| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| AEK A. Eric Kauders, Jr. Old Point Trust & Financial Services N A | 102 | $6,238 | $5,663.04 | -$574.96 | -9.22% |
| CD Charlie Durham Sterling Capital Management LLC | 14,421 | $558,356.32 | $801,230.76 | $242,874.44 | 43.5% |