The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE
OMB APPROVAL
OMB Number: 3235-0006
Estimated average burden
hours per response: 23.8
COLUMN 1 COLUMN 2 COLUMN 3 COLUMN 4 COLUMN 5 COLUMN 6 COLUMN 7 COLUMN 8
VALUE SHRS OR SH/ PUT/ INVESTMENT OTHER VOTING AUTHORITY
NAME OF ISSUER TITLE OF CLASS CUSIP FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
AGNICO EAGLE MINES LTD COM 008474108 BBG001S77MK3 439,783 8,459 SH   SOLE   8,459 0 0
AGNICO EAGLE MINES LTD COM 008474108 BBG001S77MK3 76,278 13,700 SH Call SOLE   13,700 0 0
ALPHA METALLURGICAL RESOUR I COM 020764106 BBG00DGWV044 629,917 4,303 SH   SOLE   4,303 0 0
ALPHABET INC CAP STK CL A 02079K305 BBG009S39JY5 375,419 4,255 SH   SOLE   4,255 0 0
ALTRIA GROUP INC COM 02209S103 BBG001S5T8T5 2,011,057 43,996 SH   SOLE   43,996 0 0
APPLE INC COM 037833100 BBG001S5N8V8 461,028 3,548 SH   SOLE   3,548 0 0
ARCHER DANIELS MIDLAND CO COM 039483102 BBG001S5ND74 314,390 3,386 SH   SOLE   3,386 0 0
BANK AMERICA CORP COM 060505104 BBG001S5P0Y0 327,888 9,900 SH   SOLE   9,900 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 BBG001S90346 9,935,460 32,164 SH   SOLE   32,164 0 0
BLACKROCK MUNIASSETS FD INC COM 09254J102 BBG001S7DTL0 129,840 12,000 SH   SOLE   12,000 0 0
BRITISH AMERN TOB PLC SPONSORED ADR 110448107 BBG001S6VV46 2,174,552 54,391 SH   SOLE   54,391 0 0
BROOKFIELD ASSET MANAGMT LTD CL A LMT VTG SHS 113004105 BBG019Z17GF9 231,654 8,080 SH   SOLE   8,080 0 0
BROOKFIELD CORP CL A LTD VT SH 11271J107 BBG001SF86D7 900,039 28,609 SH   SOLE   28,609 0 0
BROOKFIELD CORP CL A LTD VT SH 11271J107 BBG001SF86D7 3,650 600 SH Call SOLE   600 0 0
BUNGE LIMITED COM G16962105 BBG001SJ9BG4 356,578 3,574 SH   SOLE   3,574 0 0
CACI INTL INC CL A 127190304 BBG001SF9NK1 378,443 1,259 SH   SOLE   1,259 0 0
CANADIAN NAT RES LTD COM 136385101 BBG001S5YC56 2,859,739 51,499 SH   SOLE   51,499 0 0
CANADIAN NAT RES LTD COM 136385101 BBG001S5YC56 23,295 1,800 SH Call SOLE   1,800 0 0
CENOVUS ENERGY INC COM 15135U109 BBG001T2PJV8 549,555 28,313 SH   SOLE   28,313 0 0
CENOVUS ENERGY INC COM 15135U109 BBG001T2PJV8 12,560 3,200 SH Call SOLE   3,200 0 0
CHESAPEAKE ENERGY CORP COM 165167735 BBG00Z6DX607 564,521 5,982 SH   SOLE   5,982 0 0
CHESAPEAKE ENERGY CORP COM 165167735 BBG00Z6DX607 8,080 1,000 SH Call SOLE   1,000 0 0
CHEVRON CORP NEW COM 166764100 BBG001S67ZC5 677,216 3,773 SH   SOLE   3,773 0 0
CLEVELAND-CLIFFS INC NEW COM 185899101 BBG001S5PW43 131,425 8,158 SH   SOLE   8,158 0 0
CLEVELAND-CLIFFS INC NEW COM 185899101 BBG001S5PW43 10,291 2,100 SH Call SOLE   2,100 0 0
CONOCOPHILLIPS COM 20825C104 BBG001S5TZM2 282,256 2,392 SH   SOLE   2,392 0 0
DIAGEO PLC SPON ADR NEW 25243Q205 BBG001S7V596 450,643 2,529 SH   SOLE   2,529 0 0
DORCHESTER MINERALS LP COM UNIT 25820R105 BBG001SLKJK4 13,878,315 463,692 SH   SOLE   463,692 0 0
ENOVIX CORPORATION COM 293594107 BBG00YC538B7 1,289,792 103,681 SH   SOLE   103,681 0 0
ENOVIX CORPORATION COM 293594107 BBG00YC538B7 75,168 45,100 SH Call SOLE   45,100 0 0
ENTERPRISE PRODS PARTNERS L COM 293792107 BBG001S9P0Z1 1,644,984 68,200 SH   SOLE   68,200 0 0
ETF SER SOLUTIONS ACQUIRERS FD 26922A263 BBG00P35M8S7 810,171 31,456 SH   SOLE   31,456 0 0
EXXON MOBIL CORP COM 30231G102 BBG001S69V32 457,745 4,150 SH   SOLE   4,150 0 0
FRANCO NEV CORP COM 351858105 BBG001STGSR5 2,105,613 15,428 SH   SOLE   15,428 0 0
GRUPO AEROPORTUARIO DEL CENT SPON ADR 400501102 BBG001SQT2W8 493,421 7,979 SH   SOLE   7,979 0 0
HOME DEPOT INC COM 437076102 BBG001S5RTW7 1,292,911 4,093 SH   SOLE   4,093 0 0
IMPERIAL OIL LTD COM NEW 453038408 BBG001S5T1N6 315,348 6,470 SH   SOLE   6,470 0 0
INDUS REALTY TRUST INC COM 45580R103 BBG001S5RP64 350,401 5,519 SH   SOLE   5,519 0 0
INTEL CORP COM 458140100 BBG001S5SF65 488,215 18,472 SH   SOLE   18,472 0 0
INTEL CORP COM 458140100 BBG001S5SF65 17,660 16,600 SH Call SOLE   16,600 0 0
LABORATORY CORP AMER HLDGS COM NEW 50540R409 BBG001S7RX54 206,280 876 SH   SOLE   876 0 0
LAMAR ADVERTISING CO NEW CL A 512816109 BBG001S8KJC2 510,043 5,403 SH   SOLE   5,403 0 0
LEGACY HOUSING CORP COM 52472M101 BBG00MJDR6K7 1,344,321 70,903 SH   SOLE   70,903 0 0
LESAKA TECHNOLOGIES INC COM NEW 64107N206 BBG001SB4HP3 149,281 32,809 SH   SOLE   32,809 0 0
LISTED FD TR HORIZON KINETICS 53656F623 BBG00YV34KZ7 645,120 20,493 SH   SOLE   20,493 0 0
LOCKHEED MARTIN CORP COM 539830109 BBG001S7PS57 3,882,781 7,981 SH   SOLE   7,981 0 0
LOWES COS INC COM 548661107 BBG001S5SVL3 573,213 2,877 SH   SOLE   2,877 0 0
LSB INDS INC COM 502160104 BBG001S67BF5 705,645 53,056 SH   SOLE   53,056 0 0
LSB INDS INC COM 502160104 BBG001S67BF5 800 1,000 SH Call SOLE   1,000 0 0
MAGELLAN MIDSTREAM PRTNRS LP COM UNIT RP LP 559080106 BBG001S731Q7 485,782 9,675 SH   SOLE   9,675 0 0
MOSAIC CO NEW COM 61945C103 BBG001S7LJN1 423,038 9,643 SH   SOLE   9,643 0 0
NATURAL RESOURCE PARTNERS L COM UNIT LTD PAR 63900P608 BBG001SH9LZ5 595,185 10,955 SH   SOLE   10,955 0 0
NEUBERGER BERMAN MUN FD INC COM 64124P101 BBG001SHWP71 111,494 10,700 SH   SOLE   10,700 0 0
NEWMONT CORP COM 651639106 BBG001S5TKX3 78,022 1,653 SH   SOLE   1,653 0 0
NEWMONT CORP COM 651639106 BBG001S5TKX3 36,669 16,600 SH Call SOLE   16,600 0 0
NUVEEN AMT FREE QLTY MUN INC COM 670657105 BBG001SKQWJ3 363,044 31,930 SH   SOLE   31,930 0 0
NUVEEN ARIZONA QLTY MUN INC COM 67061W104 BBG001S75CC6 1,284,237 115,075 SH   SOLE   115,075 0 0
NUVEEN QUALITY MUNCP INCOME COM 67066V101 BBG001SCTFM1 1,170,890 99,228 SH   SOLE   99,228 0 0
OREILLY AUTOMOTIVE INC COM 67103H107 BBG001S78TL6 430,455 510 SH   SOLE   510 0 0
OSISKO GOLD ROYALTIES LTD COM 68827L101 BBG006L2SZD6 846,409 70,125 SH   SOLE   70,125 0 0
OVERSTOCK COM INC DEL COM 690370101 BBG001S64TS5 506,090 26,141 SH   SOLE   26,141 0 0
OVERSTOCK COM INC DEL COM 690370101 BBG001S64TS5 31,215 6,100 SH Call SOLE   6,100 0 0
PEABODY ENERGY CORP COM 704551100 BBG00GBV89J5 847,791 32,089 SH   SOLE   32,089 0 0
PEABODY ENERGY CORP COM 704551100 BBG00GBV89J5 149,895 14,200 SH Call SOLE   14,200 0 0
PEPSICO INC COM 713448108 BBG001S695T1 250,214 1,385 SH   SOLE   1,385 0 0
PHILIP MORRIS INTL INC COM 718172109 BBG001STP9N1 3,812,075 37,665 SH   SOLE   37,665 0 0
PLANET LABS PBC COM CL A 72703X106 BBG00ZCV3Q27 606,960 139,531 SH   SOLE   139,531 0 0
PPG INDS INC COM 693506107 BBG001S5VC13 1,907,001 15,166 SH   SOLE   15,166 0 0
QORVO INC COM 74736K101 BBG007TJF1P5 216,086 2,384 SH   SOLE   2,384 0 0
QUALCOMM INC COM 747525103 BBG001S6VS70 540,303 4,915 SH   SOLE   4,915 0 0
REGENERON PHARMACEUTICALS COM 75886F107 BBG001S6PX49 363,631 504 SH   SOLE   504 0 0
RENN FD INC COM 759720105 BBG001S79BY0 221,635 122,450 SH   SOLE   122,450 0 0
ROYAL GOLD INC COM 780287108 BBG001S5VNX4 260,496 2,311 SH   SOLE   2,311 0 0
SAN JUAN BASIN RTY TR UNIT BEN INT 798241105 BBG001S5W3M9 307,826 26,955 SH   SOLE   26,955 0 0
SANDSTORM GOLD LTD COM NEW 80013R206 BBG001SSPFD0 113,090 21,500 SH   SOLE   21,500 0 0
SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 BBG0025RWLM4 211,012 2,793 SH   SOLE   2,793 0 0
SEABOARD CORP DEL COM 811543107 BBG001S5VYZ8 215,187 57 SH   SOLE   57 0 0
SHERWIN WILLIAMS CO COM 824348106 BBG001S5W2F9 309,478 1,304 SH   SOLE   1,304 0 0
SIBANYE STILLWATER LTD SPONSORED ADR 82575P107 BBG00RRGP4W4 80,750 7,575 SH   SOLE   7,575 0 0
SIBANYE STILLWATER LTD SPONSORED ADR 82575P107 BBG00RRGP4W4 2,215 3,800 SH Call SOLE   3,800 0 0
SKY HARBOUR GROUP CORPORATIO COM CL A 83085C107 BBG00Y6DTLD8 30,058 11,300 SH   SOLE   11,300 0 0
SPECIAL OPPORTUNITIES FD INC COM 84741T104 BBG001S5V6G0 155,029 13,599 SH   SOLE   13,599 0 0
SPROTT PHYSICAL GOLD TR UNIT 85207H104 BBG001T66XM9 12,320,439 873,790 SH   SOLE   873,790 0 0
SPROTT PHYSICAL SILVER TR TR UNIT 85207K107 BBG001T96GD0 172,546 20,940 SH   SOLE   20,940 0 0
SS&C TECHNOLOGIES HLDGS INC COM 78467J100 BBG001STPPK8 438,762 8,428 SH   SOLE   8,428 0 0
SUNCOR ENERGY INC NEW COM 867224107 BBG001S5YSF0 8,608,220 271,296 SH   SOLE   271,296 0 0
SUNCOR ENERGY INC NEW COM 867224107 BBG001S5YSF0 210,040 19,300 SH Call SOLE   19,300 0 0
TARGET CORP COM 87612E106 BBG001SC0K41 220,132 1,477 SH   SOLE   1,477 0 0
TC ENERGY CORP COM 87807B107 BBG001S5WW27 371,216 9,313 SH   SOLE   9,313 0 0
TEXAS PACIFIC LAND CORPORATI COM 88262P102 BBG00YRJXKC0 1,275,261 544 SH   SOLE   544 0 0
TIDEWATER INC NEW COM 88642R109 BBG00HBQ36G8 700,408 19,007 SH   SOLE   19,007 0 0
TORTOISE MIDSTRM ENERGY FD I COM 89148B200 BBG001SS8R16 993,408 28,727 SH   SOLE   28,727 0 0
TRIPLE FLAG PRECIOUS METAL COM 89679M104 BBG00QRZMFT6 174,078 12,651 SH   SOLE   12,651 0 0
VERISK ANALYTICS INC COM 92345Y106 BBG001SBRX64 302,913 1,717 SH   SOLE   1,717 0 0
VOX ROYALTY CORP COM 92919F103 BBG00LZQKWN9 164,146 70,449 SH   SOLE   70,449 0 0
WALMART INC COM 931142103 BBG001S5XH92 481,377 3,395 SH   SOLE   3,395 0 0
WESTLAKE CORPORATION COM 960413102 BBG001SHVYF4 342,176 3,337 SH   SOLE   3,337 0 0
WHEATON PRECIOUS METALS CORP COM 962879102 BBG001S6DSP0 283,135 7,245 SH   SOLE   7,245 0 0
ZIMMER BIOMET HOLDINGS INC COM 98956P102 BBG001S7DQJ9 406,980 3,192 SH   SOLE   3,192 0 0