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AMERICAN EXPRESS CO
AMERICAN EXPRESS CO. Institutional holdings reported to the SEC.

Institutional Holders (2016Q4)
Portfolio Summary: 1,330 Institutional holders with a total value of $57,973,460,945.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1301 CWM, LLC 128 9,000 0.00%
1302 America First Investment Advisors, LLC 120 9,000 0.00%
1303 INTEGRATED WEALTH COUNSEL, LLC 112 8,000 0.00%
1304 SONORA INVESTMENT MANAGEMENT, LLC 100 7,408 0.00%
1305 DELPHI PRIVATE ADVISORS LLC 95 7,000 0.00%
1306 Tradewinds Capital Management, LLC 90 7,000 0.00%
1307 TAYLOR WEALTH MANAGEMENT PARTNERS 100 7,000 0.00%
1308 AllSquare Wealth Management LLC 98 7,000 0.00%
1309 CENTERSTAR FUND, LLC 500 7,000 0.00% Call PRN
1310 ROBLE, BELKO & COMPANY, INC 98 7,000 0.00%
1311 Orion Porfolio Solutions, LLC 84 6,000 0.00%
1312 CAPSTONE INVESTMENT ADVISORS, LLC 80 5,000 0.00%
1313 CREATIVE FINANCIAL DESIGNS INC /ADV 66 5,000 0.00%
1314 FINANCIAL ADVISORS NETWORK, INC. 57 4,380 0.00%
1315 NEW CAPITAL MANAGEMENT LP 50 4,000 0.00%
1316 NewSquare Capital LLC 55 4,000 0.00%
1317 ROCKEFELLER FINANCIAL SERVICES INC 48 4,000 0.00%
1318 WELLS FARGO & COMPANY/MN 13,400 4,000 0.00% Put
1319 Creative Planning 1,800 3,000 0.00% Put
1320 West Family Investments, Inc. 300 3,000 0.00% Put
1321 Perkins Coie Trust Co 40 3,000 0.00%
1322 Horrell Capital Management, Inc. 44 3,000 0.00%
1323 M&T BANK CORP 2 2,000 0.00% Call
1324 PINKERTON WEALTH, LLC 33 2,000 0.00%
1325 VALLEY NATIONAL ADVISERS INC 31 2,000 0.00%
1326 HIGH POINT BANK & TRUST CO 33 2,000 0.00%
1327 Lowe Wealth Advisors, LLC 20 1,000 0.00%
1328 MINICHMACGREGOR WEALTH MANAGEMENT, LLC 21 1,000 0.00%
1329 Concert Wealth Management Inc. 300 0 0.00% Call
1330 WEALTHCARE ADVISORY PARTNERS LLC 1 0 0.00%
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From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.