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

• Constantiam LLC
• DEW Wealth Strategies LLC
• Orion Investment Co
• Greencourse Financial Advisors LLC
• Greenway Family Office LLC
• Prairie Capital Management LLC
• Saxony Capital Management LLC
• Crossroads Financial Management
• Confluence Investment Management LLC
• Cutter and Company Brokerage Inc

• Navigating Portfolio Shifts: How Central Bank & Trust Co Adjusted Its Holdings Through Market Fluctuations
• Central Bank & Trust Co Q3 2023 vs. Q4 2023 13F Holdings Comparison
• 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

• ISHARES $14,573k
• ISHARES TR CORE US AGGBD ET $13,284k
• ADOBE INC $10,029k
• Amazon.com Inc $7,709k
• Intuit Inc $6,901k
• COSTCO WHSL CORP $6,718k
• AMGEN INC $5,961k
• Boeing Co/The $5,331k
• Domino's Pizza Inc $5,100k
• THE HERSHEY COMPANY $5,008k