| 2025-10-09 |
Liberty Wealth Management LLC |
I.U.4 |
Excess Operational Balances |
USD |
|
Day 9 |
None |
|
|
|
Broker-Dealer |
|
243592.43 |
|
|
|
No |
None |
| 2025-10-09 |
Liberty Wealth Management LLC |
I.U.4 |
Excess Operational Balances |
USD |
|
Day 10 |
None |
|
|
|
Broker-Dealer |
|
489688.37 |
|
|
|
No |
None |
| 2025-10-09 |
Liberty Wealth Management LLC |
I.U.4 |
Excess Operational Balances |
USD |
|
Day 11 |
None |
|
|
|
Broker-Dealer |
|
1490658.63 |
|
|
|
No |
None |
| 2025-10-09 |
Liberty Wealth Management LLC |
I.U.4 |
Excess Operational Balances |
USD |
|
Day 12 |
None |
|
|
|
Broker-Dealer |
|
650005.82 |
|
|
|
No |
None |
| 2025-10-09 |
Liberty Wealth Management LLC |
I.U.4 |
Excess Operational Balances |
USD |
|
Day 13 |
None |
|
Liberty International Finance Ltd. |
|
Broker-Dealer |
|
1455248.28 |
|
|
|
Yes |
None |
| 2025-10-09 |
Liberty Wealth Management LLC |
I.U.4 |
Excess Operational Balances |
USD |
|
Day 14 |
None |
|
|
|
Broker-Dealer |
|
1201285.42 |
|
|
|
No |
None |
| 2025-10-09 |
Liberty Wealth Management LLC |
I.U.4 |
Excess Operational Balances |
USD |
|
Day 15 |
None |
|
Liberty Capital Markets Inc. |
|
Broker-Dealer |
|
735281.02 |
|
|
|
Yes |
None |
| 2025-10-09 |
Liberty Wealth Management LLC |
I.U.4 |
Excess Operational Balances |
USD |
|
Day 16 |
None |
|
Liberty International Finance Ltd. |
|
Broker-Dealer |
|
1184227.91 |
|
|
|
Yes |
None |
| 2025-10-09 |
Liberty Wealth Management LLC |
I.U.4 |
Excess Operational Balances |
USD |
|
Day 17 |
None |
|
Liberty International Finance Ltd. |
|
Broker-Dealer |
|
337679.12 |
|
|
|
Yes |
None |
| 2025-10-09 |
Liberty Wealth Management LLC |
I.U.4 |
Excess Operational Balances |
USD |
|
Day 18 |
None |
|
|
|
Broker-Dealer |
|
1351782.33 |
|
|
|
No |
None |
| 2025-10-09 |
Liberty Wealth Management LLC |
I.U.4 |
Excess Operational Balances |
USD |
|
Day 19 |
None |
|
Liberty International Finance Ltd. |
|
Broker-Dealer |
|
678920.79 |
|
|
|
Yes |
None |
| 2025-10-09 |
Liberty Wealth Management LLC |
I.U.4 |
Excess Operational Balances |
USD |
|
Day 20 |
None |
|
Liberty National Bank |
|
Broker-Dealer |
|
1442565.03 |
|
|
|
Yes |
None |
| 2025-10-09 |
Liberty Wealth Management LLC |
I.U.4 |
Excess Operational Balances |
USD |
|
Day 21 |
None |
|
Liberty Mortgage Services Corp. |
|
Broker-Dealer |
|
1105365.87 |
|
|
|
Yes |
None |
| 2025-10-09 |
Liberty Wealth Management LLC |
I.U.4 |
Excess Operational Balances |
USD |
|
Day 22 |
None |
|
Liberty Mortgage Services Corp. |
|
Broker-Dealer |
|
1346964.35 |
|
|
|
Yes |
None |
| 2025-10-09 |
Liberty Wealth Management LLC |
I.U.4 |
Excess Operational Balances |
USD |
|
Day 23 |
None |
|
|
|
Broker-Dealer |
|
72671.83 |
|
|
|
No |
None |
| 2025-10-09 |
Liberty Wealth Management LLC |
I.U.4 |
Excess Operational Balances |
USD |
|
Day 24 |
None |
|
|
|
Broker-Dealer |
|
656126.14 |
|
|
|
No |
None |
| 2025-10-09 |
Liberty Wealth Management LLC |
I.U.4 |
Excess Operational Balances |
USD |
|
Day 25 |
None |
|
Liberty National Bank |
|
Broker-Dealer |
|
390565.92 |
|
|
|
Yes |
None |
| 2025-10-09 |
Liberty Wealth Management LLC |
I.U.4 |
Excess Operational Balances |
USD |
|
Day 26 |
None |
|
|
|
Broker-Dealer |
|
915600.38 |
|
|
|
No |
None |
| 2025-10-09 |
Liberty Wealth Management LLC |
I.U.4 |
Excess Operational Balances |
USD |
|
Day 27 |
None |
|
|
|
Broker-Dealer |
|
1019361.42 |
|
|
|
No |
None |
| 2025-10-09 |
Liberty Wealth Management LLC |
I.U.4 |
Excess Operational Balances |
USD |
|
Day 28 |
None |
|
Liberty Mortgage Services Corp. |
|
Broker-Dealer |
|
505818.20 |
|
|
|
Yes |
None |
| 2025-10-09 |
Liberty Wealth Management LLC |
I.U.4 |
Excess Operational Balances |
USD |
|
Day 29 |
None |
|
|
|
Broker-Dealer |
|
1043089.51 |
|
|
|
No |
None |
| 2025-10-09 |
Liberty Wealth Management LLC |
I.U.4 |
Excess Operational Balances |
USD |
|
Day 30 |
None |
|
Liberty Mortgage Services Corp. |
|
Broker-Dealer |
|
1362139.67 |
|
|
|
Yes |
None |
| 2025-10-09 |
Liberty Wealth Management LLC |
I.U.4 |
Excess Operational Balances |
USD |
|
Day 31 |
None |
|
Liberty Mortgage Services Corp. |
|
Broker-Dealer |
|
476894.13 |
|
|
|
Yes |
None |
| 2025-10-09 |
Liberty Wealth Management LLC |
I.U.4 |
Excess Operational Balances |
USD |
|
Day 32 |
None |
|
Liberty Capital Markets Inc. |
|
Broker-Dealer |
|
205275.59 |
|
|
|
Yes |
None |
| 2025-10-09 |
Liberty Wealth Management LLC |
I.U.4 |
Excess Operational Balances |
USD |
|
Day 33 |
None |
|
Liberty International Finance Ltd. |
|
Broker-Dealer |
|
348103.16 |
|
|
|
Yes |
None |