Posisbly a dumb question, but are you enabling the broker? I don't see that in your scripts.

The other thing I'd recommend is to try sending a message outside of...

As a thought - are your database and SSRS instance on the same SQL Instance? If not, did you update both SSRS instance and your database instance?

it sounds to...

Another thought (that we hit in our shop) is if "Option (Recompile)" improves performance, your statistics may be out of date.

How frequently do you re-create statistics or just let it...

Right. My bad.

My version of it would have given you wrong results as it would have started at 0 whenever the date changed.

Good job figuring...

Have you tried using partition by in your second one instead of order by? That is:

SUM(Quantity) OVER (PARTITION BY EffectiveDate ORDER BY Holder RANGE UNBOUNDED PRECEDING) AS TQuantity

you may...