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
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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 384,365 7,541 SH   SOLE   7,541 0 0
AGNICO EAGLE MINES LTD COM 008474108 BBG001S77MK3 85,345 11,500 SH Call SOLE   11,500 0 0
ALPHA METALLURGICAL RESOUR I COM 020764106 BBG00DGWV044 940,525 6,029 SH   SOLE   6,029 0 0
ALPHABET INC CAP STK CL A 02079K305 BBG009S39JY5 350,192 3,376 SH   SOLE   3,376 0 0
ALTRIA GROUP INC COM 02209S103 BBG001S5T8T5 796,065 17,841 SH   SOLE   17,841 0 0
APPLE INC COM 037833100 BBG001S5N8V8 536,365 3,253 SH   SOLE   3,253 0 0
ARCHER DANIELS MIDLAND CO COM 039483102 BBG001S5ND74 625,729 7,855 SH   SOLE   7,855 0 0
ARCHER DANIELS MIDLAND CO COM 039483102 BBG001S5ND74 1,320 200 SH Call SOLE   200 0 0
BANK AMERICA CORP COM 060505104 BBG001S5P0Y0 283,140 9,900 SH   SOLE   9,900 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 BBG001S90346 10,029,158 32,481 SH   SOLE   32,481 0 0
BLACKROCK MUNIASSETS FD INC COM 09254J102 BBG001S7DTL0 118,989 11,300 SH   SOLE   11,300 0 0
BRITISH AMERN TOB PLC SPONSORED ADR 110448107 BBG001S6VV46 1,901,256 54,136 SH   SOLE   54,136 0 0
BROOKFIELD ASSET MANAGMT LTD CL A LMT VTG SHS 113004105 BBG019Z17GF9 218,897 6,690 SH   SOLE   6,690 0 0
BROOKFIELD CORP CL A LTD VT SH 11271J107 BBG001SF86D7 1,075,503 33,001 SH   SOLE   33,001 0 0
BROOKFIELD CORP CL A LTD VT SH 11271J107 BBG001SF86D7 1,490 400 SH Call SOLE   400 0 0
BUNGE LIMITED COM G16962105 BBG001SJ9BG4 307,956 3,224 SH   SOLE   3,224 0 0
CACI INTL INC CL A 127190304 BBG001SF9NK1 367,683 1,241 SH   SOLE   1,241 0 0
CANADIAN NAT RES LTD COM 136385101 BBG001S5YC56 3,380,169 61,069 SH   SOLE   61,069 0 0
CANADIAN NAT RES LTD COM 136385101 BBG001S5YC56 30,810 2,800 SH Call SOLE   2,800 0 0
CENOVUS ENERGY INC COM 15135U109 BBG001T2PJV8 1,081,996 61,970 SH   SOLE   61,970 0 0
CENOVUS ENERGY INC COM 15135U109 BBG001T2PJV8 9,463 4,000 PRN Call SOLE   4,000 0 0
CHESAPEAKE ENERGY CORP COM 165167735 BBG00Z6DX607 504,677 6,637 SH   SOLE   6,637 0 0
CHEVRON CORP NEW COM 166764100 BBG001S67ZC5 613,155 3,758 SH   SOLE   3,758 0 0
CONOCOPHILLIPS COM 20825C104 BBG001S5TZM2 229,870 2,317 SH   SOLE   2,317 0 0
DIAGEO PLC SPON ADR NEW 25243Q205 BBG001S7V596 464,183 2,562 SH   SOLE   2,562 0 0
DORCHESTER MINERALS LP COM UNIT 25820R105 BBG001SLKJK4 13,956,646 460,767 SH   SOLE   460,767 0 0
ENOVIX CORPORATION COM 293594107 BBG00YC538B7 1,709,193 114,634 SH   SOLE   114,634 0 0
ENOVIX CORPORATION COM 293594107 BBG00YC538B7 164,785 42,700 SH Call SOLE   42,700 0 0
ENTERPRISE PRODS PARTNERS L COM 293792107 BBG001S9P0Z1 1,769,618 68,325 SH   SOLE   68,325 0 0
ETF SER SOLUTIONS ACQUIRERS FD 26922A263 BBG00P35M8S7 836,736 30,405 SH   SOLE   30,405 0 0
EXXON MOBIL CORP COM 30231G102 BBG001S69V32 444,123 4,050 SH   SOLE   4,050 0 0
FRANCO NEV CORP COM 351858105 BBG001STGSR5 1,633,397 11,203 SH   SOLE   11,203 0 0
GRUPO AEROPORTUARIO DEL CENT SPON ADR 400501102 BBG001SQT2W8 666,850 7,450 SH   SOLE   7,450 0 0
HOME DEPOT INC COM 437076102 BBG001S5RTW7 1,530,225 5,185 SH   SOLE   5,185 0 0
IMPERIAL OIL LTD COM NEW 453038408 BBG001S5T1N6 342,104 6,733 SH   SOLE   6,733 0 0
INDUS REALTY TRUST INC COM 45580R103 BBG001S5RP64 240,898 3,634 SH   SOLE   3,634 0 0
INTEL CORP COM 458140100 BBG001S5SF65 594,757 18,205 SH   SOLE   18,205 0 0
INTEL CORP COM 458140100 BBG001S5SF65 27,153 12,000 SH Call SOLE   12,000 0 0
LABORATORY CORP AMER HLDGS COM NEW 50540R409 BBG001S7RX54 227,585 992 SH   SOLE   992 0 0
LAMAR ADVERTISING CO NEW CL A 512816109 BBG001S8KJC2 693,636 6,944 SH   SOLE   6,944 0 0
LEGACY HOUSING CORP COM 52472M101 BBG00MJDR6K7 2,403,274 105,592 SH   SOLE   105,592 0 0
LESAKA TECHNOLOGIES INC COM NEW 64107N206 BBG001SB4HP3 131,563 27,409 SH   SOLE   27,409 0 0
LISTED FD TR HORIZON KINETICS 53656F623 BBG00YV34KZ7 621,457 20,151 SH   SOLE   20,151 0 0
LOCKHEED MARTIN CORP COM 539830109 BBG001S7PS57 3,772,959 7,981 SH   SOLE   7,981 0 0
LOWES COS INC COM 548661107 BBG001S5SVL3 575,314 2,877 SH   SOLE   2,877 0 0
LSB INDS INC COM 502160104 BBG001S67BF5 642,929 62,239 SH   SOLE   62,239 0 0
MAGELLAN MIDSTREAM PRTNRS LP COM UNIT RP LP 559080106 BBG001S731Q7 530,392 9,775 SH   SOLE   9,775 0 0
MOSAIC CO NEW COM 61945C103 BBG001S7LJN1 587,080 12,796 SH   SOLE   12,796 0 0
NATIONAL FUEL GAS CO COM 636180101 BBG001S5TLR8 356,833 6,180 SH   SOLE   6,180 0 0
NATURAL RESOURCE PARTNERS L COM UNIT LTD PAR 63900P608 BBG001SH9LZ5 942,471 18,055 SH   SOLE   18,055 0 0
NEWMONT CORP COM 651639106 BBG001S5TKX3 82,010 1,673 SH   SOLE   1,673 0 0
NEWMONT CORP COM 651639106 BBG001S5TKX3 37,076 16,800 SH Call SOLE   16,800 0 0
NUVEEN AMT FREE QLTY MUN INC COM 670657105 BBG001SKQWJ3 304,477 27,381 SH   SOLE   27,381 0 0
NUVEEN ARIZONA QLTY MUN INC COM 67061W104 BBG001S75CC6 1,253,453 110,925 SH   SOLE   110,925 0 0
NUVEEN QUALITY MUNCP INCOME COM 67066V101 BBG001SCTFM1 1,014,213 87,963 SH   SOLE   87,963 0 0
OREILLY AUTOMOTIVE INC COM 67103H107 BBG001S78TL6 357,421 421 SH   SOLE   421 0 0
OSISKO GOLD ROYALTIES LTD COM 68827L101 BBG006L2SZD6 1,005,946 63,587 SH   SOLE   63,587 0 0
OVERSTOCK COM INC DEL COM 690370101 BBG001S64TS5 588,175 29,017 SH   SOLE   29,017 0 0
OVERSTOCK COM INC DEL COM 690370101 BBG001S64TS5 22,700 5,800 SH Call SOLE   5,800 0 0
PEABODY ENERGY CORP COM 704551100 BBG00GBV89J5 1,049,344 40,990 SH   SOLE   40,990 0 0
PEABODY ENERGY CORP COM 704551100 BBG00GBV89J5 91,010 14,000 SH Call SOLE   14,000 0 0
PEPSICO INC COM 713448108 BBG001S695T1 252,486 1,385 SH   SOLE   1,385 0 0
PHILIP MORRIS INTL INC COM 718172109 BBG001STP9N1 3,714,269 38,193 SH   SOLE   38,193 0 0
PLANET LABS PBC COM CL A 72703X106 BBG00ZCV3Q27 545,901 138,906 SH   SOLE   138,906 0 0
PPG INDS INC COM 693506107 BBG001S5VC13 1,894,996 14,186 SH   SOLE   14,186 0 0
QORVO INC COM 74736K101 BBG007TJF1P5 205,273 2,021 SH   SOLE   2,021 0 0
QUALCOMM INC COM 747525103 BBG001S6VS70 603,393 4,730 SH   SOLE   4,730 0 0
REGENERON PHARMACEUTICALS COM 75886F107 BBG001S6PX49 392,758 478 SH   SOLE   478 0 0
RENN FD INC COM 759720105 BBG001S79BY0 222,950 127,400 SH   SOLE   127,400 0 0
RMR GROUP INC CL A 74967R106 BBG00B6V7CK4 205,328 7,825 SH   SOLE   7,825 0 0
SAN JUAN BASIN RTY TR UNIT BEN INT 798241105 BBG001S5W3M9 283,567 26,955 SH   SOLE   26,955 0 0
SANDSTORM GOLD LTD COM NEW 80013R206 BBG001SSPFD0 107,195 18,450 SH   SOLE   18,450 0 0
SHERWIN WILLIAMS CO COM 824348106 BBG001S5W2F9 304,339 1,354 SH   SOLE   1,354 0 0
SKY HARBOUR GROUP CORPORATIO COM CL A 83085C107 BBG00Y6DTLD8 188,378 26,200 SH   SOLE   26,200 0 0
SPECIAL OPPORTUNITIES FD INC COM 84741T104 BBG001S5V6G0 126,893 11,599 SH   SOLE   11,599 0 0
SPROTT PHYSICAL GOLD TR UNIT 85207H104 BBG001T66XM9 13,197,336 853,644 SH   SOLE   853,644 0 0
SPROTT PHYSICAL SILVER TR TR UNIT 85207K107 BBG001T96GD0 167,968 20,140 SH   SOLE   20,140 0 0
SS&C TECHNOLOGIES HLDGS INC COM 78467J100 BBG001STPPK8 437,981 7,756 SH   SOLE   7,756 0 0
ST JOE CO COM 790148100 BBG001S7K9Y2 440,650 10,590 SH   SOLE   10,590 0 0
SUNCOR ENERGY INC NEW COM 867224107 BBG001S5YSF0 8,459,601 272,451 SH   SOLE   272,451 0 0
SUNCOR ENERGY INC NEW COM 867224107 BBG001S5YSF0 169,550 20,200 SH Call SOLE   20,200 0 0
TARGET CORP COM 87612E106 BBG001SC0K41 227,576 1,374 SH   SOLE   1,374 0 0
TC ENERGY CORP COM 87807B107 BBG001S5WW27 359,918 9,250 SH   SOLE   9,250 0 0
TEXAS PACIFIC LAND CORPORATI COM 88262P102 BBG00YRJXKC0 624,274 367 SH   SOLE   367 0 0
TIDEWATER INC NEW COM 88642R109 BBG00HBQ36G8 805,871 18,282 SH   SOLE   18,282 0 0
TORTOISE MIDSTRM ENERGY FD I COM 89148B200 BBG001SS8R16 1,333,866 40,044 SH   SOLE   40,044 0 0
TRIPLE FLAG PRECIOUS METAL COM 89679M104 BBG00QRZMFT6 171,192 11,451 SH   SOLE   11,451 0 0
VERISK ANALYTICS INC COM 92345Y106 BBG001SBRX64 300,261 1,565 SH   SOLE   1,565 0 0
VOX ROYALTY CORP COM 92919F103 BBG00LZQKWN9 284,978 94,674 SH   SOLE   94,674 0 0
WALMART INC COM 931142103 BBG001S5XH92 474,052 3,215 SH   SOLE   3,215 0 0
WESTLAKE CORPORATION COM 960413102 BBG001SHVYF4 380,298 3,279 SH   SOLE   3,279 0 0
WHEATON PRECIOUS METALS CORP COM 962879102 BBG001S6DSP0 327,632 6,803 SH   SOLE   6,803 0 0
ZIMMER BIOMET HOLDINGS INC COM 98956P102 BBG001S7DQJ9 392,380 3,037 SH   SOLE   3,037 0 0