The following list consist of small to medium size businesses in Securities, Commodity Contracts, and Other Financial Investments and Related Activities industry that received PPP loans in excess of $150,000.
| Business Name | Address | Loan Amount |
|---|---|---|
| BURNEY PARTNERS, LLC | 1800 ALEXANDER BELL DR STE 500 RESTON, VA 20191 | $350,000-1 million |
| BUSINESS PLANNING CONCEPTS, INC. D/B/A MEMBER BENEFITS | 10739 DEERWOOD PARK BLVD STE 200B JACKSONVILLE, FL 32256 | $350,000-1 million |
| BUTCHERJOSEPH & CO. LLC | 6 CARDINAL WAY SUITE 801 SAINT LOUIS, MO 63102 | $350,000-1 million |
| BUTLER CAPITAL INVESTMENTS LLC | 1815 CREEKVIEW LANE CHARLOTTESVILLE, VA 22911 | $150,000-350,000 |
| BUTTONWOOD FINANCIAL GROUP, LLC | 3013 MAIN STREET KANSAS CITY, MO 64108 | $150,000-350,000 |
| BVOH LLC | 201 MISSION STREET, SUITE 720 SAN FRANCISCO, CA 94105 | $1-2 million |
| BVT NATIONAL CAPITAL PARTNERS, INC | 400 INTERSTATE N. PKWY, STE 700 ATLANTA, GA 30339 | $350,000-1 million |
| BY THE RIO, LLC | 368 CAMINO DE LOS RANCHOS S PUEBLO, CO 81007 | $350,000-1 million |
| C & C FINANCIAL INCORPORATED | 4749 W FULLERTON CHICAGO, IL 60639 | $150,000-350,000 |
| C & C GLOBAL INVESTMENTS INC. | 1553 ALTO VISTA DRIVE MELBOURNE, FL 32940 | $350,000-1 million |
| C & E FINANCIAL GROUP, INC. | 777 EAST 4500 SOUTH #220 SALT LAKE CITY, UT 84107 | $2-5 million |
| C & N INVESTMENTS, INC. | 550 BENSON DR KERRVILLE, TX 78028 | $350,000-1 million |
| C AND M FINANCIAL | 9940 RICHMOND AVE 1078 HOUSTON, TX 77042 | $150,000-350,000 |
| C&A FINANCIAL GROUP LLC | STATE ROUTE 34 WALL TOWNSHIP, NJ 07719 | $150,000-350,000 |
| C&CT VENTURES, LP | 100 TIMBERLEAF CT DOUBLE OAK, TX 75077 | $350,000-1 million |
| C&E INVESTMENTS, INC. | 3926 BAHLER AVE MANVEL, TX 77578 | $350,000-1 million |
| C. H. SNYDER COMPANY | 1 GLADE PARK EAST PO BOX 1022 KITTANNING, PA 16201 | $150,000-350,000 |
| C. L. KING & ASSOCIATES, INC. | 9 ELK STREET ALBANY, NY 12207 | $1-2 million |
| C.A.T. FINANCIAL, INC. | 321 W DAVIE BLVD. FORT LAUDERDALE, FL 33315 | $150,000-350,000 |
| CA CAPITAL OPERATIONS, LLC | 1920 MAIN ST STE 150 IRVINE, CA 92614 | $1-2 million |
| CABRERA CAPITAL MARKETS, LLC | 10 S LASALLE ST STE 1050 CHICAGO, IL 60603 | $350,000-1 million |
| CABRILLO CAPITAL GROUP, INC. | 15404 HIGHLAND VALLEY RD ESCONDIDO, CA 92025 | $150,000-350,000 |
| CADENCE GROUP INC | 86 CHAMBERS ST. SUITE 205 NEW YORK, NY 10007 | $150,000-350,000 |
| CADENCE WEALTH MANAGEMENT, LLC | 1800 W PARK DR 330 WESTBOROUGH, MA 01581 | $150,000-350,000 |
| CAHABA WEALTH MANAGEMENT INC | 1075 PEACHTREE STREET NE STE 2150 ATLANTA, GA 30309 | $150,000-350,000 |
| CAHILL FINANCIAL ADVISORS, INC. | 7261 OHMS LANE EDINA, MN 55439 | $150,000-350,000 |
| CALBAY INVESTMENTS INC | 500 LA GONDA WAY STE 280 DANVILLE, CA 94526 | $150,000-350,000 |
| CALIFORNIA CAPITAL ADVISORS, INC. | 4729 LANKERSHIM BLVD NORTH HOLLYWOOD, CA 91602 | $150,000-350,000 |
| CALIFORNIA MUNICIPAL STATISTICS, INC. | 5460 COLLEGE AVE. OAKLAND, CA 94618 | $150,000-350,000 |
| CALIFORNIA RETIREMENT PLANS, INC. | 590 LENNON LANE #100 WALNUT CREEK, CA 94598 | $150,000-350,000 |
| CALLAN CAPITAL LLC | 1250 PROSPECT STREET SUITE #1 LA JOLLA, CA 92037 | $150,000-350,000 |
| CAMA SELF DIRECTED IRA, LLC | 122 EAST BUTLER AVE, SUITE 100 AMBLER, PA 19002 | $150,000-350,000 |
| CAMBRIA ASSET MANAGEMENT, LLC | 488 E WINCHESTER STREET SALT LAKE CITY, UT 84107 | $150,000-350,000 |
| CAMBRIA INVESTMENT MANAGEMENT, L.P. | 2321 ROSECRANS AVENUE SUITE 3225 EL SEGUNDO, CA 90245 | $150,000-350,000 |
| CAMBRIDGE INTERNATIONAL SECURITIES, LLC | 90 POST ROAD EAST 2ND FLOOR WESTPORT, CT 06880 | $350,000-1 million |
| CAMELOT PORTFOLIOS, LLC | 1700 WOODLANDS DR STE 100 MAUMEE, OH 43537 | $150,000-350,000 |
| CAMG SOLAMERE MANAGEMENT, LLC | 6101 CARNEGIE BLVD SUITE 360 CHARLOTTE, NC 28209 | $150,000-350,000 |
| CANAM ENTERPRISES, LP | 88 PINE STREET 20TH FLOOR NEW YORK, NY 10005 | $350,000-1 million |
| CANARAS CAPITAL MANAGEMENT LLC | 130 W 42ND ST SUITE 1500 NEW YORK, NY 10036 | $350,000-1 million |
| CANDLEWOOD PARTNERS, LLC | 600 SUPERIOR AVE E SUITE 1800 CLEVELAND, OH 44114 | $150,000-350,000 |
| CANFIELD CAPITAL MANAGEMENT, LLC | 1775 WEHRLE DRIVE BUFFALO, NY 14221 | $150,000-350,000 |
| CANNON CAPITAL LP | 161 WORCESTER RD FRAMINGHAM, MA 01701 | $150,000-350,000 |
| CANNON FINANCIAL INSTITUTE | 649-4 S MILLEDGE AVE ATHENS, GA 30605 | $350,000-1 million |
| CANNON FINANCIAL STRATEGISTS INC. | 649 S MILLEDGE AVE STE 8 ATHENS, GA 30605 | $350,000-1 million |
| CANTERBURY CONSULTING INCORPORATED | 610 NEWPORT CENTER DR NEWPORT BEACH, CA 92660 | $1-2 million |
| CAPACUITY CONSULTING LLC | 300 INTERNATIONAL PARKWAY STE 350 LAKE MARY, FL 32746 | $350,000-1 million |
| CAPITA FINANCIAL NETWORK, LLC | 9980 S 300 W #140 SANDY, UT 84070 | $150,000-350,000 |
| CAPITAL ADVISORS GROUP INC | 29 CRAFTS ST STE 270 NEWTON, MA 02458 | $350,000-1 million |
| CAPITAL ADVISORS, INC. | 2222 S UTICA PLACE #300 TULSA, OK 74114 | $350,000-1 million |
| CAPITAL ADVISORS, LTD., LLC | 20600 CHAGRIN BLVD BEACHWOOD, OH 44122 | $150,000-350,000 |
The Paycheck Protection Program prioritizes millions of Americans employed by small businesses by authorizing up to $659 billion toward job retention and certain other expenses. Read more information about the Paycheck Protection Program or the CARES Act.