Filing Research | DORCHESTER MINERALS LP Institutional Holdings

Snapshot holdings

33 / 33 loaded

#		Instrument	quantity
1	Adams Asset Advisors, LLC	Shares	910.9KSH	$23.0M
2	HOWARD FINANCIAL SERVICES, LTD.	Shares	51.6KSH	$1.3M
3	Mraz, Amerine & Associates, Inc.	Shares	42.5KSH	$1.1M
4	Lee Financial Co	Shares	26.6KSH	$671.8K
5	ALBERT D MASON INC	Shares	23.1KSH	$584.3K
6	PENN DAVIS MCFARLAND INC	Shares	22.5KSH	$568.9K
7	Northside Capital Management, LLC	Shares	21.9KSH	$552.0K
8	Apollon Wealth Management, LLC	Shares	20.8KSH	$526.2K
9	AMERICAN NATIONAL BANK & TRUST	Shares	19.2KSH	$484.5K
10	Redhawk Wealth Advisors, Inc.	Shares	17.7KSH	$448.0K
11	Penbrook Management LLC	Shares	16.2KSH	$409.7K
12	BAKER TILLY WEALTH MANAGEMENT, LLC	Shares	14.1KSH	$356.0K
13	One Charles Private Wealth Services, LLC	Shares	11.0KSH	$277.3K
14	Clarity Financial LLC	Shares	10.6KSH	$267.1K
15	FLAGSHIP HARBOR ADVISORS, LLC	Shares	10.4KSH	$261.7K
16	HOWLAND CAPITAL MANAGEMENT LLC	Shares	10.3KSH	$259.0K
17	Towerpoint Wealth, LLC	Shares	8.1KSH	$204.4K
18	SAX WEALTH ADVISORS, LLC	Shares	7.5KSH	$203.3K
19	SIGNATUREFD, LLC	Shares	3.5KSH	$88.4K
20	Arlington Trust Co LLC	Shares	3.4KSH	$85.8K
21	EverSource Wealth Advisors, LLC	Shares	3.1KSH	$77.3K
22	Farther Finance Advisors, LLC	Shares	1.5KSH	$37.9K
23	Hilltop National Bank	Shares	1.0KSH	$25.3K
24	Crewe Advisors LLC	Shares	866SH	$21.9K
25	Community Financial Services Group, LLC	Shares	525SH	$13.3K
26	Signature Resources Capital Management, LLC	Shares	500SH	$12.6K
27	AdvisorNet Financial, Inc	Shares	400SH	$10.1K
28	Triumph Capital Management	Shares	207SH	$5.2K
29	Beaird Harris Wealth Management, LLC	Shares	150SH	$3.8K
30	TOTH FINANCIAL ADVISORY CORP	Shares	38SH	$955
31	West Financial Advisors, LLC	Shares	31SH	$771
32	Ulland Investment Advisors, LLC	Shares	16.0KSH	$404
33	First PREMIER Bank	Shares	2.2KSH	$56

Manager changes2026-06-30 vs 2026-03-31

34 / 34 loaded

#		Instrument
1	Redhawk Wealth Advisors, Inc. added	Shares	+8.1K	+$186.1K	$448.0K
2	Apollon Wealth Management, LLC added	Shares	+2.5K	+$28.6K	$526.2K
3	SAX WEALTH ADVISORS, LLC trimmed	Shares	-1.6K	+$892	$203.3K
4	Ulland Investment Advisors, LLC added	Shares	+14.8K	+$370	$404
5	First PREMIER Bank unchanged	Shares	0	-$4	$56
6	West Financial Advisors, LLC added	Shares	+1	-$42	$771
7	TOTH FINANCIAL ADVISORY CORP unchanged	Shares	0	-$70	$955
8	Beaird Harris Wealth Management, LLC unchanged	Shares	0	-$277	$3.8K
9	Triumph Capital Management unchanged	Shares	0	-$383	$5.2K
10	AdvisorNet Financial, Inc unchanged	Shares	0	-$740	$10.1K
11	Signature Resources Capital Management, LLC unchanged	Shares	0	-$925	$12.6K
12	Community Financial Services Group, LLC unchanged	Shares	0	-$1.1K	$13.3K
13	Crewe Advisors LLC added	Shares	+15	-$1.2K	$21.9K
14	Hilltop National Bank unchanged	Shares	0	-$1.9K	$25.3K
15	EverSource Wealth Advisors, LLC unchanged	Shares	0	-$5.7K	$77.3K
16	Farther Finance Advisors, LLC trimmed	Shares	-100	-$6.0K	$37.9K
17	SIGNATUREFD, LLC unchanged	Shares	0	-$6.5K	$88.4K
18	Sound Income Strategies, LLC exited	Shares	-287	-$7.9K	$0
19	Arlington Trust Co LLC unchanged	Shares	0	-$9.2K	$85.8K
20	FLAGSHIP HARBOR ADVISORS, LLC added	Shares	+160	-$14.8K	$261.7K
21	Towerpoint Wealth, LLC trimmed	Shares	-63	-$16.7K	$204.4K
22	HOWLAND CAPITAL MANAGEMENT LLC unchanged	Shares	0	-$19.0K	$259.0K
23	Clarity Financial LLC unchanged	Shares	0	-$19.6K	$267.1K
24	BAKER TILLY WEALTH MANAGEMENT, LLC added	Shares	+240	-$19.6K	$356.0K
25	One Charles Private Wealth Services, LLC unchanged	Shares	0	-$20.3K	$277.3K
26	ALBERT D MASON INC added	Shares	+604	-$26.4K	$584.3K
27	Penbrook Management LLC unchanged	Shares	0	-$30.0K	$409.7K
28	AMERICAN NATIONAL BANK & TRUST unchanged	Shares	0	-$35.5K	$484.5K
29	Northside Capital Management, LLC unchanged	Shares	0	-$40.4K	$552.0K
30	PENN DAVIS MCFARLAND INC unchanged	Shares	0	-$41.7K	$568.9K
31	Lee Financial Co unchanged	Shares	0	-$49.2K	$671.8K
32	Mraz, Amerine & Associates, Inc. trimmed	Shares	-180	-$83.6K	$1.1M
33	HOWARD FINANCIAL SERVICES, LTD. added	Shares	+6	-$95.4K	$1.3M
34	Adams Asset Advisors, LLC added	Shares	+22.7K	-$1.1M	$23.0M