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03-31-2026
03-31-2026
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MILESTONE ASSET MANAGEMENT, LLC
8160 PERRY HWY
PITTSBURGH
PA
15237
13F COMBINATION REPORT
028-22816
000310441
801-120519
0001125816
028-06487
000107027
801-39950
First Trust Advisors LP
0001697723
028-17779
000134429
801-64004
AE Wealth Management LLC
0001743404
028-18893
000175083
801-100512
Foundations Investment Advisors, LLC
0001344551
028-11546
000109018
801-56323
ASSETMARK, INC
N
Walter J. West
Member & Managing Partner
412-643-3058
/s/ Walter J. West
Pittsburgh
PA
04-15-2026
1
291
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1
0000884546
028-03128
000106753
801-35905
CHARLES SCHWAB INVESTMENT MANAGEMENT INC