommend for divestment | 1 | 0 | 1 | 2 | X | Mid-Cap Growth |
| GGOCX | Goldman Sachs Mid Cap Growth C | Owns companies we recommend for divestment | 1 | 0 | 1 | 2 | X | Mid-Cap Growth |
| GGOIX | Goldman Sachs Mid Cap Growth Instl | Owns companies we recommend for divestment | 1 | 0 | 1 | 2 | X | Mid-Cap Growth |
| GGORX | Goldman Sachs Mid Cap Growth R | Owns companies we recommend for divestment | 1 | 0 | 1 | 2 | X | Mid-Cap Growth |
| GGOSX | Goldman Sachs Mid Cap Growth Svc | Owns companies we recommend for divestment | 1 | 0 | 1 | 2 | X | Mid-Cap Growth |
| GGOTX | Goldman Sachs Mid Cap Growth Inv | Owns companies we recommend for divestment | 1 | 0 | 1 | 2 | X | Mid-Cap Growth |
| GGOUX | Goldman Sachs Mid Cap Growth R6 | Owns companies we recommend for divestment | 1 | 0 | 1 | 2 | X | Mid-Cap Growth |
| GGPCX | American Funds Global Growth Port C | Owns companies we recommend for divestment | 22 | 22 | 39 | 26 | X | Global Large-Stock Growth |
| GGPPX | Goldman Sachs Growth Strategy P | Owns companies we recommend for divestment | 46 | 30 | 85 | 41 | X | Global Allocation |
| GGQPX | Goldman Sachs Mid Cap Growth P | Owns companies we recommend for divestment | 1 | 0 | 1 | 2 | X | Mid-Cap Growth |
| GGRAX | Goldman Sachs Strategic Growth A | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 7 | X | Large Growth |
| GGRCX | Goldman Sachs Strategic Growth C | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 7 | X | Large Growth |
| GGRUX | Goldman Sachs Strategic Growth R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 7 | X | Large Growth |
| GGRW | Gabelli Growth Innovators ETF | Owns companies we recommend for divestment | 1 | 3 | 4 | 3 | X | Technology |
| GGSAX | Goldman Sachs Growth Strategy A | Owns companies we recommend for divestment | 46 | 30 | 85 | 41 | X | Global Allocation |
| GGSCX | Goldman Sachs Growth Strategy C | Owns companies we recommend for divestment | 46 | 30 | 85 | 41 | X | Global Allocation |
| GGSIX | Goldman Sachs Growth Strategy Instl | Owns companies we recommend for divestment | 46 | 30 | 85 | 41 | X | Global Allocation |
| GGSOX | Grandeur Peak Global Stalwarts Investor | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Global Small/Mid Stock |
| GGSPX | Goldman Sachs Growth & Inc Strat P | Owns companies we recommend for divestment | 48 | 30 | 85 | 44 | X | Tactical Allocation |
| GGSRX | Goldman Sachs Growth Strategy R | Owns companies we recommend for divestment | 46 | 30 | 85 | 41 | X | Global Allocation |
| GGSSX | Goldman Sachs Growth Strategy Svc | Owns companies we recommend for divestment | 46 | 30 | 85 | 41 | X | Global Allocation |
| GGSTX | Goldman Sachs Growth Strategy Inv | Owns companies we recommend for divestment | 46 | 30 | 85 | 41 | X | Global Allocation |
| GGSUX | Goldman Sachs Growth Strategy R6 | Owns companies we recommend for divestment | 46 | 30 | 85 | 41 | X | Global Allocation |
| GGSYX | Grandeur Peak Global Stalwarts Instl | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Global Small/Mid Stock |
| GGUIX | abrdn Focused U.S. Small Cap Eq Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| GGUPX | Goldman Sachs Global Rl Estt Secs P | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| GGUS | Goldman Sachs MktBt Russell LgCpGrEqETF | Owns companies we recommend for divestment | 9 | 13 | 15 | 14 | X | Large Growth |
| GGWPX | Goldman Sachs Global Infras P | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Infrastructure |
| GGYPX | Goldman Sachs Focused Value P | Owns companies we recommend for divestment | 1 | 0 | 3 | 3 | X | Large Value |
| GGZPX | Goldman Sachs Enh Cor EqFund-ShareclassP | Owns companies we recommend for divestment | 3 | 9 | 10 | 10 | X | Large Blend |
| 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 |
| GHTMX | Goldman Sachs International T/M Eq Instl | Owns companies we recommend for divestment | 5 | 4 | 7 | 7 | X | Foreign Large Blend |
| GHTRX | Goldman Sachs International T/M Eq R6 | Owns companies we recommend for divestment | 5 | 4 | 7 | 7 | X | Foreign Large Blend |
| GICAX | Goldman Sachs Intl Sm Cp Insghts A | Owns companies we recommend for divestment | 9 | 3 | 13 | 0 | X | Foreign Small/Mid Blend |
| GICCX | Goldman Sachs Intl Sm Cp Insghts C | Owns companies we recommend for divestment | 9 | 3 | 13 | 0 | X | Foreign Small/Mid Blend |
| GICIX | Goldman Sachs Intl Sm Cp Insghts Instl | Owns companies we recommend for divestment | 9 | 3 | 13 | 0 | X | Foreign Small/Mid Blend |
| GICPX | Gabelli Global Growth AAA | Owns companies we recommend for divestment | 1 | 2 | 5 | 5 | X | Global Large-Stock Growth |
| GICUX | Goldman Sachs Intl Sm Cp Insghts R6 | Owns companies we recommend for divestment | 9 | 3 | 13 | 0 | X | Foreign Small/Mid Blend |
| GIDAX | Goldman Sachs Intl Eq Div & Prem A | Owns companies we recommend for divestment | 4 | 2 | 15 | 5 | X | Foreign Large Blend |
| GIDCX | Goldman Sachs Intl Eq Div & Prem C | Owns companies we recommend for divestment | 4 | 2 | 15 | 5 | X | Foreign Large Blend |
| GIDGX | Goldman Sachs Enhanced Div Gbl Eq Instl | Owns companies we recommend for divestment | 36 | 29 | 71 | 36 | X | Global Large-Stock Blend |
| GIDHX | Goldman Sachs Intl Eq Div & Prem Instl | Owns companies we recommend for divestment | 4 | 2 | 15 | 5 | X | Foreign Large Blend |
| GIDUX | Goldman Sachs Intl Eq Div & Prem R6 | Owns companies we recommend for divestment | 4 | 2 | 15 | 5 | X | Foreign Large Blend |
| GIDWX | Goldman Sachs US Eq Div and Premium R6 | Owns companies we recommend for divestment | 8 | 11 | 14 | 14 | X | Derivative Income |
| GIEAX | GMO International Equity Allc III | Owns companies we recommend for divestment | 4 | 2 | 13 | 6 | X | Foreign Large Value |
| GIEYX | GuideStone Funds International Eq Instl | Owns companies we recommend for divestment | 5 | 2 | 15 | 5 | X | Foreign Large Blend |
| GIEZX | GuideStone Funds International Eq Inv | Owns companies we recommend for divestment | 5 | 2 | 15 | 5 | X | Foreign Large Blend |
| GIFFX | Invesco Growth and Income R6 | Owns companies we recommend for divestment | 4 | 5 | 9 | 8 | X | Large Value |
| GIGRX | Gabelli International Growth AAA | Owns companies we recommend for divestment | 1 | 0 | 2 | 2 | X | Foreign Large Growth |
| GII | SPDR® S&P® Global Infrastructure ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Infrastructure |
| GIIAX | Nationwide International Index A | Owns companies we recommend for divestment | 13 | 6 | 26 | 10 | X | Foreign Large Blend |
| GIIGX | Gabelli International Growth I | Owns companies we recommend for divestment | 1 | 0 | 2 | 2 | X | Foreign Large Growth |
| GIIRX | Nationwide International Index R | Owns companies we recommend for divestment | 13 | 6 | 26 | 10 | X | Foreign Large Blend |
| GIIYX | GuideStone Funds Intl Eq Idx Instl | Owns companies we recommend for divestment | 12 | 6 | 22 | 10 | X | Foreign Large Blend |
| GIIZX | GuideStone Funds Intl Eq Idx Investor | Owns companies we recommend for divestment | 12 | 6 | 22 | 10 | X | Foreign Large Blend |
| GILAX | Lord Abbett Fundamental Equity C | Owns companies we recommend for divestment | 2 | 2 | 5 | 5 | X | Large Value |
| GILCX | NAA Large Cap Value Institutional | Owns companies we recommend for divestment | 4 | 7 | 5 | 8 | X | Large Value |
| GILLX | Goldman Sachs Enh Core EqFund-Instl | Owns companies we recommend for divestment | 3 | 9 | 10 | 10 | X | Large Blend |
| GINDX | Gotham Index Plus Institutional | Owns companies we recommend for divestment | 12 | 14 | 20 | 19 | X | Large Blend |
| GINGX | Goldman Sachs U.S. Equity ESG Ins | Owns companies we recommend for divestment | 1 | 4 | 4 | 6 | V | Large Blend |
| GINN | Goldman Sachs Innovate Equity ETF | Owns companies we recommend for divestment | 9 | 7 | 21 | 21 | X | Technology |
| GINNX | Guinness Atkinson™ Global Inntrs Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 4 | 5 | X | Global Large-Stock Growth |
| GINUX | Goldman Sachs Small Cap Gr Insghts R6 | Owns companies we recommend for divestment | 1 | 2 | 1 | 2 | X | Small Growth |
| GINX | SGI Enhanced Global Income ETF | Owns companies we recommend for divestment | 6 | 3 | 8 | 7 | X | Global Large-Stock Value |
| GIOTX | GMO Intl Developed Equity Allc III | Owns companies we recommend for divestment | 4 | 2 | 12 | 6 | X | Foreign Large Value |
| GIRGX | Goldman Sachs U.S. Equity ESG Inv | Owns companies we recommend for divestment | 1 | 4 | 4 | 6 | V | Large Blend |
| GIRLX | Goldman Sachs Intl Sm Cp Insghts Inv | Owns companies we recommend for divestment | 9 | 3 | 13 | 0 | X | Foreign Small/Mid Blend |
| GIRMX | Goldman Sachs Emerging Markets Eq Inv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| GIRNX | Goldman Sachs International Eq ESG Inv | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | V | Foreign Large Blend |
| 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 |
| GIRVX | Goldman Sachs Intl Eq Div & Prem Inv | Owns companies we recommend for divestment | 4 | 2 | 15 | 5 | X | Foreign Large Blend |
| GISOX | Grandeur Peak Intl Stalwarts Inv | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Foreign Small/Mid Growth |
| GISTX | Goldman Sachs Technology Opps Inv | Owns companies we recommend for divestment | 1 | 3 | 4 | 6 | X | Technology |
| GISYX | Grandeur Peak Intl Stalwarts Instl | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Foreign Small/Mid Growth |
| GITAX | Goldman Sachs Technology Opps A | Owns companies we recommend for divestment | 1 | 3 | 4 | 6 | X | Technology |
| GITCX | Goldman Sachs Technology Opps C | Owns companies we recommend for divestment | 1 | 3 | 4 | 6 | X | Technology |
| GITIX | Goldman Sachs Technology Opps Inst | Owns companies we recommend for divestment | 1 | 3 | 4 | 6 | X | Technology |
| GITRX | Goldman Sachs International T/M Eq Inv | Owns companies we recommend for divestment | 5 | 4 | 7 | 7 | X | Foreign Large Blend |
| GITSX | Goldman Sachs Technology Opps Svc | Owns companies we recommend for divestment | 1 | 3 | 4 | 6 | X | Technology |
| GIXIX | Nationwide International Index R6 | Owns companies we recommend for divestment | 13 | 6 | 26 | 10 | X | Foreign Large Blend |
| 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 |
| GIZFX | Invesco Global Infrastructure R5 | 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 |
| 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 |
| GK | AdvisorShares Gerber Kawasaki ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 2 | 3 | X | Large Growth |
| GLBIX | Leuthold Global Inst | Owns companies we recommend for divestment | 1 | 2 | 3 | 1 | X | Global Allocation |
| GLBL | Pacer MSCI World Industry Advantage ETF | Owns companies we recommend for divestment | 4 | 8 | 18 | 14 | X | Global Large-Stock Blend |
| GLBLX | Leuthold Global Retail | Owns companies we recommend for divestment | 1 | 2 | 3 | 1 | X | Global Allocation |
| GLCCX | Goldman Sachs Large Cap Gr Insghts C | Owns companies we recommend for divestment | 1 | 3 | 6 | 6 | X | Large Growth |
| GLCGX | Goldman Sachs Large Cap Gr Insghts A | Owns companies we recommend for divestment | 1 | 3 | 6 | 6 | X | Large Growth |
| GLCRX | Goldman Sachs Large Cap Gr Insghts R | Owns companies we recommend for divestment | 1 | 3 | 6 | 6 | X | Large Growth |
| GLCTX | Goldman Sachs Large Cap Gr Insghts Inv | Owns companies we recommend for divestment | 1 | 3 | 6 | 6 | X | Large Growth |
| GLCUX | Goldman Sachs Large Cap Gr Insghts R6 | Owns companies we recommend for divestment | 1 | 3 | 6 | 6 | X | Large Growth |
| GLDAX | Gabelli Gold A | 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 |
| 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 |
| GLEIX | GS Energy Infrastructure Fd Inv 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 |
| 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 |
| GLFOX | Lazard Global Listed Infrastructure Open | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Infrastructure |
| GLIFX | Lazard Global Listed Infrastructure Inst | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Infrastructure |
| GLIN | VanEck India Growth Ldrs ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | India Equity |
| 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 |
| 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 |
| 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 |
| GLOF | iShares Global Equity Factor ETF | Owns companies we recommend for divestment | 12 | 15 | 26 | 14 | X | Global Large-Stock Blend |
| GLOIX | Gabelli International Small Cap I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
| GLOSX | Pioneer Global Sustainable Equity A | Owns companies we recommend for divestment | 0 | 2 | 7 | 3 | V | Global Large-Stock Value |
| GLOV | Goldman Sachs ActBt Wld Lw Vl Ps Eq ETF | Owns companies we recommend for divestment | 16 | 14 | 25 | 22 | X | Global Large-Stock Blend |
| 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 |
| GLPIX | Goldman Sachs MLP Energy Infras Inv | 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 |
| GLRY | Inspire Momentum ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Blend |
| GLVAX | Invesco Global Focus A | Owns companies we recommend for divestment | 1 | 3 | 4 | 5 | X | Global Large-Stock Growth |
| GLVCX | Invesco Global Focus C | Owns companies we recommend for divestment | 1 | 3 | 4 | 5 | X | Global Large-Stock Growth |
| GLVIX | Invesco Global Focus R6 | Owns companies we recommend for divestment | 1 | 3 | 4 | 5 | X | Global Large-Stock Growth |
| GLVNX | Invesco Global Focus R | Owns companies we recommend for divestment | 1 | 3 | 4 | 5 | X | Global Large-Stock Growth |
| GLVYX | Invesco Global Focus Y | Owns companies we recommend for divestment | 1 | 3 | 4 | 5 | X | Global Large-Stock Growth |
| GMADX | GMO Global Equity Allocation R6 | Owns companies we recommend for divestment | 10 | 15 | 36 | 25 | X | Global Large-Stock Value |
| GMAEX | GMO Quality Cyclicals VI | Owns companies we recommend for divestment | 2 | 0 | 6 | 1 | X | Global Large-Stock Blend |
| GMAGX | Invesco Advantage International R5 | Owns companies we recommend for divestment | 5 | 2 | 13 | 6 | X | Foreign Large Blend |
| 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 |
| 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 |
| GMAOX | GMO Quality Cyclicals I | Owns companies we recommend for divestment | 2 | 0 | 6 | 1 | X | Global Large-Stock Blend |
| GMAPX | Goldman Sachs Small Cap Eq Insghts P | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | X | Small Blend |
| 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 |
| GMARX | Nationwide Inv Dest Mod Agrsv R | Owns companies we recommend for divestment | 46 | 44 | 82 | 57 | X | Moderately Aggressive Allocation |
| 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 |
| GMAWX | GMO Small Cap Quality III | 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 |
| GMAZX | GMO International Opportunistic Val IV | Owns companies we recommend for divestment | 2 | 2 | 5 | 4 | X | Foreign Large Value |
| GMCFX | GMO International Equity IV | Owns companies we recommend for divestment | 2 | 0 | 9 | 5 | X | Foreign Large Value |
| GMCUX | Goldman Sachs Small/Mid Cap Value R6 | Owns companies we recommend for divestment | 1 | 3 | 3 | 3 | X | Mid-Cap Blend |
| 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 |
| GMEPX | Goldman Sachs China Equity P | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
| GMET | VanEck Green Metals ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Natural Resources |
| GMEYX | GuideStone Funds Impact Equity Instl | Owns companies we recommend for divestment | 4 | 8 | 10 | 8 | V | Global Large-Stock Growth |
| GMEZX | GuideStone Funds Impact Equity Inv | Owns companies we recommend for divestment | 4 | 8 | 10 | 8 | V | Global Large-Stock Growth |
| 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 |
| GMFZX | GuideStone Funds MyDestination 2045 Inv | Owns companies we recommend for divestment | 34 | 27 | 57 | 38 | X | Target-Date 2045 |
| GMGEX | GMO Global Equity Allocation III | Owns companies we recommend for divestment | 10 | 15 | 36 | 25 | X | Global Large-Stock Value |
| GMGYX | GuideStone Funds MyDestination 2055Instl | Owns companies we recommend for divestment | 34 | 27 | 57 | 38 | X | Target-Date 2055 |
| GMGZX | GuideStone Funds MyDestination 2055 Inv | Owns companies we recommend for divestment | 34 | 27 | 57 | 38 | X | Target-Date 2055 |
| GMHPX | Goldman Sachs Rising Dividend Gr P | Owns companies we recommend for divestment | 1 | 5 | 2 | 4 | X | Large Value |
| GMIAX | Nationwide Inv Dest Mod Agrsv R6 | Owns companies we recommend for divestment | 46 | 44 | 82 | 57 | X | Moderately Aggressive Allocation |
| 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 |
| GMJPX | Goldman Sachs Real Estate Securities P | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| GMLGX | GuideMark® Large Cap Core Service | Owns companies we recommend for divestment | 18 | 21 | 26 | 28 | X | Large Blend |
| GMLPX | Goldman Sachs MLP Energy Infras Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Energy Limited Partnership |
| GMLVX | GuideMark® Emerging Markets Service | Owns companies we recommend for divestment | 1 | 0 | 4 | 0 | X | Diversified Emerging Mkts |
| GMNAX | Gabelli Global Mini Mites A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Small Value |
| GMNCX | Gabelli Global Mini Mites C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Small Value |
| GMNPX | Goldman Sachs MLP Energy Infras P | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Energy Limited Partnership |
| 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 |
| GMOI | GMO International Value ETF | Owns companies we recommend for divestment | 2 | 2 | 5 | 3 | X | Foreign Large Value |
| GMOIX | GMO International Equity III | Owns companies we recommend for divestment | 2 | 0 | 9 | 5 | X | Foreign Large Value |
| GMOUX | GMO International Equity I | Owns companies we recommend for divestment | 2 | 0 | 9 | 5 | X | Foreign Large Value |
| GMOV | GMO U.S. Value ETF | Owns companies we recommend for divestment | 3 | 10 | 15 | 7 | X | Large Value |
| GMOWX | GMO Resources VI | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 1 | X | Natural Resources |
| GMPPX | Goldman Sachs Mid Cap Value P | Owns companies we recommend for divestment | 2 | 2 | 3 | 3 | X | Mid-Cap Blend |
| GMRAX | Nationwide Small Cap Index A | Owns companies we recommend for divestment | 8 | 10 | 8 | 9 | X | Small Blend |
| GMRIX | Nationwide Small Cap Index R6 | Owns companies we recommend for divestment | 8 | 10 | 8 | 9 | X | Small Blend |
| GMSMX | GuideMark® Small/Mid Cap Core Service | Owns companies we recommend for divestment | 11 | 12 | 11 | 18 | X | Small Blend |
| GMSRX | Nationwide Small Cap Index R | Owns companies we recommend for divestment | 8 | 10 | 8 | 9 | X | Small Blend |
| GMVAX | Goldman Sachs Small/Mid Cap Value A | Owns companies we recommend for divestment | 1 | 3 | 3 | 3 | X | Mid-Cap Blend |
| GMVCX | Goldman Sachs Small/Mid Cap Value C | Owns companies we recommend for divestment | 1 | 3 | 3 | 3 | X | Mid-Cap Blend |
| GMVIX | Goldman Sachs Small/Mid Cap Value Inv | Owns companies we recommend for divestment | 1 | 3 | 3 | 3 | X | Mid-Cap Blend |
| GMVRX | Goldman Sachs Small/Mid Cap Value R | Owns companies we recommend for divestment | 1 | 3 | 3 | 3 | X | Mid-Cap Blend |
| GMWEX | GuideMark® World ex-US Service | Owns companies we recommend for divestment | 10 | 4 | 22 | 7 | X | Foreign Large Blend |
| GMXAX | Nationwide Mid Cap Market Idx A | Owns companies we recommend for divestment | 4 | 8 | 6 | 10 | X | Mid-Cap Blend |
| GMXIX | Nationwide Mid Cap Market Idx R6 | Owns companies we recommend for divestment | 4 | 8 | 6 | 10 | X | Mid-Cap Blend |
| GMXPX | Goldman Sachs Large Cp Val Insghts P | Owns companies we recommend for divestment | 7 | 6 | 11 | 8 | X | Large Value |
| GMXRX | Nationwide Mid Cap Market Idx R | Owns companies we recommend for divestment | 4 | 8 | 6 | 10 | X | Mid-Cap Blend |
| GMYPX | Goldman Sachs Large Cap Value P | Owns companies we recommend for divestment | 2 | 3 | 4 | 5 | X | Large Value |
| GMYYX | GuideStone Funds MyDestination 2045Instl | Owns companies we recommend for divestment | 34 | 27 | 57 | 38 | X | Target-Date 2045 |
| GMZPX | Goldman Sachs Large Cap Gr Insghts P | Owns companies we recommend for divestment | 1 | 3 | 6 | 6 | X | Large Growth |
| GNDCX | Invesco Income Advantage Intl C | Owns companies we recommend for divestment | 16 | 7 | 33 | 11 | X | Derivative Income |
| GNDIX | Invesco Income Advantage Intl R5 | Owns companies we recommend for divestment | 16 | 7 | 33 | 11 | X | Derivative Income |
| GNDSX | Invesco Income Advantage Intl R6 | Owns companies we recommend for divestment | 16 | 7 | 33 | 11 | X | Derivative Income |
| GNNDX | Gotham Index Plus Investor | Owns companies we recommend for divestment | 12 | 14 | 20 | 19 | X | Large Blend |
| GNOM | Global X Genomics & Biotechnology ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Health |
| GNR | SPDR® S&P Global Natural Resources ETF | Owns companies we recommend for divestment | 2 | 1 | 4 | 0 | X | Natural Resources |
| GNSRX | abrdn US Small Cap Equity R | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| GNWRX | Nationwide R | Owns companies we recommend for divestment | 4 | 5 | 9 | 8 | X | Large Blend |
| 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 |
| GOAU | US Global GO GOLD and Prec Mtl Mnrs ETF | 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 |
| GOEX | Global X Gold Explorers ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Precious Metals |
| GOFCX | Pioneer Select Mid Cap Growth C | Owns companies we recommend for divestment | 5 | 2 | 2 | 5 | X | Mid-Cap Growth |
| 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 |
| GOFIX | GMO Resources III | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 1 | X | Natural Resources |
| GOGFX | Victory Sycamore Small Company Opp R | Owns companies we recommend for divestment | 1 | 1 | 1 | 1 | X | Small Value |
| GOGIX | JHancock International Growth I | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 2 | X | Foreign Large Growth |
| GOIAX | Goldman Sachs Growth & Inc Strat A | Owns companies we recommend for divestment | 48 | 30 | 85 | 44 | X | Tactical Allocation |
| GOICX | Goldman Sachs Growth & Inc Strat C | Owns companies we recommend for divestment | 48 | 30 | 85 | 44 | X | Tactical Allocation |
| GOIGX | JHancock International Growth A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 2 | X | Foreign Large Growth |
| GOIIX | Goldman Sachs Growth & Inc Strat Instl | Owns companies we recommend for divestment | 48 | 30 | 85 | 44 | X | Tactical Allocation |
| GOIOX | JHancock International Growth 1 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 2 | X | Foreign Large Growth |
| GOISX | Goldman Sachs Growth & Inc Strat Svc | Owns companies we recommend for divestment | 48 | 30 | 85 | 44 | X | Tactical Allocation |
| GOIUX | Goldman Sachs Growth & Inc Strat R6 | Owns companies we recommend for divestment | 48 | 30 | 85 | 44 | X | Tactical Allocation |
| GOLDX | Gabelli Gold AAA | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Precious Metals |
| GONCX | JHancock International Growth C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 2 | X | Foreign Large Growth |
| GONIX | Gotham Neutral Institutional | Owns companies we recommend for divestment | 13 | 19 | 24 | 20 | X | Equity Market Neutral |
| GOODX | GoodHaven | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | X | Large Value |
| 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 |
| GOPSX | abrdn China A Share Equity I/S | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
| GOVIX | GMO Resources IV | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 1 | X | Natural Resources |
| GPAFX | Victory RS Large Cap Alpha A | Owns companies we recommend for divestment | 4 | 1 | 6 | 5 | X | Large Value |
| 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 |
| GPGEX | Grandeur Peak Global Explorer Instl | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Global Small/Mid Stock |
| 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 |
| 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 |
| GPIQ | Goldman Sachs Nasdaq-100 Core Prm IncETF | Owns companies we recommend for divestment | 2 | 4 | 9 | 6 | X | Derivative Income |
| GPIRX | Goldman Sachs Growth & Inc Strat R | Owns companies we recommend for divestment | 48 | 30 | 85 | 44 | X | Tactical Allocation |
| GPITX | Goldman Sachs Growth & Inc Strat Inv | Owns companies we recommend for divestment | 48 | 30 | 85 | 44 | X | Tactical Allocation |
| GPIX | Goldman Sachs S&P 500 Core Prm IncETF | Owns companies we recommend for divestment | 18 | 20 | 28 | 26 | X | Derivative Income |
| GPMCX | Grandeur Peak Global Micro Cap Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
| GPOW | Goldman Sachs North Amr Pip & Pwr Eq ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Energy Limited Partnership |
| 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 |
| GPSCX | Victory RS Small Cap Equity A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Small Growth |
| GPTUX | GuidePath® Tactical Allocation Svc | Owns companies we recommend for divestment | 1 | 1 | 2 | 3 | X | Tactical Allocation |
| GQEFX | GMO Quality IV | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 6 | X | Large Blend |
| GQEIX | GQG Partners US Select Quality Eq Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 3 | X | Large Blend |
| GQEPX | GQG Partners US Select Quality Eq Inv | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 3 | X | Large Blend |
| GQERX | GQG Partners US Select Quality Eq R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 3 | X | Large Blend |
| GQESX | GMO Quality R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 6 | X | Large Blend |
| GQETX | GMO Quality III | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 6 | X | Large Blend |
| GQFIX | GQG Partners Global Quality Value Fd Ins | Owns companies we recommend for divestment | 1 | 1 | 0 | 2 | X | Global Large-Stock Value |
| GQFPX | GQG Partners Global Quality Value Fd Inv | Owns companies we recommend for divestment | 1 | 1 | 0 | 2 | X | Global Large-Stock Value |
| GQGIX | GQG Partners Emerging Markets EquityInst | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Diversified Emerging Mkts |
| GQGPX | GQG Partners Emerging Markets Equity Inv | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 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 | 2 | 0 | X | Diversified Emerging Mkts |
| GQHIX | GQG Partners US Quality Value Fund Ins | Owns companies we recommend for divestment | 2 | 2 | 3 | 2 | X | Large Value |
| GQHPX | GQG Partners US Quality Value Fund Inv | Owns companies we recommend for divestment | 2 | 2 | 3 | 2 | X | Large Value |
| GQI | Natixis Gateway Quality Income ETF | Owns companies we recommend for divestment | 2 | 10 | 7 | 7 | X | Derivative Income |
| GQIRX | Goldman Sachs US Tax-Managed Eq Inv | Owns companies we recommend for divestment | 5 | 9 | 13 | 12 | X | Large Blend |
| GQJIX | GQG Partners Intl Qual Val Fd Ins | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | 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 | 0 | 1 | 0 | X | Foreign Large Value |
| GQLIX | GMO Quality I | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 6 | X | Large Blend |
| GQLOX | GMO Quality VI | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 6 | X | Large Blend |
| GQLVX | Glenmede Quant US Large Cap Value Equity | Owns companies we recommend for divestment | 3 | 7 | 7 | 3 | X | Large Value |
| GQQQ | Astoria US Quality Growth Kings ETF | Owns companies we recommend for divestment | 4 | 6 | 11 | 8 | X | Large Growth |
| GQRE | FlexShares Glbl Quality Real Estate ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Global Real Estate |
| GQRIX | GQG Partners Global Quality Equity Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 3 | X | Global Large-Stock Growth |
| GQRPX | GQG Partners Global Quality Equity Inv | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 3 | X | Global Large-Stock Growth |
| GQRRX | GQG Partners Global Quality Equity R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 3 | X | Global Large-Stock Growth |
| GQSCX | Glenmede Quant US Small Cap Equity | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 1 | X | Small Value |
| 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 |
| GREI | Goldman Sachs Ft Rl Estt & Infrs Eq ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Miscellaneous Sector |
| GREIX | Goldman Sachs Real Estate Securities Ins | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| GREK | Global X MSCI Greece ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Miscellaneous Region |
| GRERX | Goldman Sachs Real Estate Securities R | 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 |
| GRETX | Goldman Sachs Real Estate Securities Inv | 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 |
| 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 |
| GRGDX | Goldman Sachs Enhanced Div Gbl Eq R6 | Owns companies we recommend for divestment | 36 | 29 | 71 | 36 | X | Global Large-Stock Blend |
| GRGRX | Goldman Sachs Equity Income R | Owns companies we recommend for divestment | 3 | 3 | 7 | 7 | X | Large Value |
| GRGTX | Goldman Sachs Equity Income Inv | Owns companies we recommend for divestment | 3 | 3 | 7 | 7 | X | Large Value |
| GRGUX | Goldman Sachs Equity Income R6 | Owns companies we recommend for divestment | 3 | 3 | 7 | 7 | X | Large Value |
| GRGVX | Goldman Sachs U.S. Equity ESG R | Owns companies we recommend for divestment | 1 | 4 | 4 | 6 | V | Large Blend |
| GRHAX | Goehring & Rozencwajg Resources Retail | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Natural Resources |
| GRHIX | Goehring & Rozencwajg Resources Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Natural Resources |
| GRID | First Trust NASDAQ® Cln Edge®StGidIfsETF | Owns companies we recommend for divestment | 0 | 0 | 7 | 1 | V | Infrastructure |
| GRINX | Victory Diversified Stock R | Owns companies we recommend for divestment | 2 | 5 | 6 | 6 | X | Large Blend |
| GRISX | Nationwide S&P 500 Index Instl Svc | Owns companies we recommend for divestment | 18 | 20 | 28 | 26 | X | Large Blend |
| GRLLX | Goldman Sachs Enh Core EqFund-ClassR | Owns companies we recommend for divestment | 3 | 9 | 10 | 10 | X | Large Blend |
| GRMAX | Nationwide S&P 500 Index A | Owns companies we recommend for divestment | 18 | 20 | 28 | 26 | X | Large Blend |
| GRMIX | Nationwide S&P 500 Index R6 | Owns companies we recommend for divestment | 18 | 20 | 28 | 26 | X | Large Blend |
| GRMRX | Nationwide S&P 500 Index R | Owns companies we recommend for divestment | 18 | 20 | 28 | 26 | X | Large Blend |
| GRMSX | Nationwide S&P 500 Index Svc | Owns companies we recommend for divestment | 18 | 20 | 28 | 26 | X | Large Blend |
| GRNY | Fundstrat Granny Shots US Large Cap ETF | Owns companies we recommend for divestment | 3 | 4 | 5 | 5 | X | Large Blend |
| GROYX | Pioneer Select Mid Cap Growth Y | Owns companies we recommend for divestment | 5 | 2 | 2 | 5 | X | Mid-Cap Growth |
| GROZ | Zacks Focus Growth ETF | Owns companies we recommend for divestment | 4 | 4 | 7 | 7 | X | Large Growth |
| 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 |
| 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 |
| 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 |
| 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 |
| GRSPX | Cromwell Greenspring Mid Cap Instl | Owns companies we recommend for divestment | 2 | 2 | 5 | 4 | X | Mid-Cap Blend |
| GRSRX | Cohen & Steers Global Realty R | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| GRW | TCW Compounders ETF | Owns companies we recommend for divestment | 1 | 1 | 1 | 1 | X | Large Growth |
| GSACX | Goldman Sachs China Equity C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
| GSADX | Goldman Sachs Small Cap Growth P | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Small Growth |
| GSAEX | Goldman Sachs China Equity Inv | 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 |
| GSAGX | Goldman Sachs China Equity A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
| GSAHX | Goldman Sachs Small Cap Growth Investor | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Small Growth |
| GSAIX | Goldman Sachs China Equity Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
| GSAJX | Goldman Sachs Small Cap Growth Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Small Growth |
| GSAKX | Goldman Sachs International Eq Inc A | Owns companies we recommend for divestment | 1 | 1 | 1 | 1 | X | Foreign Large Value |
| GSAOX | Goldman Sachs Small Cap Gr Insghts A | Owns companies we recommend for divestment | 1 | 2 | 1 | 2 | X | Small Growth |
| GSATX | Goldman Sachs Small Cp Val Insghts A | Owns companies we recommend for divestment | 2 | 2 | 2 | 2 | X | Small Value |
| GSBAX | Goldman Sachs Small Cap Growth C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Small Growth |
| GSBDX | Goldman Sachs Small Cap Growth A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Small Growth |
| GSBEX | Goldman Sachs Small Cap Growth R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Small Growth |
| GSBGX | GMO Small Cap Quality Fund Class VI | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Small Growth |
| GSC | Goldman Sachs Small Cap Core Equity ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 1 | X | Small Blend |
| GSCGX | Goldman Sachs Large Cap Core A | Owns companies we recommend for divestment | 5 | 9 | 12 | 13 | X | Large Blend |
| GSCIX | abrdn US Small Cap Equity Inst | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| GSCKX | Goldman Sachs International Eq Inc C | Owns companies we recommend for divestment | 1 | 1 | 1 | 1 | X | Foreign Large Value |
| GSCLX | Goldman Sachs Large Cap Gr Insghts Svc | Owns companies we recommend for divestment | 1 | 3 | 6 | 6 | X | Large Growth |
| GSCOX | Goldman Sachs Small Cap Gr Insghts C | Owns companies we recommend for divestment | 1 | 2 | 1 | 2 | X | Small Growth |
| GSCTX | Goldman Sachs Small Cp Val Insghts C | Owns companies we recommend for divestment | 2 | 2 | 2 | 2 | X | Small Value |
| GSCYX | GuideStone Funds Small Cap Equity Instl | Owns companies we recommend for divestment | 2 | 1 | 4 | 2 | X | Small Blend |
| GSCZX | GuideStone Funds Small Cap Equity Inv | Owns companies we recommend for divestment | 2 | 1 | 4 | 2 | X | Small Blend |
| GSDPX | Goldman Sachs US Tax-Managed Eq P | Owns companies we recommend for divestment | 5 | 9 | 13 | 12 | X | Large Blend |
| GSEE | Goldman Sachs MarketBeta Emer Mkt Eq ETF | Owns companies we recommend for divestment | 1 | 0 | 9 | 0 | X | Diversified Emerging Mkts |
| GSELX | Goldman Sachs US Equity Insights Instl | Owns companies we recommend for divestment | 5 | 6 | 13 | 8 | X | Large Blend |
| GSEPX | Goldman Sachs US Equity Insights P | Owns companies we recommend for divestment | 5 | 6 | 13 | 8 | X | Large Blend |
| GSESX | Goldman Sachs US Equity Insights Svc | Owns companies we recommend for divestment | 5 | 6 | 13 | 8 | X | Large Blend |
| GSEU | Goldman Sachs ActiveBeta® Europe Eq ETF | Owns companies we recommend for divestment | 7 | 3 | 12 | 5 | X | Europe Stock |
| GSEUX | Goldman Sachs US Equity Insights R6 | Owns companies we recommend for divestment | 5 | 6 | 13 | 8 | X | Large Blend |
| GSEW | Goldman Sachs Equal Wght US Lg Cp Eq ETF | Owns companies we recommend for divestment | 19 | 20 | 27 | 27 | X | Large Blend |
| 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 |
| GSFPX | Goldman Sachs US Eq Div and Premium P | Owns companies we recommend for divestment | 8 | 11 | 14 | 14 | X | Derivative Income |
| GSFTX | Columbia Dividend Income Inst | Owns companies we recommend for divestment | 5 | 3 | 7 | 7 | X | Large Value |
| GSGCX | Goldman Sachs Equity Income C | Owns companies we recommend for divestment | 3 | 3 | 7 | 7 | X | Large Value |
| GSGRX | Goldman Sachs Equity Income A | Owns companies we recommend for divestment | 3 | 3 | 7 | 7 | X | Large Value |
| GSGSX | Goldman Sachs Equity Income Svc | Owns companies we recommend for divestment | 3 | 3 | 7 | 7 | X | Large Value |
| GSIB | Themes Global Systemically Imp Bks ETF | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Financial |
| GSICX | Goldman Sachs International Eq ESG C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | V | Foreign Large Blend |
| GSID | Goldman Sachs MarketBeta Intl Eq ETF | Owns companies we recommend for divestment | 20 | 5 | 40 | 11 | X | Foreign Large Blend |
| GSIE | Goldman Sachs ActiveBeta® Intl Eq ETF | Owns companies we recommend for divestment | 12 | 4 | 25 | 8 | X | Foreign Large Blend |
| GSIEX | Goldman Sachs International Eq ESG Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | V | Foreign Large Blend |
| GSIFX | Goldman Sachs International Eq ESG A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | V | Foreign Large Blend |
| GSIHX | Goldman Sachs GQG Ptnrs Intl Opps A | Owns companies we recommend for divestment | 3 | 1 | 2 | 3 | X | Foreign Large Growth |
| GSIIX | Goldman Sachs Equity Income Instl | Owns companies we recommend for divestment | 3 | 3 | 7 | 7 | X | Large Value |
| GSIKX | Goldman Sachs International Eq Inc Instl | Owns companies we recommend for divestment | 1 | 1 | 1 | 1 | X | Foreign Large Value |
| GSILX | Goldman Sachs GQG Ptnrs Intl Opps C | Owns companies we recommend for divestment | 3 | 1 | 2 | 3 | X | Foreign Large Growth |
| GSIMX | Goldman Sachs GQG Ptnrs Intl Opps Instl | Owns companies we recommend for divestment | 3 | 1 | 2 | 3 | X | Foreign Large Growth |
| GSINX | Goldman Sachs GQG Ptnrs Intl Opps Inv | Owns companies we recommend for divestment | 3 | 1 | 2 | 3 | X | Foreign Large Growth |
| GSIOX | Goldman Sachs Small Cap Gr Insghts Instl | Owns companies we recommend for divestment | 1 | 2 | 1 | 2 | X | Small Growth |
| GSIQX | Goldman Sachs GQG Ptnrs Intl Opps R | Owns companies we recommend for divestment | 3 | 1 | 2 | 3 | X | Foreign Large Growth |
| GSISX | Goldman Sachs International Eq ESG Svc | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | V | Foreign Large Blend |
| GSITX | Goldman Sachs Small Cp Val Insghts Instl | Owns companies we recommend for divestment | 2 | 2 | 2 | 2 | X | Small Value |
| GSIWX | Goldman Sachs International Eq ESG R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | V | Foreign Large Blend |
| GSIYX | Goldman Sachs GQG Ptnrs Intl Opps R6 | Owns companies we recommend for divestment | 3 | 1 | 2 | 3 | X | Foreign Large Growth |
| GSJPX | Goldman Sachs Technology Opps P | Owns companies we recommend for divestment | 1 | 3 | 4 | 6 | X | Technology |
| GSJY | Goldman Sachs ActiveBeta® Japan Eq ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 6 | 3 | X | Japan Stock |
| GSKPX | Goldman Sachs Tax-Advntgd Gbl Eq P | Owns companies we recommend for divestment | 33 | 26 | 61 | 33 | X | Global Large-Stock Blend |
| GSLAX | Goldman Sachs Large Cap Value A | Owns companies we recommend for divestment | 2 | 3 | 4 | 5 | X | Large Value |
| GSLC | Goldman Sachs ActiveBeta® US LgCp Eq ETF | Owns companies we recommend for divestment | 18 | 20 | 24 | 27 | X | Large Blend |
| GSLIX | Goldman Sachs Large Cap Value Instl | Owns companies we recommend for divestment | 2 | 3 | 4 | 5 | X | Large Value |
| GSLLX | Goldman Sachs Enh Core Eq Fund-InvShares | Owns companies we recommend for divestment | 3 | 9 | 10 | 10 | X | Large Blend |
| GSMAX | Goldman Sachs Small/Mid Cap Growth A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Mid-Cap Growth |
| GSMCX | Goldman Sachs Mid Cap Value Instl | Owns companies we recommend for divestment | 2 | 2 | 3 | 3 | X | Mid-Cap Blend |
| GSMGX | Goldman Sachs Small/Mid Cap Growth C | 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 |
| GSMSX | Goldman Sachs Mid Cap Value Svc | Owns companies we recommend for divestment | 2 | 2 | 3 | 3 | X | Mid-Cap Blend |
| GSMVX | Goldman Sachs Small/Mid Cap Value Instl | Owns companies we recommend for divestment | 1 | 3 | 3 | 3 | X | Mid-Cap Blend |
| GSMYX | Goldman Sachs Small/Mid Cap Growth Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Mid-Cap Growth |
| GSNPX | Goldman Sachs International Eq Inc P | Owns companies we recommend for divestment | 1 | 1 | 1 | 1 | X | Foreign Large Value |
| GSPAX | Goldman Sachs US Eq Div and Premium A | Owns companies we recommend for divestment | 8 | 11 | 14 | 14 | X | Derivative Income |
| GSPCX | Goldman Sachs Large Cap Core C | Owns companies we recommend for divestment | 5 | 9 | 12 | 13 | X | Large Blend |
| GSPFX | Gotham Enhanced S&P 500 Index Instl | Owns companies we recommend for divestment | 17 | 20 | 26 | 24 | X | Large Blend |
| GSPIX | Goldman Sachs Large Cap Core Instl | Owns companies we recommend for divestment | 5 | 9 | 12 | 13 | X | Large Blend |
| GSPKX | Goldman Sachs US Eq Div and Prem Instl | Owns companies we recommend for divestment | 8 | 11 | 14 | 14 | X | Derivative Income |
| GSPPX | Goldman Sachs Strategic Growth P | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 7 | X | Large Growth |
| GSPQX | Goldman Sachs US Eq Div and Premium C | Owns companies we recommend for divestment | 8 | 11 | 14 | 14 | X | Derivative Income |
| GSPRX | Goldman Sachs Large Cap Core R | Owns companies we recommend for divestment | 5 | 9 | 12 | 13 | X | Large Blend |
| GSPSX | Goldman Sachs Large Cap Core Svc | Owns companies we recommend for divestment | 5 | 9 | 12 | 13 | X | Large Blend |
| GSPTX | Goldman Sachs Large Cap Core Inv | Owns companies we recommend for divestment | 5 | 9 | 12 | 13 | X | Large Blend |
| GSPUX | Goldman Sachs Large Cap Core R6 | Owns companies we recommend for divestment | 5 | 9 | 12 | 13 | X | Large Blend |
| GSPY | Gotham Enhanced 500 ETF | Owns companies we recommend for divestment | 18 | 20 | 27 | 25 | X | Large Blend |
| GSQRX | Goldman Sachs Small Cap Value R | Owns companies we recommend for divestment | 1 | 4 | 4 | 2 | X | Small Blend |
| GSQTX | Goldman Sachs Small Cap Value Inv | Owns companies we recommend for divestment | 1 | 4 | 4 | 2 | X | Small Blend |
| 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 |
| GSRFX | Goldman Sachs Rising Dividend Gr R6 | 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 |
| GSRKX | Goldman Sachs International Eq Inc R | Owns companies we recommend for divestment | 1 | 1 | 1 | 1 | X | Foreign Large Value |
| GSRLX | Goldman Sachs Rising Dividend Gr Instl | Owns companies we recommend for divestment | 1 | 5 | 2 | 4 | X | Large Value |
| GSROX | Goldman Sachs Small Cap Gr Insghts R | Owns companies we recommend for divestment | 1 | 2 | 1 | 2 | X | Small Growth |
| GSRRX | Goldman Sachs Rising Dividend Gr R | Owns companies we recommend for divestment | 1 | 5 | 2 | 4 | X | Large Value |
| GSSC | Goldman Sachs ActiveBeta® US SmCp Eq ETF | Owns companies we recommend for divestment | 8 | 9 | 8 | 9 | X | Small Blend |
| GSSCX | Goldman Sachs Small Cap Value C | Owns companies we recommend for divestment | 1 | 4 | 4 | 2 | X | Small Blend |
| GSSIX | Goldman Sachs Small Cap Value Inst | Owns companies we recommend for divestment | 1 | 4 | 4 | 2 | X | Small Blend |
| GSSMX | Goldman Sachs Small Cap Value A | Owns companies we recommend for divestment | 1 | 4 | 4 | 2 | X | Small Blend |
| GSSQX | Goldman Sachs US Equity Insights A | Owns companies we recommend for divestment | 5 | 6 | 13 | 8 | X | Large Blend |
| GSSSX | Goldman Sachs Small Cap Value Svc | Owns companies we recommend for divestment | 1 | 4 | 4 | 2 | X | Small Blend |
| GSSUX | Goldman Sachs Small Cap Value R6 | Owns companies we recommend for divestment | 1 | 4 | 4 | 2 | X | Small Blend |
| GSTIX | Goldman Sachs Strategic Growth Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 7 | X | Large Growth |
| GSTKX | Goldman Sachs International Eq Inc Inv | Owns companies we recommend for divestment | 1 | 1 | 1 | 1 | X | Foreign Large Value |
| GSTOX | Goldman Sachs Small Cap Gr Insghts Inv | Owns companies we recommend for divestment | 1 | 2 | 1 | 2 | X | Small Growth |
| GSTRX | Goldman Sachs Strategic Growth R | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 7 | X | Large Growth |
| GSTSX | Goldman Sachs Strategic Growth Svc | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 7 | X | Large Growth |
| GSTTX | Goldman Sachs Strategic Growth Inv | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 7 | X | Large Growth |
| GSUKX | Goldman Sachs International Eq Inc R6 | Owns companies we recommend for divestment | 1 | 1 | 1 | 1 | X | Foreign Large Value |
| GSURX | Goldman Sachs US Equity Insights R | Owns companies we recommend for divestment | 5 | 6 | 13 | 8 | X | Large Blend |
| GSUS | Goldman Sachs MarketBeta US Equity ETF | Owns companies we recommend for divestment | 16 | 19 | 27 | 25 | X | Large Blend |
| GSUSX | Goldman Sachs US Equity Insights C | Owns companies we recommend for divestment | 5 | 6 | 13 | 8 | X | Large Blend |
| GSUTX | Goldman Sachs US Equity Insights Inv | Owns companies we recommend for divestment | 5 | 6 | 13 | 8 | X | Large Blend |
| GSVCX | Goldman Sachs Large Cap Value C | Owns companies we recommend for divestment | 2 | 3 | 4 | 5 | X | Large Value |
| GSVPX | Goldman Sachs Small/Mid Cap Value P | Owns companies we recommend for divestment | 1 | 3 | 3 | 3 | X | Mid-Cap Blend |
| GSVRX | Goldman Sachs Large Cap Value R | Owns companies we recommend for divestment | 2 | 3 | 4 | 5 | X | Large Value |
| GSVSX | Goldman Sachs Large Cap Value Svc | Owns companies we recommend for divestment | 2 | 3 | 4 | 5 | X | Large Value |
| GSVTX | Goldman Sachs Large Cap Value Inv | Owns companies we recommend for divestment | 2 | 3 | 4 | 5 | X | Large Value |
| GSVUX | Goldman Sachs Large Cap Value R6 | Owns companies we recommend for divestment | 2 | 3 | 4 | 5 | X | Large Value |
| GSWPX | Goldman Sachs Small/Mid Cap Growth P | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Mid-Cap Growth |
| 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 |
| GSXIX | abrdn US Small Cap Equity Inst Svc | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| GSXMX | GMO International Equity Allocation R6 | Owns companies we recommend for divestment | 4 | 2 | 13 | 6 | X | Foreign Large Value |
| GSXPX | Goldman Sachs Small Cp Val Insghts P | Owns companies we recommend for divestment | 2 | 2 | 2 | 2 | X | Small Value |
| GSYPX | Goldman Sachs Small Cap Value P | Owns companies we recommend for divestment | 1 | 4 | 4 | 2 | X | Small Blend |
| GSZPX | Goldman Sachs Small Cap Gr Insghts P | Owns companies we recommend for divestment | 1 | 2 | 1 | 2 | X | Small Growth |
| GTAPX | Glenmede Quant US Long/Short Equity | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 5 | 2 | X | Long-Short Equity |
| GTCAX | Gabelli Global Content & Connect A | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 5 | 4 | X | Communications |
| GTCCX | Gabelli Global Content & Connect C | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 5 | 4 | X | Communications |
| GTCEX | Glenmede Strategic Equity | Owns companies we recommend for divestment | 2 | 3 | 6 | 5 | X | Large Blend |
| GTCIX | Glenmede Quant International Equity | Owns companies we recommend for divestment | 4 | 2 | 4 | 2 | X | Foreign Large Value |
| GTCSX | Glenmede Small Cap Equity Adv | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Small Blend |
| GTDCX | Invesco EQV Emerging Markets All Cap C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| GTDDX | Invesco EQV Emerging Markets All Cap A | 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 |
| GTDIX | Invesco EQV Emerging Markets All Cap R5 | 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 |
| GTECX | Gateway C | Owns companies we recommend for divestment | 6 | 10 | 14 | 13 | X | Equity Hedged |
| GTEK | Goldman Sachs Future Tech Leaders Eq ETF | Owns companies we recommend for divestment | 1 | 1 | 1 | 1 | X | Technology |
| GTENX | Gateway N | Owns companies we recommend for divestment | 6 | 10 | 14 | 13 | X | Equity Hedged |
| GTEYX | Gateway Y | Owns companies we recommend for divestment | 6 | 10 | 14 | 13 | X | Equity Hedged |
| GTFPX | Goldman Sachs International Eq ESG P | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | V | Foreign Large Blend |
| 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 |
| GTILX | Glenmede Quant US Large Cap Gr Eq Instl | Owns companies we recommend for divestment | 1 | 2 | 7 | 4 | X | Large Growth |
| GTLIX | Glenmede Quant US Large Cap Core EqInstl | Owns companies we recommend for divestment | 2 | 5 | 7 | 6 | X | Large Value |
| GTLLX | Glenmede Quant US Large Cap Gr Eq | Owns companies we recommend for divestment | 1 | 2 | 7 | 4 | X | Large Growth |
| GTLOX | Glenmede Quant US Large Cap Core Eq | Owns companies we recommend for divestment | 2 | 5 | 7 | 6 | X | Large Value |
| GTLSX | Glenmede Quant US Long/Short Equity Ins | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 5 | 2 | X | Long-Short Equity |
| GTMIX | GMO International Opportunistic Val III | Owns companies we recommend for divestment | 2 | 2 | 5 | 4 | X | Foreign Large Value |
| GTMRX | Goldman Sachs Small/Mid Cap Growth R | 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 |
| GTMUX | Goldman Sachs Small/Mid Cap Growth R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Mid-Cap Growth |
| GTNDX | Invesco Income Advantage Intl A | Owns companies we recommend for divestment | 16 | 7 | 33 | 11 | X | Derivative Income |
| GTNRX | Invesco Income Advantage Intl R | Owns companies we recommend for divestment | 16 | 7 | 33 | 11 | X | Derivative Income |
| GTNYX | Invesco Income Advantage Intl Y | Owns companies we recommend for divestment | 16 | 7 | 33 | 11 | X | Derivative Income |
| GTORX | Goldman Sachs Technology Opps R6 | Owns companies we recommend for divestment | 1 | 3 | 4 | 6 | X | Technology |
| GTSAX | Invesco Small Cap Growth A | Owns companies we recommend for divestment | 1 | 0 | 1 | 1 | X | Small Growth |
| GTSCX | Glenmede Small Cap Equity Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Small Blend |
| GTSDX | Invesco Small Cap Growth C | Owns companies we recommend for divestment | 1 | 0 | 1 | 1 | X | Small Growth |
| GTSFX | Invesco Small Cap Growth R6 | Owns companies we recommend for divestment | 1 | 0 | 1 | 1 | X | Small Growth |
| GTSGX | Madison Mid Cap Y | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Mid-Cap Blend |
| GTSIX | Invesco Small Cap Growth Inv | Owns companies we recommend for divestment | 1 | 0 | 1 | 1 | X | Small Growth |
| GTSRX | Invesco Small Cap Growth R | Owns companies we recommend for divestment | 1 | 0 | 1 | 1 | X | Small Growth |
| GTSVX | Invesco Small Cap Growth R5 | Owns companies we recommend for divestment | 1 | 0 | 1 | 1 | X | Small Growth |
| GTSYX | Invesco Small Cap Growth Y | Owns companies we recommend for divestment | 1 | 0 | 1 | 1 | X | Small Growth |
| GTTIX | Gabelli Global Content & Connect I | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 5 | 4 | X | Communications |
| GTTMX | Glenmede Quant US Total Market Equity | Owns companies we recommend for divestment | 1 | 3 | 7 | 5 | X | Mid-Cap Value |
| GTTRX | Goldman Sachs Small Cp Val Insghts R | Owns companies we recommend for divestment | 2 | 2 | 2 | 2 | X | Small Value |
| GTTTX | Goldman Sachs Small Cp Val Insghts Inv | Owns companies we recommend for divestment | 2 | 2 | 2 | 2 | X | Small Value |
| GTTUX | Goldman Sachs Small Cp Val Insghts R6 | Owns companies we recommend for divestment | 2 | 2 | 2 | 2 | X | Small Value |
| GUBGX | Victory RS International A | Owns companies we recommend for divestment | 1 | 2 | 5 | 2 | X | Foreign Large Blend |
| GUNR | FlexShares Mstar Glbl Upstrm Nat Res ETF | Owns companies we recommend for divestment | 1 | 3 | 3 | 0 | X | Natural Resources |
| GUNZ | Tuttle Capital Self Defense Index ETF | Owns companies we recommend for divestment | 4 | 2 | 3 | 4 | X | Miscellaneous Sector |
| 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 |
| GURIX | NAA Risk Managed Rl Estt Inst | 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 |
| GURU | Global X Guru™ ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 4 | X | Large Blend |
| GUSA | Goldman Sachs MarketBeta US 1000 Eq ETF | Owns companies we recommend for divestment | 23 | 26 | 32 | 38 | X | Large Blend |
| GUSH | Direxion Dly S&P Oil&Gs Ex&Prd Bl 2X ETF | Owns companies we recommend for divestment | 2 | 0 | 3 | 0 | X | Trading--Leveraged Equity |
| GUSOX | GMO U.S. Opportunistic Value IV | Owns companies we recommend for divestment | 3 | 9 | 17 | 9 | X | Large Value |
| GUSYX | Grandeur Peak US Stalwarts Institutional | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Mid-Cap Growth |
| GUXPX | Gabelli Utilities C | Owns companies we recommend for divestment | 2 | 0 | 5 | 0 | X | Utilities |
| 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 |
| GVALX | Gotham Large Value Institutional | Owns companies we recommend for divestment | 10 | 11 | 16 | 12 | X | Large Value |
| GVCAX | Gabelli Value 25 AAA | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 4 | 0 | X | Mid-Cap Value |
| GVCCX | Gabelli Value 25 C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 4 | 0 | X | Mid-Cap Value |
| GVCIX | Gabelli Value 25 I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 4 | 0 | X | Mid-Cap Value |
| GVEQX | Government Street Equity | Owns companies we recommend for divestment | 6 | 6 | 12 | 11 | X | Large Blend |
| GVEYX | GuideStone Funds Value Equity Instl | Owns companies we recommend for divestment | 4 | 5 | 9 | 8 | X | Large Value |
| GVEZX | GuideStone Funds Value Equity Investor | Owns companies we recommend for divestment | 4 | 5 | 9 | 8 | X | Large Value |
| GVIP | Goldman Sachs Hedge Industry VIP ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 7 | 4 | X | Large Growth |
| GVIRX | Goldman Sachs US Eq Div and Premium Inv | Owns companies we recommend for divestment | 8 | 11 | 14 | 14 | X | Derivative Income |
| GVIYX | GuideStone Funds Value Equity Idx Instl | Owns companies we recommend for divestment | 20 | 24 | 25 | 31 | X | Large Value |
| GVIZX | GuideStone Funds Value Equity Index Inv | Owns companies we recommend for divestment | 20 | 24 | 25 | 31 | X | Large Value |
| GVLU | Gotham 1000 Value ETF | Owns companies we recommend for divestment | 13 | 13 | 16 | 14 | X | Mid-Cap Value |
| GVMCX | Government Street Opportunities | Owns companies we recommend for divestment | 2 | 1 | 2 | 3 | X | Mid-Cap Blend |
| GVUS | Goldman Sachs MktBt Russell LgCpValEqETF | Owns companies we recommend for divestment | 20 | 24 | 26 | 31 | X | Large Value |
| GWEIX | AMG GW&K Small Cap Core I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Small Blend |
| GWETX | AMG GW&K Small Cap Core N | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Small Blend |
| GWEZX | AMG GW&K Small Cap Core Z | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | 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 |
| GWILX | Glenmede Women in Leadership US Eq | Owns companies we recommend for divestment | 2 | 3 | 6 | 1 | V | Large Value |
| 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 |
| 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 |
| GWOAX | GMO Global Developed Equity Allc III | Owns companies we recommend for divestment | 10 | 15 | 36 | 25 | X | Global Large-Stock Value |
| GWPAX | American Funds Growth Portfolio A | Owns companies we recommend for divestment | 18 | 21 | 29 | 28 | X | Aggressive Allocation |
| GWPCX | American Funds Growth Portfolio C | Owns companies we recommend for divestment | 18 | 21 | 29 | 28 | X | Aggressive Allocation |
| GWPDX | American Funds Growth Portfolio F3 | Owns companies we recommend for divestment | 18 | 21 | 29 | 28 | X | Aggressive Allocation |
| GWPEX | American Funds Growth Portfolio F2 | Owns companies we recommend for divestment | 18 | 21 | 29 | 28 | X | Aggressive Allocation |
| GWPFX | American Funds Growth Portfolio F1 | Owns companies we recommend for divestment | 18 | 21 | 29 | 28 | X | Aggressive Allocation |
| GWSAX | Gabelli Focused Gr and Inc A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 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 | 0 | 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 | 0 | 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 | 0 | 1 | 2 | X | Aggressive Allocation |
| GWX | SPDR® S&P® International Small Cap ETF | Owns companies we recommend for divestment | 17 | 1 | 30 | 1 | X | Foreign Small/Mid Blend |
| 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 |
| GXG | Global X MSCI Colombia ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Miscellaneous Region |
| GXTG | Global X Thematic Growth ETF | Owns companies we recommend for divestment | 1 | 1 | 11 | 1 | X | Global Small/Mid Stock |
| GXUS | Goldman Sachs MarketBeta(R) Ttl IntEqETF | Owns companies we recommend for divestment | 22 | 7 | 50 | 12 | X | Foreign Large Blend |
| GXXAX | abrdn US Sustainable Leaders A | Owns companies we recommend for divestment | 1 | 2 | 0 | 2 | V | Large Growth |
| GXXCX | abrdn US Sustainable Leaders C | 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 |
| GYLD | Arrow Dow Jones Global Yield ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Allocation |
| HACAX | Harbor Capital Appreciation Instl | Owns companies we recommend for divestment | 2 | 4 | 7 | 5 | X | Large Growth |
| HACK | Amplify Cybersecurity ETF | Owns companies we recommend for divestment | 4 | 0 | 3 | 4 | X | Technology |
| HADAX | Hartford Balanced HLS IA | Owns companies we recommend for divestment | 2 | 3 | 6 | 5 | X | Moderate Allocation |
| HADRX | Horizon Defined Risk Advisor | Owns companies we recommend for divestment | 18 | 20 | 28 | 26 | X | Equity Hedged |
| HADUX | Horizon Equity Premium Income Advisor | Owns companies we recommend for divestment | 10 | 15 | 21 | 16 | X | Derivative Income |
| 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 |
| HAIAX | Hartford Core Equity A | Owns companies we recommend for divestment | 3 | 4 | 6 | 10 | X | Large Blend |
| HAIBX | Hartford Balanced HLS IB | Owns companies we recommend for divestment | 2 | 3 | 6 | 5 | X | Moderate Allocation |
| HAIDX | Harbor Diversified Intl All Cp Instl | Owns companies we recommend for divestment | 4 | 2 | 7 | 2 | X | Foreign Large Blend |
| HAIL | SPDR® S&P Kensho Smart Mobility ETF | Owns companies we recommend for divestment | 1 | 2 | 5 | 4 | X | Technology |
| HAINX | Harbor International Institutional | Owns companies we recommend for divestment | 4 | 1 | 7 | 2 | X | Foreign Large Blend |
| HAISX | Harbor International Small Cap Instl | Owns companies we recommend for divestment | 1 | 1 | 2 | 0 | X | Foreign Small/Mid Value |
| HAITX | Hartford Core Equity R6 | Owns companies we recommend for divestment | 3 | 4 | 6 | 10 | X | Large Blend |
| HAMGX | Harbor Disruptive Innovation Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 4 | 5 | X | Large Growth |
| HAMVX | Harbor Mid Cap Value Instl | Owns companies we recommend for divestment | 4 | 8 | 5 | 5 | X | Mid-Cap Value |
| HAONX | Harbor International Core Investor | Owns companies we recommend for divestment | 3 | 1 | 6 | 2 | X | Foreign Large Blend |
| HAORX | Harbor International Core Retirement | Owns companies we recommend for divestment | 3 | 1 | 6 | 2 | X | Foreign Large Blend |
| HAOSX | Harbor International Core Institutional | Owns companies we recommend for divestment | 3 | 1 | 6 | 2 | X | Foreign Large Blend |
| HAOYX | Hartford International Opportunities Y | Owns companies we recommend for divestment | 2 | 1 | 3 | 2 | X | Foreign Large Blend |
| HAP | VanEck Natural Resources ETF | Owns companies we recommend for divestment | 2 | 2 | 6 | 1 | X | Natural Resources |
| HAPI | Harbor Human Capital Factor US LrgCapETF | Owns companies we recommend for divestment | 7 | 3 | 17 | 12 | X | Large Blend |
| HAPS | Harbor Human Capital Factor US Sm CapETF | Owns companies we recommend for divestment | 1 | 0 | 3 | 1 | X | Small Blend |
| HAPY | Harbor Human Capital Factor Uncons ETF | Owns companies we recommend for divestment | 2 | 3 | 4 | 7 | X | Mid-Cap Growth |
| HART | NYLI Healthy Hearts ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | V | Health |
| HASAX | Horizon Active Asset Allocation A | Owns companies we recommend for divestment | 60 | 47 | 102 | 58 | X | Tactical Allocation |
| HASCX | Harbor Small Cap Value Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Blend |
| HASGX | Harbor Small Cap Growth Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| HASIX | Horizon Active Asset Allocation I | Owns companies we recommend for divestment | 60 | 47 | 102 | 58 | X | Tactical Allocation |
| HAUS | Residential REIT ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| HAUZ | Xtrackers International Real Estate ETF | Owns companies we recommend for divestment | 2 | 0 | 3 | 0 | X | Global Real Estate |
| HAVGX | Haverford Quality Growth Stock | Owns companies we recommend for divestment | 2 | 2 | 3 | 5 | X | Large Blend |
| HAVLX | Harbor Large Cap Value Instl | Owns companies we recommend for divestment | 2 | 1 | 3 | 3 | X | Large Blend |
| HAWX | iShares Currency Hdgd MSCI ACWI exUS ETF | Owns companies we recommend for divestment | 16 | 8 | 35 | 11 | X | Foreign Large Blend |
| HBAAX | Hartford Moderate Allocation A | Owns companies we recommend for divestment | 34 | 28 | 50 | 34 | X | Moderate Allocation |
| HBACX | Hartford Moderate Allocation C | Owns companies we recommend for divestment | 34 | 28 | 50 | 34 | X | Moderate Allocation |
| HBADX | Hartford Moderate Allocation F | Owns companies we recommend for divestment | 34 | 28 | 50 | 34 | X | Moderate Allocation |
| HBAIX | Hartford Moderate Allocation I | Owns companies we recommend for divestment | 34 | 28 | 50 | 34 | X | Moderate Allocation |
| HBARX | Hartford Moderate Allocation R3 | Owns companies we recommend for divestment | 34 | 28 | 50 | 34 | X | Moderate Allocation |
| HBASX | Hartford Moderate Allocation R4 | Owns companies we recommend for divestment | 34 | 28 | 50 | 34 | X | Moderate Allocation |
| HBATX | Hartford Moderate Allocation R5 | Owns companies we recommend for divestment | 34 | 28 | 50 | 34 | X | Moderate Allocation |
| HBGHX | Hartford Healthcare HLS IB | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 1 | X | Health |
| HBGIX | Hartford Disciplined Equity HLS IB | Owns companies we recommend for divestment | 3 | 4 | 6 | 10 | X | Large Blend |
| HBIOX | Hartford International Opp HLS IB | Owns companies we recommend for divestment | 2 | 1 | 3 | 2 | X | Foreign Large Blend |
| HBMCX | Hartford MidCap HLS IB | Owns companies we recommend for divestment | 2 | 2 | 1 | 4 | X | Mid-Cap Growth |
| HBSGX | Hartford Small Cap Growth HLS IB | Owns companies we recommend for divestment | 1 | 2 | 1 | 3 | X | Small Growth |
| HCACX | Hartford Capital Appreciation C | Owns companies we recommend for divestment | 7 | 7 | 12 | 13 | X | Large Blend |
| HCAFX | Hartford Capital Appreciation F | Owns companies we recommend for divestment | 7 | 7 | 12 | 13 | X | Large Blend |
| HCAIX | Harbor Capital Appreciation Inv | Owns companies we recommend for divestment | 2 | 4 | 7 | 5 | X | Large Growth |
| HCAYX | Hartford Capital Appreciation Y | Owns companies we recommend for divestment | 7 | 7 | 12 | 13 | X | Large Blend |
| HCKAX | Hartford Checks and Balances A | Owns companies we recommend for divestment | 9 | 8 | 15 | 14 | X | Moderate Allocation |
| HCKCX | Hartford Checks and Balances C | Owns companies we recommend for divestment | 9 | 8 | 15 | 14 | X | Moderate Allocation |
| HCKFX | Hartford Checks and Balances F | Owns companies we recommend for divestment | 9 | 8 | 15 | 14 | X | Moderate Allocation |
| HCKIX | Hartford Checks and Balances I | Owns companies we recommend for divestment | 9 | 8 | 15 | 14 | X | Moderate Allocation |
| HCKRX | Hartford Checks and Balances R3 | Owns companies we recommend for divestment | 9 | 8 | 15 | 14 | X | Moderate Allocation |
| HCKSX | Hartford Checks and Balances R4 | Owns companies we recommend for divestment | 9 | 8 | 15 | 14 | X | Moderate Allocation |
| HCKTX | Hartford Checks and Balances R5 | Owns companies we recommend for divestment | 9 | 8 | 15 | 14 | X | Moderate Allocation |
| HCMAX | Hillman Value No Load | Owns companies we recommend for divestment | 1 | 3 | 3 | 5 | X | Large Value |
| HCMT | Direxion HCM Tactical EnhU.S.EqStratETF | Owns companies we recommend for divestment | 18 | 20 | 28 | 26 | X | Large Blend |
| HCPCX | Hartford Capital Appreciation HLS IC | Owns companies we recommend for divestment | 8 | 7 | 13 | 11 | X | Large Blend |
| 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 |
| HDEF | Xtrackers MSCI EAFE High Div Yld Eq ETF | Owns companies we recommend for divestment | 3 | 0 | 5 | 2 | X | Foreign Large Value |
| HDGBX | Hartford Dividend and Growth HLS IB | Owns companies we recommend for divestment | 5 | 3 | 7 | 6 | X | Large Value |
| HDGCX | Hartford Dividend and Growth C | Owns companies we recommend for divestment | 5 | 3 | 7 | 6 | X | Large Value |
| HDGFX | Hartford Dividend and Growth F | Owns companies we recommend for divestment | 5 | 3 | 7 | 6 | X | Large Value |
| HDGIX | Hartford Dividend and Growth I | Owns companies we recommend for divestment | 5 | 3 | 7 | 6 | X | Large Value |
| HDGRX | Hartford Dividend and Growth R3 | Owns companies we recommend for divestment | 5 | 3 | 7 | 6 | X | Large Value |
| HDGSX | Hartford Dividend and Growth R4 | Owns companies we recommend for divestment | 5 | 3 | 7 | 6 | X | Large Value |
| HDGTX | Hartford Dividend and Growth R5 | Owns companies we recommend for divestment | 5 | 3 | 7 | 6 | X | Large Value |
| HDGVX | Hartford Dividend and Growth R6 | Owns companies we recommend for divestment | 5 | 3 | 7 | 6 | X | Large Value |
| HDGYX | Hartford Dividend and Growth Y | Owns companies we recommend for divestment | 5 | 3 | 7 | 6 | X | Large Value |
| 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 |
| 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 |
| HDMV | First Trust Hrzn MgdVolatil Dev Intl ETF | Owns companies we recommend for divestment | 1 | 1 | 1 | 2 | X | Foreign Large Value |
| HDPBX | Hodges Blue Chip Equity Income Retail | Owns companies we recommend for divestment | 1 | 5 | 4 | 3 | X | Large Blend |
| HDPMX | Hodges Retail | Owns companies we recommend for divestment | 1 | 1 | 2 | 1 | X | Mid-Cap Blend |
| HDPSX | Hodges Small Cap Retail | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Small Blend |
| 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 |
| HDRO | Defiance Next Gen H2 ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Equity Energy |
| 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 |
| HDSIX | Hodges Small Cap Institutional | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Small Blend |
| 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 |
| 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 |
| HDUS | Hartford Disciplined US Equity ETF | Owns companies we recommend for divestment | 10 | 11 | 19 | 16 | X | Large Blend |
| HDV | iShares Core High Dividend ETF | Owns companies we recommend for divestment | 3 | 3 | 5 | 3 | X | Large Value |
| HDVAX | Hartford International Equity A | Owns companies we recommend for divestment | 4 | 3 | 7 | 5 | X | Foreign Large Blend |
| HDVCX | Hartford International Equity C | Owns companies we recommend for divestment | 4 | 3 | 7 | 5 | X | Foreign Large Blend |
| HDVFX | Hartford International Equity F | Owns companies we recommend for divestment | 4 | 3 | 7 | 5 | X | Foreign Large Blend |
| HDVIX | Hartford International Equity I | Owns companies we recommend for divestment | 4 | 3 | 7 | 5 | X | Foreign Large Blend |
| HDVRX | Hartford International Equity R3 | Owns companies we recommend for divestment | 4 | 3 | 7 | 5 | X | Foreign Large Blend |
| HDVSX | Hartford International Equity R4 | Owns companies we recommend for divestment | 4 | 3 | 7 | 5 | X | Foreign Large Blend |
| 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 |
| HEAT | Touchstone Climate Transition ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 3 | 3 | V | Global Large-Stock Blend |
| HECO | SPDR Galaxy Hdg Dgtl Ast Ecosystem ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 1 | X | Digital Assets |
| HEDJ | WisdomTree Europe Hedged Equity ETF | Owns companies we recommend for divestment | 3 | 0 | 5 | 1 | X | Europe Stock |
| HEEM | iShares Currency Hedged MSCI Em Mkts ETF | Owns companies we recommend for divestment | 2 | 0 | 8 | 0 | X | Diversified Emerging Mkts |
| HEFA | iShares Currency Hedged MSCI EAFE ETF | Owns companies we recommend for divestment | 13 | 6 | 26 | 10 | X | Foreign Large Blend |
| HEIFX | Hennessy Equity and Income Investor | Owns companies we recommend for divestment | 1 | 1 | 2 | 1 | X | Moderate Allocation |
| HEIIX | Hennessy Equity and Income Institutional | Owns companies we recommend for divestment | 1 | 1 | 2 | 1 | X | Moderate Allocation |
| HELO | JPMorgan Hedged Equity Ldrd Ovrly ETF | Owns companies we recommend for divestment | 5 | 7 | 12 | 13 | X | Equity Hedged |
| HELX | Franklin Genomic Advancements ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Health |
| 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 |
| HEMZX | Virtus SGA Emerging Markets Equity A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| HEOFX | Hartford Climate Opportunities F | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 6 | 4 | V | Global Large-Stock Blend |
| HEOIX | Hartford Climate Opportunities I | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 6 | 4 | V | Global Large-Stock Blend |
| HEOMX | Hartford Climate Opportunities A | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 6 | 4 | V | Global Large-Stock Blend |
| HEONX | Hartford Climate Opportunities C | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 6 | 4 | V | Global Large-Stock Blend |
| HEORX | Hartford Climate Opportunities R3 | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 6 | 4 | V | Global Large-Stock Blend |
| HEOSX | Hartford Climate Opportunities R4 | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 6 | 4 | V | Global Large-Stock Blend |
| HEOTX | Hartford Climate Opportunities R5 | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 6 | 4 | V | Global Large-Stock Blend |
| HEOVX | Hartford Climate Opportunities R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 6 | 4 | V | Global Large-Stock Blend |
| HEOYX | Hartford Climate Opportunities Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 6 | 4 | V | Global Large-Stock Blend |
| HEQCX | Monteagle Opportunity Equity Instl | Owns companies we recommend for divestment | 4 | 6 | 5 | 5 | X | Mid-Cap Blend |
| HEQFX | Monteagle Opportunity Equity Inv | Owns companies we recommend for divestment | 4 | 6 | 5 | 5 | X | Mid-Cap Blend |
| 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 |
| HERO | Global X Video Games & Esports ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Communications |
| 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 |
| HESAX | Horizon Defensive Core Advisor | Owns companies we recommend for divestment | 6 | 10 | 11 | 11 | V | Large Blend |
| HESGX | Horizon Defensive Core Investor | Owns companies we recommend for divestment | 6 | 10 | 11 | 11 | V | Large Blend |
| HEWJ | iShares Currency Hedged MSCI Japan ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 6 | 3 | X | Japan Stock |
| HEZU | iShares Currency Hedged MSCI Eurozn ETF | Owns companies we recommend for divestment | 4 | 2 | 6 | 3 | X | Europe Stock |
| HFAEX | Hartford Schroders Intl Cntrrn Val C | Owns companies we recommend for divestment | 1 | 1 | 2 | 1 | X | Foreign Large Value |
| HFAFX | Hartford Schroders Intl Cntrrn Val R5 | Owns companies we recommend for divestment | 1 | 1 | 2 | 1 | X | Foreign Large Value |
| HFAHX | Hartford Schroders Intl Cntrrn Val Y | Owns companies we recommend for divestment | 1 | 1 | 2 | 1 | X | Foreign Large Value |
| HFAJX | Hartford Schroders Intl Cntrrn Val A | Owns companies we recommend for divestment | 1 | 1 | 2 | 1 | X | Foreign Large Value |
| 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 |
| HFCVX | Hennessy Cornerstone Value Investor | Owns companies we recommend for divestment | 3 | 2 | 6 | 5 | X | Large Value |
| HFDCX | Hartford Schroders US MidCap Opps C | Owns companies we recommend for divestment | 4 | 2 | 1 | 4 | X | Mid-Cap Blend |
| HFDFX | Hartford Schroders US MidCap Opps F | Owns companies we recommend for divestment | 4 | 2 | 1 | 4 | X | Mid-Cap Blend |
| HFDRX | Hartford Schroders US MidCap Opps R3 | Owns companies we recommend for divestment | 4 | 2 | 1 | 4 | X | Mid-Cap Blend |
| HFDSX | Hartford Schroders US MidCap Opps R4 | Owns companies we recommend for divestment | 4 | 2 | 1 | 4 | X | Mid-Cap Blend |
| HFDTX | Hartford Schroders US MidCap Opps R5 | Owns companies we recommend for divestment | 4 | 2 | 1 | 4 | X | Mid-Cap Blend |
| HFDYX | Hartford Schroders US MidCap Opps Y | Owns companies we recommend for divestment | 4 | 2 | 1 | 4 | X | Mid-Cap Blend |
| 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 |
| HFGO | Hartford Large Cap Growth ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 4 | X | Large Growth |
| HFLGX | Hennessy Cornerstone Large Growth Inv | Owns companies we recommend for divestment | 3 | 2 | 5 | 2 | X | Mid-Cap Value |
| HFMCX | Hartford MidCap A | Owns companies we recommend for divestment | 2 | 2 | 1 | 4 | X | Mid-Cap Growth |
| HFMDX | Hennessy Cornerstone Mid Cap 30 Inv | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Small Blend |
| HFMIX | Hartford MidCap I | Owns companies we recommend for divestment | 2 | 2 | 1 | 4 | X | Mid-Cap Growth |
| HFMRX | Hartford MidCap R3 | Owns companies we recommend for divestment | 2 | 2 | 1 | 4 | X | Mid-Cap Growth |
| HFMSX | Hartford MidCap R4 | Owns companies we recommend for divestment | 2 | 2 | 1 | 4 | X | Mid-Cap Growth |
| HFMTX | Hartford MidCap R5 | Owns companies we recommend for divestment | 2 | 2 | 1 | 4 | X | Mid-Cap Growth |
| HFMVX | Hartford MidCap R6 | Owns companies we recommend for divestment | 2 | 2 | 1 | 4 | X | Mid-Cap Growth |
| HFQAX | Janus Henderson Global Equity Income A | Owns companies we recommend for divestment | 2 | 3 | 3 | 2 | X | Foreign Large Value |
| HFQCX | Janus Henderson Global Equity Income C | Owns companies we recommend for divestment | 2 | 3 | 3 | 2 | X | Foreign Large Value |
| HFQDX | Janus Henderson Global Equity Income D | Owns companies we recommend for divestment | 2 | 3 | 3 | 2 | X | Foreign Large Value |
| HFQIX | Janus Henderson Global Equity Income I | Owns companies we recommend for divestment | 2 | 3 | 3 | 2 | X | Foreign Large Value |
| HFQRX | Janus Henderson Global Equity Income N | Owns companies we recommend for divestment | 2 | 3 | 3 | 2 | X | Foreign Large Value |
| HFQSX | Janus Henderson Global Equity Income S | Owns companies we recommend for divestment | 2 | 3 | 3 | 2 | X | Foreign Large Value |
| HFQTX | Janus Henderson Global Equity Income T | Owns companies we recommend for divestment | 2 | 3 | 3 | 2 | X | Foreign Large Value |
| HFSFX | Hartford Schroders Intl Cntrrn Val F | Owns companies we recommend for divestment | 1 | 1 | 2 | 1 | X | Foreign Large Value |
| HFSIX | Hartford Schroders Intl Cntrrn Val I | Owns companies we recommend for divestment | 1 | 1 | 2 | 1 | X | Foreign Large Value |
| HFSSX | Hartford Schroders Intl Cntrrn Val SDR | Owns companies we recommend for divestment | 1 | 1 | 2 | 1 | X | Foreign Large Value |
| HFXI | NYLI FTSE International Eq Ccy Netrl ETF | Owns companies we recommend for divestment | 12 | 5 | 24 | 9 | X | Foreign Large Blend |
| HFYCX | Hartford Schroders Intl Multi-Cp Val C | Owns companies we recommend for divestment | 3 | 2 | 10 | 3 | X | Foreign Large Value |
| HFYFX | Hartford Schroders Intl Multi-Cp Val F | Owns companies we recommend for divestment | 3 | 2 | 10 | 3 | X | Foreign Large Value |
| HFYRX | Hartford Schroders Intl Multi-Cp Val R3 | Owns companies we recommend for divestment | 3 | 2 | 10 | 3 | X | Foreign Large Value |
| HFYSX | Hartford Schroders Intl Multi-Cp Val R4 | Owns companies we recommend for divestment | 3 | 2 | 10 | 3 | X | Foreign Large Value |
| HFYTX | Hartford Schroders Intl Multi-Cp Val R5 | Owns companies we recommend for divestment | 3 | 2 | 10 | 3 | X | Foreign Large Value |
| HFYYX | Hartford Schroders Intl Multi-Cp Val Y | Owns companies we recommend for divestment | 3 | 2 | 10 | 3 | X | Foreign Large Value |
| HGASX | Hennessy Gas Utility Institutional | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Utilities |
| 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 |
| 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 |
| HGICX | Hartford Core Equity C | Owns companies we recommend for divestment | 3 | 4 | 6 | 10 | X | Large Blend |
| HGIFX | Hartford Core Equity F | Owns companies we recommend for divestment | 3 | 4 | 6 | 10 | X | Large Blend |
| HGIIX | Hartford Core Equity I | Owns companies we recommend for divestment | 3 | 4 | 6 | 10 | X | Large Blend |
| HGIRX | Hartford Core Equity R3 | Owns companies we recommend for divestment | 3 | 4 | 6 | 10 | X | Large Blend |
| HGISX | Hartford Core Equity R4 | Owns companies we recommend for divestment | 3 | 4 | 6 | 10 | X | Large Blend |
| HGITX | Hartford Core Equity R5 | Owns companies we recommend for divestment | 3 | 4 | 6 | 10 | X | Large Blend |
| HGIYX | Hartford Core Equity Y | Owns companies we recommend for divestment | 3 | 4 | 6 | 10 | X | Large Blend |
| HGOAX | Hartford Growth Opportunities A | Owns companies we recommend for divestment | 2 | 3 | 4 | 5 | X | Large Growth |
| HGOCX | Hartford Growth Opportunities C | Owns companies we recommend for divestment | 2 | 3 | 4 | 5 | X | Large Growth |
| HGOFX | Hartford Growth Opportunities F | Owns companies we recommend for divestment | 2 | 3 | 4 | 5 | X | Large Growth |
| HGOIX | Hartford Growth Opportunities I | Owns companies we recommend for divestment | 2 | 3 | 4 | 5 | X | Large Growth |
| HGORX | Hartford Growth Opportunities R3 | Owns companies we recommend for divestment | 2 | 3 | 4 | 5 | X | Large Growth |
| HGOSX | Hartford Growth Opportunities R4 | Owns companies we recommend for divestment | 2 | 3 | 4 | 5 | X | Large Growth |
| HGOTX | Hartford Growth Opportunities R5 | Owns companies we recommend for divestment | 2 | 3 | 4 | 5 | X | Large Growth |
| HGOVX | Hartford Growth Opportunities R6 | Owns companies we recommend for divestment | 2 | 3 | 4 | 5 | X | Large Growth |
| HGOYX | Hartford Growth Opportunities Y | Owns companies we recommend for divestment | 2 | 3 | 4 | 5 | X | Large Growth |
| 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 |
| HHCAX | NexPoint Event Driven A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Event Driven |
| HHCCX | NexPoint Event Driven C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Event Driven |
| HHCZX | NexPoint Event Driven Z | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Event Driven |
| 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 |
| HHHCX | Hartford Schroders Emerging Mkts Eq C | Owns companies we recommend for divestment | 1 | 0 | 2 | 0 | X | Diversified Emerging Mkts |
| HHHFX | Hartford Schroders Emerging Mkts Eq F | Owns companies we recommend for divestment | 1 | 0 | 2 | 0 | X | Diversified Emerging Mkts |
| HHHRX | Hartford Schroders Emerging Mkts Eq R3 | Owns companies we recommend for divestment | 1 | 0 | 2 | 0 | X | Diversified Emerging Mkts |
| HHHSX | Hartford Schroders Emerging Mkts Eq R4 | Owns companies we recommend for divestment | 1 | 0 | 2 | 0 | X | Diversified Emerging Mkts |
| HHHTX | Hartford Schroders Emerging Mkts Eq R5 | Owns companies we recommend for divestment | 1 | 0 | 2 | 0 | X | Diversified Emerging Mkts |
| HHHYX | Hartford Schroders Emerging Mkts Eq Y | Owns companies we recommend for divestment | 1 | 0 | 2 | 0 | X | Diversified Emerging Mkts |
| HIACX | Hartford Capital Appreciation HLS IA | Owns companies we recommend for divestment | 8 | 7 | 13 | 11 | X | Large Blend |
| HIADX | Hartford Dividend and Growth HLS IA | Owns companies we recommend for divestment | 5 | 3 | 7 | 6 | X | Large Value |
| HIAGX | Hartford Disciplined Equity HLS IA | Owns companies we recommend for divestment | 3 | 4 | 6 | 10 | X | Large Blend |
| HIAHX | Hartford Healthcare HLS IA | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 1 | X | Health |
| HIAOX | Hartford International Opp HLS IA | Owns companies we recommend for divestment | 2 | 1 | 3 | 2 | X | Foreign Large Blend |
| 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 |
| HIBCX | Hartford Capital Appreciation HLS IB | Owns companies we recommend for divestment | 8 | 7 | 13 | 11 | X | Large Blend |
| HIBSX | Hartford Stock HLS IB | Owns companies we recommend for divestment | 3 | 2 | 3 | 6 | X | Large Blend |
| HICGX | Hennessy Cornerstone Growth Inst | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Small Blend |
| HICVX | Hennessy Cornerstone Value Inst | Owns companies we recommend for divestment | 3 | 2 | 6 | 5 | X | Large Value |
| HIDV | AB US High Dividend ETF | Owns companies we recommend for divestment | 1 | 8 | 9 | 8 | X | Large Value |
| HIEMX | Virtus SGA Emerging Markets Equity I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| HIGCX | Carillon Eagle Growth & Income C | Owns companies we recommend for divestment | 1 | 3 | 3 | 3 | X | Large Value |
| HIGJX | Carillon Eagle Growth & Income I | Owns companies we recommend for divestment | 1 | 3 | 3 | 3 | X | Large Value |
| HIGUX | Carillon Eagle Growth & Income R6 | Owns companies we recommend for divestment | 1 | 3 | 3 | 3 | X | Large Value |
| HIIDX | Harbor Diversified Intl All Cp Inv | Owns companies we recommend for divestment | 4 | 2 | 7 | 2 | X | Foreign Large Blend |
| HIINX | Harbor International Investor | Owns companies we recommend for divestment | 4 | 1 | 7 | 2 | X | Foreign Large Blend |
| HIISX | Harbor International Small Cap Investor | Owns companies we recommend for divestment | 1 | 1 | 2 | 0 | X | Foreign Small/Mid Value |
| 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 |
| HILFX | Hennessy Large Cap Financial Instl | Owns companies we recommend for divestment | 1 | 2 | 1 | 1 | X | Financial |
| HILGX | Hennessy Cornerstone Large Growth Instl | Owns companies we recommend for divestment | 3 | 2 | 5 | 2 | X | Mid-Cap 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 |
| HILVX | Harbor Large Cap Value Inv | Owns companies we recommend for divestment | 2 | 1 | 3 | 3 | X | Large Blend |
| HILYX | Hartford International Value Y | Owns companies we recommend for divestment | 1 | 0 | 3 | 1 | X | Foreign Large Value |
| HIMCX | Hartford MidCap HLS IA | Owns companies we recommend for divestment | 2 | 2 | 1 | 4 | X | Mid-Cap Growth |
| HIMDX | Hennessy Cornerstone Mid Cap 30 Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Small Blend |
| HIMGX | Harbor Disruptive Innovation Inv | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 4 | 5 | X | Large Growth |
| HIMVX | Harbor Mid Cap Value Investor | Owns companies we recommend for divestment | 4 | 8 | 5 | 5 | X | Mid-Cap Value |
| HIOCX | Hartford International Opportunities C | Owns companies we recommend for divestment | 2 | 1 | 3 | 2 | X | Foreign Large Blend |
| HIPS | GraniteShares HIPS US High Income ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Aggressive Allocation |
| HISCX | Hartford Small Cap Growth HLS IA | Owns companies we recommend for divestment | 1 | 2 | 1 | 3 | X | Small Growth |
| HISFX | Hennessy Small Cap Financial Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Financial |
| HISGX | Harbor Small Cap Growth Inv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| HISIX | Homestead International Equity | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Foreign Large Blend |
| HISVX | Harbor Small Cap Value Investor | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small 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 |
| 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 |
| HJPSX | Hennessy Japan Small Cap Investor | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Japan Stock |
| HJSIX | Hennessy Japan Small Cap Institutional | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Japan Stock |
| HKND | Humankind US Stock ETF | Owns companies we recommend for divestment | 4 | 19 | 15 | 20 | V | Large Value |
| HLAL | Wahed FTSE USA Shariah ETF | Owns companies we recommend for divestment | 3 | 5 | 9 | 7 | X | Large Blend |
| HLCTX | Harding Loevner Intl Carb Trans Eq Inst | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | V | Foreign Large Blend |
| HLEIX | JPMorgan Equity Index I | Owns companies we recommend for divestment | 18 | 20 | 28 | 26 | X | Large Blend |
| HLEMX | Harding Loevner Emerging Markets Advisor | 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 |
| HLFMX | Harding Loevner Frontier Emerg Mkts Inst | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| HLFNX | Hennessy Large Cap Financial Investor | Owns companies we recommend for divestment | 1 | 2 | 1 | 1 | X | Financial |
| HLFZX | Harding Loevner Frontier Emerg MktsInstZ | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| HLGE | Hartford Longevity Economy ETF | Owns companies we recommend for divestment | 7 | 18 | 15 | 14 | X | Mid-Cap Blend |
| HLGEX | JPMorgan Mid Cap Growth I | Owns companies we recommend for divestment | 3 | 0 | 1 | 3 | X | Mid-Cap Growth |
| HLGZX | Harding Loevner Global Equity Instl Z | Owns companies we recommend for divestment | 1 | 2 | 7 | 8 | X | Global Large-Stock Growth |
| HLHIX | Virtus KAR Health Sciences Inst | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Health |
| 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 |
| HLIEX | JPMorgan Equity Income I | Owns companies we recommend for divestment | 4 | 4 | 6 | 7 | X | Large Value |
| 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 |
| HLMCX | Harding Loevner Chinese Equity Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
| HLMEX | Harding Loevner Instl Emerg Mkts I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| HLMGX | Harding Loevner Global Equity Advisor | Owns companies we recommend for divestment | 1 | 2 | 7 | 8 | X | Global Large-Stock Growth |
| 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 |
| 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 |
| HLMOX | Harding Loevner Frontier Emerg Mkts Inv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| HLMRX | Harding Loevner Intl Small Coms Instl | 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 |
| HLMVX | Harding Loevner Global Equity Inst | Owns companies we recommend for divestment | 1 | 2 | 7 | 8 | X | Global Large-Stock Growth |
| HLPPX | LDR Real Estate Value Opportunity P | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| HLQVX | JPMorgan Large Cap Value I | Owns companies we recommend for divestment | 3 | 5 | 6 | 3 | X | Large Value |
| HLRRX | LDR Real Estate Value Opportunity Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| HLRZX | Harding Loevner Intl Small Coms Instl Z | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
| HLSCX | Hartford Disciplined Equity HLS IC | Owns companies we recommend for divestment | 3 | 4 | 6 | 10 | X | Large Blend |
| HLXCX | Harding Loevner Emer Mkt ex Chn Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| 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 |
| HMDCX | Hartford MidCap C | Owns companies we recommend for divestment | 2 | 2 | 1 | 4 | X | Mid-Cap Growth |
| HMDFX | Hartford MidCap F | Owns companies we recommend for divestment | 2 | 2 | 1 | 4 | X | Mid-Cap Growth |
| HMDYX | Hartford MidCap Y | Owns companies we recommend for divestment | 2 | 2 | 1 | 4 | X | Mid-Cap Growth |
| HMEAX | NexPoint Merger Arbitrage A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Event Driven |
| HMECX | NexPoint Merger Arbitrage C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Event Driven |
| HMEZX | NexPoint Merger Arbitrage Z | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Event Driven |
| HMSFX | Hennessy Midstream Investor | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Energy Limited Partnership |
| HMSIX | Hennessy Midstream Institutional | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Energy Limited Partnership |
| HMVAX | Hartford MidCap Value A | Owns companies we recommend for divestment | 1 | 3 | 3 | 3 | X | Mid-Cap Value |
| HMVCX | Hartford MidCap Value C | Owns companies we recommend for divestment | 1 | 3 | 3 | 3 | X | Mid-Cap Value |
| HMVFX | Hartford MidCap Value F | Owns companies we recommend for divestment | 1 | 3 | 3 | 3 | X | Mid-Cap Value |
| HMVJX | Hartford MidCap Value I | Owns companies we recommend for divestment | 1 | 3 | 3 | 3 | X | Mid-Cap Value |
| HMVRX | Hartford MidCap Value R3 | Owns companies we recommend for divestment | 1 | 3 | 3 | 3 | X | Mid-Cap Value |
| HMVSX | Hartford MidCap Value R4 | Owns companies we recommend for divestment | 1 | 3 | 3 | 3 | X | Mid-Cap Value |
| HMVTX | Hartford MidCap Value R5 | Owns companies we recommend for divestment | 1 | 3 | 3 | 3 | X | Mid-Cap Value |
| HMVUX | Hartford MidCap Value R6 | Owns companies we recommend for divestment | 1 | 3 | 3 | 3 | X | Mid-Cap Value |
| HMVYX | Hartford MidCap Value Y | Owns companies we recommend for divestment | 1 | 3 | 3 | 3 | X | Mid-Cap Value |
| HNACX | Harbor Capital Appreciation Retirement | Owns companies we recommend for divestment | 2 | 4 | 7 | 5 | X | Large Growth |
| HNASX | Homestead Growth | Owns companies we recommend for divestment | 1 | 2 | 5 | 4 | X | Large Growth |
| 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 |
| HNDDX | Horizon Equity Premium Income Investor | Owns companies we recommend for divestment | 10 | 15 | 21 | 16 | X | Derivative Income |
| HNDL | Strategy Shares Nasdaq 7 Handl™ ETF | Owns companies we recommend for divestment | 24 | 27 | 30 | 40 | X | Moderately Conservative Allocation |
| HNDRX | Horizon Defined Risk Investor | Owns companies we recommend for divestment | 18 | 20 | 28 | 26 | X | Equity Hedged |
| 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 |
| HNIDX | Harbor Diversified Intl All Cp Retire | Owns companies we recommend for divestment | 4 | 2 | 7 | 2 | X | Foreign Large Blend |
| HNINX | Harbor International Retirement | Owns companies we recommend for divestment | 4 | 1 | 7 | 2 | X | Foreign Large Blend |
| HNISX | Harbor International Small Cap Retire | Owns companies we recommend for divestment | 1 | 1 | 2 | 0 | X | Foreign Small/Mid Value |
| HNLVX | Harbor Large Cap Value Retirement | Owns companies we recommend for divestment | 2 | 1 | 3 | 3 | X | Large Blend |
| HNMDX | Heartland Mid Cap Value Institutional | Owns companies we recommend for divestment | 3 | 1 | 2 | 2 | X | Mid-Cap Value |
| HNMGX | Harbor Disruptive Innovation Retirement | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 4 | 5 | X | Large Growth |
| HNMVX | Harbor Mid Cap Value Retirement | Owns companies we recommend for divestment | 4 | 8 | 5 | 5 | X | Mid-Cap Value |
| HNRGX | Hennessy Energy Transition Investor | Owns companies we recommend for divestment | 2 | 0 | 3 | 0 | X | Equity Energy |
| HNRIX | Hennessy Energy Transition Instl | Owns companies we recommend for divestment | 2 | 0 | 3 | 0 | X | Equity Energy |
| HNSGX | Harbor Small Cap Growth Retirement | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| HNTVX | Heartland Value Institutional | Owns companies we recommend for divestment | 1 | 0 | 1 | 2 | X | Small Value |
| HNVIX | Heartland Value Plus Institutional | Owns companies we recommend for divestment | 2 | 1 | 0 | 2 | X | Small Value |
| HNVRX | Harbor Small Cap Value Retirement | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Blend |
| HOMPX | HW Opportunities MP | Owns companies we recommend for divestment | 1 | 3 | 3 | 3 | X | Mid-Cap Value |
| HOMZ | The Hoya Capital Housing ETF | Owns companies we recommend for divestment | 1 | 1 | 2 | 1 | X | Mid-Cap Value |
| HOOCX | Hartford Schroders US Small Cap Opps C | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Small Blend |
| HOOFX | Hartford Schroders US Small Cap Opps F | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Small Blend |
| HOORX | Hartford Schroders US Small Cap Opps R3 | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Small Blend |
| HOOSX | Hartford Schroders US Small Cap Opps R4 | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Small Blend |
| HOOTX | Hartford Schroders US Small Cap Opps R5 | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Small Blend |
| HOOYX | Hartford Schroders US Small Cap Opps Y | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Small Blend |
| HOVLX | Homestead Value | Owns companies we recommend for divestment | 2 | 2 | 5 | 5 | X | Large Value |
| HQGO | Hartford US Quality Growth ETF | Owns companies we recommend for divestment | 2 | 8 | 8 | 6 | X | Large Growth |
| HQIAX | Hartford Equity Income A | Owns companies we recommend for divestment | 4 | 3 | 6 | 5 | X | Large Value |
| HQICX | Hartford Equity Income C | Owns companies we recommend for divestment | 4 | 3 | 6 | 5 | X | Large Value |
| HQIFX | Hartford Equity Income F | Owns companies we recommend for divestment | 4 | 3 | 6 | 5 | X | Large Value |
| HQIIX | Hartford Equity Income I | Owns companies we recommend for divestment | 4 | 3 | 6 | 5 | X | Large Value |
| HQIRX | Hartford Equity Income R3 | Owns companies we recommend for divestment | 4 | 3 | 6 | 5 | X | Large Value |
| HQISX | Hartford Equity Income R4 | Owns companies we recommend for divestment | 4 | 3 | 6 | 5 | X | Large Value |
| HQITX | Hartford Equity Income R5 | Owns companies we recommend for divestment | 4 | 3 | 6 | 5 | X | Large Value |
| HQIVX | Hartford Equity Income R6 | Owns companies we recommend for divestment | 4 | 3 | 6 | 5 | X | Large Value |
| HQIYX | Hartford Equity Income Y | Owns companies we recommend for divestment | 4 | 3 | 6 | 5 | X | Large Value |
| HRAAX | Hartford Growth Allocation A | Owns companies we recommend for divestment | 36 | 29 | 51 | 35 | X | Moderately Aggressive Allocation |
| HRACX | Hartford Growth Allocation C | Owns companies we recommend for divestment | 36 | 29 | 51 | 35 | X | Moderately Aggressive Allocation |
| HRAFX | Hartford Growth Allocation F | Owns companies we recommend for divestment | 36 | 29 | 51 | 35 | X | Moderately Aggressive Allocation |
| HRAIX | Hartford Growth Allocation I | Owns companies we recommend for divestment | 36 | 29 | 51 | 35 | X | Moderately Aggressive Allocation |
| HRARX | Hartford Growth Allocation R3 | Owns companies we recommend for divestment | 36 | 29 | 51 | 35 | X | Moderately Aggressive Allocation |
| HRASX | Hartford Growth Allocation R4 | Owns companies we recommend for divestment | 36 | 29 | 51 | 35 | X | Moderately Aggressive Allocation |
| HRATX | Hartford Growth Allocation R5 | Owns companies we recommend for divestment | 36 | 29 | 51 | 35 | X | Moderately Aggressive Allocation |
| HRAUX | Carillon Eagle Mid Cap Growth R6 | Owns companies we recommend for divestment | 3 | 1 | 0 | 3 | X | Mid-Cap Growth |
| HRCAX | Harbor Capital Appreciation Admin | Owns companies we recommend for divestment | 2 | 4 | 7 | 5 | X | Large Growth |
| HRCCX | Carillon ClariVest Capital Apprec C | Owns companies we recommend for divestment | 3 | 5 | 9 | 8 | X | Large Growth |
| HRCIX | Carillon ClariVest Capital Apprec I | Owns companies we recommend for divestment | 3 | 5 | 9 | 8 | X | Large Growth |
| HRCPX | Carillon ClariVest Capital Apprec A | Owns companies we recommend for divestment | 3 | 5 | 9 | 8 | X | Large Growth |
| HRCUX | Carillon ClariVest Capital Apprec R6 | Owns companies we recommend for divestment | 3 | 5 | 9 | 8 | X | Large Growth |
| HRCVX | Carillon Eagle Growth & Income A | Owns companies we recommend for divestment | 1 | 3 | 3 | 3 | X | Large Value |
| HRIDX | Harbor Diversified Intl All Cp Admin | Owns companies we recommend for divestment | 4 | 2 | 7 | 2 | X | Foreign Large Blend |
| HRIIX | Hood River International Opportunity Inv | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Foreign Small/Mid Growth |
| HRINX | Harbor International Administrative | Owns companies we recommend for divestment | 4 | 1 | 7 | 2 | X | Foreign Large Blend |
| HRIOX | Hood River International Opp Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Foreign Small/Mid Growth |
| HRISX | Harbor International Small Cap Admin | Owns companies we recommend for divestment | 1 | 1 | 2 | 0 | X | Foreign Small/Mid Value |
| HRITX | Hood River International Opportunity Ret | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Foreign Small/Mid Growth |
| HRLAX | Hartford Real Asset A | Owns companies we recommend for divestment | 2 | 1 | 3 | 1 | X | Global Allocation |
| HRLCX | Hartford Real Asset C | Owns companies we recommend for divestment | 2 | 1 | 3 | 1 | X | Global Allocation |
| HRLFX | Hartford Real Asset F | Owns companies we recommend for divestment | 2 | 1 | 3 | 1 | X | Global Allocation |
| HRLIX | Hartford Real Asset I | Owns companies we recommend for divestment | 2 | 1 | 3 | 1 | X | Global Allocation |
| HRLRX | Hartford Real Asset R3 | Owns companies we recommend for divestment | 2 | 1 | 3 | 1 | X | Global Allocation |
| HRLSX | Hartford Real Asset R4 | Owns companies we recommend for divestment | 2 | 1 | 3 | 1 | X | Global Allocation |
| HRLTX | Hartford Real Asset R5 | Owns companies we recommend for divestment | 2 | 1 | 3 | 1 | X | Global Allocation |
| HRLVX | Harbor Large Cap Value Admin | Owns companies we recommend for divestment | 2 | 1 | 3 | 3 | X | Large Blend |
| HRLYX | Hartford Real Asset Y | Owns companies we recommend for divestment | 2 | 1 | 3 | 1 | X | Global Allocation |
| HRLZX | Hartford Real Asset R6 | Owns companies we recommend for divestment | 2 | 1 | 3 | 1 | X | Global Allocation |
| HRMDX | Heartland Mid Cap Value Investor | Owns companies we recommend for divestment | 3 | 1 | 2 | 2 | X | Mid-Cap Value |
| HRMGX | Harbor Disruptive Innovation Admin | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 4 | 5 | X | Large Growth |
| HRMVX | Harbor Mid Cap Value Admin | Owns companies we recommend for divestment | 4 | 8 | 5 | 5 | X | Mid-Cap Value |
| HRNIX | Hood River New Opportunities Investor | Owns companies we recommend for divestment | 1 | 2 | 0 | 1 | X | Mid-Cap Growth |
| HRNOX | Hood River New Opportunities Inst | Owns companies we recommend for divestment | 1 | 2 | 0 | 1 | X | Mid-Cap Growth |
| HRNRX | Hood River New Opportunities Retirement | Owns companies we recommend for divestment | 1 | 2 | 0 | 1 | X | Mid-Cap Growth |
| HRSCX | Carillon Eagle Small Cap Growth A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Small Growth |
| HRSGX | Harbor Small Cap Growth Admin | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| HRSIX | Hood River Small-Cap Growth Retirement | Owns companies we recommend for divestment | 2 | 2 | 1 | 3 | X | Small Growth |
| HRSMX | Hood River Small-Cap Growth Instl | Owns companies we recommend for divestment | 2 | 2 | 1 | 3 | X | Small Growth |
| HRSRX | Hood River Small-Cap Growth Investor | Owns companies we recommend for divestment | 2 | 2 | 1 | 3 | X | Small Growth |
| HRTS | Tema Obesity & Cardiometabolic ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Health |
| HRTVX | Heartland Value Investor | Owns companies we recommend for divestment | 1 | 0 | 1 | 2 | X | Small Value |
| HRVIX | Heartland Value Plus Investor | Owns companies we recommend for divestment | 2 | 1 | 0 | 2 | X | Small Value |
| HSCCX | Carillon Eagle Small Cap Growth C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Small Growth |
| HSCSX | Homestead Small Company Stock | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Small Blend |
| 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 |
| HSCYX | Hartford Small Company Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Small Growth |
| HSCZ | iShares Currency Hdgd MSCI EAFE SmCp ETF | Owns companies we recommend for divestment | 27 | 5 | 41 | 2 | X | Foreign Small/Mid Blend |
| HSDEX | Hartford Schroders Diversified EmMktsSDR | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 3 | 0 | X | Diversified Emerging Mkts |
| HSEIX | Hartford Small Cap Value I | Owns companies we recommend for divestment | 2 | 2 | 1 | 1 | X | Small Value |
| HSFNX | Hennessy Small Cap Financial Investor | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Financial |
| HSGFX | Hussman Strategic Market Cycle Fund | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 6 | 5 | X | Equity Hedged |
| 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 |
| 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 |
| HSIDX | Hartford Schroders Sust Intl Core SDR | Owns companies we recommend for divestment | 1 | 0 | 1 | 2 | V | Foreign Large Blend |
| HSIIX | Carillon Eagle Small Cap Growth I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Small Growth |
| HSISX | Hartford Schroders Sust Intl Core I | Owns companies we recommend for divestment | 1 | 0 | 1 | 2 | V | Foreign Large Blend |
| 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 |
| 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 |
| HSMAX | Hartford Small Cap Value A | Owns companies we recommend for divestment | 2 | 2 | 1 | 1 | X | Small Value |
| HSMBX | Horizon Multi-Factor Small/Mid Cap Adv | Owns companies we recommend for divestment | 2 | 5 | 1 | 5 | X | Small Blend |
| HSMCX | Hartford Small Company C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Small Growth |
| HSMFX | Hartford Small Cap Value F | Owns companies we recommend for divestment | 2 | 2 | 1 | 1 | X | Small Value |
| HSMNX | Horizon Multi-Factor Small/Mid Cap Inv | Owns companies we recommend for divestment | 2 | 5 | 1 | 5 | X | Small Blend |
| 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 |
| HSMV | First Trust Horizon Managed Vol S/M ETF | Owns companies we recommend for divestment | 2 | 1 | 1 | 4 | X | Small Blend |
| 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 |
| HSOAX | HSBC Radiant US Smaller Companies A | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 1 | 2 | V | 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 |
| HSPGX | Emerald Growth A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Small Growth |
| HSRUX | Carillon Eagle Small Cap Growth R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Small Growth |
| 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 |
| HSTAX | Hartford Stock HLS IA | Owns companies we recommend for divestment | 3 | 2 | 3 | 6 | X | Large Blend |
| 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 |
| 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 |
| HSVRX | Harbor Small Cap Value Admin | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small 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 |
| 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 |
| 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 |
| HSXAX | Hartford Schroders Diversified Em Mkts A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 3 | 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 | 3 | 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 | 3 | 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 | 3 | 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 | 3 | 0 | X | Diversified Emerging Mkts |
| 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 |
| HTCIX | Hennessy Technology Institutional | Owns companies we recommend for divestment | 2 | 3 | 5 | 5 | X | Technology |
| 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 |
| HTECX | Hennessy Technology Investor | Owns companies we recommend for divestment | 2 | 3 | 5 | 5 | X | Technology |
| HTSCX | Hartford Small Cap Value C | Owns companies we recommend for divestment | 2 | 2 | 1 | 1 | X | Small Value |
| HUDEX | Huber Large Cap Value Inst | Owns companies we recommend for divestment | 4 | 6 | 2 | 8 | X | Large Value |
| HUDIX | Huber Large Cap Value Inv | Owns companies we recommend for divestment | 4 | 6 | 2 | 8 | X | Large Value |
| 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 |
| HUMDX | Huber Mid Cap Value Inv | Owns companies we recommend for divestment | 4 | 2 | 1 | 5 | X | Small Value |
| HUMEX | Huber Mid Cap Value Instl | Owns companies we recommend for divestment | 4 | 2 | 1 | 5 | X | Small 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 |
| HUSV | First Trust Hrzn MgdVolatil Domestic ETF | Owns companies we recommend for divestment | 6 | 5 | 7 | 8 | X | Large Value |
| HVEIX | HVIA Equity Institutional | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 4 | 5 | X | Large Blend |
| HWAAX | Hotchkis & Wiley Value Opps A | Owns companies we recommend for divestment | 1 | 4 | 4 | 4 | X | Mid-Cap Value |
| HWACX | Hotchkis & Wiley Value Opps C | Owns companies we recommend for divestment | 1 | 4 | 4 | 4 | X | Mid-Cap Value |
| HWAIX | Hotchkis & Wiley Value Opps Instl | Owns companies we recommend for divestment | 1 | 4 | 4 | 4 | X | Mid-Cap Value |
| HWAY | Themes US Infrastructure ETF | Owns companies we recommend for divestment | 2 | 0 | 3 | 2 | X | Infrastructure |
| HWAZX | Hotchkis & Wiley Value Opps Z | Owns companies we recommend for divestment | 1 | 4 | 4 | 4 | X | Mid-Cap Value |
| HWCAX | Hotchkis & Wiley Disciplined Value A | Owns companies we recommend for divestment | 4 | 3 | 7 | 6 | X | Large Value |
| HWCIX | Hotchkis & Wiley Disciplined Value I | Owns companies we recommend for divestment | 4 | 3 | 7 | 6 | X | Large Value |
| HWGAX | Hotchkis & Wiley Global Value A | Owns companies we recommend for divestment | 2 | 2 | 5 | 3 | X | Global Large-Stock Value |
| HWGIX | Hotchkis & Wiley Global Value I | Owns companies we recommend for divestment | 2 | 2 | 5 | 3 | X | Global Large-Stock Value |
| HWLAX | Hotchkis & Wiley Large Cap Fdml Value A | Owns companies we recommend for divestment | 2 | 3 | 4 | 4 | X | Large Value |
| HWLIX | Hotchkis & Wiley Large Cap Fdml Value I | Owns companies we recommend for divestment | 2 | 3 | 4 | 4 | X | Large Value |
| HWLZX | Hotchkis & Wiley Large Cap Fdml Value Z | Owns companies we recommend for divestment | 2 | 3 | 4 | 4 | X | Large 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 |
| HWMZX | Hotchkis & Wiley Mid Cap Value Z | Owns companies we recommend for divestment | 1 | 2 | 1 | 2 | X | Mid-Cap Value |
| HWNIX | Hotchkis & Wiley International Value I | Owns companies we recommend for divestment | 2 | 1 | 3 | 3 | X | Foreign Large Value |
| 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 |
| 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 |
| 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 |
| HYDR | Global X Hydrogen ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | V | Miscellaneous Sector |
| HYIN | WisdomTree Alternative Income Fund | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Nontraditional Bond |
| IAAAX | Transamerica Asset Allocation Growth A | Owns companies we recommend for divestment | 24 | 18 | 42 | 30 | X | Aggressive Allocation |
| 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 |
| IAALX | Transamerica Asset Allocation Growth C | Owns companies we recommend for divestment | 24 | 18 | 42 | 30 | X | Aggressive Allocation |
| IACIX | VY® American Century Sm-Mid Cp Val I | Owns companies we recommend for divestment | 2 | 1 | 3 | 2 | X | Mid-Cap Value |
| IAFEX | Fisher IIG All Frgn Eq Env & Scl Val | Owns companies we recommend for divestment | 1 | 1 | 3 | 0 | V | Foreign Large Growth |
| IAFLX | F/m Investments Large Cap Focused Inst | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 4 | X | Large Growth |
| IAFMX | F/m Investments Large Cap Focused Inv | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 4 | X | Large Growth |
| IAGAX | Voya Solution Moderately Agrsv Port A | Owns companies we recommend for divestment | 49 | 45 | 80 | 58 | X | Moderately Aggressive Allocation |
| IAGIX | Voya Solution Moderately Agrsv Port I | Owns companies we recommend for divestment | 49 | 45 | 80 | 58 | X | Moderately Aggressive Allocation |
| IAGSX | Voya Solution Moderately Agrsv Port S | Owns companies we recommend for divestment | 49 | 45 | 80 | 58 | X | Moderately Aggressive Allocation |
| IAGTX | Voya Solution Moderately Agrsv Port S2 | Owns companies we recommend for divestment | 49 | 45 | 80 | 58 | X | Moderately Aggressive Allocation |
| IAI | iShares US Broker-Dealers&Secs Exchs ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Financial |
| IAK | iShares US Insurance ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Financial |
| IALAX | Transamerica Capital Growth A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Large Growth |
| IAMOX | Voya MidCap Opportunities Port A | Owns companies we recommend for divestment | 2 | 1 | 1 | 2 | X | Mid-Cap Growth |
| 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 |
| IARFX | Invesco Real Estate R6 | 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 |
| IARRX | Invesco Real Estate R | 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 |
| IASAX | VY® American Century Sm-Mid Cp Val A | Owns companies we recommend for divestment | 2 | 1 | 3 | 2 | X | Mid-Cap Value |
| IASCX | Voya Small Company Port A | Owns companies we recommend for divestment | 3 | 3 | 1 | 3 | X | Small Blend |
| IASMX | Guinness Atkinson Asia Focus | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Pacific/Asia ex-Japan Stk |
| IASPX | Voya Solution 2055 Port ADV | Owns companies we recommend for divestment | 75 | 51 | 127 | 60 | X | Target-Date 2055 |
| IASRX | Macquarie Asset Strategy Fund Cl R | Owns companies we recommend for divestment | 2 | 2 | 5 | 6 | X | Global Allocation |
| IASSX | VY® American Century Sm-Mid Cp Val S | Owns companies we recommend for divestment | 2 | 1 | 3 | 2 | X | Mid-Cap Value |
| IASTX | Macquarie Asset Strategy Fund Cl R6 | Owns companies we recommend for divestment | 2 | 2 | 5 | 6 | X | Global Allocation |
| IAT | iShares US Regional Banks ETF | Owns companies we recommend for divestment | 2 | 5 | 0 | 5 | X | Financial |
| IAUTX | Invesco Dividend Income A | Owns companies we recommend for divestment | 3 | 3 | 5 | 6 | X | Large Value |
| IAUYX | Invesco Dividend Income Y | Owns companies we recommend for divestment | 3 | 3 | 5 | 6 | X | Large Value |
| IAVAX | Voya Solution Aggressive A | Owns companies we recommend for divestment | 49 | 45 | 80 | 58 | X | Aggressive Allocation |
| IAVGX | Voya Growth and Income Port A | Owns companies we recommend for divestment | 2 | 2 | 4 | 6 | X | Large Blend |
| IAVIX | Voya Solution Aggressive I | Owns companies we recommend for divestment | 49 | 45 | 80 | 58 | X | Aggressive Allocation |
| IAVSX | Voya Solution Aggressive S | Owns companies we recommend for divestment | 49 | 45 | 80 | 58 | X | Aggressive Allocation |
| IAVTX | Voya Solution Aggressive S2 | Owns companies we recommend for divestment | 49 | 45 | 80 | 58 | X | Aggressive Allocation |
| IAXAX | VY® T. Rowe Price Divers Mid Cap Gr A | Owns companies we recommend for divestment | 5 | 3 | 3 | 6 | X | Mid-Cap Growth |
| IAXIX | VY® T. Rowe Price Divers Mid Cap Gr I | Owns companies we recommend for divestment | 5 | 3 | 3 | 6 | X | Mid-Cap Growth |
| IAXSX | VY® T. Rowe Price Divers Mid Cap Gr S | Owns companies we recommend for divestment | 5 | 3 | 3 | 6 | X | Mid-Cap Growth |
| IAXTX | VY® T. Rowe Price Divers Mid Cap Gr S2 | Owns companies we recommend for divestment | 5 | 3 | 3 | 6 | X | Mid-Cap Growth |
| IBALX | Transamerica Multi-Managed Balanced A | Owns companies we recommend for divestment | 5 | 8 | 12 | 13 | X | Moderate Allocation |
| IBARX | Macquarie Balanced Fund Class R6 | Owns companies we recommend for divestment | 2 | 3 | 5 | 8 | X | Moderate Allocation |
| 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 |
| IBB | iShares Biotechnology ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Health |
| IBBQ | Invesco Nasdaq Biotechnology ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Health |
| IBCGX | VY® Baron Growth S2 | 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 |
| IBLC | iShares Blockchain and Tech ETF | Owns companies we recommend for divestment | 0 | 0 | 2 | 1 | X | Digital Assets |
| IBLLX | Transamerica Multi-Managed Balanced C | Owns companies we recommend for divestment | 5 | 8 | 12 | 13 | X | Moderate Allocation |
| IBNAX | Macquarie Balanced Fund Class A | Owns companies we recommend for divestment | 2 | 3 | 5 | 8 | X | Moderate Allocation |
| IBNCX | Macquarie Balanced Fund Class C | Owns companies we recommend for divestment | 2 | 3 | 5 | 8 | X | Moderate Allocation |
| IBNYX | Macquarie Balanced Fund Class Y | Owns companies we recommend for divestment | 2 | 3 | 5 | 8 | X | Moderate Allocation |
| IBOT | VanEck Robotics ETF | Owns companies we recommend for divestment | 1 | 0 | 3 | 1 | X | Technology |
| IBRN | iShares Neuroscience and Healthcare ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Health |
| IBSAX | VY® Baron Growth A | 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 |
| IBUY | Amplify Online Retail ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 6 | 1 | X | Consumer Cyclical |
| ICAFX | American Funds Invmt Co of Amer F2 | Owns companies we recommend for divestment | 9 | 7 | 16 | 14 | X | Large Blend |
| ICAP | InfraCap Equity Income ETF | Owns companies we recommend for divestment | 5 | 4 | 9 | 5 | X | Mid-Cap Value |
| ICBAX | ICON Natural Resources and Infras Inv | Owns companies we recommend for divestment | 2 | 1 | 2 | 1 | X | Natural Resources |
| ICBMX | ICON Natural Resources and Infras Instl | Owns companies we recommend for divestment | 2 | 1 | 2 | 1 | X | Natural Resources |
| ICEIX | Macquarie International Core Eq I | Owns companies we recommend for divestment | 4 | 1 | 3 | 3 | 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 |
| ICEQX | Macquarie Core Equity Fund Class R6 | Owns companies we recommend for divestment | 2 | 3 | 4 | 7 | X | Large Blend |
| ICERX | NYLI Epoch International Chc SIMPLE Cl | 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 |
| 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 |
| ICF | iShares Cohen & Steers REIT ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| ICFAX | ICON Consumer Select Investor | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Financial |
| ICFSX | ICON Consumer Select Institutional | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Financial |
| ICHKX | Guinness Atkinson China & Hong Kong | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
| ICIEX | Macquarie Core Equity Fund Class I | Owns companies we recommend for divestment | 2 | 3 | 4 | 7 | X | Large Blend |
| 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 |
| 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 |
| ICMBX | Intrepid Capital Investor | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 3 | X | Moderate Allocation |
| 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 |
| ICMVX | Intrepid Capital Institutional | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 3 | X | Moderate Allocation |
| ICOP | iShares Copper and Metals Mining ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Natural Resources |
| ICOW | Pacer Dev Mkts Intl Csh Cows 100 ETF | Owns companies we recommend for divestment | 2 | 2 | 6 | 1 | X | Foreign Large Value |
| 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 |
| ICRNX | VY® CBRE Global Real Estate A | 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 |
| 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 |
| ICSCX | William Blair Small Cap Value I | Owns companies we recommend for divestment | 1 | 1 | 1 | 2 | X | Small Value |
| ICSFX | Invesco Comstock R6 | Owns companies we recommend for divestment | 5 | 3 | 8 | 4 | X | Large 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 |
| ICTEX | ICON Health and Information Tech Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 3 | 2 | X | Technology |
| ICTTX | ICON Health and Information Tech Inv | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 3 | 2 | X | Technology |
| 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 |
| 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 |
| ICWIX | Integrity Mid-North American Resources I | Owns companies we recommend for divestment | 1 | 0 | 3 | 0 | X | Equity Energy |
| IDAT | iShares Future Cloud 5G and Tech ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Technology |
| IDEV | iShares Core MSCI Intl Dev Mkts ETF | Owns companies we recommend for divestment | 30 | 13 | 47 | 13 | X | Foreign Large Blend |
| IDGT | iShares U.S. Digital Infras & RE ETF | Owns companies we recommend for divestment | 1 | 1 | 2 | 1 | X | Technology |
| 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 |
| IDHQ | Invesco S&P International Dev Qual ETF | Owns companies we recommend for divestment | 3 | 1 | 7 | 3 | X | Foreign Large Growth |
| IDIVX | Integrity Dividend Harvest A | Owns companies we recommend for divestment | 2 | 2 | 3 | 2 | X | Large Value |
| IDLV | Invesco S&P Intl Dev Low Vol ETF | Owns companies we recommend for divestment | 2 | 2 | 2 | 3 | X | Foreign Large Blend |
| IDMO | Invesco S&P International Dev Momt ETF | Owns companies we recommend for divestment | 6 | 3 | 8 | 3 | X | Foreign Large Blend |
| IDNA | iShares Genomics Immnlgy & Hlthcr ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | 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 |
| 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 |
| IDU | iShares US Utilities ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Utilities |
| 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 |
| IDVO | Amplify CWP International Enh Div IncETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 1 | X | Foreign Large Blend |
| 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 |
| IDVZ | Opal International Div Inc ETF | Owns companies we recommend for divestment | 1 | 1 | 1 | 1 | X | Foreign Large Value |
| IDX | VanEck Indonesia ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Miscellaneous Region |
| IDXFX | Voya Index Solution 2030 Port ADV | Owns companies we recommend for divestment | 46 | 44 | 75 | 57 | X | Target-Date 2030 |
| IDXGX | Voya Index Solution 2030 Port I | Owns companies we recommend for divestment | 46 | 44 | 75 | 57 | X | Target-Date 2030 |
| IDXHX | Voya Index Solution 2030 Port S | Owns companies we recommend for divestment | 46 | 44 | 75 | 57 | X | Target-Date 2030 |
| IDXIX | Voya Index Solution 2030 Port S2 | Owns companies we recommend for divestment | 46 | 44 | 75 | 57 | X | Target-Date 2030 |
| IDXKX | Voya Index Solution 2040 Port ADV | Owns companies we recommend for divestment | 46 | 44 | 75 | 57 | X | Target-Date 2040 |
| IDXLX | Voya Index Solution 2040 Port I | Owns companies we recommend for divestment | 46 | 44 | 75 | 57 | X | Target-Date 2040 |
| IDXMX | Voya Index Solution 2040 Port S | Owns companies we recommend for divestment | 46 | 44 | 75 | 57 | X | Target-Date 2040 |
| IDXNX | Voya Index Solution 2040 Port S2 | Owns companies we recommend for divestment | 46 | 44 | 75 | 57 | X | Target-Date 2040 |
| IDXPX | Voya Index Solution 2050 Port ADV | Owns companies we recommend for divestment | 46 | 44 | 75 | 57 | X | Target-Date 2050 |
| IDXQX | Voya Index Solution 2050 Port I | Owns companies we recommend for divestment | 46 | 44 | 75 | 57 | X | Target-Date 2050 |
| IDXRX | Voya Index Solution 2050 Port S | Owns companies we recommend for divestment | 46 | 44 | 75 | 57 | X | Target-Date 2050 |
| IDXSX | Voya Index Solution 2050 Port S2 | Owns companies we recommend for divestment | 46 | 44 | 75 | 57 | X | Target-Date 2050 |
| IEAIX | Lazard International Equity Advtg Instl | Owns companies we recommend for divestment | 4 | 3 | 8 | 3 | X | Foreign Large Blend |
| IEAOX | Lazard International Equity Advtg Open | Owns companies we recommend for divestment | 4 | 3 | 8 | 3 | X | Foreign Large Blend |
| IEDAX | Voya Large Cap Value A | Owns companies we recommend for divestment | 2 | 0 | 2 | 4 | X | Large Value |
| IEDCX | Voya Large Cap Value C | Owns companies we recommend for divestment | 2 | 0 | 2 | 4 | X | Large Value |
| IEDI | iShares U.S. Consumer Focused ETF | Owns companies we recommend for divestment | 1 | 10 | 8 | 2 | X | Consumer Cyclical |
| IEDIX | Voya Large Cap Value I | Owns companies we recommend for divestment | 2 | 0 | 2 | 4 | X | Large Value |
| IEDRX | Voya Large Cap Value R | Owns companies we recommend for divestment | 2 | 0 | 2 | 4 | X | Large Value |
| IEDZX | Voya Large Cap Value R6 | Owns companies we recommend for divestment | 2 | 0 | 2 | 4 | X | Large Value |
| IEFA | iShares Core MSCI EAFE ETF | Owns companies we recommend for divestment | 40 | 11 | 66 | 12 | X | Foreign Large Blend |
| IEFCX | Invesco Energy C | Owns companies we recommend for divestment | 1 | 0 | 2 | 0 | X | Equity Energy |
| 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 |
| IEGFX | Invesco EQV Intl Small Company R6 | Owns companies we recommend for divestment | 1 | 1 | 1 | 0 | X | Foreign Small/Mid Blend |
| IEGIX | Invesco EQV Intl Small Company R5 | Owns companies we recommend for divestment | 1 | 1 | 1 | 0 | X | Foreign Small/Mid Blend |
| IEGYX | Invesco EQV Intl Small Company Y | Owns companies we recommend for divestment | 1 | 1 | 1 | 0 | X | Foreign Small/Mid Blend |
| IEIFX | Invesco Equity and Income R6 | Owns companies we recommend for divestment | 4 | 5 | 9 | 8 | X | Moderate Allocation |
| IEMFX | T. Rowe Price Instl Emerging Mkts Eq | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| IEMG | iShares Core MSCI Emerging Markets ETF | Owns companies we recommend for divestment | 2 | 0 | 13 | 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 |
| 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 |
| 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 |
| IENAX | Invesco Energy A | 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 |
| IENRX | Macquarie Climate Solutions R6 | Owns companies we recommend for divestment | 1 | 1 | 3 | 1 | V | Global Small/Mid Stock |
| 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 |
| IEO | iShares US Oil & Gas Explor & Prod ETF | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Equity Energy |
| IEOHX | Voya Large Cap Growth Port I | Owns companies we recommend for divestment | 1 | 4 | 4 | 5 | X | Large Growth |
| IEOPX | Voya Large Cap Growth Port A | Owns companies we recommend for divestment | 1 | 4 | 4 | 5 | X | Large Growth |
| IEOSX | Voya Large Cap Growth Port S | Owns companies we recommend for divestment | 1 | 4 | 4 | 5 | X | Large Growth |
| IEOTX | Voya Large Cap Growth Port S2 | Owns companies we recommend for divestment | 1 | 4 | 4 | 5 | X | Large Growth |
| IEQAX | ICON Equity Income Investor | Owns companies we recommend for divestment | 1 | 1 | 2 | 1 | X | Aggressive Allocation |
| IESGX | Sit ESG Growth I | Owns companies we recommend for divestment | 2 | 1 | 5 | 6 | V | Global Large-Stock Blend |
| IETC | iShares U.S. Tech Independence Fcs ETF | Owns companies we recommend for divestment | 6 | 3 | 10 | 15 | X | Technology |
| IEUR | iShares Core MSCI Europe ETF | Owns companies we recommend for divestment | 11 | 7 | 17 | 6 | X | Europe Stock |
| IEUS | iShares MSCI Europe Small-Cap ETF | Owns companies we recommend for divestment | 4 | 2 | 8 | 0 | X | Europe Stock |
| IEV | iShares Europe ETF | Owns companies we recommend for divestment | 7 | 5 | 13 | 6 | X | Europe Stock |
| IEVAX | Columbia Global Value A | Owns companies we recommend for divestment | 2 | 2 | 5 | 4 | X | Global Large-Stock Value |
| 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 |
| IEYYX | Macquarie Climate Solutions Y | Owns companies we recommend for divestment | 1 | 1 | 3 | 1 | V | Global Small/Mid Stock |
| IEZ | iShares US Oil Equipment & Services ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Energy |
| IFACX | American Funds Income Fund of Amer C | Owns companies we recommend for divestment | 10 | 8 | 11 | 9 | X | Moderately Aggressive Allocation |
| IFAFX | American Funds Income Fund of Amer F1 | Owns companies we recommend for divestment | 10 | 8 | 11 | 9 | X | Moderately Aggressive Allocation |
| 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 |
| 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 |
| IFRA | iShares US Infrastructure ETF | Owns companies we recommend for divestment | 1 | 0 | 2 | 1 | X | Infrastructure |
| IFTAX | Voya International High Div Low Vol A | Owns companies we recommend for divestment | 5 | 1 | 6 | 4 | X | Foreign Large Value |
| IFTIX | Voya International High Div Low Vol I | Owns companies we recommend for divestment | 5 | 1 | 6 | 4 | X | Foreign Large Value |
| IFTSX | Voya International High Div Low Vol S | Owns companies we recommend for divestment | 5 | 1 | 6 | 4 | X | Foreign Large Value |
| IFUTX | Invesco Dividend Income R6 | Owns companies we recommend for divestment | 3 | 3 | 5 | 6 | X | Large Value |
| IFV | First Trust Dorsey Wright Intl Foc 5 | Owns companies we recommend for divestment | 3 | 1 | 7 | 5 | X | Foreign Large Blend |
| IGAAX | American Funds Intl Gr and Inc A | Owns companies we recommend for divestment | 6 | 3 | 9 | 6 | X | Foreign Large Blend |
| IGAIX | American Funds Intl Gr and Inc F3 | Owns companies we recommend for divestment | 6 | 3 | 9 | 6 | X | Foreign Large Blend |
| IGCRX | Invesco Greater China R | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
| IGE | iShares North American Natural Res ETF | Owns companies we recommend for divestment | 2 | 0 | 3 | 0 | X | Natural Resources |
| IGEAX | VY® T. Rowe Price Growth Equity A | Owns companies we recommend for divestment | 2 | 2 | 6 | 7 | X | Large Growth |
| IGF | iShares Global Infrastructure ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Infrastructure |
| IGFAX | VY® Morgan Stanley Global Franchise A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 6 | X | Global Large-Stock Blend |
| IGFFX | American Funds Intl Gr and Inc F2 | Owns companies we recommend for divestment | 6 | 3 | 9 | 6 | X | Foreign Large Blend |
| IGFRX | Invesco EQV International Equity R6 | Owns companies we recommend for divestment | 1 | 1 | 3 | 2 | X | Foreign Large Growth |
| IGFSX | VY® Morgan Stanley Global Franchise S2 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 6 | X | Global Large-Stock Blend |
| IGHAX | Voya Global High Dividend Low Vol Port A | Owns companies we recommend for divestment | 7 | 3 | 10 | 7 | X | Global Large-Stock Value |
| IGHSX | Voya Global High Dividend Low Vol Port S | Owns companies we recommend for divestment | 7 | 3 | 10 | 7 | X | Global Large-Stock Value |
| IGIAX | Integrity Growth & Income Fund A | Owns companies we recommend for divestment | 1 | 2 | 2 | 4 | V | Large Blend |
| IGICX | American Funds Intl Gr and Inc C | Owns companies we recommend for divestment | 6 | 3 | 9 | 6 | X | Foreign Large Blend |
| IGIFX | American Funds Intl Gr and Inc F1 | Owns companies we recommend for divestment | 6 | 3 | 9 | 6 | X | Foreign Large Blend |
| IGIIX | Macquarie Global Growth Fund Class I | Owns companies we recommend for divestment | 2 | 2 | 5 | 6 | X | Global Large-Stock Growth |
| IGISX | Voya Growth and Income Port S2 | Owns companies we recommend for divestment | 2 | 2 | 4 | 6 | X | Large Blend |
| IGIUX | Integrity Growth & Income Fund C | Owns companies we recommend for divestment | 1 | 2 | 2 | 4 | V | Large Blend |
| IGIVX | Integrity Growth & Income Fund I | Owns companies we recommend for divestment | 1 | 2 | 2 | 4 | V | Large Blend |
| IGLGX | Columbia Select Global Equity A | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 5 | X | Global Large-Stock Growth |
| IGM | iShares Expanded Tech Sector ETF | Owns companies we recommend for divestment | 3 | 3 | 12 | 11 | X | Technology |
| 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 |
| 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 |
| IGNYX | Macquarie Natural Resources Y | Owns companies we recommend for divestment | 1 | 0 | 2 | 0 | X | Natural Resources |
| IGOWX | Voya Large-Cap Growth W | Owns companies we recommend for divestment | 1 | 4 | 4 | 5 | X | Large Growth |
| IGPT | Invesco AI and Next Gen Software ETF | Owns companies we recommend for divestment | 1 | 1 | 3 | 1 | X | Technology |
| IGREX | Invesco Global Real Estate R5 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| IGRFX | Macquarie Mid Cap Growth R6 | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Mid-Cap Growth |
| IGRO | iShares International Dividend Gr ETF | Owns companies we recommend for divestment | 1 | 2 | 5 | 2 | X | Foreign Large Blend |
| 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 |
| IGTR | Innovator Gradient Tactical Rot Str ETF | Owns companies we recommend for divestment | 18 | 20 | 28 | 26 | X | Global Large-Stock Blend |
| IGV | iShares Expanded Tech-Software Sect ETF | Owns companies we recommend for divestment | 1 | 1 | 1 | 3 | X | Technology |
| IGVWX | Voya Global High Dividend Low Vol W | Owns companies we recommend for divestment | 7 | 3 | 10 | 7 | X | Global Large-Stock Value |
| IGWRX | Transamerica Asset Allocation Growth R | Owns companies we recommend for divestment | 24 | 18 | 42 | 30 | X | Aggressive Allocation |
| IHAK | iShares Cybersecurity and Tech ETF | Owns companies we recommend for divestment | 2 | 0 | 0 | 3 | X | Technology |
| IHDG | WisdomTree Intl Hdgd Qual Div Gr ETF | Owns companies we recommend for divestment | 1 | 0 | 4 | 2 | X | Foreign Large Growth |
| IHE | iShares US Pharmaceuticals ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Health |
| IHF | iShares US Healthcare Providers ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 0 | X | Health |
| IHGIX | Hartford Dividend and Growth A | Owns companies we recommend for divestment | 5 | 3 | 7 | 6 | X | Large Value |
| IHI | iShares US Medical Devices ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Health |
| IHOAX | Hartford International Opportunities A | 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 |
| IHSAX | Hartford Small Company A | 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 |
| 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 |
| IICAX | AMF Large Cap Equity AMF | Owns companies we recommend for divestment | 1 | 5 | 5 | 4 | X | Large Blend |
| IICHX | AMF Large Cap Equity H | Owns companies we recommend for divestment | 1 | 5 | 5 | 4 | X | Large Blend |
| IIGCX | VanEck International Investors Gold C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Precious Metals |
| IIGIX | Voya Multi-Manager International Eq I | Owns companies we recommend for divestment | 2 | 1 | 3 | 4 | X | Foreign Large Blend |
| IIGZX | Voya Global High Dividend Low Vol Port I | Owns companies we recommend for divestment | 7 | 3 | 10 | 7 | X | Global Large-Stock Value |
| IIIAX | Voya International Index Port A | Owns companies we recommend for divestment | 13 | 6 | 26 | 10 | X | Foreign Large Blend |
| IIIIX | Voya International Index Port I | Owns companies we recommend for divestment | 13 | 6 | 26 | 10 | X | Foreign Large Blend |
| IILGX | Thrivent Global Stock S | Owns companies we recommend for divestment | 16 | 17 | 32 | 28 | X | Global Large-Stock Blend |
| IIMOX | Voya MidCap Opportunities Port I | Owns companies we recommend for divestment | 2 | 1 | 1 | 2 | X | Mid-Cap Growth |
| IINCX | Macquarie International Core Eq R6 | Owns companies we recommend for divestment | 4 | 1 | 3 | 3 | X | Foreign Large Blend |
| IIRGX | Voya Retirement Growth Port I | Owns companies we recommend for divestment | 44 | 44 | 68 | 57 | X | Moderately Aggressive Allocation |
| IIRLX | Voya Russell Large Cap Index Port I | Owns companies we recommend for divestment | 10 | 12 | 22 | 17 | X | Large Blend |
| IIRMX | Voya Russell Mid Cap Index Port I | Owns companies we recommend for divestment | 13 | 16 | 12 | 21 | X | Mid-Cap Blend |
| IIRSX | Voya Russell Small Cap Index Port I | Owns companies we recommend for divestment | 8 | 10 | 8 | 9 | X | Small Blend |
| IISAX | Voya Index Solution 2055 Port ADV | Owns companies we recommend for divestment | 46 | 44 | 75 | 57 | X | Target-Date 2055 |
| IISNX | Voya Index Solution 2055 Port I | Owns companies we recommend for divestment | 46 | 44 | 75 | 57 | X | Target-Date 2055 |
| IISPX | Voya Solution 2055 Port I | Owns companies we recommend for divestment | 75 | 51 | 127 | 60 | X | Target-Date 2055 |
| IISSX | Voya Index Solution 2055 Port S | Owns companies we recommend for divestment | 46 | 44 | 75 | 57 | X | Target-Date 2055 |
| IISTX | Voya Index Solution 2055 Port S2 | Owns companies we recommend for divestment | 46 | 44 | 75 | 57 | X | Target-Date 2055 |
| IIVAX | Transamerica Small/Mid Cap Value A | Owns companies we recommend for divestment | 5 | 2 | 5 | 7 | X | Mid-Cap Value |
| IIVGX | Voya Growth and Income Port I | Owns companies we recommend for divestment | 2 | 2 | 4 | 6 | X | Large Blend |
| IIVLX | Transamerica Small/Mid Cap Value C | Owns companies we recommend for divestment | 5 | 2 | 5 | 7 | X | Mid-Cap Value |
| 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 |
| IJH | iShares Core S&P Mid-Cap ETF | Owns companies we recommend for divestment | 4 | 8 | 6 | 10 | X | Mid-Cap Blend |
| IJJ | iShares S&P Mid-Cap 400 Value ETF | Owns companies we recommend for divestment | 4 | 7 | 5 | 9 | X | Mid-Cap Value |
| IJK | iShares S&P Mid-Cap 400 Growth ETF | Owns companies we recommend for divestment | 2 | 4 | 2 | 6 | X | Mid-Cap Growth |
| IJMAX | VY® JPMorgan Mid Cap Value A | Owns companies we recommend for divestment | 3 | 3 | 2 | 3 | X | Mid-Cap Value |
| IJMIX | VY® JPMorgan Mid Cap Value I | Owns companies we recommend for divestment | 3 | 3 | 2 | 3 | X | Mid-Cap Value |
| IJMSX | VY® JPMorgan Mid Cap Value S | Owns companies we recommend for divestment | 3 | 3 | 2 | 3 | X | Mid-Cap Value |
| 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 |
| IJPMX | VY® JPMorgan Mid Cap Value S2 | Owns companies we recommend for divestment | 3 | 3 | 2 | 3 | X | Mid-Cap Value |
| 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 |
| IJR | iShares Core S&P Small-Cap ETF | Owns companies we recommend for divestment | 4 | 5 | 6 | 6 | X | Small Blend |
| IJS | iShares S&P Small-Cap 600 Value ETF | Owns companies we recommend for divestment | 2 | 2 | 5 | 2 | X | Small Value |
| IJSAX | VY® JPMorgan Small Cap Core Equity A | Owns companies we recommend for divestment | 4 | 7 | 3 | 7 | X | Small Blend |
| IJSIX | VY® JPMorgan Small Cap Core Equity I | Owns companies we recommend for divestment | 4 | 7 | 3 | 7 | X | Small Blend |
| IJSSX | VY® JPMorgan Small Cap Core Equity S | Owns companies we recommend for divestment | 4 | 7 | 3 | 7 | X | Small Blend |
| IJSTX | VY® JPMorgan Small Cap Core Equity S2 | Owns companies we recommend for divestment | 4 | 7 | 3 | 7 | X | Small Blend |
| IJT | iShares S&P Small-Cap 600 Growth ETF | Owns companies we recommend for divestment | 3 | 4 | 3 | 6 | X | Small Growth |
| ILCB | iShares Morningstar U.S. Equity ETF | Owns companies we recommend for divestment | 20 | 20 | 29 | 29 | X | Large Blend |
| ILCG | iShares Morningstar Growth ETF | Owns companies we recommend for divestment | 10 | 8 | 14 | 17 | X | Large Growth |
| ILCV | iShares Morningstar Value ETF | Owns companies we recommend for divestment | 17 | 16 | 24 | 21 | X | Large Value |
| ILDR | First Trust Innovation Leaders ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 5 | 4 | X | Large Growth |
| ILESX | Fisher IIG US Lrg Cp Eq Env & Scl Val | Owns companies we recommend for divestment | 1 | 5 | 4 | 5 | V | Large Growth |
| ILF | iShares Latin America 40 ETF | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Latin America Stock |
| ILGCX | Columbia Integrated Large Cap Gr A | Owns companies we recommend for divestment | 2 | 5 | 8 | 7 | X | Large Growth |
| ILGGX | Columbia Integrated Large Cap Gr Instl | Owns companies we recommend for divestment | 2 | 5 | 8 | 7 | X | Large Growth |
| ILGJX | Columbia Integrated Large Cap Gr Ins 3 | Owns companies we recommend for divestment | 2 | 5 | 8 | 7 | X | Large Growth |
| ILGRX | Macquarie Large Cap Growth Fund R6 | Owns companies we recommend for divestment | 1 | 3 | 5 | 8 | X | Large Growth |
| ILIT | iShares Lithium Miners And Producers ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Natural Resources |
| ILLLX | Transamerica Capital Growth C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Large Growth |
| ILOW | AB International Low Volatility Eq ETF | Owns companies we recommend for divestment | 3 | 1 | 5 | 2 | X | Foreign Large Blend |
| ILVBX | Columbia Integrated Large Cap Val A | Owns companies we recommend for divestment | 3 | 5 | 8 | 5 | X | Large Value |
| ILVFX | Columbia Integrated Large Cap Val Instl | Owns companies we recommend for divestment | 3 | 5 | 8 | 5 | X | Large Value |
| 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 |
| IMANX | Iman K | Owns companies we recommend for divestment | 1 | 1 | 5 | 4 | X | Large Growth |
| IMAYX | Macquarie Multi-Asset Income Y | Owns companies we recommend for divestment | 2 | 1 | 2 | 1 | X | Global Allocation |
| IMCB | iShares Morningstar Mid-Cap ETF | Owns companies we recommend for divestment | 10 | 10 | 10 | 13 | X | Mid-Cap Blend |
| IMCG | iShares Morningstar Mid-Cap Growth ETF | Owns companies we recommend for divestment | 6 | 3 | 5 | 8 | X | Mid-Cap Growth |
| IMCGX | Transamerica Mid Cap Growth I | Owns companies we recommend for divestment | 2 | 1 | 1 | 2 | X | Mid-Cap Growth |
| IMCV | iShares Morningstar Mid-Cap Value ETF | Owns companies we recommend for divestment | 8 | 8 | 8 | 9 | X | Mid-Cap Value |
| IMCVX | Voya Multi-Manager Mid Cap Value I | Owns companies we recommend for divestment | 9 | 11 | 6 | 12 | X | Mid-Cap Value |
| 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 |
| IMFL | Invesco Intl Dev Dynmc Mltfctr ETF | Owns companies we recommend for divestment | 6 | 5 | 15 | 6 | X | Foreign Large Blend |
| IMGRX | Transamerica Asset Allocation Mod Gr R | Owns companies we recommend for divestment | 24 | 18 | 42 | 30 | X | Moderate Allocation |
| IMIDX | Congress Mid Cap Growth Institutional | Owns companies we recommend for divestment | 2 | 0 | 0 | 2 | X | Mid-Cap Growth |
| IMLAX | Transamerica Asset Allocation Mod Gr A | Owns companies we recommend for divestment | 24 | 18 | 42 | 30 | X | Moderate Allocation |
| IMLLX | Transamerica Asset Allocation Mod Gr C | Owns companies we recommend for divestment | 24 | 18 | 42 | 30 | X | Moderate Allocation |
| IMLPX | MainGate MLP I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Energy Limited Partnership |
| IMOM | Alpha Architect Intl Quant Momt ETF | Owns companies we recommend for divestment | 2 | 0 | 3 | 1 | X | Foreign Large Blend |
| 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 |
| IMOWX | Voya MidCap Opportunities W | Owns companies we recommend for divestment | 2 | 1 | 1 | 2 | X | Mid-Cap Growth |
| IMOYX | Pioneer Solutions Balanced Y | Owns companies we recommend for divestment | 5 | 10 | 15 | 17 | X | Global Allocation |
| IMOZX | Voya MidCap Opportunities R6 | Owns companies we recommend for divestment | 2 | 1 | 1 | 2 | X | Mid-Cap Growth |
| IMSCX | IMS Capital Value | Owns companies we recommend for divestment | 3 | 3 | 7 | 3 | X | Large Blend |
| IMTM | iShares MSCI Intl Momentum Factor ETF | Owns companies we recommend for divestment | 7 | 3 | 10 | 3 | X | Foreign Large Blend |
| IMURX | Macquarie Multi-Asset Income R6 | Owns companies we recommend for divestment | 2 | 1 | 2 | 1 | X | Global Allocation |
| INAAX | ALPS/Kotak India ESG A | Owns no companies in our database | 0 | 0 | 0 | 0 | V | India Equity |
| INCE | Franklin Income Equity Focus ETF | Owns companies we recommend for divestment | 4 | 2 | 8 | 4 | X | Large Blend |
| INCO | Columbia India Consumer ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | India Equity |
| INDA | iShares MSCI India ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | India Equity |
| INDAX | ALPS/Kotak India ESG Inv | Owns no companies in our database | 0 | 0 | 0 | 0 | V | India Equity |
| INDCX | Pioneer Disciplined Growth C | Owns companies we recommend for divestment | 1 | 3 | 4 | 4 | X | Large Growth |
| INDE | Matthews India Active ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | India Equity |
| INDEX | ONEFUND S&P 500® | Owns companies we recommend for divestment | 18 | 20 | 28 | 26 | X | Large Blend |
| INDF | Range India Financials ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | India Equity |
| INDFX | Invesco International Diversified R5 | Owns companies we recommend for divestment | 3 | 2 | 6 | 3 | X | Foreign Large Growth |
| INDH | WisdomTree India Hedged Equity | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | India Equity |
| INDIX | ALPS/Kotak India ESG I | Owns no companies in our database | 0 | 0 | 0 | 0 | V | India Equity |
| INDS | Pacer Benchmark Industrial RE SCTR ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| INDSX | ALPS/Kotak India ESG II | Owns no companies in our database | 0 | 0 | 0 | 0 | V | India Equity |
| INDY | iShares India 50 ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | India Equity |
| INDZX | Columbia Large Cap Value A | Owns companies we recommend for divestment | 3 | 6 | 6 | 6 | X | Large Value |
| INEQ | Columbia Intl Equ Income ETF | Owns companies we recommend for divestment | 1 | 0 | 5 | 1 | X | Foreign Large Value |
| INFCX | ALPS/Kotak India ESG C | Owns no companies in our database | 0 | 0 | 0 | 0 | V | India Equity |
| 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 |
| 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 |
| 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 |
| INFO | Harbor PanAgora Dynamic Lg Cp Cor ETF | Owns companies we recommend for divestment | 6 | 9 | 11 | 10 | X | Large Blend |
| INFR | ClearBridge Sustainable Infras ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Infrastructure |
| 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 |
| INGFX | Invesco Oppenheimer International Gr R5 | Owns companies we recommend for divestment | 2 | 1 | 4 | 2 | X | Foreign Large Growth |
| INGIX | Voya US Stock Index Port I | Owns companies we recommend for divestment | 18 | 20 | 28 | 26 | X | Large Blend |
| INIIX | VanEck International Investors Gold I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Precious Metals |
| INIVX | VanEck International Investors Gold A | 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 |
| INKDX | Pioneer Disciplined Growth K | Owns companies we recommend for divestment | 1 | 3 | 4 | 4 | X | Large Growth |
| INPIX | ProFunds Internet UltraSector Inv | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 8 | 4 | X | Trading--Leveraged Equity |
| INPSX | ProFunds Internet UltraSector Svc | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 8 | 4 | X | Trading--Leveraged Equity |
| INQQ | INQQ The India Internet ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | India Equity |
| INRO | iShares U.S. Industry Rotation Act ETF | Owns companies we recommend for divestment | 18 | 14 | 27 | 27 | X | Large Blend |
| INRSX | Macquarie Natural Resources R6 | Owns companies we recommend for divestment | 1 | 0 | 2 | 0 | X | Natural Resources |
| INSAX | Catalyst Insider Buying A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 2 | X | Mid-Cap Growth |
| INSCX | Catalyst Insider Buying C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 2 | X | Mid-Cap Growth |
| INSIX | Catalyst Insider Buying I | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 2 | X | Mid-Cap Growth |
| INSLX | Invesco International Small-Mid Com R5 | Owns companies we recommend for divestment | 1 | 1 | 0 | 0 | X | Foreign Small/Mid Growth |
| INTF | iShares International Equity Factor ETF | Owns companies we recommend for divestment | 8 | 6 | 12 | 4 | X | Foreign Large Blend |
| INTIX | Voya International Index Port S | Owns companies we recommend for divestment | 13 | 6 | 26 | 10 | X | Foreign Large Blend |
| INUTX | Columbia Dividend Opportunity A | Owns companies we recommend for divestment | 5 | 4 | 11 | 5 | X | Large Value |
| INVNX | Evolutionary Tree Innovators I | Owns companies we recommend for divestment | 1 | 3 | 3 | 3 | X | Large Growth |
| INVTX | Evolutionary Tree Innovators A | Owns companies we recommend for divestment | 1 | 3 | 3 | 3 | X | Large Growth |
| 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 |
| INYDX | Pioneer Disciplined Growth Y | Owns companies we recommend for divestment | 1 | 3 | 4 | 4 | X | Large Growth |
| IOAPX | Invesco Main Street All Cap R6 | Owns companies we recommend for divestment | 1 | 3 | 5 | 5 | X | Large Blend |
| IOEZX | ICON Equity Income Institutional | Owns companies we recommend for divestment | 1 | 1 | 2 | 1 | X | Aggressive Allocation |
| IOGPX | Voya Global Insights Portfolio S2 | Owns companies we recommend for divestment | 2 | 3 | 7 | 4 | X | Global Large-Stock Growth |
| IOGYX | Invesco Gold & Special Minerals R5 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Precious Metals |
| IOLZX | ICON Equity Institutional | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Mid-Cap Blend |
| ION | ProShares S&P Global Cor Btty Mtls ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Natural Resources |
| IOO | iShares Global 100 ETF | Owns companies we recommend for divestment | 5 | 7 | 16 | 11 | X | Global Large-Stock Blend |
| 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 |
| IOVFX | GMO International Opportunistic Val I | Owns companies we recommend for divestment | 2 | 2 | 5 | 4 | X | Foreign Large Value |
| IOVVX | Invesco Comstock Select R5 | Owns companies we recommend for divestment | 2 | 2 | 4 | 3 | X | Large Value |
| IPAC | iShares Core MSCI Pacific ETF | Owns companies we recommend for divestment | 2 | 2 | 7 | 4 | X | Diversified Pacific/Asia |
| IPAV | Global X Infrastructure Dev ex-U.S. ETF | Owns companies we recommend for divestment | 2 | 0 | 5 | 0 | X | Infrastructure |
| IPAY | Amplify Digital Payments ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 0 | X | Miscellaneous Sector |
| IPAYX | Integrity Dividend Summit I | Owns companies we recommend for divestment | 2 | 4 | 1 | 4 | X | Large Value |
| IPEAX | Voya Large Cap Value Port A | Owns companies we recommend for divestment | 2 | 0 | 2 | 4 | X | Large Value |
| IPEIX | Voya Large Cap Value Port I | Owns companies we recommend for divestment | 2 | 0 | 2 | 4 | X | Large Value |
| IPESX | Voya Large Cap Value Port S | Owns companies we recommend for divestment | 2 | 0 | 2 | 4 | X | Large Value |
| IPETX | Voya Large Cap Value Port S2 | Owns companies we recommend for divestment | 2 | 0 | 2 | 4 | X | Large Value |
| IPFCX | Poplar Forest Cornerstone Investor | Owns companies we recommend for divestment | 1 | 1 | 2 | 2 | X | Moderately Aggressive Allocation |
| IPFPX | Poplar Forest Partners Institutional | Owns companies we recommend for divestment | 1 | 1 | 2 | 2 | X | Mid-Cap Value |
| IPKW | Invesco Intl BuyBack Achiev™ ETF | Owns companies we recommend for divestment | 1 | 1 | 2 | 0 | X | Foreign Large Value |
| IPLIX | Voya Index Plus LargeCap Port I | Owns companies in our database, but no companies we recommend for divestment | 0 | 9 | 10 | 8 | X | Large Blend |
| IPLSX | Voya Index Plus LargeCap Port S | Owns companies in our database, but no companies we recommend for divestment | 0 | 9 | 10 | 8 | X | Large Blend |
| IPMIX | Voya Index Plus MidCap Port I | Owns companies we recommend for divestment | 2 | 3 | 3 | 6 | X | Mid-Cap Blend |
| IPMSX | Voya Index Plus MidCap Port S | Owns companies we recommend for divestment | 2 | 3 | 3 | 6 | X | Mid-Cap Blend |
| IPO | Renaissance IPO ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Mid-Cap 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 |
| IPOS | Renaissance International IPO ETF | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Foreign Large Growth |
| 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 |
| 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 |
| IQDE | FlexShares Intl Qual Div Defensv ETF | Owns companies we recommend for divestment | 5 | 3 | 7 | 2 | X | Foreign Large Value |
| IQDF | FlexShares Intl Qual Div ETF | Owns companies we recommend for divestment | 3 | 2 | 5 | 2 | X | Foreign Large Value |
| IQDG | WisdomTree International Qual Div Gr ETF | Owns companies we recommend for divestment | 1 | 0 | 4 | 2 | X | Foreign Large Growth |
| IQDY | FlexShares Intl Qual Div Dynamic ETF | Owns companies we recommend for divestment | 1 | 1 | 2 | 2 | X | Foreign Large Value |
| IQLT | iShares MSCI Intl Quality Factor ETF | Owns companies we recommend for divestment | 4 | 2 | 10 | 3 | X | Foreign Large Blend |
| IQM | Franklin Intelligent Machines ETF | Owns companies we recommend for divestment | 2 | 1 | 2 | 4 | X | Technology |
| IQQQ | ProShares Nasdaq-100 High Income ETF | Owns companies we recommend for divestment | 2 | 4 | 9 | 6 | X | Derivative Income |
| IQRA | NYLI CBRE Real Assets ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| IQSI | NYLI Candriam International Equity ETF | Owns companies we recommend for divestment | 4 | 3 | 14 | 5 | V | Foreign Large Blend |
| IQSM | NYLI Candriam U.S. Mid Cap Equity ETF | Owns companies we recommend for divestment | 2 | 2 | 1 | 3 | V | Mid-Cap Blend |
| IQSU | NYLI Candriam U.S. Large Cap Equity ETF | Owns companies we recommend for divestment | 5 | 12 | 9 | 11 | V | Large Blend |
| IRCIX | Voya Russell Small Cap Index Port S2 | Owns companies we recommend for divestment | 8 | 10 | 8 | 9 | X | Small Blend |
| IRCSX | Bernstein International Small Cap SCB | Owns companies we recommend for divestment | 2 | 2 | 2 | 0 | X | Foreign Small/Mid Blend |
| IRCYX | AB International Small Cap Adv | Owns companies we recommend for divestment | 2 | 2 | 2 | 0 | X | Foreign Small/Mid Blend |
| IRCZX | AB International Small Cap Z | Owns companies we recommend for divestment | 2 | 2 | 2 | 0 | X | Foreign Small/Mid Blend |
| IREIX | Macquarie Real Estate Securities I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| IRET | iREIT MarketVector Quality REIT Idx ETF | 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 |
| 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 |
| IRGIX | VY® CBRE Global Real Estate I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| IRGJX | Voya Russell Mid Cap Growth Idx Port I | Owns companies we recommend for divestment | 4 | 6 | 5 | 7 | X | Mid-Cap Growth |
| IRGMX | Voya Retirement Moderate Growth Port I | Owns companies we recommend for divestment | 36 | 34 | 60 | 48 | X | Moderate Allocation |
| IRGPX | Voya Retirement Growth Port A | Owns companies we recommend for divestment | 44 | 44 | 68 | 57 | X | Moderately Aggressive Allocation |
| IRGSX | VY® CBRE Global Real Estate S2 | 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 |
| IRGUX | Voya Russell Mid Cap Growth Idx Port S | Owns companies we recommend for divestment | 4 | 6 | 5 | 7 | X | Mid-Cap Growth |
| IRGVX | Voya Russell Mid Cap Growth Idx Port S2 | Owns companies we recommend for divestment | 4 | 6 | 5 | 7 | X | Mid-Cap Growth |
| IRLAX | Voya Russell Large Cap Growth Idx Port A | Owns companies we recommend for divestment | 5 | 7 | 11 | 7 | X | Large Growth |
| IRLCX | Voya Russell Large Cap Index Port S | Owns companies we recommend for divestment | 10 | 12 | 22 | 17 | X | Large Blend |
| IRLIX | Voya Russell Large Cap Index Port A | Owns companies we recommend for divestment | 10 | 12 | 22 | 17 | X | Large Blend |
| IRLNX | Voya Russell Large Cap Growth Idx Port I | Owns companies we recommend for divestment | 5 | 7 | 11 | 7 | X | Large Growth |
| IRLSX | Voya Russell Large Cap Growth Idx Port S | Owns companies we recommend for divestment | 5 | 7 | 11 | 7 | X | Large Growth |
| IRLUX | Voya Russell Large Cap Index Port S2 | Owns companies we recommend for divestment | 10 | 12 | 22 | 17 | X | Large Blend |
| IRMAX | Voya Russell Mid Cap Index Port A | Owns companies we recommend for divestment | 13 | 16 | 12 | 21 | X | Mid-Cap Blend |
| IRMCX | Voya Russell Mid Cap Index Port S | Owns companies we recommend for divestment | 13 | 16 | 12 | 21 | X | Mid-Cap Blend |
| IRMGX | Voya Retirement Moderate Growth Port A | Owns companies we recommend for divestment | 36 | 34 | 60 | 48 | X | Moderate Allocation |
| IRMTX | Voya Russell Mid Cap Index Port S2 | Owns companies we recommend for divestment | 13 | 16 | 12 | 21 | X | Mid-Cap Blend |
| IRPSX | VY® T. Rowe Price Equity Income S | Owns companies we recommend for divestment | 5 | 6 | 9 | 6 | X | Large Value |
| 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 |
| IRSEX | Macquarie Real Estate Securities R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| IRSIX | Voya Russell Small Cap Index Port A | Owns companies we recommend for divestment | 8 | 10 | 8 | 9 | X | Small Blend |
| IRSMX | Voya Target Retirement 2030 I | Owns companies we recommend for divestment | 69 | 46 | 124 | 55 | X | Target-Date 2030 |
| IRSNX | Voya Target Retirement 2035 I | Owns companies we recommend for divestment | 69 | 46 | 124 | 55 | X | Target-Date 2035 |
| IRSOX | Voya Target Retirement 2040 I | Owns companies we recommend for divestment | 69 | 46 | 124 | 55 | X | Target-Date 2040 |
| IRSPX | Voya Target Retirement 2045 I | Owns companies we recommend for divestment | 69 | 46 | 124 | 55 | X | Target-Date 2045 |
| IRSQX | Voya Target Retirement 2050 I | Owns companies we recommend for divestment | 69 | 46 | 124 | 55 | X | Target-Date 2050 |
| IRSRX | Macquarie Real Estate Securities R | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| IRSSX | Voya Russell Small Cap Index Port S | Owns companies we recommend for divestment | 8 | 10 | 8 | 9 | X | Small Blend |
| IRSVX | Voya Target Retirement 2055 I | Owns companies we recommend for divestment | 69 | 46 | 124 | 55 | X | Target-Date 2055 |
| IRSYX | Macquarie Real Estate Securities Y | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| IRTCX | Invesco Dividend Income R | Owns companies we recommend for divestment | 3 | 3 | 5 | 6 | X | Large Value |
| IRVAX | Voya Russell Large Cap Value Idx Port A | Owns companies we recommend for divestment | 10 | 9 | 17 | 13 | X | Large Value |
| IRVIX | Voya Russell Large Cap Value Idx Port I | Owns companies we recommend for divestment | 10 | 9 | 17 | 13 | X | Large Value |
| IRVSX | Voya Russell Large Cap Value Idx Port S | Owns companies we recommend for divestment | 10 | 9 | 17 | 13 | X | Large Value |
| ISBAX | VY® Columbia Contrarian Core A | Owns companies we recommend for divestment | 5 | 5 | 10 | 9 | X | Large Blend |
| ISCAX | Federated Hermes Intl Small-Mid Co A | Owns companies we recommend for divestment | 5 | 1 | 4 | 0 | X | Foreign Small/Mid Growth |
| ISCB | iShares Morningstar Small-Cap ETF | Owns companies we recommend for divestment | 10 | 16 | 12 | 18 | X | Small Blend |
| ISCCX | Federated Hermes Intl Small-Mid Co C | Owns companies we recommend for divestment | 5 | 1 | 4 | 0 | X | Foreign Small/Mid Growth |
| ISCF | iShares MSCI Intl Small-Cap Mltfct ETF | Owns companies we recommend for divestment | 7 | 3 | 8 | 1 | X | Foreign Small/Mid Blend |
| ISCG | iShares Morningstar Small-Cap Growth ETF | Owns companies we recommend for divestment | 6 | 6 | 6 | 11 | X | Small Growth |
| ISCGX | Transamerica Small Cap Growth I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| ISCIX | Federated Hermes Intl Small-Mid Co IS | Owns companies we recommend for divestment | 5 | 1 | 4 | 0 | X | Foreign Small/Mid Growth |
| ISCSX | VY® Columbia Contrarian Core S | Owns companies we recommend for divestment | 5 | 5 | 10 | 9 | X | Large Blend |
| ISCTX | Voya SmallCap Opportunities Port S2 | Owns companies we recommend for divestment | 1 | 0 | 0 | 2 | X | Small Growth |
| ISCV | iShares Morningstar Small-Cap Value ETF | Owns companies we recommend for divestment | 8 | 13 | 11 | 14 | X | Small Value |
| ISCWX | Voya Multi-Manager International Sm Cp W | Owns companies we recommend for divestment | 4 | 4 | 3 | 1 | X | Foreign Small/Mid Blend |
| ISEAX | Voya Index Solution 2035 Port ADV | Owns companies we recommend for divestment | 46 | 44 | 75 | 57 | X | Target-Date 2035 |
| ISEIX | Voya Index Solution 2035 Port I | Owns companies we recommend for divestment | 46 | 44 | 75 | 57 | X | Target-Date 2035 |
| ISESX | Voya Index Solution 2035 Port S | Owns companies we recommend for divestment | 46 | 44 | 75 | 57 | X | Target-Date 2035 |
| ISFIX | VY® Columbia Contrarian Core I | Owns companies we recommend for divestment | 5 | 5 | 10 | 9 | X | Large Blend |
| ISGAX | Voya Solution Balanced Port A | Owns companies we recommend for divestment | 36 | 39 | 51 | 50 | X | Moderate Allocation |
| ISGDX | Columbia Integrated Small Cap Gr A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| ISGJX | Voya Solution Balanced Port I | Owns companies we recommend for divestment | 36 | 39 | 51 | 50 | X | Moderate Allocation |
| ISGKX | Voya Solution Balanced Port S | Owns companies we recommend for divestment | 36 | 39 | 51 | 50 | X | Moderate Allocation |
| ISGNX | Columbia Integrated Small Cap Gr Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| ISGTX | Voya Solution Balanced Port S2 | Owns companies we recommend for divestment | 36 | 39 | 51 | 50 | X | Moderate Allocation |
| ISHP | First Trust S-Network Glb E-Com ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 7 | 2 | X | Consumer Cyclical |
| ISIIX | Voya International Index Port S2 | Owns companies we recommend for divestment | 13 | 6 | 26 | 10 | X | Foreign Large Blend |
| ISIPX | Voya US Stock Index Port S2 | Owns companies we recommend for divestment | 18 | 20 | 28 | 26 | X | Large Blend |
| ISIVX | Voya US Stock Index Port A | Owns companies we recommend for divestment | 18 | 20 | 28 | 26 | X | Large Blend |
| ISJAX | Voya Index Solution 2045 Port ADV | Owns companies we recommend for divestment | 46 | 44 | 75 | 57 | X | Target-Date 2045 |
| ISJBX | Voya US Stock Index Port S | Owns companies we recommend for divestment | 18 | 20 | 28 | 26 | X | Large Blend |
| ISJIX | Voya Index Solution 2045 Port I | Owns companies we recommend for divestment | 46 | 44 | 75 | 57 | X | Target-Date 2045 |
| ISJSX | Voya Index Solution 2045 Port S | Owns companies we recommend for divestment | 46 | 44 | 75 | 57 | X | Target-Date 2045 |
| ISMD | Inspire Small/Mid Cap ETF | Owns companies we recommend for divestment | 2 | 7 | 2 | 8 | X | Small Blend |
| ISMOX | Voya MidCap Opportunities Port S | Owns companies we recommend for divestment | 2 | 1 | 1 | 2 | X | Mid-Cap Growth |
| ISMSX | VY® American Century Sm-Mid Cp Val S2 | Owns companies we recommend for divestment | 2 | 1 | 3 | 2 | X | Mid-Cap Value |
| ISMVX | William Blair Small-Mid Cap Value I | Owns companies we recommend for divestment | 1 | 2 | 1 | 2 | X | Small Value |
| ISNFX | Voya Solution 2030 Port ADV | Owns companies we recommend for divestment | 75 | 51 | 127 | 60 | X | Target-Date 2030 |
| ISNGX | Voya Solution 2030 Port I | Owns companies we recommend for divestment | 75 | 51 | 127 | 60 | X | Target-Date 2030 |
| ISNHX | Voya Solution 2030 Port S | Owns companies we recommend for divestment | 75 | 51 | 127 | 60 | X | Target-Date 2030 |
| ISNIX | Voya Solution 2030 Port S2 | Owns companies we recommend for divestment | 75 | 51 | 127 | 60 | X | Target-Date 2030 |
| ISNKX | Voya Solution 2040 Port ADV | Owns companies we recommend for divestment | 75 | 51 | 127 | 60 | X | Target-Date 2040 |
| ISNLX | Voya Solution 2040 Port I | Owns companies we recommend for divestment | 75 | 51 | 127 | 60 | X | Target-Date 2040 |
| ISNMX | Voya Solution 2040 Port S | Owns companies we recommend for divestment | 75 | 51 | 127 | 60 | X | Target-Date 2040 |
| ISNNX | Voya Solution 2040 Port S2 | Owns companies we recommend for divestment | 75 | 51 | 127 | 60 | X | Target-Date 2040 |
| ISNPX | Voya Solution 2050 Port ADV | Owns companies we recommend for divestment | 75 | 51 | 127 | 60 | X | Target-Date 2050 |
| ISNQX | Voya Solution 2050 Port I | Owns companies we recommend for divestment | 75 | 51 | 127 | 60 | X | Target-Date 2050 |
| ISNRX | Voya Solution 2050 Port S | Owns companies we recommend for divestment | 75 | 51 | 127 | 60 | X | Target-Date 2050 |
| ISNSX | Voya Solution 2050 Port S2 | Owns companies we recommend for divestment | 75 | 51 | 127 | 60 | X | Target-Date 2050 |
| ISOPX | Voya SmallCap Opportunities Port A | Owns companies we recommend for divestment | 1 | 0 | 0 | 2 | X | Small Growth |
| ISPCX | Voya Solution 2035 Port S2 | Owns companies we recommend for divestment | 75 | 51 | 127 | 60 | X | Target-Date 2035 |
| ISPDX | Voya Solution 2045 Port S2 | Owns companies we recommend for divestment | 75 | 51 | 127 | 60 | X | Target-Date 2045 |
| ISPVX | Macquarie Smid Cap Core Fund R6 | Owns companies we recommend for divestment | 2 | 4 | 1 | 3 | X | Small Blend |
| ISPY | ProShares S&P 500 High Income ETF | Owns companies we recommend for divestment | 18 | 20 | 28 | 26 | X | Derivative Income |
| ISQAX | Voya Solution 2035 Port ADV | Owns companies we recommend for divestment | 75 | 51 | 127 | 60 | X | Target-Date 2035 |
| ISQIX | Voya Solution 2035 Port I | Owns companies we recommend for divestment | 75 | 51 | 127 | 60 | X | Target-Date 2035 |
| ISQSX | Voya Solution 2035 Port S | Owns companies we recommend for divestment | 75 | 51 | 127 | 60 | X | Target-Date 2035 |
| ISRA | VanEck Israel ETF | Owns companies we recommend for divestment | 21 | 2 | 32 | 2 | X | Miscellaneous Region |
| ISRAX | Voya Solution 2045 Port ADV | Owns companies we recommend for divestment | 75 | 51 | 127 | 60 | X | Target-Date 2045 |
| ISRIX | Voya Solution 2045 Port I | Owns companies we recommend for divestment | 75 | 51 | 127 | 60 | X | Target-Date 2045 |
| ISRSX | Voya Solution 2045 Port S | Owns companies we recommend for divestment | 75 | 51 | 127 | 60 | X | Target-Date 2045 |
| ISSPX | Voya Solution 2055 Port S | Owns companies we recommend for divestment | 75 | 51 | 127 | 60 | X | Target-Date 2055 |
| ISTAX | ICON Equity Investor | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Mid-Cap Blend |
| ISTIX | Macquarie Science and Technology I | 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 |
| ISVGX | Voya Growth and Income Port S | Owns companies we recommend for divestment | 2 | 2 | 4 | 6 | X | Large Blend |
| ISVL | iShares Intl Dev Sm Cp Val Fctr ETF | Owns companies we recommend for divestment | 4 | 2 | 6 | 0 | X | Foreign Small/Mid Value |
| ISVLX | Voya Index Solution 2045 Port S2 | Owns companies we recommend for divestment | 46 | 44 | 75 | 57 | X | Target-Date 2045 |
| ITA | iShares US Aerospace & Defense ETF | Owns companies we recommend for divestment | 11 | 3 | 10 | 9 | X | Industrials |
| ITAN | Sparkline Intangible Value ETF | Owns companies we recommend for divestment | 9 | 7 | 17 | 19 | X | Large Value |
| ITB | iShares US Home Construction ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Consumer Cyclical |
| ITCSX | VY® T. Rowe Price Capital Apprec S | Owns companies we recommend for divestment | 3 | 4 | 5 | 7 | X | Moderate Allocation |
| ITCTX | VY® T. Rowe Price Capital Apprec S2 | Owns companies we recommend for divestment | 3 | 4 | 5 | 7 | X | Moderate Allocation |
| ITDB | iShares LifePath Target Date 2030 ETF | Owns companies we recommend for divestment | 63 | 51 | 102 | 60 | X | Target-Date 2030 |
| ITDC | iShares LifePath Target Date 2035 ETF | Owns companies we recommend for divestment | 63 | 51 | 102 | 60 | X | Target-Date 2035 |
| ITDD | iShares LifePath Target Date 2040 ETF | Owns companies we recommend for divestment | 63 | 51 | 102 | 60 | X | Target-Date 2040 |
| ITDE | iShares LifePath Target Date 2045 ETF | Owns companies we recommend for divestment | 63 | 51 | 102 | 60 | X | Target-Date 2045 |
| ITDF | iShares LifePath Target Date 2050 ETF | Owns companies we recommend for divestment | 63 | 51 | 102 | 60 | X | Target-Date 2050 |
| ITDG | iShares LifePath Target Date 2055 ETF | Owns companies we recommend for divestment | 63 | 51 | 102 | 60 | X | Target-Date 2055 |
| ITDH | iShares LifePath Target Date 2060 ETF | Owns companies we recommend for divestment | 63 | 51 | 102 | 60 | X | Target-Date 2060 |
| ITDI | iShares LifePath Target Date 2065 ETF | Owns companies we recommend for divestment | 63 | 51 | 102 | 60 | X | Target-Date 2065+ |
| ITDJ | iShares LifePath Target Date 2070 ETF | Owns companies we recommend for divestment | 63 | 51 | 102 | 60 | X | Target-Date 2065+ |
| ITEAX | VY® T. Rowe Price Equity Income A | Owns companies we recommend for divestment | 5 | 6 | 9 | 6 | X | Large Value |
| ITEIX | VY® T. Rowe Price Equity Income I | Owns companies we recommend for divestment | 5 | 6 | 9 | 6 | X | Large Value |
| ITEQ | Amplify BlueStar Israel Technology ETF | Owns companies we recommend for divestment | 5 | 2 | 8 | 2 | X | Technology |
| ITETX | VY® T. Rowe Price Equity Income S2 | Owns companies we recommend for divestment | 5 | 6 | 9 | 6 | X | Large Value |
| ITFEX | Voya International High Div Low Vol S2 | Owns companies we recommend for divestment | 5 | 1 | 6 | 4 | X | Foreign Large Value |
| ITGIX | VY® T. Rowe Price Growth Equity I | Owns companies we recommend for divestment | 2 | 2 | 6 | 7 | X | Large Growth |
| ITGRX | Macquarie Global Growth Fund R6 | Owns companies we recommend for divestment | 2 | 2 | 5 | 6 | X | Global Large-Stock Growth |
| ITGSX | VY® T. Rowe Price Growth Equity S | Owns companies we recommend for divestment | 2 | 2 | 6 | 7 | X | Large Growth |
| ITHAX | Hartford Capital Appreciation A | Owns companies we recommend for divestment | 7 | 7 | 12 | 13 | X | Large Blend |
| ITHCX | Invesco Technology C | Owns companies we recommend for divestment | 2 | 4 | 4 | 6 | X | Technology |
| ITHIX | Hartford Capital Appreciation I | Owns companies we recommend for divestment | 7 | 7 | 12 | 13 | X | Large Blend |
| ITHRX | Hartford Capital Appreciation R3 | Owns companies we recommend for divestment | 7 | 7 | 12 | 13 | X | Large Blend |
| ITHSX | Hartford Capital Appreciation R4 | Owns companies we recommend for divestment | 7 | 7 | 12 | 13 | X | Large Blend |
| ITHTX | Hartford Capital Appreciation R5 | Owns companies we recommend for divestment | 7 | 7 | 12 | 13 | X | Large Blend |
| ITHVX | Hartford Capital Appreciation R6 | Owns companies we recommend for divestment | 7 | 7 | 12 | 13 | X | Large Blend |
| ITOT | iShares Core S&P Total US Stock Mkt ETF | Owns companies we recommend for divestment | 31 | 37 | 43 | 47 | X | Large Blend |
| ITRAX | VY® T. Rowe Price Capital Apprec A | Owns companies we recommend for divestment | 3 | 4 | 5 | 7 | X | Moderate Allocation |
| ITRGX | VY® T. Rowe Price Growth Equity S2 | Owns companies we recommend for divestment | 2 | 2 | 6 | 7 | X | Large Growth |
| ITRIX | VY® T. Rowe Price Capital Apprec I | Owns companies we recommend for divestment | 3 | 4 | 5 | 7 | X | Moderate Allocation |
| ITSPX | Voya Solution 2055 Port S2 | Owns companies we recommend for divestment | 75 | 51 | 127 | 60 | X | Target-Date 2055 |
| ITWO | ProShares Russell 2000 High Income ETF | Owns companies we recommend for divestment | 8 | 10 | 8 | 9 | X | Derivative Income |
| ITYAX | Invesco Technology A | Owns companies we recommend for divestment | 2 | 4 | 4 | 6 | X | Technology |
| ITYYX | Invesco Technology Y | Owns companies we recommend for divestment | 2 | 4 | 4 | 6 | X | Technology |
| IUAAX | VY® Invesco Equity and Income A | Owns companies we recommend for divestment | 4 | 5 | 9 | 8 | X | Moderately Aggressive Allocation |
| 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 |
| IUAIX | VY® Invesco Equity and Income I | Owns companies we recommend for divestment | 4 | 5 | 9 | 8 | X | Moderately Aggressive Allocation |
| IUASX | VY® Invesco Equity and Income S | Owns companies we recommend for divestment | 4 | 5 | 9 | 8 | X | Moderately Aggressive Allocation |
| 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 |
| 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 |
| 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 |
| 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 |
| IUS | Invesco RAFI™ Strategic US ETF | Owns companies we recommend for divestment | 17 | 19 | 28 | 26 | X | Large Value |
| IUSCX | Fisher IIG US Sm Cap Eq | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Small Growth |
| IUSG | iShares Core S&P US Growth ETF | Owns companies we recommend for divestment | 9 | 12 | 17 | 18 | X | Large Growth |
| IUSV | iShares Core S&P US Value ETF | Owns companies we recommend for divestment | 18 | 24 | 23 | 28 | X | Large Value |
| IUTCX | Invesco Dividend Income C | Owns companies we recommend for divestment | 3 | 3 | 5 | 6 | X | Large Value |
| IVAEX | Macquarie Asset Strategy Fund Cl I | Owns companies we recommend for divestment | 2 | 2 | 5 | 6 | X | Global Allocation |
| IVAL | Alpha Architect Intl Quant Val ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Foreign Large Value |
| IVCSX | Voya Small Company Port I | Owns companies we recommend for divestment | 3 | 3 | 1 | 3 | X | Small Blend |
| IVE | iShares S&P 500 Value ETF | Owns companies we recommend for divestment | 14 | 17 | 18 | 19 | X | Large Value |
| IVEG | iShares Emergent Food and AgTch Mult ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Global Small/Mid Stock |
| IVEIX | Macquarie Climate Solutions I | Owns companies we recommend for divestment | 1 | 1 | 3 | 1 | V | Global Small/Mid Stock |
| 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 |
| IVGAX | VY® Invesco Growth and Income A | Owns companies we recommend for divestment | 4 | 5 | 9 | 8 | X | Large Value |
| IVGIX | VY® Invesco Growth and Income I | Owns companies we recommend for divestment | 4 | 5 | 9 | 8 | X | Large Value |
| IVGSX | VY® Invesco Growth and Income S | Owns companies we recommend for divestment | 4 | 5 | 9 | 8 | X | Large Value |
| IVGTX | VY® Morgan Stanley Global Franchise S | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 6 | X | Global Large-Stock Blend |
| IVIAX | Macquarie International Core Eq A | Owns companies we recommend for divestment | 4 | 1 | 3 | 3 | X | Foreign Large Blend |
| IVIFX | Macquarie International Core Eq C | Owns companies we recommend for divestment | 4 | 1 | 3 | 3 | X | Foreign Large Blend |
| IVINX | Macquarie Global Growth Fund Class A | Owns companies we recommend for divestment | 2 | 2 | 5 | 6 | X | Global Large-Stock Growth |
| IVIPX | VY® Invesco Equity and Income S2 | Owns companies we recommend for divestment | 4 | 5 | 9 | 8 | X | Moderately Aggressive Allocation |
| IVITX | VY® Invesco Growth and Income S2 | Owns companies we recommend for divestment | 4 | 5 | 9 | 8 | X | Large Value |
| IVIYX | Macquarie Global Growth Fund Class Y | Owns companies we recommend for divestment | 2 | 2 | 5 | 6 | X | Global Large-Stock Growth |
| IVKAX | VY® Invesco Comstock A | Owns companies we recommend for divestment | 5 | 3 | 8 | 4 | X | Large Value |
| IVKIX | VY® Invesco Comstock I | Owns companies we recommend for divestment | 5 | 3 | 8 | 4 | X | Large Value |
| IVKSX | VY® Invesco Comstock S | Owns companies we recommend for divestment | 5 | 3 | 8 | 4 | X | Large Value |
| IVLU | iShares Edge MSCI Intl Value Factor ETF | Owns companies we recommend for divestment | 8 | 4 | 17 | 5 | X | Foreign Large Value |
| IVNCX | Macquarie Global Growth Fund Class C | Owns companies we recommend for divestment | 2 | 2 | 5 | 6 | X | Global Large-Stock Growth |
| IVNQX | Invesco Nasdaq 100 Index R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 8 | 4 | X | Large Growth |
| IVOAX | Macquarie Mid Cap Income Opps A | Owns companies we recommend for divestment | 1 | 0 | 1 | 1 | X | Mid-Cap Value |
| IVOCX | Macquarie Mid Cap Income Opps C | Owns companies we recommend for divestment | 1 | 0 | 1 | 1 | X | Mid-Cap Value |
| IVOG | Vanguard S&P Mid-Cap 400 Growth ETF | Owns companies we recommend for divestment | 3 | 4 | 3 | 6 | X | Mid-Cap Growth |
| IVOIX | Macquarie Mid Cap Income Opps I | Owns companies we recommend for divestment | 1 | 0 | 1 | 1 | X | Mid-Cap Value |
| IVOO | Vanguard S&P Mid-Cap 400 ETF | Owns companies we recommend for divestment | 4 | 8 | 6 | 10 | X | Mid-Cap Blend |
| IVORX | Macquarie Mid Cap Income Opps R | Owns companies we recommend for divestment | 1 | 0 | 1 | 1 | X | Mid-Cap Value |
| IVOSX | Macquarie Mid Cap Income Opps R6 | Owns companies we recommend for divestment | 1 | 0 | 1 | 1 | X | Mid-Cap Value |
| IVOV | Vanguard S&P Mid-Cap 400 Value ETF | Owns companies we recommend for divestment | 4 | 7 | 5 | 10 | X | Small Value |
| IVOYX | Macquarie Mid Cap Income Opps Y | Owns companies we recommend for divestment | 1 | 0 | 1 | 1 | X | Mid-Cap Value |
| IVPOX | Voya SmallCap Opportunities Port S | Owns companies we recommend for divestment | 1 | 0 | 0 | 2 | X | Small Growth |
| IVPSX | Voya Small Company Port S | Owns companies we recommend for divestment | 3 | 3 | 1 | 3 | X | Small Blend |
| 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 |
| IVRIX | VY® CBRE Real Estate I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| IVRS | iShares Future Metaverse Tec And Com ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 3 | 3 | X | Technology |
| 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 |
| IVSOX | Voya SmallCap Opportunities Port I | Owns companies we recommend for divestment | 1 | 0 | 0 | 2 | X | Small Growth |
| IVV | iShares Core S&P 500 ETF | Owns companies we recommend for divestment | 18 | 20 | 28 | 26 | X | Large Blend |
| IVVIX | Macquarie Smid Cap Core Fund Class I | Owns companies we recommend for divestment | 2 | 4 | 1 | 3 | X | Small Blend |
| IVVYX | Macquarie International Core Eq Y | Owns companies we recommend for divestment | 4 | 1 | 3 | 3 | X | Foreign Large Blend |
| IVW | iShares S&P 500 Growth ETF | Owns companies we recommend for divestment | 7 | 8 | 15 | 12 | X | Large Growth |
| IWB | iShares Russell 1000 ETF | Owns companies we recommend for divestment | 23 | 28 | 34 | 38 | X | Large Blend |
| IWC | iShares Micro-Cap ETF | Owns companies we recommend for divestment | 3 | 3 | 5 | 2 | X | Small Blend |
| IWD | iShares Russell 1000 Value ETF | Owns companies we recommend for divestment | 20 | 24 | 26 | 31 | X | Large Value |
| IWEDX | Voya Large Cap Value W | Owns companies we recommend for divestment | 2 | 0 | 2 | 4 | X | Large Value |
| IWF | iShares Russell 1000 Growth ETF | Owns companies we recommend for divestment | 9 | 13 | 16 | 14 | X | Large Growth |
| IWFG | NYLI Winslow Focused Large Cap Gr ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 4 | 3 | X | Large Growth |
| IWGAX | Macquarie Glbl Allocation A | Owns companies we recommend for divestment | 14 | 9 | 20 | 21 | X | Global Allocation |
| IWGCX | Macquarie Glbl Allocation C | Owns companies we recommend for divestment | 14 | 9 | 20 | 21 | X | Global Allocation |
| IWGIX | Macquarie Glbl Allocation I | Owns companies we recommend for divestment | 14 | 9 | 20 | 21 | X | Global Allocation |
| IWGNX | Macquarie Glbl Allocation R6 | Owns companies we recommend for divestment | 14 | 9 | 20 | 21 | X | Global Allocation |
| IWIRX | Guinness Atkinson™ Global Inntrs Inv | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 4 | 5 | X | Global Large-Stock Growth |
| IWL | iShares Russell Top 200 ETF | Owns companies we recommend for divestment | 10 | 12 | 22 | 17 | X | Large Blend |
| IWLG | NYLI Winslow Large Cap Growth ETF | Owns companies we recommend for divestment | 1 | 2 | 6 | 4 | X | Large Growth |
| IWM | iShares Russell 2000 ETF | Owns companies we recommend for divestment | 8 | 10 | 8 | 9 | X | Small Blend |
| IWN | iShares Russell 2000 Value ETF | Owns companies we recommend for divestment | 6 | 7 | 7 | 6 | X | Small Value |
| IWO | iShares Russell 2000 Growth ETF | Owns companies we recommend for divestment | 5 | 7 | 4 | 5 | X | Small Growth |
| IWP | iShares Russell Mid-Cap Growth ETF | Owns companies we recommend for divestment | 4 | 6 | 5 | 7 | X | Mid-Cap Growth |
| IWR | iShares Russell Mid-Cap ETF | Owns companies we recommend for divestment | 13 | 16 | 12 | 21 | X | Mid-Cap Blend |
| IWS | iShares Russell Mid-Cap Value ETF | Owns companies we recommend for divestment | 10 | 15 | 9 | 18 | X | Mid-Cap Value |
| IWTR | iShares MSCI Water Mgmt Mltsctr ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Natural Resources |
| IWTTX | Voya Global High Dividend Low Vol PortS2 | Owns companies we recommend for divestment | 7 | 3 | 10 | 7 | X | Global Large-Stock Value |
| IWV | iShares Russell 3000 ETF | Owns companies we recommend for divestment | 31 | 37 | 42 | 47 | X | Large Blend |
| IWX | iShares Russell Top 200 Value ETF | Owns companies we recommend for divestment | 10 | 9 | 17 | 13 | X | Large Value |
| IWY | iShares Russell Top 200 Growth ETF | Owns companies we recommend for divestment | 5 | 7 | 11 | 7 | X | Large Growth |
| IXC | iShares Global Energy ETF | Owns companies we recommend for divestment | 2 | 0 | 3 | 0 | X | Equity Energy |
| IXG | iShares Global Financials ETF | Owns companies we recommend for divestment | 3 | 4 | 1 | 3 | X | Financial |
| IXISX | Voya Index Solution 2035 Port S2 | Owns companies we recommend for divestment | 46 | 44 | 75 | 57 | X | Target-Date 2035 |
| IXJ | iShares Global Healthcare ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 1 | X | Health |
| IXN | iShares Global Tech ETF | Owns companies we recommend for divestment | 3 | 3 | 7 | 9 | X | Technology |
| IXP | iShares Global Comm Services ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 3 | 3 | X | Communications |
| IXUS | iShares Core MSCI Total Intl Stk ETF | Owns companies we recommend for divestment | 30 | 12 | 60 | 12 | X | Foreign Large Blend |
| IYBFX | Macquarie Balanced Fund Class R | Owns companies we recommend for divestment | 2 | 3 | 5 | 8 | X | Moderate Allocation |
| IYBIX | Macquarie Balanced Fund Class I | Owns companies we recommend for divestment | 2 | 3 | 5 | 8 | X | Moderate Allocation |
| IYC | iShares US Consumer Discretionary ETF | Owns companies we recommend for divestment | 1 | 10 | 9 | 5 | X | Consumer Cyclical |
| IYCEX | Macquarie Core Equity Fund Class R | Owns companies we recommend for divestment | 2 | 3 | 4 | 7 | X | Large Blend |
| IYE | iShares US Energy ETF | Owns companies we recommend for divestment | 2 | 0 | 4 | 0 | X | Equity Energy |
| IYEFX | Macquarie Climate Solutions R | Owns companies we recommend for divestment | 1 | 1 | 3 | 1 | V | Global Small/Mid Stock |
| IYF | iShares US Financials ETF | Owns companies we recommend for divestment | 3 | 7 | 0 | 7 | X | Financial |
| IYG | iShares US Financial Services ETF | Owns companies we recommend for divestment | 3 | 6 | 0 | 6 | X | Financial |
| IYGIX | Macquarie Large Cap Growth Fund I | Owns companies we recommend for divestment | 1 | 3 | 5 | 8 | X | Large Growth |
| IYH | iShares US Healthcare ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 1 | 1 | X | Health |
| IYIGX | Macquarie Global Growth Fund Class R | Owns companies we recommend for divestment | 2 | 2 | 5 | 6 | X | Global Large-Stock Growth |
| IYITX | Macquarie International Core Eq R | Owns companies we recommend for divestment | 4 | 1 | 3 | 3 | X | Foreign Large Blend |
| IYJ | iShares US Industrials ETF | Owns companies we recommend for divestment | 12 | 3 | 12 | 13 | X | Industrials |
| 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 |
| IYM | iShares US Basic Materials ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Natural Resources |
| IYMIX | Macquarie Mid Cap Growth I | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Mid-Cap Growth |
| 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 |
| IYR | iShares US Real Estate ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| IYSAX | Macquarie Smid Cap Core Fund Class A | Owns companies we recommend for divestment | 2 | 4 | 1 | 3 | X | Small Blend |
| IYSCX | Macquarie Smid Cap Core Fund Class C | Owns companies we recommend for divestment | 2 | 4 | 1 | 3 | X | Small Blend |
| 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 |
| IYSMX | Macquarie Smid Cap Core Fund Class R | Owns companies we recommend for divestment | 2 | 4 | 1 | 3 | X | Small Blend |
| IYSYX | Macquarie Smid Cap Core Fund Class Y | Owns companies we recommend for divestment | 2 | 4 | 1 | 3 | X | Small Blend |
| IYT | iShares Transportation Average ETF | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Industrials |
| IYW | iShares US Technology ETF | Owns companies we recommend for divestment | 4 | 1 | 6 | 10 | X | Technology |
| IYY | iShares Dow Jones US ETF | Owns companies we recommend for divestment | 23 | 28 | 33 | 38 | X | Large Blend |
| IYZ | iShares US Telecommunications ETF | Owns companies we recommend for divestment | 1 | 1 | 2 | 2 | X | Communications |
| IZRL | ARK Israel Innovative Technology ETF | Owns companies we recommend for divestment | 6 | 2 | 8 | 2 | X | Technology |
| JAABX | JPMorgan SmartRetirement® Blend 2060 R5 | Owns companies we recommend for divestment | 42 | 40 | 73 | 53 | X | Target-Date 2060 |
| JAAFX | JHancock 2065 Lifetime Blend Pft 1 | Owns companies we recommend for divestment | 73 | 51 | 127 | 60 | X | Target-Date 2065+ |
| JAAGX | Janus Henderson VIT Enterprise Instl | Owns companies we recommend for divestment | 3 | 1 | 1 | 4 | X | Mid-Cap Growth |
| JAAJX | JHancock 2065 Lifetime Blend Pft R4 | Owns companies we recommend for divestment | 73 | 51 | 127 | 60 | X | Target-Date 2065+ |
| JAAKX | JHancock 2065 Lifetime Blend Pft R6 | Owns companies we recommend for divestment | 73 | 51 | 127 | 60 | X | Target-Date 2065+ |
| JAAVX | JHancock Multimanager 2065 Lifetime 1 | Owns companies we recommend for divestment | 78 | 52 | 125 | 61 | X | Target-Date 2065+ |
| JAAWX | JHancock Multimanager 2065 Lifetime A | Owns companies we recommend for divestment | 78 | 52 | 125 | 61 | X | Target-Date 2065+ |
| JAAYX | JPMorgan SmartRetirement® Blend 2060 R6 | Owns companies we recommend for divestment | 42 | 40 | 73 | 53 | X | Target-Date 2060 |
| JAAZX | JHancock Multimanager 2065 Lifetime R2 | Owns companies we recommend for divestment | 78 | 52 | 125 | 61 | X | Target-Date 2065+ |
| JABAX | Janus Henderson Balanced T | Owns companies we recommend for divestment | 4 | 5 | 8 | 8 | X | Moderate Allocation |
| JABBX | JHancock Multimanager 2065 Lifetime R4 | Owns companies we recommend for divestment | 78 | 52 | 125 | 61 | X | Target-Date 2065+ |
| JABCX | Janus Henderson Balanced C | Owns companies we recommend for divestment | 4 | 5 | 8 | 8 | X | Moderate Allocation |
| JABDX | JHancock Multimanager 2065 Lifetime R5 | Owns companies we recommend for divestment | 78 | 52 | 125 | 61 | X | Target-Date 2065+ |
| JABEX | JHancock Multimanager 2065 Lifetime R6 | Owns companies we recommend for divestment | 78 | 52 | 125 | 61 | X | Target-Date 2065+ |
| 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 |
| JABLX | Janus Henderson VIT Balanced Instl | Owns companies we recommend for divestment | 4 | 5 | 8 | 8 | X | Moderate Allocation |
| JABMX | JHancock Lifestyle Blend Bal Pft A | Owns companies we recommend for divestment | 73 | 51 | 127 | 60 | X | Moderate Allocation |
| JABNX | Janus Henderson Balanced N | Owns companies we recommend for divestment | 4 | 5 | 8 | 8 | X | Moderate Allocation |
| JABPX | JHancock Lifestyle Blend Growth Pft A | Owns companies we recommend for divestment | 73 | 51 | 127 | 60 | X | Moderately Aggressive Allocation |
| JABQX | JHancock Lifestyle Blend Agrsv Pft A | Owns companies we recommend for divestment | 73 | 51 | 127 | 60 | X | Aggressive Allocation |
| JABRX | Janus Henderson Balanced S | Owns companies we recommend for divestment | 4 | 5 | 8 | 8 | X | Moderate Allocation |
| JABSX | JHancock Multimanager 2065 Lifetime I | Owns companies we recommend for divestment | 78 | 52 | 125 | 61 | X | Target-Date 2065+ |
| 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 |
| 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 |
| 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 |
| JACAX | Janus Henderson VIT Forty Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 4 | 4 | X | Large Growth |
| JACBX | JHancock Mid Cap Growth I | Owns companies we recommend for divestment | 2 | 1 | 1 | 2 | X | Mid-Cap Growth |
| JACCX | Janus Henderson Forty C | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 4 | 4 | X | Large 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 |
| JACEX | JHancock Mid Cap Growth R6 | 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 |
| 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 |
| 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 |
| JACRX | Easterly Global Real Estate C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| JACSX | JPMorgan SmartRetirement® Blend 2060 I | Owns companies we recommend for divestment | 42 | 40 | 73 | 53 | X | Target-Date 2060 |
| JACTX | Janus Henderson Forty T | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 4 | 4 | X | Large Growth |
| 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 |
| JADGX | Janus Henderson Growth And Income S | Owns companies we recommend for divestment | 5 | 4 | 8 | 9 | X | Large Blend |
| JAENX | Janus Henderson Enterprise T | Owns companies we recommend for divestment | 3 | 1 | 1 | 4 | X | Mid-Cap Growth |
| JAGCX | Janus Henderson Glb Tech and Innovt C | Owns companies we recommend for divestment | 1 | 3 | 4 | 4 | X | Technology |
| JAGIX | Janus Henderson Growth And Income T | Owns companies we recommend for divestment | 5 | 4 | 8 | 9 | X | Large Blend |
| 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 |
| JAGRX | Janus Henderson VIT Research Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 5 | X | Large Growth |
| JAGTX | Janus Henderson Glb Tech and Innovt T | Owns companies we recommend for divestment | 1 | 3 | 4 | 4 | X | Technology |
| JAIGX | Janus Henderson VIT Overseas Instl | Owns companies we recommend for divestment | 1 | 0 | 2 | 0 | X | Foreign Large Blend |
| JAKAX | JPMorgan SmartRetirement® 2060 A | Owns companies we recommend for divestment | 20 | 23 | 37 | 35 | X | Target-Date 2060 |
| JAKCX | JPMorgan SmartRetirement® 2060 C | Owns companies we recommend for divestment | 20 | 23 | 37 | 35 | X | Target-Date 2060 |
| JAKIX | JPMorgan SmartRetirement® 2060 R5 | Owns companies we recommend for divestment | 20 | 23 | 37 | 35 | X | Target-Date 2060 |
| JAKPX | JPMorgan SmartRetirement® 2060 R3 | Owns companies we recommend for divestment | 20 | 23 | 37 | 35 | X | Target-Date 2060 |
| JAKQX | JPMorgan SmartRetirement® 2060 R4 | Owns companies we recommend for divestment | 20 | 23 | 37 | 35 | X | Target-Date 2060 |
| JAKRX | JHancock Disciplined Value Gbl L/S A | Owns companies we recommend for divestment | 1 | 2 | 4 | 3 | X | Long-Short Equity |
| JAKSX | JPMorgan SmartRetirement® 2060 I | Owns companies we recommend for divestment | 20 | 23 | 37 | 35 | X | Target-Date 2060 |
| JAKTX | JHancock Disciplined Value Gbl L/S C | Owns companies we recommend for divestment | 1 | 2 | 4 | 3 | X | Long-Short Equity |
| JAKUX | JHancock Disciplined Value Gbl L/S I | Owns companies we recommend for divestment | 1 | 2 | 4 | 3 | X | Long-Short Equity |
| JAKVX | JHancock Disciplined Value Gbl L/S R6 | Owns companies we recommend for divestment | 1 | 2 | 4 | 3 | X | Long-Short Equity |
| JAKYX | JPMorgan SmartRetirement® 2060 R6 | Owns companies we recommend for divestment | 20 | 23 | 37 | 35 | X | Target-Date 2060 |
| JAKZX | JPMorgan SmartRetirement® 2060 R2 | Owns companies we recommend for divestment | 20 | 23 | 37 | 35 | X | Target-Date 2060 |
| JALAX | JHancock Multimanager Lifestyle Agrsv A | Owns companies we recommend for divestment | 78 | 52 | 124 | 61 | X | Aggressive Allocation |
| JALBX | JHancock Multimanager Lifestyle Bal A | Owns companies we recommend for divestment | 78 | 53 | 125 | 61 | X | Moderate Allocation |
| JALGX | JHancock Multimanager Lifestyle Gr A | Owns companies we recommend for divestment | 78 | 52 | 125 | 61 | X | Moderately Aggressive Allocation |
| JAMCX | JPMorgan Mid Cap Value A | Owns companies we recommend for divestment | 3 | 3 | 2 | 3 | X | Mid-Cap Value |
| JAMEX | Jamestown Equity | Owns companies we recommend for divestment | 3 | 5 | 9 | 6 | X | Large Blend |
| JAMFX | Jacob Internet Inv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Technology |
| JAMRX | Janus Henderson Research T | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 5 | X | Large Growth |
| JAMVX | Janus Henderson VIT Mid Cap Value Instl | Owns companies we recommend for divestment | 2 | 4 | 1 | 2 | X | Mid-Cap Value |
| JANBX | Janus Henderson Balanced D | Owns companies we recommend for divestment | 4 | 5 | 8 | 8 | X | Moderate Allocation |
| JANEX | Janus Henderson Enterprise D | Owns companies we recommend for divestment | 3 | 1 | 1 | 4 | X | Mid-Cap Growth |
| JANIX | Janus Henderson Triton D | Owns companies we recommend for divestment | 3 | 3 | 1 | 4 | X | Small Growth |
| JANRX | Janus Henderson Global Select D | Owns companies we recommend for divestment | 1 | 2 | 5 | 3 | X | Global Large-Stock Blend |
| JANVX | Janus Henderson Venture D | Owns companies we recommend for divestment | 2 | 3 | 1 | 4 | X | Small Growth |
| JANWX | Janus Henderson Global Research D | Owns companies we recommend for divestment | 2 | 4 | 8 | 6 | X | Global Large-Stock Growth |
| JAOSX | Janus Henderson Overseas T | Owns companies we recommend for divestment | 1 | 0 | 2 | 0 | X | Foreign Large Blend |
| JAREX | Easterly Global Real Estate A | 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 |
| JARTX | Janus Henderson Forty S | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 4 | 4 | X | Large Growth |
| JASCX | James Small Cap | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Value |
| JASOX | JHancock New Opportunities A | Owns companies we recommend for divestment | 1 | 3 | 1 | 3 | X | Small Growth |
| JATAX | Janus Henderson Glb Tech and Innovt A | Owns companies we recommend for divestment | 1 | 3 | 4 | 4 | X | Technology |
| JATIX | Janus Henderson Glb Tech and Innovt I | Owns companies we recommend for divestment | 1 | 3 | 4 | 4 | X | Technology |
| JATNX | Janus Henderson Glb Tech and Innovt N | Owns companies we recommend for divestment | 1 | 3 | 4 | 4 | X | Technology |
| JATPX | JPMorgan SmartRetirement® Blend 2060 R2 | Owns companies we recommend for divestment | 42 | 40 | 73 | 53 | X | Target-Date 2060 |
| JATQX | JPMorgan SmartRetirement® Blend 2060 R3 | Owns companies we recommend for divestment | 42 | 40 | 73 | 53 | X | Target-Date 2060 |
| JATSX | Janus Henderson Glb Tech and Innovt S | Owns companies we recommend for divestment | 1 | 3 | 4 | 4 | X | Technology |
| JATTX | Janus Henderson Triton T | Owns companies we recommend for divestment | 3 | 3 | 1 | 4 | X | Small Growth |
| JATUX | JPMorgan SmartRetirement® Blend 2060 R4 | Owns companies we recommend for divestment | 42 | 40 | 73 | 53 | X | Target-Date 2060 |
| JAVA | JPMorgan Active Value ETF | Owns companies we recommend for divestment | 6 | 8 | 13 | 12 | X | Large Value |
| JAVAX | James Aggressive Allocation | Owns companies we recommend for divestment | 4 | 5 | 8 | 6 | X | Moderately Aggressive Allocation |
| JAVTX | Janus Henderson Venture T | Owns companies we recommend for divestment | 2 | 3 | 1 | 4 | X | Small Growth |
| JAWGX | Janus Henderson VIT Global Rsrch Instl | Owns companies we recommend for divestment | 2 | 4 | 8 | 6 | X | Global Large-Stock Growth |
| JAWWX | Janus Henderson Global Research T | Owns companies we recommend for divestment | 2 | 4 | 8 | 6 | X | Global Large-Stock Growth |
| JBAFX | JHancock Balanced R4 | Owns companies we recommend for divestment | 1 | 4 | 4 | 4 | X | Moderate Allocation |
| JBALX | Janus Henderson Balanced I | Owns companies we recommend for divestment | 4 | 5 | 8 | 8 | X | Moderate Allocation |
| JBATX | JHancock Balanced R2 | Owns companies we recommend for divestment | 1 | 4 | 4 | 4 | X | Moderate Allocation |
| JBAVX | JHancock Balanced R5 | Owns companies we recommend for divestment | 1 | 4 | 4 | 4 | X | Moderate Allocation |
| JBAWX | JHancock Balanced R6 | Owns companies we recommend for divestment | 1 | 4 | 4 | 4 | X | Moderate Allocation |
| JBGAX | JHancock Blue Chip Growth A | Owns companies we recommend for divestment | 1 | 3 | 6 | 5 | X | Large Growth |
| JBGCX | JHancock Blue Chip Growth C | Owns companies we recommend for divestment | 1 | 3 | 6 | 5 | X | Large Growth |
| JBSOX | JHancock New Opportunities C | Owns companies we recommend for divestment | 1 | 3 | 1 | 3 | X | Small Growth |
| JCAPX | Janus Henderson Forty I | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 4 | 4 | X | Large Growth |
| JCAVX | JHFunds2 Capital Appreciation Value NAV | Owns companies we recommend for divestment | 2 | 4 | 4 | 7 | X | Moderate Allocation |
| 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 |
| JCHI | JPMorgan Active China ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
| JCICX | JPMorgan U.S. GARP Equity C | Owns companies we recommend for divestment | 1 | 4 | 6 | 7 | X | Large Growth |
| JCLAX | JHancock Multimanager Lifestyle Agrsv C | Owns companies we recommend for divestment | 78 | 52 | 124 | 61 | X | Aggressive Allocation |
| JCLBX | JHancock Multimanager Lifestyle Bal C | Owns companies we recommend for divestment | 78 | 53 | 125 | 61 | X | Moderate Allocation |
| JCLGX | JHancock Multimanager Lifestyle Gr C | Owns companies we recommend for divestment | 78 | 52 | 125 | 61 | X | Moderately Aggressive Allocation |
| JCMAX | JPMorgan Mid Cap Equity A | Owns companies we recommend for divestment | 5 | 3 | 3 | 5 | X | Mid-Cap Blend |
| JCMVX | JPMorgan Mid Cap Value C | Owns companies we recommend for divestment | 3 | 3 | 2 | 3 | X | Mid-Cap Value |
| 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 |
| 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 |
| 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 |
| 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 |
| JCPRX | JPMorgan US Large Cap Core Plus R5 | Owns companies we recommend for divestment | 3 | 6 | 9 | 9 | X | Large Blend |
| JCSCX | Janus Henderson Small Cap Value C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Value |
| JCTR | JPMorgan Carbon Transition US Eq ETF | Owns companies we recommend for divestment | 6 | 12 | 14 | 15 | V | Large Blend |
| 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 |
| JDBAX | Janus Henderson Balanced A | Owns companies we recommend for divestment | 4 | 5 | 8 | 8 | X | Moderate Allocation |
| JDBRX | Janus Henderson Balanced R | Owns companies we recommend for divestment | 4 | 5 | 8 | 8 | X | Moderate Allocation |
| JDCAX | Janus Henderson Forty A | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 4 | 4 | X | Large Growth |
| JDCRX | Janus Henderson Forty R | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 4 | 4 | X | Large Growth |
| JDDVX | Janus Henderson U.S. Dividend Income D | Owns companies we recommend for divestment | 3 | 4 | 4 | 5 | X | Large Value |
| JDEAX | JPMorgan US Research Enhanced Equity A | Owns companies we recommend for divestment | 5 | 8 | 12 | 13 | X | Large Blend |
| JDERX | PGIM Jennison Mid-Cap Growth R | Owns companies we recommend for divestment | 2 | 0 | 0 | 2 | X | Mid-Cap Growth |
| JDESX | JPMorgan US Research Enhanced Equity I | Owns companies we recommend for divestment | 5 | 8 | 12 | 13 | X | Large Blend |
| JDEUX | JPMorgan US Research Enhanced Equity R6 | Owns companies we recommend for divestment | 5 | 8 | 12 | 13 | X | Large Blend |
| JDEZX | PGIM Jennison Global Equity Income Z | Owns companies we recommend for divestment | 2 | 3 | 3 | 2 | X | Global Large-Stock Value |
| JDIAX | Janus Henderson Overseas A | Owns companies we recommend for divestment | 1 | 0 | 2 | 0 | X | Foreign Large Blend |
| JDIBX | JHancock Disciplined Value Intl A | Owns companies we recommend for divestment | 1 | 1 | 3 | 2 | X | Foreign Large Value |
| JDICX | JHancock Disciplined Value Intl C | Owns companies we recommend for divestment | 1 | 1 | 3 | 2 | X | Foreign Large Value |
| 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 |
| JDISX | JHancock Disciplined Value Intl R2 | Owns companies we recommend for divestment | 1 | 1 | 3 | 2 | X | Foreign Large Value |
| JDITX | JHancock Disciplined Value Intl R4 | Owns companies we recommend for divestment | 1 | 1 | 3 | 2 | X | Foreign Large Value |
| JDIUX | JHancock Disciplined Value Intl R6 | Owns companies we recommend for divestment | 1 | 1 | 3 | 2 | X | Foreign Large Value |
| JDIV | JPMorgan Dividend Leaders ETF | Owns companies we recommend for divestment | 1 | 3 | 4 | 4 | X | Global Large-Stock Value |
| JDIVX | JHancock Disciplined Value Intl NAV | Owns companies we recommend for divestment | 1 | 1 | 3 | 2 | X | Foreign Large Value |
| JDMAX | Janus Henderson Enterprise A | 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 |
| JDNAX | Janus Henderson Growth And Income A | Owns companies we recommend for divestment | 5 | 4 | 8 | 9 | X | Large Blend |
| JDNNX | Janus Henderson Growth And Income N | Owns companies we recommend for divestment | 5 | 4 | 8 | 9 | X | Large Blend |
| JDNRX | Janus Henderson Growth And Income R | Owns companies we recommend for divestment | 5 | 4 | 8 | 9 | X | Large Blend |
| JDOC | JPMorgan Healthcare Leaders ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Health |
| JDPAX | Janus Henderson Mid Cap Value A | 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 |
| JDSAX | Janus Henderson Small Cap Value A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Value |
| JDSCX | JPMorgan Small Cap Blend I | Owns companies we recommend for divestment | 1 | 3 | 2 | 3 | X | Small Blend |
| 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 |
| JDURX | PGIM Jennison Utility R | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Utilities |
| JDVFX | JHancock Disciplined Value R4 | Owns companies we recommend for divestment | 4 | 2 | 4 | 5 | X | Large Value |
| JDVI | JHancock Discp Val Intl Sel ETF | Owns companies we recommend for divestment | 2 | 1 | 3 | 3 | X | Foreign Large Value |
| JDVIX | JHancock Disciplined Value Intl I | Owns companies we recommend for divestment | 1 | 1 | 3 | 2 | X | Foreign Large Value |
| JDVNX | JHancock Disciplined Value NAV | Owns companies we recommend for divestment | 4 | 2 | 4 | 5 | X | Large Value |
| JDVPX | JHancock Disciplined Value R2 | Owns companies we recommend for divestment | 4 | 2 | 4 | 5 | X | Large Value |
| JDVRX | PGIM Jennison Value R | Owns companies we recommend for divestment | 5 | 4 | 9 | 6 | X | Large Value |
| JDVVX | JHancock Disciplined Value R5 | Owns companies we recommend for divestment | 4 | 2 | 4 | 5 | X | Large Value |
| JDVWX | JHancock Disciplined Value R6 | Owns companies we recommend for divestment | 4 | 2 | 4 | 5 | X | Large Value |
| JDWAX | Janus Henderson Global Research A | Owns companies we recommend for divestment | 2 | 4 | 8 | 6 | X | Global Large-Stock Growth |
| JDWNX | Janus Henderson Global Research N | Owns companies we recommend for divestment | 2 | 4 | 8 | 6 | X | Global Large-Stock Growth |
| JDWRX | Janus Henderson Global Research R | Owns companies we recommend for divestment | 2 | 4 | 8 | 6 | X | Global Large-Stock Growth |
| 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 |
| JEEBX | JHancock Infrastructure A | 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 |
| 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 |
| 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 |
| JEMA | JPMorgan ActiveBuilders EM Eq ETF | Owns companies we recommend for divestment | 2 | 1 | 3 | 1 | 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 |
| JEMGX | JHancock Emerging Markets Equity R6 | 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 |
| JEMMX | JHancock Emerging Markets Equity I | 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 |
| 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 |
| JEMQX | JHancock Emerging Markets Equity A | Owns no companies in our database | 0 | 0 | 0 | 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 |
| 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 |
| JEMZX | JHancock Emerging Markets Equity C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| JENIX | Jensen Quality Growth I | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 4 | X | Large Blend |
| JENRX | Jensen Quality Growth R | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 4 | X | Large Blend |
| JENSX | Jensen Quality Growth J | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 4 | X | Large Blend |
| JENYX | Jensen Quality Growth Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 4 | X | Large Blend |
| JEPAX | JPMorgan Equity Premium Income A | Owns companies we recommend for divestment | 5 | 9 | 9 | 12 | X | Derivative Income |
| JEPCX | JPMorgan Equity Premium Income C | Owns companies we recommend for divestment | 5 | 9 | 9 | 12 | X | Derivative Income |
| JEPI | JPMorgan Equity Premium Income ETF | Owns companies we recommend for divestment | 6 | 9 | 10 | 12 | X | Derivative Income |
| JEPIX | JPMorgan Equity Premium Income I | Owns companies we recommend for divestment | 5 | 9 | 9 | 12 | X | Derivative Income |
| JEPQ | JPMorgan Nasdaq Equity Premium Inc ETF | Owns companies we recommend for divestment | 1 | 3 | 8 | 6 | X | Derivative Income |
| JEPRX | JPMorgan Equity Premium Income R6 | Owns companies we recommend for divestment | 5 | 9 | 9 | 12 | X | Derivative Income |
| JEPSX | JPMorgan Equity Premium Income R5 | Owns companies we recommend for divestment | 5 | 9 | 9 | 12 | X | Derivative Income |
| JEQIX | Johnson Equity Income | Owns companies we recommend for divestment | 2 | 4 | 4 | 6 | X | Large Blend |
| JEQSX | Johnson Equity Income S | Owns companies we recommend for divestment | 2 | 4 | 4 | 6 | X | Large Blend |
| JERAX | Janus Henderson Global Real Estate A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Global Real Estate |
| JERCX | Janus Henderson Global Real Estate C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Global Real Estate |
| JERIX | Janus Henderson Global Real Estate I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Global Real Estate |
| JERNX | Janus Henderson Global Real Estate N | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Global Real Estate |
| JERSX | Janus Henderson Global Real Estate S | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Global Real Estate |
| JERTX | Janus Henderson Global Real Estate T | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Global Real Estate |
| JESRX | JHancock Multimanager 2060 Lifetime R6 | Owns companies we recommend for divestment | 78 | 52 | 125 | 61 | X | Target-Date 2060 |
| 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 |
| JETAX | abrdn Global Equity Impact A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 2 | V | Global Large-Stock Growth |
| JETIX | abrdn Global Equity Impact Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 2 | 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 |
| JETS | US Global Jets ETF | Owns companies we recommend for divestment | 4 | 0 | 6 | 3 | X | Industrials |
| 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 |
| 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 |
| JEVAX | JHancock Disciplined Value Em Mkts Eq A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 3 | 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 | 3 | 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 | 3 | 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 | 3 | 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 | 3 | 0 | X | Diversified Emerging Mkts |
| JFACX | JHancock Fundamental All Cap Core R2 | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 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 | 3 | 2 | 6 | X | Large Blend |
| 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 |
| JFARX | JHancock Fundamental All Cap Core R4 | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 2 | 6 | X | Large Blend |
| JFBUX | JPMorgan Investor Growth & Income R6 | Owns companies we recommend for divestment | 26 | 27 | 41 | 39 | X | Moderate Allocation |
| JFCAX | JHancock Fundamental All Cap Core A | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 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 | 3 | 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 | 3 | 2 | 6 | X | Large Blend |
| JFDRX | JHancock Financial Industries R6 | Owns companies we recommend for divestment | 1 | 2 | 1 | 3 | X | Financial |
| JFEAX | JPMorgan Developed International Value A | Owns companies we recommend for divestment | 5 | 4 | 4 | 1 | X | Foreign Large Value |
| JFEIX | JPMorgan Europe Dynamic L | Owns companies we recommend for divestment | 1 | 1 | 0 | 2 | X | Europe Stock |
| JFESX | JPMorgan Europe Dynamic I | Owns companies we recommend for divestment | 1 | 1 | 0 | 2 | X | Europe Stock |
| JFFAX | JPMorgan SmartRetirement® 2055 A | Owns companies we recommend for divestment | 20 | 23 | 37 | 35 | X | Target-Date 2055 |
| JFFCX | JPMorgan SmartRetirement® 2055 C | Owns companies we recommend for divestment | 20 | 23 | 37 | 35 | X | Target-Date 2055 |
| JFFIX | JPMorgan SmartRetirement® 2055 R5 | Owns companies we recommend for divestment | 20 | 23 | 37 | 35 | X | Target-Date 2055 |
| JFFPX | JPMorgan SmartRetirement® 2055 R3 | Owns companies we recommend for divestment | 20 | 23 | 37 | 35 | X | Target-Date 2055 |
| JFFQX | JPMorgan SmartRetirement® 2055 R4 | Owns companies we recommend for divestment | 20 | 23 | 37 | 35 | X | Target-Date 2055 |
| JFFRX | JPMorgan SmartRetirement® 2055 R2 | Owns companies we recommend for divestment | 20 | 23 | 37 | 35 | X | Target-Date 2055 |
| JFFSX | JPMorgan SmartRetirement® 2055 I | Owns companies we recommend for divestment | 20 | 23 | 37 | 35 | X | Target-Date 2055 |
| JFFYX | JPMorgan SmartRetirement® 2055 R6 | Owns companies we recommend for divestment | 20 | 23 | 37 | 35 | X | Target-Date 2055 |
| JFGAX | JHancock Fundamental Global Fran A | Owns companies we recommend for divestment | 1 | 3 | 1 | 2 | X | Global Large-Stock Blend |
| JFGFX | JHancock Fundamental Global Franchise R6 | Owns companies we recommend for divestment | 1 | 3 | 1 | 2 | X | Global Large-Stock Blend |
| JFGIX | JHancock Fundamental Global Fran I | Owns companies we recommend for divestment | 1 | 3 | 1 | 2 | X | Global Large-Stock Blend |
| JFIFX | JHancock Financial Industries I | Owns companies we recommend for divestment | 1 | 2 | 1 | 3 | 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 |
| 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 |
| JFRDX | Janus Henderson Forty D | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 4 | 4 | X | Large Growth |
| JFRNX | Janus Henderson Forty N | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 4 | 4 | X | Large Growth |
| JFTUX | JPMorgan Investor Growth R6 | Owns companies we recommend for divestment | 26 | 27 | 41 | 39 | X | Aggressive Allocation |
| JGACX | JPMorgan Growth Advantage C | Owns companies we recommend for divestment | 1 | 3 | 4 | 5 | X | Large Growth |
| JGAQX | JPMorgan Value Advantage R2 | Owns companies we recommend for divestment | 5 | 4 | 11 | 6 | X | Large Value |
| JGASX | JPMorgan Growth Advantage I | Owns companies we recommend for divestment | 1 | 3 | 4 | 5 | X | Large Growth |
| JGAVX | JPMorgan US Value R3 | Owns companies we recommend for divestment | 4 | 5 | 9 | 8 | X | Large Value |
| JGCAX | Janus Henderson Global Allocation Gr A | Owns companies we recommend for divestment | 28 | 29 | 39 | 33 | X | Global Allocation |
| JGCCX | Janus Henderson Global Allocation Gr C | Owns companies we recommend for divestment | 28 | 29 | 39 | 33 | X | Global Allocation |
| JGCIX | Janus Henderson Global Allocation Gr I | Owns companies we recommend for divestment | 28 | 29 | 39 | 33 | X | Global Allocation |
| JGCSX | Janus Henderson Global Allocation Gr S | Owns companies we recommend for divestment | 28 | 29 | 39 | 33 | X | Global Allocation |
| JGECX | JHancock Global Equity C | Owns companies we recommend for divestment | 1 | 4 | 3 | 6 | X | Global Large-Stock Value |
| JGEFX | JHancock Global Equity I | Owns companies we recommend for divestment | 1 | 4 | 3 | 6 | X | Global Large-Stock Value |
| JGEMX | JHancock Global Equity R6 | Owns companies we recommend for divestment | 1 | 4 | 3 | 6 | X | Global Large-Stock Value |
| JGERX | JHancock Global Equity R2 | Owns companies we recommend for divestment | 1 | 4 | 3 | 6 | X | Global Large-Stock Value |
| JGETX | JHancock Global Equity R4 | Owns companies we recommend for divestment | 1 | 4 | 3 | 6 | X | Global Large-Stock Value |
| JGHTX | JHancock Multimanager 2060 Lifetime R5 | Owns companies we recommend for divestment | 78 | 52 | 125 | 61 | X | Target-Date 2060 |
| JGICX | Janus Henderson Growth And Income C | Owns companies we recommend for divestment | 5 | 4 | 8 | 9 | X | Large Blend |
| JGINX | Janus Henderson Growth And Income I | Owns companies we recommend for divestment | 5 | 4 | 8 | 9 | X | Large Blend |
| JGIRX | JPMorgan U.S. GARP Equity R5 | Owns companies we recommend for divestment | 1 | 4 | 6 | 7 | X | Large Growth |
| JGISX | JPMorgan U.S. GARP Equity R6 | Owns companies we recommend for divestment | 1 | 4 | 6 | 7 | X | Large Growth |
| JGLO | JPMorgan Global Select Equity ETF | Owns companies we recommend for divestment | 1 | 4 | 3 | 7 | X | Global Large-Stock Blend |
| JGLTX | Janus Henderson VIT Glb Tech&Innvt Instl | Owns companies we recommend for divestment | 1 | 3 | 4 | 4 | X | Technology |
| 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 |
| 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 |
| JGMIX | Janus Henderson Triton S | 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 |
| JGQIX | Jensen Global Quality Growth I | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 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 | 1 | 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 | 1 | 1 | 4 | X | Global Large-Stock Growth |
| JGRCX | Janus Henderson Enterprise C | Owns companies we recommend for divestment | 3 | 1 | 1 | 4 | X | Mid-Cap Growth |
| JGRJX | JPMorgan Growth Advantage R2 | Owns companies we recommend for divestment | 1 | 3 | 4 | 5 | X | Large Growth |
| JGRO | JPMorgan Active Growth ETF | Owns companies we recommend for divestment | 1 | 6 | 7 | 7 | X | Large 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 |
| JGRRX | JAG Large Cap Growth R | Owns companies we recommend for divestment | 1 | 4 | 3 | 4 | X | Large Growth |
| JGRSX | JHancock Global Shareholder Yield R6 | Owns companies we recommend for divestment | 5 | 5 | 10 | 7 | X | Global Large-Stock Value |
| JGRTX | Janus Henderson Enterprise S | Owns companies we recommend for divestment | 3 | 1 | 1 | 4 | X | Mid-Cap Growth |
| JGRUX | JPMorgan US Value R4 | Owns companies we recommend for divestment | 4 | 5 | 9 | 8 | X | Large Value |
| JGRW | Jensen Quality Growth ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 4 | X | Large Blend |
| 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 |
| JGSRX | JHancock Global Shareholder Yield R2 | Owns companies we recommend for divestment | 5 | 5 | 10 | 7 | X | Global Large-Stock Value |
| 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 |
| JGTTX | JPMorgan Growth Advantage R3 | Owns companies we recommend for divestment | 1 | 3 | 4 | 5 | X | Large Growth |
| JGTUX | JPMorgan Growth Advantage R4 | Owns companies we recommend for divestment | 1 | 3 | 4 | 5 | X | Large Growth |
| JGVRX | JPMorgan Growth Advantage R5 | Owns companies we recommend for divestment | 1 | 3 | 4 | 5 | X | Large Growth |
| JGVVX | JPMorgan Growth Advantage R6 | Owns companies we recommend for divestment | 1 | 3 | 4 | 5 | X | Large Growth |
| JGYAX | JHancock Global Shareholder Yield A | Owns companies we recommend for divestment | 5 | 5 | 10 | 7 | X | Global Large-Stock Value |
| JGYCX | JHancock Global Shareholder Yield C | Owns companies we recommend for divestment | 5 | 5 | 10 | 7 | X | Global Large-Stock Value |
| JGYIX | JHancock Global Shareholder Yield I | Owns companies we recommend for divestment | 5 | 5 | 10 | 7 | X | Global Large-Stock Value |
| JHAAX | JHancock Multi-Asset Absolute Return A | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 5 | 3 | X | Tactical Allocation |
| JHAC | JHancock Fundamental All Cap Core ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 2 | 6 | X | Large Blend |
| JHACX | JHancock Multi-Asset Absolute Return C | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 5 | 3 | X | Tactical Allocation |
| JHAIX | JHancock Multi-Asset Absolute Return I | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 5 | 3 | X | Tactical Allocation |
| JHARX | JHancock Multi-Asset Absolute Return R2 | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 5 | 3 | X | Tactical Allocation |
| JHASX | JHancock Multi-Asset Absolute Return R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 5 | 3 | X | Tactical Allocation |
| JHATX | JHancock International Small Company NAV | Owns companies we recommend for divestment | 15 | 4 | 24 | 1 | X | Foreign Small/Mid Blend |
| JHAVX | JHancock 2030 Lifetime Blend Pft A | Owns companies we recommend for divestment | 73 | 51 | 127 | 60 | X | Target-Date 2030 |
| JHAYX | JHancock 2035 Lifetime Blend Pft A | Owns companies we recommend for divestment | 73 | 51 | 127 | 60 | X | Target-Date 2035 |
| JHBAX | JHancock 2040 Lifetime Blend Pft A | Owns companies we recommend for divestment | 73 | 51 | 127 | 60 | X | Target-Date 2040 |
| JHBCX | JHancock Blue Chip Growth NAV | Owns companies we recommend for divestment | 1 | 3 | 6 | 5 | X | Large Growth |
| JHBEX | JHancock 2045 Lifetime Blend Pft A | Owns companies we recommend for divestment | 73 | 51 | 127 | 60 | X | Target-Date 2045 |
| JHBFX | JHancock 2050 Lifetime Blend Pft A | Owns companies we recommend for divestment | 73 | 51 | 127 | 60 | X | Target-Date 2050 |
| JHBJX | JHancock 2055 Lifetime Blend Pft A | Owns companies we recommend for divestment | 73 | 51 | 127 | 60 | X | Target-Date 2055 |
| JHBKX | JHancock 2060 Lifetime Blend Pft A | Owns companies we recommend for divestment | 73 | 51 | 127 | 60 | X | Target-Date 2060 |
| JHBLX | JHancock 2065 Lifetime Blend Pft A | Owns companies we recommend for divestment | 73 | 51 | 127 | 60 | X | Target-Date 2065+ |
| JHCPX | JHFunds2 Capital Appreciation NAV | Owns companies we recommend for divestment | 2 | 4 | 7 | 5 | X | Large Growth |
| JHDAX | JPMorgan Hedged Equity 2 A | Owns companies we recommend for divestment | 5 | 8 | 12 | 13 | X | Equity Hedged |
| JHDCX | JPMorgan Hedged Equity 2 C | Owns companies we recommend for divestment | 5 | 8 | 12 | 13 | X | Equity Hedged |
| JHDFX | JPMorgan Hedged Equity 2 R5 | Owns companies we recommend for divestment | 5 | 8 | 12 | 13 | X | Equity Hedged |
| JHDRX | JPMorgan Hedged Equity 2 R6 | Owns companies we recommend for divestment | 5 | 8 | 12 | 13 | X | Equity Hedged |
| JHDV | JHancock U.S. High Dividend ETF | Owns companies we recommend for divestment | 2 | 4 | 5 | 4 | X | Large Value |
| JHEIX | JHancock Equity Income A | Owns companies we recommend for divestment | 4 | 6 | 8 | 6 | X | Large Value |
| JHEM | JHancock Multifactor Em Mkts ETF | Owns companies we recommend for divestment | 1 | 0 | 6 | 0 | X | Diversified Emerging Mkts |
| JHEQX | JPMorgan Hedged Equity I | Owns companies we recommend for divestment | 5 | 8 | 12 | 13 | X | Equity Hedged |
| JHERX | JHancock Equity Income C | Owns companies we recommend for divestment | 4 | 6 | 8 | 6 | X | Large Value |
| JHFEX | JHancock Fundamental Equity Inc I | Owns companies we recommend for divestment | 2 | 4 | 5 | 6 | X | Large Value |
| JHGEX | JHancock Global Equity A | Owns companies we recommend for divestment | 1 | 4 | 3 | 6 | X | Global Large-Stock Value |
| JHID | JHancock International High Dividend ETF | Owns companies we recommend for divestment | 2 | 1 | 6 | 2 | X | Foreign Large Value |
| JHIGX | JHancock International Growth R2 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 2 | X | Foreign Large Growth |
| JHIKX | JHancock 2060 Lifetime Blend Pft R4 | Owns companies we recommend for divestment | 73 | 51 | 127 | 60 | X | Target-Date 2060 |
| 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 |
| JHJAX | JHancock ESG Large Cap Core A | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 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 | 4 | 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 | 4 | 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 | 4 | 1 | 4 | V | Large Blend |
| JHLAX | JHancock Multimanager Lifestyle Bal 5 | Owns companies we recommend for divestment | 78 | 53 | 125 | 61 | X | Moderate Allocation |
| JHLGX | JHancock Multimanager Lifestyle Gr 5 | Owns companies we recommend for divestment | 78 | 52 | 125 | 61 | X | Moderately Aggressive Allocation |
| JHLVX | JHancock Fundamental Large Cap Core C | Owns companies we recommend for divestment | 3 | 4 | 5 | 9 | X | Large Blend |
| JHMD | JHancock Multifactor Developed Intl ETF | Owns companies we recommend for divestment | 12 | 4 | 25 | 9 | X | Foreign Large Blend |
| JHML | JHancock Multifactor Large Cap ETF | Owns companies we recommend for divestment | 22 | 22 | 30 | 33 | X | Large Blend |
| JHMM | JHancock Multifactor Mid Cap ETF | Owns companies we recommend for divestment | 11 | 12 | 8 | 18 | X | Mid-Cap Blend |
| JHQAX | JPMorgan Hedged Equity A | Owns companies we recommend for divestment | 5 | 8 | 12 | 13 | X | Equity Hedged |
| JHQCX | JPMorgan Hedged Equity C | Owns companies we recommend for divestment | 5 | 8 | 12 | 13 | X | Equity Hedged |
| JHQDX | JPMorgan Hedged Equity 2 I | Owns companies we recommend for divestment | 5 | 8 | 12 | 13 | X | Equity Hedged |
| JHQPX | JPMorgan Hedged Equity R5 | Owns companies we recommend for divestment | 5 | 8 | 12 | 13 | X | Equity Hedged |
| JHQRX | JPMorgan Hedged Equity R6 | Owns companies we recommend for divestment | 5 | 8 | 12 | 13 | X | Equity Hedged |
| JHQTX | JPMorgan Hedged Equity 3 I | Owns companies we recommend for divestment | 5 | 8 | 12 | 13 | X | Equity Hedged |
| JHRDX | JHancock Multimanager 2040 Lifetime I | Owns companies we recommend for divestment | 78 | 52 | 127 | 61 | X | Target-Date 2040 |
| JHRGX | JHancock Multimanager 2030 Lifetime I | Owns companies we recommend for divestment | 78 | 52 | 127 | 61 | X | Target-Date 2030 |
| JHRMX | JHancock Multimanager 2035 Lifetime I | Owns companies we recommend for divestment | 78 | 52 | 127 | 61 | X | Target-Date 2035 |
| JHROX | JHancock Multimanager 2045 Lifetime I | Owns companies we recommend for divestment | 78 | 52 | 126 | 61 | X | Target-Date 2045 |
| JHRPX | JHancock Multimanager 2050 Lifetime I | Owns companies we recommend for divestment | 78 | 52 | 125 | 61 | X | Target-Date 2050 |
| JHRTX | JHancock Multimanager 2055 Lifetime I | Owns companies we recommend for divestment | 78 | 52 | 125 | 61 | X | Target-Date 2055 |
| JHSC | JHancock Multifactor Small Cap ETF | Owns companies we recommend for divestment | 1 | 4 | 2 | 5 | X | Small Blend |
| JHSGX | JHancock U.S. Growth R4 | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 4 | X | Large Growth |
| JHSMX | JHancock International Small Company R6 | Owns companies we recommend for divestment | 15 | 4 | 24 | 1 | X | Foreign Small/Mid Blend |
| JHSOX | JHancock New Opportunities I | Owns companies we recommend for divestment | 1 | 3 | 1 | 3 | X | Small Growth |
| JHTAX | JPMorgan Hedged Equity 3 A | Owns companies we recommend for divestment | 5 | 8 | 12 | 13 | X | Equity Hedged |
| JHTCX | JPMorgan Hedged Equity 3 C | Owns companies we recommend for divestment | 5 | 8 | 12 | 13 | X | Equity Hedged |
| JHTGX | JPMorgan Hedged Equity 3 R5 | Owns companies we recommend for divestment | 5 | 8 | 12 | 13 | X | Equity Hedged |
| JHTRX | JPMorgan Hedged Equity 3 R6 | Owns companies we recommend for divestment | 5 | 8 | 12 | 13 | X | Equity Hedged |
| 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 |
| 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 |
| 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 |
| JIBCX | JHancock Blue Chip Growth 1 | Owns companies we recommend for divestment | 1 | 3 | 6 | 5 | X | Large Growth |
| JIBOX | JHancock Lifestyle Blend Bal Pft 1 | Owns companies we recommend for divestment | 73 | 51 | 127 | 60 | X | Moderate Allocation |
| JIBRX | JHancock Lifestyle Blend Bal Pft R6 | Owns companies we recommend for divestment | 73 | 51 | 127 | 60 | X | Moderate Allocation |
| JICAX | JPMorgan US Sustainable Leaders A | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 2 | 6 | V | Large Blend |
| JICCX | JPMorgan US Sustainable Leaders C | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 2 | 6 | V | Large Blend |
| JICPX | JHFunds2 Capital Appreciation 1 | Owns companies we recommend for divestment | 2 | 4 | 7 | 5 | X | Large Growth |
| JIDVX | Janus Henderson U.S. Dividend Income I | Owns companies we recommend for divestment | 3 | 4 | 4 | 5 | X | Large Value |
| JIECX | JPMorgan International Equity C | Owns companies we recommend for divestment | 1 | 1 | 4 | 3 | X | Foreign Large Blend |
| JIEHX | JHancock 2060 Lifetime Blend Pft R6 | Owns companies we recommend for divestment | 73 | 51 | 127 | 60 | X | Target-Date 2060 |
| JIEIX | abrdn Emerging Markets Dividend Class I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| JIEMX | JHancock Equity Income 1 | Owns companies we recommend for divestment | 4 | 6 | 8 | 6 | X | Large Value |
| JIERX | JPMorgan International Equity R5 | Owns companies we recommend for divestment | 1 | 1 | 4 | 3 | X | Foreign Large Blend |
| JIESX | JPMorgan Developed International Value I | Owns companies we recommend for divestment | 5 | 4 | 4 | 1 | X | Foreign Large Value |
| JIEZX | JPMorgan International Equity R2 | Owns companies we recommend for divestment | 1 | 1 | 4 | 3 | 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 |
| JIGAX | JPMorgan U.S. GARP Equity A | Owns companies we recommend for divestment | 1 | 4 | 6 | 7 | X | Large Growth |
| JIGCX | Janus Henderson Overseas C | 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 |
| JIGHX | JHancock International Growth NAV | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 2 | X | Foreign Large Growth |
| JIGIX | JHancock International Growth R4 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 2 | X | Foreign Large Growth |
| JIGRX | Janus Henderson Overseas S | Owns companies we recommend for divestment | 1 | 0 | 2 | 0 | X | Foreign Large Blend |
| JIGTX | JHancock International Growth R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 2 | X | Foreign Large Growth |
| JIGZX | JPMorgan U.S. GARP Equity R2 | Owns companies we recommend for divestment | 1 | 4 | 6 | 7 | X | Large Growth |
| JIHAX | JPMorgan International Hedged Equity A | Owns companies we recommend for divestment | 4 | 2 | 9 | 5 | X | Equity Hedged |
| JIHCX | JPMorgan International Hedged Equity C | Owns companies we recommend for divestment | 4 | 2 | 9 | 5 | X | Equity Hedged |
| JIHIX | JPMorgan International Hedged Equity I | Owns companies we recommend for divestment | 4 | 2 | 9 | 5 | X | Equity Hedged |
| JIHRX | JPMorgan International Hedged Equity R6 | Owns companies we recommend for divestment | 4 | 2 | 9 | 5 | X | Equity Hedged |
| JIIGX | JPMorgan US Sustainable Leaders R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 2 | 6 | V | Large Blend |
| JIIOX | JHancock Lifestyle Blend Agrsv Pft 1 | Owns companies we recommend for divestment | 73 | 51 | 127 | 60 | X | Aggressive Allocation |
| JIIRX | JHancock Lifestyle Blend Agrsv Pft R6 | Owns companies we recommend for divestment | 73 | 51 | 127 | 60 | X | Aggressive Allocation |
| JIISX | JPMorgan US Sustainable Leaders I | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 2 | 6 | V | Large Blend |
| 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 |
| JIJRX | JHancock International Dynamic Gr R6 | Owns companies we recommend for divestment | 3 | 1 | 4 | 3 | X | Foreign Large Growth |
| JILAX | JHancock Multimanager Lifestyle Agrsv 1 | Owns companies we recommend for divestment | 78 | 52 | 124 | 61 | X | Aggressive Allocation |
| JILBX | JHancock Multimanager Lifestyle Bal 1 | Owns companies we recommend for divestment | 78 | 53 | 125 | 61 | X | Moderate Allocation |
| JILGX | JHancock Multimanager Lifestyle Gr 1 | Owns companies we recommend for divestment | 78 | 52 | 125 | 61 | X | Moderately Aggressive Allocation |
| JINTX | Johnson International | Owns companies we recommend for divestment | 2 | 1 | 7 | 3 | X | Foreign Large Value |
| JIRE | JPMorgan International Rsrch Enh Eq ETF | Owns companies we recommend for divestment | 4 | 2 | 9 | 4 | X | Foreign Large Blend |
| JIREX | JHancock Real Estate Securities 1 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| JISAX | JHancock International Small Company A | Owns companies we recommend for divestment | 15 | 4 | 24 | 1 | X | Foreign Small/Mid Blend |
| JISCX | Janus Henderson Small Cap Value S | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Value |
| JISDX | JHancock International Small Company C | Owns companies we recommend for divestment | 15 | 4 | 24 | 1 | X | Foreign Small/Mid Blend |
| 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 |
| JISOX | JHancock New Opportunities 1 | Owns companies we recommend for divestment | 1 | 3 | 1 | 3 | X | Small Growth |
| JIUCX | JPMorgan Developed International Value C | Owns companies we recommend for divestment | 5 | 4 | 4 | 1 | X | Foreign Large Value |
| JIVAX | JPMorgan U.S. Applied Data Sci Val A | Owns companies we recommend for divestment | 5 | 7 | 6 | 9 | X | Large Value |
| JIVCX | JPMorgan U.S. Applied Data Sci Val C | Owns companies we recommend for divestment | 5 | 7 | 6 | 9 | X | Large Value |
| JIVE | JPMorgan International Value ETF | Owns companies we recommend for divestment | 4 | 4 | 6 | 1 | X | Foreign Large Value |
| JIVMX | JPMorgan U.S. Applied Data Sci Val R6 | Owns companies we recommend for divestment | 5 | 7 | 6 | 9 | X | Large Value |
| JIVRX | JPMorgan U.S. Applied Data Sci Val R5 | Owns companies we recommend for divestment | 5 | 7 | 6 | 9 | X | Large Value |
| JIVZX | JPMorgan U.S. Applied Data Sci Val R2 | Owns companies we recommend for divestment | 5 | 7 | 6 | 9 | X | Large Value |
| JJERX | JHancock Multimanager 2060 Lifetime A | Owns companies we recommend for divestment | 78 | 52 | 125 | 61 | X | Target-Date 2060 |
| JLCAX | JPMorgan US Large Cap Core Plus A | Owns companies we recommend for divestment | 3 | 6 | 9 | 9 | X | Large Blend |
| JLCFX | JHancock Fundamental Large Cap Core R4 | Owns companies we recommend for divestment | 3 | 4 | 5 | 9 | X | Large Blend |
| JLCVX | JHancock Fundamental Large Cap Core R5 | Owns companies we recommend for divestment | 3 | 4 | 5 | 9 | X | Large Blend |
| JLCWX | JHancock Fundamental Large Cap Core R6 | Owns companies we recommend for divestment | 3 | 4 | 5 | 9 | X | Large Blend |
| JLCYX | JHancock Fundamental Large Cap Core R2 | Owns companies we recommend for divestment | 3 | 4 | 5 | 9 | X | Large Blend |
| JLFAX | JHancock Multimanager 2030 Lifetime A | Owns companies we recommend for divestment | 78 | 52 | 127 | 61 | X | Target-Date 2030 |
| JLFEX | JHancock Multimanager 2030 Lifetime R2 | Owns companies we recommend for divestment | 78 | 52 | 127 | 61 | X | Target-Date 2030 |
| JLFGX | JHancock Multimanager 2030 Lifetime R4 | Owns companies we recommend for divestment | 78 | 52 | 127 | 61 | X | Target-Date 2030 |
| JLFHX | JHancock Multimanager 2030 Lifetime R5 | Owns companies we recommend for divestment | 78 | 52 | 127 | 61 | X | Target-Date 2030 |
| JLFIX | JHancock Multimanager 2030 Lifetime R6 | Owns companies we recommend for divestment | 78 | 52 | 127 | 61 | X | Target-Date 2030 |
| JLFOX | JHancock Multimanager 2030 Lifetime 1 | Owns companies we recommend for divestment | 78 | 52 | 127 | 61 | X | Target-Date 2030 |
| JLFSX | JHancock Global Climate Action I | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 5 | V | Global Large-Stock Blend |
| JLGAX | JAG Large Cap Growth A | Owns companies we recommend for divestment | 1 | 4 | 3 | 4 | X | Large Growth |
| JLGIX | JAG Large Cap Growth I | Owns companies we recommend for divestment | 1 | 4 | 3 | 4 | X | Large Growth |
| JLGMX | JPMorgan Large Cap Growth R6 | Owns companies we recommend for divestment | 0 | 5 | 7 | 6 | X | Large Growth |
| JLGOX | JHancock Lifestyle Blend Growth Pft 1 | Owns companies we recommend for divestment | 73 | 51 | 127 | 60 | X | Moderately Aggressive Allocation |
| JLGPX | JPMorgan Large Cap Growth R3 | Owns companies we recommend for divestment | 0 | 5 | 7 | 6 | X | Large Growth |
| JLGQX | JPMorgan Large Cap Growth R4 | Owns companies we recommend for divestment | 0 | 5 | 7 | 6 | X | Large Growth |
| JLGRX | JPMorgan Large Cap Growth R5 | Owns companies we recommend for divestment | 0 | 5 | 7 | 6 | X | Large Growth |
| JLGSX | JHancock Lifestyle Blend Growth Pft R6 | Owns companies we recommend for divestment | 73 | 51 | 127 | 60 | X | Moderately Aggressive Allocation |
| JLGZX | JPMorgan Large Cap Growth R2 | Owns companies we recommend for divestment | 0 | 5 | 7 | 6 | X | Large Growth |
| JLHAX | JHancock Multimanager 2035 Lifetime A | Owns companies we recommend for divestment | 78 | 52 | 127 | 61 | X | Target-Date 2035 |
| JLHEX | JHancock Multimanager 2035 Lifetime R2 | Owns companies we recommend for divestment | 78 | 52 | 127 | 61 | X | Target-Date 2035 |
| JLHGX | JHancock Multimanager 2035 Lifetime R4 | Owns companies we recommend for divestment | 78 | 52 | 127 | 61 | X | Target-Date 2035 |
| JLHHX | JHancock Multimanager 2035 Lifetime R5 | Owns companies we recommend for divestment | 78 | 52 | 127 | 61 | X | Target-Date 2035 |
| JLHIX | JHancock Multimanager 2035 Lifetime R6 | Owns companies we recommend for divestment | 78 | 52 | 127 | 61 | X | Target-Date 2035 |
| JLHOX | JHancock Multimanager 2035 Lifetime 1 | Owns companies we recommend for divestment | 78 | 52 | 127 | 61 | X | Target-Date 2035 |
| JLIAX | JHancock Multimanager 2040 Lifetime A | Owns companies we recommend for divestment | 78 | 52 | 127 | 61 | X | Target-Date 2040 |
| JLIEX | JHancock Multimanager 2040 Lifetime R2 | Owns companies we recommend for divestment | 78 | 52 | 127 | 61 | X | Target-Date 2040 |
| JLIGX | JHancock Multimanager 2040 Lifetime R4 | Owns companies we recommend for divestment | 78 | 52 | 127 | 61 | X | Target-Date 2040 |
| JLIHX | JHancock Multimanager 2040 Lifetime R5 | Owns companies we recommend for divestment | 78 | 52 | 127 | 61 | X | Target-Date 2040 |
| JLIIX | JHancock Multimanager 2040 Lifetime R6 | Owns companies we recommend for divestment | 78 | 52 | 127 | 61 | X | Target-Date 2040 |
| JLIOX | JHancock Multimanager 2040 Lifetime 1 | Owns companies we recommend for divestment | 78 | 52 | 127 | 61 | X | Target-Date 2040 |
| JLJAX | JHancock Multimanager 2045 Lifetime A | Owns companies we recommend for divestment | 78 | 52 | 126 | 61 | X | Target-Date 2045 |
| JLJEX | JHancock Multimanager 2045 Lifetime R2 | Owns companies we recommend for divestment | 78 | 52 | 126 | 61 | X | Target-Date 2045 |
| JLJGX | JHancock Multimanager 2045 Lifetime R4 | Owns companies we recommend for divestment | 78 | 52 | 126 | 61 | X | Target-Date 2045 |
| JLJHX | JHancock Multimanager 2045 Lifetime R5 | Owns companies we recommend for divestment | 78 | 52 | 126 | 61 | X | Target-Date 2045 |
| JLJIX | JHancock Multimanager 2045 Lifetime R6 | Owns companies we recommend for divestment | 78 | 52 | 126 | 61 | X | Target-Date 2045 |
| JLJOX | JHancock Multimanager 2045 Lifetime 1 | Owns companies we recommend for divestment | 78 | 52 | 126 | 61 | X | Target-Date 2045 |
| JLKAX | JHancock Multimanager 2050 Lifetime A | Owns companies we recommend for divestment | 78 | 52 | 125 | 61 | X | Target-Date 2050 |
| JLKEX | JHancock Multimanager 2050 Lifetime R2 | Owns companies we recommend for divestment | 78 | 52 | 125 | 61 | X | Target-Date 2050 |
| JLKGX | JHancock Multimanager 2050 Lifetime R4 | Owns companies we recommend for divestment | 78 | 52 | 125 | 61 | X | Target-Date 2050 |
| JLKHX | JHancock Multimanager 2050 Lifetime R5 | Owns companies we recommend for divestment | 78 | 52 | 125 | 61 | X | Target-Date 2050 |
| JLKLX | JHancock Multimanager 2055 Lifetime A | Owns companies we recommend for divestment | 78 | 52 | 125 | 61 | X | Target-Date 2055 |
| JLKNX | JHancock Multimanager 2055 Lifetime R2 | Owns companies we recommend for divestment | 78 | 52 | 125 | 61 | X | Target-Date 2055 |
| JLKOX | JHancock Multimanager 2050 Lifetime 1 | Owns companies we recommend for divestment | 78 | 52 | 125 | 61 | X | Target-Date 2050 |
| JLKQX | JHancock Multimanager 2055 Lifetime R4 | Owns companies we recommend for divestment | 78 | 52 | 125 | 61 | X | Target-Date 2055 |
| JLKRX | JHancock Multimanager 2050 Lifetime R6 | Owns companies we recommend for divestment | 78 | 52 | 125 | 61 | X | Target-Date 2050 |
| JLKSX | JHancock Multimanager 2055 Lifetime R5 | Owns companies we recommend for divestment | 78 | 52 | 125 | 61 | X | Target-Date 2055 |
| JLKTX | JHancock Multimanager 2055 Lifetime R6 | Owns companies we recommend for divestment | 78 | 52 | 125 | 61 | X | Target-Date 2055 |
| JLKUX | JHancock Multimanager 2055 Lifetime 1 | Owns companies we recommend for divestment | 78 | 52 | 125 | 61 | X | Target-Date 2055 |
| JLKWX | JHancock 2055 Lifetime Blend Pft R4 | Owns companies we recommend for divestment | 73 | 51 | 127 | 60 | X | Target-Date 2055 |
| JLKYX | JHancock 2055 Lifetime Blend Pft R6 | Owns companies we recommend for divestment | 73 | 51 | 127 | 60 | X | Target-Date 2055 |
| JLKZX | JHancock 2055 Lifetime Blend Pft 1 | Owns companies we recommend for divestment | 73 | 51 | 127 | 60 | X | Target-Date 2055 |
| JLPCX | JPMorgan US Large Cap Core Plus C | Owns companies we recommend for divestment | 3 | 6 | 9 | 9 | X | Large Blend |
| JLPSX | JPMorgan US Large Cap Core Plus I | Owns companies we recommend for divestment | 3 | 6 | 9 | 9 | X | Large Blend |
| JLPYX | JPMorgan US Large Cap Core Plus R6 | Owns companies we recommend for divestment | 3 | 6 | 9 | 9 | X | Large Blend |
| JLPZX | JPMorgan US Large Cap Core Plus R2 | Owns companies we recommend for divestment | 3 | 6 | 9 | 9 | X | Large Blend |
| JLVIX | JHancock Fundamental Large Cap Core I | Owns companies we recommend for divestment | 3 | 4 | 5 | 9 | X | Large Blend |
| JLVMX | JPMorgan Large Cap Value R6 | Owns companies we recommend for divestment | 3 | 5 | 6 | 3 | X | Large Value |
| JLVRX | JPMorgan Large Cap Value R5 | Owns companies we recommend for divestment | 3 | 5 | 6 | 3 | X | Large Value |
| JLVZX | JPMorgan Large Cap Value R2 | Owns companies we recommend for divestment | 3 | 5 | 6 | 3 | X | Large Value |
| JMBRX | JPMorgan SmartRetirement® Blend 2045 R5 | Owns companies we recommend for divestment | 42 | 40 | 73 | 53 | X | Target-Date 2045 |
| JMCCX | JPMorgan Mid Cap Equity C | Owns companies we recommend for divestment | 5 | 3 | 3 | 5 | X | Mid-Cap Blend |
| JMCEX | JPMorgan Mid Cap Equity R2 | Owns companies we recommend for divestment | 5 | 3 | 3 | 5 | X | Mid-Cap Blend |
| JMCGX | Jacob Discovery Fd Inv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Blend |
| JMCRX | James Micro Cap | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Small Value |
| JMCVX | Janus Henderson Mid Cap Value T | Owns companies we recommend for divestment | 2 | 4 | 1 | 2 | X | Mid-Cap Value |
| JMEE | JPMorgan Small & Mid Cap Enh Eq ETF | Owns companies we recommend for divestment | 7 | 11 | 6 | 14 | X | Small Blend |
| JMEEX | JPMorgan Mid Cap Equity R5 | Owns companies we recommend for divestment | 5 | 3 | 3 | 5 | X | Mid-Cap Blend |
| JMENX | JHancock Multimanager 2060 Lifetime I | Owns companies we recommend for divestment | 78 | 52 | 125 | 61 | X | Target-Date 2060 |
| JMGFX | JPMorgan Mid Cap Growth R5 | Owns companies we recommend for divestment | 3 | 0 | 1 | 3 | X | Mid-Cap Growth |
| JMGMX | JPMorgan Mid Cap Growth R6 | Owns companies we recommend for divestment | 3 | 0 | 1 | 3 | X | Mid-Cap Growth |
| JMGPX | JPMorgan Mid Cap Growth R3 | Owns companies we recommend for divestment | 3 | 0 | 1 | 3 | X | Mid-Cap Growth |
| JMGQX | JPMorgan Mid Cap Growth R4 | Owns companies we recommend for divestment | 3 | 0 | 1 | 3 | X | Mid-Cap Growth |
| JMGRX | Janus Henderson Enterprise I | Owns companies we recommend for divestment | 3 | 1 | 1 | 4 | X | Mid-Cap Growth |
| JMGZX | JPMorgan Mid Cap Growth R2 | Owns companies we recommend for divestment | 3 | 0 | 1 | 3 | X | Mid-Cap Growth |
| JMID | Janus Henderson Mid Cap Growth Alpha ETF | Owns companies we recommend for divestment | 3 | 3 | 4 | 4 | X | Mid-Cap Growth |
| 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 |
| JMIGX | Jacob Discovery Fd Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Blend |
| JMOAX | Janus Henderson Global Allocation Mod A | Owns companies we recommend for divestment | 28 | 29 | 39 | 33 | X | Global Allocation |
| JMOCX | Janus Henderson Global Allocation Mod C | Owns companies we recommend for divestment | 28 | 29 | 39 | 33 | X | Global Allocation |
| JMOIX | Janus Henderson Global Allocation Mod I | Owns companies we recommend for divestment | 28 | 29 | 39 | 33 | X | Global Allocation |
| JMOM | JPMorgan US Momentum Factor ETF | Owns companies we recommend for divestment | 10 | 10 | 13 | 15 | X | Large Blend |
| JMOSX | Janus Henderson Global Allocation Mod S | Owns companies we recommend for divestment | 28 | 29 | 39 | 33 | X | Global Allocation |
| JMSSX | JPMorgan SmartRetirement® Blend 2045 I | Owns companies we recommend for divestment | 42 | 40 | 73 | 53 | X | Target-Date 2045 |
| JMUEX | JPMorgan US Equity L | Owns companies we recommend for divestment | 1 | 3 | 5 | 5 | X | Large Blend |
| JMVAX | Janus Henderson Mid Cap Value I | 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 |
| JMVIX | Janus Henderson Mid Cap Value S | Owns companies we recommend for divestment | 2 | 4 | 1 | 2 | X | Mid-Cap Value |
| JMVNX | JHFunds2 Mid Value NAV | Owns companies we recommend for divestment | 3 | 3 | 3 | 3 | X | Mid-Cap Value |
| JMVPX | JPMorgan Mid Cap Value R3 | Owns companies we recommend for divestment | 3 | 3 | 2 | 3 | X | Mid-Cap Value |
| JMVQX | JPMorgan Mid Cap Value R4 | Owns companies we recommend for divestment | 3 | 3 | 2 | 3 | X | Mid-Cap Value |
| JMVRX | JPMorgan Mid Cap Value R5 | Owns companies we recommend for divestment | 3 | 3 | 2 | 3 | X | Mid-Cap Value |
| JMVSX | JPMorgan Mid Cap Value I | Owns companies we recommend for divestment | 3 | 3 | 2 | 3 | X | Mid-Cap Value |
| JMVYX | JPMorgan Mid Cap Value R6 | Owns companies we recommend for divestment | 3 | 3 | 2 | 3 | X | Mid-Cap Value |
| JMVZX | JPMorgan Mid Cap Value R2 | Owns companies we recommend for divestment | 3 | 3 | 2 | 3 | X | Mid-Cap Value |
| JMYAX | JPMorgan SmartRetirement® Blend 2045 R6 | Owns companies we recommend for divestment | 42 | 40 | 73 | 53 | X | Target-Date 2045 |
| JNABX | JPMorgan SmartRetirement® Blend 2050 R5 | Owns companies we recommend for divestment | 42 | 40 | 73 | 53 | X | Target-Date 2050 |
| JNARX | JPMorgan SmartRetirement® Blend 2045 R2 | Owns companies we recommend for divestment | 42 | 40 | 73 | 53 | X | Target-Date 2045 |
| JNDVX | Janus Henderson U.S. Dividend Income N | Owns companies we recommend for divestment | 3 | 4 | 4 | 5 | X | Large Value |
| JNEAX | JPMorgan SmartRetirement® Blend 2050 I | Owns companies we recommend for divestment | 42 | 40 | 73 | 53 | X | Target-Date 2050 |
| JNEMX | JPMorgan International Equity R6 | Owns companies we recommend for divestment | 1 | 1 | 4 | 3 | X | Foreign Large Blend |
| JNGIX | Janus Henderson Growth And Income D | Owns companies we recommend for divestment | 5 | 4 | 8 | 9 | X | Large Blend |
| 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 |
| JNGSX | Janus Henderson Global Real Estate D | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Global Real Estate |
| JNGTX | Janus Henderson Glb Tech and Innovt D | Owns companies we recommend for divestment | 1 | 3 | 4 | 4 | X | Technology |
| JNMCX | Janus Henderson Mid Cap Value D | Owns companies we recommend for divestment | 2 | 4 | 1 | 2 | X | Mid-Cap Value |
| JNNRX | JPMorgan SmartRetirement® Blend 2050 R2 | Owns companies we recommend for divestment | 42 | 40 | 73 | 53 | X | Target-Date 2050 |
| JNOSX | Janus Henderson Overseas D | Owns companies we recommend for divestment | 1 | 0 | 2 | 0 | X | Foreign Large Blend |
| JNPSX | Janus Henderson Small Cap Value D | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Value |
| JNRFX | Janus Henderson Research D | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 5 | X | Large Growth |
| JNRRX | PGIM Jennison Natural Resources R | Owns companies we recommend for divestment | 1 | 0 | 3 | 0 | X | Natural Resources |
| JNSGX | Janus Henderson Global Allocation Gr D | Owns companies we recommend for divestment | 28 | 29 | 39 | 33 | X | Global Allocation |
| JNSMX | Janus Henderson Global Allocation Mod D | Owns companies we recommend for divestment | 28 | 29 | 39 | 33 | X | Global Allocation |
| JNTEX | JPMorgan SmartRetirement® Blend 2040 R3 | Owns companies we recommend for divestment | 42 | 40 | 73 | 53 | X | Target-Date 2040 |
| JNTKX | JPMorgan SmartRetirement® Blend 2050 R3 | Owns companies we recommend for divestment | 42 | 40 | 73 | 53 | X | Target-Date 2050 |
| JNTLX | JPMorgan SmartRetirement® Blend 2045 R4 | Owns companies we recommend for divestment | 42 | 40 | 73 | 53 | X | Target-Date 2045 |
| JNTNX | JPMorgan SmartRetirement® Blend 2040 R4 | Owns companies we recommend for divestment | 42 | 40 | 73 | 53 | X | Target-Date 2040 |
| JNTOX | JPMorgan SmartRetirement® Blend 2045 R3 | Owns companies we recommend for divestment | 42 | 40 | 73 | 53 | X | Target-Date 2045 |
| JNTPX | JPMorgan SmartRetirement® Blend 2050 R4 | Owns companies we recommend for divestment | 42 | 40 | 73 | 53 | X | Target-Date 2050 |
| JNUSX | JPMorgan Developed International Value L | Owns companies we recommend for divestment | 5 | 4 | 4 | 1 | X | Foreign Large Value |
| JNVIX | Jensen Quality Mid Cap I | Owns companies we recommend for divestment | 1 | 1 | 0 | 2 | X | Mid-Cap Blend |
| JNVMX | JPMorgan Developed International ValueR6 | Owns companies we recommend for divestment | 5 | 4 | 4 | 1 | X | Foreign Large Value |
| 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 |
| JNYAX | JPMorgan SmartRetirement® Blend 2050 R6 | Owns companies we recommend for divestment | 42 | 40 | 73 | 53 | X | Target-Date 2050 |
| JOBBX | JPMorgan SmartRetirement® Blend 2040 R5 | Owns companies we recommend for divestment | 42 | 40 | 73 | 53 | X | Target-Date 2040 |
| JOBEX | JPMorgan SmartRetirement® Blend 2040 I | Owns companies we recommend for divestment | 42 | 40 | 73 | 53 | X | Target-Date 2040 |
| JOBRX | JPMorgan SmartRetirement® Blend 2040 R2 | Owns companies we recommend for divestment | 42 | 40 | 73 | 53 | X | Target-Date 2040 |
| JOBYX | JPMorgan SmartRetirement® Blend 2040 R6 | Owns companies we recommend for divestment | 42 | 40 | 73 | 53 | X | Target-Date 2040 |
| JOEAX | JOHCM Emerging Markets Opps Investor | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| JOEIX | JOHCM Emerging Markets Opps Advisor | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| JOEMX | JOHCM Emerging Markets Opps Instl | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| JOET | Virtus Terranova US Quality Momentum ETF | Owns companies we recommend for divestment | 6 | 9 | 8 | 10 | X | Large Blend |
| JOGEX | JOHCM Global Select Advisor | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 4 | X | Global Large-Stock Growth |
| JOGIX | JOHCM Global Select Institutional | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 4 | X | Global Large-Stock Growth |
| JOHAX | JOHCM International Select Investor | Owns companies we recommend for divestment | 1 | 0 | 3 | 1 | X | Foreign Large Growth |
| JOHIX | JOHCM International Select Institutional | Owns companies we recommend for divestment | 1 | 0 | 3 | 1 | X | Foreign Large Growth |
| 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 |
| JOPPX | Johnson Opportunity | Owns companies we recommend for divestment | 1 | 0 | 0 | 2 | X | Small Blend |
| JOPSX | JOHCM International Opps Institutional | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Foreign Large Blend |
| JORAX | Janus Henderson Global Select A | Owns companies we recommend for divestment | 1 | 2 | 5 | 3 | X | Global Large-Stock Blend |
| JORCX | Janus Henderson Global Select C | Owns companies we recommend for divestment | 1 | 2 | 5 | 3 | X | Global Large-Stock Blend |
| JORFX | Janus Henderson Global Select I | Owns companies we recommend for divestment | 1 | 2 | 5 | 3 | X | Global Large-Stock Blend |
| JORIX | Janus Henderson Global Select S | Owns companies we recommend for divestment | 1 | 2 | 5 | 3 | X | Global Large-Stock Blend |
| JORNX | Janus Henderson Global Select T | Owns companies we recommend for divestment | 1 | 2 | 5 | 3 | X | Global Large-Stock Blend |
| JORRX | Janus Henderson Global Select R | Owns companies we recommend for divestment | 1 | 2 | 5 | 3 | X | Global Large-Stock 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 |
| JOSSX | Johnson Opportunity S | Owns companies we recommend for divestment | 1 | 0 | 0 | 2 | X | Small Blend |
| JPAN | Matthews Japan Active ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 3 | 1 | X | Japan Stock |
| JPBRX | JPMorgan SmartRetirement® Blend 2035 R5 | Owns companies we recommend for divestment | 42 | 40 | 73 | 53 | X | Target-Date 2035 |
| JPEF | JPMorgan Equity Focus ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 4 | 4 | X | Large Blend |
| JPEM | JPMorgan Diversified Return EMkts Eq ETF | Owns companies we recommend for divestment | 1 | 0 | 3 | 0 | X | Diversified Emerging Mkts |
| JPGSX | JPMorgan U.S. GARP Equity I | Owns companies we recommend for divestment | 1 | 4 | 6 | 7 | X | Large Growth |
| JPIN | JPMorgan Diversified Return Intl Eq ETF | Owns companies we recommend for divestment | 4 | 2 | 10 | 6 | X | Foreign Large Value |
| JPIVX | JPMorgan U.S. Applied Data Sci Val I | Owns companies we recommend for divestment | 5 | 7 | 6 | 9 | X | Large Value |
| JPME | JPMorgan Divers Ret US Mid Cp Eq ETF | Owns companies we recommend for divestment | 6 | 8 | 2 | 7 | X | Mid-Cap Blend |
| JPPEX | JPMorgan Mid Cap Equity R6 | Owns companies we recommend for divestment | 5 | 3 | 3 | 5 | X | Mid-Cap Blend |
| JPRE | JPMorgan Realty Income ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| JPRRX | JPMorgan SmartRetirement® Blend 2035 R2 | Owns companies we recommend for divestment | 42 | 40 | 73 | 53 | X | Target-Date 2035 |
| JPSE | JPMorgan Divers Ret US Small Cap Eq ETF | Owns companies we recommend for divestment | 4 | 5 | 2 | 4 | X | Small Blend |
| JPSRX | JPMorgan SmartRetirement® Blend 2035 I | Owns companies we recommend for divestment | 42 | 40 | 73 | 53 | X | Target-Date 2035 |
| JPSV | JPMorgan Active Small Cap Value ETF | Owns companies we recommend for divestment | 1 | 1 | 1 | 1 | X | Small Value |
| JPTBX | JPMorgan SmartRetirement® Blend 2055 I | Owns companies we recommend for divestment | 42 | 40 | 73 | 53 | X | Target-Date 2055 |
| JPTKX | JPMorgan SmartRetirement® Blend 2035 R4 | Owns companies we recommend for divestment | 42 | 40 | 73 | 53 | X | Target-Date 2035 |
| JPTLX | JPMorgan SmartRetirement® Blend 2035 R3 | Owns companies we recommend for divestment | 42 | 40 | 73 | 53 | X | Target-Date 2035 |
| JPUS | JPMorgan Diversified Return US Eq ETF | Owns companies we recommend for divestment | 11 | 13 | 14 | 16 | X | Mid-Cap Value |
| JPVRX | JPMorgan Developed International ValueR5 | Owns companies we recommend for divestment | 5 | 4 | 4 | 1 | X | Foreign Large Value |
| JPVZX | JPMorgan Developed International ValueR2 | Owns companies we recommend for divestment | 5 | 4 | 4 | 1 | 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 |
| JPYRX | JPMorgan SmartRetirement® Blend 2035 R6 | Owns companies we recommend for divestment | 42 | 40 | 73 | 53 | X | Target-Date 2035 |
| JQLAX | JHancock Multimanager Lifestyle Agrsv R2 | Owns companies we recommend for divestment | 78 | 52 | 124 | 61 | X | Aggressive Allocation |
| JQLBX | JHancock Multimanager Lifestyle Bal R2 | Owns companies we recommend for divestment | 78 | 53 | 125 | 61 | X | Moderate Allocation |
| JQLGX | JHancock Multimanager Lifestyle Gr R2 | Owns companies we recommend for divestment | 78 | 52 | 125 | 61 | X | Moderately Aggressive Allocation |
| JQUA | JPMorgan US Quality Factor ETF | Owns companies we recommend for divestment | 6 | 9 | 14 | 12 | X | Large Blend |
| JRAAX | Janus Henderson Research A | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 5 | X | Large Growth |
| JRACX | Janus Henderson Research C | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 5 | X | Large Growth |
| JRAIX | Janus Henderson Research I | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 5 | X | Large Growth |
| JRANX | Janus Henderson Research N | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 5 | X | Large Growth |
| JRARX | Janus Henderson Research R | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 5 | X | Large Growth |
| JRASX | Janus Henderson Research S | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 5 | X | Large Growth |
| JRBBX | JPMorgan SmartRetirement® Blend 2030 R5 | Owns companies we recommend for divestment | 42 | 40 | 73 | 53 | X | Target-Date 2030 |
| JRBEX | JPMorgan SmartRetirement® Blend 2030 I | Owns companies we recommend for divestment | 42 | 40 | 73 | 53 | X | Target-Date 2030 |
| JRBFX | JHancock Regional Bank I | Owns companies we recommend for divestment | 2 | 5 | 0 | 5 | X | Financial |
| JRBRX | JPMorgan SmartRetirement® Blend 2030 R2 | Owns companies we recommend for divestment | 42 | 40 | 73 | 53 | X | Target-Date 2030 |
| JRBYX | JPMorgan SmartRetirement® Blend 2030 R6 | Owns companies we recommend for divestment | 42 | 40 | 73 | 53 | X | Target-Date 2030 |
| JRE | Janus Henderson US Real Estate ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| JRETX | JHancock Multimanager 2060 Lifetime 1 | Owns companies we recommend for divestment | 78 | 52 | 125 | 61 | X | Target-Date 2060 |
| JRGRX | JHancock Regional Bank R6 | Owns companies we recommend for divestment | 2 | 5 | 0 | 5 | X | Financial |
| JRLQX | JHancock 2045 Lifetime Blend Ptf 1 | Owns companies we recommend for divestment | 73 | 51 | 127 | 60 | X | Target-Date 2045 |
| JRLUX | JHancock 2045 Lifetime Blend Ptf R4 | Owns companies we recommend for divestment | 73 | 51 | 127 | 60 | X | Target-Date 2045 |
| JRLVX | JHancock 2045 Lifetime Blend Ptf R6 | Owns companies we recommend for divestment | 73 | 51 | 127 | 60 | X | Target-Date 2045 |
| JRLWX | JHancock 2050 Lifetime Blend Ptf 1 | Owns companies we recommend for divestment | 73 | 51 | 127 | 60 | X | Target-Date 2050 |
| JRLZX | JHancock 2050 Lifetime Blend Ptf R6 | Owns companies we recommend for divestment | 73 | 51 | 127 | 60 | X | Target-Date 2050 |
| JRODX | JHancock 2060 Lifetime Blend Pft 1 | Owns companies we recommend for divestment | 73 | 51 | 127 | 60 | X | Target-Date 2060 |
| JROUX | JHancock Multimanager 2060 Lifetime R4 | Owns companies we recommend for divestment | 78 | 52 | 125 | 61 | X | Target-Date 2060 |
| JRSAX | JH Adaptive Risk Mgd U.S. Eq A | Owns companies we recommend for divestment | 5 | 8 | 10 | 10 | X | Large Blend |
| JRSCX | JH Adaptive Risk Mgd U.S. Eq C | Owns companies we recommend for divestment | 5 | 8 | 10 | 10 | X | Large Blend |
| JRSDX | JH Adaptive Risk Mgd U.S. Eq D | Owns companies we recommend for divestment | 5 | 8 | 10 | 10 | X | Large Blend |
| JRSIX | JH Adaptive Risk Mgd U.S. Eq I | Owns companies we recommend for divestment | 5 | 8 | 10 | 10 | X | Large Blend |
| JRSNX | JH Adaptive Risk Mgd U.S. Eq N | Owns companies we recommend for divestment | 5 | 8 | 10 | 10 | X | Large Blend |
| JRSSX | JH Adaptive Risk Mgd U.S. Eq S | Owns companies we recommend for divestment | 5 | 8 | 10 | 10 | X | Large Blend |
| JRSTX | JH Adaptive Risk Mgd U.S. Eq T | Owns companies we recommend for divestment | 5 | 8 | 10 | 10 | X | Large Blend |
| JRTGX | JHancock 2030 Lifetime Blend Ptf 1 | Owns companies we recommend for divestment | 73 | 51 | 127 | 60 | X | Target-Date 2030 |
| JRTIX | JHancock 2030 Lifetime Blend Ptf R4 | Owns companies we recommend for divestment | 73 | 51 | 127 | 60 | X | Target-Date 2030 |
| JRTJX | JHancock 2030 Lifetime Blend Ptf R6 | Owns companies we recommend for divestment | 73 | 51 | 127 | 60 | X | Target-Date 2030 |
| JRTKX | JHancock 2035 Lifetime Blend Ptf 1 | Owns companies we recommend for divestment | 73 | 51 | 127 | 60 | X | Target-Date 2035 |
| JRTMX | JHancock 2035 Lifetime Blend Ptf R4 | Owns companies we recommend for divestment | 73 | 51 | 127 | 60 | X | Target-Date 2035 |
| JRTNX | JHancock 2035 Lifetime Blend Ptf R6 | Owns companies we recommend for divestment | 73 | 51 | 127 | 60 | X | Target-Date 2035 |
| JRTTX | JHancock 2040 Lifetime Blend Ptf 1 | Owns companies we recommend for divestment | 73 | 51 | 127 | 60 | X | Target-Date 2040 |
| JRTVX | JHancock 2040 Lifetime Blend Ptf R4 | Owns companies we recommend for divestment | 73 | 51 | 127 | 60 | X | Target-Date 2040 |
| JRTWX | JHancock 2040 Lifetime Blend Ptf R6 | Owns companies we recommend for divestment | 73 | 51 | 127 | 60 | X | Target-Date 2040 |
| JRTYX | JHancock 2050 Lifetime Blend Ptf R4 | Owns companies we recommend for divestment | 73 | 51 | 127 | 60 | X | Target-Date 2050 |
| JSAAX | JPMorgan SmartRetirement® 2045 A | Owns companies we recommend for divestment | 20 | 23 | 37 | 35 | X | Target-Date 2045 |
| JSACX | JPMorgan SmartRetirement® 2045 C | Owns companies we recommend for divestment | 20 | 23 | 37 | 35 | X | Target-Date 2045 |
| JSAIX | JPMorgan SmartRetirement® 2045 R5 | Owns companies we recommend for divestment | 20 | 23 | 37 | 35 | X | Target-Date 2045 |
| JSAPX | JPMorgan SmartRetirement® 2045 R3 | Owns companies we recommend for divestment | 20 | 23 | 37 | 35 | X | Target-Date 2045 |
| JSAQX | JPMorgan SmartRetirement® 2045 R4 | Owns companies we recommend for divestment | 20 | 23 | 37 | 35 | X | Target-Date 2045 |
| JSASX | JPMorgan SmartRetirement® 2045 I | Owns companies we recommend for divestment | 20 | 23 | 37 | 35 | X | Target-Date 2045 |
| JSAYX | JPMorgan SmartRetirement® 2045 R6 | Owns companies we recommend for divestment | 20 | 23 | 37 | 35 | X | Target-Date 2045 |
| JSAZX | JPMorgan SmartRetirement® 2045 R2 | Owns companies we recommend for divestment | 20 | 23 | 37 | 35 | X | Target-Date 2045 |
| JSBPX | JPMorgan SmartRetirement® Blend 2065 R3 | Owns companies we recommend for divestment | 46 | 44 | 75 | 55 | X | Target-Date 2065+ |
| JSBQX | JPMorgan SmartRetirement® Blend 2065 R4 | Owns companies we recommend for divestment | 46 | 44 | 75 | 55 | X | Target-Date 2065+ |
| JSBSX | JPMorgan SmartRetirement® Blend 2065 I | Owns companies we recommend for divestment | 46 | 44 | 75 | 55 | X | Target-Date 2065+ |
| JSBYX | JPMorgan SmartRetirement® Blend 2065 R6 | Owns companies we recommend for divestment | 46 | 44 | 75 | 55 | X | Target-Date 2065+ |
| JSBZX | JPMorgan SmartRetirement® Blend 2065 R2 | Owns companies we recommend for divestment | 46 | 44 | 75 | 55 | X | Target-Date 2065+ |
| 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 |
| JSCCX | JHancock Small Cap Value R6 | Owns companies we recommend for divestment | 1 | 2 | 1 | 2 | X | Small Value |
| JSCGX | Jacob Small Cap Growth Investor | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| JSCHX | JPMorgan Small Cap Blend R6 | Owns companies we recommend for divestment | 1 | 3 | 2 | 3 | X | Small Blend |
| JSCIX | JHancock International Small Company I | Owns companies we recommend for divestment | 15 | 4 | 24 | 1 | X | Foreign Small/Mid Blend |
| JSCNX | JHancock Small Cap Value NAV | Owns companies we recommend for divestment | 1 | 2 | 1 | 2 | X | Small Value |
| JSCOX | Janus Henderson Small Cap Value I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Value |
| JSCRX | PGIM Jennison Small Company R | Owns companies we recommend for divestment | 1 | 1 | 0 | 2 | X | Small Growth |
| JSCSX | JPMorgan US Small Company I | Owns companies we recommend for divestment | 4 | 6 | 2 | 7 | X | Small Blend |
| JSCVX | Janus Henderson Small Cap Value T | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Value |
| JSCZX | JPMorgan US Small Company R2 | Owns companies we recommend for divestment | 4 | 6 | 2 | 7 | X | Small Blend |
| JSEAX | JPMorgan International Equity A | Owns companies we recommend for divestment | 1 | 1 | 4 | 3 | X | Foreign Large Blend |
| JSECX | JPMorgan Small Cap Equity C | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 1 | X | Small Blend |
| JSEPX | JPMorgan Small Cap Equity R3 | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 1 | X | Small Blend |
| JSEQX | JPMorgan Small Cap Equity R4 | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 1 | X | Small Blend |
| JSERX | JPMorgan Small Cap Equity R5 | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 1 | X | Small Blend |
| JSEZX | JPMorgan Small Cap Equity R2 | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 1 | X | Small Blend |
| JSGAX | JHancock U.S. Growth A | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 4 | X | Large Growth |
| JSGCX | JHancock U.S. Growth C | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 4 | X | Large Growth |
| JSGIX | JHancock U.S. Growth I | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 4 | X | Large Growth |
| JSGRX | JHancock U.S. Growth R2 | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 4 | X | Large Growth |
| JSGTX | JHancock U.S. Growth R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 4 | X | Large 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 |
| JSIGX | Jacob Small Cap Growth Institutional | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| JSIVX | Janus Henderson Small Cap Value L | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Value |
| JSJAX | JHancock Small Cap Dynamic Growth A | Owns companies we recommend for divestment | 1 | 1 | 1 | 2 | X | Small Growth |
| JSJCX | JHancock Small Cap Dynamic Growth C | Owns companies we recommend for divestment | 1 | 1 | 1 | 2 | X | Small Growth |
| JSJFX | JHancock Small Cap Dynamic Growth R6 | Owns companies we recommend for divestment | 1 | 1 | 1 | 2 | X | Small Growth |
| JSJIX | JHancock Small Cap Dynamic Growth I | Owns companies we recommend for divestment | 1 | 1 | 1 | 2 | X | Small Growth |
| JSLAX | JHancock Multimanager Lifestyle Agrsv R4 | Owns companies we recommend for divestment | 78 | 52 | 124 | 61 | X | Aggressive Allocation |
| JSLBX | JHancock Multimanager Lifestyle Bal R4 | Owns companies we recommend for divestment | 78 | 53 | 125 | 61 | X | Moderate Allocation |
| JSLGX | JHancock Multimanager Lifestyle Gr R4 | Owns companies we recommend for divestment | 78 | 52 | 125 | 61 | X | Moderately Aggressive Allocation |
| JSLNX | Janus Henderson Global Select N | Owns companies we recommend for divestment | 1 | 2 | 5 | 3 | X | Global Large-Stock Blend |
| JSMAX | JPMorgan SmartRetirement® 2030 A | Owns companies we recommend for divestment | 16 | 21 | 33 | 30 | X | Target-Date 2030 |
| JSMCX | JPMorgan SmartRetirement® 2030 C | Owns companies we recommend for divestment | 16 | 21 | 33 | 30 | X | Target-Date 2030 |
| JSMD | Janus Henderson Small/Md Cp Gr Alpha ETF | Owns companies we recommend for divestment | 1 | 2 | 1 | 4 | X | Small Growth |
| JSMDX | JPMorgan SmartRetirement® Blend 2065 R5 | Owns companies we recommend for divestment | 46 | 44 | 75 | 55 | X | Target-Date 2065+ |
| JSMEX | JPMorgan SmartRetirement® 2065 A | Owns companies we recommend for divestment | 21 | 23 | 38 | 36 | X | Target-Date 2065+ |
| JSMGX | Janus Henderson Triton I | Owns companies we recommend for divestment | 3 | 3 | 1 | 4 | X | Small Growth |
| JSMHX | JPMorgan SmartRetirement® 2065 C | Owns companies we recommend for divestment | 21 | 23 | 38 | 36 | X | Target-Date 2065+ |
| JSMIX | JPMorgan SmartRetirement® 2030 R5 | Owns companies we recommend for divestment | 16 | 21 | 33 | 30 | X | Target-Date 2030 |
| JSMJX | JPMorgan SmartRetirement® 2065 I | Owns companies we recommend for divestment | 21 | 23 | 38 | 36 | X | Target-Date 2065+ |
| JSMKX | JPMorgan SmartRetirement® 2065 R2 | Owns companies we recommend for divestment | 21 | 23 | 38 | 36 | X | Target-Date 2065+ |
| JSML | Janus Henderson Small Cap Gr Alpha ETF | Owns companies we recommend for divestment | 1 | 1 | 1 | 2 | X | Small Growth |
| JSMLX | JPMorgan SmartRetirement® 2065 R4 | Owns companies we recommend for divestment | 21 | 23 | 38 | 36 | X | Target-Date 2065+ |
| JSMMX | JPMorgan SmartRetirement® 2065 R5 | Owns companies we recommend for divestment | 21 | 23 | 38 | 36 | X | Target-Date 2065+ |
| JSMNX | JPMorgan SmartRetirement® 2030 R3 | Owns companies we recommend for divestment | 16 | 21 | 33 | 30 | X | Target-Date 2030 |
| JSMOX | JPMorgan SmartRetirement® 2065 R6 | Owns companies we recommend for divestment | 21 | 23 | 38 | 36 | X | Target-Date 2065+ |
| JSMPX | JPMorgan SmartRetirement® 2065 R3 | Owns companies we recommend for divestment | 21 | 23 | 38 | 36 | X | Target-Date 2065+ |
| JSMQX | JPMorgan SmartRetirement® 2030 R4 | Owns companies we recommend for divestment | 16 | 21 | 33 | 30 | X | Target-Date 2030 |
| JSMSX | JPMorgan SmartRetirement® 2030 I | Owns companies we recommend for divestment | 16 | 21 | 33 | 30 | X | Target-Date 2030 |
| 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 |
| JSMYX | JPMorgan SmartRetirement® 2030 R6 | Owns companies we recommend for divestment | 16 | 21 | 33 | 30 | X | Target-Date 2030 |
| JSMZX | JPMorgan SmartRetirement® 2030 R2 | Owns companies we recommend for divestment | 16 | 21 | 33 | 30 | X | Target-Date 2030 |
| JSPGX | Janus Henderson Global Allocation Gr T | Owns companies we recommend for divestment | 28 | 29 | 39 | 33 | X | Global Allocation |
| JSPIX | Jackson Square Large-Cap Growth Instl | Owns companies we recommend for divestment | 1 | 2 | 3 | 3 | X | Large Growth |
| JSPJX | Jackson Square Large-Cap Growth Inv | Owns companies we recommend for divestment | 1 | 2 | 3 | 3 | X | Large Growth |
| JSPMX | Janus Henderson Global Allocation Mod T | Owns companies we recommend for divestment | 28 | 29 | 39 | 33 | X | Global Allocation |
| JSSOX | JHancock New Opportunities R2 | Owns companies we recommend for divestment | 1 | 3 | 1 | 3 | X | Small Growth |
| JSTC | Adasina Social Justice All Cp Glbl ETF | Owns companies we recommend for divestment | 0 | 2 | 7 | 3 | V | Global Large-Stock 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 |
| 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 |
| JSVPX | JPMorgan Small Cap Value R3 | Owns companies we recommend for divestment | 2 | 5 | 3 | 5 | X | Small Value |
| JSVQX | JPMorgan Small Cap Value R4 | Owns companies we recommend for divestment | 2 | 5 | 3 | 5 | X | Small Value |
| JSVRX | JPMorgan Small Cap Value R5 | Owns companies we recommend for divestment | 2 | 5 | 3 | 5 | 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 |
| JSVUX | JPMorgan Small Cap Value R6 | Owns companies we recommend for divestment | 2 | 5 | 3 | 5 | X | Small Value |
| JSVZX | JPMorgan Small Cap Value R2 | Owns companies we recommend for divestment | 2 | 5 | 3 | 5 | X | Small Value |
| JTAIX | JHancock Multimanager Lifestyle Agrsv I | Owns companies we recommend for divestment | 78 | 52 | 124 | 61 | X | Aggressive Allocation |
| JTBBX | JPMorgan SmartRetirement® Blend 2055 R5 | Owns companies we recommend for divestment | 42 | 40 | 73 | 53 | X | Target-Date 2055 |
| JTBIX | JHancock Multimanager Lifestyle Bal I | Owns companies we recommend for divestment | 78 | 53 | 125 | 61 | X | Moderate Allocation |
| JTEK | JPMorgan U.S. Tech Leaders ETF | Owns companies we recommend for divestment | 1 | 2 | 5 | 4 | X | Technology |
| JTGIX | JHancock Multimanager Lifestyle Gr I | Owns companies we recommend for divestment | 78 | 52 | 125 | 61 | X | Moderately Aggressive Allocation |
| JTKAX | JHancock Global Thematic Opps A | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 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 | 2 | 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 | 2 | 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 | 2 | 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 | 2 | 6 | 5 | X | Global Large-Stock Blend |
| JTLAX | JHancock Multimanager Lifestyle Agrsv R5 | Owns companies we recommend for divestment | 78 | 52 | 124 | 61 | X | Aggressive Allocation |
| JTLGX | JHancock Multimanager Lifestyle Gr R5 | Owns companies we recommend for divestment | 78 | 52 | 125 | 61 | X | Moderately Aggressive Allocation |
| 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 |
| JTRBX | JPMorgan SmartRetirement® Blend 2055 R2 | Owns companies we recommend for divestment | 42 | 40 | 73 | 53 | X | Target-Date 2055 |
| JTSAX | JPMorgan SmartRetirement® 2050 A | Owns companies we recommend for divestment | 20 | 23 | 37 | 35 | X | Target-Date 2050 |
| JTSBX | JHancock Multimanager Lifestyle Bal R5 | Owns companies we recommend for divestment | 78 | 53 | 125 | 61 | X | Moderate Allocation |
| JTSCX | JPMorgan SmartRetirement® 2050 C | Owns companies we recommend for divestment | 20 | 23 | 37 | 35 | X | Target-Date 2050 |
| JTSIX | JPMorgan SmartRetirement® 2050 R5 | Owns companies we recommend for divestment | 20 | 23 | 37 | 35 | X | Target-Date 2050 |
| JTSPX | JPMorgan SmartRetirement® 2050 R3 | Owns companies we recommend for divestment | 20 | 23 | 37 | 35 | X | Target-Date 2050 |
| JTSQX | JPMorgan SmartRetirement® 2050 R4 | Owns companies we recommend for divestment | 20 | 23 | 37 | 35 | X | Target-Date 2050 |
| JTSSX | JPMorgan SmartRetirement® 2050 I | Owns companies we recommend for divestment | 20 | 23 | 37 | 35 | X | Target-Date 2050 |
| JTSYX | JPMorgan SmartRetirement® 2050 R6 | Owns companies we recommend for divestment | 20 | 23 | 37 | 35 | X | Target-Date 2050 |
| JTSZX | JPMorgan SmartRetirement® 2050 R2 | Owns companies we recommend for divestment | 20 | 23 | 37 | 35 | X | Target-Date 2050 |
| JTTLX | JPMorgan SmartRetirement® Blend 2055 R4 | Owns companies we recommend for divestment | 42 | 40 | 73 | 53 | X | Target-Date 2055 |
| JTTUX | JPMorgan SmartRetirement® Blend 2055 R3 | Owns companies we recommend for divestment | 42 | 40 | 73 | 53 | X | Target-Date 2055 |
| JTUAX | JPMorgan US Small Company A | Owns companies we recommend for divestment | 4 | 6 | 2 | 7 | X | Small Blend |
| JTUCX | JPMorgan US Small Company C | Owns companies we recommend for divestment | 4 | 6 | 2 | 7 | X | Small Blend |
| JTYBX | JPMorgan SmartRetirement® Blend 2055 R6 | Owns companies we recommend for divestment | 42 | 40 | 73 | 53 | X | Target-Date 2055 |
| JUEAX | JPMorgan US Equity A | Owns companies we recommend for divestment | 1 | 3 | 5 | 5 | X | Large Blend |
| JUECX | JPMorgan US Equity C | Owns companies we recommend for divestment | 1 | 3 | 5 | 5 | X | Large Blend |
| JUEMX | JPMorgan US Equity R6 | Owns companies we recommend for divestment | 1 | 3 | 5 | 5 | X | Large Blend |
| JUEPX | JPMorgan US Equity R3 | Owns companies we recommend for divestment | 1 | 3 | 5 | 5 | X | Large Blend |
| JUEQX | JPMorgan US Equity R4 | Owns companies we recommend for divestment | 1 | 3 | 5 | 5 | X | Large Blend |
| JUESX | JPMorgan US Equity I | Owns companies we recommend for divestment | 1 | 3 | 5 | 5 | X | Large Blend |
| JUEZX | JPMorgan US Equity R2 | Owns companies we recommend for divestment | 1 | 3 | 5 | 5 | X | Large Blend |
| JULAX | JHancock Multimanager Lifestyle Agrsv R6 | Owns companies we recommend for divestment | 78 | 52 | 124 | 61 | X | Aggressive Allocation |
| JULBX | JHancock Multimanager Lifestyle Bal R6 | Owns companies we recommend for divestment | 78 | 53 | 125 | 61 | X | Moderate Allocation |
| JULGX | JHancock Multimanager Lifestyle Gr R6 | Owns companies we recommend for divestment | 78 | 52 | 125 | 61 | X | Moderately Aggressive Allocation |
| JUSMX | JPMorgan US Small Company R6 | Owns companies we recommend for divestment | 4 | 6 | 2 | 7 | X | Small Blend |
| JUSOX | JHancock New Opportunities R4 | Owns companies we recommend for divestment | 1 | 3 | 1 | 3 | X | Small Growth |
| JUSPX | JPMorgan US Small Company R3 | Owns companies we recommend for divestment | 4 | 6 | 2 | 7 | X | Small Blend |
| JUSQX | JPMorgan US Small Company R4 | Owns companies we recommend for divestment | 4 | 6 | 2 | 7 | X | Small Blend |
| JUSRX | JPMorgan US Equity R5 | Owns companies we recommend for divestment | 1 | 3 | 5 | 5 | X | Large Blend |
| JUSSX | JPMorgan US Small Company L | Owns companies we recommend for divestment | 4 | 6 | 2 | 7 | X | Small Blend |
| JUST | Goldman Sachs JUST US Large Cap Eq ETF | Owns companies we recommend for divestment | 16 | 19 | 28 | 26 | X | Large Blend |
| JUSYX | JPMorgan US Small Company R5 | Owns companies we recommend for divestment | 4 | 6 | 2 | 7 | X | Small Blend |
| JUTPX | JPMorgan SmartRetirement® Blend 2030 R3 | Owns companies we recommend for divestment | 42 | 40 | 73 | 53 | X | Target-Date 2030 |
| JUTUX | JPMorgan SmartRetirement® Blend 2030 R4 | Owns companies we recommend for divestment | 42 | 40 | 73 | 53 | X | Target-Date 2030 |
| JVAAX | JPMorgan Value Advantage A | Owns companies we recommend for divestment | 5 | 4 | 11 | 6 | X | Large Value |
| JVACX | JPMorgan Value Advantage C | Owns companies we recommend for divestment | 5 | 4 | 11 | 6 | X | Large Value |
| JVAIX | JPMorgan Value Advantage L | Owns companies we recommend for divestment | 5 | 4 | 11 | 6 | X | Large Value |
| JVAL | JPMorgan US Value Factor ETF | Owns companies we recommend for divestment | 13 | 15 | 18 | 21 | X | Large Value |
| JVAPX | JPMorgan Value Advantage R3 | Owns companies we recommend for divestment | 5 | 4 | 11 | 6 | X | Large Value |
| JVAQX | JPMorgan Value Advantage R4 | Owns companies we recommend for divestment | 5 | 4 | 11 | 6 | X | Large Value |
| JVARX | JPMorgan Value Advantage R5 | Owns companies we recommend for divestment | 5 | 4 | 11 | 6 | X | Large Value |
| JVASX | JPMorgan Value Advantage I | Owns companies we recommend for divestment | 5 | 4 | 11 | 6 | X | Large Value |
| JVAYX | JPMorgan Value Advantage R6 | Owns companies we recommend for divestment | 5 | 4 | 11 | 6 | X | Large Value |
| JVIMX | JHancock Multimanager 2060 Lifetime R2 | Owns companies we recommend for divestment | 78 | 52 | 125 | 61 | X | Target-Date 2060 |
| JVLAX | JHancock Disciplined Value A | Owns companies we recommend for divestment | 4 | 2 | 4 | 5 | X | Large Value |
| JVLCX | JHancock Disciplined Value C | Owns companies we recommend for divestment | 4 | 2 | 4 | 5 | X | Large Value |
| JVLIX | JHancock Disciplined Value I | Owns companies we recommend for divestment | 4 | 2 | 4 | 5 | X | Large Value |
| JVMAX | JHancock Disciplined Value Mid Cap A | Owns companies we recommend for divestment | 5 | 0 | 4 | 6 | X | Mid-Cap Value |
| JVMCX | JHancock Disciplined Value Mid Cap C | Owns companies we recommend for divestment | 5 | 0 | 4 | 6 | X | Mid-Cap Value |
| JVMIX | JHancock Disciplined Value Mid Cap I | Owns companies we recommend for divestment | 5 | 0 | 4 | 6 | X | Mid-Cap Value |
| JVMRX | JHancock Disciplined Value Mid Cap R6 | Owns companies we recommend for divestment | 5 | 0 | 4 | 6 | X | Mid-Cap Value |
| JVMSX | JHancock Disciplined Value Mid Cap R2 | Owns companies we recommend for divestment | 5 | 0 | 4 | 6 | X | Mid-Cap Value |
| JVMTX | JHancock Disciplined Value Mid Cap R4 | Owns companies we recommend for divestment | 5 | 0 | 4 | 6 | X | Mid-Cap 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 |
| 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 |
| JVTAX | Janus Henderson Venture A | Owns companies we recommend for divestment | 2 | 3 | 1 | 4 | X | Small Growth |
| JVTCX | Janus Henderson Venture C | Owns companies we recommend for divestment | 2 | 3 | 1 | 4 | X | Small Growth |
| JVTIX | Janus Henderson Venture I | Owns companies we recommend for divestment | 2 | 3 | 1 | 4 | X | Small Growth |
| JVTNX | Janus Henderson Venture N | Owns companies we recommend for divestment | 2 | 3 | 1 | 4 | X | Small Growth |
| JVTSX | Janus Henderson Venture S | Owns companies we recommend for divestment | 2 | 3 | 1 | 4 | X | Small Growth |
| JWGRX | Janus Henderson Global Research S | Owns companies we recommend for divestment | 2 | 4 | 8 | 6 | X | Global Large-Stock Growth |
| JWSOX | JHancock New Opportunities R6 | Owns companies we recommend for divestment | 1 | 3 | 1 | 3 | X | Small Growth |
| JWWCX | Janus Henderson Global Research C | Owns companies we recommend for divestment | 2 | 4 | 8 | 6 | X | Global Large-Stock Growth |
| JWWFX | Janus Henderson Global Research I | Owns companies we recommend for divestment | 2 | 4 | 8 | 6 | X | Global Large-Stock Growth |
| JXI | iShares Global Utilities ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Utilities |
| JYEBX | JHancock Real Estate Securities A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| KALL | KraneShares MSCI All China ETF | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | China Region |
| KARIX | Kayne Anderson Renewable Infras I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | V | Infrastructure |
| KARRX | Kayne Anderson Renewable Infras Retail | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | V | Infrastructure |
| KARS | KraneShares Eltc Vhl and Ft Mbly ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Industrials |
| KAUAX | Federated Hermes Kaufmann A | Owns companies we recommend for divestment | 3 | 5 | 6 | 6 | X | Mid-Cap Growth |
| KAUCX | Federated Hermes Kaufmann C | Owns companies we recommend for divestment | 3 | 5 | 6 | 6 | X | Mid-Cap Growth |
| KAUFX | Federated Hermes Kaufmann R | Owns companies we recommend for divestment | 3 | 5 | 6 | 6 | X | Mid-Cap Growth |
| KAUIX | Federated Hermes Kaufmann IS | Owns companies we recommend for divestment | 3 | 5 | 6 | 6 | X | Mid-Cap Growth |
| KBA | KraneShares Bosera MSCIChinaA50CntIdETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
| KBE | SPDR® S&P Bank ETF | Owns companies we recommend for divestment | 2 | 5 | 0 | 5 | X | Financial |
| 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 |
| KBWB | Invesco KBW Bank ETF | Owns companies we recommend for divestment | 2 | 3 | 0 | 3 | X | Financial |
| 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 |
| KBWP | Invesco KBW Property & Casualty Ins ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Financial |
| KBWR | Invesco KBW Regional Banking ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 2 | X | Financial |
| KBWY | Invesco KBW Premium Yield Eq REIT ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| KCE | SPDR® S&P Capital Markets ETF | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Financial |
| KCGIX | Knights of Columbus Large Cap Growth I | Owns companies we recommend for divestment | 1 | 3 | 5 | 6 | X | Large Growth |
| KCGSX | Knights of Columbus Large Cap Growth S | Owns companies we recommend for divestment | 1 | 3 | 5 | 6 | X | Large Growth |
| 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 |
| KCRIX | Knights of Columbus Real Estt I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| KCSIX | Knights of Columbus Small Cap I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Small Blend |
| KCSSX | Knights of Columbus Small Cap S | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Small Blend |
| KCVIX | Knights of Columbus Large Cap Value I | Owns companies we recommend for divestment | 2 | 7 | 8 | 8 | X | Large Value |
| KCVSX | Knights of Columbus Large Cap Value S | Owns companies we recommend for divestment | 2 | 7 | 8 | 8 | X | Large Value |
| KCXIX | Knights of Columbus U.S. All Cap Idx I | Owns companies we recommend for divestment | 21 | 30 | 30 | 37 | X | Large Blend |
| 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 |
| KEAT | Keating Active ETF | Owns companies we recommend for divestment | 1 | 3 | 2 | 2 | X | Moderately Aggressive Allocation |
| KEMQ | KraneShares Em Mkts Cnsmr Tech ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| KEMX | KraneShares MSCI Em Mkts ex CHN ETF | Owns companies we recommend for divestment | 1 | 0 | 4 | 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 |
| 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 |
| 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 |
| KGLAX | Kinetics Global Adv A | Owns companies we recommend for divestment | 1 | 0 | 1 | 2 | X | Moderate Allocation |
| KGLCX | Kinetics Global Adv C | Owns companies we recommend for divestment | 1 | 0 | 1 | 2 | X | Moderate Allocation |
| 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 |
| KGROX | Kennedy Capital Small Cap Growth Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| KIE | SPDR® S&P Insurance ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Financial |
| KIFAX | Westwood Real Estate Income A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Preferred Stock |
| KIFCX | Westwood Real Estate Income C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Preferred Stock |
| KIFYX | Westwood Real Estate Inc Inst | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Preferred Stock |
| KIRAX | Westwood Global Real Estate A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| KIRCX | Westwood Global Real Estate C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| KIRYX | Westwood Global Rl Estt Inst | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| KLCAX | Federated Hermes Kaufmann Large Cap A | Owns companies we recommend for divestment | 1 | 3 | 5 | 4 | X | Large Growth |
| KLCCX | Federated Hermes Kaufmann Large Cap C | Owns companies we recommend for divestment | 1 | 3 | 5 | 4 | X | Large Growth |
| KLCIX | Federated Hermes Kaufmann Large Cap IS | Owns companies we recommend for divestment | 1 | 3 | 5 | 4 | X | Large Growth |
| KLCKX | Federated Hermes Kaufmann Large Cap R | Owns companies we recommend for divestment | 1 | 3 | 5 | 4 | X | Large Growth |
| KLCSX | Federated Hermes Kaufmann Large Cap R6 | Owns companies we recommend for divestment | 1 | 3 | 5 | 4 | X | Large Growth |
| KLGAX | NYLI WMC Growth Class A | Owns companies we recommend for divestment | 2 | 2 | 5 | 6 | X | Large Growth |
| KLGBX | NYLI WMC Growth Class B | Owns companies we recommend for divestment | 2 | 2 | 5 | 6 | X | Large Growth |
| KLGCX | NYLI WMC Growth Class C | Owns companies we recommend for divestment | 2 | 2 | 5 | 6 | X | Large Growth |
| KLGDX | NYLI WMC Growth Class R6 | Owns companies we recommend for divestment | 2 | 2 | 5 | 6 | X | Large Growth |
| KLGIX | NYLI WMC Growth Class I | Owns companies we recommend for divestment | 2 | 2 | 5 | 6 | X | Large Growth |
| KLGNX | NYLI WMC Growth Investor Class | Owns companies we recommend for divestment | 2 | 2 | 5 | 6 | X | Large Growth |
| KLIP | KraneShares China InternetAndCovCllStETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
| KLMN | Invesco MSCI North America Climate ETF | Owns companies we recommend for divestment | 7 | 15 | 18 | 17 | V | Global Large-Stock Blend |
| KLMT | Invesco MSCI Global Climate 500 ETF | Owns companies we recommend for divestment | 9 | 17 | 28 | 21 | V | Global Large-Stock Blend |
| KLXY | KraneShares Global Luxury Index ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Consumer Cyclical |
| KMDIX | Keeley Mid Cap Dividend Value I | Owns companies we recommend for divestment | 1 | 1 | 4 | 1 | X | Mid-Cap Value |
| KMDVX | Keeley Mid Cap Dividend Value A | Owns companies we recommend for divestment | 1 | 1 | 4 | 1 | X | Mid-Cap Value |
| KMID | Virtus KAR Mid-Cap ETF | Owns companies we recommend for divestment | 1 | 0 | 0 | 2 | X | Mid-Cap Blend |
| KMKAX | Kinetics Market Opportunities Adv A | Owns companies we recommend for divestment | 1 | 0 | 0 | 2 | X | Mid-Cap Growth |
| KMKCX | Kinetics Market Opportunities Adv C | Owns companies we recommend for divestment | 1 | 0 | 0 | 2 | X | Mid-Cap Growth |
| KMKNX | Kinetics Market Opportunities No Load | Owns companies we recommend for divestment | 1 | 0 | 0 | 2 | X | Mid-Cap Growth |
| KMKYX | Kinetics Market Opportunities Inst | Owns companies we recommend for divestment | 1 | 0 | 0 | 2 | X | Mid-Cap Growth |
| KMVAX | Kirr Marbach Partners Value | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 1 | X | Mid-Cap Blend |
| KNCT | Invesco Next Gen Connectivity ETF | Owns companies we recommend for divestment | 2 | 1 | 2 | 6 | X | Technology |
| KNG | FT Cboe Vest S&P 500® Dv Ast Tgt Inc ETF | Owns companies we recommend for divestment | 3 | 5 | 5 | 2 | X | Derivative Income |
| KNGAX | Vest S&P500 Div Aristocrats Trgt Inc A | Owns companies we recommend for divestment | 3 | 5 | 5 | 2 | X | Derivative Income |
| KNGCX | Vest S&P500 Div Aristocrats Trgt Inc C | Owns companies we recommend for divestment | 3 | 5 | 5 | 2 | X | Derivative Income |
| KNGIX | Vest S&P500 Div Aristocrats Trgt Inc Ins | Owns companies we recommend for divestment | 3 | 5 | 5 | 2 | X | Derivative Income |
| KNGLX | Vest S&P500 Div Aristocrats Trgt Inc Inv | Owns companies we recommend for divestment | 3 | 5 | 5 | 2 | X | Derivative Income |
| KNGRX | Vest S&P500 Div Aristocrats Trgt Inc R | Owns companies we recommend for divestment | 3 | 5 | 5 | 2 | X | Derivative Income |
| KNGYX | Vest S&P500 Div Aristocrats Trgt IncY | Owns companies we recommend for divestment | 3 | 5 | 5 | 2 | X | Derivative Income |
| KNGZ | FirstTrust S&P500 DvrsDiv AristocratsETF | Owns companies we recommend for divestment | 3 | 4 | 6 | 5 | X | Large Value |
| KNO | AXS Knowledge Leaders ETF | Owns companies we recommend for divestment | 1 | 1 | 3 | 4 | X | Global Large-Stock Blend |
| KNOW | Fundamentals First ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 1 | X | Moderately Aggressive Allocation |
| KNPAX | Kinetics Paradigm Adv A | Owns companies we recommend for divestment | 1 | 1 | 0 | 2 | X | Mid-Cap Growth |
| KNPCX | Kinetics Paradigm Adv C | Owns companies we recommend for divestment | 1 | 1 | 0 | 2 | X | Mid-Cap Growth |
| KNPYX | Kinetics Paradigm Instl | Owns companies we recommend for divestment | 1 | 1 | 0 | 2 | X | Mid-Cap Growth |
| KOCG | FIS Knights of Columbus Global Blf ETF | Owns companies we recommend for divestment | 4 | 6 | 7 | 8 | X | Global Large-Stock Blend |
| KOKU | Xtrackers MSCI Kokusai Equity ETF | Owns companies we recommend for divestment | 34 | 28 | 50 | 37 | X | Global Large-Stock Blend |
| KOMP | SPDR® S&P Kensho New Economies Comps ETF | Owns companies we recommend for divestment | 12 | 4 | 21 | 20 | X | Mid-Cap Growth |
| KONG | Formidable Fortress ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 2 | X | Mid-Cap Blend |
| KOOL | North Shore Equity Rotation ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 3 | X | Large Blend |
| KPOP | JAKOTA K-Pop and Korean EntertainmentETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Miscellaneous Region |
| KRE | SPDR® S&P Regional Banking ETF | Owns companies we recommend for divestment | 2 | 5 | 0 | 5 | X | Financial |
| KRMA | Global X Conscious Companies ETF | Owns companies we recommend for divestment | 9 | 9 | 12 | 12 | V | Large Blend |
| KROP | Global X AgTech & Food Innovation ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | X | Global Small/Mid Stock |
| KRUZ | Unusual Whales Subversive Rep Trd ETF | Owns companies we recommend for divestment | 4 | 7 | 9 | 8 | X | Large Blend |
| KSA | iShares MSCI Saudi Arabia ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Miscellaneous Region |
| KSCOX | Kinetics Small Cap Opportunities No Load | Owns companies we recommend for divestment | 2 | 1 | 1 | 3 | X | Small Growth |
| KSCYX | Kinetics Small Cap Opportunities Inst | Owns companies we recommend for divestment | 2 | 1 | 1 | 3 | X | Small Growth |
| KSDIX | Keeley Small Cap Dividend Value I | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | X | Small Value |
| KSDVX | Keeley Small Cap Dividend Value A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | X | Small Value |
| KSEA | KraneShares Rockefeller Ocean Eng ETF | Owns companies we recommend for divestment | 2 | 3 | 1 | 3 | V | Miscellaneous Sector |
| 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 |
| 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 |
| KSOAX | Kinetics Small Cap Opportunities Adv A | Owns companies we recommend for divestment | 2 | 1 | 1 | 3 | X | Small Growth |
| KSOCX | Kinetics Small Cap Opportunities Adv C | Owns companies we recommend for divestment | 2 | 1 | 1 | 3 | X | Small Growth |
| KSTR | KraneShares SSE STAR Market 50 ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
| KTCAX | DWS Science and Technology A | Owns companies we recommend for divestment | 2 | 2 | 4 | 8 | X | Technology |
| KTCCX | DWS Science and Technology C | Owns companies we recommend for divestment | 2 | 2 | 4 | 8 | X | Technology |
| KTCIX | DWS Science and Technology Inst | Owns companies we recommend for divestment | 2 | 2 | 4 | 8 | X | Technology |
| KTCSX | DWS Science and Technology S | Owns companies we recommend for divestment | 2 | 2 | 4 | 8 | X | Technology |
| KTEC | KraneShares Hang Seng TECH 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 |
| 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 |
| KVLE | KraneShares Value Line® Dyn Div Eq ETF | Owns companies we recommend for divestment | 5 | 7 | 8 | 9 | X | Large Value |
| KWEB | KraneShares CSI China Internet ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
| KWT | iShares® MSCI Kuwait ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Miscellaneous Region |
| KXI | iShares Global Consumer Staples ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 8 | 1 | 0 | X | Consumer Defensive |
| LAAFX | Lord Abbett Affiliated F | Owns companies we recommend for divestment | 2 | 6 | 6 | 5 | X | Large Value |
| 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 |
| LABU | Direxion Daily S&P Biotech Bull 3X ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Trading--Leveraged Equity |
| LACAX | Columbia Acorn A | Owns companies we recommend for divestment | 2 | 1 | 0 | 2 | X | Mid-Cap Growth |
| LADCX | Lord Abbett Developing Growth C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Small Growth |
| LADFX | Lord Abbett Developing Growth F | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Small Growth |
| LADIX | ClearBridge Tactical Dividend Income I | Owns companies we recommend for divestment | 3 | 2 | 5 | 6 | X | Large Value |
| LADPX | Lord Abbett Developing Growth P | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Small Growth |
| LADQX | Lord Abbett Developing Growth R2 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Small Growth |
| LADRX | Lord Abbett Developing Growth R3 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Small Growth |
| LADSX | Lord Abbett Developing Growth R4 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Small Growth |
| LADTX | Lord Abbett Developing Growth R5 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Small Growth |
| LADVX | Lord Abbett Developing Growth R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Small Growth |
| LADYX | Lord Abbett Developing Growth I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Small Growth |
| LAFAX | Columbia Acorn International Sel A | Owns companies we recommend for divestment | 1 | 0 | 1 | 1 | X | Foreign Large Growth |
| LAFCX | Lord Abbett Affiliated C | Owns companies we recommend for divestment | 2 | 6 | 6 | 5 | X | Large Value |
| LAFFX | Lord Abbett Affiliated A | Owns companies we recommend for divestment | 2 | 6 | 6 | 5 | X | Large Value |
| 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 |
| LAFLX | Lord Abbett Focused Large Cap Value A | Owns companies we recommend for divestment | 1 | 2 | 2 | 3 | X | Large Value |
| LAFPX | Lord Abbett Affiliated P | Owns companies we recommend for divestment | 2 | 6 | 6 | 5 | X | Large Value |
| LAFQX | Lord Abbett Affiliated R2 | Owns companies we recommend for divestment | 2 | 6 | 6 | 5 | X | Large Value |
| LAFRX | Lord Abbett Affiliated R3 | Owns companies we recommend for divestment | 2 | 6 | 6 | 5 | X | Large Value |
| LAFSX | Lord Abbett Affiliated R4 | Owns companies we recommend for divestment | 2 | 6 | 6 | 5 | X | Large Value |
| LAFTX | Lord Abbett Affiliated R5 | Owns companies we recommend for divestment | 2 | 6 | 6 | 5 | X | Large Value |
| LAFVX | Lord Abbett Affiliated R6 | Owns companies we recommend for divestment | 2 | 6 | 6 | 5 | X | Large Value |
| LAFYX | Lord Abbett Affiliated I | Owns companies we recommend for divestment | 2 | 6 | 6 | 5 | X | Large Value |
| LAGWX | Lord Abbett Developing Growth A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Small Growth |
| LAIAX | Columbia Acorn International A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
| LAIDX | Lord Abbett International Value I | Owns companies we recommend for divestment | 2 | 3 | 2 | 3 | X | Foreign Large Value |
| LAIEX | Lord Abbett International Opp A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Blend |
| 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 |
| LAMGX | Lord Abbett Micro Cap Growth A | Owns companies we recommend for divestment | 1 | 1 | 1 | 2 | X | Small Growth |
| LAMHX | Lord Abbett Dividend Growth R6 | 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 |
| LAMYX | Lord Abbett Dividend Growth I | Owns companies we recommend for divestment | 1 | 4 | 2 | 3 | X | Large Blend |
| LANIX | Franklin Multi-Asset Growth I | Owns companies we recommend for divestment | 30 | 32 | 52 | 43 | X | Aggressive Allocation |
| 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 |
| LAVFX | Lord Abbett Fundamental Equity F | Owns companies we recommend for divestment | 2 | 2 | 5 | 5 | X | Large Value |
| 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 |
| 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 |
| LAVPX | Lord Abbett Fundamental Equity P | Owns companies we recommend for divestment | 2 | 2 | 5 | 5 | X | Large Value |
| LAVQX | Lord Abbett Fundamental Equity R2 | Owns companies we recommend for divestment | 2 | 2 | 5 | 5 | X | Large Value |
| LAVRX | Lord Abbett Fundamental Equity R3 | Owns companies we recommend for divestment | 2 | 2 | 5 | 5 | X | Large Value |
| LAVSX | Lord Abbett Fundamental Equity R4 | Owns companies we recommend for divestment | 2 | 2 | 5 | 5 | X | Large Value |
| LAVTX | Lord Abbett Fundamental Equity R5 | Owns companies we recommend for divestment | 2 | 2 | 5 | 5 | X | Large Value |
| LAVVX | Lord Abbett Fundamental Equity R6 | Owns companies we recommend for divestment | 2 | 2 | 5 | 5 | X | Large Value |
| LAVYX | Lord Abbett Fundamental Equity I | Owns companies we recommend for divestment | 2 | 2 | 5 | 5 | X | Large Value |
| LBAY | Leatherback Long/Short Alt Yld ETF | Owns companies we recommend for divestment | 1 | 1 | 3 | 3 | X | Long-Short Equity |
| LBDRX | BrandywineGLOBAL Div US Large Value R | Owns companies we recommend for divestment | 12 | 9 | 15 | 16 | X | Large Value |
| LBFIX | ClearBridge Select I | Owns companies we recommend for divestment | 1 | 1 | 3 | 2 | X | Mid-Cap Growth |
| LBGAX | ClearBridge Mid Cap Growth A | Owns companies we recommend for divestment | 2 | 0 | 2 | 2 | X | Mid-Cap Growth |
| 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 |
| LBISX | BrandywineGLOBAL Div US Large Value IS | Owns companies we recommend for divestment | 12 | 9 | 15 | 16 | X | Large Value |
| LBO | WHITEWOLF Publicly Listed Priv Eq ETF | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Miscellaneous Sector |
| LBRIX | ClearBridge Dividend Strategy FI | Owns companies we recommend for divestment | 2 | 2 | 6 | 5 | X | Large Value |
| LBSAX | Columbia Dividend Income A | Owns companies we recommend for divestment | 5 | 3 | 7 | 7 | X | Large Value |
| LBSCX | Columbia Dividend Income C | Owns companies we recommend for divestment | 5 | 3 | 7 | 7 | X | Large Value |
| LBWAX | BrandywineGLOBAL Div US Large Value A | Owns companies we recommend for divestment | 12 | 9 | 15 | 16 | X | Large Value |
| LBWCX | BrandywineGLOBAL Div US Large Value C | Owns companies we recommend for divestment | 12 | 9 | 15 | 16 | X | Large Value |
| LBWIX | BrandywineGLOBAL Div US Large Value I | Owns companies we recommend for divestment | 12 | 9 | 15 | 16 | X | Large Value |
| 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 |
| LCAIX | Lazard Opportunistic Strategies Instl | Owns companies we recommend for divestment | 27 | 31 | 44 | 39 | X | Tactical Allocation |
| LCAOX | Lazard Opportunistic Strategies Open | Owns companies we recommend for divestment | 27 | 31 | 44 | 39 | X | Tactical Allocation |
| LCBDX | ClearBridge Tactical Dividend Income IS | Owns companies we recommend for divestment | 3 | 2 | 5 | 6 | X | Large Value |
| LCBEX | ClearBridge Dividend Strategy IS | Owns companies we recommend for divestment | 2 | 2 | 6 | 5 | X | Large Value |
| LCBOX | ClearBridge Dividend Strategy 1 | Owns companies we recommend for divestment | 2 | 2 | 6 | 5 | X | Large Value |
| LCBSX | ClearBridge Select FI | Owns companies we recommend for divestment | 1 | 1 | 3 | 2 | X | Mid-Cap Growth |
| LCBVX | ClearBridge Large Cap Value R | Owns companies we recommend for divestment | 4 | 4 | 6 | 7 | X | Large Value |
| LCCAX | Columbia Contrarian Core A | Owns companies we recommend for divestment | 5 | 5 | 10 | 9 | X | Large Blend |
| LCCCX | Columbia Contrarian Core C | Owns companies we recommend for divestment | 5 | 5 | 10 | 9 | X | Large Blend |
| LCDS | JPMorgan Fundamental Data Sci Lg Cor ETF | Owns companies we recommend for divestment | 3 | 6 | 7 | 8 | X | Large Blend |
| LCEAX | Invesco Diversified Dividend A | Owns companies we recommend for divestment | 5 | 4 | 5 | 6 | X | Large Value |
| LCEFX | Invesco Diversified Dividend R6 | Owns companies we recommend for divestment | 5 | 4 | 5 | 6 | X | Large Value |
| LCEIX | Invesco Diversified Dividend Investor | Owns companies we recommend for divestment | 5 | 4 | 5 | 6 | X | Large Value |
| LCEVX | Invesco Diversified Dividend C | Owns companies we recommend for divestment | 5 | 4 | 5 | 6 | X | Large Value |
| LCEYX | Invesco Diversified Dividend Y | Owns companies we recommend for divestment | 5 | 4 | 5 | 6 | X | Large Value |
| LCF | Touchstone US Large Cap Focused ETF | Owns companies we recommend for divestment | 2 | 3 | 8 | 6 | X | Large Blend |
| LCFLX | Lord Abbett Focused Large Cap Value C | Owns companies we recommend for divestment | 1 | 2 | 2 | 3 | X | Large Value |
| LCG | Sterling Capital Focus Equity ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 3 | X | Large Growth |
| LCGFX | William Blair Large Cap Growth I | 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 |
| LCGNX | William Blair Large Cap Growth N | Owns companies we recommend for divestment | 1 | 3 | 2 | 6 | X | Large Growth |
| LCGRX | Loomis Sayles Small Cap Growth Retail | Owns companies we recommend for divestment | 2 | 1 | 1 | 2 | X | Small Growth |
| LCIAX | SEI Large Cap Index A (SIIT) | Owns companies we recommend for divestment | 23 | 28 | 34 | 38 | X | Large Blend |
| LCILX | ClearBridge Sustainability Leaders IS | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 6 | V | Large Blend |
| LCISX | ClearBridge Sustainability Leaders I | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 6 | V | Large Blend |
| LCLAX | ClearBridge Select A | Owns companies we recommend for divestment | 1 | 1 | 3 | 2 | X | Mid-Cap Growth |
| LCLCX | ClearBridge Select C | Owns companies we recommend for divestment | 1 | 1 | 3 | 2 | X | Mid-Cap Growth |
| LCLG | Logan Capital Broad Innovative Gr ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 4 | 4 | X | Large Growth |
| LCLIX | ClearBridge Large Cap Value 1 | Owns companies we recommend for divestment | 4 | 4 | 6 | 7 | X | Large Value |
| LCMGX | Lord Abbett Micro Cap Growth C | Owns companies we recommend for divestment | 1 | 1 | 1 | 2 | X | Small Growth |
| LCMIX | ClearBridge Mid Cap Growth IS | Owns companies we recommend for divestment | 2 | 0 | 2 | 2 | X | Mid-Cap Growth |
| LCMMX | ClearBridge Large Cap Growth O | Owns companies we recommend for divestment | 1 | 3 | 5 | 7 | X | Large Growth |
| LCMNX | Miller Income C | Owns companies we recommend for divestment | 1 | 0 | 1 | 1 | X | Moderately Aggressive Allocation |
| LCMRX | ClearBridge Mid Cap Growth R | Owns companies we recommend for divestment | 2 | 0 | 2 | 2 | X | Mid-Cap Growth |
| LCORX | Leuthold Core Investment Retail | Owns companies we recommend for divestment | 2 | 5 | 5 | 4 | X | Tactical Allocation |
| LCRIX | Leuthold Core Investment I | Owns companies we recommend for divestment | 2 | 5 | 5 | 4 | X | Tactical Allocation |
| 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 |
| LCSSX | ClearBridge Select IS | Owns companies we recommend for divestment | 1 | 1 | 3 | 2 | X | Mid-Cap Growth |
| LCSTX | ClearBridge Sustainability Leaders FI | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 6 | V | Large Blend |
| LCTD | BlackRock World ex US Cbn Tnstn Rdns ETF | Owns companies we recommend for divestment | 7 | 5 | 16 | 6 | V | Foreign Large Blend |
| LCTU | BlackRock US Carbon Transition Rdnss ETF | Owns companies we recommend for divestment | 10 | 14 | 22 | 17 | V | Large Blend |
| LDEM | iShares® ESG MSCI EM Leaders ETF | Owns companies we recommend for divestment | 2 | 0 | 4 | 0 | V | Diversified Emerging Mkts |
| LDFOX | Lord Abbett Fundamental Equity F3 | Owns companies we recommend for divestment | 2 | 2 | 5 | 5 | X | Large Value |
| LDFVX | Lord Abbett Fundamental Equity A | Owns companies we recommend for divestment | 2 | 2 | 5 | 5 | X | Large Value |
| 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 |
| LDVAX | AXS FTSE Vntr Cptl RetTrckr A | Owns companies we recommend for divestment | 8 | 6 | 15 | 11 | X | Large Growth |
| LDVCX | AXS FTSE Vntr Cptl RetTrckr C | Owns companies we recommend for divestment | 8 | 6 | 15 | 11 | X | Large Growth |
| LDVIX | AXS FTSE Vntr Cptl RetTrckr I | Owns companies we recommend for divestment | 8 | 6 | 15 | 11 | X | Large Growth |
| LEAD | Siren DIVCON Leaders Dividend ETF | Owns companies we recommend for divestment | 1 | 3 | 1 | 3 | X | Large Blend |
| 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 |
| 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 |
| LEBAX | BlackRock LifePath ESG Index 2050 Inv A | Owns companies we recommend for divestment | 52 | 33 | 93 | 37 | V | Target-Date 2050 |
| LEEIX | BlackRock LifePath ESG Index 2055 Instl | Owns companies we recommend for divestment | 52 | 33 | 93 | 37 | V | Target-Date 2055 |
| LEGAX | Columbia Large Cap Growth A | Owns companies we recommend for divestment | 1 | 3 | 5 | 5 | X | Large Growth |
| LEGCX | Columbia Large Cap Growth C | Owns companies we recommend for divestment | 1 | 3 | 5 | 5 | X | Large Growth |
| LEGIX | BlackRock LifePath ESG Index 2050 Instl | Owns companies we recommend for divestment | 52 | 33 | 93 | 37 | V | Target-Date 2050 |
| LEGR | First Trust Indxx Invtv Tnsctn&Prcs ETF | Owns companies we recommend for divestment | 4 | 7 | 9 | 11 | X | Digital Assets |
| LEHAX | BlackRock LifePath ESG Index 2045 Inv A | Owns companies we recommend for divestment | 52 | 33 | 93 | 37 | V | Target-Date 2045 |
| LEHIX | BlackRock LifePath ESG Index 2045 Instl | Owns companies we recommend for divestment | 52 | 33 | 93 | 37 | V | Target-Date 2045 |
| LEHKX | BlackRock LifePath ESG Index 2045 K | Owns companies we recommend for divestment | 52 | 33 | 93 | 37 | V | Target-Date 2045 |
| LEICX | Federated Hermes Equity Income C | Owns companies we recommend for divestment | 7 | 8 | 10 | 9 | X | Large Value |
| LEIFX | Federated Hermes Equity Income A | Owns companies we recommend for divestment | 7 | 8 | 10 | 9 | X | Large Value |
| LEISX | Federated Hermes Equity Income IS | Owns companies we recommend for divestment | 7 | 8 | 10 | 9 | X | Large Value |
| LEJAX | BlackRock LifePath ESG Index 2035 Inv A | Owns companies we recommend for divestment | 52 | 33 | 93 | 37 | V | Target-Date 2035 |
| LEJIX | BlackRock LifePath ESG Index 2035 Instl | Owns companies we recommend for divestment | 52 | 33 | 93 | 37 | V | Target-Date 2035 |
| LEJKX | BlackRock LifePath ESG Index 2035 K | Owns companies we recommend for divestment | 52 | 33 | 93 | 37 | V | Target-Date 2035 |
| LEKAX | BlackRock LifePath ESG Index 2040 Inv A | Owns companies we recommend for divestment | 52 | 33 | 93 | 37 | V | Target-Date 2040 |
| LEKIX | BlackRock LifePath ESG Index 2040 Instl | Owns companies we recommend for divestment | 52 | 33 | 93 | 37 | V | Target-Date 2040 |
| LEKKX | BlackRock LifePath ESG Index 2040 K | Owns companies we recommend for divestment | 52 | 33 | 93 | 37 | V | Target-Date 2040 |
| LENAX | BlackRock LifePath ESG Index 2030 Inv A | Owns companies we recommend for divestment | 52 | 33 | 93 | 37 | V | Target-Date 2030 |
| LENIX | BlackRock LifePath ESG Index 2030 Instl | Owns companies we recommend for divestment | 52 | 33 | 93 | 37 | V | Target-Date 2030 |
| LENKX | BlackRock LifePath ESG Index 2030 K | Owns companies we recommend for divestment | 52 | 33 | 93 | 37 | V | Target-Date 2030 |
| LEPKX | BlackRock LifePath ESG Index 2050 K | Owns companies we recommend for divestment | 52 | 33 | 93 | 37 | V | Target-Date 2050 |
| LEQAX | LoCorr Dynamic Opportunity A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 2 | X | Long-Short Equity |
| LEQCX | LoCorr Dynamic Opportunity C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 2 | X | Long-Short Equity |
| LEQIX | LoCorr Dynamic Opportunity I | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 2 | X | Long-Short Equity |
| LEVAX | BlackRock LifePath ESG Index 2055 Inv A | Owns companies we recommend for divestment | 52 | 33 | 93 | 37 | V | Target-Date 2055 |
| LEVIX | Lazard US Equity Concentrated Instl | Owns companies we recommend for divestment | 1 | 2 | 2 | 1 | X | Large Blend |
| LEVKX | BlackRock LifePath ESG Index 2055 K | Owns companies we recommend for divestment | 52 | 33 | 93 | 37 | V | Target-Date 2055 |
| LEVOX | Lazard US Equity Concentrated Open | Owns companies we recommend for divestment | 1 | 2 | 2 | 1 | X | Large Blend |
| LEWAX | BlackRock LifePath ESG Index 2065 Inv A | Owns companies we recommend for divestment | 52 | 33 | 93 | 37 | V | Target-Date 2065+ |
| LEWIX | BlackRock LifePath ESG Index 2065 Instl | Owns companies we recommend for divestment | 52 | 33 | 93 | 37 | V | Target-Date 2065+ |
| LEWKX | BlackRock LifePath ESG Index 2065 K | Owns companies we recommend for divestment | 52 | 33 | 93 | 37 | V | Target-Date 2065+ |
| LEXCX | Voya Corporate Leaders Trust B | Owns companies we recommend for divestment | 2 | 1 | 4 | 0 | X | Large Value |
| LEZAX | BlackRock LifePath ESG Index 2060 Inv A | Owns companies we recommend for divestment | 52 | 33 | 93 | 37 | V | Target-Date 2060 |
| LEZIX | BlackRock LifePath ESG Index 2060 Instl | Owns companies we recommend for divestment | 52 | 33 | 93 | 37 | V | Target-Date 2060 |
| LEZKX | BlackRock LifePath ESG Index 2060 K | Owns companies we recommend for divestment | 52 | 33 | 93 | 37 | V | Target-Date 2060 |
| LFEAX | MFS Lifetime 2035 A | Owns companies we recommend for divestment | 22 | 16 | 24 | 26 | X | Target-Date 2035 |
| LFEBX | MFS Lifetime 2035 B | Owns companies we recommend for divestment | 22 | 16 | 24 | 26 | X | Target-Date 2035 |
| LFECX | MFS Lifetime 2035 C | Owns companies we recommend for divestment | 22 | 16 | 24 | 26 | X | Target-Date 2035 |
| LFEDX | MFS Lifetime 2035 I | Owns companies we recommend for divestment | 22 | 16 | 24 | 26 | X | Target-Date 2035 |
| LFEIX | Federated Hermes Equity Income F | Owns companies we recommend for divestment | 7 | 8 | 10 | 9 | X | Large Value |
| LFEKX | MFS Lifetime 2035 R6 | Owns companies we recommend for divestment | 22 | 16 | 24 | 26 | X | Target-Date 2035 |
| LFEQ | VanEck Lg/Flat Trend ETF | Owns companies we recommend for divestment | 18 | 20 | 28 | 26 | X | Large Blend |
| LFERX | MFS Lifetime 2035 R1 | Owns companies we recommend for divestment | 22 | 16 | 24 | 26 | X | Target-Date 2035 |
| LFESX | MFS Lifetime 2035 R2 | Owns companies we recommend for divestment | 22 | 16 | 24 | 26 | X | Target-Date 2035 |
| LFETX | MFS Lifetime 2035 R3 | Owns companies we recommend for divestment | 22 | 16 | 24 | 26 | X | Target-Date 2035 |
| LFEUX | MFS Lifetime 2035 R4 | Owns companies we recommend for divestment | 22 | 16 | 24 | 26 | X | Target-Date 2035 |
| LFFLX | Lord Abbett Focused Large Cap Value F | Owns companies we recommend for divestment | 1 | 2 | 2 | 3 | X | Large Value |
| LFGAX | Lord Abbett Focused Growth A | Owns companies we recommend for divestment | 1 | 2 | 4 | 4 | X | Large Growth |
| LFGCX | Lord Abbett Focused Growth C | Owns companies we recommend for divestment | 1 | 2 | 4 | 4 | X | Large Growth |
| LFGFX | Lord Abbett Focused Growth F | Owns companies we recommend for divestment | 1 | 2 | 4 | 4 | X | Large Growth |
| LFGIX | Lord Abbett Focused Growth I | Owns companies we recommend for divestment | 1 | 2 | 4 | 4 | X | Large Growth |
| LFGOX | Lord Abbett Focused Growth F3 | Owns companies we recommend for divestment | 1 | 2 | 4 | 4 | X | Large Growth |
| LFGQX | Lord Abbett Focused Growth R3 | Owns companies we recommend for divestment | 1 | 2 | 4 | 4 | X | Large Growth |
| LFGSX | Lord Abbett Focused Growth R4 | Owns companies we recommend for divestment | 1 | 2 | 4 | 4 | X | Large Growth |
| LFGTX | Lord Abbett Focused Growth R5 | Owns companies we recommend for divestment | 1 | 2 | 4 | 4 | X | Large Growth |
| LFGVX | Lord Abbett Focused Growth R6 | Owns companies we recommend for divestment | 1 | 2 | 4 | 4 | X | Large Growth |
| LFIAX | MFS Lifetime 2055 A | Owns companies we recommend for divestment | 22 | 16 | 24 | 26 | X | Target-Date 2055 |
| LFIBX | MFS Lifetime 2055 B | Owns companies we recommend for divestment | 22 | 16 | 24 | 26 | X | Target-Date 2055 |
| LFICX | MFS Lifetime 2055 C | Owns companies we recommend for divestment | 22 | 16 | 24 | 26 | X | Target-Date 2055 |
| LFIIX | MFS Lifetime 2055 I | Owns companies we recommend for divestment | 22 | 16 | 24 | 26 | X | Target-Date 2055 |
| LFIKX | MFS Lifetime 2055 R6 | Owns companies we recommend for divestment | 22 | 16 | 24 | 26 | X | Target-Date 2055 |
| LFIRX | MFS Lifetime 2055 R1 | Owns companies we recommend for divestment | 22 | 16 | 24 | 26 | X | Target-Date 2055 |
| LFISX | MFS Lifetime 2055 R2 | Owns companies we recommend for divestment | 22 | 16 | 24 | 26 | X | Target-Date 2055 |
| LFITX | MFS Lifetime 2055 R3 | Owns companies we recommend for divestment | 22 | 16 | 24 | 26 | X | Target-Date 2055 |
| LFIUX | MFS Lifetime 2055 R4 | Owns companies we recommend for divestment | 22 | 16 | 24 | 26 | X | Target-Date 2055 |
| LFLTX | Lord Abbett Focused Large Cap Value R5 | Owns companies we recommend for divestment | 1 | 2 | 2 | 3 | X | Large Value |
| LFMGX | Lord Abbett Micro Cap Growth F | Owns companies we recommend for divestment | 1 | 1 | 1 | 2 | X | Small Growth |
| LFSC | F/m Emerald Life Sciences Innovation ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Health |
| LFSFX | Lord Abbett Focused Small Cap Value F | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Value |
| LFTFX | MFS Lifetime 2065 A | Owns companies we recommend for divestment | 22 | 16 | 24 | 26 | X | Target-Date 2065+ |
| LFTGX | MFS Lifetime 2065 C | Owns companies we recommend for divestment | 22 | 16 | 24 | 26 | X | Target-Date 2065+ |
| LFTHX | MFS Lifetime 2065 I | Owns companies we recommend for divestment | 22 | 16 | 24 | 26 | X | Target-Date 2065+ |
| LFTJX | MFS Lifetime 2065 R1 | Owns companies we recommend for divestment | 22 | 16 | 24 | 26 | X | Target-Date 2065+ |
| LFTKX | MFS Lifetime 2065 R2 | Owns companies we recommend for divestment | 22 | 16 | 24 | 26 | X | Target-Date 2065+ |
| LFTLX | MFS Lifetime 2065 R3 | Owns companies we recommend for divestment | 22 | 16 | 24 | 26 | X | Target-Date 2065+ |
| LFTMX | MFS Lifetime 2065 R4 | Owns companies we recommend for divestment | 22 | 16 | 24 | 26 | X | Target-Date 2065+ |
| LFTNX | MFS Lifetime 2065 R6 | Owns companies we recommend for divestment | 22 | 16 | 24 | 26 | X | Target-Date 2065+ |
| 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 |
| LGASX | ClearBridge Small Cap FI | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 0 | X | Small Blend |
| LGCAX | Lord Abbett Global Equity A | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 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 | 4 | 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 | 4 | 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 | 4 | 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 | 4 | 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 | 4 | 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 | 4 | 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 | 4 | 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 | 4 | 6 | X | Global Large-Stock Blend |
| LGFEX | Franklin International Equity FI | Owns companies we recommend for divestment | 7 | 3 | 15 | 3 | X | Foreign Large Blend |
| LGGAX | ClearBridge International Growth A | Owns companies we recommend for divestment | 1 | 0 | 3 | 3 | X | Foreign Large Growth |
| LGH | HCM Defender 500 Index ETF | Owns companies we recommend for divestment | 19 | 20 | 27 | 27 | X | Large Blend |
| LGHT | Langar Global HealthTech ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Health |
| LGIEX | Franklin International Equity I | Owns companies we recommend for divestment | 7 | 3 | 15 | 3 | X | Foreign Large Blend |
| LGILX | Schwab Select Large Cap Growth | Owns companies we recommend for divestment | 0 | 6 | 7 | 6 | X | Large Growth |
| LGLAX | Lord Abbett Growth Leaders A | Owns companies we recommend for divestment | 2 | 4 | 4 | 5 | X | Large Growth |
| LGLCX | Lord Abbett Growth Leaders C | Owns companies we recommend for divestment | 2 | 4 | 4 | 5 | X | Large Growth |
| LGLFX | Lord Abbett Growth Leaders F | Owns companies we recommend for divestment | 2 | 4 | 4 | 5 | X | Large Growth |
| LGLIX | Lord Abbett Growth Leaders I | Owns companies we recommend for divestment | 2 | 4 | 4 | 5 | X | Large Growth |
| LGLOX | Lord Abbett Growth Leaders F3 | Owns companies we recommend for divestment | 2 | 4 | 4 | 5 | X | Large Growth |
| LGLQX | Lord Abbett Growth Leaders R2 | Owns companies we recommend for divestment | 2 | 4 | 4 | 5 | X | Large Growth |
| LGLRX | Lord Abbett Growth Leaders R3 | Owns companies we recommend for divestment | 2 | 4 | 4 | 5 | X | Large Growth |
| LGLSX | Lord Abbett Growth Leaders R4 | Owns companies we recommend for divestment | 2 | 4 | 4 | 5 | X | Large Growth |
| LGLUX | Lord Abbett Growth Leaders R5 | Owns companies we recommend for divestment | 2 | 4 | 4 | 5 | X | Large Growth |
| LGLV | SPDR® SSGA US Large Cap Low Volatil ETF | Owns companies we recommend for divestment | 7 | 9 | 9 | 13 | X | Large Blend |
| LGLVX | Lord Abbett Growth Leaders R6 | Owns companies we recommend for divestment | 2 | 4 | 4 | 5 | X | Large Growth |
| LGMAX | Loomis Sayles Global Allocation A | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 4 | 4 | X | Global Allocation |
| LGMCX | Loomis Sayles Global Allocation C | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 4 | 4 | X | Global Allocation |
| LGMNX | Loomis Sayles Global Allocation N | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 4 | 4 | X | Global Allocation |
| LGOAX | Patient Opportunity A | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 5 | 3 | X | Mid-Cap Value |
| LGOFX | Lord Abbett Growth Opportunities F | Owns companies we recommend for divestment | 3 | 1 | 1 | 4 | X | Mid-Cap Growth |
| LGOPX | Lord Abbett Growth Opportunities P | Owns companies we recommend for divestment | 3 | 1 | 1 | 4 | X | Mid-Cap Growth |
| LGOQX | Lord Abbett Growth Opportunities R2 | Owns companies we recommend for divestment | 3 | 1 | 1 | 4 | X | Mid-Cap Growth |
| LGORX | Lord Abbett Growth Opportunities R3 | Owns companies we recommend for divestment | 3 | 1 | 1 | 4 | X | Mid-Cap Growth |
| LGOSX | Lord Abbett Growth Opportunities R4 | Owns companies we recommend for divestment | 3 | 1 | 1 | 4 | X | Mid-Cap Growth |
| LGOTX | Lord Abbett Growth Opportunities R5 | Owns companies we recommend for divestment | 3 | 1 | 1 | 4 | X | Mid-Cap Growth |
| LGOVX | Lord Abbett Growth Opportunities R6 | Owns companies we recommend for divestment | 3 | 1 | 1 | 4 | X | Mid-Cap Growth |
| LGPIX | ProFunds Large Cap Growth Inv | Owns companies we recommend for divestment | 5 | 7 | 11 | 11 | X | Large Growth |
| LGPSX | ProFunds Large Cap Growth Svc | Owns companies we recommend for divestment | 5 | 7 | 11 | 11 | X | Large Growth |
| LGRCX | Loomis Sayles Growth C | Owns companies we recommend for divestment | 1 | 3 | 6 | 7 | X | Large Growth |
| LGRNX | Loomis Sayles Growth N | Owns companies we recommend for divestment | 1 | 3 | 6 | 7 | X | Large Growth |
| LGRO | Level Four Large Cap Growth Active ETF | Owns companies we recommend for divestment | 1 | 3 | 6 | 5 | X | Large Growth |
| LGRRX | Loomis Sayles Growth A | Owns companies we recommend for divestment | 1 | 3 | 6 | 7 | X | Large Growth |
| LGSCX | Franklin U.S. Small Cap Equity FI | Owns companies we recommend for divestment | 1 | 1 | 2 | 1 | X | Small Blend |
| LGVAX | ClearBridge Value A | Owns companies we recommend for divestment | 1 | 3 | 4 | 1 | X | Large Value |
| LHCAX | Lord Abbett Health Care A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Health |
| LHCCX | Lord Abbett Health Care C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Health |
| LHCFX | Lord Abbett Health Care F | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Health |
| LHCIX | Lord Abbett Health Care I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Health |
| LHCOX | Lord Abbett Health Care F3 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Health |
| LHCQX | Lord Abbett Health Care R3 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Health |
| LHCSX | Lord Abbett Health Care R4 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Health |
| LHCTX | Lord Abbett Health Care R5 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Health |
| LHCVX | Lord Abbett Health Care R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Health |
| LIACX | Columbia Acorn C | Owns companies we recommend for divestment | 2 | 1 | 0 | 2 | X | Mid-Cap 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 |
| LICAX | Lord Abbett International Equity A | Owns companies we recommend for divestment | 1 | 1 | 3 | 0 | X | Foreign Large Blend |
| LICCX | Lord Abbett International Equity C | Owns companies we recommend for divestment | 1 | 1 | 3 | 0 | X | Foreign Large Blend |
| LICFX | Lord Abbett International Equity F | Owns companies we recommend for divestment | 1 | 1 | 3 | 0 | X | Foreign Large Blend |
| LICOX | Lord Abbett International Equity F3 | Owns companies we recommend for divestment | 1 | 1 | 3 | 0 | X | Foreign Large Blend |
| LICPX | Lord Abbett International Equity P | Owns companies we recommend for divestment | 1 | 1 | 3 | 0 | X | Foreign Large Blend |
| LICQX | Lord Abbett International Equity R2 | Owns companies we recommend for divestment | 1 | 1 | 3 | 0 | X | Foreign Large Blend |
| LICRX | Lord Abbett International Equity R3 | Owns companies we recommend for divestment | 1 | 1 | 3 | 0 | X | Foreign Large Blend |
| LICSX | Lord Abbett International Equity R4 | Owns companies we recommend for divestment | 1 | 1 | 3 | 0 | X | Foreign Large Blend |
| LICTX | Lord Abbett International Equity R5 | Owns companies we recommend for divestment | 1 | 1 | 3 | 0 | X | Foreign Large Blend |
| LICVX | Lord Abbett International Equity R6 | Owns companies we recommend for divestment | 1 | 1 | 3 | 0 | X | Foreign Large Blend |
| LICYX | Lord Abbett International Equity I | Owns companies we recommend for divestment | 1 | 1 | 3 | 0 | X | Foreign Large Blend |
| LIDAX | Lord Abbett International Value A | Owns companies we recommend for divestment | 2 | 3 | 2 | 3 | X | Foreign Large Value |
| LIDCX | Lord Abbett International Value C | Owns companies we recommend for divestment | 2 | 3 | 2 | 3 | X | Foreign Large Value |
| LIDFX | Lord Abbett International Value F | Owns companies we recommend for divestment | 2 | 3 | 2 | 3 | X | Foreign Large Value |
| LIDOX | Lord Abbett International Value F3 | Owns companies we recommend for divestment | 2 | 3 | 2 | 3 | X | Foreign Large Value |
| LIDPX | BlackRock LifePath® Index 2030 Inv P | Owns companies we recommend for divestment | 61 | 50 | 102 | 59 | X | Target-Date 2030 |
| LIDRX | Lord Abbett International Value R2 | Owns companies we recommend for divestment | 2 | 3 | 2 | 3 | X | Foreign Large Value |
| LIESX | Franklin International Equity IS | Owns companies we recommend for divestment | 7 | 3 | 15 | 3 | X | Foreign Large Blend |
| LIFEX | Domini Sustainable Solutions Ins | Owns companies we recommend for divestment | 0 | 0 | 2 | 1 | V | Global Small/Mid Stock |
| LIFLX | Lord Abbett Focused Large Cap Value I | Owns companies we recommend for divestment | 1 | 2 | 2 | 3 | X | Large Value |
| LIGCX | Loomis Sayles International Growth C | Owns companies we recommend for divestment | 1 | 1 | 0 | 0 | X | Foreign Large Growth |
| LIGGX | Loomis Sayles International Growth A | 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 |
| LIHAX | BlackRock LifePath® Index 2045 Inv A | Owns companies we recommend for divestment | 61 | 50 | 102 | 59 | X | Target-Date 2045 |
| LIHIX | BlackRock LifePath® Index 2045 Instl | Owns companies we recommend for divestment | 61 | 50 | 102 | 59 | X | Target-Date 2045 |
| LIHKX | BlackRock LifePath® Index 2045 K | Owns companies we recommend for divestment | 61 | 50 | 102 | 59 | X | Target-Date 2045 |
| LIHPX | BlackRock LifePath® Index 2045 Inv P | Owns companies we recommend for divestment | 61 | 50 | 102 | 59 | X | Target-Date 2045 |
| LIJAX | BlackRock LifePath® Index 2035 Inv A | Owns companies we recommend for divestment | 61 | 50 | 102 | 59 | X | Target-Date 2035 |
| LIJIX | BlackRock LifePath® Index 2035 Instl | Owns companies we recommend for divestment | 61 | 50 | 102 | 59 | X | Target-Date 2035 |
| LIJKX | BlackRock LifePath® Index 2035 K | Owns companies we recommend for divestment | 61 | 50 | 102 | 59 | X | Target-Date 2035 |
| LIJPX | BlackRock LifePath® Index 2035 Inv P | Owns companies we recommend for divestment | 61 | 50 | 102 | 59 | X | Target-Date 2035 |
| LIKAX | BlackRock LifePath® Index 2040 Inv A | Owns companies we recommend for divestment | 61 | 50 | 102 | 59 | X | Target-Date 2040 |
| LIKIX | BlackRock LifePath® Index 2040 Instl | Owns companies we recommend for divestment | 61 | 50 | 102 | 59 | X | Target-Date 2040 |
| LIKKX | BlackRock LifePath® Index 2040 K | Owns companies we recommend for divestment | 61 | 50 | 102 | 59 | X | Target-Date 2040 |
| LIKPX | BlackRock LifePath® Index 2040 Inv P | Owns companies we recommend for divestment | 61 | 50 | 102 | 59 | X | Target-Date 2040 |
| LIMAX | Cromwell Tran Sustainable Focus Investor | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 5 | 5 | V | Large Growth |
| LIMI | Themes Lithium & Battery Metal Mnrs ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Natural Resources |
| LIMIX | Cromwell Tran Sustainable Focus Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 5 | 5 | V | Large Growth |
| LINAX | BlackRock LifePath® Index 2030 Inv A | Owns companies we recommend for divestment | 61 | 50 | 102 | 59 | X | Target-Date 2030 |
| 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 |
| LINIX | BlackRock LifePath® Index 2030 Instl | Owns companies we recommend for divestment | 61 | 50 | 102 | 59 | X | Target-Date 2030 |
| LINKX | BlackRock LifePath® Index 2030 K | Owns companies we recommend for divestment | 61 | 50 | 102 | 59 | X | Target-Date 2030 |
| 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 |
| LINYX | Lord Abbett International Opp I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Blend |
| LIONX | Issachar N | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Tactical Allocation |
| LIORX | ClearBridge International Value R | Owns companies we recommend for divestment | 1 | 1 | 4 | 2 | X | Foreign Large Value |
| LIOTX | Issachar I | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Tactical Allocation |
| LIPAX | BlackRock LifePath® Index 2050 Inv A | Owns companies we recommend for divestment | 61 | 50 | 102 | 59 | X | Target-Date 2050 |
| LIPIX | BlackRock LifePath® Index 2050 Instl | Owns companies we recommend for divestment | 61 | 50 | 102 | 59 | X | Target-Date 2050 |
| LIPKX | BlackRock LifePath® Index 2050 K | Owns companies we recommend for divestment | 61 | 50 | 102 | 59 | X | Target-Date 2050 |
| LIPPX | BlackRock LifePath® Index 2050 Inv P | Owns companies we recommend for divestment | 61 | 50 | 102 | 59 | X | Target-Date 2050 |
| LIRRX | Lord Abbett International Value R3 | Owns companies we recommend for divestment | 2 | 3 | 2 | 3 | X | Foreign Large Value |
| LIRSX | Lord Abbett International Value R4 | Owns companies we recommend for divestment | 2 | 3 | 2 | 3 | X | Foreign Large Value |
| LIRTX | Lord Abbett International Value R5 | Owns companies we recommend for divestment | 2 | 3 | 2 | 3 | X | Foreign Large Value |
| LIRVX | Lord Abbett International Value R6 | Owns companies we recommend for divestment | 2 | 3 | 2 | 3 | X | Foreign Large Value |
| LISGX | ClearBridge Small Cap IS | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 0 | X | Small Blend |
| LISIX | Lazard International Strategic Eq Instl | Owns companies we recommend for divestment | 2 | 0 | 4 | 3 | X | Foreign Large Blend |
| LISOX | Lazard International Strategic Eq Open | Owns companies we recommend for divestment | 2 | 0 | 4 | 3 | X | Foreign Large Blend |
| LIT | Global X Lithium & Battery Tech 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 |
| LIVAX | BlackRock LifePath® Index 2055 Inv A | Owns companies we recommend for divestment | 61 | 50 | 102 | 59 | X | Target-Date 2055 |
| LIVIX | BlackRock LifePath® Index 2055 Instl | Owns companies we recommend for divestment | 61 | 50 | 102 | 59 | X | Target-Date 2055 |
| LIVKX | BlackRock LifePath® Index 2055 K | Owns companies we recommend for divestment | 61 | 50 | 102 | 59 | X | Target-Date 2055 |
| LIVPX | BlackRock LifePath® Index 2055 Inv P | Owns companies we recommend for divestment | 61 | 50 | 102 | 59 | X | Target-Date 2055 |
| LIVR | Intelligent Livermore ETF | Owns companies we recommend for divestment | 0 | 1 | 4 | 2 | X | Large Blend |
| LIWAX | BlackRock LifePath® Index 2065 Inv A | Owns companies we recommend for divestment | 61 | 50 | 102 | 59 | X | Target-Date 2065+ |
| LIWIX | BlackRock LifePath® Index 2065 Instl | Owns companies we recommend for divestment | 61 | 50 | 102 | 59 | X | Target-Date 2065+ |
| LIWKX | BlackRock LifePath® Index 2065 K | Owns companies we recommend for divestment | 61 | 50 | 102 | 59 | X | Target-Date 2065+ |
| LIWPX | BlackRock LifePath® Index 2065 Inv P | Owns companies we recommend for divestment | 61 | 50 | 102 | 59 | X | Target-Date 2065+ |
| LIYAX | BlackRock LifePath® Index 2070 Inv A | Owns companies we recommend for divestment | 61 | 50 | 102 | 59 | X | Target-Date 2065+ |
| LIYIX | BlackRock LifePath® Index 2070 Instl | Owns companies we recommend for divestment | 61 | 50 | 102 | 59 | X | Target-Date 2065+ |
| LIYKX | BlackRock LifePath® Index 2070 K | Owns companies we recommend for divestment | 61 | 50 | 102 | 59 | X | Target-Date 2065+ |
| LIYPX | BlackRock LifePath® Index 2070 P | Owns companies we recommend for divestment | 61 | 50 | 102 | 59 | X | Target-Date 2065+ |
| LIZAX | BlackRock LifePath® Index 2060 Inv A | Owns companies we recommend for divestment | 61 | 50 | 102 | 59 | X | Target-Date 2060 |
| LIZIX | BlackRock LifePath® Index 2060 Instl | Owns companies we recommend for divestment | 61 | 50 | 102 | 59 | X | Target-Date 2060 |
| LIZKX | BlackRock LifePath® Index 2060 K | Owns companies we recommend for divestment | 61 | 50 | 102 | 59 | X | Target-Date 2060 |
| LIZPX | BlackRock LifePath® Index 2060 Inv P | Owns companies we recommend for divestment | 61 | 50 | 102 | 59 | X | Target-Date 2060 |
| LKBAX | LKCM Balanced | Owns companies we recommend for divestment | 3 | 3 | 6 | 8 | X | Moderate Allocation |
| LKBLX | LK Balanced Institutional | Owns companies we recommend for divestment | 1 | 4 | 2 | 3 | X | Moderately Aggressive Allocation |
| LKEQX | LKCM Equity | Owns companies we recommend for divestment | 2 | 2 | 3 | 5 | 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 in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Small Growth |
| LKSMX | LKCM Small-Mid Cap Equity Institutional | Owns companies we recommend for divestment | 1 | 2 | 0 | 2 | X | Mid-Cap Growth |
| LLAIX | Franklin Multi-Asset Moderate Growth I | Owns companies we recommend for divestment | 30 | 32 | 52 | 43 | X | Moderately Aggressive Allocation |
| LLARX | Franklin Multi-Asset Conservative Gr R | Owns companies we recommend for divestment | 30 | 32 | 52 | 43 | X | Moderate 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 |
| LLLRX | Franklin Multi-Asset Growth R | Owns companies we recommend for divestment | 30 | 32 | 52 | 43 | X | Aggressive Allocation |
| LLMRX | Franklin Multi-Asset Moderate Growth R | Owns companies we recommend for divestment | 30 | 32 | 52 | 43 | X | Moderately Aggressive Allocation |
| LLPFX | Longleaf Partners | Owns companies we recommend for divestment | 1 | 0 | 3 | 1 | X | Mid-Cap Value |
| LLSCX | Longleaf Partners Small-Cap | Owns no companies in our database | 0 | 0 | 0 | 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 |
| LMASX | ClearBridge Small Cap C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 0 | X | Small Blend |
| 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 |
| LMBMX | Franklin U.S. Small Cap Equity IS | Owns companies we recommend for divestment | 1 | 1 | 2 | 1 | X | Small Blend |
| 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 |
| 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 |
| LMCJX | Miller Income A | Owns companies we recommend for divestment | 1 | 0 | 1 | 1 | X | Moderately Aggressive Allocation |
| LMCKX | Miller Income FI | Owns companies we recommend for divestment | 1 | 0 | 1 | 1 | X | Moderately Aggressive Allocation |
| LMCLX | Miller Income I | Owns companies we recommend for divestment | 1 | 0 | 1 | 1 | X | Moderately Aggressive Allocation |
| LMCMX | Miller Income IS | Owns companies we recommend for divestment | 1 | 0 | 1 | 1 | X | Moderately Aggressive Allocation |
| 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 |
| 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 |
| LMEAX | Franklin International Equity A | Owns companies we recommend for divestment | 7 | 3 | 15 | 3 | X | Foreign Large Blend |
| LMEIX | Franklin Multi-Asset Conservative Gr I | Owns companies we recommend for divestment | 30 | 32 | 52 | 43 | X | Moderate Allocation |
| LMESX | ClearBridge Appreciation IS | Owns companies we recommend for divestment | 2 | 4 | 7 | 6 | X | Large Blend |
| LMGAX | Lord Abbett Growth Opportunities A | Owns companies we recommend for divestment | 3 | 1 | 1 | 4 | X | Mid-Cap Growth |
| LMGCX | Lord Abbett Growth Opportunities C | Owns companies we recommend for divestment | 3 | 1 | 1 | 4 | X | Mid-Cap Growth |
| LMGEX | Franklin International Equity C | Owns companies we recommend for divestment | 7 | 3 | 15 | 3 | X | Foreign Large Blend |
| LMGFX | ClearBridge International Growth FI | Owns companies we recommend for divestment | 1 | 0 | 3 | 3 | X | Foreign Large Growth |
| LMGNX | ClearBridge International Growth I | Owns companies we recommend for divestment | 1 | 0 | 3 | 3 | X | Foreign Large Growth |
| LMGPX | ClearBridge International Growth IS | Owns companies we recommend for divestment | 1 | 0 | 3 | 3 | X | Foreign Large Growth |
| LMGRX | ClearBridge International Growth R | Owns companies we recommend for divestment | 1 | 0 | 3 | 3 | X | Foreign Large Growth |
| LMGTX | ClearBridge International Growth C | Owns companies we recommend for divestment | 1 | 0 | 3 | 3 | X | Foreign Large Growth |
| LMGYX | Lord Abbett Growth Opportunities I | Owns companies we recommend for divestment | 3 | 1 | 1 | 4 | X | Mid-Cap Growth |
| LMIRX | Franklin International Equity R | Owns companies we recommend for divestment | 7 | 3 | 15 | 3 | X | Foreign Large Blend |
| LMISX | Franklin U.S. Large Cap Equity IS | Owns companies we recommend for divestment | 5 | 12 | 12 | 10 | X | Large Blend |
| LMIYX | Lord Abbett Micro Cap Growth I | Owns companies we recommend for divestment | 1 | 1 | 1 | 2 | X | Small Growth |
| LMLSX | ClearBridge Large Cap Value IS | Owns companies we recommend for divestment | 4 | 4 | 6 | 7 | X | Large Value |
| LMMRX | ClearBridge Dividend Strategy R | Owns companies we recommend for divestment | 2 | 2 | 6 | 5 | X | Large Value |
| LMNOX | Patient Opportunity I | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 5 | 3 | X | Mid-Cap Value |
| LMNSX | ClearBridge Small Cap I | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 0 | X | Small Blend |
| LMNVX | ClearBridge Value I | Owns companies we recommend for divestment | 1 | 3 | 4 | 1 | X | Large Value |
| LMOFX | Patient Opportunity FI | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 5 | 3 | X | Mid-Cap Value |
| 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 |
| LMOPX | Patient Opportunity C | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 5 | 3 | X | Mid-Cap Value |
| LMORX | Patient Opportunity R | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 5 | 3 | X | Mid-Cap Value |
| LMPEX | Franklin Global Equity 1 | Owns companies we recommend for divestment | 5 | 8 | 12 | 8 | X | Global Large-Stock Blend |
| LMPFX | ClearBridge Growth FI | Owns companies we recommend for divestment | 1 | 0 | 2 | 2 | X | Large Blend |
| LMPIX | ClearBridge Appreciation FI | Owns companies we recommend for divestment | 2 | 4 | 7 | 6 | X | Large Blend |
| LMPLX | ClearBridge Large Cap Growth R | Owns companies we recommend for divestment | 1 | 3 | 5 | 7 | X | Large Growth |
| 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 |
| 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 |
| LMPPX | ClearBridge Appreciation R | Owns companies we recommend for divestment | 2 | 4 | 7 | 6 | X | Large Blend |
| LMPRX | ClearBridge Growth R | Owns companies we recommend for divestment | 1 | 0 | 2 | 2 | X | Large Blend |
| 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 |
| LMREX | ClearBridge Mid Cap R | Owns companies we recommend for divestment | 1 | 0 | 1 | 1 | X | Mid-Cap Blend |
| LMRIX | 1919 Financial Services I | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Financial |
| LMRNX | 1919 Socially Responsive Balanced I | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 2 | 5 | V | Moderate Allocation |
| LMSAX | ClearBridge Small Cap A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 0 | X | Small Blend |
| LMSIX | Franklin U.S. Small Cap Equity I | Owns companies we recommend for divestment | 1 | 1 | 2 | 1 | X | Small Blend |
| LMTIX | Franklin U.S. Large Cap Equity I | Owns companies we recommend for divestment | 5 | 12 | 12 | 10 | X | Large Blend |
| LMUSX | Franklin U.S. Large Cap Equity FI | Owns companies we recommend for divestment | 5 | 12 | 12 | 10 | X | Large Blend |
| LMVFX | ClearBridge Value FI | Owns companies we recommend for divestment | 1 | 3 | 4 | 1 | X | Large Value |
| LMVOX | Lord Abbett Focused Small Cap Value F3 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Value |
| LMVRX | ClearBridge Value R | Owns companies we recommend for divestment | 1 | 3 | 4 | 1 | X | Large Value |
| LMVTX | ClearBridge Value C | Owns companies we recommend for divestment | 1 | 3 | 4 | 1 | X | Large 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 |
| LMVYX | Lord Abbett Focused Small Cap Value I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Value |
| LNGZ | Range Global LNG Ecosystem ETF | Owns companies we recommend for divestment | 1 | 0 | 2 | 0 | X | Equity Energy |
| LNGZX | Columbia Greater China Inst | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
| 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 |
| LOFLX | Lord Abbett Focused Large Cap Value F3 | Owns companies we recommend for divestment | 1 | 2 | 2 | 3 | X | Large Value |
| LOGBX | Scharf Multi-Asset Opportunity Retail | Owns companies we recommend for divestment | 1 | 2 | 2 | 2 | X | Moderate Allocation |
| 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 |
| LOGRX | Scharf Retail | Owns companies we recommend for divestment | 1 | 2 | 2 | 2 | X | Large Blend |
| LOGSX | Live Oak Health Sciences | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 1 | X | Health |
| LOGWX | Lord Abbett Developing Growth F3 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Small Growth |
| LOIEX | Lord Abbett International Opps F3 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Blend |
| LOMAX | Edgar Lomax Value | Owns companies we recommend for divestment | 5 | 4 | 9 | 5 | X | Large Value |
| LOMGX | Lord Abbett Growth Opportunities F3 | Owns companies we recommend for divestment | 3 | 1 | 1 | 4 | X | Mid-Cap Growth |
| LONAX | Longboard A | Owns companies we recommend for divestment | 16 | 12 | 13 | 22 | X | Equity Hedged |
| LONGX | Longboard I | Owns companies we recommend for divestment | 16 | 12 | 13 | 22 | X | Equity Hedged |
| LOPP | Gabelli Love Our Planet & People ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 2 | V | Mid-Cap Blend |
| LOUP | Innovator Deepwater Frontier Tech ETF | Owns companies we recommend for divestment | 1 | 1 | 0 | 2 | X | Technology |
| 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 |
| LOWV | AB US Low Volatility Equity ETF | Owns companies we recommend for divestment | 5 | 5 | 7 | 10 | X | Large Blend |
| LPEFX | ALPS Global Opportunity Inv | 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 |
| LPERX | ALPS Global Opportunity R | Owns companies we recommend for divestment | 1 | 4 | 2 | 4 | X | Global Small/Mid Stock |
| 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 |
| LQAI | LG QRAFT AI-Powrd U.S. Lg Cp Cor ETF | Owns companies we recommend for divestment | 3 | 8 | 10 | 8 | X | Large Blend |
| LQFLX | Lord Abbett Focused Large Cap Value R3 | Owns companies we recommend for divestment | 1 | 2 | 2 | 3 | X | Large Value |
| 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 |
| LRGC | AB US Large Cap Strategic Equities ETF | Owns companies we recommend for divestment | 2 | 4 | 4 | 6 | X | Large Blend |
| LRGE | ClearBridge Large Cap Growth ESG ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 5 | 6 | V | Large Growth |
| LRGF | iShares U.S. Equity Factor ETF | Owns companies we recommend for divestment | 7 | 15 | 18 | 14 | X | Large Blend |
| LRGG | Macquarie Focused Large Growth ETF | Owns companies we recommend for divestment | 1 | 3 | 3 | 4 | X | Large Growth |
| LRMAX | Lord Abbett Dividend Growth F3 | Owns companies we recommend for divestment | 1 | 4 | 2 | 3 | X | Large Blend |
| LRND | NYLI U.S. Large Cap R&D Leaders ETF | Owns companies we recommend for divestment | 6 | 5 | 18 | 13 | X | Large Blend |
| 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 |
| LRSCX | Lord Abbett Small Cap Value A | 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 |
| 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 |
| LRSYX | Lord Abbett Small Cap Value I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Value |
| LSAF | LeaderSharesTM AlphaFactor® US Cr Eq ETF | Owns companies we recommend for divestment | 5 | 1 | 7 | 6 | X | Mid-Cap Blend |
| LSAGX | Loomis Sayles Global Growth A | Owns companies we recommend for divestment | 2 | 4 | 4 | 5 | X | Global Large-Stock Growth |
| LSAT | LeaderShares® AlphaFctr® Tctcl Fcsd ETF | Owns companies we recommend for divestment | 1 | 0 | 1 | 1 | X | Mid-Cap Value |
| LSCGX | Loomis Sayles Global Growth C | Owns companies we recommend for divestment | 2 | 4 | 4 | 5 | X | Global Large-Stock Growth |
| 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 |
| LSEIX | Persimmon Long/Short I | Owns companies we recommend for divestment | 16 | 17 | 23 | 23 | X | Equity Hedged |
| LSFLX | Lord Abbett Focused Large Cap Value R4 | Owns companies we recommend for divestment | 1 | 2 | 2 | 3 | X | Large Value |
| LSGGX | Loomis Sayles Global Growth Y | Owns companies we recommend for divestment | 2 | 4 | 4 | 5 | X | Global Large-Stock Growth |
| LSGR | Natixis Loomis Sayles Focused Growth ETF | Owns companies we recommend for divestment | 1 | 2 | 4 | 4 | X | Large Growth |
| LSGRX | Loomis Sayles Growth Y | Owns companies we recommend for divestment | 1 | 3 | 6 | 7 | X | Large Growth |
| LSHAX | Kinetics Spin-Off and Corp Rest Adv A | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Miscellaneous Sector |
| LSHCX | Kinetics Spin-Off and Corp Rest Adv C | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Miscellaneous Sector |
| LSHEX | Kinetics Spin-Off and Corp Rest No Load | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Miscellaneous Sector |
| LSHUX | Kinetics Spin-Off and Corp Rest Instl | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Miscellaneous Sector |
| LSIFX | ClearBridge Growth IS | Owns companies we recommend for divestment | 1 | 0 | 2 | 2 | X | Large Blend |
| LSIRX | ClearBridge Mid Cap IS | Owns companies we recommend for divestment | 1 | 0 | 1 | 1 | X | Mid-Cap Blend |
| LSITX | ClearBridge Large Cap Growth IS | Owns companies we recommend for divestment | 1 | 3 | 5 | 7 | X | Large Growth |
| LSIUX | ClearBridge International Value IS | Owns companies we recommend for divestment | 1 | 1 | 4 | 2 | X | Foreign Large Value |
| LSLTX | Leuthold Select Industries | Owns companies we recommend for divestment | 2 | 5 | 5 | 4 | X | Large Blend |
| LSMIX | Loomis Sayles Small/Mid Cap Growth Instl | Owns companies we recommend for divestment | 3 | 2 | 0 | 3 | X | Mid-Cap Growth |
| LSMNX | Loomis Sayles Small/Mid Cap Growth N | Owns companies we recommend for divestment | 3 | 2 | 0 | 3 | X | Mid-Cap Growth |
| LSNGX | Loomis Sayles Global Growth N | Owns companies we recommend for divestment | 2 | 4 | 4 | 5 | X | Global Large-Stock Growth |
| LSOFX | LS Opportunity Fund Institutional Class | Owns companies we recommend for divestment | 3 | 2 | 5 | 5 | X | Long-Short Equity |
| 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 |
| LSRCX | Lord Abbett Small Cap Value C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Value |
| 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 |
| 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 |
| 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 |
| LSVD | LSV Disciplined Value ETF | Owns companies we recommend for divestment | 5 | 9 | 15 | 11 | X | Large Value |
| LSVEX | LSV Value Equity | Owns companies we recommend for divestment | 5 | 8 | 13 | 9 | X | Large Value |
| LSVFX | LSV Global Managed Volatility Instl | Owns companies we recommend for divestment | 4 | 5 | 9 | 5 | X | Global Large-Stock Value |
| LSVGX | LSV Global Value Institutional | Owns companies we recommend for divestment | 6 | 8 | 17 | 10 | X | Global Large-Stock Value |
| LSVMX | LSV US Managed Volatility Institutional | Owns companies we recommend for divestment | 3 | 5 | 8 | 5 | X | Large Value |
| 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 |
| LSVVX | LSV Conservative Value Equity | Owns companies we recommend for divestment | 10 | 15 | 17 | 14 | X | Large Value |
| LSVZX | LSV Emerging Markets Equity Instl | Owns companies we recommend for divestment | 1 | 0 | 3 | 0 | X | Diversified Emerging Mkts |
| LSWWX | Loomis Sayles Global Allocation Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 4 | 4 | X | Global Allocation |
| 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 |
| LTAOX | Principal LifeTime 2035 R3 | Owns companies we recommend for divestment | 29 | 32 | 40 | 41 | X | Target-Date 2035 |
| LTFDX | Principal LifeTime 2055 R3 | Owns companies we recommend for divestment | 29 | 32 | 40 | 41 | X | Target-Date 2055 |
| LTFIX | Principal LifeTime 2055 Institutional | Owns companies we recommend for divestment | 29 | 32 | 40 | 41 | X | Target-Date 2055 |
| LTFOX | Lord Abbett Affiliated F3 | Owns companies we recommend for divestment | 2 | 6 | 6 | 5 | X | Large Value |
| LTFPX | Principal LifeTime 2055 R5 | Owns companies we recommend for divestment | 29 | 32 | 40 | 41 | X | Target-Date 2055 |
| LTIUX | Principal LifeTime 2035 Institutional | Owns companies we recommend for divestment | 29 | 32 | 40 | 41 | X | Target-Date 2035 |
| LTMAX | MFS Lifetime 2045 A | Owns companies we recommend for divestment | 22 | 16 | 24 | 26 | X | Target-Date 2045 |
| LTMBX | MFS Lifetime 2045 B | Owns companies we recommend for divestment | 22 | 16 | 24 | 26 | X | Target-Date 2045 |
| LTMDX | MFS Lifetime 2045 C | Owns companies we recommend for divestment | 22 | 16 | 24 | 26 | X | Target-Date 2045 |
| LTMKX | MFS Lifetime 2045 I | Owns companies we recommend for divestment | 22 | 16 | 24 | 26 | X | Target-Date 2045 |
| LTMLX | MFS Lifetime 2045 R6 | Owns companies we recommend for divestment | 22 | 16 | 24 | 26 | X | Target-Date 2045 |
| LTMRX | MFS Lifetime 2045 R1 | Owns companies we recommend for divestment | 22 | 16 | 24 | 26 | X | Target-Date 2045 |
| LTMSX | MFS Lifetime 2045 R2 | Owns companies we recommend for divestment | 22 | 16 | 24 | 26 | X | Target-Date 2045 |
| LTMTX | MFS Lifetime 2045 R3 | Owns companies we recommend for divestment | 22 | 16 | 24 | 26 | X | Target-Date 2045 |
| LTMUX | MFS Lifetime 2045 R4 | Owns companies we recommend for divestment | 22 | 16 | 24 | 26 | X | Target-Date 2045 |
| LTPEX | Principal LifeTime 2035 R5 | Owns companies we recommend for divestment | 29 | 32 | 40 | 41 | X | Target-Date 2035 |
| LTRDX | Principal LifeTime 2045 R5 | Owns companies we recommend for divestment | 29 | 32 | 40 | 41 | X | Target-Date 2045 |
| LTRIX | Principal LifeTime 2045 Institutional | Owns companies we recommend for divestment | 29 | 32 | 40 | 41 | X | Target-Date 2045 |
| LTRVX | Principal LifeTime 2045 R3 | Owns companies we recommend for divestment | 29 | 32 | 40 | 41 | X | Target-Date 2045 |
| LUSIX | Lazard US Systematic Small Cap Eq Ins | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 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 | 2 | 2 | 3 | X | Small Blend |
| LUX | Tema Luxury ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Consumer Cyclical |
| LVAEX | LSV Value Equity Investor | Owns companies we recommend for divestment | 5 | 8 | 13 | 9 | X | Large Value |
| LVAFX | LSV Global Managed Volatility Investor | Owns companies we recommend for divestment | 4 | 5 | 9 | 5 | X | Global Large-Stock Value |
| LVAGX | LSV Global Value Investor | Owns companies we recommend for divestment | 6 | 8 | 17 | 10 | X | Global Large-Stock Value |
| LVAMX | LSV US Managed Volatility Investor | Owns companies we recommend for divestment | 3 | 5 | 8 | 5 | X | Large 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 |
| LVAVX | LSV Conservative Value Equity Investor | Owns companies we recommend for divestment | 10 | 15 | 17 | 14 | X | Large Value |
| LVAZX | LSV Emerging Markets Equity Inv | Owns companies we recommend for divestment | 1 | 0 | 3 | 0 | X | Diversified Emerging Mkts |
| LVFLX | Lord Abbett Focused Large Cap Value R6 | Owns companies we recommend for divestment | 1 | 2 | 2 | 3 | X | Large Value |
| LVHD | Franklin U.S. Low Volatility Hi Div ETF | Owns companies we recommend for divestment | 2 | 1 | 4 | 2 | X | Large Value |
| 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 |
| LVOL | American Century Low Volatility ETF | Owns companies we recommend for divestment | 2 | 8 | 7 | 9 | X | Large Blend |
| LVOLX | SGI US Large Cap Equity A | Owns companies we recommend for divestment | 4 | 9 | 6 | 7 | X | Large Blend |
| LVOOX | Lord Abbett Value Opportunities F3 | 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 |
| LVOYX | Lord Abbett Value Opportunities I | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Mid-Cap Blend |
| LVPIX | ProFunds Large Cap Value Inv | Owns companies we recommend for divestment | 16 | 17 | 21 | 19 | X | Large Value |
| LVPSX | ProFunds Large Cap Value Svc | Owns companies we recommend for divestment | 16 | 17 | 21 | 19 | X | Large Value |
| LYFAX | AlphaCentric Life Sciences & Hlthcare A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Health |
| LYFCX | AlphaCentric Life Sciences & Hlthcare C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Health |
| LYFIX | AlphaCentric Life Sciences & Hlthcare I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Health |
| LYLD | Cambria LargeCap Shareholder Yield ETF | Owns companies we recommend for divestment | 4 | 3 | 5 | 4 | X | 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 |
| 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 |
| 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 |
| LYRNX | Lyrical International Value Equity Inv | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 3 | 0 | X | Foreign Large Value |
| LYRVX | Lyrical International Value Equity A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 3 | 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 | 3 | 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 | 3 | 0 | X | Foreign Large Value |
| 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 |
| LZEMX | Lazard Emerging Markets Equity Instl | Owns companies we recommend for divestment | 1 | 0 | 2 | 0 | X | Diversified Emerging Mkts |
| 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 |
| LZFIX | Lazard Equity Franchise Inst Shr | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Global Small/Mid Stock |
| LZFOX | Lazard Equity Franchise Open Shares | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Global Small/Mid Stock |
| 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 |
| 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 |
| LZOEX | Lazard Emerging Markets Equity Open | Owns companies we recommend for divestment | 1 | 0 | 2 | 0 | X | Diversified Emerging Mkts |
| 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 |
| 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 |
| 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 |
| LZUOX | Lazard US Equity Focus Open | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 2 | 4 | X | Large Blend |
| LZUSX | Lazard US Equity Focus Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 2 | 4 | X | Large Blend |
| MAACX | Madison Aggressive Allocation C | Owns companies we recommend for divestment | 28 | 26 | 64 | 34 | X | Moderately Aggressive Allocation |
| MAADX | Morgan Stanley Inst Dynamic Value R6 | Owns companies we recommend for divestment | 3 | 5 | 9 | 6 | X | Mid-Cap Value |
| MAAFX | MFS Aggressive Growth Allocation R1 | Owns companies we recommend for divestment | 19 | 11 | 19 | 23 | X | Aggressive Allocation |
| MAAGX | MFS Aggressive Growth Allocation A | Owns companies we recommend for divestment | 19 | 11 | 19 | 23 | X | Aggressive Allocation |
| MAAHX | MFS Aggressive Growth Allocation R3 | Owns companies we recommend for divestment | 19 | 11 | 19 | 23 | X | Aggressive Allocation |
| MAAKX | MoA All America Fund | Owns companies we recommend for divestment | 19 | 20 | 29 | 28 | X | Large Blend |
| MAALX | MFS Aggressive Growth Allocation R4 | Owns companies we recommend for divestment | 19 | 11 | 19 | 23 | X | Aggressive Allocation |
| MAAOX | Morgan Stanley Inst Dynamic Value C | Owns companies we recommend for divestment | 3 | 5 | 9 | 6 | X | Mid-Cap Value |
| MAAQX | Morgan Stanley Inst Dynamic Value I | Owns companies we recommend for divestment | 3 | 5 | 9 | 6 | X | Mid-Cap Value |
| MAAUX | Morgan Stanley Inst Dynamic Value A | Owns companies we recommend for divestment | 3 | 5 | 9 | 6 | X | Mid-Cap Value |
| MABAX | BlackRock Large Cap Focus Value Instl | Owns companies we recommend for divestment | 3 | 3 | 6 | 4 | X | Large Value |
| MACCX | MoA Catholic Values Index Fund Class | Owns companies we recommend for divestment | 9 | 16 | 18 | 15 | X | Large Blend |
| MACEX | Martin Currie Emerging Markets A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| MACGX | Morgan Stanley Inst Discovery A | Owns companies we recommend for divestment | 1 | 0 | 1 | 1 | X | Mid-Cap Growth |
| MACHX | MoA Balanced Fund | Owns companies we recommend for divestment | 3 | 5 | 7 | 5 | X | Moderate Allocation |
| MACSX | Matthews Asian Growth & Inc Investor | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Pacific/Asia ex-Japan Stk |
| MADAX | Madison Dividend Income A | Owns companies we recommend for divestment | 2 | 1 | 3 | 1 | X | Large Value |
| MADCX | BlackRock Emerging Mkts Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| MADE | iShares U.S. Manufacturing ETF | Owns companies we recommend for divestment | 12 | 3 | 12 | 14 | X | Industrials |
| MADFX | Matrix Advisors Dividend | Owns companies we recommend for divestment | 1 | 1 | 2 | 2 | X | Large Value |
| MADRX | Madison Dividend Income R6 | Owns companies we recommend for divestment | 2 | 1 | 3 | 1 | X | Large Value |
| 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 |
| MADVX | BlackRock Equity Dividend Instl | Owns companies we recommend for divestment | 5 | 5 | 8 | 8 | X | Large Value |
| MAECX | BlackRock Emerging Markets Ex-Chn Inst | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| MAEFX | BlackRock EuroFund Instl | Owns companies we recommend for divestment | 1 | 0 | 1 | 3 | X | Europe Stock |
| MAEGX | BlackRock Unconstrained Equity Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 3 | X | Global Large-Stock Growth |
| MAEIX | MoA Equity Index Fund | Owns companies we recommend for divestment | 18 | 20 | 28 | 26 | X | Large Blend |
| MAFGX | BlackRock Capital Appreciation Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 3 | X | Large Growth |
| MAFOX | BlackRock Large Cap Focus Growth Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 3 | X | Large Growth |
| MAGA | Point Bridge America First ETF | Owns companies we recommend for divestment | 5 | 6 | 4 | 5 | X | Mid-Cap Value |
| MAGCX | BlackRock Advantage Global Institutional | Owns companies we recommend for divestment | 5 | 6 | 12 | 11 | X | Global Large-Stock Blend |
| MAGEX | MFS Growth Allocation R3 | Owns companies we recommend for divestment | 19 | 11 | 19 | 23 | X | Moderately Aggressive Allocation |
| MAGJX | MFS Growth Allocation R4 | Owns companies we recommend for divestment | 19 | 11 | 19 | 23 | X | Moderately Aggressive Allocation |
| MAGKX | MoA Small Cap Growth Fund | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| MAGMX | MFS Growth Allocation R1 | Owns companies we recommend for divestment | 19 | 11 | 19 | 23 | X | Moderately Aggressive Allocation |
| MAGQX | MFS Growth Allocation R6 | Owns companies we recommend for divestment | 19 | 11 | 19 | 23 | X | Moderately Aggressive Allocation |
| MAGRX | BlackRock Natural Resources Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Natural Resources |
| MAGSX | Madison Aggressive Allocation A | Owns companies we recommend for divestment | 28 | 26 | 64 | 34 | X | Moderately Aggressive Allocation |
| MAGWX | MFS Growth Allocation A | Owns companies we recommend for divestment | 19 | 11 | 19 | 23 | X | Moderately Aggressive Allocation |
| MAICX | Victory Trivalent Intl Fd-Core Eq A | Owns companies we recommend for divestment | 3 | 3 | 9 | 4 | X | Foreign Large Blend |
| MAIFX | MoA International Fund | Owns companies we recommend for divestment | 3 | 2 | 9 | 5 | X | Foreign Large Value |
| MAIHX | Morgan Stanley Inst Passport ovrs eq IR | Owns companies we recommend for divestment | 2 | 1 | 4 | 2 | X | Foreign Large Blend |
| MAIIX | iShares MSCI EAFE Intl Idx Instl | Owns companies we recommend for divestment | 13 | 6 | 27 | 10 | X | Foreign Large Blend |
| MAIJX | Morgan Stanley Inst Passport ovrs eq R6 | Owns companies we recommend for divestment | 2 | 1 | 4 | 2 | X | Foreign Large Blend |
| MAILX | BlackRock International Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 2 | X | Foreign Large Blend |
| MAIMX | Victory Integrity Mid-Cap Value A | Owns companies we recommend for divestment | 2 | 2 | 4 | 3 | X | Mid-Cap Value |
| MAIRX | Victory Trivalent Intl Fd-Core Eq R6 | Owns companies we recommend for divestment | 3 | 3 | 9 | 4 | X | Foreign Large Blend |
| MAISX | Victory Integrity Small/Mid-Cap Value A | Owns companies we recommend for divestment | 1 | 1 | 4 | 2 | X | Small Value |
| MAKX | ProShares S&P Kensho Smart Factories ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Technology |
| MALOX | BlackRock Global Allocation Instl | Owns companies we recommend for divestment | 13 | 14 | 23 | 15 | X | Global Allocation |
| MALRX | BlackRock Advantage Large Cap Core Instl | Owns companies we recommend for divestment | 5 | 9 | 11 | 9 | X | Large Blend |
| MALVX | BlackRock Advantage Large Cap Val Instl | Owns companies we recommend for divestment | 10 | 15 | 15 | 14 | X | Large Value |
| MAMEX | MoA Mid Cap Equity Index Fund | Owns companies we recommend for divestment | 4 | 8 | 6 | 10 | X | Mid-Cap Blend |
| MAMVX | MoA Mid Cap Value Fund | Owns companies we recommend for divestment | 2 | 0 | 1 | 2 | X | Mid-Cap Value |
| MAPAX | NYLI WMC Value Class A | Owns companies we recommend for divestment | 3 | 4 | 5 | 3 | X | Large Value |
| MAPBX | NYLI WMC Value Class B | Owns companies we recommend for divestment | 3 | 4 | 5 | 3 | X | Large Value |
| MAPCX | BlackRock Sustainable Em Mkts Eq Ins | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Diversified Emerging Mkts |
| MAPIX | Matthews Asia Dividend Investor | Owns companies we recommend for divestment | 1 | 1 | 0 | 0 | X | Diversified Pacific/Asia |
| 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 |
| MAPOX | Mairs & Power Balanced | Owns companies we recommend for divestment | 1 | 4 | 2 | 4 | X | Moderate Allocation |
| 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 |
| MAPTX | Matthews Pacific Tiger Investor | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Pacific/Asia ex-Japan Stk |
| MARFX | BlackRock Mid-Cap Value Institutional | Owns companies we recommend for divestment | 4 | 4 | 3 | 4 | X | Mid-Cap Value |
| MASCX | BlackRock Sustainable Advantage GlEqInvA | Owns companies we recommend for divestment | 9 | 13 | 21 | 12 | V | Global Large-Stock Blend |
| MASGX | Matthews Emerging Markets Sust Fut Inv | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Diversified Emerging Mkts |
| MASKX | iShares Russell 2000 Small-Cap Idx Instl | Owns companies we recommend for divestment | 8 | 10 | 8 | 9 | X | Small Blend |
| MASMX | Madison Small Cap A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Blend |
| MASOX | MoA Small Cap Equity Index Fund | Owns companies we recommend for divestment | 4 | 5 | 6 | 6 | X | Small Blend |
| MASPX | BlackRock Advantage SMID Cap Instl | Owns companies we recommend for divestment | 3 | 4 | 5 | 6 | X | Small Blend |
| MATFX | Matthews Asia Innovators Investor | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Pacific/Asia ex-Japan Stk |
| MAVFX | Matrix Advisors Value | Owns companies we recommend for divestment | 2 | 3 | 7 | 6 | X | Large Value |
| 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 |
| MAWAX | MFS Aggressive Growth Allocation R2 | Owns companies we recommend for divestment | 19 | 11 | 19 | 23 | X | Aggressive Allocation |
| MBACX | NYLI Balanced Class C | Owns companies we recommend for divestment | 3 | 4 | 5 | 3 | X | Moderate Allocation |
| MBAGX | MFS Aggressive Growth Allocation B | Owns companies we recommend for divestment | 19 | 11 | 19 | 23 | X | Aggressive Allocation |
| MBAIX | NYLI Balanced Class I | Owns companies we recommend for divestment | 3 | 4 | 5 | 3 | X | Moderate Allocation |
| MBAPX | Praxis Genesis Balanced A | Owns companies we recommend for divestment | 9 | 22 | 29 | 25 | V | Moderate Allocation |
| MBAYX | MassMutual Balanced Svc | Owns companies we recommend for divestment | 2 | 9 | 7 | 9 | V | Moderate Allocation |
| MBBIX | MassMutual Balanced I | Owns companies we recommend for divestment | 2 | 9 | 7 | 9 | V | Moderate Allocation |
| MBBRX | MassMutual Balanced R4 | Owns companies we recommend for divestment | 2 | 9 | 7 | 9 | V | Moderate Allocation |
| MBCC | Monarch Blue Chips Core ETF | Owns companies we recommend for divestment | 1 | 4 | 4 | 4 | X | Large Growth |
| MBCGX | MassMutual Blue Chip Growth A | Owns companies we recommend for divestment | 2 | 4 | 8 | 7 | X | Large Growth |
| MBCLX | MassMutual Blue Chip Growth Adm | Owns companies we recommend for divestment | 2 | 4 | 8 | 7 | X | Large Growth |
| MBCNX | MassMutual Blue Chip Growth R3 | Owns companies we recommend for divestment | 2 | 4 | 8 | 7 | X | Large Growth |
| MBCSX | MassMutual Blue Chip Growth R5 | Owns companies we recommend for divestment | 2 | 4 | 8 | 7 | X | Large Growth |
| MBCYX | MassMutual Blue Chip Growth Svc | Owns companies we recommend for divestment | 2 | 4 | 8 | 7 | X | Large Growth |
| MBCZX | MassMutual Blue Chip Growth I | Owns companies we recommend for divestment | 2 | 4 | 8 | 7 | X | Large Growth |
| MBERX | NYLI Balanced Class R6 | Owns companies we recommend for divestment | 3 | 4 | 5 | 3 | X | Moderate Allocation |
| MBGFX | MassMutual Blue Chip Growth R4 | Owns companies we recommend for divestment | 2 | 4 | 8 | 7 | X | Large Growth |
| MBGWX | MFS Growth Allocation B | Owns companies we recommend for divestment | 19 | 11 | 19 | 23 | X | Moderately Aggressive Allocation |
| MBINX | NYLI Balanced Investor Class | Owns companies we recommend for divestment | 3 | 4 | 5 | 3 | X | Moderate Allocation |
| MBIRX | Morgan Stanley Insight IR | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Large Growth |
| MBLDX | MassMutual Balanced R5 | Owns companies we recommend for divestment | 2 | 9 | 7 | 9 | V | Moderate Allocation |
| MBNAX | NYLI Balanced Class A | Owns companies we recommend for divestment | 3 | 4 | 5 | 3 | X | Moderate Allocation |
| MBNBX | NYLI Balanced Class B | Owns companies we recommend for divestment | 3 | 4 | 5 | 3 | X | Moderate Allocation |
| MBOX | Freedom Day Dividend ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 3 | X | Large Value |
| MBVKX | BlackRock Large Cap Focus Value K | Owns companies we recommend for divestment | 3 | 3 | 6 | 4 | X | Large Value |
| MCAGX | MFS Aggressive Growth Allocation C | Owns companies we recommend for divestment | 19 | 11 | 19 | 23 | X | Aggressive Allocation |
| MCBAX | BlackRock Large Cap Focus Value Inv C | Owns companies we recommend for divestment | 3 | 3 | 6 | 4 | X | Large Value |
| MCBVX | MFS Mid Cap Value B | Owns companies we recommend for divestment | 8 | 2 | 3 | 7 | X | Mid-Cap Value |
| MCCRX | MassMutual Small Cap Opps R3 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Small Blend |
| MCDCX | BlackRock Emerging Mkts Inv C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| MCDFX | Matthews China Dividend Investor | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
| MCDS | JPMorgan Fundamental Data Sci Md Cor ETF | Owns companies we recommend for divestment | 5 | 5 | 3 | 7 | X | Mid-Cap Blend |
| MCDVX | BlackRock Equity Dividend Inv C | Owns companies we recommend for divestment | 5 | 5 | 8 | 8 | X | Large Value |
| MCECX | Martin Currie Emerging Markets C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| MCEFX | BlackRock EuroFund Inv C | Owns companies we recommend for divestment | 1 | 0 | 1 | 3 | X | Europe Stock |
| MCEGX | BlackRock Unconstrained Equity Inv C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 3 | X | Global Large-Stock Growth |
| 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 |
| MCFGX | BlackRock Capital Appreciation Inv C | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 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 | 2 | 3 | 3 | X | Large Growth |
| MCGAX | Transamerica Mid Cap Growth A | Owns companies we recommend for divestment | 2 | 1 | 1 | 2 | X | Mid-Cap Growth |
| MCGCX | BlackRock Advantage Global Investor C | Owns companies we recommend for divestment | 5 | 6 | 12 | 11 | X | Global Large-Stock Blend |
| MCGFX | AMG Montrusco Bolton Large Cap Growth N | Owns companies we recommend for divestment | 1 | 2 | 5 | 3 | X | Large Growth |
| MCGIX | AMG Montrusco Bolton Large Cap Growth I | Owns companies we recommend for divestment | 1 | 2 | 5 | 3 | X | Large Growth |
| MCGRX | BlackRock Natural Resources Inv C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Natural Resources |
| MCGWX | MFS Growth Allocation C | Owns companies we recommend for divestment | 19 | 11 | 19 | 23 | X | Moderately Aggressive Allocation |
| MCH | Matthews China Active ETF | 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 |
| MCHI | iShares MSCI China ETF | Owns companies we recommend for divestment | 1 | 0 | 2 | 0 | X | China Region |
| MCHS | Matthews China Discovery Active ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
| MCILX | BlackRock International Inv C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 2 | X | Foreign Large Blend |
| MCIMX | Victory Integrity Mid-Cap Value C | Owns companies we recommend for divestment | 2 | 2 | 4 | 3 | X | Mid-Cap Value |
| MCISX | Victory Trivalent International Sm-Cp C | Owns companies we recommend for divestment | 3 | 2 | 1 | 0 | X | Foreign Small/Mid Blend |
| MCLOX | BlackRock Global Allocation Inv C | Owns companies we recommend for divestment | 13 | 14 | 23 | 15 | X | Global Allocation |
| MCLRX | BlackRock Advantage Large Cap Core Inv C | Owns companies we recommend for divestment | 5 | 9 | 11 | 9 | X | Large Blend |
| MCLVX | BlackRock Advantage Large Cap Val Inv C | Owns companies we recommend for divestment | 10 | 15 | 15 | 14 | X | Large Value |
| 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 |
| MCPRX | MFS Mid Cap Growth R2 | Owns companies we recommend for divestment | 3 | 2 | 0 | 5 | X | Mid-Cap Growth |
| MCRFX | BlackRock Mid-Cap Value Investor C | Owns companies we recommend for divestment | 4 | 4 | 3 | 4 | X | Mid-Cap Value |
| MCRTX | Morgan Stanley Insight R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Large Growth |
| MCSCX | M3Sixty Capital Small Cap Growth | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Small Blend |
| MCSDX | NYLI WMC Enduring Capital Class R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 1 | X | Large Blend |
| 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 |
| MCSMX | Matthews China Small Companies | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
| MCSPX | BlackRock Advantage SMID Cap Inv C | Owns companies we recommend for divestment | 3 | 4 | 5 | 6 | X | Small Blend |
| MCSSX | NYLI WMC Enduring Capital Investor Class | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 1 | X | Large Blend |
| MCTDX | Modern Capital Tactical Income ADV | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Moderate Allocation |
| MCTOX | Modern Capital Tactical Income A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Moderate Allocation |
| MCTRX | NYLI Income Builder Class C | Owns companies we recommend for divestment | 6 | 5 | 11 | 8 | X | Global Allocation |
| 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 |
| MCVIX | MFS Mid Cap Value I | 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 |
| MCVSX | Victory Integrity Small-Cap Value C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 3 | 1 | X | Small Value |
| 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 |
| MDAAX | NYLI Moderate ETF Allocation Class A | Owns companies we recommend for divestment | 68 | 45 | 119 | 55 | X | Moderate Allocation |
| MDAIX | NYLI Moderate ETF Allocation Class I | Owns companies we recommend for divestment | 68 | 45 | 119 | 55 | X | Moderate Allocation |
| MDAKX | NYLI Moderate ETF Allocation Class C | Owns companies we recommend for divestment | 68 | 45 | 119 | 55 | X | Moderate Allocation |
| MDARX | NYLI Moderate ETF Allocation Class R3 | Owns companies we recommend for divestment | 68 | 45 | 119 | 55 | X | Moderate Allocation |
| MDAVX | NYLI Moderate ETF Allocation SIMPLE Cl | Owns companies we recommend for divestment | 68 | 45 | 119 | 55 | X | Moderate Allocation |
| MDBAX | BlackRock Large Cap Focus Value Inv A | Owns companies we recommend for divestment | 3 | 3 | 6 | 4 | X | Large Value |
| MDCEX | Matisse Discounted Cl-End Fd Strat Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Tactical Allocation |
| MDCIX | Madison Mid Cap I | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Mid-Cap Blend |
| MDCP | VictoryShares THB Mid Cap ETF | Owns companies we recommend for divestment | 1 | 0 | 0 | 2 | X | Mid-Cap Blend |
| MDDAX | MassMutual Diversified Value A | Owns companies we recommend for divestment | 12 | 9 | 15 | 16 | X | Large Value |
| MDDCX | BlackRock Emerging Mkts Inv A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| MDDIX | MassMutual Diversified Value I | Owns companies we recommend for divestment | 12 | 9 | 15 | 16 | X | Large Value |
| MDDLX | MassMutual Diversified Value Adm | Owns companies we recommend for divestment | 12 | 9 | 15 | 16 | X | Large Value |
| MDDRX | MassMutual Diversified Value R4 | Owns companies we recommend for divestment | 12 | 9 | 15 | 16 | X | Large Value |
| MDDVX | BlackRock Equity Dividend Inv A | Owns companies we recommend for divestment | 5 | 5 | 8 | 8 | X | Large Value |
| MDEFX | BlackRock EuroFund Inv A | Owns companies we recommend for divestment | 1 | 0 | 1 | 3 | X | Europe Stock |
| MDEGX | BlackRock Unconstrained Equity Inv A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 3 | X | Global Large-Stock Growth |
| 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 |
| MDFGX | BlackRock Capital Appreciation Inv A | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 3 | X | Large Growth |
| MDFIX | Matisse Discounted Bond CEF Strat Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Multisector Bond |
| MDFOX | BlackRock Large Cap Focus Growth Inv A | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 3 | X | Large Growth |
| MDFSX | Manning & Napier Disciplined Value S | Owns companies we recommend for divestment | 5 | 3 | 7 | 4 | X | Large Value |
| MDGCX | BlackRock Advantage Global Investor A | Owns companies we recommend for divestment | 5 | 6 | 12 | 11 | X | Global Large-Stock Blend |
| MDGRX | BlackRock Natural Resources Inv A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Natural Resources |
| 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 |
| MDIHX | MFS Intl Diversification R3 | Owns companies we recommend for divestment | 4 | 4 | 4 | 3 | X | Foreign Large Blend |
| MDIIX | iShares MSCI EAFE Intl Idx Inv A | Owns companies we recommend for divestment | 13 | 6 | 27 | 10 | X | Foreign Large Blend |
| MDIJX | MFS Intl Diversification I | Owns companies we recommend for divestment | 4 | 4 | 4 | 3 | X | Foreign Large Blend |
| MDIKX | MFS Intl Diversification R2 | Owns companies we recommend for divestment | 4 | 4 | 4 | 3 | X | Foreign Large Blend |
| MDILX | BlackRock International Inv A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 2 | X | Foreign Large Blend |
| MDIOX | MFS Intl Diversification R1 | Owns companies we recommend for divestment | 4 | 4 | 4 | 3 | X | Foreign Large Blend |
| MDISX | Franklin Mutual Global Discovery Z | Owns companies we recommend for divestment | 1 | 2 | 1 | 2 | X | Global Large-Stock Value |
| MDITX | MFS Intl Diversification R4 | Owns companies we recommend for divestment | 4 | 4 | 4 | 3 | X | Foreign Large Blend |
| MDIV | Multi-Asset Diversified Income ETF | Owns companies we recommend for divestment | 2 | 2 | 1 | 2 | X | Aggressive Allocation |
| MDIZX | MFS Intl Diversification R6 | Owns companies we recommend for divestment | 4 | 4 | 4 | 3 | X | Foreign Large Blend |
| MDLOX | BlackRock Global Allocation Inv A | Owns companies we recommend for divestment | 13 | 14 | 23 | 15 | X | Global Allocation |
| MDLRX | BlackRock Advantage Large Cap Core Inv A | Owns companies we recommend for divestment | 5 | 9 | 11 | 9 | X | Large Blend |
| MDLV | Morgan Dempsey Large Cap Value ETF | Owns companies we recommend for divestment | 3 | 1 | 6 | 4 | X | Large Value |
| MDLVX | BlackRock Advantage Large Cap Val Inv A | Owns companies we recommend for divestment | 10 | 15 | 15 | 14 | X | Large Value |
| MDMIX | Madison Dividend Income I | Owns companies we recommend for divestment | 2 | 1 | 3 | 1 | X | Large Value |
| 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 |
| MDODX | Morgan Stanley Developing Opportunity R6 | 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 |
| MDPCX | BlackRock Sustainable Em Mkts Eq Inv A | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Diversified Emerging Mkts |
| MDPL | Monarch Dividend Plus ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 0 | 0 | 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 |
| MDSCX | BlackRock Sustainable Advantage Gl EqIns | Owns companies we recommend for divestment | 9 | 13 | 21 | 12 | V | Global Large-Stock Blend |
| MDSKX | iShares Russell 2000 Small-Cap Idx Inv A | Owns companies we recommend for divestment | 8 | 10 | 8 | 9 | X | Small Blend |
| MDSPX | BlackRock Advantage SMID Cap Inv A | Owns companies we recommend for divestment | 3 | 4 | 5 | 6 | X | Small Blend |
| MDST | Westwood Salient Enhanced Mid Inc ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Energy Limited Partnership |
| MDVNX | MassMutual Diversified Value R3 | Owns companies we recommend for divestment | 12 | 9 | 15 | 16 | X | Large Value |
| MDVSX | MassMutual Diversified Value R5 | Owns companies we recommend for divestment | 12 | 9 | 15 | 16 | X | Large Value |
| MDVWX | Manning & Napier Disciplined Value W | Owns companies we recommend for divestment | 5 | 3 | 7 | 4 | X | Large Value |
| MDVYX | MassMutual Diversified Value Svc | Owns companies we recommend for divestment | 12 | 9 | 15 | 16 | X | Large Value |
| MDVZX | Manning & Napier Disciplined Value Z | Owns companies we recommend for divestment | 5 | 3 | 7 | 4 | X | Large Value |
| MDY | SPDR® S&P MIDCAP 400 ETF Trust | Owns companies we recommend for divestment | 4 | 8 | 6 | 10 | X | Mid-Cap Blend |
| MDYG | SPDR® S&P 400 Mid Cap Growth ETF | Owns companies we recommend for divestment | 2 | 4 | 2 | 6 | X | Mid-Cap Growth |
| MDYV | SPDR® S&P 400 Mid Cap Value ETF | Owns companies we recommend for divestment | 4 | 7 | 5 | 9 | X | Small Value |
| MECAX | AMG GW&K International Small Cap N | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Blend |
| MECDX | NYLI Epoch Capital Growth Class A | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 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 | 3 | 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 | 3 | 3 | 3 | X | Global Large-Stock Growth |
| MECIX | AMG GW&K International Small Cap I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Blend |
| MECVX | NYLI Epoch Capital Growth Investor Class | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 3 | X | Global Large-Stock Growth |
| MECZX | AMG GW&K International Small Cap Z | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Blend |
| MEDI | Harbor Health Care ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Health |
| MEDX | Horizon Kinetics Medical ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Health |
| MEERX | MassMutual International Eq R3 | Owns companies we recommend for divestment | 3 | 3 | 8 | 1 | X | Foreign Large Blend |
| MEFAX | MassMutual Mid Cap Growth A | 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 |
| MEFIX | Martin Currie Emerging Markets FI | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| MEFNX | MassMutual Mid Cap Growth R3 | Owns companies we recommend for divestment | 5 | 2 | 3 | 7 | X | Mid-Cap Growth |
| MEFOX | Meehan Focus | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 6 | X | Large Blend |
| MEFYX | MassMutual Mid Cap Growth Svc | 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 |
| MEGBX | MFS Growth B | Owns companies we recommend for divestment | 1 | 2 | 4 | 6 | X | Large Growth |
| MEGMX | Matthews Emerging Markets Equity Inv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| MEGRX | MFS Growth R2 | Owns companies we recommend for divestment | 1 | 2 | 4 | 6 | X | Large Growth |
| MEIAX | MFS Value A | Owns companies we recommend for divestment | 5 | 2 | 6 | 5 | X | Large Value |
| MEICX | MFS Value C | Owns companies we recommend for divestment | 5 | 2 | 6 | 5 | X | Large Value |
| MEIFX | Meridian Hedged Equity Legacy | Owns companies we recommend for divestment | 1 | 5 | 5 | 5 | X | Equity Hedged |
| MEIGX | MFS Value R1 | Owns companies we recommend for divestment | 5 | 2 | 6 | 5 | X | Large Value |
| MEIHX | MFS Value R3 | Owns companies we recommend for divestment | 5 | 2 | 6 | 5 | X | Large Value |
| MEIIX | MFS Value I | Owns companies we recommend for divestment | 5 | 2 | 6 | 5 | X | Large Value |
| MEIJX | MFS Value R4 | Owns companies we recommend for divestment | 5 | 2 | 6 | 5 | X | Large Value |
| MEIKX | MFS Value R6 | Owns companies we recommend for divestment | 5 | 2 | 6 | 5 | X | Large Value |
| MEIRX | MassMutual International Eq R4 | Owns companies we recommend for divestment | 3 | 3 | 8 | 1 | X | Foreign Large Blend |
| MELAX | Morgan Stanley Inst EMkts Ldrs A | 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 |
| MELSX | Morgan Stanley Inst EMkts Ldrs R6 | 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| MEMKX | BNY Mellon Emerging Markets M | 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 |
| MEMQX | Mercer Emerging Markets Equity Y3 | Owns companies we recommend for divestment | 2 | 0 | 8 | 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 |
| MEMS | Matthews Emerging Markets Discv Actv ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| MEMSX | Mercer Emerging Markets Equity I | Owns companies we recommend for divestment | 2 | 0 | 8 | 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 |
| MENAX | Madison Covered Call & Equity Income A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 2 | X | Derivative Income |
| MENCX | Madison Covered Call & Equity Income C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 2 | X | Derivative Income |
| MENIX | Madison Covered Call & Equity Income I | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 2 | X | Derivative Income |
| MENRX | Madison Covered Call & Equity Income R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 2 | X | Derivative Income |
| MENYX | Madison Covered Call & Equity Income Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 2 | X | Derivative Income |
| MEPAX | MassMutual Disciplined Value A | Owns companies we recommend for divestment | 6 | 8 | 12 | 8 | X | Large Value |
| MEPSX | MassMutual Disciplined Value R5 | Owns companies we recommend for divestment | 6 | 8 | 12 | 8 | X | Large Value |
| MEQAX | American Century International Val A | Owns companies we recommend for divestment | 3 | 2 | 6 | 2 | X | Foreign Large Value |
| MEQFX | AMG River Road Large Cap Value Select I | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 1 | 1 | X | Large Blend |
| MEQRX | MFS Global Equity R2 | Owns companies we recommend for divestment | 1 | 2 | 2 | 8 | X | Global Large-Stock Blend |
| MERAX | Madison Mid Cap A | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Mid-Cap Blend |
| MERDX | Meridian Growth Legacy | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| MERFX | The Merger Fund A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Event Driven |
| MERIX | The Merger Fund I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Event Driven |
| METV | Roundhill Ball Metaverse ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 4 | 3 | X | Technology |
| MEURX | Franklin Mutual International Value Z | Owns companies we recommend for divestment | 1 | 1 | 2 | 2 | X | Foreign Large Value |
| MEYWX | Manning & Napier Equity Series W | Owns companies we recommend for divestment | 2 | 2 | 5 | 9 | X | Large Growth |
| MFADX | Cromwell Long Short Investor | Owns companies we recommend for divestment | 2 | 4 | 6 | 6 | X | Long-Short Equity |
| 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 |
| 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 |
| 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 |
| MFDX | PIMCO RAFI Dyn Multi-Factor Intl Eq ETF | Owns companies we recommend for divestment | 18 | 6 | 31 | 9 | X | Foreign Large Blend |
| MFEBX | MFS Value B | Owns companies we recommend for divestment | 5 | 2 | 6 | 5 | X | Large Value |
| MFECX | MFS Growth C | Owns companies we recommend for divestment | 1 | 2 | 4 | 6 | X | Large Growth |
| MFEGX | MFS Growth A | Owns companies we recommend for divestment | 1 | 2 | 4 | 6 | X | Large Growth |
| MFEHX | MFS Growth R3 | Owns companies we recommend for divestment | 1 | 2 | 4 | 6 | X | Large Growth |
| MFEIX | MFS Growth I | Owns companies we recommend for divestment | 1 | 2 | 4 | 6 | X | Large Growth |
| MFEJX | MFS Growth R4 | Owns companies we recommend for divestment | 1 | 2 | 4 | 6 | X | Large Growth |
| MFEKX | MFS Growth R6 | Owns companies we recommend for divestment | 1 | 2 | 4 | 6 | X | Large Growth |
| MFELX | MFS Growth R1 | Owns companies we recommend for divestment | 1 | 2 | 4 | 6 | X | Large Growth |
| MFEM | PIMCO RAFI Dyn Mlt-Fctr Emrg Mkts Eq ETF | Owns companies we recommend for divestment | 1 | 0 | 7 | 0 | X | Diversified Emerging Mkts |
| MFFDX | MFS Lifetime 2050 C | Owns companies we recommend for divestment | 22 | 16 | 24 | 26 | X | Target-Date 2050 |
| MFFIX | MFS Lifetime 2050 I | Owns companies we recommend for divestment | 22 | 16 | 24 | 26 | X | Target-Date 2050 |
| MFFKX | MFS Lifetime 2050 R6 | Owns companies we recommend for divestment | 22 | 16 | 24 | 26 | X | Target-Date 2050 |
| MFFMX | MFS Lifetime 2050 R1 | Owns companies we recommend for divestment | 22 | 16 | 24 | 26 | X | Target-Date 2050 |
| MFFNX | MFS Lifetime 2050 R2 | Owns companies we recommend for divestment | 22 | 16 | 24 | 26 | X | Target-Date 2050 |
| MFFOX | MFS Lifetime 2050 R3 | Owns companies we recommend for divestment | 22 | 16 | 24 | 26 | X | Target-Date 2050 |
| MFFPX | MFS Lifetime 2050 R4 | Owns companies we recommend for divestment | 22 | 16 | 24 | 26 | X | Target-Date 2050 |
| MFFRX | MFS Lifetime 2050 B | Owns companies we recommend for divestment | 22 | 16 | 24 | 26 | X | Target-Date 2050 |
| MFFSX | MFS Lifetime 2050 A | Owns companies we recommend for divestment | 22 | 16 | 24 | 26 | X | Target-Date 2050 |
| MFJAX | MFS Lifetime 2060 A | Owns companies we recommend for divestment | 22 | 16 | 24 | 26 | X | Target-Date 2060 |
| MFJBX | MFS Lifetime 2060 B | Owns companies we recommend for divestment | 22 | 16 | 24 | 26 | X | Target-Date 2060 |
| MFJCX | MFS Lifetime 2060 C | Owns companies we recommend for divestment | 22 | 16 | 24 | 26 | X | Target-Date 2060 |
| MFJEX | MFS Lifetime 2060 R1 | Owns companies we recommend for divestment | 22 | 16 | 24 | 26 | X | Target-Date 2060 |
| MFJGX | MFS Lifetime 2060 R2 | Owns companies we recommend for divestment | 22 | 16 | 24 | 26 | X | Target-Date 2060 |
| MFJIX | MFS Lifetime 2060 I | Owns companies we recommend for divestment | 22 | 16 | 24 | 26 | X | Target-Date 2060 |
| MFJKX | MFS Lifetime 2060 R6 | Owns companies we recommend for divestment | 22 | 16 | 24 | 26 | X | Target-Date 2060 |
| MFJTX | MFS Lifetime 2060 R3 | Owns companies we recommend for divestment | 22 | 16 | 24 | 26 | X | Target-Date 2060 |
| MFJUX | MFS Lifetime 2060 R4 | Owns companies we recommend for divestment | 22 | 16 | 24 | 26 | X | Target-Date 2060 |
| MFLDX | Cromwell Long Short Institutional | Owns companies we recommend for divestment | 2 | 4 | 6 | 6 | X | Long-Short Equity |
| MFLLX | Morgan Stanley Inst Inception R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| 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 |
| MFMPX | Morgan Stanley Inst Next Gen Em Mkts A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| MFOCX | Marsico Focus | Owns companies we recommend for divestment | 1 | 3 | 4 | 3 | X | Large Growth |
| MFQAX | AMG Veritas Global Focus N | Owns companies we recommend for divestment | 1 | 3 | 3 | 6 | X | Global Large-Stock Blend |
| MFQTX | AMG Veritas Global Focus I | Owns companies we recommend for divestment | 1 | 3 | 3 | 6 | X | Global Large-Stock Blend |
| MFRBX | MFS Research B | Owns companies we recommend for divestment | 5 | 3 | 9 | 10 | X | Large Blend |
| MFRCX | MFS Research C | Owns companies we recommend for divestment | 5 | 3 | 9 | 10 | X | Large Blend |
| MFRFX | MFS Research A | Owns companies we recommend for divestment | 5 | 3 | 9 | 10 | X | Large Blend |
| MFRHX | MFS Research R3 | Owns companies we recommend for divestment | 5 | 3 | 9 | 10 | X | Large Blend |
| MFRJX | MFS Research R4 | Owns companies we recommend for divestment | 5 | 3 | 9 | 10 | X | Large Blend |
| MFRKX | MFS Research R6 | Owns companies we recommend for divestment | 5 | 3 | 9 | 10 | X | Large Blend |
| MFRLX | MFS Research R1 | Owns companies we recommend for divestment | 5 | 3 | 9 | 10 | X | Large Blend |
| MFRNX | MassMutual RetireSMART by JPM 2040 R3 | Owns companies we recommend for divestment | 72 | 50 | 120 | 59 | X | Target-Date 2040 |
| MFRSX | MassMutual RetireSMART by JPM 2040 Svc | Owns companies we recommend for divestment | 72 | 50 | 120 | 59 | X | Target-Date 2040 |
| MFSIX | Madison Sustainable Equity I | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 2 | 5 | V | Large Blend |
| MFSYX | Madison Sustainable Equity Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 2 | 5 | V | Large Blend |
| MFUS | PIMCO RAFI Dyn Multi-Factor US Eq ETF | Owns companies we recommend for divestment | 22 | 26 | 26 | 31 | X | Large Value |
| MFVAX | MassMutual Equity Opports A | Owns companies we recommend for divestment | 6 | 3 | 7 | 6 | X | Large Blend |
| MFVFX | MassMutual Equity Opports R4 | Owns companies we recommend for divestment | 6 | 3 | 7 | 6 | X | Large Blend |
| MFVNX | MassMutual Equity Opports R3 | Owns companies we recommend for divestment | 6 | 3 | 7 | 6 | X | Large Blend |
| MFVSX | MassMutual Equity Opports R5 | Owns companies we recommend for divestment | 6 | 3 | 7 | 6 | X | Large Blend |
| MFVZX | MassMutual Equity Opports I | Owns companies we recommend for divestment | 6 | 3 | 7 | 6 | X | Large Blend |
| MGAFX | Praxis Genesis Growth A | Owns companies we recommend for divestment | 9 | 22 | 29 | 25 | V | Moderately Aggressive Allocation |
| MGALX | MFS Growth Allocation R2 | Owns companies we recommend for divestment | 19 | 11 | 19 | 23 | X | Moderately Aggressive Allocation |
| MGC | Vanguard Mega Cap ETF | Owns companies we recommend for divestment | 9 | 12 | 21 | 16 | X | Large Blend |
| MGDAX | NYLI Growth Allocation Class A | Owns companies we recommend for divestment | 61 | 40 | 109 | 42 | X | Moderately Aggressive Allocation |
| MGDBX | NYLI Growth Allocation Class B | Owns companies we recommend for divestment | 61 | 40 | 109 | 42 | X | Moderately Aggressive Allocation |
| MGDCX | NYLI Growth Allocation Class C | Owns companies we recommend for divestment | 61 | 40 | 109 | 42 | X | Moderately Aggressive Allocation |
| MGDIX | NYLI Growth Allocation Class I | Owns companies we recommend for divestment | 61 | 40 | 109 | 42 | X | Moderately Aggressive Allocation |
| MGDNX | NYLI Growth Allocation Investor Class | Owns companies we recommend for divestment | 61 | 40 | 109 | 42 | X | Moderately Aggressive Allocation |
| MGDSX | NYLI Growth Allocation SIMPLE Class | Owns companies we recommend for divestment | 61 | 40 | 109 | 42 | X | Moderately Aggressive Allocation |
| MGEMX | Morgan Stanley Inst Emerging Mkts I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| MGFAX | MassMutual Global A | Owns companies we recommend for divestment | 2 | 3 | 4 | 6 | X | Global Large-Stock Growth |
| MGFLX | MassMutual Global Adm | Owns companies we recommend for divestment | 2 | 3 | 4 | 6 | X | Global Large-Stock Growth |
| MGFNX | MassMutual Global R3 | Owns companies we recommend for divestment | 2 | 3 | 4 | 6 | X | Global Large-Stock Growth |
| MGFRX | MassMutual Global R4 | Owns companies we recommend for divestment | 2 | 3 | 4 | 6 | X | Global Large-Stock Growth |
| MGFSX | MassMutual Global R5 | Owns companies we recommend for divestment | 2 | 3 | 4 | 6 | X | Global Large-Stock Growth |
| MGFYX | MassMutual Global Svc | Owns companies we recommend for divestment | 2 | 3 | 4 | 6 | X | Global Large-Stock Growth |
| MGFZX | MassMutual Global I | Owns companies we recommend for divestment | 2 | 3 | 4 | 6 | X | Global Large-Stock Growth |
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| MGIFX | Mondrian Global Listed Infrastructure | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Infrastructure |
| MGISX | Morgan Stanley Inst Global Franchise R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 6 | X | Global Large-Stock Blend |
| MGK | Vanguard Mega Cap Growth ETF | Owns companies we recommend for divestment | 1 | 4 | 7 | 6 | X | Large 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 |
| MGLAX | MFS Global Real Estate A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
| MGLBX | Marsico Global | Owns companies we recommend for divestment | 3 | 3 | 5 | 4 | X | Global Large-Stock Growth |
| MGLCX | MFS Global Real Estate C | 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 |
| 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 |
| MGLSX | Mercer Global Low Volatility Equity I | Owns companies we recommend for divestment | 17 | 12 | 22 | 22 | X | Global Large-Stock Blend |
| MGLVX | Mercer Global Low Volatility Equity Y3 | Owns companies we recommend for divestment | 17 | 12 | 22 | 22 | X | Global Large-Stock Blend |
| MGMT | Ballast Small/Mid Cap ETF | Owns companies we recommend for divestment | 1 | 1 | 2 | 1 | X | Small Blend |
| MGNDX | Praxis Growth Index A | Owns companies we recommend for divestment | 2 | 7 | 6 | 9 | V | Large Growth |
| 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 |
| MGOAX | Victory Munder Mid-Cap Core Growth A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 2 | X | Mid-Cap Growth |
| MGOCX | NYLI WMC Enduring Capital Class C | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 1 | X | Large Blend |
| 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 |
| MGOSX | Victory Munder Mid-Cap Core Growth R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 2 | X | Mid-Cap Growth |
| MGOTX | Victory Munder Mid-Cap Core Growth C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 2 | X | Mid-Cap Growth |
| MGOYX | Victory Munder Mid-Cap Core Growth Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 2 | X | Mid-Cap Growth |
| MGPIX | ProFunds Mid Cap Growth Inv | Owns companies we recommend for divestment | 3 | 4 | 3 | 6 | X | Mid-Cap Growth |
| MGPSX | ProFunds Mid Cap Growth Svc | Owns companies we recommend for divestment | 3 | 4 | 3 | 6 | X | Mid-Cap Growth |
| MGQAX | Morgan Stanley Inst Global Stars A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 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 | 1 | 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 | 1 | 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 | 1 | 2 | 5 | X | Global Large-Stock Blend |
| MGRAX | MFS International Growth A | Owns companies we recommend for divestment | 2 | 2 | 2 | 1 | X | Foreign Large Growth |
| MGRBX | MFS International Growth B | Owns companies we recommend for divestment | 2 | 2 | 2 | 1 | X | Foreign Large Growth |
| MGRCX | MFS International Growth C | 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 |
| MGRFX | MassMutual Mid Cap Growth R5 | Owns companies we recommend for divestment | 5 | 2 | 3 | 7 | X | Mid-Cap Growth |
| MGRIX | Marsico Growth | Owns companies we recommend for divestment | 1 | 3 | 5 | 4 | X | Large Growth |
| MGRO | VanEck Morningstar Wide Moat Growth ETF | Owns companies we recommend for divestment | 1 | 3 | 3 | 7 | 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 |
| MGRQX | MFS International Growth R2 | 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 |
| 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 |
| MGSEX | AMG Veritas Asia Pacific N | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Pacific/Asia ex-Japan Stk |
| MGTCX | Transamerica Mid Cap Growth C | Owns companies we recommend for divestment | 2 | 1 | 1 | 2 | X | Mid-Cap Growth |
| MGTIX | MFS Massachusetts Inv Gr Stk I | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 6 | X | Large 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 |
| MGV | Vanguard Mega Cap Value ETF | Owns companies we recommend for divestment | 8 | 8 | 14 | 11 | X | Large Value |
| MGWIX | MFS Growth Allocation I | Owns companies we recommend for divestment | 19 | 11 | 19 | 23 | X | Moderately Aggressive Allocation |
| MGWRX | MFS Global Growth R2 | Owns companies we recommend for divestment | 1 | 2 | 1 | 8 | X | Global Large-Stock Growth |
| MGXAX | NYLI Equity Allocation Class A | Owns companies we recommend for divestment | 61 | 40 | 108 | 42 | X | Aggressive Allocation |
| MGXBX | NYLI Equity Allocation Class B | Owns companies we recommend for divestment | 61 | 40 | 108 | 42 | X | Aggressive Allocation |
| MGXCX | NYLI Equity Allocation Class C | Owns companies we recommend for divestment | 61 | 40 | 108 | 42 | X | Aggressive Allocation |
| MGXIX | NYLI Equity Allocation Class I | Owns companies we recommend for divestment | 61 | 40 | 108 | 42 | X | Aggressive Allocation |
| MGXNX | NYLI Equity Allocation Investor Class | Owns companies we recommend for divestment | 61 | 40 | 108 | 42 | X | Aggressive Allocation |
| MGXSX | NYLI Equity Allocation SIMPLE Class | Owns companies we recommend for divestment | 61 | 40 | 108 | 42 | X | Aggressive Allocation |
| 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 |
| MIAGX | MFS Aggressive Growth Allocation I | Owns companies we recommend for divestment | 19 | 11 | 19 | 23 | X | Aggressive Allocation |
| 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 |
| MICDX | Matthews China Dividend Instl | 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 |
| MICHX | Matthews China Small Companies Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
| MICIX | Victory Trivalent Intl Fd-Core Eq I | Owns companies we recommend for divestment | 3 | 3 | 9 | 4 | X | Foreign Large Blend |
| MICSX | Matthews Asian Growth & Income Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Pacific/Asia ex-Japan Stk |
| MICYX | Victory Trivalent Intl Fd-Core Eq Y | Owns companies we recommend for divestment | 3 | 3 | 9 | 4 | X | Foreign Large Blend |
| MID | American Century Mid Cap Gr Impact ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | V | Mid-Cap Growth |
| 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 |
| MIDE | Xtrackers S&P MidCap 400 ESG ETF | Owns companies we recommend for divestment | 1 | 8 | 3 | 6 | V | Mid-Cap Blend |
| MIDFX | Marsico Midcap Growth Focus Instl | Owns companies we recommend for divestment | 2 | 0 | 3 | 2 | X | Mid-Cap Growth |
| MIDGX | MFS International New Discovery R1 | 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 |
| MIDKX | Shelton S&P Midcap Index K | Owns companies we recommend for divestment | 4 | 8 | 5 | 10 | X | Mid-Cap Blend |
| MIDLX | MFS International New Discovery R6 | Owns companies we recommend for divestment | 1 | 1 | 1 | 0 | X | Foreign Small/Mid Growth |
| MIDNX | Matthews India Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | India Equity |
| MIDRX | MFS International New Discovery R2 | Owns companies we recommend for divestment | 1 | 1 | 1 | 0 | X | Foreign Small/Mid Growth |
| MIDSX | Midas | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Precious Metals |
| MIDU | Direxion Daily Mid Cap Bull 3X ETF | Owns companies we recommend for divestment | 4 | 8 | 6 | 10 | X | Trading--Leveraged Equity |
| MIEAX | MM S&P 500® Index R4 | Owns companies we recommend for divestment | 18 | 20 | 28 | 26 | X | Large Blend |
| MIEDX | MassMutual International Eq R5 | Owns companies we recommend for divestment | 3 | 3 | 8 | 1 | X | Foreign Large Blend |
| MIEFX | Matthews Emerging Markets Equity Ins | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| MIEGX | BNY Mellon Emerging Markets Inv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| MIEIX | MFS International Equity R6 | Owns companies we recommend for divestment | 1 | 1 | 3 | 2 | X | Foreign Large Blend |
| MIEJX | MFS International Equity A | Owns companies we recommend for divestment | 1 | 1 | 3 | 2 | X | Foreign Large Blend |
| MIEKX | MFS International Equity I | Owns companies we recommend for divestment | 1 | 1 | 3 | 2 | X | Foreign Large Blend |
| MIELX | MassMutual International Eq Adm | Owns companies we recommend for divestment | 3 | 3 | 8 | 1 | X | Foreign Large Blend |
| MIEYX | MM S&P 500® Index Adm | Owns companies we recommend for divestment | 18 | 20 | 28 | 26 | X | Large Blend |
| MIEZX | MM S&P 500® Index R5 | Owns companies we recommend for divestment | 18 | 20 | 28 | 26 | X | Large Blend |
| MIFOX | Marsico Focus Institutional | Owns companies we recommend for divestment | 1 | 3 | 4 | 3 | X | Large Growth |
| MIGBX | MFS Massachusetts Inv Gr Stk B | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 6 | X | Large Growth |
| MIGCX | Invesco Main Street C | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 4 | 5 | X | Large Blend |
| MIGDX | MFS Massachusetts Inv Gr Stk C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 6 | X | Large Growth |
| MIGFX | MFS Massachusetts Inv Gr Stk A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 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 | 1 | 1 | 6 | X | Large 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 |
| MIGKX | MFS Massachusetts Inv Gr Stk R4 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 6 | X | Large 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 |
| MIGMX | MFS Massachusetts Inv Gr Stk R1 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 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 | 1 | 1 | 6 | X | Large Growth |
| MIGOX | Marsico Global Institutional | Owns companies we recommend for divestment | 3 | 3 | 5 | 4 | X | Global Large-Stock Growth |
| 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 |
| MIGWX | Marsico Growth Institutional | Owns companies we recommend for divestment | 1 | 3 | 5 | 4 | X | Large Growth |
| MIGYX | Invesco Main Street Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 4 | 5 | X | Large Blend |
| MIINX | BNY Mellon International Inv | Owns companies we recommend for divestment | 2 | 0 | 4 | 0 | X | Foreign Large Value |
| MIIOX | Marsico International Opportunities Inst | Owns companies we recommend for divestment | 3 | 2 | 4 | 3 | X | Foreign Large Growth |
| MIISX | BNY Mellon Income Stock Inv | Owns companies we recommend for divestment | 1 | 3 | 4 | 5 | X | Large Value |
| MIJFX | Matthews Japan Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 2 | X | Japan Stock |
| MILN | Global X Millennials Consumer ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 8 | 2 | X | Large Growth |
| MIMFX | AMG Veritas China I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
| MIMSX | BNY Mellon Mid Cap Multi-Strategy Inv | Owns companies we recommend for divestment | 10 | 11 | 11 | 14 | X | Mid-Cap Blend |
| MINAX | Madison International Stock A | Owns companies we recommend for divestment | 1 | 0 | 2 | 1 | X | Foreign Large Blend |
| MINDX | Matthews India Investor | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | India Equity |
| 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 |
| MINIX | MFS International Intrinsic Value I | 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 |
| MINRX | MFS International Intrinsic Value R1 | Owns companies we recommend for divestment | 1 | 3 | 0 | 1 | X | Foreign Large Blend |
| MINV | Matthews Asia Innovators Active ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Pacific/Asia ex-Japan Stk |
| MINVX | Madison Investors Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 2 | 4 | X | Large Blend |
| MINYX | Madison International Stock Y | Owns companies we recommend for divestment | 1 | 0 | 2 | 1 | X | Foreign Large Blend |
| MIOFX | Marsico International Opportunities | Owns companies we recommend for divestment | 3 | 2 | 4 | 3 | 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 |
| MIOLX | Morgan Stanley Inst International Opp L | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Large Growth |
| MIOPX | Morgan Stanley Inst International Opp A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Large Growth |
| MIPIX | Matthews Asia Dividend Instl | Owns companies we recommend for divestment | 1 | 1 | 0 | 0 | X | Diversified Pacific/Asia |
| MIPTX | Matthews Pacific Tiger Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Pacific/Asia ex-Japan Stk |
| 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 |
| 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 |
| MIRGX | MFS Massachusetts Inv Gr Stk R2 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 6 | X | Large Growth |
| MIRSX | Victory Integrity Small/Mid-Cap Value R6 | Owns companies we recommend for divestment | 1 | 1 | 4 | 2 | X | Small Value |
| MIRTX | MFS Massachusetts Investors Tr R2 | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 3 | 4 | X | Large Blend |
| MISAX | Victory Trivalent International Sm-Cp A | Owns companies we recommend for divestment | 3 | 2 | 1 | 0 | X | Foreign Small/Mid Blend |
| MISCX | BNY Mellon Small Cap Multi-Strategy Inv | Owns companies we recommend for divestment | 2 | 3 | 1 | 5 | X | Small Growth |
| MISEX | Midas Magic | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | X | Large Blend |
| MISFX | Matthews Emerging Markets Sust Fut Inst | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Diversified Emerging Mkts |
| MISGX | Meridian Small Cap Growth Investor | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| MISIX | Victory Trivalent International Sm-Cp I | Owns companies we recommend for divestment | 3 | 2 | 1 | 0 | X | Foreign Small/Mid Blend |
| MISL | First Trust Indxx Aerspc & Defns ETF | Owns companies we recommend for divestment | 10 | 0 | 7 | 11 | X | Industrials |
| MISMX | Matthews EM Sm Coms Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| MITBX | MFS Massachusetts Investors Tr B | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 3 | 4 | X | Large Blend |
| MITCX | MFS Massachusetts Investors Tr C | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 3 | 4 | X | Large Blend |
| MITDX | MFS Massachusetts Investors Tr R4 | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 3 | 4 | X | Large Blend |
| MITEX | Matthews Asia Innovators Institutional | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Pacific/Asia ex-Japan Stk |
| MITGX | MFS Massachusetts Investors Tr R1 | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 3 | 4 | X | Large Blend |
| MITHX | MFS Massachusetts Investors Tr R3 | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 3 | 4 | X | Large Blend |
| MITIX | MFS Massachusetts Investors Tr I | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 3 | 4 | X | Large Blend |
| MITJX | MFS Massachusetts Investors Tr R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 3 | 4 | X | Large Blend |
| MITTX | MFS Massachusetts Investors Tr A | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 3 | 4 | X | Large Blend |
| MIVIX | Madison Investors I | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 2 | 4 | X | Large Blend |
| MIZIX | MassMutual International Eq I | Owns companies we recommend for divestment | 3 | 3 | 8 | 1 | X | Foreign Large Blend |
| MJ | Amplify Alternative Harvest ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Miscellaneous Sector |
| MJFOX | Matthews Japan Investor | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 2 | X | Japan Stock |
| MJRFX | BlackRock Mid-Cap Value K | Owns companies we recommend for divestment | 4 | 4 | 3 | 4 | X | Mid-Cap Value |
| MKDCX | BlackRock Emerging Mkts K | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| MKDVX | BlackRock Equity Dividend K | Owns companies we recommend for divestment | 5 | 5 | 8 | 8 | X | Large Value |
| MKEAX | BlackRock Unconstrained Equity K | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 3 | X | Global Large-Stock Growth |
| MKECX | BlackRock Emerging Markets Ex-China K | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| MKEFX | BlackRock Eurofund K | Owns companies we recommend for divestment | 1 | 0 | 1 | 3 | X | Europe Stock |
| MKFOX | BlackRock Large Cap Focus Growth K | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 3 | X | Large Growth |
| MKGCX | BlackRock Advantage Global K | Owns companies we recommend for divestment | 5 | 6 | 12 | 11 | X | Global Large-Stock Blend |
| MKILX | BlackRock International K | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 2 | X | Foreign Large Blend |
| MKLOX | BlackRock Global Allocation K | Owns companies we recommend for divestment | 13 | 14 | 23 | 15 | X | Global Allocation |
| MKOR | Matthews Korea Active ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Miscellaneous Region |
| MKSCX | BlackRock Sustainable Advantage Gbl Eq K | Owns companies we recommend for divestment | 9 | 13 | 21 | 12 | V | Global Large-Stock Blend |
| MKSPX | BlackRock Advantage SMID Cap K | Owns companies we recommend for divestment | 3 | 4 | 5 | 6 | X | Small Blend |
| MKTRX | NYLI Income Builder Class B | Owns companies we recommend for divestment | 6 | 5 | 11 | 8 | X | Global Allocation |
| 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 |
| 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 |
| MKVIX | MFS International Large Cap Value I | Owns companies we recommend for divestment | 2 | 2 | 2 | 2 | X | Foreign Large Value |
| MLAAX | NYLI Winslow Large Cap Growth Class A | Owns companies we recommend for divestment | 1 | 2 | 6 | 4 | X | Large Growth |
| MLABX | NYLI Winslow Large Cap Growth Class B | Owns companies we recommend for divestment | 1 | 2 | 6 | 4 | X | Large Growth |
| MLACX | NYLI Winslow Large Cap Growth Class C | Owns companies we recommend for divestment | 1 | 2 | 6 | 4 | X | Large Growth |
| MLAIX | NYLI Winslow Large Cap Growth Class I | Owns companies we recommend for divestment | 1 | 2 | 6 | 4 | X | Large Growth |
| MLCPX | MainGate MLP C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Energy Limited Partnership |
| MLFAX | MFS Lifetime 2040 A | Owns companies we recommend for divestment | 22 | 16 | 24 | 26 | X | Target-Date 2040 |
| MLFBX | MFS Lifetime 2040 B | Owns companies we recommend for divestment | 22 | 16 | 24 | 26 | X | Target-Date 2040 |
| MLFCX | MFS Lifetime 2040 C | Owns companies we recommend for divestment | 22 | 16 | 24 | 26 | X | Target-Date 2040 |
| MLFEX | MFS Lifetime 2040 R1 | Owns companies we recommend for divestment | 22 | 16 | 24 | 26 | X | Target-Date 2040 |
| MLFGX | MFS Lifetime 2040 R2 | Owns companies we recommend for divestment | 22 | 16 | 24 | 26 | X | Target-Date 2040 |
| MLFHX | MFS Lifetime 2040 R3 | Owns companies we recommend for divestment | 22 | 16 | 24 | 26 | X | Target-Date 2040 |
| MLFIX | MFS Lifetime 2040 I | Owns companies we recommend for divestment | 22 | 16 | 24 | 26 | X | Target-Date 2040 |
| MLFJX | MFS Lifetime 2040 R4 | Owns companies we recommend for divestment | 22 | 16 | 24 | 26 | X | Target-Date 2040 |
| MLFKX | MFS Lifetime 2040 R6 | Owns companies we recommend for divestment | 22 | 16 | 24 | 26 | X | Target-Date 2040 |
| MLGLX | Gabelli Media Mogul A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Communications |
| MLGRX | NYLI Winslow Large Cap Growth Class R3 | Owns companies we recommend for divestment | 1 | 2 | 6 | 4 | X | Large Growth |
| MLINX | NYLI Winslow Large Cap Growth Inv Class | Owns companies we recommend for divestment | 1 | 2 | 6 | 4 | X | Large Growth |
| MLMAX | Morgan Stanley Instl Global Core A | Owns companies we recommend for divestment | 2 | 5 | 4 | 3 | X | Global Large-Stock Growth |
| MLMCX | Morgan Stanley Instl Global Core C | Owns companies we recommend for divestment | 2 | 5 | 4 | 3 | X | Global Large-Stock Growth |
| MLMIX | Morgan Stanley Instl Global Core I | Owns companies we recommend for divestment | 2 | 5 | 4 | 3 | X | Global Large-Stock Growth |
| MLMSX | Morgan Stanley Instl Global Core R6 | Owns companies we recommend for divestment | 2 | 5 | 4 | 3 | X | Global Large-Stock Growth |
| 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 |
| 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 |
| MLPA | Global X MLP ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Energy Limited Partnership |
| MLPAX | Invesco SteelPath MLP Alpha A | 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 |
| MLPEX | Invesco SteelPath MLP Select 40 C | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Energy Limited Partnership |
| MLPFX | Invesco SteelPath MLP Select 40 A | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Energy Limited Partnership |
| MLPGX | Invesco SteelPath MLP Alpha C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Energy Limited Partnership |
| MLPIX | ProFunds Mid Cap Value Inv | Owns companies we recommend for divestment | 4 | 7 | 4 | 10 | X | Small Value |
| 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 |
| MLPNX | Invesco SteelPath MLP Alpha Plus Y | 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 |
| MLPRX | Invesco SteelPath MLP Income C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Energy Limited Partnership |
| MLPSX | ProFunds Mid Cap Value Svc | Owns companies we recommend for divestment | 4 | 7 | 4 | 10 | X | Small Value |
| MLPTX | Invesco SteelPath MLP Select 40 Y | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Energy Limited Partnership |
| MLPX | Global X MLP & Energy Infrastructure ETF | 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 |
| MLRKX | BlackRock Advantage Large Cap Core K | Owns companies we recommend for divestment | 5 | 9 | 11 | 9 | X | Large Blend |
| MLRMX | NYLI Winslow Large Cap Growth SIMPLE Cl | Owns companies we recommend for divestment | 1 | 2 | 6 | 4 | X | Large Growth |
| MLRRX | NYLI Winslow Large Cap Growth Class R1 | Owns companies we recommend for divestment | 1 | 2 | 6 | 4 | X | Large Growth |
| MLRSX | NYLI Winslow Large Cap Growth Class R6 | Owns companies we recommend for divestment | 1 | 2 | 6 | 4 | X | Large Growth |
| MLRTX | NYLI Winslow Large Cap Growth Class R2 | Owns companies we recommend for divestment | 1 | 2 | 6 | 4 | X | Large Growth |
| MLUAX | MassMutual Mid Cap Value A | Owns companies we recommend for divestment | 2 | 5 | 5 | 3 | X | Mid-Cap Value |
| MLUFX | MassMutual Mid Cap Value R4 | Owns companies we recommend for divestment | 2 | 5 | 5 | 3 | X | Mid-Cap Value |
| MLULX | MassMutual Mid Cap Value Adm | Owns companies we recommend for divestment | 2 | 5 | 5 | 3 | X | Mid-Cap Value |
| MLUNX | MassMutual Mid Cap Value R3 | Owns companies we recommend for divestment | 2 | 5 | 5 | 3 | X | Mid-Cap Value |
| MLUSX | MassMutual Mid Cap Value R5 | Owns companies we recommend for divestment | 2 | 5 | 5 | 3 | X | Mid-Cap Value |
| MLUYX | MassMutual Mid Cap Value Svc | Owns companies we recommend for divestment | 2 | 5 | 5 | 3 | X | Mid-Cap Value |
| MLUZX | MassMutual Mid Cap Value I | Owns companies we recommend for divestment | 2 | 5 | 5 | 3 | X | Mid-Cap Value |
| MLVAX | MFS Low Volatility Equity A | Owns companies we recommend for divestment | 5 | 5 | 3 | 9 | X | Large Blend |
| MLVBX | MFS Low Volatility Equity B | Owns companies we recommend for divestment | 5 | 5 | 3 | 9 | X | Large Blend |
| MLVGX | MFS Low Volatility Equity C | Owns companies we recommend for divestment | 5 | 5 | 3 | 9 | X | Large Blend |
| MLVHX | MFS Low Volatility Equity I | Owns companies we recommend for divestment | 5 | 5 | 3 | 9 | X | Large Blend |
| MLVKX | BlackRock Advantage Large Cap Val K | Owns companies we recommend for divestment | 10 | 15 | 15 | 14 | X | Large Value |
| MLVMX | MFS Low Volatility Equity R1 | Owns companies we recommend for divestment | 5 | 5 | 3 | 9 | X | Large Blend |
| MLVOX | MFS Low Volatility Equity R2 | Owns companies we recommend for divestment | 5 | 5 | 3 | 9 | X | Large Blend |
| MLVPX | MFS Low Volatility Equity R3 | Owns companies we recommend for divestment | 5 | 5 | 3 | 9 | X | Large Blend |
| MLVRX | MFS Low Volatility Equity R4 | Owns companies we recommend for divestment | 5 | 5 | 3 | 9 | X | Large Blend |
| MLVTX | MFS Low Volatility Equity R6 | Owns companies we recommend for divestment | 5 | 5 | 3 | 9 | X | Large Blend |
| 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 |
| MMARX | MassMutual RetireSMART by JPM 2050 A | Owns companies we recommend for divestment | 72 | 50 | 120 | 59 | X | Target-Date 2050 |
| MMBDX | MassMutual Balanced A | Owns companies we recommend for divestment | 2 | 9 | 7 | 9 | V | Moderate Allocation |
| MMBLX | MassMutual Balanced Adm | Owns companies we recommend for divestment | 2 | 9 | 7 | 9 | V | Moderate Allocation |
| MMBRX | MassMutual Balanced R3 | Owns companies we recommend for divestment | 2 | 9 | 7 | 9 | V | Moderate Allocation |
| MMBUX | MassMutual Select TRP Sm&Mid Cap Blend I | Owns companies we recommend for divestment | 7 | 9 | 4 | 12 | X | Mid-Cap Blend |
| MMCFX | AMG Veritas China N | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
| MMCGX | Morgan Stanley Inst Discovery R6 | Owns companies we recommend for divestment | 1 | 0 | 1 | 1 | X | Mid-Cap Growth |
| MMCRX | Madison Mid Cap R6 | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Mid-Cap Blend |
| MMDAX | Madison Moderate Allocation A | Owns companies we recommend for divestment | 28 | 26 | 64 | 34 | X | Moderate Allocation |
| MMDCX | Madison Moderate Allocation C | Owns companies we recommend for divestment | 28 | 26 | 64 | 34 | X | Moderate Allocation |
| MMDDX | MassMutual Select TRP Retirement 2050 I | Owns companies we recommend for divestment | 28 | 29 | 44 | 40 | X | Target-Date 2050 |
| MMDEX | Praxis Growth Index I | Owns companies we recommend for divestment | 2 | 7 | 6 | 9 | V | Large Growth |
| MMDFX | MassMutual Select TRP Retirement 2050 M5 | Owns companies we recommend for divestment | 28 | 29 | 44 | 40 | X | Target-Date 2050 |
| MMDGX | MassMutual Select TRP Retirement 2050 M4 | Owns companies we recommend for divestment | 28 | 29 | 44 | 40 | X | Target-Date 2050 |
| MMDHX | MassMutual Select TRP Retirement 2050 M3 | Owns companies we recommend for divestment | 28 | 29 | 44 | 40 | X | Target-Date 2050 |
| MMDJX | MassMutual Select TRP Retirement 2055 I | Owns companies we recommend for divestment | 28 | 29 | 44 | 40 | X | Target-Date 2055 |
| MMDKX | MassMutual Select TRP Retirement 2055 M5 | Owns companies we recommend for divestment | 28 | 29 | 44 | 40 | X | Target-Date 2055 |
| MMDMX | MassMutual Select TRP Retirement 2055 M4 | Owns companies we recommend for divestment | 28 | 29 | 44 | 40 | X | Target-Date 2055 |
| MMDOX | MassMutual Select TRP Retirement 2055 M3 | Owns companies we recommend for divestment | 28 | 29 | 44 | 40 | X | Target-Date 2055 |
| 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 |
| MMELX | MassMutual Mid Cap Growth Adm | Owns companies we recommend for divestment | 5 | 2 | 3 | 7 | X | Mid-Cap Growth |
| MMEYX | Victory Integrity Discovery Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Small Value |
| MMFFX | MM S&P 500® Index A | Owns companies we recommend for divestment | 18 | 20 | 28 | 26 | X | Large Blend |
| MMFOX | MassMutual Select TRP Retirement 2040 I | Owns companies we recommend for divestment | 28 | 29 | 44 | 40 | X | Target-Date 2040 |
| MMFPX | MassMutual Select TRP Retirement 2040 M5 | Owns companies we recommend for divestment | 28 | 29 | 44 | 40 | X | Target-Date 2040 |
| MMFQX | MassMutual Select TRP Retirement 2040 M4 | Owns companies we recommend for divestment | 28 | 29 | 44 | 40 | X | Target-Date 2040 |
| MMFRX | MassMutual Select TRP Retirement 2040 M3 | Owns companies we recommend for divestment | 28 | 29 | 44 | 40 | X | Target-Date 2040 |
| MMFTX | MassMutual Select TRP Retirement 2045 I | Owns companies we recommend for divestment | 28 | 29 | 44 | 40 | X | Target-Date 2045 |
| MMFUX | MassMutual Select TRP Retirement 2045 M5 | Owns companies we recommend for divestment | 28 | 29 | 44 | 40 | X | Target-Date 2045 |
| MMFVX | MassMutual Equity Opports Adm | Owns companies we recommend for divestment | 6 | 3 | 7 | 6 | X | Large Blend |
| MMFWX | MassMutual Select TRP Retirement 2045 M4 | Owns companies we recommend for divestment | 28 | 29 | 44 | 40 | X | Target-Date 2045 |
| MMFYX | MassMutual Equity Opports Svc | Owns companies we recommend for divestment | 6 | 3 | 7 | 6 | X | Large Blend |
| MMFZX | MassMutual Select TRP Retirement 2045 M3 | Owns companies we recommend for divestment | 28 | 29 | 44 | 40 | X | Target-Date 2045 |
| MMGEX | MassMutual Small Cap Gr Eq A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Small Growth |
| MMIAX | MassMutual International Eq A | Owns companies we recommend for divestment | 3 | 3 | 8 | 1 | X | Foreign Large Blend |
| MMIEX | MM S&P 500® Index Svc | Owns companies we recommend for divestment | 18 | 20 | 28 | 26 | X | Large Blend |
| MMIJX | Victory Integrity Mid-Cap Value Member | Owns companies we recommend for divestment | 2 | 2 | 4 | 3 | X | Mid-Cap Value |
| MMINX | MM S&P 500® Index R3 | Owns companies we recommend for divestment | 18 | 20 | 28 | 26 | X | Large Blend |
| MMIUX | MassMutual Select TRP Intl Equity I | Owns companies we recommend for divestment | 6 | 2 | 12 | 6 | X | Foreign Large Blend |
| MMIZX | MM S&P 500® Index I | Owns companies we recommend for divestment | 18 | 20 | 28 | 26 | X | Large Blend |
| MMKAX | MassMutual RetireSMART by JPM 2045 A | Owns companies we recommend for divestment | 72 | 50 | 120 | 59 | X | Target-Date 2045 |
| MMKBX | Morgan Stanley Inst Emerging Mkts A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| MMKNX | MassMutual RetireSMART by JPM 2045 R3 | Owns companies we recommend for divestment | 72 | 50 | 120 | 59 | X | Target-Date 2045 |
| MMKSX | MassMutual RetireSMART by JPM 2045 Svc | Owns companies we recommend for divestment | 72 | 50 | 120 | 59 | X | Target-Date 2045 |
| MMKTX | MassMutual RetireSMART by JPM 2045 R5 | Owns companies we recommend for divestment | 72 | 50 | 120 | 59 | X | Target-Date 2045 |
| MMKUX | MassMutual RetireSMART by JPM 2045 I | Owns companies we recommend for divestment | 72 | 50 | 120 | 59 | X | Target-Date 2045 |
| MMKYX | MassMutual RetireSMART by JPM 2045 Adm | Owns companies we recommend for divestment | 72 | 50 | 120 | 59 | X | Target-Date 2045 |
| MMKZX | MassMutual RetireSMART by JPM 2045 R4 | Owns companies we recommend for divestment | 72 | 50 | 120 | 59 | X | Target-Date 2045 |
| MMLG | First Trust Multi-Manager Large Gr ETF | Owns companies we recommend for divestment | 1 | 3 | 4 | 5 | X | Large Growth |
| MMLRX | MassMutual Select TRP Large Cap Blend I | Owns companies we recommend for divestment | 20 | 20 | 28 | 28 | X | Large Blend |
| MMMMX | Victory Integrity Discovery Member | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Small Value |
| MMMPX | Morgan Stanley Inst Emerging Mkts R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| MMMSX | Victory Integrity Small/Mid-Cap Value Mb | Owns companies we recommend for divestment | 1 | 1 | 4 | 2 | X | Small Value |
| MMNBX | MassMutual Diversified Value Y | Owns companies we recommend for divestment | 12 | 9 | 15 | 16 | X | Large Value |
| MMNGX | MassMutual Mid Cap Growth Y | Owns companies we recommend for divestment | 5 | 2 | 3 | 7 | X | Mid-Cap Growth |
| MMNHX | MassMutual Mid Cap Value Y | Owns companies we recommend for divestment | 2 | 5 | 5 | 3 | X | Mid-Cap Value |
| MMNJX | MassMutual Small Cap Gr Eq Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Small Growth |
| MMNKX | MassMutual Small Cap Val Eq Y | Owns companies we recommend for divestment | 3 | 5 | 1 | 4 | X | Small Blend |
| MMNLX | MassMutual Small Company Val Y | Owns companies we recommend for divestment | 1 | 1 | 1 | 1 | X | Small Value |
| MMNQX | MassMutual 60/40 Allocation Y | Owns companies we recommend for divestment | 73 | 51 | 125 | 60 | X | Moderate Allocation |
| MMNSX | MassMutual 80/20 Allocation Y | Owns companies we recommend for divestment | 73 | 51 | 125 | 60 | X | Moderately Aggressive Allocation |
| MMNVX | MassMutual Balanced Y | Owns companies we recommend for divestment | 2 | 9 | 7 | 9 | V | Moderate Allocation |
| MMNYX | MassMutual Disciplined Gr Y | Owns companies we recommend for divestment | 1 | 4 | 6 | 6 | X | Large Growth |
| MMOAX | MassMutual Disciplined Value Y | Owns companies we recommend for divestment | 6 | 8 | 12 | 8 | X | Large Value |
| MMOEX | MassMutual International Eq Y | Owns companies we recommend for divestment | 3 | 3 | 8 | 1 | X | Foreign Large Blend |
| MMOGX | MassMutual Small Cap Opps Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Small Blend |
| MMOJX | MassMutual Overseas Y | Owns companies we recommend for divestment | 3 | 1 | 7 | 4 | X | Foreign Large Blend |
| MMPCX | NYLI WMC Value Class C | Owns companies we recommend for divestment | 3 | 4 | 5 | 3 | X | Large Value |
| MMPDX | NYLI WMC Value Class R6 | Owns companies we recommend for divestment | 3 | 4 | 5 | 3 | X | Large Value |
| MMQAX | MassMutual Small Cap Val Eq A | Owns companies we recommend for divestment | 3 | 5 | 1 | 4 | X | Small Blend |
| MMQFX | MassMutual Small Cap Val Eq R4 | Owns companies we recommend for divestment | 3 | 5 | 1 | 4 | X | Small Blend |
| MMQIX | MassMutual Small Cap Val Eq I | Owns companies we recommend for divestment | 3 | 5 | 1 | 4 | X | Small Blend |
| MMQLX | MassMutual Small Cap Val Eq Adm | Owns companies we recommend for divestment | 3 | 5 | 1 | 4 | X | Small Blend |
| MMQSX | MassMutual Small Cap Val Eq R5 | Owns companies we recommend for divestment | 3 | 5 | 1 | 4 | X | Small Blend |
| MMQTX | MassMutual Small Cap Val Eq R3 | Owns companies we recommend for divestment | 3 | 5 | 1 | 4 | X | Small Blend |
| MMQYX | MassMutual Small Cap Val Eq Svc | Owns companies we recommend for divestment | 3 | 5 | 1 | 4 | X | Small Blend |
| MMRAX | NYLI Moderate Allocation Class A | Owns companies we recommend for divestment | 61 | 40 | 109 | 42 | X | Moderate Allocation |
| MMRBX | NYLI Moderate Allocation Class B | Owns companies we recommend for divestment | 61 | 40 | 109 | 42 | X | Moderate Allocation |
| MMRCX | NYLI Moderate Allocation Class C | Owns companies we recommend for divestment | 61 | 40 | 109 | 42 | X | Moderate Allocation |
| MMRDX | NYLI Moderate Allocation Investor Class | Owns companies we recommend for divestment | 61 | 40 | 109 | 42 | X | Moderate Allocation |
| MMRFX | MassMutual Select TRP Real Asset I | Owns companies we recommend for divestment | 2 | 0 | 3 | 0 | X | Natural Resources |
| MMRIX | NYLI Moderate Allocation Class I | Owns companies we recommend for divestment | 61 | 40 | 109 | 42 | X | Moderate Allocation |
| MMRNX | MassMutual RetireSMART by JPM 2050 R3 | Owns companies we recommend for divestment | 72 | 50 | 120 | 59 | X | Target-Date 2050 |
| MMRSX | NYLI Moderate Allocation SIMPLE Class | Owns companies we recommend for divestment | 61 | 40 | 109 | 42 | X | Moderate Allocation |
| MMRTX | MassMutual RetireSMART by JPM 2050 R5 | Owns companies we recommend for divestment | 72 | 50 | 120 | 59 | X | Target-Date 2050 |
| MMRUX | MassMutual RetireSMART by JPM 2050 I | Owns companies we recommend for divestment | 72 | 50 | 120 | 59 | X | Target-Date 2050 |
| MMRYX | MassMutual RetireSMART by JPM 2050 Adm | Owns companies we recommend for divestment | 72 | 50 | 120 | 59 | X | Target-Date 2050 |
| MMRZX | MassMutual RetireSMART by JPM 2050 R4 | Owns companies we recommend for divestment | 72 | 50 | 120 | 59 | X | Target-Date 2050 |
| MMSC | First Trust Multi-Manager Sm Cp Opps ETF | Owns companies we recommend for divestment | 1 | 3 | 0 | 2 | X | Small Growth |
| MMSCX | Praxis Small Cap Index A | Owns companies we recommend for divestment | 1 | 2 | 5 | 3 | V | Small Blend |
| MMSGX | MassMutual Select TRP Retirement 2060 M4 | Owns companies we recommend for divestment | 28 | 29 | 44 | 40 | X | Target-Date 2060 |
| MMSIX | Praxis Small Cap Index I | Owns companies we recommend for divestment | 1 | 2 | 5 | 3 | V | Small Blend |
| MMSKX | MassMutual Select TRP Retirement 2060 I | Owns companies we recommend for divestment | 28 | 29 | 44 | 40 | X | Target-Date 2060 |
| MMSOX | MassMutual Select TRP Retirement 2060 M5 | Owns companies we recommend for divestment | 28 | 29 | 44 | 40 | X | Target-Date 2060 |
| MMSVX | MassMutual Select TRP Retirement 2060 M3 | Owns companies we recommend for divestment | 28 | 29 | 44 | 40 | X | Target-Date 2060 |
| MMTFX | MassMutual Select TRP Retirement 2025 I | Owns companies we recommend for divestment | 28 | 29 | 44 | 40 | X | Target-Date 2025 |
| MMTGX | MassMutual Select TRP Retirement 2025 M5 | Owns companies we recommend for divestment | 28 | 29 | 44 | 40 | X | Target-Date 2025 |
| MMTHX | MassMutual Select TRP Retirement 2025 M4 | Owns companies we recommend for divestment | 28 | 29 | 44 | 40 | X | Target-Date 2025 |
| MMTIX | MassMutual Select TRP Retirement 2025 M3 | Owns companies we recommend for divestment | 28 | 29 | 44 | 40 | X | Target-Date 2025 |
| MMTJX | MassMutual Select TRP Retirement 2035 I | Owns companies we recommend for divestment | 28 | 29 | 44 | 40 | X | Target-Date 2035 |
| MMTKX | MassMutual Select TRP Retirement 2035 M5 | Owns companies we recommend for divestment | 28 | 29 | 44 | 40 | X | Target-Date 2035 |
| MMTLX | MassMutual Select TRP Retirement 2035 M4 | Owns companies we recommend for divestment | 28 | 29 | 44 | 40 | X | Target-Date 2035 |
| MMTM | SPDR® S&P 1500 Momentum Tilt ETF | Owns companies we recommend for divestment | 26 | 33 | 39 | 42 | X | Large Blend |
| MMTMX | MassMutual Select TRP Retirement 2035 M3 | Owns companies we recommend for divestment | 28 | 29 | 44 | 40 | X | Target-Date 2035 |
| MMTOX | MassMutual Select TRP Retirement 2030 M5 | Owns companies we recommend for divestment | 28 | 29 | 44 | 40 | X | Target-Date 2030 |
| MMTPX | MassMutual Select TRP Retirement 2030 M4 | Owns companies we recommend for divestment | 28 | 29 | 44 | 40 | X | Target-Date 2030 |
| MMTQX | MassMutual Select TRP Retirement 2030 M3 | Owns companies we recommend for divestment | 28 | 29 | 44 | 40 | X | Target-Date 2030 |
| MMTRX | MassMutual Select TRP Retirement 2030 I | Owns companies we recommend for divestment | 28 | 29 | 44 | 40 | X | Target-Date 2030 |
| MMTSX | MassMutual RetireSMART by JPM 2050 Svc | Owns companies we recommend for divestment | 72 | 50 | 120 | 59 | X | Target-Date 2050 |
| 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 |
| MMUFX | MFS Utilities A | 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 |
| MMUHX | MFS Utilities R3 | 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 |
| 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 |
| MMVFX | MassMutual Small Company Value R4 | Owns companies we recommend for divestment | 1 | 1 | 1 | 1 | X | Small Value |
| MMVYX | MassMutual Small Company Val Svc | Owns companies we recommend for divestment | 1 | 1 | 1 | 1 | X | Small Value |
| MMWAX | MassMutual RetireSMART by JPM 2055 A | Owns companies we recommend for divestment | 72 | 50 | 120 | 59 | X | Target-Date 2055 |
| MMWBX | MassMutual RetireSMART by JPM 2060 R3 | Owns companies we recommend for divestment | 72 | 50 | 120 | 59 | X | Target-Date 2060 |
| MMWCX | MassMutual RetireSMART by JPM 2060 R4 | Owns companies we recommend for divestment | 72 | 50 | 120 | 59 | X | Target-Date 2060 |
| MMWDX | MassMutual RetireSMART by JPM 2060 A | Owns companies we recommend for divestment | 72 | 50 | 120 | 59 | X | Target-Date 2060 |
| MMWEX | MassMutual RetireSMART by JPM 2055 R4 | Owns companies we recommend for divestment | 72 | 50 | 120 | 59 | X | Target-Date 2055 |
| MMWFX | MassMutual RetireSMART by JPM 2060 Adm | Owns companies we recommend for divestment | 72 | 50 | 120 | 59 | X | Target-Date 2060 |
| MMWGX | MassMutual RetireSMART by JPM 2060 Svc | Owns companies we recommend for divestment | 72 | 50 | 120 | 59 | X | Target-Date 2060 |
| MMWHX | MassMutual RetireSMART by JPM 2060 R5 | Owns companies we recommend for divestment | 72 | 50 | 120 | 59 | X | Target-Date 2060 |
| MMWIX | MassMutual RetireSMART by JPM 2060 I | Owns companies we recommend for divestment | 72 | 50 | 120 | 59 | X | Target-Date 2060 |
| MMWSX | MassMutual RetireSMART by JPM 2055 Svc | Owns companies we recommend for divestment | 72 | 50 | 120 | 59 | X | Target-Date 2055 |
| MMWTX | MassMutual RetireSMART by JPM 2055 R3 | Owns companies we recommend for divestment | 72 | 50 | 120 | 59 | X | Target-Date 2055 |
| MMWUX | MassMutual RetireSMART by JPM 2055 R5 | Owns companies we recommend for divestment | 72 | 50 | 120 | 59 | X | Target-Date 2055 |
| MMWYX | MassMutual RetireSMART by JPM 2055 Adm | Owns companies we recommend for divestment | 72 | 50 | 120 | 59 | X | Target-Date 2055 |
| MMWZX | MassMutual RetireSMART by JPM 2055 I | Owns companies we recommend for divestment | 72 | 50 | 120 | 59 | X | Target-Date 2055 |
| MMXAX | MassMutual RetireSMART by JPM 2035 A | Owns companies we recommend for divestment | 72 | 50 | 120 | 59 | X | Target-Date 2035 |
| MMXNX | MassMutual RetireSMART by JPM 2035 R3 | Owns companies we recommend for divestment | 72 | 50 | 120 | 59 | X | Target-Date 2035 |
| MMXSX | MassMutual RetireSMART by JPM 2035 Svc | Owns companies we recommend for divestment | 72 | 50 | 120 | 59 | X | Target-Date 2035 |
| MMXTX | MassMutual RetireSMART by JPM 2035 R5 | Owns companies we recommend for divestment | 72 | 50 | 120 | 59 | X | Target-Date 2035 |
| MMXUX | MassMutual RetireSMART by JPM 2035 I | Owns companies we recommend for divestment | 72 | 50 | 120 | 59 | X | Target-Date 2035 |
| MMXYX | MassMutual RetireSMART by JPM 2035 Adm | Owns companies we recommend for divestment | 72 | 50 | 120 | 59 | X | Target-Date 2035 |
| MMXZX | MassMutual RetireSMART by JPM 2035 R4 | Owns companies we recommend for divestment | 72 | 50 | 120 | 59 | X | Target-Date 2035 |
| MMYAX | MassMutual Small Company Value A | Owns companies we recommend for divestment | 1 | 1 | 1 | 1 | X | Small Value |
| MMYLX | MassMutual Small Company Val Adm | Owns companies we recommend for divestment | 1 | 1 | 1 | 1 | X | Small Value |
| MMZBX | MassMutual RetireSMART by Jpm 2065 I | Owns companies we recommend for divestment | 72 | 50 | 120 | 59 | X | Target-Date 2065+ |
| MMZCX | MassMutual RetireSMART by Jpm 2065 R5 | Owns companies we recommend for divestment | 72 | 50 | 120 | 59 | X | Target-Date 2065+ |
| MMZDX | MassMutual RetireSMART by Jpm 2065 Svc | Owns companies we recommend for divestment | 72 | 50 | 120 | 59 | X | Target-Date 2065+ |
| MMZEX | MassMutual RetireSMART by Jpm 2065 Adm | Owns companies we recommend for divestment | 72 | 50 | 120 | 59 | X | Target-Date 2065+ |
| MMZFX | MassMutual RetireSMART by Jpm 2065 R4 | Owns companies we recommend for divestment | 72 | 50 | 120 | 59 | X | Target-Date 2065+ |
| MMZGX | MassMutual RetireSMART by Jpm 2065 A | Owns companies we recommend for divestment | 72 | 50 | 120 | 59 | X | Target-Date 2065+ |
| MMZHX | MassMutual RetireSMART by Jpm 2065 R3 | Owns companies we recommend for divestment | 72 | 50 | 120 | 59 | X | Target-Date 2065+ |
| MMZIX | MassMutual Select T. Row Prc Ret 2065 I | Owns companies we recommend for divestment | 28 | 29 | 44 | 40 | X | Target-Date 2065+ |
| MMZJX | MassMutual Select T. Row Prc Ret 2065 M3 | Owns companies we recommend for divestment | 28 | 29 | 44 | 40 | X | Target-Date 2065+ |
| MMZKX | MassMutual Select T. Row Prc Ret 2065 M4 | Owns companies we recommend for divestment | 28 | 29 | 44 | 40 | X | Target-Date 2065+ |
| MMZLX | MassMutual Select T. Row Prc Ret 2065 M5 | Owns companies we recommend for divestment | 28 | 29 | 44 | 40 | X | Target-Date 2065+ |
| MMZMX | MassMutual Blue Chip Growth Y | Owns companies we recommend for divestment | 2 | 4 | 8 | 7 | X | Large Growth |
| MMZOX | MassMutual Equity Opports Y | Owns companies we recommend for divestment | 6 | 3 | 7 | 6 | X | Large Blend |
| MNA | NYLI Merger Arbitrage ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Event Driven |
| MNBAX | Manning & Napier Pro-Blend Extnd Term S | Owns companies we recommend for divestment | 5 | 2 | 8 | 8 | X | Moderate Allocation |
| MNBIX | Manning & Napier Pro-Blend Extnd Term I | Owns companies we recommend for divestment | 5 | 2 | 8 | 8 | X | Moderate Allocation |
| MNBRX | Manning & Napier Pro-Blend Extnd Term R | Owns companies we recommend for divestment | 5 | 2 | 8 | 8 | X | Moderate Allocation |
| MNBWX | Manning & Napier Pro-Blend Extnd Term W | Owns companies we recommend for divestment | 5 | 2 | 8 | 8 | X | Moderate Allocation |
| MNCEX | Mercer Non-US Core Equity Y3 | Owns companies we recommend for divestment | 17 | 7 | 27 | 8 | X | Foreign Large Blend |
| MNCSX | Mercer Non-US Core Equity I | Owns companies we recommend for divestment | 17 | 7 | 27 | 8 | 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 |
| MNDFX | Manning & Napier Disciplined Value I | Owns companies we recommend for divestment | 5 | 3 | 7 | 4 | X | Large Value |
| MNDGX | MFS New Discovery R1 | 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 |
| MNDIX | MFS New Discovery I | 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 |
| MNDRX | MFS New Discovery R2 | Owns companies we recommend for divestment | 1 | 0 | 0 | 2 | X | Small Growth |
| MNECX | Manning & Napier Pro-Blend Extnd Term L | Owns companies we recommend for divestment | 5 | 2 | 8 | 8 | X | Moderate Allocation |
| MNHCX | Manning & Napier Pro-Blend Max Term L | Owns companies we recommend for divestment | 10 | 5 | 16 | 13 | X | Aggressive Allocation |
| MNHIX | Manning & Napier Pro-Blend Max Term I | Owns companies we recommend for divestment | 10 | 5 | 16 | 13 | X | Aggressive Allocation |
| MNHRX | Manning & Napier Pro-Blend Max Term R | Owns companies we recommend for divestment | 10 | 5 | 16 | 13 | X | Aggressive Allocation |
| MNHWX | Manning & Napier Pro-Blend Max Term W | Owns companies we recommend for divestment | 10 | 5 | 16 | 13 | X | Aggressive Allocation |
| MNNAX | Victory Munder Multi-Cap A | Owns companies we recommend for divestment | 2 | 5 | 6 | 6 | X | Large Blend |
| MNNCX | Victory Munder Multi-Cap C | Owns companies we recommend for divestment | 2 | 5 | 6 | 6 | X | Large Blend |
| MNNYX | Victory Munder Multi-Cap Y | Owns companies we recommend for divestment | 2 | 5 | 6 | 6 | X | Large Blend |
| MNOPX | Morgan Stanley Inst International Opp R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | 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 |
| MNRGX | Manor Growth | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 6 | X | Large Blend |
| MNRMX | Manor | Owns companies we recommend for divestment | 2 | 3 | 4 | 3 | X | Large Value |
| MNSQX | Invesco Main Street Small Cap R5 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Small Blend |
| 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 |
| MNVAX | Madison Investors A | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 2 | 4 | X | Large Blend |
| MNVRX | Madison Investors R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 2 | 4 | X | Large Blend |
| MOAT | VanEck Morningstar Wide Moat ETF | Owns companies we recommend for divestment | 2 | 2 | 4 | 8 | X | Large Blend |
| MODL | VictoryShares WestEnd U.S. Sector ETF | Owns companies we recommend for divestment | 5 | 19 | 16 | 16 | X | Large Blend |
| MOEAX | NYLI Growth ETF Allocation Class A | Owns companies we recommend for divestment | 71 | 49 | 121 | 58 | X | Moderately Aggressive Allocation |
| MOECX | NYLI Growth ETF Allocation Class C | Owns companies we recommend for divestment | 71 | 49 | 121 | 58 | X | Moderately Aggressive Allocation |
| MOEIX | NYLI Growth ETF Allocation Class I | Owns companies we recommend for divestment | 71 | 49 | 121 | 58 | X | Moderately Aggressive Allocation |
| MOERX | NYLI Growth ETF Allocation Class R3 | Owns companies we recommend for divestment | 71 | 49 | 121 | 58 | X | Moderately Aggressive Allocation |
| MOEVX | NYLI Growth ETF Allocation SIMPLE Class | Owns companies we recommend for divestment | 71 | 49 | 121 | 58 | X | Moderately Aggressive Allocation |
| MOGAX | MassMutual 60/40 Allocation A | Owns companies we recommend for divestment | 73 | 51 | 125 | 60 | X | Moderate Allocation |
| MOGLX | Gabelli Media Mogul | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Communications |
| MOINX | NYLI WMC Small Companies Investor Class | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Blend |
| MOJAX | Donoghue Forlines Momentum A | Owns companies we recommend for divestment | 0 | 1 | 2 | 1 | X | Tactical Allocation |
| MOJCX | Donoghue Forlines Momentum C | Owns companies we recommend for divestment | 0 | 1 | 2 | 1 | X | Tactical Allocation |
| MOJOX | Donoghue Forlines Momentum I | Owns companies we recommend for divestment | 0 | 1 | 2 | 1 | X | Tactical Allocation |
| MONTX | Monetta | Owns companies we recommend for divestment | 4 | 5 | 9 | 9 | X | Large Growth |
| MOO | VanEck Agribusiness ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 1 | X | Natural Resources |
| MOOPX | Mercator International Opportunity A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Foreign Small/Mid Growth |
| MOORX | MassMutual Small Cap Opps R4 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Small Blend |
| MOPAX | NYLI WMC Small Companies Class A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Blend |
| MOPBX | NYLI WMC Enduring Capital Class B | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 1 | X | Large 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 |
| MOPPX | Mercator International Opportunity Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Foreign Small/Mid Growth |
| MORT | VanEck Mortgage REIT Income ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| MOSAX | MassMutual Overseas A | 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 |
| MOSLX | MassMutual Overseas Adm | Owns companies we recommend for divestment | 3 | 1 | 7 | 4 | X | Foreign Large Blend |
| MOSNX | MassMutual Overseas R3 | Owns companies we recommend for divestment | 3 | 1 | 7 | 4 | X | Foreign Large Blend |
| 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 |
| MOSZX | MassMutual Overseas I | Owns companies we recommend for divestment | 3 | 1 | 7 | 4 | X | Foreign Large Blend |
| MOTBX | NYLI WMC Small Companies Class B | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Blend |
| MOTE | VanEck Morningstar ESG Moat ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 7 | V | Large Blend |
| MOTG | VanEck Morningstar Glb Wd Mt ETF | Owns companies we recommend for divestment | 3 | 0 | 4 | 5 | X | Global Large-Stock Blend |
| MOTI | VanEck Morningstar Intl Moat ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Large Value |
| MOTO | SmartETFs Smart Trans & Tch ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 4 | 1 | V | Global Large-Stock Blend |
| 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 |
| 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 |
| 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 |
| MPASX | MassMutual Strat Emerg Mkts A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| MPAY | Akros Monthly Payout ETF | Owns companies we recommend for divestment | 2 | 4 | 7 | 6 | X | Moderate Allocation |
| MPCKX | BlackRock Sustainable Em Mkts Eq K | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Diversified Emerging Mkts |
| MPDGX | MassMutual Disciplined Gr R4 | Owns companies we recommend for divestment | 1 | 4 | 6 | 6 | X | Large Growth |
| MPDIX | MassMutual Disciplined Gr I | Owns companies we recommend for divestment | 1 | 4 | 6 | 6 | X | Large Growth |
| MPDRX | MassMutual Disciplined Gr R3 | Owns companies we recommend for divestment | 1 | 4 | 6 | 6 | X | Large Growth |
| MPEGX | Morgan Stanley Inst Discovery I | Owns companies we recommend for divestment | 1 | 0 | 1 | 1 | X | Mid-Cap Growth |
| MPEMX | Mondrian Emerging Markets Value Equity | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| MPEYX | MassMutual Strat Emerg Mkts Svc | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| MPGAX | MassMutual Disciplined Gr A | Owns companies we recommend for divestment | 1 | 4 | 6 | 6 | X | Large Growth |
| MPGFX | Mairs & Power Growth | Owns companies we recommend for divestment | 1 | 4 | 3 | 5 | X | Large Blend |
| MPGLX | MassMutual Disciplined Gr Adm | Owns companies we recommend for divestment | 1 | 4 | 6 | 6 | X | Large Growth |
| MPGSX | MassMutual Disciplined Gr R5 | Owns companies we recommend for divestment | 1 | 4 | 6 | 6 | X | Large Growth |
| MPGVX | Mondrian Global Equity Value | Owns companies we recommend for divestment | 1 | 3 | 7 | 3 | X | Global Large-Stock Value |
| MPIEX | Mondrian International Value Equity | Owns companies we recommend for divestment | 1 | 0 | 3 | 1 | X | Foreign Large Value |
| MPILX | MassMutual Disciplined Value Adm | Owns companies we recommend for divestment | 6 | 8 | 12 | 8 | X | Large Value |
| MPINX | MassMutual Disciplined Value R3 | Owns companies we recommend for divestment | 6 | 8 | 12 | 8 | X | Large Value |
| MPIRX | MassMutual Disciplined Value R4 | Owns companies we recommend for divestment | 6 | 8 | 12 | 8 | X | Large Value |
| MPISX | BNY Mellon Income Stock M | Owns companies we recommend for divestment | 1 | 3 | 4 | 5 | X | Large Value |
| MPITX | BNY Mellon International M | Owns companies we recommend for divestment | 2 | 0 | 4 | 0 | X | Foreign Large Value |
| MPIVX | MassMutual Disciplined Value I | Owns companies we recommend for divestment | 6 | 8 | 12 | 8 | X | Large Value |
| MPLAX | Praxis International Index A | Owns companies we recommend for divestment | 4 | 5 | 12 | 8 | V | Foreign Large Blend |
| MPLIX | Praxis International Index I | Owns companies we recommend for divestment | 4 | 5 | 12 | 8 | V | Foreign Large Blend |
| MPLSX | MassMutual Strat Emerg Mkts Adm | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| MPMCX | BNY Mellon Mid Cap Multi-Strategy M | Owns companies we recommend for divestment | 10 | 11 | 11 | 14 | X | Mid-Cap Blend |
| MPRSX | MassMutual Strat Emerg Mkts R4 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| MPSIX | Principal MidCap S&P 400 Index Inst | Owns companies we recommend for divestment | 4 | 8 | 6 | 10 | X | Mid-Cap Blend |
| MPSMX | MassMutual Strat Emerg Mkts R5 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| MPSSX | BNY Mellon Small Cap Multi-Strategy M | Owns companies we recommend for divestment | 2 | 3 | 1 | 5 | X | Small Growth |
| MPZRX | MassMutual Strat Emerg Mkts R3 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| MPZSX | MassMutual Strat Emerg Mkts I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| MQGIX | MFS International Growth I | Owns companies we recommend for divestment | 2 | 2 | 2 | 1 | X | Foreign Large Growth |
| MQIFX | Franklin Mutual Quest Z | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 0 | X | Global Allocation |
| MRAEX | Meridian Hedged Equity A | Owns companies we recommend for divestment | 1 | 5 | 5 | 5 | X | Equity Hedged |
| MRAGX | Meridian Growth A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| MRASX | Cromwell CenterSquare Real Estate Inst | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| MRBVX | BlackRock Large Cap Focus Value R | Owns companies we recommend for divestment | 3 | 3 | 6 | 4 | X | Large Value |
| MRCEX | Meridian Hedged Equity C | Owns companies we recommend for divestment | 1 | 5 | 5 | 5 | X | Equity Hedged |
| MRCGX | Meridian Growth C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| MRDVX | BlackRock Equity Dividend R | Owns companies we recommend for divestment | 5 | 5 | 8 | 8 | X | Large Value |
| MREFX | BlackRock EuroFund R | Owns companies we recommend for divestment | 1 | 0 | 1 | 3 | X | Europe Stock |
| MREGX | BlackRock Unconstrained Equity R | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 3 | X | Global Large-Stock Growth |
| MRERX | MFS Core Equity R2 | Owns companies we recommend for divestment | 7 | 4 | 10 | 12 | X | Large Blend |
| MRESX | Cromwell CenterSquare Real Estate Inv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| MRFAX | MassMutual RetireSMART by JPM 2040 A | Owns companies we recommend for divestment | 72 | 50 | 120 | 59 | X | Target-Date 2040 |
| MRFGX | BlackRock Capital Appreciation R | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 3 | X | Large Growth |
| MRFIX | MFS Research I | Owns companies we recommend for divestment | 5 | 3 | 9 | 10 | X | Large Blend |
| MRFOX | Marshfield Concentrated Opportunity | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Large Blend |
| MRFTX | MassMutual RetireSMART by JPM 2040 R5 | Owns companies we recommend for divestment | 72 | 50 | 120 | 59 | X | Target-Date 2040 |
| MRFUX | MassMutual RetireSMART by JPM 2040 I | Owns companies we recommend for divestment | 72 | 50 | 120 | 59 | X | Target-Date 2040 |
| MRFYX | MassMutual RetireSMART by JPM 2040 Adm | Owns companies we recommend for divestment | 72 | 50 | 120 | 59 | X | Target-Date 2040 |
| MRFZX | MassMutual RetireSMART by JPM 2040 R4 | Owns companies we recommend for divestment | 72 | 50 | 120 | 59 | X | Target-Date 2040 |
| MRGAX | MFS Core Equity A | Owns companies we recommend for divestment | 7 | 4 | 10 | 12 | X | Large Blend |
| MRGBX | MFS Core Equity B | Owns companies we recommend for divestment | 7 | 4 | 10 | 12 | X | Large Blend |
| MRGCX | MFS Core Equity C | Owns companies we recommend for divestment | 7 | 4 | 10 | 12 | X | Large Blend |
| MRGEX | Morgan Stanley Inst Emerging Mkts IR | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| MRGGX | MFS Core Equity R1 | Owns companies we recommend for divestment | 7 | 4 | 10 | 12 | X | Large Blend |
| MRGHX | MFS Core Equity R3 | Owns companies we recommend for divestment | 7 | 4 | 10 | 12 | X | Large Blend |
| MRGJX | MFS Core Equity R4 | Owns companies we recommend for divestment | 7 | 4 | 10 | 12 | X | Large Blend |
| MRGKX | MFS Core Equity R6 | Owns companies we recommend for divestment | 7 | 4 | 10 | 12 | X | Large Blend |
| MRGLX | MassMutual 80/20 Allocation Admin | Owns companies we recommend for divestment | 73 | 51 | 125 | 60 | X | Moderately Aggressive Allocation |
| MRGRX | MFS Core Equity I | Owns companies we recommend for divestment | 7 | 4 | 10 | 12 | X | Large Blend |
| MRGSX | BlackRock Advantage Global R | Owns companies we recommend for divestment | 5 | 6 | 12 | 11 | X | Global Large-Stock Blend |
| MRGUX | MassMutual 80/20 Allocation I | Owns companies we recommend for divestment | 73 | 51 | 125 | 60 | X | Moderately Aggressive Allocation |
| MRGVX | MassMutual 80/20 Allocation R3 | Owns companies we recommend for divestment | 73 | 51 | 125 | 60 | X | Moderately Aggressive Allocation |
| MRGYX | MassMutual 80/20 Allocation Svc | Owns companies we recommend for divestment | 73 | 51 | 125 | 60 | X | Moderately Aggressive Allocation |
| MRGZX | MassMutual 80/20 Allocation R4 | Owns companies we recommend for divestment | 73 | 51 | 125 | 60 | X | Moderately Aggressive Allocation |
| 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 |
| MRIEX | Meridian Hedged Equity Investor | Owns companies we recommend for divestment | 1 | 5 | 5 | 5 | X | Equity Hedged |
| MRIGX | Meridian Growth Investor | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| MRIMX | Victory Integrity Mid-Cap Value R6 | Owns companies we recommend for divestment | 2 | 2 | 4 | 3 | X | Mid-Cap Value |
| MRLIX | AMG Renaissance Large Cap Growth Z | Owns companies we recommend for divestment | 2 | 4 | 5 | 7 | X | Large Growth |
| MRLOX | BlackRock Global Allocation R | Owns companies we recommend for divestment | 13 | 14 | 23 | 15 | X | Global Allocation |
| MRLRX | BlackRock Advantage Large Cap Core R | Owns companies we recommend for divestment | 5 | 9 | 11 | 9 | X | Large Blend |
| MRLSX | AMG Renaissance Large Cap Growth I | Owns companies we recommend for divestment | 2 | 4 | 5 | 7 | X | Large Growth |
| MRLTX | AMG Renaissance Large Cap Growth N | Owns companies we recommend for divestment | 2 | 4 | 5 | 7 | X | Large Growth |
| MRLVX | BlackRock Advantage Large Cap Val R | Owns companies we recommend for divestment | 10 | 15 | 15 | 14 | X | Large Value |
| MRNPX | Morgan Stanley Inst International Opp IR | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Large Growth |
| MROTX | MassMutual 60/40 Allocation R3 | Owns companies we recommend for divestment | 73 | 51 | 125 | 60 | X | Moderate Allocation |
| MROUX | MassMutual 60/40 Allocation I | Owns companies we recommend for divestment | 73 | 51 | 125 | 60 | X | Moderate Allocation |
| MROYX | MassMutual 60/40 Allocation Svc | Owns companies we recommend for divestment | 73 | 51 | 125 | 60 | X | Moderate Allocation |
| MROZX | MassMutual 60/40 Allocation R4 | Owns companies we recommend for divestment | 73 | 51 | 125 | 60 | X | Moderate Allocation |
| MRPCX | BlackRock Sustainable Em Mkts Eq R | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Diversified Emerging Mkts |
| MRRAX | MassMutual 80/20 Allocation A | Owns companies we recommend for divestment | 73 | 51 | 125 | 60 | X | Moderately Aggressive Allocation |
| MRRFX | BlackRock Mid-Cap Value R | Owns companies we recommend for divestment | 4 | 4 | 3 | 4 | X | Mid-Cap Value |
| MRRGX | Meridian Growth Institutional | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| MRRSX | MassMutual 80/20 Allocation R5 | Owns companies we recommend for divestment | 73 | 51 | 125 | 60 | X | Moderately Aggressive Allocation |
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| MRSLX | MassMutual 60/40 Allocation Admin | Owns companies we recommend for divestment | 73 | 51 | 125 | 60 | X | Moderate Allocation |
| MRSPX | BlackRock Advantage SMID Cap R | Owns companies we recommend for divestment | 3 | 4 | 5 | 6 | X | Small 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 |
| MRSSX | MassMutual 60/40 Allocation R5 | Owns companies we recommend for divestment | 73 | 51 | 125 | 60 | X | Moderate Allocation |
| 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 |
| MRVSX | Victory Integrity Small-Cap Value R | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 3 | 1 | X | Small Value |
| 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 |
| MRYAX | MassMutual RetireSMART by JPM 2030 A | Owns companies we recommend for divestment | 72 | 50 | 120 | 59 | X | Target-Date 2030 |
| MRYNX | MassMutual RetireSMART by JPM 2030 R3 | Owns companies we recommend for divestment | 72 | 50 | 120 | 59 | X | Target-Date 2030 |
| MRYSX | MassMutual RetireSMART by JPM 2030 Svc | Owns companies we recommend for divestment | 72 | 50 | 120 | 59 | X | Target-Date 2030 |
| MRYTX | MassMutual RetireSMART by JPM 2030 R5 | Owns companies we recommend for divestment | 72 | 50 | 120 | 59 | X | Target-Date 2030 |
| MRYUX | MassMutual RetireSMART by JPM 2030 I | Owns companies we recommend for divestment | 72 | 50 | 120 | 59 | X | Target-Date 2030 |
| MRYYX | MassMutual RetireSMART by JPM 2030 Adm | Owns companies we recommend for divestment | 72 | 50 | 120 | 59 | X | Target-Date 2030 |
| MRYZX | MassMutual RetireSMART by JPM 2030 R4 | Owns companies we recommend for divestment | 72 | 50 | 120 | 59 | X | Target-Date 2030 |
| MSAAX | Morgan Stanley Inst Passport ovrs eq C | Owns companies we recommend for divestment | 2 | 1 | 4 | 2 | X | Foreign Large Blend |
| MSACX | Morgan Stanley Inst Passport ovrs eq I | Owns companies we recommend for divestment | 2 | 1 | 4 | 2 | X | Foreign Large Blend |
| 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 |
| MSAQX | Morgan Stanley Inst Asia Opp I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Pacific/Asia ex-Japan Stk |
| 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 |
| MSAYX | Morgan Stanley Inst Asia Opp R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Pacific/Asia ex-Japan Stk |
| MSAZX | Invesco Main Street All Cap R5 | Owns companies we recommend for divestment | 1 | 3 | 5 | 5 | X | Large Blend |
| MSBQX | Morgan Stanley American Resilience R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 5 | X | Large Blend |
| MSBVX | Morgan Stanley American Resilience I | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 5 | X | Large Blend |
| MSBWX | Morgan Stanley American Resilience C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 5 | X | Large Blend |
| MSCDX | MassMutual Small Cap Opps R5 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Small Blend |
| MSCFX | Mairs & Power Small Cap | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Small Blend |
| MSCGX | Mercer US Small/Mid Cap Equity Y3 | Owns companies we recommend for divestment | 9 | 10 | 5 | 13 | X | Small Blend |
| MSCIX | Madison Small Cap I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Blend |
| MSCLX | MassMutual Small Cap Opps Adm | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Small Blend |
| MSCMX | Morgan Stanley Insight C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Large Growth |
| MSCOX | Morgan Stanley Inst Inception C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| MSCQX | Mercer US Small/Mid Cap Equity I | Owns companies we recommend for divestment | 9 | 10 | 5 | 13 | X | Small Blend |
| MSCRX | Madison Small Cap R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Blend |
| MSCUX | Morgan Stanley American Resilience A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 5 | X | Large Blend |
| MSCYX | MassMutual Small Cap Gr Eq Svc | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Small 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 |
| 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 |
| 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 |
| 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 |
| MSDMX | Morgan Stanley Emerging Mkt ex China R6 | 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 |
| MSDQX | Morgan Stanley Emerging Mkt ex China A | 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 |
| MSDVX | BlackRock Equity Dividend Svc | Owns companies we recommend for divestment | 5 | 5 | 8 | 8 | X | Large Value |
| 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 |
| 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 |
| MSEFX | iMGP Global Select Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 2 | 5 | X | Global Large-Stock Blend |
| 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 |
| MSEIX | AMG Veritas Asia Pacific I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Pacific/Asia ex-Japan Stk |
| MSEJX | MM Equity Asset I | Owns companies we recommend for divestment | 5 | 9 | 12 | 12 | X | Large Blend |
| MSELX | Morgan Stanley Inst Emerging Mkts L | 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 |
| 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 |
| MSERX | MassMutual Small Cap Growth Eq R4 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Small Growth |
| MSFAX | Morgan Stanley Inst Global Franchise I | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 6 | X | Global Large-Stock Blend |
| MSFBX | Morgan Stanley Inst Global Franchise A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 6 | X | Global Large-Stock Blend |
| MSFEX | Morgan Stanley Inst Next Gen Em Mkts C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| MSFFX | MFS Total Return R1 | Owns companies we recommend for divestment | 5 | 4 | 8 | 5 | X | Moderate Allocation |
| MSFHX | MFS Total Return R3 | Owns companies we recommend for divestment | 5 | 4 | 8 | 5 | X | Moderate Allocation |
| MSFJX | MFS Total Return R4 | Owns companies we recommend for divestment | 5 | 4 | 8 | 5 | X | Moderate Allocation |
| MSFKX | MFS Total Return R6 | Owns companies we recommend for divestment | 5 | 4 | 8 | 5 | X | Moderate Allocation |
| MSFLX | Morgan Stanley Inst Global Franchise L | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 6 | X | Global Large-Stock Blend |
| MSFRX | MFS Total Return A | Owns companies we recommend for divestment | 5 | 4 | 8 | 5 | X | Moderate Allocation |
| 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 |
| MSGFX | Morgan Stanley Inst Global Franchise C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 6 | X | Global Large-Stock Blend |
| MSGGX | Meridian Small Cap Growth Legacy | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| MSGLX | MassMutual Small Cap Gr Eq Adm | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Small Growth |
| MSGNX | MassMutual Small Cap Gr Eq R3 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Small Growth |
| MSGQX | Morgan Stanley Inst Global Stars C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 5 | X | Global Large-Stock Blend |
| MSGRX | Meridian Small Cap Growth Institutional | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| MSGSX | MassMutual Small Cap Gr Eq R5 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Small 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 |
| MSGZX | MassMutual Small Cap Gr Eq I | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Small 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 |
| MSHMX | Morgan Stanley Inst Permanence I | Owns companies we recommend for divestment | 3 | 3 | 2 | 4 | X | Large Growth |
| 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 |
| MSHPX | Morgan Stanley Inst Permanence R6 | Owns companies we recommend for divestment | 3 | 3 | 2 | 4 | X | 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 |
| MSIBX | Morgan Stanley Inst Passport ovrs eq A | Owns companies we recommend for divestment | 2 | 1 | 4 | 2 | X | Foreign Large Blend |
| MSIGX | Invesco Main Street A | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 4 | 5 | X | Large Blend |
| MSILX | iMGP Intl Instl | Owns companies we recommend for divestment | 1 | 0 | 2 | 0 | 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 |
| MSIWX | Morgan Stanley Inst EMkts Ldrs IR | 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 |
| MSJFX | Invesco Main Street R5 | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 4 | 5 | X | Large Blend |
| 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 |
| MSKLX | Morgan Stanley Inst Discovery L | Owns companies we recommend for divestment | 1 | 0 | 1 | 1 | X | Mid-Cap Growth |
| MSLC | Morgan Stanley Pathway Large Cap Eq ETF | Owns companies we recommend for divestment | 23 | 28 | 34 | 38 | X | Large Blend |
| MSLLX | Morgan Stanley Inst Passport ovrs eq L | Owns companies we recommend for divestment | 2 | 1 | 4 | 2 | X | Foreign Large Blend |
| MSMFX | Morgan Stanley Inst Discovery C | Owns companies we recommend for divestment | 1 | 0 | 1 | 1 | X | Mid-Cap Growth |
| MSMIX | NYLI WMC Value Investor Class | Owns companies we recommend for divestment | 3 | 4 | 5 | 3 | X | Large Value |
| MSMJX | Invesco Main Street Mid Cap R5 | Owns companies we recommend for divestment | 2 | 3 | 2 | 4 | X | Mid-Cap Blend |
| MSMLX | Matthews EM Sm Coms Inv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| MSOAX | NYLI WMC Enduring Capital Class A | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 1 | X | Large Blend |
| MSOCX | Morgan Stanley Inst International Opp C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Large Growth |
| MSOIX | NYLI WMC Enduring Capital Class I | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 1 | X | Large Blend |
| MSOOX | MassMutual Small Cap Opps I | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Small Blend |
| 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 |
| MSPIX | NYLI S&P 500 Index Class I | Owns companies we recommend for divestment | 18 | 20 | 28 | 26 | X | Large Blend |
| 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 |
| 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 |
| 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 |
| MSRFX | Morgan Stanley Inst Next Gen Em Mkts R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| MSRRX | MFS Research R2 | Owns companies we recommend for divestment | 5 | 3 | 9 | 10 | X | Large Blend |
| MSSCX | AMG Frontier Small Cap Growth I | Owns companies we recommend for divestment | 2 | 0 | 0 | 2 | X | Small Growth |
| MSSGX | Morgan Stanley Inst Inception I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| MSSIX | Victory Trivalent International Sm-Cp R6 | Owns companies we recommend for divestment | 3 | 2 | 1 | 0 | X | Foreign Small/Mid Blend |
| MSSLX | Morgan Stanley Inst Inception L | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| MSSM | Morgan Stanley Pathway Sm-Md Cp Eq ETF | Owns companies we recommend for divestment | 14 | 18 | 14 | 21 | X | Mid-Cap Blend |
| MSSMX | Morgan Stanley Inst Inception A | Owns no companies in our database | 0 | 0 | 0 | 0 | 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 |
| MSTFX | Morningstar International Equity | Owns companies we recommend for divestment | 7 | 2 | 15 | 6 | X | Foreign Large Blend |
| MSTQX | Morningstar US Equity | Owns companies we recommend for divestment | 8 | 10 | 18 | 17 | X | Large Blend |
| MSTU | T-REX 2X Long MSTR Daily Target ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Trading--Leveraged Equity |
| MSVDX | Morgan Stanley Vitality Portfolio I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Health |
| MSVEX | Morgan Stanley Vitality Portfolio A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | 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 |
| MSVMX | Morgan Stanley Vitality Portfolio C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Health |
| MSVNX | MassMutual Small Company Val R3 | Owns companies we recommend for divestment | 1 | 1 | 1 | 1 | X | Small Value |
| MSVOX | Morgan Stanley Vitality Portfolio R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Health |
| MSVSX | MassMutual Small Company Val R5 | Owns companies we recommend for divestment | 1 | 1 | 1 | 1 | X | Small Value |
| MSVVX | Mesirow Small Company Investor | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 2 | X | Small Blend |
| MSVYX | MassMutual Small Cap Opps Svc | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Small Blend |
| MSVZX | MassMutual Small Company Val I | Owns companies we recommend for divestment | 1 | 1 | 1 | 1 | X | Small Value |
| MSXAX | NYLI S&P 500 Index Class A | Owns companies we recommend for divestment | 18 | 20 | 28 | 26 | X | Large Blend |
| MSXMX | NYLI S&P 500 Index SIMPLE Class | Owns companies we recommend for divestment | 18 | 20 | 28 | 26 | X | Large Blend |
| MTCAX | MFS Technology A | Owns companies we recommend for divestment | 1 | 2 | 8 | 7 | X | Technology |
| MTCBX | MFS Technology B | Owns companies we recommend for divestment | 1 | 2 | 8 | 7 | X | Technology |
| MTCCX | MFS Technology C | Owns companies we recommend for divestment | 1 | 2 | 8 | 7 | X | Technology |
| MTCHX | MFS Technology R3 | Owns companies we recommend for divestment | 1 | 2 | 8 | 7 | X | Technology |
| MTCIX | MFS Technology I | Owns companies we recommend for divestment | 1 | 2 | 8 | 7 | X | Technology |
| MTCJX | MFS Technology R4 | Owns companies we recommend for divestment | 1 | 2 | 8 | 7 | X | Technology |
| MTCKX | MFS Technology R1 | Owns companies we recommend for divestment | 1 | 2 | 8 | 7 | X | Technology |
| MTCLX | MFS Technology R6 | Owns companies we recommend for divestment | 1 | 2 | 8 | 7 | X | Technology |
| MTERX | MFS Technology R2 | Owns companies we recommend for divestment | 1 | 2 | 8 | 7 | X | Technology |
| MTINX | NYLI Income Builder Investor Class | Owns companies we recommend for divestment | 6 | 5 | 11 | 8 | X | Global Allocation |
| MTISX | NYLI Income Builder SIMPLE Class | Owns companies we recommend for divestment | 6 | 5 | 11 | 8 | X | Global Allocation |
| MTODX | NYLI Income Builder Class R6 | Owns companies we recommend for divestment | 6 | 5 | 11 | 8 | X | Global Allocation |
| MTOIX | NYLI Income Builder Class I | Owns companies we recommend for divestment | 6 | 5 | 11 | 8 | X | Global Allocation |
| MTRAX | NYLI Income Builder Class A | Owns companies we recommend for divestment | 6 | 5 | 11 | 8 | X | Global Allocation |
| MTRBX | MFS Total Return B | Owns companies we recommend for divestment | 5 | 4 | 8 | 5 | X | Moderate Allocation |
| MTRCX | MFS Total Return C | Owns companies we recommend for divestment | 5 | 4 | 8 | 5 | X | Moderate Allocation |
| MTRIX | MFS Total Return I | Owns companies we recommend for divestment | 5 | 4 | 8 | 5 | X | Moderate Allocation |
| MTRRX | MFS Total Return R2 | Owns companies we recommend for divestment | 5 | 4 | 8 | 5 | X | Moderate Allocation |
| MTUM | iShares MSCI USA Momentum Factor ETF | Owns companies we recommend for divestment | 7 | 6 | 5 | 8 | X | Large Blend |
| MUBFX | NYLI WMC Value Class I | Owns companies we recommend for divestment | 3 | 4 | 5 | 3 | X | Large Value |
| MUEAX | MFS Blended Research Core Equity A | Owns companies we recommend for divestment | 5 | 7 | 11 | 11 | X | Large Blend |
| MUECX | MFS Blended Research Core Equity C | Owns companies we recommend for divestment | 5 | 7 | 11 | 11 | X | Large Blend |
| MUERX | MFS Blended Research Core Equity R1 | Owns companies we recommend for divestment | 5 | 7 | 11 | 11 | X | Large Blend |
| MUESX | MFS Blended Research Core Equity R2 | Owns companies we recommend for divestment | 5 | 7 | 11 | 11 | X | Large Blend |
| MUETX | MFS Blended Research Core Equity R3 | Owns companies we recommend for divestment | 5 | 7 | 11 | 11 | X | Large Blend |
| MUEUX | MFS Blended Research Core Equity R4 | Owns companies we recommend for divestment | 5 | 7 | 11 | 11 | X | Large Blend |
| MUEVX | MFS Blended Research Core Equity R6 | Owns companies we recommend for divestment | 5 | 7 | 11 | 11 | X | Large Blend |
| MUHLX | Muhlenkamp | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 1 | X | Large Value |
| MUIFX | Nationwide Institutional Service | Owns companies we recommend for divestment | 4 | 5 | 9 | 8 | X | Large Blend |
| MUIGX | Nationwide BNY Mellon Dyn US Core R6 | Owns companies we recommend for divestment | 18 | 20 | 28 | 26 | X | Large Blend |
| MUNDX | Mundoval | Owns companies we recommend for divestment | 4 | 5 | 6 | 9 | X | Global Large-Stock Growth |
| MUOAX | Morgan Stanley Instl US Core A | Owns companies we recommend for divestment | 2 | 5 | 4 | 3 | X | Large Blend |
| MUOCX | Morgan Stanley Instl US Core C | Owns companies we recommend for divestment | 2 | 5 | 4 | 3 | X | Large Blend |
| MUOIX | Morgan Stanley Instl US Core I | Owns companies we recommend for divestment | 2 | 5 | 4 | 3 | X | Large Blend |
| MUOSX | Morgan Stanley Instl US Core R6 | Owns companies we recommend for divestment | 2 | 5 | 4 | 3 | X | Large Blend |
| MURIX | MoA Clear Passage 2030 Fund | Owns companies we recommend for divestment | 36 | 40 | 70 | 51 | X | Target-Date 2030 |
| MURJX | MoA Clear Passage 2035 Fund | Owns companies we recommend for divestment | 36 | 40 | 70 | 51 | X | Target-Date 2035 |
| MURLX | MoA Clear Passage 2040 Fund | Owns companies we recommend for divestment | 36 | 40 | 70 | 51 | X | Target-Date 2040 |
| MURMX | MoA Clear Passage 2045 Fund | Owns companies we recommend for divestment | 36 | 40 | 70 | 51 | X | Target-Date 2045 |
| MURNX | MoA Clear Passage 2050 Fund | Owns companies we recommend for divestment | 36 | 40 | 70 | 51 | X | Target-Date 2050 |
| MUROX | MoA Clear Passage 2055 Fund | Owns companies we recommend for divestment | 36 | 40 | 70 | 51 | X | Target-Date 2055 |
| MURPX | MoA Clear Passage 2060 Fund | Owns companies we recommend for divestment | 36 | 40 | 70 | 51 | X | Target-Date 2060 |
| MURQX | MoA Clear Passage 2065 Fund | Owns companies we recommend for divestment | 36 | 40 | 70 | 51 | X | Target-Date 2065+ |
| MURRX | MFS Utilities R2 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Utilities |
| MUSBX | MFS Blended Research Core Equity B | Owns companies we recommend for divestment | 5 | 7 | 11 | 11 | X | Large Blend |
| MUSEX | MFS Blended Research Core Equity I | Owns companies we recommend for divestment | 5 | 7 | 11 | 11 | X | Large Blend |
| MUSQ | MUSQ Global Music Industry Idx ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 3 | 2 | X | Miscellaneous Sector |
| MUTHX | Franklin Mutual Shares Z | Owns companies we recommend for divestment | 2 | 3 | 3 | 2 | X | Aggressive Allocation |
| MUXAX | Victory S&P 500 Index A | Owns companies we recommend for divestment | 18 | 20 | 28 | 26 | X | Large Blend |
| MUXRX | Victory S&P 500 Index R | Owns companies we recommend for divestment | 18 | 20 | 28 | 26 | X | Large Blend |
| MUXYX | Victory S&P 500 Index Y | Owns companies we recommend for divestment | 18 | 20 | 28 | 26 | X | Large Blend |
| MVAL | VanEck Morningstar Wide Moat Value ETF | Owns companies we recommend for divestment | 2 | 0 | 3 | 3 | X | Large Value |
| MVALX | Meridian Contrarian Legacy | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Small Blend |
| MVCAX | MFS Mid Cap Value A | Owns companies we recommend for divestment | 8 | 2 | 3 | 7 | X | Mid-Cap Value |
| MVCCX | MFS Mid Cap Value C | Owns companies we recommend for divestment | 8 | 2 | 3 | 7 | X | Mid-Cap Value |
| MVCGX | MFS Mid Cap Value R1 | Owns companies we recommend for divestment | 8 | 2 | 3 | 7 | X | Mid-Cap Value |
| 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 |
| MVEIX | Monteagle Select Value I | Owns companies we recommend for divestment | 2 | 2 | 1 | 2 | X | Mid-Cap Value |
| MVFD | Monarch Volume Factor Dividend Tree ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Moderate Allocation |
| MVGAX | MFS Low Volatility Global Equity A | Owns companies we recommend for divestment | 4 | 5 | 4 | 6 | X | Global Large-Stock Blend |
| MVGBX | MFS Low Volatility Global Equity B | Owns companies we recommend for divestment | 4 | 5 | 4 | 6 | X | Global Large-Stock Blend |
| MVGCX | MFS Low Volatility Global Equity C | Owns companies we recommend for divestment | 4 | 5 | 4 | 6 | X | Global Large-Stock Blend |
| MVGIX | MFS Low Volatility Global Equity I | Owns companies we recommend for divestment | 4 | 5 | 4 | 6 | X | Global Large-Stock Blend |
| MVGJX | MFS Low Volatility Global Equity R1 | Owns companies we recommend for divestment | 4 | 5 | 4 | 6 | X | Global Large-Stock Blend |
| MVGKX | MFS Low Volatility Global Equity R2 | Owns companies we recommend for divestment | 4 | 5 | 4 | 6 | X | Global Large-Stock Blend |
| MVGLX | MFS Low Volatility Global Equity R3 | Owns companies we recommend for divestment | 4 | 5 | 4 | 6 | X | Global Large-Stock Blend |
| MVGMX | MFS Low Volatility Global Equity R4 | Owns companies we recommend for divestment | 4 | 5 | 4 | 6 | X | Global Large-Stock Blend |
| MVGNX | MFS Low Volatility Global Equity R6 | Owns companies we recommend for divestment | 4 | 5 | 4 | 6 | X | Global Large-Stock Blend |
| MVIAX | Praxis Value Index A | Owns companies we recommend for divestment | 3 | 13 | 8 | 11 | V | Large Value |
| MVIIX | Praxis Value Index I | Owns companies we recommend for divestment | 3 | 13 | 8 | 11 | V | Large Value |
| MVISX | Patient Opportunity IS | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 5 | 3 | X | Mid-Cap Value |
| 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 |
| MVPS | Amplify Thematic All-Stars ETF | Owns companies we recommend for divestment | 3 | 2 | 10 | 9 | X | Technology |
| MVRRX | MFS Value R2 | Owns companies we recommend for divestment | 5 | 2 | 6 | 5 | X | Large Value |
| MVSIX | Mar Vista Strategic Growth Institutional | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 5 | X | Large Growth |
| MVSNX | Mar Vista Strategic Growth Investor | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 5 | X | Large Growth |
| MVSRX | Mar Vista Strategic Growth Retirement | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 5 | X | Large Growth |
| MVSSX | Victory Integrity Small-Cap Value R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 3 | 1 | X | Small 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 |
| 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 |
| MVV | ProShares Ultra MidCap400 | Owns companies we recommend for divestment | 4 | 8 | 6 | 10 | X | Trading--Leveraged Equity |
| MWEBX | MFS Global Equity B | Owns companies we recommend for divestment | 1 | 2 | 2 | 8 | X | Global Large-Stock Blend |
| MWECX | MFS Global Equity C | Owns companies we recommend for divestment | 1 | 2 | 2 | 8 | X | Global Large-Stock Blend |
| MWEFX | MFS Global Equity A | Owns companies we recommend for divestment | 1 | 2 | 2 | 8 | X | Global Large-Stock Blend |
| MWEGX | MFS Global Equity R1 | Owns companies we recommend for divestment | 1 | 2 | 2 | 8 | X | Global Large-Stock Blend |
| MWEHX | MFS Global Equity R3 | Owns companies we recommend for divestment | 1 | 2 | 2 | 8 | X | Global Large-Stock Blend |
| MWEIX | MFS Global Equity I | Owns companies we recommend for divestment | 1 | 2 | 2 | 8 | X | Global Large-Stock Blend |
| MWELX | MFS Global Equity R4 | Owns companies we recommend for divestment | 1 | 2 | 2 | 8 | X | Global Large-Stock Blend |
| MWEMX | MFS Global Equity R6 | Owns companies we recommend for divestment | 1 | 2 | 2 | 8 | X | Global Large-Stock Blend |
| MWFAX | NYLI Equity ETF Allocation Class A | Owns companies we recommend for divestment | 71 | 49 | 121 | 58 | X | Aggressive Allocation |
| MWFCX | NYLI Equity ETF Allocation Class C | Owns companies we recommend for divestment | 71 | 49 | 121 | 58 | X | Aggressive Allocation |
| MWFIX | NYLI Equity ETF Allocation Class I | Owns companies we recommend for divestment | 71 | 49 | 121 | 58 | X | Aggressive Allocation |
| MWFQX | NYLI Equity ETF Allocation Class R3 | Owns companies we recommend for divestment | 71 | 49 | 121 | 58 | X | Aggressive Allocation |
| MWFVX | NYLI Equity ETF Allocation SIMPLE Class | Owns companies we recommend for divestment | 71 | 49 | 121 | 58 | X | Aggressive Allocation |
| MWMIX | VanEck Morningstar Wide Moat I | Owns companies we recommend for divestment | 3 | 2 | 5 | 9 | X | Large Blend |
| MWMZX | VanEck Morningstar Wide Moat Z | Owns companies we recommend for divestment | 3 | 2 | 5 | 9 | X | Large Blend |
| MWNIX | MFS International New Discovery I | Owns companies we recommend for divestment | 1 | 1 | 1 | 0 | X | Foreign Small/Mid Growth |
| MWOBX | MFS Global Growth B | Owns companies we recommend for divestment | 1 | 2 | 1 | 8 | X | Global Large-Stock Growth |
| MWOCX | MFS Global Growth C | Owns companies we recommend for divestment | 1 | 2 | 1 | 8 | X | Global Large-Stock Growth |
| MWOFX | MFS Global Growth A | Owns companies we recommend for divestment | 1 | 2 | 1 | 8 | X | Global Large-Stock Growth |
| MWOGX | MFS Global Growth R1 | Owns companies we recommend for divestment | 1 | 2 | 1 | 8 | X | Global Large-Stock Growth |
| MWOHX | MFS Global Growth R3 | Owns companies we recommend for divestment | 1 | 2 | 1 | 8 | X | Global Large-Stock Growth |
| MWOIX | MFS Global Growth I | Owns companies we recommend for divestment | 1 | 2 | 1 | 8 | X | Global Large-Stock Growth |
| MWOJX | MFS Global Growth R4 | Owns companies we recommend for divestment | 1 | 2 | 1 | 8 | X | Global Large-Stock Growth |
| MWOKX | MFS Global Growth R6 | Owns companies we recommend for divestment | 1 | 2 | 1 | 8 | X | Global Large-Stock Growth |
| MXATX | Empower Lifetime 2030 Inv | Owns companies we recommend for divestment | 45 | 42 | 76 | 55 | X | Target-Date 2030 |
| MXAUX | Empower Lifetime 2030 Svc | Owns companies we recommend for divestment | 45 | 42 | 76 | 55 | X | Target-Date 2030 |
| MXAYX | Empower Lifetime 2030 Instl | Owns companies we recommend for divestment | 45 | 42 | 76 | 55 | X | Target-Date 2030 |
| MXBDX | Empower Lifetime 2040 Inv | Owns companies we recommend for divestment | 45 | 42 | 76 | 55 | X | Target-Date 2040 |
| MXBEX | Empower Lifetime 2040 Svc | Owns companies we recommend for divestment | 45 | 42 | 76 | 55 | X | Target-Date 2040 |
| MXBGX | Empower Lifetime 2040 Instl | Owns companies we recommend for divestment | 45 | 42 | 76 | 55 | X | Target-Date 2040 |
| MXBOX | Empower Lifetime 2050 Inv | Owns companies we recommend for divestment | 45 | 42 | 76 | 55 | X | Target-Date 2050 |
| MXBQX | Empower Lifetime 2050 Svc | Owns companies we recommend for divestment | 45 | 42 | 76 | 55 | X | Target-Date 2050 |
| MXBSX | Empower Lifetime 2050 Instl | Owns companies we recommend for divestment | 45 | 42 | 76 | 55 | X | Target-Date 2050 |
| MXBUX | Empower S&P Mid Cap 400® Index L | Owns companies we recommend for divestment | 4 | 8 | 6 | 10 | X | Mid-Cap Blend |
| MXCAX | BlackRock Emerging Markets Ex-Chn Inv A | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| MXCCX | Federated Hermes Max-Cap Index C | Owns companies we recommend for divestment | 17 | 20 | 28 | 25 | X | Large Blend |
| MXEBX | Empower Core Strategies US Eq Instl | Owns companies we recommend for divestment | 18 | 21 | 28 | 27 | X | Large Blend |
| MXECX | Empower Core Strategies Intl Eq Instl | Owns companies we recommend for divestment | 17 | 9 | 27 | 10 | X | Foreign Large Blend |
| 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 |
| MXEQX | Empower Large Cap Value Inv | Owns companies we recommend for divestment | 7 | 8 | 12 | 9 | X | Large Value |
| MXERX | Empower S&P SmallCap 600® Index Instl | Owns companies we recommend for divestment | 4 | 5 | 6 | 6 | X | Small Blend |
| MXETX | Empower Core Strategies US Eq Inv | Owns companies we recommend for divestment | 18 | 21 | 28 | 27 | X | Large Blend |
| MXEVX | Empower Core Strategies Intl Eq Inv | Owns companies we recommend for divestment | 17 | 9 | 27 | 10 | X | Foreign Large Blend |
| MXGNX | Empower Lifetime 2060 Inv | Owns companies we recommend for divestment | 45 | 42 | 76 | 55 | X | Target-Date 2060 |
| MXGQX | Empower Lifetime 2060 Svc | Owns companies we recommend for divestment | 45 | 42 | 76 | 55 | X | Target-Date 2060 |
| MXGSX | Empower Large Cap Growth Instl | Owns companies we recommend for divestment | 1 | 6 | 8 | 7 | X | Large Growth |
| MXGUX | Empower Lifetime 2060 Instl | Owns companies we recommend for divestment | 45 | 42 | 76 | 55 | X | Target-Date 2060 |
| MXHAX | Empower Large Cap Value Inv II | Owns companies we recommend for divestment | 7 | 8 | 12 | 9 | X | Large Value |
| MXHTX | Empower International Growth Instl | Owns companies we recommend for divestment | 2 | 1 | 3 | 2 | X | Foreign Large Growth |
| MXI | iShares Global Materials ETF | Owns companies we recommend for divestment | 2 | 0 | 2 | 0 | X | Natural Resources |
| MXIGX | Empower International Growth Inv | Owns companies we recommend for divestment | 2 | 1 | 3 | 2 | X | Foreign Large Growth |
| MXINX | Empower International Index Inv | Owns companies we recommend for divestment | 13 | 6 | 24 | 10 | X | Foreign Large Blend |
| MXISX | Empower S&P SmallCap 600® Index Inv | Owns companies we recommend for divestment | 4 | 5 | 6 | 6 | X | Small Blend |
| MXIVX | Empower International Value Inv | Owns companies we recommend for divestment | 5 | 3 | 11 | 3 | X | Foreign Large Value |
| MXJVX | Empower International Value Instl | Owns companies we recommend for divestment | 5 | 3 | 11 | 3 | X | Foreign Large Value |
| MXKJX | Empower Mid Cap Value Instl | Owns companies we recommend for divestment | 6 | 5 | 6 | 7 | X | Mid-Cap Value |
| MXKLX | Empower Lifetime 2035 Inv | Owns companies we recommend for divestment | 45 | 42 | 76 | 55 | X | Target-Date 2035 |
| MXKWX | Empower S&P 500® Index Institutional | Owns companies we recommend for divestment | 18 | 20 | 28 | 26 | X | Large Blend |
| MXLGX | Empower Large Cap Growth Inv | Owns companies we recommend for divestment | 1 | 6 | 8 | 7 | X | Large Growth |
| MXLLX | Empower Lifetime 2035 Svc | Owns companies we recommend for divestment | 45 | 42 | 76 | 55 | X | Target-Date 2035 |
| MXLSX | Empower Small Cap Value Inv | Owns companies we recommend for divestment | 1 | 4 | 1 | 4 | X | Small Value |
| MXMDX | Empower S&P Mid Cap 400® Index Inv | Owns companies we recommend for divestment | 4 | 8 | 6 | 10 | X | Mid-Cap Blend |
| MXMGX | Empower T. Rowe Price Mid Cp Gr Inv | Owns companies we recommend for divestment | 1 | 2 | 1 | 3 | X | Mid-Cap 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 |
| MXMVX | Empower Mid Cap Value Inv | Owns companies we recommend for divestment | 6 | 5 | 6 | 7 | X | Mid-Cap Value |
| MXNSX | Empower S&P SmallCap 600® Index L | Owns companies we recommend for divestment | 4 | 5 | 6 | 6 | X | Small Blend |
| MXNZX | Empower S&P Mid Cap 400® Index Instl | Owns companies we recommend for divestment | 4 | 8 | 6 | 10 | X | Mid-Cap Blend |
| MXPBX | Empower International Index Instl | Owns companies we recommend for divestment | 13 | 6 | 24 | 10 | X | Foreign Large Blend |
| MXQLX | Empower Lifetime 2045 Inv | Owns companies we recommend for divestment | 45 | 42 | 76 | 55 | X | Target-Date 2045 |
| MXREX | Empower Real Estate Index Inv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| MXRLX | Empower Lifetime 2045 Svc | Owns companies we recommend for divestment | 45 | 42 | 76 | 55 | X | Target-Date 2045 |
| MXSFX | Empower Real Estate Index Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| MXTBX | Empower Lifetime 2035 Instl | Owns companies we recommend for divestment | 45 | 42 | 76 | 55 | X | Target-Date 2035 |
| MXTFX | Empower Small Cap Value Instl | Owns companies we recommend for divestment | 1 | 4 | 1 | 4 | X | Small Value |
| MXVHX | Empower Large Cap Value Instl | Owns companies we recommend for divestment | 7 | 8 | 12 | 9 | X | Large Value |
| MXVIX | Empower S&P 500® Index Investor | Owns companies we recommend for divestment | 18 | 20 | 28 | 26 | X | Large Blend |
| MXWEX | Empower Lifetime 2045 Instl | Owns companies we recommend for divestment | 45 | 42 | 76 | 55 | X | Target-Date 2045 |
| MXWLX | Empower Lifetime 2055 Inv | Owns companies we recommend for divestment | 45 | 42 | 76 | 55 | X | Target-Date 2055 |
| MXXIX | Marsico Midcap Growth Focus Fund | Owns companies we recommend for divestment | 2 | 0 | 3 | 2 | X | Mid-Cap Growth |
| MXXLX | Empower Lifetime 2055 Svc | Owns companies we recommend for divestment | 45 | 42 | 76 | 55 | X | Target-Date 2055 |
| MXXVX | Matthew 25 | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 1 | X | Large Blend |
| MXYKX | Empower T. Rowe Price Mid Cp Gr Instl | Owns companies we recommend for divestment | 1 | 2 | 1 | 3 | X | Mid-Cap Growth |
| MXZHX | Empower Lifetime 2055 Instl | Owns companies we recommend for divestment | 45 | 42 | 76 | 55 | X | Target-Date 2055 |
| MYICX | NYLI WMC International Research Eq Cl C | Owns companies we recommend for divestment | 2 | 2 | 4 | 3 | X | Foreign Large Blend |
| MYIEX | MassMutual International Eq Svc | Owns companies we recommend for divestment | 3 | 3 | 8 | 1 | X | Foreign Large Blend |
| MYIIX | NYLI WMC International Research Eq Cl I | Owns companies we recommend for divestment | 2 | 2 | 4 | 3 | X | Foreign Large Blend |
| MYIMX | Victory Integrity Mid-Cap Value Y | Owns companies we recommend for divestment | 2 | 2 | 4 | 3 | X | Mid-Cap Value |
| MYINX | NYLI WMC International Rsrch Eq Inv Cl | Owns companies we recommend for divestment | 2 | 2 | 4 | 3 | X | Foreign Large Blend |
| MYISX | Victory Integrity Small/Mid-Cap Value Y | Owns companies we recommend for divestment | 1 | 1 | 4 | 2 | X | Small Value |
| MYITX | NYLI WMC International Research Eq Cl A | Owns companies we recommend for divestment | 2 | 2 | 4 | 3 | X | Foreign Large Blend |
| 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 |
| MYSIX | Victory Trivalent International Sm-Cp Y | Owns companies we recommend for divestment | 3 | 2 | 1 | 0 | X | Foreign Small/Mid Blend |
| MYSPX | NYLI S&P 500 Index Investor Class | Owns companies we recommend for divestment | 18 | 20 | 28 | 26 | X | Large Blend |
| NACP | Impact Shares NAACP Minority Empwrmt ETF | Owns companies we recommend for divestment | 9 | 11 | 17 | 16 | V | Large Blend |
| 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 |
| NAESX | Vanguard Small Cap Index Inv | Owns companies we recommend for divestment | 12 | 15 | 10 | 20 | X | Small Blend |
| NAIGX | Nuveen International Value A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 1 | X | Foreign Large Value |
| NAIL | Direxion Daily Hmbldrs&Supls Bull 3X ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Trading--Leveraged Equity |
| NAINX | Virtus Tactical Allocation A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 3 | 3 | X | Moderate Allocation |
| 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 |
| NAMAX | Columbia Select Mid Cap Value Instl | 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 |
| NANC | Unusual Whales Subversive Dem Trd ETF | Owns companies we recommend for divestment | 4 | 12 | 11 | 12 | X | Large Blend |
| NANR | SPDR S&P® North American Natural Res ETF | Owns companies we recommend for divestment | 2 | 1 | 3 | 0 | X | Natural Resources |
| NAPIX | Voya Multi-Manager International Sm Cp I | Owns companies we recommend for divestment | 4 | 4 | 3 | 1 | X | Foreign Small/Mid Blend |
| NARCX | Voya Multi-Manager International Sm Cp C | Owns companies we recommend for divestment | 4 | 4 | 3 | 1 | X | Foreign Small/Mid Blend |
| NASDX | Shelton Nasdaq-100 Index Investor | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 8 | 4 | X | Large Growth |
| NATO | Themes Transatlantic Defense ETF | Owns companies we recommend for divestment | 16 | 2 | 13 | 14 | X | Industrials |
| NAWCX | Voya Global High Dividend Low Vol C | Owns companies we recommend for divestment | 7 | 3 | 10 | 7 | X | Global Large-Stock Value |
| NAWGX | Voya Global High Dividend Low Vol A | Owns companies we recommend for divestment | 7 | 3 | 10 | 7 | X | Global Large-Stock Value |
| NAWIX | Voya Global High Dividend Low Vol I | Owns companies we recommend for divestment | 7 | 3 | 10 | 7 | X | Global Large-Stock Value |
| NBARX | American Funds Retire Inc Port-Mod A | Owns companies we recommend for divestment | 21 | 20 | 28 | 27 | X | Moderate Allocation |
| NBCC | Neuberger Brmn Nxt Gnrtn Cnnctd Cnsm ETF | Owns companies we recommend for divestment | 1 | 2 | 3 | 1 | X | Consumer Cyclical |
| NBCE | Neuberger Berman China Equity ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
| NBCR | Neuberger Berman Core Equity ETF | Owns companies we recommend for divestment | 7 | 9 | 13 | 15 | X | Large Blend |
| NBCRX | American Funds Retire Inc Port-Mod C | Owns companies we recommend for divestment | 21 | 20 | 28 | 27 | X | Moderate Allocation |
| NBDS | Neuberger Berman Disrupters ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 2 | X | Technology |
| NBET | Neuberger Berman Engy Trnstn & InfrasETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | V | Global Small/Mid Stock |
| NBFAX | Neuberger Berman Focus Adv | Owns companies we recommend for divestment | 1 | 2 | 4 | 8 | X | Global Large-Stock Growth |
| NBFCX | Neuberger Berman Focus Trust | Owns companies we recommend for divestment | 1 | 2 | 4 | 8 | X | Global Large-Stock Growth |
| NBGAX | Neuberger Berman Genesis Adv | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Small Growth |
| NBGEX | Neuberger Berman Genesis Tr | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Small Growth |
| NBGIX | Neuberger Berman Genesis Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Small Growth |
| NBGNX | Neuberger Berman Genesis Inv | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Small Growth |
| NBGTX | Neuberger Berman Large Cap Growth Tr | Owns companies we recommend for divestment | 1 | 5 | 4 | 6 | X | Large Growth |
| NBGUX | Neuberger Berman Large Cap Growth Adv | Owns companies we recommend for divestment | 1 | 5 | 4 | 6 | X | Large Growth |
| NBHAX | Neuberger Berman Equity Income A | Owns companies we recommend for divestment | 3 | 2 | 5 | 4 | X | Large Value |
| NBHCX | Neuberger Berman Equity Income C | Owns companies we recommend for divestment | 3 | 2 | 5 | 4 | X | Large Value |
| NBHEX | Neuberger Berman Equity Income E | Owns companies we recommend for divestment | 3 | 2 | 5 | 4 | X | Large Value |
| NBHIX | Neuberger Berman Equity Income I | Owns companies we recommend for divestment | 3 | 2 | 5 | 4 | X | Large Value |
| NBHRX | Neuberger Berman Equity Income R3 | Owns companies we recommend for divestment | 3 | 2 | 5 | 4 | X | Large Value |
| NBIIX | Neuberger Berman International Eq I | Owns companies we recommend for divestment | 2 | 0 | 5 | 1 | X | Foreign Large Blend |
| NBJP | Nbg Bm Japan Equity ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 3 | 1 | X | Japan Stock |
| NBMBX | Neuberger Berman Mid Cap Growth Adv | Owns companies we recommend for divestment | 3 | 1 | 1 | 3 | X | Mid-Cap Growth |
| NBMIX | Neuberger Berman Small Cap Growth Inv | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 2 | X | Small Growth |
| NBMLX | Neuberger Berman Mid Cap Growth Inst | Owns companies we recommend for divestment | 3 | 1 | 1 | 3 | X | Mid-Cap Growth |
| NBMOX | Neuberger Berman Small Cap Growth Tr | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 2 | X | Small Growth |
| NBMRX | Neuberger Berman M/C Intrinsic Val R6 | Owns companies we recommend for divestment | 5 | 1 | 4 | 5 | X | Mid-Cap Value |
| NBMTX | Neuberger Berman Mid Cap Growth Tr | Owns companies we recommend for divestment | 3 | 1 | 1 | 3 | X | Mid-Cap Growth |
| NBMVX | Neuberger Berman Small Cap Growth Adv | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 2 | X | Small Growth |
| NBNAX | Neuberger Berman International Sel A | Owns companies we recommend for divestment | 2 | 0 | 5 | 1 | X | Foreign Large Blend |
| NBNCX | Neuberger Berman International Sel C | Owns companies we recommend for divestment | 2 | 0 | 5 | 1 | X | Foreign Large Blend |
| NBNGX | Sit Mid Cap Growth | Owns companies we recommend for divestment | 3 | 2 | 1 | 4 | X | Mid-Cap Growth |
| NBNRX | Neuberger Berman International Sel R3 | Owns companies we recommend for divestment | 2 | 0 | 5 | 1 | X | Foreign Large Blend |
| NBPBX | Neuberger Berman Large Cap Value Adv | Owns companies we recommend for divestment | 4 | 6 | 9 | 6 | X | Large Value |
| NBPIX | Neuberger Berman Large Cap Value Instl | Owns companies we recommend for divestment | 4 | 6 | 9 | 6 | X | Large Value |
| NBPTX | Neuberger Berman Large Cap Value Tr | Owns companies we recommend for divestment | 4 | 6 | 9 | 6 | X | Large 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 |
| NBREX | Neuberger Berman M/C Intrinsic Val Tr | Owns companies we recommend for divestment | 5 | 1 | 4 | 5 | X | Mid-Cap Value |
| NBRFX | Neuberger Berman Real Estate Tr | 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 |
| NBRRX | Neuberger Berman M/C Intrinsic Val R3 | 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 |
| NBSLX | Neuberger Berman Sustainable Equity I | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 2 | 3 | V | Large Blend |
| NBSM | Neuberger Berman Small-Mid Cap ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Mid-Cap Growth |
| NBSMX | Neuberger Berman Small Cap Growth Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 2 | X | Small Growth |
| NBSRX | Neuberger Berman Sustainable Equity Inv | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 2 | 3 | V | Large Blend |
| NBSSX | Neuberger Berman Focus Investor | Owns companies we recommend for divestment | 1 | 2 | 4 | 8 | X | Global Large-Stock Growth |
| NBSTX | Neuberger Berman Sustainable Equity Tr | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 2 | 3 | V | Large Blend |
| 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 |
| NCBVX | PGIM Quant Solutions Mid-Cap Val C | Owns companies we recommend for divestment | 5 | 3 | 3 | 5 | X | Mid-Cap Value |
| NCEGX | The North Country Large Cap Equity Fund | Owns companies we recommend for divestment | 2 | 6 | 6 | 5 | X | Large Blend |
| NCGFX | New Covenant Growth | Owns companies we recommend for divestment | 10 | 29 | 27 | 30 | X | Large Blend |
| NCIGX | Nuveen International Value C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 1 | X | Foreign Large Value |
| NCLEX | Nicholas Limited Edition I | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Small Growth |
| NCTWX | Nicholas II I | Owns companies we recommend for divestment | 2 | 0 | 1 | 3 | X | Mid-Cap Growth |
| 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 |
| NDAAX | Nationwide Inv Dest Agrsv A | Owns companies we recommend for divestment | 46 | 44 | 82 | 57 | X | Aggressive Allocation |
| NDARX | American Funds Retire Inc Port-Enh A | Owns companies we recommend for divestment | 22 | 22 | 30 | 28 | X | Moderate Allocation |
| NDASX | Nationwide Inv Dest Agrsv Svc | Owns companies we recommend for divestment | 46 | 44 | 82 | 57 | X | Aggressive Allocation |
| NDCRX | American Funds Retire Inc Port-Enh C | Owns companies we recommend for divestment | 22 | 22 | 30 | 28 | X | Moderate Allocation |
| NDGAX | Neuberger Berman Dividend Growth A | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 0 | 2 | X | Large Blend |
| NDGCX | Neuberger Berman Dividend Growth C | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 0 | 2 | X | Large Blend |
| NDGIX | Neuberger Berman Dividend Growth I | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 0 | 2 | X | Large Blend |
| 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 |
| NDIV | Amplify Natural Resources Div Inc ETF | Owns companies we recommend for divestment | 2 | 0 | 4 | 0 | X | Natural Resources |
| NDMAX | Nationwide Inv Dest Mod Agrsv A | Owns companies we recommend for divestment | 46 | 44 | 82 | 57 | X | Moderately Aggressive Allocation |
| NDMSX | Nationwide Inv Dest Mod Agrsv Svc | Owns companies we recommend for divestment | 46 | 44 | 82 | 57 | X | Moderately Aggressive Allocation |
| 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 |
| NDVG | Nuveen Dividend Growth ETF | Owns companies we recommend for divestment | 3 | 5 | 4 | 4 | X | Large Blend |
| 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 |
| NDXKX | Shelton Nasdaq-100 Index K | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 8 | 4 | X | Large Growth |
| NEAGX | Needham Aggressive Growth Retail | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| NEAIX | Needham Aggressive Growth Institutional | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
| NEAMX | Neiman Large Cap Value A | Owns companies we recommend for divestment | 3 | 3 | 6 | 4 | X | Large Value |
| NECCX | Natixis US Equity Opportunities C | Owns companies we recommend for divestment | 1 | 5 | 7 | 7 | X | Large Blend |
| NECOX | Natixis Oakmark C | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 5 | X | Large Value |
| NEEGX | Needham Growth Retail | Owns companies we recommend for divestment | 2 | 0 | 4 | 3 | X | Mid-Cap Growth |
| NEEIX | Needham Growth Institutional | Owns companies we recommend for divestment | 2 | 0 | 4 | 3 | X | Mid-Cap Growth |
| NEFFX | American Funds New Economy F2 | Owns companies we recommend for divestment | 6 | 8 | 12 | 13 | X | Global Large-Stock Growth |
| NEFJX | Natixis Vaughan Nelson Small Cap Value A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 0 | X | Small Blend |
| NEFOX | Natixis Oakmark A | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 5 | X | Large Value |
| NEFSX | Natixis US Equity Opportunities A | Owns companies we recommend for divestment | 1 | 5 | 7 | 7 | X | Large Blend |
| NEIAX | Columbia Large Cap Index A | Owns companies we recommend for divestment | 18 | 20 | 28 | 26 | X | Large Blend |
| NEIMX | Neiman Large Cap Value No-Load | Owns companies we recommend for divestment | 3 | 3 | 6 | 4 | X | Large Value |
| NEJCX | Natixis Vaughan Nelson Small Cap Value C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 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 | 1 | 0 | X | Small Blend |
| NELAX | Nuveen Equity Long/Short A | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 5 | 4 | X | Long-Short Equity |
| NELCX | Nuveen Equity Long/Short C | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 5 | 4 | X | Long-Short Equity |
| NELIX | Nuveen Equity Long/Short I | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 5 | 4 | X | Long-Short Equity |
| NEMAX | Neuberger Berman Emerg Mkts Eq A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| NEMCX | Neuberger Berman Emerg Mkts Eq C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| NEMIX | Neuberger Berman Emerg Mkts Eq I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| NEMRX | Neuberger Berman Emerg Mkts Eq R3 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
| NEOYX | Natixis Oakmark Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 5 | X | Large Value |
| NEQAX | Neuberger Berman U.S. Equity Impact A | Owns companies we recommend for divestment | 1 | 1 | 1 | 3 | V | Mid-Cap Blend |
| NEQCX | Neuberger Berman U.S. Equity Impact C | Owns companies we recommend for divestment | 1 | 1 | 1 | 3 | V | Mid-Cap Blend |
| NEQIX | Neuberger Berman U.S. Equity Impact I | Owns companies we recommend for divestment | 1 | 1 | 1 | 3 | V | Mid-Cap Blend |
| NERD | Roundhill Video Games ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Communications |
| NESGX | Needham Small Cap Growth Retail | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Blend |
| NESIX | Needham Small Cap Growth Institutional | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Blend |
| NESNX | Natixis US Equity Opportunities N | Owns companies we recommend for divestment | 1 | 5 | 7 | 7 | X | Large Blend |
| NESYX | Natixis US Equity Opportunities Y | Owns companies we recommend for divestment | 1 | 5 | 7 | 7 | X | Large Blend |
| NETL | Fundamental Income Net Lease Rl Estt ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
| NETZ | TCW Transform Systems ETF | Owns companies we recommend for divestment | 3 | 1 | 4 | 3 | V | Large Blend |
| NEWCX | American Funds New World C | Owns companies we recommend for divestment | 11 | 6 | 18 | 10 | X | Diversified Emerging Mkts |
| NEWFX | American Funds New World A | Owns companies we recommend for divestment | 11 | 6 | 18 | 10 | X | Diversified Emerging Mkts |
| NEWZ | StockSnips AI-Powered Sen US ALL Cp ETF | Owns companies we recommend for divestment | 1 | 3 | 1 | 3 | X | Mid-Cap Blend |
| NEXIX | Shelton Sustainable Equity Institutional | Owns companies we recommend for divestment | 2 | 1 | 2 | 3 | V | Mid-Cap Growth |
| NEXTX | Shelton Sustainable Equity Investor | Owns companies we recommend for divestment | 2 | 1 | 2 | 3 | V | Mid-Cap Growth |
| NFAAX | Neuberger Berman Focus A | Owns companies we recommend for divestment | 1 | 2 | 4 | 8 | X | Global Large-Stock Growth |
| NFACX | Neuberger Berman Focus C | Owns companies we recommend for divestment | 1 | 2 | 4 | 8 | X | Global Large-Stock Growth |
| NFALX | Neuberger Berman Focus I | Owns companies we recommend for divestment | 1 | 2 | 4 | 8 | X | Global Large-Stock Growth |
| NFEAX | Columbia Large Cap Growth Opp A | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 6 | X | Large Growth |
| NFEDX | Columbia Large Cap Growth Opp S | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 6 | X | Large Growth |
| NFEPX | Columbia Large Cap Growth Opp Inst | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 6 | X | Large Growth |
| NFFFX | American Funds New World F2 | Owns companies we recommend for divestment | 11 | 6 | 18 | 10 | X | Diversified Emerging Mkts |
| NFJEX | Virtus NFJ Dividend Value Inst | Owns companies we recommend for divestment | 2 | 2 | 3 | 5 | X | Large Value |
| NFRA | FlexShares STOXX Global Broad Infras ETF | Owns companies we recommend for divestment | 2 | 3 | 0 | 3 | X | Infrastructure |
| NGCAX | Columbia Greater China A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
| NGDAX | Neuberger Berman Large Cap Growth A | Owns companies we recommend for divestment | 1 | 5 | 4 | 6 | X | Large Growth |
| NGDCX | Neuberger Berman Large Cap Growth C | Owns companies we recommend for divestment | 1 | 5 | 4 | 6 | X | Large Growth |
| NGDLX | Neuberger Berman Large Cap Growth Inst | Owns companies we recommend for divestment | 1 | 5 | 4 | 6 | X | Large Growth |
| NGDRX | Neuberger Berman Large Cap Growth R3 | Owns companies we recommend for divestment | 1 | 5 | 4 | 6 | X | Large Growth |
| NGISX | Nationwide BNY Mellon Dyn US Core I.S | Owns companies we recommend for divestment | 18 | 20 | 28 | 26 | X | Large Blend |
| NGJAX | Nuveen Global Real Estate Securities A | |
