| 2025-10-08 |
Liberty Wealth Management LLC |
O.D.3: Non-Transactional Non-Relationship Accounts |
7799.91 |
Perpetual |
Retail |
G-1 |
Other |
| 2025-10-08 |
Liberty Wealth Management LLC |
O.D.3: Non-Transactional Non-Relationship Accounts |
415.11 |
Perpetual |
Retail |
G-2 |
FDIC |
| 2025-10-08 |
Liberty Wealth Management LLC |
O.D.3: Non-Transactional Non-Relationship Accounts |
8268.99 |
Perpetual |
Retail |
G-3 |
Other |
| 2025-10-08 |
Liberty Wealth Management LLC |
O.D.3: Non-Transactional Non-Relationship Accounts |
5827.22 |
Perpetual |
Retail |
IG-1 |
Uninsured |
| 2025-10-08 |
Liberty Wealth Management LLC |
O.D.3: Non-Transactional Non-Relationship Accounts |
7597.99 |
Perpetual |
Retail |
IG-2 |
Uninsured |
| 2025-10-08 |
Liberty Wealth Management LLC |
O.D.3: Non-Transactional Non-Relationship Accounts |
7953.75 |
Perpetual |
Retail |
S-1 |
Other |
| 2025-10-08 |
Liberty Wealth Management LLC |
O.D.3: Non-Transactional Non-Relationship Accounts |
4068.86 |
Perpetual |
Retail |
S-2 |
Other |
| 2025-10-08 |
Liberty Wealth Management LLC |
O.D.3: Non-Transactional Non-Relationship Accounts |
8297.21 |
Perpetual |
Retail |
S-3 |
Uninsured |
| 2025-10-08 |
Liberty Wealth Management LLC |
O.D.3: Non-Transactional Non-Relationship Accounts |
6635.80 |
Perpetual |
Retail |
S-4 |
Other |
| 2025-10-08 |
Liberty Wealth Management LLC |
O.D.3: Non-Transactional Non-Relationship Accounts |
941.30 |
Perpetual |
Retail |
S-5 |
Uninsured |
| 2025-10-08 |
Liberty Wealth Management LLC |
O.D.3: Non-Transactional Non-Relationship Accounts |
1645.33 |
Perpetual |
Retail |
S-6 |
Uninsured |
| 2025-10-08 |
Liberty Wealth Management LLC |
O.D.3: Non-Transactional Non-Relationship Accounts |
1934.99 |
Perpetual |
Retail |
S-7 |
Uninsured |
| 2025-10-08 |
Liberty Wealth Management LLC |
O.D.3: Non-Transactional Non-Relationship Accounts |
7023.97 |
Open |
Small Business |
A-0-Q |
FDIC |
| 2025-10-08 |
Liberty Wealth Management LLC |
O.D.3: Non-Transactional Non-Relationship Accounts |
5397.53 |
Open |
Small Business |
A-1-Q |
Other |
| 2025-10-08 |
Liberty Wealth Management LLC |
O.D.3: Non-Transactional Non-Relationship Accounts |
1265.72 |
Open |
Small Business |
A-2-Q |
Other |
| 2025-10-08 |
Liberty Wealth Management LLC |
O.D.3: Non-Transactional Non-Relationship Accounts |
4368.59 |
Open |
Small Business |
A-3-Q |
Other |
| 2025-10-08 |
Liberty Wealth Management LLC |
O.D.3: Non-Transactional Non-Relationship Accounts |
2399.46 |
Open |
Small Business |
A-4-Q |
Other |
| 2025-10-08 |
Liberty Wealth Management LLC |
O.D.3: Non-Transactional Non-Relationship Accounts |
6026.99 |
Open |
Small Business |
A-5-Q |
Uninsured |
| 2025-10-08 |
Liberty Wealth Management LLC |
O.D.3: Non-Transactional Non-Relationship Accounts |
7270.12 |
Open |
Small Business |
CB-1-Q |
Uninsured |
| 2025-10-08 |
Liberty Wealth Management LLC |
O.D.3: Non-Transactional Non-Relationship Accounts |
2993.94 |
Open |
Small Business |
CB-2-Q |
FDIC |
| 2025-10-08 |
Liberty Wealth Management LLC |
O.D.3: Non-Transactional Non-Relationship Accounts |
4542.80 |
Open |
Small Business |
S-1-Q |
Uninsured |
| 2025-10-08 |
Liberty Wealth Management LLC |
O.D.3: Non-Transactional Non-Relationship Accounts |
1836.97 |
Open |
Small Business |
S-2-Q |
FDIC |
| 2025-10-08 |
Liberty Wealth Management LLC |
O.D.3: Non-Transactional Non-Relationship Accounts |
4390.72 |
Open |
Small Business |
S-3-Q |
FDIC |
| 2025-10-08 |
Liberty Wealth Management LLC |
O.D.3: Non-Transactional Non-Relationship Accounts |
444.39 |
Open |
Small Business |
S-4-Q |
Other |
| 2025-10-08 |
Liberty Wealth Management LLC |
O.D.3: Non-Transactional Non-Relationship Accounts |
1224.97 |
Open |
Small Business |
CB-3-Q |
Uninsured |