The Central Trust Bank

THE CENTRAL TRUST BANK, a legal entity registered in MO, specializes in providing financial advisory services. With a team of 6 employees, 5 of whom are experts in offering financial advice to clients, the firm has been approved by the U.S. Securities and Exchange Commission since February 2009. Although the number of clients served by the bank remains unknown, its status as an SEC-approved firm underscores its commitment to regulated financial services.

• BLAIR FAMILY TRUST

  PARTIAL OWNER owns more than 5% but less than 10%

• DAVID WILLIAM ROEHL

  CHIEF INVESTMENT OFFICER owns less than 5%

• DONALD RICHARD PERDUE

  PRESIDENT owns less than 5%

• JOYCE HOSKINS

  CHIEF COMPLIANCE OFFICER owns less than 5%

• MARY BLAIR SAGE TRUST

  PARTIAL OWNER owns less than 5%

• MICHAEL KEVIN MCCOY

  SENIOR VICE PRESIDENT, PORTFOLIO MANAGER owns less than 5%

• SAM B. COOK REVOCABLE TRUST

  PARTIAL OWNER owns more than 25% but less than 50%

• SAM BRYAN COOK

  PARTIAL OWNER owns more than 5% but less than 10%

• STEVEN WINSTON COOK

  PARTIAL OWNER owns more than 5% but less than 10%

• ANDREW CURTIN SAGE

  TRUSTEE

• MARY BLAIR SAGE

  TRUSTEE owns 75% or more

• MARY BLAIR SAGE

  TRUSTEE owns 75% or more

• SAM BRYAN COOK

  TRUSTEE owns 75% or more

• Greencourse Financial Advisors LLC
• Moneta Group Investment Advisors LLC
• Vantage Investment Partners LLC
• Pension Consultants Inc
• Monetary Management Group Inc
• RT Jones Capital Equities Management Inc
• Stieven Capital Advisors LP
• Institutional Investors Advisory Company
• EKON Advisors LLC
• Sparrow Capital Management Inc

• Central Bank & Trust Co Q2 2023 vs. Q3 2023 13F Holdings Comparison
• Central Bank & Trust Co Q1 2023 vs. Q2 2023 13F Holdings Comparison
• Central Bank & Trust Co's Q1 2023 Holdings Report Shows Significant Changes in Portfolio

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