| IYVYX | Delaware Ivy Value Y | Owns companies we recommend for divestment | 2 | 4 | 4 | 5 | X | Large Value |
| RRMGX | T. Rowe Price Mid-Cap Growth R | Owns companies we recommend for divestment | 3 | 1 | 1 | 5 | X | Mid-Cap Growth |
| TSCWX | TIAA-CREF Quant Small-Cap Equity W | Owns companies we recommend for divestment | 3 | 2 | 3 | 3 | X | Small Blend |
| TCSEX | TIAA-CREF Quant Small-Cap Equity Retail | Owns companies we recommend for divestment | 3 | 2 | 3 | 3 | X | Small Blend |
| TRSEX | TIAA-CREF Quant Small-Cap Equity Ret | Owns companies we recommend for divestment | 3 | 2 | 3 | 3 | X | Small Blend |
| TSRPX | TIAA-CREF Quant Small-Cap Equity Premier | Owns companies we recommend for divestment | 3 | 2 | 3 | 3 | X | Small Blend |
| TISEX | TIAA-CREF Quant Small-Cap Equity Instl | Owns companies we recommend for divestment | 3 | 2 | 3 | 3 | X | Small Blend |
| TSCHX | TIAA-CREF Quant Small-Cap Equity Advisor | Owns companies we recommend for divestment | 3 | 2 | 3 | 3 | X | Small Blend |
| XLK | Technology Select Sector SPDR® ETF | Owns companies we recommend for divestment | 3 | 2 | 8 | 6 | X | Technology |
| TRTZX | T. Rowe Price Mid-Cap Value Z | Owns companies we recommend for divestment | 3 | 4 | 4 | 4 | X | Mid-Cap Value |
| RRMVX | T. Rowe Price Mid-Cap Value R | Owns companies we recommend for divestment | 3 | 4 | 4 | 4 | X | Mid-Cap Value |
| TRMIX | T. Rowe Price Mid-Cap Value I | Owns companies we recommend for divestment | 3 | 4 | 4 | 4 | X | Mid-Cap Value |
| TAMVX | T. Rowe Price Mid-Cap Value Adv | Owns companies we recommend for divestment | 3 | 4 | 4 | 4 | X | Mid-Cap Value |
| TRMCX | T. Rowe Price Mid-Cap Value | Owns companies we recommend for divestment | 3 | 4 | 4 | 4 | X | Mid-Cap Value |
| TRQZX | T. Rowe Price Mid-Cap Growth Z | Owns companies we recommend for divestment | 3 | 1 | 1 | 5 | X | Mid-Cap Growth |
| RPTIX | T. Rowe Price Mid-Cap Growth I | Owns companies we recommend for divestment | 3 | 1 | 1 | 5 | X | Mid-Cap Growth |
| TSONX | TIAA-CREF Social Choice Intl Eq Instl | Owns companies we recommend for divestment | 3 | 1 | 12 | 4 | V | Foreign Large Blend |
| PAMCX | T. Rowe Price Mid-Cap Growth Adv | Owns companies we recommend for divestment | 3 | 1 | 1 | 5 | X | Mid-Cap Growth |
| RPMGX | T. Rowe Price Mid-Cap Growth | Owns companies we recommend for divestment | 3 | 1 | 1 | 5 | X | Mid-Cap Growth |
| PMEGX | T. Rowe Price Instl Mid-Cap Equity Gr | Owns companies we recommend for divestment | 3 | 1 | 1 | 5 | X | Mid-Cap Growth |
| RGGIX | T. Rowe Price Global Growth Stock I | Owns companies we recommend for divestment | 3 | 8 | 5 | 13 | X | Global Large-Stock Growth |
| PAGLX | T. Rowe Price Global Growth Stock Adv | Owns companies we recommend for divestment | 3 | 8 | 5 | 13 | X | Global Large-Stock Growth |
| RPGEX | T. Rowe Price Global Growth Stock | Owns companies we recommend for divestment | 3 | 8 | 5 | 13 | X | Global Large-Stock Growth |
| PNAIX | T. Rowe Price All-Cap Opportunities-I | Owns companies we recommend for divestment | 3 | 4 | 5 | 8 | X | Large Growth |
| PAWAX | T. Rowe Price All-Cap Opportunities-Adv | Owns companies we recommend for divestment | 3 | 4 | 5 | 8 | X | Large Growth |
| PRWAX | T. Rowe Price All-Cap Opportunities Fund | Owns companies we recommend for divestment | 3 | 4 | 5 | 8 | X | Large Growth |
| SSQSX | State Street Instl Small-Cap Equity Svc | Owns companies we recommend for divestment | 3 | 3 | 1 | 4 | X | Small Blend |
| SIVIX | State Street Instl Small-Cap Equity Inv | Owns companies we recommend for divestment | 3 | 3 | 1 | 4 | X | Small Blend |
| SLYV | SPDR® S&P 600 Small Cap Value ETF | Owns companies we recommend for divestment | 3 | 3 | 3 | 5 | X | Small Value |
| SLY | SPDR® S&P 600 Small Cap ETF | Owns companies we recommend for divestment | 3 | 3 | 3 | 6 | X | Small Blend |
| EFIV | SPDR® S&P 500® ESG ETF | Owns companies we recommend for divestment | 3 | 15 | 13 | 18 | V | Large Blend |
| TSOHX | TIAA-CREF Social Choice Intl Eq Advisor | Owns companies we recommend for divestment | 3 | 1 | 12 | 4 | V | Foreign Large Blend |
| TSOPX | TIAA-CREF Social Choice Intl Eq Prmr | Owns companies we recommend for divestment | 3 | 1 | 12 | 4 | V | Foreign Large Blend |
| DIA | SPDR® Dow Jones Industrial Avrg ETF Tr | Owns companies we recommend for divestment | 3 | 4 | 6 | 4 | X | Large Value |
| VSMSX | Vanguard S&P Small-Cap 600 Index I | Owns companies we recommend for divestment | 3 | 3 | 3 | 6 | X | Small Blend |
| MAICX | Victory Trivalent Intl Fd-Core Eq A | Owns companies we recommend for divestment | 3 | 5 | 6 | 3 | X | Foreign Large Blend |
| RCEYX | Victory RS Large Cap Alpha Y | Owns companies we recommend for divestment | 3 | 2 | 3 | 5 | X | Large Value |
| RCEKX | Victory RS Large Cap Alpha R | Owns companies we recommend for divestment | 3 | 2 | 3 | 5 | X | Large Value |
| RCOCX | Victory RS Large Cap Alpha C | Owns companies we recommend for divestment | 3 | 2 | 3 | 5 | X | Large Value |
| GPAFX | Victory RS Large Cap Alpha A | Owns companies we recommend for divestment | 3 | 2 | 3 | 5 | X | Large Value |
| VFQY | Vanguard US Quality Factor ETF | Owns companies we recommend for divestment | 3 | 8 | 11 | 6 | X | Mid-Cap Blend |
| VTSIX | Vanguard Tax-Managed Small Cap I | Owns companies we recommend for divestment | 3 | 3 | 3 | 6 | X | Small Blend |
| VTMSX | Vanguard Tax-Managed Small Cap Adm | Owns companies we recommend for divestment | 3 | 3 | 3 | 6 | X | Small Blend |
| VBK | Vanguard Small-Cap Growth ETF | Owns companies we recommend for divestment | 3 | 3 | 4 | 4 | X | Small Growth |
| VISGX | Vanguard Small Cap Growth Index Inv | Owns companies we recommend for divestment | 3 | 3 | 4 | 4 | X | Small Growth |
| VSGIX | Vanguard Small Cap Growth Index I | Owns companies we recommend for divestment | 3 | 3 | 4 | 4 | X | Small Growth |
| VSGAX | Vanguard Small Cap Growth Index Admiral | Owns companies we recommend for divestment | 3 | 3 | 4 | 4 | X | Small Growth |
| VIOV | Vanguard S&P Small-Cap 600 Value ETF | Owns companies we recommend for divestment | 3 | 3 | 3 | 5 | X | Small Value |
| VSMVX | Vanguard S&P Small-Cap 600 Val Idx Instl | Owns companies we recommend for divestment | 3 | 3 | 3 | 5 | X | Small Value |
| VIOO | Vanguard S&P Small-Cap 600 ETF | Owns companies we recommend for divestment | 3 | 3 | 3 | 6 | X | Small Blend |
| TSORX | TIAA-CREF Social Choice Intl Eq Retail | Owns companies we recommend for divestment | 3 | 1 | 12 | 4 | V | Foreign Large Blend |
| VRTGX | Vanguard Russell 2000 Growth Index I | Owns companies we recommend for divestment | 3 | 5 | 3 | 6 | X | Small Growth |
| VTWG | Vanguard Russell 2000 Growth ETF | Owns companies we recommend for divestment | 3 | 5 | 3 | 6 | X | Small Growth |
| VMVIX | Vanguard Mid-Cap Value Index Investor | Owns companies we recommend for divestment | 3 | 4 | 3 | 5 | X | Mid-Cap Value |
| VMVAX | Vanguard Mid-Cap Value Index Admiral | Owns companies we recommend for divestment | 3 | 4 | 3 | 5 | X | Mid-Cap Value |
| VOE | Vanguard Mid-Cap Value ETF | Owns companies we recommend for divestment | 3 | 4 | 3 | 5 | X | Mid-Cap Value |
| VMGIX | Vanguard Mid-Cap Growth Index Investor | Owns companies we recommend for divestment | 3 | 1 | 3 | 5 | X | Mid-Cap Growth |
| VMGMX | Vanguard Mid-Cap Growth Index Admiral | Owns companies we recommend for divestment | 3 | 1 | 3 | 5 | X | Mid-Cap Growth |
| VOT | Vanguard Mid-Cap Growth ETF | Owns companies we recommend for divestment | 3 | 1 | 3 | 5 | X | Mid-Cap Growth |
| VHGEX | Vanguard Global Equity Inv | Owns companies we recommend for divestment | 3 | 7 | 10 | 9 | X | Global Large-Stock Blend |
| VHCOX | Vanguard Capital Opportunity Inv | Owns companies we recommend for divestment | 3 | 5 | 9 | 11 | X | Large Growth |
| VHCAX | Vanguard Capital Opportunity Adm | Owns companies we recommend for divestment | 3 | 5 | 9 | 11 | X | Large Growth |
| HAP | VanEck Natural Resources ETF | Owns companies we recommend for divestment | 3 | 0 | 8 | 1 | X | Natural Resources |
| VSRDX | VALIC Company I U.S. Socially Rspnb | Owns companies we recommend for divestment | 3 | 9 | 9 | 11 | V | Large Blend |
| TSOEX | TIAA-CREF Social Choice Intl Eq Retire | Owns companies we recommend for divestment | 3 | 1 | 12 | 4 | V | Foreign Large Blend |
| SPSM | SPDR® Portfolio S&P 600 Sm Cap ETF | Owns companies we recommend for divestment | 3 | 3 | 3 | 6 | X | Small Blend |
| SMLKX | Shelton S&P Smallcap Index K | Owns companies we recommend for divestment | 3 | 3 | 2 | 6 | X | Small Blend |
| MAIRX | Victory Trivalent Intl Fd-Core Eq R6 | Owns companies we recommend for divestment | 3 | 5 | 6 | 3 | X | Foreign Large Blend |
| NBRRX | Neuberger Berman M/C Intrinsic Val R3 | Owns companies we recommend for divestment | 3 | 2 | 2 | 4 | X | Mid-Cap Value |
| NSBCX | Nuveen Dividend Growth C | Owns companies we recommend for divestment | 3 | 5 | 4 | 5 | X | Large Blend |
| NSBAX | Nuveen Dividend Growth A | Owns companies we recommend for divestment | 3 | 5 | 4 | 5 | X | Large Blend |
| NOSGX | Northern Small Cap Value | Owns companies we recommend for divestment | 3 | 2 | 1 | 4 | X | Small Value |
| NOIGX | Northern International Equity | Owns companies we recommend for divestment | 3 | 5 | 8 | 6 | X | Foreign Large Value |
| NGREX | Northern Global Real Estate Index | Owns companies we recommend for divestment | 3 | 0 | 4 | 0 | X | Global Real Estate |
| HSZYX | NexPoint Climate Tech Y | Owns companies we recommend for divestment | 3 | 0 | 3 | 2 | V | Small Blend |
| HSZCX | NexPoint Climate Tech C | Owns companies we recommend for divestment | 3 | 0 | 3 | 2 | V | Small Blend |
| HSZAX | NexPoint Climate Tech A | Owns companies we recommend for divestment | 3 | 0 | 3 | 2 | V | Small Blend |
| NMULX | Neuberger Berman Multi-Cap Opp I | Owns companies we recommend for divestment | 3 | 6 | 5 | 8 | X | Large Blend |
| NMUEX | Neuberger Berman Multi-Cap Opp E | Owns companies we recommend for divestment | 3 | 6 | 5 | 8 | X | Large Blend |
| NMUCX | Neuberger Berman Multi-Cap Opp C | Owns companies we recommend for divestment | 3 | 6 | 5 | 8 | X | Large Blend |
| NMUAX | Neuberger Berman Multi-Cap Opp A | Owns companies we recommend for divestment | 3 | 6 | 5 | 8 | X | Large Blend |
| NBREX | Neuberger Berman M/C Intrinsic Val Tr | Owns companies we recommend for divestment | 3 | 2 | 2 | 4 | X | Mid-Cap Value |
| NBMRX | Neuberger Berman M/C Intrinsic Val R6 | Owns companies we recommend for divestment | 3 | 2 | 2 | 4 | X | Mid-Cap Value |
| NBRVX | Neuberger Berman M/C Intrinsic Val Inv | Owns companies we recommend for divestment | 3 | 2 | 2 | 4 | X | Mid-Cap Value |
| NSBRX | Nuveen Dividend Growth I | Owns companies we recommend for divestment | 3 | 5 | 4 | 5 | X | Large Blend |
| NBRTX | Neuberger Berman M/C Intrinsic Val Inst | Owns companies we recommend for divestment | 3 | 2 | 2 | 4 | X | Mid-Cap Value |
| NBRCX | Neuberger Berman M/C Intrinsic Val C | Owns companies we recommend for divestment | 3 | 2 | 2 | 4 | X | Mid-Cap Value |
| NBRAX | Neuberger Berman M/C Intrinsic Val A | Owns companies we recommend for divestment | 3 | 2 | 2 | 4 | X | Mid-Cap Value |
| NRINX | Neuberger Berman Intrinsic Value R6 | Owns companies we recommend for divestment | 3 | 1 | 2 | 4 | X | Small Blend |
| NINLX | Neuberger Berman Intrinsic Value I | Owns companies we recommend for divestment | 3 | 1 | 2 | 4 | X | Small Blend |
| NINCX | Neuberger Berman Intrinsic Value C | Owns companies we recommend for divestment | 3 | 1 | 2 | 4 | X | Small Blend |
| NINAX | Neuberger Berman Intrinsic Value A | Owns companies we recommend for divestment | 3 | 1 | 2 | 4 | X | Small Blend |
| Neuberger Berman AMT M/C Intrinsic Val S | Owns companies we recommend for divestment | 3 | 2 | 2 | 4 | X | Mid-Cap Value |
| Neuberger Berman AMT M/C Intrinsic Val I | Owns companies we recommend for divestment | 3 | 2 | 2 | 4 | X | Mid-Cap Value |
| MEIKX | MFS Value R6 | Owns companies we recommend for divestment | 3 | 3 | 3 | 9 | X | Large Value |
| MEIJX | MFS Value R4 | Owns companies we recommend for divestment | 3 | 3 | 3 | 9 | X | Large Value |
| MEIHX | MFS Value R3 | Owns companies we recommend for divestment | 3 | 3 | 3 | 9 | X | Large Value |
| MVRRX | MFS Value R2 | Owns companies we recommend for divestment | 3 | 3 | 3 | 9 | X | Large Value |
| MEIGX | MFS Value R1 | Owns companies we recommend for divestment | 3 | 3 | 3 | 9 | X | Large Value |
| NDVG | Nuveen Dividend Growth ETF | Owns companies we recommend for divestment | 3 | 5 | 4 | 5 | X | Large Blend |
| NSBFX | Nuveen Dividend Growth R6 | Owns companies we recommend for divestment | 3 | 5 | 4 | 5 | X | Large Blend |
| SMCIX | Shelton S&P Smallcap Index Investor | Owns companies we recommend for divestment | 3 | 3 | 2 | 6 | X | Small Blend |
| PINLX | Principal Diversified Intl R4 | Owns companies we recommend for divestment | 3 | 3 | 3 | 2 | X | Foreign Large Blend |
| SPVYX | SEI Small Cap Value Y (SIMT) | Owns companies we recommend for divestment | 3 | 2 | 2 | 4 | X | Small Value |
| SMVIX | SEI Small Cap Value I (SIMT) | Owns companies we recommend for divestment | 3 | 2 | 2 | 4 | X | Small Value |
| SESVX | SEI Small Cap Value F (SIMT) | Owns companies we recommend for divestment | 3 | 2 | 2 | 4 | X | Small Value |
| SCHD | Schwab US Dividend Equity ETF™ | Owns companies we recommend for divestment | 3 | 7 | 5 | 7 | X | Large Value |
| SWSCX | Schwab Small-Cap Equity | Owns companies we recommend for divestment | 3 | 2 | 3 | 1 | X | Small Blend |
| PLTL | Principal US Small-Cap Adptv Mlt-Fac ETF | Owns companies we recommend for divestment | 3 | 2 | 3 | 6 | X | Small Blend |
| PSSPX | Principal SmallCap S&P 600 Index R5 | Owns companies we recommend for divestment | 3 | 3 | 3 | 6 | X | Small Blend |
| PSSSX | Principal SmallCap S&P 600 Index R4 | Owns companies we recommend for divestment | 3 | 3 | 3 | 6 | X | Small Blend |
| PSSMX | Principal SmallCap S&P 600 Index R3 | Owns companies we recommend for divestment | 3 | 3 | 3 | 6 | X | Small Blend |
| PSAPX | Principal SmallCap S&P 600 Index R1 | Owns companies we recommend for divestment | 3 | 3 | 3 | 6 | X | Small Blend |
| PSPIX | Principal SmallCap S&P 600 Index R-6 | Owns companies we recommend for divestment | 3 | 3 | 3 | 6 | X | Small Blend |
| PSSJX | Principal SmallCap S&P 600 Index J | Owns companies we recommend for divestment | 3 | 3 | 3 | 6 | X | Small Blend |
| PSSIX | Principal SmallCap S&P 600 Index Inst | Owns companies we recommend for divestment | 3 | 3 | 3 | 6 | X | Small Blend |
| PINPX | Principal Diversified Intl R5 | Owns companies we recommend for divestment | 3 | 3 | 3 | 2 | X | Foreign Large Blend |
| PINRX | Principal Diversified Intl R3 | Owns companies we recommend for divestment | 3 | 3 | 3 | 2 | X | Foreign Large Blend |
| NQGAX | Nuveen Global Equity Income A | Owns companies we recommend for divestment | 3 | 7 | 5 | 7 | X | Global Large-Stock Value |
| PDVIX | Principal Diversified Intl R1 | Owns companies we recommend for divestment | 3 | 3 | 3 | 2 | X | Foreign Large Blend |
| PIIJX | Principal Diversified Intl J | Owns companies we recommend for divestment | 3 | 3 | 3 | 2 | X | Foreign Large Blend |
| PIIIX | Principal Diversified Intl Inst | Owns companies we recommend for divestment | 3 | 3 | 3 | 2 | X | Foreign Large Blend |
| PRWLX | Principal Diversified Intl A | Owns companies we recommend for divestment | 3 | 3 | 3 | 2 | X | Foreign Large Blend |
| PDIFX | Principal Diversified International R-6 | Owns companies we recommend for divestment | 3 | 3 | 3 | 2 | X | Foreign Large Blend |
| PSCZX | PGIM Jennison Small Company Z | Owns companies we recommend for divestment | 3 | 2 | 0 | 3 | X | Small Growth |
| PJSQX | PGIM Jennison Small Company R6 | Owns companies we recommend for divestment | 3 | 2 | 0 | 3 | X | Small Growth |
| PSCJX | PGIM Jennison Small Company R4 | Owns companies we recommend for divestment | 3 | 2 | 0 | 3 | X | Small Growth |
| PSCHX | PGIM Jennison Small Company R2 | Owns companies we recommend for divestment | 3 | 2 | 0 | 3 | X | Small Growth |
| JSCRX | PGIM Jennison Small Company R | Owns companies we recommend for divestment | 3 | 2 | 0 | 3 | X | Small Growth |
| PSCCX | PGIM Jennison Small Company C | Owns companies we recommend for divestment | 3 | 2 | 0 | 3 | X | Small Growth |
| PGOAX | PGIM Jennison Small Company A | Owns companies we recommend for divestment | 3 | 2 | 0 | 3 | X | Small Growth |
| NQGIX | Nuveen Global Equity Income I | Owns companies we recommend for divestment | 3 | 7 | 5 | 7 | X | Global Large-Stock Value |
| NQGCX | Nuveen Global Equity Income C | Owns companies we recommend for divestment | 3 | 7 | 5 | 7 | X | Global Large-Stock Value |
| MICIX | Victory Trivalent Intl Fd-Core Eq I | Owns companies we recommend for divestment | 3 | 5 | 6 | 3 | X | Foreign Large Blend |
| MICYX | Victory Trivalent Intl Fd-Core Eq Y | Owns companies we recommend for divestment | 3 | 5 | 6 | 3 | X | Foreign Large Blend |
| MEICX | MFS Value C | Owns companies we recommend for divestment | 3 | 3 | 3 | 9 | X | Large Value |
| CVIRX | Columbia Dividend Income Adv | Owns companies we recommend for divestment | 4 | 8 | 7 | 12 | X | Large Value |
| NMIAX | Columbia Large Cap Enhanced Core A | Owns companies we recommend for divestment | 4 | 8 | 13 | 9 | X | Large Blend |
| RSOOX | Columbia Dividend Opportunity R | Owns companies we recommend for divestment | 4 | 5 | 7 | 8 | X | Large Value |
| CDOYX | Columbia Dividend Opportunity Inst3 | Owns companies we recommend for divestment | 4 | 5 | 7 | 8 | X | Large Value |
| RSDFX | Columbia Dividend Opportunity Inst2 | Owns companies we recommend for divestment | 4 | 5 | 7 | 8 | X | Large Value |
| CDOZX | Columbia Dividend Opportunity Inst | Owns companies we recommend for divestment | 4 | 5 | 7 | 8 | X | Large Value |
| ACUIX | Columbia Dividend Opportunity C | Owns companies we recommend for divestment | 4 | 5 | 7 | 8 | X | Large Value |
| CDORX | Columbia Dividend Opportunity Adv | Owns companies we recommend for divestment | 4 | 5 | 7 | 8 | X | Large Value |
| INUTX | Columbia Dividend Opportunity A | Owns companies we recommend for divestment | 4 | 5 | 7 | 8 | X | Large Value |
| GEQAX | Columbia Dividend Income V | Owns companies we recommend for divestment | 4 | 8 | 7 | 12 | X | Large Value |
| CDIRX | Columbia Dividend Income R | Owns companies we recommend for divestment | 4 | 8 | 7 | 12 | X | Large Value |
| CDDYX | Columbia Dividend Income Inst3 | Owns companies we recommend for divestment | 4 | 8 | 7 | 12 | X | Large Value |
| CDDRX | Columbia Dividend Income Inst2 | Owns companies we recommend for divestment | 4 | 8 | 7 | 12 | X | Large Value |
| GSFTX | Columbia Dividend Income Inst | Owns companies we recommend for divestment | 4 | 8 | 7 | 12 | X | Large Value |
| LBSCX | Columbia Dividend Income C | Owns companies we recommend for divestment | 4 | 8 | 7 | 12 | X | Large Value |
| LBSAX | Columbia Dividend Income A | Owns companies we recommend for divestment | 4 | 8 | 7 | 12 | X | Large Value |
| NMIMX | Columbia Large Cap Enhanced Core Inst | Owns companies we recommend for divestment | 4 | 8 | 13 | 9 | X | Large Blend |
| LCBVX | ClearBridge Large Cap Value R | Owns companies we recommend for divestment | 4 | 7 | 7 | 9 | X | Large Value |
| LMLSX | ClearBridge Large Cap Value IS | Owns companies we recommend for divestment | 4 | 7 | 7 | 9 | X | Large Value |
| SAIFX | ClearBridge Large Cap Value I | Owns companies we recommend for divestment | 4 | 7 | 7 | 9 | X | Large Value |
| SINOX | ClearBridge Large Cap Value C | Owns companies we recommend for divestment | 4 | 7 | 7 | 9 | X | Large Value |
| SINAX | ClearBridge Large Cap Value A | Owns companies we recommend for divestment | 4 | 7 | 7 | 9 | X | Large Value |
| LCLIX | ClearBridge Large Cap Value 1 | Owns companies we recommend for divestment | 4 | 7 | 7 | 9 | X | Large Value |
| LMPPX | ClearBridge Appreciation R | Owns companies we recommend for divestment | 4 | 8 | 10 | 12 | X | Large Blend |
| LMESX | ClearBridge Appreciation IS | Owns companies we recommend for divestment | 4 | 8 | 10 | 12 | X | Large Blend |
| SAPYX | ClearBridge Appreciation I | Owns companies we recommend for divestment | 4 | 8 | 10 | 12 | X | Large Blend |
| LMPIX | ClearBridge Appreciation FI | Owns companies we recommend for divestment | 4 | 8 | 10 | 12 | X | Large Blend |
| SAPCX | ClearBridge Appreciation C | Owns companies we recommend for divestment | 4 | 8 | 10 | 12 | X | Large Blend |
| SHAPX | ClearBridge Appreciation A | Owns companies we recommend for divestment | 4 | 8 | 10 | 12 | X | Large Blend |
| APWVX | Cavanal Hill Mid Cap Diverse Ldrsp Inv | Owns companies we recommend for divestment | 4 | 2 | 0 | 5 | V | Mid-Cap Blend |
| AIWVX | Cavanal Hill Mid Cap Diverse Ldrsp Instl | Owns companies we recommend for divestment | 4 | 2 | 0 | 5 | V | Mid-Cap Blend |
| CECFX | Columbia Large Cap Enhanced Core Adv | Owns companies we recommend for divestment | 4 | 8 | 13 | 9 | X | Large Blend |
| CLNCX | Columbia Large Cap Enhanced Core Inst2 | Owns companies we recommend for divestment | 4 | 8 | 13 | 9 | X | Large Blend |
| AAWVX | Cavanal Hill Mid Cap Diverse Ldrsp A | Owns companies we recommend for divestment | 4 | 2 | 0 | 5 | V | Mid-Cap Blend |
| FAGOX | Fidelity Advisor® Growth Opps M | Owns companies we recommend for divestment | 4 | 6 | 9 | 11 | X | Large Growth |
| FSSLX | Fidelity Series Small Cap Core | Owns companies we recommend for divestment | 4 | 3 | 3 | 3 | X | Small Blend |
| FIDHX | Fidelity SAI Sustainable Future Fund | Owns companies we recommend for divestment | 4 | 6 | 7 | 13 | V | Large Blend |
| FVLZX | Fidelity Advisor® Value Z | Owns companies we recommend for divestment | 4 | 2 | 4 | 2 | X | Mid-Cap Value |
| FTVFX | Fidelity Advisor® Value M | Owns companies we recommend for divestment | 4 | 2 | 4 | 2 | X | Mid-Cap Value |
| FVIFX | Fidelity Advisor® Value I | Owns companies we recommend for divestment | 4 | 2 | 4 | 2 | X | Mid-Cap Value |
| FCVFX | Fidelity Advisor® Value C | Owns companies we recommend for divestment | 4 | 2 | 4 | 2 | X | Mid-Cap Value |
| FAVFX | Fidelity Advisor® Value A | Owns companies we recommend for divestment | 4 | 2 | 4 | 2 | X | Mid-Cap Value |
| FAOFX | Fidelity Advisor® Series Growth Opps | Owns companies we recommend for divestment | 4 | 6 | 9 | 11 | X | Large Growth |
| FZAMX | Fidelity Advisor® Mid Cap II Z | Owns companies we recommend for divestment | 4 | 3 | 1 | 5 | X | Mid-Cap Blend |
| FITIX | Fidelity Advisor® Mid Cap II M | Owns companies we recommend for divestment | 4 | 3 | 1 | 5 | X | Mid-Cap Blend |
| FIIMX | Fidelity Advisor® Mid Cap II I | Owns companies we recommend for divestment | 4 | 3 | 1 | 5 | X | Mid-Cap Blend |
| FIICX | Fidelity Advisor® Mid Cap II C | Owns companies we recommend for divestment | 4 | 3 | 1 | 5 | X | Mid-Cap Blend |
| FIIAX | Fidelity Advisor® Mid Cap II A | Owns companies we recommend for divestment | 4 | 3 | 1 | 5 | X | Mid-Cap Blend |
| FZAHX | Fidelity Advisor® Growth Opps Z | Owns companies we recommend for divestment | 4 | 6 | 9 | 11 | X | Large Growth |
| FAGCX | Fidelity Advisor® Growth Opps I | Owns companies we recommend for divestment | 4 | 6 | 9 | 11 | X | Large Growth |
| CECYX | Columbia Large Cap Enhanced Core Inst3 | Owns companies we recommend for divestment | 4 | 8 | 13 | 9 | X | Large Blend |
| FACGX | Fidelity Advisor® Growth Opps C | Owns companies we recommend for divestment | 4 | 6 | 9 | 11 | X | Large Growth |
| FAGAX | Fidelity Advisor® Growth Opps A | Owns companies we recommend for divestment | 4 | 6 | 9 | 11 | X | Large Growth |
| FZABX | Fidelity Advisor® Diversified Intl Z | Owns companies we recommend for divestment | 4 | 3 | 5 | 6 | X | Foreign Large Growth |
| FADIX | Fidelity Advisor® Diversified Intl M | Owns companies we recommend for divestment | 4 | 3 | 5 | 6 | X | Foreign Large Growth |
| FDVIX | Fidelity Advisor® Diversified Intl I | Owns companies we recommend for divestment | 4 | 3 | 5 | 6 | X | Foreign Large Growth |
| FADCX | Fidelity Advisor® Diversified Intl C | Owns companies we recommend for divestment | 4 | 3 | 5 | 6 | X | Foreign Large Growth |
| FDVAX | Fidelity Advisor® Diversified Intl A | Owns companies we recommend for divestment | 4 | 3 | 5 | 6 | X | Foreign Large Growth |
| DFSCX | DFA US Micro Cap I | Owns companies we recommend for divestment | 4 | 4 | 7 | 7 | X | Small Blend |
| IDANX | Delaware Sustainable Equity Income R6 | Owns companies we recommend for divestment | 4 | 9 | 12 | 12 | V | Large Value |
| IDARX | Delaware Sustainable Equity Income R | Owns companies we recommend for divestment | 4 | 9 | 12 | 12 | V | Large Value |
| IDAIX | Delaware Sustainable Equity Income I | Owns companies we recommend for divestment | 4 | 9 | 12 | 12 | V | Large Value |
| IDAAX | Delaware Sustainable Equity Income A | Owns companies we recommend for divestment | 4 | 9 | 12 | 12 | V | Large Value |
| ESGS | Columbia US ESG Equity Income ETF | Owns companies we recommend for divestment | 4 | 4 | 5 | 6 | V | Large Value |
| CCERX | Columbia Large Cap Enhanced Core R | Owns companies we recommend for divestment | 4 | 8 | 13 | 9 | X | Large Blend |
| ACWVX | Cavanal Hill Mid Cap Diverse Ldrsp C | Owns companies we recommend for divestment | 4 | 2 | 0 | 5 | V | Mid-Cap Blend |
| BGDVX | BlackRock GA Disciplined Volatility Eq K | Owns companies we recommend for divestment | 4 | 7 | 13 | 8 | X | Global Large-Stock Blend |
| VSDA | VictoryShares Dividend Accelerator ETF | Owns companies we recommend for divestment | 3 | 4 | 5 | 3 | X | Large Blend |
| RESD | WisdomTree International ESG | Owns companies we recommend for divestment | 3 | 4 | 4 | 7 | V | Foreign Large Blend |
| EVSRX | Allspring Disciplined US Core R6 | Owns companies we recommend for divestment | 4 | 12 | 12 | 15 | X | Large Blend |
| EVSHX | Allspring Disciplined US Core R | Owns companies we recommend for divestment | 4 | 12 | 12 | 15 | X | Large Blend |
| EVSIX | Allspring Disciplined US Core Inst | Owns companies we recommend for divestment | 4 | 12 | 12 | 15 | X | Large Blend |
| EVSTX | Allspring Disciplined US Core C | Owns companies we recommend for divestment | 4 | 12 | 12 | 15 | X | Large Blend |
| EVSYX | Allspring Disciplined US Core Admin | Owns companies we recommend for divestment | 4 | 12 | 12 | 15 | X | Large Blend |
| EVSAX | Allspring Disciplined US Core A | Owns companies we recommend for divestment | 4 | 12 | 12 | 15 | X | Large Blend |
| SNPE | Xtrackers S&P 500 ESG ETF | Owns companies we recommend for divestment | 3 | 15 | 13 | 18 | V | Large Blend |
| USNZ | Xtrackers Net Zero Pwy Par Alg US Eq ETF | Owns companies we recommend for divestment | 3 | 15 | 12 | 23 | V | Large Blend |
| USSG | Xtrackers MSCI USA ESG Leaders Eq ETF | Owns companies we recommend for divestment | 3 | 9 | 9 | 14 | V | Large Blend |
| DES | WisdomTree US SmallCap Dividend ETF | Owns companies we recommend for divestment | 3 | 1 | 4 | 3 | X | Small Value |
| DHS | WisdomTree US High Dividend ETF | Owns companies we recommend for divestment | 3 | 9 | 7 | 10 | X | Large Value |
| WGRO | WisdomTree US Growth & Momentum Fund | Owns companies we recommend for divestment | 3 | 2 | 3 | 3 | X | Mid-Cap Growth |
| AIVL | WisdomTree US Al Enhanced Val ETF | Owns companies we recommend for divestment | 3 | 5 | 5 | 6 | X | Large Value |
| DWMF | WisdomTree International Mltfctr | Owns companies we recommend for divestment | 3 | 2 | 4 | 2 | X | Foreign Large Blend |
| EUDG | WisdomTree Europe Quality Div Gr ETF | Owns companies we recommend for divestment | 3 | 2 | 5 | 4 | X | Europe Stock |
| EKBDX | Allspring Diversified Cap Bldr Adm | Owns companies we recommend for divestment | 4 | 6 | 2 | 10 | X | Allocation--70% to 85% Equity |
| HEDJ | WisdomTree Europe Hedged Equity ETF | Owns companies we recommend for divestment | 3 | 1 | 3 | 1 | X | Europe Stock |
| WSMRX | William Blair Small-Mid Cap Growth R6 | Owns companies we recommend for divestment | 3 | 3 | 2 | 2 | X | Mid-Cap Growth |
| WSMNX | William Blair Small-Mid Cap Growth N | Owns companies we recommend for divestment | 3 | 3 | 2 | 2 | X | Mid-Cap Growth |
| WSMDX | William Blair Small-Mid Cap Growth I | Owns companies we recommend for divestment | 3 | 3 | 2 | 2 | X | Mid-Cap Growth |
| IJPMX | VY® JPMorgan Mid Cap Value S2 | Owns companies we recommend for divestment | 3 | 4 | 2 | 5 | X | Mid-Cap Value |
| IJMSX | VY® JPMorgan Mid Cap Value S | Owns companies we recommend for divestment | 3 | 4 | 2 | 5 | X | Mid-Cap Value |
| IJMIX | VY® JPMorgan Mid Cap Value I | Owns companies we recommend for divestment | 3 | 4 | 2 | 5 | X | Mid-Cap Value |
| IJMAX | VY® JPMorgan Mid Cap Value A | Owns companies we recommend for divestment | 3 | 4 | 2 | 5 | X | Mid-Cap Value |
| ISCSX | VY® Columbia Contrarian Core S | Owns companies we recommend for divestment | 3 | 8 | 8 | 11 | X | Large Blend |
| ISFIX | VY® Columbia Contrarian Core I | Owns companies we recommend for divestment | 3 | 8 | 8 | 11 | X | Large Blend |
| ISBAX | VY® Columbia Contrarian Core A | Owns companies we recommend for divestment | 3 | 8 | 8 | 11 | X | Large Blend |
| VMIPX | Voya Multi-Manager International Eq P3 | Owns companies we recommend for divestment | 3 | 1 | 6 | 3 | X | Foreign Large Blend |
| IIGIX | Voya Multi-Manager International Eq I | Owns companies we recommend for divestment | 3 | 1 | 6 | 3 | X | Foreign Large Blend |
| MODL | VictoryShares WestEnd U.S. Sector ETF | Owns companies we recommend for divestment | 3 | 9 | 16 | 13 | X | Large Blend |
| EKBAX | Allspring Diversified Cap Bldr A | Owns companies we recommend for divestment | 4 | 6 | 2 | 10 | X | Allocation--70% to 85% Equity |
| EKBCX | Allspring Diversified Cap Bldr C | Owns companies we recommend for divestment | 4 | 6 | 2 | 10 | X | Allocation--70% to 85% Equity |
| BIDVX | BlackRock GA Disciplined Vol Eq Instl | Owns companies we recommend for divestment | 4 | 7 | 13 | 8 | X | Global Large-Stock Blend |
| BIGRX | American Century Discplnd Cor Val Inv | Owns companies we recommend for divestment | 4 | 8 | 8 | 10 | X | Large Value |
| BDSKX | BlackRock Advantage Small Cap Core K | Owns companies we recommend for divestment | 4 | 3 | 3 | 6 | X | Small Blend |
| BDSCX | BlackRock Advantage Small Cap Core Inv C | Owns companies we recommend for divestment | 4 | 3 | 3 | 6 | X | Small Blend |
| BDSAX | BlackRock Advantage Small Cap Core Inv A | Owns companies we recommend for divestment | 4 | 3 | 3 | 6 | X | Small Blend |
| BDSIX | BlackRock Advantage Small Cap Core Instl | Owns companies we recommend for divestment | 4 | 3 | 3 | 6 | X | Small Blend |
| ARKQ | ARK Autonomous Technology&Robotics ETF | Owns companies we recommend for divestment | 4 | 1 | 5 | 7 | X | Technology |
| AEYGX | American Century Equity Growth R5 | Owns companies we recommend for divestment | 4 | 8 | 16 | 13 | X | Large Blend |
| AEYRX | American Century Equity Growth R | Owns companies we recommend for divestment | 4 | 8 | 16 | 13 | X | Large Blend |
| BEQGX | American Century Equity Growth Inv | Owns companies we recommend for divestment | 4 | 8 | 16 | 13 | X | Large Blend |
| AMEIX | American Century Equity Growth I | Owns companies we recommend for divestment | 4 | 8 | 16 | 13 | X | Large Blend |
| ACEDX | American Century Equity Growth G | Owns companies we recommend for divestment | 4 | 8 | 16 | 13 | X | Large Blend |
| AEYCX | American Century Equity Growth C | Owns companies we recommend for divestment | 4 | 8 | 16 | 13 | X | Large Blend |
| BEQAX | American Century Equity Growth A | Owns companies we recommend for divestment | 4 | 8 | 16 | 13 | X | Large Blend |
| AICGX | American Century Discplnd Cor Val R5 | Owns companies we recommend for divestment | 4 | 8 | 8 | 10 | X | Large Value |
| AICRX | American Century Discplnd Cor Val R | Owns companies we recommend for divestment | 4 | 8 | 8 | 10 | X | Large Value |
| AMGIX | American Century Discplnd Cor Val I | Owns companies we recommend for divestment | 4 | 8 | 8 | 10 | X | Large Value |
| EKBYX | Allspring Diversified Cap Bldr Inst | Owns companies we recommend for divestment | 4 | 6 | 2 | 10 | X | Allocation--70% to 85% Equity |
| ACGCX | American Century Discplnd Cor Val C | Owns companies we recommend for divestment | 4 | 8 | 8 | 10 | X | Large Value |
| AMADX | American Century Discplnd Cor Val A | Owns companies we recommend for divestment | 4 | 8 | 8 | 10 | X | Large Value |
| ABSYX | American Beacon Small Cp Val Y | Owns companies we recommend for divestment | 4 | 3 | 3 | 6 | X | Small Value |
| AVFIX | American Beacon Small Cp Val R5 | Owns companies we recommend for divestment | 4 | 3 | 3 | 6 | X | Small Value |
| AVPAX | American Beacon Small Cp Val Inv | Owns companies we recommend for divestment | 4 | 3 | 3 | 6 | X | Small Value |
| ASVCX | American Beacon Small Cp Val C | Owns companies we recommend for divestment | 4 | 3 | 3 | 6 | X | Small Value |
| AASSX | American Beacon Small Cp Val Adv | Owns companies we recommend for divestment | 4 | 3 | 3 | 6 | X | Small Value |
| ABSAX | American Beacon Small Cp Val A | Owns companies we recommend for divestment | 4 | 3 | 3 | 6 | X | Small Value |
| AASRX | American Beacon Small Cap Value R6 | Owns companies we recommend for divestment | 4 | 3 | 3 | 6 | X | Small Value |
| WTLVX | Allspring Large Company Value R6 | Owns companies we recommend for divestment | 4 | 10 | 8 | 11 | X | Large Value |
| WLCIX | Allspring Large Company Value Inst | Owns companies we recommend for divestment | 4 | 10 | 8 | 11 | X | Large Value |
| WFLVX | Allspring Large Company Value C | Owns companies we recommend for divestment | 4 | 10 | 8 | 11 | X | Large Value |
| WWIDX | Allspring Large Company Value Admin | Owns companies we recommend for divestment | 4 | 10 | 8 | 11 | X | Large Value |
| WLCAX | Allspring Large Company Value A | Owns companies we recommend for divestment | 4 | 10 | 8 | 11 | X | Large Value |
| MEIIX | MFS Value I | Owns companies we recommend for divestment | 3 | 3 | 3 | 9 | X | Large Value |
| MFEBX | MFS Value B | Owns companies we recommend for divestment | 3 | 3 | 3 | 9 | X | Large Value |
| FDEQX | Fidelity® Disciplined Equity | Owns companies we recommend for divestment | 4 | 7 | 9 | 14 | X | Large Growth |
| OMSIX | Invesco Main Street R6 | Owns companies we recommend for divestment | 3 | 5 | 9 | 10 | X | Large Blend |
| RWJ | Invesco S&P SmallCap 600 Revenue ETF | Owns companies we recommend for divestment | 3 | 3 | 3 | 6 | X | Small Value |
| XMMO | Invesco S&P MidCap Momentum ETF | Owns companies we recommend for divestment | 3 | 1 | 0 | 4 | X | Mid-Cap Growth |
| SPHQ | Invesco S&P 500® Quality ETF | Owns companies we recommend for divestment | 3 | 3 | 9 | 4 | X | Large Blend |
| SPMO | Invesco S&P 500® Momentum ETF | Owns companies we recommend for divestment | 3 | 4 | 5 | 2 | X | Large Growth |
| RYT | Invesco S&P 500® Equal Weight Tech ETF | Owns companies we recommend for divestment | 3 | 2 | 8 | 6 | X | Technology |
| SPVM | Invesco S&P 500 Value with Momentum ETF | Owns companies we recommend for divestment | 3 | 6 | 6 | 6 | X | Large Value |
| OYRDX | Invesco Rising Dividends Y | Owns companies we recommend for divestment | 3 | 6 | 3 | 7 | X | Large Blend |
| OIRDX | Invesco Rising Dividends R6 | Owns companies we recommend for divestment | 3 | 6 | 3 | 7 | X | Large Blend |
| RSDQX | Invesco Rising Dividends R5 | Owns companies we recommend for divestment | 3 | 6 | 3 | 7 | X | Large Blend |
| ONRDX | Invesco Rising Dividends R | Owns companies we recommend for divestment | 3 | 6 | 3 | 7 | X | Large Blend |
| OCRDX | Invesco Rising Dividends C | Owns companies we recommend for divestment | 3 | 6 | 3 | 7 | X | Large Blend |
| OARDX | Invesco Rising Dividends A | Owns companies we recommend for divestment | 3 | 6 | 3 | 7 | X | Large Blend |
| RYJ | Invesco Raymond James SB-1 Equity ETF | Owns companies we recommend for divestment | 3 | 1 | 4 | 5 | X | Mid-Cap Blend |
| MIGYX | Invesco Main Street Y | Owns companies we recommend for divestment | 3 | 5 | 9 | 10 | X | Large Blend |
| MSJFX | Invesco Main Street R5 | Owns companies we recommend for divestment | 3 | 5 | 9 | 10 | X | Large Blend |
| RZV | Invesco S&P SmallCap 600® Pure Value ETF | Owns companies we recommend for divestment | 3 | 2 | 2 | 4 | X | Small Value |
| OMGNX | Invesco Main Street R | Owns companies we recommend for divestment | 3 | 5 | 9 | 10 | X | Large Blend |
| MIGCX | Invesco Main Street C | Owns companies we recommend for divestment | 3 | 5 | 9 | 10 | X | Large Blend |
| MSIGX | Invesco Main Street A | Owns companies we recommend for divestment | 3 | 5 | 9 | 10 | X | Large Blend |
| DWAS | Invesco DWA SmallCap Momentum ETF | Owns companies we recommend for divestment | 3 | 2 | 1 | 3 | X | Small Growth |
| PDP | Invesco DWA Momentum ETF | Owns companies we recommend for divestment | 3 | 2 | 3 | 6 | X | Large Growth |
| ODIYX | Invesco Discovery Y | Owns companies we recommend for divestment | 3 | 2 | 0 | 3 | X | Small Growth |
| ODIIX | Invesco Discovery R6 | Owns companies we recommend for divestment | 3 | 2 | 0 | 3 | X | Small Growth |
| DIGGX | Invesco Discovery R5 | Owns companies we recommend for divestment | 3 | 2 | 0 | 3 | X | Small Growth |
| ODINX | Invesco Discovery R | Owns companies we recommend for divestment | 3 | 2 | 0 | 3 | X | Small Growth |
| ODICX | Invesco Discovery C | Owns companies we recommend for divestment | 3 | 2 | 0 | 3 | X | Small Growth |
| OPOCX | Invesco Discovery A | Owns companies we recommend for divestment | 3 | 2 | 0 | 3 | X | Small Growth |
| OTCYX | Invesco Capital Appreciation Y | Owns companies we recommend for divestment | 3 | 3 | 7 | 7 | X | Large Growth |
| OPTIX | Invesco Capital Appreciation R6 | Owns companies we recommend for divestment | 3 | 3 | 7 | 7 | X | Large Growth |
| CPTUX | Invesco Capital Appreciation R5 | Owns companies we recommend for divestment | 3 | 3 | 7 | 7 | X | Large Growth |
| EWSC | Invesco S&P SmallCap 600® Equal Wt ETF | Owns companies we recommend for divestment | 3 | 3 | 3 | 6 | X | Small Blend |
| PSCI | Invesco S&P SmallCap Industrials ETF | Owns companies we recommend for divestment | 3 | 2 | 0 | 4 | X | Industrials |
| OTFCX | Invesco Capital Appreciation C | Owns companies we recommend for divestment | 3 | 3 | 7 | 7 | X | Large Growth |
| VVORX | Invesco Value Opportunities R | Owns companies we recommend for divestment | 3 | 2 | 1 | 4 | X | Mid-Cap Value |
| IJS | iShares S&P Small-Cap 600 Value ETF | Owns companies we recommend for divestment | 3 | 3 | 3 | 5 | X | Small Value |
| IWO | iShares Russell 2000 Growth ETF | Owns companies we recommend for divestment | 3 | 5 | 3 | 6 | X | Small Growth |
| SUSA | iShares MSCI USA ESG Select ETF | Owns companies we recommend for divestment | 3 | 8 | 12 | 12 | V | Large Blend |
| FILL | iShares MSCI Global Energy Producers ETF | Owns companies we recommend for divestment | 3 | 0 | 5 | 0 | X | Equity Energy |
| EWQ | iShares MSCI France ETF | Owns companies we recommend for divestment | 3 | 3 | 1 | 4 | X | Miscellaneous Region |
| IXN | iShares Global Tech ETF | Owns companies we recommend for divestment | 3 | 3 | 9 | 8 | X | Technology |
| STLV | iShares Factors US Value Style ETF | Owns companies we recommend for divestment | 3 | 4 | 7 | 5 | X | Mid-Cap Value |
| SUSL | iShares ESG MSCI USA Leaders ETF | Owns companies we recommend for divestment | 3 | 9 | 9 | 14 | V | Large Blend |
| DMXF | iShares ESG Advanced MSCI EAFE ETF | Owns companies we recommend for divestment | 3 | 4 | 10 | 5 | V | Foreign Large Blend |
| IJR | iShares Core S&P Small-Cap ETF | Owns companies we recommend for divestment | 3 | 3 | 3 | 6 | X | Small Blend |
| CZA | Invesco Zacks Mid-Cap ETF | Owns companies we recommend for divestment | 3 | 1 | 0 | 6 | X | Mid-Cap Blend |
| VVOIX | Invesco Value Opportunities Y | Owns companies we recommend for divestment | 3 | 2 | 1 | 4 | X | Mid-Cap Value |
| VVOSX | Invesco Value Opportunities R6 | Owns companies we recommend for divestment | 3 | 2 | 1 | 4 | X | Mid-Cap Value |
| VVONX | Invesco Value Opportunities R5 | Owns companies we recommend for divestment | 3 | 2 | 1 | 4 | X | Mid-Cap Value |
| VVOCX | Invesco Value Opportunities C | Owns companies we recommend for divestment | 3 | 2 | 1 | 4 | X | Mid-Cap Value |
| XSVM | Invesco S&P SmallCap Value with Momt ETF | Owns companies we recommend for divestment | 3 | 2 | 0 | 4 | X | Small Value |
| VVOAX | Invesco Value Opportunities A | Owns companies we recommend for divestment | 3 | 2 | 1 | 4 | X | Mid-Cap Value |
| ITYYX | Invesco Technology Y | Owns companies we recommend for divestment | 3 | 3 | 5 | 7 | X | Technology |
| FTPSX | Invesco Technology R6 | Owns companies we recommend for divestment | 3 | 3 | 5 | 7 | X | Technology |
| FTPIX | Invesco Technology R5 | Owns companies we recommend for divestment | 3 | 3 | 5 | 7 | X | Technology |
| FTCHX | Invesco Technology Investor | Owns companies we recommend for divestment | 3 | 3 | 5 | 7 | X | Technology |
| ITHCX | Invesco Technology C | Owns companies we recommend for divestment | 3 | 3 | 5 | 7 | X | Technology |
| ITYAX | Invesco Technology A | Owns companies we recommend for divestment | 3 | 3 | 5 | 7 | X | Technology |
| SMEYX | Invesco Small Cap Equity Y | Owns companies we recommend for divestment | 3 | 3 | 0 | 5 | X | Small Blend |
| SMEFX | Invesco Small Cap Equity R6 | Owns companies we recommend for divestment | 3 | 3 | 0 | 5 | X | Small Blend |
| SMEIX | Invesco Small Cap Equity R5 | Owns companies we recommend for divestment | 3 | 3 | 0 | 5 | X | Small Blend |
| SMERX | Invesco Small Cap Equity R | Owns companies we recommend for divestment | 3 | 3 | 0 | 5 | X | Small Blend |
| SMECX | Invesco Small Cap Equity C | Owns companies we recommend for divestment | 3 | 3 | 0 | 5 | X | Small Blend |
| SMEAX | Invesco Small Cap Equity A | Owns companies we recommend for divestment | 3 | 3 | 0 | 5 | X | Small Blend |
| QVMS | Invesco S&P SmallCp 600 QVM Mlt-fctr ETF | Owns companies we recommend for divestment | 3 | 2 | 3 | 6 | X | Small Blend |
| OTCNX | Invesco Capital Appreciation R | Owns companies we recommend for divestment | 3 | 3 | 7 | 7 | X | Large Growth |
| OPTFX | Invesco Capital Appreciation A | Owns companies we recommend for divestment | 3 | 3 | 7 | 7 | X | Large Growth |
| JABCX | Janus Henderson Balanced C | Owns companies we recommend for divestment | 3 | 6 | 6 | 11 | X | Allocation--50% to 70% Equity |
| GSVRX | Goldman Sachs Large Cap Value R | Owns companies we recommend for divestment | 3 | 7 | 11 | 9 | X | Large Value |
| HIAGX | Hartford Disciplined Equity HLS IA | Owns companies we recommend for divestment | 3 | 7 | 6 | 13 | X | Large Blend |
| HGIYX | Hartford Core Equity Y | Owns companies we recommend for divestment | 3 | 7 | 6 | 13 | X | Large Blend |
| HAITX | Hartford Core Equity R6 | Owns companies we recommend for divestment | 3 | 7 | 6 | 13 | X | Large Blend |
| HGITX | Hartford Core Equity R5 | Owns companies we recommend for divestment | 3 | 7 | 6 | 13 | X | Large Blend |
| HGISX | Hartford Core Equity R4 | Owns companies we recommend for divestment | 3 | 7 | 6 | 13 | X | Large Blend |
| HGIRX | Hartford Core Equity R3 | Owns companies we recommend for divestment | 3 | 7 | 6 | 13 | X | Large Blend |
| HGIIX | Hartford Core Equity I | Owns companies we recommend for divestment | 3 | 7 | 6 | 13 | X | Large Blend |
| HGIFX | Hartford Core Equity F | Owns companies we recommend for divestment | 3 | 7 | 6 | 13 | X | Large Blend |
| HGICX | Hartford Core Equity C | Owns companies we recommend for divestment | 3 | 7 | 6 | 13 | X | Large Blend |
| HAIAX | Hartford Core Equity A | Owns companies we recommend for divestment | 3 | 7 | 6 | 13 | X | Large Blend |
| HAIBX | Hartford Balanced HLS IB | Owns companies we recommend for divestment | 3 | 5 | 6 | 9 | X | Allocation--50% to 70% Equity |
| HADAX | Hartford Balanced HLS IA | Owns companies we recommend for divestment | 3 | 5 | 6 | 9 | X | Allocation--50% to 70% Equity |
| GSVSX | Goldman Sachs Large Cap Value Svc | Owns companies we recommend for divestment | 3 | 7 | 11 | 9 | X | Large Value |
| GSVUX | Goldman Sachs Large Cap Value R6 | Owns companies we recommend for divestment | 3 | 7 | 11 | 9 | X | Large Value |
| GMYPX | Goldman Sachs Large Cap Value P | Owns companies we recommend for divestment | 3 | 7 | 11 | 9 | X | Large Value |
| HLSCX | Hartford Disciplined Equity HLS IC | Owns companies we recommend for divestment | 3 | 7 | 6 | 13 | X | Large Blend |
| GSVTX | Goldman Sachs Large Cap Value Inv | Owns companies we recommend for divestment | 3 | 7 | 11 | 9 | X | Large Value |
| GSLIX | Goldman Sachs Large Cap Value Instl | Owns companies we recommend for divestment | 3 | 7 | 11 | 9 | X | Large Value |
| GSVCX | Goldman Sachs Large Cap Value C | Owns companies we recommend for divestment | 3 | 7 | 11 | 9 | X | Large Value |
| GSLAX | Goldman Sachs Large Cap Value A | Owns companies we recommend for divestment | 3 | 7 | 11 | 9 | X | Large Value |
| GFVUX | Goldman Sachs Focused Value R6 | Owns companies we recommend for divestment | 3 | 4 | 6 | 6 | X | Large Value |
| GFVRX | Goldman Sachs Focused Value R | Owns companies we recommend for divestment | 3 | 4 | 6 | 6 | X | Large Value |
| GGYPX | Goldman Sachs Focused Value P | Owns companies we recommend for divestment | 3 | 4 | 6 | 6 | X | Large Value |
| GFVIX | Goldman Sachs Focused Value Inv | Owns companies we recommend for divestment | 3 | 4 | 6 | 6 | X | Large Value |
| GFVSX | Goldman Sachs Focused Value Instl | Owns companies we recommend for divestment | 3 | 4 | 6 | 6 | X | Large Value |
| GFVCX | Goldman Sachs Focused Value C | Owns companies we recommend for divestment | 3 | 4 | 6 | 6 | X | Large Value |
| GFVAX | Goldman Sachs Focused Value A | Owns companies we recommend for divestment | 3 | 4 | 6 | 6 | X | Large Value |
| GWILX | Glenmede Women in Leadership US Eq | Owns companies we recommend for divestment | 3 | 4 | 7 | 6 | V | Large Value |
| ROBT | FT Nasdaq Artfcl Intllgnc and Rbtc ETF | Owns companies we recommend for divestment | 3 | 3 | 8 | 8 | X | Technology |
| KNG | FT Cboe Vest S&P 500® Dv Ast Tgt Inc ETF | Owns companies we recommend for divestment | 3 | 2 | 6 | 2 | X | Large Value |
| HBGIX | Hartford Disciplined Equity HLS IB | Owns companies we recommend for divestment | 3 | 7 | 6 | 13 | X | Large Blend |
| HQIAX | Hartford Equity Income A | Owns companies we recommend for divestment | 3 | 3 | 5 | 5 | X | Large Value |
| PXINX | Impax International Sust Econ Inv | Owns companies we recommend for divestment | 3 | 2 | 7 | 4 | V | Foreign Large Blend |
| IHOTX | Hartford International Opportunities R5 | Owns companies we recommend for divestment | 3 | 1 | 4 | 2 | X | Foreign Large Blend |
| PXNIX | Impax International Sust Econ Instl | Owns companies we recommend for divestment | 3 | 2 | 7 | 4 | V | Foreign Large Blend |
| HESGX | Horizon ESG Defensive Core Inv | Owns companies we recommend for divestment | 3 | 10 | 9 | 14 | V | Large Blend |
| HESAX | Horizon ESG Defensive Core Adv | Owns companies we recommend for divestment | 3 | 10 | 9 | 14 | V | Large Blend |
| HMVYX | Hartford MidCap Value Y | Owns companies we recommend for divestment | 3 | 2 | 2 | 3 | X | Mid-Cap Value |
| HMVUX | Hartford MidCap Value R6 | Owns companies we recommend for divestment | 3 | 2 | 2 | 3 | X | Mid-Cap Value |
| HMVTX | Hartford MidCap Value R5 | Owns companies we recommend for divestment | 3 | 2 | 2 | 3 | X | Mid-Cap Value |
| HMVSX | Hartford MidCap Value R4 | Owns companies we recommend for divestment | 3 | 2 | 2 | 3 | X | Mid-Cap Value |
| HMVRX | Hartford MidCap Value R3 | Owns companies we recommend for divestment | 3 | 2 | 2 | 3 | X | Mid-Cap Value |
| HMVJX | Hartford MidCap Value I | Owns companies we recommend for divestment | 3 | 2 | 2 | 3 | X | Mid-Cap Value |
| HMVFX | Hartford MidCap Value F | Owns companies we recommend for divestment | 3 | 2 | 2 | 3 | X | Mid-Cap Value |
| HMVCX | Hartford MidCap Value C | Owns companies we recommend for divestment | 3 | 2 | 2 | 3 | X | Mid-Cap Value |
| HMVAX | Hartford MidCap Value A | Owns companies we recommend for divestment | 3 | 2 | 2 | 3 | X | Mid-Cap Value |
| HAOYX | Hartford International Opportunities Y | Owns companies we recommend for divestment | 3 | 1 | 4 | 2 | X | Foreign Large Blend |
| IHOVX | Hartford International Opportunities R6 | Owns companies we recommend for divestment | 3 | 1 | 4 | 2 | X | Foreign Large Blend |
| IHOSX | Hartford International Opportunities R4 | Owns companies we recommend for divestment | 3 | 1 | 4 | 2 | X | Foreign Large Blend |
| HQICX | Hartford Equity Income C | Owns companies we recommend for divestment | 3 | 3 | 5 | 5 | X | Large Value |
| IHORX | Hartford International Opportunities R3 | Owns companies we recommend for divestment | 3 | 1 | 4 | 2 | X | Foreign Large Blend |
| IHOIX | Hartford International Opportunities I | Owns companies we recommend for divestment | 3 | 1 | 4 | 2 | X | Foreign Large Blend |
| IHOFX | Hartford International Opportunities F | Owns companies we recommend for divestment | 3 | 1 | 4 | 2 | X | Foreign Large Blend |
| HIOCX | Hartford International Opportunities C | Owns companies we recommend for divestment | 3 | 1 | 4 | 2 | X | Foreign Large Blend |
| IHOAX | Hartford International Opportunities A | Owns companies we recommend for divestment | 3 | 1 | 4 | 2 | X | Foreign Large Blend |
| HBIOX | Hartford International Opp HLS IB | Owns companies we recommend for divestment | 3 | 1 | 4 | 2 | X | Foreign Large Blend |
| HIAOX | Hartford International Opp HLS IA | Owns companies we recommend for divestment | 3 | 1 | 4 | 2 | X | Foreign Large Blend |
| HQIYX | Hartford Equity Income Y | Owns companies we recommend for divestment | 3 | 3 | 5 | 5 | X | Large Value |
| HQIVX | Hartford Equity Income R6 | Owns companies we recommend for divestment | 3 | 3 | 5 | 5 | X | Large Value |
| HQITX | Hartford Equity Income R5 | Owns companies we recommend for divestment | 3 | 3 | 5 | 5 | X | Large Value |
| HQISX | Hartford Equity Income R4 | Owns companies we recommend for divestment | 3 | 3 | 5 | 5 | X | Large Value |
| HQIRX | Hartford Equity Income R3 | Owns companies we recommend for divestment | 3 | 3 | 5 | 5 | X | Large Value |
| HQIIX | Hartford Equity Income I | Owns companies we recommend for divestment | 3 | 3 | 5 | 5 | X | Large Value |
| HQIFX | Hartford Equity Income F | Owns companies we recommend for divestment | 3 | 3 | 5 | 5 | X | Large Value |
| JDBAX | Janus Henderson Balanced A | Owns companies we recommend for divestment | 3 | 6 | 6 | 11 | X | Allocation--50% to 70% Equity |
| JANBX | Janus Henderson Balanced D | Owns companies we recommend for divestment | 3 | 6 | 6 | 11 | X | Allocation--50% to 70% Equity |
| MEIAX | MFS Value A | Owns companies we recommend for divestment | 3 | 3 | 3 | 9 | X | Large Value |
| JMVZX | JPMorgan Mid Cap Value R2 | Owns companies we recommend for divestment | 3 | 4 | 2 | 5 | X | Mid-Cap Value |
| PSOAX | JPMorgan Small Cap Value A | Owns companies we recommend for divestment | 3 | 2 | 4 | 5 | X | Small Value |
| JGSMX | JPMorgan Small Cap Growth R6 | Owns companies we recommend for divestment | 3 | 2 | 0 | 3 | X | Small Growth |
| JGSVX | JPMorgan Small Cap Growth R5 | Owns companies we recommend for divestment | 3 | 2 | 0 | 3 | X | Small Growth |
| JGLYX | JPMorgan Small Cap Growth R4 | Owns companies we recommend for divestment | 3 | 2 | 0 | 3 | X | Small Growth |
| JGRQX | JPMorgan Small Cap Growth R3 | Owns companies we recommend for divestment | 3 | 2 | 0 | 3 | X | Small Growth |
| JSGZX | JPMorgan Small Cap Growth R2 | Owns companies we recommend for divestment | 3 | 2 | 0 | 3 | X | Small Growth |
| JISGX | JPMorgan Small Cap Growth L | Owns companies we recommend for divestment | 3 | 2 | 0 | 3 | X | Small Growth |
| OGGFX | JPMorgan Small Cap Growth I | Owns companies we recommend for divestment | 3 | 2 | 0 | 3 | X | Small Growth |
| OSGCX | JPMorgan Small Cap Growth C | Owns companies we recommend for divestment | 3 | 2 | 0 | 3 | X | Small Growth |
| PGSGX | JPMorgan Small Cap Growth A | Owns companies we recommend for divestment | 3 | 2 | 0 | 3 | X | Small Growth |
| JMVYX | JPMorgan Mid Cap Value R6 | Owns companies we recommend for divestment | 3 | 4 | 2 | 5 | X | Mid-Cap Value |
| JMVRX | JPMorgan Mid Cap Value R5 | Owns companies we recommend for divestment | 3 | 4 | 2 | 5 | X | Mid-Cap Value |
| JMVQX | JPMorgan Mid Cap Value R4 | Owns companies we recommend for divestment | 3 | 4 | 2 | 5 | X | Mid-Cap Value |
| JMVPX | JPMorgan Mid Cap Value R3 | Owns companies we recommend for divestment | 3 | 4 | 2 | 5 | X | Mid-Cap Value |
| FLMVX | JPMorgan Mid Cap Value L | Owns companies we recommend for divestment | 3 | 4 | 2 | 5 | X | Mid-Cap Value |
| PSOPX | JPMorgan Small Cap Value I | Owns companies we recommend for divestment | 3 | 2 | 4 | 5 | X | Small Value |
| JMVSX | JPMorgan Mid Cap Value I | Owns companies we recommend for divestment | 3 | 4 | 2 | 5 | X | Mid-Cap Value |
| JCMVX | JPMorgan Mid Cap Value C | Owns companies we recommend for divestment | 3 | 4 | 2 | 5 | X | Mid-Cap Value |
| JAMCX | JPMorgan Mid Cap Value A | Owns companies we recommend for divestment | 3 | 4 | 2 | 5 | X | Mid-Cap Value |
| JMGMX | JPMorgan Mid Cap Growth R6 | Owns companies we recommend for divestment | 3 | 3 | 2 | 4 | X | Mid-Cap Growth |
| JMGFX | JPMorgan Mid Cap Growth R5 | Owns companies we recommend for divestment | 3 | 3 | 2 | 4 | X | Mid-Cap Growth |
| JMGQX | JPMorgan Mid Cap Growth R4 | Owns companies we recommend for divestment | 3 | 3 | 2 | 4 | X | Mid-Cap Growth |
| JMGPX | JPMorgan Mid Cap Growth R3 | Owns companies we recommend for divestment | 3 | 3 | 2 | 4 | X | Mid-Cap Growth |
| JMGZX | JPMorgan Mid Cap Growth R2 | Owns companies we recommend for divestment | 3 | 3 | 2 | 4 | X | Mid-Cap Growth |
| HLGEX | JPMorgan Mid Cap Growth I | Owns companies we recommend for divestment | 3 | 3 | 2 | 4 | X | Mid-Cap Growth |
| OMGCX | JPMorgan Mid Cap Growth C | Owns companies we recommend for divestment | 3 | 3 | 2 | 4 | X | Mid-Cap Growth |
| OSGIX | JPMorgan Mid Cap Growth A | Owns companies we recommend for divestment | 3 | 3 | 2 | 4 | X | Mid-Cap Growth |
| JNVMX | JPMorgan International Value R6 | Owns companies we recommend for divestment | 3 | 4 | 5 | 4 | X | Foreign Large Value |
| JPVRX | JPMorgan International Value R5 | Owns companies we recommend for divestment | 3 | 4 | 5 | 4 | X | Foreign Large Value |
| JPVZX | JPMorgan International Value R2 | Owns companies we recommend for divestment | 3 | 4 | 5 | 4 | X | Foreign Large Value |
| OSVCX | JPMorgan Small Cap Value C | Owns companies we recommend for divestment | 3 | 2 | 4 | 5 | X | Small Value |
| JSVZX | JPMorgan Small Cap Value R2 | Owns companies we recommend for divestment | 3 | 2 | 4 | 5 | X | Small Value |
| JIESX | JPMorgan International Value I | Owns companies we recommend for divestment | 3 | 4 | 5 | 4 | X | Foreign Large Value |
| JUSPX | JPMorgan US Small Company R3 | Owns companies we recommend for divestment | 3 | 3 | 4 | 6 | X | Small Blend |
| BRUNX | MFS Blended Research Value Equity R6 | Owns companies we recommend for divestment | 3 | 9 | 11 | 16 | X | Large Value |
| BRUMX | MFS Blended Research Value Equity R4 | Owns companies we recommend for divestment | 3 | 9 | 11 | 16 | X | Large Value |
| BRULX | MFS Blended Research Value Equity R3 | Owns companies we recommend for divestment | 3 | 9 | 11 | 16 | X | Large Value |
| BRUKX | MFS Blended Research Value Equity R2 | Owns companies we recommend for divestment | 3 | 9 | 11 | 16 | X | Large Value |
| BRUJX | MFS Blended Research Value Equity R1 | Owns companies we recommend for divestment | 3 | 9 | 11 | 16 | X | Large Value |
| BRUHX | MFS Blended Research Value Equity I | Owns companies we recommend for divestment | 3 | 9 | 11 | 16 | X | Large Value |
| BRUGX | MFS Blended Research Value Equity C | Owns companies we recommend for divestment | 3 | 9 | 11 | 16 | X | Large Value |
| BRUEX | MFS Blended Research Value Equity B | Owns companies we recommend for divestment | 3 | 9 | 11 | 16 | X | Large Value |
| BRUDX | MFS Blended Research Value Equity A | Owns companies we recommend for divestment | 3 | 9 | 11 | 16 | X | Large Value |
| LSMNX | Loomis Sayles Small/Mid Cap Growth N | Owns companies we recommend for divestment | 3 | 2 | 0 | 3 | X | Mid-Cap Growth |
| LSMIX | Loomis Sayles Small/Mid Cap Growth Instl | Owns companies we recommend for divestment | 3 | 2 | 0 | 3 | X | Mid-Cap Growth |
| JUSMX | JPMorgan US Small Company R6 | Owns companies we recommend for divestment | 3 | 3 | 4 | 6 | X | Small Blend |
| JUSYX | JPMorgan US Small Company R5 | Owns companies we recommend for divestment | 3 | 3 | 4 | 6 | X | Small Blend |
| JUSQX | JPMorgan US Small Company R4 | Owns companies we recommend for divestment | 3 | 3 | 4 | 6 | X | Small Blend |
| JSCZX | JPMorgan US Small Company R2 | Owns companies we recommend for divestment | 3 | 3 | 4 | 6 | X | Small Blend |
| JSVPX | JPMorgan Small Cap Value R3 | Owns companies we recommend for divestment | 3 | 2 | 4 | 5 | X | Small Value |
| JUSSX | JPMorgan US Small Company L | Owns companies we recommend for divestment | 3 | 3 | 4 | 6 | X | Small Blend |
| JSCSX | JPMorgan US Small Company I | Owns companies we recommend for divestment | 3 | 3 | 4 | 6 | X | Small Blend |
| JTUCX | JPMorgan US Small Company C | Owns companies we recommend for divestment | 3 | 3 | 4 | 6 | X | Small Blend |
| JTUAX | JPMorgan US Small Company A | Owns companies we recommend for divestment | 3 | 3 | 4 | 6 | X | Small Blend |
| JQUA | JPMorgan US Quality Factor ETF | Owns companies we recommend for divestment | 3 | 7 | 13 | 8 | X | Large Blend |
| JIVMX | JPMorgan U.S. Applied Data Sci Val R6 | Owns companies we recommend for divestment | 3 | 8 | 5 | 9 | X | Large Value |
| JIVRX | JPMorgan U.S. Applied Data Sci Val R5 | Owns companies we recommend for divestment | 3 | 8 | 5 | 9 | X | Large Value |
| JIVZX | JPMorgan U.S. Applied Data Sci Val R2 | Owns companies we recommend for divestment | 3 | 8 | 5 | 9 | X | Large Value |
| JPIVX | JPMorgan U.S. Applied Data Sci Val I | Owns companies we recommend for divestment | 3 | 8 | 5 | 9 | X | Large Value |
| JIVCX | JPMorgan U.S. Applied Data Sci Val C | Owns companies we recommend for divestment | 3 | 8 | 5 | 9 | X | Large Value |
| JIVAX | JPMorgan U.S. Applied Data Sci Val A | Owns companies we recommend for divestment | 3 | 8 | 5 | 9 | X | Large Value |
| JSVUX | JPMorgan Small Cap Value R6 | Owns companies we recommend for divestment | 3 | 2 | 4 | 5 | X | Small Value |
| JSVRX | JPMorgan Small Cap Value R5 | Owns companies we recommend for divestment | 3 | 2 | 4 | 5 | X | Small Value |
| JSVQX | JPMorgan Small Cap Value R4 | Owns companies we recommend for divestment | 3 | 2 | 4 | 5 | X | Small Value |
| JNUSX | JPMorgan International Value L | Owns companies we recommend for divestment | 3 | 4 | 5 | 4 | X | Foreign Large Value |
| JIUCX | JPMorgan International Value C | Owns companies we recommend for divestment | 3 | 4 | 5 | 4 | X | Foreign Large Value |
| JBALX | Janus Henderson Balanced I | Owns companies we recommend for divestment | 3 | 6 | 6 | 11 | X | Allocation--50% to 70% Equity |
| JSMGX | Janus Henderson Triton I | Owns companies we recommend for divestment | 3 | 2 | 1 | 3 | X | Small Growth |
| JDVFX | JHancock Disciplined Value R4 | Owns companies we recommend for divestment | 3 | 6 | 6 | 8 | X | Large Value |
| JDVPX | JHancock Disciplined Value R2 | Owns companies we recommend for divestment | 3 | 6 | 6 | 8 | X | Large Value |
| JDVNX | JHancock Disciplined Value NAV | Owns companies we recommend for divestment | 3 | 6 | 6 | 8 | X | Large Value |
| JVLIX | JHancock Disciplined Value I | Owns companies we recommend for divestment | 3 | 6 | 6 | 8 | X | Large Value |
| JVLCX | JHancock Disciplined Value C | Owns companies we recommend for divestment | 3 | 6 | 6 | 8 | X | Large Value |
| JVLAX | JHancock Disciplined Value A | Owns companies we recommend for divestment | 3 | 6 | 6 | 8 | X | Large Value |
| Janus Henderson VIT Global Rsrch Svc | Owns companies we recommend for divestment | 3 | 6 | 6 | 10 | X | Global Large-Stock Growth |
| JAWGX | Janus Henderson VIT Global Rsrch Instl | Owns companies we recommend for divestment | 3 | 6 | 6 | 10 | X | Global Large-Stock Growth |
| Janus Henderson VIT Balanced Svc | Owns companies we recommend for divestment | 3 | 6 | 6 | 11 | X | Allocation--50% to 70% Equity |
| JABLX | Janus Henderson VIT Balanced Instl | Owns companies we recommend for divestment | 3 | 6 | 6 | 11 | X | Allocation--50% to 70% Equity |
| JATTX | Janus Henderson Triton T | Owns companies we recommend for divestment | 3 | 2 | 1 | 3 | X | Small Growth |
| JGMIX | Janus Henderson Triton S | Owns companies we recommend for divestment | 3 | 2 | 1 | 3 | X | Small Growth |
| JGMRX | Janus Henderson Triton R | Owns companies we recommend for divestment | 3 | 2 | 1 | 3 | X | Small Growth |
| JGMNX | Janus Henderson Triton N | Owns companies we recommend for divestment | 3 | 2 | 1 | 3 | X | Small Growth |
| JANIX | Janus Henderson Triton D | Owns companies we recommend for divestment | 3 | 2 | 1 | 3 | X | Small Growth |
| JDVWX | JHancock Disciplined Value R6 | Owns companies we recommend for divestment | 3 | 6 | 6 | 8 | X | Large Value |
| JGMCX | Janus Henderson Triton C | Owns companies we recommend for divestment | 3 | 2 | 1 | 3 | X | Small Growth |
| JGMAX | Janus Henderson Triton A | Owns companies we recommend for divestment | 3 | 2 | 1 | 3 | X | Small Growth |
| JAWWX | Janus Henderson Global Research T | Owns companies we recommend for divestment | 3 | 6 | 6 | 10 | X | Global Large-Stock Growth |
| JWGRX | Janus Henderson Global Research S | Owns companies we recommend for divestment | 3 | 6 | 6 | 10 | X | Global Large-Stock Growth |
| JDWRX | Janus Henderson Global Research R | Owns companies we recommend for divestment | 3 | 6 | 6 | 10 | X | Global Large-Stock Growth |
| JDWNX | Janus Henderson Global Research N | Owns companies we recommend for divestment | 3 | 6 | 6 | 10 | X | Global Large-Stock Growth |
| JWWFX | Janus Henderson Global Research I | Owns companies we recommend for divestment | 3 | 6 | 6 | 10 | X | Global Large-Stock Growth |
| JANWX | Janus Henderson Global Research D | Owns companies we recommend for divestment | 3 | 6 | 6 | 10 | X | Global Large-Stock Growth |
| JWWCX | Janus Henderson Global Research C | Owns companies we recommend for divestment | 3 | 6 | 6 | 10 | X | Global Large-Stock Growth |
| JDWAX | Janus Henderson Global Research A | Owns companies we recommend for divestment | 3 | 6 | 6 | 10 | X | Global Large-Stock Growth |
| JABAX | Janus Henderson Balanced T | Owns companies we recommend for divestment | 3 | 6 | 6 | 11 | X | Allocation--50% to 70% Equity |
| JABRX | Janus Henderson Balanced S | Owns companies we recommend for divestment | 3 | 6 | 6 | 11 | X | Allocation--50% to 70% Equity |
| JDBRX | Janus Henderson Balanced R | Owns companies we recommend for divestment | 3 | 6 | 6 | 11 | X | Allocation--50% to 70% Equity |
| JABNX | Janus Henderson Balanced N | Owns companies we recommend for divestment | 3 | 6 | 6 | 11 | X | Allocation--50% to 70% Equity |
| JDVVX | JHancock Disciplined Value R5 | Owns companies we recommend for divestment | 3 | 6 | 6 | 8 | X | Large Value |
| JEVAX | JHancock Emerging Markets A | Owns companies we recommend for divestment | 3 | 0 | 11 | 0 | X | Diversified Emerging Mkts |
| JFEAX | JPMorgan International Value A | Owns companies we recommend for divestment | 3 | 4 | 5 | 4 | X | Foreign Large Value |
| JNL/Lazard International Strategic Eq A | Owns companies we recommend for divestment | 3 | 1 | 2 | 4 | X | Foreign Large Blend |
| JIRE | JPMorgan International Rsrch Enh Eq ETF | Owns companies we recommend for divestment | 3 | 4 | 8 | 7 | X | Foreign Large Blend |
| JPMorgan Insurance Tr Mid Cap Value 1 | Owns companies we recommend for divestment | 3 | 4 | 2 | 5 | X | Mid-Cap Value |
| JPSE | JPMorgan Divers Ret US Small Cap Eq ETF | Owns companies we recommend for divestment | 3 | 4 | 2 | 4 | X | Small Blend |
| JNL/WMC Value I | Owns companies we recommend for divestment | 3 | 5 | 5 | 7 | X | Large Value |
| JNL/WMC Value A | Owns companies we recommend for divestment | 3 | 5 | 5 | 7 | X | Large Value |
| JNL/WMC Equity Income I | Owns companies we recommend for divestment | 3 | 3 | 6 | 5 | X | Large Value |
| JNL/WMC Equity Income A | Owns companies we recommend for divestment | 3 | 3 | 6 | 5 | X | Large Value |
| JNL/WMC Balanced I | Owns companies we recommend for divestment | 3 | 5 | 6 | 10 | X | Allocation--50% to 70% Equity |
| JNL/WMC Balanced A | Owns companies we recommend for divestment | 3 | 5 | 6 | 10 | X | Allocation--50% to 70% Equity |
| JNL/T. Rowe Price Mid-Cap Growth I | Owns companies we recommend for divestment | 3 | 1 | 1 | 5 | X | Mid-Cap Growth |
| JNL/T. Rowe Price Mid-Cap Growth A | Owns companies we recommend for divestment | 3 | 1 | 1 | 5 | X | Mid-Cap Growth |
| JNL/Mellon Dow Index I | Owns companies we recommend for divestment | 3 | 4 | 6 | 4 | X | Large Value |
| JNL/Mellon Dow Index A | Owns companies we recommend for divestment | 3 | 4 | 6 | 4 | X | Large Value |
| JNL/Lazard International Strategic Eq I | Owns companies we recommend for divestment | 3 | 1 | 2 | 4 | X | Foreign Large Blend |
| JNL/JPMorgan MidCap Growth I | Owns companies we recommend for divestment | 3 | 3 | 2 | 4 | X | Mid-Cap Growth |
| JEVCX | JHancock Emerging Markets C | Owns companies we recommend for divestment | 3 | 0 | 11 | 0 | X | Diversified Emerging Mkts |
| JNL/JPMorgan MidCap Growth A | Owns companies we recommend for divestment | 3 | 3 | 2 | 4 | X | Mid-Cap Growth |
| JNL Small Cap Index I | Owns companies we recommend for divestment | 3 | 3 | 3 | 6 | X | Small Blend |
| JMVNX | JHFunds2 Mid Value NAV | Owns companies we recommend for divestment | 3 | 4 | 4 | 5 | X | Mid-Cap Value |
| JSCCX | JHancock Small Cap Value R6 | Owns companies we recommend for divestment | 3 | 2 | 1 | 3 | X | Small Value |
| JSCNX | JHancock Small Cap Value NAV | Owns companies we recommend for divestment | 3 | 2 | 1 | 3 | X | Small Value |
| JSCBX | JHancock Small Cap Value I | Owns companies we recommend for divestment | 3 | 2 | 1 | 3 | X | Small Value |
| JSCAX | JHancock Small Cap Value A | Owns companies we recommend for divestment | 3 | 2 | 1 | 3 | X | Small Value |
| JRGRX | JHancock Regional Bank R6 | Owns companies we recommend for divestment | 3 | 10 | 0 | 10 | X | Financial |
| JRBFX | JHancock Regional Bank I | Owns companies we recommend for divestment | 3 | 10 | 0 | 10 | X | Financial |
| FRBCX | JHancock Regional Bank C | Owns companies we recommend for divestment | 3 | 10 | 0 | 10 | X | Financial |
| FRBAX | JHancock Regional Bank A | Owns companies we recommend for divestment | 3 | 10 | 0 | 10 | X | Financial |
| JEVRX | JHancock Emerging Markets R6 | Owns companies we recommend for divestment | 3 | 0 | 11 | 0 | X | Diversified Emerging Mkts |
| JEVNX | JHancock Emerging Markets NAV | Owns companies we recommend for divestment | 3 | 0 | 11 | 0 | X | Diversified Emerging Mkts |
| JEVIX | JHancock Emerging Markets I | Owns companies we recommend for divestment | 3 | 0 | 11 | 0 | X | Diversified Emerging Mkts |
| FBCV | Fidelity® Blue Chip Value ETF | Owns companies we recommend for divestment | 4 | 7 | 7 | 8 | X | Large Value |
| FDEKX | Fidelity® Disciplined Equity K | Owns companies we recommend for divestment | 4 | 7 | 9 | 14 | X | Large Growth |
| LMBMX | Franklin U.S. Small Cap Equity IS | Owns companies we recommend for divestment | 3 | 5 | 2 | 4 | X | Small Blend |
| RAFFX | American Funds AMCAP R5 | Owns companies we recommend for divestment | 5 | 8 | 8 | 11 | X | Large Growth |
| RERAX | American Funds Europacific Growth R1 | Owns companies we recommend for divestment | 5 | 3 | 10 | 4 | X | Foreign Large Growth |
| FEUPX | American Funds Europacific Growth F3 | Owns companies we recommend for divestment | 5 | 3 | 10 | 4 | X | Foreign Large Growth |
| AEPFX | American Funds Europacific Growth F2 | Owns companies we recommend for divestment | 5 | 3 | 10 | 4 | X | Foreign Large Growth |
| AEGFX | American Funds Europacific Growth F1 | Owns companies we recommend for divestment | 5 | 3 | 10 | 4 | X | Foreign Large Growth |
| AEPCX | American Funds Europacific Growth C | Owns companies we recommend for divestment | 5 | 3 | 10 | 4 | X | Foreign Large Growth |
| AEPGX | American Funds Europacific Growth A | Owns companies we recommend for divestment | 5 | 3 | 10 | 4 | X | Foreign Large Growth |
| FEPUX | American Funds Europacific Growth 529F3 | Owns companies we recommend for divestment | 5 | 3 | 10 | 4 | X | Foreign Large Growth |
| FUEPX | American Funds Europacific Growth 529F2 | Owns companies we recommend for divestment | 5 | 3 | 10 | 4 | X | Foreign Large Growth |
| CEUFX | American Funds Europacific Growth 529F1 | Owns companies we recommend for divestment | 5 | 3 | 10 | 4 | X | Foreign Large Growth |
| CEUEX | American Funds Europacific Growth 529E | Owns companies we recommend for divestment | 5 | 3 | 10 | 4 | X | Foreign Large Growth |
| CEUCX | American Funds Europacific Growth 529C | Owns companies we recommend for divestment | 5 | 3 | 10 | 4 | X | Foreign Large Growth |
| CEUAX | American Funds Europacific Growth 529A | Owns companies we recommend for divestment | 5 | 3 | 10 | 4 | X | Foreign Large Growth |
| RAFGX | American Funds AMCAP R6 | Owns companies we recommend for divestment | 5 | 8 | 8 | 11 | X | Large Growth |
| RAEFX | American Funds AMCAP R5E | Owns companies we recommend for divestment | 5 | 8 | 8 | 11 | X | Large Growth |
| RAFEX | American Funds AMCAP R4 | Owns companies we recommend for divestment | 5 | 8 | 8 | 11 | X | Large Growth |
| REEBX | American Funds Europacific Growth R2E | Owns companies we recommend for divestment | 5 | 3 | 10 | 4 | X | Foreign Large Growth |
| RAFCX | American Funds AMCAP R3 | Owns companies we recommend for divestment | 5 | 8 | 8 | 11 | X | Large Growth |
| RAEBX | American Funds AMCAP R2E | Owns companies we recommend for divestment | 5 | 8 | 8 | 11 | X | Large Growth |
| RAFBX | American Funds AMCAP R2 | Owns companies we recommend for divestment | 5 | 8 | 8 | 11 | X | Large Growth |
| RAFAX | American Funds AMCAP R1 | Owns companies we recommend for divestment | 5 | 8 | 8 | 11 | X | Large Growth |
| FMACX | American Funds AMCAP F3 | Owns companies we recommend for divestment | 5 | 8 | 8 | 11 | X | Large Growth |
| AMCFX | American Funds AMCAP F2 | Owns companies we recommend for divestment | 5 | 8 | 8 | 11 | X | Large Growth |
| AMPFX | American Funds AMCAP F1 | Owns companies we recommend for divestment | 5 | 8 | 8 | 11 | X | Large Growth |
| AMPCX | American Funds AMCAP C | Owns companies we recommend for divestment | 5 | 8 | 8 | 11 | X | Large Growth |
| AMCPX | American Funds AMCAP A | Owns companies we recommend for divestment | 5 | 8 | 8 | 11 | X | Large Growth |
| CAFFX | American Funds AMCAP 529F1 | Owns companies we recommend for divestment | 5 | 8 | 8 | 11 | X | Large Growth |
| CAFEX | American Funds AMCAP 529E | Owns companies we recommend for divestment | 5 | 8 | 8 | 11 | X | Large Growth |
| CAFCX | American Funds AMCAP 529C | Owns companies we recommend for divestment | 5 | 8 | 8 | 11 | X | Large Growth |
| CAFAX | American Funds AMCAP 529A | Owns companies we recommend for divestment | 5 | 8 | 8 | 11 | X | Large Growth |
| FMCMX | American Funds AMCAP 529-F-3 | Owns companies we recommend for divestment | 5 | 8 | 8 | 11 | X | Large Growth |
| RERBX | American Funds Europacific Growth R2 | Owns companies we recommend for divestment | 5 | 3 | 10 | 4 | X | Foreign Large Growth |
| RERCX | American Funds Europacific Growth R3 | Owns companies we recommend for divestment | 5 | 3 | 10 | 4 | X | Foreign Large Growth |
| AUURX | AB Select US Equity R | Owns companies we recommend for divestment | 5 | 9 | 11 | 12 | X | Large Blend |
| MSDVX | BlackRock Equity Dividend Svc | Owns companies we recommend for divestment | 5 | 9 | 7 | 12 | X | Large Value |
| FDETX | Fidelity Advisor® Capital Development O | Owns companies we recommend for divestment | 5 | 13 | 16 | 17 | X | Large Value |
| FDTZX | Fidelity Advisor® Capital Development M | Owns companies we recommend for divestment | 5 | 13 | 16 | 17 | X | Large Value |
| FDEIX | Fidelity Advisor® Capital Development I | Owns companies we recommend for divestment | 5 | 13 | 16 | 17 | X | Large Value |
| FDECX | Fidelity Advisor® Capital Development C | Owns companies we recommend for divestment | 5 | 13 | 16 | 17 | X | Large Value |
| FDTTX | Fidelity Advisor® Capital Development A | Owns companies we recommend for divestment | 5 | 13 | 16 | 17 | X | Large Value |
| DUSLX | DFA US Large Cap Growth Instl | Owns companies we recommend for divestment | 5 | 3 | 7 | 9 | X | Large Growth |
| DURPX | DFA US Hi Relatv Profitability Instl | Owns companies we recommend for divestment | 5 | 5 | 9 | 8 | X | Large Blend |
| CUSEX | Capital Group US Equity | Owns companies we recommend for divestment | 5 | 7 | 5 | 10 | X | Large Growth |
| CGDV | Capital Group Dividend Value ETF | Owns companies we recommend for divestment | 5 | 3 | 8 | 6 | X | Large Value |
| MRLOX | BlackRock Global Allocation R | Owns companies we recommend for divestment | 5 | 16 | 22 | 19 | X | Global Allocation |
| MKLOX | BlackRock Global Allocation K | Owns companies we recommend for divestment | 5 | 16 | 22 | 19 | X | Global Allocation |
| MCLOX | BlackRock Global Allocation Inv C | Owns companies we recommend for divestment | 5 | 16 | 22 | 19 | X | Global Allocation |
| MDLOX | BlackRock Global Allocation Inv A | Owns companies we recommend for divestment | 5 | 16 | 22 | 19 | X | Global Allocation |
| MALOX | BlackRock Global Allocation Instl | Owns companies we recommend for divestment | 5 | 16 | 22 | 19 | X | Global Allocation |
| MRDVX | BlackRock Equity Dividend R | Owns companies we recommend for divestment | 5 | 9 | 7 | 12 | X | Large Value |
| REREX | American Funds Europacific Growth R4 | Owns companies we recommend for divestment | 5 | 3 | 10 | 4 | X | Foreign Large Growth |
| MKDVX | BlackRock Equity Dividend K | Owns companies we recommend for divestment | 5 | 9 | 7 | 12 | X | Large Value |
| MCDVX | BlackRock Equity Dividend Inv C | Owns companies we recommend for divestment | 5 | 9 | 7 | 12 | X | Large Value |
| MDDVX | BlackRock Equity Dividend Inv A | Owns companies we recommend for divestment | 5 | 9 | 7 | 12 | X | Large Value |
| MADVX | BlackRock Equity Dividend Instl | Owns companies we recommend for divestment | 5 | 9 | 7 | 12 | X | Large Value |
| BKDUX | BlackRock Defensive Advantage US K | Owns companies we recommend for divestment | 5 | 6 | 6 | 10 | X | Large Blend |
| BADUX | BlackRock Defensive Advantage US Inv A | Owns companies we recommend for divestment | 5 | 6 | 6 | 10 | X | Large Blend |
| BIDUX | BlackRock Defensive Advantage US Instl | Owns companies we recommend for divestment | 5 | 6 | 6 | 10 | X | Large Blend |
| BKDIX | BlackRock Defensive Advantage Intl K | Owns companies we recommend for divestment | 5 | 0 | 7 | 2 | X | Foreign Large Blend |
| BDAAX | BlackRock Defensive Advantage Intl Inv A | Owns companies we recommend for divestment | 5 | 0 | 7 | 2 | X | Foreign Large Blend |
| BDAYX | BlackRock Defensive Advantage Intl Instl | Owns companies we recommend for divestment | 5 | 0 | 7 | 2 | X | Foreign Large Blend |
| ARKX | ARK Space Exploration & Innovation ETF | Owns companies we recommend for divestment | 5 | 1 | 5 | 10 | X | Technology |
| RERGX | American Funds Europacific Growth R6 | Owns companies we recommend for divestment | 5 | 3 | 10 | 4 | X | Foreign Large Growth |
| RERHX | American Funds Europacific Growth R5E | Owns companies we recommend for divestment | 5 | 3 | 10 | 4 | X | Foreign Large Growth |
| RERFX | American Funds Europacific Growth R5 | Owns companies we recommend for divestment | 5 | 3 | 10 | 4 | X | Foreign Large Growth |
| FMMMX | American Funds AMCAP 529-F-2 | Owns companies we recommend for divestment | 5 | 8 | 8 | 11 | X | Large Growth |
| AUUKX | AB Select US Equity K | Owns companies we recommend for divestment | 5 | 9 | 11 | 12 | X | Large Blend |
| FDTCX | Fidelity Advisor® Diversified Stock C | Owns companies we recommend for divestment | 5 | 8 | 12 | 13 | X | Large Growth |
| MYIMX | Victory Integrity Mid-Cap Value Y | Owns companies we recommend for divestment | 4 | 5 | 3 | 5 | X | Mid-Cap Value |
| NTKLX | Voya Multi-Manager International Sm Cp A | Owns companies we recommend for divestment | 4 | 2 | 5 | 1 | X | Foreign Small/Mid Blend |
| CSA | VictoryShares US Small Cap Vol Wtd ETF | Owns companies we recommend for divestment | 4 | 3 | 3 | 6 | X | Small Blend |
| VSMV | VictoryShares US Mult-Fctr Mnmm Vltl ETF | Owns companies we recommend for divestment | 4 | 3 | 4 | 5 | X | Large Value |
| CSF | VictoryShares US Discv Enh Vol Wtd ETF | Owns companies we recommend for divestment | 4 | 3 | 3 | 6 | X | Small Blend |
| VEVYX | Victory Sycamore Established Value Y | Owns companies we recommend for divestment | 4 | 1 | 4 | 3 | X | Mid-Cap Value |
| VEVRX | Victory Sycamore Established Value R6 | Owns companies we recommend for divestment | 4 | 1 | 4 | 3 | X | Mid-Cap Value |
| GETGX | Victory Sycamore Established Value R | Owns companies we recommend for divestment | 4 | 1 | 4 | 3 | X | Mid-Cap Value |
| VEVIX | Victory Sycamore Established Value I | Owns companies we recommend for divestment | 4 | 1 | 4 | 3 | X | Mid-Cap Value |
| VEVCX | Victory Sycamore Established Value C | Owns companies we recommend for divestment | 4 | 1 | 4 | 3 | X | Mid-Cap Value |
| VETAX | Victory Sycamore Established Value A | Owns companies we recommend for divestment | 4 | 1 | 4 | 3 | X | Mid-Cap Value |
| MYISX | Victory Integrity Small/Mid-Cap Value Y | Owns companies we recommend for divestment | 4 | 2 | 2 | 4 | X | Mid-Cap Value |
| MIRSX | Victory Integrity Small/Mid-Cap Value R6 | Owns companies we recommend for divestment | 4 | 2 | 2 | 4 | X | Mid-Cap Value |
| MMMSX | Victory Integrity Small/Mid-Cap Value Mb | Owns companies we recommend for divestment | 4 | 2 | 2 | 4 | X | Mid-Cap Value |
| MAISX | Victory Integrity Small/Mid-Cap Value A | Owns companies we recommend for divestment | 4 | 2 | 2 | 4 | X | Mid-Cap Value |
| MRIMX | Victory Integrity Mid-Cap Value R6 | Owns companies we recommend for divestment | 4 | 5 | 3 | 5 | X | Mid-Cap Value |
| NAPIX | Voya Multi-Manager International Sm Cp I | Owns companies we recommend for divestment | 4 | 2 | 5 | 1 | X | Foreign Small/Mid Blend |
| MMIJX | Victory Integrity Mid-Cap Value Member | Owns companies we recommend for divestment | 4 | 5 | 3 | 5 | X | Mid-Cap Value |
| MCIMX | Victory Integrity Mid-Cap Value C | Owns companies we recommend for divestment | 4 | 5 | 3 | 5 | X | Mid-Cap Value |
| MAIMX | Victory Integrity Mid-Cap Value A | Owns companies we recommend for divestment | 4 | 5 | 3 | 5 | X | Mid-Cap Value |
| VITAX | Vanguard Information Technology Idx Adm | Owns companies we recommend for divestment | 4 | 3 | 10 | 9 | X | Technology |
| VGT | Vanguard Information Technology ETF | Owns companies we recommend for divestment | 4 | 3 | 10 | 9 | X | Technology |
| VIGRX | Vanguard Growth Index Investor | Owns companies we recommend for divestment | 4 | 4 | 11 | 12 | X | Large Growth |
| VIGIX | Vanguard Growth Index Institutional | Owns companies we recommend for divestment | 4 | 4 | 11 | 12 | X | Large Growth |
| VIGAX | Vanguard Growth Index Admiral | Owns companies we recommend for divestment | 4 | 4 | 11 | 12 | X | Large Growth |
| VUG | Vanguard Growth ETF | Owns companies we recommend for divestment | 4 | 4 | 11 | 12 | X | Large Growth |
| VGRNX | Vanguard Global ex-US Real Est Idx Ins | Owns companies we recommend for divestment | 4 | 0 | 5 | 0 | X | Global Real Estate |
| VGRLX | Vanguard Global ex-US Real Est Idx Adm | Owns companies we recommend for divestment | 4 | 0 | 5 | 0 | X | Global Real Estate |
| VNQI | Vanguard Global ex-US Real Est ETF | Owns companies we recommend for divestment | 4 | 0 | 5 | 0 | X | Global Real Estate |
| VFAIX | Vanguard Financials Index Admiral | Owns companies we recommend for divestment | 4 | 14 | 0 | 13 | X | Financial |
| VFH | Vanguard Financials ETF | Owns companies we recommend for divestment | 4 | 14 | 0 | 13 | X | Financial |
| NARCX | Voya Multi-Manager International Sm Cp C | Owns companies we recommend for divestment | 4 | 2 | 5 | 1 | X | Foreign Small/Mid Blend |
| ISCWX | Voya Multi-Manager International Sm Cp W | Owns companies we recommend for divestment | 4 | 2 | 5 | 1 | X | Foreign Small/Mid Blend |
| AUUIX | AB Select US Equity I | Owns companies we recommend for divestment | 5 | 9 | 11 | 12 | X | Large Blend |
| IJSTX | VY® JPMorgan Small Cap Core Equity S2 | Owns companies we recommend for divestment | 4 | 4 | 4 | 6 | X | Small Blend |
| AUUCX | AB Select US Equity C | Owns companies we recommend for divestment | 5 | 9 | 11 | 12 | X | Large Blend |
| AUUYX | AB Select US Equity Advisor | Owns companies we recommend for divestment | 5 | 9 | 11 | 12 | X | Large Blend |
| AUUAX | AB Select US Equity A | Owns companies we recommend for divestment | 5 | 9 | 11 | 12 | X | Large Blend |
| SNPV | Xtrackers S&P ESG Value ETF | Owns companies we recommend for divestment | 4 | 11 | 11 | 13 | V | Large Value |
| EASG | Xtrackers MSCI EAFE ESG Leaders Eq ETF | Owns companies we recommend for divestment | 4 | 2 | 9 | 4 | V | Foreign Large Blend |
| ITETX | VY® T. Rowe Price Equity Income S2 | Owns companies we recommend for divestment | 4 | 11 | 9 | 10 | X | Large Value |
| IRPSX | VY® T. Rowe Price Equity Income S | Owns companies we recommend for divestment | 4 | 11 | 9 | 10 | X | Large Value |
| ITEIX | VY® T. Rowe Price Equity Income I | Owns companies we recommend for divestment | 4 | 11 | 9 | 10 | X | Large Value |
| ITEAX | VY® T. Rowe Price Equity Income A | Owns companies we recommend for divestment | 4 | 11 | 9 | 10 | X | Large Value |
| IAXTX | VY® T. Rowe Price Divers Mid Cap Gr S2 | Owns companies we recommend for divestment | 4 | 3 | 2 | 6 | X | Mid-Cap Growth |
| IAXSX | VY® T. Rowe Price Divers Mid Cap Gr S | Owns companies we recommend for divestment | 4 | 3 | 2 | 6 | X | Mid-Cap Growth |
| VYRIX | VY® T. Rowe Price Divers Mid Cap Gr R6 | Owns companies we recommend for divestment | 4 | 3 | 2 | 6 | X | Mid-Cap Growth |
| IAXIX | VY® T. Rowe Price Divers Mid Cap Gr I | Owns companies we recommend for divestment | 4 | 3 | 2 | 6 | X | Mid-Cap Growth |
| IAXAX | VY® T. Rowe Price Divers Mid Cap Gr A | Owns companies we recommend for divestment | 4 | 3 | 2 | 6 | X | Mid-Cap Growth |
| IJSSX | VY® JPMorgan Small Cap Core Equity S | Owns companies we recommend for divestment | 4 | 4 | 4 | 6 | X | Small Blend |
| VVJFX | Voya Multi-Manager Intl Sm Cp R6 | Owns companies we recommend for divestment | 4 | 2 | 5 | 1 | X | Foreign Small/Mid Blend |
| VPRSX | VY® JPMorgan Small Cap Core Equity R6 | Owns companies we recommend for divestment | 4 | 4 | 4 | 6 | X | Small Blend |
| IJSIX | VY® JPMorgan Small Cap Core Equity I | Owns companies we recommend for divestment | 4 | 4 | 4 | 6 | X | Small Blend |
| IJSAX | VY® JPMorgan Small Cap Core Equity A | Owns companies we recommend for divestment | 4 | 4 | 4 | 6 | X | Small Blend |
| IVITX | VY® Invesco Growth and Income S2 | Owns companies we recommend for divestment | 4 | 8 | 10 | 9 | X | Large Value |
| IVGSX | VY® Invesco Growth and Income S | Owns companies we recommend for divestment | 4 | 8 | 10 | 9 | X | Large Value |
| IVGIX | VY® Invesco Growth and Income I | Owns companies we recommend for divestment | 4 | 8 | 10 | 9 | X | Large Value |
| IVGAX | VY® Invesco Growth and Income A | Owns companies we recommend for divestment | 4 | 8 | 10 | 9 | X | Large Value |
| IVIPX | VY® Invesco Equity and Income S2 | Owns companies we recommend for divestment | 4 | 9 | 10 | 10 | X | Allocation--70% to 85% Equity |
| IUASX | VY® Invesco Equity and Income S | Owns companies we recommend for divestment | 4 | 9 | 10 | 10 | X | Allocation--70% to 85% Equity |
| IUAIX | VY® Invesco Equity and Income I | Owns companies we recommend for divestment | 4 | 9 | 10 | 10 | X | Allocation--70% to 85% Equity |
| IUAAX | VY® Invesco Equity and Income A | Owns companies we recommend for divestment | 4 | 9 | 10 | 10 | X | Allocation--70% to 85% Equity |
| IRGVX | Voya Russell Mid Cap Growth Idx Port S2 | Owns companies we recommend for divestment | 4 | 2 | 4 | 7 | X | Mid-Cap Growth |
| IRGUX | Voya Russell Mid Cap Growth Idx Port S | Owns companies we recommend for divestment | 4 | 2 | 4 | 7 | X | Mid-Cap Growth |
| IRGJX | Voya Russell Mid Cap Growth Idx Port I | Owns companies we recommend for divestment | 4 | 2 | 4 | 7 | X | Mid-Cap Growth |
| FDTOX | Fidelity Advisor® Diversified Stock A | Owns companies we recommend for divestment | 5 | 8 | 12 | 13 | X | Large Growth |
| FDTIX | Fidelity Advisor® Diversified Stock I | Owns companies we recommend for divestment | 5 | 8 | 12 | 13 | X | Large Growth |
| VDIGX | Vanguard Dividend Growth Inv | Owns companies we recommend for divestment | 4 | 3 | 4 | 8 | X | Large Blend |
| LIESX | Franklin International Equity IS | Owns companies we recommend for divestment | 5 | 4 | 7 | 6 | X | Foreign Large Blend |
| GCVIX | Goldman Sachs Large Cp Val Insghts Instl | Owns companies we recommend for divestment | 5 | 7 | 10 | 9 | X | Large Value |
| GCVCX | Goldman Sachs Large Cp Val Insghts C | Owns companies we recommend for divestment | 5 | 7 | 10 | 9 | X | Large Value |
| GCVAX | Goldman Sachs Large Cp Val Insghts A | Owns companies we recommend for divestment | 5 | 7 | 10 | 9 | X | Large Value |
| GINN | Goldman Sachs Innovate Equity ETF | Owns companies we recommend for divestment | 5 | 6 | 19 | 16 | X | Technology |
| GSSC | Goldman Sachs ActiveBeta® US SmCp Eq ETF | Owns companies we recommend for divestment | 5 | 5 | 5 | 8 | X | Small Blend |
| PGEYX | George Putnam Balanced Y | Owns companies we recommend for divestment | 5 | 8 | 11 | 11 | X | Allocation--50% to 70% Equity |
| PGEJX | George Putnam Balanced R6 | Owns companies we recommend for divestment | 5 | 8 | 11 | 11 | X | Allocation--50% to 70% Equity |
| PGELX | George Putnam Balanced R5 | Owns companies we recommend for divestment | 5 | 8 | 11 | 11 | X | Allocation--50% to 70% Equity |
| PGPRX | George Putnam Balanced R | Owns companies we recommend for divestment | 5 | 8 | 11 | 11 | X | Allocation--50% to 70% Equity |
| PGEMX | George Putnam Balanced M | Owns companies we recommend for divestment | 5 | 8 | 11 | 11 | X | Allocation--50% to 70% Equity |
| PGPCX | George Putnam Balanced C | Owns companies we recommend for divestment | 5 | 8 | 11 | 11 | X | Allocation--50% to 70% Equity |
| PGEBX | George Putnam Balanced B | Owns companies we recommend for divestment | 5 | 8 | 11 | 11 | X | Allocation--50% to 70% Equity |
| PGEOX | George Putnam Balanced A | Owns companies we recommend for divestment | 5 | 8 | 11 | 11 | X | Allocation--50% to 70% Equity |
| LMIRX | Franklin International Equity R | Owns companies we recommend for divestment | 5 | 4 | 7 | 6 | X | Foreign Large Blend |
| LGIEX | Franklin International Equity I | Owns companies we recommend for divestment | 5 | 4 | 7 | 6 | X | Foreign Large Blend |
| GMXPX | Goldman Sachs Large Cp Val Insghts P | Owns companies we recommend for divestment | 5 | 7 | 10 | 9 | X | Large Value |
| LGFEX | Franklin International Equity FI | Owns companies we recommend for divestment | 5 | 4 | 7 | 6 | X | Foreign Large Blend |
| LMGEX | Franklin International Equity C | Owns companies we recommend for divestment | 5 | 4 | 7 | 6 | X | Foreign Large Blend |
| LMEAX | Franklin International Equity A | Owns companies we recommend for divestment | 5 | 4 | 7 | 6 | X | Foreign Large Blend |
| LDIFX | Franklin Global Dividend IS | Owns companies we recommend for divestment | 5 | 3 | 9 | 6 | X | Global Large-Stock Value |
| LTTMX | Franklin Global Dividend I | Owns companies we recommend for divestment | 5 | 3 | 9 | 6 | X | Global Large-Stock Value |
| LDIGX | Franklin Global Dividend FI | Owns companies we recommend for divestment | 5 | 3 | 9 | 6 | X | Global Large-Stock Value |
| LGDCX | Franklin Global Dividend C | Owns companies we recommend for divestment | 5 | 3 | 9 | 6 | X | Global Large-Stock Value |
| LGDAX | Franklin Global Dividend A | Owns companies we recommend for divestment | 5 | 3 | 9 | 6 | X | Global Large-Stock Value |
| FEIQX | Franklin Equity Income R6 | Owns companies we recommend for divestment | 5 | 4 | 6 | 7 | X | Large Value |
| FREIX | Franklin Equity Income R | Owns companies we recommend for divestment | 5 | 4 | 6 | 7 | X | Large Value |
| FRETX | Franklin Equity Income C | Owns companies we recommend for divestment | 5 | 4 | 6 | 7 | X | Large Value |
| FEIFX | Franklin Equity Income Adv | Owns companies we recommend for divestment | 5 | 4 | 6 | 7 | X | Large Value |
| FISEX | Franklin Equity Income A | Owns companies we recommend for divestment | 5 | 4 | 6 | 7 | X | Large Value |
| RNMC | First Trust Mid Cap US Equity Select ETF | Owns companies we recommend for divestment | 5 | 5 | 3 | 7 | X | Mid-Cap Blend |
| GCVTX | Goldman Sachs Large Cp Val Insghts Inv | Owns companies we recommend for divestment | 5 | 7 | 10 | 9 | X | Large Value |
| GCVRX | Goldman Sachs Large Cp Val Insghts R | Owns companies we recommend for divestment | 5 | 7 | 10 | 9 | X | Large Value |
| FVDKX | Fidelity® Value Discovery K | Owns companies we recommend for divestment | 5 | 8 | 8 | 10 | X | Large Value |
| DDFRX | Invesco Diversified Dividend R | Owns companies we recommend for divestment | 5 | 6 | 6 | 8 | X | Large Value |
| WPS | iShares International Dev Prpty ETF | Owns companies we recommend for divestment | 5 | 0 | 7 | 0 | X | Global Real Estate |
| IOO | iShares Global 100 ETF | Owns companies we recommend for divestment | 5 | 8 | 16 | 11 | X | Global Large-Stock Blend |
| IQSM | IQ Candriam ESG U.S. Mid Cap Equity ETF | Owns companies we recommend for divestment | 5 | 6 | 1 | 6 | V | Mid-Cap Blend |
| ASMYX | Invesco Summit Y | Owns companies we recommend for divestment | 5 | 3 | 12 | 10 | X | Large Growth |
| SMMSX | Invesco Summit S | Owns companies we recommend for divestment | 5 | 3 | 12 | 10 | X | Large Growth |
| SMISX | Invesco Summit R6 | Owns companies we recommend for divestment | 5 | 3 | 12 | 10 | X | Large Growth |
| SMITX | Invesco Summit R5 | Owns companies we recommend for divestment | 5 | 3 | 12 | 10 | X | Large Growth |
| SMMIX | Invesco Summit P | Owns companies we recommend for divestment | 5 | 3 | 12 | 10 | X | Large Growth |
| CSMMX | Invesco Summit C | Owns companies we recommend for divestment | 5 | 3 | 12 | 10 | X | Large Growth |
| ASMMX | Invesco Summit A | Owns companies we recommend for divestment | 5 | 3 | 12 | 10 | X | Large Growth |
| PRFZ | Invesco FTSE RAFI US 1500 Small-Mid ETF | Owns companies we recommend for divestment | 5 | 5 | 9 | 9 | X | Small Blend |
| LCEYX | Invesco Diversified Dividend Y | Owns companies we recommend for divestment | 5 | 6 | 6 | 8 | X | Large Value |
| LCEFX | Invesco Diversified Dividend R6 | Owns companies we recommend for divestment | 5 | 6 | 6 | 8 | X | Large Value |
| DDFIX | Invesco Diversified Dividend R5 | Owns companies we recommend for divestment | 5 | 6 | 6 | 8 | X | Large Value |
| LCEIX | Invesco Diversified Dividend Investor | Owns companies we recommend for divestment | 5 | 6 | 6 | 8 | X | Large Value |
| GCVUX | Goldman Sachs Large Cp Val Insghts R6 | Owns companies we recommend for divestment | 5 | 7 | 10 | 9 | X | Large Value |
| LCEVX | Invesco Diversified Dividend C | Owns companies we recommend for divestment | 5 | 6 | 6 | 8 | X | Large Value |
| LCEAX | Invesco Diversified Dividend A | Owns companies we recommend for divestment | 5 | 6 | 6 | 8 | X | Large Value |
| WOMN | Impact Shares YWCA Women's Empwrmt ETF | Owns companies we recommend for divestment | 5 | 11 | 12 | 15 | V | Large Blend |
| GCEUX | Green Century Equity Institutional | Owns companies we recommend for divestment | 5 | 11 | 11 | 15 | V | Large Growth |
| GCEQX | Green Century Equity Individual Investor | Owns companies we recommend for divestment | 5 | 11 | 11 | 15 | V | Large Growth |
| GESGX | Gotham ESG Large Value Institutional | Owns companies we recommend for divestment | 5 | 9 | 12 | 12 | V | Large Value |
| GMCUX | Goldman Sachs Small/Mid Cap Value R6 | Owns companies we recommend for divestment | 5 | 3 | 2 | 4 | X | Mid-Cap Blend |
| GMVRX | Goldman Sachs Small/Mid Cap Value R | Owns companies we recommend for divestment | 5 | 3 | 2 | 4 | X | Mid-Cap Blend |
| GSVPX | Goldman Sachs Small/Mid Cap Value P | Owns companies we recommend for divestment | 5 | 3 | 2 | 4 | X | Mid-Cap Blend |
| GMVIX | Goldman Sachs Small/Mid Cap Value Inv | Owns companies we recommend for divestment | 5 | 3 | 2 | 4 | X | Mid-Cap Blend |
| GSMVX | Goldman Sachs Small/Mid Cap Value Instl | Owns companies we recommend for divestment | 5 | 3 | 2 | 4 | X | Mid-Cap Blend |
| GMVCX | Goldman Sachs Small/Mid Cap Value C | Owns companies we recommend for divestment | 5 | 3 | 2 | 4 | X | Mid-Cap Blend |
| GMVAX | Goldman Sachs Small/Mid Cap Value A | Owns companies we recommend for divestment | 5 | 3 | 2 | 4 | X | Mid-Cap Blend |
| GCLSX | Goldman Sachs Large Cp Val Insghts Svc | Owns companies we recommend for divestment | 5 | 7 | 10 | 9 | X | Large Value |
| FDVKX | Fidelity® Value Discovery K6 | Owns companies we recommend for divestment | 5 | 8 | 8 | 10 | X | Large Value |
| FVDFX | Fidelity® Value Discovery | Owns companies we recommend for divestment | 5 | 8 | 8 | 10 | X | Large Value |
| FDTEX | Fidelity Advisor® Diversified Stock M | Owns companies we recommend for divestment | 5 | 8 | 12 | 13 | X | Large Growth |
| FGABX | Fidelity Advisor® Global Equity Inc M | Owns companies we recommend for divestment | 5 | 8 | 10 | 12 | X | Global Large-Stock Blend |
| FCCGX | Fidelity Advisor® Small Cap Growth C | Owns companies we recommend for divestment | 5 | 4 | 1 | 6 | X | Small Growth |
| FCAGX | Fidelity Advisor® Small Cap Growth A | Owns companies we recommend for divestment | 5 | 4 | 1 | 6 | X | Small Growth |
| FMFMX | Fidelity Advisor® Series Equity Gr | Owns companies we recommend for divestment | 5 | 4 | 7 | 8 | X | Large Growth |
| FZALX | Fidelity Advisor® Mega Cap Stock Z | Owns companies we recommend for divestment | 5 | 10 | 12 | 13 | X | Large Blend |
| FTGRX | Fidelity Advisor® Mega Cap Stock M | Owns companies we recommend for divestment | 5 | 10 | 12 | 13 | X | Large Blend |
| FTRIX | Fidelity Advisor® Mega Cap Stock I | Owns companies we recommend for divestment | 5 | 10 | 12 | 13 | X | Large Blend |
| FGRCX | Fidelity Advisor® Mega Cap Stock C | Owns companies we recommend for divestment | 5 | 10 | 12 | 13 | X | Large Blend |
| FGTAX | Fidelity Advisor® Mega Cap Stock A | Owns companies we recommend for divestment | 5 | 10 | 12 | 13 | X | Large Blend |
| FIDLX | Fidelity Advisor® Large Cap Z | Owns companies we recommend for divestment | 5 | 13 | 16 | 17 | X | Large Value |
| FALGX | Fidelity Advisor® Large Cap M | Owns companies we recommend for divestment | 5 | 13 | 16 | 17 | X | Large Value |
| FALIX | Fidelity Advisor® Large Cap I | Owns companies we recommend for divestment | 5 | 13 | 16 | 17 | X | Large Value |
| FLCCX | Fidelity Advisor® Large Cap C | Owns companies we recommend for divestment | 5 | 13 | 16 | 17 | X | Large Value |
| FALAX | Fidelity Advisor® Large Cap A | Owns companies we recommend for divestment | 5 | 13 | 16 | 17 | X | Large Value |
| FIQQX | Fidelity Advisor® Global Equity Inc Z | Owns companies we recommend for divestment | 5 | 8 | 10 | 12 | X | Global Large-Stock Blend |
| FBUSX | Fidelity Advisor® Global Equity Inc I | Owns companies we recommend for divestment | 5 | 8 | 10 | 12 | X | Global Large-Stock Blend |
| FCTGX | Fidelity Advisor® Small Cap Growth M | Owns companies we recommend for divestment | 5 | 4 | 1 | 6 | X | Small Growth |
| FGTNX | Fidelity Advisor® Global Equity Inc C | Owns companies we recommend for divestment | 5 | 8 | 10 | 12 | X | Global Large-Stock Blend |
| FBLYX | Fidelity Advisor® Global Equity Inc A | Owns companies we recommend for divestment | 5 | 8 | 10 | 12 | X | Global Large-Stock Blend |
| FAEVX | Fidelity Advisor® Equity Value Z | Owns companies we recommend for divestment | 5 | 8 | 8 | 10 | X | Large Value |
| FAVTX | Fidelity Advisor® Equity Value M | Owns companies we recommend for divestment | 5 | 8 | 8 | 10 | X | Large Value |
| FAIVX | Fidelity Advisor® Equity Value I | Owns companies we recommend for divestment | 5 | 8 | 8 | 10 | X | Large Value |
| FAVCX | Fidelity Advisor® Equity Value C | Owns companies we recommend for divestment | 5 | 8 | 8 | 10 | X | Large Value |
| FAVAX | Fidelity Advisor® Equity Value A | Owns companies we recommend for divestment | 5 | 8 | 8 | 10 | X | Large Value |
| FZAFX | Fidelity Advisor® Equity Growth Z | Owns companies we recommend for divestment | 5 | 4 | 7 | 8 | X | Large Growth |
| FAEGX | Fidelity Advisor® Equity Growth M | Owns companies we recommend for divestment | 5 | 4 | 7 | 8 | X | Large Growth |
| EQPGX | Fidelity Advisor® Equity Growth I | Owns companies we recommend for divestment | 5 | 4 | 7 | 8 | X | Large Growth |
| EPGCX | Fidelity Advisor® Equity Growth C | Owns companies we recommend for divestment | 5 | 4 | 7 | 8 | X | Large Growth |
| EPGAX | Fidelity Advisor® Equity Growth A | Owns companies we recommend for divestment | 5 | 4 | 7 | 8 | X | Large Growth |
| FZACX | Fidelity Advisor® Diversified Stock Z | Owns companies we recommend for divestment | 5 | 8 | 12 | 13 | X | Large Growth |
| FDESX | Fidelity Advisor® Diversified Stock O | Owns companies we recommend for divestment | 5 | 8 | 12 | 13 | X | Large Growth |
| FCIGX | Fidelity Advisor® Small Cap Growth I | Owns companies we recommend for divestment | 5 | 4 | 1 | 6 | X | Small Growth |
| FIDGX | Fidelity Advisor® Small Cap Growth Z | Owns companies we recommend for divestment | 5 | 4 | 1 | 6 | X | Small Growth |
| FSSMX | Fidelity® Stock Selector Mid Cap | Owns companies we recommend for divestment | 5 | 5 | 3 | 6 | X | Mid-Cap Blend |
| FCLKX | Fidelity® Large Cap Stock K6 | Owns companies we recommend for divestment | 5 | 13 | 16 | 17 | X | Large Value |
| FSMO | Fidelity® Small-Mid Cap Opps ETF | Owns companies we recommend for divestment | 5 | 3 | 2 | 6 | X | Mid-Cap Blend |
| FISVX | Fidelity® Small Cap Value Index | Owns companies we recommend for divestment | 5 | 4 | 5 | 6 | X | Small Value |
| FOCSX | Fidelity® Small Cap Growth K6 | Owns companies we recommend for divestment | 5 | 4 | 1 | 6 | X | Small Growth |
| FCPGX | Fidelity® Small Cap Growth | Owns companies we recommend for divestment | 5 | 4 | 1 | 6 | X | Small Growth |
| FNKLX | Fidelity® Series Value Discovery | Owns companies we recommend for divestment | 5 | 8 | 8 | 10 | X | Large Value |
| FBLEX | Fidelity® Series Stk Selec Lg Cp Val | Owns companies we recommend for divestment | 5 | 12 | 12 | 11 | X | Large Value |
| FGLGX | Fidelity® Series Large Cap Stock | Owns companies we recommend for divestment | 5 | 13 | 16 | 17 | X | Large Blend |
| FNKFX | Fidelity® Mid-Cap Stock K6 | Owns companies we recommend for divestment | 5 | 4 | 1 | 5 | X | Mid-Cap Blend |
| FKMCX | Fidelity® Mid-Cap Stock K | Owns companies we recommend for divestment | 5 | 4 | 1 | 5 | X | Mid-Cap Blend |
| FMCSX | Fidelity® Mid-Cap Stock | Owns companies we recommend for divestment | 5 | 4 | 1 | 5 | X | Mid-Cap Blend |
| FGRTX | Fidelity® Mega Cap Stock | Owns companies we recommend for divestment | 5 | 10 | 12 | 13 | X | Large Blend |
| FLKSX | Fidelity® Low-Priced Stock K6 | Owns companies we recommend for divestment | 5 | 9 | 3 | 7 | X | Mid-Cap Value |
| FLPKX | Fidelity® Low-Priced Stock K | Owns companies we recommend for divestment | 5 | 9 | 3 | 7 | X | Mid-Cap Value |
| FLPSX | Fidelity® Low-Priced Stock | Owns companies we recommend for divestment | 5 | 9 | 3 | 7 | X | Mid-Cap Value |
| FLCSX | Fidelity® Large Cap Stock | Owns companies we recommend for divestment | 5 | 13 | 16 | 17 | X | Large Value |
| FMCDX | Fidelity Advisor® Stock Selec Mid Cp A | Owns companies we recommend for divestment | 5 | 5 | 3 | 6 | X | Mid-Cap Blend |
| FLGEX | Fidelity® Large Cap Growth Enhanced Idx | Owns companies we recommend for divestment | 5 | 6 | 15 | 10 | X | Large Growth |
| FGDKX | Fidelity® Growth Discovery K | Owns companies we recommend for divestment | 5 | 4 | 7 | 8 | X | Large Growth |
| FDSVX | Fidelity® Growth Discovery | Owns companies we recommend for divestment | 5 | 4 | 7 | 8 | X | Large Growth |
| FGILX | Fidelity® Global Equity Income | Owns companies we recommend for divestment | 5 | 8 | 10 | 12 | X | Global Large-Stock Blend |
| FEKFX | Fidelity® Equity-Income K6 | Owns companies we recommend for divestment | 5 | 7 | 10 | 11 | X | Large Value |
| FEIKX | Fidelity® Equity-Income K | Owns companies we recommend for divestment | 5 | 7 | 10 | 11 | X | Large Value |
| FEQIX | Fidelity® Equity-Income | Owns companies we recommend for divestment | 5 | 7 | 10 | 11 | X | Large Value |
| FCAKX | Fidelity® Capital Appreciation K | Owns companies we recommend for divestment | 5 | 5 | 8 | 10 | X | Large Growth |
| FDCAX | Fidelity® Capital Appreciation | Owns companies we recommend for divestment | 5 | 5 | 8 | 10 | X | Large Growth |
| FBCG | Fidelity® Blue Chip Growth ETF | Owns companies we recommend for divestment | 5 | 7 | 13 | 11 | X | Large Growth |
| FSLZX | Fidelity Advisor® Stock Selec Mid Cp Z | Owns companies we recommend for divestment | 5 | 5 | 3 | 6 | X | Mid-Cap Blend |
| FMCAX | Fidelity Advisor® Stock Selec Mid Cp M | Owns companies we recommend for divestment | 5 | 5 | 3 | 6 | X | Mid-Cap Blend |
| FMCCX | Fidelity Advisor® Stock Selec Mid Cp I | Owns companies we recommend for divestment | 5 | 5 | 3 | 6 | X | Mid-Cap Blend |
| FMCEX | Fidelity Advisor® Stock Selec Mid Cp C | Owns companies we recommend for divestment | 5 | 5 | 3 | 6 | X | Mid-Cap Blend |
| VEVFX | Vanguard Explorer Value Inv | Owns companies we recommend for divestment | 4 | 2 | 0 | 4 | X | Small Blend |
| VMAT | V-Shrs MSCI Wld ESG Mtrlty&CarbTrnstnETF | Owns companies we recommend for divestment | 4 | 9 | 14 | 12 | V | Global Large-Stock Blend |
| FDIVX | Fidelity® Diversified International | Owns companies we recommend for divestment | 4 | 3 | 5 | 6 | X | Foreign Large Growth |
| VAFNX | Invesco American Franchise R5 | Owns companies we recommend for divestment | 4 | 4 | 9 | 9 | X | Large Growth |
| IEIFX | Invesco Equity and Income R6 | Owns companies we recommend for divestment | 4 | 9 | 10 | 10 | X | Allocation--70% to 85% Equity |
| ACEKX | Invesco Equity and Income R5 | Owns companies we recommend for divestment | 4 | 9 | 10 | 10 | X | Allocation--70% to 85% Equity |
| ACESX | Invesco Equity and Income R | Owns companies we recommend for divestment | 4 | 9 | 10 | 10 | X | Allocation--70% to 85% Equity |
| ACERX | Invesco Equity and Income C | Owns companies we recommend for divestment | 4 | 9 | 10 | 10 | X | Allocation--70% to 85% Equity |
| ACEIX | Invesco Equity and Income A | Owns companies we recommend for divestment | 4 | 9 | 10 | 10 | X | Allocation--70% to 85% Equity |
| IAUYX | Invesco Dividend Income Y | Owns companies we recommend for divestment | 4 | 6 | 7 | 9 | X | Large Value |
| IFUTX | Invesco Dividend Income R6 | Owns companies we recommend for divestment | 4 | 6 | 7 | 9 | X | Large Value |
| FSIUX | Invesco Dividend Income R5 | Owns companies we recommend for divestment | 4 | 6 | 7 | 9 | X | Large Value |
| IRTCX | Invesco Dividend Income R | Owns companies we recommend for divestment | 4 | 6 | 7 | 9 | X | Large Value |
| FSTUX | Invesco Dividend Income Investor | Owns companies we recommend for divestment | 4 | 6 | 7 | 9 | X | Large Value |
| IUTCX | Invesco Dividend Income C | Owns companies we recommend for divestment | 4 | 6 | 7 | 9 | X | Large Value |
| IAUTX | Invesco Dividend Income A | Owns companies we recommend for divestment | 4 | 6 | 7 | 9 | X | Large Value |
| VAFIX | Invesco American Franchise Y | Owns companies we recommend for divestment | 4 | 4 | 9 | 9 | X | Large Growth |
| VAFFX | Invesco American Franchise R6 | Owns companies we recommend for divestment | 4 | 4 | 9 | 9 | X | Large Growth |
| VAFRX | Invesco American Franchise R | Owns companies we recommend for divestment | 4 | 4 | 9 | 9 | X | Large Growth |
| ACGIX | Invesco Growth and Income A | Owns companies we recommend for divestment | 4 | 8 | 10 | 9 | X | Large Value |
| VAFCX | Invesco American Franchise C | Owns companies we recommend for divestment | 4 | 4 | 9 | 9 | X | Large Growth |
| VAFAX | Invesco American Franchise A | Owns companies we recommend for divestment | 4 | 4 | 9 | 9 | X | Large Growth |
| PXWEX | Impax Ellevate Global Women's Ldr Inv | Owns companies we recommend for divestment | 4 | 12 | 9 | 16 | V | Global Large-Stock Blend |
| PXWIX | Impax Ellevate Global Women's Ldr Instl | Owns companies we recommend for divestment | 4 | 12 | 9 | 16 | V | Global Large-Stock Blend |
| HIBSX | Hartford Stock HLS IB | Owns companies we recommend for divestment | 4 | 3 | 4 | 8 | X | Large Blend |
| HSTAX | Hartford Stock HLS IA | Owns companies we recommend for divestment | 4 | 3 | 4 | 8 | X | Large Blend |
| HFDYX | Hartford Schroders US MidCap Opps Y | Owns companies we recommend for divestment | 4 | 3 | 2 | 5 | X | Mid-Cap Blend |
| SMDRX | Hartford Schroders US MidCap Opps SDR | Owns companies we recommend for divestment | 4 | 3 | 2 | 5 | X | Mid-Cap Blend |
| HFDTX | Hartford Schroders US MidCap Opps R5 | Owns companies we recommend for divestment | 4 | 3 | 2 | 5 | X | Mid-Cap Blend |
| HFDSX | Hartford Schroders US MidCap Opps R4 | Owns companies we recommend for divestment | 4 | 3 | 2 | 5 | X | Mid-Cap Blend |
| HFDRX | Hartford Schroders US MidCap Opps R3 | Owns companies we recommend for divestment | 4 | 3 | 2 | 5 | X | Mid-Cap Blend |
| SMDIX | Hartford Schroders US MidCap Opps I | Owns companies we recommend for divestment | 4 | 3 | 2 | 5 | X | Mid-Cap Blend |
| HFDFX | Hartford Schroders US MidCap Opps F | Owns companies we recommend for divestment | 4 | 3 | 2 | 5 | X | Mid-Cap Blend |
| HFDCX | Hartford Schroders US MidCap Opps C | Owns companies we recommend for divestment | 4 | 3 | 2 | 5 | X | Mid-Cap Blend |
| ACETX | Invesco Equity and Income Y | Owns companies we recommend for divestment | 4 | 9 | 10 | 10 | X | Allocation--70% to 85% Equity |
| ACGKX | Invesco Growth and Income C | Owns companies we recommend for divestment | 4 | 8 | 10 | 9 | X | Large Value |
| HDVYX | Hartford International Equity Y | Owns companies we recommend for divestment | 4 | 3 | 5 | 5 | X | Foreign Large Blend |
| JANEX | Janus Henderson Enterprise D | Owns companies we recommend for divestment | 4 | 2 | 1 | 3 | X | Mid-Cap Growth |
| JDPAX | Janus Henderson Mid Cap Value A | Owns companies we recommend for divestment | 4 | 4 | 1 | 4 | X | Mid-Cap Value |
| JAGIX | Janus Henderson Growth And Income T | Owns companies we recommend for divestment | 4 | 4 | 4 | 8 | X | Large Blend |
| JADGX | Janus Henderson Growth And Income S | Owns companies we recommend for divestment | 4 | 4 | 4 | 8 | X | Large Blend |
| JDNRX | Janus Henderson Growth And Income R | Owns companies we recommend for divestment | 4 | 4 | 4 | 8 | X | Large Blend |
| JDNNX | Janus Henderson Growth And Income N | Owns companies we recommend for divestment | 4 | 4 | 4 | 8 | X | Large Blend |
| JGINX | Janus Henderson Growth And Income I | Owns companies we recommend for divestment | 4 | 4 | 4 | 8 | X | Large Blend |
| JNGIX | Janus Henderson Growth And Income D | Owns companies we recommend for divestment | 4 | 4 | 4 | 8 | X | Large Blend |
| JGICX | Janus Henderson Growth And Income C | Owns companies we recommend for divestment | 4 | 4 | 4 | 8 | X | Large Blend |
| JDNAX | Janus Henderson Growth And Income A | Owns companies we recommend for divestment | 4 | 4 | 4 | 8 | X | Large Blend |
| JAENX | Janus Henderson Enterprise T | Owns companies we recommend for divestment | 4 | 2 | 1 | 3 | X | Mid-Cap Growth |
| JGRTX | Janus Henderson Enterprise S | Owns companies we recommend for divestment | 4 | 2 | 1 | 3 | X | Mid-Cap Growth |
| JDMRX | Janus Henderson Enterprise R | Owns companies we recommend for divestment | 4 | 2 | 1 | 3 | X | Mid-Cap Growth |
| JDMNX | Janus Henderson Enterprise N | Owns companies we recommend for divestment | 4 | 2 | 1 | 3 | X | Mid-Cap Growth |
| JMGRX | Janus Henderson Enterprise I | Owns companies we recommend for divestment | 4 | 2 | 1 | 3 | X | Mid-Cap Growth |
| JGRCX | Janus Henderson Enterprise C | Owns companies we recommend for divestment | 4 | 2 | 1 | 3 | X | Mid-Cap Growth |
| ACGLX | Invesco Growth and Income R | Owns companies we recommend for divestment | 4 | 8 | 10 | 9 | X | Large Value |
| JDMAX | Janus Henderson Enterprise A | Owns companies we recommend for divestment | 4 | 2 | 1 | 3 | X | Mid-Cap Growth |
| IAT | iShares US Regional Banks ETF | Owns companies we recommend for divestment | 4 | 9 | 0 | 9 | X | Financial |
| IYF | iShares US Financials ETF | Owns companies we recommend for divestment | 4 | 13 | 0 | 12 | X | Financial |
| IYG | iShares US Financial Services ETF | Owns companies we recommend for divestment | 4 | 12 | 0 | 12 | X | Financial |
| IWP | iShares Russell Mid-Cap Growth ETF | Owns companies we recommend for divestment | 4 | 2 | 4 | 7 | X | Mid-Cap Growth |
| EZU | iShares MSCI Eurozone ETF | Owns companies we recommend for divestment | 4 | 3 | 5 | 4 | X | Europe Stock |
| IGM | iShares Expanded Tech Sector ETF | Owns companies we recommend for divestment | 4 | 4 | 15 | 12 | X | Technology |
| ESMV | iShares ESG MSCI USA Min Vol Factor ETF | Owns companies we recommend for divestment | 4 | 4 | 6 | 9 | V | Large Blend |
| SPLV | Invesco S&P 500® Low Volatility ETF | Owns companies we recommend for divestment | 4 | 1 | 4 | 5 | X | Large Value |
| XRLV | Invesco S&P 500® ex-Rate Snsv LowVol ETF | Owns companies we recommend for divestment | 4 | 1 | 4 | 5 | X | Large Blend |
| OMFS | Invesco Russell 2000® Dynamic Mltfct ETF | Owns companies we recommend for divestment | 4 | 4 | 2 | 5 | X | Small Blend |
| ACGMX | Invesco Growth and Income Y | Owns companies we recommend for divestment | 4 | 8 | 10 | 9 | X | Large Value |
| GIFFX | Invesco Growth and Income R6 | Owns companies we recommend for divestment | 4 | 8 | 10 | 9 | X | Large Value |
| ACGQX | Invesco Growth and Income R5 | Owns companies we recommend for divestment | 4 | 8 | 10 | 9 | X | Large Value |
| SMDVX | Hartford Schroders US MidCap Opps A | Owns companies we recommend for divestment | 4 | 3 | 2 | 5 | X | Mid-Cap Blend |
| HDVVX | Hartford International Equity R6 | Owns companies we recommend for divestment | 4 | 3 | 5 | 5 | X | Foreign Large Blend |
| JNMCX | Janus Henderson Mid Cap Value D | Owns companies we recommend for divestment | 4 | 4 | 1 | 4 | X | Mid-Cap Value |
| FVAL | Fidelity® Value Factor ETF | Owns companies we recommend for divestment | 4 | 12 | 16 | 11 | X | Large Value |
| FBSIX | Franklin Mutual U.S. Mid Cap Value R6 | Owns companies we recommend for divestment | 4 | 3 | 1 | 5 | X | Mid-Cap Value |
| FBSRX | Franklin Mutual U.S. Mid Cap Value R | Owns companies we recommend for divestment | 4 | 3 | 1 | 5 | X | Mid-Cap Value |
| FCBSX | Franklin Mutual U.S. Mid Cap Value C | Owns companies we recommend for divestment | 4 | 3 | 1 | 5 | X | Mid-Cap Value |
| FBSAX | Franklin Mutual U.S. Mid Cap Value Adv | Owns companies we recommend for divestment | 4 | 3 | 1 | 5 | X | Mid-Cap Value |
| FRBSX | Franklin Mutual U.S. Mid Cap Value A | Owns companies we recommend for divestment | 4 | 3 | 1 | 5 | X | Mid-Cap Value |
| ESG | FlexShares STOXX US ESG Select ETF | Owns companies we recommend for divestment | 4 | 12 | 15 | 13 | V | Large Blend |
| FXL | First Trust Technology AlphaDEX® ETF | Owns companies we recommend for divestment | 4 | 0 | 5 | 7 | X | Technology |
| FYX | First Trust Small Cap Core AlphaDEX® ETF | Owns companies we recommend for divestment | 4 | 3 | 3 | 6 | X | Small Blend |
| RFEU | First Trust RiverFront Dynamic Eurp ETF | Owns companies we recommend for divestment | 4 | 2 | 2 | 2 | X | Europe Stock |
| TDIV | First Trust NASDAQ Technology Div ETF | Owns companies we recommend for divestment | 4 | 2 | 4 | 7 | X | Technology |
| FCTR | First Trust Lunt US Factor Rotation ETF | Owns companies we recommend for divestment | 4 | 6 | 8 | 8 | X | Large Blend |
| HUSV | First Trust Hrzn MgdVolatil Domestic ETF | Owns companies we recommend for divestment | 4 | 1 | 5 | 5 | X | Large Blend |
| FXO | First Trust Financials AlphaDEX® ETF | Owns companies we recommend for divestment | 4 | 12 | 0 | 12 | X | Financial |
| FVLKX | Fidelity® Value K | Owns companies we recommend for divestment | 4 | 2 | 4 | 2 | X | Mid-Cap Value |
| FDVLX | Fidelity® Value | Owns companies we recommend for divestment | 4 | 2 | 4 | 2 | X | Mid-Cap Value |
| GCMAX | Goldman Sachs Mid Cap Value A | Owns companies we recommend for divestment | 4 | 4 | 3 | 4 | X | Mid-Cap Blend |
| FCPEX | Fidelity® Small Cap Enhanced Index | Owns companies we recommend for divestment | 4 | 3 | 1 | 4 | X | Small Blend |
| FCGSX | Fidelity® Series Growth Company | Owns companies we recommend for divestment | 4 | 9 | 18 | 15 | X | Large Growth |
| FPUKX | Fidelity® Puritan® K | Owns companies we recommend for divestment | 4 | 9 | 11 | 14 | X | Allocation--50% to 70% Equity |
| FPURX | Fidelity® Puritan® | Owns companies we recommend for divestment | 4 | 9 | 11 | 14 | X | Allocation--50% to 70% Equity |
| FPKFX | Fidelity® Puritan K6 | Owns companies we recommend for divestment | 4 | 9 | 11 | 14 | X | Allocation--50% to 70% Equity |
| FTEC | Fidelity® MSCI Information Tech ETF | Owns companies we recommend for divestment | 4 | 3 | 10 | 9 | X | Technology |
| FNCL | Fidelity® MSCI Financials ETF | Owns companies we recommend for divestment | 4 | 14 | 0 | 13 | X | Financial |
| FMDGX | Fidelity® Mid Cap Growth Index | Owns companies we recommend for divestment | 4 | 2 | 4 | 7 | X | Mid-Cap Growth |
| FDVV | Fidelity® High Dividend ETF | Owns companies we recommend for divestment | 4 | 7 | 9 | 9 | X | Large Value |
| FGKFX | Fidelity® Growth Company K6 | Owns companies we recommend for divestment | 4 | 8 | 16 | 15 | X | Large Growth |
| FGCKX | Fidelity® Growth Company K | Owns companies we recommend for divestment | 4 | 8 | 16 | 15 | X | Large Growth |
| FDGRX | Fidelity® Growth Company | Owns companies we recommend for divestment | 4 | 8 | 16 | 15 | X | Large Growth |
| FKIDX | Fidelity® Diversified Intl K6 | Owns companies we recommend for divestment | 4 | 3 | 5 | 6 | X | Foreign Large Growth |
| FDIKX | Fidelity® Diversified International K | Owns companies we recommend for divestment | 4 | 3 | 5 | 6 | X | Foreign Large Growth |
| KRMA | Global X Conscious Companies ETF | Owns companies we recommend for divestment | 4 | 10 | 10 | 13 | V | Large Blend |
| GCMCX | Goldman Sachs Mid Cap Value C | Owns companies we recommend for divestment | 4 | 4 | 3 | 4 | X | Mid-Cap Blend |
| HDVTX | Hartford International Equity R5 | Owns companies we recommend for divestment | 4 | 3 | 5 | 5 | X | Foreign Large Blend |
| HDGFX | Hartford Dividend and Growth F | Owns companies we recommend for divestment | 4 | 6 | 5 | 9 | X | Large Value |
| HDVSX | Hartford International Equity R4 | Owns companies we recommend for divestment | 4 | 3 | 5 | 5 | X | Foreign Large Blend |
| HDVRX | Hartford International Equity R3 | Owns companies we recommend for divestment | 4 | 3 | 5 | 5 | X | Foreign Large Blend |
| HDVIX | Hartford International Equity I | Owns companies we recommend for divestment | 4 | 3 | 5 | 5 | X | Foreign Large Blend |
| HDVFX | Hartford International Equity F | Owns companies we recommend for divestment | 4 | 3 | 5 | 5 | X | Foreign Large Blend |
| HDVCX | Hartford International Equity C | Owns companies we recommend for divestment | 4 | 3 | 5 | 5 | X | Foreign Large Blend |
| HDVAX | Hartford International Equity A | Owns companies we recommend for divestment | 4 | 3 | 5 | 5 | X | Foreign Large Blend |
| HDGYX | Hartford Dividend and Growth Y | Owns companies we recommend for divestment | 4 | 6 | 5 | 9 | X | Large Value |
| HDGVX | Hartford Dividend and Growth R6 | Owns companies we recommend for divestment | 4 | 6 | 5 | 9 | X | Large Value |
| HDGTX | Hartford Dividend and Growth R5 | Owns companies we recommend for divestment | 4 | 6 | 5 | 9 | X | Large Value |
| HDGSX | Hartford Dividend and Growth R4 | Owns companies we recommend for divestment | 4 | 6 | 5 | 9 | X | Large Value |
| HDGRX | Hartford Dividend and Growth R3 | Owns companies we recommend for divestment | 4 | 6 | 5 | 9 | X | Large Value |
| HDGIX | Hartford Dividend and Growth I | Owns companies we recommend for divestment | 4 | 6 | 5 | 9 | X | Large Value |
| HDGBX | Hartford Dividend and Growth HLS IB | Owns companies we recommend for divestment | 4 | 6 | 5 | 9 | X | Large Value |
| HIADX | Hartford Dividend and Growth HLS IA | Owns companies we recommend for divestment | 4 | 6 | 5 | 9 | X | Large Value |
| HDGCX | Hartford Dividend and Growth C | Owns companies we recommend for divestment | 4 | 6 | 5 | 9 | X | Large Value |
| GSMCX | Goldman Sachs Mid Cap Value Instl | Owns companies we recommend for divestment | 4 | 4 | 3 | 4 | X | Mid-Cap Blend |
| IHGIX | Hartford Dividend and Growth A | Owns companies we recommend for divestment | 4 | 6 | 5 | 9 | X | Large Value |
| GSSSX | Goldman Sachs Small Cap Value Svc | Owns companies we recommend for divestment | 4 | 3 | 2 | 4 | X | Small Blend |
| GSSUX | Goldman Sachs Small Cap Value R6 | Owns companies we recommend for divestment | 4 | 3 | 2 | 4 | X | Small Blend |
| GSQRX | Goldman Sachs Small Cap Value R | Owns companies we recommend for divestment | 4 | 3 | 2 | 4 | X | Small Blend |
| GSYPX | Goldman Sachs Small Cap Value P | Owns companies we recommend for divestment | 4 | 3 | 2 | 4 | X | Small Blend |
| GSQTX | Goldman Sachs Small Cap Value Inv | Owns companies we recommend for divestment | 4 | 3 | 2 | 4 | X | Small Blend |
| GSSIX | Goldman Sachs Small Cap Value Inst | Owns companies we recommend for divestment | 4 | 3 | 2 | 4 | X | Small Blend |
| GSSCX | Goldman Sachs Small Cap Value C | Owns companies we recommend for divestment | 4 | 3 | 2 | 4 | X | Small Blend |
| GSSMX | Goldman Sachs Small Cap Value A | Owns companies we recommend for divestment | 4 | 3 | 2 | 4 | X | Small Blend |
| GSMSX | Goldman Sachs Mid Cap Value Svc | Owns companies we recommend for divestment | 4 | 4 | 3 | 4 | X | Mid-Cap Blend |
| GCMUX | Goldman Sachs Mid Cap Value R6 | Owns companies we recommend for divestment | 4 | 4 | 3 | 4 | X | Mid-Cap Blend |
| GCMRX | Goldman Sachs Mid Cap Value R | Owns companies we recommend for divestment | 4 | 4 | 3 | 4 | X | Mid-Cap Blend |
| GMPPX | Goldman Sachs Mid Cap Value P | Owns companies we recommend for divestment | 4 | 4 | 3 | 4 | X | Mid-Cap Blend |
| GCMTX | Goldman Sachs Mid Cap Value Inv | Owns companies we recommend for divestment | 4 | 4 | 3 | 4 | X | Mid-Cap Blend |
| JMVCX | Janus Henderson Mid Cap Value C | Owns companies we recommend for divestment | 4 | 4 | 1 | 4 | X | Mid-Cap Value |
| JMVAX | Janus Henderson Mid Cap Value I | Owns companies we recommend for divestment | 4 | 4 | 1 | 4 | X | Mid-Cap Value |
| TRLWX | TIAA-CREF Large-Cap Value W | Owns companies we recommend for divestment | 4 | 9 | 9 | 10 | X | Large Value |
| PPYIX | PIMCO RAE International Instl | Owns companies we recommend for divestment | 4 | 0 | 7 | 1 | X | Foreign Large Value |
| SSCGX | SEI Small Cap Growth F (SIMT) | Owns companies we recommend for divestment | 4 | 4 | 2 | 5 | X | Small Growth |
| SLLAX | SEI Small Cap F (SIMT) | Owns companies we recommend for divestment | 4 | 4 | 2 | 6 | X | Small Blend |
| SLRYX | SEI Large Cap Growth Y (SIMT) | Owns companies we recommend for divestment | 4 | 4 | 12 | 8 | X | Large Growth |
| SPGIX | SEI Large Cap Growth I (SIMT) | Owns companies we recommend for divestment | 4 | 4 | 12 | 8 | X | Large Growth |
| SELCX | SEI Large Cap Growth F (SIMT) | Owns companies we recommend for divestment | 4 | 4 | 12 | 8 | X | Large Growth |
| SCHG | Schwab US Large-Cap Growth ETF™ | Owns companies we recommend for divestment | 4 | 6 | 11 | 11 | X | Large Growth |
| PSC | Principal US Small Cap Mlt-Fac ETF | Owns companies we recommend for divestment | 4 | 5 | 3 | 6 | X | Small Blend |
| PCSMX | Principal SmallCap Growth I R6 | Owns companies we recommend for divestment | 4 | 6 | 3 | 7 | X | Small Growth |
| PPNPX | Principal SmallCap Growth I R5 | Owns companies we recommend for divestment | 4 | 6 | 3 | 7 | X | Small Growth |
| PPNSX | Principal SmallCap Growth I R4 | Owns companies we recommend for divestment | 4 | 6 | 3 | 7 | X | Small Growth |
| PPNMX | Principal SmallCap Growth I R3 | Owns companies we recommend for divestment | 4 | 6 | 3 | 7 | X | Small Growth |
| PNASX | Principal SmallCap Growth I R1 | Owns companies we recommend for divestment | 4 | 6 | 3 | 7 | X | Small Growth |
| PSIJX | Principal SmallCap Growth I J | Owns companies we recommend for divestment | 4 | 6 | 3 | 7 | X | Small Growth |
| PGRTX | Principal SmallCap Growth I Instl | Owns companies we recommend for divestment | 4 | 6 | 3 | 7 | X | Small Growth |
| PPYPX | PIMCO RAE International I-2 | Owns companies we recommend for divestment | 4 | 0 | 7 | 1 | X | Foreign Large Value |
| SMAYX | SEI Small Cap Growth Y (SIMT) | Owns companies we recommend for divestment | 4 | 4 | 2 | 5 | X | Small Growth |
| PPYAX | PIMCO RAE International A | Owns companies we recommend for divestment | 4 | 0 | 7 | 1 | X | Foreign Large Value |
| FSCWX | Nuveen Small Cap Value R6 | Owns companies we recommend for divestment | 4 | 3 | 2 | 3 | X | Small Value |
| FSCCX | Nuveen Small Cap Value I | Owns companies we recommend for divestment | 4 | 3 | 2 | 3 | X | Small Value |
| FSCVX | Nuveen Small Cap Value C | Owns companies we recommend for divestment | 4 | 3 | 2 | 3 | X | Small Value |
| FSCAX | Nuveen Small Cap Value A | Owns companies we recommend for divestment | 4 | 3 | 2 | 3 | X | Small Value |
| NMIEX | Northern Active M International Equity | Owns companies we recommend for divestment | 4 | 3 | 5 | 6 | X | Foreign Large Blend |
| CMIEX | Multi-Manager Intl Eq Strats Instl | Owns companies we recommend for divestment | 4 | 4 | 9 | 6 | X | Foreign Large Blend |
| CIEEX | Multi-Manager Intl Eq Strats Inst 3 | Owns companies we recommend for divestment | 4 | 4 | 9 | 6 | X | Foreign Large Blend |
| CABGX | Multi-Manager Growth Strategies Inst 3 | Owns companies we recommend for divestment | 4 | 4 | 11 | 12 | X | Large Growth |
| CZMGX | Multi-Manager Growth Strategies Inst | Owns companies we recommend for divestment | 4 | 4 | 11 | 12 | X | Large Growth |
| MMNGX | MassMutual Mid Cap Growth Y | Owns companies we recommend for divestment | 4 | 1 | 2 | 6 | X | Mid-Cap Growth |
| MEFYX | MassMutual Mid Cap Growth Svc | Owns companies we recommend for divestment | 4 | 1 | 2 | 6 | X | Mid-Cap Growth |
| MGRFX | MassMutual Mid Cap Growth R5 | Owns companies we recommend for divestment | 4 | 1 | 2 | 6 | X | Mid-Cap Growth |
| MEFFX | MassMutual Mid Cap Growth R4 | Owns companies we recommend for divestment | 4 | 1 | 2 | 6 | X | Mid-Cap Growth |
| SPWIX | SEI Small Cap Growth I (SIMT) | Owns companies we recommend for divestment | 4 | 4 | 2 | 5 | X | Small Growth |
| SECAX | SEI Small Cap II A (SIIT) | Owns companies we recommend for divestment | 4 | 4 | 2 | 6 | X | Small Blend |
| MEFZX | MassMutual Mid Cap Growth I | Owns companies we recommend for divestment | 4 | 1 | 2 | 6 | X | Mid-Cap Growth |
| TQSMX | T. Rowe Price QM US Sm&Md-Cp Cor Eq | Owns companies we recommend for divestment | 4 | 1 | 4 | 6 | X | Mid-Cap Blend |
| TRLCX | TIAA-CREF Large-Cap Value Retire | Owns companies we recommend for divestment | 4 | 9 | 9 | 10 | X | Large Value |
| TCLCX | TIAA-CREF Large-Cap Value Retail | Owns companies we recommend for divestment | 4 | 9 | 9 | 10 | X | Large Value |
| TRCPX | TIAA-CREF Large-Cap Value Premier | Owns companies we recommend for divestment | 4 | 9 | 9 | 10 | X | Large Value |
| TRLIX | TIAA-CREF Large-Cap Value Instl | Owns companies we recommend for divestment | 4 | 9 | 9 | 10 | X | Large Value |
| TRLHX | TIAA-CREF Large-Cap Value Advisor | Owns companies we recommend for divestment | 4 | 9 | 9 | 10 | X | Large Value |
| TRZZX | T. Rowe Price Small-Cap Stock Z | Owns companies we recommend for divestment | 4 | 3 | 2 | 4 | X | Small Growth |
| OTIIX | T. Rowe Price Small-Cap Stock I | Owns companies we recommend for divestment | 4 | 3 | 2 | 4 | X | Small Growth |
| PASSX | T. Rowe Price Small-Cap Stock Adv | Owns companies we recommend for divestment | 4 | 3 | 2 | 4 | X | Small Growth |
| OTCFX | T. Rowe Price Small-Cap Stock | Owns companies we recommend for divestment | 4 | 3 | 2 | 4 | X | Small Growth |
| TQAIX | T. Rowe Price QM US Small-Cap Gr Eq I | Owns companies we recommend for divestment | 4 | 3 | 2 | 5 | X | Small Growth |
| TQAAX | T. Rowe Price QM US Small-Cap Gr Eq Adv | Owns companies we recommend for divestment | 4 | 3 | 2 | 5 | X | Small Growth |
| PRDSX | T. Rowe Price QM US Small-Cap Gr Eq | Owns companies we recommend for divestment | 4 | 3 | 2 | 5 | X | Small Growth |
| TQSIX | T. Rowe Price QM US Sm&Md-Cp Cor Eq I | Owns companies we recommend for divestment | 4 | 1 | 4 | 6 | X | Mid-Cap Blend |
| TQSAX | T. Rowe Price QM US Sm&Md-Cp Cor Eq Adv | Owns companies we recommend for divestment | 4 | 1 | 4 | 6 | X | Mid-Cap Blend |
| TRSSX | T. Rowe Price Instl Small-Cap Stock | Owns companies we recommend for divestment | 4 | 3 | 2 | 4 | X | Small Growth |
| SMYFX | SEI Small Cap Y (SIMT) | Owns companies we recommend for divestment | 4 | 4 | 2 | 6 | X | Small Blend |
| PRIGX | T. Rowe Price Glbl Val Eq Cl I | Owns companies we recommend for divestment | 4 | 7 | 5 | 7 | X | Global Large-Stock Value |
| TRGVX | T. Rowe Price Glbl Val Eq | Owns companies we recommend for divestment | 4 | 7 | 5 | 7 | X | Global Large-Stock Value |
| TRZQX | T. Rowe Price Equity Income Z | Owns companies we recommend for divestment | 4 | 11 | 9 | 10 | X | Large Value |
| RRFDX | T. Rowe Price Equity Income R | Owns companies we recommend for divestment | 4 | 11 | 9 | 10 | X | Large Value |
| REIPX | T. Rowe Price Equity Income I | Owns companies we recommend for divestment | 4 | 11 | 9 | 10 | X | Large Value |
| TEQI | T. Rowe Price Equity Income ETF | Owns companies we recommend for divestment | 4 | 12 | 9 | 11 | X | Large Value |
| PAFDX | T. Rowe Price Equity Income Advisor | Owns companies we recommend for divestment | 4 | 11 | 9 | 10 | X | Large Value |
| PRFDX | T. Rowe Price Equity Income | Owns companies we recommend for divestment | 4 | 11 | 9 | 10 | X | Large Value |
| RPTTX | T. Rowe Price Diversified Mid Cap Gr I | Owns companies we recommend for divestment | 4 | 3 | 2 | 6 | X | Mid-Cap Growth |
| PRDMX | T. Rowe Price Diversified Mid Cap Gr | Owns companies we recommend for divestment | 4 | 3 | 2 | 6 | X | Mid-Cap Growth |
| KRE | SPDR® S&P Regional Banking ETF | Owns companies we recommend for divestment | 4 | 8 | 0 | 8 | X | Financial |
| KBE | SPDR® S&P Bank ETF | Owns companies we recommend for divestment | 4 | 12 | 0 | 12 | X | Financial |
| STMPX | SEI Tax-Managed Small/Mid Cap Y(SIMT) | Owns companies we recommend for divestment | 4 | 0 | 5 | 5 | X | Small Blend |
| STMSX | SEI Tax-Managed Small/Mid Cap F (SIMT) | Owns companies we recommend for divestment | 4 | 0 | 5 | 5 | X | Small Blend |
| MEFNX | MassMutual Mid Cap Growth R3 | Owns companies we recommend for divestment | 4 | 1 | 2 | 6 | X | Mid-Cap Growth |
| MMELX | MassMutual Mid Cap Growth Adm | Owns companies we recommend for divestment | 4 | 1 | 2 | 6 | X | Mid-Cap Growth |
| JMIVX | Janus Henderson Mid Cap Value L | Owns companies we recommend for divestment | 4 | 4 | 1 | 4 | X | Mid-Cap Value |
| JHEIX | JHancock Equity Income A | Owns companies we recommend for divestment | 4 | 11 | 9 | 10 | X | Large Value |
| JHancock Global Shareholder Yield NAV | Owns companies we recommend for divestment | 4 | 7 | 8 | 10 | X | Global Large-Stock Value |
| JGYIX | JHancock Global Shareholder Yield I | Owns companies we recommend for divestment | 4 | 7 | 8 | 10 | X | Global Large-Stock Value |
| JGYCX | JHancock Global Shareholder Yield C | Owns companies we recommend for divestment | 4 | 7 | 8 | 10 | X | Global Large-Stock Value |
| JGYAX | JHancock Global Shareholder Yield A | Owns companies we recommend for divestment | 4 | 7 | 8 | 10 | X | Global Large-Stock Value |
| JLCWX | JHancock Fundamental Large Cap Core R6 | Owns companies we recommend for divestment | 4 | 5 | 7 | 12 | X | Large Blend |
| JLCVX | JHancock Fundamental Large Cap Core R5 | Owns companies we recommend for divestment | 4 | 5 | 7 | 12 | X | Large Blend |
| JLCFX | JHancock Fundamental Large Cap Core R4 | Owns companies we recommend for divestment | 4 | 5 | 7 | 12 | X | Large Blend |
| JLCYX | JHancock Fundamental Large Cap Core R2 | Owns companies we recommend for divestment | 4 | 5 | 7 | 12 | X | Large Blend |
| JHancock Fundamental Large Cap Core NAV | Owns companies we recommend for divestment | 4 | 5 | 7 | 12 | X | Large Blend |
| JLVIX | JHancock Fundamental Large Cap Core I | Owns companies we recommend for divestment | 4 | 5 | 7 | 12 | X | Large Blend |
| JHLVX | JHancock Fundamental Large Cap Core C | Owns companies we recommend for divestment | 4 | 5 | 7 | 12 | X | Large Blend |
| TAGRX | JHancock Fundamental Large Cap Core A | Owns companies we recommend for divestment | 4 | 5 | 7 | 12 | X | Large Blend |
| JHancock Equity Income NAV | Owns companies we recommend for divestment | 4 | 11 | 9 | 10 | X | Large Value |
| JHERX | JHancock Equity Income C | Owns companies we recommend for divestment | 4 | 11 | 9 | 10 | X | Large Value |
| JIEMX | JHancock Equity Income 1 | Owns companies we recommend for divestment | 4 | 11 | 9 | 10 | X | Large Value |
| JGRSX | JHancock Global Shareholder Yield R6 | Owns companies we recommend for divestment | 4 | 7 | 8 | 10 | X | Global Large-Stock Value |
| JVMRX | JHancock Disciplined Value Mid Cap R6 | Owns companies we recommend for divestment | 4 | 2 | 6 | 7 | X | Mid-Cap Value |
| JVMTX | JHancock Disciplined Value Mid Cap R4 | Owns companies we recommend for divestment | 4 | 2 | 6 | 7 | X | Mid-Cap Value |
| JVMSX | JHancock Disciplined Value Mid Cap R2 | Owns companies we recommend for divestment | 4 | 2 | 6 | 7 | X | Mid-Cap Value |
| JVMIX | JHancock Disciplined Value Mid Cap I | Owns companies we recommend for divestment | 4 | 2 | 6 | 7 | X | Mid-Cap Value |
| JVMCX | JHancock Disciplined Value Mid Cap C | Owns companies we recommend for divestment | 4 | 2 | 6 | 7 | X | Mid-Cap Value |
| JVMAX | JHancock Disciplined Value Mid Cap A | Owns companies we recommend for divestment | 4 | 2 | 6 | 7 | X | Mid-Cap Value |
| Janus Henderson VIT Mid Cap Value Svc | Owns companies we recommend for divestment | 4 | 4 | 1 | 4 | X | Mid-Cap Value |
| JAMVX | Janus Henderson VIT Mid Cap Value Instl | Owns companies we recommend for divestment | 4 | 4 | 1 | 4 | X | Mid-Cap Value |
| Janus Henderson VIT Enterprise Svc | Owns companies we recommend for divestment | 4 | 2 | 1 | 3 | X | Mid-Cap Growth |
| JAAGX | Janus Henderson VIT Enterprise Instl | Owns companies we recommend for divestment | 4 | 2 | 1 | 3 | X | Mid-Cap Growth |
| JMCVX | Janus Henderson Mid Cap Value T | Owns companies we recommend for divestment | 4 | 4 | 1 | 4 | X | Mid-Cap Value |
| JMVIX | Janus Henderson Mid Cap Value S | Owns companies we recommend for divestment | 4 | 4 | 1 | 4 | X | Mid-Cap Value |
| JDPRX | Janus Henderson Mid Cap Value R | Owns companies we recommend for divestment | 4 | 4 | 1 | 4 | X | Mid-Cap Value |
| JDPNX | Janus Henderson Mid Cap Value N | Owns companies we recommend for divestment | 4 | 4 | 1 | 4 | X | Mid-Cap Value |
| JGSRX | JHancock Global Shareholder Yield R2 | Owns companies we recommend for divestment | 4 | 7 | 8 | 10 | X | Global Large-Stock Value |
| JHSC | JHancock Multifactor Small Cap ETF | Owns companies we recommend for divestment | 4 | 4 | 5 | 5 | X | Small Blend |
| MEFAX | MassMutual Mid Cap Growth A | Owns companies we recommend for divestment | 4 | 1 | 2 | 6 | X | Mid-Cap Growth |
| OIEQX | JPMorgan Equity Income R4 | Owns companies we recommend for divestment | 4 | 7 | 6 | 12 | X | Large Value |
| JLPYX | JPMorgan US Large Cap Core Plus R6 | Owns companies we recommend for divestment | 4 | 8 | 8 | 15 | X | Large Blend |
| JCPRX | JPMorgan US Large Cap Core Plus R5 | Owns companies we recommend for divestment | 4 | 8 | 8 | 15 | X | Large Blend |
| JLPZX | JPMorgan US Large Cap Core Plus R2 | Owns companies we recommend for divestment | 4 | 8 | 8 | 15 | X | Large Blend |
| JLPSX | JPMorgan US Large Cap Core Plus I | Owns companies we recommend for divestment | 4 | 8 | 8 | 15 | X | Large Blend |
| JLPCX | JPMorgan US Large Cap Core Plus C | Owns companies we recommend for divestment | 4 | 8 | 8 | 15 | X | Large Blend |
| JLCAX | JPMorgan US Large Cap Core Plus A | Owns companies we recommend for divestment | 4 | 8 | 8 | 15 | X | Large Blend |
| JSCHX | JPMorgan Small Cap Blend R6 | Owns companies we recommend for divestment | 4 | 3 | 2 | 3 | X | Small Growth |
| JDSCX | JPMorgan Small Cap Blend I | Owns companies we recommend for divestment | 4 | 3 | 2 | 3 | X | Small Growth |
| VSCCX | JPMorgan Small Cap Blend C | Owns companies we recommend for divestment | 4 | 3 | 2 | 3 | X | Small Growth |
| VSCOX | JPMorgan Small Cap Blend A | Owns companies we recommend for divestment | 4 | 3 | 2 | 3 | X | Small Growth |
| JPMorgan Insurance Tr Small Cap Core 2 | Owns companies we recommend for divestment | 4 | 4 | 4 | 6 | X | Small Blend |
| JPMorgan Insurance Tr Small Cap Core 1 | Owns companies we recommend for divestment | 4 | 4 | 4 | 6 | X | Small Blend |
| OIEJX | JPMorgan Equity Income R6 | Owns companies we recommend for divestment | 4 | 7 | 6 | 12 | X | Large Value |
| OIERX | JPMorgan Equity Income R5 | Owns companies we recommend for divestment | 4 | 7 | 6 | 12 | X | Large Value |
| OIEPX | JPMorgan Equity Income R3 | Owns companies we recommend for divestment | 4 | 7 | 6 | 12 | X | Large Value |
| JNL Multi-Manager Small Cap Value A | Owns companies we recommend for divestment | 4 | 3 | 3 | 4 | X | Small Blend |
| OIEFX | JPMorgan Equity Income R2 | Owns companies we recommend for divestment | 4 | 7 | 6 | 12 | X | Large Value |
| HLIEX | JPMorgan Equity Income I | Owns companies we recommend for divestment | 4 | 7 | 6 | 12 | X | Large Value |
| OINCX | JPMorgan Equity Income C | Owns companies we recommend for divestment | 4 | 7 | 6 | 12 | X | Large Value |
| OIEIX | JPMorgan Equity Income A | Owns companies we recommend for divestment | 4 | 7 | 6 | 12 | X | Large Value |
| JIDA | JPMorgan ActiveBuilders Intl Eq ETF | Owns companies we recommend for divestment | 4 | 5 | 11 | 9 | X | Foreign Large Blend |
| JNL/Newton Equity Income I | Owns companies we recommend for divestment | 4 | 5 | 9 | 8 | X | Large Value |
| JNL/Newton Equity Income A | Owns companies we recommend for divestment | 4 | 5 | 9 | 8 | X | Large Value |
| JNL/Mellon Financial Sector I | Owns companies we recommend for divestment | 4 | 15 | 1 | 13 | X | Financial |
| JNL/Mellon Financial Sector A | Owns companies we recommend for divestment | 4 | 15 | 1 | 13 | X | Financial |
| JNL/Invesco Diversified Dividend I | Owns companies we recommend for divestment | 4 | 6 | 5 | 8 | X | Large Value |
| JNL/Invesco Diversified Dividend A | Owns companies we recommend for divestment | 4 | 6 | 5 | 8 | X | Large Value |
| JNL/AQR Large Cap Defensive Style I | Owns companies we recommend for divestment | 4 | 11 | 10 | 14 | X | Large Blend |
| JNL/AQR Large Cap Defensive Style A | Owns companies we recommend for divestment | 4 | 11 | 10 | 14 | X | Large Blend |
| JNL Multi-Manager Small Cap Value I | Owns companies we recommend for divestment | 4 | 3 | 3 | 4 | X | Small Blend |
| FLQM | Franklin US Mid Cap Mltfctr Idx ETF | Owns companies we recommend for divestment | 3 | 4 | 3 | 5 | X | Mid-Cap Blend |
| LMSIX | Franklin U.S. Small Cap Equity I | Owns companies we recommend for divestment | 3 | 5 | 2 | 4 | X | Small Blend |
| ISCG | iShares Morningstar Small-Cap Growth ETF | Owns companies we recommend for divestment | 5 | 5 | 5 | 11 | X | Small Growth |
| Janus Henderson VIT Glb Tech&Innvt Svc | Owns companies we recommend for divestment | 2 | 4 | 3 | 4 | X | Technology |
| JHFEX | JHancock Fundamental Equity Inc I | Owns companies we recommend for divestment | 2 | 7 | 6 | 8 | X | Large Blend |
| JFDRX | JHancock Financial Industries R6 | Owns companies we recommend for divestment | 2 | 9 | 0 | 8 | X | Financial |
| JHancock Financial Industries NAV | Owns companies we recommend for divestment | 2 | 9 | 0 | 8 | X | Financial |
| JFIFX | JHancock Financial Industries I | Owns companies we recommend for divestment | 2 | 9 | 0 | 8 | X | Financial |
| FIDCX | JHancock Financial Industries C | Owns companies we recommend for divestment | 2 | 9 | 0 | 8 | X | Financial |
| FIDAX | JHancock Financial Industries A | Owns companies we recommend for divestment | 2 | 9 | 0 | 8 | X | Financial |
| JDIUX | JHancock Disciplined Value Intl R6 | Owns companies we recommend for divestment | 2 | 1 | 4 | 3 | X | Foreign Large Value |
| JDITX | JHancock Disciplined Value Intl R4 | Owns companies we recommend for divestment | 2 | 1 | 4 | 3 | X | Foreign Large Value |
| JDISX | JHancock Disciplined Value Intl R2 | Owns companies we recommend for divestment | 2 | 1 | 4 | 3 | X | Foreign Large Value |
| JDIVX | JHancock Disciplined Value Intl NAV | Owns companies we recommend for divestment | 2 | 1 | 4 | 3 | X | Foreign Large Value |
| JDVIX | JHancock Disciplined Value Intl I | Owns companies we recommend for divestment | 2 | 1 | 4 | 3 | X | Foreign Large Value |
| JDICX | JHancock Disciplined Value Intl C | Owns companies we recommend for divestment | 2 | 1 | 4 | 3 | X | Foreign Large Value |
| JDIBX | JHancock Disciplined Value Intl A | Owns companies we recommend for divestment | 2 | 1 | 4 | 3 | X | Foreign Large Value |
| JGLTX | Janus Henderson VIT Glb Tech&Innvt Instl | Owns companies we recommend for divestment | 2 | 4 | 3 | 4 | X | Technology |
| GOIGX | JHancock International Growth A | Owns companies we recommend for divestment | 2 | 1 | 4 | 4 | X | Foreign Large Growth |
| JNDVX | Janus Henderson U.S. Dividend Income N | Owns companies we recommend for divestment | 2 | 3 | 4 | 5 | X | Large Value |
| JIDVX | Janus Henderson U.S. Dividend Income I | Owns companies we recommend for divestment | 2 | 3 | 4 | 5 | X | Large Value |
| JDDVX | Janus Henderson U.S. Dividend Income D | Owns companies we recommend for divestment | 2 | 3 | 4 | 5 | X | Large Value |
| JSVTX | Janus Henderson Small-Mid Cap Value T | Owns companies we recommend for divestment | 2 | 2 | 0 | 1 | X | Mid-Cap Value |
| JSVSX | Janus Henderson Small-Mid Cap Value S | Owns companies we recommend for divestment | 2 | 2 | 0 | 1 | X | Mid-Cap Value |
| JVSNX | Janus Henderson Small-Mid Cap Value N | Owns companies we recommend for divestment | 2 | 2 | 0 | 1 | X | Mid-Cap Value |
| JVSIX | Janus Henderson Small-Mid Cap Value I | Owns companies we recommend for divestment | 2 | 2 | 0 | 1 | X | Mid-Cap Value |
| JSVDX | Janus Henderson Small-Mid Cap Value D | Owns companies we recommend for divestment | 2 | 2 | 0 | 1 | X | Mid-Cap Value |
| JVSCX | Janus Henderson Small-Mid Cap Value C | Owns companies we recommend for divestment | 2 | 2 | 0 | 1 | X | Mid-Cap Value |
| JVSAX | Janus Henderson Small-Mid Cap Value A | Owns companies we recommend for divestment | 2 | 2 | 0 | 1 | X | Mid-Cap Value |
| JORNX | Janus Henderson Global Select T | Owns companies we recommend for divestment | 2 | 2 | 2 | 6 | X | Global Large-Stock Blend |
| JORIX | Janus Henderson Global Select S | Owns companies we recommend for divestment | 2 | 2 | 2 | 6 | X | Global Large-Stock Blend |
| JORRX | Janus Henderson Global Select R | Owns companies we recommend for divestment | 2 | 2 | 2 | 6 | X | Global Large-Stock Blend |
| JSLNX | Janus Henderson Global Select N | Owns companies we recommend for divestment | 2 | 2 | 2 | 6 | X | Global Large-Stock Blend |
| GOIOX | JHancock International Growth 1 | Owns companies we recommend for divestment | 2 | 1 | 4 | 4 | X | Foreign Large Growth |
| GONCX | JHancock International Growth C | Owns companies we recommend for divestment | 2 | 1 | 4 | 4 | X | Foreign Large Growth |
| JANRX | Janus Henderson Global Select D | Owns companies we recommend for divestment | 2 | 2 | 2 | 6 | X | Global Large-Stock Blend |
| JNL/Invesco Small Cap Growth I | Owns companies we recommend for divestment | 2 | 1 | 1 | 3 | X | Small Growth |
| JLVZX | JPMorgan Large Cap Value R2 | Owns companies we recommend for divestment | 2 | 7 | 4 | 6 | X | Large Value |
| HLQVX | JPMorgan Large Cap Value I | Owns companies we recommend for divestment | 2 | 7 | 4 | 6 | X | Large Value |
| OLVCX | JPMorgan Large Cap Value C | Owns companies we recommend for divestment | 2 | 7 | 4 | 6 | X | Large Value |
| OLVAX | JPMorgan Large Cap Value A | Owns companies we recommend for divestment | 2 | 7 | 4 | 6 | X | Large Value |
| JPIN | JPMorgan Diversified Return Intl Eq ETF | Owns companies we recommend for divestment | 2 | 2 | 3 | 4 | X | Foreign Large Value |
| JPEM | JPMorgan Diversified Return EMkts Eq ETF | Owns companies we recommend for divestment | 2 | 0 | 3 | 0 | X | Diversified Emerging Mkts |
| JNL/T. Rowe Price Established Growth I | Owns companies we recommend for divestment | 2 | 2 | 6 | 8 | X | Large Growth |
| JNL/T. Rowe Price Established Growth A | Owns companies we recommend for divestment | 2 | 2 | 6 | 8 | X | Large Growth |
| JNL/T. Rowe Price Capital Appreciation I | Owns companies we recommend for divestment | 2 | 3 | 4 | 9 | X | Allocation--50% to 70% Equity |
| JNL/T. Rowe Price Capital Appreciation A | Owns companies we recommend for divestment | 2 | 3 | 4 | 9 | X | Allocation--50% to 70% Equity |
| JNL/Morningstar U.S. Sust Idx I | Owns companies we recommend for divestment | 2 | 10 | 9 | 14 | V | Large Blend |
| JNL/Morningstar U.S. Sust Idx A | Owns companies we recommend for divestment | 2 | 10 | 9 | 14 | V | Large Blend |
| JNL/Loomis Sayles Global Growth I | Owns companies we recommend for divestment | 2 | 3 | 4 | 5 | X | Global Large-Stock Growth |
| JNL/Loomis Sayles Global Growth A | Owns companies we recommend for divestment | 2 | 3 | 4 | 5 | X | Global Large-Stock Growth |
| JNL/Invesco Small Cap Growth A | Owns companies we recommend for divestment | 2 | 1 | 1 | 3 | X | Small Growth |
| GOGIX | JHancock International Growth I | Owns companies we recommend for divestment | 2 | 1 | 4 | 4 | X | Foreign Large Growth |
| JNL Emerging Markets Index I | Owns companies we recommend for divestment | 2 | 0 | 7 | 0 | X | Diversified Emerging Mkts |
| JCAVX | JHFunds2 Capital Appreciation Value NAV | Owns companies we recommend for divestment | 2 | 3 | 4 | 9 | X | Allocation--50% to 70% Equity |
| JHDV | Jhancock U.S. High Dividend ETF | Owns companies we recommend for divestment | 2 | 5 | 7 | 6 | X | Large Value |
| JWSOX | JHancock New Opportunities R6 | Owns companies we recommend for divestment | 2 | 2 | 0 | 3 | X | Small Growth |
| JUSOX | JHancock New Opportunities R4 | Owns companies we recommend for divestment | 2 | 2 | 0 | 3 | X | Small Growth |
| JSSOX | JHancock New Opportunities R2 | Owns companies we recommend for divestment | 2 | 2 | 0 | 3 | X | Small Growth |
| JHSOX | JHancock New Opportunities I | Owns companies we recommend for divestment | 2 | 2 | 0 | 3 | X | Small Growth |
| JBSOX | JHancock New Opportunities C | Owns companies we recommend for divestment | 2 | 2 | 0 | 3 | X | Small Growth |
| JASOX | JHancock New Opportunities A | Owns companies we recommend for divestment | 2 | 2 | 0 | 3 | X | Small Growth |
| JISOX | JHancock New Opportunities 1 | Owns companies we recommend for divestment | 2 | 2 | 0 | 3 | X | Small Growth |
| JIGTX | JHancock International Growth R6 | Owns companies we recommend for divestment | 2 | 1 | 4 | 4 | X | Foreign Large Growth |
| JIGIX | JHancock International Growth R4 | Owns companies we recommend for divestment | 2 | 1 | 4 | 4 | X | Foreign Large Growth |
| JHIGX | JHancock International Growth R2 | Owns companies we recommend for divestment | 2 | 1 | 4 | 4 | X | Foreign Large Growth |
| JIGHX | JHancock International Growth NAV | Owns companies we recommend for divestment | 2 | 1 | 4 | 4 | X | Foreign Large Growth |
| JORFX | Janus Henderson Global Select I | Owns companies we recommend for divestment | 2 | 2 | 2 | 6 | X | Global Large-Stock Blend |
| JORCX | Janus Henderson Global Select C | Owns companies we recommend for divestment | 2 | 2 | 2 | 6 | X | Global Large-Stock Blend |
| OLVRX | JPMorgan Large Cap Value R4 | Owns companies we recommend for divestment | 2 | 7 | 4 | 6 | X | Large Value |
| RPV | Invesco S&P 500® Pure Value ETF | Owns companies we recommend for divestment | 2 | 8 | 5 | 7 | X | Large Value |
| VSMCX | Invesco Small Cap Value C | Owns companies we recommend for divestment | 2 | 1 | 2 | 3 | X | Small Value |
| VSCAX | Invesco Small Cap Value A | Owns companies we recommend for divestment | 2 | 1 | 2 | 3 | X | Small Value |
| GTSYX | Invesco Small Cap Growth Y | Owns companies we recommend for divestment | 2 | 1 | 1 | 3 | X | Small Growth |
| GTSFX | Invesco Small Cap Growth R6 | Owns companies we recommend for divestment | 2 | 1 | 1 | 3 | X | Small Growth |
| GTSVX | Invesco Small Cap Growth R5 | Owns companies we recommend for divestment | 2 | 1 | 1 | 3 | X | Small Growth |
| GTSRX | Invesco Small Cap Growth R | Owns companies we recommend for divestment | 2 | 1 | 1 | 3 | X | Small Growth |
| GTSIX | Invesco Small Cap Growth Inv | Owns companies we recommend for divestment | 2 | 1 | 1 | 3 | X | Small Growth |
| GTSDX | Invesco Small Cap Growth C | Owns companies we recommend for divestment | 2 | 1 | 1 | 3 | X | Small Growth |
| GTSAX | Invesco Small Cap Growth A | Owns companies we recommend for divestment | 2 | 1 | 1 | 3 | X | Small Growth |
| XMVM | Invesco S&P MidCap Value with Momt ETF | Owns companies we recommend for divestment | 2 | 2 | 0 | 2 | X | Mid-Cap Value |
| XMHQ | Invesco S&P MidCap Quality ETF | Owns companies we recommend for divestment | 2 | 4 | 1 | 3 | X | Mid-Cap Blend |
| RFG | Invesco S&P MidCap 400® Pure Growth ETF | Owns companies we recommend for divestment | 2 | 2 | 1 | 3 | X | Mid-Cap Growth |
| IDLV | Invesco S&P Intl Dev Low Vol ETF | Owns companies we recommend for divestment | 2 | 0 | 2 | 2 | X | Foreign Large Blend |
| IDHQ | Invesco S&P International Dev Qual ETF | Owns companies we recommend for divestment | 2 | 0 | 3 | 3 | X | Foreign Large Growth |
| SPVU | Invesco S&P 500® Enhanced Value ETF | Owns companies we recommend for divestment | 2 | 10 | 6 | 10 | X | Large Value |
| SMVSX | Invesco Small Cap Value R6 | Owns companies we recommend for divestment | 2 | 1 | 2 | 3 | X | Small Value |
| ISEM | Invesco RAFI™StrategicEmergingMarketsETF | Owns companies we recommend for divestment | 2 | 0 | 4 | 0 | X | Diversified Emerging Mkts |
| PBEE | Invesco PureBeta FTSE Emerging Mkts ETF | Owns companies we recommend for divestment | 2 | 0 | 4 | 0 | X | Diversified Emerging Mkts |
| QQQJ | Invesco NASDAQ Next Gen 100 ETF | Owns companies we recommend for divestment | 2 | 2 | 3 | 2 | X | Mid-Cap Growth |
| VSQYX | Invesco MSCI World SRI Index Y | Owns companies we recommend for divestment | 2 | 6 | 5 | 6 | V | Global Large-Stock Blend |
| VSQSX | Invesco MSCI World SRI Index R6 | Owns companies we recommend for divestment | 2 | 6 | 5 | 6 | V | Global Large-Stock Blend |
| VSQFX | Invesco MSCI World SRI Index R5 | Owns companies we recommend for divestment | 2 | 6 | 5 | 6 | V | Global Large-Stock Blend |
| VSQRX | Invesco MSCI World SRI Index R | Owns companies we recommend for divestment | 2 | 6 | 5 | 6 | V | Global Large-Stock Blend |
| VSQCX | Invesco MSCI World SRI Index C | Owns companies we recommend for divestment | 2 | 6 | 5 | 6 | V | Global Large-Stock Blend |
| VSQAX | Invesco MSCI World SRI Index A | Owns companies we recommend for divestment | 2 | 6 | 5 | 6 | V | Global Large-Stock Blend |
| ERTH | Invesco MSCI Sustainable Future ETF | Owns companies we recommend for divestment | 2 | 0 | 5 | 0 | V | Miscellaneous Sector |
| OSCYX | Invesco Main Street Small Cap Y | Owns companies we recommend for divestment | 2 | 1 | 1 | 3 | X | Small Blend |
| OSSIX | Invesco Main Street Small Cap R6 | Owns companies we recommend for divestment | 2 | 1 | 1 | 3 | X | Small Blend |
| MNSQX | Invesco Main Street Small Cap R5 | Owns companies we recommend for divestment | 2 | 1 | 1 | 3 | X | Small Blend |
| OSCNX | Invesco Main Street Small Cap R | Owns companies we recommend for divestment | 2 | 1 | 1 | 3 | X | Small Blend |
| VSRAX | Invesco Small Cap Value R | Owns companies we recommend for divestment | 2 | 1 | 2 | 3 | X | Small Value |
| VSMIX | Invesco Small Cap Value Y | Owns companies we recommend for divestment | 2 | 1 | 2 | 3 | X | Small Value |
| JORAX | Janus Henderson Global Select A | Owns companies we recommend for divestment | 2 | 2 | 2 | 6 | X | Global Large-Stock Blend |
| XJR | iShares® ESG Screened S&P Small-Cap ETF | Owns companies we recommend for divestment | 2 | 2 | 3 | 5 | V | Small Blend |
| HFQTX | Janus Henderson Global Equity Income T | Owns companies we recommend for divestment | 2 | 1 | 3 | 0 | X | Foreign Large Value |
| HFQSX | Janus Henderson Global Equity Income S | Owns companies we recommend for divestment | 2 | 1 | 3 | 0 | X | Foreign Large Value |
| HFQRX | Janus Henderson Global Equity Income N | Owns companies we recommend for divestment | 2 | 1 | 3 | 0 | X | Foreign Large Value |
| HFQIX | Janus Henderson Global Equity Income I | Owns companies we recommend for divestment | 2 | 1 | 3 | 0 | X | Foreign Large Value |
| HFQDX | Janus Henderson Global Equity Income D | Owns companies we recommend for divestment | 2 | 1 | 3 | 0 | X | Foreign Large Value |
| HFQCX | Janus Henderson Global Equity Income C | Owns companies we recommend for divestment | 2 | 1 | 3 | 0 | X | Foreign Large Value |
| HFQAX | Janus Henderson Global Equity Income A | Owns companies we recommend for divestment | 2 | 1 | 3 | 0 | X | Foreign Large Value |
| JAGTX | Janus Henderson Glb Tech and Innovt T | Owns companies we recommend for divestment | 2 | 4 | 3 | 4 | X | Technology |
| JATSX | Janus Henderson Glb Tech and Innovt S | Owns companies we recommend for divestment | 2 | 4 | 3 | 4 | X | Technology |
| JATNX | Janus Henderson Glb Tech and Innovt N | Owns companies we recommend for divestment | 2 | 4 | 3 | 4 | X | Technology |
| JATIX | Janus Henderson Glb Tech and Innovt I | Owns companies we recommend for divestment | 2 | 4 | 3 | 4 | X | Technology |
| JNGTX | Janus Henderson Glb Tech and Innovt D | Owns companies we recommend for divestment | 2 | 4 | 3 | 4 | X | Technology |
| JAGCX | Janus Henderson Glb Tech and Innovt C | Owns companies we recommend for divestment | 2 | 4 | 3 | 4 | X | Technology |
| JATAX | Janus Henderson Glb Tech and Innovt A | Owns companies we recommend for divestment | 2 | 4 | 3 | 4 | X | Technology |
| LDEM | iShares® ESG MSCI EM Leaders ETF | Owns companies we recommend for divestment | 2 | 0 | 4 | 0 | V | Diversified Emerging Mkts |
| IQSU | IQ Candriam ESG U.S. Large Cap Eq ETF | Owns companies we recommend for divestment | 2 | 15 | 13 | 20 | V | Large Blend |
| TECB | iShares US Tech Breakthrough Mltsctr ETF | Owns companies we recommend for divestment | 2 | 2 | 4 | 7 | X | Technology |
| SVAL | iShares US Small Cap Value Factor ETF | Owns companies we recommend for divestment | 2 | 2 | 2 | 3 | X | Small Value |
| SMMV | iShares MSCI USA Sm-Cp Min Vol Fctr ETF | Owns companies we recommend for divestment | 2 | 3 | 2 | 5 | X | Small Blend |
| EWUS | iShares MSCI United Kingdom Small-Cp ETF | Owns companies we recommend for divestment | 2 | 2 | 1 | 0 | X | Miscellaneous Region |
| EWU | iShares MSCI United Kingdom ETF | Owns companies we recommend for divestment | 2 | 2 | 1 | 4 | X | Miscellaneous Region |
| IQLT | iShares MSCI Intl Quality Factor ETF | Owns companies we recommend for divestment | 2 | 0 | 7 | 1 | X | Foreign Large Blend |
| IEUS | iShares MSCI Europe Small-Cap ETF | Owns companies we recommend for divestment | 2 | 2 | 4 | 0 | X | Europe Stock |
| EEM | iShares MSCI Emerging Markets ETF | Owns companies we recommend for divestment | 2 | 0 | 7 | 0 | X | Diversified Emerging Mkts |
| MXI | iShares Global Materials ETF | Owns companies we recommend for divestment | 2 | 0 | 2 | 0 | X | Natural Resources |
| IXG | iShares Global Financials ETF | Owns companies we recommend for divestment | 2 | 13 | 0 | 12 | X | Financial |
| XT | iShares Exponential Technologies ETF | Owns companies we recommend for divestment | 2 | 3 | 8 | 6 | X | Miscellaneous Sector |
| ESGE | iShares ESG Aware MSCI EM ETF | Owns companies we recommend for divestment | 2 | 0 | 2 | 0 | V | Diversified Emerging Mkts |
| IHAK | iShares Cybersecurity and Tech ETF | Owns companies we recommend for divestment | 2 | 0 | 0 | 3 | X | Technology |
| IEMG | iShares Core MSCI Emerging Markets ETF | Owns companies we recommend for divestment | 2 | 0 | 11 | 0 | X | Diversified Emerging Mkts |
| OLVTX | JPMorgan Large Cap Value R3 | Owns companies we recommend for divestment | 2 | 7 | 4 | 6 | X | Large Value |
| JLVRX | JPMorgan Large Cap Value R5 | Owns companies we recommend for divestment | 2 | 7 | 4 | 6 | X | Large Value |
| OSCAX | Invesco Main Street Small Cap A | Owns companies we recommend for divestment | 2 | 1 | 1 | 3 | X | Small Blend |
| MTRBX | MFS Total Return B | Owns companies we recommend for divestment | 2 | 6 | 4 | 11 | X | Allocation--50% to 70% Equity |
| NMANX | Neuberger Berman Mid Cap Growth Inv | Owns companies we recommend for divestment | 2 | 1 | 0 | 2 | X | Mid-Cap Growth |
| NBMLX | Neuberger Berman Mid Cap Growth Inst | Owns companies we recommend for divestment | 2 | 1 | 0 | 2 | X | Mid-Cap Growth |
| NMGCX | Neuberger Berman Mid Cap Growth C | Owns companies we recommend for divestment | 2 | 1 | 0 | 2 | X | Mid-Cap Growth |
| NBMBX | Neuberger Berman Mid Cap Growth Adv | Owns companies we recommend for divestment | 2 | 1 | 0 | 2 | X | Mid-Cap Growth |
| NMGAX | Neuberger Berman Mid Cap Growth A | Owns companies we recommend for divestment | 2 | 1 | 0 | 2 | X | Mid-Cap Growth |
| Neuberger Berman AMT Mid-Cap Growth S | Owns companies we recommend for divestment | 2 | 1 | 0 | 2 | X | Mid-Cap Growth |
| Neuberger Berman AMT Mid-Cap Growth I | Owns companies we recommend for divestment | 2 | 1 | 0 | 2 | X | Mid-Cap Growth |
| MSFKX | MFS Total Return R6 | Owns companies we recommend for divestment | 2 | 6 | 4 | 11 | X | Allocation--50% to 70% Equity |
| MSFJX | MFS Total Return R4 | Owns companies we recommend for divestment | 2 | 6 | 4 | 11 | X | Allocation--50% to 70% Equity |
| MSFHX | MFS Total Return R3 | Owns companies we recommend for divestment | 2 | 6 | 4 | 11 | X | Allocation--50% to 70% Equity |
| MTRRX | MFS Total Return R2 | Owns companies we recommend for divestment | 2 | 6 | 4 | 11 | X | Allocation--50% to 70% Equity |
| MSFFX | MFS Total Return R1 | Owns companies we recommend for divestment | 2 | 6 | 4 | 11 | X | Allocation--50% to 70% Equity |
| MTRIX | MFS Total Return I | Owns companies we recommend for divestment | 2 | 6 | 4 | 11 | X | Allocation--50% to 70% Equity |
| MTRCX | MFS Total Return C | Owns companies we recommend for divestment | 2 | 6 | 4 | 11 | X | Allocation--50% to 70% Equity |
| MSFRX | MFS Total Return A | Owns companies we recommend for divestment | 2 | 6 | 4 | 11 | X | Allocation--50% to 70% Equity |
| NRMGX | Neuberger Berman Mid Cap Growth R6 | Owns companies we recommend for divestment | 2 | 1 | 0 | 2 | X | Mid-Cap Growth |
| OTCKX | MFS Mid Cap Growth R6 | Owns companies we recommend for divestment | 2 | 1 | 0 | 3 | X | Mid-Cap Growth |
| OTCJX | MFS Mid Cap Growth R4 | Owns companies we recommend for divestment | 2 | 1 | 0 | 3 | X | Mid-Cap Growth |
| OTCHX | MFS Mid Cap Growth R3 | Owns companies we recommend for divestment | 2 | 1 | 0 | 3 | X | Mid-Cap Growth |
| MCPRX | MFS Mid Cap Growth R2 | Owns companies we recommend for divestment | 2 | 1 | 0 | 3 | X | Mid-Cap Growth |
| OTCGX | MFS Mid Cap Growth R1 | Owns companies we recommend for divestment | 2 | 1 | 0 | 3 | X | Mid-Cap Growth |
| OTCIX | MFS Mid Cap Growth I | Owns companies we recommend for divestment | 2 | 1 | 0 | 3 | X | Mid-Cap Growth |
| OTCCX | MFS Mid Cap Growth C | Owns companies we recommend for divestment | 2 | 1 | 0 | 3 | X | Mid-Cap Growth |
| OTCBX | MFS Mid Cap Growth B | Owns companies we recommend for divestment | 2 | 1 | 0 | 3 | X | Mid-Cap Growth |
| OTCAX | MFS Mid Cap Growth A | Owns companies we recommend for divestment | 2 | 1 | 0 | 3 | X | Mid-Cap Growth |
| MVGNX | MFS Low Volatility Global Equity R6 | Owns companies we recommend for divestment | 2 | 6 | 4 | 6 | X | Global Large-Stock Blend |
| MVGMX | MFS Low Volatility Global Equity R4 | Owns companies we recommend for divestment | 2 | 6 | 4 | 6 | X | Global Large-Stock Blend |
| MVGLX | MFS Low Volatility Global Equity R3 | Owns companies we recommend for divestment | 2 | 6 | 4 | 6 | X | Global Large-Stock Blend |
| MVGKX | MFS Low Volatility Global Equity R2 | Owns companies we recommend for divestment | 2 | 6 | 4 | 6 | X | Global Large-Stock Blend |
| MVGJX | MFS Low Volatility Global Equity R1 | Owns companies we recommend for divestment | 2 | 6 | 4 | 6 | X | Global Large-Stock Blend |
| NMGRX | Neuberger Berman Mid Cap Growth R3 | Owns companies we recommend for divestment | 2 | 1 | 0 | 2 | X | Mid-Cap Growth |
| NBMTX | Neuberger Berman Mid Cap Growth Tr | Owns companies we recommend for divestment | 2 | 1 | 0 | 2 | X | Mid-Cap Growth |
| MVGCX | MFS Low Volatility Global Equity C | Owns companies we recommend for divestment | 2 | 6 | 4 | 6 | X | Global Large-Stock Blend |
| OCSGX | Optimum Small-Mid Cap Growth C | Owns companies we recommend for divestment | 2 | 1 | 1 | 2 | X | Small Growth |
| PIOKX | Pioneer K | Owns companies we recommend for divestment | 2 | 6 | 4 | 7 | V | Large Blend |
| PCODX | Pioneer C | Owns companies we recommend for divestment | 2 | 6 | 4 | 7 | V | Large Blend |
| AYBLX | Pioneer Balanced ESG Y | Owns companies we recommend for divestment | 2 | 9 | 7 | 12 | V | Allocation--50% to 70% Equity |
| CBPRX | Pioneer Balanced ESG R | Owns companies we recommend for divestment | 2 | 9 | 7 | 12 | V | Allocation--50% to 70% Equity |
| PCBKX | Pioneer Balanced ESG K | Owns companies we recommend for divestment | 2 | 9 | 7 | 12 | V | Allocation--50% to 70% Equity |
| PCBCX | Pioneer Balanced ESG C | Owns companies we recommend for divestment | 2 | 9 | 7 | 12 | V | Allocation--50% to 70% Equity |
| AOBLX | Pioneer Balanced ESG A | Owns companies we recommend for divestment | 2 | 9 | 7 | 12 | V | Allocation--50% to 70% Equity |
| PIODX | Pioneer A | Owns companies we recommend for divestment | 2 | 6 | 4 | 7 | V | Large Blend |
| RAFE | PIMCO RAFI ESG US ETF | Owns companies we recommend for divestment | 2 | 12 | 9 | 14 | V | Large Value |
| PMJIX | PIMCO RAE US Small Instl | Owns companies we recommend for divestment | 2 | 2 | 1 | 3 | X | Small Value |
| PMJPX | PIMCO RAE US Small I-2 | Owns companies we recommend for divestment | 2 | 2 | 1 | 3 | X | Small Value |
| PMJAX | PIMCO RAE US Small A | Owns companies we recommend for divestment | 2 | 2 | 1 | 3 | X | Small Value |
| OSCBX | Overseas SMA Completion | Owns companies we recommend for divestment | 2 | 0 | 3 | 0 | X | Foreign Large Value |
| OISGX | Optimum Small-Mid Cap Growth Instl | Owns companies we recommend for divestment | 2 | 1 | 1 | 2 | X | Small Growth |
| OASGX | Optimum Small-Mid Cap Growth A | Owns companies we recommend for divestment | 2 | 1 | 1 | 2 | X | Small Growth |
| NOEMX | Northern Emerging Markets Equity Index | Owns companies we recommend for divestment | 2 | 0 | 7 | 0 | X | Diversified Emerging Mkts |
| OIIEX | Optimum International Instl | Owns companies we recommend for divestment | 2 | 1 | 6 | 2 | X | Foreign Large Blend |
| OCIEX | Optimum International C | Owns companies we recommend for divestment | 2 | 1 | 6 | 2 | X | Foreign Large Blend |
| OAIEX | Optimum International A | Owns companies we recommend for divestment | 2 | 1 | 6 | 2 | X | Foreign Large Blend |
| ASEFX | Nuveen Small Cap Select R6 | Owns companies we recommend for divestment | 2 | 1 | 1 | 1 | X | Small Blend |
| ARSTX | Nuveen Small Cap Select I | Owns companies we recommend for divestment | 2 | 1 | 1 | 1 | X | Small Blend |
| NSCS | Nuveen Small Cap Select ETF | Owns companies we recommend for divestment | 2 | 1 | 1 | 1 | X | Small Blend |
| EMGRX | Nuveen Small Cap Select A | Owns companies we recommend for divestment | 2 | 1 | 1 | 1 | X | Small Blend |
| NQCRX | Nuveen Large Cap Value I | Owns companies we recommend for divestment | 2 | 5 | 5 | 7 | X | Large Value |
| NQCCX | Nuveen Large Cap Value C | Owns companies we recommend for divestment | 2 | 5 | 5 | 7 | X | Large Value |
| NQCAX | Nuveen Large Cap Value A | Owns companies we recommend for divestment | 2 | 5 | 5 | 7 | X | Large Value |
| NUGO | Nuveen Growth Opportunities ETF | Owns companies we recommend for divestment | 2 | 4 | 6 | 6 | X | Large Growth |
| NUGIX | Nuveen Global Dividend Growth I | Owns companies we recommend for divestment | 2 | 3 | 2 | 4 | X | Global Large-Stock Blend |
| NUGCX | Nuveen Global Dividend Growth C | Owns companies we recommend for divestment | 2 | 3 | 2 | 4 | X | Global Large-Stock Blend |
| NUGAX | Nuveen Global Dividend Growth A | Owns companies we recommend for divestment | 2 | 3 | 2 | 4 | X | Global Large-Stock Blend |
| MVGIX | MFS Low Volatility Global Equity I | Owns companies we recommend for divestment | 2 | 6 | 4 | 6 | X | Global Large-Stock Blend |
| MVGBX | MFS Low Volatility Global Equity B | Owns companies we recommend for divestment | 2 | 6 | 4 | 6 | X | Global Large-Stock Blend |
| JLVMX | JPMorgan Large Cap Value R6 | Owns companies we recommend for divestment | 2 | 7 | 4 | 6 | X | Large Value |
| MUESX | MFS Blended Research Core Equity R2 | Owns companies we recommend for divestment | 2 | 8 | 13 | 13 | X | Large Blend |
| BRXBX | MFS Blended Research Intl Eq B | Owns companies we recommend for divestment | 2 | 4 | 3 | 2 | X | Foreign Large Blend |
| BRXAX | MFS Blended Research Intl Eq A | Owns companies we recommend for divestment | 2 | 4 | 3 | 2 | X | Foreign Large Blend |
| BRWVX | MFS Blended Research Growth Eq R6 | Owns companies we recommend for divestment | 2 | 4 | 9 | 8 | X | Large Growth |
| BRWUX | MFS Blended Research Growth Eq R4 | Owns companies we recommend for divestment | 2 | 4 | 9 | 8 | X | Large Growth |
| BRWTX | MFS Blended Research Growth Eq R3 | Owns companies we recommend for divestment | 2 | 4 | 9 | 8 | X | Large Growth |
| BRWSX | MFS Blended Research Growth Eq R2 | Owns companies we recommend for divestment | 2 | 4 | 9 | 8 | X | Large Growth |
| BRWRX | MFS Blended Research Growth Eq R1 | Owns companies we recommend for divestment | 2 | 4 | 9 | 8 | X | Large Growth |
| BRWJX | MFS Blended Research Growth Eq I | Owns companies we recommend for divestment | 2 | 4 | 9 | 8 | X | Large Growth |
| BRWCX | MFS Blended Research Growth Eq C | Owns companies we recommend for divestment | 2 | 4 | 9 | 8 | X | Large Growth |
| BRWBX | MFS Blended Research Growth Eq B | Owns companies we recommend for divestment | 2 | 4 | 9 | 8 | X | Large Growth |
| BRWAX | MFS Blended Research Growth Eq A | Owns companies we recommend for divestment | 2 | 4 | 9 | 8 | X | Large Growth |
| MUEVX | MFS Blended Research Core Equity R6 | Owns companies we recommend for divestment | 2 | 8 | 13 | 13 | X | Large Blend |
| MUEUX | MFS Blended Research Core Equity R4 | Owns companies we recommend for divestment | 2 | 8 | 13 | 13 | X | Large Blend |
| MUETX | MFS Blended Research Core Equity R3 | Owns companies we recommend for divestment | 2 | 8 | 13 | 13 | X | Large Blend |
| MUERX | MFS Blended Research Core Equity R1 | Owns companies we recommend for divestment | 2 | 8 | 13 | 13 | X | Large Blend |
| BRXIX | MFS Blended Research Intl Eq I | Owns companies we recommend for divestment | 2 | 4 | 3 | 2 | X | Foreign Large Blend |
| MUSEX | MFS Blended Research Core Equity I | Owns companies we recommend for divestment | 2 | 8 | 13 | 13 | X | Large Blend |
| MUECX | MFS Blended Research Core Equity C | Owns companies we recommend for divestment | 2 | 8 | 13 | 13 | X | Large Blend |
| MUSBX | MFS Blended Research Core Equity B | Owns companies we recommend for divestment | 2 | 8 | 13 | 13 | X | Large Blend |
| MUEAX | MFS Blended Research Core Equity A | Owns companies we recommend for divestment | 2 | 8 | 13 | 13 | X | Large Blend |
| KESGX | Kennedy Capital ESG SMID Cap I | Owns companies we recommend for divestment | 2 | 1 | 0 | 2 | V | Small Blend |
| JUEMX | JPMorgan US Equity R6 | Owns companies we recommend for divestment | 2 | 5 | 4 | 9 | X | Large Blend |
| JUSRX | JPMorgan US Equity R5 | Owns companies we recommend for divestment | 2 | 5 | 4 | 9 | X | Large Blend |
| JUEQX | JPMorgan US Equity R4 | Owns companies we recommend for divestment | 2 | 5 | 4 | 9 | X | Large Blend |
| JUEPX | JPMorgan US Equity R3 | Owns companies we recommend for divestment | 2 | 5 | 4 | 9 | X | Large Blend |
| JUEZX | JPMorgan US Equity R2 | Owns companies we recommend for divestment | 2 | 5 | 4 | 9 | X | Large Blend |
| JMUEX | JPMorgan US Equity L | Owns companies we recommend for divestment | 2 | 5 | 4 | 9 | X | Large Blend |
| JUESX | JPMorgan US Equity I | Owns companies we recommend for divestment | 2 | 5 | 4 | 9 | X | Large Blend |
| JUECX | JPMorgan US Equity C | Owns companies we recommend for divestment | 2 | 5 | 4 | 9 | X | Large Blend |
| JUEAX | JPMorgan US Equity A | Owns companies we recommend for divestment | 2 | 5 | 4 | 9 | X | Large Blend |
| BRXCX | MFS Blended Research Intl Eq C | Owns companies we recommend for divestment | 2 | 4 | 3 | 2 | X | Foreign Large Blend |
| BRXRX | MFS Blended Research Intl Eq R1 | Owns companies we recommend for divestment | 2 | 4 | 3 | 2 | X | Foreign Large Blend |
| MVGAX | MFS Low Volatility Global Equity A | Owns companies we recommend for divestment | 2 | 6 | 4 | 6 | X | Global Large-Stock Blend |
| GLNIX | MFS Global New Discovery I | Owns companies we recommend for divestment | 2 | 1 | 0 | 1 | X | Global Small/Mid Stock |
| MLVTX | MFS Low Volatility Equity R6 | Owns companies we recommend for divestment | 2 | 5 | 4 | 10 | X | Large Blend |
| MLVRX | MFS Low Volatility Equity R4 | Owns companies we recommend for divestment | 2 | 5 | 4 | 10 | X | Large Blend |
| MLVPX | MFS Low Volatility Equity R3 | Owns companies we recommend for divestment | 2 | 5 | 4 | 10 | X | Large Blend |
| MLVOX | MFS Low Volatility Equity R2 | Owns companies we recommend for divestment | 2 | 5 | 4 | 10 | X | Large Blend |
| MLVMX | MFS Low Volatility Equity R1 | Owns companies we recommend for divestment | 2 | 5 | 4 | 10 | X | Large Blend |
| MLVHX | MFS Low Volatility Equity I | Owns companies we recommend for divestment | 2 | 5 | 4 | 10 | X | Large Blend |
| MLVGX | MFS Low Volatility Equity C | Owns companies we recommend for divestment | 2 | 5 | 4 | 10 | X | Large Blend |
| MLVBX | MFS Low Volatility Equity B | Owns companies we recommend for divestment | 2 | 5 | 4 | 10 | X | Large Blend |
| MLVAX | MFS Low Volatility Equity A | Owns companies we recommend for divestment | 2 | 5 | 4 | 10 | X | Large Blend |
| GLNNX | MFS Global New Discovery R6 | Owns companies we recommend for divestment | 2 | 1 | 0 | 1 | X | Global Small/Mid Stock |
| GLNMX | MFS Global New Discovery R4 | Owns companies we recommend for divestment | 2 | 1 | 0 | 1 | X | Global Small/Mid Stock |
| GLNLX | MFS Global New Discovery R3 | Owns companies we recommend for divestment | 2 | 1 | 0 | 1 | X | Global Small/Mid Stock |
| GLNKX | MFS Global New Discovery R2 | Owns companies we recommend for divestment | 2 | 1 | 0 | 1 | X | Global Small/Mid Stock |
| GLNJX | MFS Global New Discovery R1 | Owns companies we recommend for divestment | 2 | 1 | 0 | 1 | X | Global Small/Mid Stock |
| GLNCX | MFS Global New Discovery C | Owns companies we recommend for divestment | 2 | 1 | 0 | 1 | X | Global Small/Mid Stock |
| BRXSX | MFS Blended Research Intl Eq R2 | Owns companies we recommend for divestment | 2 | 4 | 3 | 2 | X | Foreign Large Blend |
| GLNBX | MFS Global New Discovery B | Owns companies we recommend for divestment | 2 | 1 | 0 | 1 | X | Global Small/Mid Stock |
| GLNAX | MFS Global New Discovery A | Owns companies we recommend for divestment | 2 | 1 | 0 | 1 | X | Global Small/Mid Stock |
| BMSYX | MFS Blended Research Mid Cap Eq R6 | Owns companies we recommend for divestment | 2 | 2 | 5 | 5 | X | Mid-Cap Blend |
| BMSVX | MFS Blended Research Mid Cap Eq R4 | Owns companies we recommend for divestment | 2 | 2 | 5 | 5 | X | Mid-Cap Blend |
| BMSTX | MFS Blended Research Mid Cap Eq R3 | Owns companies we recommend for divestment | 2 | 2 | 5 | 5 | X | Mid-Cap Blend |
| BMSSX | MFS Blended Research Mid Cap Eq R2 | Owns companies we recommend for divestment | 2 | 2 | 5 | 5 | X | Mid-Cap Blend |
| BMSRX | MFS Blended Research Mid Cap Eq R1 | Owns companies we recommend for divestment | 2 | 2 | 5 | 5 | X | Mid-Cap Blend |
| BMSLX | MFS Blended Research Mid Cap Eq I | Owns companies we recommend for divestment | 2 | 2 | 5 | 5 | X | Mid-Cap Blend |
| BMSDX | MFS Blended Research Mid Cap Eq C | Owns companies we recommend for divestment | 2 | 2 | 5 | 5 | X | Mid-Cap Blend |
| BMSBX | MFS Blended Research Mid Cap Eq B | Owns companies we recommend for divestment | 2 | 2 | 5 | 5 | X | Mid-Cap Blend |
| BMSFX | MFS Blended Research Mid Cap Eq A | Owns companies we recommend for divestment | 2 | 2 | 5 | 5 | X | Mid-Cap Blend |
| BRXVX | MFS Blended Research Intl Eq R6 | Owns companies we recommend for divestment | 2 | 4 | 3 | 2 | X | Foreign Large Blend |
| BRXUX | MFS Blended Research Intl Eq R4 | Owns companies we recommend for divestment | 2 | 4 | 3 | 2 | X | Foreign Large Blend |
| BRXTX | MFS Blended Research Intl Eq R3 | Owns companies we recommend for divestment | 2 | 4 | 3 | 2 | X | Foreign Large Blend |
| OSCCX | Invesco Main Street Small Cap C | Owns companies we recommend for divestment | 2 | 1 | 1 | 3 | X | Small Blend |
| OPMYX | Invesco Main Street Mid Cap Y | Owns companies we recommend for divestment | 2 | 3 | 2 | 4 | X | Mid-Cap Blend |
| PYODX | Pioneer Y | Owns companies we recommend for divestment | 2 | 6 | 4 | 7 | V | Large Blend |
| FIEUX | Fidelity® Europe | Owns companies we recommend for divestment | 2 | 3 | 0 | 4 | X | Europe Stock |
| EARGX | First Eagle Global R3 | Owns companies we recommend for divestment | 2 | 7 | 5 | 7 | X | Global Allocation |
| SGIIX | First Eagle Global I | Owns companies we recommend for divestment | 2 | 7 | 5 | 7 | X | Global Allocation |
| FESGX | First Eagle Global C | Owns companies we recommend for divestment | 2 | 7 | 5 | 7 | X | Global Allocation |
| SGENX | First Eagle Global A | Owns companies we recommend for divestment | 2 | 7 | 5 | 7 | X | Global Allocation |
| FSLSX | Fidelity® Value Strategies | Owns companies we recommend for divestment | 2 | 1 | 2 | 1 | X | Mid-Cap Value |
| FINVX | Fidelity® Series International Value | Owns companies we recommend for divestment | 2 | 2 | 5 | 3 | X | Foreign Large Value |
| FERGX | Fidelity® SAI Emerging Markets Index | Owns companies we recommend for divestment | 2 | 0 | 7 | 0 | X | Diversified Emerging Mkts |
| FQAL | Fidelity® Quality Factor ETF | Owns companies we recommend for divestment | 2 | 2 | 8 | 6 | X | Large Blend |
| FDIS | Fidelity® MSCI Consumer Discret ETF | Owns companies we recommend for divestment | 2 | 5 | 8 | 6 | X | Consumer Cyclical |
| FFDKX | Fidelity® K | Owns companies we recommend for divestment | 2 | 7 | 9 | 9 | X | Large Growth |
| FAPCX | Fidelity® Intl Cptl Apprec K6 | Owns companies we recommend for divestment | 2 | 2 | 1 | 4 | X | Foreign Large Growth |
| FIVLX | Fidelity® International Value | Owns companies we recommend for divestment | 2 | 2 | 5 | 3 | X | Foreign Large Value |
| FIVFX | Fidelity® International Capital Apprec | Owns companies we recommend for divestment | 2 | 2 | 1 | 4 | X | Foreign Large Growth |
| FIFNX | Fidelity® Founders | Owns companies we recommend for divestment | 2 | 4 | 4 | 6 | X | Large Growth |
| FETKX | Fidelity® Equity Dividend Income K | Owns companies we recommend for divestment | 2 | 8 | 4 | 8 | X | Large Value |
| FRGLX | First Eagle Global R5 | Owns companies we recommend for divestment | 2 | 7 | 5 | 7 | X | Global Allocation |
| FEQTX | Fidelity® Equity Dividend Income | Owns companies we recommend for divestment | 2 | 8 | 4 | 8 | X | Large Value |
| FPADX | Fidelity® Emerging Markets Idx | Owns companies we recommend for divestment | 2 | 0 | 7 | 0 | X | Diversified Emerging Mkts |
| FBCVX | Fidelity® Blue Chip Value | Owns companies we recommend for divestment | 2 | 6 | 4 | 5 | X | Large Value |
| FFIDX | Fidelity® | Owns companies we recommend for divestment | 2 | 7 | 9 | 9 | X | Large Growth |
| FCAEX | Fidelity Climate Action | Owns companies we recommend for divestment | 2 | 4 | 6 | 8 | V | Global Large-Stock Growth |
| FASPX | Fidelity Advisor® Value Strategies M | Owns companies we recommend for divestment | 2 | 1 | 2 | 1 | X | Mid-Cap Value |
| FVSKX | Fidelity Advisor® Value Strategies K | Owns companies we recommend for divestment | 2 | 1 | 2 | 1 | X | Mid-Cap Value |
| FASOX | Fidelity Advisor® Value Strategies I | Owns companies we recommend for divestment | 2 | 1 | 2 | 1 | X | Mid-Cap Value |
| FVCSX | Fidelity Advisor® Value Strategies C | Owns companies we recommend for divestment | 2 | 1 | 2 | 1 | X | Mid-Cap Value |
| FSOAX | Fidelity Advisor® Value Strategies A | Owns companies we recommend for divestment | 2 | 1 | 2 | 1 | X | Mid-Cap Value |
| FVLTX | Fidelity Advisor® Value Leaders M | Owns companies we recommend for divestment | 2 | 6 | 4 | 5 | X | Large Value |
| FVLIX | Fidelity Advisor® Value Leaders I | Owns companies we recommend for divestment | 2 | 6 | 4 | 5 | X | Large Value |
| FVLCX | Fidelity Advisor® Value Leaders C | Owns companies we recommend for divestment | 2 | 6 | 4 | 5 | X | Large Value |
| FVLAX | Fidelity Advisor® Value Leaders A | Owns companies we recommend for divestment | 2 | 6 | 4 | 5 | X | Large Value |
| EAGRX | First Eagle Global R4 | Owns companies we recommend for divestment | 2 | 7 | 5 | 7 | X | Global Allocation |
| FEGRX | First Eagle Global R6 | Owns companies we recommend for divestment | 2 | 7 | 5 | 7 | X | Global Allocation |
| FIATX | Fidelity Advisor® Intl Capital App M | Owns companies we recommend for divestment | 2 | 2 | 1 | 4 | X | Foreign Large Growth |
| FLGB | Franklin FTSE United Kingdom ETF | Owns companies we recommend for divestment | 2 | 2 | 1 | 4 | X | Miscellaneous Region |
| TEDRX | Franklin Mutual Global Discovery R | Owns companies we recommend for divestment | 2 | 6 | 3 | 6 | X | Global Large-Stock Value |
| TEDSX | Franklin Mutual Global Discovery C | Owns companies we recommend for divestment | 2 | 6 | 3 | 6 | X | Global Large-Stock Value |
| TEDIX | Franklin Mutual Global Discovery A | Owns companies we recommend for divestment | 2 | 6 | 3 | 6 | X | Global Large-Stock Value |
| MEURX | Franklin Mutual European Z | Owns companies we recommend for divestment | 2 | 2 | 2 | 3 | X | Europe Stock |
| FMEUX | Franklin Mutual European R6 | Owns companies we recommend for divestment | 2 | 2 | 2 | 3 | X | Europe Stock |
| FMURX | Franklin Mutual European R | Owns companies we recommend for divestment | 2 | 2 | 2 | 3 | X | Europe Stock |
| TEURX | Franklin Mutual European C | Owns companies we recommend for divestment | 2 | 2 | 2 | 3 | X | Europe Stock |
| TEMIX | Franklin Mutual European A | Owns companies we recommend for divestment | 2 | 2 | 2 | 3 | X | Europe Stock |
| FCENX | Franklin International Core Equity Adv | Owns companies we recommend for divestment | 2 | 0 | 9 | 1 | X | Foreign Large Blend |
| FFAQX | Franklin Global Allocation R6 | Owns companies we recommend for divestment | 2 | 9 | 10 | 11 | X | Global Allocation |
| FFARX | Franklin Global Allocation R | Owns companies we recommend for divestment | 2 | 9 | 10 | 11 | X | Global Allocation |
| FFACX | Franklin Global Allocation C | Owns companies we recommend for divestment | 2 | 9 | 10 | 11 | X | Global Allocation |
| FFAAX | Franklin Global Allocation Adv | Owns companies we recommend for divestment | 2 | 9 | 10 | 11 | X | Global Allocation |
| FFALX | Franklin Global Allocation A | Owns companies we recommend for divestment | 2 | 9 | 10 | 11 | X | Global Allocation |
| FEDM | FlexShares ESG&Clmt Dev Mkts ex-US Cr | Owns companies we recommend for divestment | 2 | 4 | 10 | 6 | V | Foreign Large Blend |
| SGOVX | First Eagle Overseas A | Owns companies we recommend for divestment | 2 | 1 | 1 | 0 | X | Foreign Large Blend |
| FEUS | FlexShares ESG & Clmt US Lrg Cap Cr Idx | Owns companies we recommend for divestment | 2 | 10 | 14 | 15 | V | Large Blend |
| FKU | First Trust United Kingdom AlphaDEX® ETF | Owns companies we recommend for divestment | 2 | 2 | 1 | 3 | X | Miscellaneous Region |
| SDVY | First Trust SMID Cp Rising Div Achv ETF | Owns companies we recommend for divestment | 2 | 3 | 1 | 3 | X | Small Value |
| MMSC | First Trust Multi-Manager Sm Cp Opps ETF | Owns companies we recommend for divestment | 2 | 2 | 0 | 3 | X | Small Growth |
| MMLG | First Trust Multi-Manager Large Gr ETF | Owns companies we recommend for divestment | 2 | 3 | 7 | 9 | X | Large Growth |
| HDMV | First Trust Hrzn MgdVolatil Dev Intl ETF | Owns companies we recommend for divestment | 2 | 1 | 3 | 2 | X | Foreign Large Value |
| FEUZ | First Trust Eurozone AlphaDEX® ETF | Owns companies we recommend for divestment | 2 | 3 | 2 | 3 | X | Europe Stock |
| RBLD | First Trust Alerian US NextGen InfrasETF | Owns companies we recommend for divestment | 2 | 1 | 3 | 0 | X | Industrials |
| FEORX | First Eagle Overseas R6 | Owns companies we recommend for divestment | 2 | 1 | 1 | 0 | X | Foreign Large Blend |
| FEROX | First Eagle Overseas R5 | Owns companies we recommend for divestment | 2 | 1 | 1 | 0 | X | Foreign Large Blend |
| FIORX | First Eagle Overseas R4 | Owns companies we recommend for divestment | 2 | 1 | 1 | 0 | X | Foreign Large Blend |
| EAROX | First Eagle Overseas R3 | Owns companies we recommend for divestment | 2 | 1 | 1 | 0 | X | Foreign Large Blend |
| SGOIX | First Eagle Overseas I | Owns companies we recommend for divestment | 2 | 1 | 1 | 0 | X | Foreign Large Blend |
| FESOX | First Eagle Overseas C | Owns companies we recommend for divestment | 2 | 1 | 1 | 0 | X | Foreign Large Blend |
| FIDZX | Fidelity Advisor® Intl Capital App Z | Owns companies we recommend for divestment | 2 | 2 | 1 | 4 | X | Foreign Large Growth |
| FCPIX | Fidelity Advisor® Intl Capital App I | Owns companies we recommend for divestment | 2 | 2 | 1 | 4 | X | Foreign Large Growth |
| MDISX | Franklin Mutual Global Discovery Z | Owns companies we recommend for divestment | 2 | 6 | 3 | 6 | X | Global Large-Stock Value |
| DODBX | Dodge & Cox Balanced I | Owns companies we recommend for divestment | 2 | 6 | 10 | 10 | X | Allocation--50% to 70% Equity |
| ECASX | Eaton Vance Atlanta Capital SMID-Cap C | Owns companies we recommend for divestment | 2 | 1 | 0 | 3 | X | Mid-Cap Growth |
| EAASX | Eaton Vance Atlanta Capital SMID-Cap A | Owns companies we recommend for divestment | 2 | 1 | 0 | 3 | X | Mid-Cap Growth |
| DESSX | DWS ESG Core Equity S | Owns companies we recommend for divestment | 2 | 5 | 8 | 8 | V | Large Blend |
| DESUX | DWS ESG Core Equity R6 | Owns companies we recommend for divestment | 2 | 5 | 8 | 8 | V | Large Blend |
| DESRX | DWS ESG Core Equity R | Owns companies we recommend for divestment | 2 | 5 | 8 | 8 | V | Large Blend |
| DESGX | DWS ESG Core Equity Institutional | Owns companies we recommend for divestment | 2 | 5 | 8 | 8 | V | Large Blend |
| DESCX | DWS ESG Core Equity C | Owns companies we recommend for divestment | 2 | 5 | 8 | 8 | V | Large Blend |
| DESAX | DWS ESG Core Equity A | Owns companies we recommend for divestment | 2 | 5 | 8 | 8 | V | Large Blend |
| DOXGX | Dodge & Cox Stock X | Owns companies we recommend for divestment | 2 | 5 | 10 | 9 | X | Large Value |
| DODGX | Dodge & Cox Stock I | Owns companies we recommend for divestment | 2 | 5 | 10 | 9 | X | Large Value |
| DOXWX | Dodge & Cox Global Stock X | Owns companies we recommend for divestment | 2 | 5 | 7 | 7 | X | Global Large-Stock Value |
| DODWX | Dodge & Cox Global Stock I | Owns companies we recommend for divestment | 2 | 5 | 7 | 7 | X | Global Large-Stock Value |
| DODEX | Dodge & Cox Emerging Markets Stock | Owns companies we recommend for divestment | 2 | 0 | 5 | 0 | X | Diversified Emerging Mkts |
| DOXBX | Dodge & Cox Balanced X | Owns companies we recommend for divestment | 2 | 6 | 10 | 10 | X | Allocation--50% to 70% Equity |
| DFEV | Dimensional Emerging Markets Value ETF | Owns companies we recommend for divestment | 2 | 0 | 9 | 0 | X | Diversified Emerging Mkts |
| ERSMX | Eaton Vance Atlanta Capital SMID-Cap R | Owns companies we recommend for divestment | 2 | 1 | 0 | 3 | X | Mid-Cap Growth |
| DFEM | Dimensional Emerging Markets Cr Eq 2 ETF | Owns companies we recommend for divestment | 2 | 0 | 10 | 0 | X | Diversified Emerging Mkts |
| DFUKX | DFA United Kingdom Small Company I | Owns companies we recommend for divestment | 2 | 2 | 1 | 0 | X | Miscellaneous Region |
| DVZRX | Delaware Small Cap Value R6 | Owns companies we recommend for divestment | 2 | 1 | 0 | 3 | X | Small Value |
| DVLRX | Delaware Small Cap Value R | Owns companies we recommend for divestment | 2 | 1 | 0 | 3 | X | Small Value |
| DEVIX | Delaware Small Cap Value Instl | Owns companies we recommend for divestment | 2 | 1 | 0 | 3 | X | Small Value |
| DEVCX | Delaware Small Cap Value C | Owns companies we recommend for divestment | 2 | 1 | 0 | 3 | X | Small Value |
| DEVLX | Delaware Small Cap Value A | Owns companies we recommend for divestment | 2 | 1 | 0 | 3 | X | Small Value |
| FIVVX | Delaware Opportunity R6 | Owns companies we recommend for divestment | 2 | 1 | 1 | 4 | X | Mid-Cap Value |
| FIZRX | Delaware Opportunity R | Owns companies we recommend for divestment | 2 | 1 | 1 | 4 | X | Mid-Cap Value |
| FIVUX | Delaware Opportunity Instl | Owns companies we recommend for divestment | 2 | 1 | 1 | 4 | X | Mid-Cap Value |
| FIVCX | Delaware Opportunity C | Owns companies we recommend for divestment | 2 | 1 | 1 | 4 | X | Mid-Cap Value |
| FIUSX | Delaware Opportunity A | Owns companies we recommend for divestment | 2 | 1 | 1 | 4 | X | Mid-Cap Value |
| DLMRX | Delaware Mid Cap Value R | Owns companies we recommend for divestment | 2 | 1 | 1 | 4 | X | Mid-Cap Value |
| DLMIX | Delaware Mid Cap Value I | Owns companies we recommend for divestment | 2 | 1 | 1 | 4 | X | Mid-Cap Value |
| EISMX | Eaton Vance Atlanta Capital SMID-Cap I | Owns companies we recommend for divestment | 2 | 1 | 0 | 3 | X | Mid-Cap Growth |
| ERASX | Eaton Vance Atlanta Capital SMID-Cap R6 | Owns companies we recommend for divestment | 2 | 1 | 0 | 3 | X | Mid-Cap Growth |
| FCPCX | Fidelity Advisor® Intl Capital App C | Owns companies we recommend for divestment | 2 | 2 | 1 | 4 | X | Foreign Large Growth |
| FHJTX | Fidelity Advisor® Europe C | Owns companies we recommend for divestment | 2 | 3 | 0 | 4 | X | Europe Stock |
| FCPAX | Fidelity Advisor® Intl Capital App A | Owns companies we recommend for divestment | 2 | 2 | 1 | 4 | X | Foreign Large Growth |
| FIQKX | Fidelity Advisor® International Value Z | Owns companies we recommend for divestment | 2 | 2 | 5 | 3 | X | Foreign Large Value |
| FIVPX | Fidelity Advisor® International Value M | Owns companies we recommend for divestment | 2 | 2 | 5 | 3 | X | Foreign Large Value |
| FIVQX | Fidelity Advisor® International Value I | Owns companies we recommend for divestment | 2 | 2 | 5 | 3 | X | Foreign Large Value |
| FIVOX | Fidelity Advisor® International Value C | Owns companies we recommend for divestment | 2 | 2 | 5 | 3 | X | Foreign Large Value |
| FIVMX | Fidelity Advisor® International Value A | Owns companies we recommend for divestment | 2 | 2 | 5 | 3 | X | Foreign Large Value |
| FIFWX | Fidelity Advisor® Founders Z | Owns companies we recommend for divestment | 2 | 4 | 4 | 6 | X | Large Growth |
| FIFPX | Fidelity Advisor® Founders M | Owns companies we recommend for divestment | 2 | 4 | 4 | 6 | X | Large Growth |
| FIFVX | Fidelity Advisor® Founders I | Owns companies we recommend for divestment | 2 | 4 | 4 | 6 | X | Large Growth |
| FIFQX | Fidelity Advisor® Founders C | Owns companies we recommend for divestment | 2 | 4 | 4 | 6 | X | Large Growth |
| FIFOX | Fidelity Advisor® Founders A | Owns companies we recommend for divestment | 2 | 4 | 4 | 6 | X | Large Growth |
| FIQHX | Fidelity Advisor® Europe Z | Owns companies we recommend for divestment | 2 | 3 | 0 | 4 | X | Europe Stock |
| FHJVX | Fidelity Advisor® Europe M | Owns companies we recommend for divestment | 2 | 3 | 0 | 4 | X | Europe Stock |
| FHJMX | Fidelity Advisor® Europe I | Owns companies we recommend for divestment | 2 | 3 | 0 | 4 | X | Europe Stock |
| FHJUX | Fidelity Advisor® Europe A | Owns companies we recommend for divestment | 2 | 3 | 0 | 4 | X | Europe Stock |
| ETHO | Etho Climate Leadership US ETF | Owns companies we recommend for divestment | 2 | 5 | 10 | 8 | V | Mid-Cap Growth |
| FZAGX | Fidelity Advisor® Equity Income Z | Owns companies we recommend for divestment | 2 | 8 | 4 | 8 | X | Large Value |
| FEIRX | Fidelity Advisor® Equity Income M | Owns companies we recommend for divestment | 2 | 8 | 4 | 8 | X | Large Value |
| EQPIX | Fidelity Advisor® Equity Income I | Owns companies we recommend for divestment | 2 | 8 | 4 | 8 | X | Large Value |
| FEICX | Fidelity Advisor® Equity Income C | Owns companies we recommend for divestment | 2 | 8 | 4 | 8 | X | Large Value |
| FEIAX | Fidelity Advisor® Equity Income A | Owns companies we recommend for divestment | 2 | 8 | 4 | 8 | X | Large Value |
| FCLZX | Fidelity Advisor® Climate Action Z | Owns companies we recommend for divestment | 2 | 4 | 6 | 8 | V | Global Large-Stock Growth |
| FCAOX | Fidelity Advisor® Climate Action M | Owns companies we recommend for divestment | 2 | 4 | 6 | 8 | V | Global Large-Stock Growth |
| FCAUX | Fidelity Advisor® Climate Action I | Owns companies we recommend for divestment | 2 | 4 | 6 | 8 | V | Global Large-Stock Growth |
| FCALX | Fidelity Advisor® Climate Action C | Owns companies we recommend for divestment | 2 | 4 | 6 | 8 | V | Global Large-Stock Growth |
| FCAJX | Fidelity Advisor® Climate Action A | Owns companies we recommend for divestment | 2 | 4 | 6 | 8 | V | Global Large-Stock Growth |
| QLSCX | Federated Hermes MDT Small Cap Core R6 | Owns companies we recommend for divestment | 2 | 1 | 2 | 1 | X | Small Blend |
| QISCX | Federated Hermes MDT Small Cap Core IS | Owns companies we recommend for divestment | 2 | 1 | 2 | 1 | X | Small Blend |
| QCSCX | Federated Hermes MDT Small Cap Core C | Owns companies we recommend for divestment | 2 | 1 | 2 | 1 | X | Small Blend |
| QASCX | Federated Hermes MDT Small Cap Core A | Owns companies we recommend for divestment | 2 | 1 | 2 | 1 | X | Small Blend |
| FMDRX | Franklin Mutual Global Discovery R6 | Owns companies we recommend for divestment | 2 | 6 | 3 | 6 | X | Global Large-Stock Value |
| FLQS | Franklin US Small Cap Mltfctr Idx ETF | Owns companies we recommend for divestment | 2 | 3 | 2 | 4 | X | Small Blend |
| OPMIX | Invesco Main Street Mid Cap R6 | Owns companies we recommend for divestment | 2 | 3 | 2 | 4 | X | Mid-Cap Blend |
| IHSIX | Hartford Small Company I | Owns companies we recommend for divestment | 2 | 2 | 0 | 2 | X | Small Growth |
| CGRWX | Invesco Comstock Select A | Owns companies we recommend for divestment | 2 | 4 | 4 | 4 | X | Large Value |
| CHTYX | Invesco Charter Y | Owns companies we recommend for divestment | 2 | 4 | 7 | 9 | X | Large Blend |
| CHRSX | Invesco Charter S | Owns companies we recommend for divestment | 2 | 4 | 7 | 9 | X | Large Blend |
| CHFTX | Invesco Charter R6 | Owns companies we recommend for divestment | 2 | 4 | 7 | 9 | X | Large Blend |
| CHTVX | Invesco Charter R5 | Owns companies we recommend for divestment | 2 | 4 | 7 | 9 | X | Large Blend |
| CHRRX | Invesco Charter R | Owns companies we recommend for divestment | 2 | 4 | 7 | 9 | X | Large Blend |
| CHTCX | Invesco Charter C | Owns companies we recommend for divestment | 2 | 4 | 7 | 9 | X | Large Blend |
| CHTRX | Invesco Charter A | Owns companies we recommend for divestment | 2 | 4 | 7 | 9 | X | Large Blend |
| PKW | Invesco BuyBack Achievers ETF | Owns companies we recommend for divestment | 2 | 0 | 7 | 2 | X | Large Value |
| HSCYX | Hartford Small Company Y | Owns companies we recommend for divestment | 2 | 2 | 0 | 2 | X | Small Growth |
| IHSVX | Hartford Small Company R6 | Owns companies we recommend for divestment | 2 | 2 | 0 | 2 | X | Small Growth |
| IHSUX | Hartford Small Company R5 | Owns companies we recommend for divestment | 2 | 2 | 0 | 2 | X | Small Growth |
| IHSSX | Hartford Small Company R4 | Owns companies we recommend for divestment | 2 | 2 | 0 | 2 | X | Small Growth |
| IHSRX | Hartford Small Company R3 | Owns companies we recommend for divestment | 2 | 2 | 0 | 2 | X | Small Growth |
| HDMBX | Hartford Small Company HLS IB | Owns companies we recommend for divestment | 2 | 2 | 0 | 2 | X | Small Growth |
| CGRNX | Invesco Comstock Select R | Owns companies we recommend for divestment | 2 | 4 | 4 | 4 | X | Large Value |
| HIASX | Hartford Small Company HLS IA | Owns companies we recommend for divestment | 2 | 2 | 0 | 2 | X | Small Growth |
| IHSFX | Hartford Small Company F | Owns companies we recommend for divestment | 2 | 2 | 0 | 2 | X | Small Growth |
| HSMCX | Hartford Small Company C | Owns companies we recommend for divestment | 2 | 2 | 0 | 2 | X | Small Growth |
| IHSAX | Hartford Small Company A | Owns companies we recommend for divestment | 2 | 2 | 0 | 2 | X | Small Growth |
| HSLYX | Hartford Small Cap Growth Y | Owns companies we recommend for divestment | 2 | 2 | 0 | 3 | X | Small Growth |
| HSLVX | Hartford Small Cap Growth R6 | Owns companies we recommend for divestment | 2 | 2 | 0 | 3 | X | Small Growth |
| HSLTX | Hartford Small Cap Growth R5 | Owns companies we recommend for divestment | 2 | 2 | 0 | 3 | X | Small Growth |
| HSLSX | Hartford Small Cap Growth R4 | Owns companies we recommend for divestment | 2 | 2 | 0 | 3 | X | Small Growth |
| HSLRX | Hartford Small Cap Growth R3 | Owns companies we recommend for divestment | 2 | 2 | 0 | 3 | X | Small Growth |
| HSLIX | Hartford Small Cap Growth I | Owns companies we recommend for divestment | 2 | 2 | 0 | 3 | X | Small Growth |
| HBSGX | Hartford Small Cap Growth HLS IB | Owns companies we recommend for divestment | 2 | 2 | 0 | 3 | X | Small Growth |
| HISCX | Hartford Small Cap Growth HLS IA | Owns companies we recommend for divestment | 2 | 2 | 0 | 3 | X | Small Growth |
| HSLFX | Hartford Small Cap Growth F | Owns companies we recommend for divestment | 2 | 2 | 0 | 3 | X | Small Growth |
| HSLCX | Hartford Small Cap Growth C | Owns companies we recommend for divestment | 2 | 2 | 0 | 3 | X | Small Growth |
| CGRCX | Invesco Comstock Select C | Owns companies we recommend for divestment | 2 | 4 | 4 | 4 | X | Large Value |
| IOVVX | Invesco Comstock Select R5 | Owns companies we recommend for divestment | 2 | 4 | 4 | 4 | X | Large Value |
| HOOYX | Hartford Schroders US Small Cap Opps Y | Owns companies we recommend for divestment | 2 | 0 | 1 | 1 | X | Small Blend |
| OGLNX | Invesco Global R | Owns companies we recommend for divestment | 2 | 3 | 4 | 5 | X | Global Large-Stock Growth |
| MSMJX | Invesco Main Street Mid Cap R5 | Owns companies we recommend for divestment | 2 | 3 | 2 | 4 | X | Mid-Cap Blend |
| OPMNX | Invesco Main Street Mid Cap R | Owns companies we recommend for divestment | 2 | 3 | 2 | 4 | X | Mid-Cap Blend |
| OPMCX | Invesco Main Street Mid Cap C | Owns companies we recommend for divestment | 2 | 3 | 2 | 4 | X | Mid-Cap Blend |
| OPMSX | Invesco Main Street Mid Cap A | Owns companies we recommend for divestment | 2 | 3 | 2 | 4 | X | Mid-Cap Blend |
| OMSYX | Invesco Main Street All Cap Y | Owns companies we recommend for divestment | 2 | 4 | 8 | 7 | X | Large Blend |
| IOAPX | Invesco Main Street All Cap R6 | Owns companies we recommend for divestment | 2 | 4 | 8 | 7 | X | Large Blend |
| MSAZX | Invesco Main Street All Cap R5 | Owns companies we recommend for divestment | 2 | 4 | 8 | 7 | X | Large Blend |
| OMSNX | Invesco Main Street All Cap R | Owns companies we recommend for divestment | 2 | 4 | 8 | 7 | X | Large Blend |
| OMSCX | Invesco Main Street All Cap C | Owns companies we recommend for divestment | 2 | 4 | 8 | 7 | X | Large Blend |
| OMSOX | Invesco Main Street All Cap A | Owns companies we recommend for divestment | 2 | 4 | 8 | 7 | X | Large Blend |
| KBWR | Invesco KBW Regional Banking ETF | Owns companies we recommend for divestment | 2 | 2 | 0 | 2 | X | Financial |
| OGLYX | Invesco Global Y | Owns companies we recommend for divestment | 2 | 3 | 4 | 5 | X | Global Large-Stock Growth |
| OGLIX | Invesco Global R6 | Owns companies we recommend for divestment | 2 | 3 | 4 | 5 | X | Global Large-Stock Growth |
| GFDDX | Invesco Global R5 | Owns companies we recommend for divestment | 2 | 3 | 4 | 5 | X | Global Large-Stock Growth |
| OGLCX | Invesco Global C | Owns companies we recommend for divestment | 2 | 3 | 4 | 5 | X | Global Large-Stock Growth |
| OGRIX | Invesco Comstock Select R6 | Owns companies we recommend for divestment | 2 | 4 | 4 | 4 | X | Large Value |
| OPPAX | Invesco Global A | Owns companies we recommend for divestment | 2 | 3 | 4 | 5 | X | Global Large-Stock Growth |
| RSPE | Invesco ESG S&P 500 Equal Weight ETF | Owns companies we recommend for divestment | 2 | 10 | 7 | 14 | V | Large Value |
| PWV | Invesco Dynamic Large Cap Value ETF | Owns companies we recommend for divestment | 2 | 6 | 6 | 7 | X | Large Value |
| PRN | Invesco DWA Industrials Momentum ETF | Owns companies we recommend for divestment | 2 | 0 | 0 | 3 | X | Industrials |
| PIZ | Invesco DWA Developed Markets Mom ETF | Owns companies we recommend for divestment | 2 | 0 | 3 | 2 | X | Foreign Large Growth |
| DJD | Invesco Dow Jones Industrial Avg Div ETF | Owns companies we recommend for divestment | 2 | 4 | 5 | 3 | X | Large Value |
| OEGYX | Invesco Discovery Mid Cap Growth Y | Owns companies we recommend for divestment | 2 | 1 | 2 | 2 | X | Mid-Cap Growth |
| OEGIX | Invesco Discovery Mid Cap Growth R6 | Owns companies we recommend for divestment | 2 | 1 | 2 | 2 | X | Mid-Cap Growth |
| DMCFX | Invesco Discovery Mid Cap Growth R5 | Owns companies we recommend for divestment | 2 | 1 | 2 | 2 | X | Mid-Cap Growth |
| OEGNX | Invesco Discovery Mid Cap Growth R | Owns companies we recommend for divestment | 2 | 1 | 2 | 2 | X | Mid-Cap Growth |
| OEGCX | Invesco Discovery Mid Cap Growth C | Owns companies we recommend for divestment | 2 | 1 | 2 | 2 | X | Mid-Cap Growth |
| OEGAX | Invesco Discovery Mid Cap Growth A | Owns companies we recommend for divestment | 2 | 1 | 2 | 2 | X | Mid-Cap Growth |
| DEF | Invesco Defensive Equity ETF | Owns companies we recommend for divestment | 2 | 6 | 1 | 7 | X | Large Blend |
| CGRYX | Invesco Comstock Select Y | Owns companies we recommend for divestment | 2 | 4 | 4 | 4 | X | Large Value |
| HSLAX | Hartford Small Cap Growth A | Owns companies we recommend for divestment | 2 | 2 | 0 | 3 | X | Small Growth |
| SCURX | Hartford Schroders US Small Cap Opps SDR | Owns companies we recommend for divestment | 2 | 0 | 1 | 1 | X | Small Blend |
| GSGRX | Goldman Sachs Equity Income A | Owns companies we recommend for divestment | 2 | 5 | 5 | 8 | X | Large Value |
| GSRAX | Goldman Sachs Rising Dividend Gr A | Owns companies we recommend for divestment | 2 | 4 | 5 | 3 | X | Large Blend |
| GSMQX | Goldman Sachs Small/Mid Cap Growth Svc | Owns companies we recommend for divestment | 2 | 0 | 1 | 2 | X | Mid-Cap Growth |
| GTMUX | Goldman Sachs Small/Mid Cap Growth R6 | Owns companies we recommend for divestment | 2 | 0 | 1 | 2 | X | Mid-Cap Growth |
| GTMRX | Goldman Sachs Small/Mid Cap Growth R | Owns companies we recommend for divestment | 2 | 0 | 1 | 2 | X | Mid-Cap Growth |
| GSWPX | Goldman Sachs Small/Mid Cap Growth P | Owns companies we recommend for divestment | 2 | 0 | 1 | 2 | X | Mid-Cap Growth |
| GTMTX | Goldman Sachs Small/Mid Cap Growth Inv | Owns companies we recommend for divestment | 2 | 0 | 1 | 2 | X | Mid-Cap Growth |
| GSMYX | Goldman Sachs Small/Mid Cap Growth Instl | Owns companies we recommend for divestment | 2 | 0 | 1 | 2 | X | Mid-Cap Growth |
| GSMGX | Goldman Sachs Small/Mid Cap Growth C | Owns companies we recommend for divestment | 2 | 0 | 1 | 2 | X | Mid-Cap Growth |
| GSMAX | Goldman Sachs Small/Mid Cap Growth A | Owns companies we recommend for divestment | 2 | 0 | 1 | 2 | X | Mid-Cap Growth |
| GSRFX | Goldman Sachs Rising Dividend Gr R6 | Owns companies we recommend for divestment | 2 | 4 | 5 | 3 | X | Large Blend |
| GSRRX | Goldman Sachs Rising Dividend Gr R | Owns companies we recommend for divestment | 2 | 4 | 5 | 3 | X | Large Blend |
| GMHPX | Goldman Sachs Rising Dividend Gr P | Owns companies we recommend for divestment | 2 | 4 | 5 | 3 | X | Large Blend |
| GSRIX | Goldman Sachs Rising Dividend Gr Inv | Owns companies we recommend for divestment | 2 | 4 | 5 | 3 | X | Large Blend |
| GSRLX | Goldman Sachs Rising Dividend Gr Instl | Owns companies we recommend for divestment | 2 | 4 | 5 | 3 | X | Large Blend |
| GSRCX | Goldman Sachs Rising Dividend Gr C | Owns companies we recommend for divestment | 2 | 4 | 5 | 3 | X | Large Blend |
| GSCLX | Goldman Sachs Large Cap Gr Insghts Svc | Owns companies we recommend for divestment | 2 | 7 | 5 | 7 | X | Large Growth |
| GSUSX | Goldman Sachs US Equity Insights C | Owns companies we recommend for divestment | 2 | 8 | 10 | 9 | X | Large Blend |
| GLCUX | Goldman Sachs Large Cap Gr Insghts R6 | Owns companies we recommend for divestment | 2 | 7 | 5 | 7 | X | Large Growth |
| GLCRX | Goldman Sachs Large Cap Gr Insghts R | Owns companies we recommend for divestment | 2 | 7 | 5 | 7 | X | Large Growth |
| GMZPX | Goldman Sachs Large Cap Gr Insghts P | Owns companies we recommend for divestment | 2 | 7 | 5 | 7 | X | Large Growth |
| GLCTX | Goldman Sachs Large Cap Gr Insghts Inv | Owns companies we recommend for divestment | 2 | 7 | 5 | 7 | X | Large Growth |
| GCGIX | Goldman Sachs Large Cap Gr Insghts Instl | Owns companies we recommend for divestment | 2 | 7 | 5 | 7 | X | Large Growth |
| GLCCX | Goldman Sachs Large Cap Gr Insghts C | Owns companies we recommend for divestment | 2 | 7 | 5 | 7 | X | Large Growth |
| GLCGX | Goldman Sachs Large Cap Gr Insghts A | Owns companies we recommend for divestment | 2 | 7 | 5 | 7 | X | Large Growth |
| GSGSX | Goldman Sachs Equity Income Svc | Owns companies we recommend for divestment | 2 | 5 | 5 | 8 | X | Large Value |
| GRGUX | Goldman Sachs Equity Income R6 | Owns companies we recommend for divestment | 2 | 5 | 5 | 8 | X | Large Value |
| GRGRX | Goldman Sachs Equity Income R | Owns companies we recommend for divestment | 2 | 5 | 5 | 8 | X | Large Value |
| GABPX | Goldman Sachs Equity Income P | Owns companies we recommend for divestment | 2 | 5 | 5 | 8 | X | Large Value |
| GRGTX | Goldman Sachs Equity Income Inv | Owns companies we recommend for divestment | 2 | 5 | 5 | 8 | X | Large Value |
| GSIIX | Goldman Sachs Equity Income Instl | Owns companies we recommend for divestment | 2 | 5 | 5 | 8 | X | Large Value |
| GSGCX | Goldman Sachs Equity Income C | Owns companies we recommend for divestment | 2 | 5 | 5 | 8 | X | Large Value |
| GSSQX | Goldman Sachs US Equity Insights A | Owns companies we recommend for divestment | 2 | 8 | 10 | 9 | X | Large Blend |
| GSELX | Goldman Sachs US Equity Insights Instl | Owns companies we recommend for divestment | 2 | 8 | 10 | 9 | X | Large Blend |
| HOOTX | Hartford Schroders US Small Cap Opps R5 | Owns companies we recommend for divestment | 2 | 0 | 1 | 1 | X | Small Blend |
| HVOFX | Hartford Quality Value F | Owns companies we recommend for divestment | 2 | 5 | 4 | 6 | X | Large Value |
| HOOSX | Hartford Schroders US Small Cap Opps R4 | Owns companies we recommend for divestment | 2 | 0 | 1 | 1 | X | Small Blend |
| HOORX | Hartford Schroders US Small Cap Opps R3 | Owns companies we recommend for divestment | 2 | 0 | 1 | 1 | X | Small Blend |
| SCUIX | Hartford Schroders US Small Cap Opps I | Owns companies we recommend for divestment | 2 | 0 | 1 | 1 | X | Small Blend |
| HOOFX | Hartford Schroders US Small Cap Opps F | Owns companies we recommend for divestment | 2 | 0 | 1 | 1 | X | Small Blend |
| HOOCX | Hartford Schroders US Small Cap Opps C | Owns companies we recommend for divestment | 2 | 0 | 1 | 1 | X | Small Blend |
| SCUVX | Hartford Schroders US Small Cap Opps A | Owns companies we recommend for divestment | 2 | 0 | 1 | 1 | X | Small Blend |
| HFSSX | Hartford Schroders Intl Cntrrn Val SDR | Owns companies we recommend for divestment | 2 | 2 | 1 | 2 | X | Foreign Large Value |
| HFSIX | Hartford Schroders Intl Cntrrn Val I | Owns companies we recommend for divestment | 2 | 2 | 1 | 2 | X | Foreign Large Value |
| HVOYX | Hartford Quality Value Y | Owns companies we recommend for divestment | 2 | 5 | 4 | 6 | X | Large Value |
| HVOVX | Hartford Quality Value R6 | Owns companies we recommend for divestment | 2 | 5 | 4 | 6 | X | Large Value |
| HVOTX | Hartford Quality Value R5 | Owns companies we recommend for divestment | 2 | 5 | 4 | 6 | X | Large Value |
| HVOSX | Hartford Quality Value R4 | Owns companies we recommend for divestment | 2 | 5 | 4 | 6 | X | Large Value |
| HVORX | Hartford Quality Value R3 | Owns companies we recommend for divestment | 2 | 5 | 4 | 6 | X | Large Value |
| HVOIX | Hartford Quality Value I | Owns companies we recommend for divestment | 2 | 5 | 4 | 6 | X | Large Value |
| HVOCX | Hartford Quality Value C | Owns companies we recommend for divestment | 2 | 5 | 4 | 6 | X | Large Value |
| GSUTX | Goldman Sachs US Equity Insights Inv | Owns companies we recommend for divestment | 2 | 8 | 10 | 9 | X | Large Blend |
| HVOAX | Hartford Quality Value A | Owns companies we recommend for divestment | 2 | 5 | 4 | 6 | X | Large Value |
| HGOYX | Hartford Growth Opportunities Y | Owns companies we recommend for divestment | 2 | 3 | 7 | 6 | X | Large Growth |
| HGOVX | Hartford Growth Opportunities R6 | Owns companies we recommend for divestment | 2 | 3 | 7 | 6 | X | Large Growth |
| HGOTX | Hartford Growth Opportunities R5 | Owns companies we recommend for divestment | 2 | 3 | 7 | 6 | X | Large Growth |
| HGOSX | Hartford Growth Opportunities R4 | Owns companies we recommend for divestment | 2 | 3 | 7 | 6 | X | Large Growth |
| HGORX | Hartford Growth Opportunities R3 | Owns companies we recommend for divestment | 2 | 3 | 7 | 6 | X | Large Growth |
| HGOIX | Hartford Growth Opportunities I | Owns companies we recommend for divestment | 2 | 3 | 7 | 6 | X | Large Growth |
| HGOFX | Hartford Growth Opportunities F | Owns companies we recommend for divestment | 2 | 3 | 7 | 6 | X | Large Growth |
| HGOCX | Hartford Growth Opportunities C | Owns companies we recommend for divestment | 2 | 3 | 7 | 6 | X | Large Growth |
| HGOAX | Hartford Growth Opportunities A | Owns companies we recommend for divestment | 2 | 3 | 7 | 6 | X | Large Growth |
| GSESX | Goldman Sachs US Equity Insights Svc | Owns companies we recommend for divestment | 2 | 8 | 10 | 9 | X | Large Blend |
| GSEUX | Goldman Sachs US Equity Insights R6 | Owns companies we recommend for divestment | 2 | 8 | 10 | 9 | X | Large Blend |
| GSURX | Goldman Sachs US Equity Insights R | Owns companies we recommend for divestment | 2 | 8 | 10 | 9 | X | Large Blend |
| GSEPX | Goldman Sachs US Equity Insights P | Owns companies we recommend for divestment | 2 | 8 | 10 | 9 | X | Large Blend |
| PIORX | Pioneer R | Owns companies we recommend for divestment | 2 | 6 | 4 | 7 | V | Large Blend |
| MVIAX | Praxis Value Index A | Owns companies we recommend for divestment | 2 | 15 | 12 | 20 | V | Large Value |
| LGSCX | Franklin U.S. Small Cap Equity FI | Owns companies we recommend for divestment | 3 | 5 | 2 | 4 | X | Small Blend |
| CCQYX | Columbia Disciplined Core Inst3 | Owns companies we recommend for divestment | 3 | 4 | 10 | 7 | X | Large Blend |
| CFXRX | Columbia Flexible Capital Income Inst2 | Owns companies we recommend for divestment | 3 | 4 | 6 | 7 | X | Allocation--50% to 70% Equity |
| CFIZX | Columbia Flexible Capital Income Inst | Owns companies we recommend for divestment | 3 | 4 | 6 | 7 | X | Allocation--50% to 70% Equity |
| CFIGX | Columbia Flexible Capital Income C | Owns companies we recommend for divestment | 3 | 4 | 6 | 7 | X | Allocation--50% to 70% Equity |
| CFCRX | Columbia Flexible Capital Income Adv | Owns companies we recommend for divestment | 3 | 4 | 6 | 7 | X | Allocation--50% to 70% Equity |
| CFIAX | Columbia Flexible Capital Income A | Owns companies we recommend for divestment | 3 | 4 | 6 | 7 | X | Allocation--50% to 70% Equity |
| CVQTX | Columbia Disciplined Value V | Owns companies we recommend for divestment | 3 | 5 | 9 | 7 | X | Large Value |
| RLCOX | Columbia Disciplined Value R | Owns companies we recommend for divestment | 3 | 5 | 9 | 7 | X | Large Value |
| COLYX | Columbia Disciplined Value Inst3 | Owns companies we recommend for divestment | 3 | 5 | 9 | 7 | X | Large Value |
| COLVX | Columbia Disciplined Value Inst2 | Owns companies we recommend for divestment | 3 | 5 | 9 | 7 | X | Large Value |
| CVQZX | Columbia Disciplined Value Inst | Owns companies we recommend for divestment | 3 | 5 | 9 | 7 | X | Large Value |
| RDCCX | Columbia Disciplined Value C | Owns companies we recommend for divestment | 3 | 5 | 9 | 7 | X | Large Value |
| COLEX | Columbia Disciplined Value Adv | Owns companies we recommend for divestment | 3 | 5 | 9 | 7 | X | Large Value |
| RLCAX | Columbia Disciplined Value A | Owns companies we recommend for divestment | 3 | 5 | 9 | 7 | X | Large Value |
| CLQRX | Columbia Disciplined Core R | Owns companies we recommend for divestment | 3 | 4 | 10 | 7 | X | Large Blend |
| RSIPX | Columbia Disciplined Core Inst2 | Owns companies we recommend for divestment | 3 | 4 | 10 | 7 | X | Large Blend |
| CFIRX | Columbia Flexible Capital Income R | Owns companies we recommend for divestment | 3 | 4 | 6 | 7 | X | Allocation--50% to 70% Equity |
| CCRZX | Columbia Disciplined Core Inst | Owns companies we recommend for divestment | 3 | 4 | 10 | 7 | X | Large Blend |
| RDCEX | Columbia Disciplined Core C | Owns companies we recommend for divestment | 3 | 4 | 10 | 7 | X | Large Blend |
| CLCQX | Columbia Disciplined Core Adv | Owns companies we recommend for divestment | 3 | 4 | 10 | 7 | X | Large Blend |
| AQEAX | Columbia Disciplined Core A | Owns companies we recommend for divestment | 3 | 4 | 10 | 7 | X | Large Blend |
| SGIEX | Columbia Contrarian Core V | Owns companies we recommend for divestment | 3 | 8 | 8 | 11 | X | Large Blend |
| CCCRX | Columbia Contrarian Core R | Owns companies we recommend for divestment | 3 | 8 | 8 | 11 | X | Large Blend |
| COFYX | Columbia Contrarian Core Inst3 | Owns companies we recommend for divestment | 3 | 8 | 8 | 11 | X | Large Blend |
| COFRX | Columbia Contrarian Core Inst2 | Owns companies we recommend for divestment | 3 | 8 | 8 | 11 | X | Large Blend |
| SMGIX | Columbia Contrarian Core Inst | Owns companies we recommend for divestment | 3 | 8 | 8 | 11 | X | Large Blend |
| LCCCX | Columbia Contrarian Core C | Owns companies we recommend for divestment | 3 | 8 | 8 | 11 | X | Large Blend |
| CORRX | Columbia Contrarian Core Adv | Owns companies we recommend for divestment | 3 | 8 | 8 | 11 | X | Large Blend |
| LCCAX | Columbia Contrarian Core A | Owns companies we recommend for divestment | 3 | 8 | 8 | 11 | X | Large Blend |
| CBLRX | Columbia Balanced R | Owns companies we recommend for divestment | 3 | 8 | 8 | 11 | X | Allocation--50% to 70% Equity |
| CBDYX | Columbia Balanced Inst3 | Owns companies we recommend for divestment | 3 | 8 | 8 | 11 | X | Allocation--50% to 70% Equity |
| CFCYX | Columbia Flexible Capital Income Inst3 | Owns companies we recommend for divestment | 3 | 4 | 6 | 7 | X | Allocation--50% to 70% Equity |
| ILGCX | Columbia Integrated Large Cap Gr A | Owns companies we recommend for divestment | 3 | 5 | 7 | 9 | X | Large Growth |
| CBALX | Columbia Balanced Inst | Owns companies we recommend for divestment | 3 | 8 | 8 | 11 | X | Allocation--50% to 70% Equity |
| CSPYX | Columbia Small Cap Index Inst3 | Owns companies we recommend for divestment | 3 | 3 | 3 | 6 | X | Small Blend |
| DDVCX | Delaware Value® C | Owns companies we recommend for divestment | 3 | 3 | 4 | 5 | X | Large Value |
| DDVAX | Delaware Value® A | Owns companies we recommend for divestment | 3 | 3 | 4 | 5 | X | Large Value |
| IVVYX | Delaware Ivy International Core Eq Y | Owns companies we recommend for divestment | 3 | 3 | 2 | 5 | X | Foreign Large Blend |
| IINCX | Delaware Ivy International Core Eq R6 | Owns companies we recommend for divestment | 3 | 3 | 2 | 5 | X | Foreign Large Blend |
| IYITX | Delaware Ivy International Core Eq R | Owns companies we recommend for divestment | 3 | 3 | 2 | 5 | X | Foreign Large Blend |
| ICEIX | Delaware Ivy International Core Eq I | Owns companies we recommend for divestment | 3 | 3 | 2 | 5 | X | Foreign Large Blend |
| IVIFX | Delaware Ivy International Core Eq C | Owns companies we recommend for divestment | 3 | 3 | 2 | 5 | X | Foreign Large Blend |
| IVIAX | Delaware Ivy International Core Eq A | Owns companies we recommend for divestment | 3 | 3 | 2 | 5 | X | Foreign Large Blend |
| FGIQX | Delaware Growth and Income R6 | Owns companies we recommend for divestment | 3 | 4 | 7 | 6 | X | Large Value |
| FGIPX | Delaware Growth and Income Instl | Owns companies we recommend for divestment | 3 | 4 | 7 | 6 | X | Large Value |
| FGINX | Delaware Growth and Income A | Owns companies we recommend for divestment | 3 | 4 | 7 | 6 | X | Large Value |
| FIUVX | Delaware Equity Income R6 | Owns companies we recommend for divestment | 3 | 4 | 7 | 6 | X | Large Value |
| FIUUX | Delaware Equity Income Instl | Owns companies we recommend for divestment | 3 | 4 | 7 | 6 | X | Large Value |
| FIUTX | Delaware Equity Income A | Owns companies we recommend for divestment | 3 | 4 | 7 | 6 | X | Large Value |
| CXXRX | Columbia Small Cap Index Inst2 | Owns companies we recommend for divestment | 3 | 3 | 3 | 6 | X | Small Blend |
| ILGFX | Columbia Integrated Large Cap Gr Adv | Owns companies we recommend for divestment | 3 | 5 | 7 | 9 | X | Large Growth |
| NMSCX | Columbia Small Cap Index Inst | Owns companies we recommend for divestment | 3 | 3 | 3 | 6 | X | Small Blend |
| NMSAX | Columbia Small Cap Index A | Owns companies we recommend for divestment | 3 | 3 | 3 | 6 | X | Small Blend |
| SLVRX | Columbia Select Large Cap Value R | Owns companies we recommend for divestment | 3 | 4 | 4 | 4 | X | Large Value |
| CSRYX | Columbia Select Large Cap Value Inst3 | Owns companies we recommend for divestment | 3 | 4 | 4 | 4 | X | Large Value |
| SLVIX | Columbia Select Large Cap Value Inst2 | Owns companies we recommend for divestment | 3 | 4 | 4 | 4 | X | Large Value |
| CSVZX | Columbia Select Large Cap Value Inst | Owns companies we recommend for divestment | 3 | 4 | 4 | 4 | X | Large Value |
| SVLCX | Columbia Select Large Cap Value C | Owns companies we recommend for divestment | 3 | 4 | 4 | 4 | X | Large Value |
| CSERX | Columbia Select Large Cap Value Adv | Owns companies we recommend for divestment | 3 | 4 | 4 | 4 | X | Large Value |
| SLVAX | Columbia Select Large Cap Value A | Owns companies we recommend for divestment | 3 | 4 | 4 | 4 | X | Large Value |
| ILGEX | Columbia Integrated Large Cap Gr R | Owns companies we recommend for divestment | 3 | 5 | 7 | 9 | X | Large Growth |
| ILGGX | Columbia Integrated Large Cap Gr Instl | Owns companies we recommend for divestment | 3 | 5 | 7 | 9 | X | Large Growth |
| ILGJX | Columbia Integrated Large Cap Gr Ins 3 | Owns companies we recommend for divestment | 3 | 5 | 7 | 9 | X | Large Growth |
| ILGHX | Columbia Integrated Large Cap Gr Ins 2 | Owns companies we recommend for divestment | 3 | 5 | 7 | 9 | X | Large Growth |
| ILGDX | Columbia Integrated Large Cap Gr C | Owns companies we recommend for divestment | 3 | 5 | 7 | 9 | X | Large Growth |
| CLREX | Columbia Balanced Inst2 | Owns companies we recommend for divestment | 3 | 8 | 8 | 11 | X | Allocation--50% to 70% Equity |
| CBLCX | Columbia Balanced C | Owns companies we recommend for divestment | 3 | 8 | 8 | 11 | X | Allocation--50% to 70% Equity |
| DDVRX | Delaware Value® R | Owns companies we recommend for divestment | 3 | 3 | 4 | 5 | X | Large Value |
| RIVGX | American Funds International Vntg R-6 | Owns companies we recommend for divestment | 3 | 1 | 3 | 2 | X | Foreign Large Growth |
| RSEBX | American Funds SMALLCAP World R2E | Owns companies we recommend for divestment | 3 | 3 | 2 | 3 | X | Global Small/Mid Stock |
| RSLBX | American Funds SMALLCAP World R2 | Owns companies we recommend for divestment | 3 | 3 | 2 | 3 | X | Global Small/Mid Stock |
| RSLAX | American Funds SMALLCAP World R1 | Owns companies we recommend for divestment | 3 | 3 | 2 | 3 | X | Global Small/Mid Stock |
| SFCWX | American Funds SMALLCAP World F3 | Owns companies we recommend for divestment | 3 | 3 | 2 | 3 | X | Global Small/Mid Stock |
| SMCFX | American Funds SMALLCAP World F2 | Owns companies we recommend for divestment | 3 | 3 | 2 | 3 | X | Global Small/Mid Stock |
| SCWFX | American Funds SMALLCAP World F1 | Owns companies we recommend for divestment | 3 | 3 | 2 | 3 | X | Global Small/Mid Stock |
| SCWCX | American Funds SMALLCAP World C | Owns companies we recommend for divestment | 3 | 3 | 2 | 3 | X | Global Small/Mid Stock |
| SMCWX | American Funds SMALLCAP World A | Owns companies we recommend for divestment | 3 | 3 | 2 | 3 | X | Global Small/Mid Stock |
| CSPFX | American Funds SMALLCAP World 529F | Owns companies we recommend for divestment | 3 | 3 | 2 | 3 | X | Global Small/Mid Stock |
| CSPEX | American Funds SMALLCAP World 529E | Owns companies we recommend for divestment | 3 | 3 | 2 | 3 | X | Global Small/Mid Stock |
| CSPCX | American Funds SMALLCAP World 529C | Owns companies we recommend for divestment | 3 | 3 | 2 | 3 | X | Global Small/Mid Stock |
| CSPAX | American Funds SMALLCAP World 529A | Owns companies we recommend for divestment | 3 | 3 | 2 | 3 | X | Global Small/Mid Stock |
| FSFWX | American Funds SMALLCAP World 529-F-3 | Owns companies we recommend for divestment | 3 | 3 | 2 | 3 | X | Global Small/Mid Stock |
| FSWFX | American Funds SMALLCAP World 529-F-2 | Owns companies we recommend for divestment | 3 | 3 | 2 | 3 | X | Global Small/Mid Stock |
| RIVJX | American Funds International Vntg R-5E | Owns companies we recommend for divestment | 3 | 1 | 3 | 2 | X | Foreign Large Growth |
| RSLEX | American Funds SMALLCAP World R4 | Owns companies we recommend for divestment | 3 | 3 | 2 | 3 | X | Global Small/Mid Stock |
| RIVLX | American Funds International Vntg R-5 | Owns companies we recommend for divestment | 3 | 1 | 3 | 2 | X | Foreign Large Growth |
| RIVKX | American Funds International Vntg R-4 | Owns companies we recommend for divestment | 3 | 1 | 3 | 2 | X | Foreign Large Growth |
| RIVIX | American Funds International Vntg R-3 | Owns companies we recommend for divestment | 3 | 1 | 3 | 2 | X | Foreign Large Growth |
| RIVHX | American Funds International Vntg R-2E | Owns companies we recommend for divestment | 3 | 1 | 3 | 2 | X | Foreign Large Growth |
| RIVDX | American Funds International Vntg R-2 | Owns companies we recommend for divestment | 3 | 1 | 3 | 2 | X | Foreign Large Growth |
| RIVAX | American Funds International Vntg R-1 | Owns companies we recommend for divestment | 3 | 1 | 3 | 2 | X | Foreign Large Growth |
| AIVGX | American Funds International Vntg F-3 | Owns companies we recommend for divestment | 3 | 1 | 3 | 2 | X | Foreign Large Growth |
| AIVFX | American Funds International Vntg F-2 | Owns companies we recommend for divestment | 3 | 1 | 3 | 2 | X | Foreign Large Growth |
| AIVEX | American Funds International Vntg F-1 | Owns companies we recommend for divestment | 3 | 1 | 3 | 2 | X | Foreign Large Growth |
| AIVCX | American Funds International Vntg C | Owns companies we recommend for divestment | 3 | 1 | 3 | 2 | X | Foreign Large Growth |
| AIVBX | American Funds International Vntg A | Owns companies we recommend for divestment | 3 | 1 | 3 | 2 | X | Foreign Large Growth |
| CIVKX | American Funds International Vntg 529F-1 | Owns companies we recommend for divestment | 3 | 1 | 3 | 2 | X | Foreign Large Growth |
| CIVHX | American Funds International Vntg 529-F3 | Owns companies we recommend for divestment | 3 | 1 | 3 | 2 | X | Foreign Large Growth |
| CIVGX | American Funds International Vntg 529-F2 | Owns companies we recommend for divestment | 3 | 1 | 3 | 2 | X | Foreign Large Growth |
| RSLCX | American Funds SMALLCAP World R3 | Owns companies we recommend for divestment | 3 | 3 | 2 | 3 | X | Global Small/Mid Stock |
| RSLFX | American Funds SMALLCAP World R5 | Owns companies we recommend for divestment | 3 | 3 | 2 | 3 | X | Global Small/Mid Stock |
| CBDRX | Columbia Balanced Adv | Owns companies we recommend for divestment | 3 | 8 | 8 | 11 | X | Allocation--50% to 70% Equity |
| MBVKX | BlackRock Large Cap Focus Value K | Owns companies we recommend for divestment | 3 | 3 | 5 | 6 | X | Large Value |
| CBLAX | Columbia Balanced A | Owns companies we recommend for divestment | 3 | 8 | 8 | 11 | X | Allocation--50% to 70% Equity |
| LCBDX | ClearBridge Tactical Dividend Income IS | Owns companies we recommend for divestment | 3 | 3 | 4 | 6 | X | Large Value |
| LADIX | ClearBridge Tactical Dividend Income I | Owns companies we recommend for divestment | 3 | 3 | 4 | 6 | X | Large Value |
| SMDLX | ClearBridge Tactical Dividend Income C | Owns companies we recommend for divestment | 3 | 3 | 4 | 6 | X | Large Value |
| CFLGX | ClearBridge Tactical Dividend Income A | Owns companies we recommend for divestment | 3 | 3 | 4 | 6 | X | Large Value |
| LMGRX | ClearBridge International Growth R | Owns companies we recommend for divestment | 3 | 2 | 3 | 5 | X | Foreign Large Growth |
| LMGPX | ClearBridge International Growth IS | Owns companies we recommend for divestment | 3 | 2 | 3 | 5 | X | Foreign Large Growth |
| LMGNX | ClearBridge International Growth I | Owns companies we recommend for divestment | 3 | 2 | 3 | 5 | X | Foreign Large Growth |
| LMGFX | ClearBridge International Growth FI | Owns companies we recommend for divestment | 3 | 2 | 3 | 5 | X | Foreign Large Growth |
| LMGTX | ClearBridge International Growth C | Owns companies we recommend for divestment | 3 | 2 | 3 | 5 | X | Foreign Large Growth |
| LGGAX | ClearBridge International Growth A | Owns companies we recommend for divestment | 3 | 2 | 3 | 5 | X | Foreign Large Growth |
| CGGO | Capital Group Global Growth Equity ETF | Owns companies we recommend for divestment | 3 | 2 | 6 | 4 | X | Global Large-Stock Growth |
| BPGSX | Boston Partners Global Sustainablty Ins | Owns companies we recommend for divestment | 3 | 4 | 7 | 6 | V | Global Large-Stock Value |
| MRBVX | BlackRock Large Cap Focus Value R | Owns companies we recommend for divestment | 3 | 3 | 5 | 6 | X | Large Value |
| MCBAX | BlackRock Large Cap Focus Value Inv C | Owns companies we recommend for divestment | 3 | 3 | 5 | 6 | X | Large Value |
| RSLDX | American Funds SMALLCAP World R5E | Owns companies we recommend for divestment | 3 | 3 | 2 | 3 | X | Global Small/Mid Stock |
| MDBAX | BlackRock Large Cap Focus Value Inv A | Owns companies we recommend for divestment | 3 | 3 | 5 | 6 | X | Large Value |
| MABAX | BlackRock Large Cap Focus Value Instl | Owns companies we recommend for divestment | 3 | 3 | 5 | 6 | X | Large Value |
| BSGRX | BlackRock Advantage Small Cap Gr R | Owns companies we recommend for divestment | 3 | 1 | 4 | 4 | X | Small Growth |
| PSGKX | BlackRock Advantage Small Cap Gr K | Owns companies we recommend for divestment | 3 | 1 | 4 | 4 | X | Small Growth |
| CSGEX | BlackRock Advantage Small Cap Gr Inv A | Owns companies we recommend for divestment | 3 | 1 | 4 | 4 | X | Small Growth |
| PSGIX | BlackRock Advantage Small Cap Gr Instl | Owns companies we recommend for divestment | 3 | 1 | 4 | 4 | X | Small Growth |
| SCRSX | Bernstein Small Cap Core SCB | Owns companies we recommend for divestment | 3 | 2 | 3 | 5 | X | Small Blend |
| ARTLX | Artisan Value Investor | Owns companies we recommend for divestment | 3 | 2 | 5 | 5 | X | Large Value |
| APHLX | Artisan Value Institutional | Owns companies we recommend for divestment | 3 | 2 | 5 | 5 | X | Large Value |
| APDLX | Artisan Value Advisor | Owns companies we recommend for divestment | 3 | 2 | 5 | 5 | X | Large Value |
| ARTGX | Artisan Global Value Investor | Owns companies we recommend for divestment | 3 | 3 | 5 | 1 | X | Global Large-Stock Value |
| APHGX | Artisan Global Value Institutional | Owns companies we recommend for divestment | 3 | 3 | 5 | 1 | X | Global Large-Stock Value |
| APDGX | Artisan Global Value Advisor | Owns companies we recommend for divestment | 3 | 3 | 5 | 1 | X | Global Large-Stock Value |
| RLLGX | American Funds SMALLCAP World R6 | Owns companies we recommend for divestment | 3 | 3 | 2 | 3 | X | Global Small/Mid Stock |
| DDVIX | Delaware Value® Inst | Owns companies we recommend for divestment | 3 | 3 | 4 | 5 | X | Large Value |
| DDZRX | Delaware Value® R6 | Owns companies we recommend for divestment | 3 | 3 | 4 | 5 | X | Large Value |
| CIVBX | American Funds International Vntg 529-C | Owns companies we recommend for divestment | 3 | 1 | 3 | 2 | X | Foreign Large Growth |
| FDT | First Trust Dev Mkts Ex-US AlphaDEX® ETF | Owns companies we recommend for divestment | 3 | 2 | 8 | 2 | X | Foreign Large Blend |
| LMPEX | Franklin Global Equity 1 | Owns companies we recommend for divestment | 3 | 11 | 8 | 13 | X | Global Large-Stock Blend |
| FLFR | Franklin FTSE France ETF | Owns companies we recommend for divestment | 3 | 3 | 1 | 4 | X | Miscellaneous Region |
| FYT | First Trust Small Cap Val AlphaDEX® ETF | Owns companies we recommend for divestment | 3 | 2 | 3 | 4 | X | Small Value |
| CIBR | First Trust NASDAQ Cybersecurity ETF | Owns companies we recommend for divestment | 3 | 0 | 1 | 4 | X | Technology |
| FTXO | First Trust Nasdaq Bank ETF | Owns companies we recommend for divestment | 3 | 11 | 0 | 11 | X | Financial |
| FNK | First Trust Mid Cap Value AlphaDEX® ETF | Owns companies we recommend for divestment | 3 | 3 | 1 | 4 | X | Mid-Cap Value |
| FNY | First Trust Mid Cap Growth AlphaDEX® ETF | Owns companies we recommend for divestment | 3 | 3 | 2 | 4 | X | Mid-Cap Growth |
| FTC | First Trust Large Cap Gr AlphaDEX® ETF | Owns companies we recommend for divestment | 3 | 1 | 6 | 6 | X | Large Growth |
| ILDR | First Trust Innovation Leaders ETF | Owns companies we recommend for divestment | 3 | 2 | 7 | 8 | X | Technology |
| HSMV | First Trust Horizon Managed Vol S/M ETF | Owns companies we recommend for divestment | 3 | 2 | 1 | 5 | X | Small Blend |
| FEP | First Trust Europe AlphaDEX® ETF | Owns companies we recommend for divestment | 3 | 1 | 5 | 1 | X | Europe Stock |
| EDOW | First Trust Dow 30 Equal Weight ETF | Owns companies we recommend for divestment | 3 | 4 | 6 | 4 | X | Large Value |
| FVI | First Trust Dividend Strength ETF | Owns companies we recommend for divestment | 3 | 1 | 4 | 2 | X | Mid-Cap Blend |
| FDTS | First Trust DevMkts exUS SC AlphaDEX®ETF | Owns companies we recommend for divestment | 3 | 1 | 4 | 0 | X | Foreign Small/Mid Value |
| FTCS | First Trust Capital Strength ETF | Owns companies we recommend for divestment | 3 | 3 | 5 | 3 | X | Large Blend |
| SILLX | Franklin Global Equity C | Owns companies we recommend for divestment | 3 | 11 | 8 | 13 | X | Global Large-Stock Blend |
| AFMC | First Trust Active Factor Mid Cap ETF | Owns companies we recommend for divestment | 3 | 2 | 2 | 4 | X | Mid-Cap Blend |
| FEBRX | First Eagle Global Income Builder R6 | Owns companies we recommend for divestment | 3 | 10 | 3 | 8 | X | Global Allocation |
| EABRX | First Eagle Global Income Builder R5 | Owns companies we recommend for divestment | 3 | 10 | 3 | 8 | X | Global Allocation |
| FIBRX | First Eagle Global Income Builder R4 | Owns companies we recommend for divestment | 3 | 10 | 3 | 8 | X | Global Allocation |
| FBRRX | First Eagle Global Income Builder R3 | Owns companies we recommend for divestment | 3 | 10 | 3 | 8 | X | Global Allocation |
| FEBIX | First Eagle Global Income Builder I | Owns companies we recommend for divestment | 3 | 10 | 3 | 8 | X | Global Allocation |
| FEBCX | First Eagle Global Income Builder C | Owns companies we recommend for divestment | 3 | 10 | 3 | 8 | X | Global Allocation |
| FEBAX | First Eagle Global Income Builder A | Owns companies we recommend for divestment | 3 | 10 | 3 | 8 | X | Global Allocation |
| FDWM | Fidelity® Women's Leadership ETF | Owns companies we recommend for divestment | 3 | 7 | 4 | 12 | V | Large Blend |
| FWOMX | Fidelity® Women's Leadership | Owns companies we recommend for divestment | 3 | 7 | 4 | 12 | V | Large Blend |
| FLRG | Fidelity® US Multifactor ETF | Owns companies we recommend for divestment | 3 | 3 | 7 | 9 | X | Large Blend |
| FULVX | Fidelity® US Low Volatility Equity | Owns companies we recommend for divestment | 3 | 4 | 4 | 8 | X | Large Blend |
| FITLX | Fidelity® U.S. Sustainability Index | Owns companies we recommend for divestment | 3 | 10 | 9 | 14 | V | Large Blend |
| FTRNX | Fidelity® Trend | Owns companies we recommend for divestment | 3 | 4 | 7 | 6 | X | Large Growth |
| CFIPX | Franklin Global Equity A | Owns companies we recommend for divestment | 3 | 11 | 8 | 13 | X | Global Large-Stock Blend |
| SMYIX | Franklin Global Equity I | Owns companies we recommend for divestment | 3 | 11 | 8 | 13 | X | Global Large-Stock Blend |
| FCPI | Fidelity® Stocks for Inflation ETF | Owns companies we recommend for divestment | 3 | 2 | 8 | 8 | X | Large Blend |
| FRDAX | Franklin Rising Dividends Adv | Owns companies we recommend for divestment | 3 | 3 | 4 | 5 | X | Large Blend |
| LMBCX | Franklin U.S. Small Cap Equity C | Owns companies we recommend for divestment | 3 | 5 | 2 | 4 | X | Small Blend |
| LMBAX | Franklin U.S. Small Cap Equity A | Owns companies we recommend for divestment | 3 | 5 | 2 | 4 | X | Small Blend |
| FLLV | Franklin U.S. Low Volatility ETF | Owns companies we recommend for divestment | 3 | 4 | 8 | 9 | X | Large Blend |
| LMISX | Franklin U.S. Large Cap Equity IS | Owns companies we recommend for divestment | 3 | 11 | 11 | 12 | X | Large Blend |
| LMTIX | Franklin U.S. Large Cap Equity I | Owns companies we recommend for divestment | 3 | 11 | 11 | 12 | X | Large Blend |
| LMUSX | Franklin U.S. Large Cap Equity FI | Owns companies we recommend for divestment | 3 | 11 | 11 | 12 | X | Large Blend |
| FSMLX | Franklin Small Cap Growth R6 | Owns companies we recommend for divestment | 3 | 2 | 0 | 3 | X | Small Growth |
| FSSRX | Franklin Small Cap Growth R | Owns companies we recommend for divestment | 3 | 2 | 0 | 3 | X | Small Growth |
| FCSGX | Franklin Small Cap Growth C | Owns companies we recommend for divestment | 3 | 2 | 0 | 3 | X | Small Growth |
| FSSAX | Franklin Small Cap Growth Adv | Owns companies we recommend for divestment | 3 | 2 | 0 | 3 | X | Small Growth |
| FSGRX | Franklin Small Cap Growth A | Owns companies we recommend for divestment | 3 | 2 | 0 | 3 | X | Small Growth |
| FRISX | Franklin Rising Dividends R6 | Owns companies we recommend for divestment | 3 | 3 | 4 | 5 | X | Large Blend |
| FRDRX | Franklin Rising Dividends R | Owns companies we recommend for divestment | 3 | 3 | 4 | 5 | X | Large Blend |
| FRDTX | Franklin Rising Dividends C | Owns companies we recommend for divestment | 3 | 3 | 4 | 5 | X | Large Blend |
| FRDPX | Franklin Rising Dividends A | Owns companies we recommend for divestment | 3 | 3 | 4 | 5 | X | Large Blend |
| SMYSX | Franklin Global Equity IS | Owns companies we recommend for divestment | 3 | 11 | 8 | 13 | X | Global Large-Stock Blend |
| MUTHX | Franklin Mutual Shares Z | Owns companies we recommend for divestment | 3 | 6 | 3 | 6 | X | Allocation--85%+ Equity |
| FMSHX | Franklin Mutual Shares R6 | Owns companies we recommend for divestment | 3 | 6 | 3 | 6 | X | Allocation--85%+ Equity |
| TESRX | Franklin Mutual Shares R | Owns companies we recommend for divestment | 3 | 6 | 3 | 6 | X | Allocation--85%+ Equity |
| TEMTX | Franklin Mutual Shares C | Owns companies we recommend for divestment | 3 | 6 | 3 | 6 | X | Allocation--85%+ Equity |
| TESIX | Franklin Mutual Shares A | Owns companies we recommend for divestment | 3 | 6 | 3 | 6 | X | Allocation--85%+ Equity |
| TEFAX | Franklin Mutual Financial Services Z | Owns companies we recommend for divestment | 3 | 8 | 0 | 8 | X | Financial |
| FMFVX | Franklin Mutual Financial Services R6 | Owns companies we recommend for divestment | 3 | 8 | 0 | 8 | X | Financial |
| TMFSX | Franklin Mutual Financial Services C | Owns companies we recommend for divestment | 3 | 8 | 0 | 8 | X | Financial |
| TFSIX | Franklin Mutual Financial Services A | Owns companies we recommend for divestment | 3 | 8 | 0 | 8 | X | Financial |
| FIFRX | Franklin Growth R6 | Owns companies we recommend for divestment | 3 | 3 | 8 | 11 | X | Large Growth |
| FGSRX | Franklin Growth R | Owns companies we recommend for divestment | 3 | 3 | 8 | 11 | X | Large Growth |
| FRGSX | Franklin Growth C | Owns companies we recommend for divestment | 3 | 3 | 8 | 11 | X | Large Growth |
| FCGAX | Franklin Growth Adv | Owns companies we recommend for divestment | 3 | 3 | 8 | 11 | X | Large Growth |
| FKGRX | Franklin Growth A | Owns companies we recommend for divestment | 3 | 3 | 8 | 11 | X | Large Growth |
| FTIEX | Fidelity® Total International Equity | Owns companies we recommend for divestment | 3 | 3 | 7 | 4 | X | Foreign Large Blend |
| FCPVX | Fidelity® Small Cap Value | Owns companies we recommend for divestment | 3 | 1 | 1 | 4 | X | Small Value |
| DFCEX | DFA Emerging Markets Core Equity I | Owns companies we recommend for divestment | 3 | 0 | 11 | 0 | X | Diversified Emerging Mkts |
| FZAIX | Fidelity Advisor® International Discv Z | Owns companies we recommend for divestment | 3 | 3 | 4 | 3 | X | Foreign Large Growth |
| FSCIX | Fidelity Advisor® Small Cap I | Owns companies we recommend for divestment | 3 | 2 | 1 | 3 | X | Small Blend |
| FSCEX | Fidelity Advisor® Small Cap C | Owns companies we recommend for divestment | 3 | 2 | 1 | 3 | X | Small Blend |
| FSCDX | Fidelity Advisor® Small Cap A | Owns companies we recommend for divestment | 3 | 2 | 1 | 3 | X | Small Blend |
| FSSFX | Fidelity Advisor® Series Small Cap | Owns companies we recommend for divestment | 3 | 2 | 1 | 3 | X | Small Blend |
| FIDFX | Fidelity Advisor® Mid Cap Value Z | Owns companies we recommend for divestment | 3 | 2 | 4 | 3 | X | Mid-Cap Value |
| FMPTX | Fidelity Advisor® Mid Cap Value M | Owns companies we recommend for divestment | 3 | 2 | 4 | 3 | X | Mid-Cap Value |
| FMPOX | Fidelity Advisor® Mid Cap Value I | Owns companies we recommend for divestment | 3 | 2 | 4 | 3 | X | Mid-Cap Value |
| FMPEX | Fidelity Advisor® Mid Cap Value C | Owns companies we recommend for divestment | 3 | 2 | 4 | 3 | X | Mid-Cap Value |
| FMPAX | Fidelity Advisor® Mid Cap Value A | Owns companies we recommend for divestment | 3 | 2 | 4 | 3 | X | Mid-Cap Value |
| FZAJX | Fidelity Advisor® International Growth Z | Owns companies we recommend for divestment | 3 | 1 | 3 | 2 | X | Foreign Large Growth |
| FITGX | Fidelity Advisor® International Growth M | Owns companies we recommend for divestment | 3 | 1 | 3 | 2 | X | Foreign Large Growth |
| FIIIX | Fidelity Advisor® International Growth I | Owns companies we recommend for divestment | 3 | 1 | 3 | 2 | X | Foreign Large Growth |
| FIGCX | Fidelity Advisor® International Growth C | Owns companies we recommend for divestment | 3 | 1 | 3 | 2 | X | Foreign Large Growth |
| FIAGX | Fidelity Advisor® International Growth A | Owns companies we recommend for divestment | 3 | 1 | 3 | 2 | X | Foreign Large Growth |
| FTADX | Fidelity Advisor® International Discv M | Owns companies we recommend for divestment | 3 | 3 | 4 | 3 | X | Foreign Large Growth |
| FCVAX | Fidelity Advisor® Small Cap Value A | Owns companies we recommend for divestment | 3 | 1 | 1 | 4 | X | Small Value |
| FIADX | Fidelity Advisor® International Discv I | Owns companies we recommend for divestment | 3 | 3 | 4 | 3 | X | Foreign Large Growth |
| FCADX | Fidelity Advisor® International Discv C | Owns companies we recommend for divestment | 3 | 3 | 4 | 3 | X | Foreign Large Growth |
| FAIDX | Fidelity Advisor® International Discv A | Owns companies we recommend for divestment | 3 | 3 | 4 | 3 | X | Foreign Large Growth |
| NETZ | Engine No. 1 Transform Climate ETF | Owns companies we recommend for divestment | 3 | 1 | 4 | 3 | V | Large Blend |
| EMPW | Emerge EMPWR Unified Sustainable Eq ETF | Owns companies we recommend for divestment | 3 | 9 | 9 | 12 | V | Large Blend |
| EMCA | Emerge EMPWR Sustainable Div Eq ETF | Owns companies we recommend for divestment | 3 | 5 | 6 | 7 | V | Large Blend |
| DUHP | Dimensional US High Profitability ETF | Owns companies we recommend for divestment | 3 | 5 | 7 | 7 | X | Large Blend |
| DFAE | Dimensional Emerging Core Equity Mkt ETF | Owns companies we recommend for divestment | 3 | 0 | 11 | 0 | X | Diversified Emerging Mkts |
| DSCGX | DFA US Small Cap Growth Instl | Owns companies we recommend for divestment | 3 | 4 | 5 | 7 | X | Small Growth |
| DFEPX | DFA Emerging Markets Value R2 | Owns companies we recommend for divestment | 3 | 0 | 10 | 0 | X | Diversified Emerging Mkts |
| DFEVX | DFA Emerging Markets Value I | Owns companies we recommend for divestment | 3 | 0 | 10 | 0 | X | Diversified Emerging Mkts |
| DEMGX | DFA Emerging Markets Trgt Val Instl | Owns companies we recommend for divestment | 3 | 0 | 9 | 0 | X | Diversified Emerging Mkts |
| DFETX | DFA Emerging Markets II | Owns companies we recommend for divestment | 3 | 0 | 9 | 0 | X | Diversified Emerging Mkts |
| DFEMX | DFA Emerging Markets I | Owns companies we recommend for divestment | 3 | 0 | 9 | 0 | X | Diversified Emerging Mkts |
| FSCTX | Fidelity Advisor® Small Cap M | Owns companies we recommend for divestment | 3 | 2 | 1 | 3 | X | Small Blend |
| FCVCX | Fidelity Advisor® Small Cap Value C | Owns companies we recommend for divestment | 3 | 1 | 1 | 4 | X | Small Value |
| FKICX | Fidelity® Small Cap Stock K6 | Owns companies we recommend for divestment | 3 | 2 | 2 | 4 | X | Small Blend |
| FDRR | Fidelity® Dividend ETF for Rising Rates | Owns companies we recommend for divestment | 3 | 8 | 8 | 9 | X | Large Value |
| FSLCX | Fidelity® Small Cap Stock | Owns companies we recommend for divestment | 3 | 2 | 2 | 4 | X | Small Blend |
| FECGX | Fidelity® Small Cap Growth Index | Owns companies we recommend for divestment | 3 | 5 | 3 | 6 | X | Small Growth |
| FDMLX | Fidelity® Series Intrinsic Opps | Owns companies we recommend for divestment | 3 | 5 | 2 | 5 | X | Mid-Cap Value |
| FIGSX | Fidelity® Series International Growth | Owns companies we recommend for divestment | 3 | 1 | 3 | 2 | X | Foreign Large Growth |
| FSWCX | Fidelity® SAI US Value Index | Owns companies we recommend for divestment | 3 | 11 | 10 | 10 | X | Large Value |
| FCMVX | Fidelity® Mid Cap Value K6 | Owns companies we recommend for divestment | 3 | 2 | 4 | 3 | X | Mid-Cap Value |
| FSMVX | Fidelity® Mid Cap Value | Owns companies we recommend for divestment | 3 | 2 | 4 | 3 | X | Mid-Cap Value |
| FIVA | Fidelity® International Value Factor ETF | Owns companies we recommend for divestment | 3 | 5 | 5 | 7 | X | Foreign Large Value |
| FIGFX | Fidelity® International Growth | Owns companies we recommend for divestment | 3 | 1 | 3 | 2 | X | Foreign Large Growth |
| FDKFX | Fidelity® International Discovery K6 | Owns companies we recommend for divestment | 3 | 3 | 4 | 3 | X | Foreign Large Growth |
| FIDKX | Fidelity® International Discovery K | Owns companies we recommend for divestment | 3 | 3 | 4 | 3 | X | Foreign Large Growth |
| FIGRX | Fidelity® International Discovery | Owns companies we recommend for divestment | 3 | 3 | 4 | 3 | X | Foreign Large Growth |
| FGRO | Fidelity® Growth Opportunities ETF | Owns companies we recommend for divestment | 3 | 4 | 8 | 9 | X | Large Growth |
| FEOPX | Fidelity® Enduring Opportunities | Owns companies we recommend for divestment | 3 | 7 | 7 | 13 | X | Global Large-Stock Growth |
| FSSJX | Fidelity Series Select Intl Sm Cp | Owns companies we recommend for divestment | 3 | 1 | 2 | 0 | X | Foreign Small/Mid Blend |
| FCVIX | Fidelity Advisor® Small Cap Value I | Owns companies we recommend for divestment | 3 | 1 | 1 | 4 | X | Small Value |
| FIDJX | Fidelity SAI Sustainable Sector Fund | Owns companies we recommend for divestment | 3 | 13 | 8 | 16 | V | Large Blend |
| FWOZX | Fidelity Advisor® Women's Leadership Z | Owns companies we recommend for divestment | 3 | 7 | 4 | 12 | V | Large Blend |
| FWOEX | Fidelity Advisor® Women's Leadership M | Owns companies we recommend for divestment | 3 | 7 | 4 | 12 | V | Large Blend |
| FWMNX | Fidelity Advisor® Women's Leadership I | Owns companies we recommend for divestment | 3 | 7 | 4 | 12 | V | Large Blend |
| FWOCX | Fidelity Advisor® Women's Leadership C | Owns companies we recommend for divestment | 3 | 7 | 4 | 12 | V | Large Blend |
| FWOAX | Fidelity Advisor® Women's Leadership A | Owns companies we recommend for divestment | 3 | 7 | 4 | 12 | V | Large Blend |
| FIEZX | Fidelity Advisor® Total Intl Equity Z | Owns companies we recommend for divestment | 3 | 3 | 7 | 4 | X | Foreign Large Blend |
| FTTEX | Fidelity Advisor® Total Intl Equity M | Owns companies we recommend for divestment | 3 | 3 | 7 | 4 | X | Foreign Large Blend |
| FTEIX | Fidelity Advisor® Total Intl Equity I | Owns companies we recommend for divestment | 3 | 3 | 7 | 4 | X | Foreign Large Blend |
| FTCEX | Fidelity Advisor® Total Intl Equity C | Owns companies we recommend for divestment | 3 | 3 | 7 | 4 | X | Foreign Large Blend |
| FTAEX | Fidelity Advisor® Total Intl Equity A | Owns companies we recommend for divestment | 3 | 3 | 7 | 4 | X | Foreign Large Blend |
| FZAOX | Fidelity Advisor® Small Cap Z | Owns companies we recommend for divestment | 3 | 2 | 1 | 3 | X | Small Blend |
| FIKNX | Fidelity Advisor® Small Cap Value Z | Owns companies we recommend for divestment | 3 | 1 | 1 | 4 | X | Small Value |
| FCVTX | Fidelity Advisor® Small Cap Value M | Owns companies we recommend for divestment | 3 | 1 | 1 | 4 | X | Small Value |
| CIVCX | American Funds International Vntg 529-E | Owns companies we recommend for divestment | 3 | 1 | 3 | 2 | X | Foreign Large Growth |
| CIVAX | American Funds International Vntg 529-A | Owns companies we recommend for divestment | 3 | 1 | 3 | 2 | X | Foreign Large Growth |
| MVIIX | Praxis Value Index I | Owns companies we recommend for divestment | 2 | 15 | 12 | 20 | V | Large Value |
| TRZDX | T. Rowe Price Dividend Growth Z | Owns companies we recommend for divestment | 2 | 7 | 3 | 8 | X | Large Blend |
| PRNHX | T. Rowe Price New Horizons | Owns companies we recommend for divestment | 2 | 0 | 0 | 2 | X | Mid-Cap Growth |
| TRNEX | T. Rowe Price New Era I | Owns companies we recommend for divestment | 2 | 0 | 2 | 1 | X | Natural Resources |
| PRNEX | T. Rowe Price New Era | Owns companies we recommend for divestment | 2 | 0 | 2 | 1 | X | Natural Resources |
| TRLUX | T. Rowe Price Lrg Cp Va Inv | Owns companies we recommend for divestment | 2 | 7 | 7 | 8 | X | Large Value |
| TILCX | T. Rowe Price Lrg Cp Va I | Owns companies we recommend for divestment | 2 | 7 | 7 | 8 | X | Large Value |
| TRJZX | T. Rowe Price Growth Stock Z | Owns companies we recommend for divestment | 2 | 2 | 6 | 8 | X | Large Growth |
| RRGSX | T. Rowe Price Growth Stock R | Owns companies we recommend for divestment | 2 | 2 | 6 | 8 | X | Large Growth |
| PRUFX | T. Rowe Price Growth Stock I | Owns companies we recommend for divestment | 2 | 2 | 6 | 8 | X | Large Growth |
| TGRW | T. Rowe Price Growth Stock ETF | Owns companies we recommend for divestment | 2 | 2 | 7 | 7 | X | Large Growth |
| TRSAX | T. Rowe Price Growth Stock Adv | Owns companies we recommend for divestment | 2 | 2 | 6 | 8 | X | Large Growth |
| PRGFX | T. Rowe Price Growth Stock | Owns companies we recommend for divestment | 2 | 2 | 6 | 8 | X | Large Growth |
| TRGLX | T. Rowe Price Global Stock I | Owns companies we recommend for divestment | 2 | 4 | 3 | 6 | X | Global Large-Stock Growth |
| PAGSX | T. Rowe Price Global Stock Adv | Owns companies we recommend for divestment | 2 | 4 | 3 | 6 | X | Global Large-Stock Growth |
| PRGSX | T. Rowe Price Global Stock | Owns companies we recommend for divestment | 2 | 4 | 3 | 6 | X | Global Large-Stock Growth |
| PDGIX | T. Rowe Price Dividend Growth I | Owns companies we recommend for divestment | 2 | 7 | 3 | 8 | X | Large Blend |
| TRUZX | T. Rowe Price New Horizons Z | Owns companies we recommend for divestment | 2 | 0 | 0 | 2 | X | Mid-Cap Growth |
| TDVG | T. Rowe Price Dividend Growth ETF | Owns companies we recommend for divestment | 2 | 7 | 3 | 8 | X | Large Blend |
| TADGX | T. Rowe Price Dividend Growth Advisor | Owns companies we recommend for divestment | 2 | 7 | 3 | 8 | X | Large Blend |
| PRDGX | T. Rowe Price Dividend Growth | Owns companies we recommend for divestment | 2 | 7 | 3 | 8 | X | Large Blend |
| TRAIX | T. Rowe Price Capital Appreciation I | Owns companies we recommend for divestment | 2 | 3 | 4 | 9 | X | Allocation--50% to 70% Equity |
| PACLX | T. Rowe Price Capital Appreciation Adv | Owns companies we recommend for divestment | 2 | 3 | 4 | 9 | X | Allocation--50% to 70% Equity |
| PRWCX | T. Rowe Price Capital Appreciation | Owns companies we recommend for divestment | 2 | 3 | 4 | 9 | X | Allocation--50% to 70% Equity |
| FSAMX | Strategic Advisers® Emerging Markets | Owns companies we recommend for divestment | 2 | 0 | 3 | 0 | X | Diversified Emerging Mkts |
| DEIF | Sterling Capital Diverse Mlt Mgr Atv ETF | Owns companies we recommend for divestment | 2 | 6 | 3 | 6 | V | Large Blend |
| SSAQX | State Street US Core Equity Fund | Owns companies we recommend for divestment | 2 | 7 | 9 | 9 | X | Large Blend |
| SSAIX | State Street International Stock Sel N | Owns companies we recommend for divestment | 2 | 3 | 6 | 4 | X | Foreign Large Value |
| SSIQX | State Street International Stock Sel K | Owns companies we recommend for divestment | 2 | 3 | 6 | 4 | X | Foreign Large Value |
| SSIPX | State Street International Stock Sel I | Owns companies we recommend for divestment | 2 | 3 | 6 | 4 | X | Foreign Large Value |
| SSILX | State Street International Stock Sel A | Owns companies we recommend for divestment | 2 | 3 | 6 | 4 | X | Foreign Large Value |
| SUSSX | State Street Instl US Equity Svc | Owns companies we recommend for divestment | 2 | 7 | 9 | 9 | X | Large Blend |
| PRJIX | T. Rowe Price New Horizons I | Owns companies we recommend for divestment | 2 | 0 | 0 | 2 | X | Mid-Cap Growth |
| PRAFX | T. Rowe Price Real Assets | Owns companies we recommend for divestment | 2 | 0 | 2 | 1 | X | Global Large-Stock Value |
| SSKEX | State Street Emerging Markets Eq Idx K | Owns companies we recommend for divestment | 2 | 0 | 7 | 0 | X | Diversified Emerging Mkts |
| TENWX | TIAA-CREF Emerging Markets Eq Idx W | Owns companies we recommend for divestment | 2 | 0 | 7 | 0 | X | Diversified Emerging Mkts |
| VAGVX | Vanguard Advice Select Global Value Adml | Owns companies we recommend for divestment | 2 | 3 | 3 | 6 | X | Global Large-Stock Value |
| VADGX | Vanguard Advice Select Dividend Gr Admrl | Owns companies we recommend for divestment | 2 | 1 | 2 | 4 | X | Large Blend |
| MOTG | VanEck Morningstar Glb Wd Mt ETF | Owns companies we recommend for divestment | 2 | 7 | 4 | 8 | X | Global Large-Stock Blend |
| DURA | VanEck Durable High Dividend ETF | Owns companies we recommend for divestment | 2 | 2 | 4 | 4 | X | Large Value |
| UIGRX | USAA Growth Institutional | Owns companies we recommend for divestment | 2 | 4 | 9 | 8 | X | Large Growth |
| USAAX | USAA Growth | Owns companies we recommend for divestment | 2 | 4 | 9 | 8 | X | Large Growth |
| UGEIX | USAA Global Equity Income | Owns companies we recommend for divestment | 2 | 7 | 9 | 9 | X | Global Large-Stock Value |
| VEGN | US Vegan Climate ETF | Owns companies we recommend for divestment | 2 | 7 | 9 | 14 | V | Large Growth |
| TIEWX | TIAA-CREF International Eq W | Owns companies we recommend for divestment | 2 | 0 | 5 | 1 | X | Foreign Large Blend |
| TRERX | TIAA-CREF International Eq Retire | Owns companies we recommend for divestment | 2 | 0 | 5 | 1 | X | Foreign Large Blend |
| TIERX | TIAA-CREF International Eq Retail | Owns companies we recommend for divestment | 2 | 0 | 5 | 1 | X | Foreign Large Blend |
| TREPX | TIAA-CREF International Eq Premier | Owns companies we recommend for divestment | 2 | 0 | 5 | 1 | X | Foreign Large Blend |
| TIIEX | TIAA-CREF International Eq Instl | Owns companies we recommend for divestment | 2 | 0 | 5 | 1 | X | Foreign Large Blend |
| TIEHX | TIAA-CREF International Eq Advisor | Owns companies we recommend for divestment | 2 | 0 | 5 | 1 | X | Foreign Large Blend |
| TEQSX | TIAA-CREF Emerging Markets Eq Idx Retire | Owns companies we recommend for divestment | 2 | 0 | 7 | 0 | X | Diversified Emerging Mkts |
| PRIKX | T. Rowe Price Real Assets I | Owns companies we recommend for divestment | 2 | 0 | 2 | 1 | X | Global Large-Stock Value |
| TEQKX | TIAA-CREF Emerging Markets Eq Idx Retail | Owns companies we recommend for divestment | 2 | 0 | 7 | 0 | X | Diversified Emerging Mkts |
| TEQPX | TIAA-CREF Emerging Markets Eq Idx Prem | Owns companies we recommend for divestment | 2 | 0 | 7 | 0 | X | Diversified Emerging Mkts |
| TEQLX | TIAA-CREF Emerging Markets Eq Idx Instl | Owns companies we recommend for divestment | 2 | 0 | 7 | 0 | X | Diversified Emerging Mkts |
| TEQHX | TIAA-CREF Emerging Markets Eq Idx Adv | Owns companies we recommend for divestment | 2 | 0 | 7 | 0 | X | Diversified Emerging Mkts |
| FTGFX | Templeton Growth R6 | Owns companies we recommend for divestment | 2 | 2 | 7 | 5 | X | Global Large-Stock Blend |
| TEGRX | Templeton Growth R | Owns companies we recommend for divestment | 2 | 2 | 7 | 5 | X | Global Large-Stock Blend |
| FTGQX | Templeton Growth C | Owns companies we recommend for divestment | 2 | 2 | 7 | 5 | X | Global Large-Stock Blend |
| TGADX | Templeton Growth Adv | Owns companies we recommend for divestment | 2 | 2 | 7 | 5 | X | Global Large-Stock Blend |
| TEPLX | Templeton Growth A | Owns companies we recommend for divestment | 2 | 2 | 7 | 5 | X | Global Large-Stock Blend |
| TRZLX | T. Rowe Price US Large-Cap Core Z | Owns companies we recommend for divestment | 2 | 9 | 4 | 10 | X | Large Blend |
| RCLIX | T. Rowe Price US Large-Cap Core I | Owns companies we recommend for divestment | 2 | 9 | 4 | 10 | X | Large Blend |
| PAULX | T. Rowe Price US Large-Cap Core Adv | Owns companies we recommend for divestment | 2 | 9 | 4 | 10 | X | Large Blend |
| TRULX | T. Rowe Price US Large-Cap Core | Owns companies we recommend for divestment | 2 | 9 | 4 | 10 | X | Large Blend |
| TRZRX | T. Rowe Price Real Assets Z | Owns companies we recommend for divestment | 2 | 0 | 2 | 1 | X | Global Large-Stock Value |
| SUSIX | State Street Instl US Equity Inv | Owns companies we recommend for divestment | 2 | 7 | 9 | 9 | X | Large Blend |
| XSW | SPDR® S&P Software & Services ETF | Owns companies we recommend for divestment | 2 | 2 | 4 | 5 | X | Technology |
| VCDAX | Vanguard Consumer Discretionary Idx Adm | Owns companies we recommend for divestment | 2 | 5 | 8 | 6 | X | Consumer Cyclical |
| PGWIX | Principal MidCap Growth Inst | Owns companies we recommend for divestment | 2 | 2 | 2 | 2 | X | Mid-Cap Growth |
| PIGCX | Putnam International Equity C | Owns companies we recommend for divestment | 2 | 2 | 2 | 5 | X | Foreign Large Blend |
| POVBX | Putnam International Equity B | Owns companies we recommend for divestment | 2 | 2 | 2 | 5 | X | Foreign Large Blend |
| POVSX | Putnam International Equity A | Owns companies we recommend for divestment | 2 | 2 | 2 | 5 | X | Foreign Large Blend |
| PMYYX | Putnam Core Equity Fund Y | Owns companies we recommend for divestment | 2 | 7 | 8 | 9 | X | Large Blend |
| PMYTX | Putnam Core Equity Fund R6 | Owns companies we recommend for divestment | 2 | 7 | 8 | 9 | X | Large Blend |
| PMYZX | Putnam Core Equity Fund R | Owns companies we recommend for divestment | 2 | 7 | 8 | 9 | X | Large Blend |
| PMYCX | Putnam Core Equity Fund C | Owns companies we recommend for divestment | 2 | 7 | 8 | 9 | X | Large Blend |
| PMYBX | Putnam Core Equity Fund B | Owns companies we recommend for divestment | 2 | 7 | 8 | 9 | X | Large Blend |
| PMYAX | Putnam Core Equity Fund A | Owns companies we recommend for divestment | 2 | 7 | 8 | 9 | X | Large Blend |
| PHPPX | Principal MidCap Growth R5 | Owns companies we recommend for divestment | 2 | 2 | 2 | 2 | X | Mid-Cap Growth |
| PIPPX | Principal MidCap Growth R4 | Owns companies we recommend for divestment | 2 | 2 | 2 | 2 | X | Mid-Cap Growth |
| PFPPX | Principal MidCap Growth R3 | Owns companies we recommend for divestment | 2 | 2 | 2 | 2 | X | Mid-Cap Growth |
| PMSGX | Principal MidCap Growth R1 | Owns companies we recommend for divestment | 2 | 2 | 2 | 2 | X | Mid-Cap Growth |
| PMGJX | Principal MidCap Growth J | Owns companies we recommend for divestment | 2 | 2 | 2 | 2 | X | Mid-Cap Growth |
| PISMX | Principal International Sml Compny Instl | Owns companies we recommend for divestment | 2 | 1 | 2 | 0 | X | Foreign Small/Mid Blend |
| POVDX | Putnam International Equity R5 | Owns companies we recommend for divestment | 2 | 2 | 2 | 5 | X | Foreign Large Blend |
| PFISX | Principal International Small CompanyR-6 | Owns companies we recommend for divestment | 2 | 1 | 2 | 0 | X | Foreign Small/Mid Blend |
| PTPPX | Principal International I R5 | Owns companies we recommend for divestment | 2 | 1 | 3 | 2 | X | Foreign Large Blend |
| PUPPX | Principal International I R4 | Owns companies we recommend for divestment | 2 | 1 | 3 | 2 | X | Foreign Large Blend |
| PRPPX | Principal International I R3 | Owns companies we recommend for divestment | 2 | 1 | 3 | 2 | X | Foreign Large Blend |
| PPISX | Principal International I R1 | Owns companies we recommend for divestment | 2 | 1 | 3 | 2 | X | Foreign Large Blend |
| PIIDX | Principal International I R-6 | Owns companies we recommend for divestment | 2 | 1 | 3 | 2 | X | Foreign Large Blend |
| PINIX | Principal International I Inst | Owns companies we recommend for divestment | 2 | 1 | 3 | 2 | X | Foreign Large Blend |
| PCAQX | Principal Capital Appreciation R5 | Owns companies we recommend for divestment | 2 | 5 | 6 | 9 | X | Large Blend |
| PCAPX | Principal Capital Appreciation R4 | Owns companies we recommend for divestment | 2 | 5 | 6 | 9 | X | Large Blend |
| PCAOX | Principal Capital Appreciation R3 | Owns companies we recommend for divestment | 2 | 5 | 6 | 9 | X | Large Blend |
| PCAMX | Principal Capital Appreciation R1 | Owns companies we recommend for divestment | 2 | 5 | 6 | 9 | X | Large Blend |
| PWCIX | Principal Capital Appreciation Inst | Owns companies we recommend for divestment | 2 | 5 | 6 | 9 | X | Large Blend |
| CMNCX | Principal Capital Appreciation C | Owns companies we recommend for divestment | 2 | 5 | 6 | 9 | X | Large Blend |
| CMNWX | Principal Capital Appreciation A | Owns companies we recommend for divestment | 2 | 5 | 6 | 9 | X | Large Blend |
| PIERX | Putnam International Equity R | Owns companies we recommend for divestment | 2 | 2 | 2 | 5 | X | Foreign Large Blend |
| POVEX | Putnam International Equity R6 | Owns companies we recommend for divestment | 2 | 2 | 2 | 5 | X | Foreign Large Blend |
| QEMM | SPDR® MSCI Emerging Mkts StratcFacts ETF | Owns companies we recommend for divestment | 2 | 0 | 5 | 0 | X | Diversified Emerging Mkts |
| PSLCX | Putnam Small Cap Value C | Owns companies we recommend for divestment | 2 | 1 | 0 | 2 | X | Small Value |
| ESIX | SPDR S&P SmallCap 600 ESG ETF | Owns companies we recommend for divestment | 2 | 2 | 1 | 3 | V | Small Blend |
| REMG | SPDR Bloomberg SASB EM ESG Slct ETF | Owns companies we recommend for divestment | 2 | 0 | 4 | 0 | V | Diversified Emerging Mkts |
| SESGX | Sit ESG Growth S | Owns companies we recommend for divestment | 2 | 2 | 6 | 7 | V | Global Large-Stock Blend |
| IESGX | Sit ESG Growth I | Owns companies we recommend for divestment | 2 | 2 | 6 | 7 | V | Global Large-Stock Blend |
| WEQRX | Segall Bryant&Hamill Workplace Eq Ret | Owns companies we recommend for divestment | 2 | 3 | 4 | 8 | V | Large Blend |
| WEQIX | Segall Bryant&Hamill Workplace Eq Instl | Owns companies we recommend for divestment | 2 | 3 | 4 | 8 | V | Large Blend |
| SICNX | Schwab® International Core Equity | Owns companies we recommend for divestment | 2 | 3 | 5 | 5 | X | Foreign Large Blend |
| SWLSX | Schwab Large-Cap Growth | Owns companies we recommend for divestment | 2 | 4 | 4 | 7 | X | Large Growth |
| FNDE | Schwab Fundamental Emerg Mkts Lg Co ETF | Owns companies we recommend for divestment | 2 | 0 | 2 | 0 | X | Diversified Emerging Mkts |
| SFENX | Schwab Fdmtl Emerg Mkts Lg Co Idx | Owns companies we recommend for divestment | 2 | 0 | 2 | 0 | X | Diversified Emerging Mkts |
| SCHE | Schwab Emerging Markets Equity ETF™ | Owns companies we recommend for divestment | 2 | 0 | 4 | 0 | X | Diversified Emerging Mkts |
| PYSVX | Putnam Small Cap Value Y | Owns companies we recommend for divestment | 2 | 1 | 0 | 2 | X | Small Value |
| PSCMX | Putnam Small Cap Value R6 | Owns companies we recommend for divestment | 2 | 1 | 0 | 2 | X | Small Value |
| PSCRX | Putnam Small Cap Value R | Owns companies we recommend for divestment | 2 | 1 | 0 | 2 | X | Small Value |
| PSLBX | Putnam Small Cap Value B | Owns companies we recommend for divestment | 2 | 1 | 0 | 2 | X | Small Value |
| POVYX | Putnam International Equity Y | Owns companies we recommend for divestment | 2 | 2 | 2 | 5 | X | Foreign Large Blend |
| PSLAX | Putnam Small Cap Value A | Owns companies we recommend for divestment | 2 | 1 | 0 | 2 | X | Small Value |
| PEIYX | Putnam Large Cap Value Y | Owns companies we recommend for divestment | 2 | 7 | 6 | 8 | X | Large Value |
| PEQSX | Putnam Large Cap Value R6 | Owns companies we recommend for divestment | 2 | 7 | 6 | 8 | X | Large Value |
| PEQLX | Putnam Large Cap Value R5 | Owns companies we recommend for divestment | 2 | 7 | 6 | 8 | X | Large Value |
| PEQRX | Putnam Large Cap Value R | Owns companies we recommend for divestment | 2 | 7 | 6 | 8 | X | Large Value |
| PEQCX | Putnam Large Cap Value C | Owns companies we recommend for divestment | 2 | 7 | 6 | 8 | X | Large Value |
| PEQNX | Putnam Large Cap Value B | Owns companies we recommend for divestment | 2 | 7 | 6 | 8 | X | Large Value |
| PEYAX | Putnam Large Cap Value A | Owns companies we recommend for divestment | 2 | 7 | 6 | 8 | X | Large Value |
| PNGYX | Putnam International Value Y | Owns companies we recommend for divestment | 2 | 2 | 4 | 3 | X | Foreign Large Value |
| PIGWX | Putnam International Value R6 | Owns companies we recommend for divestment | 2 | 2 | 4 | 3 | X | Foreign Large Value |
| PIIRX | Putnam International Value R | Owns companies we recommend for divestment | 2 | 2 | 4 | 3 | X | Foreign Large Value |
| PIGRX | Putnam International Value C | Owns companies we recommend for divestment | 2 | 2 | 4 | 3 | X | Foreign Large Value |
| PGNBX | Putnam International Value B | Owns companies we recommend for divestment | 2 | 2 | 4 | 3 | X | Foreign Large Value |
| PNGAX | Putnam International Value A | Owns companies we recommend for divestment | 2 | 2 | 4 | 3 | X | Foreign Large Value |
| VCR | Vanguard Consumer Discretionary ETF | Owns companies we recommend for divestment | 2 | 5 | 8 | 6 | X | Consumer Cyclical |
| VEMAX | Vanguard Emerging Mkts Stock Idx Adm | Owns companies we recommend for divestment | 2 | 0 | 4 | 0 | X | Diversified Emerging Mkts |
| QGRO | American Century US Quality Growth ETF | Owns companies we recommend for divestment | 3 | 3 | 4 | 5 | X | Large Growth |
| ADGIX | AB Core Opportunities I | Owns companies we recommend for divestment | 3 | 5 | 5 | 7 | X | Large Blend |
| CBBKX | AB Relative Value K | Owns companies we recommend for divestment | 3 | 4 | 7 | 6 | X | Large Value |
| CBBIX | AB Relative Value I | Owns companies we recommend for divestment | 3 | 4 | 7 | 6 | X | Large Value |
| CBBCX | AB Relative Value C | Owns companies we recommend for divestment | 3 | 4 | 7 | 6 | X | Large Value |
| CBBYX | AB Relative Value Advisor | Owns companies we recommend for divestment | 3 | 4 | 7 | 6 | X | Large Value |
| CABDX | AB Relative Value A | Owns companies we recommend for divestment | 3 | 4 | 7 | 6 | X | Large Value |
| AIVRX | AB International Value R | Owns companies we recommend for divestment | 3 | 1 | 4 | 2 | X | Foreign Large Value |
| AIVKX | AB International Value K | Owns companies we recommend for divestment | 3 | 1 | 4 | 2 | X | Foreign Large Value |
| AIVIX | AB International Value I | Owns companies we recommend for divestment | 3 | 1 | 4 | 2 | X | Foreign Large Value |
| ABICX | AB International Value C | Owns companies we recommend for divestment | 3 | 1 | 4 | 2 | X | Foreign Large Value |
| ABIYX | AB International Value Advisor | Owns companies we recommend for divestment | 3 | 1 | 4 | 2 | X | Foreign Large Value |
| ABIAX | AB International Value A | Owns companies we recommend for divestment | 3 | 1 | 4 | 2 | X | Foreign Large Value |
| ADGZX | AB Core Opportunities Z | Owns companies we recommend for divestment | 3 | 5 | 5 | 7 | X | Large Blend |
| ADGRX | AB Core Opportunities R | Owns companies we recommend for divestment | 3 | 5 | 5 | 7 | X | Large Blend |
| ADGKX | AB Core Opportunities K | Owns companies we recommend for divestment | 3 | 5 | 5 | 7 | X | Large Blend |
| ADGCX | AB Core Opportunities C | Owns companies we recommend for divestment | 3 |
