| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| AEK A. Eric Kauders, Jr. Old Point Trust & Financial Services N A | 156 | $3,419 | $2,859.48 | -$559.52 | -16.37% |
| CD Charlie Durham Sterling Capital Management LLC | 28,502 | $314,645.09 | $522,441.66 | $207,796.57 | 66.04% |